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CRM-to-ERP approval, execution, and readback

A request to create an ERP order from CRM context crosses both an authority boundary and a system boundary. PanSphaira's released demo makes those crossings visible with fictional EspoCRM and Dolibarr records on loopback.

The released local flow

  1. The Agent proposes a typed order effect; it does not call the ERP directly.
  2. The Gateway and Policy decide whether the exact proposal is denied, permitted, or requires Owner approval.
  3. The approval view binds the requester, purpose, readable business diff, Policy, impacts, rollback statement, and authoritative pre-effect snapshot.
  4. Approval issues a short-lived, one-use lease for that exact effect. Reject, stale context, tampering, expiry, and replay issue no usable authority.
  5. The Broker executes the admitted effect against the fictional ERP fixture.
  6. Authoritative provider readback must match the intended result before a digest-bound receipt records verified success. Transport acceptance alone is not success.

The scoped claim and its negative evidence are CM-SEC-007 in Security Assurance. The SAFE_GUIDED proof checks the declared authority path, while the architecture identifies the trusted boundaries.

When this example fits

Use it to inspect a deterministic reference for proposed business effects, human approval integrity, single-use execution authority, provider readback, and evidence-bound receipts before designing a live integration.

It does not fit a read-only synchronization job, a fully predetermined workflow with no Agent proposal, or an evaluation that needs real CRM/ERP compatibility evidence. The alternatives guide separates those problem classes.

Evidence boundary

This is one pinned Linux/Docker fixture with fictional records and local identities. It does not prove live EspoCRM or Dolibarr compatibility, production IAM/MFA/quorum, provider transactions or ETags, provider Revoke, production Rollback, hostile-host containment, or permission to use customer data. Review the known limitations before running it.

Reproduce it

Follow the Quickstart for prerequisites, installation, expected READY_VERIFIED result, and ownership-scoped cleanup. The examples gallery also lists the smaller deterministic proof commands.

Local synthetic proof of concept — not a production release or security certification.