DES-16 — Day 16 — Back-office: CRM
Resellers list and map, reseller 360°, create/edit, validation queue, follow-ups, segments.
| Field | Details |
|---|---|
| Task code | DES-16 |
| Phase | P0 — Foundations (cadrage, UX/UI, architecture & contract) |
| Product scope | V1 |
| Status | Planned |
| Start | Mon 9 Nov 2026 |
| Due | Mon 9 Nov 2026 |
| Responsible | Akram — UI/UX designer |
| Co-responsible | — |
| Effort | 1 person-day(s) planned · 1.25 from scratch · size S |
| Area · app | Back-office design · design |
| Depends on | DES-15 |
| Unblocks | DSH-03, DES-17 |
| Milestones | — |
Summary
Resellers list and map, reseller 360°, create/edit, validation queue, follow-ups, segments.
Description
Day 16 designs the back-office CRM, one place for every reseller and prospect from first contact to active account. That includes reviewing the customer type each reseller declared at sign-up (AUTH-11). The screens are BO-09 list, BO-10 map, BO-11 reseller 360°, BO-12 create/edit, BO-13 account validation queue, BO-14 follow-ups and BO-15 segments; BO-09, BO-10, BO-11 and BO-13 are bespoke and the others template pages. Inputs: cahier §4.2 and §15.5, CRM-01…12, FLD-14, IVT-03, AUTH-11, the ResellerStatus (10 values) and CustomerType enums, and the operations admin.resellers.*, admin.tasks.*, admin.segments.crud and admin.invitations.list. The customer type is only changed by the back-office, with a reason, and audited. Consumer: Anis's DSH-03 (BO-09…15).
Subtasks
| # | Subtask | Owner |
|---|---|---|
| 1 | BO-09 Revendeurs et prospects: table with REV- number, store, owner, phone 0555 12 34 56, wilaya / commune, ResellerStatus and CustomerType pills, delegate, last order, potential; filters (status, zone, wilaya, commune, délégué, segment, potential, customer type, activity); saved views; bulk assign, status change and export; list/map toggle | Akram |
| 2 | BO-10 Carte des revendeurs: status-toned circle markers with store glyph, clusters, zone polygons, filters shared with BO-09, side list synced, legend | Akram |
| 3 | BO-11 Revendeur 360° header: name, REV-000123 with copy, ResellerStatus and CustomerType pills, delegate, zone, quick actions (call, WhatsApp, new task, new order on behalf, suspend) | Akram |
| 4 | BO-11 tabs: Aperçu, Commandes, Factures et paiements, Visites et rapports, Relances, SAV et retours, Historique, Documents et photos, Invitation (6-step funnel); each tab's data source annotated | Akram |
| 5 | BO-11 « Modifier le type de client » action: modal with the new type, a required reason and an audit note, then a history line « Type de client : Détail → Demi-gros — par … » | Akram |
| 6 | BO-12 create/edit (Form template): duplicate phone check with link to the existing record, wilaya → commune, GPS map picker, business type, potential, customer type, delegate and zone assignment, documents and photos | Akram |
| 7 | BO-13 Validation des comptes (bespoke): queue oldest first; side-by-side review with façade photo, GPS on a map, declared customer type to confirm or correct, documents, duplicate suspicion; approve (toast with « Annuler » for 6 s) or reject with a required reason; empty queue | Akram |
| 8 | BO-14 Relances (List template): overdue, due today, upcoming and done tasks; assignee; TaskType; complete and reschedule. BO-15 Segments: rule builder (potential, business type, brands sold, activity) with a live member count | Akram |
| 9 | Page specs for the template pages: columns, filters, row and bulk actions, permissions, empty-state copy | Akram |
| 10 | Feasibility: 360° tab queries, map clustering, duplicate check UX on create and validation | Anis |
Deliverables
- Claude Design › Back-office ›
BO · CRMwith BO-09…BO-15 (bespoke pages fully designed, template pages as filled page specs) - BO-11 tab → data source annotation and the customer-type change flow
- BO-13 validation review layout with approve/reject states
Acceptance criteria
- The validation queue shows the declared customer type with confirm and correct actions
- A customer-type change always requires a reason and leaves a history line (AUTH-11)
- All 10 ResellerStatus values and 3 CustomerType values render with enums.json labels and tones
- The duplicate-phone check is visible on create, edit and validation
- Every template page has a filled page spec (columns, filters, actions, permission, empty copy)
- Anis's review answer is OK or OK with notes
Requirements covered
| Requirement | Title | Release |
|---|---|---|
| CRM-09 | Account validation by an authorised user (approve / reject with reason) | V1 |
| CRM-11 | CRM list and map views with filters (status, zone, wilaya, commune, delegate, segment, potential, activity) and export | V1 |
| CRM-12 | Reseller 360° page: orders, invoices, payments, visits, reports, tasks, interactions | V1 |
Screens
| Screen | Name | App |
|---|---|---|
| BO-09 | Resellers & prospects list | BO |
| BO-10 | Resellers map | BO |
| BO-11 | Reseller 360° | BO |
| BO-12 | Reseller create / edit | BO |
| BO-13 | Account validation queue | BO |
| BO-14 | Follow-ups & tasks | BO |
| BO-15 | Segments | BO |
Test measures
- Walkthrough of the field-signup → BO-13 approval → BO-11 path with Anis
- Table density check at 1280 with 9 columns (no page-level horizontal scroll)
- Check the filters against CRM-11 and the 360° content against CRM-12
Risks
- The 360° page gets too dense — use tabs with counts and keep the Aperçu tab to 6 key facts plus the activity feed.
KPI
- Delivered by Mon 9 Nov 2026 within 1 person-day(s).
- Every acceptance criterion above demonstrated before hand-off; linked requirements' acceptance criteria pass.
- Zero open critical defects, permission gaps or data-integrity regressions at sign-off.
Generated from content/plan/tasks.json by scripts/generate-team-tasks.mjs. Dates are computed by the scheduler (Sunday–Thursday weeks, holidays excluded) — change the plan, not this page.
DES-15 — Day 15 — Back-office: shell, access & dashboards
Information architecture and navigation by role, sign-in, general/sales/field/stock/finance dashboards.
DES-17 — Day 17 — Back-office: catalog, pricing & stock
Products list and editor, brands, categories, price lists, import wizard, stock overview, movements, adjustments, inventory, warehouses.