task-j1

docs/implementation/task-j1-crm-admin-configuration-center.md

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+# Task J.1: CRM Admin Configuration Center
+
+## Files Added
+
+- `src/app/api/crm/settings/**`
+- `src/app/dashboard/crm/settings/approval-workflows/page.tsx`
+- `src/features/foundation/approval/components/approval-workflow-settings.tsx`
+- `src/features/foundation/document-sequence/client-service.ts`
+- `src/features/foundation/document-sequence/components/document-sequence-settings.tsx`
+- `src/features/foundation/document-sequence/mutations.ts`
+- `src/features/foundation/document-sequence/queries.ts`
+- `src/features/foundation/document-template/mutations.ts`
+- `docs/implementation/task-j1-crm-admin-configuration-center.md`
+
+## Files Modified
+
+- `src/config/nav-config.ts`
+- `src/lib/auth/rbac.ts`
+- `src/app/dashboard/crm/settings/document-sequences/page.tsx`
+- `src/features/foundation/approval/{mutations,queries,server/service,service,types}.ts`
+- `src/features/foundation/document-sequence/{service,types}.ts`
+- `src/features/foundation/document-template/{components/template-settings,mutations,server/service,service,types}.ts`
+
+## What Was Added
+
+- CRM Settings menu now includes `Approval Workflows` and uses CRM-specific permission checks for `Document Sequences`.
+- `/dashboard/crm/settings/templates` now supports:
+  - create/edit template metadata
+  - create/edit template versions with JSON schema textarea
+  - create/edit/delete template mappings
+  - table-column mapping input for `table` data type
+- `/dashboard/crm/settings/approval-workflows` now supports:
+  - create/edit/delete workflows
+  - manage sequential workflow steps
+  - role-based step definitions using CRM business roles
+- `/dashboard/crm/settings/document-sequences` now supports:
+  - create/edit/delete sequences
+  - reset sequence counters
+  - preview next code from stored sequence state
+
+## API Routes Added
+
+- `/api/crm/settings/document-templates/**`
+- `/api/crm/settings/approval-workflows/**`
+- `/api/crm/settings/document-sequences/**`
+
+## Permissions Added
+
+- `crm.approval.workflow.read`
+- `crm.approval.workflow.create`
+- `crm.approval.workflow.update`
+- `crm.approval.workflow.delete`
+- `crm.document_sequence.read`
+- `crm.document_sequence.create`
+- `crm.document_sequence.update`
+- `crm.document_sequence.reset`
+
+## Audit Coverage
+
+- `crm_document_template_version`
+- `crm_document_template_mapping`
+- `crm_approval_workflow`
+- `crm_approval_step`
+- `crm_document_sequence`
+
+## Verification
+
+- `npx tsc --noEmit` passed on June 17, 2026.
+- `npm run lint` still fails because of pre-existing repo lint errors outside Task J.1 scope, including:
+  - `src/components/ui/input-group.tsx`
+  - `src/features/chat/components/message-composer.tsx`
+  - `src/components/forms/demo-form.tsx`
+
+## Remaining Risks
+
+- Template settings UI is functional but not yet a polished table-first admin experience.
+- Document template version activation currently supports state updates, but the page focuses on version edit/create over dedicated activate/deactivate action buttons.
+- Sequence reset UI currently resets to `0`; custom reset value can be added later if the product needs it.
+- Approval step management currently replaces the full ordered step list in one save flow rather than exposing per-row move controls.
+
+## Task K Readiness
+
+- CRM settings foundations are now exposed through organization-scoped admin routes.
+- Query invalidation is wired for template, workflow, and sequence mutations.
+- The configuration center is ready for KPI/report consumers to reference the same settings data in later tasks.