@odla-ai/chapter 0.27.0 → 0.28.0

package/README.md

@@ -330,6 +330,28 @@ export const chapter = defineChapter({
 });
 ```
 
+The leader may make `chapter` its own durable aggregate while retaining the
+preset's required identity and relations. `chapter.fields` and
+`chapter.facets` merge with the defaults; `chapter.pipeline` replaces the
+generic proposed/forming/active lifecycle. The final configuration is still
+validated by `defineCrm()`:
+
+```ts
+crm: leaderCrmConfig({
+  base: existingCrmConfig,
+  chapter: {
+    fields: {
+      marketKey: { type: "string", label: "Market key", slot: "s3" },
+      signalScore: { type: "number", label: "Signal score", slot: "n1" },
+    },
+    pipeline: {
+      stages: [{ id: "investigation" }, { id: "growth" }],
+      transitions: { investigation: ["growth"] },
+    },
+  },
+}),
+```
+
 The preset adds `chapter`, `chapter_application`, and `deal` record types in
 the `portfolio` workspace, with formation, operating, and deal-flow pipelines.
 It also composes relations to base `person` and `company` types when present.

package/dist/index.cjs

@@ -1246,39 +1246,61 @@ function defineChapter(config) {
 var import_crm2 = require("@odla-ai/crm");
 function leaderCrmConfig(options = {}) {
   const base = options.base ?? defaultCrm("hub");
+  const defaultChapter = {
+    label: "Chapter",
+    labelPlural: "Chapters",
+    workspace: "portfolio",
+    nameField: "name",
+    fields: {
+      name: { type: "string", label: "Name", required: true },
+      slug: { type: "string", label: "Slug", slot: "s1" },
+      region: { type: "string", label: "Region", slot: "s2" },
+      url: { type: "url", label: "Website" },
+      thesis: { type: "string", label: "Investment thesis" },
+      launchedAt: { type: "date", label: "Launch date", slot: "d1" },
+      notes: { type: "string", label: "Notes" }
+    },
+    pipeline: {
+      stages: [
+        { id: "proposed", label: "Proposed" },
+        { id: "forming", label: "Forming" },
+        { id: "active", label: "Active" },
+        { id: "paused", label: "Paused" },
+        { id: "closed", label: "Closed", terminal: true }
+      ],
+      transitions: {
+        proposed: ["forming", "closed"],
+        forming: ["active", "paused", "closed"],
+        active: ["paused", "closed"],
+        paused: ["forming", "active", "closed"]
+      }
+    },
+    facets: { rank: "manual" }
+  };
+  const chapterOverride = options.chapter ?? {};
+  const chapterType = {
+    ...defaultChapter,
+    ...chapterOverride,
+    fields: {
+      ...defaultChapter.fields,
+      ...chapterOverride.fields ?? {},
+      // The preset's natural identity is not optional even when the host adds
+      // its own fields or relabels the name input.
+      name: {
+        ...defaultChapter.fields.name,
+        ...chapterOverride.fields?.name ?? {},
+        type: "string",
+        required: true
+      }
+    },
+    facets: {
+      ...defaultChapter.facets,
+      ...chapterOverride.facets ?? {}
+    }
+  };
   const portfolio = {
     types: {
-      chapter: {
-        label: "Chapter",
-        labelPlural: "Chapters",
-        workspace: "portfolio",
-        nameField: "name",
-        fields: {
-          name: { type: "string", label: "Name", required: true },
-          slug: { type: "string", label: "Slug", slot: "s1" },
-          region: { type: "string", label: "Region", slot: "s2" },
-          url: { type: "url", label: "Website" },
-          thesis: { type: "string", label: "Investment thesis" },
-          launchedAt: { type: "date", label: "Launch date", slot: "d1" },
-          notes: { type: "string", label: "Notes" }
-        },
-        pipeline: {
-          stages: [
-            { id: "proposed", label: "Proposed" },
-            { id: "forming", label: "Forming" },
-            { id: "active", label: "Active" },
-            { id: "paused", label: "Paused" },
-            { id: "closed", label: "Closed", terminal: true }
-          ],
-          transitions: {
-            proposed: ["forming", "closed"],
-            forming: ["active", "paused", "closed"],
-            active: ["paused", "closed"],
-            paused: ["forming", "active", "closed"]
-          }
-        },
-        facets: { rank: "manual" }
-      },
+      chapter: chapterType,
       chapter_application: {
         label: "Chapter application",
         labelPlural: "Formation applications",
@@ -1426,9 +1448,9 @@ function createChapterIntegration(chapter, options = {}) {
       // The snapshot route is deliberately private. A credential-free smoke
       // request must prove that the route is mounted and closed.
       { path: "/api/network/snapshot", expectedStatus: 401 },
-      ...chapter.network.readers.length > 0 ? [{ path: "/api/network/records?type=person", expectedStatus: 401 }] : [],
+      ...chapter.network.readers.length > 0 ? [{ path: "/api/network/records", expectedStatus: 401 }] : [],
       ...chapter.network.readers.some((reader) => reader.sharedNotes.length > 0) ? [{
-        path: "/api/network/shared-notes?type=person&recordId=probe",
+        path: "/api/network/shared-notes",
         expectedStatus: 401
       }] : [],
       // Formation metadata is public only when the host explicitly enables