JTBD-DO-08 · Data operations
See a unified activity timeline for a record
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.
What the catalogue records
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.js. It is not a unified customer timeline: it covers only what Work itself recorded, Service's support-case-activity stays domain-specific, Delivery history is not aggregated, MK1 proposal evidence is not aggregated and communications events are absent, and no email, call, meeting or audit row appears on it. Customer Data Foundation v1 adds a second, independent projection over the same problem — one read-only consolidated profile per customer, spanning whatever packages the application composes, in which a package that is not composed reads not available with a reason rather than as an empty result or a zero. That does not change the row: the profile is a projection over Accordo-managed records, it says so in its own payload, and no email, call, meeting, marketing campaign execution or communications event appears on it. Confirmed partially supported by human decision on that wording; no other row is promoted by inheritance from it or from the foundation
Evidence
Proved by these tests, which run on every push:
tests/admin-work.test.jstests/work-operations-e2e.test.jsWhat 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 Data operations
- Import records from CSV — partially supported
- Detect duplicates on import or entry — partially supported
- Merge two Companies or Contacts — partially supported
- Export records — partially supported
- Bulk update a set of records — partially supported
- Save and share a filtered view — not supported
- Search across modules — not supported
- Attach notes or files to a record — not supported