CRM job catalogue
Commercial Operations / CPQ
Milestones 10-11 implemented for the local slice, ADR-016 and ADR-017
7 jobs in this area. 3 validated end to end, 4 partially supported.
validated end to end An automated test or a checked-in example proves the whole job. This is the only status that counts as evidence.
partially supported Part of the job works and is proved; the rest is named rather than implied. Read what is excluded before planning around it.
technically supported The primitives exist but no test proves the job end to end, so it is not claimed as working.
not supported No implementation and no test. It would have to be built. This is the default status in the catalogue — a row moves out of it only when a test proves it.
JTBD-CO-01 · Create a Quote from a Price Book
validated end to end
narrow wording: Opportunity → one price book → composite Offers (rate plans with several price components) → controlled server-priced lines mixing one-time and recurring charges…
JTBD-CO-02 · Synchronize an external catalog (Stripe/Zuora/ERP/custom)
partially supported
validated only for a deterministic fixture catalog provider: immutable product versions and whole-offer revisions (components + tiers), idempotent re-sync, preserved provider…
JTBD-CO-03 · Request a discount under a deterministic policy
validated end to end
basis-point line discounts applied uniformly per component after tier calculation, evaluated by a versioned, fingerprinted discount policy over the grouped totals and component…
JTBD-CO-04 · Obtain required commercial approval on a discount
partially supported
the human-actor boundary is validated (agent actors refused 403; one atomic decision per version; concurrent decisions resolve to one winner) — but requiredApprovalKey is a…
JTBD-CO-05 · Create a signature envelope with a provider
partially supported
validated only for the deterministic fixture signature provider: human-actor send boundary (agents refused 403), exactly one envelope per quote version with a deterministic…
JTBD-CO-06 · Verify signing via verified provider events
partially supported
provider events are verified as the raw signed bytes before any state changes (constant-time HMAC + replay window in the fixture), replay is idempotent by DB-unique provider…
JTBD-CO-07 · Create an immutable signed Order snapshot
validated end to end
narrow wording: a verified completed signature creates, in one transaction, exactly one immutable Order (DB-unique per quote version) with lines, components, complete tier…
What a status here does not mean
These statuses describe this repository at this commit. None of them implies the framework is deployable: there is no authentication, tenancy or RBAC, so it is local-development-only whatever any row says. Every claim and every limitation is on one page.