Merge pull request 'build(deps): align with Gitea registry (parent 2.2.1, QQQ 4.1.0-RC.26)' (#42) from deps/align-gitea into develop

Replace the CrmHealthChecks STAND-IN (qqq#1199) adapter onto the
qqq-middleware-health HealthIndicator with checks registered in the QQQ
4.1 core HealthChecksMetaData registry (crm.email, crm.sequence_lag,
crm.lead_score). The core HealthRunner schedules them and runs each as
the core system user. Drop the optional qqq-middleware-health dependency.

Also keep the lead-score incremental watermark at millisecond precision
to match modifyDate, fixing PlatformReuseTest skipping a same-millisecond
change on a warm JVM.

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

.circleci/config.yml

@@ -1,60 +1,14 @@
 version: 2.1
-
+setup: true
 orbs:
-   qqq-orb: kingsrook/qqq-orb@0.6.9
-
-commands:
-   configure-package-install:
-      steps:
-         - run:
-              name: Keep package installation unattended
-              command: |
-                 # These build machines are discarded after the job.
-                 sudo install -d /etc/needrestart/conf.d
-                 printf '%s\n' '$nrconf{restart} = "l";' | sudo tee /etc/needrestart/conf.d/99-qqq-ci.conf >/dev/null
-
+  qqq-orb: kingsrook/qqq-orb@0.8
 workflows:
-   test_only:
-      jobs:
-         - qqq-orb/mvn_test_only:
-              pre-steps:
-                 - configure-package-install
-              context: [qqq-maven-registry-credentials]
-              filters:
-                 branches:
-                    ignore: /(develop|release\/.*)/
-
-   publish_snapshot:
-      jobs:
-         - qqq-orb/mvn_publish:
-              pre-steps:
-                 - configure-package-install
-              context: [qqq-maven-registry-credentials]
-              branch_type: snapshot
-              filters:
-                 branches:
-                    only: [develop]
-
-   publish_release_candidate:
-      jobs:
-         - qqq-orb/mvn_publish:
-              pre-steps:
-                 - configure-package-install
-              context: [qqq-maven-registry-credentials]
-              branch_type: release_candidate
-              filters:
-                 branches:
-                    only: [/release\/.*/]
-
-   publish_release:
-      jobs:
-         - qqq-orb/mvn_publish:
-              pre-steps:
-                 - configure-package-install
-              context: [qqq-maven-registry-credentials]
-              branch_type: release
-              filters:
-                 branches:
-                    ignore: /.*/
-                 tags:
-                    only: [/^v\d+\.\d+\.\d+$/]
+  setup:
+    jobs:
+    - qqq-orb/generate_pipeline:
+        orb_version: '0.8'
+        filters:
+          branches:
+            ignore: automation/qbit-rc-pending
+          tags:
+            only: /^v\d+\.\d+\.\d+$/

.gitea/workflows/build.yaml

@@ -0,0 +1,7 @@
+name: build
+on:
+  push:
+jobs:
+  maven:
+    uses: self:KofTwentyTwo/ci-workflows/.gitea/workflows/maven.yaml@v1
+    secrets: inherit

.github/workflows/codeql.yml

@@ -0,0 +1,23 @@
+name: CodeQL
+'on':
+  push:
+    branches:
+    - main
+    - develop
+    - release/**
+    - hotfix/**
+  pull_request: {}
+  schedule:
+  - cron: 41 16 * * 0
+  workflow_dispatch: {}
+permissions:
+  contents: read
+  actions: read
+  security-events: write
+  packages: read
+concurrency:
+  group: codeql-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: ${{ github.event_name == 'pull_request' }}
+jobs:
+  analyze:
+    uses: QRun-IO/qqq-orb/.github/workflows/qbit-codeql.yml@c288a8864fe9054f68410e1d78f5863aea4c4d22

.github/workflows/release-rc.yml

@@ -1,25 +1,74 @@
-# 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:
+'on':
   workflow_dispatch:
     inputs:
       dry_run:
-        description: Print the plan without merging or creating branches
+        description: Plan a cut without changing release state
         type: boolean
         default: false
+      finalize:
+        description: Retry finalization of an existing cut; do not cut another RC
+        type: boolean
+        default: false
+      recover:
+        description: Recover the same published RC after a deployment timeout; never
+          reupload
+        type: boolean
+        default: false
+      circle_build:
+        description: Original Circle publisher build number (recovery only)
+        type: string
+        default: ''
+      merge_sha:
+        description: Existing cut merge_sha (finalize retry only)
+        type: string
+        default: ''
+      bump_sha:
+        description: Existing cut bump_sha (finalize retry only)
+        type: string
+        default: ''
+      branch:
+        description: Existing cut branch (finalize retry only)
+        type: string
+        default: ''
+      version:
+        description: Existing cut version (finalize retry only)
+        type: string
+        default: ''
   pull_request:
-    types: [closed]
-    branches: [develop]
-
+    types:
+    - closed
+    branches:
+    - develop
+  repository_dispatch:
+    types:
+    - qbit-rc-published
 permissions:
   contents: write
-
+  actions: read
+  checks: read
 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
+    if: github.event_name == 'workflow_dispatch' || github.event_name == 'repository_dispatch'
+      || (github.event_name == 'pull_request' && github.event.pull_request.merged
+      == true && github.event.pull_request.base.ref == 'develop' && contains(github.event.pull_request.labels.*.name,
+      'release:rc'))
+    uses: QRun-IO/qqq-orb/.github/workflows/qbit-release-rc.yml@cc30f599e63c8e41629c99d23395bac1adb8bc44
     with:
-      dry_run: ${{ github.event_name == 'workflow_dispatch' && inputs.dry_run }}
+      dry_run: ${{ github.event_name == 'workflow_dispatch' && inputs.dry_run || false
+        }}
+      finalize: ${{ github.event_name == 'repository_dispatch' || (github.event_name
+        == 'workflow_dispatch' && inputs.finalize) }}
+      recover: ${{ github.event_name == 'workflow_dispatch' && inputs.recover || false
+        }}
+      circle_build: ${{ github.event_name == 'workflow_dispatch' && inputs.circle_build
+        || '' }}
+      merge_sha: ${{ github.event_name == 'repository_dispatch' && github.event.client_payload.merge_sha
+        || inputs.merge_sha || '' }}
+      bump_sha: ${{ github.event_name == 'repository_dispatch' && github.event.client_payload.bump_sha
+        || inputs.bump_sha || '' }}
+      branch: ${{ github.event_name == 'repository_dispatch' && github.event.client_payload.branch
+        || inputs.branch || '' }}
+      version: ${{ github.event_name == 'repository_dispatch' && github.event.client_payload.version
+        || inputs.version || '' }}
+    secrets: inherit

.qqq-ci.yml

@@ -0,0 +1,16 @@
+profile: qbit
+orb_version: '0.8'
+default_branch: develop
+java_version: '21'
+browsers: true
+api_checks: false
+docs_only: false
+release_on_main: false
+release_tag_policy: stable
+test_branch_policy: non-release
+publish:
+  snapshot: true
+  release_candidate: true
+  release: true
+  asciidoc: false
+release_completion: true

CHANGELOG.md

@@ -2,6 +2,12 @@
 
 ## Unreleased / 0.2.0
 
+- Register CRM health checks (`crm.email`, `crm.sequence_lag`, `crm.lead_score`) with the QQQ 4.1 core health registry (`HealthChecksMetaData`, qqq#1199), replacing the `qqq-middleware-health` indicator stand-in and its optional dependency.
+
+- Lead scoring keeps its incremental watermark at millisecond precision, matching `modifyDate`, so a contact changed in the same millisecond a pass starts is not skipped.
+
+- Read the CRM QBit metadata version from the Maven-filtered artifact version so release metadata matches the build.
+
 - Adopt QQQ 4.1.0-RC.7 native help bundles, replacing the RC.6 stand-in loader with host-neutral CRM help, live references and the core coverage gate.
 
 - Upgrade to Java 21, QQQ 4.1.0-RC.6 and qbit-build-parent 2.1.2.

README.md

@@ -62,9 +62,9 @@ qInstance.setEnforcePermissionsInCoreActions(true);
 - `withApiName(...)` and `withApiVersion(...)`: publish main and settings tables into an existing host API definition. The host supplies `ApiInstanceMetaData` and includes optional `qqq-middleware-api` at runtime. Main tables declare core search fields.
 - `withEsbDestinationName(...)`: reserved but rejected on RC.6. Its ESB event factory copies all values and has no classified-field exclusion; CRM does not publish those payloads.
 - `CrmBulkLoadProfiles.ensure()`: call once in host startup after registering core's `SavedBulkLoadProfileMetaDataProvider`. It seeds three CSV mappings by label without replacing edited profiles. CRM does not register the core profile tables.
-- `CrmHealthChecks.indicators(monitoringSession)`: register the returned indicators with the host health middleware. Include optional `qqq-middleware-health`; the supplied session determines tenant scope and is restored on worker threads. `run()` uses the caller's context. No check adds permissions or tenant keys.
+- Health: the producer registers `crm.email`, `crm.sequence_lag` and `crm.lead_score` with the core health registry (`HealthChecksMetaData`). Hosts that enable core health monitoring (`HealthMetaDataProvider`) get them scheduled by the core `HealthRunner`, which runs each check as the core system user. `CrmHealthChecks.run()` evaluates them once in the caller's context. No check adds permissions or tenant keys or returns personal values.
 
-The shipped help bundle and health adapter are temporary core integration adapters; their removal target is RC.9. See [P4B implementation notes](docs/P4B-IMPLEMENTATION.md) for RC.6 limits.
+Help and health both use the core registries (`HelpBundles`, `HealthChecksMetaData`). See [P4B implementation notes](docs/P4B-IMPLEMENTATION.md) for RC.6 limits.
 
 | Scope | Permissions |
 |---|---|

docs/DESIGN.md

@@ -89,8 +89,8 @@ These parts are real and are kept, adapted to 0.2.0:
 | Imports | `importContacts` | core bulk load + saved bulk-load profiles |
 | PII | none | `DataClassification.PII` on every personal field; secured-data tiers apply |
 | Reporting | 14 bespoke widgets | home widgets for the daily view; trend reports via data analysis (`crm_*.analyze`) |
-| Health | none | `crm` health checks (stand-in until core #1199) |
-| Help | none | `help/qbit-crm.yaml` bundle (stand-in loader until core #1198) |
+| Health | none | `crm.*` checks in the core health registry (`HealthChecksMetaData`) |
+| Help | none | `help/qbit-crm.yaml` bundle registered with core `HelpBundles` |
 | Tenancy | clientId lock on 3 tables | configurable tenant key type on every table; the host maps Authentik claims to keys |
 
 ## Data model (33 tables: 6 main, 15 settings, 12 sub-tables)
@@ -268,13 +268,14 @@ signals are logged.
 
 ### Health
 
-`CrmHealthChecks` reports three checks:
-- email transport readiness
-- sequence lag (the oldest due enrollment more than 30 min late)
-- the scoring job's last success time
+`CrmHealthChecks` registers three checks with the core health registry
+(`HealthChecksMetaData`, component `crm`):
+- `crm.email`: email transport readiness
+- `crm.sequence_lag`: the oldest due enrollment more than 30 min late
+- `crm.lead_score`: the scoring job's last success time
 
-It is a `STAND-IN(core=QRun-IO/qqq#1199, removeBy=4.1.0-RC.9)` adapter onto the
-`qqq-middleware-health` `HealthIndicator` until the central `HealthCheck` SPI ships.
+The core `HealthRunner` schedules them on hosts that enable health monitoring and runs each one
+as the core system user. A failing check reports UNKNOWN with a fixed message.
 
 ### Help
 
@@ -282,9 +283,8 @@ It is a `STAND-IN(core=QRun-IO/qqq#1199, removeBy=4.1.0-RC.9)` adapter onto the
 - the app
 - every table, field, action and possible-value source
 
-`HelpBundleAssertions` checks that it is complete. Until `HelpBundles.register` is in a core RC,
-`CrmHelpBundleStandIn` (`STAND-IN(core=QRun-IO/qqq#1198, removeBy=4.1.0-RC.9)`) loads the same
-file into `QHelpContent`.
+The producer registers it with core `HelpBundles.register`; `HelpBundleAssertions` checks that it
+is complete.
 
 ### Contingent dropdowns
 

pom.xml

@@ -22,6 +22,7 @@
 <project xmlns="http://maven.apache.org/POM/4.0.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
 
    <properties>
+      <qqq.version>4.1.0-RC.26</qqq.version> <!-- feeds qbit-build-parent's qqq-bom-pom import -->
       <revision>0.2.0-SNAPSHOT</revision>
       <maven.compiler.source>21</maven.compiler.source>
       <maven.compiler.target>21</maven.compiler.target>
@@ -33,7 +34,7 @@
    <parent>
       <groupId>com.kingsrook</groupId>
       <artifactId>qbit-build-parent</artifactId>
-      <version>2.1.2</version>
+      <version>2.2.1</version>
    </parent>
 
    <groupId>com.kingsrook.qbits</groupId>
@@ -78,16 +79,11 @@
          <artifactId>qqq-middleware-api</artifactId>
          <optional>true</optional>
       </dependency>
-      <dependency>
-         <groupId>com.kingsrook.qqq</groupId>
-         <artifactId>qqq-middleware-health</artifactId>
-         <optional>true</optional>
-      </dependency>
 
       <dependency>
          <groupId>com.kingsrook.qbits</groupId>
          <artifactId>qbit-email</artifactId>
-         <version>0.1.0-RC.3</version>
+         <version>0.1.0-RC.11</version>
          <optional>true</optional>
       </dependency>
       <dependency>
@@ -135,7 +131,35 @@
    </dependencies>
 
    <build>
+      <resources>
+         <!-- help bundles carry the artifact version (QQQ help bundle provenance) -->
+         <resource>
+            <directory>src/main/resources</directory>
+            <filtering>true</filtering>
+            <includes>
+               <include>help/*.yaml</include>
+               <include>qbit-crm.properties</include>
+            </includes>
+         </resource>
+         <resource>
+            <directory>src/main/resources</directory>
+            <filtering>false</filtering>
+            <excludes>
+               <exclude>help/*.yaml</exclude>
+               <exclude>qbit-crm.properties</exclude>
+            </excludes>
+         </resource>
+      </resources>
       <plugins>
+         <plugin>
+            <groupId>org.apache.maven.plugins</groupId>
+            <artifactId>maven-surefire-plugin</artifactId>
+            <configuration>
+               <systemPropertyVariables combine.children="append">
+                  <qbit.artifactVersion>${project.version}</qbit.artifactVersion>
+               </systemPropertyVariables>
+            </configuration>
+         </plugin>
          <plugin>
             <groupId>org.apache.maven.plugins</groupId>
             <artifactId>maven-checkstyle-plugin</artifactId>
@@ -211,7 +235,7 @@
             <activeByDefault>true</activeByDefault>
          </activation>
          <properties>
-            <qqq.snapshot.version>4.1.0-RC.7</qqq.snapshot.version>
+            <qqq.snapshot.version>4.1.0-RC.26</qqq.snapshot.version>
          </properties>
          <dependencyManagement>
             <dependencies>

src/main/java/com/kingsrook/qbits/crm/CrmQBitProducer.java

@@ -26,9 +26,12 @@
 package com.kingsrook.qbits.crm;
 
 
+import java.io.IOException;
+import java.io.InputStream;
 import java.util.List;
 import java.util.Locale;
 import java.util.Map;
+import java.util.Properties;
 import com.kingsrook.qbits.crm.activities.customizers.ActivityLastDateCustomizer;
 import com.kingsrook.qbits.crm.activities.model.Activity;
 import com.kingsrook.qbits.crm.core.customizers.CurrencyRateDateCustomizer;
@@ -43,6 +46,7 @@ import com.kingsrook.qbits.crm.deals.customizers.DealStageChangeCustomizer;
 import com.kingsrook.qbits.crm.deals.model.Deal;
 import com.kingsrook.qbits.crm.deals.model.DealProduct;
 import com.kingsrook.qbits.crm.email.CrmEmailProcessIdentity;
+import com.kingsrook.qbits.crm.health.CrmHealthChecks;
 import com.kingsrook.qbits.crm.scoring.AutoAssignCustomizer;
 import com.kingsrook.qbits.crm.security.CrmDataPolicy;
 import com.kingsrook.qbits.crm.security.CrmPermissions;
@@ -86,12 +90,40 @@ public class CrmQBitProducer implements QBitMetaDataProducer<CrmQBitConfig>
 {
    public static final String GROUP_ID    = "com.kingsrook.qbits";
    public static final String ARTIFACT_ID = "crm";
-   public static final String VERSION     = "0.2.0-SNAPSHOT";
+   public static final String VERSION     = loadVersion();
 
    private CrmQBitConfig qBitConfig;
 
 
 
+   /*******************************************************************************
+    ** Read the artifact version from the Maven-filtered properties resource.
+    *******************************************************************************/
+   private static String loadVersion()
+   {
+      try(InputStream inputStream = CrmQBitProducer.class.getClassLoader().getResourceAsStream("qbit-crm.properties"))
+      {
+         if(inputStream == null)
+         {
+            throw new IllegalStateException("Missing qbit-crm.properties; build with Maven to provide the artifact version");
+         }
+         Properties properties = new Properties();
+         properties.load(inputStream);
+         String version = properties.getProperty("version");
+         if(version == null || version.isBlank() || version.contains("${"))
+         {
+            throw new IllegalStateException("Missing or unfiltered version in qbit-crm.properties; build with Maven to provide the artifact version");
+         }
+         return (version);
+      }
+      catch(IOException e)
+      {
+         throw new IllegalStateException("Could not read artifact version from qbit-crm.properties", e);
+      }
+   }
+
+
+
    /*******************************************************************************
     ** Produce the QBitMetaData for the CRM QBit.
     *******************************************************************************/
@@ -120,6 +152,7 @@ public class CrmQBitProducer implements QBitMetaDataProducer<CrmQBitConfig>
       }
       CrmDataPolicy.apply(metaDataProducerMultiOutput, qInstance, qBitConfig);
       CrmIntegrations.apply(metaDataProducerMultiOutput, qBitConfig);
+      CrmHealthChecks.register(qInstance, qBitConfig);
       for(QWidgetMetaData widget : metaDataProducerMultiOutput.getEach(QWidgetMetaData.class))
       {
          widget.setName(snakeCase(widget.getName()));

src/main/java/com/kingsrook/qbits/crm/health/CrmHealthChecks.java

@@ -23,6 +23,7 @@ package com.kingsrook.qbits.crm.health;
 
 import java.time.Instant;
 import java.time.temporal.ChronoUnit;
+import java.util.LinkedHashMap;
 import java.util.List;
 import java.util.Map;
 import com.kingsrook.qbits.crm.CrmQBitConfig;
@@ -32,9 +33,15 @@ import com.kingsrook.qbits.crm.email.CrmEmailTransport;
 import com.kingsrook.qbits.crm.scoring.JobState;
 import com.kingsrook.qbits.crm.scoring.processes.CalculateLeadScoresProcess;
 import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
-import com.kingsrook.qqq.backend.core.context.CapturedContext;
-import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.alerts.AlertSeverity;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.health.HealthCategory;
+import com.kingsrook.qqq.backend.core.health.HealthCheck;
+import com.kingsrook.qqq.backend.core.health.HealthCheckInput;
+import com.kingsrook.qqq.backend.core.health.HealthCheckKind;
+import com.kingsrook.qqq.backend.core.health.HealthCheckMetaData;
+import com.kingsrook.qqq.backend.core.health.HealthCheckOutcome;
+import com.kingsrook.qqq.backend.core.health.HealthChecksMetaData;
 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.QFilterOrderBy;
@@ -42,24 +49,25 @@ import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
 import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
-import com.kingsrook.qqq.backend.core.model.session.QSession;
-import com.kingsrook.qqq.backend.core.model.session.QSystemUserSession;
-import com.kingsrook.qqq.middleware.health.HealthIndicator;
-import com.kingsrook.qqq.middleware.health.model.metadata.HealthCheckResult;
-import com.kingsrook.qqq.middleware.health.model.metadata.HealthStatus;
 
 
 /*******************************************************************************
- ** STAND-IN(core=QRun-IO/qqq#1199, removeBy=4.1.0-RC.9)
- ** CRM checks for hosts to register with their health middleware. Run in the
- ** caller's tenant context when one is supplied, else as the core system user;
- ** no check returns personal values.
+ ** CRM checks registered with the core health registry (HealthChecksMetaData).
+ ** The core HealthRunner schedules them and runs each one in its own automated
+ ** system-user context; no check returns personal values.
  *******************************************************************************/
 public class CrmHealthChecks
 {
+   public static final String EMAIL        = "crm.email";
+   public static final String SEQUENCE_LAG = "crm.sequence_lag";
+   public static final String LEAD_SCORE   = "crm.lead_score";
+
+   private static final String COMPONENT = "crm";
+
    private final CrmEmailTransport transport;
 
 
+
    /*******************************************************************************
     ** Use the same readiness decision as actual email delivery.
     *******************************************************************************/
@@ -69,6 +77,7 @@ public class CrmHealthChecks
    }
 
 
+
    /*******************************************************************************
     ** Allow a host transport adapter.
     *******************************************************************************/
@@ -78,121 +87,141 @@ public class CrmHealthChecks
    }
 
 
+
    /*******************************************************************************
-    ** Run all checks without registering tables or starting background workers.
+    ** Register the CRM checks with the instance's core health registry.
+    ** Production may run repeatedly; an already registered name is kept.
     *******************************************************************************/
-   public Map<String, HealthCheckResult> run() throws QException
+   public static void register(QInstance instance, CrmQBitConfig config)
    {
-      return (Map.of("crm.email", email(), "crm.sequenceLag", sequenceLag(), "crm.leadScore", leadScore()));
+      new CrmHealthChecks(config).registerWith(instance);
    }
 
 
+
    /*******************************************************************************
-    ** Expose individual checks through the RC.6 health SPI. With no caller
-    ** session (registration at startup), each check runs as the core system
-    ** user: token-based authentication modules (OAuth2, Auth0) reject any other
-    ** tokenless session, and the checks report only UP/DEGRADED, never values.
+    ** Register these checks (with this transport) with the core health registry.
     *******************************************************************************/
-   public List<HealthIndicator> indicators()
+   public void registerWith(QInstance instance)
    {
-      return (indicators(QContext.getQSession()));
+      HealthChecksMetaData registry = HealthChecksMetaData.ofOrWithNew(instance);
+      add(registry, EMAIL, "CRM email transport", HealthCategory.EMAIL, 300);
+      add(registry, SEQUENCE_LAG, "CRM sequence lag", HealthCategory.JOBS, 300);
+      add(registry, LEAD_SCORE, "CRM lead scoring", HealthCategory.JOBS, 900);
    }
 
 
-   /*******************************************************************************
-    ** Supply the host's monitoring session explicitly for middleware worker threads.
-    ** Its permissions and tenant keys are preserved; this adapter never grants keys.
-    ** A null session runs each check as the core system user.
-    *******************************************************************************/
-   public List<HealthIndicator> indicators(QSession session)
-   {
-      return (List.of(new Indicator("crm.email", session), new Indicator("crm.sequenceLag", session), new Indicator("crm.leadScore", session)));
-   }
-
 
    /*******************************************************************************
-    ** One independently evaluated middleware indicator.
+    ** Run all checks once in the caller's context, without registering anything.
     *******************************************************************************/
-   private class Indicator implements HealthIndicator
+   public Map<String, HealthCheckOutcome> run() throws QException
    {
-      private final String name;
-      private final QSession session;
-
-
-      /*******************************************************************************
-       ** Select a check.
-       *******************************************************************************/
-      private Indicator(String name, QSession session)
+      Map<String, HealthCheckOutcome> outcomes = new LinkedHashMap<>();
+      for(String name : List.of(EMAIL, SEQUENCE_LAG, LEAD_SCORE))
       {
-         this.name = name;
-         this.session = session;
+         outcomes.put(name, check(name).run(new HealthCheckInput()));
       }
+      return (outcomes);
+   }
 
 
-      @Override
-      public String getName()
+
+   /*******************************************************************************
+    ** The core SPI body for one named check. Failures are reported as UNKNOWN
+    ** with a fixed message, so no exception text (or value) leaves the check.
+    *******************************************************************************/
+   public HealthCheck check(String name)
+   {
+      return (new HealthCheck()
       {
-         return (name);
-      }
-
-
-      @Override
-      public HealthCheckResult check(QInstance instance)
-      {
-         CapturedContext original = QContext.capture();
-         try
+         /*******************************************************************
+          ** Evaluate the named check in the current QContext.
+          *******************************************************************/
+         @Override
+         public HealthCheckOutcome run(HealthCheckInput input)
          {
-            QContext.init(instance, session != null ? session : new QSystemUserSession(instance));
-            return (switch(name)
+            try
             {
-               case "crm.email" -> email();
-               case "crm.sequenceLag" -> sequenceLag();
-               default -> leadScore();
-            });
+               return (switch(name)
+               {
+                  case EMAIL -> email();
+                  case SEQUENCE_LAG -> sequenceLag();
+                  case LEAD_SCORE -> leadScore();
+                  default -> throw (new IllegalArgumentException("Unknown CRM health check"));
+               });
+            }
+            catch(QException | RuntimeException e)
+            {
+               return (HealthCheckOutcome.unknown("CRM check could not be completed"));
+            }
          }
-         catch(QException | RuntimeException e)
-         {
-            return (new HealthCheckResult().withStatus(HealthStatus.UNKNOWN).withDetail("reason", "CRM check could not be completed"));
-         }
-         finally
-         {
-            QContext.init(original);
-         }
-      }
+      });
    }
 
 
+
+   /*******************************************************************************
+    ** Add one check definition unless the name is already registered.
+    *******************************************************************************/
+   private void add(HealthChecksMetaData registry, String name, String label, HealthCategory category, int intervalSeconds)
+   {
+      if(registry.getChecks().stream().anyMatch(existing -> name.equals(existing.getName())))
+      {
+         return;
+      }
+      registry.withCheck(new HealthCheckMetaData()
+         .withName(name)
+         .withLabel(label)
+         .withComponent(COMPONENT)
+         .withCategory(category)
+         .withKind(HealthCheckKind.DEPENDENCY)
+         .withSeverity(AlertSeverity.WARNING)
+         .withIntervalSeconds(intervalSeconds)
+         .withTimeoutMs(5000)
+         .withCheckInstance(check(name)));
+   }
+
+
+
    /*******************************************************************************
     ** An unconfigured transport is degraded, not a claim that email can be sent.
     *******************************************************************************/
-   private HealthCheckResult email() throws QException
+   private HealthCheckOutcome email() throws QException
    {
-      return (new HealthCheckResult().withStatus(transport.readiness() == CrmReadiness.NOT_CONFIGURED ? HealthStatus.DEGRADED : HealthStatus.UP));
+      return (transport.readiness() == CrmReadiness.NOT_CONFIGURED
+         ? HealthCheckOutcome.degraded("Email transport not configured")
+         : HealthCheckOutcome.up("Email transport ready"));
    }
 
 
+
    /*******************************************************************************
     ** Query just the oldest active due enrollment.
     *******************************************************************************/
-   private HealthCheckResult sequenceLag() throws QException
+   private HealthCheckOutcome sequenceLag() throws QException
    {
       List<QRecord> rows = new QueryAction().execute(new QueryInput("crm_sequence_enrollment").withFilter(new QQueryFilter()
          .withCriteria(new QFilterCriteria("status", QCriteriaOperator.EQUALS, CrmEnrollmentStatus.ACTIVE.getId()))
          .withCriteria(new QFilterCriteria("nextStepDate", QCriteriaOperator.LESS_THAN, Instant.now().minus(30, ChronoUnit.MINUTES)))
          .withOrderBy(new QFilterOrderBy("nextStepDate")).withLimit(1))).getRecords();
-      return (new HealthCheckResult().withStatus(rows.isEmpty() ? HealthStatus.UP : HealthStatus.DEGRADED));
+      return (rows.isEmpty()
+         ? HealthCheckOutcome.up("No sequence step is more than 30 minutes late")
+         : HealthCheckOutcome.degraded("A sequence step is more than 30 minutes late"));
    }
 
 
+
    /*******************************************************************************
     ** No successful score pass, or one more than three hours old, needs attention.
     *******************************************************************************/
-   private HealthCheckResult leadScore() throws QException
+   private HealthCheckOutcome leadScore() throws QException
    {
       List<QRecord> rows = new QueryAction().execute(new QueryInput(JobState.TABLE_NAME).withFilter(new QQueryFilter(
          new QFilterCriteria("name", QCriteriaOperator.EQUALS, CalculateLeadScoresProcess.NAME)).withLimit(1))).getRecords();
       Instant last = rows.isEmpty() ? null : rows.getFirst().getValueInstant("lastSuccess");
-      return (new HealthCheckResult().withStatus(last == null || last.isBefore(Instant.now().minus(3, ChronoUnit.HOURS))
-         ? HealthStatus.DEGRADED : HealthStatus.UP));
+      return (last == null || last.isBefore(Instant.now().minus(3, ChronoUnit.HOURS))
+         ? HealthCheckOutcome.degraded("No lead score pass succeeded in the last 3 hours")
+         : HealthCheckOutcome.up("Lead scores are current"));
    }
 }

src/main/java/com/kingsrook/qbits/crm/scoring/processes/CalculateLeadScoresProcess.java

@@ -105,7 +105,11 @@ public class CalculateLeadScoresProcess implements BackendStep, MetaDataProducer
    @Override
    public void run(RunBackendStepInput input, RunBackendStepOutput output) throws QException
    {
-      Instant startedAt = Instant.now();
+      ////////////////////////////////////////////////////////////////////////
+      // modifyDate is kept at millisecond precision; a microsecond watermark //
+      // would skip a change made in the same millisecond the pass started.   //
+      ////////////////////////////////////////////////////////////////////////
+      Instant startedAt = Instant.now().truncatedTo(ChronoUnit.MILLIS);
       List<QRecord> states = new QueryAction().execute(new QueryInput(JobState.TABLE_NAME)
          .withFilter(new QQueryFilter(new QFilterCriteria("name", QCriteriaOperator.EQUALS, NAME)))).getRecords();
       QRecord state = states.isEmpty() ? new QRecord().withValue("name", NAME) : states.getFirst();

src/main/java/com/kingsrook/qbits/crm/widgets/CrmHomeWidgets.java

@@ -76,6 +76,11 @@ public class CrmHomeWidgets extends MetaDataProducer<MetaDataProducerMultiOutput
       {
          widget.getPermissionRules().withCustomPermissionChecker(new QCodeReference(CrmGoalsVisibility.class));
       }
+      if("crm_setup".equals(name))
+      {
+         widget.withPermissionRules(CrmPermissions.hasAccessRules(CrmPermissions.MANAGE_BASE))
+            .getPermissionRules().withCustomPermissionChecker(new QCodeReference(CrmSetupVisibility.class));
+      }
       return (widget);
    }
 }

src/main/java/com/kingsrook/qbits/crm/widgets/CrmSetupStatus.java

@@ -23,8 +23,6 @@ package com.kingsrook.qbits.crm.widgets;
 
 import java.util.ArrayList;
 import java.util.List;
-import com.kingsrook.qbits.crm.api.CrmApi;
-import com.kingsrook.qbits.crm.api.CrmReadiness;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 
@@ -89,6 +87,16 @@ public final class CrmSetupStatus
 
 
 
+   /*******************************************************************************
+    ** True when any business setup step still needs attention.
+    *******************************************************************************/
+   public static boolean isIncomplete() throws QException
+   {
+      return (load().stream().anyMatch(item -> item.state() == State.TODO));
+   }
+
+
+
    /*******************************************************************************
     ** Build the items for the current user.
     *******************************************************************************/
@@ -160,14 +168,6 @@ public final class CrmSetupStatus
          ? new Item("Base currency", "crm_currency", State.TODO, "None: amounts have no currency prefix and conversions do nothing.", "Add your currency with Base currency ticked and rate 1.")
          : new Item("Base currency", "crm_currency", State.OK, base.getFirst().getValueString("currencyCode") + " is the base currency.", null));
 
-      ///////////////////////////////////////////////////////
-      // email: sequences and list mail need a delivery path //
-      ///////////////////////////////////////////////////////
-      CrmReadiness readiness = CrmApi.readiness();
-      items.add(readiness == CrmReadiness.NOT_CONFIGURED
-         ? new Item("Email delivery", "crm_email_template", State.OPTIONAL, "No email path: sequences and list email cannot send.",
-            "Install and configure the email qbit, or set a messaging provider on the CRM configuration.")
-         : new Item("Email delivery", "crm_email_template", State.OK, readiness == CrmReadiness.QBIT_EMAIL ? "Sends through the email qbit." : "Sends through core messaging.", null));
       return (items);
    }
 

src/main/java/com/kingsrook/qbits/crm/widgets/CrmSetupVisibility.java

@@ -0,0 +1,64 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2026.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+
+package com.kingsrook.qbits.crm.widgets;
+
+
+import com.kingsrook.qbits.crm.security.CrmPermissions;
+import com.kingsrook.qqq.backend.core.actions.permissions.CustomPermissionChecker;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.exceptions.QPermissionDeniedException;
+import com.kingsrook.qqq.backend.core.model.actions.AbstractActionInput;
+import com.kingsrook.qqq.backend.core.model.metadata.permissions.MetaDataWithPermissionRules;
+
+
+/*******************************************************************************
+ ** Show the Setup card only to CRM settings holders (crm.manage) and only while
+ ** a business setup step is still missing. Evaluated at request time, so a
+ ** completed setup drops the card from per-session metadata and from render.
+ *******************************************************************************/
+public class CrmSetupVisibility implements CustomPermissionChecker
+{
+   /*******************************************************************************
+    ** Require crm.hasAccess and crm.manage.hasAccess, then an incomplete setup.
+    *******************************************************************************/
+   @Override
+   public void checkPermissionsThrowing(AbstractActionInput input, MetaDataWithPermissionRules metadata) throws QPermissionDeniedException
+   {
+      if(QContext.getQSession() == null || !QContext.getQSession().hasPermission(CrmPermissions.APP_ACCESS) || !QContext.getQSession().hasPermission(CrmPermissions.MANAGE))
+      {
+         throw (new QPermissionDeniedException("CRM settings access is required."));
+      }
+      try
+      {
+         if(CrmSetupStatus.isIncomplete())
+         {
+            return;
+         }
+      }
+      catch(QException e)
+      {
+         throw (new QPermissionDeniedException("Setup status is not available.", e));
+      }
+      throw (new QPermissionDeniedException("CRM setup is complete."));
+   }
+}

src/main/resources/help/qbit-crm.yaml

@@ -1,11 +1,11 @@
 bundle: qbit-crm
-version: "0.2.0-SNAPSHOT"
+version: ${project.version}
 layer: QBIT
 entries:
   - key: app:crm;slot:help
     summary: "Manage relationships, sales opportunities and consent."
     content: |
-      Use **Contacts**, **Companies**, **Deals**, **Activities**, **Web Leads** and **Lists** for daily work. The Setup card on this page shows what still needs configuring: the default pipeline and its stages, lifecycle stages, the base currency and email delivery. Ask your administrator which reference data and base currency are configured for your installation. Configure pipelines, outcomes and outreach in Settings. Marketing email requires recorded consent and a ready email transport.
+      Use **Contacts**, **Companies**, **Deals**, **Activities**, **Web Leads** and **Lists** for daily work. The Setup card on this page shows what still needs configuring: the default pipeline and its stages, lifecycle stages, and the base currency. It only appears for CRM settings users, and only while a step is missing. Ask your administrator which reference data and base currency are configured for your installation. Configure pipelines, outcomes and outreach in Settings. Marketing email requires recorded consent and a ready email transport.
   - key: table:crm_job_state;slot:help
     summary: "Internal maintenance checkpoints."
     content: |

src/main/resources/qbit-crm.properties

@@ -0,0 +1 @@
+version=${project.version}

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

@@ -33,14 +33,19 @@ import com.kingsrook.qbits.crm.health.CrmHealthChecks;
 import com.kingsrook.qbits.crm.scoring.processes.CalculateLeadScoresProcess;
 import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
 import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.health.HealthCheckInput;
+import com.kingsrook.qqq.backend.core.health.HealthCheckMetaData;
+import com.kingsrook.qqq.backend.core.health.HealthChecksMetaData;
+import com.kingsrook.qqq.backend.core.health.HealthStatus;
 import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.metadata.QAuthenticationType;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.metadata.authentication.QAuthenticationMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference;
 import com.kingsrook.qqq.backend.core.model.savedbulkloadprofiles.SavedBulkLoadProfileMetaDataProvider;
+import com.kingsrook.qqq.backend.core.model.session.QSystemUserSession;
 import com.kingsrook.qqq.backend.core.processes.implementations.bulk.insert.model.BulkLoadProfile;
-import com.kingsrook.qqq.middleware.health.model.metadata.HealthStatus;
 import org.junit.jupiter.api.Test;
 import static org.assertj.core.api.Assertions.assertThat;
 
@@ -51,27 +56,41 @@ import static org.assertj.core.api.Assertions.assertThat;
 class CrmHealthBulkLoadTest extends BaseTest
 {
    /*******************************************************************************
-    ** No transport or score run needs attention.
+    ** No transport or score run needs attention; the producer registered the
+    ** same checks with the core health registry.
     *******************************************************************************/
    @Test
    void noTransportOrScoreRunNeedsAttention() throws Exception
    {
       var checks = new CrmHealthChecks(new CrmQBitConfig());
       var results = checks.run();
-      assertThat(results.get("crm.email").getStatus()).isEqualTo(HealthStatus.DEGRADED);
-      assertThat(results.get("crm.leadScore").getStatus()).isEqualTo(HealthStatus.DEGRADED);
-      assertThat(results.get("crm.sequenceLag").getStatus()).isEqualTo(HealthStatus.UP);
-      checks.indicators().forEach(indicator ->
+      assertThat(results.get(CrmHealthChecks.EMAIL).getStatus()).isEqualTo(HealthStatus.DEGRADED);
+      assertThat(results.get(CrmHealthChecks.LEAD_SCORE).getStatus()).isEqualTo(HealthStatus.DEGRADED);
+      assertThat(results.get(CrmHealthChecks.SEQUENCE_LAG).getStatus()).isEqualTo(HealthStatus.UP);
+      for(HealthCheckMetaData registered : crmChecks(QContext.getQInstance()))
       {
-         try
-         {
-            assertThat(indicator.check(QContext.getQInstance()).getStatus()).isEqualTo(results.get(indicator.getName()).getStatus());
-         }
-         catch(Exception e)
-         {
-            throw (new AssertionError(e));
-         }
+         assertThat(registered.getCheckInstance().run(new HealthCheckInput()).getStatus()).isEqualTo(results.get(registered.getName()).getStatus());
+      }
+   }
+
+
+   /*******************************************************************************
+    ** The producer registers exactly the three CRM checks as valid core
+    ** definitions, and re-registration does not duplicate them.
+    *******************************************************************************/
+   @Test
+   void producerRegistersCoreHealthChecks()
+   {
+      QInstance instance = QContext.getQInstance();
+      assertThat(crmChecks(instance)).extracting(HealthCheckMetaData::getName)
+         .containsExactlyInAnyOrder(CrmHealthChecks.EMAIL, CrmHealthChecks.SEQUENCE_LAG, CrmHealthChecks.LEAD_SCORE);
+      assertThat(crmChecks(instance)).allSatisfy(check ->
+      {
+         assertThat(check.getCheckInstance()).isNotNull();
+         assertThat(check.getTimeoutMs()).isLessThan(check.getIntervalSeconds() * 1000);
       });
+      CrmHealthChecks.register(instance, new CrmQBitConfig());
+      assertThat(crmChecks(instance)).hasSize(3);
    }
 
 
@@ -101,8 +120,8 @@ class CrmHealthBulkLoadTest extends BaseTest
          .withValue("lastSuccess", Instant.now().minus(181, ChronoUnit.MINUTES)));
       com.kingsrook.qbits.crm.core.CrmRecords.update("crm_sequence_enrollment", new QRecord().withValue("id", 1)
          .withValue("nextStepDate", Instant.now().minus(31, ChronoUnit.MINUTES)));
-      assertThat(checks.run().get("crm.sequenceLag").getStatus()).isEqualTo(HealthStatus.DEGRADED);
-      assertThat(checks.run().get("crm.leadScore").getStatus()).isEqualTo(HealthStatus.DEGRADED);
+      assertThat(checks.run().get(CrmHealthChecks.SEQUENCE_LAG).getStatus()).isEqualTo(HealthStatus.DEGRADED);
+      assertThat(checks.run().get(CrmHealthChecks.LEAD_SCORE).getStatus()).isEqualTo(HealthStatus.DEGRADED);
    }
 
 
@@ -120,7 +139,7 @@ class CrmHealthBulkLoadTest extends BaseTest
             throw (new IllegalStateException("unavailable"));
          }
       });
-      assertThat(checks.indicators().getFirst().check(QContext.getQInstance()).getStatus()).isEqualTo(HealthStatus.UNKNOWN);
+      assertThat(checks.check(CrmHealthChecks.EMAIL).run(new HealthCheckInput()).getStatus()).isEqualTo(HealthStatus.UNKNOWN);
    }
 
 
@@ -163,27 +182,36 @@ class CrmHealthBulkLoadTest extends BaseTest
    }
 
    /*******************************************************************************
-    ** Health middleware invokes checks in worker threads without a caller QContext.
+    ** The core HealthRunner runs each check on a worker thread with no caller
+    ** QContext, as a QSystemUserSession. A registered CRM check must succeed that
+    ** way on a host whose authentication rejects tokenless sessions (OAuth2, Auth0).
     *******************************************************************************/
    @Test
-   void indicatorsCarryMonitoringSessionAndRestoreWorkerContext() throws Exception
+   void registeredChecksRunAsCoreSystemUserOnTokenRequiredHost() throws Exception
    {
       var instance = QContext.getQInstance();
-      var indicator = new CrmHealthChecks(new CrmQBitConfig()).indicators(QContext.getQSession()).get(1);
+      instance.withInstanceDefaultAuthentication(new QAuthenticationMetaData()
+         .withName("token-required")
+         .withType(QAuthenticationType.MOCK)
+         .withModuleCodeReference(new QCodeReference(TokenRequiredAuthenticationModule.class)));
+      HealthCheckMetaData sequenceLag = crmChecks(instance).stream()
+         .filter(check -> CrmHealthChecks.SEQUENCE_LAG.equals(check.getName())).findFirst().orElseThrow();
       var status = java.util.concurrent.CompletableFuture.supplyAsync(() ->
       {
+         assertThat(QContext.getQInstance()).isNull();
+         QContext.init(instance, new QSystemUserSession(instance));
          try
          {
-            assertThat(QContext.getQInstance()).isNull();
-            var result = indicator.check(instance);
-            assertThat(QContext.getQInstance()).isNull();
-            assertThat(QContext.getQSession()).isNull();
-            return (result.getStatus());
+            return (sequenceLag.getCheckInstance().run(new HealthCheckInput().withQInstance(instance)).getStatus());
          }
          catch(Exception e)
          {
             throw (new AssertionError(e));
          }
+         finally
+         {
+            QContext.clear();
+         }
       }).get();
       assertThat(status).isEqualTo(HealthStatus.UP);
       assertThat(QContext.getQInstance()).isSameAs(instance);
@@ -192,32 +220,12 @@ class CrmHealthBulkLoadTest extends BaseTest
 
 
    /*******************************************************************************
-    ** Regression: indicators registered with no caller session (at host startup)
-    ** must still run on a host whose authentication rejects tokenless sessions
-    ** (OAuth2, Auth0). They used a plain new QSession(), so every check failed
-    ** session validation and reported UNKNOWN.
+    ** The CRM definitions in the core health registry.
     *******************************************************************************/
-   @Test
-   void contextlessIndicatorsRunOnTokenRequiredHost() throws Exception
+   private static List<HealthCheckMetaData> crmChecks(QInstance instance)
    {
-      var instance = QContext.getQInstance();
-      instance.withInstanceDefaultAuthentication(new QAuthenticationMetaData()
-         .withName("token-required")
-         .withType(QAuthenticationType.MOCK)
-         .withModuleCodeReference(new QCodeReference(TokenRequiredAuthenticationModule.class)));
-      var status = java.util.concurrent.CompletableFuture.supplyAsync(() ->
-      {
-         try
-         {
-            var indicator = new CrmHealthChecks(new CrmQBitConfig()).indicators().get(1);
-            return (indicator.check(instance).getStatus());
-         }
-         catch(Exception e)
-         {
-            throw (new AssertionError(e));
-         }
-      }).get();
-      assertThat(status).isEqualTo(HealthStatus.UP);
+      return (HealthChecksMetaData.ofOrWithNew(instance).getChecks().stream()
+         .filter(check -> "crm".equals(check.getComponent())).toList());
    }
 
 }

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

@@ -110,7 +110,7 @@ class CrmPublicationHelpTest extends BaseTest
       assertThat(HelpBundles.of(instance).getBundles()).singleElement().satisfies(bundle ->
       {
          assertThat(bundle.getId()).isEqualTo("qbit-crm");
-         assertThat(bundle.getVersion()).isEqualTo(CrmQBitProducer.VERSION);
+         assertThat(bundle.getVersion()).isEqualTo(System.getProperty("qbit.artifactVersion")).isEqualTo(CrmQBitProducer.VERSION);
          assertThat(bundle.getLayer().name()).isEqualTo("QBIT");
       });
       HelpBundles.syncOnStartup(instance);

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

@@ -62,7 +62,7 @@ class CrmQBitProducerTest extends BaseTest
       assertThat(metaData).isNotNull();
       assertThat(metaData.getGroupId()).isEqualTo(CrmQBitProducer.GROUP_ID);
       assertThat(metaData.getArtifactId()).isEqualTo(CrmQBitProducer.ARTIFACT_ID);
-      assertThat(metaData.getVersion()).isEqualTo(CrmQBitProducer.VERSION);
+      assertThat(metaData.getVersion()).isEqualTo(System.getProperty("qbit.artifactVersion")).isEqualTo(CrmQBitProducer.VERSION);
    }
 
 
@@ -114,7 +114,7 @@ class CrmQBitProducerTest extends BaseTest
    {
       assertThat(CrmQBitProducer.GROUP_ID).isEqualTo("com.kingsrook.qbits");
       assertThat(CrmQBitProducer.ARTIFACT_ID).isEqualTo("crm");
-      assertThat(CrmQBitProducer.VERSION).isEqualTo("0.2.0-SNAPSHOT");
+      assertThat(CrmQBitProducer.VERSION).isEqualTo(System.getProperty("qbit.artifactVersion"));
    }
 
    /*******************************************************************************

src/test/java/com/kingsrook/qbits/crm/widgets/CrmSetupStatusTest.java

@@ -23,12 +23,21 @@ package com.kingsrook.qbits.crm.widgets;
 
 import java.util.List;
 import java.util.Map;
+import java.util.Set;
 import java.util.stream.Collectors;
 import com.kingsrook.qbits.crm.BaseTest;
+import com.kingsrook.qbits.crm.security.CrmPermissions;
+import com.kingsrook.qqq.backend.core.actions.dashboard.RenderWidgetAction;
+import com.kingsrook.qqq.backend.core.actions.permissions.PermissionEnforcement;
+import com.kingsrook.qqq.backend.core.actions.permissions.PermissionsHelper;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QPermissionDeniedException;
+import com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetInput;
 import com.kingsrook.qqq.backend.core.model.dashboard.widgets.TableData;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import org.junit.jupiter.api.Test;
 import static org.assertj.core.api.Assertions.assertThat;
+import static org.assertj.core.api.Assertions.assertThatThrownBy;
 
 
 /*******************************************************************************
@@ -38,19 +47,18 @@ import static org.assertj.core.api.Assertions.assertThat;
 class CrmSetupStatusTest extends BaseTest
 {
    /*******************************************************************************
-    ** Nothing configured: the four things the CRM needs are flagged.
+    ** Nothing configured: the business setup the CRM needs are flagged.
     *******************************************************************************/
    @Test
    void emptyInstallNeedsSetup() throws Exception
    {
       Map<String, CrmSetupStatus.Item> items = items();
-      assertThat(items).containsOnlyKeys("Default pipeline", "Pipeline stages", "Lifecycle stages", "Base currency", "Email delivery");
+      assertThat(items).containsOnlyKeys("Default pipeline", "Pipeline stages", "Lifecycle stages", "Base currency");
       assertThat(items.get("Default pipeline").state()).isEqualTo(CrmSetupStatus.State.TODO);
       assertThat(items.get("Default pipeline").detail()).contains("Convert lead fails");
       assertThat(items.get("Pipeline stages").state()).isEqualTo(CrmSetupStatus.State.TODO);
       assertThat(items.get("Lifecycle stages").detail()).contains("Lead and Opportunity");
       assertThat(items.get("Base currency").state()).isEqualTo(CrmSetupStatus.State.TODO);
-      assertThat(items.get("Email delivery").state()).isNotEqualTo(CrmSetupStatus.State.TODO);
    }
 
 
@@ -106,7 +114,7 @@ class CrmSetupStatusTest extends BaseTest
    {
       assertThat(CrmHomeWidgets.HOME).contains("crm_setup");
       TableData data = (TableData) CrmHomeWidgetsTest.render("crm_setup");
-      assertThat(data.getRows()).hasSize(5);
+      assertThat(data.getRows()).hasSize(4);
       CrmHomeWidgetsTest.assertCell(data, 0, "first", "Default pipeline");
       assertThat(data.getRows().get(0).get("second").toString()).contains("Needs setup");
       
@@ -114,6 +122,76 @@ class CrmSetupStatusTest extends BaseTest
 
 
 
+   /*******************************************************************************
+    ** The checklist is business setup only: no email-provider row.
+    *******************************************************************************/
+   @Test
+   void noEmailProviderRow() throws Exception
+   {
+      assertThat(items().keySet()).noneMatch(label -> label.toLowerCase().contains("email"));
+      TableData data = (TableData) CrmHomeWidgetsTest.render("crm_setup");
+      assertThat(data.getRows().toString()).doesNotContain("email qbit").doesNotContain("Email delivery");
+   }
+
+
+
+   /*******************************************************************************
+    ** Settings holders get the card while setup is incomplete, and not once complete.
+    *******************************************************************************/
+   @Test
+   void settingsHolderSeesCardOnlyWhileIncomplete() throws Exception
+   {
+      assertThat(PermissionsHelper.hasWidgetPermission(new RenderWidgetInput(), "crm_setup")).isTrue();
+
+      completeSetup();
+      assertThat(CrmSetupStatus.isIncomplete()).isFalse();
+      assertThat(PermissionsHelper.hasWidgetPermission(new RenderWidgetInput(), "crm_setup")).isFalse();
+      assertThatThrownBy(() -> renderEnforced()).isInstanceOf(QPermissionDeniedException.class);
+   }
+
+
+
+   /*******************************************************************************
+    ** A CRM user without the settings permission never gets the card, incomplete or not.
+    *******************************************************************************/
+   @Test
+   void nonSettingsUserNeverSeesCard() throws Exception
+   {
+      QContext.getQSession().setPermissions(Set.of(CrmPermissions.APP_ACCESS, CrmPermissions.READ, CrmPermissions.WRITE));
+      assertThat(CrmSetupStatus.isIncomplete()).isTrue();
+      assertThat(PermissionsHelper.hasWidgetPermission(new RenderWidgetInput(), "crm_setup")).isFalse();
+      assertThatThrownBy(() -> renderEnforced()).isInstanceOf(QPermissionDeniedException.class);
+   }
+
+
+
+   /*******************************************************************************
+    ** Render the setup widget the way the UI API does, with permissions enforced.
+    *******************************************************************************/
+   private void renderEnforced() throws Exception
+   {
+      RenderWidgetInput input = new RenderWidgetInput().withWidgetMetaData(QContext.getQInstance().getWidget("crm_setup"));
+      input.setPermissionEnforcement(PermissionEnforcement.ENFORCE);
+      new RenderWidgetAction().execute(input);
+   }
+
+
+
+   /*******************************************************************************
+    ** Seed everything the checklist asks for.
+    *******************************************************************************/
+   private void completeSetup() throws Exception
+   {
+      CrmHomeWidgetsTest.seed("crm_pipeline", new QRecord().withValue("id", 1).withValue("name", "Sales").withValue("isDefault", true));
+      CrmHomeWidgetsTest.seed("crm_pipeline_stage", new QRecord().withValue("id", 2).withValue("pipelineId", 1).withValue("name", "Won").withValue("sortOrder", 2).withValue("isClosedWon", true));
+      CrmHomeWidgetsTest.seed("crm_pipeline_stage", new QRecord().withValue("id", 3).withValue("pipelineId", 1).withValue("name", "Lost").withValue("sortOrder", 3).withValue("isClosedLost", true));
+      CrmHomeWidgetsTest.seed("crm_lifecycle_stage", new QRecord().withValue("id", 1).withValue("name", "Lead"));
+      CrmHomeWidgetsTest.seed("crm_lifecycle_stage", new QRecord().withValue("id", 2).withValue("name", "Opportunity"));
+      CrmHomeWidgetsTest.seed("crm_currency", new QRecord().withValue("currencyCode", "USD").withValue("isBaseCurrency", true));
+   }
+
+
+
    /*******************************************************************************
     **
     *******************************************************************************/