@elevasis/core 0.20.0 → 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 +19840,62 @@ 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(),
@@ -19904,7 +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",
@@ -19913,11 +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",
@@ -19930,7 +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",
@@ -19939,37 +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
+        }
+      ]
     }
   }
 };
@@ -19991,7 +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",
@@ -20021,10 +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
       ]
     }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elevasis/core",
-  "version": "0.20.0",
+  "version": "0.21.0",
   "license": "MIT",
   "description": "Minimal shared constants across Elevasis monorepo",
   "sideEffects": false,
@@ -41,8 +41,8 @@
     "rollup-plugin-dts": "^6.3.0",
     "tsup": "^8.0.0",
     "typescript": "5.9.2",
-    "@repo/typescript-config": "0.0.0",
-    "@repo/eslint-config": "0.0.0"
+    "@repo/eslint-config": "0.0.0",
+    "@repo/typescript-config": "0.0.0"
   },
   "dependencies": {
     "@anthropic-ai/sdk": "^0.62.0",

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

@@ -2549,9 +2549,14 @@ 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,
@@ -2709,7 +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',

package/src/business/acquisition/api-schemas.test.ts

@@ -38,6 +38,7 @@ import {
   ListDealsQuerySchema,
   ListDealTasksDueQuerySchema,
   ListMembersQuerySchema,
+  ListRecordsQuerySchema,
   ListStatusSchema,
   PipelineStageSchema,
   ScrapingConfigSchema,
@@ -1601,6 +1602,30 @@ describe('ListMembersQuerySchema', () => {
   })
 })
 
+// ---------------------------------------------------------------------------
+// ListRecordsQuerySchema
+// ---------------------------------------------------------------------------
+
+describe('ListRecordsQuerySchema', () => {
+  it('accepts contact records for DTC decision-maker enrichment', () => {
+    const result = ListRecordsQuerySchema.safeParse({
+      entity: 'contact',
+      stage: 'decision-makers-enriched'
+    })
+
+    expect(result.success).toBe(true)
+  })
+
+  it('keeps company records valid for qualified and uploaded stages', () => {
+    expect(ListRecordsQuerySchema.safeParse({ entity: 'company', stage: 'qualified' }).success).toBe(true)
+    expect(ListRecordsQuerySchema.safeParse({ entity: 'company', stage: 'uploaded' }).success).toBe(true)
+  })
+
+  it('still rejects unrelated stage/entity combinations', () => {
+    expect(ListRecordsQuerySchema.safeParse({ entity: 'contact', stage: 'qualified' }).success).toBe(false)
+  })
+})
+
 // ---------------------------------------------------------------------------
 // AcqListResponseSchema (forward-compat)
 // ---------------------------------------------------------------------------

package/src/business/acquisition/api-schemas.ts

@@ -1,7 +1,11 @@
 import { z } from 'zod'
 import { UuidSchema, NonEmptyStringSchema } from '../../platform/utils/validation'
 import { CRM_PIPELINE_DEFINITION, LEAD_GEN_STAGE_CATALOG } from '../../organization-model/domains/sales'
-import { CAPABILITY_REGISTRY } from '../../organization-model/domains/prospecting'
+import {
+  CAPABILITY_REGISTRY,
+  CredentialRequirementSchema,
+  RecordColumnConfigSchema
+} from '../../organization-model/domains/prospecting'
 import { isProspectingBuildTemplateId } from './build-templates'
 export { CrmPriorityBucketKeySchema, CrmPriorityBucketOverrideSchema, CrmPriorityOverrideSchema } from './crm-priority'
 export type { CrmPriorityBucketOverride, CrmPriorityOverride, ResolvedCrmPriorityRuleConfig } from './crm-priority'
@@ -496,11 +500,21 @@ export const BuildPlanSnapshotStepSchema = z
     primaryEntity: z.enum(['company', 'contact']),
     outputs: z.array(z.enum(['company', 'contact', 'export'])).min(1),
     stageKey: LeadGenStageKeySchema,
+    recordEntity: z.enum(['company', 'contact']).optional(),
+    recordsStageKey: LeadGenStageKeySchema.optional(),
+    recordSourceStageKey: LeadGenStageKeySchema.optional(),
     dependsOn: z.array(z.string().trim().min(1).max(100)).optional(),
     dependencyMode: z.literal('per-record-eligibility'),
     capabilityKey: LeadGenCapabilityKeySchema,
     defaultBatchSize: z.number().int().positive(),
-    maxBatchSize: z.number().int().positive()
+    maxBatchSize: z.number().int().positive(),
+    recordColumns: z
+      .object({
+        company: z.array(RecordColumnConfigSchema).optional(),
+        contact: z.array(RecordColumnConfigSchema).optional()
+      })
+      .optional(),
+    credentialRequirements: z.array(CredentialRequirementSchema).optional()
   })
   .refine((step) => step.defaultBatchSize <= step.maxBatchSize, {
     message: 'defaultBatchSize must be less than or equal to maxBatchSize',
@@ -1063,6 +1077,33 @@ export const ListMembersQuerySchema = z
   })
   .strict()
 
+export const ListRecordEntitySchema = z.enum(['company', 'contact'])
+
+export const ListRecordsQuerySchema = z
+  .object({
+    entity: ListRecordEntitySchema,
+    stage: LeadGenStageKeySchema.optional(),
+    limit: z.coerce.number().int().min(1).max(500).default(50),
+    offset: z.coerce.number().int().min(0).default(0)
+  })
+  .strict()
+  .superRefine((query, ctx) => {
+    if (!query.stage) return
+
+    const stage = LEAD_GEN_STAGE_CATALOG[query.stage]
+    const validEntity =
+      stage?.entity === query.entity ||
+      stage?.additionalEntities?.includes(query.entity) ||
+      stage?.recordEntity === query.entity
+    if (!validEntity) {
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: `stage "${query.stage}" is not valid for ${query.entity} records`,
+        path: ['stage']
+      })
+    }
+  })
+
 export const MemberIdParamsSchema = z.object({
   memberId: UuidSchema
 })
@@ -1095,6 +1136,77 @@ export const AcqListMembersResponseSchema = z.object({
   members: z.array(AcqListMemberResponseSchema)
 })
 
+export const AcqListRecordCompanySummarySchema = z.object({
+  id: z.string(),
+  name: z.string(),
+  domain: z.string().nullable(),
+  website: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  numEmployees: z.number().nullable(),
+  foundedYear: z.number().nullable(),
+  locationCity: z.string().nullable(),
+  locationState: z.string().nullable(),
+  category: z.string().nullable(),
+  segment: z.string().nullable(),
+  status: AcqCompanyStatusSchema,
+  qualificationScore: z.number().nullable(),
+  qualificationSignals: z.record(z.string(), z.unknown()).nullable(),
+  qualificationRubricKey: z.string().nullable()
+})
+
+export const AcqListRecordContactSummarySchema = z.object({
+  id: z.string(),
+  email: z.string(),
+  firstName: z.string().nullable(),
+  lastName: z.string().nullable(),
+  title: z.string().nullable(),
+  headline: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  companyId: z.string().nullable(),
+  status: AcqContactStatusSchema,
+  qualificationScore: z.number().nullable(),
+  qualificationSignals: z.record(z.string(), z.unknown()).nullable(),
+  qualificationRubricKey: z.string().nullable()
+})
+
+const ListRecordBaseSchema = z.object({
+  id: z.string(),
+  listId: z.string(),
+  pipelineKey: z.string(),
+  stageKey: z.string(),
+  stateKey: z.string(),
+  activityLog: z.unknown(),
+  addedAt: z.string(),
+  addedBy: z.string().nullable(),
+  sourceExecutionId: z.string().nullable(),
+  processingState: z.record(z.string(), z.unknown()).nullable(),
+  enrichmentData: z.record(z.string(), z.unknown()).nullable()
+})
+
+export const AcqListCompanyRecordRowSchema = ListRecordBaseSchema.extend({
+  entity: z.literal('company'),
+  companyId: z.string(),
+  company: AcqListRecordCompanySummarySchema.nullable()
+})
+
+export const AcqListContactRecordRowSchema = ListRecordBaseSchema.extend({
+  entity: z.literal('contact'),
+  contactId: z.string(),
+  contact: AcqListRecordContactSummarySchema.nullable()
+})
+
+export const ListRecordRowSchema = z.discriminatedUnion('entity', [
+  AcqListCompanyRecordRowSchema,
+  AcqListContactRecordRowSchema
+])
+
+export const ListRecordsResponseSchema = z.object({
+  data: z.array(ListRecordRowSchema),
+  total: z.number().int().min(0),
+  limit: z.number().int().min(1),
+  offset: z.number().int().min(0)
+})
+
 // ---------------------------------------------------------------------------
 // Track B: List Companies API Schemas
 // ---------------------------------------------------------------------------
@@ -1216,9 +1328,14 @@ 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,
@@ -1242,10 +1359,16 @@ export type CreateArtifactRequest = z.infer<typeof CreateArtifactRequestSchema>
 export type AcqArtifactResponse = z.infer<typeof AcqArtifactResponseSchema>
 export type AcqArtifactListResponse = z.infer<typeof AcqArtifactListResponseSchema>
 export type ListMembersQuery = z.infer<typeof ListMembersQuerySchema>
+export type ListRecordEntity = z.infer<typeof ListRecordEntitySchema>
+export type ListRecordsQuery = z.infer<typeof ListRecordsQuerySchema>
 export type MemberIdParams = z.infer<typeof MemberIdParamsSchema>
 export type AcqListMemberContactSummary = z.infer<typeof AcqListMemberContactSummarySchema>
 export type AcqListMemberResponse = z.infer<typeof AcqListMemberResponseSchema>
 export type AcqListMembersResponse = z.infer<typeof AcqListMembersResponseSchema>
+export type AcqListCompanyRecordRow = z.infer<typeof AcqListCompanyRecordRowSchema>
+export type AcqListContactRecordRow = z.infer<typeof AcqListContactRecordRowSchema>
+export type ListRecordRow = z.infer<typeof ListRecordRowSchema>
+export type ListRecordsResponse = z.infer<typeof ListRecordsResponseSchema>
 export type ListCompanyIdParams = z.infer<typeof ListCompanyIdParamsSchema>
 export type AcqListCompanyResponse = z.infer<typeof AcqListCompanyResponseSchema>
 

package/src/business/acquisition/build-templates.test.ts

@@ -180,12 +180,40 @@ describe('createBuildPlanSnapshotFromTemplateId — "dtc-subscription-apollo-cli
     expect(first?.outputs).toContain('contact')
   })
 
+  it('preserves Apollo credential requirements for source import and decision-maker enrichment', () => {
+    const importApolloSearch = snapshot?.steps.find((step) => step.id === 'import-apollo-search')
+    const enrichDecisionMakers = snapshot?.steps.find((step) => step.id === 'enrich-decision-makers')
+
+    const expectedRequirement = {
+      key: 'apollo',
+      provider: 'apollo',
+      credentialType: 'api-key-secret',
+      label: 'Apollo API key',
+      required: true,
+      selectionMode: 'single',
+      inputPath: 'credential'
+    }
+
+    expect(importApolloSearch?.credentialRequirements).toEqual([expectedRequirement])
+    expect(enrichDecisionMakers?.credentialRequirements).toEqual([expectedRequirement])
+  })
+
   it('the final step (review-and-export) outputs export', () => {
     const last = snapshot?.steps[snapshot.steps.length - 1]
     expect(last?.id).toBe('review-and-export')
     expect(last?.outputs).toContain('export')
   })
 
+  it('preserves contact records metadata for the company-owned decision-maker step', () => {
+    const decisionMakers = snapshot?.steps.find((step) => step.id === 'enrich-decision-makers')
+    expect(decisionMakers).toMatchObject({
+      primaryEntity: 'company',
+      recordEntity: 'contact',
+      stageKey: 'decision-makers-enriched'
+    })
+    expect(decisionMakers?.recordColumns?.contact?.length).toBeGreaterThan(0)
+  })
+
   it('steps with descriptions in the catalog include description in the snapshot', () => {
     const withDesc = snapshot?.steps.filter((step) => step.description !== undefined) ?? []
     expect(withDesc.length).toBeGreaterThan(0)

package/src/business/acquisition/build-templates.ts

@@ -29,16 +29,28 @@ export function createBuildPlanSnapshotFromTemplateId(templateId: string): Build
         primaryEntity: step.primaryEntity,
         outputs: [...step.outputs],
         stageKey: step.stageKey,
+        recordsStageKey: step.recordsStageKey ?? step.stageKey,
+        recordSourceStageKey: step.recordSourceStageKey ?? step.recordsStageKey ?? step.stageKey,
         dependencyMode: step.dependencyMode,
         capabilityKey: step.capabilityKey,
         defaultBatchSize: step.defaultBatchSize,
         maxBatchSize: step.maxBatchSize
-      }
-
-      if (step.description) snapshotStep.description = step.description
-      if (step.dependsOn?.length) snapshotStep.dependsOn = [...step.dependsOn]
-
-      return snapshotStep
-    })
-  }
+      }
+
+      if (step.description) snapshotStep.description = step.description
+      if (step.recordEntity) snapshotStep.recordEntity = step.recordEntity
+      if (step.dependsOn?.length) snapshotStep.dependsOn = [...step.dependsOn]
+      if (step.credentialRequirements?.length) {
+        snapshotStep.credentialRequirements = step.credentialRequirements.map((requirement) => ({ ...requirement }))
+      }
+      if (step.recordColumns) {
+        snapshotStep.recordColumns = {
+          ...(step.recordColumns.company ? { company: step.recordColumns.company.map((column) => ({ ...column })) } : {}),
+          ...(step.recordColumns.contact ? { contact: step.recordColumns.contact.map((column) => ({ ...column })) } : {})
+        }
+      }
+
+      return snapshotStep
+    })
+  }
 }

package/src/business/acquisition/types.ts

@@ -1,5 +1,5 @@
 import type { Database } from '../../supabase/database.types'
-import type { Capability } from '../../organization-model/domains/prospecting'
+import type { Capability, CredentialRequirement, RecordColumnConfig } from '../../organization-model/domains/prospecting'
 import type { LEAD_GEN_STAGE_CATALOG } from '../../organization-model/domains/sales'
 import type { PipelineStage, ProcessingStageStatus } from './api-schemas'
 
@@ -167,11 +167,16 @@ export interface BuildPlanSnapshotStep {
   primaryEntity: BuildPlanSnapshotPrimaryEntity
   outputs: BuildPlanSnapshotOutput[]
   stageKey: string
+  recordEntity?: BuildPlanSnapshotPrimaryEntity
+  recordsStageKey?: string
+  recordSourceStageKey?: string
   dependsOn?: string[]
   dependencyMode: BuildPlanSnapshotDependencyMode
   capabilityKey: string
   defaultBatchSize: number
   maxBatchSize: number
+  recordColumns?: Partial<Record<BuildPlanSnapshotPrimaryEntity, RecordColumnConfig[]>>
+  credentialRequirements?: CredentialRequirement[]
 }
 
 export interface BuildPlanSnapshot {