Appendices

Chapter B Appendix B: The Complete Lifecycle Reference

Work in Progress — This appendix is not yet published.

Appendix B: The Complete Lifecycle Reference

This appendix is a compact but complete reference for all 20 FOSM models in the Inloop Runway application. For each model you will find: the business module it belongs to, the full state list, the full event list, the key guard and side-effect descriptions, and a Mermaid state diagram for quick visual orientation.

Use this appendix when you need to understand a model’s full shape without hunting through source files, and when you are writing AI prompts that need accurate state and event names.

How to Read This Reference

Initial state is marked with [initial]
Terminal states are marked with [terminal]
Bidirectional transitions (e.g., active ↔ on_hold) are shown in the diagram with arrows in both directions
Guard descriptions are phrased as the condition that must be true for the transition to proceed
Side-effect descriptions describe what happens after the transition is committed

1. Nda

Module: NDA Management
Chapter Coverage: Chapter 7

States

State	Type	Label	Description
`draft`	initial	Draft	NDA has been created but not yet sent to any party
`sent`	—	Sent	NDA has been delivered to all parties for signature
`partially_signed`	—	Partially Signed	At least one but not all parties have signed
`executed`	terminal	Executed	All parties have signed; NDA is legally binding
`cancelled`	terminal	Cancelled	NDA voided before execution
`expired`	terminal	Expired	Signature deadline passed without full execution

Events

Event	From → To	Actors	Guard	Side-Effect
`send_for_signature`	`draft → sent`	human, ai	Counterparty email is present	Deliver NDA via DocuSign or email
`record_signature`	`sent → partially_signed`	human, system	Signature is cryptographically valid	Notify remaining signatories
`record_signature`	`partially_signed → executed`	human, system	All required signatures collected	Send executed copy to all parties, create archive record
`cancel`	`draft → cancelled`	human	—	Notify any parties who received the draft
`cancel`	`sent → cancelled`	human	—	Recall document, notify signatories
`expire`	`sent → expired`	system	Signature deadline has passed	Notify owner, suggest reissue
`expire`	`partially_signed → expired`	system	Signature deadline has passed	Notify owner and partial signatories

Diagram

stateDiagram-v2
    [*] --> draft
    draft --> sent : send_for_signature
    draft --> cancelled : cancel
    sent --> partially_signed : record_signature
    sent --> cancelled : cancel
    sent --> expired : expire
    partially_signed --> executed : record_signature
    partially_signed --> expired : expire
    executed --> [*]
    cancelled --> [*]
    expired --> [*]

2. PartnershipAgreement

Module: Partnerships
Chapter Coverage: Chapter 8

States

State	Type	Label
`draft`	initial	Draft
`sent`	—	Sent for Review
`partially_signed`	—	Partially Signed
`active`	—	Active
`terminated`	terminal	Terminated
`cancelled`	terminal	Cancelled
`expired`	terminal	Expired

Events

Event	From → To	Actors
`send_for_review`	`draft → sent`	human
`record_signature`	`sent → partially_signed`	human, system
`execute`	`partially_signed → active`	human, system
`terminate`	`active → terminated`	human
`cancel`	`draft/sent → cancelled`	human
`expire`	`active → expired`	system

Diagram

stateDiagram-v2
    [*] --> draft
    draft --> sent : send_for_review
    draft --> cancelled : cancel
    sent --> partially_signed : record_signature
    sent --> cancelled : cancel
    partially_signed --> active : execute
    active --> terminated : terminate
    active --> expired : expire
    terminated --> [*]
    cancelled --> [*]
    expired --> [*]

3. Referral

Module: Partnerships
Chapter Coverage: Chapter 8

States

State	Type	Label
`pending`	initial	Pending Review
`qualified`	—	Qualified
`accepted`	terminal	Accepted
`rejected`	terminal	Rejected

Events

Event	From → To	Actors	Guard
`qualify`	`pending → qualified`	human, ai	Referral meets minimum criteria (revenue potential, industry fit)
`accept`	`qualified → accepted`	human	Partnership agreement is active
`reject`	`pending → rejected`	human	—
`reject`	`qualified → rejected`	human	—

Diagram

stateDiagram-v2
    [*] --> pending
    pending --> qualified : qualify
    pending --> rejected : reject
    qualified --> accepted : accept
    qualified --> rejected : reject
    accepted --> [*]
    rejected --> [*]

4. Contact

Module: CRM
Chapter Coverage: Chapter 9

States

State	Type	Label
`lead`	initial	Lead
`qualified`	—	Qualified
`customer`	—	Customer
`partner`	terminal	Partner
`churned`	—	Churned
`archived`	terminal	Archived

Events

Event	From → To	Actors	Guard
`qualify`	`lead → qualified`	human, ai	Contact meets ICP criteria
`convert`	`qualified → customer`	human	Deal won and linked to contact
`promote_to_partner`	`customer → partner`	human	Partnership agreement is active
`mark_churned`	`customer → churned`	human, system	Churn criteria met (inactivity, cancellation)
`reactivate`	`churned → qualified`	human	Re-engagement confirmed
`archive`	`churned → archived`	human	—
`archive`	`lead → archived`	human	—

Diagram

stateDiagram-v2
    [*] --> lead
    lead --> qualified : qualify
    lead --> archived : archive
    qualified --> customer : convert
    customer --> partner : promote_to_partner
    customer --> churned : mark_churned
    churned --> qualified : reactivate
    churned --> archived : archive
    partner --> [*]
    archived --> [*]

5. Deal

Module: CRM
Chapter Coverage: Chapter 9

States

State	Type	Label
`qualifying`	initial	Qualifying
`proposal`	—	Proposal
`negotiation`	—	Negotiation
`won`	terminal	Won
`lost`	terminal	Lost

Events

Event	From → To	Actors	Guard	Side-Effect
`advance_to_proposal`	`qualifying → proposal`	human, ai	Budget confirmed, decision-maker identified	Assign deal owner, create proposal template
`submit_proposal`	`proposal → negotiation`	human	Proposal document attached	Notify contact, set follow-up reminder
`mark_won`	`negotiation → won`	human	Contract signed	Convert contact to customer, create invoice
`mark_lost`	`qualifying/proposal/negotiation → lost`	human	—	Log loss reason, trigger feedback ticket

Diagram

stateDiagram-v2
    [*] --> qualifying
    qualifying --> proposal : advance_to_proposal
    qualifying --> lost : mark_lost
    proposal --> negotiation : submit_proposal
    proposal --> lost : mark_lost
    negotiation --> won : mark_won
    negotiation --> lost : mark_lost
    won --> [*]
    lost --> [*]

6. FeedbackTicket

Module: Feedback
Chapter Coverage: Chapter 10

States

State	Type	Label
`reported`	initial	Reported
`triaged`	—	Triaged
`planned`	—	Planned
`in_progress`	—	In Progress
`resolved`	terminal	Resolved
`wontfix`	terminal	Won’t Fix

Events

Event	From → To	Actors	Guard
`triage`	`reported → triaged`	human, ai	Duplicate check passed
`plan`	`triaged → planned`	human	Assigned to a sprint or milestone
`start`	`planned → in_progress`	human, system	—
`resolve`	`in_progress → resolved`	human	Resolution description present
`close_wontfix`	`triaged/planned → wontfix`	human	—
`reopen`	`resolved → triaged`	human	—

Diagram

stateDiagram-v2
    [*] --> reported
    reported --> triaged : triage
    triaged --> planned : plan
    triaged --> wontfix : close_wontfix
    planned --> in_progress : start
    planned --> wontfix : close_wontfix
    in_progress --> resolved : resolve
    resolved --> triaged : reopen
    resolved --> [*]
    wontfix --> [*]

7. Expense

Module: Expenses
Chapter Coverage: Chapter 11

States

State	Type	Label
`draft`	initial	Draft
`reported`	—	Reported
`approved`	terminal	Approved
`rejected`	terminal	Rejected

Events

Event	From → To	Actors	Guard	Side-Effect
`submit`	`draft → reported`	human	Receipt attached, amount present	Attach to open expense report
`approve`	`reported → approved`	human	Amount within policy threshold	Notify employee
`reject`	`reported → rejected`	human	—	Notify employee with reason

Diagram

stateDiagram-v2
    [*] --> draft
    draft --> reported : submit
    reported --> approved : approve
    reported --> rejected : reject
    approved --> [*]
    rejected --> [*]

8. ExpenseReport

Module: Expenses
Chapter Coverage: Chapter 11

States

State	Type	Label
`draft`	initial	Draft
`submitted`	—	Submitted
`approved`	—	Approved
`paid`	terminal	Paid
`rejected`	terminal	Rejected

Events

Event	From → To	Actors	Guard	Side-Effect
`submit`	`draft → submitted`	human	Contains at least one approved expense	Notify finance team
`approve`	`submitted → approved`	human	Total within approval limit for single approver	Notify submitter
`reject`	`submitted → rejected`	human	—	Notify submitter with reason
`mark_paid`	`approved → paid`	human, system	Payment reference present	Update individual expense records

Diagram

stateDiagram-v2
    [*] --> draft
    draft --> submitted : submit
    submitted --> approved : approve
    submitted --> rejected : reject
    approved --> paid : mark_paid
    paid --> [*]
    rejected --> [*]

9. Invoice

Module: Invoicing
Chapter Coverage: Chapter 12

States

State	Type	Label
`draft`	initial	Draft
`sent`	—	Sent
`paid`	terminal	Paid
`overdue`	—	Overdue
`cancelled`	terminal	Cancelled

Events

Event	From → To	Actors	Guard	Side-Effect
`send`	`draft → sent`	human, ai	Line items present, recipient email valid	Deliver invoice by email/PDF
`record_payment`	`sent → paid`	human, system	Payment amount matches invoice total	Update ledger, notify issuer
`record_payment`	`overdue → paid`	human, system	Payment amount matches invoice total	Update ledger, clear overdue flag
`mark_overdue`	`sent → overdue`	system	Due date has passed and payment not recorded	Send overdue reminder to payer
`cancel`	`draft → cancelled`	human	—	—
`cancel`	`sent → cancelled`	human	—	Send cancellation notice to payer

Diagram

stateDiagram-v2
    [*] --> draft
    draft --> sent : send
    draft --> cancelled : cancel
    sent --> paid : record_payment
    sent --> overdue : mark_overdue
    sent --> cancelled : cancel
    overdue --> paid : record_payment
    paid --> [*]
    cancelled --> [*]

10. Project

Module: Projects
Chapter Coverage: Chapter 13

States

State	Type	Label
`planning`	initial	Planning
`active`	—	Active
`on_hold`	—	On Hold
`completed`	terminal	Completed
`cancelled`	terminal	Cancelled

Note the bidirectional relationship between active and on_hold — projects can be paused and resumed any number of times.

Events

Event	From → To	Actors
`kick_off`	`planning → active`	human
`put_on_hold`	`active → on_hold`	human
`resume`	`on_hold → active`	human
`complete`	`active → completed`	human
`cancel`	`planning/active/on_hold → cancelled`	human

Diagram

stateDiagram-v2
    [*] --> planning
    planning --> active : kick_off
    planning --> cancelled : cancel
    active --> on_hold : put_on_hold
    active --> completed : complete
    active --> cancelled : cancel
    on_hold --> active : resume
    on_hold --> cancelled : cancel
    completed --> [*]
    cancelled --> [*]

11. TimeEntry

Module: Time Tracking
Chapter Coverage: Chapter 13

States

State	Type	Label
`logged`	initial	Logged
`submitted`	—	Submitted
`approved`	terminal	Approved
`rejected`	terminal	Rejected

Events

Event	From → To	Actors	Guard
`submit`	`logged → submitted`	human	Time entry is attached to a project and billable period
`approve`	`submitted → approved`	human	Approver has authority over the project
`reject`	`submitted → rejected`	human	—
`revise`	`rejected → logged`	human	—

Diagram

stateDiagram-v2
    [*] --> logged
    logged --> submitted : submit
    submitted --> approved : approve
    submitted --> rejected : reject
    rejected --> logged : revise
    approved --> [*]

12. LeaveRequest

Module: Leave Management
Chapter Coverage: Chapter 14

States

State	Type	Label
`pending`	initial	Pending
`approved`	terminal	Approved
`rejected`	terminal	Rejected
`cancelled`	terminal	Cancelled

Events

Event	From → To	Actors	Guard	Side-Effect
`approve`	`pending → approved`	human	Manager is direct line; leave balance sufficient	Notify employee, update leave balance
`reject`	`pending → rejected`	human	—	Notify employee with reason
`cancel`	`pending → cancelled`	human, system	—	Notify manager, restore leave balance if applicable

Diagram

stateDiagram-v2
    [*] --> pending
    pending --> approved : approve
    pending --> rejected : reject
    pending --> cancelled : cancel
    approved --> [*]
    rejected --> [*]
    cancelled --> [*]

13. Candidate

Module: Hiring
Chapter Coverage: Chapter 14

States

State	Type	Label
`applied`	initial	Applied
`screening`	—	Screening
`interviewing`	—	Interviewing
`offer`	—	Offer Extended
`hired`	terminal	Hired
`rejected`	terminal	Rejected

Events

Event	From → To	Actors	Guard
`begin_screening`	`applied → screening`	human, ai	Application complete
`advance_to_interview`	`screening → interviewing`	human	Screening score above threshold
`extend_offer`	`interviewing → offer`	human	Interview panel consensus
`accept_offer`	`offer → hired`	human, system	Signed offer letter received
`decline_offer`	`offer → rejected`	human, system	—
`reject`	`screening/interviewing → rejected`	human	—
`withdraw`	`applied/screening/interviewing/offer → rejected`	human, system	Candidate has withdrawn

Diagram

stateDiagram-v2
    [*] --> applied
    applied --> screening : begin_screening
    applied --> rejected : reject
    screening --> interviewing : advance_to_interview
    screening --> rejected : reject
    interviewing --> offer : extend_offer
    interviewing --> rejected : reject
    offer --> hired : accept_offer
    offer --> rejected : decline_offer
    hired --> [*]
    rejected --> [*]

14. Vendor

Module: Vendors
Chapter Coverage: Chapter 15

States

State	Type	Label
`prospect`	initial	Prospect
`active`	—	Active
`under_review`	—	Under Review
`suspended`	—	Suspended
`terminated`	terminal	Terminated

Note the bidirectional relationship between active and under_review, and between active and suspended.

Events

Event	From → To	Actors
`onboard`	`prospect → active`	human
`flag_for_review`	`active → under_review`	human, system
`clear_review`	`under_review → active`	human
`suspend`	`active → suspended`	human
`reinstate`	`suspended → active`	human
`terminate`	`suspended → terminated`	human
`terminate`	`under_review → terminated`	human

Diagram

stateDiagram-v2
    [*] --> prospect
    prospect --> active : onboard
    active --> under_review : flag_for_review
    active --> suspended : suspend
    under_review --> active : clear_review
    under_review --> terminated : terminate
    suspended --> active : reinstate
    suspended --> terminated : terminate
    terminated --> [*]

15. InventoryItem

Module: Inventory
Chapter Coverage: Chapter 15

States

State	Type	Label
`in_stock`	initial	In Stock
`low_stock`	—	Low Stock
`out_of_stock`	—	Out of Stock
`discontinued`	terminal	Discontinued

Events

Event	From → To	Actors	Guard
`flag_low`	`in_stock → low_stock`	system	Quantity below reorder threshold
`deplete`	`low_stock → out_of_stock`	system	Quantity reaches zero
`restock`	`low_stock → in_stock`	human, system	Restock quantity above threshold
`restock`	`out_of_stock → in_stock`	human, system	—
`discontinue`	`any → discontinued`	human	—

Diagram

stateDiagram-v2
    [*] --> in_stock
    in_stock --> low_stock : flag_low
    in_stock --> discontinued : discontinue
    low_stock --> in_stock : restock
    low_stock --> out_of_stock : deplete
    low_stock --> discontinued : discontinue
    out_of_stock --> in_stock : restock
    out_of_stock --> discontinued : discontinue
    discontinued --> [*]

16. KbArticle

Module: Knowledge Base
Chapter Coverage: Chapter 16

States

State	Type	Label
`draft`	initial	Draft
`in_review`	—	In Review
`published`	—	Published
`archived`	terminal	Archived

Events

Event	From → To	Actors	Guard
`submit_for_review`	`draft → in_review`	human, ai	Title and body present, minimum word count met
`publish`	`in_review → published`	human	Reviewer approval recorded
`return_for_revision`	`in_review → draft`	human	—
`archive`	`published → archived`	human	—
`unarchive`	`archived → draft`	human	—

Diagram

stateDiagram-v2
    [*] --> draft
    draft --> in_review : submit_for_review
    in_review --> published : publish
    in_review --> draft : return_for_revision
    published --> archived : archive
    archived --> draft : unarchive
    archived --> [*]

17. Objective

Module: OKRs
Chapter Coverage: Chapter 16

States

State	Type	Label
`draft`	initial	Draft
`active`	—	Active
`at_risk`	—	At Risk
`completed`	terminal	Completed
`abandoned`	terminal	Abandoned

Note the bidirectional relationship between active and at_risk.

Events

Event	From → To	Actors
`activate`	`draft → active`	human
`flag_at_risk`	`active → at_risk`	human, system
`clear_risk`	`at_risk → active`	human
`complete`	`active/at_risk → completed`	human
`abandon`	`active/at_risk → abandoned`	human

Diagram

stateDiagram-v2
    [*] --> draft
    draft --> active : activate
    active --> at_risk : flag_at_risk
    active --> completed : complete
    active --> abandoned : abandon
    at_risk --> active : clear_risk
    at_risk --> completed : complete
    at_risk --> abandoned : abandon
    completed --> [*]
    abandoned --> [*]

18. PayRun

Module: Payroll
Chapter Coverage: Chapter 17

States

State	Type	Label
`draft`	initial	Draft
`submitted`	—	Submitted
`approved`	—	Approved
`paid`	terminal	Paid
`voided`	terminal	Voided

Events

Event	From → To	Actors	Guard	Side-Effect
`submit`	`draft → submitted`	human	All employee entries reconciled	Notify payroll approver
`approve`	`submitted → approved`	human	Approver has financial signatory authority	Lock entries, notify finance
`reject`	`submitted → draft`	human	—	Notify submitter with reason
`process_payment`	`approved → paid`	human, system	Bank transfer confirmed	Generate payslips, update ledger
`void`	`draft/submitted/approved → voided`	human	—	Notify all affected employees

Diagram

stateDiagram-v2
    [*] --> draft
    draft --> submitted : submit
    draft --> voided : void
    submitted --> approved : approve
    submitted --> draft : reject
    submitted --> voided : void
    approved --> paid : process_payment
    approved --> voided : void
    paid --> [*]
    voided --> [*]

19. InboxThread

Module: Inbox
Chapter Coverage: Chapter 18

States

State	Type	Label
`open`	initial	Open
`assigned`	—	Assigned
`waiting`	—	Waiting on Customer
`resolved`	—	Resolved
`closed`	terminal	Closed

Events

Event	From → To	Actors
`assign`	`open → assigned`	human, ai
`put_on_wait`	`assigned → waiting`	human
`resume`	`waiting → assigned`	human, system
`resolve`	`assigned/waiting → resolved`	human, ai
`reopen`	`resolved → assigned`	human, system
`close`	`resolved → closed`	human, system

Diagram

stateDiagram-v2
    [*] --> open
    open --> assigned : assign
    assigned --> waiting : put_on_wait
    assigned --> resolved : resolve
    waiting --> assigned : resume
    waiting --> resolved : resolve
    resolved --> assigned : reopen
    resolved --> closed : close
    closed --> [*]

20. Company

Module: Companies
Chapter Coverage: Chapter 9 (CRM)

States

State	Type	Label
`prospect`	initial	Prospect
`active`	—	Active
`suspended`	—	Suspended
`dissolved`	terminal	Dissolved

Events

Event	From → To	Actors	Guard
`activate`	`prospect → active`	human	At least one active contact associated
`suspend`	`active → suspended`	human	—
`reinstate`	`suspended → active`	human	—
`dissolve`	`suspended → dissolved`	human	No open invoices or active contracts

Diagram

stateDiagram-v2
    [*] --> prospect
    prospect --> active : activate
    active --> suspended : suspend
    suspended --> active : reinstate
    suspended --> dissolved : dissolve
    dissolved --> [*]

Quick Reference Index

Model	Module	States	Terminal States
Nda	NDA Management	6	executed, cancelled, expired
PartnershipAgreement	Partnerships	7	terminated, cancelled, expired
Referral	Partnerships	4	accepted, rejected
Contact	CRM	6	partner, archived
Deal	CRM	5	won, lost
FeedbackTicket	Feedback	6	resolved, wontfix
Expense	Expenses	4	approved, rejected
ExpenseReport	Expenses	5	paid, rejected
Invoice	Invoicing	5	paid, cancelled
Project	Projects	5	completed, cancelled
TimeEntry	Time Tracking	4	approved, rejected
LeaveRequest	Leave Management	4	approved, rejected, cancelled
Candidate	Hiring	6	hired, rejected
Vendor	Vendors	5	terminated
InventoryItem	Inventory	4	discontinued
KbArticle	Knowledge Base	4	archived
Objective	OKRs	5	completed, abandoned
PayRun	Payroll	5	paid, voided
InboxThread	Inbox	5	closed
Company	Companies	4	dissolved