@kelpie/schemas 0.10.0 → 0.11.0

package/src/deal.ts

@@ -1,5 +1,7 @@
 import { z } from 'zod'
 
+import { convertedToWireSchema } from './conversion.ts'
+import type { ConvertedTo } from './conversion.ts'
 import { customFieldValuesBody, customFieldValuesSchema } from './customField.ts'
 import type { CustomFieldValue, CustomFieldValues } from './customField.ts'
 import { definedFields, idSchema, recordTimestamps } from './wire.ts'
@@ -24,6 +26,8 @@ export interface Deal extends RecordTimestamps {
   readonly summary: string
   readonly tags: readonly string[]
   readonly externalId: string | null
+  /** Non-null once this record has been converted to another pipeline type. */
+  readonly convertedTo: ConvertedTo | null
   /** Workspace-defined fields, keyed by definition key. Always present (default `{}`). */
   readonly customFields: CustomFieldValues
 }
@@ -45,6 +49,7 @@ export const dealSchema: z.ZodType<Deal, unknown> = z
     summary: z.string(),
     tags: z.array(z.string()),
     external_id: z.string().nullable(),
+    converted_to: convertedToWireSchema,
     custom_fields: customFieldValuesSchema,
     ...recordTimestamps,
   })
@@ -65,6 +70,10 @@ export const dealSchema: z.ZodType<Deal, unknown> = z
       summary: wire.summary,
       tags: wire.tags,
       externalId: wire.external_id,
+      convertedTo:
+        wire.converted_to === null
+          ? null
+          : { targetType: wire.converted_to.target_type, targetId: wire.converted_to.target_id },
       customFields: wire.custom_fields,
       createdAt: wire.created_at,
       updatedAt: wire.updated_at,

package/src/enquiry.ts

@@ -1,5 +1,7 @@
 import { z } from 'zod'
 
+import { convertedToWireSchema } from './conversion.ts'
+import type { ConvertedTo } from './conversion.ts'
 import { customFieldValuesBody, customFieldValuesSchema } from './customField.ts'
 import type { CustomFieldValue, CustomFieldValues } from './customField.ts'
 import { definedFields, idSchema, recordTimestamps } from './wire.ts'
@@ -18,6 +20,8 @@ export interface Enquiry extends RecordTimestamps {
   readonly ownerId: string | null
   /** Non-null once the enquiry has been converted to a Deal; nulled if that deal is deleted. */
   readonly convertedDealId: string | null
+  /** Non-null once this record has been converted to another pipeline type. */
+  readonly convertedTo: ConvertedTo | null
   readonly personIds: readonly string[]
   readonly summary: string
   readonly tags: readonly string[]
@@ -34,6 +38,7 @@ export const enquirySchema: z.ZodType<Enquiry, unknown> = z
     company_id: idSchema.nullable(),
     owner_id: idSchema.nullable(),
     converted_deal_id: idSchema.nullable(),
+    converted_to: convertedToWireSchema,
     person_ids: z.array(idSchema),
     summary: z.string(),
     tags: z.array(z.string()),
@@ -49,6 +54,10 @@ export const enquirySchema: z.ZodType<Enquiry, unknown> = z
       companyId: wire.company_id,
       ownerId: wire.owner_id,
       convertedDealId: wire.converted_deal_id,
+      convertedTo:
+        wire.converted_to === null
+          ? null
+          : { targetType: wire.converted_to.target_type, targetId: wire.converted_to.target_id },
       personIds: wire.person_ids,
       summary: wire.summary,
       tags: wire.tags,

package/src/form.ts

@@ -1,7 +1,6 @@
 import { z } from 'zod'
 
 import {
-  FORM_FIELD_MAP_TARGETS,
   FORM_FIELD_TYPES,
   FORM_OPTION_VALUE_TYPES,
   FORM_STATUSES,
@@ -156,7 +155,7 @@ const formFieldSchema = z
     label: z.string(),
     type: z.enum(FORM_FIELD_TYPES),
     required: z.boolean(),
-    map_to: z.enum(FORM_FIELD_MAP_TARGETS),
+    map_to: z.string().min(1),
     options: z.array(formFieldOptionSchema),
     placeholder: z.string().nullable(),
     statement: z.string().nullable(),

package/src/formMapTargets.ts

@@ -0,0 +1,548 @@
+import type { CustomFieldObjectType, CustomFieldType, FormFieldType } from './values.ts'
+import {
+  ACCOUNT_TYPES,
+  COMPANY_STAGES,
+  CUSTOM_FIELD_OBJECT_TYPE_LABELS,
+  CUSTOM_FIELD_TYPE_LABELS,
+  FORM_FIELD_MAP_TARGET_LABELS,
+  ICP_FITS,
+  INFLUENCE_LEVELS,
+  PERSON_CONSENT_TARGET,
+  PERSON_EMAIL_TARGET,
+  PREFERRED_CHANNELS,
+  RELATIONSHIP_LEVELS,
+  SIZE_BANDS,
+} from './values.ts'
+
+/**
+ * Where a form field's answer may land on submit.
+ *
+ * Any string matching the catalog (standard fields, workspace custom fields,
+ * `submission`, or `person.consent`). The legacy `FORM_FIELD_MAP_TARGETS` enum
+ * is a starter subset; validation uses this module instead.
+ */
+export type FormFieldMapTarget = string
+
+/** Object types that carry standard writable fields in the catalog. */
+export const FORM_MAP_OBJECT_TYPES = [
+  'person',
+  'company',
+  'position',
+  'deal',
+  'opportunity',
+  'partnership',
+  'enquiry',
+  'raise',
+] as const
+
+export type FormMapObjectType = (typeof FORM_MAP_OBJECT_TYPES)[number]
+
+export const FORM_MAP_OBJECT_TYPE_LABELS: Readonly<Record<FormMapObjectType, string>> = {
+  person: 'Person',
+  company: 'Company',
+  position: 'Position',
+  deal: 'Deal',
+  opportunity: 'Opportunity',
+  partnership: 'Partnership',
+  enquiry: 'Enquiry',
+  raise: 'Raise',
+}
+
+/** The value shape a mapped target expects from a submit answer. */
+export type FormMapValueType =
+  | 'text'
+  | 'email'
+  | 'phones'
+  | 'tags'
+  | 'string_array'
+  | 'enum'
+  | 'boolean'
+  | 'date'
+  | 'number'
+  | 'currency'
+  | 'url'
+  | 'long_text'
+  | 'consent'
+
+export interface FormMapStandardField {
+  readonly field: string
+  readonly label: string
+  readonly valueType: FormMapValueType
+  /** Present for enum targets — the allowed wire values. */
+  readonly enumValues?: readonly string[]
+}
+
+export interface FormMapTargetEntry {
+  readonly target: string
+  readonly objectType: FormMapObjectType | 'submission' | 'consent'
+  readonly label: string
+  readonly fieldKind: 'standard' | 'custom' | 'special'
+  readonly valueType: FormMapValueType
+  readonly enumValues?: readonly string[] | undefined
+}
+
+/** Minimal custom-field definition shape for building and labelling targets. */
+export interface CustomFieldDefinitionRef {
+  readonly objectType: CustomFieldObjectType
+  readonly key: string
+  readonly label: string
+  readonly type: CustomFieldType
+}
+
+const PERSON_STANDARD_FIELDS: readonly FormMapStandardField[] = [
+  { field: 'name', label: 'name', valueType: 'text' },
+  { field: 'salutation', label: 'salutation', valueType: 'text' },
+  { field: 'first_name', label: 'first name', valueType: 'text' },
+  { field: 'last_name', label: 'last name', valueType: 'text' },
+  { field: 'suffix', label: 'suffix', valueType: 'text' },
+  { field: 'email', label: 'email', valueType: 'email' },
+  { field: 'phones', label: 'phone', valueType: 'phones' },
+  { field: 'timezone', label: 'timezone', valueType: 'text' },
+  { field: 'location', label: 'location', valueType: 'text' },
+  {
+    field: 'preferred_channel',
+    label: 'preferred channel',
+    valueType: 'enum',
+    enumValues: PREFERRED_CHANNELS,
+  },
+  {
+    field: 'influence',
+    label: 'influence',
+    valueType: 'enum',
+    enumValues: INFLUENCE_LEVELS,
+  },
+  {
+    field: 'relationship',
+    label: 'relationship',
+    valueType: 'enum',
+    enumValues: RELATIONSHIP_LEVELS,
+  },
+  { field: 'summary', label: 'summary', valueType: 'long_text' },
+  { field: 'tags', label: 'tags', valueType: 'tags' },
+  { field: 'do_not_contact', label: 'do not contact', valueType: 'boolean' },
+]
+
+const COMPANY_STANDARD_FIELDS: readonly FormMapStandardField[] = [
+  { field: 'name', label: 'name', valueType: 'text' },
+  { field: 'domain', label: 'domain', valueType: 'text' },
+  { field: 'industry', label: 'industry', valueType: 'text' },
+  { field: 'description', label: 'description', valueType: 'long_text' },
+  {
+    field: 'stage',
+    label: 'stage',
+    valueType: 'enum',
+    enumValues: COMPANY_STAGES,
+  },
+  {
+    field: 'size_band',
+    label: 'size band',
+    valueType: 'enum',
+    enumValues: SIZE_BANDS,
+  },
+  { field: 'hq', label: 'hq', valueType: 'text' },
+  { field: 'website', label: 'website', valueType: 'url' },
+  {
+    field: 'account_type',
+    label: 'account type',
+    valueType: 'enum',
+    enumValues: ACCOUNT_TYPES,
+  },
+  {
+    field: 'icp_fit',
+    label: 'ICP fit',
+    valueType: 'enum',
+    enumValues: ICP_FITS,
+  },
+  { field: 'tech_stack', label: 'tech stack', valueType: 'string_array' },
+  { field: 'summary', label: 'summary', valueType: 'long_text' },
+  { field: 'tags', label: 'tags', valueType: 'tags' },
+]
+
+const POSITION_STANDARD_FIELDS: readonly FormMapStandardField[] = [
+  { field: 'title', label: 'title', valueType: 'text' },
+]
+
+const DEAL_STANDARD_FIELDS: readonly FormMapStandardField[] = [
+  { field: 'name', label: 'name', valueType: 'text' },
+  { field: 'value_cents', label: 'value', valueType: 'number' },
+  { field: 'currency', label: 'currency', valueType: 'text' },
+  { field: 'expected_close', label: 'expected close', valueType: 'date' },
+  { field: 'competitors', label: 'competitors', valueType: 'string_array' },
+  { field: 'risks', label: 'risks', valueType: 'long_text' },
+  { field: 'why_win', label: 'why win', valueType: 'long_text' },
+  { field: 'summary', label: 'summary', valueType: 'long_text' },
+  { field: 'tags', label: 'tags', valueType: 'tags' },
+  { field: 'external_id', label: 'external id', valueType: 'text' },
+]
+
+const OPPORTUNITY_STANDARD_FIELDS: readonly FormMapStandardField[] = [
+  { field: 'name', label: 'name', valueType: 'text' },
+  { field: 'kind', label: 'kind', valueType: 'text' },
+  { field: 'expected_close', label: 'expected close', valueType: 'date' },
+  { field: 'summary', label: 'summary', valueType: 'long_text' },
+  { field: 'tags', label: 'tags', valueType: 'tags' },
+]
+
+const PARTNERSHIP_STANDARD_FIELDS: readonly FormMapStandardField[] = [
+  { field: 'name', label: 'name', valueType: 'text' },
+  { field: 'kind', label: 'kind', valueType: 'text' },
+  { field: 'next_touchpoint', label: 'next touchpoint', valueType: 'date' },
+  { field: 'goals', label: 'goals', valueType: 'long_text' },
+  { field: 'success_looks_like', label: 'success looks like', valueType: 'long_text' },
+  { field: 'summary', label: 'summary', valueType: 'long_text' },
+  { field: 'tags', label: 'tags', valueType: 'tags' },
+]
+
+const ENQUIRY_STANDARD_FIELDS: readonly FormMapStandardField[] = [
+  { field: 'name', label: 'name', valueType: 'text' },
+  { field: 'source', label: 'source', valueType: 'text' },
+  { field: 'summary', label: 'summary', valueType: 'long_text' },
+  { field: 'tags', label: 'tags', valueType: 'tags' },
+]
+
+const RAISE_STANDARD_FIELDS: readonly FormMapStandardField[] = [
+  { field: 'name', label: 'name', valueType: 'text' },
+  { field: 'check_size_cents', label: 'check size', valueType: 'number' },
+  { field: 'currency', label: 'currency', valueType: 'text' },
+  { field: 'thesis_fit', label: 'thesis fit', valueType: 'long_text' },
+  { field: 'pass_reason', label: 'pass reason', valueType: 'long_text' },
+  { field: 'expected_close', label: 'expected close', valueType: 'date' },
+  { field: 'summary', label: 'summary', valueType: 'long_text' },
+  { field: 'tags', label: 'tags', valueType: 'tags' },
+]
+
+/** Standard writable fields per object type, keyed by object. */
+export const FORM_STANDARD_MAP_FIELDS: Readonly<
+  Record<FormMapObjectType, readonly FormMapStandardField[]>
+> = {
+  person: PERSON_STANDARD_FIELDS,
+  company: COMPANY_STANDARD_FIELDS,
+  position: POSITION_STANDARD_FIELDS,
+  deal: DEAL_STANDARD_FIELDS,
+  opportunity: OPPORTUNITY_STANDARD_FIELDS,
+  partnership: PARTNERSHIP_STANDARD_FIELDS,
+  enquiry: ENQUIRY_STANDARD_FIELDS,
+  raise: RAISE_STANDARD_FIELDS,
+}
+
+function standardFieldTarget(objectType: FormMapObjectType, field: FormMapStandardField): string {
+  return `${objectType}.${field.field}`
+}
+
+function standardFieldLabel(objectType: FormMapObjectType, field: FormMapStandardField): string {
+  return `${FORM_MAP_OBJECT_TYPE_LABELS[objectType]} · ${field.label}`
+}
+
+/** Every built-in map target entry, excluding workspace custom fields. */
+export function listStandardMapTargetEntries(): readonly FormMapTargetEntry[] {
+  const entries: FormMapTargetEntry[] = [
+    {
+      target: 'submission',
+      objectType: 'submission',
+      label: 'Submission only',
+      fieldKind: 'special',
+      valueType: 'text',
+    },
+    {
+      target: PERSON_CONSENT_TARGET,
+      objectType: 'consent',
+      label: 'Person · consent',
+      fieldKind: 'special',
+      valueType: 'consent',
+    },
+  ]
+
+  for (const objectType of FORM_MAP_OBJECT_TYPES) {
+    for (const field of FORM_STANDARD_MAP_FIELDS[objectType]) {
+      const entry: FormMapTargetEntry = {
+        target: standardFieldTarget(objectType, field),
+        objectType,
+        label: standardFieldLabel(objectType, field),
+        fieldKind: 'standard',
+        valueType: field.valueType,
+        ...(field.enumValues === undefined ? {} : { enumValues: field.enumValues }),
+      }
+      entries.push(entry)
+    }
+  }
+
+  return entries
+}
+
+/** The wire target string for a workspace custom field definition. */
+export function buildCustomMapTarget(objectType: CustomFieldObjectType, key: string): string {
+  return `${objectType}.custom_fields.${key}`
+}
+
+/** A catalog entry for one workspace custom field definition. */
+export function buildCustomMapTargetEntry(definition: CustomFieldDefinitionRef): FormMapTargetEntry {
+  return {
+    target: buildCustomMapTarget(definition.objectType, definition.key),
+    objectType: definition.objectType,
+    label: `${CUSTOM_FIELD_OBJECT_TYPE_LABELS[definition.objectType]} · ${definition.label} (custom)`,
+    fieldKind: 'custom',
+    valueType: customFieldTypeToMapValueType(definition.type),
+  }
+}
+
+function customFieldTypeToMapValueType(type: CustomFieldType): FormMapValueType {
+  switch (type) {
+    case 'text':
+      return 'text'
+    case 'long_text':
+      return 'long_text'
+    case 'number':
+      return 'number'
+    case 'currency':
+      return 'currency'
+    case 'date':
+      return 'date'
+    case 'checkbox':
+      return 'boolean'
+    case 'select':
+      return 'enum'
+    case 'multi_select':
+      return 'string_array'
+    case 'url':
+      return 'url'
+  }
+}
+
+export interface ParsedFormMapTarget {
+  readonly objectType: FormMapObjectType | 'submission' | 'consent'
+  readonly fieldPath: string
+  readonly isCustomField: boolean
+  readonly customFieldKey?: string | undefined
+}
+
+/** Parses a map target string. Returns undefined when the shape is not recognised. */
+export function parseFormMapTarget(target: string): ParsedFormMapTarget | undefined {
+  if (target === 'submission') {
+    return { objectType: 'submission', fieldPath: 'submission', isCustomField: false }
+  }
+
+  if (target === PERSON_CONSENT_TARGET) {
+    return { objectType: 'consent', fieldPath: 'consent', isCustomField: false }
+  }
+
+  const customMatch = /^([a-z_]+)\.custom_fields\.([a-z][a-z0-9_]*)$/.exec(target)
+
+  if (customMatch !== null) {
+    const objectType = customMatch[1] as FormMapObjectType
+    const key = customMatch[2]
+
+    if (!FORM_MAP_OBJECT_TYPES.includes(objectType)) {
+      return undefined
+    }
+
+    return {
+      objectType,
+      fieldPath: `custom_fields.${key}`,
+      isCustomField: true,
+      customFieldKey: key,
+    }
+  }
+
+  const standardMatch = /^([a-z_]+)\.([a-z_]+)$/.exec(target)
+
+  if (standardMatch === null) {
+    return undefined
+  }
+
+  const objectType = standardMatch[1] as FormMapObjectType
+  const field = standardMatch[2]
+
+  if (field === undefined || !FORM_MAP_OBJECT_TYPES.includes(objectType)) {
+    return undefined
+  }
+
+  const known = FORM_STANDARD_MAP_FIELDS[objectType].some((entry) => entry.field === field)
+
+  if (!known) {
+    return undefined
+  }
+
+  return { objectType, fieldPath: field, isCustomField: false }
+}
+
+/** True when more than one form field may share this target. */
+export function isRepeatableMapTarget(target: string): boolean {
+  return target === 'submission' || target === PERSON_CONSENT_TARGET
+}
+
+function findStandardEntry(target: string): FormMapTargetEntry | undefined {
+  return listStandardMapTargetEntries().find((entry) => entry.target === target)
+}
+
+function findCustomEntry(
+  target: string,
+  definitions: readonly CustomFieldDefinitionRef[],
+): FormMapTargetEntry | undefined {
+  const parsed = parseFormMapTarget(target)
+
+  if (parsed === undefined || !parsed.isCustomField || parsed.customFieldKey === undefined) {
+    return undefined
+  }
+
+  const definition = definitions.find(
+    (row) => row.objectType === parsed.objectType && row.key === parsed.customFieldKey,
+  )
+
+  return definition === undefined ? undefined : buildCustomMapTargetEntry(definition)
+}
+
+/** Resolves a target to its catalog entry, checking custom definitions when needed. */
+export function resolveMapTargetEntry(
+  target: string,
+  customDefinitions: readonly CustomFieldDefinitionRef[] = [],
+): FormMapTargetEntry | undefined {
+  const standard = findStandardEntry(target)
+
+  if (standard !== undefined) {
+    return standard
+  }
+
+  return findCustomEntry(target, customDefinitions)
+}
+
+/** Display label for a map target. Falls back to the raw target string. */
+export function labelForMapTarget(
+  target: string,
+  customDefinitions: readonly CustomFieldDefinitionRef[] = [],
+): string {
+  const legacy =
+    FORM_FIELD_MAP_TARGET_LABELS[target as keyof typeof FORM_FIELD_MAP_TARGET_LABELS]
+
+  if (legacy !== undefined) {
+    return legacy
+  }
+
+  return resolveMapTargetEntry(target, customDefinitions)?.label ?? target
+}
+
+/** Merges the static catalog with workspace custom field definitions. */
+export function listMapTargetEntries(
+  customDefinitions: readonly CustomFieldDefinitionRef[] = [],
+): readonly FormMapTargetEntry[] {
+  return [
+    ...listStandardMapTargetEntries(),
+    ...customDefinitions.map((definition) => buildCustomMapTargetEntry(definition)),
+  ]
+}
+
+/** True when the target is known in the catalog (standard or custom). */
+export function isKnownMapTarget(
+  target: string,
+  customDefinitions: readonly CustomFieldDefinitionRef[] = [],
+): boolean {
+  return resolveMapTargetEntry(target, customDefinitions) !== undefined
+}
+
+/** Suggested form field control type for a map target. */
+export function suggestedFormFieldType(
+  target: string,
+  customDefinitions: readonly CustomFieldDefinitionRef[] = [],
+  current: FormFieldType = 'text',
+): FormFieldType {
+  if (target === PERSON_EMAIL_TARGET) {
+    return 'email'
+  }
+
+  if (target === PERSON_CONSENT_TARGET) {
+    return current === 'notice' ? 'notice' : 'consent'
+  }
+
+  const entry = resolveMapTargetEntry(target, customDefinitions)
+
+  if (entry === undefined) {
+    return current === 'consent' || current === 'notice' ? 'text' : current
+  }
+
+  switch (entry.valueType) {
+    case 'email':
+      return 'email'
+    case 'long_text':
+    case 'consent':
+      return entry.valueType === 'consent'
+        ? current === 'notice'
+          ? 'notice'
+          : 'consent'
+        : 'textarea'
+    case 'enum':
+      return 'select'
+    case 'boolean':
+      return 'select'
+    default:
+      return current === 'consent' || current === 'notice' ? 'text' : current
+  }
+}
+
+/** True when a form field type can reasonably collect an answer for this target. */
+export function isCompatibleFormFieldType(
+  formType: FormFieldType,
+  target: string,
+  customDefinitions: readonly CustomFieldDefinitionRef[] = [],
+): boolean {
+  if (target === PERSON_CONSENT_TARGET) {
+    return formType === 'consent' || formType === 'notice'
+  }
+
+  if (formType === 'consent' || formType === 'notice') {
+    return target === PERSON_CONSENT_TARGET
+  }
+
+  const entry = resolveMapTargetEntry(target, customDefinitions)
+
+  if (entry === undefined) {
+    return false
+  }
+
+  if (entry.objectType === 'submission') {
+    return true
+  }
+
+  switch (entry.valueType) {
+    case 'email':
+      return formType === 'email' || formType === 'text'
+    case 'boolean':
+      return formType === 'select' || formType === 'text'
+    case 'enum':
+      return formType === 'select' || formType === 'text'
+    case 'number':
+    case 'currency':
+    case 'date':
+      return formType === 'text' || formType === 'select'
+    case 'tags':
+    case 'string_array':
+    case 'phones':
+      return formType === 'text' || formType === 'textarea' || formType === 'select'
+    case 'url':
+      return formType === 'text' || formType === 'email'
+    case 'long_text':
+      return formType === 'textarea' || formType === 'text'
+    case 'consent':
+      return false
+    default:
+      return formType === 'text' || formType === 'textarea' || formType === 'email' || formType === 'select'
+  }
+}
+
+/** Meta line for the map-target search picker. */
+export function metaForMapTargetEntry(
+  entry: FormMapTargetEntry,
+  customType?: CustomFieldType,
+): string | undefined {
+  if (entry.fieldKind === 'custom') {
+    return customType === undefined
+      ? 'custom'
+      : `custom · ${CUSTOM_FIELD_TYPE_LABELS[customType]}`
+  }
+
+  if (entry.fieldKind === 'special') {
+    return undefined
+  }
+
+  return entry.valueType
+}
+
+export { PERSON_CONSENT_TARGET, PERSON_EMAIL_TARGET }