@elevasis/core 0.15.0 → 0.16.0

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

@@ -6,13 +6,35 @@ export const ProspectingLifecycleStageSchema = DisplayMetadataSchema.extend({
   order: z.number().int().min(0)
 })
 
+export const ProspectingBuildTemplateStepSchema = DisplayMetadataSchema.extend({
+  id: ModelIdSchema,
+  primaryEntity: z.enum(['company', 'contact']),
+  outputs: z.array(z.enum(['company', 'contact', 'export'])).min(1),
+  stageKey: ModelIdSchema,
+  dependsOn: z.array(ModelIdSchema).optional(),
+  dependencyMode: z.literal('per-record-eligibility'),
+  capabilityKey: ModelIdSchema,
+  defaultBatchSize: z.number().int().positive(),
+  maxBatchSize: z.number().int().positive()
+}).refine((step) => step.defaultBatchSize <= step.maxBatchSize, {
+  message: 'defaultBatchSize must be less than or equal to maxBatchSize',
+  path: ['defaultBatchSize']
+})
+
+export const ProspectingBuildTemplateSchema = DisplayMetadataSchema.extend({
+  id: ModelIdSchema,
+  steps: z.array(ProspectingBuildTemplateStepSchema).min(1)
+})
+
 export const OrganizationModelProspectingSchema = z.object({
   listEntityId: ModelIdSchema,
   companyEntityId: ModelIdSchema,
   contactEntityId: ModelIdSchema,
   description: DescriptionSchema.optional(),
   companyStages: z.array(ProspectingLifecycleStageSchema).min(1),
-  contactStages: z.array(ProspectingLifecycleStageSchema).min(1)
+  contactStages: z.array(ProspectingLifecycleStageSchema).min(1),
+  defaultBuildTemplateId: ModelIdSchema,
+  buildTemplates: z.array(ProspectingBuildTemplateSchema).min(1)
 })
 
 export const DEFAULT_ORGANIZATION_MODEL_PROSPECTING: z.infer<typeof OrganizationModelProspectingSchema> = {
@@ -29,5 +51,186 @@ export const DEFAULT_ORGANIZATION_MODEL_PROSPECTING: z.infer<typeof Organization
     { id: 'verified', label: 'Verified', order: 2 },
     { id: 'personalized', label: 'Personalized', order: 3 },
     { id: 'uploaded', label: 'Uploaded', order: 4 }
+  ],
+  defaultBuildTemplateId: 'local-services',
+  buildTemplates: [
+    {
+      id: 'local-services',
+      label: 'Local Services Prospecting',
+      description:
+        'Curated local-services list build using company sourcing, website analysis, qualification, contact discovery, verification, personalization, and review.',
+      steps: [
+        {
+          id: 'source-companies',
+          label: 'Source companies',
+          primaryEntity: 'company',
+          outputs: ['company'],
+          stageKey: 'populated',
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.company.source',
+          defaultBatchSize: 100,
+          maxBatchSize: 250
+        },
+        {
+          id: 'analyze-websites',
+          label: 'Analyze websites',
+          primaryEntity: 'company',
+          outputs: ['company'],
+          stageKey: 'extracted',
+          dependsOn: ['source-companies'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.company.website-extract',
+          defaultBatchSize: 50,
+          maxBatchSize: 100
+        },
+        {
+          id: 'qualify-companies',
+          label: 'Qualify companies',
+          primaryEntity: 'company',
+          outputs: ['company'],
+          stageKey: 'qualified',
+          dependsOn: ['analyze-websites'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.company.qualify',
+          defaultBatchSize: 100,
+          maxBatchSize: 250
+        },
+        {
+          id: 'find-contacts',
+          label: 'Find contacts',
+          primaryEntity: 'contact',
+          outputs: ['contact'],
+          stageKey: 'discovered',
+          dependsOn: ['qualify-companies'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.contact.discover',
+          defaultBatchSize: 50,
+          maxBatchSize: 100
+        },
+        {
+          id: 'verify-emails',
+          label: 'Verify emails',
+          primaryEntity: 'contact',
+          outputs: ['contact'],
+          stageKey: 'verified',
+          dependsOn: ['find-contacts'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.contact.verify-email',
+          defaultBatchSize: 100,
+          maxBatchSize: 500
+        },
+        {
+          id: 'personalize',
+          label: 'Personalize',
+          primaryEntity: 'contact',
+          outputs: ['contact'],
+          stageKey: 'personalized',
+          dependsOn: ['verify-emails'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.contact.personalize',
+          defaultBatchSize: 25,
+          maxBatchSize: 100
+        },
+        {
+          id: 'review',
+          label: 'Review',
+          primaryEntity: 'contact',
+          outputs: ['export'],
+          stageKey: 'uploaded',
+          dependsOn: ['personalize'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.review.outreach-ready',
+          defaultBatchSize: 25,
+          maxBatchSize: 100
+        }
+      ]
+    },
+    {
+      id: 'dtc-subscription-apollo-clickup',
+      label: 'DTC Subscription Apollo Export',
+      description:
+        'Prospecting pipeline for DTC subscription or subscription-ready brands where Apollo is the source and contact-enrichment layer, Elevasis handles company research and fit scoring, and approved leads export as an approved lead list.',
+      steps: [
+        {
+          id: 'import-apollo-search',
+          label: 'Import Apollo search',
+          description: 'Pull companies and seed contact data from a predefined Apollo search or list.',
+          primaryEntity: 'company',
+          outputs: ['company', 'contact'],
+          stageKey: 'populated',
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.company.apollo-import',
+          defaultBatchSize: 250,
+          maxBatchSize: 1000
+        },
+        {
+          id: 'analyze-websites',
+          label: 'Analyze websites',
+          description: 'Extract subscription, product, retention, and tech-stack signals from each brand website.',
+          primaryEntity: 'company',
+          outputs: ['company'],
+          stageKey: 'extracted',
+          dependsOn: ['import-apollo-search'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.company.website-extract',
+          defaultBatchSize: 50,
+          maxBatchSize: 100
+        },
+        {
+          id: 'score-dtc-fit',
+          label: 'Score DTC fit',
+          description:
+            'Classify subscription potential, consumable-product fit, retention maturity, and disqualifiers.',
+          primaryEntity: 'company',
+          outputs: ['company'],
+          stageKey: 'qualified',
+          dependsOn: ['analyze-websites'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.company.dtc-subscription-qualify',
+          defaultBatchSize: 100,
+          maxBatchSize: 250
+        },
+        {
+          id: 'enrich-decision-makers',
+          label: 'Enrich decision-makers',
+          description:
+            'Use Apollo to find qualified contacts such as founders, retention leads, lifecycle leads, and marketing owners.',
+          primaryEntity: 'contact',
+          outputs: ['contact'],
+          stageKey: 'discovered',
+          dependsOn: ['score-dtc-fit'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.contact.apollo-decision-maker-enrich',
+          defaultBatchSize: 100,
+          maxBatchSize: 250
+        },
+        {
+          id: 'verify-emails',
+          label: 'Verify emails',
+          description: 'Verify deliverability before the QC and handoff step.',
+          primaryEntity: 'contact',
+          outputs: ['contact'],
+          stageKey: 'verified',
+          dependsOn: ['enrich-decision-makers'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.contact.verify-email',
+          defaultBatchSize: 250,
+          maxBatchSize: 500
+        },
+        {
+          id: 'review-and-export',
+          label: 'Review and export',
+          description: 'Operator QC approves or rejects leads, then approved records are exported as a lead list.',
+          primaryEntity: 'company',
+          outputs: ['export'],
+          stageKey: 'uploaded',
+          dependsOn: ['verify-emails'],
+          dependencyMode: 'per-record-eligibility',
+          capabilityKey: 'lead-gen.export.list',
+          defaultBatchSize: 100,
+          maxBatchSize: 250
+        }
+      ]
+    }
   ]
 }

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

@@ -9,6 +9,8 @@ import {
   CRM_FOLLOWUP_1_SENT_STATE,
   CRM_FOLLOWUP_2_SENT_STATE,
   CRM_FOLLOWUP_3_SENT_STATE,
+  CRM_PRIORITY_BUCKETS,
+  DEFAULT_CRM_PRIORITY_RULE_CONFIG,
   getValidStatesForStage,
   findPipeline,
   ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE,
@@ -96,6 +98,33 @@ describe('CRM state constant shapes', () => {
   })
 })
 
+describe('DEFAULT_CRM_PRIORITY_RULE_CONFIG', () => {
+  it('defines the canonical CRM priority buckets in sort order', () => {
+    expect(CRM_PRIORITY_BUCKETS.map((bucket) => bucket.bucketKey)).toEqual([
+      'needs_response',
+      'follow_up_due',
+      'waiting',
+      'stale',
+      'closed_low'
+    ])
+    expect(CRM_PRIORITY_BUCKETS.map((bucket) => bucket.rank)).toEqual([10, 20, 30, 40, 50])
+  })
+
+  it('includes display metadata for each bucket', () => {
+    for (const bucket of CRM_PRIORITY_BUCKETS) {
+      expect(bucket.label).toEqual(expect.any(String))
+      expect(bucket.rank).toEqual(expect.any(Number))
+      expect(bucket.color).toEqual(expect.any(String))
+    }
+  })
+
+  it('maps CRM states and closed stages into priority rules', () => {
+    expect(DEFAULT_CRM_PRIORITY_RULE_CONFIG.closedStageKeys).toEqual(['closed_won', 'closed_lost'])
+    expect(DEFAULT_CRM_PRIORITY_RULE_CONFIG.followUpAfterDaysByStateKey.discovery_link_sent).toBe(3)
+    expect(DEFAULT_CRM_PRIORITY_RULE_CONFIG.staleAfterDays).toBeGreaterThan(0)
+  })
+})
+
 describe('getValidStatesForStage', () => {
   it('returns all 8 states for the interested stage', () => {
     const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'interested')

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

@@ -151,6 +151,24 @@ export interface StatefulPipelineDefinition {
   stages: StatefulStageDefinition[]
 }
 
+export type CrmPriorityBucketKey = 'needs_response' | 'follow_up_due' | 'waiting' | 'stale' | 'closed_low'
+
+export interface CrmPriorityBucketDefinition {
+  bucketKey: CrmPriorityBucketKey
+  label: string
+  /** Lower ranks sort first in deal lists and pipeline columns. */
+  rank: number
+  /** UI color token. Consumers may map this to their design system. */
+  color: string
+}
+
+export interface CrmPriorityRuleConfig {
+  buckets: CrmPriorityBucketDefinition[]
+  closedStageKeys: string[]
+  followUpAfterDaysByStateKey: Record<string, number>
+  staleAfterDays: number
+}
+
 /**
  * Find a pipeline definition by pipeline_key within an array of definitions.
  * Preferred over direct array indexing since the model is array-based (not keyed).
@@ -252,6 +270,90 @@ export const CRM_PIPELINE_DEFINITION: StatefulPipelineDefinition = {
   ]
 }
 
+export const CRM_PRIORITY_BUCKETS: CrmPriorityBucketDefinition[] = [
+  { bucketKey: 'needs_response', label: 'Needs Response', rank: 10, color: 'red' },
+  { bucketKey: 'follow_up_due', label: 'Follow-up Due', rank: 20, color: 'orange' },
+  { bucketKey: 'waiting', label: 'Waiting', rank: 30, color: 'blue' },
+  { bucketKey: 'stale', label: 'Stale', rank: 40, color: 'gray' },
+  { bucketKey: 'closed_low', label: 'Closed', rank: 50, color: 'dark' }
+]
+
+export const DEFAULT_CRM_PRIORITY_RULE_CONFIG: CrmPriorityRuleConfig = {
+  buckets: CRM_PRIORITY_BUCKETS,
+  closedStageKeys: ['closed_won', 'closed_lost'],
+  followUpAfterDaysByStateKey: {
+    discovery_link_sent: 3,
+    discovery_nudging: 2,
+    reply_sent: 3,
+    followup_1_sent: 3,
+    followup_2_sent: 5,
+    followup_3_sent: 7
+  },
+  staleAfterDays: 14
+}
+
+// ============================================================================
+// CRM Next-Action Rule Config
+//
+// Maps (state_key, ownership) → suggested action key from DEFAULT_CRM_ACTIONS.
+// Per-org overrides live at organizations.config.crm.next_actions; merged at
+// evaluator read time (same pattern as priority). The evaluator returns the
+// action's `key` string, or null for closed deals / unrecognised combinations.
+// ============================================================================
+
+export interface CrmNextActionMapping {
+  /** state_key to match, or '*' for any state. */
+  stateKey: string
+  /** ownership value to match ('us' | 'them'), or '*' for any. */
+  ownership: 'us' | 'them' | '*'
+  /** Action key from DEFAULT_CRM_ACTIONS (or a custom org-defined key). */
+  actionKey: string
+  /**
+   * When true, this mapping only fires if age >= staleAfterDays.
+   * Defaults to false.
+   */
+  requiresStale?: boolean
+}
+
+export interface CrmNextActionRuleConfig {
+  mappings: CrmNextActionMapping[]
+  /** Fallback action key when ownership === 'us' and no explicit mapping matches. */
+  ownershipUsFallback: string
+}
+
+/**
+ * Default next-action rule config. Evaluated in order — first match wins.
+ *
+ * Mapping table (state_key, ownership) → action_key:
+ *   (discovery_link_sent, 'them')  → 'send_nudge'  (after staleAfterDays)
+ *   (discovery_replied,   'us')    → 'send_reply'
+ *   (discovery_nudging,   'them')  → 'send_nudge'
+ *   (*,                   'us')    → ownershipUsFallback ('send_reply')
+ *
+ * Closed deals → null (handled before mapping evaluation).
+ */
+export const DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG: CrmNextActionRuleConfig = {
+  mappings: [
+    {
+      stateKey: 'discovery_link_sent',
+      ownership: 'them',
+      actionKey: 'send_nudge',
+      requiresStale: true
+    },
+    {
+      stateKey: 'discovery_replied',
+      ownership: 'us',
+      actionKey: 'send_reply'
+    },
+    {
+      stateKey: 'discovery_nudging',
+      ownership: 'them',
+      actionKey: 'send_nudge'
+    }
+  ],
+  ownershipUsFallback: 'send_reply'
+}
+
 /** Common states that appear across multiple stages. */
 const PENDING_STATE: StatefulStateDefinition = { stateKey: 'pending', label: 'Pending' }
 

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

@@ -1,4 +1,5 @@
-import { z } from 'zod'
+import { z } from 'zod'
+import { OrganizationModelIconTokenSchema } from '../icons'
 
 export const ModelIdSchema = z
   .string()
@@ -8,10 +9,10 @@ export const ModelIdSchema = z
   .regex(/^[a-z0-9]+(?:[-._][a-z0-9]+)*$/, 'IDs must be lowercase and use -, _, or . separators')
 
 export const LabelSchema = z.string().trim().min(1).max(120)
-export const DescriptionSchema = z.string().trim().min(1).max(2000)
-export const ColorTokenSchema = z.string().trim().min(1).max(50)
-export const IconNameSchema = z.string().trim().min(1).max(80)
-export const PathSchema = z.string().trim().startsWith('/').max(300)
+export const DescriptionSchema = z.string().trim().min(1).max(2000)
+export const ColorTokenSchema = z.string().trim().min(1).max(50)
+export const IconNameSchema = OrganizationModelIconTokenSchema
+export const PathSchema = z.string().trim().startsWith('/').max(300)
 
 export const ReferenceIdsSchema = z.array(ModelIdSchema).default([])
 

package/src/organization-model/foundation.ts

@@ -1,9 +1,13 @@
 import { resolveOrganizationModel } from './resolve'
+import type { OrganizationModelBuiltinIconToken } from './icons'
 import type { DeepPartial, OrganizationModel, OrganizationModelFeature } from './types'
 
 export type FoundationSurfaceType = 'page' | 'dashboard' | 'graph' | 'detail' | 'list' | 'settings'
 
-export type FoundationSurfaceIcon = 'dashboard' | 'crm' | 'lead-gen' | 'projects' | 'operations' | 'settings'
+export type FoundationSurfaceIcon = Extract<
+  OrganizationModelBuiltinIconToken,
+  'feature.dashboard' | 'feature.crm' | 'feature.lead-gen' | 'feature.projects' | 'feature.operations' | 'feature.settings'
+>
 
 export interface FoundationNavigationSurface extends Omit<OrganizationModelFeature, 'icon' | 'uiPosition'> {
   icon?: FoundationSurfaceIcon
@@ -50,11 +54,11 @@ export function createFoundationOrganizationModel(override: DeepPartial<Organiza
   const crmFeature = requireCoreFeature('sales.crm')
 
   const navigationSurfaces: FoundationNavigationSurface[] = [
-    { ...operationsFeature, id: 'operations', path: '/operations', icon: 'operations', surfaceType: 'dashboard' },
-    { ...projectsFeature, icon: 'projects', surfaceType: 'list' },
-    { ...leadGenFeature, id: 'lead-gen', icon: 'lead-gen', surfaceType: 'list' },
-    { ...crmFeature, id: 'crm', icon: 'crm', surfaceType: 'graph' },
-    { ...requireCoreFeature('settings.account'), id: 'settings', icon: 'settings', surfaceType: 'settings' }
+    { ...operationsFeature, id: 'operations', path: '/operations', icon: 'feature.operations', surfaceType: 'dashboard' },
+    { ...projectsFeature, icon: 'feature.projects', surfaceType: 'list' },
+    { ...leadGenFeature, id: 'lead-gen', icon: 'feature.lead-gen', surfaceType: 'list' },
+    { ...crmFeature, id: 'crm', icon: 'feature.crm', surfaceType: 'graph' },
+    { ...requireCoreFeature('settings.account'), id: 'settings', icon: 'feature.settings', surfaceType: 'settings' }
   ]
 
   const homeLabel = 'Dashboard'