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Update documentation and ROADMAP for v3.0.11 protocol upgrade
Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
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README.md

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[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)
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![Objects](https://img.shields.io/badge/Objects-~148-brightgreen)
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![Tests](https://img.shields.io/badge/Tests-3799%20passing-brightgreen)
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![Spec](https://img.shields.io/badge/%40objectstack%2Fspec-v3.0.8-blue)
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![Spec](https://img.shields.io/badge/%40objectstack%2Fspec-v3.0.11-blue)
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> A world-class Customer Relationship Management system built on @objectstack/spec v3.0.8 protocol with Salesforce-level functionality and Apple/Linear-level UX.
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> A world-class Customer Relationship Management system built on @objectstack/spec v3.0.11 protocol with Salesforce-level functionality and Apple/Linear-level UX.
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## ⚡ Quick Start in 60 Seconds
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## 🌟 Overview
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HotCRM is a **comprehensive, AI-native enterprise CRM** covering the complete Lead-to-Cash lifecycle. Built on @objectstack/spec v3.0.8:
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HotCRM is a **comprehensive, AI-native enterprise CRM** covering the complete Lead-to-Cash lifecycle. Built on @objectstack/spec v3.0.11:
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- **~148 Business Objects** across 13 packages: Sales, Marketing, Revenue, Service, HR, AI, Analytics, Integration, Community, Real Estate, Healthcare, Financial Services, Education
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- **Metadata-Driven**: All objects defined in TypeScript (`.object.ts`) — the single source of truth

ROADMAP.md

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# HotCRM Development Roadmap
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> Comprehensive development plan for HotCRM — the world's first AI-Native CRM.
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> Protocol: @objectstack/spec v3.0.8 | Last Updated: February 2026
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> Protocol: @objectstack/spec v3.0.11 | Last Updated: February 2026
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## Strategic Direction
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| Metric | Value |
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|--------|-------|
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| Protocol Version | @objectstack/spec v3.0.8 |
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| Protocol Version | @objectstack/spec v3.0.11 |
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| Business Objects | ~148 across 13 packages |
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| Business Packages | 13 (6 core clouds + AI + Analytics + Integration + Community + 4 verticals) |
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| Hook Files | 121+ across 13 packages |
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| Date | From | To | Breaking Changes | Tests |
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|------|------|----|-----------------|-------|
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| 2026-02-26 | v3.0.8 | v3.0.11 | ViewFilterRule format changed from array tuples to objects `{ field, operator, value }` (34 view files updated) | 3817 ✅ |
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| 2026-02-26 | v3.0.8 | v3.0.8 | None (Phase 15: Added EventTypeDefinitionSchema validation to all 9 events.ts files; 100% metadata schema compliance) | 3817 ✅ |
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| 2026-02-25 | v3.0.8 | v3.0.8 | None (Phase 15: Fixed tsconfig.json path aliases for node16 ESM module resolution — changed directory paths to explicit index.ts files) | 3813 ✅ |
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| 2026-02-21 | v3.0.8 | v3.0.8 | None (Phase 15 continued: Structured pino logging across 154 files, CacheManager test isolation, db.ts deprecation annotations, emoji removal from logs) | 3813 ✅ |

content/docs/index.mdx

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| Metric | Value |
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|--------|-------|
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| **Protocol Version** | @objectstack/spec v3.0.8 |
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| **Protocol Version** | @objectstack/spec v3.0.11 |
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| **Business Packages** | 13 (6 core clouds + AI + Analytics + Integration + Community + 4 verticals) |
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| **Business Objects** | ~148 across 13 packages |
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| **Server-Side Hooks** | 121+ hooks enforcing business logic |

content/docs/roadmap.mdx

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HotCRM has completed **16 development phases** (1–14 including 10.5, 10.6, 12A-D, and 12E), establishing a full-featured, production-ready **13-package CRM** with **~148 business objects**, AI agent workflows, enterprise security, full UI metadata, Salesforce feature parity (~95%), 4 vertical industry solutions, Activity Feed/Chatter system, Interface Builder, and comprehensive developer tooling.
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> **Protocol Version**: @objectstack/spec v3.0.8 | **Tests**: 3,799 passing (192 files) | **Spec Schema Adoption**: ~95 / ~95 (~100%) | **Last Updated**: February 21, 2027
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> **Protocol Version**: @objectstack/spec v3.0.11 | **Tests**: 3,799 passing (192 files) | **Spec Schema Adoption**: ~95 / ~95 (~100%) | **Last Updated**: February 21, 2027
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```
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2025 ████████████████████████████████ Phases 1-9: Foundation → AI → Quality → Test → Integration → Schema → v3.0 → UI → DX
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2026 Q1-Q4 ████████████████████████████████ Phases 10-12D: Salesforce Parity → Deep Metadata → Forms & Pages → Ecosystem → Verticals ✅ COMPLETE
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2027 Q1-Q3 ████████████████████████████████ Phase 13: Module Optimization & Seed Data → Phase 14: v3.0.8 Feed & Interface Builder ✅ COMPLETE
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2027 Q1-Q3 ████████████████████████████████ Phase 13: Module Optimization & Seed Data → Phase 14: v3.0.11 Feed & Interface Builder ✅ COMPLETE
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2027+ ████████████████████████████████ Phase 12E: Advanced AI & Enterprise Features ✅ COMPLETE
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```
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| **11** | Ecosystem & Connectivity | +3 packages (Analytics, Integration, Community); 10 connectors; iPaaS layer |
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| **12A-D** | Vertical Solutions | +4 verticals (Real Estate, Healthcare, Financial Services, Education); 28 objects |
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| **13** | Module Optimization & Seed Data | 39 seed files, 13/13 plugins registered, metadata equalization, 13 state machines |
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| **14** | v3.0.8 Feed & Interface Builder | Activity feed/Chatter across 6 clouds, interface builder, dashboard headers/filters, Feed API, ~100% schema adoption |
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| **14** | v3.0.11 Feed & Interface Builder | Activity feed/Chatter across 6 clouds, interface builder, dashboard headers/filters, Feed API, ~100% schema adoption |
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| **12E** | Advanced AI & Enterprise | Computer vision, voice AI, anomaly detection, multi-tenancy, SOC 2, marketplace |
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| Metric | Value |
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|--------|-------|
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| Protocol Version | @objectstack/spec v3.0.8 |
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| Protocol Version | @objectstack/spec v3.0.11 |
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| Business Objects | ~148 across 13 packages |
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| Business Packages | 13 (6 core + AI + Analytics + Integration + Community + 4 verticals) |
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| Hook Files | 121+ across 13 packages |

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