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task-d.6.2

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phaichayon
2026-07-01 13:57:16 +07:00
parent 0a144f0f9e
commit ed28ff6b50
71 changed files with 4137 additions and 51727 deletions
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2
artifacts/pdf-audit/summary.json
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@@ -1,5 +1,5 @@
{
"generatedAt": "2026-07-01T02:01:56.976Z",
"generatedAt": "2026-07-01T04:26:29.390Z",
"overallStatus": "PASS",
"quotationCode": "CRA2606-1107",
"artifacts": {

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artifacts/pdf-audit/summary.md
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@@ -1,6 +1,6 @@
# PDF Integrity Summary
- Generated At: 2026-07-01T02:01:56.976Z
- Generated At: 2026-07-01T04:26:29.390Z
- Overall Status: PASS
- Quotation Code: CRA2606-1107

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docs/implementation/pdf-audit-report.json
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@@ -1,5 +1,5 @@
{
"generatedAt": "2026-07-01T02:01:55.746Z",
"generatedAt": "2026-07-01T04:26:26.164Z",
"overallStatus": "PASS",
"quotationCode": "CRA2606-1107",
"expectedFixtureCode": "QT-H5-AUDIT",

2
docs/implementation/pdf-audit-report.md
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@@ -1,6 +1,6 @@
# PDF Audit Report
- Generated At: 2026-07-01T02:01:55.746Z
- Generated At: 2026-07-01T04:26:26.164Z
- Overall Status: PASS
- Quotation Code: CRA2606-1107
- Template: ALLA Demo Quotation Standard v1.0

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docs/implementation/task-d.6.2-opportunity-quotation-prefill-project-timeline-2026-07-01.md Normal file
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# Task D.6.2 Implementation Report - 2026-07-01
## Scope
- Prefill quotation creation from opportunity detail so users do not need to reselect the same opportunity.
- Add `Project Close Date` and `Delivery Date` to both opportunity and quotation flows.
- Enforce backend-supported hot-project auto suggestion with same-session manual override support.
## Review Summary
Reviewed before implementation:
- [AGENTS.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/AGENTS.md)
- [plans/task-d.6.2.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/plans/task-d.6.2.md)
- [docs/standards/project-foundations.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/project-foundations.md)
- [docs/standards/architecture-rules.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/architecture-rules.md)
- [docs/standards/ui-ux-rules.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/ui-ux-rules.md)
- [docs/standards/task-review-checklist.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/task-review-checklist.md)
- [docs/business/crm-terminology.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/business/crm-terminology.md)
- [docs/adr/0018-lead-enquiry-domain-separation.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/adr/0018-lead-enquiry-domain-separation.md)
- [docs/implementation/task-d.6-crm-activity-foundation-audit-log-separation-2026-07-01.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-d.6-crm-activity-foundation-audit-log-separation-2026-07-01.md)
- [docs/implementation/task-d.6.1-lead-create-form-ux-default-rules-2026-07-01.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-d.6.1-lead-create-form-ux-default-rules-2026-07-01.md)
## Implementation Summary
- Added shared hot-project decision logic in [hot-project.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/shared/hot-project.ts) so frontend and backend use the same `projectCloseDate <= current date + 3 months` rule.
- Extended `crm_opportunities` and `crm_quotations` with `project_close_date`, `delivery_date`, `hot_project_auto_suggested`, and `hot_project_manually_overridden`, plus migration [0002_opportunity_quotation_timeline_hot_project.sql](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/drizzle/0002_opportunity_quotation_timeline_hot_project.sql).
- Updated DTOs, Zod schemas, and server services so create/update flows accept the new date fields, validate `YYYY-MM-DD`, auto-suggest hot-project state, and preserve manual override flags.
- Updated opportunity form to show calendar-based `Project Close Date` and `Delivery Date`, and to stop re-forcing the hot-project checkbox after the user manually changes it in the same session.
- Rebuilt quotation form flow to support:
- opening from opportunity detail with prefilled opportunity/customer/contact/project data
- timeline field carry-forward (`projectCloseDate`, `deliveryDate`)
- hot-project auto suggestion with manual override preservation
- touched-field protection so post-open prefills do not overwrite user edits
- Updated opportunity detail to pass quotation prefill context and display new timeline values.
## Files Changed
- [src/db/schema.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/db/schema.ts)
- [drizzle/0002_opportunity_quotation_timeline_hot_project.sql](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/drizzle/0002_opportunity_quotation_timeline_hot_project.sql)
- [drizzle/meta/_journal.json](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/drizzle/meta/_journal.json)
- [src/features/crm/shared/hot-project.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/shared/hot-project.ts)
- [src/features/crm/opportunities/api/types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/api/types.ts)
- [src/features/crm/opportunities/schemas/opportunity.schema.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/schemas/opportunity.schema.ts)
- [src/features/crm/opportunities/server/service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/server/service.ts)
- [src/features/crm/opportunities/components/opportunity-form-sheet.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/components/opportunity-form-sheet.tsx)
- [src/features/crm/opportunities/components/opportunity-detail.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/components/opportunity-detail.tsx)
- [src/app/api/crm/opportunities/route.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/api/crm/opportunities/route.ts)
- [src/app/api/crm/opportunities/[id]/route.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/api/crm/opportunities/[id]/route.ts)
- [src/features/crm/quotations/api/types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/quotations/api/types.ts)
- [src/features/crm/quotations/schemas/quotation.schema.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/quotations/schemas/quotation.schema.ts)
- [src/features/crm/quotations/server/service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/quotations/server/service.ts)
- [src/features/crm/quotations/components/quotation-form-sheet.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/quotations/components/quotation-form-sheet.tsx)
## Verification
- `npm run typecheck` ✅
- `npm run build` ✅
- Existing warnings remained from Turbopack workspace-root inference and the broad local storage provider path pattern in `src/features/foundation/storage/server/local-provider.ts`.
- `npm run audit:pdf` ✅
- Regenerated audit artifacts and reports under `artifacts/pdf-audit/` and `docs/implementation/pdf-audit-report.*`.
## Outcome
- Opportunity detail now launches quotation creation with selected opportunity context already attached.
- Opportunity and quotation both persist project timeline dates.
- Hot-project suggestion is deterministic, backend-backed, and no longer fights the user after manual override during the same edit session.

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drizzle/0002_opportunity_quotation_timeline_hot_project.sql Normal file
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ALTER TABLE "crm_opportunities"
ADD COLUMN "project_close_date" timestamp with time zone,
ADD COLUMN "delivery_date" timestamp with time zone,
ADD COLUMN "hot_project_auto_suggested" boolean DEFAULT false NOT NULL,
ADD COLUMN "hot_project_manually_overridden" boolean DEFAULT false NOT NULL;
ALTER TABLE "crm_quotations"
ADD COLUMN "project_close_date" timestamp with time zone,
ADD COLUMN "delivery_date" timestamp with time zone,
ADD COLUMN "hot_project_auto_suggested" boolean DEFAULT false NOT NULL,
ADD COLUMN "hot_project_manually_overridden" boolean DEFAULT false NOT NULL;

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drizzle/0003_curious_wild_child.sql Normal file
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ALTER TABLE "crm_leads" ALTER COLUMN "status" DROP DEFAULT;--> statement-breakpoint
ALTER TABLE "crm_leads" ADD COLUMN "lead_channel" text;--> statement-breakpoint
ALTER TABLE "crm_opportunities" ADD COLUMN "project_close_date" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_opportunities" ADD COLUMN "delivery_date" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_opportunities" ADD COLUMN "hot_project_auto_suggested" boolean DEFAULT false NOT NULL;--> statement-breakpoint
ALTER TABLE "crm_opportunities" ADD COLUMN "hot_project_manually_overridden" boolean DEFAULT false NOT NULL;--> statement-breakpoint
ALTER TABLE "crm_quotations" ADD COLUMN "project_close_date" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_quotations" ADD COLUMN "delivery_date" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_quotations" ADD COLUMN "hot_project_auto_suggested" boolean DEFAULT false NOT NULL;--> statement-breakpoint
ALTER TABLE "crm_quotations" ADD COLUMN "hot_project_manually_overridden" boolean DEFAULT false NOT NULL;

2759
drizzle_bk/meta/0023_snapshot.json → drizzle/meta/0003_snapshot.json
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drizzle/meta/_journal.json
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"when": 1782896400000,
"tag": "0001_lead_channel_and_status_default",
"breakpoints": true
},
{
"idx": 2,
"version": "7",
"when": 1782896500000,
"tag": "0002_opportunity_quotation_timeline_hot_project",
"breakpoints": true
},
{
"idx": 3,
"version": "7",
"when": 1782881325779,
"tag": "0003_curious_wild_child",
"breakpoints": true
}
]
}

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drizzle_bk/0000_icy_lizard.sql
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CREATE TABLE "memberships" (
"id" text PRIMARY KEY NOT NULL,
"user_id" text NOT NULL,
"organization_id" text NOT NULL,
"role" text DEFAULT 'user' NOT NULL,
"business_role" text DEFAULT 'sales_support' NOT NULL,
"permissions" text[] DEFAULT '{}' NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "organizations" (
"id" text PRIMARY KEY NOT NULL,
"name" text NOT NULL,
"slug" text NOT NULL,
"image_url" text,
"plan" text DEFAULT 'free' NOT NULL,
"created_by" text NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "products" (
"id" integer PRIMARY KEY GENERATED ALWAYS AS IDENTITY (sequence name "products_id_seq" INCREMENT BY 1 MINVALUE 1 MAXVALUE 2147483647 START WITH 1 CACHE 1),
"organization_id" text NOT NULL,
"name" text NOT NULL,
"category" text NOT NULL,
"description" text NOT NULL,
"photo_url" text NOT NULL,
"price" double precision NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "users" (
"id" text PRIMARY KEY NOT NULL,
"name" text NOT NULL,
"email" text NOT NULL,
"password_hash" text NOT NULL,
"system_role" text DEFAULT 'user' NOT NULL,
"image" text,
"active_organization_id" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "organizations_slug_idx" ON "organizations" USING btree ("slug");--> statement-breakpoint
CREATE UNIQUE INDEX "users_email_idx" ON "users" USING btree ("email");

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drizzle_bk/0001_orange_mandarin.sql
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CREATE TABLE "document_sequences" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"branch_id" text DEFAULT '' NOT NULL,
"document_type" text NOT NULL,
"prefix" text NOT NULL,
"period" text NOT NULL,
"current_number" integer DEFAULT 0 NOT NULL,
"padding_length" integer DEFAULT 3 NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "ms_options" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"category" text NOT NULL,
"code" text NOT NULL,
"label" text NOT NULL,
"value" text,
"parent_id" text,
"sort_order" integer DEFAULT 0 NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"metadata" jsonb,
"deleted_at" timestamp with time zone,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "tr_audit_logs" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"branch_id" text,
"user_id" text NOT NULL,
"entity_type" text NOT NULL,
"entity_id" text NOT NULL,
"action" text NOT NULL,
"before_data" jsonb,
"after_data" jsonb,
"request_id" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "document_sequences_org_doc_period_branch_idx" ON "document_sequences" USING btree ("organization_id","document_type","period","branch_id");--> statement-breakpoint
CREATE UNIQUE INDEX "ms_options_org_category_code_idx" ON "ms_options" USING btree ("organization_id","category","code");

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drizzle_bk/0002_plain_anthem.sql
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@@ -1,52 +0,0 @@
CREATE TABLE "crm_customer_contacts" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"customer_id" text NOT NULL,
"name" text NOT NULL,
"position" text,
"department" text,
"phone" text,
"mobile" text,
"email" text,
"is_primary" boolean DEFAULT false NOT NULL,
"notes" text,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_customers" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"branch_id" text,
"code" text NOT NULL,
"name" text NOT NULL,
"abbr" text,
"tax_id" text,
"customer_type" text NOT NULL,
"customer_status" text NOT NULL,
"address" text,
"province" text,
"district" text,
"sub_district" text,
"postal_code" text,
"country" text,
"phone" text,
"fax" text,
"email" text,
"website" text,
"lead_channel" text,
"customer_group" text,
"notes" text,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_customers_org_code_idx" ON "crm_customers" USING btree ("organization_id","code");

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drizzle_bk/0003_blushing_bruce_banner.sql
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CREATE TABLE "crm_enquiries" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"branch_id" text,
"code" text NOT NULL,
"customer_id" text NOT NULL,
"contact_id" text,
"title" text NOT NULL,
"description" text,
"requirement" text,
"project_name" text,
"project_location" text,
"product_type" text NOT NULL,
"status" text NOT NULL,
"priority" text NOT NULL,
"lead_channel" text,
"estimated_value" double precision,
"chance_percent" integer,
"expected_close_date" timestamp with time zone,
"competitor" text,
"source" text,
"notes" text,
"is_hot_project" boolean DEFAULT false NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_enquiry_followups" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"enquiry_id" text NOT NULL,
"followup_date" timestamp with time zone NOT NULL,
"followup_type" text NOT NULL,
"contact_id" text,
"outcome" text,
"notes" text,
"next_followup_date" timestamp with time zone,
"next_action" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_enquiries_org_code_idx" ON "crm_enquiries" USING btree ("organization_id","code");

138
drizzle_bk/0004_worthless_ender_wiggin.sql
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@@ -1,138 +0,0 @@
CREATE TABLE "crm_quotation_attachments" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"quotation_id" text NOT NULL,
"file_name" text NOT NULL,
"original_file_name" text NOT NULL,
"file_path" text NOT NULL,
"file_size" integer,
"file_type" text,
"description" text,
"uploaded_at" timestamp with time zone DEFAULT now() NOT NULL,
"uploaded_by" text NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_quotation_customers" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"quotation_id" text NOT NULL,
"customer_id" text NOT NULL,
"role" text NOT NULL,
"is_primary" boolean DEFAULT false NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_quotation_followups" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"quotation_id" text NOT NULL,
"followup_date" timestamp with time zone NOT NULL,
"followup_type" text NOT NULL,
"contact_id" text,
"outcome" text,
"notes" text,
"next_followup_date" timestamp with time zone,
"next_action" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_quotation_items" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"quotation_id" text NOT NULL,
"item_number" integer NOT NULL,
"product_type" text NOT NULL,
"description" text NOT NULL,
"quantity" double precision DEFAULT 0 NOT NULL,
"unit" text,
"unit_price" double precision DEFAULT 0 NOT NULL,
"discount" double precision DEFAULT 0 NOT NULL,
"discount_type" text,
"tax_rate" double precision DEFAULT 0 NOT NULL,
"total_price" double precision DEFAULT 0 NOT NULL,
"notes" text,
"sort_order" integer DEFAULT 0 NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_quotation_topic_items" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"topic_id" text NOT NULL,
"content" text NOT NULL,
"sort_order" integer DEFAULT 0 NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_quotation_topics" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"quotation_id" text NOT NULL,
"topic_type" text NOT NULL,
"title" text NOT NULL,
"sort_order" integer DEFAULT 0 NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_quotations" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"branch_id" text,
"code" text NOT NULL,
"enquiry_id" text,
"customer_id" text NOT NULL,
"contact_id" text,
"quotation_date" timestamp with time zone NOT NULL,
"valid_until" timestamp with time zone,
"quotation_type" text NOT NULL,
"project_name" text,
"project_location" text,
"attention" text,
"reference" text,
"notes" text,
"status" text NOT NULL,
"revision" integer DEFAULT 0 NOT NULL,
"parent_quotation_id" text,
"revision_remark" text,
"currency" text NOT NULL,
"exchange_rate" double precision DEFAULT 1 NOT NULL,
"subtotal" double precision DEFAULT 0 NOT NULL,
"discount" double precision DEFAULT 0 NOT NULL,
"discount_type" text,
"tax_rate" double precision DEFAULT 0 NOT NULL,
"tax_amount" double precision DEFAULT 0 NOT NULL,
"total_amount" double precision DEFAULT 0 NOT NULL,
"chance_percent" integer,
"is_hot_project" boolean DEFAULT false NOT NULL,
"competitor" text,
"salesman_id" text,
"is_sent" boolean DEFAULT false NOT NULL,
"sent_at" timestamp with time zone,
"sent_via" text,
"accepted_at" timestamp with time zone,
"rejected_at" timestamp with time zone,
"rejection_reason" text,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_quotations_org_code_idx" ON "crm_quotations" USING btree ("organization_id","code");

57
drizzle_bk/0005_numerous_blob.sql
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@@ -1,57 +0,0 @@
CREATE TABLE "crm_approval_actions" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"approval_request_id" text NOT NULL,
"step_number" integer NOT NULL,
"action" text NOT NULL,
"remark" text,
"acted_by" text NOT NULL,
"acted_at" timestamp with time zone DEFAULT now() NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_approval_requests" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"workflow_id" text NOT NULL,
"entity_type" text NOT NULL,
"entity_id" text NOT NULL,
"current_step" integer DEFAULT 1 NOT NULL,
"status" text NOT NULL,
"requested_by" text NOT NULL,
"requested_at" timestamp with time zone DEFAULT now() NOT NULL,
"completed_at" timestamp with time zone,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_approval_steps" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"workflow_id" text NOT NULL,
"step_number" integer NOT NULL,
"role_code" text NOT NULL,
"role_name" text NOT NULL,
"is_required" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_approval_workflows" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"code" text NOT NULL,
"name" text NOT NULL,
"entity_type" text NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_approval_steps_workflow_step_idx" ON "crm_approval_steps" USING btree ("workflow_id","step_number");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_approval_workflows_org_code_idx" ON "crm_approval_workflows" USING btree ("organization_id","code");

66
drizzle_bk/0006_worried_mordo.sql
View File

@@ -1,66 +0,0 @@
CREATE TABLE "crm_document_template_mappings" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"template_version_id" text NOT NULL,
"placeholder_key" text NOT NULL,
"source_path" text NOT NULL,
"data_type" text NOT NULL,
"sheet_name" text,
"default_value" text,
"format_mask" text,
"sort_order" integer DEFAULT 0 NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_document_template_table_columns" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"mapping_id" text NOT NULL,
"column_name" text NOT NULL,
"source_field" text NOT NULL,
"column_letter" text,
"sort_order" integer DEFAULT 0 NOT NULL,
"format_mask" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_document_template_versions" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"template_id" text NOT NULL,
"version" text NOT NULL,
"file_path" text,
"schema_json" jsonb NOT NULL,
"preview_image_url" text,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_document_templates" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"document_type" text NOT NULL,
"product_type" text NOT NULL,
"file_type" text NOT NULL,
"template_name" text NOT NULL,
"description" text,
"is_default" boolean DEFAULT false NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_template_mappings_version_placeholder_idx" ON "crm_document_template_mappings" USING btree ("template_version_id","placeholder_key");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_template_table_columns_mapping_name_idx" ON "crm_document_template_table_columns" USING btree ("mapping_id","column_name");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_template_versions_template_version_idx" ON "crm_document_template_versions" USING btree ("template_id","version");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_templates_org_doc_product_file_name_idx" ON "crm_document_templates" USING btree ("organization_id","document_type","product_type","file_type","template_name");

4
drizzle_bk/0007_luxuriant_malice.sql
View File

@@ -1,4 +0,0 @@
ALTER TABLE "crm_quotations" ADD COLUMN "approved_at" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_quotations" ADD COLUMN "approved_pdf_url" text;--> statement-breakpoint
ALTER TABLE "crm_quotations" ADD COLUMN "approved_snapshot" jsonb;--> statement-breakpoint
ALTER TABLE "crm_quotations" ADD COLUMN "approved_template_version_id" text;

5
drizzle_bk/0008_clean_justin_hammer.sql
View File

@@ -1,5 +0,0 @@
ALTER TABLE "crm_enquiries" ADD COLUMN "assigned_to_user_id" text;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "assigned_at" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "assigned_by" text;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "assignment_remark" text;--> statement-breakpoint
ALTER TABLE "memberships" ALTER COLUMN "business_role" SET DEFAULT 'sales_support';

30
drizzle_bk/0009_lazy_shard.sql
View File

@@ -1,30 +0,0 @@
CREATE TABLE "crm_document_artifacts" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"entity_type" text NOT NULL,
"entity_id" text NOT NULL,
"document_type" text NOT NULL,
"artifact_type" text NOT NULL,
"template_version_id" text,
"storage_provider" text NOT NULL,
"storage_key" text NOT NULL,
"file_name" text NOT NULL,
"content_type" text NOT NULL,
"file_size" integer,
"checksum" text,
"status" text DEFAULT 'active' NOT NULL,
"generated_by" text NOT NULL,
"generated_at" timestamp with time zone DEFAULT now() NOT NULL,
"locked_at" timestamp with time zone,
"locked_by" text,
"voided_at" timestamp with time zone,
"voided_by" text,
"void_reason" text,
"metadata" jsonb,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
ALTER TABLE "memberships" ALTER COLUMN "business_role" SET DEFAULT 'sales_support';--> statement-breakpoint
ALTER TABLE "crm_quotations" ADD COLUMN "approved_artifact_id" text;

13
drizzle_bk/0010_calm_wendell_rand.sql
View File

@@ -1,13 +0,0 @@
CREATE TABLE "crm_enquiry_customers" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"enquiry_id" text NOT NULL,
"customer_id" text NOT NULL,
"role" text NOT NULL,
"remark" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
ALTER TABLE "crm_quotation_customers" ADD COLUMN "remark" text;

2
drizzle_bk/0011_brief_hobgoblin.sql
View File

@@ -1,2 +0,0 @@
ALTER TABLE "crm_customers"
ADD COLUMN "customer_sub_group" text;

1
drizzle_bk/0011_goofy_the_hood.sql
View File

@@ -1 +0,0 @@
ALTER TABLE "crm_customers" ADD COLUMN "customer_sub_group" text;

31
drizzle_bk/0012_odd_fat_cobra.sql
View File

@@ -1,31 +0,0 @@
ALTER TABLE "crm_enquiries"
ADD COLUMN "pipeline_stage" text;
UPDATE "crm_enquiries" AS enquiry
SET "pipeline_stage" = CASE
WHEN EXISTS (
SELECT 1
FROM "ms_options" AS option
WHERE option."id" = enquiry."status"
AND option."category" = 'crm_enquiry_status'
AND option."code" IN ('closed_lost', 'cancelled')
AND option."deleted_at" IS NULL
) THEN 'closed_lost'
WHEN enquiry."assigned_to_user_id" IS NOT NULL THEN 'enquiry'
ELSE 'lead'
END
WHERE enquiry."pipeline_stage" IS NULL;
UPDATE "crm_enquiries"
SET "pipeline_stage" = 'lead'
WHERE "pipeline_stage" IS NULL;
ALTER TABLE "crm_enquiries"
ALTER COLUMN "pipeline_stage" SET DEFAULT 'lead';
ALTER TABLE "crm_enquiries"
ALTER COLUMN "pipeline_stage" SET NOT NULL;
ALTER TABLE "crm_enquiries"
ADD CONSTRAINT "crm_enquiries_pipeline_stage_check"
CHECK ("pipeline_stage" IN ('lead', 'enquiry', 'closed_won', 'closed_lost'));

1
drizzle_bk/0012_simple_bucky.sql
View File

@@ -1 +0,0 @@
ALTER TABLE "crm_enquiries" ADD COLUMN "pipeline_stage" text DEFAULT 'lead' NOT NULL;

23
drizzle_bk/0013_great_nicolaos.sql
View File

@@ -1,23 +0,0 @@
CREATE TABLE "crm_role_profiles" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"code" text NOT NULL,
"name" text NOT NULL,
"description" text,
"permissions" text[] DEFAULT '{}' NOT NULL,
"branch_scope_mode" text DEFAULT 'assigned' NOT NULL,
"product_scope_mode" text DEFAULT 'assigned' NOT NULL,
"ownership_scope" text DEFAULT 'own' NOT NULL,
"approval_authority" text DEFAULT 'none' NOT NULL,
"is_system" boolean DEFAULT false NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
ALTER TABLE "memberships" ADD COLUMN "branch_scope_ids" text[] DEFAULT '{}' NOT NULL;--> statement-breakpoint
ALTER TABLE "memberships" ADD COLUMN "product_type_scope_ids" text[] DEFAULT '{}' NOT NULL;--> statement-breakpoint
CREATE UNIQUE INDEX "crm_role_profiles_org_code_idx" ON "crm_role_profiles" USING btree ("organization_id","code");

19
drizzle_bk/0014_bored_valkyrie.sql
View File

@@ -1,19 +0,0 @@
CREATE TABLE "crm_user_role_assignments" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"user_id" text NOT NULL,
"role_profile_id" text NOT NULL,
"branch_scope_mode" text DEFAULT 'inherit' NOT NULL,
"branch_scope_ids" text[] DEFAULT '{}' NOT NULL,
"product_type_scope_mode" text DEFAULT 'inherit' NOT NULL,
"product_type_scope_ids" text[] DEFAULT '{}' NOT NULL,
"is_primary" boolean DEFAULT false NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"assigned_by" text NOT NULL,
"assigned_at" timestamp with time zone DEFAULT now() NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_user_role_assignments_org_user_role_idx" ON "crm_user_role_assignments" USING btree ("organization_id","user_id","role_profile_id");

20
drizzle_bk/0014_crm_user_role_assignments.sql
View File

@@ -1,20 +0,0 @@
CREATE TABLE IF NOT EXISTS "crm_user_role_assignments" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"user_id" text NOT NULL,
"role_profile_id" text NOT NULL,
"branch_scope_mode" text DEFAULT 'inherit' NOT NULL,
"branch_scope_ids" text[] DEFAULT '{}' NOT NULL,
"product_type_scope_mode" text DEFAULT 'inherit' NOT NULL,
"product_type_scope_ids" text[] DEFAULT '{}' NOT NULL,
"is_primary" boolean DEFAULT false NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"assigned_by" text NOT NULL,
"assigned_at" timestamp with time zone DEFAULT now() NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
CREATE UNIQUE INDEX IF NOT EXISTS "crm_user_role_assignments_org_user_role_idx"
ON "crm_user_role_assignments" ("organization_id", "user_id", "role_profile_id");

35
drizzle_bk/0015_customer_ownership_contact_shares.sql
View File

@@ -1,35 +0,0 @@
ALTER TABLE "crm_customers"
ADD COLUMN IF NOT EXISTS "owner_user_id" text,
ADD COLUMN IF NOT EXISTS "owner_assigned_at" timestamp with time zone,
ADD COLUMN IF NOT EXISTS "owner_assigned_by" text;
CREATE TABLE IF NOT EXISTS "crm_customer_owner_history" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"customer_id" text NOT NULL,
"old_owner_user_id" text,
"new_owner_user_id" text,
"changed_by" text NOT NULL,
"changed_at" timestamp with time zone DEFAULT now() NOT NULL,
"remark" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
CREATE TABLE IF NOT EXISTS "crm_contact_shares" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"contact_id" text NOT NULL,
"shared_to_user_id" text NOT NULL,
"shared_by_user_id" text NOT NULL,
"shared_at" timestamp with time zone DEFAULT now() NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"remark" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
CREATE UNIQUE INDEX IF NOT EXISTS "crm_contact_shares_org_contact_shared_user_idx"
ON "crm_contact_shares" ("organization_id", "contact_id", "shared_to_user_id");

30
drizzle_bk/0016_won_lost_lifecycle_governance.sql
View File

@@ -1,30 +0,0 @@
ALTER TABLE "crm_enquiries"
ADD COLUMN IF NOT EXISTS "closed_won_at" timestamp with time zone,
ADD COLUMN IF NOT EXISTS "closed_lost_at" timestamp with time zone,
ADD COLUMN IF NOT EXISTS "closed_by_user_id" text,
ADD COLUMN IF NOT EXISTS "po_number" text,
ADD COLUMN IF NOT EXISTS "po_date" timestamp with time zone,
ADD COLUMN IF NOT EXISTS "po_amount" double precision,
ADD COLUMN IF NOT EXISTS "po_currency" text,
ADD COLUMN IF NOT EXISTS "lost_reason" text,
ADD COLUMN IF NOT EXISTS "lost_competitor" text,
ADD COLUMN IF NOT EXISTS "lost_remark" text;
CREATE TABLE IF NOT EXISTS "crm_enquiry_attachments" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"enquiry_id" text NOT NULL,
"category" text NOT NULL,
"file_name" text NOT NULL,
"original_file_name" text NOT NULL,
"storage_provider" text NOT NULL,
"storage_key" text NOT NULL,
"file_size" integer,
"file_type" text,
"description" text,
"uploaded_at" timestamp with time zone DEFAULT now() NOT NULL,
"uploaded_by" text NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);

61
drizzle_bk/0017_short_swordsman.sql
View File

@@ -1,61 +0,0 @@
CREATE TABLE "crm_contact_shares" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"contact_id" text NOT NULL,
"shared_to_user_id" text NOT NULL,
"shared_by_user_id" text NOT NULL,
"shared_at" timestamp with time zone DEFAULT now() NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"remark" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_customer_owner_history" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"customer_id" text NOT NULL,
"old_owner_user_id" text,
"new_owner_user_id" text,
"changed_by" text NOT NULL,
"changed_at" timestamp with time zone DEFAULT now() NOT NULL,
"remark" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_enquiry_attachments" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"enquiry_id" text NOT NULL,
"category" text NOT NULL,
"file_name" text NOT NULL,
"original_file_name" text NOT NULL,
"storage_provider" text NOT NULL,
"storage_key" text NOT NULL,
"file_size" integer,
"file_type" text,
"description" text,
"uploaded_at" timestamp with time zone DEFAULT now() NOT NULL,
"uploaded_by" text NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
ALTER TABLE "crm_customers" ADD COLUMN "owner_user_id" text;--> statement-breakpoint
ALTER TABLE "crm_customers" ADD COLUMN "owner_assigned_at" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_customers" ADD COLUMN "owner_assigned_by" text;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "closed_won_at" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "closed_lost_at" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "closed_by_user_id" text;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "po_number" text;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "po_date" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "po_amount" double precision;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "po_currency" text;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "lost_reason" text;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "lost_competitor" text;--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "lost_remark" text;--> statement-breakpoint
CREATE UNIQUE INDEX "crm_contact_shares_org_contact_shared_user_idx" ON "crm_contact_shares" USING btree ("organization_id","contact_id","shared_to_user_id");

15
drizzle_bk/0018_report_foundation.sql
View File

@@ -1,15 +0,0 @@
CREATE TABLE IF NOT EXISTS "crm_report_definitions" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"code" text NOT NULL,
"name" text NOT NULL,
"description" text,
"category" text NOT NULL,
"is_system" boolean DEFAULT true NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
CREATE UNIQUE INDEX IF NOT EXISTS "crm_report_definitions_org_code_idx"
ON "crm_report_definitions" ("organization_id", "code");

14
drizzle_bk/0019_sleepy_ultron.sql
View File

@@ -1,14 +0,0 @@
CREATE TABLE "crm_report_definitions" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"code" text NOT NULL,
"name" text NOT NULL,
"description" text,
"category" text NOT NULL,
"is_system" boolean DEFAULT true NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_report_definitions_org_code_idx" ON "crm_report_definitions" USING btree ("organization_id","code");

24
drizzle_bk/0020_lead_foundation_schema.sql
View File

@@ -1,24 +0,0 @@
CREATE TABLE IF NOT EXISTS "crm_leads" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"branch_id" text,
"code" text NOT NULL,
"customer_id" text,
"contact_id" text,
"project_name" text,
"project_location" text,
"awareness_id" text,
"status" text DEFAULT 'new_job' NOT NULL,
"followup_status" text,
"lost_reason" text,
"outcome" text DEFAULT 'open' NOT NULL,
"owner_marketing_user_id" text,
"created_by" text NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE UNIQUE INDEX IF NOT EXISTS "crm_leads_org_code_idx" ON "crm_leads" USING btree ("organization_id","code");
--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN IF NOT EXISTS "lead_id" text;

23
drizzle_bk/0021_worried_nebula.sql
View File

@@ -1,23 +0,0 @@
CREATE TABLE "crm_leads" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"branch_id" text,
"code" text NOT NULL,
"customer_id" text,
"contact_id" text,
"project_name" text,
"project_location" text,
"awareness_id" text,
"status" text DEFAULT 'new_job' NOT NULL,
"followup_status" text,
"lost_reason" text,
"outcome" text DEFAULT 'open' NOT NULL,
"owner_marketing_user_id" text,
"created_by" text NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
ALTER TABLE "crm_enquiries" ADD COLUMN "lead_id" text;--> statement-breakpoint
CREATE UNIQUE INDEX "crm_leads_org_code_idx" ON "crm_leads" USING btree ("organization_id","code");

9
drizzle_bk/0022_lead_assignment_foundation.sql
View File

@@ -1,9 +0,0 @@
ALTER TABLE "crm_leads"
ADD COLUMN IF NOT EXISTS "description" text,
ADD COLUMN IF NOT EXISTS "product_type" text,
ADD COLUMN IF NOT EXISTS "priority" text,
ADD COLUMN IF NOT EXISTS "estimated_value" double precision,
ADD COLUMN IF NOT EXISTS "assigned_sales_owner_id" text,
ADD COLUMN IF NOT EXISTS "assigned_at" timestamp with time zone,
ADD COLUMN IF NOT EXISTS "assigned_by" text,
ADD COLUMN IF NOT EXISTS "assignment_remark" text;

8
drizzle_bk/0023_yellow_carlie_cooper.sql
View File

@@ -1,8 +0,0 @@
ALTER TABLE "crm_leads" ADD COLUMN "description" text;--> statement-breakpoint
ALTER TABLE "crm_leads" ADD COLUMN "product_type" text;--> statement-breakpoint
ALTER TABLE "crm_leads" ADD COLUMN "priority" text;--> statement-breakpoint
ALTER TABLE "crm_leads" ADD COLUMN "estimated_value" double precision;--> statement-breakpoint
ALTER TABLE "crm_leads" ADD COLUMN "assigned_sales_owner_id" text;--> statement-breakpoint
ALTER TABLE "crm_leads" ADD COLUMN "assigned_at" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_leads" ADD COLUMN "assigned_by" text;--> statement-breakpoint
ALTER TABLE "crm_leads" ADD COLUMN "assignment_remark" text;

331
drizzle_bk/meta/0000_snapshot.json
View File

@@ -1,331 +0,0 @@
{
"id": "1e236d6a-ca42-4830-b230-67a7c233d87b",
"prevId": "00000000-0000-0000-0000-000000000000",
"version": "7",
"dialect": "postgresql",
"tables": {
"public.memberships": {
"name": "memberships",
"schema": "",
"columns": {
"id": {
"name": "id",
"type": "text",
"primaryKey": true,
"notNull": true
},
"user_id": {
"name": "user_id",
"type": "text",
"primaryKey": false,
"notNull": true
},
"organization_id": {
"name": "organization_id",
"type": "text",
"primaryKey": false,
"notNull": true
},
"role": {
"name": "role",
"type": "text",
"primaryKey": false,
"notNull": true,
"default": "'user'"
},
"business_role": {
"name": "business_role",
"type": "text",
"primaryKey": false,
"notNull": true,
"default": "'viewer'"
},
"permissions": {
"name": "permissions",
"type": "text[]",
"primaryKey": false,
"notNull": true,
"default": "'{}'"
},
"created_at": {
"name": "created_at",
"type": "timestamp with time zone",
"primaryKey": false,
"notNull": true,
"default": "now()"
},
"updated_at": {
"name": "updated_at",
"type": "timestamp with time zone",
"primaryKey": false,
"notNull": true,
"default": "now()"
}
},
"indexes": {},
"foreignKeys": {},
"compositePrimaryKeys": {},
"uniqueConstraints": {},
"policies": {},
"checkConstraints": {},
"isRLSEnabled": false
},
"public.organizations": {
"name": "organizations",
"schema": "",
"columns": {
"id": {
"name": "id",
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653
drizzle_bk/meta/0001_snapshot.json
View File

@@ -1,653 +0,0 @@
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978
drizzle_bk/meta/0002_snapshot.json
View File

@@ -1,978 +0,0 @@
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# 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)

5
src/app/api/crm/opportunities/[id]/route.ts
View File

@@ -19,7 +19,9 @@ const opportunityRequestSchema = opportunitySchema.extend({
contactId: z.string().nullable().optional(),
branchId: z.string().nullable().optional(),
leadChannel: z.string().nullable().optional(),
expectedCloseDate: z.string().nullable().optional()
expectedCloseDate: z.string().nullable().optional(),
projectCloseDate: z.string().nullable().optional(),
deliveryDate: z.string().nullable().optional()
});
export async function GET(_request: NextRequest, { params }: Params) {
@@ -169,4 +171,3 @@ export async function DELETE(_request: NextRequest, { params }: Params) {
return NextResponse.json({ message: 'Unable to delete opportunity' }, { status: 500 });
}
}

4
src/app/api/crm/opportunities/route.ts
View File

@@ -12,7 +12,9 @@ const opportunityRequestSchema = opportunitySchema.extend({
assignedToUserId: z.string().nullable().optional(),
branchId: z.string().nullable().optional(),
leadChannel: z.string().nullable().optional(),
expectedCloseDate: z.string().nullable().optional()
expectedCloseDate: z.string().nullable().optional(),
projectCloseDate: z.string().nullable().optional(),
deliveryDate: z.string().nullable().optional()
});
function buildAccessContext(

12
src/db/schema.ts
View File

@@ -497,10 +497,16 @@ export const crmOpportunities = pgTable(
estimatedValue: doublePrecision('estimated_value'),
chancePercent: integer('chance_percent'),
expectedCloseDate: timestamp('expected_close_date', { withTimezone: true }),
projectCloseDate: timestamp('project_close_date', { withTimezone: true }),
deliveryDate: timestamp('delivery_date', { withTimezone: true }),
competitor: text('competitor'),
source: text('source'),
notes: text('notes'),
isHotProject: boolean('is_hot_project').default(false).notNull(),
hotProjectAutoSuggested: boolean('hot_project_auto_suggested').default(false).notNull(),
hotProjectManuallyOverridden: boolean('hot_project_manually_overridden')
.default(false)
.notNull(),
isActive: boolean('is_active').default(true).notNull(),
pipelineStage: text('pipeline_stage').default('lead').notNull(),
closedAt: timestamp('closed_at', { withTimezone: true }),
@@ -637,7 +643,13 @@ export const crmQuotations = pgTable(
taxAmount: doublePrecision('tax_amount').default(0).notNull(),
totalAmount: doublePrecision('total_amount').default(0).notNull(),
chancePercent: integer('chance_percent'),
projectCloseDate: timestamp('project_close_date', { withTimezone: true }),
deliveryDate: timestamp('delivery_date', { withTimezone: true }),
isHotProject: boolean('is_hot_project').default(false).notNull(),
hotProjectAutoSuggested: boolean('hot_project_auto_suggested').default(false).notNull(),
hotProjectManuallyOverridden: boolean('hot_project_manually_overridden')
.default(false)
.notNull(),
competitor: text('competitor'),
salesmanId: text('salesman_id'),
isSent: boolean('is_sent').default(false).notNull(),

5
src/features/crm/leads/components/lead-detail.tsx
View File

@@ -40,6 +40,9 @@ export function LeadDetail({
}) {
const { data } = useSuspenseQuery(leadByIdOptions(leadId));
const lead = data.lead;
const priorityLabel =
referenceData.priorities.find((priority) => priority.id === lead.priority)?.label ??
lead.priority;
const [editOpen, setEditOpen] = useState(false);
const [assignOpen, setAssignOpen] = useState(false);
@@ -96,7 +99,7 @@ export function LeadDetail({
<FieldItem label='Project Location' value={lead.projectLocation} />
<FieldItem label='Lead Source' value={lead.leadChannelLabel} />
<FieldItem label='Awareness' value={lead.awarenessLabel} />
<FieldItem label='Priority' value={lead.priority} />
<FieldItem label='Priority' value={priorityLabel} />
<FieldItem label='Marketing Owner' value={lead.ownerMarketingName} />
<FieldItem label='Suggested Sales Owner' value={lead.suggestedSalesOwnerName} />
<FieldItem label='Assigned Sales Owner' value={lead.assignedSalesOwnerName} />

8
src/features/crm/opportunities/api/types.ts
View File

@@ -100,10 +100,14 @@ export interface OpportunityRecord {
estimatedValue: number | null;
chancePercent: number | null;
expectedCloseDate: string | null;
projectCloseDate: string | null;
deliveryDate: string | null;
competitor: string | null;
source: string | null;
notes: string | null;
isHotProject: boolean;
hotProjectAutoSuggested: boolean;
hotProjectManuallyOverridden: boolean;
isActive: boolean;
pipelineStage: OpportunityPipelineStage;
closedAt: string | null;
@@ -266,9 +270,13 @@ export interface OpportunityMutationPayload {
estimatedValue?: number | null;
chancePercent?: number | null;
expectedCloseDate?: string | null;
projectCloseDate?: string | null;
deliveryDate?: string | null;
competitor?: string;
source?: string;
isHotProject?: boolean;
hotProjectAutoSuggested?: boolean;
hotProjectManuallyOverridden?: boolean;
notes?: string;
isActive?: boolean;
projectParties?: OpportunityProjectPartyMutationPayload[];

36
src/features/crm/opportunities/components/opportunity-detail.tsx
View File

@@ -113,6 +113,29 @@ export function OpportunityDetail({
const priorityMap = useMemo(
() => new Map(referenceData.priorities.map((item) => [item.id, item.label])),
[referenceData]
);
const quotationInitialPrefill = useMemo(
() => ({
opportunityId: opportunity.id,
customerId: opportunity.customerId,
contactId: opportunity.contactId,
projectName: opportunity.projectName,
projectLocation: opportunity.projectLocation,
branchId: opportunity.branchId,
quotationType: opportunity.productType,
projectCloseDate: opportunity.projectCloseDate ? opportunity.projectCloseDate.slice(0, 10) : null,
deliveryDate: opportunity.deliveryDate ? opportunity.deliveryDate.slice(0, 10) : null,
isHotProject: opportunity.isHotProject,
hotProjectAutoSuggested: opportunity.hotProjectAutoSuggested,
hotProjectManuallyOverridden: opportunity.hotProjectManuallyOverridden,
projectParties: projectPartiesData.items.map((item) => ({
key: item.id,
customerId: item.customerId,
role: item.role,
remark: item.remark ?? ''
}))
}),
[opportunity, projectPartiesData.items]
);
const customer = customerMap.get(opportunity.customerId);
@@ -143,6 +166,7 @@ export function OpportunityDetail({
open={quotationOpen}
onOpenChange={setQuotationOpen}
referenceData={quotationReferenceData}
initialPrefill={quotationInitialPrefill}
/>
) : null}
@@ -208,6 +232,18 @@ export function OpportunityDetail({
: null
}
/>
<FieldItem
label='Project Close Date'
value={
opportunity.projectCloseDate
? formatDate(opportunity.projectCloseDate)
: null
}
/>
<FieldItem
label='Delivery Date'
value={opportunity.deliveryDate ? formatDate(opportunity.deliveryDate) : null}
/>
<FieldItem
label='Estimated Value'
value={

66
src/features/crm/opportunities/components/opportunity-form-sheet.tsx
View File

@@ -25,11 +25,13 @@ import {
SheetHeader,
SheetTitle
} from '@/components/ui/sheet';
import { Switch } from '@/components/ui/switch';
import { useAppForm, useFormFields } from '@/components/ui/tanstack-form';
import { opportunityProjectPartiesOptions } from '../api/queries';
import { createOpportunityMutation, updateOpportunityMutation } from '../api/mutations';
import type { OpportunityMutationPayload, OpportunityRecord, OpportunityReferenceData } from '../api/types';
import { opportunitySchema, type OpportunityFormValues } from '../schemas/opportunity.schema';
import { isHotProjectSuggested } from '@/features/crm/shared/hot-project';
function toDefaultValues(
opportunity: OpportunityRecord | undefined,
@@ -53,9 +55,13 @@ function toDefaultValues(
estimatedValue: opportunity?.estimatedValue ?? undefined,
chancePercent: opportunity?.chancePercent ?? undefined,
expectedCloseDate: opportunity?.expectedCloseDate ? opportunity.expectedCloseDate.slice(0, 10) : '',
projectCloseDate: opportunity?.projectCloseDate ? opportunity.projectCloseDate.slice(0, 10) : '',
deliveryDate: opportunity?.deliveryDate ? opportunity.deliveryDate.slice(0, 10) : '',
competitor: opportunity?.competitor ?? '',
source: opportunity?.source ?? '',
isHotProject: opportunity?.isHotProject ?? false,
hotProjectAutoSuggested: opportunity?.hotProjectAutoSuggested ?? false,
hotProjectManuallyOverridden: opportunity?.hotProjectManuallyOverridden ?? false,
notes: opportunity?.notes ?? '',
isActive: opportunity?.isActive ?? true
};
@@ -145,9 +151,13 @@ export function OpportunityFormSheet({
chancePercent:
typeof value.chancePercent === 'number' ? value.chancePercent : null,
expectedCloseDate: value.expectedCloseDate || null,
projectCloseDate: value.projectCloseDate || null,
deliveryDate: value.deliveryDate || null,
competitor: value.competitor,
source: value.source,
isHotProject: value.isHotProject ?? false,
hotProjectAutoSuggested: value.hotProjectAutoSuggested ?? false,
hotProjectManuallyOverridden: value.hotProjectManuallyOverridden ?? false,
notes: value.notes,
isActive: value.isActive ?? true,
projectParties: projectParties
@@ -198,6 +208,24 @@ export function OpportunityFormSheet({
form.setFieldValue('assignedToUserId', ownerUserId);
}, [form, isEdit, open, referenceData.customers, selectedCustomerId]);
useEffect(() => {
if (!open) {
return;
}
const projectCloseDate = form.getFieldValue('projectCloseDate');
const manuallyOverridden = form.getFieldValue('hotProjectManuallyOverridden');
if (manuallyOverridden) {
form.setFieldValue('hotProjectAutoSuggested', isHotProjectSuggested(projectCloseDate));
return;
}
const suggested = isHotProjectSuggested(projectCloseDate);
form.setFieldValue('hotProjectAutoSuggested', suggested);
form.setFieldValue('isHotProject', suggested);
}, [form, open, form.state.values.projectCloseDate, form.state.values.hotProjectManuallyOverridden]);
const isPending = createMutation.isPending || updateMutation.isPending;
const recordLabel = workspace === 'lead' ? 'ลีด' : 'โอกาสขาย';
@@ -376,6 +404,14 @@ export function OpportunityFormSheet({
name='expectedCloseDate'
label='วันที่คาดว่าจะปิดการขาย'
/>
<FormDatePickerField
name='projectCloseDate'
label='Project Close Date'
/>
<FormDatePickerField
name='deliveryDate'
label='Delivery Date'
/>
<FormTextField name='competitor' label='คู่แข่ง' placeholder='Other vendor name' />
<div className='md:col-span-2'>
<FormTextareaField
@@ -402,10 +438,33 @@ export function OpportunityFormSheet({
/>
</div>
<div className='md:col-span-2 grid gap-4 md:grid-cols-2'>
<FormSwitchField
<form.AppField
name='isHotProject'
label='โครงการด่วน'
description='ใช้สำหรับงานเร่งด่วนหรือโครงการสำคัญเชิงกลยุทธ์'
children={(field) => (
<field.FieldSet>
<field.Field orientation='horizontal'>
<div className='flex flex-1 flex-col gap-1.5 leading-snug'>
<field.FieldLabel className='text-base'>โครงการด่วน</field.FieldLabel>
<field.FieldDescription>
ใช้สำหรับงานเร่งด่วนหรือโครงการสำคัญเชิงกลยุทธ์
</field.FieldDescription>
</div>
<Switch
checked={Boolean(field.state.value)}
onCheckedChange={(checked) => {
field.handleChange(checked);
field.handleBlur();
form.setFieldValue('hotProjectManuallyOverridden', true);
form.setFieldValue(
'hotProjectAutoSuggested',
isHotProjectSuggested(form.getFieldValue('projectCloseDate'))
);
}}
/>
</field.Field>
<field.FieldError />
</field.FieldSet>
)}
/>
<FormSwitchField
name='isActive'
@@ -462,4 +521,3 @@ export function OpportunityFormSheetTrigger({
</>
);
}

15
src/features/crm/opportunities/schemas/opportunity.schema.ts
View File

@@ -1,4 +1,5 @@
import * as z from 'zod';
import { isValidDateOnlyString } from '@/features/crm/shared/hot-project';
export {
opportunityMarkCancelledSchema,
@@ -36,6 +37,14 @@ function coerceOptionalNumber(message: string) {
}, z.number().refine((value) => !Number.isNaN(value), message).optional());
}
function optionalDateOnly(message: string) {
return z
.string()
.optional()
.nullable()
.refine((value) => !value || isValidDateOnlyString(value), message);
}
export const opportunitySchema = z.object({
customerId: z.string().min(1, 'Please select customer'),
contactId: z.string().optional().nullable(),
@@ -58,10 +67,14 @@ export const opportunitySchema = z.object({
(value) => value === undefined || (value >= 0 && value <= 100),
'Chance percent must be between 0 and 100'
),
expectedCloseDate: z.string().optional().nullable(),
expectedCloseDate: optionalDateOnly('Expected close date must be YYYY-MM-DD'),
projectCloseDate: optionalDateOnly('Project close date must be YYYY-MM-DD'),
deliveryDate: optionalDateOnly('Delivery date must be YYYY-MM-DD'),
competitor: z.string().optional(),
source: z.string().optional(),
isHotProject: z.boolean().default(false),
hotProjectAutoSuggested: z.boolean().default(false),
hotProjectManuallyOverridden: z.boolean().default(false),
notes: z.string().optional(),
isActive: z.boolean().default(true),
projectParties: z

19
src/features/crm/opportunities/server/service.ts
View File

@@ -43,6 +43,7 @@ import type {
OpportunityRecord,
OpportunityReferenceData
} from '../api/types';
import { resolveHotProjectState } from '@/features/crm/shared/hot-project';
import {
buildProjectPartyKey,
PROJECT_PARTY_OPTION_CATEGORY,
@@ -148,10 +149,14 @@ function mapOpportunityRecord(
estimatedValue: row.estimatedValue,
chancePercent: row.chancePercent,
expectedCloseDate: row.expectedCloseDate?.toISOString() ?? null,
projectCloseDate: row.projectCloseDate?.toISOString() ?? null,
deliveryDate: row.deliveryDate?.toISOString() ?? null,
competitor: row.competitor,
source: row.source,
notes: row.notes,
isHotProject: row.isHotProject,
hotProjectAutoSuggested: row.hotProjectAutoSuggested,
hotProjectManuallyOverridden: row.hotProjectManuallyOverridden,
isActive: row.isActive,
pipelineStage: row.pipelineStage as OpportunityPipelineStage,
closedAt: row.closedAt?.toISOString() ?? null,
@@ -1150,6 +1155,7 @@ export async function createOpportunity(
payload: OpportunityMutationPayload
) {
await validateOpportunityPayload(organizationId, payload, accessContext);
const hotProjectState = resolveHotProjectState(payload);
const pipelineStage = await resolvePipelineStageForCreate(accessContext.businessRole);
const documentCode = await generateNextDocumentCode({
@@ -1180,10 +1186,14 @@ export async function createOpportunity(
estimatedValue: payload.estimatedValue ?? null,
chancePercent: payload.chancePercent ?? null,
expectedCloseDate: payload.expectedCloseDate ? new Date(payload.expectedCloseDate) : null,
projectCloseDate: payload.projectCloseDate ? new Date(payload.projectCloseDate) : null,
deliveryDate: payload.deliveryDate ? new Date(payload.deliveryDate) : null,
competitor: payload.competitor?.trim() || null,
source: payload.source?.trim() || null,
notes: payload.notes?.trim() || null,
isHotProject: payload.isHotProject ?? false,
isHotProject: hotProjectState.isHotProject,
hotProjectAutoSuggested: hotProjectState.hotProjectAutoSuggested,
hotProjectManuallyOverridden: hotProjectState.hotProjectManuallyOverridden,
isActive: payload.isActive ?? true,
pipelineStage,
assignedToUserId: payload.assignedToUserId ?? null,
@@ -1215,6 +1225,7 @@ export async function updateOpportunity(
accessContext?: OpportunityAccessContext
) {
await validateOpportunityPayload(organizationId, payload, accessContext);
const hotProjectState = resolveHotProjectState(payload);
const current = await assertOpportunityBelongsToOrganization(id, organizationId, accessContext);
assertOpportunityOpenForEditing(current);
const pipelineStage = await resolvePipelineStageForUpdate(current);
@@ -1238,10 +1249,14 @@ export async function updateOpportunity(
estimatedValue: payload.estimatedValue ?? null,
chancePercent: payload.chancePercent ?? null,
expectedCloseDate: payload.expectedCloseDate ? new Date(payload.expectedCloseDate) : null,
projectCloseDate: payload.projectCloseDate ? new Date(payload.projectCloseDate) : null,
deliveryDate: payload.deliveryDate ? new Date(payload.deliveryDate) : null,
competitor: payload.competitor?.trim() || null,
source: payload.source?.trim() || null,
notes: payload.notes?.trim() || null,
isHotProject: payload.isHotProject ?? false,
isHotProject: hotProjectState.isHotProject,
hotProjectAutoSuggested: hotProjectState.hotProjectAutoSuggested,
hotProjectManuallyOverridden: hotProjectState.hotProjectManuallyOverridden,
isActive: payload.isActive ?? true,
pipelineStage,
updatedBy: userId,

14
src/features/crm/quotations/api/types.ts
View File

@@ -37,6 +37,12 @@ export interface QuotationOpportunityLookup {
projectName: string | null;
projectLocation: string | null;
branchId: string | null;
productType: string;
projectCloseDate: string | null;
deliveryDate: string | null;
isHotProject: boolean;
hotProjectAutoSuggested: boolean;
hotProjectManuallyOverridden: boolean;
}
export interface QuotationSalesmanLookup {
@@ -121,7 +127,11 @@ export interface QuotationRecord {
taxAmount: number;
totalAmount: number;
chancePercent: number | null;
projectCloseDate: string | null;
deliveryDate: string | null;
isHotProject: boolean;
hotProjectAutoSuggested: boolean;
hotProjectManuallyOverridden: boolean;
competitor: string | null;
salesmanId: string | null;
salesmanName: string | null;
@@ -381,7 +391,11 @@ export interface QuotationMutationPayload {
exchangeRate?: number | null;
status: string;
chancePercent?: number | null;
projectCloseDate?: string | null;
deliveryDate?: string | null;
isHotProject?: boolean;
hotProjectAutoSuggested?: boolean;
hotProjectManuallyOverridden?: boolean;
competitor?: string;
reference?: string;
notes?: string;

1398
src/features/crm/quotations/components/quotation-detail.tsx
View File

File diff suppressed because it is too large Load Diff

377
src/features/crm/quotations/components/quotation-form-sheet.tsx
View File

@@ -6,10 +6,11 @@ import { useMutation, useQuery } from '@tanstack/react-query';
import { toast } from 'sonner';
import { Icons } from '@/components/icons';
import { Button } from '@/components/ui/button';
import {
ProjectPartiesEditor,
type ProjectPartyEditorItem
} from '@/features/crm/components/project-parties-editor';
import { Input } from '@/components/ui/input';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select';
import { Sheet, SheetContent, SheetDescription, SheetFooter, SheetHeader, SheetTitle } from '@/components/ui/sheet';
import { Switch } from '@/components/ui/switch';
import { ProjectPartiesEditor, type ProjectPartyEditorItem } from '@/features/crm/components/project-parties-editor';
import {
CrmCurrencyInput,
CrmDateInput,
@@ -17,26 +18,16 @@ import {
CrmPercentageInput,
CrmTextarea
} from '@/features/crm/components/crm-form-controls';
import { Input } from '@/components/ui/input';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue
} from '@/components/ui/select';
import {
Sheet,
SheetContent,
SheetDescription,
SheetFooter,
SheetHeader,
SheetTitle
} from '@/components/ui/sheet';
import { Switch } from '@/components/ui/switch';
import { quotationCustomersOptions } from '../api/queries';
import { isHotProjectSuggested } from '@/features/crm/shared/hot-project';
import { createQuotationMutation, updateQuotationMutation } from '../api/mutations';
import type { QuotationMutationPayload, QuotationRecord, QuotationReferenceData } from '../api/types';
import { quotationCustomersOptions } from '../api/queries';
import type {
QuotationMutationPayload,
QuotationOpportunityLookup,
QuotationRecord,
QuotationReferenceData
} from '../api/types';
import { quotationSchema } from '../schemas/quotation.schema';
type FormState = {
opportunityId: string;
@@ -53,6 +44,8 @@ type FormState = {
exchangeRate: string;
status: string;
chancePercent: string;
projectCloseDate: string;
deliveryDate: string;
competitor: string;
reference: string;
notes: string;
@@ -63,32 +56,105 @@ type FormState = {
sentVia: string;
revisionRemark: string;
isHotProject: boolean;
hotProjectAutoSuggested: boolean;
hotProjectManuallyOverridden: boolean;
isActive: boolean;
};
export interface QuotationCreatePrefill {
opportunityId?: string | null;
customerId?: string | null;
contactId?: string | null;
projectName?: string | null;
projectLocation?: string | null;
branchId?: string | null;
quotationType?: string | null;
projectCloseDate?: string | null;
deliveryDate?: string | null;
isHotProject?: boolean | null;
hotProjectAutoSuggested?: boolean | null;
hotProjectManuallyOverridden?: boolean | null;
projectParties?: ProjectPartyEditorItem[];
}
type PrefillFieldKey =
| 'customerId'
| 'contactId'
| 'projectName'
| 'projectLocation'
| 'branchId'
| 'quotationType'
| 'projectCloseDate'
| 'deliveryDate'
| 'isHotProject'
| 'hotProjectAutoSuggested'
| 'hotProjectManuallyOverridden';
const PREFILL_FIELD_KEYS: PrefillFieldKey[] = [
'customerId',
'contactId',
'projectName',
'projectLocation',
'branchId',
'quotationType',
'projectCloseDate',
'deliveryDate',
'isHotProject',
'hotProjectAutoSuggested',
'hotProjectManuallyOverridden'
];
function toOpportunityPrefill(
opportunity: QuotationOpportunityLookup | undefined,
referenceData: QuotationReferenceData
): QuotationCreatePrefill | null {
if (!opportunity) {
return null;
}
const quotationType = referenceData.quotationTypes.some((item) => item.id === opportunity.productType)
? opportunity.productType
: null;
return {
opportunityId: opportunity.id,
customerId: opportunity.customerId,
contactId: opportunity.contactId,
projectName: opportunity.projectName,
projectLocation: opportunity.projectLocation,
branchId: opportunity.branchId,
quotationType,
projectCloseDate: opportunity.projectCloseDate ? opportunity.projectCloseDate.slice(0, 10) : null,
deliveryDate: opportunity.deliveryDate ? opportunity.deliveryDate.slice(0, 10) : null,
isHotProject: opportunity.isHotProject,
hotProjectAutoSuggested: opportunity.hotProjectAutoSuggested,
hotProjectManuallyOverridden: opportunity.hotProjectManuallyOverridden
};
}
function toFormState(
quotation: QuotationRecord | undefined,
referenceData: QuotationReferenceData
referenceData: QuotationReferenceData,
initialPrefill?: QuotationCreatePrefill | null
): FormState {
return {
opportunityId: quotation?.opportunityId ?? '',
customerId: quotation?.customerId ?? referenceData.customers[0]?.id ?? '',
contactId: quotation?.contactId ?? '',
quotationDate:
quotation?.quotationDate?.slice(0, 10) ?? new Date().toISOString().slice(0, 10),
opportunityId: quotation?.opportunityId ?? initialPrefill?.opportunityId ?? '',
customerId: quotation?.customerId ?? initialPrefill?.customerId ?? referenceData.customers[0]?.id ?? '',
contactId: quotation?.contactId ?? initialPrefill?.contactId ?? '',
quotationDate: quotation?.quotationDate?.slice(0, 10) ?? new Date().toISOString().slice(0, 10),
validUntil: quotation?.validUntil?.slice(0, 10) ?? '',
quotationType: quotation?.quotationType ?? referenceData.quotationTypes[0]?.id ?? '',
projectName: quotation?.projectName ?? '',
projectLocation: quotation?.projectLocation ?? '',
quotationType:
quotation?.quotationType ?? initialPrefill?.quotationType ?? referenceData.quotationTypes[0]?.id ?? '',
projectName: quotation?.projectName ?? initialPrefill?.projectName ?? '',
projectLocation: quotation?.projectLocation ?? initialPrefill?.projectLocation ?? '',
attention: quotation?.attention ?? '',
branchId: quotation?.branchId ?? '',
branchId: quotation?.branchId ?? initialPrefill?.branchId ?? '',
currency: quotation?.currency ?? referenceData.currencies[0]?.id ?? '',
exchangeRate: String(quotation?.exchangeRate ?? 1),
status: quotation?.status ?? referenceData.statuses[0]?.id ?? '',
chancePercent:
quotation?.chancePercent === null || quotation?.chancePercent === undefined
? ''
: String(quotation.chancePercent),
chancePercent: quotation?.chancePercent !== null && quotation?.chancePercent !== undefined ? String(quotation.chancePercent) : '',
projectCloseDate: quotation?.projectCloseDate?.slice(0, 10) ?? initialPrefill?.projectCloseDate ?? '',
deliveryDate: quotation?.deliveryDate?.slice(0, 10) ?? initialPrefill?.deliveryDate ?? '',
competitor: quotation?.competitor ?? '',
reference: quotation?.reference ?? '',
notes: quotation?.notes ?? '',
@@ -98,25 +164,23 @@ function toFormState(
taxRate: String(quotation?.taxRate ?? 0),
sentVia: quotation?.sentVia ?? '',
revisionRemark: quotation?.revisionRemark ?? '',
isHotProject: quotation?.isHotProject ?? false,
isHotProject: quotation?.isHotProject ?? initialPrefill?.isHotProject ?? false,
hotProjectAutoSuggested:
quotation?.hotProjectAutoSuggested ?? initialPrefill?.hotProjectAutoSuggested ?? false,
hotProjectManuallyOverridden:
quotation?.hotProjectManuallyOverridden ?? initialPrefill?.hotProjectManuallyOverridden ?? false,
isActive: quotation?.isActive ?? true
};
}
function Field({
label,
required = false,
children,
className
}: {
label: string;
required?: boolean;
children: React.ReactNode;
className?: string;
}) {
required,
children
}: React.PropsWithChildren<{ label: string; required?: boolean }>) {
return (
<div className={className}>
<div className='mb-2 text-sm font-medium'>
<div className='space-y-2'>
<div className='text-sm font-medium'>
{label}
{required ? ' *' : ''}
</div>
@@ -129,20 +193,28 @@ export function QuotationFormSheet({
quotation,
open,
onOpenChange,
referenceData
referenceData,
initialPrefill
}: {
quotation?: QuotationRecord;
open: boolean;
onOpenChange: (open: boolean) => void;
referenceData: QuotationReferenceData;
initialPrefill?: QuotationCreatePrefill | null;
}) {
const isEdit = !!quotation;
const defaultState = useMemo(() => toFormState(quotation, referenceData), [quotation, referenceData]);
const isEdit = Boolean(quotation);
const defaultState = useMemo(
() => toFormState(quotation, referenceData, initialPrefill),
[quotation, referenceData, initialPrefill]
);
const [state, setState] = useState<FormState>(defaultState);
const [projectParties, setProjectParties] = useState<ProjectPartyEditorItem[]>([]);
const [dirtyFields, setDirtyFields] = useState<Set<string>>(new Set());
const [projectPartiesDirty, setProjectPartiesDirty] = useState(false);
const projectPartiesQuery = useQuery({
...quotationCustomersOptions(quotation?.id ?? ''),
enabled: open && !!quotation?.id
enabled: open && Boolean(quotation?.id)
});
const createMutation = useMutation({
@@ -151,8 +223,9 @@ export function QuotationFormSheet({
toast.success('Quotation created successfully');
onOpenChange(false);
},
onError: (error) =>
toast.error(error instanceof Error ? error.message : 'Failed to create quotation')
onError: (error) => {
toast.error(error instanceof Error ? error.message : 'Failed to create quotation');
}
});
const updateMutation = useMutation({
@@ -161,46 +234,127 @@ export function QuotationFormSheet({
toast.success('Quotation updated successfully');
onOpenChange(false);
},
onError: (error) =>
toast.error(error instanceof Error ? error.message : 'Failed to update quotation')
onError: (error) => {
toast.error(error instanceof Error ? error.message : 'Failed to update quotation');
}
});
useEffect(() => {
if (open) {
if (!open) {
return;
}
setState(defaultState);
setDirtyFields(new Set());
setProjectPartiesDirty(false);
if (quotation) {
setProjectParties(
quotation
? (projectPartiesQuery.data?.items ?? []).map((item) => ({
(projectPartiesQuery.data?.items ?? []).map((item) => ({
key: item.id,
customerId: item.customerId,
role: item.role,
remark: item.remark ?? ''
}))
: []
);
return;
}
}, [defaultState, open, projectPartiesQuery.data?.items, quotation]);
setProjectParties(initialPrefill?.projectParties ?? []);
}, [defaultState, initialPrefill, open, projectPartiesQuery.data?.items, quotation]);
useEffect(() => {
if (!open) {
return;
}
const suggested = isHotProjectSuggested(state.projectCloseDate);
setState((current) => {
if (current.hotProjectManuallyOverridden) {
if (current.hotProjectAutoSuggested === suggested) {
return current;
}
return { ...current, hotProjectAutoSuggested: suggested };
}
if (current.hotProjectAutoSuggested === suggested && current.isHotProject === suggested) {
return current;
}
return {
...current,
isHotProject: suggested,
hotProjectAutoSuggested: suggested
};
});
}, [open, state.projectCloseDate, state.hotProjectManuallyOverridden]);
const contacts = useMemo(
() => referenceData.contacts.filter((item) => item.customerId === state.customerId),
[referenceData.contacts, state.customerId]
);
function setField<K extends keyof FormState>(key: K, value: FormState[K]) {
function markDirty(key: string) {
setDirtyFields((current) => {
const next = new Set(current);
next.add(key);
return next;
});
}
function setField<K extends keyof FormState>(key: K, value: FormState[K], dirty = true) {
setState((current) => ({ ...current, [key]: value }));
if (dirty) {
markDirty(key);
}
}
function applyPrefill(prefill: QuotationCreatePrefill | null) {
if (!prefill) {
return;
}
setState((current) => {
const next = { ...current };
if (prefill.opportunityId !== undefined) {
next.opportunityId = prefill.opportunityId ?? '';
}
for (const key of PREFILL_FIELD_KEYS) {
if (dirtyFields.has(key)) {
continue;
}
const value = prefill[key];
if (value === undefined) {
continue;
}
(next[key] as FormState[typeof key]) =
typeof next[key] === 'boolean' ? Boolean(value) : ((value ?? '') as FormState[typeof key]);
}
return next;
});
if (!projectPartiesDirty && prefill.projectParties) {
setProjectParties(prefill.projectParties);
}
}
function handleOpportunityChange(value: string) {
const opportunity = referenceData.opportunities.find((item) => item.id === value);
setState((current) => ({
...current,
opportunityId: value === '__none__' ? '' : value,
customerId: opportunity?.customerId ?? current.customerId,
contactId: opportunity?.contactId ?? '',
projectName: opportunity?.projectName ?? current.projectName,
projectLocation: opportunity?.projectLocation ?? current.projectLocation,
branchId: opportunity?.branchId ?? current.branchId
}));
const nextOpportunityId = value === '__none__' ? '' : value;
const opportunity = referenceData.opportunities.find((item) => item.id === nextOpportunityId);
markDirty('opportunityId');
applyPrefill({
...toOpportunityPrefill(opportunity, referenceData),
opportunityId: nextOpportunityId
});
}
async function onSubmit(event: React.FormEvent<HTMLFormElement>) {
@@ -221,7 +375,11 @@ export function QuotationFormSheet({
exchangeRate: state.exchangeRate ? Number(state.exchangeRate) : 1,
status: state.status,
chancePercent: state.chancePercent ? Number(state.chancePercent) : null,
projectCloseDate: state.projectCloseDate || null,
deliveryDate: state.deliveryDate || null,
isHotProject: state.isHotProject,
hotProjectAutoSuggested: state.hotProjectAutoSuggested,
hotProjectManuallyOverridden: state.hotProjectManuallyOverridden,
competitor: state.competitor,
reference: state.reference,
notes: state.notes,
@@ -237,10 +395,18 @@ export function QuotationFormSheet({
.map((item) => ({
customerId: item.customerId,
role: item.role,
isPrimary: false,
remark: item.remark || null
}))
};
const parsed = quotationSchema.safeParse(payload);
if (!parsed.success) {
toast.error(parsed.error.issues[0]?.message ?? 'Invalid quotation payload');
return;
}
if (isEdit && quotation) {
await updateMutation.mutateAsync({ id: quotation.id, values: payload });
return;
@@ -261,8 +427,7 @@ export function QuotationFormSheet({
</SheetDescription>
</SheetHeader>
<form id='quotation-form-sheet' onSubmit={onSubmit} className='flex-1 overflow-auto'>
<div className='grid gap-4 py-4 md:grid-cols-2'>
<form id='quotation-form-sheet' onSubmit={onSubmit} className='grid flex-1 gap-4 overflow-auto py-2 md:grid-cols-2'>
<Field label='Opportunity'>
<Select value={state.opportunityId || '__none__'} onValueChange={handleOpportunityChange}>
<SelectTrigger>
@@ -279,7 +444,7 @@ export function QuotationFormSheet({
</Select>
</Field>
<Field label='ลูกค้าผู้รับใบเสนอราคา'>
<Field label='Customer' required>
<Select
value={state.customerId}
onValueChange={(value) => {
@@ -342,8 +507,19 @@ export function QuotationFormSheet({
<CrmDateInput value={state.validUntil} onChange={(value) => setField('validUntil', value)} />
</Field>
<Field label='Project Close Date'>
<CrmDateInput value={state.projectCloseDate} onChange={(value) => setField('projectCloseDate', value)} />
</Field>
<Field label='Delivery Date'>
<CrmDateInput value={state.deliveryDate} onChange={(value) => setField('deliveryDate', value)} />
</Field>
<Field label='Branch'>
<Select value={state.branchId || '__none__'} onValueChange={(value) => setField('branchId', value === '__none__' ? '' : value)}>
<Select
value={state.branchId || '__none__'}
onValueChange={(value) => setField('branchId', value === '__none__' ? '' : value)}
>
<SelectTrigger>
<SelectValue placeholder='Select branch' />
</SelectTrigger>
@@ -409,7 +585,10 @@ export function QuotationFormSheet({
</Field>
<Field label='Salesman'>
<Select value={state.salesmanId || '__none__'} onValueChange={(value) => setField('salesmanId', value === '__none__' ? '' : value)}>
<Select
value={state.salesmanId || '__none__'}
onValueChange={(value) => setField('salesmanId', value === '__none__' ? '' : value)}
>
<SelectTrigger>
<SelectValue placeholder='Select salesman' />
</SelectTrigger>
@@ -433,7 +612,10 @@ export function QuotationFormSheet({
</Field>
<Field label='Discount Type'>
<Select value={state.discountType || '__none__'} onValueChange={(value) => setField('discountType', value === '__none__' ? '' : value)}>
<Select
value={state.discountType || '__none__'}
onValueChange={(value) => setField('discountType', value === '__none__' ? '' : value)}
>
<SelectTrigger>
<SelectValue placeholder='Select discount type' />
</SelectTrigger>
@@ -453,7 +635,10 @@ export function QuotationFormSheet({
</Field>
<Field label='Sent Via'>
<Select value={state.sentVia || '__none__'} onValueChange={(value) => setField('sentVia', value === '__none__' ? '' : value)}>
<Select
value={state.sentVia || '__none__'}
onValueChange={(value) => setField('sentVia', value === '__none__' ? '' : value)}
>
<SelectTrigger>
<SelectValue placeholder='Select sent via' />
</SelectTrigger>
@@ -477,7 +662,10 @@ export function QuotationFormSheet({
customers={referenceData.customers}
roles={referenceData.projectPartyRoles}
items={projectParties}
onChange={setProjectParties}
onChange={(items) => {
setProjectParties(items);
setProjectPartiesDirty(true);
}}
/>
</div>
@@ -489,16 +677,32 @@ export function QuotationFormSheet({
<div className='md:col-span-2'>
<Field label='Revision Remark'>
<CrmTextarea value={state.revisionRemark} onChange={(e) => setField('revisionRemark', e.target.value)} placeholder='Revision note or approval context' size='md' />
<CrmTextarea
value={state.revisionRemark}
onChange={(e) => setField('revisionRemark', e.target.value)}
placeholder='Revision note or approval context'
size='md'
/>
</Field>
</div>
<div className='flex items-center justify-between rounded-lg border px-4 py-3'>
<div>
<div className='font-medium'>Hot Project</div>
<div className='text-muted-foreground text-sm'>Highlight urgent or strategic deals.</div>
<div className='text-muted-foreground text-sm'>Auto-suggested when project close date is within 3 months.</div>
</div>
<Switch checked={state.isHotProject} onCheckedChange={(checked) => setField('isHotProject', checked)} />
<Switch
checked={state.isHotProject}
onCheckedChange={(checked) => {
setState((current) => ({
...current,
isHotProject: checked,
hotProjectManuallyOverridden: true,
hotProjectAutoSuggested: isHotProjectSuggested(current.projectCloseDate)
}));
markDirty('isHotProject');
}}
/>
</div>
<div className='flex items-center justify-between rounded-lg border px-4 py-3'>
@@ -508,7 +712,6 @@ export function QuotationFormSheet({
</div>
<Switch checked={state.isActive} onCheckedChange={(checked) => setField('isActive', checked)} />
</div>
</div>
</form>
<SheetFooter>
@@ -535,10 +738,10 @@ export function QuotationFormSheetTrigger({
return (
<>
<Button onClick={() => setOpen(true)}>
<Icons.add className='mr-2 h-4 w-4' /> Add Quotation
<Icons.add className='mr-2 h-4 w-4' />
Add Quotation
</Button>
<QuotationFormSheet open={open} onOpenChange={setOpen} referenceData={referenceData} />
</>
);
}

94
src/features/crm/quotations/schemas/quotation.schema.ts
View File

@@ -1,4 +1,5 @@
import * as z from 'zod';
import { isValidDateOnlyString } from '@/features/crm/shared/hot-project';
function coerceOptionalNumber(message: string) {
return z.preprocess((value) => {
@@ -38,41 +39,65 @@ function coerceRequiredNumber(message: string) {
}, z.number().refine((value) => !Number.isNaN(value), message));
}
function optionalDateOnly(message: string) {
return z
.string()
.optional()
.nullable()
.refine((value) => !value || isValidDateOnlyString(value), message);
}
function requiredDateOnly(message: string) {
return z
.string()
.min(1, message)
.refine((value) => isValidDateOnlyString(value), message);
}
export const quotationSchema = z.object({
opportunityId: z.string().optional().nullable(),
customerId: z.string().min(1, 'Please select a customer'),
customerId: z.string().min(1, 'Please select customer'),
contactId: z.string().optional().nullable(),
quotationDate: z.string().min(1, 'Quotation date is required'),
validUntil: z.string().optional().nullable(),
quotationType: z.string().min(1, 'Please select a quotation type'),
quotationDate: requiredDateOnly('Quotation date must be YYYY-MM-DD'),
validUntil: optionalDateOnly('Valid until date must be YYYY-MM-DD'),
quotationType: z.string().min(1, 'Please select quotation type'),
projectName: z.string().optional(),
projectLocation: z.string().optional(),
attention: z.string().optional(),
branchId: z.string().optional().nullable(),
currency: z.string().min(1, 'Please select a currency'),
exchangeRate: coerceOptionalNumber('Exchange rate must be a number'),
status: z.string().min(1, 'Please select a status'),
chancePercent: coerceOptionalNumber('Chance percent must be a number')
.refine(
currency: z.string().min(1, 'Please select currency'),
exchangeRate: coerceOptionalNumber('Exchange rate must be number'),
status: z.string().min(1, 'Please select status'),
chancePercent: coerceOptionalNumber('Chance percent must be number').refine(
(value) => value === undefined || (value >= 0 && value <= 100),
'Chance percent must be between 0 and 100'
),
projectCloseDate: optionalDateOnly('Project close date must be YYYY-MM-DD'),
deliveryDate: optionalDateOnly('Delivery date must be YYYY-MM-DD'),
isHotProject: z.boolean().default(false),
hotProjectAutoSuggested: z.boolean().default(false),
hotProjectManuallyOverridden: z.boolean().default(false),
competitor: z.string().optional(),
reference: z.string().optional(),
notes: z.string().optional(),
salesmanId: z.string().optional().nullable(),
discount: coerceOptionalNumber('Discount must be a number'),
discount: coerceOptionalNumber('Discount must be number').refine(
(value) => value === undefined || value >= 0,
'Discount must be 0 or greater'
),
discountType: z.string().optional().nullable(),
taxRate: coerceOptionalNumber('Tax rate must be a number'),
isActive: z.boolean().default(true),
taxRate: coerceOptionalNumber('Tax rate must be number').refine(
(value) => value === undefined || value >= 0,
'Tax rate must be 0 or greater'
),
sentVia: z.string().optional().nullable(),
revisionRemark: z.string().optional().nullable(),
isActive: z.boolean().default(true),
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'),
isPrimary: z.boolean().default(false).optional(),
remark: z.string().nullable().optional()
})
@@ -81,70 +106,70 @@ export const quotationSchema = z.object({
});
export const quotationItemSchema = z.object({
productType: z.string().min(1, 'Please select a product type'),
productType: z.string().min(1, 'Please select product type'),
description: z.string().min(2, 'Description must be at least 2 characters'),
quantity: coerceRequiredNumber('Quantity must be a number').refine(
quantity: coerceRequiredNumber('Quantity must be number').refine(
(value) => value > 0,
'Quantity must be greater than 0'
),
unit: z.string().optional(),
unitPrice: coerceRequiredNumber('Unit price must be a number').refine(
unitPrice: coerceRequiredNumber('Unit price must be number').refine(
(value) => value >= 0,
'Unit price must be 0 or greater'
),
discount: coerceOptionalNumber('Discount must be a number').refine(
discount: coerceOptionalNumber('Discount must be number').refine(
(value) => value === undefined || value >= 0,
'Discount must be 0 or greater'
),
discountType: z.string().nullable().optional(),
taxRate: coerceOptionalNumber('Tax rate must be a number').refine(
taxRate: coerceOptionalNumber('Tax rate must be number').refine(
(value) => value === undefined || value >= 0,
'Tax rate must be 0 or greater'
),
notes: z.string().optional(),
sortOrder: coerceOptionalNumber('Sort order must be a number')
sortOrder: coerceOptionalNumber('Sort order must be number')
});
export const quotationCustomerSchema = 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'),
isPrimary: z.boolean().default(false),
remark: z.string().nullable().optional()
});
export const quotationTopicSchema = z.object({
id: z.string().optional(),
topicType: z.string().min(1, 'Please select a topic type'),
topicType: z.string().min(1, 'Please select topic type'),
title: z.string().min(2, 'Title must be at least 2 characters'),
sortOrder: coerceOptionalNumber('Sort order must be a number'),
sortOrder: coerceOptionalNumber('Sort order must be number'),
items: z
.array(
z.object({
id: z.string().optional(),
content: z.string().min(1, 'Topic item content is required'),
sortOrder: coerceOptionalNumber('Sort order must be a number')
content: z.string().min(1, 'Topic item content required'),
sortOrder: coerceOptionalNumber('Sort order must be number')
})
)
.min(1, 'At least one topic item is required')
.min(1, 'At least one topic item required')
});
export const quotationFollowupSchema = z.object({
id: z.string().optional(),
followupDate: z.string().min(1, 'Follow-up date is required'),
followupType: z.string().min(1, 'Please select a follow-up type'),
followupDate: requiredDateOnly('Follow-up date must be YYYY-MM-DD'),
followupType: z.string().min(1, 'Please select follow-up type'),
contactId: z.string().optional().nullable(),
outcome: z.string().optional(),
notes: z.string().optional(),
nextFollowupDate: z.string().optional().nullable(),
nextFollowupDate: optionalDateOnly('Next follow-up date must be YYYY-MM-DD'),
nextAction: z.string().optional()
});
export const quotationAttachmentSchema = z.object({
id: z.string().optional(),
fileName: z.string().min(1, 'Stored file name is required'),
originalFileName: z.string().min(1, 'Original file name is required'),
filePath: z.string().min(1, 'File path is required'),
fileSize: coerceOptionalNumber('File size must be a number'),
fileName: z.string().min(1, 'Stored file name required'),
originalFileName: z.string().min(1, 'Original file name required'),
filePath: z.string().min(1, 'File path required'),
fileSize: coerceOptionalNumber('File size must be number'),
fileType: z.string().nullable().optional(),
description: z.string().optional()
});
@@ -159,4 +184,3 @@ export type QuotationCustomerFormValues = z.input<typeof quotationCustomerSchema
export type QuotationTopicFormValues = z.input<typeof quotationTopicSchema>;
export type QuotationFollowupFormValues = z.input<typeof quotationFollowupSchema>;
export type QuotationAttachmentFormValues = z.input<typeof quotationAttachmentSchema>;

41
src/features/crm/quotations/server/service.ts
View File

@@ -80,6 +80,7 @@ import {
PROJECT_PARTY_OPTION_CATEGORY,
resolveProjectPartyRole
} from '@/features/crm/shared/project-party';
import { resolveHotProjectState } from '@/features/crm/shared/hot-project';
const QUOTATION_OPTION_CATEGORIES = {
status: 'crm_quotation_status',
@@ -271,7 +272,11 @@ function mapQuotationRecord(
taxAmount: row.taxAmount,
totalAmount: row.totalAmount,
chancePercent: row.chancePercent,
projectCloseDate: row.projectCloseDate?.toISOString() ?? null,
deliveryDate: row.deliveryDate?.toISOString() ?? null,
isHotProject: row.isHotProject,
hotProjectAutoSuggested: row.hotProjectAutoSuggested,
hotProjectManuallyOverridden: row.hotProjectManuallyOverridden,
competitor: row.competitor,
salesmanId: row.salesmanId,
salesmanName: options?.salesmanName ?? null,
@@ -1242,7 +1247,13 @@ export async function getQuotationReferenceData(
title: opportunity.title,
projectName: opportunity.projectName,
projectLocation: opportunity.projectLocation,
branchId: opportunity.branchId
branchId: opportunity.branchId,
productType: opportunity.productType,
projectCloseDate: opportunity.projectCloseDate?.toISOString() ?? null,
deliveryDate: opportunity.deliveryDate?.toISOString() ?? null,
isHotProject: opportunity.isHotProject,
hotProjectAutoSuggested: opportunity.hotProjectAutoSuggested,
hotProjectManuallyOverridden: opportunity.hotProjectManuallyOverridden
})),
salesmen: salesmen.map<QuotationSalesmanLookup>((salesman) => ({
id: salesman.id,
@@ -1469,6 +1480,12 @@ export async function createQuotation(
opportunityId: payload.opportunityId,
customerId: payload.customerId
});
const hotProjectState = resolveHotProjectState({
projectCloseDate: payload.projectCloseDate ?? opportunity?.projectCloseDate?.toISOString().slice(0, 10) ?? null,
isHotProject: payload.isHotProject ?? opportunity?.isHotProject ?? false,
hotProjectManuallyOverridden:
payload.hotProjectManuallyOverridden ?? opportunity?.hotProjectManuallyOverridden ?? false
});
const documentCode = await generateNextDocumentCode({
organizationId,
documentType: 'quotation',
@@ -1505,7 +1522,13 @@ const documentCode = await generateNextDocumentCode({
discountType: payload.discountType ?? null,
taxRate: payload.taxRate ?? 0,
chancePercent: payload.chancePercent ?? opportunity?.chancePercent ?? null,
isHotProject: payload.isHotProject ?? opportunity?.isHotProject ?? false,
projectCloseDate: payload.projectCloseDate
? new Date(payload.projectCloseDate)
: opportunity?.projectCloseDate ?? null,
deliveryDate: payload.deliveryDate ? new Date(payload.deliveryDate) : opportunity?.deliveryDate ?? null,
isHotProject: hotProjectState.isHotProject,
hotProjectAutoSuggested: hotProjectState.hotProjectAutoSuggested,
hotProjectManuallyOverridden: hotProjectState.hotProjectManuallyOverridden,
competitor: payload.competitor?.trim() || opportunity?.competitor || null,
salesmanId: payload.salesmanId ?? null,
isSent: false,
@@ -1573,6 +1596,12 @@ export async function updateQuotation(
opportunityId: payload.opportunityId,
customerId: payload.customerId
});
const hotProjectState = resolveHotProjectState({
projectCloseDate: payload.projectCloseDate ?? opportunity?.projectCloseDate?.toISOString().slice(0, 10) ?? null,
isHotProject: payload.isHotProject ?? existing.isHotProject,
hotProjectManuallyOverridden:
payload.hotProjectManuallyOverridden ?? existing.hotProjectManuallyOverridden
});
const updated = await db.transaction(async (tx) => {
const [row] = await tx
@@ -1598,7 +1627,13 @@ export async function updateQuotation(
discountType: payload.discountType ?? null,
taxRate: payload.taxRate ?? 0,
chancePercent: payload.chancePercent ?? opportunity?.chancePercent ?? null,
isHotProject: payload.isHotProject ?? false,
projectCloseDate: payload.projectCloseDate
? new Date(payload.projectCloseDate)
: opportunity?.projectCloseDate ?? null,
deliveryDate: payload.deliveryDate ? new Date(payload.deliveryDate) : opportunity?.deliveryDate ?? null,
isHotProject: hotProjectState.isHotProject,
hotProjectAutoSuggested: hotProjectState.hotProjectAutoSuggested,
hotProjectManuallyOverridden: hotProjectState.hotProjectManuallyOverridden,
competitor: payload.competitor?.trim() || opportunity?.competitor || null,
salesmanId: payload.salesmanId ?? null,
sentVia: payload.sentVia ?? null,

63
src/features/crm/shared/hot-project.ts Normal file
View File

@@ -0,0 +1,63 @@
import { addMonths, endOfDay, isValid, parse } from 'date-fns';
const DATE_ONLY_PATTERN = /^\d{4}-\d{2}-\d{2}$/;
export interface HotProjectResolutionInput {
projectCloseDate?: string | null;
isHotProject?: boolean | null;
hotProjectManuallyOverridden?: boolean | null;
}
export interface HotProjectResolution {
isHotProject: boolean;
hotProjectAutoSuggested: boolean;
hotProjectManuallyOverridden: boolean;
}
export function isValidDateOnlyString(value: string | null | undefined): value is string {
if (!value || !DATE_ONLY_PATTERN.test(value)) {
return false;
}
const parsed = parse(value, 'yyyy-MM-dd', new Date());
return isValid(parsed);
}
export function isHotProjectSuggested(projectCloseDate: string | null | undefined, now = new Date()) {
if (!isValidDateOnlyString(projectCloseDate)) {
return false;
}
const parsed = parse(projectCloseDate, 'yyyy-MM-dd', now);
return parsed.getTime() <= endOfDay(addMonths(now, 3)).getTime();
}
export function resolveHotProjectState(
input: HotProjectResolutionInput,
now = new Date()
): HotProjectResolution {
const hotProjectAutoSuggested = isHotProjectSuggested(input.projectCloseDate, now);
const hotProjectManuallyOverridden = Boolean(input.hotProjectManuallyOverridden);
if (hotProjectManuallyOverridden) {
return {
isHotProject: Boolean(input.isHotProject),
hotProjectAutoSuggested,
hotProjectManuallyOverridden: true
};
}
if (hotProjectAutoSuggested) {
return {
isHotProject: true,
hotProjectAutoSuggested: true,
hotProjectManuallyOverridden: false
};
}
return {
isHotProject: Boolean(input.isHotProject),
hotProjectAutoSuggested: false,
hotProjectManuallyOverridden: false
};
}