fullstackgtm 0.42.0 → 0.44.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +273 -0
- package/README.md +18 -7
- package/dist/calls.d.ts +13 -0
- package/dist/calls.js +14 -3
- package/dist/cli.js +718 -60
- package/dist/connectors/hubspot.js +58 -24
- package/dist/connectors/outboxChannel.d.ts +64 -0
- package/dist/connectors/outboxChannel.js +170 -0
- package/dist/connectors/prospectSources.d.ts +22 -0
- package/dist/connectors/prospectSources.js +43 -0
- package/dist/connectors/salesforce.js +40 -15
- package/dist/connectors/signalSources.d.ts +105 -0
- package/dist/connectors/signalSources.js +316 -0
- package/dist/connectors/theirstack.d.ts +84 -0
- package/dist/connectors/theirstack.js +125 -0
- package/dist/draft.js +27 -5
- package/dist/enrich.d.ts +6 -0
- package/dist/enrich.js +47 -1
- package/dist/health.d.ts +12 -0
- package/dist/health.js +29 -2
- package/dist/icp.d.ts +47 -3
- package/dist/icp.js +105 -11
- package/dist/index.d.ts +2 -0
- package/dist/index.js +2 -0
- package/dist/init.d.ts +47 -0
- package/dist/init.js +143 -0
- package/dist/judge.d.ts +36 -3
- package/dist/judge.js +46 -10
- package/dist/judgeEval.d.ts +7 -0
- package/dist/judgeEval.js +8 -1
- package/dist/runReport.d.ts +26 -0
- package/dist/runReport.js +15 -0
- package/dist/schedule.js +18 -4
- package/dist/signals.d.ts +58 -0
- package/dist/signals.js +65 -0
- package/dist/tam.d.ts +225 -0
- package/dist/tam.js +470 -0
- package/dist/types.d.ts +12 -0
- package/docs/api.md +26 -4
- package/docs/outbox-format.md +92 -0
- package/docs/recipes.md +195 -0
- package/docs/roadmap-to-1.0.md +31 -1
- package/docs/signal-spool-format.md +162 -0
- package/docs/tam.md +195 -0
- package/llms.txt +89 -1
- package/package.json +1 -1
- package/skills/fullstackgtm/SKILL.md +17 -1
- package/src/calls.ts +24 -3
- package/src/cli.ts +809 -55
- package/src/connectors/hubspot.ts +55 -23
- package/src/connectors/outboxChannel.ts +202 -0
- package/src/connectors/prospectSources.ts +57 -0
- package/src/connectors/salesforce.ts +39 -14
- package/src/connectors/signalSources.ts +363 -0
- package/src/connectors/theirstack.ts +170 -0
- package/src/draft.ts +26 -5
- package/src/enrich.ts +51 -1
- package/src/health.ts +47 -2
- package/src/icp.ts +113 -11
- package/src/index.ts +42 -0
- package/src/init.ts +166 -0
- package/src/judge.ts +85 -11
- package/src/judgeEval.ts +8 -1
- package/src/runReport.ts +39 -0
- package/src/schedule.ts +20 -4
- package/src/signals.ts +95 -0
- package/src/tam.ts +654 -0
- package/src/types.ts +12 -0
package/src/health.ts
CHANGED
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@@ -35,6 +35,18 @@ export type HealthEntry = {
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byRule: Record<string, number>;
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/** Finding count per severity. */
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severityCounts: Record<AuditFindingSeverity, number>;
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/**
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* Per-object-type breakdown — so "is my contact data clean but my pipeline
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* messy?" is answerable without re-auditing. Each type carries its own
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* record-normalized score (same curve as the overall score, scoped to that
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* type's records + findings).
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*/
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byObjectType: Record<"account" | "contact" | "deal", {
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records: number;
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findings: number;
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weightedFindings: number;
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score: number;
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}>;
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};
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export type HealthRuleDelta = {
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@@ -68,11 +80,21 @@ export type HealthRollup = {
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export function computeHealth(plan: PatchPlan, snapshot: CanonicalGtmSnapshot, at: string): HealthEntry {
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const byRule: Record<string, number> = {};
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const severityCounts: Record<AuditFindingSeverity, number> = { info: 0, warning: 0, critical: 0 };
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const typeTally: Record<"account" | "contact" | "deal", { findings: number; weightedFindings: number }> = {
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account: { findings: 0, weightedFindings: 0 },
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contact: { findings: 0, weightedFindings: 0 },
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deal: { findings: 0, weightedFindings: 0 },
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};
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let weightedFindings = 0;
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for (const finding of plan.findings) {
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byRule[finding.ruleId] = (byRule[finding.ruleId] ?? 0) + 1;
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severityCounts[finding.severity] += 1;
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weightedFindings += SEVERITY_WEIGHT[finding.severity];
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const t = finding.objectType;
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if (t === "account" || t === "contact" || t === "deal") {
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typeTally[t].findings += 1;
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typeTally[t].weightedFindings += SEVERITY_WEIGHT[finding.severity];
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}
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}
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const records = {
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@@ -82,8 +104,23 @@ export function computeHealth(plan: PatchPlan, snapshot: CanonicalGtmSnapshot, a
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total: snapshot.accounts.length + snapshot.contacts.length + snapshot.deals.length,
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};
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const
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const scoreFor = (weighted: number, recordCount: number) =>
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Math.round(100 / (1 + weighted / Math.max(recordCount, 1)));
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const recordsByType = { account: records.accounts, contact: records.contacts, deal: records.deals };
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const byObjectType = (["account", "contact", "deal"] as const).reduce(
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(acc, t) => {
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acc[t] = {
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records: recordsByType[t],
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findings: typeTally[t].findings,
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weightedFindings: typeTally[t].weightedFindings,
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score: scoreFor(typeTally[t].weightedFindings, recordsByType[t]),
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};
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return acc;
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},
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{} as HealthEntry["byObjectType"],
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);
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const score = scoreFor(weightedFindings, records.total);
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return {
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at,
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records,
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byRule,
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severityCounts,
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byObjectType,
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};
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}
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@@ -155,6 +193,13 @@ export function healthToMarkdown(rollup: HealthRollup): string {
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"",
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);
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lines.push("## By object type", "", "| Type | Score | Findings | Records |", "| --- | --- | --- | --- |");
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for (const t of ["account", "contact", "deal"] as const) {
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const b = current.byObjectType[t];
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lines.push(`| ${t} | ${b.score}/100 | ${b.findings} | ${b.records} |`);
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}
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lines.push("");
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if (rollup.history.length > 1) {
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lines.push("## Trend", "");
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for (const point of rollup.history) {
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package/src/icp.ts
CHANGED
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@@ -24,6 +24,10 @@ export type Icp = {
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employeeBands?: string[];
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/** ISO country codes, lowercased, e.g. ["us"] */
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geos?: string[];
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/** technographic targeting: technology slugs the account must use, e.g.
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* ["salesforce","hubspot","pipedrive"] — the real CRM/MAP buying signal,
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* consumed by TheirStack company search. OR-matched. */
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technologies?: string[];
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};
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persona: {
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/** seniority: "cxo","vp","director","manager","owner","senior" */
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return f;
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}
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/**
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* Explorium /v1/businesses filters from the ICP — the COMPANY (account) side, for
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* sizing the account universe (TAM). Firmographics only, no persona: the count is
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* of matching companies. Field names differ from /v1/prospects (verified live):
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* `country_code` (not company_country_code), `company_size` (same employee bands),
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* `naics_category`. `/v1/businesses` total_results is a real count, capped at
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* 60,000 (see EXPLORIUM_BUSINESS_COUNT_CAP in the connector).
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*/
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export function icpToExploriumBusinessFilters(icp: Icp): Record<string, { values?: string[] }> {
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const f: Record<string, { values?: string[] }> = {};
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if (icp.firmographics.geos?.length) f.country_code = { values: icp.firmographics.geos };
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if (icp.firmographics.employeeBands?.length) f.company_size = { values: icp.firmographics.employeeBands };
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if (icp.firmographics.naics?.length) f.naics_category = { values: icp.firmographics.naics };
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return f;
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}
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/**
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* Collapse provider-agnostic employee bands ("51-200","10001+") into a single
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* {min,max} envelope for APIs that take integer bounds (TheirStack). An open
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* top band ("10001+") leaves max undefined.
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*/
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export function employeeBandsToRange(bands: string[] | undefined): { min?: number; max?: number } {
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if (!bands?.length) return {};
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let min: number | undefined;
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let max: number | undefined;
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let openTop = false;
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for (const band of bands) {
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const plus = /^(\d+)\+$/.exec(band.trim());
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if (plus) {
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const lo = Number(plus[1]);
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if (min === undefined || lo < min) min = lo;
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openTop = true;
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continue;
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}
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const range = /^(\d+)\s*-\s*(\d+)$/.exec(band.trim());
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if (range) {
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const lo = Number(range[1]);
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const hi = Number(range[2]);
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if (min === undefined || lo < min) min = lo;
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if (max === undefined || hi > max) max = hi;
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}
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}
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return { min, max: openTop ? undefined : max };
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}
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/**
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* TheirStack company-search filter from the ICP: the technographic targeting that
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* Explorium can't do. `company_technology_slug_or` is the CRM/MAP buying signal
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* (firmographics.technologies); employee bands become min/max bounds; geos become
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* ISO2 codes (uppercased).
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*/
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export function icpToTheirStackFilters(icp: Icp): {
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company_technology_slug_or?: string[];
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min_employee_count?: number;
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max_employee_count?: number;
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company_country_code_or?: string[];
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} {
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const f: {
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company_technology_slug_or?: string[];
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min_employee_count?: number;
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max_employee_count?: number;
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company_country_code_or?: string[];
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} = {};
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if (icp.firmographics.technologies?.length) {
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f.company_technology_slug_or = icp.firmographics.technologies.map((t) => t.trim().toLowerCase());
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}
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if (icp.firmographics.geos?.length) {
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f.company_country_code_or = icp.firmographics.geos.map((g) => g.trim().toUpperCase());
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}
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const range = employeeBandsToRange(icp.firmographics.employeeBands);
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if (range.min !== undefined) f.min_employee_count = range.min;
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if (range.max !== undefined) f.max_employee_count = range.max;
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return f;
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}
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/**
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* Crustdata / LinkedIn seniority vocab. ICP job levels are normalized lowercase;
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* Crustdata expects these exact capitalized strings (verified: "CXO",
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};
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/**
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* ICP industry keyword → LinkedIn industry names Crustdata filters on.
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*
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*
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* ICP industry keyword → LinkedIn industry names Crustdata filters on.
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*
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* LinkedIn renamed its industry taxonomy (v1 → v2, ~2022), and data vendors
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* normalize to one generation or the other. Sending ONLY the v2 names risks a
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* zero-match when Crustdata stores v1 (and vice-versa) — observed live: a RevOps
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* ICP whose only firmographic constraint was the v2 names returned 0 even though
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* the title-only search returned plenty. So each cluster sends BOTH generations
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* (OR-matched within the field): v2 ("Software Development", "IT Services and IT
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* Consulting", "Technology, Information and Internet") AND v1 ("Computer
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* Software", "Information Technology & Services", "Internet").
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*/
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const CRUSTDATA_INDUSTRY: Record<string, string[]> = {
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software: [
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software: [
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"Software Development",
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"Computer Software",
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"IT Services and IT Consulting",
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"Information Technology & Services",
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"Information Technology and Services",
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"Technology, Information and Internet",
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"Internet",
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],
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saas: ["Software Development", "Computer Software", "IT Services and IT Consulting", "Information Technology & Services"],
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"information technology & services": ["Information Technology & Services", "IT Services and IT Consulting"],
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"information technology and services": ["Information Technology & Services", "IT Services and IT Consulting"],
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internet: ["Internet", "Technology, Information and Internet"],
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fintech: ["Financial Services"],
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"financial services": ["Financial Services"],
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};
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@@ -119,9 +213,17 @@ const CRUSTDATA_INDUSTRY: Record<string, string[]> = {
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* pipe0 Crustdata people-search config.filters from the ICP. `current_job_titles`
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* matches real LinkedIn title strings (case-sensitive), so keywords are Title
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* Cased. Seniority + industry are mapped to Crustdata's controlled vocab via the
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* tables above.
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*
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*
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* tables above.
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*
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* LIVE FINDINGS (2026-06-26): `current_job_titles` is confirmed working (a
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* titles-only RevOps search returns results); `current_title` is rejected (422).
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* The full ICP filter returned 0 — the prime suspect is the industry vocab
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* (LinkedIn v1/v2 taxonomy mismatch), now hedged by sending BOTH generations in
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* CRUSTDATA_INDUSTRY above. NOT yet re-confirmed end-to-end (pipe0 credits were
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* exhausted mid-investigation) — re-run `enrich acquire --source pipe0` once
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* credits refill; if it still returns 0, the next suspects are the
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* `current_seniority_levels` shape/values and `locations`. Note fit-scoring backs
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* up PERSONA precision but NOT industry, so the industry filter is load-bearing.
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*/
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export function icpToCrustdataFilters(icp: Icp): Record<string, unknown> {
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const f: Record<string, unknown> = {};
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package/src/index.ts
CHANGED
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@@ -97,6 +97,48 @@ export {
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97
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type EnrichWorkItem,
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type MatchOutcome,
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} from "./enrich.ts";
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export {
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scaffoldWorkspace,
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starterEnrichConfig,
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starterIcp,
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starterPlaybook,
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type InitProvider,
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type InitSource,
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type ScaffoldFile,
|
|
108
|
+
type ScaffoldOptions,
|
|
109
|
+
} from "./init.ts";
|
|
110
|
+
export {
|
|
111
|
+
appendCoverage,
|
|
112
|
+
classifyAccount,
|
|
113
|
+
classifyCoverage,
|
|
114
|
+
computeCoverage,
|
|
115
|
+
coverageCountsFromSnapshot,
|
|
116
|
+
coveredAccounts,
|
|
117
|
+
coverageToText,
|
|
118
|
+
crmCheckableCriteria,
|
|
119
|
+
deriveAcvFromClosedWon,
|
|
120
|
+
deriveBuyersPerAccount,
|
|
121
|
+
estimateTam,
|
|
122
|
+
loadTamModel,
|
|
123
|
+
projectEta,
|
|
124
|
+
readCoverageTimeline,
|
|
125
|
+
saveTamModel,
|
|
126
|
+
tamDir,
|
|
127
|
+
tamReportToMarkdown,
|
|
128
|
+
type AccountTamClass,
|
|
129
|
+
type AcvBasis,
|
|
130
|
+
type DerivedAcv,
|
|
131
|
+
type DerivedBuyers,
|
|
132
|
+
type EstimateTamInput,
|
|
133
|
+
type TamClassified,
|
|
134
|
+
type TamCoverage,
|
|
135
|
+
type TamCoverageCounts,
|
|
136
|
+
type TamCrossCheck,
|
|
137
|
+
type TamEta,
|
|
138
|
+
type TamModel,
|
|
139
|
+
type TamTargeting,
|
|
140
|
+
type TamUniverse,
|
|
141
|
+
} from "./tam.ts";
|
|
100
142
|
export {
|
|
101
143
|
apolloPullKeysForAppend,
|
|
102
144
|
apolloPullKeysForRefresh,
|
package/src/init.ts
ADDED
|
@@ -0,0 +1,166 @@
|
|
|
1
|
+
/**
|
|
2
|
+
* `fullstackgtm init` — scaffold a GTM workspace from cold scratch.
|
|
3
|
+
*
|
|
4
|
+
* The product thesis (see docs/recipes.md): the CLI ships governed PRIMITIVES;
|
|
5
|
+
* the user's coding agent is the orchestrator. There is deliberately no
|
|
6
|
+
* `outbound` mega-verb. `init` is the one piece of scaffolding that earns its
|
|
7
|
+
* keep — it writes the three files a workspace needs so the very first
|
|
8
|
+
* `enrich acquire` / `signals` / `judge` / `draft` commands work, plus a
|
|
9
|
+
* PLAYBOOK that points at the recipes wired with THIS workspace's source and
|
|
10
|
+
* provider.
|
|
11
|
+
*
|
|
12
|
+
* It is a pure file-writer: no network, no credentials, never overwrites
|
|
13
|
+
* without `--force`. The starter ICP is a valid (editable) example so
|
|
14
|
+
* `icp show` / `enrich acquire` run immediately; re-run `icp interview` to
|
|
15
|
+
* replace it with a real one.
|
|
16
|
+
*/
|
|
17
|
+
|
|
18
|
+
import { builtinAcquirePreset, ENRICH_CONFIG_FILE_NAME, type EnrichConfig } from "./enrich.ts";
|
|
19
|
+
import { DEFAULT_FIT_THRESHOLD, type Icp } from "./icp.ts";
|
|
20
|
+
|
|
21
|
+
export type InitProvider = "hubspot" | "salesforce";
|
|
22
|
+
export type InitSource = "pipe0" | "explorium" | "linkedin";
|
|
23
|
+
|
|
24
|
+
export type ScaffoldOptions = {
|
|
25
|
+
/** discovery source the acquire preset + playbook are wired for. Default "pipe0". */
|
|
26
|
+
source?: InitSource;
|
|
27
|
+
/** CRM the playbook writes against. Default "hubspot". */
|
|
28
|
+
provider?: InitProvider;
|
|
29
|
+
/** profile the playbook scopes commands to (omitted = default profile). */
|
|
30
|
+
profile?: string;
|
|
31
|
+
};
|
|
32
|
+
|
|
33
|
+
export type ScaffoldFile = { path: string; content: string };
|
|
34
|
+
|
|
35
|
+
/** A placeholder owner id that can never match a real one, so the assign block
|
|
36
|
+
* is VISIBLE (leads route through it) yet safe: an unknown owner resolves to
|
|
37
|
+
* unassigned with a warning, never a wrong owner. Replace before acquiring. */
|
|
38
|
+
const PLACEHOLDER_OWNER = "REPLACE_WITH_OWNER_ID";
|
|
39
|
+
|
|
40
|
+
/** A generic, valid starter ICP. Edit it, or replace via `icp interview`. */
|
|
41
|
+
export function starterIcp(): Icp {
|
|
42
|
+
return {
|
|
43
|
+
name: "Example ICP — edit me (or rebuild with `fullstackgtm icp interview`)",
|
|
44
|
+
firmographics: {
|
|
45
|
+
industries: ["software", "saas"],
|
|
46
|
+
employeeBands: ["51-200", "201-500", "501-1000"],
|
|
47
|
+
geos: ["us"],
|
|
48
|
+
// Technographic targeting (the real RevOps signal): companies that USE a
|
|
49
|
+
// CRM/MAP. Drives `tam estimate|accounts --source theirstack`.
|
|
50
|
+
technologies: ["salesforce", "hubspot", "pipedrive"],
|
|
51
|
+
},
|
|
52
|
+
persona: {
|
|
53
|
+
jobLevels: ["vp", "director", "manager"],
|
|
54
|
+
departments: ["sales", "operations"],
|
|
55
|
+
titleKeywords: ["revenue operations", "revops", "sales operations", "gtm operations"],
|
|
56
|
+
},
|
|
57
|
+
scoring: { threshold: DEFAULT_FIT_THRESHOLD },
|
|
58
|
+
};
|
|
59
|
+
}
|
|
60
|
+
|
|
61
|
+
/** The acquire preset for the chosen source, with an explicit (placeholder)
|
|
62
|
+
* assign policy so the seam is visible — leads are never silently ownerless. */
|
|
63
|
+
export function starterEnrichConfig(source: InitSource): EnrichConfig {
|
|
64
|
+
const preset = builtinAcquirePreset(source);
|
|
65
|
+
if (!preset?.acquire) {
|
|
66
|
+
// builtinAcquirePreset covers pipe0/explorium/linkedin, so this is unreachable
|
|
67
|
+
// for the typed InitSource set — guard anyway rather than emit a broken file.
|
|
68
|
+
throw new Error(`init: no acquire preset for source "${source}"`);
|
|
69
|
+
}
|
|
70
|
+
return {
|
|
71
|
+
...preset,
|
|
72
|
+
acquire: { ...preset.acquire, assign: { strategy: "fixed", ownerId: PLACEHOLDER_OWNER } },
|
|
73
|
+
};
|
|
74
|
+
}
|
|
75
|
+
|
|
76
|
+
function profileFlag(profile?: string): string {
|
|
77
|
+
return profile ? ` --profile ${profile}` : "";
|
|
78
|
+
}
|
|
79
|
+
|
|
80
|
+
/** The workspace PLAYBOOK: the cold-start + outbound-loop recipes wired with the
|
|
81
|
+
* chosen source/provider/profile, pointing at docs/recipes.md for the rest. */
|
|
82
|
+
export function starterPlaybook(opts: Required<Pick<ScaffoldOptions, "source" | "provider">> & { profile?: string }): string {
|
|
83
|
+
const { source, provider, profile } = opts;
|
|
84
|
+
const p = profileFlag(profile);
|
|
85
|
+
const loginSource = source === "linkedin" ? "heyreach" : source;
|
|
86
|
+
return `# Workspace playbook
|
|
87
|
+
|
|
88
|
+
Scaffolded by \`fullstackgtm init\` for **${provider}**, discovery via **${source}**${
|
|
89
|
+
profile ? `, profile **${profile}**` : ""
|
|
90
|
+
}.
|
|
91
|
+
|
|
92
|
+
This CLI ships governed **primitives** — there is no \`outbound\` command. **You
|
|
93
|
+
(the coding agent) are the orchestrator:** chain the verbs into the play the
|
|
94
|
+
operator wants, surface the one approve gate, and bridge the last mile to the
|
|
95
|
+
sender. **The package never sends** — \`draft\` produces an approved task/opener;
|
|
96
|
+
the actual send happens in the operator's own channel tool.
|
|
97
|
+
|
|
98
|
+
Full recipe set: **docs/recipes.md** (cold-start, the trigger→judge→draft
|
|
99
|
+
outbound loop, scheduled-continuous, ABM-from-companies, hygiene-gated).
|
|
100
|
+
|
|
101
|
+
## 0. Connect (secrets via stdin/env, never argv)
|
|
102
|
+
|
|
103
|
+
\`\`\`bash
|
|
104
|
+
echo "$${provider === "hubspot" ? "HUBSPOT_TOKEN" : "SALESFORCE_ACCESS_TOKEN"}" | fullstackgtm login ${provider}${p}
|
|
105
|
+
echo "$${loginSource.toUpperCase()}_API_KEY" | fullstackgtm login ${loginSource}${p}
|
|
106
|
+
\`\`\`
|
|
107
|
+
|
|
108
|
+
## 1. Edit your targeting + assignment
|
|
109
|
+
|
|
110
|
+
- \`icp.json\` — the starter ICP. Edit it, or rebuild: \`fullstackgtm icp interview\`
|
|
111
|
+
(an agent drives the questions) → \`fullstackgtm icp set answers.json\`.
|
|
112
|
+
- \`${ENRICH_CONFIG_FILE_NAME}\` — set \`acquire.assign.ownerId\` (currently
|
|
113
|
+
\`${PLACEHOLDER_OWNER}\`) so acquired leads are never ownerless, or pass
|
|
114
|
+
\`--assign-owner <id>\` per run. Tune \`acquire.budget\` (records + spend caps).
|
|
115
|
+
|
|
116
|
+
## 2. Cold start — fill the CRM with targeted, owned, emailed leads
|
|
117
|
+
|
|
118
|
+
\`\`\`bash
|
|
119
|
+
fullstackgtm enrich acquire --source ${source} --provider ${provider}${p} --json # dry-run plan, writes NOTHING
|
|
120
|
+
fullstackgtm enrich acquire --source ${source} --provider ${provider}${p} --save # persist as needs_approval
|
|
121
|
+
fullstackgtm plans approve <plan-id>${p} --operations all
|
|
122
|
+
fullstackgtm apply --plan-id <plan-id> --provider ${provider}${p}
|
|
123
|
+
\`\`\`
|
|
124
|
+
|
|
125
|
+
Each lead lands owner-stamped and linked to a domain-stamped **account**, so the
|
|
126
|
+
signals/judge layer can watch it.
|
|
127
|
+
|
|
128
|
+
## 3. Outbound loop — reach an account the week something changes
|
|
129
|
+
|
|
130
|
+
\`\`\`bash
|
|
131
|
+
fullstackgtm signals fetch --bucket job,funding --watchlist crm:<segment>${p} --save
|
|
132
|
+
fullstackgtm icp judge --signals-from latest --provider ${provider}${p} --save --json # pass the snapshot → resolves accountId + contact
|
|
133
|
+
fullstackgtm draft --from-judge latest --channel email${p} --save --json # one grounded opener per hot account, as a create_task
|
|
134
|
+
fullstackgtm plans approve <plan-id>${p} --operations all
|
|
135
|
+
fullstackgtm apply --plan-id <plan-id> --provider ${provider}${p}
|
|
136
|
+
# → the agent sends the approved opener via the operator's channel tool, then:
|
|
137
|
+
fullstackgtm signals outcome --account <domain> --contact <contactId> --result replied${p}
|
|
138
|
+
\`\`\`
|
|
139
|
+
|
|
140
|
+
A domain-only judge decision (account not yet in the CRM) is rejected by \`draft\`
|
|
141
|
+
with "acquire it first" — run step 2 for that account, then re-judge.
|
|
142
|
+
|
|
143
|
+
## The boundary
|
|
144
|
+
|
|
145
|
+
- **Read freely. Write only through \`plans approve → apply\`.**
|
|
146
|
+
- **The package never sends.** \`draft\` is the last governed step.
|
|
147
|
+
- **You are the orchestrator.** These are starting points — compose them.
|
|
148
|
+
`;
|
|
149
|
+
}
|
|
150
|
+
|
|
151
|
+
/**
|
|
152
|
+
* Build the set of files `init` would write (pure — no IO). The caller decides
|
|
153
|
+
* which to actually write (skipping existing files unless --force).
|
|
154
|
+
*/
|
|
155
|
+
export function scaffoldWorkspace(opts: ScaffoldOptions = {}): ScaffoldFile[] {
|
|
156
|
+
const source: InitSource = opts.source ?? "pipe0";
|
|
157
|
+
const provider: InitProvider = opts.provider ?? "hubspot";
|
|
158
|
+
return [
|
|
159
|
+
{ path: "icp.json", content: `${JSON.stringify(starterIcp(), null, 2)}\n` },
|
|
160
|
+
{
|
|
161
|
+
path: ENRICH_CONFIG_FILE_NAME,
|
|
162
|
+
content: `${JSON.stringify(starterEnrichConfig(source), null, 2)}\n`,
|
|
163
|
+
},
|
|
164
|
+
{ path: "PLAYBOOK.md", content: starterPlaybook({ source, provider, profile: opts.profile }) },
|
|
165
|
+
];
|
|
166
|
+
}
|
package/src/judge.ts
CHANGED
|
@@ -35,6 +35,23 @@ export type JudgeDecisionKind = "send" | "nurture" | "skip";
|
|
|
35
35
|
|
|
36
36
|
export type JudgeDecision = {
|
|
37
37
|
accountDomain: string;
|
|
38
|
+
/**
|
|
39
|
+
* The CRM account this domain resolves to, when a snapshot was provided.
|
|
40
|
+
* Absent = the account is not in the CRM (a net-new domain) — downstream
|
|
41
|
+
* verbs must acquire it before they can write against it.
|
|
42
|
+
*/
|
|
43
|
+
accountId?: string;
|
|
44
|
+
/**
|
|
45
|
+
* The contact at the account to reach, when resolvable from the snapshot —
|
|
46
|
+
* the answer to "who do I message at this hot account". `draft` targets this
|
|
47
|
+
* contact's id; absent contact + present accountId targets the account.
|
|
48
|
+
*/
|
|
49
|
+
contact?: ContactRef;
|
|
50
|
+
/**
|
|
51
|
+
* All in-CRM contacts at the account (primary first), capped — so an agent can
|
|
52
|
+
* multi-thread beyond the single primary. `contact` is `contacts[0]`.
|
|
53
|
+
*/
|
|
54
|
+
contacts?: ContactRef[];
|
|
38
55
|
/** 0-100. */
|
|
39
56
|
score: number;
|
|
40
57
|
decision: JudgeDecisionKind;
|
|
@@ -333,22 +350,75 @@ export function accountRecentlyTouched(
|
|
|
333
350
|
}
|
|
334
351
|
|
|
335
352
|
/**
|
|
336
|
-
*
|
|
337
|
-
*
|
|
338
|
-
* fit
|
|
353
|
+
* Resolve a signal's account domain to the CRM account record and the best
|
|
354
|
+
* contact at it (preferring one with a title). The single domain→account→contact
|
|
355
|
+
* join used by both fit scoring and target surfacing — so "who do I message at
|
|
356
|
+
* this account" is computed once and consistently.
|
|
339
357
|
*/
|
|
340
|
-
|
|
358
|
+
function findAccountAndBestContact(
|
|
341
359
|
accountDomain: string,
|
|
342
360
|
snapshot: CanonicalGtmSnapshot,
|
|
343
|
-
): {
|
|
361
|
+
): {
|
|
362
|
+
account: CanonicalGtmSnapshot["accounts"][number];
|
|
363
|
+
contact?: CanonicalGtmSnapshot["contacts"][number];
|
|
364
|
+
contacts: CanonicalGtmSnapshot["contacts"];
|
|
365
|
+
} | undefined {
|
|
344
366
|
const domain = normalizeAccountDomain(accountDomain);
|
|
345
367
|
if (!domain) return undefined;
|
|
346
368
|
const account = (snapshot.accounts ?? []).find((a) => normalizeAccountDomain(a.domain ?? "") === domain);
|
|
347
369
|
if (!account) return undefined;
|
|
348
|
-
|
|
349
|
-
const
|
|
350
|
-
|
|
351
|
-
|
|
370
|
+
// Titled contacts first (a title is what fit scores on); the first is primary.
|
|
371
|
+
const contacts = (snapshot.contacts ?? [])
|
|
372
|
+
.filter((c) => c.accountId === account.id)
|
|
373
|
+
.sort((a, b) => (b.title ? 1 : 0) - (a.title ? 1 : 0));
|
|
374
|
+
return { account, contact: contacts[0], contacts };
|
|
375
|
+
}
|
|
376
|
+
|
|
377
|
+
/**
|
|
378
|
+
* Best-matching contact for an account, shaped for fit scoring (the title is
|
|
379
|
+
* what `scoreProspectAgainstIcp` reads). Returns undefined when the
|
|
380
|
+
* account/contact isn't in the snapshot.
|
|
381
|
+
*/
|
|
382
|
+
export function bestContactForAccount(
|
|
383
|
+
accountDomain: string,
|
|
384
|
+
snapshot: CanonicalGtmSnapshot,
|
|
385
|
+
): { jobTitle?: string; jobLevel?: string; jobDepartment?: string; headline?: string } | undefined {
|
|
386
|
+
const found = findAccountAndBestContact(accountDomain, snapshot);
|
|
387
|
+
if (!found?.contact) return undefined;
|
|
388
|
+
return { jobTitle: found.contact.title };
|
|
389
|
+
}
|
|
390
|
+
|
|
391
|
+
/**
|
|
392
|
+
* Resolve the CRM target for an account domain: its `accountId` (when the
|
|
393
|
+
* account exists in the snapshot) and the best `contact` to reach (id + email +
|
|
394
|
+
* title). This is what `draft` writes against — a real record id, never the
|
|
395
|
+
* domain. `{}` when the account is not in the CRM (a net-new domain).
|
|
396
|
+
*/
|
|
397
|
+
export type ContactRef = { id: string; email?: string; title?: string };
|
|
398
|
+
|
|
399
|
+
/** Cap on candidate contacts surfaced per account (the rest stay in the CRM). */
|
|
400
|
+
const MAX_CANDIDATE_CONTACTS = 10;
|
|
401
|
+
|
|
402
|
+
const toContactRef = (c: CanonicalGtmSnapshot["contacts"][number]): ContactRef => ({
|
|
403
|
+
id: c.id,
|
|
404
|
+
...(c.email ? { email: c.email } : {}),
|
|
405
|
+
...(c.title ? { title: c.title } : {}),
|
|
406
|
+
});
|
|
407
|
+
|
|
408
|
+
export function resolveAccountTarget(
|
|
409
|
+
accountDomain: string,
|
|
410
|
+
snapshot: CanonicalGtmSnapshot,
|
|
411
|
+
): { accountId?: string; contact?: ContactRef; contacts?: ContactRef[] } {
|
|
412
|
+
const found = findAccountAndBestContact(accountDomain, snapshot);
|
|
413
|
+
if (!found) return {};
|
|
414
|
+
const { account, contact, contacts } = found;
|
|
415
|
+
return {
|
|
416
|
+
accountId: account.id,
|
|
417
|
+
...(contact ? { contact: toContactRef(contact) } : {}),
|
|
418
|
+
// The candidate contacts at the account, so an agent can multi-thread
|
|
419
|
+
// beyond the single primary. Capped; primary is contacts[0].
|
|
420
|
+
...(contacts.length ? { contacts: contacts.slice(0, MAX_CANDIDATE_CONTACTS).map(toContactRef) } : {}),
|
|
421
|
+
};
|
|
352
422
|
}
|
|
353
423
|
|
|
354
424
|
// ---------------------------------------------------------------------------
|
|
@@ -559,10 +629,11 @@ export async function judgeSignals(opts: {
|
|
|
559
629
|
|
|
560
630
|
const decisions: JudgeDecision[] = [];
|
|
561
631
|
for (const [domain, signals] of byAccount) {
|
|
632
|
+
// Memory + fit stay gated on --with-history (scoring semantics unchanged).
|
|
562
633
|
const recentlyTouched =
|
|
563
634
|
opts.withHistory && opts.snapshot ? accountRecentlyTouched(domain, opts.snapshot, now) : false;
|
|
564
635
|
const bestContact =
|
|
565
|
-
opts.icp && opts.snapshot ? bestContactForAccount(domain, opts.snapshot) : undefined;
|
|
636
|
+
opts.withHistory && opts.icp && opts.snapshot ? bestContactForAccount(domain, opts.snapshot) : undefined;
|
|
566
637
|
const score = scoreAccount({
|
|
567
638
|
accountDomain: domain,
|
|
568
639
|
signals,
|
|
@@ -578,7 +649,10 @@ export async function judgeSignals(opts: {
|
|
|
578
649
|
opts.llm && opts.promptTemplate
|
|
579
650
|
? await judgeDecisionLlm(score, opts.promptTemplate, opts.llm)
|
|
580
651
|
: deterministicDecision(score);
|
|
581
|
-
|
|
652
|
+
// Surface the CRM target (accountId + best contact) whenever a snapshot is
|
|
653
|
+
// present — independent of --with-history. This is what makes a decision
|
|
654
|
+
// actionable: draft writes against contact.id / accountId, never the domain.
|
|
655
|
+
decisions.push(opts.snapshot ? { ...decision, ...resolveAccountTarget(domain, opts.snapshot) } : decision);
|
|
582
656
|
}
|
|
583
657
|
|
|
584
658
|
return decisions.sort((a, b) => b.score - a.score || a.accountDomain.localeCompare(b.accountDomain));
|
package/src/judgeEval.ts
CHANGED
|
@@ -205,7 +205,14 @@ export function defaultJudgeFn(opts: { config?: SignalsConfig; icp?: Icp; now?:
|
|
|
205
205
|
// ---------------------------------------------------------------------------
|
|
206
206
|
// The default golden set (ships inline so `icp eval --golden default` is free)
|
|
207
207
|
|
|
208
|
-
|
|
208
|
+
/**
|
|
209
|
+
* The default golden set's clock. Every `firstSeen` below is relative to this
|
|
210
|
+
* instant, so grading MUST pin `now: new Date(DEFAULT_GOLDEN_NOW_ISO)` —
|
|
211
|
+
* grading against wall time lets freshness decay rot the "fresh → send" rows,
|
|
212
|
+
* and the gate starts failing on a calendar date instead of a code change.
|
|
213
|
+
*/
|
|
214
|
+
export const DEFAULT_GOLDEN_NOW_ISO = "2026-06-23T12:00:00.000Z";
|
|
215
|
+
const GOLD_NOW_ISO = DEFAULT_GOLDEN_NOW_ISO;
|
|
209
216
|
|
|
210
217
|
function goldSignal(over: {
|
|
211
218
|
accountDomain: string;
|
package/src/runReport.ts
CHANGED
|
@@ -11,7 +11,34 @@ import { getCredential } from "./credentials.ts";
|
|
|
11
11
|
|
|
12
12
|
type RunEvent = { ts: number; type: string; detail?: string };
|
|
13
13
|
|
|
14
|
+
/**
|
|
15
|
+
* Per-row finding for the hosted run timeline. IDs + issue type ONLY — no field
|
|
16
|
+
* values ever leave the CLI, keeping the audit's row data on the operator's side
|
|
17
|
+
* while still giving the dashboard navigable, filterable detail.
|
|
18
|
+
*/
|
|
19
|
+
export type RunFinding = {
|
|
20
|
+
objectType: string;
|
|
21
|
+
objectId: string;
|
|
22
|
+
severity: string;
|
|
23
|
+
ruleId: string;
|
|
24
|
+
field?: string;
|
|
25
|
+
operation?: string;
|
|
26
|
+
};
|
|
27
|
+
|
|
28
|
+
/**
|
|
29
|
+
* Where a run's findings live in the source CRM, so the dashboard can deep-link
|
|
30
|
+
* each record. `recordUrlBase` is the provider's record URL prefix; the
|
|
31
|
+
* dashboard appends the per-object path. Just an URL prefix — no record data.
|
|
32
|
+
*/
|
|
33
|
+
export type RunCrm = { provider: string; recordUrlBase: string };
|
|
34
|
+
|
|
35
|
+
// Bound the fire-and-forget POST: a pathological audit could surface thousands
|
|
36
|
+
// of findings; cap what we ship (counts still carry the true total).
|
|
37
|
+
const MAX_REPORTED_FINDINGS = 2000;
|
|
38
|
+
|
|
14
39
|
let counts: Record<string, unknown> | undefined;
|
|
40
|
+
let findings: RunFinding[] | undefined;
|
|
41
|
+
let crm: RunCrm | undefined;
|
|
15
42
|
const events: RunEvent[] = [];
|
|
16
43
|
|
|
17
44
|
/** A command annotates its headline metrics (merged). */
|
|
@@ -19,6 +46,16 @@ export function reportCounts(values: Record<string, unknown>): void {
|
|
|
19
46
|
counts = { ...(counts ?? {}), ...values };
|
|
20
47
|
}
|
|
21
48
|
|
|
49
|
+
/** A command reports per-row findings (IDs + issue type, no values). */
|
|
50
|
+
export function reportFindings(values: RunFinding[]): void {
|
|
51
|
+
findings = values.slice(0, MAX_REPORTED_FINDINGS);
|
|
52
|
+
}
|
|
53
|
+
|
|
54
|
+
/** A command reports the source CRM's record-URL base for dashboard deep-links. */
|
|
55
|
+
export function reportCrm(value: RunCrm): void {
|
|
56
|
+
crm = value;
|
|
57
|
+
}
|
|
58
|
+
|
|
22
59
|
/** A command annotates a structured event (plan saved, meter charged, …). */
|
|
23
60
|
export function reportEvent(type: string, detail?: string): void {
|
|
24
61
|
events.push({ ts: Date.now(), type, detail });
|
|
@@ -65,6 +102,8 @@ export async function flushRunReport(
|
|
|
65
102
|
finishedAt,
|
|
66
103
|
durationMs: finishedAt - startedAt,
|
|
67
104
|
counts,
|
|
105
|
+
findings: findings?.length ? findings : undefined,
|
|
106
|
+
crm,
|
|
68
107
|
events: events.length ? events : undefined,
|
|
69
108
|
error,
|
|
70
109
|
}),
|