@elevasis/sdk 1.21.0 → 1.22.1

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Files changed (160) hide show
  1. package/dist/cli.cjs +1239 -173
  2. package/dist/index.d.ts +1752 -464
  3. package/dist/index.js +3477 -143
  4. package/dist/node/index.d.ts +1 -0
  5. package/dist/node/index.js +19 -1
  6. package/dist/test-utils/index.d.ts +1188 -127
  7. package/dist/test-utils/index.js +3359 -152
  8. package/dist/worker/index.js +3148 -80
  9. package/package.json +2 -2
  10. package/reference/claude-config/hooks/post-edit-validate.mjs +98 -98
  11. package/reference/claude-config/hooks/scaffold-registry-reminder.mjs +188 -188
  12. package/reference/claude-config/hooks/tool-failure-recovery.mjs +73 -73
  13. package/reference/claude-config/registries/graph-skills.json +4 -4
  14. package/reference/claude-config/registries/knowledge-flags.json +0 -2
  15. package/reference/claude-config/rules/active-change-index.md +80 -80
  16. package/reference/claude-config/rules/agent-start-here.md +277 -277
  17. package/reference/claude-config/rules/deployment.md +57 -57
  18. package/reference/claude-config/rules/error-handling.md +56 -56
  19. package/reference/claude-config/rules/execution.md +40 -40
  20. package/reference/claude-config/rules/frontend.md +4 -4
  21. package/reference/claude-config/rules/observability.md +31 -31
  22. package/reference/claude-config/rules/operations.md +29 -17
  23. package/reference/claude-config/rules/organization-model.md +113 -81
  24. package/reference/claude-config/rules/organization-os.md +115 -113
  25. package/reference/claude-config/rules/package-taxonomy.md +33 -33
  26. package/reference/claude-config/rules/platform.md +42 -42
  27. package/reference/claude-config/rules/shared-types.md +49 -46
  28. package/reference/claude-config/rules/task-tracking.md +47 -47
  29. package/reference/claude-config/rules/ui.md +200 -200
  30. package/reference/claude-config/rules/vibe.md +235 -235
  31. package/reference/claude-config/scripts/statusline-command.js +18 -18
  32. package/reference/claude-config/settings.json +34 -34
  33. package/reference/claude-config/skills/deploy/{SKILL.md → skill.md} +156 -156
  34. package/reference/claude-config/skills/dsp/SKILL.md +66 -66
  35. package/reference/claude-config/skills/elevasis/SKILL.md +235 -235
  36. package/reference/claude-config/skills/explore/SKILL.md +6 -6
  37. package/reference/claude-config/skills/git-sync/SKILL.md +126 -126
  38. package/reference/claude-config/skills/knowledge/SKILL.md +314 -299
  39. package/reference/claude-config/skills/knowledge/operations/codify-level-a.md +100 -100
  40. package/reference/claude-config/skills/knowledge/operations/codify-level-b.md +159 -159
  41. package/reference/claude-config/skills/knowledge/operations/customers.md +109 -109
  42. package/reference/claude-config/skills/knowledge/operations/features.md +76 -76
  43. package/reference/claude-config/skills/knowledge/operations/goals.md +118 -118
  44. package/reference/claude-config/skills/knowledge/operations/identity.md +93 -93
  45. package/reference/claude-config/skills/knowledge/operations/labels.md +94 -94
  46. package/reference/claude-config/skills/knowledge/operations/offerings.md +109 -109
  47. package/reference/claude-config/skills/knowledge/operations/roles.md +99 -99
  48. package/reference/claude-config/skills/knowledge/operations/techStack.md +30 -30
  49. package/reference/claude-config/skills/project/SKILL.md +1088 -1088
  50. package/reference/claude-config/skills/run-ui/SKILL.md +73 -73
  51. package/reference/claude-config/skills/save/SKILL.md +3 -3
  52. package/reference/claude-config/skills/setup/SKILL.md +275 -275
  53. package/reference/claude-config/skills/status/SKILL.md +59 -59
  54. package/reference/claude-config/skills/submit-request/SKILL.md +180 -180
  55. package/reference/claude-config/skills/sync/SKILL.md +47 -47
  56. package/reference/claude-config/skills/tutorial/SKILL.md +259 -259
  57. package/reference/claude-config/skills/tutorial/progress-template.md +74 -74
  58. package/reference/claude-config/skills/tutorial/technical.md +1303 -1303
  59. package/reference/claude-config/skills/tutorial/vibe-coder.md +890 -890
  60. package/reference/claude-config/sync-notes/2026-04-22-git-sync-and-sync-notes.md +27 -27
  61. package/reference/claude-config/sync-notes/2026-04-22-lead-gen-deliverability-removal.md +30 -30
  62. package/reference/claude-config/sync-notes/2026-04-24-test-utils-and-template-tests.md +73 -73
  63. package/reference/claude-config/sync-notes/2026-04-24-ui-consolidation-and-sdk-cli-train.md +86 -86
  64. package/reference/claude-config/sync-notes/2026-04-25-auth-role-system-and-settings-roles.md +55 -55
  65. package/reference/claude-config/sync-notes/2026-04-27-crm-hitl-action-layer-cutover.md +97 -97
  66. package/reference/claude-config/sync-notes/2026-04-27-lead-gen-substrate-train.md +112 -112
  67. package/reference/claude-config/sync-notes/2026-04-29-crm-state-and-lead-gen-processing-status.md +93 -93
  68. package/reference/claude-config/sync-notes/2026-05-02-crm-ownership-next-action.md +58 -58
  69. package/reference/claude-config/sync-notes/2026-05-02-template-hardcode-workos-config.md +56 -56
  70. package/reference/claude-config/sync-notes/2026-05-04-elevasis-workspace.md +71 -71
  71. package/reference/claude-config/sync-notes/2026-05-04-knowledge-bundle.md +83 -83
  72. package/reference/claude-config/sync-notes/2026-05-04-template-skills-run-ui-and-tutorial.md +59 -59
  73. package/reference/claude-config/sync-notes/2026-05-05-list-builder.md +42 -42
  74. package/reference/claude-config/sync-notes/2026-05-06-crm-spine.md +60 -60
  75. package/reference/claude-config/sync-notes/2026-05-06-sdk-changes-release-train.md +37 -37
  76. package/reference/claude-config/sync-notes/2026-05-07-sdk-changes-release-train.md +34 -34
  77. package/reference/claude-config/sync-notes/2026-05-08-resource-governance-scaffold-guidance.md +38 -38
  78. package/reference/claude-config/sync-notes/2026-05-09-clients-domain.md +32 -32
  79. package/reference/claude-config/sync-notes/2026-05-09-command-system.md +33 -33
  80. package/reference/claude-config/sync-notes/2026-05-09-resource-governance-and-misc.md +69 -69
  81. package/reference/claude-config/sync-notes/2026-05-12-sdk-ready-release-train.md +30 -30
  82. package/reference/claude-config/sync-notes/2026-05-14-organization-model-ontology-refactor.md +45 -0
  83. package/reference/claude-config/sync-notes/README.md +43 -43
  84. package/reference/cli.mdx +808 -808
  85. package/reference/concepts.mdx +146 -146
  86. package/reference/deployment/api.mdx +297 -297
  87. package/reference/deployment/command-center.mdx +209 -209
  88. package/reference/deployment/index.mdx +195 -195
  89. package/reference/deployment/provided-features.mdx +107 -107
  90. package/reference/deployment/ui-execution.mdx +250 -250
  91. package/reference/examples/organization-model.ts +171 -84
  92. package/reference/framework/agent.mdx +156 -156
  93. package/reference/framework/index.mdx +195 -195
  94. package/reference/framework/interaction-guidance.mdx +182 -182
  95. package/reference/framework/memory.mdx +326 -326
  96. package/reference/framework/project-structure.mdx +282 -282
  97. package/reference/framework/tutorial-system.mdx +135 -135
  98. package/reference/getting-started.mdx +142 -142
  99. package/reference/index.mdx +106 -106
  100. package/reference/packages/core/src/README.md +14 -14
  101. package/reference/packages/core/src/business/README.md +2 -2
  102. package/reference/packages/core/src/knowledge/README.md +32 -32
  103. package/reference/packages/core/src/organization-model/README.md +149 -149
  104. package/reference/packages/core/src/test-utils/README.md +37 -37
  105. package/reference/packages/ui/src/api/README.md +18 -18
  106. package/reference/packages/ui/src/app/README.md +24 -24
  107. package/reference/packages/ui/src/auth/README.md +18 -18
  108. package/reference/packages/ui/src/components/README.md +24 -24
  109. package/reference/packages/ui/src/execution/README.md +16 -16
  110. package/reference/packages/ui/src/features/README.md +28 -28
  111. package/reference/packages/ui/src/graph/README.md +16 -16
  112. package/reference/packages/ui/src/hooks/README.md +23 -23
  113. package/reference/packages/ui/src/initialization/README.md +19 -19
  114. package/reference/packages/ui/src/knowledge/README.md +31 -31
  115. package/reference/packages/ui/src/organization/README.md +18 -18
  116. package/reference/packages/ui/src/profile/README.md +19 -19
  117. package/reference/packages/ui/src/provider/README.md +32 -32
  118. package/reference/packages/ui/src/router/README.md +18 -18
  119. package/reference/packages/ui/src/sse/README.md +13 -13
  120. package/reference/packages/ui/src/test-utils/README.md +7 -7
  121. package/reference/packages/ui/src/theme/README.md +23 -23
  122. package/reference/packages/ui/src/theme/presets/README.md +19 -19
  123. package/reference/packages/ui/src/types/README.md +16 -16
  124. package/reference/packages/ui/src/utils/README.md +18 -18
  125. package/reference/packages/ui/src/zustand/README.md +18 -18
  126. package/reference/platform-tools/adapters-integration.mdx +301 -301
  127. package/reference/platform-tools/adapters-platform.mdx +553 -553
  128. package/reference/platform-tools/index.mdx +217 -217
  129. package/reference/platform-tools/type-safety.mdx +82 -82
  130. package/reference/resources/index.mdx +349 -349
  131. package/reference/resources/patterns.mdx +449 -449
  132. package/reference/resources/types.mdx +116 -116
  133. package/reference/roadmap.mdx +165 -165
  134. package/reference/runtime.mdx +173 -173
  135. package/reference/scaffold/core/organization-graph.mdx +110 -90
  136. package/reference/scaffold/core/organization-model.mdx +225 -213
  137. package/reference/scaffold/index.mdx +67 -67
  138. package/reference/scaffold/operations/propagation-pipeline.md +77 -77
  139. package/reference/scaffold/operations/scaffold-maintenance.md +12 -12
  140. package/reference/scaffold/operations/workflow-recipes.md +138 -138
  141. package/reference/scaffold/recipes/add-a-feature.md +307 -85
  142. package/reference/scaffold/recipes/add-a-resource.md +137 -103
  143. package/reference/scaffold/recipes/customize-knowledge-browser.md +5 -5
  144. package/reference/scaffold/recipes/customize-organization-model.md +275 -138
  145. package/reference/scaffold/recipes/extend-a-base-entity.md +8 -8
  146. package/reference/scaffold/recipes/extend-crm.md +3 -3
  147. package/reference/scaffold/recipes/extend-lead-gen.md +394 -394
  148. package/reference/scaffold/recipes/gate-by-feature-or-admin.md +118 -118
  149. package/reference/scaffold/recipes/index.md +46 -46
  150. package/reference/scaffold/recipes/query-the-knowledge-graph.md +197 -170
  151. package/reference/scaffold/reference/contracts.md +2136 -2093
  152. package/reference/scaffold/reference/glossary.md +76 -76
  153. package/reference/scaffold/ui/composition-extensibility.mdx +233 -233
  154. package/reference/scaffold/ui/customization.md +243 -243
  155. package/reference/scaffold/ui/feature-flags-and-gating.md +46 -46
  156. package/reference/scaffold/ui/feature-shell.mdx +72 -72
  157. package/reference/scaffold/ui/recipes.md +221 -214
  158. package/reference/spine/spine-primer.md +96 -96
  159. package/reference/templates/index.mdx +47 -47
  160. package/reference/troubleshooting.mdx +223 -223
@@ -1,449 +1,449 @@
1
- ---
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- title: Common Patterns
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- description: Common resource patterns for Elevasis SDK developers -- sequential steps, conditional branching, platform tools, error handling, and resource status management
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- loadWhen: "Building or modifying a workflow"
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- ---
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-
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- This page collects the patterns you will reach for most often when writing resources. Each pattern is self-contained and can be adapted directly into your project.
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-
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- ---
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-
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- ## Sequential Workflow Steps
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-
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- The simplest pattern: a chain of steps where each step feeds its output into the next.
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-
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- ```typescript
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- import { z } from 'zod';
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- import { StepType } from '@elevasis/sdk';
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- import type { WorkflowDefinition, WorkflowStep } from '@elevasis/sdk';
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-
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- const inputSchema = z.object({ orderId: z.string() });
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- const outputSchema = z.object({ shipped: z.boolean(), trackingNumber: z.string() });
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-
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- type Input = z.infer<typeof inputSchema>;
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- type Output = z.infer<typeof outputSchema>;
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-
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- const validateStep: WorkflowStep = {
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- type: StepType.LINEAR,
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- handler: async (input: Input) => {
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- const order = await getOrder(input.orderId);
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- if (!order) throw new Error(`Order ${input.orderId} not found`);
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- return { order };
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- },
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- next: { type: 'linear', target: 'ship' },
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- };
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-
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- const shipStep: WorkflowStep = {
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- type: StepType.LINEAR,
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- handler: async (input) => {
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- const tracking = await createShipment(input.order);
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- return { shipped: true, trackingNumber: tracking.number };
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- },
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- next: null, // terminal -- no further steps
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- };
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-
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- const fulfillOrder: WorkflowDefinition = {
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- config: { resourceId: 'fulfill-order', name: 'Fulfill Order', type: 'workflow', description: 'Validates and ships an order', version: '1.0.0', status: 'dev' },
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- contract: { inputSchema, outputSchema },
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- steps: { validate: validateStep, ship: shipStep },
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- entryPoint: 'validate',
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- };
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- ```
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-
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- **Key points:**
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-
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- - `next: { target: 'stepName' }` routes to the next step
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- - `next: null` marks the terminal step
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- - Each step receives the full return value of the previous step as its `input`
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- - The terminal step's return value must satisfy `contract.output`
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-
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- ---
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-
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- ## Conditional Branching
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-
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- Use `StepType.CONDITIONAL` when the next step depends on the output of the current step.
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-
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- ```typescript
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- import { StepType } from '@elevasis/sdk';
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- import type { WorkflowStep } from '@elevasis/sdk';
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-
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- const scoreStep: WorkflowStep = {
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- type: StepType.CONDITIONAL,
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- handler: async (input) => {
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- const score = await calculateRiskScore(input.applicationId);
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- return { score, applicationId: input.applicationId };
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- },
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- next: {
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- type: 'conditional',
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- routes: [
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- {
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- condition: (output) => output.score \>= 80,
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- target: 'autoApprove',
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- },
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- {
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- condition: (output) => output.score \>= 40,
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- target: 'manualReview',
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- },
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- ],
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- default: 'autoReject', // used when no condition matches
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- },
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- };
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- ```
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-
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- **Key points:**
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-
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- - Routes are evaluated in order -- the first matching condition wins
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- - `default` is required and acts as the `else` branch
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- - The condition function receives the full handler output
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- - All route targets and `default` must be keys in your `steps` record
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-
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- ---
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-
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- ## Using Platform Tools in Steps
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-
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- Platform tools let your steps call integrations managed by Elevasis (email, CRM, databases, etc.). Import `platform` from `@elevasis/sdk/worker` and call it with the tool name, method, parameters, and an optional credential reference when the tool requires one.
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-
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- ```typescript
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- import { platform, PlatformToolError } from '@elevasis/sdk/worker';
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- import type { WorkflowStep } from '@elevasis/sdk';
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- import { StepType } from '@elevasis/sdk';
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-
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- const sendEmailStep: WorkflowStep = {
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- type: StepType.LINEAR,
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- handler: async (input, context) => {
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- const result = await platform.call({
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- tool: 'email',
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- method: 'send',
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- params: {
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- to: input.recipientEmail,
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- subject: input.subject,
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- body: input.body,
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- },
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- credential: 'sendgrid', // name of the stored credential
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- });
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-
125
- context.logger.info('Email sent', { messageId: result.messageId });
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- return { sent: true, messageId: result.messageId };
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- },
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- next: null,
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- };
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- ```
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-
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- **Key points:**
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-
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- - `platform.call()` is async and times out after 60 seconds
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- - `credential` is the name of a platform environment variable set via `elevasis-sdk env set` when the tool needs one
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- - On failure, `platform.call()` throws `PlatformToolError` (not `ToolingError`)
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- - Always log success so executions are easy to debug in the dashboard
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-
139
- ---
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-
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- ## Error Handling
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-
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- ### Catching Tool Errors
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-
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- Use `PlatformToolError` (from `@elevasis/sdk/worker`) to handle tool-specific failures without catching everything:
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-
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- ```typescript
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- import { platform, PlatformToolError } from '@elevasis/sdk/worker';
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-
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- const step = async (input) => {
151
- try {
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- const deals = await platform.call({
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- tool: 'crm',
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- method: 'listDeals',
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- params: { stage: 'proposal', limit: 10 },
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- });
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-
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- const deal = deals[0]
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- ? await platform.call({
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- tool: 'crm',
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- method: 'getDeal',
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- params: { dealId: deals[0].id },
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- })
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- : null;
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-
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- if (deal) {
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- await platform.call({
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- tool: 'crm',
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- method: 'updateDealStage',
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- params: { dealId: deal.id, stage: 'closing' },
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- });
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-
173
- await platform.call({
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- tool: 'crm',
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- method: 'createDealNote',
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- params: {
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- dealId: deal.id,
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- body: 'Reviewed proposal and moved the deal forward.',
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- },
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- });
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-
182
- await platform.call({
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- tool: 'crm',
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- method: 'createDealTask',
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- params: {
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- dealId: deal.id,
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- title: 'Send updated proposal',
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- dueAt: input.followUpAt ?? null,
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- },
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- });
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-
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- await platform.call({
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- tool: 'crm',
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- method: 'recordActivity',
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- params: {
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- dealId: deal.id,
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- type: 'stage_changed',
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- title: 'Deal moved to closing',
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- description: 'Reviewed the proposal and moved the deal forward.',
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- },
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- });
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- }
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-
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- return { dealId: deal?.id ?? null, dealCount: deals.length };
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- } catch (err) {
206
- if (err instanceof PlatformToolError) {
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- // Tool failed -- log it and return a degraded result
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- console.error('CRM tool failed:', err.message);
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- return { dealId: null, error: err.message };
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- }
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- throw err; // re-throw unexpected errors
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- }
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- };
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- ```
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-
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- ### Failing an Execution Explicitly
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-
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- Use `ExecutionError` when your step detects a condition that should mark the entire execution as failed:
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-
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- ```typescript
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- import { ExecutionError } from '@elevasis/sdk';
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-
223
- const validateStep = async (input) => {
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- if (!input.userId) {
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- throw new ExecutionError('userId is required', { code: 'MISSING_INPUT' });
226
- }
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- if (input.amount \<= 0) {
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- throw new ExecutionError('amount must be positive', { code: 'INVALID_AMOUNT' });
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- }
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- return { valid: true };
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- };
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- ```
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-
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- `ExecutionError` messages and metadata appear in the Elevasis dashboard under the failed execution's detail view.
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-
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- ### Using ToolingError
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-
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- `ToolingError` is thrown by lower-level platform operations (not `platform.call()` directly). You may encounter it in advanced scenarios:
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-
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- ```typescript
241
- import { ToolingError } from '@elevasis/sdk';
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-
243
- const step = async (input) => {
244
- try {
245
- return await doSomething(input);
246
- } catch (err) {
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- if (err instanceof ToolingError) {
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- // check err.type for the error category
249
- console.error('Tooling error:', err.type, err.message);
250
- }
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- throw err;
252
- }
253
- };
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- ```
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-
256
- ---
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-
258
- ## Logging in Steps
259
-
260
- The `context.logger` writes structured logs attached to the execution. Use it instead of `console.log` so logs appear in the dashboard alongside the execution record.
261
-
262
- ```typescript
263
- import type { StepHandler } from '@elevasis/sdk';
264
-
265
- const processStep: StepHandler = async (input, context) => {
266
- context.logger.info('Starting process', { userId: input.userId });
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-
268
- const result = await doWork(input);
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-
270
- context.logger.info('Process complete', { resultId: result.id });
271
- return result;
272
- };
273
- ```
274
-
275
- Avoid logging sensitive values (API keys, passwords, PII) since logs are stored and visible in the dashboard.
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-
277
- ---
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-
279
- ## Using the Execution Store
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-
281
- `context.store` is a simple key-value store scoped to the current execution. Use it to pass data between steps without coupling step interfaces, or to checkpoint long-running work.
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-
283
- ```typescript
284
- const firstStep: StepHandler = async (input, context) => {
285
- const data = await fetchExpensiveData(input.id);
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-
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- // Save for use by later steps
288
- await context.store.set('fetchedData', JSON.stringify(data));
289
-
290
- return { fetched: true };
291
- };
292
-
293
- const secondStep: StepHandler = async (input, context) => {
294
- const raw = await context.store.get('fetchedData');
295
- const data = JSON.parse(raw ?? '{}');
296
-
297
- return { processed: transform(data) };
298
- };
299
- ```
300
-
301
- Store values are strings. Serialize objects with `JSON.stringify` and parse with `JSON.parse`.
302
-
303
- ---
304
-
305
- ## Resource Status
306
-
307
- ### Dev vs Production
308
-
309
- While building a resource, set `config.status` to `'dev'`:
310
-
311
- ```typescript
312
- const myWorkflow: WorkflowDefinition = {
313
- config: {
314
- name: 'my-workflow',
315
- description: 'Does something useful',
316
- status: 'dev', // only manually triggerable
317
- },
318
- // ...
319
- };
320
- ```
321
-
322
- Dev resources:
323
-
324
- - Appear in `elevasis-sdk resources` output
325
- - Can be triggered with `elevasis-sdk exec my-workflow --input '{...}'`
326
- - Will NOT receive scheduled or webhook-triggered executions
327
- - Will NOT appear as available to external callers
328
-
329
- When you are ready to go live, change to `'prod'` and redeploy:
330
-
331
- ```typescript
332
- config: {
333
- name: 'my-workflow',
334
- description: 'Does something useful',
335
- status: 'prod', // receives all execution sources
336
- },
337
- ```
338
-
339
- ### Global Default Status
340
-
341
- Set a project-wide default in `elevasis.config.ts` to keep all resources in `'dev'` mode during development without touching each resource file:
342
-
343
- ```typescript
344
- import type { ElevasConfig } from '@elevasis/sdk';
345
-
346
- const config: ElevasConfig = {
347
- defaultStatus: 'dev',
348
- };
349
-
350
- export default config;
351
- ```
352
-
353
- Individual resources that set their own `config.status` override this default.
354
-
355
- ---
356
-
357
- ## Organizing Multiple Resources
358
-
359
- As your project grows, organize resources by business domain. Each domain gets its own directory with an `index.ts` barrel that exports `workflows` and `agents` arrays:
360
-
361
- ```typescript
362
- // src/orders/fulfill-order.ts
363
- export const fulfillOrder: WorkflowDefinition = { ... };
364
-
365
- // src/billing/send-invoice.ts
366
- export const sendInvoice: WorkflowDefinition = { ... };
367
-
368
- // src/orders/index.ts
369
- import { fulfillOrder } from './fulfill-order.js';
370
- export const workflows = [fulfillOrder];
371
- export const agents = [];
372
-
373
- // src/billing/index.ts
374
- import { sendInvoice } from './send-invoice.js';
375
- export const workflows = [sendInvoice];
376
- export const agents = [];
377
-
378
- // src/index.ts
379
- import type { DeploymentSpec } from '@elevasis/sdk';
380
- import * as orders from './orders/index.js';
381
- import * as billing from './billing/index.js';
382
-
383
- const org: DeploymentSpec = {
384
- workflows: [
385
- ...orders.workflows,
386
- ...billing.workflows,
387
- ],
388
- agents: [
389
- ...orders.agents,
390
- ...billing.agents,
391
- ],
392
- };
393
-
394
- export default org;
395
- ```
396
-
397
- The keys in `workflows` and `agents` are the resource identifiers used in CLI commands and the dashboard. Choose names that are descriptive and use kebab-case for consistency.
398
-
399
- ---
400
-
401
- ---
402
-
403
- ## Human-in-the-Loop UI Integration
404
-
405
- The platform's HITL mechanism works in two parts: your workflow code creates an approval task, and a UI surfaces that task to a reviewer.
406
-
407
- ### Creating approval tasks
408
-
409
- Call `approval.create()` from any workflow step to pause execution and emit a task to the Command Queue:
410
-
411
- ```typescript
412
- import { approval } from '@elevasis/sdk/worker'
413
-
414
- const task = await approval.create({
415
- actions: [
416
- { id: 'approve', label: 'Approve', type: 'primary' },
417
- { id: 'reject', label: 'Reject', type: 'danger' },
418
- ],
419
- context: { dealId, proposalUrl },
420
- description: 'Review proposal before sending',
421
- })
422
-
423
- if (task.actionId === 'approve') {
424
- // continue with approved path
425
- }
426
- ```
427
-
428
- The workflow step suspends at `approval.create()` and resumes only after a reviewer submits an action. See [Platform Adapters](../platform-tools/adapters-platform.mdx) for the full `approval.create()` reference.
429
-
430
- ### Built-in Command Center handling
431
-
432
- The Command Queue page in the Command Center surfaces all pending approval tasks automatically. Reviewers can filter by resource, approve or reject with an optional comment, and view decision history. No custom UI code is required -- deploy your workflow and the queue populates as tasks arrive.
433
-
434
- ### Custom UI handling
435
-
436
- `@elevasis/ui` exposes the following hooks for approval task operations, exported from `@elevasis/ui/hooks`:
437
-
438
- - `useCommandQueue` -- fetches the list of pending tasks for the organization
439
- - `useSubmitAction` -- POSTs an action decision to `/command-queue/{taskId}/action`
440
- - `usePatchTask` -- updates task metadata
441
- - `useDeleteTask` -- removes a task
442
-
443
- Use these hooks to build a custom approval queue surface in your template UI. `useSubmitAction` accepts `taskId`, `actionId`, and optional `notes`, and optimistically marks the task as `processing` while the request is in flight.
444
-
445
- For triggering executions from custom pages (the other side of the workflow interaction), see [UI Execution](../deployment/ui-execution.mdx).
446
-
447
- ---
448
-
449
- **Last Updated:** 2026-02-25
1
+ ---
2
+ title: Common Patterns
3
+ description: Common resource patterns for Elevasis SDK developers -- sequential steps, conditional branching, platform tools, error handling, and resource status management
4
+ loadWhen: "Building or modifying a workflow"
5
+ ---
6
+
7
+ This page collects the patterns you will reach for most often when writing resources. Each pattern is self-contained and can be adapted directly into your project.
8
+
9
+ ---
10
+
11
+ ## Sequential Workflow Steps
12
+
13
+ The simplest pattern: a chain of steps where each step feeds its output into the next.
14
+
15
+ ```typescript
16
+ import { z } from 'zod';
17
+ import { StepType } from '@elevasis/sdk';
18
+ import type { WorkflowDefinition, WorkflowStep } from '@elevasis/sdk';
19
+
20
+ const inputSchema = z.object({ orderId: z.string() });
21
+ const outputSchema = z.object({ shipped: z.boolean(), trackingNumber: z.string() });
22
+
23
+ type Input = z.infer<typeof inputSchema>;
24
+ type Output = z.infer<typeof outputSchema>;
25
+
26
+ const validateStep: WorkflowStep = {
27
+ type: StepType.LINEAR,
28
+ handler: async (input: Input) => {
29
+ const order = await getOrder(input.orderId);
30
+ if (!order) throw new Error(`Order ${input.orderId} not found`);
31
+ return { order };
32
+ },
33
+ next: { type: 'linear', target: 'ship' },
34
+ };
35
+
36
+ const shipStep: WorkflowStep = {
37
+ type: StepType.LINEAR,
38
+ handler: async (input) => {
39
+ const tracking = await createShipment(input.order);
40
+ return { shipped: true, trackingNumber: tracking.number };
41
+ },
42
+ next: null, // terminal -- no further steps
43
+ };
44
+
45
+ const fulfillOrder: WorkflowDefinition = {
46
+ config: { resourceId: 'fulfill-order', name: 'Fulfill Order', type: 'workflow', description: 'Validates and ships an order', version: '1.0.0', status: 'dev' },
47
+ contract: { inputSchema, outputSchema },
48
+ steps: { validate: validateStep, ship: shipStep },
49
+ entryPoint: 'validate',
50
+ };
51
+ ```
52
+
53
+ **Key points:**
54
+
55
+ - `next: { target: 'stepName' }` routes to the next step
56
+ - `next: null` marks the terminal step
57
+ - Each step receives the full return value of the previous step as its `input`
58
+ - The terminal step's return value must satisfy `contract.output`
59
+
60
+ ---
61
+
62
+ ## Conditional Branching
63
+
64
+ Use `StepType.CONDITIONAL` when the next step depends on the output of the current step.
65
+
66
+ ```typescript
67
+ import { StepType } from '@elevasis/sdk';
68
+ import type { WorkflowStep } from '@elevasis/sdk';
69
+
70
+ const scoreStep: WorkflowStep = {
71
+ type: StepType.CONDITIONAL,
72
+ handler: async (input) => {
73
+ const score = await calculateRiskScore(input.applicationId);
74
+ return { score, applicationId: input.applicationId };
75
+ },
76
+ next: {
77
+ type: 'conditional',
78
+ routes: [
79
+ {
80
+ condition: (output) => output.score \>= 80,
81
+ target: 'autoApprove',
82
+ },
83
+ {
84
+ condition: (output) => output.score \>= 40,
85
+ target: 'manualReview',
86
+ },
87
+ ],
88
+ default: 'autoReject', // used when no condition matches
89
+ },
90
+ };
91
+ ```
92
+
93
+ **Key points:**
94
+
95
+ - Routes are evaluated in order -- the first matching condition wins
96
+ - `default` is required and acts as the `else` branch
97
+ - The condition function receives the full handler output
98
+ - All route targets and `default` must be keys in your `steps` record
99
+
100
+ ---
101
+
102
+ ## Using Platform Tools in Steps
103
+
104
+ Platform tools let your steps call integrations managed by Elevasis (email, CRM, databases, etc.). Import `platform` from `@elevasis/sdk/worker` and call it with the tool name, method, parameters, and an optional credential reference when the tool requires one.
105
+
106
+ ```typescript
107
+ import { platform, PlatformToolError } from '@elevasis/sdk/worker';
108
+ import type { WorkflowStep } from '@elevasis/sdk';
109
+ import { StepType } from '@elevasis/sdk';
110
+
111
+ const sendEmailStep: WorkflowStep = {
112
+ type: StepType.LINEAR,
113
+ handler: async (input, context) => {
114
+ const result = await platform.call({
115
+ tool: 'email',
116
+ method: 'send',
117
+ params: {
118
+ to: input.recipientEmail,
119
+ subject: input.subject,
120
+ body: input.body,
121
+ },
122
+ credential: 'sendgrid', // name of the stored credential
123
+ });
124
+
125
+ context.logger.info('Email sent', { messageId: result.messageId });
126
+ return { sent: true, messageId: result.messageId };
127
+ },
128
+ next: null,
129
+ };
130
+ ```
131
+
132
+ **Key points:**
133
+
134
+ - `platform.call()` is async and times out after 60 seconds
135
+ - `credential` is the name of a platform environment variable set via `elevasis-sdk env set` when the tool needs one
136
+ - On failure, `platform.call()` throws `PlatformToolError` (not `ToolingError`)
137
+ - Always log success so executions are easy to debug in the dashboard
138
+
139
+ ---
140
+
141
+ ## Error Handling
142
+
143
+ ### Catching Tool Errors
144
+
145
+ Use `PlatformToolError` (from `@elevasis/sdk/worker`) to handle tool-specific failures without catching everything:
146
+
147
+ ```typescript
148
+ import { platform, PlatformToolError } from '@elevasis/sdk/worker';
149
+
150
+ const step = async (input) => {
151
+ try {
152
+ const deals = await platform.call({
153
+ tool: 'crm',
154
+ method: 'listDeals',
155
+ params: { stage: 'proposal', limit: 10 },
156
+ });
157
+
158
+ const deal = deals[0]
159
+ ? await platform.call({
160
+ tool: 'crm',
161
+ method: 'getDeal',
162
+ params: { dealId: deals[0].id },
163
+ })
164
+ : null;
165
+
166
+ if (deal) {
167
+ await platform.call({
168
+ tool: 'crm',
169
+ method: 'updateDealStage',
170
+ params: { dealId: deal.id, stage: 'closing' },
171
+ });
172
+
173
+ await platform.call({
174
+ tool: 'crm',
175
+ method: 'createDealNote',
176
+ params: {
177
+ dealId: deal.id,
178
+ body: 'Reviewed proposal and moved the deal forward.',
179
+ },
180
+ });
181
+
182
+ await platform.call({
183
+ tool: 'crm',
184
+ method: 'createDealTask',
185
+ params: {
186
+ dealId: deal.id,
187
+ title: 'Send updated proposal',
188
+ dueAt: input.followUpAt ?? null,
189
+ },
190
+ });
191
+
192
+ await platform.call({
193
+ tool: 'crm',
194
+ method: 'recordActivity',
195
+ params: {
196
+ dealId: deal.id,
197
+ type: 'stage_changed',
198
+ title: 'Deal moved to closing',
199
+ description: 'Reviewed the proposal and moved the deal forward.',
200
+ },
201
+ });
202
+ }
203
+
204
+ return { dealId: deal?.id ?? null, dealCount: deals.length };
205
+ } catch (err) {
206
+ if (err instanceof PlatformToolError) {
207
+ // Tool failed -- log it and return a degraded result
208
+ console.error('CRM tool failed:', err.message);
209
+ return { dealId: null, error: err.message };
210
+ }
211
+ throw err; // re-throw unexpected errors
212
+ }
213
+ };
214
+ ```
215
+
216
+ ### Failing an Execution Explicitly
217
+
218
+ Use `ExecutionError` when your step detects a condition that should mark the entire execution as failed:
219
+
220
+ ```typescript
221
+ import { ExecutionError } from '@elevasis/sdk';
222
+
223
+ const validateStep = async (input) => {
224
+ if (!input.userId) {
225
+ throw new ExecutionError('userId is required', { code: 'MISSING_INPUT' });
226
+ }
227
+ if (input.amount \<= 0) {
228
+ throw new ExecutionError('amount must be positive', { code: 'INVALID_AMOUNT' });
229
+ }
230
+ return { valid: true };
231
+ };
232
+ ```
233
+
234
+ `ExecutionError` messages and metadata appear in the Elevasis dashboard under the failed execution's detail view.
235
+
236
+ ### Using ToolingError
237
+
238
+ `ToolingError` is thrown by lower-level platform operations (not `platform.call()` directly). You may encounter it in advanced scenarios:
239
+
240
+ ```typescript
241
+ import { ToolingError } from '@elevasis/sdk';
242
+
243
+ const step = async (input) => {
244
+ try {
245
+ return await doSomething(input);
246
+ } catch (err) {
247
+ if (err instanceof ToolingError) {
248
+ // check err.type for the error category
249
+ console.error('Tooling error:', err.type, err.message);
250
+ }
251
+ throw err;
252
+ }
253
+ };
254
+ ```
255
+
256
+ ---
257
+
258
+ ## Logging in Steps
259
+
260
+ The `context.logger` writes structured logs attached to the execution. Use it instead of `console.log` so logs appear in the dashboard alongside the execution record.
261
+
262
+ ```typescript
263
+ import type { StepHandler } from '@elevasis/sdk';
264
+
265
+ const processStep: StepHandler = async (input, context) => {
266
+ context.logger.info('Starting process', { userId: input.userId });
267
+
268
+ const result = await doWork(input);
269
+
270
+ context.logger.info('Process complete', { resultId: result.id });
271
+ return result;
272
+ };
273
+ ```
274
+
275
+ Avoid logging sensitive values (API keys, passwords, PII) since logs are stored and visible in the dashboard.
276
+
277
+ ---
278
+
279
+ ## Using the Execution Store
280
+
281
+ `context.store` is a simple key-value store scoped to the current execution. Use it to pass data between steps without coupling step interfaces, or to checkpoint long-running work.
282
+
283
+ ```typescript
284
+ const firstStep: StepHandler = async (input, context) => {
285
+ const data = await fetchExpensiveData(input.id);
286
+
287
+ // Save for use by later steps
288
+ await context.store.set('fetchedData', JSON.stringify(data));
289
+
290
+ return { fetched: true };
291
+ };
292
+
293
+ const secondStep: StepHandler = async (input, context) => {
294
+ const raw = await context.store.get('fetchedData');
295
+ const data = JSON.parse(raw ?? '{}');
296
+
297
+ return { processed: transform(data) };
298
+ };
299
+ ```
300
+
301
+ Store values are strings. Serialize objects with `JSON.stringify` and parse with `JSON.parse`.
302
+
303
+ ---
304
+
305
+ ## Resource Status
306
+
307
+ ### Dev vs Production
308
+
309
+ While building a resource, set `config.status` to `'dev'`:
310
+
311
+ ```typescript
312
+ const myWorkflow: WorkflowDefinition = {
313
+ config: {
314
+ name: 'my-workflow',
315
+ description: 'Does something useful',
316
+ status: 'dev', // only manually triggerable
317
+ },
318
+ // ...
319
+ };
320
+ ```
321
+
322
+ Dev resources:
323
+
324
+ - Appear in `elevasis-sdk resources` output
325
+ - Can be triggered with `elevasis-sdk exec my-workflow --input '{...}'`
326
+ - Will NOT receive scheduled or webhook-triggered executions
327
+ - Will NOT appear as available to external callers
328
+
329
+ When you are ready to go live, change to `'prod'` and redeploy:
330
+
331
+ ```typescript
332
+ config: {
333
+ name: 'my-workflow',
334
+ description: 'Does something useful',
335
+ status: 'prod', // receives all execution sources
336
+ },
337
+ ```
338
+
339
+ ### Global Default Status
340
+
341
+ Set a project-wide default in `elevasis.config.ts` to keep all resources in `'dev'` mode during development without touching each resource file:
342
+
343
+ ```typescript
344
+ import type { ElevasConfig } from '@elevasis/sdk';
345
+
346
+ const config: ElevasConfig = {
347
+ defaultStatus: 'dev',
348
+ };
349
+
350
+ export default config;
351
+ ```
352
+
353
+ Individual resources that set their own `config.status` override this default.
354
+
355
+ ---
356
+
357
+ ## Organizing Multiple Resources
358
+
359
+ As your project grows, organize resources by business domain. Each domain gets its own directory with an `index.ts` barrel that exports `workflows` and `agents` arrays:
360
+
361
+ ```typescript
362
+ // src/orders/fulfill-order.ts
363
+ export const fulfillOrder: WorkflowDefinition = { ... };
364
+
365
+ // src/billing/send-invoice.ts
366
+ export const sendInvoice: WorkflowDefinition = { ... };
367
+
368
+ // src/orders/index.ts
369
+ import { fulfillOrder } from './fulfill-order.js';
370
+ export const workflows = [fulfillOrder];
371
+ export const agents = [];
372
+
373
+ // src/billing/index.ts
374
+ import { sendInvoice } from './send-invoice.js';
375
+ export const workflows = [sendInvoice];
376
+ export const agents = [];
377
+
378
+ // src/index.ts
379
+ import type { DeploymentSpec } from '@elevasis/sdk';
380
+ import * as orders from './orders/index.js';
381
+ import * as billing from './billing/index.js';
382
+
383
+ const org: DeploymentSpec = {
384
+ workflows: [
385
+ ...orders.workflows,
386
+ ...billing.workflows,
387
+ ],
388
+ agents: [
389
+ ...orders.agents,
390
+ ...billing.agents,
391
+ ],
392
+ };
393
+
394
+ export default org;
395
+ ```
396
+
397
+ The keys in `workflows` and `agents` are the resource identifiers used in CLI commands and the dashboard. Choose names that are descriptive and use kebab-case for consistency.
398
+
399
+ ---
400
+
401
+ ---
402
+
403
+ ## Human-in-the-Loop UI Integration
404
+
405
+ The platform's HITL mechanism works in two parts: your workflow code creates an approval task, and a UI surfaces that task to a reviewer.
406
+
407
+ ### Creating approval tasks
408
+
409
+ Call `approval.create()` from any workflow step to pause execution and emit a task to the Command Queue:
410
+
411
+ ```typescript
412
+ import { approval } from '@elevasis/sdk/worker'
413
+
414
+ const task = await approval.create({
415
+ actions: [
416
+ { id: 'approve', label: 'Approve', type: 'primary' },
417
+ { id: 'reject', label: 'Reject', type: 'danger' },
418
+ ],
419
+ context: { dealId, proposalUrl },
420
+ description: 'Review proposal before sending',
421
+ })
422
+
423
+ if (task.actionId === 'approve') {
424
+ // continue with approved path
425
+ }
426
+ ```
427
+
428
+ The workflow step suspends at `approval.create()` and resumes only after a reviewer submits an action. See [Platform Adapters](../platform-tools/adapters-platform.mdx) for the full `approval.create()` reference.
429
+
430
+ ### Built-in Command Center handling
431
+
432
+ The Command Queue page in the Command Center surfaces all pending approval tasks automatically. Reviewers can filter by resource, approve or reject with an optional comment, and view decision history. No custom UI code is required -- deploy your workflow and the queue populates as tasks arrive.
433
+
434
+ ### Custom UI handling
435
+
436
+ `@elevasis/ui` exposes the following hooks for approval task operations, exported from `@elevasis/ui/hooks`:
437
+
438
+ - `useCommandQueue` -- fetches the list of pending tasks for the organization
439
+ - `useSubmitAction` -- POSTs an action decision to `/command-queue/{taskId}/action`
440
+ - `usePatchTask` -- updates task metadata
441
+ - `useDeleteTask` -- removes a task
442
+
443
+ Use these hooks to build a custom approval queue surface in your template UI. `useSubmitAction` accepts `taskId`, `actionId`, and optional `notes`, and optimistically marks the task as `processing` while the request is in flight.
444
+
445
+ For triggering executions from custom pages (the other side of the workflow interaction), see [UI Execution](../deployment/ui-execution.mdx).
446
+
447
+ ---
448
+
449
+ **Last Updated:** 2026-02-25