From 48dcdc4ed105a8a05f1345c0b00fe8c9bf511670 Mon Sep 17 00:00:00 2001 From: Szymon Szukalski Date: Thu, 9 Apr 2026 10:10:25 +1000 Subject: Extend CRM supplier support --- README.md | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) (limited to 'README.md') diff --git a/README.md b/README.md index ed1edae..ca2864d 100644 --- a/README.md +++ b/README.md @@ -101,7 +101,8 @@ The people workflow is a CRM rooted at `~/org/areas/people/people.org`. - Failures must surface visibly. The system must not silently fall back to stale state. - The CRM is individual-focused: `TEAM` captures the current working team and `MANAGER` captures the formal organisational manager. - Team structure, org charts, and matrix relationships belong in separate notes, not in the CRM. -- Person cards use `ROLE`, `TEAM`, `MANAGER`, `ENGAGEMENT`, `LOCATION`, and `CURRENT_FOCUS` in that order. +- Person cards use `ROLE`, `TEAM`, `MANAGER`, `ENGAGEMENT`, `SUPPLIER`, `LOCATION`, and `CURRENT_FOCUS` in that order. +- `ENGAGEMENT` and `SUPPLIER` both use fixed lookup lists in `ss/crm-add` so reports stay consistent. - `CURRENT_FOCUS` must stay short and phrase-like so summaries and completion annotations remain readable. Name entry uses fixed abbrevs plus the people CRM: @@ -116,7 +117,7 @@ Name entry uses fixed abbrevs plus the people CRM: - `M-x ss/crm-insert-name` inserts the canonical name at point. - `M-x ss/crm-insert-summary` inserts a compact single-line summary at point. - `M-x ss/crm-add` adds a new person card directly to `~/org/areas/people/people.org`. -- `M-x ss/crm-report-by-role`, `M-x ss/crm-report-by-team`, `M-x ss/crm-report-by-manager`, `M-x ss/crm-report-by-engagement`, and `M-x ss/crm-report-by-location` render grouped Org reports in a read-only buffer. +- `M-x ss/crm-report-by-role`, `M-x ss/crm-report-by-team`, `M-x ss/crm-report-by-manager`, `M-x ss/crm-report-by-engagement`, `M-x ss/crm-report-by-supplier`, and `M-x ss/crm-report-by-location` render grouped Org reports in a read-only buffer. ### Persistent abbrevs @@ -222,6 +223,7 @@ Denote handles long-lived notes. The main bindings are: - `C-c n p` to open `~/org/areas/people/people.org`. - `C-c n P` to add a new person card. - `C-c n R` to show people grouped by manager. +- `C-c n S` to show people grouped by supplier. - `C-c n T` to show people grouped by team. Keyword prompts and directory placement are part of the workflow, not an afterthought. The config is set up so structure is created first, then capture writes into it, with folder placement carrying most of the durable type information. -- cgit v1.2.3