# Task D.5.1: Lead Foundation Stabilization & Output Completion ## Status Planned ## Objective Complete and stabilize the Lead Foundation introduced by Task D.5 Phase 1. This task must not recreate existing schema objects that already exist. The objective is to: * verify completed D.5 foundation work * document missing outputs * complete missing seeds * complete foundation registration * establish migration verification * prepare the platform for D.5.2 Lead API Foundation --- # Mandatory Review Review: * AGENTS.md * Project Foundations Registry * Task Catalog * ADR-0018 Lead / Enquiry Domain Separation * Existing D.5 implementation summary * Current schema.ts * Current migration history * Current seed files --- # Required Historical Verification Before writing any code verify whether the following already exist: ## Schema ```txt crm_leads crm_enquiries.lead_id ``` --- ## ADR ```txt ADR-0018 ``` --- ## Seed Categories ```txt crm_lead_awareness crm_lead_status crm_lead_followup_status crm_lead_lost_reason ``` --- ## Document Sequences ```txt crm_lead crm_enquiry ``` --- # Rule If an item already exists: ```txt DO NOT recreate it DO NOT generate duplicate migrations DO NOT rename existing objects ``` Document the existing implementation instead. --- # Scope D5.1.1 Foundation Audit Create a verification report. Document: ```txt What already exists What is missing What is partially implemented ``` --- # Scope D5.1.2 Seed Completion Verify all Lead master options exist. Missing options only: ```txt create missing records ``` Existing options: ```txt leave unchanged ``` --- # Scope D5.1.3 Document Sequence Audit Verify: ```txt crm_lead crm_enquiry ``` exist in document sequence configuration. If missing: ```txt add only missing configuration ``` --- # Scope D5.1.4 Foundation Registration Update: ```txt docs/standards/project-foundations.md ``` Add: ```txt Lead Foundation ``` Purpose: Marketing-owned lead domain. --- # Scope D5.1.5 Task Catalog Registration Update: ```txt docs/standards/task-catalog.md ``` Register: ```txt Task D.5 Task D.5.1 ``` --- # Scope D5.1.6 Output Documentation Create: ```txt docs/implementation/task-d51-lead-foundation-stabilization.md ``` Document: * schema created * seeds created * sequence configuration * compatibility status --- # Scope D5.1.7 Compatibility Verification Verify: Current CRM still works: ```txt Customer Contact Enquiry Quotation Dashboard Reports ``` No behavior changes allowed. --- # Deliverables ## New Documentation * task-d51-lead-foundation-stabilization.md --- ## Updated Documentation * project-foundations.md * task-catalog.md --- ## Verification Output Produce: ### Existing Foundation ```txt crm_leads crm_enquiries.lead_id ADR-0018 ``` ### Missing Foundation ```txt ... ``` ### Completed Foundation ```txt ... ``` --- # Explicit Non-Scope Do NOT: * create Lead APIs * create Lead UI * create Lead Assignment workflow * migrate records * update dashboard datasets * update report datasets * remove pipeline_stage Those belong to D.5.2+ --- # Definition of Done Task is complete when: * no duplicate schema is created * existing D.5 work is audited * missing seed/configuration is completed * foundation registry is updated * task catalog is updated * D.5 foundation state is documented Result: Lead Foundation = Stabilized Lead Foundation Outputs = Recorded Ready for D.5.2 Lead API Foundation