{ "type":"object", "title": "estimate", "name": "estimate", "description": "An estimate", "properties":{ "id":{ "description":"Unique identifier - UUID", "identity":true, "readonly":true, "type":"string", "maxLength": 22, "minLength":22 }, "number":{ "description": "Unique number assigned by SK estimate number schema. Auto-assigned when estimate is opened. Required unless doc status is draft.", "type":"string", "maxLength": 50 }, "address_field":{ "description": "Receiver address, normally shown in envelope window. Defaults to client address_field if empty and client_id present.", "type":"string" }, "date":{ "description": "Date the estimate is issued. Automatically set when estimate is opened. Required for non-draft documents.", "format":"date", "type":"string" }, "due_days":{ "description": "Used to calculate the valid-until date of the estimate. Useless if date and due date are present.", "type":"integer" }, "due_date":{ "description": "Auto-calculated from date + due days if empty and the estimate is opened.", "format":"date", "type":"string" }, "status":{ "description": "Defaults to draft for new documents, unless otherwise stated. For new documents with status 'open' or 'closed' or doc where the status changes away from draft, following fields are set if empty: number(next in number schema), date(today), due date(due_days must be given). Only draft documents can be deleted.", "default":"draft", "enum":["draft","open","closed","rejected","billed" ], "type":"string" }, "external_ref":{ "description": "Some external reference, whatever this may be.", "type":"string", "maxLength": 255 }, "title":{ "description": "The headline of a document. Use SK placeholders to prevent excessive typing e.g. 'Your estimate [number]'", "type":"string", "maxLength": 255 }, "notes_before":{ "description": "Notes shown before the line items. Normally contains salutation and other introductional information. SK placeholders can be used.", "type":"string", "format":"text" }, "notes_after":{ "description": "Notes shown after the line items. Can contain information about payments, bank account or a thank-you message. SK placeholders can be used.", "type":"string", "format":"text" }, "tag_list":{ "description": "Space separated list of tags. Are split and saved as Tag objects on create, update.", "type":"string" }, "language":{ "description": "Should be a valid language short-code: de-DE, fr, en-GB; like defined in your account language menu. When the document is emailed or printed, a localized version of a multi-language template(email, pdf) will be used if available. Defaults to the clients language, if empty and a client is assigned.", "type":"string", "maxLength": 10 }, "currency":{ "description": "Currency code as defined by the ISO 4217 standard (3-letter UPCASE: EUR, USD)", "type":"string", "maxLength": 3, "minLength": 3 }, "exchange_rate":{ "description": "The exchange rate from the company currency(eg. EUR) to the document currency(USD). The rate is set on document open with the exchange rate based on the document date. If there is no rate for this day, say on weekends, the closest previous day is taken(Sunday->Friday).", "readonly":true, "type":"number" }, "gross_total_exchanged":{ "description": "Exchanged gross total, in your company currency.", "readonly":true, "type":"number" }, "archived_pdf":{ "description": "Archived PDF version of the document. Is created when an document is printed and archived. A document can have multiple archived versions. This only returns the most recent one. ", "readonly":true, "type":"object", "properties":{"$ref":"./attachment.json#properties"} }, "client":{ "description": "DEPRECATED: use contact", "readonly":true, "type":"object", "properties":{"$ref":"./client.json#properties"} }, "client_id":{ "description": "DEPRECATED: use contact_id", "type":"string", "maxLength": 22, "minLength":22 }, "contact":{ "description": "The contact for the document. Use contact_id field to set a contact.", "readonly":true, "type":"object", "properties":{"$ref":"./contact.json#properties"} }, "contact_id":{ "description": "The contact uuid. When assigning a contact its language, currency, address_field (due days, cash discount) values are used for the document if those doc-fields are not set.", "type":"string", "maxLength": 22, "minLength":22 }, "team_id":{ "description": "A team uuid. If set only the team and its parent teams can see the record.", "type":"string", "maxLength": 22, "minLength":22 }, "line_items":{ "description": "Line items for the document", "type":"array", "properties":{"$ref":"./line_item.json#properties"} }, "created_at":{ "description": "Date the object was created in SK. Never changes afterwards.", "format":"date-time", "readonly":true, "type":"string" }, "updated_at":{ "description": "Date the object was edited in SK.", "format":"date-time", "readonly":true, "type":"string" }, "lock_version":{ "description": "Auto-incremented to prevent concurrent updates. First save wins and increments version.", "type":"integer" }, "gross_total":{ "description": "Gross total of all line items, 2 decimals places in document currency.", "readonly":true, "type":"number" }, "tax_total":{ "description": "Tax total, 2 decimals places", "readonly":true, "type":"number" }, "net_total":{ "description": "Net total, 2 decimals places", "readonly":true, "type":"number" }, "net_total_base":{ "description": "Net total, 6 decimal places incl. discount", "readonly":true, "type":"number" } }, "links":[ { "rel": "self", "href": "estimates/{id}" }, { "rel": "instances", "href": "estimates", "properties" : { "page":{ "title" : "Page", "description": "In paginated results set the page to look for", "type":"number" }, "per_page":{ "title" : "Per page", "description": "Results per page. Default is 10, max is 100", "type":"number" }, "filter[q]":{ "title" : "Search", "description": "Search in title, number, address field", "type":"string" }, "filter[number]":{ "title" : "Number", "description": "Find by exact number", "type":"string" }, "filter[tags]":{ "title" : "Tags", "description": "Filter by a space delimited list of tags", "type":"string" }, "filter[from]":{ "title" : "From date", "description": "Objects with a date after the date", "format" : "date", "type" : "string" }, "filter[to]":{ "title" : "To date", "description": "Objects with date before the date", "format" : "date", "type" : "string" }, "filter[created_at_from]":{ "title" : "From date", "description": "Objects with a creation date after the date, including given datetime. ISO 8601 format YYY-MM-DDThh:mm:ss+z", "format" : "date-time", "type" : "string" }, "filter[created_at_to]":{ "title" : "To date", "description": "Objects with a creation date before the date, including given datetime. ISO 8601 format YYY-MM-DDThh:mm:ss+z", "format" : "date-time", "type" : "string" }, "filter[languages]":{ "title" : "Languages", "description": "A list of language codes, comma separated", "type" : "string" }, "filter[client_ids]":{ "title" : "Clients", "description": "DEPRECATED use contact_ids", "type" : "string" }, "filter[contact_ids]":{ "title" : "Contacts", "description": "A single or a list of contact uuids, comma separated", "type" : "string" }, "filter[ids]":{ "title" : "Documents", "description": "A single or a list of document uuids, comma separated", "type" : "string" }, "filter[creator_ids]":{ "title" : "Creator", "description": "Objects created by the given users uuids, comma separated", "type" : "string" }, "sort_by":{ "title" : "Sort by", "description": "Sort the results by the given field => number", "enum":["title", "number", "created_at", "updated_at", "price_total", "price_tax", "date", "due_date"], "type": "string" }, "sort":{ "title" : "Sort", "enum":["ASC","DESC"], "description": "Sort the results in ASC or DESC", "type": "string" } } }, { "rel": "destroy", "href": "estimates/{id}", "method": "DELETE" }, { "rel": "update", "href": "estimates/{id}", "method": "PUT" }, { "rel": "create", "href": "estimates", "method": "POST", "properties" : { "source" : { "title" : "Source document id", "description": "Copies the source(excl. number,date) and returns a new draft document. Fields passed with the object(e.g. notes, title, address_field) are not overwritten.", "type" : "string" } } }, { "rel": "attachments", "href": "estimates/{id}/attachments" }, { "rel": "comments", "href": "estimates/{id}/comments" }, { "rel": "emails", "href": "estimates/{id}/emails" }, { "rel": "emails create", "href": "estimates/{id}/emails", "method": "POST", "properties" : { "template_id":{ "title" : "Template", "description": "UUID of an email template to use. If present template fields like subject, body, attachments are used for the current email.", "type":"string", "maxLength": 22, "minLength":22 }, "send":{ "title" : "Send email", "description": "Schedule email for sending. Omit this parameter or set value to 0 or false(String or Integer) to keep email as draft." }, "archived_pdf":{ "title" : "Attach archived pdf", "description": "Adds the archived pdf from the related resource(if it has one)." } } }, { "rel": "print", "href": "estimates/{id}/print", "method": "POST", "properties" : { "template_id" : { "title" : "PDF template used for printing", "description": "UUID of a pdf template used to print the document. MUST be present", "required":true }, "base64" : { "title" : "Return the created pdf base64 encoded", "description": "If set the new pdf is returned inside the attachment JSON within 'base64' key. Leave empty to save traffic." } } } ] }