npm - @artu-ai/compliance-sdk - Versions diffs - 0.5.3 → 0.6.0 - Mend

@artu-ai/compliance-sdk 0.5.3 → 0.6.0

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.

Files changed (66) hide show

package/dist/resources/addresses.d.ts CHANGED Viewed

@@ -3,7 +3,7 @@
  *
  * Manages physical and mailing addresses for clients.
  */
-import type { CreateAddressInput, UpdateAddressInput, AddressFilter, AddressSort, AddressType, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult } from "@artu-ai/shared";
+import type { CreateAddressInput, UpdateAddressInput, UpsertAddressInput, AddressFilter, AddressSort, AddressType, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult, UpsertResult } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { Address, type AddressData } from "../models/Address";
 /**
@@ -158,6 +158,29 @@ export declare class AddressesResource<TSort = AddressSort> extends BaseResource
     sync(clientId: string, items: SyncItem<UpdateAddressInput>[], options?: {
         replaceMode?: boolean;
     }): Promise<SyncResult<Address>>;
+    /**
+     * Creates or updates an address by externalId.
+     *
+     * If an address with the given externalId exists, it will be updated.
+     * Otherwise, a new address will be created.
+     *
+     * @param data - Address upsert data (must include externalId and clientId)
+     * @returns The created or updated address with action indicator
+     */
+    upsertByExternalId(data: UpsertAddressInput): Promise<UpsertResult<Address>>;
+    /**
+     * Creates or updates multiple addresses by externalId in a single request.
+     *
+     * @param addresses - Array of address upsert data (each must include externalId and clientId)
+     * @param options - Batch options (atomic: true by default)
+     * @returns Atomic result with data array, or partial result with succeeded/failed
+     */
+    upsertManyByExternalId(addresses: UpsertAddressInput[], options?: {
+        atomic?: true;
+    }): Promise<AtomicBatchResult<UpsertResult<Address>>>;
+    upsertManyByExternalId(addresses: UpsertAddressInput[], options: {
+        atomic: false;
+    }): Promise<PartialBatchResult<UpsertResult<Address>>>;
     /**
      * Gets the primary address for a client
      *

package/dist/resources/addresses.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/resources/addresses.js CHANGED Viewed

@@ -4,7 +4,7 @@
  * Manages physical and mailing addresses for clients.
  */
 import { z } from "zod";
-import { createAddressInputSchema, updateAddressInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
+import { createAddressInputSchema, updateAddressInputSchema, upsertAddressInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { Address } from "../models/Address";
 // ===========================
@@ -186,6 +186,56 @@ export class AddressesResource extends BaseResource {
         };
     }
     // ─────────────────────────────────────────────────────────────────
+    // Upsert Operations
+    // ─────────────────────────────────────────────────────────────────
+    /**
+     * Creates or updates an address by externalId.
+     *
+     * If an address with the given externalId exists, it will be updated.
+     * Otherwise, a new address will be created.
+     *
+     * @param data - Address upsert data (must include externalId and clientId)
+     * @returns The created or updated address with action indicator
+     */
+    async upsertByExternalId(data) {
+        const validated = this.validate(upsertAddressInputSchema, data);
+        const response = await this.execute(() => this.trpc.addresses.upsertByExternalId.mutate(validated));
+        return {
+            data: this.instantiate(response.data),
+            action: response.action,
+        };
+    }
+    async upsertManyByExternalId(addresses, options = {}) {
+        const atomic = options.atomic ?? true;
+        const validated = this.validate(z.array(upsertAddressInputSchema), addresses);
+        const response = await this.execute(() => this.trpc.addresses.upsertManyByExternalId.mutate({
+            items: validated,
+            atomic,
+        }));
+        if (response.atomic) {
+            return {
+                atomic: true,
+                data: response.data.map((item) => ({
+                    data: this.instantiate(item.data),
+                    action: item.action,
+                })),
+            };
+        }
+        else {
+            return {
+                atomic: false,
+                succeeded: response.succeeded.map((item) => ({
+                    index: item.index,
+                    data: {
+                        data: this.instantiate(item.data.data),
+                        action: item.data.action,
+                    },
+                })),
+                failed: response.failed,
+            };
+        }
+    }
+    // ─────────────────────────────────────────────────────────────────
     // Helper Methods
     // ─────────────────────────────────────────────────────────────────
     /**

package/dist/resources/bank-accounts.d.ts CHANGED Viewed

@@ -6,7 +6,7 @@
  * This is the base (unscoped) resource. For jurisdiction-scoped SDKs, use:
  * - MexBankAccountsResource - Mexico-scoped with flattened CLABE fields
  */
-import type { CreateBankAccountInput, UpdateBankAccountInput, BankAccountFilter, BankAccountSort, PaginatedResponse, ListOptions, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult } from "@artu-ai/shared";
+import type { CreateBankAccountInput, UpdateBankAccountInput, UpsertBankAccountInput, BankAccountFilter, BankAccountSort, PaginatedResponse, ListOptions, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult, UpsertResult } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { BankAccount, type BankAccountData } from "../models/BankAccount";
 /**
@@ -125,6 +125,29 @@ export declare class BankAccountsResource<TSort = BankAccountSort> extends BaseR
     }[], options: {
         atomic: false;
     }): Promise<PartialBatchResult<BankAccount>>;
+    /**
+     * Creates or updates a bank account by externalId.
+     *
+     * If a bank account with the given externalId exists, it will be updated.
+     * Otherwise, a new bank account will be created.
+     *
+     * @param data - Bank account upsert data (must include externalId and clientId)
+     * @returns The created or updated bank account with action indicator
+     */
+    upsertByExternalId(data: UpsertBankAccountInput): Promise<UpsertResult<BankAccount>>;
+    /**
+     * Creates or updates multiple bank accounts by externalId in a single request.
+     *
+     * @param accounts - Array of bank account upsert data (each must include externalId and clientId)
+     * @param options - Batch options (atomic: true by default)
+     * @returns Atomic result with data array, or partial result with succeeded/failed
+     */
+    upsertManyByExternalId(accounts: UpsertBankAccountInput[], options?: {
+        atomic?: true;
+    }): Promise<AtomicBatchResult<UpsertResult<BankAccount>>>;
+    upsertManyByExternalId(accounts: UpsertBankAccountInput[], options: {
+        atomic: false;
+    }): Promise<PartialBatchResult<UpsertResult<BankAccount>>>;
     /**
      * Syncs bank accounts for a client - handles create, update, and delete in bulk.
      *

package/dist/resources/bank-accounts.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/resources/bank-accounts.js CHANGED Viewed

@@ -7,7 +7,7 @@
  * - MexBankAccountsResource - Mexico-scoped with flattened CLABE fields
  */
 import { z } from "zod";
-import { createBankAccountInputSchema, updateBankAccountInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
+import { createBankAccountInputSchema, updateBankAccountInputSchema, upsertBankAccountInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { BankAccount } from "../models/BankAccount";
 // ===========================
@@ -194,6 +194,56 @@ export class BankAccountsResource extends BaseResource {
             };
         }
     }
+    // ─────────────────────────────────────────────────────────────────
+    // Upsert Operations
+    // ─────────────────────────────────────────────────────────────────
+    /**
+     * Creates or updates a bank account by externalId.
+     *
+     * If a bank account with the given externalId exists, it will be updated.
+     * Otherwise, a new bank account will be created.
+     *
+     * @param data - Bank account upsert data (must include externalId and clientId)
+     * @returns The created or updated bank account with action indicator
+     */
+    async upsertByExternalId(data) {
+        const validated = this.validate(upsertBankAccountInputSchema, data);
+        const response = await this.execute(() => this.trpc.bankAccounts.upsertByExternalId.mutate(validated));
+        return {
+            data: this.instantiate(response.data),
+            action: response.action,
+        };
+    }
+    async upsertManyByExternalId(accounts, options = {}) {
+        const atomic = options.atomic ?? true;
+        const validated = this.validate(z.array(upsertBankAccountInputSchema), accounts);
+        const response = await this.execute(() => this.trpc.bankAccounts.upsertManyByExternalId.mutate({
+            items: validated,
+            atomic,
+        }));
+        if (response.atomic) {
+            return {
+                atomic: true,
+                data: response.data.map((item) => ({
+                    data: this.instantiate(item.data),
+                    action: item.action,
+                })),
+            };
+        }
+        else {
+            return {
+                atomic: false,
+                succeeded: response.succeeded.map((item) => ({
+                    index: item.index,
+                    data: {
+                        data: this.instantiate(item.data.data),
+                        action: item.data.action,
+                    },
+                })),
+                failed: response.failed,
+            };
+        }
+    }
     async sync(clientId, items, options) {
         const validated = this.validate(z.array(replaceSyncItemSchema(createBankAccountInputSchema, updateBankAccountInputSchema)), items);
         const response = await this.execute(() => this.trpc.bankAccounts.sync.mutate({

package/dist/resources/clients.d.ts CHANGED Viewed

@@ -9,7 +9,7 @@
  * - JYSClientsResource - Mexico JYS-scoped with flattened JYS fields
  * - TSCClientsResource - Mexico TSC-scoped with flattened TSC fields
  */
-import type { CreateClientInput, UpdateClientInput, CreateAddressInput, UpdateAddressInput, CreateContactMethodInput, UpdateContactMethodInput, CreateBankAccountInput, UpdateBankAccountInput, ClientFilter, ClientSort, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, ClientRelationshipType, LinkedClient as LinkedClientInput, SyncItem, SyncResult } from "@artu-ai/shared";
+import type { CreateClientInput, UpdateClientInput, UpsertClientInput, CreateAddressInput, UpdateAddressInput, CreateContactMethodInput, UpdateContactMethodInput, CreateBankAccountInput, UpdateBankAccountInput, ClientFilter, ClientSort, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, ClientRelationshipType, LinkedClient as LinkedClientInput, SyncItem, SyncResult, UpsertResult } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { Client, type ClientData, Address, ContactMethod, BankAccount, LinkedClient } from "../models";
 /**
@@ -236,6 +236,57 @@ export declare class ClientsResource<TSort = ClientSort> extends BaseResource<Cl
     }[], options: {
         atomic: false;
     }): Promise<PartialBatchResult<Client>>;
+    /**
+     * Creates or updates a client by externalId.
+     *
+     * If a client with the given externalId exists, it will be updated.
+     * Otherwise, a new client will be created.
+     *
+     * @param data - Client data with required externalId
+     * @returns Result containing the client and action taken (created/updated)
+     *
+     * @example
+     * ```typescript
+     * const result = await sdk.clients.upsertByExternalId({
+     *   externalId: "crm-123",
+     *   type: ClientType.Individual,
+     *   name: "Juan García",
+     *   primaryJurisdiction: "MX",
+     * });
+     *
+     * if (result.action === "created") {
+     *   console.log("New client created:", result.data.id);
+     * } else {
+     *   console.log("Existing client updated:", result.data.id);
+     * }
+     * ```
+     */
+    upsertByExternalId(data: UpsertClientInput): Promise<UpsertResult<Client>>;
+    /**
+     * Creates or updates multiple clients by externalId in a single request.
+     *
+     * @param clients - Array of client data with required externalId
+     * @param options - Batch options (atomic: true by default)
+     * @returns Atomic result with data array, or partial result with succeeded/failed
+     *
+     * @example
+     * ```typescript
+     * // Atomic mode (default) - all or nothing
+     * const result = await sdk.clients.upsertManyByExternalId([
+     *   { externalId: "crm-1", type: "individual", name: "Client 1", ... },
+     *   { externalId: "crm-2", type: "company", name: "Client 2", ... },
+     * ]);
+     *
+     * // Non-atomic mode - partial success allowed
+     * const result = await sdk.clients.upsertManyByExternalId([...], { atomic: false });
+     * ```
+     */
+    upsertManyByExternalId(clients: UpsertClientInput[], options?: {
+        atomic?: true;
+    }): Promise<AtomicBatchResult<UpsertResult<Client>>>;
+    upsertManyByExternalId(clients: UpsertClientInput[], options: {
+        atomic: false;
+    }): Promise<PartialBatchResult<UpsertResult<Client>>>;
     /**
      * Links a client to another client with a relationship type.
      *

package/dist/resources/clients.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/resources/clients.js CHANGED Viewed

@@ -10,7 +10,7 @@
  * - TSCClientsResource - Mexico TSC-scoped with flattened TSC fields
  */
 import { z } from "zod";
-import { createClientInputSchema, updateClientInputSchema, createAddressInputSchema, updateAddressInputSchema, createContactMethodInputSchema, updateContactMethodInputSchema, createBankAccountInputSchema, updateBankAccountInputSchema, linkedClientSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
+import { createClientInputSchema, updateClientInputSchema, upsertClientInputSchema, createAddressInputSchema, updateAddressInputSchema, createContactMethodInputSchema, updateContactMethodInputSchema, createBankAccountInputSchema, updateBankAccountInputSchema, linkedClientSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { Client, Address, ContactMethod, BankAccount, LinkedClient, } from "../models";
 // ===========================
@@ -236,6 +236,72 @@ export class ClientsResource extends BaseResource {
         }
     }
     // ─────────────────────────────────────────────────────────────────
+    // Upsert Operations
+    // ─────────────────────────────────────────────────────────────────
+    /**
+     * Creates or updates a client by externalId.
+     *
+     * If a client with the given externalId exists, it will be updated.
+     * Otherwise, a new client will be created.
+     *
+     * @param data - Client data with required externalId
+     * @returns Result containing the client and action taken (created/updated)
+     *
+     * @example
+     * ```typescript
+     * const result = await sdk.clients.upsertByExternalId({
+     *   externalId: "crm-123",
+     *   type: ClientType.Individual,
+     *   name: "Juan García",
+     *   primaryJurisdiction: "MX",
+     * });
+     *
+     * if (result.action === "created") {
+     *   console.log("New client created:", result.data.id);
+     * } else {
+     *   console.log("Existing client updated:", result.data.id);
+     * }
+     * ```
+     */
+    async upsertByExternalId(data) {
+        const validated = this.validate(upsertClientInputSchema, data);
+        const response = await this.execute(() => this.trpc.clients.upsertByExternalId.mutate(validated));
+        return {
+            data: this.instantiate(response.data),
+            action: response.action,
+        };
+    }
+    async upsertManyByExternalId(clients, options = {}) {
+        const atomic = options.atomic ?? true;
+        const validated = this.validate(z.array(upsertClientInputSchema), clients);
+        const response = await this.execute(() => this.trpc.clients.upsertManyByExternalId.mutate({
+            items: validated,
+            atomic,
+        }));
+        if (response.atomic) {
+            return {
+                atomic: true,
+                data: response.data.map((item) => ({
+                    data: this.instantiate(item.data),
+                    action: item.action,
+                })),
+            };
+        }
+        else {
+            return {
+                atomic: false,
+                succeeded: response.succeeded.map((item) => ({
+                    index: item.index,
+                    data: {
+                        data: this.instantiate(item.data.data),
+                        action: item.data.action,
+                    },
+                })),
+                failed: response.failed,
+            };
+        }
+    }
+    // ─────────────────────────────────────────────────────────────────
     // Client-to-Client Relationship Management
     // ─────────────────────────────────────────────────────────────────
     /**

package/dist/resources/contact-methods.d.ts CHANGED Viewed

@@ -3,7 +3,7 @@
  *
  * Manages communication channels (email, phone, etc.) for clients.
  */
-import type { CreateContactMethodInput, UpdateContactMethodInput, ContactMethodType, ContactMethodFilter, ContactMethodSort, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult } from "@artu-ai/shared";
+import type { CreateContactMethodInput, UpdateContactMethodInput, UpsertContactMethodInput, ContactMethodType, ContactMethodFilter, ContactMethodSort, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult, UpsertResult } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { ContactMethod, type ContactMethodData } from "../models/ContactMethod";
 /**
@@ -115,6 +115,29 @@ export declare class ContactMethodsResource extends BaseResource<ContactMethod,
     }[], options: {
         atomic: false;
     }): Promise<PartialBatchResult<ContactMethod>>;
+    /**
+     * Creates or updates a contact method by externalId.
+     *
+     * If a contact method with the given externalId exists, it will be updated.
+     * Otherwise, a new contact method will be created.
+     *
+     * @param data - Contact method upsert data (must include externalId and clientId)
+     * @returns The created or updated contact method with action indicator
+     */
+    upsertByExternalId(data: UpsertContactMethodInput): Promise<UpsertResult<ContactMethod>>;
+    /**
+     * Creates or updates multiple contact methods by externalId in a single request.
+     *
+     * @param contacts - Array of contact method upsert data (each must include externalId and clientId)
+     * @param options - Batch options (atomic: true by default)
+     * @returns Atomic result with data array, or partial result with succeeded/failed
+     */
+    upsertManyByExternalId(contacts: UpsertContactMethodInput[], options?: {
+        atomic?: true;
+    }): Promise<AtomicBatchResult<UpsertResult<ContactMethod>>>;
+    upsertManyByExternalId(contacts: UpsertContactMethodInput[], options: {
+        atomic: false;
+    }): Promise<PartialBatchResult<UpsertResult<ContactMethod>>>;
     /**
      * Syncs contact methods for a client - handles create, update, and delete in bulk.
      *

package/dist/resources/contact-methods.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/resources/contact-methods.js CHANGED Viewed

@@ -4,7 +4,7 @@
  * Manages communication channels (email, phone, etc.) for clients.
  */
 import { z } from "zod";
-import { createContactMethodInputSchema, updateContactMethodInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
+import { createContactMethodInputSchema, updateContactMethodInputSchema, upsertContactMethodInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { ContactMethod } from "../models/ContactMethod";
 // ===========================
@@ -169,6 +169,56 @@ export class ContactMethodsResource extends BaseResource {
             };
         }
     }
+    // ─────────────────────────────────────────────────────────────────
+    // Upsert Operations
+    // ─────────────────────────────────────────────────────────────────
+    /**
+     * Creates or updates a contact method by externalId.
+     *
+     * If a contact method with the given externalId exists, it will be updated.
+     * Otherwise, a new contact method will be created.
+     *
+     * @param data - Contact method upsert data (must include externalId and clientId)
+     * @returns The created or updated contact method with action indicator
+     */
+    async upsertByExternalId(data) {
+        const validated = this.validate(upsertContactMethodInputSchema, data);
+        const response = await this.execute(() => this.trpc.contactMethods.upsertByExternalId.mutate(validated));
+        return {
+            data: this.instantiate(response.data),
+            action: response.action,
+        };
+    }
+    async upsertManyByExternalId(contacts, options = {}) {
+        const atomic = options.atomic ?? true;
+        const validated = this.validate(z.array(upsertContactMethodInputSchema), contacts);
+        const response = await this.execute(() => this.trpc.contactMethods.upsertManyByExternalId.mutate({
+            items: validated,
+            atomic,
+        }));
+        if (response.atomic) {
+            return {
+                atomic: true,
+                data: response.data.map((item) => ({
+                    data: this.instantiate(item.data),
+                    action: item.action,
+                })),
+            };
+        }
+        else {
+            return {
+                atomic: false,
+                succeeded: response.succeeded.map((item) => ({
+                    index: item.index,
+                    data: {
+                        data: this.instantiate(item.data.data),
+                        action: item.data.action,
+                    },
+                })),
+                failed: response.failed,
+            };
+        }
+    }
     async sync(clientId, items, options) {
         const validated = this.validate(z.array(replaceSyncItemSchema(createContactMethodInputSchema, updateContactMethodInputSchema)), items);
         const response = await this.execute(() => this.trpc.contactMethods.sync.mutate({

package/dist/resources/documents.d.ts CHANGED Viewed

@@ -4,31 +4,13 @@
  * CRUD operations for documents. File upload/download operations are handled separately.
  * All documents are created with pending_upload status.
  */
-import type { PaginatedResponse, DocumentFilter, DocumentSort, CreateDocumentInput, UpdateDocumentInput, ListOptions, ConfirmUploadInput, PresignedUploadUrl, PresignedDownloadUrl } from "@artu-ai/shared";
+import type { PaginatedResponse, DocumentFilter, DocumentSort, CreateDocumentInput, UpdateDocumentInput, UpsertDocumentInput, ListOptions, ConfirmUploadInput, PresignedUploadUrl, PresignedDownloadUrl, AtomicBatchResult, PartialBatchResult, UpsertResult } from "@artu-ai/shared";
 import { Document, type DocumentData } from "../models/Document";
 import { BaseResource } from "./base";
 import { type UploadableFile, type ProgressCallback } from "../utils/upload";
 export interface BatchOptions {
     atomic?: boolean;
 }
-export interface AtomicBatchResult<T> {
-    atomic: true;
-    data: T[];
-}
-export interface PartialBatchResult<T> {
-    atomic: false;
-    succeeded: {
-        index: number;
-        data: T;
-    }[];
-    failed: {
-        index: number;
-        error: {
-            code: string;
-            message: string;
-        };
-    }[];
-}
 /**
  * Result of creating a document.
  *
@@ -316,6 +298,29 @@ export declare class DocumentsResource extends BaseResource<Document, CreateDocu
     }[], options: {
         atomic: false;
     }): Promise<PartialBatchResult<Document>>;
+    /**
+     * Creates or updates a document by externalId.
+     *
+     * If a document with the given externalId exists, it will be updated.
+     * Otherwise, a new document will be created.
+     *
+     * @param data - Document upsert data (must include externalId and clientId)
+     * @returns The created or updated document with action indicator
+     */
+    upsertByExternalId(data: UpsertDocumentInput): Promise<UpsertResult<Document>>;
+    /**
+     * Creates or updates multiple documents by externalId in a single request.
+     *
+     * @param documents - Array of document upsert data (each must include externalId and clientId)
+     * @param options - Batch options (atomic: true by default)
+     * @returns Atomic result with data array, or partial result with succeeded/failed
+     */
+    upsertManyByExternalId(documents: UpsertDocumentInput[], options?: {
+        atomic?: true;
+    }): Promise<AtomicBatchResult<UpsertResult<Document>>>;
+    upsertManyByExternalId(documents: UpsertDocumentInput[], options: {
+        atomic: false;
+    }): Promise<PartialBatchResult<UpsertResult<Document>>>;
     /**
      * Gets document count for a client
      *

package/dist/resources/documents.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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