@elevasis/core 0.26.0 → 0.27.0

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

@@ -1,11 +1,4 @@
-import { z } from 'zod'
-import {
-  CRM_DISCOVERY_BOOKING_CANCELLED_STATE,
-  CRM_DISCOVERY_LINK_SENT_STATE,
-  CRM_DISCOVERY_NUDGING_STATE,
-  CRM_DISCOVERY_REPLIED_STATE
-} from '../../organization-model/domains/sales'
-import { getDealOwnership, type DealOwnership } from './deal-ownership'
+import { z } from 'zod'
 import type { AcqDealRow } from './types'
 
 export interface Action {
@@ -22,10 +15,10 @@ export interface ActionDef {
   payloadSchema?: z.ZodTypeAny
 }
 
-type DealActionInput = AcqDealRow & {
-  ownership?: DealOwnership
-  nextAction?: string | null
-}
+type DealActionInput = AcqDealRow & {
+  ownership?: 'us' | 'them' | null
+  nextAction?: string | null
+}
 
 export const SendReplyActionPayloadSchema = z
   .object({
@@ -33,133 +26,9 @@ export const SendReplyActionPayloadSchema = z
   })
   .strict()
 
-type CrmActionRuntimeDef = Pick<ActionDef, 'isAvailableFor' | 'payloadSchema'>
-
-const CRM_RUNTIME_ACTION_METADATA: Record<string, Pick<ActionDef, 'key' | 'label' | 'workflowId'>> = {
-  move_to_proposal: {
-    key: 'move_to_proposal',
-    label: 'Move to Proposal',
-    workflowId: 'move_to_proposal-workflow'
-  },
-  move_to_closing: {
-    key: 'move_to_closing',
-    label: 'Move to Closing',
-    workflowId: 'move_to_closing-workflow'
-  },
-  move_to_closed_won: {
-    key: 'move_to_closed_won',
-    label: 'Close Won',
-    workflowId: 'move_to_closed_won-workflow'
-  },
-  move_to_closed_lost: {
-    key: 'move_to_closed_lost',
-    label: 'Close Lost',
-    workflowId: 'move_to_closed_lost-workflow'
-  },
-  move_to_nurturing: {
-    key: 'move_to_nurturing',
-    label: 'Move to Nurturing',
-    workflowId: 'move_to_nurturing-workflow'
-  },
-  send_reply: {
-    key: 'send_reply',
-    label: 'Send Reply',
-    workflowId: 'crm-send-reply-workflow'
-  },
-  send_link: {
-    key: 'send_link',
-    label: 'Send Booking Link',
-    workflowId: 'crm-send-booking-link-workflow'
-  },
-  send_nudge: {
-    key: 'send_nudge',
-    label: 'Send Nudge',
-    workflowId: 'crm-send-nudge-workflow'
-  },
-  rebook: {
-    key: 'rebook',
-    label: 'Rebook',
-    workflowId: 'crm-rebook-workflow'
-  }
-}
-
-function crmAction(actionId: string, runtime: CrmActionRuntimeDef): ActionDef {
-  const metadata = CRM_RUNTIME_ACTION_METADATA[actionId]
-  if (!metadata?.workflowId) {
-    throw new Error(`CRM action metadata for "${actionId}" must define resourceId`)
-  }
-
-  return {
-    key: metadata.key,
-    label: metadata.label,
-    workflowId: metadata.workflowId,
-    ...runtime
-  }
-}
-
-export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
-  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'
-  }),
-  crmAction('move_to_nurturing', {
-    isAvailableFor: (deal) =>
-      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
-  }),
-  crmAction('send_link', {
-    isAvailableFor: (deal) =>
-      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)
-  }),
-  {
-    key: 'mark_no_show',
-    label: 'Mark No-Show',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_NUDGING_STATE.stateKey,
-    // Mirrors the auto-timeout precedent in operations/sales/crm/pipeline/timeout-actions.ts:
-    // both manual-click and timeout move the deal to closed_lost. The action_taken activity
-    // event captures operator intent and distinguishes the manual variant from the timed one.
-    workflowId: 'mark_no_show-workflow'
-  },
-  crmAction('rebook', {
-    isAvailableFor: (deal) =>
-      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))
+export function deriveActions(deal: DealActionInput, actions: ActionDef[] = []): 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/ontology-validation.ts

@@ -1,4 +1,3 @@
-import { DEFAULT_ORGANIZATION_MODEL } from '../../organization-model/defaults'
 import {
   compileOrganizationOntology,
   formatOntologyId,
@@ -10,7 +9,6 @@ import {
 } from '../../organization-model/ontology'
 import type { OrganizationModel } from '../../organization-model/types'
 import {
-  CRM_PIPELINE_DEFINITION,
   type LeadGenStageCatalogEntry,
   type StatefulStateDefinition
 } from '../../organization-model/domains/sales'
@@ -28,20 +26,6 @@ export const LEAD_GEN_STAGE_CATALOG_ONTOLOGY_ID = formatOntologyId({
   localId: 'lead-gen.stage-catalog'
 })
 
-const CRM_DEAL_OBJECT_ONTOLOGY_ID = formatOntologyId({
-  scope: 'sales.crm',
-  kind: 'object',
-  localId: 'crm.deal'
-})
-
-type CrmCatalogStageEntry = {
-  key: string
-  label: string
-  order: number
-  color?: string
-  states: StatefulStateDefinition[]
-}
-
 export type BusinessOntologyValidationIndex = {
   ontology: ResolvedOntologyIndex
   crmPipelineCatalog: OntologyCatalogType
@@ -49,30 +33,6 @@ export type BusinessOntologyValidationIndex = {
   actionTypesByLegacyId: Record<string, OntologyActionType>
 }
 
-function createCrmPipelineCatalog(): OntologyCatalogType {
-  return {
-    id: CRM_PIPELINE_CATALOG_ONTOLOGY_ID,
-    label: CRM_PIPELINE_DEFINITION.label,
-    ownerSystemId: 'sales.crm',
-    kind: 'pipeline',
-    appliesTo: CRM_DEAL_OBJECT_ONTOLOGY_ID,
-    entries: Object.fromEntries(
-      CRM_PIPELINE_DEFINITION.stages.map((stage, index) => [
-        stage.stageKey,
-        {
-          key: stage.stageKey,
-          label: stage.label,
-          order: (index + 1) * 10,
-          ...(stage.color !== undefined ? { color: stage.color } : {}),
-          states: stage.states.map((state) => ({ ...state }))
-        } satisfies CrmCatalogStageEntry
-      ])
-    ),
-    legacyPipelineKey: CRM_PIPELINE_DEFINITION.pipelineKey,
-    legacyEntityKey: CRM_PIPELINE_DEFINITION.entityKey
-  }
-}
-
 function createLeadGenStageCatalog(model: OrganizationModel): OntologyCatalogType {
   return {
     id: LEAD_GEN_STAGE_CATALOG_ONTOLOGY_ID,
@@ -99,9 +59,8 @@ function mergeBridgeCatalogs(model: OrganizationModel): OrganizationModel {
   const baseCatalogTypes = model.ontology?.catalogTypes ?? {}
   const bridgeCatalogTypes: Record<OntologyId, OntologyCatalogType> = {}
 
-  if (baseCatalogTypes[CRM_PIPELINE_CATALOG_ONTOLOGY_ID] === undefined) {
-    bridgeCatalogTypes[CRM_PIPELINE_CATALOG_ONTOLOGY_ID] = createCrmPipelineCatalog()
-  }
+  // CRM pipeline catalog is now authored directly in @repo/elevasis-core canonicalOrganizationModel
+  // at 'sales.crm:catalog/crm.pipeline'. No bridge injection needed — the model self-supplies it.
   if (baseCatalogTypes[LEAD_GEN_STAGE_CATALOG_ONTOLOGY_ID] === undefined) {
     bridgeCatalogTypes[LEAD_GEN_STAGE_CATALOG_ONTOLOGY_ID] = createLeadGenStageCatalog(model)
   }
@@ -120,9 +79,7 @@ function mergeBridgeCatalogs(model: OrganizationModel): OrganizationModel {
   }
 }
 
-function compileBusinessOntologyValidationIndex(
-  model: OrganizationModel = DEFAULT_ORGANIZATION_MODEL
-): BusinessOntologyValidationIndex {
+export function compileBusinessOntologyValidationIndex(model: OrganizationModel): BusinessOntologyValidationIndex {
   const compilation = compileOrganizationOntology(mergeBridgeCatalogs(model))
   if (compilation.diagnostics.length > 0) {
     const summary = compilation.diagnostics.map((diagnostic) => diagnostic.message).join('; ')
@@ -156,34 +113,18 @@ function indexActionTypesByLegacyId(
   return byLegacyId
 }
 
-export const BUSINESS_ONTOLOGY_VALIDATION_INDEX = compileBusinessOntologyValidationIndex()
-
 function getCatalogEntries(catalog: OntologyCatalogType): Record<string, unknown> {
   return isPlainRecord(catalog.entries) ? catalog.entries : {}
 }
 
-function asCrmStageEntry(key: string, value: unknown): CrmCatalogStageEntry {
-  const record = isPlainRecord(value) ? value : {}
-  const label = typeof record.label === 'string' ? record.label : key
-  const order = typeof record.order === 'number' ? record.order : 0
-  const color = typeof record.color === 'string' ? record.color : undefined
-  const rawStates = Array.isArray(record.states) ? record.states : []
-  const states = rawStates.flatMap((state): StatefulStateDefinition[] => {
-    if (!isPlainRecord(state) || typeof state.stateKey !== 'string') return []
-    return [
-      {
-        stateKey: state.stateKey,
-        label: typeof state.label === 'string' ? state.label : state.stateKey
-      }
-    ]
-  })
+function asStatefulStateDefinition(value: unknown): StatefulStateDefinition | undefined {
+  if (!isPlainRecord(value) || typeof value.stateKey !== 'string' || typeof value.label !== 'string') {
+    return undefined
+  }
 
   return {
-    key,
-    label,
-    order,
-    ...(color !== undefined ? { color } : {}),
-    states
+    stateKey: value.stateKey,
+    label: value.label
   }
 }
 
@@ -211,99 +152,72 @@ function asLeadGenStageEntry(key: string, value: unknown): LeadGenStageCatalogEn
   }
 }
 
-export const CRM_STAGE_KEYS_FROM_ONTOLOGY = Object.keys(
-  getCatalogEntries(BUSINESS_ONTOLOGY_VALIDATION_INDEX.crmPipelineCatalog)
-) as [string, ...string[]]
-
-export const CRM_STATE_KEYS_FROM_ONTOLOGY = Object.values(
-  getCatalogEntries(BUSINESS_ONTOLOGY_VALIDATION_INDEX.crmPipelineCatalog)
-).flatMap((entry, index) => {
-  const stageKey = CRM_STAGE_KEYS_FROM_ONTOLOGY[index]
-  if (stageKey === undefined) return []
-  return asCrmStageEntry(stageKey, entry).states.map((state) => state.stateKey)
-}) as [string, ...string[]]
-
-export const LEAD_GEN_STAGE_KEYS_FROM_ONTOLOGY = Object.keys(
-  getCatalogEntries(BUSINESS_ONTOLOGY_VALIDATION_INDEX.leadGenStageCatalog)
-) as [string, ...string[]]
-
-export function getCrmStatesForStage(stageKey: string): StatefulStateDefinition[] {
-  const entry = getCatalogEntries(BUSINESS_ONTOLOGY_VALIDATION_INDEX.crmPipelineCatalog)[stageKey]
-  return entry === undefined ? [] : asCrmStageEntry(stageKey, entry).states
-}
-
-export function isCrmStageKey(stageKey: string): boolean {
-  return Object.prototype.hasOwnProperty.call(
-    getCatalogEntries(BUSINESS_ONTOLOGY_VALIDATION_INDEX.crmPipelineCatalog),
-    stageKey
-  )
-}
-
-export function isCrmStateKey(stateKey: string): boolean {
-  return CRM_STATE_KEYS_FROM_ONTOLOGY.includes(stateKey)
-}
-
-export function getLeadGenStageCatalogFromOntology(): Record<string, LeadGenStageCatalogEntry> {
-  return Object.fromEntries(
-    Object.entries(getCatalogEntries(BUSINESS_ONTOLOGY_VALIDATION_INDEX.leadGenStageCatalog)).map(([key, value]) => [
-      key,
-      asLeadGenStageEntry(key, value)
-    ])
-  )
-}
-
-export function getLeadGenStageEntry(stageKey: string): LeadGenStageCatalogEntry | undefined {
-  return getLeadGenStageCatalogFromOntology()[stageKey]
-}
-
-export function isLeadGenStageKey(stageKey: string): boolean {
-  return getLeadGenStageEntry(stageKey) !== undefined
-}
-
-export function isLeadGenStageValidForEntity(stageKey: string, entity: 'company' | 'contact'): boolean {
-  const stage = getLeadGenStageEntry(stageKey)
-  return stage !== undefined && (stage.entity === entity || stage.additionalEntities?.includes(entity) === true)
-}
-
-export function isLeadGenRecordStageValidForEntity(stageKey: string, entity: 'company' | 'contact'): boolean {
-  const stage = getLeadGenStageEntry(stageKey)
-  return (
-    stage !== undefined &&
-    (stage.entity === entity || stage.additionalEntities?.includes(entity) === true || stage.recordEntity === entity)
-  )
-}
-
-export function resolveLeadGenRecordStageKey(stageKey: string, entity: 'company' | 'contact'): string {
-  const stage = getLeadGenStageEntry(stageKey)
-  return stage?.recordEntity === entity && stage.recordStageKey ? stage.recordStageKey : stageKey
-}
-
-export type BusinessActionMetadata = {
-  id: string
-  label: string
-  resourceId?: string
+/**
+ * Returns the valid states for a given CRM stage key.
+ * Resolves against the caller-supplied ontology validation index so generic
+ * core does not materialize an Elevasis CRM pipeline singleton.
+ */
+export function getCrmStatesForStage(
+  index: BusinessOntologyValidationIndex,
+  stageKey: string
+): StatefulStateDefinition[] {
+  const stage = getCatalogEntries(index.crmPipelineCatalog)[stageKey]
+  const states = isPlainRecord(stage) && Array.isArray(stage.states) ? stage.states : []
+  return states.flatMap((state) => {
+    const parsed = asStatefulStateDefinition(state)
+    return parsed ? [parsed] : []
+  })
 }
 
-function getActionMetadata(actionKey: string): BusinessActionMetadata | undefined {
-  const actionType = BUSINESS_ONTOLOGY_VALIDATION_INDEX.actionTypesByLegacyId[actionKey]
-  if (actionType === undefined) return undefined
+/**
+ * Lead-gen stage validators bound to a specific resolved validation index.
+ *
+ * The lead-gen stage catalog is tenant-model-dependent (it derives from the
+ * organization model's `sales.lead-gen` stage records). Hosts that own a
+ * populated tenant model (e.g. `apps/api` with the Elevasis canonical model)
+ * MUST build their own index via `compileBusinessOntologyValidationIndex(model)`
+ * and call `createLeadGenStageValidators(index)`. `@repo/core` stays generic —
+ * it must never import a tenant model.
+ */
+export type LeadGenStageValidators = {
+  getLeadGenStageCatalog(): Record<string, LeadGenStageCatalogEntry>
+  getLeadGenStageEntry(stageKey: string): LeadGenStageCatalogEntry | undefined
+  isLeadGenStageKey(stageKey: string): boolean
+  isLeadGenStageValidForEntity(stageKey: string, entity: 'company' | 'contact'): boolean
+  isLeadGenRecordStageValidForEntity(stageKey: string, entity: 'company' | 'contact'): boolean
+  resolveLeadGenRecordStageKey(stageKey: string, entity: 'company' | 'contact'): string
+}
+
+export function createLeadGenStageValidators(index: BusinessOntologyValidationIndex): LeadGenStageValidators {
+  const getCatalog = (): Record<string, LeadGenStageCatalogEntry> =>
+    Object.fromEntries(
+      Object.entries(getCatalogEntries(index.leadGenStageCatalog)).map(([key, value]) => [
+        key,
+        asLeadGenStageEntry(key, value)
+      ])
+    )
+  const getEntry = (stageKey: string): LeadGenStageCatalogEntry | undefined => getCatalog()[stageKey]
 
-  const resourceId = actionType['resourceId']
   return {
-    id: actionKey,
-    label: actionType.label ?? actionKey,
-    ...(typeof resourceId === 'string' ? { resourceId } : {})
+    getLeadGenStageCatalog: getCatalog,
+    getLeadGenStageEntry: getEntry,
+    isLeadGenStageKey: (stageKey) => getEntry(stageKey) !== undefined,
+    isLeadGenStageValidForEntity: (stageKey, entity) => {
+      const stage = getEntry(stageKey)
+      return stage !== undefined && (stage.entity === entity || stage.additionalEntities?.includes(entity) === true)
+    },
+    isLeadGenRecordStageValidForEntity: (stageKey, entity) => {
+      const stage = getEntry(stageKey)
+      return (
+        stage !== undefined &&
+        (stage.entity === entity ||
+          stage.additionalEntities?.includes(entity) === true ||
+          stage.recordEntity === entity)
+      )
+    },
+    resolveLeadGenRecordStageKey: (stageKey, entity) => {
+      const stage = getEntry(stageKey)
+      return stage?.recordEntity === entity && stage.recordStageKey ? stage.recordStageKey : stageKey
+    }
   }
 }
-
-export function getCrmActionMetadata(actionKey: string): BusinessActionMetadata | undefined {
-  const actionType = BUSINESS_ONTOLOGY_VALIDATION_INDEX.actionTypesByLegacyId[actionKey]
-  return actionType?.ownerSystemId === 'sales.crm' ? getActionMetadata(actionKey) : undefined
-}
-
-export function isLeadGenActionKey(actionKey: string): boolean {
-  return (
-    actionKey.startsWith('lead-gen.') &&
-    BUSINESS_ONTOLOGY_VALIDATION_INDEX.actionTypesByLegacyId[actionKey] !== undefined
-  )
-}

package/src/business/pdf/sections/investment.ts

@@ -35,7 +35,7 @@ export function investmentSection(config: InvestmentConfig): Page {
     tier,
     customTierDescription,
     nextSteps = DEFAULT_NEXT_STEPS,
-    contactCta = 'Questions? Reply to this email or book a call at elevasis.io/call'
+    contactCta = 'Questions? Reply to this email or use the contact link provided by your advisor'
   } = config
 
   const tierDescription = tier === 'custom' && customTierDescription

package/src/business/pdf/sections/summary-investment.ts

@@ -42,7 +42,7 @@ export function summaryInvestmentSection(config: SummaryInvestmentConfig): Page
     initialFee,
     monthlyFee,
     nextSteps = DEFAULT_NEXT_STEPS,
-    contactCta = 'Questions? Reply to this email or book a call at elevasis.io/call'
+    contactCta = 'Questions? Reply to this email or use the contact link provided by your advisor'
   } = config
 
   // Calculate totals