@elevasis/sdk 1.6.0 → 1.8.0

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Files changed (53) hide show
  1. package/dist/cli.cjs +527 -4564
  2. package/dist/index.d.ts +72 -16
  3. package/package.json +2 -2
  4. package/reference/claude-config/hooks/post-edit-validate.mjs +0 -11
  5. package/reference/claude-config/hooks/scaffold-registry-reminder.mjs +188 -0
  6. package/reference/claude-config/logs/pre-edit-vibe-gate.log +40 -0
  7. package/reference/claude-config/logs/scaffold-registry-reminder.log +17 -0
  8. package/reference/claude-config/rules/active-change-index.md +80 -0
  9. package/reference/claude-config/rules/agent-start-here.md +254 -0
  10. package/reference/claude-config/rules/deployment.md +0 -1
  11. package/reference/claude-config/rules/observability.md +2 -2
  12. package/reference/claude-config/rules/operations.md +64 -0
  13. package/reference/claude-config/rules/organization-model.md +44 -0
  14. package/reference/claude-config/rules/organization-os.md +56 -11
  15. package/reference/claude-config/rules/task-tracking.md +4 -4
  16. package/reference/claude-config/rules/ui.md +202 -0
  17. package/reference/claude-config/rules/vibe.md +202 -0
  18. package/reference/claude-config/settings.json +4 -0
  19. package/reference/claude-config/skills/configure/SKILL.md +98 -0
  20. package/reference/claude-config/skills/configure/operations/codify-level-a.md +100 -0
  21. package/reference/claude-config/skills/configure/operations/codify-level-b.md +158 -0
  22. package/reference/claude-config/skills/configure/operations/customers.md +150 -0
  23. package/reference/claude-config/skills/configure/operations/features.md +161 -0
  24. package/reference/claude-config/skills/configure/operations/goals.md +147 -0
  25. package/reference/claude-config/skills/configure/operations/identity.md +133 -0
  26. package/reference/claude-config/skills/configure/operations/labels.md +128 -0
  27. package/reference/claude-config/skills/configure/operations/offerings.md +159 -0
  28. package/reference/claude-config/skills/configure/operations/roles.md +153 -0
  29. package/reference/claude-config/skills/configure/operations/techStack.md +139 -0
  30. package/reference/claude-config/skills/deploy/SKILL.md +3 -13
  31. package/reference/claude-config/skills/dsp/SKILL.md +2 -2
  32. package/reference/claude-config/skills/elevasis/SKILL.md +0 -4
  33. package/reference/claude-config/skills/explore/SKILL.md +5 -5
  34. package/reference/claude-config/skills/project/SKILL.md +1 -1
  35. package/reference/claude-config/skills/save/SKILL.md +5 -19
  36. package/reference/claude-config/skills/setup/SKILL.md +105 -40
  37. package/reference/claude-config/skills/status/SKILL.md +2 -3
  38. package/reference/claude-config/skills/submit-request/SKILL.md +1 -1
  39. package/reference/deployment/command-center.mdx +0 -17
  40. package/reference/framework/project-structure.mdx +1 -5
  41. package/reference/packages/core/src/organization-model/README.md +16 -12
  42. package/reference/packages/ui/src/hooks/README.md +1 -2
  43. package/reference/scaffold/core/organization-graph.mdx +1 -0
  44. package/reference/scaffold/core/organization-model.mdx +84 -19
  45. package/reference/scaffold/operations/propagation-pipeline.md +10 -11
  46. package/reference/scaffold/operations/scaffold-maintenance.md +1 -4
  47. package/reference/scaffold/recipes/add-a-feature.md +1 -1
  48. package/reference/scaffold/recipes/add-a-resource.md +3 -12
  49. package/reference/scaffold/recipes/customize-organization-model.md +5 -5
  50. package/reference/scaffold/recipes/gate-by-feature-or-admin.md +3 -3
  51. package/reference/scaffold/reference/contracts.md +115 -7
  52. package/reference/scaffold/reference/glossary.md +25 -4
  53. package/reference/claude-config/rules/docs.md +0 -26
@@ -0,0 +1,139 @@
1
+ # Configure: techStack
2
+
3
+ Guides the user through reviewing and updating the tech stack metadata on resource mapping entries
4
+ in the organization model.
5
+
6
+ Tech stack information lives as an optional `techStack` extension field on each `ResourceMapping`
7
+ entry -- not as a standalone top-level domain. This keeps all integration metadata co-located with
8
+ the resource mapping that represents it, while adding fields that agents need for cross-integration
9
+ automation and system-of-record resolution.
10
+
11
+ ## Schema reference
12
+
13
+ Source: `packages/core/src/organization-model/domains/shared.ts`
14
+
15
+ ```typescript
16
+ TechStackEntrySchema = z.object({
17
+ platform: z.string().trim().min(1).max(200),
18
+ purpose: z.string().trim().min(1).max(500),
19
+ credentialStatus: z.enum(['configured', 'pending', 'expired', 'missing']),
20
+ isSystemOfRecord: z.boolean().default(false)
21
+ })
22
+ ```
23
+
24
+ `credentialStatus` values:
25
+
26
+ - `configured` -- credential present and valid
27
+ - `pending` -- not yet set up
28
+ - `expired` -- credential existed but has lapsed
29
+ - `missing` -- expected but not present
30
+
31
+ `isSystemOfRecord: true` means this integration is the authoritative data source for its domain
32
+ (e.g. HubSpot is the system of record for contacts).
33
+
34
+ `techStack` is an optional field on `ResourceMappingSchema`. It is added to individual resource
35
+ mapping entries whose `resourceType` is `'integration'` or `'external'`.
36
+
37
+ Where this lands in the adapter: `foundations/config/organization-model.ts` inside the
38
+ `resourceMappings` array of `defineOrganizationModel({...})`. The `techStack` field is set on the
39
+ matching `ResourceMapping` object.
40
+
41
+ ---
42
+
43
+ ## Process
44
+
45
+ ### Step 1: Read current state
46
+
47
+ Read `foundations/config/organization-model.ts` and extract the `resourceMappings` array. Filter
48
+ to entries that either already have a `techStack` field or have `resourceType: 'integration'` or
49
+ `'external'`. Present as a summary:
50
+
51
+ ```
52
+ Resource mappings with integration context (N):
53
+ {label} ({id}) -- resourceType: {type}
54
+ techStack: {platform} | {credentialStatus} | SoR: {yes/no}
55
+ (no techStack yet)
56
+
57
+ Other resource mappings (M total, K without techStack):
58
+ {list by label}
59
+ ```
60
+
61
+ If there are no resource mappings at all, note that the user should add resource mappings through
62
+ the SDK deployment process before configuring tech stack metadata here.
63
+
64
+ ### Step 2: Establish intent
65
+
66
+ Ask whether the user wants to:
67
+
68
+ - **Add or update** tech stack metadata on an existing resource mapping
69
+ - **Update credential status** on an existing tech stack entry
70
+ - **Mark or unmark** an integration as the system of record
71
+ - **Review all** integration health
72
+
73
+ For adding or updating, the user selects a resource mapping from the list.
74
+
75
+ ### Step 3: Gather tech stack details
76
+
77
+ For each resource mapping being updated:
78
+
79
+ **If no `techStack` field yet:**
80
+
81
+ - "What external platform does this resource mapping represent? (e.g. 'HubSpot', 'Stripe',
82
+ 'Notion', 'Apify')"
83
+ - "What is this integration used for? (free-form description)"
84
+ - "What is the current credential status? Options: configured, pending, expired, missing."
85
+ - "Is this the system of record for its domain? (e.g. HubSpot is SoR for contacts)"
86
+
87
+ **If `techStack` already exists:**
88
+
89
+ Show the current values and ask which fields to update.
90
+
91
+ Credential status shortcut: if the user only wants to mark a credential as configured or expired,
92
+ skip directly to that field.
93
+
94
+ ### Step 4: Confirm before writing
95
+
96
+ Present a diff scoped to the affected resource mapping entry:
97
+
98
+ ```
99
+ Proposed techStack change:
100
+
101
+ UPDATE resourceMapping "HubSpot CRM Integration" (rm-hubspot):
102
+ techStack:
103
+ platform: "HubSpot"
104
+ purpose: "CRM for contacts, companies, and deal pipeline"
105
+ credentialStatus: "pending" -> "configured"
106
+ isSystemOfRecord: false -> true
107
+
108
+ Apply? (yes/no)
109
+ ```
110
+
111
+ ### Step 5: Codify
112
+
113
+ Execute `.claude/skills/configure/operations/codify-level-a.md` with the proposed change to the
114
+ `resourceMappings` array. Only the targeted entry (matched by `id`) is modified -- all other
115
+ entries are left unchanged.
116
+
117
+ The write edits the `techStack` field on the matching `ResourceMapping` object inside the
118
+ `defineOrganizationModel({...})` call.
119
+
120
+ ### Step 6: Report
121
+
122
+ After successful validation:
123
+
124
+ ```
125
+ Tech stack updated.
126
+ Integrations: {total with techStack} ({N updated})
127
+ foundations/config/organization-model.ts -- resourceMappings updated
128
+ Type-check: PASS
129
+ Schema validation: PASS
130
+ ```
131
+
132
+ If validation failed and rollback occurred:
133
+
134
+ ```
135
+ Tech stack update rolled back.
136
+ Reason: {error message}
137
+ foundations/config/organization-model.ts -- restored to previous state
138
+ No changes persisted.
139
+ ```
@@ -38,17 +38,6 @@ Read the current version from `package.json`, then bump it:
38
38
 
39
39
  Use the Edit tool to update the `"version"` field in `package.json` directly. Do not use `npm version` or any CLI command.
40
40
 
41
- ### Step 1c: Regenerate Documentation
42
-
43
- Run both doc generators in sequence (resources first so the nav index picks up `resources.md`):
44
-
45
- ```bash
46
- pnpm exec elevasis-sdk generate-resources
47
- pnpm exec elevasis-sdk generate-docs
48
- ```
49
-
50
- This ensures autogenerated files (`docs/resources.md`, `docs/index.md`) reflect the current resource state before they are committed. These must run after the version bump so any version references in generated output are correct.
51
-
52
41
  ### Step 2: Run Tests
53
42
 
54
43
  ```bash
@@ -133,8 +122,9 @@ After a successful push, mark any linked project task as `submitted`. This is a
133
122
  - The most recent in-progress task on the most-recently-touched project, via:
134
123
 
135
124
  ```bash
136
- pnpm -C operations exec elevasis-sdk project:list --status active,blocked --format brief
137
- pnpm -C operations exec elevasis-sdk project:task:list --project <project-id> --status in_progress
125
+ pnpm elevasis-sdk project:list --status active --pretty
126
+ pnpm elevasis-sdk project:list --status blocked --pretty
127
+ pnpm elevasis-sdk project:task:list --project <project-id> --status in_progress --pretty
138
128
  ```
139
129
 
140
130
  - If the session produced an ambiguous or empty result, PROMPT the user once: "Mark a project task as submitted? (task UUID, or 'skip')". Default is skip.
@@ -13,13 +13,13 @@ Parallel agent dispatch for implementation tasks. Orchestrate, then delegate to
13
13
 
14
14
  1. **Always dispatch, never self-execute** -- the purpose is to offload work to subagents
15
15
  2. **Parallel within waves** -- all agents in a wave dispatched in a SINGLE message
16
- 3. **Read docs first** -- always read `docs/index.md` before planning to understand project structure
16
+ 3. **Orient first** -- read `.claude/rules/agent-start-here.md` before planning to understand project structure and task routing
17
17
 
18
18
  ## Process
19
19
 
20
20
  ### Step 1: Understand Context
21
21
 
22
- 1. Read `docs/index.md` for project structure and navigation
22
+ 1. Read `.claude/rules/agent-start-here.md` for project structure, task-class routing, and boundary resolution
23
23
  2. Read relevant architecture/feature docs based on the task domain
24
24
  3. If the task touches code, explore the relevant `src/` directories
25
25
 
@@ -49,11 +49,7 @@ Reports: resource count, validation errors, schema serialization warnings. Exit
49
49
 
50
50
  Bundle and deploy resources to the Elevasis platform.
51
51
 
52
- Before calling the SDK deploy, run both doc generators in sequence so the uploaded docs reflect the current resource state (resources first, then nav so `docs/index.md` picks up `resources.md`):
53
-
54
52
  ```bash
55
- pnpm exec elevasis-sdk generate-resources
56
- pnpm exec elevasis-sdk generate-docs
57
53
  pnpm -C operations exec elevasis-sdk deploy [--prod]
58
54
  ```
59
55
 
@@ -26,11 +26,11 @@ Before orienting, scan the user's query for Organization OS terminology. If any
26
26
 
27
27
  **If OS-relevant:**
28
28
 
29
- 1. Read `docs/reference/active-change-index.md` immediately. If the target area is flagged as under active refactor, surface the watch-area warning to the user before proceeding — include the "Load:" doc paths listed in that entry so investigation does not rely on stale scaffold prose.
29
+ 1. Read `.claude/rules/active-change-index.md` immediately. If the target area is flagged as under active refactor, surface the watch-area warning to the user before proceeding — include the "Load:" doc paths listed in that entry so investigation does not rely on stale scaffold prose.
30
30
  2. Build the OS context bundle to pass into Step 3:
31
- - Always: `node_modules/@elevasis/sdk/reference/scaffold/reference/glossary.md`, `docs/reference/active-change-index.md`, `docs/agent-start-here.md`
31
+ - Always: `node_modules/@elevasis/sdk/reference/scaffold/reference/glossary.md`, `.claude/rules/active-change-index.md`, `.claude/rules/agent-start-here.md`
32
32
  - Features / Shell / Gating queries: add `node_modules/@elevasis/sdk/reference/scaffold/ui/feature-flags-and-gating.md` + `node_modules/@elevasis/sdk/reference/scaffold/reference/contracts.md`
33
- - Workflow / Operations queries: add `docs/operations/index.md` + `docs/resources.md`
33
+ - Workflow / Operations queries: add `.claude/rules/operations.md` + glob `operations/resources/**`
34
34
  - Organization-model queries: add `node_modules/@elevasis/sdk/reference/scaffold/reference/contracts.md` + `foundations/config/README.md`
35
35
 
36
36
  **OS layer → query intent map** (guides which reference docs the investigator loads first):
@@ -40,12 +40,12 @@ Before orienting, scan the user's query for Organization OS terminology. If any
40
40
  | "Why doesn't my feature show up?" | Features + UI Shell Runtime | `glossary.md` (accessFeatureKey, FEATURE_KEY_ALIASES), `feature-flags-and-gating.md` |
41
41
  | "How do I add a nav item?" | Features + Toolkit | `feature-flags-and-gating.md`, `contracts.md` |
42
42
  | "How does admin gating work?" | Features + UI Shell Runtime | `glossary.md` (AdminGuard, requiresAdmin, ProtectedRoute), `feature-flags-and-gating.md` |
43
- | "What runs when this workflow triggers?" | Platform Public API + Operations | `operations/index.md`, `resources.md` |
43
+ | "What runs when this workflow triggers?" | Platform Public API + Operations | `.claude/rules/operations.md`, `resources.md` |
44
44
  | "Why does the foundations adapter fail?" | Foundations | `glossary.md` (domain vs surface, settings asymmetry), `foundations/config/README.md` |
45
45
 
46
46
  ### Step 1: Orient
47
47
 
48
- 1. Read `docs/index.md` for the full project structure
48
+ 1. Read `.claude/rules/agent-start-here.md` for project structure, task-class routing, and boundary resolution
49
49
  2. Determine which domain the user's question falls into
50
50
 
51
51
  ### Step 2: Load Domain Context
@@ -317,7 +317,7 @@ For progress detail (milestones/tasks), follow up with `project:milestone:list`
317
317
  Wraps `project:work` for fuzzy-matched resume. Used by intent-detection "resume" classification.
318
318
 
319
319
  ```bash
320
- pnpm elevasis-sdk project:work <query> --pretty
320
+ pnpm elevasis-sdk project:work <query>
321
321
  ```
322
322
 
323
323
  Prints the matched project/task brief with current `resume_context`. If multiple matches, show top 3 and ask which.
@@ -88,10 +88,6 @@ No other fields. Do NOT add `resume_context`, `files_modified`, or `next_steps`
88
88
 
89
89
  **Doc structure rules:**
90
90
 
91
- - `docs/ui/` -- frontend features, auth, components, hooks, charts, pages
92
- - `docs/operations/` -- platform workflows, agents, deployment, resource registry
93
- - `docs/knowledge/` -- project knowledge, research, reference material, domain context
94
- - New sections auto-detected -- any subdirectory of `docs/` becomes a section
95
91
  - All docs are `.md` (not .mdx)
96
92
  - Keep docs focused -- one topic per file
97
93
  - Use markdown tables for structured data
@@ -115,11 +111,11 @@ Dispatch a `general-purpose` subagent with the plan, conversation context, and t
115
111
  If Step 1 resolved a task ID, save the current state to `prj_tasks.resume_context` via the SDK CLI. This is the canonical persistence step and must run every `/save` invocation that has a task in scope:
116
112
 
117
113
  ```bash
118
- pnpm exec elevasis-sdk project:task:save <task-uuid> \
114
+ pnpm elevasis-sdk project:task:save <task-uuid> \
119
115
  --current-state "<concise prose summary of where we are>" \
120
116
  --next-steps "<concise prose of the next concrete action>" \
121
117
  --files-modified '["path/one.ts","path/two.tsx"]' \
122
- --key-docs '["docs/knowledge/foo.md"]' \
118
+ --key-docs '["operations/resources/foo/index.ts"]' \
123
119
  --tools '["project:task:save","project:note:create"]'
124
120
  ```
125
121
 
@@ -138,7 +134,7 @@ The endpoint is `PATCH /api/external/tasks/<id>/resume-context` and merges (does
138
134
  For each signal event identified in Step 2, create a typed `prj_note`. One CLI call per note:
139
135
 
140
136
  ```bash
141
- pnpm exec elevasis-sdk project:note:create \
137
+ pnpm elevasis-sdk project:note:create \
142
138
  --project <project-uuid> \
143
139
  --task <task-uuid> # optional, omit if not scoped to a task \
144
140
  --type <note-type> \
@@ -169,17 +165,7 @@ Rules:
169
165
  - **Idempotent** -- if the task is already `blocked`, the update is a no-op. Fire it anyway; do not pre-check.
170
166
  - **Order** -- the `blocker` note (Step 5) creates first; this transition follows. Keeps the note attached to the task even if the status update later fails.
171
167
 
172
- ### Step 6: Regenerate Docs Index
173
-
174
- After the Step 3 subagent completes all doc file changes, regenerate `docs/index.md`:
175
-
176
- ```bash
177
- pnpm exec elevasis-sdk generate-docs
178
- ```
179
-
180
- This deterministically scans `docs/`, reads frontmatter, and rebuilds the navigation hub. Never edit `docs/index.md` manually.
181
-
182
- ### Step 7: Report
168
+ ### Step 6: Report
183
169
 
184
170
  Summarize:
185
171
 
@@ -194,4 +180,4 @@ Summarize:
194
180
 
195
181
  - **No task in scope + user declines to provide one:** proceed with Steps 2, 3, 6, 7; skip Step 4; still allow Step 5 if a `--project` UUID is available.
196
182
  - **`project:task:save` returns non-2xx:** surface the error in the report, do not retry silently; Step 5 and Step 6 still run.
197
- - **`generate-docs` fails:** surface the error; doc edits from Step 3 are already on disk, so they are not lost -- the operator can re-run the index regeneration manually.
183
+ - **Knowledge doc edits fail to write:** surface the error; any edits already applied are on disk and not lost.
@@ -1,35 +1,51 @@
1
1
  ---
2
2
  name: setup
3
- description: First-time project setup — detect and replace template placeholders, install dependencies, verify build
3
+ description: First-time project setup — detect and replace template placeholders, install dependencies, verify build, then hand off to /configure for org-model configuration
4
4
  argument-hint: ""
5
5
  ---
6
6
 
7
7
  # Setup
8
8
 
9
- First-time project setup for projects cloned directly from the template.
9
+ First-time project setup for projects cloned directly from the template. Handles placeholder replacement, dependency install, and build verification. After bootstrap, delegates org-model configuration to `/configure`.
10
10
 
11
11
  **Usage:** `/setup`
12
12
 
13
- ## Process
13
+ ---
14
14
 
15
- ### Step 1: Detect State
15
+ ## State Detection (Run Before Anything Else)
16
16
 
17
- Scan these key files for unresolved placeholders:
17
+ Before collecting any information or running any steps, determine which state the project is in. Read these files:
18
18
 
19
19
  - `package.json` — look for `__PROJECT_SLUG__` in the `name` field
20
- - `CLAUDE.md` — look for `TEMPLATE_PROJECT_NAME`
20
+ - `CLAUDE.md` — look for `TEMPLATE_PROJECT_NAME` AND check whether `{CLIENT_CONTEXT}` and `{USER_PREFERENCES}` are still literal placeholder strings
21
21
  - `ui/package.json` — look for `__PROJECT_SLUG__`
22
22
  - `ui/index.html` — look for `__PROJECT_NAME__`
23
23
 
24
- If NO placeholders are found, the project is already configured. Print:
24
+ **State A — Virgin (placeholders present):** One or more of the above placeholder strings is found. Run the full bootstrap flow (Steps 1–7 below), then hand off to `/configure`.
25
+
26
+ **State B — Already bootstrapped, org-model at defaults:** No placeholders found, but `foundations/config/organization-model.ts` contains only the default branding override (just `branding.organizationName`, `branding.productName`, `branding.shortName` — no identity, customers, offerings, roles, goals, or techStack overrides). Print:
25
27
 
26
28
  ```
27
- Project is already configured. Running verification...
29
+ This project is already set up. The organization model has not been configured yet.
30
+ Running /configure to set up your organization profile...
28
31
  ```
29
32
 
30
- Then skip directly to Step 4 (Install) or Step 5 (Verify) as appropriate.
33
+ Then execute `/configure` (the full layered flow) and stop.
31
34
 
32
- ### Step 2: Collect Info
35
+ **State C Fully configured:** No placeholders found AND `foundations/config/organization-model.ts` has at least one non-branding domain populated (identity, customers, offerings, roles, goals, or techStack present). Print:
36
+
37
+ ```
38
+ This project is already configured. To update your organization profile, run /configure.
39
+ To re-verify the build, run the checks below.
40
+ ```
41
+
42
+ Offer to run the verification checks (Steps 6b–6e) if the user wants them. Do not re-ask any questions. Do not re-run placeholder replacement. Stop after verification.
43
+
44
+ ---
45
+
46
+ ## Full Bootstrap Flow (State A Only)
47
+
48
+ ### Step 1: Collect Project Info
33
49
 
34
50
  Ask the user for three values:
35
51
 
@@ -49,7 +65,7 @@ Configuring project with:
49
65
  Proceed? (yes/no)
50
66
  ```
51
67
 
52
- ### Step 3: Get to Know the User and Client
68
+ ### Step 2: Get to Know the User and Client
53
69
 
54
70
  Transition naturally after confirming the project values: "Now let me learn a bit about you and the client so I can be more helpful going forward."
55
71
 
@@ -86,7 +102,7 @@ Client: {company}
86
102
  Look good?
87
103
  ```
88
104
 
89
- ### Step 4: Replace Placeholders
105
+ ### Step 3: Replace Placeholders
90
106
 
91
107
  Search ALL files in the project matching these extensions: `.ts`, `.tsx`, `.js`, `.mjs`, `.json`, `.md`, `.mdx`, `.html`, `.yaml`, `.yml`, `.css`, `.env.example`
92
108
 
@@ -105,21 +121,19 @@ For each matching file, replace all occurrences of:
105
121
 
106
122
  Use the Read tool to read each file, then the Edit tool (with `replace_all: true`) or Write tool to apply the replacements. Read each file before writing.
107
123
 
108
- After all replacements, re-scan the four key files from Step 1 to verify zero placeholders remain. If any are still present, report them by file and fix immediately.
124
+ After all replacements, re-scan the four key files from State Detection to verify zero placeholders remain. If any are still present, report them by file and fix immediately.
109
125
 
110
- ### Step 5: Populate Knowledge
126
+ ### Step 4: Populate CLAUDE.md Knowledge Sections
111
127
 
112
- Knowledge is split between `CLAUDE.md` (essentials loaded every turn) and `docs/knowledge/client.md` (detailed context loaded on demand).
128
+ **Idempotency check (MANDATORY before writing):** Read `CLAUDE.md` and check whether `{CLIENT_CONTEXT}` and `{USER_PREFERENCES}` are still literal placeholder strings. Only write if they are still placeholders. If either section is already filled in (user or a previous run already populated it), skip that section entirely — do not overwrite.
113
129
 
114
- #### 5a: CLAUDE.md lightweight summary
115
-
116
- **`{CLIENT_CONTEXT}`** -- replace with a single line:
130
+ **`{CLIENT_CONTEXT}`** -- replace with a single line (only if still a placeholder):
117
131
 
118
132
  ```markdown
119
133
  **{company name}** — {what they do, one sentence}
120
134
  ```
121
135
 
122
- **`{USER_PREFERENCES}`** -- replace with a table:
136
+ **`{USER_PREFERENCES}`** -- replace with a table (only if still a placeholder):
123
137
 
124
138
  ```markdown
125
139
  | Name | Role | Technical Level | Communication |
@@ -129,28 +143,47 @@ Knowledge is split between `CLAUDE.md` (essentials loaded every turn) and `docs/
129
143
 
130
144
  If the user skipped any knowledge questions, fill in what was provided and omit what wasn't -- don't leave placeholder text behind.
131
145
 
132
- #### 5b: docs/knowledge/client.md full client context
146
+ ### Step 5: Write Client Brief to Org Model
133
147
 
134
- Create `docs/knowledge/client.md` with the detailed info:
148
+ **Idempotency check:** Read `foundations/config/organization-model.ts` and inspect `identity.clientBrief`. If the field is already a non-empty string, skip this step entirely — do not overwrite.
135
149
 
136
- ```markdown
137
- ---
138
- title: Client Context
139
- description: Company background, industry, stakeholders, and business goals
140
- ---
141
-
142
- # Client Context
150
+ If the field is empty or absent, compose the client brief from the information gathered in Step 2:
143
151
 
152
+ ```markdown
144
153
  **Company:** {company name}
145
154
  **Industry:** {industry}
146
155
  **Description:** {what they do}
147
156
 
148
157
  ## Additional Context
149
158
 
150
- {any additional context shared -- key stakeholders, business goals, constraints, etc. If nothing was shared, write "No additional context provided yet. Update this as the project evolves."}
159
+ {any additional context shared key stakeholders, business goals, constraints, etc. If nothing was shared, write "No additional context provided yet. Update this as the project evolves."}
160
+ ```
161
+
162
+ Propose the composed content to the user before writing (read → propose → confirm → write — the same ceremony `/configure` uses):
163
+
164
+ ```
165
+ Here's the client brief I'll write into identity.clientBrief:
166
+
167
+ ---
168
+ {composed content}
169
+ ---
170
+
171
+ Write this? (yes/no)
172
+ ```
173
+
174
+ On confirmation, use the Edit tool to replace the `clientBrief: ''` value in `foundations/config/organization-model.ts` with a template literal containing the composed markdown. Use a regular string (backtick or single-quoted multi-line) — ensure the closing quote and trailing comma are correct TypeScript.
175
+
176
+ After the edit, run:
177
+
178
+ ```bash
179
+ pnpm -C foundations check-types
151
180
  ```
152
181
 
153
- ### Step 6: Install Dependencies
182
+ If type-check fails, report the error and do not proceed to Step 6 until it is resolved.
183
+
184
+ ### Step 6: Install and Verify
185
+
186
+ #### Step 6a: Install Dependencies
154
187
 
155
188
  ```bash
156
189
  pnpm install
@@ -158,7 +191,7 @@ pnpm install
158
191
 
159
192
  This generates the project's own `pnpm-lock.yaml`. Report success or any errors.
160
193
 
161
- ### Step 7: Verify
194
+ #### Step 6b–6e: Verify Build
162
195
 
163
196
  Run all checks sequentially (stop and report on first failure, but attempt all):
164
197
 
@@ -171,7 +204,7 @@ pnpm -C operations check-types
171
204
 
172
205
  For each check, record PASS or FAIL. If a check fails, read the output and report the error clearly. Do not silently skip failures.
173
206
 
174
- ### Step 8: Report
207
+ ### Step 7: Bootstrap Report
175
208
 
176
209
  ```
177
210
  You're all set, {name}!
@@ -185,16 +218,23 @@ Verification:
185
218
  [PASS/FAIL] Production build (ui)
186
219
  [PASS/FAIL] Resource validation (operations)
187
220
  [PASS/FAIL] Type-check (operations)
221
+ ```
222
+
223
+ If any verification step failed, add an Errors section listing each failure with its output.
224
+
225
+ ### Step 8: Hand Off to /configure
226
+
227
+ After a successful bootstrap, transition to the org-model configuration flow. Print:
188
228
 
189
- Next steps:
190
- 1. Copy root .env.example to .env and fill in ELEVASIS_PLATFORM_KEY
191
- 2. Copy ui/.env.example to ui/.env and fill in VITE_WORKOS_CLIENT_ID
192
- 3. See TODO.md for WorkOS dashboard setup and branding
193
- 4. pnpm -C ui dev (start dev server on port 4300)
194
- 5. (If client-workspace/ exists) Open it in Claude Code and run /setup
195
229
  ```
230
+ Bootstrap complete. Now let's set up your organization profile.
231
+ ```
232
+
233
+ Then execute `/configure` (the full layered flow, no argument). This is where identity, customers, offerings, roles, goals, and techStack are configured. Do not attempt to collect or write org-model data here — that ceremony belongs entirely to /configure.
196
234
 
197
- If any verification step failed, add an Errors section listing each failure with its output before the Next steps.
235
+ If the user wants to skip org-model setup for now, they can stop here and run `/configure` later.
236
+
237
+ ---
198
238
 
199
239
  ## Error Recovery
200
240
 
@@ -207,4 +247,29 @@ Remaining: <list files and placeholders>
207
247
  Action: Re-applying replacements to affected files...
208
248
  ```
209
249
 
210
- Fix each remaining occurrence before proceeding to Step 6.
250
+ Fix each remaining occurrence before proceeding to Step 6a.
251
+
252
+ ---
253
+
254
+ ## Idempotency Guarantees
255
+
256
+ Running `/setup` more than once is safe:
257
+
258
+ - **Placeholder replacement** only runs when placeholders are detected (State A). It is skipped entirely in States B and C.
259
+ - **CLAUDE.md knowledge sections** (`{CLIENT_CONTEXT}`, `{USER_PREFERENCES}`) are checked before writing. If already replaced, the write is skipped.
260
+ - **`identity.clientBrief`** is only written when the field is empty. A non-empty field is never overwritten by `/setup`. The write uses a read → propose → confirm ceremony before touching the file.
261
+ - **All other org-model fields** (`foundations/config/organization-model.ts`) are never written by `/setup`. All other org-model edits go through `/configure`, which has its own diff-preview and confirm ceremony.
262
+
263
+ ---
264
+
265
+ ## Relationship to /configure
266
+
267
+ `/setup` is a thin bootstrap wrapper. It:
268
+
269
+ 1. Replaces scaffold placeholders (project name, slug, description)
270
+ 2. Fills lightweight CLAUDE.md knowledge sections (user and client basics, idempotent)
271
+ 3. Writes the client brief into `identity.clientBrief` in the org model (confirm-before-write, idempotent)
272
+ 4. Installs dependencies and verifies the build
273
+ 5. Hands off to `/configure` for full org-model configuration
274
+
275
+ `/configure` owns all other structural org-model editing (identity fields beyond clientBrief, customers, offerings, roles, goals, techStack, features, labels). It is idempotent, confirm-before-overwrite, and includes a runtime validation gate. Re-run `/configure` any time organizational reality changes — no need to re-run `/setup`.
@@ -20,10 +20,9 @@ Run in parallel:
20
20
  3. `pnpm test` - test results
21
21
  4. `pnpm lint` - type check
22
22
 
23
- ### Step 2: Check Docs + Active Work
23
+ ### Step 2: Check Active Work
24
24
 
25
- 1. Read `docs/index.md` - verify doc structure is current
26
- 2. Query active project work via `pnpm -C operations exec elevasis-sdk project:list --status active,blocked --format brief` - active project/task count lives in the DB, not in `docs/in-progress/`
25
+ 1. Query active project work via `pnpm elevasis-sdk project:list --status active --pretty` and `pnpm elevasis-sdk project:list --status blocked --pretty` - active project/task count lives in the DB
27
26
 
28
27
  ### Step 3: Report
29
28
 
@@ -154,7 +154,7 @@ Once confirmed (or `--auto`), write the assembled JSON body to a temp file then
154
154
  # Write the report body to a temp file
155
155
  # (Use the Write tool to create request-report.json at the project root)
156
156
 
157
- pnpm exec elevasis-sdk request:submit --input-file ./request-report.json --pretty
157
+ pnpm elevasis-sdk request:submit --input-file ./request-report.json --pretty
158
158
  ```
159
159
 
160
160
  Delete the temp file after submission succeeds or fails.
@@ -14,7 +14,6 @@ The Command Center is the browser UI for interacting with deployed resources. Af
14
14
  | -------------------------------------------------- | -------------- | ----------------------- |
15
15
  | Browse deployed resources, view the resource graph | Command View | `/command-view` |
16
16
  | Approve or reject pending HITL requests | Command Queue | `/queue` |
17
- | Browse deployed documentation | Knowledge Base | `/knowledge-base` |
18
17
  | Search execution history across all resources | Execution Logs | `/logs` |
19
18
  | Create API key and OAuth credentials | Credentials | `/settings/credentials` |
20
19
  | View deployment history and active version | Deployments | `/settings/deployments` |
@@ -147,22 +146,6 @@ const task = await approval.create({
147
146
 
148
147
  ---
149
148
 
150
- ## Knowledge Base
151
-
152
- The Knowledge Base renders the `docs/` directory of your deployed workspace as browsable documentation.
153
-
154
- **What you can do here:**
155
-
156
- - Browse pages you created in `docs/*.mdx`
157
- - Search across all documentation
158
- - Share links to specific pages with team members
159
-
160
- **How it connects to your code:** Every `.mdx` file in your workspace's `docs/` directory is bundled at deploy time and rendered here.
161
-
162
- > **SDK takeaway:** Write `docs/*.mdx` pages for your team -- business process docs, schema references, usage guides. They appear here automatically after each deploy.
163
-
164
- ---
165
-
166
149
  ## Execution Logs
167
150
 
168
151
  The Execution Logs page shows the history of all executions across every deployed resource.
@@ -45,7 +45,7 @@ Cross-runtime types, schemas, constants, and organization-model configuration sh
45
45
 
46
46
  ### `operations/elevasis.config.ts`
47
47
 
48
- Project-level configuration. The scaffolded file includes commented-out options (`defaultStatus`, `dev.port`) and sets `docsDir` to point at the workspace-level `docs/` directory:
48
+ Project-level configuration. The scaffolded file includes commented-out options (`defaultStatus`, `dev.port`):
49
49
 
50
50
  ```ts
51
51
  import type { ElevasConfig } from '@elevasis/sdk'
@@ -53,13 +53,9 @@ import type { ElevasConfig } from '@elevasis/sdk'
53
53
  export default {
54
54
  // defaultStatus: 'dev', // Default status for new resources ('dev' | 'prod')
55
55
  // dev: { port: 5170 }, // Local API port (internal development only)
56
-
57
- docsDir: '../docs' // Scan the template's top-level docs/ directory
58
56
  } satisfies ElevasConfig
59
57
  ```
60
58
 
61
- The `docsDir` option (relative to CWD) overrides where the CLI scans for documentation files. Use `false` to disable documentation scanning entirely.
62
-
63
59
  ---
64
60
 
65
61
  ## Documentation