8.4 KiB
Task EP.1.7 – My Day Workspace Foundation
Status: Foundation Implemented
Priority: Critical
Type: Workspace / Operational Dashboard / Productivity Foundation
Depends On
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EP.1.1 Activity Domain Foundation
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EP.1.2 Activity Integration & Legacy Follow-up Adapter
-
EP.1.3 Business Event Foundation
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EP.1.4 Projection Foundation & Delivery Reliability
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EP.1.4.1 Transactional Outbox Activation & Worker Runtime
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EP.1.5 Timeline Projection Foundation
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EP.1.6 Calendar Projection, Workspace & Big Calendar Foundation
-
BU-R.0
-
BU-R.0.1
-
BU-R.1
-
AR.1
-
AR.2
-
ENG.0
Objective
Introduce the first operational workspace that users open every morning.
My Day becomes the single productivity workspace where Marketing, Sales, Managers, and Executives immediately understand:
- what must be done today
- what is overdue
- what is important
- what is blocked
- what is approaching
- what requires attention
without navigating through Lead, Opportunity, Quotation, Calendar, Timeline, and Approval individually.
My Day is NOT another business domain.
It is a read-oriented operational workspace.
Business Outcome
When a Sales user logs in, the first screen should answer:
What should I do next?
When a Manager logs in, the first screen should answer:
Which team members require attention?
Workspace Principles
My Day never owns business data
My Day aggregates information.
It never becomes the source of:
- Activity
- Lead
- Opportunity
- Quotation
- Approval
- Calendar
Activity remains the operational owner
Every actionable task ultimately resolves to Activity.
My Day never edits projection rows.
Calendar owns scheduling
My Day consumes Calendar Projection.
Calendar remains responsible for scheduling.
Timeline owns history
Timeline answers:
"What happened?"
My Day answers:
"What should happen next?"
Review Required
Review:
- AGENTS.md
- Engineering Constitution
- Project Foundations
- Architecture Rules
- UI UX Rules
- LAYOUT.md
- AR.2 Workspace UI UX Design Note
- EP.1.5 Timeline
- EP.1.6 Calendar
- CRM Security
- Activity Domain
- Projection Runtime
UI review must use:
- ui-ux-pro-max
Scope
Part 1 — Workspace Route
Introduce
/dashboard/crm/my-day
This becomes the default landing page for CRM users after login.
Part 2 — Workspace Composition
The page is composed of widgets.
Widgets are independent read models.
Widgets never own business logic.
Part 3 — Workspace Widget Registry
Introduce
WorkspaceWidgetRegistry
Each widget defines:
- id
- title
- priority
- icon
- permission
- visibility
- refresh strategy
- empty state
Widgets must be individually reusable.
Part 4 — Default Widgets
Minimum widgets
Today's Schedule
Consumes Calendar.
Shows:
- Meeting
- Visit
- Site Survey
- Follow-up
Overdue Activities
Consumes Activity.
Due Today
Consumes Calendar.
Hot Projects
Consumes Opportunity.
Only projects currently flagged as Hot Project.
Quotations Requiring Attention
Examples
- expiring soon
- pending approval
- returned for revision
Pending Approvals
Consumes Approval.
Recently Updated
Consumes Timeline.
My Statistics
Examples
- Activities Today
- Meetings
- Visits
- Closed Activities
Part 5 — Workspace Data Priority Matrix
Freeze rendering priority.
Example
Priority 1
Overdue
↓
Priority 2
Today's Meetings
↓
Priority 3
Today's Visits
↓
Priority 4
Approvals
↓
Priority 5
Quotation Expiring
↓
Priority 6
Expected Award
↓
Priority 7
Hot Project
↓
Priority 8
Upcoming Activities
Widgets should appear in business importance order.
Part 6 — Add Activity
Primary workspace action.
Display
+ Add Activity
Must reuse existing
Activity Form
Activity API
Activity Service
No duplicate Activity implementation.
Support
- Meeting
- Visit
- Follow-up
- Phone Call
- Reminder
- Internal Task
- Site Survey
Context-aware prefills:
- Customer
- Lead
- Opportunity
- Quotation
- selected Calendar date
Part 7 — Quick Actions
Examples
Complete
Reschedule
Cancel
Open Activity
Open Customer
Open Opportunity
Open Quotation
Open Calendar
Actions must call source services.
Part 8 — Workspace Filters
Support
- Today
- Tomorrow
- This Week
- User
- Team
- Branch
- Product
- Customer
- Activity Type
- Hot Project
Part 9 — Workspace Layout
Suggested layout
----------------------------------------------------
Good Morning
Summary KPIs
----------------------------------------------------
Today's Schedule
Overdue
Hot Projects
Pending Approvals
----------------------------------------------------
Quotation Attention
Recent Activity
----------------------------------------------------
Quick Actions
----------------------------------------------------
Must follow
LAYOUT.md
and
ui-ux-rules.md
Part 10 — Personal vs Manager Mode
Personal
Shows
- own Activities
- own Calendar
- own Quotations
- own Approvals
Manager
Adds
- team workload
- overdue team Activities
- team Calendar
- team approvals
Uses existing CRM permissions.
Part 11 — Widget Refresh
Widgets should refresh independently.
No full-page reload.
Reuse React Query.
Part 12 — Empty States
Every widget must define
- loading
- empty
- permission denied
Part 13 — Notification Entry Points
Widgets provide links into
- Calendar
- Timeline
- Activity
- Customer
- Opportunity
- Quotation
Notifications remain outside scope.
Part 14 — Workspace Performance
Support
- lazy loading
- independent queries
- cached widgets
- bounded datasets
Part 15 — Responsive Layout
Desktop
Tablet
Mobile
Mobile defaults to
Today's Schedule
Part 16 — Workspace Security
Every widget must reuse
CRM Security Context
No widget bypasses permission.
Part 17 — My Day UX Review
Review with
- ui-ux-pro-max
- LAYOUT.md
- ui-ux-rules.md
Review
- hierarchy
- density
- responsiveness
- accessibility
- dark mode
- keyboard
- empty state
- loading
- interaction consistency
Part 18 — Workspace Analytics
Track
- widget usage
- quick action usage
- Add Activity usage
- completion rate
No sensitive business payload stored.
Deliverables
- My Day Workspace
- Widget Registry
- Workspace Layout
- Today's Schedule Widget
- Overdue Widget
- Due Today Widget
- Hot Project Widget
- Pending Approval Widget
- Quotation Attention Widget
- Recent Activity Widget
- My Statistics Widget
- Add Activity Action
- Quick Actions
- Workspace Filters
- Manager Mode
- Widget Refresh Strategy
- Responsive Layout
- Workspace Analytics
- My Day UX Review Report
- EP.2.0 Readiness Report
Constraints
Must preserve
- Activity ownership
- Calendar ownership
- Timeline ownership
- Opportunity ownership
- Quotation ownership
- Approval ownership
Must not introduce
- duplicate Activity
- duplicate Calendar
- duplicate Timeline
- duplicate Notification
No breaking API changes.
Testing
- Widget rendering
- Widget refresh
- Permission
- Add Activity
- Quick Actions
- Filters
- Responsive
- Mobile
- Manager Mode
- Empty State
- Loading
- Dark Mode
- Accessibility
- Performance
Acceptance Criteria
- My Day becomes the default operational workspace for CRM users.
- All widgets consume existing source domains or projections without introducing duplicate business logic.
- The primary Add Activity action reuses the existing Activity form, API, and service.
- Widgets refresh independently using React Query and do not require full-page reloads.
- Personal and Manager modes enforce existing CRM permissions and team visibility rules.
- The Workspace Widget Registry defines widget composition, priority, permissions, and refresh behavior.
- The Workspace Data Priority Matrix determines the display order of actionable information.
- UI follows
LAYOUT.md,ui-ux-rules.md, and is reviewed withui-ux-pro-max. - Existing Activity, Calendar, Timeline, Approval, Dashboard, Reports, and Notification behavior remain unchanged.
Success Criteria
ALLA OS gains a unified My Day Operational Workspace where users can start their day, understand priorities, create and manage Activities, and navigate seamlessly to Calendar, Timeline, Customers, Opportunities, Quotations, and Approvals from a single productivity-focused workspace.