lead menu

nquiry menu

src/features/crm/enquiries/components/enquiry-form-sheet.tsx

@@ -64,12 +64,14 @@ export function EnquiryFormSheet({
   enquiry,
   open,
   onOpenChange,
-  referenceData
+  referenceData,
+  workspace = 'enquiry'
 }: {
   enquiry?: EnquiryRecord;
   open: boolean;
   onOpenChange: (open: boolean) => void;
   referenceData: EnquiryReferenceData;
+  workspace?: 'lead' | 'enquiry';
 }) {
   const isEdit = !!enquiry;
   const defaultValues = useMemo(
@@ -88,21 +90,21 @@ export function EnquiryFormSheet({
   const createMutation = useMutation({
     ...createEnquiryMutation,
     onSuccess: () => {
-      toast.success('Enquiry created successfully');
+      toast.success(`${recordLabel} created successfully`);
       onOpenChange(false);
     },
     onError: (error) =>
-      toast.error(error instanceof Error ? error.message : 'Failed to create enquiry')
+      toast.error(error instanceof Error ? error.message : `Failed to create ${recordLabel.toLowerCase()}`)
   });
 
   const updateMutation = useMutation({
     ...updateEnquiryMutation,
     onSuccess: () => {
-      toast.success('Enquiry updated successfully');
+      toast.success(`${recordLabel} updated successfully`);
       onOpenChange(false);
     },
     onError: (error) =>
-      toast.error(error instanceof Error ? error.message : 'Failed to update enquiry')
+      toast.error(error instanceof Error ? error.message : `Failed to update ${recordLabel.toLowerCase()}`)
   });
 
   const contactsForCustomer = referenceData.contacts.filter(
@@ -177,13 +179,17 @@ export function EnquiryFormSheet({
 
   const isPending = createMutation.isPending || updateMutation.isPending;
 
+  const recordLabel = workspace === 'lead' ? 'Lead' : 'Enquiry';
+
   return (
     <Sheet open={open} onOpenChange={onOpenChange}>
       <SheetContent className='flex flex-col sm:max-w-4xl'>
         <SheetHeader>
-          <SheetTitle>{isEdit ? 'Edit Enquiry' : 'New Enquiry'}</SheetTitle>
+          <SheetTitle>{isEdit ? `Edit ${recordLabel}` : `New ${recordLabel}`}</SheetTitle>
           <SheetDescription>
-            Capture the opportunity details before quotation and approval stages begin.
+            {workspace === 'lead'
+              ? 'Capture marketing lead details before assignment to sales.'
+              : 'Capture sales enquiry details before quotation work begins.'}
           </SheetDescription>
         </SheetHeader>
 
@@ -261,7 +267,7 @@ export function EnquiryFormSheet({
                 name='title'
                 label='Title'
                 required
-                placeholder='Warehouse crane upgrade opportunity'
+                placeholder='Warehouse crane upgrade enquiry'
               />
               <FormTextField
                 name='projectName'
@@ -338,7 +344,7 @@ export function EnquiryFormSheet({
                 <FormTextareaField
                   name='description'
                   label='Description'
-                  placeholder='High-level summary of the opportunity'
+                  placeholder='High-level summary of the lead or enquiry'
                 />
               </div>
               <div className='md:col-span-2'>
@@ -352,19 +358,19 @@ export function EnquiryFormSheet({
                 <FormTextareaField
                   name='notes'
                   label='Notes'
-                  placeholder='Internal notes, blockers, or guidance for the sales team'
+                  placeholder='Internal notes, blockers, or handoff guidance'
                 />
               </div>
               <div className='md:col-span-2 grid gap-4 md:grid-cols-2'>
                 <FormSwitchField
                   name='isHotProject'
                   label='Hot Project'
-                  description='Use for urgent or highly strategic opportunities.'
+                  description='Use for urgent or highly strategic enquiries.'
                 />
                 <FormSwitchField
                   name='isActive'
                   label='Active Record'
-                  description='Inactive enquiries stay in history but should not progress further.'
+                  description='Inactive leads and enquiries stay in history but should not progress further.'
                 />
               </div>
               <div className='md:col-span-2'>
@@ -385,7 +391,7 @@ export function EnquiryFormSheet({
           </Button>
           <Button type='submit' form='enquiry-form-sheet' isLoading={isPending}>
             <Icons.check className='mr-2 h-4 w-4' />
-            {isEdit ? 'Update Enquiry' : 'Create Enquiry'}
+            {isEdit ? `Update ${recordLabel}` : `Create ${recordLabel}`}
           </Button>
         </SheetFooter>
       </SheetContent>
@@ -394,18 +400,25 @@ export function EnquiryFormSheet({
 }
 
 export function EnquiryFormSheetTrigger({
-  referenceData
+  referenceData,
+  workspace = 'enquiry'
 }: {
   referenceData: EnquiryReferenceData;
+  workspace?: 'lead' | 'enquiry';
 }) {
   const [open, setOpen] = React.useState(false);
 
   return (
     <>
       <Button onClick={() => setOpen(true)}>
-        <Icons.add className='mr-2 h-4 w-4' /> Add Enquiry
+        <Icons.add className='mr-2 h-4 w-4' /> {workspace === 'lead' ? 'Add Lead' : 'Add Enquiry'}
       </Button>
-      <EnquiryFormSheet open={open} onOpenChange={setOpen} referenceData={referenceData} />
+      <EnquiryFormSheet
+        open={open}
+        onOpenChange={setOpen}
+        referenceData={referenceData}
+        workspace={workspace}
+      />
     </>
   );
 }