@elevasis/core 0.20.0 → 0.21.0

package/dist/organization-model/index.js

@@ -239,6 +239,13 @@ 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",
@@ -258,7 +265,9 @@ 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: {
@@ -296,7 +305,8 @@ 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",
@@ -366,18 +376,47 @@ 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"]
@@ -386,6 +425,62 @@ 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(),
@@ -489,7 +584,45 @@ 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",
@@ -498,11 +631,12 @@ 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",
@@ -515,7 +649,8 @@ 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",
@@ -524,37 +659,52 @@ 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
+        }
+      ]
     }
   }
 };
@@ -576,7 +726,7 @@ function toProspectingLifecycleStage(stage) {
   };
 }
 function leadGenStagesForEntity(entity) {
-  return Object.values(LEAD_GEN_STAGE_CATALOG).filter((stage) => stage.entity === entity).sort((a, b) => a.order - b.order).map(toProspectingLifecycleStage);
+  return Object.values(LEAD_GEN_STAGE_CATALOG).filter((stage) => stage.entity === entity || stage.additionalEntities?.includes(entity)).sort((a, b) => a.order - b.order).map(toProspectingLifecycleStage);
 }
 var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
   listEntityId: "leadgen.list",
@@ -606,10 +756,10 @@ 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
       ]
     }

package/dist/test-utils/index.d.ts

@@ -3978,11 +3978,65 @@ declare const OrganizationModelSchema: z.ZodObject<{
                     export: "export";
                 }>>;
                 stageKey: z.ZodString;
+                recordEntity: z.ZodOptional<z.ZodEnum<{
+                    company: "company";
+                    contact: "contact";
+                }>>;
+                recordsStageKey: z.ZodOptional<z.ZodString>;
+                recordSourceStageKey: z.ZodOptional<z.ZodString>;
                 dependsOn: z.ZodOptional<z.ZodArray<z.ZodString>>;
                 dependencyMode: z.ZodLiteral<"per-record-eligibility">;
                 capabilityKey: z.ZodString;
                 defaultBatchSize: z.ZodNumber;
                 maxBatchSize: z.ZodNumber;
+                recordColumns: z.ZodOptional<z.ZodObject<{
+                    company: z.ZodOptional<z.ZodArray<z.ZodObject<{
+                        key: z.ZodString;
+                        label: z.ZodString;
+                        path: z.ZodString;
+                        width: z.ZodOptional<z.ZodUnion<readonly [z.ZodNumber, z.ZodString]>>;
+                        renderType: z.ZodOptional<z.ZodEnum<{
+                            text: "text";
+                            badge: "badge";
+                            datetime: "datetime";
+                            count: "count";
+                            json: "json";
+                        }>>;
+                        badgeColor: z.ZodOptional<z.ZodString>;
+                    }, z.core.$strip>>>;
+                    contact: z.ZodOptional<z.ZodArray<z.ZodObject<{
+                        key: z.ZodString;
+                        label: z.ZodString;
+                        path: z.ZodString;
+                        width: z.ZodOptional<z.ZodUnion<readonly [z.ZodNumber, z.ZodString]>>;
+                        renderType: z.ZodOptional<z.ZodEnum<{
+                            text: "text";
+                            badge: "badge";
+                            datetime: "datetime";
+                            count: "count";
+                            json: "json";
+                        }>>;
+                        badgeColor: z.ZodOptional<z.ZodString>;
+                    }, z.core.$strip>>>;
+                }, z.core.$strip>>;
+                credentialRequirements: z.ZodOptional<z.ZodArray<z.ZodObject<{
+                    key: z.ZodString;
+                    provider: z.ZodString;
+                    credentialType: z.ZodEnum<{
+                        "api-key": "api-key";
+                        "api-key-secret": "api-key-secret";
+                        oauth: "oauth";
+                        "webhook-secret": "webhook-secret";
+                    }>;
+                    label: z.ZodString;
+                    required: z.ZodBoolean;
+                    selectionMode: z.ZodOptional<z.ZodEnum<{
+                        single: "single";
+                        multiple: "multiple";
+                    }>>;
+                    inputPath: z.ZodString;
+                    verifyOnRun: z.ZodOptional<z.ZodBoolean>;
+                }, z.core.$strip>>>;
             }, z.core.$strip>>;
         }, z.core.$strip>>;
     }, z.core.$strip>;