spine-framework-portal 0.1.1 → 0.1.4

package/README.md

@@ -0,0 +1,26 @@
+# spine-framework-portal
+
+Customer self-service portal app for Spine Framework.
+
+## Installation
+
+```bash
+npm install spine-framework-portal
+```
+
+## Usage
+
+```bash
+npx spine-framework install-app customer-portal
+```
+
+## Features
+
+- Community discussion and Q&A
+- Course and lesson content delivery
+- Support ticket submission and tracking
+- Knowledge base article access
+
+## License
+
+MIT

package/functions/custom_portal-community-escalation.ts

@@ -0,0 +1,202 @@
+// Portal Community Escalation Handler
+// Converts unanswered community posts to support tickets.
+// Standalone: no dependency on cortex functions.
+// Triggered by cron — see portal seed/triggers.json.
+
+import { createHandler } from './_shared/middleware'
+import { adminDb } from './_shared/db'
+
+interface CommunityPost {
+  id: string
+  title: string
+  description?: string
+  account_id: string
+  person_id: string
+  created_at: string
+  data?: {
+    category?: string
+    tags?: string[]
+    status?: string
+    escalation?: {
+      escalated_to_ticket_id?: string
+    }
+  }
+}
+
+async function escalatePostToTicket(post: CommunityPost): Promise<string | null> {
+  try {
+    const { data: existingTicket } = await adminDb
+      .from('items')
+      .select('id')
+      .eq('type_slug', 'support_ticket')
+      .eq('data->>source_post_id', post.id)
+      .limit(1)
+      .maybeSingle()
+
+    if (existingTicket) {
+      console.log(`Post ${post.id} already escalated to ticket ${existingTicket.id}`)
+      return null
+    }
+
+    const { data: newTicket, error: insertError } = await adminDb
+      .from('items')
+      .insert({
+        type_slug: 'support_ticket',
+        title: `Escalated: ${post.title}`,
+        description: post.description || 'No description provided',
+        account_id: post.account_id,
+        person_id: post.person_id,
+        status: 'open',
+        data: {
+          source_post_id: post.id,
+          source: 'community_escalation',
+          escalated_at: new Date().toISOString(),
+          original_category: post.data?.category || 'general',
+          original_tags: post.data?.tags || [],
+          community_status: 'unanswered_24h',
+          ai_metadata: {
+            confidence_threshold: 0.75,
+            escalation_reason: 'community_unanswered',
+            problem_statement: post.title,
+            source_content: post.description?.slice(0, 1000),
+          },
+        },
+      })
+      .select('id')
+      .single()
+
+    if (insertError || !newTicket) {
+      throw new Error(`Failed to create ticket: ${insertError?.message}`)
+    }
+
+    const ticketId = newTicket.id
+
+    await adminDb.from('threads').insert({
+      target_type: 'items',
+      target_id: ticketId,
+      visibility: 'external',
+      status: 'active',
+    })
+
+    await adminDb
+      .from('items')
+      .update({
+        data: {
+          ...post.data,
+          status: 'escalated',
+          escalation: {
+            escalated_to_ticket_id: ticketId,
+            escalated_at: new Date().toISOString(),
+            reason: 'unanswered_24h',
+          },
+        },
+        updated_at: new Date().toISOString(),
+      })
+      .eq('id', post.id)
+
+    // Attempt to trigger support triage pipeline if present
+    try {
+      const { data: pipeline } = await adminDb
+        .from('pipelines')
+        .select('id')
+        .ilike('name', '%support%triage%')
+        .limit(1)
+        .maybeSingle()
+
+      if (pipeline) {
+        await adminDb.from('pipeline_executions').insert({
+          pipeline_id: pipeline.id,
+          target_type: 'items',
+          target_id: ticketId,
+          status: 'pending',
+          input_context: {
+            ticket_id: ticketId,
+            account_id: post.account_id,
+            title: post.title,
+            description: post.description || '',
+            source: 'community_escalation',
+          },
+        })
+      }
+    } catch (err) {
+      console.error('Failed to trigger triage pipeline:', err)
+    }
+
+    console.log(`Escalated post ${post.id} to ticket ${ticketId}`)
+    return ticketId
+
+  } catch (err) {
+    console.error(`Failed to escalate post ${post.id}:`, err)
+    throw err
+  }
+}
+
+export const checkUnanswered = createHandler(async (_ctx, _body) => {
+  console.log('[PortalEscalation] Starting community escalation check...')
+
+  try {
+    const cutoffTime = new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString()
+
+    const { data: unansweredPosts, error: postsError } = await adminDb
+      .from('items')
+      .select('id, title, description, account_id, person_id, created_at, data')
+      .eq('type_slug', 'community_post')
+      .not('data->>status', 'eq', 'escalated')
+      .lt('created_at', cutoffTime)
+      .order('created_at', { ascending: true })
+      .limit(50)
+
+    if (postsError) {
+      throw new Error(`Failed to fetch posts: ${postsError.message}`)
+    }
+
+    if (!unansweredPosts || unansweredPosts.length === 0) {
+      return { status: 'ok', processed: 0, escalated: 0, failed: 0, skipped: 0 }
+    }
+
+    const postsToEscalate: CommunityPost[] = []
+    for (const post of unansweredPosts) {
+      const { data: replies } = await adminDb
+        .from('items')
+        .select('id')
+        .eq('type_slug', 'community_reply')
+        .eq('data->>post_id', post.id)
+        .gt('created_at', post.created_at)
+        .limit(1)
+
+      if (!replies || replies.length === 0) {
+        postsToEscalate.push(post as CommunityPost)
+      }
+    }
+
+    console.log(`[PortalEscalation] Found ${postsToEscalate.length} unanswered posts`)
+
+    const results = { escalated: [] as string[], failed: [] as string[], skipped: [] as string[] }
+
+    for (const post of postsToEscalate) {
+      try {
+        const ticketId = await escalatePostToTicket(post)
+        if (ticketId) results.escalated.push(post.id)
+        else results.skipped.push(post.id)
+      } catch (err) {
+        console.error(`Failed to escalate post ${post.id}:`, err)
+        results.failed.push(post.id)
+      }
+    }
+
+    return {
+      status: 'ok',
+      processed: postsToEscalate.length,
+      escalated: results.escalated.length,
+      failed: results.failed.length,
+      skipped: results.skipped.length,
+      details: results,
+    }
+
+  } catch (err) {
+    console.error('[PortalEscalation] Failed:', err)
+    const error: any = new Error('Failed to process community escalation')
+    error.statusCode = 500
+    throw error
+  }
+})

package/functions/custom_portal-signals.ts

@@ -1,11 +1,45 @@
+// Portal Signal Handler
+// Records portal user actions as funnel signals in the items table.
+// Portal users are always identified — no anonymous session handling.
+// Standalone: no dependency on cortex functions.
+
 import { createHandler } from './_shared/middleware'
-import { processSignal } from './custom_funnel-signal'
+import { adminDb } from './_shared/db'
+import { resolveTypeIds, resolveAccountId } from './_shared/resolve-ids'
+
+async function resolveIds() {
+  const [types, unidentifiedVisitorsAccountId] = await Promise.all([
+    resolveTypeIds([{ kind: 'item', slug: 'funnel_signal' }]),
+    resolveAccountId('unidentified-visitors'),
+  ])
+  return {
+    FUNNEL_SIGNAL_TYPE_ID: types['item/funnel_signal'],
+    UNIDENTIFIED_VISITORS_ACCOUNT_ID: unidentifiedVisitorsAccountId,
+  }
+}
+
+function ratingToTemperature(rating: number): 'cold' | 'warm' | 'hot' {
+  if (rating <= 2) return 'cold'
+  if (rating <= 3) return 'warm'
+  return 'hot'
+}
+
+function calculateSimpleScore(actionValue: number): { calculated: number; rating: 1 | 2 | 3 | 4 | 5 } {
+  const calculated = actionValue
+  let rating: 1 | 2 | 3 | 4 | 5
+  if (calculated <= 1) rating = 1
+  else if (calculated <= 4) rating = 2
+  else if (calculated <= 8) rating = 3
+  else if (calculated <= 15) rating = 4
+  else rating = 5
+  return { calculated, rating }
+}
 
 export const handler = createHandler(async (ctx, body) => {
   const { action_type, action_value, action_description, session_id } = body || {}
 
-  if (!action_type || typeof action_value !== 'number') {
-    const err: any = new Error('action_type and action_value are required')
+  if (!action_type || ![1, 2, 5].includes(action_value)) {
+    const err: any = new Error('action_type and action_value (1, 2, or 5) are required')
     err.statusCode = 400
     throw err
   }
@@ -16,18 +50,92 @@ export const handler = createHandler(async (ctx, body) => {
     throw err
   }
 
-  const payload = {
-    account_id: ctx.accountId,
-    person_id: ctx.principal.id,
-    session_id: session_id || `portal_${ctx.principal.id}_${Date.now()}`,
-    stage: 'identified',
-    source: 'int',
-    action_type,
-    action_value,
-    ...(action_description && { action_description }),
+  const ids = await resolveIds()
+  const now = new Date().toISOString()
+  const scoring = calculateSimpleScore(action_value)
+  const resolvedSessionId = session_id || `portal_${ctx.principal.id}_${Date.now()}`
+
+  const signalData = {
+    identity: {
+      anonymous_id: null,
+      person_id: ctx.principal.id,
+      account_id: ctx.accountId,
+      session_id: resolvedSessionId,
+    },
+    classification: {
+      stage: 'identified',
+      source: 'int',
+    },
+    action: {
+      action_type,
+      action_value,
+      action_description: action_description || null,
+    },
+    scoring_components: {
+      raw_score: {
+        calculated: scoring.calculated,
+        max_possible: 25,
+        rating: scoring.rating,
+      },
+    },
+    processing: {
+      received_at: now,
+      enriched_at: now,
+      scored_at: now,
+      stitched_at: null,
+      stitched_to_account_id: null,
+    },
+  }
+
+  const { data, error } = await adminDb
+    .from('items')
+    .insert({
+      type_id: ids.FUNNEL_SIGNAL_TYPE_ID,
+      title: `${action_type} - ${action_value}`,
+      account_id: ctx.accountId,
+      data: signalData,
+    })
+    .select('id')
+    .single()
+
+  if (error) {
+    throw new Error(`Failed to record portal signal: ${error.message}`)
   }
 
-  await processSignal(payload, { accountId: ctx.accountId, requestId: ctx.requestId }, {})
+  // Update account funnel data
+  const { data: account } = await adminDb
+    .from('accounts')
+    .select('data')
+    .eq('id', ctx.accountId)
+    .single()
+
+  if (account) {
+    const currentRating = account.data?.ratings?.identified?.rating || 0
+    const shouldUpdate = scoring.rating > currentRating
+
+    await adminDb
+      .from('accounts')
+      .update({
+        data: {
+          ...account.data,
+          ...(shouldUpdate && {
+            lead_score: scoring.calculated,
+            temperature: ratingToTemperature(scoring.rating),
+            lifecycle_stage: 'identified',
+            ratings: {
+              ...(account.data?.ratings || {}),
+              identified: {
+                rating: scoring.rating,
+                raw_score: scoring.calculated,
+                calculated_at: now,
+              },
+            },
+          }),
+          last_signal_at: now,
+        },
+      })
+      .eq('id', ctx.accountId)
+  }
 
-  return { status: 'ok' }
+  return { status: 'ok', signal_id: data.id, rating: scoring.rating }
 })

package/manifest.json

@@ -54,6 +54,7 @@
   "features": ["tickets", "kb", "courses", "community", "marketplace"],
   "dependencies": ["items", "threads", "messages"],
   "entry_point": "./index.tsx",
+  "directories": ["pages", "components", "hooks", "config", "seed", "functions", "migrations", "tests"],
   "is_public": true,
   "auth_required": true
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "spine-framework-portal",
-  "version": "0.1.1",
+  "version": "0.1.4",
   "description": "Customer Portal — self-service portal app for Spine Framework",
   "type": "module",
   "license": "MIT",
@@ -10,8 +10,7 @@
     "directory": "custom/apps/customer-portal"
   },
   "peerDependencies": {
-    "spine-framework": ">=0.1.0",
-    "spine-framework-cortex": ">=0.1.0"
+    "spine-framework": ">=0.1.0"
   },
   "files": [
     "index.tsx",

package/seed/roles.json

@@ -0,0 +1,12 @@
+[
+  {
+    "slug": "member",
+    "app_slug": "customer-portal",
+    "name": "Member",
+    "description": "Portal member with standard access",
+    "permissions": ["*"],
+    "is_system": true,
+    "is_active": true,
+    "is_protected": false
+  }
+]

package/seed/triggers.json

@@ -4,8 +4,9 @@
     "description": "Check for community posts >24h without answers and escalate to support tickets",
     "trigger_type": "cron",
     "event_type": null,
+    "scope": "account",
     "config": {
-      "function": "custom_community-escalation.checkUnanswered",
+      "function": "custom_portal-community-escalation.checkUnanswered",
       "schedule": "0 */4 * * *",
       "timezone": "UTC",
       "description": "Check for community posts >24h without answers, create tickets"

package/seed/types.json

@@ -10,20 +10,38 @@
     "is_active": true,
     "design_schema": {
       "scope": "platform",
+      "views": {
+        "default_list": {
+          "type": "list",
+          "label": "Community Posts",
+          "fields": {
+            "title": { "sortable": true, "display_type": "text" },
+            "channel": { "sortable": true, "display_type": "badge" },
+            "moderation_status": { "sortable": true, "display_type": "badge" }
+          },
+          "display": "table"
+        },
+        "default_detail": {
+          "type": "detail",
+          "label": "Community Post",
+          "sections": [
+            { "title": "Content", "fields": ["title", "content", "channel", "context"] },
+            { "title": "Moderation", "fields": ["moderation_status", "helpful_count", "not_helpful_count", "accepted_answer_id"] }
+          ]
+        }
+      },
       "fields": {
-        "title": { "label": "Title", "required": true, "data_type": "text" },
-        "content": { "label": "Content", "required": true, "data_type": "text" },
-        "context": { "label": "Context", "required": true, "data_type": "text", "options": ["support", "community"] },
-        "channel": { "label": "Channel", "required": true, "data_type": "text", "default": "general", "options": ["general", "announcements", "help", "show-and-tell"] },
-        "moderation_status": { "label": "Moderation Status", "data_type": "text", "default": "pending", "options": ["pending", "approved", "flagged"] },
-        "helpful_count": { "label": "Helpful Votes", "data_type": "integer", "default": 0 },
-        "not_helpful_count": { "label": "Not Helpful Votes", "data_type": "integer", "default": 0 },
-        "accepted_answer_id": { "label": "Accepted Answer", "data_type": "uuid" }
+        "title": { "label": "Title", "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read", "write"] } },
+        "content": { "label": "Content", "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read", "write"] } },
+        "context": { "label": "Context", "required": true, "data_type": "select", "options": [{"label":"Support","value":"support"},{"label":"Community","value":"community"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read", "write"] } },
+        "channel": { "label": "Channel", "required": true, "data_type": "select", "default": "general", "options": [{"label":"General","value":"general"},{"label":"Announcements","value":"announcements"},{"label":"Help","value":"help"},{"label":"Show and Tell","value":"show-and-tell"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read", "write"] } },
+        "moderation_status": { "label": "Moderation Status", "data_type": "select", "default": "pending", "options": [{"label":"Pending","value":"pending"},{"label":"Approved","value":"approved"},{"label":"Flagged","value":"flagged"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "helpful_count": { "label": "Helpful Votes", "data_type": "number", "default": 0, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "not_helpful_count": { "label": "Not Helpful Votes", "data_type": "number", "default": 0, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "accepted_answer_id": { "label": "Accepted Answer", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } }
       },
-      "record_permissions": {
-        "member": ["create", "read", "update"],
-        "system_admin": ["create", "read", "update", "delete"]
-      }
+      "record_permissions": { "member": ["create", "read", "update"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
+      "functionality": null
     },
     "validation_schema": {}
   },
@@ -38,20 +56,38 @@
     "is_active": true,
     "design_schema": {
       "scope": "platform",
+      "views": {
+        "default_list": {
+          "type": "list",
+          "label": "Course Lessons",
+          "fields": {
+            "title": { "sortable": true, "display_type": "text" },
+            "sequence": { "sortable": true, "display_type": "number" },
+            "estimated_duration": { "sortable": true, "display_type": "number" }
+          },
+          "display": "table"
+        },
+        "default_detail": {
+          "type": "detail",
+          "label": "Course Lesson",
+          "sections": [
+            { "title": "Content", "fields": ["title", "content", "video_url", "estimated_duration"] },
+            { "title": "Settings", "fields": ["sequence", "progress_required", "prerequisites"] }
+          ]
+        }
+      },
       "fields": {
-        "title": { "label": "Title", "required": true, "data_type": "text" },
-        "content": { "label": "Content", "required": true, "data_type": "text" },
-        "context": { "label": "Context", "required": true, "data_type": "text", "options": ["kb", "course"] },
-        "sequence": { "label": "Lesson Sequence", "data_type": "integer" },
-        "video_url": { "label": "Video URL", "data_type": "url" },
-        "estimated_duration": { "label": "Estimated Duration (minutes)", "data_type": "integer" },
-        "progress_required": { "label": "Progress Required", "data_type": "boolean", "default": true },
-        "prerequisites": { "label": "Prerequisite Lessons", "data_type": "uuid[]" }
+        "title": { "label": "Title", "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "content": { "label": "Content", "required": true, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "context": { "label": "Context", "required": true, "data_type": "select", "options": [{"label":"Knowledge Base","value":"kb"},{"label":"Course","value":"course"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "sequence": { "label": "Lesson Sequence", "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "video_url": { "label": "Video URL", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "estimated_duration": { "label": "Estimated Duration (minutes)", "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "progress_required": { "label": "Progress Required", "data_type": "boolean", "default": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "prerequisites": { "label": "Prerequisite Lessons", "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } }
       },
-      "record_permissions": {
-        "all": ["read"],
-        "support": ["read", "create", "update"]
-      }
+      "record_permissions": { "member": ["read"], "support": ["read", "create", "update"], "system_admin": ["create", "read", "update", "delete"] },
+      "functionality": null
     },
     "validation_schema": {}
   },
@@ -66,18 +102,39 @@
     "is_active": true,
     "design_schema": {
       "scope": "account",
+      "views": {
+        "default_list": {
+          "type": "list",
+          "label": "Integrity Reports",
+          "fields": {
+            "title": { "sortable": true, "display_type": "text" },
+            "is_active": { "sortable": true, "display_type": "badge" },
+            "created_at": { "sortable": true, "display_type": "timestamp" }
+          },
+          "display": "table"
+        },
+        "default_detail": {
+          "type": "detail",
+          "label": "Integrity Report",
+          "sections": [
+            { "title": "Hashes", "fields": ["core_hash", "manifest_hash", "deploy_id", "deploy_url"] },
+            { "title": "Metadata", "fields": ["is_active", "created_at", "updated_at"] }
+          ]
+        }
+      },
       "fields": {
-        "title": { "label": "Title", "system": true, "required": true, "data_type": "text" },
-        "status": { "label": "Status", "system": true, "required": false, "data_type": "text" },
-        "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean" },
-        "core_hash": { "label": "Core Hash", "system": false, "required": true, "data_type": "text" },
-        "manifest_hash": { "label": "Manifest Hash", "system": false, "required": true, "data_type": "text" },
-        "deploy_id": { "label": "Deploy ID", "system": false, "required": false, "data_type": "text" },
-        "deploy_url": { "label": "Deploy URL", "system": false, "required": false, "data_type": "text" },
-        "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime" },
-        "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime" }
+        "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
+        "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "core_hash": { "label": "Core Hash", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
+        "manifest_hash": { "label": "Manifest Hash", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
+        "deploy_id": { "label": "Deploy ID", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
+        "deploy_url": { "label": "Deploy URL", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
+        "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
+        "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
       },
-      "record_permissions": { "system_admin": ["create", "read", "update", "delete"] }
+      "record_permissions": { "member": ["read"], "support": ["read", "create", "update"], "system_admin": ["create", "read", "update", "delete"] },
+      "functionality": null
     },
     "validation_schema": {}
   },
@@ -92,44 +149,64 @@
     "is_active": true,
     "design_schema": {
       "scope": "customer",
+      "views": {
+        "default_list": {
+          "type": "list",
+          "label": "Support Tickets",
+          "fields": {
+            "title": { "sortable": true, "display_type": "text" },
+            "status": { "sortable": true, "display_type": "badge" },
+            "priority": { "sortable": true, "display_type": "badge" },
+            "escalated": { "sortable": true, "display_type": "boolean" }
+          },
+          "display": "table"
+        },
+        "default_detail": {
+          "type": "detail",
+          "label": "Support Ticket",
+          "sections": [
+            { "title": "Request", "fields": ["title", "description", "status", "priority", "context"] },
+            { "title": "AI Handling", "fields": ["ai_response", "ai_confidence", "escalated", "aim_triage_agent_id", "aim_escalation_reason", "aim_human_assignee_id"] },
+            { "title": "Analysis", "fields": ["ca_true_problem", "ca_reported_issue", "ca_final_solution", "ca_solution_steps", "ca_customer_temperature", "ca_time_to_resolution", "ca_automation_potential"] },
+            { "title": "KB Generation", "fields": ["ca_kb_candidate", "kb_proposed_kb_id", "kb_redacted_draft", "kb_approved_at", "kb_approved_by", "kb_human_edits"] }
+          ]
+        }
+      },
       "fields": {
-        "title": { "label": "Title", "system": true, "required": true, "data_type": "text" },
-        "description": { "label": "Description", "system": true, "required": true, "data_type": "text" },
-        "status": { "label": "Status", "system": true, "data_type": "text", "default": "open", "options": ["open", "ai_responding", "human_assigned", "in_progress", "resolved", "closed"] },
-        "context": { "label": "Context", "required": true, "data_type": "text", "options": ["support", "community"] },
-        "priority": { "label": "Priority", "data_type": "text", "default": "medium", "options": ["low", "medium", "high", "urgent"] },
-        "escalated": { "label": "Escalated to Human", "data_type": "boolean", "default": false },
-        "ai_response": { "label": "AI Response", "data_type": "text" },
-        "ai_confidence": { "label": "AI Confidence", "data_type": "float" },
-        "aim_triage_agent_id": { "label": "Triage Agent ID", "data_type": "text" },
-        "aim_escalation_reason": { "label": "Escalation Reason", "data_type": "text", "options": ["low_confidence", "thumbs_down", "customer_request", "none"] },
-        "aim_human_assignee_id": { "label": "Human Assignee", "data_type": "text" },
-        "aim_confidence_threshold": { "label": "Confidence Threshold", "data_type": "number", "default": 0.75 },
-        "aim_confidence_at_response": { "label": "Confidence at Response", "data_type": "number" },
-        "ca_true_problem": { "label": "True Problem Identified", "data_type": "text" },
-        "ca_reported_issue": { "label": "Reported Issue", "data_type": "text" },
-        "ca_final_solution": { "label": "Final Solution Summary", "data_type": "text" },
-        "ca_solution_steps": { "label": "Steps to Solve", "data_type": "json" },
-        "ca_diagnostic_steps": { "label": "Steps to Diagnose", "data_type": "json" },
-        "ca_analysis_tags": { "label": "Analysis Tags", "data_type": "json" },
-        "ca_escalation_required": { "label": "Was Escalated to Human Agent", "data_type": "boolean" },
-        "ca_customer_temperature": { "label": "Customer Temperature", "data_type": "text", "options": ["positive", "neutral", "negative", "frustrated"] },
-        "ca_time_to_resolution": { "label": "Time to Resolution (minutes)", "data_type": "number" },
-        "ca_back_and_forth_count": { "label": "Number of Back and Forths", "data_type": "number" },
-        "ca_automation_potential": { "label": "Automation Potential", "data_type": "text", "options": ["high", "medium", "low"] },
-        "ca_sentiment_progression": { "label": "Customer Sentiment Progression", "data_type": "json" },
-        "ca_kb_candidate": { "label": "KB Candidate", "data_type": "boolean" },
-        "kb_proposed_kb_id": { "label": "Proposed KB Article ID", "data_type": "text" },
-        "kb_redacted_draft": { "label": "Redacted Draft", "data_type": "text" },
-        "kb_approved_at": { "label": "Approved At", "data_type": "datetime" },
-        "kb_approved_by": { "label": "Approved By", "data_type": "text" },
-        "kb_human_edits": { "label": "Human Edits", "data_type": "text" }
+        "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read", "write"] } },
+        "description": { "label": "Description", "system": true, "required": true, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read", "write"] } },
+        "status": { "label": "Status", "system": true, "data_type": "select", "default": "open", "options": [{"label":"Open","value":"open"},{"label":"AI Responding","value":"ai_responding"},{"label":"Human Assigned","value":"human_assigned"},{"label":"In Progress","value":"in_progress"},{"label":"Resolved","value":"resolved"},{"label":"Closed","value":"closed"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "context": { "label": "Context", "required": true, "data_type": "select", "options": [{"label":"Support","value":"support"},{"label":"Community","value":"community"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read", "write"] } },
+        "priority": { "label": "Priority", "data_type": "select", "default": "medium", "options": [{"label":"Low","value":"low"},{"label":"Medium","value":"medium"},{"label":"High","value":"high"},{"label":"Urgent","value":"urgent"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "escalated": { "label": "Escalated to Human", "data_type": "boolean", "default": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ai_response": { "label": "AI Response", "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ai_confidence": { "label": "AI Confidence", "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "aim_triage_agent_id": { "label": "Triage Agent ID", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "aim_escalation_reason": { "label": "Escalation Reason", "data_type": "select", "options": [{"label":"Low Confidence","value":"low_confidence"},{"label":"Thumbs Down","value":"thumbs_down"},{"label":"Customer Request","value":"customer_request"},{"label":"None","value":"none"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "aim_human_assignee_id": { "label": "Human Assignee", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "aim_confidence_threshold": { "label": "Confidence Threshold", "data_type": "number", "default": 0.75, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "aim_confidence_at_response": { "label": "Confidence at Response", "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_true_problem": { "label": "True Problem Identified", "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_reported_issue": { "label": "Reported Issue", "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_final_solution": { "label": "Final Solution Summary", "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_solution_steps": { "label": "Steps to Solve", "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_diagnostic_steps": { "label": "Steps to Diagnose", "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_analysis_tags": { "label": "Analysis Tags", "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_escalation_required": { "label": "Was Escalated to Human Agent", "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_customer_temperature": { "label": "Customer Temperature", "data_type": "select", "options": [{"label":"Positive","value":"positive"},{"label":"Neutral","value":"neutral"},{"label":"Negative","value":"negative"},{"label":"Frustrated","value":"frustrated"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_time_to_resolution": { "label": "Time to Resolution (minutes)", "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_back_and_forth_count": { "label": "Number of Back and Forths", "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_automation_potential": { "label": "Automation Potential", "data_type": "select", "options": [{"label":"High","value":"high"},{"label":"Medium","value":"medium"},{"label":"Low","value":"low"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_sentiment_progression": { "label": "Customer Sentiment Progression", "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "ca_kb_candidate": { "label": "KB Candidate", "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "kb_proposed_kb_id": { "label": "Proposed KB Article ID", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "kb_redacted_draft": { "label": "Redacted Draft", "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
+        "kb_approved_at": { "label": "Approved At", "data_type": "datetime", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
+        "kb_approved_by": { "label": "Approved By", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
+        "kb_human_edits": { "label": "Human Edits", "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } }
       },
-      "record_permissions": {
-        "member": ["create", "read", "update"],
-        "support": ["create", "read", "update"],
-        "system_admin": ["create", "read", "update", "delete"]
-      }
+      "record_permissions": { "member": ["create", "read", "update"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
+      "functionality": null
     },
     "validation_schema": {}
   }