# Task K.1 Implementation Summary

## Completed

- added `crm_report_definitions` schema and migration
- seeded `crm_report_category` master options
- seeded system report definitions:
  - `lead_pipeline`
  - `enquiry_pipeline`
  - `sales_performance`
  - `lost_analysis`
  - `revenue_by_customer`
- added permissions:
  - `crm.report.read`
  - `crm.report.export`
- created `src/features/crm/reports/` foundation with:
  - API contracts
  - shared query options
  - `ResolvedReportContext`
  - `resolveCrmAccess()`
  - dataset layer
  - builder layer
  - shared filter metadata builder
  - export helpers
- added report discovery APIs:
  - `GET /api/crm/reports`
  - `GET /api/crm/reports/catalog`
  - `GET /api/crm/reports/filters`
- added audit logging for report foundation reads
- added CRM Reports landing page and sidebar navigation entry

## Verification

- `npm exec tsc --noEmit`

## Notes

- this task creates the shared report platform only; it does not implement business report execution pages yet
- export helpers are centralized and ready for future report-specific export routes
