@elevasis/core 0.15.0 → 0.16.0

package/dist/test-utils/index.js

@@ -19416,11 +19416,82 @@ function makeTask(overrides = {}) {
     ...overrides
   });
 }
+var ORGANIZATION_MODEL_ICON_TOKENS = [
+  "nav.dashboard",
+  "nav.sales",
+  "nav.crm",
+  "nav.lead-gen",
+  "nav.projects",
+  "nav.operations",
+  "nav.monitoring",
+  "nav.knowledge",
+  "nav.settings",
+  "nav.admin",
+  "nav.archive",
+  "knowledge.playbook",
+  "knowledge.strategy",
+  "knowledge.reference",
+  "feature.dashboard",
+  "feature.sales",
+  "feature.crm",
+  "feature.finance",
+  "feature.lead-gen",
+  "feature.platform",
+  "feature.projects",
+  "feature.operations",
+  "feature.knowledge",
+  "feature.monitoring",
+  "feature.settings",
+  "feature.admin",
+  "feature.archive",
+  "feature.seo",
+  "resource.agent",
+  "resource.workflow",
+  "resource.integration",
+  "resource.database",
+  "resource.user",
+  "resource.team",
+  "integration.gmail",
+  "integration.google-sheets",
+  "integration.attio",
+  "surface.dashboard",
+  "surface.overview",
+  "surface.command-view",
+  "surface.command-queue",
+  "surface.pipeline",
+  "surface.lists",
+  "surface.resources",
+  "surface.settings",
+  "status.success",
+  "status.error",
+  "status.warning",
+  "status.info",
+  "status.pending",
+  "action.approve",
+  "action.reject",
+  "action.retry",
+  "action.edit",
+  "action.view",
+  "action.launch",
+  "action.message",
+  "action.escalate",
+  "action.promote",
+  "action.submit",
+  "action.email"
+];
+var CustomIconTokenSchema = z.string().trim().max(80).regex(/^custom\.[a-z0-9]+(?:[-._][a-z0-9]+)*$/, "Custom icon tokens must start with custom.");
+var OrganizationModelBuiltinIconTokenSchema = z.enum(ORGANIZATION_MODEL_ICON_TOKENS);
+var OrganizationModelIconTokenSchema = z.union([
+  OrganizationModelBuiltinIconTokenSchema,
+  CustomIconTokenSchema
+]);
+
+// src/organization-model/domains/shared.ts
 var ModelIdSchema = z.string().trim().min(1).max(100).regex(/^[a-z0-9]+(?:[-._][a-z0-9]+)*$/, "IDs must be lowercase and use -, _, or . separators");
 var LabelSchema = z.string().trim().min(1).max(120);
 var DescriptionSchema = z.string().trim().min(1).max(2e3);
 var ColorTokenSchema = z.string().trim().min(1).max(50);
-var IconNameSchema = z.string().trim().min(1).max(80);
+var IconNameSchema = OrganizationModelIconTokenSchema;
 var PathSchema = z.string().trim().startsWith("/").max(300);
 var ReferenceIdsSchema = z.array(ModelIdSchema).default([]);
 var DisplayMetadataSchema = z.object({
@@ -19608,7 +19679,7 @@ var DEFAULT_ORGANIZATION_MODEL_PROJECTS = {
   ]
 };
 var NodeIdPathSchema = z.string().trim().min(1).max(100).regex(/^([a-z0-9-]+)(\.[a-z0-9-]+)*$/, "Node IDs must be lowercase dotted paths");
-z.string().trim().min(1).max(200).regex(/^[a-z]+:([a-z0-9-]+)(\.[a-z0-9-]+)*$/, "Node references must use kind:dotted-path");
+var NodeIdStringSchema = z.string().trim().min(1).max(200).regex(/^[a-z]+:([a-z0-9-]+)(\.[a-z0-9-]+)*$/, "Node references must use kind:dotted-path");
 var UiPositionSchema = z.enum(["sidebar-primary", "sidebar-bottom"]);
 var FeatureSchema = z.object({
   id: NodeIdPathSchema,
@@ -19626,13 +19697,33 @@ var ProspectingLifecycleStageSchema = DisplayMetadataSchema.extend({
   id: ModelIdSchema,
   order: z.number().int().min(0)
 });
+var 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"]
+});
+var ProspectingBuildTemplateSchema = DisplayMetadataSchema.extend({
+  id: ModelIdSchema,
+  steps: z.array(ProspectingBuildTemplateStepSchema).min(1)
+});
 var 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)
 });
 var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
   listEntityId: "leadgen.list",
@@ -19648,6 +19739,183 @@ var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
     { 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: 1e3
+        },
+        {
+          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
+        }
+      ]
+    }
   ]
 };
 var SurfaceTypeSchema = z.enum(["page", "dashboard", "graph", "detail", "list", "settings"]);
@@ -20071,6 +20339,31 @@ var DEFAULT_ORGANIZATION_MODEL_STATUSES = {
     { id: "request.wont_fix", label: "Won't Fix", semanticClass: "request", category: "request" }
   ]
 };
+var KnowledgeLinkSchema = z.object({
+  nodeId: NodeIdStringSchema
+});
+var OrgKnowledgeKindSchema = z.enum(["playbook", "strategy", "reference"]);
+var OrgKnowledgeNodeSchema = z.object({
+  id: ModelIdSchema,
+  kind: OrgKnowledgeKindSchema,
+  title: z.string().trim().min(1).max(200),
+  summary: z.string().trim().min(1).max(1e3),
+  icon: IconNameSchema.optional(),
+  /** Raw MDX string. Phase 2 will introduce a structured block format. */
+  body: z.string().trim().min(1),
+  /**
+   * Graph links to other OM nodes this knowledge node governs.
+   * Each link emits a `governs` edge: knowledge-node -> target node.
+   */
+  links: z.array(KnowledgeLinkSchema).default([]),
+  /** Identifiers of the roles or members who own this knowledge node. */
+  ownerIds: z.array(ModelIdSchema).default([]),
+  /** ISO date string (YYYY-MM-DD or full ISO 8601) of last meaningful update. */
+  updatedAt: z.string().trim().min(1).max(50)
+});
+var KnowledgeDomainSchema = z.object({
+  nodes: z.array(OrgKnowledgeNodeSchema).default([])
+});
 
 // src/organization-model/schema.ts
 var OrganizationModelSchemaBase = z.object({
@@ -20087,7 +20380,8 @@ var OrganizationModelSchemaBase = z.object({
   roles: RolesDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_ROLES),
   goals: GoalsDomainSchema.default(DEFAULT_ORGANIZATION_MODEL_GOALS),
   statuses: StatusesDomainSchema.default({ entries: [] }),
-  operations: OperationsDomainSchema.default({ entries: [] })
+  operations: OperationsDomainSchema.default({ entries: [] }),
+  knowledge: KnowledgeDomainSchema.default({ nodes: [] })
 });
 function addIssue(ctx, path, message) {
   ctx.addIssue({
@@ -20122,7 +20416,11 @@ var OrganizationModelSchema = OrganizationModelSchemaBase.superRefine((model, ct
     if (segments.length > 1) {
       const parentId = segments.slice(0, -1).join(".");
       if (!featuresById.has(parentId)) {
-        addIssue(ctx, ["features", featureIndex, "id"], `Feature "${feature.id}" references unknown parent "${parentId}"`);
+        addIssue(
+          ctx,
+          ["features", featureIndex, "id"],
+          `Feature "${feature.id}" references unknown parent "${parentId}"`
+        );
       }
     }
     const hasChildren = model.features.some(
@@ -20182,6 +20480,9 @@ var OrganizationModelSchema = OrganizationModelSchemaBase.superRefine((model, ct
 });
 
 // src/organization-model/defaults.ts
+var DEFAULT_ORGANIZATION_MODEL_KNOWLEDGE = {
+  nodes: []
+};
 var DEFAULT_ORGANIZATION_MODEL = {
   version: 1,
   features: [
@@ -20190,16 +20491,39 @@ var DEFAULT_ORGANIZATION_MODEL = {
       label: "Dashboard",
       enabled: true,
       path: "/",
-      icon: "dashboard",
+      icon: "feature.dashboard",
       uiPosition: "sidebar-primary"
     },
+    {
+      id: "identity",
+      label: "Identity",
+      description: "Company identity, positioning, and market context",
+      enabled: true,
+      color: "indigo"
+    },
+    {
+      id: "platform",
+      label: "Platform",
+      description: "Elevasis platform architecture, capabilities, and implementation patterns",
+      enabled: true,
+      color: "cyan",
+      icon: "feature.platform"
+    },
+    {
+      id: "finance",
+      label: "Finance",
+      description: "Finance operations, accounting, billing, reconciliation, and tax prep",
+      enabled: true,
+      color: "green",
+      icon: "feature.finance"
+    },
     {
       id: "sales",
       label: "Sales",
       description: "Revenue workflows and customer acquisition",
       enabled: true,
       color: "blue",
-      icon: "crm",
+      icon: "feature.sales",
       uiPosition: "sidebar-primary"
     },
     {
@@ -20208,7 +20532,7 @@ var DEFAULT_ORGANIZATION_MODEL = {
       description: "Relationship pipeline and deal management",
       enabled: true,
       color: "blue",
-      icon: "crm",
+      icon: "feature.crm",
       path: "/crm"
     },
     {
@@ -20217,7 +20541,7 @@ var DEFAULT_ORGANIZATION_MODEL = {
       description: "Prospecting, qualification, and outreach preparation",
       enabled: true,
       color: "cyan",
-      icon: "lead-gen",
+      icon: "feature.lead-gen",
       path: "/lead-gen"
     },
     {
@@ -20226,7 +20550,7 @@ var DEFAULT_ORGANIZATION_MODEL = {
       description: "Projects, milestones, and client work execution",
       enabled: true,
       color: "orange",
-      icon: "projects",
+      icon: "feature.projects",
       path: "/projects",
       uiPosition: "sidebar-primary"
     },
@@ -20236,14 +20560,14 @@ var DEFAULT_ORGANIZATION_MODEL = {
       description: "Operational resources, topology, and orchestration visibility",
       enabled: true,
       color: "violet",
-      icon: "operations",
+      icon: "feature.operations",
       uiPosition: "sidebar-primary"
     },
     {
-      id: "operations.command-view",
+      id: "knowledge.command-view",
       label: "Command View",
       enabled: true,
-      path: "/operations/command-view",
+      path: "/knowledge/command-view",
       devOnly: true
     },
     {
@@ -20322,7 +20646,7 @@ var DEFAULT_ORGANIZATION_MODEL = {
       id: "settings",
       label: "Settings",
       enabled: true,
-      icon: "settings",
+      icon: "feature.settings",
       uiPosition: "sidebar-bottom"
     },
     {
@@ -20378,7 +20702,7 @@ var DEFAULT_ORGANIZATION_MODEL = {
       label: "Admin",
       enabled: true,
       path: "/admin",
-      icon: "settings",
+      icon: "feature.admin",
       uiPosition: "sidebar-bottom",
       requiresAdmin: true
     },
@@ -20417,7 +20741,7 @@ var DEFAULT_ORGANIZATION_MODEL = {
       label: "Archive",
       enabled: true,
       path: "/archive",
-      icon: "archive",
+      icon: "feature.archive",
       uiPosition: "sidebar-bottom",
       devOnly: true
     },
@@ -20438,6 +20762,21 @@ var DEFAULT_ORGANIZATION_MODEL = {
       label: "SEO",
       enabled: false,
       path: "/seo"
+    },
+    {
+      id: "knowledge",
+      label: "Knowledge",
+      description: "Operational knowledge, playbooks, and strategy docs",
+      enabled: true,
+      color: "teal",
+      icon: "feature.knowledge",
+      uiPosition: "sidebar-primary"
+    },
+    {
+      id: "knowledge.base",
+      label: "Knowledge Base",
+      enabled: true,
+      path: "/knowledge"
     }
   ],
   branding: DEFAULT_ORGANIZATION_MODEL_BRANDING,
@@ -20451,7 +20790,8 @@ var DEFAULT_ORGANIZATION_MODEL = {
   roles: DEFAULT_ORGANIZATION_MODEL_ROLES,
   goals: DEFAULT_ORGANIZATION_MODEL_GOALS,
   statuses: DEFAULT_ORGANIZATION_MODEL_STATUSES,
-  operations: DEFAULT_ORGANIZATION_MODEL_OPERATIONS
+  operations: DEFAULT_ORGANIZATION_MODEL_OPERATIONS,
+  knowledge: DEFAULT_ORGANIZATION_MODEL_KNOWLEDGE
 };
 
 // src/organization-model/resolve.ts

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elevasis/core",
-  "version": "0.15.0",
+  "version": "0.16.0",
   "license": "MIT",
   "description": "Minimal shared constants across Elevasis monorepo",
   "sideEffects": false,
@@ -27,6 +27,10 @@
     "./entities": {
       "types": "./dist/business/entities-published.d.ts",
       "import": "./dist/business/entities-published.js"
+    },
+    "./knowledge": {
+      "types": "./dist/knowledge/index.d.ts",
+      "import": "./dist/knowledge/index.js"
     }
   },
   "devDependencies": {

package/src/__tests__/publish.test.ts

@@ -1,15 +1,15 @@
-import { readFileSync } from 'node:fs'
-import path from 'node:path'
-import { describe, expect, it } from 'vitest'
-
-const packageJsonPath = path.resolve(__dirname, '../../package.json')
-const packageJson = JSON.parse(readFileSync(packageJsonPath, 'utf-8')) as {
-  publishConfig?: {
-    name?: string
-    exports?: Record<string, unknown>
-  }
-}
-
+import { readFileSync } from 'node:fs'
+import path from 'node:path'
+import { describe, expect, it } from 'vitest'
+
+const packageJsonPath = path.resolve(__dirname, '../../package.json')
+const packageJson = JSON.parse(readFileSync(packageJsonPath, 'utf-8')) as {
+  publishConfig?: {
+    name?: string
+    exports?: Record<string, unknown>
+  }
+}
+
 describe('core publish surface', () => {
   it('publishes the curated @elevasis/core organization-model wrapper', () => {
     expect(packageJson.publishConfig?.name).toBe('@elevasis/core')
@@ -17,7 +17,8 @@ describe('core publish surface', () => {
       '.',
       './test-utils',
       './organization-model',
-      './entities'
+      './entities',
+      './knowledge'
     ])
   })
 })

package/src/__tests__/template-core-compatibility.test.ts

@@ -27,28 +27,28 @@ describe('template core compatibility', () => {
         id: 'operations',
         label: 'Operations',
         surfaceType: 'dashboard',
-        expectedIcon: 'operations',
+        expectedIcon: 'feature.operations',
         expectedPath: '/operations',
       },
       {
         id: PROJECTS_FEATURE_ID,
         label: 'Projects',
         surfaceType: 'list',
-        expectedIcon: 'projects',
+        expectedIcon: 'feature.projects',
         expectedPath: '/projects',
       },
       {
         id: 'lead-gen',
         label: 'Lead Gen',
         surfaceType: 'list',
-        expectedIcon: 'lead-gen',
+        expectedIcon: 'feature.lead-gen',
         expectedPath: '/lead-gen',
       },
       {
         id: 'crm',
         label: 'CRM',
         surfaceType: 'graph',
-        expectedIcon: 'crm',
+        expectedIcon: 'feature.crm',
         expectedPath: '/crm',
       }
     ] as const