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

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.

4.9 KiB Raw Blame History