feat: contingent possible values for deal stage, activity outcome and list-member submission

Deal pipelineStageId follows pipelineId, Activity outcomeId follows activityTypeId, EmailListMember formSubmissionId follows contactId.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

.circleci/config.yml

@@ -11,7 +11,7 @@ workflows:
           context: [ qqq-maven-registry-credentials ]
           filters:
             branches:
-              ignore: /(develop|main|release/.*|hotfix/.*|integration.*)/
+              ignore: /(develop|main|release/.*|integration.*)/
             tags:
               only: []
 
@@ -44,14 +44,4 @@ workflows:
             branches:
               only: [ main ]
             tags:
-              only: [ /v.*/ ]
-
-  publish_hotfix_release:
-    jobs:
-      - qqq-orb/mvn_publish:
-          context: [ qqq-maven-registry-credentials ]
-          branch_type: hotfix
-          filters:
-            branches:
-              only:
-                - /hotfix\/.*/
+              only: [ /^v\d+\.\d+\.\d+$/ ]

.github/CODEOWNERS

@@ -0,0 +1 @@
+* @KofTwentyTwo

.github/workflows/release-rc.yml

@@ -0,0 +1,25 @@
+# Cut the next release candidate (QRun-IO/qqq docs/QRUN-QBIT-REPO-STANDARD.md, C6):
+# run this workflow by hand, or merge a develop PR labelled `release:rc`. It merges develop into
+# the release line and the release/* push runs CircleCI publish_release_candidate.
+name: Release candidate
+
+on:
+  workflow_dispatch:
+    inputs:
+      dry_run:
+        description: Print the plan without merging or creating branches
+        type: boolean
+        default: false
+  pull_request:
+    types: [closed]
+    branches: [develop]
+
+permissions:
+  contents: write
+
+jobs:
+  release-rc:
+    if: github.event_name == 'workflow_dispatch' || (github.event.pull_request.merged == true && contains(github.event.pull_request.labels.*.name, 'release:rc'))
+    uses: QRun-IO/.github/.github/workflows/qbit-release-rc.yml@main
+    with:
+      dry_run: ${{ github.event_name == 'workflow_dispatch' && inputs.dry_run }}

CLAUDE.md

@@ -0,0 +1,15 @@
+# qbit-crm
+
+## Knowledge base
+
+Reviewed dossiers for this repo and the QQQ platform live in the second-brain vault:
+
+- Hub / start here: `R:/Git.Local/KofTwentyTwo/second-brain/knowledge/qqq/qqq-hub.md`
+- This repo's dossier: `R:/Git.Local/KofTwentyTwo/second-brain/knowledge/qqq/repos/qbit-crm.md`
+  (reviewed commit `76b95c91ee7e`, branch `develop`, 2026-07-04)
+- QBit mechanics refresher: `knowledge/qqq/architecture/metadata-model.md` in the same vault
+
+Key facts captured there: parent pom `qbit-build-parent:1.4.0` pins qqq to 0.27.9 (via
+`qqq-bom-pom` import); two BREAK-04 compile breaks block a qqq 4.0 upgrade
+(`BaseTest.setAuthentication`, `EnrollInSequenceProcess input.getSession()`); Maven
+Central's published `0.1.0` predates the AGPL→Apache license switch and the audit fixes.

src/main/java/com/kingsrook/qbits/crm/activities/model/Activity.java

@@ -13,6 +13,9 @@ import com.kingsrook.qbits.crm.core.model.enums.CrmDirection;
 import com.kingsrook.qbits.crm.deals.model.Deal;
 import com.kingsrook.qbits.crm.email.model.EmailMessage;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
 import com.kingsrook.qqq.backend.core.model.data.QField;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.data.QRecordEntity;
@@ -87,6 +90,12 @@ public class Activity extends QRecordEntity
             .withSection(SectionFactory.customT2("participants", new QIcon("group")).withWidgetName(participantChildJoinName))
             .withSection(SectionFactory.defaultT3("externalCalendarId", "createDate", "modifyDate"));
 
+         //////////////////////////////////////////////////////////////////
+         // Only offer outcomes belonging to the selected activity type. //
+         //////////////////////////////////////////////////////////////////
+         table.getField("outcomeId").withPossibleValueSourceFilter(new QQueryFilter(
+            new QFilterCriteria("activityTypeId", QCriteriaOperator.EQUALS, "${input.activityTypeId}")));
+
          return (table);
       }
    }

src/main/java/com/kingsrook/qbits/crm/core/model/EmailListMember.java

@@ -7,6 +7,9 @@ package com.kingsrook.qbits.crm.core.model;
 import java.time.Instant;
 import com.kingsrook.qbits.crm.core.model.enums.CrmListMemberStatus;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
 import com.kingsrook.qqq.backend.core.model.data.QField;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.data.QRecordEntity;
@@ -55,6 +58,12 @@ public class EmailListMember extends QRecordEntity
             .withSection(SectionFactory.defaultT2("subscribedDate", "unsubscribedDate", "subscriptionSource", "formSubmissionId"))
             .withSection(SectionFactory.defaultT3("createDate", "modifyDate"));
 
+         ////////////////////////////////////////////////////////////
+         // Only offer submissions linked to the selected contact. //
+         ////////////////////////////////////////////////////////////
+         table.getField("formSubmissionId").withPossibleValueSourceFilter(new QQueryFilter(
+            new QFilterCriteria("contactId", QCriteriaOperator.EQUALS, "${input.contactId}")));
+
          return (table);
       }
    }

src/main/java/com/kingsrook/qbits/crm/deals/model/Deal.java

@@ -14,6 +14,9 @@ import com.kingsrook.qbits.crm.core.model.Company;
 import com.kingsrook.qbits.crm.core.model.LeadSource;
 import com.kingsrook.qbits.crm.core.model.enums.CrmDealPriority;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
 import com.kingsrook.qqq.backend.core.model.data.QField;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.data.QRecordEntity;
@@ -129,6 +132,12 @@ public class Deal extends QRecordEntity
             }
          }
 
+         ///////////////////////////////////////////////////////////
+         // Only offer stages belonging to the selected pipeline. //
+         ///////////////////////////////////////////////////////////
+         table.getField("pipelineStageId").withPossibleValueSourceFilter(new QQueryFilter(
+            new QFilterCriteria("pipelineId", QCriteriaOperator.EQUALS, "${input.pipelineId}")));
+
          return (table);
       }
    }

src/test/java/com/kingsrook/qbits/crm/ContingentPossibleValuesTest.java

@@ -0,0 +1,122 @@
+/*******************************************************************************
+ ** Tests for CRM choices scoped by another editable field on the same form.
+ *******************************************************************************/
+package com.kingsrook.qbits.crm;
+
+
+import java.io.Serializable;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.crm.activities.model.Activity;
+import com.kingsrook.qbits.crm.activities.model.ActivityOutcome;
+import com.kingsrook.qbits.crm.activities.processes.LogActivityProcess;
+import com.kingsrook.qbits.crm.core.model.EmailListMember;
+import com.kingsrook.qbits.crm.core.model.FormSubmission;
+import com.kingsrook.qbits.crm.deals.model.Deal;
+import com.kingsrook.qbits.crm.deals.model.PipelineStage;
+import com.kingsrook.qqq.backend.core.actions.values.SearchPossibleValueSourceAction;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QFilterCriteria;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.actions.values.SearchPossibleValueSourceInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.possiblevalues.PossibleValueSearchFilterUseCase;
+import com.kingsrook.qqq.backend.core.model.metadata.possiblevalues.QPossibleValue;
+import com.kingsrook.qqq.backend.core.model.metadata.processes.QBackendStepMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+import com.kingsrook.qqq.backend.core.modules.backend.implementations.memory.MemoryRecordStore;
+import com.kingsrook.qqq.backend.core.utils.collections.MapBuilder;
+import org.junit.jupiter.api.Test;
+import org.junit.jupiter.params.ParameterizedTest;
+import org.junit.jupiter.params.provider.CsvSource;
+import static org.assertj.core.api.Assertions.assertThat;
+
+
+/*******************************************************************************
+ ** Exercise the generated metadata and real possible-value searches in memory.
+ *******************************************************************************/
+class ContingentPossibleValuesTest extends BaseTest
+{
+   /*******************************************************************************
+    ** Every contingent field must point to an existing scope column and retain
+    ** its template after searches for either scope and either empty-input mode.
+    *******************************************************************************/
+   @ParameterizedTest
+   @CsvSource({
+      Deal.TABLE_NAME + ", pipelineId, pipelineStageId, " + PipelineStage.TABLE_NAME,
+      Activity.TABLE_NAME + ", activityTypeId, outcomeId, " + ActivityOutcome.TABLE_NAME,
+      EmailListMember.TABLE_NAME + ", contactId, formSubmissionId, " + FormSubmission.TABLE_NAME
+   })
+   void testContingentSearch(String tableName, String parent, String child, String sourceTable) throws QException
+   {
+      QTableMetaData table = QContext.getQInstance().getTable(tableName);
+      QFieldMetaData field = table.getField(child);
+      assertThat(table.getField(parent).getIsEditable()).isTrue();
+      assertThat(field.getIsEditable()).isTrue();
+      assertThat(QContext.getQInstance().getPossibleValueSource(field.getPossibleValueSourceName()).getTableName()).isEqualTo(sourceTable);
+      assertThat(QContext.getQInstance().getTable(sourceTable).getField(parent)).isNotNull();
+
+      QQueryFilter template = field.getPossibleValueSourceFilter();
+      assertThat(template).isNotNull();
+      QFilterCriteria expected = new QFilterCriteria(parent, QCriteriaOperator.EQUALS, "${input." + parent + "}");
+      assertThat(template.getCriteria()).containsExactly(expected);
+
+      //////////////////////////////////////////////////////////////////////////////////
+      // Seed the search backend directly so insert customizers cannot relink scopes. //
+      //////////////////////////////////////////////////////////////////////////////////
+      MemoryRecordStore.getInstance().insert(new InsertInput(sourceTable).withRecords(List.of(
+         scopedRecord(11, parent, 1), scopedRecord(12, parent, 1), scopedRecord(21, parent, 2))), false);
+
+      assertThat(search(field, Map.of(parent, 1), PossibleValueSearchFilterUseCase.FORM)).containsExactlyInAnyOrder(11, 12);
+      assertThat(search(field, Map.of(parent, 2), PossibleValueSearchFilterUseCase.FORM)).containsExactly(21);
+      assertThat(search(field, Map.of(), PossibleValueSearchFilterUseCase.FORM)).isEmpty();
+      assertThat(search(field, Map.of(), PossibleValueSearchFilterUseCase.FILTER)).containsExactlyInAnyOrder(11, 12, 21);
+      assertThat(template.getCriteria()).containsExactly(expected);
+   }
+
+
+
+   /*******************************************************************************
+    ** Optional company links and backend-only process inputs stay unrestricted.
+    *******************************************************************************/
+   @Test
+   void testSkippedFields()
+   {
+      QTableMetaData activity = QContext.getQInstance().getTable(Activity.TABLE_NAME);
+      assertThat(activity.getField("companyId").getIsRequired()).isFalse();
+      assertThat(activity.getField("contactId").getPossibleValueSourceFilter()).isNull();
+      assertThat(activity.getField("dealId").getPossibleValueSourceFilter()).isNull();
+      assertThat(QContext.getQInstance().getProcess(LogActivityProcess.NAME).getStepList())
+         .allMatch(step -> step instanceof QBackendStepMetaData);
+   }
+
+
+
+   /*******************************************************************************
+    ** Build a labeled row usable by each of the three table possible-value sources.
+    *******************************************************************************/
+   private QRecord scopedRecord(int id, String parent, int scope)
+   {
+      return new QRecord().withValue("id", id).withValue(parent, scope)
+         .withValue("name", "Choice " + id).withValue("firstName", "Contact " + id)
+         .withValue("email", "contact" + id + "@example.com").withValue("formType", 1);
+   }
+
+
+
+   /*******************************************************************************
+    ** Interpret a cloned field filter just as a frontend form or filter does.
+    *******************************************************************************/
+   private List<Object> search(QFieldMetaData field, Map<String, Serializable> values, PossibleValueSearchFilterUseCase useCase) throws QException
+   {
+      QQueryFilter filter = field.getPossibleValueSourceFilter().clone();
+      filter.interpretValues(MapBuilder.of("input", values), useCase);
+      return new SearchPossibleValueSourceAction().execute(new SearchPossibleValueSourceInput()
+         .withPossibleValueSourceName(field.getPossibleValueSourceName())
+         .withDefaultQueryFilter(filter)).getResults().stream().<Object>map(QPossibleValue::getId).toList();
+   }
+}