Catalog instantiation — apply a position's duty catalog to a person #5

Description

@os-warren

The onboarding path, and the single biggest adoption risk in the product. Customers arrive with their catalog already written — usually a spreadsheet. If taking a position means hand-typing 26 duties, the rollout dies in week one.

Files you own

  • src/actions/catalog.actions.ts (new), added to dulyActions in src/actions/index.ts
  • src/actions/catalog.handlers.ts (new)
  • src/actions/register-handlers.ts — add your registration call inside the existing function
  • test/catalog-instantiate.test.ts (new)

duly_catalog_apply — global action

Input: a position_code and one or more sys_user ids.

For each active duly_catalog_item with that position_code, create a duly_duty for each selected user:

Duty fieldFrom
name, description, form, frequencythe catalog item
due_anchor, due_offset_days, lead_days, grace_daysthe catalog item
ownerthe selected user
business_unitthe user's sys_user_position.business_unit_id anchor
timezonethe user's zone if resolvable, else the org default, else UTC
source'catalog'
catalog_itemthe item, so edits can be replayed
status'active'

Idempotent. Applying twice creates nothing the second time — skip any item that already has a duty for that (catalog_item, owner) pair. Report counts: created, skipped.

duly_catalog_sync — global action

Replays cadence edits from the catalog onto duties already instantiated from it. Updates frequency, due_anchor, due_offset_days, lead_days, grace_days on every duly_duty where source = 'catalog' and catalog_item points at a changed item.

Does not touch owner, status, timezone or effective_* — those are local decisions the catalog has no business overwriting. Does not delete duties for retired catalog items; report them instead so a human decides.

Return a summary of what changed, per duty. Sync is destructive to authored cadence, so it must be legible after the fact.

Notes

  • position_code is free text on purpose: a customer can load their catalog on day one, before positions are modelled in the platform. Do not require a sys_user_position row to exist.
  • role is a reserved word in the platform vocabulary and the author-time linter rejects it — the field is position_code, and any new field you add must avoid the word too.

Acceptance

  • applying a 26-item catalog to 3 users creates 78 duties, all source: 'catalog' with catalog_item set
  • applying the same input again creates 0 and reports 78 skipped
  • editing an item's due_offset_days then syncing updates every derived duty and leaves owner/status untouched
  • a duty whose source is 'self' is never touched by sync, even if its catalog_item is somehow set
  • deactivating a catalog item and syncing reports it and changes nothing

Gates

pnpm validate && pnpm typecheck && pnpm test && pnpm build.

Activity

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    , 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Add copy buttons to all
     blocks\n(function() {\n function addCopyButtons() {\n document.querySelectorAll('pre code').forEach(function(codeBlock) {\n if (codeBlock.parentElement.hasAttribute('data-copy-added')) return;\n codeBlock.parentElement.setAttribute('data-copy-added', 'true');\n \n var btn = document.createElement('button');\n btn.textContent = 'Copy';\n btn.style.cssText = 'position:absolute;top:4px;right:4px;padding:2px 8px;font-size:11px;background:#4ecdc4;border:none;border-radius:4px;color:#1a1a2e;cursor:pointer;opacity:0.7;transition:opacity 0.2s;';\n btn.onmouseover = function() { this.style.opacity = '1'; };\n btn.onmouseout = function() { this.style.opacity = '0.7'; };\n btn.onclick = function() {\n navigator.clipboard.writeText(codeBlock.textContent).then(function() {\n btn.textContent = 'Copied!';\n setTimeout(function() { btn.textContent = 'Copy'; }, 1500);\n });\n };\n codeBlock.parentElement.style.position = 'relative';\n codeBlock.parentElement.appendChild(btn);\n });\n }\n \n addCopyButtons();\n \n // Re-run on dynamic content\n var observer = new MutationObserver(addCopyButtons);\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Add Copy Buttons to Code Blocks");
    }
    } catch(__e) { console.warn('[Userscript:Add Copy Buttons to Code Blocks]', __e); }
    })();
    (function(){
    try {
    var __m = "github.com";
    var __re = new RegExp('^' + "github\\.com" + '
    
    Skip to content

    Catalog instantiation — apply a position's duty catalog to a person #5

    Description

    @os-warren

    The onboarding path, and the single biggest adoption risk in the product. Customers arrive with their catalog already written — usually a spreadsheet. If taking a position means hand-typing 26 duties, the rollout dies in week one.

    Files you own

    • src/actions/catalog.actions.ts (new), added to dulyActions in src/actions/index.ts
    • src/actions/catalog.handlers.ts (new)
    • src/actions/register-handlers.ts — add your registration call inside the existing function
    • test/catalog-instantiate.test.ts (new)

    duly_catalog_apply — global action

    Input: a position_code and one or more sys_user ids.

    For each active duly_catalog_item with that position_code, create a duly_duty for each selected user:

    Duty fieldFrom
    name, description, form, frequencythe catalog item
    due_anchor, due_offset_days, lead_days, grace_daysthe catalog item
    ownerthe selected user
    business_unitthe user's sys_user_position.business_unit_id anchor
    timezonethe user's zone if resolvable, else the org default, else UTC
    source'catalog'
    catalog_itemthe item, so edits can be replayed
    status'active'

    Idempotent. Applying twice creates nothing the second time — skip any item that already has a duty for that (catalog_item, owner) pair. Report counts: created, skipped.

    duly_catalog_sync — global action

    Replays cadence edits from the catalog onto duties already instantiated from it. Updates frequency, due_anchor, due_offset_days, lead_days, grace_days on every duly_duty where source = 'catalog' and catalog_item points at a changed item.

    Does not touch owner, status, timezone or effective_* — those are local decisions the catalog has no business overwriting. Does not delete duties for retired catalog items; report them instead so a human decides.

    Return a summary of what changed, per duty. Sync is destructive to authored cadence, so it must be legible after the fact.

    Notes

    • position_code is free text on purpose: a customer can load their catalog on day one, before positions are modelled in the platform. Do not require a sys_user_position row to exist.
    • role is a reserved word in the platform vocabulary and the author-time linter rejects it — the field is position_code, and any new field you add must avoid the word too.

    Acceptance

    • applying a 26-item catalog to 3 users creates 78 duties, all source: 'catalog' with catalog_item set
    • applying the same input again creates 0 and reports 78 skipped
    • editing an item's due_offset_days then syncing updates every derived duty and leaves owner/status untouched
    • a duty whose source is 'self' is never touched by sync, even if its catalog_item is somehow set
    • deactivating a catalog item and syncing reports it and changes nothing

    Gates

    pnpm validate && pnpm typecheck && pnpm test && pnpm build.

    Activity

    Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

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      , 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Force GitHub README to respect dark mode\n(function() {\n var style = document.createElement('style');\n style.textContent = '\n .markdown-body {\n color-scheme: dark light;\n }\n .markdown-body pre { background: #161b22 !important; }\n .markdown-body code { background: rgba(110, 118, 129, 0.4) !important; }\n .markdown-body table th, .markdown-body table td { border-color: #30363d !important; }\n .markdown-body img { background: #0d1117; }\n .markdown-body blockquote { border-left-color: #8b949e; }\n .markdown-body hr { border-color: #30363d; }\n ';\n document.head.appendChild(style);\n})();", "GitHub Dark Mode README Fix"); } } catch(__e) { console.warn('[Userscript:GitHub Dark Mode README Fix]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
      Skip to content

      Catalog instantiation — apply a position's duty catalog to a person #5

      Description

      @os-warren

      The onboarding path, and the single biggest adoption risk in the product. Customers arrive with their catalog already written — usually a spreadsheet. If taking a position means hand-typing 26 duties, the rollout dies in week one.

      Files you own

      • src/actions/catalog.actions.ts (new), added to dulyActions in src/actions/index.ts
      • src/actions/catalog.handlers.ts (new)
      • src/actions/register-handlers.ts — add your registration call inside the existing function
      • test/catalog-instantiate.test.ts (new)

      duly_catalog_apply — global action

      Input: a position_code and one or more sys_user ids.

      For each active duly_catalog_item with that position_code, create a duly_duty for each selected user:

      Duty fieldFrom
      name, description, form, frequencythe catalog item
      due_anchor, due_offset_days, lead_days, grace_daysthe catalog item
      ownerthe selected user
      business_unitthe user's sys_user_position.business_unit_id anchor
      timezonethe user's zone if resolvable, else the org default, else UTC
      source'catalog'
      catalog_itemthe item, so edits can be replayed
      status'active'

      Idempotent. Applying twice creates nothing the second time — skip any item that already has a duty for that (catalog_item, owner) pair. Report counts: created, skipped.

      duly_catalog_sync — global action

      Replays cadence edits from the catalog onto duties already instantiated from it. Updates frequency, due_anchor, due_offset_days, lead_days, grace_days on every duly_duty where source = 'catalog' and catalog_item points at a changed item.

      Does not touch owner, status, timezone or effective_* — those are local decisions the catalog has no business overwriting. Does not delete duties for retired catalog items; report them instead so a human decides.

      Return a summary of what changed, per duty. Sync is destructive to authored cadence, so it must be legible after the fact.

      Notes

      • position_code is free text on purpose: a customer can load their catalog on day one, before positions are modelled in the platform. Do not require a sys_user_position row to exist.
      • role is a reserved word in the platform vocabulary and the author-time linter rejects it — the field is position_code, and any new field you add must avoid the word too.

      Acceptance

      • applying a 26-item catalog to 3 users creates 78 duties, all source: 'catalog' with catalog_item set
      • applying the same input again creates 0 and reports 78 skipped
      • editing an item's due_offset_days then syncing updates every derived duty and leaves owner/status untouched
      • a duty whose source is 'self' is never touched by sync, even if its catalog_item is somehow set
      • deactivating a catalog item and syncing reports it and changes nothing

      Gates

      pnpm validate && pnpm typecheck && pnpm test && pnpm build.

      Activity

      Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

      Metadata

      Metadata

      Assignees

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      No type

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        No milestone

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        None yet

        Development

        No branches or pull requests

        Issue actions

        , 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Highlight search terms from Google/DuckDuckGo/Bing referrer\n(function() {\n var ref = document.referrer;\n var terms = [];\n \n if (ref.includes('google.com') || ref.includes('duckduckgo.com') || ref.includes('bing.com')) {\n var url = new URL(ref);\n var q = url.searchParams.get('q') || url.searchParams.get('p');\n if (q) {\n terms = q.split(/\\s+/).filter(function(t) { return t.length > 2; });\n }\n }\n \n if (terms.length === 0) return;\n \n var style = document.createElement('style');\n style.textContent = '.userscript-highlight { background: #fbbf24; color: #1a1a2e; padding: 1px 3px; border-radius: 2px; }';\n document.head.appendChild(style);\n \n function highlight(node) {\n if (node.nodeType === 3) { // text node\n var text = node.textContent;\n var found = false;\n terms.forEach(function(term) {\n var regex = new RegExp('(' + term.replace(/[.*+?^${}()|[\\]\\\\]/g, '\\\\') + ')', 'gi');\n if (regex.test(text)) {\n found = true;\n var frag = document.createDocumentFragment();\n var parts = text.split(regex);\n parts.forEach(function(part, i) {\n if (i % 2 === 0) {\n frag.appendChild(document.createTextNode(part));\n } else {\n var span = document.createElement('span');\n span.className = 'userscript-highlight';\n span.textContent = part;\n frag.appendChild(span);\n }\n });\n node.parentNode.replaceChild(frag, node);\n }\n });\n } else if (node.nodeType === 1 && node.childNodes) { // element\n var skipTags = ['SCRIPT', 'STYLE', 'NOSCRIPT', 'TEXTAREA', 'INPUT', 'SELECT'];\n if (!skipTags.includes(node.tagName)) {\n Array.from(node.childNodes).forEach(highlight);\n }\n }\n }\n \n highlight(document.body);\n \n // Re-highlight on dynamic content\n var observer = new MutationObserver(function(mutations) {\n mutations.forEach(function(m) {\n m.addedNodes.forEach(function(node) {\n if (node.nodeType === 1 || node.nodeType === 3) highlight(node);\n });\n });\n });\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Highlight Search Terms"); } } catch(__e) { console.warn('[Userscript:Highlight Search Terms]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
        Skip to content

        Catalog instantiation — apply a position's duty catalog to a person #5

        Description

        @os-warren

        The onboarding path, and the single biggest adoption risk in the product. Customers arrive with their catalog already written — usually a spreadsheet. If taking a position means hand-typing 26 duties, the rollout dies in week one.

        Files you own

        • src/actions/catalog.actions.ts (new), added to dulyActions in src/actions/index.ts
        • src/actions/catalog.handlers.ts (new)
        • src/actions/register-handlers.ts — add your registration call inside the existing function
        • test/catalog-instantiate.test.ts (new)

        duly_catalog_apply — global action

        Input: a position_code and one or more sys_user ids.

        For each active duly_catalog_item with that position_code, create a duly_duty for each selected user:

        Duty fieldFrom
        name, description, form, frequencythe catalog item
        due_anchor, due_offset_days, lead_days, grace_daysthe catalog item
        ownerthe selected user
        business_unitthe user's sys_user_position.business_unit_id anchor
        timezonethe user's zone if resolvable, else the org default, else UTC
        source'catalog'
        catalog_itemthe item, so edits can be replayed
        status'active'

        Idempotent. Applying twice creates nothing the second time — skip any item that already has a duty for that (catalog_item, owner) pair. Report counts: created, skipped.

        duly_catalog_sync — global action

        Replays cadence edits from the catalog onto duties already instantiated from it. Updates frequency, due_anchor, due_offset_days, lead_days, grace_days on every duly_duty where source = 'catalog' and catalog_item points at a changed item.

        Does not touch owner, status, timezone or effective_* — those are local decisions the catalog has no business overwriting. Does not delete duties for retired catalog items; report them instead so a human decides.

        Return a summary of what changed, per duty. Sync is destructive to authored cadence, so it must be legible after the fact.

        Notes

        • position_code is free text on purpose: a customer can load their catalog on day one, before positions are modelled in the platform. Do not require a sys_user_position row to exist.
        • role is a reserved word in the platform vocabulary and the author-time linter rejects it — the field is position_code, and any new field you add must avoid the word too.

        Acceptance

        • applying a 26-item catalog to 3 users creates 78 duties, all source: 'catalog' with catalog_item set
        • applying the same input again creates 0 and reports 78 skipped
        • editing an item's due_offset_days then syncing updates every derived duty and leaves owner/status untouched
        • a duty whose source is 'self' is never touched by sync, even if its catalog_item is somehow set
        • deactivating a catalog item and syncing reports it and changes nothing

        Gates

        pnpm validate && pnpm typecheck && pnpm test && pnpm build.

        Activity

        Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

        Metadata

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        No type

        Projects

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          No branches or pull requests

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          , 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Strip utm_, fbclid, gclid, etc. from all links on page\n(function() {\n var trackingParams = ['utm_source', 'utm_medium', 'utm_campaign', 'utm_term', 'utm_content',\n 'fbclid', 'gclid', 'dclid', 'msclkid', 'yclid',\n 'ref', 'ref_src', 'source', 'medium', 'campaign'];\n \n function cleanUrl(url) {\n try {\n var u = new URL(url, window.location.origin);\n var changed = false;\n trackingParams.forEach(function(p) {\n if (u.searchParams.has(p)) {\n u.searchParams.delete(p);\n changed = true;\n }\n });\n return changed ? u.toString() : url;\n } catch (e) {\n return url;\n }\n }\n \n function cleanLinks() {\n document.querySelectorAll('a[href]').forEach(function(a) {\n var clean = cleanUrl(a.href);\n if (clean !== a.href) a.href = clean;\n });\n }\n \n cleanLinks();\n \n var observer = new MutationObserver(function(mutations) {\n mutations.forEach(function(m) {\n m.addedNodes.forEach(function(node) {\n if (node.nodeType === 1) {\n if (node.tagName === 'A') cleanLinks();\n node.querySelectorAll('a[href]').forEach(function(a) {\n var clean = cleanUrl(a.href);\n if (clean !== a.href) a.href = clean;\n });\n }\n });\n });\n });\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Remove Tracking Parameters from Links"); } } catch(__e) { console.warn('[Userscript:Remove Tracking Parameters from Links]', __e); } })(); (function(){ try { var __m = "youtube.com"; var __re = new RegExp('^' + "youtube\\.com" + '
          Skip to content

          Catalog instantiation — apply a position's duty catalog to a person #5

          Description

          @os-warren

          The onboarding path, and the single biggest adoption risk in the product. Customers arrive with their catalog already written — usually a spreadsheet. If taking a position means hand-typing 26 duties, the rollout dies in week one.

          Files you own

          • src/actions/catalog.actions.ts (new), added to dulyActions in src/actions/index.ts
          • src/actions/catalog.handlers.ts (new)
          • src/actions/register-handlers.ts — add your registration call inside the existing function
          • test/catalog-instantiate.test.ts (new)

          duly_catalog_apply — global action

          Input: a position_code and one or more sys_user ids.

          For each active duly_catalog_item with that position_code, create a duly_duty for each selected user:

          Duty fieldFrom
          name, description, form, frequencythe catalog item
          due_anchor, due_offset_days, lead_days, grace_daysthe catalog item
          ownerthe selected user
          business_unitthe user's sys_user_position.business_unit_id anchor
          timezonethe user's zone if resolvable, else the org default, else UTC
          source'catalog'
          catalog_itemthe item, so edits can be replayed
          status'active'

          Idempotent. Applying twice creates nothing the second time — skip any item that already has a duty for that (catalog_item, owner) pair. Report counts: created, skipped.

          duly_catalog_sync — global action

          Replays cadence edits from the catalog onto duties already instantiated from it. Updates frequency, due_anchor, due_offset_days, lead_days, grace_days on every duly_duty where source = 'catalog' and catalog_item points at a changed item.

          Does not touch owner, status, timezone or effective_* — those are local decisions the catalog has no business overwriting. Does not delete duties for retired catalog items; report them instead so a human decides.

          Return a summary of what changed, per duty. Sync is destructive to authored cadence, so it must be legible after the fact.

          Notes

          • position_code is free text on purpose: a customer can load their catalog on day one, before positions are modelled in the platform. Do not require a sys_user_position row to exist.
          • role is a reserved word in the platform vocabulary and the author-time linter rejects it — the field is position_code, and any new field you add must avoid the word too.

          Acceptance

          • applying a 26-item catalog to 3 users creates 78 duties, all source: 'catalog' with catalog_item set
          • applying the same input again creates 0 and reports 78 skipped
          • editing an item's due_offset_days then syncing updates every derived duty and leaves owner/status untouched
          • a duty whose source is 'self' is never touched by sync, even if its catalog_item is somehow set
          • deactivating a catalog item and syncing reports it and changes nothing

          Gates

          pnpm validate && pnpm typecheck && pnpm test && pnpm build.

          Activity

          Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

          Metadata

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          Assignees

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          No type

          Projects

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            No milestone

            Relationships

            None yet

            Development

            No branches or pull requests

            Issue actions

            , 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Auto-enable theater mode on YouTube\n(function() {\n function tryTheater() {\n var btn = document.querySelector('button[aria-label=\"Theater mode\"], ytd-player #player button[title=\"Theater mode\"]');\n if (btn && !btn.classList.contains('activated')) {\n btn.click();\n }\n }\n \n // Try immediately\n tryTheater();\n \n // Try after navigation (SPA)\n var lastUrl = location.href;\n setInterval(function() {\n if (location.href !== lastUrl) {\n lastUrl = location.href;\n setTimeout(tryTheater, 500);\n }\n }, 1000);\n \n // Also try on player load\n var observer = new MutationObserver(tryTheater);\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "YouTube Theater Mode Default"); } } catch(__e) { console.warn('[Userscript:YouTube Theater Mode Default]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
            Skip to content

            Catalog instantiation — apply a position's duty catalog to a person #5

            Description

            @os-warren

            The onboarding path, and the single biggest adoption risk in the product. Customers arrive with their catalog already written — usually a spreadsheet. If taking a position means hand-typing 26 duties, the rollout dies in week one.

            Files you own

            • src/actions/catalog.actions.ts (new), added to dulyActions in src/actions/index.ts
            • src/actions/catalog.handlers.ts (new)
            • src/actions/register-handlers.ts — add your registration call inside the existing function
            • test/catalog-instantiate.test.ts (new)

            duly_catalog_apply — global action

            Input: a position_code and one or more sys_user ids.

            For each active duly_catalog_item with that position_code, create a duly_duty for each selected user:

            Duty fieldFrom
            name, description, form, frequencythe catalog item
            due_anchor, due_offset_days, lead_days, grace_daysthe catalog item
            ownerthe selected user
            business_unitthe user's sys_user_position.business_unit_id anchor
            timezonethe user's zone if resolvable, else the org default, else UTC
            source'catalog'
            catalog_itemthe item, so edits can be replayed
            status'active'

            Idempotent. Applying twice creates nothing the second time — skip any item that already has a duty for that (catalog_item, owner) pair. Report counts: created, skipped.

            duly_catalog_sync — global action

            Replays cadence edits from the catalog onto duties already instantiated from it. Updates frequency, due_anchor, due_offset_days, lead_days, grace_days on every duly_duty where source = 'catalog' and catalog_item points at a changed item.

            Does not touch owner, status, timezone or effective_* — those are local decisions the catalog has no business overwriting. Does not delete duties for retired catalog items; report them instead so a human decides.

            Return a summary of what changed, per duty. Sync is destructive to authored cadence, so it must be legible after the fact.

            Notes

            • position_code is free text on purpose: a customer can load their catalog on day one, before positions are modelled in the platform. Do not require a sys_user_position row to exist.
            • role is a reserved word in the platform vocabulary and the author-time linter rejects it — the field is position_code, and any new field you add must avoid the word too.

            Acceptance

            • applying a 26-item catalog to 3 users creates 78 duties, all source: 'catalog' with catalog_item set
            • applying the same input again creates 0 and reports 78 skipped
            • editing an item's due_offset_days then syncing updates every derived duty and leaves owner/status untouched
            • a duty whose source is 'self' is never touched by sync, even if its catalog_item is somehow set
            • deactivating a catalog item and syncing reports it and changes nothing

            Gates

            pnpm validate && pnpm typecheck && pnpm test && pnpm build.

            Activity

            Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

            Metadata

            Metadata

            Assignees

            Type

            No type

            Projects

            No projects

              Milestone

              No milestone

              Relationships

              None yet

              Development

              No branches or pull requests

              Issue actions

              , 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Remove or un-stick sticky/fixed headers that block content\n(function() {\n function unstick() {\n document.querySelectorAll('header, nav, [role=\"banner\"], .header, .navbar, .sticky, .fixed-top, [style*=\"position: fixed\"], [style*=\"position:sticky\"]').forEach(function(el) {\n if (el.style.position === 'fixed' || el.style.position === 'sticky' || \n getComputedStyle(el).position === 'fixed' || getComputedStyle(el).position === 'sticky') {\n el.style.position = 'static';\n el.style.top = 'auto';\n el.style.zIndex = 'auto';\n }\n });\n }\n \n unstick();\n \n var observer = new MutationObserver(unstick);\n observer.observe(document.body, { childList: true, subtree: true, attributes: true, attributeFilter: ['style', 'class'] });\n})();", "Kill Sticky Headers"); } } catch(__e) { console.warn('[Userscript:Kill Sticky Headers]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
              Skip to content

              Catalog instantiation — apply a position's duty catalog to a person #5

              Description

              @os-warren

              The onboarding path, and the single biggest adoption risk in the product. Customers arrive with their catalog already written — usually a spreadsheet. If taking a position means hand-typing 26 duties, the rollout dies in week one.

              Files you own

              • src/actions/catalog.actions.ts (new), added to dulyActions in src/actions/index.ts
              • src/actions/catalog.handlers.ts (new)
              • src/actions/register-handlers.ts — add your registration call inside the existing function
              • test/catalog-instantiate.test.ts (new)

              duly_catalog_apply — global action

              Input: a position_code and one or more sys_user ids.

              For each active duly_catalog_item with that position_code, create a duly_duty for each selected user:

              Duty fieldFrom
              name, description, form, frequencythe catalog item
              due_anchor, due_offset_days, lead_days, grace_daysthe catalog item
              ownerthe selected user
              business_unitthe user's sys_user_position.business_unit_id anchor
              timezonethe user's zone if resolvable, else the org default, else UTC
              source'catalog'
              catalog_itemthe item, so edits can be replayed
              status'active'

              Idempotent. Applying twice creates nothing the second time — skip any item that already has a duty for that (catalog_item, owner) pair. Report counts: created, skipped.

              duly_catalog_sync — global action

              Replays cadence edits from the catalog onto duties already instantiated from it. Updates frequency, due_anchor, due_offset_days, lead_days, grace_days on every duly_duty where source = 'catalog' and catalog_item points at a changed item.

              Does not touch owner, status, timezone or effective_* — those are local decisions the catalog has no business overwriting. Does not delete duties for retired catalog items; report them instead so a human decides.

              Return a summary of what changed, per duty. Sync is destructive to authored cadence, so it must be legible after the fact.

              Notes

              • position_code is free text on purpose: a customer can load their catalog on day one, before positions are modelled in the platform. Do not require a sys_user_position row to exist.
              • role is a reserved word in the platform vocabulary and the author-time linter rejects it — the field is position_code, and any new field you add must avoid the word too.

              Acceptance

              • applying a 26-item catalog to 3 users creates 78 duties, all source: 'catalog' with catalog_item set
              • applying the same input again creates 0 and reports 78 skipped
              • editing an item's due_offset_days then syncing updates every derived duty and leaves owner/status untouched
              • a duty whose source is 'self' is never touched by sync, even if its catalog_item is somehow set
              • deactivating a catalog item and syncing reports it and changes nothing

              Gates

              pnpm validate && pnpm typecheck && pnpm test && pnpm build.

              Activity

              Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

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                Catalog instantiation — apply a position's duty catalog to a person #5

                Description

                @os-warren

                The onboarding path, and the single biggest adoption risk in the product. Customers arrive with their catalog already written — usually a spreadsheet. If taking a position means hand-typing 26 duties, the rollout dies in week one.

                Files you own

                • src/actions/catalog.actions.ts (new), added to dulyActions in src/actions/index.ts
                • src/actions/catalog.handlers.ts (new)
                • src/actions/register-handlers.ts — add your registration call inside the existing function
                • test/catalog-instantiate.test.ts (new)

                duly_catalog_apply — global action

                Input: a position_code and one or more sys_user ids.

                For each active duly_catalog_item with that position_code, create a duly_duty for each selected user:

                Duty fieldFrom
                name, description, form, frequencythe catalog item
                due_anchor, due_offset_days, lead_days, grace_daysthe catalog item
                ownerthe selected user
                business_unitthe user's sys_user_position.business_unit_id anchor
                timezonethe user's zone if resolvable, else the org default, else UTC
                source'catalog'
                catalog_itemthe item, so edits can be replayed
                status'active'

                Idempotent. Applying twice creates nothing the second time — skip any item that already has a duty for that (catalog_item, owner) pair. Report counts: created, skipped.

                duly_catalog_sync — global action

                Replays cadence edits from the catalog onto duties already instantiated from it. Updates frequency, due_anchor, due_offset_days, lead_days, grace_days on every duly_duty where source = 'catalog' and catalog_item points at a changed item.

                Does not touch owner, status, timezone or effective_* — those are local decisions the catalog has no business overwriting. Does not delete duties for retired catalog items; report them instead so a human decides.

                Return a summary of what changed, per duty. Sync is destructive to authored cadence, so it must be legible after the fact.

                Notes

                • position_code is free text on purpose: a customer can load their catalog on day one, before positions are modelled in the platform. Do not require a sys_user_position row to exist.
                • role is a reserved word in the platform vocabulary and the author-time linter rejects it — the field is position_code, and any new field you add must avoid the word too.

                Acceptance

                • applying a 26-item catalog to 3 users creates 78 duties, all source: 'catalog' with catalog_item set
                • applying the same input again creates 0 and reports 78 skipped
                • editing an item's due_offset_days then syncing updates every derived duty and leaves owner/status untouched
                • a duty whose source is 'self' is never touched by sync, even if its catalog_item is somehow set
                • deactivating a catalog item and syncing reports it and changes nothing

                Gates

                pnpm validate && pnpm typecheck && pnpm test && pnpm build.

                Activity

                Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

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