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Ops partner profile bridge (Identity lane)

Claim: partner identity is rooted in ops tree_nodes; Partner Profile OS is an adapter, not a peer ledger.

Piece	Path
Schema	`partner_profile_bindings` in `lib/operations/schema.ts`
Bridge	`lib/operations/partner-profile-bridge.ts`
Templates	`config/partner-templates/` (TOML, standalone — not Sports Terminal nested build)
Brands	`TreeNodeId`, `PartnerTemplateId`, `PartnerProfileKey` in `lib/types/branded/operations.ts`
Summary	`buildOpsSummary().partners` · portal panel Partner profiles
Sync	`applyOpsSyncEvent(..., db)` binds on `account_assigned` / `telegram_linked`
Backfill	`bun scripts/backfill-partner-bindings.ts`

Binding model

tree_nodes.id  ──1:1──►  partner_profile_bindings.tree_node_id
                              ├── template_id  → config/partner-templates/<id>.toml
                              ├── profile_key  → PartnerProfileKey (pp-…)
                              └── lifecycle_status ∈ signup | materialized | kyc_pending | active | suspended | terminated

Default template: default-prospect (DEFAULT_TEMPLATE_ID).

API surface

Function	Role
`bindPartnerProfile` / `bindTemplate`	Create or refresh binding
`materializePartnerProfile` / `materializeProfile`	Join tree + platform accounts + provisioning
`queryPartnersSlice` / `getPartnersSummary`	Ops-summary counts
`templateIdForSource(source?)`	Onboard source → template (I1: always default)
`evaluateForNode`	Root-owned policy gate subset (I2 precursor)
`backfillPartnerBindings`	One-shot bind for active unbound nodes

Lifecycle defaults

`tree_nodes.status`	Default lifecycle on bind
`prospect`	`materialized`
`partner`	`active`
other active	`materialized`

Commands

# Schema is applied via openOperationsDb → initSchema → migrateSchema
bun scripts/backfill-partner-bindings.ts --dry-run
bun scripts/backfill-partner-bindings.ts

# Summary includes partners slice
bun run ops:snapshot

# Tests
bun test tests/partner-profile-bridge.test.ts tests/ops-summary.test.ts

Adding a partner type (I1)

Add config/partner-templates/<slug>.toml with [meta] + [sor].
Extend templateIdForSource if source/referral should pick that slug.
Bind via bindPartnerProfile(db, treeNodeId, { templateId: asPartnerTemplateId(slug) }).
Re-run ops:snapshot and confirm portal Partner profiles panel.

Phase I2 — policy gate on dispatch

publishAndDispatch (play-dispatcher):

Auto-bind missing profiles (default-prospect).
inferSignalTypeFromPlay → evaluateForNode (template SoR).
recordGateDecision on every recipient.
Deny → skip reserve/distribution + play.gate.denied outbox event.
Adjust → use capped stake + play.gate.adjusted event.
Reserve fail → play.gate.denied with reserve reason.

Tests: tests/play-dispatcher-gate.test.ts · tests/toc-play-routing.test.ts.

Phase I2b — TOC weightedScore routing (before template gate)

After auto-bind, rankPlayRecipients orders agents by baked TOC weightedScore (readiness × expertWeight × limit freshness × Gate 12 — see lib/toc-ops/return-efficiency.ts).

When buffer.throttleOnboarding is true and an agent has a TOC-bound call sign with 0 < weightedScore < 0.5, dispatch defers before evaluateForNode:

recordGateDecision with action: 'defer'.
play.gate.defer outbox (payload includes callSign, weightedScore, rankedRank).
Skip reserve/distribution for that recipient; higher-score recipients still dispatch.

Override baked snapshot in tests via publishAndDispatch(..., { routingContext }).

Phase I3 — identity channel

Event	Topic	When
`partner.bound`	`identity`	First `bindPartnerProfile` insert via ops-sync (`created === true`)
`partner.welcome`	`identity`	Telegram linked · HTML template pack + keyboard (`r2` + `telegram`)
`partner.onboard.complete`	`identity`	Package apply · `onboard.complete.v1` (`r2` + `telegram`)
`play.gate.denied` / `play.gate.adjusted` / `play.gate.defer`	`plays`	Dispatch gate / TOC routing defer
`play.settled`	`plays`	Settlement (profileKey attached when bound)

Helpers: enqueueIdentityChannelEvent, enqueuePartnerWelcomeEvent, enqueueOnboardCompleteEvent, enqueuePlayGatedChannelEvent in lib/channels/outbox.ts.

Deep identity (cellphone → profile → seat → ChatChannelMeta → templates): partner-onboarding-package.md.

Process: processChannelOutbox (welcome/onboard.complete use telegram projector with parseMode: HTML; other identity events default R2; tests use deliver: false → local MemoryChannelStore).

Explicit non-goals (later)

Importing full Sports Terminal PartnerGateway / nested monorepo UI.
Slack/Telegram projectors on every identity event (identity defaults to R2 only).
Multi-template referral routing beyond templateIdForSource stub.

Deep onboarding + Telegram templates: partner-onboarding-package.md
Ops dual-mode experiments skill: .agents/skills/ops-dual-mode-experiments/
Partner Profile OS product skill: .agents/skills/partner-profile-os/
Ops snapshot tenant: ops-snapshot.md

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