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()

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