fullstackgtm 0.42.0 → 0.44.0

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Files changed (68) hide show
  1. package/CHANGELOG.md +273 -0
  2. package/README.md +18 -7
  3. package/dist/calls.d.ts +13 -0
  4. package/dist/calls.js +14 -3
  5. package/dist/cli.js +718 -60
  6. package/dist/connectors/hubspot.js +58 -24
  7. package/dist/connectors/outboxChannel.d.ts +64 -0
  8. package/dist/connectors/outboxChannel.js +170 -0
  9. package/dist/connectors/prospectSources.d.ts +22 -0
  10. package/dist/connectors/prospectSources.js +43 -0
  11. package/dist/connectors/salesforce.js +40 -15
  12. package/dist/connectors/signalSources.d.ts +105 -0
  13. package/dist/connectors/signalSources.js +316 -0
  14. package/dist/connectors/theirstack.d.ts +84 -0
  15. package/dist/connectors/theirstack.js +125 -0
  16. package/dist/draft.js +27 -5
  17. package/dist/enrich.d.ts +6 -0
  18. package/dist/enrich.js +47 -1
  19. package/dist/health.d.ts +12 -0
  20. package/dist/health.js +29 -2
  21. package/dist/icp.d.ts +47 -3
  22. package/dist/icp.js +105 -11
  23. package/dist/index.d.ts +2 -0
  24. package/dist/index.js +2 -0
  25. package/dist/init.d.ts +47 -0
  26. package/dist/init.js +143 -0
  27. package/dist/judge.d.ts +36 -3
  28. package/dist/judge.js +46 -10
  29. package/dist/judgeEval.d.ts +7 -0
  30. package/dist/judgeEval.js +8 -1
  31. package/dist/runReport.d.ts +26 -0
  32. package/dist/runReport.js +15 -0
  33. package/dist/schedule.js +18 -4
  34. package/dist/signals.d.ts +58 -0
  35. package/dist/signals.js +65 -0
  36. package/dist/tam.d.ts +225 -0
  37. package/dist/tam.js +470 -0
  38. package/dist/types.d.ts +12 -0
  39. package/docs/api.md +26 -4
  40. package/docs/outbox-format.md +92 -0
  41. package/docs/recipes.md +195 -0
  42. package/docs/roadmap-to-1.0.md +31 -1
  43. package/docs/signal-spool-format.md +162 -0
  44. package/docs/tam.md +195 -0
  45. package/llms.txt +89 -1
  46. package/package.json +1 -1
  47. package/skills/fullstackgtm/SKILL.md +17 -1
  48. package/src/calls.ts +24 -3
  49. package/src/cli.ts +809 -55
  50. package/src/connectors/hubspot.ts +55 -23
  51. package/src/connectors/outboxChannel.ts +202 -0
  52. package/src/connectors/prospectSources.ts +57 -0
  53. package/src/connectors/salesforce.ts +39 -14
  54. package/src/connectors/signalSources.ts +363 -0
  55. package/src/connectors/theirstack.ts +170 -0
  56. package/src/draft.ts +26 -5
  57. package/src/enrich.ts +51 -1
  58. package/src/health.ts +47 -2
  59. package/src/icp.ts +113 -11
  60. package/src/index.ts +42 -0
  61. package/src/init.ts +166 -0
  62. package/src/judge.ts +85 -11
  63. package/src/judgeEval.ts +8 -1
  64. package/src/runReport.ts +39 -0
  65. package/src/schedule.ts +20 -4
  66. package/src/signals.ts +95 -0
  67. package/src/tam.ts +654 -0
  68. package/src/types.ts +12 -0
package/dist/judge.js CHANGED
@@ -223,22 +223,54 @@ export function accountRecentlyTouched(accountDomain, snapshot, now = new Date()
223
223
  return false;
224
224
  }
225
225
  /**
226
- * Find the best-matching contact for an account from the snapshot, for fit
227
- * scoring: the account's contacts, preferring one with a title (a title is what
228
- * fit scores on). Returns undefined when the account/contact isn't in snapshot.
226
+ * Resolve a signal's account domain to the CRM account record and the best
227
+ * contact at it (preferring one with a title). The single domain→account→contact
228
+ * join used by both fit scoring and target surfacing so "who do I message at
229
+ * this account" is computed once and consistently.
229
230
  */
230
- export function bestContactForAccount(accountDomain, snapshot) {
231
+ function findAccountAndBestContact(accountDomain, snapshot) {
231
232
  const domain = normalizeAccountDomain(accountDomain);
232
233
  if (!domain)
233
234
  return undefined;
234
235
  const account = (snapshot.accounts ?? []).find((a) => normalizeAccountDomain(a.domain ?? "") === domain);
235
236
  if (!account)
236
237
  return undefined;
237
- const contacts = (snapshot.contacts ?? []).filter((c) => c.accountId === account.id);
238
- const withTitle = contacts.find((c) => c.title) ?? contacts[0];
239
- if (!withTitle)
238
+ // Titled contacts first (a title is what fit scores on); the first is primary.
239
+ const contacts = (snapshot.contacts ?? [])
240
+ .filter((c) => c.accountId === account.id)
241
+ .sort((a, b) => (b.title ? 1 : 0) - (a.title ? 1 : 0));
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+ return { account, contact: contacts[0], contacts };
243
+ }
244
+ /**
245
+ * Best-matching contact for an account, shaped for fit scoring (the title is
246
+ * what `scoreProspectAgainstIcp` reads). Returns undefined when the
247
+ * account/contact isn't in the snapshot.
248
+ */
249
+ export function bestContactForAccount(accountDomain, snapshot) {
250
+ const found = findAccountAndBestContact(accountDomain, snapshot);
251
+ if (!found?.contact)
240
252
  return undefined;
241
- return { jobTitle: withTitle.title };
253
+ return { jobTitle: found.contact.title };
254
+ }
255
+ /** Cap on candidate contacts surfaced per account (the rest stay in the CRM). */
256
+ const MAX_CANDIDATE_CONTACTS = 10;
257
+ const toContactRef = (c) => ({
258
+ id: c.id,
259
+ ...(c.email ? { email: c.email } : {}),
260
+ ...(c.title ? { title: c.title } : {}),
261
+ });
262
+ export function resolveAccountTarget(accountDomain, snapshot) {
263
+ const found = findAccountAndBestContact(accountDomain, snapshot);
264
+ if (!found)
265
+ return {};
266
+ const { account, contact, contacts } = found;
267
+ return {
268
+ accountId: account.id,
269
+ ...(contact ? { contact: toContactRef(contact) } : {}),
270
+ // The candidate contacts at the account, so an agent can multi-thread
271
+ // beyond the single primary. Capped; primary is contacts[0].
272
+ ...(contacts.length ? { contacts: contacts.slice(0, MAX_CANDIDATE_CONTACTS).map(toContactRef) } : {}),
273
+ };
242
274
  }
243
275
  // ---------------------------------------------------------------------------
244
276
  // Deterministic baseline decision
@@ -406,8 +438,9 @@ export async function judgeSignals(opts) {
406
438
  }
407
439
  const decisions = [];
408
440
  for (const [domain, signals] of byAccount) {
441
+ // Memory + fit stay gated on --with-history (scoring semantics unchanged).
409
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  const recentlyTouched = opts.withHistory && opts.snapshot ? accountRecentlyTouched(domain, opts.snapshot, now) : false;
410
- const bestContact = opts.icp && opts.snapshot ? bestContactForAccount(domain, opts.snapshot) : undefined;
443
+ const bestContact = opts.withHistory && opts.icp && opts.snapshot ? bestContactForAccount(domain, opts.snapshot) : undefined;
411
444
  const score = scoreAccount({
412
445
  accountDomain: domain,
413
446
  signals,
@@ -422,7 +455,10 @@ export async function judgeSignals(opts) {
422
455
  const decision = opts.llm && opts.promptTemplate
423
456
  ? await judgeDecisionLlm(score, opts.promptTemplate, opts.llm)
424
457
  : deterministicDecision(score);
425
- decisions.push(decision);
458
+ // Surface the CRM target (accountId + best contact) whenever a snapshot is
459
+ // present — independent of --with-history. This is what makes a decision
460
+ // actionable: draft writes against contact.id / accountId, never the domain.
461
+ decisions.push(opts.snapshot ? { ...decision, ...resolveAccountTarget(domain, opts.snapshot) } : decision);
426
462
  }
427
463
  return decisions.sort((a, b) => b.score - a.score || a.accountDomain.localeCompare(b.accountDomain));
428
464
  }
@@ -110,6 +110,13 @@ export declare function defaultJudgeFn(opts?: {
110
110
  icp?: Icp;
111
111
  now?: Date;
112
112
  }): EvalJudgeFn;
113
+ /**
114
+ * The default golden set's clock. Every `firstSeen` below is relative to this
115
+ * instant, so grading MUST pin `now: new Date(DEFAULT_GOLDEN_NOW_ISO)` —
116
+ * grading against wall time lets freshness decay rot the "fresh → send" rows,
117
+ * and the gate starts failing on a calendar date instead of a code change.
118
+ */
119
+ export declare const DEFAULT_GOLDEN_NOW_ISO = "2026-06-23T12:00:00.000Z";
113
120
  /**
114
121
  * A starter labeled set covering the four rubric corners, so `icp eval --golden
115
122
  * default` runs offline and the deterministic baseline passes it (>= the default
package/dist/judgeEval.js CHANGED
@@ -85,7 +85,14 @@ export function defaultJudgeFn(opts = {}) {
85
85
  }
86
86
  // ---------------------------------------------------------------------------
87
87
  // The default golden set (ships inline so `icp eval --golden default` is free)
88
- const GOLD_NOW_ISO = "2026-06-23T12:00:00.000Z";
88
+ /**
89
+ * The default golden set's clock. Every `firstSeen` below is relative to this
90
+ * instant, so grading MUST pin `now: new Date(DEFAULT_GOLDEN_NOW_ISO)` —
91
+ * grading against wall time lets freshness decay rot the "fresh → send" rows,
92
+ * and the gate starts failing on a calendar date instead of a code change.
93
+ */
94
+ export const DEFAULT_GOLDEN_NOW_ISO = "2026-06-23T12:00:00.000Z";
95
+ const GOLD_NOW_ISO = DEFAULT_GOLDEN_NOW_ISO;
89
96
  function goldSignal(over) {
90
97
  const domain = normalizeAccountDomain(over.accountDomain);
91
98
  return {
@@ -1,5 +1,31 @@
1
+ /**
2
+ * Per-row finding for the hosted run timeline. IDs + issue type ONLY — no field
3
+ * values ever leave the CLI, keeping the audit's row data on the operator's side
4
+ * while still giving the dashboard navigable, filterable detail.
5
+ */
6
+ export type RunFinding = {
7
+ objectType: string;
8
+ objectId: string;
9
+ severity: string;
10
+ ruleId: string;
11
+ field?: string;
12
+ operation?: string;
13
+ };
14
+ /**
15
+ * Where a run's findings live in the source CRM, so the dashboard can deep-link
16
+ * each record. `recordUrlBase` is the provider's record URL prefix; the
17
+ * dashboard appends the per-object path. Just an URL prefix — no record data.
18
+ */
19
+ export type RunCrm = {
20
+ provider: string;
21
+ recordUrlBase: string;
22
+ };
1
23
  /** A command annotates its headline metrics (merged). */
2
24
  export declare function reportCounts(values: Record<string, unknown>): void;
25
+ /** A command reports per-row findings (IDs + issue type, no values). */
26
+ export declare function reportFindings(values: RunFinding[]): void;
27
+ /** A command reports the source CRM's record-URL base for dashboard deep-links. */
28
+ export declare function reportCrm(value: RunCrm): void;
3
29
  /** A command annotates a structured event (plan saved, meter charged, …). */
4
30
  export declare function reportEvent(type: string, detail?: string): void;
5
31
  /**
package/dist/runReport.js CHANGED
@@ -8,12 +8,25 @@
8
8
  * pure added value for users who granted it.
9
9
  */
10
10
  import { getCredential } from "./credentials.js";
11
+ // Bound the fire-and-forget POST: a pathological audit could surface thousands
12
+ // of findings; cap what we ship (counts still carry the true total).
13
+ const MAX_REPORTED_FINDINGS = 2000;
11
14
  let counts;
15
+ let findings;
16
+ let crm;
12
17
  const events = [];
13
18
  /** A command annotates its headline metrics (merged). */
14
19
  export function reportCounts(values) {
15
20
  counts = { ...(counts ?? {}), ...values };
16
21
  }
22
+ /** A command reports per-row findings (IDs + issue type, no values). */
23
+ export function reportFindings(values) {
24
+ findings = values.slice(0, MAX_REPORTED_FINDINGS);
25
+ }
26
+ /** A command reports the source CRM's record-URL base for dashboard deep-links. */
27
+ export function reportCrm(value) {
28
+ crm = value;
29
+ }
17
30
  /** A command annotates a structured event (plan saved, meter charged, …). */
18
31
  export function reportEvent(type, detail) {
19
32
  events.push({ ts: Date.now(), type, detail });
@@ -54,6 +67,8 @@ export async function flushRunReport(args, status, startedAt, error) {
54
67
  finishedAt,
55
68
  durationMs: finishedAt - startedAt,
56
69
  counts,
70
+ findings: findings?.length ? findings : undefined,
71
+ crm,
57
72
  events: events.length ? events : undefined,
58
73
  error,
59
74
  }),
package/dist/schedule.js CHANGED
@@ -29,7 +29,13 @@ const SCHEDULABLE = {
29
29
  suggest: null,
30
30
  report: null,
31
31
  doctor: null,
32
- enrich: ["append", "refresh"],
32
+ // `enrich append|refresh` fill blanks; `enrich acquire` creates net-new
33
+ // leads — but ONLY as a needs_approval `create_record` plan (`--save`,
34
+ // required below), never a write. This is what lets `tam populate` chip away
35
+ // at a TAM unattended: each firing queues a fresh lead plan, the meter is
36
+ // charged only at apply, and apply stays `apply --plan-id` (re-checked
37
+ // approved). So scheduled acquire accumulates proposals, never surprise leads.
38
+ enrich: ["append", "refresh", "acquire"],
33
39
  market: ["capture", "refresh"],
34
40
  // The GTM brain. `signals fetch` is read-only re: CRM (--save persists only
35
41
  // the local signal ledger). `icp judge`/`icp eval` are read-only/grade-only
@@ -41,9 +47,9 @@ const SCHEDULABLE = {
41
47
  icp: ["judge", "eval"],
42
48
  draft: null,
43
49
  };
44
- const ALLOWLIST_SUMMARY = "audit, snapshot, enrich append|refresh, market capture|refresh, signals fetch, " +
45
- "icp judge|eval, draft (stages a plan), suggest, report, doctor — " +
46
- "plus apply --plan-id <id> (re-checked approved at every firing)";
50
+ const ALLOWLIST_SUMMARY = "audit, snapshot, enrich append|refresh, enrich acquire --save (stages a lead plan), " +
51
+ "market capture|refresh, signals fetch, icp judge|eval, draft (stages a plan), " +
52
+ "suggest, report, doctor — plus apply --plan-id <id> (re-checked approved at every firing)";
47
53
  /**
48
54
  * Validate that an argv resolves to a schedulable fullstackgtm command.
49
55
  * Enforced at `schedule add` time AND re-checked at `schedule run` time (the
@@ -89,6 +95,14 @@ export function validateSchedulableArgv(argv) {
89
95
  .map((name) => `${head} ${name}`)
90
96
  .join(", ")}.`);
91
97
  }
98
+ // `enrich acquire` is schedulable ONLY in its plan-producing form: without
99
+ // --save it's a dry-run that writes nothing AND queues nothing, so an
100
+ // unattended firing would silently no-op. Require --save so a scheduled
101
+ // acquire always leaves a needs_approval plan behind (apply stays gated).
102
+ if (head === "enrich" && sub === "acquire" && !argv.includes("--save")) {
103
+ throw new Error("Scheduled `enrich acquire` must include --save so each firing queues a needs_approval lead plan " +
104
+ "(without it the run produces nothing). Apply stays a separate human gate (`apply --plan-id <id>`).");
105
+ }
92
106
  }
93
107
  }
94
108
  /**
package/dist/signals.d.ts CHANGED
@@ -53,6 +53,9 @@ export type SignalOutcome = {
53
53
  id: string;
54
54
  accountDomain: string;
55
55
  touchId?: string;
56
+ /** The contact the touch went to (from the judge decision), when known — so an
57
+ * outcome credits the person reached, not just the account domain. */
58
+ contactId?: string;
56
59
  result: SignalOutcomeResult;
57
60
  recordedAt: string;
58
61
  /** Signal ids credited (from the judge decision). */
@@ -129,6 +132,41 @@ export declare function buildSignalsFromAts(rawJobs: Array<AtsJob & {
129
132
  now?: Date;
130
133
  priorSignals?: Signal[];
131
134
  }): Signal[];
135
+ /**
136
+ * One staged signal row: the platform-agnostic intake shape every NON-job source
137
+ * produces (a source connector's output, or a `--from` JSON row). It carries the
138
+ * evidence anchor (`quote`) but none of the derived fields (`id`, `weight`,
139
+ * `source`) — `stagedRowToSignal` fills those so there is ONE place that gates
140
+ * evidence and stamps identity, whether the row came from a file or an API.
141
+ */
142
+ export type StagedSignalRow = {
143
+ bucket: SignalBucket;
144
+ accountDomain: string;
145
+ trigger: string;
146
+ /** VERBATIM evidence — required, non-empty. */
147
+ quote: string;
148
+ sourceUrl?: string;
149
+ /** ISO 8601; defaults to run time when absent. */
150
+ firstSeen?: string;
151
+ /** Optional explicit weight; defaults to the bucket's configured weight. */
152
+ weight?: number;
153
+ };
154
+ /**
155
+ * Validate one loosely-typed staged row and turn it into a `Signal`, applying
156
+ * the verbatim-evidence gate (a row with no quote is rejected, never faked) and
157
+ * the same id/normalization logic the ATS path uses. `errorLabel` lets the
158
+ * caller produce a precise message ("--from f.json: row 3", "serpapi-news row 0")
159
+ * since both the `--from` ingest and the source-connector registry funnel here.
160
+ *
161
+ * Throws on a malformed row; returns the canonical `Signal` on success. Bucket
162
+ * FILTERING (skip rows outside a `--bucket` selection) stays with the caller —
163
+ * this function is per-row validation only.
164
+ */
165
+ export declare function stagedRowToSignal(entry: Record<string, unknown>, opts: {
166
+ now: Date;
167
+ source: string;
168
+ errorLabel: string;
169
+ }): Signal;
132
170
  /**
133
171
  * Split candidate signals into fresh vs. deduped against prior signals. A
134
172
  * candidate is deduped when a prior signal shares its `dedupKey`
@@ -157,6 +195,25 @@ export declare function dedupeSignals(candidates: Signal[], priorSignals: Signal
157
195
  */
158
196
  export declare function computeWeights(config: SignalsConfig, outcomes: SignalOutcome[], signalsById?: Map<string, Signal>): Record<SignalBucket, number>;
159
197
  export declare function signalsDir(baseDir?: string): string;
198
+ /**
199
+ * Conventional webhook landing zone: `<signals>/spool`, profile-scoped. A
200
+ * webhook receiver (hosted, or the operator's own glue) appends one JSONL row
201
+ * per event to a `*.jsonl` file here; `signals fetch --connector file` reads the
202
+ * whole directory when given no explicit path. The CLI never writes here — the
203
+ * receiver does — so this is just the agreed-upon location, not a managed store.
204
+ * Per-source files (`rb2b.jsonl`, `hubspot.jsonl`, …) coexist. See
205
+ * docs/signal-spool-format.md.
206
+ */
207
+ export declare function signalsSpoolDir(baseDir?: string): string;
208
+ /**
209
+ * Conventional outbox: `<signals>/outbox`, profile-scoped — the SEND-side mirror
210
+ * of the spool. `apply --channel outbox` renders each APPROVED drafted opener to
211
+ * a `<channel>.jsonl` file here (one row per touch); a downstream sender (hosted,
212
+ * or the operator's own) drains it. The CLI WRITES governed, approved send
213
+ * intents here but TRANSMITS NOTHING — the "drafts everything, transmits nothing"
214
+ * invariant holds. See docs/outbox-format.md.
215
+ */
216
+ export declare function signalsOutboxDir(baseDir?: string): string;
160
217
  export type SignalRun = {
161
218
  id: string;
162
219
  runLabel: string;
@@ -191,6 +248,7 @@ export declare function createFileSignalStore(directory?: string): SignalStore;
191
248
  export declare function makeOutcome(input: {
192
249
  accountDomain: string;
193
250
  touchId?: string;
251
+ contactId?: string;
194
252
  result: SignalOutcomeResult;
195
253
  creditedSignals?: string[];
196
254
  recordedAt?: string;
package/dist/signals.js CHANGED
@@ -292,6 +292,47 @@ function withinWindow(iso, now, windowDays) {
292
292
  return false;
293
293
  return now.getTime() - t <= windowDays * DAY_MS;
294
294
  }
295
+ /**
296
+ * Validate one loosely-typed staged row and turn it into a `Signal`, applying
297
+ * the verbatim-evidence gate (a row with no quote is rejected, never faked) and
298
+ * the same id/normalization logic the ATS path uses. `errorLabel` lets the
299
+ * caller produce a precise message ("--from f.json: row 3", "serpapi-news row 0")
300
+ * since both the `--from` ingest and the source-connector registry funnel here.
301
+ *
302
+ * Throws on a malformed row; returns the canonical `Signal` on success. Bucket
303
+ * FILTERING (skip rows outside a `--bucket` selection) stays with the caller —
304
+ * this function is per-row validation only.
305
+ */
306
+ export function stagedRowToSignal(entry, opts) {
307
+ const { now, source, errorLabel } = opts;
308
+ const bucket = String(entry.bucket ?? "");
309
+ if (!SIGNAL_BUCKETS.includes(bucket)) {
310
+ throw new Error(`${errorLabel} has unknown bucket "${bucket}" (one of ${SIGNAL_BUCKETS.join(", ")}).`);
311
+ }
312
+ const accountDomain = normalizeAccountDomain(String(entry.accountDomain ?? entry.domain ?? ""));
313
+ if (!accountDomain)
314
+ throw new Error(`${errorLabel} is missing accountDomain.`);
315
+ const trigger = String(entry.trigger ?? "").trim();
316
+ if (!trigger)
317
+ throw new Error(`${errorLabel} is missing trigger.`);
318
+ const quote = String(entry.quote ?? "").trim();
319
+ if (!quote)
320
+ throw new Error(`${errorLabel} is missing the verbatim quote (the evidence anchor).`);
321
+ const base = { accountDomain, bucket: bucket, trigger };
322
+ const firstSeen = typeof entry.firstSeen === "string" && entry.firstSeen ? entry.firstSeen : now.toISOString();
323
+ return {
324
+ id: signalId(base),
325
+ accountDomain,
326
+ bucket: bucket,
327
+ trigger,
328
+ quote,
329
+ sourceUrl: String(entry.sourceUrl ?? ""),
330
+ firstSeen,
331
+ weight: typeof entry.weight === "number" ? entry.weight : DEFAULT_SIGNALS_CONFIG.buckets[bucket].weight,
332
+ source,
333
+ judgedBy: null,
334
+ };
335
+ }
295
336
  // ---------------------------------------------------------------------------
296
337
  // Dedup
297
338
  /**
@@ -392,6 +433,29 @@ function blankCounts() {
392
433
  export function signalsDir(baseDir) {
393
434
  return join(baseDir ?? credentialsDir(), "signals");
394
435
  }
436
+ /**
437
+ * Conventional webhook landing zone: `<signals>/spool`, profile-scoped. A
438
+ * webhook receiver (hosted, or the operator's own glue) appends one JSONL row
439
+ * per event to a `*.jsonl` file here; `signals fetch --connector file` reads the
440
+ * whole directory when given no explicit path. The CLI never writes here — the
441
+ * receiver does — so this is just the agreed-upon location, not a managed store.
442
+ * Per-source files (`rb2b.jsonl`, `hubspot.jsonl`, …) coexist. See
443
+ * docs/signal-spool-format.md.
444
+ */
445
+ export function signalsSpoolDir(baseDir) {
446
+ return join(signalsDir(baseDir), "spool");
447
+ }
448
+ /**
449
+ * Conventional outbox: `<signals>/outbox`, profile-scoped — the SEND-side mirror
450
+ * of the spool. `apply --channel outbox` renders each APPROVED drafted opener to
451
+ * a `<channel>.jsonl` file here (one row per touch); a downstream sender (hosted,
452
+ * or the operator's own) drains it. The CLI WRITES governed, approved send
453
+ * intents here but TRANSMITS NOTHING — the "drafts everything, transmits nothing"
454
+ * invariant holds. See docs/outbox-format.md.
455
+ */
456
+ export function signalsOutboxDir(baseDir) {
457
+ return join(signalsDir(baseDir), "outbox");
458
+ }
395
459
  export function signalRunId(runLabel) {
396
460
  return `sigr_${fnv1a(runLabel)}`;
397
461
  }
@@ -508,6 +572,7 @@ export function makeOutcome(input) {
508
572
  id: outcomeId({ accountDomain, touchId: input.touchId, result: input.result, recordedAt }),
509
573
  accountDomain,
510
574
  ...(input.touchId !== undefined ? { touchId: input.touchId } : {}),
575
+ ...(input.contactId !== undefined ? { contactId: input.contactId } : {}),
511
576
  result: input.result,
512
577
  recordedAt,
513
578
  creditedSignals: input.creditedSignals ?? [],
package/dist/tam.d.ts ADDED
@@ -0,0 +1,225 @@
1
+ /**
2
+ * `tam` — Total Addressable Market mapping.
3
+ *
4
+ * Market mapping (`market`) answers "who else is in this category and where are
5
+ * the open fronts." TAM mapping answers a different, longer-horizon question:
6
+ * "how big is the reachable market for *my* ICP, and how far along am I in
7
+ * actually putting it in the CRM?"
8
+ *
9
+ * It is deliberately NOT a one-shot "$10B TAM" headline. The flow is iterative:
10
+ * 1. `tam estimate` — derive a defensible universe from the ICP: a real
11
+ * account count (a discovery provider's total-match for the ICP filter, or
12
+ * an explicit assumption), × ACV for the dollar figure, with buyers/account
13
+ * giving the *contact* population target. Citable cross-checks optional.
14
+ * 2. `tam populate` — schedule governed `enrich acquire --save` runs that chip
15
+ * away at the universe (plan-only; apply stays a separate human gate).
16
+ * 3. `tam status` / `tam report` — coverage over time: accounts/contacts/$
17
+ * in the CRM vs. the universe, what THIS campaign added since baseline, and
18
+ * an ETA at the current burn rate — so "it'll take a while" is quantified.
19
+ *
20
+ * This module is the pure, deterministic core (estimation + coverage + ETA math
21
+ * + a profile-scoped store). The CLI wires it to the ICP, the CRM snapshot, the
22
+ * discovery providers, and the scheduler.
23
+ */
24
+ import type { CanonicalAccount, CanonicalGtmSnapshot } from "./types.ts";
25
+ /**
26
+ * ACV basis. `account` (per logo / contract — the standard TAM basis) makes
27
+ * TAM = accounts × ACV. `buyer` (per seat) makes TAM = contacts × ACV, for
28
+ * genuinely seat-priced products. Buyers/account always drives the *contact*
29
+ * population target regardless of basis.
30
+ */
31
+ export type AcvBasis = "account" | "buyer";
32
+ /** A citable market-research figure that cross-checks the bottom-up estimate. */
33
+ export type TamCrossCheck = {
34
+ claim: string;
35
+ /** Parsed dollar value, when the claim is a $ figure — enables a direct compare. */
36
+ valueUsd?: number;
37
+ sourceUrl: string;
38
+ /** Verbatim snippet (same evidence posture as market signals). */
39
+ quote: string;
40
+ asOf?: string;
41
+ };
42
+ /** Real CRM counts that "fill" the TAM — accounts with a domain + their contacts. */
43
+ export type TamCoverageCounts = {
44
+ accounts: number;
45
+ contacts: number;
46
+ };
47
+ export type TamUniverse = {
48
+ accounts: number;
49
+ /** Where the account count came from: "provider:explorium" or "assumption". */
50
+ accountsSource: string;
51
+ buyersPerAccount: number;
52
+ /** how buyersPerAccount was set: "crm:avg-contacts-per-account (N)" or "explicit" or "assumption:...". */
53
+ buyersSource: string;
54
+ /** accounts × buyersPerAccount — the contact population target. */
55
+ contacts: number;
56
+ };
57
+ /**
58
+ * The ICP criteria the TAM was estimated against — captured at estimate time so
59
+ * `status` can classify CRM accounts as in/out of THIS TAM. geo/technology aren't
60
+ * on a CanonicalAccount, so only `employeeBands`/`industries` are CRM-checkable;
61
+ * geo + technographic verification needs re-enrichment (`--reverify`, future).
62
+ */
63
+ export type TamTargeting = {
64
+ geos?: string[];
65
+ employeeBands?: string[];
66
+ industries?: string[];
67
+ technologies?: string[];
68
+ };
69
+ export type TamModel = {
70
+ name: string;
71
+ icpName: string;
72
+ universe: TamUniverse;
73
+ /** the ICP filter this TAM was sized against (for coverage classification). */
74
+ targeting?: TamTargeting;
75
+ /** ACV must be REAL, never a fabricated default: `source` says where it came
76
+ * from ("explicit" from the operator, or "crm:closed-won (N deals, median)"). */
77
+ acv: {
78
+ basis: AcvBasis;
79
+ valueUsd: number;
80
+ source: string;
81
+ };
82
+ /** accounts × ACV (account basis) or contacts × ACV (buyer basis). */
83
+ tamUsd: number;
84
+ crossChecks: TamCrossCheck[];
85
+ /** CRM counts at estimate time, so `status` can attribute what the campaign added. */
86
+ baseline: TamCoverageCounts;
87
+ createdAt: string;
88
+ };
89
+ /** CRM accounts classified against the TAM ICP — only the in-TAM bucket counts. */
90
+ export type TamClassified = {
91
+ /** matches every CRM-checkable criterion (no contradiction) — counts toward coverage. */
92
+ inTam: number;
93
+ /** fails a checkable criterion (wrong size/industry) — NOT in this market. */
94
+ outOfTam: number;
95
+ /** missing the data to classify — surfaced, never silently counted. */
96
+ unknown: number;
97
+ /** all domain-bearing CRM accounts (inTam + outOfTam + unknown). */
98
+ totalCrm: number;
99
+ /** which criteria were CRM-checkable, e.g. ["size","industry"]. */
100
+ criteria: string[];
101
+ };
102
+ export type TamCoverage = {
103
+ at: string;
104
+ universe: {
105
+ accounts: number;
106
+ contacts: number;
107
+ tamUsd: number;
108
+ };
109
+ inCrm: TamCoverageCounts;
110
+ /** current − baseline (floored at 0) — what's been added since the TAM was set. */
111
+ addedSinceBaseline: TamCoverageCounts;
112
+ /** in-TAM (or total when unclassified) / universe, capped at 1. */
113
+ accountCoverage: number;
114
+ contactCoverage: number;
115
+ /** accountCoverage × tamUsd. */
116
+ dollarCovered: number;
117
+ /** present when the model carries targeting — the in/out/unknown breakdown. */
118
+ classified?: TamClassified;
119
+ /** max(estimate, inTam): the bottom-up count is a floor on the real universe. */
120
+ reconciledUniverse?: number;
121
+ /** inTam > the top-down estimate — the estimate was low; revise it UP. */
122
+ bottomUpExceedsEstimate?: boolean;
123
+ };
124
+ /** Linear projection of when the universe is filled, from the coverage timeline. */
125
+ export type TamEta = {
126
+ /** accounts added per day, measured across the timeline window. */
127
+ accountsPerDay: number;
128
+ accountsRemaining: number;
129
+ daysRemaining: number;
130
+ /** ISO date (YYYY-MM-DD) the account universe is projected to be covered. */
131
+ etaDate: string;
132
+ /** how the rate was measured — the timeline span used. */
133
+ basis: string;
134
+ };
135
+ export type EstimateTamInput = {
136
+ name: string;
137
+ icpName: string;
138
+ accounts: number;
139
+ accountsSource: string;
140
+ buyersPerAccount?: number;
141
+ buyersSource?: string;
142
+ targeting?: TamTargeting;
143
+ acv: {
144
+ basis?: AcvBasis;
145
+ valueUsd: number;
146
+ source?: string;
147
+ };
148
+ crossChecks?: TamCrossCheck[];
149
+ baseline: TamCoverageCounts;
150
+ createdAt: string;
151
+ };
152
+ export declare function estimateTam(input: EstimateTamInput): TamModel;
153
+ export type DerivedAcv = {
154
+ valueUsd: number;
155
+ dealCount: number;
156
+ meanUsd: number;
157
+ };
158
+ /**
159
+ * Derive a real ACV from the CRM's closed-won deals (median amount — robust to
160
+ * outliers). Returns null when there are no usable won deals, so the caller can
161
+ * refuse to fabricate a dollar TAM. The median is the headline; the mean is
162
+ * surfaced too so a skewed pipeline is visible.
163
+ */
164
+ export declare function deriveAcvFromClosedWon(snapshot: CanonicalGtmSnapshot): DerivedAcv | null;
165
+ export type DerivedBuyers = {
166
+ value: number;
167
+ accountsSampled: number;
168
+ };
169
+ /**
170
+ * Derive buyers/account from the CRM: the average number of contacts on accounts
171
+ * that have at least one. A real proxy for the buying group, vs. a hardcoded
172
+ * guess. Returns null when no account has a contact.
173
+ */
174
+ export declare function deriveBuyersPerAccount(snapshot: CanonicalGtmSnapshot): DerivedBuyers | null;
175
+ /**
176
+ * Count what "fills" the TAM from a CRM snapshot: accounts that carry a domain
177
+ * (real, signal-watchable records — a name-only stub doesn't count) and the
178
+ * contacts at them. Coverage is measured against these, so a TAM you've started
179
+ * filling reads truthfully even for accounts that pre-dated the campaign.
180
+ */
181
+ export declare function coverageCountsFromSnapshot(snapshot: CanonicalGtmSnapshot): TamCoverageCounts;
182
+ export type AccountTamClass = "in" | "out" | "unknown";
183
+ /** The TAM criteria checkable from a CanonicalAccount — geo/technology are NOT on
184
+ * the record, so they need re-enrichment and are excluded here. */
185
+ export declare function crmCheckableCriteria(t: TamTargeting): string[];
186
+ /**
187
+ * Classify one CRM account against the TAM ICP, using only CRM-checkable criteria
188
+ * (size, industry). "out" if any criterion contradicts (wrong size/industry);
189
+ * "in" if at least one passes and none contradict; "unknown" if nothing could be
190
+ * evaluated (missing fields, or the TAM is defined only by geo/technology). Note:
191
+ * geo + "uses a CRM" can't be confirmed from a CanonicalAccount, so an "in" here
192
+ * means "matches what the CRM lets us check" — not a full technographic match.
193
+ */
194
+ export declare function classifyAccount(account: CanonicalAccount, t: TamTargeting): AccountTamClass;
195
+ /**
196
+ * Coverage that classifies CRM accounts against THIS TAM's ICP — so accounts
197
+ * loaded from anywhere that DON'T match the target market (wrong size/industry)
198
+ * land in out-of-TAM/unknown and never inflate coverage. Reconciles bottom-up vs
199
+ * top-down: the in-TAM count is a FLOOR on the real universe (you've verified
200
+ * those exist), so when it exceeds the estimate, the estimate was low.
201
+ */
202
+ export declare function classifyCoverage(model: TamModel, snapshot: CanonicalGtmSnapshot, at: string): TamCoverage;
203
+ /** The covered-account count a coverage reading represents: in-TAM when
204
+ * classified, else the raw CRM count (legacy). Used for ETA + reconciliation. */
205
+ export declare function coveredAccounts(c: TamCoverage): number;
206
+ export declare function computeCoverage(model: TamModel, inCrm: TamCoverageCounts, at: string): TamCoverage;
207
+ /**
208
+ * Project when the account universe is filled, from the coverage timeline. Uses
209
+ * the first and last readings that show real movement. Returns null when there
210
+ * isn't enough signal (fewer than two readings, no elapsed time, or a flat/
211
+ * negative burn rate) — an honest "can't project yet" rather than a fake date.
212
+ */
213
+ export declare function projectEta(model: TamModel, timeline: TamCoverage[]): TamEta | null;
214
+ /** `$FSGTM_HOME[/profiles/<profile>]/tam/<name>/`. */
215
+ export declare function tamDir(name: string): string;
216
+ export declare function saveTamModel(model: TamModel): string;
217
+ export declare function loadTamModel(name: string): TamModel | null;
218
+ /** Append a coverage reading to the TAM's append-only timeline (0600). */
219
+ export declare function appendCoverage(name: string, coverage: TamCoverage): void;
220
+ /** Read the TAM's coverage timeline; tolerant of partial/corrupt lines. */
221
+ export declare function readCoverageTimeline(name: string): TamCoverage[];
222
+ /** A compact human summary for `tam status`. */
223
+ export declare function coverageToText(model: TamModel, coverage: TamCoverage, eta: TamEta | null): string;
224
+ /** A client-ready markdown deliverable for `tam report`. */
225
+ export declare function tamReportToMarkdown(model: TamModel, timeline: TamCoverage[], eta: TamEta | null): string;