Last Updated: 2026-03-29
Status: ✅ Complete Spec: PM-42 Coordinator Workbench
Constitution Reference: Section 1 (core boundaries), Section 5 (RLS, composite FK exception for CE
ce_leads)
Overview
PM-42 providespm_coordinator_tasks and pm_task_audit_log for intake coordinators, with workbench UI, bulk actions, and compliance exports. Upstream intake specs (PM-38–PM-41) drive task creation and priority; CE is referenced only via lead_id referencing ce_leads(id) with tenant isolation enforced by RLS on organization_id (no CE core imports). FW-16 delivers realtime notifications; persistence remains database-first per spec clarifications.
Integration Points (from spec)
Data Tables (PM-42)
Security
- Tenant isolation: All queries/mutations scoped by
organization_id; RLS on both tables. - PHI: Workbench shows intake PHI; no PHI in AI prompts, client logs, or outbound marketing payloads without consent templates (CE compliance).
Related
- CROSS_CORE_INTEGRATIONS.md — matrix row PM-42
- EVENT_CONTRACTS.md — finalize event names with PM-38/41 owners