task-fix

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.

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
+```

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(
+    const data = await getCrmDashboardData(securityContext, {
-      securityContext,
+      dateFrom: searchParams.get('dateFrom'),
-      {
+      dateTo: searchParams.get('dateTo'),
-        dateFrom: searchParams.get('dateFrom'),
+      branch: searchParams.get('branch'),
-        dateTo: searchParams.get('dateTo'),
+      salesman: searchParams.get('salesman'),
-        branch: searchParams.get('branch'),
+      projectPartyRole: searchParams.get('projectPartyRole'),
-        salesman: searchParams.get('salesman'),
+      productType: searchParams.get('productType')
-        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 }
+    );
   }
 }

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'>

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
+    }
+  };
+}

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>
   );

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()
+      .select(dashboardOpportunitySelect)
-    .from(crmOpportunities)
+      .from(crmOpportunities)
     .where(
       and(
         eq(crmOpportunities.organizationId, context.organizationId),
@@ -871,4 +905,3 @@ export async function getCrmDashboardData(
     }
   };
 }
-

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;
 }
-

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
   };
 }
-

src/features/crm/shared/terminology.ts

@@ -14,39 +14,35 @@ export const CRM_TERMS = {
   contact: 'ผู้ติดต่อ',
   contacts: 'ผู้ติดต่อ',
   billingCustomer: 'ลูกค้าผู้รับใบเสนอราคา',
-  projectParties: 'ผู้เกี่ยวข้องในโครงการ',
+  contractor: 'ผู้รับเหมา',
-  crmSettings: 'ตั้งค่า CRM',
+  consultant: 'ที่ปรึกษา',
-  leadCount: 'จำนวนลีด',
+  endCustomer: 'ผู้ใช้งานปลายทาง',
-  opportunityCount: 'จำนวนโอกาสขาย',
+  projectParty: 'ผู้เกี่ยวข้องในโครงการ'
-  wonCount: 'จำนวนงานที่ชนะ',
-  lostCount: 'จำนวนงานที่แพ้',
-  revenue: 'มูลค่าใบเสนอราคา',
-  conversionRate: 'อัตราการเปลี่ยนสถานะ'
 } as const;
 
-export const PIPELINE_STAGE_THAI_LABELS = {
+const PROJECT_PARTY_ROLE_LABELS: Record<string, string> = {
-  lead: 'ลีด',
-  opportunity: 'โอกาสขาย',
-  closed_won: 'ชนะ',
-  closed_lost: 'แพ้'
-} as const;
-
-export const PROJECT_PARTY_ROLE_THAI_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(
+export function getPipelineStageThaiLabel(stageCode: string, fallback?: string | null) {
-  stage: keyof typeof PIPELINE_STAGE_THAI_LABELS | string
+  return PIPELINE_STAGE_LABELS[stageCode] ?? fallback ?? stageCode;
-) {
-  return PIPELINE_STAGE_THAI_LABELS[stage as keyof typeof PIPELINE_STAGE_THAI_LABELS] ?? stage;
 }
-

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[]> {
+export async function getUserBranches(organizationId?: string): Promise<FoundationBranch[]> {
-  const options = await getActiveOptionsByCategory('crm_branch');
+  const options = await getActiveOptionsByCategory(
+    'crm_branch',
+    organizationId ? { organizationId } : undefined
+  );
 
   return options.map(mapBranchOption);
 }
 
-export async function getActiveBranch(): Promise<FoundationBranch | null> {
+export async function getActiveBranch(organizationId?: string): Promise<FoundationBranch | null> {
-  const branches = await getUserBranches();
+  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) {