thinkwork-cli 0.12.11 → 0.12.15

package/dist/drizzle/0098_business_ontology.sql

@@ -0,0 +1,587 @@
+-- Purpose: add tenant-scoped business ontology definitions, suggestion change sets, and reprocess job state.
+-- Plan: docs/plans/2026-05-17-002-feat-business-ontology-change-sets-plan.md (U1)
+-- Apply manually: psql "$DATABASE_URL" -v ON_ERROR_STOP=1 -f packages/database-pg/drizzle/0098_business_ontology.sql
+-- creates: ontology.versions
+-- creates: ontology.entity_types
+-- creates: ontology.relationship_types
+-- creates: ontology.facet_templates
+-- creates: ontology.external_mappings
+-- creates: ontology.change_sets
+-- creates: ontology.change_set_items
+-- creates: ontology.evidence_examples
+-- creates: ontology.suggestion_scan_jobs
+-- creates: ontology.reprocess_jobs
+-- creates: ontology.uq_ontology_versions_tenant_version
+-- creates: ontology.uq_ontology_versions_tenant_active
+-- creates: ontology.uq_ontology_entity_types_tenant_slug
+-- creates: ontology.uq_ontology_relationship_types_tenant_slug
+-- creates: ontology.uq_ontology_facet_templates_entity_slug
+-- creates: ontology.uq_ontology_external_mappings_subject_uri
+-- creates: ontology.uq_ontology_suggestion_scan_jobs_dedupe
+-- creates: ontology.uq_ontology_reprocess_jobs_dedupe
+-- creates-constraint: ontology.versions.ontology_versions_tenant_id_tenants_id_fk
+-- creates-constraint: ontology.versions.ontology_versions_status_allowed
+-- creates-constraint: ontology.entity_types.ontology_entity_types_lifecycle_allowed
+-- creates-constraint: ontology.relationship_types.ontology_relationship_types_lifecycle_allowed
+-- creates-constraint: ontology.external_mappings.ontology_external_mappings_kind_allowed
+-- creates-constraint: ontology.change_sets.ontology_change_sets_status_allowed
+-- creates-constraint: ontology.suggestion_scan_jobs.ontology_suggestion_scan_jobs_status_allowed
+-- creates-constraint: ontology.reprocess_jobs.ontology_reprocess_jobs_status_allowed
+
+\set ON_ERROR_STOP on
+
+BEGIN;
+
+SET LOCAL lock_timeout = '5s';
+SET LOCAL statement_timeout = '120s';
+
+CREATE SCHEMA IF NOT EXISTS ontology;
+
+CREATE TABLE IF NOT EXISTS ontology.versions (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  version_number integer NOT NULL,
+  status text NOT NULL DEFAULT 'active',
+  source_change_set_id uuid,
+  activated_at timestamptz,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_versions_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_versions_status_allowed
+    CHECK (status IN ('active', 'superseded'))
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS uq_ontology_versions_tenant_version
+  ON ontology.versions (tenant_id, version_number);
+
+CREATE UNIQUE INDEX IF NOT EXISTS uq_ontology_versions_tenant_active
+  ON ontology.versions (tenant_id)
+  WHERE status = 'active';
+
+CREATE INDEX IF NOT EXISTS idx_ontology_versions_tenant_created
+  ON ontology.versions (tenant_id, created_at);
+
+CREATE TABLE IF NOT EXISTS ontology.entity_types (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  version_id uuid,
+  slug text NOT NULL,
+  name text NOT NULL,
+  description text,
+  broad_type text NOT NULL DEFAULT 'entity',
+  aliases text[] NOT NULL DEFAULT ARRAY[]::text[],
+  properties_schema jsonb NOT NULL DEFAULT '{}'::jsonb,
+  guidance_notes text,
+  lifecycle_status text NOT NULL DEFAULT 'proposed',
+  proposed_by_user_id uuid,
+  approved_by_user_id uuid,
+  approved_at timestamptz,
+  deprecated_at timestamptz,
+  rejected_at timestamptz,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_entity_types_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_entity_types_version_id_versions_id_fk
+    FOREIGN KEY (version_id)
+    REFERENCES ontology.versions(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_entity_types_proposed_by_user_id_users_id_fk
+    FOREIGN KEY (proposed_by_user_id)
+    REFERENCES public.users(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_entity_types_approved_by_user_id_users_id_fk
+    FOREIGN KEY (approved_by_user_id)
+    REFERENCES public.users(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_entity_types_lifecycle_allowed
+    CHECK (lifecycle_status IN ('proposed', 'approved', 'deprecated', 'rejected'))
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS uq_ontology_entity_types_tenant_slug
+  ON ontology.entity_types (tenant_id, slug);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_entity_types_tenant_status
+  ON ontology.entity_types (tenant_id, lifecycle_status);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_entity_types_broad_type
+  ON ontology.entity_types (broad_type);
+
+CREATE TABLE IF NOT EXISTS ontology.relationship_types (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  version_id uuid,
+  slug text NOT NULL,
+  name text NOT NULL,
+  description text,
+  inverse_name text,
+  source_entity_type_id uuid,
+  target_entity_type_id uuid,
+  source_type_slugs text[] NOT NULL DEFAULT ARRAY[]::text[],
+  target_type_slugs text[] NOT NULL DEFAULT ARRAY[]::text[],
+  aliases text[] NOT NULL DEFAULT ARRAY[]::text[],
+  guidance_notes text,
+  lifecycle_status text NOT NULL DEFAULT 'proposed',
+  proposed_by_user_id uuid,
+  approved_by_user_id uuid,
+  approved_at timestamptz,
+  deprecated_at timestamptz,
+  rejected_at timestamptz,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_relationship_types_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_relationship_types_version_id_versions_id_fk
+    FOREIGN KEY (version_id)
+    REFERENCES ontology.versions(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_relationship_types_source_entity_type_id_fk
+    FOREIGN KEY (source_entity_type_id)
+    REFERENCES ontology.entity_types(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_relationship_types_target_entity_type_id_fk
+    FOREIGN KEY (target_entity_type_id)
+    REFERENCES ontology.entity_types(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_relationship_types_proposed_by_user_id_users_id_fk
+    FOREIGN KEY (proposed_by_user_id)
+    REFERENCES public.users(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_relationship_types_approved_by_user_id_users_id_fk
+    FOREIGN KEY (approved_by_user_id)
+    REFERENCES public.users(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_relationship_types_lifecycle_allowed
+    CHECK (lifecycle_status IN ('proposed', 'approved', 'deprecated', 'rejected'))
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS uq_ontology_relationship_types_tenant_slug
+  ON ontology.relationship_types (tenant_id, slug);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_relationship_types_tenant_status
+  ON ontology.relationship_types (tenant_id, lifecycle_status);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_relationship_types_source
+  ON ontology.relationship_types (source_entity_type_id);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_relationship_types_target
+  ON ontology.relationship_types (target_entity_type_id);
+
+CREATE TABLE IF NOT EXISTS ontology.facet_templates (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  entity_type_id uuid NOT NULL,
+  slug text NOT NULL,
+  heading text NOT NULL,
+  facet_type text NOT NULL DEFAULT 'compiled',
+  position integer NOT NULL DEFAULT 0,
+  source_priority jsonb NOT NULL DEFAULT '[]'::jsonb,
+  prompt text,
+  guidance_notes text,
+  lifecycle_status text NOT NULL DEFAULT 'approved',
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_facet_templates_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_facet_templates_entity_type_id_entity_types_id_fk
+    FOREIGN KEY (entity_type_id)
+    REFERENCES ontology.entity_types(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_facet_templates_lifecycle_allowed
+    CHECK (lifecycle_status IN ('proposed', 'approved', 'deprecated', 'rejected'))
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS uq_ontology_facet_templates_entity_slug
+  ON ontology.facet_templates (entity_type_id, slug);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_facet_templates_tenant
+  ON ontology.facet_templates (tenant_id);
+
+CREATE TABLE IF NOT EXISTS ontology.external_mappings (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  subject_kind text NOT NULL,
+  subject_id uuid NOT NULL,
+  mapping_kind text NOT NULL,
+  vocabulary text NOT NULL,
+  external_uri text NOT NULL,
+  external_label text,
+  notes text,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_external_mappings_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_external_mappings_subject_allowed
+    CHECK (subject_kind IN ('entity_type', 'relationship_type', 'facet_template')),
+  CONSTRAINT ontology_external_mappings_kind_allowed
+    CHECK (mapping_kind IN ('exact', 'close', 'broad', 'narrow', 'related'))
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS uq_ontology_external_mappings_subject_uri
+  ON ontology.external_mappings (subject_kind, subject_id, vocabulary, external_uri);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_external_mappings_tenant_kind
+  ON ontology.external_mappings (tenant_id, subject_kind);
+
+CREATE TABLE IF NOT EXISTS ontology.change_sets (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  title text NOT NULL,
+  summary text,
+  status text NOT NULL DEFAULT 'draft',
+  confidence numeric(5, 4),
+  observed_frequency integer NOT NULL DEFAULT 0,
+  expected_impact jsonb NOT NULL DEFAULT '{}'::jsonb,
+  proposed_by text NOT NULL DEFAULT 'suggestion_engine',
+  proposed_by_user_id uuid,
+  approved_by_user_id uuid,
+  approved_at timestamptz,
+  rejected_by_user_id uuid,
+  rejected_at timestamptz,
+  applied_version_id uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_change_sets_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_change_sets_proposed_by_user_id_users_id_fk
+    FOREIGN KEY (proposed_by_user_id)
+    REFERENCES public.users(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_change_sets_approved_by_user_id_users_id_fk
+    FOREIGN KEY (approved_by_user_id)
+    REFERENCES public.users(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_change_sets_rejected_by_user_id_users_id_fk
+    FOREIGN KEY (rejected_by_user_id)
+    REFERENCES public.users(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_change_sets_applied_version_id_versions_id_fk
+    FOREIGN KEY (applied_version_id)
+    REFERENCES ontology.versions(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_change_sets_status_allowed
+    CHECK (status IN ('draft', 'pending_review', 'approved', 'rejected', 'applied'))
+);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_change_sets_tenant_status
+  ON ontology.change_sets (tenant_id, status);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_change_sets_applied_version
+  ON ontology.change_sets (applied_version_id);
+
+CREATE TABLE IF NOT EXISTS ontology.change_set_items (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  change_set_id uuid NOT NULL,
+  item_type text NOT NULL,
+  action text NOT NULL,
+  status text NOT NULL DEFAULT 'pending_review',
+  target_kind text,
+  target_slug text,
+  title text NOT NULL,
+  description text,
+  proposed_value jsonb NOT NULL DEFAULT '{}'::jsonb,
+  edited_value jsonb,
+  confidence numeric(5, 4),
+  position integer NOT NULL DEFAULT 0,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_change_set_items_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_change_set_items_change_set_id_change_sets_id_fk
+    FOREIGN KEY (change_set_id)
+    REFERENCES ontology.change_sets(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_change_set_items_type_allowed
+    CHECK (item_type IN ('entity_type', 'relationship_type', 'facet_template', 'external_mapping')),
+  CONSTRAINT ontology_change_set_items_action_allowed
+    CHECK (action IN ('create', 'update', 'deprecate', 'reject')),
+  CONSTRAINT ontology_change_set_items_status_allowed
+    CHECK (status IN ('pending_review', 'approved', 'rejected', 'applied'))
+);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_change_set_items_change_set
+  ON ontology.change_set_items (change_set_id);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_change_set_items_tenant_status
+  ON ontology.change_set_items (tenant_id, status);
+
+CREATE TABLE IF NOT EXISTS ontology.evidence_examples (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  change_set_id uuid NOT NULL,
+  item_id uuid,
+  source_kind text NOT NULL,
+  source_ref text,
+  source_label text,
+  quote text NOT NULL,
+  metadata jsonb NOT NULL DEFAULT '{}'::jsonb,
+  observed_at timestamptz,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_evidence_examples_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_evidence_examples_change_set_id_change_sets_id_fk
+    FOREIGN KEY (change_set_id)
+    REFERENCES ontology.change_sets(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_evidence_examples_item_id_change_set_items_id_fk
+    FOREIGN KEY (item_id)
+    REFERENCES ontology.change_set_items(id)
+    ON DELETE SET NULL
+);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_evidence_change_set
+  ON ontology.evidence_examples (change_set_id);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_evidence_item
+  ON ontology.evidence_examples (item_id);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_evidence_tenant_source
+  ON ontology.evidence_examples (tenant_id, source_kind);
+
+CREATE TABLE IF NOT EXISTS ontology.suggestion_scan_jobs (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  status text NOT NULL DEFAULT 'pending',
+  trigger text NOT NULL DEFAULT 'manual',
+  dedupe_key text,
+  started_at timestamptz,
+  finished_at timestamptz,
+  error text,
+  result jsonb NOT NULL DEFAULT '{}'::jsonb,
+  metrics jsonb NOT NULL DEFAULT '{}'::jsonb,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_suggestion_scan_jobs_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_suggestion_scan_jobs_status_allowed
+    CHECK (status IN ('pending', 'running', 'succeeded', 'failed', 'canceled'))
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS uq_ontology_suggestion_scan_jobs_dedupe
+  ON ontology.suggestion_scan_jobs (tenant_id, dedupe_key)
+  WHERE dedupe_key IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_ontology_suggestion_scan_jobs_tenant_status
+  ON ontology.suggestion_scan_jobs (tenant_id, status);
+
+CREATE TABLE IF NOT EXISTS ontology.reprocess_jobs (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL,
+  change_set_id uuid,
+  ontology_version_id uuid,
+  dedupe_key text,
+  status text NOT NULL DEFAULT 'pending',
+  attempt integer NOT NULL DEFAULT 0,
+  claimed_at timestamptz,
+  started_at timestamptz,
+  finished_at timestamptz,
+  input jsonb NOT NULL DEFAULT '{}'::jsonb,
+  impact jsonb NOT NULL DEFAULT '{}'::jsonb,
+  metrics jsonb NOT NULL DEFAULT '{}'::jsonb,
+  error text,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  CONSTRAINT ontology_reprocess_jobs_tenant_id_tenants_id_fk
+    FOREIGN KEY (tenant_id)
+    REFERENCES public.tenants(id)
+    ON DELETE CASCADE,
+  CONSTRAINT ontology_reprocess_jobs_change_set_id_change_sets_id_fk
+    FOREIGN KEY (change_set_id)
+    REFERENCES ontology.change_sets(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_reprocess_jobs_ontology_version_id_versions_id_fk
+    FOREIGN KEY (ontology_version_id)
+    REFERENCES ontology.versions(id)
+    ON DELETE SET NULL,
+  CONSTRAINT ontology_reprocess_jobs_status_allowed
+    CHECK (status IN ('pending', 'running', 'succeeded', 'failed', 'canceled'))
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS uq_ontology_reprocess_jobs_dedupe
+  ON ontology.reprocess_jobs (tenant_id, dedupe_key)
+  WHERE dedupe_key IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_ontology_reprocess_jobs_tenant_status
+  ON ontology.reprocess_jobs (tenant_id, status);
+
+CREATE INDEX IF NOT EXISTS idx_ontology_reprocess_jobs_change_set
+  ON ontology.reprocess_jobs (change_set_id);
+
+INSERT INTO ontology.versions (tenant_id, version_number, status, activated_at)
+SELECT tenants.id, 1, 'active', now()
+FROM public.tenants
+ON CONFLICT (tenant_id, version_number) DO NOTHING;
+
+WITH seed(slug, name, broad_type, description, guidance_notes, aliases) AS (
+  VALUES
+    ('customer', 'Customer', 'organization', 'An account, buyer, prospect, or commercial organization the company serves.', 'Compile customer pages from relationship, opportunity, commitment, risk, support, and recent activity evidence.', ARRAY['account', 'client', 'buyer']::text[]),
+    ('person', 'Person', 'person', 'A human stakeholder connected to a customer, partner, vendor, or internal initiative.', 'Use only business-relevant facts and relationship context.', ARRAY['contact', 'stakeholder']::text[]),
+    ('opportunity', 'Opportunity', 'commercial_event', 'A potential or active revenue motion with a customer or prospect.', 'Track stage, mutual plan, blockers, next steps, and linked people.', ARRAY['deal', 'pipeline item']::text[]),
+    ('order', 'Order', 'commercial_record', 'A committed transaction, purchase order, subscription, or contract record.', 'Prefer source-system facts over conversational inference.', ARRAY['contract', 'purchase']::text[]),
+    ('support_case', 'Support Case', 'service_record', 'A customer issue, escalation, defect, or help request.', 'Compile active symptoms, owner, severity, customer impact, and resolution trail.', ARRAY['ticket', 'case', 'escalation']::text[]),
+    ('commitment', 'Commitment', 'promise', 'A promise, follow-up, delivery obligation, or action item owed by or to the company.', 'Capture owner, due date, recipient, current status, and source evidence.', ARRAY['promise', 'follow up', 'action item']::text[]),
+    ('risk', 'Risk', 'risk', 'A business risk, objection, blocker, competitor threat, or delivery concern.', 'Separate observed evidence from speculative impact.', ARRAY['blocker', 'concern', 'threat']::text[]),
+    ('decision', 'Decision', 'decision', 'A durable decision with rationale, tradeoffs, and affected business objects.', 'Prefer the most recent explicit decision evidence and preserve rationale.', ARRAY['choice', 'approval']::text[])
+)
+INSERT INTO ontology.entity_types (
+  tenant_id,
+  version_id,
+  slug,
+  name,
+  broad_type,
+  description,
+  guidance_notes,
+  aliases,
+  lifecycle_status,
+  approved_at
+)
+SELECT
+  tenants.id,
+  versions.id,
+  seed.slug,
+  seed.name,
+  seed.broad_type,
+  seed.description,
+  seed.guidance_notes,
+  seed.aliases,
+  'approved',
+  now()
+FROM public.tenants
+JOIN ontology.versions
+  ON versions.tenant_id = tenants.id
+  AND versions.version_number = 1
+CROSS JOIN seed
+ON CONFLICT (tenant_id, slug) DO NOTHING;
+
+WITH seed(slug, name, inverse_name, source_slug, target_slug, description, source_type_slugs, target_type_slugs) AS (
+  VALUES
+    ('has_stakeholder', 'Has stakeholder', 'Stakeholder of', 'customer', 'person', 'Connects a customer or opportunity to an involved person.', ARRAY['customer', 'opportunity']::text[], ARRAY['person']::text[]),
+    ('has_opportunity', 'Has opportunity', 'Opportunity for', 'customer', 'opportunity', 'Connects a customer or prospect to a revenue opportunity.', ARRAY['customer']::text[], ARRAY['opportunity']::text[]),
+    ('has_commitment', 'Has commitment', 'Commitment for', 'customer', 'commitment', 'Connects an entity to a promise, follow-up, or obligation.', ARRAY['customer', 'opportunity', 'support_case']::text[], ARRAY['commitment']::text[]),
+    ('has_risk', 'Has risk', 'Risk for', 'customer', 'risk', 'Connects an entity to a business risk or blocker.', ARRAY['customer', 'opportunity', 'support_case']::text[], ARRAY['risk']::text[]),
+    ('has_support_case', 'Has support case', 'Support case for', 'customer', 'support_case', 'Connects a customer to active or historical support work.', ARRAY['customer']::text[], ARRAY['support_case']::text[])
+)
+INSERT INTO ontology.relationship_types (
+  tenant_id,
+  version_id,
+  slug,
+  name,
+  inverse_name,
+  source_entity_type_id,
+  target_entity_type_id,
+  source_type_slugs,
+  target_type_slugs,
+  description,
+  lifecycle_status,
+  approved_at
+)
+SELECT
+  source_type.tenant_id,
+  source_type.version_id,
+  seed.slug,
+  seed.name,
+  seed.inverse_name,
+  source_type.id,
+  target_type.id,
+  seed.source_type_slugs,
+  seed.target_type_slugs,
+  seed.description,
+  'approved',
+  now()
+FROM seed
+JOIN ontology.entity_types source_type
+  ON source_type.slug = seed.source_slug
+JOIN ontology.entity_types target_type
+  ON target_type.tenant_id = source_type.tenant_id
+  AND target_type.slug = seed.target_slug
+ON CONFLICT (tenant_id, slug) DO NOTHING;
+
+WITH seed(entity_slug, slug, heading, facet_type, position, prompt) AS (
+  VALUES
+    ('customer', 'overview', 'Overview', 'compiled', 10, 'Summarize the customer, relationship state, and current business context.'),
+    ('customer', 'stakeholders', 'Stakeholders', 'relationship', 20, 'List the important people, roles, sentiment, and relationship notes.'),
+    ('customer', 'opportunities', 'Opportunities', 'operational', 30, 'Summarize open and recently changed opportunities.'),
+    ('customer', 'commitments', 'Commitments', 'operational', 40, 'Track promises, owners, due dates, and fulfillment status.'),
+    ('customer', 'risks', 'Risks', 'operational', 50, 'Capture blockers, objections, delivery risks, and escalation signals.'),
+    ('opportunity', 'overview', 'Overview', 'compiled', 10, 'Summarize business outcome, stage, buyer context, and next milestone.'),
+    ('opportunity', 'mutual_plan', 'Mutual Plan', 'operational', 20, 'Capture milestones, responsibilities, dates, and open dependencies.'),
+    ('support_case', 'overview', 'Overview', 'compiled', 10, 'Summarize customer impact, status, owner, and latest update.'),
+    ('commitment', 'status', 'Status', 'operational', 10, 'Capture owner, recipient, due date, evidence, and completion state.'),
+    ('risk', 'assessment', 'Assessment', 'compiled', 10, 'Separate risk evidence, likelihood, impact, mitigation, and owner.')
+)
+INSERT INTO ontology.facet_templates (
+  tenant_id,
+  entity_type_id,
+  slug,
+  heading,
+  facet_type,
+  position,
+  prompt,
+  lifecycle_status
+)
+SELECT
+  entity_types.tenant_id,
+  entity_types.id,
+  seed.slug,
+  seed.heading,
+  seed.facet_type,
+  seed.position,
+  seed.prompt,
+  'approved'
+FROM seed
+JOIN ontology.entity_types
+  ON entity_types.slug = seed.entity_slug
+ON CONFLICT (entity_type_id, slug) DO NOTHING;
+
+WITH seed(entity_slug, mapping_kind, vocabulary, external_uri, external_label, notes) AS (
+  VALUES
+    ('customer', 'broad', 'schema.org', 'https://schema.org/Organization', 'Organization', 'Customer is tenant-specific and can include prospects or accounts, so this mapping stays broad.'),
+    ('person', 'close', 'schema.org', 'https://schema.org/Person', 'Person', 'Business person records may omit personal details by policy.'),
+    ('opportunity', 'related', 'schema.org', 'https://schema.org/Offer', 'Offer', 'Opportunity is a sales-process object, not a public offer.'),
+    ('order', 'close', 'schema.org', 'https://schema.org/Order', 'Order', 'Commercial order records should prefer source-system identifiers.'),
+    ('decision', 'related', 'prov-o', 'http://www.w3.org/ns/prov#Activity', 'Activity', 'Decisions are durable outcomes with provenance, not generic activities.')
+)
+INSERT INTO ontology.external_mappings (
+  tenant_id,
+  subject_kind,
+  subject_id,
+  mapping_kind,
+  vocabulary,
+  external_uri,
+  external_label,
+  notes
+)
+SELECT
+  entity_types.tenant_id,
+  'entity_type',
+  entity_types.id,
+  seed.mapping_kind,
+  seed.vocabulary,
+  seed.external_uri,
+  seed.external_label,
+  seed.notes
+FROM seed
+JOIN ontology.entity_types
+  ON entity_types.slug = seed.entity_slug
+ON CONFLICT (subject_kind, subject_id, vocabulary, external_uri) DO NOTHING;
+
+COMMIT;