@synap-core/workspace-templates 0.7.1 → 0.7.2

package/dist/index.d.ts

@@ -863,6 +863,65 @@ interface LayerTemplateGraphInput {
 declare function bundledEdgesOf(slug: string): readonly TemplateDependency[];
 declare function layerTemplateGraph(input: LayerTemplateGraphInput): CompositionGraph;
 
+/**
+ * Cross-template CONCEPT guard — catches vocabulary forks between templates.
+ *
+ * WHY THIS EXISTS (read before weakening or deleting it):
+ * `business-developer.yaml` introduced workspace-scoped `crm-lead`/`crm-client`
+ * for the same real-world concept that `foundation.yaml`/`crm.yaml` declare as
+ * pod-wide shared `lead`/`client`. Nothing failed. Three reasons:
+ *
+ *   1. `build.mjs`'s `validate()` runs PER FILE, inside the read loop, so it
+ *      structurally cannot see that another template already owns `lead`.
+ *   2. The only vocabulary rule that exists (`template-shared-role-ssot.test.ts`
+ *      in synap-backend) polices a HARDCODED five-slug set — and it FORBIDS
+ *      declaring one of those slugs workspace-scoped, which is exactly what the
+ *      two-tier design legitimately needed. So RENAMING was the path of least
+ *      resistance: `crm-lead` is outside the set and passes silently. That rule
+ *      polices SPELLING, not MEANING.
+ *   3. That test also cannot run in CI — it resolves this package across a
+ *      sibling-repo relative path that CI never checks out. It is green on a dev
+ *      machine and mute everywhere else.
+ *
+ * This guard lives HERE, in the repo that owns the template source, and runs in
+ * this repo's CI (`pnpm test`) and in `pnpm build` / `prepublishOnly` via
+ * `scripts/check-concepts.mjs`. It is deliberately NOT a hardcoded slug list —
+ * that is the pattern that failed.
+ *
+ * WHAT IT DOES NOT DO: it does not guess. There is no fuzzy name matching, no
+ * edit distance, no synonym table. A guesser nobody trusts is worse than no
+ * guard. It uses two exact, falsifiable signals only — see the rules below.
+ */
+
+interface ConceptViolation {
+    rule: "concept-collision" | "alias-shape-divergence" | "stale-allowlist";
+    /** The concept term or semantic slug the finding is about. */
+    concept: string;
+    message: string;
+}
+/**
+ * DECLARED, INTENTIONAL divergences — the escape hatch, and deliberately the
+ * SECONDARY mechanism. An entry here is an author saying "yes, two spellings of
+ * one concept, on purpose, and here is why". Keep it tiny; every entry must
+ * carry its WHY. A key that stops matching anything FAILS the guard, so this
+ * list cannot rot into a graveyard.
+ *
+ * Key = the two colliding profile slugs, sorted, joined by "|".
+ */
+declare const DECLARED_DIVERGENCES: Record<string, string>;
+/**
+ * The bare noun a concept identifier ends in: `crm.lead` → `lead`,
+ * `crm-lead` → `lead`, `lead` → `lead`.
+ *
+ * This is EXACT terminal-token equality on the author's own qualified name —
+ * not a similarity heuristic. `crm-lead` and `lead` collide because the author
+ * literally wrote the same noun; `prospect` and `lead` do not collide, and that
+ * is honest: no guard can know they mean the same thing.
+ */
+declare function conceptTerm(semanticSlug: string): string;
+declare function findConceptViolations(templates?: Record<string, WorkspaceYaml>): ConceptViolation[];
+declare function formatConceptViolations(violations: ConceptViolation[]): string;
+
 /**
  * @synap-core/workspace-templates — Definition adapter
  *
@@ -1067,4 +1126,4 @@ interface PackageDefinitionOutput {
  */
 declare function toPackageDefinition(slugOrYaml: string | WorkspaceYaml): PackageDefinitionOutput;
 
-export { type AssembleCatalogInput, type BentoViewBlockWire, type BentoWidgetBlockWire, type BundledCatalogEntry, type BundledEntry, type CatalogEntry, type CompositionEdge, type CompositionGraph, type CompositionInstalledEntry, type CompositionNode, type CompositionOverlay, type CpPackageRow, type InstalledTemplate, type LayerTemplateGraphInput, type MergeCatalogInput, type MergeCatalogResult, PACKAGE_DEPENDENCY_KINDS, type PackageDefinitionOutput, type PackageDependencyKind, type RemoteCatalogEntry, type RemoteEntry, type RemoteSourceStatus, type SplitBentoBlocks, type TemplateActionPlacement, type TemplateAppKind, type TemplateAppRef, type TemplateAutomation, type TemplateBentoBlock, type TemplateDefaultSource, type TemplateDependency, type TemplateDisplayTemplate, type TemplateEntityLink, type TemplateExtendsRef, type TemplateIntegration, type TemplateLayoutConfig, type TemplateMeta, type TemplateOnboarding, type TemplateOnboardingCollectTarget, type TemplatePlaybook, type TemplatePlaybookParam, type TemplateProfile, type TemplateProfileEntityBentoTemplates, type TemplateProperty, type TemplateSeedEntity, type TemplateSidebarItem, type TemplateSidebarSurface, type TemplateSourceRole, type TemplateSuggestedRelation, type TemplateUpdateCheck, type TemplateView, type ToDefinitionResult, WORKSPACE_TEMPLATES, type WorkspaceDefinitionInput, type WorkspaceTemplateSlug, type WorkspaceYaml, assembleCatalog, bundledEdgesOf, computeTemplateUpdates, getWorkspaceTemplate, isHashVersion, layerTemplateGraph, listPublicTemplates, listWorkspaceTemplates, mergeCatalog, rowToRemoteEntry, splitBentoBlocks, toPackageDefinition, toWorkspaceDefinition };
+export { type AssembleCatalogInput, type BentoViewBlockWire, type BentoWidgetBlockWire, type BundledCatalogEntry, type BundledEntry, type CatalogEntry, type CompositionEdge, type CompositionGraph, type CompositionInstalledEntry, type CompositionNode, type CompositionOverlay, type ConceptViolation, type CpPackageRow, DECLARED_DIVERGENCES, type InstalledTemplate, type LayerTemplateGraphInput, type MergeCatalogInput, type MergeCatalogResult, PACKAGE_DEPENDENCY_KINDS, type PackageDefinitionOutput, type PackageDependencyKind, type RemoteCatalogEntry, type RemoteEntry, type RemoteSourceStatus, type SplitBentoBlocks, type TemplateActionPlacement, type TemplateAppKind, type TemplateAppRef, type TemplateAutomation, type TemplateBentoBlock, type TemplateDefaultSource, type TemplateDependency, type TemplateDisplayTemplate, type TemplateEntityLink, type TemplateExtendsRef, type TemplateIntegration, type TemplateLayoutConfig, type TemplateMeta, type TemplateOnboarding, type TemplateOnboardingCollectTarget, type TemplatePlaybook, type TemplatePlaybookParam, type TemplateProfile, type TemplateProfileEntityBentoTemplates, type TemplateProperty, type TemplateSeedEntity, type TemplateSidebarItem, type TemplateSidebarSurface, type TemplateSourceRole, type TemplateSuggestedRelation, type TemplateUpdateCheck, type TemplateView, type ToDefinitionResult, WORKSPACE_TEMPLATES, type WorkspaceDefinitionInput, type WorkspaceTemplateSlug, type WorkspaceYaml, assembleCatalog, bundledEdgesOf, computeTemplateUpdates, conceptTerm, findConceptViolations, formatConceptViolations, getWorkspaceTemplate, isHashVersion, layerTemplateGraph, listPublicTemplates, listWorkspaceTemplates, mergeCatalog, rowToRemoteEntry, splitBentoBlocks, toPackageDefinition, toWorkspaceDefinition };

package/dist/index.js

@@ -6798,6 +6798,7 @@ var 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"
@@ -6905,6 +6906,7 @@ var 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"
@@ -13260,7 +13262,7 @@ var DATA = {
       ]
     },
     "bento": {
-      "viewName": "Ecosystem Map",
+      "viewName": "Ecosystem Home",
       "blocks": [
         {
           "kind": "view",
@@ -22507,18 +22509,92 @@ var 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 \u2014 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 \u2014 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 \u2014 platform, transcript, and what came out of it.",
+        "properties": [
           {
             "slug": "platform",
             "label": "Platform",
@@ -22532,12 +22608,6 @@ var DATA = {
               "other"
             ]
           },
-          {
-            "slug": "attendees",
-            "label": "Attendees",
-            "valueType": "array",
-            "inputType": "text"
-          },
           {
             "slug": "status",
             "label": "Status",
@@ -22577,19 +22647,44 @@ var 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",
@@ -22673,27 +22768,29 @@ var DATA = {
         ],
         "blindSpots": [
           `Recurring meetings (standups, 1:1s) get skipped because they feel routine \u2014 but their action items are exactly what falls through the cracks. Don't let "it's just a standup" excuse skipping capture.
-`
+`,
+          `"Attendees" as a list of names is not attendee capture \u2014 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.
+`,
+          "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 \u2014 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 \u2014 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 \u2014 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 \u2014 recurring ones, or just the important ones?",
-        "Where do your meetings live \u2014 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 \u2014 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 \u2014 summary note, at least one action item, and attendees resolved to people.\n"
     },
     "app": {
       "kind": "stored",
@@ -22704,7 +22801,8 @@ var DATA = {
       "defaultApp": null,
       "pinnedApps": [
         "dashboard",
-        "data"
+        "data",
+        "chat"
       ],
       "sidebarItems": [
         {
@@ -22734,7 +22832,7 @@ var DATA = {
       ]
     },
     "bento": {
-      "viewName": "Meetings",
+      "viewName": "Meetings Home",
       "blocks": [
         {
           "kind": "view",
@@ -23458,7 +23556,8 @@ var DATA = {
       "defaultApp": null,
       "pinnedApps": [
         "dashboard",
-        "data"
+        "data",
+        "chat"
       ],
       "sidebarItems": [
         {
@@ -23482,7 +23581,7 @@ var DATA = {
       ]
     },
     "bento": {
-      "viewName": "Campaigns",
+      "viewName": "Outreach Home",
       "blocks": [
         {
           "kind": "view",
@@ -27010,6 +27109,109 @@ function layerTemplateGraph(input) {
   return { nodes, edges, layers, cycles };
 }
 
+// src/concept-guard.ts
+var DECLARED_DIVERGENCES = {
+  // Two-tier lead vocabulary, documented at business-developer.yaml:1-16.
+  // Foundation's `lead` is a SHARED pod-wide role: being a lead is true
+  // everywhere. `crm-lead` is a WORKSPACE-scoped role so a person can be a lead
+  // inside one CRM workspace without becoming a lead across the whole pod. The
+  // tiers are intentionally separate rows; `semanticSlug: crm.lead` records the
+  // kinship so the two are discoverable as one concept via getBySemanticSlug.
+  "crm-lead|lead": "business-developer: workspace-tier lead, deliberately NOT pod-wide foundation `lead` (two-tier CRM design)",
+  // Same reasoning for the post-sale side of the same lifecycle.
+  "client|crm-client": "business-developer: workspace-tier client, deliberately NOT pod-wide foundation `client` (two-tier CRM design)"
+};
+function effectiveSemanticSlug(profile) {
+  return profile.semanticSlug ?? profile.slug;
+}
+function conceptTerm(semanticSlug) {
+  const tokens = semanticSlug.split(/[.\-_]/).filter(Boolean);
+  return (tokens[tokens.length - 1] ?? semanticSlug).toLowerCase();
+}
+function declaredValue(profile, field) {
+  const raw = profile[field];
+  if (raw === void 0 || raw === null) return null;
+  if (field === "applicableKinds") {
+    return Array.isArray(raw) ? JSON.stringify([...raw].sort()) : null;
+  }
+  return JSON.stringify(String(raw).toLowerCase());
+}
+function pairKey(a, b) {
+  return [a, b].sort().join("|");
+}
+function findConceptViolations(templates = WORKSPACE_TEMPLATES) {
+  const violations = [];
+  const all = [];
+  for (const [templateSlug, template] of Object.entries(templates)) {
+    for (const profile of template.profiles ?? []) {
+      all.push({ template: templateSlug, profile });
+    }
+  }
+  const roles = all.filter((r) => r.profile.profileKind === "role");
+  const usedAllowlistKeys = /* @__PURE__ */ new Set();
+  const reportedPairs = /* @__PURE__ */ new Set();
+  for (let i = 0; i < roles.length; i++) {
+    for (let j = i + 1; j < roles.length; j++) {
+      const a = roles[i];
+      const b = roles[j];
+      if (a.template === b.template) continue;
+      if (a.profile.slug === b.profile.slug) continue;
+      const term = conceptTerm(effectiveSemanticSlug(a.profile));
+      if (term !== conceptTerm(effectiveSemanticSlug(b.profile))) continue;
+      const key = pairKey(a.profile.slug, b.profile.slug);
+      if (key in DECLARED_DIVERGENCES) {
+        usedAllowlistKeys.add(key);
+        continue;
+      }
+      if (reportedPairs.has(key)) continue;
+      reportedPairs.add(key);
+      violations.push({
+        rule: "concept-collision",
+        concept: term,
+        message: `two role profiles denote the concept "${term}" under different slugs: "${a.profile.slug}" (${a.template}) vs "${b.profile.slug}" (${b.template}). Either REUSE the existing slug, or \u2014 if the divergence is intentional \u2014 declare it: set an explicit \`semanticSlug\` on the new profile and add "${key}" to DECLARED_DIVERGENCES in src/concept-guard.ts with the reason.`
+      });
+    }
+  }
+  const bySemantic = /* @__PURE__ */ new Map();
+  for (const ref of all) {
+    const key = effectiveSemanticSlug(ref.profile);
+    const bucket = bySemantic.get(key);
+    if (bucket) bucket.push(ref);
+    else bySemantic.set(key, [ref]);
+  }
+  for (const [semantic, group] of bySemantic) {
+    if (new Set(group.map((r) => r.profile.slug)).size < 2) continue;
+    for (const field of ["profileKind", "scope", "applicableKinds"]) {
+      const claims = /* @__PURE__ */ new Map();
+      for (const ref of group) {
+        const value = declaredValue(ref.profile, field);
+        if (value === null) continue;
+        const existing = claims.get(value);
+        if (!existing) claims.set(value, `${ref.template}:${ref.profile.slug}`);
+      }
+      if (claims.size > 1) {
+        violations.push({
+          rule: "alias-shape-divergence",
+          concept: semantic,
+          message: `profiles aliased to semanticSlug "${semantic}" disagree on \`${field}\`: ` + [...claims].map(([v, who]) => `${who} declares ${v}`).join(", ") + `. Aliased profiles assert one concept \u2014 make the shapes agree, or drop the alias.`
+        });
+      }
+    }
+  }
+  for (const key of Object.keys(DECLARED_DIVERGENCES)) {
+    if (usedAllowlistKeys.has(key)) continue;
+    violations.push({
+      rule: "stale-allowlist",
+      concept: key,
+      message: `DECLARED_DIVERGENCES entry "${key}" no longer matches any collision \u2014 the divergence was resolved or the profiles were renamed. Delete the entry.`
+    });
+  }
+  return violations;
+}
+function formatConceptViolations(violations) {
+  return violations.map((v) => `  \u2022 [${v.rule}] ${v.message}`).join("\n");
+}
+
 // src/define.ts
 function toAutomationWire(automations) {
   return automations?.map((a) => ({
@@ -27165,11 +27367,15 @@ function toPackageDefinition(slugOrYaml) {
   };
 }
 export {
+  DECLARED_DIVERGENCES,
   PACKAGE_DEPENDENCY_KINDS,
   WORKSPACE_TEMPLATES,
   assembleCatalog,
   bundledEdgesOf,
   computeTemplateUpdates,
+  conceptTerm,
+  findConceptViolations,
+  formatConceptViolations,
   getWorkspaceTemplate,
   isHashVersion,
   layerTemplateGraph,