BC
Brad CodyAdministrator

Company language

Canonical glossary

One approved vocabulary for the business, product, network and technology. Specifications and AI-generated work should use these terms exactly and flag proposed changes for review.

Approved terms204Across 17 categories

Implementation contract

How people and AI must use this glossary

The glossary governs product-facing language. It does not authorize unsafe internal renaming: labels and definitions guide the experience, while keys, routes, APIs, analytics and stored values require an explicit migration.

00

Brand Philosophy governs

When Brand, Marketing, Website, Product, Engineering, AI, Design, Sales or documentation decisions conflict, return to the Brand Philosophy, Marketing & Experience Guide and record the decision against its governing principle.

01

Canonical labels govern

Use the glossary term in UI, specifications, notifications, exports, analytics and accessibility labels. Feature-local synonyms require an explicit approved reason.

02

Stable keys do not follow copy

A label correction does not automatically rename database keys, routes, event names or APIs. Migrate those consumers deliberately and preserve compatibility where required.

03

Evidence and future intent stay separate

Current-state specifications describe verified live behavior. Future-state specifications define approved direction. Never describe planned behavior as already available.

04

Conflicts are recorded

When the live product, specification and glossary disagree, flag the conflict, identify the owner and choose a controlled migration instead of silently normalizing the difference.

05

One concept, one meaning

Project Phase is not Pipeline Stage; Role Label is not Access Role; Activity is not Audit History; Offer is not Assignment; File is not Attachment.

06

Changes require stewardship

A new or changed canonical term needs a definition, category, affected consumers, migration impact and review by the owning Product or business authority.

Canonical network architecture

Nine Provider Categories

  1. 01Vendors & Product Suppliers
  2. 02Millwork & Custom Fabrication
  3. 03Contractors & Specialty Trades
  4. 04Photography
  5. 05Measurement & Drafting
  6. 06Receiving, Warehouse & Storage
  7. 07White-Glove Delivery
  8. 08Installation Services
  9. 09General Service Providers

Writing standard

Capitalization and naming

Governed records and rolesCapitalize Project, Workspace, Designer, Provider, Client, Application, Pipeline, Offer, Proposal, Work Order, Invoice and other defined platform concepts when referring to their governed product meaning.

Ordinary-language useUse lowercase when the word is generic rather than a Registry record or role: a design project in an industry article versus Project Rosedale in the platform.

The Design RegistryUse the full name on first formal mention. The Registry may be used afterward. Do not shorten the company to Design Registry in formal identity copy.

Provider CategoriesUse the exact title-cased canonical Category names. Use lowercase only when discussing the general service rather than the governed Category.

Interface actionsUse sentence case and direct verbs: Add task, Send Offer, Publish version and Start Administrative Access Session.

IdentifiersLabels may evolve; stable field, option, status, event and record keys remain machine-readable and change only through an approved migration.

Migration guardrail

Retired and ambiguous language

These labels may appear in current code or historical records. They are migration evidence, not approved language for new interfaces or documentation.

Proper GalleryThe Design Registry or the actual Workspace nameRetired company identity.
PartnerDesigner Studio, Provider, Client or Project ParticipantAmbiguous participant label.
Provider typeProvider CategoryCategory governs qualification and workflow.
Project stageProject PhaseStage is reserved for Pipelines.
CustomerClient, Workspace, User or participant as context requiresCustomer is ambiguous in this multi-sided product.
Custom roleRole Label or Access RoleDescription and authority are separate concepts.
Log in to workspaceStart Administrative Access SessionRegistry access must disclose scope, reason and audit.
LD-* / Lead recordPipeline Record or Project Opportunity identifierLegacy implementation and business-model language.

Terminology governance

Conflict register

Observed labels are preserved as evidence. Canonical labels govern new UI, specifications, notifications, exports, APIs and migrations.

38 tracked decisions
AreaObservedCanonicalStatus
Authenticated shell
Proper GalleryLegacy seed branding remains in the active Workspace, matching policy and Project Template copy.

The Design Registry or the actual customer Workspace name

Live correction required
Pipelines
Lead, LD-* and /admin/leadsLegacy aliases may remain only for migration, redirects and audit.

Project Opportunity or Pipeline Record with its canonical identifier and route

Live correction required
Pipelines
Customer-created PipelineCustomer is ambiguous because Client is already a governed participant type.

Workspace-created Pipeline

Documentation corrected
Activity
Customer touchpointThe timeline can contain interactions with more than Clients.

External touchpoint, with Client, Designer or Provider identified where relevant

Documentation corrected
Matchmaking
Compatible partnersPartner is not a canonical catch-all participant type.

Compatible Designers, Compatible Providers or Match Candidates

Live correction required
Assignments
Offer and Assignment in one lifecycle surfaceAcceptance does not erase the Offer or make it the Assignment record.

Offer and Project Assignment as separate related records

Future Spec 10 corrected
Projects
Project Stage or seven-stage processStage is reserved for Pipeline workflow positions.

Project Phase or seven-Phase process

Documentation corrected
Projects
Partner rolesA participant role and a need for a Provider Category are different concepts.

Project Participants and Provider Requirements

Live correction required
Projects
Project Book as a record typeProject Presentation is the Client-facing authored webpage/PDF.

Project Record; Project Book only as an experience label

Glossary clarified
Projects
Client / household as editable textHousehold may be a display label, but it cannot replace the canonical Client relationship.

Linked Client Entity

Live correction required
Settings
Role as authorityA Role Label never grants access by itself. Permission set is an internal implementation description, not the customer-facing product term.

Role Label for customer language; Access Role for authority

Glossary clarified
Providers
Vendor used for every external businessVendor remains correct for Purchase Orders, Vendor quotes and product-source APIs.

Provider generally; Vendor only for Vendors and Product Suppliers

Ongoing enforcement
Designer Studios
Provider directory eyebrow and Back to Designer NetworkDesigner Studios and Providers are separate Entity types even though they reuse directory components.

Designer Studios directory

Live correction required
Designer Studios
Log in to workspaceCross-Workspace access must communicate reason, scope, expiry, banner and audit rather than imply possession of another user’s login.

Start Administrative Access Session

Live correction required
Designer Studios
Leads & assignments and Manage brokerageThe brokerage language and Lead routes belong to the retired business model.

Offers & Project Assignments and Manage network relationships

Live correction required
Designer Studios
Team count 2 but Teammates table 0Profile badges and embedded People settings must query the same canonical Membership set.

One Membership-backed Teammate count

Data conflict
Providers
Provider typeCategory controls application, qualification, profile, Matchmaking and operating workflow.

Provider Category

Live correction required
Providers
Only All in an empty category filterThe network architecture must be discoverable before the first Provider is provisioned.

All nine Provider Categories remain visible with zero counts

Live correction required
Clients
One client profile claim with no Client profile routeThe directory currently exposes only an Edit modal and legacy Lead summaries.

Dedicated Client Profile

Live correction required
Entity profiles
Activity and History render the same eventsThe two modules require distinct purpose, visibility and retention.

Activity for participant-readable operational events; History for immutable audit changes

Live correction required
Tasks
Edit opens an empty Create task formThe current action risks duplicate creation and cannot safely update the intended Task.

Edit Task with the selected Task’s current values and identity

Critical live defect
Tasks
Task links limited to Designer, Project and Project OpportunityProviders, Clients, Applications, Project Phases, Provider Jobs, Work Orders, Items and other operational records are missing.

Typed Task Links to every supported canonical work context

Live correction required
Tasks
Demo Administrator in rows but Brad Mitchell in the editorOwner options, saved Task values, grids, exports and Activity must resolve the same User and Membership.

One Membership-backed display identity for the same Task Owner

Data conflict
Commercial
Proposals disabled with no availability labelA disabled unlabeled navigation item appears broken rather than intentionally unavailable.

Proposals — Coming soon until the route and records are implemented

Live correction required
Reporting
Reports disabled with no availability labelRegistry, Designer Studio and Provider reports require distinct scopes and must not be implied by a placeholder.

Reports — Coming soon until audience-specific reporting exists

Live correction required
People settings
Custom roles metric and + New roleRole Labels describe functions; they are not Access Roles and do not independently grant permissions.

Role Labels and + New role label

Live correction required
People settings
Teammate and Administrator both marked Default on inviteInvitation defaults must be deterministic, while additional labels may be added explicitly.

Exactly one active default Role Label per Workspace

Data conflict
Workspace Profile
Proper Gallery and workspace type platform adminLegacy seed branding and implementation-oriented Workspace type labels must not become customer-facing canonical data.

Actual Workspace display name and Registry Administration Workspace type

Live correction required
Profiles
User and Workspace Profiles as a separate Settings-only designIdentity, permitted modules and Overview Cards vary by profile type; the Profile Header, tabs and shared module architecture do not.

Shared Profile Framework for Client, Designer Studio, Provider, User and Workspace Profiles

Documentation corrected
Task Builder
Leads moduleLead is a retired alias and should not define a reusable automation context.

Project Opportunities or Pipeline Records

Live correction required
Task Builder
Urgent available in templates but absent from Tasks directory filtersA Task created as Urgent must remain findable and reportable everywhere.

One shared Priority registry used by builders, forms, grids, filters, exports and reports

Data conflict
Applications Builder
Every Application details item resolves to Damage documentation and claims processReviewers cannot trust the Application summary until field mappings are repaired, migrated and regression tested.

Each summary item maps to its intended stable submitted field

Critical live defect
Notifications Builder
28 invitation, Application and provisioning events presented as the product event catalogueOffers, Projects, Tasks, commercial records, receiving, delivery, Files, approvals, communications, security and integration events remain to be registered.

A versioned cross-product Domain Event catalogue

Coverage gap
Shared fields
Phone numbers as general textA present phone number never implies SMS capability or consent.

International Phone Number component with E.164 storage, raw input, country, extension, type, verification and separate consent

Standardization required
Shared fields
Locally ordered dropdown optionsAlphabetize by display label unless the registry defines a meaningful semantic order.

Single-Select backed by a stable Option Registry and deterministic order

Standardization required
Shared fields
Checkbox lists and ad hoc multi-value dropdownsMultiple values must not be serialized as comma-joined strings.

Multi-Select with stable relationships, search, chips, limits and explicit select-all scope

Standardization required
Shared fields
Dollar signs, percentages and units embedded in display stringsFormatting belongs at the display boundary; canonical values retain currency, unit and basis separately.

Typed Money, Rate, Percentage and Number components with precise canonical storage

Standardization required
Shared fields
Date inputs without explicit timezone semanticsTimed events store an instant and IANA timezone; date-only values never drift across timezones.

Distinct Date-only, local date-time, absolute timestamp and range components

Standardization required
A

About The Design Registry

Company

Every professionally designed project deserves to be remembered. Design is one of the few professions where years of thought, collaboration and craftsmanship often disappear the moment a project is complete. The sketches are forgotten. The decisions live inside email threads. Specifications are scattered across spreadsheets. Product information is buried in folders. Warranties are lost. The reasoning behind thousands of design decisions slowly disappears. We believe that shouldn't happen. We believe every professionally designed project deserves a permanent place where its story can live. Not just while the work is happening. For everything that comes after. That belief became The Design Registry. We believe beautiful work deserves beautiful records. Designers don't simply decorate spaces. They solve problems. Balance budgets. Coordinate dozens of professionals. Guide clients through hundreds of decisions. They leave behind craftsmanship that often lasts for generations. The work deserves to be respected. That means respecting the process that created it. Every concept. Every specification. Every product. Every revision. Every installation. Every conversation. Every milestone. Every decision. Preserved. Beautifully organized. Connected forever. The project ends. The Registry doesn't. Projects are temporary. The Registry is permanent. While a project is active, it becomes the place where Designers, Clients and Providers work together. As decisions are made, products are specified, drawings are approved and installations are completed, the Registry quietly grows. When the project is finished, nothing is archived away and forgotten. Instead, it becomes a living record of everything that made the project possible. Years later, the Registry still remembers. The paint colour. The lighting specification. The millwork drawings. The installation photographs. The warranties. The manuals. The decisions. The story. Software should respect the craft. We aren't interested in building software that simply manages tasks. We want to build software that respects the people who create exceptional spaces. That means reducing complexity instead of adding it. Choosing clarity over noise. Designing interfaces that feel calm. Giving every piece of information a meaningful place. Making technology disappear so the work can take centre stage. The software should never become the story. The work should. We build for professionals. The Design Registry — The permanent record of every professionally designed project.

Administrative Access Session

Security

A reason-bound, time-limited and visibly disclosed Registry support or operational session inside another Workspace. It requires explicit authority, recent authentication and immutable audit and must never be labeled as ordinary login impersonation.

Access Grant

Security

An explicit, scoped and revocable authorization relationship allowing a User, Workspace or Project Participant to reach defined records or actions. It supplements but never bypasses Membership and Access Role evaluation.

Appointment

Operations

A Calendar Event that represents a committed meeting, visit, delivery, installation or other attendance-based engagement with named participants and location or connection details.

Approval

Operations

A versioned request for an authorized person to approve, reject or request changes to a defined Project artifact, selection, cost, scope or milestone.

Activity

Operations

Participant-readable chronological history of authorized operational events, communications and work. Activity is optimized for understanding what happened; it is not the immutable security and change record.

Audit History

Security

The immutable, access-controlled record of consequential creation, change, authorization and system events, including actor, time, source and safe before/after evidence where appropriate.

Attachment

Operations

A typed relationship linking a File to a Note, Task, Conversation, approval or other canonical record. It is not a duplicate File.

Application

Network

A governed Pipeline Record submitted by a prospective Designer or Provider and evaluated using category-specific questions, evidence and approval work.

Applicant Pending

Security

The restricted account state allowing an authenticated applicant to view and complete only their pending Application experience until approval, rejection, withdrawal or expiry.

Access Role

Security

A Workspace-configurable bundle of capabilities, record scopes and field-visibility rules stored as a governed published version. It determines permitted actions but never expands authority beyond protected platform boundaries.

API Partner

Technology

An approved external platform connected for a defined capability and governed through documented data boundaries, authorization, events, monitoring and ownership.

AI Assistance

AI

A permission-aware capability that extracts, drafts, summarizes, classifies or recommends while keeping consequential authority with an authorized person.

AI Suggestion

AI

A proposed value, action or text generated by AI that remains distinguishable from approved canonical data until an authorized person accepts or edits it.

B

Brand Philosophy, Marketing & Experience Guide

Brand

The company-wide Version 2.0 source of reasoning for Brand, Marketing, Website, Product, Engineering, AI, Design, Sales, investor communication and future documentation. It explains why decisions exist, how they should feel and what evidence makes them ready.

Budget Category

Commercial

A governed Project cost grouping with planned, approved, committed, actual and forecast values. Items and commercial records roll into categories instead of maintaining unrelated totals.

Builder

Product

A governed administrative editor for drafting, validating, previewing, publishing and versioning configuration such as Pipelines, Forms, Project Templates, Access Roles or Notification Templates.

Build Once, Reuse Everywhere

Product

The architecture principle requiring shared services and components for common capabilities across Admin, Designer, Provider and Client experiences.

C

Calm by Default

Brand

An experience principle requiring clear hierarchy, progressive disclosure, meaningful empty states and restrained visual noise so complexity feels considered rather than overwhelming.

Contractors & Specialty Trades

Network

The canonical Provider Category for general contractors and specialized construction trades delivering defined Project scope, milestones, site work and completion evidence.

Client

People

The person or organization receiving design services and participating in a permission-scoped Client Portal.

Client Profile

People

The canonical Client Entity profile connecting contact preferences, addresses, matching information, Project Opportunities, Projects, decisions, Files, Tasks and Communications.

Credential

Network

A structured qualification, licence, insurance or compliance record with issuer, identifier, verification state, dates and a relationship to one or more versioned Files.

Capacity

Operations

A time-bound, source-aware measure of available workload or resource capability. A typed percentage alone is not sufficient for reliable Matchmaking or scheduling.

Completion Target

Workflow

The current planned date for completing the Project. It is distinct from an individual phase target, milestone date, delivery date or installation appointment.

Calendar Event

Operations

A scheduled occurrence linked to authorized Project or Workspace context, with start, end, timezone, participants, resources and optional external calendar synchronization.

Comment

Operations

A contextual response attached to a supported record, deliverable or conversation thread. A Comment inherits an explicit visibility policy and does not replace a durable Decision or Internal Note.

Change Order

Commercial

A versioned, approved change to awarded scope, amount, schedule or terms that preserves the original Work Order and its acceptance history.

Commission

Finance

A contractually defined amount or percentage earned for a transaction or service. The basis, rate, recipient, recognition rule and disclosure requirements must be explicit.

Construction Item

Operations

A material, fixture or component associated with construction scope, categories, quantities, specifications, budgets and field coordination.

Condition Record

Operations

A time-stamped assessment of an Item’s physical condition at receiving, storage, release, delivery or installation, supported by quantity, notes and evidence.

Conversation

Communications

A durable communication thread with participants, channel messages, assignment, tags, visibility and links to Projects or other canonical records.

Communication

Communications

A governed exchange or touchpoint through email, SMS, calling or in-app messaging. Communication is the general concept; channel records preserve their channel-specific delivery and consent states.

Call Record

Communications

A governed record of a call attempt or completed call, including participants, number, timing, disposition and permitted links to recording, transcript or follow-up.

Client Portal

Product

The permission-scoped, Designer-led Project experience through which a Client sees approved information, communicates and completes permitted decisions, approvals, documents and payments. It is a view of canonical records, not a separate Project.

Coming Soon

Product

A deliberate non-interactive availability state for an announced but unavailable capability. It must not navigate, imply completion or appear as an unexplained disabled control.

Canonical Record

Technology

The authoritative platform record for a business fact. Other screens and integrations reference or project it instead of creating conflicting editable copies.

Current-state Specification

Documentation

A reverse-built, evidence-based description of how the live product behaves today, including routes, screens, fields, states, data behavior and known gaps.

Connected Account

Integration

A permissioned relationship between a Workspace or User and an external service, with environment, scopes, health, last synchronization, revocation and accountable owner.

Component Manifest

Product

The machine-readable record of a reusable component’s stable key, version, maturity, package, owner, variants, events, consumers, accessibility standard and replacement state.

Component Maturity

Product

The governed readiness state Proposed, Concept Designed, Beta, Approved, Deprecated or Removed. A visual concept is not implementation-ready until its contract and required evidence exist.

Confidence

AI

A bounded indicator of model or extraction certainty used to prioritize review. Confidence is not correctness and never replaces validation or required human approval.

D

Designer

People

A design professional who may work independently or as a member of a Designer Studio Workspace. Capitalized when referring to a governed platform role.

Designer Studio

Company

An independent design business operating under its own brand within a Design Registry Workspace.

Designer Studio Profile

Network

The canonical business profile for a Designer Studio, including identity, matching criteria, service areas, capacity, credentials, team relationships, Assignments and network standing.

Designer Profile

People

A person-level professional extension for an individual Designer. It belongs to a User and Membership and must not duplicate the Designer Studio Profile.

Decision

Operations

A durable Project record of what was decided, by whom, when, against which version and with what downstream effect.

Document

Operations

A File or generated artifact with governed business meaning, such as a plan, contract, Proposal, Invoice, brief or specification. Document identity and version remain distinct from the underlying binary.

Deliverable

Operations

A versioned Project or Work Order output with an owner, due state, review requirements, approval status and related Files or Documents.

Decorating Item

Operations

A furnishing, accessory, textile, art or other selection associated with rooms, shopping lists, approvals, purchasing and installation.

Delivery Manifest

Operations

The authorized list of Items, quantities, origin, destination, crew, vehicle and handling requirements released for one delivery movement.

Deficiency

Operations

A documented incomplete, damaged, incorrect or unacceptable condition requiring assignment, evidence, resolution and closure.

Dynamic Form

Product

A schema-driven form rendered from a published version of stable Field Definitions, layout, conditions and validation rather than feature-local hard-coded controls.

Domain Event

Technology

A durable fact that something meaningful occurred, used to drive activity, notifications, automation, integrations and AI monitoring.

Design Token

Product

A named semantic design decision for colour, typography, spacing, radius, elevation, motion, layout or layer consumed consistently instead of introducing local visual constants.

Date-only Value

Technology

A calendar date with no time or timezone, used for concepts such as due dates or anniversaries when an instant is not intended.

E

Entity

Platform

A durable person or organization record such as a Designer Studio, Client or Provider. An Entity may remain passive or be connected to an authenticated Workspace.

Entity Profile

Platform

The canonical, permission-aware profile of one Entity. Shared identity and relationship modules are reused while Designer Studio, Client and Provider Category sections add the information their work requires.

Expected Arrival Date

Operations

The current source-attributed expected date or window for a Shipment or purchased Item to reach its receiving destination. It is an estimate and remains distinct from actual receipt.

Email Message

Communications

A sent or received email record with participants, headers, delivery state, authorized body and attachments, classified to relevant Projects or records where possible.

Enterprise Data Grid

Product

The shared permission-aware collection interface for searching, filtering, sorting, selecting, acting on, exporting and navigating canonical records at operational scale.

Effective Access

Security

The final server-evaluated result after account and Membership state, protected boundaries, Access Roles, Teams, Access Grants, record relationships and field rules are combined.

Environment

Technology

An isolated application and service configuration such as development, preview, staging or production with its own data, domains, credentials and callbacks.

Export

Integration

A permission-scoped projection of authorized records in a defined format, with source, filters, fields, generated time and audit where required.

E.164

Technology

The canonical international phone-number representation used for dialing and communications integrations, stored alongside the user’s raw input and optional extension.

F

File

Operations

A stored binary object with immutable identity, version, metadata, visibility and links to canonical records.

Form Version

Product

An immutable published snapshot of a Dynamic Form’s fields, layout, rules and mappings. Existing submissions retain the version used at capture.

Future-state Specification

Documentation

An approved definition of intended product behavior used to guide design, engineering, QA, migration and acceptance.

Field Visibility

Security

The explicit result determining whether a field is hidden, redacted, visible read-only or visible editable for the current audience and record context.

Field Definition

Product

A versioned contract containing a stable field key, type, label, validation, normalization, privacy, visibility, edit and formatting rules used by forms and downstream projections.

G

General Service Providers

Network

The canonical configurable Provider Category for approved services that do not yet warrant a dedicated Category workflow. Repeated patterns may later graduate into a governed Category.

Gap Closure Register

Documentation

The traceability section that maps every recorded current-product limitation to an owning future specification, required correction and release evidence. A finding remains open until implementation, migration, permissions, states and regression tests are accepted.

H

Human Review

AI

The explicit authorized confirmation, correction or rejection required before AI output creates consequential communication, commercial, payment, access, approval or assignment effects.

I

Installation Services

Network

The canonical Provider Category for installation planning, readiness checks, placement, assembly, completion evidence and deficiencies.

Internal Note

Operations

Durable commentary visible only to its authorized internal audience, with author, timestamps, mentions, links, attachments and revision evidence. It is not a Client message or an Audit History event.

Invoice

Commercial

A versioned request for payment tied to an approved Client engagement, Work Order, purchase, milestone, time entry or other supported commercial basis.

Item

Operations

A canonical Project object representing a product, material, furnishing, fixture or tracked physical component with pricing, sourcing and operational status.

Item Category

Operations

A governed classification for Project Items used for organization, field behavior, budget roll-ups, reporting and workflow. Construction and Decorating category sets may differ.

Installation Item

Operations

A Project Item included in an installation plan with destination Space, placement requirements, readiness, delivery status, condition and completion evidence.

In-app Message

Communications

A message delivered within an authorized Registry Conversation. It is distinct from an Internal Note and respects participant visibility.

Import Job

Integration

A traceable ingestion process that preserves source, mapping, proposed values, validation, user confirmation, errors and final created or updated record identities.

Idempotency

Technology

The guarantee that safely retrying the same command or external event does not create duplicate business effects.

L

Luxury Through Restraint

Brand

The visual and product principle that premium quality comes from editing, spacing, precision, materiality and confidence—not ornamental excess, hidden obligations or unnecessary features.

Living Document

Documentation

A maintained source file rendered into the internal business hub and designed to be safely updated by people or AI without duplicating content.

M

Millwork & Custom Fabrication

Network

The canonical Provider Category for businesses that price, detail, fabricate, revise, deliver or install custom cabinetry, architectural woodwork and related made-to-order elements.

Measurement & Drafting

Network

The canonical Provider Category for site measurement, surveys, existing-condition documentation, floor plans, drafting and related technical deliverables.

Membership

Security

The governed relationship connecting one User to one Workspace, including lifecycle state, Teams, Role Labels and sources of effective access.

Membership Invitation

Security

A signed, expiring invitation for a person to create or connect a User and accept a proposed Workspace Membership without granting access before authorization completes.

Milestone

Operations

A zero-duration governed Project or Work Order checkpoint representing a consequential target, handoff, decision or completion event.

Matching Profile

Network

The structured, permission-controlled facts used to determine eligibility and compatibility between Clients, Designers, Projects and Providers.

Matchmaking

Network

The governed decision-support process that checks eligibility, evaluates structured compatibility and produces explainable recommendations without automatically awarding work.

Match Candidate

Network

A Designer Studio or qualified Provider evaluated within one identified Match Run. Use category-specific labels such as Compatible Designers or Compatible Providers in the interface instead of the ambiguous generic label Partner.

Markup

Finance

An amount or percentage added to a cost to determine a selling price. Markup is calculated on cost and is not interchangeable with margin.

Margin

Finance

The portion of revenue remaining after defined costs, expressed as an amount or percentage of revenue. Its calculation must name the included cost basis.

Multi-Select

Product

A field allowing multiple stable option relationships with defined ordering, limits, search, clear and select-all semantics; values are never stored as comma-joined text.

N

Network Status

Network

The governed participation status of a Designer Studio or Provider, such as Onboarding, Active, Paused, Suspended, Offboarding or Inactive. It is distinct from application, Workspace and credential states.

Notification

Communications

A user- or Workspace-facing alert generated from a governed Domain Event and delivered through one or more configured channels.

Notification Template

Communications

A versioned, editable presentation of one governed notification event, defining audience, channel, variables, sender identity, conditions, fallback and preview while preserving protected trigger meaning.

Notification Builder

Product

The administrative system for configuring and testing Notification Templates against the versioned cross-product Domain Event catalogue.

O

Overall Project Progress

Workflow

A template-aware roll-up across enabled Project Phases. The calculation method and included requirements must remain explainable.

Offer

Commercial

A controlled invitation asking a Designer or Provider to review an opportunity and accept, decline or counter within defined visibility and timing rules.

Option Registry

Product

A governed set of stable option keys with editable labels, descriptions, ordering, colour and lifecycle metadata reused by selectors, grids, filters, exports and reports.

P

Provider

Network

A qualified external business that supplies products or specialized services to Projects. This is the canonical term for network participants outside Designer Studios and Clients.

Provider Category

Network

The governed classification that determines a Provider’s application, matching questions, portal, operating workflow, evidence requirements and capabilities.

Provider Category Qualification

Network

The approved, versioned relationship confirming that a Provider may operate in one Provider Category, with its status, service areas, capabilities, credentials and review dates.

Photography

Network

The canonical Provider Category for photographers delivering scheduled shoots, shot requirements, usage rights, selections and final media.

Passive Entity

Platform

An Entity stored and managed in the platform without its own authenticated Workspace. It may be provisioned later.

Profile Completeness

Network

An explainable percentage of applicable profile requirements that are complete, valid and sufficiently current. It is not the same as qualification, readiness or Matchmaking eligibility.

Project

Product

The operational centre of the platform. Projects connect Clients, Designers, Providers, tasks, schedules, items, budgets, files, communications and commercial records.

Project Record

Product

The canonical, durable record for one Project. Every Admin, Designer, Client and Provider view is a permission-scoped projection of this record rather than a separate copy. A Project Record is permanent for that Project: the Project may complete, but the Registry record remains a connected story.

Project Book

Product

An experience label for the organized collection of a Project’s permitted phases, decisions, documents and outputs. It is not a separate data entity and should not replace Project or Project Record in technical labels.

Project Opportunity

Product

A qualified potential Project that has not yet been converted into the canonical operational Project record.

Project Template

Product

A reusable configuration that creates the phases, tasks, milestones, forms, deliverables, schedules and Provider work expected for a type of Project.

Project Phase

Workflow

One of the seven canonical organizational phases: Concept, Design, Design Package, Construction Administration, Decorating, Procurement and Installation. Project work uses phases; Pipeline Records use stages.

Primary Project Phase

Workflow

The single phase used for high-level communication and portfolio reporting while detailed work may continue across overlapping phases.

Phase Progress

Workflow

A calculated measure of completion within one Project Phase based on governed tasks, milestones, approvals, deliverables and exceptions. It is not a freely typed percentage.

Project Health

Workflow

A calculated or explicitly overridden operational signal such as On Track, Needs Attention or At Risk, supported by visible reasons and freshness.

Project Participant

Operations

A person, Workspace or qualified Provider connected to a Project through an explicit role, assignment or access grant.

Project Assignment

Operations

The governed relationship assigning a Designer, Provider, team or user to defined Project scope. It may create permission-scoped access but is not itself a Work Order.

Provider Requirement

Operations

A Project Template or Project-level declaration that a qualified Provider Category is expected for defined scope, timing, evidence and handoff conditions.

Provider Job

Operations

The Provider-facing operational projection of accepted Project scope, usually created from a Project Assignment and Work Order. It contains only the work, records and actions the Provider is authorized to operate.

Pipeline

Product

A configurable sequence used to qualify and progress records such as leads, applications or opportunities. Pipelines create or qualify durable records; they do not replace Projects.

Pipeline Record

Product

One instance moving through a Pipeline version, with its field values, stage, owner, activity, tasks, communications and outcome.

Proposal

Commercial

A versioned commercial document presenting scope, pricing, terms and acceptance requirements to a Client or in response to a Provider opportunity.

Purchase Order

Commercial

A purchasing commitment for products or materials, with line items, Vendor details, expected arrival dates, acknowledgements and receiving relationships.

Payment Schedule

Commercial

The governed set of planned payment obligations, amounts, due rules and milestones associated with a Proposal, Work Order, Invoice or Project.

Payment

Finance

A recorded transfer against a commercial obligation, with method, processor or manual reference, amount, currency, status, timestamps and reconciliation evidence.

Payout

Finance

A transfer of payable funds from the Registry or payment platform to an eligible Designer or Provider after required conditions, adjustments and controls are satisfied.

Procurement

Operations

The controlled process from approved selection through quote, purchase, acknowledgement, shipment, receiving, storage, delivery, installation and issue resolution.

Proof of Delivery

Operations

Evidence that an authorized delivery reached its destination, including time, recipient or sign-off, photographs, exceptions and delivered quantities as permitted.

Project Presentation

Product

A versioned, branded Client-facing webpage assembled from authorized Project content and optionally exported to PDF. It never exposes internal notes, hidden financials or Provider-private information by default.

Provider Portal

Product

The audience-specific authenticated experience through which a Provider receives Offers and operates authorized Jobs using modules configured for its Provider Category. The underlying organization remains a Workspace.

Published Version

Product

An immutable approved configuration snapshot used by new records or workflows. Later edits create a new Draft rather than silently changing the published behavior.

Permission Scope

Security

The records, relationships and fields to which an allowed action applies. Permission to perform an action does not imply access to every record.

Production

Technology

The live environment used for real company, customer and Provider operations. Production data and secrets must not be copied into non-production environments.

Preview Deployment

Technology

An isolated, commit-identified deployment used to review a proposed change without affecting Production. It uses non-production data, credentials, callbacks and access rules.

Provider Marketplace

Company

The qualified network and transaction layer through which Projects discover, engage and operate with specialized Providers.

Provenance

AI

The traceable origin of a value or output, including source record or file, source location where possible, extraction time, model or process and subsequent human correction.

Q

Quote

Commercial

A priced response to a defined request before award. A Provider Quote may become an accepted Proposal or commercial source, but it is not a Work Order or Invoice.

R

Registry

Company

Short-form reference to The Design Registry. Use this as the operating system identity after initial formal mention.

Registry Philosophy

Brand

The belief that every professionally designed Project deserves a permanent record, and that software should respect the craft by reducing complexity, choosing clarity and keeping the work—not the technology—at the centre.

Registry Event

Product

A meaningful moment in a Registry lifecycle—Beginning, Building, Delivering or Remembering—where context, owner, date and evidence should be preserved.

Registry Chapter

Product

A coherent part of a Project story that groups related decisions, products, documents, conversations, milestones or outcomes without replacing the underlying canonical records.

Registry Intelligence

AI

Permission-aware assistance that helps people find, understand and preserve Project knowledge through extraction, summaries, recommendations and exception signals while leaving consequential authority with an authorized person.

Registry Test

Brand

The decision question used across the company: does this make excellent design easier to trust, understand and deliver?

Receiving, Warehouse & Storage

Network

The canonical Provider Category for expected-receipt planning, receiving, condition evidence, storage locations, inventory movements and release readiness.

Registry Operator

People

An authorized internal administrator who manages network governance, applications, matchmaking, operations or market-level work.

Relationship Owner

Operations

The accountable Teammate responsible for maintaining a Client, Designer Studio, Provider or other network relationship. It is descriptive ownership, not Workspace ownership or permission authority.

Registry (Project Record)

Product

The Registry is the permanent record that grows from first conversation through installation evidence and beyond. It is the product-level expression of memory, accountability and provenance.

Resource Booking

Operations

A time-bounded reservation of a Resource against Project or operational work, including availability, conflicts, capacity and release state.

Refund

Finance

A governed reversal of all or part of a collected Payment, retaining reason, authority, processor state and reconciliation history.

Receiving Record

Operations

The evidence-backed record of an item arriving at a facility, including quantity, condition, photographs, discrepancies and storage location.

Report

Analytics

A permission-scoped, source-aware projection of authorized canonical records with defined metrics, dimensions, time zone, filters and as-of time.

Resource

Operations

A schedulable person, team, crew, vehicle, room, receiving dock, equipment asset or capacity unit.

Record Module

Product

A reusable capability such as Overview, Activity, Notes, Files, Tasks, Communication, Matchmaking, Proposals or History projected onto supported record types through configuration and permission.

Role Label

Security

A customer-facing name describing a teammate’s function. It does not independently grant authority; permissions do.

Recent Authentication

Security

A time-bounded proof that the current User recently completed an approved sign-in or step-up challenge before a sensitive action.

Row Level Security

Security

Database policies that enforce which rows an authenticated request may access, providing a non-optional boundary beneath the interface.

Reconciliation

Integration

The controlled comparison of Registry records with an external system to identify, explain and resolve missing, duplicate or conflicting states without silently overwriting canonical data.

Registry Component System

Product

The governed library of shared tokens, fields, selectors, patterns, formatters and accessibility contracts reused across every Registry, Designer, Provider, Client and public experience.

S

Shared Profile Framework

Product

The canonical profile composition used by Client, Designer Studio, Provider, User and Workspace Profiles: Profile Header, permission-aware Record Tabs, configurable Overview Cards and shared Activity, Projects, Files, Tasks, Communication and History modules. Settings may link to profile editing but does not create a separate profile design.

Service Area

Network

A governed geographic area in which a Designer Studio or Provider is willing and qualified to work, optionally constrained by service, travel, distance, market or capacity rules.

Space

Operations

A canonical location within a Project property, organized in an optional floor, area, room or zone hierarchy and referenced by plans, Items, tasks, decisions and installation work.

Stage

Workflow

A named position within a Pipeline version. It may have a colour, requirements, service level, automations and a stable system or reporting mapping.

System State

Workflow

A protected internal status used for security, provisioning, analytics and cross-workspace consistency even when display labels are customized.

Settlement

Finance

The confirmed financial result after payment processing, fees, refunds, adjustments and payouts are reconciled to the platform’s commercial records and accounting ledger.

Shopping List

Operations

A Designer-facing view of Decorating Items grouped for sourcing, comparison, Client presentation and approval. It is a view of canonical Items, not a separate spreadsheet-like data store.

Shipment

Operations

A tracked movement of one or more purchased Items from an origin toward a receiving facility or destination, with carrier, tracking, expected timing, events and exceptions.

Storage Location

Operations

The current facility, zone, aisle, rack, bay, shelf, pallet or other Provider-defined position of a received Item, preserved through location history.

SMS Message

Communications

A sent or received text message with phone participants, consent purpose, delivery status and linked Conversation context.

Saved View

Product

A named, owner-scoped configuration of an authorized collection’s filters, sort, columns, grouping and density. It stores presentation settings, not a separate copy of the records.

Source of Truth

Technology

The designated authoritative source for a decision, record or specification. A source of truth has an owner, version and defined consumers.

Staging

Technology

The production-like environment used to rehearse migrations, permissions, integrations and complete workflows before Production promotion.

Synchronization Job

Integration

A traceable attempt to exchange authorized data with an external system, including direction, cursor or scope, result, retries, errors and reconciliation state.

Studio Location

Company

A physical Design Registry presence supporting Designer work, Client meetings, product discovery, Provider activity, events and local network density.

Single-Select

Product

A field allowing exactly one stable option key, rendered as a native select, searchable combobox or radio group according to list size and decision importance.

Semantic Status Key

Product

A stable machine-readable identity for a state, priority or condition that remains unchanged when its display label or colour is customized.

Source Citation

AI

A durable link from an AI-derived statement or value to the permitted source evidence supporting it, with enough context for a reviewer to verify the claim.

T

The Design Registry

Company

A Designer-first operating network and permanent record for independent design work, built so professionally designed Projects are preserved long after delivery as a connected story of decisions, products, revisions, installations, conversations and outcomes. The Registry is governed by the Brand Philosophy, Marketing & Experience Guide as the shared reasoning standard for the company.

The Dot

Brand

The small full-stop mark in The Design Registry identity. It represents confidence, completion, precision and the permanent record created when the work is made clear.

Teammate

People

The product-facing term for a User participating in a Workspace through a current or invited Membership. Teammate does not describe an external Project participant unless that person also belongs to the Workspace.

Team

People

A Workspace-defined group of Teammates used for organization, assignment, scheduling and optional Access Role inheritance. A Team is not a separate Workspace.

Task

Operations

A discrete unit of work with an owner, collaborators, state, priority, due timing, linked record and optional completion evidence.

Task Owner

Operations

The one accountable User or eligible operational assignee responsible for completing a Task. Collaborators may assist but do not replace accountability.

Task Collaborator

Operations

A permitted User who contributes to or follows a Task without becoming its accountable Owner.

Task Link

Operations

A typed relationship connecting a Task to its governing Project, Project Phase, Pipeline Record, Client, Provider Job, Work Order, Item or other supported canonical record.

Transcript

Communications

A text representation of recorded or live communication with source, timestamps, speaker attribution, confidence, correction and access controls. It does not replace the original recording when that recording is retained.

Time Entry

Operations

A user-attributed duration recorded against a Project, phase, task or Work Order for capacity, cost, billing and performance analysis.

Take Rate

Finance

The portion of transaction value retained by The Design Registry for a defined marketplace or service flow, calculated only on the contractually approved base.

Timed Event

Technology

A scheduled occurrence stored as an absolute instant plus its IANA timezone and original local representation.

U

User

People

One authenticated person with a stable global identity. A User may hold Memberships in several Workspaces and must not be duplicated for each organization.

User Profile

Platform

The person-owned profile that follows one global User across Workspaces, containing personal identity, accessibility, regional, Calendar and notification preferences while excluding Workspace-specific Membership data.

Unified Inbox

Communications

The Workspace communication surface that projects authorized email, SMS, calling and in-app Conversations into one triage and collaboration experience without replacing channel-specific records.

V

Vendor

Network

A Provider category that supplies furniture, fixtures, materials or other purchasable products. Vendor is not a synonym for every Provider.

Vendors & Product Suppliers

Network

The canonical Provider Category for businesses that source, sell or supply furniture, fixtures, equipment, finishes, materials or other purchasable products.

W

White-Glove Delivery

Network

The canonical Provider Category for scheduled pickup, route and crew coordination, careful delivery, placement, proof and day-of exception handling. Use title case for the Category; use white-glove delivery for the general service.

Workspace

Platform

The secure operating environment belonging to one organization or Registry team. It owns its users, settings, branding, records, templates and operational data.

Workspace Owner

People

The accountable user with authority to manage a Workspace profile, membership, core settings and other owner-reserved controls.

Workspace Profile

Platform

The Workspace-owned organization profile containing identity, operations, qualification, branding, integrations and visibility, extended by Workspace type and Provider Category.

Workspace Entity

Platform

An Entity with its own authenticated Workspace, users, profile, workflows and permission-scoped operating experience.

Work Package

Commercial

A defined portion of Project scope prepared for Provider pricing, assignment and execution, including relevant items, dates, locations, requirements and documents.

Work Order

Commercial

The awarded and authorized record that converts accepted Provider scope into operational work, evidence, invoicing and completion obligations.

White-glove Delivery

Operations

A Provider workflow for scheduled handling, route or crew visibility, delivery, placement, proof, exceptions and installation-day coordination.

Webhook

Technology

A signed external event delivered to a controlled endpoint and stored or deduplicated before domain processing.