alla-allaos-fullstack/docs/implementation/task-d.6-crm-activity-foundation-audit-log-separation-2026-07-01.md

Task D.6 Implementation Report - 2026-07-01

Scope

• Separate CRM business Activity semantics from system-generated audit history.
• Rename CRM detail tabs that currently show system history from Activity to Audit Log.
• Improve follow-up date input UX with the shared calendar picker and stable YYYY-MM-DD display.
• Introduce a contract-first CRM Activity foundation without migrating existing follow-up storage in this phase.

Review Summary

Reviewed before implementation:

• AGENTS.md
• plans/task-d.6.md
• docs/standards/project-foundations.md
• docs/standards/architecture-rules.md
• docs/standards/ui-ux-rules.md
• docs/standards/task-review-checklist.md
• Related CRM detail, follow-up, and audit-log foundations under src/features/crm/** and src/features/foundation/audit-log/**

Changes

• Added shared audit-log-tab.tsx and types.ts for consistent CRM audit history rendering.
• Updated lead, opportunity, customer, and quotation detail views to label system history as Audit Log.
• Enriched CRM audit-log records in lead, opportunity, customer, and quotation services so UI can consume beforeData, afterData, and requestId.
• Standardized crm-form-controls.tsx and date-picker-field.tsx to show YYYY-MM-DD and allow clearing optional dates.
• Rebuilt lead-followup-panel.tsx to use the shared date-picker field instead of plain text date entry.
• Added src/features/crm/activity/types.ts to define future activity entity scope, types, statuses, priorities, permission contracts, and overdue-status derivation.
• Added activity and audit-log permission keys in rbac.ts.

Verification

• npm run typecheck -> PASS
• npm run build -> PASS
• npm run audit:pdf -> PASS

Known Follow-up

• Historical lead/opportunity/quotation follow-up rows still live in their existing tables and APIs; only the UX and activity contracts were prepared in this phase.
• npm run build still emits pre-existing Turbopack warnings about workspace root lockfile detection and NFT tracing around PDF audit/template validation paths. No new blocking build issue was introduced by D.6.

Outcome

Task D.6 now reserves Activity for future MK/Sales business work, presents current system history as Audit Log, improves lead follow-up date entry with a proper calendar picker, and establishes the first reusable contracts for a future CRM activity module.