feat: Oracle CRM Page, Synthetic Client Data and Live Snapshot when hitting emotion hotpoint

This commit is contained in:
Sagnik
2026-04-19 00:43:01 +05:30
parent f616a33ab0
commit 4b21c2cad6
197 changed files with 105054 additions and 89 deletions

View File

@@ -0,0 +1,116 @@
# Biomimetic Agentic Orchestration Layer Template Pack Guide
**Date:** [YYYY-MM-DD]
**Status:** Reusable template pack
**Purpose:** Provide a repeatable document system for assigning, executing, reviewing, and shipping biomimetic orchestration work across the Project Velocity team.
## 1. Purpose
This folder is the reusable counterpart to the completed biomimetic orchestration artifact set.
It exists so the team can produce future work packets with the same document discipline instead of rewriting structure from scratch every time.
## 2. What This Pack Mirrors
This pack mirrors the current artifact system in:
- `Biomimetic Agentic Orchestration Layer`
The original set is the filled example. This folder is the reusable skeleton.
## 3. How to Use the Pack
Use this sequence:
1. duplicate the template file you need
2. rename it to the target workstream, subsystem, or sprint deliverable
3. fill metadata first
4. fill sections in order
5. remove any section that is truly out of scope only after the owner and reviewer agree
## 4. Mandatory Metadata for Every Filled Document
Every derived document must include:
- title
- date
- status
- owner
- reviewers
- scope
- purpose
- decision boundary
## 5. Document Map
Use these templates for these outcomes:
- `01 - First Principles and Product Understanding Template.md`
- use for concept, problem framing, architecture intent, and design logic
- `02 - PRD Template.md`
- use for product goals, value, user outcomes, and release framing
- `03 - SRS Template.md`
- use for system requirements, interfaces, NFRs, and acceptance criteria
- `04 - Sprint Plan Template.md`
- use for sprint-level scope, milestones, and acceptance
- `05 - Implementation Blueprint Template.md`
- use for repository mapping and runtime shape
- `06 - Execution Backlog Template.md`
- use for sequenced delivery program, ownership, and sales gates
- `07 - Mission Contracts and JSON Schemas Template.md`
- use for schema and artifact contract design
- `08 - Adapter Detailed Implementation Spec Template.md`
- use for Oracle, CRM, Catalyst, Sentinel, or future adapters
- `09 - Colony Database Schema and Root API Spec Template.md`
- use for SQL shape, repository methods, API surface, and lifecycle states
- `10 - TypeScript Colony Service Internal Module Spec Template.md`
- use for service internals and module boundaries
- `11 - Prompt Master Librarian Researcher Role Spec Template.md`
- use for role-specific operating contracts
- `12 - Deployment Operations and Release Readiness Template.md`
- use for deployment, runbooks, rollout, and sales safety
- `13 - Implementation Ticket Breakdown and Dependency Matrix Template.md`
- use for ticket slicing and dependency control
## 6. Ownership Rule
One document must have one accountable owner.
Contributors may write sections, but one person owns:
- coherence
- contradiction removal
- final review submission
## 7. Review Rule
Every filled document should be reviewed by:
- one domain owner
- one integration owner
- one delivery or product reviewer when the artifact affects roadmap or demos
## 8. Quality Rule
A filled document is not complete if it still contains:
- vague placeholders
- contradictory scope
- missing acceptance criteria
- file paths with no intended owner
- runtime decisions with no migration path
## 9. Recommended Working Method
Best working method for this pack:
- fill top-level narrative first
- then file and interface details
- then acceptance gates
- then operational and sales-readiness checks
This keeps the documents aligned instead of producing isolated technical fragments.
## 10. Bottom Line
The goal of this pack is not to standardize formatting for its own sake. The goal is to standardize decision quality, implementation clarity, and handoff readiness.

View File

@@ -0,0 +1,170 @@
# [System or Workstream Name] - First Principles and Product Understanding
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Subsystem, mission class, runtime layer, or product surface]
**Purpose:** Define the problem, intended product behavior, and architectural logic from first principles before implementation begins.
## Executive Summary
State:
- what this system is
- why it matters
- why current architecture is insufficient
- what the target improvement is
## Assumptions and Constraints
### Assumptions
State the assumptions that must be true for this design to hold.
### Constraints
State the technical, organizational, legal, runtime, and infrastructure constraints that shape the solution.
## Reference Sources and Rationale
### Local Sources
List:
- current repo files
- existing design docs
- prior integration artifacts
Explain why each source matters.
### Upstream or External Sources
List:
- upstream frameworks
- public reference repos
- external standards or papers if used
Explain what is being borrowed and what is not.
## Problem Statement
Describe the underlying problem in plain terms:
- current failure mode
- why it exists
- what business or product damage it causes
- why the current team cannot just “work around” it forever
## System Vision
Describe the intended end state:
- operator experience
- internal execution model
- auditability and safety expectations
- where this system fits inside Project Velocity
## Core Metaphor or Design Lens
If using a metaphor such as biomimicry, define:
- the mapping from metaphor to real system parts
- what the metaphor clarifies
- what the metaphor must not be allowed to distort
## First-Principles Architecture
Document the foundational principles that should govern all implementation.
### Principle 1
Name the principle and explain:
- what it means
- why it matters
- what tradeoff it creates
### Principle 2
Repeat.
### Principle 3
Repeat.
Add as many principles as the work requires.
## Functional Architecture and Key Roles
Describe the main runtime layers and their responsibilities.
For each role or layer, state:
- purpose
- inputs
- outputs
- hard boundaries
- failure modes
## Data Model and Interfaces
List the major internal artifacts or interfaces that this system depends on.
For each artifact, describe:
- identity fields
- producer
- consumer
- why it exists
## Interaction and Workflow Description
Describe the standard operational flow from input to output.
Then describe:
- exceptional flows
- failure handling
- review or escalation path
## Improvements and Recommendations
List the recommended design improvements over a naive implementation.
For each improvement, explain:
- what changes
- why it is better
- what it costs
## Migration and Fork Strategy
Describe:
- what to reuse
- what to fork
- what not to inherit
- how to preserve provenance and licensing clarity
## What This Means for Project Velocity
State the direct product and implementation implications:
- what becomes easier
- what becomes safer
- what becomes sellable
- what still remains out of scope
## Recommended Initial Scope
Define the minimum mission classes, modules, or surfaces to start with.
## Open Questions
List the unresolved issues that need explicit follow-up.
## Bottom Line
Summarize the design truth in one or two paragraphs.

View File

@@ -0,0 +1,105 @@
# Product Requirements Document (PRD)_ [System or Workstream Name]
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Product slice or release boundary]
**Purpose:** Define the product intent, value, scope, and release criteria for the target system.
## 1. Purpose
State what product problem this work solves and why it exists now.
## 2. Background
Describe:
- current product state
- why existing flows are insufficient
- what changed to make this work necessary
## 3. Problem Statement
Define the concrete product and operator pain points.
## 4. Product Goal
Define the primary product goal in one paragraph.
## 5. Target Users and Stakeholders
List:
- primary users
- internal operators
- reviewers or approvers
- sales or demo stakeholders
## 6. In-Scope Outcomes
State the capabilities that must exist in the release.
## 7. Out-of-Scope Items
State what this release will explicitly not solve.
## 8. Product Experience
Describe what the user or operator should see and do from start to finish.
## 9. Functional Requirements
For each functional requirement, state:
- requirement ID
- description
- rationale
- acceptance signal
## 10. System Behavior
Describe:
- happy path
- failure path
- approval path
- audit path
## 11. Success Metrics
Define measurable product outcomes such as:
- completion rate
- operator effort reduction
- citation coverage
- mission latency
- demo success rate
## 12. Risks
List product, technical, governance, and adoption risks.
## 13. Release Plan
Describe:
- release phases
- feature gating
- assisted mode vs autonomous mode
## 14. Sales Readiness
Define what must be true for this work to be demo-safe and commercially useful.
## 15. Dependencies
List upstream systems, teams, or documents this PRD depends on.
## 16. Acceptance Criteria
State the release-level acceptance criteria.
## 17. Bottom Line
Summarize the product decision in plain language.

View File

@@ -0,0 +1,106 @@
# Software Requirements Specification (SRS)_ [System or Workstream Name]
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Technical system boundary]
**Purpose:** Define the technical requirements, interfaces, constraints, and acceptance criteria for implementation.
## 1. Purpose
State what technical system is being specified and why.
## 2. System Context
Describe where the system lives inside Project Velocity and what it integrates with.
## 3. Assumptions and Constraints
State:
- runtime assumptions
- infrastructure assumptions
- compatibility constraints
- legal or licensing constraints
## 4. Functional Architecture
Describe the runtime layers, modules, or services.
## 5. Functional Requirements
For each requirement, include:
- requirement ID
- description
- producer and consumer if relevant
- acceptance criteria
## 6. Interface Requirements
Specify:
- APIs
- internal service interfaces
- event contracts
- schema boundaries
## 7. Data Model
Describe entities, artifacts, identifiers, and lifecycle fields.
## 8. Non-Functional Requirements
### 8.1 Reliability
Define uptime, retry, or failure-handling expectations.
### 8.2 Scalability
Define concurrency, throughput, or growth assumptions.
### 8.3 Security
Define access control, auth, and approval expectations.
### 8.4 Privacy
Define redaction, least-privilege, and data exposure rules.
### 8.5 Observability
Define metrics, traces, and logs.
### 8.6 Fault Tolerance
Define degraded behavior and replay strategy.
### 8.7 Licensing
Define upstream provenance and redistribution constraints if relevant.
## 9. Evaluation and Testing Strategy
Describe:
- unit testing
- integration testing
- replay testing
- governance testing
## 10. Migration and Fork Plan
Describe:
- what is forked
- what remains upstream-compatible
- what migration path exists from current state
## 11. Open Questions
List unresolved technical issues.
## 12. Acceptance Criteria
Define the completion gate for engineering.

View File

@@ -0,0 +1,63 @@
# Sprint Plan_ [System or Workstream Name]
**Date:** [YYYY-MM-DD]
**Sprint Window:** [Start Date] to [End Date]
**Status:** [Draft | In Progress | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Purpose:** Define the sprint-level execution plan, scope, deliverables, dependencies, and acceptance gates.
## 1. Purpose
State what this sprint is intended to achieve.
## 2. Sprint Goal
Describe the one-sentence outcome that makes the sprint successful.
## 3. Scope
Describe what is included in this sprint.
## 4. Non-Scope
Describe what is explicitly not included.
## 5. Deliverables
List the concrete deliverables:
- docs
- code
- routes
- schemas
- test suites
- demos
## 6. Milestones
Define milestone checkpoints in order.
## 7. Integration Points
List the current Project Velocity files, services, or modules affected.
## 8. Risks and Dependencies
List risks, blockers, and external dependencies.
## 9. Acceptance Gates
Define the gates that must pass before the sprint is considered complete.
## 10. Ownership
Assign one accountable owner per workstream.
## 11. Timeline
Describe the expected order of delivery inside the sprint.
## 12. Bottom Line
Summarize the sprint contract.

View File

@@ -0,0 +1,97 @@
# Implementation Blueprint_ Repository and Runtime Mapping
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Subsystem or runtime boundary]
**Purpose:** Convert the design into a repository-level implementation skeleton tied to the current codebase.
## 1. Purpose
State what this blueprint is mapping and why it exists.
## 2. Current State Mapping
Describe the relevant existing code and runtime truth.
### 2.1 Root Backend Truth
List existing routes, services, or modules that already exist.
### 2.2 Domain Truth
Describe current Oracle, CRM, Catalyst, Sentinel, or other subsystem state.
### 2.3 Frontend Truth
Describe the frontend surfaces that will eventually consume the implementation.
## 3. Target Runtime Shape
Define:
- root authority
- internal service authority
- governance authority
Explain why the split is correct.
## 4. File-by-File Repository Blueprint
List the exact directories and files to create or modify.
## 5. Runtime Flow
Describe the runtime path from request initiation to final output.
## 6. New Root Files
State:
- file path
- owner
- purpose
- dependencies
## 7. New Service Files
State:
- file path
- owner
- purpose
- dependencies
## 8. Mission, Artifact, and Persistence Plan
Define:
- mission objects
- artifact objects
- where they persist
- who owns them
## 9. Adapter Plan
Describe the domain adapter strategy and rollout order.
## 10. Governance Plan
Describe where policy enforcement lives and what it controls.
## 11. Testing and Operationalization Plan
Describe the required tests and rollout gates.
## 12. Build Order
State the implementation order with dependency rationale.
## 13. Non-Negotiables
List architecture decisions that must not be broken.
## 14. Bottom Line
Summarize the implementation truth.

View File

@@ -0,0 +1,48 @@
# Execution Backlog_ Acceptance Ownership Sales Readiness
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Delivery program or workstream group]
**Purpose:** Translate the implementation blueprint into a sequenced backlog with acceptance gates, ownership, and sales-readiness checks.
## 1. Purpose
State what the backlog is governing.
## 2. Delivery Principles
List the principles that govern execution.
## 3. Workstream Backlog
For each workstream, include:
- objective
- tasks
- definition of done
## 4. Acceptance Gates
Define the gates that must pass in sequence.
## 5. Ownership Model
Map workstreams to accountable owners.
## 6. Sales Readiness Criteria
Define what has to be true for this work to support demos or sales conversations.
## 7. Risks
List delivery, technical, and operational risks.
## 8. Immediate Next Actions
List the first concrete tasks to start now.
## 9. Bottom Line
Summarize the delivery program in plain terms.

View File

@@ -0,0 +1,62 @@
# Mission Contracts and JSON Schemas Blueprint
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Mission family or contract layer]
**Purpose:** Define the internal artifact contracts, schema boundaries, versioning rules, and validation strategy.
## 1. Purpose
State what contract system is being defined.
## 2. Contract Design Principles
Describe the rules governing schema design.
## 3. Canonical Artifact Set
List every artifact that exists in this runtime.
## 4. Schema Rules
Define:
- required metadata
- versioning model
- identity keys
- producer and consumer rules
## 5. Artifact Definitions
For each artifact, include:
- purpose
- required fields
- example JSON shape
- validation rules
## 6. Storage Mapping
Map artifacts to tables, files, or services.
## 7. Validation Strategy
State how validation happens in:
- service layer
- root layer
- persistence layer
## 8. Compatibility Strategy
Define how future schema evolution will be handled.
## 9. Implementation Order
State the correct order for introducing the contracts.
## 10. Bottom Line
Summarize the contract spine.

View File

@@ -0,0 +1,72 @@
# [Domain Name] Adapter Detailed Implementation Spec
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Oracle | CRM | Catalyst | Sentinel | Other]
**Purpose:** Define the exact adapter behavior, request and response contracts, file placements, runtime flow, and acceptance criteria for the target domain.
## 1. Purpose
State what this adapter exists to translate.
## 2. Adapter Strategy
Describe:
- why this adapter exists
- why this domain is in scope now
- what the adapter must not try to own
## 3. Mission Type
State the mission types supported by the adapter.
## 4. Entry Points
List:
- routes
- UI actions
- service triggers
## 5. Context Inputs
List every input the adapter requires.
## 6. File Placement
State all Python and TypeScript files to create or modify.
## 7. Mission Creation Flow
Describe the exact step-by-step runtime flow.
## 8. Output Contract
Describe:
- final answer payload
- artifacts returned
- writeback proposal shape
## 9. Writeback Rules
State what may be proposed and what approval is required.
## 10. Acceptance Criteria
Define the adapter completion gate.
## 11. Tests
List required unit, integration, and replay tests.
## 12. Demo and Sales Relevance
State why this adapter matters to the product and to demos.
## 13. Bottom Line
Summarize the adapter contract.

View File

@@ -0,0 +1,98 @@
# Colony Database Schema and Root API Spec
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Mission store, root API, approval flow, or related boundary]
**Purpose:** Define the database schema, root repository behavior, and API surface required for the target system.
## 1. Purpose
State what persistence and API layer is being defined.
## 2. Design Principles
Define the persistence and root-ownership rules.
## 3. Schema Files
List the SQL files or migration units to create.
## 4. Required Tables
List the canonical tables needed.
## 5. Detailed Table Plan
For each table, include:
- purpose
- recommended columns
- indexes
- lifecycle notes
## 6. Root Modules
List:
- repository module
- gateway module
- policy bridge
- route module
## 7. Root API Surface
For each endpoint, include:
- route
- method
- purpose
- request shape
- response shape
- access control
## 8. Lifecycle States
Define status fields and valid transitions.
## 9. Writeback Release Flow
Define proposal, approval, execution, and audit sequence.
## 10. Repository Contract
List the required repository methods.
## 11. Query Shapes
Define:
- summary query
- artifact query
- replay query
- operator inbox query
## 12. Concurrency and Idempotency Rules
State retry, duplicate request, and conflict behavior.
## 13. Security and Access Control
Define auth, scope, redaction, and approval rules.
## 14. Migration and Rollout Plan
Define rollout order and enablement sequence.
## 15. Acceptance Criteria
Define the root-layer completion gate.
## 16. Ticket Breakdown
List the minimum tickets required to build this layer.
## 17. Bottom Line
Summarize the persistence and root API truth.

View File

@@ -0,0 +1,124 @@
# TypeScript Colony Service Internal Module Spec
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Internal service runtime boundary]
**Purpose:** Define the internal module architecture, interfaces, sequencing, and operational behavior of the TypeScript service.
## 1. Purpose
State what internal runtime is being described.
## 2. Service Boundary
Describe:
- what this service owns
- what it does not own
- how it relates to the root
## 3. Top-Level Service Tree
Define the required folders and files.
## 4. Core Runtime Modules
For each core file, include:
- purpose
- responsibilities
- dependencies
## 5. Contract Modules
List the required contract files and what each exports.
## 6. Planner Modules
Describe the planner-related internal modules.
## 7. Prompt Master Modules
Describe the prompt-generation-related internal modules.
## 8. Librarian Modules
Describe the internal routing modules.
## 9. Researcher Modules
Describe the external research modules.
## 10. Worker Modules
Describe worker construction and execution modules.
## 11. Aggregation Modules
Describe evidence aggregation modules.
## 12. Review Modules
Describe review, release, and gating modules.
## 13. Policy Modules
Describe risk, tool, model, and writeback policy modules.
## 14. Adapter Modules
Describe how domain adapters attach to the service.
## 15. Persistence Modules
Describe service-side persistence facades.
## 16. Telemetry Modules
Describe logs, traces, and metrics modules.
## 17. Required Internal Routes
State the minimum internal HTTP surface.
## 18. Mission Execution Sequence
Describe the fixed execution sequence.
## 19. Failure Handling Rules
Describe error propagation and preservation of artifacts.
## 20. Required Interfaces
Define the service-facing TypeScript interfaces.
## 21. Dependency Rules
State allowed and forbidden module dependencies.
## 22. Runtime Safeguards
Define concurrency, timeout, and cancellation rules.
## 23. Provider Abstraction Rules
Define vendor or provider seams.
## 24. Testing Matrix
List required unit and integration suites.
## 25. Implementation Order
State the correct build order inside the service.
## 26. Ticket-Grade Deliverables
List the minimum implementation tickets.
## 27. Bottom Line
Summarize the internal module truth.

View File

@@ -0,0 +1,66 @@
# Prompt Master, Librarian, and Researcher Role Spec
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Role system or context-routing layer]
**Purpose:** Define the behavior, interfaces, and quality controls for the prompt master, librarian, and researcher roles.
## 1. Purpose
State why these roles need an explicit operating contract.
## 2. Why These Roles Matter
Explain the leverage these roles have on downstream execution quality.
## 3. Prompt Master
For the prompt master, define:
- purpose
- inputs
- outputs
- required behavior
- forbidden behavior
- acceptance criteria
## 4. Librarian
For the librarian, define:
- purpose
- inputs
- outputs
- pass shape
- required behavior
- forbidden behavior
- acceptance criteria
## 5. Researcher
For the researcher, define:
- purpose
- inputs
- outputs
- required behavior
- forbidden behavior
- acceptance criteria
## 6. Handshake Contract
Describe the fixed handoff order and required packets before worker launch.
## 7. Operational Metrics
List the role-quality metrics to track.
## 8. Ticket Breakdown
List the minimum tickets required to implement these roles.
## 9. Bottom Line
Summarize the role contract.

View File

@@ -0,0 +1,71 @@
# Deployment, Operations, and Release Readiness Spec
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Deployment boundary, release phase, or operating model]
**Purpose:** Define how the target system is deployed, operated, observed, released, and judged ready for demos or early sales use.
## 1. Purpose
State why this deployment and release plan exists.
## 2. Deployment Topology
Describe:
- public entrypoint
- internal service layout
- persistence authority
- governance boundary
## 3. Environment Contract
List required environment values by service.
## 4. Release Environments
Describe local, staging, and production expectations.
## 5. Observability Requirements
Define:
- logs
- metrics
- traces
- dashboards
## 6. Release Gates
Define the gates for:
- technical integrity
- governance integrity
- operational integrity
- sales integrity
## 7. Failure Runbooks
List the failure modes and expected operator response.
## 8. Rollout Strategy
Describe the enablement sequence.
## 9. Sales Readiness Criteria
Define the minimum conditions for demo-safe or sellable operation.
## 10. Ownership Model
Assign root, service, policy, and product ownership.
## 11. Ticket Breakdown
List the minimum implementation and operations tickets.
## 12. Bottom Line
Summarize the release truth.

View File

@@ -0,0 +1,42 @@
# Implementation Ticket Breakdown and Dependency Matrix
**Date:** [YYYY-MM-DD]
**Status:** [Draft | In Review | Approved]
**Owner:** [Name]
**Reviewers:** [Names]
**Scope:** [Program slice, release train, or subsystem]
**Purpose:** Convert the architecture into an execution-ready ticket graph with dependencies, gating logic, and safe parallelization boundaries.
## 1. Purpose
State what build program this ticket matrix governs.
## 2. Dependency Rules
Define the implementation layers in order.
## 3. Ticket Matrix
For each ticket, include:
- ticket ID
- scope
- depends on
- blocks
- owner
## 4. Parallelization Guidance
State what can safely run in parallel and what must not.
## 5. Acceptance Gates by Ticket Group
Define the major delivery gates and the tickets they require.
## 6. Suggested Ownership Split
Describe the recommended team ownership model.
## 7. Bottom Line
Summarize the sequencing truth.