JTBD-03 · CRM JTBD validation matrix

Manage a deal through pipeline stages

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

(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/workflow.test.js).

Evidence

Proved by these tests, which run on every push:

tests/admin-pipeline.test.jstests/opportunity-pipeline-e2e.test.jstests/pipeline-contract.test.jstests/workflow.test.js

Described in:

docs/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 is local-development-only: there is no authentication, tenancy or RBAC, 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

Manage a custom CRM business object end to end — validated end to end
Associate a generated CRM record with another generated CRM record — validated end to end
Request commercial approval on a deal — 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