alla-allaos-fullstack/plans/task-d.5.5.1.md

# Task D.5.5.1: Force Rename Enquiry Domain to Opportunity

## Status

Breaking Change (Development Only)

## Objective

Perform a full domain rename from **Enquiry** to **Opportunity** across the CRM codebase.

This task intentionally introduces breaking changes and requires a full database reset.

The goal is to eliminate future ambiguity between:

```txt
Sales Opportunity
```

and the future business document:

```txt
Sales Enquiry
```

After this task:

```txt
Lead
    ↓
Opportunity
    ↓
Quotation
```

becomes the official CRM domain model.

---

# Preconditions

This task assumes:

* Development environment only
* Existing data may be discarded
* Database will be dropped
* Migration history may be regenerated
* Seed data will be recreated

No production migration compatibility is required.

---

# Mandatory Review

Review:

* AGENTS.md
* Project Foundations Registry
* Task Catalog
* ADR-0018 Lead / Enquiry Domain Separation
* Task D.5.1 – D.5.5
* CRM Authorization Boundaries
* Database schema
* Navigation configuration
* Route structure

---

# Scope D5.5.1.1 Database Rename

Rename tables:

```txt
crm_enquiries
→ crm_opportunities

crm_enquiry_followups
→ crm_opportunity_followups

crm_enquiry_customers
→ crm_opportunity_customers
```

Rename foreign keys accordingly.

Rename indexes and constraints to use the new naming convention.

Keep:

```txt
crm_leads
crm_quotations
```

unchanged.

---

# Scope D5.5.1.2 Schema Refactor

Update:

```txt
src/db/schema.ts
```

Rename:

```txt
enquiries
→ opportunities
```

Rename:

```txt
enquiryRelations
→ opportunityRelations
```

Rename every Drizzle export to Opportunity terminology.

---

# Scope D5.5.1.3 Domain Refactor

Rename feature module:

```txt
src/features/crm/enquiries
```

to

```txt
src/features/crm/opportunities
```

Rename:

```txt
service.ts
types.ts
schemas
components
hooks
queries
mutations
```

to Opportunity terminology.

No legacy aliases remain.

---

# Scope D5.5.1.4 API Refactor

Replace:

```txt
/api/crm/enquiries
```

with

```txt
/api/crm/opportunities
```

Routes:

```txt
GET
POST
PATCH
DELETE
followups
assign
```

must all use Opportunity.

Do not leave compatibility aliases.

---

# Scope D5.5.1.5 App Route Refactor

Rename:

```txt
/ dashboard / crm / enquiries
```

to

```txt
/ dashboard / crm / opportunities
```

Update navigation accordingly.

---

# Scope D5.5.1.6 Type Refactor

Rename:

```txt
EnquirySummary
→ OpportunitySummary

EnquiryDetail
→ OpportunityDetail

CreateEnquiryInput
→ CreateOpportunityInput

UpdateEnquiryInput
→ UpdateOpportunityInput
```

Apply consistently across server and client.

---

# Scope D5.5.1.7 Permission Refactor

Rename permissions:

```txt
crm.enquiry.read
crm.enquiry.create
crm.enquiry.update
crm.enquiry.delete
crm.enquiry.assign
crm.enquiry.followup.*
```

to

```txt
crm.opportunity.read
crm.opportunity.create
crm.opportunity.update
crm.opportunity.delete
crm.opportunity.assign
crm.opportunity.followup.*
```

Update seed/configuration if permissions are managed in code.

---

# Scope D5.5.1.8 Document Sequence

Rename:

```txt
crm_enquiry
```

to

```txt
crm_opportunity
```

Document code format remains unchanged unless business requires a new prefix.

Update sequence configuration and seed.

---

# Scope D5.5.1.9 Audit Refactor

Rename audit entity:

```txt
crm_enquiry
```

to

```txt
crm_opportunity
```

Rename audit actions:

```txt
create_enquiry
update_enquiry
delete_enquiry
assign_enquiry
```

to

```txt
create_opportunity
update_opportunity
delete_opportunity
assign_opportunity
```

---

# Scope D5.5.1.10 UI Refactor

Rename all user-facing wording:

```txt
Enquiry
```

to

```txt
Opportunity
```

except historical documentation.

Update:

* page titles
* dialogs
* breadcrumbs
* badges
* table headers
* empty states
* permission messages

---

# Scope D5.5.1.11 Documentation

Update:

* ADR references
* task documentation
* architecture diagrams
* implementation notes

Replace "Enquiry" with "Opportunity" where referring to the sales execution domain.

Keep historical notes where necessary.

---

# Database Reset

This task requires:

```txt
Drop Database Schema

Run Fresh Migration

Run Seed
```

Old migration history does not need compatibility.

---

# Deliverables

Updated:

```txt
src/db/schema.ts

src/features/crm/opportunities/**

src/app/api/crm/opportunities/**

src/app/dashboard/crm/opportunities/**
```

Updated documentation:

```txt
ADR
Task documents
Architecture documents
```

---

# Explicit Non-Scope

Do not:

* change Lead domain
* change Quotation domain
* change Approval workflow
* change Dashboard
* change Reports
* implement Won/Lost lifecycle
* introduce Sales Enquiry document

Those belong to later tasks.

---

# Verification

Run:

```txt
npm exec tsc --noEmit
npm run lint
npm run build
```

Verify:

```txt
Opportunity CRUD
Opportunity Assignment
Lead → Opportunity
Opportunity → Quotation
Follow-up
Permissions
Navigation
Document Sequence
Audit Logging
```

Verify no remaining references:

```txt
crm_enquiries
/api/crm/enquiries
features/crm/enquiries
EnquiryDetail
EnquirySummary
crm.enquiry.*
```

except historical documentation.

---

# Definition of Done

Task is complete when:

* Opportunity becomes the official CRM sales domain
* Database uses `crm_opportunities`
* API uses `/api/crm/opportunities`
* Feature module uses `opportunities`
* UI uses Opportunity terminology
* Permission namespace uses `crm.opportunity.*`
* Audit uses Opportunity terminology
* Fresh migration and seed complete successfully
* No active application code depends on the old Enquiry domain

Result:

```txt
Lead Domain = Established
Opportunity Domain = Established
Quotation Domain = Unchanged

Ready for D.5.6 Opportunity Lifecycle
```