@synap-core/workspace-templates 0.7.1 → 0.7.3

package/src/life-os.yaml

@@ -6,6 +6,7 @@
 
 meta:
   slug: life-os
+  domain: knowledge
   name: Second Brain — Knowledge OS
   description: A sovereign personal knowledge management workspace. Capture everything, connect ideas, build your external brain.
   icon: brain
@@ -229,7 +230,16 @@ profiles:
         label: Relationship
         valueType: string
         inputType: select
-        enumValues: [mentor, colleague, friend, family, acquaintance, author, collaborator]
+        enumValues:
+          [
+            mentor,
+            colleague,
+            friend,
+            family,
+            acquaintance,
+            author,
+            collaborator,
+          ]
       - slug: last-contact
         label: Last Contact
         valueType: date
@@ -806,12 +816,26 @@ views:
           kind: widget
           widgetType: entity-count
           pos: { x: 3, y: 2, w: 3, h: 2 }
-          config: { profileSlug: note, label: In Inbox, icon: Inbox, filter: { status: inbox }, color: amber }
+          config:
+            {
+              profileSlug: note,
+              label: In Inbox,
+              icon: Inbox,
+              filter: { status: inbox },
+              color: amber,
+            }
         - id: nd-b4
           kind: widget
           widgetType: entity-count
           pos: { x: 6, y: 2, w: 3, h: 2 }
-          config: { profileSlug: note, label: Evergreen, icon: Leaf, filter: { status: evergreen }, color: green }
+          config:
+            {
+              profileSlug: note,
+              label: Evergreen,
+              icon: Leaf,
+              filter: { status: evergreen },
+              color: green,
+            }
         - id: nd-b5
           kind: widget
           widgetType: entity-count
@@ -835,32 +859,71 @@ views:
           kind: widget
           widgetType: entity-count
           pos: { x: 0, y: 2, w: 3, h: 2 }
-          config: { profileSlug: book, label: Currently Reading, icon: BookOpen, filter: { status: reading }, color: blue }
+          config:
+            {
+              profileSlug: book,
+              label: Currently Reading,
+              icon: BookOpen,
+              filter: { status: reading },
+              color: blue,
+            }
         - id: bd-b3
           kind: widget
           widgetType: entity-count
           pos: { x: 3, y: 2, w: 3, h: 2 }
-          config: { profileSlug: book, label: Books Read, icon: CheckCircle, filter: { status: completed }, color: green }
+          config:
+            {
+              profileSlug: book,
+              label: Books Read,
+              icon: CheckCircle,
+              filter: { status: completed },
+              color: green,
+            }
         - id: bd-b4
           kind: widget
           widgetType: entity-count
           pos: { x: 6, y: 2, w: 3, h: 2 }
-          config: { profileSlug: book, label: To Read, icon: List, filter: { status: want-to-read }, color: purple }
+          config:
+            {
+              profileSlug: book,
+              label: To Read,
+              icon: List,
+              filter: { status: want-to-read },
+              color: purple,
+            }
         - id: bd-b5
           kind: widget
           widgetType: entity-count
           pos: { x: 9, y: 2, w: 3, h: 2 }
-          config: { profileSlug: highlight, label: Total Highlights, icon: Highlighter }
+          config:
+            {
+              profileSlug: highlight,
+              label: Total Highlights,
+              icon: Highlighter,
+            }
         - id: bd-b6
           kind: widget
           widgetType: entity-gallery
           pos: { x: 0, y: 4, w: 8, h: 4 }
-          config: { profileSlug: book, filter: { status: reading }, coverField: cover-url, title: Currently Reading, limit: 8 }
+          config:
+            {
+              profileSlug: book,
+              filter: { status: reading },
+              coverField: cover-url,
+              title: Currently Reading,
+              limit: 8,
+            }
         - id: bd-b7
           kind: widget
           widgetType: quote-card
           pos: { x: 8, y: 4, w: 4, h: 4 }
-          config: { profileSlug: quote, textField: text, authorField: author, seed: daily }
+          config:
+            {
+              profileSlug: quote,
+              textField: text,
+              authorField: author,
+              seed: daily,
+            }
         - id: bd-b8
           kind: view
           viewName: Reading List
@@ -884,12 +947,26 @@ views:
           kind: widget
           widgetType: entity-count
           pos: { x: 4, y: 2, w: 4, h: 2 }
-          config: { profileSlug: concept, label: Evergreen, icon: Leaf, filter: { maturity: evergreen }, color: green }
+          config:
+            {
+              profileSlug: concept,
+              label: Evergreen,
+              icon: Leaf,
+              filter: { maturity: evergreen },
+              color: green,
+            }
         - id: cd-b4
           kind: widget
           widgetType: entity-count
           pos: { x: 8, y: 2, w: 4, h: 2 }
-          config: { profileSlug: concept, label: Seeds, icon: Sprout, filter: { maturity: seed }, color: amber }
+          config:
+            {
+              profileSlug: concept,
+              label: Seeds,
+              icon: Sprout,
+              filter: { maturity: seed },
+              color: amber,
+            }
         - id: cd-b5
           kind: view
           viewName: All Concepts
@@ -913,12 +990,24 @@ views:
           kind: widget
           widgetType: entity-count
           pos: { x: 4, y: 2, w: 4, h: 2 }
-          config: { profileSlug: person, label: Mentors, icon: Star, filter: { relationship: mentor } }
+          config:
+            {
+              profileSlug: person,
+              label: Mentors,
+              icon: Star,
+              filter: { relationship: mentor },
+            }
         - id: pd-b4
           kind: widget
           widgetType: entity-count
           pos: { x: 8, y: 2, w: 4, h: 2 }
-          config: { profileSlug: person, label: Authors, icon: BookOpen, filter: { relationship: author } }
+          config:
+            {
+              profileSlug: person,
+              label: Authors,
+              icon: BookOpen,
+              filter: { relationship: author },
+            }
         - id: pd-b5
           kind: view
           viewName: People Network
@@ -937,22 +1026,50 @@ views:
           kind: widget
           widgetType: entity-count
           pos: { x: 0, y: 2, w: 3, h: 2 }
-          config: { profileSlug: project, label: Active, icon: Play, filter: { status: active }, color: green }
+          config:
+            {
+              profileSlug: project,
+              label: Active,
+              icon: Play,
+              filter: { status: active },
+              color: green,
+            }
         - id: prd-b3
           kind: widget
           widgetType: entity-count
           pos: { x: 3, y: 2, w: 3, h: 2 }
-          config: { profileSlug: project, label: Planning, icon: Map, filter: { status: planning }, color: blue }
+          config:
+            {
+              profileSlug: project,
+              label: Planning,
+              icon: Map,
+              filter: { status: planning },
+              color: blue,
+            }
         - id: prd-b4
           kind: widget
           widgetType: entity-count
           pos: { x: 6, y: 2, w: 3, h: 2 }
-          config: { profileSlug: project, label: On Hold, icon: PauseCircle, filter: { status: on-hold }, color: amber }
+          config:
+            {
+              profileSlug: project,
+              label: On Hold,
+              icon: PauseCircle,
+              filter: { status: on-hold },
+              color: amber,
+            }
         - id: prd-b5
           kind: widget
           widgetType: entity-count
           pos: { x: 9, y: 2, w: 3, h: 2 }
-          config: { profileSlug: project, label: Completed, icon: CheckCircle, filter: { status: completed }, color: purple }
+          config:
+            {
+              profileSlug: project,
+              label: Completed,
+              icon: CheckCircle,
+              filter: { status: completed },
+              color: purple,
+            }
         - id: prd-b6
           kind: view
           viewName: Active Projects
@@ -971,12 +1088,24 @@ views:
           kind: widget
           widgetType: quote-card
           pos: { x: 0, y: 2, w: 6, h: 4 }
-          config: { profileSlug: quote, textField: text, authorField: author, seed: daily }
+          config:
+            {
+              profileSlug: quote,
+              textField: text,
+              authorField: author,
+              seed: daily,
+            }
         - id: qd-b3
           kind: widget
           widgetType: entity-list
           pos: { x: 6, y: 2, w: 6, h: 4 }
-          config: { profileSlug: quote, title: Latest Quotes, limit: 6, sort: { field: created-at, direction: desc } }
+          config:
+            {
+              profileSlug: quote,
+              title: Latest Quotes,
+              limit: 6,
+              sort: { field: created-at, direction: desc },
+            }
         - id: qd-b4
           kind: view
           viewName: All Quotes
@@ -995,12 +1124,19 @@ views:
           kind: widget
           widgetType: entity-count
           pos: { x: 0, y: 2, w: 6, h: 2 }
-          config: { profileSlug: area, label: Active Areas, icon: Compass, filter: { status: active } }
+          config:
+            {
+              profileSlug: area,
+              label: Active Areas,
+              icon: Compass,
+              filter: { status: active },
+            }
         - id: ad-b3
           kind: widget
           widgetType: entity-count
           pos: { x: 6, y: 2, w: 6, h: 2 }
-          config: { profileSlug: project, label: Total Projects, icon: FolderOpen }
+          config:
+            { profileSlug: project, label: Total Projects, icon: FolderOpen }
         - id: ad-b4
           kind: view
           viewName: All Areas
@@ -1128,7 +1264,12 @@ bento:
     - kind: widget
       widgetType: welcome-header
       pos: { x: 0, y: 0, w: 12, h: 2 }
-      config: { title: "Good morning — Your Second Brain", subtitle: "Everything you know, connected.", showDate: true }
+      config:
+        {
+          title: "Good morning — Your Second Brain",
+          subtitle: "Everything you know, connected.",
+          showDate: true,
+        }
     - kind: widget
       widgetType: entity-count
       pos: { x: 0, y: 2, w: 3, h: 2 }
@@ -1167,14 +1308,16 @@ bento:
     - kind: widget
       widgetType: reading-progress
       pos: { x: 4, y: 8, w: 4, h: 4 }
-      config: { profileSlug: book, pageField: current-page, totalPagesField: pages }
+      config:
+        { profileSlug: book, pageField: current-page, totalPagesField: pages }
     - kind: view
       viewName: Inbox Notes
       pos: { x: 8, y: 8, w: 4, h: 4 }
     - kind: widget
       widgetType: entity-spotlight
       pos: { x: 0, y: 12, w: 4, h: 4 }
-      config: { profileSlug: note, seed: daily, layout: detail, color: "#6366F1" }
+      config:
+        { profileSlug: note, seed: daily, layout: detail, color: "#6366F1" }
     - kind: widget
       widgetType: random-highlight
       pos: { x: 4, y: 12, w: 4, h: 4 }
@@ -1214,7 +1357,13 @@ profileEntityBentoTemplates:
         kind: widget
         widgetType: reading-progress
         pos: { x: 8, y: 0, w: 4, h: 3 }
-        config: { profileSlug: book, pageField: current-page, totalPagesField: pages, label: Progress }
+        config:
+          {
+            profileSlug: book,
+            pageField: current-page,
+            totalPagesField: pages,
+            label: Progress,
+          }
       - id: book-eb-b3
         kind: widget
         widgetType: entity-list
@@ -1302,7 +1451,13 @@ profileEntityBentoTemplates:
         kind: widget
         widgetType: entity-count
         pos: { x: 8, y: 0, w: 4, h: 3 }
-        config: { profileSlug: project, label: Projects, icon: FolderOpen, color: green }
+        config:
+          {
+            profileSlug: project,
+            label: Projects,
+            icon: FolderOpen,
+            color: green,
+          }
       - id: area-eb-b3
         kind: widget
         widgetType: entity-list
@@ -1319,7 +1474,13 @@ profileEntityBentoTemplates:
         kind: widget
         widgetType: metrics-summary
         pos: { x: 8, y: 0, w: 4, h: 3 }
-        config: { profileSlug: project, property: progress, aggregation: average, title: Avg Project Progress }
+        config:
+          {
+            profileSlug: project,
+            property: progress,
+            aggregation: average,
+            title: Avg Project Progress,
+          }
       - id: goal-eb-b3
         kind: widget
         widgetType: entity-list

package/src/marketing.yaml

@@ -3,6 +3,7 @@
 
 meta:
   slug: marketing-campaign
+  domain: revenue
   name: Marketing Campaigns
   description: "Track leads, manage campaigns, and let AI help run your outreach. Contacts, pipeline, tasks, and AI briefings — all connected."
   icon: megaphone
@@ -57,7 +58,8 @@ profiles:
         label: Channel
         valueType: string
         inputType: select
-        enumValues: [email, social, event, content, partnership, paid, organic, other]
+        enumValues:
+          [email, social, event, content, partnership, paid, organic, other]
       - slug: campaign-goal
         label: Goal
         valueType: string
@@ -170,7 +172,18 @@ profiles:
         label: Source
         valueType: string
         inputType: select
-        enumValues: [organic, referral, social, email, event, paid, content, partnership, other]
+        enumValues:
+          [
+            organic,
+            referral,
+            social,
+            email,
+            event,
+            paid,
+            content,
+            partnership,
+            other,
+          ]
       - slug: lead-email
         label: Email
         valueType: string

package/src/meetings-knowledge.yaml

@@ -6,6 +6,7 @@
 
 meta:
   slug: meetings-knowledge
+  domain: knowledge
   name: Meetings & Knowledge
   description: Import and summarize meetings — transcripts become notes, action items become tasks, and attendees become tracked people.
   icon: video
@@ -25,26 +26,92 @@ workspace:
     meetings: provider
 
 profiles:
-  # ── Meeting (owned here) ─────────────────────────────────────────────────
+  # ── Reused pod-wide kinds ────────────────────────────────────────────────
+  # Declared minimally because the workspace-definition validator resolves view
+  # scopes and entityLink endpoints ONLY against the slugs declared here — a
+  # referenced-but-undeclared slug throws at install time, it does not fall
+  # through to the pod-wide kind. Kept light on purpose: these kinds are owned
+  # pod-wide (identity + full schema live there), this is just the local grant.
+  - 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:
+      # NOTE: the pod-wide `task` already ships `status` and `dueDate`, and the
+      # applier SKIPS properties that already exist — so these are not what makes
+      # the kanban work. They are restated only so the SLUG is declarable here
+      # (the validator resolves view scopes against this template's `profiles`).
+      # The enum mirrors the live pod-wide one exactly; diverging would be
+      # misleading since the declaration is skipped and the real lanes win.
+      - 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 note or summary captured from a meeting.
+    properties:
+      - slug: content
+        label: Content
+        valueType: string
+        inputType: textarea
+
+  # ── Event (reused pod-wide kind — the meeting's IDENTITY) ────────────────
+  # The pod already seeds `event`, and the live Google Calendar sync writes
+  # `entities.type = "event"`. A parallel `meeting` KIND would therefore sit
+  # empty beside a synced calendar AND mint a second entity for the same
+  # real-world meeting. Identity lives here; the meeting-ness is a role below.
+  - 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
+
+  # ── Meeting (a ROLE the event plays — NOT a second entity) ───────────────
+  # Kind-vs-Facets rule: a role an entity PLAYS is a facet attached to the real
+  # thing, never its own kind. Date/attendees/location come from the `event`;
+  # only these four are genuinely new. The import playbook ATTACHES this role to
+  # the already-synced event rather than creating a duplicate.
   - slug: meeting
     displayName: Meeting
     icon: video
     color: violet
-    description: A meeting — its date, attendees, and what came out of it.
+    scope: shared
+    profileKind: role
+    applicableKinds: [event]
+    description: The meeting hat an event wears — platform, transcript, and what came out of it.
     properties:
-      - slug: meetingDate
-        label: Date
-        valueType: date
-        inputType: date
       - slug: platform
         label: Platform
         valueType: string
         inputType: select
         enumValues: [zoom, google-meet, teams, in-person, other]
-      - slug: attendees
-        label: Attendees
-        valueType: array
-        inputType: text
       - slug: status
         label: Status
         valueType: string
@@ -67,13 +134,37 @@ views:
     scopeProfileSlug: meeting
     description: Every meeting, its platform, and whether it's been processed.
     config:
-      columns: [title, meetingDate, platform, status]
+      columns: [title, startDate, platform, status]
+  # The workspace's daily question: which meetings happened but haven't been
+  # imported+summarized yet. This is the one action the workspace exists to
+  # prompt, so it is the landing view — not the full table.
+  - 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
+  # Summaries the playbook writes land here — without a view they're invisible.
+  - 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.
+    # The date comes from the underlying `event` (startDate), not the meeting
+    # role. NOTE the `properties.` prefix is REQUIRED: the calendar resolves
+    # dateField with a dotted-path walker against the entity, so a bare
+    # `startDate` reads `entity.startDate` (undefined) and only renders at all
+    # by falling through the hardcoded dueDate→startDate→startTime chain.
+    config:
+      dateField: properties.startDate
+      colorBy: status
   - name: Action Items
     slug: meeting-action-items
     type: kanban
@@ -114,7 +205,12 @@ playbooks:
       profileSlug: meeting
     params:
       - { name: meeting, type: entity, label: Meeting, required: true }
-      - { name: outputTypes, type: text, label: Outputs, defaultValue: "a summary note, action-item tasks, and updated attendee records" }
+      - {
+          name: outputTypes,
+          type: text,
+          label: Outputs,
+          defaultValue: "a summary note, action-item tasks, and updated attendee records",
+        }
     executor: is-agent
     grants:
       - fireflies_import_last_meeting
@@ -152,20 +248,41 @@ onboarding:
         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.
+      - >
+        "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.
+      - >
+        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.
     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.
+      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.
   collect:
+    # Deliberately NOT a backfill. The import playbook fills date, summary,
+    # attendees and action items — asking the human to type them here would
+    # invert the product's whole loop (capture → AI structures it). The only
+    # thing the agent can't infer is which meetings deserve the pipe.
     - 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.
       cardinality: few
-      keyFields: [meetingDate, platform]
+      keyFields: [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?"
-  doneWhen: A few meetings captured with a date and platform, at least one with a summary.
+    - "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: >
+    Transcript source connected and one real meeting imported end-to-end —
+    summary note, at least one action item, and attendees resolved to people.
 
 app:
   kind: stored
@@ -174,7 +291,7 @@ app:
 layout:
   defaultView: Meetings
   defaultApp: null
-  pinnedApps: [dashboard, data]
+  pinnedApps: [dashboard, data, chat]
   sidebarItems:
     - kind: view
       viewName: Meetings
@@ -194,7 +311,10 @@ layout:
       icon: database
 
 bento:
-  viewName: Meetings
+  # Distinct from the "Meetings" table it embeds — the bento is created as its
+  # OWN view row, so reusing an embedded view's name puts two identically-named
+  # views in the switcher and makes layout.defaultView ambiguous.
+  viewName: Meetings Home
   blocks:
     - kind: view
       viewName: Meetings