task-d.5.5

docs/implementation/task-d55-opportunity-sales-workspace-refinement.md

@@ -0,0 +1,92 @@
+# Task D.5.5: Opportunity / Sales Workspace Refinement
+
+## Objective
+Refine the sales-facing enquiry workspace so lead-origin enquiries are presented as opportunities without renaming the underlying `crm_enquiries` model or changing quotation, dashboard, report, or approval foundations.
+
+## Review Completed
+- `AGENTS.md`
+- `plans/task-d.5.5.md`
+- `docs/standards/project-foundations.md`
+- `docs/standards/task-catalog.md`
+- `docs/adr/0018-lead-enquiry-domain-separation.md`
+- `docs/implementation/task-d5-lead-enquiry-domain-separation.md`
+- `docs/implementation/task-d52-lead-domain-service-api-foundation.md`
+- `docs/implementation/task-d53-lead-assignment-create-enquiry-foundation.md`
+- `docs/implementation/task-d54-lead-enquiry-workspace-separation-ui-foundation.md`
+- `docs/security/crm-authorization-boundaries.md`
+- existing enquiry list/detail/form/assignment UI
+- existing quotation reference-data and creation UI
+
+## What Changed
+- Updated [enquiries page](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/dashboard/crm/enquiries/page.tsx) to use sales-facing opportunity wording in page title and description while keeping the same enquiry route.
+- Refined list-loading and table UI in:
+  - [enquiry-listing.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/enquiries/components/enquiry-listing.tsx)
+  - [enquiries-table.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/enquiries/components/enquiries-table.tsx)
+  - [enquiry-columns.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/enquiries/components/enquiry-columns.tsx)
+- Opportunity list now emphasizes sales execution fields:
+  - opportunity code
+  - source lead indicator
+  - customer
+  - project name
+  - product type
+  - sales owner
+  - status
+  - estimated value
+  - chance percent
+  - expected close date
+  - next follow-up
+  - created date
+- Updated [opportunity detail page](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/dashboard/crm/enquiries/[id]/page.tsx) to load:
+  - optional source lead summary
+  - quotation reference data when quotation creation permission exists
+- Rebuilt [enquiry-detail.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/enquiries/components/enquiry-detail.tsx) around clearer sales sections:
+  - Opportunity Summary
+  - Source Lead
+  - Customer / Contact
+  - Requirement
+  - Sales Qualification
+  - Follow-up Timeline
+  - Linked Quotations
+  - Activity
+  - Quotation Readiness
+- Added [source-lead-card.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/enquiries/components/source-lead-card.tsx) for read-only lead provenance visibility.
+- Added [quotation-readiness-panel.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/enquiries/components/quotation-readiness-panel.tsx) for non-blocking readiness checks.
+- Extended [types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/enquiries/api/types.ts) with optional list-only fields for future source lead and follow-up enrichment without breaking existing API consumers.
+
+## UI Wording Decisions
+- Route kept as `/dashboard/crm/enquiries`
+- Page title changed to `CRM Opportunities`
+- Detail title changed to `Opportunity Detail`
+- Technical code and API names remain `enquiry` / `crm_enquiries`
+
+## APIs and Foundations Reused
+- Existing enquiry APIs remained unchanged:
+  - `GET /api/crm/enquiries`
+  - `GET /api/crm/enquiries/[id]`
+  - existing follow-up and assignment APIs
+- Existing quotation reference-data foundation reused for the `Create Quotation` action.
+- Lead detail service reused for source lead summary display.
+
+## Permission Mapping
+- Opportunity list/detail still rely on existing enquiry permissions:
+  - `crm.enquiry.read`
+  - `crm.enquiry.update`
+  - `crm.enquiry.assign`
+  - `crm.enquiry.reassign`
+  - `crm.enquiry.followup.create`
+  - `crm.enquiry.followup.update`
+  - `crm.enquiry.followup.delete`
+- Quotation action is shown only when `crm.quotation.create` is available.
+- Source lead visibility on the opportunity page does not widen lead permissions; it is only rendered for users who can already access the enquiry page.
+
+## Compatibility Notes
+- `crm_enquiries`, `/api/crm/enquiries`, and existing quotation flows were not renamed.
+- Records without `lead_id` continue to render as direct sales opportunities.
+- Dashboard, reports, approvals, and quotation services were not changed.
+
+## Known Limitations
+- The current `Create Quotation` action opens the existing quotation creation sheet without automatically preselecting the current opportunity.
+- Source-lead-specific list enrichment is prepared at the UI contract level, but the list still uses lightweight lead linkage signaling rather than a fully joined source-lead dataset.
+
+## Verification
+- `npm exec tsc --noEmit`

plans/task-d.5.5.md

@@ -0,0 +1,432 @@
+# Task D.5.5: Opportunity / Sales Workspace Refinement
+
+## Status
+
+Planned
+
+## Objective
+
+Refine the Sales workspace so enquiries created from leads are presented and operated as Sales Opportunities, while preserving existing enquiry, quotation, dashboard, report, and approval compatibility.
+
+Business boundary:
+
+```txt
+Lead = Marketing-owned source record
+Opportunity / Enquiry = Sales-owned execution workspace
+```
+
+This task does not replace `crm_enquiries`. It improves the sales-facing workspace around it.
+
+---
+
+## Mandatory Review
+
+Review before implementation:
+
+* `AGENTS.md`
+* `docs/standards/project-foundations.md`
+* `docs/standards/task-catalog.md`
+* `docs/adr/0018-lead-enquiry-domain-separation.md`
+* `docs/implementation/task-d5-lead-enquiry-domain-separation.md`
+* `docs/implementation/task-d52-lead-domain-service-api-foundation.md`
+* `docs/implementation/task-d53-lead-assignment-create-enquiry-foundation.md`
+* `docs/implementation/task-d54-lead-enquiry-workspace-separation-ui-foundation.md`
+* `docs/security/crm-authorization-boundaries.md`
+* existing enquiry API/service/UI
+* existing quotation conversion flow
+
+---
+
+## Current Foundation
+
+Already available:
+
+```txt
+crm_leads
+crm_enquiries
+crm_enquiries.lead_id
+
+Lead UI
+Enquiry UI
+Lead Assignment API
+Lead -> Enquiry creation
+Source Lead display in Enquiry detail
+```
+
+Do not recreate:
+
+```txt
+tables
+migrations
+lead assignment service
+lead APIs
+enquiry APIs
+quotation APIs
+```
+
+---
+
+## Business Rule
+
+After a Lead is assigned:
+
+```txt
+Lead
+  -> creates / reuses Enquiry
+  -> Enquiry becomes Sales Opportunity workspace
+```
+
+The DB object remains:
+
+```txt
+crm_enquiries
+```
+
+The sales-facing business wording may display as:
+
+```txt
+Opportunity
+```
+
+where appropriate.
+
+---
+
+## Scope D5.5.1 Sales Workspace Wording
+
+Refine enquiry UI labels for sales-facing pages.
+
+Recommended display naming:
+
+```txt
+Menu: Enquiries or Opportunities
+Page title: Opportunities
+Detail title: Opportunity Detail
+Source label: Source Lead
+```
+
+Rules:
+
+* Do not rename database tables
+* Do not rename API paths in this task
+* Do not break existing `/api/crm/enquiries`
+* Avoid global find/replace that may break compatibility
+* Keep technical names in code where already established unless safely isolated
+
+---
+
+## Scope D5.5.2 Opportunity List Refinement
+
+Update existing enquiry list to better support Sales workflow.
+
+Recommended columns:
+
+```txt
+Enquiry / Opportunity Code
+Source Lead
+Customer
+Project Name
+Product Type
+Sales Owner
+Status
+Estimated Value
+Chance %
+Expected Close Date
+Last Follow-up
+Next Follow-up
+Created Date
+```
+
+Recommended filters:
+
+```txt
+Sales Owner
+Product Type
+Status
+Customer
+Source Lead
+Expected Close Date
+```
+
+Rules:
+
+* Use existing enquiry API where possible
+* Add only non-breaking response fields if needed
+* Do not change dashboard/report query contracts
+* Preserve current enquiry list behavior for records without `lead_id`
+
+---
+
+## Scope D5.5.3 Opportunity Detail Refinement
+
+Update existing enquiry detail page to make sales execution clearer.
+
+Sections:
+
+```txt
+Opportunity Summary
+Source Lead
+Customer / Contact
+Requirement
+Sales Qualification
+Follow-up Timeline
+Quotation Readiness
+Linked Quotations
+```
+
+Actions:
+
+```txt
+Edit Opportunity
+Create Follow-up
+Create Quotation
+Open Source Lead
+```
+
+Rules:
+
+* `Source Lead` is read-only
+* Marketing users may not get broader enquiry access from this block
+* Quotation creation behavior must remain unchanged
+* Enquiry records without `lead_id` must still render normally
+
+---
+
+## Scope D5.5.4 Sales Qualification Fields
+
+Use existing enquiry fields:
+
+```txt
+requirement
+estimatedValue
+chancePercent
+expectedCloseDate
+competitor
+priority
+status
+```
+
+Refine UI grouping only.
+
+Rules:
+
+* Do not add new fields unless already present in schema
+* Do not create migration
+* Keep validation compatible with existing enquiry service
+* Avoid changing required fields that could break legacy creation
+
+---
+
+## Scope D5.5.5 Source Lead Read Model
+
+Enhance enquiry detail read model if needed to include minimal source lead data:
+
+```ts
+sourceLead?: {
+  id: string;
+  code: string;
+  projectName?: string | null;
+  status?: string | null;
+  awareness?: string | null;
+}
+```
+
+Rules:
+
+* Only expose source lead if current user can access the enquiry
+* Do not widen Lead permission from Enquiry page
+* Do not make extra client-side calls if server-side enrichment already exists
+
+---
+
+## Scope D5.5.6 Follow-up Continuity
+
+Keep existing enquiry follow-up architecture.
+
+Rules:
+
+* Sales follow-ups belong to enquiry/opportunity
+* Lead follow-ups remain audit-backed from D.5.2 until future persistence decision
+* Do not merge lead follow-up and enquiry follow-up timelines in this task
+* Optional: show Source Lead activity as read-only if already available and safe
+
+---
+
+## Scope D5.5.7 Quotation Readiness Panel
+
+Add a lightweight readiness panel on Opportunity detail.
+
+Suggested checks:
+
+```txt
+Customer selected
+Contact selected
+Project name present
+Product type present
+Requirement present
+Estimated value present
+```
+
+Output:
+
+```txt
+Ready to create quotation
+Missing required information
+```
+
+Rules:
+
+* Informational only
+* Do not block quotation creation unless existing service already blocks it
+* Do not change quotation service validation
+
+---
+
+## Scope D5.5.8 Permission Handling
+
+Use existing enquiry permissions and CRM access boundaries.
+
+Examples:
+
+```txt
+crm.enquiry.read
+crm.enquiry.update
+crm.enquiry.followup.create
+crm.quotation.create
+```
+
+Rules:
+
+* Do not check role strings directly
+* Hide unauthorized actions
+* Handle 403 gracefully
+* Backend remains the source of truth
+
+---
+
+## Scope D5.5.9 Documentation
+
+Create:
+
+```txt
+docs/implementation/task-d55-opportunity-sales-workspace-refinement.md
+```
+
+Document:
+
+```txt
+UI wording decisions
+routes changed
+components changed
+API fields added
+compatibility notes
+known limitations
+```
+
+---
+
+## Deliverables
+
+Updated:
+
+```txt
+src/app/**/crm/enquiries/page.tsx
+src/app/**/crm/enquiries/[id]/page.tsx
+```
+
+Updated or added components:
+
+```txt
+src/features/crm/enquiries/components/enquiry-list.tsx
+src/features/crm/enquiries/components/enquiries-table.tsx
+src/features/crm/enquiries/components/enquiry-detail.tsx
+src/features/crm/enquiries/components/source-lead-card.tsx
+src/features/crm/enquiries/components/quotation-readiness-panel.tsx
+```
+
+Optional updated API/read model:
+
+```txt
+src/features/crm/enquiries/api/types.ts
+src/features/crm/enquiries/server/service.ts
+```
+
+Documentation:
+
+```txt
+docs/implementation/task-d55-opportunity-sales-workspace-refinement.md
+```
+
+---
+
+## Explicit Non-Scope
+
+Do not:
+
+* create new tables
+* create migrations
+* rename `crm_enquiries`
+* rename `/api/crm/enquiries`
+* rewrite quotation conversion
+* change approval workflow
+* change dashboard datasets
+* change reports
+* implement won/lost synchronization
+* migrate legacy enquiry records
+* merge lead and enquiry follow-up persistence
+* remove `crm_enquiries.pipeline_stage`
+
+These belong to later phases.
+
+---
+
+## Verification
+
+Run:
+
+```txt
+npm exec tsc --noEmit
+```
+
+Optional:
+
+```txt
+npm run lint
+npm run build
+```
+
+Manual verification:
+
+```txt
+Opportunity/Enquiry list still loads
+Records with lead_id show Source Lead
+Records without lead_id still work
+Opportunity detail shows sales execution sections
+Create quotation still works
+Existing enquiry follow-ups still work
+Lead page still opens linked enquiry
+Quotation page still works
+Dashboard still works
+Reports still work
+```
+
+---
+
+## Definition of Done
+
+Task is complete when:
+
+* Sales workspace clearly represents assigned enquiries as opportunities
+* Existing enquiry API compatibility remains intact
+* Source Lead is visible from Opportunity detail
+* Quotation readiness is visible but non-blocking
+* Existing quotation, dashboard, report, and approval behavior remains unchanged
+
+Result:
+
+```txt
+Opportunity Workspace = Refined
+Sales Execution UX = Clarified
+Lead / Enquiry Boundary = Preserved
+Ready for D.5.6 Won / Lost Lifecycle Alignment
+```

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

@@ -1,9 +1,7 @@
 import { auth } from '@/auth';
 import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import { notFound } from 'next/navigation';
-import Link from 'next/link';
 import PageContainer from '@/components/layout/page-container';
-import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
 import {
   enquiryByIdOptions,
   enquiryFollowupsOptions,
@@ -13,6 +11,7 @@ import { EnquiryDetail } from '@/features/crm/enquiries/components/enquiry-detai
 import { getEnquiryDetail, getEnquiryReferenceData } from '@/features/crm/enquiries/server/service';
 import { getLeadById } from '@/features/crm/leads/server/service';
 import { listEnquiryQuotationRelations } from '@/features/crm/quotations/server/service';
+import { getQuotationReferenceData } from '@/features/crm/quotations/server/service';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { getQueryClient } from '@/lib/query-client';
 
@@ -90,6 +89,12 @@ export default async function EnquiryDetailRoute({ params }: PageProps) {
       (session.user.activeMembershipRole === 'admin' ||
         session.user.activePermissions.includes(PERMISSIONS.crmQuotationRead)));
 
+  const canCreateQuotation =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmQuotationCreate)));
+
   const canViewOutcomeCommercialData = canRead;
 
   if (!canRead || !session?.user?.activeOrganizationId || !session.user.id) {
@@ -119,33 +124,20 @@ export default async function EnquiryDetailRoute({ params }: PageProps) {
   ]);
 
   const enquiryDetail = await getEnquiryDetail(id, session.user.activeOrganizationId, accessContext);
-  const [referenceData, relatedQuotations, sourceLead] = await Promise.all([
+  const [referenceData, relatedQuotations, sourceLead, quotationReferenceData] = await Promise.all([
     getEnquiryReferenceData(session.user.activeOrganizationId),
     listEnquiryQuotationRelations(id, session.user.activeOrganizationId),
     enquiryDetail.leadId
       ? getLeadById(enquiryDetail.leadId, session.user.activeOrganizationId).catch(() => null)
-      : Promise.resolve(null)
+      : Promise.resolve(null),
+    canCreateQuotation ? getQuotationReferenceData(session.user.activeOrganizationId) : Promise.resolve(null)
   ]);
 
   return (
     <PageContainer
-      pageTitle='รายละเอียดโอกาสขาย'
+      pageTitle='Opportunity Detail'
-      pageDescription='พื้นที่ทำงานของฝ่ายขายสำหรับติดตาม execution ของ enquiry และเชื่อมกับ quotation'
+      pageDescription='Sales execution workspace for follow-up continuity, quotation readiness, and outcome control.'
     >
-      {sourceLead ? (
-        <Card className='mb-6'>
-          <CardHeader>
-            <CardTitle>Source Lead</CardTitle>
-          </CardHeader>
-          <CardContent className='text-sm'>
-            <Link href={`/dashboard/crm/leads/${sourceLead.id}`} className='font-medium hover:underline'>
-              {sourceLead.code}
-            </Link>
-            <div className='text-muted-foreground mt-1'>{sourceLead.projectName ?? 'No project name'}</div>
-          </CardContent>
-        </Card>
-      ) : null}
-
       <HydrationBoundary state={dehydrate(queryClient)}>
         <EnquiryDetail
           enquiryId={id}
@@ -160,7 +152,20 @@ export default async function EnquiryDetailRoute({ params }: PageProps) {
           canMarkWon={canMarkWon}
           canMarkLost={canMarkLost}
           canReopen={canReopen}
+          canCreateQuotation={canCreateQuotation}
           canManageFollowups={canManageFollowups}
+          sourceLead={
+            sourceLead
+              ? {
+                  id: sourceLead.id,
+                  code: sourceLead.code,
+                  projectName: sourceLead.projectName,
+                  status: sourceLead.statusLabel,
+                  awareness: sourceLead.awarenessLabel
+                }
+              : null
+          }
+          quotationReferenceData={quotationReferenceData}
         />
       </HydrationBoundary>
     </PageContainer>

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

@@ -1,14 +1,13 @@
-import { auth } from "@/auth";
+import { auth } from '@/auth';
-import PageContainer from "@/components/layout/page-container";
+import PageContainer from '@/components/layout/page-container';
-import EnquiryListing from "@/features/crm/enquiries/components/enquiry-listing";
+import EnquiryListing from '@/features/crm/enquiries/components/enquiry-listing';
-import { EnquiryFormSheetTrigger } from "@/features/crm/enquiries/components/enquiry-form-sheet";
+import { EnquiryFormSheetTrigger } from '@/features/crm/enquiries/components/enquiry-form-sheet';
-import { getEnquiryReferenceData } from "@/features/crm/enquiries/server/service";
+import { getEnquiryReferenceData } from '@/features/crm/enquiries/server/service';
-import { PERMISSIONS } from "@/lib/auth/rbac";
+import { PERMISSIONS } from '@/lib/auth/rbac';
-import { searchParamsCache } from "@/lib/searchparams";
+import type { SearchParams } from 'nuqs/server';
-import type { SearchParams } from "nuqs/server";
 
 export const metadata = {
-  title: "Dashboard: CRM Enquiries",
+  title: 'Dashboard: CRM Opportunities'
 };
 
 type PageProps = {
@@ -16,66 +15,61 @@ type PageProps = {
 };
 
 export default async function EnquiriesRoute(props: PageProps) {
-  const searchParams = await props.searchParams;
+  await props.searchParams;
   const session = await auth();
+
   const canRead =
-    session?.user?.systemRole === "super_admin" ||
+    session?.user?.systemRole === 'super_admin' ||
     (!!session?.user?.activeOrganizationId &&
-      (session.user.activeMembershipRole === "admin" ||
+      (session.user.activeMembershipRole === 'admin' ||
         session.user.activePermissions.includes(PERMISSIONS.crmEnquiryRead)));
+
   const canCreate =
-    session?.user?.systemRole === "super_admin" ||
+    session?.user?.systemRole === 'super_admin' ||
     (!!session?.user?.activeOrganizationId &&
-      (session.user.activeMembershipRole === "admin" ||
+      (session.user.activeMembershipRole === 'admin' ||
         session.user.activePermissions.includes(PERMISSIONS.crmEnquiryCreate)));
+
   const canUpdate =
-    session?.user?.systemRole === "super_admin" ||
+    session?.user?.systemRole === 'super_admin' ||
     (!!session?.user?.activeOrganizationId &&
-      (session.user.activeMembershipRole === "admin" ||
+      (session.user.activeMembershipRole === 'admin' ||
         session.user.activePermissions.includes(PERMISSIONS.crmEnquiryUpdate)));
+
   const canDelete =
-    session?.user?.systemRole === "super_admin" ||
+    session?.user?.systemRole === 'super_admin' ||
     (!!session?.user?.activeOrganizationId &&
-      (session.user.activeMembershipRole === "admin" ||
+      (session.user.activeMembershipRole === 'admin' ||
         session.user.activePermissions.includes(PERMISSIONS.crmEnquiryDelete)));
+
   const canAssign =
-    session?.user?.systemRole === "super_admin" ||
+    session?.user?.systemRole === 'super_admin' ||
     (!!session?.user?.activeOrganizationId &&
-      (session.user.activeMembershipRole === "admin" ||
+      (session.user.activeMembershipRole === 'admin' ||
         session.user.activePermissions.includes(PERMISSIONS.crmEnquiryAssign)));
+
   const canReassign =
-    session?.user?.systemRole === "super_admin" ||
+    session?.user?.systemRole === 'super_admin' ||
     (!!session?.user?.activeOrganizationId &&
-      (session.user.activeMembershipRole === "admin" ||
+      (session.user.activeMembershipRole === 'admin' ||
-        session.user.activePermissions.includes(
+        session.user.activePermissions.includes(PERMISSIONS.crmEnquiryReassign)));
-          PERMISSIONS.crmEnquiryReassign,
-        )));
-  const businessRole = session?.user?.activeBusinessRole ?? null;
 
-  searchParamsCache.parse(searchParams);
+  if (!canRead || !session?.user?.activeOrganizationId) {
+    return (
+      <PageContainer access={false} pageTitle='CRM Opportunities'>
+        {null}
+      </PageContainer>
+    );
+  }
 
-  const referenceData =
+  const referenceData = await getEnquiryReferenceData(session.user.activeOrganizationId);
-    canRead && session?.user?.activeOrganizationId
-      ? await getEnquiryReferenceData(session.user.activeOrganizationId)
-      : null;
 
   return (
     <PageContainer
-      pageTitle="โอกาสขาย"
+      pageTitle='CRM Opportunities'
-      pageDescription="พื้นที่ทำงานของฝ่ายขายสำหรับดูแลโอกาสขาย ติดตามความคืบหน้า และเตรียมใบเสนอราคา"
+      pageDescription='Sales execution workspace for opportunities created directly or handed off from marketing leads.'
-      access={canRead}
+      pageHeaderAction={canCreate ? <EnquiryFormSheetTrigger referenceData={referenceData} /> : null}
-      accessFallback={
-        <div className="text-muted-foreground rounded-lg border border-dashed p-8 text-center">
-          You do not have access to CRM enquiries.
-        </div>
-      }
-      pageHeaderAction={
-        canCreate && referenceData ? (
-          <EnquiryFormSheetTrigger referenceData={referenceData} workspace='enquiry' />
-        ) : null
-      }
     >
-      {referenceData ? (
       <EnquiryListing
         referenceData={referenceData}
         workspace='enquiry'
@@ -84,7 +78,6 @@ export default async function EnquiriesRoute(props: PageProps) {
         canAssign={canAssign}
         canReassign={canReassign}
       />
-      ) : null}
     </PageContainer>
   );
 }

src/features/crm/enquiries/api/types.ts

@@ -132,6 +132,9 @@ export interface EnquiryRecord {
 export interface EnquiryListItem extends EnquiryRecord {
   customerName: string;
   contactName: string | null;
+  sourceLeadCode?: string | null;
+  sourceLeadProjectName?: string | null;
+  lastFollowupDate?: string | null;
   followupCount: number;
   quotationCount: number;
   nextFollowupDate: string | null;

src/features/crm/enquiries/components/enquiries-table.tsx

@@ -1,15 +1,15 @@
-"use client";
+'use client';
 
-import { useMemo } from "react";
+import { useMemo } from 'react';
-import { parseAsInteger, parseAsString, useQueryStates } from "nuqs";
+import { parseAsInteger, parseAsString, useQueryStates } from 'nuqs';
-import { useSuspenseQuery } from "@tanstack/react-query";
+import { useSuspenseQuery } from '@tanstack/react-query';
-import { DataTable } from "@/components/ui/table/data-table";
+import { DataTable } from '@/components/ui/table/data-table';
-import { DataTableToolbar } from "@/components/ui/table/data-table-toolbar";
+import { DataTableToolbar } from '@/components/ui/table/data-table-toolbar';
-import { useDataTable } from "@/hooks/use-data-table";
+import { useDataTable } from '@/hooks/use-data-table';
-import { getSortingStateParser } from "@/lib/parsers";
+import { getSortingStateParser } from '@/lib/parsers';
-import { enquiriesQueryOptions } from "../api/queries";
+import { enquiriesQueryOptions } from '../api/queries';
-import type { EnquiryReferenceData } from "../api/types";
+import type { EnquiryReferenceData } from '../api/types';
-import { getEnquiryColumns } from "./enquiry-columns";
+import { getEnquiryColumns } from './enquiry-columns';
 
 export function EnquiriesTable({
   referenceData,
@@ -17,10 +17,10 @@ export function EnquiriesTable({
   canUpdate,
   canDelete,
   canAssign,
-  canReassign,
+  canReassign
 }: {
   referenceData: EnquiryReferenceData;
-  workspace: "lead" | "enquiry";
+  workspace: 'lead' | 'enquiry';
   canUpdate: boolean;
   canDelete: boolean;
   canAssign: boolean;
@@ -34,13 +34,12 @@ export function EnquiriesTable({
         canUpdate,
         canDelete,
         canAssign,
-        canReassign,
+        canReassign
       }),
-    [referenceData, workspace, canUpdate, canDelete, canAssign, canReassign],
+    [referenceData, workspace, canUpdate, canDelete, canAssign, canReassign]
   );
-  const columnIds = columns
+
-    .map((column) => column.id)
+  const columnIds = columns.map((column) => column.id).filter(Boolean) as string[];
-    .filter(Boolean) as string[];
   const [params] = useQueryStates({
     page: parseAsInteger.withDefault(1),
     perPage: parseAsInteger.withDefault(10),
@@ -50,7 +49,7 @@ export function EnquiriesTable({
     priority: parseAsString,
     branch: parseAsString,
     customer: parseAsString,
-    sort: getSortingStateParser(columnIds).withDefault([]),
+    sort: getSortingStateParser(columnIds).withDefault([])
   });
 
   const filters = {
@@ -63,21 +62,19 @@ export function EnquiriesTable({
     ...(params.priority && { priority: params.priority }),
     ...(params.branch && { branch: params.branch }),
     ...(params.customer && { customer: params.customer }),
-    ...(params.sort.length > 0 && { sort: JSON.stringify(params.sort) }),
+    ...(params.sort.length > 0 && { sort: JSON.stringify(params.sort) })
   };
 
   const { data } = useSuspenseQuery(enquiriesQueryOptions(filters));
-  console.log("data", data);
+  const pageCount = Math.max(1, Math.ceil((data.totalItems || 0) / params.perPage));
-  const pageCount = Math.ceil(data.totalItems / params.perPage);
+
   const { table } = useDataTable({
     data: data.items,
     columns,
     pageCount,
     shallow: true,
     debounceMs: 500,
-    initialState: {
+    clearOnDefault: true
-      columnPinning: { right: ["actions"] },
-    },
   });
 
   return (

src/features/crm/enquiries/components/enquiry-columns.tsx

@@ -2,13 +2,21 @@
 
 import Link from 'next/link';
 import type { Column, ColumnDef } from '@tanstack/react-table';
+import { Icons } from '@/components/icons';
 import { Badge } from '@/components/ui/badge';
 import { DataTableColumnHeader } from '@/components/ui/table/data-table-column-header';
-import { Icons } from '@/components/icons';
 import type { EnquiryListItem, EnquiryReferenceData } from '../api/types';
 import { EnquiryCellAction } from './enquiry-cell-action';
 import { EnquiryStatusBadge } from './enquiry-status-badge';
 
+type SharedColumnsConfig = {
+  referenceData: EnquiryReferenceData;
+  canUpdate: boolean;
+  canDelete: boolean;
+  canAssign: boolean;
+  canReassign: boolean;
+};
+
 function getLeadColumns({
   referenceData,
   canUpdate,
@@ -28,10 +36,7 @@ function getLeadColumns({
       ),
       cell: ({ row }) => (
         <div className='flex flex-col'>
-          <Link
+          <Link href={`/dashboard/crm/leads/${row.original.id}`} className='font-medium hover:underline'>
-            href={`/dashboard/crm/leads/${row.original.id}`}
-            className='font-medium hover:underline'
-          >
             {row.original.code}
           </Link>
           <span className='text-muted-foreground text-xs'>{row.original.title}</span>
@@ -57,68 +62,19 @@ function getLeadColumns({
       id: 'customer',
       accessorFn: (row) => row.customerId,
       header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Company' />
+        <DataTableColumnHeader column={column} title='Customer' />
       ),
       cell: ({ row }) => <span>{row.original.customerName}</span>,
       meta: {
-        label: 'Company',
+        label: 'Customer',
-        variant: 'multiSelect' as const,
+        variant: 'select' as const,
         options: referenceData.customers.map((item) => ({
           value: item.id,
-          label: item.name
+          label: `${item.name} (${item.code})`
         }))
       },
       enableColumnFilter: true
     },
-    {
-      id: 'contact',
-      accessorFn: (row) => row.contactId ?? '',
-      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Contact' />
-      ),
-      cell: ({ row }) => <span>{row.original.contactName ?? '-'}</span>
-    },
-    {
-      id: 'assignedSales',
-      accessorFn: (row) => row.assignedToName ?? '',
-      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Assigned Sales' />
-      ),
-      cell: ({ row }) => <span>{row.original.assignedToName ?? 'Unassigned'}</span>
-    },
-    {
-      id: 'createdBy',
-      accessorFn: (row) => row.createdByName ?? row.createdBy,
-      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Created By' />
-      ),
-      cell: ({ row }) => <span>{row.original.createdByName ?? row.original.createdBy}</span>
-    },
-    {
-      id: 'createdAt',
-      accessorKey: 'createdAt',
-      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Created At' />
-      ),
-      cell: ({ row }) => <span>{new Date(row.original.createdAt).toLocaleDateString()}</span>
-    },
-    {
-      id: 'age',
-      accessorFn: (row) => row.createdAt,
-      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Age' />
-      ),
-      cell: ({ row }) => {
-        const ageInDays = Math.max(
-          0,
-          Math.floor(
-            (Date.now() - new Date(row.original.createdAt).getTime()) / (1000 * 60 * 60 * 24)
-          )
-        );
-
-        return <span>{ageInDays} days</span>;
-      }
-    },
     {
       id: 'status',
       accessorKey: 'status',
@@ -164,13 +120,14 @@ function getEnquiryWorkspaceColumns({
   canReassign
 }: SharedColumnsConfig): ColumnDef<EnquiryListItem>[] {
   const statusMap = new Map(referenceData.statuses.map((item) => [item.id, item]));
+  const productTypeMap = new Map(referenceData.productTypes.map((item) => [item.id, item.label]));
 
   return [
     {
       id: 'code',
       accessorKey: 'code',
       header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Code' />
+        <DataTableColumnHeader column={column} title='Opportunity Code' />
       ),
       cell: ({ row }) => (
         <div className='flex flex-col'>
@@ -184,92 +141,76 @@ function getEnquiryWorkspaceColumns({
         </div>
       ),
       meta: {
-        label: 'Code',
+        label: 'Opportunity',
-        placeholder: 'Search enquiries...',
+        placeholder: 'Search opportunities...',
         variant: 'text' as const,
         icon: Icons.search
       },
       enableColumnFilter: true
     },
     {
-      id: 'projectName',
+      id: 'sourceLead',
-      accessorFn: (row) => row.projectName ?? row.title,
+      accessorFn: (row) => (row.leadId ? 'linked' : 'direct'),
       header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Project' />
+        <DataTableColumnHeader column={column} title='Source Lead' />
       ),
-      cell: ({ row }) => <span>{row.original.projectName ?? row.original.title}</span>
+      cell: ({ row }) =>
+        row.original.leadId ? (
+          <Badge variant='outline'>{row.original.source ?? row.original.sourceLeadCode ?? 'Lead linked'}</Badge>
+        ) : (
+          <span className='text-muted-foreground text-sm'>Direct sales</span>
+        )
     },
     {
       id: 'customer',
       accessorFn: (row) => row.customerId,
       header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='ลูกค้าผู้รับใบเสนอราคา' />
+        <DataTableColumnHeader column={column} title='Customer' />
       ),
       cell: ({ row }) => <span>{row.original.customerName}</span>,
       meta: {
-        label: 'ลูกค้าผู้รับใบเสนอราคา',
+        label: 'Customer',
-        variant: 'multiSelect' as const,
+        variant: 'select' as const,
         options: referenceData.customers.map((item) => ({
           value: item.id,
-          label: item.name
+          label: `${item.name} (${item.code})`
         }))
       },
       enableColumnFilter: true
     },
     {
-      id: 'assignedSales',
+      id: 'projectName',
+      accessorFn: (row) => row.projectName ?? '',
+      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
+        <DataTableColumnHeader column={column} title='Project Name' />
+      ),
+      cell: ({ row }) => <span>{row.original.projectName ?? '-'}</span>
+    },
+    {
+      id: 'productType',
+      accessorFn: (row) => row.productType,
+      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
+        <DataTableColumnHeader column={column} title='Product Type' />
+      ),
+      cell: ({ row }) => <span>{productTypeMap.get(row.original.productType) ?? row.original.productType}</span>,
+      meta: {
+        label: 'Product Type',
+        variant: 'multiSelect' as const,
+        options: referenceData.productTypes.map((item) => ({
+          value: item.id,
+          label: item.label
+        }))
+      },
+      enableColumnFilter: true
+    },
+    {
+      id: 'assignedToName',
       accessorFn: (row) => row.assignedToName ?? '',
       header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Enquiry Owner' />
+        <DataTableColumnHeader column={column} title='Sales Owner' />
       ),
       cell: ({ row }) => <span>{row.original.assignedToName ?? '-'}</span>
     },
-    {
-      id: 'chancePercent',
-      accessorKey: 'chancePercent',
-      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Chance %' />
-      ),
-      cell: ({ row }) => (
-        <span>{row.original.chancePercent !== null ? `${row.original.chancePercent}%` : '-'}</span>
-      )
-    },
-    {
-      id: 'estimatedValue',
-      accessorKey: 'estimatedValue',
-      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Estimated Value' />
-      ),
-      cell: ({ row }) => (
-        <span>
-          {row.original.estimatedValue !== null
-            ? row.original.estimatedValue.toLocaleString()
-            : '-'}
-        </span>
-      )
-    },
-    {
-      id: 'quotationCount',
-      accessorKey: 'quotationCount',
-      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Quotation Count' />
-      ),
-      cell: ({ row }) => <span>{row.original.quotationCount}</span>
-    },
-    {
-      id: 'nextFollowupDate',
-      accessorKey: 'nextFollowupDate',
-      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
-        <DataTableColumnHeader column={column} title='Next Follow-up' />
-      ),
-      cell: ({ row }) => (
-        <span>
-          {row.original.nextFollowupDate
-            ? new Date(row.original.nextFollowupDate).toLocaleDateString()
-            : '-'}
-        </span>
-      )
-    },
     {
       id: 'status',
       accessorKey: 'status',
@@ -290,6 +231,60 @@ function getEnquiryWorkspaceColumns({
       },
       enableColumnFilter: true
     },
+    {
+      id: 'estimatedValue',
+      accessorKey: 'estimatedValue',
+      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
+        <DataTableColumnHeader column={column} title='Estimated Value' />
+      ),
+      cell: ({ row }) => (
+        <span>
+          {row.original.estimatedValue !== null ? row.original.estimatedValue.toLocaleString() : '-'}
+        </span>
+      )
+    },
+    {
+      id: 'chancePercent',
+      accessorKey: 'chancePercent',
+      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
+        <DataTableColumnHeader column={column} title='Chance %' />
+      ),
+      cell: ({ row }) => <span>{row.original.chancePercent !== null ? `${row.original.chancePercent}%` : '-'}</span>
+    },
+    {
+      id: 'expectedCloseDate',
+      accessorKey: 'expectedCloseDate',
+      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
+        <DataTableColumnHeader column={column} title='Expected Close' />
+      ),
+      cell: ({ row }) => (
+        <span>
+          {row.original.expectedCloseDate
+            ? new Date(row.original.expectedCloseDate).toLocaleDateString()
+            : '-'}
+        </span>
+      )
+    },
+    {
+      id: 'nextFollowupDate',
+      accessorKey: 'nextFollowupDate',
+      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
+        <DataTableColumnHeader column={column} title='Next Follow-up' />
+      ),
+      cell: ({ row }) => (
+        <span>
+          {row.original.nextFollowupDate ? new Date(row.original.nextFollowupDate).toLocaleDateString() : '-'}
+        </span>
+      )
+    },
+    {
+      id: 'createdAt',
+      accessorKey: 'createdAt',
+      header: ({ column }: { column: Column<EnquiryListItem, unknown> }) => (
+        <DataTableColumnHeader column={column} title='Created Date' />
+      ),
+      cell: ({ row }) => <span>{new Date(row.original.createdAt).toLocaleDateString()}</span>
+    },
     {
       id: 'actions',
       cell: ({ row }) => (
@@ -307,14 +302,6 @@ function getEnquiryWorkspaceColumns({
   ];
 }
 
-type SharedColumnsConfig = {
-  referenceData: EnquiryReferenceData;
-  canUpdate: boolean;
-  canDelete: boolean;
-  canAssign: boolean;
-  canReassign: boolean;
-};
-
 export function getEnquiryColumns({
   referenceData,
   workspace,
@@ -322,18 +309,7 @@ export function getEnquiryColumns({
   canDelete,
   canAssign,
   canReassign
-}: SharedColumnsConfig & {
+}: SharedColumnsConfig & { workspace: 'lead' | 'enquiry' }): ColumnDef<EnquiryListItem>[] {
-  workspace: 'lead' | 'enquiry';
+  const sharedConfig = { referenceData, canUpdate, canDelete, canAssign, canReassign };
-}): ColumnDef<EnquiryListItem>[] {
+  return workspace === 'lead' ? getLeadColumns(sharedConfig) : getEnquiryWorkspaceColumns(sharedConfig);
-  const sharedConfig = {
-    referenceData,
-    canUpdate,
-    canDelete,
-    canAssign,
-    canReassign
-  };
-
-  return workspace === 'lead'
-    ? getLeadColumns(sharedConfig)
-    : getEnquiryWorkspaceColumns(sharedConfig);
 }

src/features/crm/enquiries/components/enquiry-detail.tsx

@@ -7,9 +7,9 @@ import { Icons } from '@/components/icons';
 import { Badge } from '@/components/ui/badge';
 import { Button } from '@/components/ui/button';
 import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
-import { Separator } from '@/components/ui/separator';
 import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
-import type { QuotationRelationItem } from '@/features/crm/quotations/api/types';
+import type { QuotationReferenceData, QuotationRelationItem } from '@/features/crm/quotations/api/types';
+import { QuotationFormSheet } from '@/features/crm/quotations/components/quotation-form-sheet';
 import { getPipelineStageThaiLabel } from '@/features/crm/shared/terminology';
 import { enquiryByIdOptions, enquiryProjectPartiesOptions } from '../api/queries';
 import type { EnquiryRecord, EnquiryReferenceData } from '../api/types';
@@ -18,6 +18,8 @@ import { EnquiryFollowupsTab } from './enquiry-followups-tab';
 import { EnquiryFormSheet } from './enquiry-form-sheet';
 import { EnquiryOutcomeCard } from './enquiry-outcome-card';
 import { EnquiryStatusBadge } from './enquiry-status-badge';
+import { QuotationReadinessPanel } from './quotation-readiness-panel';
+import { SourceLeadCard, type SourceLeadSummary } from './source-lead-card';
 
 function FieldItem({ label, value }: { label: string; value: string | null | undefined }) {
   return (
@@ -45,11 +47,14 @@ interface EnquiryDetailProps {
   canMarkWon: boolean;
   canMarkLost: boolean;
   canReopen: boolean;
+  canCreateQuotation: boolean;
   canManageFollowups: {
     create: boolean;
     update: boolean;
     delete: boolean;
   };
+  sourceLead?: SourceLeadSummary | null;
+  quotationReferenceData?: QuotationReferenceData | null;
 }
 
 export function EnquiryDetail({
@@ -65,13 +70,18 @@ export function EnquiryDetail({
   canMarkWon,
   canMarkLost,
   canReopen,
-  canManageFollowups
+  canCreateQuotation,
+  canManageFollowups,
+  sourceLead = null,
+  quotationReferenceData = null
 }: EnquiryDetailProps) {
   const { data } = useSuspenseQuery(enquiryByIdOptions(enquiryId));
   const { data: projectPartiesData } = useSuspenseQuery(enquiryProjectPartiesOptions(enquiryId));
   const [editOpen, setEditOpen] = useState(false);
   const [assignmentOpen, setAssignmentOpen] = useState(false);
+  const [quotationOpen, setQuotationOpen] = useState(false);
   const enquiry = data.enquiry;
+
   const branchMap = useMemo(
     () => new Map(referenceData.branches.map((item) => [item.id, item.name])),
     [referenceData]
@@ -89,128 +99,98 @@ export function EnquiryDetail({
     [referenceData]
   );
   const productTypeMap = useMemo(
-    () => new Map(referenceData.productTypes.map((item) => [item.id, item])),
+    () => new Map(referenceData.productTypes.map((item) => [item.id, item.label])),
     [referenceData]
   );
   const priorityMap = useMemo(
-    () => new Map(referenceData.priorities.map((item) => [item.id, item])),
+    () => new Map(referenceData.priorities.map((item) => [item.id, item.label])),
-    [referenceData]
-  );
-  const leadChannelMap = useMemo(
-    () => new Map(referenceData.leadChannels.map((item) => [item.id, item])),
     [referenceData]
   );
+
   const customer = customerMap.get(enquiry.customerId);
   const contact = enquiry.contactId ? contactMap.get(enquiry.contactId) : null;
   const status = statusMap.get(enquiry.status);
+  const pipelineStageLabel = getPipelineStageLabel(enquiry.pipelineStage);
   const canManageAssignment = enquiry.assignedToUserId ? canReassign : canAssign;
   const assignmentMode = enquiry.assignedToUserId ? 'reassign' : 'assign';
-  const pipelineStageLabel = getPipelineStageLabel(enquiry.pipelineStage);
-  const isLeadWorkspace = workspace === 'lead';
-  const backHref = isLeadWorkspace ? '/dashboard/crm/leads' : '/dashboard/crm/enquiries';
-  const recordLabel = isLeadWorkspace ? 'ลีด' : 'โอกาสขาย';
-  const ownerLabel = isLeadWorkspace ? 'ฝ่ายขายที่รับผิดชอบ' : 'ผู้ดูแลโอกาสขาย';
-  const infoCardTitle = isLeadWorkspace ? 'ข้อมูลลีด' : 'ข้อมูลโอกาสขาย';
-  const infoCardDescription = isLeadWorkspace
-    ? 'ที่มาของลีด ข้อมูลการคัดกรอง และความพร้อมในการส่งต่อให้ฝ่ายขาย'
-    : 'ขอบเขตงาน ข้อมูลผู้รับผิดชอบ และรายละเอียดการดูแลของฝ่ายขาย';
-  const assignmentButtonLabel =
-    assignmentMode === 'assign'
-      ? isLeadWorkspace
-        ? 'ส่งต่อให้ฝ่ายขาย'
-        : 'มอบหมายผู้ดูแลโอกาสขาย'
-      : isLeadWorkspace
-        ? 'เปลี่ยนฝ่ายขายที่รับผิดชอบ'
-        : 'เปลี่ยนผู้ดูแลโอกาสขาย';
-  const projectSectionLabel = isLeadWorkspace ? 'ขอบเขตลีด' : 'ข้อมูลโครงการ';
-  const followupTabLabel = isLeadWorkspace ? 'งานติดตามลีด' : 'งานติดตาม';
-  const relatedTabLabel = isLeadWorkspace ? 'ใบเสนอราคาที่เกี่ยวข้อง' : 'ใบเสนอราคา';
-  const snapshotDescription = isLeadWorkspace
-    ? 'ข้อมูลระบบและสถานะการส่งต่อของลีดรายการนี้'
-    : 'ข้อมูลระบบและสถานะการรับผิดชอบของโอกาสขายรายการนี้';
 
   return (
     <div className='space-y-6'>
-      <div className='flex flex-col gap-4 rounded-xl border p-5 lg:flex-row lg:items-start lg:justify-between'>
+      <EnquiryFormSheet
-        <div className='space-y-3'>
+        open={editOpen}
-          <div className='flex items-center gap-2'>
+        onOpenChange={setEditOpen}
-            <Button asChild variant='ghost' size='icon'>
+        referenceData={referenceData}
-              <Link href={backHref}>
+        workspace={workspace}
-                <Icons.chevronLeft className='h-4 w-4' />
+        enquiry={enquiry}
-              </Link>
+      />
-            </Button>
+      <EnquiryAssignmentDialog
-            <span className='text-muted-foreground font-mono text-sm'>{enquiry.code}</span>
+        enquiry={enquiry}
-            <EnquiryStatusBadge code={status?.code} label={status?.label ?? 'Unknown'} />
+        referenceData={referenceData}
-            {enquiry.isHotProject ? <Badge>Hot</Badge> : null}
+        mode={assignmentMode}
-          </div>
+        open={assignmentOpen}
+        onOpenChange={setAssignmentOpen}
+      />
+      {quotationReferenceData ? (
+        <QuotationFormSheet
+          open={quotationOpen}
+          onOpenChange={setQuotationOpen}
+          referenceData={quotationReferenceData}
+        />
+      ) : null}
+
+      <div className='flex items-start justify-between gap-4'>
         <div>
-            <h2 className='text-2xl font-semibold'>{enquiry.title}</h2>
+          <div className='flex items-center gap-3'>
-            <p className='text-muted-foreground text-sm'>
+            <h2 className='text-2xl font-semibold'>{enquiry.code}</h2>
-              {pipelineStageLabel} | {customer?.name ?? 'ไม่ทราบชื่อลูกค้า'}
+            <EnquiryStatusBadge code={status?.code} label={status?.label ?? enquiry.status} />
-              {contact ? ` | ${contact.name}` : ''}
+          </div>
+          <p className='text-muted-foreground mt-2 text-sm'>
+            Opportunity detail for sales execution, follow-up continuity, and quotation readiness.
           </p>
         </div>
-        </div>
+
         <div className='flex flex-wrap gap-2'>
+          {canCreateQuotation ? (
+            <Button onClick={() => setQuotationOpen(true)}>
+              <Icons.add className='mr-2 h-4 w-4' />
+              Create Quotation
+            </Button>
+          ) : null}
+          {sourceLead ? (
+            <Button variant='outline' asChild>
+              <Link href={`/dashboard/crm/leads/${sourceLead.id}`}>Open Source Lead</Link>
+            </Button>
+          ) : null}
           {canManageAssignment ? (
             <Button variant='outline' onClick={() => setAssignmentOpen(true)}>
-              <Icons.userPen className='mr-2 h-4 w-4' />
+              {assignmentMode === 'assign' ? 'Assign Opportunity' : 'Reassign Opportunity'}
-              {assignmentButtonLabel}
             </Button>
           ) : null}
           {canUpdate ? (
             <Button variant='outline' onClick={() => setEditOpen(true)}>
-              <Icons.edit className='mr-2 h-4 w-4' />
+              Edit Opportunity
-              {`Edit ${recordLabel}`}
             </Button>
           ) : null}
         </div>
       </div>
 
-      <div className='grid gap-6 lg:grid-cols-3'>
+      <div className='grid gap-6 xl:grid-cols-3'>
-        <div className='space-y-6 lg:col-span-2'>
+        <div className='space-y-6 xl:col-span-2'>
-          <Card>
-            <CardContent className='pt-6'>
-              <Tabs defaultValue='overview' className='gap-4'>
-                <TabsList>
-                  <TabsTrigger value='overview'>ภาพรวม</TabsTrigger>
-                  <TabsTrigger value='followups'>{followupTabLabel}</TabsTrigger>
-                  <TabsTrigger value='activity'>กิจกรรม</TabsTrigger>
-                  {canViewRelatedQuotations ? (
-                    <TabsTrigger value='related'>{relatedTabLabel}</TabsTrigger>
-                  ) : null}
-                </TabsList>
-                <TabsContent value='overview'>
           <Card>
             <CardHeader>
-                      <CardTitle>{infoCardTitle}</CardTitle>
+              <CardTitle>Opportunity Summary</CardTitle>
-                      <CardDescription>{infoCardDescription}</CardDescription>
+              <CardDescription>Core sales execution snapshot for this opportunity.</CardDescription>
             </CardHeader>
-                    <CardContent className='grid gap-4 md:grid-cols-2 xl:grid-cols-4'>
+            <CardContent className='grid gap-4 md:grid-cols-2 xl:grid-cols-3'>
+              <FieldItem label='Customer' value={customer?.name} />
+              <FieldItem label='Contact' value={contact?.name} />
+              <FieldItem label='Project Name' value={enquiry.projectName} />
+              <FieldItem label='Project Location' value={enquiry.projectLocation} />
+              <FieldItem label='Pipeline Stage' value={pipelineStageLabel} />
+              <FieldItem label='Sales Owner' value={enquiry.assignedToName} />
+              <FieldItem label='Status' value={status?.label ?? enquiry.status} />
               <FieldItem
-                        label={isLeadWorkspace ? 'ลูกค้า' : 'ลูกค้าผู้รับใบเสนอราคา'}
+                label='Expected Close Date'
-                        value={customer?.name}
-                      />
-                      <FieldItem label='ผู้ติดต่อ' value={contact?.name} />
-                      <FieldItem
-                        label='สาขา'
-                        value={enquiry.branchId ? branchMap.get(enquiry.branchId) : null}
-                      />
-                      <FieldItem label='ใช้งานอยู่' value={enquiry.isActive ? 'ใช่' : 'ไม่ใช่'} />
-                      <FieldItem
-                        label='ประเภทสินค้า'
-                        value={productTypeMap.get(enquiry.productType)?.label}
-                      />
-                      <FieldItem
-                        label='ความสำคัญ'
-                        value={priorityMap.get(enquiry.priority)?.label}
-                      />
-                      <FieldItem
-                        label='ที่มาของลีด'
-                        value={leadChannelMap.get(enquiry.leadChannel ?? '')?.label}
-                      />
-                      <FieldItem
-                        label='วันที่คาดว่าจะปิดการขาย'
                 value={
                   enquiry.expectedCloseDate
                     ? new Date(enquiry.expectedCloseDate).toLocaleDateString()
@@ -218,76 +198,70 @@ export function EnquiryDetail({
                 }
               />
               <FieldItem
-                        label='มูลค่าประมาณการ'
+                label='Estimated Value'
-                        value={
+                value={enquiry.estimatedValue !== null ? enquiry.estimatedValue.toLocaleString() : null}
-                          enquiry.estimatedValue !== null
-                            ? enquiry.estimatedValue.toLocaleString()
-                            : null
-                        }
               />
-                      <FieldItem
+            </CardContent>
-                        label='โอกาสปิดการขาย %'
+          </Card>
-                        value={enquiry.chancePercent !== null ? `${enquiry.chancePercent}%` : null}
+
-                      />
+          <SourceLeadCard sourceLead={sourceLead} />
-                      <FieldItem label='คู่แข่ง' value={enquiry.competitor} />
+
-                      <FieldItem label='ที่มา' value={enquiry.source} />
+          <Card>
-                      <FieldItem label='ขั้นตอนใน Pipeline' value={pipelineStageLabel} />
+            <CardHeader>
-                      <FieldItem label={ownerLabel} value={enquiry.assignedToName} />
+              <CardTitle>Customer / Contact</CardTitle>
-                      <FieldItem
+            </CardHeader>
-                        label='มอบหมายเมื่อ'
+            <CardContent className='grid gap-4 md:grid-cols-2'>
-                        value={
+              <FieldItem label='Customer Code' value={customer?.code} />
-                          enquiry.assignedAt ? new Date(enquiry.assignedAt).toLocaleString() : null
+              <FieldItem label='Customer Owner' value={customer?.ownerName} />
-                        }
+              <FieldItem label='Contact Name' value={contact?.name} />
-                      />
+              <FieldItem label='Contact Email' value={contact?.email} />
-                      <FieldItem label='มอบหมายโดย' value={enquiry.assignedByName} />
+              <FieldItem label='Contact Mobile' value={contact?.mobile} />
-                      <FieldItem label='หมายเหตุการมอบหมาย' value={enquiry.assignmentRemark} />
+              <FieldItem label='Branch' value={enquiry.branchId ? branchMap.get(enquiry.branchId) : null} />
-                      <div className='md:col-span-2 xl:col-span-4'>
+            </CardContent>
-                        <div className='space-y-3'>
+          </Card>
-                          <div className='text-muted-foreground text-xs'>
+
-                            {isLeadWorkspace ? 'ผู้เกี่ยวข้องของลีด' : 'ผู้เกี่ยวข้องในโครงการ'}
+          <Card>
-                          </div>
+            <CardHeader>
-                          {!projectPartiesData.items.length ? (
+              <CardTitle>Requirement</CardTitle>
-                            <div className='text-muted-foreground rounded-lg border border-dashed p-4 text-sm'>
+            </CardHeader>
-                              {isLeadWorkspace
+            <CardContent className='space-y-4'>
-                                ? 'ยังไม่มีผู้เกี่ยวข้องของลีด'
+              <FieldItem label='Title' value={enquiry.title} />
-                                : 'ยังไม่มีผู้เกี่ยวข้องในโครงการ'}
+              <FieldItem label='Description' value={enquiry.description} />
-                            </div>
+              <FieldItem label='Requirement' value={enquiry.requirement} />
-                          ) : (
+              <div className='grid gap-4 md:grid-cols-2'>
-                            <div className='space-y-3'>
+                <FieldItem label='Source' value={enquiry.source} />
-                              {projectPartiesData.items.map((item) => (
+                <FieldItem label='Assignment Remark' value={enquiry.assignmentRemark} />
-                                <div key={item.id} className='rounded-lg border p-4 text-sm'>
-                                  <div className='font-medium'>{item.customerName}</div>
-                                  <div className='text-muted-foreground'>
-                                    บทบาท: {item.roleLabel ?? item.roleCode}
-                                  </div>
-                                  {item.remark ? <div className='mt-1'>{item.remark}</div> : null}
-                                </div>
-                              ))}
-                            </div>
-                          )}
-                        </div>
-                      </div>
-                      <div className='md:col-span-2 xl:col-span-4'>
-                        <FieldItem
-                          label={projectSectionLabel}
-                          value={
-                            [enquiry.projectName, enquiry.projectLocation].filter(Boolean).join(' | ') ||
-                            null
-                          }
-                        />
-                      </div>
-                      <div className='md:col-span-2 xl:col-span-4'>
-                        <FieldItem label='รายละเอียด' value={enquiry.description} />
-                      </div>
-                      <div className='md:col-span-2 xl:col-span-4'>
-                        <FieldItem label='ความต้องการ' value={enquiry.requirement} />
-                      </div>
-                      <div className='md:col-span-2 xl:col-span-4'>
-                        <FieldItem label='หมายเหตุ' value={enquiry.notes} />
               </div>
             </CardContent>
           </Card>
-                </TabsContent>
+
+          <Card>
+            <CardHeader>
+              <CardTitle>Sales Qualification</CardTitle>
+            </CardHeader>
+            <CardContent className='grid gap-4 md:grid-cols-2 xl:grid-cols-3'>
+              <FieldItem label='Product Type' value={productTypeMap.get(enquiry.productType) ?? enquiry.productType} />
+              <FieldItem label='Priority' value={priorityMap.get(enquiry.priority) ?? enquiry.priority} />
+              <FieldItem
+                label='Chance %'
+                value={enquiry.chancePercent !== null ? `${enquiry.chancePercent}%` : null}
+              />
+              <FieldItem label='Competitor' value={enquiry.competitor} />
+              <FieldItem
+                label='Assigned At'
+                value={enquiry.assignedAt ? new Date(enquiry.assignedAt).toLocaleString() : null}
+              />
+              <FieldItem label='Assigned By' value={enquiry.assignedByName} />
+            </CardContent>
+          </Card>
+
+          <Tabs defaultValue='followups' className='space-y-4'>
+            <TabsList>
+              <TabsTrigger value='followups'>Follow-up Timeline</TabsTrigger>
+              <TabsTrigger value='quotations'>Linked Quotations</TabsTrigger>
+              <TabsTrigger value='activity'>Activity</TabsTrigger>
+            </TabsList>
+
             <TabsContent value='followups'>
               <EnquiryFollowupsTab
                 enquiryId={enquiryId}
@@ -298,91 +272,65 @@ export function EnquiryDetail({
                 canDelete={canManageFollowups.delete}
               />
             </TabsContent>
-                <TabsContent value='activity'>
+
+            <TabsContent value='quotations'>
               <Card>
                 <CardHeader>
-                      <CardTitle>{isLeadWorkspace ? 'กิจกรรมของลีด' : 'กิจกรรม'}</CardTitle>
+                  <CardTitle>Linked Quotations</CardTitle>
-                      <CardDescription>ประวัติการเปลี่ยนแปลงของรายการนี้และงานติดตามที่เกี่ยวข้อง</CardDescription>
                 </CardHeader>
-                    <CardContent className='space-y-4'>
+                <CardContent className='space-y-3'>
-                      {!data.activity.length ? (
+                  {!canViewRelatedQuotations ? (
-                        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center text-sm'>
+                    <div className='text-muted-foreground text-sm'>Quotation access is restricted.</div>
-                          ยังไม่มีกิจกรรม
+                  ) : relatedQuotations.length === 0 ? (
-                        </div>
+                    <div className='text-muted-foreground text-sm'>No quotations created yet.</div>
                   ) : (
-                        data.activity.map((item, index) => (
+                    relatedQuotations.map((quotation) => (
-                          <div key={item.id} className='space-y-4'>
+                      <div key={quotation.id} className='border-border rounded-md border p-3'>
-                            <div className='flex items-start gap-3'>
+                        <div className='flex items-center justify-between gap-3'>
-                              <div className='bg-primary mt-2 h-2 w-2 rounded-full' />
+                          <Link
-                              <div className='space-y-1'>
+                            href={`/dashboard/crm/quotations/${quotation.id}`}
-                                <div className='flex items-center gap-2'>
+                            className='font-medium hover:underline'
-                                  <Badge variant='outline' className='capitalize'>
+                          >
-                                    {item.action}
+                            {quotation.code}
-                                  </Badge>
+                          </Link>
-                                  <Badge variant='secondary'>
+                          <Badge variant='outline'>{quotation.status}</Badge>
-                                    {item.entityType.replaceAll('_', ' ')}
-                                  </Badge>
-                                  <span className='text-sm font-medium'>
-                                    {item.actorName ?? item.userId}
-                                  </span>
                         </div>
-                                <div className='text-muted-foreground text-xs'>
+                        <div className='mt-1 text-sm'>{quotation.quotationType}</div>
-                                  {new Date(item.createdAt).toLocaleString()}
-                                </div>
-                              </div>
-                            </div>
-                            {index < data.activity.length - 1 ? <Separator /> : null}
                       </div>
                     ))
                   )}
                 </CardContent>
               </Card>
             </TabsContent>
-                {canViewRelatedQuotations ? (
+
-                  <TabsContent value='related'>
+            <TabsContent value='activity'>
               <Card>
                 <CardHeader>
-                        <CardTitle>{relatedTabLabel}</CardTitle>
+                  <CardTitle>Activity</CardTitle>
-                        <CardDescription>
-                          ใบเสนอราคาที่เชื่อมกับรายการนี้แล้ว
-                        </CardDescription>
                 </CardHeader>
-                      <CardContent>
+                <CardContent className='space-y-3'>
-                        {!relatedQuotations.length ? (
+                  {data.activity.length === 0 ? (
-                          <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center text-sm'>
+                    <div className='text-muted-foreground text-sm'>No activity yet.</div>
-                            ยังไม่มีใบเสนอราคาที่เชื่อมกับรายการนี้
-                          </div>
                   ) : (
-                          <div className='space-y-3'>
+                    data.activity.map((activity) => (
-                            {relatedQuotations.map((quotation) => (
+                      <div key={activity.id} className='border-border rounded-md border p-3'>
-                              <Link
+                        <div className='font-medium'>{activity.action}</div>
-                                key={quotation.id}
+                        <div className='text-muted-foreground mt-1 text-xs'>
-                                href={`/dashboard/crm/quotations/${quotation.id}`}
+                          {activity.actorName ?? activity.userId} -{' '}
-                                className='block rounded-lg border p-4 transition-colors hover:bg-muted/40'
+                          {new Date(activity.createdAt).toLocaleString()}
-                              >
-                                <div className='flex items-center justify-between gap-3'>
-                                  <div className='space-y-1'>
-                                    <div className='font-medium'>{quotation.code}</div>
-                                    <div className='text-muted-foreground text-sm'>
-                                      {quotation.totalAmount.toLocaleString()}
                         </div>
                       </div>
-                                  <Icons.arrowRight className='text-muted-foreground h-4 w-4' />
+                    ))
-                                </div>
-                              </Link>
-                            ))}
-                          </div>
                   )}
                 </CardContent>
               </Card>
             </TabsContent>
-                ) : null}
           </Tabs>
-            </CardContent>
-          </Card>
         </div>
 
         <div className='space-y-6'>
+          <QuotationReadinessPanel enquiry={enquiry} />
+
           <EnquiryOutcomeCard
             enquiryId={enquiryId}
             referenceData={referenceData}
@@ -391,42 +339,22 @@ export function EnquiryDetail({
             canMarkLost={canMarkLost}
             canReopen={canReopen}
           />
+
           <Card>
             <CardHeader>
-              <CardTitle>ข้อมูลระบบ</CardTitle>
+              <CardTitle>Quotation Context</CardTitle>
-              <CardDescription>{snapshotDescription}</CardDescription>
             </CardHeader>
-            <CardContent className='space-y-4'>
+            <CardContent className='space-y-3'>
-              <FieldItem label='ขั้นตอนใน Pipeline' value={pipelineStageLabel} />
+              <FieldItem label='Related Quotations' value={String(relatedQuotations.length)} />
-              <FieldItem label={ownerLabel} value={enquiry.assignedToName} />
-              <FieldItem label='มอบหมายโดย' value={enquiry.assignedByName} />
-              <FieldItem label='สร้างโดย' value={enquiry.createdBy} />
-              <FieldItem label='อัปเดตโดย' value={enquiry.updatedBy} />
               <FieldItem
-                label='มอบหมายเมื่อ'
+                label='Project Parties'
-                value={enquiry.assignedAt ? new Date(enquiry.assignedAt).toLocaleString() : null}
+                value={String(projectPartiesData.items.length)}
               />
-              <FieldItem label='สร้างเมื่อ' value={new Date(enquiry.createdAt).toLocaleString()} />
+              <FieldItem label='Record Type' value={workspace === 'enquiry' ? 'Opportunity' : 'Lead'} />
-              <FieldItem label='อัปเดตเมื่อ' value={new Date(enquiry.updatedAt).toLocaleString()} />
             </CardContent>
           </Card>
         </div>
       </div>
-
-      <EnquiryAssignmentDialog
-        enquiry={enquiry}
-        referenceData={referenceData}
-        mode={assignmentMode}
-        open={assignmentOpen}
-        onOpenChange={setAssignmentOpen}
-      />
-      <EnquiryFormSheet
-        enquiry={enquiry}
-        open={editOpen}
-        onOpenChange={setEditOpen}
-        referenceData={referenceData}
-        workspace={workspace}
-      />
     </div>
   );
 }

src/features/crm/enquiries/components/enquiry-listing.tsx

@@ -29,6 +29,7 @@ export default function EnquiryListing({
   const branch = searchParamsCache.get('branch');
   const customer = searchParamsCache.get('customer');
   const sort = searchParamsCache.get('sort');
+
   const filters = {
     page,
     limit,
@@ -41,8 +42,8 @@ export default function EnquiryListing({
     ...(customer && { customer }),
     ...(sort && { sort })
   };
-  const queryClient = getQueryClient();
 
+  const queryClient = getQueryClient();
   void queryClient.prefetchQuery(enquiriesQueryOptions(filters));
 
   return (

src/features/crm/enquiries/components/quotation-readiness-panel.tsx

@@ -0,0 +1,46 @@
+'use client';
+
+import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
+import type { EnquiryRecord } from '../api/types';
+
+type ReadinessItem = {
+  label: string;
+  ready: boolean;
+};
+
+export function QuotationReadinessPanel({ enquiry }: { enquiry: EnquiryRecord }) {
+  const checks: ReadinessItem[] = [
+    { label: 'Customer selected', ready: Boolean(enquiry.customerId) },
+    { label: 'Contact selected', ready: Boolean(enquiry.contactId) },
+    { label: 'Project name present', ready: Boolean(enquiry.projectName?.trim()) },
+    { label: 'Product type present', ready: Boolean(enquiry.productType) },
+    { label: 'Requirement present', ready: Boolean(enquiry.requirement?.trim()) },
+    { label: 'Estimated value present', ready: enquiry.estimatedValue !== null }
+  ];
+
+  const readyCount = checks.filter((item) => item.ready).length;
+  const isReady = readyCount === checks.length;
+
+  return (
+    <Card>
+      <CardHeader>
+        <CardTitle>Quotation Readiness</CardTitle>
+      </CardHeader>
+      <CardContent className='space-y-4'>
+        <div className='text-sm font-medium'>
+          {isReady ? 'Ready to create quotation' : 'Missing required information'}
+        </div>
+        <div className='space-y-2'>
+          {checks.map((item) => (
+            <div key={item.label} className='flex items-center justify-between gap-3 text-sm'>
+              <span>{item.label}</span>
+              <span className={item.ready ? 'text-green-600' : 'text-muted-foreground'}>
+                {item.ready ? 'Ready' : 'Missing'}
+              </span>
+            </div>
+          ))}
+        </div>
+      </CardContent>
+    </Card>
+  );
+}

src/features/crm/enquiries/components/source-lead-card.tsx

@@ -0,0 +1,46 @@
+'use client';
+
+import Link from 'next/link';
+import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
+
+export type SourceLeadSummary = {
+  id: string;
+  code: string;
+  projectName: string | null;
+  status: string | null;
+  awareness: string | null;
+};
+
+function FieldItem({ label, value }: { label: string; value: string | null | undefined }) {
+  return (
+    <div className='space-y-1'>
+      <div className='text-muted-foreground text-xs'>{label}</div>
+      <div className='text-sm'>{value || '-'}</div>
+    </div>
+  );
+}
+
+export function SourceLeadCard({ sourceLead }: { sourceLead: SourceLeadSummary | null }) {
+  if (!sourceLead) {
+    return null;
+  }
+
+  return (
+    <Card>
+      <CardHeader>
+        <CardTitle>Source Lead</CardTitle>
+      </CardHeader>
+      <CardContent className='grid gap-4 md:grid-cols-2'>
+        <FieldItem label='Lead Code' value={sourceLead.code} />
+        <FieldItem label='Project Name' value={sourceLead.projectName} />
+        <FieldItem label='Lead Status' value={sourceLead.status} />
+        <FieldItem label='Awareness' value={sourceLead.awareness} />
+        <div className='md:col-span-2'>
+          <Link href={`/dashboard/crm/leads/${sourceLead.id}`} className='text-sm font-medium hover:underline'>
+            Open Source Lead
+          </Link>
+        </div>
+      </CardContent>
+    </Card>
+  );
+}