alla-allaos-fullstack/docs/implementation/task-d2-billing-customer-project-parties.md

Task D.2 Billing Customer + Project Parties

Scope delivered

• Kept the main CRM field named Billing Customer on enquiry and quotation forms/detail pages.
• Added a separate Project Parties model for enquiries and aligned quotation related customers to the same business concept.
• Added remark support on quotation project parties and introduced enquiry project-party persistence.
• Switched role sourcing to the shared master-option category crm_project_party_role.
• Added compatibility mapping so legacy quotation roles such as owner and billing still render correctly.

Data model

• Added crm_enquiry_customers for enquiry project parties.
• Added remark column to crm_quotation_customers.
• Generated migration drizzle/0010_calm_wendell_rand.sql.

Server behavior

• Enquiry create/update now sync Project Parties transactionally.
• Quotation create/update now sync Project Parties transactionally.
• Billing customer is auto-added as a billing_customer project party during sync.
• Duplicate customerId + roleCode combinations are de-duplicated during main form sync and rejected in quotation detail CRUD.
• Quotation project-party reads normalize legacy role codes to current shared role options.

UI changes

• Enquiry form now has Billing Customer plus a Project Parties editor.
• Enquiry detail now shows Billing Customer and Project Parties separately.
• Quotation form now has Billing Customer plus a Project Parties editor.
• Quotation detail overview separates Billing Customer and Project Parties.
• Quotation customer tab is relabeled to Project Parties, shows role clearly, and supports remark editing.

Verification

• npx tsc --noEmit passes.
• npm run lint still fails because of pre-existing repo issues outside this task, including:
  • src/components/ui/input-group.tsx
  • src/features/chat/components/message-composer.tsx
  • src/components/forms/demo-form.tsx