# Phase R.0 – Business Blueprint Freeze

Status: In Progress

Priority: Critical

Type: Business Discovery / Architecture

---

# Objective

Freeze the long-term business architecture and business terminology of ALLA OS before performing any schema refactoring or implementation work.

This phase focuses on validating business concepts, ownership boundaries, user workflows, lifecycle definitions, and workspace philosophy.

No database schema, API, UI, or implementation changes are allowed during this phase.

The output of this phase becomes the official Business Blueprint for all future development.

---

# Background

ALLA OS has evolved from a traditional CRM into a Relationship-Driven Sales Workspace.

Several new business concepts have emerged during Business Discovery:

- Relationship First
- Activity-Centric Workspace
- Opportunity owns Project Lifecycle
- Quotation owns Document Lifecycle
- Calendar as a Workspace instead of a standalone module
- Timeline as a generated business view
- Customer Account Type (Customer / Prospect)
- Expected Award Date
- Hot Project Business Model

These concepts must be frozen before auditing the existing implementation.

---

# Review Required

Review all existing business decisions before making any proposal.

Must review:

- AGENTS.md
- Project Standards
- Architecture Rules
- Task Catalog
- Existing CRM Blueprint
- Business Discovery notes
- Previous ADRs
- Existing Schema
- Existing API structure
- Existing Workspace design

Do not assume any undocumented business rule.

---

# Scope

## 1. Product Vision

Freeze:

- Product Vision
- Product Mission
- Design Philosophy
- Core Principles

Validate that ALLA OS is positioned as

Relationship-Driven Sales Workspace

instead of a traditional CRM.

---

## 2. Business Terminology

Freeze official definitions.

Examples:

Customer

Prospect

Lead

Opportunity

Quotation

PO

Activity

Follow-up

Task

Reminder

Visit

Meeting

Site Survey

Presentation

Timeline

Workspace

Pipeline

Forecast

Expected Award Date

Expected Delivery Date

Hot Project

Status

Process Status

Outcome

Every business term must have exactly one official definition.

---

## 3. Customer Relationship Model

Review and freeze

Customer

↓

Contacts

↓

Activities

↓

Leads

↓

Opportunities

↓

Quotations

↓

PO

Validate

Customer Account Type

- Customer
- Prospect

Confirm that Customer remains the master entity.

---

## 4. Activity Model

Determine whether Activity becomes the single business activity model.

Review:

Follow-up

Visit

Meeting

Reminder

Task

Email

Phone Call

Presentation

Site Survey

Internal Task

Determine

Activity ownership

Reference strategy

Timeline strategy

Calendar strategy

Notification strategy

Future automation capability

---

## 5. Project Lifecycle

Freeze

Lead

↓

Opportunity

↓

Quotation

↓

PO

Review ownership of each stage.

---

## 6. Status Strategy

Review

Lead

Opportunity

Quotation

Determine

Process Status

Operational Status

Business Outcome

Ownership

Transition Rules

State Machine

Confirm that

Opportunity owns Project Process

Quotation owns Document Status

---

## 7. Hot Project Strategy

Freeze business definition.

Determine

Purpose

Owner

Calculation

Manual Override

Approval

Dashboard behavior

Forecast relationship

---

## 8. Forecast Strategy

Freeze

Expected Award Date

Definition

Business meaning

Forecast usage

Dashboard usage

Calendar usage

Reminder usage

Freeze

Expected Delivery Date

Definition

Business meaning

Operation usage

---

## 9. Workspace Model

Review

Marketing Workspace

Sales Workspace

Manager Workspace

Executive Workspace

Determine

Daily workflow

Workspace navigation

Primary landing page

Calendar philosophy

My Day philosophy

Timeline philosophy

---

## 10. Timeline Strategy

Determine

Timeline owner

Timeline generation

Timeline source

Timeline ordering

Timeline visibility

Timeline permission

Confirm whether Timeline is generated dynamically instead of stored.

---

## 11. Calendar Strategy

Determine

Calendar data source

Activity synchronization

Opportunity synchronization

Quotation synchronization

Reminder synchronization

Manager View

Team Calendar

Personal Calendar

---

## 12. Dashboard Strategy

Review

Sales Dashboard

Manager Dashboard

Executive Dashboard

Forecast

Pipeline

Hot Project

Overdue Activities

Follow-up

KPI

---

# Deliverables

The implementation must produce

## 1

Relationship & Sales Workspace Blueprint v1

---

## 2

Business Terminology Dictionary

---

## 3

Core Business Principles

---

## 4

Business Capability Map

---

## 5

Business Lifecycle Diagram

---

## 6

Workspace Architecture

---

## 7

Customer Journey

---

## 8

Project Journey

---

## 9

Activity Journey

---

## 10

State Machine Diagram

Lead

Opportunity

Quotation

---

## 11

Gap Summary

Current System

vs

Business Blueprint

---

## 12

Recommended Refactoring Strategy

Categorize into

No Change

Enhancement

Refactor

New Capability

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# Constraints

During this phase

DO NOT

- modify schema
- modify migrations
- modify database
- modify API
- modify services
- modify UI
- modify permissions
- modify business logic

This phase is documentation and architecture validation only.

---

# Success Criteria

Business terminology is fully standardized.

Every entity has a single owner.

No duplicated responsibility exists.

No conflicting business rules remain.

Customer Journey is finalized.

Project Journey is finalized.

Workspace philosophy is finalized.

Timeline philosophy is finalized.

Calendar philosophy is finalized.

Ready for

Phase R.1 – Business Capability Audit

without changing the core architecture.

Architecture Protection Rules

- Reuse existing Foundation whenever possible.
- Prefer Extension over Replacement.
- Prefer Composition over Duplication.
- Preserve existing API compatibility unless a breaking change is approved.
- Preserve Organization, RBAC, Approval, PDF, and Document foundations.
- Any schema refactoring must include backward compatibility analysis.
- Business Blueprint has higher priority than implementation details.

---

# Implementation Progress

## 2026-07-07

Status: In Progress

Summary:

- Reviewed governance, standards, CRM terminology, security boundaries, ADR lineage, and current schema before proposing any freeze output.
- Created the first official blueprint draft:
  `docs/business/relationship-sales-workspace-blueprint-v1.md`
- Recorded the review baseline, freeze decisions, and current governance gaps:
  `docs/implementation/task-bu-r.0-business-blueprint-freeze-2026-07-07.md`

Current outcome:

- Phase R.0 has started as a documentation-only architecture task.
- The repo now has one central draft document for business vision, terminology, lifecycle ownership, workspace philosophy, timeline, calendar, forecast, Hot Project, and gap summary.
- Historical `enquiry` vs `opportunity` conflicts are documented for follow-up reconciliation in Phase R.1.
