CRMPro

# Skeleton created by `sysforge import-excel` (SPEC §13) for SYS-002.
# Core modules: • โมดูลลูกค้าสัมพันธ์ (CRM) • โมดูลข้อมูลหลัก (Master Data) • โมดูล Workflow/อนุมัติ
# TODO(sysforge): replace the default fields below with the real fields of each entity.
#                 Every field shown in a form needs a default or a placeholder (R-UI-1). Then run: sysforge validate

system:
  code: SYS-002
  name: CRMPro
  title: { th: "ระบบจัดการความสัมพันธ์ลูกค้า", en: "Crm pro" }
  description: { th: "ระบบจัดการความสัมพันธ์ลูกค้า" }
  domain: Enterprise & Business
  package: com.sysforge.crmpro
  version: 1.0.0
  locale: { default: th }
  timezone: Asia/Bangkok

database:
  targets: [sqlserver, oracle, mysql, postgresql]
  default: postgresql
  tablePrefix: cr_

theme: {}

roles:
  - code: ADMIN
    title: { th: ผู้ดูแลระบบ, en: Administrator }
    permissions: ["*"]
  - code: STAFF
    title: { th: เจ้าหน้าที่, en: Staff }
    permissions:
      - "Customer:create"
      - "Customer:read"
      - "Customer:update"
      - "Customer:export"
      - "Contact:create"
      - "Contact:read"
      - "Contact:update"
      - "Contact:export"
      - "Interaction:create"
      - "Interaction:read"
      - "Interaction:update"
      - "Interaction:export"
      - "Opportunity:create"
      - "Opportunity:read"
      - "Opportunity:update"
      - "Opportunity:export"
      - "Campaign:create"
      - "Campaign:read"
      - "Campaign:update"
      - "Campaign:export"
      - "WorkflowDefinition:create"
      - "WorkflowDefinition:read"
      - "WorkflowDefinition:update"
      - "WorkflowDefinition:export"
      - "WorkflowInstance:create"
      - "WorkflowInstance:read"
      - "WorkflowInstance:update"
      - "WorkflowInstance:export"
      - "ApprovalStep:create"
      - "ApprovalStep:read"
      - "ApprovalStep:update"
      - "ApprovalStep:export"
      - "Delegation:create"
      - "Delegation:read"
      - "Delegation:update"
      - "Delegation:export"

enums:
  - name: CustomerStage
    values:
      - { code: NEW,         th: ใหม่,         en: New,         color: info }
      - { code: IN_PROGRESS, th: กำลังดำเนินการ, en: In progress, color: warning }
      - { code: DONE,        th: เสร็จสิ้น,      en: Done,        color: success }

entities:
  - name: Customer
    title: { th: "Customer", en: "Customer" }
    display: name
    fields:
      - { name: code, type: string, length: 30, required: true, unique: true, searchable: true, label: { th: รหัส, en: Code }, placeholder: { th: "เช่น CU-0001", en: "e.g. CU-0001" } }
      - { name: name, type: string, length: 200, required: true, searchable: true, label: { th: ชื่อ, en: Name }, placeholder: { th: "เช่น Customer", en: "e.g. Customer name" } }
      - { name: description, type: text, label: { th: รายละเอียด, en: Description }, placeholder: { th: "รายละเอียดเพิ่มเติม", en: "Additional details" } }
      - { name: active, type: boolean, default: true, searchable: true, label: { th: ใช้งาน, en: Active } }
      - { name: stage, type: enum, enum: CustomerStage, required: true, default: NEW, searchable: true, label: { th: ขั้นตอน, en: Stage } }
    # TODO(sysforge): ระบุ field เฉพาะของ Customer
  - name: Contact
    title: { th: "Contact", en: "Contact" }
    display: name
    fields:
      - { name: code, type: string, length: 30, required: true, unique: true, searchable: true, label: { th: รหัส, en: Code }, placeholder: { th: "เช่น CO-0001", en: "e.g. CO-0001" } }
      - { name: name, type: string, length: 200, required: true, searchable: true, label: { th: ชื่อ, en: Name }, placeholder: { th: "เช่น Contact", en: "e.g. Contact name" } }
      - { name: description, type: text, label: { th: รายละเอียด, en: Description }, placeholder: { th: "รายละเอียดเพิ่มเติม", en: "Additional details" } }
      - { name: active, type: boolean, default: true, searchable: true, label: { th: ใช้งาน, en: Active } }
    # TODO(sysforge): ระบุ field เฉพาะของ Contact
  - name: Interaction
    title: { th: "Interaction", en: "Interaction" }
    display: name
    fields:
      - { name: code, type: string, length: 30, required: true, unique: true, searchable: true, label: { th: รหัส, en: Code }, placeholder: { th: "เช่น IN-0001", en: "e.g. IN-0001" } }
      - { name: name, type: string, length: 200, required: true, searchable: true, label: { th: ชื่อ, en: Name }, placeholder: { th: "เช่น Interaction", en: "e.g. Interaction name" } }
      - { name: description, type: text, label: { th: รายละเอียด, en: Description }, placeholder: { th: "รายละเอียดเพิ่มเติม", en: "Additional details" } }
      - { name: active, type: boolean, default: true, searchable: true, label: { th: ใช้งาน, en: Active } }
    # TODO(sysforge): ระบุ field เฉพาะของ Interaction
  - name: Opportunity
    title: { th: "Opportunity", en: "Opportunity" }
    display: name
    fields:
      - { name: code, type: string, length: 30, required: true, unique: true, searchable: true, label: { th: รหัส, en: Code }, placeholder: { th: "เช่น OP-0001", en: "e.g. OP-0001" } }
      - { name: name, type: string, length: 200, required: true, searchable: true, label: { th: ชื่อ, en: Name }, placeholder: { th: "เช่น Opportunity", en: "e.g. Opportunity name" } }
      - { name: description, type: text, label: { th: รายละเอียด, en: Description }, placeholder: { th: "รายละเอียดเพิ่มเติม", en: "Additional details" } }
      - { name: active, type: boolean, default: true, searchable: true, label: { th: ใช้งาน, en: Active } }
    # TODO(sysforge): ระบุ field เฉพาะของ Opportunity
  - name: Campaign
    title: { th: "Campaign", en: "Campaign" }
    display: name
    fields:
      - { name: code, type: string, length: 30, required: true, unique: true, searchable: true, label: { th: รหัส, en: Code }, placeholder: { th: "เช่น CA-0001", en: "e.g. CA-0001" } }
      - { name: name, type: string, length: 200, required: true, searchable: true, label: { th: ชื่อ, en: Name }, placeholder: { th: "เช่น Campaign", en: "e.g. Campaign name" } }
      - { name: description, type: text, label: { th: รายละเอียด, en: Description }, placeholder: { th: "รายละเอียดเพิ่มเติม", en: "Additional details" } }
      - { name: active, type: boolean, default: true, searchable: true, label: { th: ใช้งาน, en: Active } }
    # TODO(sysforge): ระบุ field เฉพาะของ Campaign
  - name: WorkflowDefinition
    title: { th: "Workflow definition", en: "Workflow definition" }
    display: name
    fields:
      - { name: code, type: string, length: 30, required: true, unique: true, searchable: true, label: { th: รหัส, en: Code }, placeholder: { th: "เช่น WD-0001", en: "e.g. WD-0001" } }
      - { name: name, type: string, length: 200, required: true, searchable: true, label: { th: ชื่อ, en: Name }, placeholder: { th: "เช่น WorkflowDefinition", en: "e.g. Workflow definition name" } }
      - { name: description, type: text, label: { th: รายละเอียด, en: Description }, placeholder: { th: "รายละเอียดเพิ่มเติม", en: "Additional details" } }
      - { name: active, type: boolean, default: true, searchable: true, label: { th: ใช้งาน, en: Active } }
    # TODO(sysforge): ระบุ field เฉพาะของ WorkflowDefinition
  - name: WorkflowInstance
    title: { th: "Workflow instance", en: "Workflow instance" }
    display: name
    fields:
      - { name: code, type: string, length: 30, required: true, unique: true, searchable: true, label: { th: รหัส, en: Code }, placeholder: { th: "เช่น WI-0001", en: "e.g. WI-0001" } }
      - { name: name, type: string, length: 200, required: true, searchable: true, label: { th: ชื่อ, en: Name }, placeholder: { th: "เช่น WorkflowInstance", en: "e.g. Workflow instance name" } }
      - { name: description, type: text, label: { th: รายละเอียด, en: Description }, placeholder: { th: "รายละเอียดเพิ่มเติม", en: "Additional details" } }
      - { name: active, type: boolean, default: true, searchable: true, label: { th: ใช้งาน, en: Active } }
    # TODO(sysforge): ระบุ field เฉพาะของ WorkflowInstance
  - name: ApprovalStep
    title: { th: "Approval step", en: "Approval step" }
    display: name
    fields:
      - { name: code, type: string, length: 30, required: true, unique: true, searchable: true, label: { th: รหัส, en: Code }, placeholder: { th: "เช่น AS-0001", en: "e.g. AS-0001" } }
      - { name: name, type: string, length: 200, required: true, searchable: true, label: { th: ชื่อ, en: Name }, placeholder: { th: "เช่น ApprovalStep", en: "e.g. Approval step name" } }
      - { name: description, type: text, label: { th: รายละเอียด, en: Description }, placeholder: { th: "รายละเอียดเพิ่มเติม", en: "Additional details" } }
      - { name: active, type: boolean, default: true, searchable: true, label: { th: ใช้งาน, en: Active } }
    # TODO(sysforge): ระบุ field เฉพาะของ ApprovalStep
  - name: Delegation
    title: { th: "Delegation", en: "Delegation" }
    display: name
    fields:
      - { name: code, type: string, length: 30, required: true, unique: true, searchable: true, label: { th: รหัส, en: Code }, placeholder: { th: "เช่น DE-0001", en: "e.g. DE-0001" } }
      - { name: name, type: string, length: 200, required: true, searchable: true, label: { th: ชื่อ, en: Name }, placeholder: { th: "เช่น Delegation", en: "e.g. Delegation name" } }
      - { name: description, type: text, label: { th: รายละเอียด, en: Description }, placeholder: { th: "รายละเอียดเพิ่มเติม", en: "Additional details" } }
      - { name: active, type: boolean, default: true, searchable: true, label: { th: ใช้งาน, en: Active } }
    # TODO(sysforge): ระบุ field เฉพาะของ Delegation

screens:
  - { id: home, type: kpi-dashboard, title: { th: ภาพรวม, en: Overview } }
  - { id: customers, type: crud, entity: Customer, title: { th: "Customer", en: "Customer" }, defaultSort: { field: code, dir: asc } }
  - { id: contacts, type: crud, entity: Contact, title: { th: "Contact", en: "Contact" }, defaultSort: { field: code, dir: asc } }
  - { id: interactions, type: crud, entity: Interaction, title: { th: "Interaction", en: "Interaction" }, defaultSort: { field: code, dir: asc } }
  - { id: opportunities, type: crud, entity: Opportunity, title: { th: "Opportunity", en: "Opportunity" }, defaultSort: { field: code, dir: asc } }
  - { id: campaigns, type: crud, entity: Campaign, title: { th: "Campaign", en: "Campaign" }, defaultSort: { field: code, dir: asc } }
  - { id: workflow-definitions, type: crud, entity: WorkflowDefinition, title: { th: "Workflow definition", en: "Workflow definition" }, defaultSort: { field: code, dir: asc } }
  - { id: workflow-instances, type: crud, entity: WorkflowInstance, title: { th: "Workflow instance", en: "Workflow instance" }, defaultSort: { field: code, dir: asc } }
  - { id: approval-steps, type: crud, entity: ApprovalStep, title: { th: "Approval step", en: "Approval step" }, defaultSort: { field: code, dir: asc } }
  - { id: delegations, type: crud, entity: Delegation, title: { th: "Delegation", en: "Delegation" }, defaultSort: { field: code, dir: asc } }
  - { id: customers-board, type: kanban, entity: Customer, title: { th: "บอร์ดCustomer", en: "Customer board" }, options: { statusField: stage, cardTitle: name, cardSubtitle: code, allowDrag: true } }