task-d.4

docs/implementation/task-d4-won-lost-lifecycle-governance.md

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+# Task D.4 Implementation Summary
+
+## Completed
+
+- extended `crm_enquiries` with official won/lost lifecycle fields
+- added `crm_enquiry_attachments` for purchase order files
+- seeded `crm_lost_reason` master data
+- added permissions:
+  - `crm.enquiry.mark_won`
+  - `crm.enquiry.mark_lost`
+  - `crm.enquiry.reopen`
+- added outcome service operations for:
+  - mark won
+  - mark lost
+  - reopen lost opportunity
+- added API routes for outcome transitions and PO attachment upload/view/download
+- added enquiry detail outcome card with:
+  - open / won / lost state
+  - PO data
+  - lost data
+  - closed by / closed date
+  - mark won / mark lost / reopen actions
+  - PO attachment upload and retrieval
+- removed quotation-status-driven mutation of enquiry pipeline outcome
+- migrated dashboard summary/funnel/sales won revenue to enquiry outcome helpers
+- added reporting helpers:
+  - `getWonRevenue()`
+  - `getLostRevenue()`
+  - `getLostByReason()`
+  - `getLostByCompetitor()`
+  - `getWinRate()`
+
+## Verification
+
+- `npm exec tsc --noEmit`
+
+## Notes
+
+- marketing users still receive outcome state, but PO amount is redacted server-side unless commercial pricing visibility exists
+- PO attachment endpoints are also restricted to commercial-data viewers
+- revenue analytics cards still use existing quotation-attribution views for top-party ranking, but won/lost headline KPI and sales won revenue now follow the D.4 lifecycle rule