@synap-core/workspace-templates 0.6.4 → 0.7.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.d.ts +216 -1
- package/dist/index.js +3501 -1622
- package/dist/index.js.map +1 -1
- package/package.json +1 -1
- package/src/business-developer.template.test.ts +280 -0
- package/src/business-developer.yaml +644 -0
- package/src/composition-graph.test.ts +135 -0
- package/src/composition-graph.ts +298 -0
- package/src/crm.yaml +38 -58
- package/src/define.flow-automations.test.ts +65 -0
- package/src/define.ts +95 -7
- package/src/ecosystem.yaml +24 -17
- package/src/index.ts +15 -0
- package/src/meetings-knowledge.yaml +204 -0
- package/src/outreach-comms.yaml +282 -0
- package/src/templates.ts +2999 -1288
- package/src/types.ts +106 -3
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/**
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* Unit tests for the `layerTemplateGraph` KEYSTONE engine.
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* Run: `npx tsx --test src/composition-graph.test.ts`
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*
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* These test the SOURCE (`./composition-graph.js` → composition-graph.ts),
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* never `dist/`, so no build is required and there is no stale-generated-
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* output trap (same convention as `catalog.test.ts`).
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*/
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import { test } from "node:test";
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import assert from "node:assert/strict";
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import { layerTemplateGraph, type CompositionGraph } from "./composition-graph.js";
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import type { TemplateDependency } from "./types.js";
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/** Build a small `edgesOf` from a plain adjacency map, for test fixtures. */
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function edgesFrom(map: Record<string, TemplateDependency[]>) {
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return (slug: string): readonly TemplateDependency[] => map[slug] ?? [];
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}
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function flat(graph: CompositionGraph): string[] {
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return graph.layers.flat().map((n) => n.slug);
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}
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// ── Longest-path: deeper occurrence wins (bedrock behavior) ────────────────
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test("longest-path: a node required at depth 1 by one root and depth 3 by another lands at the deeper layer", () => {
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// root-a -> shared (depth 1)
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// root-b -> mid -> deep -> shared (depth 3)
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const edgesOf = edgesFrom({
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"root-a": [{ slug: "shared" }],
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"root-b": [{ slug: "mid" }],
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mid: [{ slug: "deep" }],
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deep: [{ slug: "shared" }],
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});
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const graph = layerTemplateGraph({ roots: ["root-a", "root-b"], edgesOf });
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const shared = graph.nodes.get("shared")!;
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assert.equal(shared.layer, 3, "shared must sink to the DEEPER of its two reachable depths");
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});
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// ── Dedupe / fan-in ──────────────────────────────────────────────────────────
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test("dedupe/fan-in: a node reachable from 6 parents appears ONCE with dependents.length === 6", () => {
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const parents = Array.from({ length: 6 }, (_, i) => `parent-${i}`);
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const edgesOf = edgesFrom({
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root: parents.map((p) => ({ slug: p })),
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...Object.fromEntries(parents.map((p) => [p, [{ slug: "foundation" }]])),
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});
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const graph = layerTemplateGraph({ roots: ["root"], edgesOf });
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const foundationNodes = [...graph.nodes.values()].filter((n) => n.slug === "foundation");
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assert.equal(foundationNodes.length, 1, "foundation must appear exactly once in the node map");
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assert.equal(foundationNodes[0]!.dependents.length, 6, "foundation must carry TRUE fan-in from all 6 parents");
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});
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// ── Multi-root ───────────────────────────────────────────────────────────────
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test("multi-root: two roots both reaching a shared node → roots lists both", () => {
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const edgesOf = edgesFrom({
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"root-a": [{ slug: "shared" }],
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"root-b": [{ slug: "shared" }],
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});
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const graph = layerTemplateGraph({ roots: ["root-a", "root-b"], edgesOf });
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const shared = graph.nodes.get("shared")!;
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assert.deepEqual(shared.roots, ["root-a", "root-b"]);
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});
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// ── Compose overlays ─────────────────────────────────────────────────────────
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test("compose: a relation:compose dep appears in the base's overlays[] and NOT in layers", () => {
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// `grants` composes onto `operations` — mirrors the real grants.yaml/operations.yaml pair.
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const edgesOf = edgesFrom({
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grants: [{ slug: "operations", relation: "compose", reason: "overlay" }],
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});
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const graph = layerTemplateGraph({ roots: ["grants"], edgesOf });
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const operations = graph.nodes.get("operations")!;
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assert.ok(operations, "operations (the base) must be a real node");
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assert.deepEqual(
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operations.overlays.map((o) => o.slug),
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["grants"],
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"the compose source must be attached as an overlay on the base"
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);
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assert.equal(graph.nodes.has("grants"), false, "the compose SOURCE must never be its own node");
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assert.ok(!flat(graph).includes("grants"), "the compose source must never appear in layers[][]");
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const composeEdge = graph.edges.find((e) => e.from === "grants" && e.to === "operations");
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assert.ok(composeEdge, "the compose edge must still be recorded in edges[]");
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assert.equal(composeEdge!.relation, "compose");
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});
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// ── Ghost nodes ──────────────────────────────────────────────────────────────
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test("ghost: an uninstalled dep is present with installed:false", () => {
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const edgesOf = edgesFrom({
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root: [{ slug: "not-installed-yet" }],
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});
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const graph = layerTemplateGraph({ roots: ["root"], edgesOf, installed: [] });
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const ghost = graph.nodes.get("not-installed-yet")!;
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assert.equal(ghost.installed, false);
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assert.deepEqual(ghost.workspaceIds, []);
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// The gap IS the information: it still occupies its layer.
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assert.equal(graph.layers[ghost.layer]!.some((n) => n.slug === "not-installed-yet"), true);
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});
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// ── Cycles ───────────────────────────────────────────────────────────────────
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test("cycle: A→B→A terminates and reports the broken edge in cycles[]", () => {
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const edgesOf = edgesFrom({
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A: [{ slug: "B" }],
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B: [{ slug: "A" }],
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});
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const graph = layerTemplateGraph({ roots: ["A"], edgesOf });
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assert.equal(graph.cycles.length, 1);
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assert.deepEqual(graph.cycles[0], ["B", "A"]);
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// Still terminates and produces a usable graph.
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assert.ok(graph.nodes.has("A"));
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assert.ok(graph.nodes.has("B"));
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assert.equal(graph.nodes.get("A")!.layer, 0);
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});
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// ── edgesOf injection ─────────────────────────────────────────────────────────
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test("edgesOf injection: deps supplied for a slug NOT in the bundled map are still walked", () => {
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// "private-remote-pkg" does not exist in the bundled WORKSPACE_TEMPLATES map
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// at all — this is the live bug rule 5 fixes: a caller-supplied edgesOf must
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// still be able to walk it.
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const edgesOf = edgesFrom({
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"private-remote-pkg": [{ slug: "some-base", relation: "require" }],
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});
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const graph = layerTemplateGraph({ roots: ["private-remote-pkg"], edgesOf });
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assert.ok(graph.nodes.has("some-base"), "a dependency declared only by the injected edgesOf must still be walked");
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assert.equal(graph.nodes.get("some-base")!.layer, 1);
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});
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/**
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* layerTemplateGraph — the KEYSTONE composition-graph engine.
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* ============================================================
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*
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* Today the CLI (`synap-cli/src/commands/market.ts` `buildCompositionTrees`)
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* renders template composition as a nested TREE: `buildDependencyNode`
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* rebuilds a fresh `TreeNode` for every OCCURRENCE of a slug on every path, so
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* a widely-required base (e.g. `foundation`) prints once per branch that
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* reaches it (6× under a suite like `enterprise-os`). Its "shared" tag is only
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* top-level-package granularity — there is no true fan-in count.
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*
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* This module replaces that with a LAYERED DAG: every node appears EXACTLY
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* ONCE, positioned at its longest-path depth, with edges converging on it —
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* so `foundation` sinks to the bedrock row with N inbound edges instead of
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* being redrawn N times. It is the single source of truth for template
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* composition; the CLI, browser dialogs, backend boot-ordering, and (later)
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* the Atlas all consume it.
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*
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* PURE + TRANSPORT-AGNOSTIC (same discipline as `catalog.ts`): this is the
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* ONLY module `synap-cli`, `browser`, `synap-control-plane-api`, and
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* `synap-backend` can all resolve. No React, no dagre/d3, no fetch, no
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* Node-only APIs. Pixel layout lives elsewhere (browser-only) — this module
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* only computes topology (layers + edges + memoized nodes), never coordinates.
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*
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* CONSUMES drift, never recomputes it: `installed` / `updates` are read
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* straight off `catalog.ts`'s `InstalledTemplate`-shaped rows and
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* `computeTemplateUpdates()` output — this module does no semver comparison
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* of its own.
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*/
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import type { TemplateDependency } from "./types.js";
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import { getWorkspaceTemplate } from "./templates.js";
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import type { TemplateUpdateCheck } from "./catalog.js";
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// ============================================================================
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// Inputs
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// ============================================================================
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/**
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* An installed template row, keyed by slug — the shape this engine needs to
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* mark a node `installed` and populate `workspaceIds`.
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*
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* NOTE ON NAMING: `catalog.ts`'s `InstalledTemplate` is `{ slug, version }`
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* only — it was built for `computeTemplateUpdates`'s narrower need (a version
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* to diff) and carries no `workspaceId`. `CompositionNode.workspaceIds` is
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* part of the ratified API and cannot be populated from that shape, so this
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* is a REAL conflict, not a preference: this module declares its own,
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* slightly richer row instead of importing `catalog.ts`'s `InstalledTemplate`
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* under that name. Every field of `catalog.ts`'s `InstalledTemplate` is a
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* subset of this one, so a caller building `InstalledTemplate[]` for
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* `computeTemplateUpdates` can build ONE array of `CompositionInstalledEntry`
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* and pass it to both doors.
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*/
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export interface CompositionInstalledEntry {
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slug: string;
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workspaceId: string;
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workspaceName?: string;
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/** `settings.packageVersion`, when the pod stamped one. Omit when unknown. */
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version?: string;
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}
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/** One compose-relation dependency, attached to the BASE node it overlays onto. */
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export interface CompositionOverlay {
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slug: string;
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name: string;
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installed: boolean;
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}
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/** One edge in the raw dependency graph, exactly as declared (kept even when broken by a cycle). */
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export interface CompositionEdge {
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from: string;
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to: string;
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relation: "compose" | "require";
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depKind?: string;
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}
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export interface CompositionNode {
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slug: string;
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name: string;
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/** Longest-path depth: `1 + max(layer of every node that depends on this one)`. Roots = 0, bedrock = max. */
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layer: number;
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/** TRUE fan-in — every slug (node or compose-only overlay source) that declares a dependency on this one. */
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dependents: string[];
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/** Which of the input `roots` transitively reach this node (self-inclusive for a root). */
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roots: string[];
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installed: boolean;
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workspaceIds: string[];
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installedVersion?: string;
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latestVersion?: string | null;
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updateAvailable: boolean;
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noVersionInfo: boolean;
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/** `compose`-relation deps that overlay onto THIS node (see rule 2 — the overlay source itself is never a layer node). */
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overlays: CompositionOverlay[];
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}
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export interface CompositionGraph {
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nodes: Map<string, CompositionNode>;
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edges: CompositionEdge[];
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/** `layers[0]` = roots … `layers[n]` = bedrock. Compose-overlay SOURCES never appear here (rule 2). */
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layers: CompositionNode[][];
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/** Broken back-edges `[from, to]` — surfaced, never silently swallowed (rule 4). */
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cycles: string[][];
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}
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export interface LayerTemplateGraphInput {
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/** Top-level slugs to walk from. Always land at `layer: 0`. */
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roots: string[];
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/** INJECTED edge source (rule 5) — never hardcoded to the bundled map. See `bundledEdgesOf`. */
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edgesOf: (slug: string) => readonly TemplateDependency[];
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nameOf?: (slug: string) => string | undefined;
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installed?: CompositionInstalledEntry[];
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updates?: TemplateUpdateCheck[];
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}
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/**
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* Default `edgesOf` — reads `dependencies[]` off the BUNDLED template map
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* only. This is what the current CLI walker is hardcoded to, which is
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* precisely the live bug rule 5 fixes: a remote/private CP-only package's
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* `definition.dependencies` are invisible to it, so its subtree silently
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* renders empty. Callers with a remote catalog entry available should pass
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* their OWN `edgesOf` that falls back to `entry.remote.definition.dependencies`
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* (or similar) for slugs this default can't see.
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*/
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export function bundledEdgesOf(slug: string): readonly TemplateDependency[] {
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return getWorkspaceTemplate(slug)?.dependencies ?? [];
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}
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// ============================================================================
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// The engine
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// ============================================================================
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export function layerTemplateGraph(input: LayerTemplateGraphInput): CompositionGraph {
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const { roots, edgesOf } = input;
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const nameOf = input.nameOf ?? (() => undefined);
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const rootSet = new Set(roots);
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const installedBySlug = new Map<string, CompositionInstalledEntry[]>();
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for (const entry of input.installed ?? []) {
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const list = installedBySlug.get(entry.slug);
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if (list) list.push(entry);
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else installedBySlug.set(entry.slug, [entry]);
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}
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const updatesBySlug = new Map((input.updates ?? []).map((u) => [u.slug, u]));
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+
|
|
145
|
+
// ── Phase 1: discovery — walk every root, global memo (rule 1) ───────────
|
|
146
|
+
const edges: CompositionEdge[] = [];
|
|
147
|
+
const cycles: string[][] = [];
|
|
148
|
+
/** Every edge target/source touched, whether or not it ends up a layer node. */
|
|
149
|
+
const touched = new Set<string>(roots);
|
|
150
|
+
/** dependent -> Set(dependency) for EVERY edge (both relations) — reachability adjacency. */
|
|
151
|
+
const adjacency = new Map<string, Set<string>>();
|
|
152
|
+
/** dependency -> Set(dependent) for every NON-broken edge (both relations) — true fan-in + layering DP. */
|
|
153
|
+
const dependentsMap = new Map<string, Set<string>>();
|
|
154
|
+
/** Compose-relation edges, kept separately to build overlays + the node-exclusion set. */
|
|
155
|
+
const composeEdges: Array<{ from: string; to: string; depKind?: string }> = [];
|
|
156
|
+
/** A slug's `edgesOf` has already been walked — prevents re-expanding a shared node's children (rule 1). */
|
|
157
|
+
const discovered = new Set<string>();
|
|
158
|
+
|
|
159
|
+
function addAdjacency(from: string, to: string): void {
|
|
160
|
+
const set = adjacency.get(from);
|
|
161
|
+
if (set) set.add(to);
|
|
162
|
+
else adjacency.set(from, new Set([to]));
|
|
163
|
+
}
|
|
164
|
+
|
|
165
|
+
function addDependent(dependency: string, dependent: string): void {
|
|
166
|
+
const set = dependentsMap.get(dependency);
|
|
167
|
+
if (set) set.add(dependent);
|
|
168
|
+
else dependentsMap.set(dependency, new Set([dependent]));
|
|
169
|
+
}
|
|
170
|
+
|
|
171
|
+
function walk(slug: string, ancestors: Set<string>): void {
|
|
172
|
+
const deps = edgesOf(slug) ?? [];
|
|
173
|
+
for (const dep of deps) {
|
|
174
|
+
const relation: "compose" | "require" = dep.relation ?? "require";
|
|
175
|
+
touched.add(dep.slug);
|
|
176
|
+
|
|
177
|
+
if (ancestors.has(dep.slug)) {
|
|
178
|
+
// Broken back-edge — surfaced, not swallowed (rule 4). Still recorded
|
|
179
|
+
// in `edges` (the honest picture of what was declared), but excluded
|
|
180
|
+
// from `dependentsMap`/`adjacency` so it can't loop the DP/BFS below.
|
|
181
|
+
cycles.push([slug, dep.slug]);
|
|
182
|
+
edges.push({ from: slug, to: dep.slug, relation, depKind: dep.kind });
|
|
183
|
+
continue;
|
|
184
|
+
}
|
|
185
|
+
|
|
186
|
+
edges.push({ from: slug, to: dep.slug, relation, depKind: dep.kind });
|
|
187
|
+
addAdjacency(slug, dep.slug);
|
|
188
|
+
addDependent(dep.slug, slug);
|
|
189
|
+
if (relation === "compose") {
|
|
190
|
+
composeEdges.push({ from: slug, to: dep.slug, depKind: dep.kind });
|
|
191
|
+
}
|
|
192
|
+
|
|
193
|
+
if (!discovered.has(dep.slug)) {
|
|
194
|
+
discovered.add(dep.slug);
|
|
195
|
+
const nextAncestors = new Set(ancestors);
|
|
196
|
+
nextAncestors.add(slug);
|
|
197
|
+
walk(dep.slug, nextAncestors);
|
|
198
|
+
}
|
|
199
|
+
}
|
|
200
|
+
}
|
|
201
|
+
|
|
202
|
+
for (const root of roots) {
|
|
203
|
+
if (discovered.has(root)) continue;
|
|
204
|
+
discovered.add(root);
|
|
205
|
+
walk(root, new Set([root]));
|
|
206
|
+
}
|
|
207
|
+
|
|
208
|
+
// ── Phase 2: compose-relation sources are never layer nodes (rule 2) ─────
|
|
209
|
+
const composeSources = new Set(composeEdges.map((e) => e.from));
|
|
210
|
+
const overlaysByBase = new Map<string, CompositionOverlay[]>();
|
|
211
|
+
for (const e of composeEdges) {
|
|
212
|
+
const isInstalled = installedBySlug.has(e.from);
|
|
213
|
+
const overlay: CompositionOverlay = { slug: e.from, name: nameOf(e.from) ?? e.from, installed: isInstalled };
|
|
214
|
+
const list = overlaysByBase.get(e.to);
|
|
215
|
+
if (list) list.push(overlay);
|
|
216
|
+
else overlaysByBase.set(e.to, [overlay]);
|
|
217
|
+
}
|
|
218
|
+
|
|
219
|
+
// ── Phase 3: which touched slugs are real layer nodes ────────────────────
|
|
220
|
+
const nodeSlugs = [...touched].filter((s) => !composeSources.has(s)).sort();
|
|
221
|
+
|
|
222
|
+
// ── Phase 4: reachability — which input roots reach each slug ────────────
|
|
223
|
+
const rootsReaching = new Map<string, Set<string>>();
|
|
224
|
+
for (const root of roots) {
|
|
225
|
+
const visited = new Set<string>([root]);
|
|
226
|
+
const queue: string[] = [root];
|
|
227
|
+
const addReach = (s: string) => {
|
|
228
|
+
const set = rootsReaching.get(s);
|
|
229
|
+
if (set) set.add(root);
|
|
230
|
+
else rootsReaching.set(s, new Set([root]));
|
|
231
|
+
};
|
|
232
|
+
addReach(root);
|
|
233
|
+
while (queue.length) {
|
|
234
|
+
const cur = queue.shift()!;
|
|
235
|
+
for (const next of adjacency.get(cur) ?? []) {
|
|
236
|
+
if (visited.has(next)) continue;
|
|
237
|
+
visited.add(next);
|
|
238
|
+
addReach(next);
|
|
239
|
+
queue.push(next);
|
|
240
|
+
}
|
|
241
|
+
}
|
|
242
|
+
}
|
|
243
|
+
|
|
244
|
+
// ── Phase 5: longest-path layering (rule 1) ───────────────────────────────
|
|
245
|
+
// layer(n) = 1 + max(layer of every node that depends on n); roots = 0.
|
|
246
|
+
// Works for ANY slug (node or compose-only overlay source) so a compose
|
|
247
|
+
// source's OWN layer still feeds the DP for the base it composes onto —
|
|
248
|
+
// e.g. `grants` (excluded from `nodes`) still positions `operations` one
|
|
249
|
+
// layer below wherever `grants` itself sits.
|
|
250
|
+
const layerMemo = new Map<string, number>();
|
|
251
|
+
function layerOf(slug: string, stack: Set<string>): number {
|
|
252
|
+
if (rootSet.has(slug)) return 0;
|
|
253
|
+
const memoized = layerMemo.get(slug);
|
|
254
|
+
if (memoized !== undefined) return memoized;
|
|
255
|
+
if (stack.has(slug)) return 0; // defensive — cycle edges are already excluded from dependentsMap
|
|
256
|
+
stack.add(slug);
|
|
257
|
+
const dependents = dependentsMap.get(slug);
|
|
258
|
+
const layer = !dependents || dependents.size === 0
|
|
259
|
+
? 0
|
|
260
|
+
: 1 + Math.max(...[...dependents].map((d) => layerOf(d, stack)));
|
|
261
|
+
stack.delete(slug);
|
|
262
|
+
layerMemo.set(slug, layer);
|
|
263
|
+
return layer;
|
|
264
|
+
}
|
|
265
|
+
|
|
266
|
+
// ── Phase 6: build nodes ──────────────────────────────────────────────────
|
|
267
|
+
const nodes = new Map<string, CompositionNode>();
|
|
268
|
+
for (const slug of nodeSlugs) {
|
|
269
|
+
const installedEntries = installedBySlug.get(slug) ?? [];
|
|
270
|
+
const workspaceIds = installedEntries.map((e) => e.workspaceId).filter(Boolean);
|
|
271
|
+
const installed = workspaceIds.length > 0;
|
|
272
|
+
const update = updatesBySlug.get(slug);
|
|
273
|
+
const installedVersion = update?.installedVersion || installedEntries[0]?.version;
|
|
274
|
+
const noVersionInfo = installed && (update === undefined || update.latestVersion === undefined);
|
|
275
|
+
|
|
276
|
+
nodes.set(slug, {
|
|
277
|
+
slug,
|
|
278
|
+
name: nameOf(slug) ?? slug,
|
|
279
|
+
layer: layerOf(slug, new Set()),
|
|
280
|
+
dependents: [...(dependentsMap.get(slug) ?? [])].sort(),
|
|
281
|
+
roots: [...(rootsReaching.get(slug) ?? [])].sort(),
|
|
282
|
+
installed,
|
|
283
|
+
workspaceIds,
|
|
284
|
+
installedVersion,
|
|
285
|
+
latestVersion: update?.latestVersion ?? null,
|
|
286
|
+
updateAvailable: update?.updateAvailable ?? false,
|
|
287
|
+
noVersionInfo,
|
|
288
|
+
overlays: overlaysByBase.get(slug) ?? [],
|
|
289
|
+
});
|
|
290
|
+
}
|
|
291
|
+
|
|
292
|
+
const maxLayer = Math.max(0, ...[...nodes.values()].map((n) => n.layer));
|
|
293
|
+
const layers: CompositionNode[][] = Array.from({ length: maxLayer + 1 }, () => []);
|
|
294
|
+
for (const node of nodes.values()) layers[node.layer].push(node);
|
|
295
|
+
for (const bucket of layers) bucket.sort((a, b) => a.slug.localeCompare(b.slug));
|
|
296
|
+
|
|
297
|
+
return { nodes, edges, layers, cycles };
|
|
298
|
+
}
|
package/src/crm.yaml
CHANGED
|
@@ -1,8 +1,8 @@
|
|
|
1
1
|
# CRM workspace template
|
|
2
2
|
# The CRM owns pre-sale work only. A won deal is handed to the operating
|
|
3
3
|
# workspace; this template deliberately does not provision client delivery,
|
|
4
|
-
# campaigns, tasks, documents,
|
|
5
|
-
# (
|
|
4
|
+
# campaigns, tasks, documents, automations, or sales-specific playbooks. A
|
|
5
|
+
# use-case overlay (for example `business-developer`) may add those workflows.
|
|
6
6
|
|
|
7
7
|
meta:
|
|
8
8
|
slug: crm
|
|
@@ -17,6 +17,20 @@ meta:
|
|
|
17
17
|
- contacts
|
|
18
18
|
isPublic: true
|
|
19
19
|
|
|
20
|
+
# SSOT ordering guarantee — this template REFERENCES foundation's pod-wide
|
|
21
|
+
# shared `client`/`partner`/`lead`/`churned` roles below. The apply engine seeds
|
|
22
|
+
# a shared profile's pod-wide BASE property body from whichever template
|
|
23
|
+
# creates it FIRST, and adds a REUSING template's extra props as workspace
|
|
24
|
+
# OVERLAYS. Requiring foundation makes the resolver install it first
|
|
25
|
+
# (deps-first), so the base is always foundation's SSOT body and never this
|
|
26
|
+
# template's. `require`, not `compose`: foundation is a real workspace, not an
|
|
27
|
+
# overlay.
|
|
28
|
+
dependencies:
|
|
29
|
+
- slug: foundation
|
|
30
|
+
kind: workspace
|
|
31
|
+
relation: require
|
|
32
|
+
reason: "Provides the pod-wide client/partner/lead/churned role vocabulary this workspace reuses."
|
|
33
|
+
|
|
20
34
|
workspace:
|
|
21
35
|
name: CRM
|
|
22
36
|
description: A focused pre-sale workspace for contacts, companies, and deals.
|
|
@@ -407,67 +421,33 @@ entityLinks:
|
|
|
407
421
|
targetProfileSlug: deal
|
|
408
422
|
type: linked_to_deal
|
|
409
423
|
|
|
410
|
-
#
|
|
411
|
-
#
|
|
412
|
-
#
|
|
413
|
-
# can offer
|
|
414
|
-
# lead" / "Qualify this lead"; a deal surfaces "Work this deal". The subject entity
|
|
415
|
-
# is passed as the matching entity param and substituted into the goalTemplate.
|
|
416
|
-
#
|
|
417
|
-
# Two subjects are used: `lead` (a shared ROLE facet on a person/company — the same
|
|
418
|
-
# facet-role subject pattern ecosystem.yaml uses for `competitor`) and `deal` (a
|
|
419
|
-
# primary CRM kind). The matcher keys purely on the profileSlug string, so a role
|
|
420
|
-
# facet and a kind are matched identically.
|
|
421
|
-
#
|
|
422
|
-
# No `grants:` on "Enrich this lead": enrichment tools (Apify/Unipile-LinkedIn) are
|
|
423
|
-
# workspace-conditional and may not be granted, so the goalTemplate context-injects
|
|
424
|
-
# the intent and the session agent uses whatever enrichment capability the workspace
|
|
425
|
-
# actually has — mirroring how "Produce Content" (content-os) grants nothing and
|
|
426
|
-
# leans on the workspace's tools, rather than hardcoding a tool that might be absent.
|
|
424
|
+
# Playbook — enriches a lead/prospect from public sources (company site,
|
|
425
|
+
# LinkedIn, firmographic signal) so ICP scoring and qualification start from
|
|
426
|
+
# real data instead of a blank record. Bound to `lead` so a newly captured
|
|
427
|
+
# lead can offer this as a session.
|
|
427
428
|
playbooks:
|
|
428
|
-
- name: Enrich
|
|
429
|
-
description:
|
|
429
|
+
- name: Enrich Lead/Company
|
|
430
|
+
description: Enrich a lead or company from public sources — firmographics, company size, and recent signal — to sharpen ICP scoring and qualification.
|
|
430
431
|
goalTemplate: >-
|
|
431
|
-
Enrich
|
|
432
|
-
|
|
433
|
-
and
|
|
434
|
-
|
|
435
|
-
|
|
436
|
-
|
|
437
|
-
contacts, and note where information is still missing.
|
|
432
|
+
Enrich {target} using public sources. Scrape their website and LinkedIn
|
|
433
|
+
presence (via Apify) for firmographics: company size, industry, location,
|
|
434
|
+
and any recent signal (funding, hiring, product launches). Fill in the
|
|
435
|
+
missing profile fields (industry, companySize, location, icpScore) with
|
|
436
|
+
what you find, and note anything that changes qualification. Do not
|
|
437
|
+
fabricate — leave a field blank rather than guess.
|
|
438
438
|
subjectProfile:
|
|
439
439
|
profileSlug: lead
|
|
440
440
|
params:
|
|
441
|
-
- { name:
|
|
441
|
+
- { name: target, type: entity, label: Lead or company, required: true }
|
|
442
442
|
executor: is-agent
|
|
443
|
+
grants:
|
|
444
|
+
- apify_run_actor
|
|
445
|
+
- entity.create
|
|
443
446
|
status: active
|
|
444
447
|
|
|
445
|
-
|
|
446
|
-
|
|
447
|
-
|
|
448
|
-
|
|
449
|
-
|
|
450
|
-
|
|
451
|
-
keep nurturing, or disqualify. Write the reasoning and the decision back onto
|
|
452
|
-
the lead (its stage, score, and next step) so the call is auditable.
|
|
453
|
-
subjectProfile:
|
|
454
|
-
profileSlug: lead
|
|
455
|
-
params:
|
|
456
|
-
- { name: lead, type: entity, label: Lead, required: true }
|
|
457
|
-
executor: is-agent
|
|
458
|
-
status: active
|
|
459
|
-
|
|
460
|
-
- name: Work this deal
|
|
461
|
-
description: Move a deal toward Won — read the current stage, find the blocker, and propose the next step and owner.
|
|
462
|
-
goalTemplate: >-
|
|
463
|
-
Work this deal ({deal}) toward Won. Assess where it stands — its current
|
|
464
|
-
stage, value, and close date — and identify the single thing blocking it from
|
|
465
|
-
advancing. Propose the concrete next step, who owns it, and by when, and
|
|
466
|
-
update the deal's next step accordingly. If the stage should change, say so
|
|
467
|
-
and why.
|
|
468
|
-
subjectProfile:
|
|
469
|
-
profileSlug: deal
|
|
470
|
-
params:
|
|
471
|
-
- { name: deal, type: entity, label: Deal, required: true }
|
|
472
|
-
executor: is-agent
|
|
473
|
-
status: active
|
|
448
|
+
# Apify powers the enrichment playbook (scrape public sources for a lead's
|
|
449
|
+
# firmographics). Composed pod-wide at provisioning via the existing
|
|
450
|
+
# integrations door; the user supplies the Apify API key once on install — a
|
|
451
|
+
# missing key fails gracefully per-skill, not the whole workspace.
|
|
452
|
+
integrations:
|
|
453
|
+
- templateKey: apify
|
|
@@ -0,0 +1,65 @@
|
|
|
1
|
+
import { describe, expect, it } from "vitest";
|
|
2
|
+
import { toWorkspaceDefinition } from "./define.js";
|
|
3
|
+
import type { WorkspaceYaml } from "./types.js";
|
|
4
|
+
|
|
5
|
+
const workflowTemplate: WorkspaceYaml = {
|
|
6
|
+
meta: {
|
|
7
|
+
slug: "workflow-contract-test",
|
|
8
|
+
name: "Workflow contract test",
|
|
9
|
+
description: "Test template",
|
|
10
|
+
icon: "workflow",
|
|
11
|
+
color: "blue",
|
|
12
|
+
},
|
|
13
|
+
workspace: { name: "Workflow contract test", description: "Test" },
|
|
14
|
+
profiles: [],
|
|
15
|
+
automations: [
|
|
16
|
+
{
|
|
17
|
+
name: "A manual workflow",
|
|
18
|
+
triggerType: "manual",
|
|
19
|
+
flow: {
|
|
20
|
+
nodes: [{ id: "trigger", type: "trigger" }],
|
|
21
|
+
edges: [],
|
|
22
|
+
precondition: "trigger.payload.ready === true",
|
|
23
|
+
},
|
|
24
|
+
},
|
|
25
|
+
],
|
|
26
|
+
actionPlacements: [
|
|
27
|
+
{
|
|
28
|
+
profileSlug: "person",
|
|
29
|
+
surface: "entity-detail",
|
|
30
|
+
kind: "automation",
|
|
31
|
+
ref: "A manual workflow",
|
|
32
|
+
label: "Run workflow",
|
|
33
|
+
when: {
|
|
34
|
+
requiredFacetSlugs: ["lead"],
|
|
35
|
+
propertyEquals: { stage: "ready" },
|
|
36
|
+
},
|
|
37
|
+
confirmation: { title: "Continue?", confirmLabel: "Run" },
|
|
38
|
+
},
|
|
39
|
+
],
|
|
40
|
+
};
|
|
41
|
+
|
|
42
|
+
describe("toWorkspaceDefinition flow automations", () => {
|
|
43
|
+
it("keeps graph workflows distinct from legacy loop automations", () => {
|
|
44
|
+
const { definition } = toWorkspaceDefinition(workflowTemplate);
|
|
45
|
+
|
|
46
|
+
expect(definition.flowAutomations).toEqual([
|
|
47
|
+
expect.objectContaining({
|
|
48
|
+
name: "A manual workflow",
|
|
49
|
+
triggerType: "manual",
|
|
50
|
+
flowDefinition: expect.objectContaining({
|
|
51
|
+
precondition: "trigger.payload.ready === true",
|
|
52
|
+
}),
|
|
53
|
+
}),
|
|
54
|
+
]);
|
|
55
|
+
expect("automations" in definition).toBe(false);
|
|
56
|
+
});
|
|
57
|
+
|
|
58
|
+
it("preserves action applicability and confirmation policy", () => {
|
|
59
|
+
const { definition } = toWorkspaceDefinition(workflowTemplate);
|
|
60
|
+
expect(definition.actionPlacements?.[0]).toMatchObject({
|
|
61
|
+
when: { requiredFacetSlugs: ["lead"], propertyEquals: { stage: "ready" } },
|
|
62
|
+
confirmation: { title: "Continue?", confirmLabel: "Run" },
|
|
63
|
+
});
|
|
64
|
+
});
|
|
65
|
+
});
|