bu1 ad email config
This commit is contained in:
phaichayon
501
plans/task-bu-r.0.1.md
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501
plans/task-bu-r.0.1.md
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# Task BU-R.0.1 – Workspace & Activity Business Blueprint Completion
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Status: Planning
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Priority: Critical
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Type: Business Discovery / Business Architecture
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Depends On:
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- BU-R.0 Business Blueprint Freeze
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---
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# Objective
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Complete the remaining business architecture that was intentionally left outside BU-R.0 before beginning Phase R.1 Business Capability Audit.
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This phase completes the operational workspace philosophy of ALLA OS by defining:
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- Activity Blueprint
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- Workspace Interaction Blueprint
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- Customer Workspace Blueprint
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This task remains documentation-only.
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No implementation, schema, API, UI, or migration work is allowed.
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---
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# Background
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BU-R.0 successfully froze the core business architecture.
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However several operational concepts still require business definition before implementation or capability audit.
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The largest remaining gaps are:
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- Activity Lifecycle
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- Workspace Interaction
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- Customer Workspace
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- Daily User Workflow
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Without these definitions, future Calendar, Timeline, Notification, Dashboard, and My Day implementations may diverge.
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---
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# Review Required
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Review:
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- Relationship & Sales Workspace Blueprint v1
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- BU-R.0 Implementation Report
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- Existing CRM UI
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- Existing Customer UI
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- Existing Opportunity Workspace
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- Existing Quotation Workspace
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- Existing Dashboard
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- Existing Calendar discussions
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- Existing Follow-up implementation
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- Existing Task implementation
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- Existing Notification implementation
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Review current schema only for understanding.
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Do not redesign existing foundations.
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---
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# Scope
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## Part 1 — Activity Blueprint
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Freeze Activity as the shared operational business model.
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Determine
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- Activity Definition
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- Activity Ownership
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- Activity Lifecycle
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- Activity Types
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- Activity Priority
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- Activity Status
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- Activity Assignment
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- Activity Completion Rules
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- Activity Visibility
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- Activity Permission
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- Activity Relationships
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Determine whether Activity may reference
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- Customer
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- Contact
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- Lead
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- Opportunity
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- Quotation
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- PO
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- Internal Only
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Determine
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- Follow-up Strategy
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- Reminder Strategy
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- Automation Strategy
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Determine
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- Calendar Synchronization
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- Timeline Synchronization
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- Notification Synchronization
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Freeze the Activity State Machine.
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---
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## Part 2 — Workspace Interaction Blueprint
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Freeze how each business role operates throughout an entire working day.
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Define complete workflows for
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Marketing
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Sales
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Sales Manager
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Executive
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Determine
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Login Experience
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Primary Landing Page
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Workspace Navigation
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My Day
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Calendar Usage
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Timeline Usage
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Notification Usage
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Customer Navigation
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Lead Workflow
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Opportunity Workflow
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Quotation Workflow
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Determine
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Daily User Journey
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instead of only entity relationships.
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---
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## Part 3 — Customer Workspace Blueprint
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Freeze Customer as the Relationship Workspace.
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Determine Customer Workspace layout.
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Example sections
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Overview
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Contacts
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Activities
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Timeline
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Leads
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Opportunities
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Quotations
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PO
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Files
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Notes
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Relationship Summary
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Recent Visits
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Upcoming Activities
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Determine
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Customer Timeline
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Customer Relationship Health
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Customer Follow-up Health
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Customer Project History
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Determine
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Customer 360 View.
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---
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## Part 4 — Calendar Workspace Blueprint
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Expand the Calendar philosophy.
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Determine
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Personal Calendar
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Team Calendar
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Manager Calendar
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Executive Calendar
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Determine
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Calendar Sources
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Activities
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Meetings
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Visits
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Site Survey
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Reminder
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Task
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Expected Award Date
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Expected Delivery Date
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Approval Due
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Quotation Expiration
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Determine
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Calendar Filters
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Calendar Colors
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Calendar Views
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Day
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Week
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Month
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Agenda
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---
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## Part 5 — My Day Blueprint
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Freeze
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My Day
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as the operational home screen.
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Determine
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Today's Activities
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Overdue Activities
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Upcoming Meetings
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Pending Approvals
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Hot Projects
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Today's Follow-up
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Urgent Quotations
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Manager Tasks
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Relationship Alerts
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Determine
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Priority Ordering
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Sorting Rules
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Urgency Rules
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---
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## Part 6 — Manager Workspace Blueprint
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Freeze
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Manager Workspace
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Determine
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Team Calendar
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Team Activities
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Overdue Activities
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Idle Opportunities
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Forecast
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Hot Projects
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Approval Queue
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Workload Balance
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Determine
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Daily Management Workflow
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---
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## Part 7 — Business Event Blueprint
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Identify every business event that should create
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Timeline
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Notification
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Reminder
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Dashboard Update
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Audit Log
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Future Automation
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Examples
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Activity Completed
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Lead Assigned
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Opportunity Created
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Quotation Sent
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Quotation Approved
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Hot Project Flagged
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Expected Award Date Changed
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PO Received
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---
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# Deliverables
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Produce
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## 1
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Activity Blueprint
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---
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## 2
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Workspace Interaction Blueprint
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---
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## 3
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Customer Workspace Blueprint
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---
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## 4
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Calendar Workspace Blueprint
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---
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## 5
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My Day Blueprint
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---
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## 6
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Manager Workspace Blueprint
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---
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## 7
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Business Event Matrix
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---
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## 8
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Activity State Machine
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---
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## 9
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Workspace Navigation Diagram
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---
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## 10
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Customer 360 Diagram
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---
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## 11
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Daily User Journey
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Marketing
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Sales
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Manager
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Executive
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---
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## 12
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Updated Relationship & Sales Workspace Blueprint v1
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Append these new chapters without changing frozen principles from BU-R.0.
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---
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# Constraints
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This task is documentation only.
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DO NOT
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- modify schema
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- modify migrations
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- modify API
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- modify services
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- modify UI
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- modify permissions
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- modify database
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- modify existing ADR decisions
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Preserve current foundation.
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Prefer extension over replacement.
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---
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# Success Criteria
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The business operation of every role is fully documented.
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Activity becomes the officially governed operational model.
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Workspace interaction is fully standardized.
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Customer Workspace is finalized.
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Calendar philosophy is finalized.
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My Day philosophy is finalized.
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Manager Workspace is finalized.
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Business Event model is frozen.
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Blueprint reaches implementation-ready maturity.
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Ready for
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Phase R.1 – Business Capability Audit.
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617
plans/task-bu-r.1.md
Normal file
617
plans/task-bu-r.1.md
Normal file
@@ -0,0 +1,617 @@
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# Task BU-R.1 – Business Capability Audit
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Status: Planning
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Priority: Critical
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Type: Business Discovery / Capability Audit
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Depends On
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- BU-R.0 Business Blueprint Freeze
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- BU-R.0.1 Workspace & Activity Business Blueprint Completion
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---
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# Objective
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Audit the current ALLA OS implementation against the frozen Business Blueprint.
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This phase must identify which business capabilities already exist, which are partially implemented, which require enhancement, and which should be introduced as new capabilities.
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The purpose is to minimize disruption to the existing architecture while ensuring future implementation aligns with the approved business blueprint.
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This is a documentation and analysis phase only.
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No implementation work is allowed.
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---
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# Background
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BU-R.0 and BU-R.0.1 established the official Business Constitution of ALLA OS.
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The current repository already contains a mature CRM foundation including:
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- Customer
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- Contact
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- Lead
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- Opportunity
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- Quotation
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- Approval
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- Document
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- Organization
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- RBAC
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- PDF
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- Dashboard
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The next step is to determine how closely the current implementation aligns with the frozen business architecture.
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---
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# Review Required
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Review all relevant documentation before auditing.
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Minimum review
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- AGENTS.md
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- Project Standards
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- Architecture Rules
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- UI/UX Rules
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- Task Catalog
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- CRM Terminology
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- Relationship & Sales Workspace Blueprint
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- Existing ADRs
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- Current Schema
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- Current CRM APIs
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- Existing Dashboard
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- Existing Customer Workspace
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- Existing Lead Workspace
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- Existing Opportunity Workspace
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- Existing Quotation Workspace
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- Existing Approval Module
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- Existing Notification Module
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Review source code only for capability verification.
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Do not redesign.
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Do not implement.
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---
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# Audit Scope
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---
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## Part 1 — Relationship Capability Audit
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Review
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Customer
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Contact
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Customer Account Type
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Customer Ownership
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Contact Sharing
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Relationship Health
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Customer Timeline
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Customer Workspace
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Determine
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Existing capability
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Missing capability
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Refactor candidates
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Future enhancements
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||||
---
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## Part 2 — Activity Capability Audit
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Review
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Follow-up
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Meeting
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Visit
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Phone Call
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Reminder
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||||
Task
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Notification
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Internal Task
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Determine
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Current activity implementation
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Duplicate activity concepts
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Reusable components
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Potential shared Activity model
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||||
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||||
Activity ownership
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||||
Activity lifecycle support
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||||
Calendar readiness
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||||
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||||
Timeline readiness
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||||
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||||
---
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||||
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||||
## Part 3 — Lead Capability Audit
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Review
|
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Lead lifecycle
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||||
Lead ownership
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||||
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||||
Lead assignment
|
||||
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||||
Lead qualification
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||||
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||||
Lead conversion
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||||
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||||
Lead follow-up
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||||
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||||
Lead dashboard
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||||
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||||
Determine
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||||
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||||
Blueprint compliance
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||||
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||||
Missing capabilities
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||||
Legacy behaviour
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||||
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||||
---
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||||
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||||
## Part 4 — Opportunity Capability Audit
|
||||
|
||||
Review
|
||||
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||||
Opportunity ownership
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||||
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||||
Forecast
|
||||
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||||
Expected Award Date
|
||||
|
||||
Expected Delivery Date
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||||
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||||
Probability
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||||
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||||
Hot Project
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||||
Pipeline
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||||
|
||||
Outcome
|
||||
|
||||
Process Status
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||||
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||||
Status
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||||
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||||
Determine
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||||
Business alignment
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||||
Schema readiness
|
||||
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||||
Service readiness
|
||||
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||||
UI readiness
|
||||
|
||||
---
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||||
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## Part 5 — Commercial Capability Audit
|
||||
|
||||
Review
|
||||
|
||||
Quotation
|
||||
|
||||
Revision
|
||||
|
||||
Approval
|
||||
|
||||
Pricing
|
||||
|
||||
PDF
|
||||
|
||||
Customer Package
|
||||
|
||||
PO integration
|
||||
|
||||
Determine
|
||||
|
||||
Blueprint compliance
|
||||
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||||
Missing capabilities
|
||||
|
||||
---
|
||||
|
||||
## Part 6 — Workspace Capability Audit
|
||||
|
||||
Review
|
||||
|
||||
Customer Workspace
|
||||
|
||||
Sales Workspace
|
||||
|
||||
Manager Workspace
|
||||
|
||||
Executive Workspace
|
||||
|
||||
Calendar
|
||||
|
||||
Timeline
|
||||
|
||||
My Day
|
||||
|
||||
Notification
|
||||
|
||||
Dashboard
|
||||
|
||||
Determine
|
||||
|
||||
Existing workspaces
|
||||
|
||||
Navigation gaps
|
||||
|
||||
Role support
|
||||
|
||||
Operational readiness
|
||||
|
||||
---
|
||||
|
||||
## Part 7 — Dashboard Capability Audit
|
||||
|
||||
Review
|
||||
|
||||
Pipeline
|
||||
|
||||
Forecast
|
||||
|
||||
Hot Project
|
||||
|
||||
Follow-up
|
||||
|
||||
Overdue Work
|
||||
|
||||
Sales KPI
|
||||
|
||||
Manager KPI
|
||||
|
||||
Executive KPI
|
||||
|
||||
Determine
|
||||
|
||||
Current implementation
|
||||
|
||||
Metric ownership
|
||||
|
||||
Business alignment
|
||||
|
||||
---
|
||||
|
||||
## Part 8 — Notification Capability Audit
|
||||
|
||||
Review
|
||||
|
||||
Approval Notification
|
||||
|
||||
Reminder
|
||||
|
||||
Follow-up Notification
|
||||
|
||||
Manager Escalation
|
||||
|
||||
Assignment Notification
|
||||
|
||||
Determine
|
||||
|
||||
Current notification model
|
||||
|
||||
Missing business events
|
||||
|
||||
Automation opportunities
|
||||
|
||||
---
|
||||
|
||||
## Part 9 — Business Event Audit
|
||||
|
||||
Review
|
||||
|
||||
Lead Events
|
||||
|
||||
Opportunity Events
|
||||
|
||||
Quotation Events
|
||||
|
||||
Approval Events
|
||||
|
||||
Customer Events
|
||||
|
||||
Determine
|
||||
|
||||
Existing events
|
||||
|
||||
Missing events
|
||||
|
||||
Timeline support
|
||||
|
||||
Calendar support
|
||||
|
||||
Automation readiness
|
||||
|
||||
---
|
||||
|
||||
# Deliverables
|
||||
|
||||
Produce
|
||||
|
||||
## 1
|
||||
|
||||
Business Capability Matrix
|
||||
|
||||
For every capability identify
|
||||
|
||||
- Existing
|
||||
- Partial
|
||||
- Missing
|
||||
- Legacy
|
||||
- Refactor Candidate
|
||||
|
||||
---
|
||||
|
||||
## 2
|
||||
|
||||
Capability Coverage Report
|
||||
|
||||
Percentage coverage
|
||||
|
||||
Customer
|
||||
|
||||
Activity
|
||||
|
||||
Lead
|
||||
|
||||
Opportunity
|
||||
|
||||
Quotation
|
||||
|
||||
Approval
|
||||
|
||||
Dashboard
|
||||
|
||||
Calendar
|
||||
|
||||
Timeline
|
||||
|
||||
Notification
|
||||
|
||||
Workspace
|
||||
|
||||
---
|
||||
|
||||
## 3
|
||||
|
||||
Gap Analysis
|
||||
|
||||
Current System
|
||||
|
||||
vs
|
||||
|
||||
Business Blueprint
|
||||
|
||||
Categorize
|
||||
|
||||
No Change
|
||||
|
||||
Enhancement
|
||||
|
||||
Refactor
|
||||
|
||||
New Capability
|
||||
|
||||
---
|
||||
|
||||
## 4
|
||||
|
||||
Architecture Preservation Report
|
||||
|
||||
Identify
|
||||
|
||||
Core components that should remain unchanged
|
||||
|
||||
Core components requiring extension only
|
||||
|
||||
Components requiring controlled refactoring
|
||||
|
||||
Potential breaking changes
|
||||
|
||||
Backward compatibility concerns
|
||||
|
||||
---
|
||||
|
||||
## 5
|
||||
|
||||
Business Capability Dependency Map
|
||||
|
||||
Show dependency between
|
||||
|
||||
Customer
|
||||
|
||||
Activity
|
||||
|
||||
Lead
|
||||
|
||||
Opportunity
|
||||
|
||||
Quotation
|
||||
|
||||
Approval
|
||||
|
||||
Dashboard
|
||||
|
||||
Calendar
|
||||
|
||||
Timeline
|
||||
|
||||
Notification
|
||||
|
||||
---
|
||||
|
||||
## 6
|
||||
|
||||
Capability Priority Matrix
|
||||
|
||||
Prioritize
|
||||
|
||||
Critical
|
||||
|
||||
High
|
||||
|
||||
Medium
|
||||
|
||||
Low
|
||||
|
||||
based on business value and implementation impact.
|
||||
|
||||
---
|
||||
|
||||
## 7
|
||||
|
||||
Implementation Readiness Report
|
||||
|
||||
Identify
|
||||
|
||||
Ready immediately
|
||||
|
||||
Requires schema enhancement
|
||||
|
||||
Requires service enhancement
|
||||
|
||||
Requires UI enhancement
|
||||
|
||||
Requires future phase
|
||||
|
||||
---
|
||||
|
||||
## 8
|
||||
|
||||
Recommended Epic Breakdown
|
||||
|
||||
Group future implementation into epics.
|
||||
|
||||
Example
|
||||
|
||||
Epic
|
||||
|
||||
Customer Workspace
|
||||
|
||||
Epic
|
||||
|
||||
Activity Platform
|
||||
|
||||
Epic
|
||||
|
||||
Calendar Workspace
|
||||
|
||||
Epic
|
||||
|
||||
Timeline
|
||||
|
||||
Epic
|
||||
|
||||
Manager Workspace
|
||||
|
||||
Epic
|
||||
|
||||
My Day
|
||||
|
||||
Epic
|
||||
|
||||
Notification
|
||||
|
||||
Epic
|
||||
|
||||
Dashboard
|
||||
|
||||
---
|
||||
|
||||
# Constraints
|
||||
|
||||
This phase is documentation only.
|
||||
|
||||
DO NOT
|
||||
|
||||
- modify schema
|
||||
- modify database
|
||||
- modify migrations
|
||||
- modify APIs
|
||||
- modify services
|
||||
- modify UI
|
||||
- modify permissions
|
||||
- modify business logic
|
||||
|
||||
No code changes are permitted.
|
||||
|
||||
---
|
||||
|
||||
# Success Criteria
|
||||
|
||||
Every business capability has been audited.
|
||||
|
||||
Current implementation is mapped to the approved Business Blueprint.
|
||||
|
||||
No duplicate business capability remains unidentified.
|
||||
|
||||
The impact of every future feature is understood.
|
||||
|
||||
Core architecture preservation strategy is documented.
|
||||
|
||||
A prioritized implementation roadmap can be produced without re-discovering business requirements.
|
||||
|
||||
Ready for
|
||||
|
||||
BU-R.2 Domain & Schema Audit.
|
||||
# Implementation Result - 2026-07-07
|
||||
Status: Completed
|
||||
|
||||
Completed:
|
||||
- audited current customer, lead, opportunity, quotation, approval, dashboard, notification, workspace, and security capabilities against the frozen BU-R.0 and BU-R.0.1 blueprint
|
||||
- classified current implementation into `Existing`, `Partial`, `Missing`, `Legacy`, and `Refactor Candidate` capability states
|
||||
- documented preservation-safe direction for later phases without changing code or schema
|
||||
|
||||
Primary findings:
|
||||
- customer ownership, contact sharing, opportunity lifecycle, quotation lifecycle, approval runtime, PDF/document delivery, dashboard KPIs, and CRM security are already strong foundations and should be preserved
|
||||
- follow-up capability is real across lead, opportunity, quotation, and dashboard analytics, but a shared production Activity platform does not yet exist
|
||||
- customer detail is a strong partial Customer Workspace, but generated timeline, relationship health, and activity-centered workspace sections are still missing
|
||||
- calendar, My Day, manager workspace, executive workspace, and generated timeline remain mostly future capability rather than current implementation
|
||||
- notification foundation exists and is production-ready, but business-event coverage is still mostly approval-centric
|
||||
|
||||
Recorded outputs:
|
||||
- [task-bu-r.1-business-capability-audit-2026-07-07.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-bu-r.1-business-capability-audit-2026-07-07.md)
|
||||
|
||||
Verification:
|
||||
- documentation-only phase
|
||||
- no schema, API, service, UI, permission, or business-logic changes made
|
||||
- no build or test command required
|
||||
Reference in New Issue
Block a user