40 lines
1.1 KiB
Markdown
40 lines
1.1 KiB
Markdown
# Task K.1 Implementation Summary
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## Completed
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- added `crm_report_definitions` schema and migration
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- seeded `crm_report_category` master options
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- seeded system report definitions:
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- `lead_pipeline`
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- `enquiry_pipeline`
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- `sales_performance`
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- `lost_analysis`
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- `revenue_by_customer`
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- added permissions:
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- `crm.report.read`
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- `crm.report.export`
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- created `src/features/crm/reports/` foundation with:
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- API contracts
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- shared query options
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- `ResolvedReportContext`
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- `resolveCrmAccess()`
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- dataset layer
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- builder layer
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- shared filter metadata builder
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- export helpers
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- added report discovery APIs:
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- `GET /api/crm/reports`
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- `GET /api/crm/reports/catalog`
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- `GET /api/crm/reports/filters`
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- added audit logging for report foundation reads
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- added CRM Reports landing page and sidebar navigation entry
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## Verification
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- `npm exec tsc --noEmit`
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## Notes
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- this task creates the shared report platform only; it does not implement business report execution pages yet
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- export helpers are centralized and ready for future report-specific export routes
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