Rhythm 2.0 Specifications

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CAP-CRM-ACT-009Preserve the baseline activity catalog without replacing customer choices

Markdown

CAP-CRM-ACT-009

Preserve the baseline activity catalog without replacing customer choices

Markdown
  • DocumentDraft
  • Product intentProposed
  • ImplementationObserved

Planning

Feature
FEAT-CRM-ACT-02
Key concepts
CON-CRM-ACT-001
Actors
ACT-CRM-003, ACT-CRM-004, ACT-CRM-005
Journeys
JNY-CRM-ACT-004
Depends on
CAP-CRM-ACT-008
Related
CAP-CRM-ACT-016
Proved by
ATS-CRM-ACT-009

KindCapabilityProduct areaCRMModuleActivities, Follow-ups and Task WorkRevision2

Read atservices-crm a8d1364freact-console baf6dae3

Preserve the baseline activity catalog without replacing customer choices ​

Purpose ​

Customers start with recognizable activity categories and retain their later configuration changes.

How It Works ​

The activities participant declares the baseline catalog for workspace setup. Its seed application creates missing entries or adopts existing matching records. Adoption preserves the customer’s configured values. Built-in codes distinguish standard categories from custom ones. Staff can rename or deactivate a baseline type within the allowed configuration rules. They cannot delete it or change its established code. Call and Email keep direction as a required detail. Platform must register and run the participant for provisioning and reconciliation to take effect. The product should verify that integration before claiming coverage across deployed workspaces.

Relationships ​

  • Activity configuration lets customers tailor the baseline.
  • Workspace lifecycle owns provisioning and reconciliation orchestration.
  • Import processes adopt matching types without changing their built-in identity.

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Outcomes
Seven baseline categoriesProtected built-in classification codesCustomer changes retained during seed adoption
Surfaces
apijob
Intent sources
services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-48services-crm:docs/migrations/activities/README.md#D10

Controls

23 controls apply, from the corpus control catalogue.

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-IAM-001 TC-IAM-005 TC-IAM-006 TC-LOG-004 TC-LOG-005 TC-MON-001 TC-MON-002 TC-PI-001 TC-PI-002 TC-PI-003 TC-PI-004 TC-PI-005 TC-TEN-001 TC-TEN-002 TC-TEN-003

Permissions

KeyChecked atScope
crm.activity-types.updateapitenant
crm.activity-types.deleteapitenant

Business Rules

8 rules, 6 to be proved before approval. A rule's product intent is derived from its origin: 1 confirmed by a product decision, the rest inheriting this capability's proposed.

IdRuleKindEnforced atProvenance
01must prove
Proposed
The activities participant declares seven baseline activity types, while workspace-wide installation depends on Platform registering that participant.
no proof recorded yet
policyserviceobserved
services-crm:modules/activities/README.md
02must prove
Confirmed
Baseline application adopts existing activity types without overwriting customer changes; deployment reconciliation belongs to Platform.
origin: services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-48
no proof recorded yet
policyservicetest
services-crm:modules/activities/tests/integration/services/persistence/activity-types.integration.spec.js#adopts a type the tenant already has under that id, leaving it as the tenant made it
03must prove
Proposed
Built-in activity types support deactivation but refuse deletion.
no proof recorded yet
validationservicetest
services-crm:modules/activities/tests/integration/services/persistence/activity-types.integration.spec.js#refuses a system type, saying to deactivate it instead
04must prove
Proposed
Rhythm controls each built-in type code and preserves it through edits; customer-created types have no built-in code.
no proof recorded yet
invariantservice, databasetest
services-crm:modules/activities/tests/integration/services/persistence/activity-types.integration.spec.js#refuses a change of system code in the database too, whatever writes the row
05must prove
Proposed
A workspace cannot store two activity types with the same built-in code.
no proof recorded yet
invariantdatabasetest
services-crm:modules/activities/tests/integration/db/activities.table.integration.spec.js#refuses a second type of the tenant with the same system code
06must prove
Proposed
The built-in Call and Email types require direction and reject configuration changes that hide it or make it optional.
no proof recorded yet
validationservice, databasetest
services-crm:modules/activities/tests/integration/services/persistence/activity-types.integration.spec.js#refuses to make the Call type’s direction anything but required, saying why
07
Proposed
Baseline Call outcomes include Connected, Left voicemail, No answer, Busy and Wrong number, and the baseline Meeting suggests a seven-day follow-up.
policyservicedocumented
services-crm:docs/migrations/activities/README.md#3. The seven system types
08
Proposed
Activity-type imports preserve built-in codes and adopt matching built-in types under their established identifiers.
policyservicetest
react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0701.spec.ts#CRM-ACC-0701

Scenarios

IdGivenWhenThenProvenance
01A workspace is subject to the declared baseline catalog.List its activity types after provisioning.The acceptance test expects all seven built-in types; actual provisioning depends on Platform integration.test
react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0728.spec.ts#CRM-ACC-0728

Edge Cases

IdGivenWhenThenProvenance
02A workspace already holds customized baseline types.Apply a missing baseline seed.Existing matching entries are adopted without replacing customer values.documented
services-crm:docs/migrations/activities/README.md#3. The seven system types

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