alla-allaos-fullstack/docs/implementation/task-d.6.2-opportunity-quotation-prefill-project-timeline-2026-07-01.md

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
• plans/task-d.6.2.md
• docs/standards/project-foundations.md
• docs/standards/architecture-rules.md
• docs/standards/ui-ux-rules.md
• docs/standards/task-review-checklist.md
• docs/business/crm-terminology.md
• docs/adr/0018-lead-enquiry-domain-separation.md
• 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

Implementation Summary

• Added shared hot-project decision logic in 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.
• 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
• drizzle/0002_opportunity_quotation_timeline_hot_project.sql
• drizzle/meta/_journal.json
• src/features/crm/shared/hot-project.ts
• src/features/crm/opportunities/api/types.ts
• src/features/crm/opportunities/schemas/opportunity.schema.ts
• src/features/crm/opportunities/server/service.ts
• src/features/crm/opportunities/components/opportunity-form-sheet.tsx
• src/features/crm/opportunities/components/opportunity-detail.tsx
• src/app/api/crm/opportunities/route.ts
• src/app/api/crm/opportunities/[id]/route.ts
• src/features/crm/quotations/api/types.ts
• src/features/crm/quotations/schemas/quotation.schema.ts
• src/features/crm/quotations/server/service.ts
• 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.