5_3_0 Onboarding flow from Open Collective to active contributor #1

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opened 2025-10-02 15:58:32 +00:00 by robbert_founder · 0 comments

robbert_founder commented 2025-10-02 15:58:32 +00:00

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5_3_0 - Onboarding flow from Open Collective to active contributor

Objective Overview

• ID: 5_3_0
• Type: team
• Phase: pre-validation
• Parent: 5_0
• Status: active
• Last Updated By: robbert on 2026-01-13T22:08:23.000531Z
• Forgejo: #1

Governance (ADM)

• Attacker: 3_1
• Defender: 3_4
• Midfielder: Engelbot

Description

🚀 Smartup Zero — Onboarding MVP Briefing

Goal:
Design a minimum viable onboarding flow that turns a new license buyer from outsider → citizen → active participant (depending on license), while staying authentic to Smartup’s philosophy and leveraging the existing permission model.

---

🎯 Core Objectives

1. Immediate outcome after purchase → Acknowledge contribution, set expectations, deliver first message.
2. Philosophical grounding → “It will be messy, but we start at 0.” (science + art experiment).
3. Identity binding → Create system identity, connect Matrix alias (connect_matrix_owner.py), issue Passport.
4. Progressive layers of orientation → Move through ledger-mapped steps (0 → 6).
5. License‑specific engagement → Watch, Work, Campaign, Group, Founder owners get tailored journeys.
6. End‑goal → Owner has Passport, knows rights/responsibilities, and takes (or observes) first action confidently.

---

🪪 License User Journeys (MVP Cut)

Watch License (Citizen / Observer)

• Entry: Buys license → gets welcome message (“It will be messy—but we start at 0”).
• Onboarding steps:
  1. Linked to Matrix with Passport (via Captain → create_owner.py → connect_matrix_owner.py).
  2. Learns philosophy (0) → experiment, Onlife, role of citizens.
  3. Directed to General Forum (1) → how democracy works, how to request info, how ledger is transparent.
• Outcome:
  • Gains ability to vote, ask queries, participate in discussions.
  • Cannot claim tasks but has visibility/control as an observer-citizen.

---

Work License (Contributor)

• Entry: Buys license → immediately invited to Workplace.
• Onboarding steps:
  1. Identity setup (same as Watch → Passport).
  2. Learns philosophy (0) and democracy (1).
  3. Goes to Workplace (2) → sees ledger, objectives, how SC works.
  4. Teams (3) → apply for a role (attacker/defender entry roles).
  5. Roles (4) → understands permissions.
  6. Objectives (5) → sees big picture.
  7. Tasks (6) → Engelbot lists claimable tasks → first !claim → !start → !stop cycle.
• Outcome:
  • Clear onboarding into team role + first task.
  • First SC earning cycle complete.
  • ✅ Worker feels “I did something real” after first session.

---

Campaign License (Messenger / Amplifier)

• Entry: Buys license → welcomed as ambassador of Smartup’s story.
• Onboarding steps:
  1. Identity setup → Passport.
  2. Learns philosophy message deeply (0 → 1).
  3. Goes into comms-related objectives/teams (2 → 3).
  4. Immediate access to campaign-labeled tasks (storytelling, outreach).
• Outcome:
  • Activated as spokesperson with tasks aligned to communication & community growth.

---

Group (Organisational) License

• Entry: Org/group buys license → treated as collective citizen.
• Onboarding steps:
  1. Captain registers group + delegates.
  2. Delegates connect aliases (Matrix) → Passports.
  3. Group appears in ledger (book-of-owners.csv) with license type = group.
  4. Group can propose objectives, vote as org, or delegate members into roles.
• Outcome:
  • Collective power transparently recorded.
  • Delegates now part of same workflow as Work/Watch.

---

**Founder License **

Founder License price = Total Outstanding SC.
Path 1: Buy license with € → requires SK approval from existing founders.
Path 2: Earn Founder by building SK equal to SC value while operating as Campaign license.
Outcome: New founder only enters through both value proof (funds or SK) and social proof (peer‑granted SK threshold).

🔄 Data / Script Flow (Simplified MVP)

1. Purchase → OpenCollective/Marketplace acknowledges license.
2. Captain action → create_owner.py → Owner created in book-of-owners.csv.
3. Identity ratification → New owner joins Matrix, runs !ratify_ownership.
4. Captain validation → connect_matrix_owner.py ties alias → Passport issued.
5. Owner guided through layers:
   • 0 → Philosophy welcome ("messy but starting at 0")
   • 1 → Forum democracy
   • 2–5 → Workplace insights (Work/Campaign/Group licenses only)
   • 6 → Actionable tasks (Work + Campaign licenses)
6. ✅ End: Smartup Passport complete + first engagement

---

🧑‍💻 Short User Story

“A person (or group) buys a Smartup license (Watch, Work, Campaign, Group, or Founder).
They expect an immediate outcome: recognition + access.
They are guided from philosophy (0) → forum (1) → workplace (2–6).
The loop closes with Passport issuance.

Workers gain mission‑aligned action.
Watchers gain visibility and oversight.
Campaigners amplify the experiment.
Groups enter as NGOs but still have only one vote.
Founders anchor stewardship, either by funding (SC) + SK approval, or earning their way with SK through Campaign.”

---

⚙️ Ledger Mechanics

# Purchase (OpenCollective)
→ license-transactions.csv [NEW_LICENSE]
→ master-events.csv [LICENSE_PURCHASE]

# Create Owner
create_owner.py
→ book-of-owners.csv [owner_id + license_id]
→ identity-mapping.csv [private details]
→ license-transactions.csv [NEW_LICENSE]

# Ratify & Connect
connect_matrix_owner.py
→ book-of-owners.csv [alias_name, matrix_user]
→ owner_passports/<alias>.md & .json
→ master-events.csv [CONNECT_MATRIX]

# License Onboarding Paths
Watch License → Rights: transparency, vote (1 vote = equal to Founder/Group)
Work License → Workflow: tasks → SC earning
Campaign License → Workflow: comms tasks → SK growth
Group License → Rights: 1 vote (immutable). NGO may appoint workers,
                 but each license still = 1 vote. Workers act as any other.
Founder License → Path A: Buy @ outstanding SC value + SK approval
                 Path B: Earn SK value via Campaign + governance

---

📊 Mermaid Diagram

flowchart TD
    A[License Purchase<br/>OpenCollective] --> B[create_owner.py<br/>book-of-owners.csv]
    B --> C[Owner joins Matrix<br/>!ratify_ownership]
    C --> D[connect_matrix_owner.py<br/>Passport issued]
    D --> E{License Type?}

    E -->|Watch| W1[Watch License]
    E -->|Work| W2[Work License]
    E -->|Campaign| W3[Campaign License]
    E -->|Group| W4[Group License<br/>NGO gets 1 vote only,<br/>workers join as normal workers]
    E -->|Founder| W5[Founder License]

    W1 --> F1[Rights:<br/>Transparency & Vote - 1x ]
    W2 --> F2[Rights:<br/>Work sessions, earn SC]
    W3 --> F3[Rights:<br/>Narrative tasks, earn SK]
    W4 --> F4[Rights:<br/>1x vote only,<br/>appointed workers may contribute]
    W5 --> F5[Paths:<br/>Buy SC price + SK approval<br/>or Earn SK via Campaign path]

    F1 --> G[Ledger: master-events + passport complete]
    F2 --> G
    F3 --> G
    F4 --> G
    F5 --> G

✅ Definition of Success (Checklist)

The onboarding objective is complete and successful when:

• Every new licensee is recorded in license-transactions.csv (NEW_LICENSE).
• Every new owner exists in book-of-owners.csv with alias + Matrix ID.
• Passports issued (owner_passports/).
• Watch licensee has transparency access and 1 citizen vote.
• Work licensee has:
  • Applied for role and joined a team.
  • Claimed at least 1 task (task-claimed.csv).
  • Logged first work session (work_clock.csv → session_logs.csv).
  • Received SC (pending or validated).
• Campaign licensee has completed ≥1 comms task (earning SK).
• Group licensee:
  • Group identity registered.
  • Delegates appointed and onboarded as workers (optional).
  • Only 1 vote assigned at governance level.
• Founder license applicant:
  • Either deposited (outstanding SC value) or accumulated SK.
  • Application validated (SK threshold met).
  • Owner status updated → 4_1_1.
• All events logged in master-events.csv for forensic traceability.

---

---

✅ Definition of Done (Autogenerated)

• 6_1_3_0 - license flow run through
• 6_2_3_0 - Testing the flow
• 6_3_3_0 - Refactor Owner Onboarding Scripts
• 6_4_3_0 - Create open collective page
• 6_5_3_0 - Review and Update Public Website Content for timeline0.org

Progress (Autogenerated)

Progress: 100% (5/5 tasks complete)

Status	Count
✅ Complete	5

Last Activity: 2026-06-05 by @robbert

Health: 🔴 Inactive

# 5_3_0 - Onboarding flow from Open Collective to active contributor ## Objective Overview - **ID:** 5_3_0 - **Type:** team - **Phase:** pre-validation - **Parent:** 5_0 - **Status:** active - **Last Updated By:** robbert on 2026-01-13T22:08:23.000531Z - **Forgejo:** https://forge.timeline0.org/Smartup_Zero/2_workplace/issues/1 ## Governance (ADM) - **Attacker:** 3_1 - **Defender:** 3_4 - **Midfielder:** Engelbot ## Description # 🚀 Smartup Zero — Onboarding MVP Briefing **Goal:** Design a **minimum viable onboarding flow** that turns a new license buyer from *outsider → citizen → active participant* (depending on license), while staying authentic to Smartup’s philosophy and leveraging the existing permission model. --- ## 🎯 Core Objectives 1. **Immediate outcome after purchase** → Acknowledge contribution, set expectations, deliver first message. 2. **Philosophical grounding** → “It will be messy, but we start at 0.” (science + art experiment). 3. **Identity binding** → Create system identity, connect Matrix alias (`connect_matrix_owner.py`), issue Passport. 4. **Progressive layers of orientation** → Move through ledger-mapped steps (0 → 6). 5. **License‑specific engagement** → Watch, Work, Campaign, Group, Founder owners get tailored journeys. 6. **End‑goal** → Owner has Passport, knows rights/responsibilities, and takes (or observes) first action confidently. --- ## 🪪 License User Journeys (MVP Cut) ### **Watch License (Citizen / Observer)** - Entry: Buys license → gets **welcome message** (*“It will be messy—but we start at 0”*). - Onboarding steps: 1. Linked to Matrix with Passport (via Captain → `create_owner.py` → `connect_matrix_owner.py`). 2. Learns **philosophy (0)** → experiment, Onlife, role of citizens. 3. Directed to **General Forum (1)** → how democracy works, how to request info, how ledger is transparent. - Outcome: - Gains ability to **vote, ask queries, participate in discussions**. - Cannot claim tasks but has **visibility/control** as an observer-citizen. --- ### **Work License (Contributor)** - Entry: Buys license → **immediately invited to Workplace**. - Onboarding steps: 1. Identity setup (same as Watch → Passport). 2. Learns philosophy (0) and democracy (1). 3. Goes to **Workplace (2)** → sees ledger, objectives, how SC works. 4. Teams (3) → **apply for a role** (attacker/defender entry roles). 5. Roles (4) → understands permissions. 6. Objectives (5) → sees big picture. 7. Tasks (6) → Engelbot lists claimable tasks → first `!claim → !start → !stop` cycle. - Outcome: - Clear onboarding into **team role + first task**. - First SC earning cycle complete. - ✅ Worker feels “I did something real” after first session. --- ### **Campaign License (Messenger / Amplifier)** - Entry: Buys license → welcomed as **ambassador of Smartup’s story**. - Onboarding steps: 1. Identity setup → Passport. 2. Learns philosophy message deeply (0 → 1). 3. Goes into comms-related objectives/teams (2 → 3). 4. Immediate access to campaign-labeled **tasks** (storytelling, outreach). - Outcome: - Activated as **spokesperson** with tasks aligned to communication & community growth. --- ### **Group (Organisational) License** - Entry: Org/group buys license → treated as **collective citizen**. - Onboarding steps: 1. Captain registers group + delegates. 2. Delegates connect aliases (Matrix) → Passports. 3. Group appears in ledger (`book-of-owners.csv`) with license type = group. 4. Group can propose objectives, vote as org, or delegate members into roles. - Outcome: - Collective power transparently recorded. - Delegates now part of same workflow as Work/Watch. --- ### **Founder License ** Founder License price = Total Outstanding SC. Path 1: Buy license with € → requires SK approval from existing founders. Path 2: Earn Founder by building SK equal to SC value while operating as Campaign license. Outcome: New founder only enters through both value proof (funds or SK) and social proof (peer‑granted SK threshold). ## 🔄 Data / Script Flow (Simplified MVP) 1. **Purchase** → OpenCollective/Marketplace acknowledges license. 2. **Captain action** → `create_owner.py` → Owner created in `book-of-owners.csv`. 3. **Identity ratification** → New owner joins Matrix, runs `!ratify_ownership`. 4. **Captain validation** → `connect_matrix_owner.py` ties alias → Passport issued. 5. **Owner guided through layers**: - 0 → Philosophy welcome ("messy but starting at 0") - 1 → Forum democracy - 2–5 → Workplace insights (Work/Campaign/Group licenses only) - 6 → Actionable tasks (Work + Campaign licenses) 6. ✅ End: **Smartup Passport complete + first engagement** --- ## 🧑‍💻 Short User Story > “A person (or group) buys a Smartup license (Watch, Work, Campaign, Group, or Founder). > They expect an immediate outcome: recognition + access. > They are guided from philosophy (0) → forum (1) → workplace (2–6). > The loop closes with Passport issuance. > > Workers gain mission‑aligned action. > Watchers gain visibility and oversight. > Campaigners amplify the experiment. > Groups enter as NGOs but still have only **one vote**. > Founders anchor stewardship, either by funding (SC) + SK approval, or earning their way with SK through Campaign.” --- ## ⚙️ Ledger Mechanics ```code # Purchase (OpenCollective) → license-transactions.csv [NEW_LICENSE] → master-events.csv [LICENSE_PURCHASE] # Create Owner create_owner.py → book-of-owners.csv [owner_id + license_id] → identity-mapping.csv [private details] → license-transactions.csv [NEW_LICENSE] # Ratify & Connect connect_matrix_owner.py → book-of-owners.csv [alias_name, matrix_user] → owner_passports/<alias>.md & .json → master-events.csv [CONNECT_MATRIX] # License Onboarding Paths Watch License → Rights: transparency, vote (1 vote = equal to Founder/Group) Work License → Workflow: tasks → SC earning Campaign License → Workflow: comms tasks → SK growth Group License → Rights: 1 vote (immutable). NGO may appoint workers, but each license still = 1 vote. Workers act as any other. Founder License → Path A: Buy @ outstanding SC value + SK approval Path B: Earn SK value via Campaign + governance ``` --- ## 📊 Mermaid Diagram ```mermaid flowchart TD A[License Purchase<br/>OpenCollective] --> B[create_owner.py<br/>book-of-owners.csv] B --> C[Owner joins Matrix<br/>!ratify_ownership] C --> D[connect_matrix_owner.py<br/>Passport issued] D --> E{License Type?} E -->|Watch| W1[Watch License] E -->|Work| W2[Work License] E -->|Campaign| W3[Campaign License] E -->|Group| W4[Group License<br/>NGO gets 1 vote only,<br/>workers join as normal workers] E -->|Founder| W5[Founder License] W1 --> F1[Rights:<br/>Transparency & Vote - 1x ] W2 --> F2[Rights:<br/>Work sessions, earn SC] W3 --> F3[Rights:<br/>Narrative tasks, earn SK] W4 --> F4[Rights:<br/>1x vote only,<br/>appointed workers may contribute] W5 --> F5[Paths:<br/>Buy SC price + SK approval<br/>or Earn SK via Campaign path] F1 --> G[Ledger: master-events + passport complete] F2 --> G F3 --> G F4 --> G F5 --> G ``` ## ✅ Definition of Success (Checklist) The onboarding objective is complete and successful when: - [ ] **Every new licensee** is recorded in `license-transactions.csv` (`NEW_LICENSE`). - [ ] **Every new owner** exists in `book-of-owners.csv` with alias + Matrix ID. - [ ] **Passports issued** (`owner_passports/`). - [ ] **Watch licensee** has transparency access and 1 citizen vote. - [ ] **Work licensee** has: - [ ] Applied for role and joined a team. - [ ] Claimed at least 1 task (`task-claimed.csv`). - [ ] Logged first work session (`work_clock.csv → session_logs.csv`). - [ ] Received SC (pending or validated). - [ ] **Campaign licensee** has completed ≥1 comms task (earning SK). - [ ] **Group licensee**: - [ ] Group identity registered. - [ ] Delegates appointed and onboarded as workers (optional). - [ ] Only **1 vote** assigned at governance level. - [ ] **Founder license applicant**: - [ ] Either deposited (outstanding SC value) or accumulated SK. - [ ] Application validated (SK threshold met). - [ ] Owner status updated → `4_1_1`. - [ ] All events logged in `master-events.csv` for forensic traceability. --- --- ## ✅ Definition of Done (Autogenerated) <!-- SMARTUPOS:AUTOGEN:DOD:BEGIN --> - [x] [6_1_3_0 - license flow run through](CREATE_MANUALLY) - [x] [6_2_3_0 - Testing the flow](https://forge.timeline0.org/Smartup_Zero/3_1_leadership_team/issues/47) - [x] [6_3_3_0 - Refactor Owner Onboarding Scripts](https://forge.timeline0.org/Smartup_Zero/3_1_leadership_team/issues/53) - [x] [6_4_3_0 - Create open collective page](https://forge.timeline0.org/Smartup_Zero/3_1_leadership_team/issues/63) - [x] [6_5_3_0 - Review and Update Public Website Content for timeline0.org](https://forge.timeline0.org/Smartup_Zero/3_1_leadership_team/issues/85) <!-- SMARTUPOS:AUTOGEN:DOD:END --> ## Progress (Autogenerated) <!-- SMARTUPOS:AUTOGEN:PROGRESS:BEGIN --> **Progress: 100%** (5/5 tasks complete) | Status | Count | |--------|-------| | ✅ Complete | 5 | **Last Activity:** 2026-06-05 by @robbert **Health:** 🔴 Inactive <!-- SMARTUPOS:AUTOGEN:PROGRESS:END -->

robbert_founder added this to the 5_0 SmartupOS MVP ready project 2025-10-02 15:58:33 +00:00

robbert_founder added a new dependency 2025-10-02 15:59:28 +00:00

Smartup_Zero/1_general_forum#2 - 5_0 SmartupOS MVP ready

robbert_founder self-assigned this 2025-10-02 15:59:43 +00:00

Engelbot was assigned by robbert_founder 2025-10-02 15:59:43 +00:00

robbert_founder added a new dependency 2025-10-03 10:54:59 +00:00

Smartup_Zero/3_1_leadership_team#7 - 6_1_3_0_license_flow_run_through

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robbert_founder removed a dependency 2025-10-09 09:58:26 +00:00

Smartup_Zero/1_general_forum#2 - 5_0 SmartupOS MVP ready

robbert_founder added a new dependency 2025-10-09 09:58:44 +00:00

Smartup_Zero/1_general_forum#2 - 5_0 SmartupOS MVP ready

Engelbot referenced this issue from Smartup_Zero/1_general_forum 2026-02-18 04:52:54 +00:00

5_0 SmartupOS MVP ready #2

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