task-ep.1.7
This commit is contained in:
phaichayon
649
plans/task-ep.1.7.md
Normal file
649
plans/task-ep.1.7.md
Normal file
@@ -0,0 +1,649 @@
|
||||
# Task EP.1.7 – My Day Workspace Foundation
|
||||
|
||||
**Status:** Foundation Implemented
|
||||
|
||||
**Priority:** Critical
|
||||
|
||||
**Type:** Workspace / Operational Dashboard / Productivity Foundation
|
||||
|
||||
---
|
||||
|
||||
# Depends On
|
||||
|
||||
* EP.1.1 Activity Domain Foundation
|
||||
|
||||
* EP.1.2 Activity Integration & Legacy Follow-up Adapter
|
||||
|
||||
* EP.1.3 Business Event Foundation
|
||||
|
||||
* EP.1.4 Projection Foundation & Delivery Reliability
|
||||
|
||||
* EP.1.4.1 Transactional Outbox Activation & Worker Runtime
|
||||
|
||||
* EP.1.5 Timeline Projection Foundation
|
||||
|
||||
* EP.1.6 Calendar Projection, Workspace & Big Calendar Foundation
|
||||
|
||||
* BU-R.0
|
||||
|
||||
* BU-R.0.1
|
||||
|
||||
* BU-R.1
|
||||
|
||||
* AR.1
|
||||
|
||||
* AR.2
|
||||
|
||||
* ENG.0
|
||||
|
||||
---
|
||||
|
||||
# Objective
|
||||
|
||||
Introduce the first operational workspace that users open every morning.
|
||||
|
||||
My Day becomes the single productivity workspace where Marketing, Sales, Managers, and Executives immediately understand:
|
||||
|
||||
* what must be done today
|
||||
* what is overdue
|
||||
* what is important
|
||||
* what is blocked
|
||||
* what is approaching
|
||||
* what requires attention
|
||||
|
||||
without navigating through Lead, Opportunity, Quotation, Calendar, Timeline, and Approval individually.
|
||||
|
||||
My Day is **NOT** another business domain.
|
||||
|
||||
It is a read-oriented operational workspace.
|
||||
|
||||
---
|
||||
|
||||
# Business Outcome
|
||||
|
||||
When a Sales user logs in, the first screen should answer:
|
||||
|
||||
> What should I do next?
|
||||
|
||||
When a Manager logs in, the first screen should answer:
|
||||
|
||||
> Which team members require attention?
|
||||
|
||||
---
|
||||
|
||||
# Workspace Principles
|
||||
|
||||
## My Day never owns business data
|
||||
|
||||
My Day aggregates information.
|
||||
|
||||
It never becomes the source of:
|
||||
|
||||
* Activity
|
||||
* Lead
|
||||
* Opportunity
|
||||
* Quotation
|
||||
* Approval
|
||||
* Calendar
|
||||
|
||||
---
|
||||
|
||||
## Activity remains the operational owner
|
||||
|
||||
Every actionable task ultimately resolves to Activity.
|
||||
|
||||
My Day never edits projection rows.
|
||||
|
||||
---
|
||||
|
||||
## Calendar owns scheduling
|
||||
|
||||
My Day consumes Calendar Projection.
|
||||
|
||||
Calendar remains responsible for scheduling.
|
||||
|
||||
---
|
||||
|
||||
## Timeline owns history
|
||||
|
||||
Timeline answers:
|
||||
|
||||
"What happened?"
|
||||
|
||||
My Day answers:
|
||||
|
||||
"What should happen next?"
|
||||
|
||||
---
|
||||
|
||||
# Review Required
|
||||
|
||||
Review:
|
||||
|
||||
* AGENTS.md
|
||||
* Engineering Constitution
|
||||
* Project Foundations
|
||||
* Architecture Rules
|
||||
* UI UX Rules
|
||||
* LAYOUT.md
|
||||
* AR.2 Workspace UI UX Design Note
|
||||
* EP.1.5 Timeline
|
||||
* EP.1.6 Calendar
|
||||
* CRM Security
|
||||
* Activity Domain
|
||||
* Projection Runtime
|
||||
|
||||
UI review must use:
|
||||
|
||||
* ui-ux-pro-max
|
||||
|
||||
---
|
||||
|
||||
# Scope
|
||||
|
||||
# Part 1 — Workspace Route
|
||||
|
||||
Introduce
|
||||
|
||||
```text
|
||||
/dashboard/crm/my-day
|
||||
```
|
||||
|
||||
This becomes the default landing page for CRM users after login.
|
||||
|
||||
---
|
||||
|
||||
# Part 2 — Workspace Composition
|
||||
|
||||
The page is composed of widgets.
|
||||
|
||||
Widgets are independent read models.
|
||||
|
||||
Widgets never own business logic.
|
||||
|
||||
---
|
||||
|
||||
# Part 3 — Workspace Widget Registry
|
||||
|
||||
Introduce
|
||||
|
||||
WorkspaceWidgetRegistry
|
||||
|
||||
Each widget defines:
|
||||
|
||||
* id
|
||||
* title
|
||||
* priority
|
||||
* icon
|
||||
* permission
|
||||
* visibility
|
||||
* refresh strategy
|
||||
* empty state
|
||||
|
||||
Widgets must be individually reusable.
|
||||
|
||||
---
|
||||
|
||||
# Part 4 — Default Widgets
|
||||
|
||||
Minimum widgets
|
||||
|
||||
## Today's Schedule
|
||||
|
||||
Consumes Calendar.
|
||||
|
||||
Shows:
|
||||
|
||||
* Meeting
|
||||
* Visit
|
||||
* Site Survey
|
||||
* Follow-up
|
||||
|
||||
---
|
||||
|
||||
## Overdue Activities
|
||||
|
||||
Consumes Activity.
|
||||
|
||||
---
|
||||
|
||||
## Due Today
|
||||
|
||||
Consumes Calendar.
|
||||
|
||||
---
|
||||
|
||||
## Hot Projects
|
||||
|
||||
Consumes Opportunity.
|
||||
|
||||
Only projects currently flagged as Hot Project.
|
||||
|
||||
---
|
||||
|
||||
## Quotations Requiring Attention
|
||||
|
||||
Examples
|
||||
|
||||
* expiring soon
|
||||
* pending approval
|
||||
* returned for revision
|
||||
|
||||
---
|
||||
|
||||
## Pending Approvals
|
||||
|
||||
Consumes Approval.
|
||||
|
||||
---
|
||||
|
||||
## Recently Updated
|
||||
|
||||
Consumes Timeline.
|
||||
|
||||
---
|
||||
|
||||
## My Statistics
|
||||
|
||||
Examples
|
||||
|
||||
* Activities Today
|
||||
* Meetings
|
||||
* Visits
|
||||
* Closed Activities
|
||||
|
||||
---
|
||||
|
||||
# Part 5 — Workspace Data Priority Matrix
|
||||
|
||||
Freeze rendering priority.
|
||||
|
||||
Example
|
||||
|
||||
Priority 1
|
||||
|
||||
Overdue
|
||||
|
||||
↓
|
||||
|
||||
Priority 2
|
||||
|
||||
Today's Meetings
|
||||
|
||||
↓
|
||||
|
||||
Priority 3
|
||||
|
||||
Today's Visits
|
||||
|
||||
↓
|
||||
|
||||
Priority 4
|
||||
|
||||
Approvals
|
||||
|
||||
↓
|
||||
|
||||
Priority 5
|
||||
|
||||
Quotation Expiring
|
||||
|
||||
↓
|
||||
|
||||
Priority 6
|
||||
|
||||
Expected Award
|
||||
|
||||
↓
|
||||
|
||||
Priority 7
|
||||
|
||||
Hot Project
|
||||
|
||||
↓
|
||||
|
||||
Priority 8
|
||||
|
||||
Upcoming Activities
|
||||
|
||||
Widgets should appear in business importance order.
|
||||
|
||||
---
|
||||
|
||||
# Part 6 — Add Activity
|
||||
|
||||
Primary workspace action.
|
||||
|
||||
Display
|
||||
|
||||
```text
|
||||
+ Add Activity
|
||||
```
|
||||
|
||||
Must reuse existing
|
||||
|
||||
Activity Form
|
||||
|
||||
Activity API
|
||||
|
||||
Activity Service
|
||||
|
||||
No duplicate Activity implementation.
|
||||
|
||||
Support
|
||||
|
||||
* Meeting
|
||||
* Visit
|
||||
* Follow-up
|
||||
* Phone Call
|
||||
* Reminder
|
||||
* Internal Task
|
||||
* Site Survey
|
||||
|
||||
Context-aware prefills:
|
||||
|
||||
* Customer
|
||||
* Lead
|
||||
* Opportunity
|
||||
* Quotation
|
||||
* selected Calendar date
|
||||
|
||||
---
|
||||
|
||||
# Part 7 — Quick Actions
|
||||
|
||||
Examples
|
||||
|
||||
Complete
|
||||
|
||||
Reschedule
|
||||
|
||||
Cancel
|
||||
|
||||
Open Activity
|
||||
|
||||
Open Customer
|
||||
|
||||
Open Opportunity
|
||||
|
||||
Open Quotation
|
||||
|
||||
Open Calendar
|
||||
|
||||
Actions must call source services.
|
||||
|
||||
---
|
||||
|
||||
# Part 8 — Workspace Filters
|
||||
|
||||
Support
|
||||
|
||||
* Today
|
||||
* Tomorrow
|
||||
* This Week
|
||||
* User
|
||||
* Team
|
||||
* Branch
|
||||
* Product
|
||||
* Customer
|
||||
* Activity Type
|
||||
* Hot Project
|
||||
|
||||
---
|
||||
|
||||
# Part 9 — Workspace Layout
|
||||
|
||||
Suggested layout
|
||||
|
||||
```text
|
||||
----------------------------------------------------
|
||||
|
||||
Good Morning
|
||||
|
||||
Summary KPIs
|
||||
|
||||
----------------------------------------------------
|
||||
|
||||
Today's Schedule
|
||||
|
||||
Overdue
|
||||
|
||||
Hot Projects
|
||||
|
||||
Pending Approvals
|
||||
|
||||
----------------------------------------------------
|
||||
|
||||
Quotation Attention
|
||||
|
||||
Recent Activity
|
||||
|
||||
----------------------------------------------------
|
||||
|
||||
Quick Actions
|
||||
|
||||
----------------------------------------------------
|
||||
```
|
||||
|
||||
Must follow
|
||||
|
||||
LAYOUT.md
|
||||
|
||||
and
|
||||
|
||||
ui-ux-rules.md
|
||||
|
||||
---
|
||||
|
||||
# Part 10 — Personal vs Manager Mode
|
||||
|
||||
Personal
|
||||
|
||||
Shows
|
||||
|
||||
* own Activities
|
||||
* own Calendar
|
||||
* own Quotations
|
||||
* own Approvals
|
||||
|
||||
Manager
|
||||
|
||||
Adds
|
||||
|
||||
* team workload
|
||||
* overdue team Activities
|
||||
* team Calendar
|
||||
* team approvals
|
||||
|
||||
Uses existing CRM permissions.
|
||||
|
||||
---
|
||||
|
||||
# Part 11 — Widget Refresh
|
||||
|
||||
Widgets should refresh independently.
|
||||
|
||||
No full-page reload.
|
||||
|
||||
Reuse React Query.
|
||||
|
||||
---
|
||||
|
||||
# Part 12 — Empty States
|
||||
|
||||
Every widget must define
|
||||
|
||||
* loading
|
||||
* empty
|
||||
* permission denied
|
||||
|
||||
---
|
||||
|
||||
# Part 13 — Notification Entry Points
|
||||
|
||||
Widgets provide links into
|
||||
|
||||
* Calendar
|
||||
* Timeline
|
||||
* Activity
|
||||
* Customer
|
||||
* Opportunity
|
||||
* Quotation
|
||||
|
||||
Notifications remain outside scope.
|
||||
|
||||
---
|
||||
|
||||
# Part 14 — Workspace Performance
|
||||
|
||||
Support
|
||||
|
||||
* lazy loading
|
||||
* independent queries
|
||||
* cached widgets
|
||||
* bounded datasets
|
||||
|
||||
---
|
||||
|
||||
# Part 15 — Responsive Layout
|
||||
|
||||
Desktop
|
||||
|
||||
Tablet
|
||||
|
||||
Mobile
|
||||
|
||||
Mobile defaults to
|
||||
|
||||
Today's Schedule
|
||||
|
||||
---
|
||||
|
||||
# Part 16 — Workspace Security
|
||||
|
||||
Every widget must reuse
|
||||
|
||||
CRM Security Context
|
||||
|
||||
No widget bypasses permission.
|
||||
|
||||
---
|
||||
|
||||
# Part 17 — My Day UX Review
|
||||
|
||||
Review with
|
||||
|
||||
* ui-ux-pro-max
|
||||
* LAYOUT.md
|
||||
* ui-ux-rules.md
|
||||
|
||||
Review
|
||||
|
||||
* hierarchy
|
||||
* density
|
||||
* responsiveness
|
||||
* accessibility
|
||||
* dark mode
|
||||
* keyboard
|
||||
* empty state
|
||||
* loading
|
||||
* interaction consistency
|
||||
|
||||
---
|
||||
|
||||
# Part 18 — Workspace Analytics
|
||||
|
||||
Track
|
||||
|
||||
* widget usage
|
||||
* quick action usage
|
||||
* Add Activity usage
|
||||
* completion rate
|
||||
|
||||
No sensitive business payload stored.
|
||||
|
||||
---
|
||||
|
||||
# Deliverables
|
||||
|
||||
1. My Day Workspace
|
||||
2. Widget Registry
|
||||
3. Workspace Layout
|
||||
4. Today's Schedule Widget
|
||||
5. Overdue Widget
|
||||
6. Due Today Widget
|
||||
7. Hot Project Widget
|
||||
8. Pending Approval Widget
|
||||
9. Quotation Attention Widget
|
||||
10. Recent Activity Widget
|
||||
11. My Statistics Widget
|
||||
12. Add Activity Action
|
||||
13. Quick Actions
|
||||
14. Workspace Filters
|
||||
15. Manager Mode
|
||||
16. Widget Refresh Strategy
|
||||
17. Responsive Layout
|
||||
18. Workspace Analytics
|
||||
19. My Day UX Review Report
|
||||
20. EP.2.0 Readiness Report
|
||||
|
||||
---
|
||||
|
||||
# Constraints
|
||||
|
||||
Must preserve
|
||||
|
||||
* Activity ownership
|
||||
* Calendar ownership
|
||||
* Timeline ownership
|
||||
* Opportunity ownership
|
||||
* Quotation ownership
|
||||
* Approval ownership
|
||||
|
||||
Must not introduce
|
||||
|
||||
* duplicate Activity
|
||||
* duplicate Calendar
|
||||
* duplicate Timeline
|
||||
* duplicate Notification
|
||||
|
||||
No breaking API changes.
|
||||
|
||||
---
|
||||
|
||||
# Testing
|
||||
|
||||
* Widget rendering
|
||||
* Widget refresh
|
||||
* Permission
|
||||
* Add Activity
|
||||
* Quick Actions
|
||||
* Filters
|
||||
* Responsive
|
||||
* Mobile
|
||||
* Manager Mode
|
||||
* Empty State
|
||||
* Loading
|
||||
* Dark Mode
|
||||
* Accessibility
|
||||
* Performance
|
||||
|
||||
---
|
||||
|
||||
# Acceptance Criteria
|
||||
|
||||
* My Day becomes the default operational workspace for CRM users.
|
||||
* All widgets consume existing source domains or projections without introducing duplicate business logic.
|
||||
* The primary **Add Activity** action reuses the existing Activity form, API, and service.
|
||||
* Widgets refresh independently using React Query and do not require full-page reloads.
|
||||
* Personal and Manager modes enforce existing CRM permissions and team visibility rules.
|
||||
* The Workspace Widget Registry defines widget composition, priority, permissions, and refresh behavior.
|
||||
* The Workspace Data Priority Matrix determines the display order of actionable information.
|
||||
* UI follows `LAYOUT.md`, `ui-ux-rules.md`, and is reviewed with `ui-ux-pro-max`.
|
||||
* Existing Activity, Calendar, Timeline, Approval, Dashboard, Reports, and Notification behavior remain unchanged.
|
||||
|
||||
---
|
||||
|
||||
# Success Criteria
|
||||
|
||||
ALLA OS gains a unified **My Day Operational Workspace** where users can start their day, understand priorities, create and manage Activities, and navigate seamlessly to Calendar, Timeline, Customers, Opportunities, Quotations, and Approvals from a single productivity-focused workspace.
|
||||
Reference in New Issue
Block a user