This commit is contained in:
phaichayon
2026-06-11 12:46:57 +07:00
parent 1993d88306
commit 7a390cf0df
720 changed files with 100919 additions and 0 deletions

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import { mutationOptions } from '@tanstack/react-query';
import { getQueryClient } from '@/lib/query-client';
import {
approveQuotation,
convertEnquiryToQuotation,
createCustomer,
createQuotationRevision,
markQuotationStatus,
rejectQuotation,
revokeContactShare,
shareContact,
submitQuotationApproval,
updateCustomer
} from './service';
import { crmKeys } from './queries';
import type {
ApprovalActionPayload,
ContactSharePayload,
CustomerMutationPayload,
Quotation
} from './types';
function invalidateCrm() {
return getQueryClient().invalidateQueries({ queryKey: crmKeys.all });
}
export const createCustomerMutation = mutationOptions({
mutationFn: (payload: CustomerMutationPayload) => createCustomer(payload),
onSuccess: invalidateCrm
});
export const updateCustomerMutation = mutationOptions({
mutationFn: ({ id, values }: { id: string; values: CustomerMutationPayload }) =>
updateCustomer(id, values),
onSuccess: invalidateCrm
});
export const convertEnquiryMutation = mutationOptions({
mutationFn: (enquiryId: string) => convertEnquiryToQuotation(enquiryId),
onSuccess: invalidateCrm
});
export const submitApprovalMutation = mutationOptions({
mutationFn: (quotationId: string) => submitQuotationApproval(quotationId),
onSuccess: invalidateCrm
});
export const approveQuotationMutation = mutationOptions({
mutationFn: (payload: ApprovalActionPayload) => approveQuotation(payload),
onSuccess: invalidateCrm
});
export const rejectQuotationMutation = mutationOptions({
mutationFn: (payload: ApprovalActionPayload) => rejectQuotation(payload),
onSuccess: invalidateCrm
});
export const createQuotationRevisionMutation = mutationOptions({
mutationFn: (quotationId: string) => createQuotationRevision(quotationId),
onSuccess: invalidateCrm
});
export const markQuotationStatusMutation = mutationOptions({
mutationFn: ({ quotationId, status }: { quotationId: string; status: Quotation['status'] }) =>
markQuotationStatus(quotationId, status),
onSuccess: invalidateCrm
});
export const shareContactMutation = mutationOptions({
mutationFn: (payload: ContactSharePayload) => shareContact(payload),
onSuccess: invalidateCrm
});
export const revokeContactShareMutation = mutationOptions({
mutationFn: ({ contactId, shareId }: { contactId: string; shareId: string }) =>
revokeContactShare(contactId, shareId),
onSuccess: invalidateCrm
});

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import { queryOptions } from '@tanstack/react-query';
import {
getApprovals,
getCrmDashboardData,
getCrmReferenceData,
getCustomerById,
getCustomers,
getEnquiries,
getEnquiryById,
getQuotationById,
getQuotations
} from './service';
import type {
ApprovalFilters,
CustomerFilters,
EnquiryFilters,
QuotationFilters
} from './types';
export const crmKeys = {
all: ['crm'] as const,
references: () => [...crmKeys.all, 'references'] as const,
dashboard: () => [...crmKeys.all, 'dashboard'] as const,
customers: (filters: CustomerFilters) => [...crmKeys.all, 'customers', filters] as const,
customer: (id: string) => [...crmKeys.all, 'customer', id] as const,
enquiries: (filters: EnquiryFilters) => [...crmKeys.all, 'enquiries', filters] as const,
enquiry: (id: string) => [...crmKeys.all, 'enquiry', id] as const,
quotations: (filters: QuotationFilters) => [...crmKeys.all, 'quotations', filters] as const,
quotation: (id: string) => [...crmKeys.all, 'quotation', id] as const,
approvals: (filters: ApprovalFilters) => [...crmKeys.all, 'approvals', filters] as const
};
export const crmReferenceQueryOptions = () =>
queryOptions({
queryKey: crmKeys.references(),
queryFn: getCrmReferenceData
});
export const crmDashboardQueryOptions = () =>
queryOptions({
queryKey: crmKeys.dashboard(),
queryFn: getCrmDashboardData
});
export const customersQueryOptions = (filters: CustomerFilters) =>
queryOptions({
queryKey: crmKeys.customers(filters),
queryFn: () => getCustomers(filters)
});
export const customerByIdOptions = (id: string) =>
queryOptions({
queryKey: crmKeys.customer(id),
queryFn: () => getCustomerById(id)
});
export const enquiriesQueryOptions = (filters: EnquiryFilters) =>
queryOptions({
queryKey: crmKeys.enquiries(filters),
queryFn: () => getEnquiries(filters)
});
export const enquiryByIdOptions = (id: string) =>
queryOptions({
queryKey: crmKeys.enquiry(id),
queryFn: () => getEnquiryById(id)
});
export const quotationsQueryOptions = (filters: QuotationFilters) =>
queryOptions({
queryKey: crmKeys.quotations(filters),
queryFn: () => getQuotations(filters)
});
export const quotationByIdOptions = (id: string) =>
queryOptions({
queryKey: crmKeys.quotation(id),
queryFn: () => getQuotationById(id)
});
export const approvalsQueryOptions = (filters: ApprovalFilters) =>
queryOptions({
queryKey: crmKeys.approvals(filters),
queryFn: () => getApprovals(filters)
});

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import type {
ApprovalActionPayload,
ApprovalFilters,
ContactSharePayload,
CrmDashboardData,
CrmReferenceData,
Customer,
CustomerDetailResponse,
CustomerFilters,
CustomerMutationPayload,
Enquiry,
EnquiryDetailResponse,
EnquiryFilters,
PaginatedResponse,
Quotation,
QuotationDetailResponse,
QuotationFilters
} from './types';
import { initialCrmState, type CrmMockState } from '../data/mock-crm';
function clone<T>(value: T): T {
return JSON.parse(JSON.stringify(value)) as T;
}
let crmState: CrmMockState = clone(initialCrmState);
function sortItems<T>(items: T[], sort?: string) {
if (!sort) return items;
try {
const parsed = JSON.parse(sort) as Array<{ id: string; desc?: boolean }>;
const [rule] = parsed;
if (!rule) return items;
return [...items].sort((a, b) => {
const av = String((a as Record<string, unknown>)[rule.id] ?? '');
const bv = String((b as Record<string, unknown>)[rule.id] ?? '');
return rule.desc ? bv.localeCompare(av) : av.localeCompare(bv);
});
} catch {
return items;
}
}
function paginate<T>(items: T[], page = 1, limit = 10): PaginatedResponse<T> {
const start = (page - 1) * limit;
return {
items: items.slice(start, start + limit),
totalItems: items.length
};
}
function findBranch(branchId: string) {
return crmState.branches.find((branch) => branch.id === branchId);
}
function findSalesperson(id: string) {
return crmState.salespersons.find((sales) => sales.id === id);
}
export async function getCrmReferenceData(): Promise<CrmReferenceData> {
return clone({
branches: crmState.branches,
salespersons: crmState.salespersons,
masterOptions: crmState.masterOptions,
sequences: crmState.sequences,
templates: crmState.templates
});
}
export async function getCrmDashboardData(): Promise<CrmDashboardData> {
const openEnquiries = crmState.enquiries.filter((enquiry) =>
['new', 'qualifying', 'requirement', 'follow_up'].includes(enquiry.status)
);
const pendingQuotations = crmState.quotations.filter(
(quotation) => quotation.status === 'pending_approval'
);
const wonQuotations = crmState.quotations.filter((quotation) => quotation.status === 'accepted');
const lostQuotations = crmState.quotations.filter((quotation) => quotation.status === 'lost');
const hotQuotations = crmState.quotations.filter((quotation) => quotation.isHotProject);
const dueFollowUps = crmState.quotations.flatMap((quotation) => quotation.followUps).slice(0, 5);
const conversionRate = Math.round(
(wonQuotations.length / Math.max(1, crmState.enquiries.length)) * 100
);
return clone({
metrics: [
{ id: 'm-1', label: 'Total Enquiries', value: String(crmState.enquiries.length), change: '+12%', trend: 'up' },
{ id: 'm-2', label: 'Open Enquiries', value: String(openEnquiries.length), change: '+3', trend: 'up' },
{ id: 'm-3', label: 'Pending Quotations', value: String(pendingQuotations.length), change: '+2', trend: 'up' },
{ id: 'm-4', label: 'Pending Approval', value: String(crmState.approvals.filter((item) => item.status === 'pending').length), change: 'Needs review', trend: 'flat' },
{ id: 'm-5', label: 'Won Amount', value: `${Math.round(wonQuotations.reduce((sum, item) => sum + item.totalAmount, 0) / 1000000)}M`, change: '+18%', trend: 'up' },
{ id: 'm-6', label: 'Lost Amount', value: `${Math.round(lostQuotations.reduce((sum, item) => sum + item.totalAmount, 0) / 1000000)}M`, change: '-6%', trend: 'down' },
{ id: 'm-7', label: 'Conversion Rate', value: `${conversionRate}%`, change: '+4pts', trend: 'up' },
{ id: 'm-8', label: 'Hot Projects', value: String(hotQuotations.length), change: 'Focus', trend: 'flat' },
{ id: 'm-9', label: 'Follow-up Due Today', value: String(dueFollowUps.length), change: 'Today', trend: 'flat' }
],
enquiryPipeline: [
{ label: 'New', value: crmState.enquiries.filter((item) => item.status === 'new').length },
{ label: 'Qualifying', value: crmState.enquiries.filter((item) => item.status === 'qualifying').length },
{ label: 'Requirement', value: crmState.enquiries.filter((item) => item.status === 'requirement').length },
{ label: 'Follow Up', value: crmState.enquiries.filter((item) => item.status === 'follow_up').length },
{ label: 'Converted', value: crmState.enquiries.filter((item) => item.status === 'converted').length }
],
quotationPipeline: [
{ label: 'Draft', value: crmState.quotations.filter((item) => item.status === 'draft').length },
{ label: 'Pending', value: crmState.quotations.filter((item) => item.status === 'pending_approval').length },
{ label: 'Sent', value: crmState.quotations.filter((item) => item.status === 'sent').length },
{ label: 'Accepted', value: crmState.quotations.filter((item) => item.status === 'accepted').length },
{ label: 'Lost', value: crmState.quotations.filter((item) => item.status === 'lost').length }
],
salesPerformance: crmState.salespersons.map((salesperson) => ({
label: salesperson.nickname,
value: crmState.quotations.filter((quotation) => quotation.salesmanId === salesperson.id).length,
secondaryValue: crmState.quotations
.filter((quotation) => quotation.salesmanId === salesperson.id)
.reduce((sum, quotation) => sum + quotation.totalAmount, 0)
})),
competitorAnalysis: [
{ label: 'Apex Dock', value: 3 },
{ label: 'LiftPro', value: 2 },
{ label: 'SunNorth', value: 1 },
{ label: 'Others', value: 2 }
],
wonLostTrend: [
{ label: 'Jan', value: 1, secondaryValue: 0 },
{ label: 'Feb', value: 2, secondaryValue: 1 },
{ label: 'Mar', value: 1, secondaryValue: 1 },
{ label: 'Apr', value: 3, secondaryValue: 1 },
{ label: 'May', value: 2, secondaryValue: 2 },
{ label: 'Jun', value: 2, secondaryValue: 1 }
],
pendingApprovals: crmState.approvals.filter((item) => item.status === 'pending'),
hotQuotations,
dueFollowUps
});
}
export async function getCustomers(filters: CustomerFilters): Promise<PaginatedResponse<Customer>> {
let items = [...crmState.customers];
if (filters.search) {
const search = filters.search.toLowerCase();
items = items.filter(
(customer) =>
customer.name.toLowerCase().includes(search) || customer.code.toLowerCase().includes(search)
);
}
if (filters.status) {
items = items.filter((customer) => customer.customerStatus === filters.status);
}
if (filters.branch) {
items = items.filter((customer) => customer.branchId === filters.branch);
}
items = sortItems(items, filters.sort);
return clone(paginate(items, filters.page, filters.limit));
}
export async function getCustomerById(id: string): Promise<CustomerDetailResponse> {
const customer = crmState.customers.find((item) => item.id === id);
if (!customer) {
throw new Error('Customer not found');
}
return clone({
customer,
contacts: crmState.contacts.filter((contact) => contact.customerId === id),
shares: crmState.contactShares.filter((share) =>
crmState.contacts.some((contact) => contact.id === share.contactId && contact.customerId === id)
),
shareLogs: crmState.contactShareLogs.filter((log) =>
crmState.contacts.some((contact) => contact.id === log.contactId && contact.customerId === id)
),
enquiries: crmState.enquiries.filter((enquiry) => enquiry.customerId === id),
quotations: crmState.quotations.filter((quotation) =>
quotation.customerRoles.some((role) => role.customerId === id)
),
auditEvents: crmState.auditEvents.filter((event) => event.entityId === id),
branch: findBranch(customer.branchId)!
});
}
export async function getEnquiries(filters: EnquiryFilters): Promise<PaginatedResponse<Enquiry>> {
let items = [...crmState.enquiries];
if (filters.search) {
const search = filters.search.toLowerCase();
items = items.filter(
(item) => item.code.toLowerCase().includes(search) || item.title.toLowerCase().includes(search)
);
}
if (filters.status) items = items.filter((item) => item.status === filters.status);
if (filters.productType) items = items.filter((item) => item.productType === filters.productType);
if (filters.salesman) items = items.filter((item) => item.salesmanId === filters.salesman);
if (filters.dateFrom) items = items.filter((item) => item.createdAt >= filters.dateFrom!);
if (filters.dateTo) items = items.filter((item) => item.createdAt <= `${filters.dateTo!}T23:59:59.999Z`);
items = sortItems(items, filters.sort);
return clone(paginate(items, filters.page, filters.limit));
}
export async function getEnquiryById(id: string): Promise<EnquiryDetailResponse> {
const enquiry = crmState.enquiries.find((item) => item.id === id);
if (!enquiry) {
throw new Error('Enquiry not found');
}
const customer = crmState.customers.find((item) => item.id === enquiry.customerId)!;
const contact = crmState.contacts.find((item) => item.id === enquiry.contactId)!;
return clone({
enquiry,
customer,
contact,
quotations: crmState.quotations.filter((quotation) => quotation.enquiryId === id),
branch: findBranch(enquiry.branchId)!,
salesman: findSalesperson(enquiry.salesmanId)!
});
}
export async function getQuotations(
filters: QuotationFilters
): Promise<PaginatedResponse<Quotation>> {
let items = [...crmState.quotations];
if (filters.search) {
const search = filters.search.toLowerCase();
items = items.filter(
(quotation) =>
quotation.code.toLowerCase().includes(search) ||
quotation.project.toLowerCase().includes(search)
);
}
if (filters.status) items = items.filter((quotation) => quotation.status === filters.status);
if (filters.quotationType) items = items.filter((quotation) => quotation.quotationType === filters.quotationType);
if (filters.salesman) items = items.filter((quotation) => quotation.salesmanId === filters.salesman);
if (filters.hot) items = items.filter((quotation) => (filters.hot === 'yes' ? quotation.isHotProject : !quotation.isHotProject));
if (filters.dateFrom) items = items.filter((quotation) => quotation.quotationDate >= filters.dateFrom!);
if (filters.dateTo) items = items.filter((quotation) => quotation.quotationDate <= filters.dateTo!);
items = sortItems(items, filters.sort);
return clone(paginate(items, filters.page, filters.limit));
}
export async function getQuotationById(id: string): Promise<QuotationDetailResponse> {
const quotation = crmState.quotations.find((item) => item.id === id);
if (!quotation) {
throw new Error('Quotation not found');
}
const enquiry = crmState.enquiries.find((item) => item.id === quotation.enquiryId)!;
const customerIds = [...new Set(quotation.customerRoles.map((role) => role.customerId))];
const contactIds = [...new Set(quotation.customerRoles.map((role) => role.contactId).filter(Boolean))] as string[];
return clone({
quotation,
enquiry,
customers: crmState.customers.filter((item) => customerIds.includes(item.id)),
contacts: crmState.contacts.filter((item) => contactIds.includes(item.id)),
branch: findBranch(quotation.branchId)!,
salesman: findSalesperson(quotation.salesmanId)!,
saleAdmin: findSalesperson(quotation.saleAdminId)!,
auditEvents: crmState.auditEvents.filter((event) => quotation.auditEventIds.includes(event.id))
});
}
export async function getApprovals(filters: ApprovalFilters) {
let items = [...crmState.approvals];
if (filters.branch) items = items.filter((item) => item.branchId === filters.branch);
if (filters.status) items = items.filter((item) => item.status === filters.status);
return clone(paginate(items, filters.page, filters.limit));
}
export async function createCustomer(values: CustomerMutationPayload) {
const customer: Customer = { id: `cus-${Date.now()}`, contactIds: [], ...values };
crmState.customers.unshift(customer);
return clone(customer);
}
export async function updateCustomer(id: string, values: CustomerMutationPayload) {
crmState.customers = crmState.customers.map((customer) =>
customer.id === id ? { ...customer, ...values } : customer
);
return getCustomerById(id);
}
export async function convertEnquiryToQuotation(enquiryId: string) {
const enquiry = crmState.enquiries.find((item) => item.id === enquiryId);
if (!enquiry) throw new Error('Enquiry not found');
const nextId = `qt-${Date.now()}`;
const newQuotation: Quotation = {
id: nextId,
code: `QT2606-${String(crmState.quotations.length + 1).padStart(3, '0')}`,
enquiryId,
quotationDate: '2026-06-11',
validUntil: '2026-07-11',
quotationType: 'official',
project: enquiry.title,
siteLocation: enquiry.projectLocation,
customerRoles: [{ role: 'owner', customerId: enquiry.customerId, contactId: enquiry.contactId }],
salesmanId: enquiry.salesmanId,
saleAdminId: 'sp-2',
branchId: enquiry.branchId,
status: 'draft',
revision: 0,
totalAmount: enquiry.expectedValue,
chancePercent: enquiry.chancePercent,
isHotProject: enquiry.chancePercent >= 70,
items: [{ id: `${nextId}-item-1`, topic: 'Scope', description: enquiry.requirementSummary, quantity: 1, unit: 'lot', unitPrice: enquiry.expectedValue, amount: enquiry.expectedValue }],
topics: [
{ id: `${nextId}-topic-1`, type: 'scope', label: 'Scope', items: [enquiry.requirementSummary] },
{ id: `${nextId}-topic-2`, type: 'exclusion', label: 'Exclusion', items: ['To be confirmed'] },
{ id: `${nextId}-topic-3`, type: 'payment', label: 'Payment', items: ['Pending setup'] }
],
followUps: [],
attachments: [],
approvalSteps: [],
auditEventIds: []
};
crmState.quotations.unshift(newQuotation);
crmState.enquiries = crmState.enquiries.map((item) =>
item.id === enquiryId
? {
...item,
status: 'converted',
quotationIds: [...item.quotationIds, nextId],
activities: [
...item.activities,
{
id: `${enquiryId}-activity-${Date.now()}`,
type: 'CONVERT',
title: 'Convert to quotation',
detail: `สร้าง ${newQuotation.code}`,
actorName: 'CRM Demo',
createdAt: '2026-06-11T10:00:00.000Z'
}
]
}
: item
);
return clone(newQuotation);
}
export async function submitQuotationApproval(quotationId: string) {
crmState.quotations = crmState.quotations.map((quotation) =>
quotation.id === quotationId
? {
...quotation,
status: 'pending_approval',
approvalSteps:
quotation.approvalSteps.length > 0
? quotation.approvalSteps
: [
{ id: `${quotationId}-ap-1`, level: 1, approverName: 'Sales Director', approverPosition: 'Director', status: 'pending' }
]
}
: quotation
);
}
export async function approveQuotation(payload: ApprovalActionPayload) {
crmState.quotations = crmState.quotations.map((quotation) => {
if (quotation.id !== payload.quotationId) return quotation;
const nextSteps = quotation.approvalSteps.map((step, index) =>
index === quotation.approvalSteps.findIndex((item) => item.status === 'pending')
? {
...step,
status: 'approved',
actedAt: '2026-06-11T11:00:00.000Z',
comment: payload.comment
}
: step
);
const hasPending = nextSteps.some((step) => step.status === 'pending');
return {
...quotation,
approvalSteps: nextSteps,
status: hasPending ? 'pending_approval' : 'approved',
approvedPdfUrl: hasPending ? quotation.approvedPdfUrl : `/mock/${quotation.code.toLowerCase()}.pdf`
};
});
crmState.approvals = crmState.approvals.map((item) =>
item.quotationId === payload.quotationId ? { ...item, status: 'approved' } : item
);
}
export async function rejectQuotation(payload: ApprovalActionPayload) {
crmState.quotations = crmState.quotations.map((quotation) =>
quotation.id === payload.quotationId
? {
...quotation,
status: 'rejected',
approvalSteps: quotation.approvalSteps.map((step, index) =>
index === quotation.approvalSteps.findIndex((item) => item.status === 'pending')
? {
...step,
status: 'rejected',
actedAt: '2026-06-11T11:30:00.000Z',
comment: payload.comment
}
: step
)
}
: quotation
);
crmState.approvals = crmState.approvals.map((item) =>
item.quotationId === payload.quotationId ? { ...item, status: 'rejected' } : item
);
}
export async function createQuotationRevision(quotationId: string) {
const quotation = crmState.quotations.find((item) => item.id === quotationId);
if (!quotation) throw new Error('Quotation not found');
const revisionNumber = quotation.revision + 1;
const newQuotation: Quotation = {
...clone(quotation),
id: `${quotationId}-rev-${revisionNumber}`,
code: `${quotation.code}-R${String(revisionNumber).padStart(2, '0')}`,
revision: revisionNumber,
status: 'revised',
totalAmount: quotation.totalAmount + 125000
};
crmState.quotations.unshift(newQuotation);
return clone(newQuotation);
}
export async function markQuotationStatus(quotationId: string, status: Quotation['status']) {
crmState.quotations = crmState.quotations.map((quotation) =>
quotation.id === quotationId ? { ...quotation, status } : quotation
);
}
export async function shareContact(payload: ContactSharePayload) {
const share = {
id: `share-${Date.now()}`,
createdAt: '2026-06-11T12:00:00.000Z',
...payload
};
crmState.contactShares.unshift(share);
crmState.contactShareLogs.unshift({
id: `share-log-${Date.now()}`,
contactId: payload.contactId,
action: 'SHARE',
targetUserName: payload.sharedWithUserName,
actorName: 'CRM Demo',
createdAt: '2026-06-11T12:00:00.000Z'
});
}
export async function revokeContactShare(contactId: string, shareId: string) {
const current = crmState.contactShares.find((share) => share.id === shareId);
crmState.contactShares = crmState.contactShares.filter((share) => share.id !== shareId);
if (current) {
crmState.contactShareLogs.unshift({
id: `share-log-${Date.now()}`,
contactId,
action: 'REVOKE',
targetUserName: current.sharedWithUserName,
actorName: 'CRM Demo',
createdAt: '2026-06-11T12:30:00.000Z'
});
}
}

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export type CrmStatusTone = 'default' | 'secondary' | 'outline' | 'destructive';
export interface CrmBranch {
id: string;
code: string;
name: string;
region: string;
}
export interface CrmSalesperson {
id: string;
name: string;
nickname: string;
branchId: string;
role: 'sales' | 'sale_admin' | 'manager';
}
export interface CustomerContact {
id: string;
customerId: string;
name: string;
position: string;
email: string;
phone: string;
lineId?: string;
isPrimary?: boolean;
}
export interface ContactShareLog {
id: string;
contactId: string;
action: 'SHARE' | 'REVOKE';
targetUserName: string;
actorName: string;
createdAt: string;
}
export interface ContactShare {
id: string;
contactId: string;
sharedWithUserId: string;
sharedWithUserName: string;
permission: 'view' | 'edit';
createdAt: string;
}
export interface Customer {
id: string;
code: string;
name: string;
taxId: string;
address: string;
province: string;
district: string;
subDistrict: string;
postalCode: string;
phone: string;
fax?: string;
email: string;
customerType: 'developer' | 'contractor' | 'owner' | 'consultant';
customerStatus: 'active' | 'prospect' | 'inactive';
branchId: string;
contactIds: string[];
}
export type EnquiryStatus =
| 'new'
| 'qualifying'
| 'requirement'
| 'follow_up'
| 'converted'
| 'closed_lost'
| 'cancelled';
export interface EnquiryActivity {
id: string;
type: 'CALL' | 'MEETING' | 'VISIT' | 'NOTE' | 'UPDATE' | 'CONVERT';
title: string;
detail: string;
actorName: string;
createdAt: string;
}
export interface Enquiry {
id: string;
code: string;
title: string;
customerId: string;
contactId: string;
branchId: string;
salesmanId: string;
productType: 'crane' | 'dockdoor' | 'solarcell';
status: EnquiryStatus;
requirementSummary: string;
projectLocation: string;
chancePercent: number;
competitor: string;
expectedValue: number;
dueDate: string;
createdAt: string;
updatedAt: string;
quotationIds: string[];
activities: EnquiryActivity[];
}
export type QuotationStatus =
| 'draft'
| 'pending_approval'
| 'approved'
| 'rejected'
| 'sent'
| 'accepted'
| 'lost'
| 'cancelled'
| 'revised';
export interface QuotationCustomerRole {
role: 'owner' | 'consultant' | 'contractor' | 'billing';
customerId: string;
contactId?: string;
}
export interface QuotationItem {
id: string;
topic: string;
description: string;
quantity: number;
unit: string;
unitPrice: number;
amount: number;
}
export interface QuotationTopic {
id: string;
type: 'scope' | 'exclusion' | 'payment';
label: string;
items: string[];
}
export interface QuotationFollowUp {
id: string;
title: string;
dueDate: string;
ownerName: string;
status: 'open' | 'done';
}
export interface QuotationAttachment {
id: string;
fileName: string;
fileType: 'pdf' | 'doc' | 'xls' | 'zip';
uploadedAt: string;
}
export interface ApprovalStep {
id: string;
level: number;
approverName: string;
approverPosition: string;
status: 'pending' | 'approved' | 'rejected';
actedAt?: string;
comment?: string;
}
export interface Quotation {
id: string;
code: string;
enquiryId: string;
quotationDate: string;
validUntil: string;
quotationType: 'budgetary' | 'official' | 'service';
project: string;
siteLocation: string;
customerRoles: QuotationCustomerRole[];
salesmanId: string;
saleAdminId: string;
branchId: string;
status: QuotationStatus;
revision: number;
totalAmount: number;
chancePercent: number;
isHotProject: boolean;
approvedPdfUrl?: string;
approvalSnapshot?: string;
items: QuotationItem[];
topics: QuotationTopic[];
followUps: QuotationFollowUp[];
attachments: QuotationAttachment[];
approvalSteps: ApprovalStep[];
auditEventIds: string[];
}
export interface ApprovalItem {
id: string;
quotationId: string;
quotationCode: string;
amount: number;
productType: string;
branchId: string;
submitterName: string;
approverLevel: number;
status: 'pending' | 'approved' | 'rejected';
}
export interface AuditEvent {
id: string;
entityType: 'customer' | 'enquiry' | 'quotation' | 'approval';
entityId: string;
action: 'CREATE' | 'UPDATE' | 'SEND' | 'APPROVE' | 'REJECT' | 'CONVERT' | 'REVISE';
actorName: string;
detail: string;
createdAt: string;
}
export interface DocumentSequence {
id: string;
documentType: 'enquiry' | 'quotation' | 'quotation_revision';
prefix: string;
period: string;
branchId: string;
currentNumber: number;
paddingLength: number;
}
export interface MasterOption {
id: string;
group: 'status' | 'product_type' | 'payment_term' | 'currency' | 'tax_rate';
code: string;
label: string;
description?: string;
active: boolean;
}
export interface TemplateMapping {
id: string;
key: string;
placeholder: string;
sourceField: string;
}
export interface QuotationTemplate {
id: string;
name: string;
version: string;
branchId?: string;
description: string;
mappings: TemplateMapping[];
}
export interface CrmDashboardMetric {
id: string;
label: string;
value: string;
change: string;
trend: 'up' | 'down' | 'flat';
tone?: CrmStatusTone;
}
export interface CrmChartDatum {
label: string;
value: number;
secondaryValue?: number;
}
export interface CrmDashboardData {
metrics: CrmDashboardMetric[];
enquiryPipeline: CrmChartDatum[];
quotationPipeline: CrmChartDatum[];
salesPerformance: CrmChartDatum[];
competitorAnalysis: CrmChartDatum[];
wonLostTrend: CrmChartDatum[];
pendingApprovals: ApprovalItem[];
hotQuotations: Quotation[];
dueFollowUps: QuotationFollowUp[];
}
export interface CustomerFilters {
page?: number;
limit?: number;
search?: string;
status?: string;
branch?: string;
sort?: string;
}
export interface EnquiryFilters {
page?: number;
limit?: number;
search?: string;
status?: string;
productType?: string;
salesman?: string;
dateFrom?: string;
dateTo?: string;
sort?: string;
}
export interface QuotationFilters {
page?: number;
limit?: number;
search?: string;
status?: string;
quotationType?: string;
salesman?: string;
hot?: string;
dateFrom?: string;
dateTo?: string;
sort?: string;
}
export interface ApprovalFilters {
page?: number;
limit?: number;
branch?: string;
status?: string;
}
export interface PaginatedResponse<T> {
items: T[];
totalItems: number;
summary?: {
activeFilters: number;
};
}
export interface CustomerDetailResponse {
customer: Customer;
contacts: CustomerContact[];
shares: ContactShare[];
shareLogs: ContactShareLog[];
enquiries: Enquiry[];
quotations: Quotation[];
auditEvents: AuditEvent[];
branch: CrmBranch;
}
export interface EnquiryDetailResponse {
enquiry: Enquiry;
customer: Customer;
contact: CustomerContact;
quotations: Quotation[];
branch: CrmBranch;
salesman: CrmSalesperson;
}
export interface QuotationDetailResponse {
quotation: Quotation;
enquiry: Enquiry;
customers: Customer[];
contacts: CustomerContact[];
branch: CrmBranch;
salesman: CrmSalesperson;
saleAdmin: CrmSalesperson;
auditEvents: AuditEvent[];
}
export interface CrmReferenceData {
branches: CrmBranch[];
salespersons: CrmSalesperson[];
masterOptions: MasterOption[];
sequences: DocumentSequence[];
templates: QuotationTemplate[];
}
export interface CustomerMutationPayload {
id?: string;
code: string;
name: string;
taxId: string;
email: string;
phone: string;
customerType: Customer['customerType'];
customerStatus: Customer['customerStatus'];
branchId: string;
address: string;
province: string;
district: string;
subDistrict: string;
postalCode: string;
}
export interface ApprovalActionPayload {
quotationId: string;
comment?: string;
}
export interface ContactSharePayload {
contactId: string;
sharedWithUserId: string;
sharedWithUserName: string;
permission: 'view' | 'edit';
}

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'use client';
import { useState } from 'react';
import { useMutation, useSuspenseQuery } from '@tanstack/react-query';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger
} from '@/components/ui/dialog';
import { Input } from '@/components/ui/input';
import { approvalsQueryOptions, crmReferenceQueryOptions } from '../api/queries';
import { approveQuotationMutation, rejectQuotationMutation } from '../api/mutations';
import { BranchBadge, SectionCard, TimelineList } from './shared';
import { formatCurrency } from '../utils/format';
function DecisionDialog({
label,
description,
isPending,
onConfirm
}: {
label: string;
description: string;
isPending: boolean;
onConfirm: (comment: string) => void;
}) {
const [comment, setComment] = useState('');
return (
<Dialog>
<DialogTrigger asChild>
<Button variant='outline' size='sm'>
{label}
</Button>
</DialogTrigger>
<DialogContent>
<DialogHeader>
<DialogTitle>{label}</DialogTitle>
<DialogDescription>{description}</DialogDescription>
</DialogHeader>
<Input value={comment} onChange={(event) => setComment(event.target.value)} placeholder='Comment' />
<DialogFooter>
<Button isLoading={isPending} onClick={() => onConfirm(comment)}>
Confirm
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}
export function ApprovalsPage() {
const { data } = useSuspenseQuery(approvalsQueryOptions({ page: 1, limit: 10 }));
const { data: reference } = useSuspenseQuery(crmReferenceQueryOptions());
const baseApproveMutation = approveQuotationMutation;
const baseRejectMutation = rejectQuotationMutation;
const approveMutation = useMutation({
...baseApproveMutation,
onSuccess: async (...args) => {
await baseApproveMutation.onSuccess?.(...args);
toast.success('Approve mock สำเร็จ');
}
});
const rejectMutation = useMutation({
...baseRejectMutation,
onSuccess: async (...args) => {
await baseRejectMutation.onSuccess?.(...args);
toast.success('Reject mock สำเร็จ');
}
});
return (
<div className='grid gap-4 xl:grid-cols-12'>
<SectionCard
title='Pending Approval List'
description='Sequential approval MVP'
className='xl:col-span-7'
>
<div className='space-y-3'>
{data.items.map((item) => {
const branch = reference.branches.find((value) => value.id === item.branchId);
return (
<div key={item.id} className='rounded-xl border bg-muted/10 p-4'>
<div className='flex flex-wrap items-start justify-between gap-3'>
<div>
<div className='flex items-center gap-2'>
<p className='font-semibold'>{item.quotationCode}</p>
{branch ? <BranchBadge branch={branch} /> : null}
</div>
<p className='text-muted-foreground mt-1 text-sm'>
{item.productType} / Submitter: {item.submitterName}
</p>
<p className='mt-2 text-sm font-medium'>
Level {item.approverLevel} / {formatCurrency(item.amount)}
</p>
</div>
<div className='flex gap-2'>
<DecisionDialog
label='Approve'
description='อนุมัติ quotation mock นี้'
isPending={approveMutation.isPending}
onConfirm={(comment) =>
approveMutation.mutate({ quotationId: item.quotationId, comment })
}
/>
<DecisionDialog
label='Reject'
description='Reject quotation mock นี้'
isPending={rejectMutation.isPending}
onConfirm={(comment) =>
rejectMutation.mutate({ quotationId: item.quotationId, comment })
}
/>
</div>
</div>
</div>
);
})}
</div>
</SectionCard>
<SectionCard
title='Approval Timeline'
description='ภาพรวมเส้นทางการอนุมัติ'
className='xl:col-span-5'
>
<TimelineList
items={data.items.map((item) => ({
id: item.id,
title: `${item.quotationCode} / Level ${item.approverLevel}`,
detail: `${item.submitterName} ส่งอนุมัติสำหรับ ${item.productType}`,
timestamp: '2026-06-11'
}))}
/>
</SectionCard>
</div>
);
}

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'use client';
import { useSuspenseQuery } from '@tanstack/react-query';
import { Area, AreaChart, Bar, BarChart, CartesianGrid, Cell, Pie, PieChart, XAxis, YAxis } from 'recharts';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { ChartContainer, ChartTooltip, ChartTooltipContent } from '@/components/ui/chart';
import { crmDashboardQueryOptions } from '../api/queries';
import { KpiCard, QuotationStatusBadge, RelatedQuotationList, SectionCard } from './shared';
import { formatCurrency, formatDate } from '../utils/format';
const chartConfig = {
primary: { label: 'Primary', color: 'var(--chart-1)' },
secondary: { label: 'Secondary', color: 'var(--chart-2)' },
tertiary: { label: 'Tertiary', color: 'var(--chart-3)' }
};
export function CrmDashboardPage() {
const { data } = useSuspenseQuery(crmDashboardQueryOptions());
return (
<div className='space-y-6'>
<div className='grid gap-4 md:grid-cols-2 xl:grid-cols-3 2xl:grid-cols-5'>
{data.metrics.map((metric) => (
<KpiCard
key={metric.id}
label={metric.label}
value={metric.value}
change={metric.change}
trend={metric.trend}
/>
))}
</div>
<div className='grid gap-4 xl:grid-cols-12'>
<Card className='xl:col-span-5'>
<CardHeader>
<CardTitle>Enquiry Pipeline</CardTitle>
<CardDescription> opportunity </CardDescription>
</CardHeader>
<CardContent>
<ChartContainer config={chartConfig}>
<BarChart data={data.enquiryPipeline}>
<CartesianGrid vertical={false} />
<XAxis dataKey='label' tickLine={false} axisLine={false} />
<YAxis allowDecimals={false} />
<ChartTooltip content={<ChartTooltipContent />} />
<Bar dataKey='value' radius={8} fill='var(--chart-1)' />
</BarChart>
</ChartContainer>
</CardContent>
</Card>
<Card className='xl:col-span-4'>
<CardHeader>
<CardTitle>Quotation Pipeline</CardTitle>
<CardDescription></CardDescription>
</CardHeader>
<CardContent>
<ChartContainer config={chartConfig}>
<PieChart>
<Pie data={data.quotationPipeline} dataKey='value' nameKey='label' innerRadius={56} outerRadius={92}>
{data.quotationPipeline.map((entry, index) => (
<Cell
key={entry.label}
fill={['var(--chart-1)', 'var(--chart-2)', 'var(--chart-3)', 'var(--chart-4)', 'var(--chart-5)'][index % 5]}
/>
))}
</Pie>
<ChartTooltip content={<ChartTooltipContent />} />
</PieChart>
</ChartContainer>
</CardContent>
</Card>
<Card className='xl:col-span-3'>
<CardHeader>
<CardTitle>Competitor Analysis</CardTitle>
<CardDescription> pipeline</CardDescription>
</CardHeader>
<CardContent className='space-y-3'>
{data.competitorAnalysis.map((item) => (
<div key={item.label} className='space-y-1'>
<div className='flex items-center justify-between text-sm'>
<span>{item.label}</span>
<span className='font-medium'>{item.value}</span>
</div>
<div className='bg-muted h-2 rounded-full'>
<div
className='bg-primary h-2 rounded-full'
style={{ width: `${(item.value / 4) * 100}%` }}
/>
</div>
</div>
))}
</CardContent>
</Card>
</div>
<div className='grid gap-4 xl:grid-cols-12'>
<Card className='xl:col-span-6'>
<CardHeader>
<CardTitle>Sales Performance</CardTitle>
<CardDescription> quotation salesperson</CardDescription>
</CardHeader>
<CardContent>
<ChartContainer config={chartConfig}>
<BarChart data={data.salesPerformance}>
<CartesianGrid vertical={false} />
<XAxis dataKey='label' tickLine={false} axisLine={false} />
<YAxis allowDecimals={false} />
<ChartTooltip content={<ChartTooltipContent />} />
<Bar dataKey='value' fill='var(--chart-2)' radius={8} />
</BarChart>
</ChartContainer>
</CardContent>
</Card>
<Card className='xl:col-span-6'>
<CardHeader>
<CardTitle>Won / Lost Trend</CardTitle>
<CardDescription></CardDescription>
</CardHeader>
<CardContent>
<ChartContainer config={chartConfig}>
<AreaChart data={data.wonLostTrend}>
<CartesianGrid vertical={false} />
<XAxis dataKey='label' tickLine={false} axisLine={false} />
<YAxis allowDecimals={false} />
<ChartTooltip content={<ChartTooltipContent />} />
<Area type='monotone' dataKey='value' stroke='var(--chart-1)' fill='var(--chart-1)' fillOpacity={0.2} />
<Area type='monotone' dataKey='secondaryValue' stroke='var(--chart-3)' fill='var(--chart-3)' fillOpacity={0.12} />
</AreaChart>
</ChartContainer>
</CardContent>
</Card>
</div>
<div className='grid gap-4 xl:grid-cols-12'>
<SectionCard title='Pending Approvals' description='รายการที่ต้องตัดสินใจวันนี้' className='xl:col-span-4'>
<div className='space-y-3'>
{data.pendingApprovals.map((item) => (
<div key={item.id} className='rounded-lg border p-3'>
<div className='flex items-center justify-between gap-3'>
<p className='font-medium'>{item.quotationCode}</p>
<QuotationStatusBadge status='pending_approval' />
</div>
<p className='text-muted-foreground mt-1 text-sm'>{item.productType} / Approver Level {item.approverLevel}</p>
<p className='mt-2 text-sm font-medium'>{formatCurrency(item.amount)}</p>
</div>
))}
</div>
</SectionCard>
<SectionCard title='Hot Projects' description='ดีลที่ต้องติดตามใกล้ชิด' className='xl:col-span-5'>
<RelatedQuotationList quotations={data.hotQuotations} />
</SectionCard>
<SectionCard title='Follow-ups Due Today' description='กิจกรรมติดตามที่ครบกำหนด' className='xl:col-span-3'>
<div className='space-y-3'>
{data.dueFollowUps.map((item) => (
<div key={item.id} className='rounded-lg border p-3'>
<p className='font-medium'>{item.title}</p>
<p className='text-muted-foreground mt-1 text-sm'>Owner: {item.ownerName}</p>
<p className='text-muted-foreground text-sm'>Due: {formatDate(item.dueDate)}</p>
</div>
))}
</div>
</SectionCard>
</div>
</div>
);
}

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'use client';
import { useState } from 'react';
import { useMutation, useSuspenseQuery } from '@tanstack/react-query';
import { toast } from 'sonner';
import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { customerByIdOptions } from '../api/queries';
import { revokeContactShareMutation, shareContactMutation } from '../api/mutations';
import {
AuditTimeline,
EmptyState,
InfoGrid,
RelatedQuotationList,
SectionCard,
TimelineList
} from './shared';
import { formatDate } from '../utils/format';
export function CustomerDetailPage({ id }: { id: string }) {
const { data } = useSuspenseQuery(customerByIdOptions(id));
const [targetUserName, setTargetUserName] = useState('');
const baseShareMutation = shareContactMutation;
const baseRevokeMutation = revokeContactShareMutation;
const shareMutation = useMutation({
...baseShareMutation,
onSuccess: async (...args) => {
await baseShareMutation.onSuccess?.(...args);
toast.success('แชร์ contact mock สำเร็จ');
setTargetUserName('');
}
});
const revokeMutation = useMutation({
...baseRevokeMutation,
onSuccess: async (...args) => {
await baseRevokeMutation.onSuccess?.(...args);
toast.success('ยกเลิกแชร์ contact mock สำเร็จ');
}
});
const primaryContact = data.contacts.find((contact) => contact.isPrimary) ?? data.contacts[0];
return (
<div className='space-y-4'>
<InfoGrid
cols={4}
items={[
{ label: 'Customer Code', value: data.customer.code },
{ label: 'Primary Contact', value: primaryContact?.name ?? '-' },
{ label: 'Branch', value: data.branch.name },
{
label: 'Last Activity',
value: data.auditEvents[0] ? formatDate(data.auditEvents[0].createdAt) : '-'
}
]}
/>
<Tabs defaultValue='overview' className='space-y-4'>
<TabsList>
<TabsTrigger value='overview'>Overview</TabsTrigger>
<TabsTrigger value='contacts'>Contacts</TabsTrigger>
<TabsTrigger value='shared'>Shared Contacts</TabsTrigger>
<TabsTrigger value='enquiries'>Enquiries</TabsTrigger>
<TabsTrigger value='quotations'>Quotations</TabsTrigger>
<TabsTrigger value='activity'>Activity Log</TabsTrigger>
</TabsList>
<TabsContent value='overview'>
<SectionCard title='Customer Overview'>
<InfoGrid
cols={3}
items={[
{ label: 'Tax ID', value: data.customer.taxId },
{ label: 'Email', value: data.customer.email },
{ label: 'Phone', value: data.customer.phone },
{
label: 'Address',
value: `${data.customer.address}, ${data.customer.subDistrict}`
},
{ label: 'District', value: data.customer.district },
{ label: 'Province', value: data.customer.province }
]}
/>
</SectionCard>
</TabsContent>
<TabsContent value='contacts'>
<SectionCard title='Customer Contacts'>
<div className='grid gap-3 md:grid-cols-2'>
{data.contacts.map((contact) => (
<div key={contact.id} className='rounded-lg border p-4'>
<div className='flex items-center justify-between gap-2'>
<p className='font-medium'>{contact.name}</p>
{contact.isPrimary ? (
<span className='text-primary text-xs'>Primary</span>
) : null}
</div>
<p className='text-muted-foreground text-sm'>{contact.position}</p>
<p className='mt-2 text-sm'>{contact.email}</p>
<p className='text-sm'>{contact.phone}</p>
</div>
))}
</div>
</SectionCard>
</TabsContent>
<TabsContent value='shared'>
<SectionCard title='Share Contact' description='Mock contact sharing UI'>
<div className='flex flex-col gap-3 md:flex-row'>
<Input
placeholder='ชื่อผู้ใช้ที่ต้องการแชร์'
value={targetUserName}
onChange={(event) => setTargetUserName(event.target.value)}
/>
<Button
isLoading={shareMutation.isPending}
onClick={() =>
primaryContact &&
targetUserName &&
shareMutation.mutate({
contactId: primaryContact.id,
sharedWithUserId: `mock-${targetUserName}`,
sharedWithUserName: targetUserName,
permission: 'view'
})
}
>
Contact
</Button>
</div>
<div className='mt-4 space-y-3'>
{data.shares.length === 0 ? (
<EmptyState
title='ยังไม่มีการแชร์ contact'
description='เริ่มจากกรอกชื่อผู้ใช้ด้านบน'
/>
) : (
data.shares.map((share) => (
<div
key={share.id}
className='flex flex-wrap items-center justify-between gap-3 rounded-lg border p-3'
>
<div>
<p className='font-medium'>{share.sharedWithUserName}</p>
<p className='text-muted-foreground text-sm'>
Permission: {share.permission}
</p>
</div>
<Button
variant='outline'
size='sm'
isLoading={revokeMutation.isPending}
onClick={() =>
revokeMutation.mutate({
contactId: share.contactId,
shareId: share.id
})
}
>
Revoke
</Button>
</div>
))
)}
</div>
<div className='mt-6'>
<TimelineList
items={data.shareLogs.map((log) => ({
id: log.id,
title: log.action,
detail: `${log.targetUserName} โดย ${log.actorName}`,
timestamp: log.createdAt,
tone: log.action === 'SHARE' ? 'success' : 'danger'
}))}
/>
</div>
</SectionCard>
</TabsContent>
<TabsContent value='enquiries'>
<SectionCard title='Customer Enquiries'>
<div className='space-y-3'>
{data.enquiries.map((enquiry) => (
<div key={enquiry.id} className='rounded-lg border p-3'>
<p className='font-medium'>{enquiry.code}</p>
<p className='text-muted-foreground text-sm'>{enquiry.title}</p>
</div>
))}
</div>
</SectionCard>
</TabsContent>
<TabsContent value='quotations'>
<RelatedQuotationList quotations={data.quotations} />
</TabsContent>
<TabsContent value='activity'>
<SectionCard title='Activity Log'>
<AuditTimeline events={data.auditEvents} />
</SectionCard>
</TabsContent>
</Tabs>
</div>
);
}

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'use client';
import { useEffect } from 'react';
import { useMutation, useSuspenseQuery } from '@tanstack/react-query';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import {
Sheet,
SheetContent,
SheetDescription,
SheetFooter,
SheetHeader,
SheetTitle
} from '@/components/ui/sheet';
import { useAppForm, useFormFields } from '@/components/ui/tanstack-form';
import { crmReferenceQueryOptions } from '../api/queries';
import { createCustomerMutation, updateCustomerMutation } from '../api/mutations';
import type { Customer } from '../api/types';
import { customerStatusOptions } from '../data/options';
import { customerSchema, type CustomerFormValues } from '../schemas/customer';
const customerTypeOptions = [
{ value: 'developer', label: 'Developer' },
{ value: 'contractor', label: 'Contractor' },
{ value: 'owner', label: 'Owner' },
{ value: 'consultant', label: 'Consultant' }
];
export function CustomerFormSheet({
open,
onOpenChange,
customer
}: {
open: boolean;
onOpenChange: (open: boolean) => void;
customer?: Customer;
}) {
const { data: reference } = useSuspenseQuery(crmReferenceQueryOptions());
const { FormTextField, FormSelectField } = useFormFields<CustomerFormValues>();
const isEdit = !!customer;
const baseCreateMutation = createCustomerMutation;
const baseUpdateMutation = updateCustomerMutation;
const createMutation = useMutation({
...baseCreateMutation,
onSuccess: async (...args) => {
await baseCreateMutation.onSuccess?.(...args);
toast.success('สร้าง customer mock สำเร็จ');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'บันทึกไม่สำเร็จ')
});
const updateMutation = useMutation({
...baseUpdateMutation,
onSuccess: async (...args) => {
await baseUpdateMutation.onSuccess?.(...args);
toast.success('อัปเดต customer mock สำเร็จ');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'บันทึกไม่สำเร็จ')
});
const form = useAppForm({
defaultValues: {
code: customer?.code ?? '',
name: customer?.name ?? '',
taxId: customer?.taxId ?? '',
email: customer?.email ?? '',
phone: customer?.phone ?? '',
customerType: customer?.customerType ?? 'developer',
customerStatus: customer?.customerStatus ?? 'active',
branchId: customer?.branchId ?? reference.branches[0]?.id ?? '',
address: customer?.address ?? '',
province: customer?.province ?? '',
district: customer?.district ?? '',
subDistrict: customer?.subDistrict ?? '',
postalCode: customer?.postalCode ?? ''
} as CustomerFormValues,
validators: {
onSubmit: customerSchema
},
onSubmit: async ({ value }) => {
if (isEdit && customer) {
await updateMutation.mutateAsync({ id: customer.id, values: value });
return;
}
await createMutation.mutateAsync(value);
}
});
useEffect(() => {
if (!open) return;
form.reset({
code: customer?.code ?? '',
name: customer?.name ?? '',
taxId: customer?.taxId ?? '',
email: customer?.email ?? '',
phone: customer?.phone ?? '',
customerType: customer?.customerType ?? 'developer',
customerStatus: customer?.customerStatus ?? 'active',
branchId: customer?.branchId ?? reference.branches[0]?.id ?? '',
address: customer?.address ?? '',
province: customer?.province ?? '',
district: customer?.district ?? '',
subDistrict: customer?.subDistrict ?? '',
postalCode: customer?.postalCode ?? ''
});
}, [customer, form, open, reference.branches]);
const isPending = createMutation.isPending || updateMutation.isPending;
return (
<Sheet open={open} onOpenChange={onOpenChange}>
<SheetContent className='sm:max-w-2xl'>
<SheetHeader>
<SheetTitle>{isEdit ? 'แก้ไข Customer' : 'สร้าง Customer'}</SheetTitle>
<SheetDescription>
mock form pattern repo service
</SheetDescription>
</SheetHeader>
<div className='max-h-[calc(100vh-10rem)] overflow-auto pr-2'>
<form.AppForm>
<form.Form id='customer-form' className='grid gap-2 md:grid-cols-2'>
<FormTextField name='code' label='Customer Code' required placeholder='CUS-BKK-006' />
<FormTextField
name='name'
label='Customer Name'
required
placeholder='ALLA Distribution'
/>
<FormTextField name='taxId' label='Tax ID' required placeholder='0105556...' />
<FormTextField
name='email'
label='Email'
required
type='email'
placeholder='contact@example.com'
/>
<FormTextField name='phone' label='Phone' required placeholder='02-000-0000' />
<FormSelectField
name='customerType'
label='Customer Type'
required
options={customerTypeOptions}
/>
<FormSelectField
name='customerStatus'
label='Status'
required
options={customerStatusOptions.map((item) => ({
value: item.value,
label: item.label
}))}
/>
<FormSelectField
name='branchId'
label='Branch'
required
options={reference.branches.map((branch) => ({
value: branch.id,
label: branch.name
}))}
/>
<div className='md:col-span-2'>
<FormTextField
name='address'
label='Address'
required
placeholder='123 Main Road'
/>
</div>
<FormTextField name='province' label='Province' required placeholder='Bangkok' />
<FormTextField
name='district'
label='District'
required
placeholder='Chatuchak'
/>
<FormTextField
name='subDistrict'
label='Sub District'
required
placeholder='Chom Phon'
/>
<FormTextField
name='postalCode'
label='Postal Code'
required
placeholder='10900'
/>
</form.Form>
</form.AppForm>
</div>
<SheetFooter>
<Button type='button' variant='outline' onClick={() => onOpenChange(false)}>
</Button>
<Button type='submit' form='customer-form' isLoading={isPending}>
{isEdit ? 'บันทึกการแก้ไข' : 'สร้าง Customer'}
</Button>
</SheetFooter>
</SheetContent>
</Sheet>
);
}

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"use client";
import { useMemo, useState } from "react";
import Link from "next/link";
import { useSuspenseQuery } from "@tanstack/react-query";
import { type ColumnDef } from "@tanstack/react-table";
import { parseAsInteger, parseAsString, useQueryStates } from "nuqs";
import { getSortingStateParser } from "@/lib/parsers";
import { useDataTable } from "@/hooks/use-data-table";
import { DataTable } from "@/components/ui/table/data-table";
import { Input } from "@/components/ui/input";
import { Button } from "@/components/ui/button";
import { Icons } from "@/components/icons";
import {
customersQueryOptions,
crmReferenceQueryOptions,
} from "../api/queries";
import type { Customer } from "../api/types";
import { CustomerFormSheet } from "./customer-form-sheet";
import { BranchBadge, CustomerStatusBadge } from "./shared";
export function CustomersTablePage() {
const [editingCustomer, setEditingCustomer] = useState<
Customer | undefined
>();
const [sheetOpen, setSheetOpen] = useState(false);
const columns = useMemo<ColumnDef<Customer>[]>(
() => [
{
accessorKey: "code",
header: "Code",
cell: ({ row }) => (
<span className="font-medium">{row.original.code}</span>
),
},
{
accessorKey: "name",
header: "Customer",
cell: ({ row }) => (
<div>
<p className="font-medium">{row.original.name}</p>
<p className="text-muted-foreground text-sm">
{row.original.email}
</p>
</div>
),
},
{
accessorKey: "customerStatus",
header: "Status",
cell: ({ row }) => (
<CustomerStatusBadge status={row.original.customerStatus} />
),
},
{
accessorKey: "branchId",
header: "Branch",
cell: ({ row, table }) => {
const branches = (
table.options.meta as {
branches: Array<{
id: string;
code: string;
name: string;
region: string;
}>;
}
).branches;
const branch = branches.find(
(item) => item.id === row.original.branchId,
);
return branch ? <BranchBadge branch={branch} /> : null;
},
},
{
accessorKey: "contactIds",
header: "Contacts",
cell: ({ row }) => row.original.contactIds.length,
},
{
id: "actions",
header: "",
cell: ({ row }) => (
<div className="flex justify-end gap-2">
<Button
variant="outline"
size="sm"
onClick={() => {
setEditingCustomer(row.original);
setSheetOpen(true);
}}
>
Edit
</Button>
<Button variant="outline" size="sm" asChild>
<Link href={`/dashboard/crm/customers/${row.original.id}`}>
View
</Link>
</Button>
</div>
),
},
],
[],
);
const columnIds = columns
.map((column) => column.id ?? String(column.accessorKey))
.filter(Boolean);
const [params, setParams] = useQueryStates({
page: parseAsInteger.withDefault(1),
perPage: parseAsInteger.withDefault(10),
name: parseAsString,
customerStatus: parseAsString,
branch: parseAsString,
sort: getSortingStateParser(columnIds).withDefault([]),
});
const { data: reference } = useSuspenseQuery(crmReferenceQueryOptions());
const filters = {
page: params.page,
limit: params.perPage,
...(params.name && { search: params.name }),
...(params.customerStatus && { status: params.customerStatus }),
...(params.branch && { branch: params.branch }),
...(params.sort.length ? { sort: JSON.stringify(params.sort) } : {}),
};
const { data } = useSuspenseQuery(customersQueryOptions(filters));
const pageCount = Math.ceil(data.totalItems / params.perPage);
const { table } = useDataTable({
data: data.items,
columns,
pageCount,
meta: { branches: reference.branches },
initialState: {
columnPinning: { right: ["actions"] },
},
});
return (
<div className="flex flex-1 flex-col space-y-4">
<div className="flex flex-col gap-3 lg:flex-row lg:items-center lg:justify-between">
<div className="grid gap-3 md:grid-cols-3 lg:w-full">
<Input
placeholder="ค้นหา customer หรือ code"
value={params.name ?? ""}
onChange={(event) =>
void setParams({ name: event.target.value || null, page: 1 })
}
/>
<select
className="border-input bg-background rounded-md border px-3 text-sm"
value={params.customerStatus ?? ""}
onChange={(event) =>
void setParams({
customerStatus: event.target.value || null,
page: 1,
})
}
>
<option value=""></option>
<option value="active">Active</option>
<option value="prospect">Prospect</option>
<option value="inactive">Inactive</option>
</select>
<select
className="border-input bg-background rounded-md border px-3 text-sm"
value={params.branch ?? ""}
onChange={(event) =>
void setParams({ branch: event.target.value || null, page: 1 })
}
>
<option value=""></option>
{reference.branches.map((branch) => (
<option key={branch.id} value={branch.id}>
{branch.name}
</option>
))}
</select>
</div>
<Button
onClick={() => {
setEditingCustomer(undefined);
setSheetOpen(true);
}}
>
<Icons.add className="mr-2 h-4 w-4" />
Create Customer
</Button>
</div>
<DataTable table={table} />
<CustomerFormSheet
open={sheetOpen}
onOpenChange={(open) => {
setSheetOpen(open);
if (!open) setEditingCustomer(undefined);
}}
customer={editingCustomer}
/>
</div>
);
}

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"use client";
import Link from "next/link";
import { useMutation, useSuspenseQuery } from "@tanstack/react-query";
import { type ColumnDef } from "@tanstack/react-table";
import { parseAsInteger, parseAsString, useQueryStates } from "nuqs";
import { getSortingStateParser } from "@/lib/parsers";
import { useDataTable } from "@/hooks/use-data-table";
import { DataTable } from "@/components/ui/table/data-table";
import { Input } from "@/components/ui/input";
import { Button } from "@/components/ui/button";
import { toast } from "sonner";
import {
crmReferenceQueryOptions,
enquiriesQueryOptions,
} from "../api/queries";
import { convertEnquiryMutation } from "../api/mutations";
import type { Enquiry } from "../api/types";
import { ChancePill, EnquiryStatusBadge } from "./shared";
const columns: ColumnDef<Enquiry>[] = [
{ accessorKey: "code", header: "Code" },
{ accessorKey: "title", header: "Enquiry" },
{ accessorKey: "productType", header: "Product" },
{
accessorKey: "status",
header: "Status",
cell: ({ row }) => <EnquiryStatusBadge status={row.original.status} />,
},
{
accessorKey: "chancePercent",
header: "Chance",
cell: ({ row }) => <ChancePill value={row.original.chancePercent} />,
},
{
id: "actions",
header: "",
cell: ({ row }) => <RowActions enquiry={row.original} />,
},
];
const columnIds = columns
.map((column) => column.id ?? String(column.accessorKey))
.filter(Boolean);
function RowActions({ enquiry }: { enquiry: Enquiry }) {
const mutation = useMutation({
...convertEnquiryMutation,
onSuccess: () => toast.success("สร้าง quotation mock จาก enquiry แล้ว"),
});
return (
<div className="flex justify-end gap-2">
<Button variant="outline" size="sm" asChild>
<Link href={`/dashboard/crm/enquiries/${enquiry.id}`}>View</Link>
</Button>
<Button
size="sm"
isLoading={mutation.isPending}
onClick={() => mutation.mutate(enquiry.id)}
>
Convert
</Button>
</div>
);
}
export function EnquiriesTablePage() {
const [params, setParams] = useQueryStates({
page: parseAsInteger.withDefault(1),
perPage: parseAsInteger.withDefault(10),
name: parseAsString,
status: parseAsString,
productType: parseAsString,
salesman: parseAsString,
dateFrom: parseAsString,
dateTo: parseAsString,
sort: getSortingStateParser(columnIds).withDefault([]),
});
const { data: reference } = useSuspenseQuery(crmReferenceQueryOptions());
const filters = {
page: params.page,
limit: params.perPage,
...(params.name && { search: params.name }),
...(params.status && { status: params.status }),
...(params.productType && { productType: params.productType }),
...(params.salesman && { salesman: params.salesman }),
...(params.dateFrom && { dateFrom: params.dateFrom }),
...(params.dateTo && { dateTo: params.dateTo }),
...(params.sort.length ? { sort: JSON.stringify(params.sort) } : {}),
};
const { data } = useSuspenseQuery(enquiriesQueryOptions(filters));
const pageCount = Math.ceil(data.totalItems / params.perPage);
const { table } = useDataTable({
data: data.items,
columns,
pageCount,
initialState: {
columnPinning: { right: ["actions"] },
},
});
return (
<div className="flex flex-1 flex-col space-y-4">
<div className="grid gap-3 md:grid-cols-2 xl:grid-cols-6">
<Input
placeholder="ค้นหา enquiry หรือ code"
value={params.name ?? ""}
onChange={(event) =>
void setParams({ name: event.target.value || null, page: 1 })
}
/>
<select
className="border-input bg-background rounded-md border px-3 text-sm"
value={params.status ?? ""}
onChange={(event) =>
void setParams({ status: event.target.value || null, page: 1 })
}
>
<option value=""></option>
<option value="new">New</option>
<option value="qualifying">Qualifying</option>
<option value="requirement">Requirement</option>
<option value="follow_up">Follow Up</option>
<option value="converted">Converted</option>
</select>
<select
className="border-input bg-background rounded-md border px-3 text-sm"
value={params.productType ?? ""}
onChange={(event) =>
void setParams({ productType: event.target.value || null, page: 1 })
}
>
<option value=""></option>
<option value="crane">Crane</option>
<option value="dockdoor">Dock Door</option>
<option value="solarcell">Solar Cell</option>
</select>
<select
className="border-input bg-background rounded-md border px-3 text-sm"
value={params.salesman ?? ""}
onChange={(event) =>
void setParams({ salesman: event.target.value || null, page: 1 })
}
>
<option value=""> salesperson</option>
{reference.salespersons.map((sales) => (
<option key={sales.id} value={sales.id}>
{sales.name}
</option>
))}
</select>
<Input
type="date"
value={params.dateFrom ?? ""}
onChange={(event) =>
void setParams({ dateFrom: event.target.value || null, page: 1 })
}
/>
<Input
type="date"
value={params.dateTo ?? ""}
onChange={(event) =>
void setParams({ dateTo: event.target.value || null, page: 1 })
}
/>
</div>
<div className="flex justify-end">
<Button variant="outline" asChild>
<Link href="/dashboard/crm/customers">Create Enquiry</Link>
</Button>
</div>
<DataTable table={table} />
</div>
);
}

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'use client';
import { useMutation, useSuspenseQuery } from '@tanstack/react-query';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import { enquiryByIdOptions } from '../api/queries';
import { convertEnquiryMutation } from '../api/mutations';
import { InfoGrid, RelatedQuotationList, SectionCard, TimelineList } from './shared';
import { formatCurrency } from '../utils/format';
export function EnquiryDetailPage({ id }: { id: string }) {
const { data } = useSuspenseQuery(enquiryByIdOptions(id));
const baseMutation = convertEnquiryMutation;
const mutation = useMutation({
...baseMutation,
onSuccess: async (...args) => {
await baseMutation.onSuccess?.(...args);
toast.success('สร้าง quotation mock เรียบร้อย');
}
});
return (
<div className='space-y-4'>
<SectionCard
title={data.enquiry.title}
description={`${data.enquiry.code} / ${data.branch.name}`}
action={
<Button isLoading={mutation.isPending} onClick={() => mutation.mutate(data.enquiry.id)}>
Convert to Quotation
</Button>
}
>
<InfoGrid
cols={4}
items={[
{ label: 'Customer', value: data.customer.name },
{ label: 'Contact', value: data.contact.name },
{ label: 'Chance', value: `${data.enquiry.chancePercent}%` },
{ label: 'Potential', value: formatCurrency(data.enquiry.expectedValue) },
{ label: 'Project Location', value: data.enquiry.projectLocation },
{ label: 'Competitor', value: data.enquiry.competitor },
{ label: 'Salesman', value: data.salesman.name },
{ label: 'Requirement', value: data.enquiry.requirementSummary }
]}
/>
</SectionCard>
<SectionCard title='Timeline / Activity'>
<TimelineList
items={data.enquiry.activities.map((activity) => ({
id: activity.id,
title: activity.title,
detail: activity.detail,
actorName: activity.actorName,
timestamp: activity.createdAt
}))}
/>
</SectionCard>
<SectionCard title='Related Quotations'>
<RelatedQuotationList quotations={data.quotations} />
</SectionCard>
</div>
);
}

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'use client';
import { useState } from 'react';
import { useMutation, useSuspenseQuery } from '@tanstack/react-query';
import { toast } from 'sonner';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger
} from '@/components/ui/dialog';
import { Textarea } from '@/components/ui/textarea';
import { Button } from '@/components/ui/button';
import { quotationByIdOptions } from '../api/queries';
import {
approveQuotationMutation,
createQuotationRevisionMutation,
markQuotationStatusMutation,
rejectQuotationMutation,
submitApprovalMutation
} from '../api/mutations';
import {
AuditTimeline,
CustomerRoleCards,
InfoGrid,
QuotationPreviewPanel,
QuotationStatusBadge,
SectionCard,
TimelineList
} from './shared';
import { formatCurrency } from '../utils/format';
function ApprovalDialog({
title,
description,
actionLabel,
onConfirm,
isPending
}: {
title: string;
description: string;
actionLabel: string;
onConfirm: (comment: string) => void;
isPending: boolean;
}) {
const [comment, setComment] = useState('');
return (
<Dialog>
<DialogTrigger asChild>
<Button variant='outline'>{actionLabel}</Button>
</DialogTrigger>
<DialogContent>
<DialogHeader>
<DialogTitle>{title}</DialogTitle>
<DialogDescription>{description}</DialogDescription>
</DialogHeader>
<Textarea
value={comment}
onChange={(event) => setComment(event.target.value)}
placeholder='ใส่หมายเหตุ (optional)'
/>
<DialogFooter>
<Button isLoading={isPending} onClick={() => onConfirm(comment)}>
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}
export function QuotationDetailPage({ id }: { id: string }) {
const { data } = useSuspenseQuery(quotationByIdOptions(id));
const baseSubmitApproval = submitApprovalMutation;
const baseApproveMutation = approveQuotationMutation;
const baseRejectMutation = rejectQuotationMutation;
const baseReviseMutation = createQuotationRevisionMutation;
const baseMarkStatusMutation = markQuotationStatusMutation;
const submitApproval = useMutation({
...baseSubmitApproval,
onSuccess: async (...args) => {
await baseSubmitApproval.onSuccess?.(...args);
toast.success('ส่งเข้าสายอนุมัติแล้ว');
}
});
const approveMutation = useMutation({
...baseApproveMutation,
onSuccess: async (...args) => {
await baseApproveMutation.onSuccess?.(...args);
toast.success('อนุมัติ mock สำเร็จ');
}
});
const rejectMutation = useMutation({
...baseRejectMutation,
onSuccess: async (...args) => {
await baseRejectMutation.onSuccess?.(...args);
toast.success('Reject mock สำเร็จ');
}
});
const reviseMutation = useMutation({
...baseReviseMutation,
onSuccess: async (...args) => {
await baseReviseMutation.onSuccess?.(...args);
toast.success('สร้าง revision mock สำเร็จ');
}
});
const markStatusMutation = useMutation({
...baseMarkStatusMutation,
onSuccess: async (...args) => {
await baseMarkStatusMutation.onSuccess?.(...args);
toast.success('อัปเดตสถานะ mock สำเร็จ');
}
});
const ownerCustomer = data.customers.find((customer) =>
data.quotation.customerRoles.some(
(role) => role.role === 'owner' && role.customerId === customer.id
)
);
const ownerContact = data.contacts.find((contact) =>
data.quotation.customerRoles.some(
(role) => role.role === 'owner' && role.contactId === contact.id
)
);
return (
<div className='space-y-4'>
<SectionCard
title={data.quotation.project}
description={`${data.quotation.code} / ${data.branch.name}`}
action={
<div className='flex flex-wrap gap-2'>
<Button
variant='outline'
isLoading={submitApproval.isPending}
onClick={() => submitApproval.mutate(data.quotation.id)}
>
Submit approval
</Button>
<ApprovalDialog
title='Approve quotation'
description='Mock sequential approval for demo.'
actionLabel='Approve'
isPending={approveMutation.isPending}
onConfirm={(comment) =>
approveMutation.mutate({ quotationId: data.quotation.id, comment })
}
/>
<ApprovalDialog
title='Reject quotation'
description='Mock reject flow for demo.'
actionLabel='Reject'
isPending={rejectMutation.isPending}
onConfirm={(comment) =>
rejectMutation.mutate({ quotationId: data.quotation.id, comment })
}
/>
<Button
variant='outline'
isLoading={reviseMutation.isPending}
onClick={() => reviseMutation.mutate(data.quotation.id)}
>
Create revision
</Button>
<Button
variant='outline'
isLoading={markStatusMutation.isPending}
onClick={() =>
markStatusMutation.mutate({
quotationId: data.quotation.id,
status: 'sent'
})
}
>
Send to customer
</Button>
<Button
variant='outline'
isLoading={markStatusMutation.isPending}
onClick={() =>
markStatusMutation.mutate({
quotationId: data.quotation.id,
status: 'accepted'
})
}
>
Mark accepted
</Button>
<Button
variant='outline'
isLoading={markStatusMutation.isPending}
onClick={() =>
markStatusMutation.mutate({
quotationId: data.quotation.id,
status: 'lost'
})
}
>
Mark lost
</Button>
</div>
}
>
<div className='flex flex-wrap items-center gap-3'>
<QuotationStatusBadge status={data.quotation.status} />
<span className='text-muted-foreground text-sm'>
Revision R{String(data.quotation.revision).padStart(2, '0')}
</span>
<span className='text-sm font-medium'>
{formatCurrency(data.quotation.totalAmount)}
</span>
</div>
<div className='mt-4'>
<InfoGrid
cols={4}
items={[
{ label: 'Quotation Date', value: data.quotation.quotationDate },
{ label: 'Valid Until', value: data.quotation.validUntil },
{ label: 'Type', value: data.quotation.quotationType },
{ label: 'Chance', value: `${data.quotation.chancePercent}%` },
{ label: 'Salesman', value: data.salesman.name },
{ label: 'Sales Admin', value: data.saleAdmin.name },
{ label: 'Branch', value: data.branch.name },
{ label: 'Site', value: data.quotation.siteLocation }
]}
/>
</div>
</SectionCard>
<SectionCard title='Customer Roles'>
<CustomerRoleCards
roles={data.quotation.customerRoles}
customers={data.customers}
contacts={data.contacts}
/>
</SectionCard>
<div className='grid gap-4 xl:grid-cols-12'>
<SectionCard title='Item Table' className='xl:col-span-7'>
<div className='space-y-3'>
{data.quotation.items.map((item) => (
<div
key={item.id}
className='grid gap-2 rounded-lg border p-3 md:grid-cols-[1fr_auto_auto]'
>
<div>
<p className='font-medium'>{item.description}</p>
<p className='text-muted-foreground text-sm'>{item.topic}</p>
</div>
<p className='text-sm'>
{item.quantity} {item.unit}
</p>
<p className='text-sm font-semibold'>{formatCurrency(item.amount)}</p>
</div>
))}
</div>
</SectionCard>
<SectionCard title='Total Summary' className='xl:col-span-5'>
<InfoGrid
cols={2}
items={[
{ label: 'Sub Total', value: formatCurrency(data.quotation.totalAmount) },
{ label: 'VAT 7%', value: formatCurrency(data.quotation.totalAmount * 0.07) },
{ label: 'Grand Total', value: formatCurrency(data.quotation.totalAmount * 1.07) },
{ label: 'Hot Project', value: data.quotation.isHotProject ? 'Yes' : 'No' }
]}
/>
</SectionCard>
</div>
<div className='grid gap-4 xl:grid-cols-12'>
<SectionCard title='Topics' className='xl:col-span-5'>
<div className='space-y-4'>
{data.quotation.topics.map((topic) => (
<div key={topic.id}>
<p className='font-medium capitalize'>{topic.label}</p>
<ul className='text-muted-foreground mt-2 space-y-1 text-sm'>
{topic.items.map((item) => (
<li key={item}>- {item}</li>
))}
</ul>
</div>
))}
</div>
</SectionCard>
<SectionCard title='Attachments' className='xl:col-span-3'>
<div className='space-y-3'>
{data.quotation.attachments.map((attachment) => (
<div key={attachment.id} className='rounded-lg border p-3 text-sm'>
<p className='font-medium'>{attachment.fileName}</p>
<p className='text-muted-foreground'>{attachment.fileType.toUpperCase()}</p>
</div>
))}
</div>
</SectionCard>
<SectionCard title='Follow-ups' className='xl:col-span-4'>
<TimelineList
items={data.quotation.followUps.map((followUp) => ({
id: followUp.id,
title: followUp.title,
detail: `Owner: ${followUp.ownerName}`,
timestamp: followUp.dueDate,
tone: followUp.status === 'done' ? 'success' : 'default'
}))}
/>
</SectionCard>
</div>
<div className='grid gap-4 xl:grid-cols-12'>
<SectionCard title='Approval Timeline' className='xl:col-span-5'>
<TimelineList
items={data.quotation.approvalSteps.map((step) => ({
id: step.id,
title: `Level ${step.level} - ${step.approverName}`,
detail: `${step.approverPosition}${step.comment ? ` / ${step.comment}` : ''}`,
timestamp: step.actedAt ?? data.quotation.quotationDate,
tone:
step.status === 'approved'
? 'success'
: step.status === 'rejected'
? 'danger'
: 'default'
}))}
/>
</SectionCard>
<SectionCard title='Audit Timeline' className='xl:col-span-7'>
<AuditTimeline events={data.auditEvents} />
</SectionCard>
</div>
<QuotationPreviewPanel
quotation={data.quotation}
ownerCustomer={ownerCustomer}
ownerContact={ownerContact}
approvalSteps={data.quotation.approvalSteps}
/>
</div>
);
}

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"use client";
import Link from "next/link";
import { useSuspenseQuery } from "@tanstack/react-query";
import { type ColumnDef } from "@tanstack/react-table";
import { parseAsInteger, parseAsString, useQueryStates } from "nuqs";
import { getSortingStateParser } from "@/lib/parsers";
import { useDataTable } from "@/hooks/use-data-table";
import { DataTable } from "@/components/ui/table/data-table";
import { Button } from "@/components/ui/button";
import { Card } from "@/components/ui/card";
import { Input } from "@/components/ui/input";
import { HotProjectPill, QuotationStatusBadge } from "./shared";
import {
crmReferenceQueryOptions,
quotationsQueryOptions,
} from "../api/queries";
import type { Quotation } from "../api/types";
import { formatCurrency } from "../utils/format";
const columns: ColumnDef<Quotation>[] = [
{ accessorKey: "code", header: "Code" },
{ accessorKey: "project", header: "Project" },
{ accessorKey: "quotationType", header: "Type" },
{
accessorKey: "status",
header: "Status",
cell: ({ row }) => <QuotationStatusBadge status={row.original.status} />,
},
{ accessorKey: "revision", header: "Rev" },
{
accessorKey: "totalAmount",
header: "Amount",
cell: ({ row }) => formatCurrency(row.original.totalAmount),
},
{
accessorKey: "isHotProject",
header: "Hot",
cell: ({ row }) => <HotProjectPill active={row.original.isHotProject} />,
},
{
id: "actions",
header: "",
cell: ({ row }) => (
<div className="flex justify-end gap-2">
<Button variant="outline" size="sm" asChild>
<Link href={`/dashboard/crm/quotations/${row.original.id}`}>
View
</Link>
</Button>
</div>
),
},
];
const columnIds = columns
.map((column) => column.id ?? String(column.accessorKey))
.filter(Boolean);
function KanbanView({ items }: { items: Quotation[] }) {
const statuses = [
"draft",
"pending_approval",
"approved",
"sent",
"accepted",
"lost",
];
return (
<div className="grid gap-4 xl:grid-cols-6">
{statuses.map((status) => (
<Card key={status} className="space-y-3 p-3">
<div className="flex items-center justify-between">
<p className="text-sm font-semibold capitalize">
{status.replace("_", " ")}
</p>
<span className="text-muted-foreground text-xs">
{items.filter((item) => item.status === status).length}
</span>
</div>
{items
.filter((item) => item.status === status)
.map((item) => (
<Link
key={item.id}
href={`/dashboard/crm/quotations/${item.id}`}
className="block rounded-lg border p-3 text-sm transition-colors hover:bg-muted/40"
>
<p className="font-medium">{item.code}</p>
<p className="text-muted-foreground mt-1 line-clamp-2">
{item.project}
</p>
<p className="mt-2 font-semibold">
{formatCurrency(item.totalAmount)}
</p>
</Link>
))}
</Card>
))}
</div>
);
}
export function QuotationsTablePage() {
const [params, setParams] = useQueryStates({
page: parseAsInteger.withDefault(1),
perPage: parseAsInteger.withDefault(10),
name: parseAsString,
status: parseAsString,
quotationType: parseAsString,
salesman: parseAsString,
hot: parseAsString,
dateFrom: parseAsString,
dateTo: parseAsString,
view: parseAsString.withDefault("table"),
sort: getSortingStateParser(columnIds).withDefault([]),
});
const { data: reference } = useSuspenseQuery(crmReferenceQueryOptions());
const filters = {
page: params.page,
limit: params.perPage,
...(params.name && { search: params.name }),
...(params.status && { status: params.status }),
...(params.quotationType && { quotationType: params.quotationType }),
...(params.salesman && { salesman: params.salesman }),
...(params.hot && { hot: params.hot }),
...(params.dateFrom && { dateFrom: params.dateFrom }),
...(params.dateTo && { dateTo: params.dateTo }),
...(params.sort.length ? { sort: JSON.stringify(params.sort) } : {}),
};
const { data } = useSuspenseQuery(quotationsQueryOptions(filters));
const pageCount = Math.ceil(data.totalItems / params.perPage);
const { table } = useDataTable({
data: data.items,
columns,
pageCount,
initialState: {
columnPinning: { right: ["actions"] },
},
});
return (
<div className="flex flex-1 flex-col space-y-4">
<div className="flex flex-col gap-3 xl:flex-row xl:items-center xl:justify-between">
<div className="grid gap-3 md:grid-cols-2 xl:grid-cols-7 xl:w-full">
<Input
placeholder="ค้นหา code หรือ project"
value={params.name ?? ""}
onChange={(event) =>
void setParams({ name: event.target.value || null, page: 1 })
}
/>
<select
className="border-input bg-background rounded-md border px-3 text-sm"
value={params.status ?? ""}
onChange={(event) =>
void setParams({ status: event.target.value || null, page: 1 })
}
>
<option value=""></option>
<option value="draft">Draft</option>
<option value="pending_approval">Pending Approval</option>
<option value="approved">Approved</option>
<option value="sent">Sent</option>
<option value="accepted">Accepted</option>
</select>
<select
className="border-input bg-background rounded-md border px-3 text-sm"
value={params.quotationType ?? ""}
onChange={(event) =>
void setParams({
quotationType: event.target.value || null,
page: 1,
})
}
>
<option value=""></option>
<option value="official">Official</option>
<option value="budgetary">Budgetary</option>
<option value="service">Service</option>
</select>
<select
className="border-input bg-background rounded-md border px-3 text-sm"
value={params.salesman ?? ""}
onChange={(event) =>
void setParams({ salesman: event.target.value || null, page: 1 })
}
>
<option value=""> salesperson</option>
{reference.salespersons.map((sales) => (
<option key={sales.id} value={sales.id}>
{sales.name}
</option>
))}
</select>
<select
className="border-input bg-background rounded-md border px-3 text-sm"
value={params.hot ?? ""}
onChange={(event) =>
void setParams({ hot: event.target.value || null, page: 1 })
}
>
<option value=""></option>
<option value="yes">Hot only</option>
<option value="no">Non-hot</option>
</select>
<Input
type="date"
value={params.dateFrom ?? ""}
onChange={(event) =>
void setParams({ dateFrom: event.target.value || null, page: 1 })
}
/>
<Input
type="date"
value={params.dateTo ?? ""}
onChange={(event) =>
void setParams({ dateTo: event.target.value || null, page: 1 })
}
/>
</div>
<div className="flex items-center gap-2">
<Button variant="outline" asChild>
<Link href="/dashboard/crm/enquiries">Create quotation</Link>
</Button>
<Button
variant={params.view === "table" ? "default" : "outline"}
onClick={() => void setParams({ view: "table" })}
>
Table
</Button>
<Button
variant={params.view === "kanban" ? "default" : "outline"}
onClick={() => void setParams({ view: "kanban" })}
>
Kanban
</Button>
</div>
</div>
{params.view === "kanban" ? (
<KanbanView items={data.items} />
) : (
<DataTable table={table} />
)}
</div>
);
}

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'use client';
import { useSuspenseQuery } from '@tanstack/react-query';
import { crmReferenceQueryOptions } from '../api/queries';
import { EmptyState, SectionCard } from './shared';
export function MasterOptionsPage() {
const { data } = useSuspenseQuery(crmReferenceQueryOptions());
return (
<SectionCard title='Master Options' description='Status, product type, payment term, currency, tax rate'>
<div className='grid gap-3 md:grid-cols-2 xl:grid-cols-3'>
{data.masterOptions.map((item) => (
<div key={item.id} className='rounded-lg border p-4'>
<p className='text-muted-foreground text-xs uppercase tracking-[0.2em]'>{item.group}</p>
<p className='mt-2 font-medium'>{item.label}</p>
<p className='text-muted-foreground text-sm'>{item.code}</p>
</div>
))}
</div>
</SectionCard>
);
}
export function DocumentSequencesPage() {
const { data } = useSuspenseQuery(crmReferenceQueryOptions());
return (
<SectionCard title='Document Sequences' description='Mock document sequence by branch'>
<div className='space-y-3'>
{data.sequences.map((item) => (
<div key={item.id} className='rounded-lg border p-4'>
<div className='flex items-center justify-between gap-3'>
<p className='font-medium'>
{item.prefix}{item.period}-{String(item.currentNumber).padStart(item.paddingLength, '0')}
</p>
<p className='text-muted-foreground text-sm'>{item.documentType}</p>
</div>
<p className='text-muted-foreground mt-1 text-sm'>Branch: {item.branchId}</p>
</div>
))}
</div>
</SectionCard>
);
}
export function TemplatesPage() {
const { data } = useSuspenseQuery(crmReferenceQueryOptions());
if (data.templates.length === 0) {
return <EmptyState title='No templates' description='ยังไม่มี quotation templates' />;
}
return (
<SectionCard title='Quotation Templates' description='Mock template and placeholder mappings'>
<div className='space-y-4'>
{data.templates.map((template) => (
<div key={template.id} className='rounded-xl border p-4'>
<div className='flex flex-wrap items-center justify-between gap-3'>
<div>
<p className='font-semibold'>{template.name}</p>
<p className='text-muted-foreground text-sm'>{template.description}</p>
</div>
<p className='text-muted-foreground text-sm'>{template.version}</p>
</div>
<div className='mt-3 grid gap-3 md:grid-cols-2'>
{template.mappings.map((mapping) => (
<div key={mapping.id} className='rounded-lg bg-muted/20 p-3 text-sm'>
<p className='font-medium'>{mapping.placeholder}</p>
<p className='text-muted-foreground'>{mapping.sourceField}</p>
</div>
))}
</div>
</div>
))}
</div>
</SectionCard>
);
}

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'use client';
import Link from 'next/link';
import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Icons } from '@/components/icons';
import { cn } from '@/lib/utils';
import type {
ApprovalStep,
AuditEvent,
CrmBranch,
Customer,
CustomerContact,
Enquiry,
Quotation,
QuotationCustomerRole
} from '../api/types';
import { formatCurrency, formatDate, formatPercent } from '../utils/format';
import {
getCustomerStatusLabel,
getEnquiryStatusLabel,
getQuotationStatusLabel
} from '../utils/status';
export function SectionCard({
title,
description,
action,
children,
className
}: {
title: string;
description?: string;
action?: React.ReactNode;
children: React.ReactNode;
className?: string;
}) {
return (
<Card className={className}>
<CardHeader className='flex flex-row items-start justify-between space-y-0'>
<div className='space-y-1'>
<CardTitle className='text-base'>{title}</CardTitle>
{description ? <CardDescription>{description}</CardDescription> : null}
</div>
{action}
</CardHeader>
<CardContent>{children}</CardContent>
</Card>
);
}
export function KpiCard({
label,
value,
change,
trend
}: {
label: string;
value: string;
change: string;
trend: 'up' | 'down' | 'flat';
}) {
const TrendIcon =
trend === 'up' ? Icons.trendingUp : trend === 'down' ? Icons.trendingDown : Icons.clock;
return (
<Card className='bg-gradient-to-br from-card via-card to-muted/40'>
<CardHeader className='pb-3'>
<div className='flex items-start justify-between gap-3'>
<CardDescription>{label}</CardDescription>
<Badge variant='outline'>
<TrendIcon className='mr-1 h-3.5 w-3.5' />
{change}
</Badge>
</div>
<CardTitle className='text-2xl'>{value}</CardTitle>
</CardHeader>
</Card>
);
}
export function BranchBadge({ branch }: { branch: CrmBranch }) {
return <Badge variant='secondary'>{branch.code}</Badge>;
}
export function CustomerStatusBadge({ status }: { status: Customer['customerStatus'] }) {
return (
<Badge variant={status === 'inactive' ? 'destructive' : status === 'prospect' ? 'outline' : 'secondary'}>
{getCustomerStatusLabel(status)}
</Badge>
);
}
export function EnquiryStatusBadge({ status }: { status: Enquiry['status'] }) {
return (
<Badge
variant={
status === 'cancelled' || status === 'closed_lost'
? 'destructive'
: status === 'converted'
? 'secondary'
: 'outline'
}
>
{getEnquiryStatusLabel(status)}
</Badge>
);
}
export function QuotationStatusBadge({ status }: { status: Quotation['status'] }) {
return (
<Badge
variant={
status === 'accepted' || status === 'approved'
? 'secondary'
: status === 'lost' || status === 'rejected' || status === 'cancelled'
? 'destructive'
: 'outline'
}
>
{getQuotationStatusLabel(status)}
</Badge>
);
}
export function InfoGrid({
items,
cols = 2
}: {
items: Array<{ label: string; value: React.ReactNode }>;
cols?: 2 | 3 | 4;
}) {
return (
<div className={cn('grid gap-4', cols === 2 && 'md:grid-cols-2', cols === 3 && 'md:grid-cols-3', cols === 4 && 'md:grid-cols-2 xl:grid-cols-4')}>
{items.map((item) => (
<div key={item.label} className='rounded-lg border bg-muted/20 p-3'>
<p className='text-muted-foreground text-xs uppercase tracking-[0.18em]'>{item.label}</p>
<div className='mt-1 text-sm font-medium'>{item.value}</div>
</div>
))}
</div>
);
}
export function TimelineList({
items
}: {
items: Array<{
id: string;
title: string;
detail: string;
actorName?: string;
timestamp: string;
tone?: 'default' | 'success' | 'danger';
}>;
}) {
return (
<div className='space-y-3'>
{items.map((item) => (
<div key={item.id} className='flex gap-3'>
<div className='mt-1 flex flex-col items-center'>
<span
className={cn(
'inline-flex h-2.5 w-2.5 rounded-full bg-primary',
item.tone === 'success' && 'bg-emerald-500',
item.tone === 'danger' && 'bg-destructive'
)}
/>
<span className='bg-border mt-1 h-full w-px' />
</div>
<div className='pb-3'>
<div className='flex flex-wrap items-center gap-2'>
<p className='text-sm font-medium'>{item.title}</p>
<p className='text-muted-foreground text-xs'>{formatDate(item.timestamp)}</p>
</div>
<p className='text-muted-foreground text-sm'>{item.detail}</p>
{item.actorName ? <p className='mt-1 text-xs'> {item.actorName}</p> : null}
</div>
</div>
))}
</div>
);
}
export function CustomerRoleCards({
roles,
customers,
contacts
}: {
roles: QuotationCustomerRole[];
customers: Customer[];
contacts: CustomerContact[];
}) {
return (
<div className='grid gap-3 md:grid-cols-2 xl:grid-cols-4'>
{roles.map((role) => {
const customer = customers.find((item) => item.id === role.customerId);
const contact = contacts.find((item) => item.id === role.contactId);
return (
<div key={`${role.role}-${role.customerId}`} className='rounded-lg border bg-muted/20 p-4'>
<div className='flex items-center justify-between gap-3'>
<p className='text-sm font-semibold capitalize'>{role.role}</p>
<Badge variant='outline'>{customer?.code}</Badge>
</div>
<p className='mt-2 text-sm font-medium'>{customer?.name}</p>
<p className='text-muted-foreground text-sm'>{contact?.name ?? 'No contact'}</p>
<p className='text-muted-foreground text-xs'>{contact?.position}</p>
</div>
);
})}
</div>
);
}
export function QuotationPreviewPanel({
quotation,
ownerCustomer,
ownerContact,
approvalSteps
}: {
quotation: Quotation;
ownerCustomer?: Customer;
ownerContact?: CustomerContact;
approvalSteps: ApprovalStep[];
}) {
return (
<SectionCard title='Quotation Preview' description='Mock preview พร้อมต่อยอดไป pdfme/template mapping'>
<div className='rounded-xl border bg-background p-5 shadow-sm'>
<div className='flex flex-wrap items-start justify-between gap-4 border-b pb-4'>
<div>
<p className='text-primary text-xs uppercase tracking-[0.3em]'>ALLA OS CRM vNext</p>
<h3 className='mt-2 text-xl font-semibold'>{quotation.code}</h3>
<p className='text-muted-foreground text-sm'>{quotation.project}</p>
</div>
<div className='space-y-1 text-sm'>
<p><span className='text-muted-foreground'>quotation_date:</span> {quotation.quotationDate}</p>
<p><span className='text-muted-foreground'>valid_until:</span> {quotation.validUntil}</p>
<p><span className='text-muted-foreground'>currency:</span> THB</p>
</div>
</div>
<div className='grid gap-4 py-4 md:grid-cols-2'>
<div className='space-y-1 text-sm'>
<p className='font-medium'>customer_name</p>
<p>{ownerCustomer?.name}</p>
<p className='text-muted-foreground'>{ownerCustomer?.address}</p>
<p className='text-muted-foreground'>{ownerCustomer?.phone}</p>
<p className='text-muted-foreground'>{ownerCustomer?.email}</p>
</div>
<div className='space-y-1 text-sm'>
<p className='font-medium'>customer_att</p>
<p>{ownerContact?.name ?? '-'}</p>
<p className='text-muted-foreground'>{ownerContact?.position ?? '-'}</p>
<p className='text-muted-foreground'>{quotation.siteLocation}</p>
</div>
</div>
<div className='space-y-3 border-t pt-4'>
<div>
<p className='text-sm font-medium'>item_topic</p>
<div className='mt-2 space-y-2'>
{quotation.items.map((item) => (
<div key={item.id} className='flex items-center justify-between gap-4 rounded-lg border p-3 text-sm'>
<div>
<p className='font-medium'>{item.description}</p>
<p className='text-muted-foreground'>
{item.quantity} {item.unit} x {formatCurrency(item.unitPrice)}
</p>
</div>
<p className='font-semibold'>{formatCurrency(item.amount)}</p>
</div>
))}
</div>
</div>
<div className='rounded-lg bg-muted/30 p-3 text-sm'>
<p className='font-medium'>exclusion_data</p>
<ul className='text-muted-foreground mt-1 space-y-1'>
{quotation.topics
.find((topic) => topic.type === 'exclusion')
?.items.map((item) => <li key={item}>- {item}</li>)}
</ul>
</div>
<div className='flex items-center justify-between rounded-lg border border-dashed p-3 text-sm'>
<p className='font-medium'>quotation_price</p>
<p className='text-lg font-semibold'>{formatCurrency(quotation.totalAmount)}</p>
</div>
<div className='rounded-lg bg-muted/30 p-3 text-sm'>
<p className='font-medium'>approver names and positions</p>
<ul className='text-muted-foreground mt-1 space-y-1'>
{approvalSteps.map((step) => (
<li key={step.id}>
{step.approverName} / {step.approverPosition}
</li>
))}
</ul>
</div>
</div>
</div>
</SectionCard>
);
}
export function RelatedQuotationList({ quotations }: { quotations: Quotation[] }) {
return (
<div className='space-y-3'>
{quotations.map((quotation) => (
<div key={quotation.id} className='flex flex-wrap items-center justify-between gap-3 rounded-lg border p-3'>
<div>
<div className='flex items-center gap-2'>
<p className='font-medium'>{quotation.code}</p>
<QuotationStatusBadge status={quotation.status} />
</div>
<p className='text-muted-foreground text-sm'>{quotation.project}</p>
</div>
<div className='flex items-center gap-3'>
<p className='text-sm font-medium'>{formatCurrency(quotation.totalAmount)}</p>
<Button variant='outline' asChild size='sm'>
<Link href={`/dashboard/crm/quotations/${quotation.id}`}>
<Icons.arrowRight className='mr-1 h-4 w-4' />
</Link>
</Button>
</div>
</div>
))}
</div>
);
}
export function HotProjectPill({ active }: { active: boolean }) {
return active ? <Badge>Hot</Badge> : <Badge variant='outline'>Normal</Badge>;
}
export function ChancePill({ value }: { value: number }) {
return <Badge variant='outline'>{formatPercent(value)}</Badge>;
}
export function AuditTimeline({ events }: { events: AuditEvent[] }) {
return (
<TimelineList
items={events.map((event) => ({
id: event.id,
title: event.action,
detail: event.detail,
actorName: event.actorName,
timestamp: event.createdAt,
tone:
event.action === 'APPROVE'
? 'success'
: event.action === 'REJECT'
? 'danger'
: 'default'
}))}
/>
);
}
export function EmptyState({ title, description }: { title: string; description: string }) {
return (
<div className='rounded-lg border border-dashed p-8 text-center'>
<p className='font-medium'>{title}</p>
<p className='text-muted-foreground mt-1 text-sm'>{description}</p>
</div>
);
}

View File

@@ -0,0 +1,731 @@
import type {
ApprovalItem,
AuditEvent,
ContactShare,
ContactShareLog,
CrmBranch,
CrmSalesperson,
Customer,
CustomerContact,
DocumentSequence,
Enquiry,
MasterOption,
Quotation,
QuotationTemplate
} from '../api/types';
export interface CrmMockState {
branches: CrmBranch[];
salespersons: CrmSalesperson[];
customers: Customer[];
contacts: CustomerContact[];
contactShares: ContactShare[];
contactShareLogs: ContactShareLog[];
enquiries: Enquiry[];
quotations: Quotation[];
approvals: ApprovalItem[];
auditEvents: AuditEvent[];
sequences: DocumentSequence[];
masterOptions: MasterOption[];
templates: QuotationTemplate[];
}
export const initialCrmState: CrmMockState = {
branches: [
{ id: 'bkk', code: 'BKK', name: 'Bangkok HQ', region: 'Central' },
{ id: 'chn', code: 'CHN', name: 'Chiang Mai Branch', region: 'North' }
],
salespersons: [
{ id: 'sp-1', name: 'Krit S.', nickname: 'Krit', branchId: 'bkk', role: 'sales' },
{ id: 'sp-2', name: 'Nicha P.', nickname: 'Nicha', branchId: 'bkk', role: 'sale_admin' },
{ id: 'sp-3', name: 'Ton A.', nickname: 'Ton', branchId: 'chn', role: 'sales' }
],
customers: [
{
id: 'cus-1',
code: 'CUS-BKK-001',
name: 'Siam Metro Development',
taxId: '0105556100011',
address: '88 Rama 9 Road',
province: 'Bangkok',
district: 'Huai Khwang',
subDistrict: 'Bang Kapi',
postalCode: '10310',
phone: '02-555-1001',
fax: '02-555-1999',
email: 'procurement@siammetro.co.th',
customerType: 'developer',
customerStatus: 'active',
branchId: 'bkk',
contactIds: ['ct-1', 'ct-2']
},
{
id: 'cus-2',
code: 'CUS-BKK-002',
name: 'Prime Lift Engineering',
taxId: '0105556100012',
address: '19 Vibhavadi Rangsit',
province: 'Bangkok',
district: 'Chatuchak',
subDistrict: 'Chom Phon',
postalCode: '10900',
phone: '02-555-2002',
email: 'sales@primelift.co.th',
customerType: 'contractor',
customerStatus: 'active',
branchId: 'bkk',
contactIds: ['ct-3', 'ct-4']
},
{
id: 'cus-3',
code: 'CUS-CHN-003',
name: 'Northern Cold Chain',
taxId: '0505556100013',
address: '125 Super Highway',
province: 'Chiang Mai',
district: 'Mueang',
subDistrict: 'Wat Ket',
postalCode: '50000',
phone: '053-555-3003',
email: 'project@ncc.co.th',
customerType: 'owner',
customerStatus: 'prospect',
branchId: 'chn',
contactIds: ['ct-5', 'ct-6']
},
{
id: 'cus-4',
code: 'CUS-BKK-004',
name: 'Urban Dock Solution',
taxId: '0105556100014',
address: '77 Bangna-Trad KM.8',
province: 'Samut Prakan',
district: 'Bang Phli',
subDistrict: 'Bang Kaeo',
postalCode: '10540',
phone: '02-555-4004',
email: 'admin@urbandock.asia',
customerType: 'consultant',
customerStatus: 'active',
branchId: 'bkk',
contactIds: ['ct-7', 'ct-8']
},
{
id: 'cus-5',
code: 'CUS-CHN-005',
name: 'Lanna Solar Estate',
taxId: '0505556100015',
address: '199 Ring Road',
province: 'Chiang Mai',
district: 'San Sai',
subDistrict: 'Nong Chom',
postalCode: '50210',
phone: '053-555-5005',
email: 'energy@lannasolar.co.th',
customerType: 'developer',
customerStatus: 'inactive',
branchId: 'chn',
contactIds: ['ct-9', 'ct-10']
}
],
contacts: [
{ id: 'ct-1', customerId: 'cus-1', name: 'Ploy Tantip', position: 'Procurement Manager', email: 'ploy@siammetro.co.th', phone: '081-111-1111', isPrimary: true },
{ id: 'ct-2', customerId: 'cus-1', name: 'Vee Chan', position: 'Project Engineer', email: 'vee@siammetro.co.th', phone: '081-111-1112' },
{ id: 'ct-3', customerId: 'cus-2', name: 'Boss K.', position: 'Managing Director', email: 'boss@primelift.co.th', phone: '082-222-2221', isPrimary: true },
{ id: 'ct-4', customerId: 'cus-2', name: 'Jane R.', position: 'Estimator', email: 'jane@primelift.co.th', phone: '082-222-2222' },
{ id: 'ct-5', customerId: 'cus-3', name: 'Aon M.', position: 'Operations Head', email: 'aon@ncc.co.th', phone: '083-333-3331', isPrimary: true },
{ id: 'ct-6', customerId: 'cus-3', name: 'Max P.', position: 'Warehouse Lead', email: 'max@ncc.co.th', phone: '083-333-3332' },
{ id: 'ct-7', customerId: 'cus-4', name: 'Mint T.', position: 'Design Consultant', email: 'mint@urbandock.asia', phone: '084-444-4441', isPrimary: true },
{ id: 'ct-8', customerId: 'cus-4', name: 'Ken D.', position: 'Project Coordinator', email: 'ken@urbandock.asia', phone: '084-444-4442' },
{ id: 'ct-9', customerId: 'cus-5', name: 'Fah N.', position: 'Energy Planning Lead', email: 'fah@lannasolar.co.th', phone: '085-555-5551', isPrimary: true },
{ id: 'ct-10', customerId: 'cus-5', name: 'Palm J.', position: 'Plant Director', email: 'palm@lannasolar.co.th', phone: '085-555-5552' }
],
contactShares: [
{ id: 'share-1', contactId: 'ct-1', sharedWithUserId: 'u-1', sharedWithUserName: 'Nicha P.', permission: 'view', createdAt: '2026-06-01T09:00:00.000Z' },
{ id: 'share-2', contactId: 'ct-7', sharedWithUserId: 'u-2', sharedWithUserName: 'Ton A.', permission: 'edit', createdAt: '2026-06-03T10:30:00.000Z' }
],
contactShareLogs: [
{ id: 'share-log-1', contactId: 'ct-1', action: 'SHARE', targetUserName: 'Nicha P.', actorName: 'Krit S.', createdAt: '2026-06-01T09:00:00.000Z' },
{ id: 'share-log-2', contactId: 'ct-7', action: 'SHARE', targetUserName: 'Ton A.', actorName: 'Krit S.', createdAt: '2026-06-03T10:30:00.000Z' },
{ id: 'share-log-3', contactId: 'ct-7', action: 'REVOKE', targetUserName: 'Ton A.', actorName: 'Nicha P.', createdAt: '2026-06-07T14:45:00.000Z' }
],
enquiries: [
{
id: 'enq-1',
code: 'ENQ2606-001',
title: 'Dock leveler replacement for Phase 3 warehouse',
customerId: 'cus-1',
contactId: 'ct-1',
branchId: 'bkk',
salesmanId: 'sp-1',
productType: 'dockdoor',
status: 'converted',
requirementSummary: 'Replace 8 dock levelers with high cycle hydraulic model.',
projectLocation: 'Bangkok Logistics Park',
chancePercent: 82,
competitor: 'Apex Dock',
expectedValue: 2750000,
dueDate: '2026-06-14',
createdAt: '2026-05-28T09:00:00.000Z',
updatedAt: '2026-06-09T15:20:00.000Z',
quotationIds: ['qt-1', 'qt-2'],
activities: [
{ id: 'enq-1-act-1', type: 'CALL', title: 'รับ requirement เบื้องต้น', detail: 'ลูกค้าต้องการเปลี่ยนภายใน Q3', actorName: 'Krit S.', createdAt: '2026-05-28T09:00:00.000Z' },
{ id: 'enq-1-act-2', type: 'VISIT', title: 'สำรวจหน้างาน', detail: 'หน้างานพร้อม shutdown 3 วัน', actorName: 'Krit S.', createdAt: '2026-05-30T13:30:00.000Z' },
{ id: 'enq-1-act-3', type: 'CONVERT', title: 'Convert to quotation', detail: 'สร้าง QT2606-001', actorName: 'Nicha P.', createdAt: '2026-06-02T08:15:00.000Z' }
]
},
{
id: 'enq-2',
code: 'ENQ2606-002',
title: 'Overhead crane upgrade for fabrication line',
customerId: 'cus-2',
contactId: 'ct-3',
branchId: 'bkk',
salesmanId: 'sp-1',
productType: 'crane',
status: 'requirement',
requirementSummary: '10 ton overhead crane with remote monitoring.',
projectLocation: 'Samut Sakhon Plant',
chancePercent: 68,
competitor: 'LiftPro',
expectedValue: 5200000,
dueDate: '2026-06-20',
createdAt: '2026-05-29T10:00:00.000Z',
updatedAt: '2026-06-10T11:00:00.000Z',
quotationIds: ['qt-3'],
activities: [
{ id: 'enq-2-act-1', type: 'MEETING', title: 'Kickoff meeting', detail: 'หารือ requirement ทางเทคนิค', actorName: 'Krit S.', createdAt: '2026-05-29T10:00:00.000Z' }
]
},
{
id: 'enq-3',
code: 'ENQ2606-003',
title: 'Solar rooftop for cold storage lot C',
customerId: 'cus-3',
contactId: 'ct-5',
branchId: 'chn',
salesmanId: 'sp-3',
productType: 'solarcell',
status: 'follow_up',
requirementSummary: '500 kWp rooftop with energy monitoring.',
projectLocation: 'Chiang Mai DC',
chancePercent: 49,
competitor: 'SunNorth',
expectedValue: 6100000,
dueDate: '2026-06-18',
createdAt: '2026-05-27T09:20:00.000Z',
updatedAt: '2026-06-08T16:10:00.000Z',
quotationIds: ['qt-4'],
activities: [
{ id: 'enq-3-act-1', type: 'NOTE', title: 'ติดตาม BOQ', detail: 'รอฝั่งลูกค้าส่งโหลดไฟฟ้า', actorName: 'Ton A.', createdAt: '2026-06-08T16:10:00.000Z' }
]
},
{
id: 'enq-4',
code: 'ENQ2606-004',
title: 'Dock shelter package for retrofit',
customerId: 'cus-4',
contactId: 'ct-7',
branchId: 'bkk',
salesmanId: 'sp-1',
productType: 'dockdoor',
status: 'new',
requirementSummary: 'Retrofit existing dock shelter 12 bays.',
projectLocation: 'Bangna Logistics Hub',
chancePercent: 35,
competitor: 'Apex Dock',
expectedValue: 1850000,
dueDate: '2026-06-21',
createdAt: '2026-06-05T14:00:00.000Z',
updatedAt: '2026-06-05T14:00:00.000Z',
quotationIds: [],
activities: [
{ id: 'enq-4-act-1', type: 'CALL', title: 'Lead intake', detail: 'รับ lead จาก consultant', actorName: 'Krit S.', createdAt: '2026-06-05T14:00:00.000Z' }
]
},
{
id: 'enq-5',
code: 'ENQ2606-005',
title: 'Crane preventive maintenance agreement',
customerId: 'cus-2',
contactId: 'ct-4',
branchId: 'bkk',
salesmanId: 'sp-1',
productType: 'crane',
status: 'qualifying',
requirementSummary: 'Annual PM contract for 6 cranes.',
projectLocation: 'Ayutthaya Plant',
chancePercent: 53,
competitor: 'LiftPro',
expectedValue: 980000,
dueDate: '2026-06-19',
createdAt: '2026-06-02T11:00:00.000Z',
updatedAt: '2026-06-06T12:00:00.000Z',
quotationIds: ['qt-5'],
activities: [
{ id: 'enq-5-act-1', type: 'UPDATE', title: 'ผ่านขั้น qualifying', detail: 'ลูกค้ามี budget แล้ว', actorName: 'Krit S.', createdAt: '2026-06-06T12:00:00.000Z' }
]
},
{
id: 'enq-6',
code: 'ENQ2606-006',
title: 'Solar canopy concept study',
customerId: 'cus-5',
contactId: 'ct-9',
branchId: 'chn',
salesmanId: 'sp-3',
productType: 'solarcell',
status: 'closed_lost',
requirementSummary: 'Concept study for parking canopy solar.',
projectLocation: 'Chiang Rai Service Center',
chancePercent: 0,
competitor: 'GreenBeam',
expectedValue: 2400000,
dueDate: '2026-06-08',
createdAt: '2026-05-20T09:00:00.000Z',
updatedAt: '2026-06-08T18:00:00.000Z',
quotationIds: ['qt-6'],
activities: [
{ id: 'enq-6-act-1', type: 'UPDATE', title: 'Lost to competitor', detail: 'ราคา competitor ต่ำกว่า', actorName: 'Ton A.', createdAt: '2026-06-08T18:00:00.000Z' }
]
},
{
id: 'enq-7',
code: 'ENQ2606-007',
title: 'High-speed door package',
customerId: 'cus-1',
contactId: 'ct-2',
branchId: 'bkk',
salesmanId: 'sp-1',
productType: 'dockdoor',
status: 'cancelled',
requirementSummary: 'High-speed doors for food-grade area.',
projectLocation: 'Pathum Thani',
chancePercent: 0,
competitor: 'FastDoor',
expectedValue: 1600000,
dueDate: '2026-06-11',
createdAt: '2026-05-25T10:10:00.000Z',
updatedAt: '2026-06-04T11:00:00.000Z',
quotationIds: [],
activities: [
{ id: 'enq-7-act-1', type: 'UPDATE', title: 'Project cancelled', detail: 'Owner เลื่อน CAPEX', actorName: 'Nicha P.', createdAt: '2026-06-04T11:00:00.000Z' }
]
},
{
id: 'enq-8',
code: 'ENQ2606-008',
title: 'Monorail crane for packaging line',
customerId: 'cus-3',
contactId: 'ct-6',
branchId: 'chn',
salesmanId: 'sp-3',
productType: 'crane',
status: 'new',
requirementSummary: '1 ton monorail crane with quick delivery.',
projectLocation: 'Lamphun Plant',
chancePercent: 28,
competitor: 'NorthHoist',
expectedValue: 740000,
dueDate: '2026-06-24',
createdAt: '2026-06-09T13:00:00.000Z',
updatedAt: '2026-06-09T13:00:00.000Z',
quotationIds: [],
activities: [
{ id: 'enq-8-act-1', type: 'CALL', title: 'รับ enquiry ใหม่', detail: 'ต้องการเสนอราคาใน 7 วัน', actorName: 'Ton A.', createdAt: '2026-06-09T13:00:00.000Z' }
]
}
],
quotations: [
{
id: 'qt-1',
code: 'QT2606-001',
enquiryId: 'enq-1',
quotationDate: '2026-06-02',
validUntil: '2026-07-02',
quotationType: 'official',
project: 'Warehouse Dock Modernization',
siteLocation: 'Bangkok Logistics Park',
customerRoles: [
{ role: 'owner', customerId: 'cus-1', contactId: 'ct-1' },
{ role: 'consultant', customerId: 'cus-4', contactId: 'ct-7' },
{ role: 'billing', customerId: 'cus-2', contactId: 'ct-4' }
],
salesmanId: 'sp-1',
saleAdminId: 'sp-2',
branchId: 'bkk',
status: 'pending_approval',
revision: 0,
totalAmount: 2750000,
chancePercent: 82,
isHotProject: true,
approvalSnapshot: 'Awaiting Level 2 approval',
items: [
{ id: 'qt-1-item-1', topic: 'Mechanical', description: 'Hydraulic dock leveler 8 sets', quantity: 8, unit: 'set', unitPrice: 280000, amount: 2240000 },
{ id: 'qt-1-item-2', topic: 'Installation', description: 'Site install and commissioning', quantity: 1, unit: 'lot', unitPrice: 510000, amount: 510000 }
],
topics: [
{ id: 'qt-1-topic-1', type: 'scope', label: 'Scope', items: ['Supply equipment', 'Install and test', 'Operator training'] },
{ id: 'qt-1-topic-2', type: 'exclusion', label: 'Exclusion', items: ['Civil work by customer', 'Night shift overtime'] },
{ id: 'qt-1-topic-3', type: 'payment', label: 'Payment', items: ['40% down payment', '50% upon delivery', '10% after handover'] }
],
followUps: [
{ id: 'qt-1-fu-1', title: 'Prepare approval summary', dueDate: '2026-06-12', ownerName: 'Nicha P.', status: 'open' },
{ id: 'qt-1-fu-2', title: 'Confirm shutdown window', dueDate: '2026-06-13', ownerName: 'Krit S.', status: 'open' }
],
attachments: [
{ id: 'qt-1-att-1', fileName: 'technical-spec.pdf', fileType: 'pdf', uploadedAt: '2026-06-02T10:00:00.000Z' }
],
approvalSteps: [
{ id: 'qt-1-ap-1', level: 1, approverName: 'Head of Sales', approverPosition: 'Sales Director', status: 'approved', actedAt: '2026-06-03T09:30:00.000Z' },
{ id: 'qt-1-ap-2', level: 2, approverName: 'CEO Office', approverPosition: 'Managing Director', status: 'pending' }
],
auditEventIds: ['audit-1', 'audit-2']
},
{
id: 'qt-2',
code: 'QT2606-001-R01',
enquiryId: 'enq-1',
quotationDate: '2026-06-07',
validUntil: '2026-07-07',
quotationType: 'official',
project: 'Warehouse Dock Modernization',
siteLocation: 'Bangkok Logistics Park',
customerRoles: [
{ role: 'owner', customerId: 'cus-1', contactId: 'ct-1' },
{ role: 'consultant', customerId: 'cus-4', contactId: 'ct-7' }
],
salesmanId: 'sp-1',
saleAdminId: 'sp-2',
branchId: 'bkk',
status: 'revised',
revision: 1,
totalAmount: 2875000,
chancePercent: 78,
isHotProject: true,
approvedPdfUrl: '/mock/qt2606-001-r01.pdf',
items: [
{ id: 'qt-2-item-1', topic: 'Mechanical', description: 'Hydraulic dock leveler 8 sets', quantity: 8, unit: 'set', unitPrice: 280000, amount: 2240000 },
{ id: 'qt-2-item-2', topic: 'Safety', description: 'Additional dock light and safety package', quantity: 1, unit: 'lot', unitPrice: 635000, amount: 635000 }
],
topics: [
{ id: 'qt-2-topic-1', type: 'scope', label: 'Scope', items: ['Updated safety package', 'Delivery within 30 days'] },
{ id: 'qt-2-topic-2', type: 'exclusion', label: 'Exclusion', items: ['Permit by customer'] },
{ id: 'qt-2-topic-3', type: 'payment', label: 'Payment', items: ['40/50/10 milestone'] }
],
followUps: [
{ id: 'qt-2-fu-1', title: 'Send revised file to customer', dueDate: '2026-06-12', ownerName: 'Krit S.', status: 'open' }
],
attachments: [
{ id: 'qt-2-att-1', fileName: 'rev1-comparison.pdf', fileType: 'pdf', uploadedAt: '2026-06-07T16:00:00.000Z' }
],
approvalSteps: [
{ id: 'qt-2-ap-1', level: 1, approverName: 'Head of Sales', approverPosition: 'Sales Director', status: 'approved', actedAt: '2026-06-07T15:30:00.000Z' },
{ id: 'qt-2-ap-2', level: 2, approverName: 'CEO Office', approverPosition: 'Managing Director', status: 'approved', actedAt: '2026-06-08T09:00:00.000Z' }
],
auditEventIds: ['audit-3']
},
{
id: 'qt-3',
code: 'QT2606-002',
enquiryId: 'enq-2',
quotationDate: '2026-06-05',
validUntil: '2026-07-05',
quotationType: 'budgetary',
project: 'Fabrication Crane Upgrade',
siteLocation: 'Samut Sakhon Plant',
customerRoles: [
{ role: 'owner', customerId: 'cus-2', contactId: 'ct-3' },
{ role: 'contractor', customerId: 'cus-4', contactId: 'ct-8' }
],
salesmanId: 'sp-1',
saleAdminId: 'sp-2',
branchId: 'bkk',
status: 'draft',
revision: 0,
totalAmount: 5200000,
chancePercent: 68,
isHotProject: false,
items: [
{ id: 'qt-3-item-1', topic: 'Crane', description: '10 ton overhead crane', quantity: 1, unit: 'set', unitPrice: 4500000, amount: 4500000 },
{ id: 'qt-3-item-2', topic: 'IoT', description: 'Remote monitoring package', quantity: 1, unit: 'set', unitPrice: 700000, amount: 700000 }
],
topics: [
{ id: 'qt-3-topic-1', type: 'scope', label: 'Scope', items: ['Supply', 'Install', 'Commission'] },
{ id: 'qt-3-topic-2', type: 'payment', label: 'Payment', items: ['50% deposit', '40% delivery', '10% handover'] },
{ id: 'qt-3-topic-3', type: 'exclusion', label: 'Exclusion', items: ['Building strengthening'] }
],
followUps: [{ id: 'qt-3-fu-1', title: 'Finalize civil scope', dueDate: '2026-06-15', ownerName: 'Krit S.', status: 'open' }],
attachments: [],
approvalSteps: [],
auditEventIds: []
},
{
id: 'qt-4',
code: 'QT2606-003',
enquiryId: 'enq-3',
quotationDate: '2026-06-03',
validUntil: '2026-07-03',
quotationType: 'official',
project: 'Cold Chain Rooftop Solar',
siteLocation: 'Chiang Mai DC',
customerRoles: [
{ role: 'owner', customerId: 'cus-3', contactId: 'ct-5' },
{ role: 'consultant', customerId: 'cus-5', contactId: 'ct-9' }
],
salesmanId: 'sp-3',
saleAdminId: 'sp-2',
branchId: 'chn',
status: 'sent',
revision: 0,
totalAmount: 6100000,
chancePercent: 49,
isHotProject: true,
approvedPdfUrl: '/mock/qt2606-003.pdf',
items: [
{ id: 'qt-4-item-1', topic: 'Solar', description: '500 kWp rooftop system', quantity: 1, unit: 'lot', unitPrice: 5900000, amount: 5900000 },
{ id: 'qt-4-item-2', topic: 'Monitoring', description: 'EMS dashboard', quantity: 1, unit: 'lot', unitPrice: 200000, amount: 200000 }
],
topics: [
{ id: 'qt-4-topic-1', type: 'scope', label: 'Scope', items: ['EPC turnkey'] },
{ id: 'qt-4-topic-2', type: 'payment', label: 'Payment', items: ['30/60/10'] },
{ id: 'qt-4-topic-3', type: 'exclusion', label: 'Exclusion', items: ['Transformer upgrade'] }
],
followUps: [{ id: 'qt-4-fu-1', title: 'Follow up board decision', dueDate: '2026-06-11', ownerName: 'Ton A.', status: 'open' }],
attachments: [{ id: 'qt-4-att-1', fileName: 'financial-model.xls', fileType: 'xls', uploadedAt: '2026-06-03T12:00:00.000Z' }],
approvalSteps: [
{ id: 'qt-4-ap-1', level: 1, approverName: 'Regional Sales Manager', approverPosition: 'Regional Manager', status: 'approved', actedAt: '2026-06-03T11:00:00.000Z' }
],
auditEventIds: ['audit-4']
},
{
id: 'qt-5',
code: 'QT2606-004',
enquiryId: 'enq-5',
quotationDate: '2026-06-06',
validUntil: '2026-07-06',
quotationType: 'service',
project: 'Annual Crane PM',
siteLocation: 'Ayutthaya Plant',
customerRoles: [{ role: 'owner', customerId: 'cus-2', contactId: 'ct-4' }],
salesmanId: 'sp-1',
saleAdminId: 'sp-2',
branchId: 'bkk',
status: 'approved',
revision: 0,
totalAmount: 980000,
chancePercent: 53,
isHotProject: false,
approvedPdfUrl: '/mock/qt2606-004.pdf',
items: [{ id: 'qt-5-item-1', topic: 'Service', description: 'PM contract 12 months', quantity: 1, unit: 'lot', unitPrice: 980000, amount: 980000 }],
topics: [
{ id: 'qt-5-topic-1', type: 'scope', label: 'Scope', items: ['Quarterly PM', 'Emergency call support'] },
{ id: 'qt-5-topic-2', type: 'payment', label: 'Payment', items: ['100% after PO'] },
{ id: 'qt-5-topic-3', type: 'exclusion', label: 'Exclusion', items: ['Spare parts'] }
],
followUps: [{ id: 'qt-5-fu-1', title: 'Await PO', dueDate: '2026-06-17', ownerName: 'Nicha P.', status: 'open' }],
attachments: [],
approvalSteps: [{ id: 'qt-5-ap-1', level: 1, approverName: 'Service GM', approverPosition: 'GM Service', status: 'approved', actedAt: '2026-06-07T10:00:00.000Z' }],
auditEventIds: []
},
{
id: 'qt-6',
code: 'QT2606-005',
enquiryId: 'enq-6',
quotationDate: '2026-05-26',
validUntil: '2026-06-25',
quotationType: 'budgetary',
project: 'Solar Canopy Feasibility',
siteLocation: 'Chiang Rai Service Center',
customerRoles: [{ role: 'owner', customerId: 'cus-5', contactId: 'ct-9' }],
salesmanId: 'sp-3',
saleAdminId: 'sp-2',
branchId: 'chn',
status: 'lost',
revision: 0,
totalAmount: 2400000,
chancePercent: 0,
isHotProject: false,
items: [{ id: 'qt-6-item-1', topic: 'Solar', description: 'Canopy concept and EPC budget', quantity: 1, unit: 'lot', unitPrice: 2400000, amount: 2400000 }],
topics: [
{ id: 'qt-6-topic-1', type: 'scope', label: 'Scope', items: ['Concept study'] },
{ id: 'qt-6-topic-2', type: 'payment', label: 'Payment', items: ['50/50'] },
{ id: 'qt-6-topic-3', type: 'exclusion', label: 'Exclusion', items: ['Authority permit'] }
],
followUps: [],
attachments: [],
approvalSteps: [],
auditEventIds: ['audit-5']
},
{
id: 'qt-7',
code: 'QT2606-006',
enquiryId: 'enq-4',
quotationDate: '2026-06-09',
validUntil: '2026-07-09',
quotationType: 'official',
project: 'Dock Shelter Retrofit',
siteLocation: 'Bangna Logistics Hub',
customerRoles: [{ role: 'consultant', customerId: 'cus-4', contactId: 'ct-7' }],
salesmanId: 'sp-1',
saleAdminId: 'sp-2',
branchId: 'bkk',
status: 'pending_approval',
revision: 0,
totalAmount: 1850000,
chancePercent: 35,
isHotProject: false,
items: [{ id: 'qt-7-item-1', topic: 'Retrofit', description: 'Dock shelter 12 bays', quantity: 12, unit: 'bay', unitPrice: 154166.67, amount: 1850000 }],
topics: [
{ id: 'qt-7-topic-1', type: 'scope', label: 'Scope', items: ['Supply and install 12 shelters'] },
{ id: 'qt-7-topic-2', type: 'payment', label: 'Payment', items: ['50/50'] },
{ id: 'qt-7-topic-3', type: 'exclusion', label: 'Exclusion', items: ['Scaffold by others'] }
],
followUps: [{ id: 'qt-7-fu-1', title: 'Submit approval', dueDate: '2026-06-12', ownerName: 'Nicha P.', status: 'open' }],
attachments: [],
approvalSteps: [{ id: 'qt-7-ap-1', level: 1, approverName: 'Sales Director', approverPosition: 'Director', status: 'pending' }],
auditEventIds: []
},
{
id: 'qt-8',
code: 'QT2606-007',
enquiryId: 'enq-8',
quotationDate: '2026-06-10',
validUntil: '2026-07-10',
quotationType: 'official',
project: 'Monorail Crane Fast Track',
siteLocation: 'Lamphun Plant',
customerRoles: [{ role: 'owner', customerId: 'cus-3', contactId: 'ct-6' }],
salesmanId: 'sp-3',
saleAdminId: 'sp-2',
branchId: 'chn',
status: 'draft',
revision: 0,
totalAmount: 740000,
chancePercent: 28,
isHotProject: false,
items: [{ id: 'qt-8-item-1', topic: 'Crane', description: '1 ton monorail crane', quantity: 1, unit: 'set', unitPrice: 740000, amount: 740000 }],
topics: [
{ id: 'qt-8-topic-1', type: 'scope', label: 'Scope', items: ['Supply only'] },
{ id: 'qt-8-topic-2', type: 'payment', label: 'Payment', items: ['100% before delivery'] },
{ id: 'qt-8-topic-3', type: 'exclusion', label: 'Exclusion', items: ['Install by customer'] }
],
followUps: [],
attachments: [],
approvalSteps: [],
auditEventIds: []
},
{
id: 'qt-9',
code: 'QT2606-008',
enquiryId: 'enq-2',
quotationDate: '2026-06-08',
validUntil: '2026-07-08',
quotationType: 'official',
project: 'Crane Upgrade Option B',
siteLocation: 'Samut Sakhon Plant',
customerRoles: [{ role: 'owner', customerId: 'cus-2', contactId: 'ct-3' }],
salesmanId: 'sp-1',
saleAdminId: 'sp-2',
branchId: 'bkk',
status: 'rejected',
revision: 0,
totalAmount: 5450000,
chancePercent: 22,
isHotProject: false,
items: [{ id: 'qt-9-item-1', topic: 'Crane', description: 'Higher spec option', quantity: 1, unit: 'set', unitPrice: 5450000, amount: 5450000 }],
topics: [
{ id: 'qt-9-topic-1', type: 'scope', label: 'Scope', items: ['Higher duty cycle spec'] },
{ id: 'qt-9-topic-2', type: 'payment', label: 'Payment', items: ['40/50/10'] },
{ id: 'qt-9-topic-3', type: 'exclusion', label: 'Exclusion', items: ['Building modification'] }
],
followUps: [],
attachments: [],
approvalSteps: [{ id: 'qt-9-ap-1', level: 1, approverName: 'Sales Director', approverPosition: 'Director', status: 'rejected', actedAt: '2026-06-09T13:00:00.000Z', comment: 'Margin below target' }],
auditEventIds: []
},
{
id: 'qt-10',
code: 'QT2606-009',
enquiryId: 'enq-5',
quotationDate: '2026-06-10',
validUntil: '2026-07-10',
quotationType: 'service',
project: 'Spare Parts Bundle',
siteLocation: 'Ayutthaya Plant',
customerRoles: [{ role: 'billing', customerId: 'cus-2', contactId: 'ct-4' }],
salesmanId: 'sp-1',
saleAdminId: 'sp-2',
branchId: 'bkk',
status: 'accepted',
revision: 0,
totalAmount: 420000,
chancePercent: 100,
isHotProject: false,
approvedPdfUrl: '/mock/qt2606-009.pdf',
items: [{ id: 'qt-10-item-1', topic: 'Spare Parts', description: 'Critical spare bundle', quantity: 1, unit: 'lot', unitPrice: 420000, amount: 420000 }],
topics: [
{ id: 'qt-10-topic-1', type: 'scope', label: 'Scope', items: ['Spare bundle supply'] },
{ id: 'qt-10-topic-2', type: 'payment', label: 'Payment', items: ['100% with PO'] },
{ id: 'qt-10-topic-3', type: 'exclusion', label: 'Exclusion', items: ['On-site labor'] }
],
followUps: [{ id: 'qt-10-fu-1', title: 'Coordinate delivery slot', dueDate: '2026-06-16', ownerName: 'Nicha P.', status: 'done' }],
attachments: [{ id: 'qt-10-att-1', fileName: 'spare-list.doc', fileType: 'doc', uploadedAt: '2026-06-10T09:00:00.000Z' }],
approvalSteps: [{ id: 'qt-10-ap-1', level: 1, approverName: 'Service GM', approverPosition: 'GM Service', status: 'approved', actedAt: '2026-06-10T08:00:00.000Z' }],
auditEventIds: []
}
],
approvals: [
{ id: 'approval-1', quotationId: 'qt-1', quotationCode: 'QT2606-001', amount: 2750000, productType: 'dockdoor', branchId: 'bkk', submitterName: 'Nicha P.', approverLevel: 2, status: 'pending' },
{ id: 'approval-2', quotationId: 'qt-7', quotationCode: 'QT2606-006', amount: 1850000, productType: 'dockdoor', branchId: 'bkk', submitterName: 'Nicha P.', approverLevel: 1, status: 'pending' },
{ id: 'approval-3', quotationId: 'qt-3', quotationCode: 'QT2606-002', amount: 5200000, productType: 'crane', branchId: 'bkk', submitterName: 'Krit S.', approverLevel: 1, status: 'pending' }
],
auditEvents: [
{ id: 'audit-1', entityType: 'quotation', entityId: 'qt-1', action: 'CREATE', actorName: 'Nicha P.', detail: 'สร้างใบเสนอราคา QT2606-001', createdAt: '2026-06-02T08:15:00.000Z' },
{ id: 'audit-2', entityType: 'approval', entityId: 'qt-1', action: 'APPROVE', actorName: 'Head of Sales', detail: 'อนุมัติ level 1', createdAt: '2026-06-03T09:30:00.000Z' },
{ id: 'audit-3', entityType: 'quotation', entityId: 'qt-2', action: 'REVISE', actorName: 'Krit S.', detail: 'สร้าง revision R01 เพิ่ม safety package', createdAt: '2026-06-07T16:00:00.000Z' },
{ id: 'audit-4', entityType: 'quotation', entityId: 'qt-4', action: 'SEND', actorName: 'Ton A.', detail: 'ส่งใบเสนอราคาให้ลูกค้าทางอีเมล', createdAt: '2026-06-04T10:10:00.000Z' },
{ id: 'audit-5', entityType: 'quotation', entityId: 'qt-6', action: 'REJECT', actorName: 'Customer Board', detail: 'ลูกค้าเลือกคู่แข่งเนื่องจากราคา', createdAt: '2026-06-08T18:00:00.000Z' }
],
sequences: [
{ id: 'seq-1', documentType: 'enquiry', prefix: 'ENQ', period: '2606', branchId: 'bkk', currentNumber: 8, paddingLength: 3 },
{ id: 'seq-2', documentType: 'quotation', prefix: 'QT', period: '2606', branchId: 'bkk', currentNumber: 9, paddingLength: 3 },
{ id: 'seq-3', documentType: 'quotation_revision', prefix: 'QT', period: '2606', branchId: 'bkk', currentNumber: 1, paddingLength: 2 }
],
masterOptions: [
{ id: 'mo-1', group: 'status', code: 'new', label: 'New', active: true },
{ id: 'mo-2', group: 'status', code: 'pending_approval', label: 'Pending Approval', active: true },
{ id: 'mo-3', group: 'product_type', code: 'crane', label: 'Crane', active: true },
{ id: 'mo-4', group: 'product_type', code: 'dockdoor', label: 'Dock Door', active: true },
{ id: 'mo-5', group: 'product_type', code: 'solarcell', label: 'Solar Cell', active: true },
{ id: 'mo-6', group: 'payment_term', code: '40_50_10', label: '40/50/10', active: true },
{ id: 'mo-7', group: 'currency', code: 'THB', label: 'Thai Baht', active: true },
{ id: 'mo-8', group: 'tax_rate', code: 'VAT7', label: 'VAT 7%', active: true }
],
templates: [
{
id: 'tpl-1',
name: 'Standard Commercial Proposal',
version: 'v1.2',
branchId: 'bkk',
description: 'Template for standard equipment quotation.',
mappings: [
{ id: 'tpl-1-map-1', key: 'customer_name', placeholder: '{{customer_name}}', sourceField: 'customer.name' },
{ id: 'tpl-1-map-2', key: 'project_name', placeholder: '{{project_name}}', sourceField: 'quotation.project' },
{ id: 'tpl-1-map-3', key: 'quotation_price', placeholder: '{{quotation_price}}', sourceField: 'quotation.totalAmount' }
]
},
{
id: 'tpl-2',
name: 'Solar EPC Proposal',
version: 'v0.9',
branchId: 'chn',
description: 'Template for solar EPC quotation preview.',
mappings: [
{ id: 'tpl-2-map-1', key: 'site_location', placeholder: '{{site_location}}', sourceField: 'quotation.siteLocation' },
{ id: 'tpl-2-map-2', key: 'approver_names', placeholder: '{{approver_names}}', sourceField: 'quotation.approvalSteps[].approverName' }
]
}
]
};

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@@ -0,0 +1,39 @@
export const enquiryStatusOptions = [
{ value: 'new', label: 'New' },
{ value: 'qualifying', label: 'Qualifying' },
{ value: 'requirement', label: 'Requirement' },
{ value: 'follow_up', label: 'Follow Up' },
{ value: 'converted', label: 'Converted' },
{ value: 'closed_lost', label: 'Closed Lost' },
{ value: 'cancelled', label: 'Cancelled' }
] as const;
export const quotationStatusOptions = [
{ value: 'draft', label: 'Draft' },
{ value: 'pending_approval', label: 'Pending Approval' },
{ value: 'approved', label: 'Approved' },
{ value: 'rejected', label: 'Rejected' },
{ value: 'sent', label: 'Sent' },
{ value: 'accepted', label: 'Accepted' },
{ value: 'lost', label: 'Lost' },
{ value: 'cancelled', label: 'Cancelled' },
{ value: 'revised', label: 'Revised' }
] as const;
export const customerStatusOptions = [
{ value: 'active', label: 'Active' },
{ value: 'prospect', label: 'Prospect' },
{ value: 'inactive', label: 'Inactive' }
] as const;
export const productTypeOptions = [
{ value: 'crane', label: 'Crane' },
{ value: 'dockdoor', label: 'Dock Door' },
{ value: 'solarcell', label: 'Solar Cell' }
] as const;
export const quotationTypeOptions = [
{ value: 'official', label: 'Official' },
{ value: 'budgetary', label: 'Budgetary' },
{ value: 'service', label: 'Service' }
] as const;

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import { z } from 'zod';
export const customerSchema = z.object({
code: z.string().min(3),
name: z.string().min(3),
taxId: z.string().min(8),
email: z.string().email(),
phone: z.string().min(8),
customerType: z.enum(['developer', 'contractor', 'owner', 'consultant']),
customerStatus: z.enum(['active', 'prospect', 'inactive']),
branchId: z.string().min(1),
address: z.string().min(3),
province: z.string().min(2),
district: z.string().min(2),
subDistrict: z.string().min(2),
postalCode: z.string().min(4)
});
export type CustomerFormValues = z.infer<typeof customerSchema>;

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@@ -0,0 +1,19 @@
export function formatCurrency(value: number) {
return new Intl.NumberFormat('th-TH', {
style: 'currency',
currency: 'THB',
maximumFractionDigits: 0
}).format(value);
}
export function formatDate(value: string) {
return new Intl.DateTimeFormat('th-TH', {
day: '2-digit',
month: 'short',
year: 'numeric'
}).format(new Date(value));
}
export function formatPercent(value: number) {
return `${value}%`;
}

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import type { Customer, EnquiryStatus, QuotationStatus } from '../api/types';
export function getCustomerStatusLabel(status: Customer['customerStatus']) {
return (
{
active: 'Active',
prospect: 'Prospect',
inactive: 'Inactive'
}[status] ?? status
);
}
export function getEnquiryStatusLabel(status: EnquiryStatus) {
return (
{
new: 'New',
qualifying: 'Qualifying',
requirement: 'Requirement',
follow_up: 'Follow Up',
converted: 'Converted',
closed_lost: 'Closed Lost',
cancelled: 'Cancelled'
}[status] ?? status
);
}
export function getQuotationStatusLabel(status: QuotationStatus) {
return (
{
draft: 'Draft',
pending_approval: 'Pending Approval',
approved: 'Approved',
rejected: 'Rejected',
sent: 'Sent',
accepted: 'Accepted',
lost: 'Lost',
cancelled: 'Cancelled',
revised: 'Revised'
}[status] ?? status
);
}