CRM Module

Overview

The Actions module is responsible for managing task-based actions assigned to entities. An action represents a scheduled or tracked activity, such as a follow-up call, meeting, or reminder.

Actions are linked to entities (customers or suppliers) and can have due dates, completion status, and categorization through action types.

All operations are tenant-aware and fully audited.

Services

The Actions module consists of the following services:

Actions - manage actions and tasks
Action Types - manage action type definitions

Models

This module exposes and consumes the following models.

Action Model
Action Type Model

Action Model

Represents a task or action assigned to an entity.

Fields:

Id (type: long) - internal identifier
EntityId (type: long) - associated entity identifier
Subject (type: string) - action subject or title
Description (type: string?) - detailed description
CreatedAt (type: DateTime) - creation timestamp
UpdatedAt (type: DateTime?) - last update timestamp
DueAt (type: DateTime?) - due date for the action
Action (type: string?) - action details or notes
CompletedAt (type: DateTime?) - completion timestamp
ActionType (type: long) - action type identifier
ActionTypeTitle (type: string?) - action type display title (read-only)

Validation:

IsReadyToAdd()
- requires EntityId > 0
- requires Subject
- requires ActionType > 0
IsReadyToUpdate()
- requires Id > 0
- requires Subject

Notes:

Actions are linked to entities via EntityId
Due actions can be queried separately
All data is tenant-scoped

Action Type Model

Represents a category or type of action.

Fields:

Id (type: long) - internal identifier
Title (type: string) - action type display title
Icon (type: string?) - optional icon identifier
CreatedAt (type: DateTime) - creation timestamp

Validation:

IsReadyToAdd()
- requires Title
IsReadyToUpdate()
- requires Id > 0
- requires Title

Notes:

Action types provide categorization for actions
Used for filtering and reporting
All data is tenant-scoped