alla-allaos-fullstack/docs/implementation/task-k1-report-foundation.md

Task K.1 Implementation Summary

Completed

• added crm_report_definitions schema and migration
• seeded crm_report_category master options
• seeded system report definitions:
  • lead_pipeline
  • enquiry_pipeline
  • sales_performance
  • lost_analysis
  • revenue_by_customer
• added permissions:
  • crm.report.read
  • crm.report.export
• created src/features/crm/reports/ foundation with:
  • API contracts
  • shared query options
  • ResolvedReportContext
  • resolveCrmAccess()
  • dataset layer
  • builder layer
  • shared filter metadata builder
  • export helpers
• added report discovery APIs:
  • GET /api/crm/reports
  • GET /api/crm/reports/catalog
  • GET /api/crm/reports/filters
• added audit logging for report foundation reads
• added CRM Reports landing page and sidebar navigation entry

Verification

• npm exec tsc --noEmit

Notes

• this task creates the shared report platform only; it does not implement business report execution pages yet
• export helpers are centralized and ready for future report-specific export routes