alla-allaos-fullstack/plans/task-d.6.2.md

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:

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.

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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