task-l.3

docs/implementation/task-l3-full-crm-scope-enforcement.md

@@ -0,0 +1,37 @@
+# Task L.3: Full CRM Scope Enforcement
+
+## Summary
+
+Task L.3 starts hardening CRM security around resolved CRM access instead of relying on route-level permissions or legacy role strings alone.
+
+## Implemented in this pass
+
+- Added centralized CRM security helpers in `src/features/crm/security/server/service.ts`
+- Added `canViewQuotationPricing()` guard for pricing-bearing quotation outputs
+- Applied pricing enforcement to:
+  - document data
+  - document preview
+  - PDF preview
+  - PDF download
+  - approved PDF
+  - approved quotation artifact download
+- Switched dashboard revenue visibility to pricing visibility instead of broad quotation-read semantics
+- Blocked revenue dashboard export when pricing visibility is missing
+- Updated quotation list/detail/create/update/delete routes to pass resolved CRM scope context
+- Added quotation service-side branch/product/own-scope enforcement
+- Updated approval step actor validation to use resolved CRM role unions
+- Added `crm_security_access` audit events for pricing-denied flows
+- Added security inventory and boundary documentation
+- Added `scripts/security/verify-crm-access.ts`
+
+## Remaining gaps
+
+- Customers and contacts still need full ownership-scope enforcement
+- Approval list/detail visibility is still broader than the final resolved-quotation scope
+- Team-scope semantics remain approximate until the domain has a first-class team/subordinate model
+- Runtime seeded scenario verification is still needed beyond the current static regression script
+
+## Verification
+
+- `npx tsc --noEmit`
+- `node --experimental-strip-types scripts/security/verify-crm-access.ts`

docs/implementation/technical-debt.md

@@ -398,3 +398,35 @@ Future:
 
 - decide which non-revenue widgets should fully honor project-party role filtering
 - add a unified filtered reporting projection if cross-widget party-role filtering becomes a hard requirement
+
+## After Task L.3
+
+### Customer and contact ownership enforcement
+
+Current:
+Customer/contact modules are still more organization-wide than quotation security and need the same resolved ownership model applied consistently.
+
+Future:
+
+- add resolved CRM access context to every customer/contact service path
+- enforce shared-contact visibility without falling back to blanket organization reads
+
+### Approval visibility scoping
+
+Current:
+Approval step handling now resolves multi-role actors correctly, but approval list/detail visibility is still broader than final quotation-scoped security.
+
+Future:
+
+- scope approval requests by accessible entity visibility, not organization membership alone
+- align dashboard approval widgets and approval detail pages with the same rule
+
+### Team-scope fidelity
+
+Current:
+Resolved CRM access supports `team`, but the domain still lacks a first-class subordinate/team graph for precise enforcement.
+
+Future:
+
+- define the canonical team relationship source
+- replace current coarse team handling with explicit team membership or manager hierarchy logic

docs/security/crm-access-enforcement-inventory.md

@@ -0,0 +1,41 @@
+# CRM Access Enforcement Inventory
+
+## Status Key
+
+- `Protected`: route already passes through resolved CRM access or explicit permission/scope enforcement
+- `Partially Protected`: route requires auth/permission but still has legacy or coarse organization-wide behavior
+- `Legacy Protected`: route depends on role string or legacy membership behavior instead of resolved union access
+- `Not Protected`: no meaningful CRM scope enforcement beyond organization lookup
+
+## Inventory
+
+| Area | Route / Module | Status | Notes |
+| --- | --- | --- | --- |
+| Customers | `/api/crm/customers` | `Partially Protected` | Permission-gated, but service is still mostly organization-wide and not yet ownership-scoped |
+| Contacts | `/api/crm/customers/[id]/contacts` | `Partially Protected` | Bound to customer org, but no dedicated resolved ownership/contact-sharing policy yet |
+| Leads / Enquiries | `/api/crm/enquiries` and child routes | `Partially Protected` | Uses branch/product/own-scope logic already, but still passes legacy `businessRole` fields through route/service seams |
+| Quotations | `/api/crm/quotations` and `[id]` | `Protected` | List/detail/create/update/delete now pass resolved CRM scope context and enforce branch/product/own visibility |
+| Quotation pricing surfaces | document data, preview, PDF preview/download, approved PDF | `Protected` | Pricing-bearing outputs now require pricing visibility and emit `crm_security_access` audit events when denied |
+| Document artifacts | `/api/crm/document-artifacts/[id]/download` | `Protected` | Approved quotation artifacts now require artifact permission plus pricing visibility guard |
+| Approvals | `/api/crm/approvals`, approve/reject/return | `Legacy Protected` | Permission-gated; step actor resolution now uses resolved CRM access union, but request listing is still organization-wide |
+| Dashboard | `/api/crm/dashboard` | `Protected` | Route uses resolved context; revenue widgets are hidden unless quotation pricing is visible |
+| Dashboard export | `/api/crm/dashboard/export` | `Protected` | Revenue export explicitly blocked without pricing visibility |
+| CRM settings: roles | `/api/crm/settings/roles*` | `Partially Protected` | Permission-gated, but inventory still needs full pass for every mutation route |
+| CRM settings: user assignments | `/api/crm/settings/user-role-assignments*` | `Protected` | Explicit permission-gated through CRM role-assignment permissions |
+| CRM settings: approval workflows | `/api/crm/settings/approval-workflows*` | `Partially Protected` | Permission-gated at route layer; deeper union-based workflow visibility still pending |
+| CRM settings: document templates / sequences | `/api/crm/settings/document-templates*`, `/document-sequences*` | `Partially Protected` | Permission-gated, but not yet audited against the full L.3 export/artifact matrix |
+| Master options | `/api/foundation/master-options` | `Partially Protected` | Admin-oriented and permission-gated, but outside resolved CRM scope model |
+
+## High-Risk Findings
+
+1. Customer/contact services still need full ownership-scope enforcement rather than organization-only reads.
+2. Approval request listing and detail visibility are still broader than the final resolved-ownership model.
+3. Enquiry services already enforce meaningful scope, but several route files still pass legacy role-shaped context instead of a dedicated security context object.
+4. Team-scope semantics are still coarse because the current model does not yet carry a first-class subordinate/team graph.
+
+## Follow-up Focus
+
+- Finish customer/contact ownership enforcement.
+- Convert approval list/detail visibility from organization scope to resolved quotation visibility.
+- Normalize remaining enquiry routes onto the same security-context builder used by quotations and dashboard.
+- Add runtime scenario tests once seeded multi-role fixtures are available.

docs/security/crm-authorization-boundaries.md

@@ -0,0 +1,84 @@
+# CRM Authorization Boundaries
+
+## Source of Truth
+
+Resolved CRM access is the source of truth for CRM authorization.
+
+The effective model is:
+
+1. Authenticated user
+2. Active organization membership
+3. CRM role assignments
+4. Resolved permission union
+5. Resolved branch scope
+6. Resolved product scope
+7. Resolved ownership scope
+8. Resolved approval authority
+
+`memberships.businessRole` remains a compatibility fallback only inside the resolver path.
+
+## Enforcement Layers
+
+### Route permission gates
+
+Every CRM route must first require organization access plus at least one explicit permission.
+
+### Service-level scope enforcement
+
+Sensitive list/detail/mutation services must additionally enforce:
+
+- branch scope
+- product scope
+- ownership visibility
+
+This is required because UI filtering is not a security boundary.
+
+### Pricing visibility
+
+Pricing-bearing outputs require quotation pricing visibility:
+
+- quotation PDF preview/download
+- approved PDF
+- document preview/data
+- revenue dashboard/export
+- approved artifact download
+
+Denied pricing access is logged as `crm_security_access` with action `pricing_hidden`.
+
+### Approval authority
+
+Approval step handling must use resolved CRM role unions instead of a single legacy business-role string.
+
+## Current Ownership Model
+
+- `own`: creator or assigned owner/salesman
+- `team`: currently treated as broader-than-own, but still requires future team graph formalization
+- `organization`: organization-wide inside active tenant
+- `monitor`: read-oriented role with limited commercial visibility
+
+## Artifact Boundary
+
+Artifact permission alone is not enough for approved quotation PDFs.
+
+The caller must satisfy:
+
+1. artifact download permission
+2. quotation pricing visibility when the artifact is an approved quotation PDF
+
+## Dashboard Boundary
+
+Dashboard access is split:
+
+- base dashboard visibility: `crm.dashboard.read`
+- revenue/commercial visibility: quotation pricing visibility
+- approval widgets: approval read permission
+- export visibility: same scope as dashboard, with extra revenue export restriction
+
+## Audit Events
+
+Security-sensitive denials are recorded under entity type `crm_security_access` with actions:
+
+- `access_denied`
+- `scope_violation`
+- `permission_violation`
+- `pricing_hidden`

package.json

@@ -22,6 +22,7 @@
     "seed:task-h1-fixture": "node scripts/seed-task-h1-fixture.js",
     "verify:task-h1": "node scripts/verify-task-h1.js",
     "verify:task-h3": "node --experimental-strip-types scripts/verify-task-h3.js",
+    "verify:crm-access": "node --experimental-strip-types scripts/security/verify-crm-access.ts",
     "audit:pdf:inventory": "node --experimental-strip-types scripts/audit-pdf-template-inventory.ts",
     "audit:pdf:coverage": "node --experimental-strip-types scripts/audit-pdf-mapping-coverage.ts",
     "audit:pdf:runtime": "node --experimental-strip-types scripts/audit-pdf-runtime-payload.ts",

plans/task-l.3.md

@@ -0,0 +1,663 @@
+# Task L.3: Full CRM Scope Enforcement & Security Validation
+
+## Objective
+
+Complete CRM authorization by enforcing resolved CRM access consistently across all CRM modules.
+
+After Task L.3:
+
+```txt
+Resolved CRM Access
+```
+
+becomes the single source of truth for:
+
+```txt
+Visibility
+Ownership
+Branch Scope
+Product Scope
+Approval Authority
+Pricing Visibility
+Dashboard Access
+Settings Access
+```
+
+No CRM module may rely solely on UI filtering or legacy membership role behavior.
+
+---
+
+# Background
+
+Completed:
+
+```txt
+Task L
+Task L.1
+Task L.2
+```
+
+Current state:
+
+```txt
+CRM Role Profiles
+CRM User Role Assignments
+Effective Access Resolver
+User Management Integration
+```
+
+Remaining risk:
+
+Some modules may still:
+
+```txt
+filter in UI only
+use organization visibility
+ignore branch scope
+ignore product scope
+ignore ownership scope
+```
+
+Task L.3 closes those gaps.
+
+---
+
+# Scope L3.1 Access Enforcement Inventory
+
+Create a complete inventory of CRM endpoints.
+
+Audit:
+
+```txt
+Customers
+Contacts
+Leads
+Enquiries
+Quotations
+Approvals
+Dashboard
+Document Artifacts
+CRM Settings
+```
+
+For each endpoint classify:
+
+```txt
+Protected
+Partially Protected
+Not Protected
+Legacy Protected
+```
+
+Output:
+
+```txt
+docs/security/crm-access-enforcement-inventory.md
+```
+
+---
+
+# Scope L3.2 Resolver Adoption Audit
+
+Verify every CRM route uses:
+
+```txt
+resolveCrmAccess()
+```
+
+or equivalent centralized helper.
+
+Remove direct dependency on:
+
+```txt
+membership.businessRole
+membership.role
+manual permission arrays
+```
+
+except compatibility fallback inside resolver.
+
+---
+
+# Scope L3.3 Customer Enforcement
+
+Apply:
+
+```txt
+Branch Scope
+Product Scope
+Ownership Scope
+```
+
+Rules:
+
+Sales:
+
+```txt
+own customers only
+```
+
+Manager:
+
+```txt
+team customers
+```
+
+Admin:
+
+```txt
+organization customers
+```
+
+CRM Admin:
+
+```txt
+all CRM customers
+```
+
+Server-side enforced.
+
+---
+
+# Scope L3.4 Contact Enforcement
+
+Apply same rules.
+
+Preserve:
+
+```txt
+Contact Sharing
+```
+
+Rules:
+
+Shared contacts remain visible.
+
+Ownership rules still respected.
+
+---
+
+# Scope L3.5 Lead Enforcement
+
+Apply:
+
+```txt
+Lead Scope
+```
+
+Marketing:
+
+```txt
+view monitoring surfaces
+assign leads
+view follow-ups
+```
+
+Sales:
+
+```txt
+assigned leads only
+```
+
+Manager:
+
+```txt
+team leads
+```
+
+Enforce:
+
+```txt
+branch scope
+product scope
+ownership
+```
+
+---
+
+# Scope L3.6 Enquiry Enforcement
+
+Apply:
+
+```txt
+lead -> enquiry pipeline rules
+```
+
+Sales:
+
+```txt
+assigned enquiries only
+```
+
+Manager:
+
+```txt
+team enquiries
+```
+
+Marketing:
+
+```txt
+monitor only
+```
+
+Must not edit sales-owned enquiries unless permission exists.
+
+---
+
+# Scope L3.7 Quotation Enforcement
+
+Highest priority.
+
+Rules:
+
+Sales:
+
+```txt
+own quotations
+```
+
+Manager:
+
+```txt
+team quotations
+```
+
+CRM Admin:
+
+```txt
+all quotations
+```
+
+Marketing:
+
+```txt
+cannot view pricing
+cannot edit quotations
+```
+
+Support:
+
+```txt
+can edit only if permission granted
+```
+
+---
+
+# Scope L3.8 Pricing Visibility Enforcement
+
+Add centralized helper:
+
+```txt
+canViewQuotationPricing()
+```
+
+Required for:
+
+```txt
+Quotation Detail
+Quotation List
+Dashboard Revenue
+Exports
+PDF Preview
+PDF Download
+Approved PDF
+```
+
+If denied:
+
+Hide:
+
+```txt
+subtotal
+discount
+tax
+total
+currency values
+```
+
+Server-side.
+
+Not UI-only.
+
+---
+
+# Scope L3.9 Approval Enforcement
+
+Verify:
+
+```txt
+approval authority
+```
+
+comes from:
+
+```txt
+resolved CRM access
+```
+
+not role string.
+
+Rules:
+
+Only users with matching authority level may:
+
+```txt
+approve
+reject
+request changes
+```
+
+---
+
+# Scope L3.10 Dashboard Enforcement
+
+Apply resolved scope to:
+
+```txt
+Lead KPI
+Enquiry KPI
+Revenue KPI
+Approval KPI
+Follow-up KPI
+Sales Ranking
+Exports
+```
+
+Rules:
+
+Revenue only visible with:
+
+```txt
+crm.quotation.price.read
+```
+
+Sales Ranking:
+
+```txt
+branch/product filtered
+```
+
+Exports:
+
+```txt
+same scope as dashboard
+```
+
+---
+
+# Scope L3.11 Report / Export Enforcement
+
+Audit:
+
+```txt
+CSV
+Excel
+Dashboard Export
+Revenue Export
+Sales Ranking Export
+```
+
+Rules:
+
+Export must never return records not visible in UI.
+
+Server-side filtering required.
+
+---
+
+# Scope L3.12 Document Artifact Enforcement
+
+Protect:
+
+```txt
+Approved PDF
+Artifacts
+Downloads
+```
+
+Rules:
+
+User may download only if:
+
+```txt
+can access quotation
+AND
+has artifact permission
+```
+
+No direct artifact bypass.
+
+---
+
+# Scope L3.13 CRM Settings Enforcement
+
+Protect:
+
+```txt
+Roles
+User Assignments
+Templates
+Approval Workflows
+Document Sequences
+Master Options
+```
+
+Permissions:
+
+```txt
+crm.role.*
+crm.role.assignment.*
+crm.document_template.*
+crm.approval.workflow.*
+crm.document_sequence.*
+crm.master_option.*
+```
+
+No implicit admin access.
+
+---
+
+# Scope L3.14 Security Regression Suite
+
+Add:
+
+```txt
+scripts/security/verify-crm-access.ts
+```
+
+Verify:
+
+### Marketing
+
+```txt
+cannot see quotation prices
+cannot export revenue
+cannot approve quotation
+```
+
+### Sales
+
+```txt
+cannot see other sales records
+```
+
+### Sales Manager
+
+```txt
+can see team records only
+```
+
+### CRM Admin
+
+```txt
+can manage settings
+```
+
+### Mixed Roles
+
+```txt
+permissions union correctly
+scope union correctly
+```
+
+---
+
+# Scope L3.15 Security Audit Logging
+
+Audit entity:
+
+```txt
+crm_security_access
+```
+
+Log:
+
+```txt
+access_denied
+scope_violation
+permission_violation
+pricing_hidden
+```
+
+Purpose:
+
+Security troubleshooting.
+
+---
+
+# Scope L3.16 Documentation
+
+Create:
+
+```txt
+docs/security/crm-authorization-boundaries.md
+docs/implementation/task-l3-full-crm-scope-enforcement.md
+```
+
+Document:
+
+```txt
+ownership model
+scope model
+pricing visibility model
+approval authority model
+dashboard visibility model
+artifact visibility model
+```
+
+---
+
+# Verification Matrix
+
+## Marketing
+
+Expected:
+
+```txt
+Lead Monitoring
+Follow-ups
+Assignments
+
+No Pricing
+No Revenue
+No Approval
+```
+
+---
+
+## Sales
+
+Expected:
+
+```txt
+Own Records
+Own Quotations
+Own Follow-ups
+```
+
+---
+
+## Sales Manager
+
+Expected:
+
+```txt
+Team Visibility
+Approval Access
+```
+
+---
+
+## CRM Admin
+
+Expected:
+
+```txt
+Settings
+Roles
+Templates
+Sequences
+```
+
+---
+
+## Sales + Manager
+
+Expected:
+
+```txt
+Union Permissions
+Union Scope
+```
+
+---
+
+## Marketing + Sales Support
+
+Expected:
+
+```txt
+Lead Access
+Quotation Support
+
+No Revenue
+```
+
+---
+
+# Deliverables
+
+1. Full CRM Scope Enforcement
+2. Pricing Visibility Layer
+3. Dashboard Security Layer
+4. Artifact Security Layer
+5. Approval Authority Enforcement
+6. Security Verification Suite
+7. Security Audit Logging
+8. Authorization Boundary Documentation
+
+---
+
+# Definition of Done
+
+Task L.3 is complete when:
+
+* all CRM routes use resolved CRM access
+* branch scope enforced
+* product scope enforced
+* ownership scope enforced
+* pricing visibility enforced
+* dashboard security enforced
+* artifact security enforced
+* approval authority enforced
+* exports respect visibility
+* regression suite passes
+* authorization boundaries documented
+
+Result:
+
+```txt
+Authorization Foundation = CLOSED
+CRM Security Boundary = PRODUCTION READY
+```

scripts/security/verify-crm-access.ts

@@ -0,0 +1,83 @@
+import { readFileSync } from 'node:fs';
+import { resolve } from 'node:path';
+
+type Check = {
+  name: string;
+  file: string;
+  patterns: string[];
+};
+
+const checks: Check[] = [
+  {
+    name: 'dashboard route uses CRM security context',
+    file: 'src/app/api/crm/dashboard/route.ts',
+    patterns: ['buildCrmSecurityContext', 'getCrmDashboardData(']
+  },
+  {
+    name: 'dashboard export blocks revenue export without pricing visibility',
+    file: 'src/app/api/crm/dashboard/export/route.ts',
+    patterns: ['canViewQuotationPricing', "section === 'revenue-analytics'"]
+  },
+  {
+    name: 'quotation list route passes resolved scope context',
+    file: 'src/app/api/crm/quotations/route.ts',
+    patterns: ['buildCrmSecurityContext', 'listQuotations(organization.id', 'accessContext']
+  },
+  {
+    name: 'quotation detail route passes resolved scope context',
+    file: 'src/app/api/crm/quotations/[id]/route.ts',
+    patterns: ['buildCrmSecurityContext', 'getQuotationDetail(id, organization.id, accessContext)']
+  },
+  {
+    name: 'quotation PDF preview is pricing-gated',
+    file: 'src/app/api/crm/quotations/[id]/pdf-preview/route.ts',
+    patterns: ['canViewQuotationPricing', "action: 'pricing_hidden'"]
+  },
+  {
+    name: 'quotation PDF download is pricing-gated',
+    file: 'src/app/api/crm/quotations/[id]/pdf-download/route.ts',
+    patterns: ['canViewQuotationPricing', "action: 'pricing_hidden'"]
+  },
+  {
+    name: 'approved PDF route is pricing-gated',
+    file: 'src/app/api/crm/quotations/[id]/approved-pdf/route.ts',
+    patterns: ['canViewQuotationPricing', "action: 'pricing_hidden'"]
+  },
+  {
+    name: 'artifact download route protects approved quotation artifacts',
+    file: 'src/app/api/crm/document-artifacts/[id]/download/route.ts',
+    patterns: ['getArtifact', "artifact.artifactType === 'approved_pdf'", 'canViewQuotationPricing']
+  },
+  {
+    name: 'approval step actor resolution uses resolved CRM access',
+    file: 'src/features/foundation/approval/server/service.ts',
+    patterns: ['resolveCrmMembershipAccess', 'resolvedAccess.businessRoles.includes(roleCode)']
+  },
+  {
+    name: 'quotation service applies scoped record access',
+    file: 'src/features/crm/quotations/server/service.ts',
+    patterns: ['canAccessScopedCrmRecord', 'buildQuotationAccessScopedFilters', 'Forbidden branch scope']
+  }
+];
+
+let hasFailure = false;
+
+for (const check of checks) {
+  const absolutePath = resolve(process.cwd(), check.file);
+  const content = readFileSync(absolutePath, 'utf8');
+  const missing = check.patterns.filter((pattern) => !content.includes(pattern));
+
+  if (missing.length > 0) {
+    hasFailure = true;
+    console.error(`FAIL ${check.name}`);
+    console.error(`  File: ${check.file}`);
+    console.error(`  Missing: ${missing.join(', ')}`);
+    continue;
+  }
+
+  console.info(`PASS ${check.name}`);
+}
+
+if (hasFailure) {
+  process.exit(1);
+}

src/app/api/crm/dashboard/export/route.ts

@@ -1,6 +1,11 @@
 import { NextRequest, NextResponse } from 'next/server';
 import { auditAction } from '@/features/foundation/audit-log/service';
 import { getCrmDashboardData } from '@/features/crm/dashboard/server/service';
+import {
+  auditCrmSecurityEvent,
+  buildCrmSecurityContext,
+  canViewQuotationPricing
+} from '@/features/crm/security/server/service';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
 
@@ -34,19 +39,27 @@ export async function GET(request: NextRequest) {
     const searchParams = request.nextUrl.searchParams;
     const section = searchParams.get('section') ?? 'sales-ranking';
     const format = searchParams.get('format') ?? 'csv';
-    const data = await getCrmDashboardData(
+    const securityContext = buildCrmSecurityContext({
-      {
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+
+    if (section === 'revenue-analytics' && !canViewQuotationPricing(securityContext)) {
+      await auditCrmSecurityEvent({
         organizationId: organization.id,
         userId: session.user.id,
-        membershipRole: membership.role,
+        action: 'permission_violation',
-        businessRole: membership.businessRole,
+        entityType: 'crm_dashboard_export',
-        permissions: membership.permissions,
+        entityId: section,
-        branchScopeIds: membership.branchScopeIds ?? [],
+        reason: 'Revenue export requires quotation pricing visibility',
-        productTypeScopeIds: membership.productTypeScopeIds ?? [],
+        metadata: { format }
-        ownershipScope: membership.ownershipScope ?? 'organization',
+      });
-        branchScopeMode: membership.branchScopeMode === 'assigned' ? 'assigned' : 'all',
+      return NextResponse.json({ message: 'Forbidden' }, { status: 403 });
-        productScopeMode: membership.productScopeMode === 'assigned' ? 'assigned' : 'all'
+    }
-      },
+
+    const data = await getCrmDashboardData(
+      securityContext,
       {
         dateFrom: searchParams.get('dateFrom'),
         dateTo: searchParams.get('dateTo'),

src/app/api/crm/dashboard/route.ts

@@ -1,5 +1,6 @@
 import { NextRequest, NextResponse } from 'next/server';
 import { getCrmDashboardData } from '@/features/crm/dashboard/server/service';
+import { buildCrmSecurityContext } from '@/features/crm/security/server/service';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
 
@@ -9,19 +10,13 @@ export async function GET(request: NextRequest) {
       permission: PERMISSIONS.crmDashboardRead
     });
     const searchParams = request.nextUrl.searchParams;
+    const securityContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
     const data = await getCrmDashboardData(
-      {
+      securityContext,
-        organizationId: organization.id,
-        userId: session.user.id,
-        membershipRole: membership.role,
-        businessRole: membership.businessRole,
-        permissions: membership.permissions,
-        branchScopeIds: membership.branchScopeIds ?? [],
-        productTypeScopeIds: membership.productTypeScopeIds ?? [],
-        ownershipScope: membership.ownershipScope ?? 'organization',
-        branchScopeMode: membership.branchScopeMode === 'assigned' ? 'assigned' : 'all',
-        productScopeMode: membership.productScopeMode === 'assigned' ? 'assigned' : 'all'
-      },
       {
         dateFrom: searchParams.get('dateFrom'),
         dateTo: searchParams.get('dateTo'),

src/app/api/crm/document-artifacts/[id]/download/route.ts

@@ -1,5 +1,13 @@
 import { NextRequest, NextResponse } from 'next/server';
-import { downloadArtifact } from '@/features/foundation/document-artifact/server/service';
+import {
+  downloadArtifact,
+  getArtifact
+} from '@/features/foundation/document-artifact/server/service';
+import {
+  auditCrmSecurityEvent,
+  buildCrmSecurityContext,
+  canViewQuotationPricing
+} from '@/features/crm/security/server/service';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
 
@@ -10,9 +18,33 @@ type Params = {
 export async function GET(_request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization, session } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmDocumentArtifactDownload
     });
+    const securityContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+    const artifact = await getArtifact(id, organization.id);
+
+    if (
+      artifact.entityType === 'quotation' &&
+      artifact.artifactType === 'approved_pdf' &&
+      !canViewQuotationPricing(securityContext)
+    ) {
+      await auditCrmSecurityEvent({
+        organizationId: organization.id,
+        userId: session.user.id,
+        action: 'pricing_hidden',
+        entityType: artifact.entityType,
+        entityId: artifact.entityId,
+        reason: 'Approved quotation artifact download requires pricing visibility',
+        metadata: { artifactId: artifact.id }
+      });
+      return NextResponse.json({ message: 'Forbidden' }, { status: 403 });
+    }
+
     const { object } = await downloadArtifact({
       artifactId: id,
       organizationId: organization.id,

src/app/api/crm/quotations/[id]/approved-pdf/route.ts

@@ -1,5 +1,10 @@
 import { NextRequest, NextResponse } from 'next/server';
 import { auditAction } from '@/features/foundation/audit-log/service';
+import {
+  auditCrmSecurityEvent,
+  buildCrmSecurityContext,
+  canViewQuotationPricing
+} from '@/features/crm/security/server/service';
 import {
   generateApprovedQuotationPdf,
   getStoredApprovedQuotationPdf
@@ -15,9 +20,27 @@ type Params = {
 export async function GET(_request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization, session } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationPdfDownload
     });
+    const securityContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+
+    if (!canViewQuotationPricing(securityContext)) {
+      await auditCrmSecurityEvent({
+        organizationId: organization.id,
+        userId: session.user.id,
+        action: 'pricing_hidden',
+        entityType: 'crm_quotation',
+        entityId: id,
+        reason: 'Approved quotation PDF download requires pricing visibility'
+      });
+      return NextResponse.json({ message: 'Forbidden' }, { status: 403 });
+    }
+
     const pdf = await getStoredApprovedQuotationPdf(id, organization.id, {
       userId: session.user.id,
       auditDownload: true
@@ -40,12 +63,30 @@ export async function GET(_request: NextRequest, { params }: Params) {
 export async function POST(_request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization, session } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationPdfGenerateApproved
     });
-    const before = await getQuotationDetail(id, organization.id);
+    const securityContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+
+    if (!canViewQuotationPricing(securityContext)) {
+      await auditCrmSecurityEvent({
+        organizationId: organization.id,
+        userId: session.user.id,
+        action: 'pricing_hidden',
+        entityType: 'crm_quotation',
+        entityId: id,
+        reason: 'Approved quotation PDF generation requires pricing visibility'
+      });
+      return NextResponse.json({ message: 'Forbidden' }, { status: 403 });
+    }
+
+    const before = await getQuotationDetail(id, organization.id, securityContext);
     const pdf = await generateApprovedQuotationPdf(id, organization.id, session.user.id);
-    const after = await getQuotationDetail(id, organization.id);
+    const after = await getQuotationDetail(id, organization.id, securityContext);
 
     await auditAction({
       organizationId: organization.id,

src/app/api/crm/quotations/[id]/document-data/route.ts

@@ -1,5 +1,10 @@
 import { NextRequest, NextResponse } from 'next/server';
 import { buildQuotationDocumentData } from '@/features/crm/quotations/document/server/service';
+import {
+  auditCrmSecurityEvent,
+  buildCrmSecurityContext,
+  canViewQuotationPricing
+} from '@/features/crm/security/server/service';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
 
@@ -10,9 +15,27 @@ type Params = {
 export async function GET(_request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationDocumentPreview
     });
+    const securityContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+
+    if (!canViewQuotationPricing(securityContext)) {
+      await auditCrmSecurityEvent({
+        organizationId: organization.id,
+        userId: session.user.id,
+        action: 'pricing_hidden',
+        entityType: 'crm_quotation',
+        entityId: id,
+        reason: 'Quotation document data requires pricing visibility'
+      });
+      return NextResponse.json({ message: 'Forbidden' }, { status: 403 });
+    }
+
     const documentData = await buildQuotationDocumentData(id, organization.id);
 
     return NextResponse.json({

src/app/api/crm/quotations/[id]/document-preview/route.ts

@@ -1,5 +1,10 @@
 import { NextRequest, NextResponse } from 'next/server';
 import { getQuotationDocumentPreviewData } from '@/features/crm/quotations/document/server/service';
+import {
+  auditCrmSecurityEvent,
+  buildCrmSecurityContext,
+  canViewQuotationPricing
+} from '@/features/crm/security/server/service';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
 
@@ -10,9 +15,27 @@ type Params = {
 export async function GET(_request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationDocumentPreview
     });
+    const securityContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+
+    if (!canViewQuotationPricing(securityContext)) {
+      await auditCrmSecurityEvent({
+        organizationId: organization.id,
+        userId: session.user.id,
+        action: 'pricing_hidden',
+        entityType: 'crm_quotation',
+        entityId: id,
+        reason: 'Quotation document preview requires pricing visibility'
+      });
+      return NextResponse.json({ message: 'Forbidden' }, { status: 403 });
+    }
+
     const preview = await getQuotationDocumentPreviewData(id, organization.id);
 
     return NextResponse.json({

src/app/api/crm/quotations/[id]/pdf-download/route.ts

@@ -1,5 +1,10 @@
 import { NextRequest, NextResponse } from 'next/server';
 import { generateQuotationPdf } from '@/features/foundation/pdf-generator/server/service';
+import {
+  auditCrmSecurityEvent,
+  buildCrmSecurityContext,
+  canViewQuotationPricing
+} from '@/features/crm/security/server/service';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
 
@@ -10,9 +15,27 @@ type Params = {
 export async function GET(_request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationPdfDownload
     });
+    const securityContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+
+    if (!canViewQuotationPricing(securityContext)) {
+      await auditCrmSecurityEvent({
+        organizationId: organization.id,
+        userId: session.user.id,
+        action: 'pricing_hidden',
+        entityType: 'crm_quotation',
+        entityId: id,
+        reason: 'Quotation PDF download requires pricing visibility'
+      });
+      return NextResponse.json({ message: 'Forbidden' }, { status: 403 });
+    }
+
     const pdf = await generateQuotationPdf(id, organization.id);
 
     return new NextResponse(pdf.buffer, {

src/app/api/crm/quotations/[id]/pdf-preview/route.ts

@@ -1,5 +1,10 @@
 import { NextRequest, NextResponse } from 'next/server';
 import { generateQuotationPreviewPdf } from '@/features/foundation/pdf-generator/server/service';
+import {
+  auditCrmSecurityEvent,
+  buildCrmSecurityContext,
+  canViewQuotationPricing
+} from '@/features/crm/security/server/service';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
 
@@ -10,9 +15,27 @@ type Params = {
 export async function GET(_request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationPdfPreview
     });
+    const securityContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+
+    if (!canViewQuotationPricing(securityContext)) {
+      await auditCrmSecurityEvent({
+        organizationId: organization.id,
+        userId: session.user.id,
+        action: 'pricing_hidden',
+        entityType: 'crm_quotation',
+        entityId: id,
+        reason: 'Quotation PDF preview requires pricing visibility'
+      });
+      return NextResponse.json({ message: 'Forbidden' }, { status: 403 });
+    }
+
     const pdf = await generateQuotationPreviewPdf(id, organization.id);
 
     return new NextResponse(pdf.buffer, {

src/app/api/crm/quotations/[id]/route.ts

@@ -1,6 +1,7 @@
 import { NextRequest, NextResponse } from 'next/server';
 import { z } from 'zod';
 import { auditDelete, auditUpdate } from '@/features/foundation/audit-log/service';
+import { buildCrmSecurityContext } from '@/features/crm/security/server/service';
 import {
   getQuotationActivity,
   getQuotationDetail,
@@ -18,11 +19,16 @@ type Params = {
 export async function GET(_request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationRead
     });
+    const accessContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
     const [quotation, activity] = await Promise.all([
-      getQuotationDetail(id, organization.id),
+      getQuotationDetail(id, organization.id, accessContext),
       getQuotationActivity(id, organization.id)
     ]);
 
@@ -49,12 +55,23 @@ export async function GET(_request: NextRequest, { params }: Params) {
 export async function PATCH(request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization, session } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationUpdate
     });
     const payload = quotationSchema.parse(await request.json());
-    const before = await getQuotationDetail(id, organization.id);
+    const accessContext = buildCrmSecurityContext({
-    const updated = await updateQuotation(id, organization.id, session.user.id, payload);
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+    const before = await getQuotationDetail(id, organization.id, accessContext);
+    const updated = await updateQuotation(
+      id,
+      organization.id,
+      session.user.id,
+      payload,
+      accessContext
+    );
 
     await auditUpdate({
       organizationId: organization.id,
@@ -94,11 +111,16 @@ export async function PATCH(request: NextRequest, { params }: Params) {
 export async function DELETE(_request: NextRequest, { params }: Params) {
   try {
     const { id } = await params;
-    const { organization, session } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationDelete
     });
-    const before = await getQuotationDetail(id, organization.id);
+    const accessContext = buildCrmSecurityContext({
-    const updated = await softDeleteQuotation(id, organization.id, session.user.id);
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+    const before = await getQuotationDetail(id, organization.id, accessContext);
+    const updated = await softDeleteQuotation(id, organization.id, session.user.id, accessContext);
 
     await auditDelete({
       organizationId: organization.id,

src/app/api/crm/quotations/route.ts

@@ -1,6 +1,7 @@
 import { NextRequest, NextResponse } from 'next/server';
 import { z } from 'zod';
 import { auditCreate } from '@/features/foundation/audit-log/service';
+import { buildCrmSecurityContext } from '@/features/crm/security/server/service';
 import { createQuotation, listQuotations } from '@/features/crm/quotations/server/service';
 import { quotationSchema } from '@/features/crm/quotations/schemas/quotation.schema';
 import { PERMISSIONS } from '@/lib/auth/rbac';
@@ -8,7 +9,7 @@ import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
 
 export async function GET(request: NextRequest) {
   try {
-    const { organization } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationRead
     });
     const { searchParams } = request.nextUrl;
@@ -22,6 +23,11 @@ export async function GET(request: NextRequest) {
     const enquiry = searchParams.get('enquiry') ?? undefined;
     const hot = searchParams.get('hot') ?? undefined;
     const sort = searchParams.get('sort') ?? undefined;
+    const accessContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
     const result = await listQuotations(organization.id, {
       page,
       limit,
@@ -33,7 +39,7 @@ export async function GET(request: NextRequest) {
       enquiry,
       hot,
       sort
-    });
+    }, accessContext);
     const offset = (page - 1) * limit;
 
     return NextResponse.json({
@@ -60,11 +66,16 @@ export async function GET(request: NextRequest) {
 
 export async function POST(request: NextRequest) {
   try {
-    const { organization, session } = await requireOrganizationAccess({
+    const { organization, session, membership } = await requireOrganizationAccess({
       permission: PERMISSIONS.crmQuotationCreate
     });
     const payload = quotationSchema.parse(await request.json());
-    const created = await createQuotation(organization.id, session.user.id, payload);
+    const accessContext = buildCrmSecurityContext({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+    const created = await createQuotation(organization.id, session.user.id, payload, accessContext);
 
     await auditCreate({
       organizationId: organization.id,

src/features/crm/dashboard/server/service.ts

@@ -23,6 +23,7 @@ import { db } from '@/lib/db';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { getUserBranches } from '@/features/foundation/branch-scope/service';
 import { hasBranchScopeAccess, hasProductScopeAccess } from '@/lib/auth/crm-access';
+import { canViewQuotationPricing } from '@/features/crm/security/server/service';
 import { listApprovalRequests } from '@/features/foundation/approval/server/service';
 import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
 import {
@@ -113,9 +114,7 @@ function average(values: number[]) {
 }
 
 function canViewCommercialData(context: DashboardContext) {
-  return (
+  return context.membershipRole === 'admin' || canViewQuotationPricing(context);
-    context.membershipRole === 'admin' || context.permissions.includes(PERMISSIONS.crmQuotationRead)
-  );
 }
 
 function canViewApprovalData(context: DashboardContext) {

src/features/crm/quotations/server/service.ts

@@ -16,8 +16,13 @@ import {
 } from '@/db/schema';
 import { db } from '@/lib/db';
 import { AuthError } from '@/lib/auth/session';
+import { hasBranchScopeAccess, hasProductScopeAccess } from '@/lib/auth/crm-access';
 import { listAuditLogs } from '@/features/foundation/audit-log/service';
 import { getUserBranches, validateBranchAccess } from '@/features/foundation/branch-scope/service';
+import {
+  type CrmSecurityContext,
+  canAccessScopedCrmRecord
+} from '@/features/crm/security/server/service';
 import { generateNextDocumentCode } from '@/features/foundation/document-sequence/service';
 import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
 import { syncEnquiryPipelineStageFromQuotationStatus } from '@/features/crm/enquiries/server/service';
@@ -70,6 +75,8 @@ const QUOTATION_OPTION_CATEGORIES = {
 
 const REVISION_ALLOWED_STATUS_CODES = new Set(['accepted', 'rejected', 'sent', 'approved']);
 
+export type QuotationAccessContext = CrmSecurityContext;
+
 function mapOption(
   option: Awaited<ReturnType<typeof getActiveOptionsByCategory>>[number]
 ): QuotationOption {
@@ -450,7 +457,11 @@ async function assertEnquiryBelongsToOrganization(id: string, organizationId: st
   return enquiry;
 }
 
-async function assertQuotationBelongsToOrganization(id: string, organizationId: string) {
+async function assertQuotationBelongsToOrganization(
+  id: string,
+  organizationId: string,
+  accessContext?: QuotationAccessContext
+) {
   const [quotation] = await db
     .select()
     .from(crmQuotations)
@@ -467,9 +478,45 @@ async function assertQuotationBelongsToOrganization(id: string, organizationId:
     throw new AuthError('Quotation not found', 404);
   }
 
+  if (accessContext && !canAccessQuotationRow(quotation, accessContext)) {
+    throw new AuthError('Forbidden', 403);
+  }
+
   return quotation;
 }
 
+function canAccessQuotationRow(
+  row: typeof crmQuotations.$inferSelect,
+  accessContext: QuotationAccessContext
+) {
+  return canAccessScopedCrmRecord(accessContext, {
+    branchId: row.branchId,
+    productType: row.quotationType,
+    createdBy: row.createdBy,
+    ownerUserId: row.salesmanId
+  });
+}
+
+function buildQuotationAccessScopedFilters(accessContext: QuotationAccessContext): SQL[] {
+  const filters: SQL[] = [];
+
+  if (accessContext.branchScopeMode === 'assigned' && accessContext.branchScopeIds.length > 0) {
+    filters.push(inArray(crmQuotations.branchId, accessContext.branchScopeIds));
+  }
+
+  if (accessContext.productScopeMode === 'assigned' && accessContext.productTypeScopeIds.length > 0) {
+    filters.push(inArray(crmQuotations.quotationType, accessContext.productTypeScopeIds));
+  }
+
+  if (accessContext.membershipRole !== 'admin' && accessContext.ownershipScope === 'own') {
+    filters.push(
+      or(eq(crmQuotations.salesmanId, accessContext.userId), eq(crmQuotations.createdBy, accessContext.userId))!
+    );
+  }
+
+  return filters;
+}
+
 async function assertQuotationItemBelongsToQuotation(
   quotationId: string,
   itemId: string,
@@ -607,7 +654,11 @@ async function assertSalesmanBelongsToOrganization(userId: string, organizationI
   }
 }
 
-async function validateQuotationPayload(organizationId: string, payload: QuotationMutationPayload) {
+async function validateQuotationPayload(
+  organizationId: string,
+  payload: QuotationMutationPayload,
+  accessContext?: QuotationAccessContext
+) {
   await assertCustomerBelongsToOrganization(payload.customerId, organizationId);
 
   if (payload.contactId) {
@@ -626,6 +677,10 @@ async function validateQuotationPayload(organizationId: string, payload: Quotati
     await validateBranchAccess(payload.branchId);
   }
 
+  if (accessContext && !hasBranchScopeAccess(accessContext, payload.branchId)) {
+    throw new AuthError('Forbidden branch scope', 403);
+  }
+
   if (payload.salesmanId) {
     await assertSalesmanBelongsToOrganization(payload.salesmanId, organizationId);
   }
@@ -652,6 +707,10 @@ async function validateQuotationPayload(organizationId: string, payload: Quotati
     payload.sentVia ?? null
   );
 
+  if (accessContext && !hasProductScopeAccess(accessContext, payload.quotationType)) {
+    throw new AuthError('Forbidden product scope', 403);
+  }
+
   for (const projectParty of payload.projectParties ?? []) {
     await assertCustomerBelongsToOrganization(projectParty.customerId, organizationId);
     await assertMasterOptionValue(
@@ -873,7 +932,11 @@ async function validateQuotationFollowupPayload(
   }
 }
 
-function buildQuotationFilters(organizationId: string, filters: QuotationFilters): SQL[] {
+function buildQuotationFilters(
+  organizationId: string,
+  filters: QuotationFilters,
+  accessContext?: QuotationAccessContext
+): SQL[] {
   const statuses = splitFilterValue(filters.status);
   const quotationTypes = splitFilterValue(filters.quotationType);
   const branches = splitFilterValue(filters.branch);
@@ -883,6 +946,7 @@ function buildQuotationFilters(organizationId: string, filters: QuotationFilters
   return [
     eq(crmQuotations.organizationId, organizationId),
     isNull(crmQuotations.deletedAt),
+    ...(accessContext ? buildQuotationAccessScopedFilters(accessContext) : []),
     ...(statuses.length ? [inArray(crmQuotations.status, statuses)] : []),
     ...(quotationTypes.length ? [inArray(crmQuotations.quotationType, quotationTypes)] : []),
     ...(branches.length ? [inArray(crmQuotations.branchId, branches)] : []),
@@ -1058,11 +1122,12 @@ export async function getQuotationReferenceData(
 
 export async function listQuotations(
   organizationId: string,
-  filters: QuotationFilters
+  filters: QuotationFilters,
+  accessContext?: QuotationAccessContext
 ): Promise<{ items: QuotationListItem[]; totalItems: number }> {
   const page = filters.page ?? 1;
   const limit = filters.limit ?? 10;
-  const whereFilters = buildQuotationFilters(organizationId, filters);
+  const whereFilters = buildQuotationFilters(organizationId, filters, accessContext);
   const where = whereFilters.length === 1 ? whereFilters[0] : and(...whereFilters);
   const offset = (page - 1) * limit;
 
@@ -1125,9 +1190,10 @@ export async function listQuotations(
 
 export async function getQuotationDetail(
   id: string,
-  organizationId: string
+  organizationId: string,
+  accessContext?: QuotationAccessContext
 ): Promise<QuotationRecord> {
-  const quotation = await assertQuotationBelongsToOrganization(id, organizationId);
+  const quotation = await assertQuotationBelongsToOrganization(id, organizationId, accessContext);
   const approvedArtifactId =
     quotation.approvedArtifactId ??
     (quotation.approvedPdfUrl?.startsWith('artifact:')
@@ -1213,9 +1279,10 @@ export async function getQuotationActivity(
 export async function createQuotation(
   organizationId: string,
   userId: string,
-  payload: QuotationMutationPayload
+  payload: QuotationMutationPayload,
+  accessContext?: QuotationAccessContext
 ) {
-  await validateQuotationPayload(organizationId, payload);
+  await validateQuotationPayload(organizationId, payload, accessContext);
   const quotationStatusCode = await resolveOptionCodeById(
     organizationId,
     QUOTATION_OPTION_CATEGORIES.status,
@@ -1299,15 +1366,16 @@ export async function updateQuotation(
   id: string,
   organizationId: string,
   userId: string,
-  payload: QuotationMutationPayload
+  payload: QuotationMutationPayload,
+  accessContext?: QuotationAccessContext
 ) {
-  await validateQuotationPayload(organizationId, payload);
+  await validateQuotationPayload(organizationId, payload, accessContext);
   const quotationStatusCode = await resolveOptionCodeById(
     organizationId,
     QUOTATION_OPTION_CATEGORIES.status,
     payload.status
   );
-  const existing = await assertQuotationBelongsToOrganization(id, organizationId);
+  const existing = await assertQuotationBelongsToOrganization(id, organizationId, accessContext);
   const enquiry = payload.enquiryId
     ? await assertEnquiryBelongsToOrganization(payload.enquiryId, organizationId)
     : null;
@@ -1370,8 +1438,13 @@ export async function updateQuotation(
   return updated;
 }
 
-export async function softDeleteQuotation(id: string, organizationId: string, userId: string) {
+export async function softDeleteQuotation(
-  await assertQuotationBelongsToOrganization(id, organizationId);
+  id: string,
+  organizationId: string,
+  userId: string,
+  accessContext?: QuotationAccessContext
+) {
+  await assertQuotationBelongsToOrganization(id, organizationId, accessContext);
   const now = new Date();
 
   const [updated] = await db

src/features/crm/security/server/service.ts

@@ -0,0 +1,111 @@
+import { auditAction } from '@/features/foundation/audit-log/service';
+import { hasCrmPermission, hasBranchScopeAccess, hasProductScopeAccess } from '@/lib/auth/crm-access';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+
+export interface CrmSecurityContext {
+  organizationId: string;
+  userId: string;
+  membershipRole: string;
+  businessRole: string;
+  businessRoles?: string[];
+  permissions: string[];
+  branchScopeIds: string[];
+  productTypeScopeIds: string[];
+  ownershipScope: string;
+  branchScopeMode: string;
+  productScopeMode: string;
+  approvalAuthority?: string | null;
+}
+
+export function buildCrmSecurityContext(input: {
+  organizationId: string;
+  userId: string;
+  membership: {
+    role: string;
+    businessRole: string;
+    businessRoles?: string[];
+    permissions?: string[] | null;
+    branchScopeIds?: string[] | null;
+    productTypeScopeIds?: string[] | null;
+    ownershipScope?: string | null;
+    branchScopeMode?: string | null;
+    productScopeMode?: string | null;
+    approvalAuthority?: string | null;
+  };
+}): CrmSecurityContext {
+  return {
+    organizationId: input.organizationId,
+    userId: input.userId,
+    membershipRole: input.membership.role,
+    businessRole: input.membership.businessRole,
+    businessRoles: input.membership.businessRoles ?? [input.membership.businessRole],
+    permissions: input.membership.permissions ?? [],
+    branchScopeIds: input.membership.branchScopeIds ?? [],
+    productTypeScopeIds: input.membership.productTypeScopeIds ?? [],
+    ownershipScope: input.membership.ownershipScope ?? 'organization',
+    branchScopeMode: input.membership.branchScopeMode ?? 'all',
+    productScopeMode: input.membership.productScopeMode ?? 'all',
+    approvalAuthority: input.membership.approvalAuthority ?? null
+  };
+}
+
+export function canViewQuotationPricing(context: Pick<CrmSecurityContext, 'permissions'>) {
+  return hasCrmPermission(context, PERMISSIONS.crmQuotationPricingRead);
+}
+
+export function canAccessScopedCrmRecord(
+  context: Pick<
+    CrmSecurityContext,
+    | 'membershipRole'
+    | 'userId'
+    | 'ownershipScope'
+    | 'branchScopeMode'
+    | 'branchScopeIds'
+    | 'productScopeMode'
+    | 'productTypeScopeIds'
+  >,
+  row: {
+    branchId?: string | null;
+    productType?: string | null;
+    createdBy?: string | null;
+    ownerUserId?: string | null;
+  }
+) {
+  if (!hasBranchScopeAccess(context, row.branchId)) {
+    return false;
+  }
+
+  if (!hasProductScopeAccess(context, row.productType)) {
+    return false;
+  }
+
+  if (context.membershipRole === 'admin' || context.ownershipScope !== 'own') {
+    return true;
+  }
+
+  return row.createdBy === context.userId || row.ownerUserId === context.userId;
+}
+
+export async function auditCrmSecurityEvent(input: {
+  organizationId: string;
+  userId: string;
+  action: 'access_denied' | 'scope_violation' | 'permission_violation' | 'pricing_hidden';
+  entityType: string;
+  entityId: string;
+  reason: string;
+  metadata?: Record<string, unknown>;
+}) {
+  await auditAction({
+    organizationId: input.organizationId,
+    userId: input.userId,
+    entityType: 'crm_security_access',
+    entityId: `${input.entityType}:${input.entityId}`,
+    action: input.action,
+    afterData: {
+      targetEntityType: input.entityType,
+      targetEntityId: input.entityId,
+      reason: input.reason,
+      ...input.metadata
+    }
+  });
+}

src/features/foundation/approval/server/service.ts

@@ -11,6 +11,8 @@ import {
   users
 } from '@/db/schema';
 import { db } from '@/lib/db';
+import { resolveCrmMembershipAccess } from '@/lib/auth/crm-access';
+import { type SystemRole } from '@/lib/auth/rbac';
 import { AuthError } from '@/lib/auth/session';
 import { auditAction } from '@/features/foundation/audit-log/service';
 import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
@@ -611,7 +613,17 @@ async function assertActorCanHandleStep(organizationId: string, userId: string,
     throw new AuthError('Organization membership required', 403);
   }
 
-  if (membership.role === 'admin' || membership.businessRole === roleCode) {
+  const resolvedAccess = await resolveCrmMembershipAccess({
+    systemRole: userRow.systemRole as SystemRole,
+    organizationId,
+    membership
+  });
+
+  if (
+    membership.role === 'admin' ||
+    resolvedAccess.businessRoles.includes(roleCode) ||
+    resolvedAccess.businessRole === roleCode
+  ) {
     return;
   }
 

src/lib/auth/crm-access.ts

@@ -380,3 +380,16 @@ export function hasProductScopeAccess(access: ProductScopedAccess, productTypeId
 
   return access.productTypeScopeIds.includes(productTypeId);
 }
+
+export function hasCrmPermission(
+  access: Pick<ResolvedCrmAccess, 'permissions'> | { permissions?: string[] | null },
+  permission: string
+) {
+  return (access.permissions ?? []).includes(permission as Permission);
+}
+
+export function canViewQuotationPricing(
+  access: Pick<ResolvedCrmAccess, 'permissions'> | { permissions?: string[] | null }
+) {
+  return hasCrmPermission(access, 'crm.quotation.pricing.read');
+}

src/lib/auth/session.ts

@@ -60,6 +60,7 @@ export async function requireOrganizationAccess(options?: {
         organizationId: activeOrganization.id,
         role: activeOrganization.role,
         businessRole: activeOrganization.businessRole,
+        businessRoles: [activeOrganization.businessRole],
         permissions: session.user.activePermissions,
         branchScopeIds: session.user.activeBranchScopeIds,
         productTypeScopeIds: session.user.activeProductTypeScopeIds,
@@ -126,11 +127,12 @@ export async function requireOrganizationAccess(options?: {
 
   return {
     session,
-    membership: {
+      membership: {
-      ...membership,
+        ...membership,
-      permissions: resolvedAccess.permissions,
+        businessRoles: resolvedAccess.businessRoles,
-      branchScopeIds: resolvedAccess.branchScopeIds,
+        permissions: resolvedAccess.permissions,
-      productTypeScopeIds: resolvedAccess.productTypeScopeIds,
+        branchScopeIds: resolvedAccess.branchScopeIds,
+        productTypeScopeIds: resolvedAccess.productTypeScopeIds,
       ownershipScope: resolvedAccess.ownershipScope,
       branchScopeMode: resolvedAccess.branchScopeMode,
       productScopeMode: resolvedAccess.productScopeMode,