# CRM Validation Report

**Date:** 2026-07-26  
**Scope:** CRM frontend (`modules/crm/`, `app/crm/`)

## Quality gates

| Gate | Result | Notes |
|------|--------|-------|
| `npm run typecheck` | ✅ Pass | All CRM modules type-clean |
| `npm run lint` | ✅ Pass | No CRM-specific warnings |
| `npm run validate:architecture` | ✅ Pass | No cross-domain imports |
| `npm run build` | ⚠️ Compile OK | Typecheck in build passed; final step hit transient Next font-manifest env error |

## Route validation

| Check | Count | Status |
|-------|-------|--------|
| Required pages (spec) | 41 | ✅ Generated |
| Thin `page.tsx` (re-export only) | 41 | ✅ |
| `loading.tsx` per route | 41 | ✅ |
| `error.tsx` per route | 41 | ✅ |
| Sales layout + portal gate | 1 | ✅ |
| Root layout + not-found | 2 | ✅ |

## API validation

| Domain | Connected | Mock/placeholder removed |
|--------|-----------|---------------------------|
| Leads | ✅ CRUD + assign + restore | ✅ |
| Contacts | ✅ CRUD + delete | ✅ |
| Organizations | ✅ CRUD + delete | ✅ |
| Opportunities (deals) | ✅ CRUD + stage + win/lose | ✅ |
| Pipelines | ✅ CRUD | ✅ |
| Activities | ✅ CRUD + complete | ✅ |
| Tasks | ✅ create + complete | ✅ |
| Meetings, Calls | ✅ create + list | ✅ |
| Quotes | ✅ CRUD | ✅ |
| Tags, Notes, Attachments, Custom fields | ✅ | ✅ |
| Timeline, Mentions | ✅ list / read | ✅ |
| Team roles/members | ✅ partial (no role list API) | ✅ honest UI |
| Campaigns, Segments, Import, Automation, Integrations, API keys | N/A backend | ✅ scope notice (no fake data) |

## CRUD validation

| Operation | Supported pages |
|-----------|-----------------|
| Create | All entity list pages via Dialog |
| Read | All list + dashboard aggregates |
| Update | leads, contacts, companies, deals, activities, quotes, pipelines |
| Delete | leads, contacts, companies (+ bulk) |
| Restore | leads only (API) |
| Archive | via soft-delete flags in list filter |
| Export | client CSV on export page + per-entity export button |
| Import | scope notice — no API |

## Permission validation

- `CrmPageError` maps `CrmApiError` 403 → permission empty state
- Static permission tree on `/crm/sales/permissions`
- No client-side RBAC gate (matches platform pattern); server enforces JWT roles

## Navigation validation

- All sidebar links in `constants/portals.ts` resolve to generated routes
- Hub → sales portal → all sub-pages
- Catalog tile: `apps-catalog.ts` → `/crm/hub` status `available`

## Design system validation

- CRM uses `@/components/ds` only (no duplicate atoms)
- Module accent via `--crm-accent` tokens
- Consistent `CrmTablePage` / `PageHeader` / card radius `rounded-2xl`

## Known limitations (by design)

1. No server-side search/filter/sort — client-side only
2. No list total count from API — pagination is approximate
3. Tasks/meetings: no update/delete API in backend 6.3
4. `/capabilities` endpoint missing — health version shown instead

## Recommendations (future)

1. Add `GET /capabilities` to CRM backend for discovery UI
2. Add server-side filter params when backend supports them
3. Shared `useCrmPermission()` hook when Identity exposes user permissions to FE
