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alla-allaos-fullstack/plans/task-bu-r.1.md
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2026-07-07 14:37:17 +07:00

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# Task BU-R.1 – Business Capability Audit
Status: Planning
Priority: Critical
Type: Business Discovery / Capability Audit
Depends On
- BU-R.0 Business Blueprint Freeze
- BU-R.0.1 Workspace & Activity Business Blueprint Completion
---
# Objective
Audit the current ALLA OS implementation against the frozen Business Blueprint.
This phase must identify which business capabilities already exist, which are partially implemented, which require enhancement, and which should be introduced as new capabilities.
The purpose is to minimize disruption to the existing architecture while ensuring future implementation aligns with the approved business blueprint.
This is a documentation and analysis phase only.
No implementation work is allowed.
---
# Background
BU-R.0 and BU-R.0.1 established the official Business Constitution of ALLA OS.
The current repository already contains a mature CRM foundation including:
- Customer
- Contact
- Lead
- Opportunity
- Quotation
- Approval
- Document
- Organization
- RBAC
- PDF
- Dashboard
The next step is to determine how closely the current implementation aligns with the frozen business architecture.
---
# Review Required
Review all relevant documentation before auditing.
Minimum review
- AGENTS.md
- Project Standards
- Architecture Rules
- UI/UX Rules
- Task Catalog
- CRM Terminology
- Relationship & Sales Workspace Blueprint
- Existing ADRs
- Current Schema
- Current CRM APIs
- Existing Dashboard
- Existing Customer Workspace
- Existing Lead Workspace
- Existing Opportunity Workspace
- Existing Quotation Workspace
- Existing Approval Module
- Existing Notification Module
Review source code only for capability verification.
Do not redesign.
Do not implement.
---
# Audit Scope
---
## Part 1 — Relationship Capability Audit
Review
Customer
Contact
Customer Account Type
Customer Ownership
Contact Sharing
Relationship Health
Customer Timeline
Customer Workspace
Determine
Existing capability
Missing capability
Refactor candidates
Future enhancements
---
## Part 2 — Activity Capability Audit
Review
Follow-up
Meeting
Visit
Phone Call
Reminder
Task
Notification
Internal Task
Determine
Current activity implementation
Duplicate activity concepts
Reusable components
Potential shared Activity model
Activity ownership
Activity lifecycle support
Calendar readiness
Timeline readiness
---
## Part 3 — Lead Capability Audit
Review
Lead lifecycle
Lead ownership
Lead assignment
Lead qualification
Lead conversion
Lead follow-up
Lead dashboard
Determine
Blueprint compliance
Missing capabilities
Legacy behaviour
---
## Part 4 — Opportunity Capability Audit
Review
Opportunity ownership
Forecast
Expected Award Date
Expected Delivery Date
Probability
Hot Project
Pipeline
Outcome
Process Status
Status
Determine
Business alignment
Schema readiness
Service readiness
UI readiness
---
## Part 5 — Commercial Capability Audit
Review
Quotation
Revision
Approval
Pricing
PDF
Customer Package
PO integration
Determine
Blueprint compliance
Missing capabilities
---
## Part 6 — Workspace Capability Audit
Review
Customer Workspace
Sales Workspace
Manager Workspace
Executive Workspace
Calendar
Timeline
My Day
Notification
Dashboard
Determine
Existing workspaces
Navigation gaps
Role support
Operational readiness
---
## Part 7 — Dashboard Capability Audit
Review
Pipeline
Forecast
Hot Project
Follow-up
Overdue Work
Sales KPI
Manager KPI
Executive KPI
Determine
Current implementation
Metric ownership
Business alignment
---
## Part 8 — Notification Capability Audit
Review
Approval Notification
Reminder
Follow-up Notification
Manager Escalation
Assignment Notification
Determine
Current notification model
Missing business events
Automation opportunities
---
## Part 9 — Business Event Audit
Review
Lead Events
Opportunity Events
Quotation Events
Approval Events
Customer Events
Determine
Existing events
Missing events
Timeline support
Calendar support
Automation readiness
---
# Deliverables
Produce
## 1
Business Capability Matrix
For every capability identify
- Existing
- Partial
- Missing
- Legacy
- Refactor Candidate
---
## 2
Capability Coverage Report
Percentage coverage
Customer
Activity
Lead
Opportunity
Quotation
Approval
Dashboard
Calendar
Timeline
Notification
Workspace
---
## 3
Gap Analysis
Current System
vs
Business Blueprint
Categorize
No Change
Enhancement
Refactor
New Capability
---
## 4
Architecture Preservation Report
Identify
Core components that should remain unchanged
Core components requiring extension only
Components requiring controlled refactoring
Potential breaking changes
Backward compatibility concerns
---
## 5
Business Capability Dependency Map
Show dependency between
Customer
Activity
Lead
Opportunity
Quotation
Approval
Dashboard
Calendar
Timeline
Notification
---
## 6
Capability Priority Matrix
Prioritize
Critical
High
Medium
Low
based on business value and implementation impact.
---
## 7
Implementation Readiness Report
Identify
Ready immediately
Requires schema enhancement
Requires service enhancement
Requires UI enhancement
Requires future phase
---
## 8
Recommended Epic Breakdown
Group future implementation into epics.
Example
Epic
Customer Workspace
Epic
Activity Platform
Epic
Calendar Workspace
Epic
Timeline
Epic
Manager Workspace
Epic
My Day
Epic
Notification
Epic
Dashboard
---
# Constraints
This phase is documentation only.
DO NOT
- modify schema
- modify database
- modify migrations
- modify APIs
- modify services
- modify UI
- modify permissions
- modify business logic
No code changes are permitted.
---
# Success Criteria
Every business capability has been audited.
Current implementation is mapped to the approved Business Blueprint.
No duplicate business capability remains unidentified.
The impact of every future feature is understood.
Core architecture preservation strategy is documented.
A prioritized implementation roadmap can be produced without re-discovering business requirements.
Ready for
BU-R.2 Domain & Schema Audit.
# Implementation Result - 2026-07-07
Status: Completed
Completed:
- audited current customer, lead, opportunity, quotation, approval, dashboard, notification, workspace, and security capabilities against the frozen BU-R.0 and BU-R.0.1 blueprint
- classified current implementation into `Existing`, `Partial`, `Missing`, `Legacy`, and `Refactor Candidate` capability states
- documented preservation-safe direction for later phases without changing code or schema
Primary findings:
- customer ownership, contact sharing, opportunity lifecycle, quotation lifecycle, approval runtime, PDF/document delivery, dashboard KPIs, and CRM security are already strong foundations and should be preserved
- follow-up capability is real across lead, opportunity, quotation, and dashboard analytics, but a shared production Activity platform does not yet exist
- customer detail is a strong partial Customer Workspace, but generated timeline, relationship health, and activity-centered workspace sections are still missing
- calendar, My Day, manager workspace, executive workspace, and generated timeline remain mostly future capability rather than current implementation
- notification foundation exists and is production-ready, but business-event coverage is still mostly approval-centric
Recorded outputs:
- [task-bu-r.1-business-capability-audit-2026-07-07.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-bu-r.1-business-capability-audit-2026-07-07.md)
Verification:
- documentation-only phase
- no schema, API, service, UI, permission, or business-logic changes made
- no build or test command required
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