@elevasis/core 0.23.0 → 0.24.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (241) hide show
  1. package/dist/index.d.ts +1326 -552
  2. package/dist/index.js +869 -154
  3. package/dist/knowledge/index.d.ts +487 -209
  4. package/dist/knowledge/index.js +104 -1
  5. package/dist/organization-model/index.d.ts +1326 -552
  6. package/dist/organization-model/index.js +869 -154
  7. package/dist/test-utils/index.d.ts +357 -72
  8. package/dist/test-utils/index.js +795 -142
  9. package/package.json +5 -5
  10. package/src/README.md +14 -14
  11. package/src/__tests__/publish.test.ts +24 -24
  12. package/src/__tests__/template-core-compatibility.test.ts +9 -12
  13. package/src/_gen/__tests__/__snapshots__/contracts.md.snap +2102 -2096
  14. package/src/_gen/__tests__/scaffold-contracts.test.ts +30 -30
  15. package/src/auth/multi-tenancy/credentials/__tests__/encryption.test.ts +217 -217
  16. package/src/auth/multi-tenancy/credentials/server/encryption.ts +69 -69
  17. package/src/auth/multi-tenancy/credentials/server/kek-loader.ts +37 -37
  18. package/src/auth/multi-tenancy/index.ts +26 -26
  19. package/src/auth/multi-tenancy/invitations/api-schemas.ts +104 -104
  20. package/src/auth/multi-tenancy/memberships/api-schemas.ts +143 -143
  21. package/src/auth/multi-tenancy/memberships/index.ts +26 -26
  22. package/src/auth/multi-tenancy/memberships/membership.ts +130 -130
  23. package/src/auth/multi-tenancy/organizations/__tests__/api-schemas.test.ts +194 -194
  24. package/src/auth/multi-tenancy/organizations/api-schemas.ts +136 -136
  25. package/src/auth/multi-tenancy/permissions.test.ts +42 -42
  26. package/src/auth/multi-tenancy/permissions.ts +123 -123
  27. package/src/auth/multi-tenancy/role-management/api-schemas.ts +78 -78
  28. package/src/auth/multi-tenancy/role-management/index.ts +16 -16
  29. package/src/auth/multi-tenancy/theme-presets.ts +45 -45
  30. package/src/auth/multi-tenancy/types.ts +57 -57
  31. package/src/auth/multi-tenancy/users/api-schemas.ts +165 -165
  32. package/src/business/README.md +2 -2
  33. package/src/business/acquisition/activity-events.test.ts +250 -250
  34. package/src/business/acquisition/activity-events.ts +93 -93
  35. package/src/business/acquisition/api-schemas.test.ts +1883 -1843
  36. package/src/business/acquisition/api-schemas.ts +1492 -1497
  37. package/src/business/acquisition/build-templates.test.ts +240 -240
  38. package/src/business/acquisition/build-templates.ts +98 -98
  39. package/src/business/acquisition/crm-next-action.test.ts +262 -262
  40. package/src/business/acquisition/crm-next-action.ts +220 -220
  41. package/src/business/acquisition/crm-priority.test.ts +216 -216
  42. package/src/business/acquisition/crm-priority.ts +349 -349
  43. package/src/business/acquisition/crm-state-actions.test.ts +153 -153
  44. package/src/business/acquisition/deal-ownership.test.ts +351 -351
  45. package/src/business/acquisition/deal-ownership.ts +120 -120
  46. package/src/business/acquisition/derive-actions.test.ts +129 -104
  47. package/src/business/acquisition/derive-actions.ts +74 -84
  48. package/src/business/acquisition/index.ts +171 -170
  49. package/src/business/acquisition/ontology-validation.ts +309 -0
  50. package/src/business/acquisition/stateful.ts +30 -30
  51. package/src/business/acquisition/types.ts +396 -396
  52. package/src/business/clients/api-schemas.test.ts +115 -115
  53. package/src/business/clients/api-schemas.ts +158 -158
  54. package/src/business/clients/index.ts +1 -1
  55. package/src/business/crm/api-schemas.ts +40 -40
  56. package/src/business/crm/index.ts +1 -1
  57. package/src/business/deals/api-schemas.ts +87 -87
  58. package/src/business/deals/index.ts +1 -1
  59. package/src/business/index.ts +5 -5
  60. package/src/business/projects/types.ts +144 -144
  61. package/src/commands/queue/types/task.ts +15 -15
  62. package/src/execution/core/runner-types.ts +61 -61
  63. package/src/execution/core/sse-executions.ts +7 -7
  64. package/src/execution/engine/__tests__/fixtures/test-agents.ts +10 -10
  65. package/src/execution/engine/agent/core/__tests__/agent.test.ts +16 -16
  66. package/src/execution/engine/agent/core/__tests__/error-passthrough.test.ts +4 -4
  67. package/src/execution/engine/agent/core/types.ts +25 -25
  68. package/src/execution/engine/agent/index.ts +6 -6
  69. package/src/execution/engine/agent/reasoning/__tests__/request-builder.test.ts +24 -24
  70. package/src/execution/engine/index.ts +443 -443
  71. package/src/execution/engine/tools/integration/server/adapters/apify/__tests__/apify-run-actor.integration.test.ts +298 -298
  72. package/src/execution/engine/tools/integration/server/adapters/apify/apify-adapter.test.ts +55 -55
  73. package/src/execution/engine/tools/integration/server/adapters/apify/apify-adapter.ts +107 -107
  74. package/src/execution/engine/tools/integration/server/adapters/apollo/apollo-adapter.test.ts +48 -48
  75. package/src/execution/engine/tools/integration/server/adapters/apollo/apollo-adapter.ts +99 -99
  76. package/src/execution/engine/tools/integration/server/adapters/apollo/index.ts +1 -1
  77. package/src/execution/engine/tools/integration/server/adapters/attio/__tests__/attio-crud.integration.test.ts +363 -363
  78. package/src/execution/engine/tools/integration/server/adapters/attio/fetch/get-record/index.test.ts +162 -162
  79. package/src/execution/engine/tools/integration/server/adapters/attio/fetch/list-records/index.test.ts +316 -316
  80. package/src/execution/engine/tools/integration/server/adapters/clickup/clickup-adapter.test.ts +18 -18
  81. package/src/execution/engine/tools/integration/server/adapters/clickup/clickup-adapter.ts +194 -194
  82. package/src/execution/engine/tools/integration/server/adapters/clickup/index.ts +7 -7
  83. package/src/execution/engine/tools/integration/server/adapters/gmail/gmail-adapter.ts +204 -204
  84. package/src/execution/engine/tools/integration/server/adapters/gmail/gmail-tools.ts +105 -105
  85. package/src/execution/engine/tools/integration/server/adapters/google-calendar/google-calendar-adapter.ts +428 -428
  86. package/src/execution/engine/tools/integration/server/adapters/google-calendar/index.ts +2 -2
  87. package/src/execution/engine/tools/integration/server/adapters/google-sheets/__tests__/google-sheets.integration.test.ts +261 -261
  88. package/src/execution/engine/tools/integration/server/adapters/instantly/instantly-tools.ts +1474 -1474
  89. package/src/execution/engine/tools/integration/server/adapters/millionverifier/millionverifier-tools.ts +103 -103
  90. package/src/execution/engine/tools/integration/server/adapters/resend/fetch/send-email/index.test.ts +88 -88
  91. package/src/execution/engine/tools/integration/server/adapters/resend/fetch/send-email/index.ts +141 -141
  92. package/src/execution/engine/tools/integration/server/adapters/resend/fetch/utils/types.ts +76 -76
  93. package/src/execution/engine/tools/integration/server/adapters/signature-api/signature-api-tools.ts +182 -182
  94. package/src/execution/engine/tools/integration/server/adapters/stripe/stripe-tools.ts +310 -310
  95. package/src/execution/engine/tools/integration/service.test.ts +239 -239
  96. package/src/execution/engine/tools/integration/service.ts +172 -172
  97. package/src/execution/engine/tools/integration/tool.ts +255 -255
  98. package/src/execution/engine/tools/lead-service-types.ts +1005 -1005
  99. package/src/execution/engine/tools/messages.ts +43 -43
  100. package/src/execution/engine/tools/platform/acquisition/company-tools.ts +7 -7
  101. package/src/execution/engine/tools/platform/acquisition/contact-tools.ts +6 -6
  102. package/src/execution/engine/tools/platform/acquisition/list-tools.ts +6 -6
  103. package/src/execution/engine/tools/platform/acquisition/types.ts +280 -280
  104. package/src/execution/engine/tools/platform/email/types.ts +97 -97
  105. package/src/execution/engine/tools/registry.ts +704 -704
  106. package/src/execution/engine/tools/tool-maps.ts +831 -831
  107. package/src/execution/engine/tools/types.ts +234 -234
  108. package/src/execution/engine/workflow/types.ts +202 -202
  109. package/src/execution/external/__tests__/api-schemas.test.ts +127 -127
  110. package/src/execution/external/api-schemas.ts +40 -40
  111. package/src/execution/external/index.ts +1 -1
  112. package/src/index.ts +18 -18
  113. package/src/integrations/credentials/__tests__/api-schemas.test.ts +420 -420
  114. package/src/integrations/credentials/api-schemas.ts +146 -146
  115. package/src/integrations/credentials/schemas.ts +200 -200
  116. package/src/integrations/oauth/__tests__/provider-registry.test.ts +7 -7
  117. package/src/integrations/oauth/provider-registry.ts +74 -74
  118. package/src/integrations/oauth/server/credentials.ts +43 -43
  119. package/src/integrations/webhook-endpoints/__tests__/api-schemas.test.ts +327 -327
  120. package/src/integrations/webhook-endpoints/api-schemas.ts +103 -103
  121. package/src/integrations/webhook-endpoints/types.ts +58 -58
  122. package/src/knowledge/README.md +32 -32
  123. package/src/knowledge/__tests__/queries.test.ts +626 -535
  124. package/src/knowledge/format.ts +99 -99
  125. package/src/knowledge/index.ts +5 -5
  126. package/src/knowledge/published.ts +5 -5
  127. package/src/knowledge/queries.ts +269 -218
  128. package/src/operations/activities/api-schemas.ts +80 -80
  129. package/src/operations/activities/types.ts +64 -64
  130. package/src/organization-model/README.md +149 -149
  131. package/src/organization-model/__tests__/content-kinds-registry.test.ts +210 -210
  132. package/src/organization-model/__tests__/defaults.test.ts +168 -168
  133. package/src/organization-model/__tests__/domains/actions.test.ts +78 -56
  134. package/src/organization-model/__tests__/domains/customers.test.ts +299 -299
  135. package/src/organization-model/__tests__/domains/entities.test.ts +56 -56
  136. package/src/organization-model/__tests__/domains/goals.test.ts +493 -493
  137. package/src/organization-model/__tests__/domains/identity.test.ts +280 -280
  138. package/src/organization-model/__tests__/domains/navigation.test.ts +268 -268
  139. package/src/organization-model/__tests__/domains/offerings.test.ts +414 -414
  140. package/src/organization-model/__tests__/domains/policies.test.ts +323 -323
  141. package/src/organization-model/__tests__/domains/resource-mappings.test.ts +293 -293
  142. package/src/organization-model/__tests__/domains/resources.test.ts +382 -283
  143. package/src/organization-model/__tests__/domains/roles.test.ts +463 -463
  144. package/src/organization-model/__tests__/domains/statuses.test.ts +246 -246
  145. package/src/organization-model/__tests__/domains/systems.test.ts +209 -209
  146. package/src/organization-model/__tests__/flatten-additive-merge.test.ts +362 -361
  147. package/src/organization-model/__tests__/foundation.test.ts +77 -77
  148. package/src/organization-model/__tests__/get-resources-for-system.test.ts +144 -144
  149. package/src/organization-model/__tests__/graph.test.ts +1246 -887
  150. package/src/organization-model/__tests__/icons.test.ts +10 -1
  151. package/src/organization-model/__tests__/knowledge.test.ts +251 -15
  152. package/src/organization-model/__tests__/lookup-helpers.test.ts +438 -438
  153. package/src/organization-model/__tests__/migration-helpers.test.ts +591 -591
  154. package/src/organization-model/__tests__/prospecting-ssot.test.ts +103 -103
  155. package/src/organization-model/__tests__/recursive-system-schema.test.ts +535 -506
  156. package/src/organization-model/__tests__/resolve.test.ts +274 -164
  157. package/src/organization-model/__tests__/schema.test.ts +834 -301
  158. package/src/organization-model/__tests__/surface-projection.test.ts +284 -284
  159. package/src/organization-model/catalogs/lead-gen.ts +144 -144
  160. package/src/organization-model/content-kinds/config.ts +36 -36
  161. package/src/organization-model/content-kinds/index.ts +76 -72
  162. package/src/organization-model/content-kinds/pipeline.ts +68 -68
  163. package/src/organization-model/content-kinds/registry.ts +44 -44
  164. package/src/organization-model/content-kinds/status.ts +71 -71
  165. package/src/organization-model/content-kinds/template.ts +83 -83
  166. package/src/organization-model/content-kinds/types.ts +117 -117
  167. package/src/organization-model/contracts.ts +27 -27
  168. package/src/organization-model/defaults.ts +40 -50
  169. package/src/organization-model/domains/actions.ts +333 -239
  170. package/src/organization-model/domains/customers.ts +78 -78
  171. package/src/organization-model/domains/entities.ts +144 -144
  172. package/src/organization-model/domains/goals.ts +83 -83
  173. package/src/organization-model/domains/knowledge.ts +117 -101
  174. package/src/organization-model/domains/navigation.ts +139 -139
  175. package/src/organization-model/domains/offerings.ts +71 -71
  176. package/src/organization-model/domains/policies.ts +102 -102
  177. package/src/organization-model/domains/projects.ts +14 -14
  178. package/src/organization-model/domains/prospecting.ts +395 -395
  179. package/src/organization-model/domains/resources.ts +167 -132
  180. package/src/organization-model/domains/roles.ts +96 -96
  181. package/src/organization-model/domains/sales.test.ts +218 -218
  182. package/src/organization-model/domains/sales.ts +380 -380
  183. package/src/organization-model/domains/shared.ts +63 -63
  184. package/src/organization-model/domains/statuses.ts +339 -339
  185. package/src/organization-model/domains/systems.ts +217 -172
  186. package/src/organization-model/foundation.ts +75 -75
  187. package/src/organization-model/graph/build.ts +1016 -888
  188. package/src/organization-model/graph/index.ts +4 -4
  189. package/src/organization-model/graph/link.ts +10 -10
  190. package/src/organization-model/graph/schema.ts +76 -70
  191. package/src/organization-model/graph/types.ts +73 -67
  192. package/src/organization-model/helpers.ts +289 -241
  193. package/src/organization-model/icons.ts +78 -66
  194. package/src/organization-model/index.ts +130 -128
  195. package/src/organization-model/migration-helpers.ts +247 -244
  196. package/src/organization-model/ontology.ts +661 -0
  197. package/src/organization-model/organization-graph.mdx +110 -90
  198. package/src/organization-model/organization-model.mdx +226 -219
  199. package/src/organization-model/published.ts +289 -235
  200. package/src/organization-model/resolve.ts +146 -91
  201. package/src/organization-model/schema.ts +790 -671
  202. package/src/organization-model/surface-projection.ts +212 -212
  203. package/src/organization-model/types.ts +177 -167
  204. package/src/platform/api/types.ts +38 -38
  205. package/src/platform/constants/versions.ts +3 -3
  206. package/src/platform/index.ts +23 -23
  207. package/src/platform/registry/__tests__/command-view.test.ts +10 -10
  208. package/src/platform/registry/__tests__/resource-link.test.ts +35 -35
  209. package/src/platform/registry/__tests__/resource-registry.integration.test.ts +20 -20
  210. package/src/platform/registry/__tests__/resource-registry.nested-systems.test.ts +245 -245
  211. package/src/platform/registry/__tests__/resource-registry.test.ts +2053 -2053
  212. package/src/platform/registry/__tests__/validation.test.ts +1347 -1347
  213. package/src/platform/registry/command-view.ts +10 -10
  214. package/src/platform/registry/index.ts +103 -103
  215. package/src/platform/registry/resource-link.ts +32 -32
  216. package/src/platform/registry/resource-registry.ts +890 -890
  217. package/src/platform/registry/serialization.ts +295 -295
  218. package/src/platform/registry/serialized-types.ts +166 -166
  219. package/src/platform/registry/stats-types.ts +68 -68
  220. package/src/platform/registry/types.ts +425 -425
  221. package/src/platform/registry/validation.ts +745 -745
  222. package/src/platform/utils/__tests__/validation.test.ts +1084 -1084
  223. package/src/platform/utils/validation.ts +425 -425
  224. package/src/projects/api-schemas.test.ts +39 -39
  225. package/src/projects/api-schemas.ts +291 -291
  226. package/src/reference/_generated/contracts.md +2101 -2096
  227. package/src/reference/glossary.md +76 -76
  228. package/src/scaffold-registry/__tests__/index.test.ts +206 -206
  229. package/src/scaffold-registry/__tests__/schema.test.ts +166 -166
  230. package/src/scaffold-registry/index.ts +392 -392
  231. package/src/scaffold-registry/schema.ts +243 -243
  232. package/src/server.ts +289 -289
  233. package/src/supabase/database.types.ts +3153 -3153
  234. package/src/test-utils/README.md +37 -37
  235. package/src/test-utils/entities.ts +108 -108
  236. package/src/test-utils/fixtures/memberships.ts +82 -82
  237. package/src/test-utils/index.ts +12 -12
  238. package/src/test-utils/organization-model.ts +65 -65
  239. package/src/test-utils/published.ts +6 -6
  240. package/src/test-utils/rls/RLSTestContext.ts +588 -588
  241. package/src/test-utils/test-utils.test.ts +44 -44
@@ -1,115 +1,115 @@
1
- import { describe, expect, it } from 'vitest'
2
- import {
3
- ClientDetailResponseSchema,
4
- ClientListResponseSchema,
5
- ClientStatusResponseSchema,
6
- ListClientsQuerySchema
7
- } from './api-schemas'
8
-
9
- const VALID_UUID = '00000000-0000-4000-8000-000000000001'
10
- const ISO_TS = '2026-05-08T00:00:00.000Z'
11
-
12
- describe('client API schemas', () => {
13
- it('coerces list pagination and accepts status/search filters', () => {
14
- const result = ListClientsQuerySchema.safeParse({
15
- status: 'active',
16
- search: 'Acme',
17
- limit: '10',
18
- offset: '20'
19
- })
20
-
21
- expect(result.success).toBe(true)
22
- if (result.success) {
23
- expect(result.data).toEqual({
24
- status: 'active',
25
- search: 'Acme',
26
- limit: 10,
27
- offset: 20
28
- })
29
- }
30
- })
31
-
32
- it('rejects unknown list query fields', () => {
33
- expect(ListClientsQuerySchema.safeParse({ includeDeals: true }).success).toBe(false)
34
- })
35
-
36
- it('accepts client list responses', () => {
37
- expect(
38
- ClientListResponseSchema.safeParse({
39
- data: [
40
- {
41
- id: VALID_UUID,
42
- organizationId: VALID_UUID,
43
- name: 'Acme',
44
- status: 'active',
45
- sourceDealId: null,
46
- primaryCompanyId: null,
47
- primaryContactId: null,
48
- convertedAt: null,
49
- metadata: {},
50
- createdAt: ISO_TS,
51
- updatedAt: ISO_TS
52
- }
53
- ],
54
- total: 1,
55
- limit: 50,
56
- offset: 0
57
- }).success
58
- ).toBe(true)
59
- })
60
-
61
- it('accepts client detail lineage refs', () => {
62
- expect(
63
- ClientDetailResponseSchema.safeParse({
64
- id: VALID_UUID,
65
- organizationId: VALID_UUID,
66
- name: 'Acme',
67
- status: 'onboarding',
68
- sourceDealId: VALID_UUID,
69
- primaryCompanyId: VALID_UUID,
70
- primaryContactId: VALID_UUID,
71
- convertedAt: ISO_TS,
72
- metadata: { source: 'closed_won' },
73
- createdAt: ISO_TS,
74
- updatedAt: ISO_TS,
75
- lineage: {
76
- deals: [
77
- {
78
- id: VALID_UUID,
79
- contactEmail: 'lead@example.com',
80
- stageKey: 'closed_won',
81
- stateKey: null,
82
- updatedAt: ISO_TS
83
- }
84
- ],
85
- projects: [{ id: VALID_UUID, name: 'Delivery', kind: 'client_engagement', status: 'active', updatedAt: ISO_TS }],
86
- companies: [{ id: VALID_UUID, name: 'Acme Co', domain: 'acme.test', status: 'active' }],
87
- contacts: [
88
- {
89
- id: VALID_UUID,
90
- email: 'lead@example.com',
91
- firstName: 'Ada',
92
- lastName: null,
93
- title: 'CEO',
94
- companyId: VALID_UUID,
95
- status: 'active'
96
- }
97
- ]
98
- }
99
- }).success
100
- ).toBe(true)
101
- })
102
-
103
- it('accepts client portfolio status responses', () => {
104
- expect(
105
- ClientStatusResponseSchema.safeParse({
106
- totalClients: 1,
107
- byStatus: { active: 1, onboarding: 0, paused: 0, completed: 0, churned: 0 },
108
- linkedDeals: 1,
109
- linkedProjects: 1,
110
- linkedCompanies: 1,
111
- linkedContacts: 1
112
- }).success
113
- ).toBe(true)
114
- })
115
- })
1
+ import { describe, expect, it } from 'vitest'
2
+ import {
3
+ ClientDetailResponseSchema,
4
+ ClientListResponseSchema,
5
+ ClientStatusResponseSchema,
6
+ ListClientsQuerySchema
7
+ } from './api-schemas'
8
+
9
+ const VALID_UUID = '00000000-0000-4000-8000-000000000001'
10
+ const ISO_TS = '2026-05-08T00:00:00.000Z'
11
+
12
+ describe('client API schemas', () => {
13
+ it('coerces list pagination and accepts status/search filters', () => {
14
+ const result = ListClientsQuerySchema.safeParse({
15
+ status: 'active',
16
+ search: 'Acme',
17
+ limit: '10',
18
+ offset: '20'
19
+ })
20
+
21
+ expect(result.success).toBe(true)
22
+ if (result.success) {
23
+ expect(result.data).toEqual({
24
+ status: 'active',
25
+ search: 'Acme',
26
+ limit: 10,
27
+ offset: 20
28
+ })
29
+ }
30
+ })
31
+
32
+ it('rejects unknown list query fields', () => {
33
+ expect(ListClientsQuerySchema.safeParse({ includeDeals: true }).success).toBe(false)
34
+ })
35
+
36
+ it('accepts client list responses', () => {
37
+ expect(
38
+ ClientListResponseSchema.safeParse({
39
+ data: [
40
+ {
41
+ id: VALID_UUID,
42
+ organizationId: VALID_UUID,
43
+ name: 'Acme',
44
+ status: 'active',
45
+ sourceDealId: null,
46
+ primaryCompanyId: null,
47
+ primaryContactId: null,
48
+ convertedAt: null,
49
+ metadata: {},
50
+ createdAt: ISO_TS,
51
+ updatedAt: ISO_TS
52
+ }
53
+ ],
54
+ total: 1,
55
+ limit: 50,
56
+ offset: 0
57
+ }).success
58
+ ).toBe(true)
59
+ })
60
+
61
+ it('accepts client detail lineage refs', () => {
62
+ expect(
63
+ ClientDetailResponseSchema.safeParse({
64
+ id: VALID_UUID,
65
+ organizationId: VALID_UUID,
66
+ name: 'Acme',
67
+ status: 'onboarding',
68
+ sourceDealId: VALID_UUID,
69
+ primaryCompanyId: VALID_UUID,
70
+ primaryContactId: VALID_UUID,
71
+ convertedAt: ISO_TS,
72
+ metadata: { source: 'closed_won' },
73
+ createdAt: ISO_TS,
74
+ updatedAt: ISO_TS,
75
+ lineage: {
76
+ deals: [
77
+ {
78
+ id: VALID_UUID,
79
+ contactEmail: 'lead@example.com',
80
+ stageKey: 'closed_won',
81
+ stateKey: null,
82
+ updatedAt: ISO_TS
83
+ }
84
+ ],
85
+ projects: [{ id: VALID_UUID, name: 'Delivery', kind: 'client_engagement', status: 'active', updatedAt: ISO_TS }],
86
+ companies: [{ id: VALID_UUID, name: 'Acme Co', domain: 'acme.test', status: 'active' }],
87
+ contacts: [
88
+ {
89
+ id: VALID_UUID,
90
+ email: 'lead@example.com',
91
+ firstName: 'Ada',
92
+ lastName: null,
93
+ title: 'CEO',
94
+ companyId: VALID_UUID,
95
+ status: 'active'
96
+ }
97
+ ]
98
+ }
99
+ }).success
100
+ ).toBe(true)
101
+ })
102
+
103
+ it('accepts client portfolio status responses', () => {
104
+ expect(
105
+ ClientStatusResponseSchema.safeParse({
106
+ totalClients: 1,
107
+ byStatus: { active: 1, onboarding: 0, paused: 0, completed: 0, churned: 0 },
108
+ linkedDeals: 1,
109
+ linkedProjects: 1,
110
+ linkedCompanies: 1,
111
+ linkedContacts: 1
112
+ }).success
113
+ ).toBe(true)
114
+ })
115
+ })
@@ -1,158 +1,158 @@
1
- import { z } from 'zod'
2
- import { UuidSchema } from '../../platform/utils/validation'
3
-
4
- export const ClientStatusSchema = z.enum(['active', 'onboarding', 'paused', 'completed', 'churned'])
5
-
6
- export const ClientIdParamsSchema = z
7
- .object({
8
- clientId: UuidSchema
9
- })
10
- .strict()
11
-
12
- export const ListClientsQuerySchema = z
13
- .object({
14
- status: ClientStatusSchema.optional(),
15
- search: z.string().trim().min(1).max(255).optional(),
16
- limit: z.coerce.number().int().min(1).max(100).default(50),
17
- offset: z.coerce.number().int().min(0).default(0)
18
- })
19
- .strict()
20
-
21
- export const ClientRefSchema = z.object({
22
- id: z.string(),
23
- name: z.string(),
24
- status: ClientStatusSchema
25
- })
26
-
27
- export const ClientResponseSchema = z.object({
28
- id: z.string(),
29
- organizationId: z.string(),
30
- name: z.string(),
31
- status: ClientStatusSchema,
32
- sourceDealId: z.string().nullable(),
33
- primaryCompanyId: z.string().nullable(),
34
- primaryContactId: z.string().nullable(),
35
- convertedAt: z.string().nullable(),
36
- metadata: z.record(z.string(), z.unknown()),
37
- createdAt: z.string(),
38
- updatedAt: z.string()
39
- })
40
-
41
- export const ClientDealRefSchema = z.object({
42
- id: z.string(),
43
- contactEmail: z.string(),
44
- stageKey: z.string().nullable(),
45
- stateKey: z.string().nullable(),
46
- updatedAt: z.string()
47
- })
48
-
49
- export const ClientProjectRefSchema = z.object({
50
- id: z.string(),
51
- name: z.string(),
52
- kind: z.string(),
53
- status: z.string(),
54
- updatedAt: z.string()
55
- })
56
-
57
- export const ClientCompanyRefSchema = z.object({
58
- id: z.string(),
59
- name: z.string(),
60
- domain: z.string().nullable(),
61
- status: z.string()
62
- })
63
-
64
- export const ClientContactRefSchema = z.object({
65
- id: z.string(),
66
- email: z.string(),
67
- firstName: z.string().nullable(),
68
- lastName: z.string().nullable(),
69
- title: z.string().nullable(),
70
- companyId: z.string().nullable(),
71
- status: z.string()
72
- })
73
-
74
- export const ClientLineageSchema = z.object({
75
- deals: z.array(ClientDealRefSchema),
76
- projects: z.array(ClientProjectRefSchema),
77
- companies: z.array(ClientCompanyRefSchema),
78
- contacts: z.array(ClientContactRefSchema)
79
- })
80
-
81
- export const ClientDetailResponseSchema = ClientResponseSchema.extend({
82
- lineage: ClientLineageSchema
83
- })
84
-
85
- export const ClientListResponseSchema = z.object({
86
- data: z.array(ClientResponseSchema),
87
- total: z.number().int().min(0),
88
- limit: z.number().int().min(1),
89
- offset: z.number().int().min(0)
90
- })
91
-
92
- export const ClientStatusResponseSchema = z.object({
93
- totalClients: z.number().int().min(0),
94
- byStatus: z.record(ClientStatusSchema, z.number().int().min(0)),
95
- linkedDeals: z.number().int().min(0),
96
- linkedProjects: z.number().int().min(0),
97
- linkedCompanies: z.number().int().min(0),
98
- linkedContacts: z.number().int().min(0)
99
- })
100
-
101
- export const CreateClientRequestSchema = z
102
- .object({
103
- name: z.string().trim().min(1).max(255),
104
- status: ClientStatusSchema.optional(),
105
- sourceDealId: UuidSchema.nullable().optional(),
106
- primaryCompanyId: UuidSchema.nullable().optional(),
107
- primaryContactId: UuidSchema.nullable().optional(),
108
- metadata: z.record(z.string(), z.unknown()).nullable().optional()
109
- })
110
- .strict()
111
-
112
- export const UpdateClientRequestSchema = z
113
- .object({
114
- name: z.string().trim().min(1).max(255).optional(),
115
- status: ClientStatusSchema.optional(),
116
- sourceDealId: UuidSchema.nullable().optional(),
117
- primaryCompanyId: UuidSchema.nullable().optional(),
118
- primaryContactId: UuidSchema.nullable().optional(),
119
- metadata: z.record(z.string(), z.unknown()).nullable().optional()
120
- })
121
- .strict()
122
- .refine((data) => Object.keys(data).length > 0, {
123
- message: 'At least one field must be provided'
124
- })
125
-
126
- export const ClientSchemas = {
127
- ClientStatus: ClientStatusSchema,
128
- ClientIdParams: ClientIdParamsSchema,
129
- ListClientsQuery: ListClientsQuerySchema,
130
- ClientRef: ClientRefSchema,
131
- ClientResponse: ClientResponseSchema,
132
- ClientDealRef: ClientDealRefSchema,
133
- ClientProjectRef: ClientProjectRefSchema,
134
- ClientCompanyRef: ClientCompanyRefSchema,
135
- ClientContactRef: ClientContactRefSchema,
136
- ClientLineage: ClientLineageSchema,
137
- ClientDetailResponse: ClientDetailResponseSchema,
138
- ClientListResponse: ClientListResponseSchema,
139
- ClientStatusResponse: ClientStatusResponseSchema,
140
- CreateClientRequest: CreateClientRequestSchema,
141
- UpdateClientRequest: UpdateClientRequestSchema
142
- }
143
-
144
- export type ClientStatus = z.infer<typeof ClientStatusSchema>
145
- export type ClientIdParams = z.infer<typeof ClientIdParamsSchema>
146
- export type ListClientsQuery = z.infer<typeof ListClientsQuerySchema>
147
- export type ClientRef = z.infer<typeof ClientRefSchema>
148
- export type ClientResponse = z.infer<typeof ClientResponseSchema>
149
- export type ClientDealRef = z.infer<typeof ClientDealRefSchema>
150
- export type ClientProjectRef = z.infer<typeof ClientProjectRefSchema>
151
- export type ClientCompanyRef = z.infer<typeof ClientCompanyRefSchema>
152
- export type ClientContactRef = z.infer<typeof ClientContactRefSchema>
153
- export type ClientLineage = z.infer<typeof ClientLineageSchema>
154
- export type ClientDetailResponse = z.infer<typeof ClientDetailResponseSchema>
155
- export type ClientListResponse = z.infer<typeof ClientListResponseSchema>
156
- export type ClientStatusResponse = z.infer<typeof ClientStatusResponseSchema>
157
- export type CreateClientRequest = z.infer<typeof CreateClientRequestSchema>
158
- export type UpdateClientRequest = z.infer<typeof UpdateClientRequestSchema>
1
+ import { z } from 'zod'
2
+ import { UuidSchema } from '../../platform/utils/validation'
3
+
4
+ export const ClientStatusSchema = z.enum(['active', 'onboarding', 'paused', 'completed', 'churned'])
5
+
6
+ export const ClientIdParamsSchema = z
7
+ .object({
8
+ clientId: UuidSchema
9
+ })
10
+ .strict()
11
+
12
+ export const ListClientsQuerySchema = z
13
+ .object({
14
+ status: ClientStatusSchema.optional(),
15
+ search: z.string().trim().min(1).max(255).optional(),
16
+ limit: z.coerce.number().int().min(1).max(100).default(50),
17
+ offset: z.coerce.number().int().min(0).default(0)
18
+ })
19
+ .strict()
20
+
21
+ export const ClientRefSchema = z.object({
22
+ id: z.string(),
23
+ name: z.string(),
24
+ status: ClientStatusSchema
25
+ })
26
+
27
+ export const ClientResponseSchema = z.object({
28
+ id: z.string(),
29
+ organizationId: z.string(),
30
+ name: z.string(),
31
+ status: ClientStatusSchema,
32
+ sourceDealId: z.string().nullable(),
33
+ primaryCompanyId: z.string().nullable(),
34
+ primaryContactId: z.string().nullable(),
35
+ convertedAt: z.string().nullable(),
36
+ metadata: z.record(z.string(), z.unknown()),
37
+ createdAt: z.string(),
38
+ updatedAt: z.string()
39
+ })
40
+
41
+ export const ClientDealRefSchema = z.object({
42
+ id: z.string(),
43
+ contactEmail: z.string(),
44
+ stageKey: z.string().nullable(),
45
+ stateKey: z.string().nullable(),
46
+ updatedAt: z.string()
47
+ })
48
+
49
+ export const ClientProjectRefSchema = z.object({
50
+ id: z.string(),
51
+ name: z.string(),
52
+ kind: z.string(),
53
+ status: z.string(),
54
+ updatedAt: z.string()
55
+ })
56
+
57
+ export const ClientCompanyRefSchema = z.object({
58
+ id: z.string(),
59
+ name: z.string(),
60
+ domain: z.string().nullable(),
61
+ status: z.string()
62
+ })
63
+
64
+ export const ClientContactRefSchema = z.object({
65
+ id: z.string(),
66
+ email: z.string(),
67
+ firstName: z.string().nullable(),
68
+ lastName: z.string().nullable(),
69
+ title: z.string().nullable(),
70
+ companyId: z.string().nullable(),
71
+ status: z.string()
72
+ })
73
+
74
+ export const ClientLineageSchema = z.object({
75
+ deals: z.array(ClientDealRefSchema),
76
+ projects: z.array(ClientProjectRefSchema),
77
+ companies: z.array(ClientCompanyRefSchema),
78
+ contacts: z.array(ClientContactRefSchema)
79
+ })
80
+
81
+ export const ClientDetailResponseSchema = ClientResponseSchema.extend({
82
+ lineage: ClientLineageSchema
83
+ })
84
+
85
+ export const ClientListResponseSchema = z.object({
86
+ data: z.array(ClientResponseSchema),
87
+ total: z.number().int().min(0),
88
+ limit: z.number().int().min(1),
89
+ offset: z.number().int().min(0)
90
+ })
91
+
92
+ export const ClientStatusResponseSchema = z.object({
93
+ totalClients: z.number().int().min(0),
94
+ byStatus: z.record(ClientStatusSchema, z.number().int().min(0)),
95
+ linkedDeals: z.number().int().min(0),
96
+ linkedProjects: z.number().int().min(0),
97
+ linkedCompanies: z.number().int().min(0),
98
+ linkedContacts: z.number().int().min(0)
99
+ })
100
+
101
+ export const CreateClientRequestSchema = z
102
+ .object({
103
+ name: z.string().trim().min(1).max(255),
104
+ status: ClientStatusSchema.optional(),
105
+ sourceDealId: UuidSchema.nullable().optional(),
106
+ primaryCompanyId: UuidSchema.nullable().optional(),
107
+ primaryContactId: UuidSchema.nullable().optional(),
108
+ metadata: z.record(z.string(), z.unknown()).nullable().optional()
109
+ })
110
+ .strict()
111
+
112
+ export const UpdateClientRequestSchema = z
113
+ .object({
114
+ name: z.string().trim().min(1).max(255).optional(),
115
+ status: ClientStatusSchema.optional(),
116
+ sourceDealId: UuidSchema.nullable().optional(),
117
+ primaryCompanyId: UuidSchema.nullable().optional(),
118
+ primaryContactId: UuidSchema.nullable().optional(),
119
+ metadata: z.record(z.string(), z.unknown()).nullable().optional()
120
+ })
121
+ .strict()
122
+ .refine((data) => Object.keys(data).length > 0, {
123
+ message: 'At least one field must be provided'
124
+ })
125
+
126
+ export const ClientSchemas = {
127
+ ClientStatus: ClientStatusSchema,
128
+ ClientIdParams: ClientIdParamsSchema,
129
+ ListClientsQuery: ListClientsQuerySchema,
130
+ ClientRef: ClientRefSchema,
131
+ ClientResponse: ClientResponseSchema,
132
+ ClientDealRef: ClientDealRefSchema,
133
+ ClientProjectRef: ClientProjectRefSchema,
134
+ ClientCompanyRef: ClientCompanyRefSchema,
135
+ ClientContactRef: ClientContactRefSchema,
136
+ ClientLineage: ClientLineageSchema,
137
+ ClientDetailResponse: ClientDetailResponseSchema,
138
+ ClientListResponse: ClientListResponseSchema,
139
+ ClientStatusResponse: ClientStatusResponseSchema,
140
+ CreateClientRequest: CreateClientRequestSchema,
141
+ UpdateClientRequest: UpdateClientRequestSchema
142
+ }
143
+
144
+ export type ClientStatus = z.infer<typeof ClientStatusSchema>
145
+ export type ClientIdParams = z.infer<typeof ClientIdParamsSchema>
146
+ export type ListClientsQuery = z.infer<typeof ListClientsQuerySchema>
147
+ export type ClientRef = z.infer<typeof ClientRefSchema>
148
+ export type ClientResponse = z.infer<typeof ClientResponseSchema>
149
+ export type ClientDealRef = z.infer<typeof ClientDealRefSchema>
150
+ export type ClientProjectRef = z.infer<typeof ClientProjectRefSchema>
151
+ export type ClientCompanyRef = z.infer<typeof ClientCompanyRefSchema>
152
+ export type ClientContactRef = z.infer<typeof ClientContactRefSchema>
153
+ export type ClientLineage = z.infer<typeof ClientLineageSchema>
154
+ export type ClientDetailResponse = z.infer<typeof ClientDetailResponseSchema>
155
+ export type ClientListResponse = z.infer<typeof ClientListResponseSchema>
156
+ export type ClientStatusResponse = z.infer<typeof ClientStatusResponseSchema>
157
+ export type CreateClientRequest = z.infer<typeof CreateClientRequestSchema>
158
+ export type UpdateClientRequest = z.infer<typeof UpdateClientRequestSchema>
@@ -1 +1 @@
1
- export * from './api-schemas'
1
+ export * from './api-schemas'
@@ -1,40 +1,40 @@
1
- /**
2
- * CRM API Schemas — SSOT subpath entry
3
- *
4
- * Re-exports all CRM-related Zod schemas from their canonical locations
5
- * so consumers can import from a single surface:
6
- * import { CrmSchemas, CrmPriorityOverrideSchema } from '@repo/core/business/crm/api-schemas'
7
- *
8
- * Schema definitions live in:
9
- * packages/core/src/business/sales/api-schemas.ts (activity / recent-activity)
10
- * packages/core/src/business/acquisition/crm-priority.ts (priority override shapes)
11
- */
12
-
13
- // ---------------------------------------------------------------------------
14
- // Re-exports from sales/api-schemas (recent-activity surface)
15
- // ---------------------------------------------------------------------------
16
-
17
- export {
18
- CrmActivityKindSchema,
19
- RecentActivityEntrySchema,
20
- GetRecentActivityQuerySchema,
21
- GetRecentActivityResponseSchema,
22
- CrmSchemas,
23
- type CrmActivityKind,
24
- type RecentActivityEntry,
25
- type GetRecentActivityQuery,
26
- type GetRecentActivityResponse
27
- } from '../sales/api-schemas'
28
-
29
- // ---------------------------------------------------------------------------
30
- // Re-exports from acquisition/crm-priority (priority override surface)
31
- // ---------------------------------------------------------------------------
32
-
33
- export {
34
- CrmPriorityBucketKeySchema,
35
- CrmPriorityBucketOverrideSchema,
36
- CrmPriorityOverrideSchema,
37
- type CrmPriorityBucketOverride,
38
- type CrmPriorityOverride,
39
- type ResolvedCrmPriorityRuleConfig
40
- } from '../acquisition/crm-priority'
1
+ /**
2
+ * CRM API Schemas — SSOT subpath entry
3
+ *
4
+ * Re-exports all CRM-related Zod schemas from their canonical locations
5
+ * so consumers can import from a single surface:
6
+ * import { CrmSchemas, CrmPriorityOverrideSchema } from '@repo/core/business/crm/api-schemas'
7
+ *
8
+ * Schema definitions live in:
9
+ * packages/core/src/business/sales/api-schemas.ts (activity / recent-activity)
10
+ * packages/core/src/business/acquisition/crm-priority.ts (priority override shapes)
11
+ */
12
+
13
+ // ---------------------------------------------------------------------------
14
+ // Re-exports from sales/api-schemas (recent-activity surface)
15
+ // ---------------------------------------------------------------------------
16
+
17
+ export {
18
+ CrmActivityKindSchema,
19
+ RecentActivityEntrySchema,
20
+ GetRecentActivityQuerySchema,
21
+ GetRecentActivityResponseSchema,
22
+ CrmSchemas,
23
+ type CrmActivityKind,
24
+ type RecentActivityEntry,
25
+ type GetRecentActivityQuery,
26
+ type GetRecentActivityResponse
27
+ } from '../sales/api-schemas'
28
+
29
+ // ---------------------------------------------------------------------------
30
+ // Re-exports from acquisition/crm-priority (priority override surface)
31
+ // ---------------------------------------------------------------------------
32
+
33
+ export {
34
+ CrmPriorityBucketKeySchema,
35
+ CrmPriorityBucketOverrideSchema,
36
+ CrmPriorityOverrideSchema,
37
+ type CrmPriorityBucketOverride,
38
+ type CrmPriorityOverride,
39
+ type ResolvedCrmPriorityRuleConfig
40
+ } from '../acquisition/crm-priority'
@@ -1 +1 @@
1
- export * from './api-schemas'
1
+ export * from './api-schemas'