Skip to content

Activities — Production Guide

Licensing

  • Catalog slug: activities
  • Free Marketplace opt-in CRM module (not auto-installed)
  • Catalog flags: is_default_included = false, is_billable = false, price 0, sort_order = 28
  • New workspaces receive only Leads + Tasks by default; enable Activities from Marketplace
  • Existing workspaces that already have Activities keep their subscription (policy change does not uninstall)

Bootstrap

On new workspace create:

  1. installDefaultModules() installs published is_default_included modules (Leads, Tasks only)
  2. Operators enable Activities from Marketplace (free / non-billable install activates immediately)
  3. Tenant permissions include activities.* via config/tenant-permissions.php / default role maps

Permissions rollout

New Activities permissions for existing workspaces ship as an additive data migration using TenantPermissionSynchronizer::grantMissingDefaultRolePermissions([...]). Do not re-seed roles.

Monitoring

  • Platform audit events: activity_created, activity_updated, activity_deleted, activity_assigned, activity_completed, activity_note_added
  • Notifications: assignment via ActivityAssignedNotification

Deploy checklist

  1. Migrate tables (activities, activity_notes, activity_activities)
  2. Register the activities catalog module (migration, not seeder) as free opt-in
  3. Run 2026_07_30_070000_mark_optional_crm_modules_not_default_included so catalog flags match policy
  4. Confirm module:activities + activities.* permissions on target roles
  5. Deploy Frontend SPA with Activities nav/pages

Official documentation for the EloSync SaaS Platform.