@elevasis/core 0.12.0 → 0.14.0

package/src/execution/engine/tools/platform/acquisition/types.ts

@@ -1,260 +1,266 @@
-import { z } from 'zod'
-
-// ============================================
-// LIST SCHEMAS
-// ============================================
-
-export const CreateListInputSchema = z.object({
-  name: z.string().min(1),
-  description: z.string().optional()
-})
-
-export const UpdateListInputSchema = z.object({
-  id: z.string().uuid(),
-  name: z.string().min(1).optional(),
-  description: z.string().optional()
-})
-
-export const DeleteListInputSchema = z.object({
-  id: z.string().uuid()
-})
-
-export const ListOutputSchema = z.object({
-  id: z.string().uuid(),
-  organizationId: z.string().uuid(),
-  name: z.string(),
-  description: z.string().nullable(),
-  createdAt: z.string() // ISO date string
-})
-
-export const ListArrayOutputSchema = z.array(ListOutputSchema)
-
-// ============================================
-// COMPANY SCHEMAS
-// ============================================
-
-export const CreateCompanyInputSchema = z.object({
-  name: z.string().min(1),
-  domain: z.string().optional(),
-  linkedinUrl: z.string().url().optional(),
-  website: z.string().url().optional(),
-  numEmployees: z.number().int().positive().optional(),
-  foundedYear: z.number().int().min(1800).max(2100).optional(),
-  locationCity: z.string().optional(),
-  locationState: z.string().optional(),
-  source: z.string().optional(),
-  batchId: z.string().optional()
-})
-
-export const UpdateCompanyInputSchema = z.object({
-  id: z.string().uuid(),
-  name: z.string().min(1).optional(),
-  domain: z.string().optional(),
-  linkedinUrl: z.string().url().optional(),
-  website: z.string().url().optional(),
-  numEmployees: z.number().int().positive().optional(),
-  foundedYear: z.number().int().min(1800).max(2100).optional(),
-  locationCity: z.string().optional(),
-  locationState: z.string().optional(),
-  category: z.string().optional(),
-  segment: z.string().optional(),
-  pipelineStatus: z.record(z.string(), z.unknown()).optional(),
-  enrichmentData: z.record(z.string(), z.unknown()).optional(),
-  source: z.string().optional(),
-  batchId: z.string().optional()
-})
-
-export const UpsertCompanyInputSchema = CreateCompanyInputSchema.extend({
-  domain: z.string().min(1) // Domain required for upsert (unique key)
-})
-
-export const GetCompanyInputSchema = z.object({
-  id: z.string().uuid()
-})
-
-export const ListCompaniesInputSchema = z.object({
-  segment: z.string().optional(),
-  category: z.string().optional(),
-  domain: z.string().optional().describe('Exact domain match filter'),
-  website: z.string().optional().describe('Exact website match filter'),
-  pipelineStatus: z.record(z.string(), z.unknown()).optional().describe('JSONB containment filter for pipeline_status'),
-  batchId: z.string().optional(),
-  status: z
-    .enum(['active', 'invalid'])
-    .optional()
-    .describe('Filter by company status. Defaults to active if not set and includeAll is false'),
-  includeAll: z
-    .boolean()
-    .optional()
-    .describe('Bypass default active-only filter to return all companies regardless of status'),
-  excludeColumns: z
-    .array(z.enum(['enrichmentData', 'pipelineStatus']))
-    .optional()
-    .describe('Exclude large JSONB columns from the response to reduce query size')
-})
-
-export const DeleteCompanyInputSchema = z.object({
-  id: z.string().uuid()
-})
-
-export const CompanyOutputSchema = z.object({
-  id: z.string().uuid(),
-  organizationId: z.string().uuid(),
-  name: z.string(),
-  domain: z.string().nullable(),
-  linkedinUrl: z.string().nullable(),
-  website: z.string().nullable(),
-  numEmployees: z.number().nullable(),
-  foundedYear: z.number().nullable(),
-  locationCity: z.string().nullable(),
-  locationState: z.string().nullable(),
-  category: z.string().nullable(),
-  segment: z.string().nullable(),
-  pipelineStatus: z.record(z.string(), z.unknown()).nullable(),
-  enrichmentData: z.record(z.string(), z.unknown()).nullable(),
-  source: z.string().nullable(),
-  batchId: z.string().nullable().optional(),
-  status: z.enum(['active', 'invalid']),
-  createdAt: z.string(),
-  updatedAt: z.string()
-})
-
-export const CompanyArrayOutputSchema = z.array(CompanyOutputSchema)
-
-// ============================================
-// CONTACT SCHEMAS
-// ============================================
-
-export const CreateContactInputSchema = z.object({
-  email: z.string().email(),
-  companyId: z.string().uuid().optional(),
-  firstName: z.string().optional(),
-  lastName: z.string().optional(),
-  linkedinUrl: z.string().url().optional(),
-  title: z.string().optional(),
-  source: z.string().optional(),
-  sourceId: z.string().optional(),
-  batchId: z.string().optional()
-})
-
-export const UpdateContactInputSchema = z.object({
-  id: z.string().uuid(),
-  companyId: z.string().uuid().optional(),
-  emailValid: z.enum(['VALID', 'INVALID', 'RISKY', 'UNKNOWN']).optional(),
-  firstName: z.string().optional(),
-  lastName: z.string().optional(),
-  linkedinUrl: z.string().url().optional(),
-  title: z.string().optional(),
-  headline: z.string().optional(),
-  filterReason: z.string().optional(),
-  openingLine: z.string().optional(),
-  pipelineStatus: z.record(z.string(), z.unknown()).optional(),
-  enrichmentData: z.record(z.string(), z.unknown()).optional(),
-  status: z.enum(['active', 'invalid']).optional()
-})
-
-export const UpsertContactInputSchema = CreateContactInputSchema
-
-export const GetContactInputSchema = z.object({
-  id: z.string().uuid()
-})
-
-export const ListContactsInputSchema = z.object({
-  openingLineIsNull: z.boolean().optional(), // Filter to contacts without personalization
-  batchId: z.string().optional(),
-  contactStatus: z.enum(['active', 'invalid']).optional().describe('Filter by contact status (soft-delete flag)'),
-  limit: z.number().int().min(1).max(1000).default(100),
-  offset: z.number().int().min(0).default(0)
-})
-
-export const DeleteContactInputSchema = z.object({
-  id: z.string().uuid()
-})
-
-export const DeactivateContactsByCompanyInputSchema = z.object({
-  companyId: z.string().uuid()
-})
-
-export const DeactivateContactsByCompanyResultSchema = z.object({
-  deactivated: z.number()
-})
-
-export const BulkImportInputSchema = z.object({
-  contacts: z.array(CreateContactInputSchema)
-})
-
-export const ContactOutputSchema = z.object({
-  id: z.string().uuid(),
-  organizationId: z.string().uuid(),
-  companyId: z.string().uuid().nullable(),
-  email: z.string(),
-  emailValid: z.enum(['VALID', 'INVALID', 'RISKY', 'UNKNOWN']).nullable(),
-  firstName: z.string().nullable(),
-  lastName: z.string().nullable(),
-  linkedinUrl: z.string().nullable(),
-  title: z.string().nullable(),
-  headline: z.string().nullable(),
-  filterReason: z.string().nullable(),
-  openingLine: z.string().nullable(),
-  source: z.string().nullable(),
-  sourceId: z.string().nullable(),
-  pipelineStatus: z.record(z.string(), z.unknown()).nullable(),
-  enrichmentData: z.record(z.string(), z.unknown()).nullable(),
-  batchId: z.string().nullable().optional(),
-  status: z.enum(['active', 'invalid']),
-  createdAt: z.string(),
-  updatedAt: z.string()
-})
-
-export const PaginatedContactsOutputSchema = z.object({
-  data: z.array(ContactOutputSchema),
-  total: z.number(),
-  limit: z.number(),
-  offset: z.number()
-})
-
-export const BulkImportResultSchema = z.object({
-  created: z.number(),
-  updated: z.number(),
-  errors: z.array(
-    z.object({
-      email: z.string(),
-      error: z.string()
-    })
-  )
-})
-
-export const DeleteResultSchema = z.object({
-  success: z.boolean()
-})
-
-// ============================================
-// INFERRED TYPES
-// ============================================
-
-export type CreateListInput = z.infer<typeof CreateListInputSchema>
-export type UpdateListInput = z.infer<typeof UpdateListInputSchema>
-export type DeleteListInput = z.infer<typeof DeleteListInputSchema>
-export type ListOutput = z.infer<typeof ListOutputSchema>
-
-export type CreateCompanyInput = z.infer<typeof CreateCompanyInputSchema>
-export type UpdateCompanyInput = z.infer<typeof UpdateCompanyInputSchema>
-export type UpsertCompanyInput = z.infer<typeof UpsertCompanyInputSchema>
-export type GetCompanyInput = z.infer<typeof GetCompanyInputSchema>
-export type ListCompaniesInput = z.infer<typeof ListCompaniesInputSchema>
-export type DeleteCompanyInput = z.infer<typeof DeleteCompanyInputSchema>
-export type CompanyOutput = z.infer<typeof CompanyOutputSchema>
-
-export type CreateContactInput = z.infer<typeof CreateContactInputSchema>
-export type UpdateContactInput = z.infer<typeof UpdateContactInputSchema>
-export type UpsertContactInput = z.infer<typeof UpsertContactInputSchema>
-export type GetContactInput = z.infer<typeof GetContactInputSchema>
-export type ListContactsInput = z.infer<typeof ListContactsInputSchema>
-export type DeleteContactInput = z.infer<typeof DeleteContactInputSchema>
-export type BulkImportInput = z.infer<typeof BulkImportInputSchema>
-export type ContactOutput = z.infer<typeof ContactOutputSchema>
-export type PaginatedContactsOutput = z.infer<typeof PaginatedContactsOutputSchema>
-export type BulkImportResult = z.infer<typeof BulkImportResultSchema>
-export type DeleteResult = z.infer<typeof DeleteResultSchema>
-export type DeactivateContactsByCompanyInput = z.infer<typeof DeactivateContactsByCompanyInputSchema>
-export type DeactivateContactsByCompanyResult = z.infer<typeof DeactivateContactsByCompanyResultSchema>
+import { z } from 'zod'
+
+// ============================================
+// LIST SCHEMAS
+// ============================================
+
+export const CreateListInputSchema = z.object({
+  name: z.string().min(1),
+  description: z.string().optional()
+})
+
+export const UpdateListInputSchema = z.object({
+  id: z.string().uuid(),
+  name: z.string().min(1).optional(),
+  description: z.string().optional()
+})
+
+export const DeleteListInputSchema = z.object({
+  id: z.string().uuid()
+})
+
+export const ListOutputSchema = z.object({
+  id: z.string().uuid(),
+  organizationId: z.string().uuid(),
+  name: z.string(),
+  description: z.string().nullable(),
+  createdAt: z.string() // ISO date string
+})
+
+export const ListArrayOutputSchema = z.array(ListOutputSchema)
+
+// ============================================
+// COMPANY SCHEMAS
+// ============================================
+
+export const CreateCompanyInputSchema = z.object({
+  name: z.string().min(1),
+  domain: z.string().optional(),
+  linkedinUrl: z.string().url().optional(),
+  website: z.string().url().optional(),
+  numEmployees: z.number().int().positive().optional(),
+  foundedYear: z.number().int().min(1800).max(2100).optional(),
+  locationCity: z.string().optional(),
+  locationState: z.string().optional(),
+  source: z.string().optional(),
+  batchId: z.string().optional()
+})
+
+export const UpdateCompanyInputSchema = z.object({
+  id: z.string().uuid(),
+  name: z.string().min(1).optional(),
+  domain: z.string().optional(),
+  linkedinUrl: z.string().url().optional(),
+  website: z.string().url().optional(),
+  numEmployees: z.number().int().positive().optional(),
+  foundedYear: z.number().int().min(1800).max(2100).optional(),
+  locationCity: z.string().optional(),
+  locationState: z.string().optional(),
+  category: z.string().optional(),
+  segment: z.string().optional(),
+  pipelineStatus: z.record(z.string(), z.unknown()).optional(),
+  enrichmentData: z.record(z.string(), z.unknown()).optional(),
+  source: z.string().optional(),
+  batchId: z.string().optional(),
+  /** Track A: flat qualification score column (null until a scoring rubric is defined) */
+  qualificationScore: z.number().nullable().optional(),
+  /** Track A: flat qualification signals jsonb — mirrors the former pipeline_status.qualification shape */
+  qualificationSignals: z.record(z.string(), z.unknown()).nullable().optional(),
+  /** Track A: key identifying the rubric used for qualification */
+  qualificationRubricKey: z.string().nullable().optional()
+})
+
+export const UpsertCompanyInputSchema = CreateCompanyInputSchema.extend({
+  domain: z.string().min(1) // Domain required for upsert (unique key)
+})
+
+export const GetCompanyInputSchema = z.object({
+  id: z.string().uuid()
+})
+
+export const ListCompaniesInputSchema = z.object({
+  segment: z.string().optional(),
+  category: z.string().optional(),
+  domain: z.string().optional().describe('Exact domain match filter'),
+  website: z.string().optional().describe('Exact website match filter'),
+  pipelineStatus: z.record(z.string(), z.unknown()).optional().describe('JSONB containment filter for pipeline_status'),
+  batchId: z.string().optional(),
+  status: z
+    .enum(['active', 'invalid'])
+    .optional()
+    .describe('Filter by company status. Defaults to active if not set and includeAll is false'),
+  includeAll: z
+    .boolean()
+    .optional()
+    .describe('Bypass default active-only filter to return all companies regardless of status'),
+  excludeColumns: z
+    .array(z.enum(['enrichmentData', 'pipelineStatus']))
+    .optional()
+    .describe('Exclude large JSONB columns from the response to reduce query size')
+})
+
+export const DeleteCompanyInputSchema = z.object({
+  id: z.string().uuid()
+})
+
+export const CompanyOutputSchema = z.object({
+  id: z.string().uuid(),
+  organizationId: z.string().uuid(),
+  name: z.string(),
+  domain: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  website: z.string().nullable(),
+  numEmployees: z.number().nullable(),
+  foundedYear: z.number().nullable(),
+  locationCity: z.string().nullable(),
+  locationState: z.string().nullable(),
+  category: z.string().nullable(),
+  segment: z.string().nullable(),
+  pipelineStatus: z.record(z.string(), z.unknown()).nullable(),
+  enrichmentData: z.record(z.string(), z.unknown()).nullable(),
+  source: z.string().nullable(),
+  batchId: z.string().nullable().optional(),
+  status: z.enum(['active', 'invalid']),
+  createdAt: z.string(),
+  updatedAt: z.string()
+})
+
+export const CompanyArrayOutputSchema = z.array(CompanyOutputSchema)
+
+// ============================================
+// CONTACT SCHEMAS
+// ============================================
+
+export const CreateContactInputSchema = z.object({
+  email: z.string().email(),
+  companyId: z.string().uuid().optional(),
+  firstName: z.string().optional(),
+  lastName: z.string().optional(),
+  linkedinUrl: z.string().url().optional(),
+  title: z.string().optional(),
+  source: z.string().optional(),
+  sourceId: z.string().optional(),
+  batchId: z.string().optional()
+})
+
+export const UpdateContactInputSchema = z.object({
+  id: z.string().uuid(),
+  companyId: z.string().uuid().optional(),
+  emailValid: z.enum(['VALID', 'INVALID', 'RISKY', 'UNKNOWN']).optional(),
+  firstName: z.string().optional(),
+  lastName: z.string().optional(),
+  linkedinUrl: z.string().url().optional(),
+  title: z.string().optional(),
+  headline: z.string().optional(),
+  filterReason: z.string().optional(),
+  openingLine: z.string().optional(),
+  pipelineStatus: z.record(z.string(), z.unknown()).optional(),
+  enrichmentData: z.record(z.string(), z.unknown()).optional(),
+  status: z.enum(['active', 'invalid']).optional()
+})
+
+export const UpsertContactInputSchema = CreateContactInputSchema
+
+export const GetContactInputSchema = z.object({
+  id: z.string().uuid()
+})
+
+export const ListContactsInputSchema = z.object({
+  openingLineIsNull: z.boolean().optional(), // Filter to contacts without personalization
+  batchId: z.string().optional(),
+  contactStatus: z.enum(['active', 'invalid']).optional().describe('Filter by contact status (soft-delete flag)'),
+  limit: z.number().int().min(1).max(1000).default(100),
+  offset: z.number().int().min(0).default(0)
+})
+
+export const DeleteContactInputSchema = z.object({
+  id: z.string().uuid()
+})
+
+export const DeactivateContactsByCompanyInputSchema = z.object({
+  companyId: z.string().uuid()
+})
+
+export const DeactivateContactsByCompanyResultSchema = z.object({
+  deactivated: z.number()
+})
+
+export const BulkImportInputSchema = z.object({
+  contacts: z.array(CreateContactInputSchema)
+})
+
+export const ContactOutputSchema = z.object({
+  id: z.string().uuid(),
+  organizationId: z.string().uuid(),
+  companyId: z.string().uuid().nullable(),
+  email: z.string(),
+  emailValid: z.enum(['VALID', 'INVALID', 'RISKY', 'UNKNOWN']).nullable(),
+  firstName: z.string().nullable(),
+  lastName: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  title: z.string().nullable(),
+  headline: z.string().nullable(),
+  filterReason: z.string().nullable(),
+  openingLine: z.string().nullable(),
+  source: z.string().nullable(),
+  sourceId: z.string().nullable(),
+  pipelineStatus: z.record(z.string(), z.unknown()).nullable(),
+  enrichmentData: z.record(z.string(), z.unknown()).nullable(),
+  batchId: z.string().nullable().optional(),
+  status: z.enum(['active', 'invalid']),
+  createdAt: z.string(),
+  updatedAt: z.string()
+})
+
+export const PaginatedContactsOutputSchema = z.object({
+  data: z.array(ContactOutputSchema),
+  total: z.number(),
+  limit: z.number(),
+  offset: z.number()
+})
+
+export const BulkImportResultSchema = z.object({
+  created: z.number(),
+  updated: z.number(),
+  errors: z.array(
+    z.object({
+      email: z.string(),
+      error: z.string()
+    })
+  )
+})
+
+export const DeleteResultSchema = z.object({
+  success: z.boolean()
+})
+
+// ============================================
+// INFERRED TYPES
+// ============================================
+
+export type CreateListInput = z.infer<typeof CreateListInputSchema>
+export type UpdateListInput = z.infer<typeof UpdateListInputSchema>
+export type DeleteListInput = z.infer<typeof DeleteListInputSchema>
+export type ListOutput = z.infer<typeof ListOutputSchema>
+
+export type CreateCompanyInput = z.infer<typeof CreateCompanyInputSchema>
+export type UpdateCompanyInput = z.infer<typeof UpdateCompanyInputSchema>
+export type UpsertCompanyInput = z.infer<typeof UpsertCompanyInputSchema>
+export type GetCompanyInput = z.infer<typeof GetCompanyInputSchema>
+export type ListCompaniesInput = z.infer<typeof ListCompaniesInputSchema>
+export type DeleteCompanyInput = z.infer<typeof DeleteCompanyInputSchema>
+export type CompanyOutput = z.infer<typeof CompanyOutputSchema>
+
+export type CreateContactInput = z.infer<typeof CreateContactInputSchema>
+export type UpdateContactInput = z.infer<typeof UpdateContactInputSchema>
+export type UpsertContactInput = z.infer<typeof UpsertContactInputSchema>
+export type GetContactInput = z.infer<typeof GetContactInputSchema>
+export type ListContactsInput = z.infer<typeof ListContactsInputSchema>
+export type DeleteContactInput = z.infer<typeof DeleteContactInputSchema>
+export type BulkImportInput = z.infer<typeof BulkImportInputSchema>
+export type ContactOutput = z.infer<typeof ContactOutputSchema>
+export type PaginatedContactsOutput = z.infer<typeof PaginatedContactsOutputSchema>
+export type BulkImportResult = z.infer<typeof BulkImportResultSchema>
+export type DeleteResult = z.infer<typeof DeleteResultSchema>
+export type DeactivateContactsByCompanyInput = z.infer<typeof DeactivateContactsByCompanyInputSchema>
+export type DeactivateContactsByCompanyResult = z.infer<typeof DeactivateContactsByCompanyResultSchema>

package/src/execution/engine/tools/registry.ts

@@ -22,7 +22,7 @@ import type {
   TaskRow,
   NoteRow
 } from '../../../business/projects'
-import type { DealListItem, DealDetail, DealStage, ListDealsQuery } from '../../../business/acquisition'
+import type { DealListItem, DealDetail, ListDealsQuery } from '../../../business/acquisition'
 import type { RecentActivityEntry } from '../../../business/sales/api-schemas'
 import type { Database } from '../../../supabase/database.types'
 
@@ -142,7 +142,6 @@ export interface ICrmService {
   listDeals(organizationId: string, filters?: Partial<ListDealsQuery>): Promise<DealListItem[]>
   getDeal(dealId: string, organizationId: string): Promise<DealDetail | null>
   getDealByEmail(email: string, organizationId: string): Promise<DealDetail | null>
-  updateDealStage(dealId: string, organizationId: string, stage: DealStage): Promise<void>
   createDealNote(
     params: import('./lead-service-types').CreateDealNoteParams
   ): Promise<import('./lead-service-types').AcqDealNote>
@@ -560,7 +559,7 @@ export {
   type MarkProposalReviewedParams,
   type UpdateCloseLostReasonParams,
   type UpdateFeesParams,
-  type SyncDealStageParams,
+  type TransitionItemParams,
   type SetContactNurtureParams,
   type CancelSchedulesAndHitlByEmailParams,
   type CancelHitlByDealIdParams,
@@ -595,7 +594,9 @@ export {
   type RemoveCompaniesFromListParams,
   type RemoveCompaniesFromListResult,
   type RecordListExecutionParams,
-  type ListExecutionSummary
+  type ListExecutionSummary,
+  type TransitionDealParams,
+  type LoadDealParams
 } from './lead-service-types'
 
 /**