Files
alla-allaos-fullstack/docs/implementation/task-ux1-thai-crm-terminology-standardization.md
phaichayon 721653f692 thai-uxui
2026-06-19 11:11:17 +07:00

2.2 KiB

Task UX.1: Thai CRM Terminology Standardization

Files Added

  • docs/business/crm-terminology.md
  • docs/implementation/task-ux1-thai-crm-terminology-standardization.md
  • src/features/crm/shared/terminology.ts

Files Modified

  • src/config/nav-config.ts
  • src/features/crm/shared/project-party.ts
  • src/app/dashboard/crm/page.tsx
  • src/app/dashboard/crm/customers/page.tsx
  • src/app/dashboard/crm/leads/page.tsx
  • src/app/dashboard/crm/leads/[id]/page.tsx
  • src/app/dashboard/crm/enquiries/page.tsx
  • src/app/dashboard/crm/enquiries/[id]/page.tsx
  • src/app/dashboard/crm/quotations/page.tsx
  • src/app/dashboard/crm/approvals/page.tsx
  • src/app/dashboard/crm/approvals/[id]/page.tsx
  • src/features/crm/dashboard/components/*
  • src/app/api/crm/dashboard/export/route.ts
  • src/features/crm/components/project-parties-editor.tsx
  • src/features/crm/customers/components/*
  • src/features/crm/enquiries/components/*
  • src/features/crm/quotations/components/quotation-columns.tsx
  • src/features/crm/quotations/components/quotation-document-preview.tsx
  • src/features/foundation/approval/components/*

Terminology Registry

  • Added docs/business/crm-terminology.md as the frozen source of truth for CRM UI business terms.

Menu Changes

  • Standardized CRM side menu labels to Thai business terminology while keeping CRM and Dashboard in English.

Dashboard Changes

  • Updated KPI cards, funnel labels, follow-up labels, approval analytics labels, revenue tables, and export labels to the frozen Thai terms.

Form Changes

  • Updated business-facing customer, contact, lead, and enquiry form labels and CTA copy without renaming any data fields.

PDF Changes

  • Updated quotation preview labels to Thai business terminology without changing template mapping keys.

Report Changes

  • Updated CRM dashboard export headers and section labels to Thai business terminology while keeping internal query/filter codes unchanged.

Remaining Risks

  • Some technical or admin-facing screens still intentionally remain English because they are out of scope for this task.
  • Master option values seeded in the database may still be English in storage, so this task relies on UI copy and display-layer terminology rather than persistence changes.