task-c.1

docs/implementation/task-c1-customer-ownership-contact-sharing-governance.md

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+# Task C.1: Customer Ownership and Contact Sharing Governance
+
+## Summary
+
+Task C.1 completes the missing customer-governance layer by adding:
+
+- persistent customer owner fields and owner history
+- persistent contact sharing
+- owner/share-aware customer and contact visibility
+- lead owner suggestion during lead/enquiry creation
+
+## Delivered
+
+- Added `ownerUserId`, `ownerAssignedAt`, and `ownerAssignedBy` to `crm_customers`
+- Added `crm_customer_owner_history`
+- Added `crm_contact_shares`
+- Added customer owner management route:
+  - `PATCH /api/crm/customers/[id]/owner`
+  - `DELETE /api/crm/customers/[id]/owner`
+- Added contact sharing routes:
+  - `GET /api/crm/customers/[id]/contacts/[contactId]/shares`
+  - `POST /api/crm/customers/[id]/contacts/[contactId]/shares`
+  - `DELETE /api/crm/customers/[id]/contacts/[contactId]/shares/[shareId]`
+- Expanded customer list/detail contracts with owner and share metadata
+- Added customer owner card with history on customer detail
+- Added contact sharing management UI on customer detail
+- Added owner columns and owner filter on customer list
+- Added new permissions:
+  - `crm.customer.owner.read`
+  - `crm.customer.owner.manage`
+  - `crm.contact.share.read`
+  - `crm.contact.share.create`
+  - `crm.contact.share.delete`
+  - `crm.contact.share.manage`
+- Added lead/enquiry assignee suggestion from selected customer owner
+- Added audit events for:
+  - `assign_owner`
+  - `change_owner`
+  - `clear_owner`
+  - `share`
+  - `unshare`
+  - `lead_owner_suggestion_used`
+  - `lead_owner_suggestion_overridden`
+
+## Verification
+
+- `npx tsc --noEmit`
+
+## Remaining limitation
+
+- Team-scope visibility is still approximate because the production model still lacks an explicit CRM team hierarchy.