Module status page

CRM / Relationships

Standalone CRM relationship domain for organizations, contacts, deal roles, communication references, and ownership responsibility.

maturity: STANDALONE_ONLYproduction status: local onlynavigation status: internalowner: Standalone CRM relationship domaincapability owner: CRM

What Is Live

  • Service: src/lib/crm/crmRelationshipService.ts
  • Service: src/lib/crm/auditCrmReadiness.ts

What Is Not Wired

  • Missing critical piece: CRM-to-deal adapter contract and production persistence boundary.
  • Missing adapter: CRM-to-deal association adapter
  • Missing adapter: Operator visibility adapter
  • Missing adapter: Workflow follow-up adapter
  • Known risk: CRM remains standalone and cannot drive ownership, queue routing, or deal views until adapter contracts are accepted.

Known Blockers

No active blockers are listed.

Next Recommended Action

  • Define the CRM-to-deal adapter before UI wiring or Operator Command ownership routing.

System Audit Evidence

  • Readiness score: 35%
  • Integration depth: standalone only
  • Route exposure: none
  • Security boundary: partial
  • Queue integration: not wired
  • Readiness integration: not wired
  • Workflow integration: not wired
  • Data Room integration: not wired
  • Export integration: not wired
  • Test: src/lib/crm/__tests__/crmRelationshipService.test.ts
  • Test: src/lib/crm/__tests__/auditCrmReadiness.test.ts
  • Smoke: scripts/smoke-crm-domain.ts
  • Persistence: Fixture-backed standalone domain only; no production repository or migration yet.

Architecture Governance

  • 11 governance doctrines tracked
  • 15 required adapter seams
  • 13 forbidden direct couplings
  • No high or critical governance findings

Capability Registry

  • Read-only CRM / Relationships status page backed by System Audit; CRM remains internal and not OS-wired.
  • Registry production status: internal only
  • Primary nav group: Tools
  • Capability: system audit maturity
  • Capability: live evidence inventory
  • Capability: not-wired adapter list
  • Capability: safe related links

Related Links

  • Open Portfolio

    Current safe landing for portfolio relationship context.

  • Open Tools

    General utilities while CRM remains standalone/internal.

Safe Available Actions

No mutation controls on this page. This page does not mutate readiness, auto-approve obligations, execute workflow actions, advance stages, send emails, or create default/breach conclusions.