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docs: qbit-crm 0.2.0 design, gap audit and contracts #7

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KofTwentyTwo merged 1 commits from feature/crm-v2-spec into develop 2026-10-14 16:44:43 +00:00
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KofTwentyTwo commented 2026-10-14 16:42:16 +00:00 (Migrated from github.com)
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Summary

  • Adds docs/DESIGN.md for qbit-crm 0.2.0. It covers:
    • the gap audit of 0.1.0 (README claims versus the real code, and the code versus the QQQ 4.1 platform)
    • the target data model (33 crm_ tables), the app, home and nav, and the actions
    • platform reuse: qbit-email or core messaging, collaboration, alerts, durable jobs, bulk-load profiles, health, help bundle, PII, tenancy
    • the integration contracts in com.kingsrook.qbits.crm.api: CrmIntakeApi for the kof22 contact form and newsletter, and CrmMarketingApi, agreed with the qbit-marketing agent
    • the kof22 adoption plan and the upgrade notes from 0.1.0
  • Records "Owner decisions (2026-10-14): all recommendations accepted (standing approval)".

Main audit findings in 0.1.0:

  • No app or dashboard is produced.
  • No email is ever sent.
  • No schedules exist.
  • No permission rules exist.
  • Tenancy locks cover only 3 tables.
  • GDPR erase misses several PII tables.
  • Reminders and lead-score decay are stubs.

Test plan

  • Docs only; no code changes.

🤖 Generated with Claude Code

## Summary - Adds `docs/DESIGN.md` for qbit-crm 0.2.0. It covers: - the gap audit of 0.1.0 (README claims versus the real code, and the code versus the QQQ 4.1 platform) - the target data model (33 `crm_` tables), the app, home and nav, and the actions - platform reuse: qbit-email or core messaging, collaboration, alerts, durable jobs, bulk-load profiles, health, help bundle, PII, tenancy - the integration contracts in `com.kingsrook.qbits.crm.api`: `CrmIntakeApi` for the kof22 contact form and newsletter, and `CrmMarketingApi`, agreed with the qbit-marketing agent - the kof22 adoption plan and the upgrade notes from 0.1.0 - Records "Owner decisions (2026-10-14): all recommendations accepted (standing approval)". Main audit findings in 0.1.0: - No app or dashboard is produced. - No email is ever sent. - No schedules exist. - No permission rules exist. - Tenancy locks cover only 3 tables. - GDPR erase misses several PII tables. - Reminders and lead-score decay are stubs. ## Test plan - [x] Docs only; no code changes. 🤖 Generated with [Claude Code](https://claude.com/claude-code)
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forge-recovery (Forge Recovery) james.maes (James Maes)
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Reference: QRun-IO/qbit-crm#7