docs(sales): 用真实的视图名册重写 accounts / leads / contacts / quotes 四页的「标准列表视图」

.changeset/sales-list-view-rosters.md

@@ -0,0 +1,52 @@
+---
+'hotcrm': patch
+---
+
+Rewrite the "Standard list views" section on the Accounts, Leads, Contacts and
+Quotes documentation against the views those objects actually ship.
+
+Same defect as the Opportunities page fixed in #757, on four more pages (and
+their zh-Hans / zh-Hant siblings): the rosters were invented. Accounts listed
+*All Customers*, *Top Accounts by Revenue*, *Inactive Accounts*, *By Industry*
+and *Recently Updated* — none of which exist — while never mentioning the five
+views that do: **Account Cards**, **Accounts by Location**, **Enterprise
+Accounts**, **🔄 Upcoming Renewals** and **⚠️ At-Risk Accounts**. Contacts and
+Quotes each advertised five views where only three exist. Leads advertised five,
+of which one was real, and hid three working queues plus the kanban, calendar
+and gallery views. A reader looking for any of those names in the product found
+nothing under it, and the queues with the most business value were the ones
+nobody was told about.
+
+Each page now carries the real roster measured against its `*.view.ts`
+declaration — what the view filters on, how it sorts, and where it is reached
+from — plus the behaviour that makes an empty list readable:
+
+- **Accounts** — seven views. The two customer-success queues get their own
+  note: both are scoped to **Type = Customer** before anything else, and both
+  read hand-maintained fields (Health Score has no default, Next Renewal Date
+  can be blank), so an empty *At-Risk Accounts* is missing data rather than a
+  broken filter. Also corrected: **Enterprise Accounts** is a revenue cut
+  (Annual Revenue ≥ $10M), *not* the Customer Tier field — an account tiered
+  *Enterprise* at $5M is not in it; and the map plots **Office Location**, not
+  the billing address.
+- **Leads** — eight views, the full switcher. **🔥 Hot Leads** is documented as
+  it behaves: its cut is 4.5 stars against a whole-star rating, so it is the
+  5-star queue, and a 4-star lead is on **High Priority** — the old page called
+  Hot Leads "rating ≥ 4 stars", which is the other view's filter. The rep tip
+  that pointed at a nonexistent *Today's Follow-ups* view now says what the
+  Next Follow-up Date really drives: the sort order of Hot Leads, stamped
+  automatically on intake (tomorrow at 4+ stars, three days otherwise) and
+  re-stamped by **Schedule Follow-up**.
+- **Contacts** — three views, with the account-grouped default explained and a
+  plain statement that no owner-filtered view exists, since contact visibility
+  follows the account anyway.
+- **Quotes** — three views, none of them filtered, and why that works: status is
+  the filter (the nightly sweep keeps *Expired* honest) and Expiration Date is
+  sortable. A fresh org has no quotes at all until the first **Generate Quote**,
+  and these views declare no empty-state text, so the page says an empty grid is
+  expected there.
+
+English pages use the metadata labels; the zh pages use the names from the
+zh-CN locale bundle.
+
+Fixes #758.

content/docs/sales/accounts.mdx

@@ -110,12 +110,25 @@ Admins can change these rules — see [Administration › Sharing](/docs/adminis
 
 ## Standard list views
 
-- **My Accounts** — accounts you own.
-- **All Customers** — active customers.
-- **Top Accounts by Revenue** — biggest first.
-- **Inactive Accounts** — `is_active = false`, for clean-up.
-- **By Industry** — grouped.
-- **Recently Updated** — what changed last.
+Accounts opens on **All Accounts**, and the switcher along the top of the list carries seven saved views — these, and nothing else:
+
+| View | What it shows |
+| --- | --- |
+| **All Accounts** *(the landing view)* | Every account whatever its type, highest **Annual Revenue** first. Annual Revenue carries a column total and **Employees** a column average, so the header line is the whole book at a glance. Rows are tinted by the **Active** flag — the grey rows are the inactive ones (`is_active = false`), which is where retired accounts stay visible instead of needing a list of their own. 50 rows a page, export to CSV or XLSX, and with rows selected: **Update Tier**, **Transfer Owner**, **Delete**. |
+| **Account Cards** | The same accounts as branded cards — industry, annual revenue, employees, phone, website and owner under the account name. |
+| **Accounts by Location** | Accounts plotted on a map. The pin comes from **Office Location**, not from the billing address, so an account that has a billing address but no office location is missing from this view — and only from this view. |
+| **Enterprise Accounts** | Accounts with **Annual Revenue of $10M or more**, biggest first, with quick-filter dropdowns for **Industry** (with a count per value), **Type** and **Owner** above the grid. This is a revenue cut, not the **Customer Tier** field: an account you tiered *Enterprise* at $5M of revenue is not here. |
+| **My Accounts** | The accounts you own, most recently active first (**Last Activity Date**, descending). |
+| **🔄 Upcoming Renewals** | Customers that have a **Next Renewal Date**, soonest first. It is not windowed to a number of days — every customer with a renewal date on file is listed, and the sort is what puts the next few weeks on top. The columns are the renewal ones: tier, health score, renewal date, renewal owner (the CSM) and annual revenue. |
+| **⚠️ At-Risk Accounts** | Customers whose **Health Score** is *At Risk* or *Churning* — the customer-success working queue, with segment, renewal owner and last activity date alongside. |
+
+### Why the two customer-success queues can be empty
+
+**Upcoming Renewals** and **At-Risk Accounts** both read the fields on the **Customer Success** section of the account form (Tier, Segment, Health Score, Renewal Owner, Next Renewal Date), and both are scoped to **Type = Customer** before anything else:
+
+- A prospect or a partner never appears in either, however the renewal fields are filled in. Promote the account to *Customer* first — activating a contract does that for you.
+- **Health Score** is maintained by hand by whoever owns the relationship and has no default value. On an org where nobody sets it, *At-Risk Accounts* is empty — that is missing data, not a broken filter.
+- Likewise a customer with no **Next Renewal Date** is invisible to *Upcoming Renewals*. Both fields sit together on the same form section, so filling one is the moment to fill the other.
 
 ## Tips for sales reps
 

content/docs/sales/accounts.zh-Hans.mdx

@@ -102,12 +102,25 @@ Acme Corp Global
 
 ## 标准列表视图
 
-- **我的客户**——你负责的客户。
-- **所有客户**——活跃的客户。
-- **按营收排名的顶级客户**——最大的在前。
-- **非活跃客户**——`is_active = false`，用于清理。
-- **按行业**——分组。
-- **最近更新**——上次更改的内容。
+客户列表默认打开**全部客户**，列表顶部的视图切换器里就是下面这七个已保存视图——只有这七个：
+
+| 视图 | 展示什么 |
+| --- | --- |
+| **全部客户**（默认打开） | 不分类型的完整台账，按**年营收**由高到低排列。**年营收**列带合计、**员工人数**列带平均值，抬头这一行就是整本账的概览。行按**是否活跃**着色——灰色的就是已停用（`is_active = false`）的客户；停用记录留在这里，不另设一张清理用的列表。每页 50 行，可导出 CSV / XLSX；勾选记录后可批量执行**更新客户分层**、**转移负责人**、**删除**。 |
+| **客户卡片** | 同一批客户以品牌色卡片呈现——客户名下面是行业、年营收、员工人数、电话、网站和负责人。 |
+| **客户地图** | 客户按地理位置落在地图上。图钉取自**办公地点**，而不是账单地址：只填了账单地址、没填办公地点的客户不会出现在这张图上——也只在这张图上缺席。 |
+| **企业客户** | **年营收 ≥ 1000 万美元**的客户，金额大的在前；网格上方还有**行业**（带每个取值的记录数）、**类型**、**客户负责人**三个快捷筛选下拉。注意这是按营收切的，不是按**客户分层**字段：一个被标成"企业客户"分层、年营收却只有 500 万的客户不在这里。 |
+| **我的客户** | 你负责的客户，按**最近活动日期**由近及远排列。 |
+| **🔄 即将续约** | 填了**下次续约日期**的正式客户，最近到期的排在最上面。它没有按天数开窗——只要档案里有续约日期就会列出来，是排序把最近几周顶到了前面。列也都是续约要看的：客户分层、健康度、续约日期、续约负责人（CSM）、年营收。 |
+| **⚠️ 风险客户** | **健康度**为*风险*或*流失中*的正式客户——客户成功团队的工作队列，同行还有客户细分、续约负责人和最近活动日期。 |
+
+### 这两个客户成功队列为什么会是空的
+
+**即将续约**和**风险客户**读的都是客户上那组客户成功字段（客户分层、客户细分、健康度、续约负责人、下次续约日期），而且都先按**类型 = 正式客户**过滤：
+
+- 潜在客户和合作伙伴永远不会出现在这两张列表里，续约字段填得再全也一样。先把客户提升为*正式客户*——激活合同会自动做这件事。
+- **健康度**由维护这段客户关系的人手工填写，没有默认值。组织里没人填过它，*风险客户*就是空的——那是数据缺口，不是过滤条件坏了。
+- **下次续约日期**同理：没填的正式客户对*即将续约*而言并不存在。这两个字段就挨在一起，填一个的时候顺手把另一个也填上。
 
 ## 给销售代表的提示
 

content/docs/sales/accounts.zh-Hant.mdx

@@ -102,12 +102,25 @@ Acme Corp Global
 
 ## 標準列表視圖
 
-- **我的客戶**——你負責的客戶。
-- **所有客戶**——活躍的客戶。
-- **按營收排名的頂級客戶**——最大的在前。
-- **非活躍客戶**——`is_active = false`，用於清理。
-- **按產業**——分組。
-- **最近更新**——上次更改的內容。
+客戶列表預設打開**全部客戶**，列表頂部的視圖切換器裡就是下面這七個已儲存視圖——只有這七個：
+
+| 視圖 | 展示什麼 |
+| --- | --- |
+| **全部客戶**（預設打開） | 不分類型的完整帳冊，按**年營收**由高到低排列。**年營收**欄帶合計、**員工人數**欄帶平均值，抬頭這一列就是整本帳的概覽。列按**是否活躍**著色——灰色的就是已停用（`is_active = false`）的客戶；停用記錄留在這裡，不另設一張清理用的列表。每頁 50 列，可匯出 CSV / XLSX；勾選記錄後可批次執行**更新客戶分層**、**轉移負責人**、**刪除**。 |
+| **客戶卡片** | 同一批客戶以品牌色卡片呈現——客戶名下面是產業、年營收、員工人數、電話、網站和負責人。 |
+| **客戶地圖** | 客戶按地理位置落在地圖上。圖釘取自**辦公地點**，而不是帳單地址：只填了帳單地址、沒填辦公地點的客戶不會出現在這張圖上——也只在這張圖上缺席。 |
+| **企業客戶** | **年營收 ≥ 1000 萬美元**的客戶，金額大的在前；網格上方還有**產業**（帶每個取值的記錄數）、**類型**、**客戶負責人**三個快捷篩選下拉。注意這是按營收切的，不是按**客戶分層**欄位：一個被標成「企業客戶」分層、年營收卻只有 500 萬的客戶不在這裡。 |
+| **我的客戶** | 你負責的客戶，按**最近活動日期**由近及遠排列。 |
+| **🔄 即將續約** | 填了**下次續約日期**的正式客戶，最近到期的排在最上面。它沒有按天數開窗——只要檔案裡有續約日期就會列出來，是排序把最近幾週頂到了前面。欄位也都是續約要看的：客戶分層、健康度、續約日期、續約負責人（CSM）、年營收。 |
+| **⚠️ 風險客戶** | **健康度**為*風險*或*流失中*的正式客戶——客戶成功團隊的工作佇列，同列還有客戶細分、續約負責人和最近活動日期。 |
+
+### 這兩個客戶成功佇列為什麼會是空的
+
+**即將續約**和**風險客戶**讀的都是客戶上那組客戶成功欄位（客戶分層、客戶細分、健康度、續約負責人、下次續約日期），而且都先按**類型 = 正式客戶**過濾：
+
+- 潛在客戶和合作夥伴永遠不會出現在這兩張列表裡，續約欄位填得再全也一樣。先把客戶提升為*正式客戶*——啟用合約會自動做這件事。
+- **健康度**由維護這段客戶關係的人手工填寫，沒有預設值。組織裡沒人填過它，*風險客戶*就是空的——那是資料缺口，不是過濾條件壞了。
+- **下次續約日期**同理：沒填的正式客戶對*即將續約*而言並不存在。這兩個欄位就挨在一起，填一個的時候順手把另一個也填上。
 
 ## 給銷售代表的提示
 

content/docs/sales/contacts.mdx

@@ -70,11 +70,15 @@ This makes the security story simple: get the account-sharing right and contacts
 
 ## Standard list views
 
-- **My Contacts** — contacts you own.
-- **Primary Contacts** — `is_primary = true`.
-- **Decision Makers** — title contains "VP", "Chief", or "Director".
-- **By Title** — grouped.
-- **Recently Added** — newest first.
+Contacts opens on **All Contacts**, and the switcher carries three saved views — these, and nothing else:
+
+| View | What it shows |
+| --- | --- |
+| **All Contacts** *(the landing view)* | Every contact, **grouped by account with the groups collapsed**: you expand the account you are working on instead of scrolling one flat roster. Inside a group, people are ordered by last name A→Z, with avatar, account, title, department, email, phone and owner on the row. 50 rows a page, export to CSV or XLSX. |
+| **People Directory** | The same people as photo cards, each card fronted by the contact's avatar — the fastest way to put faces to an account team before a meeting. Name, title, department, email, phone and account are on the card. |
+| **Primary Contacts** | Only the contacts flagged as primary — one per account, as described above — ordered by account. This is the list worth reviewing before a quote run or a mail-merge, because it is exactly the set every default draws from. |
+
+There is no owner-filtered contact view, and none is needed for access: contacts are not shared on their own, they inherit the account's sharing (see above). To work "your" people, start from **My Accounts** on the [Accounts](./accounts) list and open the account, or expand your accounts' groups on **All Contacts**.
 
 ## How the AI Copilot uses contacts
 

content/docs/sales/contacts.zh-Hans.mdx

@@ -70,11 +70,15 @@ CEO
 
 ## 标准列表视图
 
-- **我的联系人**——你负责的联系人。
-- **主要联系人**——`is_primary = true`。
-- **决策者**——职位包含 "VP"、"Chief" 或 "Director"。
-- **按职位**——分组。
-- **最近添加**——最新的在前。
+联系人列表默认打开**全部联系人**，切换器里就是下面这三个已保存视图——只有这三个：
+
+| 视图 | 展示什么 |
+| --- | --- |
+| **全部联系人**（默认打开） | 所有联系人，**按所属客户分组，分组默认折叠**：你展开正在跟的那个客户，而不是从一张平铺的大名单里翻。组内按姓氏 A→Z 排序，行上是头像、所属客户、职位、部门、邮箱、电话和负责人。每页 50 行，可导出 CSV / XLSX。 |
+| **联系人目录** | 同一批人以照片卡片呈现，卡片正面就是联系人头像——开会前把人和脸对上最快的一屏。卡片上有姓名、职位、部门、邮箱、电话和所属客户。 |
+| **主要联系人** | 只列被标记为**主要联系人**的人（每个客户一个，见上文），按所属客户排列。发报价或群发邮件之前值得过一遍这张表，因为各处的默认联系人正是从这一批里取的。 |
+
+没有"我的联系人"这类按负责人过滤的视图；就可见性而言也不需要：联系人不单独共享，而是继承所属客户的共享（见上文）。想看"自己的人"，从[客户](./accounts)列表的**我的客户**进入客户记录，或者在**全部联系人**里展开自己那几个客户的分组。
 
 ## AI Copilot 如何使用联系人
 

content/docs/sales/contacts.zh-Hant.mdx

@@ -70,11 +70,15 @@ CEO
 
 ## 標準列表視圖
 
-- **我的聯絡人**——你負責的聯絡人。
-- **主要聯絡人**——`is_primary = true`。
-- **決策者**——職位包含 "VP"、"Chief" 或 "Director"。
-- **按職位**——分組。
-- **最近新增**——最新的在前。
+聯絡人列表預設打開**全部聯絡人**，切換器裡就是下面這三個已儲存視圖——只有這三個：
+
+| 視圖 | 展示什麼 |
+| --- | --- |
+| **全部聯絡人**（預設打開） | 所有聯絡人，**按所屬客戶分組，分組預設摺疊**：你展開正在跟的那個客戶，而不是從一張平鋪的大名單裡翻。組內按姓氏 A→Z 排序，列上是頭像、所屬客戶、職位、部門、郵箱、電話和負責人。每頁 50 列，可匯出 CSV / XLSX。 |
+| **聯絡人目錄** | 同一批人以照片卡片呈現，卡片正面就是聯絡人頭像——開會前把人和臉對上最快的一屏。卡片上有姓名、職位、部門、郵箱、電話和所屬客戶。 |
+| **主要聯絡人** | 只列被標記為**主要聯絡人**的人（每個客戶一個，見上文），按所屬客戶排列。發報價或群發郵件之前值得過一遍這張表，因為各處的預設聯絡人正是從這一批裡取的。 |
+
+沒有「我的聯絡人」這類按負責人過濾的視圖；就可見性而言也不需要：聯絡人不單獨共享，而是繼承所屬客戶的共享（見上文）。想看「自己的人」，從[客戶](./accounts)列表的**我的客戶**進入客戶記錄，或者在**全部聯絡人**裡展開自己那幾個客戶的分組。
 
 ## AI Copilot 如何使用聯絡人