alla-allaos-fullstack/docs/implementation/task-d31-leads-enquiries-navigation-separation.md

Task D3.1: Leads / Enquiries Navigation Separation

Files Added

• src/app/dashboard/crm/leads/page.tsx
• src/app/dashboard/crm/leads/[id]/page.tsx
• docs/implementation/task-d31-leads-enquiries-navigation-separation.md

Files Modified

• src/config/nav-config.ts
• src/lib/auth/rbac.ts
• src/app/dashboard/crm/enquiries/page.tsx
• src/app/dashboard/crm/enquiries/[id]/page.tsx
• src/app/api/crm/enquiries/route.ts
• src/features/crm/dashboard/components/dashboard-summary-cards.tsx
• src/features/crm/enquiries/api/types.ts
• src/features/crm/enquiries/api/service.ts
• src/features/crm/enquiries/api/mutations.ts
• src/features/crm/enquiries/components/enquiry-listing.tsx
• src/features/crm/enquiries/components/enquiries-table.tsx
• src/features/crm/enquiries/components/enquiry-columns.tsx
• src/features/crm/enquiries/components/enquiry-cell-action.tsx
• src/features/crm/enquiries/components/enquiry-form-sheet.tsx
• src/features/crm/enquiries/components/enquiry-detail.tsx
• src/features/crm/enquiries/server/service.ts
• docs/adr/0011-lead-enquiry-ownership-model.md

Navigation Changes

• Split the combined CRM workspace into Leads and Enquiries.
• Kept a single shared feature module by reusing src/features/crm/enquiries/**.

Route Changes

• Added /dashboard/crm/leads
• Added /dashboard/crm/leads/[id]
• Reused the same list/detail backend and scoped each page with pipelineStage
• Redirected lead detail to enquiry detail when the record has already moved past the lead stage

Permission Changes

• Added:
  • crm.lead.read
  • crm.lead.create
  • crm.lead.update
  • crm.lead.assign
  • crm.lead.delete
• Mapped marketing to lead-centric permissions
• Kept sales on enquiry-centric permissions
• Gave manager roles both lead and enquiry capabilities

Query Invalidation Added

• CRM enquiry mutations now invalidate lead/enquiry list queries, detail queries, follow-up queries, and CRM dashboard KPI queries.
• Assigned leads now disappear from the Leads workspace and appear in the Enquiries workspace without manual refresh.

Dashboard Changes

• Lead KPI card links to /dashboard/crm/leads
• Enquiry KPI card links to /dashboard/crm/enquiries
• List filtering now accepts pipelineStage for workspace drill-down

ADR Updates

• Added a Navigation Separation section to ADR 0011
• Clarified that lead/enquiry are UX workspaces, not separate persisted entities

Remaining Risks

• Shared route handlers still live under the enquiry API namespace by design, so the lead workspace depends on the shared crm_enquiries backend contract.
• Manager permission breadth may need later refinement if department_manager and top_manager should diverge.