@elevasis/core 0.26.0 → 0.27.0

package/src/business/acquisition/crm-priority.ts

@@ -1,349 +1,365 @@
-import { z } from 'zod'
-import {
-  DEFAULT_CRM_PRIORITY_RULE_CONFIG,
-  type CrmPriorityBucketDefinition,
-  type CrmPriorityBucketKey,
-  type CrmPriorityRuleConfig
-} from '../../organization-model/domains/sales'
-import { getDealOwnership } from './deal-ownership'
-import type { DealPriority } from './types'
-
-export interface CrmPriorityInput {
-  stage_key: string | null
-  state_key: string | null
-  activity_log: unknown
-  updated_at: string
-  created_at: string
-}
-
-export interface EvaluateCrmDealPriorityOptions {
-  config?: CrmPriorityRuleConfig | ResolvedCrmPriorityRuleConfig
-  now?: Date | string
-}
-
-export const CrmPriorityBucketKeySchema = z.enum(['needs_response', 'follow_up_due', 'waiting', 'stale', 'closed_low'])
-
-export const CrmPriorityBucketOverrideSchema = z
-  .object({
-    label: z.string().trim().min(1).max(80).optional(),
-    color: z.string().trim().min(1).max(40).optional(),
-    rank: z.number().int().min(0).max(10000).optional()
-  })
-  .strict()
-
-const CrmPriorityBucketDefinitionSchema = z
-  .object({
-    bucketKey: CrmPriorityBucketKeySchema,
-    label: z.string(),
-    rank: z.number().int(),
-    color: z.string()
-  })
-  .strict()
-
-const CrmPriorityRuleConfigSchema = z
-  .object({
-    enabled: z.boolean().optional(),
-    buckets: z.array(CrmPriorityBucketDefinitionSchema),
-    closedStageKeys: z.array(z.string()),
-    followUpAfterDaysByStateKey: z.record(z.string(), z.number().int()),
-    staleAfterDays: z.number().int()
-  })
-  .strict()
-
-export const CrmPriorityOverrideSchema = z
-  .object({
-    enabled: z.boolean().optional(),
-    staleAfterDays: z.number().int().min(1).max(365).optional(),
-    bucketOrder: z.array(CrmPriorityBucketKeySchema).optional(),
-    buckets: z.partialRecord(CrmPriorityBucketKeySchema, CrmPriorityBucketOverrideSchema).optional(),
-    followUpAfterDaysByStateKey: z
-      .record(z.string().trim().min(1).max(120), z.number().int().min(0).max(365))
-      .optional(),
-    closedStageKeys: z.array(z.string().trim().min(1).max(120)).optional()
-  })
-  .strict()
-
-export type CrmPriorityBucketOverride = z.infer<typeof CrmPriorityBucketOverrideSchema>
-export type CrmPriorityOverride = z.infer<typeof CrmPriorityOverrideSchema>
-
-/**
- * Resolved CRM priority settings used by evaluators.
- *
- * When enabled is false, priority evaluation is intentionally neutral: all deals
- * receive the configured waiting bucket and no follow-up/stale urgency is computed.
- */
-export type ResolvedCrmPriorityRuleConfig = CrmPriorityRuleConfig & {
-  enabled: boolean
-}
-
-interface ParsedActivity {
-  type: string | null
-  occurredAt: string
-}
-
-const MS_PER_DAY = 24 * 60 * 60 * 1000
-
-export function evaluateCrmDealPriority(
-  input: CrmPriorityInput,
-  options: EvaluateCrmDealPriorityOptions = {}
-): DealPriority {
-  const config = resolveCrmPriorityRuleConfig(options.config)
-  const now = parseDate(options.now ?? new Date()) ?? new Date()
-  const latestActivityAt = getLatestActivityAt(input)
-  const nextActionAt = getNextActionAt(input.state_key, latestActivityAt, config)
-
-  if (!config.enabled) {
-    return buildPriority('waiting', config, {
-      reason: 'CRM priority evaluation is disabled.',
-      latestActivityAt,
-      nextActionAt: null
-    })
-  }
-
-  if (input.stage_key && config.closedStageKeys.includes(input.stage_key)) {
-    return buildPriority('closed_low', config, {
-      reason: `Deal is in ${input.stage_key}.`,
-      latestActivityAt,
-      nextActionAt: null
-    })
-  }
-
-  const ownership = getDealOwnership(input)
-
-  if (ownership === 'us') {
-    return buildPriority('needs_response', config, {
-      reason: 'Lead replied last — we owe the next move.',
-      latestActivityAt,
-      nextActionAt
-    })
-  }
-
-  // ownership === 'them' or null: check age against staleAfterDays first
-  if (latestActivityAt) {
-    const latestActivityDate = parseDate(latestActivityAt)
-    if (latestActivityDate && now.getTime() - latestActivityDate.getTime() >= config.staleAfterDays * MS_PER_DAY) {
-      return buildPriority('stale', config, {
-        reason: `No meaningful activity in ${config.staleAfterDays} days.`,
-        latestActivityAt,
-        nextActionAt: null
-      })
-    }
-  }
-
-  if (ownership === 'them') {
-    if (nextActionAt) {
-      const nextActionDate = parseDate(nextActionAt)
-      if (nextActionDate && nextActionDate <= now) {
-        return buildPriority('follow_up_due', config, {
-          reason: 'Configured follow-up window has elapsed.',
-          latestActivityAt,
-          nextActionAt
-        })
-      }
-    }
-
-    return buildPriority('waiting', config, {
-      reason: 'Waiting on their reply.',
-      latestActivityAt,
-      nextActionAt
-    })
-  }
-
-  // ownership === null (no inbound/outbound events): fall back to follow_up/waiting
-  if (nextActionAt) {
-    const nextActionDate = parseDate(nextActionAt)
-    if (nextActionDate && nextActionDate <= now) {
-      return buildPriority('follow_up_due', config, {
-        reason: 'Configured follow-up window has elapsed.',
-        latestActivityAt,
-        nextActionAt
-      })
-    }
-
-    return buildPriority('waiting', config, {
-      reason: 'Waiting until the configured next action time.',
-      latestActivityAt,
-      nextActionAt
-    })
-  }
-
-  return buildPriority('waiting', config, {
-    reason: 'No immediate response or follow-up is due.',
-    latestActivityAt,
-    nextActionAt: null
-  })
-}
-
-export function resolveCrmPriorityRuleConfig(input?: unknown): ResolvedCrmPriorityRuleConfig {
-  const candidate = extractPriorityOverride(input)
-  const fullConfigResult = CrmPriorityRuleConfigSchema.safeParse(candidate)
-
-  if (fullConfigResult.success) return buildResolvedConfig(fullConfigResult.data)
-
-  const result = CrmPriorityOverrideSchema.safeParse(candidate)
-
-  if (!result.success) return buildDefaultResolvedConfig()
-
-  return mergeCrmPriorityOverride(result.data)
-}
-
-function mergeCrmPriorityOverride(override: CrmPriorityOverride): ResolvedCrmPriorityRuleConfig {
-  const defaultConfig = buildDefaultResolvedConfig()
-  const bucketOverrides = override.buckets ?? {}
-  const orderedBucketKeys = override.bucketOrder ? [...new Set(override.bucketOrder)] : []
-  const orderRanks = new Map<CrmPriorityBucketKey, number>()
-
-  orderedBucketKeys.forEach((bucketKey, index) => {
-    orderRanks.set(bucketKey, (index + 1) * 10)
-  })
-
-  const buckets = defaultConfig.buckets
-    .map((bucket) => {
-      const bucketOverride = bucketOverrides[bucket.bucketKey]
-
-      return {
-        ...bucket,
-        rank: bucketOverride?.rank ?? orderRanks.get(bucket.bucketKey) ?? bucket.rank,
-        label: bucketOverride?.label ?? bucket.label,
-        color: bucketOverride?.color ?? bucket.color
-      }
-    })
-    .sort((a, b) => a.rank - b.rank)
-
-  return {
-    enabled: override.enabled ?? defaultConfig.enabled,
-    buckets,
-    closedStageKeys: override.closedStageKeys ?? defaultConfig.closedStageKeys,
-    followUpAfterDaysByStateKey: {
-      ...defaultConfig.followUpAfterDaysByStateKey,
-      ...(override.followUpAfterDaysByStateKey ?? {})
-    },
-    staleAfterDays: override.staleAfterDays ?? defaultConfig.staleAfterDays
-  }
-}
-
-function buildDefaultResolvedConfig(): ResolvedCrmPriorityRuleConfig {
-  return buildResolvedConfig(DEFAULT_CRM_PRIORITY_RULE_CONFIG)
-}
-
-function buildResolvedConfig(config: CrmPriorityRuleConfig & { enabled?: boolean }): ResolvedCrmPriorityRuleConfig {
-  return {
-    enabled: config.enabled ?? true,
-    buckets: config.buckets.map((bucket) => ({ ...bucket })),
-    closedStageKeys: [...config.closedStageKeys],
-    followUpAfterDaysByStateKey: { ...config.followUpAfterDaysByStateKey },
-    staleAfterDays: config.staleAfterDays
-  }
-}
-
-function extractPriorityOverride(input: unknown): unknown {
-  if (!isPlainRecord(input)) return input
-
-  const crm = input.crm
-  if (isPlainRecord(crm) && Object.prototype.hasOwnProperty.call(crm, 'priority')) {
-    return crm.priority
-  }
-
-  return input
-}
-
-function isPlainRecord(value: unknown): value is Record<string, unknown> {
-  return Boolean(value) && typeof value === 'object' && !Array.isArray(value)
-}
-
-function buildPriority(
-  bucketKey: CrmPriorityBucketKey,
-  config: CrmPriorityRuleConfig,
-  values: Pick<DealPriority, 'reason' | 'latestActivityAt' | 'nextActionAt'>
-): DealPriority {
-  const bucket = findBucket(config.buckets, bucketKey)
-
-  return {
-    bucketKey: bucket.bucketKey,
-    rank: bucket.rank,
-    label: bucket.label,
-    color: bucket.color,
-    reason: values.reason,
-    latestActivityAt: values.latestActivityAt,
-    nextActionAt: values.nextActionAt
-  }
-}
-
-function findBucket(
-  buckets: CrmPriorityBucketDefinition[],
-  bucketKey: CrmPriorityBucketKey
-): CrmPriorityBucketDefinition {
-  const bucket = buckets.find((candidate) => candidate.bucketKey === bucketKey)
-  if (bucket) return bucket
-
-  return {
-    bucketKey,
-    label: bucketKey,
-    rank: Number.MAX_SAFE_INTEGER,
-    color: 'gray'
-  }
-}
-
-function getLatestActivityAt(input: CrmPriorityInput): string | null {
-  const timestamps = getParsedActivities(input.activity_log).map((activity) => activity.occurredAt)
-  const fallback = normalizeTimestamp(input.updated_at) ?? normalizeTimestamp(input.created_at)
-  if (fallback) timestamps.push(fallback)
-
-  return timestamps.sort((a, b) => new Date(b).getTime() - new Date(a).getTime())[0] ?? null
-}
-
-function getParsedActivities(activityLog: unknown): ParsedActivity[] {
-  if (!Array.isArray(activityLog)) return []
-
-  const parsed: ParsedActivity[] = []
-
-  for (const entry of activityLog) {
-    if (!entry || typeof entry !== 'object' || Array.isArray(entry)) continue
-
-    const record = entry as Record<string, unknown>
-    const occurredAt =
-      normalizeTimestamp(record.timestamp) ??
-      normalizeTimestamp(record.occurredAt) ??
-      normalizeTimestamp(record.createdAt) ??
-      normalizeTimestamp(record.updatedAt) ??
-      normalizeTimestamp(record.sentAt)
-
-    if (!occurredAt) continue
-
-    parsed.push({
-      type: typeof record.type === 'string' ? record.type : null,
-      occurredAt
-    })
-  }
-
-  return parsed
-}
-
-function getNextActionAt(
-  stateKey: string | null,
-  latestActivityAt: string | null,
-  config: CrmPriorityRuleConfig
-): string | null {
-  if (!stateKey || !latestActivityAt) return null
-
-  const days = config.followUpAfterDaysByStateKey[stateKey]
-  if (days === undefined) return null
-
-  const latestActivityDate = parseDate(latestActivityAt)
-  if (!latestActivityDate) return null
-
-  return new Date(latestActivityDate.getTime() + days * MS_PER_DAY).toISOString()
-}
-
-function normalizeTimestamp(value: unknown): string | null {
-  const date = parseDate(value)
-  return date ? date.toISOString() : null
-}
-
-function parseDate(value: unknown): Date | null {
-  if (value instanceof Date) return Number.isNaN(value.getTime()) ? null : value
-  if (typeof value !== 'string') return null
-
-  const date = new Date(value)
-  return Number.isNaN(date.getTime()) ? null : date
-}
+import { z } from 'zod'
+import {
+  type CrmPriorityBucketDefinition,
+  type CrmPriorityBucketKey,
+  type CrmPriorityRuleConfig
+} from '../../organization-model/domains/sales'
+import { getDealOwnership } from './deal-ownership'
+import type { DealPriority } from './types'
+
+export interface CrmPriorityInput {
+  stage_key: string | null
+  state_key: string | null
+  activity_log: unknown
+  updated_at: string
+  created_at: string
+}
+
+export interface EvaluateCrmDealPriorityOptions {
+  config?: CrmPriorityRuleConfig | ResolvedCrmPriorityRuleConfig
+  now?: Date | string
+}
+
+export const CrmPriorityBucketKeySchema = z.enum(['needs_response', 'follow_up_due', 'waiting', 'stale', 'closed_low'])
+
+export const CrmPriorityBucketOverrideSchema = z
+  .object({
+    label: z.string().trim().min(1).max(80).optional(),
+    color: z.string().trim().min(1).max(40).optional(),
+    rank: z.number().int().min(0).max(10000).optional()
+  })
+  .strict()
+
+const CrmPriorityBucketDefinitionSchema = z
+  .object({
+    bucketKey: CrmPriorityBucketKeySchema,
+    label: z.string(),
+    rank: z.number().int(),
+    color: z.string()
+  })
+  .strict()
+
+const CrmPriorityRuleConfigSchema = z
+  .object({
+    enabled: z.boolean().optional(),
+    buckets: z.array(CrmPriorityBucketDefinitionSchema),
+    closedStageKeys: z.array(z.string()),
+    followUpAfterDaysByStateKey: z.record(z.string(), z.number().int()),
+    staleAfterDays: z.number().int()
+  })
+  .strict()
+
+export const CrmPriorityOverrideSchema = z
+  .object({
+    enabled: z.boolean().optional(),
+    staleAfterDays: z.number().int().min(1).max(365).optional(),
+    bucketOrder: z.array(CrmPriorityBucketKeySchema).optional(),
+    buckets: z.partialRecord(CrmPriorityBucketKeySchema, CrmPriorityBucketOverrideSchema).optional(),
+    followUpAfterDaysByStateKey: z
+      .record(z.string().trim().min(1).max(120), z.number().int().min(0).max(365))
+      .optional(),
+    closedStageKeys: z.array(z.string().trim().min(1).max(120)).optional()
+  })
+  .strict()
+
+export type CrmPriorityBucketOverride = z.infer<typeof CrmPriorityBucketOverrideSchema>
+export type CrmPriorityOverride = z.infer<typeof CrmPriorityOverrideSchema>
+
+/**
+ * Resolved CRM priority settings used by evaluators.
+ *
+ * When enabled is false, priority evaluation is intentionally neutral: all deals
+ * receive the configured waiting bucket and no follow-up/stale urgency is computed.
+ */
+export type ResolvedCrmPriorityRuleConfig = CrmPriorityRuleConfig & {
+  enabled: boolean
+}
+
+interface ParsedActivity {
+  type: string | null
+  occurredAt: string
+}
+
+const MS_PER_DAY = 24 * 60 * 60 * 1000
+
+const DEFAULT_CRM_PRIORITY_BUCKETS: CrmPriorityBucketDefinition[] = [
+  { bucketKey: 'needs_response', label: 'Needs Response', rank: 10, color: 'red' },
+  { bucketKey: 'follow_up_due', label: 'Follow-up Due', rank: 20, color: 'orange' },
+  { bucketKey: 'waiting', label: 'Waiting', rank: 30, color: 'blue' },
+  { bucketKey: 'stale', label: 'Stale', rank: 40, color: 'gray' },
+  { bucketKey: 'closed_low', label: 'Closed', rank: 50, color: 'dark' }
+]
+
+const GENERIC_CRM_PRIORITY_RULE_CONFIG: CrmPriorityRuleConfig = {
+  buckets: DEFAULT_CRM_PRIORITY_BUCKETS,
+  closedStageKeys: [],
+  followUpAfterDaysByStateKey: {},
+  staleAfterDays: 14
+}
+
+export function evaluateCrmDealPriority(
+  input: CrmPriorityInput,
+  options: EvaluateCrmDealPriorityOptions = {}
+): DealPriority {
+  const config = resolveCrmPriorityRuleConfig(options.config)
+  const now = parseDate(options.now ?? new Date()) ?? new Date()
+  const latestActivityAt = getLatestActivityAt(input)
+  const nextActionAt = getNextActionAt(input.state_key, latestActivityAt, config)
+
+  if (!config.enabled) {
+    return buildPriority('waiting', config, {
+      reason: 'CRM priority evaluation is disabled.',
+      latestActivityAt,
+      nextActionAt: null
+    })
+  }
+
+  if (input.stage_key && config.closedStageKeys.includes(input.stage_key)) {
+    return buildPriority('closed_low', config, {
+      reason: `Deal is in ${input.stage_key}.`,
+      latestActivityAt,
+      nextActionAt: null
+    })
+  }
+
+  const ownership = getDealOwnership(input)
+
+  if (ownership === 'us') {
+    return buildPriority('needs_response', config, {
+      reason: 'Lead replied last — we owe the next move.',
+      latestActivityAt,
+      nextActionAt
+    })
+  }
+
+  // ownership === 'them' or null: check age against staleAfterDays first
+  if (latestActivityAt) {
+    const latestActivityDate = parseDate(latestActivityAt)
+    if (latestActivityDate && now.getTime() - latestActivityDate.getTime() >= config.staleAfterDays * MS_PER_DAY) {
+      return buildPriority('stale', config, {
+        reason: `No meaningful activity in ${config.staleAfterDays} days.`,
+        latestActivityAt,
+        nextActionAt: null
+      })
+    }
+  }
+
+  if (ownership === 'them') {
+    if (nextActionAt) {
+      const nextActionDate = parseDate(nextActionAt)
+      if (nextActionDate && nextActionDate <= now) {
+        return buildPriority('follow_up_due', config, {
+          reason: 'Configured follow-up window has elapsed.',
+          latestActivityAt,
+          nextActionAt
+        })
+      }
+    }
+
+    return buildPriority('waiting', config, {
+      reason: 'Waiting on their reply.',
+      latestActivityAt,
+      nextActionAt
+    })
+  }
+
+  // ownership === null (no inbound/outbound events): fall back to follow_up/waiting
+  if (nextActionAt) {
+    const nextActionDate = parseDate(nextActionAt)
+    if (nextActionDate && nextActionDate <= now) {
+      return buildPriority('follow_up_due', config, {
+        reason: 'Configured follow-up window has elapsed.',
+        latestActivityAt,
+        nextActionAt
+      })
+    }
+
+    return buildPriority('waiting', config, {
+      reason: 'Waiting until the configured next action time.',
+      latestActivityAt,
+      nextActionAt
+    })
+  }
+
+  return buildPriority('waiting', config, {
+    reason: 'No immediate response or follow-up is due.',
+    latestActivityAt,
+    nextActionAt: null
+  })
+}
+
+export function resolveCrmPriorityRuleConfig(
+  input?: unknown,
+  base: CrmPriorityRuleConfig = GENERIC_CRM_PRIORITY_RULE_CONFIG
+): ResolvedCrmPriorityRuleConfig {
+  const candidate = extractPriorityOverride(input)
+  const fullConfigResult = CrmPriorityRuleConfigSchema.safeParse(candidate)
+
+  if (fullConfigResult.success) return buildResolvedConfig(fullConfigResult.data)
+
+  const result = CrmPriorityOverrideSchema.safeParse(candidate)
+
+  if (!result.success) return buildResolvedConfig(base)
+
+  return mergeCrmPriorityOverride(result.data, base)
+}
+
+function mergeCrmPriorityOverride(
+  override: CrmPriorityOverride,
+  base: CrmPriorityRuleConfig = GENERIC_CRM_PRIORITY_RULE_CONFIG
+): ResolvedCrmPriorityRuleConfig {
+  const defaultConfig = buildResolvedConfig(base)
+  const bucketOverrides = override.buckets ?? {}
+  const orderedBucketKeys = override.bucketOrder ? [...new Set(override.bucketOrder)] : []
+  const orderRanks = new Map<CrmPriorityBucketKey, number>()
+
+  orderedBucketKeys.forEach((bucketKey, index) => {
+    orderRanks.set(bucketKey, (index + 1) * 10)
+  })
+
+  const buckets = defaultConfig.buckets
+    .map((bucket) => {
+      const bucketOverride = bucketOverrides[bucket.bucketKey]
+
+      return {
+        ...bucket,
+        rank: bucketOverride?.rank ?? orderRanks.get(bucket.bucketKey) ?? bucket.rank,
+        label: bucketOverride?.label ?? bucket.label,
+        color: bucketOverride?.color ?? bucket.color
+      }
+    })
+    .sort((a, b) => a.rank - b.rank)
+
+  return {
+    enabled: override.enabled ?? defaultConfig.enabled,
+    buckets,
+    closedStageKeys: override.closedStageKeys ?? defaultConfig.closedStageKeys,
+    followUpAfterDaysByStateKey: {
+      ...defaultConfig.followUpAfterDaysByStateKey,
+      ...(override.followUpAfterDaysByStateKey ?? {})
+    },
+    staleAfterDays: override.staleAfterDays ?? defaultConfig.staleAfterDays
+  }
+}
+
+function buildResolvedConfig(config: CrmPriorityRuleConfig & { enabled?: boolean }): ResolvedCrmPriorityRuleConfig {
+  return {
+    enabled: config.enabled ?? true,
+    buckets: config.buckets.map((bucket) => ({ ...bucket })),
+    closedStageKeys: [...config.closedStageKeys],
+    followUpAfterDaysByStateKey: { ...config.followUpAfterDaysByStateKey },
+    staleAfterDays: config.staleAfterDays
+  }
+}
+
+function extractPriorityOverride(input: unknown): unknown {
+  if (!isPlainRecord(input)) return input
+
+  const crm = input.crm
+  if (isPlainRecord(crm) && Object.prototype.hasOwnProperty.call(crm, 'priority')) {
+    return crm.priority
+  }
+
+  return input
+}
+
+function isPlainRecord(value: unknown): value is Record<string, unknown> {
+  return Boolean(value) && typeof value === 'object' && !Array.isArray(value)
+}
+
+function buildPriority(
+  bucketKey: CrmPriorityBucketKey,
+  config: CrmPriorityRuleConfig,
+  values: Pick<DealPriority, 'reason' | 'latestActivityAt' | 'nextActionAt'>
+): DealPriority {
+  const bucket = findBucket(config.buckets, bucketKey)
+
+  return {
+    bucketKey: bucket.bucketKey,
+    rank: bucket.rank,
+    label: bucket.label,
+    color: bucket.color,
+    reason: values.reason,
+    latestActivityAt: values.latestActivityAt,
+    nextActionAt: values.nextActionAt
+  }
+}
+
+function findBucket(
+  buckets: CrmPriorityBucketDefinition[],
+  bucketKey: CrmPriorityBucketKey
+): CrmPriorityBucketDefinition {
+  const bucket = buckets.find((candidate) => candidate.bucketKey === bucketKey)
+  if (bucket) return bucket
+
+  return {
+    bucketKey,
+    label: bucketKey,
+    rank: Number.MAX_SAFE_INTEGER,
+    color: 'gray'
+  }
+}
+
+function getLatestActivityAt(input: CrmPriorityInput): string | null {
+  const timestamps = getParsedActivities(input.activity_log).map((activity) => activity.occurredAt)
+  const fallback = normalizeTimestamp(input.updated_at) ?? normalizeTimestamp(input.created_at)
+  if (fallback) timestamps.push(fallback)
+
+  return timestamps.sort((a, b) => new Date(b).getTime() - new Date(a).getTime())[0] ?? null
+}
+
+function getParsedActivities(activityLog: unknown): ParsedActivity[] {
+  if (!Array.isArray(activityLog)) return []
+
+  const parsed: ParsedActivity[] = []
+
+  for (const entry of activityLog) {
+    if (!entry || typeof entry !== 'object' || Array.isArray(entry)) continue
+
+    const record = entry as Record<string, unknown>
+    const occurredAt =
+      normalizeTimestamp(record.timestamp) ??
+      normalizeTimestamp(record.occurredAt) ??
+      normalizeTimestamp(record.createdAt) ??
+      normalizeTimestamp(record.updatedAt) ??
+      normalizeTimestamp(record.sentAt)
+
+    if (!occurredAt) continue
+
+    parsed.push({
+      type: typeof record.type === 'string' ? record.type : null,
+      occurredAt
+    })
+  }
+
+  return parsed
+}
+
+function getNextActionAt(
+  stateKey: string | null,
+  latestActivityAt: string | null,
+  config: CrmPriorityRuleConfig
+): string | null {
+  if (!stateKey || !latestActivityAt) return null
+
+  const days = config.followUpAfterDaysByStateKey[stateKey]
+  if (days === undefined) return null
+
+  const latestActivityDate = parseDate(latestActivityAt)
+  if (!latestActivityDate) return null
+
+  return new Date(latestActivityDate.getTime() + days * MS_PER_DAY).toISOString()
+}
+
+function normalizeTimestamp(value: unknown): string | null {
+  const date = parseDate(value)
+  return date ? date.toISOString() : null
+}
+
+function parseDate(value: unknown): Date | null {
+  if (value instanceof Date) return Number.isNaN(value.getTime()) ? null : value
+  if (typeof value !== 'string') return null
+
+  const date = new Date(value)
+  return Number.isNaN(date.getTime()) ? null : date
+}