@elevasis/sdk 1.18.0 → 1.20.0

package/dist/test-utils/index.js

@@ -6529,6 +6529,7 @@ var ORGANIZATION_MODEL_ICON_TOKENS = [
   "knowledge.reference",
   "feature.dashboard",
   "feature.calendar",
+  "feature.business",
   "feature.sales",
   "feature.crm",
   "feature.finance",
@@ -6650,6 +6651,63 @@ z.object({
   defaultPipelineId: ModelIdSchema,
   pipelines: z.array(SalesPipelineSchema).min(1)
 });
+var CRM_DISCOVERY_REPLIED_STATE = {
+  stateKey: "discovery_replied",
+  label: "Discovery Replied"
+};
+var CRM_DISCOVERY_LINK_SENT_STATE = {
+  stateKey: "discovery_link_sent",
+  label: "Discovery Link Sent"
+};
+var CRM_DISCOVERY_NUDGING_STATE = {
+  stateKey: "discovery_nudging",
+  label: "Discovery Nudging"
+};
+var CRM_DISCOVERY_BOOKING_CANCELLED_STATE = {
+  stateKey: "discovery_booking_cancelled",
+  label: "Discovery Booking Cancelled"
+};
+var CRM_REPLY_SENT_STATE = {
+  stateKey: "reply_sent",
+  label: "Reply Sent"
+};
+var CRM_FOLLOWUP_1_SENT_STATE = {
+  stateKey: "followup_1_sent",
+  label: "Follow-up 1 Sent"
+};
+var CRM_FOLLOWUP_2_SENT_STATE = {
+  stateKey: "followup_2_sent",
+  label: "Follow-up 2 Sent"
+};
+var CRM_FOLLOWUP_3_SENT_STATE = {
+  stateKey: "followup_3_sent",
+  label: "Follow-up 3 Sent"
+};
+var CRM_PIPELINE_DEFINITION = {
+  pipelineKey: "crm",
+  stages: [
+    {
+      stageKey: "interested",
+      label: "Interested",
+      color: "blue",
+      states: [
+        CRM_DISCOVERY_REPLIED_STATE,
+        CRM_DISCOVERY_LINK_SENT_STATE,
+        CRM_DISCOVERY_NUDGING_STATE,
+        CRM_DISCOVERY_BOOKING_CANCELLED_STATE,
+        CRM_REPLY_SENT_STATE,
+        CRM_FOLLOWUP_1_SENT_STATE,
+        CRM_FOLLOWUP_2_SENT_STATE,
+        CRM_FOLLOWUP_3_SENT_STATE
+      ]
+    },
+    { stageKey: "proposal", label: "Proposal", color: "yellow", states: [] },
+    { stageKey: "closing", label: "Closing", color: "orange", states: [] },
+    { stageKey: "closed_won", label: "Closed Won", color: "green", states: [] },
+    { stageKey: "closed_lost", label: "Closed Lost", color: "red", states: [] },
+    { stageKey: "nurturing", label: "Nurturing", color: "grape", states: [] }
+  ]
+};
 var LEAD_GEN_STAGE_CATALOG = {
   // Prospecting — company population
   scraped: {
@@ -6666,6 +6724,13 @@ var LEAD_GEN_STAGE_CATALOG = {
     order: 2,
     entity: "company"
   },
+  crawled: {
+    key: "crawled",
+    label: "Websites crawled",
+    description: "Company websites have been crawled (e.g. via Apify) and raw page content stored for downstream LLM analysis.",
+    order: 2.5,
+    entity: "company"
+  },
   extracted: {
     key: "extracted",
     label: "Websites analyzed",
@@ -6685,7 +6750,9 @@ var LEAD_GEN_STAGE_CATALOG = {
     label: "Decision-makers found",
     description: "Decision-maker contacts discovered and attached to a qualified company.",
     order: 6,
-    entity: "company"
+    entity: "company",
+    recordEntity: "contact",
+    recordStageKey: "discovered"
   },
   // Prospecting — contact discovery
   discovered: {
@@ -6723,7 +6790,8 @@ var LEAD_GEN_STAGE_CATALOG = {
     label: "Reviewed and exported",
     description: "Approved records have been reviewed and exported for handoff.",
     order: 10,
-    entity: "contact"
+    entity: "company",
+    additionalEntities: ["contact"]
   },
   interested: {
     key: "interested",
@@ -6737,18 +6805,47 @@ var LEAD_GEN_STAGE_CATALOG = {
 // ../core/src/organization-model/domains/prospecting.ts
 var ProspectingLifecycleStageSchema = DisplayMetadataSchema.extend({
   id: ModelIdSchema,
-  order: z.number().int().min(0)
+  order: z.number().min(0)
+});
+var RecordColumnConfigSchema = z.object({
+  key: ModelIdSchema,
+  label: z.string().trim().min(1).max(120),
+  path: z.string().trim().min(1).max(500),
+  width: z.union([z.number().positive(), z.string().trim().min(1).max(100)]).optional(),
+  renderType: z.enum(["text", "badge", "datetime", "count", "json"]).optional(),
+  badgeColor: z.string().trim().min(1).max(40).optional()
+});
+var RecordColumnsConfigSchema = z.object({
+  company: z.array(RecordColumnConfigSchema).optional(),
+  contact: z.array(RecordColumnConfigSchema).optional()
+}).refine((columns) => Boolean(columns.company?.length || columns.contact?.length), {
+  message: "recordColumns must include at least one entity column set"
+});
+var CredentialRequirementSchema = z.object({
+  key: ModelIdSchema,
+  provider: ModelIdSchema,
+  credentialType: z.enum(["api-key", "api-key-secret", "oauth", "webhook-secret"]),
+  label: z.string().trim().min(1).max(120),
+  required: z.boolean(),
+  selectionMode: z.enum(["single", "multiple"]).optional(),
+  inputPath: z.string().trim().min(1).max(500),
+  verifyOnRun: z.boolean().optional()
 });
 var ProspectingBuildTemplateStepSchema = DisplayMetadataSchema.extend({
   id: ModelIdSchema,
   primaryEntity: z.enum(["company", "contact"]),
   outputs: z.array(z.enum(["company", "contact", "export"])).min(1),
   stageKey: ModelIdSchema,
+  recordEntity: z.enum(["company", "contact"]).optional(),
+  recordsStageKey: ModelIdSchema.optional(),
+  recordSourceStageKey: ModelIdSchema.optional(),
   dependsOn: z.array(ModelIdSchema).optional(),
   dependencyMode: z.literal("per-record-eligibility"),
   capabilityKey: ModelIdSchema,
   defaultBatchSize: z.number().int().positive(),
-  maxBatchSize: z.number().int().positive()
+  maxBatchSize: z.number().int().positive(),
+  recordColumns: RecordColumnsConfigSchema.optional(),
+  credentialRequirements: z.array(CredentialRequirementSchema).optional()
 }).refine((step) => step.defaultBatchSize <= step.maxBatchSize, {
   message: "defaultBatchSize must be less than or equal to maxBatchSize",
   path: ["defaultBatchSize"]
@@ -6757,20 +6854,148 @@ var ProspectingBuildTemplateSchema = DisplayMetadataSchema.extend({
   id: ModelIdSchema,
   steps: z.array(ProspectingBuildTemplateStepSchema).min(1)
 });
-var CAPABILITY_REGISTRY = {
-  "lead-gen.company.source": "lgn-import-workflow",
-  "lead-gen.company.apollo-import": "lgn-01c-apollo-import-workflow",
-  "lead-gen.contact.discover": "lgn-04-email-discovery-workflow",
-  "lead-gen.contact.verify-email": "lgn-05-email-verification-workflow",
-  "lead-gen.company.website-extract": "lgn-02-website-extract-workflow",
-  "lead-gen.company.qualify": "lgn-03-company-qualification-workflow",
-  "lead-gen.company.dtc-subscription-qualify": "lgn-03b-dtc-subscription-score-workflow",
-  "lead-gen.contact.apollo-decision-maker-enrich": "lgn-04b-apollo-decision-maker-enrich-workflow",
-  "lead-gen.contact.personalize": "ist-personalization-workflow",
-  "lead-gen.review.outreach-ready": "ist-upload-contacts-workflow",
-  "lead-gen.export.list": "lgn-06-export-list-workflow",
-  "lead-gen.company.cleanup": "lgn-company-cleanup-workflow"
+var DTC_RECORD_COLUMNS = {
+  populated: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "employee-count", label: "Employees", path: "company.numEmployees", renderType: "count" },
+      { key: "apollo-industry", label: "Apollo industry", path: "company.category" },
+      { key: "location", label: "Location", path: "company.locationState" }
+    ]
+  },
+  crawled: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "page-count", label: "Pages", path: "company.enrichmentData.websiteCrawl.pageCount", renderType: "count" },
+      { key: "crawl-status", label: "Crawl status", path: "processingState.crawled.status", renderType: "badge" }
+    ]
+  },
+  extracted: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "description", label: "Description", path: "company.enrichmentData.websiteCrawl.companyDescription" },
+      { key: "services", label: "Services", path: "company.enrichmentData.websiteCrawl.services", renderType: "json" },
+      { key: "automation-gaps", label: "Automation gaps", path: "company.enrichmentData.websiteCrawl.automationGaps", renderType: "json" },
+      { key: "contact-count", label: "Contacts", path: "company.enrichmentData.websiteCrawl.emailCount", renderType: "count" }
+    ]
+  },
+  qualified: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "score", label: "Score", path: "company.qualificationScore", renderType: "badge", badgeColor: "green" },
+      { key: "signals", label: "Signals", path: "company.qualificationSignals", renderType: "json" },
+      { key: "disqualified-reason", label: "Disqualified reason", path: "processingState.qualified.data.disqualifiedReason" }
+    ]
+  },
+  decisionMakers: {
+    contact: [
+      { key: "name", label: "Name", path: "contact.name" },
+      { key: "title", label: "Title", path: "contact.title" },
+      { key: "email", label: "Email", path: "contact.email" },
+      { key: "linkedin", label: "LinkedIn", path: "contact.linkedinUrl" },
+      { key: "priority-score", label: "Priority", path: "contact.enrichmentData.apollo.priorityScore", renderType: "badge" }
+    ]
+  },
+  uploaded: {
+    company: [
+      { key: "name", label: "Company", path: "company.name" },
+      { key: "domain", label: "Domain", path: "company.domain" },
+      { key: "contacts", label: "Contacts", path: "company.enrichmentData.approvedLeadListExport.contacts", renderType: "json" },
+      { key: "score", label: "Score", path: "company.qualificationScore", renderType: "badge", badgeColor: "green" },
+      { key: "approval", label: "Approval", path: "company.enrichmentData.approvedLeadListExport.approvalStatus", renderType: "badge" }
+    ]
+  }
 };
+z.object({
+  id: ModelIdSchema,
+  label: z.string(),
+  description: z.string(),
+  resourceId: ModelIdSchema
+});
+var CAPABILITY_REGISTRY = [
+  {
+    id: "lead-gen.company.source",
+    label: "Source companies",
+    description: "Import source companies from a list provider.",
+    resourceId: "lgn-import-workflow"
+  },
+  {
+    id: "lead-gen.company.apollo-import",
+    label: "Import from Apollo",
+    description: "Pull companies and seed contact data from an Apollo search or list.",
+    resourceId: "lgn-01c-apollo-import-workflow"
+  },
+  {
+    id: "lead-gen.contact.discover",
+    label: "Discover contact emails",
+    description: "Find email addresses for contacts at qualified companies.",
+    resourceId: "lgn-04-email-discovery-workflow"
+  },
+  {
+    id: "lead-gen.contact.verify-email",
+    label: "Verify emails",
+    description: "Check email deliverability before outreach.",
+    resourceId: "lgn-05-email-verification-workflow"
+  },
+  {
+    id: "lead-gen.company.apify-crawl",
+    label: "Crawl websites",
+    description: "Crawl company websites via Apify and store raw page markdown in enrichmentData.websiteCrawl.pages for downstream LLM analysis.",
+    resourceId: "lgn-02a-apify-website-crawl-workflow"
+  },
+  {
+    id: "lead-gen.company.website-extract",
+    label: "Extract website signals",
+    description: "Scrape and analyze company websites for qualification signals.",
+    resourceId: "lgn-02-website-extract-workflow"
+  },
+  {
+    id: "lead-gen.company.qualify",
+    label: "Qualify companies",
+    description: "Score and filter companies against the ICP rubric.",
+    resourceId: "lgn-03-company-qualification-workflow"
+  },
+  {
+    id: "lead-gen.company.dtc-subscription-qualify",
+    label: "Qualify DTC subscription fit",
+    description: "Classify subscription potential and consumable-product fit for DTC brands.",
+    resourceId: "lgn-03b-dtc-subscription-score-workflow"
+  },
+  {
+    id: "lead-gen.contact.apollo-decision-maker-enrich",
+    label: "Enrich decision-makers",
+    description: "Find and enrich qualified contacts at qualified companies via Apollo.",
+    resourceId: "lgn-04b-apollo-decision-maker-enrich-workflow"
+  },
+  {
+    id: "lead-gen.contact.personalize",
+    label: "Personalize outreach",
+    description: "Generate personalized opening lines for each contact.",
+    resourceId: "ist-personalization-workflow"
+  },
+  {
+    id: "lead-gen.review.outreach-ready",
+    label: "Upload to outreach",
+    description: "Upload approved contacts to the outreach sequence after QC review.",
+    resourceId: "ist-upload-contacts-workflow"
+  },
+  {
+    id: "lead-gen.export.list",
+    label: "Export lead list",
+    description: "Export approved leads as a downloadable lead list.",
+    resourceId: "lgn-06-export-list-workflow"
+  },
+  {
+    id: "lead-gen.company.cleanup",
+    label: "Clean up companies",
+    description: "Remove disqualified or duplicate companies from the list.",
+    resourceId: "lgn-company-cleanup-workflow"
+  }
+];
 var PROSPECTING_STEPS = {
   localServices: {
     sourceCompanies: {
@@ -6868,7 +7093,45 @@ var PROSPECTING_STEPS = {
       dependencyMode: "per-record-eligibility",
       capabilityKey: "lead-gen.company.apollo-import",
       defaultBatchSize: 250,
-      maxBatchSize: 1e3
+      maxBatchSize: 1e3,
+      recordColumns: DTC_RECORD_COLUMNS.populated,
+      credentialRequirements: [
+        {
+          key: "apollo",
+          provider: "apollo",
+          credentialType: "api-key-secret",
+          label: "Apollo API key",
+          required: true,
+          selectionMode: "single",
+          inputPath: "credential"
+        }
+      ]
+    },
+    apifyCrawl: {
+      id: "apify-crawl",
+      label: "Websites crawled",
+      description: "Crawl company websites via Apify and store raw page markdown in enrichmentData.websiteCrawl.pages for downstream LLM analysis. Overwrites the synthetic seed Apollo Import wrote with real page content.",
+      primaryEntity: "company",
+      outputs: ["company"],
+      stageKey: "crawled",
+      dependsOn: ["import-apollo-search"],
+      dependencyMode: "per-record-eligibility",
+      capabilityKey: "lead-gen.company.apify-crawl",
+      defaultBatchSize: 50,
+      maxBatchSize: 100,
+      recordColumns: DTC_RECORD_COLUMNS.crawled,
+      credentialRequirements: [
+        {
+          key: "apify",
+          provider: "apify",
+          credentialType: "api-key-secret",
+          label: "Apify API token",
+          required: true,
+          selectionMode: "single",
+          inputPath: "credential",
+          verifyOnRun: true
+        }
+      ]
     },
     analyzeWebsites: {
       id: "analyze-websites",
@@ -6877,11 +7140,12 @@ var PROSPECTING_STEPS = {
       primaryEntity: "company",
       outputs: ["company"],
       stageKey: "extracted",
-      dependsOn: ["import-apollo-search"],
+      dependsOn: ["apify-crawl"],
       dependencyMode: "per-record-eligibility",
       capabilityKey: "lead-gen.company.website-extract",
       defaultBatchSize: 50,
-      maxBatchSize: 100
+      maxBatchSize: 100,
+      recordColumns: DTC_RECORD_COLUMNS.extracted
     },
     scoreDtcFit: {
       id: "score-dtc-fit",
@@ -6894,7 +7158,8 @@ var PROSPECTING_STEPS = {
       dependencyMode: "per-record-eligibility",
       capabilityKey: "lead-gen.company.dtc-subscription-qualify",
       defaultBatchSize: 100,
-      maxBatchSize: 250
+      maxBatchSize: 250,
+      recordColumns: DTC_RECORD_COLUMNS.qualified
     },
     enrichDecisionMakers: {
       id: "enrich-decision-makers",
@@ -6903,37 +7168,52 @@ var PROSPECTING_STEPS = {
       primaryEntity: "company",
       outputs: ["contact"],
       stageKey: "decision-makers-enriched",
+      recordEntity: "contact",
       dependsOn: ["score-dtc-fit"],
       dependencyMode: "per-record-eligibility",
       capabilityKey: "lead-gen.contact.apollo-decision-maker-enrich",
       defaultBatchSize: 100,
-      maxBatchSize: 250
-    },
-    verifyEmails: {
-      id: "verify-emails",
-      label: "Emails verified",
-      description: "Verify deliverability before the QC and handoff step.",
-      primaryEntity: "contact",
-      outputs: ["contact"],
-      stageKey: "verified",
-      dependsOn: ["enrich-decision-makers"],
-      dependencyMode: "per-record-eligibility",
-      capabilityKey: "lead-gen.contact.verify-email",
-      defaultBatchSize: 250,
-      maxBatchSize: 500
+      maxBatchSize: 250,
+      recordColumns: DTC_RECORD_COLUMNS.decisionMakers,
+      credentialRequirements: [
+        {
+          key: "apollo",
+          provider: "apollo",
+          credentialType: "api-key-secret",
+          label: "Apollo API key",
+          required: true,
+          selectionMode: "single",
+          inputPath: "credential"
+        }
+      ]
     },
     reviewAndExport: {
       id: "review-and-export",
       label: "Reviewed and exported",
-      description: "Operator QC approves or rejects leads, then approved records are exported as a lead list.",
+      description: "Operator QC approves or rejects qualified companies, then approved records are exported as a lead list with unverified emails.",
       primaryEntity: "company",
       outputs: ["export"],
       stageKey: "uploaded",
-      dependsOn: ["verify-emails"],
+      recordsStageKey: "uploaded",
+      recordSourceStageKey: "qualified",
+      dependsOn: ["enrich-decision-makers"],
       dependencyMode: "per-record-eligibility",
       capabilityKey: "lead-gen.export.list",
       defaultBatchSize: 100,
-      maxBatchSize: 250
+      maxBatchSize: 250,
+      recordColumns: DTC_RECORD_COLUMNS.uploaded,
+      credentialRequirements: [
+        {
+          key: "clickup",
+          provider: "clickup",
+          credentialType: "api-key-secret",
+          label: "ClickUp API token",
+          required: true,
+          selectionMode: "single",
+          inputPath: "clickupCredential",
+          verifyOnRun: true
+        }
+      ]
     }
   }
 };
@@ -6955,7 +7235,7 @@ function toProspectingLifecycleStage(stage) {
   };
 }
 function leadGenStagesForEntity(entity) {
-  return Object.values(LEAD_GEN_STAGE_CATALOG).filter((stage) => stage.entity === entity).sort((a3, b2) => a3.order - b2.order).map(toProspectingLifecycleStage);
+  return Object.values(LEAD_GEN_STAGE_CATALOG).filter((stage) => stage.entity === entity || stage.additionalEntities?.includes(entity)).sort((a3, b2) => a3.order - b2.order).map(toProspectingLifecycleStage);
 }
 var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
   companyStages: leadGenStagesForEntity("company"),
@@ -6981,10 +7261,10 @@ var DEFAULT_ORGANIZATION_MODEL_PROSPECTING = {
       description: "Prospecting pipeline for DTC subscription or subscription-ready brands where Apollo is the source and contact-enrichment layer, Elevasis handles company research and fit scoring, and approved leads export as an approved lead list.",
       steps: [
         PROSPECTING_STEPS.dtcApolloClickup.importApolloSearch,
+        PROSPECTING_STEPS.dtcApolloClickup.apifyCrawl,
         PROSPECTING_STEPS.dtcApolloClickup.analyzeWebsites,
         PROSPECTING_STEPS.dtcApolloClickup.scoreDtcFit,
         PROSPECTING_STEPS.dtcApolloClickup.enrichDecisionMakers,
-        PROSPECTING_STEPS.dtcApolloClickup.verifyEmails,
         PROSPECTING_STEPS.dtcApolloClickup.reviewAndExport
       ]
     }
@@ -7006,9 +7286,13 @@ var ProcessingStageStatusSchema = z.enum(["success", "no_result", "skipped", "er
 var LeadGenStageKeySchema = z.string().refine((value) => Object.prototype.hasOwnProperty.call(LEAD_GEN_STAGE_CATALOG, value), {
   message: "processing state key must match LEAD_GEN_STAGE_CATALOG"
 });
-var LeadGenCapabilityKeySchema = z.string().refine((value) => Object.prototype.hasOwnProperty.call(CAPABILITY_REGISTRY, value), {
+var LeadGenCapabilityKeySchema = z.string().refine((value) => CAPABILITY_REGISTRY.some((c) => c.id === value), {
   message: "capabilityKey must match CAPABILITY_REGISTRY"
 });
+var crmStageKeys = CRM_PIPELINE_DEFINITION.stages.map((stage) => stage.stageKey);
+var crmStateKeys = CRM_PIPELINE_DEFINITION.stages.flatMap((stage) => stage.states.map((state) => state.stateKey));
+var CrmStageKeySchema = z.enum(crmStageKeys);
+var CrmStateKeySchema = z.enum(crmStateKeys);
 var ProcessingStateEntrySchema = z.object({
   status: ProcessingStageStatusSchema,
   data: z.unknown().optional()
@@ -7016,7 +7300,7 @@ var ProcessingStateEntrySchema = z.object({
 var ProcessingStateSchema = z.record(LeadGenStageKeySchema, ProcessingStateEntrySchema);
 var CompanyProcessingStateSchema = ProcessingStateSchema;
 var ContactProcessingStateSchema = ProcessingStateSchema;
-var DealStageSchema = z.enum(["interested", "proposal", "closing", "closed_won", "closed_lost", "nurturing"]);
+var DealStageSchema = CrmStageKeySchema;
 var AcqDealTaskKindSchema = z.enum(["call", "email", "meeting", "other"]);
 z.object({
   dealId: UuidSchema
@@ -7027,6 +7311,9 @@ z.object({
 });
 z.object({
   stage: DealStageSchema.optional(),
+  list: UuidSchema.optional(),
+  batch: z.string().trim().min(1).max(255).optional(),
+  staleSince: z.string().datetime().optional(),
   search: z.string().optional(),
   limit: z.coerce.number().int().positive().default(50),
   offset: z.coerce.number().int().min(0).default(0)
@@ -7052,12 +7339,19 @@ z.object({
 z.object({
   pipelineKey: z.string().min(1),
   stageKey: z.string().min(1),
-  stateKey: z.string().nullable().optional(),
+  stateKey: z.string().min(1).nullable().optional(),
+  reason: z.string().optional(),
+  expectedUpdatedAt: z.string().datetime().optional()
+}).strict();
+z.object({
+  pipelineKey: z.literal(CRM_PIPELINE_DEFINITION.pipelineKey),
+  stageKey: CrmStageKeySchema,
+  stateKey: CrmStateKeySchema.nullable().optional(),
   reason: z.string().optional(),
   expectedUpdatedAt: z.string().datetime().optional()
 }).strict();
 z.object({
-  stateKey: z.string().min(1),
+  stateKey: CrmStateKeySchema,
   reason: z.string().optional(),
   expectedUpdatedAt: z.string().datetime().optional()
 }).strict();
@@ -7102,6 +7396,7 @@ var DealListItemSchema = z.object({
   // acq_deals columns
   id: z.string(),
   organization_id: z.string(),
+  client_id: z.string().nullable().optional(),
   contact_id: z.string().nullable(),
   contact_email: z.string(),
   pipeline_key: z.string(),
@@ -7182,8 +7477,31 @@ var ConversationMessageSchema = z.object({
 var DealConversationSchema = z.object({
   messages: z.array(ConversationMessageSchema)
 });
+var DealLineageListRefSchema = z.object({
+  id: z.string(),
+  name: z.string(),
+  status: z.string()
+});
+var DealLineageProjectRefSchema = z.object({
+  id: z.string(),
+  name: z.string(),
+  kind: z.string(),
+  status: z.string(),
+  updatedAt: z.string()
+});
+var DealLineageClientRefSchema = z.object({
+  id: z.string(),
+  name: z.string(),
+  status: z.string()
+});
+var DealLineageSchema = z.object({
+  list: DealLineageListRefSchema.nullable(),
+  projects: z.array(DealLineageProjectRefSchema),
+  client: DealLineageClientRefSchema.nullable()
+});
 DealListItemSchema.extend({
-  conversation: DealConversationSchema
+  conversation: DealConversationSchema,
+  lineage: DealLineageSchema.optional()
 });
 var DealNoteResponseSchema = z.object({
   id: z.string(),
@@ -7244,11 +7562,19 @@ var BuildPlanSnapshotStepSchema = z.object({
   primaryEntity: z.enum(["company", "contact"]),
   outputs: z.array(z.enum(["company", "contact", "export"])).min(1),
   stageKey: LeadGenStageKeySchema,
+  recordEntity: z.enum(["company", "contact"]).optional(),
+  recordsStageKey: LeadGenStageKeySchema.optional(),
+  recordSourceStageKey: LeadGenStageKeySchema.optional(),
   dependsOn: z.array(z.string().trim().min(1).max(100)).optional(),
   dependencyMode: z.literal("per-record-eligibility"),
   capabilityKey: LeadGenCapabilityKeySchema,
   defaultBatchSize: z.number().int().positive(),
-  maxBatchSize: z.number().int().positive()
+  maxBatchSize: z.number().int().positive(),
+  recordColumns: z.object({
+    company: z.array(RecordColumnConfigSchema).optional(),
+    contact: z.array(RecordColumnConfigSchema).optional()
+  }).optional(),
+  credentialRequirements: z.array(CredentialRequirementSchema).optional()
 }).refine((step) => step.defaultBatchSize <= step.maxBatchSize, {
   message: "defaultBatchSize must be less than or equal to maxBatchSize",
   path: ["defaultBatchSize"]
@@ -7387,6 +7713,23 @@ var AcqListResponseSchema = z.object({
 });
 z.array(AcqListResponseSchema);
 z.array(ListTelemetrySchema);
+var QueryBooleanSchema = z.preprocess((value) => {
+  if (value === "true" || value === "1" || value === true) return true;
+  if (value === "false" || value === "0" || value === false) return false;
+  return value;
+}, z.boolean());
+z.object({
+  status: ListStatusSchema.optional(),
+  batch: z.string().trim().min(1).max(255).optional(),
+  vertical: z.string().trim().min(1).max(255).optional(),
+  limit: z.coerce.number().int().min(1).max(500).optional(),
+  offset: z.coerce.number().int().min(0).optional()
+}).strict();
+z.object({
+  includeDeals: QueryBooleanSchema.default(true),
+  includeProgress: QueryBooleanSchema.default(false),
+  dealLimit: z.coerce.number().int().min(0).max(100).default(25)
+}).strict();
 var ListStageProgressSchema = z.object({
   total: z.number().int().min(0),
   attempted: z.number().int().min(0),
@@ -7397,12 +7740,48 @@ var ListStageProgressSchema = z.object({
   other: z.number().int().min(0),
   notAttempted: z.number().int().min(0)
 });
-z.object({
+var ListProgressResponseSchema = z.object({
   totalMembers: z.number().int().min(0),
   totalCompanies: z.number().int().min(0),
   byCompanyStage: z.record(z.string(), ListStageProgressSchema),
   byContactStage: z.record(z.string(), ListStageProgressSchema)
 });
+var AcqListDealRefSchema = z.object({
+  id: z.string(),
+  contactEmail: z.string(),
+  stageKey: z.string().nullable(),
+  stateKey: z.string().nullable(),
+  sourceType: z.string().nullable(),
+  lastActivityAt: z.string()
+});
+var AcqListLineageSchema = z.object({
+  deals: z.object({
+    total: z.number().int().min(0),
+    refs: z.array(AcqListDealRefSchema),
+    truncated: z.boolean()
+  })
+});
+AcqListResponseSchema.extend({
+  lineage: AcqListLineageSchema.optional(),
+  progress: ListProgressResponseSchema.optional()
+});
+var AcqListStatusListItemSchema = z.object({
+  listId: z.string(),
+  name: z.string(),
+  status: ListStatusSchema,
+  totalCompanies: z.number().int().min(0),
+  totalContacts: z.number().int().min(0),
+  totalDeals: z.number().int().min(0),
+  createdAt: z.string()
+});
+z.object({
+  totalLists: z.number().int().min(0),
+  totalCompanies: z.number().int().min(0),
+  totalContacts: z.number().int().min(0),
+  totalDeals: z.number().int().min(0),
+  byStatus: z.record(z.string(), z.number().int().min(0)),
+  lists: z.array(AcqListStatusListItemSchema)
+});
 var ListExecutionSummarySchema = z.object({
   executionId: z.string(),
   resourceId: z.string(),
@@ -7413,11 +7792,6 @@ var ListExecutionSummarySchema = z.object({
   input: z.unknown().nullable().optional()
 });
 z.array(ListExecutionSummarySchema);
-var QueryBooleanSchema = z.preprocess((value) => {
-  if (value === "true" || value === "1" || value === true) return true;
-  if (value === "false" || value === "0" || value === false) return false;
-  return value;
-}, z.boolean());
 var AcqCompanyStatusSchema = z.enum(["active", "invalid"]);
 var AcqContactStatusSchema = z.enum(["active", "invalid"]);
 var AcqEmailValidSchema = z.enum(["VALID", "INVALID", "RISKY", "UNKNOWN"]);
@@ -7452,6 +7826,7 @@ z.object({
 }).strict();
 z.object({
   name: z.string().trim().min(1).max(255),
+  clientId: UuidSchema.nullable().optional(),
   domain: z.string().trim().min(1).max(255).optional(),
   linkedinUrl: z.string().trim().url().optional(),
   website: z.string().trim().url().optional(),
@@ -7467,6 +7842,7 @@ z.object({
 }).strict();
 z.object({
   name: z.string().trim().min(1).max(255).optional(),
+  clientId: UuidSchema.nullable().optional(),
   domain: z.string().trim().min(1).max(255).optional(),
   linkedinUrl: z.string().trim().url().optional(),
   website: z.string().trim().url().optional(),
@@ -7484,13 +7860,14 @@ z.object({
   status: AcqCompanyStatusSchema.optional(),
   verticalResearch: z.string().trim().min(1).max(5e3).nullable().optional()
 }).strict().refine(
-  (data) => data.name !== void 0 || data.domain !== void 0 || data.linkedinUrl !== void 0 || data.website !== void 0 || data.numEmployees !== void 0 || data.foundedYear !== void 0 || data.locationCity !== void 0 || data.locationState !== void 0 || data.category !== void 0 || data.segment !== void 0 || data.processingState !== void 0 || data.pipelineStatus !== void 0 || data.enrichmentData !== void 0 || data.source !== void 0 || data.batchId !== void 0 || data.status !== void 0 || data.verticalResearch !== void 0,
+  (data) => data.name !== void 0 || data.clientId !== void 0 || data.domain !== void 0 || data.linkedinUrl !== void 0 || data.website !== void 0 || data.numEmployees !== void 0 || data.foundedYear !== void 0 || data.locationCity !== void 0 || data.locationState !== void 0 || data.category !== void 0 || data.segment !== void 0 || data.processingState !== void 0 || data.pipelineStatus !== void 0 || data.enrichmentData !== void 0 || data.source !== void 0 || data.batchId !== void 0 || data.status !== void 0 || data.verticalResearch !== void 0,
   {
     message: "At least one field must be provided"
   }
 );
 z.object({
   email: z.string().trim().email(),
+  clientId: UuidSchema.nullable().optional(),
   companyId: UuidSchema.optional(),
   firstName: z.string().trim().min(1).max(255).optional(),
   lastName: z.string().trim().min(1).max(255).optional(),
@@ -7503,6 +7880,7 @@ z.object({
 }).strict();
 z.object({
   companyId: UuidSchema.optional(),
+  clientId: UuidSchema.nullable().optional(),
   emailValid: AcqEmailValidSchema.optional(),
   firstName: z.string().trim().min(1).max(255).optional(),
   lastName: z.string().trim().min(1).max(255).optional(),
@@ -7516,7 +7894,7 @@ z.object({
   enrichmentData: z.record(z.string(), z.unknown()).optional(),
   status: AcqContactStatusSchema.optional()
 }).strict().refine(
-  (data) => data.companyId !== void 0 || data.emailValid !== void 0 || data.firstName !== void 0 || data.lastName !== void 0 || data.linkedinUrl !== void 0 || data.title !== void 0 || data.headline !== void 0 || data.filterReason !== void 0 || data.openingLine !== void 0 || data.processingState !== void 0 || data.pipelineStatus !== void 0 || data.enrichmentData !== void 0 || data.status !== void 0,
+  (data) => data.companyId !== void 0 || data.clientId !== void 0 || data.emailValid !== void 0 || data.firstName !== void 0 || data.lastName !== void 0 || data.linkedinUrl !== void 0 || data.title !== void 0 || data.headline !== void 0 || data.filterReason !== void 0 || data.openingLine !== void 0 || data.processingState !== void 0 || data.pipelineStatus !== void 0 || data.enrichmentData !== void 0 || data.status !== void 0,
   {
     message: "At least one field must be provided"
   }
@@ -7524,6 +7902,7 @@ z.object({
 var AcqCompanyResponseSchema = z.object({
   id: z.string(),
   organizationId: z.string(),
+  clientId: z.string().nullable().optional(),
   name: z.string(),
   domain: z.string().nullable(),
   linkedinUrl: z.string().nullable(),
@@ -7570,6 +7949,7 @@ var AcqContactCompanySummarySchema = z.object({
 var AcqContactResponseSchema = z.object({
   id: z.string(),
   organizationId: z.string(),
+  clientId: z.string().nullable().optional(),
   companyId: z.string().nullable(),
   email: z.string(),
   emailValid: AcqEmailValidSchema.nullable(),
@@ -7629,6 +8009,24 @@ z.object({
   limit: z.coerce.number().int().min(1).max(500).default(50),
   offset: z.coerce.number().int().min(0).default(0)
 }).strict();
+var ListRecordEntitySchema = z.enum(["company", "contact"]);
+z.object({
+  entity: ListRecordEntitySchema,
+  stage: LeadGenStageKeySchema.optional(),
+  limit: z.coerce.number().int().min(1).max(500).default(50),
+  offset: z.coerce.number().int().min(0).default(0)
+}).strict().superRefine((query, ctx) => {
+  if (!query.stage) return;
+  const stage = LEAD_GEN_STAGE_CATALOG[query.stage];
+  const validEntity = stage?.entity === query.entity || stage?.additionalEntities?.includes(query.entity) || stage?.recordEntity === query.entity;
+  if (!validEntity) {
+    ctx.addIssue({
+      code: z.ZodIssueCode.custom,
+      message: `stage "${query.stage}" is not valid for ${query.entity} records`,
+      path: ["stage"]
+    });
+  }
+});
 z.object({
   memberId: UuidSchema
 });
@@ -7657,6 +8055,70 @@ var AcqListMemberResponseSchema = z.object({
 z.object({
   members: z.array(AcqListMemberResponseSchema)
 });
+var AcqListRecordCompanySummarySchema = z.object({
+  id: z.string(),
+  name: z.string(),
+  domain: z.string().nullable(),
+  website: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  numEmployees: z.number().nullable(),
+  foundedYear: z.number().nullable(),
+  locationCity: z.string().nullable(),
+  locationState: z.string().nullable(),
+  category: z.string().nullable(),
+  segment: z.string().nullable(),
+  status: AcqCompanyStatusSchema,
+  qualificationScore: z.number().nullable(),
+  qualificationSignals: z.record(z.string(), z.unknown()).nullable(),
+  qualificationRubricKey: z.string().nullable()
+});
+var AcqListRecordContactSummarySchema = z.object({
+  id: z.string(),
+  email: z.string(),
+  firstName: z.string().nullable(),
+  lastName: z.string().nullable(),
+  title: z.string().nullable(),
+  headline: z.string().nullable(),
+  linkedinUrl: z.string().nullable(),
+  companyId: z.string().nullable(),
+  status: AcqContactStatusSchema,
+  qualificationScore: z.number().nullable(),
+  qualificationSignals: z.record(z.string(), z.unknown()).nullable(),
+  qualificationRubricKey: z.string().nullable()
+});
+var ListRecordBaseSchema = z.object({
+  id: z.string(),
+  listId: 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(),
+  processingState: z.record(z.string(), z.unknown()).nullable(),
+  enrichmentData: z.record(z.string(), z.unknown()).nullable()
+});
+var AcqListCompanyRecordRowSchema = ListRecordBaseSchema.extend({
+  entity: z.literal("company"),
+  companyId: z.string(),
+  company: AcqListRecordCompanySummarySchema.nullable()
+});
+var AcqListContactRecordRowSchema = ListRecordBaseSchema.extend({
+  entity: z.literal("contact"),
+  contactId: z.string(),
+  contact: AcqListRecordContactSummarySchema.nullable()
+});
+var ListRecordRowSchema = z.discriminatedUnion("entity", [
+  AcqListCompanyRecordRowSchema,
+  AcqListContactRecordRowSchema
+]);
+z.object({
+  data: z.array(ListRecordRowSchema),
+  total: z.number().int().min(0),
+  limit: z.number().int().min(1),
+  offset: z.number().int().min(0)
+});
 z.object({
   listCompanyId: UuidSchema
 });
@@ -8032,6 +8494,149 @@ var RegistryValidationError = class extends Error {
     this.name = "RegistryValidationError";
   }
 };
+function getResourceValidatorMode(explicitMode) {
+  if (explicitMode) return explicitMode;
+  const env = globalThis.process?.env;
+  return env?.ELEVASIS_RESOURCE_VALIDATOR === "warn-only" ? "warn-only" : "strict";
+}
+function addGovernanceIssue(issues, type3, orgName, resourceId, message) {
+  issues.push({
+    type: type3,
+    orgName,
+    resourceId,
+    message
+  });
+}
+function emitGovernanceIssues(issues, mode, onWarning) {
+  if (issues.length === 0) return;
+  if (mode === "strict") {
+    const first = issues[0];
+    throw new RegistryValidationError(first.orgName, first.resourceId, "organizationModel.resources", first.message);
+  }
+  const warn = onWarning ?? ((issue) => console.warn(issue.message));
+  for (const issue of issues) {
+    warn(issue);
+  }
+}
+function getRuntimeResources(resources) {
+  return [
+    ...(resources.workflows ?? []).map((workflow) => ({
+      resourceId: workflow.config.resourceId,
+      type: workflow.config.type,
+      descriptor: workflow.config.resource
+    })),
+    ...(resources.agents ?? []).map((agent) => ({
+      resourceId: agent.config.resourceId,
+      type: agent.config.type,
+      descriptor: agent.config.resource
+    })),
+    ...(resources.integrations ?? []).map((integration) => ({
+      resourceId: integration.resourceId,
+      type: integration.type,
+      descriptor: integration.resource
+    }))
+  ];
+}
+function validateResourceGovernance(orgName, deployment, organizationModel = deployment.organizationModel, options = {}) {
+  const mode = getResourceValidatorMode(options.mode);
+  const omResources = organizationModel?.resources?.entries;
+  const omSystems = organizationModel?.systems?.systems;
+  const issues = [];
+  if (!omResources || !omSystems) {
+    return { valid: true, mode, issues };
+  }
+  const systemsById = new Map(omSystems.map((system) => [system.id, system]));
+  const activeOmResources = omResources.filter((resource) => resource.status === "active");
+  const omResourcesById = new Map(activeOmResources.map((resource) => [resource.id, resource]));
+  const runtimeResources = getRuntimeResources(deployment);
+  const runtimeResourcesById = new Map(runtimeResources.map((resource) => [resource.resourceId, resource]));
+  for (const resource of activeOmResources) {
+    if (!systemsById.has(resource.systemId)) {
+      addGovernanceIssue(
+        issues,
+        "missing-om-system",
+        orgName,
+        resource.id,
+        `[${orgName}] OM resource '${resource.id}' references missing System '${resource.systemId}'.`
+      );
+    }
+    const runtimeResource = runtimeResourcesById.get(resource.id);
+    if (!runtimeResource) {
+      addGovernanceIssue(
+        issues,
+        "missing-code-resource",
+        orgName,
+        resource.id,
+        `[${orgName}] OM resource '${resource.id}' has no matching code-side resource.`
+      );
+      continue;
+    }
+    if (runtimeResource.type !== resource.kind) {
+      addGovernanceIssue(
+        issues,
+        "type-mismatch",
+        orgName,
+        resource.id,
+        `[${orgName}] Resource '${resource.id}' type mismatch: code has '${runtimeResource.type}', OM has '${resource.kind}'.`
+      );
+    }
+    if (runtimeResource.descriptor && runtimeResource.descriptor.systemId !== resource.systemId) {
+      addGovernanceIssue(
+        issues,
+        "system-mismatch",
+        orgName,
+        resource.id,
+        `[${orgName}] Resource '${resource.id}' system mismatch: code descriptor has '${runtimeResource.descriptor.systemId}', OM has '${resource.systemId}'.`
+      );
+    }
+  }
+  for (const runtimeResource of runtimeResources) {
+    const omResource = omResourcesById.get(runtimeResource.resourceId);
+    if (!omResource) {
+      addGovernanceIssue(
+        issues,
+        "missing-om-resource",
+        orgName,
+        runtimeResource.resourceId,
+        `[${orgName}] Code-side resource '${runtimeResource.resourceId}' has no active OM Resource descriptor.`
+      );
+    }
+    if (!runtimeResource.descriptor) {
+      addGovernanceIssue(
+        issues,
+        "raw-resource-id",
+        orgName,
+        runtimeResource.resourceId,
+        `[${orgName}] Code-side resource '${runtimeResource.resourceId}' authors raw resourceId/type values. Use an OM Resource descriptor and bindResourceDescriptor().`
+      );
+      continue;
+    }
+    if (runtimeResource.descriptor.id !== runtimeResource.resourceId) {
+      addGovernanceIssue(
+        issues,
+        "raw-resource-id",
+        orgName,
+        runtimeResource.resourceId,
+        `[${orgName}] Code-side resource '${runtimeResource.resourceId}' does not derive identity from its OM descriptor '${runtimeResource.descriptor.id}'.`
+      );
+    }
+    if (runtimeResource.descriptor.kind !== runtimeResource.type) {
+      addGovernanceIssue(
+        issues,
+        "type-mismatch",
+        orgName,
+        runtimeResource.resourceId,
+        `[${orgName}] Code-side resource '${runtimeResource.resourceId}' descriptor kind '${runtimeResource.descriptor.kind}' does not match runtime type '${runtimeResource.type}'.`
+      );
+    }
+  }
+  emitGovernanceIssues(issues, mode, options.onWarning);
+  return {
+    valid: issues.length === 0,
+    mode,
+    issues
+  };
+}
 function validateDeploymentSpec(orgName, resources) {
   const seenIds = /* @__PURE__ */ new Set();
   resources.workflows?.forEach((workflow) => {
@@ -8068,6 +8673,7 @@ function validateDeploymentSpec(orgName, resources) {
       validateExecutionInterface(orgName, id, agent.interface, agent.contract.inputSchema);
     }
   });
+  validateResourceGovernance(orgName, resources);
 }
 function validateResourceModelConfig(orgName, resourceId, modelConfig) {
   try {