@elevasis/sdk 1.15.0 → 1.15.1

package/reference/scaffold/reference/contracts.md

@@ -888,6 +888,26 @@ export interface AcqContact {
 export type DealStage = 'interested' | 'proposal' | 'closing' | 'closed_won' | 'closed_lost' | 'nurturing'
 ```
 
+### `DealPriorityBucketKey`
+
+```typescript
+export type DealPriorityBucketKey = 'needs_response' | 'follow_up_due' | 'waiting' | 'stale' | 'closed_low'
+```
+
+### `DealPriority`
+
+```typescript
+export interface DealPriority {
+  bucketKey: DealPriorityBucketKey
+  rank: number
+  label: string
+  color: string
+  reason: string
+  latestActivityAt: string | null
+  nextActionAt: string | null
+}
+```
+
 ### `KanbanStageConfig`
 
 ```typescript
@@ -944,8 +964,11 @@ export interface DealFilters {
 
 ```typescript
 /** Deal list item with joined contact and company data */
-export interface DealListItem extends AcqDealRow {
-  contact: DealContact | null
+export interface DealListItem extends AcqDealRow {
+  priority: DealPriority
+  ownership: 'us' | 'them' | null
+  nextAction: string | null
+  contact: DealContact | null
 }
 ```
 
@@ -986,6 +1009,66 @@ export interface AcqDealTask {
 }
 ```
 
+### `CrmPriorityBucketKey`
+
+```typescript
+export type CrmPriorityBucketKey = 'needs_response' | 'follow_up_due' | 'waiting' | 'stale' | 'closed_low'
+```
+
+### `CrmPriorityBucketDefinition`
+
+```typescript
+export interface CrmPriorityBucketDefinition {
+  bucketKey: CrmPriorityBucketKey
+  label: string
+  /** Lower ranks sort first in deal lists and pipeline columns. */
+  rank: number
+  /** UI color token. Consumers may map this to their design system. */
+  color: string
+}
+```
+
+### `CrmPriorityRuleConfig`
+
+```typescript
+export interface CrmPriorityRuleConfig {
+  buckets: CrmPriorityBucketDefinition[]
+  closedStageKeys: string[]
+  followUpAfterDaysByStateKey: Record<string, number>
+  staleAfterDays: number
+}
+```
+
+### `CRM_PRIORITY_BUCKETS`
+
+```typescript
+export const 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' }
+]
+```
+
+### `DEFAULT_CRM_PRIORITY_RULE_CONFIG`
+
+```typescript
+export const DEFAULT_CRM_PRIORITY_RULE_CONFIG: CrmPriorityRuleConfig = {
+  buckets: CRM_PRIORITY_BUCKETS,
+  closedStageKeys: ['closed_won', 'closed_lost'],
+  followUpAfterDaysByStateKey: {
+    discovery_link_sent: 3,
+    discovery_nudging: 2,
+    reply_sent: 3,
+    followup_1_sent: 3,
+    followup_2_sent: 5,
+    followup_3_sent: 7
+  },
+  staleAfterDays: 14
+}
+```
+
 ### `DealStageSchema`
 
 ```typescript
@@ -1001,178 +1084,195 @@ export const AcqDealTaskKindSchema = z.enum(['call', 'email', 'meeting', 'other'
 ### `DealIdParamsSchema`
 
 ```typescript
-export const DealIdParamsSchema = z.object({
-  dealId: UuidSchema
+export const DealIdParamsSchema = z.object({
+  dealId: UuidSchema
 })
 ```
 
 ### `DealTaskIdParamsSchema`
 
 ```typescript
-export const DealTaskIdParamsSchema = z.object({
-  dealId: UuidSchema,
-  taskId: UuidSchema
+export const DealTaskIdParamsSchema = z.object({
+  dealId: UuidSchema,
+  taskId: UuidSchema
 })
 ```
 
 ### `ListDealsQuerySchema`
 
 ```typescript
-export const ListDealsQuerySchema = z
-  .object({
-    stage: DealStageSchema.optional(),
-    search: z.string().optional(),
-    limit: z.coerce.number().int().positive().default(50),
-    offset: z.coerce.number().int().min(0).default(0)
-  })
+export const ListDealsQuerySchema = z
+  .object({
+    stage: DealStageSchema.optional(),
+    search: z.string().optional(),
+    limit: z.coerce.number().int().positive().default(50),
+    offset: z.coerce.number().int().min(0).default(0)
+  })
   .strict()
 ```
 
 ### `DealLookupQuerySchema`
 
 ```typescript
-export const DealLookupQuerySchema = z
-  .object({
-    search: z.string().trim().min(1).max(200).optional(),
-    limit: z.coerce.number().int().min(1).max(25).default(10)
-  })
+export const DealLookupQuerySchema = z
+  .object({
+    search: z.string().trim().min(1).max(200).optional(),
+    limit: z.coerce.number().int().min(1).max(25).default(10)
+  })
   .strict()
 ```
 
 ### `ListDealTasksDueQuerySchema`
 
 ```typescript
-export const ListDealTasksDueQuerySchema = z
-  .object({
-    window: z.enum(['overdue', 'today', 'today_and_overdue', 'upcoming']).optional(),
-    assigneeUserId: UuidSchema.optional()
-  })
+export const ListDealTasksDueQuerySchema = z
+  .object({
+    window: z.enum(['overdue', 'today', 'today_and_overdue', 'upcoming']).optional(),
+    assigneeUserId: UuidSchema.optional()
+  })
   .strict()
 ```
 
 ### `CreateDealNoteRequestSchema`
 
 ```typescript
-export const CreateDealNoteRequestSchema = z
-  .object({
-    body: z.string().trim().min(1).max(10000)
-  })
+export const CreateDealNoteRequestSchema = z
+  .object({
+    body: z.string().trim().min(1).max(10000)
+  })
   .strict()
 ```
 
 ### `CreateDealTaskRequestSchema`
 
 ```typescript
-export const CreateDealTaskRequestSchema = z
-  .object({
-    title: z.string().trim().min(1).max(255),
-    description: z.string().nullable().optional(),
-    kind: AcqDealTaskKindSchema.optional(),
-    dueAt: z.string().datetime().nullable().optional(),
-    assigneeUserId: UuidSchema.nullable().optional()
-  })
+export const CreateDealTaskRequestSchema = z
+  .object({
+    title: z.string().trim().min(1).max(255),
+    description: z.string().nullable().optional(),
+    kind: AcqDealTaskKindSchema.optional(),
+    dueAt: z.string().datetime().nullable().optional(),
+    assigneeUserId: UuidSchema.nullable().optional()
+  })
   .strict()
 ```
 
 ### `TransitionItemRequestSchema`
 
 ```typescript
-export const TransitionItemRequestSchema = z
-  .object({
-    pipelineKey: z.string().min(1),
-    stageKey: z.string().min(1),
-    stateKey: z.string().nullable().optional(),
-    reason: z.string().optional(),
-    expectedUpdatedAt: z.string().datetime().optional()
-  })
+export const TransitionItemRequestSchema = z
+  .object({
+    pipelineKey: z.string().min(1),
+    stageKey: z.string().min(1),
+    stateKey: z.string().nullable().optional(),
+    reason: z.string().optional(),
+    expectedUpdatedAt: z.string().datetime().optional()
+  })
   .strict()
 ```
 
 ### `ExecuteActionParamsSchema`
 
 ```typescript
-export const ExecuteActionParamsSchema = z
-  .object({
-    dealId: UuidSchema,
-    actionKey: NonEmptyStringSchema
-  })
+export const ExecuteActionParamsSchema = z
+  .object({
+    dealId: UuidSchema,
+    actionKey: NonEmptyStringSchema
+  })
   .strict()
 ```
 
 ### `ExecuteActionRequestSchema`
 
 ```typescript
-export const ExecuteActionRequestSchema = z
-  .object({
-    payload: z.record(z.string(), z.unknown()).optional()
-  })
+export const ExecuteActionRequestSchema = z
+  .object({
+    payload: z.record(z.string(), z.unknown()).optional()
+  })
   .strict()
 ```
 
 ### `DealContactSummarySchema`
 
 ```typescript
-/**
- * Contact summary nested inside DealListItem / DealDetailResponse.
- * Matches the joined shape returned by useDeals / useDealDetail Supabase queries.
- */
-export const DealContactSummarySchema = z.object({
-  id: z.string(),
-  first_name: z.string().nullable(),
-  last_name: z.string().nullable(),
-  email: z.string(),
-  title: z.string().nullable(),
-  headline: z.string().nullable(),
-  linkedin_url: z.string().nullable(),
-  pipeline_status: z.record(z.string(), z.unknown()).nullable(),
-  enrichment_data: z.record(z.string(), z.unknown()).nullable(),
-  company: z
-    .object({
-      id: z.string(),
-      name: z.string(),
-      domain: z.string().nullable(),
-      website: z.string().nullable(),
-      linkedin_url: z.string().nullable(),
-      segment: z.string().nullable(),
-      category: z.string().nullable(),
-      num_employees: z.number().nullable()
-    })
-    .nullable()
+/**
+ * Contact summary nested inside DealListItem / DealDetailResponse.
+ * Matches the joined shape returned by useDeals / useDealDetail Supabase queries.
+ */
+export const DealContactSummarySchema = z.object({
+  id: z.string(),
+  first_name: z.string().nullable(),
+  last_name: z.string().nullable(),
+  email: z.string(),
+  title: z.string().nullable(),
+  headline: z.string().nullable(),
+  linkedin_url: z.string().nullable(),
+  pipeline_status: z.record(z.string(), z.unknown()).nullable(),
+  enrichment_data: z.record(z.string(), z.unknown()).nullable(),
+  company: z
+    .object({
+      id: z.string(),
+      name: z.string(),
+      domain: z.string().nullable(),
+      website: z.string().nullable(),
+      linkedin_url: z.string().nullable(),
+      segment: z.string().nullable(),
+      category: z.string().nullable(),
+      num_employees: z.number().nullable()
+    })
+    .nullable()
+})
+```
+
+### `DealPrioritySchema`
+
+```typescript
+export const DealPrioritySchema = z.object({
+  bucketKey: z.enum(['needs_response', 'follow_up_due', 'waiting', 'stale', 'closed_low']),
+  rank: z.number().int(),
+  label: z.string(),
+  color: z.string(),
+  reason: z.string(),
+  latestActivityAt: z.string().nullable(),
+  nextActionAt: z.string().nullable()
 })
 ```
 
 ### `DealListItemSchema`
 
 ```typescript
-/**
- * Deal list item with joined contact (and company via contact).
- * Matches DealListItem from @repo/core types.
- */
-export const DealListItemSchema = z.object({
-  // acq_deals columns
-  id: z.string(),
-  organization_id: z.string(),
-  contact_id: z.string().nullable(),
-  contact_email: z.string(),
-  pipeline_key: z.string(),
-  stage_key: z.string().nullable(),
-  state_key: z.string().nullable(),
-  activity_log: z.unknown(),
-  discovery_data: z.unknown().nullable(),
-  discovery_submitted_at: z.string().nullable(),
-  discovery_submitted_by: z.string().nullable(),
-  proposal_data: z.unknown().nullable(),
-  proposal_sent_at: z.string().nullable(),
-  proposal_pdf_url: z.string().nullable(),
-  signature_envelope_id: z.string().nullable(),
-  source_list_id: z.string().nullable(),
-  source_type: z.string().nullable(),
-  initial_fee: z.number().nullable(),
-  monthly_fee: z.number().nullable(),
-  closed_lost_at: z.string().nullable(),
-  closed_lost_reason: z.string().nullable(),
+/**
+ * Deal list item with joined contact (and company via contact).
+ * Matches DealListItem from @repo/core types.
+ */
+export const DealListItemSchema = z.object({
+  // acq_deals columns
+  id: z.string(),
+  organization_id: z.string(),
+  contact_id: z.string().nullable(),
+  contact_email: z.string(),
+  pipeline_key: z.string(),
+  stage_key: z.string().nullable(),
+  state_key: z.string().nullable(),
+  activity_log: z.unknown(),
+  discovery_data: z.unknown().nullable(),
+  discovery_submitted_at: z.string().nullable(),
+  discovery_submitted_by: z.string().nullable(),
+  proposal_data: z.unknown().nullable(),
+  proposal_sent_at: z.string().nullable(),
+  proposal_pdf_url: z.string().nullable(),
+  signature_envelope_id: z.string().nullable(),
+  source_list_id: z.string().nullable(),
+  source_type: z.string().nullable(),
+  initial_fee: z.number().nullable(),
+  monthly_fee: z.number().nullable(),
+  closed_lost_at: z.string().nullable(),
+  closed_lost_reason: z.string().nullable(),
   created_at: z.string(),
   updated_at: z.string(),
+  priority: DealPrioritySchema,
+  ownership: z.enum(['us', 'them']).nullable(),
+  nextAction: z.string().nullable(),
   // joined relation
   contact: DealContactSummarySchema.nullable()
 })
@@ -1181,38 +1281,40 @@ export const DealListItemSchema = z.object({
 ### `DealListResponseSchema`
 
 ```typescript
-export const DealListResponseSchema = z.object({
-  data: z.array(DealListItemSchema),
-  total: z.number().int(),
-  limit: z.number().int(),
-  offset: z.number().int()
+export const DealListResponseSchema = z.object({
+  data: z.array(DealListItemSchema),
+  total: z.number().int(),
+  limit: z.number().int(),
+  offset: z.number().int()
 })
 ```
 
 ### `DealDetailResponseSchema`
 
 ```typescript
-/**
- * Deal detail shape — currently the same as a list item (full joined record).
- * useDealDetail returns DealDetail which is typed as DealListItem.
- */
-export const DealDetailResponseSchema = DealListItemSchema
+/**
+ * Deal detail shape — currently the same as a list item (full joined record).
+ * Additive fields keep existing DealListItem callers compatible.
+ */
+export const DealDetailResponseSchema = DealListItemSchema.extend({
+  conversation: DealConversationSchema
+})
 ```
 
 ### `DealNoteResponseSchema`
 
 ```typescript
-/**
- * Single acq_deal_notes row (camelCase API representation).
- */
-export const DealNoteResponseSchema = z.object({
-  id: z.string(),
-  dealId: z.string(),
-  organizationId: z.string(),
-  authorUserId: z.string().nullable(),
-  body: z.string(),
-  createdAt: z.string(),
-  updatedAt: z.string()
+/**
+ * Single acq_deal_notes row (camelCase API representation).
+ */
+export const DealNoteResponseSchema = z.object({
+  id: z.string(),
+  dealId: z.string(),
+  organizationId: z.string(),
+  authorUserId: z.string().nullable(),
+  body: z.string(),
+  createdAt: z.string(),
+  updatedAt: z.string()
 })
 ```
 
@@ -1225,24 +1327,24 @@ export const DealNoteListResponseSchema = z.array(DealNoteResponseSchema)
 ### `DealTaskResponseSchema`
 
 ```typescript
-/**
- * Single acq_deal_tasks row (camelCase API representation).
- * Matches AcqDealTask domain type from types.ts.
- */
-export const DealTaskResponseSchema = z.object({
-  id: z.string(),
-  organizationId: z.string(),
-  dealId: z.string(),
-  title: z.string(),
-  description: z.string().nullable(),
-  kind: AcqDealTaskKindSchema,
-  dueAt: z.string().nullable(),
-  assigneeUserId: z.string().nullable(),
-  completedAt: z.string().nullable(),
-  completedByUserId: z.string().nullable(),
-  createdAt: z.string(),
-  updatedAt: z.string(),
-  createdByUserId: z.string().nullable()
+/**
+ * Single acq_deal_tasks row (camelCase API representation).
+ * Matches AcqDealTask domain type from types.ts.
+ */
+export const DealTaskResponseSchema = z.object({
+  id: z.string(),
+  organizationId: z.string(),
+  dealId: z.string(),
+  title: z.string(),
+  description: z.string().nullable(),
+  kind: AcqDealTaskKindSchema,
+  dueAt: z.string().nullable(),
+  assigneeUserId: z.string().nullable(),
+  completedAt: z.string().nullable(),
+  completedByUserId: z.string().nullable(),
+  createdAt: z.string(),
+  updatedAt: z.string(),
+  createdByUserId: z.string().nullable()
 })
 ```
 
@@ -1255,43 +1357,45 @@ export const DealTaskListResponseSchema = z.array(DealTaskResponseSchema)
 ### `DealSchemas`
 
 ```typescript
-export const DealSchemas = {
-  // Params
-  DealIdParams: DealIdParamsSchema,
-  DealTaskIdParams: DealTaskIdParamsSchema,
-
-  // Queries
-  ListDealsQuery: ListDealsQuerySchema,
-  DealLookupQuery: DealLookupQuerySchema,
-  ListDealTasksDueQuery: ListDealTasksDueQuerySchema,
-
-  // Request bodies
-  CreateDealNoteRequest: CreateDealNoteRequestSchema,
-  CreateDealTaskRequest: CreateDealTaskRequestSchema,
-  TransitionItemRequest: TransitionItemRequestSchema,
-  TransitionDealStateRequest: TransitionDealStateRequestSchema,
-  ExecuteActionParams: ExecuteActionParamsSchema,
-  ExecuteActionRequest: ExecuteActionRequestSchema,
-
-  // Responses
-  DealListResponse: DealListResponseSchema,
-  DealSummaryResponse: DealSummaryResponseSchema,
-  DealLookupResponse: DealLookupResponseSchema,
-  DealDetailResponse: DealDetailResponseSchema,
-  DealNoteResponse: DealNoteResponseSchema,
-  DealNoteListResponse: DealNoteListResponseSchema,
-  DealTaskResponse: DealTaskResponseSchema,
-  DealTaskListResponse: DealTaskListResponseSchema
+export const DealSchemas = {
+  // Params
+  DealIdParams: DealIdParamsSchema,
+  DealTaskIdParams: DealTaskIdParamsSchema,
+
+  // Queries
+  ListDealsQuery: ListDealsQuerySchema,
+  DealLookupQuery: DealLookupQuerySchema,
+  ListDealTasksDueQuery: ListDealTasksDueQuerySchema,
+
+  // Request bodies
+  CreateDealNoteRequest: CreateDealNoteRequestSchema,
+  CreateDealTaskRequest: CreateDealTaskRequestSchema,
+  TransitionItemRequest: TransitionItemRequestSchema,
+  TransitionDealStateRequest: TransitionDealStateRequestSchema,
+  ExecuteActionParams: ExecuteActionParamsSchema,
+  ExecuteActionRequest: ExecuteActionRequestSchema,
+
+  // Responses
+  DealPriority: DealPrioritySchema,
+  DealListResponse: DealListResponseSchema,
+  DealSummaryResponse: DealSummaryResponseSchema,
+  DealLookupResponse: DealLookupResponseSchema,
+  ConversationMessage: ConversationMessageSchema,
+  DealDetailResponse: DealDetailResponseSchema,
+  DealNoteResponse: DealNoteResponseSchema,
+  DealNoteListResponse: DealNoteListResponseSchema,
+  DealTaskResponse: DealTaskResponseSchema,
+  DealTaskListResponse: DealTaskListResponseSchema
 }
 ```
 
 ### `Action`
 
 ```typescript
-export interface Action {
-  key: string
-  label: string
-  payloadSchema?: z.ZodTypeAny
+export interface Action {
+  key: string
+  label: string
+  payloadSchema?: z.ZodTypeAny
 }
 ```
 
@@ -1310,83 +1414,84 @@ export interface ActionDef {
 ### `DEFAULT_CRM_ACTIONS`
 
 ```typescript
-export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
-  {
-    key: 'move_to_proposal',
-    label: 'Move to Proposal',
-    isAvailableFor: (deal) => deal.stage_key === 'interested',
-    workflowId: 'move_to_proposal-workflow'
-  },
-  {
-    key: 'move_to_closing',
-    label: 'Move to Closing',
-    isAvailableFor: (deal) => deal.stage_key === 'proposal',
-    workflowId: 'move_to_closing-workflow'
-  },
-  {
-    key: 'move_to_closed_won',
-    label: 'Close Won',
-    isAvailableFor: (deal) => deal.stage_key === 'closing',
-    workflowId: 'move_to_closed_won-workflow'
-  },
-  {
-    key: 'move_to_closed_lost',
-    label: 'Close Lost',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
-    workflowId: 'move_to_closed_lost-workflow'
-  },
-  {
-    key: 'move_to_nurturing',
-    label: 'Move to Nurturing',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
-    workflowId: 'move_to_nurturing-workflow'
-  },
-  {
+export const DEFAULT_CRM_ACTIONS: ActionDef[] = [
+  {
+    key: 'move_to_proposal',
+    label: 'Move to Proposal',
+    isAvailableFor: (deal) => deal.stage_key === 'interested',
+    workflowId: 'move_to_proposal-workflow'
+  },
+  {
+    key: 'move_to_closing',
+    label: 'Move to Closing',
+    isAvailableFor: (deal) => deal.stage_key === 'proposal',
+    workflowId: 'move_to_closing-workflow'
+  },
+  {
+    key: 'move_to_closed_won',
+    label: 'Close Won',
+    isAvailableFor: (deal) => deal.stage_key === 'closing',
+    workflowId: 'move_to_closed_won-workflow'
+  },
+  {
+    key: 'move_to_closed_lost',
+    label: 'Close Lost',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
+    workflowId: 'move_to_closed_lost-workflow'
+  },
+  {
+    key: 'move_to_nurturing',
+    label: 'Move to Nurturing',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' || deal.stage_key === 'proposal' || deal.stage_key === 'closing',
+    workflowId: 'move_to_nurturing-workflow'
+  },
+  {
     key: 'send_reply',
     label: '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),
-    workflowId: 'crm-send-reply-workflow',
-    payloadSchema: SendReplyActionPayloadSchema
-  },
-  {
-    key: 'send_link',
-    label: 'Send Booking Link',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_REPLIED_STATE.stateKey,
-    workflowId: 'crm-send-booking-link-workflow'
-  },
-  {
-    key: 'send_nudge',
-    label: '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),
-    workflowId: 'crm-send-nudge-workflow'
-  },
-  {
-    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'
-  },
-  {
-    key: 'rebook',
-    label: 'Rebook',
-    isAvailableFor: (deal) =>
-      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_BOOKING_CANCELLED_STATE.stateKey,
-    workflowId: 'crm-rebook-workflow'
-  }
+    workflowId: 'crm-send-reply-workflow',
+    payloadSchema: SendReplyActionPayloadSchema
+  },
+  {
+    key: 'send_link',
+    label: 'Send Booking Link',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_REPLIED_STATE.stateKey,
+    workflowId: 'crm-send-booking-link-workflow'
+  },
+  {
+    key: 'send_nudge',
+    label: '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),
+    workflowId: 'crm-send-nudge-workflow'
+  },
+  {
+    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'
+  },
+  {
+    key: 'rebook',
+    label: 'Rebook',
+    isAvailableFor: (deal) =>
+      deal.stage_key === 'interested' && deal.state_key === CRM_DISCOVERY_BOOKING_CANCELLED_STATE.stateKey,
+    workflowId: 'crm-rebook-workflow'
+  }
 ]
 ```
 
@@ -1561,7 +1666,7 @@ export interface AcqList {
   scrapingConfig: ScrapingConfig
   icp: IcpRubric
   pipelineConfig: PipelineConfig
-  metadata: Record<string, unknown>
+  metadata: AcqListMetadata
   launchedAt: Date | null
   completedAt: Date | null
   createdAt: Date
@@ -1645,10 +1750,10 @@ export interface AcqContact {
 
 ```typescript
 /**
- * Live-scan aggregate telemetry for a single list, computed on demand from
- * the list junction tables and current contact deliverability state.
- * `stageCounts` are attempted counts from list-row processing_state.
- */
+ * Live-scan aggregate telemetry for a single list, computed on demand from
+ * the list junction tables and current contact deliverability state.
+ * `stageCounts` are attempted counts from list-row processing_state.
+ */
 export interface ListTelemetry {
   listId: string
   totalCompanies: number
@@ -1677,167 +1782,180 @@ export interface ListTelemetry {
 ### `ListStageCountsSchema`
 
 ```typescript
-export const ListStageCountsSchema = z.object({
-  // Attempted counts by canonical lead-gen stage. The detailed status
-  // distribution lives on ListProgress; telemetry keeps the overview payload small.
-  stageCounts: z.object({
-    populated: z.number().int(),
-    extracted: z.number().int(),
-    qualified: z.number().int(),
-    discovered: z.number().int(),
-    verified: z.number().int(),
-    personalized: z.number().int(),
-    uploaded: z.number().int()
-  }),
-  deliverability: z.object({
-    valid: z.number().int(),
-    risky: z.number().int(),
-    invalid: z.number().int(),
-    unknown: z.number().int(),
-    bounced: z.number().int()
-  })
+export const ListStageCountsSchema = z.object({
+  // Attempted counts by canonical lead-gen stage. The detailed status
+  // distribution lives on ListProgress; telemetry keeps the overview payload small.
+  stageCounts: z.object({
+    populated: z.number().int(),
+    extracted: z.number().int(),
+    qualified: z.number().int(),
+    discovered: z.number().int(),
+    verified: z.number().int(),
+    personalized: z.number().int(),
+    uploaded: z.number().int()
+  }),
+  deliverability: z.object({
+    valid: z.number().int(),
+    risky: z.number().int(),
+    invalid: z.number().int(),
+    unknown: z.number().int(),
+    bounced: z.number().int()
+  })
 })
 ```
 
 ### `ListTelemetrySchema`
 
 ```typescript
-export const ListTelemetrySchema = z.object({
-  listId: UuidSchema,
-  totalCompanies: z.number().int(),
-  totalContacts: z.number().int(),
-  stageCounts: ListStageCountsSchema.shape.stageCounts,
-  deliverability: ListStageCountsSchema.shape.deliverability,
-  activeWorkflows: z.array(z.string()).optional()
+export const ListTelemetrySchema = z.object({
+  listId: UuidSchema,
+  totalCompanies: z.number().int(),
+  totalContacts: z.number().int(),
+  stageCounts: ListStageCountsSchema.shape.stageCounts,
+  deliverability: ListStageCountsSchema.shape.deliverability,
+  activeWorkflows: z.array(z.string()).optional()
 })
 ```
 
 ### `ListIdParamsSchema`
 
 ```typescript
-export const ListIdParamsSchema = z.object({
-  listId: UuidSchema
+export const ListIdParamsSchema = z.object({
+  listId: UuidSchema
 })
 ```
 
 ### `CreateListRequestSchema`
 
 ```typescript
-export const CreateListRequestSchema = z
-  .object({
-    name: z.string().trim().min(1).max(255),
-    description: z.string().trim().nullable().optional(),
-    status: ListStatusSchema.optional(),
-    scrapingConfig: ScrapingConfigSchema.optional(),
-    icp: IcpRubricSchema.optional(),
-    pipelineConfig: PipelineConfigSchema.optional()
-  })
+export const CreateListRequestSchema = z
+  .object({
+    name: z.string().trim().min(1).max(255),
+    description: z.string().trim().nullable().optional(),
+    status: ListStatusSchema.optional(),
+    buildTemplateId: ProspectingBuildTemplateIdSchema.optional(),
+    scrapingConfig: ScrapingConfigSchema.optional(),
+    icp: IcpRubricSchema.optional(),
+    pipelineConfig: PipelineConfigSchema.optional()
+  })
   .strict()
 ```
 
 ### `UpdateListRequestSchema`
 
 ```typescript
-export const UpdateListRequestSchema = z
-  .object({
-    name: z.string().trim().min(1).max(255).optional(),
-    description: z.string().trim().nullable().optional(),
-    batchIds: z.array(z.string()).optional()
-  })
-  .strict()
-  .refine((data) => data.name !== undefined || data.description !== undefined || data.batchIds !== undefined, {
-    message: 'At least one field (name, description, or batchIds) must be provided'
+export const UpdateListRequestSchema = z
+  .object({
+    name: z.string().trim().min(1).max(255).optional(),
+    description: z.string().trim().nullable().optional(),
+    batchIds: z.array(z.string()).optional(),
+    buildTemplateId: ProspectingBuildTemplateIdSchema.optional(),
+    confirmBuildTemplateChange: z.literal(true).optional()
+  })
+  .strict()
+  .refine(
+    (data) =>
+      data.name !== undefined ||
+      data.description !== undefined ||
+      data.batchIds !== undefined ||
+      data.buildTemplateId !== undefined,
+    {
+      message: 'At least one field (name, description, batchIds, or buildTemplateId) must be provided'
+    }
+  )
+  .refine((data) => data.buildTemplateId === undefined || data.confirmBuildTemplateChange === true, {
+    message: 'confirmBuildTemplateChange must be true when changing buildTemplateId',
+    path: ['confirmBuildTemplateChange']
   })
 ```
 
 ### `UpdateListConfigRequestSchema`
 
 ```typescript
-/**
- * Partial patch for the three jsonb config columns. UI sends only the edited
- * subtree; server writes the field as-is (no deep merge — each column is
- * replaced atomically when present in the patch).
- */
-export const UpdateListConfigRequestSchema = z
-  .object({
-    scrapingConfig: ScrapingConfigSchema.partial().optional(),
-    icp: IcpRubricSchema.partial().optional(),
-    pipelineConfig: PipelineConfigSchema.partial().optional()
-  })
-  .strict()
-  .refine((data) => data.scrapingConfig !== undefined || data.icp !== undefined || data.pipelineConfig !== undefined, {
-    message: 'At least one of scrapingConfig, icp, or pipelineConfig must be provided'
+/**
+ * Partial patch for the three jsonb config columns. UI sends only the edited
+ * subtree; server writes the field as-is (no deep merge — each column is
+ * replaced atomically when present in the patch).
+ */
+export const UpdateListConfigRequestSchema = z
+  .object({
+    scrapingConfig: ScrapingConfigSchema.partial().optional(),
+    icp: IcpRubricSchema.partial().optional(),
+    pipelineConfig: PipelineConfigSchema.partial().optional()
+  })
+  .strict()
+  .refine((data) => data.scrapingConfig !== undefined || data.icp !== undefined || data.pipelineConfig !== undefined, {
+    message: 'At least one of scrapingConfig, icp, or pipelineConfig must be provided'
   })
 ```
 
 ### `AddCompaniesToListRequestSchema`
 
 ```typescript
-export const AddCompaniesToListRequestSchema = z
-  .object({
-    companyIds: z.array(UuidSchema).min(1).max(1000)
-  })
+export const AddCompaniesToListRequestSchema = z
+  .object({
+    companyIds: z.array(UuidSchema).min(1).max(1000)
+  })
   .strict()
 ```
 
 ### `RemoveCompaniesFromListRequestSchema`
 
 ```typescript
-export const RemoveCompaniesFromListRequestSchema = z
-  .object({
-    companyIds: z.array(UuidSchema).min(1).max(1000)
-  })
+export const RemoveCompaniesFromListRequestSchema = z
+  .object({
+    companyIds: z.array(UuidSchema).min(1).max(1000)
+  })
   .strict()
 ```
 
 ### `AddContactsToListRequestSchema`
 
 ```typescript
-export const AddContactsToListRequestSchema = z
-  .object({
-    contactIds: z.array(UuidSchema).min(1).max(1000)
-  })
+export const AddContactsToListRequestSchema = z
+  .object({
+    contactIds: z.array(UuidSchema).min(1).max(1000)
+  })
   .strict()
 ```
 
 ### `RecordListExecutionRequestSchema`
 
 ```typescript
-export const RecordListExecutionRequestSchema = z
-  .object({
-    executionId: UuidSchema,
-    configSnapshot: z.record(z.string(), z.unknown()).optional()
-  })
+export const RecordListExecutionRequestSchema = z
+  .object({
+    executionId: UuidSchema,
+    configSnapshot: z.record(z.string(), z.unknown()).optional()
+  })
   .strict()
 ```
 
 ### `AcqListResponseSchema`
 
 ```typescript
-/**
- * Single list as returned by /api/acquisition/lists/:id etc.
- * Camel-cased domain shape matching AcqList in types.ts.
- */
-export const AcqListResponseSchema = z.object({
-  id: z.string(),
-  organizationId: z.string(),
-  name: z.string(),
-  description: z.string().nullable(),
-  type: z.string(),
-  batchIds: z.array(z.string()),
-  instantlyCampaignId: z.string().nullable(),
-  /** Lifecycle status (draft | enriching | launched | closing | archived). */
-  status: ListStatusSchema,
-  metadata: z.record(z.string(), z.unknown()),
-  launchedAt: z.string().nullable(),
-  completedAt: z.string().nullable(),
-  createdAt: z.string(),
-  /** Scraping criteria stored as jsonb on the row. */
-  scrapingConfig: ScrapingConfigSchema,
-  /** ICP / qualification rubric stored as jsonb on the row. */
-  icp: IcpRubricSchema,
-  /** Pipeline presentation contract stored as jsonb on the row. */
-  pipelineConfig: PipelineConfigSchema
+/**
+ * Single list as returned by /api/acquisition/lists/:id etc.
+ * Camel-cased domain shape matching AcqList in types.ts.
+ */
+export const AcqListResponseSchema = z.object({
+  id: z.string(),
+  organizationId: z.string(),
+  name: z.string(),
+  description: z.string().nullable(),
+  batchIds: z.array(z.string()),
+  instantlyCampaignId: z.string().nullable(),
+  /** Lifecycle status (draft | enriching | launched | closing | archived). */
+  status: ListStatusSchema,
+  metadata: AcqListMetadataSchema,
+  launchedAt: z.string().nullable(),
+  completedAt: z.string().nullable(),
+  createdAt: z.string(),
+  /** Scraping criteria stored as jsonb on the row. */
+  scrapingConfig: ScrapingConfigSchema,
+  /** ICP / qualification rubric stored as jsonb on the row. */
+  icp: IcpRubricSchema,
+  /** Pipeline presentation contract stored as jsonb on the row. */
+  pipelineConfig: PipelineConfigSchema
 })
 ```
 
@@ -1862,17 +1980,17 @@ export const ListTelemetryListResponseSchema = z.array(ListTelemetrySchema)
 ### `ListExecutionSummarySchema`
 
 ```typescript
-/**
- * Row from acq_list_executions joined with the execution summary,
- * shaped for the /lists/:id/executions response.
- */
-export const ListExecutionSummarySchema = z.object({
-  executionId: z.string(),
-  resourceId: z.string(),
-  status: z.string(),
-  createdAt: z.string(),
-  completedAt: z.string().nullable(),
-  durationMs: z.number().int().nullable()
+/**
+ * Row from acq_list_executions joined with the execution summary,
+ * shaped for the /lists/:id/executions response.
+ */
+export const ListExecutionSummarySchema = z.object({
+  executionId: z.string(),
+  resourceId: z.string(),
+  status: z.string(),
+  createdAt: z.string(),
+  completedAt: z.string().nullable(),
+  durationMs: z.number().int().nullable()
 })
 ```
 
@@ -1903,282 +2021,282 @@ export const AcqEmailValidSchema = z.enum(['VALID', 'INVALID', 'RISKY', 'UNKNOWN
 ### `CompanyIdParamsSchema`
 
 ```typescript
-export const CompanyIdParamsSchema = z.object({
-  companyId: UuidSchema
+export const CompanyIdParamsSchema = z.object({
+  companyId: UuidSchema
 })
 ```
 
 ### `ContactIdParamsSchema`
 
 ```typescript
-export const ContactIdParamsSchema = z.object({
-  contactId: UuidSchema
+export const ContactIdParamsSchema = z.object({
+  contactId: UuidSchema
 })
 ```
 
 ### `ListCompaniesQuerySchema`
 
 ```typescript
-export const ListCompaniesQuerySchema = z
-  .object({
-    search: z.string().trim().min(1).max(200).optional(),
-    listId: UuidSchema.optional(),
-    domain: z.string().trim().min(1).max(255).optional(),
-    website: z.string().trim().min(1).max(2048).optional(),
-    segment: z.string().trim().min(1).max(255).optional(),
-    category: z.string().trim().min(1).max(255).optional(),
-    batchId: z.string().trim().min(1).max(255).optional(),
-    status: AcqCompanyStatusSchema.optional(),
-    includeAll: QueryBooleanSchema.optional(),
-    limit: z.coerce.number().int().min(1).max(5000).default(50),
-    offset: z.coerce.number().int().min(0).default(0)
-  })
+export const ListCompaniesQuerySchema = z
+  .object({
+    search: z.string().trim().min(1).max(200).optional(),
+    listId: UuidSchema.optional(),
+    domain: z.string().trim().min(1).max(255).optional(),
+    website: z.string().trim().min(1).max(2048).optional(),
+    segment: z.string().trim().min(1).max(255).optional(),
+    category: z.string().trim().min(1).max(255).optional(),
+    batchId: z.string().trim().min(1).max(255).optional(),
+    status: AcqCompanyStatusSchema.optional(),
+    includeAll: QueryBooleanSchema.optional(),
+    limit: z.coerce.number().int().min(1).max(5000).default(50),
+    offset: z.coerce.number().int().min(0).default(0)
+  })
   .strict()
 ```
 
 ### `ListContactsQuerySchema`
 
 ```typescript
-export const ListContactsQuerySchema = z
-  .object({
-    search: z.string().trim().min(1).max(200).optional(),
-    listId: UuidSchema.optional(),
-    openingLineIsNull: QueryBooleanSchema.optional(),
-    batchId: z.string().trim().min(1).max(255).optional(),
-    contactStatus: AcqContactStatusSchema.optional(),
-    limit: z.coerce.number().int().min(1).max(5000).default(5000),
-    offset: z.coerce.number().int().min(0).default(0)
-  })
+export const ListContactsQuerySchema = z
+  .object({
+    search: z.string().trim().min(1).max(200).optional(),
+    listId: UuidSchema.optional(),
+    openingLineIsNull: QueryBooleanSchema.optional(),
+    batchId: z.string().trim().min(1).max(255).optional(),
+    contactStatus: AcqContactStatusSchema.optional(),
+    limit: z.coerce.number().int().min(1).max(5000).default(5000),
+    offset: z.coerce.number().int().min(0).default(0)
+  })
   .strict()
 ```
 
 ### `CreateCompanyRequestSchema`
 
 ```typescript
-export const CreateCompanyRequestSchema = z
-  .object({
-    name: z.string().trim().min(1).max(255),
-    domain: z.string().trim().min(1).max(255).optional(),
-    linkedinUrl: z.string().trim().url().optional(),
-    website: z.string().trim().url().optional(),
-    numEmployees: z.number().int().min(0).optional(),
-    foundedYear: z.number().int().optional(),
-    locationCity: z.string().trim().min(1).max(255).optional(),
-    locationState: z.string().trim().min(1).max(255).optional(),
-    category: z.string().trim().min(1).max(255).optional(),
-    source: z.string().trim().min(1).max(255).optional(),
-    batchId: z.string().trim().min(1).max(255).optional(),
-    verticalResearch: z.string().trim().min(1).max(5000).optional()
-  })
+export const CreateCompanyRequestSchema = z
+  .object({
+    name: z.string().trim().min(1).max(255),
+    domain: z.string().trim().min(1).max(255).optional(),
+    linkedinUrl: z.string().trim().url().optional(),
+    website: z.string().trim().url().optional(),
+    numEmployees: z.number().int().min(0).optional(),
+    foundedYear: z.number().int().optional(),
+    locationCity: z.string().trim().min(1).max(255).optional(),
+    locationState: z.string().trim().min(1).max(255).optional(),
+    category: z.string().trim().min(1).max(255).optional(),
+    source: z.string().trim().min(1).max(255).optional(),
+    batchId: z.string().trim().min(1).max(255).optional(),
+    verticalResearch: z.string().trim().min(1).max(5000).optional()
+  })
   .strict()
 ```
 
 ### `UpdateCompanyRequestSchema`
 
 ```typescript
-export const UpdateCompanyRequestSchema = z
-  .object({
-    name: z.string().trim().min(1).max(255).optional(),
-    domain: z.string().trim().min(1).max(255).optional(),
-    linkedinUrl: z.string().trim().url().optional(),
-    website: z.string().trim().url().optional(),
-    numEmployees: z.number().int().min(0).optional(),
-    foundedYear: z.number().int().optional(),
-    locationCity: z.string().trim().min(1).max(255).optional(),
-    locationState: z.string().trim().min(1).max(255).optional(),
-    category: z.string().trim().min(1).max(255).optional(),
-    segment: z.string().trim().min(1).max(255).optional(),
-    pipelineStatus: z.record(z.string(), z.unknown()).optional(),
-    enrichmentData: z.record(z.string(), z.unknown()).optional(),
-    source: z.string().trim().min(1).max(255).optional(),
-    batchId: z.string().trim().min(1).max(255).optional(),
-    status: AcqCompanyStatusSchema.optional(),
-    verticalResearch: z.string().trim().min(1).max(5000).nullable().optional()
-  })
-  .strict()
-  .refine(
-    (data) =>
-      data.name !== undefined ||
-      data.domain !== undefined ||
-      data.linkedinUrl !== undefined ||
-      data.website !== undefined ||
-      data.numEmployees !== undefined ||
-      data.foundedYear !== undefined ||
-      data.locationCity !== undefined ||
-      data.locationState !== undefined ||
-      data.category !== undefined ||
-      data.segment !== undefined ||
-      data.pipelineStatus !== undefined ||
-      data.enrichmentData !== undefined ||
-      data.source !== undefined ||
-      data.batchId !== undefined ||
-      data.status !== undefined ||
-      data.verticalResearch !== undefined,
-    {
-      message: 'At least one field must be provided'
-    }
+export const UpdateCompanyRequestSchema = z
+  .object({
+    name: z.string().trim().min(1).max(255).optional(),
+    domain: z.string().trim().min(1).max(255).optional(),
+    linkedinUrl: z.string().trim().url().optional(),
+    website: z.string().trim().url().optional(),
+    numEmployees: z.number().int().min(0).optional(),
+    foundedYear: z.number().int().optional(),
+    locationCity: z.string().trim().min(1).max(255).optional(),
+    locationState: z.string().trim().min(1).max(255).optional(),
+    category: z.string().trim().min(1).max(255).optional(),
+    segment: z.string().trim().min(1).max(255).optional(),
+    pipelineStatus: z.record(z.string(), z.unknown()).optional(),
+    enrichmentData: z.record(z.string(), z.unknown()).optional(),
+    source: z.string().trim().min(1).max(255).optional(),
+    batchId: z.string().trim().min(1).max(255).optional(),
+    status: AcqCompanyStatusSchema.optional(),
+    verticalResearch: z.string().trim().min(1).max(5000).nullable().optional()
+  })
+  .strict()
+  .refine(
+    (data) =>
+      data.name !== undefined ||
+      data.domain !== undefined ||
+      data.linkedinUrl !== undefined ||
+      data.website !== undefined ||
+      data.numEmployees !== undefined ||
+      data.foundedYear !== undefined ||
+      data.locationCity !== undefined ||
+      data.locationState !== undefined ||
+      data.category !== undefined ||
+      data.segment !== undefined ||
+      data.pipelineStatus !== undefined ||
+      data.enrichmentData !== undefined ||
+      data.source !== undefined ||
+      data.batchId !== undefined ||
+      data.status !== undefined ||
+      data.verticalResearch !== undefined,
+    {
+      message: 'At least one field must be provided'
+    }
   )
 ```
 
 ### `CreateContactRequestSchema`
 
 ```typescript
-export const CreateContactRequestSchema = z
-  .object({
-    email: z.string().trim().email(),
-    companyId: UuidSchema.optional(),
-    firstName: z.string().trim().min(1).max(255).optional(),
-    lastName: z.string().trim().min(1).max(255).optional(),
-    linkedinUrl: z.string().trim().url().optional(),
-    title: z.string().trim().min(1).max(255).optional(),
-    source: z.string().trim().min(1).max(255).optional(),
-    sourceId: z.string().trim().min(1).max(255).optional(),
-    batchId: z.string().trim().min(1).max(255).optional()
-  })
+export const CreateContactRequestSchema = z
+  .object({
+    email: z.string().trim().email(),
+    companyId: UuidSchema.optional(),
+    firstName: z.string().trim().min(1).max(255).optional(),
+    lastName: z.string().trim().min(1).max(255).optional(),
+    linkedinUrl: z.string().trim().url().optional(),
+    title: z.string().trim().min(1).max(255).optional(),
+    source: z.string().trim().min(1).max(255).optional(),
+    sourceId: z.string().trim().min(1).max(255).optional(),
+    batchId: z.string().trim().min(1).max(255).optional()
+  })
   .strict()
 ```
 
 ### `UpdateContactRequestSchema`
 
 ```typescript
-export const UpdateContactRequestSchema = z
-  .object({
-    companyId: UuidSchema.optional(),
-    emailValid: AcqEmailValidSchema.optional(),
-    firstName: z.string().trim().min(1).max(255).optional(),
-    lastName: z.string().trim().min(1).max(255).optional(),
-    linkedinUrl: z.string().trim().url().optional(),
-    title: z.string().trim().min(1).max(255).optional(),
-    headline: z.string().trim().min(1).max(5000).optional(),
-    filterReason: z.string().trim().min(1).max(5000).optional(),
-    openingLine: z.string().trim().min(1).max(5000).optional(),
-    pipelineStatus: z.record(z.string(), z.unknown()).optional(),
-    enrichmentData: z.record(z.string(), z.unknown()).optional(),
-    status: AcqContactStatusSchema.optional()
-  })
-  .strict()
-  .refine(
-    (data) =>
-      data.companyId !== undefined ||
-      data.emailValid !== undefined ||
-      data.firstName !== undefined ||
-      data.lastName !== undefined ||
-      data.linkedinUrl !== undefined ||
-      data.title !== undefined ||
-      data.headline !== undefined ||
-      data.filterReason !== undefined ||
-      data.openingLine !== undefined ||
-      data.pipelineStatus !== undefined ||
-      data.enrichmentData !== undefined ||
-      data.status !== undefined,
-    {
-      message: 'At least one field must be provided'
-    }
+export const UpdateContactRequestSchema = z
+  .object({
+    companyId: UuidSchema.optional(),
+    emailValid: AcqEmailValidSchema.optional(),
+    firstName: z.string().trim().min(1).max(255).optional(),
+    lastName: z.string().trim().min(1).max(255).optional(),
+    linkedinUrl: z.string().trim().url().optional(),
+    title: z.string().trim().min(1).max(255).optional(),
+    headline: z.string().trim().min(1).max(5000).optional(),
+    filterReason: z.string().trim().min(1).max(5000).optional(),
+    openingLine: z.string().trim().min(1).max(5000).optional(),
+    pipelineStatus: z.record(z.string(), z.unknown()).optional(),
+    enrichmentData: z.record(z.string(), z.unknown()).optional(),
+    status: AcqContactStatusSchema.optional()
+  })
+  .strict()
+  .refine(
+    (data) =>
+      data.companyId !== undefined ||
+      data.emailValid !== undefined ||
+      data.firstName !== undefined ||
+      data.lastName !== undefined ||
+      data.linkedinUrl !== undefined ||
+      data.title !== undefined ||
+      data.headline !== undefined ||
+      data.filterReason !== undefined ||
+      data.openingLine !== undefined ||
+      data.pipelineStatus !== undefined ||
+      data.enrichmentData !== undefined ||
+      data.status !== undefined,
+    {
+      message: 'At least one field must be provided'
+    }
   )
 ```
 
 ### `AcqCompanyResponseSchema`
 
 ```typescript
-export const AcqCompanyResponseSchema = z.object({
-  id: z.string(),
-  organizationId: z.string(),
-  name: z.string(),
-  domain: z.string().nullable(),
-  linkedinUrl: z.string().nullable(),
-  website: z.string().nullable(),
-  numEmployees: z.number().nullable(),
-  foundedYear: z.number().nullable(),
-  locationCity: z.string().nullable(),
-  locationState: z.string().nullable(),
-  category: z.string().nullable(),
-  categoryPain: z.string().nullable(),
-  segment: z.string().nullable(),
-  pipelineStatus: z.record(z.string(), z.unknown()).nullable(),
-  enrichmentData: z.record(z.string(), z.unknown()).nullable(),
-  source: z.string().nullable(),
-  batchId: z.string().nullable(),
-  status: AcqCompanyStatusSchema,
-  contactCount: z.number().int().min(0),
-  verticalResearch: z.string().nullable(),
-  createdAt: z.string(),
-  updatedAt: z.string()
+export const AcqCompanyResponseSchema = z.object({
+  id: z.string(),
+  organizationId: z.string(),
+  name: z.string(),
+  domain: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  website: z.string().nullable(),
+  numEmployees: z.number().nullable(),
+  foundedYear: z.number().nullable(),
+  locationCity: z.string().nullable(),
+  locationState: z.string().nullable(),
+  category: z.string().nullable(),
+  categoryPain: z.string().nullable(),
+  segment: z.string().nullable(),
+  pipelineStatus: z.record(z.string(), z.unknown()).nullable(),
+  enrichmentData: z.record(z.string(), z.unknown()).nullable(),
+  source: z.string().nullable(),
+  batchId: z.string().nullable(),
+  status: AcqCompanyStatusSchema,
+  contactCount: z.number().int().min(0),
+  verticalResearch: z.string().nullable(),
+  createdAt: z.string(),
+  updatedAt: z.string()
 })
 ```
 
 ### `AcqCompanyListResponseSchema`
 
 ```typescript
-export const AcqCompanyListResponseSchema = z.object({
-  data: z.array(AcqCompanyResponseSchema),
-  total: z.number().int(),
-  limit: z.number().int(),
-  offset: z.number().int()
+export const AcqCompanyListResponseSchema = z.object({
+  data: z.array(AcqCompanyResponseSchema),
+  total: z.number().int(),
+  limit: z.number().int(),
+  offset: z.number().int()
 })
 ```
 
 ### `AcqCompanyFacetsResponseSchema`
 
 ```typescript
-export const AcqCompanyFacetsResponseSchema = z.object({
-  segments: z.array(z.string()),
-  categories: z.array(z.string()),
-  statuses: z.array(AcqCompanyStatusSchema)
+export const AcqCompanyFacetsResponseSchema = z.object({
+  segments: z.array(z.string()),
+  categories: z.array(z.string()),
+  statuses: z.array(AcqCompanyStatusSchema)
 })
 ```
 
 ### `AcqContactCompanySummarySchema`
 
 ```typescript
-export const AcqContactCompanySummarySchema = z.object({
-  id: z.string(),
-  name: z.string(),
-  domain: z.string().nullable(),
-  website: z.string().nullable(),
-  linkedinUrl: z.string().nullable(),
-  segment: z.string().nullable(),
-  category: z.string().nullable(),
-  status: AcqCompanyStatusSchema
+export const AcqContactCompanySummarySchema = z.object({
+  id: z.string(),
+  name: z.string(),
+  domain: z.string().nullable(),
+  website: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  segment: z.string().nullable(),
+  category: z.string().nullable(),
+  status: AcqCompanyStatusSchema
 })
 ```
 
 ### `AcqContactResponseSchema`
 
 ```typescript
-export const AcqContactResponseSchema = z.object({
-  id: z.string(),
-  organizationId: z.string(),
-  companyId: z.string().nullable(),
-  email: z.string(),
-  emailValid: AcqEmailValidSchema.nullable(),
-  firstName: z.string().nullable(),
-  lastName: z.string().nullable(),
-  linkedinUrl: z.string().nullable(),
-  title: z.string().nullable(),
-  headline: z.string().nullable(),
-  filterReason: z.string().nullable(),
-  openingLine: z.string().nullable(),
-  source: z.string().nullable(),
-  sourceId: z.string().nullable(),
-  pipelineStatus: z.record(z.string(), z.unknown()).nullable(),
-  enrichmentData: z.record(z.string(), z.unknown()).nullable(),
-  attioPersonId: z.string().nullable(),
-  batchId: z.string().nullable(),
-  status: AcqContactStatusSchema,
-  company: AcqContactCompanySummarySchema.nullable().optional(),
-  createdAt: z.string(),
-  updatedAt: z.string()
+export const AcqContactResponseSchema = z.object({
+  id: z.string(),
+  organizationId: z.string(),
+  companyId: z.string().nullable(),
+  email: z.string(),
+  emailValid: AcqEmailValidSchema.nullable(),
+  firstName: z.string().nullable(),
+  lastName: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  title: z.string().nullable(),
+  headline: z.string().nullable(),
+  filterReason: z.string().nullable(),
+  openingLine: z.string().nullable(),
+  source: z.string().nullable(),
+  sourceId: z.string().nullable(),
+  pipelineStatus: z.record(z.string(), z.unknown()).nullable(),
+  enrichmentData: z.record(z.string(), z.unknown()).nullable(),
+  attioPersonId: z.string().nullable(),
+  batchId: z.string().nullable(),
+  status: AcqContactStatusSchema,
+  company: AcqContactCompanySummarySchema.nullable().optional(),
+  createdAt: z.string(),
+  updatedAt: z.string()
 })
 ```
 
 ### `AcqContactListResponseSchema`
 
 ```typescript
-export const AcqContactListResponseSchema = z.object({
-  data: z.array(AcqContactResponseSchema),
-  total: z.number().int(),
-  limit: z.number().int(),
-  offset: z.number().int()
+export const AcqContactListResponseSchema = z.object({
+  data: z.array(AcqContactResponseSchema),
+  total: z.number().int(),
+  limit: z.number().int(),
+  offset: z.number().int()
 })
 ```
 
@@ -2191,223 +2309,226 @@ export const AcqArtifactOwnerKindSchema = z.enum(['company', 'contact', 'deal',
 ### `ListArtifactsQuerySchema`
 
 ```typescript
-export const ListArtifactsQuerySchema = z
-  .object({
-    ownerKind: AcqArtifactOwnerKindSchema,
-    ownerId: UuidSchema
-  })
+export const ListArtifactsQuerySchema = z
+  .object({
+    ownerKind: AcqArtifactOwnerKindSchema,
+    ownerId: UuidSchema
+  })
   .strict()
 ```
 
 ### `CreateArtifactRequestSchema`
 
 ```typescript
-export const CreateArtifactRequestSchema = z
-  .object({
-    ownerKind: AcqArtifactOwnerKindSchema,
-    ownerId: UuidSchema,
-    kind: z.string().trim().min(1).max(255),
-    content: z.record(z.string(), z.unknown()),
-    sourceExecutionId: UuidSchema.optional()
-  })
+export const CreateArtifactRequestSchema = z
+  .object({
+    ownerKind: AcqArtifactOwnerKindSchema,
+    ownerId: UuidSchema,
+    kind: z.string().trim().min(1).max(255),
+    content: z.record(z.string(), z.unknown()),
+    sourceExecutionId: UuidSchema.optional()
+  })
   .strict()
 ```
 
 ### `AcqArtifactResponseSchema`
 
 ```typescript
-export const AcqArtifactResponseSchema = z.object({
-  id: z.string(),
-  organizationId: z.string(),
-  ownerKind: z.string(),
-  ownerId: z.string(),
-  kind: z.string(),
-  content: z.record(z.string(), z.unknown()),
-  sourceExecutionId: z.string().nullable(),
-  createdBy: z.string().nullable(),
-  createdAt: z.string(),
-  version: z.number().int()
+export const AcqArtifactResponseSchema = z.object({
+  id: z.string(),
+  organizationId: z.string(),
+  ownerKind: z.string(),
+  ownerId: z.string(),
+  kind: z.string(),
+  content: z.record(z.string(), z.unknown()),
+  sourceExecutionId: z.string().nullable(),
+  createdBy: z.string().nullable(),
+  createdAt: z.string(),
+  version: z.number().int()
 })
 ```
 
 ### `AcqArtifactListResponseSchema`
 
 ```typescript
-export const AcqArtifactListResponseSchema = z.object({
-  artifacts: z.array(AcqArtifactResponseSchema)
+export const AcqArtifactListResponseSchema = z.object({
+  artifacts: z.array(AcqArtifactResponseSchema)
 })
 ```
 
 ### `ListMembersQuerySchema`
 
 ```typescript
-export const ListMembersQuerySchema = z
-  .object({
-    limit: z.coerce.number().int().min(1).max(500).default(50),
-    offset: z.coerce.number().int().min(0).default(0)
-  })
+export const ListMembersQuerySchema = z
+  .object({
+    limit: z.coerce.number().int().min(1).max(500).default(50),
+    offset: z.coerce.number().int().min(0).default(0)
+  })
   .strict()
 ```
 
 ### `MemberIdParamsSchema`
 
 ```typescript
-export const MemberIdParamsSchema = z.object({
-  memberId: UuidSchema
+export const MemberIdParamsSchema = z.object({
+  memberId: UuidSchema
 })
 ```
 
 ### `AcqListMemberContactSummarySchema`
 
 ```typescript
-export const AcqListMemberContactSummarySchema = z.object({
-  id: z.string(),
-  email: z.string(),
-  firstName: z.string().nullable(),
-  lastName: z.string().nullable(),
-  title: z.string().nullable(),
-  linkedinUrl: z.string().nullable(),
-  companyId: z.string().nullable()
+export const AcqListMemberContactSummarySchema = z.object({
+  id: z.string(),
+  email: z.string(),
+  firstName: z.string().nullable(),
+  lastName: z.string().nullable(),
+  title: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  companyId: z.string().nullable()
 })
 ```
 
 ### `AcqListMemberResponseSchema`
 
 ```typescript
-export const AcqListMemberResponseSchema = z.object({
-  id: z.string(),
-  listId: z.string(),
-  contactId: z.string(),
-  pipelineKey: z.string(),
-  stageKey: z.string(),
-  stateKey: z.string(),
-  activityLog: z.unknown(),
-  addedAt: z.string(),
-  addedBy: z.string().nullable(),
-  sourceExecutionId: z.string().nullable(),
-  contact: AcqListMemberContactSummarySchema.nullable()
+export const AcqListMemberResponseSchema = z.object({
+  id: z.string(),
+  listId: z.string(),
+  contactId: z.string(),
+  pipelineKey: z.string(),
+  stageKey: z.string(),
+  stateKey: z.string(),
+  activityLog: z.unknown(),
+  addedAt: z.string(),
+  addedBy: z.string().nullable(),
+  sourceExecutionId: z.string().nullable(),
+  contact: AcqListMemberContactSummarySchema.nullable()
 })
 ```
 
 ### `AcqListMembersResponseSchema`
 
 ```typescript
-export const AcqListMembersResponseSchema = z.object({
-  members: z.array(AcqListMemberResponseSchema)
+export const AcqListMembersResponseSchema = z.object({
+  members: z.array(AcqListMemberResponseSchema)
 })
 ```
 
 ### `ListCompanyIdParamsSchema`
 
 ```typescript
-export const ListCompanyIdParamsSchema = z.object({
-  listCompanyId: UuidSchema
+export const ListCompanyIdParamsSchema = z.object({
+  listCompanyId: UuidSchema
 })
 ```
 
 ### `AcqListCompanyResponseSchema`
 
 ```typescript
-export const AcqListCompanyResponseSchema = z.object({
-  id: z.string(),
-  listId: z.string(),
-  companyId: z.string(),
-  pipelineKey: z.string(),
-  stageKey: z.string(),
-  stateKey: z.string(),
-  activityLog: z.unknown(),
-  addedAt: z.string(),
-  addedBy: z.string().nullable(),
-  sourceExecutionId: z.string().nullable()
+export const AcqListCompanyResponseSchema = z.object({
+  id: z.string(),
+  listId: z.string(),
+  companyId: z.string(),
+  pipelineKey: z.string(),
+  stageKey: z.string(),
+  stateKey: z.string(),
+  activityLog: z.unknown(),
+  addedAt: z.string(),
+  addedBy: z.string().nullable(),
+  sourceExecutionId: z.string().nullable()
 })
 ```
 
 ### `AcqCompanySchemas`
 
 ```typescript
-export const AcqCompanySchemas = {
-  CompanyIdParams: CompanyIdParamsSchema,
-  ListCompaniesQuery: ListCompaniesQuerySchema,
-  CreateCompanyRequest: CreateCompanyRequestSchema,
-  UpdateCompanyRequest: UpdateCompanyRequestSchema,
-  AcqCompanyResponse: AcqCompanyResponseSchema,
-  AcqCompanyListResponse: AcqCompanyListResponseSchema,
-  AcqCompanyFacetsResponse: AcqCompanyFacetsResponseSchema
+export const AcqCompanySchemas = {
+  CompanyIdParams: CompanyIdParamsSchema,
+  ListCompaniesQuery: ListCompaniesQuerySchema,
+  CreateCompanyRequest: CreateCompanyRequestSchema,
+  UpdateCompanyRequest: UpdateCompanyRequestSchema,
+  AcqCompanyResponse: AcqCompanyResponseSchema,
+  AcqCompanyListResponse: AcqCompanyListResponseSchema,
+  AcqCompanyFacetsResponse: AcqCompanyFacetsResponseSchema
 }
 ```
 
 ### `AcqContactSchemas`
 
 ```typescript
-export const AcqContactSchemas = {
-  ContactIdParams: ContactIdParamsSchema,
-  ListContactsQuery: ListContactsQuerySchema,
-  CreateContactRequest: CreateContactRequestSchema,
-  UpdateContactRequest: UpdateContactRequestSchema,
-  AcqContactResponse: AcqContactResponseSchema,
-  AcqContactListResponse: AcqContactListResponseSchema
+export const AcqContactSchemas = {
+  ContactIdParams: ContactIdParamsSchema,
+  ListContactsQuery: ListContactsQuerySchema,
+  CreateContactRequest: CreateContactRequestSchema,
+  UpdateContactRequest: UpdateContactRequestSchema,
+  AcqContactResponse: AcqContactResponseSchema,
+  AcqContactListResponse: AcqContactListResponseSchema
 }
 ```
 
 ### `AcqListSchemas`
 
 ```typescript
-export const AcqListSchemas = {
-  // Params
-  ListIdParams: ListIdParamsSchema,
-
-  // Primitives (for UI / tests)
-  ListStatus: ListStatusSchema,
-  ScrapingConfig: ScrapingConfigSchema,
-  IcpRubric: IcpRubricSchema,
-  PipelineConfig: PipelineConfigSchema,
-  PipelineStage: PipelineStageSchema,
-  ProcessingStageStatus: ProcessingStageStatusSchema,
-  ListStageCounts: ListStageCountsSchema,
-  ListTelemetry: ListTelemetrySchema,
-
-  // Requests
-  CreateListRequest: CreateListRequestSchema,
-  UpdateListRequest: UpdateListRequestSchema,
-  UpdateListStatusRequest: UpdateListStatusRequestSchema,
-  UpdateListConfigRequest: UpdateListConfigRequestSchema,
-  AddCompaniesToListRequest: AddCompaniesToListRequestSchema,
-  RemoveCompaniesFromListRequest: RemoveCompaniesFromListRequestSchema,
-  AddContactsToListRequest: AddContactsToListRequestSchema,
-  RecordListExecutionRequest: RecordListExecutionRequestSchema,
-
-  // Responses
-  AcqListResponse: AcqListResponseSchema,
-  AcqListListResponse: AcqListListResponseSchema,
-  ListTelemetryResponse: ListTelemetryResponseSchema,
-  ListTelemetryListResponse: ListTelemetryListResponseSchema,
-  ListExecutionsResponse: ListExecutionsResponseSchema,
-  ListProgressResponse: ListProgressResponseSchema
+export const AcqListSchemas = {
+  // Params
+  ListIdParams: ListIdParamsSchema,
+
+  // Primitives (for UI / tests)
+  ListStatus: ListStatusSchema,
+  ScrapingConfig: ScrapingConfigSchema,
+  IcpRubric: IcpRubricSchema,
+  PipelineConfig: PipelineConfigSchema,
+  PipelineStage: PipelineStageSchema,
+  BuildPlanSnapshot: BuildPlanSnapshotSchema,
+  BuildPlanSnapshotStep: BuildPlanSnapshotStepSchema,
+  AcqListMetadata: AcqListMetadataSchema,
+  ProcessingStageStatus: ProcessingStageStatusSchema,
+  ListStageCounts: ListStageCountsSchema,
+  ListTelemetry: ListTelemetrySchema,
+
+  // Requests
+  CreateListRequest: CreateListRequestSchema,
+  UpdateListRequest: UpdateListRequestSchema,
+  UpdateListStatusRequest: UpdateListStatusRequestSchema,
+  UpdateListConfigRequest: UpdateListConfigRequestSchema,
+  AddCompaniesToListRequest: AddCompaniesToListRequestSchema,
+  RemoveCompaniesFromListRequest: RemoveCompaniesFromListRequestSchema,
+  AddContactsToListRequest: AddContactsToListRequestSchema,
+  RecordListExecutionRequest: RecordListExecutionRequestSchema,
+
+  // Responses
+  AcqListResponse: AcqListResponseSchema,
+  AcqListListResponse: AcqListListResponseSchema,
+  ListTelemetryResponse: ListTelemetryResponseSchema,
+  ListTelemetryListResponse: ListTelemetryListResponseSchema,
+  ListExecutionsResponse: ListExecutionsResponseSchema,
+  ListProgressResponse: ListProgressResponseSchema
 }
 ```
 
 ### `AcqSubstrateSchemas`
 
 ```typescript
-export const AcqSubstrateSchemas = {
-  // Artifacts
-  ListArtifactsQuery: ListArtifactsQuerySchema,
-  CreateArtifactRequest: CreateArtifactRequestSchema,
-  AcqArtifactResponse: AcqArtifactResponseSchema,
-  AcqArtifactListResponse: AcqArtifactListResponseSchema,
-
-  // List members
-  ListMembersQuery: ListMembersQuerySchema,
-  MemberIdParams: MemberIdParamsSchema,
-  AcqListMemberResponse: AcqListMemberResponseSchema,
-  AcqListMembersResponse: AcqListMembersResponseSchema,
-
-  // List companies
-  ListCompanyIdParams: ListCompanyIdParamsSchema,
-  AcqListCompanyResponse: AcqListCompanyResponseSchema,
-
-  // Transition (shared with deals — TransitionItemRequestSchema)
-  TransitionItemRequest: TransitionItemRequestSchema
+export const AcqSubstrateSchemas = {
+  // Artifacts
+  ListArtifactsQuery: ListArtifactsQuerySchema,
+  CreateArtifactRequest: CreateArtifactRequestSchema,
+  AcqArtifactResponse: AcqArtifactResponseSchema,
+  AcqArtifactListResponse: AcqArtifactListResponseSchema,
+
+  // List members
+  ListMembersQuery: ListMembersQuerySchema,
+  MemberIdParams: MemberIdParamsSchema,
+  AcqListMemberResponse: AcqListMemberResponseSchema,
+  AcqListMembersResponse: AcqListMembersResponseSchema,
+
+  // List companies
+  ListCompanyIdParams: ListCompanyIdParamsSchema,
+  AcqListCompanyResponse: AcqListCompanyResponseSchema,
+
+  // Transition (shared with deals — TransitionItemRequestSchema)
+  TransitionItemRequest: TransitionItemRequestSchema
 }
 ```
 
@@ -2618,11 +2739,12 @@ export interface CreateListParams {
   description?: string
   type?: string
   batchIds?: string[]
-  instantlyCampaignId?: string
-  status?: ListStatus
-  metadata?: Record<string, unknown>
-  scrapingConfig?: ScrapingConfig
-  icp?: IcpRubric
+  instantlyCampaignId?: string
+  status?: ListStatus
+  buildTemplateId?: string
+  metadata?: Record<string, unknown>
+  scrapingConfig?: ScrapingConfig
+  icp?: IcpRubric
   pipelineConfig?: PipelineConfig
 }
 ```
@@ -2630,10 +2752,10 @@ export interface CreateListParams {
 ### `UpdateListParams`
 
 ```typescript
-export interface UpdateListParams {
-  name?: string
-  description?: string
-  batchIds?: string[]
+export interface UpdateListParams {
+  name?: string
+  description?: string
+  batchIds?: string[]
 }
 ```
 
@@ -3045,6 +3167,7 @@ export type LeadToolMap = {
   markProposalReviewed: { params: Omit<MarkProposalReviewedParams, 'organizationId'>; result: void }
   updateCloseLostReason: { params: Omit<UpdateCloseLostReasonParams, 'organizationId'>; result: void }
   updateFees: { params: Omit<UpdateFeesParams, 'organizationId'>; result: void }
+  cacheInstantlyThreadIds: { params: Omit<CacheInstantlyThreadIdsParams, 'organizationId'>; result: void }
   transitionItem: { params: Omit<TransitionItemParams, 'organizationId'>; result: void }
   setContactNurture: { params: Omit<SetContactNurtureParams, 'organizationId'>; result: void }
   cancelSchedulesAndHitlByEmail: {