86 lines
3.4 KiB
Markdown
86 lines
3.4 KiB
Markdown
# Task J.1: CRM Admin Configuration Center
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## Files Added
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- `src/app/api/crm/settings/**`
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- `src/app/dashboard/crm/settings/approval-workflows/page.tsx`
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- `src/features/foundation/approval/components/approval-workflow-settings.tsx`
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- `src/features/foundation/document-sequence/client-service.ts`
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- `src/features/foundation/document-sequence/components/document-sequence-settings.tsx`
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- `src/features/foundation/document-sequence/mutations.ts`
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- `src/features/foundation/document-sequence/queries.ts`
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- `src/features/foundation/document-template/mutations.ts`
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- `docs/implementation/task-j1-crm-admin-configuration-center.md`
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## Files Modified
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- `src/config/nav-config.ts`
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- `src/lib/auth/rbac.ts`
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- `src/app/dashboard/crm/settings/document-sequences/page.tsx`
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- `src/features/foundation/approval/{mutations,queries,server/service,service,types}.ts`
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- `src/features/foundation/document-sequence/{service,types}.ts`
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- `src/features/foundation/document-template/{components/template-settings,mutations,server/service,service,types}.ts`
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## What Was Added
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- CRM Settings menu now includes `Approval Workflows` and uses CRM-specific permission checks for `Document Sequences`.
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- `/dashboard/crm/settings/templates` now supports:
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- create/edit template metadata
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- create/edit template versions with JSON schema textarea
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- create/edit/delete template mappings
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- table-column mapping input for `table` data type
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- `/dashboard/crm/settings/approval-workflows` now supports:
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- create/edit/delete workflows
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- manage sequential workflow steps
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- role-based step definitions using CRM business roles
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- `/dashboard/crm/settings/document-sequences` now supports:
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- create/edit/delete sequences
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- reset sequence counters
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- preview next code from stored sequence state
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## API Routes Added
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- `/api/crm/settings/document-templates/**`
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- `/api/crm/settings/approval-workflows/**`
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- `/api/crm/settings/document-sequences/**`
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## Permissions Added
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- `crm.approval.workflow.read`
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- `crm.approval.workflow.create`
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- `crm.approval.workflow.update`
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- `crm.approval.workflow.delete`
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- `crm.document_sequence.read`
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- `crm.document_sequence.create`
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- `crm.document_sequence.update`
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- `crm.document_sequence.reset`
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## Audit Coverage
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- `crm_document_template_version`
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- `crm_document_template_mapping`
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- `crm_approval_workflow`
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- `crm_approval_step`
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- `crm_document_sequence`
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## Verification
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- `npx tsc --noEmit` passed on June 17, 2026.
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- `npm run lint` still fails because of pre-existing repo lint errors outside Task J.1 scope, including:
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- `src/components/ui/input-group.tsx`
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- `src/features/chat/components/message-composer.tsx`
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- `src/components/forms/demo-form.tsx`
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## Remaining Risks
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- Template settings UI is functional but not yet a polished table-first admin experience.
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- Document template version activation currently supports state updates, but the page focuses on version edit/create over dedicated activate/deactivate action buttons.
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- Sequence reset UI currently resets to `0`; custom reset value can be added later if the product needs it.
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- Approval step management currently replaces the full ordered step list in one save flow rather than exposing per-row move controls.
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## Task K Readiness
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- CRM settings foundations are now exposed through organization-scoped admin routes.
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- Query invalidation is wired for template, workflow, and sequence mutations.
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- The configuration center is ready for KPI/report consumers to reference the same settings data in later tasks.
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