lead menu

nquiry menu
2026-06-19 10:39:11 +07:00
parent 0650cf6297
commit c0cc880be2
46 changed files with 5985 additions and 420 deletions
--- a/src/features/crm/dashboard/components/crm-dashboard.tsx
+++ b/src/features/crm/dashboard/components/crm-dashboard.tsx
@@ -36,16 +36,29 @@ export function CrmDashboard({ canExport }: { canExport: boolean }) {
  return (
    <div className='space-y-6'>
      <DashboardFilters referenceData={data.referenceData} canExport={canExport} />
-      <DashboardSummaryCards summary={data.summary} />
-      <div className='grid gap-6 2xl:grid-cols-[1.35fr_1fr]'>
-        <DashboardFunnel steps={data.funnel} />
-        <DashboardHotProjects rows={data.hotProjects} />
-      </div>
-      <DashboardRevenueCards revenueAnalytics={data.revenueAnalytics} />
-      <div className='grid gap-6 2xl:grid-cols-[1.2fr_1fr]'>
-        <DashboardSalesRanking rows={data.salesRanking} />
-        <DashboardApprovalMetrics approvals={data.approvals} />
-      </div>
+      <DashboardSummaryCards
+        summary={data.summary}
+        canViewCommercialData={data.visibility.canViewCommercialData}
+      />
+      {data.visibility.canViewCommercialData ? (
+        <div className='grid gap-6 2xl:grid-cols-[1.35fr_1fr]'>
+          <DashboardFunnel steps={data.funnel} />
+          <DashboardHotProjects rows={data.hotProjects} />
+        </div>
+      ) : null}
+      {data.visibility.canViewCommercialData ? (
+        <DashboardRevenueCards revenueAnalytics={data.revenueAnalytics} />
+      ) : null}
+      {data.visibility.canViewCommercialData || data.visibility.canViewApprovalData ? (
+        <div className='grid gap-6 2xl:grid-cols-[1.2fr_1fr]'>
+          {data.visibility.canViewCommercialData ? (
+            <DashboardSalesRanking rows={data.salesRanking} />
+          ) : null}
+          {data.visibility.canViewApprovalData ? (
+            <DashboardApprovalMetrics approvals={data.approvals} />
+          ) : null}
+        </div>
+      ) : null}
      <DashboardFollowups followups={data.followups} />
    </div>
  );
--- a/src/features/crm/dashboard/components/dashboard-followups.tsx
+++ b/src/features/crm/dashboard/components/dashboard-followups.tsx
@@ -36,8 +36,8 @@ export function DashboardFollowups({
            <TableRow>
              <TableHead>Date</TableHead>
              <TableHead>Customer</TableHead>
-              <TableHead>Opportunity</TableHead>
-              <TableHead>Assigned Sales</TableHead>
+              <TableHead>Enquiry</TableHead>
+              <TableHead>Enquiry Owner</TableHead>
              <TableHead>Source</TableHead>
            </TableRow>
          </TableHeader>
@@ -53,7 +53,7 @@ export function DashboardFollowups({
                <TableRow key={`${row.sourceType}-${row.id}`}>
                  <TableCell>{new Date(row.followupDate).toLocaleDateString()}</TableCell>
                  <TableCell>{row.customerName}</TableCell>
-                  <TableCell>{row.opportunityName}</TableCell>
+                  <TableCell>{row.enquiryName}</TableCell>
                  <TableCell>{row.assignedSalesName ?? '-'}</TableCell>
                  <TableCell className='capitalize'>{row.sourceType}</TableCell>
                </TableRow>
--- a/src/features/crm/dashboard/components/dashboard-funnel.tsx
+++ b/src/features/crm/dashboard/components/dashboard-funnel.tsx
@@ -14,7 +14,7 @@ export function DashboardFunnel({ steps }: { steps: CrmDashboardFunnelStep[] })
    <Card>
      <CardHeader>
        <CardTitle>Sales Pipeline Funnel</CardTitle>
-        <CardDescription>Frozen lead, opportunity, quotation, approval, and won stages.</CardDescription>
+        <CardDescription>Lead, enquiry, quotation, approval, and won stages from the current pipeline model.</CardDescription>
      </CardHeader>
      <CardContent className='space-y-4'>
        {steps.map((step) => (
--- a/src/features/crm/dashboard/components/dashboard-hot-projects.tsx
+++ b/src/features/crm/dashboard/components/dashboard-hot-projects.tsx
@@ -12,8 +12,8 @@ export function DashboardHotProjects({ rows }: { rows: CrmDashboardHotProjectRow
  return (
    <Card>
      <CardHeader>
-        <CardTitle>Top Hot Opportunities</CardTitle>
-        <CardDescription>Production hot projects from enquiries, ranked by commercial value.</CardDescription>
+        <CardTitle>Top Active Enquiries</CardTitle>
+        <CardDescription>Sales-owned hot enquiries ranked by estimated commercial value.</CardDescription>
      </CardHeader>
      <CardContent>
        <Table>
@@ -22,7 +22,7 @@ export function DashboardHotProjects({ rows }: { rows: CrmDashboardHotProjectRow
              <TableHead>Project</TableHead>
              <TableHead>Customer</TableHead>
              <TableHead className='text-right'>Value</TableHead>
-              <TableHead>Assigned Sales</TableHead>
+              <TableHead>Enquiry Owner</TableHead>
              <TableHead className='text-right'>Probability</TableHead>
            </TableRow>
          </TableHeader>
--- a/src/features/crm/dashboard/components/dashboard-sales-ranking.tsx
+++ b/src/features/crm/dashboard/components/dashboard-sales-ranking.tsx
@@ -13,7 +13,7 @@ export function DashboardSalesRanking({ rows }: { rows: CrmDashboardSalesRanking
    <Card>
      <CardHeader>
        <CardTitle>Sales Ranking</CardTitle>
-        <CardDescription>Lead and opportunity ownership follow assignment rules. Quotation ownership uses salesman.</CardDescription>
+        <CardDescription>Lead and enquiry ownership follow assignment rules. Quotation ownership uses salesman.</CardDescription>
      </CardHeader>
      <CardContent>
        <Table>
@@ -21,7 +21,7 @@ export function DashboardSalesRanking({ rows }: { rows: CrmDashboardSalesRanking
            <TableRow>
              <TableHead>Sales Person</TableHead>
              <TableHead className='text-right'>Lead</TableHead>
-              <TableHead className='text-right'>Opportunity</TableHead>
+              <TableHead className='text-right'>Enquiry</TableHead>
              <TableHead className='text-right'>Quotation</TableHead>
              <TableHead className='text-right'>Approved</TableHead>
              <TableHead className='text-right'>Won Revenue</TableHead>
@@ -40,7 +40,7 @@ export function DashboardSalesRanking({ rows }: { rows: CrmDashboardSalesRanking
                <TableRow key={row.salesPersonId}>
                  <TableCell className='font-medium'>{row.salesPersonName}</TableCell>
                  <TableCell className='text-right'>{formatNumber(row.leadCount)}</TableCell>
-                  <TableCell className='text-right'>{formatNumber(row.opportunityCount)}</TableCell>
+                  <TableCell className='text-right'>{formatNumber(row.enquiryCount)}</TableCell>
                  <TableCell className='text-right'>{formatNumber(row.quotationCount)}</TableCell>
                  <TableCell className='text-right'>{formatNumber(row.approvedQuotations)}</TableCell>
                  <TableCell className='text-right'>{formatNumber(row.wonRevenue)}</TableCell>
--- a/src/features/crm/dashboard/components/dashboard-summary-cards.tsx
+++ b/src/features/crm/dashboard/components/dashboard-summary-cards.tsx
@@ -1,5 +1,6 @@
 'use client';

+import Link from 'next/link';
 import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
 import type { CrmDashboardSummary } from '../api/types';

@@ -10,13 +11,15 @@ function formatNumber(value: number) {
 function SummaryCard({
  title,
  description,
-  items
+  items,
+  href
 }: {
  title: string;
  description: string;
  items: Array<{ label: string; value: number; suffix?: string }>;
+  href?: string;
 }) {
-  return (
+  const content = (
    <Card className='h-full'>
      <CardHeader>
        <CardTitle>{title}</CardTitle>
@@ -35,14 +38,23 @@ function SummaryCard({
      </CardContent>
    </Card>
  );
+
+  return href ? <Link href={href} className='block'>{content}</Link> : content;
 }

-export function DashboardSummaryCards({ summary }: { summary: CrmDashboardSummary }) {
+export function DashboardSummaryCards({
+  summary,
+  canViewCommercialData
+}: {
+  summary: CrmDashboardSummary;
+  canViewCommercialData: boolean;
+}) {
  return (
-    <div className='grid gap-4 xl:grid-cols-2 2xl:grid-cols-4'>
+    <div className={`grid gap-4 ${canViewCommercialData ? 'xl:grid-cols-2 2xl:grid-cols-4' : 'xl:grid-cols-2'}`}>
      <SummaryCard
        title='Lead'
-        description='Lead-stage enquiries based on the frozen KPI rules.'
+        description='Marketing-owned lead-stage records based on pipeline stage.'
+        href='/dashboard/crm/leads'
        items={[
          { label: 'Lead Count', value: summary.lead.leadCount },
          { label: 'New Leads', value: summary.lead.newLeads },
@@ -51,34 +63,39 @@ export function DashboardSummaryCards({ summary }: { summary: CrmDashboardSummar
        ]}
      />
      <SummaryCard
-        title='Opportunity'
-        description='Assigned enquiries that remain active in the pipeline.'
+        title='Enquiry'
+        description='Sales-owned enquiry-stage records plus closed outcomes.'
+        href='/dashboard/crm/enquiries'
        items={[
-          { label: 'Opportunity Count', value: summary.opportunity.opportunityCount },
-          { label: 'Open Opportunities', value: summary.opportunity.openOpportunities },
-          { label: 'Hot Opportunities', value: summary.opportunity.hotOpportunities },
-          { label: 'Opportunity Value', value: summary.opportunity.opportunityValue }
-        ]}
-      />
-      <SummaryCard
-        title='Quotation'
-        description='Live quotation status counts from production data.'
-        items={[
-          { label: 'Draft Quotations', value: summary.quotation.draftQuotations },
-          { label: 'Pending Approval', value: summary.quotation.pendingApproval },
-          { label: 'Approved Quotations', value: summary.quotation.approvedQuotations },
-          { label: 'Sent Quotations', value: summary.quotation.sentQuotations }
-        ]}
-      />
-      <SummaryCard
-        title='Revenue'
-        description='Quotation, won, and lost values using frozen dashboard rules.'
-        items={[
-          { label: 'Quotation Value', value: summary.revenue.quotationValue },
-          { label: 'Won Value', value: summary.revenue.wonValue },
-          { label: 'Lost Value', value: summary.revenue.lostValue }
+          { label: 'Enquiry Count', value: summary.enquiry.enquiryCount },
+          { label: 'Active Enquiries', value: summary.enquiry.activeEnquiries },
+          { label: 'Closed Won', value: summary.enquiry.wonCount },
+          { label: 'Closed Lost', value: summary.enquiry.lostCount }
        ]}
      />
+      {canViewCommercialData ? (
+        <SummaryCard
+          title='Quotation'
+          description='Live quotation status counts from production data.'
+          items={[
+            { label: 'Draft Quotations', value: summary.quotation.draftQuotations },
+            { label: 'Pending Approval', value: summary.quotation.pendingApproval },
+            { label: 'Approved Quotations', value: summary.quotation.approvedQuotations },
+            { label: 'Sent Quotations', value: summary.quotation.sentQuotations }
+          ]}
+        />
+      ) : null}
+      {canViewCommercialData ? (
+        <SummaryCard
+          title='Revenue'
+          description='Quotation, won, and lost values using governed revenue rules.'
+          items={[
+            { label: 'Quotation Value', value: summary.revenue.quotationValue },
+            { label: 'Won Value', value: summary.revenue.wonValue },
+            { label: 'Lost Value', value: summary.revenue.lostValue }
+          ]}
+        />
+      ) : null}
    </div>
  );
 }