task-d.6.2

plans/task-d.6.2.md

@@ -0,0 +1,124 @@
+# 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)