task-d.5.1
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phaichayon
@@ -1,4 +1,4 @@
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# Task D.5.1: Lead Foundation Schema & Compatibility Layer
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# Task D.5.1: Lead Foundation Stabilization & Output Completion
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## Status
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@@ -6,11 +6,18 @@ Planned
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## Objective
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Create the foundational schema and compatibility layer required for Lead / Enquiry Domain Separation without breaking the existing CRM workflow.
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Complete and stabilize the Lead Foundation introduced by Task D.5 Phase 1.
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This task introduces the Lead domain but does not yet migrate business flows.
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This task must not recreate existing schema objects that already exist.
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The objective is to prepare the platform for D.5.2 and later phases while keeping all existing CRM features operational.
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The objective is to:
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* verify completed D.5 foundation work
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* document missing outputs
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* complete missing seeds
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* complete foundation registration
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* establish migration verification
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* prepare the platform for D.5.2 Lead API Foundation
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---
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@@ -21,111 +28,36 @@ Review:
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* AGENTS.md
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* Project Foundations Registry
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* Task Catalog
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* ADR-0011 Lead / Enquiry Ownership Model
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* ADR-0016 Won / Lost Lifecycle Governance
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* ADR-0018 Lead / Enquiry Domain Separation
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* Task D.3
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* Task D.3.1
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* Task D.4
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* Existing D.5 implementation summary
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* Current schema.ts
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* Current migration history
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* Current seed files
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---
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# Required Skills
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# Required Historical Verification
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## Governance
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Before writing any code verify whether the following already exist:
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* AGENTS.md
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* Architecture Rules
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* Task Contract Template
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* Task Review Checklist
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## CRM
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* Lead / Enquiry Governance
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* Won / Lost Governance
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* Customer Ownership Governance
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## Backend
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* Drizzle ORM Pattern
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* Service Layer Pattern
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* Route Handler Pattern
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## Security
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* CRM Authorization Foundation
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---
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# Scope D5.1.1 Create Lead Table
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Add:
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## Schema
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```txt
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crm_leads
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```
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Initial fields:
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```txt
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id
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organizationId
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branchId
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code
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customerId
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contactId
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projectName
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projectLocation
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awarenessId
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status
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followupStatus
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lostReason
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outcome
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ownerMarketingUserId
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createdBy
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createdAt
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updatedAt
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deletedAt
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crm_enquiries.lead_id
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```
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---
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# Scope D5.1.2 Add Lead Reference to Enquiry
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Modify:
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## ADR
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```txt
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crm_enquiries
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ADR-0018
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```
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Add:
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```txt
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leadId nullable
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```
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Relationship:
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```txt
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crm_leads 1
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→ N crm_enquiries
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```
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No business flow changes yet.
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---
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# Scope D5.1.3 Master Data Foundation
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Create categories:
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## Seed Categories
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```txt
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crm_lead_awareness
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@@ -134,141 +66,193 @@ crm_lead_followup_status
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crm_lead_lost_reason
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```
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Seed:
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## crm_lead_awareness
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```txt
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Google Search / Website
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Social Media
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Email Marketing
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Visit
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Exhibition / Event
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Brochure / Catalog
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Word of Mouth
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Corporate Car
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Product Label
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Re-purchasing
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Introducing
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BCI
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```
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## crm_lead_status
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```txt
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new_job
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follow_up
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closed_lost
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cancel
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```
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## crm_lead_followup_status
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```txt
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budget_pending
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project_under_review
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spec_clarification
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site_survey_waiting
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drawing_followup
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quotation_preparation
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waiting_po
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```
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## crm_lead_lost_reason
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```txt
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price
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delivery_time
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sales_person
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service
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customer
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product_quality
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other
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transfer
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```
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---
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# Scope D5.1.4 Document Sequence Foundation
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Register:
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## Document Sequences
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```txt
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crm_lead
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crm_enquiry
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```
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Document codes:
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---
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# Rule
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If an item already exists:
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```txt
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Lead:
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LD2606-001
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Enquiry:
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EN2606-001
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DO NOT recreate it
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DO NOT generate duplicate migrations
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DO NOT rename existing objects
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```
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Do not switch existing generation logic yet.
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Only prepare configuration.
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Document the existing implementation instead.
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---
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# Scope D5.1.5 Compatibility Layer
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# Scope D5.1.1 Foundation Audit
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Keep existing:
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Create a verification report.
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Document:
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```txt
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crm_enquiries.pipeline_stage
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What already exists
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What is missing
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What is partially implemented
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```
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unchanged.
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No route behavior changes.
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No dashboard changes.
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No report changes.
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No migration of existing records.
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This task prepares schema only.
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---
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# Scope D5.1.6 Authorization Preparation
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# Scope D5.1.2 Seed Completion
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Add placeholders for future Lead permissions:
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Verify all Lead master options exist.
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Missing options only:
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```txt
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crm.lead.read
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crm.lead.create
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crm.lead.update
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crm.lead.assign
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crm.lead.delete
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create missing records
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```
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No enforcement changes yet.
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Existing options:
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```txt
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leave unchanged
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```
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---
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# Scope D5.1.3 Document Sequence Audit
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Verify:
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```txt
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crm_lead
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crm_enquiry
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```
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exist in document sequence configuration.
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If missing:
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```txt
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add only missing configuration
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```
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---
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# Scope D5.1.4 Foundation Registration
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Update:
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```txt
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docs/standards/project-foundations.md
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```
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Add:
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```txt
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Lead Foundation
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```
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Purpose:
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Marketing-owned lead domain.
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---
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# Scope D5.1.5 Task Catalog Registration
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Update:
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```txt
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docs/standards/task-catalog.md
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```
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Register:
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```txt
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Task D.5
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Task D.5.1
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```
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---
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# Scope D5.1.6 Output Documentation
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Create:
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```txt
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docs/implementation/task-d51-lead-foundation-stabilization.md
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```
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Document:
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* schema created
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* seeds created
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* sequence configuration
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* compatibility status
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---
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# Scope D5.1.7 Compatibility Verification
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Verify:
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Current CRM still works:
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```txt
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Customer
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Contact
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Enquiry
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Quotation
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Dashboard
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Reports
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```
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No behavior changes allowed.
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---
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# Deliverables
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## New
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## New Documentation
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* crm_leads schema
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* lead master option categories
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* lead document sequence configuration
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* ADR-0018 references
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* task-d51-lead-foundation-stabilization.md
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---
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## Modified
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## Updated Documentation
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* crm_enquiries
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* foundation.seed.ts
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* document sequence seed
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* CRM permission registry
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* project-foundations.md
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* task-catalog.md
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---
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## Verification Output
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Produce:
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### Existing Foundation
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```txt
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crm_leads
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crm_enquiries.lead_id
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ADR-0018
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```
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### Missing Foundation
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```txt
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...
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```
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### Completed Foundation
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```txt
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...
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```
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---
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@@ -278,54 +262,13 @@ Do NOT:
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* create Lead APIs
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* create Lead UI
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* create Lead assignment workflow
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* migrate existing records
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* change dashboard
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* change reports
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* change security behavior
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* create Lead Assignment workflow
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* migrate records
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* update dashboard datasets
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* update report datasets
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* remove pipeline_stage
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Those belong to later D.5 phases.
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---
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# Verification
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Verify:
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```txt
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npm exec tsc --noEmit
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```
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Verify:
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```txt
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crm_leads table exists
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```
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Verify:
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```txt
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crm_enquiries.leadId exists
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```
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Verify:
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```txt
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lead master options seeded
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```
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Verify:
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```txt
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document sequence configuration exists
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```
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Verify:
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```txt
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existing CRM workflow remains unchanged
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```
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Those belong to D.5.2+
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---
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@@ -333,17 +276,17 @@ existing CRM workflow remains unchanged
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Task is complete when:
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* Lead schema exists
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* Enquiry can reference Lead
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* Lead master data exists
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* Lead document sequence exists
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* Existing CRM remains fully operational
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* No business workflow regression occurs
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* no duplicate schema is created
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* existing D.5 work is audited
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* missing seed/configuration is completed
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* foundation registry is updated
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* task catalog is updated
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* D.5 foundation state is documented
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Result:
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Lead Foundation = Established
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Lead Foundation = Stabilized
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Compatibility Layer = Established
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Lead Foundation Outputs = Recorded
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Ready for D.5.2 Lead APIs & UI
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Ready for D.5.2 Lead API Foundation
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Reference in New Issue
Block a user