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CAP-CRM-REG-015Share regions through record references and exports

Markdown

CAP-CRM-REG-015

Share regions through record references and exports

Markdown
  • DocumentDraft
  • Product intentProposed
  • ImplementationObserved

KindCapabilityProduct areaCRMModuleRegionsRevision2

Read atservices-crm a8d1364freact-console baf6dae3

The Formal Contract

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

Outcomes
CRM records can reference the registered Region object.Workspace exports carry regional definitions and saved policy.
Surfaces
apijob
Intent sources
services-crm:docs/migrations/crm-regions/README.md#2026-10-12 — Final acceptance (second pass), decision 2026-10-11: no import of Rhythm 1.0 region data

Controls

11 controls apply, from the corpus control catalogue.

TC-DAT-001 TC-DAT-002 TC-DAT-003 TC-DAT-005 TC-LOG-005 TC-PI-001 TC-PRV-001 TC-PRV-002 TC-TEN-001 TC-TEN-002 TC-TEN-003

Business Rules

6 rules, 0 to be proved before approval. A rule's product intent is derived from its origin: 0 confirmed by a product decision, the rest inheriting this capability's proposed.

IdRuleKindEnforced atProvenance
01
Proposed
Platform metadata registers the Region object with identifier, name, description and active fields as a reference target for CRM records.
policyserviceobserved
02
Proposed
Workspace export includes inactive and active regions in the same public shape returned by region reads.
policyserviceobserved
03
Proposed
Export includes one saved assignment-settings record with ordered criteria and declares dependencies on region and address-type exports; workspaces without saved settings export no settings row.
policyserviceobserved
04
Proposed
Regional exports omit recalculation runs and the internal policy generation count.
policyserviceinferred
05
Proposed
The acceptance catalogue records Regions as unavailable for direct dataset queries and for traversal to region fields through a record reference.
policyservicedocumented
06
Proposed
The migration decision excludes importing Rhythm 1.0 regional data; placement instead follows subsequent deciding-address changes or explicit recalculation.
origin: services-crm:docs/migrations/crm-regions/README.md#2026-10-12 — Final acceptance (second pass), decision 2026-10-11: no import of Rhythm 1.0 region data
policyservicedocumented

Scenarios

IdGivenWhenThenProvenance
01A workspace has regional definitions and saved assignment rules.Its data export includes regional configuration.Active and inactive regions accompany the single saved settings record with ordered rules.inferred

The Markdown files under specs/ in rhythmsoftware/rhythm-v2-docs are the canonical source of truth. This reader is a generated, read-only projection of them.