# Task BU-R.1 – Business Capability Audit Status: Planning Priority: Critical Type: Business Discovery / Capability Audit Depends On - BU-R.0 Business Blueprint Freeze - BU-R.0.1 Workspace & Activity Business Blueprint Completion --- # Objective Audit the current ALLA OS implementation against the frozen Business Blueprint. This phase must identify which business capabilities already exist, which are partially implemented, which require enhancement, and which should be introduced as new capabilities. The purpose is to minimize disruption to the existing architecture while ensuring future implementation aligns with the approved business blueprint. This is a documentation and analysis phase only. No implementation work is allowed. --- # Background BU-R.0 and BU-R.0.1 established the official Business Constitution of ALLA OS. The current repository already contains a mature CRM foundation including: - Customer - Contact - Lead - Opportunity - Quotation - Approval - Document - Organization - RBAC - PDF - Dashboard The next step is to determine how closely the current implementation aligns with the frozen business architecture. --- # Review Required Review all relevant documentation before auditing. Minimum review - AGENTS.md - Project Standards - Architecture Rules - UI/UX Rules - Task Catalog - CRM Terminology - Relationship & Sales Workspace Blueprint - Existing ADRs - Current Schema - Current CRM APIs - Existing Dashboard - Existing Customer Workspace - Existing Lead Workspace - Existing Opportunity Workspace - Existing Quotation Workspace - Existing Approval Module - Existing Notification Module Review source code only for capability verification. Do not redesign. Do not implement. --- # Audit Scope --- ## Part 1 — Relationship Capability Audit Review Customer Contact Customer Account Type Customer Ownership Contact Sharing Relationship Health Customer Timeline Customer Workspace Determine Existing capability Missing capability Refactor candidates Future enhancements --- ## Part 2 — Activity Capability Audit Review Follow-up Meeting Visit Phone Call Reminder Task Notification Internal Task Determine Current activity implementation Duplicate activity concepts Reusable components Potential shared Activity model Activity ownership Activity lifecycle support Calendar readiness Timeline readiness --- ## Part 3 — Lead Capability Audit Review Lead lifecycle Lead ownership Lead assignment Lead qualification Lead conversion Lead follow-up Lead dashboard Determine Blueprint compliance Missing capabilities Legacy behaviour --- ## Part 4 — Opportunity Capability Audit Review Opportunity ownership Forecast Expected Award Date Expected Delivery Date Probability Hot Project Pipeline Outcome Process Status Status Determine Business alignment Schema readiness Service readiness UI readiness --- ## Part 5 — Commercial Capability Audit Review Quotation Revision Approval Pricing PDF Customer Package PO integration Determine Blueprint compliance 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