@alvera-ai/platform-sdk 0.17.0 → 0.18.0

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Files changed (83) hide show
  1. package/.agent/AGENTS.md +82 -144
  2. package/.agent/account_management.md +2 -2
  3. package/.agent/action_logs.md +4 -4
  4. package/.agent/ai_agents.md +28 -21
  5. package/.agent/ai_sandbox.md +49 -39
  6. package/.agent/connected_apps.md +3 -3
  7. package/.agent/cookbook/_fixtures/README.md +1 -1
  8. package/.agent/cookbook/_fixtures/{foundation → organic-marketing}/_lead_submissions_foundation_generic_table.liquid +1 -1
  9. package/.agent/cookbook/_fixtures/organic-marketing/_lead_submissions_foundation_legal_entity.liquid +80 -0
  10. package/.agent/cookbook/_fixtures/{foundation → organic-marketing}/_lead_submissions_foundation_mdm.liquid +2 -1
  11. package/.agent/cookbook/_fixtures/payments-compliance/_compliance_screenings_generic_table.liquid +57 -0
  12. package/.agent/cookbook/_fixtures/payments-compliance/_compliance_screenings_legal_entity.liquid +30 -0
  13. package/.agent/cookbook/_fixtures/payments-compliance/_compliance_screenings_mdm.liquid +44 -0
  14. package/.agent/cookbook/_fixtures/payments-compliance/_payment_accounts_generic_table.liquid +57 -0
  15. package/.agent/cookbook/_fixtures/payments-compliance/_payment_accounts_legal_entity.liquid +36 -0
  16. package/.agent/cookbook/_fixtures/payments-compliance/_payment_accounts_mdm.liquid +41 -0
  17. package/.agent/cookbook/_fixtures/primary-care-feedback/_cahps_appointments_generic_table.liquid +70 -0
  18. package/.agent/cookbook/_fixtures/primary-care-feedback/_cahps_appointments_legal_entity.liquid +52 -0
  19. package/.agent/cookbook/_fixtures/primary-care-feedback/_cahps_appointments_mdm.liquid +42 -0
  20. package/.agent/cookbook/_fixtures/subscription-saas/_customers_subscription_generic_table.liquid +38 -0
  21. package/.agent/cookbook/_fixtures/subscription-saas/_customers_subscription_legal_entity.liquid +48 -0
  22. package/.agent/cookbook/_fixtures/subscription-saas/_customers_subscription_mdm.liquid +49 -0
  23. package/.agent/cookbook/organic-marketing.md +2801 -0
  24. package/.agent/cookbook/payments-compliance.md +2180 -0
  25. package/.agent/cookbook/primary-care.md +2175 -0
  26. package/.agent/cookbook/subscription-saas.md +2403 -0
  27. package/.agent/data_activation_clients.md +65 -52
  28. package/.agent/datalakes.md +338 -171
  29. package/.agent/errors.md +3 -3
  30. package/.agent/generic_tables.md +151 -62
  31. package/.agent/interoperability_contracts.md +57 -22
  32. package/.agent/mdm.md +136 -153
  33. package/.agent/messages.md +36 -34
  34. package/.agent/mock-services.md +1 -1
  35. package/.agent/mutations.md +2 -2
  36. package/.agent/templates.md +14 -13
  37. package/.agent/tools.md +63 -21
  38. package/.agent/type_naming.md +13 -13
  39. package/.agent/workflows.md +99 -53
  40. package/README.md +2 -2
  41. package/dist/bin/platform-sdk.mjs +33 -47
  42. package/dist/bin/platform-sdk.mjs.map +1 -1
  43. package/dist/index.d.mts +565 -379
  44. package/dist/index.d.mts.map +1 -1
  45. package/dist/index.mjs +494 -59
  46. package/dist/index.mjs.map +1 -1
  47. package/package.json +4 -3
  48. package/.agent/cookbook/_fixtures/foundation/_lead_submissions_foundation_legal_entity.liquid +0 -88
  49. package/.agent/cookbook/_fixtures/healthcare/_cahps_appointments_healthcare_appointment.liquid +0 -47
  50. package/.agent/cookbook/_fixtures/healthcare/_cahps_appointments_healthcare_mdm.liquid +0 -24
  51. package/.agent/cookbook/_fixtures/healthcare/_cahps_appointments_healthcare_patient.liquid +0 -38
  52. package/.agent/cookbook/_fixtures/payments/_compliance_screenings_payments_compliance_screening.liquid +0 -59
  53. package/.agent/cookbook/_fixtures/payments/_compliance_screenings_payments_mdm.liquid +0 -36
  54. package/.agent/cookbook/_fixtures/payments/_payment_accounts_payments_mdm.liquid +0 -30
  55. package/.agent/cookbook/_fixtures/payments/_payment_accounts_payments_payment_account.liquid +0 -55
  56. package/.agent/cookbook/_fixtures/subscription/_customers_subscription_mdm.liquid +0 -20
  57. package/.agent/cookbook/_setup/foundation.md +0 -359
  58. package/.agent/cookbook/_setup/healthcare.md +0 -361
  59. package/.agent/cookbook/_setup/payments.md +0 -365
  60. package/.agent/cookbook/_setup/subscription.md +0 -364
  61. package/.agent/cookbook/action-status-updaters.md +0 -278
  62. package/.agent/cookbook/ai-agent-invoke.md +0 -279
  63. package/.agent/cookbook/appointment-review-sms-workflow.md +0 -801
  64. package/.agent/cookbook/birthday-greeting-sms-trigger.md +0 -696
  65. package/.agent/cookbook/bulk-ingest.md +0 -302
  66. package/.agent/cookbook/contact-us-triage-with-llm.md +0 -663
  67. package/.agent/cookbook/dunning-sms-for-delinquent.md +0 -659
  68. package/.agent/cookbook/generic-tables.md +0 -244
  69. package/.agent/cookbook/invite-team.md +0 -200
  70. package/.agent/cookbook/kyc-notification-on-account-activation.md +0 -661
  71. package/.agent/cookbook/marketing-campaign-send.md +0 -1044
  72. package/.agent/cookbook/paginated-restapi-poller.md +0 -383
  73. package/.agent/cookbook/rest-fetch.md +0 -273
  74. package/.agent/cookbook/sanctions-screening-with-agent-review.md +0 -773
  75. package/.agent/cookbook/score-leads-with-llm-categorization.md +0 -665
  76. package/.agent/cookbook/system-templates.md +0 -165
  77. package/.agent/cookbook/talk-to-data.md +0 -178
  78. package/.agent/cookbook/triage-prospects-by-priority.md +0 -571
  79. package/.agent/cookbook/welcome-sms-for-customers.md +0 -647
  80. /package/.agent/cookbook/_fixtures/{healthcare → primary-care-feedback}/memorandum-of-association-01.png +0 -0
  81. /package/.agent/cookbook/_fixtures/{healthcare → primary-care-feedback}/sample_two_page.pdf +0 -0
  82. /package/.agent/cookbook/_fixtures/{subscription → subscription-saas}/_customers_subscription_customer.liquid +0 -0
  83. /package/.agent/cookbook/_fixtures/{subscription → subscription-saas}/stripe_customers_batch1.csv +0 -0
@@ -0,0 +1,49 @@
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+ {% comment %}
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+ Stripe Customers → MDMInput JSON.
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+
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+ Used by Contract B's `mdm_input_config` (`resource_type:
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+ "generic_table"`). The DAC pipeline renders this against the fetched
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+ customer, validates the result as an MDM input, and resolves it —
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+ which routes the attrs through the LegalEntity upsert, whose
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+ identification dedupe collapses repeat resolves sharing the same
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+ `(id_type, id_number, uri)` triple onto the SAME LegalEntity row
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+ Contract A wrote. The resolved subject's id is then stamped onto the
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+ GT row as `legal_entity_id`.
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+
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+ The `system` value flows from `data_source.uri`, injected by the DAC
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+ as `source_uri` — the same channel Contract A's template reads — so
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+ both contracts emit an identical `(uri, value)` pair and converge on
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+ one LegalEntity per customer.
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+
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+ ## Branches
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+ * `legal_entity_type: "individual"` when Stripe's `customer_type`
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+ is `individual`
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+ * `legal_entity_type: "business"` otherwise, with the display name
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+ as `business_name`
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+
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+ GH-859 removed the per-domain identity vocabularies: there is ONE
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+ field set (`first_name` / `last_name` / `business_name` / `phone` /
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+ `email` / `identifiers`), not a `customer`-flavoured variant.
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+ {% endcomment %}
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+ {% assign p = msg %}
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+ {% assign le_type = "business" %}
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+ {% if p.customer_type == "individual" %}{% assign le_type = "individual" %}{% endif %}
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+ {% assign name_parts = p.name | default: "" | split: " " %}
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+ {% assign first_name = name_parts[0] | default: "" %}
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+ {% assign last_name_parts = name_parts | slice: 1, 9 %}
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+ {% assign last_name = last_name_parts | join: " " %}
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+ {
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+ "legal_entity_type": "{{ le_type }}",
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+ {% if le_type == "business" %}"business_name": "{{ p.name | json_escape }}",{% endif %}
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+ {% if le_type == "individual" and first_name != "" %}"first_name": "{{ first_name | json_escape }}",{% endif %}
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+ {% if le_type == "individual" and last_name != "" %}"last_name": "{{ last_name | json_escape }}",{% endif %}
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+ {% if p.email and p.email != "" %}"email": "{{ p.email | json_escape }}",{% endif %}
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+ {% if p.phone and p.phone != "" %}"phone": "{{ p.phone | json_escape }}",{% endif %}
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+ "identifiers": [
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+ {
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+ "system": "{{ p.source_uri | json_escape }}",
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+ "value": "{{ p.customer_number | json_escape }}",
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+ "type": "digital_identifier"
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+ }
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+ ]
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+ }