3.4 KiB
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
crm_leads
crm_enquiries.lead_id
ADR
ADR-0018
Seed Categories
crm_lead_awareness
crm_lead_status
crm_lead_followup_status
crm_lead_lost_reason
Document Sequences
crm_lead
crm_enquiry
Rule
If an item already exists:
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:
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:
create missing records
Existing options:
leave unchanged
Scope D5.1.3 Document Sequence Audit
Verify:
crm_lead
crm_enquiry
exist in document sequence configuration.
If missing:
add only missing configuration
Scope D5.1.4 Foundation Registration
Update:
docs/standards/project-foundations.md
Add:
Lead Foundation
Purpose:
Marketing-owned lead domain.
Scope D5.1.5 Task Catalog Registration
Update:
docs/standards/task-catalog.md
Register:
Task D.5
Task D.5.1
Scope D5.1.6 Output Documentation
Create:
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:
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
crm_leads
crm_enquiries.lead_id
ADR-0018
Missing Foundation
...
Completed Foundation
...
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