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