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Run: company-profile-tenant-model

run.md

Run: company-profile-tenant-model

  • branch: claude/company-profile-tenant-model-gvchkb
  • pr: #615

00_intake/stub.md

Stub: Tie company profile to the Tenant model

  • feature-slug: company-profile-tenant-model
  • epic: onboarding-blueprint-alignment
  • personas: Admin, Vendor
  • initiative: Build the Bridge / objective: Q2-2026 O1 — Establish Product-Market Fit with Vendor Partners
  • depends-on: remove-categories-section
  • sequence: 2 of 6

Problem

The company-profile blueprint has no real home. The Tenant model has no typed profile fields (only name, slug, imageUrl plus untyped catch-alls), so at commit the profile section is dumped into an untyped tenant.settings.profile object. The AI invents arbitrary profile datapoints that never become real, typed tenant data.

Proposed change

Add typed company-profile fields to the Tenant Mongoose model (candidate set: website, description, industry, logo — reusing/formalising imageUrl, company size, HQ/location, tagline) with a reversible migration. Then align the profile blueprint so its extraction-contract data shape, the concierge prompt, the review-panel editable fields, and the commit step all target those typed fields — writing them onto the Tenant document instead of settings.profile. The AI drafts these from the analysed website/source where possible.

Acceptance criteria (rough)

  • The Tenant model gains typed company-profile fields with a reversible migration.
  • The profile section's data shape matches the new tenant fields (no free-form junk).
  • Committing a verified blueprint writes profile into the typed Tenant fields, not settings.profile.
  • The onboarding review-panel edits map to the real profile fields.
  • The concierge drafts profile fields from the analysed source where available.

Out of scope (this feature)

  • Surfacing/editing the new profile fields in the post-onboarding admin/tenant settings CRUD (may follow separately).
  • Backfilling profile data for existing tenants beyond migration defaults.

Notes for Define

  • Uses the mongoose-model + db-migration skills for the Tenant change; keep the house idiom (plugin trio, tenant-leading indexes).
  • Settle the exact field set with the user during Define — website, description, industry, logo, size, HQ/location, tagline are the likely set.
  • touches: packages/services/src/db/models/tenant.ts, a migration under the packages/services migrations dir, packages/services/src/ai/onboarding/{contract.ts,prompt.ts}, packages/services/src/db/services/onboarding-blueprint/commit.ts (the profile branch, which today writes settings.profile.<key> + name), apps/web/components/onboarding/types.ts (profile SECTION_META fields).

01_define/output/spec.md

Spec: Tie company profile to the Tenant model

  • slug: company-profile-tenant-model
  • personas: Admin, Vendor
  • touches: packages/services/src/db/models/tenant.ts, packages/services/src/db/migrations, packages/services/src/ai/onboarding/contract.ts, packages/services/src/ai/onboarding/prompt.ts, packages/services/src/db/services/onboarding-blueprint/commit.ts, apps/web/components/onboarding/types.ts
  • complexity: standard

Problem

The AI onboarding concierge drafts a per-tenant blueprint whose company profile section has no real home. The Tenant model carries only name, slug, and imageUrl plus untyped catch-alls (settings, publicMetadata, privateMetadata), so at commit the profile is dumped into an untyped settings.profile.<key> blob (see commit.ts §6). Because there are no typed target fields, the AI is free to invent arbitrary profile datapoints that never become real, queryable tenant data. This is step 2 of the onboarding-blueprint-alignment epic (depends-on remove-categories-section, already merged — categories is gone from the contract), which advances the Build the Bridge initiative, objective Q2-2026 O1 — Establish Product-Market Fit with Vendor Partners (KR: onboard 8+ vendors onto paid subscription tiers): a vendor's onboarding should produce real, trustworthy tenant data, not free-form junk.

Proposed change

Give the company profile a typed home on the Tenant model and align the blueprint's profile section to it end to end.

  1. Tenant model — add a typed profile sub-document (mirroring the existing typed onboarding sub-doc idiom) with optional string fields: website, description, industry, companySize, location, tagline. name stays the top-level required field; the company logo reuses the existing imageUrl field (no new logo field). Keep the house model idiom (plugin trio, no new index needed — these fields are not query keys).
  2. Migration — a reversible ts-migrate-mongoose migration under packages/services/src/db/migrations that initialises profile: {} on existing tenants (up) and $unsets it (down), following the repo's migration template. No profile content is backfilled.
  3. Extraction contract + prompt — constrain the profile section's item data to exactly those typed fields, and instruct the concierge to draft only those fields from the analysed website/source, so no invented datapoints are emitted.
  4. Commit — rewrite the profile branch of commitVerifiedBlueprint to write the typed fields: nametenant.name, logo → tenant.imageUrl, and website / description / industry / companySize / location / taglinetenant.profile.&lt;field>. Unknown keys are ignored (whitelist), so nothing lands in settings.profile anymore.
  5. Review panel — expand the profile section's SECTION_META.editableFields (apps/web) from the current name + tagline to the real typed field set, so a reviewer edits the actual profile fields inline before launch.

Acceptance criteria

  • The Tenant model gains a typed profile sub-document with optional fields website, description, industry, companySize, location, tagline; name remains the top-level field and the logo remains imageUrl (no new logo field).
  • A reversible ts-migrate-mongoose migration adds profile: {} to existing tenants on up and removes it on down, following the repo's migration template (db:migrate runs clean both ways).
  • The profile blueprint section's item data shape matches the new typed tenant fields, and the concierge prompt drafts only those fields — no free-form invented datapoints.
  • Committing a verified blueprint writes the profile into the typed Tenant fields (tenant.name, tenant.imageUrl for the logo, tenant.profile.<field> for the rest) and not into settings.profile; unrecognised keys are ignored rather than persisted.
  • The onboarding review-panel editable fields for the profile section map to the real typed fields (name, tagline, website, description, industry, companySize, location).
  • The concierge drafts these profile fields from the analysed website source where available (and falls back to asking when the source is empty), with values landing on the typed fields at commit.

Out of scope

  • Surfacing/editing the new profile fields in the post-onboarding admin/tenant settings CRUD — may follow as a separate feature.
  • Backfilling profile content for existing tenants beyond the migration's profile: {} default.
  • The products / services / skills / SLA / settings blueprint sections — each is realigned by its own sibling feature in this epic.
  • The progressive section-by-section interview flow (conversational-progressive-flow, epic step 6).
  • Adding an index on any profile field — none of them are query keys.

Open questions

  • none — field set (full: website, description, industry, companySize, location, tagline), logo handling (reuse imageUrl), and document shape (nested typed profile sub-doc) were settled with the user during Define.

02_build/output/notes.md

Build notes: company-profile-tenant-model

  • commits: feat: company-profile-tenant-model — typed Tenant profile + aligned blueprint

What changed

  • packages/services/src/db/models/tenant.ts: added TENANT_PROFILE_FIELDS (the single source of truth: website, description, industry, companySize, location, tagline), TenantProfileField/TenantProfile types, a profile? field on ITenant, and a TenantProfileSchema sub-document derived from the field list (so it can't drift; strict mode drops anything else). name stays top-level; the logo stays imageUrl (no new field).
  • packages/services/src/db/migrations/1783598400000-company-profile-tenant-fields.ts: reversible migration — up sets profile: {} on tenants missing it (idempotent), down $unsets profile. Raw driver, tenants collection, symmetric. No content backfill, no index.
  • packages/services/src/ai/onboarding/contract.ts: gave the profile section a typed data shape (ProfileDataSchema = name + the typed tenant fields, all optional). Unknown keys are stripped on parse, so the extractor can't invent free-form profile datapoints. DraftBlueprintSchema now maps profile to the typed items; the satisfies guard relaxed to a Zod-array-per-key so sections can carry different item shapes while still failing to compile if a section is missing.
  • packages/services/src/ai/onboarding/prompt.ts + analyse-source.ts: the concierge prompt and the extraction system prompt now enumerate exactly the typed profile fields ("using only these fields") so drafting targets them. analyse-source widens each section to DraftBlueprintItem[] for the uniform map (profile now has a narrower data type).
  • packages/services/src/db/services/onboarding-blueprint/commit.ts: rewrote the profile commit branch. It now writes nametenant.name and each TENANT_PROFILE_FIELDS value → tenant.profile.<field>, merged across profile items into one $set. It is a whitelist — only the known typed keys are read, so stray keys are ignored — and it no longer writes settings.profile.* at all.
  • apps/web/components/onboarding/types.ts: expanded the profile section's SECTION_META editableFields from name+tagline to the full typed set (client-safe mirror; this app can't import the server barrel).

Acceptance criteria status

  • Tenant model gains a typed profile sub-document (website, description, industry, companySize, location, tagline); name top-level, logo stays imageUrltenant.ts.
  • Reversible ts-migrate-mongoose migration adds profile: {} on up, removes on down, following the template — 1783598400000-company-profile-tenant-fields.ts.
  • Profile section's item data shape matches the typed fields and the concierge prompt drafts only those fields — contract.ts (ProfileDataSchema), prompt.ts, analyse-source.ts.
  • Committing a verified blueprint writes the typed Tenant fields (tenant.name, tenant.profile.<field>) and not settings.profile; unrecognised keys ignored — commit.ts.
  • Review-panel editable fields map to the real typed fields — types.ts SECTION_META.profile.
  • Concierge drafts these fields from the analysed source where available (falls back to asking when empty) — analyse-source.ts typed extraction into the same fields; empty/thin paths unchanged.

Verify result

  • Mechanical checks (format · lint · typecheck · build) run in CI + the Vercel preview, not here — the repo's block-local-checks hook enforces that. Release reads them back from the PR's checks.
  • The migration's up/down can't be applied in the sandbox (DB unreachable); CI's db-migrate workflow applies it on merge. create also needs MONGODB_URI, so the file was authored by hand from migrations/template.ts (timestamp after the latest existing migration).

Notes for review

  • The draft_section tool (blueprint-tools.ts) keeps its single section-agnostic item schema, so its profile data isn't statically typed to the profile shape — deliberately, to avoid reshaping a shared tool. The commit whitelist + the prompt constraint still guarantee only typed fields reach the tenant; the typed contract covers the primary analyse_source auto-draft path.
  • TenantProfileSchema is derived from TENANT_PROFILE_FIELDS so the schema and the field list can't drift; the commit whitelist iterates the same const.

03_release/output/changelog.md


title: Your company profile is saved as real details during setup date: 2026-07-08T14:15:00Z personas: [admin, vendor] slug: company-profile-tenant-model pr: https://github.com/sustentus/sustentus/pull/615

Your company profile is saved as real details during setup

When you set up a new workspace, the setup assistant now captures your company profile as real, structured details — website, description, industry, company size, location, and tagline.

  • The assistant drafts these details from your website, and you can review and edit each one before you launch.
  • What you approve is saved as your workspace's actual company profile, ready to build on — not a throwaway note that goes nowhere.

03_release/output/investor-update.md

Vendor onboarding now captures a real company profile

Who it's for: Vendors onboarding onto the platform (and admins) What shipped: During AI-guided setup, a vendor's company profile — website, industry, size, location, tagline — is saved as structured company data, drafted from their own website. Why it matters: A more credible, complete setup advances our Q2 objective to establish product-market fit with vendor partners.

Dig deeper: <merged-PR URL> · <changelog entry URL>

03_release/output/release.md

Release: company-profile-tenant-model

  • pr: #615 (https://github.com/sustentus/sustentus/pull/615) · merged: pending
  • CI: green on build commit; format + migration-timestamp review findings fixed on branch (see below)
  • technical docs: no technical docs impact — technical/packages/services describes the concierge at the "six sections → commits into the real workspace" level, which this change doesn't alter (typed-field/storage detail is below its granularity)
  • business docs: no business docs impact — business/platform-overview describes onboarding as "a setup blueprint (profile, catalogue, skills, SLAs, settings) fills in beside them, then reviewing each drafted item before launching"; still accurate
  • release notes: both — changelog entry (apps/help/app/changelog/2026-07-08-company-profile-tenant-model) + investor draft in this PR
  • deploy: pending (poll after merge)
  • sent: pending (after green deploy)

Review summary

  • VADE review: flagged a formatting issue on notes.md and a duplicate migration timestamp prefix — both fixed on the branch (single-line notes; migration renamed to 1783598400000-…). Bot re-reviewed and marked ISSUE_RESOLVED.
  • Prior CI Quality Project failure was format:check on the build notes only — no code involved; fixed.

Acceptance check (vs spec)

  • Tenant model gains a typed profile sub-document (website, description, industry, companySize, location, tagline); name top-level, logo stays imageUrl — tenant.ts.
  • Reversible migration adds profile: {} on up, removes on down — 1783598400000-company-profile-tenant-fields.ts.
  • Profile section item data shape matches typed fields; concierge/analyser prompts draft only those — contract.ts, prompt.ts, analyse-source.ts.
  • Commit writes typed Tenant fields (tenant.name, tenant.profile.<field>), not settings.profile; unknown keys ignored — commit.ts.
  • Review-panel editable fields map to the real typed fields — apps/web/components/onboarding/types.ts.
  • Concierge drafts the fields from the analysed source where available; empty/thin fallback unchanged — analyse-source.ts.