task-e
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phaichayon
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plans/task-e.md
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537
plans/task-e.md
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# Task E: Quotation Production Module
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## ALLA OS CRM vNext
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คุณคือ Senior Full-stack Engineer
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ให้ implement Quotation production module โดยต่อยอดจาก Task A, B, B.1, C, D
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## ต้องอ่านก่อน
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```txt
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docs/implementation/task-a-template-audit.md
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docs/implementation/task-b-template-audit.md
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docs/implementation/task-b1-foundation-stabilization.md
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docs/implementation/technical-debt.md
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Layout.md
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AGENTS.md
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.agents/skills/kiranism-shadcn-dashboard
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src/db/schema.ts
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src/features/foundation/**
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src/features/crm/customers/**
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src/features/crm/enquiries/**
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src/app/dashboard/crm/**
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```
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## เป้าหมาย
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สร้าง production module สำหรับ:
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```txt
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Quotation
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Quotation Items
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Quotation Customers
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Quotation Topics
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Quotation Follow-ups
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Quotation Attachments metadata
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Quotation Revision
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Enquiry → Quotation linkage
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```
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ยังไม่ทำ:
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```txt
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Approval workflow เต็ม
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PDF generation จริง
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Report
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Dashboard KPI จริง
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Notification
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```
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## Core Rules
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```txt
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organizationId = tenant boundary
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branchId = business sub-scope
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```
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ทุก quotation ต้องมี `organizationId`
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Quotation ควรอ้างอิง:
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```txt
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customerId
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contactId
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enquiryId optional
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```
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ห้ามใช้ mock CRM service
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ห้าม import จาก:
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```txt
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src/features/crm-demo/**
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src/constants/mock-api*
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```
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## Scope E1: Quotation Schema
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เพิ่ม production schema ใน `src/db/schema.ts`
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ตารางหลัก:
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```txt
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crm_quotations
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```
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Fields ขั้นต่ำ:
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```txt
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id
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organizationId
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branchId
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code
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enquiryId
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customerId
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contactId
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quotationDate
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validUntil
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quotationType
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projectName
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projectLocation
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attention
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reference
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notes
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status
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revision
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parentQuotationId
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revisionRemark
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currency
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exchangeRate
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subtotal
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discount
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discountType
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taxRate
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taxAmount
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totalAmount
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chancePercent
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isHotProject
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competitor
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salesmanId
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isSent
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sentAt
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sentVia
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acceptedAt
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rejectedAt
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rejectionReason
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isActive
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createdAt
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updatedAt
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deletedAt
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createdBy
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updatedBy
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```
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Rules:
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* `organizationId` required
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* `customerId` required
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* `code` unique ภายใน organization
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* `status`, `quotationType`, `currency`, `discountType` ใช้ master options ถ้ามี
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* code ใช้ document sequence `quotation -> QT`
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* create/update/delete ต้อง audit log
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* ยังไม่ทำ approval table
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* status `pending_approval` ทำเป็น placeholder ได้
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## Scope E2: Quotation Items Schema
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เพิ่ม table:
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```txt
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crm_quotation_items
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```
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Fields ขั้นต่ำ:
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```txt
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id
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organizationId
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quotationId
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itemNumber
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productType
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description
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quantity
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unit
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unitPrice
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discount
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discountType
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taxRate
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totalPrice
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notes
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sortOrder
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createdAt
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updatedAt
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deletedAt
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```
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Rules:
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* item ต้องอยู่ organization เดียวกับ quotation
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* totalPrice คำนวณฝั่ง server
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* quotation total ต้องคำนวณจาก items
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* ห้ามเชื่อ total จาก client โดยตรง
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## Scope E3: Quotation Customers Schema
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เพิ่ม table:
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```txt
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crm_quotation_customers
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```
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Fields:
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```txt
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id
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organizationId
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quotationId
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customerId
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role
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isPrimary
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createdAt
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updatedAt
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deletedAt
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```
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Roles:
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```txt
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owner
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consultant
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contractor
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billing
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```
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Rules:
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* customer หลักใน quotation ต้องอยู่ใน organization เดียวกัน
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* contractor สำคัญต่อ reporting ภายหลัง
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* ยังไม่ทำ report ใน Task E
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## Scope E4: Quotation Topics Schema
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เพิ่ม tables:
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```txt
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crm_quotation_topics
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crm_quotation_topic_items
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```
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Topic types:
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```txt
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scope
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exclusion
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payment
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```
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ใช้สำหรับเอกสารใบเสนอราคาในอนาคต
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## Scope E5: Follow-ups + Attachments Metadata
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เพิ่ม tables:
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```txt
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crm_quotation_followups
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crm_quotation_attachments
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```
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Attachment ใน Task E เก็บ metadata ก่อน:
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```txt
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fileName
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originalFileName
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filePath
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fileSize
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fileType
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description
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uploadedAt
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uploadedBy
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```
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ยังไม่ต้องทำ upload storage จริง ถ้า scope ใหญ่เกินไป
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ทำ placeholder service ได้ แต่ schema ต้องพร้อม
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## Scope E6: API Routes
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สร้าง route handlers:
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```txt
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src/app/api/crm/quotations/route.ts
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src/app/api/crm/quotations/[id]/route.ts
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src/app/api/crm/quotations/[id]/items/route.ts
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src/app/api/crm/quotations/[id]/items/[itemId]/route.ts
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src/app/api/crm/quotations/[id]/customers/route.ts
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src/app/api/crm/quotations/[id]/topics/route.ts
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src/app/api/crm/quotations/[id]/followups/route.ts
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src/app/api/crm/quotations/[id]/attachments/route.ts
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src/app/api/crm/quotations/[id]/revisions/route.ts
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```
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รองรับ:
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```txt
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GET list
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POST create
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GET detail
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PATCH update
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DELETE soft delete
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CRUD items
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CRUD customers
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CRUD topics
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CRUD followups
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list/create attachment metadata
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create revision
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```
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Rules:
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* ใช้ `requireOrganizationAccess`
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* ใช้ permission helper
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* filter ด้วย organizationId เสมอ
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* customer/contact/enquiry ต้องอยู่ organization เดียวกัน
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* create quotation ต้อง generate code
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* revision ต้องสร้าง code suffix หรือ revision record ตาม design
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* ทุก mutation ต้อง audit
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Permissions แนะนำ:
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```txt
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crm.quotation.read
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crm.quotation.create
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crm.quotation.update
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crm.quotation.delete
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crm.quotation.item.manage
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crm.quotation.customer.manage
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crm.quotation.topic.manage
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crm.quotation.followup.manage
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crm.quotation.attachment.manage
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crm.quotation.revision.create
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```
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## Scope E7: Feature Layer
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สร้าง:
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```txt
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src/features/crm/quotations/api/types.ts
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src/features/crm/quotations/api/service.ts
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src/features/crm/quotations/api/queries.ts
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src/features/crm/quotations/api/mutations.ts
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src/features/crm/quotations/schemas/quotation.schema.ts
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src/features/crm/quotations/server/service.ts
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src/features/crm/quotations/components/**
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```
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ใช้ pattern จาก:
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```txt
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src/features/products/**
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src/features/users/**
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src/features/crm/customers/**
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src/features/crm/enquiries/**
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```
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## Scope E8: Quotation UI
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แทน placeholder routes:
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```txt
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/dashboard/crm/quotations
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/dashboard/crm/quotations/[id]
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```
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List page ต้องมี:
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```txt
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PageContainer
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DataTable
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search
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status filter
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quotation type filter
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branch filter
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customer filter
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enquiry filter
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hot project filter
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create button
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edit action
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view action
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soft delete action
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```
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Detail page ใช้ Layout.md Template A
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Tabs:
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```txt
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Overview
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Items
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Customers
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Topics
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Follow-ups
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Attachments
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Activity
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Approval Placeholder
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Document Preview Placeholder
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```
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## Scope E9: Quotation Form
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ใช้:
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```txt
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useAppForm
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Zod
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Sheet/Dialog pattern
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React Query mutation
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```
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Create/Edit fields:
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```txt
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enquiryId
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customerId
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contactId
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quotationDate
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validUntil
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quotationType
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projectName
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projectLocation
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branchId
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currency
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exchangeRate
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status
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chancePercent
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isHotProject
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competitor
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reference
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notes
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```
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Rules:
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* enquiry dropdown จาก production enquiry API
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* ถ้าเลือก enquiry ให้ auto-fill customer/contact/project ถ้าทำได้แบบไม่ซับซ้อน
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* customer dropdown จาก production customer API
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* contact dropdown filter ตาม customer
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* status/quotationType/currency ดึงจาก master options
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* ห้าม hardcode option ใน form
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## Scope E10: Item UI
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ใน Quotation Detail tab: Items
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ต้องมี:
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```txt
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item list
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create item
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edit item
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delete item
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subtotal/tax/total summary
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```
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Rules:
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* คำนวณ total ฝั่ง server
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* UI แสดง readonly total summary จาก API
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## Scope E11: Revision
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รองรับ create revision เบื้องต้น
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Rules:
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* revision สร้างจาก quotation เดิม
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* copy quotation header + items + customers + topics
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* parentQuotationId ชี้กลับ quotation เดิม
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* revision เริ่ม R01, R02
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* ห้าม revise quotation ที่ draft/cancelled ถ้า business rule ต้องการ
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* mutation ต้อง audit
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## Scope E12: Integration
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### Enquiry Detail
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เพิ่ม related quotations tab/list จริงใน:
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```txt
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/dashboard/crm/enquiries/[id]
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```
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### Customer Detail
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เพิ่ม related quotations list placeholder หรือจริงถ้าทำไม่ซับซ้อน
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## ห้ามทำใน Task E
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```txt
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Approval table
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Approval matrix
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Approval workflow เต็ม
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PDF generation จริง
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Excel generation จริง
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Dashboard KPI จริง
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Report
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Notification
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```
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## Output หลังทำเสร็จ
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สรุป:
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1. Files Added
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2. Files Modified
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3. Schema Added
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4. API Routes Added
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5. UI Routes Completed
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6. Permissions Used
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7. Audit Integration
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8. Document Sequence Integration
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9. Enquiry/Customer Integration
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10. Revision Support
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11. Remaining Risks
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12. Task F Readiness
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## Definition of Done
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||||
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Task E ผ่านเมื่อ:
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* Quotation schema พร้อม
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* Quotation items พร้อม
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* Quotation customers พร้อม
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* Quotation topics พร้อม
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* Quotation follow-ups พร้อม
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* Attachment metadata พร้อม
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* Quotation list ใช้ production data
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* Quotation detail ใช้ production data
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* Quotation create/edit/delete ใช้งานได้
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* Item create/edit/delete ใช้งานได้
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* Revision create ใช้งานได้เบื้องต้น
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* ใช้ organizationId ทุก query
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* customer/contact/enquiry ต้องอยู่ organization เดียวกัน
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* ใช้ master options ใน status/type/currency
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* ใช้ document sequence ตอนสร้าง quotation
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* ใช้ audit log ทุก mutation
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* ไม่ import mock CRM
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* ไม่ทำ Approval workflow เต็ม
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Reference in New Issue
Block a user