@contractspec/example.crm-pipeline 1.46.1 → 1.48.0

package/src/handlers/crm.handlers.ts

@@ -0,0 +1,415 @@
+/**
+ * Runtime-local CRM handlers
+ *
+ * These handlers work with the in-browser SQLite database
+ * instead of in-memory mock arrays.
+ */
+import type { DatabasePort, DbRow } from '@contractspec/lib.runtime-sandbox';
+/* eslint-disable @typescript-eslint/no-non-null-assertion */
+import { web } from '@contractspec/lib.runtime-sandbox';
+const { generateId } = web;
+
+// ============ Types ============
+
+export interface Deal {
+  id: string;
+  projectId: string;
+  name: string;
+  value: number;
+  currency: string;
+  pipelineId: string;
+  stageId: string;
+  status: 'OPEN' | 'WON' | 'LOST' | 'STALE';
+  contactId?: string;
+  companyId?: string;
+  ownerId: string;
+  expectedCloseDate?: Date;
+  wonSource?: string;
+  lostReason?: string;
+  notes?: string;
+  createdAt: Date;
+  updatedAt: Date;
+}
+
+export interface Stage {
+  id: string;
+  pipelineId: string;
+  name: string;
+  position: number;
+}
+
+export interface CreateDealInput {
+  name: string;
+  value: number;
+  currency?: string;
+  pipelineId: string;
+  stageId: string;
+  contactId?: string;
+  companyId?: string;
+  expectedCloseDate?: Date;
+}
+
+export interface MoveDealInput {
+  dealId: string;
+  stageId: string;
+}
+
+export interface WinDealInput {
+  dealId: string;
+  wonSource?: string;
+  notes?: string;
+}
+
+export interface LoseDealInput {
+  dealId: string;
+  lostReason: string;
+  notes?: string;
+}
+
+export interface ListDealsInput {
+  projectId: string;
+  pipelineId?: string;
+  stageId?: string;
+  status?: 'OPEN' | 'WON' | 'LOST' | 'all';
+  ownerId?: string;
+  search?: string;
+  limit?: number;
+  offset?: number;
+}
+
+export interface ListDealsOutput {
+  deals: Deal[];
+  total: number;
+  totalValue: number;
+}
+
+// ============ Row Type ============
+
+// Note: We don't use DbRow generics here - just cast the results
+// to the expected types since we know the schema
+
+interface DealRow {
+  id: string;
+  projectId: string;
+  name: string;
+  value: number;
+  currency: string;
+  pipelineId: string;
+  stageId: string;
+  status: string;
+  contactId: string | null;
+  companyId: string | null;
+  ownerId: string;
+  expectedCloseDate: string | null;
+  wonSource: string | null;
+  lostReason: string | null;
+  notes: string | null;
+  createdAt: string;
+  updatedAt: string;
+}
+
+interface StageRow {
+  id: string;
+  pipelineId: string;
+  name: string;
+  position: number;
+}
+
+function rowToDeal(row: DealRow): Deal {
+  return {
+    id: row.id,
+    projectId: row.projectId,
+    name: row.name,
+    value: row.value,
+    currency: row.currency,
+    pipelineId: row.pipelineId,
+    stageId: row.stageId,
+    status: row.status as Deal['status'],
+    contactId: row.contactId ?? undefined,
+    companyId: row.companyId ?? undefined,
+    ownerId: row.ownerId,
+    expectedCloseDate: row.expectedCloseDate
+      ? new Date(row.expectedCloseDate)
+      : undefined,
+    wonSource: row.wonSource ?? undefined,
+    lostReason: row.lostReason ?? undefined,
+    notes: row.notes ?? undefined,
+    createdAt: new Date(row.createdAt),
+    updatedAt: new Date(row.updatedAt),
+  };
+}
+
+// ============ Handler Factory ============
+
+export function createCrmHandlers(db: DatabasePort) {
+  /**
+   * List deals with filtering
+   */
+  async function listDeals(input: ListDealsInput): Promise<ListDealsOutput> {
+    const {
+      projectId,
+      pipelineId,
+      stageId,
+      status,
+      ownerId,
+      search,
+      limit = 20,
+      offset = 0,
+    } = input;
+
+    let whereClause = 'WHERE projectId = ?';
+    const params: (string | number)[] = [projectId];
+
+    if (pipelineId) {
+      whereClause += ' AND pipelineId = ?';
+      params.push(pipelineId);
+    }
+
+    if (stageId) {
+      whereClause += ' AND stageId = ?';
+      params.push(stageId);
+    }
+
+    if (status && status !== 'all') {
+      whereClause += ' AND status = ?';
+      params.push(status);
+    }
+
+    if (ownerId) {
+      whereClause += ' AND ownerId = ?';
+      params.push(ownerId);
+    }
+
+    if (search) {
+      whereClause += ' AND name LIKE ?';
+      params.push(`%${search}%`);
+    }
+
+    // Get total count
+    const countResult = (
+      await db.query(
+        `SELECT COUNT(*) as count FROM crm_deal ${whereClause}`,
+        params
+      )
+    ).rows as DbRow[];
+    const total = (countResult[0]?.count as number) ?? 0;
+
+    // Get total value
+    const valueResult = (
+      await db.query(
+        `SELECT COALESCE(SUM(value), 0) as total FROM crm_deal ${whereClause}`,
+        params
+      )
+    ).rows as DbRow[];
+    const totalValue = (valueResult[0]?.total as number) ?? 0;
+
+    // Get paginated deals
+    const dealRows = (
+      await db.query(
+        `SELECT * FROM crm_deal ${whereClause} ORDER BY value DESC LIMIT ? OFFSET ?`,
+        [...params, limit, offset]
+      )
+    ).rows as unknown as DealRow[];
+
+    return {
+      deals: dealRows.map(rowToDeal),
+      total,
+      totalValue,
+    };
+  }
+
+  /**
+   * Create a new deal
+   */
+  async function createDeal(
+    input: CreateDealInput,
+    context: { projectId: string; ownerId: string }
+  ): Promise<Deal> {
+    const id = generateId('deal');
+    const now = new Date().toISOString();
+
+    await db.execute(
+      `INSERT INTO crm_deal (id, projectId, pipelineId, stageId, name, value, currency, status, contactId, companyId, ownerId, expectedCloseDate, createdAt, updatedAt)
+       VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
+      [
+        id,
+        context.projectId,
+        input.pipelineId,
+        input.stageId,
+        input.name,
+        input.value,
+        input.currency ?? 'USD',
+        'OPEN',
+        input.contactId ?? null,
+        input.companyId ?? null,
+        context.ownerId,
+        input.expectedCloseDate?.toISOString() ?? null,
+        now,
+        now,
+      ]
+    );
+
+    const rows = (await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [id]))
+      .rows as unknown as DealRow[];
+
+    if (!rows[0]) {
+      throw new Error('Failed to create deal');
+    }
+
+    return rowToDeal(rows[0]);
+  }
+
+  /**
+   * Move a deal to a different stage
+   */
+  async function moveDeal(input: MoveDealInput): Promise<Deal> {
+    const now = new Date().toISOString();
+
+    // Verify deal exists
+    const existing = (
+      await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])
+    ).rows as unknown as DealRow[];
+
+    if (!existing[0]) {
+      throw new Error('NOT_FOUND');
+    }
+
+    // Verify stage exists
+    const stage = (
+      await db.query(`SELECT * FROM crm_stage WHERE id = ?`, [input.stageId])
+    ).rows as unknown as StageRow[];
+
+    if (!stage[0]) {
+      throw new Error('INVALID_STAGE');
+    }
+
+    await db.execute(
+      `UPDATE crm_deal SET stageId = ?, updatedAt = ? WHERE id = ?`,
+      [input.stageId, now, input.dealId]
+    );
+
+    const rows = (
+      await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])
+    ).rows as unknown as DealRow[];
+
+    return rowToDeal(rows[0]!);
+  }
+
+  /**
+   * Mark a deal as won
+   */
+  async function winDeal(input: WinDealInput): Promise<Deal> {
+    const now = new Date().toISOString();
+
+    // Verify deal exists
+    const existing = (
+      await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])
+    ).rows as unknown as DealRow[];
+
+    if (!existing[0]) {
+      throw new Error('NOT_FOUND');
+    }
+
+    await db.execute(
+      `UPDATE crm_deal SET status = 'WON', wonSource = ?, notes = ?, updatedAt = ? WHERE id = ?`,
+      [input.wonSource ?? null, input.notes ?? null, now, input.dealId]
+    );
+
+    const rows = (
+      await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])
+    ).rows as unknown as DealRow[];
+
+    return rowToDeal(rows[0]!);
+  }
+
+  /**
+   * Mark a deal as lost
+   */
+  async function loseDeal(input: LoseDealInput): Promise<Deal> {
+    const now = new Date().toISOString();
+
+    // Verify deal exists
+    const existing = (
+      await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])
+    ).rows as unknown as DealRow[];
+
+    if (!existing[0]) {
+      throw new Error('NOT_FOUND');
+    }
+
+    await db.execute(
+      `UPDATE crm_deal SET status = 'LOST', lostReason = ?, notes = ?, updatedAt = ? WHERE id = ?`,
+      [input.lostReason, input.notes ?? null, now, input.dealId]
+    );
+
+    const rows = (
+      await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])
+    ).rows as unknown as DealRow[];
+
+    return rowToDeal(rows[0]!);
+  }
+
+  /**
+   * Get deals grouped by stage
+   */
+  async function getDealsByStage(input: {
+    projectId: string;
+    pipelineId: string;
+  }): Promise<Record<string, Deal[]>> {
+    const deals = (
+      await db.query(
+        `SELECT * FROM crm_deal WHERE projectId = ? AND pipelineId = ? AND status = 'OPEN' ORDER BY value DESC`,
+        [input.projectId, input.pipelineId]
+      )
+    ).rows as unknown as DealRow[];
+
+    const stages = (
+      await db.query(
+        `SELECT * FROM crm_stage WHERE pipelineId = ? ORDER BY position`,
+        [input.pipelineId]
+      )
+    ).rows as unknown as StageRow[];
+
+    const grouped: Record<string, Deal[]> = {};
+    for (const stage of stages) {
+      grouped[stage.id] = deals
+        .filter((d) => d.stageId === stage.id)
+        .map(rowToDeal);
+    }
+
+    return grouped;
+  }
+
+  /**
+   * Get pipeline stages
+   */
+  async function getPipelineStages(input: {
+    pipelineId: string;
+  }): Promise<Stage[]> {
+    const rows = (
+      await db.query(
+        `SELECT * FROM crm_stage WHERE pipelineId = ? ORDER BY position`,
+        [input.pipelineId]
+      )
+    ).rows as unknown as StageRow[];
+
+    return rows.map((row) => ({
+      id: row.id,
+      pipelineId: row.pipelineId,
+      name: row.name,
+      position: row.position,
+    }));
+  }
+
+  return {
+    listDeals,
+    createDeal,
+    moveDeal,
+    winDeal,
+    loseDeal,
+    getDealsByStage,
+    getPipelineStages,
+  };
+}
+
+export type CrmHandlers = ReturnType<typeof createCrmHandlers>;

package/src/handlers/index.ts

@@ -25,3 +25,6 @@ export {
   type ListDealsInput,
   type ListDealsOutput,
 } from './deal.handlers';
+
+// Runtime handlers (PGLite)
+export * from './crm.handlers';

package/src/index.ts

@@ -6,6 +6,7 @@ export * from './operations';
 export * from './events';
 export * from './handlers';
 export * from './presentations';
+export * from './ui';
 export * from './crm-pipeline.feature';
 export { default as example } from './example';
 import './docs';

package/src/presentations/dashboard.presentation.ts

@@ -1,13 +1,12 @@
 /**
  * CRM Dashboard Presentation Descriptor
  */
-import type { PresentationSpec } from '@contractspec/lib.contracts';
-import { StabilityEnum } from '@contractspec/lib.contracts';
+import { definePresentation, StabilityEnum } from '@contractspec/lib.contracts';
 
 /**
  * Main CRM dashboard presentation.
  */
-export const CrmDashboardPresentation: PresentationSpec = {
+export const CrmDashboardPresentation = definePresentation({
   meta: {
     key: 'crm.dashboard',
     version: '1.0.0',
@@ -30,12 +29,12 @@ export const CrmDashboardPresentation: PresentationSpec = {
   policy: {
     flags: ['crm.enabled'],
   },
-};
+});
 
 /**
  * Pipeline metrics presentation.
  */
-export const PipelineMetricsPresentation: PresentationSpec = {
+export const PipelineMetricsPresentation = definePresentation({
   meta: {
     key: 'crm.pipeline.metrics',
     version: '1.0.0',
@@ -57,4 +56,4 @@ export const PipelineMetricsPresentation: PresentationSpec = {
   policy: {
     flags: ['crm.metrics.enabled'],
   },
-};
+});

package/src/presentations/pipeline.presentation.ts

@@ -1,14 +1,13 @@
 /**
  * Pipeline Presentation Descriptors
  */
-import type { PresentationSpec } from '@contractspec/lib.contracts';
-import { StabilityEnum } from '@contractspec/lib.contracts';
+import { definePresentation, StabilityEnum } from '@contractspec/lib.contracts';
 import { DealModel } from '../deal/deal.schema';
 
 /**
  * Kanban board presentation for the sales pipeline.
  */
-export const PipelineKanbanPresentation: PresentationSpec = {
+export const PipelineKanbanPresentation = definePresentation({
   meta: {
     key: 'crm.pipeline.kanban',
     version: '1.0.0',
@@ -31,12 +30,12 @@ export const PipelineKanbanPresentation: PresentationSpec = {
   policy: {
     flags: ['crm.pipeline.enabled'],
   },
-};
+});
 
 /**
  * List view of deals with filtering.
  */
-export const DealListPresentation: PresentationSpec = {
+export const DealListPresentation = definePresentation({
   meta: {
     key: 'crm.deal.list',
     version: '1.0.0',
@@ -59,12 +58,12 @@ export const DealListPresentation: PresentationSpec = {
   policy: {
     flags: ['crm.deals.enabled'],
   },
-};
+});
 
 /**
  * Deal detail presentation.
  */
-export const DealDetailPresentation: PresentationSpec = {
+export const DealDetailPresentation = definePresentation({
   meta: {
     key: 'crm.deal.detail',
     version: '1.0.0',
@@ -87,12 +86,12 @@ export const DealDetailPresentation: PresentationSpec = {
   policy: {
     flags: ['crm.deals.enabled'],
   },
-};
+});
 
 /**
  * Deal card for kanban board.
  */
-export const DealCardPresentation: PresentationSpec = {
+export const DealCardPresentation = definePresentation({
   meta: {
     key: 'crm.deal.card',
     version: '1.0.0',
@@ -115,4 +114,4 @@ export const DealCardPresentation: PresentationSpec = {
   policy: {
     flags: ['crm.deals.enabled'],
   },
-};
+});

package/src/seeders/index.ts

@@ -0,0 +1,35 @@
+import type { DatabasePort } from '@contractspec/lib.runtime-sandbox';
+
+export async function seedCrmPipeline(params: {
+  projectId: string;
+  db: DatabasePort;
+}) {
+  const { projectId, db } = params;
+
+  const existing = await db.query(
+    `SELECT COUNT(*) as count FROM crm_pipeline WHERE "projectId" = $1`,
+    [projectId]
+  );
+  if ((existing.rows[0]?.count as number) > 0) return;
+
+  const pipelineId = 'pipeline_sales';
+  await db.execute(
+    `INSERT INTO crm_pipeline (id, "projectId", name) VALUES ($1, $2, $3)`,
+    [pipelineId, projectId, 'Sales Pipeline']
+  );
+
+  const stages = [
+    { id: 'stage_lead', name: 'Lead', position: 1 },
+    { id: 'stage_contact', name: 'Contact Made', position: 2 },
+    { id: 'stage_proposal', name: 'Proposal', position: 3 },
+    { id: 'stage_negotiation', name: 'Negotiation', position: 4 },
+    { id: 'stage_closed', name: 'Closed', position: 5 },
+  ];
+
+  for (const stage of stages) {
+    await db.execute(
+      `INSERT INTO crm_stage (id, "pipelineId", name, position) VALUES ($1, $2, $3, $4)`,
+      [stage.id, pipelineId, stage.name, stage.position]
+    );
+  }
+}

package/src/shared/overlay-types.ts

@@ -0,0 +1,39 @@
+export interface OverlayDefinition {
+  overlayId: string;
+  version: string;
+  description: string;
+  appliesTo: Record<string, string>;
+  modifications: OverlayModification[];
+}
+
+export type OverlayModification =
+  | HideFieldModification
+  | RenameLabelModification
+  | AddBadgeModification
+  | SetLimitModification;
+
+export interface HideFieldModification {
+  type: 'hideField';
+  field: string;
+  reason?: string;
+}
+
+export interface RenameLabelModification {
+  type: 'renameLabel';
+  field: string;
+  newLabel: string;
+}
+
+export interface AddBadgeModification {
+  type: 'addBadge';
+  position: 'header' | 'footer';
+  label: string;
+  variant: 'warning' | 'info' | 'error' | 'success' | 'default';
+}
+
+export interface SetLimitModification {
+  type: 'setLimit';
+  field: string;
+  max: number;
+  message: string;
+}