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Version: 1.0
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)

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Overview

PM-42 provides pm_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.

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Integration Points (from spec)

DependencyPatternPurposeStatus
PM-38DB trigger / same-core eventAppointment created → confirmation task📋 Specification
PM-39DB trigger / same-core eventWaitlist entry → call task📋 Specification
PM-40DB trigger / same-core eventPacket sent → reminder task📋 Specification
PM-41Data (same core)No-show risk → priority_score updates; export column alignment📋 Specification
CE (ce_leads)Composite FKlead_id scoped by organization_id📋 Specification
FW-16Event / subscriptionWorkbench refetch when tasks change📋 Specification
PF-30Platform LayerPermission keys pm.coordinator_workbench.*📋 Specification
GR (optional)Outbound eventpm_appointment_confirmed for flow automation — contract TBD in EVENT_CONTRACTS.md📋 Specification

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Data Tables (PM-42)

TableRole
pm_coordinator_tasksMutable while open; priority, assignment, status
pm_task_audit_logInsert-only coordinator actions

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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).