@elevasis/core 0.25.0 → 0.27.0

package/src/organization-model/domains/prospecting.ts

@@ -1,395 +1,405 @@
-import { z } from 'zod'
-import { findOrganizationActionById, LEAD_GEN_ACTION_ENTRIES, type Action as TopLevelAction } from './actions'
-import { DisplayMetadataSchema, ModelIdSchema } from './shared'
-
-export const ProspectingLifecycleStageSchema = DisplayMetadataSchema.extend({
-  id: ModelIdSchema,
-  order: z.number().min(0)
-})
-
-export const RecordColumnConfigSchema = z.object({
-  key: ModelIdSchema,
-  label: z.string().trim().min(1).max(120),
-  path: z.string().trim().min(1).max(500),
-  width: z.union([z.number().positive(), z.string().trim().min(1).max(100)]).optional(),
-  renderType: z.enum(['text', 'badge', 'datetime', 'count', 'json']).optional(),
-  badgeColor: z.string().trim().min(1).max(40).optional()
-})
-
-export const RecordColumnsConfigSchema = z
-  .object({
-    company: z.array(RecordColumnConfigSchema).optional(),
-    contact: z.array(RecordColumnConfigSchema).optional()
-  })
-  .refine((columns) => Boolean(columns.company?.length || columns.contact?.length), {
-    message: 'recordColumns must include at least one entity column set'
-  })
-
-export const CredentialRequirementSchema = z.object({
-  key: ModelIdSchema,
-  provider: ModelIdSchema,
-  credentialType: z.enum(['api-key', 'api-key-secret', 'oauth', 'webhook-secret']),
-  label: z.string().trim().min(1).max(120),
-  required: z.boolean(),
-  selectionMode: z.enum(['single', 'multiple']).optional(),
-  inputPath: z.string().trim().min(1).max(500),
-  verifyOnRun: z.boolean().optional()
-})
-
-export const ProspectingBuildTemplateStepSchema = DisplayMetadataSchema.extend({
-  id: ModelIdSchema,
-  primaryEntity: z.enum(['company', 'contact']),
-  outputs: z.array(z.enum(['company', 'contact', 'export'])).min(1),
-  stageKey: ModelIdSchema,
-  recordEntity: z.enum(['company', 'contact']).optional(),
-  recordsStageKey: ModelIdSchema.optional(),
-  recordSourceStageKey: ModelIdSchema.optional(),
-  dependsOn: z.array(ModelIdSchema).optional(),
-  dependencyMode: z.literal('per-record-eligibility'),
-  actionKey: ModelIdSchema,
-  defaultBatchSize: z.number().int().positive(),
-  maxBatchSize: z.number().int().positive(),
-  recordColumns: RecordColumnsConfigSchema.optional(),
-  credentialRequirements: z.array(CredentialRequirementSchema).optional()
-}).refine((step) => step.defaultBatchSize <= step.maxBatchSize, {
-  message: 'defaultBatchSize must be less than or equal to maxBatchSize',
-  path: ['defaultBatchSize']
-})
-
-export const ProspectingBuildTemplateSchema = DisplayMetadataSchema.extend({
-  id: ModelIdSchema,
-  steps: z.array(ProspectingBuildTemplateStepSchema).min(1)
-})
-
-export type ListBuilderStep = z.infer<typeof ProspectingBuildTemplateStepSchema>
-export type RecordColumnConfig = z.infer<typeof RecordColumnConfigSchema>
-export type CredentialRequirement = z.infer<typeof CredentialRequirementSchema>
-export type TemplateName = 'localServices' | 'dtcApolloClickup'
-export type StepName = string
-
-const DTC_RECORD_COLUMNS = {
-  populated: {
-    company: [
-      { key: 'name', label: 'Company', path: 'company.name' },
-      { key: 'domain', label: 'Domain', path: 'company.domain' },
-      { key: 'employee-count', label: 'Employees', path: 'company.numEmployees', renderType: 'count' },
-      { key: 'apollo-industry', label: 'Apollo industry', path: 'company.category' },
-      { key: 'location', label: 'Location', path: 'company.locationState' }
-    ]
-  },
-  crawled: {
-    company: [
-      { key: 'name', label: 'Company', path: 'company.name' },
-      { key: 'domain', label: 'Domain', path: 'company.domain' },
-      { key: 'page-count', label: 'Pages', path: 'company.enrichmentData.websiteCrawl.pageCount', renderType: 'count' },
-      { key: 'crawl-status', label: 'Crawl status', path: 'processingState.crawled.status', renderType: 'badge' }
-    ]
-  },
-  extracted: {
-    company: [
-      { key: 'name', label: 'Company', path: 'company.name' },
-      { key: 'domain', label: 'Domain', path: 'company.domain' },
-      { key: 'description', label: 'Description', path: 'company.enrichmentData.websiteCrawl.companyDescription' },
-      { key: 'services', label: 'Services', path: 'company.enrichmentData.websiteCrawl.services', renderType: 'json' },
-      {
-        key: 'automation-gaps',
-        label: 'Automation gaps',
-        path: 'company.enrichmentData.websiteCrawl.automationGaps',
-        renderType: 'json'
-      },
-      {
-        key: 'contact-count',
-        label: 'Contacts',
-        path: 'company.enrichmentData.websiteCrawl.emailCount',
-        renderType: 'count'
-      }
-    ]
-  },
-  qualified: {
-    company: [
-      { key: 'name', label: 'Company', path: 'company.name' },
-      { key: 'domain', label: 'Domain', path: 'company.domain' },
-      { key: 'score', label: 'Score', path: 'company.qualificationScore', renderType: 'badge', badgeColor: 'green' },
-      { key: 'signals', label: 'Signals', path: 'company.qualificationSignals', renderType: 'json' },
-      {
-        key: 'disqualified-reason',
-        label: 'Disqualified reason',
-        path: 'processingState.qualified.data.disqualifiedReason'
-      }
-    ]
-  },
-  decisionMakers: {
-    contact: [
-      { key: 'name', label: 'Name', path: 'contact.name' },
-      { key: 'title', label: 'Title', path: 'contact.title' },
-      { key: 'email', label: 'Email', path: 'contact.email' },
-      { key: 'linkedin', label: 'LinkedIn', path: 'contact.linkedinUrl' },
-      {
-        key: 'priority-score',
-        label: 'Priority',
-        path: 'contact.enrichmentData.apollo.priorityScore',
-        renderType: 'badge'
-      }
-    ]
-  },
-  uploaded: {
-    company: [
-      { key: 'name', label: 'Company', path: 'company.name' },
-      { key: 'domain', label: 'Domain', path: 'company.domain' },
-      {
-        key: 'contacts',
-        label: 'Contacts',
-        path: 'company.enrichmentData.approvedLeadListExport.contacts',
-        renderType: 'json'
-      },
-      { key: 'score', label: 'Score', path: 'company.qualificationScore', renderType: 'badge', badgeColor: 'green' },
-      {
-        key: 'approval',
-        label: 'Approval',
-        path: 'company.enrichmentData.approvedLeadListExport.approvalStatus',
-        renderType: 'badge'
-      }
-    ]
-  }
-} as const satisfies Record<string, z.infer<typeof RecordColumnsConfigSchema>>
-
-export type ActionRegistry = TopLevelAction[]
-
-export const ACTION_REGISTRY: ActionRegistry = Object.values(LEAD_GEN_ACTION_ENTRIES)
-
-export function findActionById(id: string): TopLevelAction | undefined {
-  return findOrganizationActionById(id)
-}
-
-export const PROSPECTING_STEPS = {
-  localServices: {
-    sourceCompanies: {
-      id: 'source-companies',
-      label: 'Companies found',
-      primaryEntity: 'company',
-      outputs: ['company'],
-      stageKey: 'populated',
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.company.source',
-      defaultBatchSize: 100,
-      maxBatchSize: 250
-    },
-    analyzeWebsites: {
-      id: 'analyze-websites',
-      label: 'Websites analyzed',
-      primaryEntity: 'company',
-      outputs: ['company'],
-      stageKey: 'extracted',
-      dependsOn: ['source-companies'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.company.website-extract',
-      defaultBatchSize: 50,
-      maxBatchSize: 100
-    },
-    qualifyCompanies: {
-      id: 'qualify-companies',
-      label: 'Companies qualified',
-      primaryEntity: 'company',
-      outputs: ['company'],
-      stageKey: 'qualified',
-      dependsOn: ['analyze-websites'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.company.qualify',
-      defaultBatchSize: 100,
-      maxBatchSize: 250
-    },
-    findContacts: {
-      id: 'find-contacts',
-      label: 'Decision-makers found',
-      primaryEntity: 'contact',
-      outputs: ['contact'],
-      stageKey: 'discovered',
-      dependsOn: ['qualify-companies'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.contact.discover',
-      defaultBatchSize: 50,
-      maxBatchSize: 100
-    },
-    verifyEmails: {
-      id: 'verify-emails',
-      label: 'Emails verified',
-      primaryEntity: 'contact',
-      outputs: ['contact'],
-      stageKey: 'verified',
-      dependsOn: ['find-contacts'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.contact.verify-email',
-      defaultBatchSize: 100,
-      maxBatchSize: 500
-    },
-    personalize: {
-      id: 'personalize',
-      label: 'Personalize',
-      primaryEntity: 'contact',
-      outputs: ['contact'],
-      stageKey: 'personalized',
-      dependsOn: ['verify-emails'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.contact.personalize',
-      defaultBatchSize: 25,
-      maxBatchSize: 100
-    },
-    review: {
-      id: 'review',
-      label: 'Reviewed and exported',
-      primaryEntity: 'contact',
-      outputs: ['export'],
-      stageKey: 'uploaded',
-      dependsOn: ['personalize'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.review.outreach-ready',
-      defaultBatchSize: 25,
-      maxBatchSize: 100
-    }
-  },
-  dtcApolloClickup: {
-    importApolloSearch: {
-      id: 'import-apollo-search',
-      label: 'Companies found',
-      description: 'Pull companies and seed contact data from a predefined Apollo search or list.',
-      primaryEntity: 'company',
-      outputs: ['company', 'contact'],
-      stageKey: 'populated',
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.company.apollo-import',
-      defaultBatchSize: 250,
-      maxBatchSize: 1000,
-      recordColumns: DTC_RECORD_COLUMNS.populated,
-      credentialRequirements: [
-        {
-          key: 'apollo',
-          provider: 'apollo',
-          credentialType: 'api-key-secret',
-          label: 'Apollo API key',
-          required: true,
-          selectionMode: 'single',
-          inputPath: 'credential'
-        }
-      ]
-    },
-    apifyCrawl: {
-      id: 'apify-crawl',
-      label: 'Websites crawled',
-      description:
-        'Crawl company websites via Apify and store raw page markdown in enrichmentData.websiteCrawl.pages for downstream LLM analysis. Overwrites the synthetic seed Apollo Import wrote with real page content.',
-      primaryEntity: 'company',
-      outputs: ['company'],
-      stageKey: 'crawled',
-      dependsOn: ['import-apollo-search'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.company.apify-crawl',
-      defaultBatchSize: 50,
-      maxBatchSize: 100,
-      recordColumns: DTC_RECORD_COLUMNS.crawled,
-      credentialRequirements: [
-        {
-          key: 'apify',
-          provider: 'apify',
-          credentialType: 'api-key-secret',
-          label: 'Apify API token',
-          required: true,
-          selectionMode: 'single',
-          inputPath: 'credential',
-          verifyOnRun: true
-        }
-      ]
-    },
-    analyzeWebsites: {
-      id: 'analyze-websites',
-      label: 'Websites analyzed',
-      description: 'Extract subscription, product, retention, and tech-stack signals from each brand website.',
-      primaryEntity: 'company',
-      outputs: ['company'],
-      stageKey: 'extracted',
-      dependsOn: ['apify-crawl'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.company.website-extract',
-      defaultBatchSize: 50,
-      maxBatchSize: 100,
-      recordColumns: DTC_RECORD_COLUMNS.extracted
-    },
-    scoreDtcFit: {
-      id: 'score-dtc-fit',
-      label: 'Companies qualified',
-      description: 'Classify subscription potential, consumable-product fit, retention maturity, and disqualifiers.',
-      primaryEntity: 'company',
-      outputs: ['company'],
-      stageKey: 'qualified',
-      dependsOn: ['analyze-websites'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.company.dtc-subscription-qualify',
-      defaultBatchSize: 100,
-      maxBatchSize: 250,
-      recordColumns: DTC_RECORD_COLUMNS.qualified
-    },
-    enrichDecisionMakers: {
-      id: 'enrich-decision-makers',
-      label: 'Decision-makers found',
-      description:
-        'Use Apollo to find qualified contacts at qualified companies - founders, retention leads, lifecycle leads, and marketing owners.',
-      primaryEntity: 'company',
-      outputs: ['contact'],
-      stageKey: 'decision-makers-enriched',
-      recordEntity: 'contact',
-      dependsOn: ['score-dtc-fit'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.contact.apollo-decision-maker-enrich',
-      defaultBatchSize: 100,
-      maxBatchSize: 250,
-      recordColumns: DTC_RECORD_COLUMNS.decisionMakers,
-      credentialRequirements: [
-        {
-          key: 'apollo',
-          provider: 'apollo',
-          credentialType: 'api-key-secret',
-          label: 'Apollo API key',
-          required: true,
-          selectionMode: 'single',
-          inputPath: 'credential'
-        }
-      ]
-    },
-    reviewAndExport: {
-      id: 'review-and-export',
-      label: 'Reviewed and exported',
-      description:
-        'Operator QC approves or rejects qualified companies, then approved records are exported as a lead list with unverified emails.',
-      primaryEntity: 'company',
-      outputs: ['export'],
-      stageKey: 'uploaded',
-      recordsStageKey: 'uploaded',
-      recordSourceStageKey: 'qualified',
-      dependsOn: ['enrich-decision-makers'],
-      dependencyMode: 'per-record-eligibility',
-      actionKey: 'lead-gen.export.list',
-      defaultBatchSize: 100,
-      maxBatchSize: 250,
-      recordColumns: DTC_RECORD_COLUMNS.uploaded,
-      credentialRequirements: [
-        {
-          key: 'clickup',
-          provider: 'clickup',
-          credentialType: 'api-key-secret',
-          label: 'ClickUp API token',
-          required: true,
-          selectionMode: 'single',
-          inputPath: 'clickupCredential',
-          verifyOnRun: true
-        }
-      ]
-    }
-  }
-} as const satisfies Record<TemplateName, Record<StepName, ListBuilderStep>>
-
-// Phase 4 cut: OrganizationModelProspectingSchema and DEFAULT_ORGANIZATION_MODEL_PROSPECTING removed.
-// Build-template/stage data moved into system.content as (schema:template), (schema:template-step),
-// and (schema:stage) content nodes. Use getAllBuildTemplates() / getAllProspectingStages()
-// from migration-helpers to read prospecting data portably.
-//
-// ProspectingBuildTemplateSchema, ProspectingBuildTemplateStepSchema, ProspectingLifecycleStageSchema,
-// PROSPECTING_STEPS, and ACTION_REGISTRY are retained for use by business logic and UI.
+import { z } from 'zod'
+import { findOrganizationActionById, type Action as TopLevelAction } from './actions'
+import { DisplayMetadataSchema, ModelIdSchema } from './shared'
+
+export const ProspectingLifecycleStageSchema = DisplayMetadataSchema.extend({
+  id: ModelIdSchema,
+  order: z.number().min(0)
+})
+
+export const RecordColumnConfigSchema = z.object({
+  key: ModelIdSchema,
+  label: z.string().trim().min(1).max(120),
+  path: z.string().trim().min(1).max(500),
+  width: z.union([z.number().positive(), z.string().trim().min(1).max(100)]).optional(),
+  renderType: z.enum(['text', 'badge', 'datetime', 'count', 'json']).optional(),
+  badgeColor: z.string().trim().min(1).max(40).optional()
+})
+
+export const RecordColumnsConfigSchema = z
+  .object({
+    company: z.array(RecordColumnConfigSchema).optional(),
+    contact: z.array(RecordColumnConfigSchema).optional()
+  })
+  .refine((columns) => Boolean(columns.company?.length || columns.contact?.length), {
+    message: 'recordColumns must include at least one entity column set'
+  })
+
+export const CredentialRequirementSchema = z.object({
+  key: ModelIdSchema,
+  provider: ModelIdSchema,
+  credentialType: z.enum(['api-key', 'api-key-secret', 'oauth', 'webhook-secret']),
+  label: z.string().trim().min(1).max(120),
+  required: z.boolean(),
+  selectionMode: z.enum(['single', 'multiple']).optional(),
+  inputPath: z.string().trim().min(1).max(500),
+  verifyOnRun: z.boolean().optional()
+})
+
+export const ProspectingBuildTemplateStepSchema = DisplayMetadataSchema.extend({
+  id: ModelIdSchema,
+  primaryEntity: z.enum(['company', 'contact']),
+  outputs: z.array(z.enum(['company', 'contact', 'export'])).min(1),
+  stageKey: ModelIdSchema,
+  recordEntity: z.enum(['company', 'contact']).optional(),
+  recordsStageKey: ModelIdSchema.optional(),
+  recordSourceStageKey: ModelIdSchema.optional(),
+  dependsOn: z.array(ModelIdSchema).optional(),
+  dependencyMode: z.literal('per-record-eligibility'),
+  actionKey: ModelIdSchema,
+  defaultBatchSize: z.number().int().positive(),
+  maxBatchSize: z.number().int().positive(),
+  recordColumns: RecordColumnsConfigSchema.optional(),
+  credentialRequirements: z.array(CredentialRequirementSchema).optional()
+}).refine((step) => step.defaultBatchSize <= step.maxBatchSize, {
+  message: 'defaultBatchSize must be less than or equal to maxBatchSize',
+  path: ['defaultBatchSize']
+})
+
+export const ProspectingBuildTemplateSchema = DisplayMetadataSchema.extend({
+  id: ModelIdSchema,
+  steps: z.array(ProspectingBuildTemplateStepSchema).min(1)
+})
+
+export type ListBuilderStep = z.infer<typeof ProspectingBuildTemplateStepSchema>
+export type RecordColumnConfig = z.infer<typeof RecordColumnConfigSchema>
+export type CredentialRequirement = z.infer<typeof CredentialRequirementSchema>
+/**
+ * Generic template name type. Elevasis-specific template names
+ * ('localServices' | 'dtcApolloClickup') have been relocated to
+ * `@repo/elevasis-core/src/organization-model/actions.ts`.
+ */
+export type TemplateName = string
+export type StepName = string
+
+const DTC_RECORD_COLUMNS = {
+  populated: {
+    company: [
+      { key: 'name', label: 'Company', path: 'company.name' },
+      { key: 'domain', label: 'Domain', path: 'company.domain' },
+      { key: 'employee-count', label: 'Employees', path: 'company.numEmployees', renderType: 'count' },
+      { key: 'apollo-industry', label: 'Apollo industry', path: 'company.category' },
+      { key: 'location', label: 'Location', path: 'company.locationState' }
+    ]
+  },
+  crawled: {
+    company: [
+      { key: 'name', label: 'Company', path: 'company.name' },
+      { key: 'domain', label: 'Domain', path: 'company.domain' },
+      { key: 'page-count', label: 'Pages', path: 'company.enrichmentData.websiteCrawl.pageCount', renderType: 'count' },
+      { key: 'crawl-status', label: 'Crawl status', path: 'processingState.crawled.status', renderType: 'badge' }
+    ]
+  },
+  extracted: {
+    company: [
+      { key: 'name', label: 'Company', path: 'company.name' },
+      { key: 'domain', label: 'Domain', path: 'company.domain' },
+      { key: 'description', label: 'Description', path: 'company.enrichmentData.websiteCrawl.companyDescription' },
+      { key: 'services', label: 'Services', path: 'company.enrichmentData.websiteCrawl.services', renderType: 'json' },
+      {
+        key: 'automation-gaps',
+        label: 'Automation gaps',
+        path: 'company.enrichmentData.websiteCrawl.automationGaps',
+        renderType: 'json'
+      },
+      {
+        key: 'contact-count',
+        label: 'Contacts',
+        path: 'company.enrichmentData.websiteCrawl.emailCount',
+        renderType: 'count'
+      }
+    ]
+  },
+  qualified: {
+    company: [
+      { key: 'name', label: 'Company', path: 'company.name' },
+      { key: 'domain', label: 'Domain', path: 'company.domain' },
+      { key: 'score', label: 'Score', path: 'company.qualificationScore', renderType: 'badge', badgeColor: 'green' },
+      { key: 'signals', label: 'Signals', path: 'company.qualificationSignals', renderType: 'json' },
+      {
+        key: 'disqualified-reason',
+        label: 'Disqualified reason',
+        path: 'processingState.qualified.data.disqualifiedReason'
+      }
+    ]
+  },
+  decisionMakers: {
+    contact: [
+      { key: 'name', label: 'Name', path: 'contact.name' },
+      { key: 'title', label: 'Title', path: 'contact.title' },
+      { key: 'email', label: 'Email', path: 'contact.email' },
+      { key: 'linkedin', label: 'LinkedIn', path: 'contact.linkedinUrl' },
+      {
+        key: 'priority-score',
+        label: 'Priority',
+        path: 'contact.enrichmentData.apollo.priorityScore',
+        renderType: 'badge'
+      }
+    ]
+  },
+  uploaded: {
+    company: [
+      { key: 'name', label: 'Company', path: 'company.name' },
+      { key: 'domain', label: 'Domain', path: 'company.domain' },
+      {
+        key: 'contacts',
+        label: 'Contacts',
+        path: 'company.enrichmentData.approvedLeadListExport.contacts',
+        renderType: 'json'
+      },
+      { key: 'score', label: 'Score', path: 'company.qualificationScore', renderType: 'badge', badgeColor: 'green' },
+      {
+        key: 'approval',
+        label: 'Approval',
+        path: 'company.enrichmentData.approvedLeadListExport.approvalStatus',
+        renderType: 'badge'
+      }
+    ]
+  }
+} as const satisfies Record<string, z.infer<typeof RecordColumnsConfigSchema>>
+
+export type ActionRegistry = TopLevelAction[]
+
+/**
+ * Generic empty default for the action registry.
+ * The Elevasis-specific lead-gen action list has been relocated to
+ * `@repo/elevasis-core/src/organization-model/actions.ts`.
+ */
+export const ACTION_REGISTRY: ActionRegistry = []
+
+export function findActionById(id: string): TopLevelAction | undefined {
+  return findOrganizationActionById(id)
+}
+
+export const PROSPECTING_STEPS = {
+  localServices: {
+    sourceCompanies: {
+      id: 'source-companies',
+      label: 'Companies found',
+      primaryEntity: 'company',
+      outputs: ['company'],
+      stageKey: 'populated',
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.company.source',
+      defaultBatchSize: 100,
+      maxBatchSize: 250
+    },
+    analyzeWebsites: {
+      id: 'analyze-websites',
+      label: 'Websites analyzed',
+      primaryEntity: 'company',
+      outputs: ['company'],
+      stageKey: 'extracted',
+      dependsOn: ['source-companies'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.company.website-extract',
+      defaultBatchSize: 50,
+      maxBatchSize: 100
+    },
+    qualifyCompanies: {
+      id: 'qualify-companies',
+      label: 'Companies qualified',
+      primaryEntity: 'company',
+      outputs: ['company'],
+      stageKey: 'qualified',
+      dependsOn: ['analyze-websites'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.company.qualify',
+      defaultBatchSize: 100,
+      maxBatchSize: 250
+    },
+    findContacts: {
+      id: 'find-contacts',
+      label: 'Decision-makers found',
+      primaryEntity: 'contact',
+      outputs: ['contact'],
+      stageKey: 'discovered',
+      dependsOn: ['qualify-companies'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.contact.discover',
+      defaultBatchSize: 50,
+      maxBatchSize: 100
+    },
+    verifyEmails: {
+      id: 'verify-emails',
+      label: 'Emails verified',
+      primaryEntity: 'contact',
+      outputs: ['contact'],
+      stageKey: 'verified',
+      dependsOn: ['find-contacts'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.contact.verify-email',
+      defaultBatchSize: 100,
+      maxBatchSize: 500
+    },
+    personalize: {
+      id: 'personalize',
+      label: 'Personalize',
+      primaryEntity: 'contact',
+      outputs: ['contact'],
+      stageKey: 'personalized',
+      dependsOn: ['verify-emails'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.contact.personalize',
+      defaultBatchSize: 25,
+      maxBatchSize: 100
+    },
+    review: {
+      id: 'review',
+      label: 'Reviewed and exported',
+      primaryEntity: 'contact',
+      outputs: ['export'],
+      stageKey: 'uploaded',
+      dependsOn: ['personalize'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.review.outreach-ready',
+      defaultBatchSize: 25,
+      maxBatchSize: 100
+    }
+  },
+  dtcApolloClickup: {
+    importApolloSearch: {
+      id: 'import-apollo-search',
+      label: 'Companies found',
+      description: 'Pull companies and seed contact data from a predefined Apollo search or list.',
+      primaryEntity: 'company',
+      outputs: ['company', 'contact'],
+      stageKey: 'populated',
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.company.apollo-import',
+      defaultBatchSize: 250,
+      maxBatchSize: 1000,
+      recordColumns: DTC_RECORD_COLUMNS.populated,
+      credentialRequirements: [
+        {
+          key: 'apollo',
+          provider: 'apollo',
+          credentialType: 'api-key-secret',
+          label: 'Apollo API key',
+          required: true,
+          selectionMode: 'single',
+          inputPath: 'credential'
+        }
+      ]
+    },
+    apifyCrawl: {
+      id: 'apify-crawl',
+      label: 'Websites crawled',
+      description:
+        'Crawl company websites via Apify and store raw page markdown in enrichmentData.websiteCrawl.pages for downstream LLM analysis. Overwrites the synthetic seed Apollo Import wrote with real page content.',
+      primaryEntity: 'company',
+      outputs: ['company'],
+      stageKey: 'crawled',
+      dependsOn: ['import-apollo-search'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.company.apify-crawl',
+      defaultBatchSize: 50,
+      maxBatchSize: 100,
+      recordColumns: DTC_RECORD_COLUMNS.crawled,
+      credentialRequirements: [
+        {
+          key: 'apify',
+          provider: 'apify',
+          credentialType: 'api-key-secret',
+          label: 'Apify API token',
+          required: true,
+          selectionMode: 'single',
+          inputPath: 'credential',
+          verifyOnRun: true
+        }
+      ]
+    },
+    analyzeWebsites: {
+      id: 'analyze-websites',
+      label: 'Websites analyzed',
+      description: 'Extract subscription, product, retention, and tech-stack signals from each brand website.',
+      primaryEntity: 'company',
+      outputs: ['company'],
+      stageKey: 'extracted',
+      dependsOn: ['apify-crawl'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.company.website-extract',
+      defaultBatchSize: 50,
+      maxBatchSize: 100,
+      recordColumns: DTC_RECORD_COLUMNS.extracted
+    },
+    scoreDtcFit: {
+      id: 'score-dtc-fit',
+      label: 'Companies qualified',
+      description: 'Classify subscription potential, consumable-product fit, retention maturity, and disqualifiers.',
+      primaryEntity: 'company',
+      outputs: ['company'],
+      stageKey: 'qualified',
+      dependsOn: ['analyze-websites'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.company.dtc-subscription-qualify',
+      defaultBatchSize: 100,
+      maxBatchSize: 250,
+      recordColumns: DTC_RECORD_COLUMNS.qualified
+    },
+    enrichDecisionMakers: {
+      id: 'enrich-decision-makers',
+      label: 'Decision-makers found',
+      description:
+        'Use Apollo to find qualified contacts at qualified companies - founders, retention leads, lifecycle leads, and marketing owners.',
+      primaryEntity: 'company',
+      outputs: ['contact'],
+      stageKey: 'decision-makers-enriched',
+      recordEntity: 'contact',
+      dependsOn: ['score-dtc-fit'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.contact.apollo-decision-maker-enrich',
+      defaultBatchSize: 100,
+      maxBatchSize: 250,
+      recordColumns: DTC_RECORD_COLUMNS.decisionMakers,
+      credentialRequirements: [
+        {
+          key: 'apollo',
+          provider: 'apollo',
+          credentialType: 'api-key-secret',
+          label: 'Apollo API key',
+          required: true,
+          selectionMode: 'single',
+          inputPath: 'credential'
+        }
+      ]
+    },
+    reviewAndExport: {
+      id: 'review-and-export',
+      label: 'Reviewed and exported',
+      description:
+        'Operator QC approves or rejects qualified companies, then approved records are exported as a lead list with unverified emails.',
+      primaryEntity: 'company',
+      outputs: ['export'],
+      stageKey: 'uploaded',
+      recordsStageKey: 'uploaded',
+      recordSourceStageKey: 'qualified',
+      dependsOn: ['enrich-decision-makers'],
+      dependencyMode: 'per-record-eligibility',
+      actionKey: 'lead-gen.export.list',
+      defaultBatchSize: 100,
+      maxBatchSize: 250,
+      recordColumns: DTC_RECORD_COLUMNS.uploaded,
+      credentialRequirements: [
+        {
+          key: 'clickup',
+          provider: 'clickup',
+          credentialType: 'api-key-secret',
+          label: 'ClickUp API token',
+          required: true,
+          selectionMode: 'single',
+          inputPath: 'clickupCredential',
+          verifyOnRun: true
+        }
+      ]
+    }
+  }
+} as const satisfies Record<TemplateName, Record<StepName, ListBuilderStep>>
+
+// OrganizationModelProspectingSchema and DEFAULT_ORGANIZATION_MODEL_PROSPECTING are retired.
+// Build-template/stage data lives in System.ontology.catalogTypes. Use
+// getAllBuildTemplates() / getAllProspectingStages() from migration-helpers to
+// read prospecting data portably.
+//
+// ProspectingBuildTemplateSchema, ProspectingBuildTemplateStepSchema, ProspectingLifecycleStageSchema,
+// PROSPECTING_STEPS, and ACTION_REGISTRY are retained for use by business logic and UI.