# NexusCRM Chrome Exploration Map

> Generated 2026-03-29 via dev-browser against https://nexuscrm.pingcap.com/
> Backend: NexusCRM (nexuscrm.pingcap.com)

---

## Exploration Task Index

All exploration tasks are in `explore/` subdirectories. Each document defines operation paths, screenshot checkpoints, and a results table.

| # | Area | Document | Paths | Priority | Known Scenarios |
|---|------|----------|-------|----------|----------------|
| 1 | **Global (Shell)** | [`global/app-shell.md`](explore/global/app-shell.md) | 8 | P1 | — |
| 2 | **Lead** | [`lead/operations.md`](explore/lead/operations.md) | 14 | P1 | LEAD-001 |
| 3 | **Account** | [`account/operations.md`](explore/account/operations.md) | 9 | P1 | DATA-001, VAL-004 |
| 4 | **Opportunity** | [`opportunity/operations.md`](explore/opportunity/operations.md) | 8 | P2 | — |
| 5 | **Quote** | [`quote/operations.md`](explore/quote/operations.md) | 11 | P1 | LABEL-001~003, LIST-001, APPR-004~006 |
| 6 | **Contract** | [`contract/operations.md`](explore/contract/operations.md) | 6 | P3 | — |
| 7 | **Order** | [`order/operations.md`](explore/order/operations.md) | 6 | P3 | — |
| 8 | **Approvals** | [`approvals/operations.md`](explore/approvals/operations.md) | 12 | P1 | APPR-002~006 |
| 9 | **Flows** | [`flows/operations.md`](explore/flows/operations.md) | 9 | P1 | FLOW-001, FLOW-002 |
| 10 | **Setup** | [`setup/operations.md`](explore/setup/operations.md) | 20 | P2 | OBJ-001 |
| 11 | **Tasks & Calendar** | [`tasks-calendar/operations.md`](explore/tasks-calendar/operations.md) | 6 | P3 | — |
| 12 | **Reports & Dashboards** | [`reports-dashboards/operations.md`](explore/reports-dashboards/operations.md) | 6 | P3 | — |

**Total: 115 operation paths across 12 areas**

---

## Agent Assignment Plan

### Batch 1 — P1 (parallel, 5 agents)

| Agent | Areas | Paths | Est. Time |
|-------|-------|-------|-----------|
| A | Global + Lead | 8 + 14 = 22 | ~15 min |
| B | Account | 9 | ~10 min |
| C | Quote | 11 | ~12 min |
| D | Approvals | 12 | ~12 min |
| E | Flows | 9 | ~10 min |

### Batch 2 — P2 (parallel, 2 agents)

| Agent | Areas | Paths | Est. Time |
|-------|-------|-------|-----------|
| F | Opportunity + Setup | 8 + 20 = 28 | ~20 min |
| G | Contract + Order + Tasks + Reports | 6+6+6+6 = 24 | ~15 min |

---

## App Structure (Observed 2026-03-29)

### App Shell (Global)

| Component | URL / Location | Status | Notes |
|-----------|---------------|--------|-------|
| Top Bar | all pages | OK | Logo, App Switcher ("Sales"), Global Search, User Menu ("IZ") |
| App Switcher | button "Sales" | OK | Shows current app; dropdown to switch |
| Global Search | combobox "Search..." | OK | Scope selector "Search: All" |
| Sidebar Nav | all pages | OK | 15 items (see below) |
| Badge: Approvals | sidebar | OK | Shows "99+" with count 275 |
| Connection Badge | top-right | OK | "Salesforce-direct mode (OAuth)" |
| Build Version | top-right | OK | v17724406 (3/2/2026) |

### Sidebar Navigation Items

| # | Label | URL | Type |
|---|-------|-----|------|
| 1 | Home | `/` | Business |
| 2 | Leads | `/object/Lead` | Business |
| 3 | Accounts | `/object/Account` | Business |
| 4 | Account Plans | `/object/pqcrush__Account_Plan__c` | Business (custom) |
| 5 | Opportunities | `/object/Opportunity` | Business |
| 6 | Cloud User Request | `/object/PoC__c` | Business (custom) |
| 7 | Quotes | `/object/Quote` | Business |
| 8 | Contracts | `/object/Contract` | Business |
| 9 | Orders | `/object/Order` | Business |
| 10 | Reports | `/object/Report` | Business |
| 11 | Collections | `/object/Invoice_Collection__c` | Business (custom) |
| 12 | Dashboards | `/object/Dashboard` | Business |
| 13 | Calendar | `/object/Event` | Business |
| 14 | Tasks | `/object/Task` | Business |
| 15 | Analytics | `/dashboards` | Business |
| — | Setup | `/setup` | System |
| — | Approvals (275) | `/approvals` | System |
| — | Flows | `/setup/flows` | System |
| — | Recycle Bin | `/recyclebin` | System |

---

## Business Object Pages (Observed)

Each object page follows the same **List View** pattern:
- Quick Analytics cards (top)
- List view: column headers, rows, pagination "(100)" or "(0)"
- Toolbar: Columns, Refresh, Filters, New {Object}

| Object | URL | Records | List Columns | Has Data? |
|--------|-----|---------|-------------|-----------|
| Lead | `/object/Lead` | 100 | Full Name, Status, Last Name, Company, Email Opt Out, Converted | YES |
| Account | `/object/Account` | 0 | Account Name, Important, Online CSA Accepted, Internal User, Account ID, FY22 Cloud IB | NO (on this session) |
| Opportunity | `/object/Opportunity` | 0 | Name, Stage, Forecast Category, Close Date, ClosedWon | NO |
| Quote | `/object/Quote` | 0 | Quote Number, Payment Term, Payment Frequency, Order Method, Quote Number, Syncing | NO |
| Contract | `/object/Contract` | 0 | Contract Auto Number, Status, Status Category, Archived, Email, Non-Standard Contract | NO |
| Order | `/object/Order` | 0 | Order Number, Order Amount, Status, Status Category, Currency ISO Code, Order Start Date | NO |
| Task | `/object/Task` | 0 | Subject, Status, Priority, High Priority, Closed, Archived | NO |
| Event/Calendar | `/object/Event` | 0 | Subject, All-Day Event, Private, Is Child, Is Group Event, Archived | NO |
| Report | `/object/Report` | 0 | Report Name, Format, Report Unique Name, Folder Name, Description, Namespace Prefix | NO |

### Common List View Features (to test per object)
- [ ] Quick Analytics cards — relevant metrics vs junk fields
- [ ] Column picker — selected count, available count, persistence
- [ ] Filters — basic filter UI
- [ ] New {Object} — create form, field labels, required fields
- [ ] Row click / double-click — detail page navigation
- [ ] Detail page — field layout, edit form, related lists
- [ ] Edit form — field labels (Label vs ApiName), save behavior, validation errors

---

## Approvals System (Observed)

| Page | URL | Status | Notes |
|------|-----|--------|-------|
| Approval Queue | `/approvals` | **275 pending** | All show "Unknown" record / "Record" object / "—" comments |
| Approval Processes | `/setup/approval-processes` | 204 processes, 45 active, 274 pending | List with Name, API Name, Object, Pending, Last Modified |

### Approval Queue Observations
- RECORD column: ALL show **"Unknown"** (not resolved to actual name)
- OBJECT column: ALL show **"Record"** (not resolved to object type)
- COMMENTS column: ALL show **"—"** (comments not displayed)
- Actions: Approve / Reject / Reassign buttons present
- Timestamps visible (e.g., "Mar 28, 2026, 01:05 PM")

---

## Automation — Flows (Observed)

| Page | URL | Status | Notes |
|------|-----|--------|-------|
| Flow List | `/setup/flows` | OK | Tabs: Flows / Approval Processes; sub-tabs: Coverage / Interviews |
| Flow Builder | `/setup/flows/flow-builder` | Not yet explored | Requires clicking edit on a specific flow |

### Flow List Columns
- Flow Label, API Name, Type, Trigger Object, Last Modified, Actions
- Mix of Active/Inactive flows
- Types: AutoLaunchedFlow, etc.

---

## Setup & Configuration (Observed)

| Section | Pages | Status |
|---------|-------|--------|
| **Objects** | Object Manager (`/setup/objects`), Schema Builder (`/setup/schema-builder`) | OM: 1616 total (1378 std, 238 custom); Schema: "coming soon" |
| **Security** | Users, Profiles, Permission Sets, Public Groups, Roles, Sharing Rules, Permission Analyzer | Users: full list with Name/Email/Profile/Status; Profiles: system + custom |
| **Automation** | Flows, Approval Processes | See above |
| **System** | App Manager, Data Import, Data Export, Email Templates, Recycle Bin | Import/Export: multi-step wizard; Recycle Bin: 1 record found |

### Data Import Wizard Steps
1. Select Object (full object list)
2. Upload (CSV)
3. Map Fields
4. Preview

### Data Export Wizard Steps
1. Select Object
2. Fields
3. Options (CSV / JSON)

### Recycle Bin
- Tabs: My Recycle Bin / Org Recycle Bin (Admin Only)
- Shows: Name, Object, Deleted Date, Deleted By, Actions
- Scans objects in batches (1/42 batches)
- 1 record found: "AI Agent, Inc." (Account, deleted 3/20/2026)

---

## Existing Chrome Scenarios — Coverage Map

| ID | Scenario | Page | File Exists? | Needs Refresh? |
|----|----------|------|-------------|---------------|
| VAL-004 | Validation error in UI | `/object/Account` (edit) | YES | Yes (re-verify) |
| FLOW-002 | Flow Builder boolean display | `/setup/flows` → builder | YES | Yes (re-verify) |
| APPR-002 | Approval queue "Unknown" | `/approvals` | YES | **Confirmed still broken** |
| DATA-001 | Field labels vs ApiName | `/object/Account` (list+detail) | YES | Yes (re-verify) |
| DATA-002 | ListView column persistence | `/object/Account` (columns) | YES | EXCLUDED |
| DATA-003 | Nav label stability | sidebar | YES | EXCLUDED |
| APPR-004 | Approval chain on detail | Quote detail | **NO — needs creation** | — |
| APPR-005 | Sidebar badge sync | `/approvals` + sidebar | **NO — needs creation** | — |
| APPR-006 | Approval queue comments | `/approvals` | **NO — needs creation** | — |
| LABEL-001 | Reference field ID suffix | `/object/Quote/new` | **NO — needs creation** | — |
| LABEL-002 | Custom field label quality | `/object/Quote/new` | **NO — needs creation** | — |
| LABEL-003 | Detail page field order | Quote detail | **NO — needs creation** | — |
| LIST-001 | Analytics card quality | `/object/Quote` list | **NO — needs creation** | — |

---

## Object Inventory (from API — 355 objects)

### Standard Objects (layoutable, key subset)

```
Account, Contact, Opportunity, Quote, Contract, Order, Lead,
Task, Event, Case, Campaign, CampaignMember, CampaignMemberStatus,
Report, Dashboard, User, UserRole, Profile, PermissionSet,
Flow, FlowDefinition, ProcessDefinition, ProcessInstance,
ProcessInstanceWorkitem, ProcessNode, ValidationRule,
Product2, PriceBook2, PriceBookEntry, OpportunityLineItem,
QuoteLineItem, OrderItem, Attachment, ContentVersion, ContentNote
```

### Custom Objects (37 total)

```
monthly_arr__c, approval_condition__c, aws_industry_mapping__c,
contract_type_setting__c, contractingentity__c, countries_region__c,
country_dictionary__c, feature_request__c, global_arr_forecast__c,
globalignoresetting__c, google_form_api_log__c, google_form_field_mapping__c,
integration_log__c, interface_log__c, invoice_collection__c,
joint_marketing_event__c, lead_owner_allocation_rules__c,
month_end_arr__c, opportunity_product__c, order_product__c, org__c,
partner_region_owner_rule__c, poc__c, poc_result__c,
questionnairequestion__c, questionoptions__c, quote_product__c,
rateemailalert__c, region_all__c, revenue__c, service_man_day__c,
startup_flow__c, support__c, survey__c, surveyresults__c,
systemparameter__c, triggerswitch1__c
```

---

## Common Page Pattern

```
+--Quick Analytics Cards (top)--+
| Card | Card | Card | Card     |
+-----------------------------------+
| Toolbar: Columns | Refresh | Filters | New {Object} |
+-----------------------------------+
| Col1 | Col2 | Col3 | Col4 | ...  |
| row  | row  | row  | row  | ...  |
| (pagination: 100 records)         |
+-----------------------------------+
```

---

## Screenshot Naming Convention

`{area}/{operation}_{state}.png`

Store in `explore/screenshots/` directory.