@elevasis/core 0.15.0 → 0.16.0

package/src/organization-model/__tests__/knowledge.test.ts

@@ -0,0 +1,214 @@
+import { describe, expect, it } from 'vitest'
+import { OrgKnowledgeNodeSchema, OrgKnowledgeKindSchema, KnowledgeDomainSchema } from '../domains/knowledge'
+import { OrganizationGraphEdgeKindSchema } from '../graph/schema'
+import { buildOrganizationGraph } from '../graph/build'
+import { DEFAULT_ORGANIZATION_MODEL, DEFAULT_ORGANIZATION_MODEL_KNOWLEDGE } from '../defaults'
+import type { OrganizationModel } from '../types'
+
+// ---------------------------------------------------------------------------
+// OrgKnowledgeNodeSchema — shape and validation
+// ---------------------------------------------------------------------------
+
+describe('OrgKnowledgeNodeSchema', () => {
+  function makeNode(kind: string) {
+    return {
+      id: `knowledge.test-${kind}`,
+      kind,
+      title: `Test ${kind}`,
+      summary: `A test ${kind} knowledge node.`,
+      body: `## Body\n\nContent for ${kind}.`,
+      links: [],
+      ownerIds: [],
+      updatedAt: '2026-05-01'
+    }
+  }
+
+  it('accepts kind: playbook', () => {
+    expect(() => OrgKnowledgeNodeSchema.parse(makeNode('playbook'))).not.toThrow()
+  })
+
+  it('accepts kind: strategy', () => {
+    expect(() => OrgKnowledgeNodeSchema.parse(makeNode('strategy'))).not.toThrow()
+  })
+
+  it('accepts kind: reference', () => {
+    expect(() => OrgKnowledgeNodeSchema.parse(makeNode('reference'))).not.toThrow()
+  })
+
+  it('rejects unknown kind', () => {
+    const result = OrgKnowledgeNodeSchema.safeParse(makeNode('guide'))
+    expect(result.success).toBe(false)
+  })
+
+  it('rejects missing required fields', () => {
+    const result = OrgKnowledgeNodeSchema.safeParse({ id: 'knowledge.x', kind: 'playbook' })
+    expect(result.success).toBe(false)
+  })
+
+  it('defaults links to empty array when omitted', () => {
+    const node = OrgKnowledgeNodeSchema.parse({
+      id: 'knowledge.test-default-links',
+      kind: 'reference',
+      title: 'Test',
+      summary: 'Test summary.',
+      body: 'Content.',
+      updatedAt: '2026-05-01'
+    })
+    expect(node.links).toEqual([])
+  })
+
+  it('defaults ownerIds to empty array when omitted', () => {
+    const node = OrgKnowledgeNodeSchema.parse({
+      id: 'knowledge.test-default-owners',
+      kind: 'strategy',
+      title: 'Test',
+      summary: 'Test summary.',
+      body: 'Content.',
+      updatedAt: '2026-05-01'
+    })
+    expect(node.ownerIds).toEqual([])
+  })
+
+  it('accepts an optional semantic icon token', () => {
+    const node = OrgKnowledgeNodeSchema.parse({
+      ...makeNode('playbook'),
+      icon: 'knowledge.playbook'
+    })
+
+    expect(node.icon).toBe('knowledge.playbook')
+  })
+
+  it('rejects an unknown icon token', () => {
+    const result = OrgKnowledgeNodeSchema.safeParse({
+      ...makeNode('reference'),
+      icon: 'book'
+    })
+
+    expect(result.success).toBe(false)
+  })
+})
+
+// ---------------------------------------------------------------------------
+// OrgKnowledgeKindSchema — enum shape
+// ---------------------------------------------------------------------------
+
+describe('OrgKnowledgeKindSchema', () => {
+  it('accepts all three valid kinds', () => {
+    for (const kind of ['playbook', 'strategy', 'reference']) {
+      expect(() => OrgKnowledgeKindSchema.parse(kind)).not.toThrow()
+    }
+  })
+
+  it('rejects invalid kind', () => {
+    expect(OrgKnowledgeKindSchema.safeParse('guide').success).toBe(false)
+    expect(OrgKnowledgeKindSchema.safeParse('').success).toBe(false)
+  })
+})
+
+// ---------------------------------------------------------------------------
+// OrganizationGraphEdgeKindSchema — governs edge is present
+// ---------------------------------------------------------------------------
+
+describe('OrganizationGraphEdgeKindSchema', () => {
+  it('includes governs as a valid edge kind', () => {
+    expect(() => OrganizationGraphEdgeKindSchema.parse('governs')).not.toThrow()
+  })
+})
+
+// ---------------------------------------------------------------------------
+// DEFAULT_ORGANIZATION_MODEL_KNOWLEDGE — post Wave 2a: nodes is empty array
+// ---------------------------------------------------------------------------
+
+describe('DEFAULT_ORGANIZATION_MODEL_KNOWLEDGE', () => {
+  it('has an empty nodes array after Wave 2a pilot literal removal', () => {
+    expect(DEFAULT_ORGANIZATION_MODEL_KNOWLEDGE.nodes).toEqual([])
+  })
+
+  it('passes KnowledgeDomainSchema.parse without throwing', () => {
+    expect(() => KnowledgeDomainSchema.parse(DEFAULT_ORGANIZATION_MODEL_KNOWLEDGE)).not.toThrow()
+  })
+})
+
+// ---------------------------------------------------------------------------
+// buildOrganizationGraph — knowledge nodes + governs edges
+// Synthetic OM used so tests are independent of DEFAULT_ORGANIZATION_MODEL
+// knowledge nodes (empty after Wave 2a, Decision 2-B).
+// ---------------------------------------------------------------------------
+
+const SYNTHETIC_OM: OrganizationModel = {
+  ...DEFAULT_ORGANIZATION_MODEL,
+  knowledge: {
+    nodes: [
+      {
+        id: 'knowledge.test-playbook-1',
+        kind: 'playbook',
+        title: 'Test Playbook',
+        summary: 'Test playbook summary.',
+        body: '## Overview\n\nContent.',
+        links: [{ nodeId: 'feature:sales.crm' }, { nodeId: 'feature:sales.lead-gen' }],
+        ownerIds: [],
+        updatedAt: '2026-01-01'
+      },
+      {
+        id: 'knowledge.test-strategy-1',
+        kind: 'strategy',
+        title: 'Test Strategy',
+        summary: 'Test strategy summary.',
+        body: '## Strategy\n\nContent.',
+        links: [{ nodeId: 'feature:sales.lead-gen' }],
+        ownerIds: [],
+        updatedAt: '2026-01-02'
+      },
+      {
+        id: 'knowledge.test-reference-1',
+        kind: 'reference',
+        title: 'Test Reference',
+        summary: 'Test reference summary.',
+        body: '## Reference\n\nContent.',
+        links: [],
+        ownerIds: [],
+        updatedAt: '2026-01-03'
+      }
+    ]
+  }
+}
+
+describe('buildOrganizationGraph with knowledge', () => {
+  const graph = buildOrganizationGraph({ organizationModel: SYNTHETIC_OM })
+
+  it('emits a knowledge node for each synthetic node', () => {
+    const knowledgeNodes = graph.nodes.filter((n) => n.kind === 'knowledge')
+    expect(knowledgeNodes.length).toBe(SYNTHETIC_OM.knowledge.nodes.length)
+  })
+
+  it('knowledge nodes carry sourceId matching the OM node id', () => {
+    for (const omNode of SYNTHETIC_OM.knowledge.nodes) {
+      const graphNode = graph.nodes.find((n) => n.sourceId === omNode.id)
+      expect(graphNode).toBeDefined()
+      expect(graphNode?.kind).toBe('knowledge')
+      expect(graphNode?.label).toBe(omNode.title)
+    }
+  })
+
+  it('emits governs edges for nodes that have links', () => {
+    const governsEdges = graph.edges.filter((e) => e.kind === 'governs')
+    const totalLinks = SYNTHETIC_OM.knowledge.nodes.reduce((sum, n) => sum + n.links.length, 0)
+    expect(governsEdges.length).toBe(totalLinks)
+  })
+
+  it('links targetId resolves to an existing graph node id for at least one node', () => {
+    const nodeWithLinks = SYNTHETIC_OM.knowledge.nodes.find((n) => n.links.length > 0)
+    expect(nodeWithLinks).toBeDefined()
+
+    const graphNodeIds = new Set(graph.nodes.map((n) => n.id))
+    for (const link of nodeWithLinks!.links) {
+      expect(graphNodeIds.has(link.nodeId)).toBe(true)
+    }
+  })
+
+  it('DEFAULT_ORGANIZATION_MODEL produces zero knowledge nodes in graph', () => {
+    const defaultGraph = buildOrganizationGraph({ organizationModel: DEFAULT_ORGANIZATION_MODEL })
+    const defaultKnowledgeNodes = defaultGraph.nodes.filter((n) => n.kind === 'knowledge')
+    expect(defaultKnowledgeNodes).toHaveLength(0)
+  })
+})

package/src/organization-model/contracts.ts

@@ -1,15 +1,17 @@
-export const PROJECTS_FEATURE_ID = 'projects' as const
-export const PROJECTS_INDEX_SURFACE_ID = 'projects.index' as const
-export const PROJECTS_VIEW_CAPABILITY_ID = 'delivery.projects.view' as const
-
-export const SALES_FEATURE_ID = 'crm' as const
-export const PROSPECTING_FEATURE_ID = 'lead-gen' as const
-export const OPERATIONS_FEATURE_ID = 'operations' as const
-export const MONITORING_FEATURE_ID = 'monitoring' as const
-export const SETTINGS_FEATURE_ID = 'settings' as const
-export const SEO_FEATURE_ID = 'seo' as const
-
-export const SALES_PIPELINE_SURFACE_ID = 'crm.pipeline' as const
-export const PROSPECTING_LISTS_SURFACE_ID = 'lead-gen.lists' as const
-export const OPERATIONS_COMMAND_VIEW_SURFACE_ID = 'operations.command-view' as const
-export const SETTINGS_ROLES_SURFACE_ID = 'settings.roles' as const
+export const KNOWLEDGE_FEATURE_ID = 'knowledge' as const
+
+export const PROJECTS_FEATURE_ID = 'projects' as const
+export const PROJECTS_INDEX_SURFACE_ID = 'projects.index' as const
+export const PROJECTS_VIEW_CAPABILITY_ID = 'delivery.projects.view' as const
+
+export const SALES_FEATURE_ID = 'crm' as const
+export const PROSPECTING_FEATURE_ID = 'lead-gen' as const
+export const OPERATIONS_FEATURE_ID = 'operations' as const
+export const MONITORING_FEATURE_ID = 'monitoring' as const
+export const SETTINGS_FEATURE_ID = 'settings' as const
+export const SEO_FEATURE_ID = 'seo' as const
+
+export const SALES_PIPELINE_SURFACE_ID = 'crm.pipeline' as const
+export const PROSPECTING_LISTS_SURFACE_ID = 'lead-gen.lists' as const
+export const OPERATIONS_COMMAND_VIEW_SURFACE_ID = 'knowledge.command-view' as const
+export const SETTINGS_ROLES_SURFACE_ID = 'settings.roles' as const

package/src/organization-model/defaults.ts

@@ -1,17 +1,33 @@
+/**
+ * Fixture-only stub for the generic OrganizationModel merge base.
+ *
+ * This constant is used by:
+ *   - `resolveOrganizationModel()` as the deep-merge base for every org's config
+ *   - Unit tests and snapshot fixtures that need a structurally valid OrganizationModel
+ *
+ * It intentionally does NOT contain Elevasis-specific identity or knowledge content.
+ * Runtime consumers that need the full Elevasis canonical model should import
+ * `canonicalOrganizationModel` from `@repo/elevasis-core` instead.
+ */
 import type { OrganizationModel } from './types'
 import { DEFAULT_ORGANIZATION_MODEL_BRANDING } from './domains/branding'
 import { DEFAULT_ORGANIZATION_MODEL_IDENTITY } from './domains/identity'
 import { DEFAULT_ORGANIZATION_MODEL_CUSTOMERS } from './domains/customers'
-import { DEFAULT_ORGANIZATION_MODEL_OFFERINGS } from './domains/offerings'
+import { DEFAULT_ORGANIZATION_MODEL_OFFERINGS } from './domains/offerings'
 import { DEFAULT_ORGANIZATION_MODEL_SALES } from './domains/sales'
 import { DEFAULT_ORGANIZATION_MODEL_PROJECTS } from './domains/projects'
 import { DEFAULT_ORGANIZATION_MODEL_PROSPECTING } from './domains/prospecting'
 import { DEFAULT_ORGANIZATION_MODEL_OPERATIONS } from './domains/operations'
 import { DEFAULT_ORGANIZATION_MODEL_ROLES } from './domains/roles'
 import { DEFAULT_ORGANIZATION_MODEL_GOALS } from './domains/goals'
-import { DEFAULT_ORGANIZATION_MODEL_STATUSES } from './domains/statuses'
-
-export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
+import { DEFAULT_ORGANIZATION_MODEL_STATUSES } from './domains/statuses'
+import type { KnowledgeDomain } from './domains/knowledge'
+
+export const DEFAULT_ORGANIZATION_MODEL_KNOWLEDGE: KnowledgeDomain = {
+  nodes: []
+}
+
+export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
   version: 1,
   features: [
     {
@@ -19,16 +35,39 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
       label: 'Dashboard',
       enabled: true,
       path: '/',
-      icon: 'dashboard',
+      icon: 'feature.dashboard',
       uiPosition: 'sidebar-primary'
     },
+    {
+      id: 'identity',
+      label: 'Identity',
+      description: 'Company identity, positioning, and market context',
+      enabled: true,
+      color: 'indigo'
+    },
+    {
+      id: 'platform',
+      label: 'Platform',
+      description: 'Elevasis platform architecture, capabilities, and implementation patterns',
+      enabled: true,
+      color: 'cyan',
+      icon: 'feature.platform'
+    },
+    {
+      id: 'finance',
+      label: 'Finance',
+      description: 'Finance operations, accounting, billing, reconciliation, and tax prep',
+      enabled: true,
+      color: 'green',
+      icon: 'feature.finance'
+    },
     {
       id: 'sales',
       label: 'Sales',
       description: 'Revenue workflows and customer acquisition',
       enabled: true,
       color: 'blue',
-      icon: 'crm',
+      icon: 'feature.sales',
       uiPosition: 'sidebar-primary'
     },
     {
@@ -37,7 +76,7 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
       description: 'Relationship pipeline and deal management',
       enabled: true,
       color: 'blue',
-      icon: 'crm',
+      icon: 'feature.crm',
       path: '/crm'
     },
     {
@@ -46,7 +85,7 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
       description: 'Prospecting, qualification, and outreach preparation',
       enabled: true,
       color: 'cyan',
-      icon: 'lead-gen',
+      icon: 'feature.lead-gen',
       path: '/lead-gen'
     },
     {
@@ -55,7 +94,7 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
       description: 'Projects, milestones, and client work execution',
       enabled: true,
       color: 'orange',
-      icon: 'projects',
+      icon: 'feature.projects',
       path: '/projects',
       uiPosition: 'sidebar-primary'
     },
@@ -65,14 +104,14 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
       description: 'Operational resources, topology, and orchestration visibility',
       enabled: true,
       color: 'violet',
-      icon: 'operations',
+      icon: 'feature.operations',
       uiPosition: 'sidebar-primary'
     },
     {
-      id: 'operations.command-view',
+      id: 'knowledge.command-view',
       label: 'Command View',
       enabled: true,
-      path: '/operations/command-view',
+      path: '/knowledge/command-view',
       devOnly: true
     },
     {
@@ -151,7 +190,7 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
       id: 'settings',
       label: 'Settings',
       enabled: true,
-      icon: 'settings',
+      icon: 'feature.settings',
       uiPosition: 'sidebar-bottom'
     },
     {
@@ -207,7 +246,7 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
       label: 'Admin',
       enabled: true,
       path: '/admin',
-      icon: 'settings',
+      icon: 'feature.admin',
       uiPosition: 'sidebar-bottom',
       requiresAdmin: true
     },
@@ -246,7 +285,7 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
       label: 'Archive',
       enabled: true,
       path: '/archive',
-      icon: 'archive',
+      icon: 'feature.archive',
       uiPosition: 'sidebar-bottom',
       devOnly: true
     },
@@ -267,6 +306,21 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
       label: 'SEO',
       enabled: false,
       path: '/seo'
+    },
+    {
+      id: 'knowledge',
+      label: 'Knowledge',
+      description: 'Operational knowledge, playbooks, and strategy docs',
+      enabled: true,
+      color: 'teal',
+      icon: 'feature.knowledge',
+      uiPosition: 'sidebar-primary'
+    },
+    {
+      id: 'knowledge.base',
+      label: 'Knowledge Base',
+      enabled: true,
+      path: '/knowledge'
     }
   ],
   branding: DEFAULT_ORGANIZATION_MODEL_BRANDING,
@@ -274,11 +328,12 @@ export const DEFAULT_ORGANIZATION_MODEL: OrganizationModel = {
   sales: DEFAULT_ORGANIZATION_MODEL_SALES,
   prospecting: DEFAULT_ORGANIZATION_MODEL_PROSPECTING,
   projects: DEFAULT_ORGANIZATION_MODEL_PROJECTS,
-  identity: DEFAULT_ORGANIZATION_MODEL_IDENTITY,
-  customers: DEFAULT_ORGANIZATION_MODEL_CUSTOMERS,
-  offerings: DEFAULT_ORGANIZATION_MODEL_OFFERINGS,
+  identity: DEFAULT_ORGANIZATION_MODEL_IDENTITY,
+  customers: DEFAULT_ORGANIZATION_MODEL_CUSTOMERS,
+  offerings: DEFAULT_ORGANIZATION_MODEL_OFFERINGS,
   roles: DEFAULT_ORGANIZATION_MODEL_ROLES,
   goals: DEFAULT_ORGANIZATION_MODEL_GOALS,
   statuses: DEFAULT_ORGANIZATION_MODEL_STATUSES,
-  operations: DEFAULT_ORGANIZATION_MODEL_OPERATIONS
+  operations: DEFAULT_ORGANIZATION_MODEL_OPERATIONS,
+  knowledge: DEFAULT_ORGANIZATION_MODEL_KNOWLEDGE
 }

package/src/organization-model/domains/knowledge.ts

@@ -0,0 +1,53 @@
+import { z } from 'zod'
+import { IconNameSchema, ModelIdSchema } from './shared'
+import { NodeIdStringSchema } from './features'
+
+// ---------------------------------------------------------------------------
+// KnowledgeLink — a typed graph link pointing to another OM node.
+// Uses NodeIdStringSchema (kind:dotted-path) to resolve to a graph node.
+// Phase 1 only emits 'governs' edges from knowledge nodes.
+// ---------------------------------------------------------------------------
+
+export const KnowledgeLinkSchema = z.object({
+  nodeId: NodeIdStringSchema
+})
+
+// ---------------------------------------------------------------------------
+// OrgKnowledgeNode — single schema, `kind` discriminator drives presentation.
+// Phase 1: body is raw MDX string (lossless migration from operations/ docs).
+// Phase 2 (deferred): structured block format (Supabase-backed authoring).
+// ---------------------------------------------------------------------------
+
+export const OrgKnowledgeKindSchema = z.enum(['playbook', 'strategy', 'reference'])
+
+export const OrgKnowledgeNodeSchema = z.object({
+  id: ModelIdSchema,
+  kind: OrgKnowledgeKindSchema,
+  title: z.string().trim().min(1).max(200),
+  summary: z.string().trim().min(1).max(1000),
+  icon: IconNameSchema.optional(),
+  /** Raw MDX string. Phase 2 will introduce a structured block format. */
+  body: z.string().trim().min(1),
+  /**
+   * Graph links to other OM nodes this knowledge node governs.
+   * Each link emits a `governs` edge: knowledge-node -> target node.
+   */
+  links: z.array(KnowledgeLinkSchema).default([]),
+  /** Identifiers of the roles or members who own this knowledge node. */
+  ownerIds: z.array(ModelIdSchema).default([]),
+  /** ISO date string (YYYY-MM-DD or full ISO 8601) of last meaningful update. */
+  updatedAt: z.string().trim().min(1).max(50)
+})
+
+// ---------------------------------------------------------------------------
+// Domain schema — flat array of knowledge nodes
+// ---------------------------------------------------------------------------
+
+export const KnowledgeDomainSchema = z.object({
+  nodes: z.array(OrgKnowledgeNodeSchema).default([])
+})
+
+export type OrgKnowledgeNode = z.infer<typeof OrgKnowledgeNodeSchema>
+export type OrgKnowledgeKind = z.infer<typeof OrgKnowledgeKindSchema>
+export type KnowledgeLink = z.infer<typeof KnowledgeLinkSchema>
+export type KnowledgeDomain = z.infer<typeof KnowledgeDomainSchema>