--- id: CAP-CRM-ACT-016 title: Maintain task classifications and shared queues feature: FEAT-CRM-ACT-04 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-014 source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - >- Andrew 2026-10-10 (configuration ids), recorded at services-crm:modules/tasks/db/task-configurations.ts - 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#E-09' purpose: Administrators organize work categories and the queues used by their teams. outcomes: - Customer-defined categories and queues - Configuration changes protected against stale saves - In-use records preserved concepts: - CON-CRM-ACT-003 actors: - ACT-CRM-002 - ACT-CRM-003 surfaces: - console - api preconditions: [] postconditions: [] permissions: - key: crm.task-types.read where_checked: api scope: tenant - key: crm.task-types.create where_checked: api scope: tenant - key: crm.task-types.update where_checked: api scope: tenant - key: crm.task-types.delete where_checked: api scope: tenant - key: crm.task-types.bulk where_checked: api scope: tenant - key: crm.task-queues.read where_checked: api scope: tenant - key: crm.task-queues.create where_checked: api scope: tenant - key: crm.task-queues.update where_checked: api scope: tenant - key: crm.task-queues.delete where_checked: api scope: tenant - key: crm.task-queues.bulk where_checked: api scope: tenant rules: - id: BR-CAP-CRM-ACT-016-01 statement: >- Readers can inspect task types and queues, while administrators maintain, reorder and delete them. kind: permission enforced_at: - api must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#answers 403 to a caller who may only read task types origin: none - id: BR-CAP-CRM-ACT-016-02 statement: >- Task types and queues use immutable configuration identifiers, derived from names when omitted and rejecting reserved or malformed values. kind: validation enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/integration/services/persistence/task-types.integration.spec.js#refuses an id that is not a configuration id, saying what an id may hold origin: >- Andrew 2026-10-10 (configuration ids), recorded at services-crm:modules/tasks/db/task-configurations.ts - id: BR-CAP-CRM-ACT-016-03 statement: >- Task type and queue names are trimmed, nonblank, at most 100 characters and unique within their respective workspace lists. kind: validation enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/integration/services/persistence/task-types.integration.spec.js#refuses a create whose name another type of the tenant already has origin: none - id: BR-CAP-CRM-ACT-016-04 statement: >- A referenced task type or queue cannot be deleted while any task still names it. kind: invariant enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#refuses the delete of a task type a task is of (409) origin: none - id: BR-CAP-CRM-ACT-016-05 statement: >- Reordering supplies every list entry once, rejects incomplete or foreign lists without movement, and includes locked entries. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/integration/services/persistence/task-types.integration.spec.js#refuses a list that leaves a type out, naming it, and moves no type at all origin: 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-08' - id: BR-CAP-CRM-ACT-016-06 statement: >- New task types and queues append when no position is supplied, and their console forms omit that position. kind: calculation enforced_at: - service - console must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/integration/services/persistence/task-types.integration.spec.js#puts a create that states no display order at the end of the tenant’s list origin: none - id: BR-CAP-CRM-ACT-016-07 statement: >- Edits reject stale versions and full locks; replacement clears an omitted description and preserves an omitted position. kind: policy enforced_at: - api - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/integration/services/persistence/task-types.integration.spec.js#clears the description the replacement omitted origin: 'services-crm:docs/milestones/CRM-M1-contacts-and-organizations.md#D-05' - id: BR-CAP-CRM-ACT-016-08 statement: >- Deactivating task configuration preserves existing references and does not prevent new tasks from using the inactive type or queue. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0713.spec.ts#CRM-ACC-0713 origin: none - id: BR-CAP-CRM-ACT-016-09 statement: >- The baseline supplies General, Follow-up, Call, Email and Meeting task types without overwriting customer edits and supplies no queues. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/integration/services/persistence/task-types.integration.spec.js#adopts a record the tenant edited, which is what makes a seed a starting point origin: 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-48' - id: BR-CAP-CRM-ACT-016-10 statement: >- Queue configuration includes team, distribution, due-time and escalation controls that the service neither stores nor applies. kind: policy enforced_at: - console must_prove: false provenance: observed source: 'react-console:lib/configuration/task-queues.ts:withUnperformedFields' origin: none scenarios: - id: SC-CAP-CRM-ACT-016-01 given: An administrator creates a Site inspection task type. when: 'Rename and reorder it, then attempt deletion while a task references it.' then: Reordering commits together and deletion of the used type fails. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0713.spec.ts#CRM-ACC-0713 edge_cases: - id: SC-CAP-CRM-ACT-016-02 given: >- Configuration inputs cover maximum names, longer names and malformed identifiers. when: Save each variant. then: Valid boundaries succeed and invalid fields produce refusals. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0699.spec.ts#CRM-ACC-0699 constraints: [] depends_on: [] related: - CAP-CRM-ACT-010 - CAP-CRM-ACT-012 - CAP-CRM-ACT-009 journeys: - JNY-CRM-ACT-003 open_questions: - OQ-CRM-ACT-003 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-005, TC-AZ-006, TC-DAT-001, TC-DAT-003, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-TEN-001, TC-TEN-002, TC-TEN-003] --- # Maintain task classifications and shared queues ## Purpose Administrators organize work categories and the queues used by their teams. ## How It Works An administrator opens task type or queue configuration. They create a named entry or edit an existing one. A new entry normally joins the end of its list. Reordering supplies the entire list in one operation. Rhythm rejects a stale edit or a prohibited locked change. A type or queue referenced by tasks cannot be deleted. Deactivation keeps existing task references and still permits new work through the service. The queue screen also contains controls whose values have no stored behavior. The product should remove those controls or design their support before relying on them. ## Relationships - Task recording selects a task type. - Task assignment uses queue references and arrival positions. - Platform responsibilities identify who oversees queue work.