@elevasis/core 0.23.0 → 0.24.0

package/src/business/acquisition/crm-next-action.test.ts

@@ -1,262 +1,262 @@
-import { describe, it, expect } from 'vitest'
-import { evaluateCrmDealNextAction, resolveCrmNextActionRuleConfig } from './crm-next-action'
-import { DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG } from '../../organization-model/domains/sales'
-
-// ---------------------------------------------------------------------------
-// Helpers
-// ---------------------------------------------------------------------------
-
-function makeEvent(type: string, timestamp: string): Record<string, unknown> {
-  return { type, timestamp }
-}
-
-const INBOUND = 'reply_received'
-const OUTBOUND = 'reply_sent_to_lead'
-
-// ---------------------------------------------------------------------------
-// Closed deals → null
-// ---------------------------------------------------------------------------
-
-describe('evaluateCrmDealNextAction — closed deals', () => {
-  it('returns null for closed_won regardless of activity', () => {
-    expect(
-      evaluateCrmDealNextAction({
-        stage_key: 'interested',
-        state_key: 'closed_won',
-        activity_log: [makeEvent(INBOUND, '2026-01-10T10:00:00Z')]
-      })
-    ).toBeNull()
-  })
-
-  it('returns null for closed_lost regardless of activity', () => {
-    expect(
-      evaluateCrmDealNextAction({
-        stage_key: 'interested',
-        state_key: 'closed_lost',
-        activity_log: [makeEvent(INBOUND, '2026-01-10T10:00:00Z')]
-      })
-    ).toBeNull()
-  })
-
-  it('returns null for closed stages even when state_key is still actionable', () => {
-    expect(
-      evaluateCrmDealNextAction({
-        stage_key: 'closed_won',
-        state_key: 'discovery_replied',
-        activity_log: [makeEvent(INBOUND, '2026-01-10T10:00:00Z')]
-      })
-    ).toBeNull()
-  })
-
-  it('returns null when activity_log is empty (ownership null)', () => {
-    expect(
-      evaluateCrmDealNextAction({
-        stage_key: 'interested',
-        state_key: 'discovery_replied',
-        activity_log: []
-      })
-    ).toBeNull()
-  })
-})
-
-// ---------------------------------------------------------------------------
-// (state_key, ownership) mapping table
-// ---------------------------------------------------------------------------
-
-describe('evaluateCrmDealNextAction — mapping table', () => {
-  it('(discovery_replied, us) → send_reply', () => {
-    const result = evaluateCrmDealNextAction({
-      stage_key: 'interested',
-      state_key: 'discovery_replied',
-      activity_log: [makeEvent(INBOUND, '2026-04-20T10:00:00Z')]
-    })
-    expect(result).toBe('send_reply')
-  })
-
-  it('(discovery_nudging, them) → send_nudge', () => {
-    const result = evaluateCrmDealNextAction({
-      stage_key: 'interested',
-      state_key: 'discovery_nudging',
-      activity_log: [makeEvent(OUTBOUND, '2026-04-20T10:00:00Z')]
-    })
-    expect(result).toBe('send_nudge')
-  })
-
-  it('(discovery_link_sent, them) → send_nudge only after staleAfterDays', () => {
-    const recentActivity = '2026-04-29T10:00:00Z'
-    const now = new Date('2026-04-30T10:00:00Z')
-
-    // Age = 1 day — below staleAfterDays (14), no mapping fires → null fallback
-    // ownership === 'them' and no stale match → falls through to null
-    const notStale = evaluateCrmDealNextAction(
-      {
-        stage_key: 'interested',
-        state_key: 'discovery_link_sent',
-        activity_log: [makeEvent(OUTBOUND, recentActivity)]
-      },
-      { now }
-    )
-    expect(notStale).toBeNull()
-  })
-
-  it('(discovery_link_sent, them) → send_nudge when age >= staleAfterDays', () => {
-    const oldActivity = '2026-04-01T10:00:00Z'
-    const now = new Date('2026-04-30T10:00:00Z') // 29 days later
-
-    const stale = evaluateCrmDealNextAction(
-      {
-        stage_key: 'interested',
-        state_key: 'discovery_link_sent',
-        activity_log: [makeEvent(OUTBOUND, oldActivity)]
-      },
-      { now }
-    )
-    expect(stale).toBe('send_nudge')
-  })
-
-  it('(*, us) → ownershipUsFallback send_reply when no explicit mapping matches', () => {
-    // reply_sent + inbound → ownership=us, state_key not in explicit mappings
-    const result = evaluateCrmDealNextAction({
-      stage_key: 'interested',
-      state_key: 'reply_sent',
-      activity_log: [makeEvent(INBOUND, '2026-04-20T10:00:00Z')]
-    })
-    expect(result).toBe('send_reply')
-  })
-
-  it('(followup_1_sent, us) → send_reply via fallback', () => {
-    const result = evaluateCrmDealNextAction({
-      stage_key: 'interested',
-      state_key: 'followup_1_sent',
-      activity_log: [makeEvent(INBOUND, '2026-04-20T10:00:00Z')]
-    })
-    expect(result).toBe('send_reply')
-  })
-
-  it('returns null when ownership is them and no mapping matches and not stale', () => {
-    const result = evaluateCrmDealNextAction({
-      stage_key: 'interested',
-      state_key: 'followup_2_sent',
-      activity_log: [makeEvent(OUTBOUND, '2026-04-29T10:00:00Z')]
-    })
-    expect(result).toBeNull()
-  })
-})
-
-// ---------------------------------------------------------------------------
-// ageDays option
-// ---------------------------------------------------------------------------
-
-describe('evaluateCrmDealNextAction — ageDays option', () => {
-  it('uses supplied ageDays instead of computing from activity_log', () => {
-    // discovery_link_sent + them + ageDays=20 (>=14) → send_nudge
-    const result = evaluateCrmDealNextAction(
-      {
-        stage_key: 'interested',
-        state_key: 'discovery_link_sent',
-        activity_log: [makeEvent(OUTBOUND, '2026-04-29T10:00:00Z')]
-      },
-      { ageDays: 20 }
-    )
-    expect(result).toBe('send_nudge')
-  })
-
-  it('requiresStale blocks when ageDays=0', () => {
-    const result = evaluateCrmDealNextAction(
-      {
-        stage_key: 'interested',
-        state_key: 'discovery_link_sent',
-        activity_log: [makeEvent(OUTBOUND, '2026-04-29T10:00:00Z')]
-      },
-      { ageDays: 0 }
-    )
-    expect(result).toBeNull()
-  })
-})
-
-// ---------------------------------------------------------------------------
-// resolveCrmNextActionRuleConfig — defaults
-// ---------------------------------------------------------------------------
-
-describe('resolveCrmNextActionRuleConfig — defaults', () => {
-  it('returns default config when called with no input', () => {
-    const config = resolveCrmNextActionRuleConfig()
-    expect(config.ownershipUsFallback).toBe(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.ownershipUsFallback)
-    expect(config.mappings).toHaveLength(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.mappings.length)
-  })
-
-  it('returns default config for invalid input', () => {
-    const config = resolveCrmNextActionRuleConfig('not-an-object')
-    expect(config.ownershipUsFallback).toBe(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.ownershipUsFallback)
-  })
-
-  it('accepts a full CrmNextActionRuleConfig directly', () => {
-    const full = {
-      mappings: [{ stateKey: 'foo', ownership: 'us' as const, actionKey: 'bar' }],
-      ownershipUsFallback: 'bar'
-    }
-    const config = resolveCrmNextActionRuleConfig(full)
-    expect(config.ownershipUsFallback).toBe('bar')
-    expect(config.mappings).toHaveLength(1)
-  })
-})
-
-// ---------------------------------------------------------------------------
-// Per-org override merging
-// ---------------------------------------------------------------------------
-
-describe('resolveCrmNextActionRuleConfig — per-org override', () => {
-  it('prepends org mappings before defaults (org rules win on first-match)', () => {
-    const orgConfig = {
-      crm: {
-        next_actions: {
-          mappings: [{ stateKey: 'discovery_replied', ownership: 'us' as const, actionKey: 'custom_action' }]
-        }
-      }
-    }
-    const config = resolveCrmNextActionRuleConfig(orgConfig)
-    // Org mapping should appear first
-    expect(config.mappings[0].actionKey).toBe('custom_action')
-    // Default mappings still present after org ones
-    expect(config.mappings.length).toBeGreaterThan(1)
-  })
-
-  it('overrides ownershipUsFallback when supplied', () => {
-    const orgConfig = {
-      crm: {
-        next_actions: {
-          ownershipUsFallback: 'org_custom_reply'
-        }
-      }
-    }
-    const config = resolveCrmNextActionRuleConfig(orgConfig)
-    expect(config.ownershipUsFallback).toBe('org_custom_reply')
-  })
-
-  it('org override fires over default for same (state_key, ownership) pair', () => {
-    // Org remaps (discovery_replied, us) → 'org_reply'
-    const result = evaluateCrmDealNextAction(
-      {
-        stage_key: 'interested',
-        state_key: 'discovery_replied',
-        activity_log: [makeEvent(INBOUND, '2026-04-20T10:00:00Z')]
-      },
-      {
-        config: {
-          crm: {
-            next_actions: {
-              mappings: [{ stateKey: 'discovery_replied', ownership: 'us', actionKey: 'org_reply' }]
-            }
-          }
-        }
-      }
-    )
-    expect(result).toBe('org_reply')
-  })
-
-  it('falls back to defaults when org override is empty object', () => {
-    const config = resolveCrmNextActionRuleConfig({ crm: { next_actions: {} } })
-    expect(config.mappings).toHaveLength(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.mappings.length)
-    expect(config.ownershipUsFallback).toBe(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.ownershipUsFallback)
-  })
-})
+import { describe, it, expect } from 'vitest'
+import { evaluateCrmDealNextAction, resolveCrmNextActionRuleConfig } from './crm-next-action'
+import { DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG } from '../../organization-model/domains/sales'
+
+// ---------------------------------------------------------------------------
+// Helpers
+// ---------------------------------------------------------------------------
+
+function makeEvent(type: string, timestamp: string): Record<string, unknown> {
+  return { type, timestamp }
+}
+
+const INBOUND = 'reply_received'
+const OUTBOUND = 'reply_sent_to_lead'
+
+// ---------------------------------------------------------------------------
+// Closed deals → null
+// ---------------------------------------------------------------------------
+
+describe('evaluateCrmDealNextAction — closed deals', () => {
+  it('returns null for closed_won regardless of activity', () => {
+    expect(
+      evaluateCrmDealNextAction({
+        stage_key: 'interested',
+        state_key: 'closed_won',
+        activity_log: [makeEvent(INBOUND, '2026-01-10T10:00:00Z')]
+      })
+    ).toBeNull()
+  })
+
+  it('returns null for closed_lost regardless of activity', () => {
+    expect(
+      evaluateCrmDealNextAction({
+        stage_key: 'interested',
+        state_key: 'closed_lost',
+        activity_log: [makeEvent(INBOUND, '2026-01-10T10:00:00Z')]
+      })
+    ).toBeNull()
+  })
+
+  it('returns null for closed stages even when state_key is still actionable', () => {
+    expect(
+      evaluateCrmDealNextAction({
+        stage_key: 'closed_won',
+        state_key: 'discovery_replied',
+        activity_log: [makeEvent(INBOUND, '2026-01-10T10:00:00Z')]
+      })
+    ).toBeNull()
+  })
+
+  it('returns null when activity_log is empty (ownership null)', () => {
+    expect(
+      evaluateCrmDealNextAction({
+        stage_key: 'interested',
+        state_key: 'discovery_replied',
+        activity_log: []
+      })
+    ).toBeNull()
+  })
+})
+
+// ---------------------------------------------------------------------------
+// (state_key, ownership) mapping table
+// ---------------------------------------------------------------------------
+
+describe('evaluateCrmDealNextAction — mapping table', () => {
+  it('(discovery_replied, us) → send_reply', () => {
+    const result = evaluateCrmDealNextAction({
+      stage_key: 'interested',
+      state_key: 'discovery_replied',
+      activity_log: [makeEvent(INBOUND, '2026-04-20T10:00:00Z')]
+    })
+    expect(result).toBe('send_reply')
+  })
+
+  it('(discovery_nudging, them) → send_nudge', () => {
+    const result = evaluateCrmDealNextAction({
+      stage_key: 'interested',
+      state_key: 'discovery_nudging',
+      activity_log: [makeEvent(OUTBOUND, '2026-04-20T10:00:00Z')]
+    })
+    expect(result).toBe('send_nudge')
+  })
+
+  it('(discovery_link_sent, them) → send_nudge only after staleAfterDays', () => {
+    const recentActivity = '2026-04-29T10:00:00Z'
+    const now = new Date('2026-04-30T10:00:00Z')
+
+    // Age = 1 day — below staleAfterDays (14), no mapping fires → null fallback
+    // ownership === 'them' and no stale match → falls through to null
+    const notStale = evaluateCrmDealNextAction(
+      {
+        stage_key: 'interested',
+        state_key: 'discovery_link_sent',
+        activity_log: [makeEvent(OUTBOUND, recentActivity)]
+      },
+      { now }
+    )
+    expect(notStale).toBeNull()
+  })
+
+  it('(discovery_link_sent, them) → send_nudge when age >= staleAfterDays', () => {
+    const oldActivity = '2026-04-01T10:00:00Z'
+    const now = new Date('2026-04-30T10:00:00Z') // 29 days later
+
+    const stale = evaluateCrmDealNextAction(
+      {
+        stage_key: 'interested',
+        state_key: 'discovery_link_sent',
+        activity_log: [makeEvent(OUTBOUND, oldActivity)]
+      },
+      { now }
+    )
+    expect(stale).toBe('send_nudge')
+  })
+
+  it('(*, us) → ownershipUsFallback send_reply when no explicit mapping matches', () => {
+    // reply_sent + inbound → ownership=us, state_key not in explicit mappings
+    const result = evaluateCrmDealNextAction({
+      stage_key: 'interested',
+      state_key: 'reply_sent',
+      activity_log: [makeEvent(INBOUND, '2026-04-20T10:00:00Z')]
+    })
+    expect(result).toBe('send_reply')
+  })
+
+  it('(followup_1_sent, us) → send_reply via fallback', () => {
+    const result = evaluateCrmDealNextAction({
+      stage_key: 'interested',
+      state_key: 'followup_1_sent',
+      activity_log: [makeEvent(INBOUND, '2026-04-20T10:00:00Z')]
+    })
+    expect(result).toBe('send_reply')
+  })
+
+  it('returns null when ownership is them and no mapping matches and not stale', () => {
+    const result = evaluateCrmDealNextAction({
+      stage_key: 'interested',
+      state_key: 'followup_2_sent',
+      activity_log: [makeEvent(OUTBOUND, '2026-04-29T10:00:00Z')]
+    })
+    expect(result).toBeNull()
+  })
+})
+
+// ---------------------------------------------------------------------------
+// ageDays option
+// ---------------------------------------------------------------------------
+
+describe('evaluateCrmDealNextAction — ageDays option', () => {
+  it('uses supplied ageDays instead of computing from activity_log', () => {
+    // discovery_link_sent + them + ageDays=20 (>=14) → send_nudge
+    const result = evaluateCrmDealNextAction(
+      {
+        stage_key: 'interested',
+        state_key: 'discovery_link_sent',
+        activity_log: [makeEvent(OUTBOUND, '2026-04-29T10:00:00Z')]
+      },
+      { ageDays: 20 }
+    )
+    expect(result).toBe('send_nudge')
+  })
+
+  it('requiresStale blocks when ageDays=0', () => {
+    const result = evaluateCrmDealNextAction(
+      {
+        stage_key: 'interested',
+        state_key: 'discovery_link_sent',
+        activity_log: [makeEvent(OUTBOUND, '2026-04-29T10:00:00Z')]
+      },
+      { ageDays: 0 }
+    )
+    expect(result).toBeNull()
+  })
+})
+
+// ---------------------------------------------------------------------------
+// resolveCrmNextActionRuleConfig — defaults
+// ---------------------------------------------------------------------------
+
+describe('resolveCrmNextActionRuleConfig — defaults', () => {
+  it('returns default config when called with no input', () => {
+    const config = resolveCrmNextActionRuleConfig()
+    expect(config.ownershipUsFallback).toBe(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.ownershipUsFallback)
+    expect(config.mappings).toHaveLength(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.mappings.length)
+  })
+
+  it('returns default config for invalid input', () => {
+    const config = resolveCrmNextActionRuleConfig('not-an-object')
+    expect(config.ownershipUsFallback).toBe(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.ownershipUsFallback)
+  })
+
+  it('accepts a full CrmNextActionRuleConfig directly', () => {
+    const full = {
+      mappings: [{ stateKey: 'foo', ownership: 'us' as const, actionKey: 'bar' }],
+      ownershipUsFallback: 'bar'
+    }
+    const config = resolveCrmNextActionRuleConfig(full)
+    expect(config.ownershipUsFallback).toBe('bar')
+    expect(config.mappings).toHaveLength(1)
+  })
+})
+
+// ---------------------------------------------------------------------------
+// Per-org override merging
+// ---------------------------------------------------------------------------
+
+describe('resolveCrmNextActionRuleConfig — per-org override', () => {
+  it('prepends org mappings before defaults (org rules win on first-match)', () => {
+    const orgConfig = {
+      crm: {
+        next_actions: {
+          mappings: [{ stateKey: 'discovery_replied', ownership: 'us' as const, actionKey: 'custom_action' }]
+        }
+      }
+    }
+    const config = resolveCrmNextActionRuleConfig(orgConfig)
+    // Org mapping should appear first
+    expect(config.mappings[0].actionKey).toBe('custom_action')
+    // Default mappings still present after org ones
+    expect(config.mappings.length).toBeGreaterThan(1)
+  })
+
+  it('overrides ownershipUsFallback when supplied', () => {
+    const orgConfig = {
+      crm: {
+        next_actions: {
+          ownershipUsFallback: 'org_custom_reply'
+        }
+      }
+    }
+    const config = resolveCrmNextActionRuleConfig(orgConfig)
+    expect(config.ownershipUsFallback).toBe('org_custom_reply')
+  })
+
+  it('org override fires over default for same (state_key, ownership) pair', () => {
+    // Org remaps (discovery_replied, us) → 'org_reply'
+    const result = evaluateCrmDealNextAction(
+      {
+        stage_key: 'interested',
+        state_key: 'discovery_replied',
+        activity_log: [makeEvent(INBOUND, '2026-04-20T10:00:00Z')]
+      },
+      {
+        config: {
+          crm: {
+            next_actions: {
+              mappings: [{ stateKey: 'discovery_replied', ownership: 'us', actionKey: 'org_reply' }]
+            }
+          }
+        }
+      }
+    )
+    expect(result).toBe('org_reply')
+  })
+
+  it('falls back to defaults when org override is empty object', () => {
+    const config = resolveCrmNextActionRuleConfig({ crm: { next_actions: {} } })
+    expect(config.mappings).toHaveLength(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.mappings.length)
+    expect(config.ownershipUsFallback).toBe(DEFAULT_CRM_NEXT_ACTION_RULE_CONFIG.ownershipUsFallback)
+  })
+})