@synap-core/workspace-templates 0.4.0 → 0.6.0

package/src/foundation.yaml

@@ -200,6 +200,232 @@ profiles:
         valueType: string
         inputType: textarea
 
+  # ═══════════════════════════════════════════════════════════════════════════
+  # ECOSYSTEM ROLES — pod-wide, cross-workspace role vocabulary (SSOT)
+  #
+  # These are `profileKind: role` facets, `scope: shared` (pod-wide): defined
+  # ONCE here and attachable to a company OR a person from ANY workspace, and
+  # filterable from any workspace that references them. Foundation is pod_visible
+  # ("the outside-in layer every workspace inherits"), so it is the natural home
+  # for the shared relationship vocabulary. Other templates (crm, grants) reuse
+  # these by declaring the SAME slug with `scope: shared` — provisioning dedups
+  # to this one pod-wide profile and grants the referencing workspace access
+  # (see create-workspace-from-definition.ts: the `scope === "shared"` reuse
+  # branch). SHARED profiles are grant-gated, so a workspace must reference the
+  # slug to receive the grant — that is why consumers keep a `scope: shared`
+  # reference rather than dropping the profile entirely.
+  #
+  # This set is a starting vocabulary — extensible. Users mint more roles on the
+  # go; these cover the common commercial + web3 ecosystem relationships.
+  # ═══════════════════════════════════════════════════════════════════════════
+
+  # ── Client (active commercial relationship) ───────────────────────────────
+  - slug: client
+    displayName: Client
+    icon: briefcase
+    color: emerald
+    description: An active commercial relationship — created when a deal is won.
+    scope: shared
+    profileKind: role
+    applicableKinds:
+      - company
+      - person
+    properties:
+      - slug: clientStatus
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - prospect
+          - active
+          - paused
+          - former
+          - churned
+      - slug: accountManager
+        label: Account Manager
+        valueType: string
+        inputType: text
+      - slug: engagementStartDate
+        label: Engagement Start
+        valueType: date
+        inputType: date
+      - slug: satisfactionScore
+        label: Satisfaction
+        valueType: number
+        inputType: number
+      - slug: lifetimeValue
+        label: Lifetime Value
+        valueType: number
+        inputType: number
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+      - slug: contractValue
+        label: Contract Value
+        valueType: number
+        inputType: number
+      - slug: renewalDate
+        label: Renewal Date
+        valueType: date
+        inputType: date
+      - slug: healthScore
+        label: Health
+        valueType: string
+        inputType: select
+        enumValues:
+          - healthy
+          - at_risk
+          - critical
+
+  # ── Partner (referral source + co-delivery collaborator) ──────────────────
+  - slug: partner
+    displayName: Partner
+    icon: handshake
+    color: teal
+    description: A partner relationship — both a referral source and a co-delivery collaborator, distinguished by partner type.
+    scope: shared
+    profileKind: role
+    applicableKinds:
+      - company
+      - person
+    properties:
+      - slug: partnerStatus
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - prospect
+          - active
+          - paused
+          - churned
+      - slug: partnerType
+        label: Partner Type
+        valueType: string
+        inputType: select
+        enumValues:
+          - referral
+          - co-delivery
+          - both
+      - slug: accountManager
+        label: Account Manager
+        valueType: string
+        inputType: text
+      - slug: engagementStartDate
+        label: Engagement Start
+        valueType: date
+        inputType: date
+      - slug: satisfactionScore
+        label: Satisfaction
+        valueType: number
+        inputType: number
+      - slug: lifetimeValue
+        label: Lifetime Value
+        valueType: number
+        inputType: number
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+      - slug: contractValue
+        label: Contract Value
+        valueType: number
+        inputType: number
+      - slug: renewalDate
+        label: Renewal Date
+        valueType: date
+        inputType: date
+      - slug: healthScore
+        label: Health
+        valueType: string
+        inputType: select
+        enumValues:
+          - healthy
+          - at_risk
+          - critical
+
+  # ── Sponsor (backer of a program, round, or event) ────────────────────────
+  - slug: sponsor
+    displayName: Sponsor
+    icon: hand-coins
+    color: amber
+    description: A backer or sponsor of a program, round, or event.
+    scope: shared
+    profileKind: role
+    applicableKinds:
+      - company
+      - person
+    properties:
+      - slug: sponsorStatus
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - prospect
+          - active
+          - paused
+      - slug: sponsorType
+        label: Sponsor Type
+        valueType: string
+        inputType: text
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+
+  # ── Lead (early-pipeline prospect, pre-client) ─────────────────────────────
+  - slug: lead
+    displayName: Lead
+    icon: user-plus
+    color: yellow
+    description: An early-pipeline prospect — not yet a client, being qualified or nurtured.
+    scope: shared
+    profileKind: role
+    applicableKinds:
+      - company
+      - person
+    properties:
+      - slug: leadStage
+        label: Stage
+        valueType: string
+        inputType: select
+        enumValues:
+          - prospect
+          - qualified
+          - nurturing
+          - converted
+          - lost
+        constraints: { defaultValue: prospect }
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+
+  # ── Churned (formerly-active relationship that ended) ──────────────────────
+  - slug: churned
+    displayName: Churned
+    icon: user-x
+    color: gray
+    description: A relationship (client, partner, or otherwise) that was active and has since ended.
+    scope: shared
+    profileKind: role
+    applicableKinds:
+      - company
+      - person
+    properties:
+      - slug: churnedDate
+        label: Churned Date
+        valueType: date
+        inputType: date
+      - slug: churnReason
+        label: Reason
+        valueType: string
+        inputType: textarea
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+
 views:
   - name: Mission & Vision
     slug: mission-vision
@@ -326,7 +552,7 @@ app:
 layout:
   defaultView: Mission & Vision
   defaultApp: null
-  pinnedApps: [dashboard, data, intelligence]
+  pinnedApps: [dashboard, data, chat]
   sidebarItems:
     - kind: view
       viewName: Mission & Vision