@elevasis/sdk 1.15.0 → 1.16.0

package/reference/scaffold/reference/contracts.md

@@ -180,15 +180,53 @@ export type OrganizationModelObjective = z.infer<typeof ObjectiveSchema>
 export type OrganizationModelKeyResult = z.infer<typeof KeyResultSchema>
 ```
 
+### `OrganizationModelKnowledge`
+
+```typescript
+export type OrganizationModelKnowledge = z.infer<typeof KnowledgeDomainSchema>
+```
+
+### `OrgKnowledgeNode`
+
+```typescript
+export type OrgKnowledgeNode = z.infer<typeof OrgKnowledgeNodeSchema>
+```
+
+### `OrgKnowledgeKind`
+
+```typescript
+export type OrgKnowledgeKind = z.infer<typeof OrgKnowledgeKindSchema>
+```
+
+### `OrganizationModelIconToken`
+
+```typescript
+export type OrganizationModelIconToken = z.infer<typeof OrganizationModelIconTokenSchema>
+```
+
+### `OrganizationModelBuiltinIconToken`
+
+```typescript
+export type OrganizationModelBuiltinIconToken = z.infer<typeof OrganizationModelBuiltinIconTokenSchema>
+```
+
 ### `DeepPartial`
 
 ```typescript
-export type DeepPartial<T> =
+export type DeepPartial<T> =
   T extends Array<infer U> ? Array<DeepPartial<U>> : T extends object ? { [K in keyof T]?: DeepPartial<T[K]> } : T
 ```
 
 ## Feature System
 
+### `ElevasisOrganizationModel`
+
+```typescript
+export type ElevasisOrganizationModel = Omit<OrganizationModel, 'knowledge'> & {
+  knowledge?: OrganizationModel['knowledge']
+}
+```
+
 ### `FeatureSidebarComponent`
 
 ```typescript
@@ -327,7 +365,7 @@ export interface OrganizationGraphContextValue {
 ```typescript
 export interface ElevasisFeaturesProviderProps {
   features: FeatureModule[]
-  organizationModel?: OrganizationModel
+  organizationModel?: ElevasisOrganizationModel
   timeRange?: TimeRange
   operationsApiUrl?: string
   operationsSSEManager?: SSEConnectionManagerLike
@@ -812,73 +850,73 @@ export interface DeploymentSpec {
 ### `AcqCompany`
 
 ```typescript
-/**
- * Company record in the acquisition database.
- * Contains enriched company data from various sources.
- * Transformed from AcqCompanyRow with camelCase properties.
- */
-export interface AcqCompany {
-  id: string
-  organizationId: string
-  name: string
-  domain: string | null
-  linkedinUrl: string | null
-  website: string | null
-  numEmployees: number | null
-  foundedYear: number | null
-  locationCity: string | null
-  locationState: string | null
-  category: string | null
-  categoryPain: string | null
-  segment: string | null
-  pipelineStatus: CompanyPipelineStatus | null
-  enrichmentData: CompanyEnrichmentData | null
-  source: string | null
-  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
+/**
+ * Company record in the acquisition database.
+ * Contains enriched company data from various sources.
+ * Transformed from AcqCompanyRow with camelCase properties.
+ */
+export interface AcqCompany {
+  id: string
+  organizationId: string
+  name: string
+  domain: string | null
+  linkedinUrl: string | null
+  website: string | null
+  numEmployees: number | null
+  foundedYear: number | null
+  locationCity: string | null
+  locationState: string | null
+  category: string | null
+  categoryPain: string | null
+  segment: string | null
+  pipelineStatus: CompanyPipelineStatus | null
+  enrichmentData: CompanyEnrichmentData | null
+  source: string | null
+  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
 }
 ```
 
 ### `AcqContact`
 
 ```typescript
-/**
- * Contact record in the acquisition database.
- * Contains enriched contact data and personalization content.
- * Transformed from AcqContactRow with camelCase properties.
- */
-export interface AcqContact {
-  id: string
-  organizationId: string
-  companyId: string | null
-  email: string
-  emailValid: 'VALID' | 'INVALID' | 'RISKY' | 'UNKNOWN' | null
-  firstName: string | null
-  lastName: string | null
-  linkedinUrl: string | null
-  title: string | null
-  headline: string | null
-  filterReason: string | null
-  openingLine: string | null
-  source: string | null
-  sourceId: string | null
-  pipelineStatus: ContactPipelineStatus | null
-  enrichmentData: ContactEnrichmentData | null
-  /** Attio Person record ID - set when contact responds and is added to CRM */
-  attioPersonId: string | null
-  batchId: string | null
-  status: 'active' | 'invalid'
-  createdAt: Date
-  updatedAt: Date
+/**
+ * Contact record in the acquisition database.
+ * Contains enriched contact data and personalization content.
+ * Transformed from AcqContactRow with camelCase properties.
+ */
+export interface AcqContact {
+  id: string
+  organizationId: string
+  companyId: string | null
+  email: string
+  emailValid: 'VALID' | 'INVALID' | 'RISKY' | 'UNKNOWN' | null
+  firstName: string | null
+  lastName: string | null
+  linkedinUrl: string | null
+  title: string | null
+  headline: string | null
+  filterReason: string | null
+  openingLine: string | null
+  source: string | null
+  sourceId: string | null
+  pipelineStatus: ContactPipelineStatus | null
+  enrichmentData: ContactEnrichmentData | null
+  /** Attio Person record ID - set when contact responds and is added to CRM */
+  attioPersonId: string | null
+  batchId: string | null
+  status: 'active' | 'invalid'
+  createdAt: Date
+  updatedAt: Date
 }
 ```
 
@@ -888,12 +926,32 @@ 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
-export interface KanbanStageConfig {
-  color: string // Mantine color token (e.g. 'blue', 'teal')
-  label?: string // Optional display label override
+export interface KanbanStageConfig {
+  color: string // Mantine color token (e.g. 'blue', 'teal')
+  label?: string // Optional display label override
 }
 ```
 
@@ -906,46 +964,49 @@ export type KanbanBoardConfig = Partial<Record<DealStage, KanbanStageConfig>>
 ### `DealContact`
 
 ```typescript
-export interface DealContact {
-  id: string
-  first_name: string | null
-  last_name: string | null
-  email: string
-  title: string | null
-  headline: string | null
-  linkedin_url: string | null
-  pipeline_status: Record<string, unknown> | null
-  enrichment_data: Record<string, unknown> | null
-  company: {
-    id: string
-    name: string
-    domain: string | null
-    website: string | null
-    linkedin_url: string | null
-    segment: string | null
-    category: string | null
-    num_employees: number | null
-  } | null
+export interface DealContact {
+  id: string
+  first_name: string | null
+  last_name: string | null
+  email: string
+  title: string | null
+  headline: string | null
+  linkedin_url: string | null
+  pipeline_status: Record<string, unknown> | null
+  enrichment_data: Record<string, unknown> | null
+  company: {
+    id: string
+    name: string
+    domain: string | null
+    website: string | null
+    linkedin_url: string | null
+    segment: string | null
+    category: string | null
+    num_employees: number | null
+  } | null
 }
 ```
 
 ### `DealFilters`
 
 ```typescript
-export interface DealFilters {
-  stage?: DealStage
-  search?: string
-  limit?: number
-  offset?: number
+export interface DealFilters {
+  stage?: DealStage
+  search?: string
+  limit?: number
+  offset?: number
 }
 ```
 
 ### `DealListItem`
 
 ```typescript
-/** Deal list item with joined contact and company data */
-export interface DealListItem extends AcqDealRow {
-  contact: DealContact | null
+/** Deal list item with joined contact and company data */
+export interface DealListItem extends AcqDealRow {
+  priority: DealPriority
+  ownership: 'us' | 'them' | null
+  nextAction: string | null
+  contact: DealContact | null
 }
 ```
 
@@ -958,31 +1019,91 @@ export type DealDetail = DealListItem
 ### `AcqDealTaskKind`
 
 ```typescript
-/** Task kind options for a deal task (human follow-up action type) */
+/** Task kind options for a deal task (human follow-up action type) */
 export type AcqDealTaskKind = 'call' | 'email' | 'meeting' | 'other'
 ```
 
 ### `AcqDealTask`
 
 ```typescript
-/**
- * A CRM to-do item attached to a deal representing a human follow-up action.
- * Transformed from AcqDealTaskRow with camelCase properties.
- */
-export interface AcqDealTask {
-  id: string
-  organizationId: string
-  dealId: string
-  title: string
-  description: string | null
-  kind: AcqDealTaskKind
-  dueAt: string | null
-  assigneeUserId: string | null
-  completedAt: string | null
-  completedByUserId: string | null
-  createdAt: string
-  updatedAt: string
-  createdByUserId: string | null
+/**
+ * A CRM to-do item attached to a deal representing a human follow-up action.
+ * Transformed from AcqDealTaskRow with camelCase properties.
+ */
+export interface AcqDealTask {
+  id: string
+  organizationId: string
+  dealId: string
+  title: string
+  description: string | null
+  kind: AcqDealTaskKind
+  dueAt: string | null
+  assigneeUserId: string | null
+  completedAt: string | null
+  completedByUserId: string | null
+  createdAt: string
+  updatedAt: string
+  createdByUserId: string | null
+}
+```
+
+### `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
 }
 ```
 
@@ -1141,6 +1262,20 @@ export const DealContactSummarySchema = z.object({
 })
 ```
 
+### `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
@@ -1173,6 +1308,9 @@ export const DealListItemSchema = z.object({
   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()
 })
@@ -1194,9 +1332,11 @@ export const DealListResponseSchema = z.object({
 ```typescript
 /**
  * Deal detail shape — currently the same as a list item (full joined record).
- * useDealDetail returns DealDetail which is typed as DealListItem.
+ * Additive fields keep existing DealListItem callers compatible.
  */
-export const DealDetailResponseSchema = DealListItemSchema
+export const DealDetailResponseSchema = DealListItemSchema.extend({
+  conversation: DealConversationSchema
+})
 ```
 
 ### `DealNoteResponseSchema`
@@ -1274,9 +1414,11 @@ export const DealSchemas = {
   ExecuteActionRequest: ExecuteActionRequestSchema,
 
   // Responses
+  DealPriority: DealPrioritySchema,
   DealListResponse: DealListResponseSchema,
   DealSummaryResponse: DealSummaryResponseSchema,
   DealLookupResponse: DealLookupResponseSchema,
+  ConversationMessage: ConversationMessageSchema,
   DealDetailResponse: DealDetailResponseSchema,
   DealNoteResponse: DealNoteResponseSchema,
   DealNoteListResponse: DealNoteListResponseSchema,
@@ -1288,10 +1430,10 @@ export const DealSchemas = {
 ### `Action`
 
 ```typescript
-export interface Action {
-  key: string
-  label: string
-  payloadSchema?: z.ZodTypeAny
+export interface Action {
+  key: string
+  label: string
+  payloadSchema?: z.ZodTypeAny
 }
 ```
 
@@ -1310,83 +1452,84 @@ 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'
+  }
 ]
 ```
 
@@ -1414,263 +1557,263 @@ export type CrmToolMap = {
 ### `WebPost`
 
 ```typescript
-/**
- * Represents a web post from company website scraping.
- * Used for recent blog posts, news, or announcements.
- */
-export interface WebPost {
-  /** ISO date string of when the post was published */
-  date: string
-  /** Title of the web post */
-  title: string
-  /** Brief summary of the post content */
-  summary: string
-  /** AI-generated insight about the post's relevance */
-  aiInsight?: string
+/**
+ * Represents a web post from company website scraping.
+ * Used for recent blog posts, news, or announcements.
+ */
+export interface WebPost {
+  /** ISO date string of when the post was published */
+  date: string
+  /** Title of the web post */
+  title: string
+  /** Brief summary of the post content */
+  summary: string
+  /** AI-generated insight about the post's relevance */
+  aiInsight?: string
 }
 ```
 
 ### `CompanyPipelineStatus`
 
 ```typescript
-/**
- * Tracks pipeline status for a company across all processing stages.
- */
-export interface CompanyPipelineStatus {
-  acquired: boolean
-  enrichment: {
-    [source: string]: {
-      status: 'pending' | 'complete' | 'failed' | 'skipped'
-      completedAt?: string
-      error?: string
-    }
-  }
+/**
+ * Tracks pipeline status for a company across all processing stages.
+ */
+export interface CompanyPipelineStatus {
+  acquired: boolean
+  enrichment: {
+    [source: string]: {
+      status: 'pending' | 'complete' | 'failed' | 'skipped'
+      completedAt?: string
+      error?: string
+    }
+  }
 }
 ```
 
 ### `ContactPipelineStatus`
 
 ```typescript
-/**
- * Tracks pipeline status for a contact across all processing stages.
- */
-export interface ContactPipelineStatus {
-  enrichment: {
-    [source: string]: {
-      status: 'pending' | 'complete' | 'failed' | 'skipped'
-      completedAt?: string
-      error?: string
-    }
-  }
-  personalization: {
-    status: 'pending' | 'complete' | 'failed' | 'skipped'
-    completedAt?: string
-  }
-  outreach: {
-    status: 'pending' | 'sent' | 'replied' | 'bounced' | 'opted-out'
-    sentAt?: string
-    channel?: string
-    campaignId?: string
-  }
+/**
+ * Tracks pipeline status for a contact across all processing stages.
+ */
+export interface ContactPipelineStatus {
+  enrichment: {
+    [source: string]: {
+      status: 'pending' | 'complete' | 'failed' | 'skipped'
+      completedAt?: string
+      error?: string
+    }
+  }
+  personalization: {
+    status: 'pending' | 'complete' | 'failed' | 'skipped'
+    completedAt?: string
+  }
+  outreach: {
+    status: 'pending' | 'sent' | 'replied' | 'bounced' | 'opted-out'
+    sentAt?: string
+    channel?: string
+    campaignId?: string
+  }
 }
 ```
 
 ### `CompanyEnrichmentData`
 
 ```typescript
-/**
- * Enrichment data collected for a company from various sources.
- */
-export interface CompanyEnrichmentData {
-  googleMaps?: {
-    placeId?: string
-    totalScore?: number
-    reviewsCount?: number
-    address?: string
-    phone?: string
-    categoryName?: string
-    googleMapsUrl?: string
-    scrapedAt?: string
-  }
-  websiteCrawl?: {
-    companyDescription?: string
-    services?: string[]
-    specialties?: string[]
-    staff?: Array<{ name: string; title?: string; email?: string }>
-    automationGaps?: string[]
-    targetAudience?: string
-    category?: string
-    segment?: string
-    recentWin?: string
-    emailCount?: number
-    pageCount?: number
-    totalChars?: number
-    crawledAt?: string
-    extractedAt?: string
-  }
-  website?: {
-    missionVision?: string
-    uniqueAttributes?: string
-    coreOfferings?: string
-    targetAudience?: string
-    companyValues?: string
-    businessDescription?: string
-    recentPosts?: Array<{ date?: string; title?: string; summary?: string; aiInsight?: string }>
-  }
-  tomba?: {
-    waterfallEmail?: {
-      email: string
-      name?: string
-      title?: string
-      department?: string
-    } | null
-    genericEmail?: string | null
-    totalFound?: number
-    searchedAt?: string
-  }
+/**
+ * Enrichment data collected for a company from various sources.
+ */
+export interface CompanyEnrichmentData {
+  googleMaps?: {
+    placeId?: string
+    totalScore?: number
+    reviewsCount?: number
+    address?: string
+    phone?: string
+    categoryName?: string
+    googleMapsUrl?: string
+    scrapedAt?: string
+  }
+  websiteCrawl?: {
+    companyDescription?: string
+    services?: string[]
+    specialties?: string[]
+    staff?: Array<{ name: string; title?: string; email?: string }>
+    automationGaps?: string[]
+    targetAudience?: string
+    category?: string
+    segment?: string
+    recentWin?: string
+    emailCount?: number
+    pageCount?: number
+    totalChars?: number
+    crawledAt?: string
+    extractedAt?: string
+  }
+  website?: {
+    missionVision?: string
+    uniqueAttributes?: string
+    coreOfferings?: string
+    targetAudience?: string
+    companyValues?: string
+    businessDescription?: string
+    recentPosts?: Array<{ date?: string; title?: string; summary?: string; aiInsight?: string }>
+  }
+  tomba?: {
+    waterfallEmail?: {
+      email: string
+      name?: string
+      title?: string
+      department?: string
+    } | null
+    genericEmail?: string | null
+    totalFound?: number
+    searchedAt?: string
+  }
 }
 ```
 
 ### `ContactEnrichmentData`
 
 ```typescript
-/**
- * Enrichment data collected for a contact from various sources.
- */
-export interface ContactEnrichmentData {
-  linkedin?: {
-    summary?: string
-    pastExperience?: string
-    education?: string
-    activity?: Array<{ date?: string; content?: string }>
-  }
+/**
+ * Enrichment data collected for a contact from various sources.
+ */
+export interface ContactEnrichmentData {
+  linkedin?: {
+    summary?: string
+    pastExperience?: string
+    education?: string
+    activity?: Array<{ date?: string; content?: string }>
+  }
 }
 ```
 
 ### `AcqList`
 
 ```typescript
-export interface AcqList {
-  id: string
-  organizationId: string
-  name: string
-  description: string | null
-  batchIds: string[]
-  instantlyCampaignId: string | null
-  status: ListStatus
-  scrapingConfig: ScrapingConfig
-  icp: IcpRubric
-  pipelineConfig: PipelineConfig
-  metadata: Record<string, unknown>
-  launchedAt: Date | null
-  completedAt: Date | null
-  createdAt: Date
+export interface AcqList {
+  id: string
+  organizationId: string
+  name: string
+  description: string | null
+  batchIds: string[]
+  instantlyCampaignId: string | null
+  status: ListStatus
+  scrapingConfig: ScrapingConfig
+  icp: IcpRubric
+  pipelineConfig: PipelineConfig
+  metadata: AcqListMetadata
+  launchedAt: Date | null
+  completedAt: Date | null
+  createdAt: Date
 }
 ```
 
 ### `AcqCompany`
 
 ```typescript
-/**
- * Company record in the acquisition database.
- * Contains enriched company data from various sources.
- * Transformed from AcqCompanyRow with camelCase properties.
- */
-export interface AcqCompany {
-  id: string
-  organizationId: string
-  name: string
-  domain: string | null
-  linkedinUrl: string | null
-  website: string | null
-  numEmployees: number | null
-  foundedYear: number | null
-  locationCity: string | null
-  locationState: string | null
-  category: string | null
-  categoryPain: string | null
-  segment: string | null
-  pipelineStatus: CompanyPipelineStatus | null
-  enrichmentData: CompanyEnrichmentData | null
-  source: string | null
-  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
+/**
+ * Company record in the acquisition database.
+ * Contains enriched company data from various sources.
+ * Transformed from AcqCompanyRow with camelCase properties.
+ */
+export interface AcqCompany {
+  id: string
+  organizationId: string
+  name: string
+  domain: string | null
+  linkedinUrl: string | null
+  website: string | null
+  numEmployees: number | null
+  foundedYear: number | null
+  locationCity: string | null
+  locationState: string | null
+  category: string | null
+  categoryPain: string | null
+  segment: string | null
+  pipelineStatus: CompanyPipelineStatus | null
+  enrichmentData: CompanyEnrichmentData | null
+  source: string | null
+  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
 }
 ```
 
 ### `AcqContact`
 
 ```typescript
-/**
- * Contact record in the acquisition database.
- * Contains enriched contact data and personalization content.
- * Transformed from AcqContactRow with camelCase properties.
- */
-export interface AcqContact {
-  id: string
-  organizationId: string
-  companyId: string | null
-  email: string
-  emailValid: 'VALID' | 'INVALID' | 'RISKY' | 'UNKNOWN' | null
-  firstName: string | null
-  lastName: string | null
-  linkedinUrl: string | null
-  title: string | null
-  headline: string | null
-  filterReason: string | null
-  openingLine: string | null
-  source: string | null
-  sourceId: string | null
-  pipelineStatus: ContactPipelineStatus | null
-  enrichmentData: ContactEnrichmentData | null
-  /** Attio Person record ID - set when contact responds and is added to CRM */
-  attioPersonId: string | null
-  batchId: string | null
-  status: 'active' | 'invalid'
-  createdAt: Date
-  updatedAt: Date
+/**
+ * Contact record in the acquisition database.
+ * Contains enriched contact data and personalization content.
+ * Transformed from AcqContactRow with camelCase properties.
+ */
+export interface AcqContact {
+  id: string
+  organizationId: string
+  companyId: string | null
+  email: string
+  emailValid: 'VALID' | 'INVALID' | 'RISKY' | 'UNKNOWN' | null
+  firstName: string | null
+  lastName: string | null
+  linkedinUrl: string | null
+  title: string | null
+  headline: string | null
+  filterReason: string | null
+  openingLine: string | null
+  source: string | null
+  sourceId: string | null
+  pipelineStatus: ContactPipelineStatus | null
+  enrichmentData: ContactEnrichmentData | null
+  /** Attio Person record ID - set when contact responds and is added to CRM */
+  attioPersonId: string | null
+  batchId: string | null
+  status: 'active' | 'invalid'
+  createdAt: Date
+  updatedAt: Date
 }
 ```
 
 ### `ListTelemetry`
 
 ```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.
  */
-export interface ListTelemetry {
-  listId: string
-  totalCompanies: number
-  totalContacts: number
-  stageCounts: {
-    populated: number
-    extracted: number
-    qualified: number
-    discovered: number
-    verified: number
-    personalized: number
-    uploaded: number
-  }
-  deliverability: {
-    valid: number
-    risky: number
-    invalid: number
-    unknown: number
-    bounced: number
-  }
-  /** Reserved -- active workflow IDs associated with this list. */
-  activeWorkflows?: string[]
+export interface ListTelemetry {
+  listId: string
+  totalCompanies: number
+  totalContacts: number
+  stageCounts: {
+    populated: number
+    extracted: number
+    qualified: number
+    discovered: number
+    verified: number
+    personalized: number
+    uploaded: number
+  }
+  deliverability: {
+    valid: number
+    risky: number
+    invalid: number
+    unknown: number
+    bounced: number
+  }
+  /** Reserved -- active workflow IDs associated with this list. */
+  activeWorkflows?: string[]
 }
 ```
 
@@ -1728,6 +1871,7 @@ export const CreateListRequestSchema = z
     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()
@@ -1742,11 +1886,24 @@ 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()
+    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, {
-    message: 'At least one field (name, description, or batchIds) must be provided'
+  .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']
   })
 ```
 
@@ -1823,12 +1980,11 @@ export const AcqListResponseSchema = z.object({
   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()),
+  metadata: AcqListMetadataSchema,
   launchedAt: z.string().nullable(),
   completedAt: z.string().nullable(),
   createdAt: z.string(),
@@ -1872,7 +2028,8 @@ export const ListExecutionSummarySchema = z.object({
   status: z.string(),
   createdAt: z.string(),
   completedAt: z.string().nullable(),
-  durationMs: z.number().int().nullable()
+  durationMs: z.number().int().nullable(),
+  input: z.unknown().nullable().optional()
 })
 ```
 
@@ -2362,6 +2519,9 @@ export const AcqListSchemas = {
   IcpRubric: IcpRubricSchema,
   PipelineConfig: PipelineConfigSchema,
   PipelineStage: PipelineStageSchema,
+  BuildPlanSnapshot: BuildPlanSnapshotSchema,
+  BuildPlanSnapshotStep: BuildPlanSnapshotStepSchema,
+  AcqListMetadata: AcqListMetadataSchema,
   ProcessingStageStatus: ProcessingStageStatusSchema,
   ListStageCounts: ListStageCountsSchema,
   ListTelemetry: ListTelemetrySchema,
@@ -2592,97 +2752,98 @@ export const LEAD_GEN_PIPELINE_DEFINITIONS: Record<string, StatefulPipelineDefin
 ### `PaginationParams`
 
 ```typescript
-export interface PaginationParams {
-  limit: number
-  offset: number
+export interface PaginationParams {
+  limit: number
+  offset: number
 }
 ```
 
 ### `PaginatedResult`
 
 ```typescript
-export interface PaginatedResult<T> {
-  data: T[]
-  total: number
-  limit: number
-  offset: number
+export interface PaginatedResult<T> {
+  data: T[]
+  total: number
+  limit: number
+  offset: number
 }
 ```
 
 ### `CreateListParams`
 
 ```typescript
-export interface CreateListParams {
-  organizationId: string
-  name: string
-  description?: string
-  type?: string
-  batchIds?: string[]
-  instantlyCampaignId?: string
-  status?: ListStatus
-  metadata?: Record<string, unknown>
-  scrapingConfig?: ScrapingConfig
-  icp?: IcpRubric
-  pipelineConfig?: PipelineConfig
+export interface CreateListParams {
+  organizationId: string
+  name: string
+  description?: string
+  type?: string
+  batchIds?: string[]
+  instantlyCampaignId?: string
+  status?: ListStatus
+  buildTemplateId?: string
+  metadata?: Record<string, unknown>
+  scrapingConfig?: ScrapingConfig
+  icp?: IcpRubric
+  pipelineConfig?: PipelineConfig
 }
 ```
 
 ### `UpdateListParams`
 
 ```typescript
-export interface UpdateListParams {
-  name?: string
-  description?: string
-  batchIds?: string[]
+export interface UpdateListParams {
+  name?: string
+  description?: string
+  batchIds?: string[]
 }
 ```
 
 ### `CreateCompanyParams`
 
 ```typescript
-export interface CreateCompanyParams {
-  organizationId: string
-  name: string
-  domain?: string
-  linkedinUrl?: string
-  website?: string
-  numEmployees?: number
-  foundedYear?: number
-  locationCity?: string
-  locationState?: string
-  category?: string
-  source?: string
-  batchId?: string
-  verticalResearch?: string
+export interface CreateCompanyParams {
+  organizationId: string
+  name: string
+  domain?: string
+  linkedinUrl?: string
+  website?: string
+  numEmployees?: number
+  foundedYear?: number
+  locationCity?: string
+  locationState?: string
+  category?: string
+  source?: string
+  batchId?: string
+  verticalResearch?: string
 }
 ```
 
 ### `UpdateCompanyParams`
 
 ```typescript
-export interface UpdateCompanyParams {
-  name?: string
-  domain?: string
-  linkedinUrl?: string
-  website?: string
-  numEmployees?: number
-  foundedYear?: number
-  locationCity?: string
-  locationState?: string
-  category?: string
-  segment?: string
-  pipelineStatus?: Record<string, unknown>
-  enrichmentData?: Record<string, unknown>
-  source?: string
-  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
+export interface UpdateCompanyParams {
+  name?: string
+  domain?: string
+  linkedinUrl?: string
+  website?: string
+  numEmployees?: number
+  foundedYear?: number
+  locationCity?: string
+  locationState?: string
+  category?: string
+  segment?: string
+  pipelineStatus?: Record<string, unknown>
+  enrichmentData?: Record<string, unknown>
+  source?: string
+  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
 }
 ```
 
@@ -2695,56 +2856,57 @@ export type UpsertCompanyParams = CreateCompanyParams
 ### `CompanyFilters`
 
 ```typescript
-export interface CompanyFilters {
-  listId?: string // Filter to companies in a specific list (via acq_list_companies)
-  search?: string
-  domain?: string
-  website?: string
-  segment?: string
-  category?: string
-  pipelineStatus?: Record<string, unknown>
-  /** Exclude companies whose pipeline_status contains this value (PostgREST NOT contains) */
-  pipelineStatusNot?: Record<string, unknown>
-  batchId?: string
-  status?: 'active' | 'invalid'
-  includeAll?: boolean
-  excludeColumns?: Array<'enrichmentData' | 'pipelineStatus'>
+export interface CompanyFilters {
+  listId?: string // Filter to companies in a specific list (via acq_list_companies)
+  search?: string
+  domain?: string
+  website?: string
+  segment?: string
+  category?: string
+  pipelineStatus?: Record<string, unknown>
+  /** Exclude companies whose pipeline_status contains this value (PostgREST NOT contains) */
+  pipelineStatusNot?: Record<string, unknown>
+  batchId?: string
+  status?: 'active' | 'invalid'
+  includeAll?: boolean
+  excludeColumns?: Array<'enrichmentData' | 'pipelineStatus'>
+  limit?: number
 }
 ```
 
 ### `CreateContactParams`
 
 ```typescript
-export interface CreateContactParams {
-  organizationId: string
-  email: string
-  companyId?: string
-  firstName?: string
-  lastName?: string
-  linkedinUrl?: string
-  title?: string
-  source?: string
-  sourceId?: string
-  batchId?: string
+export interface CreateContactParams {
+  organizationId: string
+  email: string
+  companyId?: string
+  firstName?: string
+  lastName?: string
+  linkedinUrl?: string
+  title?: string
+  source?: string
+  sourceId?: string
+  batchId?: string
 }
 ```
 
 ### `UpdateContactParams`
 
 ```typescript
-export interface UpdateContactParams {
-  companyId?: string
-  emailValid?: 'VALID' | 'INVALID' | 'RISKY' | 'UNKNOWN'
-  firstName?: string
-  lastName?: string
-  linkedinUrl?: string
-  title?: string
-  headline?: string
-  filterReason?: string
-  openingLine?: string
-  pipelineStatus?: Record<string, unknown>
-  enrichmentData?: Record<string, unknown>
-  status?: 'active' | 'invalid'
+export interface UpdateContactParams {
+  companyId?: string
+  emailValid?: 'VALID' | 'INVALID' | 'RISKY' | 'UNKNOWN'
+  firstName?: string
+  lastName?: string
+  linkedinUrl?: string
+  title?: string
+  headline?: string
+  filterReason?: string
+  openingLine?: string
+  pipelineStatus?: Record<string, unknown>
+  enrichmentData?: Record<string, unknown>
+  status?: 'active' | 'invalid'
 }
 ```
 
@@ -2757,87 +2919,87 @@ export type UpsertContactParams = CreateContactParams
 ### `ContactFilters`
 
 ```typescript
-export interface ContactFilters {
-  listId?: string // Filter to contacts in a specific list (via acq_list_members)
-  search?: string
-  openingLineIsNull?: boolean // Filter to contacts without personalization
-  pipelineStatus?: Record<string, unknown>
-  batchId?: string
-  contactStatus?: 'active' | 'invalid' // Filter by contact status (soft-delete flag)
+export interface ContactFilters {
+  listId?: string // Filter to contacts in a specific list (via acq_list_members)
+  search?: string
+  openingLineIsNull?: boolean // Filter to contacts without personalization
+  pipelineStatus?: Record<string, unknown>
+  batchId?: string
+  contactStatus?: 'active' | 'invalid' // Filter by contact status (soft-delete flag)
 }
 ```
 
 ### `UpsertSocialPostParams`
 
 ```typescript
-export interface UpsertSocialPostParams {
-  organizationId: string
-  platform: string
-  platformPostId: string
-  authorName: string
-  authorUrl?: string | null
-  postTitle: string
-  postText: string
-  postUrl: string
-  engagementCount?: number
-  commentsCount?: number
-  postedAt: string
-  metadata?: Record<string, unknown>
-  relevanceScore?: number
-  matchedKeywords?: string[]
-  matchedQuery?: string | null
-  initialDraft?: string | null
-  finalResponse?: string | null
-  sourceCategory?: string | null
+export interface UpsertSocialPostParams {
+  organizationId: string
+  platform: string
+  platformPostId: string
+  authorName: string
+  authorUrl?: string | null
+  postTitle: string
+  postText: string
+  postUrl: string
+  engagementCount?: number
+  commentsCount?: number
+  postedAt: string
+  metadata?: Record<string, unknown>
+  relevanceScore?: number
+  matchedKeywords?: string[]
+  matchedQuery?: string | null
+  initialDraft?: string | null
+  finalResponse?: string | null
+  sourceCategory?: string | null
 }
 ```
 
 ### `UpsertSocialPostsParams`
 
 ```typescript
-export interface UpsertSocialPostsParams {
-  organizationId: string
-  posts: Omit<UpsertSocialPostParams, 'organizationId'>[]
+export interface UpsertSocialPostsParams {
+  organizationId: string
+  posts: Omit<UpsertSocialPostParams, 'organizationId'>[]
 }
 ```
 
 ### `UpsertSocialPostsResult`
 
 ```typescript
-export interface UpsertSocialPostsResult {
-  inserted: number
-  duplicatesSkipped: number
+export interface UpsertSocialPostsResult {
+  inserted: number
+  duplicatesSkipped: number
 }
 ```
 
 ### `AddContactsToListParams`
 
 ```typescript
-export interface AddContactsToListParams {
-  organizationId: string
-  listId: string
-  contactIds: string[]
+export interface AddContactsToListParams {
+  organizationId: string
+  listId: string
+  contactIds: string[]
 }
 ```
 
 ### `AddContactsToListResult`
 
 ```typescript
-export interface AddContactsToListResult {
-  added: number
-  alreadyExisted: number
+export interface AddContactsToListResult {
+  added: number
+  alreadyExisted: number
 }
 ```
 
 ### `UpdateListConfigParams`
 
 ```typescript
-export interface UpdateListConfigParams {
-  organizationId: string
-  listId: string
-  scrapingConfig?: ScrapingConfig
-  icp?: IcpRubric
-  pipelineConfig?: PipelineConfig
+export interface UpdateListConfigParams {
+  organizationId: string
+  listId: string
+  scrapingConfig?: ScrapingConfig
+  icp?: IcpRubric
+  pipelineConfig?: PipelineConfig
 }
 ```
 
@@ -2870,117 +3032,117 @@ export interface UpdateContactStageParams {
 ### `AddCompaniesToListParams`
 
 ```typescript
-export interface AddCompaniesToListParams {
-  organizationId: string
-  listId: string
-  companyIds: string[]
+export interface AddCompaniesToListParams {
+  organizationId: string
+  listId: string
+  companyIds: string[]
 }
 ```
 
 ### `AddCompaniesToListResult`
 
 ```typescript
-export interface AddCompaniesToListResult {
-  added: number
-  alreadyExisted: number
+export interface AddCompaniesToListResult {
+  added: number
+  alreadyExisted: number
 }
 ```
 
 ### `RemoveCompaniesFromListParams`
 
 ```typescript
-export interface RemoveCompaniesFromListParams {
-  organizationId: string
-  listId: string
-  companyIds: string[]
+export interface RemoveCompaniesFromListParams {
+  organizationId: string
+  listId: string
+  companyIds: string[]
 }
 ```
 
 ### `RemoveCompaniesFromListResult`
 
 ```typescript
-export interface RemoveCompaniesFromListResult {
-  removed: number
+export interface RemoveCompaniesFromListResult {
+  removed: number
 }
 ```
 
 ### `RecordListExecutionParams`
 
 ```typescript
-export interface RecordListExecutionParams {
-  organizationId: string
-  listId: string
-  executionId: string
-  configSnapshot?: Record<string, unknown>
+export interface RecordListExecutionParams {
+  organizationId: string
+  listId: string
+  executionId: string
+  configSnapshot?: Record<string, unknown>
 }
 ```
 
 ### `ListExecutionSummary`
 
 ```typescript
-export interface ListExecutionSummary {
-  executionId: string
-  resourceId: string
-  status: string
-  createdAt: string
-  completedAt: string | null
-  durationMs: number | null
+export interface ListExecutionSummary {
+  executionId: string
+  resourceId: string
+  status: string
+  createdAt: string
+  completedAt: string | null
+  durationMs: number | null
 }
 ```
 
 ### `BulkImportParams`
 
 ```typescript
-export interface BulkImportParams {
-  organizationId: string
-  contacts: CreateContactParams[]
-  listId?: string
+export interface BulkImportParams {
+  organizationId: string
+  contacts: CreateContactParams[]
+  listId?: string
 }
 ```
 
 ### `BulkImportResult`
 
 ```typescript
-export interface BulkImportResult {
-  created: number
-  updated: number
-  errors: Array<{ email: string; error: string }>
+export interface BulkImportResult {
+  created: number
+  updated: number
+  errors: Array<{ email: string; error: string }>
 }
 ```
 
 ### `BulkImportCompanyEntry`
 
 ```typescript
-export interface BulkImportCompanyEntry {
-  name: string
-  domain: string
-  website?: string
-  locationCity?: string
-  locationState?: string
-  category?: string
-  source?: string
-  enrichmentData?: Record<string, unknown>
-  pipelineStatus?: Record<string, unknown>
+export interface BulkImportCompanyEntry {
+  name: string
+  domain: string
+  website?: string
+  locationCity?: string
+  locationState?: string
+  category?: string
+  source?: string
+  enrichmentData?: Record<string, unknown>
+  pipelineStatus?: Record<string, unknown>
 }
 ```
 
 ### `BulkImportCompaniesParams`
 
 ```typescript
-export interface BulkImportCompaniesParams {
-  organizationId: string
-  batchId: string
-  companies: BulkImportCompanyEntry[]
+export interface BulkImportCompaniesParams {
+  organizationId: string
+  batchId: string
+  companies: BulkImportCompanyEntry[]
 }
 ```
 
 ### `BulkImportCompaniesResult`
 
 ```typescript
-export interface BulkImportCompaniesResult {
-  created: number
-  skipped: number
-  errors: Array<{ companyName: string; error: string }>
+export interface BulkImportCompaniesResult {
+  created: number
+  skipped: number
+  errors: Array<{ companyName: string; error: string }>
 }
 ```
 
@@ -3045,6 +3207,7 @@ 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: {
@@ -3142,3 +3305,74 @@ export type ListToolMap = {
   }
 }
 ```
+
+## Knowledge Platform Primitives
+
+### `KnowledgeLinkSchema`
+
+```typescript
+export const KnowledgeLinkSchema = z.object({
+  nodeId: NodeIdStringSchema
+})
+```
+
+### `OrgKnowledgeKindSchema`
+
+```typescript
+export const OrgKnowledgeKindSchema = z.enum(['playbook', 'strategy', 'reference'])
+```
+
+### `OrgKnowledgeNodeSchema`
+
+```typescript
+export const OrgKnowledgeNodeSchema = z.object({
+  id: ModelIdSchema,
+  kind: OrgKnowledgeKindSchema,
+  title: z.string().trim().min(1).max(200),
+  summary: z.string().trim().min(1).max(1000),
+  icon: IconNameSchema.optional(),
+  /** Raw MDX string. Phase 2 will introduce a structured block format. */
+  body: z.string().trim().min(1),
+  /**
+   * Graph links to other OM nodes this knowledge node governs.
+   * Each link emits a `governs` edge: knowledge-node -> target node.
+   */
+  links: z.array(KnowledgeLinkSchema).default([]),
+  /** Identifiers of the roles or members who own this knowledge node. */
+  ownerIds: z.array(ModelIdSchema).default([]),
+  /** ISO date string (YYYY-MM-DD or full ISO 8601) of last meaningful update. */
+  updatedAt: z.string().trim().min(1).max(50)
+})
+```
+
+### `KnowledgeDomainSchema`
+
+```typescript
+export const KnowledgeDomainSchema = z.object({
+  nodes: z.array(OrgKnowledgeNodeSchema).default([])
+})
+```
+
+### `OrgKnowledgeNode`
+
+```typescript
+export type OrgKnowledgeNode = z.infer<typeof OrgKnowledgeNodeSchema>
+```
+
+### `OrgKnowledgeKind`
+
+```typescript
+export type OrgKnowledgeKind = z.infer<typeof OrgKnowledgeKindSchema>
+```
+
+### `KnowledgeLink`
+
+```typescript
+export type KnowledgeLink = z.infer<typeof KnowledgeLinkSchema>
+```
+
+### `KnowledgeDomain`
+
+```typescript
+export type KnowledgeDomain = z.infer<typeof KnowledgeDomainSchema>
+```