alla-allaos-fullstack/docs/implementation/task-c1-customer-ownership-contact-sharing-governance.md

Task C.1: Customer Ownership and Contact Sharing Governance

Summary

Task C.1 completes the missing customer-governance layer by adding:

• persistent customer owner fields and owner history
• persistent contact sharing
• owner/share-aware customer and contact visibility
• lead owner suggestion during lead/enquiry creation

Delivered

• Added ownerUserId, ownerAssignedAt, and ownerAssignedBy to crm_customers
• Added crm_customer_owner_history
• Added crm_contact_shares
• Added customer owner management route:
  • PATCH /api/crm/customers/[id]/owner
  • DELETE /api/crm/customers/[id]/owner
• Added contact sharing routes:
  • GET /api/crm/customers/[id]/contacts/[contactId]/shares
  • POST /api/crm/customers/[id]/contacts/[contactId]/shares
  • DELETE /api/crm/customers/[id]/contacts/[contactId]/shares/[shareId]
• Expanded customer list/detail contracts with owner and share metadata
• Added customer owner card with history on customer detail
• Added contact sharing management UI on customer detail
• Added owner columns and owner filter on customer list
• Added new permissions:
  • crm.customer.owner.read
  • crm.customer.owner.manage
  • crm.contact.share.read
  • crm.contact.share.create
  • crm.contact.share.delete
  • crm.contact.share.manage
• Added lead/enquiry assignee suggestion from selected customer owner
• Added audit events for:
  • assign_owner
  • change_owner
  • clear_owner
  • share
  • unshare
  • lead_owner_suggestion_used
  • lead_owner_suggestion_overridden

Verification

• npx tsc --noEmit

Remaining limitation

• Team-scope visibility is still approximate because the production model still lacks an explicit CRM team hierarchy.