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

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# 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.