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User Story #701

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EPIC #699: Quote & Enquiry Management

Backend User Story 1 – Save Enquiry

Added by Islam Mansoori about 1 month ago.

Status:
To Do
Priority:
low
Assignee:
-
Target version:
Start date:
Due date:
% Done:

0%

Estimated time:

Description

Backend User Story 1 – Save Enquiry

User Story ID: BE-QEM-001

Title: Create Enquiry Record

User Story

As a system,

I want to save every enquiry,

So that travel consultants can prepare quotations.

Acceptance Criteria

  • Validate mandatory fields.
  • Generate unique Enquiry ID.
  • Generate Booking Reference Number.
  • Save enquiry.
  • Save traveller details.
  • Save package reference.
  • Save enquiry timestamp.
  • Store enquiry source (B2C/B2B).
  • Default status = Received.

Backend User Story 2 – Auto Create Customer Profile

User Story ID: BE-QEM-002

Title: Create Customer Account from Google Profile

User Story

As a system,

I want to automatically create customer records,

So that repeat enquiries can be managed efficiently.

Acceptance Criteria

  • Check existing email.
  • Create new customer if not exists.
  • Save Google Name.
  • Save Email.
  • Save Profile Photo.
  • Save Mobile Number.
  • Link enquiry with customer.
  • Avoid duplicate accounts.

Backend User Story 3 – Trigger Notifications

User Story ID: BE-QEM-003

Title: Send Enquiry Notifications

User Story

As a system,

I want to notify both customer and admin,

So that enquiry processing begins immediately.

Acceptance Criteria

  • Send confirmation email to customer.
  • Include Booking Reference.
  • Include expected turnaround time.
  • Notify Admin.
  • Record notification status.
  • Retry failed notifications.

Backend User Story 4 – Push Enquiry to Admin Inbox

User Story ID: BE-QEM-004

Title: Create Admin Enquiry Pipeline Record

User Story

As a system,

I want every enquiry to appear in the admin enquiry inbox,

So that the quotation workflow can begin.

Acceptance Criteria

  • Create enquiry workflow record.
  • Status = Received.
  • Assign enquiry timestamp.
  • Link package.
  • Link customer.
  • Link supplier (if applicable).
  • Display in Admin Dashboard.
  • Maintain status history.

Backend User Story 5 – Audit & Activity Logging

User Story ID: BE-QEM-005

Title: Record Enquiry Activity Logs

User Story

As a system,

I want to maintain audit logs,

So that enquiry activities can be tracked.

Acceptance Criteria

  • Log enquiry creation.
  • Log customer creation.
  • Log notification events.
  • Log API failures.
  • Record IP Address.
  • Record Device Type.
  • Record Browser.
  • Record User ID.
  • Store timestamps for every activity.

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