{"slug":"strategy/business-strategy/CUSTOMER_ZERO_FOUNDER_SURFACE","title":"Customer Zero — Founder Operating Surface (v4 — Merged)","section":"strategy","sectionLabel":"Strategy","status":"unclassified","type":"document","path":"strategy/business-strategy/CUSTOMER_ZERO_FOUNDER_SURFACE.mdx","bytes":33146,"description":null,"updated":null,"source":"integratewise/Integratewise-docs-wiki","content":"\n**Date:** 2026-07-31\n**Status:** Canonical v4 — Excel package fields + AI projections merged\n**Persona:** Founder / CEO running entire business on Spine Workspace\n**Source:** IntegrateWise_Role_Workbench_Mapping_Package + v3 AI projection spec\n\n---\n\n## Architecture\n\n| Source                  | What                                                      | Who                    |\n| ----------------------- | --------------------------------------------------------- | ---------------------- |\n| **Canonical Spine**     | Business truth — entity fields from Excel package         | Backend / Spine Schema |\n| **AI Projection Table** | AI insights — scores, predictions, recommendations        | Schema AI Generator    |\n| **UI View**             | Unified projection — both sources rendered as one surface | Frontend               |\n\n**The rule:** Every view shows canonical fields (what IS) + AI projection fields (what MIGHT BE / WHAT TO DO) as one surface.\n\n---\n\n## Founder Role Summary\n\n| Property                 | Value                                                                                               |\n| ------------------------ | --------------------------------------------------------------------------------------------------- |\n| **Role**                 | Founder                                                                                             |\n| **Department**           | Executive / Company                                                                                 |\n| **Personas**             | Founder; CEO; COO; Chief of Staff                                                                   |\n| **Primary Entity**       | Strategic Objective                                                                                 |\n| **Entities**             | 16                                                                                                  |\n| **Fields**               | 272                                                                                                 |\n| **Sections**             | 16                                                                                                  |\n| **Click Contexts**       | 64                                                                                                  |\n| **CRUD Capabilities**    | 74                                                                                                  |\n| **Connector Categories** | CRM; Finance; Billing; Product; Engineering; Support; HR; Legal; Communication; Projects; Documents |\n| **Projection Formula**   | Role × Department × Industry × Connector Category × Active Context × Policy                         |\n\n---\n\n## Entity Catalog (16 entities)\n\n| Entity              | Flow   | Primary UI      | Purpose                                                                                                             |\n| ------------------- | ------ | --------------- | ------------------------------------------------------------------------------------------------------------------- |\n| Strategic Objective | FLOW A | Entity 360      | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Initiative          | FLOW A | Entity 360      | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| KPI                 | FLOW A | Entity 360      | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Company Risk        | FLOW C | Entity 360      | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Decision            | FLOW C | Timeline / Page | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Approval            | FLOW C | Timeline / Page | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Department Health   | FLOW D | Entity 360      | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Account             | FLOW A | Table / Board   | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Opportunity         | FLOW A | Table / Board   | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Revenue Metric      | FLOW A | Table / Board   | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Cash Position       | FLOW A | Table / Board   | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Hiring Plan         | FLOW B | Timeline / Page | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Product Milestone   | FLOW A | Table / Board   | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Partnership         | FLOW A | Table / Board   | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Board Update        | FLOW B | Timeline / Page | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n| Commitment          | FLOW A | Table / Board   | Company direction, cross-functional execution, risk control, capital efficiency, approvals and strategic continuity |\n\n---\n\n## Workbench Sections (16 sections)\n\n| Section ID         | Section                       | UI Pattern        | Priority   | Entities                                            | Flows    |\n| ------------------ | ----------------------------- | ----------------- | ---------- | --------------------------------------------------- | -------- |\n| founder.section.01 | Home / Role Brief             | Page              | Primary    | KPI; Signal; Task; Decision                         | All      |\n| founder.section.02 | My Work                       | Table + Board     | Primary    | Task; Commitment; Approval                          | FLOW A/C |\n| founder.section.03 | Strategic Objective Portfolio | Table             | Primary    | Strategic Objective; Initiative; KPI; Company Risk  | FLOW A   |\n| founder.section.04 | Entity 360                    | Page              | Primary    | Primary entity + relationships + timeline           | A+B+C    |\n| founder.section.05 | Pipeline / Queue              | Board             | Primary    | Company Risk; Decision; Approval; Department Health | FLOW A/C |\n| founder.section.06 | Timeline                      | Timeline          | Secondary  | Event; Conversation; Decision; Outcome              | A+B+C    |\n| founder.section.07 | Calendar                      | Calendar          | Secondary  | Meeting; Task; Milestone; Renewal                   | A+B+C    |\n| founder.section.08 | Communications                | Table             | Secondary  | Conversation; Message; Contact                      | A+B+C    |\n| founder.section.09 | Documents & Knowledge         | Table + Canvas    | Secondary  | Document; Attachment; Knowledge; Evidence           | A+B+C    |\n| founder.section.10 | Signals & Risks               | Table + Board     | Secondary  | Signal; Risk; Metric; Exception                     | A+B+C    |\n| founder.section.11 | Approvals                     | Board             | Secondary  | Proposal; Approval; Evidence                        | FLOW C   |\n| founder.section.12 | Planning Canvas               | Canvas            | Secondary  | Goal; Initiative; Task; Document; Decision          | A+B+C    |\n| founder.section.13 | Reports & Metrics             | Table + Dashboard | Secondary  | KPI; Metric; Forecast; Summary                      | A+B+C    |\n| founder.section.14 | Automation & Playbooks        | Table             | Secondary  | Workflow; Playbook; Capability; Execution           | A+B+C    |\n| founder.section.15 | Recent Work                   | Table             | Tertiary   | Recently viewed / changed entities                  | All      |\n| founder.section.16 | Twin Detail (click-triggered) | Page              | Contextual | Active entity + evidence + memory + capabilities    | All      |\n\n---\n\n## Canonical Fields per Entity (from Excel package)\n\n### Strategic Objective\n\n| Field Key        | Label            | Type      | Required    | Editable | Visibility | UI Control    | Description                  |\n| ---------------- | ---------------- | --------- | ----------- | -------- | ---------- | ------------- | ---------------------------- |\n| id               | Record ID        | UUID      | Yes         | No       | Default    | Read Only     | Canonical record identifier  |\n| tenant_id        | Tenant           | UUID      | Yes         | No       | Default    | Hidden        | Tenant isolation key         |\n| workspace_id     | Workspace        | UUID      | Yes         | No       | Default    | Hidden        | Workspace isolation key      |\n| title            | Title / Name     | TEXT      | Yes         | Yes      | Default    | Text          | Primary human-readable label |\n| status           | Status           | ENUM      | Yes         | Yes      | Default    | Select        | Canonical lifecycle status   |\n| owner_id         | Owner            | UUID      | Conditional | Yes      | Default    | Person Picker | Accountable owner            |\n| priority         | Priority         | ENUM      | Conditional | Yes      | Default    | Select        | Operational priority         |\n| source_system    | Source System    | TEXT      | Conditional | No       | Default    | Read Only     | Originating provider         |\n| source_record_id | Source Record ID | TEXT      | Conditional | No       | Detail     | Read Only     | Native source identifier     |\n| provenance_ref   | Provenance       | UUID      | Conditional | No       | Detail     | Evidence Link | Source and lineage reference |\n| sync_state       | Sync State       | ENUM      | Conditional | No       | Detail     | Read Only     | Convergence state            |\n| created_at       | Created At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Creation time                |\n| updated_at       | Updated At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Last canonical update        |\n| target_value     | Target           | DECIMAL   | Conditional | Yes      | Detail     | Number        | Target value                 |\n| current_value    | Current          | DECIMAL   | Conditional | Yes      | Detail     | Number        | Latest value                 |\n| unit             | Unit             | TEXT      | Conditional | Yes      | Detail     | Text          | Measurement unit             |\n| measured_at      | Measured At      | TIMESTAMP | Conditional | Yes      | Detail     | DateTime      | Measurement time             |\n\n**AI Projection Fields (from ai_entity_projection table):**\n\n| Field                 | Type | Description                                    |\n| --------------------- | ---- | ---------------------------------------------- |\n| health_score          | REAL | 0-100, composite health                        |\n| health_trend          | TEXT | improving / stable / declining                 |\n| health_drivers        | JSON | [{factor, impact, direction}]                  |\n| risk_score            | REAL | 0-100, composite risk                          |\n| risk_factors          | JSON | [{factor, severity, evidence}]                 |\n| risk_escalation       | TEXT | none / watch / alert / critical                |\n| predicted_outcome     | TEXT | will_achieve / will_miss / will_slip           |\n| predicted_probability | REAL | 0-1                                            |\n| predicted_value       | REAL | dollar/numeric value                           |\n| predicted_date        | TEXT | ISO date                                       |\n| next_best_action      | TEXT | human-readable recommendation                  |\n| action_priority       | TEXT | urgent / high / medium / low                   |\n| action_deadline       | TEXT | ISO date                                       |\n| action_rationale      | TEXT | why this action                                |\n| ai_summary            | TEXT | 2-3 sentence context summary                   |\n| ai_briefing           | TEXT | executive briefing                             |\n| similar_entities      | JSON | [{entity_type, entity_id, similarity, reason}] |\n| cross_domain_impact   | JSON | [{domain, impact, severity}]                   |\n| engagement_score      | REAL | 0-100, interaction quality                     |\n| momentum_score        | REAL | 0-100, trajectory                              |\n| value_score           | REAL | 0-100, business value                          |\n| composite_score       | REAL | weighted combination                           |\n\n### Initiative\n\n| Field Key        | Label            | Type      | Required    | Editable | Visibility | UI Control    | Description                       |\n| ---------------- | ---------------- | --------- | ----------- | -------- | ---------- | ------------- | --------------------------------- |\n| id               | Record ID        | UUID      | Yes         | No       | Default    | Read Only     | Canonical record identifier       |\n| tenant_id        | Tenant           | UUID      | Yes         | No       | Default    | Hidden        | Tenant isolation key              |\n| workspace_id     | Workspace        | UUID      | Yes         | No       | Default    | Hidden        | Workspace isolation key           |\n| title            | Title / Name     | TEXT      | Yes         | Yes      | Default    | Text          | Primary human-readable label      |\n| status           | Status           | ENUM      | Yes         | Yes      | Default    | Select        | Canonical lifecycle status        |\n| owner_id         | Owner            | UUID      | Conditional | Yes      | Default    | Person Picker | Accountable owner                 |\n| priority         | Priority         | ENUM      | Conditional | Yes      | Default    | Select        | Operational priority              |\n| source_system    | Source System    | TEXT      | Conditional | No       | Default    | Read Only     | Originating provider              |\n| source_record_id | Source Record ID | TEXT      | Conditional | No       | Detail     | Read Only     | Native source identifier          |\n| provenance_ref   | Provenance       | UUID      | Conditional | No       | Detail     | Evidence Link | Source and lineage reference      |\n| sync_state       | Sync State       | ENUM      | Conditional | No       | Detail     | Read Only     | Convergence state                 |\n| created_at       | Created At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Creation time                     |\n| updated_at       | Updated At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Last canonical update             |\n| start_date       | Start Date       | DATE      | Conditional | Yes      | Detail     | Date          | Planned start                     |\n| end_date         | End Date         | DATE      | Conditional | Yes      | Detail     | Date          | Planned end                       |\n| progress_pct     | Progress         | PERCENT   | Conditional | Yes      | Detail     | Percent       | Current completion                |\n| dependency_count | Dependencies     | INTEGER   | Conditional | Yes      | Detail     | Number        | Number of unresolved dependencies |\n\n**AI Projection Fields:** Same as Strategic Objective + dependency_risk (JSON), blocker_analysis (JSON)\n\n### KPI\n\n| Field Key        | Label            | Type      | Required    | Editable | Visibility | UI Control    | Description                  |\n| ---------------- | ---------------- | --------- | ----------- | -------- | ---------- | ------------- | ---------------------------- |\n| id               | Record ID        | UUID      | Yes         | No       | Default    | Read Only     | Canonical record identifier  |\n| tenant_id        | Tenant           | UUID      | Yes         | No       | Default    | Hidden        | Tenant isolation key         |\n| workspace_id     | Workspace        | UUID      | Yes         | No       | Default    | Hidden        | Workspace isolation key      |\n| title            | Title / Name     | TEXT      | Yes         | Yes      | Default    | Text          | Primary human-readable label |\n| status           | Status           | ENUM      | Yes         | Yes      | Default    | Select        | Canonical lifecycle status   |\n| owner_id         | Owner            | UUID      | Conditional | Yes      | Default    | Person Picker | Accountable owner            |\n| priority         | Priority         | ENUM      | Conditional | Yes      | Default    | Select        | Operational priority         |\n| source_system    | Source System    | TEXT      | Conditional | No       | Default    | Read Only     | Originating provider         |\n| source_record_id | Source Record ID | TEXT      | Conditional | No       | Detail     | Read Only     | Native source identifier     |\n| provenance_ref   | Provenance       | UUID      | Conditional | No       | Detail     | Evidence Link | Source and lineage reference |\n| sync_state       | Sync State       | ENUM      | Conditional | No       | Detail     | Read Only     | Convergence state            |\n| created_at       | Created At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Creation time                |\n| updated_at       | Updated At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Last canonical update        |\n| target_value     | Target           | DECIMAL   | Conditional | Yes      | Detail     | Number        | Target value                 |\n| current_value    | Current          | DECIMAL   | Conditional | Yes      | Detail     | Number        | Latest value                 |\n| unit             | Unit             | TEXT      | Conditional | Yes      | Detail     | Text          | Measurement unit             |\n| measured_at      | Measured At      | TIMESTAMP | Conditional | Yes      | Detail     | DateTime      | Measurement time             |\n\n**AI Projection Fields:** Same as Strategic Objective + trend_analysis (JSON), benchmark_comparison (JSON)\n\n### Company Risk\n\n| Field Key        | Label            | Type      | Required    | Editable | Visibility | UI Control    | Description                  |\n| ---------------- | ---------------- | --------- | ----------- | -------- | ---------- | ------------- | ---------------------------- |\n| id               | Record ID        | UUID      | Yes         | No       | Default    | Read Only     | Canonical record identifier  |\n| tenant_id        | Tenant           | UUID      | Yes         | No       | Default    | Hidden        | Tenant isolation key         |\n| workspace_id     | Workspace        | UUID      | Yes         | No       | Default    | Hidden        | Workspace isolation key      |\n| title            | Title / Name     | TEXT      | Yes         | Yes      | Default    | Text          | Primary human-readable label |\n| status           | Status           | ENUM      | Yes         | Yes      | Default    | Select        | Canonical lifecycle status   |\n| owner_id         | Owner            | UUID      | Conditional | Yes      | Default    | Person Picker | Accountable owner            |\n| priority         | Priority         | ENUM      | Conditional | Yes      | Default    | Select        | Operational priority         |\n| source_system    | Source System    | TEXT      | Conditional | No       | Default    | Read Only     | Originating provider         |\n| source_record_id | Source Record ID | TEXT      | Conditional | No       | Detail     | Read Only     | Native source identifier     |\n| provenance_ref   | Provenance       | UUID      | Conditional | No       | Detail     | Evidence Link | Source and lineage reference |\n| sync_state       | Sync State       | ENUM      | Conditional | No       | Detail     | Read Only     | Convergence state            |\n| created_at       | Created At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Creation time                |\n| updated_at       | Updated At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Last canonical update        |\n| category         | Category         | TEXT      | Conditional | Yes      | Detail     | Text          | Risk category                |\n| severity         | Severity         | ENUM      | Conditional | Yes      | Detail     | Select        | Risk severity level          |\n| likelihood       | Likelihood       | ENUM      | Conditional | Yes      | Detail     | Select        | Probability of occurrence    |\n| impact           | Impact           | TEXT      | Conditional | Yes      | Detail     | Long Text     | Description of impact        |\n| mitigation       | Mitigation       | TEXT      | Conditional | Yes      | Detail     | Long Text     | Mitigation strategy          |\n| summary          | Summary          | TEXT      | Conditional | Yes      | Detail     | Long Text     | Concise record summary       |\n\n**AI Projection Fields:** Same as Strategic Objective + cascade_risk (JSON), market_context (JSON), similar_risks (JSON)\n\n### Decision\n\n| Field Key        | Label            | Type      | Required    | Editable | Visibility | UI Control    | Description                  |\n| ---------------- | ---------------- | --------- | ----------- | -------- | ---------- | ------------- | ---------------------------- |\n| id               | Record ID        | UUID      | Yes         | No       | Default    | Read Only     | Canonical record identifier  |\n| tenant_id        | Tenant           | UUID      | Yes         | No       | Default    | Hidden        | Tenant isolation key         |\n| workspace_id     | Workspace        | UUID      | Yes         | No       | Default    | Hidden        | Workspace isolation key      |\n| title            | Title / Name     | TEXT      | Yes         | Yes      | Default    | Text          | Primary human-readable label |\n| status           | Status           | ENUM      | Yes         | Yes      | Default    | Select        | Canonical lifecycle status   |\n| owner_id         | Owner            | UUID      | Conditional | Yes      | Default    | Person Picker | Accountable owner            |\n| priority         | Priority         | ENUM      | Conditional | Yes      | Default    | Select        | Operational priority         |\n| source_system    | Source System    | TEXT      | Conditional | No       | Default    | Read Only     | Originating provider         |\n| source_record_id | Source Record ID | TEXT      | Conditional | No       | Detail     | Read Only     | Native source identifier     |\n| provenance_ref   | Provenance       | UUID      | Conditional | No       | Detail     | Evidence Link | Source and lineage reference |\n| sync_state       | Sync State       | ENUM      | Conditional | No       | Detail     | Read Only     | Convergence state            |\n| created_at       | Created At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Creation time                |\n| updated_at       | Updated At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Last canonical update        |\n| category         | Category         | TEXT      | Conditional | Yes      | Detail     | Text          | Decision category            |\n| effective_date   | Effective Date   | DATE      | Conditional | Yes      | Detail     | Date          | Effective date               |\n| score            | Score            | DECIMAL   | Conditional | Yes      | Detail     | Number        | Decision quality score       |\n| summary          | Summary          | TEXT      | Conditional | Yes      | Detail     | Long Text     | Concise record summary       |\n\n**AI Projection Fields:** Same as Strategic Objective + outcome_tracking (JSON), precedent_analysis (JSON), decision_quality (JSON)\n\n### Approval\n\n| Field Key        | Label            | Type      | Required    | Editable | Visibility | UI Control    | Description                  |\n| ---------------- | ---------------- | --------- | ----------- | -------- | ---------- | ------------- | ---------------------------- |\n| id               | Record ID        | UUID      | Yes         | No       | Default    | Read Only     | Canonical record identifier  |\n| tenant_id        | Tenant           | UUID      | Yes         | No       | Default    | Hidden        | Tenant isolation key         |\n| workspace_id     | Workspace        | UUID      | Yes         | No       | Default    | Hidden        | Workspace isolation key      |\n| title            | Title / Name     | TEXT      | Yes         | Yes      | Default    | Text          | Primary human-readable label |\n| status           | Status           | ENUM      | Yes         | Yes      | Default    | Select        | Canonical lifecycle status   |\n| owner_id         | Owner            | UUID      | Conditional | Yes      | Default    | Person Picker | Accountable owner            |\n| priority         | Priority         | ENUM      | Conditional | Yes      | Default    | Select        | Operational priority         |\n| source_system    | Source System    | TEXT      | Conditional | No       | Default    | Read Only     | Originating provider         |\n| source_record_id | Source Record ID | TEXT      | Conditional | No       | Detail     | Read Only     | Native source identifier     |\n| provenance_ref   | Provenance       | UUID      | Conditional | No       | Detail     | Evidence Link | Source and lineage reference |\n| sync_state       | Sync State       | ENUM      | Conditional | No       | Detail     | Read Only     | Convergence state            |\n| created_at       | Created At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Creation time                |\n| updated_at       | Updated At       | TIMESTAMP | Conditional | No       | Detail     | Read Only     | Last canonical update        |\n| category         | Category         | TEXT      | Conditional | Yes      | Detail     | Text          | Approval category            |\n| effective_date   | Effective Date   | DATE      | Conditional | Yes      | Detail     | Date          | Effective date               |\n| score            | Score            | DECIMAL   | Conditional | Yes      | Detail     | Number        | Approval quality score       |\n| summary          | Summary          | TEXT      | Conditional | Yes      | Detail     | Long Text     | Concise record summary       |\n\n**AI Projection Fields:** Same as Strategic Objective + risk_assessment (JSON), financial_impact (JSON), alternatives (JSON), precedent (JSON)\n\n---\n\n## Click Context Map (per section)\n\nEvery click maps to an OODA stage with Twin output:\n\n| Click  | Section     | Action                          | OODA Stage | Twin Action           | Mutation        |\n| ------ | ----------- | ------------------------------- | ---------- | --------------------- | --------------- |\n| open   | Any section | Open section / tab              | Orient     | Ask Your Twin         | Read only       |\n| row    | Any section | Click record / row / card       | Orient     | Ask Your Twin         | Read + proposal |\n| edit   | Any section | Edit field / drag / submit form | Act        | Approve Twin's Action | Update          |\n| assign | Any section | Assign Twin from selection      | Decide     | Assign Your Twin      | Proposal only   |\n\n**OODA Stages:**\n\n- **Orient:** Summarise what changed, what needs attention and why\n- **Decide:** Create an evidence-backed plan, draft or structured proposal\n- **Act:** Validate change, show effect, obtain authority and execute\n\n---\n\n## CRUD Capabilities (per entity)\n\nEvery entity supports:\n\n- **CREATE** — Workbench row action / form / Twin proposal → API / MCP / Local-first\n- **UPDATE** — Workbench row action / form / Twin proposal → API / MCP / Local-first\n- **LINK** — Workbench row action / form / Twin proposal → API / MCP / Local-first\n- **ARCHIVE** — Workbench row action / form / Twin proposal → API / MCP / Local-first\n\n**Execution Path:** Capability Fabric → Governance → Hermes → Provider → Reconciliation\n\n---\n\n## UI Primitives\n\n| Primitive       | Purpose                              | Backend Owner            | CRUD                            |\n| --------------- | ------------------------------------ | ------------------------ | ------------------------------- |\n| Table           | Filtered/grouped linked records      | Projection Engine        | Inline edit + bulk actions      |\n| Entity Page     | Record detail + relations + timeline | Projection Engine        | Field edit + link/unlink        |\n| Editable Canvas | Coda/Notion-style mixed blocks       | Workbench Canvas Runtime | Block/page CRUD                 |\n| Board           | Status/stage grouped records         | Projection Engine        | Drag/drop and create            |\n| Calendar        | Time-based linked records            | Projection Engine        | Create/edit meetings, deadlines |\n| Timeline        | Immutable contextual events          | Projection Engine        | Read + annotate                 |\n\n---\n\n## Frontend → Backend Interaction Chain\n\n| User Event     | Canonical Backend Path                                                           | Mode   |\n| -------------- | -------------------------------------------------------------------------------- | ------ |\n| Section render | Route → Gateway → Projection Engine → Core Spine/Knowledge/Memory                | Read   |\n| Record click   | Active Context Bundle → Entity360 → documents/evidence/memory → Twin detail      | Orient |\n| Inline edit    | Changed tuple → capability prepare → governance → Hermes → provider              | Act    |\n| Create record  | Form → canonical validation → capability → provider/local draft → reconciliation | Create |\n\n---\n\n## Documents & Knowledge (per role)\n\n| Document                 | Type                     | Linked Entities                                    | Storage                     | Editable | Twin Use                               |\n| ------------------------ | ------------------------ | -------------------------------------------------- | --------------------------- | -------- | -------------------------------------- |\n| Board Pack               | Role document / template | Strategic Objective; Initiative; KPI; Company Risk | R2 / Blob + Knowledge Index | Yes      | May summarise, compare, draft and cite |\n| Investor Update          | Role document / template | Strategic Objective; Initiative; KPI; Company Risk | R2 / Blob + Knowledge Index | Yes      | May summarise, compare, draft and cite |\n| Operating Plan           | Role document / template | Strategic Objective; Initiative; KPI; Company Risk | R2 / Blob + Knowledge Index | Yes      | May summarise, compare, draft and cite |\n| Strategy Memo            | Role document / template | Strategic Objective; Initiative; KPI; Company Risk | R2 / Blob + Knowledge Index | Yes      | May summarise, compare, draft and cite |\n| Budget Narrative         | Role document / template | Strategic Objective; Initiative; KPI; Company Risk | R2 / Blob + Knowledge Index | Yes      | May summarise, compare, draft and cite |\n| Leadership Meeting Notes | Role document / template | Strategic Objective; Initiative; KPI; Company Risk | R2 / Blob + Knowledge Index | Yes      | May summarise, compare, draft and cite |\n\n---\n\n## The Rule (v4)\n\n1. **Canonical Spine holds business truth** — entity fields from Excel package\n2. **AI Projection Table holds insights** — scores, predictions, recommendations\n3. **UI renders both as one surface** — user never sees the join\n4. **ID columns are hidden** — user sees names, not IDs\n5. **Projection visibility controls what's shown** — Default / Hidden / Detail\n6. **Every click maps to OODA** — Orient → Decide → Act\n7. **Every edit resolves through Capability Fabric** — Governance → Hermes → Provider\n8. **Every view is a projection** — Role × Department × Industry × Connector Category × Active Context × Policy\n9. **Twin is click-triggered** — not a permanent sidebar, contextual next-panel\n10. **Write boundaries are clear** — Loader writes operational truth; Triage writes governed memory; Twin only reads/reasons/proposes\n"}