u

API.md

@@ -178,7 +178,9 @@ The store is exposed as a `LibDashStore` instance (see `src/index.js`). Each met
   - `create(googleAuthId: number, body: {number: string, date: string, entityId?: number, externalNumber?: string, lines?: Array<{sku?: string, name?: string, pu?: number, amount: number, net: number, rebate?: number, taxrate: number, comment?: string|null}>}, tx?: object): Promise<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string, lines: Array<{id: number, sku: string|null, name: string|null, pu: number, amount: number, net: number, rebate: number, taxrate: number, comment: string|null}>}>`
   - `delete(googleAuthId: number, id: number, tx?: object): Promise<void>`
   - `getById(googleAuthId: number, id: number, tx?: object): Promise<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string, lines: Array<{id: number, sku: string|null, name: string|null, pu: number, amount: number, net: number, rebate: number, taxrate: number, comment: string|null}>}>`
-  - `list(googleAuthId: number, tx?: object): Promise<Array<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string}>>`
+  - `list(googleAuthId: number, opts?: {offset?: number, limit?: number, search?: string, seekMonths?: number}, tx?: object): Promise<{quotes: Array<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string, createdAt: string|null, lines: Array<{id: number, sku: string|null, name: string|null, pu: number, amount: number, net: number, rebate: number, taxrate: number, comment: string|null}>, positions?: number, grossTotal?: number, totalQuantity?: number, customerName?: string}>, total: number, unfilteredTotal: number, offset: number, limit: number}|Array<object>>`
+  - `rebuildSummaries(provider: import('../../providers/provider.js').DatabaseProvider): void`
+  - `syncSummary(): void`
   - `update(googleAuthId: number, id: number, patch: {number?: string, date?: string, entityId?: number, externalNumber?: string, lines?: Array<{sku?: string, name?: string, pu?: number, amount: number, net: number, rebate?: number, taxrate: number, comment?: string|null}>}, tx?: object): Promise<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string, lines: Array<{id: number, sku: string|null, name: string|null, pu: number, amount: number, net: number, rebate: number, taxrate: number, comment: string|null}>}>`
 - [order](API.order.md)
   - `create(googleAuthId: number, body: {number: string, date: string, entityId?: number, externalNumber?: string, lines?: Array<{sku?: string, name?: string, pu?: number, amount: number, net: number, rebate?: number, taxrate: number, comment?: string|null}>}, tx?: object): Promise<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string, lines: Array<{id: number, sku: string|null, name: string|null, pu: number, amount: number, net: number, rebate: number, taxrate: number, comment: string|null}>}>`

API.quote.md

@@ -104,19 +104,45 @@ Lists the quotes of the user's selected company.
 | Name | Type | Description |
 | --- | --- | --- |
 | `googleAuthId` | `number` | The id of the Google auth user. |
+| `[opts]` | `object` | Optional pagination and filter options. |
+| `[opts.offset=0]` | `number` | Number of quotes to skip. |
+| `[opts.limit=50]` | `number` | Number of quotes to return. |
+| `[opts.search]` | `string` | Free-text search matching quote number, external number, or customer name. |
+| `[opts.seekMonths]` | `number` | Negative integer for cutoff months ago (e.g. -1). |
 | `[tx]` | `object` | Optional transaction. |
 
 **Returns**
 
-`Promise<Array<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string}>>` — The quotes.
+`Promise<{quotes: Array<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string, createdAt: string|null, lines: Array<{id: number, sku: string|null, name: string|null, pu: number, amount: number, net: number, rebate: number, taxrate: number, comment: string|null}>, positions?: number, grossTotal?: number, totalQuantity?: number, customerName?: string}>, total: number, unfilteredTotal: number, offset: number, limit: number}|Array<object>>` — The quotes.
 
 **Example**
 
 ```js
+const result = await store.quote.list(42, { offset: 0, limit: 50, search: 'A-1002' });
+// => { quotes: [...], total: 10, unfilteredTotal: 42, offset: 0, limit: 50 }
+
 const quotes = await store.quote.list(42);
-// => [{ id, number, type, entityId, externalNumber, date }]
+// => [{ id, number, type, entityId, externalNumber, date, createdAt, lines: [...] }]
 ```
 
+## `quote.rebuildSummaries`
+
+*Source: `src/store/quote/rebuildSummaries.js`*
+
+Rebuilds the `quotesummary` table for the user's selected company.
+
+**Parameters**
+
+| Name | Type | Description |
+| --- | --- | --- |
+| `provider` | `import('../../providers/provider.js').DatabaseProvider` |  |
+
+## `quote.syncSummary`
+
+*Source: `src/store/quote/syncSummary.js`*
+
+Centralized sync and rebuild logic for the materialized `quotesummary` table.
+
 ## `quote.update`
 
 *Source: `src/store/quote/update.js`*

scripts/test-quote-summary.js

@@ -0,0 +1,142 @@
+import assert from 'node:assert/strict';
+import { mkdtempSync, rmSync } from 'node:fs';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import LibDashStore from '../src/index.js';
+import { BetterSqlite3Provider } from '../src/providers/sqlite3/index.js';
+
+async function run() {
+  console.log('--- Testing Quote Summary & Filtering in dashdbschema ---');
+
+  const tempDir = mkdtempSync(join(tmpdir(), 'test-quote-summary-'));
+  const dbFile = join(tempDir, 'test.db');
+  const storageDir = join(tempDir, 'storage');
+
+  const provider = new BetterSqlite3Provider({
+    filename: dbFile,
+    storageDir,
+  });
+
+  await provider.initialize();
+  const store = await new LibDashStore(provider);
+
+  try {
+    const googleAuthId = await store.google_auth.add('quote-summary-test@example.com');
+    const company = await store.company.create({
+      name: 'Quote Test Corp',
+      iso639: 'de',
+      taxrate: 19,
+      reducedtaxrate: 7,
+      googleAuthId,
+    });
+    await store.google_auth.setSelectedCompany(googleAuthId, company.id);
+
+    const groups = await store.customergroup.list(googleAuthId);
+    const customerAlice = await store.entity.create(googleAuthId, {
+      customergroupId: groups[0].id,
+      firstName: 'Alice',
+      name: 'Wonderland',
+    });
+    const customerBob = await store.entity.create(googleAuthId, {
+      customergroupId: groups[0].id,
+      firstName: 'Bob',
+      name: 'Builder',
+    });
+
+    const art = await store.article.createUnderParent({
+      googleAuthId,
+      parentId: company.rootCategoryId,
+      name: 'Gadget',
+      track_stock: 0,
+    });
+
+    // 1. Create quote 1: Alice, Q-1001, 2 items of 100 net @ 19% tax => 238 gross, 2 total quantity
+    const quote1 = await store.quote.create(googleAuthId, {
+      number: 'Q-1001',
+      date: '2026-08-01T10:00:00Z',
+      entityId: customerAlice.id,
+      lines: [{ sku: art.sku, name: 'Gadget', amount: 2, net: 100, taxrate: 19 }],
+    });
+    assert.equal(quote1.number, 'Q-1001');
+
+    // Verify row in quotesummary table directly
+    const directRows1 = provider.db.prepare('SELECT * FROM quotesummary WHERE manifest_id = ?').all(quote1.id);
+    assert.equal(directRows1.length, 1);
+    assert.equal(directRows1[0].quote_number, 'Q-1001');
+    assert.equal(directRows1[0].customer_name, 'Alice Wonderland');
+    assert.equal(directRows1[0].positions, 1);
+    assert.equal(directRows1[0].gross_total, 238);
+    assert.equal(directRows1[0].total_quantity, 2);
+
+    // 2. Create quote 2: Bob, Q-1002, 3 items of 50 net @ 19% tax => 178.50 gross, 3 total quantity
+    const quote2 = await store.quote.create(googleAuthId, {
+      number: 'Q-1002',
+      date: '2026-10-01T10:00:00Z',
+      entityId: customerBob.id,
+      lines: [{ sku: art.sku, name: 'Gadget', amount: 3, net: 50, taxrate: 19 }],
+    });
+
+    // Test quote.list unpaged
+    const unpaged = await store.quote.list(googleAuthId);
+    assert.equal(unpaged.length, 2);
+    const q1 = unpaged.find((q) => q.id === quote1.id);
+    assert.equal(q1.positions, 1);
+    assert.equal(q1.grossTotal, 238);
+    assert.equal(q1.totalQuantity, 2);
+    assert.equal(q1.customerName, 'Alice Wonderland');
+
+    // Test quote.list paged with search
+    const searchAlice = await store.quote.list(googleAuthId, { search: 'Alice' });
+    assert.equal(searchAlice.total, 1);
+    assert.equal(searchAlice.unfilteredTotal, 2);
+    assert.equal(searchAlice.quotes[0].number, 'Q-1001');
+
+    const searchNumber = await store.quote.list(googleAuthId, { search: '1002' });
+    assert.equal(searchNumber.total, 1);
+    assert.equal(searchNumber.quotes[0].number, 'Q-1002');
+
+    // Test quote.update updates summary
+    await store.quote.update(googleAuthId, quote1.id, {
+      lines: [
+        { sku: art.sku, name: 'Gadget', amount: 5, net: 100, taxrate: 19 },
+        { sku: art.sku, name: 'Gadget 2', amount: 1, net: 10, taxrate: 19 },
+      ],
+    });
+    const updatedSummary = provider.db.prepare('SELECT * FROM quotesummary WHERE manifest_id = ?').get(quote1.id);
+    assert.equal(updatedSummary.positions, 2);
+    assert.equal(updatedSummary.total_quantity, 6);
+    // (5 * 100 * 1.19) + (1 * 10 * 1.19) = 595 + 11.9 = 606.90
+    assert.equal(updatedSummary.gross_total, 606.9);
+
+    // Test rebuildSummaries
+    provider.db.prepare('DELETE FROM quotesummary').run();
+    const countBeforeRebuild = provider.db.prepare('SELECT COUNT(*) as cnt FROM quotesummary').get().cnt;
+    assert.equal(countBeforeRebuild, 0);
+
+    const rebuildRes = await store.quote.rebuildSummaries(googleAuthId);
+    assert.equal(rebuildRes.ok, true);
+    const countAfterRebuild = provider.db.prepare('SELECT COUNT(*) as cnt FROM quotesummary').get().cnt;
+    assert.equal(countAfterRebuild, 2);
+
+    const rebuiltQ1 = provider.db.prepare('SELECT * FROM quotesummary WHERE manifest_id = ?').get(quote1.id);
+    assert.equal(rebuiltQ1.positions, 2);
+    assert.equal(rebuiltQ1.total_quantity, 6);
+    assert.equal(rebuiltQ1.gross_total, 606.9);
+
+    // Test delete cascade
+    await store.quote.delete(googleAuthId, quote1.id);
+    const countAfterDelete = provider.db.prepare('SELECT COUNT(*) as cnt FROM quotesummary WHERE manifest_id = ?').get(quote1.id);
+    assert.equal(countAfterDelete.cnt, 0);
+
+    console.log('--- ALL QUOTE SUMMARY TESTS PASSED ---');
+  } finally {
+    try {
+      rmSync(tempDir, { recursive: true, force: true });
+    } catch {}
+  }
+}
+
+run().catch((err) => {
+  console.error('Test failed:', err);
+  process.exit(1);
+});

src/index.js

@@ -93,6 +93,7 @@ import quoteGetById from './store/quote/getById.js';
 import quoteCreate from './store/quote/create.js';
 import quoteUpdate from './store/quote/update.js';
 import quoteDelete from './store/quote/delete.js';
+import quoteRebuildSummaries from './store/quote/rebuildSummaries.js';
 import orderList from './store/order/list.js';
 import orderGetById from './store/order/getById.js';
 import orderCreate from './store/order/create.js';
@@ -420,6 +421,7 @@ export default class LibDashStore {
       create: quoteCreate(provider),
       update: quoteUpdate(provider),
       delete: quoteDelete(provider),
+      rebuildSummaries: quoteRebuildSummaries(provider),
     };
 
     this.order = {

src/providers/mssql/purgeSql.js

@@ -1,5 +1,6 @@
 /** Drop order = reverse of schema create dependency order. */
 export const TABLES = [
+  'quotesummary',
   'ordersummary',
   'package',
   'shipping',

src/providers/mssql/schema.js

@@ -1215,6 +1215,34 @@ BEGIN
 END
 `;
 
+export const INIT_QUOTESUMMARY = `
+IF NOT EXISTS (SELECT * FROM sys.tables WHERE name = 'quotesummary')
+BEGIN
+    CREATE TABLE quotesummary (
+        id INT IDENTITY(1,1) PRIMARY KEY,
+        company_id INT NOT NULL,
+        manifest_id INT NOT NULL CONSTRAINT UQ_quotesummary_manifest UNIQUE,
+        quote_number NVARCHAR(100) NOT NULL,
+        quote_date DATETIME2 NOT NULL,
+        created_at DATETIME2 NOT NULL CONSTRAINT DF_quotesummary_created_at DEFAULT SYSUTCDATETIME(),
+        entity_id INT NULL,
+        customer_name NVARCHAR(255) NULL,
+        positions INT NOT NULL CONSTRAINT DF_quotesummary_positions DEFAULT 0,
+        gross_total FLOAT NOT NULL CONSTRAINT DF_quotesummary_gross_total DEFAULT 0,
+        total_quantity FLOAT NOT NULL CONSTRAINT DF_quotesummary_total_quantity DEFAULT 0,
+        CONSTRAINT FK_quotesummary_company FOREIGN KEY (company_id) REFERENCES company(id) ON DELETE NO ACTION,
+        CONSTRAINT FK_quotesummary_manifest FOREIGN KEY (manifest_id) REFERENCES manifest(id) ON DELETE CASCADE,
+        CONSTRAINT FK_quotesummary_entity FOREIGN KEY (entity_id) REFERENCES entity(id) ON DELETE SET NULL
+    );
+
+    CREATE INDEX IX_quotesummary_company_date
+        ON quotesummary (company_id, quote_date DESC, manifest_id DESC);
+
+    CREATE INDEX IX_quotesummary_company_number
+        ON quotesummary (company_id, quote_number);
+END
+`;
+
 export const INIT_MCP_CLIENT = `
 IF NOT EXISTS (SELECT * FROM sys.tables WHERE name = 'mcp_client')
 BEGIN
@@ -1338,6 +1366,7 @@ export const SCHEMA_SCRIPTS = [
     INIT_SHIPPING,
     INIT_PACKAGE,
     INIT_ORDERSUMMARY,
+    INIT_QUOTESUMMARY,
     INIT_MCP_CLIENT,
     INIT_MCP_AUTH_CODE,
     INIT_MCP_TOKEN,

src/providers/sqlite3/schema.js

@@ -876,6 +876,29 @@ CREATE INDEX IF NOT EXISTS IX_ordersummary_company_number
     ON ordersummary (company_id, order_number);
 `;
 
+export const INIT_QUOTESUMMARY = `
+CREATE TABLE IF NOT EXISTS quotesummary (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    company_id INTEGER NOT NULL,
+    manifest_id INTEGER NOT NULL UNIQUE,
+    quote_number TEXT NOT NULL,
+    quote_date TEXT NOT NULL,
+    created_at TEXT NOT NULL DEFAULT (${UTC_NOW}),
+    entity_id INTEGER NULL,
+    customer_name TEXT NULL,
+    positions INTEGER NOT NULL DEFAULT 0,
+    gross_total REAL NOT NULL DEFAULT 0,
+    total_quantity REAL NOT NULL DEFAULT 0,
+    FOREIGN KEY (company_id) REFERENCES company(id) ON DELETE NO ACTION,
+    FOREIGN KEY (manifest_id) REFERENCES manifest(id) ON DELETE CASCADE,
+    FOREIGN KEY (entity_id) REFERENCES entity(id) ON DELETE SET NULL
+);
+CREATE INDEX IF NOT EXISTS IX_quotesummary_company_date
+    ON quotesummary (company_id, quote_date DESC, manifest_id DESC);
+CREATE INDEX IF NOT EXISTS IX_quotesummary_company_number
+    ON quotesummary (company_id, quote_number);
+`;
+
 export const INIT_MCP_CLIENT = `
 CREATE TABLE IF NOT EXISTS mcp_client (
     id INTEGER PRIMARY KEY AUTOINCREMENT,
@@ -985,6 +1008,7 @@ export const SCHEMA_SCRIPTS = [
     INIT_SHIPPING,
     INIT_PACKAGE,
     INIT_ORDERSUMMARY,
+    INIT_QUOTESUMMARY,
     INIT_MCP_CLIENT,
     INIT_MCP_AUTH_CODE,
     INIT_MCP_TOKEN,

src/store/quote/create.js

@@ -10,6 +10,7 @@ import resolveSelectedCompanyAccess from '../companyuser/resolveSelectedCompanyA
 import taxEnsure from '../tax/ensure.js';
 import { insertLines, normalizeLines, parseDate } from '../manifestLines.js';
 import { assertCustomerEntity, loadDoc } from '../manifestDoc/helpers.js';
+import { syncQuoteSummary } from './syncSummary.js';
 import makeRunner from '../runner.js';
 
 export default function create(provider) {
@@ -87,6 +88,8 @@ export default function create(provider) {
         id: manifestId,
       });
 
+      await syncQuoteSummary(runner, { companyId, manifestId });
+
       return doc;
     };
 

src/store/quote/list.js

@@ -1,42 +1,247 @@
 import {
-  LIST_MANIFESTS as MSSQL_LIST,
+  COUNT_MANIFESTS as MSSQL_COUNT_MANIFESTS,
+  GET_MANIFEST_LINES_BY_MANIFEST_IDS as MSSQL_LINES_BY_MANIFEST_IDS,
   QUOTE_TYPE as MSSQL_QUOTE_TYPE,
 } from '../../providers/mssql/queries/manifestDoc.js';
 import {
-  LIST_MANIFESTS as SQLITE_LIST,
+  COUNT_MANIFESTS as SQLITE_COUNT_MANIFESTS,
+  GET_MANIFEST_LINES_BY_MANIFEST_IDS as SQLITE_LINES_BY_MANIFEST_IDS,
   QUOTE_TYPE as SQLITE_QUOTE_TYPE,
 } from '../../providers/sqlite3/queries/manifestDoc.js';
 import resolveSelectedCompanyAccess from '../companyuser/resolveSelectedCompanyAccess.js';
 import { shapeSummary } from '../manifestDoc/helpers.js';
+import { shapeLine } from '../manifestLines.js';
 import makeRunner from '../runner.js';
 
 export default function list(provider) {
   const access = resolveSelectedCompanyAccess(provider);
   const isSqlite = provider?.dialect === 'sqlite3';
-  const sql = isSqlite ? SQLITE_LIST : MSSQL_LIST;
+  const sqlLinesByManifestIds = isSqlite
+    ? SQLITE_LINES_BY_MANIFEST_IDS
+    : MSSQL_LINES_BY_MANIFEST_IDS;
   const quoteType = isSqlite ? SQLITE_QUOTE_TYPE : MSSQL_QUOTE_TYPE;
+  const sqlCountManifests = isSqlite
+    ? SQLITE_COUNT_MANIFESTS
+    : MSSQL_COUNT_MANIFESTS;
 
   /**
    * Lists the quotes of the user's selected company.
    *
    * @param {number} googleAuthId - The id of the Google auth user.
+   * @param {object} [opts] - Optional pagination and filter options.
+   * @param {number} [opts.offset=0] - Number of quotes to skip.
+   * @param {number} [opts.limit=50] - Number of quotes to return.
+   * @param {string} [opts.search] - Free-text search matching quote number, external number, or customer name.
+   * @param {number} [opts.seekMonths] - Negative integer for cutoff months ago (e.g. -1).
    * @param {object} [tx] - Optional transaction.
-   * @returns {Promise<Array<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string}>>} The quotes.
+   * @returns {Promise<{quotes: Array<{id: number, number: string, type: string, entityId: number|null, externalNumber: string|null, date: string, createdAt: string|null, lines: Array<{id: number, sku: string|null, name: string|null, pu: number, amount: number, net: number, rebate: number, taxrate: number, comment: string|null}>, positions?: number, grossTotal?: number, totalQuantity?: number, customerName?: string}>, total: number, unfilteredTotal: number, offset: number, limit: number}|Array<object>>} The quotes.
    *
    * @example
+   * const result = await store.quote.list(42, { offset: 0, limit: 50, search: 'A-1002' });
+   * // => { quotes: [...], total: 10, unfilteredTotal: 42, offset: 0, limit: 50 }
+   *
    * const quotes = await store.quote.list(42);
-   * // => [{ id, number, type, entityId, externalNumber, date }]
+   * // => [{ id, number, type, entityId, externalNumber, date, createdAt, lines: [...] }]
    */
-  return async (googleAuthId, tx) => {
+  return async (googleAuthId, opts, tx) => {
-    const runner = makeRunner(provider, tx);
+    let offset = null;
+    let limit = null;
+    let isPaged = false;
+    let resolvedTx = tx;
+
+    const hasFilter = opts != null && typeof opts === 'object' && !opts._isTx && (
+      opts.offset !== undefined ||
+      opts.limit !== undefined ||
+      (typeof opts.search === 'string' && opts.search.trim() !== '') ||
+      opts.seekMonths !== undefined
+    );
+
+    if (opts != null && typeof opts === 'object' && !opts._isTx) {
+      if (hasFilter || opts.offset !== undefined || opts.limit !== undefined) {
+        isPaged = true;
+        const parsedOffset = Number(opts.offset ?? 0);
+        const parsedLimit = Number(opts.limit ?? 50);
+        if (!Number.isInteger(parsedOffset) || parsedOffset < 0) {
+          throw new Error('Invalid offset');
+        }
+        if (!Number.isInteger(parsedLimit) || parsedLimit < 1) {
+          throw new Error('Invalid limit');
+        }
+        offset = parsedOffset;
+        limit = parsedLimit;
+      }
+    } else if (opts != null) {
+      resolvedTx = opts;
+    }
+
+    const runner = makeRunner(provider, resolvedTx);
     const { companyId } = await access(googleAuthId, runner);
 
-    const result = await runner.query(sql, {
+    const conditions = ['m.company_id = @companyId', `m.${isSqlite ? '"type"' : '[type]'} = @type`];
+    const params = {
       companyId,
       type: quoteType,
-    });
+    };
 
-    return result.rows.map((row) => shapeSummary(quoteType, row));
+    // Date cutoff via seekMonths (strictly integer)
+    if (opts?.seekMonths !== undefined) {
+      if (typeof opts.seekMonths !== 'number' || !Number.isInteger(opts.seekMonths)) {
+        throw new Error('Invalid seekMonths');
+      }
+      const d = new Date();
+      d.setMonth(d.getMonth() - Math.abs(opts.seekMonths));
+      params.dateTo = d.toISOString();
+      conditions.push(`m.${isSqlite ? '"date"' : '[date]'} <= @dateTo`);
+    }
+
+    // Free-text search (strictly string)
+    if (typeof opts?.search === 'string' && opts.search.trim() !== '') {
+      params.searchPattern = `%${opts.search.trim()}%`;
+      if (isSqlite) {
+        conditions.push(`(
+          m."number" LIKE @searchPattern
+          OR m.external_number LIKE @searchPattern
+          OR e.name LIKE @searchPattern
+          OR e.first_name LIKE @searchPattern
+          OR (IFNULL(e.first_name, '') || ' ' || IFNULL(e.name, '')) LIKE @searchPattern
+          OR (IFNULL(e.name, '') || ' ' || IFNULL(e.first_name, '')) LIKE @searchPattern
+        )`);
+      } else {
+        conditions.push(`(
+          m.[number] LIKE @searchPattern
+          OR m.external_number LIKE @searchPattern
+          OR e.name LIKE @searchPattern
+          OR e.first_name LIKE @searchPattern
+          OR (ISNULL(e.first_name, '') + ' ' + ISNULL(e.name, '')) LIKE @searchPattern
+          OR (ISNULL(e.name, '') + ' ' + ISNULL(e.first_name, '')) LIKE @searchPattern
+        )`);
+      }
+    }
+
+    const whereClause = conditions.join('\n  AND ');
+    const sqlCount = `
+      SELECT COUNT(*) AS total
+      FROM manifest m
+      LEFT JOIN quotesummary qs ON qs.manifest_id = m.id
+      LEFT JOIN entity e ON e.id = m.entity_id
+      WHERE ${whereClause}
+    `;
+
+    let sqlList;
+    if (isSqlite) {
+      sqlList = `
+        SELECT
+            m.id,
+            m."number",
+            m."type",
+            m.entity_id AS entityId,
+            m.external_number AS externalNumber,
+            m."date",
+            m.created_at AS createdAt,
+            qs.positions,
+            qs.gross_total AS grossTotal,
+            qs.total_quantity AS totalQuantity,
+            qs.customer_name AS customerName
+        FROM manifest m
+        LEFT JOIN quotesummary qs ON qs.manifest_id = m.id
+        LEFT JOIN entity e ON e.id = m.entity_id
+        WHERE ${whereClause}
+        ORDER BY m."date" DESC, m.id DESC
+        ${isPaged ? 'LIMIT @limit OFFSET @offset' : ''}
+      `;
+    } else {
+      sqlList = `
+        SELECT
+            m.id,
+            m.[number],
+            m.[type],
+            m.entity_id AS entityId,
+            m.external_number AS externalNumber,
+            m.[date],
+            m.created_at AS createdAt,
+            qs.positions,
+            qs.gross_total AS grossTotal,
+            qs.total_quantity AS totalQuantity,
+            qs.customer_name AS customerName
+        FROM manifest m
+        LEFT JOIN quotesummary qs ON qs.manifest_id = m.id
+        LEFT JOIN entity e ON e.id = m.entity_id
+        WHERE ${whereClause}
+        ORDER BY m.[date] DESC, m.id DESC
+        ${isPaged ? 'OFFSET @offset ROWS FETCH NEXT @limit ROWS ONLY' : ''}
+      `;
+    }
+
+    const hasUserFilters = (
+      opts?.seekMonths !== undefined ||
+      (typeof opts?.search === 'string' && opts.search.trim() !== '')
+    );
+
+    let manifestRows;
+    let total = 0;
+    let unfilteredTotal = 0;
+
+    if (isPaged) {
+      params.offset = offset;
+      params.limit = limit;
+      const [countResult, listResult, unfilteredCountResult] = await Promise.all([
+        runner.query(sqlCount, params),
+        runner.query(sqlList, params),
+        hasUserFilters ? runner.query(sqlCountManifests, { companyId, type: quoteType }) : null,
+      ]);
+      total = Number(countResult.rows[0]?.total ?? 0);
+      unfilteredTotal = hasUserFilters
+        ? Number(unfilteredCountResult?.rows[0]?.total ?? 0)
+        : total;
+      manifestRows = listResult.rows;
+    } else {
+      const result = await runner.query(sqlList, params);
+      manifestRows = result.rows;
+      total = manifestRows.length;
+      if (hasUserFilters) {
+        const countRes = await runner.query(sqlCountManifests, { companyId, type: quoteType });
+        unfilteredTotal = Number(countRes.rows[0]?.total ?? 0);
+      } else {
+        unfilteredTotal = total;
+      }
+    }
+
+    const manifestIds = manifestRows.map((r) => r.id);
+    const linesByManifestId = new Map();
+
+    if (manifestIds.length > 0) {
+      const linesResult = await runner.query(sqlLinesByManifestIds, {
+        manifestIdsJson: JSON.stringify(manifestIds),
+      });
+      for (const row of linesResult.rows) {
+        let lines = linesByManifestId.get(row.manifestId);
+        if (!lines) {
+          lines = [];
+          linesByManifestId.set(row.manifestId, lines);
+        }
+        lines.push(shapeLine(row));
+      }
+    }
+
+    const quotes = manifestRows.map((row) => ({
+      ...shapeSummary(quoteType, row),
+      lines: linesByManifestId.get(row.id) ?? [],
+      positions: row.positions !== undefined && row.positions !== null ? Number(row.positions) : undefined,
+      grossTotal: row.grossTotal !== undefined && row.grossTotal !== null ? Number(row.grossTotal) : undefined,
+      totalQuantity: row.totalQuantity !== undefined && row.totalQuantity !== null ? Number(row.totalQuantity) : undefined,
+      customerName: row.customerName ?? undefined,
+    }));
+
+    if (isPaged) {
+      return {
+        quotes,
+        total,
+        unfilteredTotal,
+        offset,
+        limit,
+      };
+    }
+
+    return quotes;
   };
 }
-

src/store/quote/rebuildSummaries.js

@@ -0,0 +1,19 @@
+import resolveSelectedCompanyAccess from '../companyuser/resolveSelectedCompanyAccess.js';
+import makeRunner from '../runner.js';
+import { rebuildQuoteSummaries } from './syncSummary.js';
+
+/**
+ * Rebuilds the `quotesummary` table for the user's selected company.
+ *
+ * @param {import('../../providers/provider.js').DatabaseProvider} provider
+ */
+export default function rebuildSummaries(provider) {
+  const access = resolveSelectedCompanyAccess(provider);
+
+  return async (googleAuthId, tx) => {
+    const runner = makeRunner(provider, tx);
+    const { companyId } = await access(googleAuthId, runner);
+    await rebuildQuoteSummaries(runner, companyId);
+    return { ok: true, companyId };
+  };
+}

src/store/quote/syncSummary.js

@@ -0,0 +1,245 @@
+/**
+ * Centralized sync and rebuild logic for the materialized `quotesummary` table.
+ */
+
+const SQL_GET_QUOTE_BY_ID_SQLITE = `
+  SELECT m.id, m.company_id, m."number", m."date", m.created_at, m.entity_id
+  FROM manifest m
+  WHERE m.id = @manifestId AND m.company_id = @companyId AND m."type" = 'quote'
+`;
+
+const SQL_GET_QUOTE_BY_ID_MSSQL = `
+  SELECT m.id, m.company_id, m.[number], m.[date], m.created_at, m.entity_id
+  FROM manifest m
+  WHERE m.id = @manifestId AND m.company_id = @companyId AND m.[type] = 'quote'
+`;
+
+const SQL_GET_QUOTE_BY_NUMBER_SQLITE = `
+  SELECT m.id, m.company_id, m."number", m."date", m.created_at, m.entity_id
+  FROM manifest m
+  WHERE m."number" = @number AND m.company_id = @companyId AND m."type" = 'quote'
+`;
+
+const SQL_GET_QUOTE_BY_NUMBER_MSSQL = `
+  SELECT m.id, m.company_id, m.[number], m.[date], m.created_at, m.entity_id
+  FROM manifest m
+  WHERE m.[number] = @number AND m.company_id = @companyId AND m.[type] = 'quote'
+`;
+
+const SQL_LINE_TOTALS = `
+  SELECT 
+    COUNT(*) AS positions,
+    COALESCE(SUM(amount), 0) AS total_quantity,
+    COALESCE(SUM(amount * (net * (1.0 - rebate / 100.0)) * (1.0 + taxrate / 100.0)), 0) AS gross_total
+  FROM manifestarticle
+  WHERE manifest_id = @manifestId
+`;
+
+const SQL_CUSTOMER_NAME_SQLITE = `
+  SELECT TRIM(COALESCE(first_name || ' ', '') || COALESCE(name, '')) AS customer_name
+  FROM entity
+  WHERE id = @entityId
+`;
+
+const SQL_CUSTOMER_NAME_MSSQL = `
+  SELECT LTRIM(RTRIM(ISNULL(first_name + ' ', '') + ISNULL(name, ''))) AS customer_name
+  FROM entity
+  WHERE id = @entityId
+`;
+
+const SQL_UPSERT_SUMMARY_SQLITE = `
+  INSERT INTO quotesummary (
+    company_id, manifest_id, quote_number, quote_date, created_at,
+    entity_id, customer_name, positions, gross_total, total_quantity
+  ) VALUES (
+    @companyId, @manifestId, @quoteNumber, @quoteDate, @createdAt,
+    @entityId, @customerName, @positions, @grossTotal, @totalQuantity
+  )
+  ON CONFLICT(manifest_id) DO UPDATE SET
+    quote_number = excluded.quote_number,
+    quote_date = excluded.quote_date,
+    created_at = excluded.created_at,
+    entity_id = excluded.entity_id,
+    customer_name = excluded.customer_name,
+    positions = excluded.positions,
+    gross_total = excluded.gross_total,
+    total_quantity = excluded.total_quantity
+`;
+
+const SQL_UPSERT_SUMMARY_MSSQL = `
+  MERGE INTO quotesummary AS target
+  USING (SELECT @manifestId AS manifest_id) AS source
+  ON (target.manifest_id = source.manifest_id)
+  WHEN MATCHED THEN
+    UPDATE SET
+      quote_number = @quoteNumber,
+      quote_date = @quoteDate,
+      created_at = @createdAt,
+      entity_id = @entityId,
+      customer_name = @customerName,
+      positions = @positions,
+      gross_total = @grossTotal,
+      total_quantity = @totalQuantity
+  WHEN NOT MATCHED THEN
+    INSERT (
+      company_id, manifest_id, quote_number, quote_date, created_at,
+      entity_id, customer_name, positions, gross_total, total_quantity
+    ) VALUES (
+      @companyId, @manifestId, @quoteNumber, @quoteDate, @createdAt,
+      @entityId, @customerName, @positions, @grossTotal, @totalQuantity
+    );
+`;
+
+/**
+ * Recalculates and upserts a single quote summary into `quotesummary`.
+ *
+ * @param {object} runner - Database runner.
+ * @param {object} opts
+ * @param {number} opts.companyId
+ * @param {number} [opts.manifestId] - Quote manifest id.
+ * @param {string} [opts.quoteNumber] - Quote number (if manifestId not given).
+ */
+export async function syncQuoteSummary(runner, { companyId, manifestId, quoteNumber }) {
+  const isSqlite = runner.dialect === 'sqlite3';
+
+  let quoteRow;
+  if (manifestId) {
+    const res = await runner.query(
+      isSqlite ? SQL_GET_QUOTE_BY_ID_SQLITE : SQL_GET_QUOTE_BY_ID_MSSQL,
+      { manifestId, companyId },
+    );
+    quoteRow = res.rows[0];
+  } else if (quoteNumber) {
+    const res = await runner.query(
+      isSqlite ? SQL_GET_QUOTE_BY_NUMBER_SQLITE : SQL_GET_QUOTE_BY_NUMBER_MSSQL,
+      { number: quoteNumber, companyId },
+    );
+    quoteRow = res.rows[0];
+  }
+
+  if (!quoteRow) {
+    if (manifestId) {
+      await runner.query('DELETE FROM quotesummary WHERE manifest_id = @manifestId', { manifestId });
+    }
+    return;
+  }
+
+  const quoteId = quoteRow.id;
+  const num = quoteRow.number;
+
+  const lineRes = await runner.query(SQL_LINE_TOTALS, { manifestId: quoteId });
+
+  let customerName = null;
+  if (quoteRow.entity_id) {
+    const custRes = await runner.query(
+      isSqlite ? SQL_CUSTOMER_NAME_SQLITE : SQL_CUSTOMER_NAME_MSSQL,
+      { entityId: quoteRow.entity_id },
+    );
+    customerName = custRes.rows[0]?.customer_name || null;
+  }
+
+  const positions = Number(lineRes.rows[0]?.positions || 0);
+  const totalQuantity = Math.round(Number(lineRes.rows[0]?.total_quantity || 0) * 1000) / 1000;
+  const grossTotal = Math.round(Number(lineRes.rows[0]?.gross_total || 0) * 100) / 100;
+
+  await runner.query(isSqlite ? SQL_UPSERT_SUMMARY_SQLITE : SQL_UPSERT_SUMMARY_MSSQL, {
+    companyId,
+    manifestId: quoteId,
+    quoteNumber: num,
+    quoteDate: quoteRow.date,
+    createdAt: quoteRow.created_at,
+    entityId: quoteRow.entity_id ?? null,
+    customerName,
+    positions,
+    grossTotal,
+    totalQuantity,
+  });
+}
+
+/**
+ * Full rebuild of all quotes in `quotesummary` for a given company.
+ *
+ * @param {object} runner
+ * @param {number} companyId
+ */
+export async function rebuildQuoteSummaries(runner, companyId) {
+  const isSqlite = runner.dialect === 'sqlite3';
+
+  if (isSqlite) {
+    const sqlRebuildSqlite = `
+      WITH 
+      quote_articles AS (
+        SELECT 
+          manifest_id,
+          COUNT(*) AS positions,
+          SUM(amount) AS total_quantity,
+          SUM(amount * (net * (1.0 - rebate / 100.0)) * (1.0 + taxrate / 100.0)) AS gross_total
+        FROM manifestarticle
+        GROUP BY manifest_id
+      )
+      INSERT INTO quotesummary (
+        company_id, manifest_id, quote_number, quote_date, created_at,
+        entity_id, customer_name, positions, gross_total, total_quantity
+      )
+      SELECT 
+        m.company_id,
+        m.id AS manifest_id,
+        m."number" AS quote_number,
+        m."date" AS quote_date,
+        m.created_at,
+        m.entity_id,
+        TRIM(COALESCE(e.first_name || ' ', '') || COALESCE(e.name, '')) AS customer_name,
+        COALESCE(qa.positions, 0) AS positions,
+        ROUND(COALESCE(qa.gross_total, 0), 2) AS gross_total,
+        ROUND(COALESCE(qa.total_quantity, 0), 3) AS total_quantity
+      FROM manifest m
+      LEFT JOIN entity e ON e.id = m.entity_id
+      LEFT JOIN quote_articles qa ON qa.manifest_id = m.id
+      WHERE m.company_id = @companyId AND m."type" = 'quote'
+      ON CONFLICT(manifest_id) DO UPDATE SET
+        quote_number = excluded.quote_number,
+        quote_date = excluded.quote_date,
+        created_at = excluded.created_at,
+        entity_id = excluded.entity_id,
+        customer_name = excluded.customer_name,
+        positions = excluded.positions,
+        gross_total = excluded.gross_total,
+        total_quantity = excluded.total_quantity;
+    `;
+    await runner.query(sqlRebuildSqlite, { companyId });
+  } else {
+    await runner.query('DELETE FROM quotesummary WHERE company_id = @companyId', { companyId });
+    const sqlRebuildMssql = `
+      WITH 
+      quote_articles AS (
+        SELECT 
+          manifest_id,
+          COUNT(*) AS positions,
+          SUM(amount) AS total_quantity,
+          SUM(amount * (net * (1.0 - rebate / 100.0)) * (1.0 + taxrate / 100.0)) AS gross_total
+        FROM manifestarticle
+        GROUP BY manifest_id
+      )
+      INSERT INTO quotesummary (
+        company_id, manifest_id, quote_number, quote_date, created_at,
+        entity_id, customer_name, positions, gross_total, total_quantity
+      )
+      SELECT 
+        m.company_id,
+        m.id AS manifest_id,
+        m.[number] AS quote_number,
+        m.[date] AS quote_date,
+        m.created_at,
+        m.entity_id,
+        LTRIM(RTRIM(ISNULL(e.first_name + ' ', '') + ISNULL(e.name, ''))) AS customer_name,
+        COALESCE(qa.positions, 0) AS positions,
+        ROUND(COALESCE(qa.gross_total, 0), 2) AS gross_total,
+        ROUND(COALESCE(qa.total_quantity, 0), 3) AS total_quantity
+      FROM manifest m
+      LEFT JOIN entity e ON e.id = m.entity_id
+      LEFT JOIN quote_articles qa ON qa.manifest_id = m.id
+      WHERE m.company_id = @companyId AND m.[type] = 'quote';
+    `;
+    await runner.query(sqlRebuildMssql, { companyId });
+  }
+}

src/store/quote/update.js

@@ -14,6 +14,7 @@ import resolveSelectedCompanyAccess from '../companyuser/resolveSelectedCompanyA
 import taxEnsure from '../tax/ensure.js';
 import { insertLines, normalizeLines, parseDate } from '../manifestLines.js';
 import { assertCustomerEntity, loadDoc, shapeSummary } from '../manifestDoc/helpers.js';
+import { syncQuoteSummary } from './syncSummary.js';
 import makeRunner from '../runner.js';
 
 export default function update(provider) {
@@ -146,6 +147,7 @@ export default function update(provider) {
       }
 
       const doc = await loadDoc(runner, { type: quoteType, companyId, id });
+      await syncQuoteSummary(runner, { companyId, manifestId: id });
       return doc;
     };