@chatarmin/os 1.31.0 → 1.32.0

package/dist/companies/client-signals-types.d.ts

@@ -74,5 +74,36 @@ export interface CompaniesClientSignalsClient {
     resolveClientSignals: (input: ResolveClientSignalsInput) => Promise<{
         updated: number;
     }>;
+    /** Records a client's sentiment (staff routines). 404 = company not found, 403 = non-member. */
+    reportClientSentiment: (input: ReportClientSentimentInput) => Promise<ClientSentimentReport>;
+}
+/**
+ * Client sentiment: how a client feels, as a staff routine read it from the client's Slack and
+ * email. The latest report per company (last 14 days) is the current one and shows on the CSM's
+ * portfolio; `ok` clears an earlier `critical`. Mirrors `packages/api/src/services/client-sentiment`.
+ */
+export type ClientSentimentLevel = 'critical' | 'at_risk' | 'ok';
+export interface ReportClientSentimentInput {
+    companyId?: string;
+    /** A product's org id for the company (e.g. the CX org id). */
+    externalOrgId?: string;
+    level: ClientSentimentLevel;
+    /** Why, in a sentence or two (max 1000 characters); shown to staff verbatim. */
+    reason: string;
+    /** The message or thread the judgement rests on. */
+    permalink?: string;
+    /** When the routine judged it; default now. */
+    reportedAt?: Date;
+    /** Login email of the OS member the report is recorded for (403 otherwise). */
+    actorEmail: string;
+}
+export interface ClientSentimentReport {
+    id: string;
+    companyId: string;
+    level: ClientSentimentLevel;
+    reason: string;
+    permalink: string | null;
+    reportedByEmail: string;
+    reportedAt: Date;
 }
 //# sourceMappingURL=client-signals-types.d.ts.map

package/dist/companies/client-signals-types.d.ts.map

@@ -1 +1 @@
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package/dist/companies/client.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"client.d.ts","sourceRoot":"","sources":["../../src/companies/client.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,SAAS,EAAE,MAAM,2BAA2B,CAAA;AAC1D,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,cAAc,CAAA;AACpD,OAAO,KAAK,EACV,eAAe,EAkBhB,MAAM,YAAY,CAAA;AAoDnB,KAAK,SAAS,GAAG,UAAU,CAAC,OAAO,gBAAgB,CAAC,SAAS,CAAC,CAAC,CAAA;AAC/D,KAAK,OAAO,GAAG,CAAC,CAAC,EAAE,SAAS,EAAE,MAAM,EAAE,MAAM,EAAE,MAAM,OAAO,CAAC,CAAC,CAAC,KAAK,OAAO,CAAC,CAAC,CAAC,CAAA;AAE7E,wBAAgB,qBAAqB,CACnC,MAAM,EAAE,SAAS,EACjB,IAAI,EAAE,OAAO,GACZ,eAAe,CAoLjB"}

package/dist/companies/client.js

@@ -17,6 +17,7 @@ export function createCompaniesClient(client, call) {
         listClientSignals: (input = {}) => call('companies.listClientSignals', () => client.companies.listClientSignalsForProduct.query(input)),
         markClientSignalsNotified: (input) => call('companies.markClientSignalsNotified', () => client.companies.markClientSignalsNotifiedForProduct.mutate(input)),
         resolveClientSignals: (input) => call('companies.resolveClientSignals', () => client.companies.resolveClientSignalsForStaff.mutate(input)),
+        reportClientSentiment: (input) => call('companies.reportClientSentiment', () => client.companies.reportClientSentimentForStaff.mutate(input)),
         attachUsagePrice: (input) => call('companies.attachUsagePrice', () => client.companies.attachUsagePriceForStaff.mutate(input)),
         recordIntegrityDecision: (input) => call('companies.recordIntegrityDecision', () => client.companies.recordIntegrityDecisionForStaff.mutate(input)),
         listIntegrityDecisions: (input) => call('companies.listIntegrityDecisions', () => client.companies.listIntegrityDecisionsForProduct.query(input)),

package/dist/csm/client.d.ts

@@ -0,0 +1,8 @@
+import type { AppRouter } from '@chatarmin/api/trpc-types';
+import type { createTRPCClient } from '@trpc/client';
+import type { CsmClient } from './types.js';
+type SdkClient = ReturnType<typeof createTRPCClient<AppRouter>>;
+type SdkCall = <T>(operation: string, action: () => Promise<T>) => Promise<T>;
+export declare function createCsmClient(client: SdkClient, call: SdkCall): CsmClient;
+export {};
+//# sourceMappingURL=client.d.ts.map

package/dist/csm/client.d.ts.map

@@ -0,0 +1 @@
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package/dist/csm/client.js

@@ -0,0 +1,7 @@
+export function createCsmClient(client, call) {
+    return {
+        getPortfolio: (input) => call('csm.getPortfolio', () => client.csmPortfolio.summaryForStaff.query(input)),
+        listAttention: (input) => call('csm.listAttention', () => client.csmPortfolio.attentionForStaff.query(input)),
+        listClients: (input) => call('csm.listClients', () => client.csmPortfolio.clientsForStaff.query(input)),
+    };
+}

package/dist/csm/index.d.ts

@@ -0,0 +1,3 @@
+export { createCsmClient } from './client.js';
+export type * from './types.js';
+//# sourceMappingURL=index.d.ts.map

package/dist/csm/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/csm/index.js

@@ -0,0 +1 @@
+export { createCsmClient } from './client.js';

package/dist/csm/types.d.ts

@@ -0,0 +1,202 @@
+import type { UsageSignal } from '../companies/activity-types.js';
+/**
+ * A CSM's portfolio: the numbers and the clients that need action, the same as the "My portfolio"
+ * page in OS. Mirrors `packages/api/src/services/csm-portfolio`. Money in minor units (cents);
+ * rates as ratios (1 = 100 %), null without an opening base.
+ */
+export type PortfolioPeriod = 'mtd' | 'qtd' | 'last_30d' | 'last_12m';
+export interface PortfolioCsm {
+    memberId: string;
+    userId: string;
+    name: string | null;
+    email: string;
+}
+export interface PortfolioMrr {
+    totalCents: number;
+    /** Fixed: committed subscription MRR. */
+    committedCents: number;
+    /** Variable: usage-based MRR. */
+    usageCents: number;
+}
+export interface PortfolioRetention {
+    nrrPct: number | null;
+    grrPct: number | null;
+    churnRatePct: number | null;
+}
+export interface PortfolioSummary {
+    csm: PortfolioCsm;
+    period: {
+        key: PortfolioPeriod;
+        from: Date;
+        to: Date;
+    };
+    /** Live: the CSM's active clients today. */
+    clients: number;
+    mrr: PortfolioMrr;
+    /** Attributed: clients the CSM owned during the period (daily snapshots). */
+    retention: PortfolioRetention;
+    /** Committed MRR movements over the period. */
+    waterfall: {
+        openingMrrCents: number;
+        newBusinessCents: number;
+        expansionCents: number;
+        reactivationCents: number;
+        contractionCents: number;
+        churnCents: number;
+        closingMrrCents: number;
+    };
+    /** Clients with a message waiting for our reply for more than an hour (tracked waits). */
+    unanswered: {
+        clients: number;
+        oldestSince: Date | null;
+    };
+    /**
+     * Tracked from new messages on (no backfill), in calendar time. A wait is a client message a
+     * person wrote that expects our reply (auto-replies, newsletters and bulk mail never count);
+     * our team's next human message in the conversation answers it.
+     */
+    responsiveness: {
+        /** The organization's first tracked wait; null before any. */
+        trackingSince: Date | null;
+        waitsAnswered: number;
+        waitsOpen: number;
+        firstResponseSeconds: {
+            median: number | null;
+            avg: number | null;
+            p90: number | null;
+        };
+        /** Conversations waiting for our reply for more than an hour. */
+        waitingConversations: number;
+    };
+    /** By the client's primary product (its oldest product link); productId null = no product. */
+    byProduct: Array<PortfolioRetention & {
+        productId: string | null;
+        productName: string | null;
+        clients: number;
+        mrr: PortfolioMrr;
+    }>;
+    renewals: {
+        windowDays: number;
+        totalMrrCents: number;
+        companies: Array<{
+            companyId: string;
+            companyName: string;
+            contractEndAt: Date;
+            /** The contract end's calendar day (YYYY-MM-DD). */
+            contractEndOn: string;
+            daysLeft: number;
+            mrrCents: number;
+        }>;
+    };
+    asOf: Date;
+}
+/** Most urgent first; the order ranks clients. */
+export type AttentionReasonKind = 'unanswered' | 'sentiment' | 'promise_due' | 'billing_finding' | 'usage_drop' | 'payment_overdue' | 'renewal_due';
+export type AttentionReason = 
+/** Client messages waiting for our reply for more than an hour (tracked waits). */
+{
+    kind: 'unanswered';
+    since: Date;
+    conversations: number;
+}
+/** The latest sentiment report (last 14 days) says critical or at risk. */
+ | {
+    kind: 'sentiment';
+    since: Date;
+    level: 'critical' | 'at_risk';
+    reason: string;
+    permalink: string | null;
+}
+/** Commitments our team made that are due today or earlier. */
+ | {
+    kind: 'promise_due';
+    since: Date;
+    /** All due commitments; `commitments` holds the oldest (up to 10). */
+    total: number;
+    commitments: Array<{
+        id: string;
+        quote: string;
+        dueOn: Date;
+        permalink: string | null;
+    }>;
+}
+/** Open high/medium billing integrity findings. */
+ | {
+    kind: 'billing_finding';
+    since: Date;
+    /** All open findings; `findings` holds the oldest (up to 10). */
+    total: number;
+    findings: Array<{
+        id: string;
+        code: string;
+        severity: string;
+        message: string;
+    }>;
+} | {
+    kind: 'usage_drop';
+    since: null;
+    signals: UsageSignal[];
+} | {
+    kind: 'payment_overdue';
+    since: null;
+    overdueInvoices: number;
+    overdueAmountCents: number;
+    maxDaysOverdue: number;
+}
+/** The contract ends within 60 days. */
+ | {
+    kind: 'renewal_due';
+    since: null;
+    contractEndAt: Date;
+    contractEndOn: string;
+    daysLeft: number;
+};
+export interface AttentionItem {
+    companyId: string;
+    companyName: string;
+    mrrCents: number;
+    reasons: AttentionReason[];
+    /** The oldest dated reason. */
+    oldestSince: Date | null;
+}
+export interface PortfolioAttention {
+    /** Ranked: most urgent reason, then MRR at stake. */
+    items: AttentionItem[];
+    counts: Record<AttentionReasonKind, number>;
+    asOf: Date;
+}
+export interface PortfolioClient {
+    companyId: string;
+    companyName: string;
+    /** Linked products, by name. */
+    products: string[];
+    mrrCents: number;
+    /** Last message in either direction. */
+    lastContactAt: Date | null;
+    /** The client is waiting for our reply since then; null = nothing unanswered. */
+    unrepliedSinceAt: Date | null;
+    contractEndAt: Date | null;
+    /** The contract end's calendar day (YYYY-MM-DD). */
+    contractEndOn: string | null;
+}
+export interface GetPortfolioInput {
+    /** The CSM's OS login email (404 when no member has it). */
+    csmEmail: string;
+    /** Default `mtd` (month to date, in the organization's timezone). */
+    period?: PortfolioPeriod;
+}
+export interface CsmClient {
+    /** The CSM's numbers: clients, MRR, NRR/GRR/churn, response times, per product, renewals. */
+    getPortfolio: (input: GetPortfolioInput) => Promise<PortfolioSummary>;
+    /** The CSM's clients that need action now, ranked, with the facts behind each reason. */
+    listAttention: (input: {
+        csmEmail: string;
+    }) => Promise<PortfolioAttention>;
+    /** The CSM's active clients, highest MRR first. */
+    listClients: (input: {
+        csmEmail: string;
+    }) => Promise<{
+        clients: PortfolioClient[];
+    }>;
+}
+//# sourceMappingURL=types.d.ts.map

package/dist/csm/types.d.ts.map

@@ -0,0 +1 @@
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package/dist/csm/types.js

@@ -0,0 +1 @@
+export {};

package/dist/index.d.ts

@@ -7,6 +7,7 @@ import { type BillingClient } from "./billing/index.js";
 import { type DealsClient } from "./deals/index.js";
 import { type FeaturesClient } from "./features/index.js";
 import { type OnboardingClient } from "./onboarding/index.js";
+import { type CsmClient } from "./csm/index.js";
 import type { OnboardInput, OnboardResult } from "./onboard-types.js";
 export { webhooks, constructProductWebhookEvent, generateTestWebhookHeaders, OsWebhookSignatureVerificationError, WEBHOOK_ID_HEADER, WEBHOOK_SIGNATURE_HEADER, WEBHOOK_TIMESTAMP_HEADER, } from "./webhooks/index.js";
 export type { ConstructProductWebhookEventOptions, ProductWebhookEventPayload, ProductWebhookHeaders, VerifiedProductWebhookEvent, } from "./webhooks/index.js";
@@ -14,6 +15,7 @@ export type { CompaniesClient, CompanyAssignee, CompanyAssignees, CreateCompanyI
 export type * from "./companies/integrity-types.js";
 export type * from "./companies/client-signals-types.js";
 export type * from "./companies/activity-types.js";
+export type * from "./csm/types.js";
 export type { ChannelLinkType, ChannelsClient, LinkChannelInput, LinkChannelResult, LinkThreadInput, LinkThreadResult, UpdateChannelLinkInput, UpdateChannelLinkResult, } from "./channels/index.js";
 export type * from "./deals/index.js";
 export type * from "./billing/client-revenue-types.js";
@@ -186,6 +188,8 @@ export declare class ChatarminOS {
     get companies(): CompaniesClient;
     /** Won-deal onboarding: redeem a client's signup token (`os_invite`) for your product. */
     get onboarding(): OnboardingClient;
+    /** A CSM's portfolio by OS login email: the numbers and the clients that need action now. */
+    get csm(): CsmClient;
     get channels(): ChannelsClient;
     /**
      * Contact management operations.

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package/dist/index.js

@@ -1,8 +1,8 @@
 import { TRPCClientError, createTRPCClient, httpBatchLink } from "@trpc/client";
 import superjson from "superjson";
-import { createCompaniesClient, } from "./companies/index.js";
+import { createCompaniesClient } from "./companies/index.js";
 import { createLinksClient } from "./links/client.js";
-import { createChannelsClient, } from "./channels/index.js";
+import { createChannelsClient } from "./channels/index.js";
 import { createBillingClient } from "./billing/index.js";
 import { createDealsClient } from "./deals/index.js";
 import { createFeaturesClient } from "./features/index.js";
@@ -10,6 +10,7 @@ import { webhooks } from "./webhooks/index.js";
 import { toChatarminOSError } from "./errors.js";
 import { runOnboardFlow } from "./onboard-flow.js";
 import { createOnboardingClient } from "./onboarding/index.js";
+import { createCsmClient } from "./csm/index.js";
 export { webhooks, constructProductWebhookEvent, generateTestWebhookHeaders, OsWebhookSignatureVerificationError, WEBHOOK_ID_HEADER, WEBHOOK_SIGNATURE_HEADER, WEBHOOK_TIMESTAMP_HEADER, } from "./webhooks/index.js";
 export { ChatarminOSError } from "./errors.js";
 // ============================================================================
@@ -137,6 +138,10 @@ export class ChatarminOS {
     get onboarding() {
         return createOnboardingClient(this.client, this.call.bind(this));
     }
+    /** A CSM's portfolio by OS login email: the numbers and the clients that need action now. */
+    get csm() {
+        return createCsmClient(this.client, this.call.bind(this));
+    }
     get channels() {
         return createChannelsClient(this.client, this.call.bind(this));
     }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@chatarmin/os",
-  "version": "1.31.0",
+  "version": "1.32.0",
   "description": "Type-safe SDK for ChatarminOS - Customer & Subscription Management",
   "type": "module",
   "publishConfig": {