@elevasis/core 0.1.0 → 0.2.0

package/src/execution/engine/tools/platform/index.ts

@@ -1,25 +1,20 @@
 /**
  * Platform Tools
- * Factory functions for creating tools that interact with internal platform services
+ * Factory functions for creating tools that interact with internal platform services.
+ * Retained compatibility surface; deployed SDK workers use platform.call() -> dispatcher.
  *
  * Platform tools enable agents to:
- * - Request human approval (command queue)
- * - Schedule future execution (task scheduler)
- * - Send platform notifications (notifications service)
  * - Invoke other resources - agents and workflows (resource invocation)
+ * - Send platform emails
+ * - Manage acquisition data
+ * - Store files
+ * - Render PDFs
+ * - Manage schedules
  *
- * Usage:
- * import { createApprovalTool, createSchedulerTool, createNotificationTool } from '@repo/core/execution-engine/tools/platform'
+ * Resource invocation service and supporting types remain exported here for internal wiring.
  */
 
-export { createApprovalTool } from './approval'
-export { createSchedulerTool } from './scheduler'
-export { createNotificationTool } from './notification'
-
 export type {
-  ApprovalToolConfig,
-  SchedulerToolConfig,
-  NotificationToolConfig,
   ICommandQueueService,
   ITaskSchedulerService,
   INotificationsService
@@ -32,23 +27,6 @@ export type { SendPlatformEmailInput, SendPlatformEmailOutput, PlatformEmailTool
 
 export { SendPlatformEmailInputSchema, SendPlatformEmailOutputSchema } from './email'
 
-// Resource Invocation (service, types, and tool factories - Wave 2a complete)
-export {
-  ResourceInvocationService,
-  createResourceInvocationService,
-  createResourceInvocationTool,
-  createDynamicResourceInvocationTool,
-  dynamicResourceInvocationSchema,
-  dynamicResourceInvocationOutputSchema
-} from './resource-invocation'
-
-export type {
-  ResourceExecutionRequest,
-  ResourceInvocationResult,
-  ResourceInvocationToolConfig,
-  ResourceDefinition
-} from './resource-invocation'
-
 // Acquisition Tools (Lead Database management)
 export {
   // List tools
@@ -173,9 +151,7 @@ export {
   DeleteScheduleByKeyOutputSchema
 } from './schedules'
 
-// HITL Cancel by Metadata Tool
-export { createHitlCancelByMetadataTool } from './approval'
-
+// HITL Cancel by Metadata types and schemas
 export type { HitlCancelByMetadataInput, HitlCancelByMetadataOutput } from './approval'
 
 export { HitlCancelByMetadataInputSchema, HitlCancelByMetadataOutputSchema } from './approval'

package/src/execution/engine/tools/registry.ts

@@ -12,9 +12,24 @@
 import type { CreateTaskParams, Task } from '../../../commands/queue/types'
 import type { CreateScheduleInput, TaskSchedule } from '../../scheduler/types'
 import type { CreateNotificationParams, Notification } from '../../../operations/notifications/types'
-import type { ResourceInvocationService } from './platform/resource-invocation'
 import type { ILeadService } from './lead-service-types'
 import type { ExecutionContext } from '../base/types'
+import type {
+  ProjectRow,
+  ProjectWithCounts,
+  ProjectDetail,
+  MilestoneRow,
+  TaskRow,
+  NoteRow
+} from '../../../business/delivery'
+import type {
+  DealListItem,
+  DealDetail,
+  DealStage,
+  ListDealsQuery
+} from '../../../business/acquisition'
+import type { RecentActivityEntry } from '../../../business/crm/api-schemas'
+import type { Database } from '../../../supabase/database.types'
 
 /**
  * Service interfaces for platform tools
@@ -127,6 +142,93 @@ export interface INotificationsService {
   create(params: CreateNotificationParams): Promise<Notification>
 }
 
+export interface ICrmService {
+  getRecentActivity(organizationId: string, limit: number): Promise<RecentActivityEntry[]>
+  listDeals(organizationId: string, filters?: Partial<ListDealsQuery>): Promise<DealListItem[]>
+  getDeal(dealId: string, organizationId: string): Promise<DealDetail | null>
+  getDealByEmail(email: string, organizationId: string): Promise<DealDetail | null>
+  updateDealStage(dealId: string, organizationId: string, stage: DealStage): Promise<void>
+  createDealNote(params: import('./lead-service-types').CreateDealNoteParams): Promise<import('./lead-service-types').AcqDealNote>
+  listDealNotes(params: import('./lead-service-types').ListDealNotesParams): Promise<import('./lead-service-types').AcqDealNote[]>
+  createDealTask(params: import('./lead-service-types').CreateDealTaskParams): Promise<import('./lead-service-types').AcqDealTask>
+  listDealTasks(params: import('./lead-service-types').ListDealTasksParams): Promise<import('./lead-service-types').AcqDealTask[]>
+  listDealTasksDue(params: import('./lead-service-types').ListDealTasksDueParams): Promise<import('./lead-service-types').AcqDealTask[]>
+  completeDealTask(params: import('./lead-service-types').CompleteDealTaskParams): Promise<import('./lead-service-types').AcqDealTask>
+  recordActivity(params: import('./lead-service-types').RecordDealActivityParams): Promise<void>
+  deleteDeal(params: import('./lead-service-types').DeleteDealParams): Promise<void>
+}
+
+type ProjectInsert = Database['public']['Tables']['prj_projects']['Insert']
+type ProjectUpdate = Database['public']['Tables']['prj_projects']['Update']
+type MilestoneInsert = Database['public']['Tables']['prj_milestones']['Insert']
+type MilestoneUpdate = Database['public']['Tables']['prj_milestones']['Update']
+type TaskInsert = Database['public']['Tables']['prj_tasks']['Insert']
+type TaskUpdate = Database['public']['Tables']['prj_tasks']['Update']
+type NoteInsert = Database['public']['Tables']['prj_notes']['Insert']
+type NoteUpdate = Database['public']['Tables']['prj_notes']['Update']
+type TaskResumeContextRow = Pick<TaskRow, 'id' | 'resume_context' | 'updated_at'>
+
+export interface IProjectsService {
+  listProjects(
+    organizationId: string,
+    filters?: {
+      kind?: string
+      status?: string
+    }
+  ): Promise<ProjectWithCounts[]>
+  getProject(id: string, organizationId: string): Promise<ProjectDetail | null>
+  createProject(input: Omit<ProjectInsert, 'organization_id'> & { organizationId: string }): Promise<ProjectRow>
+  updateProject(
+    id: string,
+    organizationId: string,
+    input: Omit<ProjectUpdate, 'organization_id'>
+  ): Promise<ProjectRow | null>
+  deleteProject(id: string, organizationId: string): Promise<boolean>
+  listMilestones(projectId: string, organizationId: string): Promise<MilestoneRow[]>
+  createMilestone(
+    input: Omit<MilestoneInsert, 'organization_id' | 'project_id'> & {
+      organizationId: string
+      projectId: string
+    }
+  ): Promise<MilestoneRow>
+  updateMilestone(
+    id: string,
+    organizationId: string,
+    input: Omit<MilestoneUpdate, 'organization_id'>
+  ): Promise<MilestoneRow | null>
+  deleteMilestone(id: string, organizationId: string): Promise<boolean>
+  listTasks(
+    projectId: string,
+    organizationId: string,
+    filters?: {
+      status?: string
+      milestone_id?: string
+      parent_task_id?: string
+    }
+  ): Promise<TaskRow[]>
+  getTask(id: string, organizationId: string): Promise<TaskRow | null>
+  createTask(input: Omit<TaskInsert, 'organization_id'> & { organizationId: string }): Promise<TaskRow>
+  updateTask(
+    id: string,
+    organizationId: string,
+    input: Omit<TaskUpdate, 'organization_id'>
+  ): Promise<TaskRow | null>
+  deleteTask(id: string, organizationId: string): Promise<boolean>
+  mergeTaskResumeContext(
+    id: string,
+    organizationId: string,
+    incoming: Record<string, unknown>
+  ): Promise<TaskResumeContextRow | null>
+  listNotes(projectId: string, organizationId: string): Promise<NoteRow[]>
+  createNote(input: Omit<NoteInsert, 'organization_id'> & { organizationId: string }): Promise<NoteRow>
+  updateNote(
+    id: string,
+    organizationId: string,
+    input: Omit<NoteUpdate, 'organization_id'>
+  ): Promise<NoteRow | null>
+  deleteNote(id: string, organizationId: string): Promise<boolean>
+}
+
 // =============================================================================
 // Platform Email Service Types
 // =============================================================================
@@ -501,10 +603,11 @@ export interface ToolServices {
   commandQueueService: ICommandQueueService | null
   taskSchedulerService: ITaskSchedulerService | null
   notificationsService: INotificationsService | null
+  projectsService?: IProjectsService | null
+  crmService?: ICrmService | null
   emailService: IEmailService | null
   credentialsService: ICredentialsService | null
   integrationService: IIntegrationService | null
-  resourceInvocationService?: ResourceInvocationService
   leadService: ILeadService | null
   storageService: IStorageService | null
   /** PDF rendering service - optional for gradual adoption */
@@ -520,6 +623,8 @@ class ToolServicesRegistry {
     commandQueueService: null,
     taskSchedulerService: null,
     notificationsService: null,
+    projectsService: null,
+    crmService: null,
     emailService: null,
     credentialsService: null,
     integrationService: null,
@@ -562,6 +667,8 @@ class ToolServicesRegistry {
       commandQueueService: null,
       taskSchedulerService: null,
       notificationsService: null,
+      projectsService: null,
+      crmService: null,
       emailService: null,
       credentialsService: null,
       integrationService: null,

package/src/execution/engine/tools/tool-maps.ts

@@ -260,6 +260,21 @@ import type {
   GetCompanyByIdParams
 } from './lead-service-types'
 
+import type { DealListItem, DealDetail } from '../../../business/acquisition'
+import { CrmSchemas } from '../../../business/crm/api-schemas'
+import type { RecentActivityEntry } from '../../../business/crm/api-schemas'
+import { DealSchemas } from '../../../business/acquisition'
+import { ProjectSchemas } from '../../../projects/api-schemas'
+import type {
+  ProjectRow,
+  MilestoneRow,
+  TaskRow,
+  NoteRow,
+  ProjectWithCounts,
+  ProjectDetail
+} from '../../../business/delivery'
+import type { z } from 'zod'
+
 // ---------------------------------------------------------------------------
 // Generic constraint types
 // ---------------------------------------------------------------------------
@@ -335,6 +350,79 @@ export type NotificationToolMap = {
   create: { params: NotificationSDKInput; result: void }
 }
 
+// ---------------------------------------------------------------------------
+// Projects (platform tool, 18 methods)
+// ---------------------------------------------------------------------------
+
+type ProjectsListParams = z.infer<typeof ProjectSchemas.GetProjectsQuery>
+type ProjectCreateParams = z.infer<typeof ProjectSchemas.CreateProjectRequest>
+type ProjectUpdateParams = z.infer<typeof ProjectSchemas.UpdateProjectRequest>
+type MilestoneCreateParams =
+  z.infer<typeof ProjectSchemas.ProjectIdPathParams> & z.infer<typeof ProjectSchemas.CreateMilestoneRequest>
+type MilestoneUpdateParams = z.infer<typeof ProjectSchemas.UpdateMilestoneRequest>
+type TaskListParams = z.infer<typeof ProjectSchemas.ProjectIdPathParams> & z.infer<typeof ProjectSchemas.GetTasksQuery>
+type TaskCreateParams = z.infer<typeof ProjectSchemas.CreateTaskRequest>
+type TaskUpdateParams = z.infer<typeof ProjectSchemas.UpdateTaskRequest>
+type TaskResumeContextParams =
+  z.infer<typeof ProjectSchemas.TaskIdParams> & z.infer<typeof ProjectSchemas.MergeResumeContextRequest>
+type NoteListParams = z.infer<typeof ProjectSchemas.ProjectIdPathParams>
+type NoteCreateParams = z.infer<typeof ProjectSchemas.CreateNoteRequest>
+type NoteUpdateParams = z.infer<typeof ProjectSchemas.UpdateNoteRequest>
+type TaskResumeContextResult = Pick<TaskRow, 'id' | 'resume_context' | 'updated_at'>
+
+export type ProjectsToolMap = {
+  listProjects: { params: ProjectsListParams; result: ProjectWithCounts[] }
+  getProject: { params: z.infer<typeof ProjectSchemas.ProjectIdParams>; result: ProjectDetail }
+  createProject: { params: ProjectCreateParams; result: ProjectRow }
+  updateProject: { params: z.infer<typeof ProjectSchemas.ProjectIdParams> & ProjectUpdateParams; result: ProjectRow }
+  deleteProject: { params: z.infer<typeof ProjectSchemas.ProjectIdParams>; result: void }
+  listMilestones: { params: z.infer<typeof ProjectSchemas.ProjectIdPathParams>; result: MilestoneRow[] }
+  createMilestone: { params: MilestoneCreateParams; result: MilestoneRow }
+  updateMilestone: { params: z.infer<typeof ProjectSchemas.MilestoneIdParams> & MilestoneUpdateParams; result: MilestoneRow }
+  deleteMilestone: { params: z.infer<typeof ProjectSchemas.MilestoneIdParams>; result: void }
+  listTasks: { params: TaskListParams; result: TaskRow[] }
+  getTask: { params: z.infer<typeof ProjectSchemas.TaskIdParams>; result: TaskRow }
+  createTask: { params: TaskCreateParams; result: TaskRow }
+  updateTask: { params: z.infer<typeof ProjectSchemas.TaskIdParams> & TaskUpdateParams; result: TaskRow }
+  deleteTask: { params: z.infer<typeof ProjectSchemas.TaskIdParams>; result: void }
+  mergeTaskResumeContext: { params: TaskResumeContextParams; result: TaskResumeContextResult }
+  listNotes: { params: NoteListParams; result: NoteRow[] }
+  createNote: { params: NoteCreateParams; result: NoteRow }
+  updateNote: { params: z.infer<typeof ProjectSchemas.NoteIdParams> & NoteUpdateParams; result: NoteRow }
+  deleteNote: { params: z.infer<typeof ProjectSchemas.NoteIdParams>; result: void }
+}
+
+// ---------------------------------------------------------------------------
+// CRM (platform tool, 13 methods)
+// ---------------------------------------------------------------------------
+
+type CrmRecentActivityParams = Partial<z.infer<typeof CrmSchemas.GetRecentActivityQuery>>
+type CrmListDealsParams = Partial<z.infer<typeof DealSchemas.ListDealsQuery>>
+type CrmGetDealParams = z.infer<typeof DealSchemas.DealIdParams>
+type CrmUpdateDealStageParams = z.infer<typeof DealSchemas.DealIdParams> & z.infer<typeof DealSchemas.SyncDealStageRequest>
+type CrmGetDealByEmailParams = { email: string }
+type CrmTaskDueParams = Partial<z.infer<typeof DealSchemas.ListDealTasksDueQuery>>
+type CrmDealTaskParams = Omit<CreateDealTaskParams, 'organizationId'>
+type CrmDealNoteParams = Omit<CreateDealNoteParams, 'organizationId'>
+type CrmRecordActivityParams = Omit<RecordDealActivityParams, 'organizationId'>
+type CrmDeleteDealParams = Omit<DeleteDealParams, 'organizationId'>
+
+export type CrmToolMap = {
+  getRecentActivity: { params: CrmRecentActivityParams; result: RecentActivityEntry[] }
+  listDeals: { params: CrmListDealsParams; result: DealListItem[] }
+  getDeal: { params: CrmGetDealParams; result: DealDetail | null }
+  getDealByEmail: { params: CrmGetDealByEmailParams; result: DealDetail | null }
+  updateDealStage: { params: CrmUpdateDealStageParams; result: void }
+  createDealNote: { params: CrmDealNoteParams; result: AcqDealNote }
+  listDealNotes: { params: Omit<ListDealNotesParams, 'organizationId'>; result: AcqDealNote[] }
+  createDealTask: { params: CrmDealTaskParams; result: AcqDealTask }
+  listDealTasks: { params: Omit<ListDealTasksParams, 'organizationId'>; result: AcqDealTask[] }
+  listDealTasksDue: { params: CrmTaskDueParams; result: AcqDealTask[] }
+  completeDealTask: { params: Omit<CompleteDealTaskParams, 'organizationId'>; result: AcqDealTask }
+  recordActivity: { params: CrmRecordActivityParams; result: void }
+  deleteDeal: { params: CrmDeleteDealParams; result: void }
+}
+
 // ---------------------------------------------------------------------------
 // Stripe (integration adapter, 6 methods)
 // ---------------------------------------------------------------------------

package/src/organization-model/README.md

@@ -33,7 +33,7 @@ Top-level fields:
 
 - `domains` - semantic domain entries that bind entity IDs, surface IDs, resource IDs, and capability IDs.
 - `branding` - organization branding defaults and overrides.
-- `features` - feature flags and labels for the shell.
+- `features` - grouped shell-level feature flags and labels.
 - `navigation` - navigation model for the product shell.
 - `crm` - CRM-specific contract data.
 - `leadGen` - lead generation contract data.
@@ -51,29 +51,44 @@ The default model includes four semantic domains:
 
 ## Feature Keys
 
-The current feature keys are:
+The current canonical feature keys are grouped shell features:
 
 - `acquisition`
 - `delivery`
 - `operations`
 - `monitoring`
 - `settings`
-- `seo`
 - `calibration`
+- `seo`
 
 Each feature can carry an enabled flag and an optional label override.
 
+This is intentionally different from the domain and surface vocabulary:
+
+- domains and surface IDs still use IDs such as `crm`, `lead-gen`, and `projects.index`
+- navigation surfaces point those routes at grouped `featureKey` values such as `acquisition` and `delivery`
+- downstream apps may still carry compatibility aliases for legacy route-level keys, but the published organization-model contract does not
+
 ## Resolution Semantics
 
 - `defineOrganizationModel()` is a typed helper. It does not validate or merge anything by itself.
 - `resolveOrganizationModel()` deep-merges a partial override into the default model, then validates the result with `OrganizationModelSchema`.
 - Plain objects merge recursively.
 - Arrays replace the default value instead of merging element-by-element.
+- If `navigation.surfaces` is replaced without also supplying `navigation.groups`, inherited default groups are dropped when they no longer point at declared surfaces.
 - Missing fields fall back to `DEFAULT_ORGANIZATION_MODEL`.
 
+## Referential Integrity
+
+- `navigation.defaultSurfaceId` must point at a declared navigation surface.
+- Every navigation group `surfaceId` must resolve to a declared surface.
+- Domain, surface, and resource-mapping IDs must resolve to declared counterparts; dangling references fail validation.
+- Domain-to-surface and domain/surface-to-resource links are validated in both directions so one-sided declarations fail during resolution.
+- Feature-bearing surfaces validate `featureKey` against the canonical grouped feature set.
+
 ## Practical Guidance
 
 - Use `resolveOrganizationModel()` when you need a runtime-safe model for rendering or policy checks.
 - Use `defineOrganizationModel()` when authoring a static partial model in source.
+- Treat `features.enabled` and `features.labels` as the shell-level contract; do not use `crm`, `lead-gen`, or `projects` as canonical feature keys in new organization-model authoring.
 - Keep domain IDs, surface IDs, and capability IDs stable because downstream UI and policy code depend on them.
-