# Task D.6.2 - Opportunity to Quotation Prefill & Project Timeline Fields

## Objective
Improve the Opportunity -> Quotation workflow so users do not need to select the same Opportunity twice, while adding timeline fields and hot-project forecasting support.

## Requirements

### 1. Create Quotation from Opportunity Detail
- Clicking `Create Quotation` from Opportunity detail must open the quotation form with the current Opportunity already selected.
- Related customer/project/contact/product context should be prefilled where available.

### 2. Add Project Timeline Fields
Add these fields to both Opportunity and Quotation:
- `Project Close Date`
- `Delivery Date`

Rules:
- Use calendar date pickers.
- Display format must be `YYYY-MM-DD`.

### 3. Auto Hot Project Rule
- When `Project Close Date <= current date + 3 months`, the system should auto-suggest `hotProject = true`.
- User may manually uncheck it.

### 4. Manual Override Rule
Hot Project must support:
- `auto suggested`
- `manual override`

Recommended persisted fields:
- `isHotProject`
- `hotProjectAutoSuggested`
- `hotProjectManuallyOverridden`

The UI must not keep forcing the checkbox back on during the same edit session after the user manually changes it.

### 5. Backend Enforcement
Backend must:
- accept `projectCloseDate`
- accept `deliveryDate`
- validate `YYYY-MM-DD`
- calculate hot-project suggestion
- preserve manual override
- persist all values correctly

### 6. Quotation Prefill Rules
When creating a quotation from an Opportunity, prefill where available:
- `opportunityId`
- customer / billing customer / project parties
- project name
- product type
- branch
- contact
- `projectCloseDate`
- `deliveryDate`
- `hotProject`

Do not overwrite user edits after the form has already been opened.

### 7. UI Requirements
Opportunity Detail:
- `Create Quotation` must pass the current Opportunity context.
- Quotation form shows selected Opportunity already filled.

Opportunity Form:
- `Project Close Date`
- `Delivery Date`
- `Hot Project`

Quotation Form:
- `Project Close Date`
- `Delivery Date`
- `Hot Project`

### 8. Testing
Run:

```bash
npm run typecheck
npm run build
npm run audit:pdf
```

Test cases:
- Create quotation from Opportunity detail preselects Opportunity.
- User does not need to reselect Opportunity.
- Project Close Date within 3 months auto-checks Hot Project.
- User can uncheck Hot Project.
- Project Close Date beyond 3 months does not auto-check.
- Delivery Date saves correctly.
- Quotation receives timeline fields from Opportunity.
- Existing quotation create flow still works without Opportunity.

## Acceptance Criteria
- Create Quotation from Opportunity detail preselects current Opportunity.
- Opportunity does not need to be selected twice.
- Opportunity has Project Close Date and Delivery Date.
- Quotation has Project Close Date and Delivery Date.
- Date fields use calendar pickers.
- Hot Project is auto-checked when Project Close Date is within 3 months.
- User can manually uncheck Hot Project.
- Manual override is preserved.
- Existing create/edit flows remain compatible.
- Typecheck, build, and PDF audit pass.

---

## Implementation Result - 2026-07-01

Status: Completed

Summary:
- Added `Project Close Date` and `Delivery Date` to opportunity and quotation persistence, DTOs, validation, and form UI.
- Added shared hot-project auto-suggestion logic plus persisted `hotProjectAutoSuggested` and `hotProjectManuallyOverridden`.
- Updated opportunity detail `Create Quotation` flow to pass current opportunity context into the quotation sheet, including project parties when already available.
- Updated quotation prefill logic so automatic population no longer overwrites fields the user already edited in the same open session.

Verification:
- `npm run typecheck` passed.
- `npm run build` passed with existing Turbopack workspace-root and broad local storage path warnings.
- `npm run audit:pdf` passed and refreshed PDF audit artifacts.

Implementation note:
- [task-d.6.2-opportunity-quotation-prefill-project-timeline-2026-07-01.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-d.6.2-opportunity-quotation-prefill-project-timeline-2026-07-01.md)
