ERP HRM · WORD DOCUMENT VIEW · V1.0c

عرض الـUser Stories بنفس ملف الـWord

طريقة عرض إضافية لا تستبدل التحليل الحالي: اختر الإدارة ثم الـEpic، وستظهر كل القصص تحته بنفس ترتيب الصفوف وألوان المصدر.

العودة للتحليل الفني

171 Story معتمدة في V1.0c2 إضافة نظام خارج الملف1 · 3 · 5 Epics مذكورة في سجل تحديث V1.0c

الإدارةEpic / Module

EPIC DOCUMENT · كل القصص في صفحة واحدة

Customer Ranking

0 من المصدر المعتمد

User StoryDescriptionAcceptance CriteriaField ValidationJourneyScenarios

SAME DOCUMENT LAYOUT

As a CRM Admin, I want to create a customer ranking, so that customers can be classified consistently.

Customer Ranking

CustomerRankings-Create-014Canonical SRS Graph

As a CRM Admin, I want to create a customer ranking, so that customers can be classified consistently.

User Story

As a CRM Admin, I want to create a customer ranking, so that customers can be classified consistently.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to create a customer ranking, so that customers can be classified consistently.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to create a customer ranking, so that customers can be classified consistently.

Acceptance Criteria

Route: POST /customers/rankinges/store. Permission: store_CustomerStatus.
Also available via Add Ranking in Options dropdown on customers list (modal).
name_en and name_ar required.
Create — field dictionary

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Customer	Reference	Yes	Active, not blocked and in user scope
Account Owner	User Reference	Yes	Active user with segment and territory access
Expected Value	Decimal(18,4)	No	Non-negative, currency-bound and discount compliant
Expected Close Date	Date	No	Must not be in the past for an open opportunity

Dropdown / Select Options (DDL)

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User Journey

ينفذ CRM Admin سيناريو Create Customer Ranking ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Route: POST /customers/rankinges/store. Permission: store_CustomerStatus.
ERP_SRS acceptance test: Also available via Add Ranking in Options dropdown on customers list (modal).
ERP_SRS acceptance test: name_en and name_ar required.
ERP_SRS acceptance test: Create — field dictionary

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Admin, I want to delete a customer ranking, so that obsolete statuses can be removed.

Customer Ranking

CustomerRankings-Delete-016Canonical SRS Graph

As a CRM Admin, I want to delete a customer ranking, so that obsolete statuses can be removed.

User Story

As a CRM Admin, I want to delete a customer ranking, so that obsolete statuses can be removed.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to delete a customer ranking, so that obsolete statuses can be removed.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to delete a customer ranking, so that obsolete statuses can be removed.

Acceptance Criteria

Soft delete on CustomerStatus model.
Hide Delete action and prevent delete, if it related by customers

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Customer	Reference	Yes	Active, not blocked and in user scope
Account Owner	User Reference	Yes	Active user with segment and territory access
Expected Value	Decimal(18,4)	No	Non-negative, currency-bound and discount compliant
Expected Close Date	Date	No	Must not be in the past for an open opportunity

Dropdown / Select Options (DDL)

—

User Journey

ينفذ CRM Admin سيناريو Delete Customer Ranking ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Soft delete on CustomerStatus model.
ERP_SRS acceptance test: Hide Delete action and prevent delete, if it related by customers

Alternative Path

—

Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Admin, I want to view customer rankings/statuses, so that I can manage classification labels used on customer records.

Customer Ranking

CustomerRankings-List-013Canonical SRS Graph

As a CRM Admin, I want to view customer rankings/statuses, so that I can manage classification labels used on customer records.

User Story

As a CRM Admin, I want to view customer rankings/statuses, so that I can manage classification labels used on customer records.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to view customer rankings/statuses, so that I can manage classification labels used on customer records.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to view customer rankings/statuses, so that I can manage classification labels used on customer records.

Acceptance Criteria

Paginated list with name_en, name_ar columns.
Breadcrumb: Home → Customers → Rankings.
Add button opens create ranking modal.

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Customer	Reference	Yes	Active, not blocked and in user scope
Account Owner	User Reference	Yes	Active user with segment and territory access
Expected Value	Decimal(18,4)	No	Non-negative, currency-bound and discount compliant
Expected Close Date	Date	No	Must not be in the past for an open opportunity

Dropdown / Select Options (DDL)

—

User Journey

ينفذ CRM Admin سيناريو View Customer Rankings ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Paginated list with name_en, name_ar columns.
ERP_SRS acceptance test: Breadcrumb: Home → Customers → Rankings.
ERP_SRS acceptance test: Add button opens create ranking modal.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Admin, I want to edit a customer ranking, so that classification labels can be corrected.

Customer Ranking

CustomerRankings-Update-015Canonical SRS Graph

As a CRM Admin, I want to edit a customer ranking, so that classification labels can be corrected.

User Story

As a CRM Admin, I want to edit a customer ranking, so that classification labels can be corrected.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to edit a customer ranking, so that classification labels can be corrected.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to edit a customer ranking, so that classification labels can be corrected.

Acceptance Criteria

Modal pre-filled from row data. name_en and name_ar required.
Edit — field dictionary

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Customer	Reference	Yes	Active, not blocked and in user scope
Account Owner	User Reference	Yes	Active user with segment and territory access
Expected Value	Decimal(18,4)	No	Non-negative, currency-bound and discount compliant
Expected Close Date	Date	No	Must not be in the past for an open opportunity

Dropdown / Select Options (DDL)

—

User Journey

ينفذ CRM Admin سيناريو Edit Customer Ranking ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Modal pre-filled from row data. name_en and name_ar required.
ERP_SRS acceptance test: Edit — field dictionary

Alternative Path

—

Edge Cases

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QPENTASCOPE

جاري تجهيز مساحة العمل

بنحمّل الواجهة والبيانات المطلوبة فقط.

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Customer

Reference

Yes

Active, not blocked and in user scope

Account Owner

User Reference

Yes

Active user with segment and territory access

Expected Value

Decimal(18,4)

Non-negative, currency-bound and discount compliant

Expected Close Date

Date

Must not be in the past for an open opportunity

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Customer

Reference

Yes

Active, not blocked and in user scope

Account Owner

User Reference

Yes

Active user with segment and territory access

Expected Value

Decimal(18,4)

Non-negative, currency-bound and discount compliant

Expected Close Date

Date

Must not be in the past for an open opportunity

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Customer

Reference

Yes

Active, not blocked and in user scope

Account Owner

User Reference

Yes

Active user with segment and territory access

Expected Value

Decimal(18,4)

Non-negative, currency-bound and discount compliant

Expected Close Date

Date

Must not be in the past for an open opportunity

Record ID

UUID / String

Unique and immutable after creation

Company

Reference

Yes

Required and must match the user scope

Branch

Reference

Must be active and permitted for the user

Status

Enum

Allowed enum only; transitions require permission

Created By

User Reference

Server-generated; client value is rejected

Created At

UTC DateTime

Stored in UTC and displayed in user timezone

Correlation ID

String

Unique per run and propagated across steps

Customer

Reference

Yes

Active, not blocked and in user scope

Account Owner

User Reference

Yes

Active user with segment and territory access

Expected Value

Decimal(18,4)

Non-negative, currency-bound and discount compliant

Expected Close Date

Date

Must not be in the past for an open opportunity