39 lines
3.6 KiB
Markdown
39 lines
3.6 KiB
Markdown
# Task D.6 Implementation Report - 2026-07-01
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## Scope
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- Separate CRM business `Activity` semantics from system-generated audit history.
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- Rename CRM detail tabs that currently show system history from `Activity` to `Audit Log`.
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- Improve follow-up date input UX with the shared calendar picker and stable `YYYY-MM-DD` display.
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- Introduce a contract-first CRM Activity foundation without migrating existing follow-up storage in this phase.
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## Review Summary
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Reviewed before implementation:
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- [AGENTS.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/AGENTS.md)
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- [plans/task-d.6.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/plans/task-d.6.md)
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- [docs/standards/project-foundations.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/project-foundations.md)
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- [docs/standards/architecture-rules.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/architecture-rules.md)
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- [docs/standards/ui-ux-rules.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/ui-ux-rules.md)
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- [docs/standards/task-review-checklist.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/task-review-checklist.md)
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- Related CRM detail, follow-up, and audit-log foundations under `src/features/crm/**` and `src/features/foundation/audit-log/**`
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## Changes
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- Added shared [audit-log-tab.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/components/audit-log-tab.tsx) and [types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/audit-log/types.ts) for consistent CRM audit history rendering.
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- Updated lead, opportunity, customer, and quotation detail views to label system history as `Audit Log`.
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- Enriched CRM audit-log records in lead, opportunity, customer, and quotation services so UI can consume `beforeData`, `afterData`, and `requestId`.
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- Standardized [crm-form-controls.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/components/crm-form-controls.tsx) and [date-picker-field.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/components/forms/fields/date-picker-field.tsx) to show `YYYY-MM-DD` and allow clearing optional dates.
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- Rebuilt [lead-followup-panel.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/components/lead-followup-panel.tsx) to use the shared date-picker field instead of plain text date entry.
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- Added [src/features/crm/activity/types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/activity/types.ts) to define future activity entity scope, types, statuses, priorities, permission contracts, and overdue-status derivation.
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- Added activity and audit-log permission keys in [rbac.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/lib/auth/rbac.ts).
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## Verification
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- `npm run typecheck` -> PASS
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- `npm run build` -> PASS
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- `npm run audit:pdf` -> PASS
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## Known Follow-up
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- 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.
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- `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.
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## Outcome
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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.
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