alla-allaos-fullstack/docs/standards/task-catalog.md

Task Catalog

This catalog is the official index of completed ALLA OS task history.

Use it to answer these questions before implementation:

• Which task created this feature or foundation?
• Which ADR governs this area?
• Which foundation was created or modified?
• Which implementation note should be reviewed first?

This file complements:

• 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/adr/**
• docs/business/**

How To Use This Catalog

Before changing any feature, foundation, report, PDF flow, or authorization behavior:

1. Identify the related foundation in project-foundations.md.
2. Find the creating and modifying tasks in this catalog.
3. Review the linked ADRs.
4. Review the listed implementation notes before coding.
5. Reuse the established pattern before creating a new one.

Foundation -> Task Map

Foundation	Created By	Key Follow-up Tasks
Auth Context Foundation	Task B	Task B.1, Task D.1
Organization Context Foundation	Task B	Task B.1
Permission Foundation	Task B	Task L, Task J.1
Branch Scope Foundation	Task B	Task B.1, Task L, Task L.3
Audit Foundation	Task B	Tasks C-I, K.1, K.2, L.3
Master Data Foundation	Task B	Task B.1, Task D.4, Task J.1, Task K.1, Hotfix 1
Document Sequence Foundation	Task B	Task B.1, Task D, Task E, Task J.1
Customer Ownership Foundation	Task C.1	Task L.3.1
Contact Sharing Foundation	Task C.1	Task L.3.1
Approval Foundation	Task F	Task H.3, Task J.1, Task L.3, Task L.3.1
Document Template Foundation	Task G	Task H.2, Task H.3, Task H.5, Task H.5.3, Task J.1
PDF Foundation	Task H	Task H.1, Task H.2, Task H.3, Task H.5, Task H.5.1, Task H.5.3, Task I
Document Artifact Foundation	Task I	Task L.3
Storage Foundation	Task I	Task L.3
Dashboard Foundation	Task J	Task D.3, Task D.4, Task J.0, Task L.3, UX.1
Reporting Foundation	Task K.1	Task K.2
Role Management Foundation	Task L	Task L.1, Task L.2
CRM Role Assignment Foundation	Task L.1	Task L.2
Authorization Foundation	Task L	Task L.1, Task L.2, Task L.3, Task L.3.1
Follow-Up Foundation	Task D plus Task E	Task J, Task K.2
Revenue Attribution Foundation	Task D.2.1	Task J, Task K.1, Task K.2

ADR -> Task Map

ADR	Related Tasks
ADR-0006 Branch Domain Model	Task B, Task B.1, Task J.1
ADR-0007 Quotation Revision Strategy	Task E.1, Task F
ADR-0008 Attachment Storage Strategy	Task E.1, Task I
ADR-0009 Approved Document Storage Lifecycle	Task H.1, Task I
ADR-0010 Revenue Attribution Governance	Task D.2.1, Task J, Task K.1, Task K.2
ADR-0011 Lead and Enquiry Ownership Model	Task D.3, Task D.3.1, Task J, Task K.2
ADR-0012 Approval Signature Strategy	Task H.3, Task J.1
ADR-0013 PDF Visual Parity Strategy	Task H.5, Task H.5.1, Task H.5.3
ADR-0014 CRM Multi-Role User Assignment	Task L, Task L.1, Task L.2, Task L.3
ADR-0015 Customer Ownership and Contact Sharing	Task C.1, Task L.3.1
ADR-0016 Won / Lost Lifecycle Governance	Task D.4, Task J, Task K.2
ADR-0017 CRM Report Foundation	Task K.1, Task K.2

Task Dependency Map

• Task B depends on: Task A
• Task B.1 depends on: Task B
• Task C depends on: Task B, Task B.1
• Task C.1 depends on: Task C, Task L.3 context for later security hardening
• Task D depends on: Task B, Task B.1, Task C
• Task D.1 depends on: Task D, Task B foundations
• Task D.2 depends on: Task D, Task E
• Task D.2.1 depends on: Task D.2, Task J.0
• Task D.3 depends on: Task D, Task D.1
• Task D.3.1 depends on: Task D.3
• Task D.4 depends on: Task D, Task D.3
• Task E depends on: Task D, Task B foundations
• Task E.1 depends on: Task E
• Task F depends on: Task E, Task E.1
• Task G depends on: Task E, Task F
• Task H depends on: Task G, Task F
• Task H.1 depends on: Task H
• Task H.2 depends on: Task H, Task H.1
• Task H.3 depends on: Task F, Task H.2
• Task H.5 depends on: Task H.2, Task H.3
• Task H.5.1 depends on: Task H.5
• Task H.5.2 depends on: historical record missing
• Task H.5.3 depends on: Task H.5, Task H.5.1
• Task I depends on: Task H, Task H.1
• Task J.0 depends on: Task D.2
• Task J depends on: Task J.0, Task D.2.1, Task D.3, Task D.4, Task F
• Task J.1 depends on: Task B, Task F, Task G
• Task K.1 depends on: Task J, Task L foundations
• Task K.2 depends on: Task K.1, Task D.3, Task D.4, Task L.3
• Task L depends on: Task D.1, Task J
• Task L.1 depends on: Task L
• Task L.2 depends on: Task L.1, users foundation
• Task L.3 depends on: Task L, Task L.1, Task I, Task J
• Task L.3.1 depends on: Task C.1, Task L.3, Task F
• Task UX.1 depends on: Task D.3, Task J
• Hotfix 1 depends on: Task C, Task B master options

Task Entries

Task A

• Task ID: Task A
• Task Name: Template Audit
• Status: Completed
• Objective: Freeze the initial project conventions and identify which repo areas were app-owned versus template/demo seams before CRM production work began.
• Related ADRs: None dedicated
• Foundations Created: None
• Foundations Modified: None
• Major Deliverables: project structure audit, tenant-boundary freeze, module-pattern guidance, Layout.md usage guidance, migrated-pattern references.
• Key Files: docs/implementation/task-a-template-audit.md
• Read Before Modify: task-a-template-audit.md, AGENTS.md, architecture-rules.md

Task B

• Task ID: Task B
• Task Name: Template Audit
• Status: Completed
• Objective: Create the shared foundation layer without introducing CRM business modules.
• Related ADRs: None dedicated
• Foundations Created: Auth Context Foundation, Organization Context Foundation, Permission Foundation, Branch Scope Foundation, Master Data Foundation, Document Sequence Foundation, Audit Foundation
• Foundations Modified: None
• Major Deliverables: schema and migration for early foundations, master-options API, shared helpers, audit helper, initial master-options UI path.
• Key Files: docs/implementation/task-b-template-audit.md, src/features/foundation/**, src/app/api/foundation/master-options/route.ts
• Read Before Modify: task-b-template-audit.md, project-foundations.md, task-b1-foundation-stabilization.md

Task B.1

• Task ID: Task B.1
• Task Name: Foundation Stabilization
• Status: Completed
• Objective: Stabilize foundation seed data and isolate production CRM routes from demo seams.
• Related ADRs: ADR-0006
• Foundations Created: None
• Foundations Modified: Master Data Foundation, Document Sequence Foundation, Branch Scope Foundation, Auth Context Foundation, Organization Context Foundation, Permission Foundation
• Major Deliverables: repeatable foundation seed, production-safe CRM routes, demo isolation, schema and service review notes.
• Key Files: docs/implementation/task-b1-foundation-stabilization.md, src/db/seeds/foundation.seed.ts, src/app/dashboard/crm/**
• Read Before Modify: task-b1-foundation-stabilization.md, task-b-template-audit.md, project-foundations.md

Task C

• Task ID: Task C
• Task Name: Customer + Contact Production Module
• Status: Completed
• Objective: Deliver the first production customer and contact CRUD module on top of the shared foundations.
• Related ADRs: None dedicated
• Foundations Created: None dedicated
• Foundations Modified: Audit Foundation, Master Data Foundation, Document Sequence Foundation
• Major Deliverables: crm_customers, crm_customer_contacts, customer and contact APIs, production list/detail UI, audit integration, search/filter plumbing.
• Key Files: docs/implementation/task-c-customer-contact.md, src/features/crm/customers/**, src/app/api/crm/customers/**
• Read Before Modify: task-c-customer-contact.md, project-foundations.md, task-c1-customer-ownership-contact-sharing-governance.md, task-l31-customer-contact-approval-visibility.md

Task C.1

• Task ID: Task C.1
• Task Name: Customer Ownership and Contact Sharing Governance
• Status: Completed
• Objective: Add persistent customer ownership and persistent contact sharing to close CRM visibility and routing gaps.
• Related ADRs: ADR-0015
• Foundations Created: Customer Ownership Foundation, Contact Sharing Foundation
• Foundations Modified: Authorization Foundation, Lead / Enquiry Foundation
• Major Deliverables: owner fields and history, crm_contact_shares, owner/share APIs, owner UI, contact sharing UI, lead owner suggestion behavior, audit events.
• Key Files: docs/implementation/task-c1-customer-ownership-contact-sharing-governance.md, docs/adr/0015-customer-ownership-contact-sharing.md, src/app/api/crm/customers/[id]/owner/route.ts, src/app/api/crm/customers/[id]/contacts/[contactId]/shares/**
• Read Before Modify: 0015-customer-ownership-contact-sharing.md, task-c1-customer-ownership-contact-sharing-governance.md, project-foundations.md, crm-authorization-boundaries.md

Task D

• Task ID: Task D
• Task Name: Enquiry Production Module
• Status: Completed
• Objective: Deliver the production enquiry module and the first live follow-up flows.
• Related ADRs: None dedicated
• Foundations Created: Follow-Up Foundation (enquiry slice)
• Foundations Modified: Document Sequence Foundation, Audit Foundation, Master Data Foundation
• Major Deliverables: crm_enquiries, crm_enquiry_followups, enquiry CRUD APIs, follow-up APIs, enquiry detail UI, customer integration, sequence generation.
• Key Files: docs/implementation/task-d-enquiry-production.md, src/features/crm/enquiries/**, src/app/api/crm/enquiries/**
• Read Before Modify: task-d-enquiry-production.md, project-foundations.md, task-d1-enquiry-assignment-role-stabilization.md, task-d3-lead-enquiry-ownership-refinement.md, task-d4-won-lost-lifecycle-governance.md

Task D.1

• Task ID: Task D.1
• Task Name: Enquiry Assignment and CRM Role Stabilization
• Status: Completed
• Objective: Stabilize assignment behavior and early CRM role handling around enquiries.
• Related ADRs: None dedicated
• Foundations Created: None
• Foundations Modified: Auth Context Foundation, Permission Foundation, early Authorization Foundation lineage
• Major Deliverables: assignment routes, assignment permissions, auth-context refinements, UI assignment support, audit integration.
• Key Files: docs/implementation/task-d1-enquiry-assignment-role-stabilization.md, src/features/foundation/auth-context/service.ts, src/app/api/crm/enquiries/[id]/assign/route.ts
• Read Before Modify: task-d1-enquiry-assignment-role-stabilization.md, task-d-enquiry-production.md, task-l-crm-permission-role-management.md

Task D.2

• Task ID: Task D.2
• Task Name: Billing Customer + Project Parties
• Status: Completed
• Objective: Freeze separate billing-customer and project-party modeling for enquiries and quotations.
• Related ADRs: None dedicated
• Foundations Created: None dedicated
• Foundations Modified: Revenue Attribution Foundation lineage, Master Data Foundation, CRM shared project-party usage
• Major Deliverables: crm_enquiry_customers, quotation party remark support, shared crm_project_party_role sourcing, synchronized project-party UI.
• Key Files: docs/implementation/task-d2-billing-customer-project-parties.md, src/features/crm/components/project-parties-editor.tsx, src/features/crm/shared/project-party.ts
• Read Before Modify: task-d2-billing-customer-project-parties.md, task-d21-revenue-attribution-governance.md, task-j0-kpi-definition-freeze.md

Task D.2.1

• Task ID: Task D.2.1
• Task Name: Revenue Attribution and Party Governance
• Status: Completed
• Objective: Freeze revenue-owner attribution and relationship analytics before dashboard and report expansion.
• Related ADRs: ADR-0010
• Foundations Created: Revenue Attribution Foundation
• Foundations Modified: Dashboard Foundation, Reporting Foundation lineage
• Major Deliverables: grouped revenue helpers, project-party governance, fallback rules, ADR freeze for reporting attribution.
• Key Files: docs/implementation/task-d21-revenue-attribution-governance.md, docs/adr/0010-revenue-attribution-governance.md, src/features/crm/reporting/server/service.ts
• Read Before Modify: 0010-revenue-attribution-governance.md, task-d21-revenue-attribution-governance.md, task-j-crm-dashboard-kpi.md, task-k1-report-foundation.md

Task D.3

• Task ID: Task D.3
• Task Name: Lead / Enquiry Ownership Refinement
• Status: Completed
• Objective: Freeze the single-record lead/enquiry lifecycle, ownership, visibility, and KPI language.
• Related ADRs: ADR-0011
• Foundations Created: Lead / Enquiry Foundation
• Foundations Modified: Dashboard Foundation, Authorization Foundation
• Major Deliverables: pipelineStage, marketing role, lead/enquiry visibility rules, KPI wording changes, ADR freeze.
• Key Files: docs/implementation/task-d3-lead-enquiry-ownership-refinement.md, docs/adr/0011-lead-enquiry-ownership-model.md, src/features/crm/enquiries/server/service.ts
• Read Before Modify: 0011-lead-enquiry-ownership-model.md, task-d3-lead-enquiry-ownership-refinement.md, task-d31-leads-enquiries-navigation-separation.md, task-k2-pipeline-reports.md

Task D.3.1

• Task ID: Task D.3.1
• Task Name: Leads / Enquiries Navigation Separation
• Status: Completed
• Objective: Split lead and enquiry into separate UX workspaces while preserving one shared backend model.
• Related ADRs: ADR-0011
• Foundations Created: None
• Foundations Modified: Lead / Enquiry Foundation, Dashboard Foundation
• Major Deliverables: /dashboard/crm/leads, workspace-specific query invalidation, lead permissions, ADR clarification for navigation separation.
• Key Files: docs/implementation/task-d31-leads-enquiries-navigation-separation.md, src/app/dashboard/crm/leads/**, src/features/crm/enquiries/**
• Read Before Modify: 0011-lead-enquiry-ownership-model.md, task-d31-leads-enquiries-navigation-separation.md, task-d3-lead-enquiry-ownership-refinement.md

Task D.4

• Task ID: Task D.4
• Task Name: Won / Lost Lifecycle Governance
• Status: Completed
• Objective: Freeze official won/lost outcome behavior on enquiries rather than deriving it from quotation status.
• Related ADRs: ADR-0016
• Foundations Created: Won / Lost Governance Foundation
• Foundations Modified: Dashboard Foundation, Reporting Foundation, Master Data Foundation
• Major Deliverables: won/lost outcome fields, PO attachments, lost reason master data, mark-won/mark-lost/reopen APIs, outcome card, reporting helpers.
• Key Files: docs/implementation/task-d4-won-lost-lifecycle-governance.md, docs/adr/0016-won-lost-lifecycle-governance.md, src/app/api/crm/enquiries/[id]/mark-won/route.ts
• Read Before Modify: 0016-won-lost-lifecycle-governance.md, task-d4-won-lost-lifecycle-governance.md, task-j-crm-dashboard-kpi.md, task-k2-pipeline-reports.md

Task E

• Task ID: Task E
• Task Name: Quotation Production Module
• Status: Completed
• Objective: Deliver the production quotation module and its core child-resource model.
• Related ADRs: None dedicated at creation time
• Foundations Created: Quotation Foundation
• Foundations Modified: Document Sequence Foundation, Audit Foundation, Follow-Up Foundation
• Major Deliverables: quotation CRUD, items, customers/project parties, topics, follow-ups, attachments metadata, revisions, detail UI, customer/enquiry linkage.
• Key Files: docs/implementation/task-e-quotation-production.md, src/features/crm/quotations/**, src/app/api/crm/quotations/**
• Read Before Modify: task-e-quotation-production.md, task-e1-quotation-stabilization.md, 0007-quotation-revision-strategy.md, 0008-attachment-storage-strategy.md

Task E.1

• Task ID: Task E.1
• Task Name: Quotation Stabilization Before Approval
• Status: Completed
• Objective: Freeze quotation revision and attachment assumptions before approval work begins.
• Related ADRs: ADR-0007, ADR-0008
• Foundations Created: None
• Foundations Modified: Quotation Foundation, Master Data Foundation
• Major Deliverables: status vocabulary expansion, revision guard, quotation-related master options, approval readiness rules, ADRs for revision and attachment strategy.
• Key Files: docs/implementation/task-e1-quotation-stabilization.md, docs/adr/0007-quotation-revision-strategy.md, docs/adr/0008-attachment-storage-strategy.md
• Read Before Modify: task-e1-quotation-stabilization.md, 0007-quotation-revision-strategy.md, 0008-attachment-storage-strategy.md, task-f-approval-production.md

Task F

• Task ID: Task F
• Task Name: Approval Production
• Status: Completed
• Objective: Introduce the first production approval workflow on top of quotation flows and keep it generic for future documents.
• Related ADRs: ADR-0007
• Foundations Created: Approval Foundation
• Foundations Modified: Quotation Foundation, Audit Foundation
• Major Deliverables: approval persistence, approval APIs, approval UI, quotation approval submission, seeded workflow steps, approval permissions.
• Key Files: docs/implementation/task-f-approval-production.md, src/features/foundation/approval/**, src/app/api/crm/approvals/**
• Read Before Modify: task-f-approval-production.md, project-foundations.md, task-h3-approval-signature-strategy.md, task-l31-customer-contact-approval-visibility.md

Task G

• Task ID: Task G
• Task Name: Quotation Document Preview Foundation
• Status: Completed
• Objective: Add governed document templates and a production document-preview path before binary PDF generation.
• Related ADRs: None dedicated at creation time
• Foundations Created: Document Template Foundation
• Foundations Modified: Quotation Foundation
• Major Deliverables: template schema tables, template APIs, template settings UI, mapping resolver, preview APIs, approved snapshot preparation.
• Key Files: docs/implementation/task-g-document-preview-foundation.md, src/features/foundation/document-template/**, src/features/crm/quotations/document/**
• Read Before Modify: task-g-document-preview-foundation.md, task-h-pdf-generation-persistence.md, task-h53-pdf-template-version-remap.md

Task H

• Task ID: Task H
• Task Name: PDF Generation and Approved Document Persistence
• Status: Completed
• Objective: Add server-side PDF generation and the first approved-document persistence path.
• Related ADRs: None dedicated at creation time
• Foundations Created: PDF Foundation
• Foundations Modified: Quotation Foundation, Approval Foundation
• Major Deliverables: pdfme generation service, preview/download/approved PDF APIs, approved snapshot fields, local-file persistence, PDF permissions.
• Key Files: docs/implementation/task-h-pdf-generation-persistence.md, src/features/foundation/pdf-generator/server/service.ts, src/app/api/crm/quotations/[id]/pdf-preview/route.ts
• Read Before Modify: task-h-pdf-generation-persistence.md, task-h1-pdf-generation-stabilization.md, task-i-storage-artifact-lifecycle.md

Task H.1

• Task ID: Task H.1
• Task Name: PDF Generation Stabilization
• Status: Completed
• Objective: Validate and harden the Task H PDF flow with fixtures, verification scripts, and storage-lifecycle clarification.
• Related ADRs: ADR-0009
• Foundations Created: None
• Foundations Modified: PDF Foundation
• Major Deliverables: repeatable fixture data, verification script, persistence checks, lifecycle ADR, debt documentation.
• Key Files: docs/implementation/task-h1-pdf-generation-stabilization.md, docs/adr/0009-approved-document-storage-lifecycle.md, scripts/verify-task-h1.js
• Read Before Modify: task-h1-pdf-generation-stabilization.md, 0009-approved-document-storage-lifecycle.md, task-i-storage-artifact-lifecycle.md

Task H.2

• Task ID: Task H.2
• Task Name: PDFME Dynamic Topic Engine + Mapping Hotfix
• Status: Completed
• Objective: Replace brittle static topic mappings with a dynamic runtime topic engine and fix PDF data transforms.
• Related ADRs: None dedicated
• Foundations Created: Dynamic topic engine within PDF Foundation
• Foundations Modified: PDF Foundation, Document Template Foundation
• Major Deliverables: runtime topic engine, PDF transforms, product-topic mapping, mapping cleanup, preview payload hardening.
• Key Files: docs/implementation/task-h2-pdfme-mapping-transform-hotfix.md, src/features/crm/quotations/document/server/pdf-topic-engine.ts, src/features/crm/quotations/document/server/pdfme-transforms.ts
• Read Before Modify: task-h2-pdfme-mapping-transform-hotfix.md, task-h5-pdf-mapping-audit-visual-parity.md, pdf-mapping-registry.md, pdf-placeholder-registry.md

Task H.3

• Task ID: Task H.3
• Task Name: Approval Signature Strategy
• Status: Completed
• Objective: Resolve prepared-by, approved-by, and authorized-by signatures from live approval and membership data.
• Related ADRs: ADR-0012
• Foundations Created: Signature strategy within PDF Foundation
• Foundations Modified: PDF Foundation, Approval Foundation, Master Data Foundation
• Major Deliverables: signature resolver, position lookup, mapping updates for app1/app2/app3, snapshot signature persistence, preview signature section.
• Key Files: docs/implementation/task-h3-approval-signature-strategy.md, docs/adr/0012-approval-signature-strategy.md, src/features/crm/quotations/document/server/signature-resolver.ts
• Read Before Modify: 0012-approval-signature-strategy.md, task-h3-approval-signature-strategy.md, pdf-mapping-registry.md

Task H.5

• Task ID: Task H.5
• Task Name: PDF Mapping Audit & Visual Parity
• Status: Completed
• Objective: Establish an auditable PDF mapping and parity review process for runtime payloads and templates.
• Related ADRs: ADR-0013
• Foundations Created: PDF audit layer within PDF Foundation
• Foundations Modified: PDF Foundation, Document Template Foundation
• Major Deliverables: audit scripts, fixture strategy, parity checklist, mapping registry, visual parity ADR.
• Key Files: docs/implementation/task-h5-pdf-mapping-audit-visual-parity.md, docs/adr/0013-pdf-visual-parity-strategy.md, docs/implementation/pdf-parity-checklist.md
• Read Before Modify: 0013-pdf-visual-parity-strategy.md, task-h5-pdf-mapping-audit-visual-parity.md, pdf-mapping-registry.md, pdf-placeholder-registry.md

Task H.5.1

• Task ID: Task H.5.1
• Task Name: PDF Integrity Audit & Payload Parity
• Status: Completed
• Objective: Extend H.5 into integrity checks for active versions, placeholders, payload hashes, and approved snapshot parity.
• Related ADRs: ADR-0013
• Foundations Created: None
• Foundations Modified: PDF Foundation, Document Template Foundation
• Major Deliverables: integrity audit scripts, placeholder registry, parity hash checks, audit artifact generation, stricter integrity gating.
• Key Files: docs/implementation/task-h51-pdf-integrity-audit.md, docs/business/pdf-placeholder-registry.md, scripts/audit-approved-snapshot-parity.ts
• Read Before Modify: task-h51-pdf-integrity-audit.md, task-h5-pdf-mapping-audit-visual-parity.md, task-h53-pdf-template-version-remap.md

Task H.5.2

• Task ID: Task H.5.2
• Task Name: Historical Record Missing
• Status: Missing historical record
• Objective: No dedicated completed implementation document was found for Task H.5.2 in docs/implementation/**.
• Related ADRs: Not confirmed
• Foundations Created: Unknown
• Foundations Modified: Unknown
• Major Deliverables: no task note found; review adjacent H.5, H.5.1, H.5.3, pdf-audit-report.md, and pdf-audit-report.json for continuity.
• Key Files: docs/implementation/task-h5-pdf-mapping-audit-visual-parity.md, docs/implementation/task-h51-pdf-integrity-audit.md, docs/implementation/task-h53-pdf-template-version-remap.md, docs/implementation/pdf-audit-report.md
• Read Before Modify: task-h5-pdf-mapping-audit-visual-parity.md, task-h51-pdf-integrity-audit.md, task-h53-pdf-template-version-remap.md

Task H.5.3

• Task ID: Task H.5.3
• Task Name: PDF Template Version Remap + Static Labels
• Status: Completed
• Objective: Move active templates to remapped versioned records and restore runtime-managed static labels.
• Related ADRs: ADR-0013
• Foundations Created: Template remap workflow within Document Template Foundation
• Foundations Modified: Document Template Foundation, PDF Foundation
• Major Deliverables: active 1.1 template versions, remap workflow, retained inactive historical versions, restored static labels, passing audit suite.
• Key Files: docs/implementation/task-h53-pdf-template-version-remap.md, src/pdfme_template/*.json, docs/business/pdf-mapping-registry.md
• Read Before Modify: task-h53-pdf-template-version-remap.md, task-h51-pdf-integrity-audit.md, pdf-mapping-registry.md, pdf-placeholder-registry.md

Task I

• Task ID: Task I
• Task Name: Storage Abstraction and Approved Artifact Lifecycle
• Status: Completed
• Objective: Replace raw public-file assumptions with a storage provider and artifact lifecycle foundation.
• Related ADRs: ADR-0008, ADR-0009
• Foundations Created: Storage Foundation, Document Artifact Foundation
• Foundations Modified: PDF Foundation, Approval Foundation
• Major Deliverables: storage provider abstraction, artifact schema, secure download route, checksum support, approved-artifact locking, compatibility migration path.
• Key Files: docs/implementation/task-i-storage-artifact-lifecycle.md, src/features/foundation/storage/**, src/features/foundation/document-artifact/**
• Read Before Modify: task-i-storage-artifact-lifecycle.md, 0009-approved-document-storage-lifecycle.md, task-l3-full-crm-scope-enforcement.md

Task J.0

• Task ID: Task J.0
• Task Name: KPI Definition Freeze
• Status: Completed
• Objective: Freeze KPI semantics, party terminology, and revenue rules before dashboard implementation.
• Related ADRs: Pre-ADR governance freeze; later intersected by ADR-0010, ADR-0011, ADR-0016
• Foundations Created: None
• Foundations Modified: Dashboard Foundation lineage, Revenue Attribution Foundation lineage
• Major Deliverables: KPI definitions, pipeline semantics, party terminology freeze, governance rule that later KPI changes require an ADR.
• Key Files: docs/implementation/task-j0-kpi-definition-freeze.md
• Read Before Modify: task-j0-kpi-definition-freeze.md, task-j-crm-dashboard-kpi.md, 0010-revenue-attribution-governance.md, 0011-lead-enquiry-ownership-model.md

Task J

• Task ID: Task J
• Task Name: CRM Dashboard KPI and Sales Analytics
• Status: Completed
• Objective: Deliver the live CRM dashboard and operational KPI surfaces on top of frozen governance rules.
• Related ADRs: ADR-0010, ADR-0011, ADR-0016
• Foundations Created: Dashboard Foundation
• Foundations Modified: Revenue Attribution Foundation, Follow-Up Foundation, Approval Foundation
• Major Deliverables: dashboard APIs, summary/funnel/revenue/sales/follow-up/approval widgets, export support, dashboard permissions.
• Key Files: docs/implementation/task-j-crm-dashboard-kpi.md, src/features/crm/dashboard/**, src/app/api/crm/dashboard/**
• Read Before Modify: task-j-crm-dashboard-kpi.md, task-j0-kpi-definition-freeze.md, task-d21-revenue-attribution-governance.md, task-d4-won-lost-lifecycle-governance.md

Task J.1

• Task ID: Task J.1
• Task Name: CRM Admin Configuration Center
• Status: Completed
• Objective: Expose settings foundations through organization-scoped admin routes and usable production UI.
• Related ADRs: ADR-0006, ADR-0012
• Foundations Created: None
• Foundations Modified: Approval Foundation, Document Sequence Foundation, Document Template Foundation, Master Data Foundation
• Major Deliverables: approval-workflow settings UI and APIs, document-sequence settings UI and APIs, template edit/version/mapping UI and APIs, settings navigation.
• Key Files: docs/implementation/task-j1-crm-admin-configuration-center.md, src/app/api/crm/settings/**, src/app/dashboard/crm/settings/**
• Read Before Modify: task-j1-crm-admin-configuration-center.md, project-foundations.md, task-g-document-preview-foundation.md, task-f-approval-production.md

Task K.1

• Task ID: Task K.1
• Task Name: Report Foundation
• Status: Completed
• Objective: Establish the shared CRM report platform before business report execution pages are added.
• Related ADRs: ADR-0017
• Foundations Created: Reporting Foundation
• Foundations Modified: Master Data Foundation, Authorization Foundation, Audit Foundation
• Major Deliverables: report registry, report category seed, report discovery APIs, dataset/builder/filter/export layers, report landing page.
• Key Files: docs/implementation/task-k1-report-foundation.md, docs/adr/0017-report-foundation.md, src/features/crm/reports/**
• Read Before Modify: 0017-report-foundation.md, task-k1-report-foundation.md, task-k2-pipeline-reports.md, project-foundations.md

Task K.2

• Task ID: Task K.2
• Task Name: Pipeline Reports
• Status: Completed
• Objective: Deliver the first production report suite on top of the shared report foundation.
• Related ADRs: ADR-0010, ADR-0011, ADR-0016, ADR-0017
• Foundations Created: None
• Foundations Modified: Reporting Foundation, Follow-Up Foundation, Authorization Foundation
• Major Deliverables: pipeline, lead-aging, and enquiry-aging reports; export route; dataset layer; scoped security enforcement; report navigation.
• Key Files: docs/implementation/task-k2-pipeline-reports.md, src/app/api/crm/reports/**, src/features/crm/reports/server/datasets/pipeline-report.dataset.ts
• Read Before Modify: task-k2-pipeline-reports.md, task-k1-report-foundation.md, 0017-report-foundation.md, task-d3-lead-enquiry-ownership-refinement.md, task-d4-won-lost-lifecycle-governance.md

Task L

• Task ID: Task L
• Task Name: CRM Permission & Role Management
• Status: Completed
• Objective: Replace template-era authorization behavior with app-owned CRM role profiles, permissions, and scope-aware access resolution.
• Related ADRs: ADR-0014
• Foundations Created: Role Management Foundation, Authorization Foundation
• Foundations Modified: Dashboard Foundation, Permission Foundation
• Major Deliverables: role profiles, permissions for pricing and admin settings, resolved CRM access helper, roles page and APIs, early server-side scope enforcement.
• Key Files: docs/implementation/task-l-crm-permission-role-management.md, src/features/foundation/role-management/**, src/lib/auth/crm-access.ts
• Read Before Modify: task-l-crm-permission-role-management.md, 0014-crm-multi-role-user-assignment.md, crm-authorization-boundaries.md, crm-access-enforcement-inventory.md

Task L.1

• Task ID: Task L.1
• Task Name: CRM Multi-Role User Assignment
• Status: Completed
• Objective: Move CRM authorization from one business role per membership to multi-role assignment rows.
• Related ADRs: ADR-0014
• Foundations Created: CRM Role Assignment Foundation
• Foundations Modified: Authorization Foundation, Role Management Foundation
• Major Deliverables: crm_user_role_assignments, assignment permissions, assignment APIs, compatibility backfill, union-based resolved access.
• Key Files: docs/implementation/task-l1-crm-multi-role-user-assignment.md, docs/adr/0014-crm-multi-role-user-assignment.md, src/features/foundation/crm-role-assignments/**
• Read Before Modify: 0014-crm-multi-role-user-assignment.md, task-l1-crm-multi-role-user-assignment.md, task-l2-user-management-integration.md

Task L.2

• Task ID: Task L.2
• Task Name: User Management Integration
• Status: Completed
• Objective: Make user management the primary operational surface for CRM role assignments.
• Related ADRs: ADR-0014
• Foundations Created: None
• Foundations Modified: CRM Role Assignment Foundation, Authorization Foundation, users feature integration
• Major Deliverables: user create/edit payload changes, CRM role assignment editing in user form, effective-access preview, reference endpoints, migration utility.
• Key Files: docs/implementation/task-l2-user-management-integration.md, src/app/api/users/_lib.ts, src/app/api/users/[id]/effective-access-preview/route.ts
• Read Before Modify: task-l2-user-management-integration.md, task-l1-crm-multi-role-user-assignment.md, 0014-crm-multi-role-user-assignment.md

Task L.3

• Task ID: Task L.3
• Task Name: Full CRM Scope Enforcement
• Status: Completed
• Objective: Harden scope and pricing visibility enforcement around resolved CRM access.
• Related ADRs: ADR-0014
• Foundations Created: Security enforcement layer within Authorization Foundation
• Foundations Modified: Authorization Foundation, Document Artifact Foundation, Dashboard Foundation, Quotation Foundation
• Major Deliverables: security helpers, pricing guards for quotation outputs, dashboard export restriction, quotation scope enforcement, security inventory docs, verification script.
• Key Files: docs/implementation/task-l3-full-crm-scope-enforcement.md, src/features/crm/security/server/service.ts, docs/security/crm-authorization-boundaries.md
• Read Before Modify: task-l3-full-crm-scope-enforcement.md, crm-authorization-boundaries.md, crm-access-enforcement-inventory.md, team-scope-limitations.md

Task L.3.1

• Task ID: Task L.3.1
• Task Name: Customer, Contact & Approval Visibility Hardening
• Status: Completed
• Objective: Extend resolved-access enforcement to customer, contact, and approval visibility.
• Related ADRs: ADR-0015
• Foundations Created: None
• Foundations Modified: Customer Ownership Foundation, Contact Sharing Foundation, Approval Foundation, Authorization Foundation, Dashboard Foundation
• Major Deliverables: customer visibility filters, contact visibility inheritance, approval visibility narrowing, dashboard approval reuse, extra security audit actions.
• Key Files: docs/implementation/task-l31-customer-contact-approval-visibility.md, src/features/crm/customers/server/service.ts, src/features/foundation/approval/server/service.ts
• Read Before Modify: task-l31-customer-contact-approval-visibility.md, 0015-customer-ownership-contact-sharing.md, crm-authorization-boundaries.md, task-c1-customer-ownership-contact-sharing-governance.md

Task UX.1

• Task ID: Task UX.1
• Task Name: Thai CRM Terminology Standardization
• Status: Completed
• Objective: Freeze Thai business-facing CRM terminology while keeping internal codes stable.
• Related ADRs: None dedicated
• Foundations Created: Terminology registry support for UI governance
• Foundations Modified: Dashboard Foundation, Lead / Enquiry Foundation, PDF Foundation
• Major Deliverables: terminology registry, shared terminology helper, menu copy updates, dashboard/report/PDF copy updates.
• Key Files: docs/implementation/task-ux1-thai-crm-terminology-standardization.md, docs/business/crm-terminology.md, src/features/crm/shared/terminology.ts
• Read Before Modify: task-ux1-thai-crm-terminology-standardization.md, crm-terminology.md, ui-ux-rules.md

Hotfix 1

• Task ID: Hotfix 1
• Task Name: Customer Sub Group
• Status: Completed
• Objective: Add customer subgroup hierarchy without creating a parallel category system.
• Related ADRs: None dedicated
• Foundations Created: None
• Foundations Modified: Master Data Foundation, Customer module
• Major Deliverables: customerSubGroup field, seeded crm_customer_group and crm_customer_sub_group, parent/child validation, filtered customer form behavior.
• Key Files: docs/implementation/hotfix-1-customer-sub-group.md, src/db/seeds/foundation.seed.ts, src/features/crm/customers/server/service.ts
• Read Before Modify: hotfix-1-customer-sub-group.md, project-foundations.md, task-c-customer-contact.md

Supporting Historical Records

These are not primary task IDs, but they remain valuable historical review documents:

• docs/implementation/pdfme-legacy-audit.md
• docs/implementation/pdfme-runtime-audit.md
• docs/implementation/pdf-parity-checklist.md
• docs/implementation/pdf-audit-report.md
• docs/implementation/pdf-audit-report.json
• docs/implementation/technical-debt.md

Missing Historical Records

• Task H.5.2 has no dedicated implementation note in docs/implementation/**.
• No standalone ADR was found for the low-level early foundations created in Task B:
  • Auth Context Foundation
  • Organization Context Foundation
  • Permission Foundation
  • Audit Foundation
  • Document Sequence Foundation

Catalog Outcome

• ALLA OS Historical Knowledge Base = ESTABLISHED
• ALLA OS Task Discovery = READY
• ALLA OS AI Context Retention = IMPROVED