# Phase R.0 – Business Blueprint Freeze Status: In Progress Priority: Critical Type: Business Discovery / Architecture --- # Objective Freeze the long-term business architecture and business terminology of ALLA OS before performing any schema refactoring or implementation work. This phase focuses on validating business concepts, ownership boundaries, user workflows, lifecycle definitions, and workspace philosophy. No database schema, API, UI, or implementation changes are allowed during this phase. The output of this phase becomes the official Business Blueprint for all future development. --- # Background ALLA OS has evolved from a traditional CRM into a Relationship-Driven Sales Workspace. Several new business concepts have emerged during Business Discovery: - Relationship First - Activity-Centric Workspace - Opportunity owns Project Lifecycle - Quotation owns Document Lifecycle - Calendar as a Workspace instead of a standalone module - Timeline as a generated business view - Customer Account Type (Customer / Prospect) - Expected Award Date - Hot Project Business Model These concepts must be frozen before auditing the existing implementation. --- # Review Required Review all existing business decisions before making any proposal. Must review: - AGENTS.md - Project Standards - Architecture Rules - Task Catalog - Existing CRM Blueprint - Business Discovery notes - Previous ADRs - Existing Schema - Existing API structure - Existing Workspace design Do not assume any undocumented business rule. --- # Scope ## 1. Product Vision Freeze: - Product Vision - Product Mission - Design Philosophy - Core Principles Validate that ALLA OS is positioned as Relationship-Driven Sales Workspace instead of a traditional CRM. --- ## 2. Business Terminology Freeze official definitions. Examples: Customer Prospect Lead Opportunity Quotation PO Activity Follow-up Task Reminder Visit Meeting Site Survey Presentation Timeline Workspace Pipeline Forecast Expected Award Date Expected Delivery Date Hot Project Status Process Status Outcome Every business term must have exactly one official definition. --- ## 3. Customer Relationship Model Review and freeze Customer ↓ Contacts ↓ Activities ↓ Leads ↓ Opportunities ↓ Quotations ↓ PO Validate Customer Account Type - Customer - Prospect Confirm that Customer remains the master entity. --- ## 4. Activity Model Determine whether Activity becomes the single business activity model. Review: Follow-up Visit Meeting Reminder Task Email Phone Call Presentation Site Survey Internal Task Determine Activity ownership Reference strategy Timeline strategy Calendar strategy Notification strategy Future automation capability --- ## 5. Project Lifecycle Freeze Lead ↓ Opportunity ↓ Quotation ↓ PO Review ownership of each stage. --- ## 6. Status Strategy Review Lead Opportunity Quotation Determine Process Status Operational Status Business Outcome Ownership Transition Rules State Machine Confirm that Opportunity owns Project Process Quotation owns Document Status --- ## 7. Hot Project Strategy Freeze business definition. Determine Purpose Owner Calculation Manual Override Approval Dashboard behavior Forecast relationship --- ## 8. Forecast Strategy Freeze Expected Award Date Definition Business meaning Forecast usage Dashboard usage Calendar usage Reminder usage Freeze Expected Delivery Date Definition Business meaning Operation usage --- ## 9. Workspace Model Review Marketing Workspace Sales Workspace Manager Workspace Executive Workspace Determine Daily workflow Workspace navigation Primary landing page Calendar philosophy My Day philosophy Timeline philosophy --- ## 10. Timeline Strategy Determine Timeline owner Timeline generation Timeline source Timeline ordering Timeline visibility Timeline permission Confirm whether Timeline is generated dynamically instead of stored. --- ## 11. Calendar Strategy Determine Calendar data source Activity synchronization Opportunity synchronization Quotation synchronization Reminder synchronization Manager View Team Calendar Personal Calendar --- ## 12. Dashboard Strategy Review Sales Dashboard Manager Dashboard Executive Dashboard Forecast Pipeline Hot Project Overdue Activities Follow-up KPI --- # Deliverables The implementation must produce ## 1 Relationship & Sales Workspace Blueprint v1 --- ## 2 Business Terminology Dictionary --- ## 3 Core Business Principles --- ## 4 Business Capability Map --- ## 5 Business Lifecycle Diagram --- ## 6 Workspace Architecture --- ## 7 Customer Journey --- ## 8 Project Journey --- ## 9 Activity Journey --- ## 10 State Machine Diagram Lead Opportunity Quotation --- ## 11 Gap Summary Current System vs Business Blueprint --- ## 12 Recommended Refactoring Strategy Categorize into No Change Enhancement Refactor New Capability --- # Constraints During this phase DO NOT - modify schema - modify migrations - modify database - modify API - modify services - modify UI - modify permissions - modify business logic This phase is documentation and architecture validation only. --- # Success Criteria Business terminology is fully standardized. Every entity has a single owner. No duplicated responsibility exists. No conflicting business rules remain. Customer Journey is finalized. Project Journey is finalized. Workspace philosophy is finalized. Timeline philosophy is finalized. Calendar philosophy is finalized. Ready for Phase R.1 – Business Capability Audit without changing the core architecture. Architecture Protection Rules - Reuse existing Foundation whenever possible. - Prefer Extension over Replacement. - Prefer Composition over Duplication. - Preserve existing API compatibility unless a breaking change is approved. - Preserve Organization, RBAC, Approval, PDF, and Document foundations. - Any schema refactoring must include backward compatibility analysis. - Business Blueprint has higher priority than implementation details. --- # Implementation Progress ## 2026-07-07 Status: In Progress Summary: - Reviewed governance, standards, CRM terminology, security boundaries, ADR lineage, and current schema before proposing any freeze output. - Created the first official blueprint draft: `docs/business/relationship-sales-workspace-blueprint-v1.md` - Recorded the review baseline, freeze decisions, and current governance gaps: `docs/implementation/task-bu-r.0-business-blueprint-freeze-2026-07-07.md` Current outcome: - Phase R.0 has started as a documentation-only architecture task. - The repo now has one central draft document for business vision, terminology, lifecycle ownership, workspace philosophy, timeline, calendar, forecast, Hot Project, and gap summary. - Historical `enquiry` vs `opportunity` conflicts are documented for follow-up reconciliation in Phase R.1.