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taks-d.2.1

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phaichayon
2026-06-17 14:46:52 +07:00
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docs/implementation/task-d2-billing-customer-project-parties.md Normal file
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# Task D.2 Billing Customer + Project Parties
## Scope delivered
- Kept the main CRM field named `Billing Customer` on enquiry and quotation forms/detail pages.
- Added a separate `Project Parties` model for enquiries and aligned quotation related customers to the same business concept.
- Added `remark` support on quotation project parties and introduced enquiry project-party persistence.
- Switched role sourcing to the shared master-option category `crm_project_party_role`.
- Added compatibility mapping so legacy quotation roles such as `owner` and `billing` still render correctly.
## Data model
- Added `crm_enquiry_customers` for enquiry project parties.
- Added `remark` column to `crm_quotation_customers`.
- Generated migration `drizzle/0010_calm_wendell_rand.sql`.
## Server behavior
- Enquiry create/update now sync `Project Parties` transactionally.
- Quotation create/update now sync `Project Parties` transactionally.
- Billing customer is auto-added as a `billing_customer` project party during sync.
- Duplicate `customerId + roleCode` combinations are de-duplicated during main form sync and rejected in quotation detail CRUD.
- Quotation project-party reads normalize legacy role codes to current shared role options.
## UI changes
- Enquiry form now has `Billing Customer` plus a `Project Parties` editor.
- Enquiry detail now shows `Billing Customer` and `Project Parties` separately.
- Quotation form now has `Billing Customer` plus a `Project Parties` editor.
- Quotation detail overview separates `Billing Customer` and `Project Parties`.
- Quotation customer tab is relabeled to `Project Parties`, shows role clearly, and supports remark editing.
## Verification
- `npx tsc --noEmit` passes.
- `npm run lint` still fails because of pre-existing repo issues outside this task, including:
- `src/components/ui/input-group.tsx`
- `src/features/chat/components/message-composer.tsx`
- `src/components/forms/demo-form.tsx`