# Task BU-R.0.1 Implementation Report - 2026-07-07

## Scope
- continue BU-R.0 by freezing the remaining business architecture for Activity, Workspace Interaction, Customer Workspace, Calendar Workspace, My Day, Manager Workspace, and Business Event fan-out
- update the main relationship and sales business blueprint without changing previously frozen BU-R.0 principles
- keep the task documentation-only with no schema, API, UI, service, permission, or ADR changes

## Review Summary
Reviewed before drafting:
- [AGENTS.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/AGENTS.md)
- [plans/task-bu-r.0.1.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/plans/task-bu-r.0.1.md)
- [plans/task-bu-r.0.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/plans/task-bu-r.0.md)
- [docs/standards/task-contract-template.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/task-contract-template.md)
- [docs/standards/task-catalog.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/task-catalog.md)
- [docs/standards/project-foundations.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/project-foundations.md)
- [docs/standards/architecture-rules.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/architecture-rules.md)
- [docs/standards/ui-ux-rules.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/ui-ux-rules.md)
- [docs/standards/task-review-checklist.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/task-review-checklist.md)
- [docs/business/crm-terminology.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/business/crm-terminology.md)
- [docs/business/relationship-sales-workspace-blueprint-v1.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/business/relationship-sales-workspace-blueprint-v1.md)
- [docs/security/crm-authorization-boundaries.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/security/crm-authorization-boundaries.md)
- [docs/adr/0015-customer-ownership-contact-sharing.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/adr/0015-customer-ownership-contact-sharing.md)
- [docs/adr/0016-won-lost-lifecycle-governance.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/adr/0016-won-lost-lifecycle-governance.md)
- [docs/adr/0017-report-foundation.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/adr/0017-report-foundation.md)
- [docs/adr/0018-lead-enquiry-domain-separation.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/adr/0018-lead-enquiry-domain-separation.md)
- [docs/implementation/task-bu-r.0-business-blueprint-freeze-2026-07-07.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-bu-r.0-business-blueprint-freeze-2026-07-07.md)
- [docs/implementation/task-d.6-crm-activity-foundation-audit-log-separation-2026-07-01.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-d.6-crm-activity-foundation-audit-log-separation-2026-07-01.md)
- current CRM customer, opportunity, quotation, dashboard, notification, and workspace implementations under `src/features/**`, `src/app/dashboard/**`, and `src/db/schema.ts`

## Current-State Findings Used For The Freeze
1. Customer detail already behaves as a relationship context surface with contacts plus linked opportunities and quotations, but it is not yet governed as the official Customer Workspace.
2. Opportunity and quotation features already store follow-up rows, Hot Project flags, and forecast-related dates, which makes them valid current seams for the future shared activity and calendar model.
3. Dashboard already aggregates follow-up and Hot Project signals, but those signals are still oriented around dashboards rather than a broader My Day, Calendar Workspace, or Manager Workspace philosophy.
4. The notification foundation is production-ready, but current event publishing is mainly approval-driven, so activity-driven notification fan-out still needed business governance before implementation.
5. Existing `/dashboard/workspaces` navigation currently means organization/team administration, not the future business-role workspace model. That distinction had to be frozen explicitly to avoid naming drift.

## Documentation Changes
- Expanded [relationship-sales-workspace-blueprint-v1.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/business/relationship-sales-workspace-blueprint-v1.md) with:
  - Activity Blueprint Freeze
  - Workspace Interaction Blueprint Freeze
  - Customer Workspace Blueprint Freeze
  - Calendar Workspace Blueprint Freeze
  - My Day Blueprint Freeze
  - Manager Workspace Blueprint Freeze
  - Business Event Matrix
  - Activity State Machine
  - Workspace Navigation Diagram
  - Customer 360 Diagram
  - Daily User Journey for Marketing, Sales, Manager, and Executive
  - Current-system alignment notes for Phase R.1 audit readiness

## Freeze Decisions Added In This Pass
- Activity is now the officially governed shared work model and remains distinct from Audit Log.
- Calendar is frozen as a workspace projection over activities and milestone events, not a detached scheduling module.
- My Day is frozen as the personalized action home screen prioritized by urgency and commitment risk.
- Manager Workspace is frozen as an execution-control workspace, not only a KPI dashboard.
- Business events are frozen as the common fan-out source for timeline, notification, reminder, dashboard, audit, and future automation behavior.
- Customer Workspace is frozen as the main relationship execution hub and Customer 360 surface.

## Verification
- Documentation-only change.
- No schema, API, UI, service, permission, ADR, or migration files changed.
- No build or test command was required for this pass.

## Outcome
BU-R.0.1 now closes the major business architecture gaps left outside BU-R.0 and leaves Phase R.1 with a clearer audit target for:
- follow-up-to-activity unification
- workspace and navigation semantics
- calendar and reminder projections
- activity-driven notification design
- manager and My Day operational surfaces
