@elevasis/sdk 1.44.2 → 1.45.0

package/reference/_navigation.md

@@ -46,25 +46,25 @@ Package entries indexed: 61.
 
 | Resource | Location | Description | When to Load |
 | --- | --- | --- | --- |
-| SDK | `sdk/index.mdx` | Root SDK types, config, runtime errors, and registry surface. | (not specified) |
+| SDK | `sdk/index.mdx` | Build and deploy workflows, agents, and resources with the Elevasis SDK | (not specified) |
 
 ## @elevasis/sdk / Runtime
 
 | Resource | Location | Description | When to Load |
 | --- | --- | --- | --- |
-| Worker Runtime | `sdk/runtime.mdx` | Worker runtime entrypoint, adapters, and platform execution surface. | (not specified) |
+| Worker Runtime | `sdk/runtime.mdx` | How your code runs on the Elevasis platform -- execution lifecycle, concurrency, timeouts, cancellation, error handling, observability, resource limits, and v1 limitations | (not specified) |
 
 ## @elevasis/sdk / Testing
 
 | Resource | Location | Description | When to Load |
 | --- | --- | --- | --- |
-| Test Utils | `sdk/runtime.mdx` | Workflow runner, registry assertion, and typed adapter mocks for SDK consumers. | (not specified) |
+| Test Utils | `sdk/runtime.mdx` | How your code runs on the Elevasis platform -- execution lifecycle, concurrency, timeouts, cancellation, error handling, observability, resource limits, and v1 limitations | (not specified) |
 
 ## @elevasis/sdk / Tooling
 
 | Resource | Location | Description | When to Load |
 | --- | --- | --- | --- |
-| Node Build Tooling | `sdk/cli.mdx` | Node-only build helpers: knowledge codegen and other fs/path/process utilities. Not browser-safe. | (not specified) |
+| Node Build Tooling | `sdk/cli.mdx` | Core elevasis-sdk CLI commands -- validate, deploy, execute, inspect resources, manage credentials, rename, and enumerate the command catalog | (not specified) |
 
 ## @elevasis/ui / Build
 
@@ -161,23 +161,153 @@ Package entries indexed: 61.
 
 ## Scaffold Reference
 
-Universal scaffold documentation for all SDK projects. Source locations are co-located with owning packages; the SDK build copies everything into `reference/scaffold/`.
+Universal scaffold documentation for all SDK projects. Source locations are co-located with owning packages; the SDK build copies everything into `reference/scaffold/`, `reference/examples/`, and `reference/spine/`.
 
 | Document | Bundle Path | Description |
 | --- | --- | --- |
-| Scaffold Index | `scaffold/index.mdx` | Discovery entry point and navigation map |
-| Add a System | `scaffold/recipes/add-a-feature.md` | End-to-end system addition recipe |
-| Add a Resource | `scaffold/recipes/add-a-resource.md` | Workflow/agent authoring recipe |
-| Gate by System/Admin | `scaffold/recipes/gate-by-feature-or-admin.md` | Access control patterns |
-| UI Recipes | `scaffold/ui/recipes.md` | Copy-paste UI recipes |
-| System Flags & Gating | `scaffold/ui/feature-flags-and-gating.md` | Three-concept gating model |
-| Customizing Systems | `scaffold/ui/customization.md` | Sidebar composition patterns |
-| System Shell | `scaffold/ui/feature-shell.mdx` | SystemModule manifest and provider |
-| Composition & Extensibility | `scaffold/ui/composition-extensibility.mdx` | Layout primitives and overrides |
-| Organization Model | `scaffold/core/organization-model.mdx` | Semantic contract and schema |
-| Organization Graph | `scaffold/core/organization-graph.mdx` | Graph derivation and Cytoscape |
-| Workflow Recipes | `scaffold/operations/workflow-recipes.md` | Workflow anatomy and adapters |
-| Glossary | `scaffold/reference/glossary.md` | Term definitions |
-| Contracts | `scaffold/reference/contracts.md` | Auto-generated type contracts |
-| System Registry | `scaffold/reference/feature-registry.md` | Auto-generated system catalog |
-| Agent Rules | `rules/` | Bundled external-template agent rule corpus for generated projects |
+| Organization Model | `scaffold/core/organization-model.mdx` | Organization OS Model layer documentation for the System hierarchy, semantic domains, resource descriptors, and curated @elevasis/core public API. |
+| Organization Graph | `scaffold/core/organization-graph.mdx` | Organization OS graph layer documentation for the organization graph derived from Organization Model Systems, resources, actions, entities, ontology catalogs, and typed links. |
+| Glossary | `scaffold/reference/glossary.md` | Terminology disambiguation for Organization OS concepts used in the template scaffold, core package, and published packages. |
+| Reference Contracts | `scaffold/reference/contracts.md` | Auto-generated TypeScript contracts for SDK consumers. Do not edit manually. |
+| System Interface Capabilities | `scaffold/reference/system-interface-capabilities.md` | Auto-generated System Interface profile and derived-readiness catalog |
+| UI Recipes | `scaffold/ui/recipes.md` | Current recipes for adding pages, system-gated routes, system components, theme tokens, Organization Model sidebar entries, and executable resources. |
+| Feature Flags And Gating | `scaffold/ui/feature-flags-and-gating.md` | System access and gating: Organization Model system paths resolved through the Access Model |
+| Customizing Systems | `scaffold/ui/customization.md` | One pattern for customizing system sidebars and pages -- set manifest.sidebar to a component composing the system's published pieces. Decision tree + three worked examples. |
+| System Shell & Provider Runtime | `scaffold/ui/feature-shell.mdx` | Current system shell contract for Organization Model systems, manifests, route matching, sidebars, and breadcrumbs. |
+| Composition & Extensibility | `scaffold/ui/composition-extensibility.mdx` | Organization OS Toolkit layer guidance for customizing shared shell systems without forking, including exported nav arrays, optional sidebar props, composable layout primitives, the manifest.sidebar override pattern, and the render-prop slot + zero-wiring default pattern for the shared session-chat surface. |
+| System Manifest Registry | `scaffold/reference/feature-registry.md` | Auto-generated catalog of registered system manifests. Do not edit manually. |
+| Organization Model | `examples/organization-model.ts` | Worked defineOrganizationModel()/defineResources()/defineTopology() examples to copy from |
+| Scaffold Reference | `scaffold/index.mdx` | Universal scaffold documentation for Elevasis SDK projects -- recipes, patterns, architecture, and reference materials that apply to all workspaces. |
+| Pathway Recipes | `scaffold/recipes/index.md` | Terse end-to-end walkthroughs for the three most common authoring tasks -- adding a system, adding a resource, and gating access. |
+| Add an OM-Backed System | `scaffold/recipes/add-a-feature.md` | Add a system through the Organization Model, runtime resource descriptors, UI wiring, and alignment tests. |
+| Add a Resource | `scaffold/recipes/add-a-resource.md` | Add an OM-owned workflow or agent descriptor, bind executable behavior in operations, and verify descriptor-backed deployment. |
+| Extend a Base Entity | `scaffold/recipes/extend-a-base-entity.md` | Add project-specific metadata to the canonical entity shapes (Project, Deal, Company, etc.) from @elevasis/core/entities using the TMeta extension slot. |
+| Customize organization-model.ts | `scaffold/recipes/customize-organization-model.md` | Annotated walkthrough for customizing the System-backed Organization Model in template-derived projects. |
+| Gate by System or Admin | `scaffold/recipes/gate-by-feature-or-admin.md` | Decision table and recipes for gating routes, sidebar entries, and UI elements with AccessGuard and the unified Access Model. |
+| Build and Extend CRM | `scaffold/recipes/extend-crm.md` | Map the CRM platform primitives available to SDK projects: shared UI pages, sidebar composition, data hooks, action definitions, workflow adapters, System Interfaces, and org-model extension boundaries. |
+| Build and Extend Lead Gen | `scaffold/recipes/extend-lead-gen.md` | Map the lead-gen platform primitives available to SDK projects: shared UI pages, provider-injected Organization Model config, data hooks, list/member state, artifacts, workflow adapters, System Interfaces, and tenant-owned extension boundaries. |
+| Customize CRM Actions | `scaffold/recipes/customize-crm-actions.md` | Add, hide, or replace CRM deal action buttons in a template-derived project, and override default platform action workflows with project-owned implementations. |
+| Customize Knowledge Browser | `scaffold/recipes/customize-knowledge-browser.md` | Author knowledge nodes and customize the Knowledge Browser in a template-derived project -- from zero-config authoring through sidebar composition, custom dispatchers, and direct query access. |
+| Query the Knowledge Graph | `scaffold/recipes/query-the-knowledge-graph.md` | Use the `knowledge:*` CLI subcommands on `elevasis-sdk` (external projects) and `elevasis` (monorepo) to browse, inspect, and traverse the OrganizationModel knowledge graph via six mount axes. |
+| Workflow Recipes | `scaffold/operations/workflow-recipes.md` | Anatomy of a workflow, adapter usage, and trigger patterns -- runnable email-notification example replaces the trivial echo workflow. Resolves eval score 2/5 on workflow authoring. |
+| Propagation Pipeline | `scaffold/operations/propagation-pipeline.md` | Three-layer pipeline that keeps Organization OS artifacts current across the monorepo and all template-derived external projects -- source generation, registry-driven sync planning/apply, and verification. |
+| Scaffold Maintenance | `scaffold/operations/scaffold-maintenance.md` | How scaffold documentation is organized, generated, and bundled into the SDK -- content placement map, auto-generation pipeline, and instructions for adding new scaffold docs. |
+| Spine Primer | `spine/spine-primer.md` | Tenant-facing primer for using an Organization Model ontology catalog as the shared coordination spine between workflow producers, runtime state, API filters, and UI projections. |
+| Agent Rules | `rules/` | Bundled agent rule corpus -- see the Agent Rules section below for the per-file index |
+
+---
+
+## Agent Rules
+
+The bundled agent-rule corpus. Locations are relative to this file -- the `reference/` root of the installed `@elevasis/sdk` package -- so every row resolves offline in a cloned project with no monorepo.
+
+Agent rules indexed: 18.
+
+### Core Config
+
+| Rule | Location | Description | When to Load |
+| --- | --- | --- | --- |
+| Organization Model | `rules/organization-model.md` | Edits to the canonical organization model go through /om | Before touching `core/config/organization-model.ts` or `core/config/organization-model/` -- edits route through `/om`. |
+| Core Types | `rules/shared-types.md` | Core type boundary -- what belongs in core/types, import rules, schema conventions | Editing anything under `core/types/` -- the browser-safe boundary shared by `ui/` and `operations/`. |
+
+### Operations
+
+| Rule | Location | Description | When to Load |
+| --- | --- | --- | --- |
+| Operations | `rules/operations.md` | Platform workflows, agents, resource definitions, and deployment for the operations/ surface | Editing anything under `operations/` -- workflows, agents, or resource definitions. |
+| Platform | `rules/platform.md` | Platform conventions -- SDK workflows, agents, deployment, resource registry | Authoring a workflow or agent definition, or registering a resource in the registry. |
+| Deployment | `rules/deployment.md` | Deployment workflow -- check-first, dev vs prod, version bumping, common errors | Before any deploy -- a plain `run deploy` targets production by default. |
+| Execution Model | `rules/execution.md` | Execution model -- timeouts, memory, concurrency, org isolation, runtime constraints | Hitting a timeout, memory ceiling, concurrency limit, or org-isolation question at runtime. |
+| Agent Runtime | `rules/agent-runtime.md` | Agent runtime behavior -- iteration response shape, session memory and replay, prose normalization, and why a redeploy is what makes a platform fix live | Debugging an agent turn -- a missing reply, a corrupted one, a session that forgot, or an unenforced schema. |
+| Error Handling | `rules/error-handling.md` | Error handling -- ExecutionError vs PlatformToolError, retry logic, no auto-retry | Writing or debugging a step handler that throws, catches, or retries. |
+| Observability | `rules/observability.md` | Observability -- context.logger API, execution inspection, step-level context | Adding logging to a step handler, or inspecting a past execution. |
+
+### Orientation
+
+| Rule | Location | Description | When to Load |
+| --- | --- | --- | --- |
+| Organization OS | `rules/organization-os.md` | Organization OS orientation -- what the semantic contract layer is, which surface owns what, and where the full reference docs live; concrete edit rules live in organization-model.md | Before an org-model change, to see how Systems, ontology, resources, policies, and knowledge relate. |
+| Package Taxonomy | `rules/package-taxonomy.md` | Package taxonomy (consumer view) -- external projects consume the published @elevasis/* surface only; workspace-internal @repo/elevasis-* packages are not installable here | Adding a dependency, or resolving an `@elevasis/*` import or subpath question. |
+| Active Change Index | `rules/active-change-index.md` | Which bundled references to load for platform areas under active change, and how to resolve drift between the bundled snapshot and live platform behavior | Before trusting a stable scaffold doc in a fast-moving area -- lists what in-progress work overrides. |
+
+### Session
+
+| Rule | Location | Description | When to Load |
+| --- | --- | --- | --- |
+| Vibe Layer | `rules/vibe.md` | Ambient intent classifier -- routes natural-language input to intent buckets without a slash command; Codify and Toggle delegate to /om, Operate delegates to /elevasis | Always -- governs every natural-language message before the agent acts. |
+| Vibe Intents (Detail) | `rules/vibe-intents.md` | Vibe intent detail -- per-intent recognition signals, fixture examples, agent actions, ambiguity handling, classifier threshold, and phase scope | Only when a message resists classification, or a routed intent needs its exact ceremony -- not resident. |
+| Agent Start Here | `rules/agent-start-here.md` | Canonical first-read for agents entering the template scaffold -- project continuity, task-class routing, and boundary resolution | First read on entering a project, or when resuming with no prior context. |
+| Task Tracking | `rules/task-tracking.md` | In-progress task conventions -- doc format, status values, resume_context ownership, auto-save behavior | Creating, updating, or closing an in-progress task doc. |
+
+### UI
+
+| Rule | Location | Description | When to Load |
+| --- | --- | --- | --- |
+| UI Features | `rules/ui.md` | UI shell, route structure, auth flow, API access, and template customization points for the ui/ surface | Editing anything under `ui/` -- app shell, routes, auth flow, or template customization points. |
+| Frontend | `rules/frontend.md` | Frontend conventions -- React, routing, state, styling, testing, pages | Editing anything under `ui/src/` -- components, routing, state, styling, or frontend tests. |
+
+---
+
+## Docs Site Pages
+
+Every page under `apps/docs/content/docs/sdk/` copied verbatim into the root of this bundle by `copy-reference-docs.mjs`, indexed directly from the source tree. Several of these pages are also linked individually above as a package export’s primary doc; this section exists so every bundled page -- not only the ones an export happens to link to -- is reachable from a navigation row.
+
+Docs-site pages indexed: 38.
+
+### (root)
+
+| Page | Location | Description |
+| --- | --- | --- |
+| Elevasis SDK | `index.mdx` | The three published Elevasis packages — @elevasis/sdk, @elevasis/core, and @elevasis/ui — that tenant projects install and compose to build AI workflows and feature-rich applications on the platform. |
+
+### core
+
+| Page | Location | Description |
+| --- | --- | --- |
+| @elevasis/core Export Catalog | `core/exports.mdx` | Auto-generated catalog of all published @elevasis/core subpath exports, derived from packages/core/reference-manifest.ts. |
+| @elevasis/core | `core/index.mdx` | The shared Zod contract layer for the Elevasis platform — organization model, entity schemas, knowledge graph, auth types, and test utilities. Used by both @elevasis/sdk and @elevasis/ui. |
+
+### sdk
+
+| Page | Location | Description |
+| --- | --- | --- |
+| CLI Management Commands | `sdk/cli-management.mdx` | elevasis-sdk management commands -- project, note, acquisition, client, agent, session, queue, schedule, om, ui, and skill subcommand families |
+| CLI Reference | `sdk/cli.mdx` | Core elevasis-sdk CLI commands -- validate, deploy, execute, inspect resources, manage credentials, rename, and enumerate the command catalog |
+| Concepts Reference | `sdk/concepts.mdx` | Plain-English explanations of Elevasis SDK concepts -- glossary, workflow analogies, Zod schemas, execution model, platform tools, and design decisions |
+| When to Reach for the define* Builders | `sdk/define-builders.mdx` | defineWorkflow, defineStep, defineContract, defineResource, and defineTopology exist for two different reasons -- this page teaches which reason applies before you pick a builder over a plain object literal. |
+| Command Center | `sdk/deployment/command-center.mdx` | Post-deployment UI reference -- what each page does, the resource graph model, relationships, validation, and how SDK concepts map to Command Center actions |
+| Execution Reference | `sdk/deployment/execution-reference.mdx` | REST endpoints for executing resources, querying execution history, and managing deployments; plus React UI components and hooks for triggering executions from custom pages via @elevasis/ui |
+| Deploying Resources | `sdk/deployment/index.mdx` | How to deploy your Elevasis SDK resources to the platform using elevasis-sdk deploy, including configuration, validation, and environment setup |
+| @elevasis/sdk Export Catalog | `sdk/exports.mdx` | Auto-generated catalog of all published @elevasis/sdk subpath exports, derived from packages/sdk/reference-manifest.ts. |
+| Agent System | `sdk/framework/agent.mdx` | The template's skill layer, the always-on ambient vibe classifier, the rules layer, and how project continuity is tracked through the elevasis-sdk project CLI, not files |
+| Development Framework | `sdk/framework/index.mdx` | The template ships an agent operating environment alongside your code -- always-loaded rules, slash-command skills, a two-track tutorial, and a small gitignored memory surface |
+| Project Structure | `sdk/framework/project-structure.mdx` | Each directory and file in an Elevasis SDK project and its purpose, verified against the current external/_template scaffold |
+| Tutorial System | `sdk/framework/tutorial-system.mdx` | The /tutorial skill in the external project scaffold -- two-track onboarding (vibe-coder and technical), gate question, track persistence, and escape hatch |
+| Getting Started | `sdk/getting-started.mdx` | Set up your Elevasis SDK project and run your first deployment |
+| Human-in-the-Loop (HITL) Workflows | `sdk/human-in-the-loop.mdx` | How a workflow step opens an approval task, how it reaches the command queue, and how selecting an action resumes work -- the story that connects the approval adapter, checkpoint metadata, and the queue CLI. |
+| Elevasis SDK | `sdk/index.mdx` | Build and deploy workflows, agents, and resources with the Elevasis SDK |
+| Integration Adapters | `sdk/platform-tools/adapters-integration.mdx` | Auto-generated table of all 13 integration (credential-bound) adapters exported from @elevasis/sdk/worker, derived from static analysis of the adapter source files. |
+| Platform Adapters | `sdk/platform-tools/adapters-platform.mdx` | Auto-generated table of all 12 platform (singleton, no credential) adapters exported from @elevasis/sdk/worker, derived from static analysis of the adapter source files. |
+| Platform Tools | `sdk/platform-tools/index.mdx` | Access 25 adapters (13 integration + 12 platform) from your SDK workflows -- typed adapters, credential security model, and working code examples |
+| Adapter Type Safety | `sdk/platform-tools/type-safety.mdx` | SDK worker adapter type safety patterns - required fields, discriminated unions, and intentionally loose types |
+| The Deployment Spec Pattern | `sdk/project-deployment-spec.mdx` | How projectDeploymentSpec and defineWorkflowConfig assemble the DeploymentSpec a scaffolded project actually ships, using operations/src/index.ts as the reference. |
+| Writing Resources | `sdk/resources/index.mdx` | Guide to creating descriptor-backed workflows and agents with the Elevasis SDK |
+| Common Patterns | `sdk/resources/patterns.mdx` | Common resource patterns for Elevasis SDK developers -- sequential steps, conditional branching, platform tools, error handling, and resource status management |
+| SDK Types | `sdk/resources/types.mdx` | Type reference for @elevasis/sdk package exports, resource metadata, platform types, ElevasConfig, StepHandler context, and runtime values |
+| Execution Runtime | `sdk/runtime.mdx` | How your code runs on the Elevasis platform -- execution lifecycle, concurrency, timeouts, cancellation, error handling, observability, resource limits, and v1 limitations |
+| Template: Data Enrichment | `sdk/templates/data-enrichment.mdx` | LLM-powered enrichment of existing database records -- read rows, enrich each with an LLM, write results back to Supabase |
+| Template: Email Sender | `sdk/templates/email-sender.mdx` | Transactional email via Resend with template support -- send styled emails to one or multiple recipients |
+| Templates | `sdk/templates/index.mdx` | Ready-to-use workflow templates for common automation patterns -- web scraping, data enrichment, email sending, lead scoring, PDF generation, text classification, and recurring jobs |
+| Template: Lead Scorer | `sdk/templates/lead-scorer.mdx` | LLM-based lead scoring with Supabase storage -- receive a lead, score it with an LLM, store the result |
+| Template: PDF Generator | `sdk/templates/pdf-generator.mdx` | PDF generation from structured data with platform storage upload -- render a PDF from a template and upload to platform storage |
+| Template: Recurring Job | `sdk/templates/recurring-job.mdx` | Scheduler-triggered periodic workflow -- run a task on a schedule (daily, weekly, hourly, or custom cron) |
+| Template: Text Classifier | `sdk/templates/text-classifier.mdx` | Multi-label text classification with structured output -- classify text into predefined categories using an LLM with JSON output |
+| Template: Web Scraper | `sdk/templates/web-scraper.mdx` | Apify-based web scraper that stores results in Supabase -- fetch structured data from any website via Apify actors |
+| Common Errors | `sdk/troubleshooting.mdx` | Static SDK-level error catalog -- CLI errors, deployment errors, schema validation, platform tool failures, and runtime errors with diagnostic steps |
+
+### ui
+
+| Page | Location | Description |
+| --- | --- | --- |
+| @elevasis/ui Export Catalog | `ui/exports.mdx` | Auto-generated catalog of all published @elevasis/ui subpath exports, derived from packages/ui/reference-manifest.ts. |
+| @elevasis/ui | `ui/index.mdx` | The shared React 19 feature-shell and manifest-backed feature modules for Elevasis — Lead Gen, CRM, Projects, Operations, Monitoring, Settings, SEO, and more. Embeds into any host UI via ElevasisCoreProvider and ElevasisSystemsProvider. |

package/reference/_reference-manifest.json

@@ -91,7 +91,7 @@
       "subpath": ".",
       "kind": "root",
       "title": "SDK",
-      "description": "Root SDK types, config, runtime errors, and registry surface.",
+      "description": "Build and deploy workflows, agents, and resources with the Elevasis SDK",
       "group": "Getting Started",
       "order": 1,
       "sourcePath": "packages/sdk/src/index.ts",
@@ -105,7 +105,7 @@
       "subpath": "./worker",
       "kind": "subpath",
       "title": "Worker Runtime",
-      "description": "Worker runtime entrypoint, adapters, and platform execution surface.",
+      "description": "How your code runs on the Elevasis platform -- execution lifecycle, concurrency, timeouts, cancellation, error handling, observability, resource limits, and v1 limitations",
       "group": "Runtime",
       "order": 1,
       "sourcePath": "packages/sdk/src/worker/index.ts",
@@ -119,7 +119,7 @@
       "subpath": "./test-utils",
       "kind": "subpath",
       "title": "Test Utils",
-      "description": "Workflow runner, registry assertion, and typed adapter mocks for SDK consumers.",
+      "description": "How your code runs on the Elevasis platform -- execution lifecycle, concurrency, timeouts, cancellation, error handling, observability, resource limits, and v1 limitations",
       "group": "Testing",
       "order": 1,
       "sourcePath": "packages/sdk/src/test-utils/index.ts",
@@ -133,7 +133,7 @@
       "subpath": "./node",
       "kind": "subpath",
       "title": "Node Build Tooling",
-      "description": "Node-only build helpers: knowledge codegen and other fs/path/process utilities. Not browser-safe.",
+      "description": "Core elevasis-sdk CLI commands -- validate, deploy, execute, inspect resources, manage credentials, rename, and enumerate the command catalog",
       "group": "Tooling",
       "order": 1,
       "sourcePath": "packages/sdk/src/node/index.ts",
@@ -855,5 +855,187 @@
       "referencePath": "packages/ui/src/knowledge/README.md",
       "publishedExportPath": "./dist/knowledge/index.js"
     }
+  ],
+  "agentRules": [
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Organization Model",
+      "description": "Edits to the canonical organization model go through /om",
+      "group": "Core Config",
+      "order": 1,
+      "loadWhen": "Before touching `core/config/organization-model.ts` or `core/config/organization-model/` -- edits route through `/om`.",
+      "sourcePath": "packages/sdk/docs/agent-rules/organization-model.md",
+      "referencePath": "rules/organization-model.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Core Types",
+      "description": "Core type boundary -- what belongs in core/types, import rules, schema conventions",
+      "group": "Core Config",
+      "order": 2,
+      "loadWhen": "Editing anything under `core/types/` -- the browser-safe boundary shared by `ui/` and `operations/`.",
+      "sourcePath": "packages/sdk/docs/agent-rules/shared-types.md",
+      "referencePath": "rules/shared-types.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Operations",
+      "description": "Platform workflows, agents, resource definitions, and deployment for the operations/ surface",
+      "group": "Operations",
+      "order": 1,
+      "loadWhen": "Editing anything under `operations/` -- workflows, agents, or resource definitions.",
+      "sourcePath": "packages/sdk/docs/agent-rules/operations.md",
+      "referencePath": "rules/operations.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Platform",
+      "description": "Platform conventions -- SDK workflows, agents, deployment, resource registry",
+      "group": "Operations",
+      "order": 2,
+      "loadWhen": "Authoring a workflow or agent definition, or registering a resource in the registry.",
+      "sourcePath": "packages/sdk/docs/agent-rules/platform.md",
+      "referencePath": "rules/platform.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Deployment",
+      "description": "Deployment workflow -- check-first, dev vs prod, version bumping, common errors",
+      "group": "Operations",
+      "order": 3,
+      "loadWhen": "Before any deploy -- a plain `run deploy` targets production by default.",
+      "sourcePath": "packages/sdk/docs/agent-rules/deployment.md",
+      "referencePath": "rules/deployment.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Execution Model",
+      "description": "Execution model -- timeouts, memory, concurrency, org isolation, runtime constraints",
+      "group": "Operations",
+      "order": 4,
+      "loadWhen": "Hitting a timeout, memory ceiling, concurrency limit, or org-isolation question at runtime.",
+      "sourcePath": "packages/sdk/docs/agent-rules/execution.md",
+      "referencePath": "rules/execution.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Agent Runtime",
+      "description": "Agent runtime behavior -- iteration response shape, session memory and replay, prose normalization, and why a redeploy is what makes a platform fix live",
+      "group": "Operations",
+      "order": 5,
+      "loadWhen": "Debugging an agent turn -- a missing reply, a corrupted one, a session that forgot, or an unenforced schema.",
+      "sourcePath": "packages/sdk/docs/agent-rules/agent-runtime.md",
+      "referencePath": "rules/agent-runtime.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Error Handling",
+      "description": "Error handling -- ExecutionError vs PlatformToolError, retry logic, no auto-retry",
+      "group": "Operations",
+      "order": 6,
+      "loadWhen": "Writing or debugging a step handler that throws, catches, or retries.",
+      "sourcePath": "packages/sdk/docs/agent-rules/error-handling.md",
+      "referencePath": "rules/error-handling.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Observability",
+      "description": "Observability -- context.logger API, execution inspection, step-level context",
+      "group": "Operations",
+      "order": 7,
+      "loadWhen": "Adding logging to a step handler, or inspecting a past execution.",
+      "sourcePath": "packages/sdk/docs/agent-rules/observability.md",
+      "referencePath": "rules/observability.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Organization OS",
+      "description": "Organization OS orientation -- what the semantic contract layer is, which surface owns what, and where the full reference docs live; concrete edit rules live in organization-model.md",
+      "group": "Orientation",
+      "order": 1,
+      "loadWhen": "Before an org-model change, to see how Systems, ontology, resources, policies, and knowledge relate.",
+      "sourcePath": "packages/sdk/docs/agent-rules/organization-os.md",
+      "referencePath": "rules/organization-os.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Package Taxonomy",
+      "description": "Package taxonomy (consumer view) -- external projects consume the published @elevasis/* surface only; workspace-internal @repo/elevasis-* packages are not installable here",
+      "group": "Orientation",
+      "order": 2,
+      "loadWhen": "Adding a dependency, or resolving an `@elevasis/*` import or subpath question.",
+      "sourcePath": "packages/sdk/docs/agent-rules/package-taxonomy.md",
+      "referencePath": "rules/package-taxonomy.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Active Change Index",
+      "description": "Which bundled references to load for platform areas under active change, and how to resolve drift between the bundled snapshot and live platform behavior",
+      "group": "Orientation",
+      "order": 3,
+      "loadWhen": "Before trusting a stable scaffold doc in a fast-moving area -- lists what in-progress work overrides.",
+      "sourcePath": "packages/sdk/docs/agent-rules/active-change-index.md",
+      "referencePath": "rules/active-change-index.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Vibe Layer",
+      "description": "Ambient intent classifier -- routes natural-language input to intent buckets without a slash command; Codify and Toggle delegate to /om, Operate delegates to /elevasis",
+      "group": "Session",
+      "order": 1,
+      "loadWhen": "Always -- governs every natural-language message before the agent acts.",
+      "sourcePath": "packages/sdk/docs/agent-rules/vibe.md",
+      "referencePath": "rules/vibe.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Vibe Intents (Detail)",
+      "description": "Vibe intent detail -- per-intent recognition signals, fixture examples, agent actions, ambiguity handling, classifier threshold, and phase scope",
+      "group": "Session",
+      "order": 2,
+      "loadWhen": "Only when a message resists classification, or a routed intent needs its exact ceremony -- not resident.",
+      "sourcePath": "packages/sdk/docs/agent-rules/vibe-intents.md",
+      "referencePath": "rules/vibe-intents.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Agent Start Here",
+      "description": "Canonical first-read for agents entering the template scaffold -- project continuity, task-class routing, and boundary resolution",
+      "group": "Session",
+      "order": 3,
+      "loadWhen": "First read on entering a project, or when resuming with no prior context.",
+      "sourcePath": "packages/sdk/docs/agent-rules/agent-start-here.md",
+      "referencePath": "rules/agent-start-here.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Task Tracking",
+      "description": "In-progress task conventions -- doc format, status values, resume_context ownership, auto-save behavior",
+      "group": "Session",
+      "order": 4,
+      "loadWhen": "Creating, updating, or closing an in-progress task doc.",
+      "sourcePath": "packages/sdk/docs/agent-rules/task-tracking.md",
+      "referencePath": "rules/task-tracking.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "UI Features",
+      "description": "UI shell, route structure, auth flow, API access, and template customization points for the ui/ surface",
+      "group": "UI",
+      "order": 1,
+      "loadWhen": "Editing anything under `ui/` -- app shell, routes, auth flow, or template customization points.",
+      "sourcePath": "packages/sdk/docs/agent-rules/ui.md",
+      "referencePath": "rules/ui.md"
+    },
+    {
+      "packageName": "@elevasis/sdk",
+      "title": "Frontend",
+      "description": "Frontend conventions -- React, routing, state, styling, testing, pages",
+      "group": "UI",
+      "order": 2,
+      "loadWhen": "Editing anything under `ui/src/` -- components, routing, state, styling, or frontend tests.",
+      "sourcePath": "packages/sdk/docs/agent-rules/frontend.md",
+      "referencePath": "rules/frontend.md"
+    }
   ]
 }

package/reference/claude-config.md

@@ -0,0 +1,8 @@
+<!-- @generated by packages/sdk/scripts/copy-reference-docs.mjs -- DO NOT EDIT -->
+<!-- Regenerate: pnpm scaffold:sync -->
+
+# Agent Configuration
+
+Elevasis agent configuration (rules, skills, hooks, and registries under `.claude/`) is not duplicated into this reference bundle.
+
+Your project already has a live copy at `.claude/` in its own root -- kept current by `/external sync`, unlike a bundle frozen at publish time. Read your project's own `.claude/` directory for agent configuration; this reference bundle only ships `reference/rules/`, the canonical per-file agent-rule corpus (see the Agent Rules section of `_navigation.md`).

package/reference/core/index.mdx

@@ -27,9 +27,9 @@ The default export and most subpaths are browser-safe. No Node.js-specific runti
 Import a subpath directly:
 
 ```ts
-import { orgModelSchema } from "@elevasis/core/organization-model";
-import { entitySchema } from "@elevasis/core/entities";
-import { knowledgeDocSchema } from "@elevasis/core/knowledge";
+import { OrganizationModelSchema } from "@elevasis/core/organization-model";
+import { BaseDealSchema, BaseContactSchema } from "@elevasis/core/entities";
+import { parsePath, bySystem } from "@elevasis/core/knowledge";
 ```
 
 ## Browser / Server Split