@chatarmin/os 1.8.9 → 1.13.0

package/dist/index.d.ts

@@ -3,12 +3,13 @@ import { type CompaniesClient } from "./companies/index.js";
 import { type ChannelsClient } from "./channels/index.js";
 import { type BillingClient } from "./billing/index.js";
 import { type FeaturesClient } from "./features/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";
-export type { CompaniesClient, CompanyAssignee, CompanyAssignees, CreateCompanyInput, CreateCompanyResult, GetCompanyInput, LinkedCompany, ListCompaniesInput, ListCompaniesResult, ListLinkedCompaniesInput, ListLinkedCompaniesResult, ProductCompany, UpdateCompanyResult, } from "./companies/index.js";
+export type { CompaniesClient, CompanyAssignee, CompanyAssignees, CreateCompanyInput, CreateCompanyResult, GetCompanyInput, LinkedCompany, ListCompaniesInput, ListCompaniesResult, ListLinkedCompaniesInput, ListLinkedCompaniesResult, ProductCompany, ApplyFreeOnboardTierInput, ApplyFreeOnboardTierResult, SetupOnboardBillingInput, SetupOnboardBillingResult, UpdateCompanyResult, } from "./companies/index.js";
 export type { ChannelLinkType, ChannelsClient, LinkChannelInput, LinkChannelResult, LinkThreadInput, LinkThreadResult, UpdateChannelLinkInput, UpdateChannelLinkResult, } from "./channels/index.js";
 export type { BillingClient, BillingInvoiceSummary, BillingOverview, BillingProfileSummary, BillingSubscriptionSummary, ClaimCheckoutInput, ClaimCheckoutResult, CreateBillingPortalSessionInput, EnsureFeatureSubscriptionInput, EnsureFeatureSubscriptionResult, GetBillingOverviewInput, GetUsageInput, LinkSubscriptionInput, LinkSubscriptionResult, ListBillingInvoicesOptions, PeriodOffsetRange, RelinkBillingProfileInput, ResolveInvoicePaymentUrlInput, SetUsageInput, SyncCompanyFromStripeInput, SyncCompanyFromStripeResult, UsageAggregate, UsageCycleBucket, UsageCycleSummary, UsagePoint, UsageQueryResult, UsageRecord, UsageSubscriptionItem, UsageResult, } from "./billing/index.js";
-export type { ExternalOrgFeatureAccessItem, FeatureAccessByExternalOrgIdResult, FeatureAccessItem, FeatureBillingDetails, FeatureCheckByExternalOrgIdResult, FeatureCheckInput, FeatureCheckResult, FeatureSetAccessInput, FeatureSetAccessResult, FeaturesClient, ListFeatureAccessInput, } from "./features/index.js";
+export type { ExternalOrgFeatureAccessItem, FeatureAccessByExternalOrgIdResult, FeatureAccessItem, FeatureAccessMode, FeatureBillingDetails, FeatureCheckByExternalOrgIdResult, FeatureCheckInput, FeatureCheckResult, FeatureResolvedAccess, FeatureResolvedAccessSource, FeatureSetAccessInput, FeatureSetAccessResult, FeaturesClient, ListFeatureAccessInput, } from "./features/index.js";
 /**
  * Configuration options for the ChatarminOS SDK client.
  */
@@ -101,86 +102,7 @@ export interface BulkContactResult {
         isNew: boolean;
     }>;
 }
-/**
- * Input for the unified onboarding flow.
- */
-export interface OnboardInput {
-    /** Your product's unique organization ID for this customer */
-    externalOrgId: string;
-    /** Display label for the product link (e.g., "Chatarmin CX", "Shopify") */
-    label: string;
-    /**
-     * Company details used when creating a new company via onboard().
-     */
-    hints?: {
-        /** Company name for new companies */
-        companyName?: string;
-        /** Domain for new companies */
-        domain?: string;
-    };
-    /**
-     * Stripe checkout session ID to claim.
-     * Use when user completed Stripe checkout in your product.
-     * @example "cs_test_xxxxxxxxxxxxx"
-     */
-    checkoutSessionId?: string;
-    /**
-     * Existing Stripe subscription ID to link.
-     * Use when you create subscriptions on your product's Stripe account.
-     * @example "sub_xxxxxxxxxxxxx"
-     */
-    stripeSubscriptionId?: string;
-    /**
-     * Stripe customer ID.
-     * Will be fetched from subscription if not provided.
-     * @example "cus_xxxxxxxxxxxxx"
-     */
-    stripeCustomerId?: string;
-    /**
-     * Tier code to apply features from.
-     * Use for free tier signups or to tag linked subscriptions.
-     * @example "free" | "pro" | "enterprise"
-     */
-    tierCode?: string;
-    /** Primary contact email for new companies */
-    contactEmail?: string;
-    /** Primary contact name for new companies */
-    contactName?: string;
-    /**
-     * Historical created_at timestamp for the company.
-     * Only used when creating new companies (not for existing matches).
-     * @example "2024-01-15T10:30:00.000Z"
-     */
-    createdAt?: string;
-}
-/**
- * Result from the onboarding flow.
- */
-export interface OnboardResult {
-    /** The company ID (either existing or newly created) */
-    companyId: string;
-    /** The company name */
-    companyName: string;
-    /**
-     * How the company was linked:
-     * - `already_linked`: Company was already linked to your product
-     * - `created`: New company was created
-     */
-    linkStatus: "already_linked" | "created";
-    /** Billing status (only present if billing was configured) */
-    billingStatus?: {
-        /** Subscription ID if created/claimed */
-        subscriptionId?: string;
-        /** True if subscription was claimed from checkout */
-        claimed?: boolean;
-        /** True if subscription was linked */
-        linked?: boolean;
-        /** True if tier features were applied */
-        tierApplied?: boolean;
-        /** Error message if billing failed (company still linked) */
-        error?: string;
-    };
-}
+export type { OnboardInput, OnboardResult } from './onboard-types.js';
 /**
  * ChatarminOS SDK Client
  *
@@ -341,6 +263,7 @@ export declare class ChatarminOS {
             name: string | null;
             role: string | null;
             short_id: string | null;
+            custom_fields: unknown;
             is_primary: boolean;
             avatar_url: string | null;
         }>;
@@ -395,9 +318,43 @@ export declare class ChatarminOS {
             name: string | null;
             role: string | null;
             short_id: string | null;
+            custom_fields: unknown;
             is_primary: boolean;
             avatar_url: string | null;
         }[]>;
+        /**
+         * Update a contact linked to a company. Identify it by `contactId` or `email`.
+         */
+        update: (input: {
+            companyId: string;
+            contactId?: string;
+            email?: string;
+            name?: string;
+            role?: string;
+            isPrimary?: boolean;
+        }) => Promise<{
+            id: string;
+            metadata: unknown;
+            created_at: Date;
+            updated_at: Date;
+            name: string | null;
+            role: string | null;
+            short_id: string | null;
+            custom_fields: unknown;
+            is_primary: boolean;
+            avatar_url: string | null;
+        }>;
+        /**
+         * Remove a contact from a company. The person is deleted only when no other company uses them.
+         */
+        unlink: (input: {
+            companyId: string;
+            contactId?: string;
+            email?: string;
+        }) => Promise<{
+            unlinked: boolean;
+            deleted: boolean;
+        }>;
     };
     /**
      * Feature access and entitlement operations.
@@ -484,12 +441,13 @@ export declare class ChatarminOS {
             created_at: Date;
             updated_at: Date;
             sync_status: string;
+            custom_fields: unknown;
+            label: string | null;
             product_id: string;
             external_org_id: string;
             external_user_id: string | null;
             confidence: number | null;
             link_type: string;
-            label: string | null;
             external_display_name: string | null;
             billing_profile_id: string | null;
         }>;
@@ -856,39 +814,33 @@ export declare class ChatarminOS {
         }>;
     };
     /**
-     * Complete onboarding flow in a single call.
-     *
-     * This is the recommended way to onboard new customers. It handles:
-     * 1. Smart company matching/creation
-     * 2. Product linking
-     * 3. Subscription claiming/linking
-     * 4. Tier feature application
+     * Create or link a company for your product (fast, non-blocking).
      *
-     * **Scenarios:**
+     * Handles company matching/creation, product linking, and free-tier billing setup
+     * (billing profile, subscription, feature access) when `tierCode: 'free'`.
+     * Paid tiers can use `companies.setupOnboardBilling()` after onboard or inline Stripe IDs.
+     * Pass `checkoutSessionId` or `stripeSubscriptionId` to claim/link Stripe inline.
      *
-     * 1. **Stripe Checkout completed** - Pass `checkoutSessionId`
-     * 2. **Free signup** - Pass `tierCode` only
-     * 3. **You create Stripe subscription** - Pass `stripeSubscriptionId` + `tierCode`
+     * Billing failures never throw after the company exists; `billingStatus.error` is set instead.
      *
      * @param input - Onboarding parameters
-     * @returns Result with company info and billing status
+     * @returns Result with company info and optional billing status
      *
-     * @example Scenario 1: User completed Stripe checkout
+     * @example CX free signup
      * ```typescript
      * const result = await os.onboard({
      *   externalOrgId: 'org_abc123',
-     *   label: 'My Product',
-     *   hints: {
-     *     companyName: 'Acme Inc',
-     *     domain: 'acme.com'
-     *   },
-     *   checkoutSessionId: 'cs_test_xxx' // From Stripe callback
+     *   label: 'Chatarmin CX',
+     *   hints: { companyName: 'Acme Inc' },
+     *   contactEmail: 'admin@acme.com',
+     *   contactName: 'Jane Doe',
+     *   tierCode: 'free',
      * })
      *
-     * // result.billingStatus.claimed = true
+     * // result.billingStatus.tierApplied === true (no Stripe on signup path)
      * ```
      *
-     * @example Scenario 2: Free tier signup
+     * @example Scenario 1: User completed Stripe checkout
      * ```typescript
      * const result = await os.onboard({
      *   externalOrgId: 'org_abc123',
@@ -897,15 +849,13 @@ export declare class ChatarminOS {
      *     companyName: 'Acme Inc',
      *     domain: 'acme.com'
      *   },
-     *   tierCode: 'free',
-     *   contactEmail: 'admin@acme.com',
-     *   contactName: 'John Doe'
+     *   checkoutSessionId: 'cs_test_xxx' // From Stripe callback
      * })
      *
-     * // result.billingStatus.tierApplied = true
+     * // result.billingStatus.claimed = true
      * ```
      *
-     * @example Scenario 3: You create Stripe subscription
+     * @example Scenario 2: You create Stripe subscription
      * ```typescript
      * // First, get tier prices
      * const tier = await os.tiers.get('pro')

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package/dist/index.js

@@ -5,6 +5,7 @@ import { createChannelsClient, } from "./channels/index.js";
 import { createBillingClient } from "./billing/index.js";
 import { createFeaturesClient } from "./features/index.js";
 import { webhooks } from "./webhooks/index.js";
+import { runOnboardFlow } from "./onboard-flow.js";
 export { webhooks, constructProductWebhookEvent, generateTestWebhookHeaders, OsWebhookSignatureVerificationError, WEBHOOK_ID_HEADER, WEBHOOK_SIGNATURE_HEADER, WEBHOOK_TIMESTAMP_HEADER, } from "./webhooks/index.js";
 const INSPECT_SYMBOL = Symbol.for("nodejs.util.inspect.custom");
 export class ChatarminOSError extends Error {
@@ -302,6 +303,14 @@ export class ChatarminOS {
              * ```
              */
             list: (companyId, primaryOnly = false) => call("contacts.list", () => client.contacts.listForCompany.query({ companyId, primaryOnly })),
+            /**
+             * Update a contact linked to a company. Identify it by `contactId` or `email`.
+             */
+            update: (input) => call("contacts.update", () => client.contacts.updateForCompany.mutate(input)),
+            /**
+             * Remove a contact from a company. The person is deleted only when no other company uses them.
+             */
+            unlink: (input) => call("contacts.unlink", () => client.contacts.unlinkFromCompany.mutate(input)),
         };
     }
     // ==========================================================================
@@ -663,39 +672,33 @@ export class ChatarminOS {
     // Onboarding
     // ==========================================================================
     /**
-     * Complete onboarding flow in a single call.
-     *
-     * This is the recommended way to onboard new customers. It handles:
-     * 1. Smart company matching/creation
-     * 2. Product linking
-     * 3. Subscription claiming/linking
-     * 4. Tier feature application
+     * Create or link a company for your product (fast, non-blocking).
      *
-     * **Scenarios:**
+     * Handles company matching/creation, product linking, and free-tier billing setup
+     * (billing profile, subscription, feature access) when `tierCode: 'free'`.
+     * Paid tiers can use `companies.setupOnboardBilling()` after onboard or inline Stripe IDs.
+     * Pass `checkoutSessionId` or `stripeSubscriptionId` to claim/link Stripe inline.
      *
-     * 1. **Stripe Checkout completed** - Pass `checkoutSessionId`
-     * 2. **Free signup** - Pass `tierCode` only
-     * 3. **You create Stripe subscription** - Pass `stripeSubscriptionId` + `tierCode`
+     * Billing failures never throw after the company exists; `billingStatus.error` is set instead.
      *
      * @param input - Onboarding parameters
-     * @returns Result with company info and billing status
+     * @returns Result with company info and optional billing status
      *
-     * @example Scenario 1: User completed Stripe checkout
+     * @example CX free signup
      * ```typescript
      * const result = await os.onboard({
      *   externalOrgId: 'org_abc123',
-     *   label: 'My Product',
-     *   hints: {
-     *     companyName: 'Acme Inc',
-     *     domain: 'acme.com'
-     *   },
-     *   checkoutSessionId: 'cs_test_xxx' // From Stripe callback
+     *   label: 'Chatarmin CX',
+     *   hints: { companyName: 'Acme Inc' },
+     *   contactEmail: 'admin@acme.com',
+     *   contactName: 'Jane Doe',
+     *   tierCode: 'free',
      * })
      *
-     * // result.billingStatus.claimed = true
+     * // result.billingStatus.tierApplied === true (no Stripe on signup path)
      * ```
      *
-     * @example Scenario 2: Free tier signup
+     * @example Scenario 1: User completed Stripe checkout
      * ```typescript
      * const result = await os.onboard({
      *   externalOrgId: 'org_abc123',
@@ -704,15 +707,13 @@ export class ChatarminOS {
      *     companyName: 'Acme Inc',
      *     domain: 'acme.com'
      *   },
-     *   tierCode: 'free',
-     *   contactEmail: 'admin@acme.com',
-     *   contactName: 'John Doe'
+     *   checkoutSessionId: 'cs_test_xxx' // From Stripe callback
      * })
      *
-     * // result.billingStatus.tierApplied = true
+     * // result.billingStatus.claimed = true
      * ```
      *
-     * @example Scenario 3: You create Stripe subscription
+     * @example Scenario 2: You create Stripe subscription
      * ```typescript
      * // First, get tier prices
      * const tier = await os.tiers.get('pro')
@@ -753,81 +754,13 @@ export class ChatarminOS {
      * ```
      */
     async onboard(input) {
-        let companyId;
-        let companyName;
-        let linkStatus;
-        const existing = await this.companies.get({
-            externalOrgId: input.externalOrgId,
+        return runOnboardFlow({
+            client: this.client,
+            billing: this.billing,
+            call: this.call.bind(this),
+            companies: this.companies,
+            input,
         });
-        if (existing) {
-            companyId = existing.id;
-            companyName = existing.name;
-            linkStatus = "already_linked";
-        }
-        else {
-            const newCompany = await this.companies.create({
-                name: input.hints?.companyName ?? `Company ${input.externalOrgId}`,
-                domain: input.hints?.domain,
-                externalOrgId: input.externalOrgId,
-                label: input.label,
-                contactEmail: input.contactEmail,
-                contactName: input.contactName,
-                createdAt: input.createdAt,
-            });
-            companyId = newCompany.id;
-            companyName = newCompany.name;
-            linkStatus = "created";
-        }
-        // Step 2: Handle billing (non-fatal - don't block company linking)
-        let billingStatus;
-        try {
-            if (input.checkoutSessionId) {
-                // Claim subscription from checkout
-                const claimResult = await this.billing.claimCheckout({
-                    companyId,
-                    checkoutSessionId: input.checkoutSessionId,
-                });
-                billingStatus = {
-                    subscriptionId: claimResult.subscriptionId,
-                    claimed: !claimResult.alreadyClaimed,
-                };
-            }
-            else if (input.stripeSubscriptionId) {
-                // Link existing subscription
-                const linkResult = await this.billing.linkSubscription({
-                    companyId,
-                    stripeSubscriptionId: input.stripeSubscriptionId,
-                    stripeCustomerId: input.stripeCustomerId,
-                    tierCode: input.tierCode,
-                });
-                billingStatus = {
-                    subscriptionId: linkResult.subscriptionId,
-                    linked: !linkResult.alreadyLinked,
-                    tierApplied: linkResult.tierApplied,
-                };
-            }
-            else if (input.tierCode) {
-                // Just apply tier features (no Stripe)
-                const applyResult = await this.tiers.apply(input.tierCode, {
-                    companyId,
-                });
-                billingStatus = {
-                    tierApplied: applyResult.featuresApplied > 0,
-                };
-            }
-        }
-        catch (err) {
-            // Billing failed but company is still linked - capture error
-            billingStatus = {
-                error: err instanceof Error ? err.message : String(err),
-            };
-        }
-        return {
-            companyId,
-            companyName,
-            linkStatus,
-            billingStatus,
-        };
     }
 }
 // Default export

package/dist/onboard-flow.d.ts

@@ -0,0 +1,74 @@
+import type { createTRPCClient } from '@trpc/client';
+import type { AppRouter } from '@chatarmin/api/trpc-types';
+import type { OnboardInput, OnboardResult } from './onboard-types.js';
+type SdkClient = ReturnType<typeof createTRPCClient<AppRouter>>;
+type BillingClient = {
+    claimCheckout: (input: {
+        companyId: string;
+        checkoutSessionId: string;
+        externalOrgId?: string;
+        productLinkId?: string;
+    }) => Promise<{
+        subscriptionId: string;
+        alreadyClaimed?: boolean;
+    }>;
+    linkSubscription: (input: {
+        companyId: string;
+        stripeSubscriptionId: string;
+        stripeCustomerId?: string;
+        tierCode?: string;
+        externalOrgId?: string;
+        productLinkId?: string;
+    }) => Promise<{
+        subscriptionId: string;
+        alreadyLinked?: boolean;
+        tierApplied?: boolean;
+        featuresApplied?: number;
+    }>;
+};
+type CompaniesClient = {
+    setupOnboardBilling: (input: {
+        companyId: string;
+        externalOrgId?: string;
+        tierCode?: string;
+        name: string;
+        email?: string;
+        currency?: string;
+        trialPeriodDays?: number | null;
+    }) => Promise<{
+        billingProfileId?: string;
+        stripeCustomerId?: string;
+        subscriptionId?: string;
+        tierCode: string;
+        featuresApplied: number;
+        subscriptionCreated: boolean;
+    }>;
+};
+export declare function runOnboardFlow(params: {
+    client: SdkClient;
+    billing: BillingClient;
+    companies: CompaniesClient & {
+        get: (input: {
+            externalOrgId: string;
+        }) => Promise<{
+            id: string;
+            name: string;
+        } | null>;
+        create: (input: {
+            name: string;
+            domain?: string;
+            externalOrgId: string;
+            label: string;
+            contactEmail?: string;
+            contactName?: string;
+            createdAt?: string;
+        }) => Promise<{
+            id: string;
+            name: string;
+        }>;
+    };
+    call: <T>(operation: string, action: () => Promise<T>) => Promise<T>;
+    input: OnboardInput;
+}): Promise<OnboardResult>;
+export {};
+//# sourceMappingURL=onboard-flow.d.ts.map

package/dist/onboard-flow.d.ts.map

@@ -0,0 +1 @@
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package/dist/onboard-flow.js

@@ -0,0 +1,118 @@
+function isFreeSignupTier(tierCode) {
+    return tierCode === 'free';
+}
+export async function runOnboardFlow(params) {
+    let companyId;
+    let companyName;
+    let linkStatus;
+    const existing = await params.companies.get({
+        externalOrgId: params.input.externalOrgId,
+    });
+    if (existing) {
+        companyId = existing.id;
+        companyName = existing.name;
+        linkStatus = 'already_linked';
+    }
+    else {
+        const newCompany = await params.companies.create({
+            name: params.input.hints?.companyName ?? `Company ${params.input.externalOrgId}`,
+            domain: params.input.hints?.domain,
+            externalOrgId: params.input.externalOrgId,
+            label: params.input.label,
+            contactEmail: params.input.contactEmail,
+            contactName: params.input.contactName,
+            createdAt: params.input.createdAt,
+        });
+        companyId = newCompany.id;
+        companyName = newCompany.name;
+        linkStatus = 'created';
+    }
+    const hasExplicitBilling = Boolean(params.input.checkoutSessionId) || Boolean(params.input.stripeSubscriptionId);
+    if (hasExplicitBilling) {
+        let billingStatus;
+        try {
+            if (params.input.checkoutSessionId) {
+                const claimResult = await params.billing.claimCheckout({
+                    companyId,
+                    checkoutSessionId: params.input.checkoutSessionId,
+                    externalOrgId: params.input.externalOrgId,
+                });
+                billingStatus = {
+                    subscriptionId: claimResult.subscriptionId,
+                    claimed: !claimResult.alreadyClaimed,
+                };
+            }
+            else {
+                const linkResult = await params.billing.linkSubscription({
+                    companyId,
+                    stripeSubscriptionId: params.input.stripeSubscriptionId,
+                    stripeCustomerId: params.input.stripeCustomerId,
+                    tierCode: params.input.tierCode,
+                    externalOrgId: params.input.externalOrgId,
+                });
+                billingStatus = {
+                    subscriptionId: linkResult.subscriptionId,
+                    linked: !linkResult.alreadyLinked,
+                    tierApplied: linkResult.tierApplied,
+                    featuresApplied: linkResult.featuresApplied,
+                    tierCode: params.input.tierCode,
+                };
+            }
+        }
+        catch (err) {
+            billingStatus = {
+                error: err instanceof Error ? err.message : String(err),
+            };
+        }
+        return {
+            companyId,
+            companyName,
+            linkStatus,
+            billingStatus,
+        };
+    }
+    if (isFreeSignupTier(params.input.tierCode) && linkStatus === 'created') {
+        try {
+            const setupResult = await params.companies.setupOnboardBilling({
+                companyId,
+                externalOrgId: params.input.externalOrgId,
+                tierCode: params.input.tierCode,
+                name: params.input.billing?.name ??
+                    params.input.hints?.companyName ??
+                    companyName,
+                email: params.input.billing?.email ?? params.input.contactEmail,
+                currency: params.input.billing?.currency,
+                trialPeriodDays: params.input.billing?.trialPeriodDays,
+            });
+            return {
+                companyId,
+                companyName,
+                linkStatus,
+                billingStatus: {
+                    billingProfileId: setupResult.billingProfileId,
+                    stripeCustomerId: setupResult.stripeCustomerId,
+                    subscriptionId: setupResult.subscriptionId,
+                    tierApplied: setupResult.featuresApplied > 0,
+                    featuresApplied: setupResult.featuresApplied,
+                    tierCode: setupResult.tierCode,
+                    subscriptionCreated: setupResult.subscriptionCreated,
+                },
+            };
+        }
+        catch (err) {
+            return {
+                companyId,
+                companyName,
+                linkStatus,
+                billingStatus: {
+                    error: err instanceof Error ? err.message : String(err),
+                },
+            };
+        }
+    }
+    return {
+        companyId,
+        companyName,
+        linkStatus,
+    };
+}