Create a Wave estimate draft
Approval-gated Wave estimate draft workflow. It reads the target business and customer, then creates exactly one estimate with caller-supplied line items through recued-core.wave. It does not send the estimate, convert it to an invoice, record deposits, delete estimates, mutate customers/products/accounts/taxes, or call arbitrary GraphQL.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (8 steps)
item_count
count
Count items in setting items
has_items
compare
Check if item count is greater than 0
business
?
customer
?
skip_create
compare
Check if has items does not equal true
created_estimate
?
skip: step.skip_create equal true
skipped
compare
Check if skip create equals true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
memo
setting
=
wave
setting
=
items
setting
=
title
setting
=
footer
setting
=
status
setting
=
DRAFT
currency
setting
=
due date
setting
=
po number
setting
=
business id
setting
=
customer id
setting
=
deposit unit
setting
=
deposit value
setting
=
estimate date
setting
=
deposit status
setting
=
estimate number
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.