@synap-core/workspace-templates 0.7.4 → 0.8.0

package/src/templates.ts

@@ -9601,6 +9601,13 @@ const DATA = {
         "description": "An organisation being qualified or sold to.",
         "scope": "WORKSPACE",
         "properties": [
+          {
+            "slug": "contextSummary",
+            "label": "Context",
+            "valueType": "string",
+            "inputType": "textarea",
+            "placeholder": "The AI-maintained one-paragraph summary of who this client is and where they stand."
+          },
           {
             "slug": "website",
             "label": "Website",
@@ -22070,6 +22077,694 @@ const DATA = {
       ]
     }
   },
+  "networking": {
+    "meta": {
+      "slug": "networking",
+      "domain": "revenue",
+      "name": "Networking",
+      "description": "The BD-middleman layer over your CRM — capture client needs, keep a roster of solution providers, and broker the intros that connect demand to supply.",
+      "icon": "waypoints",
+      "color": "#6366F1",
+      "tags": [
+        "networking",
+        "business-development",
+        "matchmaking",
+        "intros",
+        "middleman"
+      ],
+      "isPublic": true
+    },
+    "dependencies": [
+      {
+        "slug": "crm",
+        "kind": "workspace",
+        "relation": "compose",
+        "reason": "Adds a needs → intros brokerage workflow onto your CRM workspace."
+      },
+      {
+        "slug": "foundation",
+        "kind": "workspace",
+        "relation": "require",
+        "reason": "Provides the pod-wide client/partner role vocabulary the CRM base reuses."
+      }
+    ],
+    "workspace": {
+      "name": "Networking",
+      "description": "A brokerage workspace layered on your CRM — client needs, a provider roster, and the intros that connect them.",
+      "proposalId": "networking-v1",
+      "subtype": "crm"
+    },
+    "profiles": [
+      {
+        "slug": "need",
+        "displayName": "Need",
+        "icon": "target",
+        "color": "amber",
+        "description": "A client's stated ask — the demand The Arch brokers a provider against.",
+        "scope": "WORKSPACE",
+        "properties": [
+          {
+            "slug": "needStatus",
+            "label": "Status",
+            "valueType": "string",
+            "inputType": "select",
+            "enumValues": [
+              "open",
+              "matching",
+              "intro-made",
+              "satisfied",
+              "dropped"
+            ],
+            "constraints": {
+              "defaultValue": "open"
+            }
+          },
+          {
+            "slug": "domain",
+            "label": "Domain",
+            "valueType": "string",
+            "inputType": "text",
+            "placeholder": "The area of the ask — e.g. market-making, audit, design."
+          },
+          {
+            "slug": "urgency",
+            "label": "Urgency",
+            "valueType": "string",
+            "inputType": "text"
+          },
+          {
+            "slug": "budgetRange",
+            "label": "Budget Range",
+            "valueType": "string",
+            "inputType": "text"
+          },
+          {
+            "slug": "requesterCompanyId",
+            "label": "Requester",
+            "valueType": "entity_id",
+            "inputType": "entity_select",
+            "targetProfileSlug": "company"
+          },
+          {
+            "slug": "confidentiality",
+            "label": "Confidentiality",
+            "valueType": "string",
+            "inputType": "select",
+            "enumValues": [
+              "shareable",
+              "confidential"
+            ],
+            "constraints": {
+              "defaultValue": "confidential"
+            }
+          },
+          {
+            "slug": "evidenceQuote",
+            "label": "Evidence Quote",
+            "valueType": "string",
+            "inputType": "textarea",
+            "placeholder": "The client's own words that captured this need."
+          },
+          {
+            "slug": "sourceMessageId",
+            "label": "Source Message ID",
+            "valueType": "string",
+            "inputType": "text"
+          },
+          {
+            "slug": "notes",
+            "label": "Notes",
+            "valueType": "string",
+            "inputType": "textarea"
+          }
+        ]
+      },
+      {
+        "slug": "intro",
+        "displayName": "Intro",
+        "icon": "waypoints",
+        "color": "violet",
+        "description": "The middleman brokerage artifact — connects a requester to a provider for a need, and bills the match as a deal.",
+        "scope": "WORKSPACE",
+        "properties": [
+          {
+            "slug": "introStage",
+            "label": "Stage",
+            "valueType": "string",
+            "inputType": "select",
+            "enumValues": [
+              "identified",
+              "proposed",
+              "approved",
+              "introduced",
+              "in-discussion",
+              "signed",
+              "dead"
+            ],
+            "constraints": {
+              "defaultValue": "identified"
+            }
+          },
+          {
+            "slug": "requesterCompanyId",
+            "label": "Requester",
+            "valueType": "entity_id",
+            "inputType": "entity_select",
+            "targetProfileSlug": "company"
+          },
+          {
+            "slug": "providerCompanyId",
+            "label": "Provider",
+            "valueType": "entity_id",
+            "inputType": "entity_select",
+            "targetProfileSlug": "company"
+          },
+          {
+            "slug": "needId",
+            "label": "Need",
+            "valueType": "entity_id",
+            "inputType": "entity_select",
+            "targetProfileSlug": "need"
+          },
+          {
+            "slug": "synapFeeModel",
+            "label": "Synap fee model",
+            "valueType": "string",
+            "inputType": "select",
+            "enumValues": [
+              "fixed",
+              "success_fee"
+            ]
+          },
+          {
+            "slug": "synapSuccessFeeRate",
+            "label": "Synap success fee rate",
+            "valueType": "number",
+            "inputType": "number"
+          },
+          {
+            "slug": "synapFixedFee",
+            "label": "Synap fixed fee",
+            "valueType": "number",
+            "inputType": "number"
+          },
+          {
+            "slug": "expectedClientGain",
+            "label": "Expected client gain",
+            "valueType": "number",
+            "inputType": "number"
+          },
+          {
+            "slug": "synapFeeAmount",
+            "label": "Synap fee amount",
+            "valueType": "number",
+            "inputType": "number"
+          },
+          {
+            "slug": "sourcedByUserId",
+            "label": "Sourced by user ID",
+            "valueType": "string",
+            "inputType": "text"
+          },
+          {
+            "slug": "commissionStatus",
+            "label": "Commission status",
+            "valueType": "string",
+            "inputType": "select",
+            "enumValues": [
+              "estimated",
+              "earned",
+              "paid",
+              "requires_review",
+              "void"
+            ]
+          },
+          {
+            "slug": "introducedAt",
+            "label": "Introduced at",
+            "valueType": "date",
+            "inputType": "date"
+          },
+          {
+            "slug": "outcome",
+            "label": "Outcome",
+            "valueType": "string",
+            "inputType": "textarea"
+          },
+          {
+            "slug": "deadReason",
+            "label": "Dead reason",
+            "valueType": "string",
+            "inputType": "textarea"
+          }
+        ]
+      },
+      {
+        "slug": "solution-provider",
+        "displayName": "Solution Provider",
+        "icon": "handshake",
+        "color": "teal",
+        "description": "A company or person that provides a capability The Arch can broker a client need against.",
+        "scope": "shared",
+        "profileKind": "role",
+        "applicableKinds": [
+          "company",
+          "person"
+        ],
+        "properties": [
+          {
+            "slug": "status",
+            "label": "Status",
+            "valueType": "string",
+            "inputType": "select",
+            "enumValues": [
+              "prospect",
+              "active",
+              "paused",
+              "churned"
+            ]
+          },
+          {
+            "slug": "domains",
+            "label": "Domains",
+            "valueType": "array",
+            "inputType": "text",
+            "placeholder": "The capability areas this provider covers."
+          },
+          {
+            "slug": "capacity",
+            "label": "Capacity",
+            "valueType": "string",
+            "inputType": "text"
+          },
+          {
+            "slug": "pricingNotes",
+            "label": "Pricing Notes",
+            "valueType": "string",
+            "inputType": "textarea"
+          },
+          {
+            "slug": "geography",
+            "label": "Geography",
+            "valueType": "string",
+            "inputType": "text"
+          },
+          {
+            "slug": "notes",
+            "label": "Notes",
+            "valueType": "string",
+            "inputType": "textarea"
+          }
+        ]
+      }
+    ],
+    "entityLinks": [
+      {
+        "sourceProfileSlug": "need",
+        "targetProfileSlug": "company",
+        "type": "needed_by",
+        "label": "Needed by"
+      },
+      {
+        "sourceProfileSlug": "intro",
+        "targetProfileSlug": "need",
+        "type": "resolves",
+        "label": "Resolves"
+      },
+      {
+        "sourceProfileSlug": "intro",
+        "targetProfileSlug": "company",
+        "type": "introduced_requester",
+        "label": "Requester"
+      },
+      {
+        "sourceProfileSlug": "intro",
+        "targetProfileSlug": "company",
+        "type": "introduced_provider",
+        "label": "Provider"
+      },
+      {
+        "sourceProfileSlug": "intro",
+        "targetProfileSlug": "deal",
+        "type": "billed_as",
+        "label": "Billed as"
+      }
+    ],
+    "views": [
+      {
+        "name": "Needs",
+        "slug": "needs",
+        "type": "kanban",
+        "scopeProfileSlug": "need",
+        "description": "Client needs on a board by status — open demand waiting for a match.",
+        "config": {
+          "groupByField": "needStatus"
+        }
+      },
+      {
+        "name": "Intros",
+        "slug": "intros",
+        "type": "kanban",
+        "scopeProfileSlug": "intro",
+        "description": "Brokered intros on a board by stage — from identified match to signed.",
+        "config": {
+          "groupByField": "introStage"
+        }
+      },
+      {
+        "name": "Providers",
+        "slug": "providers",
+        "type": "table",
+        "scopeProfileSlug": "solution-provider",
+        "description": "The solution-provider roster — companies wearing the provider role, by status.",
+        "config": {
+          "columns": [
+            "title",
+            "status",
+            "domains",
+            "geography",
+            "capacity"
+          ]
+        }
+      }
+    ],
+    "automations": [
+      {
+        "key": "networking-intro-matcher",
+        "name": "Intro Matcher",
+        "description": "Once a day, match each shareable open client need against the solution-provider roster, propose an intro for the best fit, and post a match brief to The Arch's internal team channel — never to a client's own channel.",
+        "triggerType": "cron",
+        "triggerConfig": {
+          "expression": "0 9 * * *"
+        },
+        "status": "active",
+        "metadata": {
+          "templateKey": "networking-intro-matcher"
+        },
+        "flow": {
+          "nodes": [
+            {
+              "id": "trigger",
+              "type": "trigger",
+              "position": {
+                "x": 0,
+                "y": 0
+              },
+              "data": {
+                "label": "Daily at 09:00",
+                "triggerType": "cron",
+                "config": {
+                  "expression": "0 9 * * *"
+                }
+              }
+            },
+            {
+              "id": "list-needs",
+              "type": "capability",
+              "position": {
+                "x": 0,
+                "y": 120
+              },
+              "data": {
+                "label": "List shareable open needs (FIREWALL filter)",
+                "verbId": "entity.query",
+                "inputMapping": {
+                  "profileSlug": "need",
+                  "filter": {
+                    "needStatus": "open",
+                    "confidentiality": "shareable"
+                  },
+                  "limit": "100"
+                }
+              }
+            },
+            {
+              "id": "list-providers",
+              "type": "capability",
+              "position": {
+                "x": 0,
+                "y": 240
+              },
+              "data": {
+                "label": "List the solution-provider roster",
+                "verbId": "entity.query",
+                "inputMapping": {
+                  "profileSlug": "solution-provider",
+                  "limit": "100"
+                }
+              }
+            },
+            {
+              "id": "needs-loop",
+              "type": "loop",
+              "position": {
+                "x": 0,
+                "y": 360
+              },
+              "data": {
+                "label": "For each shareable open need",
+                "iteratorExpression": "steps.list-needs.output.entities",
+                "itemVariable": "need"
+              }
+            },
+            {
+              "id": "match",
+              "type": "capability",
+              "position": {
+                "x": 0,
+                "y": 480
+              },
+              "data": {
+                "label": "Match this need to the roster → JSON",
+                "verbId": "ai.generate",
+                "inputMapping": {
+                  "json": "true",
+                  "maxTokens": "800",
+                  "system": "You are The Arch's business-development matchmaker. You connect a CLIENT'S NEED to the single best SOLUTION PROVIDER from a roster.\nFIREWALL (never break): your output is a brief for The Arch's INTERNAL team channel ONLY. NEVER draft anything to be sent into a client's own channel, and NEVER reveal one client's need to another client. Do not name the requesting client in any text intended for the provider.",
+                  "prompt": "The client need: title: {{loop.item.title}} domain: {{loop.item.properties.domain}} urgency: {{loop.item.properties.urgency}} budget: {{loop.item.properties.budgetRange}} detail: {{loop.item.properties.notes}}\nThe solution-provider roster (JSON — each has an id, title, and properties incl. domains/geography/capacity): {{steps.list-providers.output.entities}}\nPick the SINGLE best provider for this need, or none if nothing fits well. Respond with STRICT JSON and NOTHING else: {\n  \"hasMatch\": \"true\" or \"false\" (a STRING),\n  \"providerEntityId\": \"<the matched provider's entity id, or empty string>\",\n  \"providerName\": \"<the matched provider's name, or empty string>\",\n  \"rationale\": \"<one or two sentences on why this provider fits, for the internal team>\",\n  \"brief\": \"<a short internal match brief for the team, markdown>\"\n} Set hasMatch to \"false\" when no provider is a genuine fit."
+                }
+              }
+            },
+            {
+              "id": "match-gate",
+              "type": "condition",
+              "position": {
+                "x": 0,
+                "y": 600
+              },
+              "data": {
+                "label": "Only continue when there is a real match",
+                "expression": "steps.match.output.hasMatch === true"
+              }
+            },
+            {
+              "id": "create-intro",
+              "type": "output",
+              "position": {
+                "x": 0,
+                "y": 720
+              },
+              "data": {
+                "label": "Propose the intro",
+                "outputType": "entity_create",
+                "config": {
+                  "profileSlug": "intro",
+                  "title": "Intro — {{loop.item.title}} → {{steps.match.output.providerName}}",
+                  "properties": {
+                    "introStage": "identified",
+                    "needId": "{{loop.item.id}}",
+                    "requesterCompanyId": "{{loop.item.properties.requesterCompanyId}}",
+                    "providerCompanyId": "{{steps.match.output.providerEntityId}}"
+                  }
+                }
+              }
+            },
+            {
+              "id": "resolve-team",
+              "type": "capability",
+              "position": {
+                "x": 0,
+                "y": 840
+              },
+              "data": {
+                "label": "Resolve The Arch's internal team channel for the requester (FIREWALL)",
+                "_note": "Resolves from the REQUESTER COMPANY, not the intro entity. channel.resolve is a read-only FIND — it never creates. A just-proposed `intro` has no channel bound to it, so resolving from {{steps.create-intro.output.entityId}} returned channelId: null and the brief silently never posted. The requester company is a stable entity that already owns a `team`-purpose channel (bound at onboarding), so we resolve from it instead. Firewall-safe: this is The Arch's INTERNAL team thread for client A (the need's owner), NOT client B's (the provider's) channel and NOT any client-comms channel.",
+                "verbId": "channel.resolve",
+                "inputMapping": {
+                  "contextObjectType": "entity",
+                  "contextObjectId": "{{loop.item.properties.requesterCompanyId}}",
+                  "branchPurpose": "team"
+                }
+              }
+            },
+            {
+              "id": "post-brief",
+              "type": "output",
+              "position": {
+                "x": 0,
+                "y": 960
+              },
+              "data": {
+                "label": "Post the match brief to the INTERNAL team channel (FIREWALL)",
+                "outputType": "channel_message",
+                "config": {
+                  "channelId": "{{steps.resolve-team.output.channelId}}",
+                  "content": "**Match found — {{loop.item.title}} → {{steps.match.output.providerName}}**\n{{steps.match.output.rationale}}\n{{steps.match.output.brief}}",
+                  "metadata": {
+                    "automationMessage": true,
+                    "kind": "intro-match"
+                  }
+                }
+              }
+            }
+          ],
+          "edges": [
+            {
+              "id": "e-trigger-needs",
+              "source": "trigger",
+              "target": "list-needs"
+            },
+            {
+              "id": "e-needs-providers",
+              "source": "list-needs",
+              "target": "list-providers"
+            },
+            {
+              "id": "e-providers-loop",
+              "source": "list-providers",
+              "target": "needs-loop"
+            },
+            {
+              "id": "e-loop-match",
+              "source": "needs-loop",
+              "target": "match"
+            },
+            {
+              "id": "e-match-gate",
+              "source": "match",
+              "target": "match-gate"
+            },
+            {
+              "id": "e-gate-intro",
+              "source": "match-gate",
+              "target": "create-intro"
+            },
+            {
+              "id": "e-intro-resolve",
+              "source": "create-intro",
+              "target": "resolve-team"
+            },
+            {
+              "id": "e-resolve-post",
+              "source": "resolve-team",
+              "target": "post-brief"
+            }
+          ]
+        }
+      }
+    ],
+    "app": {
+      "kind": "stored",
+      "cellKey": "entity-detail"
+    },
+    "layout": {
+      "defaultView": "Needs",
+      "defaultApp": null,
+      "pinnedApps": [
+        "dashboard",
+        "data"
+      ],
+      "sidebarItems": [
+        {
+          "kind": "view",
+          "viewName": "Needs",
+          "label": "Needs",
+          "icon": "target"
+        },
+        {
+          "kind": "view",
+          "viewName": "Intros",
+          "label": "Intros",
+          "icon": "waypoints"
+        },
+        {
+          "kind": "view",
+          "viewName": "Providers",
+          "label": "Providers",
+          "icon": "handshake"
+        }
+      ]
+    },
+    "bento": {
+      "viewName": "Needs",
+      "blocks": [
+        {
+          "kind": "view",
+          "viewName": "Needs",
+          "pos": {
+            "x": 0,
+            "y": 0,
+            "w": 6,
+            "h": 5
+          }
+        },
+        {
+          "kind": "view",
+          "viewName": "Intros",
+          "pos": {
+            "x": 6,
+            "y": 0,
+            "w": 6,
+            "h": 5
+          }
+        }
+      ]
+    },
+    "onboarding": {
+      "goal": "Capture the two sides of the brokerage — the live client NEEDS and the SOLUTION-PROVIDER roster — so the matcher has real demand and real supply to connect, and every intro traces back to a stated need and a named provider.\n",
+      "framing": "THE BD MIDDLEMAN: Act as a sharp business-development broker who lives\nbetween clients. One client has a need; another has the capability to meet\nit; your value is the introduction and the fee on the match. Push for the\nconcrete: whose need is this, how confidential is it, and which real provider\ncan serve it. Tag the provider role onto the REAL company you already know —\nnever a second entity for the same firm.\n",
+      "expertise": {
+        "starters": [
+          "A need has an owner and a confidentiality. Default every need to confidential — it only enters the match roster once a human marks it shareable. Capture whose need it is (the requester company) and, where you can, the client's own words as the evidence quote.\n",
+          "The provider is a HAT, not a new entity. Attach the solution-provider role to the real company/person you already track (match on domain / name first) — a market of providers is a graph of roles on known companies, not a parallel directory.\n"
+        ],
+        "blindSpots": [
+          "A need with no provider and no status is a wish, not a pipeline. Force the status (open / matching / intro-made) and, once a match exists, broker the intro rather than letting the need sit open.\n",
+          "The firewall is the product. Never let one client's confidential need leak to another client. If a need is sensitive, keep it confidential — an intro is proposed to the internal team first, never straight to a client's channel.\n"
+        ],
+        "bar": "A workspace with real client needs (each with a requester and a confidentiality), a roster of solution providers tagged onto real companies, and the first intros brokered between them — so a glance shows what demand is open and which providers can serve it.\n"
+      },
+      "collect": [
+        {
+          "profileSlug": "need",
+          "what": "The live client needs you could broker a provider against.",
+          "cardinality": "several",
+          "keyFields": [
+            "needStatus",
+            "domain",
+            "requesterCompanyId",
+            "confidentiality"
+          ]
+        },
+        {
+          "profileSlug": "solution-provider",
+          "what": "The solution providers you can connect clients to, tagged onto the real company.",
+          "cardinality": "several",
+          "keyFields": [
+            "status",
+            "domains",
+            "geography"
+          ]
+        }
+      ],
+      "openingQuestions": [
+        "Which client needs are open right now, and whose needs are they?",
+        "Which of those needs are shareable, and which must stay confidential?",
+        "Which solution providers can you connect clients to, and what do they cover?"
+      ],
+      "doneWhen": "A few client needs captured with a requester and a confidentiality, a handful of solution providers tagged onto real companies, and at least one intro brokered between them."
+    }
+  },
   "operations": {
     "meta": {
       "slug": "operations",
@@ -26969,6 +27664,9 @@ const DATA = {
     "integrations": [
       {
         "templateKey": "client-comms-report"
+      },
+      {
+        "templateKey": "arch-backend"
       }
     ],
     "onboarding": {