Segment categories

CRM · Segment categories

Simple CRUD for the taxonomy used to group segments, so long segment lists stay navigable.

Area	CRM
Routes	crm.segment-categories · crm.segment-categories.index · crm.segment-categories.new · crm.segment-categories.edit
Centre modules	crm
Staff levels	root · admin · manager · crmmanager
Models	segment-category
UI label	title.header.crm.segment-categories / menu.navbar.segment-categories.show
Coverage	2 use cases · 1 happy · 2 failure

How it works

A minimal list (name + edit/delete) built on the standard nf-crud + routes/form.js pattern; deletion goes through the shared confirm-deletion service.

Use cases

Why someone opens this (2)

• Separating lifecycle segments from campaign segments and employee segments.
• Keeping a centre’s segment list organised as it grows.

Path map

flowchart LR
    F(["Segment categories"]):::feat
    F --> H1["Category created and assigned"]:::ok
    F -.-> X1["Name missing"]:::bad
    F -.-> X2["Deleting a category still in use"]:::bad
    classDef feat fill:#157068,stroke:#157068,color:#ffffff,font-weight:bold
    classDef ok fill:#e3f1ea,stroke:#0d6b42,color:#0d4a2e
    classDef bad fill:#f7e6e2,stroke:#9a2d1c,color:#6e1f13

Happy paths

Category created and assigned

1. User creates a category with a name.
2. routes/form.js#saveModel validates and saves, then returns to the list.
3. The category becomes selectable in the segment builder.

Failure paths

Name missing

Cause — Blank name on save.

What happens — Model validation rejects and saveModel surfaces the field error.

Deleting a category still in use

Cause — Segments still reference it.

What happens — Rejected by the API; routes/form.js sets errorMessage from response.errors[0].detail.

QA checklist

Tick these off while regression-testing this feature. The boxes are plain Markdown, so progress is visible in git diffs.

• ✅ Category created and assigned
• ⛔ Name missing
• ⛔ Deleting a category still in use

Implementation

• app/controllers/crm/segment-categories/index.js
• app/routes/crm/segment-categories/*.js
• app/models/segment-category.js

Translation keys (2)

Key	English
title.header.crm.segment-categories	Segment categories
segment-categories.new	New segment categories

Related

• Same area — Customer list & filtering · Customer create & edit · Customer deletion with unsubscribe notice · Customer CSV export with column picker · Customer CSV import · Children CSV import · AI natural-language customer filter · Save current filters as a segment · Segment list, refresh & export · Segment builder with automatic tag actions · User tags (user types) · Customer receipts tab & ticket-stamp generation · Customer loyalty — raffle tickets · Customer loyalty — cards & stamps · Customer loyalty — rewards · Customer loyalty — coupon exchanges · Customer children (dependants) · Receipt verification queue · Store list, filters & exports · Store create & edit · Store CSV import · Store labels (store types) · Customer action log (dormant)

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Generated from doc/feature-inventory.json · id crm-segment-categories · commit 276788ca6