@synap-core/workspace-templates 0.7.0 → 0.7.2

package/src/templates.ts

@@ -6790,6 +6790,7 @@ const DATA = {
         "description": "A person or company actively being qualified or contacted by this CRM workspace.",
         "scope": "WORKSPACE",
         "profileKind": "role",
+        "semanticSlug": "crm.lead",
         "applicableKinds": [
           "person",
           "company"
@@ -6897,6 +6898,7 @@ const DATA = {
         "description": "A CRM lead converted by a won commercial proposal and ready for handoff.",
         "scope": "WORKSPACE",
         "profileKind": "role",
+        "semanticSlug": "crm.client",
         "applicableKinds": [
           "person",
           "company"
@@ -13243,7 +13245,7 @@ const DATA = {
       ]
     },
     "bento": {
-      "viewName": "Ecosystem Map",
+      "viewName": "Ecosystem Home",
       "blocks": [
         {
           "kind": "view",
@@ -22472,18 +22474,92 @@ const DATA = {
     },
     "profiles": [
       {
-        "slug": "meeting",
-        "displayName": "Meeting",
-        "icon": "video",
+        "slug": "person",
+        "displayName": "Person",
+        "icon": "user",
+        "color": "amber",
+        "description": "A meeting attendee.",
+        "properties": [
+          {
+            "slug": "email",
+            "label": "Email",
+            "valueType": "string",
+            "inputType": "email"
+          }
+        ]
+      },
+      {
+        "slug": "task",
+        "displayName": "Task",
+        "icon": "check-square",
+        "color": "blue",
+        "description": "An action item that came out of a meeting.",
+        "properties": [
+          {
+            "slug": "status",
+            "label": "Status",
+            "valueType": "string",
+            "inputType": "select",
+            "enumValues": [
+              "todo",
+              "in-progress",
+              "done",
+              "cancelled"
+            ],
+            "constraints": {
+              "defaultValue": "todo"
+            }
+          },
+          {
+            "slug": "dueDate",
+            "label": "Due",
+            "valueType": "date",
+            "inputType": "date"
+          }
+        ]
+      },
+      {
+        "slug": "note",
+        "displayName": "Note",
+        "icon": "file-text",
         "color": "violet",
-        "description": "A meeting — its date, attendees, and what came out of it.",
+        "description": "A note or summary captured from a meeting.",
         "properties": [
           {
-            "slug": "meetingDate",
-            "label": "Date",
+            "slug": "content",
+            "label": "Content",
+            "valueType": "string",
+            "inputType": "textarea"
+          }
+        ]
+      },
+      {
+        "slug": "event",
+        "displayName": "Event",
+        "icon": "calendar",
+        "color": "sky",
+        "description": "A calendar event — the thing a meeting actually is.",
+        "properties": [
+          {
+            "slug": "startDate",
+            "label": "Start",
             "valueType": "date",
             "inputType": "date"
-          },
+          }
+        ]
+      },
+      {
+        "slug": "meeting",
+        "displayName": "Meeting",
+        "icon": "video",
+        "color": "violet",
+        "scope": "shared",
+        "profileKind": "role",
+        "applicableKinds": [
+          "event"
+        ],
+        "description": "The meeting hat an event wears — platform, transcript, and what came out of it.",
+        "properties": [
           {
             "slug": "platform",
             "label": "Platform",
@@ -22497,12 +22573,6 @@ const DATA = {
               "other"
             ]
           },
-          {
-            "slug": "attendees",
-            "label": "Attendees",
-            "valueType": "array",
-            "inputType": "text"
-          },
           {
             "slug": "status",
             "label": "Status",
@@ -22542,19 +22612,44 @@ const DATA = {
         "config": {
           "columns": [
             "title",
-            "meetingDate",
+            "startDate",
             "platform",
             "status"
           ]
+        }
+      },
+      {
+        "name": "Needs Processing",
+        "slug": "meetings-unprocessed",
+        "type": "list",
+        "scopeProfileSlug": "meeting",
+        "description": "Meetings that happened but haven't been imported and summarized yet.",
+        "config": {
+          "filterBy": {
+            "field": "status",
+            "operator": "is",
+            "value": "completed"
+          }
         },
         "defaultView": true
       },
+      {
+        "name": "Meeting Notes",
+        "slug": "meeting-notes",
+        "type": "list",
+        "scopeProfileSlug": "note",
+        "description": "Summaries and notes produced from meetings."
+      },
       {
         "name": "Meetings Calendar",
         "slug": "meetings-calendar",
         "type": "calendar",
         "scopeProfileSlug": "meeting",
-        "description": "Meetings on a calendar, keyed on their date."
+        "description": "Meetings on a calendar, keyed on their date.",
+        "config": {
+          "dateField": "properties.startDate",
+          "colorBy": "status"
+        }
       },
       {
         "name": "Action Items",
@@ -22637,27 +22732,28 @@ const DATA = {
           "Attendees are people, not names in a transcript — capture them as tracked contacts so the next meeting with them has history.\n"
         ],
         "blindSpots": [
-          "Recurring meetings (standups, 1:1s) get skipped because they feel routine — but their action items are exactly what falls through the cracks. Don't let \"it's just a standup\" excuse skipping capture.\n"
+          "Recurring meetings (standups, 1:1s) get skipped because they feel routine — but their action items are exactly what falls through the cracks. Don't let \"it's just a standup\" excuse skipping capture.\n",
+          "\"Attendees\" as a list of names is not attendee capture — it's a string. If the summary says \"Sarah will send the deck\" and Sarah isn't a tracked person linked to that task, the next meeting with Sarah starts from zero again. Resolve every attendee to a real person, or say out loud that you're choosing not to.\n",
+          "A summary nobody re-reads is theatre. The test for a good meeting note is whether someone who missed the call could act from it alone — if it needs the transcript to make sense, it isn't a summary yet.\n"
         ],
-        "bar": "A handful of recent meetings are logged with a real summary and at least one action item each, so the Import & Summarize playbook has something concrete to run against.\n"
+        "bar": "The PIPE is live, not the rows: transcript source and calendar connected, the Import & Summarize playbook run once end-to-end on a real recent meeting, and the output inspected together — a note a human would actually keep, tasks that are genuinely actionable, and attendees resolved to tracked people rather than name strings. If the first import produces vague tasks (\"follow up\"), fix the extraction bar now, not after fifty meetings.\n"
       },
       "collect": [
         {
           "profileSlug": "meeting",
-          "what": "Recent or upcoming meetings worth tracking.",
+          "what": "Which recurring meetings are worth importing every time — the standing 1:1s, the weekly ops call. A watchlist, not a backlog.\n",
           "cardinality": "few",
           "keyFields": [
-            "meetingDate",
             "platform"
           ]
         }
       ],
       "openingQuestions": [
-        "What meetings do you want tracked — recurring ones, or just the important ones?",
-        "Where do your meetings live — Zoom, Google Meet, somewhere else?",
-        "Do you already record/transcribe them, or should that start now?"
+        "Name a meeting from last week whose outcome you can't remember. What did that cost you?",
+        "When a meeting produces an action item, where does it go today — and does it survive the week?",
+        "Which recurring meeting would you cancel if you could see its action-item completion rate?"
       ],
-      "doneWhen": "A few meetings captured with a date and platform, at least one with a summary."
+      "doneWhen": "Transcript source connected and one real meeting imported end-to-end — summary note, at least one action item, and attendees resolved to people.\n"
     },
     "app": {
       "kind": "stored",
@@ -22668,7 +22764,8 @@ const DATA = {
       "defaultApp": null,
       "pinnedApps": [
         "dashboard",
-        "data"
+        "data",
+        "chat"
       ],
       "sidebarItems": [
         {
@@ -22698,7 +22795,7 @@ const DATA = {
       ]
     },
     "bento": {
-      "viewName": "Meetings",
+      "viewName": "Meetings Home",
       "blocks": [
         {
           "kind": "view",
@@ -23421,7 +23518,8 @@ const DATA = {
       "defaultApp": null,
       "pinnedApps": [
         "dashboard",
-        "data"
+        "data",
+        "chat"
       ],
       "sidebarItems": [
         {
@@ -23445,7 +23543,7 @@ const DATA = {
       ]
     },
     "bento": {
-      "viewName": "Campaigns",
+      "viewName": "Outreach Home",
       "blocks": [
         {
           "kind": "view",