Reference: Copy quote info to payload

This file holds the detailed mapping rules and a worked example. The main procedure is in SKILL.md.

Source structure (quote data)

{
  "quote": {
    "id": "...",                     // the quote id
    "customerId": "...",
    "customerCategoryId": "...",
    "distributionChannelId": "...",
    "attributes": { ... },
    "orderItemIds": [ ... ],         // root product-item ids
    "opportunityId": "...",
    ...
  },
  "items": [
    { "id": "...", "type": "productItem",  ... },
    { "id": "...", "type": "locationItem", ... },
    { "id": "...", "type": "alertItem",    ... },
    ...
  ]
}

Target structure (quote command skeleton)

The command shape varies greatly. Adapt to whatever keys exist. A common example:

{
  "businessCommand": "quote_init",
  "businessCommandAttributes": { ... },
  "id": "{{quoteId}}",
  "items": [],
  "batchCommands": [
    {
      "businessCommand": "product_items_modify",
      "businessCommandAttributes": { "date": "..." },
      "id": "{{quoteId}}",
      "items": [ { "id": "...", "type": "productItem" }, ... ]
    }
  ],
  "quoteCmd": {
    "attributes": {},
    "customerId": "...",
    "customerCategoryId": "...",
    "distributionChannelId": "..."
  }
}

Field mapping (source → target)

Apply a mapping only when the target has a slot for it. Match by key name and meaning.

Target field (wherever it appears)	Source value
`{{quoteId}}` placeholder, top-level `id`, batch `id`	`quote.id`
`quoteCmd.customerId` / any `customerId`	`quote.customerId`
`quoteCmd.customerCategoryId` / `customerCategoryId`	`quote.customerCategoryId`
`quoteCmd.distributionChannelId` / `distributionChannelId`	`quote.distributionChannelId`
`quoteCmd.attributes` (when empty and desired)	`quote.attributes` (only if user wants it)
`opportunityId`	`quote.opportunityId`
`marketId` on items	item's `marketId` from source

Notes:

If the skeleton already has a hardcoded value (e.g. a sample customerId) and it differs from the source, replace it with the source value — the point is to reflect the source quote. Mention the replacement in the summary.
If the skeleton has a date/timestamp the source doesn't provide (e.g. businessCommandAttributes.date), leave the skeleton's value as-is unless the user gives one.
quoteCmd.attributes is often intentionally {}. Do not dump quote.attributes into it unless the user asks — attribute keys in the command context may differ.

Item-selection rules

Product items: items in the source with "type": "productItem". These are the ones that typically go into a product_items_modify (or similar) block's items array as { "id": <sourceId>, "type": "productItem" }.
Location items ("type": "locationItem") and alert items ("type": "alertItem") are usually not copied into a product-items block. Copy them only where the skeleton has a matching slot for that type.
Copy all matching items from the source into the target's item slot, preserving order and ids, using the field shape the skeleton's item entries use (often just id + type).
Copy everything unchanged unless the user specifies a change (e.g. "set quantity to 2 on the Fibre item", "drop the DISCONNECT item", "change action to ADD"). Apply only what they name.
Root vs. child products: quote.orderItemIds lists the root product ids. If the skeleton only wants roots, use those; if it wants all product items, use every productItem. When unclear, default to all productItems and note it.

Worked example

Source (quote data): quote.id = d968445a-f813-4be1-899d-e06accb6473b, customerId = slotest, customerCategoryId = 0ded2167-c41b-4f58-9941-dbd247b1985d, distributionChannelId = CPMS. Product items in items: 9b4be199-4b65-4ec0-b54b-d2f61366c9ed, 81a3fb42-31a5-4ea8-a668-8973e57aa2f9, c6a7aacd-8d3b-4c44-8680-829b15be5c06, fcd59bff-4339-4fea-8168-bb8598e98085 (plus location and alert items, which are not product items).

Skeleton: the quote_init + product_items_modify command shown above.

Filled result:

{
  "businessCommand": "quote_init",
  "businessCommandAttributes": {
    "itemTypesScope": []
  },
  "id": "d968445a-f813-4be1-899d-e06accb6473b",
  "items": [],
  "batchCommands": [
    {
      "businessCommand": "product_items_modify",
      "businessCommandAttributes": {
        "date": "2026-08-28T10:00:00.000-03:00"
      },
      "id": "d968445a-f813-4be1-899d-e06accb6473b",
      "items": [
        { "id": "9b4be199-4b65-4ec0-b54b-d2f61366c9ed", "type": "productItem" },
        { "id": "81a3fb42-31a5-4ea8-a668-8973e57aa2f9", "type": "productItem" },
        { "id": "c6a7aacd-8d3b-4c44-8680-829b15be5c06", "type": "productItem" },
        { "id": "fcd59bff-4339-4fea-8168-bb8598e98085", "type": "productItem" }
      ]
    }
  ],
  "quoteCmd": {
    "attributes": {},
    "customerId": "slotest",
    "customerCategoryId": "0ded2167-c41b-4f58-9941-dbd247b1985d",
    "distributionChannelId": "CPMS"
  }
}

Summary in this example: filled {{quoteId}} (both occurrences) from quote.id; set customerId, customerCategoryId, distributionChannelId from the source (replacing the skeleton's sample values); copied all 4 productItems into the product_items_modify block unchanged; left businessCommandAttributes.date as-is (not present in source); kept quoteCmd.attributes empty (not requested).

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