task-g

src/app/dashboard/crm/quotations/[id]/page.tsx

@@ -1,6 +1,7 @@
 import { auth } from '@/auth';
 import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
+import { quotationDocumentPreviewOptions } from '@/features/crm/quotations/document/queries';
 import {
   quotationAttachmentsOptions,
   quotationByIdOptions,
@@ -85,6 +86,11 @@ export default async function QuotationDetailRoute({ params }: PageProps) {
         session.user.activePermissions.includes(PERMISSIONS.crmApprovalReturn)));
   const isOrgAdmin =
     session?.user?.systemRole === 'super_admin' || session?.user?.activeMembershipRole === 'admin';
+  const canPreviewDocument =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmQuotationDocumentPreview)));
   const queryClient = getQueryClient();
 
   if (canRead) {
@@ -102,6 +108,9 @@ export default async function QuotationDetailRoute({ params }: PageProps) {
         limit: 20
       })
     );
+    if (canPreviewDocument) {
+      void queryClient.prefetchQuery(quotationDocumentPreviewOptions(id));
+    }
   }
 
   const referenceData =
@@ -139,6 +148,7 @@ export default async function QuotationDetailRoute({ params }: PageProps) {
             activeBusinessRole={session?.user?.activeBusinessRole ?? null}
             isOrgAdmin={isOrgAdmin}
             currentUserId={session?.user?.id ?? ''}
+            canPreviewDocument={canPreviewDocument}
           />
         </HydrationBoundary>
       ) : null}

src/app/dashboard/crm/settings/templates/page.tsx

@@ -1,19 +1,42 @@
+import { auth } from '@/auth';
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
-import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
+import { TemplateSettings } from '@/features/foundation/document-template/components/template-settings';
+import { documentTemplatesQueryOptions } from '@/features/foundation/document-template/queries';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { getQueryClient } from '@/lib/query-client';
+
+export default async function TemplatesRoute() {
+  const session = await auth();
+  const canRead =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmDocumentTemplateRead)));
+  const queryClient = getQueryClient();
+
+  if (canRead) {
+    void queryClient.prefetchQuery(
+      documentTemplatesQueryOptions({ documentType: 'quotation', fileType: 'pdfme' })
+    );
+  }
 
-export default function TemplatesRoute() {
   return (
     <PageContainer
       pageTitle='Quotation Templates'
-      pageDescription='Template management is not part of the production path yet and no longer depends on legacy demo services.'
+      pageDescription='Template metadata, versions, and mapping counts for production quotation documents.'
+      access={canRead}
+      accessFallback={
+        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
+          You do not have access to CRM document templates.
+        </div>
+      }
     >
-      <CrmProductionPlaceholder
-        title='Template management pending'
-        summary='The placeholder quotation template demo has been isolated away from the production CRM route tree.'
-        foundationItems={['Master options foundation', 'Sequence foundation', 'Audit foundation']}
-        nextStep='Introduce template persistence only when the production quotation/PDF flow is designed.'
-        demoHref='/dashboard/crm-demo/settings/templates'
-      />
+      {canRead ? (
+        <HydrationBoundary state={dehydrate(queryClient)}>
+          <TemplateSettings />
+        </HydrationBoundary>
+      ) : null}
     </PageContainer>
   );
 }