@bisondesk/core-sdk 1.0.651 → 1.0.653

package/src/types/templates.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"templates.js","sourceRoot":"","sources":["templates.ts"],"names":[],"mappings":""}

package/src/types/templates.ts

@@ -1,3 +1,5 @@
+import type { EmailContent, EmailRequest } from '@bisondesk/commons-sdk/messages';
+
 export type TemplateContent = {
   subject: string;
   content: {
@@ -35,3 +37,28 @@ export type UpdateTemplateInfoRequest = {
   name: string;
   tags?: any;
 };
+
+export type CodeEmailTemplateInfo = Pick<TemplateInfo, 'id' | 'name' | 'countries'> & {
+  format: 'react-email';
+};
+
+export type TemplateCatalogueEntry = (TemplateInfo & { format: 'html' }) | CodeEmailTemplateInfo;
+
+export type TemplateEmailRequest<T extends Record<string, unknown> = Record<string, unknown>> =
+  Omit<EmailRequest, 'subject' | 'body'> & {
+    templateId: string;
+    country: string;
+    fallbackCountry?: string;
+    data: T;
+    subject?: string;
+  };
+
+export type EmailTemplatePreviewRequest = {
+  data?: Record<string, unknown>;
+  subject?: string;
+};
+
+export type EmailTemplatePreview = {
+  content: EmailContent;
+  data: Record<string, unknown>;
+};

package/src/types/tenants.js

@@ -0,0 +1,21 @@
+export var TenantModule;
+(function (TenantModule) {
+    TenantModule["Administration"] = "administration";
+    TenantModule["App"] = "app";
+    TenantModule["CRM"] = "crm";
+    TenantModule["Docs"] = "docs";
+    TenantModule["Leads"] = "leads";
+    TenantModule["Leasing"] = "leasing";
+    TenantModule["Marketing"] = "marketing";
+    TenantModule["Insights"] = "insights";
+    TenantModule["Opportunities"] = "opportunities";
+    TenantModule["Offers"] = "offers";
+    TenantModule["VehiclesMasterData"] = "vehicles_master_data";
+    TenantModule["Vehicles"] = "vehicles";
+    TenantModule["Tasks"] = "tasks";
+    TenantModule["TrackAndTrace"] = "track_and_trace";
+    TenantModule["Bootstrap"] = "bootstrap";
+    TenantModule["WhatsappNotifications"] = "whatsapp_notifications";
+    TenantModule["Hexon"] = "hexon";
+})(TenantModule || (TenantModule = {}));
+//# sourceMappingURL=tenants.js.map

package/src/types/tenants.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"tenants.js","sourceRoot":"","sources":["tenants.ts"],"names":[],"mappings":"AAgBA,MAAM,CAAN,IAAY,YAkBX;AAlBD,WAAY,YAAY;IACtB,iDAAiC,CAAA;IACjC,2BAAW,CAAA;IACX,2BAAW,CAAA;IACX,6BAAa,CAAA;IACb,+BAAe,CAAA;IACf,mCAAmB,CAAA;IACnB,uCAAuB,CAAA;IACvB,qCAAqB,CAAA;IACrB,+CAA+B,CAAA;IAC/B,iCAAiB,CAAA;IACjB,2DAA2C,CAAA;IAC3C,qCAAqB,CAAA;IACrB,+BAAe,CAAA;IACf,iDAAiC,CAAA;IACjC,uCAAuB,CAAA;IACvB,gEAAgD,CAAA;IAChD,+BAAe,CAAA;AACjB,CAAC,EAlBW,YAAY,KAAZ,YAAY,QAkBvB"}

package/src/types/tenants.ts

@@ -68,7 +68,7 @@ export enum TenantModule {
 }
 
 /** Report tabs a tenant can enable, in canonical order. */
-export const REPORT_TAB_KEYS = ['sales', 'leasing', 'purchases'] as const;
+export const REPORT_TAB_KEYS = ['sales', 'leasing', 'purchases', 'arrivals'] as const;
 
 export type ReportTabKey = (typeof REPORT_TAB_KEYS)[number];
 

package/src/types/transports.ts

@@ -1,22 +1,32 @@
 import { GPSCoord, NextList, PaginatedList } from '@bisondesk/commons-sdk/types';
 import { Organization } from './crm.js';
-import { BaseEvent } from './internal-events.js';
-import { Opportunity, OpportunityPaymentStatus } from './opportunities.js';
 import {
   AddressDeliveryType,
-  DeliveryTypes,
   PickUpDeliveryType,
   PortDeliverytype,
-} from './quotes.js';
+  PurchaseDeliveryType,
+  SalesDeliveryTypes,
+} from './deliveries.js';
+import { BaseEvent } from './internal-events.js';
+import { Opportunity, OpportunityPaymentStatus } from './opportunities.js';
 import { BaseSearchRequest, SortOrder } from './search.js';
 import { DataRecord, ReferenceData } from './utils.js';
 import { Vehicle, VehiclePurchase } from './vehicles.js';
 
 export enum TransportType {
   PurchasePickUp = 'PURCHASE_PICK_UP',
+  PurchaseDropOff = 'PURCHASE_DROP_OFF',
   SaleDelivery = 'SALE_DELIVERY',
 }
 
+/** Both inbound journeys, whoever drives them. Mirrors the purchase's own delivery type. */
+export type TransportPurchaseType = TransportType.PurchasePickUp | TransportType.PurchaseDropOff;
+
+export const TransportPurchaseTypes: TransportPurchaseType[] = [
+  TransportType.PurchasePickUp,
+  TransportType.PurchaseDropOff,
+];
+
 export enum TransportStatus {
   Todo = 'TODO',
   Planning = 'PLANNING',
@@ -50,13 +60,6 @@ export enum TransportPriority {
   Urgent = 'URGENT',
 }
 
-export const TransportSalesDeliveryType = {
-  Address: DeliveryTypes.ADDRESS,
-  Port: DeliveryTypes.PORT,
-  PortAndShip: DeliveryTypes.PORT_AND_SHIP,
-  PickUp: DeliveryTypes.PICK_UP,
-} as const;
-
 /**
  * The customer collects the vehicle. Nothing is driven anywhere, but the papers still have to be
  * arranged and paid for — transit plates, technical control, insurance — which is why it is a
@@ -67,11 +70,7 @@ export const TransportSalesDeliveryType = {
  */
 export type TransportPickUpDeliveryType = Omit<PickUpDeliveryType, 'dateOfPickUpByCustomer'>;
 
-export type TransportSalesDeliveryType = (
-  | PortDeliverytype
-  | AddressDeliveryType
-  | TransportPickUpDeliveryType
-) & {
+type TransportDeliveryExtras = {
   cleaningNeeded?: boolean;
   driver?: string;
   transportCompany?: string;
@@ -80,14 +79,22 @@ export type TransportSalesDeliveryType = (
   stackingVehicleCostPrice?: string; // overrides the stacking rate from the delivery settings
 };
 
-export type TransportPurchaseDeliveryType = AddressDeliveryType & {
-  cleaningNeeded?: boolean;
-  driver?: string;
-  transportCompany?: string;
-  date?: string; // Pick-up (purchase) | Delivery (OPP) (leaves parking)
-  adminCost?: string; // user-entered administrative cost summed into totalCostExclVat
-  stackingVehicleCostPrice?: string; // overrides the stacking rate from the delivery settings
-};
+export type TransportSalesDeliveryType = (
+  | PortDeliverytype
+  | AddressDeliveryType
+  | TransportPickUpDeliveryType
+) &
+  TransportDeliveryExtras;
+
+export type TransportPurchaseDeliveryType = PurchaseDeliveryType & TransportDeliveryExtras;
+
+/** @deprecated Use SalesDeliveryTypes from ./deliveries.js. */
+export const TransportSalesDeliveryType = {
+  Address: SalesDeliveryTypes.ADDRESS,
+  Port: SalesDeliveryTypes.PORT,
+  PortAndShip: SalesDeliveryTypes.PORT_AND_SHIP,
+  PickUp: SalesDeliveryTypes.PICK_UP,
+} as const;
 
 export type Transport = {
   id: string;
@@ -127,7 +134,7 @@ export type Transport = {
   updatedBy: string;
 } & (
   | {
-      type: TransportType.PurchasePickUp;
+      type: TransportPurchaseType;
       delivery: TransportPurchaseDeliveryType;
     }
   | {
@@ -172,6 +179,8 @@ export enum TransportActions {
  * server writes into the delivery it ends up with.
  */
 export type TransportUpdate = {
+  /** Changes the purchase method and the purchase agreement together. */
+  type?: TransportPurchaseType;
   delivery?: TransportSalesDeliveryType | TransportPurchaseDeliveryType;
   notes?: string | null;
   adminApproved?: boolean;
@@ -204,6 +213,7 @@ export type TransportUpdateEvent = BaseTransportEvent & {
 export type TransportEvent = BaseEvent & (TransportCreateEvent | TransportUpdateEvent);
 
 export enum TransportPaymentStatus {
+  PaymentNotNeeded = 'payment_not_needed',
   NoPayment = 'no_payment',
   PartialPaymentReceived = 'partial_payment_received',
   FullPaymentReceived = 'full_payment_received',

package/src/types/user-performance.js

@@ -0,0 +1,7 @@
+export var CommissionGrade;
+(function (CommissionGrade) {
+    CommissionGrade["TooLow"] = "tooLow";
+    CommissionGrade["Low"] = "low";
+    CommissionGrade["OnTarget"] = "onTarget";
+})(CommissionGrade || (CommissionGrade = {}));
+//# sourceMappingURL=user-performance.js.map

package/src/types/user-performance.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"user-performance.js","sourceRoot":"","sources":["user-performance.ts"],"names":[],"mappings":"AAsCA,MAAM,CAAN,IAAY,eAIX;AAJD,WAAY,eAAe;IACzB,oCAAiB,CAAA;IACjB,8BAAW,CAAA;IACX,wCAAqB,CAAA;AACvB,CAAC,EAJW,eAAe,KAAf,eAAe,QAI1B"}

package/src/types/utils.js

@@ -0,0 +1,2 @@
+export * from '@bisondesk/commons-sdk/utils';
+//# sourceMappingURL=utils.js.map

package/src/types/validation.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=validation.js.map

package/src/types/validation.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"validation.js","sourceRoot":"","sources":["validation.ts"],"names":[],"mappings":""}

package/src/types/vehicle-sales.js

@@ -0,0 +1,6 @@
+export var VehicleSaleInfoActions;
+(function (VehicleSaleInfoActions) {
+    VehicleSaleInfoActions["VIEW_COSTS"] = "canSeeCosts";
+    VehicleSaleInfoActions["VIEW_CUSTOMER"] = "canSeeCustomer";
+})(VehicleSaleInfoActions || (VehicleSaleInfoActions = {}));
+//# sourceMappingURL=vehicle-sales.js.map

package/src/types/vehicle-sales.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"vehicle-sales.js","sourceRoot":"","sources":["vehicle-sales.ts"],"names":[],"mappings":"AAOA,MAAM,CAAN,IAAY,sBAGX;AAHD,WAAY,sBAAsB;IAChC,oDAA0B,CAAA;IAC1B,0DAAgC,CAAA;AAClC,CAAC,EAHW,sBAAsB,KAAtB,sBAAsB,QAGjC"}

package/src/types/vehicle-sales.ts

@@ -1,8 +1,9 @@
 import { LocationValue } from '@bisondesk/commons-sdk/locations';
 import { Organization } from './crm.js';
+import { SalesDeliveryType } from './deliveries.js';
 import { BaseEvent } from './internal-events.js';
 import { Opportunity, VehicleSaleDealStatus, VehicleSaleLogisticsStatus } from './opportunities.js';
-import { DeliveryTypes, Quote } from './quotes.js';
+import { Quote } from './quotes.js';
 import { DataRecord } from './utils.js';
 
 export enum VehicleSaleInfoActions {
@@ -31,7 +32,7 @@ export type VehicleSaleInfoBff = {
   client?: Organization;
   delivery?: {
     address?: LocationValue;
-    type: DeliveryTypes;
+    type: SalesDeliveryType['type'];
   };
 };
 

package/src/types/vehicles.js

@@ -0,0 +1,98 @@
+export var VehicleRoles;
+(function (VehicleRoles) {
+    VehicleRoles["SALE"] = "SALE";
+    VehicleRoles["OWN_USE"] = "OWN_USE";
+    VehicleRoles["RENTAL"] = "RENTAL";
+    VehicleRoles["BUILD"] = "BUILD";
+    VehicleRoles["UNKNOWN"] = "UNKNOWN";
+    VehicleRoles["BANK_FINANCE"] = "BANK_FINANCE";
+})(VehicleRoles || (VehicleRoles = {}));
+export var VehicleFuelType;
+(function (VehicleFuelType) {
+    VehicleFuelType["Petrol"] = "PETROL";
+    VehicleFuelType["Diesel"] = "DIESEL";
+    VehicleFuelType["LPG"] = "LPG";
+    VehicleFuelType["LPG_G3"] = "LPG_G3";
+    VehicleFuelType["Electric"] = "ELECTRIC";
+    VehicleFuelType["CNG"] = "CNG";
+    VehicleFuelType["Hydrogen"] = "HYDROGEN";
+    VehicleFuelType["BioEthanol"] = "BIO_ETHANOL";
+    VehicleFuelType["BioDiesel"] = "BIO_DIESEL";
+    VehicleFuelType["E85"] = "E85";
+    VehicleFuelType["HCNG"] = "HCNG";
+    VehicleFuelType["LPG_Petrol"] = "LPG_PETROL";
+    VehicleFuelType["LPG_Diesel"] = "LPG_DIESEL";
+    VehicleFuelType["LPG_G3_Petrol"] = "LPG_G3_PETROL";
+    VehicleFuelType["LPG_G3_Diesel"] = "LPG_G3_DIESEL";
+    VehicleFuelType["Electric_Diesel"] = "ELECTRIC_DIESEL";
+    VehicleFuelType["Electric_Petrol"] = "ELECTRIC_PETROL";
+    VehicleFuelType["Hybrid"] = "HYBRID";
+    VehicleFuelType["Other"] = "OTHER";
+})(VehicleFuelType || (VehicleFuelType = {}));
+export var VehicleTachoTypes;
+(function (VehicleTachoTypes) {
+    VehicleTachoTypes["Analog"] = "ANALOG";
+    VehicleTachoTypes["Digital"] = "DIGITAL";
+    VehicleTachoTypes["SmartTacho1"] = "SMART_TACHO_1";
+    VehicleTachoTypes["SmartTacho2"] = "SMART_TACHO_2";
+})(VehicleTachoTypes || (VehicleTachoTypes = {}));
+export var SearchVehicleSaleDealStatus;
+(function (SearchVehicleSaleDealStatus) {
+    SearchVehicleSaleDealStatus["NotSold"] = "NOT_SOLD";
+    SearchVehicleSaleDealStatus["Reserved"] = "RESERVED";
+    SearchVehicleSaleDealStatus["Sold"] = "SOLD";
+})(SearchVehicleSaleDealStatus || (SearchVehicleSaleDealStatus = {}));
+export var VehiclePurchaseDealStatus;
+(function (VehiclePurchaseDealStatus) {
+    VehiclePurchaseDealStatus["Marketing"] = "MARKETING";
+    VehiclePurchaseDealStatus["PurchaseEvaluation"] = "PURCHASE_EVALUATION";
+    VehiclePurchaseDealStatus["PurchaseAgreed"] = "PURCHASE_AGREED";
+    VehiclePurchaseDealStatus["FirstPaymentAllowed"] = "FIRST_PAYMENT_ALLOWED";
+    VehiclePurchaseDealStatus["FirstPaymentSent"] = "FIRST_PAYMENT_SENT";
+    VehiclePurchaseDealStatus["FullPaymentAllowed"] = "FULL_PAYMENT_ALLOWED";
+    VehiclePurchaseDealStatus["FullPaymentSent"] = "FULL_PAYMENT_SENT";
+})(VehiclePurchaseDealStatus || (VehiclePurchaseDealStatus = {}));
+export var VehiclePurchaseLogisticsStatus;
+(function (VehiclePurchaseLogisticsStatus) {
+    VehiclePurchaseLogisticsStatus["AtOrigin"] = "AT_ORIGIN";
+    VehiclePurchaseLogisticsStatus["Arrived"] = "ARRIVED";
+    VehiclePurchaseLogisticsStatus["CheckedIn"] = "CHECKED_IN";
+})(VehiclePurchaseLogisticsStatus || (VehiclePurchaseLogisticsStatus = {}));
+export var VehiclePurchaseDeliveryType;
+(function (VehiclePurchaseDeliveryType) {
+    VehiclePurchaseDeliveryType["PickUp"] = "PICK_UP";
+    VehiclePurchaseDeliveryType["DropOff"] = "DROP_OFF";
+})(VehiclePurchaseDeliveryType || (VehiclePurchaseDeliveryType = {}));
+export var VehicleActions;
+(function (VehicleActions) {
+    VehicleActions["EditAdminDocs"] = "edit_admin_docs";
+    VehicleActions["EditEngineeringDocs"] = "edit_engineering_docs";
+    VehicleActions["EditMarketing"] = "edit_marketing";
+    VehicleActions["EditMedia"] = "edit_media";
+    VehicleActions["EditPictures"] = "edit_pictures";
+    VehicleActions["EditPrices"] = "edit_prices";
+    VehicleActions["EditPurchaseDeal"] = "edit_purchase_deal";
+    VehicleActions["EditPurchaseLogistics"] = "edit_purchase_logistics";
+    VehicleActions["EditSpecs"] = "edit_specs";
+    VehicleActions["EditVideos"] = "edit_videos";
+    VehicleActions["ViewLeads"] = "view_leads";
+    VehicleActions["ViewSimilarOnline"] = "view_similar_online";
+    VehicleActions["ViewPurchase"] = "view_purchase";
+    VehicleActions["ViewPriceHistory"] = "view_price_history";
+    VehicleActions["DeleteVehicle"] = "delete_vehicle";
+})(VehicleActions || (VehicleActions = {}));
+export var PurchaseActions;
+(function (PurchaseActions) {
+    PurchaseActions["ViewDeal"] = "view_deal";
+    PurchaseActions["ViewSupplierOrganization"] = "view_supplier_organization";
+    PurchaseActions["ViewContact"] = "view_contact";
+    PurchaseActions["ViewLegalAddress"] = "view_legal_address";
+    PurchaseActions["ViewPickupAddress"] = "view_pickup_address";
+    PurchaseActions["ViewEstimatedCosts"] = "view_estimated_costs";
+    PurchaseActions["ViewFinanceDocuments"] = "view_finance_documents";
+    PurchaseActions["AddPayment"] = "add_payment";
+    PurchaseActions["EditPayment"] = "edit_payment";
+    PurchaseActions["MarkPaymentDone"] = "mark_payment_done";
+    PurchaseActions["AddRemarks"] = "add_remarks";
+})(PurchaseActions || (PurchaseActions = {}));
+//# sourceMappingURL=vehicles.js.map

package/src/types/vehicles.js.map

@@ -0,0 +1 @@
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package/src/utils/deliveries.test.ts

@@ -0,0 +1,50 @@
+import { DeliveryTypes } from '@bisondesk/core-sdk/types/quotes';
+import { expectTypeOf } from 'vitest';
+import {
+  AddressDeliveryType,
+  DropOffDeliveryType,
+  PickUpDeliveryType,
+  PurchaseDeliveryType,
+  PurchaseDeliveryTypes,
+  SalesDeliveryType,
+  SalesDeliveryTypes,
+} from '../types/deliveries.js';
+import { isAddressDelivery } from './deliveries.js';
+
+test('purchase and sales contracts keep supplier drop-off and customer pick-up separate', () => {
+  expectTypeOf<DropOffDeliveryType>().not.toMatchTypeOf<SalesDeliveryType>();
+  expectTypeOf<PickUpDeliveryType>().not.toMatchTypeOf<PurchaseDeliveryType>();
+  expectTypeOf<AddressDeliveryType>().toMatchTypeOf<PurchaseDeliveryType>();
+  expectTypeOf<
+    AddressDeliveryType<PurchaseDeliveryTypes.ADDRESS>
+  >().toMatchTypeOf<PurchaseDeliveryType>();
+});
+
+test('the previous quote export keeps its four sales methods', () => {
+  expect(DeliveryTypes).toEqual(SalesDeliveryTypes);
+  expect(Object.values(DeliveryTypes)).toEqual(['park', 'address', 'port', 'portAndShip']);
+});
+
+test.each([
+  SalesDeliveryTypes.ADDRESS,
+  PurchaseDeliveryTypes.ADDRESS,
+] as const)('reads the address fields for %s', (type) => {
+  const delivery: AddressDeliveryType<SalesDeliveryTypes.ADDRESS | PurchaseDeliveryTypes.ADDRESS> =
+    {
+      type,
+      address: { country: 'be', city: 'Gent' },
+      distanceKm: '100',
+      agreedPrice: '0',
+      technicalControlNeeded: false,
+    };
+  expect(isAddressDelivery(delivery)).toBe(true);
+});
+
+test('a supplier drop-off has no collection address', () => {
+  expect(
+    isAddressDelivery({
+      type: PurchaseDeliveryTypes.DROP_OFF,
+      agreedPrice: '0',
+    }),
+  ).toBe(false);
+});

package/src/utils/deliveries.ts

@@ -0,0 +1,13 @@
+import {
+  AddressDeliveryType,
+  PurchaseDeliveryType,
+  PurchaseDeliveryTypes,
+  SalesDeliveryType,
+  SalesDeliveryTypes,
+} from '../types/deliveries.js';
+
+/** Purchase collection and sales delivery share the same stored address fields. */
+export const isAddressDelivery = (
+  delivery?: PurchaseDeliveryType | SalesDeliveryType,
+): delivery is AddressDeliveryType<PurchaseDeliveryTypes.ADDRESS | SalesDeliveryTypes.ADDRESS> =>
+  delivery?.type === PurchaseDeliveryTypes.ADDRESS || delivery?.type === SalesDeliveryTypes.ADDRESS;

package/src/utils/leasing.js

@@ -0,0 +1,6 @@
+import { UTCDate } from '@date-fns/utc';
+import { format } from 'date-fns';
+import { last, map, sortBy, uniqBy } from 'lodash-es';
+export const sortContractClients = (clients) => sortBy(map(uniqBy(clients, (c) => c.takeoverId), (c) => ({ ...c, since: format(new UTCDate(c.since), 'yyyy-MM-dd') })), (cli) => cli.since, (cli) => (cli.takeoverId ? parseInt(cli.takeoverId.replace(/[^0-9]/g, '')) : 0));
+export const getDealRef = ({ conditions, opportunities, }) => last(conditions) ?? last(opportunities);
+//# sourceMappingURL=leasing.js.map

package/src/utils/leasing.js.map

@@ -0,0 +1 @@
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package/src/utils/leasing.test.ts

@@ -0,0 +1,79 @@
+import { ConditionsRef, OpportunityRef } from '../types/leasing.js';
+import { getDealRefAsOf } from './leasing.js';
+
+const makeOpportunityRef = (overrides: Partial<OpportunityRef> = {}): OpportunityRef => ({
+  id: 'opp',
+  createdAt: '2025-01-01',
+  quoteId: 'q',
+  depositAmount: '0',
+  durationInMonths: 24,
+  saleAmount: '0',
+  interestRate: '0',
+  residualAmount: '0',
+  leasingMonthlyAmount: '0',
+  otherMonthlyAmounts: '0',
+  totalMonthlyAmount: '0',
+  ...overrides,
+});
+
+const makeConditionsRef = (overrides: Partial<ConditionsRef> = {}): ConditionsRef => ({
+  id: 'cond',
+  validSince: '2025-01-01',
+  depositAmount: '0',
+  durationInMonths: 24,
+  saleAmount: '0',
+  interestRate: '0',
+  residualAmount: '0',
+  leasingMonthlyAmount: '0',
+  otherMonthlyAmounts: '0',
+  totalMonthlyAmount: '0',
+  ...overrides,
+});
+
+describe('getDealRefAsOf', () => {
+  test('picks the opportunity snapshot in force when the invoice was issued (the failing case)', () => {
+    const original = makeOpportunityRef({
+      id: 'original',
+      createdAt: '2025-06-19T09:20:28.019Z',
+      insuranceAmount: '196',
+      otherMonthlyAmounts: '213',
+      totalMonthlyAmount: '1423',
+    });
+    const renegotiated = makeOpportunityRef({
+      id: 'renegotiated',
+      createdAt: '2026-01-01',
+      insuranceAmount: '211.65',
+      otherMonthlyAmounts: '228.65',
+      totalMonthlyAmount: '1438.65',
+    });
+    const contract = { conditions: undefined, opportunities: [original, renegotiated] };
+
+    expect(getDealRefAsOf(contract, '2025-11-01').id).toBe('original');
+    expect(getDealRefAsOf(contract, '2026-02-01').id).toBe('renegotiated');
+  });
+
+  test('picks the conditions snapshot in force by validSince', () => {
+    const first = makeConditionsRef({ id: 'first', validSince: '2024-01-01' });
+    const second = makeConditionsRef({ id: 'second', validSince: '2025-01-01' });
+    const contract = { conditions: [first, second], opportunities: undefined };
+
+    expect(getDealRefAsOf(contract, '2024-06-01').id).toBe('first');
+    expect(getDealRefAsOf(contract, '2025-06-01').id).toBe('second');
+  });
+
+  test('is inclusive of a snapshot effective on the same day as the invoice', () => {
+    const before = makeConditionsRef({ id: 'before', validSince: '2024-01-01' });
+    const sameDay = makeConditionsRef({ id: 'sameDay', validSince: '2025-05-10' });
+    const contract = { conditions: [before, sameDay], opportunities: undefined };
+
+    expect(getDealRefAsOf(contract, '2025-05-10').id).toBe('sameDay');
+  });
+
+  test('falls back to the earliest snapshot when the date predates all of them', () => {
+    const first = makeConditionsRef({ id: 'first', validSince: '2025-01-01' });
+    const second = makeConditionsRef({ id: 'second', validSince: '2026-01-01' });
+    const contract = { conditions: [first, second], opportunities: undefined };
+
+    expect(getDealRefAsOf(contract, '2024-01-01').id).toBe('first');
+  });
+});

package/src/utils/leasing.ts

@@ -1,7 +1,7 @@
 import { UTCDate } from '@date-fns/utc';
 import { format } from 'date-fns';
 import { Decimal } from 'decimal.js';
-import { last, map, sortBy, uniqBy } from 'lodash-es';
+import { first, last, map, sortBy, uniqBy } from 'lodash-es';
 import {
   ConditionsRef,
   LeasingContract,
@@ -30,6 +30,27 @@ export const getDealRef = ({
 }: Pick<LeasingContract, 'conditions' | 'opportunities'>): ConditionsRef | OpportunityRef =>
   last(conditions) ?? last(opportunities)!;
 
+const refEffectiveFrom = (ref: ConditionsRef | OpportunityRef): string =>
+  'validSince' in ref ? ref.validSince : ref.createdAt;
+
+/**
+ * Picks the conditions snapshot that was in force on a given date, rather than the latest one.
+ *
+ * A contract keeps its conditions/opportunities snapshots oldest first, each with an effective
+ * date. This returns the most recent snapshot effective on or before `asOfDate` — the terms a
+ * document issued on that date was billed under. Dates are compared by day, so the mix of
+ * date-only `validSince` and datetime `createdAt` strings behaves consistently. When `asOfDate`
+ * predates every snapshot, it falls back to the earliest one.
+ */
+export const getDealRefAsOf = (
+  { conditions, opportunities }: Pick<LeasingContract, 'conditions' | 'opportunities'>,
+  asOfDate: string,
+): ConditionsRef | OpportunityRef => {
+  const refs: (ConditionsRef | OpportunityRef)[] = conditions ?? opportunities ?? [];
+  const inForce = refs.filter((ref) => refEffectiveFrom(ref).slice(0, 10) <= asOfDate.slice(0, 10));
+  return last(inForce) ?? first(refs) ?? last(refs)!;
+};
+
 export const getItemClientPercentage = (value: LeasingItemsPaymentSplit): Decimal => {
   switch (value) {
     case LeasingItemsPaymentSplit.Company:

package/src/utils/opportunities.js

@@ -0,0 +1,48 @@
+import { OpportunityStatus, OpportunityStatusOrder } from '../types/opportunities.js';
+const compareOpportunityStatus = (input) => {
+    const { currentStatus, referenceStatus } = input;
+    const currentStatusIdx = OpportunityStatusOrder.indexOf(currentStatus);
+    const referenceStatusIdx = OpportunityStatusOrder.indexOf(referenceStatus);
+    return {
+        currentStatusIdx,
+        referenceStatusIdx,
+    };
+};
+export const getPreviousStatus = (currentStatus) => {
+    const currentIndex = OpportunityStatusOrder.indexOf(currentStatus);
+    if (currentIndex === 0) {
+        return;
+    }
+    return OpportunityStatusOrder[currentIndex - 1];
+};
+export const getNextStatus = (status) => {
+    const statusIndex = OpportunityStatusOrder.indexOf(status);
+    if (statusIndex >= OpportunityStatusOrder.length - 1) {
+        return;
+    }
+    return OpportunityStatusOrder[statusIndex + 1];
+};
+export const isSameOrAfterReferenceOpportunityStatus = (input) => {
+    const { currentStatusIdx, referenceStatusIdx } = compareOpportunityStatus(input);
+    return currentStatusIdx >= referenceStatusIdx;
+};
+export const isAfterReferenceOpportunityStatus = (input) => {
+    const { currentStatusIdx, referenceStatusIdx } = compareOpportunityStatus(input);
+    return currentStatusIdx > referenceStatusIdx;
+};
+export const isSameOrBeforeReferenceOpportunityStatus = (input) => {
+    const { currentStatusIdx, referenceStatusIdx } = compareOpportunityStatus(input);
+    return currentStatusIdx <= referenceStatusIdx;
+};
+export const isBeforeReferenceOpportunityStatus = (input) => {
+    const { currentStatusIdx, referenceStatusIdx } = compareOpportunityStatus(input);
+    return currentStatusIdx < referenceStatusIdx;
+};
+export const isOpportunityLost = (input) => input.lostAt != null;
+export const getOpportunityReservedStatus = () => [
+    OpportunityStatus.REVIEW,
+    OpportunityStatus.PREPARATION,
+    OpportunityStatus.DELIVERY,
+];
+export const isOpportunityReserved = (input) => getOpportunityReservedStatus().includes(input.status);
+//# sourceMappingURL=opportunities.js.map

package/src/utils/opportunities.js.map

@@ -0,0 +1 @@
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package/src/utils/reports-arrivals.ts

@@ -0,0 +1,19 @@
+import { ExpectedArrivalRow } from '../types/reports-arrivals.js';
+import { TransportType } from '../types/transports.js';
+
+/** Pick up and drop off come from the transport; direct-to-client deliveries stay separate. */
+export const getArrivalDeliveryType = (
+  row: ExpectedArrivalRow,
+): 'pickUp' | 'dropOff' | 'direct' | undefined => {
+  if (row.readyToDeliver) {
+    return 'direct';
+  }
+  switch (row.transport?.type) {
+    case TransportType.PurchasePickUp:
+      return 'pickUp';
+    case TransportType.PurchaseDropOff:
+      return 'dropOff';
+    default:
+      return undefined;
+  }
+};