@elevasis/core 0.30.0 → 0.32.0

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

@@ -1,94 +1,122 @@
-import { z } from 'zod'
-
-// ---------------------------------------------------------------------------
-// Business hours — simplest shape that captures weekday ranges.
-// Each day of the week is optional; when present it holds open/close times
-// in "HH:MM" 24-hour format. An empty object (default) means "not configured".
-// ---------------------------------------------------------------------------
-
-export const BusinessHoursDaySchema = z.object({
-  open: z
-    .string()
-    .trim()
-    .regex(/^\d{2}:\d{2}$/, 'Expected HH:MM format'),
-  close: z
-    .string()
-    .trim()
-    .regex(/^\d{2}:\d{2}$/, 'Expected HH:MM format')
-})
-
-export const BusinessHoursSchema = z
-  .object({
-    monday: BusinessHoursDaySchema.optional(),
-    tuesday: BusinessHoursDaySchema.optional(),
-    wednesday: BusinessHoursDaySchema.optional(),
-    thursday: BusinessHoursDaySchema.optional(),
-    friday: BusinessHoursDaySchema.optional(),
-    saturday: BusinessHoursDaySchema.optional(),
-    sunday: BusinessHoursDaySchema.optional()
-  })
-  .default({})
-
-// ---------------------------------------------------------------------------
-// Identity domain schema — legal identity, mission/vision, industry anchors,
-// and temporal/geographic context. Distinct from branding (display identity).
-// ---------------------------------------------------------------------------
-
-export const IdentityDomainSchema = z.object({
-  /** Why the organization exists — one or two plain-language sentences. */
-  mission: z.string().trim().max(1000).default(''),
-  /** Long-term direction the organization is moving toward. */
-  vision: z.string().trim().max(1000).default(''),
-  /** Legal registered name of the entity. */
-  legalName: z.string().trim().max(200).default(''),
-  /**
-   * Type of legal entity (e.g. "LLC", "Corporation", "Sole Proprietor",
-   * "Non-profit"). Free-form string so it covers any jurisdiction.
-   */
-  entityType: z.string().trim().max(100).default(''),
-  /**
-   * Primary jurisdiction of registration or operation
-   * (e.g. "United States – Delaware", "Canada – Ontario").
-   */
-  jurisdiction: z.string().trim().max(200).default(''),
-  /**
-   * Industry category — broad classification (e.g. "Marketing Agency",
-   * "Software / SaaS", "Professional Services").
-   */
-  industryCategory: z.string().trim().max(200).default(''),
-  /**
-   * Geographic focus — where the organization primarily operates or serves
-   * (e.g. "North America", "Global", "Southeast Asia").
-   */
-  geographicFocus: z.string().trim().max(200).default(''),
-  /**
-   * IANA timezone identifier for the organization's primary operating timezone
-   * (e.g. "America/Los_Angeles", "Europe/London", "UTC").
-   */
-  timeZone: z.string().trim().max(100).default('UTC'),
-  /** Typical operating hours per day of week. Empty object means not configured. */
-  businessHours: BusinessHoursSchema,
-  /**
-   * Long-form markdown capturing client context, problem narrative, and domain
-   * background. Populated by /setup; surfaced to agents as organizational context.
-   * Optional — many projects have no external client.
-   */
-  clientBrief: z.string().trim().default('')
-})
-
-// ---------------------------------------------------------------------------
-// Seed — placeholder defaults; external adapters override per organization.
-// ---------------------------------------------------------------------------
-
-export const DEFAULT_ORGANIZATION_MODEL_IDENTITY: z.infer<typeof IdentityDomainSchema> = {
-  mission: '',
-  vision: '',
-  legalName: '',
-  entityType: '',
-  jurisdiction: '',
-  industryCategory: '',
-  geographicFocus: '',
-  timeZone: 'UTC',
-  businessHours: {},
-  clientBrief: ''
-}
+import { z } from 'zod'
+import { DescriptionSchema, LabelSchema } from './shared'
+
+// ---------------------------------------------------------------------------
+// Business hours — simplest shape that captures weekday ranges.
+// Each day of the week is optional; when present it holds open/close times
+// in "HH:MM" 24-hour format. An empty object (default) means "not configured".
+// ---------------------------------------------------------------------------
+
+export const BusinessHoursDaySchema = z.object({
+  open: z
+    .string()
+    .trim()
+    .regex(/^\d{2}:\d{2}$/, 'Expected HH:MM format'),
+  close: z
+    .string()
+    .trim()
+    .regex(/^\d{2}:\d{2}$/, 'Expected HH:MM format')
+})
+
+export const BusinessHoursSchema = z
+  .object({
+    monday: BusinessHoursDaySchema.optional(),
+    tuesday: BusinessHoursDaySchema.optional(),
+    wednesday: BusinessHoursDaySchema.optional(),
+    thursday: BusinessHoursDaySchema.optional(),
+    friday: BusinessHoursDaySchema.optional(),
+    saturday: BusinessHoursDaySchema.optional(),
+    sunday: BusinessHoursDaySchema.optional()
+  })
+  .default({})
+
+// ---------------------------------------------------------------------------
+// Identity domain schema — legal identity, mission/vision, industry anchors,
+// and temporal/geographic context. Distinct from branding (display identity).
+// ---------------------------------------------------------------------------
+
+export const IdentityDomainSchema = z
+  .object({
+    /** Why the organization exists — one or two plain-language sentences. */
+    mission: z.string().trim().max(1000).default(''),
+    /** Long-term direction the organization is moving toward. */
+    vision: z.string().trim().max(1000).default(''),
+    /** Legal registered name of the entity. */
+    legalName: z.string().trim().max(200).default(''),
+    /**
+     * Type of legal entity (e.g. "LLC", "Corporation", "Sole Proprietor",
+     * "Non-profit"). Free-form string so it covers any jurisdiction.
+     */
+    entityType: z.string().trim().max(100).default(''),
+    /**
+     * Primary jurisdiction of registration or operation
+     * (e.g. "United States – Delaware", "Canada – Ontario").
+     */
+    jurisdiction: z.string().trim().max(200).default(''),
+    /**
+     * Industry category — broad classification (e.g. "Marketing Agency",
+     * "Software / SaaS", "Professional Services").
+     */
+    industryCategory: z.string().trim().max(200).default(''),
+    /**
+     * Geographic focus — where the organization primarily operates or serves
+     * (e.g. "North America", "Global", "Southeast Asia").
+     */
+    geographicFocus: z.string().trim().max(200).default(''),
+    /**
+     * IANA timezone identifier for the organization's primary operating timezone
+     * (e.g. "America/Los_Angeles", "Europe/London", "UTC").
+     */
+    timeZone: z.string().trim().max(100).default('UTC'),
+    /** Typical operating hours per day of week. Empty object means not configured. */
+    businessHours: BusinessHoursSchema,
+    /**
+     * Long-form markdown capturing client context, problem narrative, and domain
+     * background. Populated by /setup; surfaced to agents as organizational context.
+     * Optional — many projects have no external client.
+     */
+    clientBrief: z.string().trim().default(''),
+    /**
+     * Display name of the organization as shown to end users.
+     * Recommended placement for display naming — prefer this over the deprecated
+     * `branding.organizationName`. Falls back to `branding.organizationName` for
+     * legacy tenants that have not yet migrated.
+     */
+    organizationName: LabelSchema.optional(),
+    /**
+     * Display name of the primary product or platform.
+     * Recommended placement for display naming — prefer this over the deprecated
+     * `branding.productName`. Falls back to `branding.productName` for legacy tenants.
+     */
+    productName: LabelSchema.optional(),
+    /**
+     * Short abbreviated name used in space-constrained UI surfaces (max 40 chars).
+     * Recommended placement for display naming — prefer this over the deprecated
+     * `branding.shortName`. Falls back to `branding.shortName` for legacy tenants.
+     */
+    shortName: z.string().trim().min(1).max(40).optional(),
+    /**
+     * Plain-language description of the organization for display and discovery.
+     * Recommended placement for display naming — prefer this over the deprecated
+     * `branding.description`. Falls back to `branding.description` for legacy tenants.
+     */
+    description: DescriptionSchema.optional()
+  })
+  .passthrough()
+
+// ---------------------------------------------------------------------------
+// Seed — placeholder defaults; external adapters override per organization.
+// ---------------------------------------------------------------------------
+
+export const DEFAULT_ORGANIZATION_MODEL_IDENTITY: z.infer<typeof IdentityDomainSchema> = {
+  mission: '',
+  vision: '',
+  legalName: '',
+  entityType: '',
+  jurisdiction: '',
+  industryCategory: '',
+  geographicFocus: '',
+  timeZone: 'UTC',
+  businessHours: {},
+  clientBrief: ''
+}

package/src/organization-model/domains/sales.test.ts

@@ -1,12 +1,5 @@
 import { describe, expect, it } from 'vitest'
-import {
-  ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE,
-  ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE,
-  LEAD_GEN_PIPELINE_DEFINITIONS,
-  findPipeline,
-  getValidStatesForStage,
-  type StatefulPipelineDefinition
-} from './sales'
+import { findPipeline, getValidStatesForStage, type StatefulPipelineDefinition } from './sales'
 
 const TEST_CRM_PIPELINE: StatefulPipelineDefinition = {
   pipelineKey: 'crm',
@@ -26,6 +19,23 @@ const TEST_CRM_PIPELINE: StatefulPipelineDefinition = {
   ]
 }
 
+const TEST_LEAD_GEN_PIPELINE: StatefulPipelineDefinition = {
+  pipelineKey: 'lead-gen',
+  label: 'Lead Gen',
+  entityKey: 'leadgen.contact',
+  stages: [
+    {
+      stageKey: 'outreach',
+      label: 'Outreach',
+      color: 'blue',
+      states: [
+        { stateKey: 'personalized', label: 'Personalized' },
+        { stateKey: 'contacted', label: 'Contacted' }
+      ]
+    }
+  ]
+}
+
 describe('sales domain published surface', () => {
   it('does not export Elevasis CRM runtime constants from the generic core sales domain', async () => {
     const sales = await import('./sales')
@@ -40,6 +50,18 @@ describe('sales domain published surface', () => {
       ])
     )
   })
+
+  it('does not export Elevasis lead-gen pipeline constants from the generic core sales domain', async () => {
+    const sales = await import('./sales')
+
+    expect(Object.keys(sales)).not.toEqual(
+      expect.arrayContaining([
+        'ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE',
+        'ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE',
+        'LEAD_GEN_PIPELINE_DEFINITIONS'
+      ])
+    )
+  })
 })
 
 describe('getValidStatesForStage', () => {
@@ -64,8 +86,8 @@ describe('getValidStatesForStage', () => {
     expect(getValidStatesForStage(TEST_CRM_PIPELINE, 'Interested')).toEqual([])
   })
 
-  it('works with the lead-gen member pipeline for known stage', () => {
-    const states = getValidStatesForStage(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE, 'outreach')
+  it('works with a caller-supplied lead-gen pipeline for a known stage', () => {
+    const states = getValidStatesForStage(TEST_LEAD_GEN_PIPELINE, 'outreach')
     expect(states.length).toBeGreaterThan(0)
     expect(states.map((s) => s.stateKey)).toContain('personalized')
   })
@@ -73,12 +95,12 @@ describe('getValidStatesForStage', () => {
 
 describe('findPipeline', () => {
   it('finds a pipeline by pipelineKey when present', () => {
-    const found = findPipeline(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member'], 'lead-gen')
-    expect(found).toBe(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE)
+    const found = findPipeline([TEST_LEAD_GEN_PIPELINE], 'lead-gen')
+    expect(found).toBe(TEST_LEAD_GEN_PIPELINE)
   })
 
   it('returns undefined for an unknown pipelineKey', () => {
-    const found = findPipeline(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member'], 'crm')
+    const found = findPipeline([TEST_LEAD_GEN_PIPELINE], 'crm')
     expect(found).toBeUndefined()
   })
 
@@ -87,18 +109,3 @@ describe('findPipeline', () => {
     expect(found).toBeUndefined()
   })
 })
-
-describe('LEAD_GEN_PIPELINE_DEFINITIONS', () => {
-  it('has entries for acq.list-member and acq.list-company', () => {
-    expect(LEAD_GEN_PIPELINE_DEFINITIONS).toHaveProperty('acq.list-member')
-    expect(LEAD_GEN_PIPELINE_DEFINITIONS).toHaveProperty('acq.list-company')
-  })
-
-  it('acq.list-member entry contains the ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE', () => {
-    expect(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member']).toContain(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE)
-  })
-
-  it('acq.list-company entry contains the ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE', () => {
-    expect(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-company']).toContain(ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE)
-  })
-})

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

@@ -130,88 +130,3 @@ export interface CrmNextActionRuleConfig {
   /** Fallback action key when ownership === 'us' and no explicit mapping matches. */
   ownershipUsFallback?: string | null
 }
-
-/** Common states that appear across multiple stages. */
-const PENDING_STATE: StatefulStateDefinition = { stateKey: 'pending', label: 'Pending' }
-
-/**
- * Lead-gen pipeline definition for acq_list_members (contacts).
- * Three stages matching the post-restructure sales subdomain tree.
- *
- * Note: members visit outreach and prospecting states depending on which
- * workflow last processed them. stage_key is set per-transition by the workflow.
- */
-export const ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE: StatefulPipelineDefinition = {
-  pipelineKey: 'lead-gen',
-  label: 'Lead Generation',
-  entityKey: 'acq.list-member',
-  stages: [
-    {
-      stageKey: 'outreach',
-      label: 'Outreach',
-      states: [
-        PENDING_STATE,
-        { stateKey: 'personalized', label: 'Personalized' },
-        { stateKey: 'uploaded', label: 'Uploaded' },
-        { stateKey: 'interested', label: 'Interested' }
-      ]
-    },
-    {
-      stageKey: 'prospecting',
-      label: 'Prospecting',
-      states: [
-        PENDING_STATE,
-        { stateKey: 'discovered', label: 'Discovered' },
-        { stateKey: 'verified', label: 'Verified' }
-      ]
-    },
-    {
-      stageKey: 'qualification',
-      label: 'Qualification',
-      states: [PENDING_STATE]
-    }
-  ]
-}
-
-/**
- * Lead-gen pipeline definition for acq_list_companies.
- * Three stages matching the post-restructure sales subdomain tree.
- *
- * Note: companies visit prospecting and qualification states depending on which
- * workflow last processed them. stage_key is set per-transition by the workflow.
- */
-export const ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE: StatefulPipelineDefinition = {
-  pipelineKey: 'lead-gen',
-  label: 'Lead Generation',
-  entityKey: 'acq.list-company',
-  stages: [
-    {
-      stageKey: 'outreach',
-      label: 'Outreach',
-      states: [PENDING_STATE, { stateKey: 'uploaded', label: 'Uploaded' }]
-    },
-    {
-      stageKey: 'prospecting',
-      label: 'Prospecting',
-      states: [
-        PENDING_STATE,
-        { stateKey: 'populated', label: 'Populated' },
-        { stateKey: 'extracted', label: 'Extracted' }
-      ]
-    },
-    {
-      stageKey: 'qualification',
-      label: 'Qualification',
-      states: [PENDING_STATE, { stateKey: 'qualified', label: 'Qualified' }]
-    }
-  ]
-}
-
-/**
- * All lead-gen pipeline definitions indexed by entity key.
- * Use findPipeline() to locate a definition by pipeline_key within any array.
- */
-export const LEAD_GEN_PIPELINE_DEFINITIONS: Record<string, StatefulPipelineDefinition[]> = {
-  'acq.list-member': [ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE],
-  'acq.list-company': [ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE]
-}

package/src/organization-model/published.ts

@@ -180,7 +180,6 @@ export {
   SlashCommandInvocationSchema
 } from './domains/actions'
 export {
-  DEFAULT_ORGANIZATION_MODEL_ENTITIES,
   defineEntity,
   defineEntities,
   EntitiesDomainSchema,

package/src/organization-model/schema.ts

@@ -11,7 +11,7 @@ import { SystemsDomainSchema, DEFAULT_ORGANIZATION_MODEL_SYSTEMS } from './domai
 import { ResourcesDomainSchema, DEFAULT_ORGANIZATION_MODEL_RESOURCES } from './domains/resources'
 import { OmTopologyDomainSchema, DEFAULT_ORGANIZATION_MODEL_TOPOLOGY } from './domains/topology'
 import { ActionsDomainSchema, DEFAULT_ORGANIZATION_MODEL_ACTIONS } from './domains/actions'
-import { EntitiesDomainSchema, DEFAULT_ORGANIZATION_MODEL_ENTITIES } from './domains/entities'
+import { EntitiesDomainSchema } from './domains/entities'
 import { PoliciesDomainSchema, DEFAULT_ORGANIZATION_MODEL_POLICIES } from './domains/policies'
 import { DEFAULT_ONTOLOGY_SCOPE, OntologyScopeSchema } from './ontology'
 import { refineOrganizationModel } from './schema-refinements'
@@ -104,7 +104,7 @@ const OrganizationModelSchemaBase = z.object({
   resources: ResourcesDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_RESOURCES),
   topology: OmTopologyDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_TOPOLOGY),
   actions: ActionsDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_ACTIONS),
-  entities: EntitiesDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_ENTITIES),
+  entities: EntitiesDomainSchema.default({}),
   policies: PoliciesDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_POLICIES),
   // D3: flat Record<id, OrgKnowledgeNode> — no wrapper object
   knowledge: KnowledgeDomainSchema.default({})

package/src/reference/_generated/contracts.md

@@ -3072,100 +3072,6 @@ export interface StatefulPipelineDefinition {
 }
 ```
 
-### `ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE`
-
-```typescript
-/**
- * Lead-gen pipeline definition for acq_list_members (contacts).
- * Three stages matching the post-restructure sales subdomain tree.
- *
- * Note: members visit outreach and prospecting states depending on which
- * workflow last processed them. stage_key is set per-transition by the workflow.
- */
-export const ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE: StatefulPipelineDefinition = {
-  pipelineKey: 'lead-gen',
-  label: 'Lead Generation',
-  entityKey: 'acq.list-member',
-  stages: [
-    {
-      stageKey: 'outreach',
-      label: 'Outreach',
-      states: [
-        PENDING_STATE,
-        { stateKey: 'personalized', label: 'Personalized' },
-        { stateKey: 'uploaded', label: 'Uploaded' },
-        { stateKey: 'interested', label: 'Interested' }
-      ]
-    },
-    {
-      stageKey: 'prospecting',
-      label: 'Prospecting',
-      states: [
-        PENDING_STATE,
-        { stateKey: 'discovered', label: 'Discovered' },
-        { stateKey: 'verified', label: 'Verified' }
-      ]
-    },
-    {
-      stageKey: 'qualification',
-      label: 'Qualification',
-      states: [PENDING_STATE]
-    }
-  ]
-}
-```
-
-### `ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE`
-
-```typescript
-/**
- * Lead-gen pipeline definition for acq_list_companies.
- * Three stages matching the post-restructure sales subdomain tree.
- *
- * Note: companies visit prospecting and qualification states depending on which
- * workflow last processed them. stage_key is set per-transition by the workflow.
- */
-export const ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE: StatefulPipelineDefinition = {
-  pipelineKey: 'lead-gen',
-  label: 'Lead Generation',
-  entityKey: 'acq.list-company',
-  stages: [
-    {
-      stageKey: 'outreach',
-      label: 'Outreach',
-      states: [PENDING_STATE, { stateKey: 'uploaded', label: 'Uploaded' }]
-    },
-    {
-      stageKey: 'prospecting',
-      label: 'Prospecting',
-      states: [
-        PENDING_STATE,
-        { stateKey: 'populated', label: 'Populated' },
-        { stateKey: 'extracted', label: 'Extracted' }
-      ]
-    },
-    {
-      stageKey: 'qualification',
-      label: 'Qualification',
-      states: [PENDING_STATE, { stateKey: 'qualified', label: 'Qualified' }]
-    }
-  ]
-}
-```
-
-### `LEAD_GEN_PIPELINE_DEFINITIONS`
-
-```typescript
-/**
- * All lead-gen pipeline definitions indexed by entity key.
- * Use findPipeline() to locate a definition by pipeline_key within any array.
- */
-export const LEAD_GEN_PIPELINE_DEFINITIONS: Record<string, StatefulPipelineDefinition[]> = {
-  'acq.list-member': [ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE],
-  'acq.list-company': [ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE]
-}
-```
-
 ### `PaginationParams`
 
 ```typescript

package/src/supabase/database.types.ts

@@ -1465,6 +1465,51 @@ export type Database = {
           },
         ]
       }
+      deployment_organization_models: {
+        Row: {
+          created_at: string
+          deployment_id: string
+          model_hash: string | null
+          organization_id: string
+          organization_model: Json
+          schema_version: string
+          updated_at: string
+        }
+        Insert: {
+          created_at?: string
+          deployment_id: string
+          model_hash?: string | null
+          organization_id: string
+          organization_model: Json
+          schema_version?: string
+          updated_at?: string
+        }
+        Update: {
+          created_at?: string
+          deployment_id?: string
+          model_hash?: string | null
+          organization_id?: string
+          organization_model?: Json
+          schema_version?: string
+          updated_at?: string
+        }
+        Relationships: [
+          {
+            foreignKeyName: "deployment_organization_models_deployment_id_fkey"
+            columns: ["deployment_id"]
+            isOneToOne: true
+            referencedRelation: "deployments"
+            referencedColumns: ["id"]
+          },
+          {
+            foreignKeyName: "deployment_organization_models_organization_id_fkey"
+            columns: ["organization_id"]
+            isOneToOne: false
+            referencedRelation: "organizations"
+            referencedColumns: ["id"]
+          },
+        ]
+      }
       deployments: {
         Row: {
           created_at: string