@synap-core/workspace-templates 0.6.0 → 0.6.2

package/src/content-studio.yaml

@@ -199,235 +199,6 @@ profiles:
         valueType: string
         inputType: textarea
 
-  # --- Creator-ops kinds absorbed from Content OS (merge) ---
-  - slug: post
-    displayName: Post
-    icon: file-edit
-    color: "#6366F1"
-    description: "Your atomic content unit. One idea, multiple platform formats — tracked from spark to publication."
-    scope: WORKSPACE
-    properties:
-      - slug: post-status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues: ["Idea", "Briefed", "In Draft", "Review", "Scheduled", "Published", "Archived"]
-      - slug: post-format
-        label: Format
-        valueType: string
-        inputType: select
-        enumValues: ["Article", "Thread", "Short Video", "Long Video", "Carousel", "Image Post", "Story", "Newsletter Section", "Podcast Episode", "Other"]
-      - slug: post-platform
-        label: Platform
-        valueType: string
-        inputType: select
-        enumValues: ["LinkedIn", "Instagram", "TikTok", "YouTube", "Twitter / X", "Threads", "Bluesky", "Newsletter", "Podcast", "Blog", "Other"]
-      - slug: post-pillar
-        label: Pillar
-        valueType: entity_id
-      - slug: post-campaign
-        label: Campaign
-        valueType: entity_id
-      - slug: post-sponsor
-        label: Sponsor
-        valueType: entity_id
-      - slug: publish-date
-        label: Publish Date
-        valueType: date
-      - slug: post-hook
-        label: "Hook / Headline"
-        valueType: string
-        inputType: text
-        placeholder: "Opening line or headline that stops the scroll"
-      - slug: post-cta
-        label: CTA
-        valueType: string
-        inputType: text
-        placeholder: "What should the audience do?"
-      - slug: post-tags
-        label: Tags
-        valueType: array
-      - slug: engagement-score
-        label: Engagement Score
-        valueType: number
-        inputType: number
-        placeholder: "Numeric performance metric (likes + comments + shares)"
-      - slug: post-reach
-        label: "Reach / Views"
-        valueType: number
-        inputType: number
-      - slug: repurposed-from
-        label: Repurposed From
-        valueType: string
-        inputType: text
-        placeholder: "Source post or content this was adapted from"
-      - slug: post-url
-        label: Published URL
-        valueType: string
-        inputType: text
-        placeholder: "https://..."
-        constraints: { format: url }
-
-  - slug: pillar
-    displayName: Pillar
-    icon: columns
-    color: "#8B5CF6"
-    description: "A recurring content theme — the lens through which your audience knows you. The organizing principle of your brand."
-    scope: WORKSPACE
-    properties:
-      - slug: pillar-status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues: ["Active", "Developing", "Paused", "Retired"]
-      - slug: pillar-audience
-        label: Audience Segment
-        valueType: string
-        inputType: text
-        placeholder: "Who does this pillar speak to?"
-      - slug: pillar-goal
-        label: Audience Goal
-        valueType: string
-        inputType: text
-        placeholder: "What should the audience think, feel, or do after consuming this pillar?"
-      - slug: pillar-formats
-        label: Primary Formats
-        valueType: string
-        inputType: select
-        enumValues: ["Articles + Threads", "Short Video", "Long Video", "Newsletter", "Podcast", "Carousel", "Mixed"]
-      - slug: post-count-pillar
-        label: Total Posts Published
-        valueType: number
-        inputType: number
-      - slug: avg-engagement
-        label: Avg Engagement Score
-        valueType: number
-        inputType: number
-      - slug: top-post
-        label: Top Performing Post
-        valueType: string
-        inputType: text
-        placeholder: "Title of best performing post in this pillar"
-      - slug: posting-frequency
-        label: Target Frequency
-        valueType: string
-        inputType: select
-        enumValues: ["Daily", "3x / week", "2x / week", "Weekly", "Bi-weekly", "Monthly", "Ad hoc"]
-      - slug: pillar-tags
-        label: Tags
-        valueType: array
-
-  - slug: platform
-    displayName: Platform
-    icon: share-2
-    color: "#06B6D4"
-    description: "A social account, newsletter publication, or podcast channel. Each platform has its own audience metrics and publishing rhythm."
-    scope: WORKSPACE
-    properties:
-      - slug: platform-type
-        label: Type
-        valueType: string
-        inputType: select
-        enumValues: ["LinkedIn", "Instagram", "TikTok", "YouTube", "Twitter / X", "Threads", "Bluesky", "Newsletter", "Podcast", "Blog / Website", "Other"]
-      - slug: platform-status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues: ["Active", "Building", "Maintenance Mode", "Inactive"]
-      - slug: platform-url
-        label: Profile URL
-        valueType: string
-        inputType: text
-        placeholder: "https://..."
-        constraints: { format: url }
-      - slug: follower-count
-        label: "Follower / Subscriber Count"
-        valueType: number
-        inputType: number
-      - slug: follower-target
-        label: Target Count
-        valueType: number
-        inputType: number
-      - slug: avg-engagement-rate
-        label: "Avg Engagement Rate (%)"
-        valueType: number
-        inputType: number
-      - slug: platform-posting-freq
-        label: Posting Frequency
-        valueType: string
-        inputType: select
-        enumValues: ["Daily", "3x / week", "2x / week", "Weekly", "Bi-weekly", "Monthly", "As Needed"]
-      - slug: last-post-date
-        label: Last Post Date
-        valueType: date
-      - slug: platform-notes
-        label: Notes
-        valueType: string
-        inputType: text
-        placeholder: "What works here? Tone, format, best times..."
-      - slug: platform-tags
-        label: Tags
-        valueType: array
-
-  - slug: newsletter
-    displayName: Newsletter
-    icon: mail
-    color: "#10B981"
-    description: "A newsletter issue — your direct channel to an owned audience. No algorithm, no platform fee, no intermediary."
-    scope: WORKSPACE
-    properties:
-      - slug: newsletter-status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues: ["Idea", "Drafting", "Editing", "Scheduled", "Sent", "Archived"]
-      - slug: newsletter-series
-        label: Series
-        valueType: string
-        inputType: text
-        placeholder: "Which newsletter series is this issue part of?"
-      - slug: issue-number
-        label: Issue Number
-        valueType: number
-        inputType: number
-      - slug: subject-line
-        label: Subject Line
-        valueType: string
-        inputType: text
-        placeholder: "The subject line — your most important copy"
-      - slug: preview-text
-        label: Preview Text
-        valueType: string
-        inputType: text
-        placeholder: "45-character preview shown in inbox (after subject)"
-      - slug: send-date
-        label: Send Date
-        valueType: date
-      - slug: subscriber-count
-        label: Subscriber Count at Send
-        valueType: number
-        inputType: number
-      - slug: open-rate
-        label: "Open Rate (%)"
-        valueType: number
-        inputType: number
-      - slug: click-rate
-        label: "Click Rate (%)"
-        valueType: number
-        inputType: number
-      - slug: newsletter-sponsor
-        label: Sponsor
-        valueType: entity_id
-      - slug: newsletter-campaign
-        label: Campaign
-        valueType: entity_id
-      - slug: newsletter-pillar
-        label: Primary Pillar
-        valueType: entity_id
-      - slug: newsletter-tags
-        label: Tags
-        valueType: array
-
 views:
   - name: Pipelines
     slug: content-pipelines
@@ -454,29 +225,6 @@ views:
     type: grid
     scopeProfileSlug: content-template
     description: Reusable video templates.
-  # --- Curated views for absorbed creator-ops kinds ---
-  - name: Posts
-    slug: content-posts
-    type: kanban
-    scopeProfileSlug: post
-    groupBy: post-status
-    description: Content posts by status.
-  - name: Pillars
-    slug: content-pillars
-    type: list
-    scopeProfileSlug: pillar
-    description: Content pillars — the recurring themes.
-  - name: Platforms
-    slug: content-platforms
-    type: table
-    scopeProfileSlug: platform
-    description: Channels and their audience metrics.
-  - name: Newsletters
-    slug: content-newsletters
-    type: kanban
-    scopeProfileSlug: newsletter
-    groupBy: newsletter-status
-    description: Newsletter issues by status.
 
 # App reference
 app:
@@ -521,22 +269,6 @@ layout:
       viewName: Templates
       label: Templates
       icon: layout-template
-    - kind: view
-      viewName: Posts
-      label: Posts
-      icon: file-edit
-    - kind: view
-      viewName: Pillars
-      label: Pillars
-      icon: columns
-    - kind: view
-      viewName: Platforms
-      label: Platforms
-      icon: share-2
-    - kind: view
-      viewName: Newsletters
-      label: Newsletters
-      icon: mail
 
 entityLinks:
   - sourceProfileSlug: content-composition

package/src/crm.yaml

@@ -202,6 +202,202 @@ profiles:
           - ready
           - handed_off
 
+  # ═══════════════════════════════════════════════════════════════════════════
+  # ECOSYSTEM ROLES — shared pod-wide role vocabulary (SSOT is foundation.yaml).
+  #
+  # These `scope: shared`, `profileKind: role` profiles are ONE pod-wide row each,
+  # defined ONCE in foundation.yaml. The CRM re-declares them so the apply engine
+  # (create-workspace-from-definition.ts) resolves each slug to the existing
+  # pod-wide profile and GRANTS this workspace access to it (SHARED profiles are
+  # grant-gated — a workspace only sees a shared role if it references the slug).
+  # Without these references the CRM workspace could attach `client`/`lead`/…
+  # facets that entities.list could never surface, so every row fell through to
+  # the "Idle" relationship status (crmData.ts getRelationshipStatus).
+  #
+  # Bodies match foundation VERBATIM (row-level icon/color/displayName/description
+  # + every property definition): two templates declaring the same shared slug
+  # with DIVERGENT bodies fight over one pod-wide row (base drift). The
+  # template-shared-role-ssot tripwire enforces this — do NOT diverge here.
+  # ═══════════════════════════════════════════════════════════════════════════
+
+  # ── 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
+
+  # ── 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
+
 entityLinks:
   - sourceProfileSlug: person
     targetProfileSlug: deal