feat(crm): event-type dropdown on quotes; quote→event uses it (no more hardcoded 'wedding')

Quotes now carry an event type (migration 146: quotes.event_type, the
event_types.slug_prefix), chosen from the active event-types catalog in the
quote editor's Event section. convertToEvent reads it instead of the
unconditional hardcoded 'wedding': quote.event_type → crm_default_event_type
setting → 'wedding' as last-resort seeded fallback. When the booking flow's
prepare_event is wired, it reads the same field.

Backend: createQuote/updateQuote persist event_type (hasColumn-guarded);
adminQuotes route accepts + returns eventType. Frontend: FormState + payload +
load + a catalog-sourced dropdown ("— Use default —"); EN/DE strings.

backend/migrations/core/146_add_quote_event_type.js

@@ -0,0 +1,25 @@
+/**
+ * Migration 146: carry an event type on the quote.
+ *
+ * Quotes already snapshot event_name + event_date, but not the TYPE. Without it
+ * the quote→event conversion (convertToEvent) had to hardcode 'wedding'. This
+ * column lets the admin pick the type on the quote (from the event_types
+ * catalog, stored as its slug_prefix — same shape as events.event_type), so the
+ * conversion / booking flow's prepare_event can carry it through. Nullable: old
+ * quotes and the "didn't pick one" case fall back to a configurable default.
+ */
+exports.up = async function (knex) {
+  if (!(await knex.schema.hasTable('quotes'))) return;
+  if (!(await knex.schema.hasColumn('quotes', 'event_type'))) {
+    await knex.schema.alterTable('quotes', (t) => {
+      t.string('event_type', 64);
+    });
+  }
+};
+
+exports.down = async function (knex) {
+  if (!(await knex.schema.hasTable('quotes'))) return;
+  if (await knex.schema.hasColumn('quotes', 'event_type')) {
+    await knex.schema.alterTable('quotes', (t) => t.dropColumn('event_type'));
+  }
+};

backend/src/routes/adminQuotes.js

@@ -86,6 +86,7 @@ function transformQuote(q) {
     validUntil: q.valid_until,
     eventName: q.event_name,
     eventDate: q.event_date,
+    eventType: q.event_type ?? null,
     eventTimeStart: q.event_time_start,
     eventTimeEnd: q.event_time_end,
     expectedDurationHours: q.expected_duration_hours == null ? null : Number(q.expected_duration_hours),
@@ -212,7 +213,7 @@ function mapPayloadToService(body) {
     customerAccountId: 'customerAccountId',
     language: 'language', currency: 'currency',
     issueDate: 'issueDate', validUntil: 'validUntil',
-    eventName: 'eventName', eventDate: 'eventDate',
+    eventName: 'eventName', eventDate: 'eventDate', eventType: 'eventType',
     eventTimeStart: 'eventTimeStart', eventTimeEnd: 'eventTimeEnd',
     expectedDurationHours: 'expectedDurationHours',
     paymentTermTemplateId: 'paymentTermTemplateId',

backend/src/services/quoteService.js

@@ -563,6 +563,11 @@ async function createQuote(payload, adminId) {
     if (payload.vatCode !== undefined && await hasColumnCached('quotes', 'vat_code')) {
       row.vat_code = payload.vatCode ? String(payload.vatCode).slice(0, 16) : null;
     }
+    // Migration 146 — event type (event_types.slug_prefix). Drives the type of
+    // the event the quote converts into, instead of the old hardcoded 'wedding'.
+    if (payload.eventType !== undefined && await hasColumnCached('quotes', 'event_type')) {
+      row.event_type = payload.eventType ? String(payload.eventType).slice(0, 64) : null;
+    }
     const inserted = await trx('quotes').insert(row).returning('id');
     const quoteId = typeof inserted[0] === 'object' ? inserted[0].id : inserted[0];
 
@@ -691,6 +696,10 @@ async function updateQuote(id, payload, adminId) {
     if (Object.prototype.hasOwnProperty.call(payload, 'vatCode') && await hasColumnCached('quotes', 'vat_code')) {
       updates.vat_code = payload.vatCode ? String(payload.vatCode).slice(0, 16) : null;
     }
+    // Migration 146 — event type.
+    if (Object.prototype.hasOwnProperty.call(payload, 'eventType') && await hasColumnCached('quotes', 'event_type')) {
+      updates.event_type = payload.eventType ? String(payload.eventType).slice(0, 64) : null;
+    }
     await trx('quotes').where({ id }).update(updates);
 
     // When linked to a project, cascade across the deal lineage so the linked
@@ -1482,6 +1491,13 @@ async function convertToEvent(quoteId, adminId, options = {}) {
     const customerEmail = customer.email || `${quote.quote_number.toLowerCase()}@picpeak.local`;
     const adminEmail = adminRow?.email || customer.email || '[email protected]';
 
+    // Event type for the new event: the type chosen on the quote (migration 146),
+    // else a configurable org default, else 'wedding' as the last-resort seeded
+    // type. Replaces the old unconditional hardcoded 'wedding'.
+    const eventType = (quote.event_type && String(quote.event_type).trim())
+      || (await getAppSetting('crm_default_event_type'))
+      || 'wedding';
+
     // Each candidate column is paired with the value we'd write. We
     // ask the DB which columns exist and only keep the matching pairs
     // — bullet-proof against schema drift in either direction.
@@ -1496,7 +1512,7 @@ async function convertToEvent(quoteId, adminId, options = {}) {
       customer_email: customerEmail,
       customer_phone: customer.phone,
       admin_email: adminEmail,
-      event_type: 'wedding',
+      event_type: eventType,
       password_hash: placeholder,
       share_link: shareLink,
       share_token: shareLink,

frontend/src/i18n/locales/de.json

@@ -5233,6 +5233,9 @@
       "eventHelp": "Wird auf den Vertrag übernommen und an jeden daraus erzeugten Anlass / jede Rechnung weitergegeben. Setzen Sie dies, damit Kundenportal und Mahn-E-Mails die richtige Bezeichnung \"Hochzeit Doe / Müller\" anzeigen.",
       "eventName": "Anlassname",
       "eventNamePlaceholder": "z. B. Hochzeit Doe / Müller",
+      "eventType": "Anlasstyp",
+      "eventTypeNone": "— Standard verwenden —",
+      "eventTypeHint": "Wird für den Anlass verwendet, der bei Annahme dieses Angebots erstellt wird.",
       "eventSection": "Anlass (optional)",
       "eventTimeEnd": "Ende",
       "eventTimeStart": "Beginn",

frontend/src/i18n/locales/en.json

@@ -5231,6 +5231,9 @@
       "eventHelp": "Snapshotted onto the contract and propagated to any event / invoice generated from it. Set this so the customer portal and dunning emails show the right \"Wedding Doe / Müller\" label.",
       "eventName": "Event name",
       "eventNamePlaceholder": "e.g. Wedding Doe / Müller",
+      "eventType": "Event type",
+      "eventTypeNone": "— Use default —",
+      "eventTypeHint": "Used for the event created when this quote is accepted.",
       "eventSection": "Event (optional)",
       "eventTimeEnd": "End",
       "eventTimeStart": "Start",

frontend/src/pages/admin/quotes/QuoteEditorPage.tsx

@@ -28,6 +28,7 @@ import { ProjectSelect } from '../../../components/admin/ProjectSelect';
 import { VatRateSelect } from '../../../components/admin/VatRateSelect';
 import { accountingService } from '../../../services/accounting.service';
 import { vatCodesService } from '../../../services/vatCodes.service';
+import { eventTypesService } from '../../../services/eventTypes.service';
 import { InstallmentsPanel } from '../../../components/admin/InstallmentsPanel';
 import { customerAdminService } from '../../../services/customerAdmin.service';
 import { userManagementService } from '../../../services/userManagement.service';
@@ -47,6 +48,7 @@ interface FormState {
   validUntil: string;
   eventName: string;
   eventDate: string;
+  eventType: string;
   eventTimeStart: string;
   eventTimeEnd: string;
   expectedDurationHours: string;
@@ -83,6 +85,7 @@ const empty: FormState = {
   validUntil: '',
   eventName: '',
   eventDate: '',
+  eventType: '',
   eventTimeStart: '',
   eventTimeEnd: '',
   expectedDurationHours: '',
@@ -115,6 +118,7 @@ function buildPayload(f: FormState): QuoteCreatePayload {
     validUntil: f.validUntil || undefined,
     eventName: f.eventName || undefined,
     eventDate: f.eventDate || undefined,
+    eventType: f.eventType || null,
     eventTimeStart: f.eventTimeStart || undefined,
     eventTimeEnd: f.eventTimeEnd || undefined,
     expectedDurationHours: f.expectedDurationHours ? Number(f.expectedDurationHours) : undefined,
@@ -197,6 +201,9 @@ export const QuoteEditorPage: React.FC = () => {
   // convert to) don't silently start at 0%. Never clobbers a touched value.
   const { data: acctSettings } = useQuery({ queryKey: ['accounting-settings'], queryFn: () => accountingService.getSettings() });
   const { data: outputVatCodes } = useQuery({ queryKey: ['vat-codes', 'output'], queryFn: () => vatCodesService.listOutput() });
+  // Active event types — drives the event-type dropdown (and the type of the
+  // event this quote converts into).
+  const { data: eventTypes = [] } = useQuery({ queryKey: ['event-types-active'], queryFn: () => eventTypesService.getActiveEventTypes() });
   const didSeedVatRef = useRef(false);
   useEffect(() => {
     if (isEdit || didSeedVatRef.current) return;
@@ -231,6 +238,7 @@ export const QuoteEditorPage: React.FC = () => {
         validUntil: q.validUntil || '',
         eventName: q.eventName || '',
         eventDate: q.eventDate || '',
+        eventType: q.eventType || '',
         eventTimeStart: q.eventTimeStart || '',
         eventTimeEnd: q.eventTimeEnd || '',
         expectedDurationHours: q.expectedDurationHours?.toString() || '',
@@ -531,6 +539,24 @@ export const QuoteEditorPage: React.FC = () => {
         <div className="grid grid-cols-1 md:grid-cols-2 gap-3">
           <Input label={t('quotes.field.eventName', 'Event name') as string} value={form.eventName}
             onChange={(e) => setForm((f) => ({ ...f, eventName: e.target.value }))} />
+          <div>
+            <label className="block text-sm font-medium text-neutral-700 dark:text-neutral-300 mb-1">
+              {t('quotes.field.eventType', 'Event type')}
+            </label>
+            <select
+              value={form.eventType}
+              onChange={(e) => setForm((f) => ({ ...f, eventType: e.target.value }))}
+              className="w-full px-3 py-2 rounded-lg border border-neutral-300 dark:border-neutral-600 bg-white dark:bg-neutral-900 text-neutral-900 dark:text-neutral-100"
+            >
+              <option value="">{t('quotes.field.eventTypeNone', '— Use default —')}</option>
+              {eventTypes.map((et) => (
+                <option key={et.id} value={et.slug_prefix}>{et.emoji ? `${et.emoji} ` : ''}{et.name}</option>
+              ))}
+            </select>
+            <p className="mt-1 text-xs text-neutral-500 dark:text-neutral-400">
+              {t('quotes.field.eventTypeHint', 'Used for the event created when this quote is accepted.')}
+            </p>
+          </div>
           <LocalizedDateInput label={t('quotes.field.eventDate', 'Event date') as string} value={form.eventDate}
             onChange={(iso) => setForm((f) => ({ ...f, eventDate: iso }))} />
           <TimeField label={t('quotes.field.eventTimeStart', 'Start time') as string} value={form.eventTimeStart}

frontend/src/services/quotes.service.ts

@@ -63,6 +63,7 @@ export interface QuoteSummary {
   validUntil: string | null;
   eventName: string | null;
   eventDate: string | null;
+  eventType: string | null;
   totalAmountMinor: number;
   sentAt: string | null;
   acceptedAt: string | null;
@@ -178,6 +179,7 @@ export interface QuoteCreatePayload {
   validUntil?: string;
   eventName?: string;
   eventDate?: string;
+  eventType?: string | null;
   eventTimeStart?: string;
   eventTimeEnd?: string;
   expectedDurationHours?: number;