293 lines
3.4 KiB
Markdown
293 lines
3.4 KiB
Markdown
# Task D.5.1: Lead Foundation Stabilization & Output Completion
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## Status
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Planned
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## Objective
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Complete and stabilize the Lead Foundation introduced by Task D.5 Phase 1.
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This task must not recreate existing schema objects that already exist.
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The objective is to:
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* verify completed D.5 foundation work
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* document missing outputs
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* complete missing seeds
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* complete foundation registration
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* establish migration verification
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* prepare the platform for D.5.2 Lead API Foundation
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---
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# Mandatory Review
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Review:
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* AGENTS.md
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* Project Foundations Registry
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* Task Catalog
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* ADR-0018 Lead / Enquiry Domain Separation
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* Existing D.5 implementation summary
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* Current schema.ts
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* Current migration history
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* Current seed files
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---
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# Required Historical Verification
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Before writing any code verify whether the following already exist:
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## Schema
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```txt
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crm_leads
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crm_enquiries.lead_id
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```
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---
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## ADR
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```txt
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ADR-0018
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```
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---
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## Seed Categories
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```txt
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crm_lead_awareness
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crm_lead_status
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crm_lead_followup_status
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crm_lead_lost_reason
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```
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---
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## Document Sequences
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```txt
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crm_lead
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crm_enquiry
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```
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---
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# Rule
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If an item already exists:
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```txt
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DO NOT recreate it
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DO NOT generate duplicate migrations
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DO NOT rename existing objects
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```
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Document the existing implementation instead.
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---
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# Scope D5.1.1 Foundation Audit
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Create a verification report.
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Document:
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```txt
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What already exists
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What is missing
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What is partially implemented
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```
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---
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# Scope D5.1.2 Seed Completion
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Verify all Lead master options exist.
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Missing options only:
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```txt
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create missing records
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```
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Existing options:
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```txt
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leave unchanged
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```
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---
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# Scope D5.1.3 Document Sequence Audit
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Verify:
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```txt
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crm_lead
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crm_enquiry
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```
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exist in document sequence configuration.
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If missing:
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```txt
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add only missing configuration
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```
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---
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# Scope D5.1.4 Foundation Registration
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Update:
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```txt
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docs/standards/project-foundations.md
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```
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Add:
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```txt
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Lead Foundation
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```
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Purpose:
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Marketing-owned lead domain.
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---
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# Scope D5.1.5 Task Catalog Registration
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Update:
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```txt
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docs/standards/task-catalog.md
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```
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Register:
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```txt
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Task D.5
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Task D.5.1
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```
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---
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# Scope D5.1.6 Output Documentation
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Create:
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```txt
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docs/implementation/task-d51-lead-foundation-stabilization.md
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```
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Document:
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* schema created
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* seeds created
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* sequence configuration
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* compatibility status
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---
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# Scope D5.1.7 Compatibility Verification
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Verify:
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Current CRM still works:
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```txt
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Customer
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Contact
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Enquiry
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Quotation
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Dashboard
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Reports
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```
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No behavior changes allowed.
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---
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# Deliverables
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## New Documentation
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* task-d51-lead-foundation-stabilization.md
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---
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## Updated Documentation
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* project-foundations.md
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* task-catalog.md
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---
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## Verification Output
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Produce:
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### Existing Foundation
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```txt
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crm_leads
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crm_enquiries.lead_id
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ADR-0018
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```
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### Missing Foundation
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```txt
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...
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```
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### Completed Foundation
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```txt
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...
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```
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---
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# Explicit Non-Scope
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Do NOT:
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* create Lead APIs
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* create Lead UI
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* create Lead Assignment workflow
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* migrate records
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* update dashboard datasets
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* update report datasets
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* remove pipeline_stage
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Those belong to D.5.2+
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---
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# Definition of Done
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Task is complete when:
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* no duplicate schema is created
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* existing D.5 work is audited
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* missing seed/configuration is completed
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* foundation registry is updated
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* task catalog is updated
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* D.5 foundation state is documented
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Result:
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Lead Foundation = Stabilized
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Lead Foundation Outputs = Recorded
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Ready for D.5.2 Lead API Foundation
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