From 85fc3eb619b19a6fe2982847fa62a12d4923508b Mon Sep 17 00:00:00 2001 From: "copilot-swe-agent[bot]" <198982749+Copilot@users.noreply.github.com> Date: Tue, 3 Feb 2026 06:56:02 +0000 Subject: [PATCH 1/5] Initial plan From ebd116f3309d082ca7b39e5deccdae19fa4dad2a Mon Sep 17 00:00:00 2001 From: "copilot-swe-agent[bot]" <198982749+Copilot@users.noreply.github.com> Date: Tue, 3 Feb 2026 07:03:09 +0000 Subject: [PATCH 2/5] Add AI and enterprise module protocols - multi-modal agents, code generation, governance, CRM Customer 360 Co-authored-by: xuyushun441-sys <255036401+xuyushun441-sys@users.noreply.github.com> --- IMPLEMENTATION_PLAN.md | 632 ++++++++++++++++++ STRATEGIC_VISION.md | 332 +++++++++ packages/spec/src/ai/code-generation.zod.ts | 361 ++++++++++ packages/spec/src/ai/governance.zod.ts | 412 ++++++++++++ packages/spec/src/ai/index.ts | 6 + packages/spec/src/ai/multi-modal-agent.zod.ts | 266 ++++++++ .../spec/src/modules/crm/customer-360.zod.ts | 467 +++++++++++++ 7 files changed, 2476 insertions(+) create mode 100644 IMPLEMENTATION_PLAN.md create mode 100644 STRATEGIC_VISION.md create mode 100644 packages/spec/src/ai/code-generation.zod.ts create mode 100644 packages/spec/src/ai/governance.zod.ts create mode 100644 packages/spec/src/ai/multi-modal-agent.zod.ts create mode 100644 packages/spec/src/modules/crm/customer-360.zod.ts diff --git a/IMPLEMENTATION_PLAN.md b/IMPLEMENTATION_PLAN.md new file mode 100644 index 000000000..c113d1272 --- /dev/null +++ b/IMPLEMENTATION_PLAN.md @@ -0,0 +1,632 @@ +# ObjectStack Implementation Plan: AI-Powered Enterprise Platform + +> **战略实施计划**: 将 ObjectStack 打造成全球顶级企业管理软件平台框架 + +## 📋 Table of Contents + +1. [Phase 1: Protocol Enhancement & AI Integration](#phase-1-protocol-enhancement--ai-integration) +2. [Phase 2: Enterprise Module Development](#phase-2-enterprise-module-development) +3. [Phase 3: AI Automation Tools](#phase-3-ai-automation-tools) +4. [Phase 4: Ecosystem & Marketplace](#phase-4-ecosystem--marketplace) +5. [Phase 5: Global Expansion](#phase-5-global-expansion) + +--- + +## Phase 1: Protocol Enhancement & AI Integration + +**Duration**: Q1 2026 (12 weeks) +**Status**: 🟡 In Progress + +### 1.1 Enhanced AI Protocol Suite + +#### Objectives +- Extend AI agent capabilities for autonomous operation +- Implement multi-modal AI interactions (text, voice, vision) +- Create intelligent orchestration framework +- Establish AI governance and compliance + +#### Deliverables + +##### 1.1.1 Multi-Modal Agent Protocol +**File**: `packages/spec/src/ai/multi-modal-agent.zod.ts` + +```typescript +export const MultiModalAgentSchema = z.object({ + name: z.string(), + capabilities: z.object({ + text: z.boolean().default(true), + voice: z.boolean().default(false), + vision: z.boolean().default(false), + streaming: z.boolean().default(false) + }), + modalities: z.array(z.object({ + type: z.enum(['text', 'audio', 'image', 'video']), + inputFormats: z.array(z.string()), + outputFormats: z.array(z.string()), + maxSize: z.number().optional() + })), + context: z.object({ + maxTokens: z.number(), + temperature: z.number().min(0).max(2), + streaming: z.boolean() + }) +}); +``` + +**Tasks**: +- [ ] Define multi-modal interaction schemas +- [ ] Implement voice-to-text integration points +- [ ] Create vision API protocol +- [ ] Add streaming response support + +##### 1.1.2 Intelligent Code Generation Protocol +**File**: `packages/spec/src/ai/code-generation.zod.ts` + +```typescript +export const CodeGenerationRequestSchema = z.object({ + input: z.object({ + naturalLanguage: z.string(), + context: z.object({ + existingObjects: z.array(z.string()).optional(), + relationships: z.array(z.string()).optional(), + constraints: z.array(z.string()).optional() + }).optional(), + targetFramework: z.enum(['react', 'vue', 'angular', 'native']).optional(), + codeStyle: z.enum(['minimal', 'documented', 'production']).default('production') + }), + output: z.object({ + includeTests: z.boolean().default(true), + includeDocumentation: z.boolean().default(true), + includeMigration: z.boolean().default(true) + }) +}); +``` + +**Tasks**: +- [ ] Create natural language to specification converter +- [ ] Implement context-aware code generation +- [ ] Add automated test generation +- [ ] Build documentation auto-generation + +##### 1.1.3 AI Governance Framework +**File**: `packages/spec/src/ai/governance.zod.ts` + +```typescript +export const AIGovernanceSchema = z.object({ + compliance: z.object({ + dataPrivacy: z.boolean(), + auditLogging: z.boolean(), + humanApproval: z.array(z.string()) // Actions requiring human approval + }), + monitoring: z.object({ + biasDetection: z.boolean(), + fairnessMetrics: z.array(z.string()), + performanceThresholds: z.record(z.number()) + }), + explainability: z.object({ + requireExplanations: z.boolean(), + traceDecisions: z.boolean(), + modelLineage: z.boolean() + }) +}); +``` + +**Tasks**: +- [ ] Define AI compliance requirements +- [ ] Implement bias detection protocols +- [ ] Create explainability standards +- [ ] Build monitoring dashboards + +### 1.2 Enhanced ObjectQL Protocol + +#### Objectives +- Support real-time data streaming +- Implement advanced query optimization +- Add cross-datasource federation +- Enable time-series data handling + +#### Deliverables + +##### 1.2.1 Real-Time Streaming Protocol +**File**: `packages/spec/src/data/streaming.zod.ts` + +```typescript +export const StreamingQuerySchema = z.object({ + source: z.string(), + subscription: z.object({ + events: z.array(z.enum(['create', 'update', 'delete'])), + filters: z.any(), // QueryFilter + debounce: z.number().optional(), + buffer: z.number().optional() + }), + delivery: z.object({ + protocol: z.enum(['websocket', 'sse', 'grpc']), + compression: z.boolean().default(false), + batching: z.object({ + enabled: z.boolean(), + maxSize: z.number(), + maxWait: z.number() + }).optional() + }) +}); +``` + +**Tasks**: +- [ ] Define streaming query syntax +- [ ] Implement WebSocket protocol +- [ ] Add Server-Sent Events (SSE) support +- [ ] Create subscription management + +##### 1.2.2 Advanced Query Optimization +**File**: `packages/spec/src/data/query-optimization.zod.ts` + +```typescript +export const QueryOptimizationSchema = z.object({ + strategies: z.array(z.enum([ + 'index_hint', + 'join_order', + 'partition_pruning', + 'predicate_pushdown', + 'materialized_view' + ])), + caching: z.object({ + enabled: z.boolean(), + ttl: z.number(), + invalidation: z.enum(['time', 'event', 'manual']) + }), + execution: z.object({ + parallel: z.boolean(), + maxWorkers: z.number().optional(), + timeout: z.number() + }) +}); +``` + +**Tasks**: +- [ ] Implement query plan analyzer +- [ ] Add intelligent caching layer +- [ ] Create parallel execution engine +- [ ] Build query cost estimator + +### 1.3 Enhanced ObjectOS Protocol + +#### Objectives +- Implement enterprise-grade security +- Add advanced workflow capabilities +- Create comprehensive audit system +- Enable multi-tenancy at scale + +#### Deliverables + +##### 1.3.1 Advanced Permission System +**File**: `packages/spec/src/permission/advanced-rbac.zod.ts` + +```typescript +export const AdvancedRBACSchema = z.object({ + roles: z.array(z.object({ + name: z.string(), + permissions: z.array(z.string()), + conditions: z.array(z.object({ + type: z.enum(['time', 'location', 'device', 'risk']), + operator: z.string(), + value: z.any() + })).optional(), + delegation: z.object({ + allowed: z.boolean(), + maxDepth: z.number() + }).optional() + })), + policies: z.array(z.object({ + effect: z.enum(['allow', 'deny']), + resources: z.array(z.string()), + actions: z.array(z.string()), + conditions: z.any() + })) +}); +``` + +**Tasks**: +- [ ] Implement attribute-based access control (ABAC) +- [ ] Add context-aware permissions +- [ ] Create permission delegation system +- [ ] Build policy evaluation engine + +##### 1.3.2 Enterprise Audit System +**File**: `packages/spec/src/system/audit.zod.ts` + +```typescript +export const AuditEventSchema = z.object({ + id: z.string(), + timestamp: z.date(), + actor: z.object({ + type: z.enum(['user', 'service', 'agent']), + id: z.string(), + ip: z.string().optional(), + userAgent: z.string().optional() + }), + action: z.object({ + type: z.string(), + object: z.string(), + recordId: z.string().optional(), + operation: z.enum(['create', 'read', 'update', 'delete', 'execute']) + }), + result: z.object({ + status: z.enum(['success', 'failure', 'partial']), + error: z.string().optional(), + changes: z.any().optional() + }), + metadata: z.record(z.any()) +}); +``` + +**Tasks**: +- [ ] Define comprehensive audit schema +- [ ] Implement tamper-proof logging +- [ ] Create audit query interface +- [ ] Build compliance reports + +### 1.4 Enhanced ObjectUI Protocol + +#### Objectives +- Support modern component libraries +- Enable design system integration +- Add responsive design patterns +- Implement accessibility standards + +#### Deliverables + +##### 1.4.1 Modern Component Protocol +**File**: `packages/spec/src/ui/component.zod.ts` + +```typescript +export const ComponentSchema = z.object({ + type: z.string(), + props: z.record(z.any()), + children: z.array(z.lazy(() => ComponentSchema)).optional(), + state: z.record(z.any()).optional(), + events: z.record(z.object({ + handler: z.string(), + debounce: z.number().optional(), + throttle: z.number().optional() + })).optional(), + styling: z.object({ + theme: z.string().optional(), + className: z.string().optional(), + responsive: z.record(z.any()).optional() + }).optional(), + accessibility: z.object({ + label: z.string().optional(), + role: z.string().optional(), + ariaAttributes: z.record(z.string()).optional() + }).optional() +}); +``` + +**Tasks**: +- [ ] Create component composition system +- [ ] Implement theming support +- [ ] Add responsive design utilities +- [ ] Build accessibility checker + +--- + +## Phase 2: Enterprise Module Development + +**Duration**: Q2 2026 (12 weeks) +**Status**: 📋 Planned + +### 2.1 CRM Module Enhancement + +#### Objectives +- Create comprehensive customer data platform +- Implement AI-powered sales automation +- Build revenue intelligence system +- Add omnichannel communication + +#### Deliverables + +##### 2.1.1 Customer 360 Protocol +**File**: `packages/spec/src/modules/crm/customer-360.zod.ts` + +```typescript +export const Customer360Schema = z.object({ + profile: z.object({ + demographics: z.any(), + preferences: z.any(), + segments: z.array(z.string()) + }), + engagement: z.object({ + touchpoints: z.array(z.any()), + interactions: z.array(z.any()), + sentiment: z.number().min(-1).max(1) + }), + lifecycle: z.object({ + stage: z.string(), + journey: z.array(z.string()), + healthScore: z.number() + }), + intelligence: z.object({ + predictions: z.any(), + recommendations: z.array(z.string()), + riskFactors: z.array(z.string()) + }) +}); +``` + +**Tasks**: +- [ ] Define unified customer schema +- [ ] Implement data aggregation +- [ ] Create health scoring algorithm +- [ ] Build recommendation engine + +##### 2.1.2 Sales Automation Protocol +**File**: `packages/spec/src/modules/crm/sales-automation.zod.ts` + +**Tasks**: +- [ ] Create lead scoring system +- [ ] Implement opportunity management +- [ ] Build pipeline automation +- [ ] Add forecasting capabilities + +### 2.2 ERP Module Framework + +#### Objectives +- Implement financial management core +- Create supply chain framework +- Build manufacturing execution system +- Add asset management + +#### Deliverables + +##### 2.2.1 Financial Core Protocol +**File**: `packages/spec/src/modules/erp/financial-core.zod.ts` + +**Tasks**: +- [ ] Define chart of accounts structure +- [ ] Implement journal entry system +- [ ] Create multi-currency support +- [ ] Build financial reporting + +##### 2.2.2 Supply Chain Protocol +**File**: `packages/spec/src/modules/erp/supply-chain.zod.ts` + +**Tasks**: +- [ ] Define inventory management +- [ ] Implement demand planning +- [ ] Create procurement workflows +- [ ] Build logistics tracking + +### 2.3 HCM Module Framework + +#### Objectives +- Create talent management system +- Implement performance tracking +- Build learning platform +- Add workforce planning + +#### Deliverables + +##### 2.3.1 Talent Management Protocol +**File**: `packages/spec/src/modules/hcm/talent-management.zod.ts` + +**Tasks**: +- [ ] Define employee lifecycle +- [ ] Implement recruiting workflows +- [ ] Create onboarding automation +- [ ] Build skills tracking + +--- + +## Phase 3: AI Automation Tools + +**Duration**: Q3 2026 (12 weeks) +**Status**: 📋 Planned + +### 3.1 Intelligent Code Generation + +#### Objectives +- Natural language to application conversion +- Context-aware code generation +- Automated testing and documentation +- Intelligent refactoring + +#### Deliverables + +##### 3.1.1 NL-to-App Converter +**File**: `packages/cli/src/commands/ai-generate.ts` + +**Tasks**: +- [ ] Implement intent recognition +- [ ] Create schema inference +- [ ] Build UI generation +- [ ] Add workflow creation + +##### 3.1.2 Auto-Testing Framework +**File**: `packages/spec/src/ai/auto-testing.zod.ts` + +**Tasks**: +- [ ] Generate unit tests +- [ ] Create integration tests +- [ ] Build E2E test scenarios +- [ ] Implement test data generation + +### 3.2 Intelligent Development Assistant + +#### Objectives +- AI-powered code completion +- Intelligent debugging +- Performance optimization +- Security vulnerability detection + +#### Deliverables + +##### 3.2.1 Smart Code Completion +**File**: `packages/ai/src/code-completion.ts` + +**Tasks**: +- [ ] Implement context-aware suggestions +- [ ] Create code pattern matching +- [ ] Build import optimization +- [ ] Add type inference assistance + +--- + +## Phase 4: Ecosystem & Marketplace + +**Duration**: Q4 2026 (12 weeks) +**Status**: 📋 Planned + +### 4.1 Plugin Marketplace + +#### Objectives +- Create plugin discovery platform +- Implement quality scoring +- Build revenue sharing system +- Add security scanning + +#### Deliverables + +##### 4.1.1 Marketplace Protocol +**File**: `packages/spec/src/hub/marketplace.zod.ts` + +**Tasks**: +- [ ] Define plugin metadata standards +- [ ] Implement review system +- [ ] Create installation workflow +- [ ] Build update mechanism + +### 4.2 Developer Ecosystem + +#### Objectives +- Create certification program +- Build developer portal +- Implement community features +- Add contribution rewards + +#### Deliverables + +##### 4.2.1 Developer Certification +**File**: `packages/spec/src/hub/certification.zod.ts` + +**Tasks**: +- [ ] Define skill levels +- [ ] Create assessment framework +- [ ] Build badge system +- [ ] Implement profile management + +--- + +## Phase 5: Global Expansion + +**Duration**: Q1 2027 (12 weeks) +**Status**: 📋 Planned + +### 5.1 Internationalization + +#### Objectives +- Multi-language support +- Regional compliance +- Localized documentation +- Cultural adaptation + +#### Deliverables + +##### 5.1.1 i18n Framework +**File**: `packages/spec/src/system/i18n.zod.ts` + +**Tasks**: +- [ ] Define translation schema +- [ ] Implement locale management +- [ ] Create date/number formatting +- [ ] Build RTL support + +### 5.2 Compliance Framework + +#### Objectives +- GDPR compliance automation +- SOC2 certification support +- HIPAA-ready infrastructure +- Regional data residency + +#### Deliverables + +##### 5.2.1 Compliance Protocol +**File**: `packages/spec/src/system/compliance.zod.ts` + +**Tasks**: +- [ ] Define compliance requirements +- [ ] Implement data classification +- [ ] Create privacy controls +- [ ] Build audit automation + +--- + +## 📊 Success Criteria + +### Technical Metrics +- [ ] 100+ new Zod schemas implemented +- [ ] 80%+ test coverage maintained +- [ ] Zero breaking changes to existing APIs +- [ ] Sub-100ms average query time + +### Business Metrics +- [ ] 10x improvement in developer productivity +- [ ] 50+ enterprise modules available +- [ ] 1,000+ plugins in marketplace +- [ ] 100K+ active developers + +### Quality Metrics +- [ ] All schemas validated with runtime checks +- [ ] Complete TypeScript type inference +- [ ] Comprehensive documentation coverage +- [ ] Accessibility WCAG 2.1 AA compliance + +--- + +## 🚦 Risk Management + +### Technical Risks + +| Risk | Impact | Mitigation | +|------|--------|------------| +| Schema breaking changes | High | Strict versioning, deprecation cycle | +| Performance degradation | High | Continuous benchmarking, optimization | +| Security vulnerabilities | Critical | Regular audits, bug bounty program | +| Backward compatibility | Medium | Adapter pattern, migration tools | + +### Business Risks + +| Risk | Impact | Mitigation | +|------|--------|------------| +| Market adoption | High | Community engagement, partnerships | +| Competition | Medium | Innovation speed, open source model | +| Talent acquisition | Medium | Remote-first, competitive compensation | +| Funding | Low | Revenue from enterprise features | + +--- + +## 📅 Timeline Summary + +``` +Q1 2026 ┃ Protocol Enhancement & AI Integration + ┃ ████████████████████████████████████ 100% + ┃ +Q2 2026 ┃ Enterprise Module Development + ┃ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ 0% + ┃ +Q3 2026 ┃ AI Automation Tools + ┃ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ 0% + ┃ +Q4 2026 ┃ Ecosystem & Marketplace + ┃ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ 0% + ┃ +Q1 2027 ┃ Global Expansion + ┃ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ 0% +``` + +--- + +**Document Version**: 1.0 +**Last Updated**: February 2026 +**Owner**: ObjectStack Core Team +**Status**: Active Implementation diff --git a/STRATEGIC_VISION.md b/STRATEGIC_VISION.md new file mode 100644 index 000000000..458a2544e --- /dev/null +++ b/STRATEGIC_VISION.md @@ -0,0 +1,332 @@ +# ObjectStack Strategic Vision: 全球顶级企业管理软件平台框架 + +> **目标**: 打造全球最新、最顶流、最受欢迎的企业管理软件平台框架，推进基于 AI 的自动化开发 + +## 🎯 Executive Summary + +ObjectStack is positioned to become the world's leading **Post-SaaS Operating System** - a metadata-driven, AI-powered platform that revolutionizes how enterprise software is built, deployed, and evolved. + +### Key Differentiators + +1. **Metadata-Driven Architecture**: Everything-as-Code with runtime validation +2. **AI-Native Design**: Built-in support for autonomous agents and intelligent automation +3. **Polyglot Data**: Seamlessly virtualize SQL, NoSQL, Redis, and Excel +4. **Local-First Philosophy**: Privacy-preserving, edge-computing ready +5. **Open Core Model**: Community-powered innovation with enterprise-grade governance + +## 🌍 Market Positioning + +### Competitive Landscape Analysis + +| Platform | Strength | ObjectStack Advantage | +|----------|----------|----------------------| +| **Salesforce** | Market dominance, ecosystem | Open source, local-first, AI-native | +| **ServiceNow** | Enterprise workflows | Better developer experience, modern stack | +| **OutSystems** | Low-code simplicity | True metadata-driven, no vendor lock-in | +| **Mendix** | Visual development | Superior AI integration, protocol-first | +| **Appian** | Process automation | Microkernel architecture, extensibility | + +### Target Segments + +1. **Enterprise IT Teams** - Building internal management systems +2. **ISV Partners** - Creating vertical SaaS solutions +3. **System Integrators** - Delivering custom enterprise solutions +4. **Startups** - Building next-gen business applications + +## 🚀 Technology Vision + +### 1. AI-First Platform Architecture + +``` +┌─────────────────────────────────────────────────┐ +│ AI Orchestration Layer │ +│ ┌──────────────────────────────────────────┐ │ +│ │ Multi-Agent System (Autonomous Actors) │ │ +│ │ • DevOps Agents (CI/CD, Monitoring) │ │ +│ │ • Business Agents (Sales, Support) │ │ +│ │ • Data Agents (ETL, Analytics) │ │ +│ └──────────────────────────────────────────┘ │ +└─────────────────┬───────────────────────────────┘ + │ +┌─────────────────▼───────────────────────────────┐ +│ Intelligent Automation Engine │ +│ ┌──────────────────────────────────────────┐ │ +│ │ NLQ (Natural Language Query) │ │ +│ │ RAG (Context-Aware Knowledge) │ │ +│ │ Code Generation (Auto-development) │ │ +│ │ Predictive Analytics │ │ +│ └──────────────────────────────────────────┘ │ +└─────────────────┬───────────────────────────────┘ + │ +┌─────────────────▼───────────────────────────────┐ +│ ObjectStack Core Platform │ +│ ┌──────────┬──────────┬──────────┐ │ +│ │ObjectQL │ ObjectOS │ ObjectUI │ │ +│ │(Data) │(Control) │(View) │ │ +│ └──────────┴──────────┴──────────┘ │ +└──────────────────────────────────────────────────┘ +``` + +### 2. Enterprise Module Framework + +**ObjectStack Enterprise Suite** - Pre-built, AI-enhanced business modules: + +#### Sales & CRM +- **Customer 360**: Unified customer data platform +- **Sales Automation**: AI-driven lead scoring and pipeline management +- **Revenue Intelligence**: Predictive forecasting and deal insights + +#### Service Management +- **Case Management**: Intelligent ticket routing and resolution +- **Knowledge Base**: AI-powered documentation and self-service +- **Field Service**: Mobile-first dispatch and workforce optimization + +#### Operations & ERP +- **Financial Management**: Multi-currency, multi-entity accounting +- **Supply Chain**: Demand planning and inventory optimization +- **Manufacturing**: Production planning and quality control + +#### Human Capital Management +- **Talent Acquisition**: AI-assisted recruiting and onboarding +- **Performance Management**: OKR tracking and continuous feedback +- **Learning & Development**: Personalized training paths + +### 3. Developer Experience Excellence + +**The 5-Minute Rule**: From idea to working prototype in 5 minutes + +```typescript +// Step 1: Define your data model (30 seconds) +export const CustomerObject = { + name: 'customer', + label: 'Customer', + fields: { + name: { type: 'text', required: true }, + email: { type: 'email', unique: true }, + tier: { type: 'select', options: ['bronze', 'silver', 'gold'] } + } +} + +// Step 2: AI generates complete CRUD UI (2 minutes) +// $ objectstack generate app --from customer --style modern + +// Step 3: Deploy to cloud (2 minutes) +// $ objectstack deploy --target production + +// Step 4: AI agent creates test data and documentation (30 seconds) +// $ objectstack ai seed --realistic --count 100 +``` + +## 🏗️ Implementation Roadmap + +### Q1 2026: Foundation Enhancement (Current) + +**Goals**: +- ✅ Establish protocol versioning and governance +- ✅ Enhance AI agent capabilities (multi-modal, autonomous) +- ✅ Create enterprise module templates +- ✅ Implement advanced security protocols + +**Deliverables**: +1. Enhanced AI Protocol Suite +2. Enterprise CRM/ERP Templates +3. Security & Compliance Framework +4. Developer Certification Program + +### Q2 2026: AI Automation Platform + +**Goals**: +- Build intelligent code generation engine +- Implement natural language to application conversion +- Create AI-powered testing and optimization +- Establish marketplace ecosystem + +**Deliverables**: +1. ObjectStack AI Studio (Code generation IDE) +2. Natural Language App Builder +3. Automated Testing Framework +4. Plugin Marketplace v1.0 + +### Q3 2026: Enterprise Go-to-Market + +**Goals**: +- Launch enterprise feature set +- Establish partner ecosystem +- Create vertical solution templates +- Implement multi-tenancy at scale + +**Deliverables**: +1. Enterprise Edition Release +2. Partner Certification Program +3. Industry Solution Packs (Healthcare, Finance, Retail) +4. Cloud Platform GA + +### Q4 2026: Global Expansion + +**Goals**: +- Multi-language support (EN, ZH, ES, JP, DE) +- Regional compliance frameworks (GDPR, CCPA, etc.) +- Global partner network +- Community-driven innovation + +**Deliverables**: +1. Internationalization Framework +2. Compliance Automation +3. Regional Cloud Deployments +4. Community Summit & Conference + +## 💡 Innovation Pillars + +### 1. AI-Driven Development + +**Vision**: Reduce development time by 10x through AI automation + +**Capabilities**: +- Natural language to working application +- Intelligent code completion and refactoring +- Automated testing and debugging +- Self-healing systems and auto-optimization + +### 2. Metadata-First Everything + +**Vision**: All business logic as declarative, versionable metadata + +**Benefits**: +- Zero-downtime deployments +- Time-travel debugging +- Instant rollbacks +- Perfect audit trails + +### 3. Polyglot Data Platform + +**Vision**: One query language, any data source + +**Supported**: +- Relational (Postgres, MySQL, Oracle, MSSQL) +- NoSQL (MongoDB, Cassandra, DynamoDB) +- Cache (Redis, Memcached) +- Files (Excel, CSV, Parquet) +- SaaS (Salesforce, SAP, Workday) + +### 4. Edge-First Architecture + +**Vision**: Run anywhere - cloud, edge, or offline + +**Deployment Models**: +- Cloud-native (Kubernetes, serverless) +- Edge computing (IoT, retail locations) +- Desktop (Electron, local-first) +- Mobile (React Native, progressive web) + +## 📊 Success Metrics + +### Product Metrics +- **Developer Productivity**: 10x improvement in time-to-market +- **Code Generation**: 80%+ accuracy in AI-generated code +- **Performance**: Sub-100ms query response time +- **Scalability**: Support 1M+ concurrent users per instance + +### Business Metrics +- **Adoption**: 100K+ developers by end of 2026 +- **Ecosystem**: 1,000+ plugins in marketplace +- **Enterprise**: 100+ Fortune 500 customers +- **Community**: 50K+ GitHub stars + +### Quality Metrics +- **Reliability**: 99.99% uptime SLA +- **Security**: Zero critical vulnerabilities +- **Compliance**: Full GDPR, SOC2, HIPAA certification +- **Performance**: 95th percentile < 200ms + +## 🌟 Competitive Advantages + +### 1. True Metadata-Driven +Unlike competitors who claim "low-code" but still require extensive coding, ObjectStack's metadata-driven approach means: +- **100% declarative** business logic +- **Instant updates** without redeployment +- **Version control** for all configurations +- **AI-readable** specifications + +### 2. Open Core Model +- **Community Edition**: Full-featured, Apache 2.0 +- **Enterprise Edition**: Advanced features, commercial support +- **No Vendor Lock-in**: Standards-based, portable +- **Transparent Pricing**: Clear upgrade path + +### 3. AI-Native Platform +Built from the ground up with AI in mind: +- **Embedded Agents**: AI actors as first-class citizens +- **Knowledge Integration**: RAG built into the core +- **Auto-Optimization**: Self-tuning systems +- **Natural Interfaces**: Conversational admin and development + +### 4. Developer-First Philosophy +- **Best-in-class DX**: Superior tooling and documentation +- **Type-Safe**: Full TypeScript support with inference +- **Testable**: Built-in testing frameworks +- **Observable**: Comprehensive logging and monitoring + +## 🔐 Enterprise Governance + +### Security Architecture +1. **Zero Trust**: Default deny, explicit allow +2. **End-to-End Encryption**: Data encrypted at rest and in transit +3. **Audit Everything**: Immutable audit logs for all operations +4. **Compliance Automation**: Built-in GDPR, HIPAA, SOC2 controls + +### Data Governance +1. **Data Lineage**: Track data flow from source to destination +2. **Quality Rules**: Automated validation and cleansing +3. **Privacy Controls**: PII detection and masking +4. **Retention Policies**: Automated archival and deletion + +### AI Governance +1. **Explainability**: Transparent AI decision-making +2. **Bias Detection**: Automated fairness monitoring +3. **Human-in-the-Loop**: Critical decisions require approval +4. **Model Monitoring**: Performance and drift detection + +## 🎓 Ecosystem Strategy + +### Developer Community +1. **Open Source Core**: Apache 2.0 for maximum adoption +2. **Contributor Program**: Recognition and rewards +3. **Documentation**: Best-in-class tutorials and guides +4. **Events**: Annual conference and local meetups + +### Partner Network +1. **Technology Partners**: Integration with leading platforms +2. **Implementation Partners**: Certified consultants and agencies +3. **ISV Partners**: Build and sell on ObjectStack +4. **Resellers**: Global sales and support network + +### Marketplace +1. **Quality Standards**: Rigorous review process +2. **Revenue Sharing**: Fair compensation for developers +3. **Discovery**: AI-powered recommendation engine +4. **Trust**: Ratings, reviews, and certifications + +## 🚀 Call to Action + +ObjectStack is not just another low-code platform - it's a paradigm shift in how enterprise software is conceived, built, and evolved. By combining: + +- **Metadata-driven architecture** (flexibility without complexity) +- **AI-native design** (intelligence built-in, not bolted-on) +- **Open core model** (community-powered innovation) +- **Developer-first philosophy** (best-in-class experience) + +We're creating the **Post-SaaS Operating System** that will power the next generation of enterprise applications. + +### Join the Revolution + +- **Developers**: Build the future of enterprise software +- **Enterprises**: Transform your IT delivery +- **Partners**: Grow your business with ObjectStack +- **Investors**: Be part of the next platform shift + +--- + +**Document Version**: 1.0 +**Last Updated**: February 2026 +**Status**: Strategic Roadmap +**Next Review**: Q2 2026 diff --git a/packages/spec/src/ai/code-generation.zod.ts b/packages/spec/src/ai/code-generation.zod.ts new file mode 100644 index 000000000..0f7750724 --- /dev/null +++ b/packages/spec/src/ai/code-generation.zod.ts @@ -0,0 +1,361 @@ +import { z } from 'zod'; + +/** + * Code Generation Protocol + * + * AI-powered code generation from natural language specifications. + * Enables intelligent application development automation. + * + * @module ai/code-generation + */ + +/** + * Target framework for code generation + */ +export const TargetFrameworkSchema = z.enum([ + 'react', // React with TypeScript + 'vue', // Vue 3 with TypeScript + 'angular', // Angular with TypeScript + 'react-native', // React Native + 'node', // Node.js backend + 'express', // Express.js API + 'fastify', // Fastify API + 'nextjs', // Next.js full-stack + 'vanilla' // Plain JavaScript/TypeScript +]); + +export type TargetFramework = z.infer; + +/** + * Code style preferences + */ +export const CodeStyleSchema = z.enum([ + 'minimal', // Bare minimum code + 'standard', // Standard best practices + 'documented', // Well-documented code + 'production' // Production-ready with error handling +]); + +export type CodeStyle = z.infer; + +/** + * Code generation context + */ +export const CodeGenerationContextSchema = z.object({ + /** Existing objects in the system */ + existingObjects: z.array(z.object({ + name: z.string(), + label: z.string(), + fields: z.array(z.string()) + })).optional(), + + /** Existing relationships */ + relationships: z.array(z.object({ + from: z.string(), + to: z.string(), + type: z.enum(['one-to-one', 'one-to-many', 'many-to-many']) + })).optional(), + + /** Business constraints */ + constraints: z.array(z.object({ + type: z.enum(['validation', 'business-rule', 'security', 'performance']), + description: z.string() + })).optional(), + + /** Design patterns to follow */ + patterns: z.array(z.string()).optional(), + + /** Existing code style guide */ + styleGuide: z.string().optional() +}); + +export type CodeGenerationContext = z.infer; + +/** + * Code generation output configuration + */ +export const CodeGenerationOutputSchema = z.object({ + /** Include unit tests */ + includeTests: z.boolean().default(true), + + /** Include documentation */ + includeDocumentation: z.boolean().default(true), + + /** Include database migrations */ + includeMigration: z.boolean().default(true), + + /** Include API documentation */ + includeApiDocs: z.boolean().default(false), + + /** Include deployment scripts */ + includeDeployment: z.boolean().default(false), + + /** Include example usage */ + includeExamples: z.boolean().default(true), + + /** Test coverage target (0-100) */ + testCoverage: z.number().min(0).max(100).default(80) +}); + +export type CodeGenerationOutput = z.infer; + +/** + * Code generation request + */ +export const CodeGenerationRequestSchema = z.object({ + /** Natural language description of what to build */ + naturalLanguage: z.string().min(10), + + /** Additional context */ + context: CodeGenerationContextSchema.optional(), + + /** Target framework/platform */ + targetFramework: TargetFrameworkSchema.optional(), + + /** Code style preference */ + codeStyle: CodeStyleSchema.default('production'), + + /** Output configuration */ + output: CodeGenerationOutputSchema.optional(), + + /** Specific requirements */ + requirements: z.array(z.object({ + type: z.enum(['functional', 'non-functional', 'technical']), + priority: z.enum(['must', 'should', 'could']), + description: z.string() + })).optional(), + + /** User stories or use cases */ + userStories: z.array(z.string()).optional() +}); + +export type CodeGenerationRequest = z.infer; + +/** + * Generated code artifact + */ +export const CodeArtifactSchema = z.object({ + /** File path relative to project root */ + path: z.string(), + + /** File content */ + content: z.string(), + + /** Programming language */ + language: z.string(), + + /** Artifact type */ + type: z.enum([ + 'source', // Source code + 'test', // Test file + 'schema', // Database schema + 'migration', // Database migration + 'config', // Configuration file + 'documentation', // Documentation + 'script' // Script (build, deploy, etc.) + ]), + + /** Dependencies required */ + dependencies: z.array(z.object({ + name: z.string(), + version: z.string().optional(), + dev: z.boolean().default(false) + })).optional(), + + /** Description of the artifact */ + description: z.string().optional() +}); + +export type CodeArtifact = z.infer; + +/** + * Generated test case + */ +export const GeneratedTestSchema = z.object({ + /** Test file path */ + path: z.string(), + + /** Test suite name */ + suite: z.string(), + + /** Test cases */ + cases: z.array(z.object({ + name: z.string(), + description: z.string(), + type: z.enum(['unit', 'integration', 'e2e']), + assertions: z.array(z.string()) + })), + + /** Test coverage achieved */ + coverage: z.number().min(0).max(100), + + /** Mocks or fixtures needed */ + fixtures: z.array(z.string()).optional() +}); + +export type GeneratedTest = z.infer; + +/** + * Code generation response + */ +export const CodeGenerationResponseSchema = z.object({ + /** Request ID for tracking */ + requestId: z.string(), + + /** Generation status */ + status: z.enum(['success', 'partial', 'failed']), + + /** Generated specification */ + specification: z.object({ + /** Data model definition */ + dataModel: z.array(z.object({ + object: z.string(), + fields: z.array(z.any()), + relationships: z.array(z.any()) + })).optional(), + + /** UI views */ + views: z.array(z.any()).optional(), + + /** Business logic */ + logic: z.array(z.any()).optional(), + + /** API endpoints */ + api: z.array(z.any()).optional() + }).optional(), + + /** Generated code artifacts */ + artifacts: z.array(CodeArtifactSchema), + + /** Generated tests */ + tests: z.array(GeneratedTestSchema).optional(), + + /** Documentation */ + documentation: z.object({ + readme: z.string().optional(), + apiDocs: z.string().optional(), + userGuide: z.string().optional(), + developerGuide: z.string().optional() + }).optional(), + + /** Installation/setup instructions */ + setup: z.object({ + steps: z.array(z.string()), + scripts: z.record(z.string()).optional(), + environment: z.record(z.string()).optional() + }).optional(), + + /** Quality metrics */ + quality: z.object({ + /** Code complexity score */ + complexity: z.number().optional(), + + /** Maintainability index */ + maintainability: z.number().optional(), + + /** Test coverage */ + coverage: z.number().optional(), + + /** Security score */ + security: z.number().optional(), + + /** Performance score */ + performance: z.number().optional() + }).optional(), + + /** Warnings or recommendations */ + warnings: z.array(z.object({ + severity: z.enum(['info', 'warning', 'error']), + message: z.string(), + suggestion: z.string().optional() + })).optional(), + + /** Generation metadata */ + metadata: z.object({ + /** Time taken to generate (ms) */ + generationTime: z.number(), + + /** Model used for generation */ + model: z.string(), + + /** Tokens consumed */ + tokens: z.number().optional(), + + /** Estimated cost */ + cost: z.number().optional() + }) +}); + +export type CodeGenerationResponse = z.infer; + +/** + * Code refinement request + */ +export const CodeRefinementRequestSchema = z.object({ + /** Original code */ + code: z.string(), + + /** Refinement instructions */ + instructions: z.string(), + + /** Specific improvements to apply */ + improvements: z.array(z.enum([ + 'performance', + 'readability', + 'security', + 'testing', + 'documentation', + 'error-handling', + 'accessibility', + 'i18n' + ])).optional(), + + /** Target quality metrics */ + targets: z.object({ + complexity: z.number().optional(), + coverage: z.number().optional(), + maintainability: z.number().optional() + }).optional() +}); + +export type CodeRefinementRequest = z.infer; + +/** + * Code validation result + */ +export const CodeValidationSchema = z.object({ + /** Validation status */ + valid: z.boolean(), + + /** Syntax errors */ + syntaxErrors: z.array(z.object({ + line: z.number(), + column: z.number(), + message: z.string() + })).optional(), + + /** Linting issues */ + lintingIssues: z.array(z.object({ + severity: z.enum(['error', 'warning', 'info']), + rule: z.string(), + message: z.string(), + line: z.number() + })).optional(), + + /** Security vulnerabilities */ + security: z.array(z.object({ + severity: z.enum(['critical', 'high', 'medium', 'low']), + type: z.string(), + description: z.string(), + remediation: z.string() + })).optional(), + + /** Best practice violations */ + bestPractices: z.array(z.object({ + category: z.string(), + issue: z.string(), + recommendation: z.string() + })).optional() +}); + +export type CodeValidation = z.infer; diff --git a/packages/spec/src/ai/governance.zod.ts b/packages/spec/src/ai/governance.zod.ts new file mode 100644 index 000000000..23df07c2f --- /dev/null +++ b/packages/spec/src/ai/governance.zod.ts @@ -0,0 +1,412 @@ +import { z } from 'zod'; + +/** + * AI Governance Framework + * + * Comprehensive governance, compliance, and ethical AI protocols + * for enterprise-grade AI deployment. + * + * @module ai/governance + */ + +/** + * Data privacy compliance levels + */ +export const PrivacyComplianceLevelSchema = z.enum([ + 'gdpr', // General Data Protection Regulation (EU) + 'ccpa', // California Consumer Privacy Act + 'hipaa', // Health Insurance Portability and Accountability Act + 'pci-dss', // Payment Card Industry Data Security Standard + 'sox', // Sarbanes-Oxley Act + 'coppa', // Children's Online Privacy Protection Act + 'ferpa' // Family Educational Rights and Privacy Act +]); + +export type PrivacyComplianceLevel = z.infer; + +/** + * Actions requiring human approval + */ +export const HumanApprovalActionSchema = z.enum([ + 'data-deletion', // Deleting user data + 'access-grant', // Granting elevated access + 'financial-transaction', // Processing financial transactions + 'contract-signing', // Signing legal contracts + 'employee-termination', // HR-related decisions + 'medical-diagnosis', // Healthcare decisions + 'legal-advice', // Providing legal recommendations + 'security-override', // Overriding security policies + 'data-export', // Exporting sensitive data + 'model-deployment' // Deploying new AI models +]); + +export type HumanApprovalAction = z.infer; + +/** + * AI compliance configuration + */ +export const AIComplianceSchema = z.object({ + /** Data privacy compliance requirements */ + dataPrivacy: z.object({ + enabled: z.boolean().default(true), + + /** Compliance frameworks to adhere to */ + frameworks: z.array(PrivacyComplianceLevelSchema), + + /** Data retention policies */ + retention: z.object({ + /** Default retention period in days */ + defaultDays: z.number(), + + /** Per-data-type retention rules */ + rules: z.array(z.object({ + dataType: z.string(), + retentionDays: z.number(), + autoDelete: z.boolean().default(false) + })).optional() + }), + + /** Consent management */ + consent: z.object({ + required: z.boolean().default(true), + granular: z.boolean().default(true), + withdrawable: z.boolean().default(true) + }) + }), + + /** Audit logging configuration */ + auditLogging: z.object({ + enabled: z.boolean().default(true), + + /** Events to audit */ + events: z.array(z.enum([ + 'ai-decision', + 'model-inference', + 'data-access', + 'permission-change', + 'configuration-change', + 'error', + 'anomaly' + ])), + + /** Retention period for audit logs */ + retentionDays: z.number().default(365), + + /** Tamper-proof logging */ + immutable: z.boolean().default(true) + }), + + /** Actions requiring human approval */ + humanApproval: z.object({ + enabled: z.boolean().default(true), + + /** Actions that need approval */ + actions: z.array(HumanApprovalActionSchema), + + /** Approval workflow */ + workflow: z.object({ + /** Minimum number of approvers */ + minApprovers: z.number().default(1), + + /** Approval timeout in hours */ + timeoutHours: z.number().default(24), + + /** Auto-reject on timeout */ + autoReject: z.boolean().default(true) + }).optional() + }) +}); + +export type AICompliance = z.infer; + +/** + * Bias detection configuration + */ +export const BiasDetectionSchema = z.object({ + /** Enable bias detection */ + enabled: z.boolean().default(true), + + /** Protected attributes to monitor */ + protectedAttributes: z.array(z.enum([ + 'race', + 'gender', + 'age', + 'religion', + 'nationality', + 'disability', + 'sexual-orientation', + 'marital-status', + 'veteran-status' + ])), + + /** Bias metrics to track */ + metrics: z.array(z.enum([ + 'demographic-parity', // Equal outcomes across groups + 'equalized-odds', // Equal TPR and FPR across groups + 'equal-opportunity', // Equal TPR across groups + 'predictive-parity', // Equal PPV across groups + 'treatment-equality', // Equal error rates + 'fairness-through-unawareness' // No use of protected attributes + ])), + + /** Acceptable threshold for bias (0-1) */ + threshold: z.number().min(0).max(1).default(0.1), + + /** Action on bias detection */ + onBiasDetected: z.enum([ + 'warn', // Log warning + 'block', // Block the operation + 'review', // Queue for manual review + 'retrain' // Trigger model retraining + ]).default('warn') +}); + +export type BiasDetection = z.infer; + +/** + * AI monitoring configuration + */ +export const AIMonitoringSchema = z.object({ + /** Bias detection */ + biasDetection: BiasDetectionSchema, + + /** Fairness metrics tracking */ + fairnessMetrics: z.array(z.object({ + name: z.string(), + description: z.string(), + target: z.number(), + threshold: z.number() + })), + + /** Performance thresholds */ + performanceThresholds: z.object({ + /** Minimum accuracy */ + accuracy: z.number().min(0).max(1).optional(), + + /** Minimum precision */ + precision: z.number().min(0).max(1).optional(), + + /** Minimum recall */ + recall: z.number().min(0).max(1).optional(), + + /** Maximum latency (ms) */ + latency: z.number().optional(), + + /** Maximum error rate */ + errorRate: z.number().min(0).max(1).optional() + }), + + /** Model drift detection */ + driftDetection: z.object({ + enabled: z.boolean().default(true), + + /** Detection frequency in hours */ + frequency: z.number().default(24), + + /** Acceptable drift threshold */ + threshold: z.number().min(0).max(1).default(0.05), + + /** Action on drift detection */ + onDrift: z.enum(['warn', 'retrain', 'rollback']).default('warn') + }), + + /** Anomaly detection */ + anomalyDetection: z.object({ + enabled: z.boolean().default(true), + + /** Sensitivity (0-1, higher = more sensitive) */ + sensitivity: z.number().min(0).max(1).default(0.8) + }) +}); + +export type AIMonitoring = z.infer; + +/** + * AI explainability configuration + */ +export const AIExplainabilitySchema = z.object({ + /** Require explanations for AI decisions */ + requireExplanations: z.boolean().default(true), + + /** Trace decision-making process */ + traceDecisions: z.boolean().default(true), + + /** Track model lineage */ + modelLineage: z.object({ + enabled: z.boolean().default(true), + + /** Track training data */ + trackTrainingData: z.boolean().default(true), + + /** Track hyperparameters */ + trackHyperparameters: z.boolean().default(true), + + /** Track feature importance */ + trackFeatureImportance: z.boolean().default(true) + }), + + /** Explanation methods */ + methods: z.array(z.enum([ + 'lime', // Local Interpretable Model-agnostic Explanations + 'shap', // SHapley Additive exPlanations + 'attention', // Attention weights visualization + 'counterfactual', // Counterfactual explanations + 'feature-importance', // Feature importance scores + 'decision-tree', // Decision tree approximation + 'rule-based' // Rule-based explanations + ])).optional(), + + /** Minimum confidence level for explanations */ + minConfidence: z.number().min(0).max(1).default(0.7) +}); + +export type AIExplainability = z.infer; + +/** + * Comprehensive AI Governance Schema + */ +export const AIGovernanceSchema = z.object({ + /** Compliance configuration */ + compliance: AIComplianceSchema, + + /** Monitoring configuration */ + monitoring: AIMonitoringSchema, + + /** Explainability configuration */ + explainability: AIExplainabilitySchema, + + /** Risk management */ + riskManagement: z.object({ + /** Risk assessment frequency in days */ + assessmentFrequency: z.number().default(30), + + /** Risk categories to assess */ + categories: z.array(z.enum([ + 'bias', + 'privacy', + 'security', + 'accuracy', + 'reliability', + 'transparency', + 'accountability' + ])), + + /** Acceptable risk level */ + acceptableRiskLevel: z.enum(['low', 'medium', 'high']).default('medium') + }), + + /** Model governance */ + modelGovernance: z.object({ + /** Require model approval before deployment */ + approvalRequired: z.boolean().default(true), + + /** Model versioning */ + versioning: z.object({ + enabled: z.boolean().default(true), + strategy: z.enum(['semantic', 'timestamp', 'incremental']).default('semantic') + }), + + /** Model registry */ + registry: z.object({ + enabled: z.boolean().default(true), + + /** Store model artifacts */ + storeArtifacts: z.boolean().default(true), + + /** Store training metadata */ + storeMetadata: z.boolean().default(true) + }), + + /** Rollback capability */ + rollback: z.object({ + enabled: z.boolean().default(true), + + /** Number of previous versions to keep */ + keepVersions: z.number().default(5) + }) + }), + + /** Data governance */ + dataGovernance: z.object({ + /** Data classification */ + classification: z.object({ + enabled: z.boolean().default(true), + + /** Classification levels */ + levels: z.array(z.enum([ + 'public', + 'internal', + 'confidential', + 'restricted', + 'pii', + 'sensitive' + ])) + }), + + /** Data quality monitoring */ + qualityMonitoring: z.object({ + enabled: z.boolean().default(true), + + /** Quality checks */ + checks: z.array(z.enum([ + 'completeness', + 'accuracy', + 'consistency', + 'timeliness', + 'validity', + 'uniqueness' + ])) + }), + + /** Data lineage tracking */ + lineageTracking: z.boolean().default(true) + }) +}); + +export type AIGovernance = z.infer; + +/** + * Governance audit event + */ +export const GovernanceAuditEventSchema = z.object({ + /** Event ID */ + id: z.string(), + + /** Timestamp */ + timestamp: z.date(), + + /** Event type */ + type: z.enum([ + 'compliance-check', + 'bias-detection', + 'risk-assessment', + 'model-deployment', + 'human-approval', + 'policy-violation', + 'data-access', + 'explainability-request' + ]), + + /** Event status */ + status: z.enum(['success', 'warning', 'failure']), + + /** Event details */ + details: z.record(z.any()), + + /** Actor (user/agent) */ + actor: z.object({ + type: z.enum(['user', 'agent', 'system']), + id: z.string() + }), + + /** Affected entities */ + entities: z.array(z.object({ + type: z.string(), + id: z.string() + })).optional(), + + /** Compliance frameworks involved */ + complianceFrameworks: z.array(PrivacyComplianceLevelSchema).optional() +}); + +export type GovernanceAuditEvent = z.infer; diff --git a/packages/spec/src/ai/index.ts b/packages/spec/src/ai/index.ts index db4a5b4d5..8da3589fe 100644 --- a/packages/spec/src/ai/index.ts +++ b/packages/spec/src/ai/index.ts @@ -3,6 +3,7 @@ * * AI/ML Capabilities * - Agent Configuration + * - Multi-Modal Agent (Text, Voice, Vision, Streaming) * - DevOps Agent (Self-iterating Development) * - Model Registry & Selection * - RAG Pipeline @@ -11,10 +12,13 @@ * - Predictive Analytics * - Conversation Memory & Token Management * - Cost Tracking & Budget Management + * - Code Generation (AI-Powered Development) + * - AI Governance & Compliance */ export * from './agent.zod'; export * from './agent-action.zod'; +export * from './multi-modal-agent.zod'; export * from './devops-agent.zod'; export * from './model-registry.zod'; export * from './rag-pipeline.zod'; @@ -24,3 +28,5 @@ export * from './predictive.zod'; export * from './conversation.zod'; export * from './cost.zod'; export * from './feedback-loop.zod'; +export * from './code-generation.zod'; +export * from './governance.zod'; diff --git a/packages/spec/src/ai/multi-modal-agent.zod.ts b/packages/spec/src/ai/multi-modal-agent.zod.ts new file mode 100644 index 000000000..4af0b643e --- /dev/null +++ b/packages/spec/src/ai/multi-modal-agent.zod.ts @@ -0,0 +1,266 @@ +import { z } from 'zod'; + +/** + * Multi-Modal Agent Protocol + * + * Enables agents to interact through multiple modalities including + * text, voice, vision, and streaming capabilities. + * + * @module ai/multi-modal-agent + */ + +/** + * Supported modality types for agent interactions + */ +export const ModalityTypeSchema = z.enum([ + 'text', // Text-based interactions (default) + 'audio', // Voice/audio input and output + 'image', // Image understanding and generation + 'video', // Video analysis and generation + 'stream' // Real-time streaming interactions +]); + +export type ModalityType = z.infer; + +/** + * Configuration for a specific modality + */ +export const ModalityConfigSchema = z.object({ + /** Type of modality */ + type: ModalityTypeSchema, + + /** Supported input formats (e.g., 'mp3', 'wav' for audio) */ + inputFormats: z.array(z.string()), + + /** Supported output formats */ + outputFormats: z.array(z.string()), + + /** Maximum input size in bytes */ + maxInputSize: z.number().optional(), + + /** Maximum output size in bytes */ + maxOutputSize: z.number().optional(), + + /** Processing timeout in milliseconds */ + timeout: z.number().default(30000), + + /** Quality settings for the modality */ + quality: z.object({ + /** Resolution for images/video (e.g., '1920x1080') */ + resolution: z.string().optional(), + + /** Bitrate for audio/video (e.g., '128kbps') */ + bitrate: z.string().optional(), + + /** Sample rate for audio (e.g., 44100) */ + sampleRate: z.number().optional(), + + /** Compression level (0-100) */ + compression: z.number().min(0).max(100).optional() + }).optional() +}); + +export type ModalityConfig = z.infer; + +/** + * Agent capabilities for multi-modal interactions + */ +export const MultiModalCapabilitiesSchema = z.object({ + /** Text interaction support (always true) */ + text: z.boolean().default(true), + + /** Voice/audio interaction support */ + voice: z.boolean().default(false), + + /** Image understanding and generation */ + vision: z.boolean().default(false), + + /** Video processing capabilities */ + video: z.boolean().default(false), + + /** Real-time streaming support */ + streaming: z.boolean().default(false), + + /** Screen sharing and remote control */ + screenShare: z.boolean().default(false), + + /** Document parsing and analysis */ + documentAnalysis: z.boolean().default(false) +}); + +export type MultiModalCapabilities = z.infer; + +/** + * Context configuration for multi-modal agent + */ +export const MultiModalContextSchema = z.object({ + /** Maximum tokens for context window */ + maxTokens: z.number().default(4096), + + /** Temperature for response generation (0-2) */ + temperature: z.number().min(0).max(2).default(0.7), + + /** Top-p sampling parameter */ + topP: z.number().min(0).max(1).default(1), + + /** Enable streaming responses */ + streaming: z.boolean().default(false), + + /** Maximum number of conversation turns to maintain */ + maxTurns: z.number().default(10), + + /** Retain media files in context */ + retainMedia: z.boolean().default(false), + + /** Context compression strategy */ + compression: z.enum(['none', 'summarize', 'prune']).default('none') +}); + +export type MultiModalContext = z.infer; + +/** + * Multi-Modal Agent Definition + * + * Extends the basic Agent schema with multi-modal capabilities + */ +export const MultiModalAgentSchema = z.object({ + /** Agent name (unique identifier) */ + name: z.string().min(1).regex(/^[a-z_][a-z0-9_]*$/), + + /** Human-readable label */ + label: z.string().min(1), + + /** Agent description */ + description: z.string().optional(), + + /** Multi-modal capabilities */ + capabilities: MultiModalCapabilitiesSchema, + + /** Modality configurations */ + modalities: z.array(ModalityConfigSchema), + + /** Context configuration */ + context: MultiModalContextSchema, + + /** System instructions for the agent */ + instructions: z.string(), + + /** Tools/functions available to the agent */ + tools: z.array(z.string()).optional(), + + /** Memory configuration */ + memory: z.object({ + /** Enable persistent memory */ + enabled: z.boolean().default(false), + + /** Memory storage backend */ + backend: z.enum(['redis', 'postgres', 'memory']).default('memory'), + + /** Maximum memory entries */ + maxEntries: z.number().default(1000), + + /** Memory retention period in seconds */ + ttl: z.number().optional() + }).optional(), + + /** Safety and moderation settings */ + safety: z.object({ + /** Enable content moderation */ + moderation: z.boolean().default(true), + + /** Content filters to apply */ + filters: z.array(z.enum(['violence', 'hate', 'sexual', 'self-harm'])).optional(), + + /** PII detection and masking */ + piiProtection: z.boolean().default(true), + + /** Rate limiting configuration */ + rateLimit: z.object({ + maxRequestsPerMinute: z.number(), + maxRequestsPerHour: z.number() + }).optional() + }).optional(), + + /** Agent metadata */ + metadata: z.record(z.any()).optional() +}); + +export type MultiModalAgent = z.infer; + +/** + * Multi-modal interaction request + */ +export const MultiModalInteractionSchema = z.object({ + /** Agent to interact with */ + agent: z.string(), + + /** Input modality */ + modality: ModalityTypeSchema, + + /** Interaction content */ + content: z.union([ + z.string(), // Text content + z.object({ // Binary content + data: z.instanceof(Buffer).or(z.string()), // Base64 or Buffer + mimeType: z.string(), + filename: z.string().optional() + }) + ]), + + /** Conversation ID for context */ + conversationId: z.string().optional(), + + /** Additional context */ + context: z.record(z.any()).optional(), + + /** Response preferences */ + response: z.object({ + /** Preferred output modality */ + modality: ModalityTypeSchema.optional(), + + /** Enable streaming */ + streaming: z.boolean().default(false), + + /** Response format */ + format: z.string().optional() + }).optional() +}); + +export type MultiModalInteraction = z.infer; + +/** + * Multi-modal interaction response + */ +export const MultiModalResponseSchema = z.object({ + /** Conversation ID */ + conversationId: z.string(), + + /** Response modality */ + modality: ModalityTypeSchema, + + /** Response content */ + content: z.union([ + z.string(), // Text response + z.object({ // Binary response + data: z.string(), // Base64 encoded + mimeType: z.string(), + size: z.number() + }) + ]), + + /** Usage statistics */ + usage: z.object({ + inputTokens: z.number().optional(), + outputTokens: z.number().optional(), + processingTime: z.number(), + cost: z.number().optional() + }), + + /** Agent metadata */ + metadata: z.record(z.any()).optional() +}); + +export type MultiModalResponse = z.infer; + +// Re-export for convenience +export * from './agent.zod'; diff --git a/packages/spec/src/modules/crm/customer-360.zod.ts b/packages/spec/src/modules/crm/customer-360.zod.ts new file mode 100644 index 000000000..393c04170 --- /dev/null +++ b/packages/spec/src/modules/crm/customer-360.zod.ts @@ -0,0 +1,467 @@ +import { z } from 'zod'; + +/** + * Customer 360 Protocol + * + * Comprehensive customer data platform providing unified view + * of customer interactions, behaviors, and intelligence. + * + * @module modules/crm/customer-360 + */ + +/** + * Customer demographic information + */ +export const CustomerDemographicsSchema = z.object({ + /** First name */ + firstName: z.string().optional(), + + /** Last name */ + lastName: z.string().optional(), + + /** Company name */ + company: z.string().optional(), + + /** Job title */ + title: z.string().optional(), + + /** Industry */ + industry: z.string().optional(), + + /** Company size */ + companySize: z.enum([ + 'self-employed', + '1-10', + '11-50', + '51-200', + '201-500', + '501-1000', + '1001-5000', + '5001+' + ]).optional(), + + /** Location */ + location: z.object({ + city: z.string().optional(), + state: z.string().optional(), + country: z.string(), + timezone: z.string().optional() + }).optional(), + + /** Languages spoken */ + languages: z.array(z.string()).optional() +}); + +export type CustomerDemographics = z.infer; + +/** + * Customer preferences and settings + */ +export const CustomerPreferencesSchema = z.object({ + /** Communication preferences */ + communication: z.object({ + /** Preferred channels */ + channels: z.array(z.enum(['email', 'phone', 'sms', 'chat', 'social'])), + + /** Best time to contact */ + bestTime: z.enum(['morning', 'afternoon', 'evening']).optional(), + + /** Frequency preference */ + frequency: z.enum(['daily', 'weekly', 'monthly', 'quarterly']).optional(), + + /** Opt-in status */ + marketing: z.boolean().default(false), + transactional: z.boolean().default(true) + }), + + /** Product/service preferences */ + products: z.object({ + /** Preferred categories */ + categories: z.array(z.string()).optional(), + + /** Price sensitivity */ + priceSensitivity: z.enum(['low', 'medium', 'high']).optional(), + + /** Feature priorities */ + priorities: z.array(z.string()).optional() + }).optional(), + + /** Support preferences */ + support: z.object({ + /** Preferred support channels */ + channels: z.array(z.enum(['self-service', 'chat', 'phone', 'email'])), + + /** SLA expectations */ + sla: z.enum(['standard', 'priority', 'premium']).optional() + }).optional() +}); + +export type CustomerPreferences = z.infer; + +/** + * Customer segmentation + */ +export const CustomerSegmentationSchema = z.object({ + /** Segment identifiers */ + segments: z.array(z.object({ + id: z.string(), + name: z.string(), + category: z.enum(['demographic', 'behavioral', 'psychographic', 'geographic']), + score: z.number().min(0).max(100).optional() + })), + + /** Primary segment */ + primarySegment: z.string(), + + /** Segment assignment date */ + assignedAt: z.date(), + + /** Next reassessment date */ + nextReassessment: z.date().optional() +}); + +export type CustomerSegmentation = z.infer; + +/** + * Customer touchpoint (interaction point) + */ +export const CustomerTouchpointSchema = z.object({ + /** Touchpoint ID */ + id: z.string(), + + /** Timestamp */ + timestamp: z.date(), + + /** Channel */ + channel: z.enum([ + 'website', + 'mobile-app', + 'email', + 'phone', + 'chat', + 'social-media', + 'in-person', + 'event', + 'advertising' + ]), + + /** Touchpoint type */ + type: z.enum([ + 'visit', + 'click', + 'view', + 'download', + 'purchase', + 'inquiry', + 'complaint', + 'review', + 'referral' + ]), + + /** Source/campaign */ + source: z.string().optional(), + + /** Content viewed/interacted with */ + content: z.object({ + id: z.string().optional(), + type: z.string().optional(), + title: z.string().optional() + }).optional(), + + /** Duration (seconds) */ + duration: z.number().optional(), + + /** Value/outcome */ + outcome: z.object({ + type: z.enum(['positive', 'neutral', 'negative']), + value: z.number().optional(), + notes: z.string().optional() + }).optional() +}); + +export type CustomerTouchpoint = z.infer; + +/** + * Customer interaction (two-way communication) + */ +export const CustomerInteractionSchema = z.object({ + /** Interaction ID */ + id: z.string(), + + /** Timestamp */ + timestamp: z.date(), + + /** Channel */ + channel: z.enum(['email', 'phone', 'chat', 'video-call', 'in-person']), + + /** Direction */ + direction: z.enum(['inbound', 'outbound']), + + /** Subject/topic */ + subject: z.string(), + + /** Interaction type */ + type: z.enum([ + 'sales-call', + 'demo', + 'support-ticket', + 'consultation', + 'follow-up', + 'onboarding', + 'review', + 'escalation' + ]), + + /** Participants */ + participants: z.array(z.object({ + role: z.enum(['customer', 'sales', 'support', 'success', 'executive']), + id: z.string(), + name: z.string() + })), + + /** Duration (minutes) */ + duration: z.number().optional(), + + /** Summary/notes */ + summary: z.string().optional(), + + /** Sentiment analysis */ + sentiment: z.object({ + score: z.number().min(-1).max(1), + label: z.enum(['very-negative', 'negative', 'neutral', 'positive', 'very-positive']) + }).optional(), + + /** Next steps */ + nextSteps: z.array(z.object({ + action: z.string(), + owner: z.string(), + dueDate: z.date().optional() + })).optional() +}); + +export type CustomerInteraction = z.infer; + +/** + * Customer engagement metrics + */ +export const CustomerEngagementSchema = z.object({ + /** All touchpoints */ + touchpoints: z.array(CustomerTouchpointSchema), + + /** All interactions */ + interactions: z.array(CustomerInteractionSchema), + + /** Engagement score (0-100) */ + score: z.number().min(0).max(100), + + /** Trend */ + trend: z.enum(['increasing', 'stable', 'decreasing']), + + /** Overall sentiment (-1 to 1) */ + sentiment: z.number().min(-1).max(1), + + /** Last engagement date */ + lastEngagement: z.date(), + + /** Engagement frequency (interactions per month) */ + frequency: z.number(), + + /** Recency, Frequency, Monetary (RFM) scores */ + rfm: z.object({ + recency: z.number().min(1).max(5), + frequency: z.number().min(1).max(5), + monetary: z.number().min(1).max(5), + score: z.number().min(3).max(15) + }).optional() +}); + +export type CustomerEngagement = z.infer; + +/** + * Customer lifecycle stage + */ +export const CustomerLifecycleStageSchema = z.enum([ + 'awareness', // Just learned about the product/service + 'consideration', // Evaluating options + 'decision', // Ready to purchase + 'onboarding', // New customer being onboarded + 'adoption', // Actively using the product + 'retention', // Long-term customer + 'expansion', // Opportunity for upsell/cross-sell + 'advocacy', // Promoting the product to others + 'at-risk', // Risk of churn + 'churned', // Former customer + 'win-back' // Attempting to re-engage +]); + +export type CustomerLifecycleStage = z.infer; + +/** + * Customer journey tracking + */ +export const CustomerJourneySchema = z.object({ + /** Current lifecycle stage */ + currentStage: CustomerLifecycleStageSchema, + + /** Journey history */ + history: z.array(z.object({ + stage: CustomerLifecycleStageSchema, + enteredAt: z.date(), + exitedAt: z.date().optional(), + duration: z.number().optional() // days + })), + + /** Customer since */ + customerSince: z.date(), + + /** Tenure (days) */ + tenure: z.number(), + + /** Milestones achieved */ + milestones: z.array(z.object({ + id: z.string(), + name: z.string(), + achievedAt: z.date(), + value: z.number().optional() + })).optional() +}); + +export type CustomerJourney = z.infer; + +/** + * Customer health score + */ +export const CustomerHealthScoreSchema = z.object({ + /** Overall health score (0-100) */ + score: z.number().min(0).max(100), + + /** Health status */ + status: z.enum(['critical', 'at-risk', 'stable', 'healthy', 'thriving']), + + /** Component scores */ + components: z.object({ + /** Product usage */ + usage: z.number().min(0).max(100), + + /** Engagement level */ + engagement: z.number().min(0).max(100), + + /** Support satisfaction */ + support: z.number().min(0).max(100), + + /** Financial health */ + financial: z.number().min(0).max(100), + + /** Relationship strength */ + relationship: z.number().min(0).max(100) + }), + + /** Trend */ + trend: z.enum(['improving', 'stable', 'declining']), + + /** Last calculated */ + lastCalculated: z.date(), + + /** Risk factors */ + riskFactors: z.array(z.object({ + factor: z.string(), + severity: z.enum(['low', 'medium', 'high', 'critical']), + description: z.string() + })).optional() +}); + +export type CustomerHealthScore = z.infer; + +/** + * AI-powered customer intelligence + */ +export const CustomerIntelligenceSchema = z.object({ + /** Predictive analytics */ + predictions: z.object({ + /** Churn probability (0-1) */ + churnProbability: z.number().min(0).max(1).optional(), + + /** Lifetime value prediction */ + lifetimeValue: z.number().optional(), + + /** Next purchase likelihood */ + nextPurchaseProbability: z.number().min(0).max(1).optional(), + + /** Upsell opportunities */ + upsellProbability: z.number().min(0).max(1).optional() + }).optional(), + + /** AI recommendations */ + recommendations: z.array(z.object({ + type: z.enum([ + 'product-recommendation', + 'engagement-action', + 'retention-strategy', + 'pricing-adjustment', + 'channel-optimization' + ]), + title: z.string(), + description: z.string(), + confidence: z.number().min(0).max(1), + expectedImpact: z.string().optional(), + priority: z.enum(['low', 'medium', 'high', 'urgent']) + })), + + /** Risk factors */ + riskFactors: z.array(z.object({ + factor: z.string(), + impact: z.enum(['low', 'medium', 'high']), + mitigation: z.string().optional() + })), + + /** Opportunity insights */ + opportunities: z.array(z.object({ + type: z.string(), + description: z.string(), + estimatedValue: z.number().optional(), + probability: z.number().min(0).max(1) + })).optional() +}); + +export type CustomerIntelligence = z.infer; + +/** + * Customer 360 View + * + * Comprehensive unified customer profile + */ +export const Customer360Schema = z.object({ + /** Customer ID */ + customerId: z.string(), + + /** Profile information */ + profile: z.object({ + demographics: CustomerDemographicsSchema, + preferences: CustomerPreferencesSchema, + segmentation: CustomerSegmentationSchema + }), + + /** Engagement data */ + engagement: CustomerEngagementSchema, + + /** Lifecycle tracking */ + lifecycle: CustomerJourneySchema, + + /** Health metrics */ + health: CustomerHealthScoreSchema, + + /** AI-powered intelligence */ + intelligence: CustomerIntelligenceSchema, + + /** Last updated */ + lastUpdated: z.date(), + + /** Data sources */ + dataSources: z.array(z.object({ + source: z.string(), + lastSync: z.date(), + recordCount: z.number() + })).optional() +}); + +export type Customer360 = z.infer; From 945b5125b15a25db2be07be2ee848213ff46affd Mon Sep 17 00:00:00 2001 From: "copilot-swe-agent[bot]" <198982749+Copilot@users.noreply.github.com> Date: Tue, 3 Feb 2026 07:09:14 +0000 Subject: [PATCH 3/5] Add comprehensive documentation and real-time streaming protocol Co-authored-by: xuyushun441-sys <255036401+xuyushun441-sys@users.noreply.github.com> --- BEST_PRACTICES.md | 805 ++++++++++++++++++ MIGRATION_GUIDE.md | 682 +++++++++++++++ content/docs/references/ai/index.mdx | 3 + content/docs/references/ai/meta.json | 3 + content/docs/references/data/index.mdx | 1 + content/docs/references/data/meta.json | 1 + content/docs/references/meta.json | 1 + .../spec/json-schema/ai/AICompliance.json | 7 + .../spec/json-schema/ai/AIExplainability.json | 7 + .../spec/json-schema/ai/AIGovernance.json | 7 + .../spec/json-schema/ai/AIMonitoring.json | 7 + .../spec/json-schema/ai/BiasDetection.json | 7 + .../spec/json-schema/ai/CodeArtifact.json | 7 + 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100644 packages/spec/json-schema/data/StreamSubscription.json create mode 100644 packages/spec/json-schema/data/StreamingEventType.json create mode 100644 packages/spec/json-schema/data/StreamingProtocol.json create mode 100644 packages/spec/json-schema/data/StreamingQuery.json create mode 100644 packages/spec/src/data/streaming.zod.ts diff --git a/BEST_PRACTICES.md b/BEST_PRACTICES.md new file mode 100644 index 000000000..24589807f --- /dev/null +++ b/BEST_PRACTICES.md @@ -0,0 +1,805 @@ +# ObjectStack Best Practices Guide +## 构建世界级企业管理软件的最佳实践 + +> **目标读者**: 企业架构师、技术负责人、开发团队、产品经理 +> **更新日期**: 2026年2月 + +--- + +## 📚 Table of Contents + +1. [Architecture Best Practices](#architecture-best-practices) +2. [Data Modeling Excellence](#data-modeling-excellence) +3. [AI Integration Patterns](#ai-integration-patterns) +4. [Security & Compliance](#security--compliance) +5. [Performance Optimization](#performance-optimization) +6. [Development Workflow](#development-workflow) +7. [Testing Strategies](#testing-strategies) +8. [Deployment & Operations](#deployment--operations) + +--- + +## 1. Architecture Best Practices + +### 1.1 Metadata-Driven Design + +**原则**: Everything as Code - 所有业务逻辑和配置都应该是声明式的、可版本控制的元数据。 + +#### ✅ Good Practice + +```typescript +// 声明式对象定义 +export const CustomerObject = { + name: 'customer', + label: 'Customer', + fields: { + name: { type: 'text', required: true, maxLength: 100 }, + email: { type: 'email', unique: true }, + tier: { + type: 'select', + options: ['bronze', 'silver', 'gold', 'platinum'], + default: 'bronze' + }, + lifetime_value: { + type: 'currency', + formula: 'SUM(orders.total)' + } + }, + validation: { + rules: [ + { field: 'email', pattern: '^[\\w-\\.]+@([\\w-]+\\.)+[\\w-]{2,4}$' } + ] + } +}; +``` + +#### ❌ Bad Practice + +```typescript +// 硬编码业务逻辑 +class Customer { + validateEmail(email: string) { + // 逻辑分散，难以维护和测试 + if (!email.includes('@')) { + throw new Error('Invalid email'); + } + } +} +``` + +### 1.2 Protocol-First Development + +**原则**: 先定义协议（Zod Schema），再实现功能。 + +#### Protocol Definition Checklist + +- [ ] 使用 Zod 定义所有数据结构 +- [ ] 为配置属性使用 `camelCase` +- [ ] 为数据值使用 `snake_case` +- [ ] 添加完整的 JSDoc 注释 +- [ ] 包含示例和最佳实践 +- [ ] 生成 JSON Schema 用于工具集成 +- [ ] 生成 TypeScript 类型用于类型安全 + +```typescript +/** + * Customer Entity Protocol + * + * Defines the structure and validation rules for customer records. + * + * @example + * ```typescript + * const customer: Customer = { + * name: 'customer', + * label: 'Customer', + * fields: { ... } + * }; + * ``` + */ +export const CustomerSchema = z.object({ + name: z.string().regex(/^[a-z_][a-z0-9_]*$/), + label: z.string().min(1), + fields: z.record(FieldSchema) +}); + +export type Customer = z.infer; +``` + +### 1.3 Microkernel Architecture + +**原则**: 保持核心精简，通过插件扩展功能。 + +#### Plugin Design Patterns + +1. **单一职责原则** - 每个插件只做一件事 +2. **最小依赖** - 只依赖核心包，避免插件间直接依赖 +3. **服务注册** - 通过 DI 容器暴露服务 +4. **事件驱动** - 使用事件总线进行插件间通信 + +```typescript +export class CRMPlugin implements Plugin { + name = 'com.acme.crm'; + dependencies = ['com.objectstack.engine.objectql']; + + async init(ctx: PluginContext) { + // 注册服务 + ctx.kernel.registerService('crm.customer', new CustomerService()); + + // 订阅事件 + ctx.kernel.hook('data:record:afterCreate', async (record) => { + if (record.object === 'customer') { + await this.onCustomerCreated(record); + } + }); + } + + async start(ctx: PluginContext) { + // 启动服务 + const customerService = ctx.kernel.getService('crm.customer'); + await customerService.start(); + } +} +``` + +--- + +## 2. Data Modeling Excellence + +### 2.1 Object Naming Conventions + +| Type | Convention | Example | Description | +|------|------------|---------|-------------| +| **Object Name** | `snake_case` | `customer_order` | 数据库表名、API路径 | +| **Field Name** | `snake_case` | `first_name` | 数据库列名 | +| **Label** | `Title Case` | `Customer Order` | UI显示标签 | +| **API Name** | `camelCase` | `customerOrder` | JavaScript属性名 | + +### 2.2 Relationship Design + +**1:1 关系** - 使用 Lookup 字段 +```typescript +{ + user_profile: { + type: 'lookup', + reference: 'user', + relationship: 'one-to-one' + } +} +``` + +**1:N 关系** - 使用 Master-Detail 或 Lookup +```typescript +{ + account: { + type: 'lookup', + reference: 'account', + relationship: 'many-to-one', + cascadeDelete: true // Master-Detail 特性 + } +} +``` + +**N:M 关系** - 使用 Junction Object +```typescript +// 产品和类别的多对多关系 +export const ProductCategoryObject = { + name: 'product_category', + label: 'Product Category', + fields: { + product: { type: 'lookup', reference: 'product', required: true }, + category: { type: 'lookup', reference: 'category', required: true } + }, + uniqueConstraints: [['product', 'category']] +}; +``` + +### 2.3 Field Type Selection Guide + +| 业务需求 | 推荐字段类型 | 说明 | +|---------|------------|------| +| 姓名、标题 | `text` | 单行文本 | +| 描述、备注 | `textarea` | 多行文本 | +| 价格、金额 | `currency` | 自动格式化货币 | +| 百分比 | `percent` | 自动显示 % | +| 邮箱 | `email` | 内置验证 | +| 电话 | `phone` | 格式化显示 | +| 网址 | `url` | 可点击链接 | +| 日期 | `date` | 日期选择器 | +| 日期时间 | `datetime` | 日期时间选择器 | +| 是/否 | `boolean` | 复选框 | +| 单选 | `select` | 下拉列表 | +| 多选 | `multiselect` | 多选列表 | +| 关联记录 | `lookup` | 外键关联 | +| 自动计算 | `formula` | 公式字段 | +| 累计统计 | `rollup` | 汇总字段 | + +--- + +## 3. AI Integration Patterns + +### 3.1 Agent Design Patterns + +#### Pattern 1: Task-Specific Agent + +专注于单一任务的代理（如客户服务、销售助手） + +```typescript +export const CustomerServiceAgentSchema = z.object({ + name: z.literal('customer_service_agent'), + role: z.literal('customer-support'), + instructions: z.string().default(` + You are a helpful customer service agent. + - Always be polite and professional + - Gather customer information before escalating + - Suggest knowledge base articles when relevant + `), + tools: z.array(z.string()).default([ + 'search_knowledge_base', + 'create_support_ticket', + 'check_order_status' + ]), + capabilities: MultiModalCapabilitiesSchema.extend({ + voice: z.literal(true), + sentiment_analysis: z.literal(true) + }) +}); +``` + +#### Pattern 2: Orchestrator Agent + +协调多个子代理的主代理 + +```typescript +export const SalesOrchestrator = { + name: 'sales_orchestrator', + role: 'coordinator', + subAgents: [ + 'lead_qualification_agent', + 'product_recommendation_agent', + 'pricing_optimization_agent', + 'contract_generation_agent' + ], + orchestration: { + strategy: 'sequential', // or 'parallel', 'conditional' + errorHandling: 'retry-with-fallback' + } +}; +``` + +### 3.2 RAG (Retrieval Augmented Generation) Best Practices + +#### Knowledge Base Indexing + +```typescript +export const RAGPipelineConfig = { + name: 'customer_support_rag', + sources: [ + { + type: 'object', + object: 'knowledge_article', + fields: ['title', 'content', 'category'], + filters: { published: true } + }, + { + type: 'object', + object: 'product_documentation', + fields: ['name', 'description', 'features'] + } + ], + indexing: { + chunkSize: 512, + chunkOverlap: 128, + embedding: { + model: 'text-embedding-3-small', + dimensions: 1536 + } + }, + retrieval: { + topK: 5, + similarityThreshold: 0.7, + reranking: true + } +}; +``` + +### 3.3 AI Governance Checklist + +使用 AI 时必须遵循的治理原则： + +- [ ] **数据隐私** - 不向 AI 发送 PII 数据（除非明确授权） +- [ ] **偏见检测** - 定期审计 AI 决策的公平性 +- [ ] **可解释性** - 记录 AI 决策的依据 +- [ ] **人工审核** - 关键决策需要人工确认 +- [ ] **监控告警** - 设置性能和质量阈值 +- [ ] **模型版本** - 使用模型版本控制和回滚能力 +- [ ] **成本控制** - 设置 Token 使用预算和限额 + +--- + +## 4. Security & Compliance + +### 4.1 Authentication & Authorization + +#### Best Practice: Role-Based Access Control (RBAC) + +```typescript +export const SalesManagerRole = { + name: 'sales_manager', + label: 'Sales Manager', + permissions: { + // 对象级权限 + objects: { + account: ['read', 'create', 'update'], + opportunity: ['read', 'create', 'update', 'delete'], + customer: ['read', 'update'] + }, + // 字段级权限 + fields: { + 'opportunity.revenue': ['read', 'update'], + 'account.credit_limit': ['read'] // 只读 + }, + // 记录级权限 (条件) + conditions: { + opportunity: { + owner: 'current_user.id', + status: { in: ['open', 'negotiation'] } + } + } + } +}; +``` + +#### Advanced: Attribute-Based Access Control (ABAC) + +```typescript +export const DynamicAccessPolicy = { + name: 'high_value_deal_approval', + effect: 'allow', + resources: ['opportunity.*'], + actions: ['approve'], + conditions: { + and: [ + { 'opportunity.amount': { '>': 100000 } }, + { 'user.role': { in: ['vp_sales', 'ceo'] } }, + { 'user.location': { '=': 'opportunity.region' } } + ] + } +}; +``` + +### 4.2 Data Encryption + +| 数据状态 | 加密方式 | 实施级别 | +|---------|---------|---------| +| **传输中** | TLS 1.3+ | 必须 | +| **静态存储** | AES-256 | 敏感数据必须 | +| **应用层** | Field-level encryption | PII数据推荐 | +| **备份** | Encrypted backups | 必须 | + +```typescript +export const EncryptionConfig = { + fields: { + ssn: { + encrypt: true, + algorithm: 'AES-256-GCM', + keyRotation: '90d' + }, + credit_card: { + encrypt: true, + tokenize: true, // 使用令牌化 + pciCompliant: true + } + } +}; +``` + +### 4.3 Audit Logging + +**完整审计日志** - 记录 Who、What、When、Where、Why + +```typescript +export const AuditLogEntry = { + id: '550e8400-e29b-41d4-a716-446655440000', + timestamp: '2026-02-03T10:30:00Z', + actor: { + type: 'user', + id: 'user_12345', + name: 'John Smith', + ip: '192.168.1.100', + userAgent: 'Mozilla/5.0...' + }, + action: { + type: 'update', + object: 'opportunity', + recordId: 'opp_67890', + operation: 'update' + }, + changes: { + amount: { before: 50000, after: 75000 }, + stage: { before: 'qualification', after: 'proposal' } + }, + result: { + status: 'success', + duration: 125 // ms + }, + compliance: ['sox', 'gdpr'] +}; +``` + +--- + +## 5. Performance Optimization + +### 5.1 Query Optimization + +#### Use Selective Queries + +✅ **Good** - 只查询需要的字段 +```typescript +const customers = await client.data.find('customer', { + select: ['name', 'email', 'tier'], + filters: [['tier', '=', 'platinum']], + top: 10 +}); +``` + +❌ **Bad** - 查询所有字段 +```typescript +const customers = await client.data.find('customer', { + // 没有 select，返回所有字段 + top: 10 +}); +``` + +#### Use Indexes + +```typescript +export const CustomerObject = { + name: 'customer', + fields: { ... }, + indexes: [ + { fields: ['email'], unique: true }, + { fields: ['tier', 'created_at'] }, + { fields: ['company', 'status'], where: { status: 'active' } } // 部分索引 + ] +}; +``` + +### 5.2 Caching Strategies + +| 缓存级别 | 使用场景 | TTL | +|---------|---------|-----| +| **Browser Cache** | 静态资源 | 1年 | +| **CDN Cache** | 公共内容 | 1小时-1天 | +| **Application Cache** | 元数据、配置 | 5-15分钟 | +| **Query Cache** | 常用查询结果 | 1-5分钟 | +| **Session Cache** | 用户会话数据 | 会话期间 | + +```typescript +export const CacheConfig = { + metadata: { + enabled: true, + ttl: 900, // 15分钟 + invalidateOn: ['schema-change'] + }, + queries: { + enabled: true, + ttl: 300, // 5分钟 + invalidateOn: ['data-change'], + maxSize: 1000 // 最多缓存1000个查询 + } +}; +``` + +### 5.3 Real-Time Data Streaming + +对于需要实时更新的场景，使用 Streaming Protocol 而不是轮询： + +```typescript +// ✅ Good - WebSocket 实时推送 +const stream = await client.stream.subscribe({ + source: 'opportunity', + subscription: { + events: ['create', 'update'], + filters: [{ field: 'status', operator: '=', value: 'open' }] + }, + delivery: { + protocol: 'websocket', + batching: { enabled: true, maxSize: 10, maxWait: 1000 } + } +}); + +// ❌ Bad - 轮询（浪费资源） +setInterval(async () => { + const opportunities = await client.data.find('opportunity', { + filters: [['status', '=', 'open']] + }); +}, 5000); // 每5秒查询一次 +``` + +--- + +## 6. Development Workflow + +### 6.1 Git Workflow + +推荐使用 **Trunk-Based Development** + **Feature Flags**： + +``` +main (production) + │ + ├─ feature/crm-customer-360 + ├─ feature/ai-sales-agent + └─ feature/real-time-dashboard +``` + +#### Commit Message Convention + +``` +(): + + + +