@elevasis/sdk 1.14.1 → 1.15.0

package/reference/claude-config/rules/organization-os.md

@@ -1,111 +1,111 @@
-# Organization OS
-
-Organization OS is the semantic contract layer defining how organizations, features, domains, surfaces, entities, capabilities, and resources relate. This project consumes Organization OS through the SDK and foundations config.
-
-## Key Files in This Project
-
-- `foundations/config/organization-model.ts` -- project-specific org model definition (calls `defineOrganizationModel` + `resolveOrganizationModel`)
-- `foundations/config/organization-model.examples.ts` -- reference patterns for all 14 domains: branding, identity, customers, offerings, roles, goals, sales stages, prospecting stages, resource mappings with techStack, custom features, statuses, and open-placement navigation groups. Pure reference -- not imported anywhere. Read this when customizing the org model.
-- `foundations/types/entities.ts` -- typed entity contracts (Project, Deal, etc.). Extends `BaseProject`, `BaseDeal` from `@elevasis/core/entities` with project-specific metadata. Read this when authoring workflows that operate on these entities.
-- `ui/src/routes/__root.tsx` -- wires `ElevasisFeaturesProvider` with `canonicalOrganizationModel`
-- `ui/src/app-config.ts` -- references the org model
-- `operations/src/index.ts` -- `DeploymentSpec` registry for workflows and agents
-
-## Domain Overview
-
-As of the 2026-04-20 expansion, `OrganizationModel` contains 14 top-level domains:
-
-**Platform configuration:** `features`, `branding`, `navigation`, `sales` (formerly `crm`), `prospecting` (formerly `leadGen`), `projects` (formerly `delivery`), `resourceMappings`
-
-**Organizational reality:** `identity`, `customers`, `offerings`, `roles`, `goals`
-
-**Vibe layer:** `statuses`, `operations`
-
-The `resourceMappings` entries may carry an optional `techStack` extension (`platform`, `purpose`, `credentialStatus`, `isSystemOfRecord`) without introducing a new top-level domain.
-
-### Domain Rename Note
-
-Three field names changed in the 2026-04-20 expansion. Feature ID constants and consumer-facing feature IDs are unchanged:
-
-| Old field  | New field     | Feature ID (unchanged) | Constant (unchanged)  |
-| ---------- | ------------- | ---------------------- | --------------------- |
-| `crm`      | `sales`       | `'crm'`                | `CRM_FEATURE_ID`      |
-| `leadGen`  | `prospecting` | `'lead-gen'`           | `LEAD_GEN_FEATURE_ID` |
-| `delivery` | `projects`    | `'projects'`           | `PROJECTS_FEATURE_ID` |
-
-## Reference Documentation
-
-Full Organization OS documentation ships with the SDK and is available locally after `pnpm install`:
-
-### Scaffold Reference (via SDK)
-
-All paths under `node_modules/@elevasis/sdk/reference/scaffold/`:
-
-- `node_modules/@elevasis/sdk/reference/scaffold/index.mdx` -- scaffold root and navigation
-- `node_modules/@elevasis/sdk/reference/scaffold/core/organization-model.mdx` -- semantic contract, all 14 domains, adapter authoring, validation gate, `/configure` entry point
-- `node_modules/@elevasis/sdk/reference/scaffold/core/organization-graph.mdx` -- graph derivation, node/edge taxonomy, lenses
-- `node_modules/@elevasis/sdk/reference/scaffold/ui/feature-shell.mdx` -- FeatureModule manifest, provider runtime
-- `node_modules/@elevasis/sdk/reference/scaffold/ui/composition-extensibility.mdx` -- layout primitives, router abstraction
-- `node_modules/@elevasis/sdk/reference/scaffold/ui/recipes.md` -- copy-paste UI recipes for pages, nav items, components
-- `node_modules/@elevasis/sdk/reference/scaffold/ui/feature-flags-and-gating.md` -- three-concept gating model
-- `node_modules/@elevasis/sdk/reference/scaffold/ui/customization.md` -- sidebar composition via manifest overrides
+# Organization OS
+
+Organization OS is the semantic contract layer defining how organizations, features, domains, surfaces, entities, capabilities, and resources relate. This project consumes Organization OS through the SDK and foundations config.
+
+## Key Files in This Project
+
+- `foundations/config/organization-model.ts` -- project-specific org model definition (calls `defineOrganizationModel` + `resolveOrganizationModel`)
+- `foundations/config/organization-model.examples.ts` -- reference patterns for all 14 domains: branding, identity, customers, offerings, roles, goals, sales stages, prospecting stages, resource mappings with techStack, custom features, statuses, and open-placement navigation groups. Pure reference -- not imported anywhere. Read this when customizing the org model.
+- `foundations/types/entities.ts` -- typed entity contracts (Project, Deal, etc.). Extends `BaseProject`, `BaseDeal` from `@elevasis/core/entities` with project-specific metadata. Read this when authoring workflows that operate on these entities.
+- `ui/src/routes/__root.tsx` -- wires `ElevasisFeaturesProvider` with `canonicalOrganizationModel`
+- `ui/src/app-config.ts` -- references the org model
+- `operations/src/index.ts` -- `DeploymentSpec` registry for workflows and agents
+
+## Domain Overview
+
+As of the 2026-04-20 expansion, `OrganizationModel` contains 14 top-level domains:
+
+**Platform configuration:** `features`, `branding`, `navigation`, `sales` (formerly `crm`), `prospecting` (formerly `leadGen`), `projects` (formerly `delivery`), `resourceMappings`
+
+**Organizational reality:** `identity`, `customers`, `offerings`, `roles`, `goals`
+
+**Vibe layer:** `statuses`, `operations`
+
+The `resourceMappings` entries may carry an optional `techStack` extension (`platform`, `purpose`, `credentialStatus`, `isSystemOfRecord`) without introducing a new top-level domain.
+
+### Domain Rename Note
+
+Three field names changed in the 2026-04-20 expansion. Feature ID constants and consumer-facing feature IDs are unchanged:
+
+| Old field  | New field     | Feature ID (unchanged) | Constant (unchanged)  |
+| ---------- | ------------- | ---------------------- | --------------------- |
+| `crm`      | `sales`       | `'crm'`                | `CRM_FEATURE_ID`      |
+| `leadGen`  | `prospecting` | `'lead-gen'`           | `LEAD_GEN_FEATURE_ID` |
+| `delivery` | `projects`    | `'projects'`           | `PROJECTS_FEATURE_ID` |
+
+## Reference Documentation
+
+Full Organization OS documentation ships with the SDK and is available locally after `pnpm install`:
+
+### Scaffold Reference (via SDK)
+
+All paths under `node_modules/@elevasis/sdk/reference/scaffold/`:
+
+- `node_modules/@elevasis/sdk/reference/scaffold/index.mdx` -- scaffold root and navigation
+- `node_modules/@elevasis/sdk/reference/scaffold/core/organization-model.mdx` -- semantic contract, all 14 domains, adapter authoring, validation gate, `/configure` entry point
+- `node_modules/@elevasis/sdk/reference/scaffold/core/organization-graph.mdx` -- graph derivation, node/edge taxonomy, lenses
+- `node_modules/@elevasis/sdk/reference/scaffold/ui/feature-shell.mdx` -- FeatureModule manifest, provider runtime
+- `node_modules/@elevasis/sdk/reference/scaffold/ui/composition-extensibility.mdx` -- layout primitives, router abstraction
+- `node_modules/@elevasis/sdk/reference/scaffold/ui/recipes.md` -- copy-paste UI recipes for pages, nav items, components
+- `node_modules/@elevasis/sdk/reference/scaffold/ui/feature-flags-and-gating.md` -- three-concept gating model
+- `node_modules/@elevasis/sdk/reference/scaffold/ui/customization.md` -- sidebar composition via manifest overrides
 - `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-feature.md` -- end-to-end from org model key through manifest, routes, gating
 - `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-resource.md` -- author and deploy a workflow or agent
 - `node_modules/@elevasis/sdk/reference/scaffold/recipes/gate-by-feature-or-admin.md` -- decision table for access control patterns
-- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md` -- build or extend lead-gen pages, sidebars, hooks, list/member state, artifacts, touchpoints, workflow adapters, and prospecting semantics
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md` -- build or extend lead-gen pages, sidebars, hooks, list/member state, artifacts, workflow adapters, and prospecting semantics
 - `node_modules/@elevasis/sdk/reference/scaffold/operations/workflow-recipes.md` -- workflow anatomy, adapter patterns, trigger patterns
-- `node_modules/@elevasis/sdk/reference/scaffold/operations/propagation-pipeline.md` -- how sync and verification work across projects
-- `node_modules/@elevasis/sdk/reference/scaffold/operations/scaffold-maintenance.md` -- content placement and auto-generation pipeline
-- `node_modules/@elevasis/sdk/reference/scaffold/reference/glossary.md` -- Organization OS term definitions
-- `node_modules/@elevasis/sdk/reference/scaffold/reference/contracts.md` -- auto-generated TypeScript contract shapes
-- `node_modules/@elevasis/sdk/reference/scaffold/reference/feature-registry.md` -- auto-generated feature manifest catalog
-
-### Local Project Docs
-
-- `.claude/rules/agent-start-here.md` -- canonical first-read for agents (includes task-class routing)
-
-## Published Subpaths and Constants
-
-- `@elevasis/core/organization-model` -- the curated organization-model barrel. Exports `defineOrganizationModel`, `resolveOrganizationModel`, `OrganizationModelSchema`, `DEFAULT_ORGANIZATION_MODEL`, organization-model types, and typed feature/surface constants.
-  - Feature IDs: `CRM_FEATURE_ID`, `LEAD_GEN_FEATURE_ID`, `PROJECTS_FEATURE_ID`, `OPERATIONS_FEATURE_ID`, `MONITORING_FEATURE_ID`, `SETTINGS_FEATURE_ID`, `SEO_FEATURE_ID`
-  - Headline surface IDs: `CRM_PIPELINE_SURFACE_ID`, `LEAD_GEN_LISTS_SURFACE_ID`, `PROJECTS_INDEX_SURFACE_ID`, `OPERATIONS_ORGANIZATION_GRAPH_SURFACE_ID`
-  - Reality domain types: `OrganizationModelIdentity`, `OrganizationModelCustomers`, `OrganizationModelCustomerSegment`, `OrganizationModelOfferings`, `OrganizationModelProduct`, `OrganizationModelRoles`, `OrganizationModelRole`, `OrganizationModelGoals`, `OrganizationModelObjective`, `OrganizationModelKeyResult`
-  - Vibe domain types: `OrganizationModelStatuses`, `OrganizationModelOperations`
-  - TechStack: `TechStackEntrySchema`, `OrganizationModelTechStackEntry`
-  - Use constants instead of magic strings when overriding the org model.
-- `@elevasis/core/entities` -- entity contracts barrel. Exports `BaseProject`, `BaseProjectSchema`, `BaseProjectInput` and the equivalents for `Milestone`, `Task`, `Deal`, `Company`, `Contact`. Each base interface is generic over a `\<TMeta>` extension slot. Extend these in `foundations/types/entities.ts` to add project-specific fields.
-
-## When Working with Organization OS
-
+- `node_modules/@elevasis/sdk/reference/scaffold/operations/propagation-pipeline.md` -- how sync and verification work across projects
+- `node_modules/@elevasis/sdk/reference/scaffold/operations/scaffold-maintenance.md` -- content placement and auto-generation pipeline
+- `node_modules/@elevasis/sdk/reference/scaffold/reference/glossary.md` -- Organization OS term definitions
+- `node_modules/@elevasis/sdk/reference/scaffold/reference/contracts.md` -- auto-generated TypeScript contract shapes
+- `node_modules/@elevasis/sdk/reference/scaffold/reference/feature-registry.md` -- auto-generated feature manifest catalog
+
+### Local Project Docs
+
+- `.claude/rules/agent-start-here.md` -- canonical first-read for agents (includes task-class routing)
+
+## Published Subpaths and Constants
+
+- `@elevasis/core/organization-model` -- the curated organization-model barrel. Exports `defineOrganizationModel`, `resolveOrganizationModel`, `OrganizationModelSchema`, `DEFAULT_ORGANIZATION_MODEL`, organization-model types, and typed feature/surface constants.
+  - Feature IDs: `CRM_FEATURE_ID`, `LEAD_GEN_FEATURE_ID`, `PROJECTS_FEATURE_ID`, `OPERATIONS_FEATURE_ID`, `MONITORING_FEATURE_ID`, `SETTINGS_FEATURE_ID`, `SEO_FEATURE_ID`
+  - Headline surface IDs: `CRM_PIPELINE_SURFACE_ID`, `LEAD_GEN_LISTS_SURFACE_ID`, `PROJECTS_INDEX_SURFACE_ID`, `OPERATIONS_ORGANIZATION_GRAPH_SURFACE_ID`
+  - Reality domain types: `OrganizationModelIdentity`, `OrganizationModelCustomers`, `OrganizationModelCustomerSegment`, `OrganizationModelOfferings`, `OrganizationModelProduct`, `OrganizationModelRoles`, `OrganizationModelRole`, `OrganizationModelGoals`, `OrganizationModelObjective`, `OrganizationModelKeyResult`
+  - Vibe domain types: `OrganizationModelStatuses`, `OrganizationModelOperations`
+  - TechStack: `TechStackEntrySchema`, `OrganizationModelTechStackEntry`
+  - Use constants instead of magic strings when overriding the org model.
+- `@elevasis/core/entities` -- entity contracts barrel. Exports `BaseProject`, `BaseProjectSchema`, `BaseProjectInput` and the equivalents for `Milestone`, `Task`, `Deal`, `Company`, `Contact`. Each base interface is generic over a `\<TMeta>` extension slot. Extend these in `foundations/types/entities.ts` to add project-specific fields.
+
+## When Working with Organization OS
+
 - **Changing org model (structural reality):** Use `/configure` as the entry point. Direct edits to `foundations/config/organization-model.ts` are discouraged -- `/configure` runs the read → propose → confirm → write → validate ceremony. Run `/configure` for the full layered flow or `/configure \<domain>` for a targeted domain.
 - **Building or extending CRM:** Start with `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-crm.md`. CRM spans Organization OS sales semantics, shared UI primitives, deal hooks, workflow adapters, and generated contracts.
-- **Building or extending lead gen:** Start with `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md`. Lead gen spans Organization OS prospecting semantics, shared UI primitives, list/member hooks, artifact and touchpoint hooks, workflow adapters, and generated contracts.
+- **Building or extending lead gen:** Start with `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md`. Lead gen spans Organization OS prospecting semantics, shared UI primitives, list/member hooks, artifact hooks, workflow adapters, and generated contracts.
 - **Customizing CRM deal actions:** Follow `node_modules/@elevasis/sdk/reference/scaffold/recipes/customize-crm-actions.md`. Do not add `sales.actions` to the org model; the v1 server-side override surface is intentionally deferred.
 - **Adding a feature:** Follow `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-feature.md`. For toggling an existing feature, use `/configure features`.
-- **Adding a resource:** Follow `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-resource.md`.
-- **Extending entities:** Start with `foundations/types/entities.ts` for the demo extension pattern. Base shapes come from `@elevasis/core/entities`.
-- **Authoring a workflow that takes a Project/Deal/etc.:** Reference entity types from `foundations/types/entities.ts` in the input schema -- do not redeclare them.
-- **Understanding contracts:** Check `node_modules/@elevasis/sdk/reference/scaffold/reference/contracts.md` for current type shapes.
-- **Debugging sync issues:** Check `node_modules/@elevasis/sdk/reference/scaffold/operations/propagation-pipeline.md` for the verification pipeline.
-
-## `/configure` -- Org Model QA Entry Point
-
-`/configure` is the recurring, safe-to-re-run org model editor for this project. It is a skill (not a command) at `.claude/skills/configure/SKILL.md`.
-
-**Usage:**
-
-- `/configure` -- layered flow: identity → customers → offerings → roles → goals → techStack
-- `/configure identity` -- legal identity, mission/vision, industry, geography, timezone
-- `/configure customers` -- customer segments with jobs-to-be-done, pains, gains, firmographics
-- `/configure offerings` -- products and services with pricing model and segment references
-- `/configure roles` -- role chart with responsibilities, reporting lines, and holders
-- `/configure goals` -- organizational goals with period and measurable outcomes
-- `/configure techStack` -- external-SaaS integration metadata on resource mappings
-- `/configure features` -- enable, disable, or add features
-- `/configure labels` -- edit display labels on enum entries (statuses, stages)
-
-Every write is gated: `resolveOrganizationModel()` must succeed (Zod cross-refs pass) and `pnpm -C operations check-types` must pass. On failure the change is rolled back.
-
-**Distinction from `/setup`:** `/setup` is first-time bootstrap only. After bootstrap it delegates here. `/configure` is idempotent and safe to re-run at any time.
-
-The ambient vibe layer (`.claude/rules/vibe.md`) automatically detects Codify intent in plain language and delegates to `/configure`. Power users can invoke `/configure` directly to bypass the ambient layer entirely.
+- **Adding a resource:** Follow `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-resource.md`.
+- **Extending entities:** Start with `foundations/types/entities.ts` for the demo extension pattern. Base shapes come from `@elevasis/core/entities`.
+- **Authoring a workflow that takes a Project/Deal/etc.:** Reference entity types from `foundations/types/entities.ts` in the input schema -- do not redeclare them.
+- **Understanding contracts:** Check `node_modules/@elevasis/sdk/reference/scaffold/reference/contracts.md` for current type shapes.
+- **Debugging sync issues:** Check `node_modules/@elevasis/sdk/reference/scaffold/operations/propagation-pipeline.md` for the verification pipeline.
+
+## `/configure` -- Org Model QA Entry Point
+
+`/configure` is the recurring, safe-to-re-run org model editor for this project. It is a skill (not a command) at `.claude/skills/configure/SKILL.md`.
+
+**Usage:**
+
+- `/configure` -- layered flow: identity → customers → offerings → roles → goals → techStack
+- `/configure identity` -- legal identity, mission/vision, industry, geography, timezone
+- `/configure customers` -- customer segments with jobs-to-be-done, pains, gains, firmographics
+- `/configure offerings` -- products and services with pricing model and segment references
+- `/configure roles` -- role chart with responsibilities, reporting lines, and holders
+- `/configure goals` -- organizational goals with period and measurable outcomes
+- `/configure techStack` -- external-SaaS integration metadata on resource mappings
+- `/configure features` -- enable, disable, or add features
+- `/configure labels` -- edit display labels on enum entries (statuses, stages)
+
+Every write is gated: `resolveOrganizationModel()` must succeed (Zod cross-refs pass) and `pnpm -C operations check-types` must pass. On failure the change is rolled back.
+
+**Distinction from `/setup`:** `/setup` is first-time bootstrap only. After bootstrap it delegates here. `/configure` is idempotent and safe to re-run at any time.
+
+The ambient vibe layer (`.claude/rules/vibe.md`) automatically detects Codify intent in plain language and delegates to `/configure`. Power users can invoke `/configure` directly to bypass the ambient layer entirely.

package/reference/claude-config/rules/platform.md

@@ -38,5 +38,5 @@ paths:
 
 - `node_modules/@elevasis/sdk/reference/scaffold/operations/workflow-recipes.md` -- workflow anatomy, adapter patterns, trigger patterns
 - `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-resource.md` -- end-to-end resource authoring guide
-- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md` -- lead-gen UI, hooks, list/member state, artifacts, touchpoints, and workflow adapter extension guide
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md` -- lead-gen UI, hooks, list/member state, artifacts, and workflow adapter extension guide
 - SDK reference docs: `operations/node_modules/@elevasis/sdk/reference/` (concepts, framework, platform-tools, runtime, CLI)