@elevasis/core 0.15.0 → 0.15.1

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

@@ -1,18 +1,19 @@
-import { z } from 'zod'
+import { z } from 'zod'
 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
-  label: string
-  payloadSchema?: z.ZodTypeAny
-}
-
+
+export interface Action {
+  key: string
+  label: string
+  payloadSchema?: z.ZodTypeAny
+}
+
 export interface ActionDef {
   key: string
   label: string
@@ -21,93 +22,107 @@ export interface ActionDef {
   payloadSchema?: z.ZodTypeAny
 }
 
-export const SendReplyActionPayloadSchema = z
-  .object({
-    replyBody: z.string().trim().min(1).max(10000)
-  })
-  .strict()
-
-export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
-  {
-    key: 'move_to_proposal',
-    label: 'Move to Proposal',
-    isAvailableFor: (deal) => deal.stage_key === 'interested',
-    workflowId: 'move_to_proposal-workflow'
-  },
-  {
-    key: 'move_to_closing',
-    label: 'Move to Closing',
-    isAvailableFor: (deal) => deal.stage_key === 'proposal',
-    workflowId: 'move_to_closing-workflow'
-  },
-  {
-    key: 'move_to_closed_won',
-    label: 'Close Won',
-    isAvailableFor: (deal) => deal.stage_key === 'closing',
-    workflowId: 'move_to_closed_won-workflow'
-  },
-  {
-    key: 'move_to_closed_lost',
-    label: 'Close Lost',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
-    workflowId: 'move_to_closed_lost-workflow'
-  },
-  {
-    key: 'move_to_nurturing',
-    label: 'Move to Nurturing',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
-    workflowId: 'move_to_nurturing-workflow'
-  },
-  {
+type DealActionInput = AcqDealRow & {
+  ownership?: DealOwnership
+  nextAction?: string | null
+}
+
+export const SendReplyActionPayloadSchema = z
+  .object({
+    replyBody: z.string().trim().min(1).max(10000)
+  })
+  .strict()
+
+export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
+  {
+    key: 'move_to_proposal',
+    label: 'Move to Proposal',
+    isAvailableFor: (deal) => deal.stage_key === 'interested',
+    workflowId: 'move_to_proposal-workflow'
+  },
+  {
+    key: 'move_to_closing',
+    label: 'Move to Closing',
+    isAvailableFor: (deal) => deal.stage_key === 'proposal',
+    workflowId: 'move_to_closing-workflow'
+  },
+  {
+    key: 'move_to_closed_won',
+    label: 'Close Won',
+    isAvailableFor: (deal) => deal.stage_key === 'closing',
+    workflowId: 'move_to_closed_won-workflow'
+  },
+  {
+    key: 'move_to_closed_lost',
+    label: 'Close Lost',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
+    workflowId: 'move_to_closed_lost-workflow'
+  },
+  {
+    key: 'move_to_nurturing',
+    label: 'Move to Nurturing',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
+    workflowId: 'move_to_nurturing-workflow'
+  },
+  {
     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 === CRM_DISCOVERY_REPLIED_STATE.stateKey,
-    workflowId: 'crm-send-booking-link-workflow'
-  },
-  {
-    key: 'send_nudge',
-    label: 'Send Nudge',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' &&
-      (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 === 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.
-    workflowId: 'mark_no_show-workflow'
-  },
-  {
-    key: 'rebook',
-    label: 'Rebook',
-    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[] {
+    workflowId: 'crm-send-reply-workflow',
+    payloadSchema: SendReplyActionPayloadSchema
+  },
+  {
+    key: 'send_link',
+    label: 'Send Booking Link',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_REPLIED_STATE.stateKey,
+    workflowId: 'crm-send-booking-link-workflow'
+  },
+  {
+    key: 'send_nudge',
+    label: 'Send Nudge',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' &&
+      (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 === 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.
+    workflowId: 'mark_no_show-workflow'
+  },
+  {
+    key: 'rebook',
+    label: 'Rebook',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_BOOKING_CANCELLED_STATE.stateKey,
+    workflowId: 'crm-rebook-workflow'
+  }
+]
+
+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

@@ -1,6 +1,10 @@
 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)
@@ -35,6 +39,7 @@ export {
   ExecuteActionParamsSchema,
   ExecuteActionRequestSchema,
   DealContactSummarySchema,
+  DealPrioritySchema,
   DealListItemSchema,
   DealListResponseSchema,
   DealDetailResponseSchema,
@@ -48,6 +53,10 @@ export {
   IcpRubricSchema,
   PipelineStageSchema,
   PipelineConfigSchema,
+  BuildPlanSnapshotStepSchema,
+  BuildPlanSnapshotSchema,
+  AcqListMetadataSchema,
+  ProspectingBuildTemplateIdSchema,
   ProcessingStageStatusSchema,
   ListStageCountsSchema,
   ListTelemetrySchema,
@@ -119,6 +128,7 @@ export {
   type TransitionDealStateRequest,
   type ExecuteActionParams,
   type ExecuteActionRequest,
+  type DealPriorityResponse,
   type DealListResponse,
   type DealDetailResponse,
   type DealNoteResponse,

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
 
@@ -341,10 +384,10 @@ export interface AcqDealTask {
 // ─── Progress / Telemetry Types ──────────────────────────────────────────────
 
 /**
- * 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.
- */
+ * 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
   totalCompanies: number

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,

package/src/execution/engine/tools/lead-service-types.ts

@@ -59,19 +59,20 @@ export interface CreateListParams {
   description?: string
   type?: string
   batchIds?: string[]
-  instantlyCampaignId?: string
-  status?: ListStatus
-  metadata?: Record<string, unknown>
-  scrapingConfig?: ScrapingConfig
-  icp?: IcpRubric
+  instantlyCampaignId?: string
+  status?: ListStatus
+  buildTemplateId?: string
+  metadata?: Record<string, unknown>
+  scrapingConfig?: ScrapingConfig
+  icp?: IcpRubric
   pipelineConfig?: PipelineConfig
 }
 
-export interface UpdateListParams {
-  name?: string
-  description?: string
-  batchIds?: string[]
-}
+export interface UpdateListParams {
+  name?: string
+  description?: string
+  batchIds?: string[]
+}
 
 export interface UpdateListStatusParams {
   organizationId: string
@@ -193,10 +194,14 @@ export interface UpsertDealParams {
   /** Deal origin: 'instantly', 'referral', 'inbound', 'manual' */
   sourceType?: 'instantly' | 'referral' | 'inbound' | 'manual'
   /** Optional discovery data JSONB to set on upsert */
-  discoveryData?: unknown
-  /** Optional proposal data JSONB to set on upsert */
-  proposalData?: unknown
-}
+  discoveryData?: unknown
+  /** Optional proposal data JSONB to set on upsert */
+  proposalData?: unknown
+  /** Instantly email UUID used to hydrate the reply thread */
+  instantlyThreadUuid?: string
+  /** Instantly sender account for direction detection */
+  instantlyEmailAccount?: string
+}
 
 export interface UpdateDiscoveryDataParams {
   organizationId: string
@@ -230,19 +235,26 @@ export interface UpdateCloseLostReasonParams {
   reason: string
 }
 
-export interface UpdateFeesParams {
-  organizationId: string
-  contactEmail?: string
-  dealId?: string
-  initialFee?: number
-  monthlyFee?: number
-}
-
-export interface TransitionItemParams {
-  organizationId: string
-  dealId: string
-  pipelineKey: string
-  stageKey: string
+export interface UpdateFeesParams {
+  organizationId: string
+  contactEmail?: string
+  dealId?: string
+  initialFee?: number
+  monthlyFee?: number
+}
+
+export interface CacheInstantlyThreadIdsParams {
+  organizationId: string
+  dealId: string
+  instantlyThreadUuid: string
+  instantlyEmailAccount: string
+}
+
+export interface TransitionItemParams {
+  organizationId: string
+  dealId: string
+  pipelineKey: string
+  stageKey: string
   stateKey?: string | null
   reason?: string
   expectedUpdatedAt?: string
@@ -844,9 +856,11 @@ export interface ILeadService {
 
   updateCloseLostReason(params: UpdateCloseLostReasonParams): Promise<void>
 
-  updateFees(params: UpdateFeesParams): Promise<void>
-
-  transitionItem(params: TransitionItemParams): Promise<void>
+  updateFees(params: UpdateFeesParams): Promise<void>
+
+  cacheInstantlyThreadIds(params: CacheInstantlyThreadIdsParams): Promise<void>
+
+  transitionItem(params: TransitionItemParams): Promise<void>
 
   setContactNurture(params: SetContactNurtureParams): Promise<void>
 

package/src/execution/engine/tools/platform/acquisition/list-tools.ts

@@ -38,13 +38,14 @@ export function createAcqListCreateTool(): Tool {
       if (!leadService) throw serviceUnavailable('LeadService')
       if (!executionContext?.organizationId) throw serviceUnavailable('ExecutionContext', { reason: 'organizationId required for multi-tenant isolation' })
 
-      const typedInput = input as { name: string; description?: string }
+      const typedInput = input as { name: string; description?: string; buildTemplateId?: string }
 
       const result = await leadService.createList({
-        organizationId: executionContext.organizationId,
-        name: typedInput.name,
-        description: typedInput.description
-      })
+        organizationId: executionContext.organizationId,
+        name: typedInput.name,
+        description: typedInput.description,
+        buildTemplateId: typedInput.buildTemplateId
+      })
 
       return {
         id: result.id,

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

@@ -1,4 +1,5 @@
 import { z } from 'zod'
+import { isProspectingBuildTemplateId } from '../../../../../business/acquisition/build-templates'
 
 // ============================================
 // LIST SCHEMAS
@@ -6,7 +7,8 @@ import { z } from 'zod'
 
 export const CreateListInputSchema = z.object({
   name: z.string().min(1),
-  description: z.string().optional()
+  description: z.string().optional(),
+  buildTemplateId: z.string().refine(isProspectingBuildTemplateId).optional()
 })
 
 export const UpdateListInputSchema = z.object({

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

@@ -557,9 +557,10 @@ 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,

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

@@ -243,6 +243,7 @@ import type {
   MarkProposalReviewedParams,
   UpdateCloseLostReasonParams,
   UpdateFeesParams,
+  CacheInstantlyThreadIdsParams,
   TransitionItemParams,
   SetContactNurtureParams,
   CancelSchedulesAndHitlByEmailParams,
@@ -567,7 +568,7 @@ export type MillionVerifierToolMap = {
 }
 
 // ---------------------------------------------------------------------------
-// Lead (platform tool, 46 methods)
+// Lead (platform tool, 56 methods)
 // ---------------------------------------------------------------------------
 
 export type LeadToolMap = {
@@ -628,6 +629,7 @@ export type LeadToolMap = {
   markProposalReviewed: { params: Omit<MarkProposalReviewedParams, 'organizationId'>; result: void }
   updateCloseLostReason: { params: Omit<UpdateCloseLostReasonParams, 'organizationId'>; result: void }
   updateFees: { params: Omit<UpdateFeesParams, 'organizationId'>; result: void }
+  cacheInstantlyThreadIds: { params: Omit<CacheInstantlyThreadIdsParams, 'organizationId'>; result: void }
   transitionItem: { params: Omit<TransitionItemParams, 'organizationId'>; result: void }
   setContactNurture: { params: Omit<SetContactNurtureParams, 'organizationId'>; result: void }
   cancelSchedulesAndHitlByEmail: {