lead menu

nquiry menu

src/features/crm/quotations/server/service.ts

@@ -20,6 +20,7 @@ import { listAuditLogs } from '@/features/foundation/audit-log/service';
 import { getUserBranches, validateBranchAccess } from '@/features/foundation/branch-scope/service';
 import { generateNextDocumentCode } from '@/features/foundation/document-sequence/service';
 import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
+import { syncEnquiryPipelineStageFromQuotationStatus } from '@/features/crm/enquiries/server/service';
 import type {
   QuotationActivityRecord,
   QuotationAttachmentMutationPayload,
@@ -1215,6 +1216,11 @@ export async function createQuotation(
   payload: QuotationMutationPayload
 ) {
   await validateQuotationPayload(organizationId, payload);
+  const quotationStatusCode = await resolveOptionCodeById(
+    organizationId,
+    QUOTATION_OPTION_CATEGORIES.status,
+    payload.status
+  );
 
   const enquiry = payload.enquiryId
     ? await assertEnquiryBelongsToOrganization(payload.enquiryId, organizationId)
@@ -1277,6 +1283,14 @@ export async function createQuotation(
       payload.projectParties ?? []
     );
 
+    if (created.enquiryId) {
+      await syncEnquiryPipelineStageFromQuotationStatus(
+        created.enquiryId,
+        organizationId,
+        quotationStatusCode
+      );
+    }
+
     return created;
   });
 }
@@ -1288,6 +1302,11 @@ export async function updateQuotation(
   payload: QuotationMutationPayload
 ) {
   await validateQuotationPayload(organizationId, payload);
+  const quotationStatusCode = await resolveOptionCodeById(
+    organizationId,
+    QUOTATION_OPTION_CATEGORIES.status,
+    payload.status
+  );
   const existing = await assertQuotationBelongsToOrganization(id, organizationId);
   const enquiry = payload.enquiryId
     ? await assertEnquiryBelongsToOrganization(payload.enquiryId, organizationId)
@@ -1336,6 +1355,14 @@ export async function updateQuotation(
       payload.projectParties ?? []
     );
 
+    if (row.enquiryId) {
+      await syncEnquiryPipelineStageFromQuotationStatus(
+        row.enquiryId,
+        organizationId,
+        quotationStatusCode
+      );
+    }
+
     return row;
   });