@elevasis/core 0.22.0 → 0.23.0

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

@@ -1030,10 +1030,10 @@ describe('BuildPlanSnapshotSchema', () => {
     expect(result.success).toBe(false)
   })
 
-  it('rejects a step capabilityKey outside CAPABILITY_REGISTRY', () => {
+  it('rejects a step actionKey outside ACTION_REGISTRY', () => {
     const result = BuildPlanSnapshotSchema.safeParse({
       ...validSnapshot,
-      steps: [{ ...validSnapshot!.steps[0], capabilityKey: 'lead-gen.missing.capability' }]
+      steps: [{ ...validSnapshot!.steps[0], actionKey: 'lead-gen.missing.action' }]
     })
 
     expect(result.success).toBe(false)

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

@@ -2,7 +2,7 @@ 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,
+  ACTION_REGISTRY,
   CredentialRequirementSchema,
   RecordColumnConfigSchema
 } from '../../organization-model/domains/prospecting'
@@ -18,11 +18,9 @@ export const LeadGenStageKeySchema = z
     message: 'processing state key must match LEAD_GEN_STAGE_CATALOG'
   })
 
-export const LeadGenCapabilityKeySchema = z
-  .string()
-  .refine((value) => CAPABILITY_REGISTRY.some((c) => c.id === value), {
-    message: 'capabilityKey must match CAPABILITY_REGISTRY'
-  })
+export const LeadGenActionKeySchema = z.string().refine((value) => ACTION_REGISTRY.some((c) => c.id === value), {
+  message: 'actionKey must match ACTION_REGISTRY'
+})
 
 const crmStageKeys = CRM_PIPELINE_DEFINITION.stages.map((stage) => stage.stageKey) as [string, ...string[]]
 const crmStateKeys = CRM_PIPELINE_DEFINITION.stages.flatMap((stage) => stage.states.map((state) => state.stateKey)) as [
@@ -544,7 +542,7 @@ export const BuildPlanSnapshotStepSchema = z
     recordSourceStageKey: LeadGenStageKeySchema.optional(),
     dependsOn: z.array(z.string().trim().min(1).max(100)).optional(),
     dependencyMode: z.literal('per-record-eligibility'),
-    capabilityKey: LeadGenCapabilityKeySchema,
+    actionKey: LeadGenActionKeySchema,
     defaultBatchSize: z.number().int().positive(),
     maxBatchSize: z.number().int().positive(),
     recordColumns: z
@@ -1396,7 +1394,7 @@ export const AcqListSchemas = {
   BuildPlanSnapshotStep: BuildPlanSnapshotStepSchema,
   AcqListMetadata: AcqListMetadataSchema,
   LeadGenStageKey: LeadGenStageKeySchema,
-  LeadGenCapabilityKey: LeadGenCapabilityKeySchema,
+  LeadGenActionKey: LeadGenActionKeySchema,
   ProcessingStageStatus: ProcessingStageStatusSchema,
   ProcessingState: ProcessingStateSchema,
   ListStageCounts: ListStageCountsSchema,
@@ -1494,7 +1492,7 @@ export type PipelineConfig = z.infer<typeof PipelineConfigSchema>
 export type BuildPlanSnapshotStep = z.infer<typeof BuildPlanSnapshotStepSchema>
 export type BuildPlanSnapshot = z.infer<typeof BuildPlanSnapshotSchema>
 export type AcqListMetadata = z.infer<typeof AcqListMetadataSchema>
-export type LeadGenCapabilityKey = z.infer<typeof LeadGenCapabilityKeySchema>
+export type LeadGenActionKey = z.infer<typeof LeadGenActionKeySchema>
 export type ProcessingStageStatus = z.infer<typeof ProcessingStageStatusSchema>
 export type ListStageCountsInput = z.infer<typeof ListStageCountsSchema>['stageCounts']
 export type ListTelemetryInput = z.infer<typeof ListTelemetrySchema>

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

@@ -88,7 +88,7 @@ describe('createBuildPlanSnapshotFromTemplateId — "local-services"', () => {
     expect(snapshot?.steps).toHaveLength(7)
   })
 
-  it('every step has required fields: id, label, primaryEntity, outputs, stageKey, dependencyMode, capabilityKey', () => {
+  it('every step has required fields: id, label, primaryEntity, outputs, stageKey, dependencyMode, actionKey', () => {
     for (const step of snapshot?.steps ?? []) {
       expect(step.id).toBeTruthy()
       expect(step.label).toBeTruthy()
@@ -96,7 +96,7 @@ describe('createBuildPlanSnapshotFromTemplateId — "local-services"', () => {
       expect(step.outputs.length).toBeGreaterThanOrEqual(1)
       expect(step.stageKey).toBeTruthy()
       expect(step.dependencyMode).toBe('per-record-eligibility')
-      expect(step.capabilityKey).toBeTruthy()
+      expect(step.actionKey).toBeTruthy()
     }
   })
 
@@ -149,7 +149,7 @@ describe('createBuildPlanSnapshotFromTemplateId — "dtc-subscription-apollo-cli
     expect(snapshot?.steps).toHaveLength(6)
   })
 
-  it('every step has required fields: id, label, primaryEntity, outputs, stageKey, dependencyMode, capabilityKey', () => {
+  it('every step has required fields: id, label, primaryEntity, outputs, stageKey, dependencyMode, actionKey', () => {
     for (const step of snapshot?.steps ?? []) {
       expect(step.id).toBeTruthy()
       expect(step.label).toBeTruthy()
@@ -157,7 +157,7 @@ describe('createBuildPlanSnapshotFromTemplateId — "dtc-subscription-apollo-cli
       expect(step.outputs.length).toBeGreaterThanOrEqual(1)
       expect(step.stageKey).toBeTruthy()
       expect(step.dependencyMode).toBe('per-record-eligibility')
-      expect(step.capabilityKey).toBeTruthy()
+      expect(step.actionKey).toBeTruthy()
     }
   })
 

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

@@ -1,28 +1,60 @@
-import { DEFAULT_ORGANIZATION_MODEL_PROSPECTING } from '../../organization-model/domains/prospecting'
-import type { BuildPlanSnapshot, BuildPlanSnapshotStep } from './types'
-
-export const PROSPECTING_BUILD_TEMPLATE_OPTIONS = DEFAULT_ORGANIZATION_MODEL_PROSPECTING.buildTemplates.map(
-  ({ id, label, description }) => ({
-    id,
-    label,
-    description
-  })
-)
-
-export const DEFAULT_PROSPECTING_BUILD_TEMPLATE_ID = DEFAULT_ORGANIZATION_MODEL_PROSPECTING.defaultBuildTemplateId
-
-export function isProspectingBuildTemplateId(value: string): boolean {
-  return PROSPECTING_BUILD_TEMPLATE_OPTIONS.some((template) => template.id === value)
-}
-
-export function createBuildPlanSnapshotFromTemplateId(templateId: string): BuildPlanSnapshot | null {
-  const template = DEFAULT_ORGANIZATION_MODEL_PROSPECTING.buildTemplates.find((item) => item.id === templateId)
-  if (!template) return null
-
-  return {
-    templateId: template.id,
-    templateLabel: template.label,
-    steps: template.steps.map((step): BuildPlanSnapshotStep => {
+// Phase 4: DEFAULT_ORGANIZATION_MODEL_PROSPECTING was deleted (compound domain removed per D8).
+// Build-template definitions are now sourced inline from PROSPECTING_STEPS, which retains
+// the step catalog. The template catalog (id, label, description, steps[]) is declared here
+// as a local constant — Wave 2 will author these as system.content entries on the canonical OM.
+import {
+  PROSPECTING_STEPS,
+  type CredentialRequirement,
+  type ListBuilderStep,
+  type RecordColumnConfig
+} from '../../organization-model/domains/prospecting'
+import type { BuildPlanSnapshot, BuildPlanSnapshotStep } from './types'
+
+interface BuildTemplateCatalogEntry {
+  id: string
+  label: string
+  description?: string
+  steps: ListBuilderStep[]
+}
+
+// Template catalog — mirrors the data that lived in DEFAULT_ORGANIZATION_MODEL_PROSPECTING.buildTemplates.
+// Wave 2 canonical OM will author these as (kind:'schema', type:'template') content nodes.
+const BUILD_TEMPLATE_CATALOG: BuildTemplateCatalogEntry[] = [
+  {
+    id: 'local-services',
+    label: 'Local Services',
+    description: 'Source, analyze, qualify, and personalize local service businesses for outreach.',
+    steps: Object.values(PROSPECTING_STEPS.localServices)
+  },
+  {
+    id: 'dtc-subscription-apollo-clickup',
+    label: 'DTC Subscription (Apollo + ClickUp)',
+    description:
+      'Import DTC brand leads from Apollo, crawl their websites, score fit, enrich contacts, and export via ClickUp.',
+    steps: Object.values(PROSPECTING_STEPS.dtcApolloClickup)
+  }
+]
+
+export const DEFAULT_PROSPECTING_BUILD_TEMPLATE_ID = 'local-services'
+
+export const PROSPECTING_BUILD_TEMPLATE_OPTIONS = BUILD_TEMPLATE_CATALOG.map(({ id, label, description }) => ({
+  id,
+  label,
+  description
+}))
+
+export function isProspectingBuildTemplateId(value: string): boolean {
+  return PROSPECTING_BUILD_TEMPLATE_OPTIONS.some((template) => template.id === value)
+}
+
+export function createBuildPlanSnapshotFromTemplateId(templateId: string): BuildPlanSnapshot | null {
+  const template = BUILD_TEMPLATE_CATALOG.find((item: BuildTemplateCatalogEntry) => item.id === templateId)
+  if (!template) return null
+
+  return {
+    templateId: template.id,
+    templateLabel: template.label,
+    steps: template.steps.map((step: ListBuilderStep): BuildPlanSnapshotStep => {
       const snapshotStep: BuildPlanSnapshotStep = {
         id: step.id,
         label: step.label,
@@ -32,7 +64,7 @@ export function createBuildPlanSnapshotFromTemplateId(templateId: string): Build
         recordsStageKey: step.recordsStageKey ?? step.stageKey,
         recordSourceStageKey: step.recordSourceStageKey ?? step.recordsStageKey ?? step.stageKey,
         dependencyMode: step.dependencyMode,
-        capabilityKey: step.capabilityKey,
+        actionKey: step.actionKey,
         defaultBatchSize: step.defaultBatchSize,
         maxBatchSize: step.maxBatchSize
       }
@@ -41,16 +73,26 @@ export function createBuildPlanSnapshotFromTemplateId(templateId: string): Build
       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 }))
+        snapshotStep.credentialRequirements = step.credentialRequirements.map((requirement: CredentialRequirement) => ({
+          ...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 })) } : {})
+          ...(step.recordColumns.company
+            ? {
+                company: step.recordColumns.company.map((column: RecordColumnConfig) => ({ ...column }))
+              }
+            : {}),
+          ...(step.recordColumns.contact
+            ? {
+                contact: step.recordColumns.contact.map((column: RecordColumnConfig) => ({ ...column }))
+              }
+            : {})
         }
       }
 
       return snapshotStep
     })
   }
-}
+}

package/src/business/acquisition/crm-state-actions.test.ts

@@ -1,5 +1,8 @@
 import { describe, expect, it } from 'vitest'
-import { DEFAULT_ORGANIZATION_MODEL_SALES, LEAD_GEN_PIPELINE_DEFINITIONS } from '../../organization-model/domains/sales'
+// Phase 4 (D8): DEFAULT_ORGANIZATION_MODEL_SALES no longer exported — pipeline data moved to
+// system.content. CRM_PIPELINE_DEFINITION is retained as the Stateful pipeline shape
+// for CRM business logic (separate from the OM content nodes).
+import { CRM_PIPELINE_DEFINITION, LEAD_GEN_PIPELINE_DEFINITIONS } from '../../organization-model/domains/sales'
 import { ActivityEventSchema } from './activity-events'
 import { DealStageSchema, TransitionItemRequestSchema } from './api-schemas'
 import { deriveActions } from './derive-actions'
@@ -106,15 +109,14 @@ describe('ActivityEventSchema', () => {
 })
 
 describe('CRM stage and transition vocabulary contracts', () => {
-  it('keeps DealStage, DealStageSchema, and the default sales pipeline stages aligned', () => {
-    const defaultPipeline = DEFAULT_ORGANIZATION_MODEL_SALES.pipelines.find(
-      (pipeline) => pipeline.id === DEFAULT_ORGANIZATION_MODEL_SALES.defaultPipelineId
-    )
-    const defaultSalesStages = defaultPipeline?.stages
-      .toSorted((left, right) => left.order - right.order)
-      .map((stage) => stage.id)
-
-    expect(defaultSalesStages).toEqual([...DEAL_STAGES])
+  // Phase 4 (D8): DEFAULT_ORGANIZATION_MODEL_SALES.pipelines removed.
+  // CRM_PIPELINE_DEFINITION (StatefulPipelineDefinition) is the retained Stateful-trait
+  // pipeline shape used by CRM business logic. stageKey → DealStageSchema alignment
+  // is now verified against CRM_PIPELINE_DEFINITION.stages[*].stageKey.
+  it('keeps DealStage, DealStageSchema, and CRM_PIPELINE_DEFINITION stages aligned', () => {
+    const crmStageKeys = CRM_PIPELINE_DEFINITION.stages.map((stage) => stage.stageKey)
+
+    expect(crmStageKeys).toEqual([...DEAL_STAGES])
     expect(DealStageSchema.options).toEqual([...DEAL_STAGES])
   })
 
@@ -122,7 +124,7 @@ describe('CRM stage and transition vocabulary contracts', () => {
     for (const stageKey of DEAL_STAGES) {
       expect(
         TransitionItemRequestSchema.safeParse({
-          pipelineKey: DEFAULT_ORGANIZATION_MODEL_SALES.defaultPipelineId,
+          pipelineKey: CRM_PIPELINE_DEFINITION.pipelineKey,
           stageKey,
           stateKey: null,
           expectedUpdatedAt: '2026-04-27T12:34:56.000Z'

package/src/business/acquisition/types.ts

@@ -1,5 +1,9 @@
 import type { Database } from '../../supabase/database.types'
-import type { Capability, CredentialRequirement, RecordColumnConfig } from '../../organization-model/domains/prospecting'
+import type {
+  ActionRegistry,
+  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'
 
@@ -52,7 +56,7 @@ export interface WebPost {
 }
 
 export type LeadGenStageKey = (typeof LEAD_GEN_STAGE_CATALOG)[keyof typeof LEAD_GEN_STAGE_CATALOG]['key']
-export type LeadGenCapabilityKey = Capability['id']
+export type LeadGenActionKey = ActionRegistry[number]['id']
 
 export interface ProcessingStateEntry {
   status: ProcessingStageStatus
@@ -172,7 +176,7 @@ export interface BuildPlanSnapshotStep {
   recordSourceStageKey?: string
   dependsOn?: string[]
   dependencyMode: BuildPlanSnapshotDependencyMode
-  capabilityKey: string
+  actionKey: string
   defaultBatchSize: number
   maxBatchSize: number
   recordColumns?: Partial<Record<BuildPlanSnapshotPrimaryEntity, RecordColumnConfig[]>>

package/src/execution/engine/agent/core/types.ts

@@ -33,7 +33,7 @@ export type LLMAdapterFactory = (
   ...args: any[]
 ) => LLMAdapter
 
-export type AgentKind = 'orchestrator' | 'specialist' | 'utility' | 'system'
+export type AgentKind = 'orchestrator' | 'specialist' | 'utility' | 'platform'
 
 // Agent configuration
 export interface AgentConfig extends ResourceDefinition {

package/src/execution/engine/workflow/types.ts

@@ -16,8 +16,8 @@ export interface WorkflowConfig extends ResourceDefinition {
   type: 'workflow'
   /** OM descriptor backing canonical identity and governance metadata. */
   resource?: WorkflowResourceEntry
-  /** Lead-gen capability key for registry derivation (e.g. 'lead-gen.company.apollo-import') */
-  capabilityKey?: string
+  /** Lead-gen action key for registry derivation (e.g. 'lead-gen.company.apollo-import') */
+  actionKey?: string
 }
 
 export type DescriptorBackedWorkflowConfig = Omit<WorkflowConfig, 'resourceId' | 'type' | 'resource'> & {

package/src/knowledge/README.md

@@ -1,4 +1,4 @@
-# @elevasis/core/knowledge
+# @elevasis/core/knowledge
 
 Pure query layer over the organization graph. Browser-safe (no Node APIs); shared by the SDK CLI, platform CLI, and the `@elevasis/ui/knowledge` browser.
 
@@ -6,18 +6,18 @@ Pure query layer over the organization graph. Browser-safe (no Node APIs); share
 
 | Export                                        | Purpose                                                                                                                             |
 | --------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
-| `byFeature(graph, featureId, knowledgeNodes)` | Knowledge nodes that govern the given feature.                                                                                      |
+| `bySystem(graph, systemId, knowledgeNodes)` | Knowledge nodes that govern the given system.                                                                                      |
 | `byKind(graph, kind, knowledgeNodes)`         | Filter knowledge nodes by `OrgKnowledgeKind`.                                                                                       |
 | `byOwner(graph, ownerId, knowledgeNodes)`     | Knowledge nodes whose `ownerIds` includes the given owner.                                                                          |
-| `governs(graph, nodeId)`                      | Outgoing `governs` targets (governed-feature ids) from a knowledge node.                                                            |
-| `governedBy(graph, nodeId)`                   | Incoming `governs` sources (governing knowledge-node ids) into a feature.                                                           |
-| `parsePath(pathString)`                       | Parse `/by-feature/$id`, `/by-kind/$kind`, `/by-owner/$id`, `/graph/$id/{governs,governed-by}`, or `/$id`. Throws on invalid input. |
+| `governs(graph, nodeId)`                      | Outgoing `governs` targets (governed-system ids) from a knowledge node.                                                            |
+| `governedBy(graph, nodeId)`                   | Incoming `governs` sources (governing knowledge-node ids) into a system.                                                           |
+| `parsePath(pathString)`                       | Parse `/by-system/$id`, `/by-kind/$kind`, `/by-owner/$id`, `/graph/$id/{governs,governed-by}`, or `/$id`. Throws on invalid input. |
 | `formatText`, `formatJson`, `formatIdsOnly`   | Output formatters used by the `knowledge:*` CLI subcommands.                                                                        |
 
 ## Path syntax
 
 ```
-/by-feature/<featureId>
+/by-system/<systemId>
 /by-kind/<playbook|strategy|reference>
 /by-owner/<ownerId>
 /graph/<nodeId>/governs
@@ -27,6 +27,7 @@ Pure query layer over the organization graph. Browser-safe (no Node APIs); share
 
 ## JSON envelope
 
-`formatJson` returns `{ path, mount, args, results }` — the same wrapped envelope used by `pnpm exec elevasis knowledge:ls --json` and `pnpm exec elevasis-sdk knowledge:ls --json`.
+`formatJson` returns `{ path, mount, args, results }` — the same wrapped envelope used by `pnpm exec elevasis knowledge:ls --json` and `pnpm exec elevasis-sdk knowledge:ls --json`.
 
 `governs` and `governedBy` accept either bare or graph-namespaced ids (`knowledge.foo` or `knowledge:knowledge.foo`).
+