task-d.5.6

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;
+}