Add Event Props booking lifecycle fields

apps/api/src/deals/deals.contracts.ts

@@ -1,4 +1,10 @@
-import { DealStage } from "@crm/db";
+import {
+	CalendarStatus,
+	DealStage,
+	InvoiceStatus,
+	PaymentStatus,
+	QuoteStatus,
+} from "@crm/db";
 import { FIELD_ENTITIES, FIELD_TYPES } from "@crm/db/fields";
 import { z } from "zod";
 import { bulkIdsInput } from "../crm/bulk";
@@ -41,6 +47,24 @@ const stageEnum = z.enum(
 	Object.values(DealStage) as [DealStage, ...DealStage[]],
 );
 
+const quoteStatusEnum = z.enum(
+	Object.values(QuoteStatus) as [QuoteStatus, ...QuoteStatus[]],
+);
+
+const invoiceStatusEnum = z.enum(
+	Object.values(InvoiceStatus) as [InvoiceStatus, ...InvoiceStatus[]],
+);
+
+const paymentStatusEnum = z.enum(
+	Object.values(PaymentStatus) as [PaymentStatus, ...PaymentStatus[]],
+);
+
+const calendarStatusEnum = z.enum(
+	Object.values(CalendarStatus) as [CalendarStatus, ...CalendarStatus[]],
+);
+
+const nullableDateTime = z.string().nullable().optional();
+
 export const dealCreateInput = z.object({
 	name: z.string().trim().min(1, "A deal needs a name."),
 	companyId: z.string().min(1, "A deal belongs to a company."),
@@ -61,6 +85,19 @@ const dealUpdateInput = z.object({
 	amountCents,
 	currency: currencyCode.optional(),
 	expectedCloseDate: z.string().nullable().optional(),
+	quoteStatus: quoteStatusEnum.optional(),
+	invoiceStatus: invoiceStatusEnum.optional(),
+	paymentStatus: paymentStatusEnum.optional(),
+	calendarStatus: calendarStatusEnum.optional(),
+	googleCalendarEventId: z.string().nullable().optional(),
+	quoteSentAt: nullableDateTime,
+	invoiceRequestedAt: nullableDateTime,
+	invoiceSentAt: nullableDateTime,
+	depositPaidAt: nullableDateTime,
+	fullyPaidAt: nullableDateTime,
+	calendarAddedAt: nullableDateTime,
+	depositAmountCents: amountCents,
+	balanceAmountCents: amountCents,
 	fields: recordFieldValues.optional(),
 });
 
@@ -230,11 +267,24 @@ export const dealDetailOutput = z.object({
 	description: z.string().nullable(),
 	stage: stageEnum,
 	currency: z.string(),
+	quoteStatus: quoteStatusEnum,
+	invoiceStatus: invoiceStatusEnum,
+	paymentStatus: paymentStatusEnum,
+	calendarStatus: calendarStatusEnum,
+	googleCalendarEventId: z.string().nullable(),
+	quoteSentAt: z.string().nullable(),
+	invoiceRequestedAt: z.string().nullable(),
+	invoiceSentAt: z.string().nullable(),
+	depositPaidAt: z.string().nullable(),
+	fullyPaidAt: z.string().nullable(),
+	calendarAddedAt: z.string().nullable(),
 	closedReason: z.string().nullable(),
 	company: dealCompanyDetailOutput,
 	owner: dealOwnerOutput,
 	fields: z.array(recordFieldOutput),
 	amountCents: z.number().nullable(),
+	depositAmountCents: z.number().nullable(),
+	balanceAmountCents: z.number().nullable(),
 	baseAmountCents: z.number().nullable(),
 	reportingCurrency: z.string(),
 	fxRate: z.number().nullable(),

apps/api/src/deals/deals.service.ts

@@ -202,6 +202,19 @@ export class DealsService {
 				stageChangedAt: true,
 				amount: true,
 				currency: true,
+				quoteStatus: true,
+				invoiceStatus: true,
+				paymentStatus: true,
+				calendarStatus: true,
+				googleCalendarEventId: true,
+				quoteSentAt: true,
+				invoiceRequestedAt: true,
+				invoiceSentAt: true,
+				depositPaidAt: true,
+				fullyPaidAt: true,
+				calendarAddedAt: true,
+				depositAmount: true,
+				balanceAmount: true,
 				baseAmount: true,
 				fxRate: true,
 				fxRateAt: true,
@@ -226,9 +239,17 @@ export class DealsService {
 		const {
 			contacts,
 			amount,
+			depositAmount,
+			balanceAmount,
 			baseAmount,
 			fxRate,
 			fxRateAt,
+			quoteSentAt,
+			invoiceRequestedAt,
+			invoiceSentAt,
+			depositPaidAt,
+			fullyPaidAt,
+			calendarAddedAt,
 			archivedAt,
 			...rest
 		} = deal;
@@ -237,10 +258,18 @@ export class DealsService {
 			...rest,
 			fields: await this.fields.valuesFor("DEAL", id),
 			amountCents: toCents(amount),
+			depositAmountCents: toCents(depositAmount),
+			balanceAmountCents: toCents(balanceAmount),
 			baseAmountCents: toCents(baseAmount),
 			reportingCurrency: await this.conversion.reportingCurrency(),
 			fxRate: fxRate?.toNumber() ?? null,
 			fxRateAt: fxRateAt?.toISOString() ?? null,
+			quoteSentAt: dateIso(quoteSentAt),
+			invoiceRequestedAt: dateIso(invoiceRequestedAt),
+			invoiceSentAt: dateIso(invoiceSentAt),
+			depositPaidAt: dateIso(depositPaidAt),
+			fullyPaidAt: dateIso(fullyPaidAt),
+			calendarAddedAt: dateIso(calendarAddedAt),
 			stageChangedAt: deal.stageChangedAt.toISOString(),
 			expectedCloseDate: deal.expectedCloseDate?.toISOString() ?? null,
 			closedAt: deal.closedAt?.toISOString() ?? null,
@@ -330,6 +359,46 @@ export class DealsService {
 		if (input.expectedCloseDate !== undefined) {
 			data.expectedCloseDate = parseDate(input.expectedCloseDate);
 		}
+		if (input.quoteStatus !== undefined) data.quoteStatus = input.quoteStatus;
+		if (input.invoiceStatus !== undefined) {
+			data.invoiceStatus = input.invoiceStatus;
+		}
+		if (input.paymentStatus !== undefined) {
+			data.paymentStatus = input.paymentStatus;
+		}
+		if (input.calendarStatus !== undefined) {
+			data.calendarStatus = input.calendarStatus;
+		}
+		if (input.googleCalendarEventId !== undefined) {
+			data.googleCalendarEventId =
+				input.googleCalendarEventId === null
+					? null
+					: blankToNull(input.googleCalendarEventId);
+		}
+		if (input.quoteSentAt !== undefined) {
+			data.quoteSentAt = parseDate(input.quoteSentAt);
+		}
+		if (input.invoiceRequestedAt !== undefined) {
+			data.invoiceRequestedAt = parseDate(input.invoiceRequestedAt);
+		}
+		if (input.invoiceSentAt !== undefined) {
+			data.invoiceSentAt = parseDate(input.invoiceSentAt);
+		}
+		if (input.depositPaidAt !== undefined) {
+			data.depositPaidAt = parseDate(input.depositPaidAt);
+		}
+		if (input.fullyPaidAt !== undefined) {
+			data.fullyPaidAt = parseDate(input.fullyPaidAt);
+		}
+		if (input.calendarAddedAt !== undefined) {
+			data.calendarAddedAt = parseDate(input.calendarAddedAt);
+		}
+		if (input.depositAmountCents !== undefined) {
+			data.depositAmount = fromCents(input.depositAmountCents);
+		}
+		if (input.balanceAmountCents !== undefined) {
+			data.balanceAmount = fromCents(input.balanceAmountCents);
+		}
 
 		if (input.amountCents !== undefined || input.currency !== undefined) {
 			const current = await this.db.deal.findUnique({
@@ -889,3 +958,7 @@ function parseDate(value: string | null | undefined): Date | null {
 	}
 	return date;
 }
+
+function dateIso(value: Date | null): string | null {
+	return value?.toISOString() ?? null;
+}

apps/api/test/deals-contracts.spec.ts

@@ -0,0 +1,44 @@
+import { describe, expect, it } from "bun:test";
+import { dealUpdateArgs } from "../src/deals/deals.contracts";
+
+describe("deal update contract", () => {
+	it("accepts operational booking fields on the existing update payload", () => {
+		const parsed = dealUpdateArgs.parse({
+			id: "deal_123",
+			data: {
+				quoteStatus: "SENT",
+				quoteSentAt: "2026-08-28T09:10:11.000Z",
+				invoiceStatus: "REQUESTED",
+				invoiceRequestedAt: "2026-08-28T09:20:00.000Z",
+				paymentStatus: "DEPOSIT_PAID",
+				depositAmountCents: 125_000,
+				calendarStatus: "ADDED",
+				calendarAddedAt: "2026-08-28T10:30:00.000Z",
+				googleCalendarEventId: "event-props-calendar-id",
+			},
+		});
+
+		expect(parsed.data).toMatchObject({
+			quoteStatus: "SENT",
+			invoiceStatus: "REQUESTED",
+			paymentStatus: "DEPOSIT_PAID",
+			calendarStatus: "ADDED",
+			depositAmountCents: 125_000,
+			googleCalendarEventId: "event-props-calendar-id",
+		});
+	});
+
+	it("rejects operational booking statuses outside the allowed values", () => {
+		const parsed = dealUpdateArgs.safeParse({
+			id: "deal_123",
+			data: {
+				quoteStatus: "APPROVED",
+				invoiceStatus: "PAID",
+				paymentStatus: "PARTIAL",
+				calendarStatus: "SKIPPED",
+			},
+		});
+
+		expect(parsed.success).toBe(false);
+	});
+});

apps/api/test/deals.spec.ts

@@ -0,0 +1,151 @@
+import { afterAll, beforeAll, describe, expect, it } from "bun:test";
+import { db } from "@crm/db";
+import type { AgentTriggerService } from "../src/agent/agent-trigger.service";
+import { ActivityStampService } from "../src/crm/activity-stamp.service";
+import { ConversionService } from "../src/currency/conversion.service";
+import { dealUpdateArgs } from "../src/deals/deals.contracts";
+import { DealsService } from "../src/deals/deals.service";
+import { FieldsService } from "../src/fields/fields.service";
+import { withDiscardedCrmEvents } from "./agent-trigger.stub";
+
+const suffix = process.env.TEST_RUN_ID ?? "deals-spec";
+const ownerId = `owner-${suffix}`;
+const domain = `deals-${suffix}.test`;
+
+const agent = {
+	withCrmEvents: withDiscardedCrmEvents,
+} as unknown as AgentTriggerService;
+
+const deals = new DealsService(
+	db,
+	agent,
+	new ActivityStampService(db),
+	new ConversionService(db),
+	new FieldsService(db, { fieldBackfill: async () => undefined } as never),
+);
+
+let companyId: string;
+let dealId: string;
+
+async function clean() {
+	await db.deal.deleteMany({ where: { company: { domain } } });
+	await db.company.deleteMany({ where: { domain } });
+	await db.user.deleteMany({ where: { id: ownerId } });
+}
+
+beforeAll(async () => {
+	await clean();
+
+	await db.user.create({
+		data: {
+			id: ownerId,
+			name: "Booking Rep",
+			email: `${ownerId}@example.test`,
+			emailVerified: true,
+		},
+	});
+
+	const company = await db.company.create({
+		data: { name: `Booking Co ${suffix}`, domain },
+		select: { id: true },
+	});
+	companyId = company.id;
+
+	const deal = await deals.create({
+		name: `Event booking ${suffix}`,
+		companyId,
+		ownerId,
+		amountCents: 250_000,
+		currency: "USD",
+	});
+	dealId = deal.id;
+});
+
+afterAll(clean);
+
+describe("deal booking status fields", () => {
+	it("starts existing deals on safe booking defaults", async () => {
+		const deal = await deals.byId(dealId);
+
+		expect(deal).toMatchObject({
+			quoteStatus: "NOT_READY",
+			invoiceStatus: "NOT_REQUESTED",
+			paymentStatus: "UNPAID",
+			calendarStatus: "NOT_ADDED",
+			googleCalendarEventId: null,
+			quoteSentAt: null,
+			invoiceRequestedAt: null,
+			invoiceSentAt: null,
+			depositPaidAt: null,
+			fullyPaidAt: null,
+			calendarAddedAt: null,
+			depositAmountCents: null,
+			balanceAmountCents: null,
+		});
+	});
+
+	it("updates booking fields through the existing deal update contract", async () => {
+		const quoteSentAt = "2026-08-28T09:10:11.000Z";
+		const invoiceRequestedAt = "2026-08-28T09:20:00.000Z";
+		const depositPaidAt = "2026-08-28T10:00:00.000Z";
+		const calendarAddedAt = "2026-08-28T10:30:00.000Z";
+
+		const input = dealUpdateArgs.parse({
+			id: dealId,
+			data: {
+				name: `Updated event booking ${suffix}`,
+				amountCents: 375_000,
+				currency: "USD",
+				quoteStatus: "SENT",
+				quoteSentAt,
+				invoiceStatus: "REQUESTED",
+				invoiceRequestedAt,
+				paymentStatus: "DEPOSIT_PAID",
+				depositPaidAt,
+				depositAmountCents: 125_000,
+				balanceAmountCents: 250_000,
+				calendarStatus: "ADDED",
+				calendarAddedAt,
+				googleCalendarEventId: "event-props-calendar-id",
+			},
+		});
+
+		await deals.update(input.id, input.data);
+
+		const deal = await deals.byId(dealId);
+
+		expect(deal).toMatchObject({
+			name: `Updated event booking ${suffix}`,
+			amountCents: 375_000,
+			currency: "USD",
+			quoteStatus: "SENT",
+			quoteSentAt,
+			invoiceStatus: "REQUESTED",
+			invoiceRequestedAt,
+			paymentStatus: "DEPOSIT_PAID",
+			depositPaidAt,
+			depositAmountCents: 125_000,
+			balanceAmountCents: 250_000,
+			calendarStatus: "ADDED",
+			calendarAddedAt,
+			googleCalendarEventId: "event-props-calendar-id",
+		});
+	});
+
+	it("lets calendar failure change independently from booked stage", async () => {
+		await deals.setStage({ id: dealId, stage: "CLOSED_WON" }, ownerId);
+
+		await deals.update(dealId, {
+			calendarStatus: "FAILED",
+			calendarAddedAt: null,
+			googleCalendarEventId: null,
+		});
+
+		const deal = await deals.byId(dealId);
+
+		expect(deal.stage).toBe("CLOSED_WON");
+		expect(deal.calendarStatus).toBe("FAILED");
+		expect(deal.calendarAddedAt).toBeNull();
+		expect(deal.googleCalendarEventId).toBeNull();
+	});
+});