@dealdesk/server 2026.527.0-canary.0

package/dist/deal-desk/target-service.js

@@ -0,0 +1,169 @@
+// DEAL DESK: Shared target create/update/get logic for board routes and agent tools.
+import { and, eq, sql } from "drizzle-orm";
+import { z } from "zod";
+import { ddTargets } from "@dealdesk/db";
+export const targetStatusValues = [
+    "sourced",
+    "qualified",
+    "contacted",
+    "replied",
+    "meeting_booked",
+    "in_diligence",
+    "passed",
+    "closed_won",
+    "closed_lost",
+];
+export const createTargetInputSchema = z.object({
+    thesisId: z.string().uuid(),
+    companyName: z.string().min(1).max(255),
+    website: z.string().url().optional(),
+    description: z.string().optional(),
+    sector: z.string().optional(),
+    subSector: z.string().optional(),
+    hqCity: z.string().optional(),
+    hqState: z.string().optional(),
+    estimatedRevenue: z.number().positive().optional(),
+    ownershipType: z.string().optional(),
+    fitScore: z.number().int().min(0).max(100),
+    fitRationale: z.string().min(10),
+    sources: z
+        .array(z.object({
+        url: z.string(),
+        description: z.string(),
+    }))
+        .default([]),
+});
+export const updateTargetInputSchema = z.object({
+    status: z.enum(targetStatusValues).optional(),
+    notes: z.string().nullable().optional(),
+    fitScore: z.number().int().min(0).max(100).optional(),
+    fitRationale: z.string().min(1).optional(),
+    sector: z.string().nullable().optional(),
+    subSector: z.string().nullable().optional(),
+    website: z.string().url().nullable().optional(),
+    description: z.string().nullable().optional(),
+    hqCity: z.string().nullable().optional(),
+    hqState: z.string().nullable().optional(),
+    ownershipType: z.string().nullable().optional(),
+});
+export async function createTarget(db, companyId, input, attribution) {
+    if (input.fitScore < 40) {
+        return {
+            ok: false,
+            reason: "Fit score below 40 — target not saved. Only save companies scoring 40 or above.",
+        };
+    }
+    const existing = await db.query.ddTargets.findFirst({
+        where: and(eq(ddTargets.dealDeskCompanyId, companyId), eq(ddTargets.companyName, input.companyName)),
+    });
+    if (existing) {
+        const appended = `${existing.notes ?? ""}\n\n[Re-sourced ${new Date().toISOString()}]\n${input.fitRationale}`.trim();
+        await db
+            .update(ddTargets)
+            .set({ notes: appended, updatedAt: new Date() })
+            .where(eq(ddTargets.id, existing.id));
+        return {
+            ok: true,
+            targetId: existing.id,
+            action: "updated_existing",
+            message: "Target already exists — appended new rationale to notes.",
+        };
+    }
+    const inserted = await db
+        .insert(ddTargets)
+        .values({
+        dealDeskCompanyId: companyId,
+        thesisId: input.thesisId,
+        sourcedByAgentId: attribution?.agentId ?? null,
+        sourceTicketId: attribution?.issueId ?? null,
+        companyName: input.companyName,
+        website: input.website ?? null,
+        description: input.description ?? null,
+        sector: input.sector ?? null,
+        subSector: input.subSector ?? null,
+        hqCity: input.hqCity ?? null,
+        hqState: input.hqState ?? null,
+        estimatedRevenue: input.estimatedRevenue?.toString() ?? null,
+        ownershipType: input.ownershipType ?? null,
+        fitScore: input.fitScore,
+        fitRationale: input.fitRationale,
+        sources: input.sources,
+        status: "sourced",
+        statusChangedAt: new Date(),
+    })
+        .returning({ id: ddTargets.id });
+    const target = inserted[0];
+    if (!target) {
+        return { ok: false, reason: "Insert returned no rows" };
+    }
+    return {
+        ok: true,
+        targetId: target.id,
+        action: "created",
+        message: `Target "${input.companyName}" saved with fit score ${input.fitScore}.`,
+    };
+}
+export async function getTarget(db, companyId, targetId) {
+    const row = await db.query.ddTargets.findFirst({
+        where: and(eq(ddTargets.dealDeskCompanyId, companyId), eq(ddTargets.id, targetId)),
+    });
+    return row ?? null;
+}
+export async function updateTarget(db, companyId, targetId, input) {
+    const existing = await getTarget(db, companyId, targetId);
+    if (!existing) {
+        return { ok: false, reason: "Target not found", status: 404 };
+    }
+    const updateValues = { updatedAt: new Date() };
+    if (input.status !== undefined) {
+        updateValues.status = input.status;
+        updateValues.statusChangedAt = new Date();
+    }
+    if (input.notes !== undefined)
+        updateValues.notes = input.notes;
+    if (input.fitScore !== undefined)
+        updateValues.fitScore = input.fitScore;
+    if (input.fitRationale !== undefined)
+        updateValues.fitRationale = input.fitRationale;
+    if (input.sector !== undefined)
+        updateValues.sector = input.sector;
+    if (input.subSector !== undefined)
+        updateValues.subSector = input.subSector;
+    if (input.website !== undefined)
+        updateValues.website = input.website;
+    if (input.description !== undefined)
+        updateValues.description = input.description;
+    if (input.hqCity !== undefined)
+        updateValues.hqCity = input.hqCity;
+    if (input.hqState !== undefined)
+        updateValues.hqState = input.hqState;
+    if (input.ownershipType !== undefined)
+        updateValues.ownershipType = input.ownershipType;
+    const [updated] = await db
+        .update(ddTargets)
+        .set(updateValues)
+        .where(and(eq(ddTargets.dealDeskCompanyId, companyId), eq(ddTargets.id, targetId)))
+        .returning();
+    if (!updated) {
+        return { ok: false, reason: "Update failed", status: 500 };
+    }
+    return { ok: true, target: updated };
+}
+export async function getPipelineSummary(db, companyId, thesisId) {
+    const rows = await db
+        .select({
+        status: ddTargets.status,
+        count: sql `count(*)::int`,
+    })
+        .from(ddTargets)
+        .where(and(eq(ddTargets.dealDeskCompanyId, companyId), eq(ddTargets.thesisId, thesisId)))
+        .groupBy(ddTargets.status);
+    const byStatus = Object.fromEntries(targetStatusValues.map((s) => [s, 0]));
+    let total = 0;
+    for (const row of rows) {
+        byStatus[row.status] = row.count;
+        total += row.count;
+    }
+    return { total, byStatus };
+}
+//# sourceMappingURL=target-service.js.map

package/dist/deal-desk/target-service.js.map

@@ -0,0 +1 @@
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package/dist/deal-desk/tools/__tests__/apollo-api-key.test.d.ts

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=apollo-api-key.test.d.ts.map

package/dist/deal-desk/tools/__tests__/apollo-api-key.test.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"apollo-api-key.test.d.ts","sourceRoot":"","sources":["../../../../src/deal-desk/tools/__tests__/apollo-api-key.test.ts"],"names":[],"mappings":""}

package/dist/deal-desk/tools/__tests__/apollo-api-key.test.js

@@ -0,0 +1,122 @@
+import express from "express";
+import request from "supertest";
+import { describe, it, expect, beforeEach } from "vitest";
+import { apolloApiKeyGetHandler, apolloApiKeyPostHandler, apolloApiKeyDeleteHandler, } from "../apollo-api-key.js";
+function makeInMemoryStore() {
+    const byKey = new Map();
+    let n = 0;
+    return {
+        async getByKey(_companyId, k) {
+            const v = byKey.get(k);
+            return v ? { id: v.id } : null;
+        },
+        async create(_companyId, args) {
+            n += 1;
+            const id = `s-${n}`;
+            byKey.set(args.key, { id, value: args.value });
+            return { id };
+        },
+        async replace(secretId, args) {
+            for (const [k, v] of byKey.entries()) {
+                if (v.id === secretId)
+                    byKey.set(k, { ...v, value: args.value });
+            }
+        },
+        async remove(secretId) {
+            for (const [k, v] of byKey.entries()) {
+                if (v.id === secretId)
+                    byKey.delete(k);
+            }
+        },
+        async load(_companyId, secretId) {
+            for (const v of byKey.values())
+                if (v.id === secretId)
+                    return v.value;
+            return null;
+        },
+    };
+}
+function makeApp(store) {
+    const app = express();
+    app.use(express.json());
+    app.get("/c/:companyId/apollo-api-key", apolloApiKeyGetHandler({ store }));
+    app.post("/c/:companyId/apollo-api-key", apolloApiKeyPostHandler({
+        store,
+        probeCapabilities: async () => ({
+            matchEnabled: false,
+            searchEnabled: true,
+            enrichmentEnabled: true,
+            planLimited: true,
+            masterKeyRequired: false,
+            lastValidatedAt: "2026-01-01T00:00:00.000Z",
+        }),
+    }));
+    app.delete("/c/:companyId/apollo-api-key", apolloApiKeyDeleteHandler({ store }));
+    return app;
+}
+describe("apollo-api-key handlers", () => {
+    let store;
+    beforeEach(() => {
+        store = makeInMemoryStore();
+    });
+    it("GET returns configured=false initially", async () => {
+        const res = await request(makeApp(store)).get("/c/c1/apollo-api-key");
+        expect(res.status).toBe(200);
+        expect(res.body).toMatchObject({
+            configured: false,
+            matchEnabled: null,
+            searchEnabled: null,
+            lastValidatedAt: null,
+        });
+    });
+    it("POST saves the key and returns capabilities from probe", async () => {
+        const app = express();
+        app.use(express.json());
+        app.post("/c/:companyId/apollo-api-key", apolloApiKeyPostHandler({
+            store,
+            probeCapabilities: async () => ({
+                matchEnabled: true,
+                searchEnabled: true,
+                enrichmentEnabled: true,
+                planLimited: false,
+                masterKeyRequired: false,
+                lastValidatedAt: "2026-01-01T00:00:00.000Z",
+            }),
+        }));
+        app.get("/c/:companyId/apollo-api-key", apolloApiKeyGetHandler({ store }));
+        const post = await request(app)
+            .post("/c/c1/apollo-api-key")
+            .send({ apiKey: "key-12345678" });
+        expect(post.status).toBe(200);
+        expect(post.body.ok).toBe(true);
+        expect(post.body.capabilities.matchEnabled).toBe(true);
+        const get = await request(app).get("/c/c1/apollo-api-key");
+        expect(get.body.configured).toBe(true);
+        expect(get.body.matchEnabled).toBe(true);
+    });
+    it("POST saves the key, GET then shows configured=true", async () => {
+        const app = makeApp(store);
+        const post = await request(app)
+            .post("/c/c1/apollo-api-key")
+            .send({ apiKey: "key-12345678" });
+        expect(post.status).toBe(200);
+        expect(post.body.ok).toBe(true);
+        const get = await request(app).get("/c/c1/apollo-api-key");
+        expect(get.body.configured).toBe(true);
+    });
+    it("POST rejects short keys", async () => {
+        const res = await request(makeApp(store))
+            .post("/c/c1/apollo-api-key")
+            .send({ apiKey: "x" });
+        expect(res.status).toBe(400);
+    });
+    it("DELETE removes the key", async () => {
+        const app = makeApp(store);
+        await request(app).post("/c/c1/apollo-api-key").send({ apiKey: "key-12345678" });
+        const del = await request(app).delete("/c/c1/apollo-api-key");
+        expect(del.status).toBe(200);
+        const get = await request(app).get("/c/c1/apollo-api-key");
+        expect(get.body.configured).toBe(false);
+    });
+});
+//# sourceMappingURL=apollo-api-key.test.js.map

package/dist/deal-desk/tools/__tests__/apollo-api-key.test.js.map

@@ -0,0 +1 @@
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package/dist/deal-desk/tools/__tests__/create-contact.test.d.ts

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=create-contact.test.d.ts.map

package/dist/deal-desk/tools/__tests__/create-contact.test.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"create-contact.test.d.ts","sourceRoot":"","sources":["../../../../src/deal-desk/tools/__tests__/create-contact.test.ts"],"names":[],"mappings":""}

package/dist/deal-desk/tools/__tests__/create-contact.test.js

@@ -0,0 +1,73 @@
+import { describe, it, expect, vi } from "vitest";
+import express from "express";
+import request from "supertest";
+import { createContactHandler } from "../create-contact.js";
+describe("POST /contacts", () => {
+    it("creates a contact for a valid target", async () => {
+        const fakeDb = {
+            query: {
+                ddTargets: {
+                    findFirst: vi.fn().mockResolvedValue({ id: "11111111-1111-4111-8111-111111111111", dealDeskCompanyId: "co-1" }),
+                },
+                ddContacts: {
+                    findFirst: vi.fn().mockResolvedValue(null),
+                },
+            },
+            insert: () => ({
+                values: (v) => ({
+                    returning: async () => {
+                        expect(v).toMatchObject({
+                            dealDeskCompanyId: "co-1",
+                            targetId: "11111111-1111-4111-8111-111111111111",
+                            firstName: "Alice",
+                            lastName: "Smith",
+                            isPrimary: true,
+                        });
+                        return [{ id: "contact-1" }];
+                    },
+                }),
+            }),
+        };
+        const app = express();
+        app.use(express.json());
+        app.post("/c/:companyId/contacts", createContactHandler(fakeDb));
+        const res = await request(app)
+            .post("/c/co-1/contacts")
+            .send({
+            targetId: "11111111-1111-4111-8111-111111111111",
+            firstName: "Alice",
+            lastName: "Smith",
+            isPrimary: true,
+        });
+        expect(res.status).toBe(201);
+        expect(res.body).toEqual({ contactId: "contact-1", existing: false });
+    });
+    it("returns existing primary contact instead of creating duplicate", async () => {
+        const fakeDb = {
+            query: {
+                ddTargets: {
+                    findFirst: vi.fn().mockResolvedValue({ id: "11111111-1111-4111-8111-111111111111", dealDeskCompanyId: "co-1" }),
+                },
+                ddContacts: {
+                    findFirst: vi.fn().mockResolvedValue({ id: "existing-1", isPrimary: true }),
+                },
+            },
+            insert: vi.fn(),
+        };
+        const app = express();
+        app.use(express.json());
+        app.post("/c/:companyId/contacts", createContactHandler(fakeDb));
+        const res = await request(app)
+            .post("/c/co-1/contacts")
+            .send({
+            targetId: "11111111-1111-4111-8111-111111111111",
+            firstName: "Alice",
+            lastName: "Smith",
+            isPrimary: true,
+        });
+        expect(res.status).toBe(200);
+        expect(res.body).toEqual({ contactId: "existing-1", existing: true });
+        expect(fakeDb.insert).not.toHaveBeenCalled();
+    });
+});
+//# sourceMappingURL=create-contact.test.js.map

package/dist/deal-desk/tools/__tests__/create-contact.test.js.map

@@ -0,0 +1 @@
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package/dist/deal-desk/tools/__tests__/deal-desk-tools.test.d.ts

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=deal-desk-tools.test.d.ts.map

package/dist/deal-desk/tools/__tests__/deal-desk-tools.test.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"deal-desk-tools.test.d.ts","sourceRoot":"","sources":["../../../../src/deal-desk/tools/__tests__/deal-desk-tools.test.ts"],"names":[],"mappings":""}

package/dist/deal-desk/tools/__tests__/deal-desk-tools.test.js

@@ -0,0 +1,193 @@
+// DEAL DESK: Phase 5 tool handler tests against embedded Postgres
+import { randomUUID } from "node:crypto";
+import express from "express";
+import request from "supertest";
+import { afterAll, beforeAll, beforeEach, describe, expect, it } from "vitest";
+import { createDb, ddIntermediaries, ddTargets, ddTheses, getEmbeddedPostgresTestSupport, startEmbeddedPostgresTestDatabase, } from "@dealdesk/db";
+import { dealDeskToolsRouter } from "../index.js";
+const embeddedPostgresSupport = await getEmbeddedPostgresTestSupport();
+const describeEmbeddedPostgres = embeddedPostgresSupport.supported
+    ? describe
+    : describe.skip;
+if (!embeddedPostgresSupport.supported) {
+    console.warn(`Skipping embedded Postgres deal desk tool tests on this host: ${embeddedPostgresSupport.reason ?? "unsupported environment"}`);
+}
+describeEmbeddedPostgres("deal-desk tools", () => {
+    let db;
+    let tempDb = null;
+    let companyId;
+    let thesisId;
+    let app;
+    beforeAll(async () => {
+        tempDb = await startEmbeddedPostgresTestDatabase("dealdesk-deal-desk-tools-");
+        db = createDb(tempDb.connectionString);
+        app = express();
+        app.use(express.json());
+        app.use("/companies/:companyId/deal-desk/tools", dealDeskToolsRouter(db));
+    }, 60_000);
+    beforeEach(async () => {
+        await db.delete(ddTargets);
+        await db.delete(ddIntermediaries);
+        await db.delete(ddTheses);
+        companyId = randomUUID();
+        const inserted = await db
+            .insert(ddTheses)
+            .values({
+            dealDeskCompanyId: companyId,
+            name: "HVAC SE",
+            sector: "HVAC Services",
+        })
+            .returning({ id: ddTheses.id });
+        thesisId = inserted[0].id;
+    });
+    afterAll(async () => {
+        await tempDb?.cleanup();
+    });
+    function makeTargetBody(overrides = {}) {
+        return {
+            thesisId,
+            companyName: "Acme HVAC",
+            website: "https://acmehvac.example.com",
+            sector: "HVAC Services",
+            hqCity: "Atlanta",
+            hqState: "GA",
+            fitScore: 75,
+            fitRationale: "Atlanta-area commercial HVAC contractor. Roughly $10M revenue, founder-led.",
+            sources: [
+                { url: "https://acmehvac.example.com", description: "Company site" },
+            ],
+            ...overrides,
+        };
+    }
+    it("createTarget: happy path returns action 'created'", async () => {
+        const res = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/targets`)
+            .send(makeTargetBody());
+        expect(res.status).toBe(201);
+        expect(res.body.ok).toBe(true);
+        expect(res.body.action).toBe("created");
+        expect(typeof res.body.targetId).toBe("string");
+    });
+    it("createTarget: duplicate returns 'updated_existing' and appends rationale to notes", async () => {
+        const first = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/targets`)
+            .send(makeTargetBody());
+        expect(first.status).toBe(201);
+        const second = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/targets`)
+            .send(makeTargetBody({
+            fitRationale: "Second pass — additional intel about ownership structure surfaced.",
+        }));
+        expect(second.status).toBe(200);
+        expect(second.body.action).toBe("updated_existing");
+        expect(second.body.targetId).toBe(first.body.targetId);
+        const row = await db.query.ddTargets.findFirst({});
+        expect(row?.notes ?? "").toContain("Second pass");
+        expect(row?.notes ?? "").toContain("Re-sourced");
+    });
+    it("createTarget: fitScore=30 returns ok=false without persisting", async () => {
+        const res = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/targets`)
+            .send(makeTargetBody({ fitScore: 30 }));
+        expect(res.status).toBe(200);
+        expect(res.body.ok).toBe(false);
+        expect(String(res.body.reason)).toMatch(/below 40/);
+        const count = await db.query.ddTargets.findMany({});
+        expect(count.length).toBe(0);
+    });
+    it("listTargets: returns inserted target with extended fields", async () => {
+        await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/targets`)
+            .send(makeTargetBody());
+        const res = await request(app)
+            .get(`/companies/${companyId}/deal-desk/tools/targets`)
+            .query({ thesisId });
+        expect(res.status).toBe(200);
+        expect(res.body.count).toBe(1);
+        expect(res.body.targets[0].name).toBe("Acme HVAC");
+        expect(res.body.targets[0].fitScore).toBe(75);
+        expect(res.body.targets[0].fitRationale).toContain("Atlanta-area");
+    });
+    it("getTarget: returns full target record", async () => {
+        const createRes = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/targets`)
+            .send(makeTargetBody());
+        const res = await request(app)
+            .get(`/companies/${companyId}/deal-desk/tools/targets/${createRes.body.targetId}`);
+        expect(res.status).toBe(200);
+        expect(res.body.ok).toBe(true);
+        expect(res.body.target.companyName).toBe("Acme HVAC");
+    });
+    it("updateTarget: updates status via PATCH", async () => {
+        const createRes = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/targets`)
+            .send(makeTargetBody());
+        const res = await request(app)
+            .patch(`/companies/${companyId}/deal-desk/tools/targets/${createRes.body.targetId}`)
+            .send({ status: "qualified", notes: "Validated fit" });
+        expect(res.status).toBe(200);
+        expect(res.body.ok).toBe(true);
+        expect(res.body.target.status).toBe("qualified");
+        expect(res.body.target.notes).toBe("Validated fit");
+    });
+    it("recordIntermediaryTouch: updates lastTouchDate and recomputes nextTouchDue", async () => {
+        const createRes = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/intermediaries`)
+            .send({
+            name: "Jane Banker",
+            firm: "Acme Advisors",
+            coverageSectors: ["HVAC Services"],
+            recentDeals: [],
+            cadenceDays: 30,
+        });
+        expect(createRes.status).toBe(201);
+        const intermediaryId = createRes.body.intermediaryId;
+        const touchRes = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/intermediaries/touch`)
+            .send({
+            intermediaryId,
+            touchType: "email",
+            notes: "Quarterly check-in sent.",
+        });
+        expect(touchRes.status).toBe(200);
+        expect(touchRes.body.ok).toBe(true);
+        const today = new Date().toISOString().slice(0, 10);
+        expect(touchRes.body.intermediary.lastTouchDate).toBe(today);
+        const expectedNext = new Date();
+        expectedNext.setUTCDate(expectedNext.getUTCDate() + 30);
+        expect(touchRes.body.intermediary.nextTouchDue).toBe(expectedNext.toISOString().slice(0, 10));
+    });
+    it("intermediaryOutreachDraft: queues check-in for approval", async () => {
+        const createRes = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/intermediaries`)
+            .send({
+            name: "Alex Banker",
+            firm: "River Advisors",
+            email: "alex@riveradvisors.com",
+            coverageSectors: ["CPG"],
+            recentDeals: [],
+        });
+        expect(createRes.status).toBe(201);
+        const intermediaryId = createRes.body.intermediaryId;
+        const draftRes = await request(app)
+            .post(`/companies/${companyId}/deal-desk/tools/intermediaries/outreach/draft`)
+            .send({
+            intermediaryId,
+            subject: "123 Capital — CPG mandate check-in",
+            body: "Hi Alex — quick intro from 123 Capital.",
+        });
+        expect(draftRes.status).toBe(201);
+        expect(draftRes.body.ok).toBe(true);
+        const pendingRes = await request(app)
+            .get(`/companies/${companyId}/deal-desk/tools/outreach/sends/pending`);
+        expect(pendingRes.status).toBe(200);
+        expect(pendingRes.body.sends).toEqual(expect.arrayContaining([
+            expect.objectContaining({
+                intermediaryId,
+                subject: "123 Capital — CPG mandate check-in",
+                isIntermediaryCheckIn: true,
+            }),
+        ]));
+    });
+});
+//# sourceMappingURL=deal-desk-tools.test.js.map

package/dist/deal-desk/tools/__tests__/deal-desk-tools.test.js.map

@@ -0,0 +1 @@
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package/dist/deal-desk/tools/__tests__/email-accounts.test.d.ts

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=email-accounts.test.d.ts.map

package/dist/deal-desk/tools/__tests__/email-accounts.test.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"email-accounts.test.d.ts","sourceRoot":"","sources":["../../../../src/deal-desk/tools/__tests__/email-accounts.test.ts"],"names":[],"mappings":""}