@elevasis/core 0.13.0 → 0.15.0

package/src/execution/engine/tools/tool-maps.ts

@@ -231,6 +231,8 @@ import type {
   RecordDealActivityParams,
   AddContactsToListParams,
   AddContactsToListResult,
+  AddCompaniesToListParams,
+  AddCompaniesToListResult,
   BulkImportParams,
   BulkImportResult,
   BulkImportCompaniesParams,
@@ -249,7 +251,9 @@ import type {
   DeleteDealParams,
   DealFilters,
   DealPipelineAnalytics,
-  ListConfig,
+  ScrapingConfig,
+  IcpRubric,
+  PipelineConfig,
   RecordListExecutionParams,
   UpdateCompanyStageParams,
   UpdateContactStageParams,
@@ -573,6 +577,7 @@ export type LeadToolMap = {
   updateList: { params: { id: string } & UpdateListParams; result: AcqList }
   deleteList: { params: { id: string }; result: void }
   addContactsToList: { params: Omit<AddContactsToListParams, 'organizationId'>; result: AddContactsToListResult }
+  addCompaniesToList: { params: Omit<AddCompaniesToListParams, 'organizationId'>; result: AddCompaniesToListResult }
   updateCompanyStage: {
     params: Omit<UpdateCompanyStageParams, 'organizationId'>
     result: void
@@ -675,6 +680,26 @@ export type LeadToolMap = {
     params: { posts: Omit<UpsertSocialPostParams, 'organizationId'>[] }
     result: UpsertSocialPostsResult
   }
+  setDealStateKey: {
+    params: {
+      dealId: string
+      stateKey: string
+    }
+    result: { ok: true }
+  }
+  // CRM workflow helpers
+  transitionDeal: {
+    params: {
+      dealId: string
+      toStage: string
+      toState?: string
+    }
+    result: { deal: AcqDeal }
+  }
+  loadDeal: {
+    params: { dealId: string }
+    result: DealDetail | null
+  }
 }
 
 // ---------------------------------------------------------------------------
@@ -682,7 +707,10 @@ export type LeadToolMap = {
 // ---------------------------------------------------------------------------
 
 export type ListToolMap = {
-  getConfig: { params: { listId: string }; result: ListConfig }
+  getConfig: {
+    params: { listId: string }
+    result: { scrapingConfig: ScrapingConfig; icp: IcpRubric; pipelineConfig: PipelineConfig }
+  }
   recordExecution: {
     params: Omit<RecordListExecutionParams, 'organizationId'>
     result: void

package/src/execution/engine/workflow/types.ts

@@ -82,6 +82,17 @@ export interface WorkflowDefinition {
    * If provided, workflow appears in Execution Runner UI
    */
   interface?: ExecutionInterface
+
+  /**
+   * Lead-gen processing stage this workflow implements (optional).
+   * Must match a key in the platform lead-gen stage catalog.
+   * Used by org-os graph derivation to surface workflow→stage edges and
+   * by pipeline_config validation to confirm each catalog stage has an
+   * implementing workflow before a list is activated.
+   *
+   * Example: stageImplemented: 'verified' on the email-verification workflow.
+   */
+  stageImplemented?: string
 }
 
 /**

package/src/organization-model/contracts.ts

@@ -9,7 +9,7 @@ export const MONITORING_FEATURE_ID = 'monitoring' as const
 export const SETTINGS_FEATURE_ID = 'settings' as const
 export const SEO_FEATURE_ID = 'seo' as const
 
-export const SALES_PIPELINE_SURFACE_ID = 'crm.pipeline' as const
-export const PROSPECTING_LISTS_SURFACE_ID = 'lead-gen.lists' as const
-export const OPERATIONS_COMMAND_VIEW_SURFACE_ID = 'operations.command-view' as const
-export const SETTINGS_ROLES_SURFACE_ID = 'settings.roles' as const
+export const SALES_PIPELINE_SURFACE_ID = 'crm.pipeline' as const
+export const PROSPECTING_LISTS_SURFACE_ID = 'lead-gen.lists' as const
+export const OPERATIONS_COMMAND_VIEW_SURFACE_ID = 'operations.command-view' as const
+export const SETTINGS_ROLES_SURFACE_ID = 'settings.roles' as const

package/src/organization-model/domains/navigation.ts

@@ -1,11 +1,11 @@
 import { z } from 'zod'
-import {
-  OPERATIONS_COMMAND_VIEW_SURFACE_ID,
-  PROJECTS_VIEW_CAPABILITY_ID,
-  PROJECTS_FEATURE_ID,
-  PROJECTS_INDEX_SURFACE_ID,
-  SETTINGS_ROLES_SURFACE_ID
-} from '../contracts'
+import {
+  OPERATIONS_COMMAND_VIEW_SURFACE_ID,
+  PROJECTS_VIEW_CAPABILITY_ID,
+  PROJECTS_FEATURE_ID,
+  PROJECTS_INDEX_SURFACE_ID,
+  SETTINGS_ROLES_SURFACE_ID
+} from '../contracts'
 import { DescriptionSchema, IconNameSchema, LabelSchema, ModelIdSchema, PathSchema, ReferenceIdsSchema } from './shared'
 
 export const SurfaceTypeSchema = z.enum(['page', 'dashboard', 'graph', 'detail', 'list', 'settings'])
@@ -15,10 +15,10 @@ export const SurfaceDefinitionSchema = z.object({
   label: LabelSchema,
   path: PathSchema,
   surfaceType: SurfaceTypeSchema,
-  description: DescriptionSchema.optional(),
-  enabled: z.boolean().default(true),
-  devOnly: z.boolean().optional(),
-  icon: IconNameSchema.optional(),
+  description: DescriptionSchema.optional(),
+  enabled: z.boolean().default(true),
+  devOnly: z.boolean().optional(),
+  icon: IconNameSchema.optional(),
   featureId: ModelIdSchema.optional(),
   featureIds: ReferenceIdsSchema,
   entityIds: ReferenceIdsSchema,
@@ -92,16 +92,16 @@ export const DEFAULT_ORGANIZATION_MODEL_NAVIGATION: z.infer<typeof OrganizationM
       resourceIds: [],
       capabilityIds: [PROJECTS_VIEW_CAPABILITY_ID]
     },
-    {
-      id: OPERATIONS_COMMAND_VIEW_SURFACE_ID,
-      label: 'Command View',
-      path: '/operations/command-view',
-      surfaceType: 'graph',
-      enabled: true,
-      devOnly: true,
-      featureId: 'operations',
-      featureIds: ['operations'],
-      entityIds: [],
+    {
+      id: OPERATIONS_COMMAND_VIEW_SURFACE_ID,
+      label: 'Command View',
+      path: '/operations/command-view',
+      surfaceType: 'graph',
+      enabled: true,
+      devOnly: true,
+      featureId: 'operations',
+      featureIds: ['operations'],
+      entityIds: [],
       resourceIds: [],
       capabilityIds: ['operations.command-view']
     },
@@ -261,45 +261,45 @@ export const DEFAULT_ORGANIZATION_MODEL_NAVIGATION: z.infer<typeof OrganizationM
       resourceIds: [],
       capabilityIds: []
     },
-    {
-      id: 'settings.appearance',
-      label: 'Appearance',
-      path: '/settings/appearance',
+    {
+      id: 'settings.appearance',
+      label: 'Appearance',
+      path: '/settings/appearance',
+      surfaceType: 'settings',
+      enabled: true,
+      featureId: 'settings',
+      featureIds: ['settings'],
+      entityIds: [],
+      resourceIds: [],
+      capabilityIds: []
+    },
+    {
+      id: SETTINGS_ROLES_SURFACE_ID,
+      label: 'My Roles',
+      path: '/settings/roles',
       surfaceType: 'settings',
       enabled: true,
       featureId: 'settings',
       featureIds: ['settings'],
       entityIds: [],
-      resourceIds: [],
-      capabilityIds: []
-    },
-    {
-      id: SETTINGS_ROLES_SURFACE_ID,
-      label: 'My Roles',
-      path: '/settings/roles',
-      surfaceType: 'settings',
-      enabled: true,
-      featureId: 'settings',
-      featureIds: ['settings'],
-      entityIds: [],
-      resourceIds: [],
-      capabilityIds: []
-    },
-    {
-      id: 'settings.organization',
-      label: 'Organization',
-      path: '/settings/organization',
+      resourceIds: [],
+      capabilityIds: []
+    },
+    {
+      id: 'settings.organization',
+      label: 'Organization',
+      path: '/settings/organization',
       surfaceType: 'settings',
       enabled: true,
       featureId: 'settings',
       featureIds: ['settings'],
       entityIds: [],
-      resourceIds: [],
-      capabilityIds: []
-    },
-    {
-      id: 'settings.credentials',
-      label: 'Credentials',
+      resourceIds: [],
+      capabilityIds: []
+    },
+    {
+      id: 'settings.credentials',
+      label: 'Credentials',
       path: '/settings/credentials',
       surfaceType: 'settings',
       enabled: true,
@@ -355,12 +355,12 @@ export const DEFAULT_ORGANIZATION_MODEL_NAVIGATION: z.infer<typeof OrganizationM
     },
     {
       id: 'primary-operations',
-      label: 'Operations',
-      placement: 'primary',
-      surfaceIds: [
-        OPERATIONS_COMMAND_VIEW_SURFACE_ID,
-        'operations.overview',
-        'operations.resources',
+      label: 'Operations',
+      placement: 'primary',
+      surfaceIds: [
+        OPERATIONS_COMMAND_VIEW_SURFACE_ID,
+        'operations.overview',
+        'operations.resources',
         'operations.command-queue',
         'operations.sessions',
         'operations.task-scheduler'
@@ -385,12 +385,12 @@ export const DEFAULT_ORGANIZATION_MODEL_NAVIGATION: z.infer<typeof OrganizationM
       label: 'Settings',
       placement: 'bottom',
       surfaceIds: [
-        'settings.account',
-        'settings.appearance',
-        SETTINGS_ROLES_SURFACE_ID,
-        'settings.organization',
-        'settings.credentials',
-        'settings.api-keys',
+        'settings.account',
+        'settings.appearance',
+        SETTINGS_ROLES_SURFACE_ID,
+        'settings.organization',
+        'settings.credentials',
+        'settings.api-keys',
         'settings.webhooks',
         'settings.deployments'
       ]

package/src/organization-model/domains/sales.test.ts

@@ -0,0 +1,189 @@
+import { describe, it, expect } from 'vitest'
+import {
+  CRM_PIPELINE_DEFINITION,
+  CRM_DISCOVERY_REPLIED_STATE,
+  CRM_DISCOVERY_LINK_SENT_STATE,
+  CRM_DISCOVERY_NUDGING_STATE,
+  CRM_DISCOVERY_BOOKING_CANCELLED_STATE,
+  CRM_REPLY_SENT_STATE,
+  CRM_FOLLOWUP_1_SENT_STATE,
+  CRM_FOLLOWUP_2_SENT_STATE,
+  CRM_FOLLOWUP_3_SENT_STATE,
+  getValidStatesForStage,
+  findPipeline,
+  ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE,
+  ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE,
+  LEAD_GEN_PIPELINE_DEFINITIONS
+} from './sales'
+
+describe('CRM_PIPELINE_DEFINITION', () => {
+  it('has pipelineKey "crm"', () => {
+    expect(CRM_PIPELINE_DEFINITION.pipelineKey).toBe('crm')
+  })
+
+  it('has entityKey "crm.deal"', () => {
+    expect(CRM_PIPELINE_DEFINITION.entityKey).toBe('crm.deal')
+  })
+
+  it('has exactly 6 stages', () => {
+    expect(CRM_PIPELINE_DEFINITION.stages).toHaveLength(6)
+  })
+
+  it('stage keys are interested, proposal, closing, closed_won, closed_lost, nurturing in order', () => {
+    const keys = CRM_PIPELINE_DEFINITION.stages.map((s) => s.stageKey)
+    expect(keys).toEqual(['interested', 'proposal', 'closing', 'closed_won', 'closed_lost', 'nurturing'])
+  })
+
+  it('interested stage has exactly 8 states', () => {
+    const interested = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'interested')
+    expect(interested?.states).toHaveLength(8)
+  })
+
+  it('interested stage contains all 8 expected state constants', () => {
+    const interested = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'interested')!
+    const stateKeys = interested.states.map((s) => s.stateKey)
+    expect(stateKeys).toContain(CRM_DISCOVERY_REPLIED_STATE.stateKey)
+    expect(stateKeys).toContain(CRM_DISCOVERY_LINK_SENT_STATE.stateKey)
+    expect(stateKeys).toContain(CRM_DISCOVERY_NUDGING_STATE.stateKey)
+    expect(stateKeys).toContain(CRM_DISCOVERY_BOOKING_CANCELLED_STATE.stateKey)
+    expect(stateKeys).toContain(CRM_REPLY_SENT_STATE.stateKey)
+    expect(stateKeys).toContain(CRM_FOLLOWUP_1_SENT_STATE.stateKey)
+    expect(stateKeys).toContain(CRM_FOLLOWUP_2_SENT_STATE.stateKey)
+    expect(stateKeys).toContain(CRM_FOLLOWUP_3_SENT_STATE.stateKey)
+  })
+
+  it('interested stage states reference the exported constants by identity', () => {
+    const interested = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'interested')!
+    expect(interested.states).toContain(CRM_DISCOVERY_REPLIED_STATE)
+    expect(interested.states).toContain(CRM_FOLLOWUP_3_SENT_STATE)
+  })
+
+  it.each(['proposal', 'closing', 'closed_won', 'closed_lost', 'nurturing'])(
+    '%s stage has an empty states array',
+    (stageKey) => {
+      const stage = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === stageKey)
+      expect(stage).toBeDefined()
+      expect(stage?.states).toHaveLength(0)
+    }
+  )
+
+  it('closed_won stage has empty states array', () => {
+    const stage = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'closed_won')
+    expect(stage?.states).toEqual([])
+  })
+
+  it('closed_lost stage has empty states array', () => {
+    const stage = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'closed_lost')
+    expect(stage?.states).toEqual([])
+  })
+})
+
+describe('CRM state constant shapes', () => {
+  it('CRM_DISCOVERY_REPLIED_STATE has correct stateKey and label', () => {
+    expect(CRM_DISCOVERY_REPLIED_STATE).toEqual({ stateKey: 'discovery_replied', label: 'Discovery Replied' })
+  })
+
+  it('CRM_FOLLOWUP_1_SENT_STATE has correct stateKey and label', () => {
+    expect(CRM_FOLLOWUP_1_SENT_STATE).toEqual({ stateKey: 'followup_1_sent', label: 'Follow-up 1 Sent' })
+  })
+
+  it('CRM_FOLLOWUP_2_SENT_STATE has correct stateKey and label', () => {
+    expect(CRM_FOLLOWUP_2_SENT_STATE).toEqual({ stateKey: 'followup_2_sent', label: 'Follow-up 2 Sent' })
+  })
+
+  it('CRM_FOLLOWUP_3_SENT_STATE has correct stateKey and label', () => {
+    expect(CRM_FOLLOWUP_3_SENT_STATE).toEqual({ stateKey: 'followup_3_sent', label: 'Follow-up 3 Sent' })
+  })
+})
+
+describe('getValidStatesForStage', () => {
+  it('returns all 8 states for the interested stage', () => {
+    const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'interested')
+    expect(states).toHaveLength(8)
+    expect(states.map((s) => s.stateKey)).toContain('discovery_replied')
+    expect(states.map((s) => s.stateKey)).toContain('followup_3_sent')
+  })
+
+  it('returns empty array for the proposal stage (no states defined)', () => {
+    const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'proposal')
+    expect(states).toEqual([])
+  })
+
+  it('returns empty array for the closing stage (no states defined)', () => {
+    const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'closing')
+    expect(states).toEqual([])
+  })
+
+  it('returns empty array for closed_won stage', () => {
+    const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'closed_won')
+    expect(states).toEqual([])
+  })
+
+  it('returns empty array for closed_lost stage', () => {
+    const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'closed_lost')
+    expect(states).toEqual([])
+  })
+
+  it('returns empty array for nurturing stage (no states defined)', () => {
+    const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'nurturing')
+    expect(states).toEqual([])
+  })
+
+  it('returns empty array for an unknown stage key', () => {
+    const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'unknown_stage')
+    expect(states).toEqual([])
+  })
+
+  it('returns empty array for an empty string stage key', () => {
+    const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, '')
+    expect(states).toEqual([])
+  })
+
+  it('is case-sensitive — "Interested" does not match "interested"', () => {
+    const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'Interested')
+    expect(states).toEqual([])
+  })
+
+  it('works with the lead-gen member pipeline for known stage', () => {
+    const states = getValidStatesForStage(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE, 'outreach')
+    expect(states.length).toBeGreaterThan(0)
+    expect(states.map((s) => s.stateKey)).toContain('personalized')
+  })
+
+  it('works with the lead-gen member pipeline for unknown stage', () => {
+    const states = getValidStatesForStage(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE, 'nonexistent')
+    expect(states).toEqual([])
+  })
+})
+
+describe('findPipeline', () => {
+  it('finds a pipeline by pipelineKey when present', () => {
+    const found = findPipeline(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member'], 'lead-gen')
+    expect(found).toBe(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE)
+  })
+
+  it('returns undefined for an unknown pipelineKey', () => {
+    const found = findPipeline(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member'], 'crm')
+    expect(found).toBeUndefined()
+  })
+
+  it('returns undefined for an empty array', () => {
+    const found = findPipeline([], 'lead-gen')
+    expect(found).toBeUndefined()
+  })
+})
+
+describe('LEAD_GEN_PIPELINE_DEFINITIONS', () => {
+  it('has entries for acq.list-member and acq.list-company', () => {
+    expect(LEAD_GEN_PIPELINE_DEFINITIONS).toHaveProperty('acq.list-member')
+    expect(LEAD_GEN_PIPELINE_DEFINITIONS).toHaveProperty('acq.list-company')
+  })
+
+  it('acq.list-member entry contains the ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE', () => {
+    expect(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member']).toContain(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE)
+  })
+
+  it('acq.list-company entry contains the ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE', () => {
+    expect(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-company']).toContain(ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE)
+  })
+})