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Strategy API

ProBeya provides a full strategy deployment and analysis suite covering five domains: Hoshin Kanri for X-Matrix strategy deployment, Balanced Scorecard for Kaplan & Norton BSC with strategy maps, Agile/SAFe for Program Increment planning, PM Standards for PMBOK v8 and governance, and Strategy Analysis for 17 frameworks (SWOT, PESTLE, Porter, BCG, etc.).

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Hoshin Kanri (X-Matrix)

Deploy strategy through the four-quadrant model: strategic objectives, annual objectives, improvement priorities, and KPIs.

Matrix lifecycle: draft → active → closed

Objective statuses: on_track, at_risk, behind, completed

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Endpoints

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POST /api/v1/hoshin/matrices

Create a new Hoshin Kanri X-Matrix for a strategy deployment cycle.

tRPC: hoshin.createMatrix Auth: Bearer token required (scope: write:items) or session cookie Org context: Required

Parameters:

Name	Type	Required	Description
name	string	Yes	Matrix name (max 255 chars)
fiscalYear	string	Yes	Fiscal year identifier (e.g., “FY2026”)
config	object	No	Visual layout, color schemes, custom quadrant labels

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GET /api/v1/hoshin/matrices

List all X-Matrices for the organization with optional filters.

tRPC: hoshin.listMatrices Auth: Bearer token required (scope: read:items) or session cookie Org context: Required

Parameters:

Name	Type	Required	Description
fiscalYear	string (query)	No	Filter by fiscal year
status	string (query)	No	Filter by draft, active, closed
limit	number (query)	No	Results per page (default: 20, max: 100)
offset	number (query)	No	Pagination offset (default: 0)

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GET /api/v1/hoshin/matrices/:id

Retrieve a single X-Matrix with all its objectives organized by quadrant.

tRPC: hoshin.getMatrix Auth: Bearer token required (scope: read:items) or session cookie Org context: Required

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tRPC-Only Hoshin Procedures

Procedure	Type	Description
hoshin.updateMatrix	mutation	Update matrix name, fiscal year, status, or config
hoshin.deleteMatrix	mutation	Delete a matrix and all its objectives (cascade)
hoshin.addObjective	mutation	Add an objective to a quadrant (strategic, annual, improvement, kpi)
hoshin.updateObjective	mutation	Update objective text, status, alignment, or sort order
hoshin.deleteObjective	mutation	Remove an objective from the matrix

Quadrant types: strategic, annual, improvement, kpi

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Balanced Scorecard

Implements the Kaplan & Norton BSC framework with strategy maps, perspectives, objectives, measures, initiatives, and causal links. New scorecards automatically seed four default perspectives (Financial, Customer, Internal Process, Learning & Growth).

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tRPC-Only BSC Procedures

Procedure	Type	Description
balancedScorecard.create	mutation	Create a scorecard (auto-seeds 4 perspectives)
balancedScorecard.update	mutation	Update scorecard title, description, fiscal year, vision, mission
balancedScorecard.delete	mutation	Delete a scorecard and all children
balancedScorecard.getById	query	Full scorecard with perspectives, objectives, measures
balancedScorecard.list	query	Paginated list by workspace
balancedScorecard.createPerspective	mutation	Add a custom perspective
balancedScorecard.updatePerspective	mutation	Update perspective name, color, icon
balancedScorecard.reorderPerspectives	mutation	Reorder perspectives
balancedScorecard.createObjective	mutation	Add a strategic objective to a perspective
balancedScorecard.updateObjective	mutation	Update objective status, description, weight
balancedScorecard.createMeasure	mutation	Define a KPI measure for an objective
balancedScorecard.recordMeasureHistory	mutation	Record a measurement value
balancedScorecard.getMeasureHistory	query	Time-series history of a measure
balancedScorecard.syncFromKpi	mutation	Sync measure values from SQCDP KPI definitions
balancedScorecard.createInitiative	mutation	Create a strategic initiative linked to an objective
balancedScorecard.linkToProject	mutation	Link an initiative to a PPM project
balancedScorecard.createLink	mutation	Create a causal link between objectives
balancedScorecard.getCausalChain	query	Traverse the cause-and-effect chain
balancedScorecard.getScorecardDashboard	query	Dashboard with health scores per perspective
balancedScorecard.getStrategyHealth	query	Overall strategy health weighted average

Objective statuses: on_track, achieved, at_risk, not_started, off_track

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Agile / SAFe

Manage Program Increments (PIs), teams, objectives, cross-team dependencies, and Planning Poker estimation sessions aligned with the SAFe framework.

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tRPC-Only Agile Procedures

Procedure	Type	Description
agile.createPI	mutation	Create a Program Increment with start/end dates
agile.updatePI	mutation	Update PI details and status
agile.listPIs	query	List PIs with optional status filter
agile.getPI	query	Full PI detail with teams, objectives, dependencies
agile.addTeam	mutation	Add a team to a PI
agile.updateTeam	mutation	Update team velocity, capacity
agile.removeTeam	mutation	Remove a team from a PI
agile.addObjective	mutation	Add a PI objective for a team
agile.updateObjective	mutation	Update objective value and status
agile.listObjectives	query	List objectives for a PI
agile.addDependency	mutation	Declare a cross-team dependency
agile.resolveDependency	mutation	Mark a dependency as resolved
agile.listDependencies	query	List dependencies for a PI
agile.castPokerVote	mutation	Cast a Planning Poker vote
agile.getPokerResults	query	Get aggregated poker results
agile.clearPokerVotes	mutation	Reset poker votes for a new round

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PM Standards (PMBOK v8, PM2, P3.express)

PMBOK v8 Performance Domain assessments, Focus Area tracking, PMO configuration and service catalog, Governance Reviews, and methodology-specific workflows for PM2, P3.express, micro.P3, and P5.express.

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tRPC-Only PM Standards Procedures

Procedure	Type	Description
pmStandards.createDomainAssessment	mutation	Record a PMBOK Performance Domain assessment
pmStandards.listDomainAssessments	query	Assessment history for a project
pmStandards.updateFocusArea	mutation	Update project focus area configuration
pmStandards.updatePmoConfig	mutation	Update PMO configuration
pmStandards.createGovernanceReview	mutation	Schedule a governance review (gate, steering, audit)
pmStandards.completeGovernanceReview	mutation	Complete a governance review with decision
pmStandards.createHealthReview	mutation	Record project health review
pmStandards.upsertValueMatrixEntry	mutation	Update portfolio value matrix entry
pmStandards.createProgrammeLog	mutation	Create PM2 programme log entry
pmStandards.assignGovernanceRole	mutation	Assign PM2 governance role
pmStandards.createMindsetAssessment	mutation	Record PM2 mindset assessment
pmStandards.recordNuppAlignment	mutation	Record NUPP alignment check
pmStandards.getMethodologies	query	List available methodology templates

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Strategy Analysis

Unified API for 17 strategy frameworks with framework-specific JSONB validation, analysis items, and point-in-time snapshots for comparison.

Analysis lifecycle: draft → in_progress → completed → archived

Supported frameworks: SWOT, PESTLE, Porter’s Five Forces, BCG Matrix, Ansoff Matrix, Blue Ocean, McKinsey 7-S, Value Chain, VRIO, Core Competence, Scenario Planning, GE Matrix, OKR Alignment, Kano Model, Jobs-to-be-Done, Wardley Map, Business Model Canvas.

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tRPC-Only Strategy Analysis Procedures

Procedure	Type	Description
strategyAnalysis.create	mutation	Create an analysis of any framework type
strategyAnalysis.update	mutation	Update analysis (type is immutable after creation)
strategyAnalysis.delete	mutation	Delete analysis with cascading items and snapshots
strategyAnalysis.getById	query	Full analysis with items
strategyAnalysis.list	query	Paginated list with type and status filters
strategyAnalysis.duplicate	mutation	Clone an analysis for iterative refinement
strategyAnalysis.addItem	mutation	Add an item to an analysis
strategyAnalysis.updateItem	mutation	Update an analysis item
strategyAnalysis.removeItem	mutation	Remove an analysis item
strategyAnalysis.reorderItems	mutation	Reorder items within an analysis
strategyAnalysis.createSnapshot	mutation	Take a point-in-time snapshot
strategyAnalysis.listSnapshots	query	List snapshots for an analysis
strategyAnalysis.compareSnapshots	query	Compare two snapshots side-by-side

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Error Codes

Code	Description
400	Invalid input (unknown framework type, invalid quadrant)
401	Missing or invalid authentication
403	Insufficient permissions for governance operations
404	Matrix, scorecard, PI, analysis, or related entity not found