crewly 1.5.18 → 1.5.19

package/dist/backend/backend/src/services/onboarding/brand-onboarding.service.d.ts

@@ -11,7 +11,7 @@
  *
  * @module brand-onboarding-service
  */
-import { BrandProfile, GenerateGuideOptions, OnboardingQuestion, OnboardingSession } from './brand-onboarding.types.js';
+import { BrandProfile, GenerateGuideOptions, OnboardingQuestion, OnboardingSession, type OnboardingPrefill } from './brand-onboarding.types.js';
 /**
  * Service that manages brand onboarding questionnaire sessions and
  * generates Brand Voice Guides for marketing team templates.
@@ -110,6 +110,10 @@ export declare class BrandOnboardingService {
      * @returns All onboarding questions in order
      */
     getQuestions(): OnboardingQuestion[];
+    listSessions(): OnboardingSession[];
+    setWebsiteUrl(sessionId: string, websiteUrl: string): OnboardingSession | null;
+    setPrefill(sessionId: string, prefill: OnboardingPrefill): OnboardingSession | null;
+    approveProfile(sessionId: string, profile: BrandProfile): OnboardingSession | null;
     /**
      * Build the Brand Voice Guide markdown content from a brand profile.
      *

package/dist/backend/backend/src/services/onboarding/brand-onboarding.service.d.ts.map

@@ -1 +1 @@
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package/dist/backend/backend/src/services/onboarding/brand-onboarding.service.js

@@ -290,6 +290,47 @@ export class BrandOnboardingService {
         return [...ONBOARDING_QUESTIONS];
     }
     // ---------------------------------------------------------------------------
+    // Extended Session Management (for Portal/API routes)
+    // ---------------------------------------------------------------------------
+    listSessions() {
+        return Array.from(this.sessions.values());
+    }
+    setWebsiteUrl(sessionId, websiteUrl) {
+        const session = this.getSession(sessionId);
+        if (!session)
+            return null;
+        session.websiteUrl = websiteUrl;
+        session.updatedAt = new Date().toISOString();
+        this.sessions.set(sessionId, session);
+        this.persistSession(session);
+        return session;
+    }
+    setPrefill(sessionId, prefill) {
+        const session = this.getSession(sessionId);
+        if (!session)
+            return null;
+        session.prefill = prefill;
+        session.missingFields = ONBOARDING_QUESTIONS
+            .filter((q) => q.required)
+            .map((q) => q.id)
+            .filter((id) => !prefill[id]);
+        session.updatedAt = new Date().toISOString();
+        this.sessions.set(sessionId, session);
+        this.persistSession(session);
+        return session;
+    }
+    approveProfile(sessionId, profile) {
+        const session = this.getSession(sessionId);
+        if (!session)
+            return null;
+        session.approvedProfile = profile;
+        session.status = 'completed';
+        session.updatedAt = new Date().toISOString();
+        this.sessions.set(sessionId, session);
+        this.persistSession(session);
+        return session;
+    }
+    // ---------------------------------------------------------------------------
     // Private Helpers
     // ---------------------------------------------------------------------------
     /**

package/dist/backend/backend/src/services/onboarding/brand-onboarding.service.js.map

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package/dist/backend/backend/src/services/onboarding/brand-onboarding.types.d.ts

@@ -62,6 +62,42 @@ export interface OnboardingSession {
     updatedAt: string;
     /** Error message if status is 'failed' */
     error?: string;
+    /** Website URL for AI auto-extraction */
+    websiteUrl?: string;
+    /** AI-extracted prefill data */
+    prefill?: OnboardingPrefill;
+    /** Fields that still need manual input after AI extraction */
+    missingFields?: string[];
+    /** User-approved brand profile */
+    approvedProfile?: BrandProfile;
+}
+/** Confidence level for AI-extracted prefill data. */
+export type PrefillConfidence = 'high' | 'medium' | 'low';
+/** A single field extracted from a website for onboarding prefill. */
+export interface PrefillField {
+    /** Extracted value */
+    value: string;
+    /** Source URLs where the data was found */
+    sourceUrls: string[];
+    /** Confidence of the extraction */
+    confidence: PrefillConfidence;
+    /** Method used for extraction */
+    extractionMethod: string;
+    /** Whether the user should review this value before use */
+    needsReview: boolean;
+}
+/** Complete AI-extracted prefill data for an onboarding session. */
+export interface OnboardingPrefill {
+    businessName?: PrefillField;
+    industry?: PrefillField;
+    description?: PrefillField;
+    targetCustomer?: PrefillField;
+    competitors?: PrefillField;
+    personality?: PrefillField;
+    tone?: PrefillField;
+    goals?: PrefillField;
+    platforms?: PrefillField;
+    contentExamples?: PrefillField;
 }
 /** Structured brand profile extracted from onboarding answers. */
 export interface BrandProfile {

package/dist/backend/backend/src/services/onboarding/brand-onboarding.types.d.ts.map

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package/dist/backend/backend/src/services/onboarding/brand-onboarding.types.js.map

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package/dist/backend/backend/src/services/onboarding/onboarding-provision.service.d.ts

@@ -0,0 +1,51 @@
+/**
+ * Onboarding Provision Service
+ *
+ * Bridges the Onboarding Agent's discovery output to the Template Engine.
+ * Validates the handoff payload, resolves the best-match template, and
+ * provisions a fully configured team via TemplateService.
+ *
+ * @module services/onboarding/onboarding-provision.service
+ */
+import { type OnboardingProvisionRequest, type OnboardingProvisionResponse } from './onboarding-provision.types.js';
+/**
+ * Generate a human-readable team name from the customer name and template category.
+ *
+ * @param customerName - Business or company name from the discovery payload
+ * @param templateId - Resolved template ID
+ * @returns A team name like "Acme Corp Growth Team"
+ */
+export declare function generateTeamName(customerName: string, templateId: string): string;
+/**
+ * Collect pending integrations from the stack mapping answers.
+ *
+ * Filters out empty/falsy values and the literal "none" string.
+ *
+ * @param stackMapping - Stack mapping section from the provision request
+ * @returns Array of integration tool names queued for setup
+ */
+export declare function collectIntegrations(stackMapping?: OnboardingProvisionRequest['stackMapping']): string[];
+/**
+ * Provision a team from an onboarding discovery payload.
+ *
+ * Validates the request, resolves the matching template, gates on budget tier,
+ * creates the team via TemplateService, and returns a structured response with
+ * team details, lead agent focus, and pending integrations.
+ *
+ * @param request - The onboarding handoff payload from the Onboarding Agent
+ * @returns Structured response indicating success or failure with details
+ *
+ * @example
+ * ```typescript
+ * const response = provisionFromOnboarding({
+ *   customer: {
+ *     identity: { name: 'Acme Corp', vertical: 'Content/Marketing', size: 'small' },
+ *     strategy: { goal: 'Scale', budget: 'pro', urgency: 'immediate' },
+ *   },
+ * });
+ * // response.success === true
+ * // response.data.teamName === 'Acme Corp Growth Team'
+ * ```
+ */
+export declare function provisionFromOnboarding(request: unknown): OnboardingProvisionResponse;
+//# sourceMappingURL=onboarding-provision.service.d.ts.map

package/dist/backend/backend/src/services/onboarding/onboarding-provision.service.d.ts.map

@@ -0,0 +1 @@
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package/dist/backend/backend/src/services/onboarding/onboarding-provision.service.js

@@ -0,0 +1,136 @@
+/**
+ * Onboarding Provision Service
+ *
+ * Bridges the Onboarding Agent's discovery output to the Template Engine.
+ * Validates the handoff payload, resolves the best-match template, and
+ * provisions a fully configured team via TemplateService.
+ *
+ * @module services/onboarding/onboarding-provision.service
+ */
+import { TemplateService } from '../template/template.service.js';
+import { validateProvisionRequest, resolveTemplateId, } from './onboarding-provision.types.js';
+// =============================================================================
+// Constants
+// =============================================================================
+/** Category labels for human-readable team names, keyed by template ID. */
+const TEMPLATE_CATEGORY_LABELS = {
+    'growth-marketing-team': 'Growth',
+    'ai-video-social-team': 'Content',
+    'customer-ops-team': 'Operations',
+    'web-dev-team': 'Engineering',
+    'startup-team': 'Startup',
+    'broker-squad-v1': 'Insurance',
+    'prop-manager-v1': 'Resident',
+};
+/** Fallback label when template ID has no explicit mapping. */
+const DEFAULT_CATEGORY_LABEL = 'AI';
+// =============================================================================
+// Service
+// =============================================================================
+/**
+ * Generate a human-readable team name from the customer name and template category.
+ *
+ * @param customerName - Business or company name from the discovery payload
+ * @param templateId - Resolved template ID
+ * @returns A team name like "Acme Corp Growth Team"
+ */
+export function generateTeamName(customerName, templateId) {
+    const category = TEMPLATE_CATEGORY_LABELS[templateId] ?? DEFAULT_CATEGORY_LABEL;
+    return `${customerName} ${category} Team`;
+}
+/**
+ * Collect pending integrations from the stack mapping answers.
+ *
+ * Filters out empty/falsy values and the literal "none" string.
+ *
+ * @param stackMapping - Stack mapping section from the provision request
+ * @returns Array of integration tool names queued for setup
+ */
+export function collectIntegrations(stackMapping) {
+    if (!stackMapping)
+        return [];
+    const integrations = [];
+    const tools = [stackMapping.crmTool, stackMapping.chatTool];
+    for (const tool of tools) {
+        if (tool && tool.toLowerCase() !== 'none') {
+            integrations.push(tool);
+        }
+    }
+    return integrations;
+}
+/**
+ * Provision a team from an onboarding discovery payload.
+ *
+ * Validates the request, resolves the matching template, gates on budget tier,
+ * creates the team via TemplateService, and returns a structured response with
+ * team details, lead agent focus, and pending integrations.
+ *
+ * @param request - The onboarding handoff payload from the Onboarding Agent
+ * @returns Structured response indicating success or failure with details
+ *
+ * @example
+ * ```typescript
+ * const response = provisionFromOnboarding({
+ *   customer: {
+ *     identity: { name: 'Acme Corp', vertical: 'Content/Marketing', size: 'small' },
+ *     strategy: { goal: 'Scale', budget: 'pro', urgency: 'immediate' },
+ *   },
+ * });
+ * // response.success === true
+ * // response.data.teamName === 'Acme Corp Growth Team'
+ * ```
+ */
+export function provisionFromOnboarding(request) {
+    // Step a: Validate request
+    const validation = validateProvisionRequest(request);
+    if (!validation.valid) {
+        return {
+            success: false,
+            error: `Validation failed: ${validation.errors.join('; ')}`,
+        };
+    }
+    const req = request;
+    const { customer, stackMapping } = req;
+    const { vertical, name } = customer.identity;
+    const { goal, budget } = customer.strategy;
+    // Step b: Resolve template
+    const templateId = resolveTemplateId(vertical, goal);
+    // Step c: Budget gate — starter tier should use OSS self-serve
+    if (budget === 'starter') {
+        return {
+            success: false,
+            error: 'Starter budget (< $500/mo) is best served by our free OSS self-serve tier. ' +
+                'Visit https://github.com/crewly/crewly to get started.',
+        };
+    }
+    // Step d: Generate team name
+    const teamName = generateTeamName(name, templateId);
+    // Step e: Create team from template
+    const templateService = TemplateService.getInstance();
+    const result = templateService.createTeamFromTemplate(templateId, teamName);
+    if (!result) {
+        return {
+            success: false,
+            error: `Template "${templateId}" not found. Falling back is not possible — please check template registry.`,
+        };
+    }
+    // Step f: Extract lead agent focus from nightmareTask
+    const leadAgentFocus = stackMapping?.nightmareTask ?? undefined;
+    // Step g: Collect integrations
+    const pendingIntegrations = collectIntegrations(stackMapping);
+    // Step h: Build and return response
+    return {
+        success: true,
+        data: {
+            teamId: result.team.id,
+            templateId: result.templateId,
+            teamName,
+            memberCount: result.memberCount,
+            matchedTier: budget,
+            leadAgentFocus,
+            pendingIntegrations,
+            onboardingSessionId: req.onboardingSessionId,
+        },
+    };
+}
+//# sourceMappingURL=onboarding-provision.service.js.map

package/dist/backend/backend/src/services/onboarding/onboarding-provision.service.js.map

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package/dist/backend/backend/src/services/onboarding/onboarding-provision.types.d.ts

@@ -0,0 +1,178 @@
+/**
+ * Onboarding Provision Types
+ *
+ * Interface contract between the Onboarding Agent (Strategy) and the
+ * Template Engine (Product). Defines the JSON handoff format that bridges
+ * Ethan's Onboarding Agent Framework v1.1 discovery output to our
+ * TemplateService.createTeamFromTemplate() provisioning pipeline.
+ *
+ * Ref: docs/onboarding-agent-framework-v1.1.md (Section 5 — Ingestion Format)
+ *
+ * @module services/onboarding/onboarding-provision.types
+ */
+/** Business vertical selected during discovery (Section 2, Pillar 1). */
+export type OnboardingVertical = 'Content/Marketing' | 'E-commerce/Sales' | 'Software/Tech' | 'Insurance' | 'Property Management';
+/** Primary goal selected during discovery (Section 2, Pillar 3). */
+export type OnboardingGoal = 'Scale' | 'Time';
+/** Monthly budget tier for tier matching (Section 2, Pillar 4). */
+export type OnboardingBudgetTier = 'starter' | 'pro' | 'managed';
+/** Urgency level (Section 2, Pillar 5). */
+export type OnboardingUrgency = 'immediate' | 'this_week' | 'this_month' | 'exploring';
+/** Team size bracket (Section 2, Pillar 2). */
+export type OnboardingTeamSize = 'solo' | 'small' | 'medium' | 'large';
+/** Content/Marketing vertical deep-dive fields. */
+export interface ContentProbeData {
+    /** Monthly content output volume. */
+    contentVolume?: string;
+    /** Priority social/content platforms. */
+    priorityPlatforms?: string[];
+}
+/** E-commerce/Sales vertical deep-dive fields. */
+export interface EcomProbeData {
+    /** Primary sales channel. */
+    salesChannel?: string;
+    /** Biggest operational bottleneck. */
+    opsBottleneck?: string;
+}
+/** Software/Tech vertical deep-dive fields. */
+export interface DevProbeData {
+    /** Primary tech stack. */
+    techStack?: string;
+    /** Development focus area. */
+    devFocus?: string;
+}
+/** Insurance vertical deep-dive fields. */
+export interface InsuranceProbeData {
+    /** Agency management system used. */
+    ams?: string;
+}
+/** Property Management vertical deep-dive fields. */
+export interface PropertyProbeData {
+    /** Number of units managed. */
+    unitCount?: number;
+}
+/** Union of all vertical probe data. */
+export type VerticalProbeData = ContentProbeData | EcomProbeData | DevProbeData | InsuranceProbeData | PropertyProbeData;
+/**
+ * The JSON payload sent by the Onboarding Agent after completing the
+ * discovery questionnaire. This is the "handoff" to the Template Engine.
+ *
+ * Maps to v1.1 Section 5 "Ingestion Format" with additional fields
+ * for vertical-specific probing (Section 3.2) and stack mapping (Section 4).
+ */
+export interface OnboardingProvisionRequest {
+    /** Customer identity and qualification data. */
+    customer: {
+        identity: {
+            /** Business or company name. */
+            name: string;
+            /** Selected vertical from discovery. */
+            vertical: OnboardingVertical;
+            /** Team size bracket. */
+            size: OnboardingTeamSize;
+        };
+        strategy: {
+            /** Primary goal: Scale operations or Save time. */
+            goal: OnboardingGoal;
+            /** Monthly automation budget tier. */
+            budget: OnboardingBudgetTier;
+            /** Deployment urgency. */
+            urgency: OnboardingUrgency;
+        };
+    };
+    /** Vertical-specific probe answers (Section 3.2). */
+    verticalProbe?: VerticalProbeData;
+    /** Stack mapping answers (Section 4 — STACK_MAPPING node). */
+    stackMapping?: {
+        /** Current CRM tool (e.g. HubSpot, Salesforce, none). */
+        crmTool?: string;
+        /** Current chat/communication tool (e.g. Slack, Discord, Teams). */
+        chatTool?: string;
+        /** The "nightmare task" — highest-pain task for skill mapping. */
+        nightmareTask?: string;
+    };
+    /** Optional: existing onboarding session ID to link to. */
+    onboardingSessionId?: string;
+}
+/**
+ * Static mapping from vertical + goal to the best-match template ID.
+ *
+ * This is the core resolution logic: given a customer's vertical and goal,
+ * which template should we provision?
+ *
+ * Keys: `${vertical}::${goal}` — fallback to vertical-only if goal doesn't
+ * narrow the match.
+ */
+export declare const VERTICAL_TEMPLATE_MAP: Record<string, string>;
+/** Default fallback template when no mapping matches. */
+export declare const DEFAULT_TEMPLATE_ID = "startup-team";
+/**
+ * Resolve the best template ID for a given vertical and goal.
+ *
+ * @param vertical - Customer's business vertical
+ * @param goal - Customer's primary goal (Scale or Time)
+ * @returns The matched template ID
+ */
+export declare function resolveTemplateId(vertical: OnboardingVertical, goal: OnboardingGoal): string;
+/**
+ * Result returned after the Template Engine provisions a team from
+ * the onboarding discovery data.
+ */
+export interface OnboardingProvisionResponse {
+    /** Whether provisioning succeeded. */
+    success: boolean;
+    /** Provisioned team details (present on success). */
+    data?: {
+        /** Created team ID. */
+        teamId: string;
+        /** Template ID that was used. */
+        templateId: string;
+        /** Human-readable team name. */
+        teamName: string;
+        /** Number of agents provisioned. */
+        memberCount: number;
+        /** Budget tier the customer was matched to. */
+        matchedTier: OnboardingBudgetTier;
+        /** The lead agent's focus area (derived from nightmareTask). */
+        leadAgentFocus?: string;
+        /** Integrations queued for setup. */
+        pendingIntegrations: string[];
+        /** Linked onboarding session ID, if any. */
+        onboardingSessionId?: string;
+    };
+    /** Error details (present on failure). */
+    error?: string;
+}
+/**
+ * Validate whether a value is a valid OnboardingVertical.
+ *
+ * @param value - Value to check
+ * @returns True if value is a valid vertical
+ */
+export declare function isValidVertical(value: unknown): value is OnboardingVertical;
+/**
+ * Validate whether a value is a valid OnboardingGoal.
+ *
+ * @param value - Value to check
+ * @returns True if value is a valid goal
+ */
+export declare function isValidGoal(value: unknown): value is OnboardingGoal;
+/**
+ * Validate whether a value is a valid OnboardingBudgetTier.
+ *
+ * @param value - Value to check
+ * @returns True if value is a valid budget tier
+ */
+export declare function isValidBudgetTier(value: unknown): value is OnboardingBudgetTier;
+/**
+ * Validate an OnboardingProvisionRequest payload.
+ * Checks required fields and enum validity.
+ *
+ * @param value - Value to validate
+ * @returns Object with `valid` flag and optional `errors` array
+ */
+export declare function validateProvisionRequest(value: unknown): {
+    valid: boolean;
+    errors: string[];
+};
+//# sourceMappingURL=onboarding-provision.types.d.ts.map

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