Tasks — Developer Guide

Mirror of the Leads developer guide. Prefer copying Leads patterns over inventing new ones.

Backend layout

Piece	Path
Models	app/Models/Task.php, TaskNote, TaskActivity
Enums	app/Enums/Tenant/TaskStatusEnum (includes waiting; Open label To Do), TaskPriorityEnum, TaskActivityTypeEnum
Service	app/Services/Tenant/TaskService.php (+ ScopesToAssignee)
Controller	app/Http/Controllers/Tenant/Api/V1/TaskController.php
Requests	app/Http/Requests/Tenant/Api/V1/Task/*
Resources	app/Http/Resources/Tenant/Api/V1/Task/*
Policy	app/Policies/TaskPolicy.php (changeDueDate → tasks.change_due_date)
Events	app/Events/Task*.php
Subscriber	app/Listeners/TaskEventSubscriber.php (audit + notifications)
Notifications	app/Notifications/Tenant/Task/* — assign/complete/reopen: mail+database; due/overdue: database; daily digest: mail only (TaskDueDigestNotification)
Digest delivery	task_digest_deliveries + TaskDigestDeliveryService; TrackTaskDueDigestDelivery on NotificationSent / NotificationFailed
Scheduled due	crm:send-due-notifications every 5 minutes (onOneServer); tenant setting task_reminder_time (Daily Reminder Time)
Tests	tests/Feature/Tenant/Task/TaskTest.php, tests/Feature/Tenant/Notification/TaskDueDigestNotificationTest.php

Domain notes

• Assignee scoping via ScopesToAssignee with tasks.assign.
• Updating due_at after create requires tasks.change_due_date (enforced in TaskService / policy). Initial due_at on create is allowed without that permission.
• Board columns are one per TaskStatusEnum case.

Permissions

config/tenant-permissions.php:

tasks.view | create | update | delete | assign | complete | change_due_date

Routes use module:tasks then can:tasks.* / policies.

API (tenant)

Base: /api/tenant/v1 — full reference tenant-v1-tasks.md.

Method	Path	Permission
GET	/tasks	view
GET	/tasks/stats	view
GET	/tasks/board	view
POST	/tasks	create
GET	/tasks/{task}	view
PUT	/tasks/{task}	update (+ change_due_date when changing due_at)
DELETE	/tasks/{task}	delete
POST	/tasks/{task}/assign	assign
POST	/tasks/{task}/complete	complete
POST	/tasks/{task}/reopen	complete
POST	/tasks/{task}/notes	update
GET	/tasks/{task}/timeline	view

Auth login/me include modules: string[] for SPA gating.

Frontend

Piece	Path
Page	src/pages/tasks/tasks-page.tsx (board default + list)
Form	task-form-dialog.tsx
Detail	task-detail-sheet.tsx (Comments + History; DnD status pending until Save)
Shared board	src/components/crm/kanban-board.tsx
Service	taskService in src/api/services.ts
Nav	permission: tasks.view, module: 'tasks'

Tests

# Backend
php artisan test --compact tests/Feature/Tenant/Task/TaskTest.php

# Frontend E2E
npm run test:e2e:tasks

Logging

• Spatie LogsActivity on Task (log name tasks)
• Domain task_activities timeline
• PlatformAuditService via TaskEventSubscriber

Intentional differences from Leads

Leads	Tasks
Stages + independent status	Status + priority enums (no stages)
Follow-ups	None
Assignment history table	Timeline only
export / convert	complete / change_due_date
Board by stage	Board by status