tsk-C
compleate
This commit is contained in:
phaichayon
372
plans/task-c.md
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372
plans/task-c.md
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@@ -0,0 +1,372 @@
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# Task C: Customer + Contact Production Module
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## ALLA OS CRM vNext
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คุณคือ Senior Full-stack Engineer
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ให้เริ่ม implement Customer + Contact production module โดยอิง foundation ที่เสร็จแล้วจาก Task A, Task B, Task B.1
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## ต้องอ่านก่อน
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```txt
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docs/implementation/task-a-template-audit.md
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docs/implementation/task-b-template-audit.md
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docs/implementation/task-b1-foundation-stabilization.md
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Layout.md
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AGENTS.md
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.agents/skills/kiranism-shadcn-dashboard
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src/db/schema.ts
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src/features/foundation/**
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src/features/products/**
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src/features/users/**
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src/app/dashboard/crm/**
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```
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## เป้าหมาย
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สร้าง production module สำหรับ:
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```txt
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Customer
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Customer Contact
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```
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ยังไม่ทำ:
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```txt
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Enquiry
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Quotation
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Approval
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Dashboard KPI
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PDF Generator
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Report
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Notification
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```
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## Core Rules
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```txt
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organizationId = tenant boundary
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branchId = business sub-scope
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```
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ทุก customer ต้องมี `organizationId`
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`branchId` ใช้เป็น optional business scope เท่านั้น
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ห้ามใช้ mock CRM service
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ห้าม import จาก:
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```txt
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src/features/crm-demo/**
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src/constants/mock-api*
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```
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## Scope C1: Customer Schema
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เพิ่ม production schema ใน `src/db/schema.ts`
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ตารางแนะนำ:
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```txt
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crm_customers
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```
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Fields ขั้นต่ำ:
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```txt
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id
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organizationId
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branchId
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code
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name
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abbr
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taxId
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customerType
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customerStatus
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address
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province
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district
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subDistrict
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postalCode
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country
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phone
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fax
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email
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website
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leadChannel
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customerGroup
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notes
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isActive
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createdAt
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updatedAt
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deletedAt
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createdBy
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updatedBy
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```
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Rules:
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* `organizationId` required
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* `code` unique ภายใน organization
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* customer status/type ใช้ master options
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* code ใช้ document sequence `customer -> CUS`
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* mutation ต้อง audit log
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## Scope C2: Customer API
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สร้าง route handlers:
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```txt
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src/app/api/crm/customers/route.ts
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src/app/api/crm/customers/[id]/route.ts
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```
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รองรับ:
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```txt
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GET list
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POST create
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GET detail
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PATCH update
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DELETE soft delete
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```
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Rules:
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* ใช้ `requireOrganizationAccess`
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* ใช้ permission helper
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* filter ด้วย organizationId เสมอ
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* ห้าม query ข้าม organization
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* create ต้อง generate customer code
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* create/update/delete ต้อง audit
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Permissions แนะนำ:
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```txt
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crm.customer.read
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crm.customer.create
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crm.customer.update
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crm.customer.delete
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```
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## Scope C3: Customer Feature Layer
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สร้าง:
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```txt
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src/features/crm/customers/api/types.ts
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src/features/crm/customers/api/service.ts
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src/features/crm/customers/api/queries.ts
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src/features/crm/customers/api/mutations.ts
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src/features/crm/customers/schemas/customer.schema.ts
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src/features/crm/customers/components/**
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```
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ใช้ pattern จาก:
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```txt
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src/features/products/**
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src/features/users/**
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```
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## Scope C4: Customer UI
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แทน placeholder routes:
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```txt
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/dashboard/crm/customers
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/dashboard/crm/customers/[id]
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```
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List page ต้องมี:
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```txt
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PageContainer
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DataTable
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search
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status filter
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type filter
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branch filter
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create button
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edit action
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view action
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soft delete action
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```
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Detail page ใช้ Layout.md Template A
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Tabs:
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```txt
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Overview
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Contacts
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Activity
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Related Documents Placeholder
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```
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## Scope C5: Customer Form
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ใช้:
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```txt
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useAppForm
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Zod
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Sheet/Dialog pattern
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React Query mutation
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```
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Create/Edit fields:
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```txt
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name
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abbr
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taxId
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customerType
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customerStatus
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branchId
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address
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province
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district
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subDistrict
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postalCode
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phone
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fax
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email
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website
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leadChannel
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customerGroup
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notes
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```
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Rules:
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* customerType/status ดึงจาก master options
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* branch ดึงจาก branch scope/master options
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* ห้าม hardcode option ใน form
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## Scope C6: Contact Schema
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เพิ่มตาราง:
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```txt
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crm_customer_contacts
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```
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Fields ขั้นต่ำ:
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```txt
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id
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organizationId
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customerId
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name
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position
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department
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phone
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mobile
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email
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isPrimary
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notes
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isActive
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createdAt
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updatedAt
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deletedAt
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createdBy
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updatedBy
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```
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Rules:
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* contact ต้องอยู่ใน organization เดียวกับ customer
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* customerId required
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* primary contact มีได้ 1 คนต่อ customer ถ้าทำได้ใน MVP
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* mutation ต้อง audit
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## Scope C7: Contact API + UI
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Route handlers:
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```txt
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src/app/api/crm/customers/[id]/contacts/route.ts
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src/app/api/crm/customers/[id]/contacts/[contactId]/route.ts
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```
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รองรับ:
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```txt
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GET contacts by customer
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POST create contact
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PATCH update contact
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DELETE soft delete contact
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```
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UI:
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* แสดงใน Customer Detail tab: Contacts
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* Create/Edit contact ด้วย Sheet
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* Primary badge
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* Action edit/delete
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Permissions แนะนำ:
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```txt
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crm.contact.read
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crm.contact.create
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crm.contact.update
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crm.contact.delete
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```
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## Scope C8: Activity Timeline
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ใน Customer Detail เพิ่ม Activity tab แบบ production-ready placeholder
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ให้แสดง audit log ของ customer จาก `tr_audit_logs`
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ถ้ายังไม่มี query helper ให้สร้าง minimal service ได้
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## ห้ามทำใน Task C
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```txt
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Enquiry schema
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Quotation schema
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Approval schema
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Quotation item
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PDF generation
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Dashboard KPI
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Report
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Notification
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```
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## Output หลังทำเสร็จ
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สรุป:
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1. Files Added
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2. Files Modified
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3. Schema Added
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4. API Routes Added
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5. UI Routes Completed
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6. Permissions Used
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7. Audit Integration
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8. Document Sequence Integration
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9. Remaining Risks
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10. Task D Readiness
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## Definition of Done
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Task C ผ่านเมื่อ:
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* Customer schema พร้อม
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* Contact schema พร้อม
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* Customer list ใช้งาน production data
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* Customer detail ใช้งาน production data
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* Customer create/edit/delete ใช้งานได้
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* Contact create/edit/delete ใช้งานได้
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* ใช้ organizationId ทุก query
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* ใช้ master options ใน status/type
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* ใช้ document sequence ตอนสร้าง customer
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* ใช้ audit log ทุก mutation
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* ไม่ import mock CRM
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* ไม่ทำ Enquiry/Quotation/Approval
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409
plans/task-d.md
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409
plans/task-d.md
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@@ -0,0 +1,409 @@
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# Task D: Enquiry Production Module
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## ALLA OS CRM vNext
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||||
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คุณคือ Senior Full-stack Engineer
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||||
ให้ implement Enquiry production module โดยต่อยอดจาก Task A, B, B.1, C
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## ต้องอ่านก่อน
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||||
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```txt
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docs/implementation/task-a-template-audit.md
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docs/implementation/task-b-template-audit.md
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docs/implementation/task-b1-foundation-stabilization.md
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Layout.md
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AGENTS.md
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.agents/skills/kiranism-shadcn-dashboard
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src/db/schema.ts
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src/features/foundation/**
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src/features/crm/customers/**
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src/app/dashboard/crm/**
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```
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## เป้าหมาย
|
||||
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||||
สร้าง production module สำหรับ:
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```txt
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Enquiry
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Enquiry Follow-up / Activity
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Customer + Contact linkage
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```
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ยังไม่ทำ:
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```txt
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Quotation production
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Approval production
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PDF Generator
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Report
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Dashboard KPI จริง
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```
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## Core Rules
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||||
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||||
```txt
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||||
organizationId = tenant boundary
|
||||
branchId = business sub-scope
|
||||
```
|
||||
|
||||
ทุก enquiry ต้องมี `organizationId`
|
||||
|
||||
`branchId` ใช้เป็น optional business/document scope
|
||||
|
||||
ห้ามใช้ mock CRM service
|
||||
|
||||
ห้าม import จาก:
|
||||
|
||||
```txt
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||||
src/features/crm-demo/**
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src/constants/mock-api*
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```
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## Business Flow
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Enquiry คือ Sales Opportunity ก่อนออกใบเสนอราคา
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```txt
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Customer
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└─ Contact
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└─ Enquiry
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└─ Quotation ใน Task ถัดไป
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```
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1 Customer มีหลาย Enquiry ได้
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1 Enquiry อ้างอิง Contact ได้
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1 Enquiry ต่อไปจะมีหลาย Quotation ได้ แต่ Task D ยังไม่ต้องสร้าง Quotation
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## Scope D1: Enquiry Schema
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เพิ่ม production schema ใน `src/db/schema.ts`
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ตารางหลัก:
|
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|
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```txt
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crm_enquiries
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```
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|
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Fields ขั้นต่ำ:
|
||||
|
||||
```txt
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id
|
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organizationId
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branchId
|
||||
code
|
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|
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customerId
|
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contactId
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|
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title
|
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description
|
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requirement
|
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projectName
|
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projectLocation
|
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|
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productType
|
||||
status
|
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priority
|
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leadChannel
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|
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estimatedValue
|
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chancePercent
|
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expectedCloseDate
|
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|
||||
competitor
|
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source
|
||||
notes
|
||||
|
||||
isHotProject
|
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isActive
|
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|
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createdAt
|
||||
updatedAt
|
||||
deletedAt
|
||||
createdBy
|
||||
updatedBy
|
||||
```
|
||||
|
||||
Rules:
|
||||
|
||||
* `organizationId` required
|
||||
* `customerId` required
|
||||
* `contactId` optional
|
||||
* `code` unique ภายใน organization
|
||||
* `status`, `productType`, `priority`, `leadChannel` ใช้ master options
|
||||
* code ใช้ document sequence `enquiry -> ENQ`
|
||||
* create/update/delete ต้อง audit log
|
||||
* ห้ามสร้าง quotation table ใน Task D
|
||||
|
||||
## Scope D2: Enquiry Follow-up Schema
|
||||
|
||||
เพิ่ม table:
|
||||
|
||||
```txt
|
||||
crm_enquiry_followups
|
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```
|
||||
|
||||
Fields ขั้นต่ำ:
|
||||
|
||||
```txt
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id
|
||||
organizationId
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||||
enquiryId
|
||||
followupDate
|
||||
followupType
|
||||
contactId
|
||||
outcome
|
||||
notes
|
||||
nextFollowupDate
|
||||
nextAction
|
||||
createdAt
|
||||
updatedAt
|
||||
deletedAt
|
||||
createdBy
|
||||
updatedBy
|
||||
```
|
||||
|
||||
Rules:
|
||||
|
||||
* follow-up ต้องอยู่ใน organization เดียวกับ enquiry
|
||||
* mutation ต้อง audit
|
||||
* ใช้สำหรับ activity timeline ของ enquiry
|
||||
|
||||
## Scope D3: Enquiry API
|
||||
|
||||
สร้าง route handlers:
|
||||
|
||||
```txt
|
||||
src/app/api/crm/enquiries/route.ts
|
||||
src/app/api/crm/enquiries/[id]/route.ts
|
||||
src/app/api/crm/enquiries/[id]/followups/route.ts
|
||||
src/app/api/crm/enquiries/[id]/followups/[followupId]/route.ts
|
||||
```
|
||||
|
||||
รองรับ:
|
||||
|
||||
```txt
|
||||
GET list
|
||||
POST create
|
||||
GET detail
|
||||
PATCH update
|
||||
DELETE soft delete
|
||||
|
||||
GET followups
|
||||
POST followup
|
||||
PATCH followup
|
||||
DELETE followup
|
||||
```
|
||||
|
||||
Rules:
|
||||
|
||||
* ใช้ `requireOrganizationAccess`
|
||||
* ใช้ permission helper
|
||||
* filter ด้วย organizationId เสมอ
|
||||
* customer/contact ต้องอยู่ใน organization เดียวกัน
|
||||
* create enquiry ต้อง generate code
|
||||
* ทุก mutation ต้อง audit
|
||||
|
||||
Permissions แนะนำ:
|
||||
|
||||
```txt
|
||||
crm.enquiry.read
|
||||
crm.enquiry.create
|
||||
crm.enquiry.update
|
||||
crm.enquiry.delete
|
||||
crm.enquiry.followup.read
|
||||
crm.enquiry.followup.create
|
||||
crm.enquiry.followup.update
|
||||
crm.enquiry.followup.delete
|
||||
```
|
||||
|
||||
## Scope D4: Enquiry Feature Layer
|
||||
|
||||
สร้าง:
|
||||
|
||||
```txt
|
||||
src/features/crm/enquiries/api/types.ts
|
||||
src/features/crm/enquiries/api/service.ts
|
||||
src/features/crm/enquiries/api/queries.ts
|
||||
src/features/crm/enquiries/api/mutations.ts
|
||||
src/features/crm/enquiries/schemas/enquiry.schema.ts
|
||||
src/features/crm/enquiries/server/service.ts
|
||||
src/features/crm/enquiries/components/**
|
||||
```
|
||||
|
||||
ใช้ pattern จาก:
|
||||
|
||||
```txt
|
||||
src/features/products/**
|
||||
src/features/users/**
|
||||
src/features/crm/customers/**
|
||||
```
|
||||
|
||||
## Scope D5: Enquiry UI
|
||||
|
||||
แทน placeholder routes:
|
||||
|
||||
```txt
|
||||
/dashboard/crm/enquiries
|
||||
/dashboard/crm/enquiries/[id]
|
||||
```
|
||||
|
||||
List page ต้องมี:
|
||||
|
||||
```txt
|
||||
PageContainer
|
||||
DataTable
|
||||
search
|
||||
status filter
|
||||
product type filter
|
||||
priority filter
|
||||
branch filter
|
||||
customer filter
|
||||
create button
|
||||
edit action
|
||||
view action
|
||||
soft delete action
|
||||
```
|
||||
|
||||
Detail page ใช้ Layout.md Template A
|
||||
|
||||
Tabs:
|
||||
|
||||
```txt
|
||||
Overview
|
||||
Follow-ups
|
||||
Activity
|
||||
Related Quotations Placeholder
|
||||
```
|
||||
|
||||
## Scope D6: Enquiry Form
|
||||
|
||||
ใช้:
|
||||
|
||||
```txt
|
||||
useAppForm
|
||||
Zod
|
||||
Sheet/Dialog pattern
|
||||
React Query mutation
|
||||
```
|
||||
|
||||
Create/Edit fields:
|
||||
|
||||
```txt
|
||||
customerId
|
||||
contactId
|
||||
title
|
||||
description
|
||||
requirement
|
||||
projectName
|
||||
projectLocation
|
||||
branchId
|
||||
productType
|
||||
status
|
||||
priority
|
||||
leadChannel
|
||||
estimatedValue
|
||||
chancePercent
|
||||
expectedCloseDate
|
||||
competitor
|
||||
source
|
||||
isHotProject
|
||||
notes
|
||||
```
|
||||
|
||||
Rules:
|
||||
|
||||
* customer dropdown ดึงจาก production customer API
|
||||
* contact dropdown filter ตาม customer ที่เลือก
|
||||
* status/productType/priority/leadChannel ดึงจาก master options
|
||||
* branch ดึงจาก branch scope/master options
|
||||
* ห้าม hardcode option ใน form
|
||||
|
||||
## Scope D7: Follow-up UI
|
||||
|
||||
ใน Enquiry Detail tab: Follow-ups
|
||||
|
||||
ต้องมี:
|
||||
|
||||
```txt
|
||||
followup list
|
||||
create followup
|
||||
edit followup
|
||||
delete followup
|
||||
next followup date
|
||||
next action
|
||||
outcome
|
||||
```
|
||||
|
||||
ใช้ Sheet/Dialog pattern
|
||||
|
||||
## Scope D8: Activity Timeline
|
||||
|
||||
ใน Enquiry Detail เพิ่ม Activity tab
|
||||
|
||||
อ่าน audit log จาก `tr_audit_logs`
|
||||
|
||||
ใช้:
|
||||
|
||||
```txt
|
||||
entityType = crm_enquiry
|
||||
entityId = enquiry.id
|
||||
```
|
||||
|
||||
และ follow-up audit ถ้าเหมาะสม
|
||||
|
||||
## Scope D9: Customer Detail Integration
|
||||
|
||||
ใน Customer Detail page เพิ่ม section/tab หรือ related placeholder ให้เห็น Enquiry ที่เกี่ยวข้องกับ customer
|
||||
|
||||
ยังไม่ต้องทำ dashboard KPI
|
||||
|
||||
## ห้ามทำใน Task D
|
||||
|
||||
```txt
|
||||
Quotation schema
|
||||
Quotation API
|
||||
Approval schema
|
||||
Approval workflow
|
||||
PDF generation
|
||||
Report
|
||||
Dashboard KPI จริง
|
||||
Notification
|
||||
```
|
||||
|
||||
## Output หลังทำเสร็จ
|
||||
|
||||
สรุป:
|
||||
|
||||
1. Files Added
|
||||
2. Files Modified
|
||||
3. Schema Added
|
||||
4. API Routes Added
|
||||
5. UI Routes Completed
|
||||
6. Permissions Used
|
||||
7. Audit Integration
|
||||
8. Document Sequence Integration
|
||||
9. Customer/Contact Integration
|
||||
10. Remaining Risks
|
||||
11. Task E Readiness
|
||||
|
||||
## Definition of Done
|
||||
|
||||
Task D ผ่านเมื่อ:
|
||||
|
||||
* Enquiry schema พร้อม
|
||||
* Enquiry follow-up schema พร้อม
|
||||
* Enquiry list ใช้ production data
|
||||
* Enquiry detail ใช้ production data
|
||||
* Enquiry create/edit/delete ใช้งานได้
|
||||
* Follow-up create/edit/delete ใช้งานได้
|
||||
* ใช้ organizationId ทุก query
|
||||
* customer/contact ต้องอยู่ organization เดียวกัน
|
||||
* ใช้ master options ใน status/productType/priority/leadChannel
|
||||
* ใช้ document sequence ตอนสร้าง enquiry
|
||||
* ใช้ audit log ทุก mutation
|
||||
* ไม่ import mock CRM
|
||||
* ไม่ทำ Quotation/Approval
|
||||
Reference in New Issue
Block a user