# 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.