@synap-core/workspace-templates 0.2.2 → 0.3.0

package/src/legal.yaml

@@ -0,0 +1,452 @@
+# Legal workspace template
+# The company's LEGAL operating system, modeled the way a startup general counsel
+# actually works: the entities you incorporate, the contracts you sign, the
+# compliance obligations you must not miss, the IP you own, the policies you set,
+# and the matters/disputes you manage. Pod-visible provider of the `legal` domain.
+
+meta:
+  slug: legal
+  name: Legal
+  description: The company's legal operating system — contracts, compliance, IP, entities, and matters.
+  icon: scale
+  color: "#4338CA"
+  tags: [legal, contracts, compliance, ip]
+  isPublic: true
+
+workspace:
+  name: Legal
+  description: The company's legal command center — legal entities, contracts and renewals, compliance obligations, intellectual property, internal policies, and matters.
+  proposalId: legal-v1
+  subtype: legal
+  visibility: members
+  workspaceType: operational
+  capabilities:
+    - legal.contracts
+    - legal.compliance
+    - legal.ip
+  sourceRoles:
+    legal: provider
+
+profiles:
+  - slug: legal-entity
+    displayName: Legal Entity
+    icon: landmark
+    color: indigo
+    description: "A company legal entity — a corporation, subsidiary, or branch in a given jurisdiction."
+    properties:
+      - slug: entityType
+        label: Entity Type
+        valueType: string
+        inputType: select
+        enumValues: [c-corp, s-corp, llc, ltd, gmbh, sas, subsidiary, branch, other]
+      - slug: jurisdiction
+        label: Jurisdiction
+        valueType: string
+        inputType: text
+        placeholder: e.g. Delaware, USA
+      - slug: registrationNumber
+        label: Registration Number
+        valueType: string
+        inputType: text
+      - slug: status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues: [in-formation, active, dormant, dissolved]
+        constraints: { defaultValue: active }
+      - slug: incorporationDate
+        label: Incorporation Date
+        valueType: date
+        inputType: date
+      - slug: registeredAgent
+        label: Registered Agent
+        valueType: string
+        inputType: text
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+
+  - slug: contract
+    displayName: Contract
+    icon: file-signature
+    color: violet
+    description: "A legal agreement with a counterparty — its status, term, and renewal."
+    properties:
+      - slug: contractType
+        label: Type
+        valueType: string
+        inputType: select
+        enumValues: [nda, msa, saas-subscription, employment, contractor, lease, partnership, financing, dpa, other]
+      - slug: status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues: [draft, in-review, negotiation, signed, active, expired, terminated]
+        constraints: { defaultValue: draft }
+      - slug: counterparty
+        label: Counterparty
+        valueType: string
+        inputType: text
+      - slug: effectiveDate
+        label: Effective Date
+        valueType: date
+        inputType: date
+      - slug: expirationDate
+        label: Expiration Date
+        valueType: date
+        inputType: date
+      - slug: renewalType
+        label: Renewal
+        valueType: string
+        inputType: select
+        enumValues: [none, auto-renew, manual]
+        constraints: { defaultValue: none }
+      - slug: renewalDate
+        label: Renewal / Notice Date
+        valueType: date
+        inputType: date
+      - slug: value
+        label: Contract Value
+        valueType: number
+        inputType: number
+      - slug: owner
+        label: Owner
+        valueType: string
+        inputType: text
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+
+  - slug: compliance-item
+    displayName: Compliance Item
+    icon: shield-check
+    color: cyan
+    description: "A regulatory or legal obligation with an owner and a deadline."
+    properties:
+      - slug: obligationType
+        label: Obligation Type
+        valueType: string
+        inputType: select
+        enumValues: [regulatory-filing, tax, data-privacy, license, certification, corporate-governance, employment, other]
+      - slug: status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues: [not-started, in-progress, submitted, complete, overdue]
+        constraints: { defaultValue: not-started }
+      - slug: jurisdiction
+        label: Jurisdiction
+        valueType: string
+        inputType: text
+      - slug: dueDate
+        label: Due Date
+        valueType: date
+        inputType: date
+      - slug: frequency
+        label: Frequency
+        valueType: string
+        inputType: select
+        enumValues: [one-time, monthly, quarterly, annual]
+        constraints: { defaultValue: one-time }
+      - slug: owner
+        label: Owner
+        valueType: string
+        inputType: text
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+
+  - slug: ip-asset
+    displayName: IP Asset
+    icon: badge-check
+    color: amber
+    description: "An intellectual property asset — trademark, patent, copyright, or trade secret."
+    properties:
+      - slug: assetType
+        label: Type
+        valueType: string
+        inputType: select
+        enumValues: [trademark, patent, copyright, trade-secret, domain, other]
+      - slug: status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues: [idea, filed, pending, registered, granted, abandoned, expired]
+        constraints: { defaultValue: idea }
+      - slug: jurisdiction
+        label: Jurisdiction
+        valueType: string
+        inputType: text
+      - slug: registrationNumber
+        label: Registration Number
+        valueType: string
+        inputType: text
+      - slug: filingDate
+        label: Filing Date
+        valueType: date
+        inputType: date
+      - slug: renewalDate
+        label: Renewal Date
+        valueType: date
+        inputType: date
+      - slug: owner
+        label: Owner
+        valueType: string
+        inputType: text
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+
+  - slug: policy
+    displayName: Policy
+    icon: book-lock
+    color: slate
+    description: "An internal policy — the rules the company commits to and publishes."
+    properties:
+      - slug: policyArea
+        label: Area
+        valueType: string
+        inputType: select
+        enumValues: [privacy, security, hr, code-of-conduct, data-retention, finance, acceptable-use, other]
+      - slug: status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues: [draft, in-review, approved, published, archived]
+        constraints: { defaultValue: draft }
+      - slug: version
+        label: Version
+        valueType: string
+        inputType: text
+        placeholder: e.g. 1.0
+      - slug: effectiveDate
+        label: Effective Date
+        valueType: date
+        inputType: date
+      - slug: reviewDate
+        label: Next Review
+        valueType: date
+        inputType: date
+      - slug: owner
+        label: Owner
+        valueType: string
+        inputType: text
+      - slug: summary
+        label: Summary
+        valueType: string
+        inputType: textarea
+
+  - slug: legal-matter
+    displayName: Legal Matter
+    icon: gavel
+    color: rose
+    description: "A dispute, investigation, or transaction the legal team is managing."
+    properties:
+      - slug: matterType
+        label: Type
+        valueType: string
+        inputType: select
+        enumValues: [litigation, dispute, investigation, employment, ip-enforcement, regulatory, m-and-a, financing, other]
+      - slug: status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues: [open, active, on-hold, settled, closed]
+        constraints: { defaultValue: open }
+      - slug: priority
+        label: Priority
+        valueType: string
+        inputType: select
+        enumValues: [low, medium, high, critical]
+        constraints: { defaultValue: medium }
+      - slug: counterparty
+        label: Counterparty
+        valueType: string
+        inputType: text
+      - slug: counsel
+        label: Outside Counsel
+        valueType: string
+        inputType: text
+      - slug: openedDate
+        label: Opened
+        valueType: date
+        inputType: date
+      - slug: targetResolution
+        label: Target Resolution
+        valueType: date
+        inputType: date
+      - slug: exposure
+        label: Exposure
+        valueType: number
+        inputType: number
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+
+views:
+  - name: Contracts
+    slug: contracts
+    type: table
+    scopeProfileSlug: contract
+    description: Every agreement, its counterparty, status, and term.
+    defaultView: true
+    config:
+      columns: [title, contractType, status, counterparty, effectiveDate, expirationDate, value, owner]
+  - name: Renewals
+    slug: renewals
+    type: kanban
+    scopeProfileSlug: contract
+    groupBy: status
+    description: Contracts by lifecycle stage — catch renewals and expirations before they bite.
+    config:
+      groupBy: status
+      cardFields: [counterparty, renewalType, renewalDate, expirationDate, value]
+  - name: Compliance
+    slug: compliance
+    type: kanban
+    scopeProfileSlug: compliance-item
+    groupBy: status
+    description: Obligations by status — nothing goes overdue.
+    config:
+      groupBy: status
+      cardFields: [obligationType, jurisdiction, dueDate, frequency, owner]
+  - name: IP Assets
+    slug: ip-assets
+    type: table
+    scopeProfileSlug: ip-asset
+    description: Trademarks, patents, copyrights, and trade secrets the company owns.
+    config:
+      columns: [title, assetType, status, jurisdiction, registrationNumber, renewalDate, owner]
+  - name: Matters
+    slug: matters
+    type: table
+    scopeProfileSlug: legal-matter
+    description: Disputes, investigations, and transactions in flight.
+    config:
+      columns: [title, matterType, status, priority, counterparty, counsel, targetResolution, exposure]
+  - name: Legal Entities
+    slug: legal-entities
+    type: table
+    scopeProfileSlug: legal-entity
+    description: The corporate structure — entities, jurisdictions, and status.
+    config:
+      columns: [title, entityType, jurisdiction, registrationNumber, status, incorporationDate]
+
+# Schema-level relations — give the relation picker domain-specific links from day one.
+entityLinks:
+  - sourceProfileSlug: contract
+    targetProfileSlug: legal-entity
+    type: party_to
+    label: Party to
+  - sourceProfileSlug: ip-asset
+    targetProfileSlug: legal-entity
+    type: owned_by
+    label: Owned by
+  - sourceProfileSlug: compliance-item
+    targetProfileSlug: legal-entity
+    type: applies_to
+    label: Applies to
+  - sourceProfileSlug: compliance-item
+    targetProfileSlug: policy
+    type: governed_by
+    label: Governed by
+  - sourceProfileSlug: legal-matter
+    targetProfileSlug: contract
+    type: concerns
+    label: Concerns
+
+onboarding:
+  goal: Capture the company's real legal footprint — its entities, live contracts, compliance obligations, and IP — so the workspace reflects the actual legal posture, not a generic checklist.
+  framing: >
+    THE GENERAL COUNSEL: Act as a pragmatic startup general counsel. Map the legal
+    reality first — which entities exist and where, what's actually signed and when it
+    renews, what filings and obligations have deadlines, and what IP is worth protecting.
+    Be precise about dates and counterparties; flag risk plainly; never invent legal
+    conclusions. Turn their answers into entities, contracts, compliance items, and IP assets.
+  collect:
+    - profileSlug: legal-entity
+      what: The company's legal entities and the jurisdictions they operate in.
+      cardinality: few
+      keyFields: [entityType, jurisdiction, status]
+    - profileSlug: contract
+      what: The key live agreements — the ones with real obligations, value, or renewal dates.
+      cardinality: several
+      keyFields: [contractType, status, counterparty, renewalDate]
+    - profileSlug: compliance-item
+      what: Compliance obligations and filings with real deadlines.
+      cardinality: several
+      keyFields: [obligationType, dueDate, owner]
+    - profileSlug: ip-asset
+      what: Intellectual property worth tracking and protecting.
+      cardinality: few
+      keyFields: [assetType, status, jurisdiction]
+  openingQuestions:
+    - "Which legal entities does the company have, and in which jurisdictions?"
+    - "What are your most important signed contracts right now — and do any auto-renew?"
+    - "What compliance obligations or filings have deadlines you can't miss?"
+  doneWhen: at least one legal entity, one key contract, and one compliance obligation with a deadline are captured.
+
+app:
+  kind: stored
+  cellKey: entity-detail
+
+layout:
+  defaultView: Contracts
+  defaultApp: null
+  pinnedApps: [dashboard, data, intelligence]
+  sidebarItems:
+    - kind: view
+      viewName: Contracts
+      label: Contracts
+      icon: file-signature
+    - kind: view
+      viewName: Renewals
+      label: Renewals
+      icon: refresh-cw
+    - kind: view
+      viewName: Compliance
+      label: Compliance
+      icon: shield-check
+    - kind: view
+      viewName: IP Assets
+      label: IP Assets
+      icon: badge-check
+    - kind: view
+      viewName: Matters
+      label: Matters
+      icon: gavel
+    - kind: view
+      viewName: Legal Entities
+      label: Entities
+      icon: landmark
+    - kind: app
+      appId: data
+      label: All Data
+      icon: database
+
+bento:
+  viewName: Legal Command Center
+  blocks:
+    - kind: view
+      viewName: Contracts
+      pos: { x: 0, y: 0, w: 8, h: 4 }
+    - kind: view
+      viewName: Legal Entities
+      pos: { x: 8, y: 0, w: 4, h: 4 }
+    - kind: view
+      viewName: Compliance
+      pos: { x: 0, y: 4, w: 6, h: 4 }
+    - kind: view
+      viewName: Renewals
+      pos: { x: 6, y: 4, w: 6, h: 4 }
+    - kind: view
+      viewName: IP Assets
+      pos: { x: 0, y: 8, w: 6, h: 4 }
+    - kind: view
+      viewName: Matters
+      pos: { x: 6, y: 8, w: 6, h: 4 }

package/src/life-os.yaml

@@ -1122,95 +1122,6 @@ entityLinks:
     type: said-by
     label: Said by
 
-seedEntities:
-  - profileSlug: area
-    title: Learning & Growth
-    properties:
-      description: Continuous learning, skill building, reading.
-      status: active
-  - profileSlug: area
-    title: Work & Career
-    properties:
-      description: Professional projects, skills, and relationships.
-      status: active
-  - profileSlug: area
-    title: Health & Wellbeing
-    properties:
-      description: Physical health, mental clarity, energy.
-      status: active
-  - profileSlug: project
-    title: Build My Second Brain
-    properties:
-      status: active
-      outcome: Have a fully functional PKM system capturing and connecting my knowledge.
-      area: Learning & Growth
-  - profileSlug: concept
-    title: Zettelkasten
-    properties:
-      definition: A note-taking method using atomic, interconnected notes — each idea on its own card, linked to related ones.
-      domain: Knowledge Management
-      maturity: evergreen
-  - profileSlug: concept
-    title: Progressive Summarization
-    properties:
-      definition: Highlighting and condensing notes in multiple passes — first bold, then highlight, then summary — to surface the most valuable ideas.
-      domain: Knowledge Management
-      maturity: growing
-  - profileSlug: book
-    title: Building a Second Brain
-    properties:
-      author: Tiago Forte
-      status: reading
-      genre: Productivity
-      pages: 272
-  - profileSlug: book
-    title: How to Take Smart Notes
-    properties:
-      author: Sönke Ahrens
-      status: want-to-read
-      genre: Learning
-      pages: 170
-  - profileSlug: person
-    title: Tiago Forte
-    properties:
-      role: Author & Creator
-      relationship: author
-      notes: Creator of the Second Brain methodology. Author of Building a Second Brain.
-  - profileSlug: person
-    title: Sönke Ahrens
-    properties:
-      role: Author & Researcher
-      relationship: author
-      notes: Author of How to Take Smart Notes. Proponent of the Zettelkasten method.
-  - profileSlug: quote
-    title: Your mind is for having ideas
-    properties:
-      text: Your mind is for having ideas, not holding them.
-      author: David Allen
-      resonance: 5
-  - profileSlug: note
-    title: Why I'm building a Second Brain
-    properties:
-      status: inbox
-      content: Capture everything. Review regularly. Connect the dots. Let the system hold the complexity so your mind stays clear.
-
-suggestedRelations:
-  - sourceRef: "book:Building a Second Brain"
-    targetRef: "person:Tiago Forte"
-    type: authored-by
-  - sourceRef: "book:How to Take Smart Notes"
-    targetRef: "person:Sönke Ahrens"
-    type: authored-by
-  - sourceRef: "note:Why I'm building a Second Brain"
-    targetRef: "project:Build My Second Brain"
-    type: feeds-into
-  - sourceRef: "concept:Zettelkasten"
-    targetRef: "concept:Progressive Summarization"
-    type: related-to
-  - sourceRef: "project:Build My Second Brain"
-    targetRef: "area:Learning & Growth"
-    type: belongs-to
-
 # Workspace home dashboard (maps from source bentoLayout + bentoViewBlocks)
 bento:
   blocks:

package/src/marketing.yaml

@@ -193,6 +193,36 @@ views:
     groupBy: lead-stage
     description: "Lead pipeline kanban by stage."
 
+onboarding:
+  goal: >
+    Capture the real marketing motion — the campaigns running now, the channels
+    they run on, the segments they target, and how leads flow through the
+    pipeline — so the workspace mirrors how growth actually operates here.
+  framing: >
+    THE GROWTH LEAD: Act as a sharp growth-marketing lead. Anchor everything to
+    the Foundation (audience + positioning) and the Brand (voice) so campaigns
+    stay on-strategy and on-brand. Push for the concrete: real channels, real
+    numbers, real segments — not "we do social." Ask where leads come from and
+    where they stall. Be warm but relentless about specifics.
+  collect:
+    - profileSlug: campaign
+      what: The campaigns live or planned right now — one per real initiative, with its channel and goal.
+      cardinality: several
+      keyFields: [campaign-channel, campaign-goal, campaign-status]
+    - profileSlug: lead
+      what: A few representative leads already in motion, placed at their true pipeline stage.
+      cardinality: several
+      keyFields: [lead-stage, lead-source, lead-company]
+    - profileSlug: contact
+      what: Key marketing contacts — the people already on the list and how they got there.
+      cardinality: few
+      keyFields: [contact-email, contact-source, contact-company]
+  openingQuestions:
+    - "Which campaigns are live right now, and what channel is each one running on?"
+    - "Who are you targeting — which Foundation audience segment does the growth motion aim at?"
+    - "Where do your best leads come from today, and where in the pipeline do they get stuck?"
+  doneWhen: at least one active campaign with a channel + a few leads placed at their pipeline stage.
+
 # App reference — no custom app for marketing
 app:
   kind: stored
@@ -227,18 +257,3 @@ bento:
     - kind: view
       viewName: Lead Pipeline
       pos: { x: 6, y: 0, w: 6, h: 5 }
-
-# Seed data
-seedEntities:
-  - profileSlug: campaign
-    title: Product Launch
-    properties:
-      campaign-status: planning
-      campaign-channel: social
-      campaign-goal: "Generate 500 signups in the first week"
-  - profileSlug: campaign
-    title: Developer Outreach
-    properties:
-      campaign-status: planning
-      campaign-channel: email
-      campaign-goal: "Reach 1000 developers via newsletter"