@elevasis/core 0.40.0 → 0.42.0

package/src/organization-model/schema-refinements.ts

@@ -31,10 +31,10 @@ function asRoleHolderArray(heldBy: NonNullable<OrganizationModel['roles'][string
 function isKnowledgeKindCompatibleWithTarget(knowledgeKind: string, targetKind: string): boolean {
   if (knowledgeKind === 'reference') return true
   if (knowledgeKind === 'playbook') {
-    return ['system', 'resource', 'stage', 'action', 'ontology'].includes(targetKind)
+    return ['system', 'client', 'resource', 'stage', 'action', 'ontology'].includes(targetKind)
   }
   if (knowledgeKind === 'strategy') {
-    return ['system', 'goal', 'offering', 'customer-segment', 'ontology'].includes(targetKind)
+    return ['system', 'client', 'goal', 'offering', 'customer-segment', 'ontology'].includes(targetKind)
   }
   return false
 }

package/src/organization-model/schema.ts

@@ -15,12 +15,106 @@ 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'
+import { JsonValueSchema } from './domains/systems'
+import { LabelSchema, ModelIdSchema } from './domains/shared'
+
+export const ClientProfileIdSchema = z.string().uuid()
+export const ClientProfileStatusSchema = z.enum(['active', 'onboarding', 'paused', 'completed', 'churned'])
+export const ClientProfileSourceSchema = z
+  .string()
+  .trim()
+  .min(1)
+  .max(64)
+  .regex(/^[a-z][a-z0-9_]*$/, 'Source must use lowercase letters, numbers, and underscores')
+
+export const ClientProfileIdentitySchema = z
+  .object({
+    organizationName: LabelSchema.optional(),
+    shortName: z.string().trim().min(1).max(40).optional(),
+    clientBrief: z.string().trim().max(4000).default(''),
+    geographicFocus: z.array(z.string().trim().min(1).max(200)).default([]),
+    timeZone: z.string().trim().min(1).max(100).default('UTC')
+  })
+  .passthrough()
+  .default({
+    clientBrief: '',
+    geographicFocus: [],
+    timeZone: 'UTC'
+  })
+
+export const ClientProfileBrandingSchema = z
+  .object({
+    voice: z.string().trim().max(280).optional(),
+    tagline: z.string().trim().max(200).optional(),
+    values: z.array(z.string().trim().min(1).max(100)).default([])
+  })
+  .passthrough()
+  .default({
+    values: []
+  })
+
+export const ClientProfileWorkspaceSchema = z
+  .object({
+    kind: z.enum(['external-project', 'internal-project', 'none']).optional(),
+    owner: z.enum(['developer', 'client', 'platform']).optional(),
+    projectId: z.string().trim().min(1).max(200).optional(),
+    workspacePath: z.string().trim().min(1).max(500).optional()
+  })
+  .passthrough()
+  .default({})
+
+export const ClientProfileLinksSchema = z
+  .object({
+    projectIds: z.array(z.string().uuid()).default([]),
+    primaryCompanyId: z.string().uuid().optional(),
+    primaryContactId: z.string().uuid().optional(),
+    sourceDealId: z.string().uuid().optional()
+  })
+  .default({
+    projectIds: []
+  })
+
+export const ClientProfilePromptsSchema = z
+  .object({
+    defaultContext: z.string().trim().max(8000).default('')
+  })
+  .passthrough()
+  .default({
+    defaultContext: ''
+  })
+
+export const ClientProfileSchema = z
+  .object({
+    id: ClientProfileIdSchema,
+    slug: ModelIdSchema,
+    name: LabelSchema,
+    status: ClientProfileStatusSchema.default('onboarding'),
+    source: ClientProfileSourceSchema.optional(),
+    identity: ClientProfileIdentitySchema,
+    branding: ClientProfileBrandingSchema,
+    workspace: ClientProfileWorkspaceSchema,
+    links: ClientProfileLinksSchema,
+    prompts: ClientProfilePromptsSchema,
+    config: z.record(z.string().trim().min(1).max(200), JsonValueSchema).default({}),
+    customValues: z.record(z.string().trim().min(1).max(200), JsonValueSchema).default({})
+  })
+  .strict()
+
+export const ClientProfilesDomainSchema = z
+  .record(ClientProfileIdSchema, ClientProfileSchema)
+  .refine((record) => Object.entries(record).every(([key, entry]) => entry.id === key), {
+    message: 'Each client profile id must match its map key'
+  })
+  .default({})
+
+export const DEFAULT_ORGANIZATION_MODEL_CLIENTS: z.infer<typeof ClientProfilesDomainSchema> = {}
 
 // Phase 4 cut: 'sales', 'prospecting', 'projects', 'statuses' removed.
 // domainMetadata.knowledge covers versioning for the knowledge flat-map (D7).
 export const OrganizationModelDomainKeySchema = z.enum([
   'branding',
   'identity',
+  'clients',
   'customers',
   'offerings',
   'roles',
@@ -46,6 +140,7 @@ export const DEFAULT_ORGANIZATION_MODEL_DOMAIN_METADATA: Record<
 > = {
   branding: { version: 1, lastModified: '2026-05-10' },
   identity: { version: 1, lastModified: '2026-05-10' },
+  clients: { version: 1, lastModified: '2026-05-30' },
   customers: { version: 1, lastModified: '2026-05-10' },
   offerings: { version: 1, lastModified: '2026-05-10' },
   roles: { version: 1, lastModified: '2026-05-10' },
@@ -64,6 +159,7 @@ export const OrganizationModelDomainMetadataByDomainSchema = z
   .object({
     branding: OrganizationModelDomainMetadataSchema,
     identity: OrganizationModelDomainMetadataSchema,
+    clients: OrganizationModelDomainMetadataSchema,
     customers: OrganizationModelDomainMetadataSchema,
     offerings: OrganizationModelDomainMetadataSchema,
     roles: OrganizationModelDomainMetadataSchema,
@@ -107,6 +203,7 @@ const OrganizationModelSchemaBase = z.object({
   branding: OrganizationModelBrandingSchema.default(DEFAULT_ORGANIZATION_MODEL_BRANDING),
   navigation: OrganizationModelNavigationSchema,
   identity: IdentityDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_IDENTITY),
+  clients: ClientProfilesDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_CLIENTS),
   customers: CustomersDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_CUSTOMERS),
   offerings: OfferingsDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_OFFERINGS),
   roles: RolesDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_ROLES),

package/src/organization-model/snapshot-hash.ts

@@ -42,7 +42,6 @@ function deterministicStringify(value: unknown): string {
  */
 export function canonicalStringifyOrganizationModel(model: OrganizationModel): string {
   // Shallow-clone to strip snapshotHash without mutating the caller's object.
-  // eslint-disable-next-line @typescript-eslint/no-unused-vars
   const { snapshotHash: _snapshotHash, domainMetadata, ...rest } = model
 
   // Strip lastModified from each domain metadata entry so volatile dates do not
@@ -51,7 +50,6 @@ export function canonicalStringifyOrganizationModel(model: OrganizationModel): s
     ? Object.fromEntries(
         Object.entries(domainMetadata).map(([domain, meta]) => {
           if (meta === null || typeof meta !== 'object') return [domain, meta]
-          // eslint-disable-next-line @typescript-eslint/no-unused-vars
           const { lastModified: _lastModified, ...metaRest } = meta as Record<string, unknown>
           return [domain, metaRest]
         })

package/src/organization-model/types.ts

@@ -110,7 +110,16 @@ import {
   OrganizationModelDomainKeySchema,
   OrganizationModelDomainMetadataByDomainSchema,
   OrganizationModelDomainMetadataSchema,
-  OrganizationModelSchema
+  OrganizationModelSchema,
+  ClientProfileBrandingSchema,
+  ClientProfileIdentitySchema,
+  ClientProfileLinksSchema,
+  ClientProfilePromptsSchema,
+  ClientProfileSchema,
+  ClientProfileSourceSchema,
+  ClientProfileStatusSchema,
+  ClientProfileWorkspaceSchema,
+  ClientProfilesDomainSchema
 } from './schema'
 
 export type OrganizationModel = z.infer<typeof OrganizationModelSchema>
@@ -118,6 +127,15 @@ export type OrganizationModelDomainKey = z.infer<typeof OrganizationModelDomainK
 export type OrganizationModelDomainMetadata = z.infer<typeof OrganizationModelDomainMetadataSchema>
 export type OrganizationModelDomainMetadataByDomain = z.infer<typeof OrganizationModelDomainMetadataByDomainSchema>
 export type OrganizationModelBranding = z.infer<typeof OrganizationModelBrandingSchema>
+export type ClientProfile = z.infer<typeof ClientProfileSchema>
+export type ClientProfileBranding = z.infer<typeof ClientProfileBrandingSchema>
+export type ClientProfileIdentity = z.infer<typeof ClientProfileIdentitySchema>
+export type ClientProfileLinks = z.infer<typeof ClientProfileLinksSchema>
+export type ClientProfilePrompts = z.infer<typeof ClientProfilePromptsSchema>
+export type ClientProfileSource = z.infer<typeof ClientProfileSourceSchema>
+export type ClientProfileStatus = z.infer<typeof ClientProfileStatusSchema>
+export type ClientProfileWorkspace = z.infer<typeof ClientProfileWorkspaceSchema>
+export type OrganizationModelClients = z.infer<typeof ClientProfilesDomainSchema>
 // Phase 4: OrganizationModelSales, OrganizationModelProspecting, OrganizationModelProjects,
 // OrganizationModelNavigation removed — compound domain top-level fields deleted per D8/D1.
 // Retained as local aliases for content-kind payload shapes used in migration-helpers:

package/src/platform/constants/versions.ts

@@ -1,3 +1,3 @@
 export const VERSION = {
-  CURRENT: '1.12.16'
+  CURRENT: '1.12.18'
 }

package/src/reference/_generated/contracts.md

@@ -39,6 +39,60 @@ export type OrganizationModelDomainMetadataByDomain = z.infer<typeof Organizatio
 export type OrganizationModelBranding = z.infer<typeof OrganizationModelBrandingSchema>
 ```
 
+### `ClientProfile`
+
+```typescript
+export type ClientProfile = z.infer<typeof ClientProfileSchema>
+```
+
+### `ClientProfileBranding`
+
+```typescript
+export type ClientProfileBranding = z.infer<typeof ClientProfileBrandingSchema>
+```
+
+### `ClientProfileIdentity`
+
+```typescript
+export type ClientProfileIdentity = z.infer<typeof ClientProfileIdentitySchema>
+```
+
+### `ClientProfileLinks`
+
+```typescript
+export type ClientProfileLinks = z.infer<typeof ClientProfileLinksSchema>
+```
+
+### `ClientProfilePrompts`
+
+```typescript
+export type ClientProfilePrompts = z.infer<typeof ClientProfilePromptsSchema>
+```
+
+### `ClientProfileSource`
+
+```typescript
+export type ClientProfileSource = z.infer<typeof ClientProfileSourceSchema>
+```
+
+### `ClientProfileStatus`
+
+```typescript
+export type ClientProfileStatus = z.infer<typeof ClientProfileStatusSchema>
+```
+
+### `ClientProfileWorkspace`
+
+```typescript
+export type ClientProfileWorkspace = z.infer<typeof ClientProfileWorkspaceSchema>
+```
+
+### `OrganizationModelClients`
+
+```typescript
+export type OrganizationModelClients = z.infer<typeof ClientProfilesDomainSchema>
+```
+
 ### `SalesPipeline`
 
 ```typescript

package/src/supabase/database.types.ts

@@ -1256,6 +1256,7 @@ export type Database = {
           organization_id: string
           primary_company_id: string | null
           primary_contact_id: string | null
+          source: string
           source_deal_id: string | null
           status: string
           updated_at: string
@@ -1269,6 +1270,7 @@ export type Database = {
           organization_id: string
           primary_company_id?: string | null
           primary_contact_id?: string | null
+          source?: string
           source_deal_id?: string | null
           status?: string
           updated_at?: string
@@ -1282,6 +1284,7 @@ export type Database = {
           organization_id?: string
           primary_company_id?: string | null
           primary_contact_id?: string | null
+          source?: string
           source_deal_id?: string | null
           status?: string
           updated_at?: string

package/src/supabase/index.ts

@@ -13,8 +13,6 @@ export type SupabaseUserProfile = Tables<'users'>
 export type SupabaseOrganization = Tables<'organizations'>
 export type SupabaseOrgMembership = Tables<'org_memberships'>
 export type SupabaseTaskSchedule = Tables<'task_schedules'>
-/** @deprecated Use SupabaseTaskSchedule instead. Alias for backward compatibility. */
-export type SupabaseScheduledTask = SupabaseTaskSchedule
 export type SupabaseCommandQueue = Tables<'command_queue'>
 export type SupabaseExecutionLogs = Tables<'execution_logs'>
 export type SupabaseApiKey = Tables<'api_keys'>
@@ -25,8 +23,6 @@ export type SupabaseOrganizationCredential = Tables<'credentials'>
 export type SupabaseUserProfileInsert = TablesInsert<'users'>
 export type SupabaseOrganizationInsert = TablesInsert<'organizations'>
 export type SupabaseTaskScheduleInsert = TablesInsert<'task_schedules'>
-/** @deprecated Use SupabaseTaskScheduleInsert instead. Alias for backward compatibility. */
-export type SupabaseScheduledTaskInsert = SupabaseTaskScheduleInsert
 export type SupabaseCommandQueueInsert = TablesInsert<'command_queue'>
 export type SupabaseApiKeyInsert = TablesInsert<'api_keys'>
 export type SupabaseExecutionLogsInsert = TablesInsert<'execution_logs'>
@@ -35,8 +31,6 @@ export type SupabaseOrganizationCredentialInsert = TablesInsert<'credentials'>
 export type SupabaseUserProfileUpdate = TablesUpdate<'users'>
 export type SupabaseOrganizationUpdate = TablesUpdate<'organizations'>
 export type SupabaseTaskScheduleUpdate = TablesUpdate<'task_schedules'>
-/** @deprecated Use SupabaseTaskScheduleUpdate instead. Alias for backward compatibility. */
-export type SupabaseScheduledTaskUpdate = SupabaseTaskScheduleUpdate
 export type SupabaseCommandQueueUpdate = TablesUpdate<'command_queue'>
 export type SupabaseApiKeyUpdate = TablesUpdate<'api_keys'>
 export type SupabaseExecutionLogsUpdate = TablesUpdate<'execution_logs'>

package/src/business/pdf/server/__tests__/pdfmake-test.ts

@@ -1,219 +0,0 @@
-/**
- * pdfmake PDF Generation Test
- *
- * Tests that pdfmake can generate PDFs in this environment.
- * This is a verification test before full migration from @react-pdf/renderer.
- *
- * Run with: npx tsx packages/core/src/pdf/server/__tests__/pdfmake-test.ts
- */
-import { writeFileSync } from 'node:fs'
-import { join } from 'node:path'
-import type { PDFDocument } from '../../types'
-import { PdfMakeService } from '../pdfmake-service'
-
-// Mock storage service for testing (matches real StorageService interface)
-const mockStorageService = {
-  async upload(params: { organizationId: string; bucket: string; path: string; file: Buffer; contentType: string; upsert?: boolean }) {
-    const size = params.file.byteLength
-    console.log(`[mock-storage] Would upload ${size} bytes to ${params.organizationId}/${params.bucket}/${params.path}`)
-    return {
-      path: params.path,
-      fullPath: `${params.organizationId}/${params.path}`,
-      size
-    }
-  },
-  async createSignedUrl(params: { organizationId: string; bucket: string; path: string; expiresIn: number }) {
-    console.log(`[mock-storage] Creating signed URL for ${params.bucket}/${params.path} (expires in ${params.expiresIn}s)`)
-    return {
-      signedUrl: `https://mock.storage/${params.bucket}/${params.organizationId}/${params.path}?token=mock`,
-      path: params.path,
-      expiresAt: new Date(Date.now() + params.expiresIn * 1000)
-    }
-  }
-}
-
-// Sample document matching the PDFDocument schema
-const sampleDocument: PDFDocument = {
-  metadata: {
-    title: 'pdfmake Test Document',
-    author: 'Elevasis Platform'
-  },
-  pages: [
-    // Page 1: Cover page
-    {
-      sections: [
-        { type: 'text', content: 'ELEVASIS', variant: 'coverVertical' },
-        { type: 'text', content: 'Automation Solutions Proposal', variant: 'coverScope' },
-        { type: 'text', content: 'Le Development LLC', variant: 'coverSolutions' }
-      ],
-      footer: false,
-      cover: {
-        bottomLeft: [
-          { type: 'text', content: 'Prepared for', variant: 'caption' },
-          { type: 'text', content: 'Alexander Le', variant: 'body' }
-        ],
-        bottomRight: [
-          { type: 'text', content: 'January 2026', variant: 'caption' }
-        ]
-      }
-    },
-    // Page 2: Executive summary with metrics
-    {
-      sections: [
-        { type: 'text', content: 'Executive Summary', variant: 'title' },
-        { type: 'text', content: 'This proposal outlines automation solutions designed to streamline your operations and reduce manual workload.', variant: 'body' },
-        {
-          type: 'card',
-          title: 'Key Metrics',
-          variant: 'accent',
-          content: [
-            { type: 'metric', value: '$51,506', label: 'Projected Annual Savings' },
-            { type: 'metric', value: '16.1 hrs', label: 'Hours Reclaimed Weekly' }
-          ]
-        }
-      ],
-      header: { title: 'Executive Summary' },
-      footer: true
-    },
-    // Page 3: Bottlenecks analysis
-    {
-      sections: [
-        { type: 'text', content: 'Current Bottlenecks', variant: 'title' },
-        {
-          type: 'list',
-          items: [
-            { text: 'Manual client reporting - 15 hrs/week', highlight: true },
-            { text: 'Invoice generation and follow-up - 8 hrs/week', highlight: true },
-            'Email campaign management',
-            'Data entry across platforms'
-          ]
-        },
-        {
-          type: 'table',
-          headers: ['Bottleneck', 'Hours/Week', 'Annual Cost'],
-          rows: [
-            ['Client Reporting', '15', '$50,700'],
-            ['Invoice Management', '8', '$22,880'],
-            ['Total', '23', '$73,580']
-          ]
-        }
-      ],
-      header: { title: 'Analysis' },
-      footer: true
-    },
-    // Page 4: Solutions with cards
-    {
-      sections: [
-        { type: 'text', content: 'Proposed Solutions', variant: 'title' },
-        {
-          type: 'card',
-          title: 'Solution 1: Automated Reporting',
-          content: [
-            { type: 'text', content: 'Automated data aggregation from multiple sources into unified client reports.', variant: 'body' },
-            { type: 'list', items: ['Real-time data sync', 'Custom templates', 'Scheduled delivery'] }
-          ]
-        },
-        {
-          type: 'card',
-          title: 'Solution 2: Invoice Automation',
-          content: [
-            { type: 'text', content: 'End-to-end invoice generation with automatic follow-ups and payment tracking.', variant: 'body' },
-            { type: 'list', items: ['Auto-generation', 'Payment reminders', 'Cash flow analytics'], ordered: true }
-          ]
-        }
-      ],
-      header: { title: 'Solutions' },
-      footer: true
-    }
-  ]
-}
-
-async function runTest() {
-  console.log('========================================')
-  console.log('pdfmake PDF Generation Test')
-  console.log('========================================')
-  console.log('')
-
-  try {
-    // Test 1: Create service
-    console.log('[TEST 1] Creating PdfMakeService...')
-    const service = new PdfMakeService(mockStorageService)
-    console.log('[TEST 1] ✅ Service created successfully')
-    console.log('')
-
-    // Test 2: Render to buffer (no storage upload)
-    console.log('[TEST 2] Rendering sample document to buffer...')
-    console.log(`         Document: ${sampleDocument.pages.length} pages`)
-    console.log(`         Title: ${sampleDocument.metadata?.title}`)
-
-    const startTime = Date.now()
-    const buffer = await service.renderToBuffer({
-      organizationId: 'test-org',
-      document: sampleDocument
-    })
-    const elapsed = Date.now() - startTime
-
-    console.log(`[TEST 2] ✅ PDF rendered successfully`)
-    console.log(`         Buffer size: ${buffer.byteLength} bytes`)
-    console.log(`         Time: ${elapsed}ms`)
-    console.log('')
-
-    // Test 3: Verify it's a valid PDF (starts with %PDF-)
-    console.log('[TEST 3] Validating PDF format...')
-    const header = buffer.subarray(0, 5).toString('utf-8')
-    if (header === '%PDF-') {
-      console.log(`[TEST 3] ✅ Valid PDF header detected: ${header}`)
-    } else {
-      throw new Error(`Invalid PDF header: ${header}`)
-    }
-    console.log('')
-
-    // Test 4: Write to file for manual inspection
-    const outputPath = join(process.cwd(), 'pdfmake-test-output.pdf')
-    console.log('[TEST 4] Writing PDF to file for inspection...')
-    writeFileSync(outputPath, buffer)
-    console.log(`[TEST 4] ✅ PDF written to: ${outputPath}`)
-    console.log('')
-
-    // Test 5: Test full render with mock storage
-    console.log('[TEST 5] Testing full render with storage upload...')
-    const result = await service.render({
-      organizationId: 'test-org',
-      document: sampleDocument,
-      storage: {
-        bucket: 'test-bucket',
-        path: 'proposals/test/output.pdf'
-      }
-    })
-    console.log(`[TEST 5] ✅ Full render completed`)
-    console.log(`         Success: ${result.success}`)
-    console.log(`         Size: ${result.size} bytes`)
-    console.log(`         URL: ${result.pdfUrl}`)
-    console.log('')
-
-    console.log('========================================')
-    console.log('✅ ALL TESTS PASSED')
-    console.log('========================================')
-    console.log('')
-    console.log('pdfmake is working correctly in this environment.')
-    console.log(`Check the output PDF at: ${outputPath}`)
-    console.log('')
-
-  } catch (error) {
-    console.error('')
-    console.error('========================================')
-    console.error('❌ TEST FAILED')
-    console.error('========================================')
-    console.error('')
-    console.error('Error:', error instanceof Error ? error.message : String(error))
-    if (error instanceof Error && error.stack) {
-      console.error('')
-      console.error('Stack trace:')
-      console.error(error.stack)
-    }
-    process.exit(1)
-  }
-}
-
-// Run the test
-runTest()