SRV-14 — CRM module — resellers, prospects, lifecycle, tasks

SummaryCopy Anchor Link

Reseller records, unique normalised phone, lifecycle automation from events, assignment, segments, interaction timeline, follow-up tasks, documents/photos, validation queue.

DescriptionCopy Anchor Link

HOCO's commercial follow-up runs today on calls and spreadsheets; the CRM module makes the reseller the shared record for the back-office, delegates and the reseller apps (cahier §4.2, §6.5; CRM-01…CRM-12). This task implements the reseller/prospect record with the minimum data set, creation from every source (ResellerSource) with the unique normalised phone and duplicate checks (admin.resellers.checkPhone, delegate.resellers.checkPhone), the 10-status lifecycle with manual transitions and automatic ones driven by events (invitation steps, sign-up, first order, visit reports), assignment to a delegate and zone with history, segments, the unified interaction timeline, follow-up tasks with due dates and notifications, protected documents and photos, the validation queue (approve/reject with reason, review of the declared customer type, AUTH-11), list/map/export, and the reseller's own profile and addresses. Out of scope: field visits (SRV-21), invitations (SRV-22) and the CRM pages (DSH-03).

SubtasksCopy Anchor Link

DeliverablesCopy Anchor Link

• apps/server/src/modules/crm/{resellers,lifecycle,assignment,validation,segments,timeline,tasks,documents,profile}.{service,router}.ts
• packages/contracts/src/{profile.ts,admin/crm.ts}
• Event consumers apps/server/src/modules/crm/consumers.ts

Acceptance criteriaCopy Anchor Link

• Creating a reseller with an existing normalised phone from any source returns 409 RESELLER_PHONE_EXISTS with the existing reseller id (CRM-03)
• A first order moves the reseller to FIRST_ORDER automatically with a ResellerStatusChange entry (CRM-04)
• Approving an account sets AccountStatus ACTIVE and notifies the reseller; rejecting requires a reason (CRM-09)
• A reseller calling profile.update with customerType gets 403 FIELD_NOT_EDITABLE; a back-office change is audited with old and new values (AUTH-11)
• The timeline lists visits, notes, orders, payments and claims in chronological order (CRM-07)
• A delegate sees only resellers in their zones or assigned to them (ACL-03)

Requirements coveredCopy Anchor Link

ScreensCopy Anchor Link

API surfaceCopy Anchor Link

Test measuresCopy Anchor Link

• DB tests for duplicate prevention across back-office, delegate and self-sign-up paths
• Event-driven lifecycle tests (emit events, assert transitions and history)
• Contract tests for list filters and pagination

RisksCopy Anchor Link

• Automatic lifecycle transitions conflict with manual ones — manual statuses NOT_INTERESTED and SUSPENDED are never overridden by automation

KPICopy Anchor Link

• Delivered by Mon 19 Oct 2026 within 1.5 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.

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