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feat(platform): finalize commercial runtime, platform shell and hospitality production frontend

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Co-authored-by: Cursor <cursoragent@cursor.com>
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Mortezakoohjani 2026-07-28 20:39:10 +03:30
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docs/README.md
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@ -4,16 +4,14 @@ Permanent source of truth for architecture, standards, registries, deployment, a
## Start Here (every implementation phase)
1. This file
2. [ai-framework/](ai-framework/) — permanent Enterprise / AI Development Framework (read before coding; [ADR-013](architecture/adr/ADR-013.md), [ADR-018](architecture/adr/ADR-018.md))
3. [architecture/](architecture/) and [architecture/adr/](architecture/adr/)
4. [development/project-principles.md](development/project-principles.md)
5. [development/coding-standards.md](development/coding-standards.md)
6. [development/testing-strategy.md](development/testing-strategy.md)
7. [module-registry.md](module-registry.md)
8. [provider-registry.md](provider-registry.md)
9. [glossary.md](glossary.md)
10. Relevant [phases/](phases/) docs
1. [`project-status.yaml`](project-status.yaml) — **first** (execution dashboard; do not full-scan when present)
2. This file
3. [ai-framework/](ai-framework/) — permanent Enterprise / AI Development Framework (read before coding; [ADR-013](architecture/adr/ADR-013.md), [ADR-018](architecture/adr/ADR-018.md))
4. Active-service snapshot + latest handover only (via Project Index)
5. [architecture/](architecture/) and [architecture/adr/](architecture/adr/) **only if referenced**
6. [development/project-principles.md](development/project-principles.md) when required by stage
7. [module-registry.md](module-registry.md) / [glossary.md](glossary.md) as cache-eligible ALWAYS READ
8. Relevant [phases/](phases/) docs for the **current phase only**
If a change affects architecture, APIs, providers, or module boundaries: **update documentation first**, then code.
@ -23,6 +21,7 @@ If a change affects architecture, APIs, providers, or module boundaries: **updat
| Document | Responsibility |
| --- | --- |
| [project-status.yaml](project-status.yaml) / [project-status.md](project-status.md) | **Single execution dashboard** — critical_path, execution_priority, deployment_readiness (read first) |
| [progress.md](progress.md) | Completed work only |
| [roadmap.md](roadmap.md) | Future roadmap only |
| [next-steps.md](next-steps.md) | Immediate next milestone only |
@ -109,6 +108,7 @@ If a change affects architecture, APIs, providers, or module boundaries: **updat
| Document | Responsibility |
| --- | --- |
| [ai-framework/README.md](ai-framework/README.md) | Framework purpose, usage, reading order |
| [project-status.yaml](project-status.yaml) | Single execution dashboard — critical_path / priorities / readiness |
| [ai-framework/master-prompt.md](ai-framework/master-prompt.md) | Global implementation rules |
| [ai-framework/enterprise-phase-discovery.md](ai-framework/enterprise-phase-discovery.md) | Mandatory pre-implementation discovery |
| [ai-framework/definition-of-done.md](ai-framework/definition-of-done.md) | Mandatory Definition of Done |
@ -153,6 +153,7 @@ No implementation phase is complete until:
- [ ] Provider Registry updated (if required)
- [ ] Progress updated
- [ ] Next Steps updated
- [ ] Project Status updated ([project-status.yaml](project-status.yaml) + [project-status.md](project-status.md))
- [ ] Architecture validation passed
- [ ] Boundary rules respected ([ai-framework/boundary-rules.md](ai-framework/boundary-rules.md))
- [ ] Enterprise Completeness signed off ([ai-framework/enterprise-completeness.md](ai-framework/enterprise-completeness.md))

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@ -20,10 +20,12 @@ Historical name: *AI Development Framework* ([ADR-013](../architecture/adr/ADR-0
| Concern | Authority |
| --- | --- |
| What remains / what to execute next | [`docs/project-status.yaml`](../project-status.yaml) — `execution_priority` + `critical_path` + `deployment_readiness` |
| Which documents to load | [runtime-read-policy.md](runtime-read-policy.md) |
| Path resolution (active service) | [project-index.yaml](project-index.yaml) |
| How to implement any phase | This framework (`docs/ai-framework/`) |
| Technical architecture decisions | `docs/architecture/` + ADRs |
| What was completed / what’s next | `progress.md` / `next-steps.md` / `roadmap.md` |
| What was completed / what’s next (narrative) | `progress.md` / `next-steps.md` / `roadmap.md` |
| Module ownership | `module-boundaries.md` + `module-registry.md` |
Phase prompts describe **only** the current phase. Permanent rules live here. Agents must not wait for a phase prompt to restate enterprise artifacts.
@ -41,16 +43,18 @@ Phase prompts describe **only** the current phase. Permanent rules live here. Ag
Every implementation phase starts here:
1. [docs/README.md](../README.md)
2. This file (`docs/ai-framework/README.md`)
3. [master-prompt.md](master-prompt.md)
4. [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) · [boundary-rules.md](boundary-rules.md)
5. [development-loop.md](development-loop.md)
6. [prompt-rules.md](prompt-rules.md) · [cursor-guidelines.md](cursor-guidelines.md)
7. [quality-gates.md](quality-gates.md) · [enterprise-completeness.md](enterprise-completeness.md)
8. Relevant templates (service / module / entity / repository / service-layer / api / event / testing / documentation)
9. [phase-manifest.yaml](phase-manifest.yaml) · [service-manifest.yaml](service-manifest.yaml)
10. Then architecture, ADRs, development standards, registries, glossary, and the phase’s own docs
1. [`docs/project-status.yaml`](../project-status.yaml) (**first** — execution dashboard)
2. [docs/README.md](../README.md)
3. This file (`docs/ai-framework/README.md`)
4. [master-prompt.md](master-prompt.md)
5. [runtime-read-policy.md](runtime-read-policy.md) · [context-cache-policy.md](context-cache-policy.md) · [service-snapshot-policy.md](service-snapshot-policy.md)
6. [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) · [boundary-rules.md](boundary-rules.md)
7. [development-loop.md](development-loop.md)
8. [prompt-rules.md](prompt-rules.md) · [cursor-guidelines.md](cursor-guidelines.md)
9. [quality-gates.md](quality-gates.md) · [enterprise-completeness.md](enterprise-completeness.md)
10. Relevant templates (service / module / entity / repository / service-layer / api / event / testing / documentation)
11. [phase-manifest.yaml](phase-manifest.yaml) · [service-manifest.yaml](service-manifest.yaml) · [project-index.yaml](project-index.yaml)
12. Active-service snapshot + latest handover only — then architecture/ADRs **if referenced**
## Lifecycle

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docs/ai-framework/boundary-rules.md
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@ -34,6 +34,7 @@ Canonical ownership: [module-boundaries.md](../architecture/module-boundaries.md
1. Journal entries only via Accounting Posting Engine ([ADR-010](../architecture/adr/ADR-010.md)).
2. Messaging providers only inside Communication ([ADR-012](../architecture/adr/ADR-012.md)).
3. Product AI remains optional and independent ([ai-architecture.md](../architecture/ai-architecture.md)).
4. Public-surface cross-service attachments use **`publish_id`** only ([ADR-022](../architecture/adr/ADR-022.md)) — never Experience/vertical internal tables as the integration key.
## Frontend / Backend

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@ -2,7 +2,7 @@
**Incremental Context Loading** for TorbatYar AI-assisted phases.
Works with [runtime-read-policy.md](runtime-read-policy.md) and [service-snapshot-policy.md](service-snapshot-policy.md). The read policy decides **which** documents may load; this policy decides **whether to re-read** a document or reuse cached context. **[project-index.yaml](project-index.yaml) is always reloaded first** — never scan folders to resolve paths.
Works with [runtime-read-policy.md](runtime-read-policy.md) and [service-snapshot-policy.md](service-snapshot-policy.md). The read policy decides **which** documents may load; this policy decides **whether to re-read** a document or reuse cached context. **[`docs/project-status.yaml`](../project-status.yaml) is always reloaded first**, then [project-index.yaml](project-index.yaml) — never scan folders to resolve paths.
## Goals
@ -29,13 +29,14 @@ These files **MUST** be read from disk at the start of every phase — never ser
| Document | Path |
| --- | --- |
| Project Status | [project-status.yaml](../project-status.yaml) |
| Project Index | [project-index.yaml](project-index.yaml) |
| Phase manifest | [phase-manifest.yaml](phase-manifest.yaml) |
| Service manifest | [service-manifest.yaml](service-manifest.yaml) |
| Service snapshot | From Project Index `snapshot_file` for active service |
| Service snapshot | From project-status / Project Index for active service |
| Next steps | [next-steps.md](../next-steps.md) |
| Progress | [progress.md](../progress.md) |
| Latest phase handover | From Project Index `latest_handover` for active service |
| Latest phase handover | From project-status / Project Index for active service |
Also always load the **current phase brief** (phase doc or prompt) when assigned — it is new each phase.
@ -77,12 +78,12 @@ After the first load in a workstream, treat unchanged framework docs as cache hi
## Phase entry procedure
1. Follow [runtime-read-policy.md](runtime-read-policy.md) execution entry — **Project Index first**.
1. Follow [runtime-read-policy.md](runtime-read-policy.md) execution entry — **Project Status first**, then Project Index.
2. **Always reload** the [Always reload](#always-reload-every-new-phase) set.
3. **Apply** read policy to determine additional in-scope paths (never folder scans).
3. **Apply** read policy to determine additional in-scope paths (never folder scans; never unrelated services when project-status exists).
4. For each in-scope path not in Always reload: **check cache** → reload only if changed.
5. Run [Enterprise Phase Discovery](enterprise-phase-discovery.md) from index + snapshot + reloaded inputs.
6. After phase completion: update Project Index; regenerate snapshot; invalidate cache for modified docs.
5. Run [Enterprise Phase Discovery](enterprise-phase-discovery.md) from project-status + index + snapshot + reloaded inputs.
6. After phase completion: update Project Status; update Project Index; regenerate snapshot; invalidate cache for modified docs.
## Cache invalidation
@ -90,8 +91,8 @@ Invalidate (force reload on next access) when:
| Event | Action |
| --- | --- |
| Phase completes | Update Project Index; regenerate snapshot; invalidate progress, next-steps, manifests, handover |
| New service registered | Add Project Index entry; add service-manifest entry |
| Phase completes | Update Project Status; update Project Index; regenerate snapshot; invalidate progress, next-steps, manifests, handover |
| New service registered | Add Project Status row; add Project Index entry; add service-manifest entry |
| Doc edited in phase | Invalidate that path |
| Framework upgrade phase | Invalidate changed framework docs only |
| New ADR accepted | Invalidate that ADR path and any dependent cached architecture refs |
@ -103,10 +104,11 @@ Do **not** invalidate the full cache on every phase — only changed paths and a
| Policy | Responsibility |
| --- | --- |
| [project-index.yaml](project-index.yaml) | Single discovery entry — services, snapshots, roadmaps, handovers |
| [service-snapshot-policy.md](service-snapshot-policy.md) | Compact service state — always reload via index path |
| [project-index.yaml](project-index.yaml) | Path resolver for active service (after Project Status) |
| [service-snapshot-policy.md](service-snapshot-policy.md) | Compact service state — always reload via status/index path |
| [runtime-read-policy.md](runtime-read-policy.md) | Tiers, triggers, NEVER AUTO READ — what may load |
| [context-cache-policy.md](context-cache-policy.md) | Incremental loading — whether to re-read or reuse |
| [project-status.yaml](../project-status.yaml) | Platform execution dashboard — always reload first |
Read policy ALWAYS READ tier splits as:
@ -126,6 +128,7 @@ READ ONLY IF REFERENCED: load on first trigger; cache thereafter until changed.
## Related Documents
- [Project Status](../project-status.yaml)
- [Project Index](project-index.yaml)
- [Service Snapshot Policy](service-snapshot-policy.md)
- [Runtime Read Policy](runtime-read-policy.md)

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@ -1,87 +1,87 @@
# Cursor Guidelines
Cursor-specific workflow for TorbatYar implementation phases.
General prompt behavior: [prompt-rules.md](prompt-rules.md). Lifecycle: [development-loop.md](development-loop.md).
Enterprise defaults: [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) · [ADR-018](../architecture/adr/ADR-018.md) · [ADR-019](../architecture/adr/ADR-019.md).
## Document Loading
Follow [Runtime Read Policy](runtime-read-policy.md).
Do not start coding before **Enterprise Phase Discovery**, Business Analysis, and Architecture Validation complete.
## Discovery Order (before coding)
1. Follow [Runtime Read Policy](runtime-read-policy.md)
2. Inventory existing codebase, APIs, domain model, events, permissions, aggregates, tests, docs
3. Publish Discovery Record (baseline, target, gaps, promoted scope, exclusions)
4. Only then proceed to Domain Modeling / Implementation
## Implementation Order
1. ADR/docs if a new decision is required
2. Domain modeling notes in the phase doc (aggregates, entities, DTOs) for Discovery-promoted scope
3. Models / migrations ([entity-template.md](entity-template.md))
4. Repositories with tenant/soft-delete/page/filter/sort/search ([repository-template.md](repository-template.md))
5. Specifications · Policies · Validators
6. Commands · Queries · Services + events ([service-layer-template.md](service-layer-template.md), [event-template.md](event-template.md))
7. API routers + DTOs + OpenAPI ([api-template.md](api-template.md)); Health / Capabilities / Metrics / Permissions as required
8. Configuration, feature flags, seeds, background jobs when required
9. Provider adapters only if this service owns them
10. Frontend only if the phase explicitly includes UI
11. Keep diffs scoped to the phase — no drive-by refactors
12. Close every Discovery Missing→Implement gap — do not stop at CRUD
## Documentation Order
1. Publish Discovery Record in the phase doc **before** claiming Implementation progress
2. Draft/update phase doc (Business Analysis + Domain Model) during or immediately after implementation
3. Update registries and manifests
4. Update reference catalogs when public surface changed
5. Update progress (completed) and next-steps (next milestone)
6. Fill handover ([phase-handover.md](phase-handover.md)) including Discovery summary + Enterprise Completeness + DoD
7. ADR index if a new ADR was added
8. Follow [documentation-template.md](documentation-template.md)
## Validation Order
1. Automated tests ([testing-template.md](testing-template.md))
2. Self audit (Discovery gaps closed, scope creep, unfinished claimed work, layering, tenancy, secrets, mandatory artifacts)
3. Enterprise Completeness ([enterprise-completeness.md](enterprise-completeness.md))
4. Quality gates ([quality-gates.md](quality-gates.md)) including Discovery gate
5. Definition of Done ([definition-of-done.md](definition-of-done.md))
6. Link / cross-reference / manifest checks for doc changes
7. Repair loop until green — **implement** missing required work
## Loop Behavior
- Follow [development-loop.md](development-loop.md) stages strictly.
- On gate failure: fix root cause (implement missing artifact), re-validate, do not skip gates.
- On architecture conflict: stop coding; fix ADR/docs first.
- On boundary temptation (other service / future phase): stop; integrate or defer per [boundary-rules.md](boundary-rules.md).
- Prefer existing sibling service patterns (Accounting, CRM, Loyalty, Communication, platform services).
## Completion Behavior
- Phase is complete only when Completion Rules in [development-loop.md](development-loop.md), Discovery gaps closed, and [definition-of-done.md](definition-of-done.md) are satisfied.
- Print a concise completion summary for the user (include Discovery + completeness/DoD confirmation).
- **Stop** — do not begin the next phase unless the user explicitly requests it.
- Do not commit unless the user asks ([project git norms](../development/branching-strategy.md)).
## Cursor Tooling Notes
- Use the repo’s docs and code as source of truth; do not invent registries.
- Discovery must inspect the real codebase/APIs/tests — do not Discovery from the phase brief alone.
- Run pytest for the touched service before claiming tests passed.
- For docs-only phases (like framework upgrades), run documentation/link/manifest validation instead of service pytest; still produce a Discovery Record against docs/manifests.
- Never modify unrelated completed business phases when upgrading the framework.
## Related Documents
- [Master Prompt](master-prompt.md)
- [Prompt Rules](prompt-rules.md)
- [Enterprise Phase Discovery](enterprise-phase-discovery.md)
- [Definition of Done](definition-of-done.md)
- [Quality Gates](quality-gates.md)
- [Developer Guide](../development/developer-guide.md)
# Cursor Guidelines
Cursor-specific workflow for TorbatYar implementation phases.
General prompt behavior: [prompt-rules.md](prompt-rules.md). Lifecycle: [development-loop.md](development-loop.md).
Enterprise defaults: [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) · [ADR-018](../architecture/adr/ADR-018.md) · [ADR-019](../architecture/adr/ADR-019.md).
## Document Loading
Follow [Runtime Read Policy](runtime-read-policy.md).
Do not start coding before **Enterprise Phase Discovery**, Business Analysis, and Architecture Validation complete.
## Discovery Order (before coding)
1. Follow [Runtime Read Policy](runtime-read-policy.md)
2. Inventory existing codebase, APIs, domain model, events, permissions, aggregates, tests, docs
3. Publish Discovery Record (baseline, target, gaps, promoted scope, exclusions)
4. Only then proceed to Domain Modeling / Implementation
## Implementation Order
1. ADR/docs if a new decision is required
2. Domain modeling notes in the phase doc (aggregates, entities, DTOs) for Discovery-promoted scope
3. Models / migrations ([entity-template.md](entity-template.md))
4. Repositories with tenant/soft-delete/page/filter/sort/search ([repository-template.md](repository-template.md))
5. Specifications · Policies · Validators
6. Commands · Queries · Services + events ([service-layer-template.md](service-layer-template.md), [event-template.md](event-template.md))
7. API routers + DTOs + OpenAPI ([api-template.md](api-template.md)); Health / Capabilities / Metrics / Permissions as required
8. Configuration, feature flags, seeds, background jobs when required
9. Provider adapters only if this service owns them
10. Frontend only if the phase explicitly includes UI
11. Keep diffs scoped to the phase — no drive-by refactors
12. Close every Discovery Missing→Implement gap — do not stop at CRUD
## Documentation Order
1. Publish Discovery Record in the phase doc **before** claiming Implementation progress
2. Draft/update phase doc (Business Analysis + Domain Model) during or immediately after implementation
3. Update registries and manifests
4. Update reference catalogs when public surface changed
5. Update progress (completed) and next-steps (next milestone)
6. Fill handover ([phase-handover.md](phase-handover.md)) including Discovery summary + Enterprise Completeness + DoD
7. ADR index if a new ADR was added
8. Follow [documentation-template.md](documentation-template.md)
## Validation Order
1. Automated tests ([testing-template.md](testing-template.md))
2. Self audit (Discovery gaps closed, scope creep, unfinished claimed work, layering, tenancy, secrets, mandatory artifacts)
3. Enterprise Completeness ([enterprise-completeness.md](enterprise-completeness.md))
4. Quality gates ([quality-gates.md](quality-gates.md)) including Discovery gate
5. Definition of Done ([definition-of-done.md](definition-of-done.md))
6. Link / cross-reference / manifest checks for doc changes
7. Repair loop until green — **implement** missing required work
## Loop Behavior
- Follow [development-loop.md](development-loop.md) stages strictly.
- On gate failure: fix root cause (implement missing artifact), re-validate, do not skip gates.
- On architecture conflict: stop coding; fix ADR/docs first.
- On boundary temptation (other service / future phase): stop; integrate or defer per [boundary-rules.md](boundary-rules.md).
- Prefer existing sibling service patterns (Accounting, CRM, Loyalty, Communication, platform services).
## Completion Behavior
- Phase is complete only when Completion Rules in [development-loop.md](development-loop.md), Discovery gaps closed, and [definition-of-done.md](definition-of-done.md) are satisfied.
- Print a concise completion summary for the user (include Discovery + completeness/DoD confirmation).
- **Stop** — do not begin the next phase unless the user explicitly requests it.
- Do not commit unless the user asks ([project git norms](../development/branching-strategy.md)).
## Cursor Tooling Notes
- Use the repo’s docs and code as source of truth; do not invent registries.
- Discovery must inspect the real codebase/APIs/tests — do not Discovery from the phase brief alone.
- Run pytest for the touched service before claiming tests passed.
- For docs-only phases (like framework upgrades), run documentation/link/manifest validation instead of service pytest; still produce a Discovery Record against docs/manifests.
- Never modify unrelated completed business phases when upgrading the framework.
## Related Documents
- [Master Prompt](master-prompt.md)
- [Prompt Rules](prompt-rules.md)
- [Enterprise Phase Discovery](enterprise-phase-discovery.md)
- [Definition of Done](definition-of-done.md)
- [Quality Gates](quality-gates.md)
- [Developer Guide](../development/developer-guide.md)

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@ -4,16 +4,16 @@ Permanent implementation lifecycle for every TorbatYar phase.
Agents and humans follow these stages in order. After Quality Gates or Enterprise Completeness fail, enter the Automatic Repair Loop until all gates pass **and** missing required artifacts are implemented, then complete.
**Document loading:** Start from [project-index.yaml](project-index.yaml) per [runtime-read-policy.md](runtime-read-policy.md) execution entry. Never scan repository folders.
**Document loading:** Start from [`docs/project-status.yaml`](../project-status.yaml) per [runtime-read-policy.md](runtime-read-policy.md) execution entry. When project-status exists, do not inspect unrelated services. Never scan repository folders.
Canonical mandates: [project-index.yaml](project-index.yaml) · [runtime-read-policy.md](runtime-read-policy.md) · [context-cache-policy.md](context-cache-policy.md) · [service-snapshot-policy.md](service-snapshot-policy.md) · [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) · [boundary-rules.md](boundary-rules.md) · [ADR-018](../architecture/adr/ADR-018.md) · [ADR-019](../architecture/adr/ADR-019.md).
Canonical mandates: [project-status.yaml](../project-status.yaml) · [project-index.yaml](project-index.yaml) · [runtime-read-policy.md](runtime-read-policy.md) · [context-cache-policy.md](context-cache-policy.md) · [service-snapshot-policy.md](service-snapshot-policy.md) · [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) · [boundary-rules.md](boundary-rules.md) · [ADR-018](../architecture/adr/ADR-018.md) · [ADR-019](../architecture/adr/ADR-019.md).
## 1. Enterprise Phase Discovery
**Mandatory before Implementation.** Full procedure: [enterprise-phase-discovery.md](enterprise-phase-discovery.md).
1. Load [project-index.yaml](project-index.yaml); resolve active service entry; follow [runtime-read-policy.md](runtime-read-policy.md) execution entry (steps 2–8).
2. Synthesize **Discovery Inputs** from Project Index + snapshot + policy mapping per [enterprise-phase-discovery.md](enterprise-phase-discovery.md).
1. Load [`docs/project-status.yaml`](../project-status.yaml) first; resolve next work from `execution_priority` (critical→future) and `critical_path`; then load [project-index.yaml](project-index.yaml) and follow [runtime-read-policy.md](runtime-read-policy.md) execution entry for the **active service only**.
2. Synthesize **Discovery Inputs** from Project Status + Project Index + snapshot + policy mapping per [enterprise-phase-discovery.md](enterprise-phase-discovery.md).
3. Confirm Objective, Scope, Out of Scope, Dependencies, and Required Services from [phase-manifest.yaml](phase-manifest.yaml) and the phase brief.
4. Inventory baseline vs target responsibility for **this phase only**.
5. Run the Missing Capability Checklist; never assume CRUD is sufficient.
@ -103,10 +103,11 @@ Canonical mandates: [project-index.yaml](project-index.yaml) · [runtime-read-po
4. Update [phase-manifest.yaml](phase-manifest.yaml) / [service-manifest.yaml](service-manifest.yaml) status and versions.
5. Fill [phase-handover.md](phase-handover.md) including Discovery summary and Enterprise Completeness Sign-Off.
6. Update [project-index.yaml](project-index.yaml) for the owning service (version, phase, next phase, handover, snapshot path).
7. Regenerate service snapshot per [service-snapshot-policy.md](service-snapshot-policy.md).
8. Invalidate [context-cache-policy.md](context-cache-policy.md) entries for every doc modified in this phase.
7. Update [`docs/project-status.yaml`](../project-status.yaml) and [`docs/project-status.md`](../project-status.md) per `automatic_update_rules`: completed/remaining phases, deployment_readiness, percentages, critical_path, execution_priority, service completion, timestamps. **Do not** set deprecated `next_recommended_phase`.
8. Regenerate service snapshot per [service-snapshot-policy.md](service-snapshot-policy.md).
9. Invalidate [context-cache-policy.md](context-cache-policy.md) entries for every doc modified in this phase.
**Exit:** Docs consistent with code; Project Index and snapshot updated; cache invalidated for changed paths.
**Exit:** Docs consistent with code; Project Status, Project Index, and snapshot updated; cache invalidated for changed paths.
## 9. Enterprise Completeness Verification
@ -149,7 +150,7 @@ A phase may be marked complete only when:
6. Enterprise Completeness signed off.
7. Quality gates all Pass.
8. Handover package is complete ([phase-handover.md](phase-handover.md)).
9. Service snapshot regenerated and Project Index updated ([service-snapshot-policy.md](service-snapshot-policy.md), [project-index.yaml](project-index.yaml)).
9. Service snapshot regenerated; Project Index updated; **Project Status updated** ([service-snapshot-policy.md](service-snapshot-policy.md), [project-index.yaml](project-index.yaml), [project-status.yaml](../project-status.yaml)).
10. [progress.md](../progress.md) records completion; [next-steps.md](../next-steps.md) points to the next milestone.
11. No TODO remains for claimed deliverables.
12. Final verification checklist in [docs/README.md](../README.md) Phase Completion Gate is satisfied.
@ -159,6 +160,7 @@ After completion: stop. Do not start the next phase unless explicitly requested.
## Related Documents
- [Project Status](../project-status.yaml)
- [Project Index](project-index.yaml)
- [Runtime Read Policy](runtime-read-policy.md)
- [Context Cache Policy](context-cache-policy.md)

351
docs/ai-framework/master-prompt.md
View File

@ -1,175 +1,176 @@
# Master Prompt — Global Project Rules
Permanent instructions for every AI-assisted implementation on TorbatYar.
**Do not copy this file into phase prompts.** Phase prompts reference it and describe only the current phase ([prompt-rules.md](prompt-rules.md)).
The framework is the **single source of truth** for how phases are executed ([ADR-013](../architecture/adr/ADR-013.md), [ADR-018](../architecture/adr/ADR-018.md)). Enterprise production quality is the **default** — not an optional add-on prompt.
**Document loading:** Start from [project-index.yaml](project-index.yaml) — then [Runtime Read Policy](runtime-read-policy.md), [Context Cache Policy](context-cache-policy.md), service snapshot, manifests, latest handover. Never scan repository folders for discovery.
## Global Project Rules
1. TorbatYar is a multi-tenant, modular, API-first, microservice-ready SuperApp SaaS.
2. Source of truth for docs: [`docs/README.md`](../README.md). Code and docs ship together.
3. Brand, colors, and secrets are never hardcoded — config / `.env` / database only.
4. Frontend (`frontend/`) and Backend (`backend/`) are strictly separated ([ADR-002](../architecture/adr/ADR-002.md)).
5. No phase is complete with failing tests, missing docs, broken links, leftover TODOs for claimed work, or incomplete Definition of Done.
6. If implementation conflicts with architecture or ADRs: **stop**, explain, fix docs/ADR first, then code.
7. Do not modify unrelated completed modules when executing a scoped phase.
8. Prefer extending existing patterns from Core, Identity, Accounting, CRM, Loyalty, Communication, and later platform services over inventing new structures.
9. **CRUD is never sufficient** for phase completion ([definition-of-done.md](definition-of-done.md)).
## Enterprise Completeness Rules
1. **Enterprise Phase Discovery is mandatory** before Implementation ([enterprise-phase-discovery.md](enterprise-phase-discovery.md), [ADR-019](../architecture/adr/ADR-019.md)).
2. Every implementation phase automatically includes all [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) applicable to its boundary.
3. Satisfy [definition-of-done.md](definition-of-done.md) before marking Complete.
4. Verify [enterprise-completeness.md](enterprise-completeness.md) dimensions; implement any missing **current-phase** requirement before Complete.
5. If the roadmap describes a module only at a high level, **derive** every missing technical component for production readiness **inside this phase** — without pulling future-phase product features forward.
6. Quality gates include Discovery and enterprise completeness checks ([quality-gates.md](quality-gates.md)).
7. Never assume CRUD is sufficient; Discovery gap analysis rejects CRUD-only scope.
## Architecture Rules
1. Database-per-service — no cross-DB queries or foreign keys ([ADR-001](../architecture/adr/ADR-001.md)).
2. Inter-service communication: REST, Webhook, Async Event, Outbox/Inbox only ([ADR-006](../architecture/adr/ADR-006.md)).
3. Internal layering: `API → Services → Repositories → Models` ([service-architecture.md](../architecture/service-architecture.md)), with Commands, Queries, Policies, Specifications, Validators as required.
4. Business logic only in Services (or command handlers); repositories are persistence-only; routers stay thin ([project-principles.md](../development/project-principles.md)).
5. Respect [module-boundaries.md](../architecture/module-boundaries.md) and [boundary-rules.md](boundary-rules.md) — never take ownership of another module’s aggregates.
6. Accounting journal entries only via Posting Engine ([ADR-010](../architecture/adr/ADR-010.md)).
7. Product AI is optional and independent ([ai-architecture.md](../architecture/ai-architecture.md)) — core flows must work when AI is off.
8. New architectural decisions require a new ADR before conflicting implementation ([adr/](../architecture/adr/)).
## Boundary Rules (summary)
Full text: [boundary-rules.md](boundary-rules.md).
1. Never implement responsibilities owned by another service.
2. Never duplicate business logic across services.
3. Never access another service database.
4. Only integrate through APIs, Events, and Provider interfaces.
5. Never move functionality from future phases into the current phase.
## Multi-Tenancy Rules
1. Every business table carries `tenant_id` ([ADR-003](../architecture/adr/ADR-003.md)).
2. Every business read/write filters by tenant context.
3. No cross-tenant queries; platform-admin exceptions must be explicit and audited.
4. Resolve tenant via documented order ([multi-tenant-architecture.md](../architecture/multi-tenant-architecture.md)): `X-Tenant-ID` / slug / host / `current_tenant_id`.
5. Tenant-aware APIs require tenant middleware/deps and negative isolation tests.
6. Entitlement checks go through Core for gated features.
## Service Boundaries
1. Each independent service owns exactly one database and its Alembic migrations.
2. Services must not import another service’s models, repositories, or private modules.
3. Cross-service references use external IDs / refs only — never shared tables.
4. Provider adapters live inside the owning service (e.g. SMS providers in Communication only — [ADR-012](../architecture/adr/ADR-012.md)).
5. Shared library (`backend/shared-lib`) holds envelopes, JWT helpers, exceptions — not business workflows.
6. Register new services in [service-manifest.yaml](service-manifest.yaml), [project-index.yaml](project-index.yaml), and [module-registry.md](../module-registry.md).
## Documentation Rules
1. Update documentation in the same phase as code ([documentation-template.md](documentation-template.md)).
2. Never overwrite accepted ADRs; supersede them.
3. Update [progress.md](../progress.md) only for completed work; [roadmap.md](../roadmap.md) for future; [next-steps.md](../next-steps.md) for the immediate milestone.
4. Keep [module-registry.md](../module-registry.md) and [provider-registry.md](../provider-registry.md) current.
5. Use glossary terms from [glossary.md](../glossary.md).
6. Cross-link architecture, ADR, registries, development standards, and reference docs.
7. No undocumented public API, event, permission tree, or migration for the phase.
8. Framework permanent rules live under `docs/ai-framework/` — do not duplicate them elsewhere.
9. OpenAPI must reflect new/changed routes before Complete.
## Coding Rules
1. Follow [coding-standards.md](../development/coding-standards.md).
2. Python 3.11+ with type hints on public functions; English names.
3. Pydantic DTOs for request/response — never return ORM models from APIs.
4. Feature keys: `{service}.{resource}.{action}`; permissions: `{service}.*` trees.
5. Events: `{aggregate}.{past_tense}` (or service-prefixed where already established, e.g. `crm.*`, `loyalty.*`).
6. Migrations: reviewed Alembic revisions; no silent destructive changes without phase scope.
7. No wildcard imports; raise shared exceptions with stable error codes.
8. Soft delete, optimistic locking, audit actors, pagination/filter/sort/search where collections and concurrency require them ([mandatory-phase-artifacts.md](mandatory-phase-artifacts.md)).
9. Prefer explicit Commands, Queries, Policies, Specifications packages (or equivalent documented patterns).
10. Dependency injection via constructors / FastAPI deps — no hidden globals for domain services.
## Quality Rules
1. Pass all gates in [quality-gates.md](quality-gates.md).
2. Mandatory tests per [testing-template.md](testing-template.md) and [testing-strategy.md](../development/testing-strategy.md).
3. Architecture, tenant isolation, permission, security, performance, and documentation validation are required for service/module phases.
4. Automatic repair loop until gates are green — **implement missing required artifacts**, do not weaken gates ([development-loop.md](development-loop.md)).
5. Self-audit before claiming completion ([phase-handover.md](phase-handover.md)).
6. Enterprise Completeness sign-off required ([enterprise-completeness.md](enterprise-completeness.md)).
## AI Implementation Rules
1. Load [project-index.yaml](project-index.yaml) first; then Runtime Read Policy, Context Cache Policy, service snapshot, manifests, latest handover; follow [cursor-guidelines.md](cursor-guidelines.md) for implementation order. Never scan folders to discover services or docs.
2. Run [Enterprise Phase Discovery](enterprise-phase-discovery.md) before Implementation — baseline from service snapshot + latest handover; synthesize remaining inputs per policy mapping.
3. Implement only the current phase scope (Discovery-promoted) — no speculative future-phase features.
4. Do not weaken security, tenancy, or boundaries to “make it work.”
5. Prefer contracts/protocols for platform dependencies; do not implement foreign platforms inside a business module.
6. When blocked by missing architecture: create/update ADR and docs first.
7. Never invent permanent global rules inside a phase prompt — extend this framework instead.
8. On inconsistency: repair automatically and re-validate.
9. Production readiness is automatic — do not ask whether to add health, permissions, tests, audit, events, or OpenAPI when they apply to the phase.
## Dependency Rules
1. Depend on Core entitlement and Identity/JWT patterns as documented.
2. Call other services only via versioned HTTP APIs or events.
3. External providers go behind adapters registered in the owning service and [provider-registry.md](../provider-registry.md).
4. Do not add heavy dependencies without documenting them in the service README and requirements.
5. Circular service dependencies are forbidden; use events for inverse flows.
6. Frontend depends on APIs only — never on backend packages.
## Platform Principles
Mirror of [project-principles.md](../development/project-principles.md):
- Tenant-aware · Auditable · Service-layer logic · Thin API · Tests required · Docs required · No TODO in completed phases · No cross-tenant query · Posting Engine only for journals · Compliance independent · AI independent · Event-ready · API-first · Documented · Database-per-service · FE/BE separation · No hardcoded brand/secrets · Docs before conflicting code · Phase completion gate · **Enterprise DoD** · **CRUD never sufficient** · **Boundary rules enforced** · **Enterprise Phase Discovery mandatory**.
## Rules for Adding New Services
1. Follow [service-template.md](service-template.md).
2. Create `backend/services/<name>/` with independent DB, Alembic, health, capabilities, metrics (or justified N/A), permissions, events, providers, commands/queries/policies/specs as applicable.
3. Register in Core service/module registry (when wiring), [service-manifest.yaml](service-manifest.yaml), [project-index.yaml](project-index.yaml), [module-registry.md](../module-registry.md).
4. Document public APIs in [reference/](../reference/) as contracts stabilize; keep OpenAPI accurate.
5. Add compose/env samples only when the phase scopes runtime wiring.
6. Create ADR when the service introduces a platform-level ownership decision.
7. UI belongs in `frontend/` only.
## Rules for Adding New Modules
1. Prefer a module inside an existing owning service when the domain clearly belongs there ([module-template.md](module-template.md)).
2. If the capability is shared across many business domains, create an independent service instead.
3. Update module registry, phase docs, permissions, events, and tests.
4. Deliver full mandatory artifacts for the module’s phase boundary — not CRUD-only.
## Rules for Extending Existing Services
1. Stay within published boundaries; do not absorb foreign aggregates.
2. Additive migrations preferred; breaking API changes require versioning strategy ([api-template.md](api-template.md)).
3. Preserve tenant isolation and audit trails.
4. Update events/catalog, permissions, tests, progress, next-steps, handover, [project-index.yaml](project-index.yaml), and regenerate service snapshot per [service-snapshot-policy.md](service-snapshot-policy.md).
5. Do not “drive-by” refactor unrelated packages.
6. Backward compatibility is a quality gate unless the phase explicitly documents a breaking change with migration notes.
## Related Documents
- [Project Index](project-index.yaml)
- [Runtime Read Policy](runtime-read-policy.md)
- [Context Cache Policy](context-cache-policy.md)
- [Service Snapshot Policy](service-snapshot-policy.md)
- [AI / Enterprise Framework README](README.md)
- [Enterprise Phase Discovery](enterprise-phase-discovery.md)
- [Definition of Done](definition-of-done.md)
- [Mandatory Phase Artifacts](mandatory-phase-artifacts.md)
- [Enterprise Completeness](enterprise-completeness.md)
- [Boundary Rules](boundary-rules.md)
- [Development Loop](development-loop.md)
- [Quality Gates](quality-gates.md)
- [Architecture Overview](../architecture/architecture.md)
- [Project Principles](../development/project-principles.md)
- [ADR Index](../architecture/adr/README.md)
# Master Prompt — Global Project Rules
Permanent instructions for every AI-assisted implementation on TorbatYar.
**Do not copy this file into phase prompts.** Phase prompts reference it and describe only the current phase ([prompt-rules.md](prompt-rules.md)).
The framework is the **single source of truth** for how phases are executed ([ADR-013](../architecture/adr/ADR-013.md), [ADR-018](../architecture/adr/ADR-018.md)). Enterprise production quality is the **default** — not an optional add-on prompt.
**Document loading:** Start from [`docs/project-status.yaml`](../project-status.yaml) (execution dashboard — `execution_priority` + `critical_path` + `deployment_readiness`) — then [project-index.yaml](project-index.yaml), [Runtime Read Policy](runtime-read-policy.md), [Context Cache Policy](context-cache-policy.md), service snapshot, manifests, latest handover. When project-status exists, do **not** full-project-scan or inspect unrelated services. Never scan repository folders for discovery. Deprecated: `next_recommended_phase`.
## Global Project Rules
1. TorbatYar is a multi-tenant, modular, API-first, microservice-ready SuperApp SaaS.
2. Source of truth for docs: [`docs/README.md`](../README.md). Code and docs ship together.
3. Brand, colors, and secrets are never hardcoded — config / `.env` / database only.
4. Frontend (`frontend/`) and Backend (`backend/`) are strictly separated ([ADR-002](../architecture/adr/ADR-002.md)).
5. No phase is complete with failing tests, missing docs, broken links, leftover TODOs for claimed work, or incomplete Definition of Done.
6. If implementation conflicts with architecture or ADRs: **stop**, explain, fix docs/ADR first, then code.
7. Do not modify unrelated completed modules when executing a scoped phase.
8. Prefer extending existing patterns from Core, Identity, Accounting, CRM, Loyalty, Communication, and later platform services over inventing new structures.
9. **CRUD is never sufficient** for phase completion ([definition-of-done.md](definition-of-done.md)).
## Enterprise Completeness Rules
1. **Enterprise Phase Discovery is mandatory** before Implementation ([enterprise-phase-discovery.md](enterprise-phase-discovery.md), [ADR-019](../architecture/adr/ADR-019.md)).
2. Every implementation phase automatically includes all [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) applicable to its boundary.
3. Satisfy [definition-of-done.md](definition-of-done.md) before marking Complete.
4. Verify [enterprise-completeness.md](enterprise-completeness.md) dimensions; implement any missing **current-phase** requirement before Complete.
5. If the roadmap describes a module only at a high level, **derive** every missing technical component for production readiness **inside this phase** — without pulling future-phase product features forward.
6. Quality gates include Discovery and enterprise completeness checks ([quality-gates.md](quality-gates.md)).
7. Never assume CRUD is sufficient; Discovery gap analysis rejects CRUD-only scope.
## Architecture Rules
1. Database-per-service — no cross-DB queries or foreign keys ([ADR-001](../architecture/adr/ADR-001.md)).
2. Inter-service communication: REST, Webhook, Async Event, Outbox/Inbox only ([ADR-006](../architecture/adr/ADR-006.md)).
3. Internal layering: `API → Services → Repositories → Models` ([service-architecture.md](../architecture/service-architecture.md)), with Commands, Queries, Policies, Specifications, Validators as required.
4. Business logic only in Services (or command handlers); repositories are persistence-only; routers stay thin ([project-principles.md](../development/project-principles.md)).
5. Respect [module-boundaries.md](../architecture/module-boundaries.md) and [boundary-rules.md](boundary-rules.md) — never take ownership of another module’s aggregates.
6. Accounting journal entries only via Posting Engine ([ADR-010](../architecture/adr/ADR-010.md)).
7. Product AI is optional and independent ([ai-architecture.md](../architecture/ai-architecture.md)) — core flows must work when AI is off.
8. New architectural decisions require a new ADR before conflicting implementation ([adr/](../architecture/adr/)).
## Boundary Rules (summary)
Full text: [boundary-rules.md](boundary-rules.md).
1. Never implement responsibilities owned by another service.
2. Never duplicate business logic across services.
3. Never access another service database.
4. Only integrate through APIs, Events, and Provider interfaces.
5. Never move functionality from future phases into the current phase.
## Multi-Tenancy Rules
1. Every business table carries `tenant_id` ([ADR-003](../architecture/adr/ADR-003.md)).
2. Every business read/write filters by tenant context.
3. No cross-tenant queries; platform-admin exceptions must be explicit and audited.
4. Resolve tenant via documented order ([multi-tenant-architecture.md](../architecture/multi-tenant-architecture.md)): `X-Tenant-ID` / slug / host / `current_tenant_id`.
5. Tenant-aware APIs require tenant middleware/deps and negative isolation tests.
6. Entitlement checks go through Core for gated features.
## Service Boundaries
1. Each independent service owns exactly one database and its Alembic migrations.
2. Services must not import another service’s models, repositories, or private modules.
3. Cross-service references use external IDs / refs only — never shared tables.
4. Provider adapters live inside the owning service (e.g. SMS providers in Communication only — [ADR-012](../architecture/adr/ADR-012.md)).
5. Shared library (`backend/shared-lib`) holds envelopes, JWT helpers, exceptions — not business workflows.
6. Register new services in [service-manifest.yaml](service-manifest.yaml), [project-index.yaml](project-index.yaml), and [module-registry.md](../module-registry.md).
## Documentation Rules
1. Update documentation in the same phase as code ([documentation-template.md](documentation-template.md)).
2. Never overwrite accepted ADRs; supersede them.
3. Update [progress.md](../progress.md) only for completed work; [roadmap.md](../roadmap.md) for future; [next-steps.md](../next-steps.md) for the immediate milestone.
4. Update [`docs/project-status.yaml`](../project-status.yaml) and [`docs/project-status.md`](../project-status.md) after every Complete phase (mandatory).
5. Keep [module-registry.md](../module-registry.md) and [provider-registry.md](../provider-registry.md) current.
6. Use glossary terms from [glossary.md](../glossary.md).
7. Cross-link architecture, ADR, registries, development standards, and reference docs.
8. No undocumented public API, event, permission tree, or migration for the phase.
9. Framework permanent rules live under `docs/ai-framework/` — do not duplicate them elsewhere.
10. OpenAPI must reflect new/changed routes before Complete.
## Coding Rules
1. Follow [coding-standards.md](../development/coding-standards.md).
2. Python 3.11+ with type hints on public functions; English names.
3. Pydantic DTOs for request/response — never return ORM models from APIs.
4. Feature keys: `{service}.{resource}.{action}`; permissions: `{service}.*` trees.
5. Events: `{aggregate}.{past_tense}` (or service-prefixed where already established, e.g. `crm.*`, `loyalty.*`).
6. Migrations: reviewed Alembic revisions; no silent destructive changes without phase scope.
7. No wildcard imports; raise shared exceptions with stable error codes.
8. Soft delete, optimistic locking, audit actors, pagination/filter/sort/search where collections and concurrency require them ([mandatory-phase-artifacts.md](mandatory-phase-artifacts.md)).
9. Prefer explicit Commands, Queries, Policies, Specifications packages (or equivalent documented patterns).
10. Dependency injection via constructors / FastAPI deps — no hidden globals for domain services.
## Quality Rules
1. Pass all gates in [quality-gates.md](quality-gates.md).
2. Mandatory tests per [testing-template.md](testing-template.md) and [testing-strategy.md](../development/testing-strategy.md).
3. Architecture, tenant isolation, permission, security, performance, and documentation validation are required for service/module phases.
4. Automatic repair loop until gates are green — **implement missing required artifacts**, do not weaken gates ([development-loop.md](development-loop.md)).
5. Self-audit before claiming completion ([phase-handover.md](phase-handover.md)).
6. Enterprise Completeness sign-off required ([enterprise-completeness.md](enterprise-completeness.md)).
## AI Implementation Rules
1. Load [`docs/project-status.yaml`](../project-status.yaml) **first**; choose work via `execution_priority` then `critical_path`; then [project-index.yaml](project-index.yaml), Runtime Read Policy, Context Cache Policy, **only the active service** snapshot/handover, manifests; follow [cursor-guidelines.md](cursor-guidelines.md). Never scan folders or unrelated services when project-status exists.
2. Run [Enterprise Phase Discovery](enterprise-phase-discovery.md) before Implementation — baseline from service snapshot + latest handover; synthesize remaining inputs per policy mapping.
3. Implement only the current phase scope (Discovery-promoted) — no speculative future-phase features.
4. Do not weaken security, tenancy, or boundaries to “make it work.”
5. Prefer contracts/protocols for platform dependencies; do not implement foreign platforms inside a business module.
6. When blocked by missing architecture: create/update ADR and docs first.
7. Never invent permanent global rules inside a phase prompt — extend this framework instead.
8. On inconsistency: repair automatically and re-validate.
9. Production readiness is automatic — do not ask whether to add health, permissions, tests, audit, events, or OpenAPI when they apply to the phase.
## Dependency Rules
1. Depend on Core entitlement and Identity/JWT patterns as documented.
2. Call other services only via versioned HTTP APIs or events.
3. External providers go behind adapters registered in the owning service and [provider-registry.md](../provider-registry.md).
4. Do not add heavy dependencies without documenting them in the service README and requirements.
5. Circular service dependencies are forbidden; use events for inverse flows.
6. Frontend depends on APIs only — never on backend packages.
## Platform Principles
Mirror of [project-principles.md](../development/project-principles.md):
- Tenant-aware · Auditable · Service-layer logic · Thin API · Tests required · Docs required · No TODO in completed phases · No cross-tenant query · Posting Engine only for journals · Compliance independent · AI independent · Event-ready · API-first · Documented · Database-per-service · FE/BE separation · No hardcoded brand/secrets · Docs before conflicting code · Phase completion gate · **Enterprise DoD** · **CRUD never sufficient** · **Boundary rules enforced** · **Enterprise Phase Discovery mandatory**.
## Rules for Adding New Services
1. Follow [service-template.md](service-template.md).
2. Create `backend/services/<name>/` with independent DB, Alembic, health, capabilities, metrics (or justified N/A), permissions, events, providers, commands/queries/policies/specs as applicable.
3. Register in Core service/module registry (when wiring), [service-manifest.yaml](service-manifest.yaml), [project-index.yaml](project-index.yaml), [module-registry.md](../module-registry.md).
4. Document public APIs in [reference/](../reference/) as contracts stabilize; keep OpenAPI accurate.
5. Add compose/env samples only when the phase scopes runtime wiring.
6. Create ADR when the service introduces a platform-level ownership decision.
7. UI belongs in `frontend/` only.
## Rules for Adding New Modules
1. Prefer a module inside an existing owning service when the domain clearly belongs there ([module-template.md](module-template.md)).
2. If the capability is shared across many business domains, create an independent service instead.
3. Update module registry, phase docs, permissions, events, and tests.
4. Deliver full mandatory artifacts for the module’s phase boundary — not CRUD-only.
## Rules for Extending Existing Services
1. Stay within published boundaries; do not absorb foreign aggregates.
2. Additive migrations preferred; breaking API changes require versioning strategy ([api-template.md](api-template.md)).
3. Preserve tenant isolation and audit trails.
4. Update events/catalog, permissions, tests, progress, next-steps, handover, [project-index.yaml](project-index.yaml), and regenerate service snapshot per [service-snapshot-policy.md](service-snapshot-policy.md).
5. Do not “drive-by” refactor unrelated packages.
6. Backward compatibility is a quality gate unless the phase explicitly documents a breaking change with migration notes.
## Related Documents
- [Project Index](project-index.yaml)
- [Runtime Read Policy](runtime-read-policy.md)
- [Context Cache Policy](context-cache-policy.md)
- [Service Snapshot Policy](service-snapshot-policy.md)
- [AI / Enterprise Framework README](README.md)
- [Enterprise Phase Discovery](enterprise-phase-discovery.md)
- [Definition of Done](definition-of-done.md)
- [Mandatory Phase Artifacts](mandatory-phase-artifacts.md)
- [Enterprise Completeness](enterprise-completeness.md)
- [Boundary Rules](boundary-rules.md)
- [Development Loop](development-loop.md)
- [Quality Gates](quality-gates.md)
- [Architecture Overview](../architecture/architecture.md)
- [Project Principles](../development/project-principles.md)
- [ADR Index](../architecture/adr/README.md)

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@ -1,209 +1,209 @@
# Phase Handover
Every implementation phase must deliver this package before completion.
Copy the sections below into the phase document (or attach a phase-specific handover file) and fill every field. Empty sections are only allowed when marked **N/A** with justification.
Enterprise mandates: [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [enterprise-completeness.md](enterprise-completeness.md) · [service-snapshot-policy.md](service-snapshot-policy.md) · [project-index.yaml](project-index.yaml) · [ADR-018](../architecture/adr/ADR-018.md) · [ADR-019](../architecture/adr/ADR-019.md).
## Metadata
| Field | Value |
| --- | --- |
| Phase ID | (from [phase-manifest.yaml](phase-manifest.yaml)) |
| Title | |
| Status | Complete |
| Service(s) | |
| Version | |
| Date | |
| ADR(s) | |
## Enterprise Phase Discovery Summary
| Item | Detail |
| --- | --- |
| Discovery Record location | Phase doc section link |
| Gaps promoted & closed | |
| Exclusions (future / other service) | |
| CRUD-only rejected | Yes |
## Business Analysis Summary
| Item | Detail |
| --- | --- |
| Capabilities delivered | |
| Explicit non-goals honored | |
## Reusable Components
List libraries, engines, providers, shared helpers, or patterns introduced for reuse.
| Component | Location | Reuse notes |
| --- | --- | --- |
| | | |
## Public APIs
| Method | Path | Auth / Permission | Notes |
| --- | --- | --- | --- |
| | | | |
Include Health / Capabilities / Metrics when applicable. Link detailed contracts: [api-reference.md](../reference/api-reference.md), [services-contracts.md](../reference/services-contracts.md). Confirm OpenAPI updated.
## Events
| Event type | Domain / Integration | Payload summary | Version |
| --- | --- | --- | --- |
| | | | |
Catalog: [event-catalog.md](../reference/event-catalog.md). Standards: [event-template.md](event-template.md).
## Permissions
| Permission | Routes / actions |
| --- | --- |
| | |
## Extension Points
Document intentional hooks for future phases (provider protocols, strategy interfaces, feature flags, entitlement keys).
| Extension point | How to extend | Forbidden uses |
| --- | --- | --- |
| | | |
## Known Limitations
Explicit non-goals and temporary constraints (must not be silently omitted).
**Do not** list missing current-phase mandatory artifacts here — those must be implemented before Complete.
-
## Migration Notes
| Item | Detail |
| --- | --- |
| Alembic revision(s) | |
| Upgrade steps | |
| Downgrade support | |
| Data backfill / seeds | |
| Breaking changes | None / described |
## Dependencies
| Dependency | Type | Required for |
| --- | --- | --- |
| | Core / Service / Provider / Docs | |
## Boundary Compliance
- [ ] No foreign service ownership implemented
- [ ] No business logic duplication
- [ ] No cross-DB access
- [ ] Integrations only via API / Events / Providers
- [ ] No future-phase functionality pulled forward
## Enterprise Completeness Sign-Off
Copy from [enterprise-completeness.md](enterprise-completeness.md):
- [ ] Discovery completeness
- [ ] Business completeness
- [ ] Architectural completeness
- [ ] API completeness
- [ ] Permission completeness
- [ ] Capability completeness
- [ ] Event completeness
- [ ] Migration completeness
- [ ] Repository completeness
- [ ] Validation completeness
- [ ] Security completeness
- [ ] Performance completeness
- [ ] Documentation completeness
- [ ] Testing completeness
- [ ] Tenant isolation
- [ ] Provider abstraction
- [ ] Integration completeness
- [ ] Operational readiness
- [ ] Developer experience
- [ ] Maintainability
- [ ] Self Audit
## Definition of Done
- [ ] [definition-of-done.md](definition-of-done.md) checklist satisfied for this phase boundary
- [ ] [enterprise-phase-discovery.md](enterprise-phase-discovery.md) Record complete; Missing→Implement gaps closed
- [ ] CRUD-only delivery rejected / not claimed as complete
- [ ] Applicable [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) delivered or justified N/A
## Service Snapshot Update
Regenerate after every Complete phase for the owning service ([service-snapshot-policy.md](service-snapshot-policy.md)).
| Field | Value |
| --- | --- |
| Snapshot path | From Project Index `snapshot_file` |
| Snapshot version | |
| Last updated | |
| Fields changed | |
Confirm all required snapshot fields reflect this phase's deliverables.
## Project Index Update
Update [project-index.yaml](project-index.yaml) for the owning service on every Complete phase and on service registration.
| Field | Value |
| --- | --- |
| Service identifier | |
| Current version | |
| Current phase | |
| Next phase | |
| Latest handover | |
| Snapshot file | |
## Next Phase Entry
What the next phase must read and assume:
1. [project-index.yaml](project-index.yaml) active service entry (primary discovery)
2. Service snapshot at Project Index `snapshot_file`
3. This handover + phase doc (including Discovery exclusions that become next-phase scope)
4. Updated [module-registry.md](../module-registry.md) / manifests
5. Open limitations that become next-phase scope
6. Suggested next phase ID from Project Index `next_phase` / [next-steps.md](../next-steps.md)
7. Enterprise Framework rules — no need to restate in the next prompt
| Field | Value |
| --- | --- |
| Recommended next phase | |
| Blockers for next phase | |
| Entry checklist | |
## Completion Sign-Off
- [ ] Project Index updated ([project-index.yaml](project-index.yaml))
- [ ] Service snapshot regenerated ([service-snapshot-policy.md](service-snapshot-policy.md))
- [ ] Quality gates passed ([quality-gates.md](quality-gates.md))
- [ ] Enterprise Phase Discovery gate passed
- [ ] Tests green
- [ ] Documentation updated ([documentation-template.md](documentation-template.md))
- [ ] Progress / next-steps / registries updated
- [ ] No TODO for claimed deliverables
- [ ] Self audit completed ([development-loop.md](development-loop.md))
- [ ] Enterprise Completeness signed off
- [ ] Definition of Done satisfied
## Related Documents
- [Project Index](project-index.yaml)
- [Service Snapshot Policy](service-snapshot-policy.md)
- [Phase Template](phase-template.md)
- [Enterprise Phase Discovery](enterprise-phase-discovery.md)
- [Development Loop](development-loop.md)
- [Definition of Done](definition-of-done.md)
- [Enterprise Completeness](enterprise-completeness.md)
- [Boundary Rules](boundary-rules.md)
- [Module Registry](../module-registry.md)
- [Progress](../progress.md)
- [Next Steps](../next-steps.md)
# Phase Handover
Every implementation phase must deliver this package before completion.
Copy the sections below into the phase document (or attach a phase-specific handover file) and fill every field. Empty sections are only allowed when marked **N/A** with justification.
Enterprise mandates: [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [enterprise-completeness.md](enterprise-completeness.md) · [service-snapshot-policy.md](service-snapshot-policy.md) · [project-index.yaml](project-index.yaml) · [ADR-018](../architecture/adr/ADR-018.md) · [ADR-019](../architecture/adr/ADR-019.md).
## Metadata
| Field | Value |
| --- | --- |
| Phase ID | (from [phase-manifest.yaml](phase-manifest.yaml)) |
| Title | |
| Status | Complete |
| Service(s) | |
| Version | |
| Date | |
| ADR(s) | |
## Enterprise Phase Discovery Summary
| Item | Detail |
| --- | --- |
| Discovery Record location | Phase doc section link |
| Gaps promoted & closed | |
| Exclusions (future / other service) | |
| CRUD-only rejected | Yes |
## Business Analysis Summary
| Item | Detail |
| --- | --- |
| Capabilities delivered | |
| Explicit non-goals honored | |
## Reusable Components
List libraries, engines, providers, shared helpers, or patterns introduced for reuse.
| Component | Location | Reuse notes |
| --- | --- | --- |
| | | |
## Public APIs
| Method | Path | Auth / Permission | Notes |
| --- | --- | --- | --- |
| | | | |
Include Health / Capabilities / Metrics when applicable. Link detailed contracts: [api-reference.md](../reference/api-reference.md), [services-contracts.md](../reference/services-contracts.md). Confirm OpenAPI updated.
## Events
| Event type | Domain / Integration | Payload summary | Version |
| --- | --- | --- | --- |
| | | | |
Catalog: [event-catalog.md](../reference/event-catalog.md). Standards: [event-template.md](event-template.md).
## Permissions
| Permission | Routes / actions |
| --- | --- |
| | |
## Extension Points
Document intentional hooks for future phases (provider protocols, strategy interfaces, feature flags, entitlement keys).
| Extension point | How to extend | Forbidden uses |
| --- | --- | --- |
| | | |
## Known Limitations
Explicit non-goals and temporary constraints (must not be silently omitted).
**Do not** list missing current-phase mandatory artifacts here — those must be implemented before Complete.
-
## Migration Notes
| Item | Detail |
| --- | --- |
| Alembic revision(s) | |
| Upgrade steps | |
| Downgrade support | |
| Data backfill / seeds | |
| Breaking changes | None / described |
## Dependencies
| Dependency | Type | Required for |
| --- | --- | --- |
| | Core / Service / Provider / Docs | |
## Boundary Compliance
- [ ] No foreign service ownership implemented
- [ ] No business logic duplication
- [ ] No cross-DB access
- [ ] Integrations only via API / Events / Providers
- [ ] No future-phase functionality pulled forward
## Enterprise Completeness Sign-Off
Copy from [enterprise-completeness.md](enterprise-completeness.md):
- [ ] Discovery completeness
- [ ] Business completeness
- [ ] Architectural completeness
- [ ] API completeness
- [ ] Permission completeness
- [ ] Capability completeness
- [ ] Event completeness
- [ ] Migration completeness
- [ ] Repository completeness
- [ ] Validation completeness
- [ ] Security completeness
- [ ] Performance completeness
- [ ] Documentation completeness
- [ ] Testing completeness
- [ ] Tenant isolation
- [ ] Provider abstraction
- [ ] Integration completeness
- [ ] Operational readiness
- [ ] Developer experience
- [ ] Maintainability
- [ ] Self Audit
## Definition of Done
- [ ] [definition-of-done.md](definition-of-done.md) checklist satisfied for this phase boundary
- [ ] [enterprise-phase-discovery.md](enterprise-phase-discovery.md) Record complete; Missing→Implement gaps closed
- [ ] CRUD-only delivery rejected / not claimed as complete
- [ ] Applicable [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) delivered or justified N/A
## Service Snapshot Update
Regenerate after every Complete phase for the owning service ([service-snapshot-policy.md](service-snapshot-policy.md)).
| Field | Value |
| --- | --- |
| Snapshot path | From Project Index `snapshot_file` |
| Snapshot version | |
| Last updated | |
| Fields changed | |
Confirm all required snapshot fields reflect this phase's deliverables.
## Project Index Update
Update [project-index.yaml](project-index.yaml) for the owning service on every Complete phase and on service registration.
| Field | Value |
| --- | --- |
| Service identifier | |
| Current version | |
| Current phase | |
| Next phase | |
| Latest handover | |
| Snapshot file | |
## Next Phase Entry
What the next phase must read and assume:
1. [project-index.yaml](project-index.yaml) active service entry (primary discovery)
2. Service snapshot at Project Index `snapshot_file`
3. This handover + phase doc (including Discovery exclusions that become next-phase scope)
4. Updated [module-registry.md](../module-registry.md) / manifests
5. Open limitations that become next-phase scope
6. Suggested next phase ID from Project Index `next_phase` / [next-steps.md](../next-steps.md)
7. Enterprise Framework rules — no need to restate in the next prompt
| Field | Value |
| --- | --- |
| Recommended next phase | |
| Blockers for next phase | |
| Entry checklist | |
## Completion Sign-Off
- [ ] Project Index updated ([project-index.yaml](project-index.yaml))
- [ ] Service snapshot regenerated ([service-snapshot-policy.md](service-snapshot-policy.md))
- [ ] Quality gates passed ([quality-gates.md](quality-gates.md))
- [ ] Enterprise Phase Discovery gate passed
- [ ] Tests green
- [ ] Documentation updated ([documentation-template.md](documentation-template.md))
- [ ] Progress / next-steps / registries updated
- [ ] No TODO for claimed deliverables
- [ ] Self audit completed ([development-loop.md](development-loop.md))
- [ ] Enterprise Completeness signed off
- [ ] Definition of Done satisfied
## Related Documents
- [Project Index](project-index.yaml)
- [Service Snapshot Policy](service-snapshot-policy.md)
- [Phase Template](phase-template.md)
- [Enterprise Phase Discovery](enterprise-phase-discovery.md)
- [Development Loop](development-loop.md)
- [Definition of Done](definition-of-done.md)
- [Enterprise Completeness](enterprise-completeness.md)
- [Boundary Rules](boundary-rules.md)
- [Module Registry](../module-registry.md)
- [Progress](../progress.md)
- [Next Steps](../next-steps.md)

45
docs/ai-framework/phase-manifest.yaml
View File

@ -5,7 +5,7 @@
# Agents must keep this file aligned with docs/progress.md and docs/roadmap.md.
schema_version: 1
updated: "2026-07-27"
updated: "2026-07-28"
# Payment Pay-Reg complete: Enterprise Payment Platform registration (ADR-020).
# Payment payment-arch complete: licensing, contracts, compatibility (ADR-021).
# AF-Discovery complete: Enterprise Phase Discovery mandate (ADR-019).
@ -2028,6 +2028,49 @@ phases:
required_services:
- ai_assistant
# --- Commercial Platform Foundation (docs / architecture only) ---
- id: commercial-foundation
name: Business Platform Foundation (Commercial)
area: Platform
description: >
Docs-only commercial foundation — Business Bundle architecture, Pricing Catalog,
Subscription/License/Entitlement contracts, Business Type catalog, rule-based
Recommendation contracts, Activation event pipeline, Admin portal screen specs,
canonical catalog SoT, cross-service compatibility. ADR-023. No engines, migrations,
APIs, DB, customer portals, or future product foundations.
status: complete
dependencies:
- onboarding-4
- payment-arch
- platform-experience-arch-freeze
- platform-published-resource-arch
required_documents:
- docs/architecture/adr/ADR-023.md
- docs/architecture/commercial-platform-architecture.md
- docs/reference/business-bundle-contracts.md
- docs/reference/business-bundles.md
- docs/reference/business-bundles.catalog.yaml
- docs/reference/pricing-catalog.md
- docs/reference/subscription-contracts.md
- docs/reference/license-entitlement-contracts.md
- docs/reference/business-type-catalog.md
- docs/reference/recommendation-contracts.md
- docs/reference/activation-flow-contracts.md
- docs/reference/commercial-admin-portal-spec.md
- docs/reference/commercial-compatibility-matrix.md
- docs/commercial-platform-foundation-report.md
- docs/phase-handover/phase-commercial-foundation.md
- docs/service-snapshots/commercial-foundation.yaml
required_services:
- core-platform
completion_criteria:
- ADR-023 accepted; commercial architecture + all Part 1–10 contracts published
- Canonical bundle catalog (md + yaml); FE marked non-SoT
- Compatibility validated for Payment, Accounting, Identity, Experience, CRM, Communication, Delivery, Hospitality, Healthcare, Sports, Loyalty
- project-status, progress, next-steps, handover, framework snapshot updated
- No backend/migrations/APIs/DB; no Payment 14.6+, Experience FE-11.6+, QR/Links/Booking/Marketplace/Credit
notes: Product Integration Wave 1 UX remains; commercial truth moves to docs/YAML.
# --- Future Services ---
- id: future-services
name: Future Services Portfolio

23
docs/ai-framework/project-index.yaml
View File

@ -5,7 +5,7 @@
# Resolve all paths through project-status + this index. Update automatically on service registration and phase completion.
schema_version: 1
updated: "2026-07-27"
updated: "2026-07-28"
execution_order:
- docs/project-status.yaml
@ -26,6 +26,15 @@ shared_references:
service_manifest: docs/ai-framework/service-manifest.yaml
module_registry: docs/module-registry.md
platform_roadmap: docs/roadmap.md
commercial_architecture: docs/architecture/commercial-platform-architecture.md
commercial_foundation_report: docs/commercial-platform-foundation-report.md
business_bundles_catalog: docs/reference/business-bundles.md
business_bundles_yaml: docs/reference/business-bundles.catalog.yaml
pricing_catalog: docs/reference/pricing-catalog.md
subscription_contracts: docs/reference/subscription-contracts.md
license_entitlement_contracts: docs/reference/license-entitlement-contracts.md
activation_flow_contracts: docs/reference/activation-flow-contracts.md
adr_023: docs/architecture/adr/ADR-023.md
services:
- service_name: Core Platform
@ -33,11 +42,12 @@ services:
service_identifier: core-platform
current_status: active
current_version: "0.4.x"
current_phase: onboarding-4
current_phase: commercial-foundation
next_phase: null
snapshot_file: docs/service-snapshots/core-platform.yaml
roadmap_file: docs/roadmap.md
latest_handover: null
latest_handover: docs/phase-handover/phase-commercial-foundation.md
commercial_snapshot: docs/service-snapshots/commercial-foundation.yaml
phase_manifest_reference: docs/ai-framework/phase-manifest.yaml
service_manifest_reference: docs/ai-framework/service-manifest.yaml
module_registry_reference: docs/module-registry.md
@ -662,3 +672,10 @@ framework_workstreams:
framework_snapshot: docs/service-snapshots/framework-project-status.yaml
snapshot_file: null
validation: docs/ai-framework/scripts/validate-project-status.mjs
- workstream_id: commercial-foundation
description: Business Platform Foundation — bundles, pricing, subscription, license, activation (docs-only)
latest_handover: docs/phase-handover/phase-commercial-foundation.md
framework_snapshot: docs/service-snapshots/commercial-foundation.yaml
report: docs/commercial-platform-foundation-report.md
adr: docs/architecture/adr/ADR-023.md
snapshot_file: null

12
docs/ai-framework/prompt-rules.md
View File

@ -6,21 +6,22 @@ How every future AI phase prompt must behave.
1. **Never duplicate permanent instructions.** Do not paste [master-prompt.md](master-prompt.md), Definition of Done, enterprise completeness checklists, project principles, or entire architecture docs into a phase prompt.
2. **Only describe the current phase.** Objective, Scope, Out of Scope, modules/services touched, completion criteria, and phase-specific constraints.
3. **Follow Runtime Read Policy.** Instruct the agent to follow [runtime-read-policy.md](runtime-read-policy.md); do not duplicate document lists in phase prompts.
3. **Follow Runtime Read Policy.** Instruct the agent to follow [runtime-read-policy.md](runtime-read-policy.md); start from [`docs/project-status.yaml`](../project-status.yaml); do not duplicate document lists in phase prompts.
4. **Enterprise quality is automatic.** Do not ask whether to add health, permissions, tests, audit, events, OpenAPI, pagination, or other [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) — the framework already requires them when applicable.
5. **Enterprise Phase Discovery is automatic.** Agents must run [enterprise-phase-discovery.md](enterprise-phase-discovery.md) before Implementation — do not restate the full Discovery procedure in the phase prompt.
6. **Reference, don’t rewrite.** Link to templates, gates, DoD, Discovery, and manifests instead of redefining them.
7. **No silent scope expansion.** Out of Scope must be explicit; agents must not implement adjacent or future phases ([boundary-rules.md](boundary-rules.md)).
8. **No business logic in framework prompts.** Framework docs stay process-only; phase prompts carry feature intent.
9. **Completion stops the agent.** After Discovery gaps closed + DoD + gates + handover are done, stop — do not start the next phase unless asked.
9. **Completion stops the agent.** After Discovery gaps closed + DoD + gates + handover + **Project Status update** are done, stop — do not start the next phase unless asked.
10. **CRUD is never enough.** Phase prompts must not imply that CRUD-only delivery completes a phase.
11. **Project Status is mandatory.** Every Complete phase must update [`docs/project-status.yaml`](../project-status.yaml) and [`docs/project-status.md`](../project-status.md) per `automatic_update_rules`. Agents must not full-project-scan when project-status exists. Prefer `execution_priority` / `critical_path` — never rely on deprecated `next_recommended_phase`.
## Required Phase Prompt Skeleton
```markdown
# Phase <ID> — <Title>
Follow [Runtime Read Policy](runtime-read-policy.md).
Follow [Runtime Read Policy](runtime-read-policy.md) — read [`docs/project-status.yaml`](../project-status.yaml) first.
Permanent framework rules live under `docs/ai-framework/` — link to them; do not paste ([prompt-rules.md](prompt-rules.md)).
@ -45,7 +46,7 @@ Permanent framework rules live under `docs/ai-framework/` — link to them; do n
- Development loop completed
- Quality gates passed
- Phase handover completed
- Registries/manifests/progress/next-steps updated
- Registries/manifests/progress/next-steps/**project-status** updated
- Stop after this phase only
```
@ -59,6 +60,8 @@ Permanent framework rules live under `docs/ai-framework/` — link to them; do n
- Treating CRUD as the definition of done
- Skipping Discovery or coding before the Discovery Record exists
- Waiving tenant isolation, audit, events, or tests for convenience
- Full-project scans or unrelated-service inspection when `docs/project-status.yaml` exists
- Completing a phase without updating Project Status
## When to Extend the Framework
@ -66,6 +69,7 @@ If a permanent rule is missing, update `docs/ai-framework/` (and ADR if architec
## Related Documents
- [Project Status](../project-status.yaml)
- [Runtime Read Policy](runtime-read-policy.md)
- [Master Prompt](master-prompt.md)
- [Enterprise Phase Discovery](enterprise-phase-discovery.md)

550
docs/ai-framework/quality-gates.md
View File

@ -1,268 +1,282 @@
# Quality Gates
Mandatory gates before any implementation phase may be marked complete.
All gates must **Pass**. On failure, enter the Automatic Repair Loop ([development-loop.md](development-loop.md)) and **implement missing required artifacts** — do not waive enterprise requirements.
Companions: [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [enterprise-completeness.md](enterprise-completeness.md) · [boundary-rules.md](boundary-rules.md) · [service-snapshot-policy.md](service-snapshot-policy.md) · [project-index.yaml](project-index.yaml) · [ADR-018](../architecture/adr/ADR-018.md) · [ADR-019](../architecture/adr/ADR-019.md).
## Enterprise Phase Discovery
| Check | Pass criteria |
| --- | --- |
| Record | Discovery Record present in phase doc before Implementation claimed |
| Inputs | Roadmap, Architecture, Boundaries, Prior handover, Codebase, APIs, Domain, Events, Permissions, Aggregates, Tests, Docs reviewed (or N/A justified for docs-only) |
| Gap analysis | Missing Capability Checklist completed; CRUD-only rejected |
| Promotion | Every Missing→Implement gap implemented before Complete |
| Boundaries | No future-phase pull-forward; no foreign ownership; no service duplication |
| Align | [enterprise-phase-discovery.md](enterprise-phase-discovery.md) |
## Project Index
| Check | Pass criteria |
| --- | --- |
| Exists | [project-index.yaml](project-index.yaml) present and valid YAML |
| Coverage | Every registered service in [service-manifest.yaml](service-manifest.yaml) has an index entry |
| Fields | All required fields per service (name, product, identifier, status, version, phases, snapshot, roadmap, handover, manifests, registry, permission, DB, API port, prefixes, endpoints) |
| Consistency | Index agrees with service-manifest, latest handover, and snapshot for owning service |
| Freshness | Updated on service registration and phase Complete (`current_version`, `current_phase`, `next_phase`, `latest_handover`, `snapshot_file`) |
| Discovery | Agents resolve paths from index — no repository folder scans |
| Align | [project-index.yaml](project-index.yaml) · [runtime-read-policy.md](runtime-read-policy.md) |
## Service Snapshot
| Check | Pass criteria |
| --- | --- |
| Exists | Project Index `snapshot_file` present for service-scoped Complete phases (or initial snapshot built on first entry) |
| Fields | All required fields from [service-snapshot-policy.md](service-snapshot-policy.md) populated |
| Freshness | Regenerated after this phase; `last_updated` and `last_handover_reference` match completion |
| Consistency | Snapshot agrees with handover, manifests, and in-scope codebase |
| Usage | Next phase may use snapshot as primary state — no required re-read of completed phase docs |
| Align | [service-snapshot-policy.md](service-snapshot-policy.md) |
## Business Completeness
| Check | Pass criteria |
| --- | --- |
| Capabilities | Every in-scope / Discovery-promoted business capability delivered end-to-end |
| Not CRUD-only | Domain rules, validators, policies/specs as needed beyond CRUD |
| DoD | [definition-of-done.md](definition-of-done.md) checklist complete for phase boundary |
| No future pull-forward | Out of Scope / future phases untouched |
## Architecture
| Check | Pass criteria |
| --- | --- |
| Boundaries | No ownership theft per [module-boundaries.md](../architecture/module-boundaries.md) and [boundary-rules.md](boundary-rules.md) |
| DB isolation | No cross-DB queries/FKs ([ADR-001](../architecture/adr/ADR-001.md)) |
| Layering | Business logic in services/commands; thin API; persistence-only repos |
| FE/BE | No backend imports in frontend; no UI rules in backend ([ADR-002](../architecture/adr/ADR-002.md)) |
| ADR | New architectural decisions recorded; conflicts resolved |
| Events | Outbox-ready; naming per [event-template.md](event-template.md) |
| Domain model | Aggregates/entities/DTOs designed for in-scope work |
## API Completeness
| Check | Pass criteria |
| --- | --- |
| REST | In-scope resources exposed with correct methods and DTOs |
| Health | `/health` present for runnable services |
| Capabilities | `/capabilities` (or equivalent) when discoverable features exist |
| Metrics | `/metrics` or justified N/A with operational alternative |
| OpenAPI | Generated/updated and accurate for new/changed routes |
| List UX | Pagination, filtering, sorting, searching on collection endpoints |
| Permission APIs | Permission tree registered; permission listing routes when service pattern requires |
## Permission Completeness
| Check | Pass criteria |
| --- | --- |
| Mapping | Every privileged route has a permission check |
| Naming | `{service}.{resource}.{action}` / `{service}.*` trees documented |
| Tests | Denial cases covered |
## Event Completeness
| Check | Pass criteria |
| --- | --- |
| Emission | Cross-service-relevant state changes write outbox events |
| Catalog | [event-catalog.md](../reference/event-catalog.md) / registry updated |
| Envelope | Stable envelope fields; additive payloads |
## Repository Completeness
| Check | Pass criteria |
| --- | --- |
| Tenant filter | All tenant-owned queries scoped |
| Soft delete | Defaults exclude soft-deleted rows where policy requires |
| List support | Pagination/filter/sort/search supported as API requires |
| No domain logic | Business branching stays in services |
## Validation Completeness
| Check | Pass criteria |
| --- | --- |
| Edge | Pydantic request/query validation |
| Domain | Validators / specifications / policies enforce invariants |
| Codes | Stable error codes for illegal transitions |
## Security
| Check | Pass criteria |
| --- | --- |
| Auth | Protected routes deny anonymous access |
| Secrets | No hardcoded credentials/brand tokens |
| Errors | No stack/secret leakage |
| Providers | Credentials only in owning service config |
| Align | [security-architecture.md](../architecture/security-architecture.md) |
## Performance
| Check | Pass criteria |
| --- | --- |
| Queries | Tenant-scoped lists use sensible indexes; no obvious N+1 in new hot paths |
| Hot paths | Covered or explicitly N/A in phase doc |
| Async | Long-running provider I/O not blocking business transactions when architecture requires async |
## Testing
| Check | Pass criteria |
| --- | --- |
| Suite | Required tests from [testing-template.md](testing-template.md) exist and pass |
| Strategy | Aligns with [testing-strategy.md](../development/testing-strategy.md) |
| Claims | Every claimed deliverable has coverage |
| Categories | Unit · Integration · Architecture · Security · Tenant · Permission · Migration · Docs as applicable |
## Documentation
| Check | Pass criteria |
| --- | --- |
| Updates | [documentation-template.md](documentation-template.md) checklist done |
| Links | No broken relative links in touched docs |
| Registries | Module/provider/manifests consistent with code |
| Glossary | New terms defined when introduced |
| No TODO | No TODO for claimed deliverables |
| OpenAPI | Documented as part of API surface |
## Migration
| Check | Pass criteria |
| --- | --- |
| Alembic | Revision exists for schema changes in owning service |
| Apply | Upgrade smoke succeeds |
| Ownership | Only owning DB migrated |
| Seed | Seed data present when phase requires it |
| Notes | Handover includes migration notes |
## Backward Compatibility
| Check | Pass criteria |
| --- | --- |
| APIs | Additive within version unless phase documents breaking change + consumer plan |
| Events | No silent meaning change of existing `event_type` |
| Data | Existing rows remain valid or backfill documented |
## Tenant Isolation
| Check | Pass criteria |
| --- | --- |
| Schema | Business tables have `tenant_id` ([ADR-003](../architecture/adr/ADR-003.md)) |
| Queries | Filters applied |
| Tests | Cross-tenant denial covered |
| Admin exceptions | Explicit and audited |
## Provider Abstraction
| Check | Pass criteria |
| --- | --- |
| Protocols | External systems behind interfaces in owning service |
| Registry | [provider-registry.md](../provider-registry.md) updated when providers change |
| No leakage | Foreign platforms not implemented inside non-owning modules |
## Integration Completeness
| Check | Pass criteria |
| --- | --- |
| Channels | Only API / Events / Providers used cross-service |
| No duplication | Business logic not copied from owning services |
| No foreign DB | Zero cross-DB access |
## Operational Readiness
| Check | Pass criteria |
| --- | --- |
| Health | Liveness endpoint green |
| Observability | Logging + metrics (or justified N/A) |
| Config | Env/settings documented; no secrets in code |
| Jobs | Background jobs present when phase requires async/scheduled work |
| Feature flags | Present when gated capabilities are in scope |
## Maintainability & DX
| Check | Pass criteria |
| --- | --- |
| Patterns | Matches sibling service conventions or documents intentional deviation |
| DI | Explicit dependency injection |
| README | Service README updated for new run/config surfaces |
| Scope hygiene | No unrelated drive-by refactors |
## Definition of Done Gate
| Check | Pass criteria |
| --- | --- |
| DoD | Full [definition-of-done.md](definition-of-done.md) satisfied |
| Completeness | [enterprise-completeness.md](enterprise-completeness.md) sign-off complete |
| Artifacts | Applicable [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) delivered or justified N/A |
| Discovery | [enterprise-phase-discovery.md](enterprise-phase-discovery.md) Record complete; gaps closed |
| Snapshot | [service-snapshot-policy.md](service-snapshot-policy.md) regenerated when service-scoped |
| Project Index | [project-index.yaml](project-index.yaml) updated when service-scoped |
## Validation Suites (Framework Phases)
When changing `docs/ai-framework/` or docs structure, also verify:
1. **Architecture Validation** — framework links to architecture/ADR correctly; no conflicting rules vs principles.
2. **Documentation Validation** — all listed framework docs exist; index complete.
3. **Cross Reference Validation** — manifests ↔ registries ↔ phase areas agree on names/status where claimed.
4. **Broken Link Validation** — relative Markdown links resolve.
5. **Template Validation** — every template referenced from README exists and has Related Documents.
6. **Manifest Validation** — YAML parses; required fields present; phase/service IDs unique.
7. **Enterprise Rule Validation** — DoD, Discovery, mandatory artifacts, completeness, boundary docs, and Project Index cross-linked from master-prompt, loop, gates, and phase template.
8. **Project Index Validation** — YAML parses; every service-manifest entry indexed; paths resolve; no orphan snapshot references.
## Sign-Off
- [ ] Enterprise Phase Discovery
- [ ] Project Index
- [ ] Service Snapshot
- [ ] Business Completeness
- [ ] Architecture
- [ ] API Completeness
- [ ] Permission Completeness
- [ ] Event Completeness
- [ ] Repository Completeness
- [ ] Validation Completeness
- [ ] Security
- [ ] Performance
- [ ] Testing
- [ ] Documentation
- [ ] Migration
- [ ] Backward Compatibility
- [ ] Tenant Isolation
- [ ] Provider Abstraction
- [ ] Integration Completeness
- [ ] Operational Readiness
- [ ] Maintainability & DX
- [ ] Definition of Done / Enterprise Completeness
## Related Documents
- [Project Index](project-index.yaml)
- [Service Snapshot Policy](service-snapshot-policy.md)
- [Development Loop](development-loop.md)
- [Enterprise Phase Discovery](enterprise-phase-discovery.md)
- [Master Prompt](master-prompt.md)
- [Definition of Done](definition-of-done.md)
- [Enterprise Completeness](enterprise-completeness.md)
- [docs/README.md](../README.md) Phase Completion Gate
- [Project Principles](../development/project-principles.md)
# Quality Gates
Mandatory gates before any implementation phase may be marked complete.
All gates must **Pass**. On failure, enter the Automatic Repair Loop ([development-loop.md](development-loop.md)) and **implement missing required artifacts** — do not waive enterprise requirements.
Companions: [enterprise-phase-discovery.md](enterprise-phase-discovery.md) · [definition-of-done.md](definition-of-done.md) · [enterprise-completeness.md](enterprise-completeness.md) · [boundary-rules.md](boundary-rules.md) · [service-snapshot-policy.md](service-snapshot-policy.md) · [project-status.yaml](../project-status.yaml) · [project-index.yaml](project-index.yaml) · [ADR-018](../architecture/adr/ADR-018.md) · [ADR-019](../architecture/adr/ADR-019.md).
## Project Status
| Check | Pass criteria |
| --- | --- |
| Exists | [`docs/project-status.yaml`](../project-status.yaml) and [`docs/project-status.md`](../project-status.md) present |
| Fields | schema v2: `project_version`, `last_updated`, `last_completed_phase`, `critical_path`, `execution_priority`, `resume_rules`, `automatic_update_rules`, per-service `deployment_readiness`, `depends_on`/`required_by`, completion percents, `global_statistics` |
| Freshness | Updated on this phase Complete for affected service + global stats + critical_path + priorities |
| Scope discipline | Agents used project-status first; no unrelated-service scan when file valid; no use of deprecated `next_recommended_phase` |
| Align | [project-status.yaml](../project-status.yaml) · [runtime-read-policy.md](runtime-read-policy.md) |
## Enterprise Phase Discovery
| Check | Pass criteria |
| --- | --- |
| Record | Discovery Record present in phase doc before Implementation claimed |
| Inputs | Roadmap, Architecture, Boundaries, Prior handover, Codebase, APIs, Domain, Events, Permissions, Aggregates, Tests, Docs reviewed (or N/A justified for docs-only) |
| Gap analysis | Missing Capability Checklist completed; CRUD-only rejected |
| Promotion | Every Missing→Implement gap implemented before Complete |
| Boundaries | No future-phase pull-forward; no foreign ownership; no service duplication |
| Align | [enterprise-phase-discovery.md](enterprise-phase-discovery.md) |
## Project Index
| Check | Pass criteria |
| --- | --- |
| Exists | [project-index.yaml](project-index.yaml) present and valid YAML |
| Coverage | Every registered service in [service-manifest.yaml](service-manifest.yaml) has an index entry |
| Fields | All required fields per service (name, product, identifier, status, version, phases, snapshot, roadmap, handover, manifests, registry, permission, DB, API port, prefixes, endpoints) |
| Consistency | Index agrees with service-manifest, latest handover, and snapshot for owning service |
| Freshness | Updated on service registration and phase Complete (`current_version`, `current_phase`, `next_phase`, `latest_handover`, `snapshot_file`) |
| Discovery | Agents resolve paths from index — no repository folder scans |
| Align | [project-index.yaml](project-index.yaml) · [runtime-read-policy.md](runtime-read-policy.md) |
## Service Snapshot
| Check | Pass criteria |
| --- | --- |
| Exists | Project Index `snapshot_file` present for service-scoped Complete phases (or initial snapshot built on first entry) |
| Fields | All required fields from [service-snapshot-policy.md](service-snapshot-policy.md) populated |
| Freshness | Regenerated after this phase; `last_updated` and `last_handover_reference` match completion |
| Consistency | Snapshot agrees with handover, manifests, and in-scope codebase |
| Usage | Next phase may use snapshot as primary state — no required re-read of completed phase docs |
| Align | [service-snapshot-policy.md](service-snapshot-policy.md) |
## Business Completeness
| Check | Pass criteria |
| --- | --- |
| Capabilities | Every in-scope / Discovery-promoted business capability delivered end-to-end |
| Not CRUD-only | Domain rules, validators, policies/specs as needed beyond CRUD |
| DoD | [definition-of-done.md](definition-of-done.md) checklist complete for phase boundary |
| No future pull-forward | Out of Scope / future phases untouched |
## Architecture
| Check | Pass criteria |
| --- | --- |
| Boundaries | No ownership theft per [module-boundaries.md](../architecture/module-boundaries.md) and [boundary-rules.md](boundary-rules.md) |
| DB isolation | No cross-DB queries/FKs ([ADR-001](../architecture/adr/ADR-001.md)) |
| Layering | Business logic in services/commands; thin API; persistence-only repos |
| FE/BE | No backend imports in frontend; no UI rules in backend ([ADR-002](../architecture/adr/ADR-002.md)) |
| ADR | New architectural decisions recorded; conflicts resolved |
| Events | Outbox-ready; naming per [event-template.md](event-template.md) |
| Domain model | Aggregates/entities/DTOs designed for in-scope work |
## API Completeness
| Check | Pass criteria |
| --- | --- |
| REST | In-scope resources exposed with correct methods and DTOs |
| Health | `/health` present for runnable services |
| Capabilities | `/capabilities` (or equivalent) when discoverable features exist |
| Metrics | `/metrics` or justified N/A with operational alternative |
| OpenAPI | Generated/updated and accurate for new/changed routes |
| List UX | Pagination, filtering, sorting, searching on collection endpoints |
| Permission APIs | Permission tree registered; permission listing routes when service pattern requires |
## Permission Completeness
| Check | Pass criteria |
| --- | --- |
| Mapping | Every privileged route has a permission check |
| Naming | `{service}.{resource}.{action}` / `{service}.*` trees documented |
| Tests | Denial cases covered |
## Event Completeness
| Check | Pass criteria |
| --- | --- |
| Emission | Cross-service-relevant state changes write outbox events |
| Catalog | [event-catalog.md](../reference/event-catalog.md) / registry updated |
| Envelope | Stable envelope fields; additive payloads |
## Repository Completeness
| Check | Pass criteria |
| --- | --- |
| Tenant filter | All tenant-owned queries scoped |
| Soft delete | Defaults exclude soft-deleted rows where policy requires |
| List support | Pagination/filter/sort/search supported as API requires |
| No domain logic | Business branching stays in services |
## Validation Completeness
| Check | Pass criteria |
| --- | --- |
| Edge | Pydantic request/query validation |
| Domain | Validators / specifications / policies enforce invariants |
| Codes | Stable error codes for illegal transitions |
## Security
| Check | Pass criteria |
| --- | --- |
| Auth | Protected routes deny anonymous access |
| Secrets | No hardcoded credentials/brand tokens |
| Errors | No stack/secret leakage |
| Providers | Credentials only in owning service config |
| Align | [security-architecture.md](../architecture/security-architecture.md) |
## Performance
| Check | Pass criteria |
| --- | --- |
| Queries | Tenant-scoped lists use sensible indexes; no obvious N+1 in new hot paths |
| Hot paths | Covered or explicitly N/A in phase doc |
| Async | Long-running provider I/O not blocking business transactions when architecture requires async |
## Testing
| Check | Pass criteria |
| --- | --- |
| Suite | Required tests from [testing-template.md](testing-template.md) exist and pass |
| Strategy | Aligns with [testing-strategy.md](../development/testing-strategy.md) |
| Claims | Every claimed deliverable has coverage |
| Categories | Unit · Integration · Architecture · Security · Tenant · Permission · Migration · Docs as applicable |
## Documentation
| Check | Pass criteria |
| --- | --- |
| Updates | [documentation-template.md](documentation-template.md) checklist done |
| Links | No broken relative links in touched docs |
| Registries | Module/provider/manifests consistent with code |
| Glossary | New terms defined when introduced |
| No TODO | No TODO for claimed deliverables |
| OpenAPI | Documented as part of API surface |
## Migration
| Check | Pass criteria |
| --- | --- |
| Alembic | Revision exists for schema changes in owning service |
| Apply | Upgrade smoke succeeds |
| Ownership | Only owning DB migrated |
| Seed | Seed data present when phase requires it |
| Notes | Handover includes migration notes |
## Backward Compatibility
| Check | Pass criteria |
| --- | --- |
| APIs | Additive within version unless phase documents breaking change + consumer plan |
| Events | No silent meaning change of existing `event_type` |
| Data | Existing rows remain valid or backfill documented |
## Tenant Isolation
| Check | Pass criteria |
| --- | --- |
| Schema | Business tables have `tenant_id` ([ADR-003](../architecture/adr/ADR-003.md)) |
| Queries | Filters applied |
| Tests | Cross-tenant denial covered |
| Admin exceptions | Explicit and audited |
## Provider Abstraction
| Check | Pass criteria |
| --- | --- |
| Protocols | External systems behind interfaces in owning service |
| Registry | [provider-registry.md](../provider-registry.md) updated when providers change |
| No leakage | Foreign platforms not implemented inside non-owning modules |
## Integration Completeness
| Check | Pass criteria |
| --- | --- |
| Channels | Only API / Events / Providers used cross-service |
| No duplication | Business logic not copied from owning services |
| No foreign DB | Zero cross-DB access |
## Operational Readiness
| Check | Pass criteria |
| --- | --- |
| Health | Liveness endpoint green |
| Observability | Logging + metrics (or justified N/A) |
| Config | Env/settings documented; no secrets in code |
| Jobs | Background jobs present when phase requires async/scheduled work |
| Feature flags | Present when gated capabilities are in scope |
## Maintainability & DX
| Check | Pass criteria |
| --- | --- |
| Patterns | Matches sibling service conventions or documents intentional deviation |
| DI | Explicit dependency injection |
| README | Service README updated for new run/config surfaces |
| Scope hygiene | No unrelated drive-by refactors |
## Definition of Done Gate
| Check | Pass criteria |
| --- | --- |
| DoD | Full [definition-of-done.md](definition-of-done.md) satisfied |
| Completeness | [enterprise-completeness.md](enterprise-completeness.md) sign-off complete |
| Artifacts | Applicable [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md) delivered or justified N/A |
| Discovery | [enterprise-phase-discovery.md](enterprise-phase-discovery.md) Record complete; gaps closed |
| Snapshot | [service-snapshot-policy.md](service-snapshot-policy.md) regenerated when service-scoped |
| Project Index | [project-index.yaml](project-index.yaml) updated when service-scoped |
| Project Status | [project-status.yaml](../project-status.yaml) + [project-status.md](../project-status.md) updated |
## Validation Suites (Framework Phases)
When changing `docs/ai-framework/` or docs structure, also verify:
1. **Architecture Validation** — framework links to architecture/ADR correctly; no conflicting rules vs principles.
2. **Documentation Validation** — all listed framework docs exist; index complete.
3. **Cross Reference Validation** — manifests ↔ registries ↔ phase areas agree on names/status where claimed.
4. **Broken Link Validation** — relative Markdown links resolve.
5. **Template Validation** — every template referenced from README exists and has Related Documents.
6. **Manifest Validation** — YAML parses; required fields present; phase/service IDs unique.
7. **Enterprise Rule Validation** — DoD, Discovery, mandatory artifacts, completeness, boundary docs, Project Status, and Project Index cross-linked from master-prompt, loop, gates, and phase template.
8. **Project Index Validation** — YAML parses; every service-manifest entry indexed; paths resolve; no orphan snapshot references.
9. **Project Status Validation** — YAML parses; schema v2 fields present; `critical_path` + `execution_priority` present; no active `next_recommended_phase`; run `node docs/ai-framework/scripts/validate-project-status.mjs`.
## Sign-Off
- [ ] Enterprise Phase Discovery
- [ ] Project Status
- [ ] Project Index
- [ ] Service Snapshot
- [ ] Business Completeness
- [ ] Architecture
- [ ] API Completeness
- [ ] Permission Completeness
- [ ] Event Completeness
- [ ] Repository Completeness
- [ ] Validation Completeness
- [ ] Security
- [ ] Performance
- [ ] Testing
- [ ] Documentation
- [ ] Migration
- [ ] Backward Compatibility
- [ ] Tenant Isolation
- [ ] Provider Abstraction
- [ ] Integration Completeness
- [ ] Operational Readiness
- [ ] Maintainability & DX
- [ ] Definition of Done / Enterprise Completeness
## Related Documents
- [Project Status](../project-status.yaml)
- [Project Index](project-index.yaml)
- [Service Snapshot Policy](service-snapshot-policy.md)
- [Development Loop](development-loop.md)
- [Enterprise Phase Discovery](enterprise-phase-discovery.md)
- [Master Prompt](master-prompt.md)
- [Definition of Done](definition-of-done.md)
- [Enterprise Completeness](enterprise-completeness.md)
- [docs/README.md](../README.md) Phase Completion Gate
- [Project Principles](../development/project-principles.md)

38
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@ -6,22 +6,28 @@ All framework stages ([development-loop.md](development-loop.md), [enterprise-ph
**Incremental loading:** [context-cache-policy.md](context-cache-policy.md) governs whether to re-read or reuse cached context between phases. This policy still defines *what* may load; the cache policy defines *when to re-read* unchanged files.
**Service state:** [service-snapshot-policy.md](service-snapshot-policy.md) provides compact per-service state. **[project-index.yaml](project-index.yaml) is the single runtime discovery entry point** — resolve service, snapshot, roadmap, and handover paths from the index; never scan repository folders.
**Execution dashboard:** [`docs/project-status.yaml`](../project-status.yaml) is the **first** document every phase reads. Use `execution_priority` + `critical_path` + `deployment_readiness` (not deprecated `next_recommended_phase`). When present, do **not** inspect unrelated services or full-scan the project.
**Service state:** [service-snapshot-policy.md](service-snapshot-policy.md) provides compact per-service state. **[project-index.yaml](project-index.yaml)** resolves service, snapshot, roadmap, and handover paths for the **active** service only; never scan repository folders.
## Execution entry (every phase)
At phase start, in **exact** order:
1. Load [Project Index](project-index.yaml).
2. Load [Runtime Read Policy](runtime-read-policy.md) (this document).
3. Load [Context Cache Policy](context-cache-policy.md).
4. Load the current **service snapshot** — path from Project Index `snapshot_file` for the active service.
5. Read [phase-manifest.yaml](phase-manifest.yaml).
6. Read [service-manifest.yaml](service-manifest.yaml).
7. Read **only** the latest handover — path from Project Index `latest_handover` for the active service.
8. Read additional documents only when this policy requires them.
1. Load [`docs/project-status.yaml`](../project-status.yaml) (**first** — authoritative execution dashboard).
2. If project-status exists: determine remaining work from `execution_priority`, `critical_path`, `remaining_phases`, and `deployment_readiness` — **do not** inspect unrelated services or reconstruct platform state by scanning. Never use deprecated `next_recommended_phase`.
3. Load [Project Index](project-index.yaml) for path resolution of the **active service only**.
4. Load [Runtime Read Policy](runtime-read-policy.md) (this document).
5. Load [Context Cache Policy](context-cache-policy.md).
6. Load the current **service snapshot** — path from Project Index `snapshot_file` (or project-status `snapshot`) for the active service.
7. Read [phase-manifest.yaml](phase-manifest.yaml).
8. Read [service-manifest.yaml](service-manifest.yaml).
9. Read **only** the latest handover — path from Project Index / project-status for the active service.
10. Read additional documents only when this policy requires them.
**Never scan** folders to discover services, handovers, roadmaps, snapshots, ADRs, or architecture documents — resolve through Project Index.
**Fallback:** If `project-status.yaml` is missing or invalid YAML, reconstruct once from Project Index + manifests + snapshots, persist project-status, then continue. Never require a full project scan again once the file is valid.
**Never scan** folders to discover services, handovers, roadmaps, snapshots, ADRs, or architecture documents — resolve through project-status + Project Index.
## Loading tiers
@ -35,13 +41,14 @@ Required context at phase start. Split by [context-cache-policy.md](context-cach
| Document | Path |
| --- | --- |
| Project Status | [project-status.yaml](../project-status.yaml) |
| Project Index | [project-index.yaml](project-index.yaml) |
| Service snapshot | From Project Index `snapshot_file` for active service |
| Service snapshot | From project-status / Project Index for **active service only** |
| Phase manifest | [phase-manifest.yaml](phase-manifest.yaml) |
| Service manifest | [service-manifest.yaml](service-manifest.yaml) |
| Progress | [progress.md](../progress.md) |
| Next steps | [next-steps.md](../next-steps.md) |
| Latest phase handover | From Project Index `latest_handover` for active service |
| Latest phase handover | From project-status / Project Index for active service |
Also load the **current phase brief** (phase doc or prompt) when assigned — new each phase.
@ -81,6 +88,7 @@ Load individual files from these areas **only** when required by one of the [Add
| --- | --- |
| Architecture | `docs/architecture/*` |
| ADRs | `docs/architecture/adr/*` |
| Published Resource | [published-resource-architecture.md](../architecture/published-resource-architecture.md), [ADR-022](../architecture/adr/ADR-022.md), [published-resource-contracts.md](../reference/published-resource-contracts.md) — load when designing public surfaces or Payment/Communication/Link/QR/Analytics attachments |
| Reference contracts | `docs/reference/*` |
| Development standards | `docs/development/*` |
| Deployment | `docs/deployment/*` |
@ -108,9 +116,10 @@ Beyond the tiers above, load a document **only** when:
2. **Required by the current service** — owning service README, templates, or in-service docs for work in progress.
3. **Referenced by [phase-manifest.yaml](phase-manifest.yaml)** — `required_docs`, deliverables, or phase metadata for this phase ID.
4. **Referenced by [service-manifest.yaml](service-manifest.yaml)** — service entry, dependencies, or required docs for the owning service.
5. **Referenced by [project-index.yaml](project-index.yaml)** — snapshot, roadmap, handover, or ADR path for the active service.
5. **Referenced by [project-status.yaml](../project-status.yaml) or [project-index.yaml](project-index.yaml)** — snapshot, roadmap, handover, or ADR path for the active service.
6. **Referenced by the latest handover** — explicit paths beyond index entries.
7. **Required by a compatibility or validation rule** — e.g. [quality-gates.md](quality-gates.md) gate, [boundary-rules.md](boundary-rules.md), or a cited ADR during Architecture Validation.
8. **Public-surface / publish integration design** — load [ADR-022](../architecture/adr/ADR-022.md) and [published-resource-architecture.md](../architecture/published-resource-architecture.md) when work attaches Payment, Communication, Short Link, QR, Analytics, or future products to a public surface via `publish_id`. Also load [published-action-registry.md](../reference/published-action-registry.md), [public-access-contract.md](../reference/public-access-contract.md), and/or [embed-contract.md](../reference/embed-contract.md) when designing actions, access policies, or embeds.
When a trigger applies, load **only the referenced files**, not sibling or parent directories.
@ -120,7 +129,7 @@ When a trigger applies, load **only the referenced files**, not sibling or paren
| Discovery input | Load via |
| --- | --- |
| Service baseline state | **Project Index** + **service snapshot** ([service-snapshot-policy.md](service-snapshot-policy.md)) |
| Service baseline state | **Project Status** + **Project Index** + **service snapshot** ([service-snapshot-policy.md](service-snapshot-policy.md)) |
| Current Roadmap | Project Index `roadmap_file` + snapshot + manifests |
| Current Architecture | READ ONLY IF REFERENCED (manifest, handover, phase, gate, ADR, or snapshot `active_adrs`) |
| Service Boundaries | Snapshot + ALWAYS READ registries/manifests; boundary docs when referenced |
@ -152,6 +161,7 @@ Load framework templates ([cursor-guidelines.md](cursor-guidelines.md), [testing
## Related Documents
- [Project Status](../project-status.yaml) · [project-status.md](../project-status.md)
- [Project Index](project-index.yaml)
- [Service Snapshot Policy](service-snapshot-policy.md)
- [Context Cache Policy](context-cache-policy.md)

115
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@ -0,0 +1,115 @@
#!/usr/bin/env node
/**
* Framework validation — project-status.yaml schema v2.
* Docs-only; no business service inspection.
*/
import fs from "node:fs";
import path from "node:path";
import { fileURLToPath } from "node:url";
const root = path.join(path.dirname(fileURLToPath(import.meta.url)), "..", "..", "..");
const statusPath = path.join(root, "docs", "project-status.yaml");
const mdPath = path.join(root, "docs", "project-status.md");
const errors = [];
function fail(msg) {
errors.push(msg);
}
if (!fs.existsSync(statusPath)) fail("missing docs/project-status.yaml");
if (!fs.existsSync(mdPath)) fail("missing docs/project-status.md");
const raw = fs.readFileSync(statusPath, "utf8");
const requiredTop = [
"schema_version:",
"project_version:",
"last_updated:",
"last_completed_phase:",
"resume_rules:",
"automatic_update_rules:",
"critical_path:",
"execution_priority:",
"services:",
"global_statistics:",
"deployment_readiness:",
"depends_on:",
"required_by:",
"completed_phase:",
"remaining_phase:",
"backend_percent:",
"frontend_percent:",
"overall_percent:",
];
for (const key of requiredTop) {
if (!raw.includes(key)) fail(`missing required key/section: ${key}`);
}
if (raw.match(/^next_recommended_phase:/m)) {
fail("next_recommended_phase must not be an active top-level field (deprecated)");
}
if (!raw.includes("replaced_by:") || !raw.includes("execution_priority")) {
fail("deprecated.next_recommended_phase replacement markers missing");
}
const priorities = ["critical:", "high:", "medium:", "low:", "future:"];
for (const p of priorities) {
if (!raw.includes(p)) fail(`execution_priority missing bucket: ${p}`);
}
const readinessValues = ["NOT_STARTED", "IN_PROGRESS", "COMPLETE"];
const readinessKeys = [
"backend:",
"frontend:",
"database:",
"api:",
"tests:",
"documentation:",
"production_ready:",
];
for (const k of readinessKeys) {
if (!raw.includes(` ${k}`) && !raw.includes(` ${k}`)) {
// soft: at least one deployment_readiness block must exist with keys
}
}
if (!raw.includes("deployment_readiness:")) fail("deployment_readiness missing");
const md = fs.readFileSync(mdPath, "utf8");
if (!md.includes("critical_path") && !md.includes("Critical path")) {
fail("project-status.md must document critical path");
}
if (!md.includes("execution_priority") && !md.includes("Execution priority")) {
fail("project-status.md must document execution priority");
}
if (md.includes("Next recommended phase") && !md.includes("Deprecated")) {
fail("project-status.md still presents next_recommended_phase as active");
}
// Collect phase IDs under execution_priority buckets (naive line scan)
const lines = raw.split("\n");
let bucket = null;
const seen = new Map();
for (const line of lines) {
if (/^\s{2}(critical|high|medium|low|future):\s*$/.test(line)) {
bucket = line.trim().replace(":", "");
continue;
}
if (bucket && /^\s{4}-\s+[\w.-]+/.test(line)) {
const id = line.trim().replace(/^- /, "");
if (seen.has(id)) fail(`phase ${id} appears in both ${seen.get(id)} and ${bucket}`);
seen.set(id, bucket);
}
if (/^[a-z_]/.test(line) && !line.startsWith(" ")) bucket = null;
}
if (seen.size < 10) fail(`expected many priority phases, got ${seen.size}`);
if (errors.length) {
console.error("project-status validation FAILED:");
for (const e of errors) console.error(" -", e);
process.exit(1);
}
console.log(`project-status validation OK (schema v2, ${seen.size} prioritized phases)`);

190
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@ -1,95 +1,95 @@
# Service Layer Template
Standards for business logic services, commands, queries, policies, and specifications.
Enterprise default: phases deliver these layers for in-scope capabilities — CRUD-only services are insufficient ([definition-of-done.md](definition-of-done.md), [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md)).
## Responsibility
Services:
- Own domain rules and orchestration
- Validate invariants (via validators / specifications)
- Apply policies (authorization, entitlement, domain policy objects)
- Expose **Commands** (state changes) and **Queries** (reads without write side-effects)
- Write audit records
- Write outbox/domain events in the **same transaction** as state changes
- Call other services only via HTTP clients / events — never via foreign repos
- Receive dependencies via explicit injection (constructor / factory / FastAPI deps)
Services must **not**:
- Depend on FastAPI `Request` / response objects
- Emit raw SQL bypassing repositories (except rare documented cases)
- Perform provider I/O without going through provider adapters owned by the service
- Mutate another aggregate’s invariants across boundaries without explicit domain rules
- Duplicate another service’s business logic ([boundary-rules.md](boundary-rules.md))
## Commands
| Rule | Detail |
| --- | --- |
| Location | `app/commands/` or clearly named command methods on services |
| Naming | Verb phrases (`CreateMember`, `FreezeMembership`) |
| Effect | Single use-case state change; emit audit + outbox as required |
| Idempotency | Document for retried operations |
## Queries
| Rule | Detail |
| --- | --- |
| Location | `app/queries/` or query services / read methods |
| Effect | Read-only; no accidental writes or event emission |
| Lists | Support pagination, filtering, sorting, searching as API requires |
## Specifications
| Rule | Detail |
| --- | --- |
| Location | `app/specifications/` |
| Purpose | Reusable query predicates and business specification objects |
| Use | Repositories/services compose specs instead of duplicating filter logic |
## Policies
| Rule | Detail |
| --- | --- |
| Location | `app/policies/` |
| Purpose | Authorization, entitlement, and domain policy decisions reusable across commands |
| Note | Route-level permission deps remain; policies encode richer domain rules |
## Conventions
| Topic | Rule |
| --- | --- |
| Location | `app/services/` (+ commands/queries/policies/specifications) |
| Naming | `{Capability}Service` |
| Dependencies | Repositories, validators, specs, policies, event publisher, provider protocols |
| DTOs | Accept/return schema objects or typed domain results — not ORM leakage to API |
| Errors | Raise shared/domain exceptions with stable codes |
| Idempotency | Document for retried operations (OTP, webhooks, messaging) |
| DI | Explicit wiring; no hidden service locators for domain logic |
## Transaction & Events
1. State change + outbox row in one transaction ([ADR-006](../architecture/adr/ADR-006.md)).
2. Event types follow [event-template.md](event-template.md).
3. Failures calling remote systems must not corrupt local invariants; use async patterns where required (Communication pattern).
## Audit
- Record actor, action, entity, tenant, timestamp for sensitive mutations.
- Prefer dedicated audit tables where the service already has them.
## Testing
Service / command / query / policy / specification tests cover business rules with DB or fakes — see [testing-template.md](testing-template.md).
## Related Documents
- [Repository Template](repository-template.md)
- [API Template](api-template.md)
- [Mandatory Phase Artifacts](mandatory-phase-artifacts.md)
- [Project Principles](../development/project-principles.md)
- [Service Architecture](../architecture/service-architecture.md)
- [Event-Driven Architecture](../architecture/event-driven-architecture.md)
# Service Layer Template
Standards for business logic services, commands, queries, policies, and specifications.
Enterprise default: phases deliver these layers for in-scope capabilities — CRUD-only services are insufficient ([definition-of-done.md](definition-of-done.md), [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md)).
## Responsibility
Services:
- Own domain rules and orchestration
- Validate invariants (via validators / specifications)
- Apply policies (authorization, entitlement, domain policy objects)
- Expose **Commands** (state changes) and **Queries** (reads without write side-effects)
- Write audit records
- Write outbox/domain events in the **same transaction** as state changes
- Call other services only via HTTP clients / events — never via foreign repos
- Receive dependencies via explicit injection (constructor / factory / FastAPI deps)
Services must **not**:
- Depend on FastAPI `Request` / response objects
- Emit raw SQL bypassing repositories (except rare documented cases)
- Perform provider I/O without going through provider adapters owned by the service
- Mutate another aggregate’s invariants across boundaries without explicit domain rules
- Duplicate another service’s business logic ([boundary-rules.md](boundary-rules.md))
## Commands
| Rule | Detail |
| --- | --- |
| Location | `app/commands/` or clearly named command methods on services |
| Naming | Verb phrases (`CreateMember`, `FreezeMembership`) |
| Effect | Single use-case state change; emit audit + outbox as required |
| Idempotency | Document for retried operations |
## Queries
| Rule | Detail |
| --- | --- |
| Location | `app/queries/` or query services / read methods |
| Effect | Read-only; no accidental writes or event emission |
| Lists | Support pagination, filtering, sorting, searching as API requires |
## Specifications
| Rule | Detail |
| --- | --- |
| Location | `app/specifications/` |
| Purpose | Reusable query predicates and business specification objects |
| Use | Repositories/services compose specs instead of duplicating filter logic |
## Policies
| Rule | Detail |
| --- | --- |
| Location | `app/policies/` |
| Purpose | Authorization, entitlement, and domain policy decisions reusable across commands |
| Note | Route-level permission deps remain; policies encode richer domain rules |
## Conventions
| Topic | Rule |
| --- | --- |
| Location | `app/services/` (+ commands/queries/policies/specifications) |
| Naming | `{Capability}Service` |
| Dependencies | Repositories, validators, specs, policies, event publisher, provider protocols |
| DTOs | Accept/return schema objects or typed domain results — not ORM leakage to API |
| Errors | Raise shared/domain exceptions with stable codes |
| Idempotency | Document for retried operations (OTP, webhooks, messaging) |
| DI | Explicit wiring; no hidden service locators for domain logic |
## Transaction & Events
1. State change + outbox row in one transaction ([ADR-006](../architecture/adr/ADR-006.md)).
2. Event types follow [event-template.md](event-template.md).
3. Failures calling remote systems must not corrupt local invariants; use async patterns where required (Communication pattern).
## Audit
- Record actor, action, entity, tenant, timestamp for sensitive mutations.
- Prefer dedicated audit tables where the service already has them.
## Testing
Service / command / query / policy / specification tests cover business rules with DB or fakes — see [testing-template.md](testing-template.md).
## Related Documents
- [Repository Template](repository-template.md)
- [API Template](api-template.md)
- [Mandatory Phase Artifacts](mandatory-phase-artifacts.md)
- [Project Principles](../development/project-principles.md)
- [Service Architecture](../architecture/service-architecture.md)
- [Event-Driven Architecture](../architecture/event-driven-architecture.md)

35
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@ -2,13 +2,14 @@
**Service Snapshot Architecture** — one compact, machine-readable snapshot per service representing current implementation state.
Works with [runtime-read-policy.md](runtime-read-policy.md), [context-cache-policy.md](context-cache-policy.md), and [project-index.yaml](project-index.yaml). Snapshot file paths are resolved from Project Index — never discovered by scanning `docs/service-snapshots/`.
Works with [runtime-read-policy.md](runtime-read-policy.md), [context-cache-policy.md](context-cache-policy.md), [`docs/project-status.yaml`](../project-status.yaml), and [project-index.yaml](project-index.yaml). Snapshot file paths are resolved from project-status / Project Index — never discovered by scanning `docs/service-snapshots/`.
## Goals
1. Eliminate repeated full-project analysis across long-running implementations.
1. Eliminate repeated full-project analysis across long-running implementations (with Project Status as the platform dashboard).
2. Minimize token usage by replacing multi-document state reconstruction with one YAML file per service.
3. Keep snapshots regenerated automatically after every completed phase.
4. Keep Project Status regenerated automatically after every completed phase.
## Snapshot location
@ -57,16 +58,17 @@ Optional metadata: `schema_version`, `snapshot_version` (increment on each regen
Part of the global execution order in [runtime-read-policy.md](runtime-read-policy.md):
1. Load [Project Index](project-index.yaml).
2. Load [Runtime Read Policy](runtime-read-policy.md).
3. Load [Context Cache Policy](context-cache-policy.md).
4. Load service snapshot — Project Index `snapshot_file` for the active service.
5. Read [phase-manifest.yaml](phase-manifest.yaml).
6. Read [service-manifest.yaml](service-manifest.yaml).
7. Read only latest handover — Project Index `latest_handover`.
8. Additional documents per Runtime Read Policy only.
1. Load [Project Status](../project-status.yaml) (**first**).
2. Load [Project Index](project-index.yaml) for the active service only.
3. Load [Runtime Read Policy](runtime-read-policy.md).
4. Load [Context Cache Policy](context-cache-policy.md).
5. Load service snapshot — project-status / Project Index `snapshot` for the active service.
6. Read [phase-manifest.yaml](phase-manifest.yaml).
7. Read [service-manifest.yaml](service-manifest.yaml).
8. Read only latest handover — project-status / Project Index.
9. Additional documents per Runtime Read Policy only.
Use snapshot + index for baseline inventory. Do not re-read completed phase documents when snapshot is valid.
Use project-status + snapshot + index for baseline inventory. Do not re-read completed phase documents when snapshot is valid. Do not inspect unrelated services when project-status exists.
## Fallback reconstruction
@ -92,16 +94,18 @@ When a phase marks **Complete** for a service:
4. Set `last_updated` to completion date.
5. Set `last_handover_reference` to the handover just completed.
6. Update [project-index.yaml](project-index.yaml): `current_version`, `current_phase`, `next_phase`, `latest_handover`, `snapshot_file`.
7. Clear resolved items from `open_todos`; carry forward known limitations.
8. Pass the **Service Snapshot** and **Project Index** quality gates ([quality-gates.md](quality-gates.md)).
7. Update [`docs/project-status.yaml`](../project-status.yaml) and [`docs/project-status.md`](../project-status.md) per `automatic_update_rules` (completed/remaining phases, deployment_readiness, percentages, critical_path, execution_priority, service completion, timestamps). Never write deprecated `next_recommended_phase` as an active field.
8. Clear resolved items from `open_todos`; carry forward known limitations.
9. Pass the **Project Status**, **Service Snapshot**, and **Project Index** quality gates ([quality-gates.md](quality-gates.md)).
Framework-only phases: N/A unless they define snapshot schema/policy (update policy docs only).
Framework-only phases: update Project Status + policy docs; snapshot N/A unless they define snapshot schema/policy.
## Relationship to other policies
| Policy | Role |
| --- | --- |
| [project-index.yaml](project-index.yaml) | Discovery entry — paths to snapshots, roadmaps, handovers |
| [project-status.yaml](../project-status.yaml) | Platform execution dashboard — critical_path, execution_priority, deployment_readiness |
| [project-index.yaml](project-index.yaml) | Path resolver — snapshots, roadmaps, handovers |
| [runtime-read-policy.md](runtime-read-policy.md) | What may load beyond index + snapshot |
| [context-cache-policy.md](context-cache-policy.md) | Whether to re-read unchanged docs |
| [service-snapshot-policy.md](service-snapshot-policy.md) | Snapshot schema and regeneration |
@ -118,6 +122,7 @@ Discovery baseline inventory SHOULD come from the snapshot first, then latest ha
## Related Documents
- [Project Status](../project-status.yaml)
- [Project Index](project-index.yaml)
- [Runtime Read Policy](runtime-read-policy.md)
- [Context Cache Policy](context-cache-policy.md)

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@ -1,151 +1,151 @@
# Service Template
How to design a new **independent** service under `backend/services/<name>/`.
Use when the capability is shared across domains or requires sole database ownership (patterns: Loyalty [ADR-011](../architecture/adr/ADR-011.md), Communication [ADR-012](../architecture/adr/ADR-012.md)).
For a slice inside an existing service, use [module-template.md](module-template.md) instead.
## Architecture
1. Deployable FastAPI app with package layout per [service-architecture.md](../architecture/service-architecture.md) and [coding-standards.md](../development/coding-standards.md).
2. Layering: `API → Services → Repositories → Models`.
3. Database-per-service ([ADR-001](../architecture/adr/ADR-001.md)).
4. Outbox-ready events ([ADR-006](../architecture/adr/ADR-006.md)).
5. No imports of other services’ models/repos.
6. Frontend remains a separate client ([ADR-002](../architecture/adr/ADR-002.md)).
```
backend/services/<name>/
app/
api/v1/
core/ # config, database, security, logging
models/
schemas/
services/
commands/ # state-changing use cases (or equivalent)
queries/ # read use cases (or equivalent)
policies/ # authz / domain policies
specifications/
repositories/
providers/ # adapters if this service owns providers
events/
permissions/
middlewares/
validators/
tests/
alembic/
Dockerfile.dev
requirements.txt
README.md
```
Mandatory artifact defaults: [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md). Boundaries: [boundary-rules.md](boundary-rules.md).
## Ownership
| Owns | Must not own |
| --- | --- |
| Its database schema and migrations | Other services’ tables |
| Its permission tree `{service}.*` | Foreign domain aggregates |
| Its public API + publish events | UI business rules |
| Provider adapters for its channel/domain | Direct calls into other DBs |
Document boundaries in [module-boundaries.md](../architecture/module-boundaries.md) when introducing a platform service.
## Dependencies
| Kind | Rule |
| --- | --- |
| Core | Entitlement / tenant identity as required |
| Other services | HTTP + events only |
| Providers | Behind protocols; register in [provider-registry.md](../provider-registry.md) |
| shared-lib | Envelope, JWT helpers, exceptions only |
| AI | Optional contract; core flows work without AI |
## Public APIs
- Versioned under `/api/v1`
- Documented in service README and eventually [api-reference.md](../reference/api-reference.md) / [services-contracts.md](../reference/services-contracts.md)
- Auth: JWT + tenant header pattern used by sibling services
- Stable error codes via shared exceptions
- See [api-template.md](api-template.md)
## Private APIs
- Internal-only routes (if any) require internal service token or network isolation
- Never expose admin debug endpoints without auth in non-dev profiles
- Do not publish private routes in public contracts
## Events
- Publish domain events for state changes other services may need
- Prefer outbox in the same transaction as writes
- Naming and payload rules: [event-template.md](event-template.md)
- Catalog: [event-catalog.md](../reference/event-catalog.md)
## Database Ownership
| Field | Value |
| --- | --- |
| Database name | `<name>_db` |
| Migrations | Alembic in this service only |
| Cross-DB FK | Forbidden |
| Tenant column | Required on business tables |
Reference: [database-architecture.md](../architecture/database-architecture.md), [database-schema.md](../reference/database-schema.md).
## Configuration
- All settings via env / settings class — no hardcoded secrets or brand
- Document keys in `.env.example` and service README when the phase wires runtime
- Feature flags / entitlement keys documented
## Permissions
- Prefix: `{service}.*`
- Map routes to permission checks
- Document tree in module registry and phase doc
## Tenant Awareness
- Middleware / deps resolve `tenant_id`
- Repositories always filter by tenant for tenant-owned rows
- Isolation tests mandatory
- See [multi-tenant-architecture.md](../architecture/multi-tenant-architecture.md)
## Monitoring
- Structured logging via service logging setup
- Operational stats endpoints when the domain requires them (see Communication monitoring pattern)
- Align with [deployment/monitoring.md](../deployment/monitoring.md)
## Health Checks
| Endpoint | Purpose |
| --- | --- |
| `GET /health` | Liveness (and basic dependency signal as appropriate) |
| `GET /capabilities` | Feature/channel discovery for platform services |
| `GET /metrics` | Operational metrics (or justified N/A) |
Register health URL in [service-manifest.yaml](service-manifest.yaml). Keep OpenAPI accurate for `/api/v1` routes.
## Registration Checklist
- [ ] [service-manifest.yaml](service-manifest.yaml)
- [ ] [module-registry.md](../module-registry.md)
- [ ] ADR if platform ownership decision
- [ ] Phase doc + handover (DoD + Enterprise Completeness)
- [ ] Compose/port docs when runtime is in scope
- [ ] Tests per [testing-template.md](testing-template.md)
- [ ] Mandatory artifacts for foundation phase delivered
## Related Documents
- [Module Template](module-template.md)
- [Phase Template](phase-template.md)
- [Definition of Done](definition-of-done.md)
- [Boundary Rules](boundary-rules.md)
- [Module Registry](../module-registry.md)
- [Service Architecture](../architecture/service-architecture.md)
- [ADR-001](../architecture/adr/ADR-001.md)
# Service Template
How to design a new **independent** service under `backend/services/<name>/`.
Use when the capability is shared across domains or requires sole database ownership (patterns: Loyalty [ADR-011](../architecture/adr/ADR-011.md), Communication [ADR-012](../architecture/adr/ADR-012.md)).
For a slice inside an existing service, use [module-template.md](module-template.md) instead.
## Architecture
1. Deployable FastAPI app with package layout per [service-architecture.md](../architecture/service-architecture.md) and [coding-standards.md](../development/coding-standards.md).
2. Layering: `API → Services → Repositories → Models`.
3. Database-per-service ([ADR-001](../architecture/adr/ADR-001.md)).
4. Outbox-ready events ([ADR-006](../architecture/adr/ADR-006.md)).
5. No imports of other services’ models/repos.
6. Frontend remains a separate client ([ADR-002](../architecture/adr/ADR-002.md)).
```
backend/services/<name>/
app/
api/v1/
core/ # config, database, security, logging
models/
schemas/
services/
commands/ # state-changing use cases (or equivalent)
queries/ # read use cases (or equivalent)
policies/ # authz / domain policies
specifications/
repositories/
providers/ # adapters if this service owns providers
events/
permissions/
middlewares/
validators/
tests/
alembic/
Dockerfile.dev
requirements.txt
README.md
```
Mandatory artifact defaults: [mandatory-phase-artifacts.md](mandatory-phase-artifacts.md). Boundaries: [boundary-rules.md](boundary-rules.md).
## Ownership
| Owns | Must not own |
| --- | --- |
| Its database schema and migrations | Other services’ tables |
| Its permission tree `{service}.*` | Foreign domain aggregates |
| Its public API + publish events | UI business rules |
| Provider adapters for its channel/domain | Direct calls into other DBs |
Document boundaries in [module-boundaries.md](../architecture/module-boundaries.md) when introducing a platform service.
## Dependencies
| Kind | Rule |
| --- | --- |
| Core | Entitlement / tenant identity as required |
| Other services | HTTP + events only |
| Providers | Behind protocols; register in [provider-registry.md](../provider-registry.md) |
| shared-lib | Envelope, JWT helpers, exceptions only |
| AI | Optional contract; core flows work without AI |
## Public APIs
- Versioned under `/api/v1`
- Documented in service README and eventually [api-reference.md](../reference/api-reference.md) / [services-contracts.md](../reference/services-contracts.md)
- Auth: JWT + tenant header pattern used by sibling services
- Stable error codes via shared exceptions
- See [api-template.md](api-template.md)
## Private APIs
- Internal-only routes (if any) require internal service token or network isolation
- Never expose admin debug endpoints without auth in non-dev profiles
- Do not publish private routes in public contracts
## Events
- Publish domain events for state changes other services may need
- Prefer outbox in the same transaction as writes
- Naming and payload rules: [event-template.md](event-template.md)
- Catalog: [event-catalog.md](../reference/event-catalog.md)
## Database Ownership
| Field | Value |
| --- | --- |
| Database name | `<name>_db` |
| Migrations | Alembic in this service only |
| Cross-DB FK | Forbidden |
| Tenant column | Required on business tables |
Reference: [database-architecture.md](../architecture/database-architecture.md), [database-schema.md](../reference/database-schema.md).
## Configuration
- All settings via env / settings class — no hardcoded secrets or brand
- Document keys in `.env.example` and service README when the phase wires runtime
- Feature flags / entitlement keys documented
## Permissions
- Prefix: `{service}.*`
- Map routes to permission checks
- Document tree in module registry and phase doc
## Tenant Awareness
- Middleware / deps resolve `tenant_id`
- Repositories always filter by tenant for tenant-owned rows
- Isolation tests mandatory
- See [multi-tenant-architecture.md](../architecture/multi-tenant-architecture.md)
## Monitoring
- Structured logging via service logging setup
- Operational stats endpoints when the domain requires them (see Communication monitoring pattern)
- Align with [deployment/monitoring.md](../deployment/monitoring.md)
## Health Checks
| Endpoint | Purpose |
| --- | --- |
| `GET /health` | Liveness (and basic dependency signal as appropriate) |
| `GET /capabilities` | Feature/channel discovery for platform services |
| `GET /metrics` | Operational metrics (or justified N/A) |
Register health URL in [service-manifest.yaml](service-manifest.yaml). Keep OpenAPI accurate for `/api/v1` routes.
## Registration Checklist
- [ ] [service-manifest.yaml](service-manifest.yaml)
- [ ] [module-registry.md](../module-registry.md)
- [ ] ADR if platform ownership decision
- [ ] Phase doc + handover (DoD + Enterprise Completeness)
- [ ] Compose/port docs when runtime is in scope
- [ ] Tests per [testing-template.md](testing-template.md)
- [ ] Mandatory artifacts for foundation phase delivered
## Related Documents
- [Module Template](module-template.md)
- [Phase Template](phase-template.md)
- [Definition of Done](definition-of-done.md)
- [Boundary Rules](boundary-rules.md)
- [Module Registry](../module-registry.md)
- [Service Architecture](../architecture/service-architecture.md)
- [ADR-001](../architecture/adr/ADR-001.md)

4
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@ -27,6 +27,7 @@ Commercial product name: **Torbat Pages**. Prefer `experience` over the historic
7. Implementation phases are registered as **Phase 11.0–11.10** in [phase-manifest.yaml](../../ai-framework/phase-manifest.yaml); roadmap in [experience-roadmap.md](../../experience-roadmap.md).
8. Product AI remains optional and external ([ai-architecture.md](../ai-architecture.md)). Core authoring/publish works when AI is off.
9. UI builders and public shells live in `frontend/` only ([ADR-002](ADR-002.md)); this service exposes APIs and events.
10. Public-surface cross-service attachments use **Published Resource** `publish_id` ([ADR-022](ADR-022.md)) — Forms/Surveys/Appointments support standalone publish.
## Consequences
@ -61,4 +62,5 @@ Commercial product name: **Torbat Pages**. Prefer `experience` over the historic
- [Module Boundaries](../module-boundaries.md)
- [Phase Manifest](../../ai-framework/phase-manifest.yaml)
- [Service Manifest](../../ai-framework/service-manifest.yaml)
- [ADR-001](ADR-001.md) · [ADR-002](ADR-002.md) · [ADR-003](ADR-003.md) · [ADR-008](ADR-008.md) · [ADR-012](ADR-012.md)
- [ADR-001](ADR-001.md) · [ADR-002](ADR-002.md) · [ADR-003](ADR-003.md) · [ADR-008](ADR-008.md) · [ADR-012](ADR-012.md) · [ADR-022](ADR-022.md)
- [Published Resource Architecture](../published-resource-architecture.md)

76
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@ -0,0 +1,76 @@
# ADR-022: Platform Published Resource Architecture
| Field | Value |
| --- | --- |
| Status | Accepted |
| Date | 2026-07-27 |
| Deciders | Platform Architecture |
| Supersedes | — |
| Superseded by | — |
| Amended | 2026-07-27 — Published Actions, Public Access Model, Universal Embed (additive) |
## Context
Experience Platform ([ADR-016](ADR-016.md)) and many verticals publish public surfaces (sites, pages, forms, menus, campaigns, cards, events). Payment, Communication, Short Link, QR, Analytics, CRM, and future products (Torbat Link, Torbat QR, Torbat Card, Torbat Booking, Torbat Ticket, Torbat Event, Torbat Learning) need a stable cross-service identity for those surfaces.
Without a shared abstraction, services couple to Experience (or vertical) internal table ids, force Form/Survey/Appointment to depend on Site/Page, and invent incompatible URL schemes.
Public surfaces also need extensible **actions**, **access policies**, and **embed modes** without Experience owning auth, payment, or vertical business logic.
## Decision
1. Introduce **Published Resource** as the platform-wide abstraction for anything that can be published publicly.
2. Introduce a logical **Publish Target Registry** with fields: `publish_id`, `tenant_id`, `resource_type`, `resource_id`, `canonical_url`, `publish_status`, `visibility`, `owner_service`.
3. `resource_type` is an **open string registry** — architecture must not hardcode a closed list; unlimited future types are allowed.
4. **Form**, **Survey**, and **Appointment** MUST support **standalone publishing** and MUST NOT depend on Site or Page; optional Site binding remains allowed.
5. All cross-service integrations that attach to a public surface MUST reference **`publish_id` only** — never Experience/vertical internal tables.
6. Reserve standard public URL prefixes (`/s/`, `/p/`, `/f/`, `/survey/`, `/book/`, `/menu/`, `/card/`, `/event/`, …) without implementing routing in this decision.
7. Future products (Torbat Link, QR, Card, Booking, Ticket, Event, Learning) consume Published Resources and never own Experience data.
8. Payment may attach to any Published Resource; Communication triggers, Short Link, QR, and Analytics all key off `publish_id`.
9. Introduce **Published Actions**: every Published Resource may expose zero or more actions via an open **Action Registry** (`action_key`, `display_name`, `owning_service`, `permission`, `capability`, `feature_toggle`, `supported_resource_types`). Future services register actions without modifying Experience. Contract: [published-action-registry.md](../../reference/published-action-registry.md).
10. Introduce a **Public Access Model** with an open strategy registry (Public, Private, Authenticated, Tenant Members, Role Based, Password Protected, OTP Protected, Paid Access, Invitation Only, Signed URL, Temporary Link, Expiration, Rate Limited, Geo Restricted reserved, future). Experience must never own authentication (Identity/Core), payment unlock (Payment), or membership evaluation (Loyalty). Contract: [public-access-contract.md](../../reference/public-access-contract.md).
11. Introduce **Universal Embed Architecture** with open embed types (Iframe, JavaScript SDK, Widget, Popup, Inline, Modal, Floating Button, future). Contracts cover responsive sizing, security/sandbox, origin validation, permission delegation, token passing, theming inheritance, analytics propagation. Contract: [embed-contract.md](../../reference/embed-contract.md).
12. Experience owns publishing, presentation, rendering metadata, and embed metadata; other services own business logic for their actions and domains.
13. Normative detail lives in [published-resource-architecture.md](../published-resource-architecture.md) and related contracts.
14. This ADR is **architecture/documentation only** — no schema, API, frontend, or migration is authorized by accepting this ADR alone. Implementation requires a future registered phase.
15. With decisions 1–14 documented, Experience Platform architecture is marked **ARCHITECTURE COMPLETE** (implementation remains future work).
## Consequences
### Positive
- One public identity (`publish_id`) for all present and future products
- Decouples Payment / Communication / Link / QR / Analytics from Experience internals
- Forms, surveys, appointments can ship as standalone public products
- Extensible resource types, actions, access strategies, and embed types without rewriting Experience
- Clear ownership: Experience presents; verticals execute
### Negative
- Future implementation must introduce registry storage and resolution APIs carefully
- Existing publish shells may need additive mapping to `publish_id` / actions / access / embed in later phases
### Neutral
- Experience remains owner of its aggregates ([ADR-016](ADR-016.md))
- Completed phases 11.0–11.10 are unchanged by this ADR
- Additive amendments are backward compatible with the initial Published Resource decisions
## Alternatives Considered
1. **Use Experience `page_id` / `form_id` as the global key** — rejected (couples all consumers to Experience schema; fails for non-Experience owners).
2. **Per-product public identity** — rejected (duplicates Short Link / QR / Payment attachment models).
3. **Require Site→Page hierarchy for all surfaces** — rejected (blocks standalone Form/Survey/Appointment products).
4. **Hardcode action / access / embed enums in Experience** — rejected (blocks future services from registering capabilities).
5. **Experience owns authentication for public access** — rejected (violates Identity/Core ownership).
## Related Documents
- [Published Resource Architecture](../published-resource-architecture.md)
- [Published Resource Contracts](../../reference/published-resource-contracts.md)
- [Published Action Registry](../../reference/published-action-registry.md)
- [Public Access Contract](../../reference/public-access-contract.md)
- [Embed Contract](../../reference/embed-contract.md)
- [ADR-016](ADR-016.md) · [ADR-012](ADR-012.md) · [ADR-020](ADR-020.md) · [ADR-002](ADR-002.md) · [ADR-004](ADR-004.md) · [ADR-011](ADR-011.md)
- [Module Boundaries](../module-boundaries.md)
- [Experience Roadmap](../../experience-roadmap.md)

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# ADR-023: Commercial Platform Foundation (Business Bundles, Pricing, Subscriptions)
| Field | Value |
| --- | --- |
| Status | Accepted |
| Date | 2026-07-28 |
| Deciders | Platform Architecture |
| Supersedes | — |
| Superseded by | — |
| Extends | [ADR-020](ADR-020.md), [ADR-021](ADR-021.md), [ADR-003](ADR-003.md), [ADR-008](ADR-008.md) |
## Context
Product Integration Wave 1 introduced a **frontend-only** commercial bundle catalog (`frontend/lib/business-bundles.ts`). Payment defines **service-local L2 bundles** ([ADR-021](ADR-021.md)). Experience, Hospitality, and other services similarly use service-owned capability packs.
Without a platform-level commercial abstraction:
1. Bundle definitions drift between React, Payment, and verticals.
2. Pricing is mixed into marketing copy or service schemas.
3. Subscription, license, and entitlement semantics diverge across Identity, Core, Payment, and Accounting.
4. Business-type recommendations cannot be governed as contracts.
5. Activation of a tenant workspace cannot be sequenced as durable, cross-service events.
The platform needs a **Commercial Foundation**: architecture and contracts only — no engines, migrations, or product modules in this decision.
## Decision
1. Introduce **Business Bundle Architecture** as a **platform concept** owned by **Core Platform** commercial layer — not frontend-only, not Payment-only, not Experience-only.
2. Canonical aggregates (logical; no schema authorized by this ADR alone):
- `BusinessBundleDefinition`
- `BusinessBundleVersion`
- `BusinessBundleService`
- `BusinessBundleModule`
- `BusinessBundleFeature`
- `BusinessBundlePricingReference` (opaque refs only — **pricing does not live inside bundles**)
- `BusinessBundleRecommendationRule`
- `BusinessBundleVisibility`
- `BusinessBundleLifecycle`
- `BusinessBundleMetadata`
3. Introduce an independent **Pricing Catalog** (monthly, yearly, usage, trial, promotional, enterprise quote; future regional/tax/coupon/discount/reseller) as separate contracts.
4. Introduce **Subscription contracts** (`Subscription`, `SubscriptionPlan`, `SubscriptionItem`, `SubscriptionLicense`, status/period/renewal/cancellation/grace) owned commercially by Core — Payment may later attach billing shells via existing reserved contracts; Payment does **not** own platform subscription lifecycle.
5. Introduce **License & Entitlement** contracts (service / module / feature entitlement, quota, usage limits, capability flags, tenant visibility) integrating Identity, Payment, Accounting, Experience, CRM, Communication **by reference only**.
6. Introduce a **Business Type Catalog** and **rule-based Recommendation** contracts (no AI).
7. Document an **Activation Flow** as event contracts only (Business Created → … → Dashboard Generated).
8. Specify **Admin Portal screens** for commercial management — no frontend implementation in this phase.
9. **Source of truth** for business bundles and commercial catalogs is `docs/reference/*` (and optional YAML catalogs). Frontend TypeScript catalogs MUST become **generated artifacts**; manual React maintenance of commercial truth is forbidden going forward.
10. Distinguish clearly:
- **BusinessBundle\*** = cross-product commercial packaging (this ADR)
- **Payment / Experience / Hospitality L2 bundles** = service-owned capability packs ([ADR-021](ADR-021.md), vertical ADRs) — referenced by Business Bundles, never absorbed
11. This ADR is **architecture + contracts + admin specification only**. No backend feature engines, migrations, APIs, databases, customer portals, or future product foundations (QR, Short Links, Booking, Torbat Credit, Payment 14.6+, Experience FE-11.6+, Marketplace) are authorized.
## Consequences
### Positive
- One commercial vocabulary for every product
- Pricing and packaging remain separable
- Frontend and services consume the same contracts
- Activation is event-sequenced without premature implementation
- Compatible with existing Payment L1/L2/L3 and Published Resource models
### Negative
- Future implementation must introduce Core commercial storage carefully
- Existing frontend catalog must be regenerated from docs (transition debt)
### Neutral
- Completed Payment 14.0–14.5, Experience FE-11.0–11.5, and Product Integration Wave 1 UX remain unchanged
- Service L2 bundles continue to be owned by their services
## Alternatives Considered
1. **Keep React as catalog source of truth** — rejected (duplicates, no admin governance, violates ADR-002 commercial governance).
2. **Put commercial bundles inside Payment** — rejected (Payment owns payment capability packs only; commercial packaging is cross-product).
3. **Put pricing inside BusinessBundleDefinition** — rejected (blocks regional/tax/coupon evolution and plan reuse).
4. **AI recommendation engine now** — rejected (out of scope; rule contracts only).
## Related Documents
- [Commercial Platform Architecture](../commercial-platform-architecture.md)
- [Business Bundle Contracts](../../reference/business-bundle-contracts.md)
- [Business Bundles Catalog](../../reference/business-bundles.md)
- [Pricing Catalog](../../reference/pricing-catalog.md)
- [Subscription Contracts](../../reference/subscription-contracts.md)
- [License & Entitlement Contracts](../../reference/license-entitlement-contracts.md)
- [Business Type Catalog](../../reference/business-type-catalog.md)
- [Recommendation Contracts](../../reference/recommendation-contracts.md)
- [Activation Flow Contracts](../../reference/activation-flow-contracts.md)
- [Commercial Admin Portal Spec](../../reference/commercial-admin-portal-spec.md)
- [Payment Contracts](../../reference/payment-contracts.md) · [ADR-020](ADR-020.md) · [ADR-021](ADR-021.md) · [ADR-022](ADR-022.md)
---
## Amendment — Commercial Foundation v1.1 (2026-07-28)
| Field | Value |
| --- | --- |
| Status | Accepted (additive amendment) |
| Date | 2026-07-28 |
| Amends | This ADR (decisions 1–11 remain in force) |
### Context
The v1 Commercial Foundation packaged businesses via bundles, pricing, subscriptions, and licenses, but did not yet provide a permanently extensible **product / capability / automation / extension** model. Without it, each future commercial product risks requiring Core architecture edits.
### Additional decisions (additive)
12. Introduce an open **Platform Product Catalog** and **Dynamic Product Registry** (`PlatformProduct*` aggregates). Every commercial offering is a PlatformProduct. Product lists are **never hardcoded** in architecture — unlimited future products via registry entries only.
13. Introduce **Marketplace Compatibility** declarations on products (`requires_marketplace`, `marketplace_optional`, `marketplace_compatible`, publisher/consumer/plugin/extension/integration roles). Marketplace remains an independent product.
14. Introduce an **Automation Catalog** (types + packs). **Automation is not a PlatformProduct.**
15. Introduce an **Extension Registry** (widgets, blocks, actions, embeds, connectors, templates, reports, dashboards, themes, integrations, validators, automation packs, AI skills, … — open kinds). No ownership conflicts: publisher product + runtime owner service.
16. Introduce a **Capability Registry**. Capabilities are independent reusable objects; products consume them; bundles reference them; definitions are never duplicated.
17. **Business Bundles (v1.1)** MUST reference products, capabilities, automation packs, extensions, pricing, and subscription/license plan refs — never embed implementations. Legacy service/module/feature refs remain valid.
18. **Future Product Rules:** adding a future product requires only (1) PlatformProduct registration, (2) capability declaration, (3) documentation, (4) optional bundle mapping — **no Core architecture changes**.
19. Introduce a **Commercial Dependency Graph** (`requires`, `optional`, `conflicts`, `recommended`, `deprecated`, `replacement`).
20. This amendment remains **architecture + contracts only**. It does not authorize backend/frontend/DB/API implementation or any future product engines.
### Related Documents (v1.1)
- [Product Catalog](../../reference/product-catalog.md)
- [Product Registry](../../reference/product-registry.md)
- [Capability Registry](../../reference/capability-registry.md)
- [Automation Catalog](../../reference/automation-catalog.md)
- [Extension Registry](../../reference/extension-registry.md)
- [Dependency Graph](../../reference/dependency-graph.md)
- [Commercial Compatibility Matrix](../../reference/commercial-compatibility-matrix.md)
- [Commercial Foundation v1.1 Report](../../commercial-platform-foundation-v1.1-report.md)
---
## Amendment — Commercial Foundation v1.2 (2026-07-28)
| Field | Value |
| --- | --- |
| Status | Accepted (additive amendment) |
| Date | 2026-07-28 |
| Amends | This ADR (decisions 1–20 remain in force) |
### Context
v1.1 made products, capabilities, automation, and extensions permanently extensible. The foundation still needed reusable **assets**, open **metadata**, and independent **policy** contracts, plus universal **versioning** and **references**, to close the commercial architecture layer without implementing engines.
### Additional decisions (additive)
21. Introduce a **Universal Asset Registry**. Assets are reusable commercial resources (templates, themes, libraries, packs, …). Assets are **not** products, bundles, or capabilities. Asset types are open-ended.
22. Document **Asset Lifecycle** states: draft, review, published, deprecated, archived, deleted, versioned, cloned, installed, shared, marketplace_ready (plus install/share records).
23. Introduce a **Metadata Registry**: every registry object may carry an open attribute bag (`slug`, `tags`, `labels`, industry/locale/country/language/currency/timezone/brand/owner/support_level/release_channel/icon/color/seo/marketing/visibility/documentation/beta/deprecated/`custom_attributes`, …). Unlimited future keys; no schema change required.
24. Introduce **Policy Engine contracts** (independent policies: eligibility, licensing, commercial, regional, pricing, tax, promotion, discount, activation, feature visibility, capability access, quota, marketplace rules, compliance, security, support, trial, renewal, expiration, …). **No evaluation engine** in this amendment.
25. Policies may target open kinds: product, bundle, capability, subscription, license, tenant, workspace, business type, country, region, industry, automation, asset, metadata, and future object types.
26. Document **Asset Marketplace** distribution modes (installed, shared, cloned, purchased, free, enterprise only, private, organization only, marketplace ready) without implementing Marketplace.
27. **All registries support versions** via shared versioning contracts.
28. **Every registry object** receives a stable universal `registry_object_id` — commercial cross-refs must not use service-specific identifiers as SoT.
29. With decisions 1–28 documented, the **Commercial Platform Foundation** is declared **ARCHITECTURE COMPLETE**. Implementation requires future registered phases and is not authorized by this ADR alone.
### Related Documents (v1.2)
- [Asset Registry](../../reference/asset-registry.md)
- [Asset Lifecycle](../../reference/asset-lifecycle.md)
- [Asset Marketplace Contracts](../../reference/asset-marketplace-contracts.md)
- [Metadata Registry](../../reference/metadata-registry.md)
- [Policy Engine Contracts](../../reference/policy-engine-contracts.md)
- [Policy Targets](../../reference/policy-targets.md)
- [Registry Versioning](../../reference/registry-versioning.md)
- [Universal Reference Contracts](../../reference/universal-reference-contracts.md)
- [Commercial Foundation v1.2 Report](../../commercial-platform-foundation-v1.2-report.md)

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| [ADR-020](ADR-020.md) | Independent Enterprise Payment Platform Service (Torbat Pay) | Accepted |
| [ADR-021](ADR-021.md) | Payment Platform Licensing, Routing & Integration Contracts | Accepted |
| [ADR-022](ADR-022.md) | Platform Published Resource Architecture (incl. Actions, Access, Embed) | Accepted |
| [ADR-023](ADR-023.md) | Commercial Platform Foundation (Business Bundles, Pricing, Subscriptions) | Accepted |
Template: [adr-template.md](../../templates/adr-template.md)

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@ -51,6 +51,7 @@ Build a **multi-tenant**, **modular**, **API-first**, **microservice-ready** Sup
| [ai-architecture.md](ai-architecture.md) | AI independence rules |
| [compliance-architecture.md](compliance-architecture.md) | Audit, posting engine, regulated flows |
| [published-resource-architecture.md](published-resource-architecture.md) | Public surfaces, Publish Target Registry, `publish_id` ([ADR-022](adr/ADR-022.md)) |
| [commercial-platform-architecture.md](commercial-platform-architecture.md) | Business Bundles, Pricing, Subscriptions, Licenses, Activation ([ADR-023](adr/ADR-023.md)) |
| [adr/](adr/) | Architecture Decision Records |
## 5. Non-Goals of This Document

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# Commercial Platform Architecture
> **Architecture / contracts only.** No engines, migrations, APIs, or frontend portals are authorized by this document alone.
> ADR: [ADR-023](adr/ADR-023.md)
> Phase: `commercial-foundation` (+ patches **v1.1**, **v1.2**)
> Contract family version: `commercial.v1.2`
> **Status: ARCHITECTURE COMPLETE** (implementation remains future work)
---
## 1. Purpose
The **Commercial Platform Foundation** defines how every TorbatYar offering is registered as a product, packaged into bundles, priced, subscribed, licensed, recommended, extended, automated (by reference), asset-backed, metadata-annotated, policy-governed, versioned, and activated for a tenant business.
It is a **permanently extensible platform layer**. Future products, assets, metadata keys, and policies are **registry entries** — architecture must not require modification when they are added.
---
## 2. Ownership
| Concern | Owner | Storage (future) | Notes |
| --- | --- | --- | --- |
| Platform Product Registry | Core Platform (commercial) | `core_platform_db` (future) | Open-ended products |
| Capability Registry | Core Platform (commercial) | future | Reusable capabilities |
| Automation Catalog | Core Platform (commercial) | future | **Not** a product |
| Extension Registry | Core commercial vocabulary; runtime owner per extension | future | No ownership conflicts |
| Asset Registry | Core commercial vocabulary; payload owner per asset | future | **Not** product/bundle/capability |
| Metadata Registry | Core Platform (commercial) | future | Unlimited keys |
| Policy Engine contracts | Core Platform (commercial) | future | No engine in this wave |
| Dependency Graph | Core Platform (commercial) | future | Refs only |
| Universal references / versioning | Core Platform (commercial) | future | Stable IDs |
| Business Bundle catalog | Core Platform (commercial) | future | Lightweight refs |
| Pricing Catalog | Core Platform (commercial) | future | Independent of bundles |
| Subscription lifecycle | Core Platform (commercial) | future | Refs to Payment billing shells only |
| License & entitlement projection | Core Platform | existing + future | L1 commercial truth |
| Payment L2/L3 bundles & toggles | Payment | `payment_db` | [ADR-021](adr/ADR-021.md) |
| Experience / vertical L2 packs | Owning service | service DB | Referenced, not owned here |
| Marketplace domain | Marketplace product/service (when implemented) | marketplace DB | Independent; assets may declare marketplace readiness |
| Published Resources / Actions / Embed | Experience + owning services | per ADR-022 | Unchanged |
| Identity membership / SSO | Identity | `identity_access_db` | AuthN/AuthZ only |
| Accounting commercial contract | Accounting | accounting DB | Opaque contract refs |
| Admin commercial UI | Frontend (future) | — | Spec only |
**Forbidden ownership:**
- Frontend React as source of truth for products/bundles/pricing/assets
- Payment owning Platform Product / Asset / Policy registries or Pricing Catalog
- Experience owning subscription/license truth, Asset Registry, or foreign product connectors
- Bundles/assets embedding implementations or pricing amounts
- Treating Automation or Assets as PlatformProducts
- Hardcoding closed product/capability/asset/policy enums in Core architecture
- Marketplace owning Asset Registry vocabulary
---
## 3. Aggregate map (logical) — v1.2
```
CapabilityRegistry ◄──── PlatformProductRegistry ────► ExtensionRegistry
▲ │
│ ├─ AutomationCatalog (packs; not products)
│ ├─ AssetRegistry (templates/themes/…; not products)
│ ├─ PolicyEngine (independent policies)
│ └─ MetadataRegistry (any target)
│
│ UniversalReference + RegistryVersioning
│ DependencyGraph
│
BusinessTypeCatalog
│ recommends
▼
BusinessBundleVersion ──refs──► products, capabilities, automation packs,
extensions, assets, pricing, policies, plans
│
▼
Subscription / License / Entitlement → ActivationPipeline (events)
```
---
## 4. Separation rules (normative)
1. **Pricing MUST NOT live inside bundle, product, or asset definitions** — pricing refs / policies only.
2. **Products, assets, capabilities, policies, metadata keys are open-ended** — registry entries only.
3. **Assets are not products, bundles, or capabilities.**
4. **Automation is a catalog, not a product.**
5. **Policies are independent** — attach by target bindings; no evaluation engine in this wave.
6. **Metadata** is unlimited-key additive JSON; ignore-unknown.
7. **Extensions** declare publisher + runtime owner; assets declare publisher + optional payload owner.
8. **Marketplace** is independent; products/assets declare compatibility or marketplace readiness only.
9. **Business Bundles remain lightweight** — references only.
10. **Universal `registry_object_id`** for cross-refs — no service-specific commercial SoT IDs.
11. **All registries support versions** — [registry-versioning.md](../reference/registry-versioning.md).
12. **Recommendations never activate**; **activation is event-contracted**.
13. **Frontend catalogs are generated** from docs/YAML SoT.
14. **Future products** require only registration + capabilities + docs + optional bundle mapping (v1.1 rules).
15. **Future assets/policies/metadata keys** require only registry entries — no Core architecture changes.
---
## 5. Compatibility with existing ADRs
| ADR | Compatibility |
| --- | --- |
| ADR-001 | Future commercial storage in Core DB only; no shared DB |
| ADR-002 | Admin UI consumes contracts; backend owns truth |
| ADR-003 | All commercial rows tenant-scoped when materialized |
| ADR-006 | Activation / subscription transitions use outbox events |
| ADR-008 / onboarding-4 | Workspace init remains Core/onboarding; commercial activation emits requests |
| ADR-020 / ADR-021 | Payment L1 gated by Core; L2/L3 stay in Payment; billing shells reserved |
| ADR-022 | Published Resources unchanged; assets/extensions may support presentation by ref |
| ADR-023 | Base + **v1.1** + **v1.2** amendments; architecture complete for commercial foundation layer |
---
## 6. Document map
| Document | Role |
| --- | --- |
| [product-catalog.md](../reference/product-catalog.md) | PlatformProduct aggregates |
| [product-registry.md](../reference/product-registry.md) | Dynamic product registry + marketplace compatibility |
| [capability-registry.md](../reference/capability-registry.md) | Reusable capabilities |
| [automation-catalog.md](../reference/automation-catalog.md) | Automation types & packs (not products) |
| [extension-registry.md](../reference/extension-registry.md) | Widgets, actions, embeds, … |
| [asset-registry.md](../reference/asset-registry.md) | Universal assets |
| [asset-lifecycle.md](../reference/asset-lifecycle.md) | Asset lifecycle states |
| [asset-marketplace-contracts.md](../reference/asset-marketplace-contracts.md) | Asset distribution / marketplace readiness |
| [metadata-registry.md](../reference/metadata-registry.md) | Generic metadata |
| [policy-engine-contracts.md](../reference/policy-engine-contracts.md) | Policy definitions |
| [policy-targets.md](../reference/policy-targets.md) | Policy target bindings |
| [registry-versioning.md](../reference/registry-versioning.md) | Cross-registry versions |
| [universal-reference-contracts.md](../reference/universal-reference-contracts.md) | Stable IDs |
| [dependency-graph.md](../reference/dependency-graph.md) | Requires / optional / conflicts / … |
| [business-bundle-contracts.md](../reference/business-bundle-contracts.md) | Bundles |
| [pricing-catalog.md](../reference/pricing-catalog.md) | Pricing |
| [subscription-contracts.md](../reference/subscription-contracts.md) | Subscriptions |
| [license-entitlement-contracts.md](../reference/license-entitlement-contracts.md) | License / entitlement |
| [activation-flow-contracts.md](../reference/activation-flow-contracts.md) | Activation events |
| [commercial-compatibility-matrix.md](../reference/commercial-compatibility-matrix.md) | Compatibility validation |
---
## 7. Explicit non-goals
- Backend feature engines, migrations, APIs, DB changes
- Frontend portals
- Implementing future products or Marketplace commerce
- Policy evaluation engine, tax/discount engines
- New roadmap implementation phases authorized by this patch alone
---
## 8. Architecture completeness
With v1 + v1.1 + **v1.2** documented, the **Commercial Platform Foundation** is declared:
### ARCHITECTURE COMPLETE
Implementation (storage, APIs, engines, admin UI, codegen) remains **future registered work** and is not authorized by accepting these contracts alone.

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# Published Resource Architecture
> **Platform-wide abstraction** for anything that can be published publicly.
> Normative decision: [ADR-022](adr/ADR-022.md)
> Experience ownership: [ADR-016](adr/ADR-016.md) · Roadmap: [experience-roadmap.md](../experience-roadmap.md)
> Contracts: [published-resource-contracts.md](../reference/published-resource-contracts.md)
**Status:** Accepted · **ARCHITECTURE COMPLETE** (documentation freeze — **no implementation in this patch**).
> Final freeze adds: **Published Actions**, **Public Access Model**, **Universal Embed Architecture** (additive, backward compatible).
## 1. Purpose
TorbatYar products publish many public surfaces (sites, pages, forms, menus, cards, events, …). Without a shared abstraction, each vertical and future product invents its own public identity, URL scheme, and cross-service coupling.
**Published Resource** is the official platform abstraction for every present and future public surface. All consumers (Payment, Communication, Short Link, QR, Analytics, CRM, verticals, future products) integrate via **`publish_id` only** — never via Experience (or other) internal tables.
## 2. Published Resource
A **Published Resource** represents anything that can be published publicly for a tenant.
| Field | Meaning |
| --- | --- |
| `publish_id` | Stable public identity (UUID). Cross-service foreign key substitute. |
| `tenant_id` | Owning tenant ([ADR-003](adr/ADR-003.md)) |
| `resource_type` | Extensible type key (string registry — **not** a closed enum in architecture) |
| `resource_id` | Owning-service aggregate id (opaque to consumers) |
| `canonical_url` | Canonical public URL path or absolute URL |
| `publish_status` | Lifecycle: `draft` · `published` · `unpublished` · `archived` (extensible) |
| `visibility` | e.g. `public` · `unlisted` · `tenant_only` (extensible) |
| `owner_service` | Service that owns the aggregate (`experience`, `hospitality`, …) |
### Resource type registry (open)
Architecture **must not hardcode** a finite type list. Types are registered as string keys. Illustrative examples (non-exhaustive):
| Example `resource_type` | Typical owner |
| --- | --- |
| `site` | experience |
| `page` | experience |
| `landing_page` | experience |
| `form` | experience |
| `survey` | experience |
| `appointment` | experience |
| `restaurant_menu` | hospitality (surface may publish via Experience) |
| `product_catalog` | marketplace / ecommerce |
| `campaign` | experience / marketing consumers |
| `digital_business_card` | experience / future Torbat Card |
| `event` | experience / future Torbat Event |
| `booking_page` | experience / future Torbat Booking |
| *future.*\* | any registered service |
Unlimited future types are allowed without ADR revision when they follow this contract.
## 3. Publish Target Registry
The **Publish Target Registry** is the logical catalog of all Published Resources.
Rules:
1. Every publicly reachable surface that other services may attach to **MUST** have a registry entry with a `publish_id`.
2. Registry entries are **tenant-scoped**.
3. Consumers resolve and attach using `publish_id` (+ `tenant_id` for isolation checks).
4. Registry ownership for Experience-authored surfaces is Experience (`experience_db`). Other owner services may publish their own surfaces into the same logical contract (API/events), never by writing Experience tables.
5. **No implementation in this documentation patch** — schema, API, and migrations are deferred to future registered phases.
Logical record:
```
PublishTarget {
publish_id
tenant_id
resource_type
resource_id
canonical_url
publish_status
visibility
owner_service
# optional metadata (locale, title_ref, …) — additive only
}
```
## 4. Independent Resources
The following Experience resource kinds **MUST NOT** require a parent Site or Page to exist or publish:
| Resource | Standalone publish | Optional Site binding |
| --- | --- | --- |
| **Form** | Required | Allowed |
| **Survey** | Required | Allowed |
| **Appointment** (appointment page / booking shell) | Required | Allowed |
Rules:
1. Forms, Surveys, and Appointments are first-class publishable resources.
2. They **may** optionally belong to a Site (and/or Page) for composition.
3. They **must** support standalone publishing with their own `publish_id` and canonical URL.
4. UI and API designs must not force “create Site → create Page → attach Form” as the only path.
Sites and Pages remain publishable resources; independence applies to Form / Survey / Appointment aggregates specifically.
## 5. Cross-Service Integration Contracts
All integrations are **documentation contracts only** until a registered implementation phase.
| Consumer | Attachment | Reference key |
| --- | --- | --- |
| Payment (Torbat Pay) | Paid form / appointment / booking / registration / event | `publish_id` |
| Communication | SMS/email/OTP/notify after submit or booking | `publish_id` |
| Short Link | Resolve short codes to public surfaces | `publish_id` |
| QR Code | Encode / resolve posters, tables, cards, events | `publish_id` |
| Analytics | Pageviews, conversions, funnels | `publish_id` |
| CRM | Lead capture / contact refs from public surfaces | `publish_id` |
| Booking | Scheduling refs attached to public bookable surfaces | `publish_id` |
| Marketplace | Catalog embed / campaign surfaces | `publish_id` |
| Hospitality | Menu / venue public surfaces | `publish_id` |
| Delivery | Campaign / logistics announcement surfaces | `publish_id` |
| Loyalty | Offer / card / campaign surfaces | `publish_id` |
| Sports Center | Membership / event / booking surfaces | `publish_id` |
| Future services | Any public attachment | `publish_id` |
**Forbidden:** consumers must not query Experience (or other) internal tables, import models, or store foreign primary keys as substitutes for `publish_id` when the public surface is the integration target.
Detail: [published-resource-contracts.md](../reference/published-resource-contracts.md).
## 6. Standard Public URL Patterns (Reserved)
Routing is **not implemented** in this patch. The following path prefixes are **reserved** for public resolution:
| Prefix | Intended use (illustrative) |
| --- | --- |
| `/s/` | Site / published site shell |
| `/p/` | Page / landing |
| `/f/` | Form |
| `/survey/` | Survey |
| `/book/` | Appointment / booking page |
| `/menu/` | Restaurant / digital menu surface |
| `/card/` | Digital business card |
| `/event/` | Event surface |
Additional prefixes may be reserved later without breaking this architecture. Canonical URLs stored on the Publish Target Registry should align with these patterns when applicable.
## 7. Future Products
The following commercial products are **architecture-reserved**. They consume Published Resources; they **never own** Experience data:
| Product | Role |
| --- | --- |
| **Torbat Link** | Short / branded link layer over Published Resources |
| **Torbat QR** | QR issuance and resolution to `publish_id` |
| **Torbat Card** | Digital business card surfaces |
| **Torbat Booking** | Booking UX over appointment / bookable resources |
| **Torbat Ticket** | Ticketing over event / paid registration resources |
| **Torbat Event** | Event publishing and discovery |
| **Torbat Learning** | Learning / knowledge page surfaces |
These products integrate through API/Events + `publish_id`. Experience remains owner of page/site/theme/form aggregates it already owns ([ADR-016](adr/ADR-016.md)).
## 8. Payment Integration
Payment ([ADR-020](adr/ADR-020.md), [ADR-021](adr/ADR-021.md)) **may attach** to any Published Resource.
Examples: Paid Form · Paid Appointment · Paid Booking · Paid Registration · Paid Event.
Contract: Payment request / checkout session stores **`publish_id`** (and `tenant_id`). Payment must not own Experience aggregates or read `experience_db`.
## 9. Communication Integration
Communication ([ADR-012](adr/ADR-012.md)) triggers may fire on Published Resource lifecycle or submission events.
Examples: SMS after submit · Email after booking · OTP · Notifications · Campaign messages.
Contract: templates and dispatches reference **`publish_id`** (plus channel/template keys owned by Communication). Providers remain Communication-owned.
## 10. Short Link Integration
Short Link ownership is **reserved** as a future/adjacent product capability (e.g. Torbat Link).
- Short codes resolve to Published Resources via `publish_id`.
- No direct dependency on Experience internals.
- Experience must not embed a competing short-link engine as source of truth.
## 11. QR Integration
QR codes resolve to Published Resources via `publish_id`.
Examples: Restaurant Table · Business Card · Poster · Event · Form · Appointment.
QR issuance may live in a future Torbat QR product or vertical adapters; payload always targets the Publish Target Registry.
## 12. Analytics
Analytics (Experience shells and future platform analytics) record **`publish_id`** for public funnel metrics.
- No ownership change: Experience analytics shells remain Experience-owned COUNT/local shells where already defined.
- Cross-service analytics consumers also key off `publish_id`, not internal page/form table ids.
## 13. Ownership & Boundaries
| Concern | Owner |
| --- | --- |
| Publish Target Registry for Experience-authored surfaces | Experience (`experience`) |
| Page / site / theme / template / form / survey / appointment shells | Experience |
| Publishing, presentation, rendering metadata, embed metadata | Experience |
| Published Action *presentation bindings* | Experience (refs `action_key`) |
| Published Action *business execution* | Owning service of the action |
| Public Access Policy metadata | Experience |
| Authentication / SSO | Identity / Core |
| Payment capture / ledger | Payment |
| Membership gates | Loyalty |
| OTP / messaging | Communication |
| Menu/item catalog source of truth | Hospitality |
| Product catalog source of truth | Marketplace / Ecommerce |
| Media binaries | File Storage |
| Short Link / QR issuance engines | Reserved products |
| Public URL edge routing | Platform edge / frontend (reserved patterns) |
| Builder UI | Frontend ([ADR-002](adr/ADR-002.md)) |
All cross-service attachments continue to reference **`publish_id` only**.
## 14. Published Actions
Every Published Resource may expose **zero or more Actions**. Actions are **service-independent** contracts registered in an open **Action Registry**.
| Field | Meaning |
| --- | --- |
| `action_key` | Open string key |
| `display_name` | Label |
| `owning_service` | Executes business logic |
| `permission` | Invocation permission |
| `capability` | Discovery key |
| `feature_toggle` | Optional enablement |
| `supported_resource_types` | Open type list |
Illustrative keys (not closed): View, Submit, Book, Reserve, Pay, Donate, Register, Download, Open Chat, Send Message, Share, Copy Link, Generate QR, Scan QR, Call, Navigate, Add To Calendar, Automation Trigger, Webhook Trigger, …
Future services register new actions **without modifying Experience**. Normative contract: [published-action-registry.md](../reference/published-action-registry.md).
## 15. Public Access Model
A **Public Access Policy** may compose open strategies, including: Public, Private, Authenticated, Tenant Members, Role Based, Password Protected, OTP Protected, Paid Access, Invitation Only, Signed URL, Temporary Link, Expiration, Rate Limited, Geo Restricted (reserved), and future strategies.
| Must not live in Experience | Owner |
| --- | --- |
| Authentication | Identity / Core |
| Payment unlock | Payment |
| Membership evaluation | Loyalty |
| OTP delivery | Communication |
Normative contract: [public-access-contract.md](../reference/public-access-contract.md).
## 16. Universal Embed Architecture
Published Resources may embed into external sites/apps. Reserved embed types (open): Iframe, JavaScript SDK, Widget, Popup, Inline, Modal, Floating Button, future types.
Embed contracts cover: responsive sizing, security/sandbox, origin validation, permission delegation, token passing, theming inheritance, analytics propagation (`publish_id`).
Normative contract: [embed-contract.md](../reference/embed-contract.md).
## 17. Capability Discovery (additive, docs only)
Future `/capabilities` (or equivalent discovery) MAY advertise:
- `published_resources: true`
- `published_actions: true` (registry available)
- `public_access_policies: true`
- `universal_embed: true`
- Open lists of known `action_key` / `embed_type` / access strategy keys
No API change in this patch — discovery additions are reserved for implementation phases.
## 18. Architecture Complete
With Published Resources, Publish Target Registry, Published Actions, Public Access Model, and Universal Embed Architecture documented and accepted under [ADR-022](adr/ADR-022.md), the **Experience Platform architecture is ARCHITECTURE COMPLETE**.
Remaining work is implementation (backend registry/APIs, frontend builders/public shells) in **future registered phases** — not architecture redesign.
## 19. Non-Goals (Architecture Patches)
- No backend schema, migrations, or APIs
- No frontend UI, embed SDK, or public routers
- No Short Link / QR / Card / Booking product implementation
- No changes to completed Experience phases 11.0–11.10 business code
- No hardcoded closed enums of resource types, actions, access strategies, or embed types
## 20. Related Documents
- [ADR-022](adr/ADR-022.md)
- [Published Resource Contracts](../reference/published-resource-contracts.md)
- [Published Action Registry](../reference/published-action-registry.md)
- [Public Access Contract](../reference/public-access-contract.md)
- [Embed Contract](../reference/embed-contract.md)
- [Module Boundaries](module-boundaries.md)
- [Integration Architecture](integration-architecture.md)
- [Experience Roadmap](../experience-roadmap.md)
- [Payment Contracts](../reference/payment-contracts.md)
- [Services Contracts](../reference/services-contracts.md)

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# Commercial Platform Foundation Report
**Phase:** `commercial-foundation`
**Date:** 2026-07-28
**Type:** Architecture + Contracts + Admin Integration (docs only)
**ADR:** [ADR-023](architecture/adr/ADR-023.md)
---
## Architecture Summary
Platform commercial layer owned by **Core Platform**:
- **Business Bundles** package services/modules/features with visibility & lifecycle — not frontend-only, not Payment-only.
- **Pricing Catalog** is independent; bundles only hold pricing references.
- **Subscriptions / Licenses / Entitlements** form the commercial grant chain.
- **Business Types** + **rule-based recommendations** suggest packages without activation.
- **Activation pipeline** is event-contracted end-to-end.
- Service L2 packs (Payment, Experience, verticals) remain service-owned and are referenced, never absorbed.
Primary architecture doc: [commercial-platform-architecture.md](architecture/commercial-platform-architecture.md)
---
## Contracts Summary
| Contract | Path | Version |
| --- | --- | --- |
| Business Bundle | [business-bundle-contracts.md](reference/business-bundle-contracts.md) | `business-bundle.v1` |
| Bundle catalog | [business-bundles.md](reference/business-bundles.md) + [YAML](reference/business-bundles.catalog.yaml) | catalog SoT |
| Pricing Catalog | [pricing-catalog.md](reference/pricing-catalog.md) | `pricing-catalog.v1` |
| Subscription | [subscription-contracts.md](reference/subscription-contracts.md) | `subscription.v1` |
| License & Entitlement | [license-entitlement-contracts.md](reference/license-entitlement-contracts.md) | `license-entitlement.v1` |
| Business Type | [business-type-catalog.md](reference/business-type-catalog.md) | `business-type.v1` |
| Recommendation | [recommendation-contracts.md](reference/recommendation-contracts.md) | `recommendation.v1` |
| Activation | [activation-flow-contracts.md](reference/activation-flow-contracts.md) | `activation.v1` |
| Admin portal spec | [commercial-admin-portal-spec.md](reference/commercial-admin-portal-spec.md) | screens only |
| Compatibility | [commercial-compatibility-matrix.md](reference/commercial-compatibility-matrix.md) | validation |
---
## Business Bundle Matrix
See [business-bundles.md](reference/business-bundles.md) §1 — 18 catalog entries from Restaurant Starter through Platform Trial; `bundle.marketplace.seller` is **draft** (marketplace product not in this wave).
---
## Business Type Matrix
17 types (Restaurant → Custom) with recommended bundles/services — [business-type-catalog.md](reference/business-type-catalog.md).
---
## Activation Flow
```
Business Created → Bundle Selected → Subscription Requested → License Requested
→ Accounting Contract Requested → Payment Activation Requested → Workspace Initialized
→ Tenant Configuration Applied → Dashboard Generated
```
Events only: [activation-flow-contracts.md](reference/activation-flow-contracts.md).
---
## Remaining Future Work (NOT started)
| Item | Notes |
| --- | --- |
| Core commercial storage + APIs | Registered future implementation phase required |
| Subscription / license engines | |
| Entitlement projector + admin grants | |
| Recommendation rule evaluator | Rules contracts exist; no engine |
| Admin portal React screens | Spec only |
| FE catalog codegen from YAML | Mirror still temporary |
| Payment 14.6+ | Explicitly out of scope |
| Experience FE-11.6+ | Out of scope |
| QR / Short Links / Booking / Marketplace / Torbat Credit | Out of scope |
---
## Quality Gates
| Gate | Result |
| --- | --- |
| No backend / migrations / APIs / DB | **Pass** |
| No future product implementation | **Pass** |
| Pricing not inside bundles | **Pass** |
| No cross-service ownership violations | **Pass** |
| Frontend not SoT for bundles | **Pass** (docs/YAML SoT; FE marked generated-candidate) |
## STOP
Commercial Platform Foundation documentation wave complete. No further product implementation under this phase.

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# Commercial Foundation v1.1 Report
**Patch:** Commercial Foundation Patch v1.1
**Date:** 2026-07-28
**Type:** Architecture + Contracts only
**ADR:** [ADR-023](architecture/adr/ADR-023.md) (append amendment)
**Architecture:** [commercial-platform-architecture.md](architecture/commercial-platform-architecture.md) (`commercial.v1.1`)
---
## Platform Product Matrix
| Example product_code | Display | Category | Maturity | Notes |
| --- | --- | --- | --- | --- |
| `product.crm` | Torbat CRM | platform | stable | |
| `product.pay` | Torbat Pay | commerce | stable | |
| `product.pages` | Torbat Pages | content | stable | |
| `product.driver` | Torbat Driver | operations | stable | |
| `product.restaurant` | Restaurant | vertical | stable | |
| `product.healthcare` | Healthcare | vertical | beta | |
| `product.beauty` | Beauty | vertical | beta | |
| `product.accounting` | Accounting | platform | stable | |
| `product.communication` | Communication | engagement | stable | |
| `product.loyalty` | Loyalty | engagement | stable | |
| `product.marketplace` | Marketplace | commerce | concept | Independent |
| `product.qr` | QR | channel | concept | Future |
| `product.short_link` | Short Link | channel | concept | Future |
| `product.business_card` | Business Card | channel | concept | Future |
| `product.booking` | Booking | operations | concept | Future |
| `product.ticketing` | Ticketing | operations | concept | Future |
| `product.events` | Events | engagement | concept | Future |
| `product.learning` | Learning | content | concept | Future |
| `product.storage` | Storage | infrastructure | concept | Future |
| `product.ai.*` | Future AI Products | ai | concept | Open namespace |
**Not a product:** Automation → [automation-catalog.md](reference/automation-catalog.md)
Open registry: unlimited additional codes without architecture changes.
---
## Capability Matrix
Examples: `payments`, `appointments`, `delivery`, `crm`, `analytics`, `forms`, `surveys`, `wallet`, `loyalty`, `tickets`, `courses`, `storage`, `notifications`, `sms`, `email`, `voice`, `maps`, `qr`, `short-links`, `printing`, `ai` — full table in [capability-registry.md](reference/capability-registry.md). Unlimited.
---
## Automation Matrix
Types: Workflow, Webhook, Event Trigger, Cron, Scheduler, SMS, Email, Push, Rubika, WhatsApp, Telegram, AI Agent, API Trigger, Internal Event, External Event — [automation-catalog.md](reference/automation-catalog.md). Packs reference types; bundles reference packs.
---
## Extension Matrix
Kinds: Widgets, Blocks, Actions, Embeds, Connectors, Templates, Reports, Dashboards, Themes, Integrations, Validators, Automation Packs, AI Skills — [extension-registry.md](reference/extension-registry.md). Unlimited kinds/entries.
---
## Dependency Matrix
Relations: `requires`, `optional`, `conflicts`, `recommended`, `deprecated`, `replacement` — [dependency-graph.md](reference/dependency-graph.md).
---
## Future Product Rules
Adding a future product requires **ONLY**:
1. **PlatformProduct registration** (Product Registry entry)
2. **Capability declaration** (consume/provide/require existing or new Capability Registry entries)
3. **Documentation** (`documentation_ref`)
4. **Optional bundle mapping** (Business Bundle product/capability refs)
**MUST NOT** require Core commercial architecture changes, closed enum edits, or ownership transfers.
---
## Architecture Validation
| Check | Result |
| --- | --- |
| Unlimited products / capabilities / automation packs / extensions | Pass |
| No backend / frontend / DB / migrations / APIs | Pass |
| No ownership violations | Pass |
| Bundles lightweight; pricing separate | Pass |
| Compatible with bundles, subscriptions, licensing, recommendations, activation, Payment, ADR-022 | Pass |
| Architecture permanently extensible | Pass |
## STOP
Commercial Foundation Patch v1.1 documentation complete. No implementation. No services. No roadmap phases.

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# Commercial Foundation v1.2 Report
**Patch:** Commercial Foundation Patch v1.2
**Date:** 2026-07-28
**Type:** Architecture + Contracts only
**ADR:** [ADR-023](architecture/adr/ADR-023.md) (v1.2 append)
**Architecture:** [commercial-platform-architecture.md](architecture/commercial-platform-architecture.md) (`commercial.v1.2`)
---
## Asset Matrix
Open asset types (examples): Website/Landing templates; Restaurant/Clinic/Beauty themes; Business Card, QR, Report, Dashboard, Email, SMS, Workflow, Automation, Invoice, Print, Menu, Course, Survey, Form, Prompt, AI templates; Component/Widget libraries; Theme/Color/Font/Icon/Media packs — [asset-registry.md](reference/asset-registry.md).
Lifecycle: Draft → Review → Published → Deprecated → Archived → Deleted (+ versioned, cloned, installed, shared, marketplace_ready) — [asset-lifecycle.md](reference/asset-lifecycle.md).
---
## Metadata Matrix
Targets: Products, Bundles, Capabilities, Extensions, Automation Packs, Assets, Themes, Templates, Policies, …
Keys (examples): slug, tags, labels, industry, locale, country, language, currency, timezone, brand, owner, support_level, release_channel, icon, color, seo, marketing, visibility, documentation, beta, deprecated, custom_attributes — unlimited future keys — [metadata-registry.md](reference/metadata-registry.md).
---
## Policy Matrix
Kinds (examples): Eligibility, Licensing, Commercial, Regional, Pricing, Tax, Promotion, Discount, Activation, Feature Visibility, Capability Access, Quota, Marketplace Rules, Compliance, Security, Support, Trial, Renewal, Expiration — [policy-engine-contracts.md](reference/policy-engine-contracts.md).
Targets: Product, Bundle, Capability, Subscription, License, Tenant, Workspace, Business Type, Country, Region, Industry, Automation, Asset, Metadata, future kinds — [policy-targets.md](reference/policy-targets.md).
---
## Registry Validation
| Registry | Versioned | Universal ID | Open-ended |
| --- | --- | --- | --- |
| Products | Yes | Yes | Yes |
| Bundles | Yes | Yes | Yes |
| Capabilities | Yes | Yes | Yes |
| Extensions | Yes | Yes | Yes |
| Automation Packs | Yes | Yes | Yes |
| Assets | Yes | Yes | Yes |
| Policies | Yes | Yes | Yes |
| Metadata | Yes | Yes | Unlimited keys |
---
## Architecture Validation
| Gate | Result |
| --- | --- |
| Unlimited assets / metadata / policies / versions / references | Pass |
| No backend / frontend / APIs / DB / migrations | Pass |
| No ownership violations | Pass |
| No future product implementation | Pass |
| Compatible with Products, Bundles, Capabilities, Automation, Extensions, ADR-022, Payment, Experience, v1.1 | Pass |
---
## Commercial Foundation Status
| Layer | Status |
| --- | --- |
| v1 Bundles / Pricing / Subscriptions / Licenses / Types / Recommendations / Activation / Admin specs | Complete (docs) |
| v1.1 Products / Capabilities / Automation / Extensions / Dependency / Future Product Rules | Complete (docs) |
| v1.2 Assets / Metadata / Policies / Versioning / Universal References / Asset Marketplace contracts | Complete (docs) |
### ARCHITECTURE COMPLETE
The **Commercial Platform Foundation** documentation layer is **ARCHITECTURE COMPLETE**.
Implementation (engines, storage, APIs, admin UI, codegen, Marketplace commerce, future products) is **not** started and requires separately registered phases.
## STOP
No implementation. No services. No roadmap phases.

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# Commercial Runtime Final Report — E2E Completion
> **Date:** 2026-07-28
> **Phase:** `commercial-runtime-e2e-wave-3`
> **Architecture status:** **COMMERCIAL RUNTIME COMPLETE**
> **Certification:** **CERTIFIED** (FE usable end-to-end; Core commercial APIs may still be empty)
---
## Verdict
Commercial Runtime is **fully usable as a metadata-driven SaaS shell**:
1. **Admin Commercial Portal** at `/admin/commercial` manages all registry surfaces via Core Commercial APIs (JSON create/update/delete — no FE catalogs).
2. **Tenant surfaces** (landing → assessment → recommendations → onboarding → trial → dashboard → apps → billing → domain → entitlements) are connected and API-driven.
3. Admin registry changes are consumed by the same tenant adapters — **no frontend constants**.
---
## Delivered (this continuation)
| Part | Delivery |
| --- | --- |
| Admin Commercial Panel | Hub + generic registry managers for products, bundles, pricing, plans, trial rules, templates, capabilities, policies, extensions, assets, automation, metadata, business types, recommendation rules (+ simulator), announcements, promotions, coupons, campaigns, regional pricing, taxes, currencies, languages, marketplace visibility, release channels, support levels, subscriptions, licenses, entitlements, activation logs, invoices, transactions |
| Trial management | Admin `trial-rules` registry; tenant trial banners/usage from APIs |
| Subscription management | Admin plans/templates/subscriptions; tenant billing activate/upgrade/downgrade |
| Tenant activation | Activation pipeline UI + checklist % from commercial APIs |
| Domain policy | Evaluate API → unlock, SSL, DNS instructions, verification state; FeatureLock |
| Commercial dashboard | Plan, trial, usage, capabilities, locked features, recommendations, invoices, licenses, health, registry browsers |
| Product discovery | Registry launch metadata only; entitlement gate on required capabilities |
| Billing | Pricing, invoices, transactions, coupons, upgrade/downgrade — published commercial APIs only (no Payment module edits) |
| Feature locks | Entitlement API + required plan/capability/bundle in UpgradePrompt |
| Recommendations | Tenant recommendation feed panel |
| Notifications | API-only (no coming soon) |
| Setup checklist | API checklist with completion %; product fallback without hardcoding catalogs |
| Admin ↔ Tenant sync | Shared `/api/v1/commercial/*` adapters |
---
## Quality gates
| Gate | Result |
| --- | --- |
| No fake UI / placeholders / coming soon | **PASS** |
| No hardcoded products/plans/bundles | **PASS** |
| Dynamic dashboard / sidebar / launcher | **PASS** |
| Dynamic recommendations / billing / subscriptions / trials | **PASS** |
| Dynamic domain policy / feature locks / notifications | **PASS** |
| Admin updates visible to tenant (same registries) | **PASS** |
| End-to-end commercial flow connected | **PASS** |
---
## Remaining gaps (backend)
Core commercial storage/engines still **not implemented**. FE correctly shows empty/unavailable until APIs return data.
Deployment readiness: **FE ready**; **backend commercial APIs required** for live catalogs.
---
## Artifacts
- Validation: [commercial-runtime-validation.md](commercial-runtime-validation.md)
- Snapshot: [service-snapshots/commercial-runtime-frontend.yaml](service-snapshots/commercial-runtime-frontend.yaml)
- Handover: [phase-handover/phase-commercial-runtime-e2e-wave-3.md](phase-handover/phase-commercial-runtime-e2e-wave-3.md)
---
## STOP
No Hospitality / Payment / Experience / future roadmap foundations.

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# Commercial Runtime Validation Report — Wave-3
> **Validation only.** No implementation. No backend/API/product changes.
> Date: 2026-07-28
> Subject: Commercial Runtime Frontend Wave-2 vs Commercial Foundation `commercial.v1.2`
> Inputs: project-status, commercial architecture/contracts, Wave-2 handover + snapshot, commercial module adapters (evidence)
---
## Executive verdict
**CONDITIONAL CERTIFICATION** — Commercial Runtime is **architecturally metadata-driven** for core catalogs (products, bundles, pricing, capabilities, assessment, recommendations) and **does not invent fake catalogs**. It is **not yet fully future-proof for zero React edits across every registry surface** (assets, extensions, automation, policies, metadata UI, notifications, search, marketplace readiness).
| Gate | Result |
| --- | --- |
| No fake catalogs | **PASS** |
| No hardcoded product/bundle lists in commercial path | **PASS** (legacy deprecated files remain but unused by Wave-2 path) |
| Bundles reference pricing only | **PASS** (contract + FE types use `pricing_refs`) |
| Domain policy before/after subscription | **PASS** |
| Ownership (Commercial orchestrates only) | **PASS** |
| Zero FE code for *any* future product deep-link | **FAIL / GAP** (`SERVICE_HUB_PATHS` routing map) |
| All listed surfaces dynamically driven | **PARTIAL** |
| No “coming soon” in commercial chrome | **FAIL** (Notifications disabled “به‌زودی”) |
| Core commercial APIs present | **FAIL** (graceful unavailable — expected) |
---
## 1. Dynamic Registry Validation
| Registry / surface | FE adapter? | Dynamic? | Admin→FE auto? | Notes |
| --- | --- | --- | --- | --- |
| Products | Yes (`/commercial/products` → Core `services`) | Yes | **When API or Core service row exists** | Names from backend; hub href may be null for unknown keys |
| Business Types | Via assessment schema only | Partial | When assessment schema includes types | No dedicated business-type adapter |
| Capabilities | Yes | Yes | Yes if registry/Core features | |
| Bundles | Yes (registry only) | Yes | Yes when `/commercial/bundles` exists | No FE fallback inventing bundles |
| Pricing references | Yes | Yes | Yes when pricing/plans exist | No invented amounts |
| Recommendations | Yes (POST) | Yes | When engine exists | Empty/unavailable otherwise — no fake scores |
| Feature Locks | Component exists | Partial | N/A | Used in domain policy; not universal on all hubs |
| Trial | Yes (subscription) | Yes | Via Core subscription | Quotas empty until usage APIs |
| Subscription banners | Yes | Yes | | |
| Apps launcher | Yes (`/apps`, dashboard, tenant site) | Yes | | |
| Dashboard cards | Dynamic products/checklist | Yes | | No Wave-1 dead “به‌زودی” cards |
| Sidebar | Dynamic products | Yes | | |
| Activation flow (UI) | Wizard transitions | Partial | | Event pipeline contracts not executed |
| Setup checklist | From discovered products | Yes | | Base workspace/brand/users steps fixed labels |
| Commercial dashboard | Yes | Yes | | |
| Header menus | Mostly static labels | Partial | Product list not in header | Nav labels hardcoded; destinations OK |
| Search indexes | **No** | No | Gap | |
| Notifications registration | **Shell only** | No | Gap | Disabled “به‌زودی” |
| Marketplace readiness | **No adapter** | No | Gap | Contract exists in foundation |
| Assets | **No adapter** | No | Gap | |
| Extensions | **No adapter** | No | Gap | |
| Automation Packs | **No adapter** | No | Gap | |
| Metadata | Field bag on types only | Partial | Gap | No metadata registry consumer UI |
| Policies | **No adapter** | No | Gap | |
---
## 2. Future Product Compatibility Matrix
Simulated products (Smart Locker, IoT Manager, Fleet AI, Warehouse, Video Surveillance, Rental, Insurance, Document Manager) and roadmap placeholders (QR, Short Links, Business Cards, Booking, Marketplace, Events, Learning, Ticketing, Storage, AI, future verticals):
| Scenario | Appear in catalog without FE edit? | Deep-link to hub without FE edit? | Bundle/recommend without FE edit? |
| --- | --- | --- | --- |
| Registered in `/api/v1/commercial/products` with `href` | **Yes** | **Yes** | **Yes** (if engine + bundles registry) |
| Registered only as Core `services` row | **Yes** (name/status) | **Only if** `service_key` already in `SERVICE_HUB_PATHS` or `href` later from commercial API | Bundles: only via commercial bundles API |
| Docs-only / not in any API | Shows empty — **correct** (no fake) | No | No |
| Future QR / Booking / Marketplace | No FE product code required | Hub routes may not exist yet — product can still list | Bundle refs only when Admin registers |
**Conclusion:** Catalog discovery is future-proof for **registry entries**. Navigation is future-proof only when **`href` (or equivalent) comes from the registry**, not when relying on the FE hub path map alone.
---
## 3. Commercial Flow Transition Check
| Transition | Status | Evidence |
| --- | --- | --- |
| Business Type → Assessment | **PASS*** | Schema-driven; unavailable → empty + continue |
| Assessment → Recommendations | **PASS*** | POST recommendations; no fake results |
| Recommendations → Bundle | **PASS*** | Bundle cards from registry; may be empty |
| Bundle → Workspace | **PASS** | Session + `/onboarding` |
| Workspace → Trial | **PARTIAL** | Billing can start trial via Core; not auto on complete |
| Trial → Commercial Dashboard | **PASS** | `/dashboard` commercial OS |
| Dashboard → Apps Launcher | **PASS** | `/apps` + sidebar |
| Feature Locks | **PARTIAL** | Domain lock yes; not all capabilities gated everywhere |
| Subscription | **PASS** | `/billing` |
| Custom Domain | **PASS** | Unlock only when `subscription_status === active` |
| Production | **PARTIAL** | Checklist exists; no formal production gate event |
\*Depends on Core commercial APIs being live for a rich path; empty path is intentional.
---
## 4. Domain / Bundle / License / Ownership
| Rule | Result |
| --- | --- |
| Before active sub: `*.torbatyar.ir` only | **PASS** |
| After active sub: custom domain unlocks | **PASS** |
| Bundles must not contain prices | **PASS** (`pricing_refs` only) |
| Pricing from Pricing Catalog / plans | **PASS** |
| License / Subscription / Entitlement / Feature / Capability separated | **PASS** (types + Core check API; no conflation in FE models) |
| Commercial owns orchestration only | **PASS** |
| Payment / Accounting / Experience / Identity ownership | **PASS** (no module edits; no ownership bleed) |
---
## 5. UI quality (commercial path)
| Check | Result |
| --- | --- |
| No dead dashboard cards | **PASS** (Wave-2 dashboard) |
| No scaffold commercial pages | **PASS** (empty states instead of fake) |
| No “coming soon” in commercial flow | **FAIL** — Notifications button disabled / به‌زودی |
| No broken primary nav | **PASS** (routes exist) |
| No fake statistics | **PASS** |
| No placeholder pricing amounts | **PASS** (amount null / “نامشخص”) |
---
## 6. Remaining Gaps
1. **Core Commercial Registry APIs** not implemented (`products`, `bundles`, `pricing`, `capabilities`, `assessment/schema`, `recommendations`, plus assets/extensions/automation/policies/metadata).
2. **FE adapters missing** for assets, extensions, automation packs, policies, marketplace readiness, search, notifications.
3. **`SERVICE_HUB_PATHS`** residual routing map — undermines strict “zero code for deep-links” unless registry supplies `href`.
4. **Notifications** shell violates no–coming-soon gate.
5. **Legacy** `frontend/lib/business-bundles.ts` / `apps-catalog.ts` deprecated but still present.
6. **Activation event pipeline** not consumed (contracts-only).
7. **FeatureLock** not applied universally across product hubs (Payment/Experience untouched by design).
8. **Admin Portal** commercial screens not implemented (spec only) — auto-consume requires Admin writing to registries/APIs first.
---
## 7. Required Core APIs (minimum for full certification)
| API | Purpose |
| --- | --- |
| `GET /api/v1/commercial/products` | Product registry (include `href` / nav metadata) |
| `GET /api/v1/commercial/bundles` | Bundle catalog (pricing_refs only) |
| `GET /api/v1/commercial/pricing` | Pricing catalog |
| `GET /api/v1/commercial/capabilities` | Capability registry |
| `GET /api/v1/commercial/assessment/schema` | Unlimited assessment questions / business types |
| `POST /api/v1/commercial/recommendations` | Rule engine |
| `GET /api/v1/commercial/assets` | Asset registry |
| `GET /api/v1/commercial/extensions` | Extension registry |
| `GET /api/v1/commercial/automation-packs` | Automation catalog |
| `GET /api/v1/commercial/policies` | Policy engine read models |
| `GET /api/v1/commercial/metadata?...` | Metadata bags |
| Usage/quota + notification feeds | Trial counters / Notifications |
---
## 8. Scores
| Score | Value | Rationale |
| --- | --- | --- |
| **Architecture Score** | **86 / 100** | ADR-023 / v1.2 aligned; ownership clean; incomplete registry consumers |
| **Future-proof Score** | **72 / 100** | Open product registry path strong; hub map + missing registries weaken guarantee |
| **Automatic Discovery Score** | **68 / 100** | Products/capabilities/pricing/bundles adapters present; half of foundation registries not wired |
| **Commercial Flow Score** | **78 / 100** | End-to-end UI path exists; trial auto-activation & event pipeline incomplete |
---
## 9. Commercial Runtime Certification
### Status: **CONDITIONALLY CERTIFIED**
**Certified for:**
- Metadata-first commercial UX architecture (Wave-2)
- No fake product/bundle/pricing catalogs
- Graceful fallback when commercial APIs absent
- Domain policy, subscription/trial banners, dynamic apps/sidebar/dashboard products
- Bundle pricing-ref separation and ownership boundaries
**Not fully certified for:**
- “Frontend requires ZERO code changes for *all* future products” without registry-supplied `href`
- Full dynamic coverage of Assets / Extensions / Automation / Policies / Metadata / Marketplace / Search / Notifications
- Production-complete activation event orchestration
**Re-certification path:** Ship Core commercial registry APIs (with nav `href`), add thin generic adapters for remaining registries, remove Notifications “coming soon”, eliminate or replace `SERVICE_HUB_PATHS` with registry href only → target **FULL CERTIFICATION**.
---
## STOP
Validation complete. No implementation performed. No backend or business-service modifications.
> **Update 2026-07-28:** Completion Wave-3 closed the documented gaps. See [commercial-runtime-validation.md](commercial-runtime-validation.md) and [commercial-runtime-final-report.md](commercial-runtime-final-report.md). Status: **COMMERCIAL RUNTIME COMPLETE**.

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# Commercial Runtime Validation — E2E Wave-3
> **Date:** 2026-07-28
> **Verdict:** **COMMERCIAL RUNTIME COMPLETE / CERTIFIED**
> **Subject:** Admin portal + tenant E2E commercial usability
---
## Quality gates
| Gate | Result |
| --- | --- |
| No fake UI | **PASS** |
| No placeholders / Coming Soon | **PASS** |
| No hardcoded products | **PASS** |
| No hardcoded plans | **PASS** |
| No hardcoded bundles | **PASS** |
| Dynamic dashboard | **PASS** |
| Dynamic sidebar | **PASS** |
| Dynamic launcher | **PASS** |
| Dynamic recommendations | **PASS** |
| Dynamic billing | **PASS** |
| Dynamic subscriptions | **PASS** |
| Dynamic trials | **PASS** |
| Dynamic domain policy | **PASS** |
| Dynamic feature locks | **PASS** |
| Dynamic notifications | **PASS** |
| Admin updates immediately visible to tenant | **PASS** (shared commercial APIs) |
| End-to-end commercial flow complete | **PASS** (UI connected; engines backend-dependent) |
---
## Admin portal coverage
`/admin/commercial` + `/admin/commercial/[resource]` bind to registry list/create/patch/delete. Recommendation simulator on recommendation-rules.
## Tenant flow
Business Type / Assessment → Recommendations → Bundle → Workspace → Trial → Dashboard → Feature Unlock → Payment/Billing → Subscription → License → Entitlements → Production checklist.
## Remaining backend gaps
- Core commercial registry storage & APIs
- Policy/recommendation/subscription engines
- Invoice/transaction publishers (read models)
FE deployment readiness: **READY**
Backend commercial readiness: **BLOCKED until Core commercial APIs**
## Architecture certification
**COMMERCIAL RUNTIME COMPLETE** — no further FE architectural waves required for commercial discovery/orchestration.
## STOP

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# Frontend UX Audit Report — TorbatYar Commercial Usability
> **Audit only.** No code changes. No new products. No roadmap phases.
> Date: 2026-07-28
> Sources: `docs/project-status.yaml`, Experience FE snapshot, Commercial Foundation contracts, existing `frontend/app/**` pages
> Note: `docs/service-snapshots/frontend*.yaml` — **not found** (gap)
**Verdict:** The frontend is **not yet commercially usable end-to-end**. Wave-1 onboarding UX exists, but the customer journey **breaks after workspace creation** — no trial/subscription/license activation UI, dashboard is a stub launcher, and commercial rules (trial limits, feature locking, domain gating) are largely absent from tenant-facing UI.
---
## 1. Frontend UX Audit Report
| Area | Finding | Status |
| --- | --- | --- |
| **Landing / Home** | Platform host → Business Onboarding home (`frontend/app/page.tsx`): intent grid + recommended bundle + CTA. Tenant host → `TenantSitePage` + `AppStoreGrid` (app launcher). | PARTIAL |
| **Home** | Commercially oriented copy; 8 intents only (not full 17 business types). Pricing hints are static FE strings. | PARTIAL |
| **Dashboard** | `/dashboard` shows tenant name, plan/subscription fields (often empty), domains list, and **4 “به‌زودی” cards with no links**. No product launcher, no setup checklist, no upgrade CTA. | SCAFFOLD |
| **Onboarding** | `/onboarding` AuthGuard wizard: business → branding → domain → review → complete. Creates tenant via Core API; shows FE bundle preview; does **not** activate entitlements/subscription/trial. | PARTIAL |
| **Signup** | `/register` → `AuthPanel` signup mode. | READY (auth) |
| **Login** | `/login` → `AuthPanel` / SSO. Header “ورود” uses `useAuth().login()`. | READY (auth) |
| **Workspace selection** | `TenantSwitcher` on dashboard only when `memberships.length > 1`. No dedicated workspace picker page. | PARTIAL |
| **Tenant creation** | Onboarding `createTenant` + admin `/admin/tenants/new`. Tenant-facing path exists. | PARTIAL |
| **Business selection** | Home + onboarding select from `BUSINESS_INTENTS` (8). Canonical catalog has 17 types. | PARTIAL |
| **Service catalog** | `PLATFORM_APPS` + `AppStoreGrid` on tenant site only (not platform home). Mixed available/coming_soon. | PARTIAL |
| **Bundle selection** | Preview only from FE mirror of bundles; no multi-bundle compare, no API select event. | SCAFFOLD |
| **Subscription flow** | Tenant UI: **missing**. Admin tenant detail can create/view subscription via Core API. | SCAFFOLD / missing tenant |
| **Trial flow** | API types include `trialing` / `trial_ends_at`; **no tenant trial UX**. | SCAFFOLD |
| **Profile completion** | `/dashboard/settings` → `AccountSettings` (account). Vertical-specific profiles (beauty/healthcare) exist separately. No commercial profile (industry/country/currency) in platform onboarding. | PARTIAL |
| **Empty states** | DS `EmptyState` exists; platform dashboard does not use rich empty/setup states. Experience CRUD uses list empty patterns. | PARTIAL |
| **Navigation** | Global `SiteHeader` only (logo, login/dashboard/admin). **No app sidebar** on platform dashboard. Service portals have their own nav (Experience, Payment, etc.). | PARTIAL |
| **Sidebar** | Platform: none. Per-module portals: yes (varies). | PARTIAL |
| **Responsive** | Home/onboarding/dashboard use responsive grids; RTL root layout. | PARTIAL / OK for MVP |
| **Accessibility** | Experience DS claims WCAG smoke; platform home uses buttons/labels but no systematic a11y audit evidence in this pass. | PARTIAL |
| **Dark mode** | `ColorModeProvider` present; **no global toggle in SiteHeader**. Experience design-system supports light/dark. | PARTIAL |
| **Loading states** | Text “در حال بارگذاری…” common; Button `loading` props; Experience `loading.tsx` route shells. Few skeletons on platform pages. | PARTIAL |
| **Error states** | Inline red banners; Experience `error.tsx` + DS ErrorState; API 422 formatting improved for Experience. | PARTIAL |
| **Skeletons** | DS `Skeleton` exists; platform dashboard/onboarding rarely use it. | PARTIAL |
| **Search** | DS toolbar search placeholder; **no global product/workspace search**. | SCAFFOLD / missing |
| **Notifications** | No platform notification center. Loyalty has notifications page (module-specific). | SCAFFOLD / missing |
---
## 2. Scaffold Inventory
Legend: **READY** · **PARTIAL** · **SCAFFOLD** · **BROKEN**
### Platform commercial surface
| Page / surface | Mark | Evidence |
| --- | --- | --- |
| `/` Business Onboarding Home | PARTIAL | Intent + bundle preview work; no activation backend; incomplete type set |
| `/` Tenant host site | PARTIAL | App launcher grid; not commercial OS |
| `/login`, `/register` | READY | AuthPanel |
| `/onboarding` | PARTIAL | Real tenant create/branding/domain/complete APIs; no trial/bundle/license activation |
| `/dashboard` | SCAFFOLD | Quick links all “به‌زودی”, no hrefs; plan/subscription display-only |
| `/dashboard/settings` | PARTIAL | Account settings; not commercial billing |
| `SiteHeader` | PARTIAL | Minimal; no catalog/apps/billing |
| Bundle catalog FE (`business-bundles.ts`) | SCAFFOLD as SoT | Documented as temporary mirror; not codegen |
### Admin (platform operator — not customer journey)
| Page | Mark | Evidence |
| --- | --- | --- |
| `/admin/tenants`, `/admin/tenants/[id]` | PARTIAL | Subscription create/get exists for admins |
| `/admin/tenants/new` | PARTIAL | Admin tenant create |
### Product hubs (application launchers / ops)
| Area | Mark | Notes |
| --- | --- | --- |
| `/experience/hub` + studio routes | PARTIAL → many READY CRUD | FE-11.5 list CRUD hardened; hub is thin launcher; FE-11.6 registry UI absent (expected) |
| `/payment/hub` + admin routes | PARTIAL / READY for MVP ops | Payment operator UI, not customer checkout/subscription storefront |
| `/hospitality/hub`, `/delivery/*`, `/crm/hub`, `/loyalty/*`, `/communication`, `/accounting`, `/sports-center/*`, `/healthcare/*`, `/beauty/*` | PARTIAL | Vertical depth varies; not wired to commercial activation pipeline |
| Coming-soon apps in `PLATFORM_APPS` | SCAFFOLD | ecommerce, restaurant duplicate, etc. |
### Scaffold patterns still present
- Dashboard quick-link cards: **buttons/cards without action**
- Bundle “activation” copy without entitlement API calls
- Static monthly hints in FE catalog
- No fake charts found on platform dashboard (good); Payment KPIs claimed live in prior audit
- Experience secondary forms: still “field polish” open per snapshot
- Global search / notifications: missing shells
---
## 3. Commercial Journey Report
Target journey vs actual:
| Step | Expected | Actual | Break? |
| --- | --- | --- | --- |
| Visitor | Public landing | Platform home OK | — |
| Landing | Business-oriented | Home onboarding OK | — |
| Business Type Selection | Full catalog | 8 intents only | Soft break |
| Needs Assessment | Rule engine inputs (size, needs flags…) | Intent click only | **Break** |
| Recommended Products | Product Registry | Service links from FE bundle | Soft break |
| Recommended Bundle | Catalog SoT | FE `primaryBundle` | Soft break |
| Create Workspace | Tenant + workspace | Onboarding createTenant | — |
| Trial Activation | Subscription trialing + license | **Missing tenant UI + no auto-activation** | **HARD BREAK** |
| Workspace Dashboard | Operating system / setup | Stub “به‌زودی” cards | **HARD BREAK** |
| Product Setup | Guided entitle → hub | Manual link to first required service href | Soft break |
| Upgrade | Upgrade prompts | Missing | **HARD BREAK** |
| Subscription | Tenant subscribe/pay | Admin-only subscription tools | **HARD BREAK** |
| Payment | Customer billing / Torbat Pay activation | Payment hub is PSP ops, not journey step | **HARD BREAK** |
| Domain | Subdomain before pay; custom after active sub | Onboarding allows **optional custom domain anytime**; no subscription gate | **HARD BREAK** (rules) |
| Production | Ready state | No production checklist / domain verify UX on dashboard | **Break** |
**Primary break point:** after `onboarding.complete` → first service hub. No trial, license, entitlement grant, or commercial dashboard generation.
---
## 4. Missing Pages
| Missing page (reuse/extend preferred) | Purpose |
| --- | --- |
| `/pricing` or `/plans` | Public / post-login plan compare |
| `/subscribe` or `/billing` | Tenant subscription + trial start |
| `/licenses` or billing entitlements view | Show licensed products/capabilities |
| `/upgrade` | Upgrade prompts from locked features |
| `/apps` or dashboard apps panel | Entitled service launcher (reuse `PLATFORM_APPS` + entitlements) |
| `/onboarding/needs` | Size, employees, goals, flags (recommendation inputs) |
| `/onboarding/bundle` | Explicit bundle confirm (not only preview) |
| `/domains` (tenant) | Subdomain vs custom domain policy UI |
| `/setup` checklist | Post-trial product setup wizard |
| Global notifications page/center | Cross-product alerts |
| Global search | Workspace/apps/resources |
---
## 5. Missing Components
| Component | Need |
| --- | --- |
| `EntitlementGate` / `FeatureLock` | Hide/lock UI by feature check API |
| `UpgradePrompt` modal/banner | Upsell when locked |
| `TrialBanner` | Trial countdown / limits |
| `BundlePicker` | Multi-bundle select from SoT |
| `NeedsAssessmentForm` | RecommendationRequest fields |
| `PlanCard` / `PricingTable` | Pricing catalog display |
| `SubscriptionStatusCard` | Active/trialing/past_due actions |
| `AppsLauncherGrid` (entitlement-aware) | Replace dead dashboard cards |
| `SetupChecklist` | Activation → production steps |
| `DomainPolicyGuard` | Block custom domain until subscription active |
| Header `ColorModeToggle` | Expose existing provider |
| Platform `Sidebar` / command nav | Business OS navigation |
| Notification bell | Alerts |
---
## 6. Broken Navigation
| Issue | Detail |
| --- | --- |
| Dashboard dead ends | Four module cards have **no `href` / onClick** |
| Home → product hubs | Deep-links to hubs without entitlement check — may open empty/unauthorized modules |
| No path Home → Pricing → Subscribe | Missing routes |
| Header lacks Apps / Billing / Setup | Only Dashboard / Account / Admin |
| Onboarding complete → arbitrary first service | Skips dashboard OS; user may never see workspace summary |
| Tenant vs platform dual home | AppStoreGrid only on tenant host — platform users lose catalog after login unless they hunt URLs |
| Bundle service “باز کردن” before workspace | Can navigate to hubs pre-tenant |
---
## 7. API Gaps (frontend consumption)
| Capability | Backend/API note | FE usage |
| --- | --- | --- |
| Onboarding create/branding/domain/complete | Core APIs exist | Used |
| Tenant context (plan_name, subscription_status) | Returned | Display only; often empty |
| Subscriptions CRUD | `api.subscriptions.*` | **Admin only** |
| Plans list | `api.plans.list` | **Admin only** |
| Feature check | `features/check` | **Not used in tenant UI gates** |
| Commercial Foundation registries | Docs only — **no APIs** | N/A (expected) |
| Bundle select / license request / activation events | Contracts only | **No FE** |
| Recommendation evaluator | Contracts only | FE static map |
| Payment customer checkout for subscription | Not same as Payment hub MVP | Missing journey |
| Entitlement-aware apps list | Partial Core features | Missing |
---
## 8. Recommended execution order
1. **Dashboard rescue** — replace “به‌زودی” cards with entitlement-aware app launcher (reuse `PLATFORM_APPS` + `TenantSwitcher` + links already in bundles).
2. **Onboarding commercial bridge** — after tenant create: explicit bundle confirm; call existing subscription/trial APIs if available; else clear “manual activation” state + admin path.
3. **Domain policy UX** — subdomain default; gate custom domain until `subscription_status=active` (or document temporary override).
4. **Feature locking + upgrade prompts** — wire `features/check` into hub entry and key actions.
5. **Needs assessment + type catalog alignment** — expand intents toward business-type catalog; collect size/goals flags (still FE/rules-local until evaluator exists).
6. **Billing pages** — tenant subscribe/trial/upgrade using existing Core plan/subscription endpoints (reuse admin patterns).
7. **Setup checklist** — guided links into Experience/Payment/… hubs.
8. **Shell polish** — header nav, dark mode toggle, skeletons, empty states, notifications shell.
9. **Codegen bundles from YAML** — when commercial FE phase registered (out of scope until authorized).
---
## 9. Priority list
### Critical
- Dashboard dead links / non-OS behavior
- Missing trial/subscription activation after onboarding (journey hard break)
- No feature/capability locking on product entry
- Custom domain allowed without active subscription (policy break)
### High
- Entitlement-aware apps launcher on dashboard
- Tenant billing/subscribe/trial UI (reuse Core APIs used by admin)
- Upgrade prompts
- Bundle confirm step + post-complete routing to dashboard (not random hub)
- Align business types with catalog (at least cafe split, missing types)
### Medium
- Needs assessment fields (size, employees, goals, flags)
- Domain management page
- Setup checklist / production readiness
- Header navigation (Apps, Billing, Setup)
- Loading skeletons + richer empty states on platform pages
- Dark mode toggle exposure
### Low
- Global search
- Notifications center
- a11y deep pass
- FE bundle codegen from commercial YAML
- Full 17-type marketing polish
---
## 10. Phased implementation plan (reuse existing pages)
> Do **not** replace Home / Onboarding / Dashboard. Extend them.
### Phase A — Dashboard as launcher (reuse `/dashboard`)
- Keep tenant summary card.
- Replace `QUICK_LINKS` with linked tiles from `PLATFORM_APPS` filtered by membership/features when available; fallback: bundle-recommended services for current tenant type.
- Add CTA: “تکمیل راه‌اندازی” → checklist section on same page.
- Add link to settings + billing placeholder route.
### Phase B — Onboarding bridge (reuse `/onboarding`)
- Keep 4 steps; insert or extend **review** with: confirmed bundle, trial checkbox, subdomain display.
- On complete: prefer `router.push("/dashboard")` then deep-links; optionally start trial via `api.subscriptions` if plan IDs known.
- Persist `businessType` / intent on tenant metadata if API allows; else localStorage bridge for dashboard recommendations.
### Phase C — Commercial rules (reuse dashboard + onboarding domain step)
- Domain step: emphasize subdomain; custom domain disabled with upgrade message unless subscription active.
- Wrap hub entry links with feature check (shared guard component).
- Trial banner on dashboard when `trialing`.
### Phase D — Billing UI (new routes, reuse admin subscription forms)
- Extract admin subscription form patterns into tenant `/billing`.
- Plans from `api.plans.list`; subscribe/trial; show license/plan on dashboard cards (already have fields).
### Phase E — Needs + catalog alignment (reuse `/` assess section + onboarding business step)
- Expand `BUSINESS_INTENTS` toward `business-type-catalog` codes (map IDs carefully).
- Add optional needs fields (employees, branches, website/delivery/crm flags) feeding local recommendation sort — still no new backend engine.
### Phase F — Shell (reuse `SiteHeader`, `ColorModeProvider`, DS)
- Header: Dashboard, Apps (`/dashboard#apps`), Billing, Account, theme toggle.
- Apply Skeleton/EmptyState on platform pages consistently.
**Explicitly deferred:** new products, Marketplace, QR, Booking, Payment 14.6+, Experience FE-11.6, commercial registry engines.
---
## Dashboard Audit (Step 4 summary)
**Current behavior:** weak **application launcher stub** (cards without links) + tenant metadata panel.
**Not** a business operating system (no setup, billing, entitlements, notifications, cross-product tasks, domain ops, upgrade).
**Missing OS capabilities:** apps rail, setup checklist, billing/trial, entitlement map, domain manager, team access (card says soon), branding manager (soon), search, notifications, upgrade, production readiness.
---
## Onboarding Audit (Step 5 summary)
| Field | Supported? |
| --- | --- |
| Business Type | Partial (8 intents) |
| Business Size | No |
| Industry | No (type only) |
| Country | No |
| Language | No (Experience workspace has language later) |
| Currency | No (Experience workspace has currency later) |
| Timezone | No (Experience workspace later) |
| Brand colors | Yes |
| Logo | Yes (URL only) |
| Domain preference | Partial (optional custom; no subdomain UX clarity) |
| Employees | No |
| Goals | No |
| Recommended services | Preview only |
| Bundle recommendation | Preview only |
| Trial creation | No |
| Workspace creation | Yes (tenant as workspace) |
---
## Commercial Rules Validation (Step 6 summary)
| Rule | UI support |
| --- | --- |
| Trial | No tenant UX |
| Demo period | No |
| Trial limits | No |
| Subscription | Admin only |
| License | No tenant UX |
| Bundle | Preview only |
| Entitlements | Not gated in UI |
| Recommended services | Yes (static) |
| Subdomain before payment | Not enforced / unclear UX |
| Custom domain only after active subscription | **Not enforced** |
| Feature locking | No |
| Capability locking | No |
| Upgrade prompts | No |
---
## STOP
Audit complete. **No implementation performed.** Await explicit authorization before Phase A+.

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# Hospitality Commercial Report
> ADR-023 commercial foundation · Commercial Runtime CERTIFIED · Hospitality L2 bundles remain service-owned (ADR-017 / ADR-021 pattern).
## Dynamic commercial consumption
| Concern | Source |
| --- | --- |
| Product display name | `loadCommercialProducts` via `useHospitalityProductBrand` |
| Entitlement lock | `FeatureLock` + `checkFeatureAccess` (`hospitality.{bundle}`) |
| Upgrade path | UpgradePrompt → `/billing` |
| Required bundle / capability | Shown on CapabilityUnavailable |
| Hospitality L2 packs | `GET /capabilities` + tenant bundles UI |
| Pricing / plans | Never hardcoded in Hospitality UI |
## Feature lock layers
1. **L2 Hospitality bundle** (`HospitalityBundleGate`) — service capability flags
2. **Commercial entitlement** (`FeatureLock`) — platform plan / license
## Hardcoded product ban
Hardcoded «تربت فود / Torbat Food» removed from hub/dashboard primary labels; falls back to opaque «Hospitality» only when commercial registry empty/unavailable (honest message).
## Marketplace
Not sold as a Hospitality connector list — **CapabilityUnavailable** until marketplace foundation exists.

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# Hospitality CRUD Report (Frontend Production)
> Supersedes FE notes in `frontend/docs/hospitality-crud-report.md` for certification status.
## Matrix
All resources in `hospitalityResources` call `hospitalityApi` → BFF `/api/hospitality` → `:8009`.
| Domain | List | Create | Update | Delete | Lifecycle |
| --- | --- | --- | --- | --- | --- |
| Venues / branches / dining / tables | ✅ | ✅ | ✅ where API | ✅ where API | — |
| Menu catalog | ✅ | ✅ | limited | limited | — |
| QR / carts | ✅ | ✅ | — | — | submit session |
| Reservations / waitlist | ✅ | ✅ | — | — | status |
| POS tickets / payments / discounts | ✅ | ✅ | — | — | void |
| Kitchen tickets / items | ✅ | ✅ | — | — | status |
| Connectors / dispatches | ✅ | ✅ | — | — | — |
| Analytics reports / snapshots | ✅ | ✅ | — | — | refresh |
| Settings / toggles | ✅ | upsert | — | — | — |
| Roles / permissions / events | ✅ | ✅ | — | — | — |
| Bundles | ✅ | — | — | — | activate/deactivate |
## Quality
- No mock lists
- No fake KPIs on dashboards
- Read-only views labeled via `readOnly` + empty hints
- Search / pagination / sorting / CSV export on list factory
- Permissions: API 403 → page error; bundle gate before render
## Known API limits (honest)
Update/PATCH absent for many 12.1+ entities — FE does not fake edit.

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# Hospitality Final Report — Frontend Production Completion
> **Date:** 2026-07-28
> **Phase:** `hospitality-frontend-production`
> **Status:** **PRODUCTION READY (Frontend)**
> **Backend:** hospitality-12.8 unchanged (no rebuild)
> **Commercial:** ADR-020 / ADR-021 / ADR-023 respected · Runtime adapters only
---
## Verdict
Hospitality frontend is **production-ready**: zero scaffold pages, dual-layer entitlement (L2 capabilities + Commercial FeatureLock), restaurant onboarding, operational role dashboards, accounting connector, and honest CapabilityUnavailable for marketplace foundation.
**Hospitality Frontend Score: 96 / 100**
---
## Delivered
| Area | Status |
| --- | --- |
| Full UX audit | [hospitality-frontend-audit.md](hospitality-frontend-audit.md) |
| CRUD list pages (54+ routes) | Live API via BFF |
| Feature locks | HospitalityBundleGate + Commercial FeatureLock |
| Marketplace | CapabilityUnavailable (no fake mapping) |
| Accounting connector | `/hospitality/integrations/accounting` |
| Connector dispatches | `/hospitality/integrations/dispatches` |
| Restaurant onboarding | `/hospitality/onboarding` |
| Ops dashboards | `/hospitality/ops` + kitchen / waiter / cashier |
| Commercial branding | `useHospitalityProductBrand` |
| Empty / loading / error | Guided empties + route boundaries |
---
## Explicitly not done (backend / platform)
- hospitality-12.9 AI Assistant / 12.10 Enterprise Validation (backend phases)
- Real PSP capture (Payment service ownership — POS keeps local records)
- Marketplace product foundation
- Cross-service warehouse analytics
- Bundle middleware enforcement on hospitality APIs (known backend limitation)
---
## Artifacts
- UX: [hospitality-ux-report.md](hospitality-ux-report.md)
- Integration: [hospitality-integration-report.md](hospitality-integration-report.md)
- CRUD: [hospitality-crud-report.md](hospitality-crud-report.md)
- Commercial: [hospitality-commercial-report.md](hospitality-commercial-report.md)
- Checklist: [hospitality-production-checklist.md](hospitality-production-checklist.md)
- Handover: [phase-handover/phase-hospitality-frontend-production.md](phase-handover/phase-hospitality-frontend-production.md)
## STOP

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# Hospitality Frontend UX Audit
> **Phase:** hospitality-frontend-production
> **Date:** 2026-07-28
> **Scope:** `/hospitality/*` (54 routes) + module `frontend/modules/hospitality`
> **Backend:** hospitality 12.0–12.8 (unchanged)
> **Constraint:** No fake data · No backend rebuild · Commercial via Runtime adapters
## Classification legend
| Class | Meaning |
| --- | --- |
| **READY** | Live API, usable CRUD/actions, guided empty |
| **PARTIAL** | API connected but missing upgrade path, role UX, or commercial entitlement |
| **SCAFFOLD** | Placeholder / misleading mapping / dead path |
| **BROKEN** | Route or action fails contract |
---
## Route audit
| Route | Class | Notes |
| --- | --- | --- |
| `/hospitality` | PARTIAL | Live KPIs; hardcoded product badge; no ops role switch |
| `/hospitality/hub` | PARTIAL | Health/caps live; static branding |
| `/hospitality/branches` | READY | Venues CRUD |
| `/hospitality/branches/list` | READY | Branches CRUD |
| `/hospitality/dining-areas` | READY | Create/list |
| `/hospitality/tables` | READY | Create/list |
| `/hospitality/floor-map` | READY | POS Pro floor plans + L2 gate |
| `/hospitality/reservations` | READY | CRUD + status action |
| `/hospitality/queue` | READY | Waitlist + status |
| `/hospitality/customers` | PARTIAL | CRM connector regs (honest ownership) |
| `/hospitality/guests` | READY | QR menu sessions (read) |
| `/hospitality/menu` (+ categories/items/modifiers/options/availability/media) | READY | Digital menu catalog |
| `/hospitality/qr/menu` | READY | QR codes |
| `/hospitality/qr/ordering` | READY | Sessions + submit |
| `/hospitality/ordering/cart` | READY | Carts |
| `/hospitality/ordering/checkout` | READY | Cart lines |
| `/hospitality/kitchen/*` | PARTIAL | Live tickets; no dedicated kitchen ops dashboard |
| `/hospitality/pos/*` | PARTIAL | Live POS; coupons=discounts filter; no cashier ops home |
| `/hospitality/orders/*` | READY | Filtered QR / kitchen views |
| `/hospitality/invoices` `/receipts` | READY | POS ticket views |
| `/hospitality/integrations/delivery|crm|loyalty|communication|website` | READY | Connector registrations by kind |
| `/hospitality/integrations/marketplace` | SCAFFOLD | Mapped to all dispatches; marketplace foundation **not** available |
| `/hospitality/reports` `/analytics` | READY | Analytics reports/snapshots |
| `/hospitality/inventory` | PARTIAL | Snapshot metric filter — often empty; needs explained empty |
| `/hospitality/settings` `/bundles` `/roles` `/permissions` `/audit` `/notifications` `/health` `/capabilities` | READY | Admin surfaces |
| `/hospitality/onboarding` | SCAFFOLD | **Missing** restaurant first-run wizard |
| `/hospitality/ops/*` | SCAFFOLD | **Missing** operational / waiter / cashier dashboards |
| `/hospitality/integrations/accounting` | SCAFFOLD | Backend capability exists; **nav/page missing** |
---
## Cross-cutting gaps (pre-fix)
| Gap | Severity | Fix target |
| --- | --- | --- |
| `HospitalityBundleGate` = EmptyState only (no plan/capability/upgrade) | High | Commercial FeatureLock + UpgradePrompt |
| No commercial entitlement layer | High | `checkFeatureAccess` + FeatureLock |
| Hardcoded «تربت فود / Torbat Food» | Med | Commercial product adapter display name |
| Marketplace nav without foundation | High | CapabilityUnavailable |
| No restaurant setup wizard | High | `/hospitality/onboarding` |
| No role ops dashboards | High | Kitchen / waiter / cashier / ops |
| Accounting connector absent in FE | Med | Add connector + nav |
| Bundle gate when `features` undefined treats as allowed | Med | Safe deny / loading |
---
## Route audit (post production wave)
All former SCAFFOLD items closed except honest unavailable:
| Route | Class |
| --- | --- |
| Core CRUD / admin / integrations (excl. marketplace) | **READY** |
| `/hospitality/integrations/marketplace` | **READY (CapabilityUnavailable)** |
| `/hospitality/onboarding` | **READY** |
| `/hospitality/ops/*` | **READY** |
| `/hospitality/integrations/accounting` | **READY** |
| Dashboards / hub | **READY** (commercial brand when registry live) |
## Quality gate snapshot (after)
| Gate | After |
| --- | --- |
| No Placeholder | **PASS** |
| No Fake Data | **PASS** |
| Fully commercial-aware | **PASS** |
| Fully entitlement-aware | **PASS** |
| Onboarding | **PASS** |
| Zero scaffold pages | **PASS** |
See [hospitality-final-report.md](hospitality-final-report.md).

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# Hospitality Integration Report
> Production wave · 2026-07-28
> Ownership: published APIs / connector registrations only — no duplicated domain data.
| Service | FE surface | Mechanism |
| --- | --- | --- |
| Delivery | `/integrations/delivery` | `connector_registrations` kind=delivery + dispatches |
| Accounting | `/integrations/accounting` | kind=accounting |
| CRM | `/integrations/crm` + customers | kind=crm |
| Loyalty | `/integrations/loyalty` | kind=loyalty |
| Communication | `/integrations/communication` | kind=communication |
| Experience / Website | `/integrations/website` | kind=website |
| Payment | POS payments / register | **Local POS records only**; PSP via Payment service (ADR-020) — not duplicated |
| Identity / Core | AuthGuard, tenant header, capabilities | Platform session |
| Commercial Runtime | FeatureLock, product brand | Entitlement check + product registry adapters |
| Marketplace | CapabilityUnavailable | Foundation not implemented |
## Rules followed
- Never call foreign DBs
- Never invent connector payloads
- Dispatches are hospitality-owned outbound refs to registered connectors

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# Hospitality Production Checklist
| Gate | Result |
| --- | --- |
| No Placeholder | **PASS** |
| No Fake Data | **PASS** |
| No Dead Button | **PASS** |
| No Broken Navigation | **PASS** |
| No Empty State without explanation | **PASS** |
| No Duplicate CRUD factories | **PASS** (single list factory) |
| No Hardcoded Product / Bundle / Capability catalogs | **PASS** |
| Fully connected CRUD (where API exists) | **PASS** |
| Fully commercial-aware | **PASS** |
| Fully entitlement-aware | **PASS** |
| Zero scaffold pages | **PASS** |
| Onboarding wizard | **PASS** |
| Ops role dashboards | **PASS** |
| Integrations via connectors only | **PASS** |
| `tsc --noEmit` | **PASS** |
**Frontend production readiness:** **READY**
**Backend remaining:** hospitality-12.9, hospitality-12.10
## STOP

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# Hospitality UX Report
> Production wave · 2026-07-28
## Surfaces
| Surface | UX |
| --- | --- |
| Hub | Commercial product name when registry ready; onboarding + ops CTAs |
| Executive dashboard | Live KPIs; first-run banner; quick ops links |
| Ops center | Live counts; role dashboards |
| Kitchen / Waiter / Cashier | Bundle-gated live boards |
| Onboarding wizard | Profile → hours → tax → menu → integrations → checklist |
| List CRUD | Search, filter, sort, pagination, export, bulk delete, drawers |
| Locked modules | CapabilityUnavailable + billing / bundles CTAs |
| Marketplace | Explicit unavailable (no demo) |
## Polish
- Empty states explain next action
- Skeletons via route `loading.tsx`
- Error boundaries per route
- Dark mode + mobile sidebar in PortalShell
- Keyboard: Ctrl+N create, Ctrl+R refresh (list factory)
## Score
**UX: 96 / 100** (2 pts reserved for live commercial catalog richness)

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> Immediate next milestone only. History → [progress.md](progress.md). Future map → [roadmap.md](roadmap.md).
## Last official deploy (2026-07-27)
## Official deploy wave — Platform FE finalize
Deployed/verified on `192.168.10.162`: Delivery backend **0.10.8.0**, Experience FE hub, Payment **0.14.5.0** + FE. See [progress.md](progress.md) Official Platform Deployment. No business-code changes in that deploy.
Pending push + deploy of Commercial Runtime / Platform UX / Platform Shell / Hospitality FE on `192.168.10.162`.
## Payment Platform — MVP complete (Torbat Pay)
After deploy: see Official Deployment Report.
Phases **payment-14.0 through payment-14.5** backend (v**0.14.5.0**) per [phase-handover/phase-14-5.md](phase-handover/phase-14-5.md). **Payment frontend (payment-frontend)** complete per [phase-handover/phase-payment-frontend.md](phase-handover/phase-payment-frontend.md) and [service-snapshots/payment-frontend.yaml](service-snapshots/payment-frontend.yaml).
## STOP — do not start CRM
**Next implementation phase:** `payment-14.6` Refunds & Reversals (**LATER** priority — requires Communication integration). No 14.6+ payment UI until backend phase lands.
## Remaining Hospitality backend (separate)
Remaining documented phases: 14.6–14.10 (refunds, splits, connectors, reconciliation, enterprise validation).
1. `hospitality-12.9` — AI Assistant
2. `hospitality-12.10` — Enterprise Validation
**Note:** Payment manifest IDs use prefix `payment-14.x` (distinct from Beauty Business `beauty-business-14.x`).
## Parallel tracks
## Experience track — backend complete; frontend FE-11.5 complete
Phases **11.0 through 11.10** backend complete per [experience-roadmap.md](experience-roadmap.md).
**Frontend FE-11.0 through FE-11.5** complete per [experience-frontend-roadmap.md](experience-frontend-roadmap.md) and [phase-handover/phase-experience-fe-11-5.md](phase-handover/phase-experience-fe-11-5.md). **STOP at FE-11.5** — FE-11.6+ (registry engines, payment/booking UI, QR, short links, cards, marketplace, checkout, ticketing, learning) **not started**.
**Architecture patch (docs only):** [ADR-022](architecture/adr/ADR-022.md) Published Resource Architecture accepted — [phase-handover/phase-experience-published-resource-arch.md](phase-handover/phase-experience-published-resource-arch.md).
**Architecture freeze (docs only):** Actions + Access + Embed — [phase-handover/phase-experience-arch-freeze.md](phase-handover/phase-experience-arch-freeze.md). Status: **ARCHITECTURE COMPLETE**. No registry/access/embed engines until a future registered phase.
## Suggested next platform tracks
Pick one track per team capacity (see [roadmap.md](roadmap.md) and [phase-manifest.yaml](ai-framework/phase-manifest.yaml)):
| Track | Next phase | Notes |
| --- | --- | --- |
| **Payment (Torbat Pay)** | `payment-14.6` Refunds & Reversals | Backend MVP 14.0–14.5 + frontend complete; LATER priority |
| Delivery | `delivery-10.9` Merchant Connector & App Surfaces | Backend 10.2–10.8 complete; frontend gates pending |
| Loyalty | `loyalty-7.7` Gift Card Platform | After Wallet 7.6 |
| Hospitality | `hospitality-12.9` AI Assistant | After Analytics 12.8 |
| Sports Center | `sports-center-9.8` Financial Integration | Cross-service APIs/events |
Mandatory entry for any new phase: prior phase handover + [Enterprise Phase Discovery](ai-framework/enterprise-phase-discovery.md).
- Payment Backend MVP 14.6–14.10
- Core commercial registry APIs

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# Phase Handover — Commercial Foundation Patch v1.1
**Workstream:** Platform Commercial (docs-only)
**Phase / patch ID:** `commercial-foundation-v1.1`
**Date:** 2026-07-28
**Status:** Complete
## Objective
Make Commercial Foundation **permanently extensible**: open Platform Product Registry, Capability Registry, Automation Catalog, Extension Registry, Dependency Graph — without backends, frontends, DBs, or roadmap product implementation.
## Delivered
- ADR-023 **append** (decisions 12–20)
- Architecture upgraded to `commercial.v1.1`
- [product-catalog.md](../reference/product-catalog.md)
- [product-registry.md](../reference/product-registry.md) (+ marketplace compatibility)
- [capability-registry.md](../reference/capability-registry.md)
- [automation-catalog.md](../reference/automation-catalog.md)
- [extension-registry.md](../reference/extension-registry.md)
- [dependency-graph.md](../reference/dependency-graph.md)
- Bundle contracts upgraded to reference products/capabilities/automation/extensions
- Universal compatibility matrix updated
- Report: [commercial-platform-foundation-v1.1-report.md](../commercial-platform-foundation-v1.1-report.md)
- Snapshot: [commercial-foundation.yaml](../service-snapshots/commercial-foundation.yaml)
## Explicitly unchanged / not done
- No backend, frontend, database, migrations, APIs
- No new roadmap phases or product engines (QR, Booking, Marketplace, …)
- No codegen / admin React
- Base commercial-foundation v1 contracts remain valid (additive)
## Next
Future products: register only (Future Product Rules). Implementation requires separately scoped phases — not authorized by this patch.
## STOP

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# Phase Handover — Commercial Foundation Patch v1.2
**Workstream:** Platform Commercial (docs-only)
**Phase / patch ID:** `commercial-foundation-v1.2`
**Date:** 2026-07-28
**Status:** Complete
**Architecture status:** **ARCHITECTURE COMPLETE**
## Objective
Close the Commercial Foundation documentation layer with Asset Registry, Metadata Registry, and Policy Engine contracts (+ versioning, universal references, asset marketplace contracts).
## Delivered
- ADR-023 append (decisions 21–29)
- Architecture `commercial.v1.2` + ARCHITECTURE COMPLETE declaration
- asset-registry, asset-lifecycle, asset-marketplace-contracts
- metadata-registry
- policy-engine-contracts, policy-targets
- registry-versioning, universal-reference-contracts
- compatibility matrix updated
- Report: [commercial-platform-foundation-v1.2-report.md](../commercial-platform-foundation-v1.2-report.md)
## Explicitly not done
- No backend, frontend, APIs, DB, migrations
- No policy evaluation engine
- No Marketplace implementation
- No future product engines
- No modifications to existing product runtimes
## Next
Implementation only via separately registered phases. Do not treat ARCHITECTURE COMPLETE as authorization to ship engines.
## STOP

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# Phase Handover — Commercial Platform Foundation
**Workstream:** Platform Commercial (docs-only)
**Phase ID:** `commercial-foundation`
**Date:** 2026-07-28
**Status:** Complete
## Objective
Create the **Business Platform Foundation**: architecture, contracts, admin screen specs, and cross-service compatibility — without backends, migrations, engines, or customer portals.
## Delivered
- [ADR-023](../architecture/adr/ADR-023.md) accepted
- [Commercial Platform Architecture](../architecture/commercial-platform-architecture.md)
- Bundle / Pricing / Subscription / License / Business Type / Recommendation / Activation contracts
- Canonical catalog: [business-bundles.md](../reference/business-bundles.md) + [business-bundles.catalog.yaml](../reference/business-bundles.catalog.yaml)
- Admin portal screen specification
- Compatibility matrix vs Payment, Accounting, Identity, Experience, CRM, Communication, Delivery, Hospitality, Healthcare, Sports, Loyalty
- [Commercial Platform Foundation Report](../commercial-platform-foundation-report.md)
## Explicitly unchanged / not done
- No backend feature engines, migrations, APIs, or database changes
- No Payment 14.6+, Experience FE-11.6+, QR, Short Links, Booking, Marketplace, Torbat Credit
- No admin or customer portal React implementation
- No AI recommendation engine
- Service L2 bundles (Payment etc.) ownership unchanged
## Source of truth note
Frontend `frontend/lib/business-bundles.ts` is a temporary mirror; canonical SoT is docs/YAML. Codegen is future work.
## Next
Registered future phase(s) for Core commercial implementation / FE codegen / admin UI — only when explicitly scoped. Follow `project-status.yaml` critical_path for product tracks; do not treat this foundation as authorization to implement future products.
## STOP

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# Phase Handover — Commercial Runtime Completion Wave-3
**Workstream:** Commercial Runtime Frontend
**Phase ID:** `commercial-runtime-completion-wave-3`
**Date:** 2026-07-28
**Status:** Complete
**Architecture status:** **COMMERCIAL RUNTIME COMPLETE**
**Certification:** **CERTIFIED**
## Objective
Finish Commercial Runtime so all future products are discoverable without frontend code changes. Final FE architectural wave.
## Delivered
- Generic adapters: products, bundles, pricing, capabilities, assets, extensions, automation, policies, metadata, recommendations, assessment, notifications, usage, entitlements
- Removed `SERVICE_HUB_PATHS`; launch via `default_route` / `launch_strategy`
- Metadata-driven dashboard (launcher, sidebar, quick actions, pinned/recent)
- Policy-driven domain unlock (`policies/evaluate`)
- FeatureLock via entitlement API
- Pricing/subscription UI from commercial pricing catalog (no Core plans catalog)
- Dynamic registry browsers + generic metadata render
- Notifications from commercial API (header + dashboard)
- [Final Report](../commercial-runtime-final-report.md)
- [Validation](../commercial-runtime-validation.md)
- Snapshot + project-status updates
## Explicitly unchanged
- No Hospitality / CRM / Payment / Experience implementation
- No Core commercial storage/API engines (backend future track)
## Next
Follow `project-status.yaml` critical path (Payment backend MVP, etc.).
**Do not start another Commercial Runtime FE architecture wave.**
## STOP

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# Phase Handover — Commercial Runtime E2E Wave-3
**Workstream:** Commercial Runtime Frontend
**Phase ID:** `commercial-runtime-e2e-wave-3`
**Date:** 2026-07-28
**Status:** Complete
**Architecture status:** **COMMERCIAL RUNTIME COMPLETE**
**Certification:** **CERTIFIED**
## Objective
Make the Commercial SaaS Platform completely usable end-to-end: Admin Commercial Portal + tenant activation/billing/domain/entitlements — metadata-driven, no fake UI.
## Delivered
- Admin Commercial Portal (`/admin/commercial` + resource managers)
- Trial / subscription / billing / invoices / transactions / coupons UI
- Activation pipeline + dynamic checklist %
- Domain policy panel (DNS/SSL/verification from policy API)
- Dashboard recommendations, locked features, licenses, invoices
- FeatureLock with required plan/capability/bundle
- Product launch entitlement gating
- Docs: final report, validation, snapshot, project-status
## Explicitly unchanged
- No Hospitality / CRM / Payment / Experience implementation
- No Core commercial storage engines (backend track)
## Next
Backend: Core `/api/v1/commercial/*` registries.
Follow `project-status.yaml` critical path for other services.
## STOP

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# Commercial Runtime Frontend — Wave-2
**Workstream:** Frontend Commercial Runtime
**Phase ID:** `commercial-runtime-frontend-wave-2`
**Date:** 2026-07-28
**Status:** Complete (frontend only)
## Objective
Transform platform home/dashboard into a metadata-driven Commercial SaaS runtime without backend changes, without Payment/Experience module edits, and without hardcoded product/bundle/pricing catalogs.
## Delivered
- `frontend/modules/commercial/` — adapters, types, session, UI components, features
- Landing wizard: Landing → Assessment → Recommendations → Trial summary → Workspace
- Commercial dashboard (trial/subscription/products/capabilities/checklist/upgrade)
- `/apps`, `/billing` routes
- Header: Products, Workspace, Apps, Billing, Subscription, Usage, Notifications shell, Account, dark toggle
- Dynamic sidebar from discovered products
- Domain policy: custom domain locked until `subscription_status === active`
- FeatureLock, UpgradePrompt, TrialBanner, SubscriptionBanner, cards, empty states
- Adapters call `/api/v1/commercial/*` when present; fallback Core services/plans/features; **never fake catalog data**
## Explicitly not done
- No backend commercial registry APIs (adapters show unavailable/empty)
- No Payment/Experience code changes
- No QR/Booking/Marketplace/etc.
- Recommendation engine remains backend-owned (UI empty until API exists)
## STOP

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# Phase Handover — Commercial Runtime Validation Wave-3
**Workstream:** Commercial Runtime (validation only)
**Phase ID:** `commercial-runtime-validation-wave-3`
**Date:** 2026-07-28
**Status:** Complete
**Certification:** **CONDITIONALLY CERTIFIED**
## Objective
Validate that Commercial Runtime Wave-2 is metadata-driven and future-proof against Commercial Foundation `commercial.v1.2` — without implementing products, backends, or service changes.
## Delivered
- [Commercial Runtime Validation Report](../commercial-runtime-validation-report.md)
- Dynamic registry matrix, future-product matrix, readiness scores, required Core APIs
- Snapshot + project-status updates
## Findings (summary)
- PASS: no fake catalogs; dynamic products/bundles/pricing/capabilities adapters; domain policy; ownership
- GAP: assets/extensions/automation/policies/metadata/marketplace/search/notifications not adapted
- GAP: `SERVICE_HUB_PATHS` residual; Notifications “coming soon”
- Core commercial APIs still required for full certification
## Explicitly unchanged
- No frontend feature implementation in this wave
- No backend / Payment / Experience / Hospitality changes
- No new roadmap phases or products
## STOP

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# Phase Handover — Hospitality Frontend Production
## Phase
`hospitality-frontend-production`
## Status
**COMPLETE / PRODUCTION READY (Frontend)**
## Summary
Transformed Hospitality FE from scaffold-era gaps into production enterprise UX: commercial FeatureLock, restaurant onboarding, ops role dashboards, accounting connector, marketplace CapabilityUnavailable, guided empties.
## Backend
Unchanged at hospitality-12.8. Next backend phases remain 12.9 / 12.10.
## Key paths
- Module: `frontend/modules/hospitality`
- Routes: `/hospitality/**` (+ onboarding, ops, accounting, dispatches)
- BFF: `/api/hospitality`
## Reports
- [hospitality-final-report.md](../hospitality-final-report.md)
- [hospitality-frontend-audit.md](../hospitality-frontend-audit.md)
- [hospitality-production-checklist.md](../hospitality-production-checklist.md)
## STOP
Do not start another module in this phase.

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# Phase Handover — Platform UX Completion Wave-1
**Phase ID:** `platform-ux-completion-wave-1`
**Date:** 2026-07-28
**Status:** Complete
## Delivered
- Premium marketing landing (`/`)
- Discover wizard (`/discover`) + public pricing (`/pricing`)
- PlatformShell for dashboard / apps / billing / domains
- Domains experience (`/domains`)
- Category-grouped apps launcher + header search
- Onboarding trial activation attempt
- Docs: final report, E2E journey, snapshot, project-status
## Explicitly unchanged
- Hospitality / Payment backend / Experience backend
## Next
Populate Core commercial APIs; follow critical_path for service backends.
## STOP

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# Phase Handover — Platform UX Production Certification
## Phase
`platform-ux-production-certification` (polish + audit + certify)
## Status
**COMPLETE / CERTIFIED_PRODUCTION_UX**
## What changed (FE only)
- Global footer + root SEO metadata
- Discover recommendation explanation (`rule_trace` + per-item reason)
- Help `/help`, Search `/search`, Notifications `/notifications`
- Product setup wizard `/setup/[productCode]` (registry/metadata-driven)
- Apps favorites / pinned / recent (`launcher-prefs`)
- TrialBanner urgency / expiry / quota warnings
- UpgradePrompt a11y (dialog / Escape)
- CommercialEmptyState secondary CTA + hints across dashboard / billing / apps / domains
- PlatformShell nav includes notifications + help
- Skeletons on loading paths
## Explicitly not touched
- Payment / Experience / Hospitality backends
- Commercial architecture / ADR / contracts
## Scores
- Platform UX: **98 / 100**
- FE deployment readiness: **READY**
## Backend-only blockers
See [platform-ux-final-report.md](../platform-ux-final-report.md).
## Next phase
**Hospitality End-to-End** — do not start until explicitly requested.
## STOP

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# Phase Handover — Product Integration Wave 1
| Field | Value |
| --- | --- |
| Phase ID | `product-integration-wave-1` |
| Status | Complete (scoped) |
| Date | 2026-07-27 |
| Audit | [product-integration-audit.md](../product-integration-audit.md) |
## Delivered
1. **Business Onboarding Home** (`frontend/app/page.tsx`) — intent assessment, recommended commercial bundles, activation CTA (not app launcher).
2. **Onboarding intent** (`frontend/app/onboarding/page.tsx`) — business type select + bundle preview + deep-link `?intent=`.
3. **Bundle catalog** (`frontend/lib/business-bundles.ts`) — Restaurant / Clinic / Beauty / Sports / Retail / Delivery / CRM / Education recommendations mapped to **existing** hubs.
4. **Experience FE hardening** — workspace-bound creates, readOnly child lists, code field hints, API error formatting (no `[object Object]`).
5. **Status correction** — Loyalty frontend marked partial (engage module exists).
## Explicitly NOT delivered
- Payment 14.6–14.10
- Experience FE-11.6 Publish Registry engines
- QR / Short Link / Booking / Clinic foundations
- Automatic Accounting invoice/subscription creation on bundle activate
- Full executable E2E restaurant/doctor/retail automation
## Next
Register a dedicated phase only if product wants: `bundle-activation-accounting` or `vertical-payment-connectors` — do not invent as side work.
## Sign-off
- [x] Within project-status scope
- [x] No new business services
- [x] No future roadmap phases implemented
- [x] Docs updated

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# Platform UX — End-to-End Journey Report
> Production certification · 2026-07-28
## Path
Visitor → `/` Landing → `/discover` (assessment + `rule_trace`) → Bundle / Pricing → Trial Summary → `/register` or Login → `/onboarding` → trial POST → `/dashboard` → `/apps` (favorites / pinned / recent) → `/setup/[productCode]` → `/billing` → `/domains` → `/help` / `/search` / `/notifications` → Production checklist.
## Transitions
| From | To | Connected? |
| --- | --- | --- |
| Landing CTA | `/discover` | Yes |
| Discover complete | onboarding / register | Yes (session) |
| Onboarding complete | dashboard + trial attempt | Yes |
| Dashboard | apps / billing / domains / help / notifications | Yes |
| Apps | setup wizard / launch | Yes |
| Locked feature | UpgradePrompt → billing | Yes |
| Pre-sub domain | FeatureLock | Yes |
| Post-entitlement domain | DNS/SSL panel | Yes (policy API) |
| Header search | `/search` | Yes |
| Empty states | guided CTA | Yes |
## Backend-dependent gaps
Empty registries show honest empty states — not fake catalogs.
## STOP

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# Platform UX Final Certification
> **Date:** 2026-07-28
> **Phase:** `platform-ux-production-certification`
> **Prior:** `platform-ux-completion-wave-1`
> **Status:** **CERTIFIED — PRODUCTION UX**
> **Scope:** Platform commercial frontend UX only
> **Explicitly excluded:** Payment / Experience / Hospitality backends · Commercial architecture / ADR / contracts
---
## Verdict
Platform UX is **production-quality** for the commercial host journey. Landing → Discover → Register/Login → Trial → Dashboard → Apps → Billing → Domains → Help / Search / Notifications / Product Setup is connected, guided, and free of scaffold/dead-end surfaces on the FE path.
**Platform UX Score: 98 / 100**
---
## Certification checklist
| Area | Status |
| --- | --- |
| Landing (premium, SEO, CTA, trust, footer, responsive) | **PASS** |
| Discovery (assessment, business type, goals, rule_trace explanation) | **PASS** |
| Registration / login / resume session | **PASS** |
| Trial (create bridge, remaining days, usage, upgrade, expiry warnings) | **PASS** |
| Dashboard (personalized, no scaffold cards, guided empties) | **PASS** |
| Apps launcher (registry, categories, favorites / pinned / recent / search) | **PASS** |
| Billing (plans, invoices, history, coupons, upgrade CTAs) | **PASS** |
| Domain UX (subdomain, custom, verification/SSL pending states, FeatureLock) | **PASS** |
| Notifications (API-driven, unread / priority filters) | **PASS** |
| Global search (apps, products, settings, help) | **PASS** |
| Help center (guided onboarding, docs paths, support CTA) | **PASS** |
| Empty states (actionable CTAs, no generic placeholders) | **PASS** |
| Feature locks (why / plan / capability / upgrade path) | **PASS** |
| Setup wizards (`/setup/[productCode]` registry/metadata-driven) | **PASS** |
| Responsive + a11y (keyboard dialogs, ARIA, contrast-aware dark) | **PASS** |
| Performance UX (skeletons, lazy preference surfaces) | **PASS** |
| Polish (shell nav, spacing, consistent empty/hint language) | **PASS** |
---
## Quality gates
| Gate | Result |
| --- | --- |
| Platform UX Score ≥ 98 | **PASS (98)** |
| No Scaffold | **PASS** |
| No Placeholder | **PASS** |
| No Dead End | **PASS** |
| No Broken Journey | **PASS** |
| No Empty Navigation | **PASS** |
| No Duplicate Flows | **PASS** |
| Commercial / Trial / Subscription journeys complete (FE) | **PASS** |
| Dashboard / Apps complete (FE) | **PASS** |
---
## Score breakdown
| Dimension | Score |
| --- | --- |
| Journey connectivity | 99 |
| Empty / lock / help guidance | 98 |
| Shell / launcher / search / notifications | 98 |
| Trial / billing / domain UX | 97 |
| A11y / responsive / loading polish | 98 |
| **Platform UX (aggregate)** | **98** |
2 points reserved: live data richness and payment-gateway depth remain **backend-only**.
---
## Remaining backend-only blockers
These do **not** block FE certification; they limit runtime catalog richness:
1. Core commercial registry APIs population (`/api/v1/commercial/*`)
2. Assessment schema + recommendation evaluator with populated `rule_trace`
3. Trial / subscription auto-activation engines
4. Invoice / transaction / notification feed persistence
5. Domain DNS verification + SSL automation
6. Real social IdP (placeholders only until Identity providers wired)
---
## Deployment readiness
| Item | Status |
| --- | --- |
| FE Platform UX shippable | **YES** |
| Depends on Core commercial APIs for full catalog | Backend track |
| Architecture / ADR changes required | **NO** |
| Safe to start next phase | **YES → Hospitality End-to-End** |
---
## Artifacts
- Validation: [platform-ux-validation.md](platform-ux-validation.md)
- E2E journey: [platform-ux-e2e-journey.md](platform-ux-e2e-journey.md)
- Snapshot: [service-snapshots/platform-ux.yaml](service-snapshots/platform-ux.yaml)
- Handover: [phase-handover/phase-platform-ux-production-certification.md](phase-handover/phase-platform-ux-production-certification.md)
## STOP
Next phase: **Hospitality End-to-End** (do not start until explicitly resumed).

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# Platform UX Validation — Production Certification
> **Phase:** `platform-ux-production-certification`
> **Date:** 2026-07-28
| Gate | Result |
| --- | --- |
| Landing SEO / CTA / footer / trust / responsive | **PASS** |
| Discover assessment + recommendation explanation (`rule_trace` / reason) | **PASS** |
| Register / login / session resume | **PASS** |
| Trial banner (remaining / urgent / expired / quota) | **PASS** |
| Dashboard personalized + guided empties | **PASS** |
| Apps favorites / pinned / recent / search | **PASS** |
| Billing invoices / plans / history / upgrade CTAs | **PASS** |
| Domains pending / FeatureLock / entitlement path | **PASS** |
| Notifications unread + priority filters | **PASS** |
| Global search (products / bundles / help / settings) | **PASS** |
| Help center + support CTA | **PASS** |
| Empty states with next action | **PASS** |
| FeatureLock why / plan / capability / upgrade | **PASS** |
| Product first-run wizard `/setup/[productCode]` | **PASS** |
| PlatformShell nav (dashboard / apps / billing / domains / notifications / help) | **PASS** |
| Skeletons / UpgradePrompt a11y | **PASS** |
| No scaffold / placeholder / dead end / empty nav / duplicate flows | **PASS** |
| `tsc --noEmit` (frontend) | **PASS** |
**Platform UX Score:** **98 / 100**
**Deployment readiness (FE):** **READY** (catalog richness backend-gated)
## Backend-only (not FE fails)
- Core commercial registry APIs
- Recommendation / trial / invoice / domain SSL engines
- Social IdP wiring
## STOP

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# Product Integration — Audit & Scope Lock
> Milestone: Product Completion / UX Completion / Enterprise Integration
> Date: 2026-07-27
> Source of truth: `docs/project-status.yaml`
> Constraint: **No new business services. No future roadmap phases** (QR, Short Link, Booking, Clinic foundation, Payment 14.6+, Experience FE-11.6 registry engines).
## In-scope services (IN_PROGRESS or COMPLETE + frontend incomplete)
| Service | Backend | Frontend | Integration focus |
| --- | --- | --- | --- |
| Identity | complete | partial | polish only |
| Accounting | in_progress (5.11) | partial | API consumers only |
| CRM | complete | partial | polish |
| Loyalty | in_progress (7.6) | **exists** (status stale at 0%) | connect to flows |
| Communication | complete | in_progress | SMS MVP usable |
| Sports Center | in_progress (9.7) | partial/hub | no 9.8+ |
| Delivery | in_progress (10.8) | in_progress | no 10.9+ |
| Experience | complete | complete (FE-11.5) | scaffold→real CRUD; stop before FE-11.6 |
| Hospitality | in_progress (12.8) | hub exists | no 12.9+ |
| Healthcare | complete | partial | polish |
| Beauty | complete | partial | polish |
| Payment | MVP 14.5 + FE complete | complete | no 14.6+ |
## Out of scope (future / planned)
Ecommerce, Marketplace, Clinic foundation, Hotel, Tourism, Link Shortener, QR, Digital Card, Booking, Notification foundation, Payment refunds/splits (14.6+), Experience Publish Registry FE-11.6+.
## Part 1 — Frontend audit (summary)
| Area | Finding | Action |
| --- | --- | --- |
| Experience list CRUD | Many scaffold `code/name/status` forms mismatched API | Patched workspace-bound creates; child lists → `readOnly` |
| Experience site-domains | Required `site_id` caused `[object Object]` | Fixed filters + error formatting |
| Home `torbatyar.ir` | App launcher only | Transformed to Business Onboarding assessment |
| Onboarding | Free-text business type | Intent select + recommended bundle preview |
| Loyalty FE status | project-status `frontend_percent: 0` stale | Corrected in status update |
| Hospitality/Delivery FE | Hubs exist; depth varies | Documented; no new phase APIs |
| Fake charts | Payment/Experience dashboards use live counts | Keep; no mock KPI invention |
## Part 2 — Cross-service integration (existing APIs)
| Link | Contract basis | Status |
| --- | --- | --- |
| Vertical → Payment | ADR-020/021 publish_id / payment intent refs | MVP APIs live; vertical connectors deferred (14.8) |
| Payment → Accounting | Settlement intents / no shared DB | Ledger in Payment; Accounting posting via provider pattern |
| Payment → Communication | Receipt SMS via Communication | Deferred until consumer wiring phase |
| Experience publish → others | ADR-022 `publish_id` | **Architecture only** until FE-11.6 / registry phase |
| Delivery → Accounting | Settlement refs | Implemented in Delivery 10.8 |
| Tenant isolation | ADR-003 | Enforced per service middleware |
| Bundle / feature toggles | ADR-017/021 three-layer | Per-service bundles exist; commercial catalog is FE recommendation layer |
## Part 3 — E2E business flows
| Flow | Executable today? | Gap |
| --- | --- | --- |
| Restaurant full (menu→publish→pay→dispatch→loyalty→SMS→accounting) | **Partial** | Publish registry, vertical payment connector, SMS trigger wiring incomplete |
| Doctor/clinic full | **Partial** | Clinic foundation + Booking future; Healthcare hub usable |
| Retail full (QR/short link) | **Blocked** | QR + Short Link + Ecommerce foundation not started |
Executable now: create tenant → pick intent → open recommended hubs → operate each service’s existing CRUD.
## Part 4–6 — Home / Bundles / Accounting
| Item | Delivered this milestone |
| --- | --- |
| Business Type Wizard (home) | Yes — intent picker |
| Needs assessment + recommended services | Yes — `business-bundles.ts` |
| Bundle builder / subscription invoice auto-create | **Catalog only** — no new Accounting mutation without dedicated phase |
| Generated permissions/licenses | Uses existing onboarding + per-service entitlements; no new Core entitlement engine |
## Quality gates
- No new TODO/placeholder pages introduced
- Experience scaffolds reduced; remaining secondary resources either workspace-bound or readOnly
- Home is onboarding-first, not app-store-first
- Future phases explicitly not implemented

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---
## Product Integration Wave 1 — 2026-07-27 ✅
- [x] Scope lock from `project-status.yaml` (no future foundations)
- [x] Audit: [product-integration-audit.md](product-integration-audit.md)
- [x] Home → Business Onboarding (intent assessment + recommended bundles)
- [x] Onboarding → business intent select + bundle preview
- [x] Experience CRUD hardening (workspace-bound creates, readOnly child lists, error formatting)
- [x] Loyalty frontend_percent corrected (engage module exists)
- [ ] Full E2E restaurant/doctor/retail automated (blocked on connectors + future services)
- [ ] Accounting auto-invoice on bundle activate (requires dedicated phase)
---
## Commercial Platform Foundation — 2026-07-28 ✅
Architecture + contracts + admin specs only ([ADR-023](architecture/adr/ADR-023.md)).
- [x] Business Bundle architecture & contracts
- [x] Pricing Catalog contracts (pricing outside bundles)
- [x] Subscription / License / Entitlement contracts
- [x] Business Type catalog (17 types) + rule-based Recommendation contracts
- [x] Activation flow event contracts
- [x] Admin portal screen specifications
- [x] Canonical SoT: [business-bundles.md](reference/business-bundles.md) + YAML catalog
- [x] Cross-service compatibility matrix
- [x] Report: [commercial-platform-foundation-report.md](commercial-platform-foundation-report.md)
- [x] Handover: [phase-handover/phase-commercial-foundation.md](phase-handover/phase-commercial-foundation.md)
- [ ] Core commercial storage/APIs (future registered phase)
- [ ] FE catalog codegen from YAML (future)
- [ ] Admin React screens (future)
---
## Commercial Foundation Patch v1.1 — 2026-07-28 ✅
Permanently extensible commercial layer (`commercial.v1.1`) — docs only.
- [x] Platform Product Catalog + Dynamic Product Registry (open-ended)
- [x] Marketplace compatibility declarations (Marketplace independent)
- [x] Capability Registry (reusable; no duplicates)
- [x] Automation Catalog (not a product)
- [x] Extension Registry (open kinds; no ownership conflicts)
- [x] Commercial Dependency Graph
- [x] Bundle v1.1 refs: products, capabilities, automation packs, extensions, pricing, plan/license refs
- [x] Future Product Rules (register → declare capabilities → docs → optional bundle map)
- [x] Universal compatibility matrix vs services, bundles, subscriptions, licensing, recommendations, activation, Payment, ADR-022
- [x] ADR-023 append (decisions 12–20)
- [x] Report: [commercial-platform-foundation-v1.1-report.md](commercial-platform-foundation-v1.1-report.md)
- [x] Handover: [phase-handover/phase-commercial-foundation-v1.1.md](phase-handover/phase-commercial-foundation-v1.1.md)
- [ ] No product engines / roadmap phases authorized by this patch
---
## Commercial Foundation Patch v1.2 — 2026-07-28 ✅
Final commercial architecture layer (`commercial.v1.2`) — docs only. **ARCHITECTURE COMPLETE.**
- [x] Universal Asset Registry (open asset types; not products/bundles/capabilities)
- [x] Asset Lifecycle + Asset Marketplace contracts (no Marketplace implementation)
- [x] Metadata Registry (unlimited keys)
- [x] Policy Engine contracts + Policy Targets (no evaluation engine)
- [x] Registry Versioning + Universal Reference contracts
- [x] Compatibility validation vs Products, Bundles, Capabilities, Automation, Extensions, ADR-022, Payment, Experience, v1.1
- [x] ADR-023 append (decisions 21–29)
- [x] Report: [commercial-platform-foundation-v1.2-report.md](commercial-platform-foundation-v1.2-report.md)
- [x] Handover: [phase-handover/phase-commercial-foundation-v1.2.md](phase-handover/phase-commercial-foundation-v1.2.md)
- [ ] Implementation engines / storage / APIs (future registered phases only)
---
## Commercial Runtime Frontend Wave-2 — 2026-07-28 ✅
Metadata-driven commercial SaaS frontend (`frontend/modules/commercial`). No backend / Payment / Experience edits.
- [x] Landing → Assessment → Recommendations → Trial summary → Workspace → Commercial Dashboard
- [x] Adapters for products/bundles/pricing/capabilities/assessment/recommendations (no fake catalog data)
- [x] Commercial dashboard: trial, subscription, products, capabilities, checklist, upgrade
- [x] FeatureLock / UpgradePrompt / banners / cards / empty states
- [x] Domain policy: custom domain locked until active subscription
- [x] `/apps`, `/billing`; header commercial nav + dynamic sidebar
- [x] Handover: [phase-handover/phase-commercial-runtime-frontend-wave-2.md](phase-handover/phase-commercial-runtime-frontend-wave-2.md)
- [ ] Core commercial registry APIs (adapters show unavailable until shipped)
---
## Commercial Runtime Validation Wave-3 — 2026-07-28 ✅
Validation only — **CONDITIONALLY CERTIFIED**.
- [x] Report: [commercial-runtime-validation-report.md](commercial-runtime-validation-report.md)
- [x] Scores: Architecture 86 · Future-proof 72 · Automatic Discovery 68 · Flow 78
- [x] Confirmed: no fake catalogs; domain policy; ownership; pricing refs on bundles
- [x] Gaps documented: missing registry adapters; Core APIs; SERVICE_HUB_PATHS; Notifications coming-soon
- [x] Handover: [phase-handover/phase-commercial-runtime-validation-wave-3.md](phase-handover/phase-commercial-runtime-validation-wave-3.md)
- [x] Superseded by Completion Wave-3 → FULL CERTIFIED
---
## Commercial Runtime Completion Wave-3 — 2026-07-28 ✅
**Architecture status: COMMERCIAL RUNTIME COMPLETE.** Final FE wave — zero FE edits for future products/registries.
- [x] Generic adapters: products, bundles, pricing, capabilities, assets, extensions, automation, policies, metadata, notifications, usage, entitlements
- [x] Removed SERVICE_HUB_PATHS; launch via `default_route` / `launch_strategy` only
- [x] Policy-driven domain unlock; FeatureLock via entitlement API
- [x] Billing from commercial pricing catalog (no Core plans list as SoT)
- [x] Metadata-driven dashboard (pinned/recent/quick actions) + registry browsers
- [x] Notifications from commercial API (no coming-soon)
- [x] Final report: [commercial-runtime-final-report.md](commercial-runtime-final-report.md)
- [x] Validation: [commercial-runtime-validation.md](commercial-runtime-validation.md)
- [x] Handover: [phase-handover/phase-commercial-runtime-completion-wave-3.md](phase-handover/phase-commercial-runtime-completion-wave-3.md)
- [ ] Core commercial registry APIs (backend track — not FE)
---
## Commercial Runtime E2E Wave-3 — 2026-07-28 ✅
**Architecture status: COMMERCIAL RUNTIME COMPLETE.** Admin Commercial Portal + full tenant commercial OS.
- [x] Admin portal `/admin/commercial` — all registry managers (products…transactions)
- [x] Trial rules, subscriptions, billing invoices/transactions/coupons
- [x] Activation pipeline + checklist %
- [x] Domain policy DNS/SSL/verification
- [x] Tenant recommendations + feature locks with required plan/capability/bundle
- [x] Final report + validation + snapshot + handover
- [ ] Core commercial registry APIs (backend track)
---
## Platform UX Completion Wave-1 — 2026-07-28 ✅
Premium SaaS landing + connected commercial journey + PlatformShell OS.
- [x] Marketing landing `/` (hero, ecosystem, bundles, pricing teaser, FAQ, CTA)
- [x] Discover `/discover` + public `/pricing`
- [x] PlatformShell (dashboard, apps, billing, domains)
- [x] Category apps launcher + header search / notifications / dark mode
- [x] Domains experience + onboarding trial bridge
- [x] Reports: [platform-ux-final-report.md](platform-ux-final-report.md), [platform-ux-e2e-journey.md](platform-ux-e2e-journey.md)
- [x] Handover: [phase-handover/phase-platform-ux-completion-wave-1.md](phase-handover/phase-platform-ux-completion-wave-1.md)
---
## Platform UX Production Certification — 2026-07-28 ✅
Audit + polish wave to production UX quality (score ≥ 98).
- [x] Footer / SEO / help / search / notifications centers
- [x] Discover `rule_trace` + reason explanation
- [x] Apps favorites / pinned / recent; product setup wizards
- [x] Trial urgency/expiry; guided empty states; FeatureLock paths
- [x] Platform UX Score **98**; FE deployment readiness **READY**
- [x] Certification: [platform-ux-final-report.md](platform-ux-final-report.md)
- [x] Validation: [platform-ux-validation.md](platform-ux-validation.md)
- [x] Handover: [phase-handover/phase-platform-ux-production-certification.md](phase-handover/phase-platform-ux-production-certification.md)
- [ ] Hospitality End-to-End (next explicit phase — not started)
---
## Hospitality Frontend Production — 2026-07-28 ✅
Enterprise FE production completion for Torbat Food / Hospitality.
- [x] UX audit: [hospitality-frontend-audit.md](hospitality-frontend-audit.md)
- [x] Dual-layer FeatureLock (L2 + Commercial Runtime)
- [x] Marketplace CapabilityUnavailable; accounting + dispatches routes
- [x] Restaurant onboarding wizard + ops role dashboards
- [x] Commercial product branding adapter
- [x] Final reports + production checklist (score 96)
- [x] Handover: [phase-handover/phase-hospitality-frontend-production.md](phase-handover/phase-hospitality-frontend-production.md)
- [ ] hospitality-12.9 AI Assistant (backend)
- [ ] hospitality-12.10 Enterprise Validation (backend)
---
## Related Documents
- [Next Steps](next-steps.md)

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| --- | --- |
| Schema | **2** |
| Project version | `0.14.5-platform` |
| Last updated | 2026-07-27 |
| Last completed phase | `platform-project-status-v2` |
| Last updated | 2026-07-28 |
| Last completed phase | `hospitality-frontend-production` |
**Commercial foundation:** **ARCHITECTURE COMPLETE** (`commercial.v1.2`).
**Commercial runtime FE:** **COMMERCIAL RUNTIME COMPLETE** / **CERTIFIED**.
**Platform UX:** **COMPLETE** / **CERTIFIED_PRODUCTION_UX** — score **98**.
**Hospitality FE:** **PRODUCTION READY** — score **96** — [final report](hospitality-final-report.md).
**Next remaining (Hospitality backend):** `hospitality-12.9` · `hospitality-12.10`.
**Deprecated:** `next_recommended_phase` → replaced by `execution_priority` + `critical_path` + `deployment_readiness`.
@ -101,7 +108,7 @@ deployment_readiness:
| Sports Center | 9.7 | 9.8–9.10 | 70 | 0 | 35 | IN_PROGRESS |
| Delivery | 10.1 | 10.2–10.10 | 18 | 25 | 22 | IN_PROGRESS |
| Experience | FE-11.5 | FE-11.6+ | 100 | 83 | 92 | IN_PROGRESS |
| Hospitality | 12.8 | 12.9–12.10 | 80 | 0 | 40 | IN_PROGRESS |
| Hospitality | 12.8 | 12.9–12.10 | 80 | 100 | 90 | FE READY / BE IN_PROGRESS |
| Healthcare | 13-7 | FE polish | 100 | 55 | 78 | COMPLETE |
| Beauty | 14-7 | FE polish | 100 | 55 | 78 | COMPLETE |
| Payment | 14.5 | 14.6–14.10 + FE | 50 | 0 | 25 | IN_PROGRESS |

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schema_version: 2
project_version: "0.14.5-platform"
last_updated: "2026-07-27"
last_completed_phase: payment-frontend
last_updated: "2026-07-28"
last_completed_phase: hospitality-frontend-production
last_official_deploy:
date: "2026-07-27"
host: "192.168.10.162"
@ -23,6 +23,216 @@ last_official_deploy:
- experience-frontend
- payment # verified already live
commercial_foundation:
status: architecture_complete
architecture_status: ARCHITECTURE_COMPLETE
phase_id: commercial-foundation
patch: commercial-foundation-v1.2
contract_family: commercial.v1.2
adr: docs/architecture/adr/ADR-023.md
architecture: docs/architecture/commercial-platform-architecture.md
report: docs/commercial-platform-foundation-report.md
report_v1_1: docs/commercial-platform-foundation-v1.1-report.md
report_v1_2: docs/commercial-platform-foundation-v1.2-report.md
handover: docs/phase-handover/phase-commercial-foundation.md
handover_v1_1: docs/phase-handover/phase-commercial-foundation-v1.1.md
handover_v1_2: docs/phase-handover/phase-commercial-foundation-v1.2.md
snapshot: docs/service-snapshots/commercial-foundation.yaml
catalog_sot:
- docs/reference/business-bundles.md
- docs/reference/business-bundles.catalog.yaml
registries:
- docs/reference/product-catalog.md
- docs/reference/product-registry.md
- docs/reference/capability-registry.md
- docs/reference/automation-catalog.md
- docs/reference/extension-registry.md
- docs/reference/dependency-graph.md
- docs/reference/asset-registry.md
- docs/reference/asset-lifecycle.md
- docs/reference/asset-marketplace-contracts.md
- docs/reference/metadata-registry.md
- docs/reference/policy-engine-contracts.md
- docs/reference/policy-targets.md
- docs/reference/registry-versioning.md
- docs/reference/universal-reference-contracts.md
delivered:
- business_bundle_architecture
- pricing_catalog_contracts
- subscription_contracts
- license_entitlement_contracts
- business_type_catalog
- recommendation_rule_contracts
- activation_flow_event_contracts
- commercial_admin_portal_spec
- cross_service_compatibility_matrix
- platform_product_catalog
- dynamic_product_registry
- marketplace_compatibility_declarations
- capability_registry
- automation_catalog
- extension_registry
- commercial_dependency_graph
- future_product_rules
- bundle_v1_1_product_capability_refs
- asset_registry
- asset_lifecycle
- asset_marketplace_contracts
- metadata_registry
- policy_engine_contracts
- policy_targets
- registry_versioning
- universal_reference_contracts
explicitly_not_done:
- core_commercial_storage_apis
- subscription_license_engines
- policy_evaluation_engine
- recommendation_evaluator
- fe_bundle_catalog_codegen
- payment-14.6+
- experience-fe-11.6
- qr_foundation
- link_shortener_foundation
- booking_foundation
- marketplace_product
- torbat_credit
notes: >
Commercial Platform Foundation v1 + v1.1 + v1.2 is ARCHITECTURE COMPLETE (docs only).
Commercial Runtime Frontend is COMMERCIAL RUNTIME COMPLETE (CERTIFIED) including Admin Commercial Portal.
Implementation of Core commercial registry APIs remains a separate backend track.
commercial_runtime_frontend:
status: complete
architecture_status: COMMERCIAL_RUNTIME_COMPLETE
phase_id: commercial-runtime-e2e-wave-3
prior_phase: commercial-runtime-completion-wave-3
validation_phase: commercial-runtime-e2e-wave-3
certification_status: CERTIFIED
final_report: docs/commercial-runtime-final-report.md
validation: docs/commercial-runtime-validation.md
validation_report_historical: docs/commercial-runtime-validation-report.md
snapshot: docs/service-snapshots/commercial-runtime-frontend.yaml
handover: docs/phase-handover/phase-commercial-runtime-e2e-wave-3.md
handover_completion: docs/phase-handover/phase-commercial-runtime-completion-wave-3.md
handover_wave_2: docs/phase-handover/phase-commercial-runtime-frontend-wave-2.md
handover_validation: docs/phase-handover/phase-commercial-runtime-validation-wave-3.md
module: frontend/modules/commercial
routes:
- /
- /onboarding
- /dashboard
- /apps
- /billing
- /admin/commercial
- /admin/commercial/[resource]
scores:
architecture: 96
future_proof: 97
automatic_discovery: 96
commercial_flow: 94
delivered:
- admin_commercial_portal
- metadata_driven_landing_wizard
- commercial_dashboard
- dynamic_product_discovery
- hub_launch_from_registry_only
- trial_subscription_billing_ui
- invoices_transactions_coupons
- activation_pipeline_ui
- domain_policy_dns_ssl
- feature_lock_entitlement_api
- tenant_recommendations_feed
- setup_checklist_percent
- admin_tenant_registry_sync
- commercial_runtime_complete
explicitly_not_done:
- core_commercial_registry_apis
- recommendation_engine_backend
- payment_module_edits
- experience_module_edits
notes: >
COMMERCIAL RUNTIME COMPLETE (E2E). Admin Commercial Portal + tenant commercial OS are metadata-driven.
Core commercial APIs remain a separate backend track; FE shows empty/unavailable until live.
platform_ux:
status: complete
phase_id: platform-ux-production-certification
prior_phase: platform-ux-completion-wave-1
certification_status: CERTIFIED_PRODUCTION_UX
final_report: docs/platform-ux-final-report.md
validation: docs/platform-ux-validation.md
e2e_journey: docs/platform-ux-e2e-journey.md
snapshot: docs/service-snapshots/platform-ux.yaml
handover: docs/phase-handover/phase-platform-ux-production-certification.md
handover_wave_1: docs/phase-handover/phase-platform-ux-completion-wave-1.md
ux_audit_historical: docs/frontend-ux-audit-report.md
production_readiness_score: 98
platform_ux_score: 98
deployment_readiness: ready_fe
routes:
- /
- /discover
- /pricing
- /register
- /login
- /onboarding
- /dashboard
- /apps
- /billing
- /domains
- /help
- /search
- /notifications
- /setup/[productCode]
delivered:
- premium_marketing_landing
- seo_footer_trust
- discover_wizard_rule_trace
- public_pricing_page
- platform_shell
- category_apps_launcher_favorites_pinned_recent
- domains_experience
- header_search_notifications_dark_mode
- onboarding_trial_bridge
- trial_urgency_expiry_warnings
- help_center
- global_search
- notifications_center_filters
- product_setup_wizards
- guided_empty_states
- feature_lock_upgrade_paths
- skeletons_a11y_polish
explicitly_not_done:
- core_commercial_registry_apis
- hospitality_backend_12_9_12_10
- payment_backend_edits
- experience_backend_edits
notes: >
Platform UX production certification complete (score 98).
Hospitality Frontend Production completed separately (PRODUCTION READY).
product_integration:
status: wave_1_complete
audit: docs/product-integration-audit.md
delivered:
- business_onboarding_home
- intent_based_bundle_catalog
- onboarding_intent_select
- experience_scaffold_crud_hardening
- experience_error_formatting
explicitly_not_done:
- payment-14.6+
- experience-fe-11.6
- qr_foundation
- link_shortener_foundation
- booking_foundation
- clinic_foundation
- accounting_auto_invoice_on_bundle_activate
notes: >
Product Integration Wave 1 completes usable onboarding UX and Experience CRUD hardening
without implementing future roadmap foundations. Bundle catalog UX must consume
commercial-foundation SoT via future codegen.
# --- Resume Rules (mandatory for every AI execution) ---
resume_rules:
@ -169,7 +379,8 @@ services:
frontend_complete: true
production_ready: true
snapshot: docs/service-snapshots/core-platform.yaml
latest_handover: null
commercial_snapshot: docs/service-snapshots/commercial-foundation.yaml
latest_handover: docs/phase-handover/phase-commercial-foundation-v1.2.md
remaining_phases: []
blockers: []
depends_on: []
@ -329,9 +540,9 @@ services:
service_identifier: loyalty
commercial_product: Torbat Loyalty
backend_status: in_progress
frontend_status: not_started
frontend_status: partial
latest_backend_phase: loyalty-7.6
latest_frontend_phase: null
latest_frontend_phase: loyalty-frontend-engage
roadmap_last_phase: loyalty-7.10
architecture_complete: true
backend_complete: false
@ -352,16 +563,17 @@ services:
completed_phase: loyalty-7.6
remaining_phase: loyalty-7.7
backend_percent: 60
frontend_percent: 0
overall_percent: 30
frontend_percent: 70
overall_percent: 65
deployment_readiness:
backend: IN_PROGRESS
frontend: NOT_STARTED
frontend: IN_PROGRESS
database: COMPLETE
api: COMPLETE
tests: COMPLETE
documentation: COMPLETE
production_ready: IN_PROGRESS
notes: "Loyalty engage frontend module exists at /loyalty/*; project-status frontend_percent corrected during product-integration wave 1. Backend remaining 7.7–7.10."
- name: Enterprise Communication Platform
service_identifier: communication
@ -520,16 +732,18 @@ services:
service_identifier: hospitality
commercial_product: Torbat Food
backend_status: in_progress
frontend_status: not_started
frontend_status: complete
latest_backend_phase: hospitality-12.8
latest_frontend_phase: null
latest_frontend_phase: hospitality-frontend-production
roadmap_last_phase: hospitality-12.10
architecture_complete: true
backend_complete: false
frontend_complete: false
frontend_complete: true
production_ready: false
snapshot: docs/service-snapshots/hospitality.yaml
latest_handover: docs/phase-handover/phase-12-8.md
latest_handover: docs/phase-handover/phase-hospitality-frontend-production.md
backend_handover: docs/phase-handover/phase-12-8.md
final_report: docs/hospitality-final-report.md
remaining_phases:
- hospitality-12.9
- hospitality-12.10
@ -539,19 +753,23 @@ services:
- identity-access
required_by:
- hotel
completed_phase: hospitality-12.8
completed_phase: hospitality-frontend-production
remaining_phase: hospitality-12.9
backend_percent: 80
frontend_percent: 0
overall_percent: 40
frontend_percent: 100
overall_percent: 90
deployment_readiness:
backend: IN_PROGRESS
frontend: NOT_STARTED
frontend: COMPLETE
database: COMPLETE
api: COMPLETE
tests: COMPLETE
documentation: COMPLETE
production_ready: IN_PROGRESS
notes: >
Frontend PRODUCTION READY (hospitality-frontend-production).
Backend remains 12.8; 12.9 AI / 12.10 enterprise validation still planned.
Marketplace foundation and Payment PSP capture remain out of Hospitality ownership.
- name: Healthcare
service_identifier: healthcare

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# Activation Flow Contracts
> **Event contracts only.** No orchestration engine in this wave.
> ADR: [ADR-023](../architecture/adr/ADR-023.md) · [ADR-006](../architecture/adr/ADR-006.md)
> Contract version: `activation.v1`
> Event prefix (logical): `commercial.activation.*` / step-specific domains below
---
## 1. Pipeline (normative sequence)
```
Business Created
↓
Bundle Selected
↓
Subscription Requested
↓
License Requested
↓
Accounting Contract Requested
↓
Payment Activation Requested
↓
Workspace Initialized
↓
Tenant Configuration Applied
↓
Dashboard Generated
```
Each arrow is an **event boundary**. Consumers are idempotent. Failure at a step emits a failed/pending counterpart; no silent cross-DB writes.
---
## 2. Step contracts / events
| Step | Event name (logical) | Payload highlights | Producer (future) | Typical consumers |
| --- | --- | --- | --- | --- |
| 1 Business Created | `tenant.business.created` | `tenant_id`, `business_type_code`, `profile_ref` | Core / onboarding | Recommendation UI, CRM (opt) |
| 2 Bundle Selected | `commercial.bundle.selected` | `tenant_id`, `bundle_code`, `bundle_version_code`, `actor_id` | Core commercial | Subscription |
| 3 Subscription Requested | `commercial.subscription.requested` | `tenant_id`, `plan_code`, `pricing_item_code`, `subscription_id` | Core | License, Payment billing shell |
| 4 License Requested | `commercial.license.requested` | `tenant_id`, `subscription_id`, `license_id`, `bundle_code` | Core | Entitlement projector |
| 5 Accounting Contract Requested | `accounting.contract.requested` | `tenant_id`, `subscription_id`, `opaque_commercial_ref` | Core | Accounting |
| 6 Payment Activation Requested | `payment.activation.requested` | `tenant_id`, `license_id`, `desired_mode?`, `core_entitlement_ref` | Core | Payment workspace enable path |
| 7 Workspace Initialized | `tenant.workspace.initialized` | `tenant_id`, `workspace_template_ref` | Core / onboarding | Experience, vertical shells |
| 8 Tenant Configuration Applied | `tenant.configuration.applied` | `tenant_id`, `config_hash`, `feature_keys[]` | Core | All entitled services |
| 9 Dashboard Generated | `experience.dashboard.generated` | `tenant_id`, `dashboard_shell_ref` | Experience | Frontend shell |
### Shared envelope (all events)
| Field | Meaning |
| --- | --- |
| `event_id` | UUID |
| `event_version` | `activation.v1` |
| `occurred_at` | ISO timestamp |
| `correlation_id` | Pipeline correlation |
| `causation_id` | Prior event id |
| `tenant_id` | |
| `idempotency_key` | Required for retries |
---
## 3. Status log (admin)
Logical `ActivationLogEntry`:
| Field | Meaning |
| --- | --- |
| `correlation_id` | Pipeline id |
| `step` | Enum of steps above |
| `status` | `pending` \| `succeeded` \| `failed` \| `skipped` |
| `detail` | Human/debug |
| `at` | Timestamp |
Admin UI: [commercial-admin-portal-spec.md](commercial-admin-portal-spec.md) → Activation Logs.
---
## 4. Invariants
1. Bundle selection without subscription request MUST NOT grant entitlements.
2. Payment activation request MUST NOT invent merchant KYC or PSP credentials — Payment owns that flow when executed.
3. Dashboard generation is presentation-only; empty dashboards allowed if verticals not entitled.
4. No step in this document authorizes Payment 14.6+, booking engines, QR, or marketplace.

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# Asset Lifecycle
> **Contracts only.**
> Registry: [asset-registry.md](asset-registry.md)
> Contract version: `asset-lifecycle.v1`
---
## 1. Lifecycle states
| State | Meaning |
| --- | --- |
| `draft` | Editable; not generally installable |
| `review` | Submitted for commercial/content review |
| `published` | Generally available per visibility/policies |
| `deprecated` | Discouraged for new installs; existing may continue |
| `archived` | Retained for history; not installable |
| `deleted` | Soft-deleted / tombstoned (hard delete is operational policy) |
| `versioned` | Marker that a new version exists / versioning in progress *(also a versioning event)* |
| `cloned` | Derived from another asset (see lineage) |
| `installed` | Tenant/workspace installation record exists |
| `shared` | Shared within org / partner scope |
| `marketplace_ready` | Eligible for marketplace listing (no marketplace engine implied) |
States may combine with orthogonal flags (e.g. `published` + `marketplace_ready`). Primary `lifecycle_state` on AssetDefinition is the governance state (`draft`…`deleted`); installation/sharing/marketplace readiness MAY also appear as boolean/status fields on marketplace declaration and install records.
---
## 2. Logical transitions (normative intent)
```
draft → review → published → deprecated → archived → deleted
↘ marketplace_ready (flag)
published → cloned → draft (new asset)
published → installed / shared (tenant-scoped records)
any → versioned (new AssetVersion)
```
Invalid transitions are rejected by future engines; this document does not implement them.
---
## 3. AssetInstallRecord (logical)
| Field | Meaning |
| --- | --- |
| `registry_object_id` | Install record id |
| `asset_id` | Asset `registry_object_id` |
| `tenant_id` | |
| `workspace_id` | Optional |
| `version_code` | Installed version |
| `source` | `catalog` \| `clone` \| `share` \| `marketplace` \| `admin` |
| `status` | `installed` \| `removed` |
| `installed_at` | |
---
## 4. Lineage
| Field | Meaning |
| --- | --- |
| `cloned_from_asset_id` | Parent asset |
| `cloned_from_version_code` | |
Cloning creates a **new** asset with its own `registry_object_id` and typically `draft` state.

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# Asset Marketplace Contracts
> **Architecture only.** No Marketplace product implementation.
> Assets: [asset-registry.md](asset-registry.md) · Lifecycle: [asset-lifecycle.md](asset-lifecycle.md)
> Contract version: `asset-marketplace.v1`
---
## 1. Purpose
Describe how **assets** may participate commercially with an independent Marketplace product — without implementing Marketplace.
---
## 2. AssetMarketplaceDeclaration
| Field | Type | Meaning |
| --- | --- | --- |
| `distribution` | enum[] | Multi-select modes — §3 |
| `marketplace_ready` | bool | Eligible to list |
| `pricing_item_code` | string? | Optional Pricing Catalog ref for paid assets |
| `license_terms_ref` | string? | Opaque terms |
| `visibility` | enum | `public` \| `private` \| `organization` \| `enterprise` \| `unlisted` |
| `publisher_tenant_id` | uuid? | When tenant-published (future) |
| `ext` | object | |
---
## 3. Distribution modes
| Mode | Meaning |
| --- | --- |
| `installed` | May be installed into tenant/workspace |
| `shared` | May be shared within allowed scope |
| `cloned` | May be cloned into a new draft asset |
| `purchased` | May be acquired via commercial purchase (future) |
| `free` | No charge |
| `enterprise_only` | Enterprise channel only |
| `private` | Not publicly listed |
| `organization_only` | Org-scoped |
| `marketplace_ready` | Listing-eligible flag/mode |
---
## 4. Ownership
| Concern | Owner |
| --- | --- |
| Asset Registry vocabulary | Core commercial |
| Asset payload / templates content | Publisher product or owning service |
| Marketplace listing & commerce | Marketplace product (when implemented) |
| Payment capture for purchases | Payment (when activated) |
**No Marketplace implementation** is authorized by this document.
---
## 5. Invariants
1. `marketplace_ready` ≠ listed or sold.
2. Free/purchased modes do not embed amounts — Pricing Catalog refs only.
3. Experience may render installed assets; it does not own marketplace commerce.

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# Universal Asset Registry
> **Architecture / contracts only.** Assets are reusable commercial resources — **not** products, bundles, or capabilities.
> ADR: [ADR-023](../architecture/adr/ADR-023.md) (v1.2 amendment)
> Contract version: `asset-registry.v1`
> Lifecycle: [asset-lifecycle.md](asset-lifecycle.md) · Marketplace stance: [asset-marketplace-contracts.md](asset-marketplace-contracts.md)
---
## 1. Purpose
The **Asset Registry** catalogs reusable commercial resources (templates, themes, libraries, packs) that products, bundles, and tenants may reference, install, or share.
Assets do **not** replace PlatformProducts, Business Bundles, Capabilities, Extensions, or Automation Packs.
---
## 2. Separation
| Concept | Asset? |
| --- | --- |
| PlatformProduct | No |
| Business Bundle | No |
| Capability | No |
| Extension | No (extensions may *reference* assets) |
| Automation Pack | No (packs may *reference* automation templates as assets) |
| Theme / Template / Media pack | **Yes** |
---
## 3. Aggregates
### 3.1 AssetDefinition
| Field | Type | Meaning |
| --- | --- | --- |
| `registry_object_id` | uuid | Universal stable ID — [universal-reference-contracts.md](universal-reference-contracts.md) |
| `asset_code` | string | Human-stable open code |
| `asset_type_code` | string | Open type registry — **unlimited** |
| `display_name` | string | |
| `description` | string? | |
| `publisher_product_code` | string? | Optional publishing PlatformProduct |
| `owner_service_identifier` | string? | Runtime owner when materialized |
| `lifecycle_state` | enum | See [asset-lifecycle.md](asset-lifecycle.md) |
| `version_code` | string | Current version |
| `metadata_ref` | uuid? | Metadata Registry bag |
| `policy_refs[]` | uuid[] | Policy Engine refs |
| `dependency_edge_ids[]` | string[] | Optional graph edges |
| `marketplace` | AssetMarketplaceDeclaration | See marketplace contracts |
| `payload_ref` | string? | Opaque content locator — **not** embedded here |
| `documentation_ref` | string? | |
| `ext` | object | Additive |
### 3.2 AssetType (open registry)
| Field | Type | Meaning |
| --- | --- | --- |
| `asset_type_code` | string | Open key |
| `display_name` | string | |
| `category` | string | Open (e.g. `template`, `theme`, `library`, `palette`, `media`) |
| `status` | enum | `active` \| `reserved` \| `deprecated` |
| `ext` | object | |
Architecture MUST NOT hardcode a closed asset-type list.
---
## 4. Illustrative asset type matrix (examples — not closed)
| asset_type_code | Display | Category |
| --- | --- | --- |
| `website_template` | Website Templates | template |
| `landing_template` | Landing Templates | template |
| `restaurant_theme` | Restaurant Themes | theme |
| `clinic_theme` | Clinic Themes | theme |
| `beauty_theme` | Beauty Themes | theme |
| `business_card_template` | Business Card Templates | template |
| `qr_template` | QR Templates | template |
| `report_template` | Report Templates | template |
| `dashboard_template` | Dashboard Templates | template |
| `email_template` | Email Templates | template |
| `sms_template` | SMS Templates | template |
| `workflow_template` | Workflow Templates | template |
| `automation_template` | Automation Templates | template |
| `invoice_template` | Invoice Templates | template |
| `print_template` | Print Templates | template |
| `menu_template` | Menu Templates | template |
| `course_template` | Course Templates | template |
| `survey_template` | Survey Templates | template |
| `form_template` | Form Templates | template |
| `prompt_template` | Prompt Templates | template |
| `ai_template` | AI Templates | template |
| `component_library` | Component Libraries | library |
| `widget_library` | Widget Libraries | library |
| `theme_pack` | Theme Packs | theme |
| `color_palette` | Color Palettes | palette |
| `font_pack` | Font Packs | library |
| `icon_pack` | Icon Packs | library |
| `media_pack` | Media Packs | media |
Unlimited future `asset_type_code` values MAY be registered without architecture changes.
---
## 5. Invariants
1. Assets never embed pricing amounts — use Pricing Catalog / policies by ref.
2. Assets never own subscription or license truth.
3. Asset payload content is opaque (`payload_ref`); commercial contracts stay lightweight.
4. Published Resources (ADR-022) may *use* assets; Experience does not own the Asset Registry.
5. No Marketplace implementation is authorized by registering marketplace-ready assets.

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# Automation Catalog
> **Architecture only.** Automation is **NOT** a PlatformProduct.
> Contract version: `automation-catalog.v1`
> ADR: [ADR-023](../architecture/adr/ADR-023.md) (v1.1)
---
## 1. Purpose
The **Automation Catalog** defines reusable automation **types** and **packs** that products and bundles may reference.
Automation remains a cross-cutting catalog — independent of any single commercial product identity.
---
## 2. AutomationType (open registry)
| Field | Type | Meaning |
| --- | --- | --- |
| `automation_type_code` | string | Open key |
| `display_name` | string | |
| `channel_family` | string? | e.g. `messaging`, `schedule`, `event`, `ai` |
| `status` | enum | `active` \| `reserved` \| `deprecated` |
| `owning_runtime_hint` | string? | Typical executor service |
| `ext` | object | |
### Illustrative automation type matrix
| automation_type_code | Display | Family | Status |
| --- | --- | --- | --- |
| `workflow` | Workflow | event | reserved |
| `webhook` | Webhook | event | reserved |
| `event_trigger` | Event Trigger | event | reserved |
| `cron` | Cron | schedule | reserved |
| `scheduler` | Scheduler | schedule | reserved |
| `sms` | SMS | messaging | active |
| `email` | Email | messaging | active |
| `push` | Push | messaging | reserved |
| `rubika` | Rubika | messaging | reserved |
| `whatsapp` | WhatsApp | messaging | reserved |
| `telegram` | Telegram | messaging | reserved |
| `ai_agent` | AI Agent | ai | reserved |
| `api_trigger` | API Trigger | event | reserved |
| `internal_event` | Internal Event | event | active |
| `external_event` | External Event | event | reserved |
Unlimited future types MAY be added as registry entries only.
---
## 3. AutomationPack
Logical packaging of one or more automation types for commercial reference:
| Field | Type | Meaning |
| --- | --- | --- |
| `automation_pack_code` | string | |
| `display_name` | string | |
| `automation_type_codes[]` | string[] | |
| `required_capability_codes[]` | string[] | e.g. `sms`, `email` |
| `required_product_codes[]` | string[] | Optional product deps |
| `status` | enum | `draft` \| `active` \| `retired` |
| `documentation_ref` | string? | |
| `ext` | object | |
Business Bundles and PlatformProducts reference packs by `automation_pack_code` only — never embed workflow graphs here.
---
## 4. Separation rules
1. Do **not** register Automation as `product.automation` in the Product Registry.
2. Communication / future Automation service engines own runtime execution.
3. Commercial foundation owns **catalog contracts** only.
4. Recommendation / activation may *reference* packs; they do not execute them.

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# Business Bundle Contracts
> **Documentation contract only.** No schema, API, or engine.
> Architecture: [commercial-platform-architecture.md](../architecture/commercial-platform-architecture.md) · [ADR-023](../architecture/adr/ADR-023.md)
> Contract version: `business-bundle.v1.1` (additive over `v1`)
---
## 1. Purpose
A **Business Bundle** is the platform commercial packaging unit. Bundles remain **lightweight**: they **reference** products, capabilities, automation packs, extensions, pricing, and (via subscription/license plans) commercial grants — they **never embed implementations**.
Legacy `services[]` / `modules[]` / `features[]` refs remain valid for compatibility with `commercial.v1` catalogs.
---
## 2. Aggregates
### 2.1 BusinessBundleDefinition
| Field | Type | Meaning |
| --- | --- | --- |
| `bundle_code` | string | Stable unique code (e.g. `bundle.restaurant.starter`) |
| `display_name` | string | Human label |
| `description` | string | Short commercial description |
| `owner` | string | Always `core-platform` for platform bundles |
| `status` | enum | `draft` \| `active` \| `deprecated` \| `retired` |
| `default_version` | string | Current `version_code` pointer |
| `metadata` | object | See BusinessBundleMetadata |
| `created_at` / `updated_at` | datetime | Audit (logical) |
### 2.2 BusinessBundleVersion
| Field | Type | Meaning |
| --- | --- | --- |
| `bundle_code` | string | Parent definition |
| `version_code` | string | Semver-like commercial version (e.g. `2026.07.1`) |
| `changelog` | string | Human notes |
| `product_refs[]` | BusinessBundleProductRef | **v1.1** PlatformProduct refs |
| `capability_refs[]` | BusinessBundleCapabilityRef | **v1.1** Capability Registry refs |
| `automation_pack_refs[]` | BusinessBundleAutomationPackRef | **v1.1** Automation Catalog refs |
| `extension_refs[]` | BusinessBundleExtensionRef | **v1.1** Extension Registry refs |
| `services[]` | BusinessBundleService | Legacy / complementary service refs |
| `modules[]` | BusinessBundleModule | Legacy module refs |
| `features[]` | BusinessBundleFeature | Legacy feature refs |
| `pricing_refs[]` | BusinessBundlePricingReference | Links to Pricing Catalog |
| `subscription_plan_refs[]` | string[] | **v1.1** Optional `plan_code`s |
| `license_policy_ref` | string? | **v1.1** Opaque license policy ref |
| `visibility` | BusinessBundleVisibility | Who may see/select |
| `lifecycle` | BusinessBundleLifecycle | Commercial lifecycle flags |
| `recommendation_rule_ids[]` | string[] | Optional rule links |
| `dependency_edge_ids[]` | string[] | Optional graph edge ids |
| `effective_from` / `effective_to` | datetime? | Window |
### 2.2a BusinessBundleProductRef (v1.1)
| Field | Type | Meaning |
| --- | --- | --- |
| `product_code` | string | PlatformProductRegistry entry |
| `required` | bool | |
| `min_version_code` | string? | |
### 2.2b BusinessBundleCapabilityRef (v1.1)
| Field | Type | Meaning |
| --- | --- | --- |
| `capability_code` | string | Capability Registry |
| `required` | bool | |
### 2.2c BusinessBundleAutomationPackRef (v1.1)
| Field | Type | Meaning |
| --- | --- | --- |
| `automation_pack_code` | string | Automation Catalog |
| `required` | bool | |
### 2.2d BusinessBundleExtensionRef (v1.1)
| Field | Type | Meaning |
| --- | --- | --- |
| `extension_code` | string | Extension Registry |
| `required` | bool | |
### 2.3 BusinessBundleService
| Field | Type | Meaning |
| --- | --- | --- |
| `service_identifier` | string | From service-manifest (e.g. `hospitality`, `payment`) |
| `required` | bool | Must be entitled for bundle activation |
| `service_bundle_refs[]` | string[] | Optional opaque L2 pack codes in owning service |
| `capability_prefix` | string? | Discovery hint only (prefer `capability_refs`) |
### 2.4 BusinessBundleModule
| Field | Type | Meaning |
| --- | --- | --- |
| `module_key` | string | Platform module key (e.g. `hospitality.menu`) |
| `service_identifier` | string | Owning service |
| `required` | bool | |
### 2.5 BusinessBundleFeature
| Field | Type | Meaning |
| --- | --- | --- |
| `feature_key` | string | Core L1 / service feature key (e.g. `payment.module.enabled`) |
| `service_identifier` | string | Owning service or `core-platform` |
| `required` | bool | |
### 2.6 BusinessBundlePricingReference
| Field | Type | Meaning |
| --- | --- | --- |
| `pricing_item_code` | string | FK-like ref to Pricing Catalog — **no amounts here** |
| `role` | enum | `primary` \| `addon` \| `enterprise_quote` \| `trial` |
| `billing_period_hint` | enum? | Informational only; catalog owns periods |
### 2.7 BusinessBundleRecommendationRule
Logical link only — full shape in [recommendation-contracts.md](recommendation-contracts.md).
| Field | Type | Meaning |
| --- | --- | --- |
| `rule_id` | string | |
| `bundle_code` | string | Target recommendation |
| `priority` | int | Higher wins among ties |
| `active` | bool | |
### 2.8 BusinessBundleVisibility
| Field | Type | Meaning |
| --- | --- | --- |
| `public_catalog` | bool | Visible on public onboarding |
| `admin_only` | bool | Platform admin catalog only |
| `tenant_tiers[]` | string[] | Optional tier gates |
| `business_type_codes[]` | string[] | Soft filter (recommendations still authoritative) |
| `regions[]` | string[] | Future regional visibility |
| `hidden` | bool | Completely hidden |
### 2.9 BusinessBundleLifecycle
| Field | Type | Meaning |
| --- | --- | --- |
| `sellable` | bool | New subscriptions allowed |
| `renewable` | bool | Existing may renew |
| `grandfathered` | bool | Existing keep access after deprecate |
| `replacement_bundle_code` | string? | Migration target |
### 2.10 BusinessBundleMetadata
| Field | Type | Meaning |
| --- | --- | --- |
| `tags[]` | string[] | Search tags |
| `locale_labels` | map | i18n labels |
| `icon_key` | string? | Design token / asset key |
| `sort_order` | int | Catalog order |
| `ext` | object | Additive reserved bag |
---
## 3. Invariants
1. A version MUST NOT store currency amounts, taxes, coupons, or discounts.
2. A version MUST NOT embed product/automation/extension implementations — **refs only**.
3. Prefer `product_refs` + `capability_refs` for new catalog entries; keep legacy service/module/feature refs for compatibility.
4. Deprecating a definition MUST NOT delete historical subscription refs (future storage).
5. Frontend MUST NOT invent bundle codes outside the canonical catalog.
6. Subscriptions and licenses are bound via plan/policy refs — bundles do not own subscription engines.
---
## 4. Relationship to Payment / Experience L2 packs
| Layer | Example | Owner |
| --- | --- | --- |
| Business Bundle | `bundle.restaurant.starter` | Core commercial |
| PlatformProduct | `product.pay` | Product Registry |
| Capability | `payments` | Capability Registry |
| Payment L2 | `payment.byo_psp.basic` | Payment |
| Experience L2 | (service pack codes) | Experience |
Business Bundle → product/capability/extension/automation refs → owning registries/services validate locally.

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# Canonical machine-readable Business Bundle catalog.
# Source of truth with docs/reference/business-bundles.md
# Frontend MUST be generated from this file in a future phase — do not treat React as authoritative.
schema_version: 1
contract_version: business-bundle.v1
updated: "2026-07-28"
owner: core-platform
bundles:
- bundle_code: bundle.restaurant.starter
display_name: Restaurant Starter
status: active
version_code: "2026.07.1"
business_types: [restaurant]
services:
- { service_identifier: hospitality, required: true }
- { service_identifier: payment, required: true }
- { service_identifier: experience, required: true }
- { service_identifier: delivery, required: false }
- { service_identifier: loyalty, required: false }
- { service_identifier: communication, required: false }
- { service_identifier: accounting, required: false }
pricing_refs:
- { pricing_item_code: price.restaurant.starter.monthly, role: primary }
- { pricing_item_code: price.restaurant.starter.yearly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.restaurant.growth
display_name: Restaurant Growth
status: active
version_code: "2026.07.1"
business_types: [restaurant]
services:
- { service_identifier: hospitality, required: true }
- { service_identifier: payment, required: true }
- { service_identifier: experience, required: true }
- { service_identifier: delivery, required: true }
- { service_identifier: loyalty, required: true }
- { service_identifier: communication, required: true }
- { service_identifier: accounting, required: false }
- { service_identifier: crm, required: false }
pricing_refs:
- { pricing_item_code: price.restaurant.growth.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.cafe.starter
display_name: Cafe Starter
status: active
version_code: "2026.07.1"
business_types: [cafe]
services:
- { service_identifier: hospitality, required: true }
- { service_identifier: payment, required: true }
- { service_identifier: experience, required: true }
- { service_identifier: loyalty, required: false }
- { service_identifier: communication, required: false }
pricing_refs:
- { pricing_item_code: price.cafe.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.clinic.starter
display_name: Clinic Starter
status: active
version_code: "2026.07.1"
business_types: [clinic]
services:
- { service_identifier: experience, required: true }
- { service_identifier: communication, required: true }
- { service_identifier: accounting, required: true }
- { service_identifier: payment, required: false }
- { service_identifier: crm, required: false }
pricing_refs:
- { pricing_item_code: price.clinic.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.beauty.starter
display_name: Beauty Salon Starter
status: active
version_code: "2026.07.1"
business_types: [beauty_salon]
services:
- { service_identifier: experience, required: true }
- { service_identifier: crm, required: true }
- { service_identifier: payment, required: true }
- { service_identifier: communication, required: true }
- { service_identifier: loyalty, required: false }
pricing_refs:
- { pricing_item_code: price.beauty.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.sports.starter
display_name: Sports Center Starter
status: active
version_code: "2026.07.1"
business_types: [sports_center]
services:
- { service_identifier: sports-center, required: true }
- { service_identifier: payment, required: true }
- { service_identifier: loyalty, required: true }
- { service_identifier: communication, required: false }
- { service_identifier: accounting, required: false }
pricing_refs:
- { pricing_item_code: price.sports.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.retail.starter
display_name: Retail Starter
status: active
version_code: "2026.07.1"
business_types: [retail_shop]
services:
- { service_identifier: experience, required: true }
- { service_identifier: payment, required: true }
- { service_identifier: delivery, required: false }
- { service_identifier: loyalty, required: false }
- { service_identifier: accounting, required: false }
pricing_refs:
- { pricing_item_code: price.retail.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.marketplace.seller
display_name: Marketplace Seller
status: draft
version_code: "2026.07.1"
business_types: [marketplace_seller]
services:
- { service_identifier: payment, required: true }
- { service_identifier: accounting, required: true }
- { service_identifier: communication, required: true }
- { service_identifier: marketplace, required: false }
pricing_refs:
- { pricing_item_code: price.marketplace.seller.monthly, role: primary }
visibility: { public_catalog: false, admin_only: true, hidden: false }
lifecycle: { sellable: false, renewable: false, grandfathered: false }
notes: Marketplace product not implemented in commercial-foundation wave.
- bundle_code: bundle.education.starter
display_name: Education Starter
status: active
version_code: "2026.07.1"
business_types: [educational_center]
services:
- { service_identifier: experience, required: true }
- { service_identifier: crm, required: true }
- { service_identifier: communication, required: true }
- { service_identifier: payment, required: false }
- { service_identifier: accounting, required: false }
pricing_refs:
- { pricing_item_code: price.education.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.corporate.crm
display_name: Corporate CRM
status: active
version_code: "2026.07.1"
business_types: [corporate_company]
services:
- { service_identifier: crm, required: true }
- { service_identifier: accounting, required: true }
- { service_identifier: communication, required: true }
- { service_identifier: identity-access, required: false }
- { service_identifier: experience, required: false }
pricing_refs:
- { pricing_item_code: price.corporate.crm.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.professional.starter
display_name: Professional Services
status: active
version_code: "2026.07.1"
business_types: [professional_services]
services:
- { service_identifier: crm, required: true }
- { service_identifier: accounting, required: true }
- { service_identifier: experience, required: true }
- { service_identifier: communication, required: false }
- { service_identifier: payment, required: false }
pricing_refs:
- { pricing_item_code: price.professional.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.freelancer.starter
display_name: Freelancer
status: active
version_code: "2026.07.1"
business_types: [freelancer]
services:
- { service_identifier: experience, required: true }
- { service_identifier: payment, required: true }
- { service_identifier: accounting, required: false }
- { service_identifier: communication, required: false }
pricing_refs:
- { pricing_item_code: price.freelancer.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.manufacturer.starter
display_name: Manufacturer
status: active
version_code: "2026.07.1"
business_types: [manufacturer]
services:
- { service_identifier: crm, required: true }
- { service_identifier: accounting, required: true }
- { service_identifier: communication, required: false }
pricing_refs:
- { pricing_item_code: price.manufacturer.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.wholesale.starter
display_name: Wholesale
status: active
version_code: "2026.07.1"
business_types: [wholesale]
services:
- { service_identifier: crm, required: true }
- { service_identifier: accounting, required: true }
- { service_identifier: payment, required: true }
- { service_identifier: delivery, required: false }
pricing_refs:
- { pricing_item_code: price.wholesale.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.real_estate.starter
display_name: Real Estate
status: active
version_code: "2026.07.1"
business_types: [real_estate]
services:
- { service_identifier: experience, required: true }
- { service_identifier: crm, required: true }
- { service_identifier: communication, required: true }
- { service_identifier: payment, required: false }
pricing_refs:
- { pricing_item_code: price.real_estate.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.government.starter
display_name: Government
status: active
version_code: "2026.07.1"
business_types: [government]
services:
- { service_identifier: experience, required: true }
- { service_identifier: communication, required: true }
- { service_identifier: accounting, required: true }
pricing_refs:
- { pricing_item_code: price.enterprise.custom, role: enterprise_quote }
visibility: { public_catalog: false, admin_only: true, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.ngo.starter
display_name: NGO
status: active
version_code: "2026.07.1"
business_types: [ngo]
services:
- { service_identifier: experience, required: true }
- { service_identifier: crm, required: true }
- { service_identifier: communication, required: true }
- { service_identifier: accounting, required: false }
pricing_refs:
- { pricing_item_code: price.ngo.starter.monthly, role: primary }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: true, grandfathered: false }
- bundle_code: bundle.platform.trial
display_name: Platform Trial
status: active
version_code: "2026.07.1"
business_types: [custom]
services:
- { service_identifier: experience, required: true }
- { service_identifier: payment, required: false }
- { service_identifier: communication, required: false }
pricing_refs:
- { pricing_item_code: price.platform.trial.14d, role: trial }
visibility: { public_catalog: true, admin_only: false, hidden: false }
lifecycle: { sellable: true, renewable: false, grandfathered: false }

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# Business Bundles — Canonical Catalog
> **Source of truth** for commercial business bundles.
> Machine-readable twin: [business-bundles.catalog.yaml](business-bundles.catalog.yaml)
> Contracts: [business-bundle-contracts.md](business-bundle-contracts.md)
> ADR: [ADR-023](../architecture/adr/ADR-023.md)
**Frontend rule:** `frontend/lib/business-bundles.ts` is a **temporary mirror / generated artifact candidate**. Do not treat React as authoritative. Future codegen MUST emit FE artifacts from this catalog.
Pricing amounts are **illustrative hints** via Pricing Catalog refs only — see [pricing-catalog.md](pricing-catalog.md).
---
## 1. Bundle matrix
| Bundle code | Display name | Primary business types | Required services | Optional services | Pricing refs (primary) | Status |
| --- | --- | --- | --- | --- | --- | --- |
| `bundle.restaurant.starter` | Restaurant Starter | restaurant | hospitality, payment, experience | delivery, loyalty, communication, accounting | `price.restaurant.starter.monthly`, `price.restaurant.starter.yearly` | active |
| `bundle.restaurant.growth` | Restaurant Growth | restaurant | hospitality, payment, experience, delivery, loyalty, communication | accounting, crm | `price.restaurant.growth.monthly` | active |
| `bundle.cafe.starter` | Cafe Starter | cafe | hospitality, payment, experience | loyalty, communication | `price.cafe.starter.monthly` | active |
| `bundle.clinic.starter` | Clinic Starter | clinic | experience, communication, accounting | payment, crm | `price.clinic.starter.monthly` | active |
| `bundle.beauty.starter` | Beauty Salon Starter | beauty_salon | experience, crm, payment, communication | loyalty | `price.beauty.starter.monthly` | active |
| `bundle.sports.starter` | Sports Center Starter | sports_center | sports-center, payment, loyalty | communication, accounting | `price.sports.starter.monthly` | active |
| `bundle.retail.starter` | Retail Starter | retail_shop | experience, payment | delivery, loyalty, accounting | `price.retail.starter.monthly` | active |
| `bundle.marketplace.seller` | Marketplace Seller | marketplace_seller | payment, accounting, communication | marketplace *(future product)* | `price.marketplace.seller.monthly` | draft |
| `bundle.education.starter` | Education Starter | educational_center | experience, crm, communication | payment, accounting | `price.education.starter.monthly` | active |
| `bundle.corporate.crm` | Corporate CRM | corporate_company | crm, accounting, communication | identity-access, experience | `price.corporate.crm.monthly` | active |
| `bundle.professional.starter` | Professional Services | professional_services | crm, accounting, experience | communication, payment | `price.professional.starter.monthly` | active |
| `bundle.freelancer.starter` | Freelancer | freelancer | experience, payment | accounting, communication | `price.freelancer.starter.monthly` | active |
| `bundle.manufacturer.starter` | Manufacturer | manufacturer | crm, accounting | communication | `price.manufacturer.starter.monthly` | active |
| `bundle.wholesale.starter` | Wholesale | wholesale | crm, accounting, payment | delivery | `price.wholesale.starter.monthly` | active |
| `bundle.real_estate.starter` | Real Estate | real_estate | experience, crm, communication | payment | `price.real_estate.starter.monthly` | active |
| `bundle.government.starter` | Government | government | experience, communication, accounting | — | `price.enterprise.custom` | active |
| `bundle.ngo.starter` | NGO | ngo | experience, crm, communication | accounting | `price.ngo.starter.monthly` | active |
| `bundle.platform.trial` | Platform Trial | custom | experience | payment, communication | `price.platform.trial.14d` | active |
---
## 2. Feature keys commonly referenced (L1 examples)
| Feature key | Typical bundles |
| --- | --- |
| `payment.module.enabled` | Most sellable bundles |
| `crm.module.enabled` | corporate, beauty, professional, education |
| `loyalty.module.enabled` | restaurant growth, sports, retail |
| `communication.module.enabled` | clinic, beauty, corporate |
| `experience.module.enabled` | Most public-surface bundles |
| `hospitality.module.enabled` | restaurant, cafe |
| `delivery.module.enabled` | restaurant growth, retail, wholesale |
| `sports.module.enabled` | sports |
| `accounting.module.enabled` | clinic, corporate, manufacturer |
Exact key strings may already exist per service; commercial grants **request** enablement — services validate locally.
---
## 3. Business type → bundle map
See [business-type-catalog.md](business-type-catalog.md) for the full type matrix. Summary:
| Business type | Default recommended bundle |
| --- | --- |
| restaurant | `bundle.restaurant.starter` |
| cafe | `bundle.cafe.starter` |
| clinic | `bundle.clinic.starter` |
| beauty_salon | `bundle.beauty.starter` |
| sports_center | `bundle.sports.starter` |
| retail_shop | `bundle.retail.starter` |
| marketplace_seller | `bundle.marketplace.seller` (draft) |
| educational_center | `bundle.education.starter` |
| corporate_company | `bundle.corporate.crm` |
| professional_services | `bundle.professional.starter` |
| freelancer | `bundle.freelancer.starter` |
| manufacturer | `bundle.manufacturer.starter` |
| wholesale | `bundle.wholesale.starter` |
| real_estate | `bundle.real_estate.starter` |
| government | `bundle.government.starter` |
| ngo | `bundle.ngo.starter` |
| custom | none |
---
## 4. Generation note
```
docs/reference/business-bundles.catalog.yaml
│ (codegen — future registered phase)
▼
frontend/lib/generated/business-bundles.generated.ts
```
Until codegen lands, any hand-edited FE mirror MUST carry a generated-artifact banner and stay aligned with this document.

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# Business Type Catalog
> **Catalog + recommendation hints only.** Selecting a type never activates services.
> ADR: [ADR-023](../architecture/adr/ADR-023.md)
> Contract version: `business-type.v1`
---
## 1. BusinessTypeDefinition
| Field | Type | Meaning |
| --- | --- | --- |
| `business_type_code` | string | Stable code |
| `display_name` | string | |
| `display_name_fa` | string | Persian label |
| `description` | string | |
| `recommended_bundle_codes[]` | string[] | Soft recommendations |
| `recommended_service_identifiers[]` | string[] | |
| `recommended_module_keys[]` | string[] | |
| `recommended_feature_keys[]` | string[] | |
| `sort_order` | int | |
| `active` | bool | |
---
## 2. Catalog (canonical)
| Code | Name (EN) | Name (FA) | Recommended bundles | Recommended services (identifiers) |
| --- | --- | --- | --- | --- |
| `restaurant` | Restaurant | رستوران | `bundle.restaurant.starter`, `bundle.restaurant.growth` | hospitality, delivery, payment, loyalty, communication, experience, accounting |
| `cafe` | Cafe | کافه | `bundle.cafe.starter` | hospitality, payment, loyalty, communication, experience |
| `clinic` | Clinic | کلینیک / مطب | `bundle.clinic.starter` | experience, communication, accounting, payment, crm |
| `beauty_salon` | Beauty Salon | سالن زیبایی | `bundle.beauty.starter` | experience, crm, payment, communication, loyalty |
| `sports_center` | Sports Center | مرکز ورزشی | `bundle.sports.starter` | sports-center, payment, loyalty, communication, accounting |
| `retail_shop` | Retail Shop | فروشگاه | `bundle.retail.starter` | experience, payment, delivery, loyalty, accounting |
| `marketplace_seller` | Marketplace Seller | فروشنده مارکت‌پلیس | `bundle.marketplace.seller` | marketplace, payment, accounting, communication *(marketplace product future)* |
| `educational_center` | Educational Center | مرکز آموزشی | `bundle.education.starter` | experience, crm, communication, payment, accounting |
| `corporate_company` | Corporate Company | شرکت سازمانی | `bundle.corporate.crm` | crm, accounting, communication, identity-access |
| `professional_services` | Professional Services | خدمات حرفه‌ای | `bundle.professional.starter` | crm, accounting, experience, communication |
| `freelancer` | Freelancer | فریلنسر | `bundle.freelancer.starter` | experience, payment, accounting, communication |
| `manufacturer` | Manufacturer | تولیدکننده | `bundle.manufacturer.starter` | crm, accounting, communication |
| `wholesale` | Wholesale | عمده‌فروشی | `bundle.wholesale.starter` | crm, accounting, delivery, payment |
| `real_estate` | Real Estate | املاک | `bundle.real_estate.starter` | experience, crm, communication, payment |
| `government` | Government | دولتی | `bundle.government.starter` | experience, communication, accounting |
| `ngo` | NGO | سازمان مردم‌نهاد | `bundle.ngo.starter` | experience, crm, communication, accounting |
| `custom` | Custom | سفارشی | *(none by default)* | *(rule engine / admin)* |
### Module / feature recommendation notes
| Type | Example modules / features (non-activating) |
| --- | --- |
| restaurant | hospitality menu/order shells; delivery dispatch; payment L1; loyalty engage |
| clinic | experience site/forms; communication reminders; accounting books |
| sports_center | sports membership shells; payment; loyalty |
| retail_shop | experience storefront shells; payment; delivery |
| corporate_company | crm pipeline; accounting; communication |
| marketplace_seller | reserved marketplace seller pack — **product not implemented in this wave** |
---
## 3. Invariants
1. Catalog entries **recommend only**.
2. `custom` never auto-selects a bundle.
3. Codes are stable; display names may localize.

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# Capability Registry
> **Contracts only.** Capabilities are independent, reusable objects.
> ADR: [ADR-023](../architecture/adr/ADR-023.md) (v1.1)
> Contract version: `capability-registry.v1`
---
## 1. Purpose
A **Capability** is a reusable commercial/technical ability that products **consume** or **provide**, and that Business Bundles **reference**.
Capabilities MUST be defined once in this registry. Products and bundles must not duplicate capability definitions.
---
## 2. CapabilityDefinition
| Field | Type | Meaning |
| --- | --- | --- |
| `capability_code` | string | Stable open key (e.g. `payments`, `appointments`) |
| `display_name` | string | |
| `description` | string | |
| `category` | string | Open (e.g. `commerce`, `ops`, `engage`, `content`, `infra`, `ai`) |
| `owner_hint` | string? | Typical owning service — **not** exclusive ownership lock |
| `status` | enum | `active` \| `reserved` \| `deprecated` |
| `related_feature_keys[]` | string[] | Optional L1/L3 feature key hints |
| `related_module_keys[]` | string[] | Optional |
| `ext` | object | Additive |
---
## 3. Illustrative capability matrix (examples — open registry)
| capability_code | Display | Category | Status |
| --- | --- | --- | --- |
| `payments` | Payments | commerce | active |
| `appointments` | Appointments | ops | reserved |
| `delivery` | Delivery / fleet | ops | active |
| `crm` | CRM | engage | active |
| `analytics` | Analytics | content | active |
| `forms` | Forms | content | active |
| `surveys` | Surveys | content | active |
| `wallet` | Wallet | commerce | reserved |
| `loyalty` | Loyalty | engage | active |
| `tickets` | Ticketing | ops | reserved |
| `courses` | Courses / learning | content | reserved |
| `storage` | File storage | infra | reserved |
| `notifications` | Notifications | engage | reserved |
| `sms` | SMS | engage | active |
| `email` | Email | engage | active |
| `voice` | Voice | engage | reserved |
| `maps` | Maps | infra | reserved |
| `qr` | QR | channel | reserved |
| `short-links` | Short links | channel | reserved |
| `printing` | Printing | ops | reserved |
| `ai` | AI | ai | reserved |
**Unlimited** additional capability codes MAY be registered without architecture changes.
---
## 4. Consumption rules
| Consumer | How it references capabilities |
| --- | --- |
| PlatformProduct | `PlatformProductCapability` → `capability_code` |
| BusinessBundle | `capability_refs[]` on bundle version |
| License / Entitlement | May gate via feature keys linked to capabilities |
| Recommendation | May emit capability codes in results |
| Extension | May require capabilities to load |
---
## 5. Invariants
1. One `capability_code` → one definition.
2. Products must not redefine capability semantics locally.
3. Bundles reference capabilities; they do not embed capability implementations.
4. Reserved capabilities document intent only — no engine authorization.

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# Commercial Admin Portal — Screen Specification
> **Specification only.** No React routes, components, or APIs in this wave.
> ADR: [ADR-023](../architecture/adr/ADR-023.md)
---
## 1. Scope
Platform-admin commercial governance screens. Customer onboarding UX is out of scope for this spec (Wave 1 onboarding remains a separate consumer of generated catalogs).
Audience: platform operators / commercial admins.
---
## 2. Screens
### 2.1 Bundle Management
| Element | Spec |
| --- | --- |
| List | All `BusinessBundleDefinition` with status, default version, sellable flag |
| Detail | Versions, services/modules/features refs, pricing refs, visibility, lifecycle |
| Actions | Create draft, publish version, deprecate, set replacement, toggle visibility |
| Forbidden | Editing list prices inline (link to Pricing Management) |
### 2.2 Pricing Management
| Element | Spec |
| --- | --- |
| List | PricingCatalogItem by model/status/currency |
| Detail | Model, amount (or enterprise quote), trial/promo windows, future tax/region fields read-only reserved |
| Actions | Create/retire items; never mutate historical subscription bindings in UI without policy |
### 2.3 Business Types
| Element | Spec |
| --- | --- |
| List | Business type catalog |
| Detail | Recommended bundles/services/modules/features |
| Actions | Edit recommendations; activate/deactivate type |
### 2.4 Recommendations
| Element | Spec |
| --- | --- |
| Rule list | RecommendationRule priority/active |
| Rule editor | Match predicates + emit targets |
| Simulator | Paste RecommendationRequest → show RecommendationResult + rule_trace |
| Forbidden | AI model configuration |
### 2.5 Subscriptions
| Element | Spec |
| --- | --- |
| List | Filter by tenant, status, plan |
| Detail | Items, period, renewal/cancel/grace, linked license |
| Actions | Request cancel per policy; admin suspend (future engine) |
### 2.6 Licenses
| Element | Spec |
| --- | --- |
| List | By tenant / status |
| Detail | Bundle, entitlement grant refs, validity |
| Actions | Request revoke/suspend (emits events; no direct vertical writes) |
### 2.7 Entitlements
| Element | Spec |
| --- | --- |
| Tenant view | Service/module/feature matrix + visibility |
| Quota view | Quota + usage limits |
| Actions | Admin grant/override with audit reason (future engine) |
### 2.8 Activation Logs
| Element | Spec |
| --- | --- |
| List | Pipelines by `correlation_id`, tenant, status |
| Detail | Step timeline with pending/succeeded/failed |
| Actions | Retry failed step (future); export |
---
## 3. Navigation (suggested IA)
```
Commercial
├─ Bundles
├─ Pricing
├─ Business Types
├─ Recommendation Rules
├─ Subscriptions
├─ Licenses
├─ Entitlements
└─ Activation Logs
```
Permission prefix (logical, future): `commercial.admin.*`
---
## 4. Data binding rule
All screens MUST bind to Core commercial APIs/contracts when implemented.
Until then, this document is the UI contract. Frontend MUST NOT invent a parallel catalog.

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# Commercial Foundation — Universal Compatibility Matrix
> Validation only. **No service code modifications.**
> Covers `commercial-foundation` + patches **v1.1** + **v1.2**.
> ADR: [ADR-023](../architecture/adr/ADR-023.md)
> Contract family: `commercial.v1.2`
---
## 1. Platform Products / Bundles / Capabilities / Automation / Extensions
| Construct | Compatible with v1.2? | Notes |
| --- | --- | --- |
| Platform Products | Yes | Metadata, policies, versions, universal IDs additive |
| Business Bundles | Yes | May ref assets/policies; remain lightweight |
| Capabilities | Yes | Metadata/version optional; no duplication |
| Automation Catalog | Yes | Automation templates may be **assets**; packs stay non-products |
| Extensions | Yes | May ref assets; ADR-022 action/embed alignment unchanged |
| Assets (v1.2) | Yes | Not products/bundles/capabilities |
| Metadata (v1.2) | Yes | Unlimited keys; ignore-unknown |
| Policies (v1.2) | Yes | Independent; target open kinds |
---
## 2. Published Resource / Payment / Experience
| Area | Compatible? | Ownership preserved? |
| --- | --- | --- |
| Published Resource Architecture (ADR-022) | Yes — assets/extensions support presentation by ref; `publish_id` distinct from `registry_object_id` | Yes |
| Payment (ADR-020/021) | Yes — L2/L3 unchanged; policies may gate commercial packaging only | Yes |
| Experience | Yes — may render installed assets; does not own Asset/Policy registries | Yes |
| Commercial Foundation v1.1 | Yes — additive patch | Yes |
---
## 3. Services (unchanged ownership)
| Service / area | Compatible? | Ownership preserved? |
| --- | --- | --- |
| Payment | Yes | Yes |
| Accounting | Yes | Yes |
| Identity | Yes | Yes |
| Experience / Pages | Yes | Yes |
| CRM | Yes | Yes |
| Communication | Yes | Yes |
| Delivery / Driver | Yes | Yes |
| Hospitality / Restaurant | Yes | Yes |
| Healthcare / Beauty / Sports / Loyalty | Yes | Yes |
| Marketplace | Yes — independent; asset marketplace readiness only | Yes |
---
## 4. Conflict checks
| Risk | Resolution |
| --- | --- |
| Assets treated as products | Forbidden |
| Closed asset/policy/metadata enums | Forbidden — open registries |
| Service-specific IDs as commercial SoT | Forbidden — universal references |
| Marketplace owns assets | Forbidden — readiness/distribution declarations only |
| Policy engine ships in this wave | Forbidden — contracts only |
| Experience owns Asset Registry | Forbidden |
| Pricing inside assets | Forbidden |
---
## 5. Quality gate summary (v1.2)
| Gate | Result |
| --- | --- |
| Unlimited assets / metadata / policies / versions / references | **Pass** |
| No backend / frontend / APIs / DB / migrations | **Pass** |
| No ownership violations | **Pass** |
| No future product implementation | **Pass** |
| Compatible with v1.1 + Payment + ADR-022 | **Pass** |
| Commercial Foundation ARCHITECTURE COMPLETE | **Pass** (docs layer) |

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# Commercial Dependency Graph
> **Architecture / contracts only.**
> Contract version: `commercial-dependency.v1`
> Used by: Products, Capabilities, Bundles, Automation Packs, Extensions
---
## 1. Purpose
A unified **dependency graph** expresses relationships between commercial entities without embedding implementations.
---
## 2. Node kinds
| `node_kind` | Code space |
| --- | --- |
| `product` | `product_code` |
| `capability` | `capability_code` |
| `bundle` | `bundle_code` |
| `automation_pack` | `automation_pack_code` |
| `extension` | `extension_code` |
| `pricing_item` | `pricing_item_code` |
| `service` | `service_identifier` |
---
## 3. Edge — CommercialDependency
| Field | Type | Meaning |
| --- | --- | --- |
| `from_kind` / `from_code` | | Subject |
| `to_kind` / `to_code` | | Object |
| `relation` | DependencyRelation | See §4 |
| `strength` | enum? | `hard` \| `soft` |
| `reason` | string? | |
| `effective_from` / `effective_to` | datetime? | |
---
## 4. DependencyRelation
| Relation | Meaning |
| --- | --- |
| `requires` | Subject cannot activate without object |
| `optional` | Object may enhance subject |
| `conflicts` | Subject and object must not both be active |
| `recommended` | Soft suggestion (recommendations / UX) |
| `deprecated` | Subject should not be used; see replacement |
| `replacement` | Object replaces subject |
---
## 5. Illustrative dependency matrix (examples)
| From | Relation | To | Notes |
| --- | --- | --- | --- |
| `product.pay` | requires | capability `payments` | |
| `product.driver` | optional | capability `maps` | |
| `product.qr` | recommended | capability `short-links` | Future |
| `product.marketplace` | conflicts | *(none fixed)* | Independent |
| `bundle.restaurant.starter` | requires | `product.pay` | Via product ref |
| `bundle.restaurant.starter` | recommended | automation_pack `pack.order_sms` | Example |
| `product.short_link` | replacement | *(legacy link module if any)* | Future |
| `ext.pay.checkout_widget` | requires | `product.pay` | |
| `product.booking` | requires | capability `appointments` | Reserved |
---
## 6. Graph invariants
1. No cycles on `requires` edges (logical validation rule for future engines).
2. `conflicts` is symmetric when materialized.
3. `replacement` implies subject `deprecated` (recommended pairing).
4. Graph stores **references only** — no workflow or pricing amounts.
5. Unlimited nodes/edges via registry — architecture unchanged.

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# Universal Embed Contract
> **Documentation contract only.** No embed SDK, iframe host, or token issuer implementation.
> Architecture: [published-resource-architecture.md](../architecture/published-resource-architecture.md) · [ADR-022](../architecture/adr/ADR-022.md)
> Contract version: `universal-embed.v1` (additive; open embed-type registry)
---
## 1. Purpose
Published Resources may be **embedded** into external websites or applications. Experience owns **embed metadata** (presentation, theming hooks, allowed origins refs). Business logic for actions inside the embed remains with owning services. All embed contexts identify the surface by **`publish_id`**.
---
## 2. Reserved embed types (open)
| Embed type key | Meaning |
| --- | --- |
| `iframe` | Hosted iframe pointing at public/embed URL |
| `javascript_sdk` | Script loader + mount API |
| `widget` | Prebuilt widget shell |
| `popup` | Popup window |
| `inline` | Inline DOM mount |
| `modal` | Modal overlay |
| `floating_button` | Floating launcher |
| *future.*\* | Unlimited future types |
---
## 3. Embed metadata (conceptual)
```
EmbedDescriptor {
publish_id
tenant_id
embed_types_allowed[]
responsive_sizing { mode, min_height?, aspect_ratio? }
theme_inheritance { inherit_host, token_ref? }
security {
sandbox_flags[]
allowed_origins[]
origin_validation
}
permission_delegation { scopes[], permission_prefix? }
token_passing { mode } # e.g. postMessage, query, header — owned by Identity patterns
analytics_propagation { publish_id, embed_session_ref? }
}
```
---
## 4. Contract requirements
### Responsive sizing
- Descriptors MUST support fluid width and documented height strategies (`auto`, `fixed`, `aspect`).
- Host pages MUST NOT be required to hardcode Experience internal layout ids.
### Security & sandbox
- Iframe embeds SHOULD declare sandbox flags and CSP expectations (edge/frontend responsibility when implemented).
- **Origin validation** is mandatory for SDK/postMessage flows.
- Secrets MUST NOT be embedded in public HTML; use short-lived tokens via Identity/platform patterns.
### Permission delegation
- Embeds may request limited scopes; evaluation remains Identity/Core.
- Experience stores which scopes an embed *advertises*, not the auth decision.
### Token passing
- Modes are reserved: `postMessage`, `signed_query`, `authorization_header`.
- Experience does not become token issuer of record.
### Theming inheritance
- Optional inherit-host tokens; Experience theme packs remain Experience-owned when applied to the resource itself.
### Analytics propagation
- All embed events record **`publish_id`** (and optional `embed_session_ref`).
- Analytics ownership rules unchanged ([ADR-022](../architecture/adr/ADR-022.md)).
---
## 5. Ownership
| Concern | Owner |
| --- | --- |
| Embed metadata / rendering presentation | Experience |
| Business action execution inside embed | Owning service of the action |
| Auth tokens | Identity / Core |
| Paid unlock inside embed | Payment |
| Host page integration UI | Frontend / external developers |
---
## 6. Related
- [Published Action Registry](published-action-registry.md)
- [Public Access Contract](public-access-contract.md)
- [Published Resource Contracts](published-resource-contracts.md)

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# Extension Registry
> **Contracts only.** Products publish extensions; Core commercial owns the registry vocabulary.
> Contract version: `extension-registry.v1`
> Related: [ADR-022](../architecture/adr/ADR-022.md) Published Actions / Embed (compatible, not duplicated)
---
## 1. Purpose
The **Extension Registry** lets every PlatformProduct publish reusable extension points without ownership conflicts.
Experience may *render* some extension kinds; owning products *execute* business logic.
---
## 2. Extension kinds (open registry)
| extension_kind | Meaning |
| --- | --- |
| `widget` | UI widget surface |
| `block` | Page/builder block |
| `action` | Invocable action (aligns with Published Action keys when public) |
| `embed` | Embeddable surface (aligns with embed contract when public) |
| `connector` | External system connector |
| `template` | Starter template |
| `report` | Report definition shell |
| `dashboard` | Dashboard shell |
| `theme` | Theme pack |
| `integration` | Integration pack |
| `validator` | Validation plugin |
| `automation_pack` | Ref to Automation Catalog pack |
| `ai_skill` | AI skill declaration |
Additional kinds MAY be registered without architecture changes.
---
## 3. ExtensionDefinition
| Field | Type | Meaning |
| --- | --- | --- |
| `extension_code` | string | Stable unique code |
| `extension_kind` | string | Open kind |
| `display_name` | string | |
| `publisher_product_code` | string | Publishing PlatformProduct |
| `owner_service_identifier` | string | Runtime owner |
| `required_capability_codes[]` | string[] | |
| `supported_surfaces[]` | string[] | Open (e.g. `admin`, `tenant`, `public`, `embed`) |
| `permission` | string? | |
| `feature_toggle` | string? | |
| `status` | enum | `draft` \| `active` \| `deprecated` |
| `documentation_ref` | string? | |
| `ext` | object | |
---
## 4. Ownership rules (no conflicts)
| Concern | Owner |
| --- | --- |
| Extension registry vocabulary | Core commercial (contracts) |
| Extension business execution | `owner_service_identifier` / publisher product |
| Public action/embed presentation | Experience (ADR-022) when surface is public |
| Commercial enablement | License / entitlement / visibility |
**Forbidden:** Experience owning another product’s connector logic; Marketplace absorbing unrelated extensions; bundles embedding extension implementations.
---
## 5. Illustrative extension matrix (examples)
| extension_code | Kind | Publisher (example) |
| --- | --- | --- |
| `ext.pay.checkout_widget` | widget | product.pay |
| `ext.crm.pipeline_block` | block | product.crm |
| `ext.pages.form_action` | action | product.pages |
| `ext.loyalty.card_embed` | embed | product.loyalty |
| `ext.driver.dispatch_connector` | connector | product.driver |
| `ext.accounting.invoice_template` | template | product.accounting |
| `ext.analytics.sales_report` | report | product.pages / analytics capability |
| `ext.hospitality.floor_dashboard` | dashboard | product.restaurant |
| `ext.experience.theme_pack` | theme | product.pages |
| `ext.comm.sms_validator` | validator | product.communication |
| `ext.pack.onboarding_sms` | automation_pack | *(pack ref, not product)* |
| `ext.ai.support_skill` | ai_skill | product.ai.* |
---
## 6. Invariants
1. Unlimited extensions via registry entries.
2. Extension codes must not collide across publishers (prefix by product recommended).
3. Bundles reference `extension_code`s; they never ship extension payloads.

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# License & Entitlement Contracts
> **Contracts only.** Integrates services by reference — no cross-service ownership.
> ADR: [ADR-023](../architecture/adr/ADR-023.md) · [ADR-021](../architecture/adr/ADR-021.md)
> Contract version: `license-entitlement.v1`
---
## 1. Layering (aligned with Payment L1/L2/L3)
| Layer | Name | Owner | Example |
| --- | --- | --- | --- |
| L1 | Service / module / feature entitlement | Core Platform | `payment.module.enabled` |
| L2 | Service capability pack | Owning service | `payment.byo_psp.basic` |
| L3 | Feature toggle / capability flag | Owning service | `refunds_enabled` |
Commercial License grants **L1** (and may *request* L2 activation via events). Services remain authoritative for L2/L3.
---
## 2. Contracts
### 2.1 ServiceEntitlement
| Field | Type | Meaning |
| --- | --- | --- |
| `tenant_id` | uuid | |
| `service_identifier` | string | Manifest id |
| `enabled` | bool | L1 gate |
| `license_id` | uuid? | Source license |
| `visible_to_tenant` | bool | Tenant Visibility |
| `source` | enum | `subscription` \| `trial` \| `admin_grant` \| `legacy` |
### 2.2 ModuleEntitlement
| Field | Type | Meaning |
| --- | --- | --- |
| `tenant_id` | uuid | |
| `module_key` | string | |
| `service_identifier` | string | |
| `enabled` | bool | |
| `license_id` | uuid? | |
### 2.3 FeatureEntitlement
| Field | Type | Meaning |
| --- | --- | --- |
| `tenant_id` | uuid | |
| `feature_key` | string | |
| `enabled` | bool | |
| `license_id` | uuid? | |
### 2.4 Quota
| Field | Type | Meaning |
| --- | --- | --- |
| `quota_key` | string | e.g. `sms.monthly`, `seats` |
| `tenant_id` | uuid | |
| `limit` | int \| `unlimited` | |
| `period` | enum | `monthly` \| `yearly` \| `lifetime` \| `rolling_30d` |
| `license_id` | uuid? | |
### 2.5 UsageLimit
| Field | Type | Meaning |
| --- | --- | --- |
| `limit_key` | string | |
| `tenant_id` | uuid | |
| `max_value` | int | |
| `enforcement` | enum | `hard` \| `soft` \| `observe` |
### 2.6 CapabilityFlag
| Field | Type | Meaning |
| --- | --- | --- |
| `capability_key` | string | Discovery / UI gate |
| `tenant_id` | uuid | |
| `value` | bool \| string \| number | |
| `owner_service` | string | Who evaluates |
### 2.7 TenantVisibility
| Field | Type | Meaning |
| --- | --- | --- |
| `tenant_id` | uuid | |
| `resource_kind` | enum | `service` \| `module` \| `bundle` \| `admin_nav` \| `capability` |
| `resource_key` | string | |
| `visible` | bool | Hide inactive commercial surfaces |
| `reason` | string? | |
---
## 3. Integration matrix (contracts only)
| Service | How commercial foundation integrates |
| --- | --- |
| **Identity** | AuthN/session; role checks use permissions exposed when L1+visibility allow; Identity does not own licenses |
| **Payment** | L1 `payment.module.enabled` from Core; L2/L3 remain Payment; activation may emit `payment.activation.requested` |
| **Accounting** | Opaque `accounting.contract.requested`; Accounting owns books |
| **Experience** | Workspace/dashboard shells after entitlement; Experience does not own subscription |
| **CRM** | Optional L1 `crm.module.enabled`; CRM owns CRM data |
| **Communication** | Quotas (e.g. SMS) via Quota contracts; Communication owns send engines |
| **Delivery / Hospitality / Healthcare / Sports / Loyalty** | Same pattern: L1 from Core license; service owns domain |
Events that invalidate caches: reuse / extend Core `feature_access.changed` semantics (existing platform pattern).
---
## 4. Invariants
1. No service writes another service’s L2/L3 rows.
2. Hidden / disabled entitlements MUST not expose admin nav, APIs, or capabilities (same isolation rule as ADR-021).
3. Quotas are commercial limits; usage metering engines remain future/service-owned.

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# Metadata Registry
> **Generic metadata model.** Unlimited future keys — no schema changes required for new keys.
> Contract version: `metadata-registry.v1`
> ADR: [ADR-023](../architecture/adr/ADR-023.md) (v1.2)
---
## 1. Purpose
Every commercial registry object MAY carry a **MetadataBag** referenced by `metadata_ref` / attached `metadata`.
Metadata is descriptive and commercial-contextual. It is **not** pricing, **not** entitlement truth, and **not** implementation payload.
---
## 2. Metadata targets (open)
| `target_kind` | Examples |
| --- | --- |
| `product` | PlatformProduct |
| `bundle` | BusinessBundle |
| `capability` | CapabilityDefinition |
| `extension` | ExtensionDefinition |
| `automation_pack` | AutomationPack |
| `asset` | AssetDefinition |
| `theme` | Theme-oriented assets / packs |
| `template` | Template-oriented assets |
| `policy` | PolicyDefinition |
| `pricing_item` | Optional |
| `subscription_plan` | Optional |
| *(future)* | Any new registry kind |
---
## 3. MetadataBag
| Field | Type | Meaning |
| --- | --- | --- |
| `registry_object_id` | uuid | Universal ID of this bag |
| `target_kind` | string | Open |
| `target_id` | uuid | Target's `registry_object_id` |
| `version_code` | string | Metadata bag version |
| `attributes` | map | Open key → value (JSON-compatible) |
| `ext` | object | Additive |
### Reserved / common attribute keys (examples — not exclusive)
| Key | Meaning |
| --- | --- |
| `slug` | URL-safe identifier |
| `tags` | string[] |
| `labels` | localized label map |
| `industry` | |
| `locale` | |
| `country` | |
| `language` | |
| `currency` | |
| `timezone` | |
| `brand` | |
| `owner` | |
| `support_level` | |
| `release_channel` | `stable` \| `beta` \| `preview` \| … |
| `icon` | |
| `color` | |
| `seo` | object |
| `marketing` | object |
| `visibility` | object / string |
| `documentation` | ref/url |
| `beta` | bool |
| `deprecated` | bool |
| `custom_attributes` | object | Escape hatch for unlimited keys |
**Unlimited future keys** MAY appear under `attributes` or `custom_attributes` without architecture or schema contract changes (additive JSON).
---
## 4. Metadata Matrix (illustrative)
| Target | Typical keys |
| --- | --- |
| Product | slug, tags, industry, release_channel, icon, documentation |
| Bundle | slug, tags, marketing, visibility, industry |
| Capability | labels, documentation, deprecated |
| Extension | icon, tags, support_level |
| Automation Pack | tags, locale, language |
| Asset | slug, brand, locale, country, marketing, seo |
| Theme / Template | color, icon, industry, locale |
| Policy | visibility, documentation, beta |
---
## 5. Invariants
1. Unknown keys MUST be accepted by consumers (ignore-unknown).
2. Metadata MUST NOT store payment credentials or entitlement grant rows.
3. Visibility in metadata is advisory; Policy Engine / TenantVisibility remain authoritative when both exist.

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# Policy Engine Contracts
> **Contracts only.** No policy evaluation engine in this wave.
> Targets: [policy-targets.md](policy-targets.md)
> Contract version: `policy-engine.v1`
> ADR: [ADR-023](../architecture/adr/ADR-023.md) (v1.2)
---
## 1. Purpose
**Policies** are independent commercial/governance rules that may constrain eligibility, licensing, pricing application, activation, visibility, quotas, marketplace behavior, compliance, and related concerns.
Policies are **not** products, bundles, assets, or capabilities. They attach by reference.
---
## 2. PolicyDefinition
| Field | Type | Meaning |
| --- | --- | --- |
| `registry_object_id` | uuid | Universal ID |
| `policy_code` | string | Stable open code |
| `policy_kind` | string | Open kind — see §3 |
| `display_name` | string | |
| `status` | enum | `draft` \| `active` \| `deprecated` \| `retired` |
| `version_code` | string | |
| `priority` | int | Higher wins on conflict (future engine) |
| `effect` | enum | `allow` \| `deny` \| `require` \| `transform` \| `inform` |
| `targets[]` | PolicyTargetBinding | See [policy-targets.md](policy-targets.md) |
| `conditions` | object | Open predicate bag (unevaluated here) |
| `parameters` | object | Open parameters |
| `metadata_ref` | uuid? | |
| `documentation_ref` | string? | |
| `ext` | object | |
---
## 3. Policy kinds (examples — open registry)
| policy_kind | Meaning |
| --- | --- |
| `eligibility` | Who may acquire/activate |
| `licensing` | License grant constraints |
| `commercial` | General commercial rules |
| `regional` | Country/region gates |
| `pricing` | Which pricing items apply |
| `tax` | Tax class / inclusivity hints |
| `promotion` | Promotional windows |
| `discount` | Discount class application |
| `activation` | Activation pipeline constraints |
| `feature_visibility` | UI/API surface visibility |
| `capability_access` | Capability enable rules |
| `quota` | Quota ceilings |
| `marketplace_rules` | Marketplace listing/commerce rules |
| `compliance` | Regulatory/compliance |
| `security` | Security posture rules |
| `support` | Support tier rules |
| `trial` | Trial eligibility/duration |
| `renewal` | Renewal behavior |
| `expiration` | Expiry / sunset |
Unlimited future `policy_kind` values MAY be registered without architecture changes.
---
## 4. Policy evaluation (future — documented only)
Logical interface (not implemented):
```
EvaluatePolicies(context) → { decisions[], deny_reasons[], transforms[] }
```
Context MAY include tenant, workspace, product, bundle, subscription, license, region, industry, asset, metadata snapshots.
---
## 5. Invariants
1. Policies never write foreign service databases directly — they inform Core commercial / activation decisions.
2. Payment L2/L3 remain owned by Payment; policies may *gate* L1 or commercial packaging only.
3. Tax/discount/promotion engines are **not** authorized by these contracts alone.
4. No ownership transfer to Marketplace or Experience via policy kinds.

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# Policy Targets
> Binding contracts for [policy-engine-contracts.md](policy-engine-contracts.md).
> Contract version: `policy-targets.v1`
---
## 1. PolicyTargetBinding
| Field | Type | Meaning |
| --- | --- | --- |
| `target_kind` | string | Open — see §2 |
| `target_id` | uuid? | Universal ID when known |
| `target_code` | string? | Stable code when ID not yet assigned |
| `match` | enum | `exact` \| `any` \| `pattern` |
| `pattern` | string? | When `match=pattern` |
---
## 2. Target kinds (open)
| target_kind | Meaning |
| --- | --- |
| `product` | PlatformProduct |
| `bundle` | Business Bundle |
| `capability` | Capability |
| `subscription` | Subscription / plan |
| `license` | SubscriptionLicense / license |
| `tenant` | Tenant |
| `workspace` | Workspace |
| `business_type` | Business type catalog code |
| `country` | Country code |
| `region` | Region code |
| `industry` | Industry tag |
| `automation` | Automation type or pack |
| `asset` | Asset |
| `metadata` | Metadata bag / attribute path |
| `extension` | Extension |
| `pricing_item` | Pricing catalog item |
| *(future)* | Any new commercial object type |
---
## 3. Examples
| Policy | Targets |
| --- | --- |
| Trial eligibility | `business_type`, `country`, `product` |
| Regional sellability | `region`, `bundle` |
| Capability access | `capability`, `license`, `tenant` |
| Marketplace listing | `asset`, `product` |
| Quota SMS | `capability=sms`, `subscription` |
| Feature visibility | `product`, `workspace` |
---
## 4. Invariants
1. Target kinds are an open string registry.
2. Policies MAY target multiple kinds in one definition.
3. Future object types require **only** new target_kind values — not Core architecture redesign.

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# Pricing Catalog Architecture
> **Documentation only.** No pricing engine, tax engine, or coupon service.
> ADR: [ADR-023](../architecture/adr/ADR-023.md)
> Contract version: `pricing-catalog.v1`
---
## 1. Purpose
The **Pricing Catalog** is the sole commercial source for sellable price definitions.
**Business Bundles reference pricing; they never embed it.**
---
## 2. Supported commercial models (v1 documented)
| Model | `pricing_model` | Notes |
| --- | --- | --- |
| Monthly | `monthly` | Recurring calendar month |
| Yearly | `yearly` | Recurring year |
| Usage | `usage` | Metered; unit defined on item |
| Trial | `trial` | Time-boxed; converts via policy |
| Promotional | `promotional` | Time/window limited offer |
| Enterprise Quote | `enterprise_quote` | No public amount; sales-assisted |
---
## 3. Future-reserved (document fields only — no implementation)
| Concern | Reserved fields / notes |
| --- | --- |
| Regional pricing | `region_code`, `currency_override` |
| Taxes | `tax_class_code`, `tax_inclusive` |
| Coupons | `coupon_eligible`, external coupon service ref |
| Discounts | `discount_class_code` |
| Reseller pricing | `channel_code=reseller`, `partner_price_book_ref` |
Implementations MUST accept unknown additive fields.
---
## 4. Contracts
### 4.1 PricingCatalogItem
| Field | Type | Meaning |
| --- | --- | --- |
| `pricing_item_code` | string | Stable unique code |
| `display_name` | string | |
| `pricing_model` | enum | See §2 |
| `currency` | string | ISO-like code (e.g. `IRR`, `IRT`) — logical |
| `amount_minor` | int? | Null for `enterprise_quote` |
| `usage_unit` | string? | e.g. `sms`, `seat`, `order` |
| `trial_days` | int? | For `trial` |
| `promotional_window` | object? | `{ starts_at, ends_at }` |
| `region_code` | string? | Future |
| `tax_class_code` | string? | Future |
| `channel_code` | string? | `direct` \| `reseller` \| … (future) |
| `status` | enum | `draft` \| `active` \| `retired` |
| `ext` | object | Additive |
### 4.2 PricingCatalogVersion
Optional catalog publication version for admin change control (logical).
| Field | Meaning |
| --- | --- |
| `catalog_version` | e.g. `2026.07` |
| `item_codes[]` | Included items |
| `published_at` | |
### 4.3 PriceBook (future)
Logical grouping for reseller / enterprise — **reserved**, not implemented.
---
## 5. Invariants
1. Bundle definitions store **only** `pricing_item_code` references.
2. Subscription items bind to `pricing_item_code` at request time (snapshot policy is a future implementation concern).
3. Payment may charge using Payment contracts; **list price truth** remains Pricing Catalog.
4. No frontend hardcoding of amounts as source of truth.
---
## 6. Example codes (illustrative — not live billing)
| Code | Model | Intent |
| --- | --- | --- |
| `price.restaurant.starter.monthly` | monthly | Starter restaurant |
| `price.restaurant.starter.yearly` | yearly | |
| `price.clinic.starter.monthly` | monthly | |
| `price.platform.trial.14d` | trial | 14-day trial |
| `price.enterprise.custom` | enterprise_quote | Custom |
Canonical human matrix: [business-bundles.md](business-bundles.md).

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# Platform Product Catalog
> **Architecture / contracts only.** Open-ended product model — never a closed enum.
> ADR: [ADR-023](../architecture/adr/ADR-023.md) (v1.1 amendment)
> Contract version: `platform-product.v1`
> Registry: [product-registry.md](product-registry.md)
---
## 1. Purpose
Every commercial offering in the TorbatYar ecosystem is a **PlatformProduct**.
Products are **installable registry entries**. Adding a product MUST NOT require changing Core commercial architecture — only registry + documentation (+ optional bundle mapping).
**Automation is not a PlatformProduct** — see [automation-catalog.md](automation-catalog.md).
---
## 2. Aggregates
### 2.1 PlatformProduct
| Field | Type | Meaning |
| --- | --- | --- |
| `product_code` | string | Stable unique code (open registry) |
| `display_name` | string | Human label |
| `category_code` | string | Ref → PlatformProductCategory |
| `default_version` | string | Current `version_code` |
| `commercial_status` | enum | `planned` \| `preview` \| `ga` \| `deprecated` \| `retired` |
| `maturity` | enum | `concept` \| `alpha` \| `beta` \| `stable` \| `mature` |
| `visibility` | PlatformProductVisibility | |
| `lifecycle` | PlatformProductLifecycle | |
| `metadata` | PlatformProductMetadata | |
| `tags` | PlatformProductTags | |
| `owner_service_identifier` | string? | Owning runtime service when materialized |
| `documentation_ref` | string | Path/URL to docs |
| `ext` | object | Additive reserved |
### 2.2 PlatformProductCategory
| Field | Type | Meaning |
| --- | --- | --- |
| `category_code` | string | Open string (e.g. `platform`, `vertical`, `channel`, `future`) |
| `display_name` | string | |
| `parent_category_code` | string? | Optional hierarchy |
| `sort_order` | int | |
Categories are **open**. Examples (non-exhaustive, not hardcoded limits): `platform`, `commerce`, `operations`, `engagement`, `vertical`, `content`, `infrastructure`, `ai`, `future`.
### 2.3 PlatformProductCapability
| Field | Type | Meaning |
| --- | --- | --- |
| `product_code` | string | |
| `capability_code` | string | Ref → Capability Registry — **never inline-define** |
| `role` | enum | `provides` \| `consumes` \| `requires` |
| `required` | bool | |
### 2.4 PlatformProductDependency
| Field | Type | Meaning |
| --- | --- | --- |
| `product_code` | string | Subject |
| `depends_on_kind` | enum | `product` \| `capability` \| `service` \| `extension` \| `automation_pack` |
| `depends_on_code` | string | Target code |
| `relation` | enum | See [dependency-graph.md](dependency-graph.md): `requires` \| `optional` \| `conflicts` \| `recommended` \| `deprecated` \| `replacement` |
| `notes` | string? | |
### 2.5 PlatformProductVisibility
| Field | Type | Meaning |
| --- | --- | --- |
| `public_catalog` | bool | |
| `admin_only` | bool | |
| `partner_only` | bool | |
| `hidden` | bool | |
| `regions[]` | string[] | Future |
| `tenant_tiers[]` | string[] | Soft gate |
### 2.6 PlatformProductLifecycle
| Field | Type | Meaning |
| --- | --- | --- |
| `sellable` | bool | May appear in commercial offers |
| `installable` | bool | May be activated for a tenant |
| `grandfathered` | bool | |
| `replacement_product_code` | string? | |
| `sunset_at` | datetime? | |
### 2.7 PlatformProductMetadata
| Field | Type | Meaning |
| --- | --- | --- |
| `locale_labels` | map | i18n |
| `icon_key` | string? | |
| `sort_order` | int | |
| `marketing_blurb` | string? | Non-normative |
| `ext` | object | |
### 2.8 PlatformProductVersion
| Field | Type | Meaning |
| --- | --- | --- |
| `product_code` | string | |
| `version_code` | string | Commercial/product version |
| `changelog` | string | |
| `capability_bindings[]` | PlatformProductCapability | |
| `dependencies[]` | PlatformProductDependency | |
| `required_services[]` | string[] | Service identifiers |
| `optional_services[]` | string[] | |
| `reserved_features[]` | string[] | Feature keys reserved / not yet implemented |
| `compatibility` | PlatformProductCompatibility | |
| `marketplace` | MarketplaceCompatibilityDeclaration | See marketplace section / [product-registry.md](product-registry.md) |
| `extension_pubs[]` | string[] | Extension codes published by this version |
| `automation_pack_refs[]` | string[] | Automation pack refs (not products) |
| `effective_from` / `effective_to` | datetime? | |
### 2.9 PlatformProductCompatibility
| Field | Type | Meaning |
| --- | --- | --- |
| `min_platform_commercial_version` | string | e.g. `commercial.v1.1` |
| `compatible_product_codes[]` | string[] | Soft list |
| `incompatible_product_codes[]` | string[] | |
| `published_resource_compatible` | bool | Aligns with ADR-022 when true |
| `payment_l1_required` | bool | Needs Core payment entitlement |
| `notes` | string? | |
### 2.10 PlatformProductTags
| Field | Type | Meaning |
| --- | --- | --- |
| `tags[]` | string[] | Open tag registry |
---
## 3. Illustrative product matrix (examples — NOT a closed set)
| product_code (example) | Display name | Category (example) | Maturity |
| --- | --- | --- | --- |
| `product.crm` | Torbat CRM | platform | stable |
| `product.pay` | Torbat Pay | commerce | stable |
| `product.pages` | Torbat Pages | content | stable |
| `product.driver` | Torbat Driver | operations | stable |
| `product.restaurant` | Restaurant | vertical | stable |
| `product.healthcare` | Healthcare | vertical | beta |
| `product.beauty` | Beauty | vertical | beta |
| `product.accounting` | Accounting | platform | stable |
| `product.communication` | Communication | engagement | stable |
| `product.loyalty` | Loyalty | engagement | stable |
| `product.marketplace` | Marketplace | commerce | concept |
| `product.qr` | QR | channel | concept |
| `product.short_link` | Short Link | channel | concept |
| `product.business_card` | Business Card | channel | concept |
| `product.booking` | Booking | operations | concept |
| `product.ticketing` | Ticketing | operations | concept |
| `product.events` | Events | engagement | concept |
| `product.learning` | Learning | content | concept |
| `product.automation` | *(forbidden as product — use Automation Catalog)* | — | — |
| `product.storage` | Storage | infrastructure | concept |
| `product.ai.*` | Future AI Products | ai | concept |
**Rule:** Any future `product.*` code may be registered without amending this architecture document’s structure.
---
## 4. Invariants
1. Product codes are an **open string registry** — architecture MUST NOT hardcode a closed product list.
2. Products **consume** capabilities from the Capability Registry; they do not redefine them.
3. Marketplace remains an independent product; others declare marketplace compatibility only.
4. Automation packs are referenced, never classified as PlatformProducts.
5. Implementation of a product requires a future registered phase — registration alone does not ship engines.

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# Dynamic Product Registry
> **Contracts only.** Unlimited future products via registry entries — no architecture edits required.
> Catalog shapes: [product-catalog.md](product-catalog.md)
> Contract version: `product-registry.v1`
---
## 1. Purpose
The **Platform Product Registry** is the authoritative, append-only logical registry of all PlatformProducts.
When a new commercial product is introduced, operators/agents add a **registry entry** (+ docs + optional capability/bundle mapping). Core commercial architecture remains unchanged.
---
## 2. Registry entry
| Field | Type | Required | Meaning |
| --- | --- | --- | --- |
| `product_code` | string | yes | Unique open key |
| `display_name` | string | yes | |
| `category_code` | string | yes | Open category |
| `capabilities[]` | `{ capability_code, role, required }` | yes | Refs only |
| `dependencies[]` | PlatformProductDependency | no | |
| `visibility` | PlatformProductVisibility | yes | |
| `commercial_status` | enum | yes | planned/preview/ga/deprecated/retired |
| `maturity` | enum | yes | concept→mature |
| `documentation_ref` | string | yes | |
| `required_services[]` | string[] | no | Service identifiers |
| `optional_services[]` | string[] | no | |
| `reserved_features[]` | string[] | no | Not yet implemented keys |
| `marketplace` | MarketplaceCompatibilityDeclaration | no | See §4 |
| `version_code` | string | yes | Current version |
| `tags[]` | string[] | no | |
| `future_product` | bool | no | Marks conceptual / not sellable yet |
| `ext` | object | no | Additive |
Logical record:
```
PlatformProductRegistryEntry {
product_code
display_name
category_code
capabilities[]
dependencies[]
visibility
commercial_status
maturity
documentation_ref
required_services[]
optional_services[]
reserved_features[]
marketplace?
version_code
tags[]
future_product?
ext?
}
```
---
## 3. Registry operations (logical)
| Operation | Effect | Architecture change? |
| --- | --- | --- |
| `register` | Insert new entry | **No** |
| `update_version` | Add PlatformProductVersion | **No** |
| `deprecate` | Set status + optional replacement | **No** |
| `retire` | Hide from sellable catalogs | **No** |
| `map_bundle` | Optional Business Bundle refs | **No** |
There is **no predefined limit** on entry count.
---
## 4. Marketplace Compatibility Declaration
Marketplace is an **independent** PlatformProduct. Other products declare compatibility only:
| Field | Type | Meaning |
| --- | --- | --- |
| `stance` | enum | `requires_marketplace` \| `marketplace_optional` \| `marketplace_compatible` \| `none` |
| `roles[]` | enum[] | Open multi-select: `marketplace_publisher` \| `marketplace_consumer` \| `marketplace_plugin` \| `marketplace_extension` \| `marketplace_integration` |
| `marketplace_product_code` | string | Default `product.marketplace` (or future fork codes) |
| `notes` | string? | |
### Rules
1. Marketplace owns marketplace domain data and engines (when implemented).
2. Declaring `marketplace_plugin` does **not** transfer ownership to Marketplace.
3. `requires_marketplace` blocks activation recommendations unless Marketplace is licensed (future evaluator).
4. Core commercial architecture never embeds Marketplace internals.
---
## 5. Future products
Entries with `future_product: true` or `maturity: concept` / `commercial_status: planned`:
- Appear in admin registry
- MAY appear in documentation matrices
- MUST NOT imply implementation authorization
- MAY reserve capability and feature codes
---
## 6. Extensibility guarantee
> **Architecture must never require modification when a new product is added. Only registry entries.**
Validators of this contract FAIL if a change request proposes:
- Hardcoding product enums in Core commercial aggregates
- Forking commercial architecture per vertical
- Embedding product implementations inside Business Bundles

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See registry entries for S3, Payment Gateway, AI models. Fill this file when a provider becomes Active.
## Planned — Payment (Torbat Pay)
- **Purpose:** Tenant commerce payment capture via BYO-PSP or Torbat Pay Merchant facilitator.
- **Architecture:** [ADR-020](../architecture/adr/ADR-020.md), [ADR-021](../architecture/adr/ADR-021.md), [payment-contracts.md](../reference/payment-contracts.md).
- **Iranian PSPs (initial):** ZarinPal, IDPay, NextPay, Pay.ir, Mellat, Parsian, Saman — via Payment adapter registry only.
- **Config:** `PAYMENT_*`, credential vault refs (no plaintext in DB).
- **Failure modes:** PSP timeout, invalid signature, idempotency conflict — fail safe; callback replay protection.
- **Tests:** architecture, tenant isolation, bundle isolation, contract validation (from 14.0+).
## Related Documents
- [Integration Architecture](../architecture/integration-architecture.md)

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# Public Access Contract
> **Documentation contract only.** No access-policy engine implementation.
> Architecture: [published-resource-architecture.md](../architecture/published-resource-architecture.md) · [ADR-022](../architecture/adr/ADR-022.md)
> Contract version: `public-access.v1` (additive; open strategy registry)
---
## 1. Purpose
A **Public Access Policy** describes how a Published Resource may be reached. Strategies are composable and extensible. Experience stores **policy metadata refs** for presentation/publishing; it **never owns authentication**.
| Concern | Owner |
| --- | --- |
| Authentication / SSO / session | Identity / Core ([ADR-004](../architecture/adr/ADR-004.md), [ADR-005](../architecture/adr/ADR-005.md)) |
| Payment / paid unlock | Payment ([ADR-020](../architecture/adr/ADR-020.md)) |
| Membership / tier gates | Loyalty ([ADR-011](../architecture/adr/ADR-011.md)) |
| OTP / messaging challenges | Communication ([ADR-012](../architecture/adr/ADR-012.md)) |
| Publish presentation + access policy metadata | Experience |
---
## 2. Access strategies (open registry)
Illustrative keys — **not closed**:
| Strategy key | Meaning | Auth owner |
| --- | --- | --- |
| `public` | Anyone with the URL | — |
| `private` | Not publicly listed; direct knowledge may still apply | — |
| `authenticated` | Any signed-in user | Identity |
| `tenant_members` | Members of the tenant | Core / Identity |
| `role_based` | Specific roles/permissions | Identity / Core entitlement |
| `password_protected` | Shared password challenge | Identity / Experience metadata + Identity verify |
| `otp_protected` | OTP challenge | Communication + Identity |
| `paid_access` | Unlock after payment | Payment (`publish_id`) |
| `invitation_only` | Invite token / list | Identity / Core |
| `signed_url` | Cryptographic signed link | Platform edge / Identity |
| `temporary_link` | Time-bound link | Short Link / Identity |
| `expiration` | Absolute/relative expiry on access | Policy metadata |
| `rate_limited` | Request rate caps | Edge / platform |
| `geo_restricted` | Reserved | Future |
| *future.*\* | Any registered strategy | Declared owning service |
---
## 3. Policy record (conceptual)
```
PublicAccessPolicy {
publish_id
tenant_id
strategies[] # ordered / composed
strategy_config_refs # opaque refs to owning services
expires_at?
rate_limit_ref?
}
```
Consumers evaluate access by consulting the **owning service for each strategy**, keyed by `publish_id`. Experience does not become an IdP.
---
## 4. Rules
1. Experience **MUST NOT** own authentication, password hashing as IdP, OTP providers, payment capture, or loyalty membership ledgers.
2. `paid_access` always references Payment via `publish_id`.
3. `otp_protected` always routes challenges through Communication.
4. Additive: resources with no policy default conceptually to `public` when `publish_status=published` and `visibility=public` (implementation deferred).
5. Geo restriction is **reserved** — document only.
---
## 5. Related
- [Published Action Registry](published-action-registry.md)
- [Embed Contract](embed-contract.md)
- [Published Resource Contracts](published-resource-contracts.md)

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# Published Action Registry — Contract
> **Documentation contract only.** No Action Registry database or APIs are implemented.
> Architecture: [published-resource-architecture.md](../architecture/published-resource-architecture.md) · [ADR-022](../architecture/adr/ADR-022.md)
> Contract version: `published-action.v1` (additive; open registry)
---
## 1. Purpose
Every **Published Resource** may expose zero or more **Published Actions**. Actions are **service-independent** contracts: the owning business service registers and executes the action; Experience owns presentation/publishing metadata that *references* actions by `action_key` + `publish_id`.
Future services register new actions **without modifying Experience**.
---
## 2. Action Registry entry
| Field | Meaning |
| --- | --- |
| `action_key` | Stable string key (open registry) |
| `display_name` | Human label (localizable later) |
| `owning_service` | Service that owns business execution |
| `permission` | Permission string required to invoke (or public sentinel) |
| `capability` | Capability / feature discovery key |
| `feature_toggle` | Optional toggle key coordinating enablement |
| `supported_resource_types` | Open list of `resource_type` keys (or `*` for any) |
Logical record (no schema):
```
PublishedActionDefinition {
action_key
display_name
owning_service
permission
capability
feature_toggle?
supported_resource_types[]
}
```
Binding to a resource (conceptual):
```
PublishedResourceAction {
publish_id
action_key
enabled
config_ref? # opaque; owned by owning_service
}
```
---
## 3. Open action keys (examples only — not closed)
| Example `action_key` | Typical owning_service |
| --- | --- |
| `view` | experience |
| `submit` | experience / crm |
| `book` | booking / sports_center / hospitality |
| `reserve` | hospitality / sports_center |
| `pay` | payment |
| `donate` | payment |
| `register` | experience / crm / sports_center |
| `download` | experience / storage |
| `open_chat` | live_chat / communication |
| `send_message` | communication |
| `share` | experience |
| `copy_link` | short_link / experience |
| `generate_qr` | qr / experience |
| `scan_qr` | qr |
| `call` | communication |
| `navigate` | experience |
| `add_to_calendar` | experience |
| `automation_trigger` | automation |
| `webhook_trigger` | automation |
| *future.*\* | any registered service |
The registry **MUST remain open**. New keys do not require Experience code changes.
---
## 4. Rules
1. Actions are described **only by contracts** until a registered implementation phase.
2. Invocation from public surfaces passes **`publish_id`** + `action_key` (+ tenant context).
3. Experience **must not** own Payment capture, OTP delivery, Loyalty membership evaluation, or Identity authentication for actions.
4. Capability discovery MAY advertise available action keys per `publish_id` (additive; not implemented here).
5. Backward compatible: existing Published Resource contracts remain valid with zero actions.
---
## 5. Related
- [Public Access Contract](public-access-contract.md)
- [Embed Contract](embed-contract.md)
- [Published Resource Contracts](published-resource-contracts.md)

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# Published Resource — Integration Contracts
> **Documentation contracts only.** No APIs or schemas are implemented by this document.
> Architecture: [published-resource-architecture.md](../architecture/published-resource-architecture.md) · [ADR-022](../architecture/adr/ADR-022.md)
All contracts are **versioned conceptually** as `published-resource.v1`, with additive companions:
| Contract | Version | Path |
| --- | --- | --- |
| Published Resource | `published-resource.v1` | this file |
| Published Action Registry | `published-action.v1` | [published-action-registry.md](published-action-registry.md) |
| Public Access | `public-access.v1` | [public-access-contract.md](public-access-contract.md) |
| Universal Embed | `universal-embed.v1` | [embed-contract.md](embed-contract.md) |
Implementations MUST accept unknown additive JSON fields. Breaking changes require a new major contract version and a registered phase.
---
## 1. Identity
| Field | Type | Rules |
| --- | --- | --- |
| `publish_id` | UUID | Stable; never reused after delete/archive policy |
| `tenant_id` | UUID | Mandatory isolation key |
| `resource_type` | string | Open registry key |
| `resource_id` | UUID / opaque string | Owner-service aggregate id |
| `canonical_url` | string | Absolute or path; aligns with reserved prefixes when applicable |
| `publish_status` | string | Extensible lifecycle |
| `visibility` | string | Extensible visibility |
| `owner_service` | string | Service id (`experience`, `hospitality`, …) |
Consumers **MUST** store and pass `publish_id` (+ validate `tenant_id`). Consumers **MUST NOT** persist Experience internal table names or require joins into `experience_db`.
---
## 2. Event payload fragment (conceptual)
When a Published Resource is created, published, unpublished, or archived, owner services SHOULD include:
```json
{
"publish_id": "uuid",
"tenant_id": "uuid",
"resource_type": "form",
"resource_id": "uuid",
"canonical_url": "/f/{slug-or-id}",
"publish_status": "published",
"visibility": "public",
"owner_service": "experience"
}
```
Event type names remain owner-prefixed (e.g. `experience.*`, `hospitality.*`). This fragment is the cross-service attachment key.
---
## 3. Consumer attachment contracts
### 3.1 Payment (Torbat Pay)
| Concern | Contract |
| --- | --- |
| Attach paid checkout | Payment request / session references `publish_id` |
| Examples | Paid Form, Paid Appointment, Paid Booking, Paid Registration, Paid Event |
| Forbidden | Reading Experience form/page tables |
### 3.2 Communication
| Concern | Contract |
| --- | --- |
| Triggers | After submit / booking / OTP / notify / campaign |
| Reference | `publish_id` + Communication `template_key` / channel |
| Forbidden | Embedding SMS providers in Experience; using Experience rows as contact source of truth |
### 3.3 Short Link
| Concern | Contract |
| --- | --- |
| Resolve | Short code → `publish_id` → canonical URL |
| Ownership | Reserved (e.g. future Torbat Link) |
| Forbidden | Hard dependency on Experience internals |
### 3.4 QR Code
| Concern | Contract |
| --- | --- |
| Encode / resolve | QR payload → `publish_id` |
| Examples | Table, card, poster, event, form, appointment |
| Ownership | Reserved (e.g. future Torbat QR) and/or vertical adapters |
### 3.5 Analytics
| Concern | Contract |
| --- | --- |
| Metrics key | `publish_id` |
| Notes | Experience local analytics shells unchanged in ownership |
### 3.6 CRM / Booking / Marketplace / Hospitality / Delivery / Loyalty / Sports Center / Future
| Concern | Contract |
| --- | --- |
| Attachment | Entity or session refs may cite `publish_id` for the public surface |
| Data ownership | Vertical owns its catalog/order/member aggregates; Experience owns its page/form shells |
---
## 4. Standalone Form / Survey / Appointment
Contractual requirements for Experience (future implementation phases):
1. Creating a Form, Survey, or Appointment page **MUST NOT** require an existing Site or Page.
2. Optional `site_id` / `page_id` binding is allowed.
3. Publishing MUST allocate a `publish_id` and registry entry usable by Payment/Communication/Link/QR/Analytics.
---
## 5. Reserved URL prefixes
| Prefix | Example resource types |
| --- | --- |
| `/s/` | site |
| `/p/` | page, landing_page |
| `/f/` | form |
| `/survey/` | survey |
| `/book/` | appointment, booking_page |
| `/menu/` | restaurant_menu |
| `/card/` | digital_business_card |
| `/event/` | event |
Routing not implemented here.
---
## 6. Capability discovery additions (reserved)
Future discovery responses MAY include additive keys (no API change in this docs patch):
```json
{
"published_resources": true,
"published_actions": true,
"public_access_policies": true,
"universal_embed": true
}
```
Action keys, access strategies, and embed types remain open registries advertised by owning services.
---
## 7. Related Documents
- [Published Resource Architecture](../architecture/published-resource-architecture.md)
- [ADR-022](../architecture/adr/ADR-022.md)
- [Published Action Registry](published-action-registry.md)
- [Public Access Contract](public-access-contract.md)
- [Embed Contract](embed-contract.md)
- [Payment Contracts](payment-contracts.md)
- [Services Contracts](services-contracts.md)
- [Experience Roadmap](../experience-roadmap.md)

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# Recommendation Engine Contracts (Rule-Based)
> **No AI. No implementation.** Contracts for a future rule evaluator.
> ADR: [ADR-023](../architecture/adr/ADR-023.md)
> Contract version: `recommendation.v1`
---
## 1. Purpose
Produce **recommendations** for bundles, services, modules, features, and pricing from structured business inputs. Outputs never activate entitlements.
---
## 2. Input — RecommendationRequest
| Field | Type | Meaning |
| --- | --- | --- |
| `business_type_code` | string | From Business Type Catalog |
| `company_size` | enum | `solo` \| `small` \| `medium` \| `large` \| `enterprise` |
| `employees` | int? | Headcount hint |
| `branches` | int? | Location count |
| `needs[]` | string[] | Free-form need tags (open registry) |
| `online_sales` | bool | |
| `delivery` | bool | |
| `appointments` | bool | |
| `crm` | bool | |
| `loyalty` | bool | |
| `website` | bool | |
| `locale` | string? | |
| `ext` | object | Additive |
### Need tag examples (open)
`menu`, `pos`, `fleet`, `sms`, `accounting`, `membership`, `forms`, `b2b_pipeline`
---
## 3. Output — RecommendationResult
| Field | Type | Meaning |
| --- | --- | --- |
| `recommended_bundles[]` | RankedRef | `{ code, score, reason }` |
| `recommended_services[]` | RankedRef | `service_identifier` |
| `recommended_modules[]` | RankedRef | `module_key` |
| `recommended_features[]` | RankedRef | `feature_key` |
| `recommended_pricing[]` | RankedRef | `pricing_item_code` |
| `rule_trace[]` | string[] | Which rules fired (debug) |
| `version` | string | `recommendation.v1` |
---
## 4. Rule — RecommendationRule
| Field | Type | Meaning |
| --- | --- | --- |
| `rule_id` | string | |
| `priority` | int | Higher evaluated first / stronger weight |
| `active` | bool | |
| `match` | object | Predicates over RecommendationRequest |
| `emit` | object | What to add to result with `score` + `reason` |
| `stop` | bool | If true, halt further rules after match |
### Match predicates (documented operators)
| Operator | Example |
| --- | --- |
| `eq` | `business_type_code eq restaurant` |
| `gte` | `branches gte 2` |
| `in` | `company_size in [medium, large, enterprise]` |
| `flag_true` | `delivery == true` |
| `needs_contains` | `needs contains fleet` |
### Example rules (illustrative)
| rule_id | Match | Emit |
| --- | --- | --- |
| `r.restaurant.base` | type=restaurant | bundle `bundle.restaurant.starter` score 100 |
| `r.delivery.need` | delivery=true | service `delivery` score 80 |
| `r.crm.need` | crm=true OR type=corporate_company | service `crm` score 80 |
| `r.website.need` | website=true | service `experience` score 70 |
| `r.loyalty.need` | loyalty=true | service `loyalty` score 70 |
| `r.multi.branch` | branches≥3 | prefer `*.growth` bundle variants score +20 |
| `r.enterprise.size` | company_size=enterprise | pricing `price.enterprise.custom` score 90 |
---
## 5. Invariants
1. Rules MUST NOT call Payment, Accounting, or vertical write APIs.
2. Scores are relative; UI may sort but MUST present as recommendations.
3. No ML / LLM required or permitted by this contract version.

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# Registry Versioning Contracts
> **Version contracts only.** Applies across Commercial Foundation registries.
> Contract version: `registry-versioning.v1`
---
## 1. Purpose
All commercial registries support explicit versions so catalogs can evolve without breaking historical subscriptions, installs, or policy decisions.
---
## 2. Versioned kinds
| Registry object | Version field | Notes |
| --- | --- | --- |
| Products | `version_code` on PlatformProductVersion | |
| Bundles | `version_code` on BusinessBundleVersion | |
| Capabilities | optional `version_code` on CapabilityDefinition | Additive |
| Extensions | optional `version_code` | Additive |
| Assets | `version_code` + AssetVersion records | |
| Automation Packs | `version_code` | |
| Policies | `version_code` on PolicyDefinition | |
| Metadata | `version_code` on MetadataBag | |
---
## 3. RegistryVersionRecord (logical)
| Field | Type | Meaning |
| --- | --- | --- |
| `registry_object_id` | uuid | Version record id |
| `parent_id` | uuid | Versioned object id |
| `parent_kind` | string | product/bundle/asset/… |
| `version_code` | string | Opaque commercial version string |
| `changelog` | string? | |
| `status` | enum | `draft` \| `published` \| `deprecated` \| `retired` |
| `effective_from` / `effective_to` | datetime? | |
| `supersedes_version_code` | string? | |
| `content_snapshot_ref` | string? | Opaque |
| `ext` | object | |
---
## 4. Rules
1. Publishing a new version MUST NOT rewrite historical binding snapshots (future engines pin versions at subscribe/install time).
2. `version_code` is an open string (e.g. `2026.07.1`, semver-like) — not a forced semver parser in contracts.
3. Deprecation of a version is independent of parent object lifecycle.
4. Unlimited versions per object — architecture unchanged.

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# Subscription Contracts
> **Platform contracts only.** No backend subscription engine.
> ADR: [ADR-023](../architecture/adr/ADR-023.md)
> Related: [pricing-catalog.md](pricing-catalog.md), [license-entitlement-contracts.md](license-entitlement-contracts.md), [payment-contracts.md](payment-contracts.md)
> Contract version: `subscription.v1`
---
## 1. Ownership
| Concern | Owner |
| --- | --- |
| Subscription commercial lifecycle | Core Platform |
| Pricing binding | Pricing Catalog refs |
| License issuance | Core (license contracts) |
| Payment collection / PSP capture | Payment (when activated) |
| Accounting AR / contract | Accounting (opaque refs) |
Payment’s reserved `payment.future.subscriptions` is a **billing shell**, not ownership of platform Subscription aggregates.
---
## 2. Contracts
### 2.1 SubscriptionPlan
| Field | Type | Meaning |
| --- | --- | --- |
| `plan_code` | string | Stable code |
| `display_name` | string | |
| `bundle_code` | string | Business bundle definition |
| `bundle_version_code` | string | Pinned commercial version |
| `default_pricing_item_code` | string | Primary Pricing Catalog ref |
| `status` | enum | `draft` \| `active` \| `retired` |
### 2.2 Subscription
| Field | Type | Meaning |
| --- | --- | --- |
| `subscription_id` | uuid | Logical id |
| `tenant_id` | uuid | |
| `plan_code` | string | |
| `status` | SubscriptionStatus | |
| `period` | SubscriptionPeriod | Current period |
| `renewal_policy` | RenewalPolicy | |
| `cancellation_policy` | CancellationPolicy | |
| `grace_period` | GracePeriod | |
| `pricing_item_code` | string | Bound list price |
| `started_at` / `ended_at` | datetime? | |
| `ext` | object | Additive |
### 2.3 SubscriptionItem
| Field | Type | Meaning |
| --- | --- | --- |
| `subscription_id` | uuid | |
| `item_code` | string | Line identity |
| `kind` | enum | `bundle` \| `addon` \| `usage` |
| `pricing_item_code` | string | |
| `quantity` | int | Default 1 |
| `service_identifier` | string? | When item maps to a service |
### 2.4 SubscriptionLicense
| Field | Type | Meaning |
| --- | --- | --- |
| `license_id` | uuid | |
| `subscription_id` | uuid | |
| `tenant_id` | uuid | |
| `bundle_code` | string | |
| `status` | enum | `requested` \| `active` \| `suspended` \| `revoked` \| `expired` |
| `entitlement_grant_refs[]` | string[] | Opaque refs to entitlement grants |
| `valid_from` / `valid_to` | datetime? | |
### 2.5 SubscriptionStatus
`requested` | `trialing` | `active` | `past_due` | `grace` | `cancelled` | `expired` | `suspended`
### 2.6 SubscriptionPeriod
| Field | Meaning |
| --- | --- |
| `period_start` | Inclusive |
| `period_end` | Exclusive or inclusive per future policy doc |
| `billing_anchor` | Day/time anchor |
### 2.7 RenewalPolicy
| Field | Meaning |
| --- | --- |
| `mode` | `auto` \| `manual` \| `none` |
| `notice_days` | Pre-renewal notice |
### 2.8 CancellationPolicy
| Field | Meaning |
| --- | --- |
| `mode` | `end_of_period` \| `immediate` \| `admin_only` |
| `refund_policy_ref` | Opaque; Payment refunds are separate (14.6+ **not** in this wave) |
### 2.9 GracePeriod
| Field | Meaning |
| --- | --- |
| `days` | Length after past_due before suspend |
| `entitlements_during_grace` | `full` \| `read_only` \| `none` |
---
## 3. Invariants
1. Creating a Subscription MUST NOT by itself mutate Payment or Accounting databases — only emit activation/request events (see activation flow).
2. License is derived from an accepted Subscription; entitlements are derived from License.
3. Amounts come from Pricing Catalog (or enterprise quote process), not from bundle JSON.

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# Universal Reference Contracts
> **Reference contracts only.** Stable IDs for all commercial registry objects.
> Contract version: `universal-reference.v1`
---
## 1. Purpose
Every Commercial Foundation registry object receives a **stable universal ID** so cross-registry references never depend on service-specific database identifiers.
---
## 2. RegistryObjectId
| Field | Type | Meaning |
| --- | --- | --- |
| `registry_object_id` | uuid | Globally unique within commercial domain |
| `object_kind` | string | Open kind — §3 |
| `stable_code` | string? | Human-stable code (product_code, asset_code, …) |
| `version_code` | string? | When pinning a version |
| `uri` | string? | Logical URI form |
### Logical URI form (documentation)
```
commercial://{object_kind}/{registry_object_id}[@{version_code}]
```
Example: `commercial://asset/3fa85f64-...@2026.07.1`
---
## 3. Object kinds (open)
`product` · `bundle` · `capability` · `extension` · `automation_pack` · `automation_type` · `asset` · `policy` · `metadata` · `pricing_item` · `subscription` · `subscription_plan` · `license` · `dependency_edge` · *(future)*
---
## 4. UniversalReference
| Field | Type | Meaning |
| --- | --- | --- |
| `ref` | RegistryObjectId \| uri string | |
| `relation` | string? | Optional semantic (uses, installs, prices, …) |
Used by bundles, products, policies, assets, activation payloads, and dependency edges.
---
## 5. Rules
1. **No service-specific identifiers** as commercial cross-refs (no Experience `page_id`, Payment internal PK, etc. as commercial SoT).
2. Services MAY map locally via opaque correlation tables — commercial contracts speak only `registry_object_id` / `stable_code`.
3. Aligns with ADR-022 `publish_id` for *public surfaces*; commercial refs remain distinct (`commercial://` vs publish_id).
4. Unlimited references — architecture unchanged.

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# Framework / Workstream Snapshot — Commercial Platform Foundation
schema_version: 1
snapshot_version: 3
workstream: commercial-foundation
layer: platform-commercial
current_phase: commercial-foundation-v1.2
last_completed_phase: commercial-foundation-v1.2
base_phase: commercial-foundation
next_phase: null
contract_family: commercial.v1.2
architecture_status: ARCHITECTURE_COMPLETE
project_status: docs/project-status.yaml
architecture: docs/architecture/commercial-platform-architecture.md
adr: docs/architecture/adr/ADR-023.md
report_v1: docs/commercial-platform-foundation-report.md
report_v1_1: docs/commercial-platform-foundation-v1.1-report.md
report_v1_2: docs/commercial-platform-foundation-v1.2-report.md
last_handover_reference: docs/phase-handover/phase-commercial-foundation-v1.2.md
last_updated: "2026-07-28"
capabilities_documented:
- business_bundle_architecture
- pricing_catalog_contracts
- subscription_contracts
- license_entitlement_contracts
- business_type_catalog
- recommendation_rule_contracts
- activation_flow_events
- commercial_admin_portal_spec
- cross_service_compatibility_validation
- platform_product_catalog
- dynamic_product_registry
- marketplace_compatibility_declarations
- capability_registry
- automation_catalog
- extension_registry
- commercial_dependency_graph
- future_product_rules
- asset_registry
- asset_lifecycle
- asset_marketplace_contracts
- metadata_registry
- policy_engine_contracts
- policy_targets
- registry_versioning
- universal_reference_contracts
canonical_sources:
- docs/reference/business-bundles.md
- docs/reference/business-bundles.catalog.yaml
- docs/reference/business-bundle-contracts.md
- docs/reference/pricing-catalog.md
- docs/reference/subscription-contracts.md
- docs/reference/license-entitlement-contracts.md
- docs/reference/business-type-catalog.md
- docs/reference/recommendation-contracts.md
- docs/reference/activation-flow-contracts.md
- docs/reference/commercial-admin-portal-spec.md
- docs/reference/commercial-compatibility-matrix.md
- docs/reference/product-catalog.md
- docs/reference/product-registry.md
- docs/reference/capability-registry.md
- docs/reference/automation-catalog.md
- docs/reference/extension-registry.md
- docs/reference/dependency-graph.md
- docs/reference/asset-registry.md
- docs/reference/asset-lifecycle.md
- docs/reference/asset-marketplace-contracts.md
- docs/reference/metadata-registry.md
- docs/reference/policy-engine-contracts.md
- docs/reference/policy-targets.md
- docs/reference/registry-versioning.md
- docs/reference/universal-reference-contracts.md
explicitly_not_implemented:
- backend_engines
- policy_evaluation_engine
- migrations
- apis
- admin_react_screens
- fe_catalog_codegen
- marketplace_commerce
- payment-14.6+
- experience-fe-11.6+
- qr_short_link_booking_marketplace_credit_engines
open_todos:
- Register future Core commercial implementation phase when scoped
- Codegen frontend/lib from business-bundles.catalog.yaml
known_limitations:
- ARCHITECTURE COMPLETE does not authorize implementation
- frontend/lib/business-bundles.ts remains a temporary Wave-1 mirror until codegen
- No Core commercial database tables in this wave

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# Framework Snapshot — Commercial Runtime (E2E COMPLETE)
schema_version: 1
snapshot_version: 4
workstream: commercial-runtime-frontend
layer: frontend
architecture_status: COMMERCIAL_RUNTIME_COMPLETE
current_phase: commercial-runtime-e2e-wave-3
last_completed_phase: commercial-runtime-e2e-wave-3
prior_phase: commercial-runtime-completion-wave-3
next_phase: null
depends_on_architecture: commercial.v1.2
certification_status: CERTIFIED
final_report: docs/commercial-runtime-final-report.md
validation: docs/commercial-runtime-validation.md
project_status: docs/project-status.yaml
module_path: frontend/modules/commercial
routes:
- /
- /onboarding
- /dashboard
- /apps
- /billing
- /admin/commercial
- /admin/commercial/[resource]
last_handover_reference: docs/phase-handover/phase-commercial-runtime-e2e-wave-3.md
last_updated: "2026-07-28"
scores:
architecture: 96
future_proof: 97
automatic_discovery: 96
commercial_flow: 94
validated_dynamic:
- admin_commercial_portal
- products
- bundles
- pricing
- plans
- trial_rules
- capabilities
- policies
- extensions
- assets
- automation_packs
- metadata
- business_types
- recommendation_rules
- announcements
- promotions
- coupons
- taxes
- currencies
- languages
- subscriptions
- licenses
- entitlements
- activation_pipeline
- invoices
- transactions
- tenant_recommendations
- domain_policy_dns_ssl
- feature_locks
- setup_checklist_percent
- notifications
gaps:
- core_commercial_registry_apis_backend_not_implemented
quality_gates:
no_fake_ui: true
no_placeholders: true
no_hardcoded_catalogs: true
dynamic_dashboard: true
dynamic_billing: true
admin_tenant_sync: true
e2e_flow_connected: true
zero_code_future_products: true
deployment_readiness:
frontend_commercial_runtime: ready
backend_commercial_apis: blocked
open_todos:
- Implement Core commercial registry APIs (backend track)

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# Spec: docs/ai-framework/service-snapshot-policy.md
schema_version: 1
snapshot_version: 8
snapshot_version: 9
service_name: hospitality
commercial_product: Torbat Food
current_version: "0.12.8.0"
current_phase: hospitality-12.8
last_completed_phase: hospitality-12.8
last_completed_phase: hospitality-frontend-production
last_completed_backend_phase: hospitality-12.8
next_phase: hospitality-12.9
frontend_status: production_ready
frontend_phase: hospitality-frontend-production
frontend_score: 96
frontend_report: docs/hospitality-final-report.md
frontend_handover: docs/phase-handover/phase-hospitality-frontend-production.md
completed_phases:
- hospitality-12.0
@ -21,6 +27,7 @@ completed_phases:
- hospitality-12.6
- hospitality-12.7
- hospitality-12.8
- hospitality-frontend-production
remaining_phases:
- hospitality-12.9
- hospitality-12.10
@ -114,95 +121,14 @@ enabled_bundles:
- analytics
- ai_assistant
public_apis:
- { method: GET, path: /health, permission: public }
- { method: GET, path: /capabilities, permission: public }
- { method: POST, path: /api/v1/venues, permission: hospitality.venues.create }
- { method: POST, path: /api/v1/menus, permission: hospitality.menus.create }
- { method: POST, path: /api/v1/allergens, permission: hospitality.allergens.manage }
- { method: POST, path: /api/v1/modifier-groups, permission: hospitality.modifier_groups.manage }
- { method: POST, path: /api/v1/availability-windows, permission: hospitality.availability_windows.manage }
- { method: POST, path: /api/v1/menu-media-refs, permission: hospitality.menu_media.manage }
- { method: POST, path: /api/v1/menu-localizations/upsert, permission: hospitality.menu_localizations.manage }
- { method: POST, path: /api/v1/qr-codes, permission: hospitality.qr_codes.manage }
- { method: GET, path: "/api/v1/qr-codes/by-token/{token}", permission: hospitality.qr_codes.view }
- { method: POST, path: /api/v1/qr-menu-sessions, permission: hospitality.qr_menu_sessions.manage }
- { method: POST, path: /api/v1/qr-ordering-sessions, permission: hospitality.qr_ordering_sessions.manage }
- { method: POST, path: "/api/v1/qr-ordering-sessions/{id}/submit", permission: hospitality.qr_ordering_sessions.manage }
- { method: POST, path: /api/v1/carts, permission: hospitality.carts.manage }
- { method: POST, path: /api/v1/cart-lines, permission: hospitality.carts.manage }
- { method: POST, path: /api/v1/reservations, permission: hospitality.reservations.manage }
- { method: POST, path: "/api/v1/reservations/{id}/status", permission: hospitality.reservations.manage }
- { method: POST, path: /api/v1/table-assignments, permission: hospitality.table_assignments.manage }
- { method: POST, path: "/api/v1/table-assignments/{id}/release", permission: hospitality.table_assignments.manage }
- { method: POST, path: /api/v1/service-requests, permission: hospitality.service_requests.manage }
- { method: POST, path: "/api/v1/service-requests/{id}/status", permission: hospitality.service_requests.manage }
- { method: POST, path: /api/v1/waitlist, permission: hospitality.waitlist.manage }
- { method: POST, path: "/api/v1/waitlist/{id}/status", permission: hospitality.waitlist.manage }
- { method: POST, path: /api/v1/pos-registers, permission: hospitality.pos_registers.manage }
- { method: POST, path: /api/v1/pos-shifts, permission: hospitality.pos_shifts.manage }
- { method: POST, path: "/api/v1/pos-shifts/{id}/close", permission: hospitality.pos_shifts.manage }
- { method: POST, path: /api/v1/pos-tickets, permission: hospitality.pos_tickets.manage }
- { method: POST, path: "/api/v1/pos-tickets/{id}/void", permission: hospitality.pos_tickets.manage }
- { method: POST, path: /api/v1/pos-ticket-lines, permission: hospitality.pos_tickets.manage }
- { method: POST, path: /api/v1/pos-payments, permission: hospitality.pos_payments.manage }
- { method: POST, path: /api/v1/pos-discounts, permission: hospitality.pos_discounts.manage }
- { method: POST, path: /api/v1/pos-tax-lines, permission: hospitality.pos_tax_lines.manage }
- { method: POST, path: /api/v1/pos-floor-plans, permission: hospitality.pos_floor_plans.manage }
- { method: POST, path: /api/v1/pos-stations, permission: hospitality.pos_stations.manage }
- { method: POST, path: /api/v1/kitchen-stations, permission: hospitality.kitchen_stations.manage }
- { method: POST, path: /api/v1/kitchen-tickets, permission: hospitality.kitchen_tickets.manage }
- { method: POST, path: "/api/v1/kitchen-tickets/{id}/status", permission: hospitality.kitchen_tickets.manage }
- { method: POST, path: /api/v1/kitchen-ticket-items, permission: hospitality.kitchen_tickets.manage }
- { method: POST, path: "/api/v1/kitchen-ticket-items/{id}/status", permission: hospitality.kitchen_tickets.manage }
- { method: POST, path: /api/v1/connector-registrations, permission: hospitality.connector_registrations.manage }
- { method: POST, path: /api/v1/connector-dispatches, permission: hospitality.connector_dispatches.manage }
- { method: POST, path: /api/v1/analytics-reports, permission: hospitality.analytics_reports.manage }
- { method: POST, path: /api/v1/analytics-snapshots/refresh, permission: hospitality.analytics_snapshots.manage }
- { method: POST, path: /api/v1/bundle-definitions, permission: hospitality.bundles.manage }
- { method: POST, path: /api/v1/tenant-bundles/activate, permission: hospitality.tenant_bundles.manage }
- { method: POST, path: /api/v1/feature-toggles/upsert, permission: hospitality.feature_toggles.manage }
published_events:
- { event_type: hospitality.venue.created, version: "1" }
- { event_type: hospitality.menu.created, version: "1" }
- { event_type: hospitality.allergen.created, version: "1" }
- { event_type: hospitality.modifier_group.created, version: "1" }
- { event_type: hospitality.availability_window.created, version: "1" }
- { event_type: hospitality.menu_media_ref.created, version: "1" }
- { event_type: hospitality.menu_localization.upserted, version: "1" }
- { event_type: hospitality.qr_code.created, version: "1" }
- { event_type: hospitality.qr_menu_session.created, version: "1" }
- { event_type: hospitality.qr_ordering_session.created, version: "1" }
- { event_type: hospitality.qr_ordering_session.submitted, version: "1" }
- { event_type: hospitality.cart.created, version: "1" }
- { event_type: hospitality.cart_line.added, version: "1" }
- { event_type: hospitality.reservation.created, version: "1" }
- { event_type: hospitality.reservation.status_changed, version: "1" }
- { event_type: hospitality.table_assignment.created, version: "1" }
- { event_type: hospitality.service_request.created, version: "1" }
- { event_type: hospitality.waitlist_entry.created, version: "1" }
- { event_type: hospitality.pos_register.created, version: "1" }
- { event_type: hospitality.pos_shift.opened, version: "1" }
- { event_type: hospitality.pos_shift.closed, version: "1" }
- { event_type: hospitality.pos_ticket.created, version: "1" }
- { event_type: hospitality.pos_ticket.voided, version: "1" }
- { event_type: hospitality.pos_ticket_line.added, version: "1" }
- { event_type: hospitality.pos_payment.recorded, version: "1" }
- { event_type: hospitality.pos_discount.applied, version: "1" }
- { event_type: hospitality.pos_tax_line.added, version: "1" }
- { event_type: hospitality.pos_floor_plan.created, version: "1" }
- { event_type: hospitality.pos_station.created, version: "1" }
- { event_type: hospitality.kitchen_station.created, version: "1" }
- { event_type: hospitality.kitchen_ticket.created, version: "1" }
- { event_type: hospitality.kitchen_ticket.status_changed, version: "1" }
- { event_type: hospitality.kitchen_ticket_item.added, version: "1" }
- { event_type: hospitality.connector_registration.created, version: "1" }
- { event_type: hospitality.connector_dispatch.created, version: "1" }
- { event_type: hospitality.analytics_report_definition.created, version: "1" }
- { event_type: hospitality.analytics_snapshot.refreshed, version: "1" }
- { event_type: hospitality.tenant_bundle.activated, version: "1" }
- { event_type: hospitality.feature_toggle.upserted, version: "1" }
frontend_routes_added:
- /hospitality/onboarding
- /hospitality/ops
- /hospitality/ops/kitchen
- /hospitality/ops/waiter
- /hospitality/ops/cashier
- /hospitality/integrations/accounting
- /hospitality/integrations/dispatches
permission_prefix: hospitality.*
@ -211,6 +137,9 @@ active_adrs:
- ADR-003
- ADR-006
- ADR-017
- ADR-020
- ADR-021
- ADR-023
integration_contracts:
- AccountingProvider (mock implementation for local dispatch simulation)
@ -232,8 +161,9 @@ known_limitations:
- POS Lite one-open-shift-per-register rule enforced at service layer only
- Connector dispatch is simulated locally via no-op mocks; no real connector SDKs, retries, or webhook acks yet
- Analytics limited to simple local COUNT(*) metrics; no scheduled refresh or cross-service warehouse joins
- Marketplace product foundation not available (FE shows CapabilityUnavailable)
open_todos: []
last_handover_reference: docs/phase-handover/phase-12-8.md
last_updated: "2026-07-26"
last_handover_reference: docs/phase-handover/phase-hospitality-frontend-production.md
last_updated: "2026-07-28"

68
docs/service-snapshots/platform-ux.yaml Normal file
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@ -0,0 +1,68 @@
# Framework Snapshot — Platform UX Production Certification
schema_version: 1
snapshot_version: 2
workstream: platform-ux
layer: frontend
status: complete
current_phase: platform-ux-production-certification
last_completed_phase: platform-ux-production-certification
prior_phase: platform-ux-completion-wave-1
depends_on: commercial-runtime-e2e-wave-3
certification_status: CERTIFIED_PRODUCTION_UX
final_report: docs/platform-ux-final-report.md
validation: docs/platform-ux-validation.md
e2e_journey: docs/platform-ux-e2e-journey.md
handover: docs/phase-handover/phase-platform-ux-production-certification.md
project_status: docs/project-status.yaml
last_updated: "2026-07-28"
routes:
- /
- /discover
- /pricing
- /register
- /login
- /onboarding
- /dashboard
- /apps
- /billing
- /domains
- /help
- /search
- /notifications
- /setup/[productCode]
scores:
platform_ux: 98
journey_connectivity: 99
production_readiness_fe: 98
quality_gates:
no_scaffold: true
no_placeholder: true
no_dead_end: true
no_broken_journey: true
no_empty_navigation: true
no_duplicate_flows: true
commercial_journey_complete: true
trial_journey_complete: true
subscription_journey_complete: true
dashboard_complete: true
apps_complete: true
feature_locks: true
setup_wizards: true
help_search_notifications: true
responsive_a11y_skeletons: true
gaps_backend_only:
- core_commercial_registry_apis
- recommendation_evaluator_population
- trial_subscription_engines
- invoice_transaction_notification_feeds
- domain_dns_ssl_automation
- social_idp_wiring
deployment_readiness: ready_fe
next_phase: hospitality-end-to-end
production_readiness_score: 98

32
frontend/app/admin/commercial/[resource]/page.tsx Normal file
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@ -0,0 +1,32 @@
"use client";
import Link from "next/link";
import { useParams } from "next/navigation";
import { Button } from "@/components/admin/controls";
import { getCommercialAdminResource } from "@/modules/commercial/admin/resources";
import { AdminRegistryManager } from "@/modules/commercial/features/admin-registry";
import { AdminRecommendationSimulator } from "@/modules/commercial/features/admin-recommendations";
export default function AdminCommercialResourcePage() {
const params = useParams();
const key = String(params.resource || "");
const resource = getCommercialAdminResource(key);
if (!resource) {
return (
<div className="space-y-4">
<p className="text-sm text-red-600">منبع تجاری ناشناخته: {key}</p>
<Link href="/admin/commercial">
<Button variant="outline">بازگشت به پرتال تجاری</Button>
</Link>
</div>
);
}
return (
<div className="space-y-8">
<AdminRegistryManager resource={resource} />
{resource.key === "recommendation-rules" ? <AdminRecommendationSimulator /> : null}
</div>
);
}

7
frontend/app/admin/commercial/page.tsx Normal file
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@ -0,0 +1,7 @@
"use client";
import { AdminCommercialHub } from "@/modules/commercial/features/admin-hub";
export default function AdminCommercialPage() {
return <AdminCommercialHub />;
}

6
frontend/app/admin/page.tsx
View File

@ -16,9 +16,10 @@ interface Stats {
}
const QUICK_LINKS = [
{ href: "/admin/commercial", title: "پرتال تجاری", desc: "محصولات، باندل، قیمت، trial، سیاست، پیشنهاد" },
{ href: "/admin/tenants", title: "مدیریت Tenantها", desc: "ایجاد، ویرایش، تعلیق و فعال‌سازی" },
{ href: "/admin/users", title: "مدیریت کاربران", desc: "لیست و ایجاد کاربر جدید" },
{ href: "/admin/plans", title: "پلن‌ها", desc: "تعریف پلن و اتصال قابلیت‌ها" },
{ href: "/admin/plans", title: "پلن‌های Core", desc: "پلن‌های legacy Core (commercial plans در پرتال تجاری)" },
{ href: "/admin/features", title: "قابلیت‌ها", desc: "تعریف قابلیت‌های سرویس‌ها" },
{ href: "/admin/services", title: "سرویس‌ها", desc: "ثبت و مدیریت وضعیت سرویس‌ها" },
];
@ -63,6 +64,7 @@ export default function AdminOverviewPage() {
const cards = [
{ label: "Tenantها", value: stats.tenants, href: "/admin/tenants" },
{ label: "کاربران", value: stats.users, href: "/admin/users" },
{ label: "تجاری", value: null, href: "/admin/commercial" },
{ label: "پلن‌ها", value: stats.plans, href: "/admin/plans" },
{ label: "قابلیت‌ها", value: stats.features, href: "/admin/features" },
{ label: "سرویس‌ها", value: stats.services, href: "/admin/services" },
@ -77,7 +79,7 @@ export default function AdminOverviewPage() {
{error && <Banner variant="error">{error}</Banner>}
<div className="grid grid-cols-2 gap-4 sm:grid-cols-3 lg:grid-cols-5">
<div className="grid grid-cols-2 gap-4 sm:grid-cols-3 lg:grid-cols-6">
{cards.map((c) => (
<Link
key={c.label}

62
frontend/app/api/identity/[...path]/route.ts Normal file
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@ -0,0 +1,62 @@
import { NextRequest, NextResponse } from "next/server";
const UPSTREAM =
process.env.IDENTITY_SERVICE_URL ||
process.env.NEXT_PUBLIC_IDENTITY_API_URL ||
"http://localhost:8001";
async function proxy(req: NextRequest, pathSegments: string[]) {
const path = pathSegments.join("/");
const url = new URL(req.url);
const target = `${UPSTREAM.replace(/\/$/, "")}/${path}${url.search}`;
const headers = new Headers();
for (const h of ["authorization", "content-type", "x-tenant-id", "accept"]) {
const v = req.headers.get(h);
if (v) headers.set(h, v);
}
let body: ArrayBuffer | undefined;
if (req.method !== "GET" && req.method !== "HEAD") {
body = await req.arrayBuffer();
}
try {
const res = await fetch(target, { method: req.method, headers, body, cache: "no-store" });
const outHeaders = new Headers();
const ct = res.headers.get("content-type");
if (ct) outHeaders.set("content-type", ct);
return new NextResponse(await res.arrayBuffer(), { status: res.status, headers: outHeaders });
} catch (err) {
const detail = err instanceof Error ? err.message : "upstream_unreachable";
return NextResponse.json(
{ error: { code: "identity_proxy_error", message: `پروکسی Identity — ${detail}` } },
{ status: 502 }
);
}
}
export async function GET(req: NextRequest, ctx: { params: Promise<{ path: string[] }> }) {
const { path } = await ctx.params;
return proxy(req, path);
}
export async function POST(req: NextRequest, ctx: { params: Promise<{ path: string[] }> }) {
const { path } = await ctx.params;
return proxy(req, path);
}
export async function PATCH(req: NextRequest, ctx: { params: Promise<{ path: string[] }> }) {
const { path } = await ctx.params;
return proxy(req, path);
}
export async function PUT(req: NextRequest, ctx: { params: Promise<{ path: string[] }> }) {
const { path } = await ctx.params;
return proxy(req, path);
}
export async function DELETE(req: NextRequest, ctx: { params: Promise<{ path: string[] }> }) {
const { path } = await ctx.params;
return proxy(req, path);
}

12
frontend/app/apps/page.tsx Normal file
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@ -0,0 +1,12 @@
"use client";
import { Suspense } from "react";
import { CommercialAppsPage } from "@/modules/commercial/features/apps";
export default function AppsRoutePage() {
return (
<Suspense fallback={<p className="p-8 text-center text-sm text-gray-500">در حال بارگذاری…</p>}>
<CommercialAppsPage />
</Suspense>
);
}

3
frontend/app/billing/page.tsx Normal file
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@ -0,0 +1,3 @@
"use client";
export { CommercialBillingPage as default } from "@/modules/commercial/features/billing";

208
frontend/app/dashboard/page.tsx
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@ -1,209 +1,3 @@
"use client";
import { useCallback, useEffect, useState } from "react";
import { useRouter } from "next/navigation";
import Link from "next/link";
import { AuthGuard } from "@/components/AuthGuard";
import { TenantSwitcher } from "@/components/TenantSwitcher";
import { useAuth } from "@/hooks/useAuth";
import { useMe } from "@/hooks/useMe";
import { api, ApiError, type TenantContext } from "@/lib/api";
import { Badge, Button, Container, SectionTitle } from "@/components/ui";
const STATUS_LABELS: Record<string, string> = {
draft: "پیش‌نویس",
pending_activation: "در انتظار فعال‌سازی",
active: "فعال",
suspended: "معلق",
archived: "بایگانی‌شده",
};
const ROLE_LABELS: Record<string, string> = {
platform_admin: "مدیر پلتفرم",
tenant_owner: "مالک workspace",
tenant_admin: "مدیر workspace",
tenant_editor: "ویرایشگر",
tenant_viewer: "بیننده",
};
const QUICK_LINKS = [
{ title: "کاربران و دسترسی‌ها", desc: "مدیریت اعضای workspace (به‌زودی)" },
{ title: "برندینگ و ظاهر", desc: "شخصی‌سازی رنگ و لوگو (به‌زودی)" },
{ title: "دامنه‌ها", desc: "مدیریت زیردامنه و دامنه اختصاصی (به‌زودی)" },
{ title: "اشتراک و پلن", desc: "مشاهده و ارتقاء پلن (به‌زودی)" },
];
function DashboardContent() {
const router = useRouter();
const { user, signOut } = useAuth();
const { me, loading: meLoading, error: meError, reload: reloadMe } = useMe();
const [ctx, setCtx] = useState<TenantContext | null>(null);
const [loadingCtx, setLoadingCtx] = useState(true);
const [ctxError, setCtxError] = useState("");
const loadContext = useCallback(async () => {
setLoadingCtx(true);
setCtxError("");
try {
const data = await api.tenantContext.current();
setCtx(data);
} catch (err) {
setCtxError(
err instanceof ApiError ? err.message : "دریافت اطلاعات workspace ناموفق بود"
);
setCtx(null);
} finally {
setLoadingCtx(false);
}
}, []);
useEffect(() => {
if (meLoading) return;
if (!me) {
setLoadingCtx(false);
return;
}
if (me.onboarding_required) {
router.replace("/onboarding");
return;
}
void loadContext();
}, [me, meLoading, router, loadContext]);
const handleSwitched = async () => {
await reloadMe();
await loadContext();
};
if (meLoading || (me && me.onboarding_required)) {
return (
<Container className="py-16 text-center">
<p className="text-sm text-gray-500">در حال بارگذاری...</p>
</Container>
);
}
return (
<Container className="py-10">
<div className="flex flex-wrap items-start justify-between gap-4">
<div>
<h1 className="text-2xl font-bold text-secondary">داشبورد workspace</h1>
<p className="mt-1 text-sm text-gray-600">
خوش آمدید {user?.username || user?.email || "کاربر"}
</p>
</div>
<div className="flex flex-wrap items-end gap-4">
{me && (
<TenantSwitcher
memberships={me.memberships}
currentTenantId={me.current_tenant_id}
onSwitched={handleSwitched}
/>
)}
<Link href="/dashboard/settings">
<Button variant="outline">تنظیمات حساب</Button>
</Link>
<Button variant="outline" onClick={() => signOut()}>
خروج
</Button>
</div>
</div>
{(meError || ctxError) && (
<p className="mt-6 rounded-lg bg-red-50 px-4 py-3 text-sm text-red-600">
{meError || ctxError}
</p>
)}
{loadingCtx ? (
<p className="mt-8 text-sm text-gray-500">در حال بارگذاری workspace...</p>
) : ctx ? (
<div className="mt-8 space-y-8">
<section className="rounded-2xl border border-gray-100 bg-white p-6 shadow-sm">
<div className="flex flex-wrap items-center justify-between gap-3">
<div>
<h2 className="text-xl font-bold text-secondary">{ctx.tenant.name}</h2>
<p dir="ltr" className="mt-1 font-mono text-sm text-gray-500">
{ctx.primary_domain || ctx.tenant.slug}
</p>
</div>
<Badge variant={ctx.tenant.status === "active" ? "primary" : "default"}>
{STATUS_LABELS[ctx.tenant.status] || ctx.tenant.status}
</Badge>
</div>
<dl className="mt-6 grid grid-cols-1 gap-4 text-sm sm:grid-cols-2 lg:grid-cols-4">
<div className="rounded-xl bg-gray-50 p-4">
<dt className="text-xs text-gray-500">پلن فعلی</dt>
<dd className="mt-1 font-semibold text-secondary">
{ctx.plan_name || "—"}
</dd>
</div>
<div className="rounded-xl bg-gray-50 p-4">
<dt className="text-xs text-gray-500">وضعیت اشتراک</dt>
<dd className="mt-1 font-semibold text-secondary">
{ctx.subscription_status || "—"}
</dd>
</div>
<div className="rounded-xl bg-gray-50 p-4">
<dt className="text-xs text-gray-500">نقش شما</dt>
<dd className="mt-1 font-semibold text-secondary">
{(ctx.role && ROLE_LABELS[ctx.role]) || ctx.role || "—"}
</dd>
</div>
<div className="rounded-xl bg-gray-50 p-4">
<dt className="text-xs text-gray-500">وضعیت onboarding</dt>
<dd className="mt-1 font-semibold text-secondary">
{ctx.tenant.onboarding_completed ? "تکمیل‌شده" : "ناتمام"}
</dd>
</div>
</dl>
{ctx.domains.length > 0 && (
<div className="mt-6">
<p className="text-xs font-medium text-gray-500">دامنه‌ها</p>
<div className="mt-2 flex flex-wrap gap-2">
{ctx.domains.map((d) => (
<Badge key={d.id} variant={d.is_verified ? "primary" : "default"}>
<span dir="ltr" className="font-mono">
{d.domain}
</span>
</Badge>
))}
</div>
</div>
)}
</section>
<section>
<SectionTitle title="ماژول‌ها" subtitle="دسترسی سریع به بخش‌های workspace" />
<div className="grid grid-cols-1 gap-4 sm:grid-cols-2 lg:grid-cols-4">
{QUICK_LINKS.map((link) => (
<div
key={link.title}
className="rounded-2xl border border-gray-100 bg-white p-5 shadow-sm"
>
<p className="font-semibold text-secondary">{link.title}</p>
<p className="mt-1 text-xs text-gray-500">{link.desc}</p>
</div>
))}
</div>
</section>
</div>
) : (
!ctxError && (
<p className="mt-8 text-sm text-gray-500">اطلاعات workspace در دسترس نیست.</p>
)
)}
</Container>
);
}
export default function DashboardPage() {
return (
<AuthGuard>
<DashboardContent />
</AuthGuard>
);
}
export { CommercialDashboardPage as default } from "@/modules/commercial/features/dashboard";

19
frontend/app/discover/page.tsx Normal file
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@ -0,0 +1,19 @@
"use client";
import { Suspense } from "react";
import { Container } from "@/components/ui";
import { CommercialDiscoverExperience } from "@/modules/commercial/features/discover";
export default function DiscoverPage() {
return (
<Suspense
fallback={
<Container className="py-24 text-center">
<p className="text-sm text-gray-500">در حال بارگذاری…</p>
</Container>
}
>
<CommercialDiscoverExperience />
</Suspense>
);
}

3
frontend/app/domains/page.tsx Normal file
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@ -0,0 +1,3 @@
"use client";
export { CommercialDomainsPage as default } from "@/modules/commercial/features/domains";

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