CRM job catalogue
CRM JTBD validation matrix
17 jobs in this area. 8 validated end to end, 5 partially supported, 4 not 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-01 · Manage a custom CRM business object end to end
validated end to end
create the object type, then list/create/view/edit its records through the Admin.
tests/admin-core.test.jstests/admin-modules.test.jstests/generated-api-e2e.test.jstests/module-factory-e2e.test.jsdocs/ADMIN.mddocs/ADMIN_SMOKE.mdJTBD-01b · Associate a generated CRM record with another generated CRM record
validated end to end
(Milestone 5), for generated-to-generated many-to-one references only.
tests/admin-modules.test.jstests/module-factory.test.jstests/reference-fields-e2e.test.jstests/reference-resolver.test.jsdocs/MODULE_FACTORY.mdJTBD-02 · Request commercial approval on a deal
validated end to end
(Milestone 0), for the built-in renewal object.
tests/api.test.jstests/workflow.test.jsJTBD-03 · Manage a deal through pipeline stages
validated end to end
(Milestone 8) for code-first pipelines on the built-in Opportunity module. The legacy fixed stage enum remains what the renewal-approval policy runs on (unchanged evidence:…
tests/admin-pipeline.test.jstests/opportunity-pipeline-e2e.test.jstests/pipeline-contract.test.jstests/workflow.test.jsdocs/ADMIN_SMOKE.mdJTBD-04 · Capture a lead
validated end to end
(Milestone 6), for the starter's Lead model.
tests/lead-qualification-e2e.test.jsdocs/ADMIN_SMOKE.mdJTBD-05 · Qualify (or disqualify) a lead
validated end to end
(Milestone 6), for the starter's qualify/disqualify actions.
tests/action-contract.test.jstests/action-runtime-semantics.test.jstests/admin-actions.test.jstests/lead-qualification-e2e.test.jsdocs/ADMIN_SMOKE.mdJTBD-05b · Convert a qualified lead into Company, Contact and Opportunity
validated end to end
(Milestone 7), for the starter's convert action.
tests/action-contract.test.jstests/admin-actions.test.jstests/lead-conversion-e2e.test.jsdocs/ADMIN_SMOKE.mdJTBD-06 · Manage a custom object with an approval rule
partially supported
generated CRUD is validated (JTBD-01), but the factory does not yet generate workflows/approvals for custom objects.
JTBD-07 · Schedule next actions / follow-ups
partially supported
Work supplies reusable Tasks and Activity. Explicitly composed self-host timer consumers can open a Work ask through an application-started worker; dueAt alone starts nothing. No…
tests/lead-qualification-e2e.test.jstests/work-operations-e2e.test.jstests/work-operations-evidence.test.jstests/work-package-absence.test.jstests/work-provenance-and-actor.test.jstests/work-source-key-stability.test.jsdocs/WORK_TASKS.mdJTBD-08 · Hand off a won deal
validated end to end
superseded by JTBD-DS-01, which is the current row for this job and carries its evidence. This row is kept because "hand off a won deal" is the phrasing a reader or an agent…
tests/contracts-activation-e2e.test.jstests/delivery-execution-e2e.test.jstests/delivery-handover-e2e.test.jsJTBD-09 · Onboard a customer
not supported
no checklist/onboarding primitives.
JTBD-10 · Manage contracts and renewals
partially supported
contract activation, human renewal intent and governed successor execution exist, retaining signed-term provenance and immutable lineage. Timer consumers can open…
tests/contracts-activation-e2e.test.jstests/lifecycle-amendment-execution-e2e.test.jstests/workflow.test.jsdocs/CONTRACT_ACTIVATION.mddocs/RENEWAL_AMENDMENT.mdJTBD-11 · Identify churn risk
not supported
no health-scoring/activity primitives.
JTBD-12 · Identify upsell
not supported
no usage/entitlement primitives.
JTBD-13 · Report pipeline
partially supported
data is queryable via API/SDK and the dashboard shows counts; no reporting/aggregation surface for generated modules.
JTBD-14 · Integrate email / calendar / marketing
not supported
only an in-memory notification provider contract exists; no email/calendar/marketing adapters.
JTBD-15 · Enforce team / tenant permissions
partially supported
Production Spine v1 (ADR-038) enforces the permission half: organizations, memberships, eleven bounded permissions in five role bundles, server-authoritative authorization on…
tests/actor-fails-closed.test.jstests/production-spine.test.jstests/spine-route-authorization.test.jstests/spine-tenancy-truth.test.jsWhat a status here does not mean
These statuses describe this repository at this commit. None of them implies the framework is deployable: no authentication ships, so a deployment must supply the verifier before anyone but you reaches it, whatever any row says. Every claim and every limitation is on one page.