--- title: "Link a pre-existing open estimate to an appointment. Honors the unique index on `treatment_plans.appointment_id` (one estimate per appointment): * No estimate on the appointment yet → set AppointmentId on the chosen one. * The appointment's auto-created estimate is empty → drop it and re-point the chosen estimate (preserves the chosen estimate's identity + consent history). * The appointment's estimate already has lines → merge the chosen estimate's lines into it and remove the chosen estimate. Its consent trail moves to the survivor first and an ConsentEventType.EstimateMerged event records the merge (ITE-1450). A removed estimate's consent events are always re-parented, never cascade-deleted. Returns the resulting estimate the Services tab should render." method: POST path: "/Estimates/{id}/link-appointment" tags: ["Estimates"] --- # Link a pre-existing open estimate to an appointment. Honors the unique index on \`treatment_plans.appointment_id\` (one estimate per appointment): \* No estimate on the appointment yet → set AppointmentId on the chosen one. \* The appointment's auto-created estimate is empty → drop it and re-point the chosen estimate (preserves the chosen estimate's identity + consent history). \* The appointment's estimate already has lines → merge the chosen estimate's lines into it and remove the chosen estimate. Its consent trail moves to the survivor first and an ConsentEventType.EstimateMerged event records the merge (ITE-1450). A removed estimate's consent events are always re-parented, never cascade-deleted. Returns the resulting estimate the Services tab should render. `POST /Estimates/{id}/link-appointment` ## Request - Base URL: `https://api.clinicos.vet/backend/business` - URL: `https://api.clinicos.vet/backend/business/Estimates/{id}/link-appointment` - Auth: HTTP bearer - TypeScript: (a function with typed inputs; its response is checked against the schema) ## Path parameters - `id` string, required ## Request body - LinkAppointmentRequest: Link a pre-existing open estimate to an appointment (chronicle Services tab). - `appointmentId` string ## Response `200` OK - EstimateDto - `id` string - `estimateNumber` string - `clientId` string, nullable - `clientName` string, nullable - `patientId` string, nullable - `patientName` string, nullable - `appointmentId` string, nullable - `status` string - `selectedTier` string, nullable - `invoiceId` string, nullable - `notes` string, nullable - `createdById` string, nullable - `createdByName` string, nullable - `createdAt` string, date-time - `updatedAt` string, date-time - `items` EstimateLineItemDto[] - `id` string - `serviceCatalogItemId` string, nullable - `retailItemId` string, nullable - `inventoryItemId` string, nullable - `billableItemId` string, nullable: Source BillableItem ("Charge") id when this line is a charge. - `code` string - `description` string - `unitPrice` union - number, double - string, double - `qtyMode` string - `qtyLow` union - number, double - string, double - `qtyMed` union - number, double - string, double - `qtyHigh` union - number, double - string, double - `quantity` union: Billed units. Equals the amount dispensed on a per-unit line; on a flat-rate line it is 1 (0 when nothing is given) and decimal? EstimateLineItemDto.DispensedQuantity is the amount. - number, double - string, double - `isFlatRate` boolean: Flat-rate inventory line: bills one administration at UnitPrice whatever amount is given. - `dispensedQuantity` union: Amount given (or planned) on a flat-rate line; null on per-unit lines. - number, double - string, double - `isTaxable` boolean - `vatCategory` string, nullable: The source item's VAT category ("standard" | "reduced" | "zero" | "exempt"; null is standard). Prices the line in VAT mode, at the rate convert bills it at (ITE-1539). - `note` string, nullable - `displayOrder` union - integer - string, int32 - `groupId` string, nullable: The EstimateLineGroupDto this line sits under; null when ungrouped. - `createdByAi` boolean: True when the line came from an accepted AI treatment suggestion (ITE-871). - `groupCodeId` string, nullable: The kit this line was expanded from; null for a line added on its own. - `groupCodeName` string, nullable: The kit's name when it was added. - `kitInstanceId` string, nullable: Shared by every line one add of a kit produced. - `serviceType` string: "Procedure" | "Inventory" | "Retail" — derived from the source FK. - `inventoryItemCategory` string, nullable: InventoryItemCategory ("Vaccine", "Medication", …) for an inventory-backed line; routes the perform flow (e.g. vaccine administration). - `executionStatus` string: Pending | Performed | Declined. - `disposition` string, nullable: Persisted dispense disposition: InHouse | TakeHomeLabelNow | TakeHomeLabelLater (null for non-dispensing lines). - `requiresSig` boolean: True when this performed take-home line still needs its SIG / medication details filled (blocks convert). Drives the per-line "Fill instructions" affordance. In-house lines are never required. - `markedForBilling` boolean - `dispenseFee` union: Flat per-dispense fee on the line (once per unique inventory item on the estimate). - number, double - string, double - `unitCost` union: Snapshotted lot cost for a dispensed inventory line. - number, double - string, double - `inventoryTransactionId` string, nullable: Set once an inventory line is dispensed in-visit. The void reversal anchors on this. - `performedById` string, nullable - `performedByName` string, nullable - `performedAt` string, date-time, nullable - `declinedReason` string, nullable - `declinedAt` string, date-time, nullable - `isControlledSubstance` boolean: True for a controlled-substance inventory line (gates the void-reason requirement). - `lineTotal` union: Computed line total: (UnitPrice × Quantity) + DispenseFee. - number, double - string, double - `discount` union: Manual flat dollar discount entered by staff (0 when none, or when a code is applied). - number, double - string, double - `discountSetById` string, nullable - `discountSetByName` string, nullable - `discountSetAt` string, date-time, nullable - `appliedDiscount` EstimateAppliedDiscountDto: A discount code applied to an estimate (order-level when string? EstimateAppliedDiscountDto.EstimateLineItemId is null). - `id` string - `estimateLineItemId` string, nullable - `discountPolicyId` string - `discountCode` string - `discountName` string - `discountType` string: "Percentage" | "Fixed". - `discountValue` union - number, double - string, double - `maxDiscountAmount` union - number, double - string, double - `appliedById` string - `appliedByName` string, nullable - `appliedAt` string, date-time - `discountAmount` union: Staff discount (code or manual) at the working decimal EstimateLineItemDto.Quantity. Excludes price rules. - number, double - string, double - `originalUnitPrice` union: The catalog price before staff overrode decimal EstimateLineItemDto.UnitPrice; null = not overridden. - number, double - string, double - `priceOverriddenById` string, nullable - `priceOverriddenByName` string, nullable - `priceOverriddenAt` string, date-time, nullable - `orderDiscount` EstimateAppliedDiscountDto: A discount code applied to an estimate (order-level when string? EstimateAppliedDiscountDto.EstimateLineItemId is null). - `id` string - `estimateLineItemId` string, nullable - `discountPolicyId` string - `discountCode` string - `discountName` string - `discountType` string: "Percentage" | "Fixed". - `discountValue` union - number, double - string, double - `maxDiscountAmount` union - number, double - string, double - `appliedById` string - `appliedByName` string, nullable - `appliedAt` string, date-time - `orderDiscountAmount` union: Order-code discount at the working quantities (non-declined lines). Excludes price rules. - number, double - string, double - `groups` EstimateLineGroupDto[]: Titled line sections in display order (EstimateLineGroups). List<EstimateLineItemDto> EstimateDto.Items is already in layout order: each group's lines in group order, then the ungrouped lines. - `id` string - `title` string - `displayOrder` union - integer - string, int32 - `origin` string: "Manual" | "Kit" | "Auto". Server-owned; layout saves never write it. - `isPinned` boolean: True once staff renamed or moved the group. Server-owned. ## Changes - **2026-10-28** `099cf36186e0`: 18 info - added the optional property `groups/items/isPinned` to the response with the `200` status (media type: text/plain) - added the optional property `groups/items/isPinned` to the response with the `200` status (media type: application/json) - added the optional property `groups/items/isPinned` to the response with the `200` status (media type: text/json) - added the optional property `groups/items/origin` to the response with the `200` status (media type: text/plain) - …14 more - **2026-10-21** `85ee96c0bb96`: 6 info - added the optional property `groups` to the response with the `200` status (media type: text/plain) - added the optional property `groups` to the response with the `200` status (media type: application/json) - added the optional property `groups` to the response with the `200` status (media type: text/json) - added the optional property `items/items/groupId` to the response with the `200` status (media type: text/plain) - …2 more - …earlier changes not shown [Operation history](https://skmtc.dev/clinicos/apis/pawthosx-business-api-v1/changes/Estimates/:id/link-appointment/post.md) --- [API](https://skmtc.dev/clinicos/apis/pawthosx-business-api-v1.md) - [All operations](https://skmtc.dev/clinicos/apis/pawthosx-business-api-v1/llms.txt) - [OpenAPI document](https://skmtc.dev/clinicos/apis/pawthosx-business-api-v1/revisions/099cf36186e0?raw)