@elevasis/core 0.19.0 → 0.21.0

package/dist/test-utils/index.js

@@ -19654,6 +19654,13 @@ var LEAD_GEN_STAGE_CATALOG = {
     order: 2,
     entity: "company"
   },
+  crawled: {
+    key: "crawled",
+    label: "Websites crawled",
+    description: "Company websites have been crawled (e.g. via Apify) and raw page content stored for downstream LLM analysis.",
+    order: 2.5,
+    entity: "company"
+  },
   extracted: {
     key: "extracted",
     label: "Websites analyzed",
@@ -19673,7 +19680,9 @@ var LEAD_GEN_STAGE_CATALOG = {
     label: "Decision-makers found",
     description: "Decision-maker contacts discovered and attached to a qualified company.",
     order: 6,
-    entity: "company"
+    entity: "company",
+    recordEntity: "contact",
+    recordStageKey: "discovered"
   },
   // Prospecting — contact discovery
   discovered: {
@@ -19711,7 +19720,8 @@ var LEAD_GEN_STAGE_CATALOG = {
     label: "Reviewed and exported",
     description: "Approved records have been reviewed and exported for handoff.",
     order: 10,
-    entity: "contact"
+    entity: "company",
+    additionalEntities: ["contact"]
   },
   interested: {
     key: "interested",
@@ -19781,18 +19791,47 @@ var FeatureSchema = z.object({
 });
 var ProspectingLifecycleStageSchema = DisplayMetadataSchema.extend({
   id: ModelIdSchema,
-  order: z.number().int().min(0)
+  order: z.number().min(0)
+});
+var RecordColumnConfigSchema = z.object({
+  key: ModelIdSchema,
+  label: z.string().trim().min(1).max(120),
+  path: z.string().trim().min(1).max(500),
+  width: z.union([z.number().positive(), z.string().trim().min(1).max(100)]).optional(),
+  renderType: z.enum(["text", "badge", "datetime", "count", "json"]).optional(),
+  badgeColor: z.string().trim().min(1).max(40).optional()
+});
+var RecordColumnsConfigSchema = z.object({
+  company: z.array(RecordColumnConfigSchema).optional(),
+  contact: z.array(RecordColumnConfigSchema).optional()
+}).refine((columns) => Boolean(columns.company?.length || columns.contact?.length), {
+  message: "recordColumns must include at least one entity column set"
+});
+var CredentialRequirementSchema = z.object({
+  key: ModelIdSchema,
+  provider: ModelIdSchema,
+  credentialType: z.enum(["api-key", "api-key-secret", "oauth", "webhook-secret"]),
+  label: z.string().trim().min(1).max(120),
+  required: z.boolean(),
+  selectionMode: z.enum(["single", "multiple"]).optional(),
+  inputPath: z.string().trim().min(1).max(500),
+  verifyOnRun: z.boolean().optional()
 });
 var ProspectingBuildTemplateStepSchema = DisplayMetadataSchema.extend({
   id: ModelIdSchema,
   primaryEntity: z.enum(["company", "contact"]),
   outputs: z.array(z.enum(["company", "contact", "export"])).min(1),
   stageKey: ModelIdSchema,
+  recordEntity: z.enum(["company", "contact"]).optional(),
+  recordsStageKey: ModelIdSchema.optional(),
+  recordSourceStageKey: ModelIdSchema.optional(),
   dependsOn: z.array(ModelIdSchema).optional(),
   dependencyMode: z.literal("per-record-eligibility"),
   capabilityKey: ModelIdSchema,
   defaultBatchSize: z.number().int().positive(),
-  maxBatchSize: z.number().int().positive()
+  maxBatchSize: z.number().int().positive(),
+  recordColumns: RecordColumnsConfigSchema.optional(),
+  credentialRequirements: z.array(CredentialRequirementSchema).optional()
 }).refine((step) => step.defaultBatchSize <= step.maxBatchSize, {
   message: "defaultBatchSize must be less than or equal to maxBatchSize",
   path: ["defaultBatchSize"]
@@ -19801,6 +19840,68 @@ var ProspectingBuildTemplateSchema = DisplayMetadataSchema.extend({
   id: ModelIdSchema,
   steps: z.array(ProspectingBuildTemplateStepSchema).min(1)
 });
+var DTC_RECORD_COLUMNS = {
+  populated: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "employee-count", label: "Employees", path: "company.numEmployees", renderType: "count" },
+      { key: "apollo-industry", label: "Apollo industry", path: "company.category" },
+      { key: "location", label: "Location", path: "company.locationState" }
+    ]
+  },
+  crawled: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "page-count", label: "Pages", path: "company.enrichmentData.websiteCrawl.pageCount", renderType: "count" },
+      { key: "crawl-status", label: "Crawl status", path: "processingState.crawled.status", renderType: "badge" }
+    ]
+  },
+  extracted: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "description", label: "Description", path: "company.enrichmentData.websiteCrawl.companyDescription" },
+      { key: "services", label: "Services", path: "company.enrichmentData.websiteCrawl.services", renderType: "json" },
+      { key: "automation-gaps", label: "Automation gaps", path: "company.enrichmentData.websiteCrawl.automationGaps", renderType: "json" },
+      { key: "contact-count", label: "Contacts", path: "company.enrichmentData.websiteCrawl.emailCount", renderType: "count" }
+    ]
+  },
+  qualified: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "score", label: "Score", path: "company.qualificationScore", renderType: "badge", badgeColor: "green" },
+      { key: "signals", label: "Signals", path: "company.qualificationSignals", renderType: "json" },
+      { key: "disqualified-reason", label: "Disqualified reason", path: "processingState.qualified.data.disqualifiedReason" }
+    ]
+  },
+  decisionMakers: {
+    contact: [
+      { key: "name", label: "Name", path: "contact.name" },
+      { key: "title", label: "Title", path: "contact.title" },
+      { key: "email", label: "Email", path: "contact.email" },
+      { key: "linkedin", label: "LinkedIn", path: "contact.linkedinUrl" },
+      { key: "priority-score", label: "Priority", path: "contact.enrichmentData.apollo.priorityScore", renderType: "badge" }
+    ]
+  },
+  uploaded: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "contacts", label: "Contacts", path: "company.enrichmentData.approvedLeadListExport.contacts", renderType: "json" },
+      { key: "score", label: "Score", path: "company.qualificationScore", renderType: "badge", badgeColor: "green" },
+      { key: "approval", label: "Approval", path: "company.enrichmentData.approvedLeadListExport.approvalStatus", renderType: "badge" }
+    ]
+  }
+};
+z.object({
+  id: ModelIdSchema,
+  label: z.string(),
+  description: z.string(),
+  resourceId: ModelIdSchema
+});
 var PROSPECTING_STEPS = {
   localServices: {
     sourceCompanies: {
@@ -19898,7 +19999,45 @@ var PROSPECTING_STEPS = {
       dependencyMode: "per-record-eligibility",
       capabilityKey: "lead-gen.company.apollo-import",
       defaultBatchSize: 250,
-      maxBatchSize: 1e3
+      maxBatchSize: 1e3,
+      recordColumns: DTC_RECORD_COLUMNS.populated,
+      credentialRequirements: [
+        {
+          key: "apollo",
+          provider: "apollo",
+          credentialType: "api-key-secret",
+          label: "Apollo API key",
+          required: true,
+          selectionMode: "single",
+          inputPath: "credential"
+        }
+      ]
+    },
+    apifyCrawl: {
+      id: "apify-crawl",
+      label: "Websites crawled",
+      description: "Crawl company websites via Apify and store raw page markdown in enrichmentData.websiteCrawl.pages for downstream LLM analysis. Overwrites the synthetic seed Apollo Import wrote with real page content.",
+      primaryEntity: "company",
+      outputs: ["company"],
+      stageKey: "crawled",
+      dependsOn: ["import-apollo-search"],
+      dependencyMode: "per-record-eligibility",
+      capabilityKey: "lead-gen.company.apify-crawl",
+      defaultBatchSize: 50,
+      maxBatchSize: 100,
+      recordColumns: DTC_RECORD_COLUMNS.crawled,
+      credentialRequirements: [
+        {
+          key: "apify",
+          provider: "apify",
+          credentialType: "api-key-secret",
+          label: "Apify API token",
+          required: true,
+          selectionMode: "single",
+          inputPath: "credential",
+          verifyOnRun: true
+        }
+      ]
     },
     analyzeWebsites: {
       id: "analyze-websites",
@@ -19907,11 +20046,12 @@ var PROSPECTING_STEPS = {
       primaryEntity: "company",
       outputs: ["company"],
       stageKey: "extracted",
-      dependsOn: ["import-apollo-search"],
+      dependsOn: ["apify-crawl"],
       dependencyMode: "per-record-eligibility",
       capabilityKey: "lead-gen.company.website-extract",
       defaultBatchSize: 50,
-      maxBatchSize: 100
+      maxBatchSize: 100,
+      recordColumns: DTC_RECORD_COLUMNS.extracted
     },
     scoreDtcFit: {
       id: "score-dtc-fit",
@@ -19924,7 +20064,8 @@ var PROSPECTING_STEPS = {
       dependencyMode: "per-record-eligibility",
       capabilityKey: "lead-gen.company.dtc-subscription-qualify",
       defaultBatchSize: 100,
-      maxBatchSize: 250
+      maxBatchSize: 250,
+      recordColumns: DTC_RECORD_COLUMNS.qualified
     },
     enrichDecisionMakers: {
       id: "enrich-decision-makers",
@@ -19933,37 +20074,52 @@ var PROSPECTING_STEPS = {
       primaryEntity: "company",
       outputs: ["contact"],
       stageKey: "decision-makers-enriched",
+      recordEntity: "contact",
       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
+      maxBatchSize: 250,
+      recordColumns: DTC_RECORD_COLUMNS.decisionMakers,
+      credentialRequirements: [
+        {
+          key: "apollo",
+          provider: "apollo",
+          credentialType: "api-key-secret",
+          label: "Apollo API key",
+          required: true,
+          selectionMode: "single",
+          inputPath: "credential"
+        }
+      ]
     },
     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.",
+      description: "Operator QC approves or rejects qualified companies, then approved records are exported as a lead list with unverified emails.",
       primaryEntity: "company",
       outputs: ["export"],
       stageKey: "uploaded",
-      dependsOn: ["verify-emails"],
+      recordsStageKey: "uploaded",
+      recordSourceStageKey: "qualified",
+      dependsOn: ["enrich-decision-makers"],
       dependencyMode: "per-record-eligibility",
       capabilityKey: "lead-gen.export.list",
       defaultBatchSize: 100,
-      maxBatchSize: 250
+      maxBatchSize: 250,
+      recordColumns: DTC_RECORD_COLUMNS.uploaded,
+      credentialRequirements: [
+        {
+          key: "clickup",
+          provider: "clickup",
+          credentialType: "api-key-secret",
+          label: "ClickUp API token",
+          required: true,
+          selectionMode: "single",
+          inputPath: "clickupCredential",
+          verifyOnRun: true
+        }
+      ]
     }
   }
 };
@@ -19985,7 +20141,7 @@ function toProspectingLifecycleStage(stage) {
   };
 }
 function leadGenStagesForEntity(entity) {
-  return Object.values(LEAD_GEN_STAGE_CATALOG).filter((stage) => stage.entity === entity).sort((a3, b2) => a3.order - b2.order).map(toProspectingLifecycleStage);
+  return Object.values(LEAD_GEN_STAGE_CATALOG).filter((stage) => stage.entity === entity || stage.additionalEntities?.includes(entity)).sort((a3, b2) => a3.order - b2.order).map(toProspectingLifecycleStage);
 }
 var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
   listEntityId: "leadgen.list",
@@ -20015,10 +20171,10 @@ var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
       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: [
         PROSPECTING_STEPS.dtcApolloClickup.importApolloSearch,
+        PROSPECTING_STEPS.dtcApolloClickup.apifyCrawl,
         PROSPECTING_STEPS.dtcApolloClickup.analyzeWebsites,
         PROSPECTING_STEPS.dtcApolloClickup.scoreDtcFit,
         PROSPECTING_STEPS.dtcApolloClickup.enrichDecisionMakers,
-        PROSPECTING_STEPS.dtcApolloClickup.verifyEmails,
         PROSPECTING_STEPS.dtcApolloClickup.reviewAndExport
       ]
     }
@@ -20521,8 +20677,12 @@ 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 `/${id.replaceAll(".", "/")}`;
+}
 var OrganizationModelSchema = OrganizationModelSchemaBase.superRefine((model, ctx) => {
   const featuresById = collectIds(model.features, ctx, ["features"], "Feature");
+  const featureIdsByEffectivePath = /* @__PURE__ */ new Map();
   model.features.forEach((feature, featureIndex) => {
     const segments = feature.id.split(".");
     if (segments.length > 1) {
@@ -20538,6 +20698,20 @@ var OrganizationModelSchema = OrganizationModelSchemaBase.superRefine((model, ct
     const hasChildren = model.features.some(
       (candidate) => candidate.id.startsWith(`${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
@@ -20551,6 +20725,43 @@ 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) => {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elevasis/core",
-  "version": "0.19.0",
+  "version": "0.21.0",
   "license": "MIT",
   "description": "Minimal shared constants across Elevasis monorepo",
   "sideEffects": false,

package/src/_gen/__tests__/__snapshots__/contracts.md.snap

@@ -1123,7 +1123,7 @@ export const DEFAULT_CRM_PRIORITY_RULE_CONFIG: CrmPriorityRuleConfig = {
 ### `DealStageSchema`
 
 ```typescript
-export const DealStageSchema = z.enum(['interested', 'proposal', 'closing', 'closed_won', 'closed_lost', 'nurturing'])
+export const DealStageSchema = CrmStageKeySchema
 ```
 
 ### `AcqDealTaskKindSchema`
@@ -1215,7 +1215,7 @@ export const TransitionItemRequestSchema = z
   .object({
     pipelineKey: z.string().min(1),
     stageKey: z.string().min(1),
-    stateKey: z.string().nullable().optional(),
+    stateKey: z.string().min(1).nullable().optional(),
     reason: z.string().optional(),
     expectedUpdatedAt: z.string().datetime().optional()
   })
@@ -1409,6 +1409,11 @@ export const DealTaskListResponseSchema = z.array(DealTaskResponseSchema)
 
 ```typescript
 export const DealSchemas = {
+  // Primitives
+  CrmStageKey: CrmStageKeySchema,
+  CrmStateKey: CrmStateKeySchema,
+  DealStage: DealStageSchema,
+
   // Params
   DealIdParams: DealIdParamsSchema,
   DealTaskIdParams: DealTaskIdParamsSchema,
@@ -1421,7 +1426,7 @@ export const DealSchemas = {
   // Request bodies
   CreateDealNoteRequest: CreateDealNoteRequestSchema,
   CreateDealTaskRequest: CreateDealTaskRequestSchema,
-  TransitionItemRequest: TransitionItemRequestSchema,
+  TransitionItemRequest: CrmTransitionItemRequestSchema,
   TransitionDealStateRequest: TransitionDealStateRequestSchema,
   ExecuteActionParams: ExecuteActionParamsSchema,
   ExecuteActionRequest: ExecuteActionRequestSchema,
@@ -2544,15 +2549,20 @@ export const AcqSubstrateSchemas = {
 
   // List members
   ListMembersQuery: ListMembersQuerySchema,
+  ListRecordsQuery: ListRecordsQuerySchema,
   MemberIdParams: MemberIdParamsSchema,
   AcqListMemberResponse: AcqListMemberResponseSchema,
   AcqListMembersResponse: AcqListMembersResponseSchema,
+  AcqListCompanyRecordRow: AcqListCompanyRecordRowSchema,
+  AcqListContactRecordRow: AcqListContactRecordRowSchema,
+  ListRecordRow: ListRecordRowSchema,
+  ListRecordsResponse: ListRecordsResponseSchema,
 
   // List companies
   ListCompanyIdParams: ListCompanyIdParamsSchema,
   AcqListCompanyResponse: AcqListCompanyResponseSchema,
 
-  // Transition (shared with deals — TransitionItemRequestSchema)
+  // Transition (generic stateful substrate)
   TransitionItemRequest: TransitionItemRequestSchema
 }
 ```
@@ -2620,6 +2630,8 @@ export interface StatefulStageDefinition {
   /** Matches stage_key values written by workflow steps. */
   stageKey: string
   label: string
+  /** UI color token. Consumers may map this to their design system. */
+  color?: string
   states: StatefulStateDefinition[]
 }
 ```
@@ -2702,7 +2714,7 @@ export const ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE: StatefulPipelineDefinition =
     {
       stageKey: 'outreach',
       label: 'Outreach',
-      states: [PENDING_STATE]
+      states: [PENDING_STATE, { stateKey: 'uploaded', label: 'Uploaded' }]
     },
     {
       stageKey: 'prospecting',