alla-allaos-fullstack/docs/business/relationship-sales-workspace-blueprint-v1.md

Relationship & Sales Workspace Blueprint v1

Status: Draft Freeze Candidate Last Updated: 2026-07-07 Owner: Business Architecture / CRM Governance

Purpose

This document freezes the target long-term business architecture for ALLA OS as a Relationship-Driven Sales Workspace. It is the business source of truth for future capability audits, schema refactoring, API design, workflow design, dashboard design, and workspace navigation.

This blueprint has higher priority than legacy implementation wording when conflicts exist. Existing accepted ADRs and implementation notes remain historical references until they are reconciled in later phases.

Review Baseline

This blueprint was aligned against:

• AGENTS.md
• docs/standards/project-foundations.md
• docs/standards/architecture-rules.md
• docs/standards/ui-ux-rules.md
• docs/standards/task-review-checklist.md
• docs/business/crm-terminology.md
• docs/security/crm-authorization-boundaries.md
• docs/adr/0011-lead-enquiry-ownership-model.md
• docs/adr/0015-customer-ownership-contact-sharing.md
• docs/adr/0016-won-lost-lifecycle-governance.md
• docs/adr/0018-lead-enquiry-domain-separation.md
• plans/task-d.5.md
• plans/task-d.6.2.md
• current CRM schema and opportunity / quotation timeline fields in src/db/schema.ts

1. Product Vision Freeze

Product Vision

ALLA OS is a Relationship-Driven Sales Workspace for B2B commercial teams that need one operational system for customer relationships, opportunity execution, quotation control, follow-up discipline, forecasting, and management visibility.

Product Mission

Help teams move from fragmented CRM records into a governed daily operating workspace where relationship context, next actions, sales execution, document progress, and management signals stay connected.

Design Philosophy

• Relationship first, transaction second
• Activities are the operating heartbeat
• Opportunities own commercial project execution
• Quotations own document and approval execution
• Calendar and timeline are working views, not isolated modules
• Dashboard metrics must come from governed lifecycle state, not ad hoc UI interpretation

Core Principles

1. One business concept should have one primary owner.
2. Relationship context must survive handoffs across marketing, sales, and management.
3. Activities should be reusable across leads, opportunities, quotations, and customers.
4. Forecast and priority signals must be explicit business fields, not derived from loose notes.
5. Timeline should be generated from business events instead of becoming a second source of truth.
6. Calendar should aggregate actionable work, not act as a standalone isolated domain.

2. Business Terminology Dictionary

Term	Official Definition	Primary Owner
Customer	A business account already known to the organization and managed as a reusable commercial relationship record.	Shared relationship master
Prospect	A customer account type representing a relationship not yet established as an active buying customer.	Customer classification
Contact	A person connected to a customer account and governed by ownership and sharing rules.	Customer relationship layer
Lead	A marketing-origin or early-stage commercial signal that may later create one or more opportunities.	Marketing
Opportunity	The sales-owned project lifecycle record for qualifying demand, follow-up, forecasting, and business outcome.	Sales
Quotation	The sales document lifecycle record for pricing, revision, approval, preview, and approved output.	Sales / Commercial operations
PO	The external purchase order confirmation that finalizes a won commercial outcome.	Customer-side commercial confirmation
Activity	A single reusable work record representing planned or completed business interaction or internal execution.	Shared operational foundation
Follow-up	A sales or marketing activity intended to move a lead, opportunity, or quotation forward.	Activity subtype
Task	An internal action item assigned to a user with due-date accountability.	Activity subtype
Reminder	A time-based prompt for upcoming work or business commitments.	Activity / notification layer
Visit	A physical or remote customer-facing interaction recorded as an activity.	Activity subtype
Meeting	A scheduled business discussion recorded as an activity.	Activity subtype
Site Survey	A project qualification or technical assessment activity for an opportunity or quotation.	Activity subtype
Presentation	A commercial presentation or proposal discussion activity.	Activity subtype
Timeline	A generated chronological business view assembled from events and activities across related records.	Generated view
Workspace	A role-oriented working surface that prioritizes decisions, tasks, and context for a specific user group.	Product navigation layer
Pipeline	The governed set of active leads or opportunities moving toward an outcome.	Lead / opportunity analytics
Forecast	A forward-looking commercial projection built from active opportunity signals.	Opportunity analytics
Expected Award Date	The best current estimate of when an opportunity may be commercially awarded or confirmed.	Opportunity
Expected Delivery Date	The best current estimate of operational delivery timing after commercial confirmation.	Opportunity / quotation execution
Hot Project	A managed priority signal for opportunities or quotations that need elevated attention because of timing, value, risk, or strategic importance.	Opportunity-led priority model
Status	A high-level business state shown to users.	Entity-specific
Process Status	A lifecycle-progress state describing where execution currently stands.	Entity-specific
Outcome	A business result state such as open, won, or lost.	Entity-specific

3. Customer Relationship Model Freeze

The relationship model is:

Customer
-> Contact
-> Lead
-> Opportunity
-> Quotation
-> PO / Won-Lost Outcome

Rules:

• Customer is the reusable relationship anchor.
• Customer ownership remains a first-class governance rule.
• Contact visibility remains governed by sharing plus customer access.
• Lead represents marketing discovery and early qualification.
• Opportunity represents sales execution and owns the project lifecycle.
• Quotation represents document execution and owns pricing, approval, and revision history.

4. Activity Model Freeze

Activity becomes the shared operational model across customer, lead, opportunity, and quotation work.

Supported activity families:

• Follow-up
• Visit
• Meeting
• Reminder
• Task
• Email
• Phone Call
• Presentation
• Site Survey
• Internal Task

Rules:

• Activity is the single business activity model.
• Activities may reference one primary entity and optional related entities.
• Timeline entries are generated from activities plus business events.
• Calendar surfaces scheduled activities and reminders, not freeform historical notes alone.
• Notifications and future automation should subscribe to activity state changes instead of duplicating activity data.

5. Project Lifecycle Freeze

The official project lifecycle is:

Lead
-> Opportunity
-> Quotation
-> PO Received
-> Won

Alternative close path:

Lead
-> Opportunity
-> Lost

Ownership by stage:

• Lead is marketing-owned.
• Opportunity is sales-owned.
• Quotation is sales-owned and document-controlled.
• Won/Lost is decided from opportunity outcome governance.

6. Status Strategy Freeze

Ownership Boundaries

• Lead owns early discovery and marketing follow-up state.
• Opportunity owns project process state and commercial forecast state.
• Quotation owns document process state, approval state, and revision state.

Status Model

• Process Status answers "where are we in execution?"
• Operational Status answers "what is the current working condition?"
• Outcome answers "what business result has been reached?"

Frozen Rule

Opportunity owns project process. Quotation owns document status. Quotation status alone must not decide business win/loss.

7. Hot Project Strategy Freeze

Hot Project is a governed attention flag, not a substitute for lifecycle status.

Purpose:

• highlight time-sensitive opportunities
• expose management attention needs
• support dashboard prioritization
• support follow-up discipline and forecast review

Rules:

• Hot Project is opportunity-led.
• Quotation may inherit or display the same signal for document execution context.
• Auto-suggestion is allowed from timeline rules such as near-term award/close windows.
• Manual override is allowed and must be preserved.
• Hot Project does not automatically mean high probability, won, or urgent delivery.

8. Forecast Strategy Freeze

Expected Award Date

Definition: The current best estimate of when the customer may decide, award, or confirm the opportunity commercially.

Usage:

• forecast views
• pipeline aging and expected-award monitoring
• management dashboard
• calendar awareness when follow-up should intensify
• reminder generation

Expected Delivery Date

Definition: The current best estimate of when fulfillment or delivery is expected after the opportunity progresses toward execution.

Usage:

• delivery coordination awareness
• opportunity-to-quotation context
• manager workload planning
• post-award readiness monitoring

Rules:

• Expected Award Date belongs primarily to opportunity forecasting.
• Expected Delivery Date belongs to downstream execution planning and may appear on both opportunity and quotation surfaces.

9. Workspace Architecture Freeze

Workspace Set

• Marketing Workspace
• Sales Workspace
• Manager Workspace
• Executive Workspace
• Calendar Workspace

Role of Each Workspace

• Marketing Workspace manages lead creation, lead follow-up, awareness analytics, and handoff quality.
• Sales Workspace manages opportunities, quotations, project progress, and customer-facing execution.
• Manager Workspace focuses on team follow-up, forecast confidence, hot projects, and workload balance.
• Executive Workspace focuses on pipeline health, revenue outlook, strategic accounts, and business outcomes.
• Calendar Workspace is the time-based operational lens across roles.

Philosophy

• Workspaces are role-oriented views over shared governed data.
• Calendar is a workspace, not a disconnected module.
• My Day is a personalized subset of calendar, tasks, reminders, and urgent follow-ups.
• Timeline is a contextual history view, not a separate entity users maintain directly.

10. Timeline Strategy Freeze

Timeline is generated dynamically from business events and activities.

Rules:

• Timeline owner is the platform, not a user-maintained table of manual history items.
• Sources include activities, assignments, status transitions, quotation revisions, approvals, attachments, and outcome events.
• Ordering is chronological by event time with deterministic tie-breaking.
• Visibility follows the permission of the originating records and related pricing/security boundaries.
• Timeline is read-oriented and should not become a second workflow engine.

11. Calendar Strategy Freeze

Calendar is the scheduled execution workspace.

Sources:

• activities with date/time
• reminders
• follow-up due dates
• meeting / visit / presentation / survey schedules
• selected opportunity and quotation milestone dates when configured as calendar-worthy events

Rules:

• Calendar aggregates action-bearing events from existing records.
• Personal Calendar shows a user's owned or assigned work.
• Team Calendar shows subordinate or permitted shared work.
• Manager View emphasizes overdue work, near-term commitments, and hot projects.
• Opportunity and quotation dates may contribute calendar signals without becoming duplicate calendar records.

12. Dashboard Strategy Freeze

The dashboard stack should answer operational questions, not simply restate table data.

Core dashboard blocks:

• pipeline
• forecast
• hot projects
• overdue activities
• follow-up health
• won/lost outcome visibility
• role-specific KPI summaries

Rules:

• Lead KPI and opportunity KPI should not be blended into one ambiguous count.
• Forecast must be opportunity-based.
• Revenue and commercial visibility must continue follow pricing authorization boundaries.
• Dashboard cards should prioritize actionability over vanity metrics.

13. Capability Map

Capability	Primary Workspace	Owning Domain
Relationship master management	Sales / Manager	Customer + Contact
Prospecting and awareness capture	Marketing	Lead
Sales qualification and project pursuit	Sales	Opportunity
Pricing, revision, and approval	Sales / Manager	Quotation
Follow-up and activity discipline	All	Activity
Daily scheduling and reminders	All	Calendar workspace
Contextual business history	All	Timeline
Forecast review	Manager / Executive	Opportunity analytics
Priority escalation	Manager / Sales	Hot project model
Outcome monitoring	Manager / Executive	Opportunity outcome

14. Journey Views

Customer Journey

Prospect Customer
-> Relationship Development
-> Active Customer
-> Repeat Opportunity / Quotation Cycles

Project Journey

Lead
-> Opportunity
-> Follow-up / Qualification
-> Quotation
-> Revision / Approval
-> PO Received
-> Delivery Planning

Activity Journey

Planned Activity
-> Due
-> Completed / Rescheduled / Cancelled
-> Follow-up or Next Action
-> Timeline + Calendar visibility

15. State Machine Freeze

Lead

Open
-> Qualified / Handoff Ready
-> Converted to Opportunity
-> Lost / Cancelled

Opportunity

Open
-> In Progress
-> Quotation in Flight
-> Won
-> Lost

Quotation

Draft
-> Sent
-> Under Revision
-> Pending Approval
-> Approved / Rejected / Returned
-> Commercially Referenced by Opportunity Outcome

Frozen rule:

• Opportunity outcome is the business result state.
• Quotation approval is a document control state.

16. Gap Summary: Current System vs Blueprint

Area	Current State	Blueprint Direction	Gap Type
Terminology	Historical docs still mix enquiry and opportunity.	Opportunity is the official sales project term.	Refactor
Lead vs opportunity model	Schema already has crm_leads and crm_opportunities, but older ADR lineage still references shared enquiry history.	Keep split-domain model and retire mixed terminology in governance docs.	Refactor
Timeline	Follow-up/timeline concepts exist in features, but platform-wide generated timeline philosophy is not yet frozen as one rule.	Generated timeline view from activities + events.	Enhancement
Calendar	Date fields and follow-up schedules exist, but calendar-as-workspace is not yet fully defined.	Calendar becomes cross-role operational workspace.	New capability
Forecast fields	Opportunity and quotation timeline fields exist, but business meaning is not yet frozen centrally.	Expected Award Date and Expected Delivery Date become governed forecast concepts.	Enhancement
Hot Project	Data support exists in opportunity and quotation flows.	Formalize Hot Project as governed priority signal with auto-suggest and override.	Enhancement
Activity model	Follow-up exists in multiple domains.	Activity becomes the shared model across work types.	Refactor
Workspace model	Role-oriented pages exist, but workspace philosophy is incomplete.	Freeze marketing, sales, manager, executive, and calendar workspace roles.	Enhancement

17. Recommended Refactoring Strategy

No Change

• Preserve organization, RBAC, approval, PDF, document artifact, and quotation foundations.
• Preserve customer ownership and contact sharing governance.
• Preserve won/lost governance where PO received defines won.

Enhancement

• Align dashboard, reporting, and calendar behavior to the frozen forecast and Hot Project definitions.
• Expand opportunity and quotation views to expose the frozen timeline and calendar concepts consistently.

Refactor

• Remove remaining business documentation that still treats enquiry as the primary sales term.
• Consolidate follow-up and activity semantics under one shared business model.
• Reconcile older ADR wording with the split lead/opportunity model now reflected in schema and UI direction.

New Capability

• Calendar Workspace
• generated cross-entity Timeline
• My Day operational surface
• broader activity orchestration and automation

18. Governance Notes for Phase R.1

Phase R.1 should use this blueprint to audit:

• where code, docs, reports, and APIs still use historical enquiry wording
• where activity data is duplicated instead of normalized conceptually
• where calendar and timeline behavior is implicit rather than governed
• where dashboard metrics still need formal mapping to frozen business definitions

19. Entry Criteria for Next Phase

Phase R.1 may begin when:

1. this blueprint is accepted as the business baseline
2. terminology conflicts are treated as governance backlog instead of hidden assumptions
3. capability audit work references this document explicitly

20. Activity Blueprint Freeze

Purpose

Activity is the governed operational work record for business execution across marketing, sales, customer relationship work, quotation chasing, manager follow-through, and future service coordination.

Frozen rule:

• Activity is the source-of-truth work record.
• Audit Log is immutable system history.
• Notification, Reminder, Calendar, and Timeline are projections from activity state and business events, not parallel activity records.

Activity Definition

An Activity represents one planned, in-progress, completed, rescheduled, or cancelled unit of work performed by or assigned to a user.

Examples:

• follow-up call
• customer meeting
• site visit
• site survey
• presentation
• internal task
• document chase
• reminder-backed action item

Activity Ownership

• One activity has one accountable owner.
• One activity may also have one assignee when work is delegated.
• Owner is responsible for ensuring the activity reaches a terminal outcome.
• Assignee is responsible for execution when assigned.
• Customer owner, lead owner, opportunity owner, quotation salesman, or manager may create activities, but activity ownership must still resolve to one user.

Activity Entity Relationships

Every activity must support:

• one required primary reference
• zero or more related references

Allowed primary reference targets:

• Customer
• Contact
• Lead
• Opportunity
• Quotation
• PO / Won Project
• Internal Only

Allowed related references:

• Customer + Contact
• Customer + Opportunity
• Opportunity + Quotation
• Lead + Customer
• Quotation + Opportunity + Customer

Frozen rule:

• Activity may span business context, but only one primary reference governs default visibility, ownership inheritance, and calendar placement.

Activity Families

Shared activity families are:

• Follow-up
• Meeting
• Visit
• Phone Call
• Email Follow-up
• Site Survey
• Presentation
• Internal Task
• Reminder-Driven Action
• Other

Activity Priority Freeze

Priority levels are:

• Critical
• High
• Normal
• Low

Priority is determined from:

• business deadline
• customer commitment date
• forecast sensitivity
• approval dependency
• manager escalation

Frozen rule:

• Hot Project is not the same thing as Critical Activity.
• Hot Project may increase suggested activity priority, but does not force it automatically.

Activity Status Freeze

Primary status set:

• Planned
• In Progress
• Completed
• Cancelled

Derived operational views:

• Due Today
• Upcoming
• Overdue
• Completed Today

Frozen rules:

• Overdue is a derived operational condition, not a separate lifecycle state.
• Rescheduled is an activity event and timeline event, not a standalone terminal status.

Activity State Machine Freeze

Planned -> In Progress -> Completed
Planned -> Cancelled
Planned -> Overdue (derived view only, returns to Planned after reschedule)
In Progress -> Completed
In Progress -> Cancelled

Activity Completion Rules

• Completion requires an outcome summary.
• Completion may optionally create a next activity suggestion.
• Follow-up completion should encourage explicit next action when the related lead, opportunity, or quotation remains open.
• Cancelled activities must capture cancellation reason when the activity was already scheduled with customer-facing commitment.
• Activities linked to lost or closed records may still be completed for documentation, but no new forward-driving activity should be auto-created from a terminal-lost record without user intent.

Activity Visibility Freeze

Activity visibility inherits from the primary related record plus assignment.

Rules:

• Owner and assignee can always view the activity.
• Users who can access the primary record may view the activity unless the activity is marked internal-only.
• Internal-only activities are visible only to creator, owner, assignee, managers, and authorized admins.
• Contact-level sensitivity follows parent customer/contact access rules.
• Pricing-sensitive notes remain subject to quotation pricing visibility when activity content exposes commercial amounts.

Activity Permission Freeze

Minimum governed permissions:

• Activity Read
• Activity Create
• Activity Update
• Activity Complete
• Activity Cancel
• Activity Delete
• Activity Reassign

Frozen rule:

• Activity authorization must follow resolved CRM access patterns and never bypass record scope rules.

Follow-up Strategy Freeze

• Follow-up remains the first operational activity subtype.
• Existing lead, opportunity, and quotation follow-up records are the current implementation seam.
• Future unification should map those records into the shared activity model without changing business meaning.
• A follow-up should always answer: what happened, what is next, and when the next touch should happen.

Reminder Strategy Freeze

• Reminder is not a separate business master entity from activity in the future target model.
• Reminder is a time-based prompt attached to an activity or milestone event.
• Users may receive multiple reminders for one activity without creating duplicate work records.

Automation Strategy Freeze

Future automation may:

• suggest follow-up creation
• suggest priority increases
• suggest Hot Project activity escalation
• generate reminder prompts
• escalate manager visibility for overdue work

Frozen rule:

• Automation may propose or publish derived signals, but must not silently fabricate completed business work.

Calendar Synchronization Freeze

• Scheduled activities appear in calendar.
• Reminder prompts appear in calendar only when configured as visible reminder events.
• Opportunity milestone dates and quotation milestone dates appear as milestone events, not as activity rows.
• Reschedule, cancel, and complete actions must update the calendar projection.

Timeline Synchronization Freeze

• Activity created
• activity assigned
• activity rescheduled
• activity completed
• activity cancelled
• outcome summary captured

All create timeline entries on the related records.

Notification Synchronization Freeze

Notifications may be created for:

• assignment
• due soon
• overdue
• manager escalation
• reminder prompt
• linked approval dependency

Frozen rule:

• Notification inbox is a delivery surface, not the system-of-record for work.

21. Workspace Interaction Blueprint Freeze

Workspace Philosophy

Workspace means a role-oriented working surface over shared governed records.

Frozen rule:

• navigation should move users by decision context, not by raw table ownership alone.

Daily Operating Pattern

The standard operating day is:

My Day -> Customer / Lead / Opportunity / Quotation Workspace -> Calendar / Timeline check -> Follow-up completion -> Manager / Executive review

Marketing Workflow

1. Review My Day for overdue and due-today lead activities.
2. Open Lead workspace to qualify new demand and capture follow-up outcome.
3. Escalate or convert demand into sales-ready handoff.
4. Confirm next touch date before leaving the record.

Sales Workflow

1. Start in My Day for urgent follow-up, meetings, and quotation chases.
2. Move into Opportunity workspace for qualification, forecast, and customer coordination.
3. Enter Quotation workspace when pricing, revision, or approval work is required.
4. Return to Customer workspace when relationship context or cross-project view is needed.
5. End the day by closing completed work and scheduling next actions.

Manager Workflow

1. Review Manager workspace for team overdue work, idle opportunities, approvals, and Hot Projects.
2. Jump into Team Calendar for schedule conflicts and near-term commitments.
3. Intervene on stalled records through assignment, escalation, and forecast review.
4. Finish with tomorrow-risk review rather than only historical KPI review.

Executive Workflow

1. Review pipeline, revenue outlook, and strategic account movement.
2. Use customer relationship and manager signals for exception review.
3. Drill into customer, opportunity, or quotation only when escalation or business risk requires it.

22. Customer Workspace Blueprint Freeze

Customer Workspace Philosophy

Customer is the relationship anchor and must become the main relationship workspace, not only a master-data form.

Required Sections

• Overview
• Contacts
• Activities
• Timeline
• Leads
• Opportunities
• Quotations
• PO / Won History
• Files
• Notes / Relationship Summary
• Upcoming Activities
• Recent Visits / Meetings

Customer 360 View Freeze

Customer 360 must answer:

• who owns the relationship
• who the active contacts are
• what work is next
• what open demand exists
• what quotation and revenue motion is active
• what history and risk the team should know before contacting the customer

Relationship Health Freeze

Relationship health is a business assessment derived from:

• recency of meaningful contact
• number of overdue activities
• open opportunities without next action
• strategic account importance
• ownership clarity

Status bands:

• Healthy
• Watch
• At Risk

Follow-up Health Freeze

Follow-up health is derived from:

• next scheduled activity exists
• overdue work count
• activity completion discipline
• follow-up gap age

Customer Timeline Freeze

Customer timeline is generated from:

• customer updates
• contact updates
• lead events
• opportunity events
• quotation events
• activity events
• PO / outcome events
• file / document events

Frozen rule:

• Customer timeline is the relationship history view across all related work, not a separate manually maintained log.

23. Calendar Workspace Blueprint Freeze

Calendar Philosophy

Calendar is the time-based operational workspace across roles.

Calendar Lenses

• Personal Calendar
• Team Calendar
• Manager Calendar
• Executive Calendar

Calendar Sources

• Activities
• Meetings
• Visits
• Site Surveys
• Follow-up commitments
• Reminder prompts
• Expected Award Date milestone
• Expected Delivery Date milestone
• Approval due / escalation events
• Quotation expiration / validity milestone

Frozen rules:

• milestone dates can appear in calendar without becoming standalone activities
• milestone events must be visually distinct from owned work

Calendar Filters

• user
• team
• branch
• customer
• lead
• opportunity
• quotation
• activity type
• priority
• status
• Hot Project only

Calendar Color Strategy

• Follow-up / task work
• Meeting / visit work
• Reminder prompts
• Opportunity milestone
• Quotation milestone
• Approval due event

Frozen rule:

• colors communicate event family, not authorization level.

Calendar Views

• Day
• Week
• Month
• Agenda

Agenda view is the default manager-friendly review surface for operational workload.

24. My Day Blueprint Freeze

Purpose

My Day is the personalized operational home screen for action-taking users.

Required Modules

• Today's Activities
• Overdue Activities
• Upcoming Meetings
• Pending Approvals
• Hot Projects Requiring Action
• Today's Follow-up
• Urgent Quotations
• Relationship Alerts

Priority Ordering Freeze

My Day orders work by:

1. overdue customer-facing commitments
2. due-today committed meetings / visits
3. urgent quotation and approval blockers
4. Hot Project follow-up gaps
5. scheduled upcoming work

Urgency Rules

Urgency increases when:

• customer commitment date is today or missed
• expected award date is near
• quotation validity is near expiry
• manager escalated the record
• no next action exists on an open record

Frozen rule:

• My Day should guide the next best operational action, not become a passive report dashboard.

25. Manager Workspace Blueprint Freeze

Purpose

Manager Workspace is the operational control tower for team execution quality.

Required Sections

• Team Calendar
• Team Activities
• Overdue Activities
• Idle Opportunities
• Forecast Review
• Hot Projects
• Approval Queue
• Workload Balance
• Relationship Risk Alerts

Daily Management Workflow

1. Review overdue and unowned work.
2. Review Hot Projects without recent activity.
3. Review expected-award opportunities with no next step.
4. Review approval queue and quotation blockers.
5. Rebalance assignments and escalate risks.
6. Review tomorrow's team calendar load.

Manager Output Freeze

Manager workspace should enable:

• coaching
• escalation
• reassignment
• forecast challenge
• workload balancing

It is not only a KPI readout surface.

26. Business Event Blueprint Freeze

Event Philosophy

Business events are immutable facts emitted from operational changes. One event may fan out to timeline, notification, dashboard, audit, and future automation.

Business Event Matrix

Event	Timeline	Notification	Reminder	Dashboard / Workspace	Audit Log	Future Automation
Activity Created	Yes	Optional assignment notice	Optional	Yes	Yes	Yes
Activity Reassigned	Yes	Yes	Optional	Yes	Yes	Yes
Activity Completed	Yes	Optional	Close outstanding reminders	Yes	Yes	Yes
Activity Cancelled	Yes	Optional	Close reminders	Yes	Yes	Yes
Activity Overdue	Optional derived marker	Yes	Yes	Yes	No	Yes
Lead Created	Yes	Optional	Optional	Yes	Yes	Yes
Lead Assigned / Handoff Ready	Yes	Yes	Optional	Yes	Yes	Yes
Opportunity Created	Yes	Optional	Optional	Yes	Yes	Yes
Opportunity Reassigned	Yes	Yes	Optional	Yes	Yes	Yes
Expected Award Date Changed	Yes	Optional	Yes	Yes	Yes	Yes
Hot Project Flagged	Yes	Yes	Optional	Yes	Yes	Yes
Quotation Created	Yes	Optional	Optional	Yes	Yes	Yes
Quotation Sent	Yes	Optional	Optional	Yes	Yes	Yes
Quotation Pending Approval	Yes	Yes	Yes	Yes	Yes	Yes
Quotation Approved / Rejected / Returned	Yes	Yes	Close or move reminders	Yes	Yes	Yes
Quotation Expiring Soon	Optional	Yes	Yes	Yes	No	Yes
Opportunity Marked Won	Yes	Optional	Close forward-chasing reminders	Yes	Yes	Yes
Opportunity Marked Lost	Yes	Optional	Close forward-chasing reminders	Yes	Yes	Yes
PO Received	Yes	Optional	Optional	Yes	Yes	Yes

Frozen rules:

• Audit log records mutation truth.
• Timeline records business-readable chronology.
• Dashboard / workspace metrics consume aggregated event effects, not raw notification counts.

27. Workspace Navigation Diagram Freeze

My Day
|- Customer Workspace
|  |- Contacts
|  |- Activities
|  |- Timeline
|  |- Leads
|  |- Opportunities
|  |- Quotations
|
|- Lead Workspace
|  |- Qualification
|  |- Follow-up
|  |- Handoff
|
|- Opportunity Workspace
|  |- Execution
|  |- Follow-up
|  |- Forecast
|  |- Outcome
|
|- Quotation Workspace
|  |- Pricing
|  |- Revision
|  |- Approval
|  |- Customer Package
|
|- Calendar Workspace
|  |- Personal
|  |- Team
|  |- Manager
|  |- Executive
|
|- Manager Workspace
|  |- Team Activities
|  |- Forecast
|  |- Hot Projects
|  |- Approval Queue
|
`- Executive Workspace
   |- Pipeline
   |- Revenue Outlook
   `- Strategic Accounts

28. Customer 360 Diagram Freeze

Customer
|- Ownership
|- Contacts
|- Relationship Health
|- Activities / Upcoming Work
|- Timeline
|- Leads
|- Opportunities
|- Quotations
|- PO / Won History
|- Files / Documents
`- Notes / Relationship Summary

29. Daily User Journey Freeze

Marketing

My Day -> Lead Queue -> Lead Detail -> Follow-up -> Handoff Ready -> Next Scheduled Action

Sales

My Day -> Opportunity Workspace -> Customer Context -> Quotation Workspace -> Next Activity -> Calendar Check

Manager

Manager Workspace -> Team Calendar -> Overdue / Idle Review -> Forecast Challenge -> Reassignment / Escalation

Executive

Executive Workspace -> Strategic Customer Review -> Pipeline / Revenue Review -> Exception Drill-down

30. Current-System Alignment Notes

Current implementation signals already supporting this blueprint:

• customer detail already behaves as relationship context plus related opportunity / quotation bridge
• opportunity and quotation already contain follow-up, Hot Project, forecast-related date fields
• dashboard already aggregates follow-up and Hot Project signals
• notification foundation already exists, but current production rules focus mainly on approval events

Current gaps still intentionally unresolved:

• no shared production Activity entity yet
• no dedicated calendar workspace yet
• no My Day workspace yet
• manager workspace is not yet implemented as a first-class operational surface
• current workspaces navigation still refers to organization / team administration, not business role workspaces

31. Freeze Outcome For BU-R.0.1

This pass extends the original blueprint without changing previously frozen principles.

Newly frozen business architecture in this pass:

• Activity as governed shared work model
• Customer Workspace as the relationship execution hub
• Calendar Workspace as cross-role time-based operating surface
• My Day as user action home screen
• Manager Workspace as execution control tower
• Business Event Matrix as the fan-out rule for timeline, notification, dashboard, reminder, and audit behavior