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-#+title: Workflow Guide
-
-* Purpose
-
-This document describes the workflows implemented by this Emacs configuration and the keybindings that support them.
-It focuses on the actual behavior configured in this repository.
-
-* Operating Model
-
-** Startup
-
-When Emacs starts, it opens the custom Org Home agenda.
-That agenda is the main entry point into the system.
-
-** Agenda Mode
-
-Opening the agenda uses a full-frame modal view.
-The agenda is intended to become the active workspace rather than appear in a side split.
-
-** Capture Mode
-
-Capture reuses the current window and then deletes other windows while capture is active.
-The result is a modal capture flow with minimal window churn.
-
-** Org Buffer Defaults
-
-When an Org buffer opens:
-
-- it starts folded to overview level
-- drawers are hidden at startup
-- standard Org speed commands are enabled
-
-** Required Files
-
-The main work note is =~/org/optus.org=.
-The people CRM is =~/org/crm.org=.
-
-Startup validates =~/org=, =~/org/optus.org=, and =~/org/crm.org=.
-If any of them are missing, Emacs still starts, but the workflow warns clearly so the missing file can be fixed deliberately.
-
-* Home Agenda
-
-The Home agenda command key is =h= inside =org-agenda= custom commands.
-Its sections appear in this order:
-
-1. weekly agenda
-2. task list
-3. open questions
-4. refile
-
-The refile section uses this matcher:
-
-#+begin_src emacs-lisp
-CATEGORY="inbox"+LEVEL>1
-#+end_src
-
-That means entries under an Inbox subtree can appear in the refile section when the parent heading carries =CATEGORY: inbox=.
-
-* Capture Workflows
-
-** Inbox Capture
-
-- key: =C-c c= then =i=
-- target: =Inbox=
-- content: plain note
-- metadata: =CAPTURED= property and captured context link
-
-Use this for raw notes that still need sorting or refiling.
-
-** Task Capture
-
-- key: =C-c c= then =t=
-- target: =Tasks=
-- content: =TODO=
-- metadata: =CAPTURED= property and captured context link
-
-** Question Capture
-
-- key: =C-c c= then =q=
-- target: =Questions=
-- content: =CLARIFY=
-- metadata: =CAPTURED= property and captured context link
-
-** Meeting Capture
-
-- key: =C-c c= then =m=
-- target: =Meetings=
-- content: timestamped meeting note
-- metadata: no =CAPTURED= property
-
-** Recurring Capture
-
-- key: =C-c c= then =r=
-- target: =Recurring=
-- content: scheduled =TODO=
-- metadata: =CAPTURED= property
-
-All capture templates target headings in =~/org/optus.org=.
-
-* CRM Workflow
-
-The CRM is a single Org file at =~/org/crm.org=.
-Each person is stored as a level-1 heading with this property model:
-
-#+begin_src org
-:PROPERTIES:
-:ABBREV:
-:ALIASES:
-:ROLE:
-:TEAM:
-:MANAGER:
-:RELATIONSHIP:
-:ENGAGEMENT:
-:SUPPLIER:
-:LOCATION:
-:CURRENT_FOCUS:
-:END:
-#+end_src
-
-The configured relationship completions are:
-
-- =Peer=
-- =Direct Report=
-- =Internal Stakeholder=
-- =External Stakeholder=
-- =Vendor=
-
-Role, team, relationship, engagement, supplier, and location prompts offer known values with completion.
-Relationship also allows new freeform values when needed.
-Manager completion is restricted to existing CRM names.
-
-** CRM Commands
-
-- =C-c p o= opens =~/org/crm.org= in overview mode
-- =C-c p f= finds a person and narrows to that card
-- =C-c p a= adds a new CRM card
-- =C-c p i= inserts a canonical person name
-- =C-c p s= inserts a compact person summary
-
-Reports are available through these commands:
-
-- =M-x ss-crm-report-by-role=
-- =M-x ss-crm-report-by-team=
-- =M-x ss-crm-report-by-manager=
-- =M-x ss-crm-report-by-relationship=
-- =M-x ss-crm-report-by-engagement=
-- =M-x ss-crm-report-by-supplier=
-- =M-x ss-crm-report-by-location=
-
-** CRM Completion
-
-CRM completion works in text and Org writing buffers through both abbrevs and completion-at-point.
-Vertico remains the minibuffer completion UI, while Corfu provides the in-buffer popup for completion at point.
-
-- CAPF inserts canonical names
-- aliases help find the right person
-- Corfu shows the completion popup for CRM CAPF in Org and text buffers
-- Marginalia annotations show compact CRM summaries in minibuffer selection
-- CRM abbrevs are rebuilt from the current CRM data, and stale CRM abbrevs are cleared before reinstalling them
-
-* Refile Workflow
-
-The configuration is built around using Org refile rather than custom routing.
-
-Relevant settings:
-
-- outline paths are file-based
-- completion happens in one step
-- targets are agenda files up to level 2
-
-The intended loop is:
-
-1. capture into Inbox
-2. review the refile section in the Home agenda
-3. refile the note into its long-term heading
-
-* Keybindings
-
-** Global Commands
-
-| Key | Command | Purpose |
-|-----+---------+---------|
-| =C-s= | =consult-line= | Search in the current buffer |
-| =C-c o= | =consult-outline= | Jump through headings in the current buffer |
-| =C-c c= | =org-capture= | Open capture |
-| =C-c a= | =org-agenda= | Open agenda |
-| =C-c r= | =org-refile= | Refile current entry |
-| =C-c p o= | =ss-crm-open= | Open CRM in overview mode |
-| =C-c p f= | =ss-crm-find= | Find and focus a CRM card |
-| =C-c p a= | =ss-crm-add= | Add a CRM card |
-| =C-c p i= | =ss-crm-insert-name= | Insert a canonical CRM name |
-| =C-c p s= | =ss-crm-insert-summary= | Insert a compact CRM summary |
-| =C-c z= | =olivetti-mode= | Toggle focused writing layout |
-
-** Common Org Commands
-
-| Key | Command | Purpose |
-|-----+---------+---------|
-| =C-c C-w= | =org-refile= | Refile subtree |
-| =C-c $= | =org-archive-subtree= | Archive subtree directly |
-| =C-c C-x C-s= | =org-archive-subtree= | Archive subtree directly |
-| =C-c C-x C-a= | =org-archive-subtree-default= | Archive using default archive command |
-| =C-c C-l= | =org-insert-link= | Insert link |
-| =C-c C-o= | =org-open-at-point= | Open link or reference at point |
-| =C-c C-t= | =org-todo= | Change TODO state |
-| =C-c C-q= | =org-set-tags-command= | Edit tags |
-| =C-c C-s= | =org-schedule= | Schedule item |
-| =C-c C-d= | =org-deadline= | Add deadline |
-| =C-<return>= | =org-insert-heading-respect-content= | Insert heading while respecting subtree content |
-
-** Capture Template Keys
-
-| Key | Template | Target |
-|-----+----------+--------|
-| =i= | Inbox | Inbox |
-| =t= | Task | Tasks |
-| =q= | Question | Questions |
-| =m= | Meeting | Meetings |
-| =r= | Recurring | Recurring |
-
-** Org Speed Commands
-
-Speed commands are available at the beginning of a headline when point is in a valid speed-command position.
-This configuration uses Org's standard built-in speed commands.
-
-*** Outline Navigation
-
-| Key | Command |
-|-----+---------|
-| =n= | next visible heading |
-| =p= | previous visible heading |
-| =f= | next heading at same level |
-| =b= | previous heading at same level |
-| =F= | next block |
-| =B= | previous block |
-| =u= | up heading |
-| =j= | =org-goto= |
-| =g= | refile to current location history with prefix behavior |
-
-*** Outline Visibility
-
-| Key | Command |
-|-----+---------|
-| =c= | cycle current subtree |
-| =C= | cycle whole buffer |
-| =SPC= | display outline path |
-| =s= | toggle narrow to subtree |
-| =k= | cut subtree |
-| === | column view |
-
-*** Outline Structure Editing
-
-| Key | Command |
-|-----+---------|
-| =U= | move subtree up |
-| =D= | move subtree down |
-| =r= | promote/right shift heading |
-| =l= | demote/left shift heading |
-| =R= | shift subtree right |
-| =L= | shift subtree left |
-| =i= | insert heading respecting content |
-| =^= | sort subtree |
-| =w= | refile |
-| =a= | archive subtree with confirmation |
-| =@= | mark subtree |
-| =#= | toggle comment |
-
-*** Clock Commands
-
-| Key | Command |
-|-----+---------|
-| =I= | clock in |
-| =O= | clock out |
-
-*** Metadata Editing
-
-| Key | Command |
-|-----+---------|
-| =t= | change TODO state |
-| =,= | set priority |
-| =0= | clear priority |
-| =1= | set priority A |
-| =2= | set priority B |
-| =3= | set priority C |
-| =:= | set tags |
-| =e= | set effort |
-| =E= | increase effort |
-| =W= | set appointment warning minutes |
-
-*** Agenda and Search
-
-| Key | Command |
-|-----+---------|
-| =v= | open agenda |
-| =/= | sparse tree |
-
-*** Miscellaneous
-
-| Key | Command |
-|-----+---------|
-| =o= | open at point |
-| =?= | show speed command help |
-| =<= | set subtree restriction lock |
-| =>= | remove restriction lock |
-
-* Notes On Behavior
-
-** Refile
-
-Use =w= as the stock Org speed command for refile, or =C-c C-w= outside speed-command context.
-
-** Narrowing
-
-Use =s= as the stock speed command for toggling subtree narrowing.
-This configuration intentionally does not replace it with custom bindings.
-
-** Archive
-
-Use =a= as the stock archive speed command with confirmation, or use =C-c $= for the direct archive command.
-
-** Internal Links
-
-This setup is intended to work with heading links like:
-
-#+begin_example
-[[*Heading]]
-#+end_example
-
-It does not switch Org into an ID-based linking workflow.