284313f908
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234 lines
7.3 KiB
JSON
234 lines
7.3 KiB
JSON
[
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{
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"id": "F001",
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"description": "Register `clients.create` in `registerClientActions()` with versioned schema, UI metadata, side-effect metadata, idempotency metadata, and output summary",
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"implemented": true,
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"prdRefs": [
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"Functional Requirements",
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"Acceptance Criteria"
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]
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},
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{
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"id": "F002",
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"description": "Implement `clients.create` tenant-scoped client creation with validation, permissions, optional initial tags, and retry-safe idempotency",
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"implemented": true,
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"prdRefs": [
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"clients.create",
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"Security / Permissions"
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]
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},
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{
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"id": "F003",
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"description": "Register `clients.update` with an Edit Client UI label and a non-empty patch schema for editable client fields",
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"implemented": true,
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"prdRefs": [
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"clients.update",
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"UX / UI Notes"
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]
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},
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{
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"id": "F004",
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"description": "Implement `clients.update` with tenant-scoped lookup, permission enforcement, field patching, inactive-client side effects, and changed-field output",
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"implemented": true,
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"prdRefs": [
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"clients.update",
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"Security / Permissions"
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]
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},
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{
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"id": "F005",
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"description": "Register and implement `clients.delete` using explicit `confirm: true` plus existing client deletion guardrails for default-client and dependency validation",
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"implemented": true,
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"prdRefs": [
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"clients.delete",
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"Acceptance Criteria"
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]
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},
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{
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"id": "F006",
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"description": "Implement `clients.delete` missing-client behavior via explicit `on_not_found` handling",
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"implemented": true,
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"prdRefs": [
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"clients.delete"
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]
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},
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{
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"id": "F007",
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"description": "Register `clients.duplicate` with source client, duplicate name, copy option inputs, and source/duplicate output summaries",
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"implemented": true,
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"prdRefs": [
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"clients.duplicate",
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"Open Questions"
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]
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},
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{
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"id": "F008",
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"description": "Implement safe `clients.duplicate` behavior that copies core profile fields and default tag copy while excluding billing, tickets, projects, interactions, portal users, and external mappings",
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"implemented": true,
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"prdRefs": [
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"clients.duplicate"
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]
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},
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{
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"id": "F009",
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"description": "Implement opt-in `copy_locations` behavior for `clients.duplicate` while leaving contacts and notes out of v1 scope",
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"implemented": true,
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"prdRefs": [
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"clients.duplicate",
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"Open Questions"
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]
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},
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{
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"id": "F010",
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"description": "Register and implement `clients.add_tag` for one or more client tags using `tag_definitions` and `tag_mappings` with idempotent existing-mapping handling",
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"implemented": true,
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"prdRefs": [
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"clients.add_tag"
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]
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},
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{
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"id": "F011",
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"description": "Return tag summaries and added/existing counts from `clients.add_tag` for downstream workflow use",
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"implemented": true,
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"prdRefs": [
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"clients.add_tag"
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]
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},
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{
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"id": "F012",
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"description": "Register `clients.assign_to_ticket` with client and ticket inputs plus optional contact/location/reason fields",
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"implemented": true,
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"prdRefs": [
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"clients.assign_to_ticket",
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"UX / UI Notes"
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]
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},
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{
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"id": "F013",
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"description": "Implement `clients.assign_to_ticket` by validating tenant-scoped ticket/client existence, updating ticket client, preserving omitted contact/location fields, and allowing explicit null clears",
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"implemented": true,
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"prdRefs": [
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"clients.assign_to_ticket"
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]
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},
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{
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"id": "F014",
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"description": "Validate non-null optional `contact_id` and `location_id` in `clients.assign_to_ticket` belong to the selected client before updating the ticket",
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"implemented": true,
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"prdRefs": [
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"clients.assign_to_ticket",
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"Acceptance Criteria"
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]
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},
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{
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"id": "F015",
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"description": "Register `clients.add_note` with client picker metadata and note body/content schema",
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"implemented": true,
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"prdRefs": [
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"clients.add_note",
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"UX / UI Notes"
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]
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},
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{
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"id": "F016",
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"description": "Implement `clients.add_note` using the existing client notes document pattern, including create-if-missing and append-only workflow note semantics confirmed by the PRD",
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"implemented": true,
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"prdRefs": [
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"clients.add_note",
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"Open Questions"
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]
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},
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{
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"id": "F017",
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"description": "Register `clients.add_interaction` with client, optional contact/ticket, interaction type/status, title, notes, and timing schemas",
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"implemented": true,
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"prdRefs": [
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"clients.add_interaction"
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]
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},
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{
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"id": "F018",
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"description": "Implement `clients.add_interaction` with tenant-scoped relationship validation, default interaction status resolution, workflow actor ownership, and interaction summary output",
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"implemented": true,
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"prdRefs": [
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"clients.add_interaction",
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"Security / Permissions"
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]
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},
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{
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"id": "F019",
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"description": "Apply workflow picker metadata to new client/ticket/contact/location fields wherever the existing picker registry supports those resources",
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"implemented": true,
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"prdRefs": [
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"UX / UI Notes"
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]
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},
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{
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"id": "F020",
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"description": "Write action audit rows for mutating client actions using the existing `writeRunAudit` workflow action pattern",
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"implemented": true,
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"prdRefs": [
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"Non-functional Requirements",
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"Acceptance Criteria"
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]
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},
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{
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"id": "F021",
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"description": "Use `throwActionError`/`rethrowAsStandardError` consistently for validation, not-found, conflict, permission, and transient failures",
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"implemented": true,
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"prdRefs": [
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"Non-functional Requirements"
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]
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},
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{
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"id": "F022",
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"description": "Preserve or explicitly mirror existing workflow event publication for client create/update/archive, note created, and interaction logged where feasible from shared runtime code",
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"implemented": true,
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"prdRefs": [
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"Data / API / Integrations"
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]
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},
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{
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"id": "F023",
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"description": "Update workflow designer catalog/action registration tests to assert the Client group exposes the new `clients.*` actions",
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"implemented": true,
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"prdRefs": [
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"Acceptance Criteria"
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]
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},
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{
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"id": "F024",
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"description": "Add DB-backed workflow action tests for representative successful client mutations and high-risk guard failures",
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"implemented": true,
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"prdRefs": [
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"Acceptance Criteria"
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]
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},
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{
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"id": "F025",
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"description": "Update SCRATCHPAD and PRD decisions as open questions are resolved before implementation starts",
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"implemented": true,
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"prdRefs": [
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"Open Questions"
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]
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},
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{
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"id": "F026",
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"description": "Register `clients.archive` with Archive Client UI metadata, client picker input, idempotent archive semantics, and archive output summary",
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"implemented": true,
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"prdRefs": [
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"clients.archive",
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"UX / UI Notes"
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]
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},
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{
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"id": "F027",
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"description": "Implement `clients.archive` by setting the client inactive through existing client update semantics, including associated contact/client-user deactivation where applicable",
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"implemented": true,
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"prdRefs": [
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"clients.archive",
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"Security / Permissions"
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]
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}
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]
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