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

Customers

0 من المصدر المعتمد

User StoryDescriptionAcceptance CriteriaField ValidationJourneyScenarios

SAME DOCUMENT LAYOUT

As a Finance User, I want to bulk-add selected customers to the chart of accounts, so that multiple customers can be linked to accounting without editing each record.

Customers

Customer-BulkToTree-011Canonical SRS Graph

As a Finance User, I want to bulk-add selected customers to the chart of accounts, so that multiple customers can be linked to accounting without editing each record.

User Story

As a Finance User, I want to bulk-add selected customers to the chart of accounts, so that multiple customers can be linked to accounting without editing each record.

طبقًا للمصدر الأساسي ERP_SRS: As a Finance User, I want to bulk-add selected customers to the chart of accounts, so that multiple customers can be linked to accounting without editing each record.

Description

Acceptance Criteria

The user selects row checkboxes (only rows where add to tree is false).
Redirects back to individuals or companies list based on type.
This will linked by chart of accounts, if in setting page we checked on relation by chart of accounts

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 Finance User سيناريو Bulk Add Customers to Chart of Accounts ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: The user selects row checkboxes (only rows where add to tree is false).
ERP_SRS acceptance test: Redirects back to individuals or companies list based on type.
ERP_SRS acceptance test: This will linked by chart of accounts, if in setting page we checked on relation by chart of accounts

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Admin, I want to convert an individual customer to company, so that the record type can be corrected.

Customers

Customer-ConvertCompany-010Canonical SRS Graph

As a CRM Admin, I want to convert an individual customer to company, so that the record type can be corrected.

User Story

As a CRM Admin, I want to convert an individual customer to company, so that the record type can be corrected.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to convert an individual customer to company, so that the record type can be corrected.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to convert an individual customer to company, so that the record type can be corrected.

Acceptance Criteria

Sets type_id=2; clears identity_number, job_title_id, gender_id.
Redirects to edit form with type=companies.

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 Convert Customer to Company ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Sets type_id=2; clears identity_number, job_title_id, gender_id.
ERP_SRS acceptance test: Redirects to edit form with type=companies.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Admin, I want to convert a company customer to individual, so that the record type can be corrected.

Customers

Customer-ConvertIndividual-009Canonical SRS Graph

As a CRM Admin, I want to convert a company customer to individual, so that the record type can be corrected.

User Story

As a CRM Admin, I want to convert a company customer to individual, so that the record type can be corrected.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to convert a company customer to individual, so that the record type can be corrected.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to convert a company customer to individual, so that the record type can be corrected.

Acceptance Criteria

Sets type_id=1; clears tax_registration_number, commercial_registration_no, tax_file_number, industry_id.
Deletes all ContactPerson records for the customer.
Redirects to edit form with type=individuals.

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 Convert Customer to Individual ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Sets type_id=1; clears tax_registration_number, commercial_registration_no, tax_file_number, industry_id.
ERP_SRS acceptance test: Deletes all ContactPerson records for the customer.
ERP_SRS acceptance test: Redirects to edit form with type=individuals.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Sales Representative, I want to create a company customer with contact persons and linked individuals, so that I can manage organizational accounts.

Customers

Customer-CreateCompany-004Canonical SRS Graph

As a CRM Sales Representative, I want to create a company customer with contact persons and linked individuals, so that I can manage organizational accounts.

User Story

As a CRM Sales Representative, I want to create a company customer with contact persons and linked individuals, so that I can manage organizational accounts.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to create a company customer with contact persons and linked individuals, so that I can manage organizational accounts.

Description

Acceptance Criteria

Contact persons created via contacts. Linked individuals get customer id set to new company.
On success redirects to customers.companies.
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 Sales Representative سيناريو Create Company Customer ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Contact persons created via contacts. Linked individuals get customer id set to new company.
ERP_SRS acceptance test: On success redirects to customers.companies.
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 Sales Representative, I want to create an individual customer, so that I can register a new person-type customer in CRM.

Customers

Customer-CreateIndividual-003Canonical SRS Graph

As a CRM Sales Representative, I want to create an individual customer, so that I can register a new person-type customer in CRM.

User Story

As a CRM Sales Representative, I want to create an individual customer, so that I can register a new person-type customer in CRM.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to create an individual customer, so that I can register a new person-type customer in CRM.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to create an individual customer, so that I can register a new person-type customer in CRM.

Acceptance Criteria

Optional file upload stored to public/customers. add_to_tree checkbox triggers chart-of-accounts linkage.
created_by set to current user.
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 Sales Representative سيناريو Create Individual Customer ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Optional file upload stored to public/customers. add_to_tree checkbox triggers chart-of-accounts linkage.
ERP_SRS acceptance test: created_by set to current user.
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, so that obsolete records can be removed when safe.

Customers

Customer-Delete-008Canonical SRS Graph

As a CRM Admin, I want to delete a customer, so that obsolete records can be removed when safe.

User Story

As a CRM Admin, I want to delete a customer, so that obsolete records can be removed when safe.

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

Description

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

Acceptance Criteria

Soft delete via Customer model SoftDeletes.
UI delete action only shown when financial transactions are false.
Hide action Delete if customer related any one of them bank accounts, histories, reminders, cheques, inventories, projects, reports, offers, contacts, letters, child customers, answers.

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 Delete Customer ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Soft delete via Customer model SoftDeletes.
ERP_SRS acceptance test: UI delete action only shown when financial transactions are false.
ERP_SRS acceptance test: Hide action Delete if customer related any one of them bank accounts, histories, reminders, cheques, inventories, projects, reports, offers, contacts, letters, child customers, answers.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Admin, I want an extended export filtered by customer type, so that I can export full customer profiles for integration or reporting.

Customers

Customer-ExportExtended-018Canonical SRS Graph

As a CRM Admin, I want an extended export filtered by customer type, so that I can export full customer profiles for integration or reporting.

User Story

As a CRM Admin, I want an extended export filtered by customer type, so that I can export full customer profiles for integration or reporting.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want an extended export filtered by customer type, so that I can export full customer profiles for integration or reporting.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want an extended export filtered by customer type, so that I can export full customer profiles for integration or reporting.

Acceptance Criteria

Filters by type_id (1=Individual, 2=Company).
Downloads customers.xlsx with 22 columns including tax, location, platform, and company fields.
Export — column dictionary (Extended)

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 Extended Customer Export (Quick Panel) ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Filters by type_id (1=Individual, 2=Company).
ERP_SRS acceptance test: Downloads customers.xlsx with 22 columns including tax, location, platform, and company fields.
ERP_SRS acceptance test: Export — column dictionary (Extended)

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Sales Representative, I want to download the correct Excel import template, so that I can prepare import files with valid column headers.

Customers

Customer-Import-Export-Template-017Canonical SRS Graph

As a CRM Sales Representative, I want to download the correct Excel import template, so that I can prepare import files with valid column headers.

User Story

As a CRM Sales Representative, I want to download the correct Excel import template, so that I can prepare import files with valid column headers.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to download the correct Excel import template, so that I can prepare import files with valid column headers.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to download the correct Excel import template, so that I can prepare import files with valid column headers.

Acceptance Criteria

Available from Excel dropdown on customers list (no additional permission beyond list access).
Individuals list: downloads customers_individual.xlsx.
Companies list: downloads customers_company.xlsx.
Template columns must match required import headers: Name, Email, Ranking, Address, Mobile Number, Type.

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 Sales Representative سيناريو Import and Export Template for Customer ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Available from Excel dropdown on customers list (no additional permission beyond list access).
ERP_SRS acceptance test: Individuals list: downloads customers_individual.xlsx.
ERP_SRS acceptance test: Companies list: downloads customers_company.xlsx.
ERP_SRS acceptance test: Template columns must match required import headers: Name, Email, Ranking, Address, Mobile Number, Type.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Sales Representative, I want to view the company customers list, so that I can browse organization-type customers excluding leads.

Customers

Customer-ListCompanies-002Canonical SRS Graph

As a CRM Sales Representative, I want to view the company customers list, so that I can browse organization-type customers excluding leads.

User Story

As a CRM Sales Representative, I want to view the company customers list, so that I can browse organization-type customers excluding leads.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to view the company customers list, so that I can browse organization-type customers excluding leads.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to view the company customers list, so that I can browse organization-type customers excluding leads.

Acceptance Criteria

Lists customers where type_id=2 and lead=0, with filter() scope applied.
Paginated (default 25). Same column layout as individuals list.
Columns (permission-gated): To Tree checkbox, Name, Email, Ranking, Address, Mobile Number, Type, Added To Tree, Show, Actions.
Breadcrumb: Home → Customers.
The toolbar shows Add, Excel menu, and Options menu.
Empty state displays not_found image when no records exist.

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 Sales Representative سيناريو View Company Customers ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Lists customers where type_id=2 and lead=0, with filter() scope applied.
ERP_SRS acceptance test: Paginated (default 25). Same column layout as individuals list.
ERP_SRS acceptance test: Columns (permission-gated): To Tree checkbox, Name, Email, Ranking, Address, Mobile Number, Type, Added To Tree, Show, Actions.
ERP_SRS acceptance test: Breadcrumb: Home → Customers.
ERP_SRS acceptance test: The toolbar shows Add, Excel menu, and Options menu.
ERP_SRS acceptance test: Empty state displays not_found image when no records exist.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Admin, I want a shortcuts page for customer-related master data, so that I can manage reference data efficiently.

Customers

Customer-ListData-012Canonical SRS Graph

As a CRM Admin, I want a shortcuts page for customer-related master data, so that I can manage reference data efficiently.

User Story

As a CRM Admin, I want a shortcuts page for customer-related master data, so that I can manage reference data efficiently.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want a shortcuts page for customer-related master data, so that I can manage reference data efficiently.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want a shortcuts page for customer-related master data, so that I can manage reference data efficiently.

Acceptance Criteria

Displays links to manage Job Titles, Industries, Personas, Genders, Study Fields, Languages, Platforms, and other CRM reference entities.

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 Master Data Hub ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Displays links to manage Job Titles, Industries, Personas, Genders, Study Fields, Languages, Platforms, and other CRM reference entities.

Alternative Path

—

Edge Cases

—

SAME DOCUMENT LAYOUT

As a CRM Sales Representative, I want to view the individual customers list, so that I can browse and manage person-type customers.

Customers

Customer-ListIndividuals-001Canonical SRS Graph

As a CRM Sales Representative, I want to view the individual customers list, so that I can browse and manage person-type customers.

User Story

As a CRM Sales Representative, I want to view the individual customers list, so that I can browse and manage person-type customers.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to view the individual customers list, so that I can browse and manage person-type customers.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to view the individual customers list, so that I can browse and manage person-type customers.

Acceptance Criteria

Lists customers where type_id=1 (Individual), paginated (default 25 per page).
Columns (permission-gated): To Tree checkbox, Name, Email, Ranking, Address, Mobile Number, Type, Added To Tree, Show, Actions.
Breadcrumb: Home → Customers.
The toolbar shows Add, Excel menu, and Options menu.
Empty state displays not_found image when no records exist.

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 Sales Representative سيناريو View Individual Customers ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Lists customers where type_id=1 (Individual), paginated (default 25 per page).
ERP_SRS acceptance test: Columns (permission-gated): To Tree checkbox, Name, Email, Ranking, Address, Mobile Number, Type, Added To Tree, Show, Actions.
ERP_SRS acceptance test: Breadcrumb: Home → Customers.
ERP_SRS acceptance test: The toolbar shows Add, Excel menu, and Options menu.
ERP_SRS acceptance test: Empty state displays not_found image when no records exist.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As a CRM Sales Representative, I want quick operations links for a customer, so that I can jump to Contracts, Offers, or Invoices without navigating menus.

Customers

Customer-Operations-013Canonical SRS Graph

As a CRM Sales Representative, I want quick operations links for a customer, so that I can jump to Contracts, Offers, or Invoices without navigating menus.

User Story

As a CRM Sales Representative, I want quick operations links for a customer, so that I can jump to Contracts, Offers, or Invoices without navigating menus.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want quick operations links for a customer, so that I can jump to Contracts, Offers, or Invoices without navigating menus.

Description

Acceptance Criteria

The operations button on each list row opens modal.
Contracts: Get list Contracts for customers and can create new contracts for this customer from the same page.
Offers: Get list offers for customers and can create new offers for this customer from the same page.
Invoices: Get list invoices for customers and can create new invoices for this customer from the same page.
Separate from Actions dropdown which contains Reminders, Convert, Files, Edit, Delete.

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 Sales Representative سيناريو Customer Operations Modal ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: The operations button on each list row opens modal.
ERP_SRS acceptance test: Contracts: Get list Contracts for customers and can create new contracts for this customer from the same page.
ERP_SRS acceptance test: Offers: Get list offers for customers and can create new offers for this customer from the same page.
ERP_SRS acceptance test: Invoices: Get list invoices for customers and can create new invoices for this customer from the same page.
ERP_SRS acceptance test: Separate from Actions dropdown which contains Reminders, Convert, Files, Edit, Delete.

Alternative Path

—

Edge Cases

—

SAME DOCUMENT LAYOUT

As a CRM Sales Representative, I want to edit a company customer including contacts and linked individuals, so that organizational data stays current.

Customers

Customer-UpdateCompany-006Canonical SRS Graph

As a CRM Sales Representative, I want to edit a company customer including contacts and linked individuals, so that organizational data stays current.

User Story

As a CRM Sales Representative, I want to edit a company customer including contacts and linked individuals, so that organizational data stays current.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to edit a company customer including contacts and linked individuals, so that organizational data stays current.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to edit a company customer including contacts and linked individuals, so that organizational data stays current.

Acceptance Criteria

Contacts updated via updateOrCreate. Unlinked individuals have customer_id cleared.
Linked individuals updated via customer selection.
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 Sales Representative سيناريو Edit Company Customer ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Contacts updated via updateOrCreate. Unlinked individuals have customer_id cleared.
ERP_SRS acceptance test: Linked individuals updated via customer selection.
ERP_SRS acceptance test: Edit — field dictionary

Alternative Path

—

Edge Cases

—

SAME DOCUMENT LAYOUT

As a CRM Sales Representative, I want to edit an individual customer, so that I can keep customer data accurate.

Customers

Customer-UpdateIndividual-005Canonical SRS Graph

As a CRM Sales Representative, I want to edit an individual customer, so that I can keep customer data accurate.

User Story

As a CRM Sales Representative, I want to edit an individual customer, so that I can keep customer data accurate.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to edit an individual customer, so that I can keep customer data accurate.

Description

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to edit an individual customer, so that I can keep customer data accurate.

Acceptance Criteria

updated_by set on save. add_to_tree triggers Helper::addToTree if newly checked.
Redirects to customers.individuals on success.
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 Sales Representative سيناريو Edit Individual Customer ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: updated_by set on save. add_to_tree triggers Helper::addToTree if newly checked.
ERP_SRS acceptance test: Redirects to customers.individuals on success.
ERP_SRS acceptance test: Edit — field dictionary

Alternative Path

—

Edge Cases

—

SAME DOCUMENT LAYOUT

As a CRM Sales Representative, I want to view a customer detail page with CRM tabs and revenue analytics, so that I can see the full customer relationship.

Customers

Customer-View-007Canonical SRS Graph

As a CRM Sales Representative, I want to view a customer detail page with CRM tabs and revenue analytics, so that I can see the full customer relationship.

User Story

As a CRM Sales Representative, I want to view a customer detail page with CRM tabs and revenue analytics, so that I can see the full customer relationship.

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to view a customer detail page with CRM tabs and revenue analytics, so that I can see the full customer relationship.

Description

Acceptance Criteria

Tabs (permission-gated): Informations, Notes, Emails, Calls, Meetings, Offers, Contracts, Invoices, Reminders.
Revenue sidebar: monthly chart, year total, all-years total from inventories.
Inventories include direct customer_id, contract-linked, and offer-linked invoices.
Emails/Calls loaded from letters where type_id=1 (email) and type_id=2 (call).

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 Sales Representative سيناريو Show Customer Detail Hub ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Tabs (permission-gated): Informations, Notes, Emails, Calls, Meetings, Offers, Contracts, Invoices, Reminders.
ERP_SRS acceptance test: Revenue sidebar: monthly chart, year total, all-years total from inventories.
ERP_SRS acceptance test: Inventories include direct customer_id, contract-linked, and offer-linked invoices.
ERP_SRS acceptance test: Emails/Calls loaded from letters where type_id=1 (email) and type_id=2 (call).

Alternative Path

—

Edge Cases

—

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

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

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

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

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