--- id: CAP-CRM-ACT-007 title: Find and open activities across the workspace feature: FEAT-CRM-ACT-01 product_area: crm module: activities-tasks revision: 2 status: draft product_intent: proposed implementation_evidence: partially-observed supersedes: - react-console acceptance inventory CAP-CRM-ACT-006 - react-console acceptance inventory CAP-CRM-ACT-007 source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-49' - >- Andrew 2026-10-15 (three shipped recipes), recorded at services-crm:docs/attention.md#2. Attention definitions purpose: >- Staff locate interactions without starting from a particular contact or organization. outcomes: - Workspace activity views - Links back to the relevant record - Activity summaries available to record queries concepts: - CON-CRM-ACT-001 actors: - ACT-CRM-001 - ACT-CRM-002 surfaces: - console - api preconditions: [] postconditions: [] permissions: - key: crm.activities.query where_checked: api scope: tenant - key: crm.activity-types.read where_checked: api scope: tenant - key: crm.activities.read where_checked: console scope: tenant rules: - id: BR-CAP-CRM-ACT-007-01 proved_by: [ATS-CRM-ACT-007-01, TST-CRM-ACT-065] statement: >- Workspace activity lists use the activities dataset and query permission rather than a general activity-list route. kind: permission enforced_at: - api must_prove: true provenance: observed source: >- services-crm:modules/activities/queries/activities.query.ts:activitiesQuery origin: none - id: BR-CAP-CRM-ACT-007-02 proved_by: [] statement: >- The shipped All activities recipe sorts newest first and includes type, subject, direction, status, outcome and owner. kind: policy enforced_at: - service must_prove: false provenance: observed source: 'services-crm:modules/activities/queries/recipes/activities-all.recipe.json' origin: >- Andrew 2026-10-15 (three shipped recipes), recorded at services-crm:docs/attention.md#2. Attention definitions - id: BR-CAP-CRM-ACT-007-03 proved_by: [] statement: >- The Activities screen provides All Activities, Last Month’s Calls, My Activities and Scheduled views, using the workspace calendar for the previous month. kind: policy enforced_at: - console must_prove: false provenance: test source: >- react-console:components/activities/__tests__/activities-explorer-and-history.test.ts#answers exactly last month origin: 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-49' - id: BR-CAP-CRM-ACT-007-04 proved_by: [] statement: >- Filtering by a linked contact or organization returns each matching activity once even when it has several links. kind: policy enforced_at: - service must_prove: true provenance: observed source: 'services-crm:modules/activities/queries/activities.query.ts:collections' origin: none - id: BR-CAP-CRM-ACT-007-05 proved_by: [ATS-CRM-ACT-007-02, ATS-CRM-ACT-007-04, TST-CRM-ACT-066] statement: >- An activity link selects its primary contact, otherwise its first contact, otherwise an organization, and opens that record’s timeline at the activity. kind: policy enforced_at: - console must_prove: true provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0722.spec.ts#CRM-ACC-0722 origin: none - id: BR-CAP-CRM-ACT-007-06 proved_by: [] statement: Activities have no Quick Search or Recently Viewed integration. kind: policy enforced_at: - console - service must_prove: false provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0722.spec.ts#CRM-ACC-0722 origin: none - id: BR-CAP-CRM-ACT-007-07 proved_by: [ATS-CRM-ACT-007-03, TST-CRM-ACT-004] statement: >- Contact and organization query results can compute the latest completed activity time and total linked activity count as they are read. kind: calculation enforced_at: - database must_prove: true provenance: test source: >- services-crm:modules/activities/tests/integration/db/activity-summaries.view.integration.spec.js#answers the newest completed activity and every linked one for a contact origin: none note: >- This source is an implementation decision record, so it does not confirm Product authority for the rule. - id: BR-CAP-CRM-ACT-007-08 proved_by: [ATS-CRM-ACT-007-01, TST-CRM-ACT-065] statement: >- Customer access to activity queries remains dependent on workspace policies; the historical acceptance record reports refusals without establishing the current policy state. kind: permission enforced_at: - api must_prove: true provenance: unknown source: FND-CRM-ACT-016 origin: none scenarios: - id: SC-CAP-CRM-ACT-007-01 given: Staff need the calls from the preceding month. when: Choose Last Month’s Calls on Activities. then: The list selects calls in the previous workspace calendar month. provenance: test source: >- react-console:components/activities/__tests__/activities-explorer-and-history.test.ts#answers exactly last month edge_cases: - id: SC-CAP-CRM-ACT-007-02 given: An activity links only an organization. when: Follow the activity’s direct console link. then: The organization timeline opens with that activity selected. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0722.spec.ts#CRM-ACC-0722 constraints: [] depends_on: - CAP-CRM-ACT-001 related: - CAP-CRM-ACT-005 journeys: [] open_questions: [] evidence: - >- services-crm at a8d1364f1dd44b723bb5f9acba12f983e9ec8d69: Independently reviewed declarations, behavior and assertions identified in this capability’s row citations. - >- react-console at baf6dae382d6f41dce976c7f848667ccc37e076f: Independently reviewed declarations, behavior and assertions identified in this capability’s row citations. controls: [TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-006, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-DAT-005, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PRV-001, TC-PRV-002, TC-TEN-001, TC-TEN-002, TC-TEN-003] exercised_by: [] suites: [TST-CRM-ACT-004, TST-CRM-ACT-065, TST-CRM-ACT-066] --- # Find and open activities across the workspace ## Purpose Staff locate interactions without starting from a particular contact or organization. ## How It Works A staff member opens Activities and chooses a view. The screen uses the shared query layer with the shipped activity recipe. Personal and scheduled views narrow the workspace list. Last Month’s Calls uses the workspace’s previous calendar month. Linked-record criteria avoid duplicate results for shared activities. Selecting an activity navigates to a related record’s timeline. An activity with no remaining links cannot complete that navigation. Query permissions and Platform policy registration still determine whether the list runs for a customer user. The historical acceptance record does not establish the policies deployed now. ## Relationships - Activity logging supplies the dataset records. - Record timelines provide the landing context for a selected activity. - Platform queries own execution, policy evaluation and saved views.