@dealdesk/server 2026.527.0-canary.0

package/dist/deal-desk/tools/list-intermediaries.d.ts.map

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package/dist/deal-desk/tools/list-intermediaries.js

@@ -0,0 +1,74 @@
+// DEAL DESK: Tool handler — list intermediaries sorted by next touch due
+import { Router } from "express";
+import { z } from "zod";
+import { and, asc, eq, sql } from "drizzle-orm";
+import { ddIntermediaries } from "@dealdesk/db";
+export const listIntermediariesQuerySchema = z.object({
+    overdueOnly: z
+        .union([z.literal("true"), z.literal("false"), z.boolean()])
+        .optional()
+        .transform((v) => v === true || v === "true"),
+    sector: z.string().optional(),
+    limit: z.coerce.number().int().min(1).max(200).default(50),
+});
+function todayDateString() {
+    return new Date().toISOString().slice(0, 10);
+}
+export function listIntermediariesHandler(db) {
+    return async (req, res) => {
+        const companyId = req.params.companyId;
+        if (!companyId) {
+            res.status(400).json({ ok: false, reason: "Missing companyId in path" });
+            return;
+        }
+        const parseResult = listIntermediariesQuerySchema.safeParse(req.query);
+        if (!parseResult.success) {
+            res.status(400).json({
+                ok: false,
+                reason: "Invalid query",
+                details: parseResult.error.flatten(),
+            });
+            return;
+        }
+        const { overdueOnly, sector, limit } = parseResult.data;
+        const today = todayDateString();
+        const conds = [eq(ddIntermediaries.dealDeskCompanyId, companyId)];
+        if (overdueOnly) {
+            conds.push(sql `${ddIntermediaries.nextTouchDue} < ${today}`);
+        }
+        if (sector) {
+            // jsonb array contains check
+            conds.push(sql `${ddIntermediaries.coverageSectors} @> ${JSON.stringify([sector])}::jsonb`);
+        }
+        const rows = await db
+            .select()
+            .from(ddIntermediaries)
+            .where(and(...conds))
+            .orderBy(asc(ddIntermediaries.nextTouchDue))
+            .limit(limit);
+        res.json({
+            count: rows.length,
+            intermediaries: rows.map((r) => ({
+                id: r.id,
+                name: r.name,
+                firm: r.firm,
+                title: r.title,
+                email: r.email,
+                linkedinUrl: r.linkedinUrl,
+                coverageSectors: r.coverageSectors,
+                cadenceDays: r.cadenceDays,
+                lastTouchDate: r.lastTouchDate,
+                nextTouchDue: r.nextTouchDue,
+                isOverdue: typeof r.nextTouchDue === "string" && r.nextTouchDue < today,
+                relationshipStrength: r.relationshipStrength,
+                notes: r.notes,
+            })),
+        });
+    };
+}
+export function listIntermediariesRouter(db) {
+    const router = Router({ mergeParams: true });
+    router.get("/", listIntermediariesHandler(db));
+    return router;
+}
+//# sourceMappingURL=list-intermediaries.js.map

package/dist/deal-desk/tools/list-intermediaries.js.map

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package/dist/deal-desk/tools/list-targets.d.ts

@@ -0,0 +1,20 @@
+import { Router, type Request, type Response } from "express";
+import { z } from "zod";
+import type { Db } from "@dealdesk/db";
+export declare const listTargetsQuerySchema: z.ZodObject<{
+    thesisId: z.ZodString;
+    status: z.ZodOptional<z.ZodEnum<["sourced", "qualified", "contacted", "replied", "meeting_booked", "in_diligence", "passed", "closed_won", "closed_lost"]>>;
+    limit: z.ZodDefault<z.ZodNumber>;
+}, "strip", z.ZodTypeAny, {
+    limit: number;
+    thesisId: string;
+    status?: "sourced" | "qualified" | "contacted" | "replied" | "meeting_booked" | "in_diligence" | "passed" | "closed_won" | "closed_lost" | undefined;
+}, {
+    thesisId: string;
+    status?: "sourced" | "qualified" | "contacted" | "replied" | "meeting_booked" | "in_diligence" | "passed" | "closed_won" | "closed_lost" | undefined;
+    limit?: number | undefined;
+}>;
+export type ListTargetsQuery = z.infer<typeof listTargetsQuerySchema>;
+export declare function listTargetsHandler(db: Db): (req: Request, res: Response) => Promise<void>;
+export declare function listTargetsRouter(db: Db): Router;
+//# sourceMappingURL=list-targets.d.ts.map

package/dist/deal-desk/tools/list-targets.d.ts.map

@@ -0,0 +1 @@
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package/dist/deal-desk/tools/list-targets.js

@@ -0,0 +1,73 @@
+// DEAL DESK: Tool handler — list existing targets for a thesis
+import { Router } from "express";
+import { z } from "zod";
+import { and, desc, eq } from "drizzle-orm";
+import { ddTargets } from "@dealdesk/db";
+import { targetStatusValues } from "../target-service.js";
+export const listTargetsQuerySchema = z.object({
+    thesisId: z.string().uuid(),
+    status: z.enum(targetStatusValues).optional(),
+    limit: z.coerce.number().int().min(1).max(100).default(50),
+});
+export function listTargetsHandler(db) {
+    return async (req, res) => {
+        const companyId = req.params.companyId;
+        if (!companyId) {
+            res.status(400).json({ ok: false, reason: "Missing companyId in path" });
+            return;
+        }
+        const parseResult = listTargetsQuerySchema.safeParse(req.query);
+        if (!parseResult.success) {
+            res.status(400).json({
+                ok: false,
+                reason: "Invalid query",
+                details: parseResult.error.flatten(),
+            });
+            return;
+        }
+        const { thesisId, status, limit } = parseResult.data;
+        const whereExpr = status
+            ? and(eq(ddTargets.dealDeskCompanyId, companyId), eq(ddTargets.thesisId, thesisId), eq(ddTargets.status, status))
+            : and(eq(ddTargets.dealDeskCompanyId, companyId), eq(ddTargets.thesisId, thesisId));
+        const rows = await db
+            .select({
+            id: ddTargets.id,
+            companyName: ddTargets.companyName,
+            website: ddTargets.website,
+            sector: ddTargets.sector,
+            fitScore: ddTargets.fitScore,
+            fitRationale: ddTargets.fitRationale,
+            status: ddTargets.status,
+            hqState: ddTargets.hqState,
+            notes: ddTargets.notes,
+            statusChangedAt: ddTargets.statusChangedAt,
+            createdAt: ddTargets.createdAt,
+        })
+            .from(ddTargets)
+            .where(whereExpr)
+            .orderBy(desc(ddTargets.fitScore))
+            .limit(limit);
+        res.json({
+            count: rows.length,
+            targets: rows.map((t) => ({
+                id: t.id,
+                name: t.companyName,
+                website: t.website,
+                sector: t.sector,
+                fitScore: t.fitScore,
+                fitRationale: t.fitRationale,
+                status: t.status,
+                state: t.hqState,
+                notes: t.notes,
+                statusChangedAt: t.statusChangedAt,
+                sourcedAt: t.createdAt,
+            })),
+        });
+    };
+}
+export function listTargetsRouter(db) {
+    const router = Router({ mergeParams: true });
+    router.get("/", listTargetsHandler(db));
+    return router;
+}
+//# sourceMappingURL=list-targets.js.map

package/dist/deal-desk/tools/list-targets.js.map

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package/dist/deal-desk/tools/outreach-approve.d.ts

@@ -0,0 +1,18 @@
+import type { Request, Response } from "express";
+import type { Db } from "@dealdesk/db";
+import type { GmailClientConfig } from "../gmail/client-config.js";
+import { sendGmail as sendGmailReal } from "../gmail/send.js";
+import { loadGmailTokens as loadTokensReal, ensureFreshAccessToken as ensureFreshReal } from "../gmail/tokens.js";
+export interface ApproveDeps {
+    db: Db;
+    loadClientConfig: (companyId: string) => Promise<GmailClientConfig | null>;
+    loadApolloKey?: (companyId: string) => Promise<string | null>;
+    sendGmail?: typeof sendGmailReal;
+    loadGmailTokens?: typeof loadTokensReal;
+    ensureFreshAccessToken?: typeof ensureFreshReal;
+}
+export declare function outreachApproveHandler(deps: ApproveDeps): (req: Request, res: Response) => Promise<void>;
+export declare function outreachRejectHandler(deps: {
+    db: Db;
+}): (req: Request, res: Response) => Promise<void>;
+//# sourceMappingURL=outreach-approve.d.ts.map

package/dist/deal-desk/tools/outreach-approve.d.ts.map

@@ -0,0 +1 @@
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package/dist/deal-desk/tools/outreach-approve.js

@@ -0,0 +1,229 @@
+import { and, eq } from "drizzle-orm";
+import { ddOutreachSends, ddContacts, ddEmailAccounts, ddIntermediaries } from "@dealdesk/db";
+import { isUuidLike } from "@dealdesk/shared";
+import { sendGmail as sendGmailReal } from "../gmail/send.js";
+import { loadGmailTokens as loadTokensReal, ensureFreshAccessToken as ensureFreshReal, } from "../gmail/tokens.js";
+import { secretService } from "../../services/secrets.js";
+import { contactNeedsApolloEnrichment, ensureContactEmailFromApollo, loadContactForEnrichment, } from "../enrichment/resolve-contact-email.js";
+function httpStatusForEnrichCode(code) {
+    switch (code) {
+        case "apollo_plan_blocked":
+        case "apollo_credits_exhausted":
+        case "missing_contact_fields":
+        case "no_email_found":
+            return 422;
+        case "contact_not_found":
+            return 404;
+        case "apollo_not_configured":
+            return 412;
+        default:
+            return 502;
+    }
+}
+export function outreachApproveHandler(deps) {
+    const sendGmail = deps.sendGmail ?? sendGmailReal;
+    const loadGmailTokens = deps.loadGmailTokens ?? loadTokensReal;
+    const ensureFreshAccessToken = deps.ensureFreshAccessToken ?? ensureFreshReal;
+    return async (req, res) => {
+        const sendId = req.params.id;
+        if (req.actor.type !== "board") {
+            res.status(403).json({ ok: false, reason: "Only human users can approve outreach sends" });
+            return;
+        }
+        const send = await deps.db.query.ddOutreachSends.findFirst({
+            where: and(eq(ddOutreachSends.id, sendId), eq(ddOutreachSends.dealDeskCompanyId, req.params.companyId)),
+        });
+        if (!send) {
+            res.status(404).json({ ok: false, reason: "Send not found" });
+            return;
+        }
+        const clientConfig = await deps.loadClientConfig(send.dealDeskCompanyId);
+        if (!clientConfig) {
+            res.status(412).json({
+                ok: false,
+                reason: "Gmail OAuth client not configured for this company",
+            });
+            return;
+        }
+        if (send.status !== "awaiting_approval") {
+            res.status(409).json({
+                ok: false,
+                reason: `Send status is ${send.status}, not awaiting_approval`,
+            });
+            return;
+        }
+        if (send.intermediaryId) {
+            const intermediary = await deps.db.query.ddIntermediaries.findFirst({
+                where: eq(ddIntermediaries.id, send.intermediaryId),
+            });
+            if (!intermediary?.email?.trim()) {
+                res.status(400).json({ ok: false, reason: "Intermediary has no email" });
+                return;
+            }
+            const account = await deps.db.query.ddEmailAccounts.findFirst({
+                where: eq(ddEmailAccounts.dealDeskCompanyId, send.dealDeskCompanyId),
+            });
+            if (!account) {
+                res.status(400).json({ ok: false, reason: "No connected Gmail account" });
+                return;
+            }
+            const realSvc = secretService(deps.db);
+            const store = {
+                store: async () => {
+                    throw new Error("store() should not be called from approve flow");
+                },
+                loadLatest: async ({ companyId, secretId }) => {
+                    return await realSvc.resolveSecretValue(companyId, secretId, "latest");
+                },
+            };
+            const stored = await loadGmailTokens({ companyId: send.dealDeskCompanyId, secretId: account.secretId }, { store });
+            const fresh = await ensureFreshAccessToken({
+                tokens: stored,
+                clientId: clientConfig.clientId,
+                clientSecret: clientConfig.clientSecret,
+            });
+            const result = await sendGmail({
+                accessToken: fresh.accessToken,
+                from: account.emailAddress,
+                to: intermediary.email,
+                subject: send.subject,
+                body: send.body,
+            }, {});
+            const approvedByUserId = req.actor.type === "board" && req.actor.userId && isUuidLike(req.actor.userId)
+                ? req.actor.userId
+                : null;
+            await deps.db
+                .update(ddOutreachSends)
+                .set({
+                status: "sent",
+                sentAt: new Date(),
+                externalMessageId: result.messageId,
+                approvedByUserId,
+                approvedAt: new Date(),
+            })
+                .where(eq(ddOutreachSends.id, sendId));
+            res.status(200).json({
+                messageId: result.messageId,
+                threadId: result.threadId,
+                recipientEmail: intermediary.email,
+            });
+            return;
+        }
+        if (!send.contactId) {
+            res.status(400).json({ ok: false, reason: "Send has no contact" });
+            return;
+        }
+        const loadApolloKey = deps.loadApolloKey ??
+            (async () => {
+                return null;
+            });
+        const contactBefore = await loadContactForEnrichment(deps.db, {
+            companyId: send.dealDeskCompanyId,
+            contactId: send.contactId,
+        });
+        if (!contactBefore) {
+            res.status(404).json({ ok: false, reason: "Contact not found" });
+            return;
+        }
+        const apolloKey = await loadApolloKey(send.dealDeskCompanyId);
+        let recipientEmail = contactBefore.email;
+        if (apolloKey && contactNeedsApolloEnrichment(contactBefore)) {
+            const enriched = await ensureContactEmailFromApollo({
+                db: deps.db,
+                companyId: send.dealDeskCompanyId,
+                contactId: send.contactId,
+                loadApolloKey,
+                enrichedByAgentId: null,
+            });
+            if (!enriched.ok) {
+                res.status(httpStatusForEnrichCode(enriched.code)).json({
+                    ok: false,
+                    reason: enriched.reason,
+                    code: enriched.code,
+                });
+                return;
+            }
+            recipientEmail = enriched.email;
+        }
+        else if (!recipientEmail) {
+            res.status(400).json({ ok: false, reason: "Contact has no email" });
+            return;
+        }
+        const contact = await deps.db.query.ddContacts.findFirst({
+            where: eq(ddContacts.id, send.contactId),
+        });
+        if (!contact?.email) {
+            res.status(400).json({ ok: false, reason: "Contact has no email" });
+            return;
+        }
+        const account = await deps.db.query.ddEmailAccounts.findFirst({
+            where: eq(ddEmailAccounts.dealDeskCompanyId, send.dealDeskCompanyId),
+        });
+        if (!account) {
+            res.status(400).json({ ok: false, reason: "No connected Gmail account" });
+            return;
+        }
+        const realSvc = secretService(deps.db);
+        const store = {
+            store: async () => {
+                throw new Error("store() should not be called from approve flow");
+            },
+            loadLatest: async ({ companyId, secretId }) => {
+                return await realSvc.resolveSecretValue(companyId, secretId, "latest");
+            },
+        };
+        const stored = await loadGmailTokens({ companyId: send.dealDeskCompanyId, secretId: account.secretId }, { store });
+        const fresh = await ensureFreshAccessToken({
+            tokens: stored,
+            clientId: clientConfig.clientId,
+            clientSecret: clientConfig.clientSecret,
+        });
+        const result = await sendGmail({
+            accessToken: fresh.accessToken,
+            from: account.emailAddress,
+            to: recipientEmail ?? contact.email,
+            subject: send.subject,
+            body: send.body,
+        }, {});
+        const approvedByUserId = req.actor.type === "board" && req.actor.userId && isUuidLike(req.actor.userId)
+            ? req.actor.userId
+            : null;
+        await deps.db
+            .update(ddOutreachSends)
+            .set({
+            status: "sent",
+            sentAt: new Date(),
+            externalMessageId: result.messageId,
+            approvedByUserId,
+            approvedAt: new Date(),
+        })
+            .where(eq(ddOutreachSends.id, sendId));
+        res.status(200).json({
+            messageId: result.messageId,
+            threadId: result.threadId,
+            recipientEmail: recipientEmail ?? contact.email,
+        });
+    };
+}
+export function outreachRejectHandler(deps) {
+    return async (req, res) => {
+        const sendId = req.params.id;
+        const send = await deps.db.query.ddOutreachSends.findFirst({
+            where: and(eq(ddOutreachSends.id, sendId), eq(ddOutreachSends.dealDeskCompanyId, req.params.companyId)),
+        });
+        if (!send) {
+            res.status(404).json({ ok: false });
+            return;
+        }
+        if (send.status !== "awaiting_approval") {
+            res.status(409).json({ ok: false, reason: `Send status is ${send.status}` });
+            return;
+        }
+        await deps.db
+            .update(ddOutreachSends)
+            .set({ status: "failed" })
+            .where(eq(ddOutreachSends.id, sendId));
+        res.status(200).json({ ok: true });
+    };
+}
+//# sourceMappingURL=outreach-approve.js.map

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package/dist/deal-desk/tools/outreach-draft.d.ts

@@ -0,0 +1,32 @@
+import { z } from "zod";
+import type { Request, Response } from "express";
+import type { Db } from "@dealdesk/db";
+export declare const outreachDraftInputSchema: z.ZodObject<{
+    campaignId: z.ZodString;
+    targetId: z.ZodString;
+    contactId: z.ZodString;
+    subject: z.ZodString;
+    body: z.ZodString;
+    cadenceStep: z.ZodDefault<z.ZodNumber>;
+}, "strip", z.ZodTypeAny, {
+    body: string;
+    targetId: string;
+    campaignId: string;
+    contactId: string;
+    cadenceStep: number;
+    subject: string;
+}, {
+    body: string;
+    targetId: string;
+    campaignId: string;
+    contactId: string;
+    subject: string;
+    cadenceStep?: number | undefined;
+}>;
+export type OutreachDraftInput = z.infer<typeof outreachDraftInputSchema>;
+export interface OutreachDraftDeps {
+    db: Db;
+    loadApolloKey?: (companyId: string) => Promise<string | null>;
+}
+export declare function outreachDraftHandler(deps: OutreachDraftDeps): (req: Request, res: Response) => Promise<void>;
+//# sourceMappingURL=outreach-draft.d.ts.map

package/dist/deal-desk/tools/outreach-draft.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"outreach-draft.d.ts","sourceRoot":"","sources":["../../../src/deal-desk/tools/outreach-draft.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,KAAK,EAAE,OAAO,EAAE,QAAQ,EAAE,MAAM,SAAS,CAAC;AAEjD,OAAO,KAAK,EAAE,EAAE,EAAE,MAAM,cAAc,CAAC;AAOvC,eAAO,MAAM,wBAAwB;;;;;;;;;;;;;;;;;;;;;EAOnC,CAAC;AAEH,MAAM,MAAM,kBAAkB,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,wBAAwB,CAAC,CAAC;AAE1E,MAAM,WAAW,iBAAiB;IAChC,EAAE,EAAE,EAAE,CAAC;IACP,aAAa,CAAC,EAAE,CAAC,SAAS,EAAE,MAAM,KAAK,OAAO,CAAC,MAAM,GAAG,IAAI,CAAC,CAAC;CAC/D;AAkBD,wBAAgB,oBAAoB,CAAC,IAAI,EAAE,iBAAiB,IAC5C,KAAK,OAAO,EAAE,KAAK,QAAQ,mBA2E1C"}

package/dist/deal-desk/tools/outreach-draft.js

@@ -0,0 +1,101 @@
+// DEAL DESK: Tool handler — enqueue an outreach email draft for partner approval
+import { z } from "zod";
+import { and, eq } from "drizzle-orm";
+import { ddContacts, ddOutreachSends } from "@dealdesk/db";
+import { ensureContactEmailFromApollo, loadContactForEnrichment, } from "../enrichment/resolve-contact-email.js";
+export const outreachDraftInputSchema = z.object({
+    campaignId: z.string().uuid(),
+    targetId: z.string().uuid(),
+    contactId: z.string().uuid(),
+    subject: z.string().min(1).max(500),
+    body: z.string().min(1),
+    cadenceStep: z.number().int().min(0).default(0),
+});
+function httpStatusForEnrichCode(code) {
+    switch (code) {
+        case "apollo_plan_blocked":
+        case "apollo_credits_exhausted":
+        case "missing_contact_fields":
+        case "no_email_found":
+            return 422;
+        case "contact_not_found":
+            return 404;
+        case "apollo_not_configured":
+            return 412;
+        default:
+            return 502;
+    }
+}
+export function outreachDraftHandler(deps) {
+    return async (req, res) => {
+        const parsed = outreachDraftInputSchema.safeParse(req.body);
+        if (!parsed.success) {
+            res.status(400).json({ ok: false, reason: "Invalid input", details: parsed.error.flatten() });
+            return;
+        }
+        const companyId = req.params.companyId;
+        if (!companyId) {
+            res.status(400).json({ ok: false, reason: "companyId required" });
+            return;
+        }
+        const { campaignId, targetId, contactId, subject, body, cadenceStep } = parsed.data;
+        const contact = await loadContactForEnrichment(deps.db, { companyId, contactId });
+        if (!contact) {
+            res.status(404).json({ ok: false, reason: "Contact not found" });
+            return;
+        }
+        const contactTarget = await deps.db.query.ddContacts.findFirst({
+            where: and(eq(ddContacts.id, contactId), eq(ddContacts.targetId, targetId)),
+        });
+        if (!contactTarget) {
+            res.status(422).json({
+                ok: false,
+                reason: "contactId does not belong to the provided targetId",
+            });
+            return;
+        }
+        const loadApolloKey = deps.loadApolloKey ?? (async () => null);
+        const apolloKey = await loadApolloKey(companyId);
+        if (apolloKey) {
+            const enriched = await ensureContactEmailFromApollo({
+                db: deps.db,
+                companyId,
+                contactId,
+                loadApolloKey,
+                enrichedByAgentId: req.agentId ?? null,
+            });
+            if (!enriched.ok) {
+                res.status(httpStatusForEnrichCode(enriched.code)).json({
+                    ok: false,
+                    reason: enriched.reason,
+                    code: enriched.code,
+                });
+                return;
+            }
+        }
+        else if (!contact.email) {
+            res.status(412).json({
+                ok: false,
+                reason: "Contact has no email and Apollo is not configured. Visit /deal-desk/email-accounts to add an Apollo API key.",
+                code: "apollo_not_configured",
+            });
+            return;
+        }
+        const [row] = await deps.db
+            .insert(ddOutreachSends)
+            .values({
+            dealDeskCompanyId: companyId,
+            campaignId,
+            targetId,
+            contactId,
+            subject,
+            body,
+            cadenceStep,
+            status: "awaiting_approval",
+            draftedByAgentId: req.agentId ?? null,
+        })
+            .returning({ id: ddOutreachSends.id });
+        res.status(201).json({ id: row.id });
+    };
+}
+//# sourceMappingURL=outreach-draft.js.map

package/dist/deal-desk/tools/outreach-draft.js.map

@@ -0,0 +1 @@
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package/dist/deal-desk/tools/outreach-edit.d.ts

@@ -0,0 +1,6 @@
+import type { RequestHandler } from "express";
+import type { Db } from "@dealdesk/db";
+export declare function outreachEditHandler(deps: {
+    db: Db;
+}): RequestHandler;
+//# sourceMappingURL=outreach-edit.d.ts.map

package/dist/deal-desk/tools/outreach-edit.d.ts.map

@@ -0,0 +1 @@
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