zerp/FEATURES.md

# Z.CRM - Features Overview
## مجموعة أتمتة - نظام إدارة شامل

## 🎯 System Overview

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.

## 📦 Core Modules

### 1️⃣ Contact Management System (CMS)

**Purpose**: Centralized database for managing all types of contacts with complete historical records.

**Key Features:**
- ✅ Universal unique ID for every contact
- ✅ Support for all entity types (individuals, companies, holding companies, government entities)
- ✅ Hierarchical structure (holding → subsidiaries → branches → departments → people)
- ✅ Multi-category classification
- ✅ Duplicate detection and prevention
- ✅ Contact merging with full audit trail
- ✅ 360° contact history view
- ✅ Relationship management
- ✅ Custom fields (no-code)
- ✅ Advanced search and filtering
- ✅ Rating and scoring system
- ✅ Import/Export capabilities
- ✅ Soft delete (archiving)

**Duplicate Detection Based On:**
- Phone number
- Email address
- Name + Company
- Commercial register / Tax number

**Exceptions:**
- Only General Manager can override
- Sales Manager can be delegated
- Mandatory reason logging
- Full audit trail

### 2️⃣ CRM - Customer Relationship Management

**Purpose**: Complete sales cycle management from lead to post-sale follow-up.

**Key Features:**
- ✅ Lead to deal conversion
- ✅ Multiple sales structures (B2B, B2C, B2G, Partnerships)
- ✅ Customizable pipelines per structure
- ✅ Quotation management with versioning
- ✅ Cost sheet creation and management
- ✅ Multi-level approval workflows
- ✅ Contract management
- ✅ Invoice generation
- ✅ Win/Loss tracking
- ✅ Commission calculations
- ✅ Activity logging (calls, meetings, emails)
- ✅ Deal scoring and probability
- ✅ Fiscal year tracking
- ✅ Post-sale follow-up
- ✅ Upsell/Cross-sell opportunities

**Sales Structures:**
- **B2B**: Company to company sales
- **B2C**: Direct to consumer
- **B2G**: Government tenders and contracts
- **Partnerships**: Strategic partnerships

**Pipeline Stages:**
- Open
- Qualified
- Negotiation
- Proposal Sent
- Pending Approval
- Won
- Lost
- On Hold

### 3️⃣ Inventory & Asset Management

**Purpose**: Comprehensive inventory and fixed asset tracking.

**Key Features:**
- ✅ Multi-warehouse management
- ✅ Hierarchical warehouse structure
- ✅ Product catalog with categories
- ✅ Serial number tracking
- ✅ Batch/Lot tracking
- ✅ Stock movement tracking
- ✅ Inter-warehouse transfers
- ✅ Stock alerts (min/max levels)
- ✅ Asset lifecycle management
- ✅ Depreciation calculation
- ✅ Maintenance scheduling
- ✅ Asset assignment to employees
- ✅ Physical inventory/stock count
- ✅ Valuation methods (FIFO/LIFO/Average)
- ✅ Integration with CRM and Projects

**Warehouse Types:**
- Main warehouse
- Branch warehouses
- Project sites
- Virtual warehouses (in-transit, on-order)

**Asset Management:**
- Purchase tracking
- Assignment to employees/departments
- Maintenance history
- Depreciation calculation
- Retirement and disposal

### 4️⃣ Tasks & Projects Management

**Purpose**: Complete project lifecycle and task management.

**Key Features:**
- ✅ Project planning and scheduling
- ✅ Hierarchical task structure
- ✅ Project phases and milestones
- ✅ Team member assignment
- ✅ Time tracking
- ✅ Budget management
- ✅ Expense tracking
- ✅ Gantt chart visualization
- ✅ Task dependencies
- ✅ Progress tracking
- ✅ Document management
- ✅ Client approval workflow
- ✅ Integration with CRM (deals → projects)
- ✅ Integration with Inventory (materials)
- ✅ Integration with HR (team members)

**Project Types:**
- Internal projects
- Client projects
- Implementation/Installation
- Maintenance and support
- Government contracts

**Task Statuses:**
- Todo
- In Progress
- Review
- Completed
- Cancelled

### 5️⃣ HR Management System

**Purpose**: Complete human resources management - the gatekeeper for all system access.

**Key Features:**

**Employee Management:**
- ✅ Complete employee profiles
- ✅ Employment contracts
- ✅ Document management
- ✅ Organizational chart
- ✅ Reporting structure

**Attendance & Time:**
- ✅ Attendance tracking
- ✅ Biometric integration support
- ✅ Shift management
- ✅ Overtime calculation
- ✅ Remote work support

**Leave Management:**
- ✅ Leave request workflow
- ✅ Multi-level approvals
- ✅ Leave balance tracking
- ✅ Leave types (annual, sick, unpaid, emergency)
- ✅ Leave carry-forward

**Payroll & Compensation:**
- ✅ Salary calculation
- ✅ Allowances
- ✅ Deductions
- ✅ Commission calculations (linked to CRM)
- ✅ Overtime pay
- ✅ Payslip generation

**Performance Management:**
- ✅ Performance evaluations
- ✅ KPI tracking
- ✅ Goal setting
- ✅ Performance-based incentives

**Training & Development:**
- ✅ Training plans
- ✅ Course tracking
- ✅ Certification management

**Disciplinary Actions:**
- ✅ Warning system
- ✅ Violation tracking
- ✅ Audit trail

**Exit Management:**
- ✅ Resignation processing
- ✅ Exit clearance
- ✅ Final settlement
- ✅ Automatic access revocation

**🔐 Critical HR Requirement:**
> 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.

### 6️⃣ Marketing Management

**Purpose**: Marketing campaign management and lead generation.

**Key Features:**
- ✅ Multi-channel campaigns (Email, WhatsApp, Social Media)
- ✅ Campaign planning and budgeting
- ✅ Lead generation and tracking
- ✅ Exhibition and event management
- ✅ Template management
- ✅ Campaign scheduling
- ✅ ROI calculation
- ✅ Performance analytics
- ✅ A/B testing support
- ✅ Lead qualification workflow
- ✅ Integration with Contacts (lead → contact)
- ✅ Integration with CRM (qualified leads → deals)
- ✅ Long-term ROI tracking

**Campaign Types:**
- Email marketing
- WhatsApp campaigns
- Social media
- Exhibitions
- Multi-channel (Omni-channel)

**Campaign Metrics:**
- Sent count
- Open rate
- Click rate
- Response rate
- Leads generated
- Conversions
- ROI

## 🔒 Security & Compliance

### Authentication & Authorization
- ✅ JWT-based authentication
- ✅ Role-based access control (RBAC)
- ✅ Position-based permissions
- ✅ Module-level permissions
- ✅ Resource-level permissions
- ✅ Action-level permissions
- ✅ Field-level permissions
- ✅ Delegation support

### Audit & Compliance
- ✅ Complete audit logging
- ✅ Change tracking (before/after)
- ✅ User action tracking
- ✅ IP address logging
- ✅ Reason requirement for sensitive operations
- ✅ Approval workflows
- ✅ Data masking for sensitive information
- ✅ 7-year audit retention

### Data Protection
- ✅ Soft delete (no default hard delete)
- ✅ Archive functionality
- ✅ Backup support
- ✅ Data encryption support
- ✅ Privacy controls

## 🌍 Internationalization

- ✅ Full Arabic support (RTL)
- ✅ Full English support (LTR)
- ✅ Bilingual data fields
- ✅ Bilingual UI
- ✅ Date localization
- ✅ Number formatting

## 📊 Reporting & Analytics

- ✅ Module-specific reports
- ✅ Cross-module reports
- ✅ Custom date ranges
- ✅ Export to multiple formats
- ✅ Dashboard visualizations
- ✅ Real-time statistics
- ✅ Historical trending

## 🔗 Integration Capabilities

### Internal Integration
- Contact Management → CRM (contacts to deals)
- CRM → Projects (deals to projects)
- CRM → HR (commissions)
- CRM → Inventory (quotes to stock)
- Projects → Inventory (materials)
- Projects → HR (team members)
- Marketing → Contacts (leads)
- Marketing → CRM (qualified leads to deals)
- HR → All Modules (permissions)

### External Integration
- ✅ RESTful API
- ✅ Import/Export (Excel, CSV)
- ✅ Email integration
- ✅ WhatsApp Business API support
- ✅ Biometric attendance systems

## 🎨 User Experience

### Interface Features
- ✅ Modern, responsive design
- ✅ Intuitive navigation
- ✅ Quick search
- ✅ Advanced filtering
- ✅ Batch operations
- ✅ Keyboard shortcuts
- ✅ Customizable views
- ✅ Mobile responsive

### Productivity Features
- ✅ Quick actions
- ✅ Bulk operations
- ✅ Templates
- ✅ Saved searches
- ✅ Favorites
- ✅ Recent items
- ✅ Notifications
- ✅ Activity feed

## 🚀 Performance & Scalability

- ✅ Supports 50,000+ contacts initially
- ✅ Designed for unlimited growth
- ✅ Optimized database queries
- ✅ Caching strategies
- ✅ Pagination on all lists
- ✅ Lazy loading
- ✅ Background job processing

## 🛠️ Technology Stack

### Backend
- Node.js + Express
- TypeScript
- PostgreSQL
- Prisma ORM
- JWT Authentication
- RESTful API

### Frontend
- Next.js 14
- React 18
- TypeScript
- Tailwind CSS
- React Query
- Axios

### DevOps
- Docker support
- CI/CD ready
- Environment-based configuration
- Logging and monitoring

## 📋 Business Rules

### Contact Management
- Unique ID generation per year
- Duplicate prevention with exceptions
- Merge history preservation
- Relationship tracking with dates

### CRM
- Structure-based workflows
- Stage-based permissions
- Approval thresholds
- Commission rules (configurable)
- Quote versioning
- Contract lifecycle

### HR
- **All system access controlled by HR**
- Position-based permissions
- Attendance policies
- Leave policies
- Salary calculation rules
- Probation period tracking

### Inventory
- Stock level alerts
- Transfer approvals
- Valuation methods
- Asset depreciation

### Projects
- Budget tracking
- Time tracking
- Milestone approvals
- Resource allocation

### Marketing
- Campaign approvals
- Budget limits
- ROI thresholds
- Lead scoring

## 🎓 User Roles (Example)

1. **General Manager**
   - Full system access
   - All approvals
   - Data export/import
   - Hard delete capability

2. **Department Manager**
   - Department-level access
   - Approval authority
   - Team management
   - Reporting access

3. **Team Member**
   - Assigned resources
   - Own data management
   - Limited reporting

4. **Viewer**
   - Read-only access
   - No modifications
   - Limited data visibility

## 📈 Success Metrics

The system tracks and reports on:
- Sales pipeline velocity
- Conversion rates
- Revenue by structure/source
- Team performance
- Customer satisfaction
- Project completion rates
- Resource utilization
- Marketing ROI
- Employee productivity

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**Built with ❤️ for مجموعة أتمتة (Atmata Group)**

*Enterprise-grade CRM system designed to scale with your business*