alla-allaos-fullstack/docs/implementation/task-j1-crm-admin-configuration-center.md

Task J.1: CRM Admin Configuration Center

Files Added

• src/app/api/crm/settings/**
• src/app/dashboard/crm/settings/approval-workflows/page.tsx
• src/features/foundation/approval/components/approval-workflow-settings.tsx
• src/features/foundation/document-sequence/client-service.ts
• src/features/foundation/document-sequence/components/document-sequence-settings.tsx
• src/features/foundation/document-sequence/mutations.ts
• src/features/foundation/document-sequence/queries.ts
• src/features/foundation/document-template/mutations.ts
• docs/implementation/task-j1-crm-admin-configuration-center.md

Files Modified

• src/config/nav-config.ts
• src/lib/auth/rbac.ts
• src/app/dashboard/crm/settings/document-sequences/page.tsx
• src/features/foundation/approval/{mutations,queries,server/service,service,types}.ts
• src/features/foundation/document-sequence/{service,types}.ts
• src/features/foundation/document-template/{components/template-settings,mutations,server/service,service,types}.ts

What Was Added

• CRM Settings menu now includes Approval Workflows and uses CRM-specific permission checks for Document Sequences.
• /dashboard/crm/settings/templates now supports:
  • create/edit template metadata
  • create/edit template versions with JSON schema textarea
  • create/edit/delete template mappings
  • table-column mapping input for table data type
• /dashboard/crm/settings/approval-workflows now supports:
  • create/edit/delete workflows
  • manage sequential workflow steps
  • role-based step definitions using CRM business roles
• /dashboard/crm/settings/document-sequences now supports:
  • create/edit/delete sequences
  • reset sequence counters
  • preview next code from stored sequence state

API Routes Added

• /api/crm/settings/document-templates/**
• /api/crm/settings/approval-workflows/**
• /api/crm/settings/document-sequences/**

Permissions Added

• crm.approval.workflow.read
• crm.approval.workflow.create
• crm.approval.workflow.update
• crm.approval.workflow.delete
• crm.document_sequence.read
• crm.document_sequence.create
• crm.document_sequence.update
• crm.document_sequence.reset

Audit Coverage

• crm_document_template_version
• crm_document_template_mapping
• crm_approval_workflow
• crm_approval_step
• crm_document_sequence

Verification

• npx tsc --noEmit passed on June 17, 2026.
• npm run lint still fails because of pre-existing repo lint errors outside Task J.1 scope, including:
  • src/components/ui/input-group.tsx
  • src/features/chat/components/message-composer.tsx
  • src/components/forms/demo-form.tsx

Remaining Risks

• Template settings UI is functional but not yet a polished table-first admin experience.
• Document template version activation currently supports state updates, but the page focuses on version edit/create over dedicated activate/deactivate action buttons.
• Sequence reset UI currently resets to 0; custom reset value can be added later if the product needs it.
• Approval step management currently replaces the full ordered step list in one save flow rather than exposing per-row move controls.

Task K Readiness

• CRM settings foundations are now exposed through organization-scoped admin routes.
• Query invalidation is wired for template, workflow, and sequence mutations.
• The configuration center is ready for KPI/report consumers to reference the same settings data in later tasks.