Mortezakoohjani e140908034 Ship enterprise CRM frontend with real API wiring and thin app routes.

Connect all CRM pages to the BFF and CRM service, add module docs, and mark CRM available in the SuperApp catalog.

Co-authored-by: Cursor <cursoragent@cursor.com>

2026-07-26 20:58:17 +03:30

3.2 KiB

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CRM UI Specification

Product: Torbat CRM (Enterprise Sales CRM)
Version: Phase 6.3 frontend integration
Date: 2026-07-26

Product identity

Aspect	Choice
Accent	`--crm-accent` indigo (`#6366f1` light / `#818cf8` dark)
Tone	Professional, minimal, low noise, desktop-first
Language	RTL-first (Persian labels)
Shell	Collapsible sidebar groups, mobile drawer, dark mode toggle

Distinct from Accounting (sky/operational), Beauty (rose/warm), Healthcare (teal/clinical).

Architecture

app/crm/                    # Thin routes only (page, layout, loading, error)
modules/crm/                # All business UI
  services/crm-api.ts       # Typed client → /api/crm BFF → :8003
  components/               # Shell, CRUD factory, breadcrumbs
  design-system/            # CrmTablePage, CrmStatGrid, CrmStatusChip
  features/sales/           # Page implementations
  constants/portals.ts      # Navigation

Page inventory (41 routes)

All pages under /crm/sales/* unless noted.

Area	Pages	Backend
Hub	`/crm/hub`	`/health`
Dashboards	overview, sales, pipeline, leads, activities, calendar	List aggregates
Entities	customers, companies, contacts, leads	Real CRUD APIs
Sales	deals, kanban, pipelines, quotes	opportunities, pipelines, quotes
Collaboration	activities, tasks, meetings, calls, emails, notes, timeline, documents	Phase 6.3 APIs
Marketing	tags	tags API; campaigns/segments scoped notice
Data	custom-fields, import, export	custom-fields; import N/A; export client CSV
Insights	reports, analytics, automation	computed / scoped
Admin	notifications, roles, permissions, integrations, api-keys, audit-logs, settings, health, capabilities	partial + static

Standard page contract

Every list page includes:

CrmPageLoader / skeleton via CrmTablePage
CrmPageError with 403 permission state
EmptyState with create action
Search (client-side filter)
Sort dropdown (client-side)
Pagination (client-side slice; server uses page/page_size fetch)
Bulk selection + bulk delete where API supports
Dialog create + Drawer edit + ConfirmDialog delete
Toast via Sonner
Breadcrumb via CrmBreadcrumbs

Keyboard shortcuts

Chord	Target
`g` then `o`	Overview dashboard
`g` then `l`	Leads
`g` then `c`	Contacts
`g` then `d`	Deals
`g` then `k`	Kanban

Out of scope (honest UI)

Pages show CrmScopeNotice instead of fake data:

Campaigns, Segments, Import, Automation, Integrations, API Keys
Global audit (per-entity audit only)
/capabilities (health version only)

API conventions

Header: Authorization: Bearer, X-Tenant-ID
Soft delete: POST /{id}/delete (leads, contacts, organizations)
List: page, page_size — no server search/sort/filter
Deals = opportunities; Customers = contacts + organizations

3.2 KiB Raw Blame History