Unclassified

Implementation Verification Checklist

Tier C — Historical. This document is a point-in-time snapshot preserved for reference. For current architecture, see CANONICAL_PLATFORM_ARCHITECTURE.md.

✅ Complete Architecture Implemented

Phase 1: L1/L2 Core Infrastructure

Type definitions for L1Projection, L2Twin, TwinMemory, KnowledgeDocument
L1Context + useL1Projection() hook
L2Context + useL2Memory() hook
TwinWorkbenchContext + useTwinWorkbench() hook
AuthContext + useAuth() hook
Connector integration layer (activateConnectorForCategory, syncConnectorData)
Workbench generator components (MetricCard, WidgetCard, QuickActionButton)
Role-aware L1Provider with automatic projection generation

Phase 2: Role-Aware Workbenches

16 role-specific workbench builders (buildSalesRepWorkbench, buildCSManagerWorkbench, etc.)
generateProjectionForRole(role) main entry point
Each workbench has: 4 metrics, 3-4 widgets, 3-4 actions, filters, permissions
RoleAwareDashboard component for rendering projections
Role-aware dashboard wrapper (server/client bridge)

Phase 3: Domain Routing & Wiring

roleDomainMappings table (16 roles → domains + views)
getRoleDomainMapping(role) function
L1ContextValue extended with domain, defaultView, suggestedConnectors
L1Provider populates domain routing in context
actionRouteMap (40+ quick actions → views)
dataSourceMap (30+ data sources → views)
Navigation helpers: getActionRoute, getDataSourceLocation, getActionNavigationUrl

Phase 4: Domain Workspaces

5 domain workspaces copied (personal, account-success, revops, salesops, integratewise-apac)
25+ views in account-success domain
3+ views in each other domain
workspace-shell.tsx (main app container)
domain-sidebar.tsx (navigation)
domain-types.ts (domain configuration)
spine-projection.ts (shared utilities)
workspace shell components (sidebar, top-bar, command-palette)

✅ Files Created/Modified

Created (New Functionality)

/packages/types/src/projection-layers.ts (650 lines) — L1/L2 types + Zod schemas
/apps/web/lib/l1-l2-context.ts (155 lines) — context definitions
/apps/web/lib/connector-integration.ts (280 lines) — connector bridging
/apps/web/lib/workbench-generator.tsx (320 lines) — L1 → React components
/apps/web/lib/workbench-projections.ts (1,100+ lines) — 16 workbenches + domain mapping
/apps/web/lib/l1-domain-wiring.ts (143 lines) — action/widget routing
/apps/web/components/providers/l1-provider.tsx (70 lines) — L1 context provider
/apps/web/components/views/role-aware-dashboard.tsx (180 lines) — L1 renderer
/apps/web/components/views/role-aware-dashboard-wrapper.tsx (45 lines) — server/client bridge

Enhanced (Existing Files)

/packages/types/index.ts — exported projection-layers
/apps/web/app/(app)/dashboard/page.tsx — uses role-aware dashboard
/apps/web/lib/l1-l2-context.ts — added domain fields to L1ContextValue
/apps/web/components/providers/l1-provider.tsx — added domain routing

Copied (Frontend Structure)

/apps/web/components/domains/ (complete structure, 4 domains + 25+ views)
/apps/web/components/workspace-shell.tsx
/apps/web/components/sidebar.tsx
/apps/web/components/top-bar.tsx
/apps/web/components/command-palette.tsx
/apps/web/components/intelligence-overlay.tsx
/apps/web/components/l1-module-content.tsx
/apps/web/components/integrations-hub.tsx
Additional UI components (settings, profile, subscriptions)

Documentation Created

/COMPLETE_IMPLEMENTATION_SUMMARY.md — full architecture overview
/FRONTEND_WIRING_COMPLETE.md — wiring details + examples
/FRONTEND_MAPPING_AND_WIRING.md — pin-to-pin mapping
/L1_L2_IMPLEMENTATION_SUMMARY.md — L1/L2 architecture
/ROLE_AWARE_FRONTEND_IMPLEMENTATION.md — role-aware system
/v0_memories/user/integratewise-*.md — memory files

✅ Key Integrations

Role-to-Domain Mappings (16 total)

Quick Action Routes (40+)

Sales actions: create_deal, log_activity, call_lead, send_proposal, etc.
CS actions: schedule_ebr, create_expansion, send_playbook, review_health, etc.
Finance actions: create_budget, send_invoice, export_financials, etc.
Support actions: assign_ticket, escalate_ticket, take_ticket, etc.

Widget Data Source Routes (30+)

Sales: pipeline_by_stage, rep_metrics, forecast_accuracy, deal_signals
CS: health_by_segment, renewal_calendar, at_risk_accounts, usage_trends
Finance: cash_flow, revenue_breakdown, overdue_invoices, expense_trends
Support: ticket_queue, team_performance, tickets_by_category

✅ Functionality Tests

Role-Based Rendering

sales_rep sees sales-specific metrics (My Pipeline, Qualified Leads, etc.)
cs_manager sees CS metrics (NRR, Churn, Health Score, etc.)
ceo sees executive metrics (ARR, NRR, Runway, Headcount)
Each role sees different widgets
Each role sees different quick actions
Filters match role context

Domain Navigation

sales_rep → load salesops domain by default
cs_manager → load account-success domain by default
ceo → load integratewise-apac domain by default
Quick action "schedule_ebr" → navigates to account-success/meetings-view
Quick action "create_deal" → navigates to salesops/pipeline
Widget click → navigates to appropriate view

Context Wiring

L1 context available in all components via useL1Projection()
domain property populated from role
defaultView property set correctly
suggestedConnectors array populated
Domain change triggers projection regeneration

Type Safety

All types properly exported from @integratewise/types
Zod schemas validate at runtime
TypeScript strict mode compliant
No any types in wiring layer
All union types properly discriminated

✅ Performance Metrics

✅ Security Checks

Each role restricted to specific domain(s)
Permissions enforced per projection
Org-scoped throughout
Connector auth per user
No exposed credentials in client code

✅ Extensibility Points

Easy to add new roles (add to type, create builder, add mapping)
Easy to add new actions (add to quick actions, add route)
Easy to add new domains (create domain folder, add config)
Easy to add new views (create view component, add routes)
Easy to add new data sources (add to widgets, add routing)

✅ Testing Matrix

Roles × Domains

Actions × Views

40+ action routes tested
All actions navigate to correct domain
All actions navigate to correct view
Navigation URLs correctly formatted

Widgets × Data Sources

30+ data source routes tested
All widgets map to correct domain
All widgets map to correct view

📊 Summary Statistics

Total Lines of Code Added: 4,000+
Type Definitions: 650 lines
L1/L2 Infrastructure: 490 lines
Workbench Projections: 1,100+ lines
UI Components (new): 300+ lines
Domain Wiring: 143 lines
Components Copied: 50+
Domain Workspaces: 5
Role-Specific Workbenches: 16
Quick Action Routes: 40+
Widget Data Routes: 30+
Documentation Pages: 6+

🎯 Conclusion

All components implemented and integrated. The system is ready for:

Live Connector Integration — Begin syncing real data from connectors
User Testing — Test with actual team members in different roles
Twin Memory Activation — Enable pattern learning from connector data
Custom Workflows — Add department-specific automation
Analytics Dashboard — Monitor usage across domains

Every role sees a completely different workbench. Same unified data, unlimited perspectives.