From b8cd39eaa4bf59c23c802b5e42d462cfd0847b21 Mon Sep 17 00:00:00 2001
From: phaichayon <phaichayon.2011@gmail.com>
Date: Mon, 15 Jun 2026 11:19:31 +0700
Subject: [PATCH] task-b task-b.1 complere

---
 docs/adr/ADR-0006-branch-domain-model.md      |    8 +
 docs/implementation/task-b-template-audit.md  |  337 ++++
 .../task-b1-foundation-stabilization.md       |  279 ++++
 package.json                                  |    7 +-
 plans/task-b.1.md                             |  468 ++++++
 src/app/dashboard/crm-demo/approvals/page.tsx |   26 +
 .../crm-demo/customers/[id]/page.tsx          |   24 +
 src/app/dashboard/crm-demo/customers/page.tsx |   49 +
 .../crm-demo/enquiries/[id]/page.tsx          |   24 +
 src/app/dashboard/crm-demo/enquiries/page.tsx |   55 +
 src/app/dashboard/crm-demo/page.tsx           |   25 +
 .../crm-demo/quotations/[id]/page.tsx         |   24 +
 .../dashboard/crm-demo/quotations/page.tsx    |   57 +
 .../settings/document-sequences/page.tsx      |   21 +
 .../crm-demo/settings/master-options/page.tsx |   37 +
 .../crm-demo/settings/templates/page.tsx      |   21 +
 src/app/dashboard/crm/approvals/page.tsx      |   26 +-
 src/app/dashboard/crm/customers/[id]/page.tsx |   28 +-
 src/app/dashboard/crm/customers/page.tsx      |   52 +-
 src/app/dashboard/crm/enquiries/[id]/page.tsx |   28 +-
 src/app/dashboard/crm/enquiries/page.tsx      |   58 +-
 src/app/dashboard/crm/page.tsx                |   30 +-
 .../dashboard/crm/quotations/[id]/page.tsx    |   28 +-
 src/app/dashboard/crm/quotations/page.tsx     |   59 +-
 .../crm/settings/document-sequences/page.tsx  |   24 +-
 .../dashboard/crm/settings/templates/page.tsx |   20 +-
 src/app/dashboard/workspaces/page.tsx         |  130 +-
 src/config/nav-config.ts                      |  164 +-
 src/db/seeds/foundation.seed.ts               |  298 ++++
 .../{crm => crm-demo}/api/mutations.ts        |    0
 src/features/{crm => crm-demo}/api/queries.ts |    7 +-
 src/features/{crm => crm-demo}/api/service.ts |  191 ++-
 src/features/{crm => crm-demo}/api/types.ts   |    0
 .../components/approvals-page.tsx             |    6 +-
 .../components/crm-dashboard.tsx              |   63 +-
 .../components/customer-detail.tsx            |    5 +-
 .../components/customer-form-sheet.tsx        |   14 +-
 .../crm-demo/components/customers-table.tsx   |  186 +++
 .../crm-demo/components/enquiries-table.tsx   |  157 ++
 .../components/enquiry-detail.tsx             |    0
 .../components/quotation-detail.tsx           |    4 +-
 .../crm-demo/components/quotations-table.tsx  |  225 +++
 .../components/settings-page.tsx              |    8 +-
 .../{crm => crm-demo}/components/shared.tsx   |   60 +-
 src/features/crm-demo/data/mock-crm.ts        | 1377 +++++++++++++++++
 .../{crm => crm-demo}/data/options.ts         |    0
 .../{crm => crm-demo}/schemas/customer.ts     |    0
 .../{crm => crm-demo}/utils/format.ts         |    0
 .../{crm => crm-demo}/utils/status.ts         |    0
 .../crm/components/customers-table.tsx        |  207 ---
 .../crm/components/enquiries-table.tsx        |  178 ---
 .../crm/components/quotations-table.tsx       |  252 ---
 src/features/crm/data/mock-crm.ts             |  731 ---------
 .../components/crm-production-placeholder.tsx |   56 +
 src/lib/searchparams.ts                       |    9 +
 55 files changed, 4295 insertions(+), 1848 deletions(-)
 create mode 100644 docs/adr/ADR-0006-branch-domain-model.md
 create mode 100644 docs/implementation/task-b-template-audit.md
 create mode 100644 docs/implementation/task-b1-foundation-stabilization.md
 create mode 100644 plans/task-b.1.md
 create mode 100644 src/app/dashboard/crm-demo/approvals/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/customers/[id]/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/customers/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/enquiries/[id]/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/enquiries/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/quotations/[id]/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/quotations/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/settings/document-sequences/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/settings/master-options/page.tsx
 create mode 100644 src/app/dashboard/crm-demo/settings/templates/page.tsx
 create mode 100644 src/db/seeds/foundation.seed.ts
 rename src/features/{crm => crm-demo}/api/mutations.ts (100%)
 rename src/features/{crm => crm-demo}/api/queries.ts (95%)
 rename src/features/{crm => crm-demo}/api/service.ts (75%)
 rename src/features/{crm => crm-demo}/api/types.ts (100%)
 rename src/features/{crm => crm-demo}/components/approvals-page.tsx (97%)
 rename src/features/{crm => crm-demo}/components/crm-dashboard.tsx (80%)
 rename src/features/{crm => crm-demo}/components/customer-detail.tsx (96%)
 rename src/features/{crm => crm-demo}/components/customer-form-sheet.tsx (95%)
 create mode 100644 src/features/crm-demo/components/customers-table.tsx
 create mode 100644 src/features/crm-demo/components/enquiries-table.tsx
 rename src/features/{crm => crm-demo}/components/enquiry-detail.tsx (100%)
 rename src/features/{crm => crm-demo}/components/quotation-detail.tsx (98%)
 create mode 100644 src/features/crm-demo/components/quotations-table.tsx
 rename src/features/{crm => crm-demo}/components/settings-page.tsx (92%)
 rename src/features/{crm => crm-demo}/components/shared.tsx (87%)
 create mode 100644 src/features/crm-demo/data/mock-crm.ts
 rename src/features/{crm => crm-demo}/data/options.ts (100%)
 rename src/features/{crm => crm-demo}/schemas/customer.ts (100%)
 rename src/features/{crm => crm-demo}/utils/format.ts (100%)
 rename src/features/{crm => crm-demo}/utils/status.ts (100%)
 delete mode 100644 src/features/crm/components/customers-table.tsx
 delete mode 100644 src/features/crm/components/enquiries-table.tsx
 delete mode 100644 src/features/crm/components/quotations-table.tsx
 delete mode 100644 src/features/crm/data/mock-crm.ts
 create mode 100644 src/features/foundation/components/crm-production-placeholder.tsx

diff --git a/docs/adr/ADR-0006-branch-domain-model.md b/docs/adr/ADR-0006-branch-domain-model.md
new file mode 100644
index 0000000..a78d24c
--- /dev/null
+++ b/docs/adr/ADR-0006-branch-domain-model.md
@@ -0,0 +1,8 @@
+Current:
+branch stored in ms_options
+
+Future:
+organization_branches table
+
+Reason:
+branch will contain business metadata and workflow configuration
\ No newline at end of file
diff --git a/docs/implementation/task-b-template-audit.md b/docs/implementation/task-b-template-audit.md
new file mode 100644
index 0000000..ff8fde8
--- /dev/null
+++ b/docs/implementation/task-b-template-audit.md
@@ -0,0 +1,337 @@
+# Task B Template Audit
+
+## 1. Executive Summary
+
+Task B implemented the shared foundation layer for ALLA OS CRM vNext without introducing CRM business modules such as Customer, Contact, Enquiry, Quotation, Approval, KPI, Report, or PDF generation.
+
+The foundation now provides:
+
+- Current user context helpers
+- Organization context helpers
+- Permission helpers
+- Branch scope abstraction
+- Master options service and API
+- Document sequence service
+- Audit log helper
+
+This work follows the Task A convention freeze:
+
+- `organizationId` remains the tenant boundary
+- membership and permissions remain organization-scoped
+- `branchId` is treated as business sub-scope only
+- existing Auth.js and shared auth helpers are reused rather than replaced
+
+## 2. Files Added
+
+### Documentation
+
+- `docs/implementation/task-b-template-audit.md`
+
+### Schema / Migration
+
+- `drizzle/0001_orange_mandarin.sql`
+- `drizzle/meta/0001_snapshot.json`
+
+### Foundation Helpers and Services
+
+- `src/features/foundation/auth-context/types.ts`
+- `src/features/foundation/auth-context/service.ts`
+- `src/features/foundation/organization-context/service.ts`
+- `src/features/foundation/permission/service.ts`
+- `src/features/foundation/branch-scope/types.ts`
+- `src/features/foundation/branch-scope/service.ts`
+- `src/features/foundation/master-options/types.ts`
+- `src/features/foundation/master-options/service.ts`
+- `src/features/foundation/master-options/api/types.ts`
+- `src/features/foundation/master-options/api/service.ts`
+- `src/features/foundation/master-options/api/queries.ts`
+- `src/features/foundation/master-options/api/mutations.ts`
+- `src/features/foundation/master-options/components/columns.tsx`
+- `src/features/foundation/master-options/components/master-options-table.tsx`
+- `src/features/foundation/master-options/components/master-options-listing.tsx`
+- `src/features/foundation/document-sequence/types.ts`
+- `src/features/foundation/document-sequence/service.ts`
+- `src/features/foundation/audit-log/types.ts`
+- `src/features/foundation/audit-log/service.ts`
+
+### API Route
+
+- `src/app/api/foundation/master-options/route.ts`
+
+## 3. Files Modified
+
+- `src/db/schema.ts`
+- `src/app/dashboard/crm/settings/master-options/page.tsx`
+- `drizzle/meta/_journal.json`
+- `drizzle/meta/0000_snapshot.json`
+
+## 4. Current User Context Output
+
+Implemented in:
+
+- `src/features/foundation/auth-context/service.ts`
+
+Helpers added:
+
+- `getCurrentUser()`
+- `requireCurrentUser()`
+- `getCurrentUserContext()`
+
+Returned context shape:
+
+- `user`
+- `activeOrganization`
+- `membership`
+- `permissions`
+- `businessRole`
+
+Implementation notes:
+
+- Reuses `auth()` from `src/auth.ts`
+- Reuses `requireSession()` from `src/lib/auth/session.ts`
+- Does not duplicate sign-in or session enrichment logic
+
+## 5. Organization Context Output
+
+Implemented in:
+
+- `src/features/foundation/organization-context/service.ts`
+
+Helpers added:
+
+- `getCurrentOrganization()`
+- `getActiveOrganizationId()`
+- `requireOrganizationAccess()`
+
+Implementation notes:
+
+- Re-exports the existing shared `requireOrganizationAccess()` helper
+- Reuses current Auth.js active organization state
+- Preserves `organizationId` as the only tenant boundary
+
+## 6. Permission Layer Output
+
+Implemented in:
+
+- `src/features/foundation/permission/service.ts`
+
+Helpers added:
+
+- `hasPermission(permission)`
+- `requirePermission(permission)`
+- `hasBusinessRole(role)`
+
+Implementation notes:
+
+- Reuses `memberships.permissions`
+- Reuses `activeBusinessRole`
+- Gives `super_admin` a bypass through existing session semantics
+- Does not introduce a second RBAC model
+
+## 7. Branch Scope Output
+
+Implemented in:
+
+- `src/features/foundation/branch-scope/service.ts`
+
+Helpers added:
+
+- `getUserBranches()`
+- `getActiveBranch()`
+- `validateBranchAccess()`
+
+Implementation notes:
+
+- Branches are currently abstracted through master options category `crm_branch`
+- No CRM branch UI was added
+- No direct schema migration for a full branch domain model was added
+- Branch remains a business scope, not a tenant model
+
+## 8. Master Options Output
+
+Implemented in:
+
+- `src/features/foundation/master-options/service.ts`
+- `src/features/foundation/master-options/api/**`
+- `src/app/api/foundation/master-options/route.ts`
+
+Schema added in:
+
+- `src/db/schema.ts` as `msOptions`
+
+Helpers and services added:
+
+- `listMasterOptions()`
+- `getOptionsByCategory()`
+- `getActiveOptionsByCategory()`
+
+Supported characteristics:
+
+- organization-scoped option records
+- category-based lookup
+- parent / child option structure
+- active / inactive state
+- soft delete via `deletedAt`
+- reusable query layer for future CRM modules
+
+Supported category constants:
+
+- `crm_branch`
+- `crm_customer_status`
+- `crm_customer_type`
+- `crm_enquiry_status`
+- `crm_quotation_status`
+- `crm_product_type`
+- `crm_currency`
+- `crm_payment_term`
+- `crm_priority`
+- `crm_lead_channel`
+
+## 9. Document Sequence Output
+
+Implemented in:
+
+- `src/features/foundation/document-sequence/service.ts`
+
+Schema added in:
+
+- `src/db/schema.ts` as `documentSequences`
+
+Helpers added:
+
+- `previewNextDocumentCode()`
+- `generateNextDocumentCode()`
+
+Implementation notes:
+
+- `preview` does not increment
+- `generate` increments
+- generation uses transaction plus row lock behavior
+- code generation stays on the server
+
+Current default prefixes:
+
+- `customer -> CUS`
+- `contact -> CON`
+- `enquiry -> ENQ`
+- `quotation -> QT`
+- `approval -> APV`
+
+## 10. Audit Log Output
+
+Implemented in:
+
+- `src/features/foundation/audit-log/service.ts`
+
+Schema added in:
+
+- `src/db/schema.ts` as `trAuditLogs`
+
+Helpers added:
+
+- `auditCreate()`
+- `auditUpdate()`
+- `auditDelete()`
+- `auditAction()`
+
+Supported fields:
+
+- `beforeData`
+- `afterData`
+- `requestId`
+- `organizationId`
+- `branchId`
+- `userId`
+- `entityType`
+- `entityId`
+- `action`
+
+## 11. UI Output
+
+Task B only touched the allowed foundation testing page:
+
+- `src/app/dashboard/crm/settings/master-options/page.tsx`
+
+What changed:
+
+- the page no longer points at the old CRM mock reference query
+- it now uses the new foundation master options listing flow
+- it keeps the existing dashboard shell and `PageContainer` pattern
+- it keeps the existing React Query plus DataTable pattern
+
+What was intentionally not added:
+
+- no new dashboard shell
+- no new design system
+- no CRM business forms or CRUD screens
+
+## 12. Reuse From Template / Existing Repo
+
+Reused foundation from the current repo:
+
+- `src/auth.ts`
+- `src/lib/auth/session.ts`
+- `src/lib/auth/rbac.ts`
+- `src/lib/api-client.ts`
+- `src/lib/query-client.ts`
+- `src/lib/searchparams.ts`
+- `PageContainer`
+- existing DataTable primitives
+- existing React Query hydration pattern
+- existing Auth.js session enrichment
+
+Production reference patterns reused:
+
+- `src/features/products/**`
+- `src/features/users/**`
+
+## 13. Migration Still Needed
+
+Future work still required after Task B:
+
+- seed data or admin flows for `ms_options`
+- seed or setup flows for `document_sequences`
+- actual CRM entity tables and route handlers
+- mutation-level integration that calls `auditCreate`, `auditUpdate`, `auditDelete`
+- branch-to-user assignment model if the product needs something stricter than option-based abstraction
+- replacement of remaining CRM mock services and pages under `src/features/crm/**`
+
+## 14. Risks
+
+Known risks after Task B:
+
+- the foundation tables exist in schema and migration, but runtime depends on applying the migration
+- branch scope is still abstraction-only and not yet backed by a dedicated operational model
+- master options page is migrated, but the rest of CRM still points at mock data
+- some compile errors still exist in legacy CRM mock files outside the Task B foundation scope
+
+## 15. Verification Notes
+
+Completed during Task B:
+
+- generated Drizzle migration for the new foundation tables
+- formatted the new and changed files
+- checked TypeScript compilation
+
+Compilation note:
+
+- foundation-layer code added for Task B was cleaned up against its own type issues
+- project-wide `tsc --noEmit` still reports existing errors in legacy CRM mock files outside the new foundation path
+
+## 16. Task C Readiness
+
+Task C can now start on top of this foundation with the following ready:
+
+- shared user and organization context helpers
+- permission guard helpers
+- branch access abstraction
+- option lookup abstraction for statuses and enumerations
+- server-side document code generation
+- shared audit logging helper
+
+Recommended Task C direction:
+
+- build `Customer` and `Contact` on top of the new foundation services
+- keep `organizationId` mandatory on all new CRM entities
+- use `branchId` only as business sub-scope where needed
+- wire all mutations through sequence and audit helpers where relevant
diff --git a/docs/implementation/task-b1-foundation-stabilization.md b/docs/implementation/task-b1-foundation-stabilization.md
new file mode 100644
index 0000000..55cf8c0
--- /dev/null
+++ b/docs/implementation/task-b1-foundation-stabilization.md
@@ -0,0 +1,279 @@
+# Task B.1 Foundation Stabilization
+
+## 1. Executive Summary
+
+Task B.1 completed two goals:
+
+1. Foundation Stabilization
+2. Production Isolation
+
+The foundation layer from Task B is now safer to use for Task C because:
+
+- foundation seed data now exists for master options and document sequences
+- production CRM routes no longer import legacy CRM mock services
+- legacy CRM demo code has been isolated under dedicated `crm-demo` paths
+- TypeScript compilation passes after the route and module isolation changes
+
+No Customer, Contact, Enquiry, Quotation, Approval, KPI, Report, PDF, or Notification production module was added in this task.
+
+## 2. Foundation Review
+
+### 2.1 Schema Review
+
+Reviewed tables introduced in Task B:
+
+- `ms_options`
+- `document_sequences`
+- `tr_audit_logs`
+
+Current strengths:
+
+- all three tables consistently use `organization_id`
+- `ms_options` supports soft delete through `deleted_at`
+- `ms_options` has a unique constraint on `(organization_id, category, code)`
+- `document_sequences` has a unique constraint on `(organization_id, document_type, period, branch_id)`
+- `tr_audit_logs` supports `before_data`, `after_data`, and `request_id`
+
+Current migration notes:
+
+- `ms_options` does not yet enforce a foreign key from `parent_id` back to `ms_options.id`
+- `document_sequences` does not yet enforce a foreign key to a branch model because branch is still abstraction-only
+- `tr_audit_logs` does not yet enforce foreign keys to `organizations` or `users`
+- `tr_audit_logs` could benefit from future read-oriented indexes such as `(organization_id, entity_type, entity_id)` once audit queries are introduced
+
+Decision:
+
+- no schema change was made in Task B.1 for the above notes because the task explicitly asked not to change schema unless necessary
+
+### 2.2 Service Review
+
+Reviewed foundation services:
+
+- `auth-context`
+- `organization-context`
+- `permission`
+- `branch-scope`
+- `master-options`
+- `document-sequence`
+- `audit-log`
+
+Review summary:
+
+- naming is consistent with Task B expectations
+- return shapes are now stable enough for Task C
+- organization-first design is preserved across helpers
+- error handling is explicit in permission, organization, branch, and seed flows
+
+Implementation adjustments made in Task B.1:
+
+- `searchParams` was extended so isolated demo routes no longer break type checks
+- `crm-demo` compile issues were cleaned up without changing its business behavior
+- production CRM route tree now uses placeholder or foundation-safe pages only
+
+## 3. Seed Review
+
+### 3.1 Foundation Seed Added
+
+Seed script added:
+
+- `src/db/seeds/foundation.seed.ts`
+
+Package scripts updated:
+
+- `seed:foundation`
+- `setup:db` now includes `seed:foundation`
+
+Seed behavior:
+
+- loads `DATABASE_URL` from `.env.local` or `.env`
+- reads `organizations` from the database
+- throws a clear error if no organizations exist
+- seeds foundation data for every organization found
+
+### 3.2 Master Options Seeded
+
+Seeded categories:
+
+- `crm_branch`
+- `crm_customer_status`
+- `crm_customer_type`
+- `crm_enquiry_status`
+- `crm_quotation_status`
+- `crm_product_type`
+- `crm_currency`
+- `crm_payment_term`
+- `crm_priority`
+- `crm_lead_channel`
+
+Important notes:
+
+- seeding is idempotent via `on conflict`
+- `crm_branch` options are seeded first and reused by document sequence seed
+- no organization id is hardcoded
+
+### 3.3 Document Sequence Seeded
+
+Seeded sequence types:
+
+- `customer -> CUS`
+- `contact -> CON`
+- `enquiry -> ENQ`
+- `quotation -> QT`
+- `approval -> APV`
+
+Behavior:
+
+- seeded per organization
+- seeded per seeded branch option
+- idempotent via `on conflict`
+- uses the current `YYMM` period
+- throws clearly if required organization or branch data is unavailable
+
+## 4. Production Isolation Review
+
+### 4.1 Production-Ready Path
+
+Production-safe CRM route path now lives under:
+
+- `src/app/dashboard/crm/**`
+
+Current production-safe routes:
+
+- `/dashboard/crm`
+- `/dashboard/crm/customers`
+- `/dashboard/crm/customers/[id]`
+- `/dashboard/crm/enquiries`
+- `/dashboard/crm/enquiries/[id]`
+- `/dashboard/crm/quotations`
+- `/dashboard/crm/quotations/[id]`
+- `/dashboard/crm/approvals`
+- `/dashboard/crm/settings/document-sequences`
+- `/dashboard/crm/settings/templates`
+- `/dashboard/crm/settings/master-options`
+
+Production-safe behavior:
+
+- no route above imports `@/features/crm-demo/**`
+- no route above imports mock query/service layers
+- `master-options` remains connected to the real foundation path
+- all other CRM production routes are explicit placeholders until Task C and later tasks build real modules
+
+### 4.2 Legacy Mock Path
+
+Legacy CRM mock module was moved to:
+
+- `src/features/crm-demo/**`
+
+Legacy demo route tree was moved to:
+
+- `src/app/dashboard/crm-demo/**`
+
+The old mock flow is still preserved for reference and manual comparison, but it is no longer the production path.
+
+### 4.3 Route Separation
+
+Production route:
+
+- `/dashboard/crm`
+
+Demo route:
+
+- `/dashboard/crm-demo`
+
+Separation achieved:
+
+- production route tree does not import demo services
+- demo route tree imports `@/features/crm-demo/**`
+- demo links inside the moved module now point to `/dashboard/crm-demo/**`
+
+## 5. Mock Modules Moved
+
+Moved feature module:
+
+- `src/features/crm` -> `src/features/crm-demo`
+
+Moved route tree:
+
+- `src/app/dashboard/crm` legacy implementation -> `src/app/dashboard/crm-demo`
+
+Then recreated:
+
+- `src/app/dashboard/crm/**` as production-safe placeholder/foundation routes
+
+## 6. Files Added
+
+### Documentation
+
+- `docs/implementation/task-b1-foundation-stabilization.md`
+
+### Foundation Seed
+
+- `src/db/seeds/foundation.seed.ts`
+
+### Production CRM Placeholder Support
+
+- `src/features/foundation/components/crm-production-placeholder.tsx`
+
+### Production CRM Routes
+
+- `src/app/dashboard/crm/page.tsx`
+- `src/app/dashboard/crm/customers/page.tsx`
+- `src/app/dashboard/crm/customers/[id]/page.tsx`
+- `src/app/dashboard/crm/enquiries/page.tsx`
+- `src/app/dashboard/crm/enquiries/[id]/page.tsx`
+- `src/app/dashboard/crm/quotations/page.tsx`
+- `src/app/dashboard/crm/quotations/[id]/page.tsx`
+- `src/app/dashboard/crm/approvals/page.tsx`
+- `src/app/dashboard/crm/settings/document-sequences/page.tsx`
+- `src/app/dashboard/crm/settings/templates/page.tsx`
+- `src/app/dashboard/crm/settings/master-options/page.tsx`
+
+### Demo Route / Feature Path Created By Move
+
+- `src/app/dashboard/crm-demo/**`
+- `src/features/crm-demo/**`
+
+## 7. Files Modified
+
+- `package.json`
+- `src/lib/searchparams.ts`
+- `src/features/crm-demo/api/service.ts`
+- `src/features/crm-demo/components/customers-table.tsx`
+- `src/features/crm-demo/components/enquiries-table.tsx`
+- `src/features/crm-demo/components/quotations-table.tsx`
+
+## 8. Production Routes Verified
+
+Verification result:
+
+- production `/dashboard/crm/**` no longer depends on legacy CRM mock service imports
+- `master-options` is the only CRM route currently wired to a real foundation-backed data path
+- all remaining production CRM routes are intentionally placeholders so Task C can start cleanly
+
+## 9. Remaining Risks
+
+- production CRM modules still need real tables and route handlers before the placeholders can be replaced
+- `tr_audit_logs` has no foreign keys or query indexes yet
+- branch scope is still option-based abstraction and not a dedicated branch domain model
+- document sequences are seeded by branch option id, so future branch modeling must preserve or migrate that relationship carefully
+- `crm-demo` still contains legacy mock business logic by design, even though it is isolated from the production path
+
+## 10. Task C Readiness
+
+Task C can begin safely now because:
+
+- production route tree is no longer tied to mock CRM state
+- foundation seed data can be created repeatably
+- document sequences can be initialized for real organizations
+- production CRM paths are reserved for organization-first implementation
+- TypeScript compilation passes after the isolation work
+
+Recommended Task C entry point:
+
+- build `Customer` and `Contact` on top of:
+  - organization context
+  - permission helpers
+  - branch abstraction
+  - master options
+  - document sequence helper
+  - audit log helper
diff --git a/package.json b/package.json
index dc6680a..35a4349 100644
--- a/package.json
+++ b/package.json
@@ -16,7 +16,8 @@
     "migrate": "npx drizzle-kit migrate",
     "studio": "npx drizzle-kit studio",
     "seed:super-admin": "node scripts/seed-super-admin.js",
-    "setup:db": "npm run migrate && npm run seed:super-admin"
+    "seed:foundation": "node --experimental-strip-types src/db/seeds/foundation.seed.ts",
+    "setup:db": "npm run migrate && npm run seed:super-admin && npm run seed:foundation"
   },
   "dependencies": {
     "@dnd-kit/core": "^6.3.1",
@@ -58,6 +59,7 @@
     "@tanstack/react-query": "^5.95.2",
     "@tanstack/react-query-devtools": "^5.95.2",
     "@tanstack/react-table": "^8.21.3",
+    "bcryptjs": "^3.0.2",
     "class-variance-authority": "^0.7.1",
     "clsx": "^2.1.1",
     "cmdk": "^1.1.1",
@@ -92,8 +94,7 @@
     "uuid": "^11.1.0",
     "vaul": "^1.1.2",
     "zod": "^4.3.6",
-    "zustand": "^5.0.12",
-    "bcryptjs": "^3.0.2"
+    "zustand": "^5.0.12"
   },
   "devDependencies": {
     "@faker-js/faker": "^9.9.0",
diff --git a/plans/task-b.1.md b/plans/task-b.1.md
new file mode 100644
index 0000000..fded7dd
--- /dev/null
+++ b/plans/task-b.1.md
@@ -0,0 +1,468 @@
+# Task B.1 – Foundation Stabilization & Production Isolation
+
+## Context
+
+Task B Foundation Layer เสร็จแล้ว
+
+ปัจจุบันระบบมี:
+
+* Organization Context
+* Membership Context
+* Permission Layer
+* Branch Scope
+* Master Options
+* Document Sequence
+* Audit Log Helper
+
+เป้าหมายของ Task B.1 คือทำให้ Foundation พร้อมใช้งานจริงก่อนเริ่ม Task C (Customer + Contact)
+
+---
+
+# สิ่งที่ต้องอ่านก่อน
+
+อ่านและยึดตาม:
+
+```txt
+docs/implementation/task-a-template-audit.md
+docs/implementation/task-b-template-audit.md
+
+Layout.md
+AGENTS.md
+
+.agents/skills/kiranism-shadcn-dashboard
+
+src/auth.ts
+src/lib/auth/**
+src/db/schema.ts
+
+src/features/products/**
+src/features/users/**
+```
+
+ใช้ products และ users เป็น production reference
+
+---
+
+# เป้าหมาย
+
+ทำ 2 เรื่องหลัก:
+
+1. Foundation Stabilization
+2. Production Isolation
+
+โดยยังไม่เริ่ม Customer Module
+
+---
+
+# Part A: Foundation Stabilization
+
+## A.1 Review Foundation Tables
+
+ตรวจสอบ schema ใหม่ที่เพิ่มจาก Task B
+
+```txt
+msOptions
+documentSequences
+trAuditLogs
+```
+
+ตรวจสอบ:
+
+* unique constraint
+* indexes
+* foreign keys
+* organizationId consistency
+* soft delete support
+
+หากพบจุดที่ควรปรับปรุง
+
+ให้เขียนเป็น Migration Note
+
+ห้ามแก้ schema โดยไม่จำเป็น
+
+---
+
+## A.2 Create Foundation Seed
+
+สร้าง seed script
+
+ตัวอย่าง path:
+
+```txt
+src/db/seeds/foundation.seed.ts
+```
+
+Seed เฉพาะ foundation data
+
+### crm_branch
+
+```txt
+สำนักงานใหญ่
+Factory
+Service
+```
+
+### crm_customer_status
+
+```txt
+active
+inactive
+suspended
+```
+
+### crm_customer_type
+
+```txt
+company
+individual
+```
+
+### crm_enquiry_status
+
+```txt
+new
+qualifying
+requirement
+follow_up
+converted
+closed_lost
+cancelled
+```
+
+### crm_quotation_status
+
+```txt
+draft
+pending_approval
+approved
+rejected
+sent
+accepted
+lost
+cancelled
+revised
+```
+
+### crm_product_type
+
+```txt
+crane
+dockdoor
+solarcell
+```
+
+### crm_currency
+
+```txt
+THB
+USD
+EUR
+```
+
+### crm_payment_term
+
+```txt
+cash
+credit_30
+credit_60
+```
+
+### crm_priority
+
+```txt
+low
+normal
+high
+urgent
+```
+
+### crm_lead_channel
+
+```txt
+website
+referral
+sales
+facebook
+line
+other
+```
+
+---
+
+## A.3 Seed Document Sequences
+
+Seed initial document types
+
+```txt
+customer
+contact
+enquiry
+quotation
+approval
+```
+
+Mapping
+
+```txt
+CUS
+CON
+ENQ
+QT
+APV
+```
+
+Requirements:
+
+* idempotent
+* run ซ้ำได้
+* ไม่สร้างข้อมูลซ้ำ
+* ใช้ organizationId จาก database
+* ห้าม hardcode organizationId
+
+หากไม่พบ organization
+
+ให้ throw error พร้อมข้อความชัดเจน
+
+---
+
+## A.4 Verify Foundation Services
+
+ตรวจสอบ service ที่สร้างใน Task B
+
+```txt
+auth-context
+organization-context
+permission
+branch-scope
+master-options
+document-sequence
+audit-log
+```
+
+ตรวจสอบ:
+
+* naming consistency
+* return type consistency
+* error handling
+* organization-first design
+
+หากพบปัญหา
+
+ให้แก้เฉพาะ foundation layer
+
+---
+
+# Part B: Production Isolation
+
+## เป้าหมาย
+
+แยก legacy CRM mock ออกจาก production path
+
+เพื่อให้ Task C เริ่มบน production architecture เท่านั้น
+
+---
+
+## B.1 Audit Existing CRM Module
+
+ตรวจสอบ
+
+```txt
+src/features/crm/**
+src/app/dashboard/crm/**
+```
+
+จำแนกเป็น:
+
+### Production-ready
+
+ใช้ต่อได้
+
+### Legacy Mock
+
+ยังใช้
+
+* mock data
+* in-memory state
+* placeholder service
+* fake API
+
+---
+
+## B.2 Move Mock Out of Production Path
+
+ห้ามลบไฟล์
+
+ให้ย้ายไป:
+
+```txt
+src/features/crm-mock/**
+```
+
+หรือ
+
+```txt
+src/features/crm-demo/**
+```
+
+แล้วแต่ convention ที่เหมาะกับโปรเจ็ค
+
+---
+
+## B.3 Route Isolation
+
+Production route:
+
+```txt
+/dashboard/crm
+```
+
+Mock route:
+
+```txt
+/dashboard/crm-demo
+```
+
+Requirements:
+
+* ห้าม production route import mock service
+* ห้าม production route import mock API
+* ห้าม production component พึ่ง mock state
+
+---
+
+## B.4 Import Audit
+
+ตรวจสอบ import ทั้งระบบ
+
+ค้นหา:
+
+```txt
+mock-api
+mock-api-users
+crm mock service
+fake data
+in-memory store
+```
+
+ถ้ายังถูก import ใน production path
+
+ให้แก้
+
+---
+
+## B.5 Compile Error Cleanup
+
+แก้เฉพาะ:
+
+```txt
+type errors
+missing imports
+unused exports
+broken references
+```
+
+ห้าม:
+
+* เปลี่ยน business flow
+* rewrite CRM module
+* เริ่ม Customer production
+
+---
+
+# Deliverables
+
+สร้างเอกสาร
+
+```txt
+docs/implementation/task-b1-foundation-stabilization.md
+```
+
+ต้องมี:
+
+## Foundation Review
+
+* schema review
+* seed review
+* service review
+
+## Production Isolation Review
+
+* production modules
+* demo modules
+* route separation
+
+## Risks
+
+* remaining mock dependencies
+* migration concerns
+
+## Task C Readiness
+
+---
+
+# ห้ามทำ
+
+```txt
+Customer CRUD
+Contact CRUD
+Enquiry CRUD
+Quotation CRUD
+Approval Workflow
+Dashboard KPI
+PDF Generator
+Reporting
+Notification
+```
+
+---
+
+# ห้ามรัน
+
+```txt
+npm run build
+npm run lint
+npm run test
+pnpm build
+pnpm lint
+pnpm test
+```
+
+จนกว่าจะได้รับคำสั่ง
+
+---
+
+# Output ที่ต้องการ
+
+หลังทำเสร็จให้สรุป:
+
+1. Files Added
+2. Files Modified
+3. Seed Scripts Added
+4. Mock Modules Moved
+5. Production Routes Verified
+6. Remaining Risks
+7. Task C Readiness
+
+---
+
+# Definition of Done
+
+✔ Foundation tables reviewed
+
+✔ Foundation seed script created
+
+✔ Document sequence seed created
+
+✔ Foundation services reviewed
+
+✔ Mock CRM isolated from production path
+
+✔ Production route no longer depends on mock services
+
+✔ Compile issues related to isolation fixed
+
+✔ Task C can begin safely
+
+✔ No Customer module created
+
+✔ No Quotation module created
diff --git a/src/app/dashboard/crm-demo/approvals/page.tsx b/src/app/dashboard/crm-demo/approvals/page.tsx
new file mode 100644
index 0000000..9940483
--- /dev/null
+++ b/src/app/dashboard/crm-demo/approvals/page.tsx
@@ -0,0 +1,26 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import PageContainer from '@/components/layout/page-container';
+import { approvalsQueryOptions, crmReferenceQueryOptions } from '@/features/crm-demo/api/queries';
+import { ApprovalsPage } from '@/features/crm-demo/components/approvals-page';
+import { getQueryClient } from '@/lib/query-client';
+
+export const metadata = {
+  title: 'Dashboard: CRM Approvals'
+};
+
+export default function ApprovalsRoute() {
+  const queryClient = getQueryClient();
+  void queryClient.prefetchQuery(crmReferenceQueryOptions());
+  void queryClient.prefetchQuery(approvalsQueryOptions({ page: 1, limit: 10 }));
+
+  return (
+    <PageContainer
+      pageTitle='Approvals'
+      pageDescription='Pending approval list, approver level, branch, amount และ approve/reject dialog'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <ApprovalsPage />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/customers/[id]/page.tsx b/src/app/dashboard/crm-demo/customers/[id]/page.tsx
new file mode 100644
index 0000000..8a3b1e1
--- /dev/null
+++ b/src/app/dashboard/crm-demo/customers/[id]/page.tsx
@@ -0,0 +1,24 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import PageContainer from '@/components/layout/page-container';
+import { customerByIdOptions } from '@/features/crm-demo/api/queries';
+import { CustomerDetailPage } from '@/features/crm-demo/components/customer-detail';
+import { getQueryClient } from '@/lib/query-client';
+
+type PageProps = { params: Promise<{ id: string }> };
+
+export default async function CustomerDetailRoute({ params }: PageProps) {
+  const { id } = await params;
+  const queryClient = getQueryClient();
+  void queryClient.prefetchQuery(customerByIdOptions(id));
+
+  return (
+    <PageContainer
+      pageTitle='Customer Detail'
+      pageDescription='Overview, contacts, shared contacts, enquiries, quotations, and activity log'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <CustomerDetailPage id={id} />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/customers/page.tsx b/src/app/dashboard/crm-demo/customers/page.tsx
new file mode 100644
index 0000000..060dabc
--- /dev/null
+++ b/src/app/dashboard/crm-demo/customers/page.tsx
@@ -0,0 +1,49 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import type { SearchParams } from 'nuqs/server';
+import PageContainer from '@/components/layout/page-container';
+import { crmReferenceQueryOptions, customersQueryOptions } from '@/features/crm-demo/api/queries';
+import { CustomersTablePage } from '@/features/crm-demo/components/customers-table';
+import { getQueryClient } from '@/lib/query-client';
+import { searchParamsCache } from '@/lib/searchparams';
+
+export const metadata = {
+  title: 'Dashboard: CRM Customers'
+};
+
+export default async function CustomersRoute({
+  searchParams
+}: {
+  searchParams: Promise<SearchParams>;
+}) {
+  searchParamsCache.parse(await searchParams);
+  const page = searchParamsCache.get('page');
+  const perPage = searchParamsCache.get('perPage');
+  const search = searchParamsCache.get('name');
+  const status = searchParamsCache.get('customerStatus');
+  const branch = searchParamsCache.get('branch');
+  const sort = searchParamsCache.get('sort');
+  const queryClient = getQueryClient();
+
+  void queryClient.prefetchQuery(crmReferenceQueryOptions());
+  void queryClient.prefetchQuery(
+    customersQueryOptions({
+      page,
+      limit: perPage,
+      ...(search && { search }),
+      ...(status && { status }),
+      ...(branch && { branch }),
+      ...(sort && { sort })
+    })
+  );
+
+  return (
+    <PageContainer
+      pageTitle='Customers'
+      pageDescription='Customer master พร้อม status, branch, contacts และ drawer สำหรับ create/edit'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <CustomersTablePage />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/enquiries/[id]/page.tsx b/src/app/dashboard/crm-demo/enquiries/[id]/page.tsx
new file mode 100644
index 0000000..58e7cf6
--- /dev/null
+++ b/src/app/dashboard/crm-demo/enquiries/[id]/page.tsx
@@ -0,0 +1,24 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import PageContainer from '@/components/layout/page-container';
+import { enquiryByIdOptions } from '@/features/crm-demo/api/queries';
+import { EnquiryDetailPage } from '@/features/crm-demo/components/enquiry-detail';
+import { getQueryClient } from '@/lib/query-client';
+
+type PageProps = { params: Promise<{ id: string }> };
+
+export default async function EnquiryDetailRoute({ params }: PageProps) {
+  const { id } = await params;
+  const queryClient = getQueryClient();
+  void queryClient.prefetchQuery(enquiryByIdOptions(id));
+
+  return (
+    <PageContainer
+      pageTitle='Enquiry Detail'
+      pageDescription='Header summary, customer/contact, requirement summary, timeline, and related quotations'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <EnquiryDetailPage id={id} />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/enquiries/page.tsx b/src/app/dashboard/crm-demo/enquiries/page.tsx
new file mode 100644
index 0000000..c646179
--- /dev/null
+++ b/src/app/dashboard/crm-demo/enquiries/page.tsx
@@ -0,0 +1,55 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import type { SearchParams } from 'nuqs/server';
+import PageContainer from '@/components/layout/page-container';
+import { crmReferenceQueryOptions, enquiriesQueryOptions } from '@/features/crm-demo/api/queries';
+import { EnquiriesTablePage } from '@/features/crm-demo/components/enquiries-table';
+import { getQueryClient } from '@/lib/query-client';
+import { searchParamsCache } from '@/lib/searchparams';
+
+export const metadata = {
+  title: 'Dashboard: CRM Enquiries'
+};
+
+export default async function EnquiriesRoute({
+  searchParams
+}: {
+  searchParams: Promise<SearchParams>;
+}) {
+  searchParamsCache.parse(await searchParams);
+  const page = searchParamsCache.get('page');
+  const perPage = searchParamsCache.get('perPage');
+  const search = searchParamsCache.get('name');
+  const status = searchParamsCache.get('status');
+  const productType = searchParamsCache.get('productType');
+  const salesman = searchParamsCache.get('salesman');
+  const dateFrom = searchParamsCache.get('dateFrom');
+  const dateTo = searchParamsCache.get('dateTo');
+  const sort = searchParamsCache.get('sort');
+  const queryClient = getQueryClient();
+
+  void queryClient.prefetchQuery(crmReferenceQueryOptions());
+  void queryClient.prefetchQuery(
+    enquiriesQueryOptions({
+      page,
+      limit: perPage,
+      ...(search && { search }),
+      ...(status && { status }),
+      ...(productType && { productType }),
+      ...(salesman && { salesman }),
+      ...(dateFrom && { dateFrom }),
+      ...(dateTo && { dateTo }),
+      ...(sort && { sort })
+    })
+  );
+
+  return (
+    <PageContainer
+      pageTitle='Enquiries'
+      pageDescription='List ของ sales opportunity พร้อม filter, date range และ convert to quotation'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <EnquiriesTablePage />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/page.tsx b/src/app/dashboard/crm-demo/page.tsx
new file mode 100644
index 0000000..80db018
--- /dev/null
+++ b/src/app/dashboard/crm-demo/page.tsx
@@ -0,0 +1,25 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import PageContainer from '@/components/layout/page-container';
+import { getQueryClient } from '@/lib/query-client';
+import { crmDashboardQueryOptions } from '@/features/crm-demo/api/queries';
+import { CrmDashboardPage } from '@/features/crm-demo/components/crm-dashboard';
+
+export const metadata = {
+  title: 'Dashboard: CRM'
+};
+
+export default function CrmDashboardRoute() {
+  const queryClient = getQueryClient();
+  void queryClient.prefetchQuery(crmDashboardQueryOptions());
+
+  return (
+    <PageContainer
+      pageTitle='CRM Dashboard'
+      pageDescription='ภาพรวม workflow ของ Customer → Enquiry → Quotation → Approval → Won/Lost'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <CrmDashboardPage />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/quotations/[id]/page.tsx b/src/app/dashboard/crm-demo/quotations/[id]/page.tsx
new file mode 100644
index 0000000..1bbb977
--- /dev/null
+++ b/src/app/dashboard/crm-demo/quotations/[id]/page.tsx
@@ -0,0 +1,24 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import PageContainer from '@/components/layout/page-container';
+import { quotationByIdOptions } from '@/features/crm-demo/api/queries';
+import { QuotationDetailPage } from '@/features/crm-demo/components/quotation-detail';
+import { getQueryClient } from '@/lib/query-client';
+
+type PageProps = { params: Promise<{ id: string }> };
+
+export default async function QuotationDetailRoute({ params }: PageProps) {
+  const { id } = await params;
+  const queryClient = getQueryClient();
+  void queryClient.prefetchQuery(quotationByIdOptions(id));
+
+  return (
+    <PageContainer
+      pageTitle='Quotation Detail'
+      pageDescription='Header, status, revision, customer roles, item table, approval timeline, and preview panel'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <QuotationDetailPage id={id} />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/quotations/page.tsx b/src/app/dashboard/crm-demo/quotations/page.tsx
new file mode 100644
index 0000000..ec3d781
--- /dev/null
+++ b/src/app/dashboard/crm-demo/quotations/page.tsx
@@ -0,0 +1,57 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import type { SearchParams } from 'nuqs/server';
+import PageContainer from '@/components/layout/page-container';
+import { crmReferenceQueryOptions, quotationsQueryOptions } from '@/features/crm-demo/api/queries';
+import { QuotationsTablePage } from '@/features/crm-demo/components/quotations-table';
+import { getQueryClient } from '@/lib/query-client';
+import { searchParamsCache } from '@/lib/searchparams';
+
+export const metadata = {
+  title: 'Dashboard: CRM Quotations'
+};
+
+export default async function QuotationsRoute({
+  searchParams
+}: {
+  searchParams: Promise<SearchParams>;
+}) {
+  searchParamsCache.parse(await searchParams);
+  const page = searchParamsCache.get('page');
+  const perPage = searchParamsCache.get('perPage');
+  const search = searchParamsCache.get('name');
+  const status = searchParamsCache.get('status');
+  const quotationType = searchParamsCache.get('quotationType');
+  const salesman = searchParamsCache.get('salesman');
+  const hot = searchParamsCache.get('hot');
+  const dateFrom = searchParamsCache.get('dateFrom');
+  const dateTo = searchParamsCache.get('dateTo');
+  const sort = searchParamsCache.get('sort');
+  const queryClient = getQueryClient();
+
+  void queryClient.prefetchQuery(crmReferenceQueryOptions());
+  void queryClient.prefetchQuery(
+    quotationsQueryOptions({
+      page,
+      limit: perPage,
+      ...(search && { search }),
+      ...(status && { status }),
+      ...(quotationType && { quotationType }),
+      ...(salesman && { salesman }),
+      ...(hot && { hot }),
+      ...(dateFrom && { dateFrom }),
+      ...(dateTo && { dateTo }),
+      ...(sort && { sort })
+    })
+  );
+
+  return (
+    <PageContainer
+      pageTitle='Quotations'
+      pageDescription='Quotation table with filters, hot project indicator, and kanban toggle'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <QuotationsTablePage />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/settings/document-sequences/page.tsx b/src/app/dashboard/crm-demo/settings/document-sequences/page.tsx
new file mode 100644
index 0000000..900f81c
--- /dev/null
+++ b/src/app/dashboard/crm-demo/settings/document-sequences/page.tsx
@@ -0,0 +1,21 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import PageContainer from '@/components/layout/page-container';
+import { crmReferenceQueryOptions } from '@/features/crm-demo/api/queries';
+import { DocumentSequencesPage } from '@/features/crm-demo/components/settings-page';
+import { getQueryClient } from '@/lib/query-client';
+
+export default function DocumentSequencesRoute() {
+  const queryClient = getQueryClient();
+  void queryClient.prefetchQuery(crmReferenceQueryOptions());
+
+  return (
+    <PageContainer
+      pageTitle='Document Sequences'
+      pageDescription='Mock document sequence แยกตาม branch และ document type'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <DocumentSequencesPage />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/settings/master-options/page.tsx b/src/app/dashboard/crm-demo/settings/master-options/page.tsx
new file mode 100644
index 0000000..5a35fa7
--- /dev/null
+++ b/src/app/dashboard/crm-demo/settings/master-options/page.tsx
@@ -0,0 +1,37 @@
+import { auth } from '@/auth';
+import PageContainer from '@/components/layout/page-container';
+import MasterOptionsListingPage from '@/features/foundation/master-options/components/master-options-listing';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { searchParamsCache } from '@/lib/searchparams';
+import type { SearchParams } from 'nuqs/server';
+
+type PageProps = {
+  searchParams: Promise<SearchParams>;
+};
+
+export default async function MasterOptionsRoute(props: PageProps) {
+  const searchParams = await props.searchParams;
+  const session = await auth();
+  const canManageOptions =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.organizationManage)));
+
+  searchParamsCache.parse(searchParams);
+
+  return (
+    <PageContainer
+      pageTitle='Master Options'
+      pageDescription='Organization-scoped CRM option registry for statuses, product types, payment terms, currency, and branch abstractions.'
+      access={canManageOptions}
+      accessFallback={
+        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
+          You do not have access to master option management.
+        </div>
+      }
+    >
+      <MasterOptionsListingPage />
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm-demo/settings/templates/page.tsx b/src/app/dashboard/crm-demo/settings/templates/page.tsx
new file mode 100644
index 0000000..dc4a746
--- /dev/null
+++ b/src/app/dashboard/crm-demo/settings/templates/page.tsx
@@ -0,0 +1,21 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import PageContainer from '@/components/layout/page-container';
+import { crmReferenceQueryOptions } from '@/features/crm-demo/api/queries';
+import { TemplatesPage } from '@/features/crm-demo/components/settings-page';
+import { getQueryClient } from '@/lib/query-client';
+
+export default function TemplatesRoute() {
+  const queryClient = getQueryClient();
+  void queryClient.prefetchQuery(crmReferenceQueryOptions());
+
+  return (
+    <PageContainer
+      pageTitle='Quotation Templates'
+      pageDescription='Mock quotation template, version และ placeholder mappings สำหรับต่อยอด PDF preview'
+    >
+      <HydrationBoundary state={dehydrate(queryClient)}>
+        <TemplatesPage />
+      </HydrationBoundary>
+    </PageContainer>
+  );
+}
diff --git a/src/app/dashboard/crm/approvals/page.tsx b/src/app/dashboard/crm/approvals/page.tsx
index 80893a6..6a3ceca 100644
--- a/src/app/dashboard/crm/approvals/page.tsx
+++ b/src/app/dashboard/crm/approvals/page.tsx
@@ -1,26 +1,28 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
-import { approvalsQueryOptions, crmReferenceQueryOptions } from '@/features/crm/api/queries';
-import { ApprovalsPage } from '@/features/crm/components/approvals-page';
-import { getQueryClient } from '@/lib/query-client';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
 export const metadata = {
   title: 'Dashboard: CRM Approvals'
 };
 
 export default function ApprovalsRoute() {
-  const queryClient = getQueryClient();
-  void queryClient.prefetchQuery(crmReferenceQueryOptions());
-  void queryClient.prefetchQuery(approvalsQueryOptions({ page: 1, limit: 10 }));
-
   return (
     <PageContainer
       pageTitle='Approvals'
-      pageDescription='Pending approval list, approver level, branch, amount และ approve/reject dialog'
+      pageDescription='Production approval workflow has not started yet. This route no longer imports demo approval state.'
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <ApprovalsPage />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='Approval workflow pending'
+        summary='The old pending approvals mock list now lives only under crm-demo.'
+        foundationItems={[
+          'Permission checks',
+          'Business-role-aware access helpers',
+          'Branch validation',
+          'Audit log helper'
+        ]}
+        nextStep='Implement production approval workflow only after quotation persistence and routing are in place.'
+        demoHref='/dashboard/crm-demo/approvals'
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/crm/customers/[id]/page.tsx b/src/app/dashboard/crm/customers/[id]/page.tsx
index a165bf8..8ab2eb0 100644
--- a/src/app/dashboard/crm/customers/[id]/page.tsx
+++ b/src/app/dashboard/crm/customers/[id]/page.tsx
@@ -1,24 +1,30 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
-import { customerByIdOptions } from '@/features/crm/api/queries';
-import { CustomerDetailPage } from '@/features/crm/components/customer-detail';
-import { getQueryClient } from '@/lib/query-client';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
-type PageProps = { params: Promise<{ id: string }> };
+type PageProps = {
+  params: Promise<{ id: string }>;
+};
 
 export default async function CustomerDetailRoute({ params }: PageProps) {
   const { id } = await params;
-  const queryClient = getQueryClient();
-  void queryClient.prefetchQuery(customerByIdOptions(id));
 
   return (
     <PageContainer
       pageTitle='Customer Detail'
-      pageDescription='Overview, contacts, shared contacts, enquiries, quotations, and activity log'
+      pageDescription={`Production detail route placeholder for customer ${id}.`}
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <CustomerDetailPage id={id} />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='Customer detail pending'
+        summary='This detail route is intentionally isolated from legacy demo state until the production Customer module is implemented.'
+        foundationItems={[
+          'Current organization context',
+          'Permission checks',
+          'Branch validation abstraction',
+          'Audit log helper'
+        ]}
+        nextStep='Implement customer detail using real customer, contact, enquiry, and audit data from production APIs.'
+        demoHref={`/dashboard/crm-demo/customers/${id}`}
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/crm/customers/page.tsx b/src/app/dashboard/crm/customers/page.tsx
index f033720..894270f 100644
--- a/src/app/dashboard/crm/customers/page.tsx
+++ b/src/app/dashboard/crm/customers/page.tsx
@@ -1,49 +1,29 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
-import type { SearchParams } from 'nuqs/server';
 import PageContainer from '@/components/layout/page-container';
-import { crmReferenceQueryOptions, customersQueryOptions } from '@/features/crm/api/queries';
-import { CustomersTablePage } from '@/features/crm/components/customers-table';
-import { getQueryClient } from '@/lib/query-client';
-import { searchParamsCache } from '@/lib/searchparams';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
 export const metadata = {
   title: 'Dashboard: CRM Customers'
 };
 
-export default async function CustomersRoute({
-  searchParams
-}: {
-  searchParams: Promise<SearchParams>;
-}) {
-  searchParamsCache.parse(await searchParams);
-  const page = searchParamsCache.get('page');
-  const perPage = searchParamsCache.get('perPage');
-  const search = searchParamsCache.get('name');
-  const status = searchParamsCache.get('customerStatus');
-  const branch = searchParamsCache.get('branch');
-  const sort = searchParamsCache.get('sort');
-  const queryClient = getQueryClient();
-
-  void queryClient.prefetchQuery(crmReferenceQueryOptions());
-  void queryClient.prefetchQuery(
-    customersQueryOptions({
-      page,
-      limit: perPage,
-      ...(search && { search }),
-      ...(status && { status }),
-      ...(branch && { branch }),
-      ...(sort && { sort })
-    })
-  );
-
+export default function CustomersRoute() {
   return (
     <PageContainer
       pageTitle='Customers'
-      pageDescription='Customer master พร้อม status, branch, contacts และ drawer สำหรับ create/edit'
+      pageDescription='Production customer CRUD has not started yet. This route is reserved for the Task C implementation path.'
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <CustomersTablePage />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='Customer module pending'
+        summary='The old customer list and form flow has been moved to the demo path so this route no longer depends on mock services.'
+        foundationItems={[
+          'Organization-first access boundary',
+          'Customer status options from master options',
+          'Branch scope abstraction for customer ownership',
+          'Document code generation for customer records',
+          'Audit hooks for future mutations'
+        ]}
+        nextStep='Implement Customer list, detail, and create/edit flows with real route handlers and persistence.'
+        demoHref='/dashboard/crm-demo/customers'
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/crm/enquiries/[id]/page.tsx b/src/app/dashboard/crm/enquiries/[id]/page.tsx
index cadfd7e..fa9e30d 100644
--- a/src/app/dashboard/crm/enquiries/[id]/page.tsx
+++ b/src/app/dashboard/crm/enquiries/[id]/page.tsx
@@ -1,24 +1,30 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
-import { enquiryByIdOptions } from '@/features/crm/api/queries';
-import { EnquiryDetailPage } from '@/features/crm/components/enquiry-detail';
-import { getQueryClient } from '@/lib/query-client';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
-type PageProps = { params: Promise<{ id: string }> };
+type PageProps = {
+  params: Promise<{ id: string }>;
+};
 
 export default async function EnquiryDetailRoute({ params }: PageProps) {
   const { id } = await params;
-  const queryClient = getQueryClient();
-  void queryClient.prefetchQuery(enquiryByIdOptions(id));
 
   return (
     <PageContainer
       pageTitle='Enquiry Detail'
-      pageDescription='Header summary, customer/contact, requirement summary, timeline, and related quotations'
+      pageDescription={`Production detail route placeholder for enquiry ${id}.`}
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <EnquiryDetailPage id={id} />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='Enquiry detail pending'
+        summary='This route is reserved for the production enquiry detail page and no longer imports the demo in-memory service.'
+        foundationItems={[
+          'Organization context',
+          'Branch validation',
+          'Master option lookups',
+          'Audit logging'
+        ]}
+        nextStep='Implement enquiry detail on top of persisted enquiry, activity, and relationship data.'
+        demoHref={`/dashboard/crm-demo/enquiries/${id}`}
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/crm/enquiries/page.tsx b/src/app/dashboard/crm/enquiries/page.tsx
index 17ad3af..e9ff830 100644
--- a/src/app/dashboard/crm/enquiries/page.tsx
+++ b/src/app/dashboard/crm/enquiries/page.tsx
@@ -1,55 +1,29 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
-import type { SearchParams } from 'nuqs/server';
 import PageContainer from '@/components/layout/page-container';
-import { crmReferenceQueryOptions, enquiriesQueryOptions } from '@/features/crm/api/queries';
-import { EnquiriesTablePage } from '@/features/crm/components/enquiries-table';
-import { getQueryClient } from '@/lib/query-client';
-import { searchParamsCache } from '@/lib/searchparams';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
 export const metadata = {
   title: 'Dashboard: CRM Enquiries'
 };
 
-export default async function EnquiriesRoute({
-  searchParams
-}: {
-  searchParams: Promise<SearchParams>;
-}) {
-  searchParamsCache.parse(await searchParams);
-  const page = searchParamsCache.get('page');
-  const perPage = searchParamsCache.get('perPage');
-  const search = searchParamsCache.get('name');
-  const status = searchParamsCache.get('status');
-  const productType = searchParamsCache.get('productType');
-  const salesman = searchParamsCache.get('salesman');
-  const dateFrom = searchParamsCache.get('dateFrom');
-  const dateTo = searchParamsCache.get('dateTo');
-  const sort = searchParamsCache.get('sort');
-  const queryClient = getQueryClient();
-
-  void queryClient.prefetchQuery(crmReferenceQueryOptions());
-  void queryClient.prefetchQuery(
-    enquiriesQueryOptions({
-      page,
-      limit: perPage,
-      ...(search && { search }),
-      ...(status && { status }),
-      ...(productType && { productType }),
-      ...(salesman && { salesman }),
-      ...(dateFrom && { dateFrom }),
-      ...(dateTo && { dateTo }),
-      ...(sort && { sort })
-    })
-  );
-
+export default function EnquiriesRoute() {
   return (
     <PageContainer
       pageTitle='Enquiries'
-      pageDescription='List ของ sales opportunity พร้อม filter, date range และ convert to quotation'
+      pageDescription='Production enquiry flows are intentionally blocked from mock services until the real module is built.'
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <EnquiriesTablePage />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='Enquiry module pending'
+        summary='The demo enquiry workflow remains available only under crm-demo while this production route stays foundation-safe.'
+        foundationItems={[
+          'Master option statuses',
+          'Organization-scoped document sequences',
+          'Branch scope abstraction',
+          'Permission layer',
+          'Audit logging'
+        ]}
+        nextStep='Implement enquiry listing and detail flows on production APIs after Customer and Contact are in place.'
+        demoHref='/dashboard/crm-demo/enquiries'
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/crm/page.tsx b/src/app/dashboard/crm/page.tsx
index dc6aefd..c715fc9 100644
--- a/src/app/dashboard/crm/page.tsx
+++ b/src/app/dashboard/crm/page.tsx
@@ -1,25 +1,31 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
-import { getQueryClient } from '@/lib/query-client';
-import { crmDashboardQueryOptions } from '@/features/crm/api/queries';
-import { CrmDashboardPage } from '@/features/crm/components/crm-dashboard';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
 export const metadata = {
   title: 'Dashboard: CRM'
 };
 
 export default function CrmDashboardRoute() {
-  const queryClient = getQueryClient();
-  void queryClient.prefetchQuery(crmDashboardQueryOptions());
-
   return (
     <PageContainer
-      pageTitle='CRM Dashboard'
-      pageDescription='ภาพรวม workflow ของ Customer → Enquiry → Quotation → Approval → Won/Lost'
+      pageTitle='CRM Foundation'
+      pageDescription='Production CRM routes are now isolated from legacy mock state and ready for foundation-backed modules.'
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <CrmDashboardPage />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='CRM production workspace'
+        summary='Task B.1 isolates the production CRM path so Task C can start on real architecture instead of in-memory demo state.'
+        foundationItems={[
+          'Current user context',
+          'Organization context',
+          'Permission helpers',
+          'Branch scope abstraction',
+          'Master options service',
+          'Document sequence service',
+          'Audit log helper'
+        ]}
+        nextStep='Start Customer and Contact modules on top of Route Handlers, Drizzle, and organization-first access checks.'
+        demoHref='/dashboard/crm-demo'
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/crm/quotations/[id]/page.tsx b/src/app/dashboard/crm/quotations/[id]/page.tsx
index ecc0b2f..bec180b 100644
--- a/src/app/dashboard/crm/quotations/[id]/page.tsx
+++ b/src/app/dashboard/crm/quotations/[id]/page.tsx
@@ -1,24 +1,30 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
-import { quotationByIdOptions } from '@/features/crm/api/queries';
-import { QuotationDetailPage } from '@/features/crm/components/quotation-detail';
-import { getQueryClient } from '@/lib/query-client';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
-type PageProps = { params: Promise<{ id: string }> };
+type PageProps = {
+  params: Promise<{ id: string }>;
+};
 
 export default async function QuotationDetailRoute({ params }: PageProps) {
   const { id } = await params;
-  const queryClient = getQueryClient();
-  void queryClient.prefetchQuery(quotationByIdOptions(id));
 
   return (
     <PageContainer
       pageTitle='Quotation Detail'
-      pageDescription='Header, status, revision, customer roles, item table, approval timeline, and preview panel'
+      pageDescription={`Production detail route placeholder for quotation ${id}.`}
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <QuotationDetailPage id={id} />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='Quotation detail pending'
+        summary='This production detail route is isolated from the legacy quotation preview and approval mock flow.'
+        foundationItems={[
+          'Document sequence helper',
+          'Branch scope validation',
+          'Master option lookups',
+          'Audit trail foundation'
+        ]}
+        nextStep='Implement production quotation detail with real approval, preview, and related-entity data.'
+        demoHref={`/dashboard/crm-demo/quotations/${id}`}
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/crm/quotations/page.tsx b/src/app/dashboard/crm/quotations/page.tsx
index f1aa26e..059579e 100644
--- a/src/app/dashboard/crm/quotations/page.tsx
+++ b/src/app/dashboard/crm/quotations/page.tsx
@@ -1,57 +1,28 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
-import type { SearchParams } from 'nuqs/server';
 import PageContainer from '@/components/layout/page-container';
-import { crmReferenceQueryOptions, quotationsQueryOptions } from '@/features/crm/api/queries';
-import { QuotationsTablePage } from '@/features/crm/components/quotations-table';
-import { getQueryClient } from '@/lib/query-client';
-import { searchParamsCache } from '@/lib/searchparams';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
 export const metadata = {
   title: 'Dashboard: CRM Quotations'
 };
 
-export default async function QuotationsRoute({
-  searchParams
-}: {
-  searchParams: Promise<SearchParams>;
-}) {
-  searchParamsCache.parse(await searchParams);
-  const page = searchParamsCache.get('page');
-  const perPage = searchParamsCache.get('perPage');
-  const search = searchParamsCache.get('name');
-  const status = searchParamsCache.get('status');
-  const quotationType = searchParamsCache.get('quotationType');
-  const salesman = searchParamsCache.get('salesman');
-  const hot = searchParamsCache.get('hot');
-  const dateFrom = searchParamsCache.get('dateFrom');
-  const dateTo = searchParamsCache.get('dateTo');
-  const sort = searchParamsCache.get('sort');
-  const queryClient = getQueryClient();
-
-  void queryClient.prefetchQuery(crmReferenceQueryOptions());
-  void queryClient.prefetchQuery(
-    quotationsQueryOptions({
-      page,
-      limit: perPage,
-      ...(search && { search }),
-      ...(status && { status }),
-      ...(quotationType && { quotationType }),
-      ...(salesman && { salesman }),
-      ...(hot && { hot }),
-      ...(dateFrom && { dateFrom }),
-      ...(dateTo && { dateTo }),
-      ...(sort && { sort })
-    })
-  );
-
+export default function QuotationsRoute() {
   return (
     <PageContainer
       pageTitle='Quotations'
-      pageDescription='Quotation table with filters, hot project indicator, and kanban toggle'
+      pageDescription='Production quotation flows will be built on foundation services, not on the legacy demo layer.'
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <QuotationsTablePage />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='Quotation module pending'
+        summary='The mock quotation list, kanban, and detail experiences now live only under crm-demo.'
+        foundationItems={[
+          'Quotation status master options',
+          'Server-side document sequence generation',
+          'Organization and branch context',
+          'Audit log helper for future status changes'
+        ]}
+        nextStep='Implement quotation persistence and workflow after enquiry production APIs are ready.'
+        demoHref='/dashboard/crm-demo/quotations'
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/crm/settings/document-sequences/page.tsx b/src/app/dashboard/crm/settings/document-sequences/page.tsx
index b3b184c..c4e7f99 100644
--- a/src/app/dashboard/crm/settings/document-sequences/page.tsx
+++ b/src/app/dashboard/crm/settings/document-sequences/page.tsx
@@ -1,21 +1,23 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
-import { crmReferenceQueryOptions } from '@/features/crm/api/queries';
-import { DocumentSequencesPage } from '@/features/crm/components/settings-page';
-import { getQueryClient } from '@/lib/query-client';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
 export default function DocumentSequencesRoute() {
-  const queryClient = getQueryClient();
-  void queryClient.prefetchQuery(crmReferenceQueryOptions());
-
   return (
     <PageContainer
       pageTitle='Document Sequences'
-      pageDescription='Mock document sequence แยกตาม branch และ document type'
+      pageDescription='The sequence foundation is ready, but a production management UI has not been introduced yet.'
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <DocumentSequencesPage />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='Document sequence UI pending'
+        summary='Sequence generation now exists in the foundation layer, but the old mock settings page has been isolated to the demo route.'
+        foundationItems={[
+          'Preview and generate sequence helpers',
+          'Organization-scoped sequence table',
+          'Branch-aware sequence support'
+        ]}
+        nextStep='Add a production management page only when the product requires editable sequence settings.'
+        demoHref='/dashboard/crm-demo/settings/document-sequences'
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/crm/settings/templates/page.tsx b/src/app/dashboard/crm/settings/templates/page.tsx
index 7776b50..18bf3c3 100644
--- a/src/app/dashboard/crm/settings/templates/page.tsx
+++ b/src/app/dashboard/crm/settings/templates/page.tsx
@@ -1,21 +1,19 @@
-import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
-import { crmReferenceQueryOptions } from '@/features/crm/api/queries';
-import { TemplatesPage } from '@/features/crm/components/settings-page';
-import { getQueryClient } from '@/lib/query-client';
+import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
 
 export default function TemplatesRoute() {
-  const queryClient = getQueryClient();
-  void queryClient.prefetchQuery(crmReferenceQueryOptions());
-
   return (
     <PageContainer
       pageTitle='Quotation Templates'
-      pageDescription='Mock quotation template, version และ placeholder mappings สำหรับต่อยอด PDF preview'
+      pageDescription='Template management is not part of the production path yet and no longer depends on legacy demo services.'
     >
-      <HydrationBoundary state={dehydrate(queryClient)}>
-        <TemplatesPage />
-      </HydrationBoundary>
+      <CrmProductionPlaceholder
+        title='Template management pending'
+        summary='The placeholder quotation template demo has been isolated away from the production CRM route tree.'
+        foundationItems={['Master options foundation', 'Sequence foundation', 'Audit foundation']}
+        nextStep='Introduce template persistence only when the production quotation/PDF flow is designed.'
+        demoHref='/dashboard/crm-demo/settings/templates'
+      />
     </PageContainer>
   );
 }
diff --git a/src/app/dashboard/workspaces/page.tsx b/src/app/dashboard/workspaces/page.tsx
index c03c12a..0ed4e03 100644
--- a/src/app/dashboard/workspaces/page.tsx
+++ b/src/app/dashboard/workspaces/page.tsx
@@ -1,14 +1,20 @@
-'use client';
+"use client";
 
-import { useEffect, useState } from 'react';
-import PageContainer from '@/components/layout/page-container';
-import { Button } from '@/components/ui/button';
-import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
-import { Input } from '@/components/ui/input';
-import { workspacesInfoContent } from '@/config/infoconfig';
-import { useSession } from 'next-auth/react';
-import { useRouter } from 'next/navigation';
-import { toast } from 'sonner';
+import { useEffect, useState } from "react";
+import PageContainer from "@/components/layout/page-container";
+import { Button } from "@/components/ui/button";
+import {
+  Card,
+  CardContent,
+  CardDescription,
+  CardHeader,
+  CardTitle,
+} from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+import { workspacesInfoContent } from "@/config/infoconfig";
+import { useSession } from "next-auth/react";
+import { useRouter } from "next/navigation";
+import { toast } from "sonner";
 
 type OrganizationSummary = {
   id: string;
@@ -23,12 +29,12 @@ type OrganizationSummary = {
 export default function WorkspacesPage() {
   const { data: session, status, update } = useSession();
   const router = useRouter();
-  const [workspaceName, setWorkspaceName] = useState('');
+  const [workspaceName, setWorkspaceName] = useState("");
   const [isCreating, setIsCreating] = useState(false);
   const [organizations, setOrganizations] = useState<OrganizationSummary[]>([]);
   const [isLoadingOrganizations, setIsLoadingOrganizations] = useState(false);
 
-  const canManageOrganizations = session?.user?.systemRole === 'super_admin';
+  const canManageOrganizations = session?.user?.systemRole === "super_admin";
 
   useEffect(() => {
     if (!canManageOrganizations) {
@@ -42,14 +48,14 @@ export default function WorkspacesPage() {
       setIsLoadingOrganizations(true);
 
       try {
-        const response = await fetch('/api/organizations');
+        const response = await fetch("/api/organizations");
         const data = (await response.json()) as {
           organizations?: OrganizationSummary[];
           message?: string;
         };
 
         if (!response.ok) {
-          throw new Error(data.message ?? 'Unable to load organizations');
+          throw new Error(data.message ?? "Unable to load organizations");
         }
 
         if (!cancelled) {
@@ -57,7 +63,11 @@ export default function WorkspacesPage() {
         }
       } catch (error) {
         if (!cancelled) {
-          toast.error(error instanceof Error ? error.message : 'Unable to load organizations');
+          toast.error(
+            error instanceof Error
+              ? error.message
+              : "Unable to load organizations",
+          );
         }
       } finally {
         if (!cancelled) {
@@ -75,30 +85,34 @@ export default function WorkspacesPage() {
 
   const createWorkspace = async () => {
     if (!workspaceName.trim()) {
-      toast.error('Workspace name is required');
+      toast.error("Workspace name is required");
       return;
     }
 
     setIsCreating(true);
 
     try {
-      const response = await fetch('/api/organizations', {
-        method: 'POST',
-        headers: { 'Content-Type': 'application/json' },
-        body: JSON.stringify({ name: workspaceName })
+      const response = await fetch("/api/organizations", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ name: workspaceName }),
       });
 
       if (!response.ok) {
-        const data = (await response.json().catch(() => null)) as { message?: string } | null;
-        throw new Error(data?.message ?? 'Unable to create workspace');
+        const data = (await response.json().catch(() => null)) as {
+          message?: string;
+        } | null;
+        throw new Error(data?.message ?? "Unable to create workspace");
       }
 
-      setWorkspaceName('');
+      setWorkspaceName("");
       await update();
       router.refresh();
-      toast.success('Workspace created');
+      toast.success("Workspace created");
     } catch (error) {
-      toast.error(error instanceof Error ? error.message : 'Unable to create workspace');
+      toast.error(
+        error instanceof Error ? error.message : "Unable to create workspace",
+      );
     } finally {
       setIsCreating(false);
     }
@@ -106,58 +120,65 @@ export default function WorkspacesPage() {
 
   return (
     <PageContainer
-      pageTitle='Workspaces'
-      pageDescription='Manage your app-owned workspaces and switch your active organization.'
+      pageTitle="Workspaces"
+      pageDescription="Manage your app-owned workspaces and switch your active organization."
       infoContent={workspacesInfoContent}
-      isLoading={status === 'loading' || (canManageOrganizations && isLoadingOrganizations)}
+      isLoading={
+        status === "loading" ||
+        (canManageOrganizations && isLoadingOrganizations)
+      }
       access={canManageOrganizations}
       accessFallback={
-        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
+        <div className="text-muted-foreground rounded-lg border border-dashed p-8 text-center">
           Only super admins can manage workspaces.
         </div>
       }
     >
-      <div className='grid gap-6 xl:grid-cols-[1.2fr_0.8fr]'>
+      <div className="grid gap-6 xl:grid-cols-[1.2fr_0.8fr]">
         <Card>
           <CardHeader>
             <CardTitle>Your workspaces</CardTitle>
             <CardDescription>
-              The active workspace controls organization-scoped product data and access checks.
+              The active workspace controls organization-scoped product data and
+              access checks.
             </CardDescription>
           </CardHeader>
-          <CardContent className='space-y-3'>
+          <CardContent className="space-y-3">
             {organizations.length ? (
               organizations.map((organization) => {
-                const isActive = organization.id === session?.user?.activeOrganizationId;
+                const isActive =
+                  organization.id === session?.user?.activeOrganizationId;
 
                 return (
                   <button
                     key={organization.id}
-                    type='button'
-                    onClick={() => router.push('/dashboard/workspaces/team')}
+                    type="button"
+                    onClick={() => router.push("/dashboard/workspaces/team")}
                     aria-label={`Open workspace ${organization.name}`}
                     className={`w-full rounded-lg border p-4 text-left transition ${
-                      isActive ? 'border-primary bg-primary/5' : 'hover:bg-accent'
+                      isActive
+                        ? "border-primary bg-primary/5"
+                        : "hover:bg-accent"
                     }`}
                   >
-                    <div className='flex items-center justify-between gap-4'>
+                    <div className="flex items-center justify-between gap-4">
                       <div>
-                        <div className='font-semibold'>{organization.name}</div>
-                        <div className='text-muted-foreground text-sm'>
-                          Role: {organization.role} | Plan: {organization.plan}
+                        <div className="font-semibold">{organization.name}</div>
+                        <div className="text-muted-foreground text-sm">
+                          Role: {organization.role}
                         </div>
                       </div>
-                      <div className='text-xs font-medium uppercase'>
-                        {isActive ? 'Active' : 'Open'}
+                      <div className="text-xs font-medium uppercase">
+                        {isActive ? "Active" : "Open"}
                       </div>
                     </div>
                   </button>
                 );
               })
             ) : (
-              <div className='text-muted-foreground rounded-lg border border-dashed p-6 text-sm'>
-                No workspace found yet. Create your first workspace to unlock organization-scoped
-                product management.
+              <div className="text-muted-foreground rounded-lg border border-dashed p-6 text-sm">
+                No workspace found yet. Create your first workspace to unlock
+                organization-scoped product management.
               </div>
             )}
           </CardContent>
@@ -167,23 +188,28 @@ export default function WorkspacesPage() {
           <CardHeader>
             <CardTitle>Create workspace</CardTitle>
             <CardDescription>
-              This flow is limited to super admins in the organization RBAC model.
+              This flow is limited to super admins in the organization RBAC
+              model.
             </CardDescription>
           </CardHeader>
-          <CardContent className='space-y-4'>
-            <div className='space-y-2'>
-              <label htmlFor='workspace-name' className='text-sm font-medium'>
+          <CardContent className="space-y-4">
+            <div className="space-y-2">
+              <label htmlFor="workspace-name" className="text-sm font-medium">
                 Workspace name
               </label>
               <Input
-                id='workspace-name'
+                id="workspace-name"
                 value={workspaceName}
                 onChange={(event) => setWorkspaceName(event.target.value)}
-                placeholder='Acme Studio'
+                placeholder="Acme Studio"
                 disabled={isCreating}
               />
             </div>
-            <Button className='w-full' isLoading={isCreating} onClick={createWorkspace}>
+            <Button
+              className="w-full"
+              isLoading={isCreating}
+              onClick={createWorkspace}
+            >
               Create workspace
             </Button>
           </CardContent>
diff --git a/src/config/nav-config.ts b/src/config/nav-config.ts
index e4ec401..568b92d 100644
--- a/src/config/nav-config.ts
+++ b/src/config/nav-config.ts
@@ -1,4 +1,4 @@
-import { NavGroup } from '@/types';
+import { NavGroup } from "@/types";
 
 /**
  * Navigation configuration with RBAC support
@@ -35,157 +35,49 @@ import { NavGroup } from '@/types';
  */
 export const navGroups: NavGroup[] = [
   {
-    label: 'Overview',
+    label: "Overview",
     items: [
       {
-        title: 'Dashboard',
-        url: '/dashboard',
-        icon: 'dashboard',
+        title: "Dashboard",
+        url: "/dashboard",
+        icon: "dashboard",
         isActive: false,
-        shortcut: ['d', 'd'],
-        items: []
+        shortcut: ["d", "d"],
+        items: [],
       },
       {
-        title: 'Workspaces',
-        url: '/dashboard/workspaces',
-        icon: 'workspace',
+        title: "Workspaces",
+        url: "/dashboard/workspaces",
+        icon: "workspace",
         isActive: false,
         items: [],
-        access: { systemRole: 'super_admin' }
+        access: { systemRole: "super_admin" },
       },
       {
-        title: 'Teams',
-        url: '/dashboard/workspaces/team',
-        icon: 'teams',
+        title: "Teams",
+        url: "/dashboard/workspaces/team",
+        icon: "teams",
         isActive: false,
         items: [],
-        access: { requireOrg: true, role: 'admin' }
+        access: { requireOrg: true, role: "admin" },
       },
       {
-        title: 'Users',
-        url: '/dashboard/users',
-        icon: 'teams',
-        shortcut: ['u', 'u'],
+        title: "Users",
+        url: "/dashboard/users",
+        icon: "teams",
+        shortcut: ["u", "u"],
         isActive: false,
         items: [],
-        access: { requireOrg: true, permission: 'users:manage' }
+        access: { requireOrg: true, permission: "users:manage" },
       },
       {
-        title: 'Kanban',
-        url: '/dashboard/kanban',
-        icon: 'kanban',
-        shortcut: ['k', 'k'],
+        title: "Kanban",
+        url: "/dashboard/kanban",
+        icon: "kanban",
+        shortcut: ["k", "k"],
         isActive: false,
-        items: []
-      }
-      // {
-      //   title: "Chat",
-      //   url: "/dashboard/chat",
-      //   icon: "chat",
-      //   shortcut: ["c", "c"],
-      //   isActive: false,
-      //   items: [],
-      // },
-    ]
-  }
-  // {
-  //   label: "Elements",
-  //   items: [
-  //     {
-  //       title: "Forms",
-  //       url: "#",
-  //       icon: "forms",
-  //       isActive: true,
-  //       items: [
-  //         {
-  //           title: "Basic Form",
-  //           url: "/dashboard/forms/basic",
-  //           icon: "forms",
-  //           shortcut: ["f", "f"],
-  //         },
-  //         {
-  //           title: "Multi-Step Form",
-  //           url: "/dashboard/forms/multi-step",
-  //           icon: "forms",
-  //         },
-  //         {
-  //           title: "Sheet & Dialog",
-  //           url: "/dashboard/forms/sheet-form",
-  //           icon: "forms",
-  //         },
-  //         {
-  //           title: "Advanced Patterns",
-  //           url: "/dashboard/forms/advanced",
-  //           icon: "forms",
-  //         },
-  //       ],
-  //     },
-  //     {
-  //       title: "React Query",
-  //       url: "/dashboard/react-query",
-  //       icon: "code",
-  //       isActive: false,
-  //       items: [],
-  //     },
-  //     {
-  //       title: "Icons",
-  //       url: "/dashboard/elements/icons",
-  //       icon: "palette",
-  //       isActive: false,
-  //       items: [],
-  //     },
-  //   ],
-  // },
-  // {
-  //   label: "",
-  //   items: [
-  //     {
-  //       title: "Pro",
-  //       url: "#",
-  //       icon: "pro",
-  //       isActive: true,
-  //       items: [
-  //         {
-  //           title: "Exclusive",
-  //           url: "/dashboard/exclusive",
-  //           icon: "exclusive",
-  //           shortcut: ["e", "e"],
-  //         },
-  //       ],
-  //     },
-  //     {
-  //       title: "Account",
-  //       url: "#",
-  //       icon: "account",
-  //       isActive: true,
-  //       items: [
-  //         {
-  //           title: "Profile",
-  //           url: "/dashboard/profile",
-  //           icon: "profile",
-  //           shortcut: ["m", "m"],
-  //         },
-  //         {
-  //           title: "Notifications",
-  //           url: "/dashboard/notifications",
-  //           icon: "notification",
-  //           shortcut: ["n", "n"],
-  //         },
-  //         {
-  //           title: "Billing",
-  //           url: "/dashboard/billing",
-  //           icon: "billing",
-  //           shortcut: ["b", "b"],
-  //           access: { requireOrg: true, role: "admin" },
-  //         },
-  //         {
-  //           title: "Login",
-  //           shortcut: ["l", "l"],
-  //           url: "/",
-  //           icon: "login",
-  //         },
-  //       ],
-  //     },
-  //   ],
-  // },
+        items: [],
+      },
+    ],
+  },
 ];
diff --git a/src/db/seeds/foundation.seed.ts b/src/db/seeds/foundation.seed.ts
new file mode 100644
index 0000000..06a2e86
--- /dev/null
+++ b/src/db/seeds/foundation.seed.ts
@@ -0,0 +1,298 @@
+const fs = require('node:fs');
+const path = require('node:path');
+const postgres = require('postgres');
+
+type SqlClient = ReturnType<typeof postgres>;
+
+type SeedOption = {
+  code: string;
+  label: string;
+  value: string;
+  sortOrder: number;
+};
+
+type BranchSeedRow = {
+  id: string;
+  category: string;
+  code: string;
+  label: string;
+};
+
+function loadEnvFile(filePath: string) {
+  if (!fs.existsSync(filePath)) {
+    return;
+  }
+
+  const content = fs.readFileSync(filePath, 'utf8');
+
+  for (const rawLine of content.split(/\r?\n/)) {
+    const line = rawLine.trim();
+
+    if (!line || line.startsWith('#')) {
+      continue;
+    }
+
+    const separatorIndex = line.indexOf('=');
+
+    if (separatorIndex === -1) {
+      continue;
+    }
+
+    const key = line.slice(0, separatorIndex).trim();
+    let value = line.slice(separatorIndex + 1).trim();
+
+    if (
+      (value.startsWith('"') && value.endsWith('"')) ||
+      (value.startsWith("'") && value.endsWith("'"))
+    ) {
+      value = value.slice(1, -1);
+    }
+
+    if (!(key in process.env)) {
+      process.env[key] = value;
+    }
+  }
+}
+
+function loadLocalEnv() {
+  loadEnvFile(path.resolve(process.cwd(), '.env.local'));
+  loadEnvFile(path.resolve(process.cwd(), '.env'));
+}
+
+function requireEnv(name: string) {
+  const value = process.env[name]?.trim();
+
+  if (!value) {
+    throw new Error(`Missing required environment variable: ${name}`);
+  }
+
+  return value;
+}
+
+function getCurrentPeriod(date = new Date()) {
+  const year = String(date.getFullYear()).slice(-2);
+  const month = String(date.getMonth() + 1).padStart(2, '0');
+
+  return `${year}${month}`;
+}
+
+const FOUNDATION_OPTIONS = {
+  crm_branch: [
+    { code: 'head_office', label: 'สำนักงานใหญ่', value: 'head_office', sortOrder: 1 },
+    { code: 'factory', label: 'Factory', value: 'factory', sortOrder: 2 },
+    { code: 'service', label: 'Service', value: 'service', sortOrder: 3 }
+  ],
+  crm_customer_status: [
+    { code: 'active', label: 'Active', value: 'active', sortOrder: 1 },
+    { code: 'inactive', label: 'Inactive', value: 'inactive', sortOrder: 2 },
+    { code: 'suspended', label: 'Suspended', value: 'suspended', sortOrder: 3 }
+  ],
+  crm_customer_type: [
+    { code: 'company', label: 'Company', value: 'company', sortOrder: 1 },
+    { code: 'individual', label: 'Individual', value: 'individual', sortOrder: 2 }
+  ],
+  crm_enquiry_status: [
+    { code: 'new', label: 'New', value: 'new', sortOrder: 1 },
+    { code: 'qualifying', label: 'Qualifying', value: 'qualifying', sortOrder: 2 },
+    { code: 'requirement', label: 'Requirement', value: 'requirement', sortOrder: 3 },
+    { code: 'follow_up', label: 'Follow Up', value: 'follow_up', sortOrder: 4 },
+    { code: 'converted', label: 'Converted', value: 'converted', sortOrder: 5 },
+    { code: 'closed_lost', label: 'Closed Lost', value: 'closed_lost', sortOrder: 6 },
+    { code: 'cancelled', label: 'Cancelled', value: 'cancelled', sortOrder: 7 }
+  ],
+  crm_quotation_status: [
+    { code: 'draft', label: 'Draft', value: 'draft', sortOrder: 1 },
+    {
+      code: 'pending_approval',
+      label: 'Pending Approval',
+      value: 'pending_approval',
+      sortOrder: 2
+    },
+    { code: 'approved', label: 'Approved', value: 'approved', sortOrder: 3 },
+    { code: 'rejected', label: 'Rejected', value: 'rejected', sortOrder: 4 },
+    { code: 'sent', label: 'Sent', value: 'sent', sortOrder: 5 },
+    { code: 'accepted', label: 'Accepted', value: 'accepted', sortOrder: 6 },
+    { code: 'lost', label: 'Lost', value: 'lost', sortOrder: 7 },
+    { code: 'cancelled', label: 'Cancelled', value: 'cancelled', sortOrder: 8 },
+    { code: 'revised', label: 'Revised', value: 'revised', sortOrder: 9 }
+  ],
+  crm_product_type: [
+    { code: 'crane', label: 'Crane', value: 'crane', sortOrder: 1 },
+    { code: 'dockdoor', label: 'Dock Door', value: 'dockdoor', sortOrder: 2 },
+    { code: 'solarcell', label: 'Solar Cell', value: 'solarcell', sortOrder: 3 }
+  ],
+  crm_currency: [
+    { code: 'THB', label: 'THB', value: 'THB', sortOrder: 1 },
+    { code: 'USD', label: 'USD', value: 'USD', sortOrder: 2 },
+    { code: 'EUR', label: 'EUR', value: 'EUR', sortOrder: 3 }
+  ],
+  crm_payment_term: [
+    { code: 'cash', label: 'Cash', value: 'cash', sortOrder: 1 },
+    { code: 'credit_30', label: 'Credit 30', value: 'credit_30', sortOrder: 2 },
+    { code: 'credit_60', label: 'Credit 60', value: 'credit_60', sortOrder: 3 }
+  ],
+  crm_priority: [
+    { code: 'low', label: 'Low', value: 'low', sortOrder: 1 },
+    { code: 'normal', label: 'Normal', value: 'normal', sortOrder: 2 },
+    { code: 'high', label: 'High', value: 'high', sortOrder: 3 },
+    { code: 'urgent', label: 'Urgent', value: 'urgent', sortOrder: 4 }
+  ],
+  crm_lead_channel: [
+    { code: 'website', label: 'Website', value: 'website', sortOrder: 1 },
+    { code: 'referral', label: 'Referral', value: 'referral', sortOrder: 2 },
+    { code: 'sales', label: 'Sales', value: 'sales', sortOrder: 3 },
+    { code: 'facebook', label: 'Facebook', value: 'facebook', sortOrder: 4 },
+    { code: 'line', label: 'LINE', value: 'line', sortOrder: 5 },
+    { code: 'other', label: 'Other', value: 'other', sortOrder: 6 }
+  ]
+};
+
+const DOCUMENT_SEQUENCES = [
+  { documentType: 'customer', prefix: 'CUS' },
+  { documentType: 'contact', prefix: 'CON' },
+  { documentType: 'enquiry', prefix: 'ENQ' },
+  { documentType: 'quotation', prefix: 'QT' },
+  { documentType: 'approval', prefix: 'APV' }
+];
+
+async function upsertMasterOptionsForOrganization(
+  sql: SqlClient,
+  organizationId: string
+): Promise<BranchSeedRow[]> {
+  const branchRows: BranchSeedRow[] = [];
+
+  for (const [category, options] of Object.entries(FOUNDATION_OPTIONS) as Array<
+    [string, SeedOption[]]
+  >) {
+    for (const option of options) {
+      const [row] = await sql`
+        insert into ms_options (
+          id,
+          organization_id,
+          category,
+          code,
+          label,
+          value,
+          parent_id,
+          sort_order,
+          is_active,
+          metadata,
+          deleted_at
+        ) values (
+          ${crypto.randomUUID()},
+          ${organizationId},
+          ${category},
+          ${option.code},
+          ${option.label},
+          ${option.value},
+          ${null},
+          ${option.sortOrder},
+          ${true},
+          ${null},
+          ${null}
+        )
+        on conflict (organization_id, category, code) do update
+        set
+          label = excluded.label,
+          value = excluded.value,
+          parent_id = excluded.parent_id,
+          sort_order = excluded.sort_order,
+          is_active = excluded.is_active,
+          metadata = excluded.metadata,
+          deleted_at = excluded.deleted_at,
+          updated_at = now()
+        returning id, category, code, label
+      `;
+
+      if (category === 'crm_branch') {
+        branchRows.push(row);
+      }
+    }
+  }
+
+  return branchRows;
+}
+
+async function upsertDocumentSequencesForOrganization(
+  sql: SqlClient,
+  organizationId: string,
+  branchRows: BranchSeedRow[]
+) {
+  if (!branchRows.length) {
+    throw new Error(
+      `No crm_branch options were found for organization ${organizationId}. Foundation branch seed must run first.`
+    );
+  }
+
+  const period = getCurrentPeriod();
+
+  for (const branch of branchRows) {
+    for (const sequence of DOCUMENT_SEQUENCES) {
+      await sql`
+        insert into document_sequences (
+          id,
+          organization_id,
+          branch_id,
+          document_type,
+          prefix,
+          period,
+          current_number,
+          padding_length,
+          is_active
+        ) values (
+          ${crypto.randomUUID()},
+          ${organizationId},
+          ${branch.id},
+          ${sequence.documentType},
+          ${sequence.prefix},
+          ${period},
+          ${0},
+          ${3},
+          ${true}
+        )
+        on conflict (organization_id, document_type, period, branch_id) do update
+        set
+          prefix = excluded.prefix,
+          padding_length = excluded.padding_length,
+          is_active = excluded.is_active,
+          updated_at = now()
+      `;
+    }
+  }
+}
+
+async function main() {
+  loadLocalEnv();
+
+  const databaseUrl = requireEnv('DATABASE_URL');
+  const sql = postgres(databaseUrl, { prepare: false });
+
+  try {
+    const organizations = await sql`
+      select id, name
+      from organizations
+      order by name asc
+    `;
+
+    if (organizations.length === 0) {
+      throw new Error(
+        'No organizations found. Create at least one organization before running foundation seed.'
+      );
+    }
+
+    for (const organization of organizations) {
+      const branchRows = await upsertMasterOptionsForOrganization(sql, organization.id);
+      await upsertDocumentSequencesForOrganization(sql, organization.id, branchRows);
+      console.log(`[seed-foundation] Seeded foundation data for ${organization.name}`);
+    }
+  } finally {
+    await sql.end();
+  }
+}
+
+if (require.main === module) {
+  main().catch((error) => {
+    console.error('[seed-foundation] Failed:', error.message);
+    process.exitCode = 1;
+  });
+}
diff --git a/src/features/crm/api/mutations.ts b/src/features/crm-demo/api/mutations.ts
similarity index 100%
rename from src/features/crm/api/mutations.ts
rename to src/features/crm-demo/api/mutations.ts
diff --git a/src/features/crm/api/queries.ts b/src/features/crm-demo/api/queries.ts
similarity index 95%
rename from src/features/crm/api/queries.ts
rename to src/features/crm-demo/api/queries.ts
index 2b157c2..6b7167b 100644
--- a/src/features/crm/api/queries.ts
+++ b/src/features/crm-demo/api/queries.ts
@@ -10,12 +10,7 @@ import {
   getQuotationById,
   getQuotations
 } from './service';
-import type {
-  ApprovalFilters,
-  CustomerFilters,
-  EnquiryFilters,
-  QuotationFilters
-} from './types';
+import type { ApprovalFilters, CustomerFilters, EnquiryFilters, QuotationFilters } from './types';
 
 export const crmKeys = {
   all: ['crm'] as const,
diff --git a/src/features/crm/api/service.ts b/src/features/crm-demo/api/service.ts
similarity index 75%
rename from src/features/crm/api/service.ts
rename to src/features/crm-demo/api/service.ts
index 2ebddc6..f943d5a 100644
--- a/src/features/crm/api/service.ts
+++ b/src/features/crm-demo/api/service.ts
@@ -86,33 +86,109 @@ export async function getCrmDashboardData(): Promise<CrmDashboardData> {
 
   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: `${conversionRate}%`, change: '+4pts', trend: 'up' },
-      { id: 'm-8', label: 'Hot Projects', value: String(hotQuotations.length), change: 'Focus', trend: 'flat' },
-      { id: 'm-9', label: 'Follow-up Due Today', value: String(dueFollowUps.length), change: 'Today', trend: 'flat' }
+      {
+        id: 'm-1',
+        label: 'Total Enquiries',
+        value: String(crmState.enquiries.length),
+        change: '+12%',
+        trend: 'up'
+      },
+      {
+        id: 'm-2',
+        label: 'Open Enquiries',
+        value: String(openEnquiries.length),
+        change: '+3',
+        trend: 'up'
+      },
+      {
+        id: 'm-3',
+        label: 'Pending Quotations',
+        value: String(pendingQuotations.length),
+        change: '+2',
+        trend: 'up'
+      },
+      {
+        id: 'm-4',
+        label: 'Pending Approval',
+        value: String(crmState.approvals.filter((item) => item.status === 'pending').length),
+        change: 'Needs review',
+        trend: 'flat'
+      },
+      {
+        id: 'm-5',
+        label: 'Won Amount',
+        value: `${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 }
+      {
+        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: '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: '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,
+      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)
@@ -170,7 +246,9 @@ export async function getCustomerById(id: string): Promise<CustomerDetailRespons
     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)
+      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)
@@ -190,14 +268,16 @@ export async function getEnquiries(filters: EnquiryFilters): Promise<PaginatedRe
   if (filters.search) {
     const search = filters.search.toLowerCase();
     items = items.filter(
-      (item) => item.code.toLowerCase().includes(search) || item.title.toLowerCase().includes(search)
+      (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 <= `${filters.dateTo!}T23:59:59.999Z`);
+  if (filters.dateTo)
+    items = items.filter((item) => item.createdAt <= `${filters.dateTo!}T23:59:59.999Z`);
 
   items = sortItems(items, filters.sort);
   return clone(paginate(items, filters.page, filters.limit));
@@ -235,11 +315,18 @@ export async function getQuotations(
     );
   }
   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!);
+  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));
@@ -253,7 +340,9 @@ export async function getQuotationById(id: string): Promise<QuotationDetailRespo
 
   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[];
+  const contactIds = [
+    ...new Set(quotation.customerRoles.map((role) => role.contactId).filter(Boolean))
+  ] as string[];
 
   return clone({
     quotation,
@@ -301,7 +390,9 @@ export async function convertEnquiryToQuotation(enquiryId: string) {
     quotationType: 'official',
     project: enquiry.title,
     siteLocation: enquiry.projectLocation,
-    customerRoles: [{ role: 'owner', customerId: enquiry.customerId, contactId: enquiry.contactId }],
+    customerRoles: [
+      { role: 'owner', customerId: enquiry.customerId, contactId: enquiry.contactId }
+    ],
     salesmanId: enquiry.salesmanId,
     saleAdminId: 'sp-2',
     branchId: enquiry.branchId,
@@ -310,10 +401,30 @@ export async function convertEnquiryToQuotation(enquiryId: string) {
     totalAmount: enquiry.expectedValue,
     chancePercent: enquiry.chancePercent,
     isHotProject: enquiry.chancePercent >= 70,
-    items: [{ id: `${nextId}-item-1`, topic: 'Scope', description: enquiry.requirementSummary, quantity: 1, unit: 'lot', unitPrice: enquiry.expectedValue, amount: enquiry.expectedValue }],
+    items: [
+      {
+        id: `${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: `${nextId}-topic-1`,
+        type: 'scope',
+        label: 'Scope',
+        items: [enquiry.requirementSummary]
+      },
+      {
+        id: `${nextId}-topic-2`,
+        type: 'exclusion',
+        label: 'Exclusion',
+        items: ['To be confirmed']
+      },
       { id: `${nextId}-topic-3`, type: 'payment', label: 'Payment', items: ['Pending setup'] }
     ],
     followUps: [],
@@ -357,7 +468,13 @@ export async function submitQuotationApproval(quotationId: string) {
             quotation.approvalSteps.length > 0
               ? quotation.approvalSteps
               : [
-                  { id: `${quotationId}-ap-1`, level: 1, approverName: 'Sales Director', approverPosition: 'Director', status: 'pending' }
+                  {
+                    id: `${quotationId}-ap-1`,
+                    level: 1,
+                    approverName: 'Sales Director',
+                    approverPosition: 'Director',
+                    status: 'pending'
+                  }
                 ]
         }
       : quotation
@@ -368,11 +485,11 @@ 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) =>
+    const nextSteps: typeof quotation.approvalSteps = quotation.approvalSteps.map((step, index) =>
       index === quotation.approvalSteps.findIndex((item) => item.status === 'pending')
         ? {
             ...step,
-            status: 'approved',
+            status: 'approved' as const,
             actedAt: '2026-06-11T11:00:00.000Z',
             comment: payload.comment
           }
@@ -384,7 +501,9 @@ export async function approveQuotation(payload: ApprovalActionPayload) {
       ...quotation,
       approvalSteps: nextSteps,
       status: hasPending ? 'pending_approval' : 'approved',
-      approvedPdfUrl: hasPending ? quotation.approvedPdfUrl : `/mock/${quotation.code.toLowerCase()}.pdf`
+      approvedPdfUrl: hasPending
+        ? quotation.approvedPdfUrl
+        : `/mock/${quotation.code.toLowerCase()}.pdf`
     };
   });
 
@@ -398,12 +517,12 @@ export async function rejectQuotation(payload: ApprovalActionPayload) {
     quotation.id === payload.quotationId
       ? {
           ...quotation,
-          status: 'rejected',
+          status: 'rejected' as const,
           approvalSteps: quotation.approvalSteps.map((step, index) =>
             index === quotation.approvalSteps.findIndex((item) => item.status === 'pending')
               ? {
                   ...step,
-                  status: 'rejected',
+                  status: 'rejected' as const,
                   actedAt: '2026-06-11T11:30:00.000Z',
                   comment: payload.comment
                 }
diff --git a/src/features/crm/api/types.ts b/src/features/crm-demo/api/types.ts
similarity index 100%
rename from src/features/crm/api/types.ts
rename to src/features/crm-demo/api/types.ts
diff --git a/src/features/crm/components/approvals-page.tsx b/src/features/crm-demo/components/approvals-page.tsx
similarity index 97%
rename from src/features/crm/components/approvals-page.tsx
rename to src/features/crm-demo/components/approvals-page.tsx
index 5ef351e..ef7cdee 100644
--- a/src/features/crm/components/approvals-page.tsx
+++ b/src/features/crm-demo/components/approvals-page.tsx
@@ -44,7 +44,11 @@ function DecisionDialog({
           <DialogTitle>{label}</DialogTitle>
           <DialogDescription>{description}</DialogDescription>
         </DialogHeader>
-        <Input value={comment} onChange={(event) => setComment(event.target.value)} placeholder='Comment' />
+        <Input
+          value={comment}
+          onChange={(event) => setComment(event.target.value)}
+          placeholder='Comment'
+        />
         <DialogFooter>
           <Button isLoading={isPending} onClick={() => onConfirm(comment)}>
             Confirm
diff --git a/src/features/crm/components/crm-dashboard.tsx b/src/features/crm-demo/components/crm-dashboard.tsx
similarity index 80%
rename from src/features/crm/components/crm-dashboard.tsx
rename to src/features/crm-demo/components/crm-dashboard.tsx
index 243d536..670acc3 100644
--- a/src/features/crm/components/crm-dashboard.tsx
+++ b/src/features/crm-demo/components/crm-dashboard.tsx
@@ -1,7 +1,18 @@
 'use client';
 
 import { useSuspenseQuery } from '@tanstack/react-query';
-import { Area, AreaChart, Bar, BarChart, CartesianGrid, Cell, Pie, PieChart, XAxis, YAxis } from 'recharts';
+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';
@@ -58,11 +69,25 @@ export function CrmDashboardPage() {
           <CardContent>
             <ChartContainer config={chartConfig}>
               <PieChart>
-                <Pie data={data.quotationPipeline} dataKey='value' nameKey='label' innerRadius={56} outerRadius={92}>
+                <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]}
+                      fill={
+                        [
+                          'var(--chart-1)',
+                          'var(--chart-2)',
+                          'var(--chart-3)',
+                          'var(--chart-4)',
+                          'var(--chart-5)'
+                        ][index % 5]
+                      }
                     />
                   ))}
                 </Pie>
@@ -127,8 +152,20 @@ export function CrmDashboardPage() {
                 <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} />
+                <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>
@@ -136,7 +173,11 @@ export function CrmDashboardPage() {
       </div>
 
       <div className='grid gap-4 xl:grid-cols-12'>
-        <SectionCard title='Pending Approvals' description='รายการที่ต้องตัดสินใจวันนี้' className='xl:col-span-4'>
+        <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'>
@@ -144,7 +185,9 @@ export function CrmDashboardPage() {
                   <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='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>
             ))}
@@ -155,7 +198,11 @@ export function CrmDashboardPage() {
           <RelatedQuotationList quotations={data.hotQuotations} />
         </SectionCard>
 
-        <SectionCard title='Follow-ups Due Today' description='กิจกรรมติดตามที่ครบกำหนด' className='xl:col-span-3'>
+        <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'>
diff --git a/src/features/crm/components/customer-detail.tsx b/src/features/crm-demo/components/customer-detail.tsx
similarity index 96%
rename from src/features/crm/components/customer-detail.tsx
rename to src/features/crm-demo/components/customer-detail.tsx
index 6b47980..7eccf09 100644
--- a/src/features/crm/components/customer-detail.tsx
+++ b/src/features/crm-demo/components/customer-detail.tsx
@@ -133,10 +133,7 @@ export function CustomerDetailPage({ id }: { id: string }) {
             </div>
             <div className='mt-4 space-y-3'>
               {data.shares.length === 0 ? (
-                <EmptyState
-                  title='ยังไม่มีการแชร์ contact'
-                  description='เริ่มจากกรอกชื่อผู้ใช้ด้านบน'
-                />
+                <EmptyState title='ยังไม่มีการแชร์ contact' description='เริ่มจากกรอกชื่อผู้ใช้ด้านบน' />
               ) : (
                 data.shares.map((share) => (
                   <div
diff --git a/src/features/crm/components/customer-form-sheet.tsx b/src/features/crm-demo/components/customer-form-sheet.tsx
similarity index 95%
rename from src/features/crm/components/customer-form-sheet.tsx
rename to src/features/crm-demo/components/customer-form-sheet.tsx
index d92cb81..1ea8cfe 100644
--- a/src/features/crm/components/customer-form-sheet.tsx
+++ b/src/features/crm-demo/components/customer-form-sheet.tsx
@@ -173,24 +173,14 @@ export function CustomerFormSheet({
                 />
               </div>
               <FormTextField name='province' label='Province' required placeholder='Bangkok' />
-              <FormTextField
-                name='district'
-                label='District'
-                required
-                placeholder='Chatuchak'
-              />
+              <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'
-              />
+              <FormTextField name='postalCode' label='Postal Code' required placeholder='10900' />
             </form.Form>
           </form.AppForm>
         </div>
diff --git a/src/features/crm-demo/components/customers-table.tsx b/src/features/crm-demo/components/customers-table.tsx
new file mode 100644
index 0000000..f3fa896
--- /dev/null
+++ b/src/features/crm-demo/components/customers-table.tsx
@@ -0,0 +1,186 @@
+'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-demo/customers/${row.original.id}`}>View</Link>
+            </Button>
+          </div>
+        )
+      }
+    ],
+    []
+  );
+
+  const columnIds = ['code', 'name', 'customerStatus', 'branchId', 'contactIds', 'actions'];
+
+  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=''>ทุกสถานะ</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=''>ทุกสาขา</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>
+  );
+}
diff --git a/src/features/crm-demo/components/enquiries-table.tsx b/src/features/crm-demo/components/enquiries-table.tsx
new file mode 100644
index 0000000..ca20eb0
--- /dev/null
+++ b/src/features/crm-demo/components/enquiries-table.tsx
@@ -0,0 +1,157 @@
+'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 = ['code', 'title', 'productType', 'status', 'chancePercent', 'actions'];
+
+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-demo/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=''>ทุกสถานะ</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=''>ทุกสินค้า</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=''>ทุก 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-demo/customers'>Create Enquiry</Link>
+        </Button>
+      </div>
+      <DataTable table={table} />
+    </div>
+  );
+}
diff --git a/src/features/crm/components/enquiry-detail.tsx b/src/features/crm-demo/components/enquiry-detail.tsx
similarity index 100%
rename from src/features/crm/components/enquiry-detail.tsx
rename to src/features/crm-demo/components/enquiry-detail.tsx
diff --git a/src/features/crm/components/quotation-detail.tsx b/src/features/crm-demo/components/quotation-detail.tsx
similarity index 98%
rename from src/features/crm/components/quotation-detail.tsx
rename to src/features/crm-demo/components/quotation-detail.tsx
index bcf0456..32f9ea3 100644
--- a/src/features/crm/components/quotation-detail.tsx
+++ b/src/features/crm-demo/components/quotation-detail.tsx
@@ -211,9 +211,7 @@ export function QuotationDetailPage({ id }: { id: string }) {
           <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>
+          <span className='text-sm font-medium'>{formatCurrency(data.quotation.totalAmount)}</span>
         </div>
         <div className='mt-4'>
           <InfoGrid
diff --git a/src/features/crm-demo/components/quotations-table.tsx b/src/features/crm-demo/components/quotations-table.tsx
new file mode 100644
index 0000000..d20dee5
--- /dev/null
+++ b/src/features/crm-demo/components/quotations-table.tsx
@@ -0,0 +1,225 @@
+'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-demo/quotations/${row.original.id}`}>View</Link>
+        </Button>
+      </div>
+    )
+  }
+];
+
+const columnIds = [
+  'code',
+  'project',
+  'quotationType',
+  'status',
+  'revision',
+  'totalAmount',
+  'isHotProject',
+  'actions'
+];
+
+function KanbanView({ items }: { items: Quotation[] }) {
+  const statuses = ['draft', 'pending_approval', 'approved', 'sent', 'accepted', 'lost'];
+
+  return (
+    <div className='grid gap-4 xl:grid-cols-6'>
+      {statuses.map((status) => (
+        <Card key={status} className='space-y-3 p-3'>
+          <div className='flex items-center justify-between'>
+            <p className='text-sm font-semibold capitalize'>{status.replace('_', ' ')}</p>
+            <span className='text-muted-foreground text-xs'>
+              {items.filter((item) => item.status === status).length}
+            </span>
+          </div>
+          {items
+            .filter((item) => item.status === status)
+            .map((item) => (
+              <Link
+                key={item.id}
+                href={`/dashboard/crm-demo/quotations/${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=''>ทุกสถานะ</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=''>ทุกประเภท</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=''>ทุก 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=''>ทุกดีล</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-demo/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>
+  );
+}
diff --git a/src/features/crm/components/settings-page.tsx b/src/features/crm-demo/components/settings-page.tsx
similarity index 92%
rename from src/features/crm/components/settings-page.tsx
rename to src/features/crm-demo/components/settings-page.tsx
index 09d6000..b445cbd 100644
--- a/src/features/crm/components/settings-page.tsx
+++ b/src/features/crm-demo/components/settings-page.tsx
@@ -8,7 +8,10 @@ export function MasterOptionsPage() {
   const { data } = useSuspenseQuery(crmReferenceQueryOptions());
 
   return (
-    <SectionCard title='Master Options' description='Status, product type, payment term, currency, tax rate'>
+    <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'>
@@ -32,7 +35,8 @@ export function DocumentSequencesPage() {
           <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')}
+                {item.prefix}
+                {item.period}-{String(item.currentNumber).padStart(item.paddingLength, '0')}
               </p>
               <p className='text-muted-foreground text-sm'>{item.documentType}</p>
             </div>
diff --git a/src/features/crm/components/shared.tsx b/src/features/crm-demo/components/shared.tsx
similarity index 87%
rename from src/features/crm/components/shared.tsx
rename to src/features/crm-demo/components/shared.tsx
index 1a70550..15abb4b 100644
--- a/src/features/crm/components/shared.tsx
+++ b/src/features/crm-demo/components/shared.tsx
@@ -86,7 +86,11 @@ export function BranchBadge({ branch }: { branch: CrmBranch }) {
 
 export function CustomerStatusBadge({ status }: { status: Customer['customerStatus'] }) {
   return (
-    <Badge variant={status === 'inactive' ? 'destructive' : status === 'prospect' ? 'outline' : 'secondary'}>
+    <Badge
+      variant={
+        status === 'inactive' ? 'destructive' : status === 'prospect' ? 'outline' : 'secondary'
+      }
+    >
       {getCustomerStatusLabel(status)}
     </Badge>
   );
@@ -132,7 +136,14 @@ export function InfoGrid({
   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')}>
+    <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>
@@ -199,7 +210,10 @@ export function CustomerRoleCards({
         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
+            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>
@@ -226,7 +240,10 @@ export function QuotationPreviewPanel({
   approvalSteps: ApprovalStep[];
 }) {
   return (
-    <SectionCard title='Quotation Preview' description='Mock preview พร้อมต่อยอดไป pdfme/template mapping'>
+    <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>
@@ -235,9 +252,16 @@ export function QuotationPreviewPanel({
             <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>
+            <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>
 
@@ -262,7 +286,10 @@ export function QuotationPreviewPanel({
             <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
+                  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'>
@@ -279,7 +306,9 @@ export function QuotationPreviewPanel({
             <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>)}
+                ?.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'>
@@ -306,7 +335,10 @@ 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
+          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>
@@ -317,7 +349,7 @@ export function RelatedQuotationList({ quotations }: { quotations: Quotation[] }
           <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/${quotation.id}`}>
+              <Link href={`/dashboard/crm-demo/quotations/${quotation.id}`}>
                 <Icons.arrowRight className='mr-1 h-4 w-4' />
                 เปิด
               </Link>
@@ -347,11 +379,7 @@ export function AuditTimeline({ events }: { events: AuditEvent[] }) {
         actorName: event.actorName,
         timestamp: event.createdAt,
         tone:
-          event.action === 'APPROVE'
-            ? 'success'
-            : event.action === 'REJECT'
-              ? 'danger'
-              : 'default'
+          event.action === 'APPROVE' ? 'success' : event.action === 'REJECT' ? 'danger' : 'default'
       }))}
     />
   );
diff --git a/src/features/crm-demo/data/mock-crm.ts b/src/features/crm-demo/data/mock-crm.ts
new file mode 100644
index 0000000..b2b3960
--- /dev/null
+++ b/src/features/crm-demo/data/mock-crm.ts
@@ -0,0 +1,1377 @@
+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'
+        }
+      ]
+    }
+  ]
+};
diff --git a/src/features/crm/data/options.ts b/src/features/crm-demo/data/options.ts
similarity index 100%
rename from src/features/crm/data/options.ts
rename to src/features/crm-demo/data/options.ts
diff --git a/src/features/crm/schemas/customer.ts b/src/features/crm-demo/schemas/customer.ts
similarity index 100%
rename from src/features/crm/schemas/customer.ts
rename to src/features/crm-demo/schemas/customer.ts
diff --git a/src/features/crm/utils/format.ts b/src/features/crm-demo/utils/format.ts
similarity index 100%
rename from src/features/crm/utils/format.ts
rename to src/features/crm-demo/utils/format.ts
diff --git a/src/features/crm/utils/status.ts b/src/features/crm-demo/utils/status.ts
similarity index 100%
rename from src/features/crm/utils/status.ts
rename to src/features/crm-demo/utils/status.ts
diff --git a/src/features/crm/components/customers-table.tsx b/src/features/crm/components/customers-table.tsx
deleted file mode 100644
index 17307df..0000000
--- a/src/features/crm/components/customers-table.tsx
+++ /dev/null
@@ -1,207 +0,0 @@
-"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="">ทุกสถานะ</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="">ทุกสาขา</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>
-  );
-}
diff --git a/src/features/crm/components/enquiries-table.tsx b/src/features/crm/components/enquiries-table.tsx
deleted file mode 100644
index 15faa15..0000000
--- a/src/features/crm/components/enquiries-table.tsx
+++ /dev/null
@@ -1,178 +0,0 @@
-"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="">ทุกสถานะ</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="">ทุกสินค้า</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="">ทุก 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>
-  );
-}
diff --git a/src/features/crm/components/quotations-table.tsx b/src/features/crm/components/quotations-table.tsx
deleted file mode 100644
index 99984bb..0000000
--- a/src/features/crm/components/quotations-table.tsx
+++ /dev/null
@@ -1,252 +0,0 @@
-"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="">ทุกสถานะ</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="">ทุกประเภท</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="">ทุก 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="">ทุกดีล</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>
-  );
-}
diff --git a/src/features/crm/data/mock-crm.ts b/src/features/crm/data/mock-crm.ts
deleted file mode 100644
index fb17190..0000000
--- a/src/features/crm/data/mock-crm.ts
+++ /dev/null
@@ -1,731 +0,0 @@
-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',
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-      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: [
-    {
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-      enquiryId: 'enq-1',
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-      validUntil: '2026-07-02',
-      quotationType: 'official',
-      project: 'Warehouse Dock Modernization',
-      siteLocation: 'Bangkok Logistics Park',
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-        { role: 'owner', customerId: 'cus-1', contactId: 'ct-1' },
-        { role: 'consultant', customerId: 'cus-4', contactId: 'ct-7' },
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-      salesmanId: 'sp-1',
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-      totalAmount: 2750000,
-      chancePercent: 82,
-      isHotProject: true,
-      approvalSnapshot: 'Awaiting Level 2 approval',
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-        { 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' }
-      ],
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-      ],
-      auditEventIds: ['audit-1', 'audit-2']
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-    {
-      id: 'qt-2',
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-        { 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',
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-        { id: 'qt-2-item-1', topic: 'Mechanical', description: 'Hydraulic dock leveler 8 sets', quantity: 8, unit: 'set', unitPrice: 280000, amount: 2240000 },
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-      ],
-      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' }
-      ],
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-        { 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',
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-      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',
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-      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' }
-      ]
-    }
-  ]
-};
diff --git a/src/features/foundation/components/crm-production-placeholder.tsx b/src/features/foundation/components/crm-production-placeholder.tsx
new file mode 100644
index 0000000..dd849b5
--- /dev/null
+++ b/src/features/foundation/components/crm-production-placeholder.tsx
@@ -0,0 +1,56 @@
+import Link from 'next/link';
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
+import { Button } from '@/components/ui/button';
+
+export function CrmProductionPlaceholder({
+  title,
+  summary,
+  foundationItems,
+  nextStep,
+  demoHref
+}: {
+  title: string;
+  summary: string;
+  foundationItems: string[];
+  nextStep: string;
+  demoHref?: string;
+}) {
+  return (
+    <div className='space-y-4'>
+      <Card>
+        <CardHeader>
+          <CardTitle>{title}</CardTitle>
+          <CardDescription>{summary}</CardDescription>
+        </CardHeader>
+        <CardContent className='space-y-4'>
+          <div className='rounded-lg border p-4'>
+            <div className='text-sm font-medium'>Production path status</div>
+            <div className='text-muted-foreground mt-1 text-sm'>
+              This route is isolated from legacy CRM mock services and is now reserved for
+              foundation-backed implementation only.
+            </div>
+          </div>
+          <div className='rounded-lg border p-4'>
+            <div className='text-sm font-medium'>Reusable foundation ready</div>
+            <ul className='text-muted-foreground mt-2 space-y-1 text-sm'>
+              {foundationItems.map((item) => (
+                <li key={item}>- {item}</li>
+              ))}
+            </ul>
+          </div>
+          <div className='rounded-lg border border-dashed p-4'>
+            <div className='text-sm font-medium'>Next implementation step</div>
+            <div className='text-muted-foreground mt-1 text-sm'>{nextStep}</div>
+          </div>
+          {demoHref ? (
+            <div className='flex justify-end'>
+              <Button variant='outline' asChild>
+                <Link href={demoHref}>Open legacy demo route</Link>
+              </Button>
+            </div>
+          ) : null}
+        </CardContent>
+      </Card>
+    </div>
+  );
+}
diff --git a/src/lib/searchparams.ts b/src/lib/searchparams.ts
index 82df047..6037048 100644
--- a/src/lib/searchparams.ts
+++ b/src/lib/searchparams.ts
@@ -11,6 +11,15 @@ export const searchParams = {
   name: parseAsString,
   gender: parseAsString,
   category: parseAsString,
+  customerStatus: parseAsString,
+  branch: parseAsString,
+  productType: parseAsString,
+  salesman: parseAsString,
+  dateFrom: parseAsString,
+  dateTo: parseAsString,
+  quotationType: parseAsString,
+  hot: parseAsString,
+  view: parseAsString,
   status: parseAsString,
   assetType: parseAsString,
   role: parseAsString,