task-d.5.6

2026-06-25 13:09:21 +07:00
parent c2a74b6764
commit 65dd0e2e56
27 changed files with 1583 additions and 179 deletions
--- a/src/features/crm/customers/components/customer-detail.tsx
+++ b/src/features/crm/customers/components/customer-detail.tsx
@@ -297,7 +297,7 @@ export function CustomerDetail({
          />
          <Card>
            <CardHeader>
-              <CardTitle>เธเนเธญเธกเธนเธฅเธฃเธฐเธเธ</CardTitle>
+              <CardTitle>ข้อมูลระบบ</CardTitle>
              <CardDescription>ข้อมูลประกอบการติดตามและตรวจสอบของรายการลูกค้านี้</CardDescription>
            </CardHeader>
            <CardContent className='space-y-4'>
@@ -319,4 +319,3 @@ export function CustomerDetail({
    </div>
  );
 }
-
--- a/src/features/crm/dashboard/components/dashboard-followups.tsx
+++ b/src/features/crm/dashboard/components/dashboard-followups.tsx
@@ -22,7 +22,9 @@ export function DashboardFollowups({
    <Card>
      <CardHeader>
        <CardTitle>Dashboard งานติดตาม</CardTitle>
-        <CardDescription>ภาพรวมงานติดตามที่กำลังจะถึงและที่ดำเนินการแล้วของโอกาสขายและใบเสนอราคา</CardDescription>
+        <CardDescription>
+          ภาพรวมงานติดตามที่กำลังจะถึงและที่ดำเนินการแล้วของโอกาสขายและใบเสนอราคา
+        </CardDescription>
      </CardHeader>
      <CardContent className='space-y-6'>
        <div className='grid gap-4 sm:grid-cols-2 xl:grid-cols-4'>
@@ -38,7 +40,7 @@ export function DashboardFollowups({
              <TableHead>ลูกค้า</TableHead>
              <TableHead>โอกาสขาย</TableHead>
              <TableHead>ผู้ดูแลโอกาสขาย</TableHead>
-              <TableHead>เธ—เธตเนเธกเธฒ</TableHead>
+              <TableHead>ที่มา</TableHead>
            </TableRow>
          </TableHeader>
          <TableBody>
@@ -65,4 +67,3 @@ export function DashboardFollowups({
    </Card>
  );
 }
-
--- a/src/features/crm/dashboard/components/dashboard-hot-projects.tsx
+++ b/src/features/crm/dashboard/components/dashboard-hot-projects.tsx
@@ -13,7 +13,9 @@ export function DashboardHotProjects({ rows }: { rows: CrmDashboardHotProjectRow
    <Card>
      <CardHeader>
        <CardTitle>โอกาสขายเด่นที่กำลังดำเนินการ</CardTitle>
-        <CardDescription>จัดอันดับโอกาสขายสำคัญตามมูลค่าที่ประเมินไว้</CardDescription>
+        <CardDescription>
+          จัดอันดับโอกาสขายสำคัญตามมูลค่าที่ประเมินไว้
+        </CardDescription>
      </CardHeader>
      <CardContent>
        <Table>
@@ -21,7 +23,7 @@ export function DashboardHotProjects({ rows }: { rows: CrmDashboardHotProjectRow
            <TableRow>
              <TableHead>โครงการ</TableHead>
              <TableHead>ลูกค้า</TableHead>
-              <TableHead className='text-right'>เธกเธนเธฅเธเนเธฒ</TableHead>
+              <TableHead className='text-right'>มูลค่า</TableHead>
              <TableHead>ผู้ดูแลโอกาสขาย</TableHead>
              <TableHead className='text-right'>ความน่าจะเป็น</TableHead>
            </TableRow>
@@ -53,4 +55,3 @@ export function DashboardHotProjects({ rows }: { rows: CrmDashboardHotProjectRow
    </Card>
  );
 }
-
--- a/src/features/crm/dashboard/components/dashboard-sales-ranking.tsx
+++ b/src/features/crm/dashboard/components/dashboard-sales-ranking.tsx
@@ -13,13 +13,15 @@ export function DashboardSalesRanking({ rows }: { rows: CrmDashboardSalesRanking
    <Card>
      <CardHeader>
        <CardTitle>อันดับผลงานฝ่ายขาย</CardTitle>
-        <CardDescription>การนับลีดและโอกาสขายยึดตามผู้รับผิดชอบ ส่วนใบเสนอราคายึดตามผู้ขาย</CardDescription>
+        <CardDescription>
+          การนับลีดและโอกาสขายยึดตามผู้รับผิดชอบ ส่วนใบเสนอราคาและงานที่ชนะยึดตามผู้ขาย
+        </CardDescription>
      </CardHeader>
      <CardContent>
        <Table>
          <TableHeader>
            <TableRow>
- <TableHead>ผู้ขาย</TableHead>
+              <TableHead>ผู้ขาย</TableHead>
              <TableHead className='text-right'>ลีด</TableHead>
              <TableHead className='text-right'>โอกาสขาย</TableHead>
              <TableHead className='text-right'>ใบเสนอราคา</TableHead>
--- a/src/features/crm/opportunities/api/mutations.ts
+++ b/src/features/crm/opportunities/api/mutations.ts
@@ -1,27 +1,31 @@
 import { mutationOptions } from '@tanstack/react-query';
+import { crmDashboardKeys } from '@/features/crm/dashboard/api/queries';
 import { getQueryClient } from '@/lib/query-client';
+import type {
+  OpportunityAssignmentMutationPayload,
+  OpportunityFollowupMutationPayload,
+  OpportunityMarkCancelledPayload,
+  OpportunityMarkLostPayload,
+  OpportunityMarkNoQuotationPayload,
+  OpportunityMarkWonPayload,
+  OpportunityMutationPayload
+} from './types';
+import { opportunityKeys } from './queries';
 import {
  assignOpportunity,
  createOpportunity,
  createOpportunityFollowup,
  deleteOpportunity,
  deleteOpportunityFollowup,
+  markOpportunityCancelled,
  markOpportunityLost,
+  markOpportunityNoQuotation,
  markOpportunityWon,
  reassignOpportunity,
  reopenOpportunity,
  updateOpportunity,
  updateOpportunityFollowup
 } from './service';
-import { opportunityKeys } from './queries';
-import type {
-  OpportunityAssignmentMutationPayload,
-  OpportunityFollowupMutationPayload,
-  OpportunityMarkLostPayload,
-  OpportunityMarkWonPayload,
-  OpportunityMutationPayload
-} from './types';
-import { crmDashboardKeys } from '@/features/crm/dashboard/api/queries';

 async function invalidateOpportunityLists() {
  await getQueryClient().invalidateQueries({ queryKey: opportunityKeys.lists() });
@@ -67,7 +71,7 @@ export async function invalidateOpportunityFollowupMutationQueries(opportunityId
 }

 export const createOpportunityMutation = mutationOptions({
-  mutationFn: (data: OpportunityMutationPayload) => createOpportunity(data),
+  mutationFn: (values: OpportunityMutationPayload) => createOpportunity(values),
  onSettled: async (_data, error) => {
    if (!error) {
      await Promise.all([invalidateOpportunityLists(), invalidateDashboardQueries()]);
@@ -89,10 +93,11 @@ export const deleteOpportunityMutation = mutationOptions({
  mutationFn: (id: string) => deleteOpportunity(id),
  onSettled: async (_data, error, id) => {
    if (!error) {
-      getQueryClient().removeQueries({ queryKey: opportunityKeys.detail(id) });
-      getQueryClient().removeQueries({ queryKey: opportunityKeys.projectParties(id) });
-      getQueryClient().removeQueries({ queryKey: opportunityKeys.followups(id) });
-      await Promise.all([invalidateOpportunityLists(), invalidateDashboardQueries()]);
+      await Promise.all([
+        invalidateOpportunityLists(),
+        invalidateDashboardQueries(),
+        getQueryClient().removeQueries({ queryKey: opportunityKeys.detail(id) })
+      ]);
    }
  }
 });
@@ -179,6 +184,26 @@ export const markOpportunityLostMutation = mutationOptions({
  }
 });

+export const markOpportunityCancelledMutation = mutationOptions({
+  mutationFn: ({ id, values }: { id: string; values: OpportunityMarkCancelledPayload }) =>
+    markOpportunityCancelled(id, values),
+  onSettled: async (_data, error, variables) => {
+    if (!error) {
+      await invalidateOpportunityMutationQueries(variables.id);
+    }
+  }
+});
+
+export const markOpportunityNoQuotationMutation = mutationOptions({
+  mutationFn: ({ id, values }: { id: string; values: OpportunityMarkNoQuotationPayload }) =>
+    markOpportunityNoQuotation(id, values),
+  onSettled: async (_data, error, variables) => {
+    if (!error) {
+      await invalidateOpportunityMutationQueries(variables.id);
+    }
+  }
+});
+
 export const reopenOpportunityMutation = mutationOptions({
  mutationFn: ({ id, reason }: { id: string; reason: string }) =>
    reopenOpportunity(id, { reopenReason: reason }),
@@ -188,4 +213,3 @@ export const reopenOpportunityMutation = mutationOptions({
    }
  }
 });
-
--- a/src/features/crm/opportunities/api/queries.ts
+++ b/src/features/crm/opportunities/api/queries.ts
@@ -1,12 +1,12 @@
 import { queryOptions } from '@tanstack/react-query';
+import type { OpportunityFilters } from './types';
 import {
  getOpportunityAttachments,
-  getOpportunities,
  getOpportunityById,
  getOpportunityFollowups,
-  getOpportunityProjectParties
+  getOpportunityProjectParties,
+  getOpportunities
 } from './service';
-import type { OpportunityFilters } from './types';

 export const opportunityKeys = {
  all: ['crm-opportunities'] as const,
@@ -51,4 +51,3 @@ export const opportunityAttachmentsOptions = (id: string) =>
    queryKey: opportunityKeys.attachments(id),
    queryFn: () => getOpportunityAttachments(id)
  });
-
--- a/src/features/crm/opportunities/api/service.ts
+++ b/src/features/crm/opportunities/api/service.ts
@@ -1,18 +1,20 @@
 import { apiClient } from '@/lib/api-client';
 import type {
-  OpportunityAttachmentsResponse,
+  MutationSuccessResponse,
  OpportunityAssignmentMutationPayload,
+  OpportunityAttachmentsResponse,
  OpportunityDetailResponse,
  OpportunityFilters,
  OpportunityFollowupMutationPayload,
  OpportunityFollowupsResponse,
  OpportunityListResponse,
+  OpportunityMarkCancelledPayload,
  OpportunityMarkLostPayload,
+  OpportunityMarkNoQuotationPayload,
  OpportunityMarkWonPayload,
  OpportunityMutationPayload,
  OpportunityProjectPartiesResponse,
-  OpportunityReopenPayload,
-  MutationSuccessResponse
+  OpportunityReopenPayload
 } from './types';

 export async function getOpportunities(filters: OpportunityFilters): Promise<OpportunityListResponse> {
@@ -23,14 +25,18 @@ export async function getOpportunities(filters: OpportunityFilters): Promise<Opp
  if (filters.search) searchParams.set('search', filters.search);
  if (filters.pipelineStage) searchParams.set('pipelineStage', filters.pipelineStage);
  if (filters.status) searchParams.set('status', filters.status);
+  if (filters.stage) searchParams.set('stage', filters.stage);
+  if (filters.outcomeStatus) searchParams.set('outcomeStatus', filters.outcomeStatus);
  if (filters.productType) searchParams.set('productType', filters.productType);
  if (filters.priority) searchParams.set('priority', filters.priority);
  if (filters.branch) searchParams.set('branch', filters.branch);
  if (filters.customer) searchParams.set('customer', filters.customer);
+  if (filters.lostReason) searchParams.set('lostReason', filters.lostReason);
+  if (filters.closedDateFrom) searchParams.set('closedDateFrom', filters.closedDateFrom);
+  if (filters.closedDateTo) searchParams.set('closedDateTo', filters.closedDateTo);
  if (filters.sort) searchParams.set('sort', filters.sort);

  const query = searchParams.toString();
-
  return apiClient<OpportunityListResponse>(`/crm/opportunities${query ? `?${query}` : ''}`);
 }

@@ -125,10 +131,23 @@ export async function markOpportunityLost(id: string, data: OpportunityMarkLostP
  });
 }

+export async function markOpportunityCancelled(id: string, data: OpportunityMarkCancelledPayload) {
+  return apiClient<MutationSuccessResponse>(`/crm/opportunities/${id}/mark-cancelled`, {
+    method: 'POST',
+    body: JSON.stringify(data)
+  });
+}
+
+export async function markOpportunityNoQuotation(id: string, data: OpportunityMarkNoQuotationPayload) {
+  return apiClient<MutationSuccessResponse>(`/crm/opportunities/${id}/mark-no-quotation`, {
+    method: 'POST',
+    body: JSON.stringify(data)
+  });
+}
+
 export async function reopenOpportunity(id: string, data: OpportunityReopenPayload) {
  return apiClient<MutationSuccessResponse>(`/crm/opportunities/${id}/reopen`, {
    method: 'POST',
    body: JSON.stringify(data)
  });
 }
-
--- a/src/features/crm/opportunities/api/types.ts
+++ b/src/features/crm/opportunities/api/types.ts
@@ -76,6 +76,7 @@ export interface OpportunityAttachmentRecord {
 }

 export type OpportunityPipelineStage = 'lead' | 'opportunity' | 'closed_won' | 'closed_lost';
+export type OpportunityOutcomeStatus = 'open' | 'won' | 'lost' | 'cancelled' | 'no_quotation';

 export interface OpportunityRecord {
  id: string;
@@ -92,6 +93,8 @@ export interface OpportunityRecord {
  projectLocation: string | null;
  productType: string;
  status: string;
+  stage: string;
+  outcomeStatus: OpportunityOutcomeStatus;
  priority: string;
  leadChannel: string | null;
  estimatedValue: number | null;
@@ -103,6 +106,7 @@ export interface OpportunityRecord {
  isHotProject: boolean;
  isActive: boolean;
  pipelineStage: OpportunityPipelineStage;
+  closedAt: string | null;
  closedWonAt: string | null;
  closedLostAt: string | null;
  closedByUserId: string | null;
@@ -114,8 +118,11 @@ export interface OpportunityRecord {
  lostReason: string | null;
  lostReasonCode: string | null;
  lostReasonLabel: string | null;
+  lostDetail: string | null;
  lostCompetitor: string | null;
  lostRemark: string | null;
+  cancelReason: string | null;
+  noQuotationReason: string | null;
  assignedToUserId: string | null;
  assignedToName: string | null;
  assignedAt: string | null;
@@ -172,11 +179,15 @@ export interface OpportunityActivityRecord {
 export interface OpportunityReferenceData {
  branches: OpportunityBranchOption[];
  statuses: OpportunityOption[];
+  stages: OpportunityOption[];
+  outcomeStatuses: OpportunityOption[];
  productTypes: OpportunityOption[];
  priorities: OpportunityOption[];
  leadChannels: OpportunityOption[];
  followupTypes: OpportunityOption[];
  lostReasons: OpportunityOption[];
+  cancelReasons: OpportunityOption[];
+  noQuotationReasons: OpportunityOption[];
  projectPartyRoles: OpportunityOption[];
  customers: OpportunityCustomerLookup[];
  contacts: OpportunityContactLookup[];
@@ -189,10 +200,15 @@ export interface OpportunityFilters {
  search?: string;
  pipelineStage?: OpportunityPipelineStage;
  status?: string;
+  stage?: string;
+  outcomeStatus?: string;
  productType?: string;
  priority?: string;
  branch?: string;
  customer?: string;
+  lostReason?: string;
+  closedDateFrom?: string;
+  closedDateTo?: string;
  sort?: string;
 }

@@ -291,10 +307,19 @@ export interface OpportunityMarkWonPayload {

 export interface OpportunityMarkLostPayload {
  lostReason: string;
+  lostDetail?: string | null;
  lostCompetitor?: string | null;
  lostRemark?: string | null;
 }

+export interface OpportunityMarkCancelledPayload {
+  cancelReason: string;
+}
+
+export interface OpportunityMarkNoQuotationPayload {
+  noQuotationReason: string;
+}
+
 export interface OpportunityReopenPayload {
  reopenReason: string;
 }
@@ -312,4 +337,3 @@ export interface MutationSuccessResponse {
  success: boolean;
  message: string;
 }
-
--- a/src/features/crm/opportunities/components/opportunity-cell-action.tsx
+++ b/src/features/crm/opportunities/components/opportunity-cell-action.tsx
@@ -92,11 +92,10 @@ export function OpportunityCellAction({
            <Icons.edit className='mr-2 h-4 w-4' /> {workspace === 'lead' ? 'แก้ไขลีด' : 'แก้ไขโอกาสขาย'}
          </DropdownMenuItem>
          <DropdownMenuItem onClick={() => setDeleteOpen(true)} disabled={!canDelete}>
-            <Icons.trash className='mr-2 h-4 w-4' /> เธฅเธ
+            <Icons.trash className='mr-2 h-4 w-4' /> ลบ
          </DropdownMenuItem>
        </DropdownMenuContent>
      </DropdownMenu>
    </>
  );
 }
-
--- a/src/features/crm/opportunities/components/opportunity-followups-tab.tsx
+++ b/src/features/crm/opportunities/components/opportunity-followups-tab.tsx
@@ -117,7 +117,7 @@ export function OpportunityFollowupsTab({
                    setDeleteOpen(true);
                  }}
                >
-                  <Icons.trash className='mr-2 h-4 w-4' /> เธฅเธ
+                  <Icons.trash className='mr-2 h-4 w-4' /> ลบ
                </Button>
              </div>
            </div>
@@ -146,4 +146,3 @@ export function OpportunityFollowupsTab({
    </Card>
  );
 }
-
--- a/src/features/crm/opportunities/schemas/lifecycle.schema.ts
+++ b/src/features/crm/opportunities/schemas/lifecycle.schema.ts
@@ -0,0 +1,60 @@
+import * as z from 'zod';
+
+function coerceOptionalNumber(message: string) {
+  return z.preprocess((value) => {
+    if (value === '' || value === null || value === undefined) {
+      return undefined;
+    }
+
+    if (typeof value === 'number') {
+      return value;
+    }
+
+    if (typeof value === 'string') {
+      const trimmed = value.trim();
+      if (!trimmed) {
+        return undefined;
+      }
+
+      return Number(trimmed);
+    }
+
+    return value;
+  }, z.number().refine((value) => !Number.isNaN(value), message).optional());
+}
+
+export const opportunityMarkWonSchema = z.object({
+  poNumber: z.string().min(1, 'PO number required'),
+  poDate: z.string().min(1, 'PO date required'),
+  poAmount: coerceOptionalNumber('PO amount must be number').refine(
+    (value) => value === undefined || value >= 0,
+    'PO amount must be 0 or greater'
+  ),
+  poCurrency: z.string().optional().nullable(),
+  remark: z.string().optional().nullable()
+});
+
+export const opportunityMarkLostSchema = z.object({
+  lostReason: z.string().min(1, 'Lost reason required'),
+  lostDetail: z.string().optional().nullable(),
+  lostCompetitor: z.string().optional().nullable(),
+  lostRemark: z.string().optional().nullable()
+});
+
+export const opportunityMarkCancelledSchema = z.object({
+  cancelReason: z.string().min(1, 'Cancel reason required')
+});
+
+export const opportunityMarkNoQuotationSchema = z.object({
+  noQuotationReason: z.string().min(1, 'No quotation reason required')
+});
+
+export const opportunityReopenSchema = z.object({
+  reopenReason: z.string().min(3, 'Reopen reason required')
+});
+
+export type OpportunityMarkWonFormValues = z.input<typeof opportunityMarkWonSchema>;
+export type OpportunityMarkLostFormValues = z.input<typeof opportunityMarkLostSchema>;
+export type OpportunityMarkCancelledFormValues = z.input<typeof opportunityMarkCancelledSchema>;
+export type OpportunityMarkNoQuotationFormValues = z.input<typeof opportunityMarkNoQuotationSchema>;
+export type OpportunityReopenFormValues = z.input<typeof opportunityReopenSchema>;
--- a/src/features/crm/opportunities/schemas/opportunity.schema.ts
+++ b/src/features/crm/opportunities/schemas/opportunity.schema.ts
@@ -1,5 +1,18 @@
 import * as z from 'zod';

+export {
+  opportunityMarkCancelledSchema,
+  opportunityMarkLostSchema,
+  opportunityMarkNoQuotationSchema,
+  opportunityMarkWonSchema,
+  opportunityReopenSchema,
+  type OpportunityMarkCancelledFormValues,
+  type OpportunityMarkLostFormValues,
+  type OpportunityMarkNoQuotationFormValues,
+  type OpportunityMarkWonFormValues,
+  type OpportunityReopenFormValues
+} from './lifecycle.schema';
+
 function coerceOptionalNumber(message: string) {
  return z.preprocess((value) => {
    if (value === '' || value === null || value === undefined) {
@@ -12,7 +25,6 @@ function coerceOptionalNumber(message: string) {

    if (typeof value === 'string') {
      const trimmed = value.trim();
-
      if (!trimmed) {
        return undefined;
      }
@@ -25,7 +37,7 @@ function coerceOptionalNumber(message: string) {
 }

 export const opportunitySchema = z.object({
-  customerId: z.string().min(1, 'Please select a customer'),
+  customerId: z.string().min(1, 'Please select customer'),
  contactId: z.string().optional().nullable(),
  assignedToUserId: z.string().optional().nullable(),
  title: z.string().min(2, 'Title must be at least 2 characters'),
@@ -34,9 +46,9 @@ export const opportunitySchema = z.object({
  projectName: z.string().optional(),
  projectLocation: z.string().optional(),
  branchId: z.string().optional().nullable(),
-  productType: z.string().min(1, 'Please select a product type'),
-  status: z.string().min(1, 'Please select a status'),
-  priority: z.string().min(1, 'Please select a priority'),
+  productType: z.string().min(1, 'Please select product type'),
+  status: z.string().min(1, 'Please select stage'),
+  priority: z.string().min(1, 'Please select priority'),
  leadChannel: z.string().optional().nullable(),
  estimatedValue: coerceOptionalNumber('Estimated value must be a number').refine(
    (value) => value === undefined || value >= 0,
@@ -55,8 +67,8 @@ export const opportunitySchema = z.object({
  projectParties: z
    .array(
      z.object({
-        customerId: z.string().min(1, 'Please select a customer'),
-        role: z.string().min(1, 'Please select a role'),
+        customerId: z.string().min(1, 'Please select customer'),
+        role: z.string().min(1, 'Please select role'),
        remark: z.string().nullable().optional()
      })
    )
@@ -64,8 +76,8 @@ export const opportunitySchema = z.object({
 });

 export const opportunityFollowupSchema = z.object({
-  followupDate: z.string().min(1, 'Follow-up date is required'),
-  followupType: z.string().min(1, 'Please select a follow-up type'),
+  followupDate: z.string().min(1, 'Follow-up date required'),
+  followupType: z.string().min(1, 'Please select follow-up type'),
  contactId: z.string().optional().nullable(),
  outcome: z.string().optional(),
  notes: z.string().optional(),
@@ -73,30 +85,5 @@ export const opportunityFollowupSchema = z.object({
  nextAction: z.string().optional()
 });

-export const opportunityMarkWonSchema = z.object({
-  poNumber: z.string().min(1, 'PO number is required'),
-  poDate: z.string().min(1, 'PO date is required'),
-  poAmount: coerceOptionalNumber('PO amount must be a number').refine(
-    (value) => value === undefined || value >= 0,
-    'PO amount must be 0 or greater'
-  ),
-  poCurrency: z.string().optional().nullable(),
-  remark: z.string().optional().nullable()
-});
-
-export const opportunityMarkLostSchema = z.object({
-  lostReason: z.string().min(1, 'Lost reason is required'),
-  lostCompetitor: z.string().optional().nullable(),
-  lostRemark: z.string().optional().nullable()
-});
-
-export const opportunityReopenSchema = z.object({
-  reopenReason: z.string().min(3, 'Reopen reason is required')
-});
-
 export type OpportunityFormValues = z.input<typeof opportunitySchema>;
 export type OpportunityFollowupFormValues = z.input<typeof opportunityFollowupSchema>;
-export type OpportunityMarkWonFormValues = z.input<typeof opportunityMarkWonSchema>;
-export type OpportunityMarkLostFormValues = z.input<typeof opportunityMarkLostSchema>;
-export type OpportunityReopenFormValues = z.input<typeof opportunityReopenSchema>;
-
--- a/src/features/crm/opportunities/server/lifecycle.service.ts
+++ b/src/features/crm/opportunities/server/lifecycle.service.ts
@@ -0,0 +1,243 @@
+import { eq } from 'drizzle-orm';
+import { crmOpportunities } from '@/db/schema';
+import { auditAction } from '@/features/foundation/audit-log/service';
+import { db } from '@/lib/db';
+import { AuthError } from '@/lib/auth/session';
+import type {
+  OpportunityMarkCancelledPayload,
+  OpportunityMarkLostPayload,
+  OpportunityMarkNoQuotationPayload,
+  OpportunityMarkWonPayload,
+  OpportunityReopenPayload
+} from '../api/types';
+import {
+  assertOpportunityBelongsToOrganization,
+  type OpportunityAccessContext
+} from './service';
+
+type OpportunityRow = typeof crmOpportunities.$inferSelect;
+
+function isClosed(opportunity: OpportunityRow) {
+  return (opportunity.outcomeStatus ?? 'open') !== 'open';
+}
+
+function assertCanClose(opportunity: OpportunityRow) {
+  if (opportunity.pipelineStage !== 'opportunity') {
+    throw new AuthError('Opportunity must be in opportunity stage', 400);
+  }
+
+  if (isClosed(opportunity)) {
+    throw new AuthError('Opportunity is already closed', 400);
+  }
+}
+
+function buildLegacyPipelineStage(outcomeStatus: OpportunityRow['outcomeStatus']) {
+  if (outcomeStatus === 'won') return 'closed_won' as const;
+  if (outcomeStatus === 'lost') return 'closed_lost' as const;
+  return 'opportunity' as const;
+}
+
+async function updateClosedOpportunity(
+  opportunity: OpportunityRow,
+  organizationId: string,
+  userId: string,
+  payload:
+    | { outcomeStatus: 'won'; reason: string | null; action: 'mark_opportunity_won'; values: OpportunityMarkWonPayload }
+    | { outcomeStatus: 'lost'; reason: string; action: 'mark_opportunity_lost'; values: OpportunityMarkLostPayload }
+    | {
+        outcomeStatus: 'cancelled';
+        reason: string;
+        action: 'mark_opportunity_cancelled';
+        values: OpportunityMarkCancelledPayload;
+      }
+    | {
+        outcomeStatus: 'no_quotation';
+        reason: string;
+        action: 'mark_opportunity_no_quotation';
+        values: OpportunityMarkNoQuotationPayload;
+      }
+) {
+  assertCanClose(opportunity);
+
+  const now = new Date();
+  const [updated] = await db
+    .update(crmOpportunities)
+    .set({
+      status: 'closed',
+      outcomeStatus: payload.outcomeStatus,
+      pipelineStage: buildLegacyPipelineStage(payload.outcomeStatus),
+      closedAt: now,
+      closedWonAt: payload.outcomeStatus === 'won' ? now : null,
+      closedLostAt: payload.outcomeStatus === 'lost' ? now : null,
+      closedByUserId: userId,
+      poNumber: payload.outcomeStatus === 'won' ? payload.values.poNumber.trim() : null,
+      poDate:
+        payload.outcomeStatus === 'won' && payload.values.poDate
+          ? new Date(payload.values.poDate)
+          : null,
+      poAmount: payload.outcomeStatus === 'won' ? payload.values.poAmount ?? null : null,
+      poCurrency: payload.outcomeStatus === 'won' ? payload.values.poCurrency?.trim() || null : null,
+      lostReason: payload.outcomeStatus === 'lost' ? payload.values.lostReason : null,
+      lostDetail: payload.outcomeStatus === 'lost' ? payload.values.lostDetail?.trim() || null : null,
+      lostCompetitor:
+        payload.outcomeStatus === 'lost' ? payload.values.lostCompetitor?.trim() || null : null,
+      lostRemark: payload.outcomeStatus === 'lost' ? payload.values.lostRemark?.trim() || null : null,
+      cancelReason: payload.outcomeStatus === 'cancelled' ? payload.values.cancelReason : null,
+      noQuotationReason:
+        payload.outcomeStatus === 'no_quotation' ? payload.values.noQuotationReason : null,
+      updatedAt: now,
+      updatedBy: userId
+    })
+    .where(eq(crmOpportunities.id, opportunity.id))
+    .returning();
+
+  await auditAction({
+    organizationId,
+    branchId: updated.branchId,
+    userId,
+    entityType: 'crm_opportunity',
+    entityId: updated.id,
+    action: payload.action,
+    afterData: {
+      previousStage: opportunity.status,
+      previousOutcomeStatus: opportunity.outcomeStatus ?? 'open',
+      newStage: updated.status,
+      newOutcomeStatus: updated.outcomeStatus,
+      reason: payload.reason,
+      actedBy: userId,
+      actedAt: now.toISOString(),
+      closedAt: updated.closedAt?.toISOString() ?? null
+    }
+  });
+
+  return updated;
+}
+
+export async function markOpportunityWon(
+  id: string,
+  organizationId: string,
+  userId: string,
+  payload: OpportunityMarkWonPayload,
+  accessContext?: OpportunityAccessContext
+) {
+  const opportunity = await assertOpportunityBelongsToOrganization(id, organizationId, accessContext);
+  if (!payload.poNumber.trim()) {
+    throw new AuthError('PO number required', 400);
+  }
+
+  return updateClosedOpportunity(opportunity, organizationId, userId, {
+    outcomeStatus: 'won',
+    action: 'mark_opportunity_won',
+    reason: payload.remark?.trim() || null,
+    values: payload
+  });
+}
+
+export async function markOpportunityLost(
+  id: string,
+  organizationId: string,
+  userId: string,
+  payload: OpportunityMarkLostPayload,
+  accessContext?: OpportunityAccessContext
+) {
+  const opportunity = await assertOpportunityBelongsToOrganization(id, organizationId, accessContext);
+  return updateClosedOpportunity(opportunity, organizationId, userId, {
+    outcomeStatus: 'lost',
+    action: 'mark_opportunity_lost',
+    reason: payload.lostReason,
+    values: payload
+  });
+}
+
+export async function markOpportunityCancelled(
+  id: string,
+  organizationId: string,
+  userId: string,
+  payload: OpportunityMarkCancelledPayload,
+  accessContext?: OpportunityAccessContext
+) {
+  const opportunity = await assertOpportunityBelongsToOrganization(id, organizationId, accessContext);
+  return updateClosedOpportunity(opportunity, organizationId, userId, {
+    outcomeStatus: 'cancelled',
+    action: 'mark_opportunity_cancelled',
+    reason: payload.cancelReason,
+    values: payload
+  });
+}
+
+export async function markOpportunityNoQuotation(
+  id: string,
+  organizationId: string,
+  userId: string,
+  payload: OpportunityMarkNoQuotationPayload,
+  accessContext?: OpportunityAccessContext
+) {
+  const opportunity = await assertOpportunityBelongsToOrganization(id, organizationId, accessContext);
+  return updateClosedOpportunity(opportunity, organizationId, userId, {
+    outcomeStatus: 'no_quotation',
+    action: 'mark_opportunity_no_quotation',
+    reason: payload.noQuotationReason,
+    values: payload
+  });
+}
+
+export async function reopenOpportunity(
+  id: string,
+  organizationId: string,
+  userId: string,
+  payload: OpportunityReopenPayload,
+  accessContext?: OpportunityAccessContext
+) {
+  const opportunity = await assertOpportunityBelongsToOrganization(id, organizationId, accessContext);
+
+  if (!isClosed(opportunity)) {
+    throw new AuthError('Only closed opportunities can be reopened', 400);
+  }
+
+  const now = new Date();
+  const [updated] = await db
+    .update(crmOpportunities)
+    .set({
+      status: 'quotation_created',
+      outcomeStatus: 'open',
+      pipelineStage: 'opportunity',
+      closedAt: null,
+      closedWonAt: null,
+      closedLostAt: null,
+      closedByUserId: null,
+      poNumber: null,
+      poDate: null,
+      poAmount: null,
+      poCurrency: null,
+      lostReason: null,
+      lostDetail: null,
+      lostCompetitor: null,
+      lostRemark: null,
+      cancelReason: null,
+      noQuotationReason: null,
+      updatedAt: now,
+      updatedBy: userId
+    })
+    .where(eq(crmOpportunities.id, opportunity.id))
+    .returning();
+
+  await auditAction({
+    organizationId,
+    branchId: updated.branchId,
+    userId,
+    entityType: 'crm_opportunity',
+    entityId: updated.id,
+    action: 'reopen_opportunity',
+    afterData: {
+      previousStage: opportunity.status,
+      previousOutcomeStatus: opportunity.outcomeStatus ?? 'open',
+      newStage: updated.status,
+      newOutcomeStatus: updated.outcomeStatus,
+      reason: payload.reopenReason.trim(),
+      actedBy: userId,
+      actedAt: now.toISOString()
+    }
+  });
+
+  return updated;
+}
--- a/src/features/crm/opportunities/server/service.ts
+++ b/src/features/crm/opportunities/server/service.ts
@@ -1,4 +1,4 @@
-import { and, asc, count, desc, eq, ilike, inArray, isNull, or, type SQL } from 'drizzle-orm';
+import { and, asc, count, desc, eq, ilike, inArray, isNull, or, sql, type SQL } from 'drizzle-orm';
 import {
  crmCustomerContacts,
  crmCustomers,
@@ -29,7 +29,9 @@ import type {
  OpportunityFollowupMutationPayload,
  OpportunityFollowupRecord,
  OpportunityListItem,
+  OpportunityMarkCancelledPayload,
  OpportunityMarkLostPayload,
+  OpportunityMarkNoQuotationPayload,
  OpportunityMarkWonPayload,
  OpportunityMutationPayload,
  OpportunityOption,
@@ -49,12 +51,15 @@ import {
 import { PERMISSIONS } from '@/lib/auth/rbac';

 const ENQUIRY_OPTION_CATEGORIES = {
-  status: 'crm_opportunity_status',
+  status: 'crm_opportunity_stage',
  productType: 'crm_product_type',
  priority: 'crm_priority',
  leadChannel: 'crm_lead_channel',
  followupType: 'crm_followup_type',
-  lostReason: 'crm_lost_reason',
+  outcomeStatus: 'crm_opportunity_outcome_status',
+  lostReason: 'crm_opportunity_lost_reason',
+  cancelReason: 'crm_opportunity_cancel_reason',
+  noQuotationReason: 'crm_opportunity_no_quotation_reason',
  projectPartyRole: PROJECT_PARTY_OPTION_CATEGORY
 } as const;

@@ -136,6 +141,8 @@ function mapOpportunityRecord(
    projectLocation: row.projectLocation,
    productType: row.productType,
    status: row.status,
+    stage: row.status,
+    outcomeStatus: (row.outcomeStatus ?? 'open') as OpportunityRecord['outcomeStatus'],
    priority: row.priority,
    leadChannel: row.leadChannel,
    estimatedValue: row.estimatedValue,
@@ -147,6 +154,7 @@ function mapOpportunityRecord(
    isHotProject: row.isHotProject,
    isActive: row.isActive,
    pipelineStage: row.pipelineStage as OpportunityPipelineStage,
+    closedAt: row.closedAt?.toISOString() ?? null,
    closedWonAt: row.closedWonAt?.toISOString() ?? null,
    closedLostAt: row.closedLostAt?.toISOString() ?? null,
    closedByUserId: row.closedByUserId,
@@ -158,8 +166,11 @@ function mapOpportunityRecord(
    lostReason: row.lostReason,
    lostReasonCode: options?.lostReason?.code ?? null,
    lostReasonLabel: options?.lostReason?.label ?? null,
+    lostDetail: row.lostDetail,
    lostCompetitor: row.lostCompetitor,
    lostRemark: row.lostRemark,
+    cancelReason: row.cancelReason,
+    noQuotationReason: row.noQuotationReason,
    assignedToUserId: row.assignedToUserId,
    assignedToName: options?.assignedToName ?? null,
    assignedAt: row.assignedAt?.toISOString() ?? null,
@@ -468,7 +479,7 @@ export async function assertAssignableUserBelongsToOrganization(
  return membership;
 }

-async function assertOpportunityBelongsToOrganization(
+export async function assertOpportunityBelongsToOrganization(
  id: string,
  organizationId: string,
  accessContext?: OpportunityAccessContext
@@ -496,6 +507,16 @@ async function assertOpportunityBelongsToOrganization(
  return opportunity;
 }

+function isClosedOpportunity(opportunity: typeof crmOpportunities.$inferSelect) {
+  return (opportunity.outcomeStatus ?? 'open') !== 'open';
+}
+
+function assertOpportunityOpenForEditing(opportunity: typeof crmOpportunities.$inferSelect) {
+  if (isClosedOpportunity(opportunity)) {
+    throw new AuthError('Closed opportunities must be reopened before editing', 400);
+  }
+}
+
 async function assertFollowupBelongsToOpportunity(
  followupId: string,
  opportunityId: string,
@@ -586,6 +607,7 @@ async function validateFollowupPayload(
    organizationId,
    accessContext
  );
+  assertOpportunityOpenForEditing(opportunity);

  await assertMasterOptionValue(
    organizationId,
@@ -601,10 +623,13 @@ async function validateFollowupPayload(
 function buildOpportunityFilters(context: OpportunityAccessContext, filters: OpportunityFilters): SQL[] {
  const pipelineStages = splitFilterValue(filters.pipelineStage);
  const statuses = splitFilterValue(filters.status);
+  const stages = splitFilterValue(filters.stage);
+  const outcomeStatuses = splitFilterValue(filters.outcomeStatus);
  const productTypes = splitFilterValue(filters.productType);
  const priorities = splitFilterValue(filters.priority);
  const branches = splitFilterValue(filters.branch);
  const customers = splitFilterValue(filters.customer);
+  const lostReasons = splitFilterValue(filters.lostReason);

  return [
    eq(crmOpportunities.organizationId, context.organizationId),
@@ -612,10 +637,15 @@ function buildOpportunityFilters(context: OpportunityAccessContext, filters: Opp
    ...buildAccessScopedFilters(context),
    ...(pipelineStages.length ? [inArray(crmOpportunities.pipelineStage, pipelineStages)] : []),
    ...(statuses.length ? [inArray(crmOpportunities.status, statuses)] : []),
+    ...(stages.length ? [inArray(crmOpportunities.status, stages)] : []),
+    ...(outcomeStatuses.length ? [inArray(crmOpportunities.outcomeStatus, outcomeStatuses)] : []),
    ...(productTypes.length ? [inArray(crmOpportunities.productType, productTypes)] : []),
    ...(priorities.length ? [inArray(crmOpportunities.priority, priorities)] : []),
    ...(branches.length ? [inArray(crmOpportunities.branchId, branches)] : []),
    ...(customers.length ? [inArray(crmOpportunities.customerId, customers)] : []),
+    ...(lostReasons.length ? [inArray(crmOpportunities.lostReason, lostReasons)] : []),
+    ...(filters.closedDateFrom ? [sql`${crmOpportunities.closedAt} >= ${new Date(filters.closedDateFrom)}`] : []),
+    ...(filters.closedDateTo ? [sql`${crmOpportunities.closedAt} <= ${new Date(filters.closedDateTo)}`] : []),
    ...(filters.search
      ? [
          or(
@@ -658,12 +688,15 @@ export async function getOpportunityReferenceData(
 ): Promise<OpportunityReferenceData> {
  const [
    branches,
-    statuses,
+    stages,
+    outcomeStatuses,
    productTypes,
    priorities,
    leadChannels,
    followupTypes,
    lostReasons,
+    cancelReasons,
+    noQuotationReasons,
    projectPartyRoles,
    customers,
    contacts,
@@ -671,11 +704,14 @@ export async function getOpportunityReferenceData(
  ] = await Promise.all([
    getUserBranches(),
    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.status, { organizationId }),
+    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.outcomeStatus, { organizationId }),
    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.productType, { organizationId }),
    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.priority, { organizationId }),
    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.leadChannel, { organizationId }),
    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.followupType, { organizationId }),
    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.lostReason, { organizationId }),
+    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.cancelReason, { organizationId }),
+    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.noQuotationReason, { organizationId }),
    getActiveOptionsByCategory(ENQUIRY_OPTION_CATEGORIES.projectPartyRole, { organizationId }),
    db
      .select({
@@ -711,12 +747,16 @@ export async function getOpportunityReferenceData(

  return {
    branches: branches.map(mapBranch),
-    statuses: statuses.map(mapOption),
+    statuses: stages.map(mapOption),
+    stages: stages.map(mapOption),
+    outcomeStatuses: outcomeStatuses.map(mapOption),
    productTypes: productTypes.map(mapOption),
    priorities: priorities.map(mapOption),
    leadChannels: leadChannels.map(mapOption),
    followupTypes: followupTypes.map(mapOption),
    lostReasons: lostReasons.map(mapOption),
+    cancelReasons: cancelReasons.map(mapOption),
+    noQuotationReasons: noQuotationReasons.map(mapOption),
    projectPartyRoles: projectPartyRoles.map(mapOption),
    customers: customers.map((customer) => ({
      id: customer.id,
@@ -1173,6 +1213,7 @@ export async function updateOpportunity(
 ) {
  await validateOpportunityPayload(organizationId, payload, accessContext);
  const current = await assertOpportunityBelongsToOrganization(id, organizationId, accessContext);
+  assertOpportunityOpenForEditing(current);
  const pipelineStage = await resolvePipelineStageForUpdate(current);

  return db.transaction(async (tx) => {
@@ -1755,8 +1796,37 @@ export async function syncOpportunityPipelineStageFromQuotationStatus(
  organizationId: string,
  quotationStatusCode: string | null
 ) {
-  void opportunityId;
-  void organizationId;
-  void quotationStatusCode;
-}
+  const [opportunity] = await db
+    .select()
+    .from(crmOpportunities)
+    .where(
+      and(
+        eq(crmOpportunities.id, opportunityId),
+        eq(crmOpportunities.organizationId, organizationId),
+        isNull(crmOpportunities.deletedAt)
+      )
+    )
+    .limit(1);

+  if (!opportunity) {
+    return;
+  }
+
+  if ((opportunity.outcomeStatus ?? 'open') !== 'open') {
+    return;
+  }
+
+  const nextStage = quotationStatusCode ? 'quotation_created' : opportunity.status;
+  if (nextStage === opportunity.status && opportunity.pipelineStage === 'opportunity') {
+    return;
+  }
+
+  await db
+    .update(crmOpportunities)
+    .set({
+      status: nextStage,
+      pipelineStage: 'opportunity',
+      updatedAt: new Date()
+    })
+    .where(eq(crmOpportunities.id, opportunityId));
+}
--- a/src/features/crm/quotations/server/service.ts
+++ b/src/features/crm/quotations/server/service.ts
@@ -457,6 +457,14 @@ async function assertOpportunityBelongsToOrganization(id: string, organizationId
  return opportunity;
 }

+function assertOpportunityOpenForQuotation(
+  opportunity: Awaited<ReturnType<typeof assertOpportunityBelongsToOrganization>>
+) {
+  if ((opportunity.outcomeStatus ?? 'open') !== 'open') {
+    throw new AuthError('Closed opportunities cannot create quotations', 400);
+  }
+}
+
 async function assertQuotationBelongsToOrganization(
  id: string,
  organizationId: string,
@@ -1292,6 +1300,9 @@ export async function createQuotation(
  const opportunity = payload.opportunityId
    ? await assertOpportunityBelongsToOrganization(payload.opportunityId, organizationId)
    : null;
+  if (opportunity) {
+    assertOpportunityOpenForQuotation(opportunity);
+  }
  const documentCode = await generateNextDocumentCode({
    organizationId,
    documentType: 'quotation',
@@ -2345,4 +2356,3 @@ export async function listCustomerQuotationRelations(
      updatedAt: row.updatedAt.toISOString()
    }));
 }
-