Skip to content

SpecificationsActivities, Follow-ups and Task Work

Verification

19 acceptance test sets for MOD-CRM-ACT, one per capability, holding 131 scenarios — 127 of them already bound to an existing test. A scenario names the rules and journey assertions it proves; it never restates them.

FEAT-CRM-ACT-01 Interaction Records and Timelines 7

Acceptance test setProves capabilityScenariosBoundNegativeLevelsStatus
ATS-CRM-ACT-001Log one interaction for all related people and organizations13131110 api · 1 browser · 2 unitProposed
ATS-CRM-ACT-002Create a follow-up while recording an interaction6545 api · 1 browserProposed
ATS-CRM-ACT-003Correct or delete an activity with protection against stale edits8847 api · 1 browserProposed
ATS-CRM-ACT-004Retain supporting files with an activity4424 apiProposed
ATS-CRM-ACT-005Read past interactions and upcoming work on a record timeline1010410 apiProposed
ATS-CRM-ACT-006Review activity changes and their attribution3313 apiProposed
ATS-CRM-ACT-007Find and open activities across the workspace3312 api · 1 browserProposed

FEAT-CRM-ACT-02 Activity Classification 2

Acceptance test setProves capabilityScenariosBoundNegativeLevelsStatus
ATS-CRM-ACT-008Configure activity types and the details they collect9988 api · 1 browserProposed
ATS-CRM-ACT-009Preserve the baseline activity catalog without replacing customer choices5531 browser · 4 apiProposed

FEAT-CRM-ACT-03 Managing Task Work 6

Acceptance test setProves capabilityScenariosBoundNegativeLevelsStatus
ATS-CRM-ACT-010Record and maintain a piece of work1212810 api · 2 browserProposed
ATS-CRM-ACT-011Complete, cancel and reopen work with clear attribution8872 unit · 6 apiProposed
ATS-CRM-ACT-012Assign shared work and claim it from a queue9868 api · 1 browserProposed
ATS-CRM-ACT-013Offer work to a security role and reserve it by claim6535 api · 1 browserProposed
ATS-CRM-ACT-014Work from personal and shared task views4323 unit · 1 browserProposed
ATS-CRM-ACT-015Route overdue work to the people responsible for it6625 api · 1 unitProposed

FEAT-CRM-ACT-04 Task Configuration and Routing 1

Acceptance test setProves capabilityScenariosBoundNegativeLevelsStatus
ATS-CRM-ACT-016Maintain task classifications and shared queues8867 api · 1 browserProposed

FEAT-CRM-ACT-05 Workflow Delegation and Record Safeguards 3

Acceptance test setProves capabilityScenariosBoundNegativeLevelsStatus
ATS-CRM-ACT-017Create workflow tasks once and repeat actions according to state8878 apiProposed
ATS-CRM-ACT-018Retain interactions and work through record deletion and merge3311 api · 2 browserProposed
ATS-CRM-ACT-019Apply workspace access and maintenance permissions6666 apiProposed

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.