bu1 ad email config

2026-07-07 14:37:17 +07:00
parent 3b5fede134
commit 62762fc70c
8 changed files with 2183 additions and 52 deletions
--- a/docs/business/relationship-sales-workspace-blueprint-v1.md
+++ b/docs/business/relationship-sales-workspace-blueprint-v1.md
@@ -448,3 +448,572 @@ Phase R.1 may begin when:
 1. this blueprint is accepted as the business baseline
 2. terminology conflicts are treated as governance backlog instead of hidden assumptions
 3. capability audit work references this document explicitly
+## 20. Activity Blueprint Freeze
+
+### Purpose
+Activity is the governed operational work record for business execution across marketing, sales, customer relationship work, quotation chasing, manager follow-through, and future service coordination.
+
+Frozen rule:
+- `Activity` is the source-of-truth work record.
+- `Audit Log` is immutable system history.
+- `Notification`, `Reminder`, `Calendar`, and `Timeline` are projections from activity state and business events, not parallel activity records.
+
+### Activity Definition
+An Activity represents one planned, in-progress, completed, rescheduled, or cancelled unit of work performed by or assigned to a user.
+
+Examples:
+- follow-up call
+- customer meeting
+- site visit
+- site survey
+- presentation
+- internal task
+- document chase
+- reminder-backed action item
+
+### Activity Ownership
+- One activity has one accountable owner.
+- One activity may also have one assignee when work is delegated.
+- Owner is responsible for ensuring the activity reaches a terminal outcome.
+- Assignee is responsible for execution when assigned.
+- Customer owner, lead owner, opportunity owner, quotation salesman, or manager may create activities, but activity ownership must still resolve to one user.
+
+### Activity Entity Relationships
+Every activity must support:
+- one required primary reference
+- zero or more related references
+
+Allowed primary reference targets:
+- Customer
+- Contact
+- Lead
+- Opportunity
+- Quotation
+- PO / Won Project
+- Internal Only
+
+Allowed related references:
+- Customer + Contact
+- Customer + Opportunity
+- Opportunity + Quotation
+- Lead + Customer
+- Quotation + Opportunity + Customer
+
+Frozen rule:
+- Activity may span business context, but only one primary reference governs default visibility, ownership inheritance, and calendar placement.
+
+### Activity Families
+Shared activity families are:
+- Follow-up
+- Meeting
+- Visit
+- Phone Call
+- Email Follow-up
+- Site Survey
+- Presentation
+- Internal Task
+- Reminder-Driven Action
+- Other
+
+### Activity Priority Freeze
+Priority levels are:
+- Critical
+- High
+- Normal
+- Low
+
+Priority is determined from:
+- business deadline
+- customer commitment date
+- forecast sensitivity
+- approval dependency
+- manager escalation
+
+Frozen rule:
+- `Hot Project` is not the same thing as `Critical Activity`.
+- Hot Project may increase suggested activity priority, but does not force it automatically.
+
+### Activity Status Freeze
+Primary status set:
+- Planned
+- In Progress
+- Completed
+- Cancelled
+
+Derived operational views:
+- Due Today
+- Upcoming
+- Overdue
+- Completed Today
+
+Frozen rules:
+- `Overdue` is a derived operational condition, not a separate lifecycle state.
+- `Rescheduled` is an activity event and timeline event, not a standalone terminal status.
+
+### Activity State Machine Freeze
+
+```text
+Planned -> In Progress -> Completed
+Planned -> Cancelled
+Planned -> Overdue (derived view only, returns to Planned after reschedule)
+In Progress -> Completed
+In Progress -> Cancelled
+```
+
+### Activity Completion Rules
+- Completion requires an outcome summary.
+- Completion may optionally create a next activity suggestion.
+- Follow-up completion should encourage explicit next action when the related lead, opportunity, or quotation remains open.
+- Cancelled activities must capture cancellation reason when the activity was already scheduled with customer-facing commitment.
+- Activities linked to lost or closed records may still be completed for documentation, but no new forward-driving activity should be auto-created from a terminal-lost record without user intent.
+
+### Activity Visibility Freeze
+Activity visibility inherits from the primary related record plus assignment.
+
+Rules:
+- Owner and assignee can always view the activity.
+- Users who can access the primary record may view the activity unless the activity is marked internal-only.
+- Internal-only activities are visible only to creator, owner, assignee, managers, and authorized admins.
+- Contact-level sensitivity follows parent customer/contact access rules.
+- Pricing-sensitive notes remain subject to quotation pricing visibility when activity content exposes commercial amounts.
+
+### Activity Permission Freeze
+Minimum governed permissions:
+- Activity Read
+- Activity Create
+- Activity Update
+- Activity Complete
+- Activity Cancel
+- Activity Delete
+- Activity Reassign
+
+Frozen rule:
+- Activity authorization must follow resolved CRM access patterns and never bypass record scope rules.
+
+### Follow-up Strategy Freeze
+- Follow-up remains the first operational activity subtype.
+- Existing lead, opportunity, and quotation follow-up records are the current implementation seam.
+- Future unification should map those records into the shared activity model without changing business meaning.
+- A follow-up should always answer: what happened, what is next, and when the next touch should happen.
+
+### Reminder Strategy Freeze
+- Reminder is not a separate business master entity from activity in the future target model.
+- Reminder is a time-based prompt attached to an activity or milestone event.
+- Users may receive multiple reminders for one activity without creating duplicate work records.
+
+### Automation Strategy Freeze
+Future automation may:
+- suggest follow-up creation
+- suggest priority increases
+- suggest Hot Project activity escalation
+- generate reminder prompts
+- escalate manager visibility for overdue work
+
+Frozen rule:
+- Automation may propose or publish derived signals, but must not silently fabricate completed business work.
+
+### Calendar Synchronization Freeze
+- Scheduled activities appear in calendar.
+- Reminder prompts appear in calendar only when configured as visible reminder events.
+- Opportunity milestone dates and quotation milestone dates appear as milestone events, not as activity rows.
+- Reschedule, cancel, and complete actions must update the calendar projection.
+
+### Timeline Synchronization Freeze
+- Activity created
+- activity assigned
+- activity rescheduled
+- activity completed
+- activity cancelled
+- outcome summary captured
+
+All create timeline entries on the related records.
+
+### Notification Synchronization Freeze
+Notifications may be created for:
+- assignment
+- due soon
+- overdue
+- manager escalation
+- reminder prompt
+- linked approval dependency
+
+Frozen rule:
+- Notification inbox is a delivery surface, not the system-of-record for work.
+
+## 21. Workspace Interaction Blueprint Freeze
+
+### Workspace Philosophy
+Workspace means a role-oriented working surface over shared governed records.
+
+Frozen rule:
+- navigation should move users by decision context, not by raw table ownership alone.
+
+### Daily Operating Pattern
+The standard operating day is:
+
+```text
+My Day -> Customer / Lead / Opportunity / Quotation Workspace -> Calendar / Timeline check -> Follow-up completion -> Manager / Executive review
+```
+
+### Marketing Workflow
+1. Review My Day for overdue and due-today lead activities.
+2. Open Lead workspace to qualify new demand and capture follow-up outcome.
+3. Escalate or convert demand into sales-ready handoff.
+4. Confirm next touch date before leaving the record.
+
+### Sales Workflow
+1. Start in My Day for urgent follow-up, meetings, and quotation chases.
+2. Move into Opportunity workspace for qualification, forecast, and customer coordination.
+3. Enter Quotation workspace when pricing, revision, or approval work is required.
+4. Return to Customer workspace when relationship context or cross-project view is needed.
+5. End the day by closing completed work and scheduling next actions.
+
+### Manager Workflow
+1. Review Manager workspace for team overdue work, idle opportunities, approvals, and Hot Projects.
+2. Jump into Team Calendar for schedule conflicts and near-term commitments.
+3. Intervene on stalled records through assignment, escalation, and forecast review.
+4. Finish with tomorrow-risk review rather than only historical KPI review.
+
+### Executive Workflow
+1. Review pipeline, revenue outlook, and strategic account movement.
+2. Use customer relationship and manager signals for exception review.
+3. Drill into customer, opportunity, or quotation only when escalation or business risk requires it.
+
+## 22. Customer Workspace Blueprint Freeze
+
+### Customer Workspace Philosophy
+Customer is the relationship anchor and must become the main relationship workspace, not only a master-data form.
+
+### Required Sections
+- Overview
+- Contacts
+- Activities
+- Timeline
+- Leads
+- Opportunities
+- Quotations
+- PO / Won History
+- Files
+- Notes / Relationship Summary
+- Upcoming Activities
+- Recent Visits / Meetings
+
+### Customer 360 View Freeze
+Customer 360 must answer:
+- who owns the relationship
+- who the active contacts are
+- what work is next
+- what open demand exists
+- what quotation and revenue motion is active
+- what history and risk the team should know before contacting the customer
+
+### Relationship Health Freeze
+Relationship health is a business assessment derived from:
+- recency of meaningful contact
+- number of overdue activities
+- open opportunities without next action
+- strategic account importance
+- ownership clarity
+
+Status bands:
+- Healthy
+- Watch
+- At Risk
+
+### Follow-up Health Freeze
+Follow-up health is derived from:
+- next scheduled activity exists
+- overdue work count
+- activity completion discipline
+- follow-up gap age
+
+### Customer Timeline Freeze
+Customer timeline is generated from:
+- customer updates
+- contact updates
+- lead events
+- opportunity events
+- quotation events
+- activity events
+- PO / outcome events
+- file / document events
+
+Frozen rule:
+- Customer timeline is the relationship history view across all related work, not a separate manually maintained log.
+
+## 23. Calendar Workspace Blueprint Freeze
+
+### Calendar Philosophy
+Calendar is the time-based operational workspace across roles.
+
+### Calendar Lenses
+- Personal Calendar
+- Team Calendar
+- Manager Calendar
+- Executive Calendar
+
+### Calendar Sources
+- Activities
+- Meetings
+- Visits
+- Site Surveys
+- Follow-up commitments
+- Reminder prompts
+- Expected Award Date milestone
+- Expected Delivery Date milestone
+- Approval due / escalation events
+- Quotation expiration / validity milestone
+
+Frozen rules:
+- milestone dates can appear in calendar without becoming standalone activities
+- milestone events must be visually distinct from owned work
+
+### Calendar Filters
+- user
+- team
+- branch
+- customer
+- lead
+- opportunity
+- quotation
+- activity type
+- priority
+- status
+- Hot Project only
+
+### Calendar Color Strategy
+- Follow-up / task work
+- Meeting / visit work
+- Reminder prompts
+- Opportunity milestone
+- Quotation milestone
+- Approval due event
+
+Frozen rule:
+- colors communicate event family, not authorization level.
+
+### Calendar Views
+- Day
+- Week
+- Month
+- Agenda
+
+Agenda view is the default manager-friendly review surface for operational workload.
+
+## 24. My Day Blueprint Freeze
+
+### Purpose
+My Day is the personalized operational home screen for action-taking users.
+
+### Required Modules
+- Today's Activities
+- Overdue Activities
+- Upcoming Meetings
+- Pending Approvals
+- Hot Projects Requiring Action
+- Today's Follow-up
+- Urgent Quotations
+- Relationship Alerts
+
+### Priority Ordering Freeze
+My Day orders work by:
+1. overdue customer-facing commitments
+2. due-today committed meetings / visits
+3. urgent quotation and approval blockers
+4. Hot Project follow-up gaps
+5. scheduled upcoming work
+
+### Urgency Rules
+Urgency increases when:
+- customer commitment date is today or missed
+- expected award date is near
+- quotation validity is near expiry
+- manager escalated the record
+- no next action exists on an open record
+
+Frozen rule:
+- My Day should guide the next best operational action, not become a passive report dashboard.
+
+## 25. Manager Workspace Blueprint Freeze
+
+### Purpose
+Manager Workspace is the operational control tower for team execution quality.
+
+### Required Sections
+- Team Calendar
+- Team Activities
+- Overdue Activities
+- Idle Opportunities
+- Forecast Review
+- Hot Projects
+- Approval Queue
+- Workload Balance
+- Relationship Risk Alerts
+
+### Daily Management Workflow
+1. Review overdue and unowned work.
+2. Review Hot Projects without recent activity.
+3. Review expected-award opportunities with no next step.
+4. Review approval queue and quotation blockers.
+5. Rebalance assignments and escalate risks.
+6. Review tomorrow's team calendar load.
+
+### Manager Output Freeze
+Manager workspace should enable:
+- coaching
+- escalation
+- reassignment
+- forecast challenge
+- workload balancing
+
+It is not only a KPI readout surface.
+
+## 26. Business Event Blueprint Freeze
+
+### Event Philosophy
+Business events are immutable facts emitted from operational changes. One event may fan out to timeline, notification, dashboard, audit, and future automation.
+
+### Business Event Matrix
+| Event | Timeline | Notification | Reminder | Dashboard / Workspace | Audit Log | Future Automation |
+| --- | --- | --- | --- | --- | --- | --- |
+| Activity Created | Yes | Optional assignment notice | Optional | Yes | Yes | Yes |
+| Activity Reassigned | Yes | Yes | Optional | Yes | Yes | Yes |
+| Activity Completed | Yes | Optional | Close outstanding reminders | Yes | Yes | Yes |
+| Activity Cancelled | Yes | Optional | Close reminders | Yes | Yes | Yes |
+| Activity Overdue | Optional derived marker | Yes | Yes | Yes | No | Yes |
+| Lead Created | Yes | Optional | Optional | Yes | Yes | Yes |
+| Lead Assigned / Handoff Ready | Yes | Yes | Optional | Yes | Yes | Yes |
+| Opportunity Created | Yes | Optional | Optional | Yes | Yes | Yes |
+| Opportunity Reassigned | Yes | Yes | Optional | Yes | Yes | Yes |
+| Expected Award Date Changed | Yes | Optional | Yes | Yes | Yes | Yes |
+| Hot Project Flagged | Yes | Yes | Optional | Yes | Yes | Yes |
+| Quotation Created | Yes | Optional | Optional | Yes | Yes | Yes |
+| Quotation Sent | Yes | Optional | Optional | Yes | Yes | Yes |
+| Quotation Pending Approval | Yes | Yes | Yes | Yes | Yes | Yes |
+| Quotation Approved / Rejected / Returned | Yes | Yes | Close or move reminders | Yes | Yes | Yes |
+| Quotation Expiring Soon | Optional | Yes | Yes | Yes | No | Yes |
+| Opportunity Marked Won | Yes | Optional | Close forward-chasing reminders | Yes | Yes | Yes |
+| Opportunity Marked Lost | Yes | Optional | Close forward-chasing reminders | Yes | Yes | Yes |
+| PO Received | Yes | Optional | Optional | Yes | Yes | Yes |
+
+Frozen rules:
+- Audit log records mutation truth.
+- Timeline records business-readable chronology.
+- Dashboard / workspace metrics consume aggregated event effects, not raw notification counts.
+
+## 27. Workspace Navigation Diagram Freeze
+
+```text
+My Day
+|- Customer Workspace
+|  |- Contacts
+|  |- Activities
+|  |- Timeline
+|  |- Leads
+|  |- Opportunities
+|  |- Quotations
+|
+|- Lead Workspace
+|  |- Qualification
+|  |- Follow-up
+|  |- Handoff
+|
+|- Opportunity Workspace
+|  |- Execution
+|  |- Follow-up
+|  |- Forecast
+|  |- Outcome
+|
+|- Quotation Workspace
+|  |- Pricing
+|  |- Revision
+|  |- Approval
+|  |- Customer Package
+|
+|- Calendar Workspace
+|  |- Personal
+|  |- Team
+|  |- Manager
+|  |- Executive
+|
+|- Manager Workspace
+|  |- Team Activities
+|  |- Forecast
+|  |- Hot Projects
+|  |- Approval Queue
+|
+`- Executive Workspace
+   |- Pipeline
+   |- Revenue Outlook
+   `- Strategic Accounts
+```
+
+## 28. Customer 360 Diagram Freeze
+
+```text
+Customer
+|- Ownership
+|- Contacts
+|- Relationship Health
+|- Activities / Upcoming Work
+|- Timeline
+|- Leads
+|- Opportunities
+|- Quotations
+|- PO / Won History
+|- Files / Documents
+`- Notes / Relationship Summary
+```
+
+## 29. Daily User Journey Freeze
+
+### Marketing
+
+```text
+My Day -> Lead Queue -> Lead Detail -> Follow-up -> Handoff Ready -> Next Scheduled Action
+```
+
+### Sales
+
+```text
+My Day -> Opportunity Workspace -> Customer Context -> Quotation Workspace -> Next Activity -> Calendar Check
+```
+
+### Manager
+
+```text
+Manager Workspace -> Team Calendar -> Overdue / Idle Review -> Forecast Challenge -> Reassignment / Escalation
+```
+
+### Executive
+
+```text
+Executive Workspace -> Strategic Customer Review -> Pipeline / Revenue Review -> Exception Drill-down
+```
+
+## 30. Current-System Alignment Notes
+
+Current implementation signals already supporting this blueprint:
+- customer detail already behaves as relationship context plus related opportunity / quotation bridge
+- opportunity and quotation already contain follow-up, Hot Project, forecast-related date fields
+- dashboard already aggregates follow-up and Hot Project signals
+- notification foundation already exists, but current production rules focus mainly on approval events
+
+Current gaps still intentionally unresolved:
+- no shared production `Activity` entity yet
+- no dedicated calendar workspace yet
+- no My Day workspace yet
+- manager workspace is not yet implemented as a first-class operational surface
+- current `workspaces` navigation still refers to organization / team administration, not business role workspaces
+
+## 31. Freeze Outcome For BU-R.0.1
+
+This pass extends the original blueprint without changing previously frozen principles.
+
+Newly frozen business architecture in this pass:
+- Activity as governed shared work model
+- Customer Workspace as the relationship execution hub
+- Calendar Workspace as cross-role time-based operating surface
+- My Day as user action home screen
+- Manager Workspace as execution control tower
+- Business Event Matrix as the fan-out rule for timeline, notification, dashboard, reminder, and audit behavior