docs(getting-started): write the quick tour's navigation table to the real app (#960)

.changeset/quick-tour-navigation-table-real.md

@@ -0,0 +1,28 @@
+---
+'hotcrm': patch
+---
+
+Rewrite the quick tour's left-navigation table against the app's real navigation.
+The table in `content/docs/getting-started/quick-tour.mdx` — the first thing a new
+user reads, and a table whose entire job is "here is what the sidebar holds" — had
+drifted in every one of its eight rows. Four of the groups it named do not exist in
+`src/apps/crm.app.ts` (*Products*, *Activities*, *Analytics*, *AI*), three groups
+that do exist were absent altogether (**My Work**, **Activity**, **Insights**), and
+the four rows whose group was real each dropped items or used a label the app never
+shows: **Sales** was missing **Account Workbench**, **Pipeline** and **Sales
+Performance**; **Service** spelled *Knowledge Base* for the entry actually labelled
+**Knowledge** and omitted **Service Overview**; **Marketing** listed *Campaign
+Members*, which is not a sidebar item at all; and **Approvals** listed two items
+where the group has exactly one, **Inbox**.
+
+The table now carries the pinned **Home** entry and all seven groups with their real
+children, in source order, and says which groups are collapsed when the app loads
+(**Marketing**, **Insights**, **Approvals**) — the failure mode that makes a reader
+conclude something is missing. Every retired name is re-pointed rather than deleted:
+the catalog is the **Products** item under **Marketing**, tasks are **My Tasks** and
+**All Tasks** under **My Work**, the Copilot is the right-side chat panel, campaign
+membership is reached from the campaign detail page, and the approval audit trail is
+real data (`sys_approval_action`) that no navigation entry opens. All three locales
+updated; `src/` untouched. A new guard, `test/docs-quick-tour-navigation.test.ts`,
+compares the table against `CrmApp.navigation` group-for-group and child-for-child in
+all three locales, so the next navigation change cannot leave the tour behind.

content/docs/getting-started/quick-tour.mdx

@@ -30,18 +30,29 @@ Click the **app launcher** (top-left grid icon) to switch between apps:
 - **Enterprise CRM** — the main app with all CRM functionality.
 - **Admin** — for system administrators.
 
-Inside Enterprise CRM, the left nav groups things by:
+Inside Enterprise CRM, the left nav opens with one pinned item — **Home**, which is the **Executive Overview** dashboard — and everything else sits in seven groups:
 
 | Group | Contents |
 | --- | --- |
-| **Sales** | Leads, Accounts, Contacts, Opportunities, Quotes, Contracts |
-| **Service** | Cases, Knowledge Base |
-| **Marketing** | Campaigns, Campaign Members |
-| **Products** | Products |
-| **Activities** | Tasks, Events |
-| **Analytics** | Dashboards, Reports |
-| **AI** | Copilot, Knowledge Bases |
-| **Approvals** | Approval Requests, Action History |
+| **Sales** | Leads, Accounts, Account Workbench, Contacts, Opportunities, Pipeline, Quotes, Contracts, Sales Performance |
+| **My Work** | My Tasks, My Deals, My Leads, My Cases, My Calendar, All Tasks |
+| **Activity** | Events, Calendar, Interaction History, Sales Activity |
+| **Marketing** | Campaigns, Products |
+| **Service** | Cases, Knowledge, Service Overview |
+| **Insights** | CRM Overview, Forecasts, Pipeline Coverage, Lead Inflow, SLA Performance |
+| **Approvals** | Inbox |
+
+**Marketing**, **Insights** and **Approvals** are collapsed when the app loads — only **Sales**, **My Work**, **Activity** and **Service** open themselves. Click a group open before deciding something isn't there.
+
+Four group names this page used to list are not in the app at all, and several item names sit somewhere other than where it put them:
+
+- *Products* is not a group. The catalog is the **Products** item under **Marketing** — see [Marketing](/docs/marketing/index).
+- *Activities* is not a group; the real one is **Activity**, and tasks are not in it. `crm_task` reaches the sidebar as **My Tasks** and **All Tasks**, both under **My Work**.
+- *Analytics* is not a group; the real one is **Insights**. Nothing in it is called *Dashboards* or *Reports* — the dashboard and the three reports it pins are listed above under their own names.
+- *AI* is not a group, and no sidebar item is called *Copilot* or *Knowledge Bases*. The Copilot is the right-side chat panel on every page (section 6 below), and the knowledge articles are **Knowledge** under **Service**.
+- *Knowledge Base* is not a label this app carries. The **Service** entry is **Knowledge**, and the service dashboard beside it is **Service Overview** — see [Service](/docs/service/index).
+- *Campaign Members* is not a sidebar item. Campaign membership is reached from the campaign detail page or from global search — see [Campaign Members](/docs/marketing/campaign-members).
+- *Approval Requests* and *Action History* are not items either: **Inbox** is the only entry under **Approvals**. The approval audit trail is real data — the approvals plugin stores it as `sys_approval_action` — but no navigation entry in this app opens it.
 
 ## 3. Your first lead
 

content/docs/getting-started/quick-tour.zh-Hans.mdx

@@ -30,18 +30,31 @@ description: HotCRM 的 5 分钟演练 —— 主页、你的第一条线索、
 - **Enterprise CRM** —— 包含所有 CRM 功能的主应用。
 - **Admin** —— 面向系统管理员。
 
-在 Enterprise CRM 内，左侧导航按以下方式分组：
+在 Enterprise CRM 内，左侧导航最上面是一个固定条目——**Home**，它打开的是 **Executive Overview** 仪表盘；其余内容分在 7 个分组里：
 
 | 分组 | 内容 |
 | --- | --- |
-| **Sales** | Leads、Accounts、Contacts、Opportunities、Quotes、Contracts |
-| **Service** | Cases、Knowledge Base |
-| **Marketing** | Campaigns、Campaign Members |
-| **Products** | Products |
-| **Activities** | Tasks、Events |
-| **Analytics** | Dashboards、Reports |
-| **AI** | Copilot、Knowledge Bases |
-| **Approvals** | Approval Requests、Action History |
+| **Sales** | Leads、Accounts、Account Workbench、Contacts、Opportunities、Pipeline、Quotes、Contracts、Sales Performance |
+| **My Work** | My Tasks、My Deals、My Leads、My Cases、My Calendar、All Tasks |
+| **Activity** | Events、Calendar、Interaction History、Sales Activity |
+| **Marketing** | Campaigns、Products |
+| **Service** | Cases、Knowledge、Service Overview |
+| **Insights** | CRM Overview、Forecasts、Pipeline Coverage、Lead Inflow、SLA Performance |
+| **Approvals** | Inbox |
+
+上表用的是源码里的英文 label，也就是英文界面上看到的名字。简体中文界面下，它们显示为语言包里的译名——例如 **Inbox** 显示为「待我审批」、**Knowledge** 显示为「知识库」、**My Work** 显示为「我的工作」。
+
+**Marketing**、**Insights**、**Approvals** 这三个分组在应用加载时是折叠的——只有 **Sales**、**My Work**、**Activity**、**Service** 会自动展开。先把分组点开，再判断某样东西在不在这里。
+
+本页过去列出的 4 个分组名，应用里根本不存在；另有几个条目名，真身并不在它说的位置：
+
+- *Products*（产品）不是分组。产品目录是 **Marketing** 分组下的 **Products** 条目——参见 [Marketing](/zh-Hans/docs/marketing/index)。
+- *Activities* 不是分组，真实的分组叫 **Activity**，而且任务不在里面。`crm_task` 在侧边栏上是 **My Tasks** 与 **All Tasks** 两项，都挂在 **My Work** 分组下。
+- *Analytics* 不是分组，真实的分组叫 **Insights**。它里面没有任何条目叫 *Dashboards* 或 *Reports*——它固定的那个仪表盘和三张报表，上表已按各自的名字列出。
+- *AI* 不是分组，也没有叫 *Copilot* 或 *Knowledge Bases* 的侧边栏条目。Copilot 是每个页面右侧的聊天面板（见下文第 6 节），知识文章则是 **Service** 分组下的 **Knowledge**。
+- *Knowledge Base* 不是本应用使用的 label。**Service** 分组下的条目叫 **Knowledge**，与它并列的服务仪表盘叫 **Service Overview**——参见 [Service](/zh-Hans/docs/service/index)。
+- *Campaign Members* 不是侧边栏条目。营销活动成员要从营销活动详情页或全局搜索进入——参见 [Campaign Members](/zh-Hans/docs/marketing/campaign-members)。
+- *Approval Requests* 与 *Action History* 也都不是条目：**Approvals** 分组下只有 **Inbox** 一项。审批的操作留痕本身是真实数据，由审批插件以 `sys_approval_action` 存储，但本应用里没有任何导航条目能打开它。
 
 ## 3. 你的第一条线索
 

content/docs/getting-started/quick-tour.zh-Hant.mdx

@@ -28,18 +28,31 @@ description: HotCRM 的 5 分鐘演練 —— 主頁、你的第一條線索、
 - **Enterprise CRM** —— 包含所有 CRM 功能的主應用。
 - **Admin** —— 面向系統管理員。
 
-在 Enterprise CRM 內，左側導覽按以下方式分組：
+在 Enterprise CRM 內，左側導覽最上面是一個固定條目——**Home**，它打開的是 **Executive Overview** 儀表板；其餘內容分在 7 個群組裡：
 
 | 分組 | 內容 |
 | --- | --- |
-| **Sales** | Leads、Accounts、Contacts、Opportunities、Quotes、Contracts |
-| **Service** | Cases、Knowledge Base |
-| **Marketing** | Campaigns、Campaign Members |
-| **Products** | Products |
-| **Activities** | Tasks、Events |
-| **Analytics** | Dashboards、Reports |
-| **AI** | Copilot、Knowledge Bases |
-| **Approvals** | Approval Requests、Action History |
+| **Sales** | Leads、Accounts、Account Workbench、Contacts、Opportunities、Pipeline、Quotes、Contracts、Sales Performance |
+| **My Work** | My Tasks、My Deals、My Leads、My Cases、My Calendar、All Tasks |
+| **Activity** | Events、Calendar、Interaction History、Sales Activity |
+| **Marketing** | Campaigns、Products |
+| **Service** | Cases、Knowledge、Service Overview |
+| **Insights** | CRM Overview、Forecasts、Pipeline Coverage、Lead Inflow、SLA Performance |
+| **Approvals** | Inbox |
+
+上表用的是原始碼裡的英文 label，也就是英文介面上看到的名字。本應用提供 en / zh-CN / ja-JP / es-ES 四種介面語言，沒有繁體語言包——簡體中文介面下這些名字會顯示為語言包裡的譯名，例如 **Inbox** 顯示為「待我审批」、**Knowledge** 顯示為「知识库」、**My Work** 顯示為「我的工作」。
+
+**Marketing**、**Insights**、**Approvals** 這三個群組在應用載入時是摺疊的——只有 **Sales**、**My Work**、**Activity**、**Service** 會自動展開。先把群組點開，再判斷某樣東西在不在這裡。
+
+本頁過去列出的 4 個群組名，應用裡根本不存在；另有幾個條目名，真身並不在它說的位置：
+
+- *Products*（產品）不是群組。產品目錄是 **Marketing** 群組下的 **Products** 條目——參見 [Marketing](/zh-Hant/docs/marketing/index)。
+- *Activities* 不是群組，真實的群組叫 **Activity**，而且任務不在裡面。`crm_task` 在側邊欄上是 **My Tasks** 與 **All Tasks** 兩項，都掛在 **My Work** 群組下。
+- *Analytics* 不是群組，真實的群組叫 **Insights**。它裡面沒有任何條目叫 *Dashboards* 或 *Reports*——它釘住的那個儀表板和三張報表，上表已按各自的名字列出。
+- *AI* 不是群組，也沒有叫 *Copilot* 或 *Knowledge Bases* 的側邊欄條目。Copilot 是每個頁面右側的聊天面板（見下文第 6 節），知識文章則是 **Service** 群組下的 **Knowledge**。
+- *Knowledge Base* 不是本應用使用的 label。**Service** 群組下的條目叫 **Knowledge**，與它並列的服務儀表板叫 **Service Overview**——參見 [Service](/zh-Hant/docs/service/index)。
+- *Campaign Members* 不是側邊欄條目。行銷活動成員要從行銷活動詳情頁或全域搜尋進入——參見 [Campaign Members](/zh-Hant/docs/marketing/campaign-members)。
+- *Approval Requests* 與 *Action History* 也都不是條目：**Approvals** 群組下只有 **Inbox** 一項。審批的操作留痕本身是真實資料，由審批外掛以 `sys_approval_action` 儲存，但本應用裡沒有任何導覽條目能打開它。
 
 ## 3. 你的第一條線索