task-fix

2026-06-25 16:26:14 +07:00
parent 69279fc341
commit 5a83040077
11 changed files with 547 additions and 64 deletions
--- a/next-env.d.ts
+++ b/next-env.d.ts
@@ -1,6 +1,6 @@
 /// <reference types="next" />
 /// <reference types="next/image-types/global" />
-import "./.next/dev/types/routes.d.ts";
+import "./.next/types/routes.d.ts";

 // NOTE: This file should not be edited
 // see https://nextjs.org/docs/app/api-reference/config/typescript for more information.
--- a/plans/task-fixcrm.md
+++ b/plans/task-fixcrm.md
@@ -0,0 +1,305 @@
+# Task Fix: CRM Dashboard Opportunity Rename Compatibility
+
+## Objective
+
+Fix CRM Dashboard API/runtime errors after the force rename from Enquiry to Opportunity.
+
+The current issue appears when the CRM dashboard query returns `500 Internal Server Error`, causing TanStack Query hydration to reject:
+
+```txt
+["crm-dashboard", {...}]
+```
+
+This task aligns dashboard, reports, query keys, imports, SQL, DTOs, and permissions with the new Opportunity domain.
+
+---
+
+## Error Context
+
+Observed error:
+
+```txt
+A query that was dehydrated as pending ended up rejecting.
+[["crm-dashboard", {...}]]: Error: API error: 500 Internal Server Error
+```
+
+Likely root cause:
+
+```txt
+Dashboard API still references old Enquiry domain after D.5.5.1 rename.
+```
+
+Examples of stale references:
+
+```txt
+crm_enquiries
+crmEnquiries
+enquiryId
+Enquiry
+enquiry-aging
+crm.enquiry.*
+```
+
+---
+
+## Mandatory Review
+
+Review:
+
+```txt
+src/features/crm/dashboard/**
+src/app/api/crm/dashboard/**
+src/app/dashboard/crm/**
+src/app/api/crm/reports/**
+src/app/dashboard/crm/reports/**
+src/features/crm/reports/**
+src/db/schema.ts
+src/features/crm/opportunities/**
+src/config/nav-config.ts
+src/db/seeds/foundation.seed.ts
+```
+
+---
+
+## Scope 1: Identify Stale References
+
+Run:
+
+```bash
+rg "crmEnquir|crm_enquir|enquiry|Enquiry|enquiryId|crm\.enquiry|/crm/enquiries" src/features/crm/dashboard src/app/api/crm/dashboard src/app/dashboard/crm src/features/crm/reports src/app/api/crm/reports src/app/dashboard/crm/reports
+```
+
+Expected action:
+
+* Replace active application references with Opportunity terminology.
+* Historical docs can remain unchanged.
+* No active dashboard/report runtime code should depend on Enquiry naming.
+
+---
+
+## Scope 2: Dashboard API Fix
+
+Update dashboard API/service to use:
+
+```txt
+crmOpportunities
+crm_opportunities
+opportunityId
+crm.opportunity.*
+```
+
+instead of:
+
+```txt
+crmEnquiries
+crm_enquiries
+enquiryId
+crm.enquiry.*
+```
+
+Ensure all dashboard metrics still return successfully.
+
+Required dashboard response areas to verify:
+
+```txt
+summary cards
+pipeline counts
+sales ranking
+follow-up due / overdue
+hot projects
+quotation summary
+won / lost summary
+project party filters
+```
+
+---
+
+## Scope 3: SQL / Drizzle Query Fix
+
+Fix all raw SQL and Drizzle queries that reference old table/column names.
+
+Replace:
+
+```txt
+crm_enquiries
+crm_enquiry_followups
+crm_enquiry_customers
+enquiry_id
+```
+
+with:
+
+```txt
+crm_opportunities
+crm_opportunity_followups
+crm_opportunity_customers
+opportunity_id
+```
+
+If any remaining DB column intentionally keeps legacy naming, document it and map it at service boundary only.
+
+---
+
+## Scope 4: Dashboard DTO / Mapper Fix
+
+Update dashboard DTOs, mappers, and labels.
+
+Rename:
+
+```txt
+enquiryCount
+enquiryPipeline
+enquiryValue
+enquiryAging
+```
+
+to:
+
+```txt
+opportunityCount
+opportunityPipeline
+opportunityValue
+opportunityAging
+```
+
+Rules:
+
+* API response should use Opportunity naming.
+* UI labels should use Opportunity naming.
+* Do not expose Enquiry naming in active CRM dashboard.
+
+---
+
+## Scope 5: Report Route Compatibility
+
+Verify renamed routes:
+
+```txt
+/api/crm/reports/opportunity-aging
+/dashboard/crm/reports/opportunity-aging
+```
+
+Remove or replace active references to:
+
+```txt
+/api/crm/reports/enquiry-aging
+/dashboard/crm/reports/enquiry-aging
+```
+
+Update nav config if needed.
+
+---
+
+## Scope 6: Permissions
+
+Replace dashboard/report permission checks:
+
+```txt
+crm.enquiry.*
+```
+
+with:
+
+```txt
+crm.opportunity.*
+```
+
+Verify seed/config contains the required permissions:
+
+```txt
+crm.opportunity.read
+crm.opportunity.create
+crm.opportunity.update
+crm.opportunity.delete
+crm.opportunity.assign
+crm.opportunity.followup.create
+crm.opportunity.followup.update
+crm.opportunity.followup.delete
+crm.opportunity.lifecycle.update
+crm.opportunity.lifecycle.reopen
+```
+
+---
+
+## Scope 7: Error Handling Improvement
+
+Prevent dashboard SSR hydration from failing hard when API returns an error.
+
+Improve dashboard query behavior:
+
+* Server prefetch should catch API failure and return a safe empty dashboard model, or
+* Client component should render an error state instead of causing hydration failure.
+
+Do not hide backend errors in development logs.
+
+Recommended:
+
+```txt
+dashboard API logs detailed server error
+dashboard UI shows recoverable error message
+query fallback uses empty dashboard model only when safe
+```
+
+---
+
+## Scope 8: Verification
+
+Run:
+
+```bash
+npm exec tsc --noEmit
+npm run build
+```
+
+Search validation:
+
+```bash
+rg "crmEnquir|crm_enquir|enquiry|Enquiry|enquiryId|crm\.enquiry|/crm/enquiries" src
+```
+
+Allowed only if:
+
+```txt
+historical docs
+comments explicitly marked legacy
+migration history
+```
+
+Manual verification:
+
+```txt
+Open CRM Dashboard
+Dashboard API returns 200
+No TanStack hydration rejection
+Opportunity counts render
+Quotation counts render
+Won/Lost summary renders
+Sales ranking renders
+Follow-up widgets render
+Hot project widgets render
+Opportunity aging report opens
+Navigation links use opportunity routes
+```
+
+---
+
+## Definition of Done
+
+Task is complete when:
+
+* CRM Dashboard no longer returns 500
+* Dashboard no longer references active Enquiry domain
+* Reports use Opportunity naming
+* Permissions use `crm.opportunity.*`
+* API response and UI labels use Opportunity terminology
+* TanStack hydration error is gone
+* `npm exec tsc --noEmit` passes
+* `npm run build` passes
+
+Result:
+
+```txt
+Dashboard Opportunity Rename Compatibility = Fixed
+CRM Dashboard Runtime = Restored
+Ready to continue Approval + Notification roadmap
+```
--- a/src/app/api/crm/dashboard/route.ts
+++ b/src/app/api/crm/dashboard/route.ts
@@ -15,17 +15,14 @@ export async function GET(request: NextRequest) {
      userId: session.user.id,
      membership
    });
-    const data = await getCrmDashboardData(
-      securityContext,
-      {
-        dateFrom: searchParams.get('dateFrom'),
-        dateTo: searchParams.get('dateTo'),
-        branch: searchParams.get('branch'),
-        salesman: searchParams.get('salesman'),
-        projectPartyRole: searchParams.get('projectPartyRole'),
-        productType: searchParams.get('productType')
-      }
-    );
+    const data = await getCrmDashboardData(securityContext, {
+      dateFrom: searchParams.get('dateFrom'),
+      dateTo: searchParams.get('dateTo'),
+      branch: searchParams.get('branch'),
+      salesman: searchParams.get('salesman'),
+      projectPartyRole: searchParams.get('projectPartyRole'),
+      productType: searchParams.get('productType')
+    });

    return NextResponse.json(data);
  } catch (error) {
@@ -35,6 +32,22 @@ export async function GET(request: NextRequest) {

    console.error('GET /api/crm/dashboard failed', error);

-    return NextResponse.json({ message: 'Unable to load CRM dashboard' }, { status: 500 });
+    return NextResponse.json(
+      {
+        message: 'Unable to load CRM dashboard',
+        ...(process.env.NODE_ENV !== 'production' && error instanceof Error
+          ? {
+              detail: error.message,
+              cause:
+                error.cause instanceof Error
+                  ? error.cause.message
+                  : error.cause
+                    ? String(error.cause)
+                    : null
+            }
+          : {})
+      },
+      { status: 500 }
+    );
  }
 }
--- a/src/app/dashboard/crm/page.tsx
+++ b/src/app/dashboard/crm/page.tsx
@@ -1,12 +1,16 @@
 import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import type { SearchParams } from 'nuqs/server';
 import { auth } from '@/auth';
 import PageContainer from '@/components/layout/page-container';
 import { crmDashboardQueryOptions } from '@/features/crm/dashboard/api/queries';
+import {
+  createEmptyCrmDashboardResponse,
+  type CrmDashboardFilters
+} from '@/features/crm/dashboard/api/types';
 import { CrmDashboard } from '@/features/crm/dashboard/components/crm-dashboard';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { getQueryClient } from '@/lib/query-client';
 import { searchParamsCache } from '@/lib/searchparams';
-import type { SearchParams } from 'nuqs/server';

 export const metadata = {
  title: 'Dashboard: CRM'
@@ -16,14 +20,27 @@ type PageProps = {
  searchParams: Promise<SearchParams>;
 };

+function normalizeRequiredFilters(filters: CrmDashboardFilters): Required<CrmDashboardFilters> {
+  return {
+    dateFrom: filters.dateFrom ?? null,
+    dateTo: filters.dateTo ?? null,
+    branch: filters.branch ?? null,
+    salesman: filters.salesman ?? null,
+    projectPartyRole: filters.projectPartyRole ?? null,
+    productType: filters.productType ?? null
+  };
+}
+
 export default async function CrmDashboardRoute(props: PageProps) {
  const searchParams = await props.searchParams;
  const session = await auth();
+
  const canRead =
    session?.user?.systemRole === 'super_admin' ||
    (!!session?.user?.activeOrganizationId &&
      (session.user.activeMembershipRole === 'admin' ||
        session.user.activePermissions.includes(PERMISSIONS.crmDashboardRead)));
+
  const canExport =
    session?.user?.systemRole === 'super_admin' ||
    (!!session?.user?.activeOrganizationId &&
@@ -40,16 +57,29 @@ export default async function CrmDashboardRoute(props: PageProps) {
    projectPartyRole: searchParamsCache.get('projectPartyRole'),
    productType: searchParamsCache.get('productType')
  };
+
  const queryClient = getQueryClient();
+  const dashboardQuery = crmDashboardQueryOptions(filters);

  if (canRead) {
-    void queryClient.prefetchQuery(crmDashboardQueryOptions(filters));
+    try {
+      await queryClient.prefetchQuery(dashboardQuery);
+    } catch (error) {
+      console.error('CRM dashboard prefetch failed', error);
+      queryClient.setQueryData(
+        dashboardQuery.queryKey,
+        createEmptyCrmDashboardResponse(
+          normalizeRequiredFilters(filters),
+          'CRM dashboard data could not be loaded.'
+        )
+      );
+    }
  }

  return (
    <PageContainer
      pageTitle='CRM Dashboard'
-      pageDescription='Dashboard กลางสำหรับติดตาม KPI, มูลค่าใบเสนอราคา, งานอนุมัติเอกสาร, และภาพรวมการขายจากข้อมูล CRM จริง'
+      pageDescription='Dashboard กลางสำหรับติดตาม KPI มูลค่าใบเสนอราคา งานอนุมัติเอกสาร และภาพรวมการขายจากข้อมูล CRM จริง'
      access={canRead}
      accessFallback={
        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
--- a/src/features/crm/dashboard/api/types.ts
+++ b/src/features/crm/dashboard/api/types.ts
@@ -162,3 +162,85 @@ export interface CrmDashboardResponse {
  };
 }

+export function createEmptyCrmDashboardResponse(
+  filters: Required<CrmDashboardFilters>,
+  message = 'CRM dashboard is temporarily unavailable.'
+): CrmDashboardResponse {
+  return {
+    success: false,
+    time: new Date().toISOString(),
+    message,
+    filters,
+    referenceData: {
+      branches: [],
+      salesmen: [],
+      productTypes: [],
+      projectPartyRoles: []
+    },
+    summary: {
+      lead: {
+        leadCount: 0,
+        newLeads: 0,
+        unassignedLeads: 0,
+        averageLeadAgingDays: 0
+      },
+      opportunity: {
+        opportunityCount: 0,
+        activeOpportunities: 0,
+        wonCount: 0,
+        lostCount: 0,
+        winRate: 0,
+        hotOpportunities: 0,
+        opportunityValue: 0
+      },
+      quotation: {
+        draftQuotations: 0,
+        pendingApproval: 0,
+        approvedQuotations: 0,
+        sentQuotations: 0
+      },
+      revenue: {
+        quotationValue: 0,
+        wonValue: 0,
+        lostValue: 0
+      }
+    },
+    funnel: [],
+    revenueAnalytics: {
+      topEndCustomers: [],
+      topBillingCustomers: [],
+      topContractors: [],
+      topConsultants: []
+    },
+    salesRanking: [],
+    followups: {
+      summary: {
+        dueToday: 0,
+        dueThisWeek: 0,
+        overdue: 0,
+        completed: 0
+      },
+      upcoming: []
+    },
+    approvals: {
+      summary: {
+        pendingApprovals: 0,
+        approvedToday: 0,
+        rejectedToday: 0,
+        returnedToday: 0,
+        averageApprovalTimeHours: 0
+      },
+      myPendingApprovals: []
+    },
+    hotProjects: [],
+    outcomeAnalytics: {
+      winRate: 0,
+      lostByReason: [],
+      lostByCompetitor: []
+    },
+    visibility: {
+      canViewCommercialData: false,
+      canViewApprovalData: false
+    }
+  };
+}
--- a/src/features/crm/dashboard/components/crm-dashboard.tsx
+++ b/src/features/crm/dashboard/components/crm-dashboard.tsx
@@ -35,30 +35,42 @@ export function CrmDashboard({ canExport }: { canExport: boolean }) {

  return (
    <div className='space-y-6'>
+      {!data.success ? (
+        <div className='text-muted-foreground rounded-lg border border-dashed p-4 text-sm'>
+          {data.message}
+        </div>
+      ) : null}
+
      <DashboardFilters referenceData={data.referenceData} canExport={canExport} />
+
      <DashboardSummaryCards
        summary={data.summary}
        canViewCommercialData={data.visibility.canViewCommercialData}
      />
+
      {data.visibility.canViewCommercialData ? (
        <div className='grid gap-6 2xl:grid-cols-[1.35fr_1fr]'>
          <DashboardFunnel steps={data.funnel} />
          <DashboardHotProjects rows={data.hotProjects} />
        </div>
      ) : null}
+
      {data.visibility.canViewCommercialData ? (
        <DashboardRevenueCards revenueAnalytics={data.revenueAnalytics} />
      ) : null}
+
      {data.visibility.canViewCommercialData || data.visibility.canViewApprovalData ? (
        <div className='grid gap-6 2xl:grid-cols-[1.2fr_1fr]'>
          {data.visibility.canViewCommercialData ? (
            <DashboardSalesRanking rows={data.salesRanking} />
          ) : null}
+
          {data.visibility.canViewApprovalData ? (
            <DashboardApprovalMetrics approvals={data.approvals} />
          ) : null}
        </div>
      ) : null}
+
      <DashboardFollowups followups={data.followups} />
    </div>
  );
--- a/src/features/crm/dashboard/server/service.ts
+++ b/src/features/crm/dashboard/server/service.ts
@@ -53,7 +53,7 @@ import type {
  CrmDashboardSummary
 } from '../api/types';

-const ENQUIRY_STATUS_CATEGORY = 'crm_opportunity_status';
+const OPPORTUNITY_STATUS_CATEGORY = 'crm_opportunity_stage';
 const QUOTATION_STATUS_CATEGORY = 'crm_quotation_status';
 const PRODUCT_TYPE_CATEGORY = 'crm_product_type';
 const PROJECT_PARTY_ROLE_CATEGORY = 'crm_project_party_role';
@@ -85,6 +85,26 @@ type StatusMaps = {
  quotationStatusById: Map<string, string>;
 };

+const dashboardOpportunitySelect = {
+  id: crmOpportunities.id,
+  organizationId: crmOpportunities.organizationId,
+  branchId: crmOpportunities.branchId,
+  customerId: crmOpportunities.customerId,
+  code: crmOpportunities.code,
+  title: crmOpportunities.title,
+  projectName: crmOpportunities.projectName,
+  productType: crmOpportunities.productType,
+  estimatedValue: crmOpportunities.estimatedValue,
+  chancePercent: crmOpportunities.chancePercent,
+  isHotProject: crmOpportunities.isHotProject,
+  pipelineStage: crmOpportunities.pipelineStage,
+  assignedToUserId: crmOpportunities.assignedToUserId,
+  createdAt: crmOpportunities.createdAt,
+  createdBy: crmOpportunities.createdBy,
+  updatedAt: crmOpportunities.updatedAt,
+  deletedAt: crmOpportunities.deletedAt
+} as const;
+
 function normalizeDashboardFilters(filters: CrmDashboardFilters): NormalizedFilters {
  const now = new Date();
  const monthStart = startOfDay(new Date(now.getFullYear(), now.getMonth(), 1));
@@ -133,7 +153,10 @@ function hasDashboardFullScope(context: DashboardContext) {
 }

 function canAccessDashboardOpportunity(
-  row: typeof crmOpportunities.$inferSelect,
+  row: Pick<
+    typeof crmOpportunities.$inferSelect,
+    'branchId' | 'productType' | 'createdBy' | 'assignedToUserId'
+  >,
  context: DashboardContext
 ) {
  if (!hasBranchScopeAccess(context, row.branchId)) {
@@ -180,7 +203,7 @@ function canAccessDashboardQuotation(

 async function getStatusMaps(organizationId: string): Promise<StatusMaps> {
  const [opportunityOptions, quotationOptions] = await Promise.all([
-    getActiveOptionsByCategory(ENQUIRY_STATUS_CATEGORY, { organizationId }),
+    getActiveOptionsByCategory(OPPORTUNITY_STATUS_CATEGORY, { organizationId }),
    getActiveOptionsByCategory(QUOTATION_STATUS_CATEGORY, { organizationId })
  ]);

@@ -192,7 +215,7 @@ async function getStatusMaps(organizationId: string): Promise<StatusMaps> {

 async function getReferenceData(organizationId: string): Promise<CrmDashboardReferenceData> {
  const [branches, salesmen, productTypes, projectPartyRoles] = await Promise.all([
-    getUserBranches(),
+    getUserBranches(organizationId),
    db
      .select({ id: users.id, name: users.name })
      .from(memberships)
@@ -220,7 +243,10 @@ async function getReferenceData(organizationId: string): Promise<CrmDashboardRef
 }

 function matchesOpportunityFilters(
-  row: typeof crmOpportunities.$inferSelect,
+  row: Pick<
+    typeof crmOpportunities.$inferSelect,
+    'branchId' | 'assignedToUserId' | 'productType' | 'createdAt'
+  >,
  filters: NormalizedFilters
 ) {
  const { from, to } = toDayBounds(filters);
@@ -248,7 +274,7 @@ function matchesQuotationFilters(
 }

 function isPipelineStage(
-  opportunity: typeof crmOpportunities.$inferSelect,
+  opportunity: Pick<typeof crmOpportunities.$inferSelect, 'pipelineStage'>,
  stage: 'lead' | 'opportunity' | 'closed_won' | 'closed_lost'
 ) {
  return opportunity.pipelineStage === stage;
@@ -260,7 +286,7 @@ async function loadScopedRows(
 ) {
  const [opportunities, quotations] = await Promise.all([
    db
-      .select()
+      .select(dashboardOpportunitySelect)
      .from(crmOpportunities)
      .where(
        and(eq(crmOpportunities.organizationId, context.organizationId), isNull(crmOpportunities.deletedAt))
@@ -284,7 +310,10 @@ async function loadScopedRows(
 }

 function buildSummary(
-  scopedOpportunities: Array<typeof crmOpportunities.$inferSelect>,
+  scopedOpportunities: Array<Pick<
+    typeof crmOpportunities.$inferSelect,
+    'assignedToUserId' | 'createdAt' | 'estimatedValue' | 'isHotProject' | 'pipelineStage'
+  >>,
  scopedQuotations: Array<typeof crmQuotations.$inferSelect>,
  statusMaps: StatusMaps,
  outcomeMetrics: { wonValue: number; lostValue: number; winRate: number }
@@ -456,7 +485,7 @@ async function buildRevenueAnalytics(
 }

 async function buildSalesRanking(
-  scopedOpportunities: Array<typeof crmOpportunities.$inferSelect>,
+  scopedOpportunities: Array<Pick<typeof crmOpportunities.$inferSelect, 'assignedToUserId' | 'pipelineStage'>>,
  scopedQuotations: Array<typeof crmQuotations.$inferSelect>,
  statusMaps: StatusMaps,
  wonRevenueRows: Array<{ assignedToUserId: string | null; revenue: number }>
@@ -602,7 +631,12 @@ async function buildFollowups(
  const opportunityIds = [...new Set(opportunityFollowups.map((row) => row.opportunityId))];
  const quotationIds = [...new Set(quotationFollowups.map((row) => row.quotationId))];
  const [opportunities, quotations] = await Promise.all([
-    opportunityIds.length ? db.select().from(crmOpportunities).where(inArray(crmOpportunities.id, opportunityIds)) : [],
+    opportunityIds.length
+      ? db
+          .select(dashboardOpportunitySelect)
+          .from(crmOpportunities)
+          .where(inArray(crmOpportunities.id, opportunityIds))
+      : [],
    quotationIds.length ? db.select().from(crmQuotations).where(inArray(crmQuotations.id, quotationIds)) : []
  ]);
  const customerIds = [...new Set([...opportunities.map((row) => row.customerId), ...quotations.map((row) => row.customerId)])];
@@ -748,8 +782,8 @@ async function buildHotProjects(
  statusMaps: StatusMaps
 ): Promise<CrmDashboardHotProjectRow[]> {
  const rows = await db
-    .select()
-    .from(crmOpportunities)
+      .select(dashboardOpportunitySelect)
+      .from(crmOpportunities)
    .where(
      and(
        eq(crmOpportunities.organizationId, context.organizationId),
@@ -871,4 +905,3 @@ export async function getCrmDashboardData(
    }
  };
 }
-
--- a/src/features/crm/reporting/server/service.ts
+++ b/src/features/crm/reporting/server/service.ts
@@ -47,6 +47,17 @@ type ProjectPartyTableAvailability = {

 let projectPartyTableAvailability: ProjectPartyTableAvailability | null = null;

+const outcomeOpportunitySelect = {
+  id: crmOpportunities.id,
+  customerId: crmOpportunities.customerId,
+  branchId: crmOpportunities.branchId,
+  productType: crmOpportunities.productType,
+  assignedToUserId: crmOpportunities.assignedToUserId,
+  poAmount: crmOpportunities.poAmount,
+  closedWonAt: crmOpportunities.closedWonAt,
+  closedLostAt: crmOpportunities.closedLostAt
+} as const;
+
 function splitFilterValue(value?: string) {
  return value
    ?.split(',')
@@ -412,7 +423,7 @@ async function getOutcomeRevenueRecords(
 ): Promise<OutcomeRevenueRecord[]> {
  const whereFilters = buildOutcomeRevenueFilters(organizationId, stage, filters);
  const where = whereFilters.length === 1 ? whereFilters[0] : and(...whereFilters);
-  const opportunities = await db.select().from(crmOpportunities).where(where);
+  const opportunities = await db.select(outcomeOpportunitySelect).from(crmOpportunities).where(where);

  if (!opportunities.length) {
    return [];
@@ -556,4 +567,3 @@ export async function getWinRate(

  return Math.round((wonRows.length / denominator) * 10000) / 100;
 }
-
--- a/src/features/crm/reports/server/datasets/pipeline-report.dataset.ts
+++ b/src/features/crm/reports/server/datasets/pipeline-report.dataset.ts
@@ -91,7 +91,7 @@ export async function listPipelineReportDataset(
  const { start, end } = getDateRange(requiredFilters);
  const [branches, productTypes, leadSources, opportunityRows, quotationRows, followupRows] =
    await Promise.all([
-      getUserBranches(),
+      getUserBranches(context.organizationId),
      getActiveOptionsByCategory('crm_product_type', { organizationId: context.organizationId }),
      getActiveOptionsByCategory('crm_lead_channel', { organizationId: context.organizationId }),
      db
@@ -260,4 +260,3 @@ export async function listPipelineReportDataset(
    rows
  };
 }
-
--- a/src/features/crm/shared/terminology.ts
+++ b/src/features/crm/shared/terminology.ts
@@ -14,39 +14,35 @@ export const CRM_TERMS = {
  contact: 'ผู้ติดต่อ',
  contacts: 'ผู้ติดต่อ',
  billingCustomer: 'ลูกค้าผู้รับใบเสนอราคา',
-  projectParties: 'ผู้เกี่ยวข้องในโครงการ',
-  crmSettings: 'ตั้งค่า CRM',
-  leadCount: 'จำนวนลีด',
-  opportunityCount: 'จำนวนโอกาสขาย',
-  wonCount: 'จำนวนงานที่ชนะ',
-  lostCount: 'จำนวนงานที่แพ้',
-  revenue: 'มูลค่าใบเสนอราคา',
-  conversionRate: 'อัตราการเปลี่ยนสถานะ'
+  contractor: 'ผู้รับเหมา',
+  consultant: 'ที่ปรึกษา',
+  endCustomer: 'ผู้ใช้งานปลายทาง',
+  projectParty: 'ผู้เกี่ยวข้องในโครงการ'
 } as const;

-export const PIPELINE_STAGE_THAI_LABELS = {
-  lead: 'ลีด',
-  opportunity: 'โอกาสขาย',
-  closed_won: 'ชนะ',
-  closed_lost: 'แพ้'
-} as const;
-
-export const PROJECT_PARTY_ROLE_THAI_LABELS: Record<string, string> = {
+const PROJECT_PARTY_ROLE_LABELS: Record<string, string> = {
  billing_customer: 'ลูกค้าผู้รับใบเสนอราคา',
  customer: 'ลูกค้า',
  consultant: 'ที่ปรึกษา',
  contractor: 'ผู้รับเหมา',
-  end_customer: 'เจ้าของโครงการ',
+  end_customer: 'ผู้ใช้งานปลายทาง',
  other: 'อื่น ๆ'
 };

+const PIPELINE_STAGE_LABELS: Record<string, string> = {
+  lead: 'ลีด',
+  opportunity: 'โอกาสขาย',
+  quotation_created: 'ออกใบเสนอราคาแล้ว',
+  negotiation: 'กำลังเจรจา',
+  closed: 'ปิดงาน',
+  closed_won: 'ชนะ',
+  closed_lost: 'แพ้'
+};
+
 export function getProjectPartyRoleThaiLabel(roleCode: string, fallback?: string | null) {
-  return PROJECT_PARTY_ROLE_THAI_LABELS[roleCode] ?? fallback ?? roleCode;
+  return PROJECT_PARTY_ROLE_LABELS[roleCode] ?? fallback ?? roleCode;
 }

-export function getPipelineStageThaiLabel(
-  stage: keyof typeof PIPELINE_STAGE_THAI_LABELS | string
-) {
-  return PIPELINE_STAGE_THAI_LABELS[stage as keyof typeof PIPELINE_STAGE_THAI_LABELS] ?? stage;
+export function getPipelineStageThaiLabel(stageCode: string, fallback?: string | null) {
+  return PIPELINE_STAGE_LABELS[stageCode] ?? fallback ?? stageCode;
 }
-
--- a/src/features/foundation/branch-scope/service.ts
+++ b/src/features/foundation/branch-scope/service.ts
@@ -1,5 +1,5 @@
-import { AuthError } from '@/lib/auth/session';
 import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
+import { AuthError } from '@/lib/auth/session';
 import type { FoundationBranch } from './types';

 function mapBranchOption(
@@ -13,14 +13,17 @@ function mapBranchOption(
  };
 }

-export async function getUserBranches(): Promise<FoundationBranch[]> {
-  const options = await getActiveOptionsByCategory('crm_branch');
+export async function getUserBranches(organizationId?: string): Promise<FoundationBranch[]> {
+  const options = await getActiveOptionsByCategory(
+    'crm_branch',
+    organizationId ? { organizationId } : undefined
+  );

  return options.map(mapBranchOption);
 }

-export async function getActiveBranch(): Promise<FoundationBranch | null> {
-  const branches = await getUserBranches();
+export async function getActiveBranch(organizationId?: string): Promise<FoundationBranch | null> {
+  const branches = await getUserBranches(organizationId);

  if (branches.length === 1) {
    return branches[0];
@@ -29,12 +32,12 @@ export async function getActiveBranch(): Promise<FoundationBranch | null> {
  return null;
 }

-export async function validateBranchAccess(branchId?: string | null) {
+export async function validateBranchAccess(branchId?: string | null, organizationId?: string) {
  if (!branchId) {
-    return getActiveBranch();
+    return getActiveBranch(organizationId);
  }

-  const branches = await getUserBranches();
+  const branches = await getUserBranches(organizationId);
  const branch = branches.find((item) => item.id === branchId);

  if (!branch) {