@elevasis/core 0.15.0 → 0.16.0

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,