@elevasis/core 0.23.0 → 0.24.0

package/src/business/acquisition/derive-actions.ts

@@ -6,6 +6,7 @@ import {
   CRM_DISCOVERY_REPLIED_STATE
 } from '@repo/core/organization-model'
 import { getDealOwnership, type DealOwnership } from './deal-ownership'
+import { getCrmActionMetadata } from './ontology-validation'
 import type { AcqDealRow } from './types'
 
 export interface Action {
@@ -14,18 +15,18 @@ export interface Action {
   payloadSchema?: z.ZodTypeAny
 }
 
-export interface ActionDef {
-  key: string
-  label: string
-  isAvailableFor: (deal: AcqDealRow) => boolean
-  workflowId: string
-  payloadSchema?: z.ZodTypeAny
-}
-
-type DealActionInput = AcqDealRow & {
-  ownership?: DealOwnership
-  nextAction?: string | null
-}
+export interface ActionDef {
+  key: string
+  label: string
+  isAvailableFor: (deal: AcqDealRow) => boolean
+  workflowId: string
+  payloadSchema?: z.ZodTypeAny
+}
+
+type DealActionInput = AcqDealRow & {
+  ownership?: DealOwnership
+  nextAction?: string | null
+}
 
 export const SendReplyActionPayloadSchema = z
   .object({
@@ -33,67 +34,59 @@ export const SendReplyActionPayloadSchema = z
   })
   .strict()
 
+type CrmActionRuntimeDef = Pick<ActionDef, 'isAvailableFor' | 'payloadSchema'>
+
+function crmAction(actionId: string, runtime: CrmActionRuntimeDef): ActionDef {
+  const metadata = getCrmActionMetadata(actionId)
+  if (!metadata?.resourceId) {
+    throw new Error(`CRM action metadata for "${actionId}" must define resourceId`)
+  }
+
+  return {
+    key: metadata.id,
+    label: metadata.label,
+    workflowId: metadata.resourceId,
+    ...runtime
+  }
+}
+
 export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
-  {
-    key: 'move_to_proposal',
-    label: 'Move to Proposal',
-    isAvailableFor: (deal) => deal.stage_key === 'interested',
-    workflowId: 'move_to_proposal-workflow'
-  },
-  {
-    key: 'move_to_closing',
-    label: 'Move to Closing',
-    isAvailableFor: (deal) => deal.stage_key === 'proposal',
-    workflowId: 'move_to_closing-workflow'
-  },
-  {
-    key: 'move_to_closed_won',
-    label: 'Close Won',
-    isAvailableFor: (deal) => deal.stage_key === 'closing',
-    workflowId: 'move_to_closed_won-workflow'
-  },
-  {
-    key: 'move_to_closed_lost',
-    label: 'Close Lost',
+  crmAction('move_to_proposal', {
+    isAvailableFor: (deal) => deal.stage_key === 'interested'
+  }),
+  crmAction('move_to_closing', {
+    isAvailableFor: (deal) => deal.stage_key === 'proposal'
+  }),
+  crmAction('move_to_closed_won', {
+    isAvailableFor: (deal) => deal.stage_key === 'closing'
+  }),
+  crmAction('move_to_closed_lost', {
     isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
-    workflowId: 'move_to_closed_lost-workflow'
-  },
-  {
-    key: 'move_to_nurturing',
-    label: 'Move to Nurturing',
+      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing'
+  }),
+  crmAction('move_to_nurturing', {
     isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
-    workflowId: 'move_to_nurturing-workflow'
-  },
-  {
-    key: 'send_reply',
-    label: 'Send Reply',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' &&
-      isOurReplyAction(deal) &&
-      (deal.state_key === CRM_DISCOVERY_REPLIED_STATE.stateKey ||
-        deal.state_key === CRM_DISCOVERY_LINK_SENT_STATE.stateKey ||
-        deal.state_key === CRM_DISCOVERY_NUDGING_STATE.stateKey),
-    workflowId: 'crm-send-reply-workflow',
+      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing'
+  }),
+  crmAction('send_reply', {
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' &&
+      isOurReplyAction(deal) &&
+      (deal.state_key === CRM_DISCOVERY_REPLIED_STATE.stateKey ||
+        deal.state_key === CRM_DISCOVERY_LINK_SENT_STATE.stateKey ||
+        deal.state_key === CRM_DISCOVERY_NUDGING_STATE.stateKey),
     payloadSchema: SendReplyActionPayloadSchema
-  },
-  {
-    key: 'send_link',
-    label: 'Send Booking Link',
+  }),
+  crmAction('send_link', {
     isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_REPLIED_STATE.stateKey,
-    workflowId: 'crm-send-booking-link-workflow'
-  },
-  {
-    key: 'send_nudge',
-    label: 'Send Nudge',
+      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_REPLIED_STATE.stateKey
+  }),
+  crmAction('send_nudge', {
     isAvailableFor: (deal) =>
       deal.stage_key === 'interested' &&
       (deal.state_key === CRM_DISCOVERY_LINK_SENT_STATE.stateKey ||
-        deal.state_key === CRM_DISCOVERY_NUDGING_STATE.stateKey),
-    workflowId: 'crm-send-nudge-workflow'
-  },
+        deal.state_key === CRM_DISCOVERY_NUDGING_STATE.stateKey)
+  }),
   {
     key: 'mark_no_show',
     label: 'Mark No-Show',
@@ -104,25 +97,22 @@ export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
     // event captures operator intent and distinguishes the manual variant from the timed one.
     workflowId: 'mark_no_show-workflow'
   },
-  {
-    key: 'rebook',
-    label: 'Rebook',
+  crmAction('rebook', {
     isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_BOOKING_CANCELLED_STATE.stateKey,
-    workflowId: 'crm-rebook-workflow'
-  }
+      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_BOOKING_CANCELLED_STATE.stateKey
+  })
 ]
 
-export function deriveActions(deal: DealActionInput, actions: ActionDef[] = DEFAULT_CRM_ACTIONS): Action[] {
-  return actions
-    .filter((a) => a.isAvailableFor(deal))
-    .map(({ key, label, payloadSchema }) => ({ key, label, payloadSchema }))
-}
-
-function isOurReplyAction(deal: DealActionInput): boolean {
-  if (Object.prototype.hasOwnProperty.call(deal, 'nextAction')) {
-    return deal.nextAction === 'send_reply'
-  }
-
-  return (deal.ownership ?? getDealOwnership(deal)) === 'us'
-}
+export function deriveActions(deal: DealActionInput, actions: ActionDef[] = DEFAULT_CRM_ACTIONS): Action[] {
+  return actions
+    .filter((a) => a.isAvailableFor(deal))
+    .map(({ key, label, payloadSchema }) => ({ key, label, payloadSchema }))
+}
+
+function isOurReplyAction(deal: DealActionInput): boolean {
+  if (Object.prototype.hasOwnProperty.call(deal, 'nextAction')) {
+    return deal.nextAction === 'send_reply'
+  }
+
+  return (deal.ownership ?? getDealOwnership(deal)) === 'us'
+}

package/src/business/acquisition/index.ts

@@ -1,175 +1,176 @@
-export * from './types'
-export * from './activity-events'
-export * from './build-templates'
-export * from './derive-actions'
+export * from './types'
+export * from './activity-events'
+export * from './build-templates'
+export * from './derive-actions'
 export * from './crm-priority'
 export * from './crm-next-action'
 export * from './deal-ownership'
 export * from './stateful'
+export * from './ontology-validation'
 // Export api-schemas selectively to avoid re-exporting names already defined in types.ts
-// (DealStage, AcqDealTaskKind are declared as union types there; api-schemas re-infers them from Zod)
-export {
-  AcqCompanyStatusSchema,
-  AcqContactStatusSchema,
-  AcqEmailValidSchema,
-  CompanyIdParamsSchema,
-  ContactIdParamsSchema,
-  ListCompaniesQuerySchema,
-  ListContactsQuerySchema,
-  CreateCompanyRequestSchema,
-  UpdateCompanyRequestSchema,
-  CreateContactRequestSchema,
-  UpdateContactRequestSchema,
-  AcqCompanyResponseSchema,
-  AcqCompanyListResponseSchema,
-  AcqContactResponseSchema,
-  AcqContactListResponseSchema,
-  AcqCompanySchemas,
-  AcqContactSchemas,
-  DealStageSchema,
-  AcqDealTaskKindSchema,
-  DealIdParamsSchema,
-  DealTaskIdParamsSchema,
-  ListDealsQuerySchema,
-  ListDealTasksDueQuerySchema,
-  CreateDealNoteRequestSchema,
-  CreateDealTaskRequestSchema,
-  TransitionItemRequestSchema,
-  TransitionDealStateRequestSchema,
-  ExecuteActionParamsSchema,
-  ExecuteActionRequestSchema,
-  DealContactSummarySchema,
-  DealPrioritySchema,
-  DealListItemSchema,
-  DealListResponseSchema,
-  DealDetailResponseSchema,
-  DealNoteResponseSchema,
-  DealNoteListResponseSchema,
-  DealTaskResponseSchema,
-  DealTaskListResponseSchema,
-  DealSchemas,
-  ListStatusSchema,
-  ScrapingConfigSchema,
-  IcpRubricSchema,
-  PipelineStageSchema,
-  PipelineConfigSchema,
-  BuildPlanSnapshotStepSchema,
-  BuildPlanSnapshotSchema,
-  AcqListMetadataSchema,
-  ProspectingBuildTemplateIdSchema,
-  ProcessingStageStatusSchema,
-  ListStageCountsSchema,
-  ListTelemetrySchema,
-  ListIdParamsSchema,
-  ListReadQuerySchema,
-  GetListQuerySchema,
-  CreateListRequestSchema,
-  UpdateListRequestSchema,
-  UpdateListStatusRequestSchema,
-  UpdateListConfigRequestSchema,
-  AddCompaniesToListRequestSchema,
-  RemoveCompaniesFromListRequestSchema,
-  AddContactsToListRequestSchema,
-  RecordListExecutionRequestSchema,
-  AcqListResponseSchema,
-  AcqListDetailResponseSchema,
-  AcqListListResponseSchema,
-  AcqListDealRefSchema,
-  AcqListLineageSchema,
-  AcqListStatusResponseSchema,
-  ListTelemetryResponseSchema,
-  ListTelemetryListResponseSchema,
-  ListExecutionSummarySchema,
-  ListExecutionsResponseSchema,
-  ListStageProgressSchema,
-  ListProgressResponseSchema,
-  AcqListSchemas,
-  AcqSubstrateSchemas,
-  AcqArtifactOwnerKindSchema,
-  ListArtifactsQuerySchema,
-  CreateArtifactRequestSchema,
-  AcqArtifactResponseSchema,
-  AcqArtifactListResponseSchema,
-  ListMembersQuerySchema,
-  MemberIdParamsSchema,
-  AcqListMemberContactSummarySchema,
-  AcqListMemberResponseSchema,
-  AcqListMembersResponseSchema,
-  ListCompanyIdParamsSchema,
-  AcqListCompanyResponseSchema,
-  type AcqArtifactOwnerKind,
-  type ListArtifactsQuery,
-  type CreateArtifactRequest,
-  type AcqArtifactResponse,
-  type AcqArtifactListResponse,
-  type ListMembersQuery,
-  type MemberIdParams,
-  type AcqListMemberContactSummary,
-  type AcqListMemberResponse,
-  type AcqListMembersResponse,
-  type ListCompanyIdParams,
-  type AcqListCompanyResponse,
-  type CompanyIdParams,
-  type ContactIdParams,
-  type ListCompaniesQuery,
-  type ListContactsQuery,
-  type CreateCompanyRequest,
-  type UpdateCompanyRequest,
-  type CreateContactRequest,
-  type UpdateContactRequest,
-  type AcqCompanyResponse,
-  type AcqCompanyListResponse,
-  type AcqContactResponse,
-  type AcqContactListResponse,
-  type AcqCompanyStatus,
-  type AcqContactStatus,
-  type AcqEmailValid,
-  type DealIdParams,
-  type DealTaskIdParams,
-  type ListDealsQuery,
-  type ListDealTasksDueQuery,
-  type CreateDealNoteRequest,
-  type CreateDealTaskRequest,
-  type TransitionItemRequest,
-  type TransitionDealStateRequest,
-  type ExecuteActionParams,
-  type ExecuteActionRequest,
-  type DealPriorityResponse,
-  type DealListResponse,
-  type DealDetailResponse,
-  type DealNoteResponse,
-  type DealNoteListResponse,
-  type DealTaskResponse,
-  type DealTaskListResponse,
-  type ListStatus,
-  type ScrapingConfig,
-  type IcpRubric,
-  type PipelineStage,
-  type PipelineConfig,
-  type ProcessingStageStatus,
-  type ListStageCountsInput,
-  type ListTelemetryInput,
-  type ListIdParams,
-  type ListReadQuery,
-  type GetListQuery,
-  type CreateListRequest,
-  type UpdateListRequest,
-  type UpdateListStatusRequest,
-  type UpdateListConfigRequest,
-  type AddCompaniesToListRequest,
-  type RemoveCompaniesFromListRequest,
-  type AddContactsToListRequest,
-  type RecordListExecutionRequest,
-  type AcqListResponse,
-  type AcqListDetailResponse,
-  type AcqListListResponse,
-  type AcqListDealRef,
-  type AcqListLineage,
-  type AcqListStatusResponse,
-  type ListTelemetryResponse,
-  type ListTelemetryListResponse,
-  type ListExecutionSummaryInput,
-  type ListExecutionsResponse,
-  type ListStageProgress,
-  type ListProgress
-} from './api-schemas'
+// (DealStage, AcqDealTaskKind are declared as union types there; api-schemas re-infers them from Zod)
+export {
+  AcqCompanyStatusSchema,
+  AcqContactStatusSchema,
+  AcqEmailValidSchema,
+  CompanyIdParamsSchema,
+  ContactIdParamsSchema,
+  ListCompaniesQuerySchema,
+  ListContactsQuerySchema,
+  CreateCompanyRequestSchema,
+  UpdateCompanyRequestSchema,
+  CreateContactRequestSchema,
+  UpdateContactRequestSchema,
+  AcqCompanyResponseSchema,
+  AcqCompanyListResponseSchema,
+  AcqContactResponseSchema,
+  AcqContactListResponseSchema,
+  AcqCompanySchemas,
+  AcqContactSchemas,
+  DealStageSchema,
+  AcqDealTaskKindSchema,
+  DealIdParamsSchema,
+  DealTaskIdParamsSchema,
+  ListDealsQuerySchema,
+  ListDealTasksDueQuerySchema,
+  CreateDealNoteRequestSchema,
+  CreateDealTaskRequestSchema,
+  TransitionItemRequestSchema,
+  TransitionDealStateRequestSchema,
+  ExecuteActionParamsSchema,
+  ExecuteActionRequestSchema,
+  DealContactSummarySchema,
+  DealPrioritySchema,
+  DealListItemSchema,
+  DealListResponseSchema,
+  DealDetailResponseSchema,
+  DealNoteResponseSchema,
+  DealNoteListResponseSchema,
+  DealTaskResponseSchema,
+  DealTaskListResponseSchema,
+  DealSchemas,
+  ListStatusSchema,
+  ScrapingConfigSchema,
+  IcpRubricSchema,
+  PipelineStageSchema,
+  PipelineConfigSchema,
+  BuildPlanSnapshotStepSchema,
+  BuildPlanSnapshotSchema,
+  AcqListMetadataSchema,
+  ProspectingBuildTemplateIdSchema,
+  ProcessingStageStatusSchema,
+  ListStageCountsSchema,
+  ListTelemetrySchema,
+  ListIdParamsSchema,
+  ListReadQuerySchema,
+  GetListQuerySchema,
+  CreateListRequestSchema,
+  UpdateListRequestSchema,
+  UpdateListStatusRequestSchema,
+  UpdateListConfigRequestSchema,
+  AddCompaniesToListRequestSchema,
+  RemoveCompaniesFromListRequestSchema,
+  AddContactsToListRequestSchema,
+  RecordListExecutionRequestSchema,
+  AcqListResponseSchema,
+  AcqListDetailResponseSchema,
+  AcqListListResponseSchema,
+  AcqListDealRefSchema,
+  AcqListLineageSchema,
+  AcqListStatusResponseSchema,
+  ListTelemetryResponseSchema,
+  ListTelemetryListResponseSchema,
+  ListExecutionSummarySchema,
+  ListExecutionsResponseSchema,
+  ListStageProgressSchema,
+  ListProgressResponseSchema,
+  AcqListSchemas,
+  AcqSubstrateSchemas,
+  AcqArtifactOwnerKindSchema,
+  ListArtifactsQuerySchema,
+  CreateArtifactRequestSchema,
+  AcqArtifactResponseSchema,
+  AcqArtifactListResponseSchema,
+  ListMembersQuerySchema,
+  MemberIdParamsSchema,
+  AcqListMemberContactSummarySchema,
+  AcqListMemberResponseSchema,
+  AcqListMembersResponseSchema,
+  ListCompanyIdParamsSchema,
+  AcqListCompanyResponseSchema,
+  type AcqArtifactOwnerKind,
+  type ListArtifactsQuery,
+  type CreateArtifactRequest,
+  type AcqArtifactResponse,
+  type AcqArtifactListResponse,
+  type ListMembersQuery,
+  type MemberIdParams,
+  type AcqListMemberContactSummary,
+  type AcqListMemberResponse,
+  type AcqListMembersResponse,
+  type ListCompanyIdParams,
+  type AcqListCompanyResponse,
+  type CompanyIdParams,
+  type ContactIdParams,
+  type ListCompaniesQuery,
+  type ListContactsQuery,
+  type CreateCompanyRequest,
+  type UpdateCompanyRequest,
+  type CreateContactRequest,
+  type UpdateContactRequest,
+  type AcqCompanyResponse,
+  type AcqCompanyListResponse,
+  type AcqContactResponse,
+  type AcqContactListResponse,
+  type AcqCompanyStatus,
+  type AcqContactStatus,
+  type AcqEmailValid,
+  type DealIdParams,
+  type DealTaskIdParams,
+  type ListDealsQuery,
+  type ListDealTasksDueQuery,
+  type CreateDealNoteRequest,
+  type CreateDealTaskRequest,
+  type TransitionItemRequest,
+  type TransitionDealStateRequest,
+  type ExecuteActionParams,
+  type ExecuteActionRequest,
+  type DealPriorityResponse,
+  type DealListResponse,
+  type DealDetailResponse,
+  type DealNoteResponse,
+  type DealNoteListResponse,
+  type DealTaskResponse,
+  type DealTaskListResponse,
+  type ListStatus,
+  type ScrapingConfig,
+  type IcpRubric,
+  type PipelineStage,
+  type PipelineConfig,
+  type ProcessingStageStatus,
+  type ListStageCountsInput,
+  type ListTelemetryInput,
+  type ListIdParams,
+  type ListReadQuery,
+  type GetListQuery,
+  type CreateListRequest,
+  type UpdateListRequest,
+  type UpdateListStatusRequest,
+  type UpdateListConfigRequest,
+  type AddCompaniesToListRequest,
+  type RemoveCompaniesFromListRequest,
+  type AddContactsToListRequest,
+  type RecordListExecutionRequest,
+  type AcqListResponse,
+  type AcqListDetailResponse,
+  type AcqListListResponse,
+  type AcqListDealRef,
+  type AcqListLineage,
+  type AcqListStatusResponse,
+  type ListTelemetryResponse,
+  type ListTelemetryListResponse,
+  type ListExecutionSummaryInput,
+  type ListExecutionsResponse,
+  type ListStageProgress,
+  type ListProgress
+} from './api-schemas'