Activities Module

CRM engagements module on the frozen platform. Mirrors the Contacts / Companies reference architecture — loggable calls, emails, notes, follow-ups, and other interactions linked to Contacts, Companies, and/or Leads.

Guides

Audience	Document
Operators / workspace users	activities.md
Engineers	activities-developer.md
Production / ops	activities-production.md
Module Development Standard	module-development.md
Reference blueprint	companies.md · contacts.md
Tenant API	../api/tenant-v1-activities.md

Capabilities

• Types: call, email, note, follow_up, other
• Subject, optional body, optional due date, completion (completed_at)
• Related links: at least one of Contact / Company / Lead (soft entitlement — FK rejected when that module is not installed)
• Assignment with assignee scoping via activities.assign
• Notes + domain activity timeline
• Table view with search, type/status filters, and My Activities toggle
• KPIs via GET /activities/stats
• Completing an activity mirrors onto related Contact/Company/Lead timelines
• Trash filtering plus Restore and Delete permanently
• Module licensing (module:activities) + Spatie permissions — free Marketplace opt-in
• Audit + activity logging

Permissions

activities.view · create · update · delete · restore · force.delete · assign · complete

Staff can complete assigned activities with activities.complete (without full update).

Enable Activities from Marketplace (free). Catalog: slug activities, is_default_included = false, is_billable = false, sort_order = 28, version 1.1.0. Only Leads and Tasks install automatically on new workspaces.

Related modules (optional)

No hard module_dependencies row. Linking a Contact, Company, or Lead requires that module to be entitled; otherwise validation rejects the FK.

Explicitly deferred

• Calendar projection / Meetings types
• Aggregating system *_activities timelines into this list
• Communication template placeholders