CRM job catalogue
Data operations
Customer Data Foundation v1 — ADR-037, packages/customer-data/README.md
9 jobs in this area. 6 partially supported, 3 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-DO-01 · Import records from CSV
partially supported
Customer Data Foundation v1 adds a bounded import under a fingerprinted mapping (customer-rows@1): a preview that provably writes nothing, a per-row receipt carrying an outcome…
tests/customer-data-foundation.test.jsJTBD-DO-02 · Detect duplicates on import or entry
partially supported
deterministic matching under a versioned, fingerprinted policy (deterministic-customer-match@1) with three exact rules in a fixed precedence — external identity, contact email,…
JTBD-DO-03 · Merge two Companies or Contacts
partially supported
on a deliberately narrow reading: a logical canonical merge. A human — never an agent, never without a reason — records that two records are one customer, producing a…
JTBD-DO-04 · Export records
partially supported
on a deliberately narrow reading: Customer Data Operations v2 adds export-customer-records over the package's eight managed record sets — the import log and its receipts, the…
tests/customer-data-operations-v2.test.jsJTBD-DO-05 · Bulk update a set of records
partially supported
on a deliberately narrow reading: Customer Data Operations v2 adds apply-bulk-customer-action, which applies one of the package's three human decisions — link, dismiss or govern…
tests/customer-data-operations-v2.test.jsJTBD-DO-06 · Save and share a filtered view
not supported
no saved-view primitive
JTBD-DO-07 · Search across modules
not supported
no global search; exact indexed lookups are per-module. Customer Data Foundation v1 builds no search index of any kind and explicitly defers global search to Customer Data…
JTBD-DO-08 · See a unified activity timeline for a record
partially supported
Work v1 (ADR-030) adds an append-only Activity timeline per subject, with a closed four-entry vocabulary, rendered oldest-first in the Admin — tests/work-operations-e2e.test.js,…
tests/admin-work.test.jstests/work-operations-e2e.test.jsJTBD-DO-09 · Attach notes or files to a record
not supported
no note or attachment primitive
What 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.