@bisondesk/core-sdk 1.0.498 → 1.0.500

package/lib/utils/search.js.map

@@ -1 +1 @@
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{ joinWithSeparator } from '@bisondesk/commons-sdk/formatting';\nimport { BusinessEntityIds } from '../constants.js';\nimport { Contact, Organization, SearchOrganization } from '../types/crm.js';\nimport { SearchLeasingContract } from '../types/leasing-search.js';\nimport { LeasingContract } from '../types/leasing.js';\nimport { Opportunity, SearchOpportunity } from '../types/opportunities.js';\nimport { SearchVehicle, Vehicle } from '../types/vehicles.js';\n\nexport type GlobalBusinessEntity = Opportunity | Vehicle | Organization | LeasingContract;\nexport type GlobalSearchEntity =\n  | SearchOpportunity\n  | SearchVehicle\n  | SearchOrganization\n  | SearchLeasingContract;\n\nexport const getCustomerInformation = (org?: Organization, contact?: Contact) => {\n  if (org != null) {\n    return {\n      countryCode: org.countryCode,\n      title: org.name,\n      code: org.externalId,\n    };\n  }\n\n  if (contact != null) {\n    return {\n      countryCode: contact.countryCode,\n      title: [contact?.firstName, contact?.lastName].filter(Boolean).join(' '),\n    };\n  }\n};\n\nexport const mappings: {\n  [key in BusinessEntityIds]?: {\n    getMainEntity: (entity: any) => GlobalBusinessEntity;\n    getTitle: (entity: any) => string;\n    getTags: (entity: any) => string[];\n    getTagsForSearchEntity?: (entity: any) => string[];\n    getDescription?: (entity: any) => string;\n    getMeta?: (entity: any) => Record<string, any>;\n  };\n} = {\n  [BusinessEntityIds.Opportunities]: {\n    getMainEntity: (entity: SearchOpportunity) => entity.opportunity,\n    getTitle: (opp: Opportunity) => opp.id,\n    getDescription: (opp: SearchOpportunity) => {\n      const customer = getCustomerInformation(opp.org, opp.contact);\n      return joinWithSeparator(\n        [customer?.code, customer?.title, opp.vehicle?.external.identification.stockNumber].filter(\n          Boolean\n        )\n      );\n    },\n    getTags: (opp: Opportunity) => [opp.id],\n    getTagsForSearchEntity: (opp: SearchOpportunity) => {\n      const vehicleTags =\n        opp.vehicle != null\n          ? getTagsForBusinessEntity(BusinessEntityIds.Vehicles, opp.vehicle)\n          : [];\n      return [...vehicleTags, opp.opportunity.id];\n    },\n    getMeta: (opp: Opportunity) => ({\n      status: opp.status,\n      wonAt: opp.wonAt,\n      lostAt: opp.lostAt,\n    }),\n  },\n  [BusinessEntityIds.Vehicles]: {\n    getMainEntity: (entity: SearchVehicle) => entity.vehicle,\n    getTitle: (vehicle: Vehicle) => vehicle.internal.description.title,\n    getTags: (vehicle: Vehicle) =>\n      [\n        // the order of the tags here is relevant for exact integration\n        // see: packages/exact/src/service/purchase.ts\n        vehicle.external.identification?.stockNumber,\n        vehicle.internal.identification?.administrativeNumber,\n        vehicle.external.identification?.vin,\n      ].filter(Boolean) as string[],\n  },\n  [BusinessEntityIds.ExternalVehicleSale]: {\n    getMainEntity: (entity: SearchVehicle) => entity.vehicle,\n    getTitle: (vehicle: Vehicle) => vehicle.internal.description.title,\n    getTags: (vehicle: Vehicle) =>\n      [\n        // the order of the tags here is relevant for exact integration\n        // see: packages/exact/src/service/purchase.ts\n        vehicle.external.identification?.stockNumber,\n        vehicle.internal.identification?.administrativeNumber,\n        vehicle.external.identification?.vin,\n      ].filter(Boolean) as string[],\n  },\n  [BusinessEntityIds.Organizations]: {\n    getMainEntity: (entity: SearchOrganization) => entity.org,\n    getTitle: (org: Organization) => org.name,\n    getTags: (org: Organization) =>\n      [`${org.externalId}`, org.vatNumber].filter(Boolean) as string[],\n  },\n  [BusinessEntityIds.LeasingContracts]: {\n    getMainEntity: (entity: SearchLeasingContract) => entity.contract,\n    getTitle: (contract: LeasingContract) => contract.contractNumber ?? contract.id,\n    getTags: (contract: LeasingContract) =>\n      [contract.id, contract.contractNumber].filter(Boolean) as string[],\n  },\n  [BusinessEntityIds.FinanceDocuments]: {\n    getMainEntity: (entity: any) => entity,\n    getTitle: (entity: any) => entity.id,\n    getTags: (entity: any) => [entity.id],\n  },\n  [BusinessEntityIds.AdministrativeDocuments]: {\n    getMainEntity: (entity: any) => entity,\n    getTitle: (entity: any) => entity.id,\n    getTags: (entity: any) => [entity.id],\n  },\n};\n\nconst getMapping = (businessEntityId: BusinessEntityIds) => {\n  const mapping = mappings[businessEntityId];\n  if (!mapping) {\n    throw new Error(`Invalid business entity id ${businessEntityId}`);\n  }\n  return mapping;\n};\n\nexport const getTagsForBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalBusinessEntity\n): string[] => getMapping(businessEntityId).getTags(entity);\n\nexport const getTagsForSearchBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalSearchEntity\n) => {\n  const tags = getMapping(businessEntityId).getTagsForSearchEntity?.(entity);\n\n  if (tags) {\n    return tags;\n  }\n\n  return getTagsForBusinessEntity(\n    businessEntityId,\n    getMainEntityFromSearchEntity(businessEntityId, entity)\n  );\n};\n\nexport const getDescriptionForBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalBusinessEntity\n) => joinWithSeparator(getTagsForBusinessEntity(businessEntityId, entity));\n\nexport const getDescriptionForSearchBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalSearchEntity\n) => {\n  return (\n    getMapping(businessEntityId).getDescription?.(entity) ??\n    getDescriptionForBusinessEntity(\n      businessEntityId,\n      getMainEntityFromSearchEntity(businessEntityId, entity)\n    )\n  );\n};\n\nexport const getMainEntityFromSearchEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalSearchEntity\n) => getMapping(businessEntityId).getMainEntity(entity);\n\nexport const getTitleForBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalBusinessEntity\n) => getMapping(businessEntityId).getTitle(entity);\n\nexport const getTitleForSearchBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  searchEntity: GlobalSearchEntity\n) =>\n  getTitleForBusinessEntity(\n    businessEntityId,\n    getMainEntityFromSearchEntity(businessEntityId, searchEntity)\n  );\n\nexport const getMetaForBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalBusinessEntity\n) => getMapping(businessEntityId).getMeta?.(entity);\n\nexport const getMetaForSearchBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  searchEntity: GlobalSearchEntity\n) =>\n  getMetaForBusinessEntity(\n    businessEntityId,\n    getMainEntityFromSearchEntity(businessEntityId, searchEntity)\n  );\n"]}
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{ joinWithSeparator } from '@bisondesk/commons-sdk/formatting';\nimport { BusinessEntityIds } from '../constants.js';\nimport { Contact, Organization, SearchOrganization } from '../types/crm.js';\nimport { DebtorsDossier, SearchDebtorsDossier } from '../types/leasing-debtors.js';\nimport { SearchLeasingContract } from '../types/leasing-search.js';\nimport { LeasingContract } from '../types/leasing.js';\nimport { Opportunity, SearchOpportunity } from '../types/opportunities.js';\nimport { SearchVehicle, Vehicle } from '../types/vehicles.js';\n\nexport type GlobalBusinessEntity =\n  | Opportunity\n  | Vehicle\n  | Organization\n  | LeasingContract\n  | DebtorsDossier;\nexport type GlobalSearchEntity =\n  | SearchOpportunity\n  | SearchVehicle\n  | SearchOrganization\n  | SearchLeasingContract\n  | SearchDebtorsDossier;\n\nexport const getCustomerInformation = (org?: Organization, contact?: Contact) => {\n  if (org != null) {\n    return {\n      countryCode: org.countryCode,\n      title: org.name,\n      code: org.externalId,\n    };\n  }\n\n  if (contact != null) {\n    return {\n      countryCode: contact.countryCode,\n      title: [contact?.firstName, contact?.lastName].filter(Boolean).join(' '),\n    };\n  }\n};\n\nexport const mappings: {\n  [key in BusinessEntityIds]?: {\n    getMainEntity: (entity: any) => GlobalBusinessEntity;\n    getTitle: (entity: any) => string;\n    getTags: (entity: any) => string[];\n    getTagsForSearchEntity?: (entity: any) => string[];\n    getDescription?: (entity: any) => string;\n    getMeta?: (entity: any) => Record<string, any>;\n  };\n} = {\n  [BusinessEntityIds.Opportunities]: {\n    getMainEntity: (entity: SearchOpportunity) => entity.opportunity,\n    getTitle: (opp: Opportunity) => opp.id,\n    getDescription: (opp: SearchOpportunity) => {\n      const customer = getCustomerInformation(opp.org, opp.contact);\n      return joinWithSeparator(\n        [customer?.code, customer?.title, opp.vehicle?.external.identification.stockNumber].filter(\n          Boolean\n        )\n      );\n    },\n    getTags: (opp: Opportunity) => [opp.id],\n    getTagsForSearchEntity: (opp: SearchOpportunity) => {\n      const vehicleTags =\n        opp.vehicle != null\n          ? getTagsForBusinessEntity(BusinessEntityIds.Vehicles, opp.vehicle)\n          : [];\n      return [...vehicleTags, opp.opportunity.id];\n    },\n    getMeta: (opp: Opportunity) => ({\n      status: opp.status,\n      wonAt: opp.wonAt,\n      lostAt: opp.lostAt,\n    }),\n  },\n  [BusinessEntityIds.Vehicles]: {\n    getMainEntity: (entity: SearchVehicle) => entity.vehicle,\n    getTitle: (vehicle: Vehicle) => vehicle.internal.description.title,\n    getTags: (vehicle: Vehicle) =>\n      [\n        // the order of the tags here is relevant for exact integration\n        // see: packages/exact/src/service/purchase.ts\n        vehicle.external.identification?.stockNumber,\n        vehicle.internal.identification?.administrativeNumber,\n        vehicle.external.identification?.vin,\n      ].filter(Boolean) as string[],\n  },\n  [BusinessEntityIds.ExternalVehicleSale]: {\n    getMainEntity: (entity: SearchVehicle) => entity.vehicle,\n    getTitle: (vehicle: Vehicle) => vehicle.internal.description.title,\n    getTags: (vehicle: Vehicle) =>\n      [\n        // the order of the tags here is relevant for exact integration\n        // see: packages/exact/src/service/purchase.ts\n        vehicle.external.identification?.stockNumber,\n        vehicle.internal.identification?.administrativeNumber,\n        vehicle.external.identification?.vin,\n      ].filter(Boolean) as string[],\n  },\n  [BusinessEntityIds.Organizations]: {\n    getMainEntity: (entity: SearchOrganization) => entity.org,\n    getTitle: (org: Organization) => org.name,\n    getTags: (org: Organization) =>\n      [`${org.externalId}`, org.vatNumber].filter(Boolean) as string[],\n  },\n  [BusinessEntityIds.LeasingContracts]: {\n    getMainEntity: (entity: SearchLeasingContract) => entity.contract,\n    getTitle: (contract: LeasingContract) => contract.contractNumber ?? contract.id,\n    getTags: (contract: LeasingContract) =>\n      [contract.id, contract.contractNumber].filter(Boolean) as string[],\n  },\n  [BusinessEntityIds.FinanceDocuments]: {\n    getMainEntity: (entity: any) => entity,\n    getTitle: (entity: any) => entity.id,\n    getTags: (entity: any) => [entity.id],\n  },\n  [BusinessEntityIds.AdministrativeDocuments]: {\n    getMainEntity: (entity: any) => entity,\n    getTitle: (entity: any) => entity.id,\n    getTags: (entity: any) => [entity.id],\n  },\n};\n\nconst getMapping = (businessEntityId: BusinessEntityIds) => {\n  const mapping = mappings[businessEntityId];\n  if (!mapping) {\n    throw new Error(`Invalid business entity id ${businessEntityId}`);\n  }\n  return mapping;\n};\n\nexport const getTagsForBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalBusinessEntity\n): string[] => getMapping(businessEntityId).getTags(entity);\n\nexport const getTagsForSearchBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalSearchEntity\n) => {\n  const tags = getMapping(businessEntityId).getTagsForSearchEntity?.(entity);\n\n  if (tags) {\n    return tags;\n  }\n\n  return getTagsForBusinessEntity(\n    businessEntityId,\n    getMainEntityFromSearchEntity(businessEntityId, entity)\n  );\n};\n\nexport const getDescriptionForBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalBusinessEntity\n) => joinWithSeparator(getTagsForBusinessEntity(businessEntityId, entity));\n\nexport const getDescriptionForSearchBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalSearchEntity\n) => {\n  return (\n    getMapping(businessEntityId).getDescription?.(entity) ??\n    getDescriptionForBusinessEntity(\n      businessEntityId,\n      getMainEntityFromSearchEntity(businessEntityId, entity)\n    )\n  );\n};\n\nexport const getMainEntityFromSearchEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalSearchEntity\n) => getMapping(businessEntityId).getMainEntity(entity);\n\nexport const getTitleForBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalBusinessEntity\n) => getMapping(businessEntityId).getTitle(entity);\n\nexport const getTitleForSearchBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  searchEntity: GlobalSearchEntity\n) =>\n  getTitleForBusinessEntity(\n    businessEntityId,\n    getMainEntityFromSearchEntity(businessEntityId, searchEntity)\n  );\n\nexport const getMetaForBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  entity: GlobalBusinessEntity\n) => getMapping(businessEntityId).getMeta?.(entity);\n\nexport const getMetaForSearchBusinessEntity = (\n  businessEntityId: BusinessEntityIds,\n  searchEntity: GlobalSearchEntity\n) =>\n  getMetaForBusinessEntity(\n    businessEntityId,\n    getMainEntityFromSearchEntity(businessEntityId, searchEntity)\n  );\n"]}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@bisondesk/core-sdk",
-  "version": "1.0.498",
+  "version": "1.0.500",
   "description": "",
   "type": "module",
   "scripts": {

package/src/constants.ts

@@ -11,6 +11,8 @@ export const CRM_CONTACT_TAGS_PICKLIST_ID = 'crmContactTags';
 export const CRM_ORG_TAGS_PICKLIST_ID = 'crmOrganizationTags';
 export const TIMEZONES_PICKLIST_ID = 'timezones';
 export const COUNTRIES_PICKLIST_ID = 'countries';
+export const DEBTORS_DOSSIER_STATUS_PICKLIST_ID = 'debtorsDossierStatus';
+export const LEGAL_DOSSIER_STATUS_PICKLIST_ID = 'legalDossierStatus';
 export const VEHICLE_MAIN_FEATURES_PICKLIST_ID = 'vehicleMainFeatures';
 export const VEHICLE_STATE_FILTERS_PICKLIST_ID = 'vehicleStateFilters';
 export const VEHICLE_SEARCH_SALE_DEAL_STATUS_PICKLIST_ID = 'vehicleSearchSaleDealStatus';

package/src/types/activities.ts

@@ -6,6 +6,7 @@ export enum ActivityType {
   MEETING = 'meeting',
   EMAIL = 'email',
   CHAT = 'chat',
+  SMS = 'sms',
 }
 
 export enum ActivityActions {
@@ -13,15 +14,16 @@ export enum ActivityActions {
   EDIT = 'edit',
 }
 
-type BaseActivity = {
+export interface BaseActivity<Meta = ActivityV2Meta> {
   type: ActivityType;
   businessEntityId: BusinessEntityIds;
   recordId: string;
   description?: string;
   readonly?: boolean;
-};
+  meta?: Meta;
+}
 
-export type NewActivity = BaseActivity & {
+export type NewActivity<Meta = ActivityV2Meta> = BaseActivity<Meta> & {
   id?: undefined;
   createdAt?: undefined;
   createdBy?: undefined;
@@ -30,7 +32,7 @@ export type NewActivity = BaseActivity & {
   activityAt?: string;
 };
 
-export type Activity = BaseActivity & {
+export type Activity<Meta = ActivityV2Meta> = BaseActivity<Meta> & {
   id: string;
   createdAt: string;
   createdBy: string;
@@ -73,3 +75,47 @@ export type ActivityDeleteEvent = BaseActivityEvent & {
   data: undefined;
   previousData: Activity;
 };
+
+/************
+ * ActivityV2Meta Types
+ * These types are used to define the structure of the metadata for different activity types.
+ ************/
+
+export type ActivityV2Meta =
+  | EmailDebtorsDossierActivityPayload
+  | CallDebtorsDossierActivityPayload
+  | MeetingDebtorsDossierActivityPayload
+  | ChatDebtorsDossierActivityPayload;
+
+export type EmailDebtorsDossierActivityPayload = {
+  /*   from: { email: string; name?: string; external?: boolean };
+  to: { email: string; name?: string }[];
+  cc?: { email: string; name?: string }[];
+  bcc?: { email: string; name?: string }[];
+  subject?: string;
+  attachments?: AttachmentValue[]; */
+};
+
+export type CallDebtorsDossierActivityPayload = {
+  didNotAnswer: boolean;
+  /*  from: { phone: string; name?: string; external?: boolean };
+  to: string;
+  duration?: number;
+  recordingUrl?: string;
+  transcription?: string; */
+};
+
+export type MeetingDebtorsDossierActivityPayload = {
+  /*   organizer: string;
+  participants: string[];
+  location?: string;
+  startTime: string;
+  endTime: string; */
+};
+
+export type ChatDebtorsDossierActivityPayload = {
+  /*   from: { phone: string; name?: string; external?: boolean };
+  to: string[]; */
+  message: string;
+  platform: 'whatsapp' | 'sms';
+};

package/src/types/internal-events.ts

@@ -12,6 +12,7 @@ export enum EventTypes {
   ACTIVITY = 'activities',
   EXTERNAL_VEHICLE_SALE = 'external-vehicle-sales',
   AMORTIZATION_DOC = 'amortization-docs',
+  DEBTOR_DOSSIER = 'debtor-dossiers',
 }
 
 export enum InternalNotificationChannels {

package/src/types/journeys.ts

@@ -12,10 +12,12 @@ export type JourneyTaskConfig<T> = {
   priority?: TaskPriority;
   tag?: string;
   description?: MultiLangValue;
+  dueDateOn?: string;
   completionCriteria: RulesLogic<AdditionalOperation>;
   prerequisiteTaskIds: string[];
   requiredAtStatus?: T; //Required at a given status or higher
   disabled: boolean;
+  autoAssignToRequester?: boolean;
 };
 
 export type JourneyConfig<T> = {
@@ -26,3 +28,9 @@ export type JourneyConfig<T> = {
   createdBy: string;
   disabled: boolean;
 };
+
+export type JourneyConfigCustomTasks<T> = Pick<JourneyConfig<T>, 'businessEntityId' | 'tasks'> & {
+  recordId: string;
+  createdAt: string;
+  createdBy: string;
+};

package/src/types/leasing-debtors.ts

@@ -1,4 +1,9 @@
+import { EmailMessage } from '@bisondesk/commons-sdk/messages';
+import { NextList, PaginatedList } from '@bisondesk/commons-sdk/types';
 import { Contact, Organization } from './crm.js';
+import { LeasingContract } from './leasing.js';
+import { BaseSearchRequest, SortFilter, SortOrder } from './search.js';
+import { DataRecord, ReferenceData } from './utils.js';
 
 export type MonthData = {
   activeContractIds: string[];
@@ -28,8 +33,333 @@ export type SearchDebtorInfo = {
   org: Organization;
   contact?: Contact;
   debtor: DebtorInfo;
+  activeDebtorDossier?: {
+    dossier: DebtorsDossier;
+    hasDossier: boolean;
+    lastActivityAt?: string;
+    lastActivityBy?: string;
+  };
   custom: {
     riskLevelLabel: string;
     hasActiveContracts: boolean;
   };
 };
+
+export enum DebtorsDossierStatus {
+  AUTO_REMINDER = 'auto_reminder',
+  OVERDUE = 'overdue',
+  CONTACT_ATTEMPTED = 'contact_attempted',
+  DIALOGUE = 'dialogue',
+  PROMISE_TO_PAY = 'promise_to_pay',
+  FAILURE = 'failure',
+  RESOLVED = 'resolved',
+}
+
+export const debtorsDossierStatusToDateFieldMap: Record<
+  DebtorsDossierStatus,
+  { date: keyof DossierStatusLogFields; author: keyof DossierStatusLogFields } | null
+> = {
+  [DebtorsDossierStatus.AUTO_REMINDER]: null,
+  [DebtorsDossierStatus.OVERDUE]: { date: 'overdueAt', author: 'overdueBy' },
+  [DebtorsDossierStatus.CONTACT_ATTEMPTED]: { date: 'contactedAt', author: 'contactedBy' },
+  [DebtorsDossierStatus.DIALOGUE]: { date: 'dialogueAt', author: 'dialogueBy' },
+  [DebtorsDossierStatus.PROMISE_TO_PAY]: { date: 'promiseToPayAt', author: 'promiseToPayBy' },
+  [DebtorsDossierStatus.RESOLVED]: { date: 'resolvedAt', author: 'resolvedBy' },
+  [DebtorsDossierStatus.FAILURE]: { date: 'failedAt', author: 'failedBy' },
+};
+
+/******
+ * Auto Follow-Up Types
+ ******/
+
+export type DebtorAutoFollowUp = {
+  id: string;
+  organizationId: string;
+  organizationName: string;
+  status: 'ONGOING' | 'ERROR' | 'SUCCESS' | 'EXPIRED' | 'DISCARDED';
+  emails: EmailMessage[];
+  createdAt: string;
+  modifiedAt: string;
+  completedAt?: string;
+  nextActionAt: string;
+  riskLevel: number;
+};
+
+export type ListOverdueRemindersResponse = PaginatedList<DebtorAutoFollowUp, ReferenceData>;
+export type ListOverdueRemindersRequest = {
+  offset: number;
+  limit: number;
+  sortBy: SortFilter;
+};
+
+/******
+ * Debtor Dossier Types
+ ******/
+
+export enum DebtorsDossierActions {
+  SET_METADATA = 'set_metadata',
+  ADD_ACTIVITY = 'add_activity',
+  FINISH = 'finish',
+  SET_DOCUMENTS = 'set_documents',
+  SET_PAYMENT_PLAN = 'set_payment_plan',
+  SET_LEGAL_DOSSIER = 'set_legal_dossier',
+}
+
+export type DossierStatusLogFields = {
+  failedAt?: string;
+  failedBy?: string;
+  resolvedAt?: string;
+  contactedAt?: string;
+  contactedBy?: string;
+  overdueAt?: string;
+  overdueBy?: string;
+  resolvedBy?: string;
+  dialogueAt?: string;
+  dialogueBy?: string;
+  promiseToPayAt?: string;
+  promiseToPayBy?: string;
+};
+
+export type BaseDebtorsDossier = {
+  organizationId: string;
+  contactId?: string;
+  tags: string[];
+  origin: 'manual' | 'auto';
+  autoFollowUpId?: string;
+  administrativeUserId?: string;
+  branchId: string;
+  tenantId: string;
+};
+export type DebtorsDossierStatusAudit = {
+  from: DebtorsDossierStatus;
+  to: DebtorsDossierStatus;
+  changedAt: string;
+  changedBy: string;
+};
+
+export type DebtorsDossier = BaseDebtorsDossier &
+  DossierStatusLogFields & {
+    id: string;
+    createdAt: string;
+    createdBy: string;
+    updatedAt: string;
+    updatedBy: string;
+    status: DebtorsDossierStatus;
+    statusAudit: DebtorsDossierStatusAudit[];
+  };
+
+export type NewDebtorsDossier = BaseDebtorsDossier & {
+  id?: undefined;
+  createdBy?: undefined;
+  createdAt?: undefined;
+  updatedBy?: undefined;
+  updatedAt?: undefined;
+};
+
+export type DebtorsDossierBff = {
+  dossier: DataRecord<DebtorsDossier>;
+  organization?: Organization;
+  contact?: Contact;
+  leasingContracts: LeasingContract[];
+  debt?: DebtorInfo;
+  paymentPlan?: DebtorsPaymentPlan;
+  legalDossier?: LegalDossier;
+  trackAndTraceDevices: {
+    /*     odometer: TrackAndTraceOdometerData;
+    device: TrackAndTraceDevice; */
+  }[];
+};
+
+export type UpdateDebtorsDossier = Partial<
+  Pick<
+    DebtorsDossier,
+    'status' | 'tags' | 'contactId' | 'administrativeUserId' | 'branchId' | 'organizationId'
+  >
+> & {
+  overdue?: boolean;
+  resolve?: boolean;
+};
+
+/******
+ * Payment Plan Types
+ ******/
+
+export type DebtorsPaymentPlan = {
+  id: string;
+  debtorDossierId: string;
+
+  notes: {
+    content: string;
+    createdAt: string;
+    createdBy: string;
+  }[];
+
+  reminders?: {
+    startDate: string; // ISO date string
+    frequency: {
+      every: number;
+      period: 'days' | 'weeks' | 'months';
+    };
+    endCondition:
+      | {
+          endDate: string; // ISO date string
+        }
+      | {
+          occurrences: number; // Number of reminders to send
+        };
+  };
+
+  createdAt: string;
+  createdBy: string;
+  updatedAt: string;
+  updatedBy: string;
+};
+
+export type NewPaymentPlan = Omit<
+  DebtorsPaymentPlan,
+  'id' | 'createdAt' | 'updatedAt' | 'createdBy' | 'updatedBy' | 'notes'
+> & { notes?: string };
+
+export type UpdatePaymentPlan = Partial<Pick<DebtorsPaymentPlan, 'reminders'>> & {
+  newNote?: string;
+};
+
+/******
+ * Legal Dossier Types
+ ******/
+
+export enum LegalDossierStatus {
+  ASSESSMENT = 'assessment',
+  PRE_LEGAL_NOTICE = 'pre_legal_notice',
+  SENT_TO_LAWYER = 'sent_to_lawyer',
+  FILED = 'filed',
+  IN_COURT = 'in_court',
+  JUDGMENT = 'judgment',
+  ENFORCEMENT = 'enforcement',
+  SETTLEMENT = 'settlement',
+  CLOSED_RECOVERED = 'closed_recovered',
+  CLOSED_UNRECOVERABLE = 'closed_unrecoverable',
+  ON_HOLD = 'on_hold',
+}
+
+export type LegalDossier = {
+  id: string;
+  debtorDossierId: string;
+  caseNumber?: string;
+  notes?: string;
+  createdAt: string;
+  createdBy: string;
+  updatedAt: string;
+  updatedBy: string;
+  status: LegalDossierStatus;
+};
+
+export type NewLegalDossier = Omit<
+  LegalDossier,
+  'id' | 'createdAt' | 'updatedAt' | 'createdBy' | 'updatedBy'
+>;
+
+export type UpdateLegalDossier = Partial<Pick<LegalDossier, 'caseNumber' | 'status' | 'notes'>>;
+
+/******
+ * Debtor Dossier Events
+ ******/
+
+export type DebtorsDossierCreateEvent = {
+  action: 'created';
+  data: DebtorsDossier;
+  previousData?: undefined;
+  tenantId: string;
+  userId: string;
+};
+
+export type DebtorsDossierUpdateEvent = {
+  action: 'updated';
+  data: DebtorsDossier;
+  previousData: DebtorsDossier;
+  tenantId: string;
+  userId: string;
+};
+
+export type DebtorsDossierDeleteEvent = {
+  action: 'deleted';
+  data?: undefined;
+  previousData: DebtorsDossier;
+  tenantId: string;
+  userId: string;
+};
+
+export type DebtorsDossierEvent =
+  | DebtorsDossierCreateEvent
+  | DebtorsDossierUpdateEvent
+  | DebtorsDossierDeleteEvent;
+
+/************
+ *
+ * Search
+ */
+
+export type SearchDebtorsDossier = {
+  contact?: Contact;
+  debtorsDossier: DebtorsDossier;
+  org?: Organization;
+  legalDossier?: LegalDossier;
+  paymentPlan?: DebtorsPaymentPlan;
+  tasks: {
+    totalTasks: number;
+    openTasks: number;
+    nextDueAt?: string;
+  };
+  overdue: {
+    remindersSent: number;
+  };
+};
+
+/************
+ *
+ * Kanban
+ */
+
+export type DebtorsDossierKanbanColumn = {
+  status: DebtorsDossierStatus;
+  results: SearchDebtorsDossier[];
+  totalCount: number;
+  totalValue: string;
+};
+
+export type MSearchDebtorsDossierKanbanColumn = {
+  column: DebtorsDossierKanbanColumn;
+  nextToken?: string;
+};
+
+export type KanbanDebtorsDossierSearchRequest = BaseSearchRequest & {
+  nextTokens?: Record<string, string | undefined>;
+  statusSortBy?: Record<DebtorsDossierStatus, { fieldId: string; order: SortOrder }[]>;
+};
+
+export type KanbanDebtorsDossierNextList = Omit<
+  NextList<DebtorsDossierKanbanColumn, ReferenceData>,
+  'nextToken'
+> & {
+  nextTokens?: Record<string, string | undefined>;
+};
+
+export const DebtorsDossierStatusOrder: DebtorsDossierStatus[] = [
+  DebtorsDossierStatus.AUTO_REMINDER,
+  DebtorsDossierStatus.OVERDUE,
+  DebtorsDossierStatus.CONTACT_ATTEMPTED,
+  DebtorsDossierStatus.DIALOGUE,
+  DebtorsDossierStatus.PROMISE_TO_PAY,
+];
+
+export const DebtorsDossierWonColumnId = DebtorsDossierStatus.RESOLVED;
+
+export const DebtorsDossierKanbanEndColumns: DebtorsDossierStatus[] = [
+  DebtorsDossierStatus.RESOLVED,
+  DebtorsDossierStatus.FAILURE,
+];
+
+export const DebtorsDossierKanbanColumns = [
+  ...DebtorsDossierStatusOrder,
+  ...DebtorsDossierKanbanEndColumns,
+];

package/src/types/leasing.ts

@@ -42,19 +42,6 @@ export type LeasingConditionEvent = {
   tenantId: string;
 };
 
-export type OverdueDossier = {
-  id: string;
-  organizationId: string;
-  organizationName: string;
-  status: 'ONGOING' | 'ERROR' | 'SUCCESS' | 'EXPIRED' | 'DISCARDED';
-  emails: EmailMessage[];
-  createdAt: string;
-  modifiedAt: string;
-  completedAt?: string;
-  nextActionAt: string;
-  riskLevel: number;
-};
-
 export type LeasingContractClient = {
   organizationId: string;
   contactIds: string[];
@@ -193,13 +180,6 @@ export type OpportunityRef = BaseRef & {
   //Since VAT is client specific and contracts can be transferred between clients, we always handle values without VAT
 };
 
-export type ListOverdueRemindersResponse = PaginatedList<OverdueDossier, ReferenceData>;
-export type ListOverdueRemindersRequest = {
-  offset: number;
-  limit: number;
-  sortBy: SortFilter;
-};
-
 export type NewLeasingConditions = {
   parameters: {
     yearlyRoadTax: string;

package/src/utils/debtors-dossiers.ts

@@ -0,0 +1,73 @@
+import { DebtorsDossier, DebtorsDossierStatus } from '@bisondesk/core-sdk/types/leasing-debtors';
+
+export const DebtorsDossierStatusOrder: DebtorsDossierStatus[] = [
+  DebtorsDossierStatus.AUTO_REMINDER,
+  DebtorsDossierStatus.OVERDUE,
+  DebtorsDossierStatus.CONTACT_ATTEMPTED,
+  DebtorsDossierStatus.DIALOGUE,
+  DebtorsDossierStatus.PROMISE_TO_PAY,
+  DebtorsDossierStatus.FAILURE,
+  DebtorsDossierStatus.RESOLVED,
+];
+
+type CompareInput = {
+  currentStatus: DebtorsDossierStatus;
+  referenceStatus: DebtorsDossierStatus;
+};
+
+const compareDebtorsDossierStatus = (input: CompareInput) => {
+  const { currentStatus, referenceStatus } = input;
+
+  const currentStatusIdx = DebtorsDossierStatusOrder.indexOf(currentStatus);
+  const referenceStatusIdx = DebtorsDossierStatusOrder.indexOf(referenceStatus);
+
+  return {
+    currentStatusIdx,
+    referenceStatusIdx,
+  };
+};
+
+export const getPreviousStatus = (
+  currentStatus: DebtorsDossierStatus
+): DebtorsDossierStatus | undefined => {
+  const currentIndex = DebtorsDossierStatusOrder.indexOf(currentStatus);
+  if (currentIndex <= 0) {
+    return;
+  }
+  return DebtorsDossierStatusOrder[currentIndex - 1];
+};
+
+export const getNextStatus = (status: DebtorsDossierStatus): DebtorsDossierStatus | undefined => {
+  const statusIndex = DebtorsDossierStatusOrder.indexOf(status);
+  if (statusIndex >= DebtorsDossierStatusOrder.length - 1) {
+    return;
+  }
+  return DebtorsDossierStatusOrder[statusIndex + 1];
+};
+
+export const isSameOrAfterReferenceDebtorsDossierStatus = (input: CompareInput): boolean => {
+  const { currentStatusIdx, referenceStatusIdx } = compareDebtorsDossierStatus(input);
+
+  return currentStatusIdx >= referenceStatusIdx;
+};
+
+export const isAfterReferenceDebtorsDossierStatus = (input: CompareInput): boolean => {
+  const { currentStatusIdx, referenceStatusIdx } = compareDebtorsDossierStatus(input);
+
+  return currentStatusIdx > referenceStatusIdx;
+};
+
+export const isSameOrBeforeReferenceDebtorsDossierStatus = (input: CompareInput): boolean => {
+  const { currentStatusIdx, referenceStatusIdx } = compareDebtorsDossierStatus(input);
+
+  return currentStatusIdx <= referenceStatusIdx;
+};
+
+export const isBeforeReferenceDebtorsDossierStatus = (input: CompareInput): boolean => {
+  const { currentStatusIdx, referenceStatusIdx } = compareDebtorsDossierStatus(input);
+
+  return currentStatusIdx < referenceStatusIdx;
+};
+
+export const isDossierFinished = (dossier: DebtorsDossier): boolean =>
+  dossier.resolvedAt != null || dossier.failedAt != null;

package/src/utils/search.ts

@@ -1,17 +1,24 @@
 import { joinWithSeparator } from '@bisondesk/commons-sdk/formatting';
 import { BusinessEntityIds } from '../constants.js';
 import { Contact, Organization, SearchOrganization } from '../types/crm.js';
+import { DebtorsDossier, SearchDebtorsDossier } from '../types/leasing-debtors.js';
 import { SearchLeasingContract } from '../types/leasing-search.js';
 import { LeasingContract } from '../types/leasing.js';
 import { Opportunity, SearchOpportunity } from '../types/opportunities.js';
 import { SearchVehicle, Vehicle } from '../types/vehicles.js';
 
-export type GlobalBusinessEntity = Opportunity | Vehicle | Organization | LeasingContract;
+export type GlobalBusinessEntity =
+  | Opportunity
+  | Vehicle
+  | Organization
+  | LeasingContract
+  | DebtorsDossier;
 export type GlobalSearchEntity =
   | SearchOpportunity
   | SearchVehicle
   | SearchOrganization
-  | SearchLeasingContract;
+  | SearchLeasingContract
+  | SearchDebtorsDossier;
 
 export const getCustomerInformation = (org?: Organization, contact?: Contact) => {
   if (org != null) {