@elevasis/sdk 1.12.0 → 1.13.1

package/dist/test-utils/index.d.ts

@@ -889,6 +889,53 @@ type Database = {
     };
     public: {
         Tables: {
+            acq_artifacts: {
+                Row: {
+                    content: Json;
+                    created_at: string;
+                    created_by: string | null;
+                    id: string;
+                    kind: string;
+                    organization_id: string;
+                    owner_id: string;
+                    owner_kind: string;
+                    source_execution_id: string | null;
+                    version: number;
+                };
+                Insert: {
+                    content: Json;
+                    created_at?: string;
+                    created_by?: string | null;
+                    id?: string;
+                    kind: string;
+                    organization_id: string;
+                    owner_id: string;
+                    owner_kind: string;
+                    source_execution_id?: string | null;
+                    version?: number;
+                };
+                Update: {
+                    content?: Json;
+                    created_at?: string;
+                    created_by?: string | null;
+                    id?: string;
+                    kind?: string;
+                    organization_id?: string;
+                    owner_id?: string;
+                    owner_kind?: string;
+                    source_execution_id?: string | null;
+                    version?: number;
+                };
+                Relationships: [
+                    {
+                        foreignKeyName: "acq_artifacts_organization_id_fkey";
+                        columns: ["organization_id"];
+                        isOneToOne: false;
+                        referencedRelation: "organizations";
+                        referencedColumns: ["id"];
+                    }
+                ];
+            };
             acq_companies: {
                 Row: {
                     batch_id: string | null;
@@ -907,6 +954,9 @@ type Database = {
                     num_employees: number | null;
                     organization_id: string;
                     pipeline_status: Json;
+                    qualification_rubric_key: string | null;
+                    qualification_score: number | null;
+                    qualification_signals: Json | null;
                     segment: string | null;
                     source: string | null;
                     status: string;
@@ -930,6 +980,9 @@ type Database = {
                     num_employees?: number | null;
                     organization_id: string;
                     pipeline_status?: Json;
+                    qualification_rubric_key?: string | null;
+                    qualification_score?: number | null;
+                    qualification_signals?: Json | null;
                     segment?: string | null;
                     source?: string | null;
                     status?: string;
@@ -953,6 +1006,9 @@ type Database = {
                     num_employees?: number | null;
                     organization_id?: string;
                     pipeline_status?: Json;
+                    qualification_rubric_key?: string | null;
+                    qualification_score?: number | null;
+                    qualification_signals?: Json | null;
                     segment?: string | null;
                     source?: string | null;
                     status?: string;
@@ -989,6 +1045,9 @@ type Database = {
                     opening_line: string | null;
                     organization_id: string;
                     pipeline_status: Json;
+                    qualification_rubric_key: string | null;
+                    qualification_score: number | null;
+                    qualification_signals: Json | null;
                     source: string | null;
                     source_id: string | null;
                     status: string;
@@ -1014,6 +1073,9 @@ type Database = {
                     opening_line?: string | null;
                     organization_id: string;
                     pipeline_status?: Json;
+                    qualification_rubric_key?: string | null;
+                    qualification_score?: number | null;
+                    qualification_signals?: Json | null;
                     source?: string | null;
                     source_id?: string | null;
                     status?: string;
@@ -1039,6 +1101,9 @@ type Database = {
                     opening_line?: string | null;
                     organization_id?: string;
                     pipeline_status?: Json;
+                    qualification_rubric_key?: string | null;
+                    qualification_score?: number | null;
+                    qualification_signals?: Json | null;
                     source?: string | null;
                     source_id?: string | null;
                     status?: string;
@@ -1418,40 +1483,46 @@ type Database = {
             };
             acq_list_companies: {
                 Row: {
+                    activity_log: Json;
                     added_at: string;
                     added_by: string | null;
                     company_id: string;
                     id: string;
                     list_id: string;
+                    pipeline_key: string;
                     source_execution_id: string | null;
                     source_input_hash: string | null;
                     source_resource_id: string | null;
-                    stage: string | null;
-                    stage_updated_at: string | null;
+                    stage_key: string;
+                    state_key: string;
                 };
                 Insert: {
+                    activity_log?: Json;
                     added_at?: string;
                     added_by?: string | null;
                     company_id: string;
                     id?: string;
                     list_id: string;
+                    pipeline_key?: string;
                     source_execution_id?: string | null;
                     source_input_hash?: string | null;
                     source_resource_id?: string | null;
-                    stage?: string | null;
-                    stage_updated_at?: string | null;
+                    stage_key: string;
+                    state_key: string;
                 };
                 Update: {
+                    activity_log?: Json;
                     added_at?: string;
                     added_by?: string | null;
                     company_id?: string;
                     id?: string;
                     list_id?: string;
+                    pipeline_key?: string;
                     source_execution_id?: string | null;
                     source_input_hash?: string | null;
                     source_resource_id?: string | null;
-                    stage?: string | null;
-                    stage_updated_at?: string | null;
+                    stage_key?: string;
+                    state_key?: string;
                 };
                 Relationships: [
                     {
@@ -1518,40 +1589,46 @@ type Database = {
             };
             acq_list_members: {
                 Row: {
+                    activity_log: Json;
                     added_at: string;
                     added_by: string | null;
                     contact_id: string;
                     id: string;
                     list_id: string;
+                    pipeline_key: string;
                     source_execution_id: string | null;
                     source_input_hash: string | null;
                     source_resource_id: string | null;
-                    stage: string | null;
-                    stage_updated_at: string | null;
+                    stage_key: string;
+                    state_key: string;
                 };
                 Insert: {
+                    activity_log?: Json;
                     added_at?: string;
                     added_by?: string | null;
                     contact_id: string;
                     id?: string;
                     list_id: string;
+                    pipeline_key?: string;
                     source_execution_id?: string | null;
                     source_input_hash?: string | null;
                     source_resource_id?: string | null;
-                    stage?: string | null;
-                    stage_updated_at?: string | null;
+                    stage_key: string;
+                    state_key: string;
                 };
                 Update: {
+                    activity_log?: Json;
                     added_at?: string;
                     added_by?: string | null;
                     contact_id?: string;
                     id?: string;
                     list_id?: string;
+                    pipeline_key?: string;
                     source_execution_id?: string | null;
                     source_input_hash?: string | null;
                     source_resource_id?: string | null;
-                    stage?: string | null;
-                    stage_updated_at?: string | null;
+                    stage_key?: string;
+                    state_key?: string;
                 };
                 Relationships: [
                     {
@@ -1579,6 +1656,7 @@ type Database = {
             };
             acq_lists: {
                 Row: {
+                    activity_log: Json;
                     batch_ids: string[];
                     completed_at: string | null;
                     config: Json;
@@ -1590,10 +1668,13 @@ type Database = {
                     metadata: Json;
                     name: string;
                     organization_id: string;
-                    status: string;
+                    pipeline_key: string;
+                    stage_key: string;
+                    state_key: string;
                     type: string;
                 };
                 Insert: {
+                    activity_log?: Json;
                     batch_ids?: string[];
                     completed_at?: string | null;
                     config?: Json;
@@ -1605,10 +1686,13 @@ type Database = {
                     metadata?: Json;
                     name: string;
                     organization_id: string;
-                    status?: string;
+                    pipeline_key?: string;
+                    stage_key?: string;
+                    state_key?: string;
                     type?: string;
                 };
                 Update: {
+                    activity_log?: Json;
                     batch_ids?: string[];
                     completed_at?: string | null;
                     config?: Json;
@@ -1620,7 +1704,9 @@ type Database = {
                     metadata?: Json;
                     name?: string;
                     organization_id?: string;
-                    status?: string;
+                    pipeline_key?: string;
+                    stage_key?: string;
+                    state_key?: string;
                     type?: string;
                 };
                 Relationships: [
@@ -1901,6 +1987,62 @@ type Database = {
                     }
                 ];
             };
+            acq_touchpoints: {
+                Row: {
+                    artifact_id: string | null;
+                    channel: string;
+                    contact_id: string | null;
+                    created_at: string;
+                    direction: string;
+                    id: string;
+                    kind: string;
+                    list_id: string | null;
+                    list_member_id: string | null;
+                    occurred_at: string;
+                    organization_id: string;
+                    payload: Json | null;
+                    source_execution_id: string | null;
+                };
+                Insert: {
+                    artifact_id?: string | null;
+                    channel: string;
+                    contact_id?: string | null;
+                    created_at?: string;
+                    direction: string;
+                    id?: string;
+                    kind: string;
+                    list_id?: string | null;
+                    list_member_id?: string | null;
+                    occurred_at: string;
+                    organization_id: string;
+                    payload?: Json | null;
+                    source_execution_id?: string | null;
+                };
+                Update: {
+                    artifact_id?: string | null;
+                    channel?: string;
+                    contact_id?: string | null;
+                    created_at?: string;
+                    direction?: string;
+                    id?: string;
+                    kind?: string;
+                    list_id?: string | null;
+                    list_member_id?: string | null;
+                    occurred_at?: string;
+                    organization_id?: string;
+                    payload?: Json | null;
+                    source_execution_id?: string | null;
+                };
+                Relationships: [
+                    {
+                        foreignKeyName: "acq_touchpoints_organization_id_fkey";
+                        columns: ["organization_id"];
+                        isOneToOne: false;
+                        referencedRelation: "organizations";
+                        referencedColumns: ["id"];
+                    }
+                ];
+            };
             activities: {
                 Row: {
                     activity_type: string;
@@ -3809,6 +3951,10 @@ interface ContactEnrichmentData {
 /**
  * Acquisition list for organizing contacts and companies.
  * Transformed from AcqListRow with camelCase properties.
+ *
+ * Track B: acq_lists adopts the Stateful trait (pipeline_key / stage_key / state_key / activity_log).
+ * `status` is preserved as a convenience alias for `state_key` so existing consumers continue to
+ * compile until they are migrated to read the trait fields directly.
  */
 interface AcqList {
     id: string;
@@ -3818,7 +3964,14 @@ interface AcqList {
     type: string;
     batchIds: string[];
     instantlyCampaignId: string | null;
+    /** @deprecated Use state_key. Retained as alias mapped from state_key for backward-compatibility. */
     status: string;
+    /** Stateful trait: pipeline identifier (always 'lead-gen' for acq_lists). Added by W2 migration. */
+    pipelineKey: string;
+    /** Stateful trait: stage within the pipeline (always 'lifecycle' for acq_lists). Added by W2 migration. */
+    stageKey: string;
+    /** Stateful trait: lifecycle state (draft | enriching | launched | closing | archived). Added by W2 migration. */
+    stateKey: string;
     metadata: Record<string, unknown>;
     launchedAt: Date | null;
     completedAt: Date | null;
@@ -3850,6 +4003,12 @@ interface AcqCompany {
     batchId: string | null;
     status: 'active' | 'invalid';
     verticalResearch: string | null;
+    /** Track A: flat qualification score (null until a scoring rubric is defined). Added by W1 migration. */
+    qualificationScore: number | null;
+    /** Track A: flat qualification signals jsonb preserving the result payload shape. Added by W1 migration. */
+    qualificationSignals: Record<string, unknown> | null;
+    /** Track A: key identifying the rubric used for qualification. Added by W1 migration. */
+    qualificationRubricKey: string | null;
     createdAt: Date;
     updatedAt: Date;
 }
@@ -3971,6 +4130,11 @@ interface ListConfig {
         excludeFranchises: boolean;
         /** Free-form LLM rules layered on top of the structured criteria. */
         customRules: string;
+        /**
+         * Free-form text key identifying the ICP qualification rubric applied to this list.
+         * Decision C4: stays as free-form text until an Org OS rubric registry lands.
+         */
+        qualificationRubricKey?: string | null;
     };
     enrichment?: {
         emailDiscovery?: {
@@ -4057,6 +4221,12 @@ interface UpdateCompanyParams {
     batchId?: string;
     status?: 'active' | 'invalid';
     verticalResearch?: string | null;
+    /** Track A: flat qualification score column (null until a scoring rubric is defined) */
+    qualificationScore?: number | null;
+    /** Track A: flat qualification signals jsonb — mirrors the former pipeline_status.qualification shape */
+    qualificationSignals?: Record<string, unknown> | null;
+    /** Track A: key identifying the rubric used for qualification */
+    qualificationRubricKey?: string | null;
 }
 type UpsertCompanyParams = CreateCompanyParams;
 interface CompanyFilters {
@@ -4511,6 +4681,24 @@ interface ProjectDetail extends ProjectRow {
     } | null;
 }
 
+/**
+ * Canonical vocabulary for `acq_touchpoints.kind`.
+ * DB CHECK constraint was dropped (Decision #9); validation lives here.
+ * Subtype/intent detail (e.g. triggered_by_action, subtype) goes in the touchpoint `payload` JSONB.
+ */
+
+declare const TouchpointKindSchema: z.ZodEnum<{
+    initial: "initial";
+    followup: "followup";
+    reply: "reply";
+    nudge: "nudge";
+    reminder: "reminder";
+    breakup: "breakup";
+    bounce: "bounce";
+    auto_reply: "auto_reply";
+}>;
+type TouchpointKind = z.infer<typeof TouchpointKindSchema>;
+
 declare const DealSchemas: {
     DealIdParams: z.ZodObject<{
         dealId: z.ZodString;
@@ -4567,6 +4755,13 @@ declare const DealSchemas: {
         reason: z.ZodOptional<z.ZodString>;
         expectedUpdatedAt: z.ZodOptional<z.ZodString>;
     }, z.core.$strict>;
+    ExecuteActionParams: z.ZodObject<{
+        dealId: z.ZodString;
+        actionKey: z.ZodString;
+    }, z.core.$strict>;
+    ExecuteActionRequest: z.ZodObject<{
+        payload: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodUnknown>>;
+    }, z.core.$strict>;
     DealListResponse: z.ZodObject<{
         data: z.ZodArray<z.ZodObject<{
             id: z.ZodString;
@@ -4629,6 +4824,7 @@ declare const DealSchemas: {
         stageSummary: z.ZodArray<z.ZodObject<{
             stage: z.ZodString;
             count: z.ZodNumber;
+            totalValue: z.ZodNumber;
             oldestUpdatedAt: z.ZodNullable<z.ZodString>;
             newestUpdatedAt: z.ZodNullable<z.ZodString>;
         }, z.core.$strip>>;
@@ -7532,6 +7728,70 @@ type LeadToolMap = {
         };
         result: UpsertSocialPostsResult;
     };
+    recordTouchpoint: {
+        params: {
+            contactId?: string;
+            listMemberId?: string;
+            listId?: string;
+            direction: 'inbound' | 'outbound';
+            channel: string;
+            kind: TouchpointKind;
+            payload?: Record<string, unknown>;
+            artifactId?: string;
+            sourceExecutionId?: string;
+            occurredAt?: string;
+        };
+        result: {
+            id: string;
+        };
+    };
+    setDealStateKey: {
+        params: {
+            dealId: string;
+            stateKey: string;
+        };
+        result: {
+            ok: true;
+        };
+    };
+    transitionDeal: {
+        params: {
+            dealId: string;
+            toStage: string;
+            toState?: string;
+        };
+        result: {
+            deal: AcqDeal;
+        };
+    };
+    loadDeal: {
+        params: {
+            dealId: string;
+        };
+        result: DealDetail | null;
+    };
+    listDealTouchpoints: {
+        params: {
+            dealId: string;
+            kind?: string;
+            limit?: number;
+        };
+        result: Array<{
+            id: string;
+            organization_id: string;
+            contact_id: string | null;
+            list_id: string | null;
+            list_member_id: string | null;
+            direction: string;
+            channel: string;
+            kind: string;
+            payload: Record<string, unknown> | null;
+            artifact_id: string | null;
+            source_execution_id: string | null;
+            occurred_at: string;
+            created_at: string;
+        }>;
+    };
 };
 type ListToolMap = {
     getConfig: {

package/dist/test-utils/index.js

@@ -6494,7 +6494,11 @@ var RETRYABLE_CODES = /* @__PURE__ */ new Set([
   "timeout_error",
   "api_error",
   "service_unavailable",
-  "server_unavailable"
+  "server_unavailable",
+  // Leaked JS runtime errors from the parent dispatcher (TypeError / ReferenceError).
+  // The dispatcher self-heals what it can; remaining instances are likely transient
+  // (half-initialized state, race conditions) and should retry rather than poison the worker.
+  "platform_internal"
 ]);
 var PlatformToolError = class extends Error {
   constructor(message, code, retryable) {
@@ -6754,6 +6758,11 @@ createAdapter("acqDb", [
   "clearDealFields",
   "deleteDeal",
   "recordDealActivity",
+  "recordTouchpoint",
+  "setDealStateKey",
+  "transitionDeal",
+  "loadDeal",
+  "listDealTouchpoints",
   // Deal note operations
   "createDealNote",
   "listDealNotes",

package/dist/worker/index.js

@@ -4586,7 +4586,11 @@ var RETRYABLE_CODES = /* @__PURE__ */ new Set([
   "timeout_error",
   "api_error",
   "service_unavailable",
-  "server_unavailable"
+  "server_unavailable",
+  // Leaked JS runtime errors from the parent dispatcher (TypeError / ReferenceError).
+  // The dispatcher self-heals what it can; remaining instances are likely transient
+  // (half-initialized state, race conditions) and should retry rather than poison the worker.
+  "platform_internal"
 ]);
 var PlatformToolError = class extends Error {
   constructor(message, code, retryable) {
@@ -5000,6 +5004,11 @@ var acqDb = createAdapter("acqDb", [
   "clearDealFields",
   "deleteDeal",
   "recordDealActivity",
+  "recordTouchpoint",
+  "setDealStateKey",
+  "transitionDeal",
+  "loadDeal",
+  "listDealTouchpoints",
   // Deal note operations
   "createDealNote",
   "listDealNotes",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elevasis/sdk",
-  "version": "1.12.0",
+  "version": "1.13.1",
   "description": "SDK for building Elevasis organization resources",
   "type": "module",
   "bin": {

package/reference/claude-config/rules/agent-start-here.md

@@ -89,11 +89,14 @@ Load first:
 
 - `node_modules/@elevasis/sdk/reference/scaffold/index.mdx` (scaffold index -- UI recipes, feature flags, customization)
 - `.claude/rules/ui.md`
-- `ui/src/routes/README.md`
+- `ui/src/routes/README.md`
 - `core/config/README.md`
-- `node_modules/@elevasis/sdk/reference/scaffold/ui/recipes.md` -- specifically recipe 6 when building a "run this resource" surface
-
-Then inspect:
+- `node_modules/@elevasis/sdk/reference/scaffold/ui/recipes.md` -- specifically recipe 6 when building a "run this resource" surface
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-crm.md` -- when building or extending CRM pages, sidebars, hooks, workflows, or deal data surfaces
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md` -- when building or extending lead-gen pages, sidebars, hooks, workflows, list/member state, artifacts, or touchpoint surfaces
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/customize-crm-actions.md` -- when changing CRM deal action buttons or adding a workflow-backed deal action
+
+Then inspect:
 
 - `ui/src/routes/__root.tsx`
 - `ui/src/config/*`
@@ -137,9 +140,12 @@ Load first:
 
 - `node_modules/@elevasis/sdk/reference/scaffold/index.mdx` (scaffold index -- contracts, gating patterns, glossary)
 - `core/config/README.md`
-- `node_modules/@elevasis/sdk/reference/scaffold/reference/contracts.md`
-- typed feature/surface constants from `@elevasis/core/organization-model` -- `CRM_FEATURE_ID`, `LEAD_GEN_FEATURE_ID`, `PROJECTS_FEATURE_ID`, `OPERATIONS_FEATURE_ID`, `MONITORING_FEATURE_ID`, `SETTINGS_FEATURE_ID`, `SEO_FEATURE_ID`, `CRM_PIPELINE_SURFACE_ID`, `LEAD_GEN_LISTS_SURFACE_ID`, `PROJECTS_INDEX_SURFACE_ID`, `OPERATIONS_ORGANIZATION_GRAPH_SURFACE_ID`. Use these typed constants instead of magic strings when overriding feature/surface IDs.
-- `node_modules/@elevasis/sdk/reference/scaffold/ui/feature-flags-and-gating.md`
+- `node_modules/@elevasis/sdk/reference/scaffold/reference/contracts.md`
+- typed feature/surface constants from `@elevasis/core/organization-model` -- `CRM_FEATURE_ID`, `LEAD_GEN_FEATURE_ID`, `PROJECTS_FEATURE_ID`, `OPERATIONS_FEATURE_ID`, `MONITORING_FEATURE_ID`, `SETTINGS_FEATURE_ID`, `SEO_FEATURE_ID`, `CRM_PIPELINE_SURFACE_ID`, `LEAD_GEN_LISTS_SURFACE_ID`, `PROJECTS_INDEX_SURFACE_ID`, `OPERATIONS_ORGANIZATION_GRAPH_SURFACE_ID`. Use these typed constants instead of magic strings when overriding feature/surface IDs.
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-crm.md` -- CRM is an Organization OS + UI + hooks + workflow-adapter surface; read this before extending CRM structure.
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md` -- lead gen is an Organization OS + UI + hooks + workflow-adapter surface; read this before extending lead-gen lists, members, artifacts, touchpoints, or state transitions.
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/customize-crm-actions.md` -- CRM action buttons are not `sales.actions` org-model config in v1; use the recipe's provider/custom-button path.
+- `node_modules/@elevasis/sdk/reference/scaffold/ui/feature-flags-and-gating.md`
 
 Then inspect:
 

package/reference/claude-config/rules/organization-os.md

@@ -49,10 +49,11 @@ All paths under `node_modules/@elevasis/sdk/reference/scaffold/`:
 - `node_modules/@elevasis/sdk/reference/scaffold/ui/recipes.md` -- copy-paste UI recipes for pages, nav items, components
 - `node_modules/@elevasis/sdk/reference/scaffold/ui/feature-flags-and-gating.md` -- three-concept gating model
 - `node_modules/@elevasis/sdk/reference/scaffold/ui/customization.md` -- sidebar composition via manifest overrides
-- `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-feature.md` -- end-to-end from org model key through manifest, routes, gating
-- `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-resource.md` -- author and deploy a workflow or agent
-- `node_modules/@elevasis/sdk/reference/scaffold/recipes/gate-by-feature-or-admin.md` -- decision table for access control patterns
-- `node_modules/@elevasis/sdk/reference/scaffold/operations/workflow-recipes.md` -- workflow anatomy, adapter patterns, trigger patterns
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-feature.md` -- end-to-end from org model key through manifest, routes, gating
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-resource.md` -- author and deploy a workflow or agent
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/gate-by-feature-or-admin.md` -- decision table for access control patterns
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md` -- build or extend lead-gen pages, sidebars, hooks, list/member state, artifacts, touchpoints, workflow adapters, and prospecting semantics
+- `node_modules/@elevasis/sdk/reference/scaffold/operations/workflow-recipes.md` -- workflow anatomy, adapter patterns, trigger patterns
 - `node_modules/@elevasis/sdk/reference/scaffold/operations/propagation-pipeline.md` -- how sync and verification work across projects
 - `node_modules/@elevasis/sdk/reference/scaffold/operations/scaffold-maintenance.md` -- content placement and auto-generation pipeline
 - `node_modules/@elevasis/sdk/reference/scaffold/reference/glossary.md` -- Organization OS term definitions
@@ -76,8 +77,11 @@ All paths under `node_modules/@elevasis/sdk/reference/scaffold/`:
 
 ## When Working with Organization OS
 
-- **Changing org model (structural reality):** Use `/configure` as the entry point. Direct edits to `foundations/config/organization-model.ts` are discouraged -- `/configure` runs the read → propose → confirm → write → validate ceremony. Run `/configure` for the full layered flow or `/configure \<domain>` for a targeted domain.
-- **Adding a feature:** Follow `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-feature.md`. For toggling an existing feature, use `/configure features`.
+- **Changing org model (structural reality):** Use `/configure` as the entry point. Direct edits to `foundations/config/organization-model.ts` are discouraged -- `/configure` runs the read → propose → confirm → write → validate ceremony. Run `/configure` for the full layered flow or `/configure \<domain>` for a targeted domain.
+- **Building or extending CRM:** Start with `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-crm.md`. CRM spans Organization OS sales semantics, shared UI primitives, deal hooks, workflow adapters, and generated contracts.
+- **Building or extending lead gen:** Start with `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md`. Lead gen spans Organization OS prospecting semantics, shared UI primitives, list/member hooks, artifact and touchpoint hooks, workflow adapters, and generated contracts.
+- **Customizing CRM deal actions:** Follow `node_modules/@elevasis/sdk/reference/scaffold/recipes/customize-crm-actions.md`. Do not add `sales.actions` to the org model; the v1 server-side override surface is intentionally deferred.
+- **Adding a feature:** Follow `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-feature.md`. For toggling an existing feature, use `/configure features`.
 - **Adding a resource:** Follow `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-resource.md`.
 - **Extending entities:** Start with `foundations/types/entities.ts` for the demo extension pattern. Base shapes come from `@elevasis/core/entities`.
 - **Authoring a workflow that takes a Project/Deal/etc.:** Reference entity types from `foundations/types/entities.ts` in the input schema -- do not redeclare them.

package/reference/claude-config/rules/platform.md

@@ -16,7 +16,7 @@ paths:
 ## Imports
 
 - `@elevasis/sdk` for types (`WorkflowDefinition`, `DeploymentSpec`)
-- `@elevasis/sdk/worker` for runtime utilities (`platform`, adapters: `llm`, `storage`, `scheduler`, `notifications`)
+- `@elevasis/sdk/worker` for runtime utilities (`platform`, adapters: `llm`, `storage`, `scheduler`, `notifications`, `acqDb`, `list`)
 - `@shared/*` resolves to `../shared/*` for shared type imports
 - Never import from `ui/src/` -- separate runtimes
 
@@ -38,4 +38,5 @@ paths:
 
 - `node_modules/@elevasis/sdk/reference/scaffold/operations/workflow-recipes.md` -- workflow anatomy, adapter patterns, trigger patterns
 - `node_modules/@elevasis/sdk/reference/scaffold/recipes/add-a-resource.md` -- end-to-end resource authoring guide
+- `node_modules/@elevasis/sdk/reference/scaffold/recipes/extend-lead-gen.md` -- lead-gen UI, hooks, list/member state, artifacts, touchpoints, and workflow adapter extension guide
 - SDK reference docs: `operations/node_modules/@elevasis/sdk/reference/` (concepts, framework, platform-tools, runtime, CLI)