@elevasis/core 0.23.0 → 0.24.0

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Files changed (241) hide show
  1. package/dist/index.d.ts +1326 -552
  2. package/dist/index.js +869 -154
  3. package/dist/knowledge/index.d.ts +487 -209
  4. package/dist/knowledge/index.js +104 -1
  5. package/dist/organization-model/index.d.ts +1326 -552
  6. package/dist/organization-model/index.js +869 -154
  7. package/dist/test-utils/index.d.ts +357 -72
  8. package/dist/test-utils/index.js +795 -142
  9. package/package.json +5 -5
  10. package/src/README.md +14 -14
  11. package/src/__tests__/publish.test.ts +24 -24
  12. package/src/__tests__/template-core-compatibility.test.ts +9 -12
  13. package/src/_gen/__tests__/__snapshots__/contracts.md.snap +2102 -2096
  14. package/src/_gen/__tests__/scaffold-contracts.test.ts +30 -30
  15. package/src/auth/multi-tenancy/credentials/__tests__/encryption.test.ts +217 -217
  16. package/src/auth/multi-tenancy/credentials/server/encryption.ts +69 -69
  17. package/src/auth/multi-tenancy/credentials/server/kek-loader.ts +37 -37
  18. package/src/auth/multi-tenancy/index.ts +26 -26
  19. package/src/auth/multi-tenancy/invitations/api-schemas.ts +104 -104
  20. package/src/auth/multi-tenancy/memberships/api-schemas.ts +143 -143
  21. package/src/auth/multi-tenancy/memberships/index.ts +26 -26
  22. package/src/auth/multi-tenancy/memberships/membership.ts +130 -130
  23. package/src/auth/multi-tenancy/organizations/__tests__/api-schemas.test.ts +194 -194
  24. package/src/auth/multi-tenancy/organizations/api-schemas.ts +136 -136
  25. package/src/auth/multi-tenancy/permissions.test.ts +42 -42
  26. package/src/auth/multi-tenancy/permissions.ts +123 -123
  27. package/src/auth/multi-tenancy/role-management/api-schemas.ts +78 -78
  28. package/src/auth/multi-tenancy/role-management/index.ts +16 -16
  29. package/src/auth/multi-tenancy/theme-presets.ts +45 -45
  30. package/src/auth/multi-tenancy/types.ts +57 -57
  31. package/src/auth/multi-tenancy/users/api-schemas.ts +165 -165
  32. package/src/business/README.md +2 -2
  33. package/src/business/acquisition/activity-events.test.ts +250 -250
  34. package/src/business/acquisition/activity-events.ts +93 -93
  35. package/src/business/acquisition/api-schemas.test.ts +1883 -1843
  36. package/src/business/acquisition/api-schemas.ts +1492 -1497
  37. package/src/business/acquisition/build-templates.test.ts +240 -240
  38. package/src/business/acquisition/build-templates.ts +98 -98
  39. package/src/business/acquisition/crm-next-action.test.ts +262 -262
  40. package/src/business/acquisition/crm-next-action.ts +220 -220
  41. package/src/business/acquisition/crm-priority.test.ts +216 -216
  42. package/src/business/acquisition/crm-priority.ts +349 -349
  43. package/src/business/acquisition/crm-state-actions.test.ts +153 -153
  44. package/src/business/acquisition/deal-ownership.test.ts +351 -351
  45. package/src/business/acquisition/deal-ownership.ts +120 -120
  46. package/src/business/acquisition/derive-actions.test.ts +129 -104
  47. package/src/business/acquisition/derive-actions.ts +74 -84
  48. package/src/business/acquisition/index.ts +171 -170
  49. package/src/business/acquisition/ontology-validation.ts +309 -0
  50. package/src/business/acquisition/stateful.ts +30 -30
  51. package/src/business/acquisition/types.ts +396 -396
  52. package/src/business/clients/api-schemas.test.ts +115 -115
  53. package/src/business/clients/api-schemas.ts +158 -158
  54. package/src/business/clients/index.ts +1 -1
  55. package/src/business/crm/api-schemas.ts +40 -40
  56. package/src/business/crm/index.ts +1 -1
  57. package/src/business/deals/api-schemas.ts +87 -87
  58. package/src/business/deals/index.ts +1 -1
  59. package/src/business/index.ts +5 -5
  60. package/src/business/projects/types.ts +144 -144
  61. package/src/commands/queue/types/task.ts +15 -15
  62. package/src/execution/core/runner-types.ts +61 -61
  63. package/src/execution/core/sse-executions.ts +7 -7
  64. package/src/execution/engine/__tests__/fixtures/test-agents.ts +10 -10
  65. package/src/execution/engine/agent/core/__tests__/agent.test.ts +16 -16
  66. package/src/execution/engine/agent/core/__tests__/error-passthrough.test.ts +4 -4
  67. package/src/execution/engine/agent/core/types.ts +25 -25
  68. package/src/execution/engine/agent/index.ts +6 -6
  69. package/src/execution/engine/agent/reasoning/__tests__/request-builder.test.ts +24 -24
  70. package/src/execution/engine/index.ts +443 -443
  71. package/src/execution/engine/tools/integration/server/adapters/apify/__tests__/apify-run-actor.integration.test.ts +298 -298
  72. package/src/execution/engine/tools/integration/server/adapters/apify/apify-adapter.test.ts +55 -55
  73. package/src/execution/engine/tools/integration/server/adapters/apify/apify-adapter.ts +107 -107
  74. package/src/execution/engine/tools/integration/server/adapters/apollo/apollo-adapter.test.ts +48 -48
  75. package/src/execution/engine/tools/integration/server/adapters/apollo/apollo-adapter.ts +99 -99
  76. package/src/execution/engine/tools/integration/server/adapters/apollo/index.ts +1 -1
  77. package/src/execution/engine/tools/integration/server/adapters/attio/__tests__/attio-crud.integration.test.ts +363 -363
  78. package/src/execution/engine/tools/integration/server/adapters/attio/fetch/get-record/index.test.ts +162 -162
  79. package/src/execution/engine/tools/integration/server/adapters/attio/fetch/list-records/index.test.ts +316 -316
  80. package/src/execution/engine/tools/integration/server/adapters/clickup/clickup-adapter.test.ts +18 -18
  81. package/src/execution/engine/tools/integration/server/adapters/clickup/clickup-adapter.ts +194 -194
  82. package/src/execution/engine/tools/integration/server/adapters/clickup/index.ts +7 -7
  83. package/src/execution/engine/tools/integration/server/adapters/gmail/gmail-adapter.ts +204 -204
  84. package/src/execution/engine/tools/integration/server/adapters/gmail/gmail-tools.ts +105 -105
  85. package/src/execution/engine/tools/integration/server/adapters/google-calendar/google-calendar-adapter.ts +428 -428
  86. package/src/execution/engine/tools/integration/server/adapters/google-calendar/index.ts +2 -2
  87. package/src/execution/engine/tools/integration/server/adapters/google-sheets/__tests__/google-sheets.integration.test.ts +261 -261
  88. package/src/execution/engine/tools/integration/server/adapters/instantly/instantly-tools.ts +1474 -1474
  89. package/src/execution/engine/tools/integration/server/adapters/millionverifier/millionverifier-tools.ts +103 -103
  90. package/src/execution/engine/tools/integration/server/adapters/resend/fetch/send-email/index.test.ts +88 -88
  91. package/src/execution/engine/tools/integration/server/adapters/resend/fetch/send-email/index.ts +141 -141
  92. package/src/execution/engine/tools/integration/server/adapters/resend/fetch/utils/types.ts +76 -76
  93. package/src/execution/engine/tools/integration/server/adapters/signature-api/signature-api-tools.ts +182 -182
  94. package/src/execution/engine/tools/integration/server/adapters/stripe/stripe-tools.ts +310 -310
  95. package/src/execution/engine/tools/integration/service.test.ts +239 -239
  96. package/src/execution/engine/tools/integration/service.ts +172 -172
  97. package/src/execution/engine/tools/integration/tool.ts +255 -255
  98. package/src/execution/engine/tools/lead-service-types.ts +1005 -1005
  99. package/src/execution/engine/tools/messages.ts +43 -43
  100. package/src/execution/engine/tools/platform/acquisition/company-tools.ts +7 -7
  101. package/src/execution/engine/tools/platform/acquisition/contact-tools.ts +6 -6
  102. package/src/execution/engine/tools/platform/acquisition/list-tools.ts +6 -6
  103. package/src/execution/engine/tools/platform/acquisition/types.ts +280 -280
  104. package/src/execution/engine/tools/platform/email/types.ts +97 -97
  105. package/src/execution/engine/tools/registry.ts +704 -704
  106. package/src/execution/engine/tools/tool-maps.ts +831 -831
  107. package/src/execution/engine/tools/types.ts +234 -234
  108. package/src/execution/engine/workflow/types.ts +202 -202
  109. package/src/execution/external/__tests__/api-schemas.test.ts +127 -127
  110. package/src/execution/external/api-schemas.ts +40 -40
  111. package/src/execution/external/index.ts +1 -1
  112. package/src/index.ts +18 -18
  113. package/src/integrations/credentials/__tests__/api-schemas.test.ts +420 -420
  114. package/src/integrations/credentials/api-schemas.ts +146 -146
  115. package/src/integrations/credentials/schemas.ts +200 -200
  116. package/src/integrations/oauth/__tests__/provider-registry.test.ts +7 -7
  117. package/src/integrations/oauth/provider-registry.ts +74 -74
  118. package/src/integrations/oauth/server/credentials.ts +43 -43
  119. package/src/integrations/webhook-endpoints/__tests__/api-schemas.test.ts +327 -327
  120. package/src/integrations/webhook-endpoints/api-schemas.ts +103 -103
  121. package/src/integrations/webhook-endpoints/types.ts +58 -58
  122. package/src/knowledge/README.md +32 -32
  123. package/src/knowledge/__tests__/queries.test.ts +626 -535
  124. package/src/knowledge/format.ts +99 -99
  125. package/src/knowledge/index.ts +5 -5
  126. package/src/knowledge/published.ts +5 -5
  127. package/src/knowledge/queries.ts +269 -218
  128. package/src/operations/activities/api-schemas.ts +80 -80
  129. package/src/operations/activities/types.ts +64 -64
  130. package/src/organization-model/README.md +149 -149
  131. package/src/organization-model/__tests__/content-kinds-registry.test.ts +210 -210
  132. package/src/organization-model/__tests__/defaults.test.ts +168 -168
  133. package/src/organization-model/__tests__/domains/actions.test.ts +78 -56
  134. package/src/organization-model/__tests__/domains/customers.test.ts +299 -299
  135. package/src/organization-model/__tests__/domains/entities.test.ts +56 -56
  136. package/src/organization-model/__tests__/domains/goals.test.ts +493 -493
  137. package/src/organization-model/__tests__/domains/identity.test.ts +280 -280
  138. package/src/organization-model/__tests__/domains/navigation.test.ts +268 -268
  139. package/src/organization-model/__tests__/domains/offerings.test.ts +414 -414
  140. package/src/organization-model/__tests__/domains/policies.test.ts +323 -323
  141. package/src/organization-model/__tests__/domains/resource-mappings.test.ts +293 -293
  142. package/src/organization-model/__tests__/domains/resources.test.ts +382 -283
  143. package/src/organization-model/__tests__/domains/roles.test.ts +463 -463
  144. package/src/organization-model/__tests__/domains/statuses.test.ts +246 -246
  145. package/src/organization-model/__tests__/domains/systems.test.ts +209 -209
  146. package/src/organization-model/__tests__/flatten-additive-merge.test.ts +362 -361
  147. package/src/organization-model/__tests__/foundation.test.ts +77 -77
  148. package/src/organization-model/__tests__/get-resources-for-system.test.ts +144 -144
  149. package/src/organization-model/__tests__/graph.test.ts +1246 -887
  150. package/src/organization-model/__tests__/icons.test.ts +10 -1
  151. package/src/organization-model/__tests__/knowledge.test.ts +251 -15
  152. package/src/organization-model/__tests__/lookup-helpers.test.ts +438 -438
  153. package/src/organization-model/__tests__/migration-helpers.test.ts +591 -591
  154. package/src/organization-model/__tests__/prospecting-ssot.test.ts +103 -103
  155. package/src/organization-model/__tests__/recursive-system-schema.test.ts +535 -506
  156. package/src/organization-model/__tests__/resolve.test.ts +274 -164
  157. package/src/organization-model/__tests__/schema.test.ts +834 -301
  158. package/src/organization-model/__tests__/surface-projection.test.ts +284 -284
  159. package/src/organization-model/catalogs/lead-gen.ts +144 -144
  160. package/src/organization-model/content-kinds/config.ts +36 -36
  161. package/src/organization-model/content-kinds/index.ts +76 -72
  162. package/src/organization-model/content-kinds/pipeline.ts +68 -68
  163. package/src/organization-model/content-kinds/registry.ts +44 -44
  164. package/src/organization-model/content-kinds/status.ts +71 -71
  165. package/src/organization-model/content-kinds/template.ts +83 -83
  166. package/src/organization-model/content-kinds/types.ts +117 -117
  167. package/src/organization-model/contracts.ts +27 -27
  168. package/src/organization-model/defaults.ts +40 -50
  169. package/src/organization-model/domains/actions.ts +333 -239
  170. package/src/organization-model/domains/customers.ts +78 -78
  171. package/src/organization-model/domains/entities.ts +144 -144
  172. package/src/organization-model/domains/goals.ts +83 -83
  173. package/src/organization-model/domains/knowledge.ts +117 -101
  174. package/src/organization-model/domains/navigation.ts +139 -139
  175. package/src/organization-model/domains/offerings.ts +71 -71
  176. package/src/organization-model/domains/policies.ts +102 -102
  177. package/src/organization-model/domains/projects.ts +14 -14
  178. package/src/organization-model/domains/prospecting.ts +395 -395
  179. package/src/organization-model/domains/resources.ts +167 -132
  180. package/src/organization-model/domains/roles.ts +96 -96
  181. package/src/organization-model/domains/sales.test.ts +218 -218
  182. package/src/organization-model/domains/sales.ts +380 -380
  183. package/src/organization-model/domains/shared.ts +63 -63
  184. package/src/organization-model/domains/statuses.ts +339 -339
  185. package/src/organization-model/domains/systems.ts +217 -172
  186. package/src/organization-model/foundation.ts +75 -75
  187. package/src/organization-model/graph/build.ts +1016 -888
  188. package/src/organization-model/graph/index.ts +4 -4
  189. package/src/organization-model/graph/link.ts +10 -10
  190. package/src/organization-model/graph/schema.ts +76 -70
  191. package/src/organization-model/graph/types.ts +73 -67
  192. package/src/organization-model/helpers.ts +289 -241
  193. package/src/organization-model/icons.ts +78 -66
  194. package/src/organization-model/index.ts +130 -128
  195. package/src/organization-model/migration-helpers.ts +247 -244
  196. package/src/organization-model/ontology.ts +661 -0
  197. package/src/organization-model/organization-graph.mdx +110 -90
  198. package/src/organization-model/organization-model.mdx +226 -219
  199. package/src/organization-model/published.ts +289 -235
  200. package/src/organization-model/resolve.ts +146 -91
  201. package/src/organization-model/schema.ts +790 -671
  202. package/src/organization-model/surface-projection.ts +212 -212
  203. package/src/organization-model/types.ts +177 -167
  204. package/src/platform/api/types.ts +38 -38
  205. package/src/platform/constants/versions.ts +3 -3
  206. package/src/platform/index.ts +23 -23
  207. package/src/platform/registry/__tests__/command-view.test.ts +10 -10
  208. package/src/platform/registry/__tests__/resource-link.test.ts +35 -35
  209. package/src/platform/registry/__tests__/resource-registry.integration.test.ts +20 -20
  210. package/src/platform/registry/__tests__/resource-registry.nested-systems.test.ts +245 -245
  211. package/src/platform/registry/__tests__/resource-registry.test.ts +2053 -2053
  212. package/src/platform/registry/__tests__/validation.test.ts +1347 -1347
  213. package/src/platform/registry/command-view.ts +10 -10
  214. package/src/platform/registry/index.ts +103 -103
  215. package/src/platform/registry/resource-link.ts +32 -32
  216. package/src/platform/registry/resource-registry.ts +890 -890
  217. package/src/platform/registry/serialization.ts +295 -295
  218. package/src/platform/registry/serialized-types.ts +166 -166
  219. package/src/platform/registry/stats-types.ts +68 -68
  220. package/src/platform/registry/types.ts +425 -425
  221. package/src/platform/registry/validation.ts +745 -745
  222. package/src/platform/utils/__tests__/validation.test.ts +1084 -1084
  223. package/src/platform/utils/validation.ts +425 -425
  224. package/src/projects/api-schemas.test.ts +39 -39
  225. package/src/projects/api-schemas.ts +291 -291
  226. package/src/reference/_generated/contracts.md +2101 -2096
  227. package/src/reference/glossary.md +76 -76
  228. package/src/scaffold-registry/__tests__/index.test.ts +206 -206
  229. package/src/scaffold-registry/__tests__/schema.test.ts +166 -166
  230. package/src/scaffold-registry/index.ts +392 -392
  231. package/src/scaffold-registry/schema.ts +243 -243
  232. package/src/server.ts +289 -289
  233. package/src/supabase/database.types.ts +3153 -3153
  234. package/src/test-utils/README.md +37 -37
  235. package/src/test-utils/entities.ts +108 -108
  236. package/src/test-utils/fixtures/memberships.ts +82 -82
  237. package/src/test-utils/index.ts +12 -12
  238. package/src/test-utils/organization-model.ts +65 -65
  239. package/src/test-utils/published.ts +6 -6
  240. package/src/test-utils/rls/RLSTestContext.ts +588 -588
  241. package/src/test-utils/test-utils.test.ts +44 -44
@@ -1,218 +1,218 @@
1
- import { describe, it, expect } from 'vitest'
2
- import {
3
- CRM_PIPELINE_DEFINITION,
4
- CRM_DISCOVERY_REPLIED_STATE,
5
- CRM_DISCOVERY_LINK_SENT_STATE,
6
- CRM_DISCOVERY_NUDGING_STATE,
7
- CRM_DISCOVERY_BOOKING_CANCELLED_STATE,
8
- CRM_REPLY_SENT_STATE,
9
- CRM_FOLLOWUP_1_SENT_STATE,
10
- CRM_FOLLOWUP_2_SENT_STATE,
11
- CRM_FOLLOWUP_3_SENT_STATE,
12
- CRM_PRIORITY_BUCKETS,
13
- DEFAULT_CRM_PRIORITY_RULE_CONFIG,
14
- getValidStatesForStage,
15
- findPipeline,
16
- ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE,
17
- ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE,
18
- LEAD_GEN_PIPELINE_DEFINITIONS
19
- } from './sales'
20
-
21
- describe('CRM_PIPELINE_DEFINITION', () => {
22
- it('has pipelineKey "crm"', () => {
23
- expect(CRM_PIPELINE_DEFINITION.pipelineKey).toBe('crm')
24
- })
25
-
26
- it('has entityKey "crm.deal"', () => {
27
- expect(CRM_PIPELINE_DEFINITION.entityKey).toBe('crm.deal')
28
- })
29
-
30
- it('has exactly 6 stages', () => {
31
- expect(CRM_PIPELINE_DEFINITION.stages).toHaveLength(6)
32
- })
33
-
34
- it('stage keys are interested, proposal, closing, closed_won, closed_lost, nurturing in order', () => {
35
- const keys = CRM_PIPELINE_DEFINITION.stages.map((s) => s.stageKey)
36
- expect(keys).toEqual(['interested', 'proposal', 'closing', 'closed_won', 'closed_lost', 'nurturing'])
37
- })
38
-
39
- it('interested stage has exactly 8 states', () => {
40
- const interested = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'interested')
41
- expect(interested?.states).toHaveLength(8)
42
- })
43
-
44
- it('interested stage contains all 8 expected state constants', () => {
45
- const interested = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'interested')!
46
- const stateKeys = interested.states.map((s) => s.stateKey)
47
- expect(stateKeys).toContain(CRM_DISCOVERY_REPLIED_STATE.stateKey)
48
- expect(stateKeys).toContain(CRM_DISCOVERY_LINK_SENT_STATE.stateKey)
49
- expect(stateKeys).toContain(CRM_DISCOVERY_NUDGING_STATE.stateKey)
50
- expect(stateKeys).toContain(CRM_DISCOVERY_BOOKING_CANCELLED_STATE.stateKey)
51
- expect(stateKeys).toContain(CRM_REPLY_SENT_STATE.stateKey)
52
- expect(stateKeys).toContain(CRM_FOLLOWUP_1_SENT_STATE.stateKey)
53
- expect(stateKeys).toContain(CRM_FOLLOWUP_2_SENT_STATE.stateKey)
54
- expect(stateKeys).toContain(CRM_FOLLOWUP_3_SENT_STATE.stateKey)
55
- })
56
-
57
- it('interested stage states reference the exported constants by identity', () => {
58
- const interested = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'interested')!
59
- expect(interested.states).toContain(CRM_DISCOVERY_REPLIED_STATE)
60
- expect(interested.states).toContain(CRM_FOLLOWUP_3_SENT_STATE)
61
- })
62
-
63
- it.each(['proposal', 'closing', 'closed_won', 'closed_lost', 'nurturing'])(
64
- '%s stage has an empty states array',
65
- (stageKey) => {
66
- const stage = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === stageKey)
67
- expect(stage).toBeDefined()
68
- expect(stage?.states).toHaveLength(0)
69
- }
70
- )
71
-
72
- it('closed_won stage has empty states array', () => {
73
- const stage = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'closed_won')
74
- expect(stage?.states).toEqual([])
75
- })
76
-
77
- it('closed_lost stage has empty states array', () => {
78
- const stage = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'closed_lost')
79
- expect(stage?.states).toEqual([])
80
- })
81
- })
82
-
83
- describe('CRM state constant shapes', () => {
84
- it('CRM_DISCOVERY_REPLIED_STATE has correct stateKey and label', () => {
85
- expect(CRM_DISCOVERY_REPLIED_STATE).toEqual({ stateKey: 'discovery_replied', label: 'Discovery Replied' })
86
- })
87
-
88
- it('CRM_FOLLOWUP_1_SENT_STATE has correct stateKey and label', () => {
89
- expect(CRM_FOLLOWUP_1_SENT_STATE).toEqual({ stateKey: 'followup_1_sent', label: 'Follow-up 1 Sent' })
90
- })
91
-
92
- it('CRM_FOLLOWUP_2_SENT_STATE has correct stateKey and label', () => {
93
- expect(CRM_FOLLOWUP_2_SENT_STATE).toEqual({ stateKey: 'followup_2_sent', label: 'Follow-up 2 Sent' })
94
- })
95
-
96
- it('CRM_FOLLOWUP_3_SENT_STATE has correct stateKey and label', () => {
97
- expect(CRM_FOLLOWUP_3_SENT_STATE).toEqual({ stateKey: 'followup_3_sent', label: 'Follow-up 3 Sent' })
98
- })
99
- })
100
-
101
- describe('DEFAULT_CRM_PRIORITY_RULE_CONFIG', () => {
102
- it('defines the canonical CRM priority buckets in sort order', () => {
103
- expect(CRM_PRIORITY_BUCKETS.map((bucket) => bucket.bucketKey)).toEqual([
104
- 'needs_response',
105
- 'follow_up_due',
106
- 'waiting',
107
- 'stale',
108
- 'closed_low'
109
- ])
110
- expect(CRM_PRIORITY_BUCKETS.map((bucket) => bucket.rank)).toEqual([10, 20, 30, 40, 50])
111
- })
112
-
113
- it('includes display metadata for each bucket', () => {
114
- for (const bucket of CRM_PRIORITY_BUCKETS) {
115
- expect(bucket.label).toEqual(expect.any(String))
116
- expect(bucket.rank).toEqual(expect.any(Number))
117
- expect(bucket.color).toEqual(expect.any(String))
118
- }
119
- })
120
-
121
- it('maps CRM states and closed stages into priority rules', () => {
122
- expect(DEFAULT_CRM_PRIORITY_RULE_CONFIG.closedStageKeys).toEqual(['closed_won', 'closed_lost'])
123
- expect(DEFAULT_CRM_PRIORITY_RULE_CONFIG.followUpAfterDaysByStateKey.discovery_link_sent).toBe(3)
124
- expect(DEFAULT_CRM_PRIORITY_RULE_CONFIG.staleAfterDays).toBeGreaterThan(0)
125
- })
126
- })
127
-
128
- describe('getValidStatesForStage', () => {
129
- it('returns all 8 states for the interested stage', () => {
130
- const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'interested')
131
- expect(states).toHaveLength(8)
132
- expect(states.map((s) => s.stateKey)).toContain('discovery_replied')
133
- expect(states.map((s) => s.stateKey)).toContain('followup_3_sent')
134
- })
135
-
136
- it('returns empty array for the proposal stage (no states defined)', () => {
137
- const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'proposal')
138
- expect(states).toEqual([])
139
- })
140
-
141
- it('returns empty array for the closing stage (no states defined)', () => {
142
- const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'closing')
143
- expect(states).toEqual([])
144
- })
145
-
146
- it('returns empty array for closed_won stage', () => {
147
- const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'closed_won')
148
- expect(states).toEqual([])
149
- })
150
-
151
- it('returns empty array for closed_lost stage', () => {
152
- const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'closed_lost')
153
- expect(states).toEqual([])
154
- })
155
-
156
- it('returns empty array for nurturing stage (no states defined)', () => {
157
- const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'nurturing')
158
- expect(states).toEqual([])
159
- })
160
-
161
- it('returns empty array for an unknown stage key', () => {
162
- const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'unknown_stage')
163
- expect(states).toEqual([])
164
- })
165
-
166
- it('returns empty array for an empty string stage key', () => {
167
- const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, '')
168
- expect(states).toEqual([])
169
- })
170
-
171
- it('is case-sensitive — "Interested" does not match "interested"', () => {
172
- const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'Interested')
173
- expect(states).toEqual([])
174
- })
175
-
176
- it('works with the lead-gen member pipeline for known stage', () => {
177
- const states = getValidStatesForStage(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE, 'outreach')
178
- expect(states.length).toBeGreaterThan(0)
179
- expect(states.map((s) => s.stateKey)).toContain('personalized')
180
- })
181
-
182
- it('works with the lead-gen member pipeline for unknown stage', () => {
183
- const states = getValidStatesForStage(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE, 'nonexistent')
184
- expect(states).toEqual([])
185
- })
186
- })
187
-
188
- describe('findPipeline', () => {
189
- it('finds a pipeline by pipelineKey when present', () => {
190
- const found = findPipeline(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member'], 'lead-gen')
191
- expect(found).toBe(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE)
192
- })
193
-
194
- it('returns undefined for an unknown pipelineKey', () => {
195
- const found = findPipeline(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member'], 'crm')
196
- expect(found).toBeUndefined()
197
- })
198
-
199
- it('returns undefined for an empty array', () => {
200
- const found = findPipeline([], 'lead-gen')
201
- expect(found).toBeUndefined()
202
- })
203
- })
204
-
205
- describe('LEAD_GEN_PIPELINE_DEFINITIONS', () => {
206
- it('has entries for acq.list-member and acq.list-company', () => {
207
- expect(LEAD_GEN_PIPELINE_DEFINITIONS).toHaveProperty('acq.list-member')
208
- expect(LEAD_GEN_PIPELINE_DEFINITIONS).toHaveProperty('acq.list-company')
209
- })
210
-
211
- it('acq.list-member entry contains the ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE', () => {
212
- expect(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member']).toContain(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE)
213
- })
214
-
215
- it('acq.list-company entry contains the ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE', () => {
216
- expect(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-company']).toContain(ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE)
217
- })
218
- })
1
+ import { describe, it, expect } from 'vitest'
2
+ import {
3
+ CRM_PIPELINE_DEFINITION,
4
+ CRM_DISCOVERY_REPLIED_STATE,
5
+ CRM_DISCOVERY_LINK_SENT_STATE,
6
+ CRM_DISCOVERY_NUDGING_STATE,
7
+ CRM_DISCOVERY_BOOKING_CANCELLED_STATE,
8
+ CRM_REPLY_SENT_STATE,
9
+ CRM_FOLLOWUP_1_SENT_STATE,
10
+ CRM_FOLLOWUP_2_SENT_STATE,
11
+ CRM_FOLLOWUP_3_SENT_STATE,
12
+ CRM_PRIORITY_BUCKETS,
13
+ DEFAULT_CRM_PRIORITY_RULE_CONFIG,
14
+ getValidStatesForStage,
15
+ findPipeline,
16
+ ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE,
17
+ ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE,
18
+ LEAD_GEN_PIPELINE_DEFINITIONS
19
+ } from './sales'
20
+
21
+ describe('CRM_PIPELINE_DEFINITION', () => {
22
+ it('has pipelineKey "crm"', () => {
23
+ expect(CRM_PIPELINE_DEFINITION.pipelineKey).toBe('crm')
24
+ })
25
+
26
+ it('has entityKey "crm.deal"', () => {
27
+ expect(CRM_PIPELINE_DEFINITION.entityKey).toBe('crm.deal')
28
+ })
29
+
30
+ it('has exactly 6 stages', () => {
31
+ expect(CRM_PIPELINE_DEFINITION.stages).toHaveLength(6)
32
+ })
33
+
34
+ it('stage keys are interested, proposal, closing, closed_won, closed_lost, nurturing in order', () => {
35
+ const keys = CRM_PIPELINE_DEFINITION.stages.map((s) => s.stageKey)
36
+ expect(keys).toEqual(['interested', 'proposal', 'closing', 'closed_won', 'closed_lost', 'nurturing'])
37
+ })
38
+
39
+ it('interested stage has exactly 8 states', () => {
40
+ const interested = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'interested')
41
+ expect(interested?.states).toHaveLength(8)
42
+ })
43
+
44
+ it('interested stage contains all 8 expected state constants', () => {
45
+ const interested = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'interested')!
46
+ const stateKeys = interested.states.map((s) => s.stateKey)
47
+ expect(stateKeys).toContain(CRM_DISCOVERY_REPLIED_STATE.stateKey)
48
+ expect(stateKeys).toContain(CRM_DISCOVERY_LINK_SENT_STATE.stateKey)
49
+ expect(stateKeys).toContain(CRM_DISCOVERY_NUDGING_STATE.stateKey)
50
+ expect(stateKeys).toContain(CRM_DISCOVERY_BOOKING_CANCELLED_STATE.stateKey)
51
+ expect(stateKeys).toContain(CRM_REPLY_SENT_STATE.stateKey)
52
+ expect(stateKeys).toContain(CRM_FOLLOWUP_1_SENT_STATE.stateKey)
53
+ expect(stateKeys).toContain(CRM_FOLLOWUP_2_SENT_STATE.stateKey)
54
+ expect(stateKeys).toContain(CRM_FOLLOWUP_3_SENT_STATE.stateKey)
55
+ })
56
+
57
+ it('interested stage states reference the exported constants by identity', () => {
58
+ const interested = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'interested')!
59
+ expect(interested.states).toContain(CRM_DISCOVERY_REPLIED_STATE)
60
+ expect(interested.states).toContain(CRM_FOLLOWUP_3_SENT_STATE)
61
+ })
62
+
63
+ it.each(['proposal', 'closing', 'closed_won', 'closed_lost', 'nurturing'])(
64
+ '%s stage has an empty states array',
65
+ (stageKey) => {
66
+ const stage = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === stageKey)
67
+ expect(stage).toBeDefined()
68
+ expect(stage?.states).toHaveLength(0)
69
+ }
70
+ )
71
+
72
+ it('closed_won stage has empty states array', () => {
73
+ const stage = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'closed_won')
74
+ expect(stage?.states).toEqual([])
75
+ })
76
+
77
+ it('closed_lost stage has empty states array', () => {
78
+ const stage = CRM_PIPELINE_DEFINITION.stages.find((s) => s.stageKey === 'closed_lost')
79
+ expect(stage?.states).toEqual([])
80
+ })
81
+ })
82
+
83
+ describe('CRM state constant shapes', () => {
84
+ it('CRM_DISCOVERY_REPLIED_STATE has correct stateKey and label', () => {
85
+ expect(CRM_DISCOVERY_REPLIED_STATE).toEqual({ stateKey: 'discovery_replied', label: 'Discovery Replied' })
86
+ })
87
+
88
+ it('CRM_FOLLOWUP_1_SENT_STATE has correct stateKey and label', () => {
89
+ expect(CRM_FOLLOWUP_1_SENT_STATE).toEqual({ stateKey: 'followup_1_sent', label: 'Follow-up 1 Sent' })
90
+ })
91
+
92
+ it('CRM_FOLLOWUP_2_SENT_STATE has correct stateKey and label', () => {
93
+ expect(CRM_FOLLOWUP_2_SENT_STATE).toEqual({ stateKey: 'followup_2_sent', label: 'Follow-up 2 Sent' })
94
+ })
95
+
96
+ it('CRM_FOLLOWUP_3_SENT_STATE has correct stateKey and label', () => {
97
+ expect(CRM_FOLLOWUP_3_SENT_STATE).toEqual({ stateKey: 'followup_3_sent', label: 'Follow-up 3 Sent' })
98
+ })
99
+ })
100
+
101
+ describe('DEFAULT_CRM_PRIORITY_RULE_CONFIG', () => {
102
+ it('defines the canonical CRM priority buckets in sort order', () => {
103
+ expect(CRM_PRIORITY_BUCKETS.map((bucket) => bucket.bucketKey)).toEqual([
104
+ 'needs_response',
105
+ 'follow_up_due',
106
+ 'waiting',
107
+ 'stale',
108
+ 'closed_low'
109
+ ])
110
+ expect(CRM_PRIORITY_BUCKETS.map((bucket) => bucket.rank)).toEqual([10, 20, 30, 40, 50])
111
+ })
112
+
113
+ it('includes display metadata for each bucket', () => {
114
+ for (const bucket of CRM_PRIORITY_BUCKETS) {
115
+ expect(bucket.label).toEqual(expect.any(String))
116
+ expect(bucket.rank).toEqual(expect.any(Number))
117
+ expect(bucket.color).toEqual(expect.any(String))
118
+ }
119
+ })
120
+
121
+ it('maps CRM states and closed stages into priority rules', () => {
122
+ expect(DEFAULT_CRM_PRIORITY_RULE_CONFIG.closedStageKeys).toEqual(['closed_won', 'closed_lost'])
123
+ expect(DEFAULT_CRM_PRIORITY_RULE_CONFIG.followUpAfterDaysByStateKey.discovery_link_sent).toBe(3)
124
+ expect(DEFAULT_CRM_PRIORITY_RULE_CONFIG.staleAfterDays).toBeGreaterThan(0)
125
+ })
126
+ })
127
+
128
+ describe('getValidStatesForStage', () => {
129
+ it('returns all 8 states for the interested stage', () => {
130
+ const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'interested')
131
+ expect(states).toHaveLength(8)
132
+ expect(states.map((s) => s.stateKey)).toContain('discovery_replied')
133
+ expect(states.map((s) => s.stateKey)).toContain('followup_3_sent')
134
+ })
135
+
136
+ it('returns empty array for the proposal stage (no states defined)', () => {
137
+ const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'proposal')
138
+ expect(states).toEqual([])
139
+ })
140
+
141
+ it('returns empty array for the closing stage (no states defined)', () => {
142
+ const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'closing')
143
+ expect(states).toEqual([])
144
+ })
145
+
146
+ it('returns empty array for closed_won stage', () => {
147
+ const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'closed_won')
148
+ expect(states).toEqual([])
149
+ })
150
+
151
+ it('returns empty array for closed_lost stage', () => {
152
+ const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'closed_lost')
153
+ expect(states).toEqual([])
154
+ })
155
+
156
+ it('returns empty array for nurturing stage (no states defined)', () => {
157
+ const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'nurturing')
158
+ expect(states).toEqual([])
159
+ })
160
+
161
+ it('returns empty array for an unknown stage key', () => {
162
+ const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'unknown_stage')
163
+ expect(states).toEqual([])
164
+ })
165
+
166
+ it('returns empty array for an empty string stage key', () => {
167
+ const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, '')
168
+ expect(states).toEqual([])
169
+ })
170
+
171
+ it('is case-sensitive — "Interested" does not match "interested"', () => {
172
+ const states = getValidStatesForStage(CRM_PIPELINE_DEFINITION, 'Interested')
173
+ expect(states).toEqual([])
174
+ })
175
+
176
+ it('works with the lead-gen member pipeline for known stage', () => {
177
+ const states = getValidStatesForStage(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE, 'outreach')
178
+ expect(states.length).toBeGreaterThan(0)
179
+ expect(states.map((s) => s.stateKey)).toContain('personalized')
180
+ })
181
+
182
+ it('works with the lead-gen member pipeline for unknown stage', () => {
183
+ const states = getValidStatesForStage(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE, 'nonexistent')
184
+ expect(states).toEqual([])
185
+ })
186
+ })
187
+
188
+ describe('findPipeline', () => {
189
+ it('finds a pipeline by pipelineKey when present', () => {
190
+ const found = findPipeline(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member'], 'lead-gen')
191
+ expect(found).toBe(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE)
192
+ })
193
+
194
+ it('returns undefined for an unknown pipelineKey', () => {
195
+ const found = findPipeline(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member'], 'crm')
196
+ expect(found).toBeUndefined()
197
+ })
198
+
199
+ it('returns undefined for an empty array', () => {
200
+ const found = findPipeline([], 'lead-gen')
201
+ expect(found).toBeUndefined()
202
+ })
203
+ })
204
+
205
+ describe('LEAD_GEN_PIPELINE_DEFINITIONS', () => {
206
+ it('has entries for acq.list-member and acq.list-company', () => {
207
+ expect(LEAD_GEN_PIPELINE_DEFINITIONS).toHaveProperty('acq.list-member')
208
+ expect(LEAD_GEN_PIPELINE_DEFINITIONS).toHaveProperty('acq.list-company')
209
+ })
210
+
211
+ it('acq.list-member entry contains the ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE', () => {
212
+ expect(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-member']).toContain(ACQ_LIST_MEMBERS_LEAD_GEN_PIPELINE)
213
+ })
214
+
215
+ it('acq.list-company entry contains the ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE', () => {
216
+ expect(LEAD_GEN_PIPELINE_DEFINITIONS['acq.list-company']).toContain(ACQ_LIST_COMPANIES_LEAD_GEN_PIPELINE)
217
+ })
218
+ })