@faiber/faiber-crm 0.24.1 → 1.1.0

package/README.md

@@ -1,60 +1,58 @@
 # @faiber/faiber-crm
 
-Leads, campaigns, sources, logs, touches, teams, workflows, reminders, escalations, webhooks, work logs, and statistics.
-
-## Install
+Typed CRM workspaces, pipelines, leads, deals, companies, contacts, teams, tasks, activities, marketing, reports and automation reads.
 
 ```bash
 npm install @faiber/faiber-crm
 ```
 
-## Configure
-
 ```ts
 import { FaiberClient, MemoryTokenProvider } from "@faiber/sdk-core";
 import { CrmApi } from "@faiber/faiber-crm";
 
-const tokens = new MemoryTokenProvider();
 const client = new FaiberClient("crm", {
   domains: { crm: process.env.FAIBER_CRM_URL! },
-  tokenProvider: tokens,
+  tokenProvider: new MemoryTokenProvider(),
   axios: { timeout: 15_000, withCredentials: true },
 });
 const api = new CrmApi(client);
-
-const leads = await api.leads.list({ search: "Acme" });
-await api.markLeadDone(leadId);
+const response = await api.listLeads({ q: "Acme", limit: 25 });
+const leads = response.data.data.items;
+const nextCursor = response.data.data.next_cursor;
+
+// Use a distinct key for each intended mutation. A duplicate key returns 409.
+const created = await api.createLead(
+  { title: "Acme renewal", estimated_value: 50000, currency: "IRR" },
+  { headers: { "Idempotency-Key": crypto.randomUUID() } },
+);
+await api.updateLead(created.data.data.id,
+  { version: created.data.data.version, score: 80 },
+  { headers: { "Idempotency-Key": crypto.randomUUID() } },
+);
 ```
 
-## Complete capability
-
-This package exposes 90 registered operations from the crm service. Common workflows have concise methods on `api`; every registered backend route is also available as a named function on `api.operations`. Generated operation input, query, response, path, verb, and permission contracts are exported from `operations.types`.
+The configured IDP token provider forwards Bearer authorization; `withCredentials` enables secure HttpOnly cookie sessions where supported by the deployment. Keep browser tokens in memory. Each operation's JSDoc states the local permission rules; `crm:admin` bypasses modern CRM handler checks, and otherwise the listed permissions are alternatives. Roles alone do not grant data access. Deployment authentication and gateway isolation must be configured separately. The legacy Office lookup has no local authorization guard.
 
-| Area | Operations | HTTP methods |
-|---|---:|---|
-| `api` | 85 | `DELETE`, `GET`, `PATCH`, `POST`, `PUT` |
-| `router` | 5 | `GET` |
+The package exposes 92 mounted HTTP operations through `api.operations`, including singular/plural workflow compatibility routes, health/readiness and the two explicit API not-found boundaries. Concise methods on `api` cover common workflows. Source coverage does not certify native execution or gateway policy. The separate `/mcp` summary-evidence mount uses the RMCP protocol and signed summary-run grants; it is not a typed REST business operation in this package. Static dashboard assets use the server's frontend fallback.
 
-CRM resources update with `PUT`, not `PATCH`. Workflow nodes and members are created under parent-ID routes; those exact operations are available under `api.operations`.
+Most business routes return `{ data, meta: { request_id } }`. Health, readiness and Office lookup use `{ status, message, data }`; readiness returns HTTP 503 when database or broker is unavailable. Lead list/create/update responses contain bare lead records. `getLead` additionally returns a nullable remote `profile`; remote enrichment may be unavailable. Lists return `{items,next_cursor}` inside data, with scalar `cursor` and `limit` (default 50, clamped 1–100). Lead `statuses` is comma-separated. Custom lead sort still compares UUID cursor using `id > cursor`, so it is not a chronological cursor guarantee. Workflow/node/worklog collections return arrays; workflow and node lists include inactive nondeleted rows.
 
-## Authentication and authorization
+Mutations that document `Idempotency-Key` require a nonempty header up to 128 characters. Keys identify submissions and duplicate submissions return 409; they do not replay successful responses. Company/contact/lead/deal updates, stage/assignment updates, task status, team deletion and pipeline/workspace patches use a version. Workflow updates accept version but do not enforce it, and node updates have no version field. Ordinary optional patch nulls preserve values. Workflow `team_id`, `hint`, `actions` and node `sla_minutes`, `actions` distinguish omitted values from explicit nulls, which clear fields. Record assignment replaces both owner/team; omitted IDs clear them.
 
-Use a `TokenProvider` to forward the signed-in user's Bearer token, or enable `withCredentials` for secure HttpOnly cookie sessions. Permission requirements copied from service route guards are included in each operation's JSDoc. The SDK does not embed API keys, credentials, localhost URLs, sandbox hosts, or production hosts.
+Deletion payloads differ by route: most return `{id,deleted:true}`, compatibility `DELETE /workflow-node/{id}` returns `true`, team-member removal returns the deactivated member, and lead-reminder deletion returns `{lead_id,deleted:number}`. Team deletion also detaches active records and workflow assignments. Use the route-specific named types.
 
-## Inputs, queries, responses, and transport
+Extensible JSON is intentional where the Rust model stores arbitrary values: workspace `settings`; company `address`/`custom_data`; contact `consent`/`custom_data`; lead/deal `custom_data`; pipeline acquire flags/actions; node actions; activity/campaign metadata; audit history event data; durable-job results; report AI interpretation and deterministic summaries; legacy Office flags/assignee IDs/meta. Profile first/last names are optional remote JSON values. These fields remain JSON-safe rather than implying a fixed schema. Workflow action definitions themselves are concrete exported objects with internal/external kinds.
 
-All methods return the complete Axios response, including status, headers, and request IDs. Request bodies and query objects are named exported interfaces. Nested pagination uses keys such as `page[number]` and `page[size]` where required by the service. Standard Axios request options, headers, timeouts, adapters, interceptors, and `AbortSignal` cancellation are supported as the final argument.
-
-Generic REST resources are capability-guarded. Calling a legacy method that the service does not register throws `UnsupportedOperationError` before sending a request instead of producing a backend `405`.
-
-## Errors and cancellation
+All calls preserve complete Axios responses, including headers, status and request context. Final request options support timeouts, interceptors, adapters, credentials and `AbortSignal`. Axios rejects authentication (401), permission (403), missing record (404), version/idempotency conflict (409), validation (422), readiness (503) and transport failures by default.
 
 ```ts
 try {
-  await api.client.get("/health", undefined, { signal: AbortSignal.timeout(5_000) });
+  await api.getOverview(undefined, { signal: AbortSignal.timeout(5_000) });
 } catch (error) {
-  // Axios errors retain response.status and the service error body.
+  // Axios errors retain response.status and the backend error body.
 }
 ```
 
-Use `@faiber/faiber-ts-sdk` when one application needs multiple Faiber services with one configuration.
+The API not-found diagnostics `operations.routerApiNotFoundAny(method)` and `operations.routerApiPathNotFoundAny("obsolete/items", method)` return structured 404 without modifying CRM data. HEAD has no body and CORS can answer OPTIONS with empty 200. For deliberate diagnostics, supply `validateStatus` and check for a body. Wildcard diagnostics reject registered API paths, traversal, percent escapes, query/fragment syntax and backslashes locally. CONNECT requires an explicit tunnel-capable Axios adapter.
+
+Use [@faiber/faiber-ts-sdk](https://www.npmjs.com/package/@faiber/faiber-ts-sdk) to configure multiple Faiber services together.

package/dist/.tsbuildinfo

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package/dist/contracts.types.d.ts

@@ -0,0 +1,201 @@
+import type { JsonObject, JsonValue, QueryParams } from "@faiber/sdk-core";
+/** Extensible backend JSON: custom metadata is intentionally not constrained by a schema in Rust. */
+export type CrmDynamicJson = JsonValue;
+export type CrmTaskPriority = "low" | "normal" | "high" | "urgent";
+export type CrmTaskStatus = "open" | "in_progress" | "completed" | "cancelled";
+export type CrmActivityCreateType = "note" | "call" | "email" | "meeting" | "demo" | "message";
+export type CrmContactLifecycle = "active" | "inactive" | "do_not_contact";
+export type CrmLeadStatus = "new" | "working" | "qualified" | "disqualified" | "converted";
+export type CrmCampaignStatus = "draft" | "active" | "paused" | "completed" | "archived";
+export type CrmAiMode = "off" | "advisory" | "approval_required" | "bounded_auto";
+export interface CrmTaskCreateInput extends JsonObject {
+    "lead_id"?: string | null;
+    "deal_id"?: string | null;
+    "contact_id"?: string | null;
+    "company_id"?: string | null;
+    "profile_id"?: string | null;
+    "assignee_user_id"?: string | null;
+    "title": string;
+    "description"?: string | null;
+    "task_type"?: string | null;
+    "priority"?: CrmTaskPriority | null;
+    "due_at"?: string | null;
+}
+export interface CrmTaskStatusInput extends JsonObject {
+    "status": CrmTaskStatus;
+    "version": number;
+}
+export interface CrmActivityCreateInput extends JsonObject {
+    "lead_id"?: string | null;
+    "deal_id"?: string | null;
+    "contact_id"?: string | null;
+    "company_id"?: string | null;
+    "activity_type": CrmActivityCreateType;
+    "direction"?: string | null;
+    "subject"?: string | null;
+    "body"?: string | null;
+    "outcome"?: string | null;
+    "occurred_at"?: string | null;
+    "duration_seconds"?: number | null;
+    "metadata"?: CrmDynamicJson;
+}
+export interface CrmContactUpdateInput extends JsonObject {
+    "version": number;
+    "first_name"?: string | null;
+    "last_name"?: string | null;
+    "job_title"?: string | null;
+    "email"?: string | null;
+    "phone"?: string | null;
+    "preferred_channel"?: string | null;
+    "lifecycle_status"?: CrmContactLifecycle | null;
+}
+export interface CrmLeadUpdateInput extends JsonObject {
+    "version": number;
+    "title"?: string | null;
+    "first_name"?: string | null;
+    "last_name"?: string | null;
+    "company_name"?: string | null;
+    "email"?: string | null;
+    "phone"?: string | null;
+    "segment"?: string | null;
+    "offer"?: string | null;
+    "status"?: CrmLeadStatus | null;
+    "score"?: number | null;
+    "estimated_value"?: number | null;
+    "currency"?: string | null;
+    "next_activity_at"?: string | null;
+    "profile_id"?: string | null;
+}
+export interface CrmCampaignCreateInput extends JsonObject {
+    "source_id"?: string | null;
+    "name": string;
+    "slug": string;
+    "status"?: CrmCampaignStatus | null;
+    "starts_at"?: string | null;
+    "ends_at"?: string | null;
+    "budget"?: number | null;
+    "actual_cost"?: number | null;
+    "currency"?: string | null;
+    "metadata"?: CrmDynamicJson;
+}
+export interface CrmWorkspaceUpdateInput extends JsonObject {
+    "name"?: string | null;
+    "locale"?: string | null;
+    "timezone"?: string | null;
+    "currency"?: string | null;
+    "ai_mode"?: CrmAiMode | null;
+    "agentic_enabled"?: boolean | null;
+    "version": number;
+}
+export interface CrmActivityReminderCreateInput extends JsonObject {
+    activity: CrmActivityCreateInput;
+    reminder: CrmTaskCreateInput;
+}
+/** Plain scalar cursor query; limit defaults 50, clamped 1..100; a full page supplies a nullable UUID next_cursor. */
+export interface CrmCursorQuery extends QueryParams {
+    cursor?: string | null;
+    limit?: number | null;
+}
+export interface CrmSearchQuery extends CrmCursorQuery {
+    q?: string | null;
+}
+export interface CrmDealListQuery extends CrmSearchQuery {
+    pipeline_id?: string | null;
+    stage_id?: string | null;
+    status?: string | null;
+    team_id?: string | null;
+    owner_user_id?: string | null;
+}
+/** statuses is one comma-separated string. UUID cursor comparison remains id > cursor even for custom ordering. */
+export interface CrmLeadListQuery extends CrmDealListQuery {
+    statuses?: string | null;
+    profile_id?: string | null;
+    active_from?: string | null;
+    active_to?: string | null;
+    sort?: "task_priority" | "created_at" | "created_at_desc" | null;
+}
+export interface CrmTaskListQuery extends CrmCursorQuery {
+    status?: string | null;
+    profile_id?: string | null;
+    active_from?: string | null;
+    active_to?: string | null;
+}
+export interface CrmJobListQuery extends CrmCursorQuery {
+    status?: string | null;
+}
+/** Comma-separated entity columns, with - prefix for descending; unrecognized columns are ignored. */
+export interface CrmEntitySortQuery extends QueryParams {
+    sort?: string | null;
+}
+export interface CrmOfficeLeadQuery extends QueryParams {
+    profile_id: string;
+    foreign_key: string;
+    flags?: string;
+}
+export type CrmWorkflowEntityType = "lead" | "deal";
+export type CrmWorkflowStageType = "open" | "won" | "lost";
+export type CrmWorkflowActionKind = "internal" | "external";
+export interface CrmWorkflowActionDefinition extends JsonObject {
+    key: string;
+    kind: CrmWorkflowActionKind;
+    form: string;
+    required?: boolean;
+}
+export interface CrmWorkflowCreateInput extends JsonObject {
+    "name": string;
+    "slug": string;
+    "flags"?: string[];
+    "acquire_flags": string[];
+    "priority": number;
+    "entity_type"?: CrmWorkflowEntityType;
+    "team_id"?: string | null;
+    "is_default"?: boolean;
+    "is_active"?: boolean;
+    "daily_quota"?: number;
+    "can_create_lead"?: boolean;
+    "actions"?: CrmWorkflowActionDefinition[];
+    "hint"?: string | null;
+}
+export interface CrmWorkflowUpdateInput extends JsonObject {
+    "name"?: string | null;
+    "slug"?: string | null;
+    "flags"?: string[] | null;
+    "acquire_flags"?: string[] | null;
+    "priority"?: number | null;
+    "entity_type"?: CrmWorkflowEntityType | null;
+    "team_id"?: string | null;
+    "is_default"?: boolean | null;
+    "is_active"?: boolean | null;
+    "daily_quota"?: number | null;
+    "version"?: number | null;
+    "can_create_lead"?: boolean | null;
+    "actions"?: CrmWorkflowActionDefinition[] | null;
+    "hint"?: string | null;
+}
+export interface CrmWorkflowNodeCreateInput extends JsonObject {
+    "name": string;
+    "slug": string;
+    "priority": number;
+    "probability"?: number;
+    "stage_type"?: CrmWorkflowStageType;
+    "sla_minutes"?: number | null;
+    "is_active"?: boolean;
+    "is_draggable_in"?: boolean;
+    "is_draggable_out"?: boolean;
+    "actions"?: CrmDynamicJson | null;
+    "auto_win"?: boolean;
+}
+export interface CrmWorkflowNodeUpdateInput extends JsonObject {
+    "name"?: string | null;
+    "slug"?: string | null;
+    "priority"?: number | null;
+    "probability"?: number | null;
+    "stage_type"?: CrmWorkflowStageType | null;
+    "sla_minutes"?: number | null;
+    "is_active"?: boolean | null;
+    "is_draggable_in"?: boolean | null;
+    "is_draggable_out"?: boolean | null;
+    "actions"?: CrmDynamicJson | null;
+    "auto_win"?: boolean | null;
+}
+//# sourceMappingURL=contracts.types.d.ts.map

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

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package/dist/contracts.types.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=contracts.types.js.map

package/dist/contracts.types.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"contracts.types.js","sourceRoot":"","sources":["../src/contracts.types.ts"],"names":[],"mappings":""}