User Story #701
openEPIC #699: Quote & Enquiry Management
Backend User Story 1 – Save Enquiry
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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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