feat: Complete Z.CRM system with all 6 modules
✨ Features: - Complete authentication system with JWT - Dashboard with all 6 modules visible - Contact Management module (Salesforce-style) - CRM & Sales Pipeline module (Pipedrive-style) - Inventory & Assets module (SAP-style) - Tasks & Projects module (Jira/Asana-style) - HR Management module (BambooHR-style) - Marketing Management module (HubSpot-style) - Admin Panel with user management and role matrix - World-class UI/UX with RTL Arabic support - Cairo font (headings) + Readex Pro font (body) - Sample data for all modules - Protected routes and authentication flow - Backend API with Prisma + PostgreSQL - Comprehensive documentation 🎨 Design: - Color-coded modules - Professional data tables - Stats cards with metrics - Progress bars and status badges - Search and filters - Responsive layout 📊 Tech Stack: - Frontend: Next.js 14, TypeScript, Tailwind CSS - Backend: Node.js, Express, Prisma - Database: PostgreSQL - Auth: JWT with bcrypt 🚀 Production-ready frontend with all features accessible
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Talal Sharabi
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FEATURES.md
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FEATURES.md
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# Z.CRM - Features Overview
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## مجموعة أتمتة - نظام إدارة شامل
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## 🎯 System Overview
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Z.CRM is a comprehensive enterprise resource planning (ERP) and customer relationship management (CRM) system. The system integrates six core modules to manage all aspects of business operations.
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## 📦 Core Modules
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### 1️⃣ Contact Management System (CMS)
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**Purpose**: Centralized database for managing all types of contacts with complete historical records.
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**Key Features:**
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- ✅ Universal unique ID for every contact
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- ✅ Support for all entity types (individuals, companies, holding companies, government entities)
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- ✅ Hierarchical structure (holding → subsidiaries → branches → departments → people)
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- ✅ Multi-category classification
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- ✅ Duplicate detection and prevention
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- ✅ Contact merging with full audit trail
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- ✅ 360° contact history view
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- ✅ Relationship management
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- ✅ Custom fields (no-code)
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- ✅ Advanced search and filtering
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- ✅ Rating and scoring system
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- ✅ Import/Export capabilities
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- ✅ Soft delete (archiving)
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**Duplicate Detection Based On:**
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- Phone number
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- Email address
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- Name + Company
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- Commercial register / Tax number
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**Exceptions:**
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- Only General Manager can override
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- Sales Manager can be delegated
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- Mandatory reason logging
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- Full audit trail
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### 2️⃣ CRM - Customer Relationship Management
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**Purpose**: Complete sales cycle management from lead to post-sale follow-up.
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**Key Features:**
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- ✅ Lead to deal conversion
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- ✅ Multiple sales structures (B2B, B2C, B2G, Partnerships)
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- ✅ Customizable pipelines per structure
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- ✅ Quotation management with versioning
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- ✅ Cost sheet creation and management
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- ✅ Multi-level approval workflows
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- ✅ Contract management
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- ✅ Invoice generation
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- ✅ Win/Loss tracking
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- ✅ Commission calculations
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- ✅ Activity logging (calls, meetings, emails)
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- ✅ Deal scoring and probability
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- ✅ Fiscal year tracking
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- ✅ Post-sale follow-up
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- ✅ Upsell/Cross-sell opportunities
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**Sales Structures:**
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- **B2B**: Company to company sales
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- **B2C**: Direct to consumer
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- **B2G**: Government tenders and contracts
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- **Partnerships**: Strategic partnerships
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**Pipeline Stages:**
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- Open
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- Qualified
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- Negotiation
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- Proposal Sent
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- Pending Approval
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- Won
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- Lost
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- On Hold
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### 3️⃣ Inventory & Asset Management
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**Purpose**: Comprehensive inventory and fixed asset tracking.
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**Key Features:**
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- ✅ Multi-warehouse management
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- ✅ Hierarchical warehouse structure
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- ✅ Product catalog with categories
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- ✅ Serial number tracking
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- ✅ Batch/Lot tracking
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- ✅ Stock movement tracking
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- ✅ Inter-warehouse transfers
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- ✅ Stock alerts (min/max levels)
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- ✅ Asset lifecycle management
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- ✅ Depreciation calculation
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- ✅ Maintenance scheduling
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- ✅ Asset assignment to employees
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- ✅ Physical inventory/stock count
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- ✅ Valuation methods (FIFO/LIFO/Average)
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- ✅ Integration with CRM and Projects
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**Warehouse Types:**
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- Main warehouse
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- Branch warehouses
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- Project sites
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- Virtual warehouses (in-transit, on-order)
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**Asset Management:**
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- Purchase tracking
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- Assignment to employees/departments
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- Maintenance history
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- Depreciation calculation
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- Retirement and disposal
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### 4️⃣ Tasks & Projects Management
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**Purpose**: Complete project lifecycle and task management.
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**Key Features:**
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- ✅ Project planning and scheduling
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- ✅ Hierarchical task structure
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- ✅ Project phases and milestones
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- ✅ Team member assignment
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- ✅ Time tracking
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- ✅ Budget management
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- ✅ Expense tracking
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- ✅ Gantt chart visualization
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- ✅ Task dependencies
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- ✅ Progress tracking
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- ✅ Document management
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- ✅ Client approval workflow
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- ✅ Integration with CRM (deals → projects)
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- ✅ Integration with Inventory (materials)
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- ✅ Integration with HR (team members)
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**Project Types:**
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- Internal projects
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- Client projects
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- Implementation/Installation
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- Maintenance and support
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- Government contracts
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**Task Statuses:**
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- Todo
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- In Progress
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- Review
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- Completed
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- Cancelled
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### 5️⃣ HR Management System
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**Purpose**: Complete human resources management - the gatekeeper for all system access.
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**Key Features:**
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**Employee Management:**
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- ✅ Complete employee profiles
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- ✅ Employment contracts
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- ✅ Document management
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- ✅ Organizational chart
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- ✅ Reporting structure
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**Attendance & Time:**
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- ✅ Attendance tracking
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- ✅ Biometric integration support
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- ✅ Shift management
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- ✅ Overtime calculation
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- ✅ Remote work support
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**Leave Management:**
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- ✅ Leave request workflow
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- ✅ Multi-level approvals
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- ✅ Leave balance tracking
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- ✅ Leave types (annual, sick, unpaid, emergency)
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- ✅ Leave carry-forward
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**Payroll & Compensation:**
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- ✅ Salary calculation
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- ✅ Allowances
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- ✅ Deductions
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- ✅ Commission calculations (linked to CRM)
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- ✅ Overtime pay
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- ✅ Payslip generation
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**Performance Management:**
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- ✅ Performance evaluations
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- ✅ KPI tracking
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- ✅ Goal setting
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- ✅ Performance-based incentives
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**Training & Development:**
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- ✅ Training plans
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- ✅ Course tracking
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- ✅ Certification management
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**Disciplinary Actions:**
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- ✅ Warning system
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- ✅ Violation tracking
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- ✅ Audit trail
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**Exit Management:**
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- ✅ Resignation processing
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- ✅ Exit clearance
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- ✅ Final settlement
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- ✅ Automatic access revocation
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**🔐 Critical HR Requirement:**
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> No user can access ANY module in the system without an active employee record in the HR module. HR is the central authority for all system access and permissions.
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### 6️⃣ Marketing Management
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**Purpose**: Marketing campaign management and lead generation.
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**Key Features:**
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- ✅ Multi-channel campaigns (Email, WhatsApp, Social Media)
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- ✅ Campaign planning and budgeting
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- ✅ Lead generation and tracking
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- ✅ Exhibition and event management
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- ✅ Template management
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- ✅ Campaign scheduling
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- ✅ ROI calculation
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- ✅ Performance analytics
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- ✅ A/B testing support
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- ✅ Lead qualification workflow
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- ✅ Integration with Contacts (lead → contact)
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- ✅ Integration with CRM (qualified leads → deals)
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- ✅ Long-term ROI tracking
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**Campaign Types:**
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- Email marketing
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- WhatsApp campaigns
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- Social media
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- Exhibitions
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- Multi-channel (Omni-channel)
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**Campaign Metrics:**
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- Sent count
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- Open rate
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- Click rate
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- Response rate
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- Leads generated
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- Conversions
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- ROI
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## 🔒 Security & Compliance
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### Authentication & Authorization
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- ✅ JWT-based authentication
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- ✅ Role-based access control (RBAC)
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- ✅ Position-based permissions
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- ✅ Module-level permissions
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- ✅ Resource-level permissions
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- ✅ Action-level permissions
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- ✅ Field-level permissions
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- ✅ Delegation support
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### Audit & Compliance
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- ✅ Complete audit logging
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- ✅ Change tracking (before/after)
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- ✅ User action tracking
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- ✅ IP address logging
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- ✅ Reason requirement for sensitive operations
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- ✅ Approval workflows
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- ✅ Data masking for sensitive information
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- ✅ 7-year audit retention
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### Data Protection
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- ✅ Soft delete (no default hard delete)
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- ✅ Archive functionality
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- ✅ Backup support
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- ✅ Data encryption support
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- ✅ Privacy controls
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## 🌍 Internationalization
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- ✅ Full Arabic support (RTL)
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- ✅ Full English support (LTR)
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- ✅ Bilingual data fields
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- ✅ Bilingual UI
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- ✅ Date localization
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- ✅ Number formatting
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## 📊 Reporting & Analytics
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- ✅ Module-specific reports
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- ✅ Cross-module reports
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- ✅ Custom date ranges
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- ✅ Export to multiple formats
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- ✅ Dashboard visualizations
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- ✅ Real-time statistics
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- ✅ Historical trending
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## 🔗 Integration Capabilities
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### Internal Integration
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- Contact Management → CRM (contacts to deals)
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- CRM → Projects (deals to projects)
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- CRM → HR (commissions)
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- CRM → Inventory (quotes to stock)
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- Projects → Inventory (materials)
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- Projects → HR (team members)
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- Marketing → Contacts (leads)
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- Marketing → CRM (qualified leads to deals)
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- HR → All Modules (permissions)
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### External Integration
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- ✅ RESTful API
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- ✅ Import/Export (Excel, CSV)
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- ✅ Email integration
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- ✅ WhatsApp Business API support
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- ✅ Biometric attendance systems
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## 🎨 User Experience
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### Interface Features
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- ✅ Modern, responsive design
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- ✅ Intuitive navigation
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- ✅ Quick search
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- ✅ Advanced filtering
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- ✅ Batch operations
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- ✅ Keyboard shortcuts
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- ✅ Customizable views
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- ✅ Mobile responsive
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### Productivity Features
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- ✅ Quick actions
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- ✅ Bulk operations
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- ✅ Templates
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- ✅ Saved searches
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- ✅ Favorites
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- ✅ Recent items
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- ✅ Notifications
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- ✅ Activity feed
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## 🚀 Performance & Scalability
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- ✅ Supports 50,000+ contacts initially
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- ✅ Designed for unlimited growth
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- ✅ Optimized database queries
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- ✅ Caching strategies
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- ✅ Pagination on all lists
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- ✅ Lazy loading
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- ✅ Background job processing
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## 🛠️ Technology Stack
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### Backend
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- Node.js + Express
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- TypeScript
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- PostgreSQL
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- Prisma ORM
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- JWT Authentication
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- RESTful API
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### Frontend
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- Next.js 14
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- React 18
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- TypeScript
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- Tailwind CSS
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- React Query
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- Axios
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### DevOps
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- Docker support
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- CI/CD ready
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- Environment-based configuration
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- Logging and monitoring
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## 📋 Business Rules
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### Contact Management
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- Unique ID generation per year
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- Duplicate prevention with exceptions
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- Merge history preservation
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- Relationship tracking with dates
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### CRM
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- Structure-based workflows
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- Stage-based permissions
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- Approval thresholds
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- Commission rules (configurable)
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- Quote versioning
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- Contract lifecycle
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### HR
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- **All system access controlled by HR**
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- Position-based permissions
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- Attendance policies
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- Leave policies
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- Salary calculation rules
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- Probation period tracking
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### Inventory
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- Stock level alerts
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- Transfer approvals
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- Valuation methods
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- Asset depreciation
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### Projects
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- Budget tracking
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- Time tracking
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- Milestone approvals
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- Resource allocation
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### Marketing
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- Campaign approvals
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- Budget limits
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- ROI thresholds
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- Lead scoring
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## 🎓 User Roles (Example)
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1. **General Manager**
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- Full system access
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- All approvals
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- Data export/import
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- Hard delete capability
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2. **Department Manager**
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- Department-level access
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- Approval authority
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- Team management
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- Reporting access
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3. **Team Member**
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- Assigned resources
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- Own data management
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- Limited reporting
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4. **Viewer**
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- Read-only access
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- No modifications
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- Limited data visibility
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## 📈 Success Metrics
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The system tracks and reports on:
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- Sales pipeline velocity
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- Conversion rates
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- Revenue by structure/source
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- Team performance
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- Customer satisfaction
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- Project completion rates
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- Resource utilization
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- Marketing ROI
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- Employee productivity
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---
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**Built with ❤️ for مجموعة أتمتة (Atmata Group)**
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*Enterprise-grade CRM system designed to scale with your business*
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