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+# New Quote Form Redesign
+
+**Goal:** Redesign the `New Quote` sheet so operators can select a customer/company in one combined field, capture item descriptions without pricing noise, and attach photos or voice notes directly to each quote item.
+
+## Scope
+
+### In Scope
+
+- Replace the separate `Customer` and `Company` dropdowns in `New Quote` with one combined searchable picker
+- Reuse the same interaction pattern already used on the `New Order` form
+- Show customer choices in a company-first visual hierarchy
+- Auto-link the selected customer to its company
+- Keep company-only selection available when there is no customer/contact record
+- Remove `Supplier`, `Cost`, and `Sell` from quote item creation
+- Change quote item entry from a dense pricing table into stacked item cards
+- Make each quote item description a multi-line field
+- Keep one small quote-level summary field for overall RFQ context
+- Allow per-item uploads for photos, voice notes, and other supporting files
+- Persist per-item uploads into the existing `quote_item_attachments` collection
+
+### Out of Scope
+
+- Redesigning the quote detail page or quote process page
+- AI transcription of voice notes
+- Auto-splitting one pasted block into multiple quote items
+- Quote-level attachment redesign
+- Changes to sprint pricing workflow beyond supporting attachments created from `New Quote`
+
+## Current State
+
+- `New Quote` currently uses two separate dropdowns:
+  - `Customer`
+  - `Company`
+- The customer dropdown shows only one label per option, which hides the company/customer relationship
+- Quote items currently ask for:
+  - description
+  - qty
+  - supplier
+  - cost
+  - sell
+- That layout assumes the operator is pricing the quote at creation time, which does not match the intended workflow
+- The app already has:
+  - a combined customer/company picker on `New Order`
+  - an existing `quote_item_attachments` collection
+  - an existing server upload route pattern for `quote_item_attachments`
+
+## User Decisions Locked In
+
+- Use a combined customer/company field, not two separate dropdowns
+- Follow the same pattern as the `New Order` form
+- Keep a small quote-level summary instead of removing it entirely
+- Use quote item descriptions as the main place for the requested items
+- Quote item descriptions should be multi-line
+- Photos and voice notes should attach to individual quote items
+
+## Proposed UX
+
+### Header Fields
+
+The quote header becomes:
+
+- `Customer or Company`
+- `RFQ Number`
+- `Customer Request` (rename from the current generic quote description)
+- `Internal Notes`
+
+`Customer or Company` is the primary selector and replaces the current split header fields.
+
+### Combined Customer / Company Picker
+
+Use the same searchable popover + command list pattern already used in `New Order`.
+
+#### Option Types
+
+1. Customer-linked option
+   - Visual format:
+     - line 1: company name
+     - line 2: customer name
+   - Selecting it sets:
+     - `customer = selected customer id`
+     - `company = linked company id`
+
+2. Company-only option
+   - Used when a company exists without a customer/contact record
+   - Visual format:
+     - line 1: company name
+     - line 2: `No contact`
+   - Selecting it sets:
+     - `company = selected company id`
+     - `customer = ""`
+
+#### Display Rules
+
+- The trigger button must show readable names, never raw ids
+- After selection, the sheet should show a compact summary of:
+  - selected company
+  - selected customer, when present
+- Search should match both company and customer names
+
+## Quote Item Entry
+
+### Replace the Table With Item Cards
+
+The current compact table is too constrained for:
+
+- multi-line descriptions
+- per-item notes
+- uploads
+
+Replace it with vertically stacked item cards inside the sheet.
+
+Each card contains:
+
+- `Qty`
+- `Item Description` (multi-line textarea)
+- `Item Notes` (optional, smaller textarea)
+- `Attachments`
+- remove button
+
+### Fields Removed From New Quote
+
+Do not capture these at quote-creation time:
+
+- supplier
+- cost price
+- selling price
+
+Those belong later in the pricing workflow, not during intake.
+
+### Description Behavior
+
+- `Item Description` is the main capture field
+- It must support messy RFQ input
+- One card can hold one long request if the operator wants to keep everything together
+- Quantity defaults to `1`
+
+## Attachments
+
+### Per-Item Uploads
+
+Each quote item card gets its own upload area.
+
+Supported intent:
+
+- photos
+- voice notes
+- PDFs
+- screenshots
+- other common operator proof/reference files
+
+### Storage Model
+
+Reuse the existing `quote_item_attachments` collection.
+
+For items created from `New Quote`:
+
+- files are uploaded only after the quote and quote items are successfully created
+- each uploaded file creates a `quote_item_attachments` row pointing to the created `quote_item`
+- `source` should use `"manual"`
+
+### Upload Timing
+
+Recommended flow:
+
+1. operator fills the quote form
+2. operator picks files on one or more item cards
+3. submit creates:
+   - the `quotes` record
+   - the `quote_items` records
+4. after each quote item exists, upload its files through a server route that writes to `quote_item_attachments`
+5. if an attachment upload fails:
+   - the quote still exists
+   - the operator gets a clear partial-failure message naming the affected item/file
+
+## Data Model
+
+### Quote Record
+
+Keep the current relational shape:
+
+- `customer`: PocketBase relation id
+- `company`: PocketBase relation id
+
+Do not switch the quote record to plain-text-only customer/company storage.
+
+Reason:
+
+- relational links are still required for downstream quote, order, and reporting flows
+- the UI problem is display and selection, not the underlying relation model
+
+### Quote Item Record
+
+Create `quote_items` with:
+
+- `quote`
+- `description`
+- `quantity`
+- `notes`
+- `user_edited = true`
+
+Do not write supplier/cost/sell from `New Quote`.
+
+## Validation
+
+- `Customer or Company` selection is required
+- At least one quote item is required
+- Every quote item needs a non-empty description
+- Quantity must be `>= 1`
+- Files are optional
+
+## Error Handling
+
+### Form Load
+
+- If customer/company data fails to load, show the existing toast error and disable submission
+
+### Create Flow
+
+- If quote creation fails, stop and show error
+- If quote creation succeeds but some item creation fails:
+  - stop creating additional items
+  - do not upload any attachments
+  - keep the created quote and any already-created items
+  - show a blocking error that the quote was only partially created and must be reviewed manually
+- If item creation succeeds but some attachment uploads fail:
+  - keep the created quote/items
+  - show a partial-success toast summarizing which uploads failed
+
+### Upload UX
+
+- Show selected files inside the relevant item card before save
+- Allow removing a pending file before save
+- Show lightweight file chips/list, not a heavy gallery UI
+
+## Testing
+
+### Form Behavior
+
+- selecting a customer option auto-fills the linked company
+- selecting a company-only option leaves customer blank
+- combined picker renders company/customer labels in the right hierarchy
+- submit requires at least one valid item
+
+### Shape Changes
+
+- new quote form no longer renders supplier/cost/sell item fields
+- item description uses a textarea, not a one-line input
+- item cards support pending attachment display
+
+### Submit Flow
+
+- quote record is created before quote item attachments upload
+- created item attachments are associated with the right quote item ids
+- item creation failure stops later uploads and reports partial creation clearly
+- partial attachment failure reports correctly without deleting the quote
+
+## Acceptance Criteria
+
+- Operators can create a quote using one combined `Customer or Company` field
+- Customer options clearly show the company/customer relationship
+- The selected UI shows readable names rather than ids
+- Quote intake no longer asks for supplier/cost/sell
+- Operators can type detailed multi-line item descriptions
+- Operators can attach photos or voice notes directly to a quote item
+- Attachments are stored against `quote_item_attachments`
+- The form remains usable on smaller screens inside the existing sheet pattern