@elevasis/core 0.28.0 → 0.30.0

package/src/execution/engine/index.ts

@@ -326,10 +326,12 @@ export {
   type TransitionDealParams,
   type LoadDealParams,
   // List-oriented lead gen params (Step 3 of list-oriented migration)
-  type UpdateListConfigParams,
-  type UpdateCompanyStageParams,
-  type UpdateContactStageParams,
-  type ListPendingCompanyIdsParams,
+  type UpdateListConfigParams,
+  type UpdateCompanyStageParams,
+  type UpdateContactStageParams,
+  type ClearCompanyStagesParams,
+  type ClearContactStagesParams,
+  type ListPendingCompanyIdsParams,
   type ListPendingContactIdsParams,
   type AddCompaniesToListParams,
   type AddCompaniesToListResult,

package/src/execution/engine/tools/lead-service-types.ts

@@ -529,23 +529,39 @@ export interface UpdateListConfigParams {
   pipelineConfig?: PipelineConfig
 }
 
-export interface UpdateCompanyStageParams {
-  organizationId: string
-  listId: string
-  companyId: string
-  stage: string
-  status?: ProcessingStageStatus
-  executionId?: string
-}
-
-export interface UpdateContactStageParams {
-  organizationId: string
-  listId: string
-  contactId: string
-  stage: string
-  status?: ProcessingStageStatus
-  executionId?: string
-}
+export interface UpdateCompanyStageParams {
+  organizationId: string
+  listId: string
+  companyId: string
+  stage: string
+  status?: ProcessingStageStatus
+  data?: unknown
+  executionId?: string
+}
+
+export interface UpdateContactStageParams {
+  organizationId: string
+  listId: string
+  contactId: string
+  stage: string
+  status?: ProcessingStageStatus
+  data?: unknown
+  executionId?: string
+}
+
+export interface ClearCompanyStagesParams {
+  organizationId: string
+  listId: string
+  companyId: string
+  stages: string[]
+}
+
+export interface ClearContactStagesParams {
+  organizationId: string
+  listId: string
+  contactId: string
+  stages: string[]
+}
 
 export interface ListPendingCompanyIdsParams {
   organizationId: string
@@ -589,14 +605,15 @@ export interface RecordListExecutionParams {
   configSnapshot?: Record<string, unknown>
 }
 
-export interface ListExecutionSummary {
-  executionId: string
-  resourceId: string
-  status: string
-  createdAt: string
-  completedAt: string | null
-  durationMs: number | null
-}
+export interface ListExecutionSummary {
+  executionId: string
+  resourceId: string
+  status: string
+  createdAt: string
+  completedAt: string | null
+  durationMs: number | null
+  input?: unknown
+}
 
 // Bulk import (contacts)
 export interface BulkImportParams {
@@ -712,15 +729,27 @@ export interface ILeadService {
    */
   getListProgress(listId: string, organizationId: string): Promise<ListProgress | null>
 
-  /**
-   * Advance a company row within a list's explicit stage journey.
-   */
-  updateCompanyStage(params: UpdateCompanyStageParams): Promise<void>
-
-  /**
-   * Advance a contact row within a list's explicit stage journey.
-   */
-  updateContactStage(params: UpdateContactStageParams): Promise<void>
+  /**
+   * Advance a company row within a list's explicit stage journey.
+   */
+  updateCompanyStage(params: UpdateCompanyStageParams): Promise<void>
+
+  /**
+   * Advance a contact row within a list's explicit stage journey.
+   */
+  updateContactStage(params: UpdateContactStageParams): Promise<void>
+
+  /**
+   * Clear company stage entries by deleting keys from processing_state.
+   * Missing stage keys represent "not attempted"; never persist null markers.
+   */
+  clearCompanyStages(params: ClearCompanyStagesParams): Promise<void>
+
+  /**
+   * Clear contact stage entries by deleting keys from processing_state.
+   * Missing stage keys represent "not attempted"; never persist null markers.
+   */
+  clearContactStages(params: ClearContactStagesParams): Promise<void>
 
   /**
    * Return the company_ids in acq_list_companies for the given list where

package/src/execution/engine/tools/platform/acquisition/types.ts

@@ -1,6 +1,5 @@
-import { z } from 'zod'
-import { isProspectingBuildTemplateId } from '../../../../../business/acquisition/build-templates'
-import {
+import { z } from 'zod'
+import {
   CompanyProcessingStateSchema,
   ContactProcessingStateSchema
 } from '../../../../../business/acquisition/api-schemas'
@@ -10,11 +9,11 @@ import { EmailSchema } from '../../../../../platform/utils/validation'
 // LIST SCHEMAS
 // ============================================
 
-export const CreateListInputSchema = z.object({
-  name: z.string().min(1),
-  description: z.string().optional(),
-  buildTemplateId: z.string().refine(isProspectingBuildTemplateId).optional()
-})
+export const CreateListInputSchema = z.object({
+  name: z.string().min(1),
+  description: z.string().optional(),
+  buildTemplateId: z.string().trim().min(1).max(100).optional()
+})
 
 export const UpdateListInputSchema = z.object({
   id: z.string().uuid(),

package/src/execution/engine/tools/registry.ts

@@ -587,10 +587,12 @@ export {
   type GetDealByIdParams,
   type GetContactByIdParams,
   type GetCompanyByIdParams,
-  type UpdateListConfigParams,
-  type UpdateCompanyStageParams,
-  type UpdateContactStageParams,
-  type ListPendingCompanyIdsParams,
+  type UpdateListConfigParams,
+  type UpdateCompanyStageParams,
+  type UpdateContactStageParams,
+  type ClearCompanyStagesParams,
+  type ClearContactStagesParams,
+  type ListPendingCompanyIdsParams,
   type ListPendingContactIdsParams,
   type AddCompaniesToListParams,
   type AddCompaniesToListResult,

package/src/execution/engine/tools/tool-maps.ts

@@ -258,6 +258,8 @@ import type {
   RecordListExecutionParams,
   UpdateCompanyStageParams,
   UpdateContactStageParams,
+  ClearCompanyStagesParams,
+  ClearContactStagesParams,
   ListPendingCompanyIdsParams,
   ListPendingContactIdsParams,
   UpsertSocialPostParams,
@@ -589,6 +591,14 @@ export type LeadToolMap = {
     params: Omit<UpdateContactStageParams, 'organizationId'>
     result: void
   }
+  clearCompanyStages: {
+    params: Omit<ClearCompanyStagesParams, 'organizationId'>
+    result: void
+  }
+  clearContactStages: {
+    params: Omit<ClearContactStagesParams, 'organizationId'>
+    result: void
+  }
   // Company operations
   createCompany: { params: Omit<CreateCompanyParams, 'organizationId'>; result: AcqCompany }
   upsertCompany: { params: Omit<UpsertCompanyParams, 'organizationId'>; result: AcqCompany }
@@ -713,7 +723,11 @@ export type LeadToolMap = {
 export type ListToolMap = {
   getConfig: {
     params: { listId: string }
-    result: { scrapingConfig: ScrapingConfig; icp: IcpRubric; pipelineConfig: PipelineConfig }
+    result: {
+      scrapingConfig: ScrapingConfig
+      icp: IcpRubric
+      pipelineConfig: PipelineConfig & { dataMode: 'mock' | 'live' }
+    }
   }
   recordExecution: {
     params: Omit<RecordListExecutionParams, 'organizationId'>
@@ -727,6 +741,14 @@ export type ListToolMap = {
     params: Omit<UpdateContactStageParams, 'organizationId'>
     result: void
   }
+  clearCompanyStages: {
+    params: Omit<ClearCompanyStagesParams, 'organizationId'>
+    result: void
+  }
+  clearContactStages: {
+    params: Omit<ClearContactStagesParams, 'organizationId'>
+    result: void
+  }
   listPendingCompanyIds: {
     params: Omit<ListPendingCompanyIdsParams, 'organizationId'>
     result: string[]

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

@@ -62,344 +62,19 @@ export const ProspectingBuildTemplateSchema = DisplayMetadataSchema.extend({
 })
 
 export type ListBuilderStep = z.infer<typeof ProspectingBuildTemplateStepSchema>
+export type ProspectingBuildTemplate = z.infer<typeof ProspectingBuildTemplateSchema>
 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`.
+ * Tenant-specific lead-gen action lists belong in tenant Organization Models.
  */
 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.

package/src/organization-model/migration-helpers.ts

@@ -127,20 +127,24 @@ export function getAllBuildTemplates(model: OrganizationModel): BuildTemplate[]
         const steps = stepCatalog === undefined ? [] : entriesOf(stepCatalog)
 
         return {
-          id: templateId,
-          label: stringValue(templateEntry.label) ?? templateId,
-          ...(stringValue(templateEntry.description) ? { description: stringValue(templateEntry.description) } : {}),
-          ...(stringValue(templateEntry.color) ? { color: stringValue(templateEntry.color) } : {}),
-          steps: steps.map(([stepId, step]) => ({
-            id: stepId,
-            label: stringValue(step.label) ?? stepId,
-            ...(stringValue(step.description) ? { description: stringValue(step.description) } : {}),
-            ...step
-          })) as BuildTemplate['steps']
-        } satisfies BuildTemplate
+          order: numberValue(templateEntry.order, Number.MAX_SAFE_INTEGER),
+          template: {
+            id: templateId,
+            label: stringValue(templateEntry.label) ?? templateId,
+            ...(stringValue(templateEntry.description) ? { description: stringValue(templateEntry.description) } : {}),
+            ...(stringValue(templateEntry.color) ? { color: stringValue(templateEntry.color) } : {}),
+            steps: steps.map(([stepId, step]) => ({
+              id: stepId,
+              label: stringValue(step.label) ?? stepId,
+              ...(stringValue(step.description) ? { description: stringValue(step.description) } : {}),
+              ...step
+            })) as BuildTemplate['steps']
+          } satisfies BuildTemplate
+        }
       })
     )
-    .sort((a, b) => a.id.localeCompare(b.id))
+    .sort((a, b) => a.order - b.order || a.template.id.localeCompare(b.template.id))
+    .map(({ template }) => template)
 }
 
 export function getAllProspectingStages(model: OrganizationModel, kind: 'company' | 'contact'): ProspectingStage[] {