CRM job catalogue
Data operations
no milestone assigned
9 jobs in this area. 1 partially supported, 8 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
not supported
no import path; records are created one at a time through services or actions
JTBD-DO-02 · Detect duplicates on import or entry
not supported
unique constraints exist per field; no matching or scoring
JTBD-DO-03 · Merge two Companies or Contacts
not supported
no merge primitive; references would have to be re-pointed and evidence preserved
JTBD-DO-04 · Export records
not supported
no export endpoint; list is page-bounded by design
JTBD-DO-05 · Bulk update a set of records
not supported
every mutation is single-record
JTBD-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
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: 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.