Module Spec — crm (schema crm) - Softcrum Suite

Entities

Table	Notes
notes	on contacts; author typed; audit-logged
activities	parametric activity_types (TENANT-EXTENSIBLE per DEC-B4); due/completed; assignable
lists	static lists + saved views (filters serialized); distinct from dynamic segments (core)
object_definitions / object_records	RESERVED, designed not built (F1): future deals/pipeline without migration

Timeline 360 (projection, not a table)

Merge-sorted view over: core.tracked_events + loyalty.ledger_transactions + messaging.sends(+status) + crm.notes/activities, filtered by permission, paginated by occurred_at cursor. Chain rendering via correlation_id (“event X → rule Y → coupon Z → email W opened 10:31”).

Endpoints

CRUD notes/activities/lists → crm.{resource}.{action} · GET /v1/crm/contacts/{id}/timeline → crm.timeline.read

Non-goals v1

No deals, no pipeline stages, no forecasting. The object model reserves the seat; adding them is F2 scope with zero data migration.

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