alla-allaos-fullstack/plans/task-bu-r.1.md

Task BU-R.1 – Business Capability Audit

Status: Planning

Priority: Critical

Type: Business Discovery / Capability Audit

Depends On

• BU-R.0 Business Blueprint Freeze
• BU-R.0.1 Workspace & Activity Business Blueprint Completion

---

Objective

Audit the current ALLA OS implementation against the frozen Business Blueprint.

This phase must identify which business capabilities already exist, which are partially implemented, which require enhancement, and which should be introduced as new capabilities.

The purpose is to minimize disruption to the existing architecture while ensuring future implementation aligns with the approved business blueprint.

This is a documentation and analysis phase only.

No implementation work is allowed.

---

Background

BU-R.0 and BU-R.0.1 established the official Business Constitution of ALLA OS.

The current repository already contains a mature CRM foundation including:

• Customer
• Contact
• Lead
• Opportunity
• Quotation
• Approval
• Document
• Organization
• RBAC
• PDF
• Dashboard

The next step is to determine how closely the current implementation aligns with the frozen business architecture.

---

Review Required

Review all relevant documentation before auditing.

Minimum review

• AGENTS.md
• Project Standards
• Architecture Rules
• UI/UX Rules
• Task Catalog
• CRM Terminology
• Relationship & Sales Workspace Blueprint
• Existing ADRs
• Current Schema
• Current CRM APIs
• Existing Dashboard
• Existing Customer Workspace
• Existing Lead Workspace
• Existing Opportunity Workspace
• Existing Quotation Workspace
• Existing Approval Module
• Existing Notification Module

Review source code only for capability verification.

Do not redesign.

Do not implement.

---

Audit Scope

---

Part 1 — Relationship Capability Audit

Review

Customer

Contact

Customer Account Type

Customer Ownership

Contact Sharing

Relationship Health

Customer Timeline

Customer Workspace

Determine

Existing capability

Missing capability

Refactor candidates

Future enhancements

---

Part 2 — Activity Capability Audit

Review

Follow-up

Meeting

Visit

Phone Call

Reminder

Task

Notification

Internal Task

Determine

Current activity implementation

Duplicate activity concepts

Reusable components

Potential shared Activity model

Activity ownership

Activity lifecycle support

Calendar readiness

Timeline readiness

---

Part 3 — Lead Capability Audit

Review

Lead lifecycle

Lead ownership

Lead assignment

Lead qualification

Lead conversion

Lead follow-up

Lead dashboard

Determine

Blueprint compliance

Missing capabilities

Legacy behaviour

---

Part 4 — Opportunity Capability Audit

Review

Opportunity ownership

Forecast

Expected Award Date

Expected Delivery Date

Probability

Hot Project

Pipeline

Outcome

Process Status

Status

Determine

Business alignment

Schema readiness

Service readiness

UI readiness

---

Part 5 — Commercial Capability Audit

Review

Quotation

Revision

Approval

Pricing

PDF

Customer Package

PO integration

Determine

Blueprint compliance

Missing capabilities

---

Part 6 — Workspace Capability Audit

Review

Customer Workspace

Sales Workspace

Manager Workspace

Executive Workspace

Calendar

Timeline

My Day

Notification

Dashboard

Determine

Existing workspaces

Navigation gaps

Role support

Operational readiness

---

Part 7 — Dashboard Capability Audit

Review

Pipeline

Forecast

Hot Project

Follow-up

Overdue Work

Sales KPI

Manager KPI

Executive KPI

Determine

Current implementation

Metric ownership

Business alignment

---

Part 8 — Notification Capability Audit

Review

Approval Notification

Reminder

Follow-up Notification

Manager Escalation

Assignment Notification

Determine

Current notification model

Missing business events

Automation opportunities

---

Part 9 — Business Event Audit

Review

Lead Events

Opportunity Events

Quotation Events

Approval Events

Customer Events

Determine

Existing events

Missing events

Timeline support

Calendar support

Automation readiness

---

Deliverables

Produce

1

Business Capability Matrix

For every capability identify

• Existing
• Partial
• Missing
• Legacy
• Refactor Candidate

---

2

Capability Coverage Report

Percentage coverage

Customer

Activity

Lead

Opportunity

Quotation

Approval

Dashboard

Calendar

Timeline

Notification

Workspace

---

3

Gap Analysis

Current System

vs

Business Blueprint

Categorize

No Change

Enhancement

Refactor

New Capability

---

4

Architecture Preservation Report

Identify

Core components that should remain unchanged

Core components requiring extension only

Components requiring controlled refactoring

Potential breaking changes

Backward compatibility concerns

---

5

Business Capability Dependency Map

Show dependency between

Customer

Activity

Lead

Opportunity

Quotation

Approval

Dashboard

Calendar

Timeline

Notification

---

6

Capability Priority Matrix

Prioritize

Critical

High

Medium

Low

based on business value and implementation impact.

---

7

Implementation Readiness Report

Identify

Ready immediately

Requires schema enhancement

Requires service enhancement

Requires UI enhancement

Requires future phase

---

8

Recommended Epic Breakdown

Group future implementation into epics.

Example

Epic

Customer Workspace

Epic

Activity Platform

Epic

Calendar Workspace

Epic

Timeline

Epic

Manager Workspace

Epic

My Day

Epic

Notification

Epic

Dashboard

---

Constraints

This phase is documentation only.

DO NOT

• modify schema
• modify database
• modify migrations
• modify APIs
• modify services
• modify UI
• modify permissions
• modify business logic

No code changes are permitted.

---

Success Criteria

Every business capability has been audited.

Current implementation is mapped to the approved Business Blueprint.

No duplicate business capability remains unidentified.

The impact of every future feature is understood.

Core architecture preservation strategy is documented.

A prioritized implementation roadmap can be produced without re-discovering business requirements.

Ready for

BU-R.2 Domain & Schema Audit.

Implementation Result - 2026-07-07

Status: Completed

Completed:

• audited current customer, lead, opportunity, quotation, approval, dashboard, notification, workspace, and security capabilities against the frozen BU-R.0 and BU-R.0.1 blueprint
• classified current implementation into Existing, Partial, Missing, Legacy, and Refactor Candidate capability states
• documented preservation-safe direction for later phases without changing code or schema

Primary findings:

• customer ownership, contact sharing, opportunity lifecycle, quotation lifecycle, approval runtime, PDF/document delivery, dashboard KPIs, and CRM security are already strong foundations and should be preserved
• follow-up capability is real across lead, opportunity, quotation, and dashboard analytics, but a shared production Activity platform does not yet exist
• customer detail is a strong partial Customer Workspace, but generated timeline, relationship health, and activity-centered workspace sections are still missing
• calendar, My Day, manager workspace, executive workspace, and generated timeline remain mostly future capability rather than current implementation
• notification foundation exists and is production-ready, but business-event coverage is still mostly approval-centric

Recorded outputs:

• task-bu-r.1-business-capability-audit-2026-07-07.md

Verification:

• documentation-only phase
• no schema, API, service, UI, permission, or business-logic changes made
• no build or test command required