lead menu

nquiry menu

src/app/dashboard/crm/enquiries/[id]/page.tsx

@@ -54,6 +54,11 @@ export default async function EnquiryDetailRoute({ params }: PageProps) {
     (!!session?.user?.activeOrganizationId &&
       (session.user.activeMembershipRole === 'admin' ||
         session.user.activePermissions.includes(PERMISSIONS.crmEnquiryReassign)));
+  const canReadQuotation =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmQuotationRead)));
   const queryClient = getQueryClient();
 
   if (canRead) {
@@ -67,14 +72,14 @@ export default async function EnquiryDetailRoute({ params }: PageProps) {
       ? await getEnquiryReferenceData(session.user.activeOrganizationId)
       : null;
   const relatedQuotations =
-    canRead && session?.user?.activeOrganizationId
+    canRead && canReadQuotation && session?.user?.activeOrganizationId
       ? await listEnquiryQuotationRelations(id, session.user.activeOrganizationId)
       : [];
 
   return (
     <PageContainer
       pageTitle='Enquiry Detail'
-      pageDescription='Opportunity context, follow-up timeline, and future quotation handoff.'
+      pageDescription='Lead or enquiry context, follow-up timeline, and ownership lifecycle.'
       access={canRead}
       accessFallback={
         <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
@@ -88,9 +93,11 @@ export default async function EnquiryDetailRoute({ params }: PageProps) {
             enquiryId={id}
             referenceData={referenceData}
             relatedQuotations={relatedQuotations}
+            workspace='enquiry'
             canUpdate={canUpdate}
             canAssign={canAssign}
             canReassign={canReassign}
+            canViewRelatedQuotations={canReadQuotation}
             canManageFollowups={{
               create: canFollowupCreate,
               update: canFollowupUpdate,

src/app/dashboard/crm/enquiries/page.tsx

@@ -50,6 +50,7 @@ export default async function EnquiriesRoute(props: PageProps) {
         session.user.activePermissions.includes(
           PERMISSIONS.crmEnquiryReassign,
         )));
+  const businessRole = session?.user?.activeBusinessRole ?? null;
 
   searchParamsCache.parse(searchParams);
 
@@ -60,8 +61,8 @@ export default async function EnquiriesRoute(props: PageProps) {
 
   return (
     <PageContainer
-      pageTitle="Enquiries (Lead)"
-      pageDescription="Production opportunity registry with customer linkage, follow-up workflow, and audit-backed activity."
+      pageTitle="Enquiries"
+      pageDescription="Sales workspace for active enquiries, follow-up workflow, and quotation preparation."
       access={canRead}
       accessFallback={
         <div className="text-muted-foreground rounded-lg border border-dashed p-8 text-center">
@@ -70,13 +71,14 @@ export default async function EnquiriesRoute(props: PageProps) {
       }
       pageHeaderAction={
         canCreate && referenceData ? (
-          <EnquiryFormSheetTrigger referenceData={referenceData} />
+          <EnquiryFormSheetTrigger referenceData={referenceData} workspace='enquiry' />
         ) : null
       }
     >
       {referenceData ? (
         <EnquiryListing
           referenceData={referenceData}
+          workspace='enquiry'
           canUpdate={canUpdate}
           canDelete={canDelete}
           canAssign={canAssign}

src/app/dashboard/crm/leads/[id]/page.tsx

@@ -0,0 +1,99 @@
+import { auth } from '@/auth';
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import { notFound, redirect } from 'next/navigation';
+import PageContainer from '@/components/layout/page-container';
+import {
+  enquiryByIdOptions,
+  enquiryFollowupsOptions,
+  enquiryProjectPartiesOptions
+} from '@/features/crm/enquiries/api/queries';
+import { EnquiryDetail } from '@/features/crm/enquiries/components/enquiry-detail';
+import { getEnquiryDetail, getEnquiryReferenceData } from '@/features/crm/enquiries/server/service';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { getQueryClient } from '@/lib/query-client';
+
+type PageProps = {
+  params: Promise<{ id: string }>;
+};
+
+export default async function LeadDetailRoute({ params }: PageProps) {
+  const { id } = await params;
+  const session = await auth();
+  const canRead =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmLeadRead)));
+  const canUpdate =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmLeadUpdate)));
+  const canAssign =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmLeadAssign)));
+  const queryClient = getQueryClient();
+
+  if (!session?.user?.activeOrganizationId) {
+    notFound();
+  }
+
+  const enquiry = canRead
+    ? await getEnquiryDetail(id, session.user.activeOrganizationId, {
+        organizationId: session.user.activeOrganizationId,
+        userId: session.user.id,
+        membershipRole: session.user.activeMembershipRole ?? 'user',
+        businessRole: session.user.activeBusinessRole ?? 'sales_support'
+      })
+    : null;
+
+  if (enquiry && enquiry.pipelineStage !== 'lead') {
+    redirect(`/dashboard/crm/enquiries/${id}`);
+  }
+
+  if (canRead) {
+    void queryClient.prefetchQuery(enquiryByIdOptions(id));
+    void queryClient.prefetchQuery(enquiryProjectPartiesOptions(id));
+    void queryClient.prefetchQuery(enquiryFollowupsOptions(id));
+  }
+
+  const referenceData =
+    canRead && session.user.activeOrganizationId
+      ? await getEnquiryReferenceData(session.user.activeOrganizationId)
+      : null;
+
+  return (
+    <PageContainer
+      pageTitle='Lead Detail'
+      pageDescription='Marketing lead information and assignment handoff context.'
+      access={canRead}
+      accessFallback={
+        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
+          You do not have access to this lead.
+        </div>
+      }
+    >
+      {referenceData ? (
+        <HydrationBoundary state={dehydrate(queryClient)}>
+          <EnquiryDetail
+            enquiryId={id}
+            referenceData={referenceData}
+            relatedQuotations={[]}
+            workspace='lead'
+            canUpdate={canUpdate}
+            canAssign={canAssign}
+            canReassign={false}
+            canViewRelatedQuotations={false}
+            canManageFollowups={{
+              create: false,
+              update: false,
+              delete: false
+            }}
+          />
+        </HydrationBoundary>
+      ) : null}
+    </PageContainer>
+  );
+}

src/app/dashboard/crm/leads/page.tsx

@@ -0,0 +1,82 @@
+import { auth } from '@/auth';
+import PageContainer from '@/components/layout/page-container';
+import EnquiryListing from '@/features/crm/enquiries/components/enquiry-listing';
+import { EnquiryFormSheetTrigger } from '@/features/crm/enquiries/components/enquiry-form-sheet';
+import { getEnquiryReferenceData } from '@/features/crm/enquiries/server/service';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { searchParamsCache } from '@/lib/searchparams';
+import type { SearchParams } from 'nuqs/server';
+
+export const metadata = {
+  title: 'Dashboard: CRM Leads'
+};
+
+type PageProps = {
+  searchParams: Promise<SearchParams>;
+};
+
+export default async function LeadsRoute(props: PageProps) {
+  const searchParams = await props.searchParams;
+  const session = await auth();
+  const canRead =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmLeadRead)));
+  const canCreate =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmLeadCreate)));
+  const canUpdate =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmLeadUpdate)));
+  const canDelete =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmLeadDelete)));
+  const canAssign =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmLeadAssign)));
+
+  searchParamsCache.parse(searchParams);
+
+  const referenceData =
+    canRead && session?.user?.activeOrganizationId
+      ? await getEnquiryReferenceData(session.user.activeOrganizationId)
+      : null;
+
+  return (
+    <PageContainer
+      pageTitle='Leads'
+      pageDescription='Marketing workspace for lead collection, qualification, nurturing, and sales assignment.'
+      access={canRead}
+      accessFallback={
+        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
+          You do not have access to CRM leads.
+        </div>
+      }
+      pageHeaderAction={
+        canCreate && referenceData ? (
+          <EnquiryFormSheetTrigger referenceData={referenceData} workspace='lead' />
+        ) : null
+      }
+    >
+      {referenceData ? (
+        <EnquiryListing
+          referenceData={referenceData}
+          workspace='lead'
+          canUpdate={canUpdate}
+          canDelete={canDelete}
+          canAssign={canAssign}
+          canReassign={false}
+        />
+      ) : null}
+    </PageContainer>
+  );
+}