@graph8/sdk 0.357.0 → 0.361.0

package/dist/types/core.d.ts

@@ -888,6 +888,8 @@ declare class G8 {
             category?: string;
             limit?: number;
             include_content?: boolean;
+            include_intelligence?: boolean;
+            include_research?: boolean;
         }): Promise<{
             data: import("./studio").GlobalContextDocument[];
         }>;
@@ -899,8 +901,7 @@ declare class G8 {
         }>;
         personas(params?: {
             status?: string;
-            limit
-            /** @internal */ ? /** @internal */: number;
+            limit?: number;
         }): Promise<{
             data: import("./studio").Persona[];
         }>;

package/dist/types/react.d.ts

@@ -824,6 +824,8 @@ export declare const useG8: () => {
                 category?: string;
                 limit?: number;
                 include_content?: boolean;
+                include_intelligence?: boolean;
+                include_research?: boolean;
             }): Promise<{
                 data: import("./studio").GlobalContextDocument[];
             }>;

package/dist/types/studio.d.ts

@@ -6,6 +6,18 @@ export interface GlobalContextDocument {
     metadata: Record<string, unknown> | null;
     created_at: string | null;
     updated_at: string | null;
+    /** Fields the endpoint actually returns (the ones above predate them). */
+    display_name?: string | null;
+    file_type?: string | null;
+    folder_path?: string | null;
+    status?: string | null;
+    priority?: number | null;
+    version?: string | number | null;
+    /** The group the Studio Wiki shows the document under (TAM / ICP / Persona
+     * Research are stored as market/audience but shown under "targeting"). */
+    wiki_category?: string;
+    /** Which Wiki bucket the row came from. */
+    workflow?: "context" | "intelligence" | "research";
 }
 export interface Persona {
     id: string;
@@ -16,6 +28,20 @@ export interface Persona {
     goals: string[];
     channels: string[];
     created_at: string | null;
+    /** Fields GET /personas actually returns (cb_personas columns). The persona's
+     * name is `title`, its "why" is `why_target`, its signals are `key_signals`. */
+    title?: string | null;
+    why_target?: string | null;
+    key_signals?: unknown[];
+    campaign_approach?: string | null;
+    recommended_goal?: string | null;
+    expected_receptivity?: string | null;
+    confidence?: string | null;
+    confidence_score?: number | null;
+    priority?: number | null;
+    pinned?: boolean | null;
+    source?: string | null;
+    updated_at?: string | null;
 }
 export interface ICP {
     id: string;
@@ -29,6 +55,24 @@ export interface ICP {
     revenue_max: number | null;
     countries: string[] | null;
     created_at: string | null;
+    /** Fields GET /icps actually returns (cb_icps columns). Industries and
+     * company sizes live in `firmographics.industries` / `firmographics.company_sizes`. */
+    firmographics?: {
+        industries?: string[];
+        company_sizes?: string[];
+        revenue_ranges?: string[];
+        geographies?: string[];
+        [key: string]: unknown;
+    };
+    tech_stack?: Record<string, unknown>;
+    buying_signals?: unknown[];
+    fit_score?: number | null;
+    opportunity_score?: number | null;
+    readiness_score?: number | null;
+    total_score?: number | null;
+    pinned?: boolean | null;
+    priority?: number | null;
+    updated_at?: string | null;
 }
 export interface IntelligenceData {
     id: string;
@@ -67,6 +111,10 @@ export declare const createStudioClient: (apiKey: string, apiUrl?: string) => {
         category?: string;
         limit?: number;
         include_content?: boolean;
+        /** Also list the Wiki's Intelligence documents (metadata only). */
+        include_intelligence?: boolean;
+        /** Also list the Wiki's Research reports. */
+        include_research?: boolean;
     }): Promise<{
         data: GlobalContextDocument[];
     }>;

package/dist/types/version.d.ts

@@ -5,6 +5,6 @@
  * both together (the version-parity gate already pins package.json, the
  * lockfile and the CHANGELOG to each other).
  */
-export declare const SDK_VERSION = "0.357.0";
+export declare const SDK_VERSION = "0.361.0";
 /** Value of the `X-G8-Client` header every SDK request carries (I-13). */
-export declare const SDK_CLIENT_ID = "js-sdk/0.357.0";
+export declare const SDK_CLIENT_ID = "js-sdk/0.361.0";

package/docs/api/adCampaigns.d.ts

@@ -425,10 +425,14 @@ export interface AdCampaignResponse {
   launched_at?: string | null;
   name: string;
   objective?: string | null;
+  /** True when end_date is before today (UTC). Null when the campaign has no end date. */
+  past_end_date?: boolean | null;
   platform: string;
   platform_campaign_id?: string | null;
   start_date?: string | null;
   status: string;
+  /** Plain-language note when the stored status cannot be taken at face value, e.g. the end date has passed but the status still says pending. Null otherwise. */
+  status_note?: string | null;
   sync_config_id: number;
 }
 

package/docs/api/adCampaigns.md

@@ -324,8 +324,10 @@ Other envelope fields: `pagination` (PaginationMeta).
 | `google_campaign_subtype` | `string \| null` | no |  |
 | `launched_at` | `string \| null` | no |  |
 | `objective` | `string \| null` | no |  |
+| `past_end_date` | `boolean \| null` | no | True when end_date is before today (UTC). Null when the campaign has no end date. |
 | `platform_campaign_id` | `string \| null` | no |  |
 | `start_date` | `string \| null` | no |  |
+| `status_note` | `string \| null` | no | Plain-language note when the stored status cannot be taken at face value, e.g. the end date has passed but the status still says pending. Null otherwise. |
 
 **Example**
 
@@ -598,8 +600,10 @@ Other envelope fields: `pagination` (PaginationMeta).
 | `google_campaign_subtype` | `string \| null` | no |  |
 | `launched_at` | `string \| null` | no |  |
 | `objective` | `string \| null` | no |  |
+| `past_end_date` | `boolean \| null` | no | True when end_date is before today (UTC). Null when the campaign has no end date. |
 | `platform_campaign_id` | `string \| null` | no |  |
 | `start_date` | `string \| null` | no |  |
+| `status_note` | `string \| null` | no | Plain-language note when the stored status cannot be taken at face value, e.g. the end date has passed but the status still says pending. Null otherwise. |
 
 **Example**
 

package/docs/api/enrichment.d.ts

@@ -355,6 +355,8 @@ export interface EnrichmentOperations {
     query?: {
       /** Remove the configuration permanently instead of deactivating it. The values it already wrote are kept either way. */
       hard_delete?: boolean;
+      /** Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. */
+      scope?: string | null;
     };
     headers?: {
       "X-Target-Org-Id"?: string | null;
@@ -376,6 +378,8 @@ export interface EnrichmentOperations {
     query?: {
       /** Remove the configuration permanently instead of deactivating it. The values it already wrote are kept either way. */
       hard_delete?: boolean;
+      /** Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. */
+      scope?: string | null;
     };
     headers?: {
       "X-Target-Org-Id"?: string | null;
@@ -414,6 +418,8 @@ export interface EnrichmentOperations {
     query?: {
       /** Remove the configuration permanently instead of deactivating it. The values it already wrote are kept either way. */
       hard_delete?: boolean;
+      /** Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. */
+      scope?: string | null;
     };
     headers?: {
       "X-Target-Org-Id"?: string | null;
@@ -1566,6 +1572,10 @@ export interface EnrichmentOperations {
       /** AI group id. */
       group_id: string;
     };
+    query?: {
+      /** Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. */
+      scope?: string | null;
+    };
     headers?: {
       "X-Target-Org-Id"?: string | null;
     };
@@ -1829,6 +1839,10 @@ export interface EnrichmentOperations {
       /** The AI group id. */
       group_id: string;
     };
+    query?: {
+      /** Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. */
+      scope?: string | null;
+    };
     headers?: {
       "X-Target-Org-Id"?: string | null;
     };
@@ -1883,6 +1897,10 @@ export interface EnrichmentOperations {
       /** Enrichment configuration id (UUID). */
       config_id: string;
     };
+    query?: {
+      /** Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. */
+      scope?: string | null;
+    };
     headers?: {
       "X-Target-Org-Id"?: string | null;
     };

package/docs/api/enrichment.md

@@ -802,7 +802,9 @@ const result = await g8.api.enrichment.createRoutingRule({ body: { name: "Exampl
 Drop ONE column from an AI group. The group and its other columns stay.
 
 Free. `columns` is plural here where the app writes `column`, so the path
-reads the same way as every other collection in this contract.
+reads the same way as every other collection in this contract. A column of
+a qualification group shared by every list answers 409 unless `scope=org`
+(admin keys only).
 
 **Input**
 
@@ -811,6 +813,7 @@ reads the same way as every other collection in this contract.
 | `path.group_id` | `string` | yes | AI group id. |
 | `path.column_id` | `string` | yes | The single column to drop. |
 | `query.hard_delete` | `boolean` | no | Remove the configuration permanently instead of deactivating it. The values it already wrote are kept either way. default `false` |
+| `query.scope` | `string \| null` | no | Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. |
 
 **Returns** `ApiResponse_EnrichmentPayload_`: the envelope `{ data: EnrichmentPayload, ... }`. `g8.api` returns the envelope as-is, so read `result.data`.
 
@@ -838,12 +841,16 @@ const result = await g8.api.enrichment.deleteAiConfigByColumn({ path: { group_id
 
 Remove an AI group and every column it owns. Free.
 
+A qualification group shared by every list answers 409 unless `scope=org`
+(admin keys only).
+
 **Input**
 
 | Field | Type | Required | Description |
 |---|---|---|---|
 | `path.group_id` | `string` | yes | AI group id. |
 | `query.hard_delete` | `boolean` | no | Remove the configuration permanently instead of deactivating it. The values it already wrote are kept either way. default `false` |
+| `query.scope` | `string \| null` | no | Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. |
 
 **Returns** `ApiResponse_EnrichmentPayload_`: the envelope `{ data: EnrichmentPayload, ... }`. `g8.api` returns the envelope as-is, so read `result.data`.
 
@@ -903,12 +910,16 @@ const result = await g8.api.enrichment.deleteAutoEnrichmentConfig({ path: { conf
 
 Remove an enrichment configuration. Free.
 
+A qualification configuration shared by every list answers 409 unless
+`scope=org` (admin keys only).
+
 **Input**
 
 | Field | Type | Required | Description |
 |---|---|---|---|
 | `path.config_id` | `string` | yes | Enrichment configuration id (UUID). |
 | `query.hard_delete` | `boolean` | no | Remove the configuration permanently instead of deactivating it. The values it already wrote are kept either way. default `false` |
+| `query.scope` | `string \| null` | no | Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. |
 
 **Returns** `ApiResponse_EnrichmentPayload_`: the envelope `{ data: EnrichmentPayload, ... }`. `g8.api` returns the envelope as-is, so read `result.data`.
 
@@ -3505,7 +3516,8 @@ const result = await g8.api.enrichment.previewRoutingRule({ body: { source_list_
 Rename the column an AI group writes into. Free.
 
 Display name only - the underlying column id does not move, so formulas and
-mappings that reference it keep working.
+mappings that reference it keep working. A qualification group shared by
+every list answers 409 unless `scope=org` (admin keys only).
 
 **Input**
 
@@ -3513,6 +3525,7 @@ mappings that reference it keep working.
 |---|---|---|---|
 | `path.group_id` | `string` | yes | AI group id. |
 | `body` | `RenameAIColumnRequest` | yes | Request body; fields below. |
+| `query.scope` | `string \| null` | no | Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. |
 
 Body fields (`RenameAIColumnRequest`):
 
@@ -4006,6 +4019,10 @@ EVERY list in the organisation, not just `config.list_id`. That is the
 wider blast radius of the two and it is what you get by omission, so set it
 deliberately.
 
+A `config.group_id` naming a qualification group shared by every list (the
+ICP and Persona qualification groups) answers 409 with code
+`shared_qualification_group`: those groups cannot gain columns here.
+
 **Input**
 
 | Field | Type | Required | Description |
@@ -4308,7 +4325,8 @@ const result = await g8.api.enrichment.unassignConfigFromList({
 Edit an AI group in place. Free: editing runs nothing.
 
 Output columns that already exist keep their data; the run condition is
-validated before anything is saved.
+validated before anything is saved. A qualification group shared by every
+list answers 409 unless `scope=org` (admin keys only).
 
 **Input**
 
@@ -4316,6 +4334,7 @@ validated before anything is saved.
 |---|---|---|---|
 | `path.group_id` | `string` | yes | The AI group id. |
 | `body` | `UpdateAIConfigRequest` | yes | Request body; fields below. |
+| `query.scope` | `string \| null` | no | Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. |
 
 Body fields (`UpdateAIConfigRequest`):
 
@@ -4452,7 +4471,8 @@ Change fields on an enrichment configuration. Free.
 Whatever keys are sent are written - the app takes a free-form body here
 and this forwards it unchanged rather than narrowing what the browser can
 already do. `updated_by` is stamped from the calling key and cannot be
-supplied.
+supplied. A qualification configuration shared by every list answers 409
+unless `scope=org` (admin keys only).
 
 **Input**
 
@@ -4460,6 +4480,7 @@ supplied.
 |---|---|---|---|
 | `path.config_id` | `string` | yes | Enrichment configuration id (UUID). |
 | `body` | `EnrichmentConfigUpdateRequest` | yes | Request body; fields below. |
+| `query.scope` | `string \| null` | no | Set to `org` to change or delete a qualification group shared by every list (the ICP and Persona qualification groups). Admin keys only. Without it such a call answers 409 with code `shared_qualification_group`. |
 
 Body fields (`EnrichmentConfigUpdateRequest`):
 

package/docs/api/gtmCampaigns.d.ts

@@ -529,6 +529,8 @@ export interface CampaignFullPatchRequest {
   primary_hook?: string | null;
   /** If provided, replaces the sequence step ordering (same as PUT /sequence). */
   sequence_steps?: Array<SequenceStepRef> | null;
+  /** Replace the campaign's channels (email, linkedin, phone, voice_ai, sms). Omit to leave them unchanged. Same as PATCH /campaigns/{id}. */
+  target_channels?: Array<string> | null;
   target_persona?: string | null;
   /** Sequence IDs to UNLINK from this campaign. DELETEs ONLY rows where status='linked'. Launch-audit rows (status='pushed'/'superseded'/'failed') are never touched — those are an immutable historical record. */
   unlink_sequence_ids?: Array<string> | null;
@@ -659,6 +661,8 @@ export interface developer_api__interfaces__v1__gtm_campaigns_router__CampaignUp
   name?: string | null;
   /** Primary hook text */
   primary_hook?: string | null;
+  /** Replace the campaign's channels, e.g. ['email','linkedin']. Accepted values: email, linkedin, phone, voice_ai, sms. Omit to leave them unchanged. Existing documents and steps are not deleted. */
+  target_channels?: Array<string> | null;
   /** Target persona */
   target_persona?: string | null;
 }

package/docs/api/gtmCampaigns.md

@@ -816,6 +816,7 @@ Body fields (`CampaignFullPatchRequest`):
 | `body.name` | `string \| null` | no | max length 255 |
 | `body.primary_hook` | `string \| null` | no |  |
 | `body.sequence_steps` | `Array<SequenceStepRef> \| null` | no | If provided, replaces the sequence step ordering (same as PUT /sequence). |
+| `body.target_channels` | `Array<string> \| null` | no | Replace the campaign's channels (email, linkedin, phone, voice_ai, sms). Omit to leave them unchanged. Same as PATCH /campaigns/{id}. |
 | `body.target_persona` | `string \| null` | no | max length 200 |
 | `body.unlink_sequence_ids` | `Array<string> \| null` | no | Sequence IDs to UNLINK from this campaign. DELETEs ONLY rows where status='linked'. Launch-audit rows (status='pushed'/'superseded'/'failed') are never touched — those are an immutable historical record. |
 
@@ -862,6 +863,7 @@ Body fields (`developer_api__interfaces__v1__gtm_campaigns_router__CampaignUpdat
 | `body.goal` | `string \| null` | no | Campaign goal max length 255 |
 | `body.name` | `string \| null` | no | Campaign name max length 255 |
 | `body.primary_hook` | `string \| null` | no | Primary hook text |
+| `body.target_channels` | `Array<string> \| null` | no | Replace the campaign's channels, e.g. ['email','linkedin']. Accepted values: email, linkedin, phone, voice_ai, sms. Omit to leave them unchanged. Existing documents and steps are not deleted. |
 | `body.target_persona` | `string \| null` | no | Target persona max length 200 |
 
 **Returns** `ApiResponse_dict_`: the envelope `{ data: Record<string, unknown>, ... }`. `g8.api` returns the envelope as-is, so read `result.data`.

package/docs/api/gtmContext.d.ts

@@ -399,10 +399,14 @@ export interface GtmContextOperations {
   list_global_context_documents_global_context_documents_get: {
     input: {
     query?: {
-      /** Filter by context category */
+      /** Filter by context category: brand, audience, messaging, market, offer, targeting, data (case-insensitive). `targeting` matches the Studio Wiki's Targeting group (TAM / ICP / Persona Research). An unknown category that matches no document returns 422 listing the valid categories. */
       category?: string | null;
       /** Include each document's body text at `content` (read from meta_data.content). Default True preserves historical behavior (this endpoint has always returned content); pass false for a lighter metadata-only listing. */
       include_content?: boolean;
+      /** Also list the Wiki's Intelligence documents (website scrape, competitor discovery, organic keywords, brand news, ...) with `workflow`='intelligence' and category 'data'. Metadata only: read a body with GET /intelligence-data ?data_type=<file_type>&include_content=true. Default false (historical shape). */
+      include_intelligence?: boolean;
+      /** Also list the Wiki's Research reports with `workflow`='research' and category 'data'; `content` carries the report markdown when include_content is true. Default false (historical shape). */
+      include_research?: boolean;
       limit?: number;
     };
     headers?: {

package/docs/api/gtmContext.md

@@ -915,21 +915,29 @@ const result = await g8.api.gtmContext.listActivities();
 List global context documents for the authenticated organization.
 
 Each row carries metadata (id, display_name, file_type, category,
-folder_path, status, priority, version, timestamps). When
-``include_content`` is True (the default) the document body is included at
-``content`` (sourced from ``meta_data.content``) so callers can read what a
-document actually says; pass ``include_content=false`` to omit the body for
-a cheaper listing. The default stays True for backwards compatibility — the
-MCP ``g8_gtm_get_global_context`` tool, the JS SDK ``studio.globalContext``
+folder_path, status, priority, version, timestamps), plus `wiki_category`
+(the group the Studio Wiki shows it under) and `workflow` (context,
+intelligence or research). When ``include_content`` is True (the default)
+the document body is included at ``content`` (sourced from
+``meta_data.content``) so callers can read what a document actually says;
+pass ``include_content=false`` to omit the body for a cheaper listing. The
+default stays True for backwards compatibility — the MCP
+``g8_gtm_get_global_context`` tool, the JS SDK ``studio.globalContext``
 client, and the ``g8://global-context`` resource surfaces have always relied
 on ``content`` being present.
 
+``include_intelligence`` / ``include_research`` add the Wiki's other two
+buckets so a caller can see every Wiki document in one call; ``limit``
+applies to each bucket.
+
 **Input**
 
 | Field | Type | Required | Description |
 |---|---|---|---|
-| `query.category` | `string \| null` | no | Filter by context category |
+| `query.category` | `string \| null` | no | Filter by context category: brand, audience, messaging, market, offer, targeting, data (case-insensitive). `targeting` matches the Studio Wiki's Targeting group (TAM / ICP / Persona Research). An unknown category that matches no document returns 422 listing the valid categories. |
 | `query.include_content` | `boolean` | no | Include each document's body text at `content` (read from meta_data.content). Default True preserves historical behavior (this endpoint has always returned content); pass false for a lighter metadata-only listing. default `true` |
+| `query.include_intelligence` | `boolean` | no | Also list the Wiki's Intelligence documents (website scrape, competitor discovery, organic keywords, brand news, ...) with `workflow`='intelligence' and category 'data'. Metadata only: read a body with GET /intelligence-data ?data_type=<file_type>&include_content=true. Default false (historical shape). default `false` |
+| `query.include_research` | `boolean` | no | Also list the Wiki's Research reports with `workflow`='research' and category 'data'; `content` carries the report markdown when include_content is true. Default false (historical shape). default `false` |
 | `query.limit` | `integer` | no | default `50` |
 
 **Returns** `ApiResponse_list_dict__`: the envelope `{ data: Array<Record<string, unknown>>, ... }`. `g8.api` returns the envelope as-is, so read `result.data`.

package/docs/api/integrations.d.ts

@@ -1549,7 +1549,7 @@ export interface IntegrationsOperations {
   };
 }
 
-// 64 schemas referenced above (the same as G8Contract.<Name>).
+// 65 schemas referenced above (the same as G8Contract.<Name>).
 
 /**
  * A list of ad-platform objects.
@@ -1653,14 +1653,19 @@ export interface BatchGetByEmailRequest {
  * This is the irreversible half: records begin landing in graph8 and a
  * migration cannot be un-run, only cancelled part-way.
  *
- * Both fields are OPTIONAL and omitting them accepts the discovery as
+ * Every field is OPTIONAL and omitting them accepts the discovery as
  * proposed - which is the point of previewing it first. Send
- * `field_mappings_override` to change where a CRM field lands, or
- * `selected_list_ids` to import only some lists.
+ * `field_mappings_override` to change where a CRM field lands,
+ * `selected_list_ids` to import only some lists, or `owner_decisions` to say
+ * what happens to the records of Salesforce owners who are not in graph8.
+ * A Salesforce discovery with an `unmatched` owner needs a decision for that
+ * owner: without one the confirm is refused with 422.
  */
 export interface ConfirmMigrationRequest {
   /** Per entity type, the mappings to use instead of the discovered ones. Omit to accept what discovery proposed. */
   field_mappings_override?: Record<string, Array<Record<string, unknown>>> | null;
+  /** Salesforce only: one decision per record owner who is not a graph8 member (at most 500). Required for every owner whose `match.status` is `unmatched`; optional `assign` for a `placeholder` owner. `match` moves every record the owner has; `assign` moves only their open deals and open tasks. */
+  owner_decisions?: Array<MigrationOwnerDecision> | null;
   /** Import only these CRM lists. Omit to take every discovered list. */
   selected_list_ids?: Array<string> | null;
 }
@@ -2025,6 +2030,26 @@ export interface LeadUpdateRequest {
   website?: string | null;
 }
 
+/**
+ * What happens to the records of one Salesforce record owner who is not a graph8 member.
+ *
+ * Discovery lists every record owner in the status's `owners`, each with a
+ * `match.status`. An owner whose status is `unmatched` needs a decision, or
+ * the confirm is refused with 422. An owner whose status is `placeholder`
+ * (inactive in Salesforce, a rep who left) may only be assigned; without a
+ * decision their records stay on the placeholder, as history.
+ */
+export interface MigrationOwnerDecision {
+  /** `invite`: invite the owner to graph8 by email; their records are held for the invited address and become theirs when they first sign in. Invites go out in a member's name, so an API key's confirm with an `invite` decision is refused with 403. `assign`: move only their OPEN deals and OPEN tasks to the graph8 member `assign_to_team_member_id`; contacts, companies and closed records stay on the owner's placeholder. `match`: this Salesforce user IS the graph8 member `assign_to_team_member_id`; EVERY record they own moves to that member. `unassigned`: import their records with no owner. */
+  action: "invite" | "assign" | "unassigned" | "match";
+  /** `assign` and `match` only: the graph8 team member id who receives the records. */
+  assign_to_team_member_id?: string | null;
+  /** `invite` only: the address to invite. Omit to use the owner's Salesforce email. */
+  invite_email?: string | null;
+  /** The owner's Salesforce user id, as discovery listed it in `owners`. */
+  sf_user_id: string;
+}
+
 /**
  * Add and/or remove contacts from one CRM list, in a single call.
  *

package/docs/api/integrations.md

@@ -268,6 +268,7 @@ Body fields (`ConfirmMigrationRequest`):
 | Field | Type | Required | Description |
 |---|---|---|---|
 | `body.field_mappings_override` | `Record<string, Array<Record<string, unknown>>> \| null` | no | Per entity type, the mappings to use instead of the discovered ones. Omit to accept what discovery proposed. |
+| `body.owner_decisions` | `Array<MigrationOwnerDecision> \| null` | no | Salesforce only: one decision per record owner who is not a graph8 member (at most 500). Required for every owner whose `match.status` is `unmatched`; optional `assign` for a `placeholder` owner. `match` moves every record the owner has; `assign` moves only their open deals and open tasks. max items 500 |
 | `body.selected_list_ids` | `Array<string> \| null` | no | Import only these CRM lists. Omit to take every discovered list. |
 
 **Returns** `ApiResponse_ConnectionPayload_`: the envelope `{ data: ConnectionPayload, ... }`. `g8.api` returns the envelope as-is, so read `result.data`.
@@ -3789,3 +3790,16 @@ One provider-side custom field. `field_name` is the CRM's API name, not its labe
 |---|---|---|---|
 | `phone` | `string` | yes |  |
 | `phone_type` | `string \| null` | no |  |
+
+<a id="type-migrationownerdecision"></a>
+
+### `MigrationOwnerDecision`
+
+What happens to the records of one Salesforce record owner who is not a graph8 member. Discovery lists every record owner in the status's `owners`, each with a `match.status`. An owner whose status is `unmatched` needs a decision, or the confirm is refused with 422. An owner whose status is `placeholder` (inactive in Salesforce, a rep who left) may only be assigned; without a decision their records stay on the placeholder, as history.
+
+| Field | Type | Required | Description |
+|---|---|---|---|
+| `action` | `"invite" \| "assign" \| "unassigned" \| "match"` | yes | `invite`: invite the owner to graph8 by email; their records are held for the invited address and become theirs when they first sign in. Invites go out in a member's name, so an API key's confirm with an `invite` decision is refused with 403. `assign`: move only their OPEN deals and OPEN tasks to the graph8 member `assign_to_team_member_id`; contacts, companies and closed records stay on the owne… |
+| `sf_user_id` | `string` | yes | The owner's Salesforce user id, as discovery listed it in `owners`. min length 1, max length 64 |
+| `assign_to_team_member_id` | `string \| null` | no | `assign` and `match` only: the graph8 team member id who receives the records. max length 64 |
+| `invite_email` | `string \| null` | no | `invite` only: the address to invite. Omit to use the owner's Salesforce email. max length 320 |

package/docs/api/revenueLifecycle.d.ts

@@ -153,7 +153,9 @@ export interface LifecycleRecordItem {
 }
 
 export interface LifecycleStageMoveRequest {
-  /** Company moves only: run every check the move runs (company exists, stage known, Customers/Churned guards) and return the would-be transition without writing anything. Ignored for contact moves. */
+  /** Confirm a move to Customers of a company with no subscription (or a contact with no company or whose company has none). Without it such a move is refused with 409 and detail.code 'customers_without_subscription'. */
+  confirm_without_subscription?: boolean;
+  /** Run every check the move runs (record exists, stage known, Customers/Churned guards, the no-subscription confirmation) and return the would-be transition without writing anything. */
   dry_run?: boolean;
   /** Destination lifecycle slug, e.g. 'suspects', 'leads', 'trials', 'customers', 'churned'. Case and surrounding whitespace are ignored, and a stage's display name is accepted too. */
   target_slug: string;

package/docs/api/revenueLifecycle.md

@@ -191,6 +191,10 @@ with a 400 unless the company is or was a customer. `target_slug` ignores
 case and surrounding whitespace. `dry_run: true` runs every check and
 returns the would-be transition without writing anything.
 
+A move to `customers` of a company with no subscription at all is a 409
+(`detail.code` 'customers_without_subscription', `detail.message` names the
+company) unless `confirm_without_subscription: true` is sent (R3-30).
+
 **Input**
 
 | Field | Type | Required | Description |
@@ -203,7 +207,8 @@ Body fields (`LifecycleStageMoveRequest`):
 | Field | Type | Required | Description |
 |---|---|---|---|
 | `body.target_slug` | `string` | yes | Destination lifecycle slug, e.g. 'suspects', 'leads', 'trials', 'customers', 'churned'. Case and surrounding whitespace are ignored, and a stage's display name is accepted too. |
-| `body.dry_run` | `boolean` | no | Company moves only: run every check the move runs (company exists, stage known, Customers/Churned guards) and return the would-be transition without writing anything. Ignored for contact moves. default `false` |
+| `body.confirm_without_subscription` | `boolean` | no | Confirm a move to Customers of a company with no subscription (or a contact with no company or whose company has none). Without it such a move is refused with 409 and detail.code 'customers_without_subscription'. default `false` |
+| `body.dry_run` | `boolean` | no | Run every check the move runs (record exists, stage known, Customers/Churned guards, the no-subscription confirmation) and return the would-be transition without writing anything. default `false` |
 
 **Returns** `ApiResponse_LifecycleStageMoveResponse_`: the envelope `{ data: LifecycleStageMoveResponse, ... }`. `g8.api` returns the envelope as-is, so read `result.data`.
 
@@ -247,6 +252,10 @@ yet, which is common for Suspects-stage contacts), and records the same
 audit trail the in-app Move-Stage dialog's contact mode does. Returns no
 contact PII (see the module docstring) — only the status transition.
 
+A move to `customers` of a contact with no company, or whose company has no
+subscription, is a 409 (`detail.code` 'customers_without_subscription')
+unless `confirm_without_subscription: true` is sent (R3-31).
+
 **Input**
 
 | Field | Type | Required | Description |
@@ -259,7 +268,8 @@ Body fields (`LifecycleStageMoveRequest`):
 | Field | Type | Required | Description |
 |---|---|---|---|
 | `body.target_slug` | `string` | yes | Destination lifecycle slug, e.g. 'suspects', 'leads', 'trials', 'customers', 'churned'. Case and surrounding whitespace are ignored, and a stage's display name is accepted too. |
-| `body.dry_run` | `boolean` | no | Company moves only: run every check the move runs (company exists, stage known, Customers/Churned guards) and return the would-be transition without writing anything. Ignored for contact moves. default `false` |
+| `body.confirm_without_subscription` | `boolean` | no | Confirm a move to Customers of a company with no subscription (or a contact with no company or whose company has none). Without it such a move is refused with 409 and detail.code 'customers_without_subscription'. default `false` |
+| `body.dry_run` | `boolean` | no | Run every check the move runs (record exists, stage known, Customers/Churned guards, the no-subscription confirmation) and return the would-be transition without writing anything. default `false` |
 
 **Returns** `ApiResponse_LifecycleStageMoveResponse_`: the envelope `{ data: LifecycleStageMoveResponse, ... }`. `g8.api` returns the envelope as-is, so read `result.data`.
 

package/docs/api/seo.d.ts

@@ -859,7 +859,7 @@ export interface SeoResearchKeywordsResponse {
  * refused with a 422 if it carries a scheme or a path.
  */
 export interface SeoSaveTrackedKeywordsRequest {
-  cadence?: "daily" | "weekly";
+  cadence?: "daily" | "weekly" | "manual";
   domain: string;
   keywords: Array<SeoTrackKeywordItem>;
   language_code?: string;

package/docs/api/seo.md

@@ -1025,7 +1025,7 @@ Body fields (`SeoSaveTrackedKeywordsRequest`):
 |---|---|---|---|
 | `body.domain` | `string` | yes | min length 3, max length 255 |
 | `body.keywords` | `Array<SeoTrackKeywordItem>` | yes | min items 1, max items 100 |
-| `body.cadence` | `"daily" \| "weekly"` | no | default `"daily"` |
+| `body.cadence` | `"daily" \| "weekly" \| "manual"` | no | default `"daily"` |
 | `body.language_code` | `string` | no | default `"en"`, max length 10 |
 | `body.location_code` | `integer` | no | default `2840` |