feat(vault): file-first / Obsidian CRM packaging (card: crm-dexcore-vault-packaging)#87
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feat(vault): file-first / Obsidian CRM packaging (card: crm-dexcore-vault-packaging)#87davekilleen wants to merge 1 commit into
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…sers (card: crm-dexcore-vault-packaging) Brings the dex-core vault template to parity with the shipped desktop CRM so a CLI/Obsidian user gets a working CRM from the files alone: - Adds the Opportunities entity root (05-Areas/Opportunities) + README, and registers it in the path contract (core/paths.py, dist contract, tests). - Documents the CRM frontmatter schema + vocabularies on the People, Companies and Opportunities READMEs, matching the desktop engine exactly (same paths, type values, status fields, and vocab so a shared vault never splits). - Adds schema-accurate entity templates (Opportunity.md new; Person_Page.md and Company.md frontmatter aligned) and a CRM_Guide doc. - Adds 05-Areas/CRM_Boards.md with Dataview board views: People by warmth band, Companies by funnel stage, Opportunities by pipeline stage (vocab-ordered). - .gitignore now ships the CRM template scaffolding while still ignoring user content under 05-Areas. Path-contract + fixture tests green (64/64). Dataview rendering is a manual Obsidian check (can't be automated). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_017neHyK74Li8afhQ5DQuvSB
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What & why
Brings the dex-core vault template to parity with the shipped desktop CRM, so a file-first / Obsidian user gets a working CRM from the files alone (no desktop app required). Closes card
crm-dexcore-vault-packaging.What's in it
05-Areas/Opportunities/+ README, registered in the path contract (core/paths.py, dist contract, tests).Opportunity.md;Person_Page.md+Company.mdfrontmatter aligned to the schema.05-Areas/CRM_Boards.md: People by warmth band, Companies by funnel stage, Opportunities by pipeline stage (vocab-ordered).05-Areas.Verification
core/tests/test_paths.py,test_path_contract.py,test_fixture_vault.py).🤖 Generated with Claude Code
https://claude.ai/code/session_017neHyK74Li8afhQ5DQuvSB