lead menu

nquiry menu

plans/task-d.3.1.md

@@ -0,0 +1,439 @@
+# Task D.3.1: Leads / Enquiries Navigation Separation
+
+## Goal
+
+แยกเมนู Leads และ Enquiries ออกจากกันเพื่อลดความสับสนของผู้ใช้งาน
+
+Business Process ยังคงเป็น:
+
+```txt
+Lead
+↓ Assign To Sales
+Enquiry
+↓
+Quotation
+↓
+Won / Lost
+```
+
+แต่ UX จะถูกแยกเป็น 2 Workspace
+
+```txt
+CRM
+├── Dashboard
+├── Leads
+├── Enquiries
+├── Quotations
+├── Approvals
+└── Settings
+```
+
+Important:
+
+Task นี้เป็น UX Separation เท่านั้น
+
+Do NOT create:
+
+```txt
+crm_leads
+```
+
+Do NOT duplicate:
+
+```txt
+API
+Schema
+Database
+Server Service
+```
+
+ยังคงใช้
+
+```txt
+crm_enquiries
+```
+
+เป็น Single Source of Truth
+
+---
+
+# Scope D3.1.1 Navigation
+
+Update:
+
+```txt
+src/config/nav-config.ts
+```
+
+Add:
+
+```txt
+CRM
+ ├ Leads
+ └ Enquiries
+```
+
+Remove old combined menu if exists.
+
+Permissions:
+
+Leads menu:
+
+```txt
+crm.lead.read
+```
+
+Enquiries menu:
+
+```txt
+crm.enquiry.read
+```
+
+---
+
+# Scope D3.1.2 Routes
+
+Add:
+
+```txt
+/dashboard/crm/leads
+/dashboard/crm/leads/[id]
+```
+
+Keep:
+
+```txt
+/dashboard/crm/enquiries
+/dashboard/crm/enquiries/[id]
+```
+
+Rules:
+
+Leads page:
+
+```txt
+pipelineStage = lead
+```
+
+Enquiries page:
+
+```txt
+pipelineStage = enquiry
+```
+
+---
+
+# Scope D3.1.3 Reuse Existing Module
+
+Do NOT create:
+
+```txt
+src/features/crm/leads
+```
+
+Reuse:
+
+```txt
+src/features/crm/enquiries/**
+```
+
+Implementation pattern:
+
+```ts
+getEnquiries({
+  pipelineStage: "lead"
+})
+
+getEnquiries({
+  pipelineStage: "enquiry"
+})
+```
+
+Shared:
+
+```txt
+API
+Types
+Mutations
+Queries
+Schema
+Server Service
+```
+
+---
+
+# Scope D3.1.4 Leads UI
+
+Leads page should focus on Marketing workflow.
+
+Columns:
+
+```txt
+Code
+Lead Source
+Company
+Contact
+Assigned Sales
+Created By
+Created At
+Age
+Status
+```
+
+Actions:
+
+```txt
+View
+Edit
+Assign To Sales
+Mark Lost
+```
+
+Hide:
+
+```txt
+Quotation Count
+Revenue
+Chance %
+Quotation Value
+```
+
+---
+
+# Scope D3.1.5 Enquiries UI
+
+Enquiries page should focus on Sales workflow.
+
+Columns:
+
+```txt
+Code
+Project
+Billing Customer
+Enquiry Owner
+Chance %
+Estimated Value
+Quotation Count
+Next Follow-up
+Status
+```
+
+Actions:
+
+```txt
+View
+Edit
+Create Quotation
+Follow-up
+Won
+Lost
+```
+
+---
+
+# Scope D3.1.6 Detail Page Labels
+
+Lead Detail:
+
+```txt
+Lead Information
+Lead Source
+Lead Owner
+Assigned Sales
+```
+
+Enquiry Detail:
+
+```txt
+Enquiry Information
+Project Information
+Enquiry Owner
+Follow-ups
+Quotations
+```
+
+Both pages may internally reuse the same component.
+
+Only labels and visibility differ.
+
+---
+
+# Scope D3.1.7 Permissions
+
+Add:
+
+```txt
+crm.lead.read
+crm.lead.create
+crm.lead.update
+crm.lead.assign
+crm.lead.delete
+```
+
+Map existing behavior:
+
+```txt
+marketing
+admin
+super_admin
+```
+
+Default:
+
+Marketing:
+
+```txt
+Lead permissions
+```
+
+Sales:
+
+```txt
+Enquiry permissions
+```
+
+Managers:
+
+```txt
+Both
+```
+
+---
+
+# Scope D3.1.8 Dashboard Alignment
+
+Dashboard cards should use:
+
+Lead:
+
+```txt
+pipelineStage = lead
+```
+
+Enquiry:
+
+```txt
+pipelineStage = enquiry
+```
+
+Links:
+
+```txt
+Lead KPI
+→ /dashboard/crm/leads
+
+Enquiry KPI
+→ /dashboard/crm/enquiries
+```
+
+---
+
+# Scope D3.1.9 Query Freshness
+
+After:
+
+```txt
+Assign Lead
+Convert Lead → Enquiry
+Won
+Lost
+```
+
+Invalidate:
+
+```txt
+lead list
+enquiry list
+lead detail
+enquiry detail
+dashboard KPI
+```
+
+Rules:
+
+Assigned lead should disappear from Leads immediately and appear in Enquiries immediately.
+
+No manual refresh allowed.
+
+---
+
+# Scope D3.1.10 ADR Update
+
+Update:
+
+```txt
+docs/adr/0011-lead-enquiry-ownership-model.md
+```
+
+Add section:
+
+```txt
+Navigation Separation
+```
+
+Document:
+
+```txt
+Lead and Enquiry are separate UX workspaces.
+
+Lead and Enquiry are NOT separate domain entities.
+
+Both are stored in crm_enquiries.
+
+pipelineStage determines business state.
+```
+
+---
+
+# Explicit Non-Scope
+
+Do NOT implement:
+
+```txt
+crm_leads table
+Lead API
+Lead schema
+Lead server service
+Campaign module
+Lead scoring
+Marketing automation
+Import/Export redesign
+```
+
+---
+
+# Output
+
+1. Files Added
+2. Files Modified
+3. Navigation Changes
+4. Route Changes
+5. Permission Changes
+6. Query Invalidation Added
+7. Dashboard Changes
+8. ADR Updates
+9. Remaining Risks
+
+---
+
+# Definition of Done
+
+✔ Leads menu exists
+
+✔ Enquiries menu exists
+
+✔ Leads page shows only lead-stage records
+
+✔ Enquiries page shows only enquiry-stage records
+
+✔ Lead assignment moves record between pages immediately
+
+✔ Dashboard links point correctly
+
+✔ No duplicate lead module created
+
+✔ No new database table created
+
+✔ Existing enquiry APIs reused
+
+✔ ADR updated