110 lines
4.2 KiB
Markdown
110 lines
4.2 KiB
Markdown
# Task D.3: Lead / Enquiry Ownership Refinement
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## 1. Files Added
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- `drizzle/0012_odd_fat_cobra.sql`
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- `docs/adr/0011-lead-enquiry-ownership-model.md`
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- `docs/implementation/task-d3-lead-enquiry-ownership-refinement.md`
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## 2. Files Modified
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- `src/db/schema.ts`
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- `src/lib/auth/rbac.ts`
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- `src/features/users/components/user-form-sheet.tsx`
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- `src/features/crm/enquiries/api/types.ts`
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- `src/features/crm/enquiries/server/service.ts`
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- `src/features/crm/quotations/server/service.ts`
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- `src/app/api/crm/enquiries/route.ts`
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- `src/app/api/crm/enquiries/[id]/route.ts`
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- `src/app/api/crm/enquiries/[id]/assign/route.ts`
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- `src/app/api/crm/enquiries/[id]/reassign/route.ts`
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- `src/app/api/crm/enquiries/[id]/customers/route.ts`
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- `src/app/api/crm/enquiries/[id]/followups/route.ts`
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- `src/app/api/crm/enquiries/[id]/followups/[followupId]/route.ts`
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- `src/app/api/crm/dashboard/route.ts`
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- `src/app/api/crm/dashboard/export/route.ts`
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- `src/app/dashboard/crm/enquiries/page.tsx`
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- `src/app/dashboard/crm/enquiries/[id]/page.tsx`
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- `src/config/nav-config.ts`
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- `src/features/crm/enquiries/components/enquiry-form-sheet.tsx`
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- `src/features/crm/enquiries/components/enquiry-assignment-dialog.tsx`
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- `src/features/crm/enquiries/components/enquiry-columns.tsx`
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- `src/features/crm/enquiries/components/enquiry-detail.tsx`
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- `src/features/crm/enquiries/components/enquiry-cell-action.tsx`
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- `src/features/crm/dashboard/api/types.ts`
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- `src/features/crm/dashboard/server/service.ts`
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- `src/features/crm/dashboard/components/crm-dashboard.tsx`
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- `src/features/crm/dashboard/components/dashboard-summary-cards.tsx`
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- `src/features/crm/dashboard/components/dashboard-funnel.tsx`
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- `src/features/crm/dashboard/components/dashboard-sales-ranking.tsx`
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- `src/features/crm/dashboard/components/dashboard-followups.tsx`
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- `src/features/crm/dashboard/components/dashboard-hot-projects.tsx`
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## 3. Pipeline Changes
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- Added `crm_enquiries.pipeline_stage`
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- Allowed values:
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- `lead`
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- `enquiry`
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- `closed_won`
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- `closed_lost`
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- Backfilled legacy enquiry rows:
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- assigned rows -> `enquiry`
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- unassigned rows -> `lead`
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- closed-lost/cancelled status rows -> `closed_lost`
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- Assign flow now converts `lead -> enquiry`
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- Quotation accepted/lost/rejected outcomes can synchronize linked enquiry lifecycle to won/lost stages
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## 4. Ownership Changes
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- Added business role `marketing`
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- Marketing-created records default to `lead`
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- Sales-created records default to `enquiry`
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- `sales` and `sales_support` now use server-enforced own-or-assigned enquiry visibility
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- managers, admins, and marketing retain broader monitoring visibility
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## 5. Visibility Rules Added
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- Marketing can read CRM lead/enquiry monitoring surfaces
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- Marketing cannot see quotation pricing or approval analytics
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- Enquiry detail hides related quotation links when the user lacks quotation read access
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- CRM dashboard hides quotation, revenue, hot-enquiry, sales-ranking, and approval sections when the user lacks those permissions
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## 6. KPI Changes
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- Dashboard summary now uses `pipelineStage` for:
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- lead count
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- enquiry count
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- won count
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- lost count
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- User-facing KPI language changed from `Opportunity` to `Enquiry`
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- Funnel wording now follows lead -> enquiry -> quotation flow
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- Follow-up and ownership labels now use `Enquiry Owner`
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## 7. ADR Added
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- Added `docs/adr/0011-lead-enquiry-ownership-model.md`
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- This freezes:
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- lead ownership
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- enquiry ownership
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- assignment conversion behavior
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- marketing visibility restriction boundaries
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- won/lost lifecycle naming
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## 8. Migration Notes
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- Apply `drizzle/0012_odd_fat_cobra.sql`
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- Existing `crm_enquiries` rows are backfilled in-place; no new lead table is introduced
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- Existing forms and APIs remain shared across lead and enquiry flows
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- Existing quotation routes remain intact; only linked enquiry lifecycle sync was added
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## 9. Remaining Risks
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- `closed_won` still has no dedicated timestamp field; lifecycle timing remains coarse
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- dashboard/export visibility now follows permission boundaries, but any future custom report endpoints must preserve the same commercial-data guardrails
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- quotation-to-enquiry lifecycle sync currently depends on quotation status transitions and does not yet model reopen scenarios explicitly
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## Verification
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- `npx tsc --noEmit`
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