alla-allaos-fullstack/docs/implementation/task-ep1.7-my-day-workspace-foundation-2026-07-13.md

Task EP.1.7 My Day Workspace Foundation - 2026-07-13

Scope Delivered

• added My Day feature module under src/features/crm/my-day/**
• added /api/crm/my-day route handler with organization access and CRM Activity read permission
• added /dashboard/crm/my-day workspace route with server prefetch, React Query hydration, loading states, and widget layout
• added My Day Widget Registry with widget id, title, priority, icon, permission, visibility, refresh strategy, and empty state
• added My Day service composition over existing foundations:
  • Calendar Projection for today's schedule and due-today work
  • Activity service for overdue Activity queue
  • CRM Dashboard service for Hot Projects and pending approvals
  • Timeline Projection for recent user-authored updates
• added priority queue ordering for overdue, due today, approvals, hot projects, and schedule items
• added CRM nav entry for My Day before CRM Dashboard
• preserved Activity, Calendar, Timeline, Opportunity, Quotation, Approval, Dashboard, Report, Notification behavior

Review Summary

Reviewed before/during implementation:

• AGENTS.md
• plans/task-ep.1.7.md
• LAYOUT.md
• docs/standards/engineering-constitution.md
• docs/standards/project-foundations.md
• docs/standards/architecture-rules.md
• docs/standards/ui-ux-rules.md
• docs/standards/task-review-checklist.md
• docs/security/crm-authorization-boundaries.md
• docs/business/relationship-sales-workspace-blueprint-v1.md
• docs/implementation/task-ar.2-workspace-ui-ux-design-note-2026-07-07.md
• docs/implementation/task-ep1.5-timeline-projection-foundation-2026-07-13.md
• docs/implementation/task-ep1.6-calendar-projection-workspace-big-calendar-foundation-2026-07-13.md
• existing Activity, Calendar, Timeline, Dashboard, CRM security, and dashboard UI patterns

Architecture Notes

My Day is read-oriented and does not own business data. It composes existing source-domain and projection services instead of introducing duplicate Activity, Calendar, Timeline, Approval, Opportunity, or Quotation logic.

Primary service:

• src/features/crm/my-day/server/service.ts

Public contracts:

• src/features/crm/my-day/api/types.ts
• src/features/crm/my-day/api/service.ts
• src/features/crm/my-day/api/queries.ts

Widget registry:

• src/features/crm/my-day/server/widget-registry.ts

Widget Delivery

Implemented foundation widgets:

• Overdue Activities
• Today's Schedule
• Due Today priority items
• Hot Projects
• Pending Approvals
• Recently Updated
• My Statistics

Quotation Attention is represented in the registry and response contract, but no bespoke quotation-risk query was added in this slice to avoid duplicating Quotation/Dashboard logic before a governed urgency adapter exists.

Security Notes

• Route requires active organization access and crm.activity.read.
• Activity visibility is enforced by existing Activity service.
• Calendar visibility is enforced by existing Calendar projection query service.
• Hot Projects and approvals reuse Dashboard service visibility rules.
• Recent Timeline is limited to the current actor to avoid organization-wide timeline leakage until team-scoped Timeline access is formalized.
• Manager mode is contract-ready but intentionally conservative while team graph scope remains a known governance limitation.

UI/UX Review

• Follows AR.2 My Day design note: high-priority queue first, summary stats, active schedule, hot projects, approvals, recent updates.
• Uses PageContainer, shadcn cards, badges, buttons, and skeletons.
• Adds Add Activity entry point via existing Activity workspace instead of creating a duplicate form.
• Uses deterministic date/time display through src/lib/date-format.ts.
• Empty states exist per rendered widget.
• Status is not color-only: priority, source type, refresh strategy, and action labels are visible text.

Known Follow-ups

• Wire Add Activity to an Activity form sheet with context-aware prefills once reusable Activity form entry is exposed outside the Activity listing.
• Implement source-owned Quotation Attention adapter for expiring soon, pending approval, and returned revision.
• Add manager team filter UI after team hierarchy/scope behavior is formalized.
• Add independent per-widget query endpoints if operational telemetry shows full workspace refetch is too coarse.
• Add workspace analytics for widget usage, quick action usage, Add Activity usage, and completion rate with sanitized payloads.
• Decide rollout for making My Day the post-login/default CRM landing without disrupting the existing dashboard route.

Verification

• npm run typecheck
• npx oxlint src/features/crm/my-day src/app/api/crm/my-day src/app/dashboard/crm/my-day src/config/nav-config.ts

Outcome

EP.1.7 now has a governed My Day Workspace foundation that lets users start from a prioritized operational queue while preserving source-domain ownership and existing CRM workflows.