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Domain Model Reference (Advanced)

Audience: Power User / Admin / Maintainer
Page Type: Advanced Reference
Summary: A more detailed, ERD-like view of COS concepts and how they relate. This page is optional; start with the Concept Map and the Concepts Guide.

Relationship Overview (ERD-like, Conceptual)​

Tenant (Workspace)
  ├─ Org Units (tree)
  ├─ Members (User ↔ Tenant)
  ├─ Strategic Cycles
  │    ├─ Mission & Vision
  │    ├─ Resource Analysis (VRIO reports + items)
  │    ├─ Current State / Assessment
  │    ├─ SWOT
  │    ├─ Balanced Scorecard
  │    │    └─ KPIs (+ measurements)
  │    └─ Strategic Themes
  │         └─ OKR Cycles
  │              └─ Objectives
  │                   ├─ Key Results
  │                   │    └─ KR Updates (periodic check-ins)
  │                   └─ Initiatives
  │                        └─ Status / delivery tracking
  └─ Dashboards / Reports

User
  ├─ Global role (platform-level)
  └─ Membership role (per-tenant)

Important: COS uses business concepts (Cycle, Theme, Objective, etc.). This is not a database schema and intentionally avoids internal field names.

Core Concepts (Business Attributes)​

Tenant / Workspace​

  • Represents a company environment and is the primary data isolation boundary.

Org Unit​

  • A hierarchy node (company/division/team) used for ownership and visibility scope.

Member (Tenant Membership)​

  • Connects a User to a Tenant and defines their tenant-level role.

Strategic Cycle​

  • The “container” for a strategy period (e.g., annual plan) and its analyses and decisions.

Strategic Theme​

  • Focus area that groups OKRs and connects assessment to execution.

OKR Cycle​

  • Timebox for OKR execution (often quarterly) linked to a Strategic Cycle and (typically) a Theme.

Objective / Key Result / Initiative​

  • Objective: qualitative goal
  • Key Result: measurable outcome with periodic progress updates
  • Initiative: delivery work that supports KRs (typically linked to KRs)

Owner & Contributor Model:

  • All three records support ownerMembershipId for owner assignment (Objective owner is automatically set to the unit leader).
  • Each record type has a separate contributor table (OkrObjectiveContributor, OkrKeyResultContributor, OkrInitiativeContributor) for multi-contributor assignment.
  • Confidential records are visible to their owner and contributors regardless of unit membership.

KPI & Measurements​

  • KPIs represent metrics (often grouped under Balanced Scorecard).
  • Measurements are time-series updates used in reporting and reviews.

Where Rules Live​