domain-crm

CRM pipeline: opportunities and configurable stages, attached to identity-parties (leads live on Person)

What it is for

domain-crm: Opportunity + Stage pipeline library crates

Overview

Post-lead CRM pipeline: tenant-configurable Stages and Opportunity records attached to a identity_parties::Person or Organization. Leads are not modeled here -- identity_parties::Person already carries lead_status/lead_source/lead_owner_id; this crate starts after a lead has qualified into a pipeline opportunity (survey gap #3, docs/userstories/sprint-3.50-crm-pipeline.md, Gate 1.5 AC-scope).

Layer

Domain - depends on: foundation-basemodels, foundation-money

Key Types

• Stage - a tenant-configurable pipeline stage
• Opportunity - a pipeline opportunity attached to a Person/Organization
• OpportunityPartyKind - Person|Organization discriminator (local, not

a reuse of domain_contact::PartyType -- Gate 1.5 Round 2, OQ3)

• CrmService - high-level business operations

Example

use domain_crm::{CrmService, CreateOpportunityRequest, OpportunityPartyKind};

let service = CrmService::new(pool);
service.ensure_default_pipeline(tenant_id).await?;

let (opp, event) = service.create_opportunity(CreateOpportunityRequest {
tenant_id,
party_id: person_id,
party_kind: OpportunityPartyKind::Person,
stage_id: new_stage_id,
name: "Managed services -- initial engagement".to_string(),
owner_id: staff_user_id,
value_amount: None,
value_currency: None,
source: Some("Referral".to_string()),
}).await?;

Capabilities

No public items.

How to use it

No examples/ target and no doctest in this crate's rustdoc. The tests listed under Verification are the closest executable usage.

Module structure

No public modules: the crate root is its whole surface.

Public surface

No public items.

No pub use re-exports: every item above is declared in this crate.

Boundary

Reaches into foundation.

Shares tier domain with 41 other crates: domain-agreements, domain-ai-report, domain-billing, domain-catalog, domain-classify, domain-comments, domain-competitive-intel, domain-contact, … (41 total).

_What this crate deliberately does NOT own is a judgment. No committed registry records one for it, so none is stated here._

Where it sits

Tier flow. Which tiers this crate's own edges cross.

flowchart LR
  n_domain["domain"] --> n_foundation["foundation"]

Dependencies

Runtime, in this workspace.

Runtime, from outside the workspace.

Development, from outside the workspace.

Build. None.

Depended on by. 1 workspace crate.

Signal flow — what reaches this crate, and what it reaches.

flowchart LR
  n_application_crm["application-crm"] -->|uses| SELF
  SELF["domain-crm"]
  SELF -->|runtime| n_foundation_basemodels["foundation-basemodels"]
  SELF -->|runtime| n_foundation_money["foundation-money"]
  classDef self fill:#1f883d,stroke:#1f883d,color:#fff;
  class SELF self;

Feature flags

No Cargo features are defined: every capability is unconditional, so no consumer can receive a half-wired crate.

Targets

Error model

No public error type was detected: no public item declares a type named *Error, and no public signature returns one.

Operational characteristics

No unsafe block, unsafe fn, unsafe impl or unsafe trait was found by the parser anywhere in this crate's source.

Configuration

No environment variable is read with a literal name anywhere in this crate. A variable whose key is computed at run time cannot be listed here, and is not claimed to be absent.

Related capabilities

1 workspace crate depends on this one: application-crm.

Verification

What the tests establish, by name:

• test_already_closed — src/errors.rs
• test_lost_reason_required — src/errors.rs
• test_opportunity_not_found — src/errors.rs
• test_stage_not_found — src/errors.rs
• test_validation_error — src/errors.rs
• test_event_serialization — src/events.rs
• test_opportunity_created_event — src/events.rs
• test_stage_changed_event — src/events.rs
• test_won_lost_events — src/events.rs
• test_crm_events_end_to_end — src/lib.rs
• test_lost_pipeline_requires_reason_end_to_end — src/lib.rs
• test_pipeline_workflow — src/lib.rs
• test_default_pipeline_has_one_won_one_lost — src/models.rs
• test_intern_currency_known_and_unknown — src/models.rs
• test_move_already_closed_opportunity_errors — src/models.rs
• test_move_to_lost_stage_rejects_blank_reason — src/models.rs
• test_move_to_lost_stage_requires_reason — src/models.rs
• test_move_to_lost_stage_with_reason_closes_opportunity — src/models.rs
• test_move_to_stage_open_uses_stage_default_probability — src/models.rs
• test_move_to_stage_probability_override_wins — src/models.rs
• test_move_to_won_stage_closes_opportunity — src/models.rs
• test_opportunity_new_defaults_open — src/models.rs
• test_opportunity_soft_delete — src/models.rs
• test_opportunity_with_value — src/models.rs
• test_party_kind_roundtrip — src/models.rs
• test_stage_as_lost — src/models.rs
• test_stage_as_won — src/models.rs
• test_stage_new_is_open_non_terminal — src/models.rs
• test_status_is_closed — src/models.rs

Documentation coverage

Metrics

pie showData
    title Rust source composition
    "Code" : 1100
    "Blank or comment" : 369

Generation

Rendered by tools-corpus corpus readme from repository evidence alone, renderer schema 2, lexicon current. No model, network service or database was consulted. Regenerate with tools-corpus corpus readme --write; verify with --check.