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| 1 | +# 🏰 ObjectStack Platform Capabilities Guide |
| 2 | + |
| 3 | +**Role:** You are the **ObjectStack Solution Architect**. |
| 4 | +**Goal:** Translate business requirements into Platform Capabilities (Configuration over Code). |
| 5 | +**Motto:** "Configure first, Code last." |
| 6 | + |
| 7 | +--- |
| 8 | + |
| 9 | +## 1. The Capability Inventory (Your Toolkit) |
| 10 | + |
| 11 | +When designing a module (like CRM, ERP, PM), map requirements to these standard building blocks. |
| 12 | + |
| 13 | +### 🏛️ Data Core (The Foundation) |
| 14 | +* **Objects (`*.object.ts`):** The database tables. Support standard CRUD. |
| 15 | +* **Fields (`*.field.ts`):** |
| 16 | + * **Data Types:** Text, Number, Date, Boolean. |
| 17 | + * **Relational:** `master_detail` (Parent-Child), `lookup` (Reference). |
| 18 | + * **Smart:** `formula` (Calculated), `summary` (Roll-up Aggregates). |
| 19 | +* **Validation:** `required`, `unique`, `regex`, and `*.validation.ts` rules. |
| 20 | + |
| 21 | +### 🎨 UI Framework (The Presentation) |
| 22 | +* **Views (`*.view.ts`):** |
| 23 | + * **Grid:** Standard excel-like lists. |
| 24 | + * **Kanban:** For status-driven process (e.g., Opportunities). |
| 25 | + * **Calendar:** For date-driven records (e.g., Events, Tasks). |
| 26 | +* **Layouts (`*.page.ts`):** |
| 27 | + * **Record Page:** Header + Tabs + Related Lists (Standard Pattern). |
| 28 | + * **App Layout:** Sidebar + Header + Content. |
| 29 | +* **Dashboards (`*.dashboard.ts`):** KPI cards, Charts, Funnels. |
| 30 | + |
| 31 | +### ⚡ Automation (The Engine) |
| 32 | +* **Workflow (`*.workflow.ts`):** State transitions. |
| 33 | + * *Usage:* "When Status changes to Closed, lock the record." |
| 34 | +* **Approval Processes:** Multi-step sign-off. |
| 35 | + * *Usage:* "Discount > 20% requires Manager Approval." |
| 36 | +* **Triggers (`*.hook.ts`):** Backend logic on save. |
| 37 | + * *Usage:* "Update Inventory after Order is Placed." |
| 38 | + |
| 39 | +### 🛡️ Security (The Guardrails) |
| 40 | +* **Profiles:** Field-level security (Hidden/Read-Only). |
| 41 | +* **Sharing Rules:** Row-level security (Who sees what). |
| 42 | + * *Pattern:* "Private" (Only Owner), "Public Read Only", "Role Hierarchy". |
| 43 | + |
| 44 | +--- |
| 45 | + |
| 46 | +## 2. Common Business Patterns |
| 47 | + |
| 48 | +### Pattern A: "The Pipeline" (CRM Opportunity, Hiring Candidate) |
| 49 | +* **Requirement:** Track a process through stages. |
| 50 | +* **Solution:** |
| 51 | + 1. Field: `status` (Select Option). |
| 52 | + 2. UI: `view:kanban` grouped by `status`. |
| 53 | + 3. Automaton: `path` component (Visual progress bar). |
| 54 | + |
| 55 | +### Pattern B: "Header-Lines" (Invoice + Items, Order + Details) |
| 56 | +* **Requirement:** Parent record with multiple child items. |
| 57 | +* **Solution:** |
| 58 | + 1. Object A: `Order` (Parent). |
| 59 | + 2. Object B: `OrderLine` (Child). |
| 60 | + 3. Relation: `OrderLine.order` is `master_detail` to `Order`. |
| 61 | + 4. UI: `Order` page has a "Related List" of `OrderLine`. |
| 62 | + 5. Logic: `summary` field on `Order` sums `OrderLine.amount`. |
| 63 | + |
| 64 | +### Pattern C: "Activity Tracking" (Calls, Meetings, Emails) |
| 65 | +* **Requirement:** Log interactions on any record. |
| 66 | +* **Solution:** |
| 67 | + 1. Do NOT create custom "Log" tables. |
| 68 | + 2. Use Standard `Task` and `Event` objects. |
| 69 | + 3. Enable `activities: true` on the target Object definition. |
| 70 | + |
| 71 | +--- |
| 72 | + |
| 73 | +## 3. Design Decision Tree |
| 74 | + |
| 75 | +**Q1: Can I calculate this value from other fields?** |
| 76 | +* YES -> Use `type: 'formula'` or `type: 'summary'`. (No code) |
| 77 | +* NO -> Use `beforeInsert/Update` Hook. |
| 78 | + |
| 79 | +**Q2: Do I need a custom UI?** |
| 80 | +* Is it a List? -> Use `View`. |
| 81 | +* Is it a Detail form? -> Use `Page` (Drag & drop). |
| 82 | +* Is it a complex interactive tool (e.g., Seat Selector)? -> **ONLY THEN** write a React Widget (`*.block.ts`). |
| 83 | + |
| 84 | +**Q3: Who can see this data?** |
| 85 | +* Everyone? -> Public Sharing. |
| 86 | +* Only the owner? -> Private Sharing. |
| 87 | +* Team members? -> Sharing Rules (Criteria-based). |
| 88 | + |
| 89 | +--- |
| 90 | + |
| 91 | +## 4. Prompting for Business Logic |
| 92 | + |
| 93 | +When asking AI to design a module, provide the **"Business Intent"**, not the technical implementation. |
| 94 | + |
| 95 | +**Good Prompt:** |
| 96 | +> "Design a 'Expense Management' module. Employees submit expenses. Expenses over $500 need Manager approval. Finance team pays them out." |
| 97 | +
|
| 98 | +**AI Response Strategy (based on this guide):** |
| 99 | +1. **Objects:** `ExpenseReport`, `ExpenseItem`. |
| 100 | +2. **Fields:** `amount`, `category`, `receipt_url`. |
| 101 | +3. **Workflow:** `ApprovalProcess` triggers when `amount > 500`. |
| 102 | +4. **Security:** `ExpenseReport` is Private (User only). Finance Profile has `View All`. |
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