@elevasis/core 0.23.0 → 0.24.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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
@@ -1,349 +1,349 @@
1
- import { z } from 'zod'
2
- import {
3
- DEFAULT_CRM_PRIORITY_RULE_CONFIG,
4
- type CrmPriorityBucketDefinition,
5
- type CrmPriorityBucketKey,
6
- type CrmPriorityRuleConfig
7
- } from '../../organization-model/domains/sales'
8
- import { getDealOwnership } from './deal-ownership'
9
- import type { DealPriority } from './types'
10
-
11
- export interface CrmPriorityInput {
12
- stage_key: string | null
13
- state_key: string | null
14
- activity_log: unknown
15
- updated_at: string
16
- created_at: string
17
- }
18
-
19
- export interface EvaluateCrmDealPriorityOptions {
20
- config?: CrmPriorityRuleConfig | ResolvedCrmPriorityRuleConfig
21
- now?: Date | string
22
- }
23
-
24
- export const CrmPriorityBucketKeySchema = z.enum(['needs_response', 'follow_up_due', 'waiting', 'stale', 'closed_low'])
25
-
26
- export const CrmPriorityBucketOverrideSchema = z
27
- .object({
28
- label: z.string().trim().min(1).max(80).optional(),
29
- color: z.string().trim().min(1).max(40).optional(),
30
- rank: z.number().int().min(0).max(10000).optional()
31
- })
32
- .strict()
33
-
34
- const CrmPriorityBucketDefinitionSchema = z
35
- .object({
36
- bucketKey: CrmPriorityBucketKeySchema,
37
- label: z.string(),
38
- rank: z.number().int(),
39
- color: z.string()
40
- })
41
- .strict()
42
-
43
- const CrmPriorityRuleConfigSchema = z
44
- .object({
45
- enabled: z.boolean().optional(),
46
- buckets: z.array(CrmPriorityBucketDefinitionSchema),
47
- closedStageKeys: z.array(z.string()),
48
- followUpAfterDaysByStateKey: z.record(z.string(), z.number().int()),
49
- staleAfterDays: z.number().int()
50
- })
51
- .strict()
52
-
53
- export const CrmPriorityOverrideSchema = z
54
- .object({
55
- enabled: z.boolean().optional(),
56
- staleAfterDays: z.number().int().min(1).max(365).optional(),
57
- bucketOrder: z.array(CrmPriorityBucketKeySchema).optional(),
58
- buckets: z.partialRecord(CrmPriorityBucketKeySchema, CrmPriorityBucketOverrideSchema).optional(),
59
- followUpAfterDaysByStateKey: z
60
- .record(z.string().trim().min(1).max(120), z.number().int().min(0).max(365))
61
- .optional(),
62
- closedStageKeys: z.array(z.string().trim().min(1).max(120)).optional()
63
- })
64
- .strict()
65
-
66
- export type CrmPriorityBucketOverride = z.infer<typeof CrmPriorityBucketOverrideSchema>
67
- export type CrmPriorityOverride = z.infer<typeof CrmPriorityOverrideSchema>
68
-
69
- /**
70
- * Resolved CRM priority settings used by evaluators.
71
- *
72
- * When enabled is false, priority evaluation is intentionally neutral: all deals
73
- * receive the configured waiting bucket and no follow-up/stale urgency is computed.
74
- */
75
- export type ResolvedCrmPriorityRuleConfig = CrmPriorityRuleConfig & {
76
- enabled: boolean
77
- }
78
-
79
- interface ParsedActivity {
80
- type: string | null
81
- occurredAt: string
82
- }
83
-
84
- const MS_PER_DAY = 24 * 60 * 60 * 1000
85
-
86
- export function evaluateCrmDealPriority(
87
- input: CrmPriorityInput,
88
- options: EvaluateCrmDealPriorityOptions = {}
89
- ): DealPriority {
90
- const config = resolveCrmPriorityRuleConfig(options.config)
91
- const now = parseDate(options.now ?? new Date()) ?? new Date()
92
- const latestActivityAt = getLatestActivityAt(input)
93
- const nextActionAt = getNextActionAt(input.state_key, latestActivityAt, config)
94
-
95
- if (!config.enabled) {
96
- return buildPriority('waiting', config, {
97
- reason: 'CRM priority evaluation is disabled.',
98
- latestActivityAt,
99
- nextActionAt: null
100
- })
101
- }
102
-
103
- if (input.stage_key && config.closedStageKeys.includes(input.stage_key)) {
104
- return buildPriority('closed_low', config, {
105
- reason: `Deal is in ${input.stage_key}.`,
106
- latestActivityAt,
107
- nextActionAt: null
108
- })
109
- }
110
-
111
- const ownership = getDealOwnership(input)
112
-
113
- if (ownership === 'us') {
114
- return buildPriority('needs_response', config, {
115
- reason: 'Lead replied last — we owe the next move.',
116
- latestActivityAt,
117
- nextActionAt
118
- })
119
- }
120
-
121
- // ownership === 'them' or null: check age against staleAfterDays first
122
- if (latestActivityAt) {
123
- const latestActivityDate = parseDate(latestActivityAt)
124
- if (latestActivityDate && now.getTime() - latestActivityDate.getTime() >= config.staleAfterDays * MS_PER_DAY) {
125
- return buildPriority('stale', config, {
126
- reason: `No meaningful activity in ${config.staleAfterDays} days.`,
127
- latestActivityAt,
128
- nextActionAt: null
129
- })
130
- }
131
- }
132
-
133
- if (ownership === 'them') {
134
- if (nextActionAt) {
135
- const nextActionDate = parseDate(nextActionAt)
136
- if (nextActionDate && nextActionDate <= now) {
137
- return buildPriority('follow_up_due', config, {
138
- reason: 'Configured follow-up window has elapsed.',
139
- latestActivityAt,
140
- nextActionAt
141
- })
142
- }
143
- }
144
-
145
- return buildPriority('waiting', config, {
146
- reason: 'Waiting on their reply.',
147
- latestActivityAt,
148
- nextActionAt
149
- })
150
- }
151
-
152
- // ownership === null (no inbound/outbound events): fall back to follow_up/waiting
153
- if (nextActionAt) {
154
- const nextActionDate = parseDate(nextActionAt)
155
- if (nextActionDate && nextActionDate <= now) {
156
- return buildPriority('follow_up_due', config, {
157
- reason: 'Configured follow-up window has elapsed.',
158
- latestActivityAt,
159
- nextActionAt
160
- })
161
- }
162
-
163
- return buildPriority('waiting', config, {
164
- reason: 'Waiting until the configured next action time.',
165
- latestActivityAt,
166
- nextActionAt
167
- })
168
- }
169
-
170
- return buildPriority('waiting', config, {
171
- reason: 'No immediate response or follow-up is due.',
172
- latestActivityAt,
173
- nextActionAt: null
174
- })
175
- }
176
-
177
- export function resolveCrmPriorityRuleConfig(input?: unknown): ResolvedCrmPriorityRuleConfig {
178
- const candidate = extractPriorityOverride(input)
179
- const fullConfigResult = CrmPriorityRuleConfigSchema.safeParse(candidate)
180
-
181
- if (fullConfigResult.success) return buildResolvedConfig(fullConfigResult.data)
182
-
183
- const result = CrmPriorityOverrideSchema.safeParse(candidate)
184
-
185
- if (!result.success) return buildDefaultResolvedConfig()
186
-
187
- return mergeCrmPriorityOverride(result.data)
188
- }
189
-
190
- function mergeCrmPriorityOverride(override: CrmPriorityOverride): ResolvedCrmPriorityRuleConfig {
191
- const defaultConfig = buildDefaultResolvedConfig()
192
- const bucketOverrides = override.buckets ?? {}
193
- const orderedBucketKeys = override.bucketOrder ? [...new Set(override.bucketOrder)] : []
194
- const orderRanks = new Map<CrmPriorityBucketKey, number>()
195
-
196
- orderedBucketKeys.forEach((bucketKey, index) => {
197
- orderRanks.set(bucketKey, (index + 1) * 10)
198
- })
199
-
200
- const buckets = defaultConfig.buckets
201
- .map((bucket) => {
202
- const bucketOverride = bucketOverrides[bucket.bucketKey]
203
-
204
- return {
205
- ...bucket,
206
- rank: bucketOverride?.rank ?? orderRanks.get(bucket.bucketKey) ?? bucket.rank,
207
- label: bucketOverride?.label ?? bucket.label,
208
- color: bucketOverride?.color ?? bucket.color
209
- }
210
- })
211
- .sort((a, b) => a.rank - b.rank)
212
-
213
- return {
214
- enabled: override.enabled ?? defaultConfig.enabled,
215
- buckets,
216
- closedStageKeys: override.closedStageKeys ?? defaultConfig.closedStageKeys,
217
- followUpAfterDaysByStateKey: {
218
- ...defaultConfig.followUpAfterDaysByStateKey,
219
- ...(override.followUpAfterDaysByStateKey ?? {})
220
- },
221
- staleAfterDays: override.staleAfterDays ?? defaultConfig.staleAfterDays
222
- }
223
- }
224
-
225
- function buildDefaultResolvedConfig(): ResolvedCrmPriorityRuleConfig {
226
- return buildResolvedConfig(DEFAULT_CRM_PRIORITY_RULE_CONFIG)
227
- }
228
-
229
- function buildResolvedConfig(config: CrmPriorityRuleConfig & { enabled?: boolean }): ResolvedCrmPriorityRuleConfig {
230
- return {
231
- enabled: config.enabled ?? true,
232
- buckets: config.buckets.map((bucket) => ({ ...bucket })),
233
- closedStageKeys: [...config.closedStageKeys],
234
- followUpAfterDaysByStateKey: { ...config.followUpAfterDaysByStateKey },
235
- staleAfterDays: config.staleAfterDays
236
- }
237
- }
238
-
239
- function extractPriorityOverride(input: unknown): unknown {
240
- if (!isPlainRecord(input)) return input
241
-
242
- const crm = input.crm
243
- if (isPlainRecord(crm) && Object.prototype.hasOwnProperty.call(crm, 'priority')) {
244
- return crm.priority
245
- }
246
-
247
- return input
248
- }
249
-
250
- function isPlainRecord(value: unknown): value is Record<string, unknown> {
251
- return Boolean(value) && typeof value === 'object' && !Array.isArray(value)
252
- }
253
-
254
- function buildPriority(
255
- bucketKey: CrmPriorityBucketKey,
256
- config: CrmPriorityRuleConfig,
257
- values: Pick<DealPriority, 'reason' | 'latestActivityAt' | 'nextActionAt'>
258
- ): DealPriority {
259
- const bucket = findBucket(config.buckets, bucketKey)
260
-
261
- return {
262
- bucketKey: bucket.bucketKey,
263
- rank: bucket.rank,
264
- label: bucket.label,
265
- color: bucket.color,
266
- reason: values.reason,
267
- latestActivityAt: values.latestActivityAt,
268
- nextActionAt: values.nextActionAt
269
- }
270
- }
271
-
272
- function findBucket(
273
- buckets: CrmPriorityBucketDefinition[],
274
- bucketKey: CrmPriorityBucketKey
275
- ): CrmPriorityBucketDefinition {
276
- const bucket = buckets.find((candidate) => candidate.bucketKey === bucketKey)
277
- if (bucket) return bucket
278
-
279
- return {
280
- bucketKey,
281
- label: bucketKey,
282
- rank: Number.MAX_SAFE_INTEGER,
283
- color: 'gray'
284
- }
285
- }
286
-
287
- function getLatestActivityAt(input: CrmPriorityInput): string | null {
288
- const timestamps = getParsedActivities(input.activity_log).map((activity) => activity.occurredAt)
289
- const fallback = normalizeTimestamp(input.updated_at) ?? normalizeTimestamp(input.created_at)
290
- if (fallback) timestamps.push(fallback)
291
-
292
- return timestamps.sort((a, b) => new Date(b).getTime() - new Date(a).getTime())[0] ?? null
293
- }
294
-
295
- function getParsedActivities(activityLog: unknown): ParsedActivity[] {
296
- if (!Array.isArray(activityLog)) return []
297
-
298
- const parsed: ParsedActivity[] = []
299
-
300
- for (const entry of activityLog) {
301
- if (!entry || typeof entry !== 'object' || Array.isArray(entry)) continue
302
-
303
- const record = entry as Record<string, unknown>
304
- const occurredAt =
305
- normalizeTimestamp(record.timestamp) ??
306
- normalizeTimestamp(record.occurredAt) ??
307
- normalizeTimestamp(record.createdAt) ??
308
- normalizeTimestamp(record.updatedAt) ??
309
- normalizeTimestamp(record.sentAt)
310
-
311
- if (!occurredAt) continue
312
-
313
- parsed.push({
314
- type: typeof record.type === 'string' ? record.type : null,
315
- occurredAt
316
- })
317
- }
318
-
319
- return parsed
320
- }
321
-
322
- function getNextActionAt(
323
- stateKey: string | null,
324
- latestActivityAt: string | null,
325
- config: CrmPriorityRuleConfig
326
- ): string | null {
327
- if (!stateKey || !latestActivityAt) return null
328
-
329
- const days = config.followUpAfterDaysByStateKey[stateKey]
330
- if (days === undefined) return null
331
-
332
- const latestActivityDate = parseDate(latestActivityAt)
333
- if (!latestActivityDate) return null
334
-
335
- return new Date(latestActivityDate.getTime() + days * MS_PER_DAY).toISOString()
336
- }
337
-
338
- function normalizeTimestamp(value: unknown): string | null {
339
- const date = parseDate(value)
340
- return date ? date.toISOString() : null
341
- }
342
-
343
- function parseDate(value: unknown): Date | null {
344
- if (value instanceof Date) return Number.isNaN(value.getTime()) ? null : value
345
- if (typeof value !== 'string') return null
346
-
347
- const date = new Date(value)
348
- return Number.isNaN(date.getTime()) ? null : date
349
- }
1
+ import { z } from 'zod'
2
+ import {
3
+ DEFAULT_CRM_PRIORITY_RULE_CONFIG,
4
+ type CrmPriorityBucketDefinition,
5
+ type CrmPriorityBucketKey,
6
+ type CrmPriorityRuleConfig
7
+ } from '../../organization-model/domains/sales'
8
+ import { getDealOwnership } from './deal-ownership'
9
+ import type { DealPriority } from './types'
10
+
11
+ export interface CrmPriorityInput {
12
+ stage_key: string | null
13
+ state_key: string | null
14
+ activity_log: unknown
15
+ updated_at: string
16
+ created_at: string
17
+ }
18
+
19
+ export interface EvaluateCrmDealPriorityOptions {
20
+ config?: CrmPriorityRuleConfig | ResolvedCrmPriorityRuleConfig
21
+ now?: Date | string
22
+ }
23
+
24
+ export const CrmPriorityBucketKeySchema = z.enum(['needs_response', 'follow_up_due', 'waiting', 'stale', 'closed_low'])
25
+
26
+ export const CrmPriorityBucketOverrideSchema = z
27
+ .object({
28
+ label: z.string().trim().min(1).max(80).optional(),
29
+ color: z.string().trim().min(1).max(40).optional(),
30
+ rank: z.number().int().min(0).max(10000).optional()
31
+ })
32
+ .strict()
33
+
34
+ const CrmPriorityBucketDefinitionSchema = z
35
+ .object({
36
+ bucketKey: CrmPriorityBucketKeySchema,
37
+ label: z.string(),
38
+ rank: z.number().int(),
39
+ color: z.string()
40
+ })
41
+ .strict()
42
+
43
+ const CrmPriorityRuleConfigSchema = z
44
+ .object({
45
+ enabled: z.boolean().optional(),
46
+ buckets: z.array(CrmPriorityBucketDefinitionSchema),
47
+ closedStageKeys: z.array(z.string()),
48
+ followUpAfterDaysByStateKey: z.record(z.string(), z.number().int()),
49
+ staleAfterDays: z.number().int()
50
+ })
51
+ .strict()
52
+
53
+ export const CrmPriorityOverrideSchema = z
54
+ .object({
55
+ enabled: z.boolean().optional(),
56
+ staleAfterDays: z.number().int().min(1).max(365).optional(),
57
+ bucketOrder: z.array(CrmPriorityBucketKeySchema).optional(),
58
+ buckets: z.partialRecord(CrmPriorityBucketKeySchema, CrmPriorityBucketOverrideSchema).optional(),
59
+ followUpAfterDaysByStateKey: z
60
+ .record(z.string().trim().min(1).max(120), z.number().int().min(0).max(365))
61
+ .optional(),
62
+ closedStageKeys: z.array(z.string().trim().min(1).max(120)).optional()
63
+ })
64
+ .strict()
65
+
66
+ export type CrmPriorityBucketOverride = z.infer<typeof CrmPriorityBucketOverrideSchema>
67
+ export type CrmPriorityOverride = z.infer<typeof CrmPriorityOverrideSchema>
68
+
69
+ /**
70
+ * Resolved CRM priority settings used by evaluators.
71
+ *
72
+ * When enabled is false, priority evaluation is intentionally neutral: all deals
73
+ * receive the configured waiting bucket and no follow-up/stale urgency is computed.
74
+ */
75
+ export type ResolvedCrmPriorityRuleConfig = CrmPriorityRuleConfig & {
76
+ enabled: boolean
77
+ }
78
+
79
+ interface ParsedActivity {
80
+ type: string | null
81
+ occurredAt: string
82
+ }
83
+
84
+ const MS_PER_DAY = 24 * 60 * 60 * 1000
85
+
86
+ export function evaluateCrmDealPriority(
87
+ input: CrmPriorityInput,
88
+ options: EvaluateCrmDealPriorityOptions = {}
89
+ ): DealPriority {
90
+ const config = resolveCrmPriorityRuleConfig(options.config)
91
+ const now = parseDate(options.now ?? new Date()) ?? new Date()
92
+ const latestActivityAt = getLatestActivityAt(input)
93
+ const nextActionAt = getNextActionAt(input.state_key, latestActivityAt, config)
94
+
95
+ if (!config.enabled) {
96
+ return buildPriority('waiting', config, {
97
+ reason: 'CRM priority evaluation is disabled.',
98
+ latestActivityAt,
99
+ nextActionAt: null
100
+ })
101
+ }
102
+
103
+ if (input.stage_key && config.closedStageKeys.includes(input.stage_key)) {
104
+ return buildPriority('closed_low', config, {
105
+ reason: `Deal is in ${input.stage_key}.`,
106
+ latestActivityAt,
107
+ nextActionAt: null
108
+ })
109
+ }
110
+
111
+ const ownership = getDealOwnership(input)
112
+
113
+ if (ownership === 'us') {
114
+ return buildPriority('needs_response', config, {
115
+ reason: 'Lead replied last — we owe the next move.',
116
+ latestActivityAt,
117
+ nextActionAt
118
+ })
119
+ }
120
+
121
+ // ownership === 'them' or null: check age against staleAfterDays first
122
+ if (latestActivityAt) {
123
+ const latestActivityDate = parseDate(latestActivityAt)
124
+ if (latestActivityDate && now.getTime() - latestActivityDate.getTime() >= config.staleAfterDays * MS_PER_DAY) {
125
+ return buildPriority('stale', config, {
126
+ reason: `No meaningful activity in ${config.staleAfterDays} days.`,
127
+ latestActivityAt,
128
+ nextActionAt: null
129
+ })
130
+ }
131
+ }
132
+
133
+ if (ownership === 'them') {
134
+ if (nextActionAt) {
135
+ const nextActionDate = parseDate(nextActionAt)
136
+ if (nextActionDate && nextActionDate <= now) {
137
+ return buildPriority('follow_up_due', config, {
138
+ reason: 'Configured follow-up window has elapsed.',
139
+ latestActivityAt,
140
+ nextActionAt
141
+ })
142
+ }
143
+ }
144
+
145
+ return buildPriority('waiting', config, {
146
+ reason: 'Waiting on their reply.',
147
+ latestActivityAt,
148
+ nextActionAt
149
+ })
150
+ }
151
+
152
+ // ownership === null (no inbound/outbound events): fall back to follow_up/waiting
153
+ if (nextActionAt) {
154
+ const nextActionDate = parseDate(nextActionAt)
155
+ if (nextActionDate && nextActionDate <= now) {
156
+ return buildPriority('follow_up_due', config, {
157
+ reason: 'Configured follow-up window has elapsed.',
158
+ latestActivityAt,
159
+ nextActionAt
160
+ })
161
+ }
162
+
163
+ return buildPriority('waiting', config, {
164
+ reason: 'Waiting until the configured next action time.',
165
+ latestActivityAt,
166
+ nextActionAt
167
+ })
168
+ }
169
+
170
+ return buildPriority('waiting', config, {
171
+ reason: 'No immediate response or follow-up is due.',
172
+ latestActivityAt,
173
+ nextActionAt: null
174
+ })
175
+ }
176
+
177
+ export function resolveCrmPriorityRuleConfig(input?: unknown): ResolvedCrmPriorityRuleConfig {
178
+ const candidate = extractPriorityOverride(input)
179
+ const fullConfigResult = CrmPriorityRuleConfigSchema.safeParse(candidate)
180
+
181
+ if (fullConfigResult.success) return buildResolvedConfig(fullConfigResult.data)
182
+
183
+ const result = CrmPriorityOverrideSchema.safeParse(candidate)
184
+
185
+ if (!result.success) return buildDefaultResolvedConfig()
186
+
187
+ return mergeCrmPriorityOverride(result.data)
188
+ }
189
+
190
+ function mergeCrmPriorityOverride(override: CrmPriorityOverride): ResolvedCrmPriorityRuleConfig {
191
+ const defaultConfig = buildDefaultResolvedConfig()
192
+ const bucketOverrides = override.buckets ?? {}
193
+ const orderedBucketKeys = override.bucketOrder ? [...new Set(override.bucketOrder)] : []
194
+ const orderRanks = new Map<CrmPriorityBucketKey, number>()
195
+
196
+ orderedBucketKeys.forEach((bucketKey, index) => {
197
+ orderRanks.set(bucketKey, (index + 1) * 10)
198
+ })
199
+
200
+ const buckets = defaultConfig.buckets
201
+ .map((bucket) => {
202
+ const bucketOverride = bucketOverrides[bucket.bucketKey]
203
+
204
+ return {
205
+ ...bucket,
206
+ rank: bucketOverride?.rank ?? orderRanks.get(bucket.bucketKey) ?? bucket.rank,
207
+ label: bucketOverride?.label ?? bucket.label,
208
+ color: bucketOverride?.color ?? bucket.color
209
+ }
210
+ })
211
+ .sort((a, b) => a.rank - b.rank)
212
+
213
+ return {
214
+ enabled: override.enabled ?? defaultConfig.enabled,
215
+ buckets,
216
+ closedStageKeys: override.closedStageKeys ?? defaultConfig.closedStageKeys,
217
+ followUpAfterDaysByStateKey: {
218
+ ...defaultConfig.followUpAfterDaysByStateKey,
219
+ ...(override.followUpAfterDaysByStateKey ?? {})
220
+ },
221
+ staleAfterDays: override.staleAfterDays ?? defaultConfig.staleAfterDays
222
+ }
223
+ }
224
+
225
+ function buildDefaultResolvedConfig(): ResolvedCrmPriorityRuleConfig {
226
+ return buildResolvedConfig(DEFAULT_CRM_PRIORITY_RULE_CONFIG)
227
+ }
228
+
229
+ function buildResolvedConfig(config: CrmPriorityRuleConfig & { enabled?: boolean }): ResolvedCrmPriorityRuleConfig {
230
+ return {
231
+ enabled: config.enabled ?? true,
232
+ buckets: config.buckets.map((bucket) => ({ ...bucket })),
233
+ closedStageKeys: [...config.closedStageKeys],
234
+ followUpAfterDaysByStateKey: { ...config.followUpAfterDaysByStateKey },
235
+ staleAfterDays: config.staleAfterDays
236
+ }
237
+ }
238
+
239
+ function extractPriorityOverride(input: unknown): unknown {
240
+ if (!isPlainRecord(input)) return input
241
+
242
+ const crm = input.crm
243
+ if (isPlainRecord(crm) && Object.prototype.hasOwnProperty.call(crm, 'priority')) {
244
+ return crm.priority
245
+ }
246
+
247
+ return input
248
+ }
249
+
250
+ function isPlainRecord(value: unknown): value is Record<string, unknown> {
251
+ return Boolean(value) && typeof value === 'object' && !Array.isArray(value)
252
+ }
253
+
254
+ function buildPriority(
255
+ bucketKey: CrmPriorityBucketKey,
256
+ config: CrmPriorityRuleConfig,
257
+ values: Pick<DealPriority, 'reason' | 'latestActivityAt' | 'nextActionAt'>
258
+ ): DealPriority {
259
+ const bucket = findBucket(config.buckets, bucketKey)
260
+
261
+ return {
262
+ bucketKey: bucket.bucketKey,
263
+ rank: bucket.rank,
264
+ label: bucket.label,
265
+ color: bucket.color,
266
+ reason: values.reason,
267
+ latestActivityAt: values.latestActivityAt,
268
+ nextActionAt: values.nextActionAt
269
+ }
270
+ }
271
+
272
+ function findBucket(
273
+ buckets: CrmPriorityBucketDefinition[],
274
+ bucketKey: CrmPriorityBucketKey
275
+ ): CrmPriorityBucketDefinition {
276
+ const bucket = buckets.find((candidate) => candidate.bucketKey === bucketKey)
277
+ if (bucket) return bucket
278
+
279
+ return {
280
+ bucketKey,
281
+ label: bucketKey,
282
+ rank: Number.MAX_SAFE_INTEGER,
283
+ color: 'gray'
284
+ }
285
+ }
286
+
287
+ function getLatestActivityAt(input: CrmPriorityInput): string | null {
288
+ const timestamps = getParsedActivities(input.activity_log).map((activity) => activity.occurredAt)
289
+ const fallback = normalizeTimestamp(input.updated_at) ?? normalizeTimestamp(input.created_at)
290
+ if (fallback) timestamps.push(fallback)
291
+
292
+ return timestamps.sort((a, b) => new Date(b).getTime() - new Date(a).getTime())[0] ?? null
293
+ }
294
+
295
+ function getParsedActivities(activityLog: unknown): ParsedActivity[] {
296
+ if (!Array.isArray(activityLog)) return []
297
+
298
+ const parsed: ParsedActivity[] = []
299
+
300
+ for (const entry of activityLog) {
301
+ if (!entry || typeof entry !== 'object' || Array.isArray(entry)) continue
302
+
303
+ const record = entry as Record<string, unknown>
304
+ const occurredAt =
305
+ normalizeTimestamp(record.timestamp) ??
306
+ normalizeTimestamp(record.occurredAt) ??
307
+ normalizeTimestamp(record.createdAt) ??
308
+ normalizeTimestamp(record.updatedAt) ??
309
+ normalizeTimestamp(record.sentAt)
310
+
311
+ if (!occurredAt) continue
312
+
313
+ parsed.push({
314
+ type: typeof record.type === 'string' ? record.type : null,
315
+ occurredAt
316
+ })
317
+ }
318
+
319
+ return parsed
320
+ }
321
+
322
+ function getNextActionAt(
323
+ stateKey: string | null,
324
+ latestActivityAt: string | null,
325
+ config: CrmPriorityRuleConfig
326
+ ): string | null {
327
+ if (!stateKey || !latestActivityAt) return null
328
+
329
+ const days = config.followUpAfterDaysByStateKey[stateKey]
330
+ if (days === undefined) return null
331
+
332
+ const latestActivityDate = parseDate(latestActivityAt)
333
+ if (!latestActivityDate) return null
334
+
335
+ return new Date(latestActivityDate.getTime() + days * MS_PER_DAY).toISOString()
336
+ }
337
+
338
+ function normalizeTimestamp(value: unknown): string | null {
339
+ const date = parseDate(value)
340
+ return date ? date.toISOString() : null
341
+ }
342
+
343
+ function parseDate(value: unknown): Date | null {
344
+ if (value instanceof Date) return Number.isNaN(value.getTime()) ? null : value
345
+ if (typeof value !== 'string') return null
346
+
347
+ const date = new Date(value)
348
+ return Number.isNaN(date.getTime()) ? null : date
349
+ }