@elevasis/core 0.18.0 → 0.20.0

package/dist/organization-model/index.js

@@ -3,6 +3,7 @@ import { z } from 'zod';
 // src/organization-model/schema.ts
 var ORGANIZATION_MODEL_ICON_TOKENS = [
   "nav.dashboard",
+  "nav.calendar",
   "nav.sales",
   "nav.crm",
   "nav.lead-gen",
@@ -17,6 +18,7 @@ var ORGANIZATION_MODEL_ICON_TOKENS = [
   "knowledge.strategy",
   "knowledge.reference",
   "feature.dashboard",
+  "feature.calendar",
   "feature.sales",
   "feature.crm",
   "feature.finance",
@@ -40,6 +42,7 @@ var ORGANIZATION_MODEL_ICON_TOKENS = [
   "integration.google-sheets",
   "integration.attio",
   "surface.dashboard",
+  "surface.calendar",
   "surface.overview",
   "surface.command-view",
   "surface.command-queue",
@@ -220,6 +223,89 @@ var DEFAULT_ORGANIZATION_MODEL_SALES = {
     }
   ]
 };
+var LEAD_GEN_STAGE_CATALOG = {
+  // Prospecting — company population
+  scraped: {
+    key: "scraped",
+    label: "Scraped",
+    description: "Company was scraped from a source directory (Apify actor run).",
+    order: 1,
+    entity: "company"
+  },
+  populated: {
+    key: "populated",
+    label: "Companies found",
+    description: "Companies have been found and added to the lead-gen list.",
+    order: 2,
+    entity: "company"
+  },
+  extracted: {
+    key: "extracted",
+    label: "Websites analyzed",
+    description: "Company websites have been analyzed for business signals.",
+    order: 3,
+    entity: "company"
+  },
+  enriched: {
+    key: "enriched",
+    label: "Enriched",
+    description: "Company or contact enriched with third-party data (e.g. Tomba, Anymailfinder).",
+    order: 4,
+    entity: "company"
+  },
+  "decision-makers-enriched": {
+    key: "decision-makers-enriched",
+    label: "Decision-makers found",
+    description: "Decision-maker contacts discovered and attached to a qualified company.",
+    order: 6,
+    entity: "company"
+  },
+  // Prospecting — contact discovery
+  discovered: {
+    key: "discovered",
+    label: "Decision-makers found",
+    description: "Decision-maker contact details have been found.",
+    order: 5,
+    entity: "contact"
+  },
+  verified: {
+    key: "verified",
+    label: "Emails verified",
+    description: "Contact email addresses have been checked for deliverability.",
+    order: 7,
+    entity: "contact"
+  },
+  // Qualification
+  qualified: {
+    key: "qualified",
+    label: "Companies qualified",
+    description: "Companies have been scored against the qualification criteria.",
+    order: 8,
+    entity: "company"
+  },
+  // Outreach
+  personalized: {
+    key: "personalized",
+    label: "Personalized",
+    description: "Outreach message personalized for the contact (Instantly personalization workflow).",
+    order: 9,
+    entity: "contact"
+  },
+  uploaded: {
+    key: "uploaded",
+    label: "Reviewed and exported",
+    description: "Approved records have been reviewed and exported for handoff.",
+    order: 10,
+    entity: "contact"
+  },
+  interested: {
+    key: "interested",
+    label: "Interested",
+    description: "Contact replied with a positive signal (Instantly reply-handler transition).",
+    order: 11,
+    entity: "contact"
+  }
+};
 var ProjectsDomainStateSchema = DisplayMetadataSchema.extend({
   id: ModelIdSchema,
   order: z.number().int().min(0)
@@ -300,6 +386,178 @@ var ProspectingBuildTemplateSchema = DisplayMetadataSchema.extend({
   id: ModelIdSchema,
   steps: z.array(ProspectingBuildTemplateStepSchema).min(1)
 });
+z.object({
+  id: ModelIdSchema,
+  label: z.string(),
+  description: z.string(),
+  resourceId: ModelIdSchema
+});
+var PROSPECTING_STEPS = {
+  localServices: {
+    sourceCompanies: {
+      id: "source-companies",
+      label: "Companies found",
+      primaryEntity: "company",
+      outputs: ["company"],
+      stageKey: "populated",
+      dependencyMode: "per-record-eligibility",
+      capabilityKey: "lead-gen.company.source",
+      defaultBatchSize: 100,
+      maxBatchSize: 250
+    },
+    analyzeWebsites: {
+      id: "analyze-websites",
+      label: "Websites analyzed",
+      primaryEntity: "company",
+      outputs: ["company"],
+      stageKey: "extracted",
+      dependsOn: ["source-companies"],
+      dependencyMode: "per-record-eligibility",
+      capabilityKey: "lead-gen.company.website-extract",
+      defaultBatchSize: 50,
+      maxBatchSize: 100
+    },
+    qualifyCompanies: {
+      id: "qualify-companies",
+      label: "Companies qualified",
+      primaryEntity: "company",
+      outputs: ["company"],
+      stageKey: "qualified",
+      dependsOn: ["analyze-websites"],
+      dependencyMode: "per-record-eligibility",
+      capabilityKey: "lead-gen.company.qualify",
+      defaultBatchSize: 100,
+      maxBatchSize: 250
+    },
+    findContacts: {
+      id: "find-contacts",
+      label: "Decision-makers found",
+      primaryEntity: "contact",
+      outputs: ["contact"],
+      stageKey: "discovered",
+      dependsOn: ["qualify-companies"],
+      dependencyMode: "per-record-eligibility",
+      capabilityKey: "lead-gen.contact.discover",
+      defaultBatchSize: 50,
+      maxBatchSize: 100
+    },
+    verifyEmails: {
+      id: "verify-emails",
+      label: "Emails verified",
+      primaryEntity: "contact",
+      outputs: ["contact"],
+      stageKey: "verified",
+      dependsOn: ["find-contacts"],
+      dependencyMode: "per-record-eligibility",
+      capabilityKey: "lead-gen.contact.verify-email",
+      defaultBatchSize: 100,
+      maxBatchSize: 500
+    },
+    personalize: {
+      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
+    },
+    review: {
+      id: "review",
+      label: "Reviewed and exported",
+      primaryEntity: "contact",
+      outputs: ["export"],
+      stageKey: "uploaded",
+      dependsOn: ["personalize"],
+      dependencyMode: "per-record-eligibility",
+      capabilityKey: "lead-gen.review.outreach-ready",
+      defaultBatchSize: 25,
+      maxBatchSize: 100
+    }
+  },
+  dtcApolloClickup: {
+    importApolloSearch: {
+      id: "import-apollo-search",
+      label: "Companies found",
+      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
+    },
+    analyzeWebsites: {
+      id: "analyze-websites",
+      label: "Websites analyzed",
+      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
+    },
+    scoreDtcFit: {
+      id: "score-dtc-fit",
+      label: "Companies qualified",
+      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
+    },
+    enrichDecisionMakers: {
+      id: "enrich-decision-makers",
+      label: "Decision-makers found",
+      description: "Use Apollo to find qualified contacts at qualified companies - founders, retention leads, lifecycle leads, and marketing owners.",
+      primaryEntity: "company",
+      outputs: ["contact"],
+      stageKey: "decision-makers-enriched",
+      dependsOn: ["score-dtc-fit"],
+      dependencyMode: "per-record-eligibility",
+      capabilityKey: "lead-gen.contact.apollo-decision-maker-enrich",
+      defaultBatchSize: 100,
+      maxBatchSize: 250
+    },
+    verifyEmails: {
+      id: "verify-emails",
+      label: "Emails verified",
+      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
+    },
+    reviewAndExport: {
+      id: "review-and-export",
+      label: "Reviewed and exported",
+      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 OrganizationModelProspectingSchema = z.object({
   listEntityId: ModelIdSchema,
   companyEntityId: ModelIdSchema,
@@ -310,21 +568,22 @@ var OrganizationModelProspectingSchema = z.object({
   defaultBuildTemplateId: ModelIdSchema,
   buildTemplates: z.array(ProspectingBuildTemplateSchema).min(1)
 });
+function toProspectingLifecycleStage(stage) {
+  return {
+    id: stage.key,
+    label: stage.label,
+    order: stage.order
+  };
+}
+function leadGenStagesForEntity(entity) {
+  return Object.values(LEAD_GEN_STAGE_CATALOG).filter((stage) => stage.entity === entity).sort((a, b) => a.order - b.order).map(toProspectingLifecycleStage);
+}
 var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
   listEntityId: "leadgen.list",
   companyEntityId: "leadgen.company",
   contactEntityId: "leadgen.contact",
-  companyStages: [
-    { id: "populated", label: "Populated", order: 1 },
-    { id: "extracted", label: "Extracted", order: 2 },
-    { id: "qualified", label: "Qualified", order: 3 }
-  ],
-  contactStages: [
-    { id: "discovered", label: "Discovered", order: 1 },
-    { id: "verified", label: "Verified", order: 2 },
-    { id: "personalized", label: "Personalized", order: 3 },
-    { id: "uploaded", label: "Uploaded", order: 4 }
-  ],
+  companyStages: leadGenStagesForEntity("company"),
+  contactStages: leadGenStagesForEntity("contact"),
   defaultBuildTemplateId: "local-services",
   buildTemplates: [
     {
@@ -332,89 +591,13 @@ var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
       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
-        }
+        PROSPECTING_STEPS.localServices.sourceCompanies,
+        PROSPECTING_STEPS.localServices.analyzeWebsites,
+        PROSPECTING_STEPS.localServices.qualifyCompanies,
+        PROSPECTING_STEPS.localServices.findContacts,
+        PROSPECTING_STEPS.localServices.verifyEmails,
+        PROSPECTING_STEPS.localServices.personalize,
+        PROSPECTING_STEPS.localServices.review
       ]
     },
     {
@@ -422,83 +605,12 @@ var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
       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
-        }
+        PROSPECTING_STEPS.dtcApolloClickup.importApolloSearch,
+        PROSPECTING_STEPS.dtcApolloClickup.analyzeWebsites,
+        PROSPECTING_STEPS.dtcApolloClickup.scoreDtcFit,
+        PROSPECTING_STEPS.dtcApolloClickup.enrichDecisionMakers,
+        PROSPECTING_STEPS.dtcApolloClickup.verifyEmails,
+        PROSPECTING_STEPS.dtcApolloClickup.reviewAndExport
       ]
     }
   ]
@@ -945,6 +1057,8 @@ var DEFAULT_ORGANIZATION_MODEL_STATUSES = {
 var KnowledgeLinkSchema = z.object({
   nodeId: NodeIdStringSchema
 });
+var KnowledgeSkillBindingSchema = z.string().trim().min(1).max(120);
+var KnowledgeDomainBindingSchema = z.string().trim().min(1).max(80);
 var OrgKnowledgeKindSchema = z.enum(["playbook", "strategy", "reference"]);
 var OrgKnowledgeNodeSchema = z.object({
   id: ModelIdSchema,
@@ -959,6 +1073,10 @@ var OrgKnowledgeNodeSchema = z.object({
    * Each link emits a `governs` edge: knowledge-node -> target node.
    */
   links: z.array(KnowledgeLinkSchema).default([]),
+  /** Operator skill or command bindings relevant to this node. */
+  skills: z.array(KnowledgeSkillBindingSchema).optional(),
+  /** Domain key used to derive fast graph->skill registries. */
+  domain: KnowledgeDomainBindingSchema.optional(),
   /** 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. */
@@ -1012,8 +1130,12 @@ var LEGACY_FEATURE_ALIASES = /* @__PURE__ */ new Map([
 function hasFeature(featuresById, featureId) {
   return featuresById.has(featureId) || featuresById.has(LEGACY_FEATURE_ALIASES.get(featureId) ?? "");
 }
+function defaultFeaturePathFor(id) {
+  return `/${id.replaceAll(".", "/")}`;
+}
 var OrganizationModelSchema = OrganizationModelSchemaBase.superRefine((model, ctx) => {
   const featuresById = collectIds(model.features, ctx, ["features"], "Feature");
+  const featureIdsByEffectivePath = /* @__PURE__ */ new Map();
   model.features.forEach((feature, featureIndex) => {
     const segments = feature.id.split(".");
     if (segments.length > 1) {
@@ -1029,6 +1151,20 @@ var OrganizationModelSchema = OrganizationModelSchemaBase.superRefine((model, ct
     const hasChildren = model.features.some(
       (candidate) => candidate.id.startsWith(`${feature.id}.`) && candidate.id !== feature.id
     );
+    const contributesRoutePath = feature.path !== void 0 || !hasChildren;
+    if (contributesRoutePath) {
+      const effectivePath = feature.path ?? defaultFeaturePathFor(feature.id);
+      const existingFeatureId = featureIdsByEffectivePath.get(effectivePath);
+      if (existingFeatureId !== void 0) {
+        addIssue(
+          ctx,
+          ["features", featureIndex, feature.path === void 0 ? "id" : "path"],
+          `Feature "${feature.id}" effective path "${effectivePath}" duplicates feature "${existingFeatureId}"`
+        );
+      } else {
+        featureIdsByEffectivePath.set(effectivePath, feature.id);
+      }
+    }
     if (hasChildren && feature.enabled) {
       const hasEnabledDescendant = model.features.some(
         (candidate) => candidate.id.startsWith(`${feature.id}.`) && candidate.enabled
@@ -1042,6 +1178,43 @@ var OrganizationModelSchema = OrganizationModelSchemaBase.superRefine((model, ct
       }
     }
   });
+  const surfacesById = collectIds(model.navigation.surfaces, ctx, ["navigation", "surfaces"], "Navigation surface");
+  if (model.navigation.defaultSurfaceId !== void 0 && !surfacesById.has(model.navigation.defaultSurfaceId)) {
+    addIssue(
+      ctx,
+      ["navigation", "defaultSurfaceId"],
+      `Navigation defaultSurfaceId references unknown surface "${model.navigation.defaultSurfaceId}"`
+    );
+  }
+  model.navigation.groups.forEach((group, groupIndex) => {
+    group.surfaceIds.forEach((surfaceId, surfaceIndex) => {
+      if (!surfacesById.has(surfaceId)) {
+        addIssue(
+          ctx,
+          ["navigation", "groups", groupIndex, "surfaceIds", surfaceIndex],
+          `Navigation group "${group.id}" references unknown surface "${surfaceId}"`
+        );
+      }
+    });
+  });
+  model.navigation.surfaces.forEach((surface, surfaceIndex) => {
+    if (surface.featureId !== void 0 && !hasFeature(featuresById, surface.featureId)) {
+      addIssue(
+        ctx,
+        ["navigation", "surfaces", surfaceIndex, "featureId"],
+        `Navigation surface "${surface.id}" references unknown feature "${surface.featureId}"`
+      );
+    }
+    surface.featureIds.forEach((featureId, featureIndex) => {
+      if (!hasFeature(featuresById, featureId)) {
+        addIssue(
+          ctx,
+          ["navigation", "surfaces", surfaceIndex, "featureIds", featureIndex],
+          `Navigation surface "${surface.id}" references unknown feature "${featureId}"`
+        );
+      }
+    });
+  });
   const segmentsById = new Map(model.customers.segments.map((seg) => [seg.id, seg]));
   model.offerings.products.forEach((product, productIndex) => {
     product.targetSegmentIds.forEach((segmentId, segmentIndex) => {
@@ -1087,6 +1260,7 @@ var OrganizationGraphNodeKindSchema = z.enum([
   "surface",
   "entity",
   "capability",
+  "stage",
   "resource",
   "knowledge"
 ]);
@@ -1262,6 +1436,14 @@ var DEFAULT_ORGANIZATION_MODEL = {
       enabled: true,
       uiPosition: "sidebar-primary"
     },
+    {
+      id: "monitoring.calendar",
+      label: "Calendar",
+      description: "Google Calendar events and agenda views",
+      enabled: true,
+      path: "/monitoring/calendar",
+      icon: "feature.calendar"
+    },
     {
       id: "monitoring.activity-log",
       label: "Activity Log",