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.
This commit is contained in:
@@ -5233,6 +5233,9 @@
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"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.",
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"eventName": "Anlassname",
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"eventNamePlaceholder": "z. B. Hochzeit Doe / Müller",
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"eventType": "Anlasstyp",
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"eventTypeNone": "— Standard verwenden —",
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"eventTypeHint": "Wird für den Anlass verwendet, der bei Annahme dieses Angebots erstellt wird.",
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"eventSection": "Anlass (optional)",
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"eventTimeEnd": "Ende",
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"eventTimeStart": "Beginn",
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@@ -5231,6 +5231,9 @@
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"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.",
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"eventName": "Event name",
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"eventNamePlaceholder": "e.g. Wedding Doe / Müller",
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"eventType": "Event type",
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"eventTypeNone": "— Use default —",
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"eventTypeHint": "Used for the event created when this quote is accepted.",
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"eventSection": "Event (optional)",
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"eventTimeEnd": "End",
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"eventTimeStart": "Start",
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@@ -28,6 +28,7 @@ import { ProjectSelect } from '../../../components/admin/ProjectSelect';
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import { VatRateSelect } from '../../../components/admin/VatRateSelect';
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import { accountingService } from '../../../services/accounting.service';
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import { vatCodesService } from '../../../services/vatCodes.service';
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import { eventTypesService } from '../../../services/eventTypes.service';
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import { InstallmentsPanel } from '../../../components/admin/InstallmentsPanel';
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import { customerAdminService } from '../../../services/customerAdmin.service';
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import { userManagementService } from '../../../services/userManagement.service';
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@@ -47,6 +48,7 @@ interface FormState {
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validUntil: string;
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eventName: string;
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eventDate: string;
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eventType: string;
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eventTimeStart: string;
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eventTimeEnd: string;
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expectedDurationHours: string;
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@@ -83,6 +85,7 @@ const empty: FormState = {
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validUntil: '',
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eventName: '',
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eventDate: '',
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eventType: '',
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eventTimeStart: '',
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eventTimeEnd: '',
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expectedDurationHours: '',
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@@ -115,6 +118,7 @@ function buildPayload(f: FormState): QuoteCreatePayload {
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validUntil: f.validUntil || undefined,
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eventName: f.eventName || undefined,
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eventDate: f.eventDate || undefined,
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eventType: f.eventType || null,
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eventTimeStart: f.eventTimeStart || undefined,
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eventTimeEnd: f.eventTimeEnd || undefined,
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expectedDurationHours: f.expectedDurationHours ? Number(f.expectedDurationHours) : undefined,
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@@ -197,6 +201,9 @@ export const QuoteEditorPage: React.FC = () => {
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// convert to) don't silently start at 0%. Never clobbers a touched value.
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const { data: acctSettings } = useQuery({ queryKey: ['accounting-settings'], queryFn: () => accountingService.getSettings() });
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const { data: outputVatCodes } = useQuery({ queryKey: ['vat-codes', 'output'], queryFn: () => vatCodesService.listOutput() });
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// Active event types — drives the event-type dropdown (and the type of the
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// event this quote converts into).
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const { data: eventTypes = [] } = useQuery({ queryKey: ['event-types-active'], queryFn: () => eventTypesService.getActiveEventTypes() });
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const didSeedVatRef = useRef(false);
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useEffect(() => {
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if (isEdit || didSeedVatRef.current) return;
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@@ -231,6 +238,7 @@ export const QuoteEditorPage: React.FC = () => {
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validUntil: q.validUntil || '',
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eventName: q.eventName || '',
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eventDate: q.eventDate || '',
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eventType: q.eventType || '',
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eventTimeStart: q.eventTimeStart || '',
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eventTimeEnd: q.eventTimeEnd || '',
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expectedDurationHours: q.expectedDurationHours?.toString() || '',
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@@ -531,6 +539,24 @@ export const QuoteEditorPage: React.FC = () => {
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<div className="grid grid-cols-1 md:grid-cols-2 gap-3">
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<Input label={t('quotes.field.eventName', 'Event name') as string} value={form.eventName}
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onChange={(e) => setForm((f) => ({ ...f, eventName: e.target.value }))} />
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<div>
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<label className="block text-sm font-medium text-neutral-700 dark:text-neutral-300 mb-1">
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{t('quotes.field.eventType', 'Event type')}
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</label>
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<select
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value={form.eventType}
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onChange={(e) => setForm((f) => ({ ...f, eventType: e.target.value }))}
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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"
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>
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<option value="">{t('quotes.field.eventTypeNone', '— Use default —')}</option>
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{eventTypes.map((et) => (
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<option key={et.id} value={et.slug_prefix}>{et.emoji ? `${et.emoji} ` : ''}{et.name}</option>
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))}
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</select>
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<p className="mt-1 text-xs text-neutral-500 dark:text-neutral-400">
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{t('quotes.field.eventTypeHint', 'Used for the event created when this quote is accepted.')}
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</p>
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</div>
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<LocalizedDateInput label={t('quotes.field.eventDate', 'Event date') as string} value={form.eventDate}
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onChange={(iso) => setForm((f) => ({ ...f, eventDate: iso }))} />
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<TimeField label={t('quotes.field.eventTimeStart', 'Start time') as string} value={form.eventTimeStart}
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@@ -63,6 +63,7 @@ export interface QuoteSummary {
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validUntil: string | null;
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eventName: string | null;
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eventDate: string | null;
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eventType: string | null;
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totalAmountMinor: number;
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sentAt: string | null;
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acceptedAt: string | null;
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@@ -178,6 +179,7 @@ export interface QuoteCreatePayload {
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validUntil?: string;
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eventName?: string;
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eventDate?: string;
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eventType?: string | null;
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eventTimeStart?: string;
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eventTimeEnd?: string;
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expectedDurationHours?: number;
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