json-object-editor 0.10.668 → 0.10.671

package/docs/protocol_report_template.js

@@ -0,0 +1,563 @@
+module.exports = function(data, options) {
+    const protocol = data.protocol || data.ITEM;
+    
+    if (!protocol) {
+      return '<div style="padding: 20px; color: #dc3545;">Error: No protocol data available</div>';
+    }
+  
+    // Helper functions
+    function getRef(refId) {
+      if (!refId) return null;
+      try {
+        return $J.get(refId);
+      } catch(e) {
+        console.error('Error getting reference:', refId, e);
+        return null;
+      }
+    }
+  
+    function extractText(rendering) {
+      if (!rendering) return '';
+      if (typeof rendering === 'string') {
+        return rendering.replace(/<[^>]*>/g, '').trim();
+      }
+      return String(rendering);
+    }
+
+    function preserveHtml(html) {
+      if (!html) return '';
+      if (typeof html === 'string') {
+        return html.trim();
+      }
+      return String(html);
+    }
+  
+    function escapeHtml(text) {
+      if (!text) return '';
+      return String(text)
+        .replace(/&/g, '&' + 'amp;')
+        .replace(/</g, '&' + 'lt;')
+        .replace(/>/g, '&' + 'gt;')
+        .replace(/"/g, '&' + 'quot;')
+        .replace(/'/g, '&' + '#039;');
+    }
+  
+    function formatDate(dateString) {
+      if (!dateString) return '';
+      try {
+        const date = new Date(dateString);
+        return date.toLocaleDateString('en-US', { 
+          year: 'numeric', 
+          month: 'long', 
+          day: 'numeric' 
+        });
+      } catch(e) {
+        return '';
+      }
+    }
+  
+    function splitList(text) {
+      if (!text) return [];
+      return text.split(/\n|•|·|-/).map(s => s.trim()).filter(Boolean);
+    }
+  
+    // Get client (handle both array and string formats)
+    let clientId = protocol.client;
+    if (Array.isArray(clientId)) {
+      clientId = clientId.length > 0 ? clientId[0] : null;
+    }
+    const client = clientId ? getRef(clientId) : null;
+  
+    // Build report data
+    const reportData = {
+      protocol_name: protocol.name || '',
+      protocol_headline: protocol.info || '',
+      name: client ? (client.name || '') : '',
+      email: client ? (client.email || '') : '',
+      phone_number: client ? (client.phone || '') : '',
+      generated_on: formatDate(protocol.joeUpdated || protocol.created),
+      protocol_conditions: [],
+      main_concerns: [],
+      top_outcomes: [],
+      client_symptoms: '',
+      urine_ph: protocol.urine_analysis_ph ? String(protocol.urine_analysis_ph) : '',
+      urine_status: protocol.urine_status || '',
+      blood_pressure_analysis_headline: protocol.blood_pressure_analysis_headline || '',
+      urine_analysis_headline: protocol.urine_analysis_headline || '',
+      condition_summaries: []
+    };
+  
+    // Client data
+    if (client) {
+      if (client.main_concerns) {
+        reportData.main_concerns = splitList(extractText(client.main_concerns));
+      }
+      if (client.top_outcomes) {
+        reportData.top_outcomes = splitList(extractText(client.top_outcomes));
+      }
+      if (client.client_symptoms) {
+        reportData.client_symptoms = extractText(client.client_symptoms);
+      }
+    }
+  
+    // Protocol conditions
+    if (protocol.conditions && Array.isArray(protocol.conditions)) {
+      reportData.protocol_conditions = protocol.conditions.map(function(condId) {
+        const cond = getRef(condId);
+        return cond ? cond.name : null;
+      }).filter(Boolean);
+    }
+  
+    // Build phases
+    const phases = [];
+    for (let i = 1; i <= 5; i++) {
+      const phaseHeadline = protocol[`phase_${i}_headline`] || '';
+      const phaseDesc = protocol[`phase_${i}_description`] ? preserveHtml(protocol[`phase_${i}_description`]) : '';
+      const phaseRecIds = protocol[`phase_${i}_recommendations`] || [];
+      const phaseOverrides = protocol[`phase_${i}_overrides`] || [];
+
+      // Handle both array and single value formats
+      const recIds = Array.isArray(phaseRecIds) ? phaseRecIds : (phaseRecIds ? [phaseRecIds] : []);
+
+      // Build override lookup map - match rec _id on recToOverride
+      const overrideMap = {};
+      if (Array.isArray(phaseOverrides)) {
+        phaseOverrides.forEach(function(override) {
+          const recIdField = `phase_${i}_recToOverride`;
+          const dosageField = `phase_${i}_dosage`;
+          const instructionsField = `phase_${i}_instructions`;
+          
+          const recId = override[recIdField];
+          if (recId) {
+            overrideMap[recId] = {
+              dosage: override[dosageField] || '',
+              instructions: override[instructionsField] || ''
+            };
+          }
+        });
+      }
+
+      const recommendations = recIds.map(function(recId) {
+        if (!recId || typeof recId !== 'string') return null;
+        try {
+          const rec = getRef(recId);
+          if (!rec || !rec.name) return null;
+          
+          const override = overrideMap[recId] || {};
+          
+          return {
+            _id: recId,
+            name: rec.name || '',
+            short_description: rec.info || '',
+            long_description: extractText(rec.description) || '',
+            dosage: override.dosage || rec.standard_dosage || '',
+            overrideInstructions: override.instructions || '',
+            domain: rec.recommendation_domain || 'product'
+          };
+        } catch(e) {
+          console.error('Error processing recommendation:', recId, e);
+          return null;
+        }
+      }).filter(Boolean);
+
+      // Always add phase if it has headline or description, even without recommendations
+      if (phaseHeadline || phaseDesc) {
+        phases.push({
+          headline: phaseHeadline,
+          description: phaseDesc,
+          recommendations: recommendations
+        });
+      }
+    }
+  
+    // Collect all unique recommendations from all phases
+    const allRecommendationsMap = new Map();
+    phases.forEach(function(phase) {
+      phase.recommendations.forEach(function(rec) {
+        if (rec._id && !allRecommendationsMap.has(rec._id)) {
+          allRecommendationsMap.set(rec._id, rec);
+        }
+      });
+    });
+
+    // Group recommendations by domain
+    const allRecommendations = Array.from(allRecommendationsMap.values());
+    const recommendationsByDomain = {
+      product: [],
+      dietary: [],
+      activity: []
+    };
+
+    allRecommendations.forEach(function(rec) {
+      const domain = rec.domain || 'product';
+      if (recommendationsByDomain[domain]) {
+        recommendationsByDomain[domain].push(rec);
+      } else {
+        recommendationsByDomain.product.push(rec); // Fallback
+      }
+    });
+
+    // Condition summaries
+    if (protocol.conditions && Array.isArray(protocol.conditions)) {
+      reportData.condition_summaries = protocol.conditions.map(function(condId) {
+        const cond = getRef(condId);
+        if (!cond) return null;
+        return {
+          name: cond.name || '',
+          description: extractText(cond.long_description || cond.description || '')
+        };
+      }).filter(Boolean);
+    }
+  
+    // HTML generation helpers
+    function renderPill(label, value) {
+      if (!value) return '';
+      return `<span class="pill"><small>${escapeHtml(label)}</small> ${escapeHtml(value)}</span>`;
+    }
+  
+    function renderPhaseRecommendationLink(rec) {
+      const recId = rec._id || rec.name.toLowerCase().replace(/\s+/g, '-');
+      const dosageHtml = rec.dosage ? `<div class="dose">${escapeHtml(rec.dosage)}</div>` : '';
+      const instructionsHtml = rec.overrideInstructions ? `<div style="font-size: 11px; color: #666; margin-top: 6px; font-style: italic; padding-left: 4px;">${escapeHtml(rec.overrideInstructions)}</div>` : '';
+      
+      return `
+        <div style="margin-bottom: 8px;">
+          <div style="display:flex; justify-content:space-between; gap:10px; align-items:flex-start;">
+            <div style="flex:1;">
+              <a href="#rec-${recId}" class="rec-link">${escapeHtml(rec.name)}</a>
+              ${instructionsHtml}
+            </div>
+            ${dosageHtml}
+          </div>
+        </div>
+      `;
+    }
+
+    function renderFullRecommendation(rec) {
+      const recId = rec._id || rec.name.toLowerCase().replace(/\s+/g, '-');
+      return `
+        <div class="rec" id="rec-${recId}">
+          <div class="rec-top">
+            <div>
+              <div class="rec-name">${escapeHtml(rec.name)}</div>
+              ${rec.short_description ? `<div class="muted" style="margin-top:6px">
+                ${escapeHtml(rec.short_description)}
+                <button class="toggle" type="button" data-toggle="more" aria-expanded="false">+</button>
+              </div>` : ''}
+            </div>
+            ${rec.dosage ? `<div class="dose">${escapeHtml(rec.dosage)}</div>` : ''}
+          </div>
+          <div class="more">
+            ${rec.long_description ? `<div class="muted">${escapeHtml(rec.long_description)}</div>` : ''}
+          </div>
+        </div>
+      `;
+    }
+
+    function renderPhase(phase, i) {
+      if (!phase.headline && !phase.description && phase.recommendations.length === 0) {
+        return '';
+      }
+      var pmap = ["Phase 1: Stabilization",
+      "Phase 2: Foundations",
+      "Phase 3: Repair",
+      "Phase 4: Optimization",
+      "Phase 5: Integration & Maintenance"];
+      
+      const phaseInstructions = protocol[`phase_${i + 1}_instructions`] || '';
+      const instructionsHtml = phaseInstructions ? preserveHtml(phaseInstructions) : '';
+      
+      return `
+        <div class="phase">
+          <div class="head">
+            <div class="phase-label">${pmap[i]} 
+              ${phase.headline ? `<div><small><i>${escapeHtml(phase.headline)}</i></small></div>` : ''}
+              </div>
+              ${phase.description ? `<div class="muted">${phase.description}</div>` : ''}
+          </div>
+          ${phase.recommendations.length > 0 || instructionsHtml ? `
+            <div class="recs" style="display:grid; grid-template-columns: 1fr 1fr; gap: 16px; padding:12px;">
+              <div>
+                <h4 style="margin:0 0 8px; font-size:13px; color:var(--plum);">Recommendations</h4>
+                <div style="display:flex; flex-direction:column; gap:6px;">
+                  ${phase.recommendations.map(rec => renderPhaseRecommendationLink(rec)).join('')}
+                </div>
+              </div>
+              ${instructionsHtml ? `
+              <div>
+                <h4 style="margin:0 0 8px; font-size:13px; color:var(--plum);">Instructions</h4>
+                <div class="muted">${instructionsHtml}</div>
+              </div>
+              ` : '<div></div>'}
+            </div>
+          ` : ''}
+        </div>
+      `;
+    }
+  
+    // Generate HTML
+    const html = `
+  <!doctype html>
+  <html lang="en">
+  <head>
+    <meta charset="utf-8" />
+    <meta name="viewport" content="width=device-width, initial-scale=1" />
+    <title>Harmonious Wellness — Protocol Report</title>
+    <style>
+      :root{
+        --plum:#3a1430;
+        --gold:#c6a44d;
+        --olive:#6c7b3b;
+        --ink:#0f172a;
+        --muted:#475569;
+        --bg:#0b0810;
+        --paper:#ffffff;
+        --soft:#f8fafc;
+        --line:#e5e7eb;
+        --max: 980px;
+        --radius: 16px;
+        --font: ui-sans-serif, system-ui, -apple-system, Segoe UI, Roboto, Helvetica, Arial;
+      }
+  
+      html,body{height:100%;}
+      body{margin:0; font-family:var(--font); background:var(--bg); color:var(--ink);}
+  
+      .topbar{position:sticky; top:0; z-index:10; background:rgba(11,8,16,.92); border-bottom:1px solid rgba(255,255,255,.10);}
+      .topbar .inner{max-width:var(--max); margin:0 auto; padding:10px 14px; display:flex; align-items:center; justify-content:space-between; gap:10px; flex-wrap:wrap;}
+      .brand{display:flex; align-items:center; gap:10px; color:#f1f5f9;}
+      .mark{width:28px; height:28px; border-radius:10px; background:linear-gradient(135deg,var(--olive),var(--gold)); box-shadow:0 0 0 3px rgba(198,164,77,.15);} 
+      .brand b{letter-spacing:.2px;}
+      .actions{display:flex; gap:8px; flex-wrap:wrap;}
+      button{border:1px solid rgba(255,255,255,.18); background:rgba(255,255,255,.06); color:#e2e8f0; padding:8px 10px; border-radius:999px; font-weight:700; cursor:pointer; transition:opacity 0.2s;}
+      button:hover{opacity:0.8;}
+      button.primary{border-color:rgba(198,164,77,.55); background:rgba(198,164,77,.18); color:#fff7e6;}
+  
+      .wrap{max-width:var(--max); margin:18px auto 52px; padding:0 14px;}
+      .paper{background:var(--paper); border-radius:22px; overflow:hidden; border:1px solid rgba(255,255,255,.06);}
+  
+      .hero{padding:18px; border-bottom:1px solid var(--line); background:linear-gradient(180deg,#fff,#fbfdff);} 
+      .hero h1{margin:0; font-size:22px; line-height:1.2;}
+      .hero .sub{margin-top:6px; color:var(--muted); font-weight:700;}
+      .meta{display:flex; gap:10px; flex-wrap:wrap; margin-top:12px;}
+      .pill{display:inline-flex; gap:8px; align-items:center; padding:6px 10px; border:1px solid var(--line); background:var(--soft); border-radius:999px; font-weight:800; font-size:13px;}
+      .pill small{color:var(--muted); font-weight:800;}
+  
+      .section{padding:16px 18px; border-bottom:1px solid var(--line);} 
+      .section:last-child{border-bottom:none;}
+      .section h2{margin:0 0 10px; font-size:16px;}
+      .grid{display:grid; gap:10px;}
+      .two{grid-template-columns: repeat(2, minmax(0,1fr));}
+      @media (max-width:780px){.two{grid-template-columns:1fr;}}
+  
+      .card{border:1px solid var(--line); border-radius:var(--radius); padding:12px; background:#fff;}
+      .card h3{margin:0 0 8px; font-size:13px; color:var(--plum);}
+      .muted{color:var(--muted);  line-height:1.55;}
+      ul{margin:0; padding-left:18px; color:var(--muted); font-weight:650;}
+      li{margin:6px 0;}
+      .phase-label{font-weight:bold;}
+      .phase{border:1px solid var(--line); border-radius:18px; overflow:hidden; margin-bottom:12px;}
+      .phase .head{padding:12px; background:linear-gradient(180deg,#fff,#f9fbff); border-bottom:1px solid var(--line);} 
+      .phase .head b{color:var(--plum);} 
+      .phase .head p{margin:6px 0 0;}
+      .phase .recs{padding:12px; display:grid; gap:10px;}
+  
+      .rec{border:1px solid var(--line); border-radius:14px; padding:10px;}
+      .rec-top{display:flex; justify-content:space-between; gap:10px; align-items:flex-start;}
+      .rec-name{font-weight:900;}
+      .rec-link{color:var(--plum); text-decoration:none; font-weight:600; padding:4px 0; display:block; transition:opacity 0.2s;}
+      .rec-link:hover{text-decoration:underline; opacity:0.8;}
+      .dose{font-size:12px; font-weight:900; color:var(--plum); background:rgba(58,20,48,.06); border:1px solid rgba(58,20,48,.12); padding:6px 10px; border-radius:999px; white-space:nowrap;}
+      .more{display:none; margin-top:8px; padding-top:8px; border-top:1px dashed rgba(15,23,42,.18);} 
+      .toggle{margin-left:8px; border:1px solid rgba(15,23,42,.18); background:#fff; color:var(--ink); padding:3px 8px; border-radius:999px; font-weight:900; font-size:12px; cursor:pointer; transition:background 0.2s;}
+      .toggle:hover{background:#f0f0f0;}
+  
+      body.pdf-mode .toggle{display:none;}
+      body.pdf-mode .more{display:block;}
+  
+      @media print{
+        body{background:#fff;}
+        .topbar{display:none;}
+        .wrap{max-width:100%; margin:0; padding:0;}
+        .paper{border-radius:0;}
+        .more{display:block !important;}
+        .toggle{display:none !important;}
+        .phase{break-inside:avoid; page-break-inside:avoid;}
+      }
+    </style>
+  </head>
+  <body>
+    <div class="topbar">
+      <div class="inner">
+        <div class="brand">
+          <div class="mark" aria-hidden="true"></div>
+          <div>
+            <b>Harmonious Wellness</b>
+            <div style="font-size:12px; color:#cbd5e1; font-weight:700;">Protocol Report</div>
+          </div>
+        </div>
+        <div class="actions">
+          <button id="pdfBtn" aria-pressed="false">📄 PDF Mode</button>
+          <button class="primary" onclick="window.print()">🖨️ Print / Save</button>
+        </div>
+      </div>
+    </div>
+  
+    <main class="wrap">
+      <article class="paper" id="report">
+        <section class="hero">
+          <h1>${escapeHtml(reportData.protocol_name)}</h1>
+          ${reportData.protocol_headline ? `<div class="sub">${escapeHtml(reportData.protocol_headline)}</div>` : ''}
+          <div class="meta">
+            ${reportData.name ? renderPill('Client', reportData.name) : ''}
+            ${reportData.generated_on ? renderPill('Generated', reportData.generated_on) : ''}
+            ${reportData.email ? renderPill('Email', reportData.email) : ''}
+            ${reportData.phone_number ? renderPill('Phone', reportData.phone_number) : ''}
+          </div>
+        </section>
+  
+        <section class="section">
+          <h2>Intentions and Goals</h2>
+          <div class="grid two">
+            <div class="card">
+              <h3>Conditions of focus</h3>
+              <div class="muted">${reportData.protocol_conditions.length > 0 ? escapeHtml(reportData.protocol_conditions.join(', ')) : 'None specified'}</div>
+            </div>
+            <div class="card">
+              <h3>Main Glands, Organs, or Systems Involved</h3>
+              <div class="muted">${reportData.client_symptoms || 'Not specified'}</div>
+            </div>
+          </div>
+  
+          <div class="grid two" style="margin-top:10px">
+            <div class="card">
+              <h3>Top Client Concerns</h3>
+              ${reportData.main_concerns.length > 0 ? `<ul>${reportData.main_concerns.map(c => `<li>${escapeHtml(c)}</li>`).join('')}</ul>` : '<div class="muted">Not specified</div>'}
+            </div>
+            <div class="card">
+              <h3>Other Key Notes from Consult</h3>
+              ${reportData.top_outcomes.length > 0 ? `<ul>${reportData.top_outcomes.map(o => `<li>${escapeHtml(o)}</li>`).join('')}</ul>` : '<div class="muted">Not specified</div>'}
+            </div>
+          </div>
+  
+          <div class="grid two" style="margin-top:10px">
+            <div class="card">
+              <h3>Kidney Filtration</h3>
+              <div class="muted">Urine pH: ${reportData.urine_ph || 'N/A'}</div>
+              <div class="muted">Status: ${reportData.urine_status || 'N/A'}</div>
+            </div>
+            <div class="card">
+              <h3>Analysis</h3>
+              ${reportData.blood_pressure_analysis_headline ? `<div class="muted">${escapeHtml(reportData.blood_pressure_analysis_headline)}</div>` : ''}
+              ${reportData.urine_analysis_headline ? `<div class="muted" style="margin-top:8px">${escapeHtml(reportData.urine_analysis_headline)}</div>` : ''}
+            </div>
+          </div>
+        </section>
+  <section class="section">
+  
+      <h2>Protocol Overview</h2>
+      <div class="card">
+          <h2>${protocol.info}</h2>
+          ${protocol.description}
+      
+      
+      </div>
+  </section>
+        ${phases.length > 0 ? `
+        <section class="section">
+          <h2>Protocol Phases & Recommendations</h2>
+          ${phases.map((phase, i) => renderPhase(phase, i)).join('')}
+        </section>
+        ` : ''}
+
+        ${allRecommendations.length > 0 ? `
+        <section class="section" id="recommendations">
+          <h2>Recommendations</h2>
+          ${Object.keys(recommendationsByDomain).map(function(domain) {
+            const recs = recommendationsByDomain[domain];
+            if (recs.length === 0) return '';
+            const domainLabel = domain.charAt(0).toUpperCase() + domain.slice(1);
+            return `
+              <div style="margin-bottom:20px">
+                <h3 style="margin:0 0 12px; font-size:14px; color:var(--plum); text-transform:capitalize;">${domainLabel}</h3>
+                <div style="display:grid; gap:10px;">
+                  ${recs.map(renderFullRecommendation).join('')}
+                </div>
+              </div>
+            `;
+          }).filter(Boolean).join('')}
+        </section>
+        ` : ''}
+  
+        <section class="section">
+          <h2>Education & Resources</h2>
+          ${reportData.condition_summaries.length > 0 ? `
+          <div class="card">
+            <h3>Key Conditions We're Supporting</h3>
+            ${reportData.condition_summaries.map(c => `
+              <div style="margin-top:10px">
+                <div style="font-weight:900; color:var(--plum)">${escapeHtml(c.name)}</div>
+                ${c.description ? `<div class="muted">${escapeHtml(c.description)}</div>` : ''}
+              </div>
+            `).join('')}
+          </div>
+          ` : ''}
+          <div class="card" style="margin-top:10px">
+            <h3>Products Referenced in Protocol</h3>
+            <div class="muted">List and links for products referenced in this protocol will be emailed separately.</div>
+          </div>
+        </section>
+  
+        <section class="section">
+          <h2>Closing Note</h2>
+          <div class="muted">
+            ${reportData.name ? escapeHtml(reportData.name.split(' ')[0]) : 'Client'}, This is a ton of information and oftentimes it takes some digestion and processing. If you would like to book a follow up appointment or just hop on the phone to discuss any of this please let me know. I am here to support you! I also make tailor made tinctures and teas so feel free to let me know if that is of interest. Deep blessings on the next step in your health journey! I am available by email or text if you have questions along the way. Please never hesitate to reach out! I would love to at least connect back in 3 months to hear how things are going and recommend adjustments/modifications as needed. You can book your follow-up appointment online here. Select either a Short Follow up or Long Follow up. There is a small fee for these follow ups. However, accessibility is a value of mine and I will never turn anyone away for lack of funds. Please let me know and I will share my sliding scale range. Thank you ${reportData.name ? escapeHtml(reportData.name) : 'you'} for trusting and allowing me to support you. The work works. Keep the faith. Live inspired. Blessings on your wellness journey and enhanced vitality! ~ Kelly Shay
+          </div>
+        </section>
+      </article>
+    </main>
+  
+    <script>
+      (function() {
+        // PDF Mode toggle
+        const pdfBtn = document.getElementById('pdfBtn');
+        if (pdfBtn) {
+          pdfBtn.addEventListener('click', function() {
+            const enabled = !document.body.classList.contains('pdf-mode');
+            document.body.classList.toggle('pdf-mode', enabled);
+            pdfBtn.setAttribute('aria-pressed', String(enabled));
+          });
+        }
+  
+        // Expand/collapse recommendations (only in recommendations section)
+        document.addEventListener('click', function(e) {
+          const toggle = e.target.closest('[data-toggle="more"]');
+          if (!toggle || document.body.classList.contains('pdf-mode')) return;
+          
+          const rec = toggle.closest('.rec');
+          if (!rec) return;
+          
+          // Only expand if in recommendations section
+          if (!rec.closest('#recommendations')) return;
+          
+          const more = rec.querySelector('.more');
+          if (!more) return;
+          
+          const expanded = toggle.getAttribute('aria-expanded') === 'true';
+          toggle.setAttribute('aria-expanded', String(!expanded));
+          toggle.textContent = expanded ? '+' : '−';
+          more.style.display = expanded ? 'none' : 'block';
+        });
+      })();
+    </script>
+  </body>
+  </html>
+    `;
+  
+    // Use renderHTMLFramework if available, otherwise return raw HTML
+    if (options && options.renderHTMLFramework) {
+      return options.renderHTMLFramework(data.REPORT, protocol, html);
+    }
+    
+    return html;
+  };
+  

package/docs/schema_summary_guidelines.md

@@ -15,8 +15,8 @@ These summaries are served by MCP hydrate and by GET `/API/schema/:name?summaryO
 - searchableFields: Array of string field names that are good for text queries
 - allowedSorts: Whitelist of sortable fields agents should use
 - relationships:
-  - outbound: Array of { field, targetSchema, cardinality } where cardinality is 'one' | 'many'
-  - inbound: { graphRef: 'server/relationships.graph.json' } (do not hand‑maintain inbound; it’s computed from the graph later)
+  - outbound: Array of { field, targetSchema, cardinality } where cardinality is 'one' | 'many' (auto-generated from fields; see Relationships section below)
+  - inbound: { graphRef: 'server/relationships.graph.json' } (do not hand‑maintain inbound; it's computed from the graph later)
 - joeManagedFields: ["created","joeUpdated"] (always include)
 - fields: Array of normalized field descriptors:
   - Required: name, type
@@ -26,6 +26,36 @@ Notes
 - display/comment/tooltip are enriched automatically at runtime from the schema’s field definitions; include them in the summary when they clarify usage.
 - For select fields, add enumValues when known (e.g., role, priority, content_type).
 
+## Relationships (outbound)
+
+**Auto-generation**: The `relationships.outbound` array is automatically generated from fields in your schema definition that have `isReference: true` and a `targetSchema` value. Cardinality is determined automatically:
+- `isArray: true` or `type: 'objectList'` → `cardinality: 'many'`
+- Single reference field → `cardinality: 'one'`
+
+**How it works**: In your schema file, mark reference fields like this:
+```javascript
+fields: [
+  { name: 'project', type: 'string', isReference: true, targetSchema: 'project' },
+  { name: 'members', type: 'string', isArray: true, isReference: true, targetSchema: 'user' }
+]
+```
+The system will automatically generate:
+```javascript
+relationships: {
+  outbound: [
+    { field: 'project', targetSchema: 'project', cardinality: 'one' },
+    { field: 'members', targetSchema: 'user', cardinality: 'many' }
+  ]
+}
+```
+
+**Manual override**: You can manually specify `relationships.outbound` in the `summary` block if you need to:
+- Add relationships not detected by field analysis (e.g., implicit relationships)
+- Correct incorrectly inferred relationships
+- Provide clearer field names or target schemas
+
+**Best practice**: Let automatic generation handle most cases. Ensure your schema fields are properly marked with `isReference: true` and `targetSchema`, and relationships will be generated automatically. Only manually specify if you need to override or add relationships not captured by field definitions.
+
 ## Cardinality guidance
 
 - A single reference (select/goto a single item) → 'one'
@@ -79,6 +109,7 @@ Rules:
 - Prefer concise, high‑signal text for description and purpose.
 - Do NOT populate inbound manually; leave graphRef as is.
 - Include enumValues for selects where known; omit when unknown.
+- For relationships.outbound: Only specify manually if you need to override automatic detection. Otherwise, ensure your schema fields have `isReference: true` and `targetSchema` set, and relationships will be auto-generated.
 ```
 
 ## Example (task)
@@ -119,10 +150,18 @@ summary: {
 ## How to validate quickly
 
 - Open: `/API/schema/<name>?summaryOnly=true`
-- Check: description/purpose read well; labelField exists in fields; allowedSorts are valid; outbound list references real schemas; no inbound entries besides graphRef; joeManagedFields present.
+- Check: 
+  - description/purpose read well
+  - labelField exists in fields
+  - allowedSorts are valid
+  - **relationships.outbound entries match fields with `isReference: true`** (or are intentional overrides)
+  - outbound list references real schemas
+  - no inbound entries besides graphRef
+  - joeManagedFields present
 
 ## Notes for maintainers
 
 - Runtime will enrich fields with display/comment/tooltip from the schema when available.
 - Inbound relationships are not hand‑maintained; a graph builder will populate the shared graph later.
 - For core vs instance: `source` is inferred automatically but can be overridden inside `summary` if needed.
+- **Relationships are auto-generated**: Ensure your schema fields are marked with `isReference: true` and `targetSchema` in the schema definition (not just in the summary). The system will automatically build `relationships.outbound` from these fields. Only manually specify `relationships.outbound` in the summary if you need to override or add relationships not captured by field definitions.