alla-allaos-fullstack/plans/task-bu-r.0.1.md

# Task BU-R.0.1 – Workspace & Activity Business Blueprint Completion

Status: Planning

Priority: Critical

Type: Business Discovery / Business Architecture

Depends On:

- BU-R.0 Business Blueprint Freeze

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# Objective

Complete the remaining business architecture that was intentionally left outside BU-R.0 before beginning Phase R.1 Business Capability Audit.

This phase completes the operational workspace philosophy of ALLA OS by defining:

- Activity Blueprint
- Workspace Interaction Blueprint
- Customer Workspace Blueprint

This task remains documentation-only.

No implementation, schema, API, UI, or migration work is allowed.

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# Background

BU-R.0 successfully froze the core business architecture.

However several operational concepts still require business definition before implementation or capability audit.

The largest remaining gaps are:

- Activity Lifecycle
- Workspace Interaction
- Customer Workspace
- Daily User Workflow

Without these definitions, future Calendar, Timeline, Notification, Dashboard, and My Day implementations may diverge.

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# Review Required

Review:

- Relationship & Sales Workspace Blueprint v1
- BU-R.0 Implementation Report
- Existing CRM UI
- Existing Customer UI
- Existing Opportunity Workspace
- Existing Quotation Workspace
- Existing Dashboard
- Existing Calendar discussions
- Existing Follow-up implementation
- Existing Task implementation
- Existing Notification implementation

Review current schema only for understanding.

Do not redesign existing foundations.

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# Scope

## Part 1 — Activity Blueprint

Freeze Activity as the shared operational business model.

Determine

- Activity Definition
- Activity Ownership
- Activity Lifecycle
- Activity Types
- Activity Priority
- Activity Status
- Activity Assignment
- Activity Completion Rules
- Activity Visibility
- Activity Permission
- Activity Relationships

Determine whether Activity may reference

- Customer
- Contact
- Lead
- Opportunity
- Quotation
- PO
- Internal Only

Determine

- Follow-up Strategy
- Reminder Strategy
- Automation Strategy

Determine

- Calendar Synchronization
- Timeline Synchronization
- Notification Synchronization

Freeze the Activity State Machine.

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## Part 2 — Workspace Interaction Blueprint

Freeze how each business role operates throughout an entire working day.

Define complete workflows for

Marketing

Sales

Sales Manager

Executive

Determine

Login Experience

Primary Landing Page

Workspace Navigation

My Day

Calendar Usage

Timeline Usage

Notification Usage

Customer Navigation

Lead Workflow

Opportunity Workflow

Quotation Workflow

Determine

Daily User Journey

instead of only entity relationships.

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## Part 3 — Customer Workspace Blueprint

Freeze Customer as the Relationship Workspace.

Determine Customer Workspace layout.

Example sections

Overview

Contacts

Activities

Timeline

Leads

Opportunities

Quotations

PO

Files

Notes

Relationship Summary

Recent Visits

Upcoming Activities

Determine

Customer Timeline

Customer Relationship Health

Customer Follow-up Health

Customer Project History

Determine

Customer 360 View.

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## Part 4 — Calendar Workspace Blueprint

Expand the Calendar philosophy.

Determine

Personal Calendar

Team Calendar

Manager Calendar

Executive Calendar

Determine

Calendar Sources

Activities

Meetings

Visits

Site Survey

Reminder

Task

Expected Award Date

Expected Delivery Date

Approval Due

Quotation Expiration

Determine

Calendar Filters

Calendar Colors

Calendar Views

Day

Week

Month

Agenda

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## Part 5 — My Day Blueprint

Freeze

My Day

as the operational home screen.

Determine

Today's Activities

Overdue Activities

Upcoming Meetings

Pending Approvals

Hot Projects

Today's Follow-up

Urgent Quotations

Manager Tasks

Relationship Alerts

Determine

Priority Ordering

Sorting Rules

Urgency Rules

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## Part 6 — Manager Workspace Blueprint

Freeze

Manager Workspace

Determine

Team Calendar

Team Activities

Overdue Activities

Idle Opportunities

Forecast

Hot Projects

Approval Queue

Workload Balance

Determine

Daily Management Workflow

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## Part 7 — Business Event Blueprint

Identify every business event that should create

Timeline

Notification

Reminder

Dashboard Update

Audit Log

Future Automation

Examples

Activity Completed

Lead Assigned

Opportunity Created

Quotation Sent

Quotation Approved

Hot Project Flagged

Expected Award Date Changed

PO Received

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# Deliverables

Produce

## 1

Activity Blueprint

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## 2

Workspace Interaction Blueprint

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## 3

Customer Workspace Blueprint

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## 4

Calendar Workspace Blueprint

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## 5

My Day Blueprint

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## 6

Manager Workspace Blueprint

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## 7

Business Event Matrix

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## 8

Activity State Machine

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## 9

Workspace Navigation Diagram

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## 10

Customer 360 Diagram

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## 11

Daily User Journey

Marketing

Sales

Manager

Executive

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## 12

Updated Relationship & Sales Workspace Blueprint v1

Append these new chapters without changing frozen principles from BU-R.0.

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# Constraints

This task is documentation only.

DO NOT

- modify schema
- modify migrations
- modify API
- modify services
- modify UI
- modify permissions
- modify database
- modify existing ADR decisions

Preserve current foundation.

Prefer extension over replacement.

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# Success Criteria

The business operation of every role is fully documented.

Activity becomes the officially governed operational model.

Workspace interaction is fully standardized.

Customer Workspace is finalized.

Calendar philosophy is finalized.

My Day philosophy is finalized.

Manager Workspace is finalized.

Business Event model is frozen.

Blueprint reaches implementation-ready maturity.

Ready for

Phase R.1 – Business Capability Audit.