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}