JTBD-01 · CRM JTBD validation matrix

Manage a custom CRM business object end to end

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.

What the catalogue records

create the object type, then list/create/view/edit its records through the Admin.

Evidence

Proved by these tests, which run on every push:

tests/admin-core.test.jstests/admin-modules.test.jstests/generated-api-e2e.test.jstests/module-factory-e2e.test.js

Described in:

docs/ADMIN.mddocs/ADMIN_SMOKE.md

What this status does not mean

A status here describes this repository at this commit, nothing more. It is not a statement about what a CRM should do, and it is not a roadmap commitment. The whole framework ships no authentication, so no status on this page implies you can deploy it. The boundaries are listed in full on the claims ledger.

Other jobs in CRM JTBD validation matrix

Associate a generated CRM record with another generated CRM record — validated end to end
Request commercial approval on a deal — validated end to end
Manage a deal through pipeline stages — validated end to end
Capture a lead — validated end to end
Qualify (or disqualify) a lead — validated end to end
Convert a qualified lead into Company, Contact and Opportunity — validated end to end
Manage a custom object with an approval rule — partially supported
Schedule next actions / follow-ups — partially supported

All 17 jobs in CRM JTBD validation matrix · the whole catalogue