bu1 ad email config

plans/task-bu-r.0.1.md

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+# Task BU-R.0.1 – Workspace & Activity Business Blueprint Completion
+
+Status: Planning
+
+Priority: Critical
+
+Type: Business Discovery / Business Architecture
+
+Depends On:
+
+- BU-R.0 Business Blueprint Freeze
+
+---
+
+# Objective
+
+Complete the remaining business architecture that was intentionally left outside BU-R.0 before beginning Phase R.1 Business Capability Audit.
+
+This phase completes the operational workspace philosophy of ALLA OS by defining:
+
+- Activity Blueprint
+- Workspace Interaction Blueprint
+- Customer Workspace Blueprint
+
+This task remains documentation-only.
+
+No implementation, schema, API, UI, or migration work is allowed.
+
+---
+
+# Background
+
+BU-R.0 successfully froze the core business architecture.
+
+However several operational concepts still require business definition before implementation or capability audit.
+
+The largest remaining gaps are:
+
+- Activity Lifecycle
+- Workspace Interaction
+- Customer Workspace
+- Daily User Workflow
+
+Without these definitions, future Calendar, Timeline, Notification, Dashboard, and My Day implementations may diverge.
+
+---
+
+# Review Required
+
+Review:
+
+- Relationship & Sales Workspace Blueprint v1
+- BU-R.0 Implementation Report
+- Existing CRM UI
+- Existing Customer UI
+- Existing Opportunity Workspace
+- Existing Quotation Workspace
+- Existing Dashboard
+- Existing Calendar discussions
+- Existing Follow-up implementation
+- Existing Task implementation
+- Existing Notification implementation
+
+Review current schema only for understanding.
+
+Do not redesign existing foundations.
+
+---
+
+# Scope
+
+## Part 1 — Activity Blueprint
+
+Freeze Activity as the shared operational business model.
+
+Determine
+
+- Activity Definition
+- Activity Ownership
+- Activity Lifecycle
+- Activity Types
+- Activity Priority
+- Activity Status
+- Activity Assignment
+- Activity Completion Rules
+- Activity Visibility
+- Activity Permission
+- Activity Relationships
+
+Determine whether Activity may reference
+
+- Customer
+- Contact
+- Lead
+- Opportunity
+- Quotation
+- PO
+- Internal Only
+
+Determine
+
+- Follow-up Strategy
+- Reminder Strategy
+- Automation Strategy
+
+Determine
+
+- Calendar Synchronization
+- Timeline Synchronization
+- Notification Synchronization
+
+Freeze the Activity State Machine.
+
+---
+
+## Part 2 — Workspace Interaction Blueprint
+
+Freeze how each business role operates throughout an entire working day.
+
+Define complete workflows for
+
+Marketing
+
+Sales
+
+Sales Manager
+
+Executive
+
+Determine
+
+Login Experience
+
+Primary Landing Page
+
+Workspace Navigation
+
+My Day
+
+Calendar Usage
+
+Timeline Usage
+
+Notification Usage
+
+Customer Navigation
+
+Lead Workflow
+
+Opportunity Workflow
+
+Quotation Workflow
+
+Determine
+
+Daily User Journey
+
+instead of only entity relationships.
+
+---
+
+## Part 3 — Customer Workspace Blueprint
+
+Freeze Customer as the Relationship Workspace.
+
+Determine Customer Workspace layout.
+
+Example sections
+
+Overview
+
+Contacts
+
+Activities
+
+Timeline
+
+Leads
+
+Opportunities
+
+Quotations
+
+PO
+
+Files
+
+Notes
+
+Relationship Summary
+
+Recent Visits
+
+Upcoming Activities
+
+Determine
+
+Customer Timeline
+
+Customer Relationship Health
+
+Customer Follow-up Health
+
+Customer Project History
+
+Determine
+
+Customer 360 View.
+
+---
+
+## Part 4 — Calendar Workspace Blueprint
+
+Expand the Calendar philosophy.
+
+Determine
+
+Personal Calendar
+
+Team Calendar
+
+Manager Calendar
+
+Executive Calendar
+
+Determine
+
+Calendar Sources
+
+Activities
+
+Meetings
+
+Visits
+
+Site Survey
+
+Reminder
+
+Task
+
+Expected Award Date
+
+Expected Delivery Date
+
+Approval Due
+
+Quotation Expiration
+
+Determine
+
+Calendar Filters
+
+Calendar Colors
+
+Calendar Views
+
+Day
+
+Week
+
+Month
+
+Agenda
+
+---
+
+## Part 5 — My Day Blueprint
+
+Freeze
+
+My Day
+
+as the operational home screen.
+
+Determine
+
+Today's Activities
+
+Overdue Activities
+
+Upcoming Meetings
+
+Pending Approvals
+
+Hot Projects
+
+Today's Follow-up
+
+Urgent Quotations
+
+Manager Tasks
+
+Relationship Alerts
+
+Determine
+
+Priority Ordering
+
+Sorting Rules
+
+Urgency Rules
+
+---
+
+## Part 6 — Manager Workspace Blueprint
+
+Freeze
+
+Manager Workspace
+
+Determine
+
+Team Calendar
+
+Team Activities
+
+Overdue Activities
+
+Idle Opportunities
+
+Forecast
+
+Hot Projects
+
+Approval Queue
+
+Workload Balance
+
+Determine
+
+Daily Management Workflow
+
+---
+
+## Part 7 — Business Event Blueprint
+
+Identify every business event that should create
+
+Timeline
+
+Notification
+
+Reminder
+
+Dashboard Update
+
+Audit Log
+
+Future Automation
+
+Examples
+
+Activity Completed
+
+Lead Assigned
+
+Opportunity Created
+
+Quotation Sent
+
+Quotation Approved
+
+Hot Project Flagged
+
+Expected Award Date Changed
+
+PO Received
+
+---
+
+# Deliverables
+
+Produce
+
+## 1
+
+Activity Blueprint
+
+---
+
+## 2
+
+Workspace Interaction Blueprint
+
+---
+
+## 3
+
+Customer Workspace Blueprint
+
+---
+
+## 4
+
+Calendar Workspace Blueprint
+
+---
+
+## 5
+
+My Day Blueprint
+
+---
+
+## 6
+
+Manager Workspace Blueprint
+
+---
+
+## 7
+
+Business Event Matrix
+
+---
+
+## 8
+
+Activity State Machine
+
+---
+
+## 9
+
+Workspace Navigation Diagram
+
+---
+
+## 10
+
+Customer 360 Diagram
+
+---
+
+## 11
+
+Daily User Journey
+
+Marketing
+
+Sales
+
+Manager
+
+Executive
+
+---
+
+## 12
+
+Updated Relationship & Sales Workspace Blueprint v1
+
+Append these new chapters without changing frozen principles from BU-R.0.
+
+---
+
+# Constraints
+
+This task is documentation only.
+
+DO NOT
+
+- modify schema
+- modify migrations
+- modify API
+- modify services
+- modify UI
+- modify permissions
+- modify database
+- modify existing ADR decisions
+
+Preserve current foundation.
+
+Prefer extension over replacement.
+
+---
+
+# Success Criteria
+
+The business operation of every role is fully documented.
+
+Activity becomes the officially governed operational model.
+
+Workspace interaction is fully standardized.
+
+Customer Workspace is finalized.
+
+Calendar philosophy is finalized.
+
+My Day philosophy is finalized.
+
+Manager Workspace is finalized.
+
+Business Event model is frozen.
+
+Blueprint reaches implementation-ready maturity.
+
+Ready for
+
+Phase R.1 – Business Capability Audit.