203671a7bf
Add the experience service with sites through analytics/AI hooks, migrations through 0011, and phase docs/manifests marking the track complete. Co-authored-by: Cursor <cursoragent@cursor.com>
61 lines
2.9 KiB
Markdown
61 lines
2.9 KiB
Markdown
# Phase: Experience Forms, Surveys & Appointments (11.6)
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| Field | Value |
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| --- | --- |
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| Identifier | `experience-11.6` |
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| Status | Complete |
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| Owner | Platform |
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| Module(s) | Forms, Form Submissions, Surveys, Survey Responses, Appointment Pages, Booking Refs |
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| Service(s) | `experience` (Torbat Pages) |
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| Depends On | `experience-11.5` |
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| ADR(s) | [ADR-016](architecture/adr/ADR-016.md) |
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| Manifest | [phase-manifest.yaml](ai-framework/phase-manifest.yaml) |
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## Enterprise Phase Discovery Record
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| Input | Finding |
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| --- | --- |
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| Roadmap / manifest | Next unfinished Experience phase = `experience-11.6` Forms, Surveys & Appointments |
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| Prior handover | [phase-11-5.md](phase-handover/phase-11-5.md) — locales/media complete; no form/survey/appointment engines |
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| Boundaries | Experience owns page shells + submission/booking **refs**; CRM/Communication/scheduling engines remain external (API/Events only) |
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| Existing codebase | Page types include `form` / `appointment`; component kind `form_shell`; permissions had placeholder `experience.forms.*` |
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| Missing vs DoD | No form/survey/appointment aggregates, APIs, policies, or submission/booking-ref shells |
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Derived capabilities: define forms/surveys as page shells; receive submissions/responses with CRM/Communication refs; define appointment pages with provider/service refs; store external booking refs. **Not** SEO/PWA, deep CRM, or native scheduling ownership.
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## Objective
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Deliver Forms, Surveys, and Appointment page shells on `experience_db` with submission/booking references only — no ownership of CRM contacts or vertical booking engines.
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## Scope
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### In Scope
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- `ExperienceForm` + `FormSubmission` (payload + crm/communication/external refs)
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- `ExperienceSurvey` + `SurveyResponse`
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- `ExperienceAppointmentPage` + `AppointmentBookingRef` (`external_booking_ref` required)
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- Policies rejecting inactive definitions for intake; validators rejecting ownership keys (`crm_contact_id`, `booking_engine`, …)
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- Permissions `experience.forms.*` / `experience.surveys.*` / `experience.appointments.*`
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- Events for create/update/archive + submission/response/booking-ref lifecycle
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- Alembic `0007_phase_116_forms_surveys_appointments`; version `0.11.6.0`
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### Out of Scope
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- SEO / sitemap / PWA — Phase 11.7
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- Owning CRM contacts, Communication providers, or scheduling calendars
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- Deep form-builder UI / CMS field graphs
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### APIs
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| Path | Permission |
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| --- | --- |
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| `/api/v1/forms` · `/api/v1/form-submissions` | `experience.forms.*` |
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| `/api/v1/surveys` · `/api/v1/survey-responses` | `experience.surveys.*` |
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| `/api/v1/appointment-pages` · `/api/v1/appointment-booking-refs` | `experience.appointments.*` |
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## Completion Criteria
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- [x] Forms/surveys/appointment APIs + tests green
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- [x] No deep CRM/scheduling ownership; refs only
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- [x] Docs + handover + manifests at `0.11.6.0`
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