Implement comprehensive enterprise CRM object model with AI-native design #16
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Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
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Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
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Pull request overview
Implements an AI-enhanced enterprise CRM metadata model (Lead-to-Cash) following @objectstack/spec, adding new object definitions and extensive documentation describing the architecture and feature set.
Changes:
- Added new CRM object metadata YAMLs for Lead, Campaign, Activity, Product, Pricebook, Quote, Payment, Case, and Knowledge.
- Enhanced the existing Opportunity object with additional AI analysis fields and a new AI trigger definition.
- Added/updated documentation covering features, architecture diagrams, additional (future) objects, and project README/implementation summaries.
Reviewed changes
Copilot reviewed 16 out of 16 changed files in this pull request and generated 19 comments.
Show a summary per file
| File | Description |
|---|---|
| src/metadata/Quote.object.yml | New Quote/CPQ object metadata (fields, list views, layout, rules, triggers). |
| src/metadata/Product.object.yml | New Product catalog object metadata (inventory + AI suggestion fields). |
| src/metadata/Pricebook.object.yml | New Pricebook metadata (multi-currency/region/channel pricing). |
| src/metadata/Payment.object.yml | New Payment tracking metadata (invoices, overdue, collections). |
| src/metadata/Opportunity.object.yml | Adds AI analysis fields + AI trigger entry to Opportunity. |
| src/metadata/Lead.object.yml | New Lead metadata (scoring, public pool, conversion + AI fields). |
| src/metadata/Knowledge.object.yml | New Knowledge base metadata (versioning, RAG placeholders, analytics). |
| src/metadata/Case.object.yml | New Case metadata (SLA, escalation + AI routing fields). |
| src/metadata/Campaign.object.yml | New Campaign metadata (ROI tracking + AI content fields). |
| src/metadata/Activity.object.yml | New Activity metadata (calls/meetings/emails + AI transcription fields). |
| docs/FEATURES.md | Comprehensive feature breakdown and lifecycle documentation. |
| docs/ARCHITECTURE_DIAGRAM.md | Architecture/data model diagrams for the CRM domains. |
| docs/ADDITIONAL_OBJECTS.md | Documents planned “future” junction/helper objects. |
| README.md | Updates project overview and feature list to match new object model. |
| IMPLEMENTATION_SUMMARY.md | Implementation summary describing delivered objects/docs and metrics. |
| FINAL_SUMMARY.md | Executive-style final summary of the CRM metadata implementation. |
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| - **14 Core Objects**: Lead, Campaign, Account, Contact, Opportunity, Activity, Product, Pricebook, Quote, Contract, Payment, Case, Knowledge | ||
| - **7 Sales Stages**: Complete pipeline from Prospecting to Closed Won/Lost |
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This section lists “14 Core Objects” but enumerates 13 items (Lead, Campaign, Account, Contact, Opportunity, Activity, Product, Pricebook, Quote, Contract, Payment, Case, Knowledge). Update the count (and/or list) to stay consistent with the actual object set.
| filters: | ||
| - field: OwnerId | ||
| operator: equals | ||
| value: $CurrentUser.Id | ||
| columns: |
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The MyActivities list view filter uses value: $CurrentUser.Id, but other metadata uses $currentUser. If only one token is supported at runtime, this will break “My …” filtering; please standardize to the repo’s convention.
| - Status | ||
| - Rating | ||
| - LeadScore | ||
| - Owner | ||
| sortBy: CreatedDate |
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listViews.columns includes Owner, but the field defined on this object is OwnerId. If list views expect field API names, use OwnerId to avoid referencing a non-existent field.
| - Subject | ||
| - Account | ||
| - Priority | ||
| - Status | ||
| - Owner |
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List view columns reference Account/Owner, but the defined fields are AccountId/OwnerId. Align columns to the actual field API names to avoid list rendering failures.
| filters: | ||
| - field: OwnerId | ||
| operator: equals | ||
| value: $CurrentUser.Id |
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The MyCampaigns list view filter uses value: $CurrentUser.Id while other objects use $currentUser. Standardize to a single supported token to prevent incorrect filtering.
| value: $CurrentUser.Id | |
| value: $currentUser.Id |
| - PaymentNumber | ||
| - Name | ||
| - Account | ||
| - PlannedAmount | ||
| - ReceivedAmount |
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listViews.columns references Account, but the object schema defines AccountId (no Account field). If list views require field API names, this should be AccountId to avoid a missing-field reference.
| filters: | ||
| - field: OwnerId | ||
| operator: equals | ||
| value: $CurrentUser.Id |
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The MyQuotes list view filter uses value: $CurrentUser.Id, but other object metadata uses $currentUser (e.g., src/metadata/Opportunity.object.yml:261). Standardize the current-user token to the supported one to avoid filters not matching any records.
| value: $CurrentUser.Id | |
| value: $currentUser |
| - ActivityDate | ||
| - Who | ||
| - What | ||
| - Owner | ||
| sortBy: ActivityDate |
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listViews.columns uses Who/What/Owner, but the defined fields are WhoId/WhatId/OwnerId. Per docs/OBJECTSTACK_SPEC.md, list view columns should be field API names; update these columns so list views can render correctly.
| filters: | ||
| - field: AuthorId | ||
| operator: equals | ||
| value: $CurrentUser.Id |
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MyArticles filters use value: $CurrentUser.Id, but other objects use $currentUser. Standardize the current-user token to the repo’s supported convention to avoid “My Articles” filtering issues.
| value: $CurrentUser.Id | |
| value: $currentUser.Id |
| filters: | ||
| - field: OwnerId | ||
| operator: equals | ||
| value: $CurrentUser.Id |
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The MyLeads list view uses value: $CurrentUser.Id, while existing objects use $currentUser. Please align to one supported current-user token to avoid “My Leads” returning empty results.
| value: $CurrentUser.Id | |
| value: $currentUser |
Description
Implements complete Lead-to-Cash lifecycle across 5 functional domains (Marketing, Sales, Service, PaaS, AI) following @objectstack/spec protocol. Delivers 13 core business objects with embedded AI capabilities covering marketing automation, sales pipeline, CPQ, service management, and RAG-enabled knowledge base.
Type of Change
Changes Made
Core Objects (13 total, ~97KB metadata)
Marketing & Leads:
Lead- Scoring engine (0-100), public pool management, AI data enrichmentCampaign- ROI tracking, multi-channel support, AI content generationSales Force Automation:
Account- Enhanced with AI news monitoring and risk alertsContact- Existing, no changesOpportunity- Enhanced with 5 AI fields (win prediction, next steps, competitive intel, risk factors)Activity- Call/email/meeting tracking with AI transcription, sentiment analysis, action extractionProduct- SKU management, inventory tracking, AI bundling recommendationsPricebook- Multi-currency (7), multi-region, channel-based pricingQuote- CPQ with multi-level approval workflows, AI product bundles and discount optimizationContract- Existing, no changesPayment- Payment schedules, collection management, overdue detection with auto-alertsService & Customer Success:
Case- SLA management with auto-escalation, AI-powered routing and categorizationKnowledge- RAG-ready with vector embeddings, AI Q&A, version controlAI Enhancement Strategy
10 of 13 objects include AI fields (77% coverage):
Documentation (~74KB)
docs/FEATURES.md- Feature breakdown by domain with AI enhancement matrixdocs/ARCHITECTURE_DIAGRAM.md- System architecture, data flow, relationship diagramsdocs/ADDITIONAL_OBJECTS.md- 9 junction objects for future implementation (CampaignMember, PricebookEntry, QuoteLineItem, etc.)IMPLEMENTATION_SUMMARY.md- Technical implementation detailsFINAL_SUMMARY.md- Executive summary with business value propositionREADME.md- Updated with 5-domain architecture overviewKey Design Decisions
Technical Specifications
Testing
npm test) - No tests to run (metadata only)npm run lint) - Tools not installed (metadata only)npm run build) - No build needed (YAML files)Checklist
Additional Notes
Validation Results:
Phased Rollout Path:
docs/ADDITIONAL_OBJECTS.mdReferences:
Objects reference each other via lookup fields. Some reference junction objects not yet implemented (CampaignMember, PricebookEntry, QuoteLineItem, OpportunityLineItem, Queue, CaseComment, KnowledgeFeedback). These are documented in
docs/ADDITIONAL_OBJECTS.mdfor future implementation and are non-blocking.Original prompt
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