@elevasis/core 0.14.0 → 0.15.1

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

@@ -1,5 +1,12 @@
 import { z } from 'zod'
-import type { AcqDealRow } from './types'
+import {
+  CRM_DISCOVERY_BOOKING_CANCELLED_STATE,
+  CRM_DISCOVERY_LINK_SENT_STATE,
+  CRM_DISCOVERY_NUDGING_STATE,
+  CRM_DISCOVERY_REPLIED_STATE
+} from '@repo/core/organization-model'
+import { getDealOwnership, type DealOwnership } from './deal-ownership'
+import type { AcqDealRow } from './types'
 
 export interface Action {
   key: string
@@ -7,13 +14,18 @@ export interface Action {
   payloadSchema?: z.ZodTypeAny
 }
 
-export interface ActionDef {
-  key: string
-  label: string
-  isAvailableFor: (deal: AcqDealRow) => boolean
-  workflowId: string
-  payloadSchema?: z.ZodTypeAny
-}
+export interface ActionDef {
+  key: string
+  label: string
+  isAvailableFor: (deal: AcqDealRow) => boolean
+  workflowId: string
+  payloadSchema?: z.ZodTypeAny
+}
+
+type DealActionInput = AcqDealRow & {
+  ownership?: DealOwnership
+  nextAction?: string | null
+}
 
 export const SendReplyActionPayloadSchema = z
   .object({
@@ -55,20 +67,22 @@ export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
     workflowId: 'move_to_nurturing-workflow'
   },
   {
-    key: 'send_reply',
-    label: 'Send Reply',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' &&
-      (deal.state_key === 'discovery_replied' ||
-        deal.state_key === 'discovery_link_sent' ||
-        deal.state_key === 'discovery_nudging'),
+    key: 'send_reply',
+    label: 'Send Reply',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' &&
+      isOurReplyAction(deal) &&
+      (deal.state_key === CRM_DISCOVERY_REPLIED_STATE.stateKey ||
+        deal.state_key === CRM_DISCOVERY_LINK_SENT_STATE.stateKey ||
+        deal.state_key === CRM_DISCOVERY_NUDGING_STATE.stateKey),
     workflowId: 'crm-send-reply-workflow',
     payloadSchema: SendReplyActionPayloadSchema
   },
   {
     key: 'send_link',
     label: 'Send Booking Link',
-    isAvailableFor: (deal) => deal.stage_key === 'interested' && deal.state_key === 'discovery_replied',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_REPLIED_STATE.stateKey,
     workflowId: 'crm-send-booking-link-workflow'
   },
   {
@@ -76,13 +90,15 @@ export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
     label: 'Send Nudge',
     isAvailableFor: (deal) =>
       deal.stage_key === 'interested' &&
-      (deal.state_key === 'discovery_link_sent' || deal.state_key === 'discovery_nudging'),
+      (deal.state_key === CRM_DISCOVERY_LINK_SENT_STATE.stateKey ||
+        deal.state_key === CRM_DISCOVERY_NUDGING_STATE.stateKey),
     workflowId: 'crm-send-nudge-workflow'
   },
   {
     key: 'mark_no_show',
     label: 'Mark No-Show',
-    isAvailableFor: (deal) => deal.stage_key === 'interested' && deal.state_key === 'discovery_nudging',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_NUDGING_STATE.stateKey,
     // Mirrors the auto-timeout precedent in operations/sales/crm/pipeline/timeout-actions.ts:
     // both manual-click and timeout move the deal to closed_lost. The action_taken activity
     // event captures operator intent and distinguishes the manual variant from the timed one.
@@ -91,13 +107,22 @@ export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
   {
     key: 'rebook',
     label: 'Rebook',
-    isAvailableFor: (deal) => deal.stage_key === 'interested' && deal.state_key === 'discovery_booking_cancelled',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_BOOKING_CANCELLED_STATE.stateKey,
     workflowId: 'crm-rebook-workflow'
   }
 ]
 
-export function deriveActions(deal: AcqDealRow, actions: ActionDef[] = DEFAULT_CRM_ACTIONS): Action[] {
-  return actions
-    .filter((a) => a.isAvailableFor(deal))
-    .map(({ key, label, payloadSchema }) => ({ key, label, payloadSchema }))
-}
+export function deriveActions(deal: DealActionInput, actions: ActionDef[] = DEFAULT_CRM_ACTIONS): Action[] {
+  return actions
+    .filter((a) => a.isAvailableFor(deal))
+    .map(({ key, label, payloadSchema }) => ({ key, label, payloadSchema }))
+}
+
+function isOurReplyAction(deal: DealActionInput): boolean {
+  if (Object.prototype.hasOwnProperty.call(deal, 'nextAction')) {
+    return deal.nextAction === 'send_reply'
+  }
+
+  return (deal.ownership ?? getDealOwnership(deal)) === 'us'
+}

package/src/business/acquisition/index.ts

@@ -1,149 +1,163 @@
-export * from './types'
-export * from './activity-events'
-export * from './derive-actions'
-export * from './stateful'
-// 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,
-  ExecuteActionParamsSchema,
-  ExecuteActionRequestSchema,
-  DealContactSummarySchema,
-  DealListItemSchema,
-  DealListResponseSchema,
-  DealDetailResponseSchema,
-  DealNoteResponseSchema,
-  DealNoteListResponseSchema,
-  DealTaskResponseSchema,
-  DealTaskListResponseSchema,
-  DealSchemas,
-  ListStatusSchema,
-  ScrapingConfigSchema,
-  IcpRubricSchema,
-  PipelineStageSchema,
-  PipelineConfigSchema,
-  ListStageCountsSchema,
-  ListTelemetrySchema,
-  ListIdParamsSchema,
-  CreateListRequestSchema,
-  UpdateListRequestSchema,
-  UpdateListStatusRequestSchema,
-  UpdateListConfigRequestSchema,
-  AddCompaniesToListRequestSchema,
-  RemoveCompaniesFromListRequestSchema,
-  AddContactsToListRequestSchema,
-  RecordListExecutionRequestSchema,
-  AcqListResponseSchema,
-  AcqListListResponseSchema,
-  ListTelemetryResponseSchema,
-  ListTelemetryListResponseSchema,
-  ListExecutionSummarySchema,
-  ListExecutionsResponseSchema,
-  ListStageProgressSchema,
-  ListProgressResponseSchema,
-  AcqListSchemas,
-  AcqSubstrateSchemas,
-  AcqArtifactOwnerKindSchema,
-  ListArtifactsQuerySchema,
-  CreateArtifactRequestSchema,
-  AcqArtifactResponseSchema,
-  AcqArtifactListResponseSchema,
-  ListMembersQuerySchema,
-  MemberIdParamsSchema,
-  AcqListMemberContactSummarySchema,
-  AcqListMemberResponseSchema,
-  AcqListMembersResponseSchema,
-  ListCompanyIdParamsSchema,
-  AcqListCompanyResponseSchema,
-  type AcqArtifactOwnerKind,
-  type ListArtifactsQuery,
-  type CreateArtifactRequest,
-  type AcqArtifactResponse,
-  type AcqArtifactListResponse,
-  type ListMembersQuery,
-  type MemberIdParams,
-  type AcqListMemberContactSummary,
-  type AcqListMemberResponse,
-  type AcqListMembersResponse,
-  type ListCompanyIdParams,
-  type AcqListCompanyResponse,
-  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 ExecuteActionParams,
-  type ExecuteActionRequest,
-  type DealListResponse,
-  type DealDetailResponse,
-  type DealNoteResponse,
-  type DealNoteListResponse,
-  type DealTaskResponse,
-  type DealTaskListResponse,
-  type ListStatus,
-  type ScrapingConfig,
-  type IcpRubric,
-  type PipelineStage,
-  type PipelineConfig,
-  type ListStageCountsInput,
-  type ListTelemetryInput,
-  type ListIdParams,
-  type CreateListRequest,
-  type UpdateListRequest,
-  type UpdateListStatusRequest,
-  type UpdateListConfigRequest,
-  type AddCompaniesToListRequest,
-  type RemoveCompaniesFromListRequest,
-  type AddContactsToListRequest,
-  type RecordListExecutionRequest,
-  type AcqListResponse,
-  type AcqListListResponse,
-  type ListTelemetryResponse,
-  type ListTelemetryListResponse,
-  type ListExecutionSummaryInput,
-  type ListExecutionsResponse,
-  type ListStageProgress,
-  type ListProgress
-} from './api-schemas'
+export * from './types'
+export * from './activity-events'
+export * from './build-templates'
+export * from './derive-actions'
+export * from './crm-priority'
+export * from './crm-next-action'
+export * from './deal-ownership'
+export * from './stateful'
+// 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,
+  TransitionDealStateRequestSchema,
+  ExecuteActionParamsSchema,
+  ExecuteActionRequestSchema,
+  DealContactSummarySchema,
+  DealPrioritySchema,
+  DealListItemSchema,
+  DealListResponseSchema,
+  DealDetailResponseSchema,
+  DealNoteResponseSchema,
+  DealNoteListResponseSchema,
+  DealTaskResponseSchema,
+  DealTaskListResponseSchema,
+  DealSchemas,
+  ListStatusSchema,
+  ScrapingConfigSchema,
+  IcpRubricSchema,
+  PipelineStageSchema,
+  PipelineConfigSchema,
+  BuildPlanSnapshotStepSchema,
+  BuildPlanSnapshotSchema,
+  AcqListMetadataSchema,
+  ProspectingBuildTemplateIdSchema,
+  ProcessingStageStatusSchema,
+  ListStageCountsSchema,
+  ListTelemetrySchema,
+  ListIdParamsSchema,
+  CreateListRequestSchema,
+  UpdateListRequestSchema,
+  UpdateListStatusRequestSchema,
+  UpdateListConfigRequestSchema,
+  AddCompaniesToListRequestSchema,
+  RemoveCompaniesFromListRequestSchema,
+  AddContactsToListRequestSchema,
+  RecordListExecutionRequestSchema,
+  AcqListResponseSchema,
+  AcqListListResponseSchema,
+  ListTelemetryResponseSchema,
+  ListTelemetryListResponseSchema,
+  ListExecutionSummarySchema,
+  ListExecutionsResponseSchema,
+  ListStageProgressSchema,
+  ListProgressResponseSchema,
+  AcqListSchemas,
+  AcqSubstrateSchemas,
+  AcqArtifactOwnerKindSchema,
+  ListArtifactsQuerySchema,
+  CreateArtifactRequestSchema,
+  AcqArtifactResponseSchema,
+  AcqArtifactListResponseSchema,
+  ListMembersQuerySchema,
+  MemberIdParamsSchema,
+  AcqListMemberContactSummarySchema,
+  AcqListMemberResponseSchema,
+  AcqListMembersResponseSchema,
+  ListCompanyIdParamsSchema,
+  AcqListCompanyResponseSchema,
+  type AcqArtifactOwnerKind,
+  type ListArtifactsQuery,
+  type CreateArtifactRequest,
+  type AcqArtifactResponse,
+  type AcqArtifactListResponse,
+  type ListMembersQuery,
+  type MemberIdParams,
+  type AcqListMemberContactSummary,
+  type AcqListMemberResponse,
+  type AcqListMembersResponse,
+  type ListCompanyIdParams,
+  type AcqListCompanyResponse,
+  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 TransitionDealStateRequest,
+  type ExecuteActionParams,
+  type ExecuteActionRequest,
+  type DealPriorityResponse,
+  type DealListResponse,
+  type DealDetailResponse,
+  type DealNoteResponse,
+  type DealNoteListResponse,
+  type DealTaskResponse,
+  type DealTaskListResponse,
+  type ListStatus,
+  type ScrapingConfig,
+  type IcpRubric,
+  type PipelineStage,
+  type PipelineConfig,
+  type ProcessingStageStatus,
+  type ListStageCountsInput,
+  type ListTelemetryInput,
+  type ListIdParams,
+  type CreateListRequest,
+  type UpdateListRequest,
+  type UpdateListStatusRequest,
+  type UpdateListConfigRequest,
+  type AddCompaniesToListRequest,
+  type RemoveCompaniesFromListRequest,
+  type AddContactsToListRequest,
+  type RecordListExecutionRequest,
+  type AcqListResponse,
+  type AcqListListResponse,
+  type ListTelemetryResponse,
+  type ListTelemetryListResponse,
+  type ListExecutionSummaryInput,
+  type ListExecutionsResponse,
+  type ListStageProgress,
+  type ListProgress
+} from './api-schemas'

package/src/business/acquisition/types.ts

@@ -186,6 +186,34 @@ export interface PipelineConfig {
   stages: PipelineStage[]
 }
 
+export type BuildPlanSnapshotPrimaryEntity = 'company' | 'contact'
+export type BuildPlanSnapshotOutput = 'company' | 'contact' | 'export'
+export type BuildPlanSnapshotDependencyMode = 'per-record-eligibility'
+
+export interface BuildPlanSnapshotStep {
+  id: string
+  label: string
+  description?: string
+  primaryEntity: BuildPlanSnapshotPrimaryEntity
+  outputs: BuildPlanSnapshotOutput[]
+  stageKey: string
+  dependsOn?: string[]
+  dependencyMode: BuildPlanSnapshotDependencyMode
+  capabilityKey: string
+  defaultBatchSize: number
+  maxBatchSize: number
+}
+
+export interface BuildPlanSnapshot {
+  templateId: string
+  templateLabel: string
+  steps: BuildPlanSnapshotStep[]
+}
+
+export interface AcqListMetadata extends Record<string, unknown> {
+  buildPlanSnapshot?: BuildPlanSnapshot
+}
+
 export interface AcqList {
   id: string
   organizationId: string
@@ -197,7 +225,7 @@ export interface AcqList {
   scrapingConfig: ScrapingConfig
   icp: IcpRubric
   pipelineConfig: PipelineConfig
-  metadata: Record<string, unknown>
+  metadata: AcqListMetadata
   launchedAt: Date | null
   completedAt: Date | null
   createdAt: Date
@@ -272,6 +300,18 @@ export interface AcqContact {
 
 export type DealStage = 'interested' | 'proposal' | 'closing' | 'closed_won' | 'closed_lost' | 'nurturing'
 
+export type DealPriorityBucketKey = 'needs_response' | 'follow_up_due' | 'waiting' | 'stale' | 'closed_low'
+
+export interface DealPriority {
+  bucketKey: DealPriorityBucketKey
+  rank: number
+  label: string
+  color: string
+  reason: string
+  latestActivityAt: string | null
+  nextActionAt: string | null
+}
+
 export interface KanbanStageConfig {
   color: string // Mantine color token (e.g. 'blue', 'teal')
   label?: string // Optional display label override
@@ -309,9 +349,12 @@ export interface DealFilters {
 }
 
 /** Deal list item with joined contact and company data */
-export interface DealListItem extends AcqDealRow {
-  contact: DealContact | null
-}
+export interface DealListItem extends AcqDealRow {
+  priority: DealPriority
+  ownership: 'us' | 'them' | null
+  nextAction: string | null
+  contact: DealContact | null
+}
 
 export type DealDetail = DealListItem
 
@@ -343,6 +386,7 @@ export interface AcqDealTask {
 /**
  * Live-scan aggregate telemetry for a single list, computed on demand from
  * the list junction tables and current contact deliverability state.
+ * `stageCounts` are attempted counts from list-row processing_state.
  */
 export interface ListTelemetry {
   listId: string

package/src/execution/engine/index.ts

@@ -297,9 +297,10 @@ export {
   type UpdateProposalDataParams,
   type MarkProposalSentParams,
   type MarkProposalReviewedParams,
-  type UpdateCloseLostReasonParams,
-  type UpdateFeesParams,
-  type TransitionItemParams,
+  type UpdateCloseLostReasonParams,
+  type UpdateFeesParams,
+  type CacheInstantlyThreadIdsParams,
+  type TransitionItemParams,
   type SetContactNurtureParams,
   type CancelSchedulesAndHitlByEmailParams,
   type CancelHitlByDealIdParams,