@elevasis/core 0.12.0 → 0.13.0

package/src/business/acquisition/derive-actions.ts

@@ -0,0 +1,90 @@
+import type { AcqDealRow } from './types'
+
+export interface Action {
+  key: string
+  label: string
+  kind: 'transition' | 'edit' | 'modal'
+  payload?: Record<string, unknown>
+}
+
+// Stage order inlined from DEFAULT_ORGANIZATION_MODEL_SALES (single caller).
+// Update here if the default pipeline changes.
+const STAGE_ORDER = ['interested', 'proposal', 'closing', 'closed_won', 'closed_lost', 'nurturing'] as const
+
+type DefaultStageKey = (typeof STAGE_ORDER)[number]
+
+function isDefaultStage(key: string | null | undefined): key is DefaultStageKey {
+  return STAGE_ORDER.includes(key as DefaultStageKey)
+}
+
+function transitionAction(stageKey: DefaultStageKey): Action {
+  const labels: Record<DefaultStageKey, string> = {
+    interested: 'Move to Interested',
+    proposal: 'Move to Proposal',
+    closing: 'Move to Closing',
+    closed_won: 'Close Won',
+    closed_lost: 'Close Lost',
+    nurturing: 'Move to Nurturing'
+  }
+  return {
+    key: `move_to_${stageKey}`,
+    label: labels[stageKey],
+    kind: 'transition',
+    payload: { stageKey }
+  }
+}
+
+function interestedActions(stateKey: string | null | undefined): Action[] {
+  const base: Action[] = [transitionAction('proposal'), transitionAction('closed_lost'), transitionAction('nurturing')]
+
+  if (stateKey === 'discovery_replied') {
+    return [...base, { key: 'send_link', label: 'Send Booking Link', kind: 'modal' }]
+  }
+
+  if (stateKey === 'discovery_link_sent') {
+    return [...base, { key: 'send_nudge', label: 'Send Nudge', kind: 'modal' }]
+  }
+
+  if (stateKey === 'discovery_nudging') {
+    return [
+      ...base,
+      { key: 'send_nudge', label: 'Send Nudge', kind: 'modal' },
+      { key: 'mark_no_show', label: 'Mark No-Show', kind: 'transition' }
+    ]
+  }
+
+  if (stateKey === 'discovery_booking_cancelled') {
+    return [...base, { key: 'rebook', label: 'Rebook', kind: 'modal' }]
+  }
+
+  return base
+}
+
+function proposalActions(): Action[] {
+  return [transitionAction('closing'), transitionAction('closed_lost'), transitionAction('nurturing')]
+}
+
+function closingActions(): Action[] {
+  return [transitionAction('closed_won'), transitionAction('closed_lost'), transitionAction('nurturing')]
+}
+
+export function deriveActions(deal: AcqDealRow): Action[] {
+  const stage = deal.stage_key
+
+  if (!isDefaultStage(stage)) {
+    return []
+  }
+
+  switch (stage) {
+    case 'interested':
+      return interestedActions(deal.state_key)
+    case 'proposal':
+      return proposalActions()
+    case 'closing':
+      return closingActions()
+    case 'closed_won':
+    case 'closed_lost':
+    case 'nurturing':
+      return []
+  }
+}

package/src/business/acquisition/index.ts

@@ -1,109 +1,111 @@
-export * from './types'
-// Export api-schemas selectively to avoid re-exporting names already defined in types.ts
-// (DealStage, AcqDealTaskKind are declared as union types there; api-schemas re-infers them from Zod)
-export {
-  AcqCompanyStatusSchema,
-  AcqContactStatusSchema,
-  AcqEmailValidSchema,
-  CompanyIdParamsSchema,
-  ContactIdParamsSchema,
-  ListCompaniesQuerySchema,
-  ListContactsQuerySchema,
-  CreateCompanyRequestSchema,
-  UpdateCompanyRequestSchema,
-  CreateContactRequestSchema,
-  UpdateContactRequestSchema,
-  AcqCompanyResponseSchema,
-  AcqCompanyListResponseSchema,
-  AcqContactResponseSchema,
-  AcqContactListResponseSchema,
-  AcqCompanySchemas,
-  AcqContactSchemas,
-  DealStageSchema,
-  AcqDealTaskKindSchema,
-  DealIdParamsSchema,
-  DealTaskIdParamsSchema,
-  ListDealsQuerySchema,
-  ListDealTasksDueQuerySchema,
-  CreateDealNoteRequestSchema,
-  CreateDealTaskRequestSchema,
-  SyncDealStageRequestSchema,
-  DealContactSummarySchema,
-  DealListItemSchema,
-  DealListResponseSchema,
-  DealDetailResponseSchema,
-  DealNoteResponseSchema,
-  DealNoteListResponseSchema,
-  DealTaskResponseSchema,
-  DealTaskListResponseSchema,
-  DealSchemas,
-  ListQualificationSchema,
-  ListEnrichmentSchema,
-  ListPersonalizationSchema,
-  PipelineStepSchema,
-  ListPipelineSchema,
-  ListConfigSchema,
-  ListStageCountsSchema,
-  ListTelemetrySchema,
-  ListIdParamsSchema,
-  CreateListRequestSchema,
-  UpdateListRequestSchema,
-  UpdateListConfigRequestSchema,
-  AddCompaniesToListRequestSchema,
-  RemoveCompaniesFromListRequestSchema,
-  AddContactsToListRequestSchema,
-  RecordListExecutionRequestSchema,
-  AcqListResponseSchema,
-  AcqListListResponseSchema,
-  ListTelemetryResponseSchema,
-  ListTelemetryListResponseSchema,
-  ListExecutionSummarySchema,
-  ListExecutionsResponseSchema,
-  AcqListSchemas,
-  type CompanyIdParams,
-  type ContactIdParams,
-  type ListCompaniesQuery,
-  type ListContactsQuery,
-  type CreateCompanyRequest,
-  type UpdateCompanyRequest,
-  type CreateContactRequest,
-  type UpdateContactRequest,
-  type AcqCompanyResponse,
-  type AcqCompanyListResponse,
-  type AcqContactResponse,
-  type AcqContactListResponse,
-  type AcqCompanyStatus,
-  type AcqContactStatus,
-  type AcqEmailValid,
-  type DealIdParams,
-  type DealTaskIdParams,
-  type ListDealsQuery,
-  type ListDealTasksDueQuery,
-  type CreateDealNoteRequest,
-  type CreateDealTaskRequest,
-  type SyncDealStageRequest,
-  type DealListResponse,
-  type DealDetailResponse,
-  type DealNoteResponse,
-  type DealNoteListResponse,
-  type DealTaskResponse,
-  type DealTaskListResponse,
-  type ListConfigInput,
-  type ListStageCountsInput,
-  type ListTelemetryInput,
-  type PipelineStepInput,
-  type ListIdParams,
-  type CreateListRequest,
-  type UpdateListRequest,
-  type UpdateListConfigRequest,
-  type AddCompaniesToListRequest,
-  type RemoveCompaniesFromListRequest,
-  type AddContactsToListRequest,
-  type RecordListExecutionRequest,
-  type AcqListResponse,
-  type AcqListListResponse,
-  type ListTelemetryResponse,
-  type ListTelemetryListResponse,
-  type ListExecutionSummaryInput,
-  type ListExecutionsResponse
-} from './api-schemas'
+export * from './types'
+export * from './activity-events'
+export * from './derive-actions'
+// Export api-schemas selectively to avoid re-exporting names already defined in types.ts
+// (DealStage, AcqDealTaskKind are declared as union types there; api-schemas re-infers them from Zod)
+export {
+  AcqCompanyStatusSchema,
+  AcqContactStatusSchema,
+  AcqEmailValidSchema,
+  CompanyIdParamsSchema,
+  ContactIdParamsSchema,
+  ListCompaniesQuerySchema,
+  ListContactsQuerySchema,
+  CreateCompanyRequestSchema,
+  UpdateCompanyRequestSchema,
+  CreateContactRequestSchema,
+  UpdateContactRequestSchema,
+  AcqCompanyResponseSchema,
+  AcqCompanyListResponseSchema,
+  AcqContactResponseSchema,
+  AcqContactListResponseSchema,
+  AcqCompanySchemas,
+  AcqContactSchemas,
+  DealStageSchema,
+  AcqDealTaskKindSchema,
+  DealIdParamsSchema,
+  DealTaskIdParamsSchema,
+  ListDealsQuerySchema,
+  ListDealTasksDueQuerySchema,
+  CreateDealNoteRequestSchema,
+  CreateDealTaskRequestSchema,
+  TransitionItemRequestSchema,
+  DealContactSummarySchema,
+  DealListItemSchema,
+  DealListResponseSchema,
+  DealDetailResponseSchema,
+  DealNoteResponseSchema,
+  DealNoteListResponseSchema,
+  DealTaskResponseSchema,
+  DealTaskListResponseSchema,
+  DealSchemas,
+  ListQualificationSchema,
+  ListEnrichmentSchema,
+  ListPersonalizationSchema,
+  PipelineStepSchema,
+  ListPipelineSchema,
+  ListConfigSchema,
+  ListStageCountsSchema,
+  ListTelemetrySchema,
+  ListIdParamsSchema,
+  CreateListRequestSchema,
+  UpdateListRequestSchema,
+  UpdateListConfigRequestSchema,
+  AddCompaniesToListRequestSchema,
+  RemoveCompaniesFromListRequestSchema,
+  AddContactsToListRequestSchema,
+  RecordListExecutionRequestSchema,
+  AcqListResponseSchema,
+  AcqListListResponseSchema,
+  ListTelemetryResponseSchema,
+  ListTelemetryListResponseSchema,
+  ListExecutionSummarySchema,
+  ListExecutionsResponseSchema,
+  AcqListSchemas,
+  type CompanyIdParams,
+  type ContactIdParams,
+  type ListCompaniesQuery,
+  type ListContactsQuery,
+  type CreateCompanyRequest,
+  type UpdateCompanyRequest,
+  type CreateContactRequest,
+  type UpdateContactRequest,
+  type AcqCompanyResponse,
+  type AcqCompanyListResponse,
+  type AcqContactResponse,
+  type AcqContactListResponse,
+  type AcqCompanyStatus,
+  type AcqContactStatus,
+  type AcqEmailValid,
+  type DealIdParams,
+  type DealTaskIdParams,
+  type ListDealsQuery,
+  type ListDealTasksDueQuery,
+  type CreateDealNoteRequest,
+  type CreateDealTaskRequest,
+  type TransitionItemRequest,
+  type DealListResponse,
+  type DealDetailResponse,
+  type DealNoteResponse,
+  type DealNoteListResponse,
+  type DealTaskResponse,
+  type DealTaskListResponse,
+  type ListConfigInput,
+  type ListStageCountsInput,
+  type ListTelemetryInput,
+  type PipelineStepInput,
+  type ListIdParams,
+  type CreateListRequest,
+  type UpdateListRequest,
+  type UpdateListConfigRequest,
+  type AddCompaniesToListRequest,
+  type RemoveCompaniesFromListRequest,
+  type AddContactsToListRequest,
+  type RecordListExecutionRequest,
+  type AcqListResponse,
+  type AcqListListResponse,
+  type ListTelemetryResponse,
+  type ListTelemetryListResponse,
+  type ListExecutionSummaryInput,
+  type ListExecutionsResponse
+} from './api-schemas'