@chatarmin/os 1.35.0 → 1.37.0

package/dist/companies/activity-types.d.ts

@@ -65,11 +65,44 @@ export interface ListCompanyActivityInput {
     /** Has at least one usage signal of these kinds. */
     usageSignals?: UsageSignalKind[];
     unrepliedOnly?: boolean;
+    /**
+     * Only clients whose CSM has written them no message (Slack Connect, email; not #clients
+     * threads) since the CSM was assigned, or ever when the assignment date is unknown.
+     */
+    csmNotContactedSinceAssignment?: boolean;
+    /** Only clients whose CSM has had no meeting with them (Pipedrive, Read.ai, OS) since the assignment, or ever. */
+    csmNoMeetingSinceAssignment?: boolean;
     /** mrr: highest first; usage_change_*: biggest drop first; days_since_*: longest silence first. */
     sort?: CompanyActivitySort;
     cursor?: string;
     limit?: number;
 }
+/** What the company's CSM personally did with the client. Counts are all-time. */
+export interface CompanyCsmActivity {
+    /** When the current CSM was assigned; null = before OS recorded CSM changes ("since" = ever). */
+    assignedAt: Date | null;
+    firstOutreachAt: Date | null;
+    lastOutreachAt: Date | null;
+    outreachCount: number;
+    /** e.g. slack, gmail. */
+    outreachSources: string[];
+    lastMeetingAt: Date | null;
+    meetingCount: number;
+    /** pipedrive, read_ai, os. */
+    meetingSources: string[];
+    contactedSinceAssignment: boolean;
+    metSinceAssignment: boolean;
+}
+/** One member's outreach and meetings with the client. */
+export interface CompanyTeamMemberActivity {
+    name: string | null;
+    email: string;
+    lastOutreachAt: Date | null;
+    outreachCount: number;
+    lastMeetingAt: Date | null;
+    meetingCount: number;
+    sources: string[];
+}
 export interface CompanyActivity {
     companyId: string;
     companyName: string;
@@ -117,11 +150,16 @@ export interface CompanyActivity {
         /** Per-feature changes worth a look. */
         signals: UsageSignal[];
     };
+    /** lastCsmCheckinAt: the latest of a check-in recorded by hand and the CSM's own outreach or meeting. */
     engagement: {
         lastLoginAt: Date | null;
         daysSinceLogin: number | null;
         lastCsmCheckinAt: Date | null;
     };
+    /** null = no CSM assigned. */
+    csmActivity: CompanyCsmActivity | null;
+    /** Every member's outreach and meetings with the client, latest first. */
+    teamActivity: CompanyTeamMemberActivity[];
     billing: {
         overdueInvoices: number;
         maxDaysOverdue: number;

package/dist/companies/activity-types.d.ts.map

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

@@ -1 +1 @@
-{"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;AA2DnB,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,CA8LjB"}
+{"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;AA6DnB,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,CAkMjB"}

package/dist/companies/client.js

@@ -40,6 +40,7 @@ export function createCompaniesClient(client, call) {
         approveOnboardingPlan: (input) => call('companies.approveOnboardingPlan', () => client.companies.approveOnboardingPlanForStaff.mutate(input)),
         createOnboardingPlanPrice: (input) => call('companies.createOnboardingPlanPrice', () => client.companies.createOnboardingPlanPriceForStaff.mutate(input)),
         answerOnboardingPlanQuestion: (input) => call('companies.answerOnboardingPlanQuestion', () => client.companies.answerOnboardingPlanQuestionForStaff.mutate(input)),
+        setOnboardingPlanStartDate: (input) => call('companies.setOnboardingPlanStartDate', () => client.companies.setOnboardingPlanStartDateForStaff.mutate(input)),
         setOnboardingPlanCsm: (input) => call('companies.setOnboardingPlanCsm', () => client.companies.setOnboardingPlanCsmForStaff.mutate(input)),
         previewOnboardingEmail: (input) => call('companies.previewOnboardingEmail', () => client.companies.previewOnboardingEmailForStaff.mutate(input)),
     };

package/dist/companies/onboarding-plan-types.d.ts

@@ -98,7 +98,7 @@ export interface ApproveOnboardingPlanInput {
 }
 export interface ApproveOnboardingPlanResult {
     plan: OnboardingPlan;
-    /** True when the payment-method invite went out; false in shadow mode. */
+    /** True when the payment-method invite went out. */
     sent: boolean;
 }
 export interface CreateOnboardingPlanPriceInput {
@@ -135,6 +135,20 @@ export interface AnswerOnboardingPlanQuestionResult {
     /** The rebuilt plan (its `startDate` is the chosen date, the question is gone). */
     plan: OnboardingPlan | null;
 }
+export interface SetOnboardingPlanStartDateInput {
+    planId: string;
+    /** The revision that was reviewed; 409 when the plan changed since. */
+    revision: string;
+    /**
+     * Billing start `yyyy-MM-dd` in the organization's time zone: today or later and at most a
+     * year ahead (422 otherwise). A future start means free until then: the card is saved at
+     * onboarding and nothing is billed before this day.
+     */
+    startDate: string;
+    /** Login email of the OS member who chose the date (403 otherwise). */
+    actorEmail: string;
+}
+export type SetOnboardingPlanStartDateResult = AnswerOnboardingPlanQuestionResult;
 export interface SetOnboardingPlanCsmInput {
     planId: string;
     /** The CSM's OS login email (404 when no OS member has it). */
@@ -194,6 +208,13 @@ export interface CompaniesOnboardingPlanClient {
      * 403 = non-member, 409 = changed or not a draft, 422 = date in the past. Audited.
      */
     answerOnboardingPlanQuestion: (input: AnswerOnboardingPlanQuestionInput) => Promise<AnswerOnboardingPlanQuestionResult>;
+    /**
+     * Sets when a draft plan's billing starts, whether or not the plan has a start-date question
+     * (e.g. "free until 8 Nov"). Stored in OS only (the CRM keeps the contract date), survives
+     * rebuilds, and the plan rebuilds. 404 = plan not found, 403 = non-member actor, 409 = changed
+     * or not a draft, 422 = in the past or more than a year ahead. Audited.
+     */
+    setOnboardingPlanStartDate: (input: SetOnboardingPlanStartDateInput) => Promise<SetOnboardingPlanStartDateResult>;
     /**
      * Assigns the client company's CSM (the same assignment as in OS) and updates the plan's Slack
      * message; the revision does not change. Any status except cancelled (409). 404 = plan not

package/dist/companies/onboarding-plan-types.d.ts.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@chatarmin/os",
-  "version": "1.35.0",
+  "version": "1.37.0",
   "description": "Type-safe SDK for ChatarminOS - Customer & Subscription Management",
   "type": "module",
   "publishConfig": {