# Audit Modul 01 - Marketing Tender AHSP

## Kesimpulan

Modul 01 sudah cukup sesuai sebagai fondasi awal.

Status: **75% sesuai**

Yang sudah kuat:

- Lead Client sudah ada.
- Client bisa ambil dari `master_clients`.
- No lead auto sudah ada.
- Resource akses tender sudah ada.
- Password akses tender sudah dimasking di UI.
- Lampiran multiple sudah ada.
- Logo client sudah ada.
- Tender area, lokasi, scope type, scope pekerjaan sudah ada.
- Qualification score sudah ada.
- Competitor forecast sudah ada.
- Subvendor forecast sudah ada.
- Self perform forecast sudah ada.
- Setting akses marketing `own_only/all` sudah ada.
- Masking nominal `show/mask/hide` sudah ada.
- Task departemen + PIC user sudah ada.
- Detail project punya tab CRM.
- Handover ke project sudah ada saat status `won`.

## Flow Ideal Modul 01

```text
Marketing cari peluang
        |
        v
Input Lead Client
        |
        v
Tender Qualification
        |
        +-- Rejected / Hold -> arsip
        |
        v
Buat Task Departemen
        |
        +-- Engineering: RAB / BOQ / scope teknis
        +-- Administrasi: validasi dokumen
        +-- PPIC: schedule awal
        +-- Safety: JSA / metode kerja
        +-- HRD: manpower
        +-- Procurement: vendor / subvendor
        |
        v
Review Internal Quotation
        |
        v
Approval Internal
        |
        v
Submit Quotation ke Client
        |
        +-- Revisi client -> update quotation
        +-- Lost -> arsip
        |
        v
Client Approved
        |
        v
Tender Won
        |
        v
Create Project / Job Number
```

## Flow AHSP Saat Ini

```text
/lead-client
        |
        v
Input Lead + Tender Detail
        |
        v
Qualification
        |
        v
Task Departemen + PIC
        |
        v
Status lead diubah manual
        |
        v
Jika status = won
        |
        v
Create Project
        |
        v
/master-project RAB / Quotation
```

## Yang Sudah Sesuai

| Kebutuhan | Status | Bukti |
|---|---:|---|
| Master client | OK | `client_id`, `master_clients` |
| Lead client | OK | `/lead-client` |
| No lead auto | OK | `nextLeadNo()` |
| Nama proyek | OK | `project_name` |
| PIC marketing | OK | `pic_marketing`, `owner_user_id` |
| Contact person | OK | `contact_person`, `phone`, `email` |
| Sumber tender | OK | `source` |
| Resource akses tender | OK | `resource_access_url`, username, password |
| Masking password | OK | UI show/hide |
| Lampiran multiple | OK | `lead_client_attachments` |
| Logo client | OK | `client_logo_path` |
| Pick point location | OK | `location_lat`, `location_lng` |
| Tender area | OK | `tender_area` |
| Scope pekerjaan | OK | `scope_summary`, `work_scope_fields` |
| Estimasi UMR/meal/BBM/manpower | OK | field tersedia |
| Qualification score | OK | `weighted_bid_no_bid_v1` |
| Competitor forecast | OK | `competitors` di JSON |
| Subvendor forecast | OK | `sub_vendors` di JSON |
| Self perform forecast | OK | cost fields di JSON |
| Task departemen | OK | `lead_client_tasks` |
| PIC yang ditunjuk | OK | `pic_user_id` |
| Setting visibility marketing | OK | `lead_client.visibility_mode` |
| Masking nominal | OK | `amount_visibility` |
| Create project setelah won | OK | `createProject()` |

## Yang Belum Rapi / Belum Lengkap

| Area | Gap | Saran |
|---|---|---|
| Status flow | Status masih campur: `lead`, `estimating`, `won`, dll. | Rapikan ke status flow tender resmi. |
| Approval internal | Belum ada approval formal bertingkat. | Tambah approval quotation sebelum submit client. |
| Client approval | Belum dipisah jelas dari `won`. | Pakai `client_approved` lalu `won`. |
| Revisi quotation | Belum ada riwayat revisi formal. | Tambah revision log. |
| Dokumen departemen | Task ada, output dokumen belum modular. | Tambah attachment/output per task. |
| Handover | Sudah create project, tapi data RAB/quotation belum otomatis detail. | Handover summary dulu cukup. |
| Audit trail | Belum lengkap semua action. | Tambah log status change. |

## Jawaban

Aplikasi sudah sesuai untuk **Modul 01 versi awal**.

Belum selesai untuk versi ERP kontraktor penuh, karena approval internal, revision log, dan dokumen output per departemen masih perlu diperkuat.

## Prioritas Berikutnya

1. Rapikan status tender.
2. Tambah approval internal quotation.
3. Tambah revision log quotation/client.
4. Tambah output dokumen per task departemen.
5. Baru lanjut Modul 02: Project Setup.