boardroom-map/startos/actions/configure-companies.ts

import { sdk } from '../sdk'
import { configFile } from '../file-models/config'

const { InputSpec, Value, List } = sdk

const inputSpec = InputSpec.of({
  companies: Value.list(
    List.obj(
      {
        name: 'Portfolio Companies',
        description:
          'One entry per portfolio company. The SLUG is the folder you drop its ' +
          'decks into (inbox/<slug>/2026-Q2-deck.pdf) and the key its running ' +
          'scorecard ledger lives under. Pinned targets are the KPIs the scorer ' +
          'holds the company to even when a deck goes quiet about them — pin the ' +
          'profitability thresholds especially, since they carry the heaviest ' +
          'weight (30 of the quant 60).',
        default: [],
        minLength: 0,
        maxLength: 64,
      },
      {
        uniqueBy: 'slug',
        displayAs: '{{slug}}',
        spec: InputSpec.of({
          slug: Value.text({
            name: 'Slug',
            description:
              'Folder name under the inbox and the ledger key. Stable — do not ' +
              'rename once decks have been graded.',
            required: true,
            default: null,
            placeholder: 'acme-widgets',
            patterns: [
              { regex: '^[a-z0-9][a-z0-9-]{0,40}$',
                description: 'Lowercase letters, numbers, dashes (max 41 chars).' },
            ],
          }),
          name: Value.text({
            name: 'Display Name (optional)',
            description: 'Shown on the dashboard and scorecards. Empty = the slug.',
            required: false,
            default: null,
            placeholder: 'Acme Widgets, Inc.',
          }),
          kpiAliases: Value.textarea({
            name: 'KPI Aliases (optional)',
            description:
              'One line per KPI: canonical=alias1;alias2 — maps the names a deck ' +
              'uses onto the canonical KPI name, so "Adj. EBITDA" and "EBITDA ' +
              '(adj)" both land on the same pinned target.',
            required: false,
            default: null,
            minRows: 2,
            maxRows: 12,
            placeholder: 'ebitda=Adj. EBITDA;EBITDA (adj)\nmrr=Monthly Recurring Revenue;MRR',
          }),
          pinnedTargets: Value.list(
            List.obj(
              {
                name: 'Pinned KPI Targets',
                description:
                  'Targets graded every quarter regardless of what the deck ' +
                  'chooses to show. Mark profitability KPIs (EBITDA, net margin, ' +
                  'FCF...) so they score in the heavier profitability bucket.',
                default: [],
                minLength: 0,
                maxLength: 32,
              },
              {
                uniqueBy: 'kpi',
                displayAs: '{{kpi}} → {{target}}',
                spec: InputSpec.of({
                  kpi: Value.text({
                    name: 'KPI Name',
                    description: 'Canonical KPI name (see the aliases field above).',
                    required: true,
                    default: null,
                    placeholder: 'ebitda',
                  }),
                  target: Value.number({
                    name: 'Target',
                    description: 'The numeric target for the period.',
                    required: true,
                    default: null,
                    integer: false,
                  }),
                  unit: Value.text({
                    name: 'Unit (optional)',
                    description: 'For display only, e.g. "USD", "%", "customers".',
                    required: false,
                    default: null,
                    placeholder: 'USD',
                  }),
                  direction: Value.select({
                    name: 'Direction',
                    description: 'Whether hitting the target means being at-or-above it (revenue) or at-or-below it (churn, burn).',
                    default: 'gte',
                    values: {
                      gte: 'At or above target',
                      lte: 'At or below target',
                    },
                  }),
                  profitability: Value.toggle({
                    name: 'Profitability KPI',
                    description: 'Score this KPI in the profitability bucket (heaviest weight) instead of the general KPI bucket.',
                    default: false,
                  }),
                }),
              },
            ),
          ),
        }),
      },
    ),
  ),
})

export const configureCompanies = sdk.Action.withInput(
  'configure-companies',

  async ({ effects }) => ({
    name: 'Configure Companies',
    description: 'Define the portfolio companies, their inbox slugs, KPI aliases, and pinned KPI targets.',
    warning: null,
    allowedStatuses: 'any',
    group: 'Grading',
    visibility: 'enabled',
  }),

  inputSpec,

  async ({ effects }) => {
    const cfg = await configFile.read().const(effects)
    if (!cfg) return {}
    return {
      companies: cfg.companies.map((c) => ({
        slug: c.slug,
        name: c.name || undefined,
        kpiAliases: c.kpiAliases || undefined,
        pinnedTargets: c.pinnedTargets.map((t) => ({
          kpi: t.kpi,
          target: t.target,
          unit: t.unit || undefined,
          direction: t.direction,
          profitability: t.profitability,
        })),
      })),
    }
  },

  async ({ effects, input }) => {
    await configFile.merge(effects, {
      companies: input.companies.map((c) => ({
        slug: c.slug,
        name: c.name ?? '',
        kpiAliases: c.kpiAliases ?? '',
        pinnedTargets: c.pinnedTargets.map((t) => ({
          kpi: t.kpi,
          target: t.target,
          unit: t.unit ?? '',
          direction: t.direction,
          profitability: t.profitability,
        })),
      })),
    })

    return {
      version: '1',
      title: 'Companies Configured',
      message:
        'Saved ' + input.companies.length + ' company(ies). Drop each company\'s ' +
        'decks into inbox/<slug>/ (e.g. inbox/' +
        (input.companies[0]?.slug || 'acme-widgets') +
        '/2026-Q2-deck.pdf), then run "Grade Decks".',
      result: {
        type: 'single',
        value: input.companies.map((c) => c.slug).join(', ') || '(none)',
        copyable: false,
        qr: false,
        masked: false,
      },
    }
  },
)