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Federated from workspace · PRD-001 · Dental Clinic Revenue Operating System/docs/architecture/BUSINESS_CAPABILITY_MAP.md Do not edit canonical truth here — update the source repo, then re-run npm run docs:sync.


Business Capability Map

Status: Canonical capability reference — documentation only
Baseline: v3.12-tracking-platform
Last updated: 2026-06-27
Authority: PRODUCT_VISION_AND_STRATEGY.md, MODULE_BOUNDARIES.md, LONG_TERM_ROADMAP.md


Document Role

This document defines every reusable capability of the Universal Business Platform independently from any specific business domain. It is the canonical reference for:

  • What capabilities exist
  • How they relate
  • Which are platform capabilities vs product capabilities
  • Which are reusable across future products
  • How AI workers consume them

This is not an implementation specification. It authorizes no implementation. For module boundaries and public contracts, see MODULE_BOUNDARIES.md. For product vision, see PRODUCT_VISION_AND_STRATEGY.md.


Architectural Layers

All capabilities exist within one of three layers. Dependency direction is always downward — products consume domain modules; domain modules consume platform capabilities via contracts; platform capabilities consume lower platform capabilities via contracts.

┌─────────────────────────────────────────────────────────┐
│  Business Product                                        │
│  Brand, packaging, vertical UX, product-specific AI      │
│  workers, go-to-market, entitlement tiers                │
│  Example: Dental Clinic Revenue Operating System         │
└───────────────────────────┬─────────────────────────────┘
                            │ configures & presents
┌───────────────────────────▼─────────────────────────────┐
│  Domain Modules                                          │
│  Industry entities, workflows, billing rules, charts     │
│  Example: CRM (dental), Leads, Clinic, Finance         │
└───────────────────────────┬─────────────────────────────┘
                            │ consumes via public contracts only
┌───────────────────────────▼─────────────────────────────┐
│  Universal Business Platform                           │
│  Frozen platforms: AI, Analytics, Workflow, Growth,    │
│  Compliance, Marketing, Tracking, SaaS, Observability…   │
└─────────────────────────────────────────────────────────┘

Layer responsibilities

LayerOwnsDoes not own
Business ProductProduct name, vertical terminology, staff/public experience packaging, product-specific worker personas, SaaS tier packaging, onboarding journeysPlatform contract semantics, provider SDKs, cross-tenant infrastructure
Domain ModulesDomain entities, write Actions, business policies, vertical workflows, domain public query/command contractsPlatform registries, preview engines, AI provider routing, frozen platform internals
Universal Business PlatformContract-first capabilities, registries, preview-safe engines, entitlements, observability, AI runtime foundationsIndustry-specific clinical charts, vertical billing rules, product branding

1. Purpose

Why capability mapping exists

Modules, Filament resources, and code folders change as implementation evolves. Capabilities describe what the system can do for the business in stable, product-facing language. Capability mapping:

  • Gives Product, UX, and AI teams a shared vocabulary independent of PHP namespaces
  • Makes reuse across future business products explicit and auditable
  • Shows AI workers which capabilities they may compose without referencing internal implementations
  • Separates frozen platform truth from replaceable domain logic

Why capabilities are more stable than modules

Module artifactStabilityCapability
Class names, file pathsChange during refactorsCapability name persists
Internal servicesForbidden to external consumersCapability accessed via contract
Legacy parallel runtimesMay coexist during migrationCapability has one authoritative platform path
Product brandingPer verticalCapability definition is vertical-agnostic

A capability such as Attribution Preview remains stable whether implemented in Tracking Platform v3.12 or consumed by Marketing AI in a future phase. Modules implement capabilities; products consume capabilities.

Why products consume capabilities instead of internal implementations

Under ANPA and module boundary rules:

  1. Products and AI workers import contracts only — never registries, engines, or Infrastructure models
  2. Capabilities are the unit of composition — Sales AI consumes Marketing Preview capability, not MarketingPlatformService internals
  3. Frozen platforms are integration boundaries — bypassing a capability breaks freeze policy and audit guarantees
  4. Future products swap domain modules while reusing the same capability catalog

Products ask "what can the platform do?" Domain modules ask "what does this industry do?" Platforms answer "here is the contract."


2. Capability Categories

Capabilities are grouped by category. Categories are organizational — not module boundaries. A single frozen platform may own multiple capabilities.


2.1 AI Capabilities

CapabilityDescriptionMaturity
ConversationMulti-turn dialogue, message history, locale-aware sessionsAI Platform + future Clinic AI
PlanningTool planning, action planning, task plans, execution plansAssistant v3.3, Agent v3.4
Tool ExecutionContract-bound tool dispatch with preview and approved executeAI Runtime v2.1 + future Clinic AI
Approval WorkflowHuman-in-the-loop gates for write operationsProduct vision + future Clinic AI
MemorySession and role-aware context retentionAI Runtime v2.1
RecommendationsDeterministic next-action and platform recommendationsTracking, Marketing, Growth, OI platforms
ReportingNatural language report narrative over contract-backed metricsProduct vision + Analytics
Provider SelectionAutomatic routing across LLM/media/speech providersFuture AI Capability Ecosystem
AI CompositionMulti-capability chains (copy → image → video → validate)Future Digital Workforce
Embeddings & RetrievalVector search, RAG, clinic-scoped knowledgeAI Runtime v2.1
Agent OrchestrationMulti-agent coordination, handoff, collaboration previewAgent v3.4
Mission RuntimeLong-running mission scheduling, state, recoveryMission v3.5
Copilot BriefingsRole-based executive/clinic/finance briefingsAssistant v3.3

2.2 Business Capabilities

Business capabilities combine domain modules (writes and domain rules) with business platform layers (preview intelligence).

CapabilityDomain moduleBusiness platformPrimary contract surface
CRMPatients, appointments, clinical workflowsCRM Actions, read query ports
SchedulingAppointments, calendarWorkflow availabilityCRM Actions
Billing / RevenueInvoices, payments, credit notes, refundsFinance integrityFinancialQueryContract
LeadsCapture, qualification, conversionLeadQueryServiceContract, LeadCommandServiceContract
MarketingLegacy campaign executionMarketing Platform previewsMarketingPlatformContract
GrowthLegacy growth actionsGrowth Platform scoringGrowthPlatformContract
TrackingLegacy event persistenceTracking Platform taxonomyTrackingPlatformContract
ComplianceViolation logging, auditCompliance Platform scansCompliancePlatformContract
AnalyticsMetric providersKPI, trend, benchmarkAnalyticsPlatformContract, AnalyticsAdvancedReadQueryContract
Operational IntelligenceHealth scores, insightsOperationalIntelligenceContract
Clinic ConfigurationSettings, hours, servicesClinicQueryServiceContract
Public WebsiteTemplate contentClinicTemplateViewService

2.3 Platform Capabilities

Infrastructure and cross-cutting capabilities — domain independent.

CapabilityOwner platformFreeze reference
WorkflowWorkflow Platformv2.7 / v2.8 designer
NotificationsNotification Platformv2.4
Realtime / PresenceRealtime Platformv2.6
PermissionsShared + Product layer RBACv1.4 + Shared
LocalizationShared + locale configShared
SaaS / EntitlementsEntitlementsv1.6
Multi-tenancyShared clinic scoping + SaasShared + v1.3–v1.6
ObservabilityObservability Platformv3.7
Production HardeningProduction Platformv3.8
Deployment / ConfigurationDeployment Platformv3.6
StorageLaravel + module InfrastructurePer module
SearchSearch Platformv2.5
WorkspaceWorkspace Platformv2.3
IntegrationsIntegrations Platformv1.8
Marketplace ConnectorsConnector Marketplacev1.9
Public APIPublic APIv1.7
Billing (SaaS)Billing Platformv1.3
Autonomous OperationsAutonomous Operationsv3.2

2.4 User Experience Capabilities

Presentation capabilities — no business logic; consume platform contracts.

CapabilityDescriptionMaturity
Structured ResponsesTyped AI payloads: headline, narrative, alerts, metricsProduct vision + legacy assistant DTOs
Navigation CardsDeep links to Filament resources with contextProduct vision
Action CardsProposed actions with risk tier and approvalProduct vision
Preview ScreensPreview-before-execute UI for tools and platform previewsANPA standard
DashboardsRead-only platform and domain dashboardsFrozen platform pages
Design SystemTokens, components, platform navigation patternsFuture Platform UX
Public ExperienceUnified public site, hero AI placementFuture Public Experience Platform

3. Capability Ownership

For each capability: owner (who defines and governs it), consumers, reusable across future products, domain independent (yes/no).

AI capabilities

CapabilityOwner PlatformConsumersReusableDomain Independent
ConversationAI Platform → future Clinic AIAll AI workers, Filament, LivewireYesYes
PlanningAssistant, AgentClinic AI, Digital WorkforceYesYes
Tool ExecutionAI Runtime → future Clinic AIAll AI workersYesYes
Approval WorkflowFuture Clinic AI (product pattern)All staff-facing AI workersYesYes
MemoryAI RuntimeAll AI workersYesYes
RecommendationsTracking, Marketing, Growth, OIAI workers, dashboardsYesYes
Reporting (AI narrative)Product layer + AnalyticsClinic AI, managers, ownersYesYes
Provider SelectionFuture AI Capability EcosystemAll AI workersYesYes
AI CompositionFuture Digital WorkforceSales AI, Clinic AI, Support AIYesYes
Embeddings & RetrievalAI RuntimeAll AI workersYesYes
Agent OrchestrationAgent PlatformDigital Workforce, Clinic AIYesYes
Mission RuntimeMission PlatformDigital WorkforceYesYes
Copilot BriefingsAssistant PlatformFilament, future Clinic AIYesYes

Business capabilities

CapabilityOwner PlatformConsumersReusableDomain Independent
CRMCRM domain moduleAll products, AI workers, WorkspaceConfigureNo — domain module replaced per vertical
SchedulingCRM domain moduleReception AI, Support AI, WorkflowConfigureNo
Billing / RevenueCRM Finance (frozen)Finance AI, Clinic AI, reportsConfigureNo — rules per vertical
LeadsLeads domain moduleSales AI, Growth, MarketingYesMostly — lead model adapts
Marketing intelligenceMarketing PlatformSales AI, Clinic AI, Marketing staffYesYes
Growth intelligenceGrowth PlatformSales AI, Clinic AI, ownersYesYes
Tracking intelligenceTracking PlatformMarketing AI, Sales AI, GrowthYesYes
Compliance intelligenceCompliance PlatformAll AI workers, marketing staffYesYes — rule packs vary
AnalyticsAnalytics PlatformAll dashboards, AI workers, reportsYesYes
Operational IntelligenceOI PlatformClinic AI, Assistant, AgentYesYes
Clinic ConfigurationClinic domain moduleOnboarding AI, adminConfigureNo
Public WebsiteClinicTemplateSystemSales AI, Public ExperienceConfigureNo

Platform capabilities

CapabilityOwner PlatformConsumersReusableDomain Independent
WorkflowWorkflow PlatformAll products, Mission, AI workersYesYes
NotificationsNotification PlatformAll products, WorkflowYesYes
RealtimeRealtime PlatformAssistant, Agent, reception UXYesYes
PermissionsShared + ProductAll layersYesYes
LocalizationShared + product configAll UX, AI workersYesYes
SaaS / EntitlementsEntitlementsAll products, AI quotaYesYes
Multi-tenancyShared + SaasAll productsYesYes
ObservabilityObservability PlatformAll platforms, audit, AIYesYes
ProductionProduction PlatformAll platforms, AI gatesYesYes
DeploymentDeployment PlatformOps, feature flagsYesYes
SearchSearch PlatformWorkspace, CRM UIYesYes
WorkspaceWorkspace PlatformAdmin hub, notificationsYesYes
IntegrationsIntegrations PlatformMarketplace, connectorsYesYes
Public APIPublic APIExternal systems, mobile (future)YesYes
Billing (SaaS)Billing PlatformProduct layer, entitlementsYesYes
Autonomous OperationsAutonomous OperationsAssistant, Agent, OIYesYes

User experience capabilities

CapabilityOwner PlatformConsumersReusableDomain Independent
Structured ResponsesFuture Platform UX + Clinic AIAll AI surfacesYesYes
Navigation CardsFuture Platform UX + Clinic AIAll AI workersYesYes
Action CardsFuture Platform UX + Clinic AIAll AI workersYesYes
Preview ScreensANPA pattern (all preview platforms)Filament, AI, public siteYesYes
DashboardsPer frozen platform + domainStaff, adminsYesMostly
Design SystemFuture Platform UXAll Filament/BladeYesYes
Public ExperienceFuture Public Experience PlatformSales AI, websiteConfigureMostly

4. Capability Dependencies

Dependencies flow downward — higher capabilities consume lower capabilities via public contracts only. No upward or lateral internal imports.

Reporting stack

Intelligent Reporting (product capability)

Analytics / Advanced Analytics

Operational Intelligence

Metric Data Providers (domain + platform events)

Tracking Platform (behavioral taxonomy)

Marketing Platform (channel context)

Growth Platform (demand context)

CRM / Leads (operational records)

Direction: Reports consume analytics; analytics consumes metrics; metrics may be enriched by tracking and domain reads. AI narrates reports; it does not replace the query chain.

AI worker stack

AI Worker (Sales AI, Clinic AI, Support AI)

Assistant / Agent / Mission (orchestration layers)

AI Platform / AI Runtime (execution)

Platform Contracts (Layer 1 live truth)

Domain Query Contracts (CRM, Leads, Clinic, Finance reads)

Entitlements + Production (gates)

Observability (audit)

Direction: AI workers never skip to domain Infrastructure. They traverse platform and domain contracts.

Marketing intelligence stack

Marketing Platform previews

Compliance Platform (content validation context)

Growth Platform (demand context)

Tracking Platform (attribution/journey context)

Leads (pipeline reads)

Analytics (performance metrics)

Compliance stack

Compliance Platform previews

Growth Platform (validation context)

Analytics + OI (signal enrichment)

Observability (audit event types)

Dependency rules (canonical)

RuleMeaning
Contract-only edgesCapability A → Capability B only through B's public contract
No registry importsConsumers reference capability keys in config — not registry classes
Preview before mutateIntelligence platforms preview; domain Actions mutate
AI consumes downAI workers depend on platforms below them — never the reverse
Product configuresBusiness Product selects which capabilities are entitled — does not implement them

5. Capability Lifecycle

Capabilities evolve through a governed lifecycle. Not every capability reaches every stage.

Idea

Capability (named, categorized, ownership assigned)

Platform (contract-first implementation, registries, engines, freeze)

Product (entitlement packaging, UX presentation, vertical config)

AI Worker (worker consumes capability via contract + tools)

User Experience (structured responses, cards, dashboards, public surfaces)

Marketplace (connectors, vertical packs, third-party extensions)
StageGovernanceExample
IdeaProduct/architecture discovery — no code"AI-generated promotional video in campaigns"
CapabilityDocumented in this map; owner assignedVideo Generation capability (AI category)
PlatformArchitecture spec → implementation → freezeTracking Platform v3.12
ProductEntitlement tier, Filament/Blade presentationTracking dashboard in dental product
AI WorkerWorker tool binds to platform contractClinic AI calls previewJourney()
User ExperienceDesign system components render capability outputJourney preview card in Clinic AI panel
MarketplaceExternal connector or vertical pack distributes capabilityPartner attribution connector

Capabilities may enter at Platform (skipping Idea in repo history for mature domains) or remain at Capability indefinitely (vision-only until phase approval).


6. Capability Reuse Matrix

Legend:

SymbolMeaning
RReuse unchanged — same frozen platform capability
CConfigure — registry keys, entitlements, worker tools, rule packs
EExtend — additive domain module on same platform
XReplace — new domain module for vertical

Strategic examples only — not committed products.

CapabilityDentalDermatologyVeterinaryBeautyWarehouseERPRetailHospitalityLaboratoryField ServiceMedical Clinic
AI PlatformRRRRRRRRRRR
WorkflowRRRRRRRRRRR
AnalyticsRRRRRRRRRRR
ObservabilityRRRRRRRRRRR
Entitlements / SaaSRRRRRRRRRRR
Marketing PlatformRCCRCCRRCCC
Tracking PlatformRCCRCCRRCRC
Growth PlatformRCCRCRRRCCC
Compliance PlatformRCCCCCCCRCC
CRM domainRXXCXECCXXX
Billing / FinanceRCCCCECCCCC
Clinic AI patternsRCCCCCCCCCC
SchedulingRCCCERCRR
Public websiteRCCCCCRCC
Inventory domainXEXCXC
Design SystemRRRRRRRRRRR
Digital WorkforceRRRRRRRRRRR

Pattern: Platform rows are R. Domain rows are X, C, or E. Dental is the reference product; all others adapt domain modules while reusing frozen platforms.


7. AI Consumption Map

AI workers are capability composers. They consume capabilities only through platform and domain contracts.

Sales AI (future)

Sales AI Worker

Marketing Platform (campaign/strategy previews)

Tracking Platform (journey/attribution previews)

Growth Platform (opportunity/demand previews)

Leads (pipeline reads, lead creation commands — approved)

Compliance Platform (content scan before outbound)

Clinic / Public Experience (services, pricing context)

Reports (prospect funnel, conversion narrative)

Entitlements (plan recommendation, quota)

Customer Support AI (future)

Support AI Worker

CRM (appointment reads — scoped)

Scheduling (availability previews)

Clinic Configuration (hours, contact)

Compliance Platform (patient communication rules)

Realtime (escalation/presence — optional)

Workflow (escalation definitions — read)

Clinic AI (future)

Clinic AI Worker

Financial Query (revenue, unpaid — permission gated)

CRM (appointments, patients, treatment — role gated)

Growth Platform (opportunity previews)

Marketing Platform (campaign previews)

Tracking Platform (conversion/journey previews)

Compliance Platform (content/advertising previews)

Operational Intelligence (health, insights)

Analytics (trends, benchmarks)

Workflow + Realtime (operations context)

Reports (executive, financial, operational)

Approval Workflow (writes)

Observability (audit)

Digital Workforce (future)

Digital Workforce Platform

All AI workers (Sales, Support, Clinic, Onboarding, Compliance Advisor…)

Agent + Mission + Assistant (orchestration)

AI Capability Ecosystem (provider routing)

All Platform Contracts (Layer 1)

Entitlements + Production (gates)

Observability (unified audit)

Consumption rules for AI

RuleDescription
Layer 1 firstLive state from platform/domain contracts before retrieval or LLM
Preview defaultIntelligence and tool calls preview unless approval granted
Permission filterEvery capability check runs before response composition
No upward dependencyPlatforms do not call AI workers
Structured outputAll worker responses map to UX capabilities (cards, blocks, bands)

8. Capability Stability Levels

Capabilities are classified by change governance. Stability level determines who may propose changes and what process applies.

LevelNameDefinitionGovernanceExamples
AFrozen foreverImmutable integration boundary; additive DTO fields only via governed phasesFreeze policy; architecture review; zero-byte diff vs prior tagFinance v1.0, Tracking v3.12, AI Platform v2.0
BRare changesFrozen platform; patch phases only for hardeningPhase workflow + freezeGrowth, Compliance, Marketing, Production
CConfigurableBehavior driven by registries and config — not code changesRegistry validation; config reviewWorker tools, attribution policies, entitlement tiers
DDomain specificPer-vertical domain module — replaced or extended per productDomain module ownership; not frozen as platformDental chart, treatment plans, tooth notation
EExperimentalVision or legacy parallel — not canonical capability pathDiscovery only; no production dependencyLegacy ClinicAssistantService, vision-only AI Capability Ecosystem registries

Governance by level

LevelProduct mayArchitecture mayImplementation
AConsume via contractAdditive phase with new tagForbidden without phase
BConsume via contractHardening phaseGoverned phase only
CConfigure via admin/configExtend registry schema via phaseRegistry + config
DReplace per vertical productSpec new domain modulePer product phase
EMust not depend for truthPromote to C/B via discoveryNot authorized

When this map conflicts with a frozen release record, the release record wins.


9. Future Expansion

New capabilities are added without modifying frozen platforms — only through additive phases.

Expansion typePathFrozen platform impact
New AI capabilityAI Capability Ecosystem phase; new capability category in registriesNone — additive module/config
New business capabilityNew domain module + optional business platform layerNone — new module
New providerAI Provider Registry (future); AI Platform provider slotNone — AI module additive
New reportAnalytics metric provider + product report templateNone — additive providers
New productNew domain modules + product config on same platformsNone
New verticalDomain Adaptation Strategy (PRODUCT_VISION §17)None
Marketplace extensionConnector Marketplace; Integrations platformNone — v1.9 pattern

Expansion checklist (mandatory)

  1. Name capability in this map (or amend via documentation PR)
  2. Assign category, owner, stability level target
  3. Architecture discovery → specification → implementation → review → hardening → freeze (if platform)
  4. Update MODULE_BOUNDARIES only at freeze — not during discovery
  5. AI workers bind via new contract methods or existing contract composition — not internal imports

10. Strategic Principles

These principles govern capability decisions across all current and future products on the Universal Business Platform.

PrincipleCapability meaning
Capability FirstName and document what the system does before where code lives
Contract FirstEvery capability exposes a stable public contract for humans and AI
Configuration over CustomizationPrefer registry/config changes over forked implementations
Composition over DuplicationWorkers compose existing capabilities — do not reimplement analytics or compliance
Platform before ProductPlatform capabilities exist before product packaging
Reuse before RewriteFuture products replace domain modules — not frozen platforms
AI consumes CapabilitiesAI workers are consumers — not owners — of business truth
Preview before ExecutePreview capability invoked before any mutate capability
Human ApprovalWrite capabilities require approval proportional to risk
Provider AgnosticAI execution capabilities route across vendors — no single-provider dependency
Universal Business PlatformOne capability catalog serves dental today and adjacent verticals tomorrow

DocumentRelationship
MODULE_BOUNDARIES.mdAuthoritative public contracts and freeze tags per platform
PRODUCT_VISION_AND_STRATEGY.mdProduct vision, Universal Business Platform, AI ecosystem
AI_NATIVE_PLATFORM_ARCHITECTURE.mdANPA methodology, three-layer knowledge model
LONG_TERM_ROADMAP.mdPlatform phase sequence
phase-9a-clinic-ai-platform-specification.mdClinic AI design authority (when approved)
docs/releases/v3.12-tracking-platform.mdCurrent frozen baseline

Business Capability Map. Baseline v3.12-tracking-platform. Documentation only — no implementation authorized.

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