@kelpie/server 0.1.0

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Files changed (1146) hide show
  1. package/LICENSE +661 -0
  2. package/README.md +57 -0
  3. package/dist/app.d.ts +36 -0
  4. package/dist/app.d.ts.map +1 -0
  5. package/dist/app.js +98 -0
  6. package/dist/app.js.map +1 -0
  7. package/dist/index.d.ts +46 -0
  8. package/dist/index.d.ts.map +1 -0
  9. package/dist/index.js +26 -0
  10. package/dist/index.js.map +1 -0
  11. package/dist/lib/actor.d.ts +71 -0
  12. package/dist/lib/actor.d.ts.map +1 -0
  13. package/dist/lib/actor.js +48 -0
  14. package/dist/lib/actor.js.map +1 -0
  15. package/dist/lib/changes.d.ts +17 -0
  16. package/dist/lib/changes.d.ts.map +1 -0
  17. package/dist/lib/changes.js +35 -0
  18. package/dist/lib/changes.js.map +1 -0
  19. package/dist/lib/columns.d.ts +152 -0
  20. package/dist/lib/columns.d.ts.map +1 -0
  21. package/dist/lib/columns.js +126 -0
  22. package/dist/lib/columns.js.map +1 -0
  23. package/dist/lib/config.d.ts +36 -0
  24. package/dist/lib/config.d.ts.map +1 -0
  25. package/dist/lib/config.js +52 -0
  26. package/dist/lib/config.js.map +1 -0
  27. package/dist/lib/database.d.ts +57 -0
  28. package/dist/lib/database.d.ts.map +1 -0
  29. package/dist/lib/database.js +91 -0
  30. package/dist/lib/database.js.map +1 -0
  31. package/dist/lib/dates.d.ts +11 -0
  32. package/dist/lib/dates.d.ts.map +1 -0
  33. package/dist/lib/dates.js +17 -0
  34. package/dist/lib/dates.js.map +1 -0
  35. package/dist/lib/email.d.ts +42 -0
  36. package/dist/lib/email.d.ts.map +1 -0
  37. package/dist/lib/email.js +38 -0
  38. package/dist/lib/email.js.map +1 -0
  39. package/dist/lib/errors.d.ts +76 -0
  40. package/dist/lib/errors.d.ts.map +1 -0
  41. package/dist/lib/errors.js +102 -0
  42. package/dist/lib/errors.js.map +1 -0
  43. package/dist/lib/http.d.ts +59 -0
  44. package/dist/lib/http.d.ts.map +1 -0
  45. package/dist/lib/http.js +89 -0
  46. package/dist/lib/http.js.map +1 -0
  47. package/dist/lib/ids.d.ts +55 -0
  48. package/dist/lib/ids.d.ts.map +1 -0
  49. package/dist/lib/ids.js +56 -0
  50. package/dist/lib/ids.js.map +1 -0
  51. package/dist/lib/logger.d.ts +22 -0
  52. package/dist/lib/logger.d.ts.map +1 -0
  53. package/dist/lib/logger.js +43 -0
  54. package/dist/lib/logger.js.map +1 -0
  55. package/dist/lib/moduleConfig.d.ts +14 -0
  56. package/dist/lib/moduleConfig.d.ts.map +1 -0
  57. package/dist/lib/moduleConfig.js +56 -0
  58. package/dist/lib/moduleConfig.js.map +1 -0
  59. package/dist/lib/normalisation.d.ts +19 -0
  60. package/dist/lib/normalisation.d.ts.map +1 -0
  61. package/dist/lib/normalisation.js +32 -0
  62. package/dist/lib/normalisation.js.map +1 -0
  63. package/dist/lib/pagination.d.ts +104 -0
  64. package/dist/lib/pagination.d.ts.map +1 -0
  65. package/dist/lib/pagination.js +189 -0
  66. package/dist/lib/pagination.js.map +1 -0
  67. package/dist/lib/passwords.d.ts +32 -0
  68. package/dist/lib/passwords.d.ts.map +1 -0
  69. package/dist/lib/passwords.js +51 -0
  70. package/dist/lib/passwords.js.map +1 -0
  71. package/dist/lib/search.d.ts +11 -0
  72. package/dist/lib/search.d.ts.map +1 -0
  73. package/dist/lib/search.js +25 -0
  74. package/dist/lib/search.js.map +1 -0
  75. package/dist/lib/secrets.d.ts +40 -0
  76. package/dist/lib/secrets.d.ts.map +1 -0
  77. package/dist/lib/secrets.js +152 -0
  78. package/dist/lib/secrets.js.map +1 -0
  79. package/dist/lib/timezones.d.ts +38 -0
  80. package/dist/lib/timezones.d.ts.map +1 -0
  81. package/dist/lib/timezones.js +55 -0
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  83. package/dist/lib/tokens.d.ts +10 -0
  84. package/dist/lib/tokens.d.ts.map +1 -0
  85. package/dist/lib/tokens.js +31 -0
  86. package/dist/lib/tokens.js.map +1 -0
  87. package/dist/lib/url.d.ts +25 -0
  88. package/dist/lib/url.d.ts.map +1 -0
  89. package/dist/lib/url.js +41 -0
  90. package/dist/lib/url.js.map +1 -0
  91. package/dist/modules/activities/index.d.ts +18 -0
  92. package/dist/modules/activities/index.d.ts.map +1 -0
  93. package/dist/modules/activities/index.js +34 -0
  94. package/dist/modules/activities/index.js.map +1 -0
  95. package/dist/modules/activities/recorder.d.ts +53 -0
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  97. package/dist/modules/activities/recorder.js +36 -0
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  99. package/dist/modules/activities/repository.d.ts +52 -0
  100. package/dist/modules/activities/repository.d.ts.map +1 -0
  101. package/dist/modules/activities/repository.js +127 -0
  102. package/dist/modules/activities/repository.js.map +1 -0
  103. package/dist/modules/activities/routes.d.ts +17 -0
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  105. package/dist/modules/activities/routes.js +45 -0
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  107. package/dist/modules/activities/schema.d.ts +188 -0
  108. package/dist/modules/activities/schema.d.ts.map +1 -0
  109. package/dist/modules/activities/schema.js +34 -0
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  111. package/dist/modules/activities/service.d.ts +32 -0
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  113. package/dist/modules/activities/service.js +28 -0
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  115. package/dist/modules/activities/tools.d.ts +4 -0
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  117. package/dist/modules/activities/tools.js +26 -0
  118. package/dist/modules/activities/tools.js.map +1 -0
  119. package/dist/modules/activities/wording.d.ts +79 -0
  120. package/dist/modules/activities/wording.d.ts.map +1 -0
  121. package/dist/modules/activities/wording.js +134 -0
  122. package/dist/modules/activities/wording.js.map +1 -0
  123. package/dist/modules/agent-tasks/catalog.d.ts +16 -0
  124. package/dist/modules/agent-tasks/catalog.d.ts.map +1 -0
  125. package/dist/modules/agent-tasks/catalog.js +694 -0
  126. package/dist/modules/agent-tasks/catalog.js.map +1 -0
  127. package/dist/modules/agent-tasks/dispatch.d.ts +61 -0
  128. package/dist/modules/agent-tasks/dispatch.d.ts.map +1 -0
  129. package/dist/modules/agent-tasks/dispatch.js +139 -0
  130. package/dist/modules/agent-tasks/dispatch.js.map +1 -0
  131. package/dist/modules/agent-tasks/index.d.ts +17 -0
  132. package/dist/modules/agent-tasks/index.d.ts.map +1 -0
  133. package/dist/modules/agent-tasks/index.js +54 -0
  134. package/dist/modules/agent-tasks/index.js.map +1 -0
  135. package/dist/modules/agent-tasks/prompt.d.ts +41 -0
  136. package/dist/modules/agent-tasks/prompt.d.ts.map +1 -0
  137. package/dist/modules/agent-tasks/prompt.js +78 -0
  138. package/dist/modules/agent-tasks/prompt.js.map +1 -0
  139. package/dist/modules/agent-tasks/repository.d.ts +32 -0
  140. package/dist/modules/agent-tasks/repository.d.ts.map +1 -0
  141. package/dist/modules/agent-tasks/repository.js +83 -0
  142. package/dist/modules/agent-tasks/repository.js.map +1 -0
  143. package/dist/modules/agent-tasks/resolve.d.ts +44 -0
  144. package/dist/modules/agent-tasks/resolve.d.ts.map +1 -0
  145. package/dist/modules/agent-tasks/resolve.js +396 -0
  146. package/dist/modules/agent-tasks/resolve.js.map +1 -0
  147. package/dist/modules/agent-tasks/routes.d.ts +55 -0
  148. package/dist/modules/agent-tasks/routes.d.ts.map +1 -0
  149. package/dist/modules/agent-tasks/routes.js +173 -0
  150. package/dist/modules/agent-tasks/routes.js.map +1 -0
  151. package/dist/modules/agent-tasks/schema.d.ts +346 -0
  152. package/dist/modules/agent-tasks/schema.d.ts.map +1 -0
  153. package/dist/modules/agent-tasks/schema.js +47 -0
  154. package/dist/modules/agent-tasks/schema.js.map +1 -0
  155. package/dist/modules/agent-tasks/service.d.ts +79 -0
  156. package/dist/modules/agent-tasks/service.d.ts.map +1 -0
  157. package/dist/modules/agent-tasks/service.js +210 -0
  158. package/dist/modules/agent-tasks/service.js.map +1 -0
  159. package/dist/modules/agent-tasks/wire.d.ts +35 -0
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  161. package/dist/modules/agent-tasks/wire.js +31 -0
  162. package/dist/modules/agent-tasks/wire.js.map +1 -0
  163. package/dist/modules/api-keys/index.d.ts +9 -0
  164. package/dist/modules/api-keys/index.d.ts.map +1 -0
  165. package/dist/modules/api-keys/index.js +29 -0
  166. package/dist/modules/api-keys/index.js.map +1 -0
  167. package/dist/modules/api-keys/keys.d.ts +25 -0
  168. package/dist/modules/api-keys/keys.d.ts.map +1 -0
  169. package/dist/modules/api-keys/keys.js +40 -0
  170. package/dist/modules/api-keys/keys.js.map +1 -0
  171. package/dist/modules/api-keys/repository.d.ts +15 -0
  172. package/dist/modules/api-keys/repository.d.ts.map +1 -0
  173. package/dist/modules/api-keys/repository.js +48 -0
  174. package/dist/modules/api-keys/repository.js.map +1 -0
  175. package/dist/modules/api-keys/routes.d.ts +8 -0
  176. package/dist/modules/api-keys/routes.d.ts.map +1 -0
  177. package/dist/modules/api-keys/routes.js +52 -0
  178. package/dist/modules/api-keys/routes.js.map +1 -0
  179. package/dist/modules/api-keys/schema.d.ts +166 -0
  180. package/dist/modules/api-keys/schema.d.ts.map +1 -0
  181. package/dist/modules/api-keys/schema.js +23 -0
  182. package/dist/modules/api-keys/schema.js.map +1 -0
  183. package/dist/modules/api-keys/service.d.ts +37 -0
  184. package/dist/modules/api-keys/service.d.ts.map +1 -0
  185. package/dist/modules/api-keys/service.js +95 -0
  186. package/dist/modules/api-keys/service.js.map +1 -0
  187. package/dist/modules/attachedRecords.d.ts +39 -0
  188. package/dist/modules/attachedRecords.d.ts.map +1 -0
  189. package/dist/modules/attachedRecords.js +52 -0
  190. package/dist/modules/attachedRecords.js.map +1 -0
  191. package/dist/modules/auth/actor.d.ts +11 -0
  192. package/dist/modules/auth/actor.d.ts.map +1 -0
  193. package/dist/modules/auth/actor.js +10 -0
  194. package/dist/modules/auth/actor.js.map +1 -0
  195. package/dist/modules/auth/credentials.d.ts +18 -0
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  197. package/dist/modules/auth/credentials.js +105 -0
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  199. package/dist/modules/auth/index.d.ts +3 -0
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  203. package/dist/modules/auth/preferences.d.ts +34 -0
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  207. package/dist/modules/auth/repository.d.ts +54 -0
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  211. package/dist/modules/auth/routes.d.ts +10 -0
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  215. package/dist/modules/auth/schema.d.ts +530 -0
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  219. package/dist/modules/auth/service.d.ts +73 -0
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  223. package/dist/modules/auth/session.d.ts +16 -0
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  227. package/dist/modules/companies/index.d.ts +9 -0
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  235. package/dist/modules/companies/routes.d.ts +89 -0
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  237. package/dist/modules/companies/routes.js +125 -0
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  239. package/dist/modules/companies/schema.d.ts +381 -0
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  259. package/dist/modules/dashboard/attention.d.ts +39 -0
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  1075. package/src/modules/people/tools.ts +32 -0
  1076. package/src/modules/pipelines/index.ts +43 -0
  1077. package/src/modules/pipelines/repository.ts +116 -0
  1078. package/src/modules/pipelines/routes.ts +157 -0
  1079. package/src/modules/pipelines/schema.ts +37 -0
  1080. package/src/modules/pipelines/service.ts +339 -0
  1081. package/src/modules/pipelines/tools.ts +52 -0
  1082. package/src/modules/plans/index.ts +39 -0
  1083. package/src/modules/plans/repository.ts +174 -0
  1084. package/src/modules/plans/routes.ts +212 -0
  1085. package/src/modules/plans/schema.ts +45 -0
  1086. package/src/modules/plans/service.ts +223 -0
  1087. package/src/modules/plans/tools.ts +45 -0
  1088. package/src/modules/positions/index.ts +42 -0
  1089. package/src/modules/positions/repository.ts +136 -0
  1090. package/src/modules/positions/routes.ts +97 -0
  1091. package/src/modules/positions/schema.ts +42 -0
  1092. package/src/modules/positions/service.ts +253 -0
  1093. package/src/modules/positions/tools.ts +32 -0
  1094. package/src/modules/raises/index.ts +44 -0
  1095. package/src/modules/raises/repository.ts +254 -0
  1096. package/src/modules/raises/routes.ts +160 -0
  1097. package/src/modules/raises/schema.ts +66 -0
  1098. package/src/modules/raises/service.ts +442 -0
  1099. package/src/modules/raises/tools.ts +39 -0
  1100. package/src/modules/recordTargets.ts +194 -0
  1101. package/src/modules/references.ts +44 -0
  1102. package/src/modules/reseal.ts +178 -0
  1103. package/src/modules/search/index.ts +55 -0
  1104. package/src/modules/search/query.ts +104 -0
  1105. package/src/modules/search/repository.ts +388 -0
  1106. package/src/modules/search/routes.ts +131 -0
  1107. package/src/modules/search/service.ts +153 -0
  1108. package/src/modules/search/tools.ts +60 -0
  1109. package/src/modules/stagedRecords.ts +91 -0
  1110. package/src/modules/webhooks/delivery.ts +349 -0
  1111. package/src/modules/webhooks/index.ts +85 -0
  1112. package/src/modules/webhooks/payloads.ts +84 -0
  1113. package/src/modules/webhooks/repository.ts +244 -0
  1114. package/src/modules/webhooks/routes.ts +240 -0
  1115. package/src/modules/webhooks/schema.ts +78 -0
  1116. package/src/modules/webhooks/service.ts +347 -0
  1117. package/src/modules/webhooks/signing.ts +95 -0
  1118. package/src/modules/webhooks/tools.ts +108 -0
  1119. package/src/modules/webhooks/url.ts +21 -0
  1120. package/src/modules/workspace/capabilities.ts +14 -0
  1121. package/src/modules/workspace/idempotencyMiddleware.ts +207 -0
  1122. package/src/modules/workspace/idempotencyRepository.ts +111 -0
  1123. package/src/modules/workspace/index.ts +64 -0
  1124. package/src/modules/workspace/repository.ts +420 -0
  1125. package/src/modules/workspace/roles.ts +38 -0
  1126. package/src/modules/workspace/routes.ts +255 -0
  1127. package/src/modules/workspace/schema.ts +130 -0
  1128. package/src/modules/workspace/service.ts +798 -0
  1129. package/src/modules/workspace/starters.ts +69 -0
  1130. package/src/modules/workspace/tools.ts +141 -0
  1131. package/src/runtime/entitlements.ts +142 -0
  1132. package/src/runtime/events.ts +185 -0
  1133. package/src/runtime/migrate.ts +75 -0
  1134. package/src/runtime/module.ts +147 -0
  1135. package/src/runtime/moduleConfig.ts +68 -0
  1136. package/src/runtime/order.ts +90 -0
  1137. package/src/runtime/registry.ts +263 -0
  1138. package/src/runtime/transaction.ts +80 -0
  1139. package/src/schema/index.ts +30 -0
  1140. package/src/testing/app.ts +79 -0
  1141. package/src/testing/client.ts +118 -0
  1142. package/src/testing/database.ts +106 -0
  1143. package/src/testing/environment.ts +22 -0
  1144. package/src/testing/fixtures.ts +70 -0
  1145. package/src/testing/index.ts +13 -0
  1146. package/src/testing/services.ts +67 -0
@@ -0,0 +1,442 @@
1
+ import { changedKeys } from '../../lib/changes.ts'
2
+ import type { Database } from '../../lib/database.ts'
3
+ import { AppError } from '../../lib/errors.ts'
4
+ import type { IdFactory } from '../../lib/ids.ts'
5
+ import { readListWindow, toPage } from '../../lib/pagination.ts'
6
+ import type { ListQueryParameters, Page } from '../../lib/pagination.ts'
7
+ import type { TransactionScope } from '../../runtime/transaction.ts'
8
+ import type { ActivityRecorder } from '../activities/recorder.ts'
9
+ import {
10
+ describeCreation,
11
+ describeLink,
12
+ describeStageChange,
13
+ describeUnlink,
14
+ describeUpdate,
15
+ } from '../activities/wording.ts'
16
+ import type { FieldLabels } from '../activities/wording.ts'
17
+ import type { Actor } from '../auth/actor.ts'
18
+ import { actorMemberId, requireWorkspaceId } from '../auth/actor.ts'
19
+ import { deleteRecordsAttachedTo } from '../attachedRecords.ts'
20
+ import * as companyRepository from '../companies/repository.ts'
21
+ import * as pipelineRepository from '../pipelines/repository.ts'
22
+ import type { PipelineStageRecord } from '../pipelines/repository.ts'
23
+ import * as repository from './repository.ts'
24
+ import { DEFAULT_RAISE_SORT, RAISE_SORTS } from './repository.ts'
25
+ import type { RaiseFilters, RaiseRecord } from './repository.ts'
26
+
27
+ /**
28
+ * Raises: one fundraising process per firm per round, ending at closed or
29
+ * passed. The firm is `company_id`; the ongoing relationship with that firm
30
+ * stays a Partnership (`brief.md`).
31
+ *
32
+ * Key people attach through `raise_people` and appear as `person_ids` on the
33
+ * wire, and the check size is integer cents plus an ISO 4217 code, both the
34
+ * Deals mechanics. A stage move is an ordinary PATCH of `stage_id`, and it is
35
+ * the one change that files a `stage_changed` activity and a `stage.changed`
36
+ * event instead of the generic update pair.
37
+ */
38
+
39
+ export interface RaisesDependencies {
40
+ readonly db: Database
41
+ readonly transaction: TransactionScope
42
+ readonly createId: IdFactory
43
+ readonly now: () => Date
44
+ readonly recordActivity: ActivityRecorder
45
+ }
46
+
47
+ /** What a changed column is called on a timeline. The mockup says Firm and Target close, not Company and Expected close. */
48
+ const RAISE_FIELD_LABELS: FieldLabels = {
49
+ name: 'Name',
50
+ companyId: 'Firm',
51
+ checkSizeCents: 'Check size',
52
+ currency: 'Currency',
53
+ thesisFit: 'Thesis fit',
54
+ passReason: 'Pass reason',
55
+ ownerId: 'Owner',
56
+ expectedClose: 'Target close',
57
+ summary: 'Summary',
58
+ tags: 'Tags',
59
+ }
60
+
61
+ /** A raise as the API returns one: the stored row minus tenancy, plus its people. */
62
+ export type RaiseView = Omit<RaiseRecord, 'workspaceId'> & {
63
+ readonly personIds: readonly string[]
64
+ }
65
+
66
+ export interface CreateRaiseInput {
67
+ readonly name: string
68
+ readonly companyId: string
69
+ /** Absent means the pipeline's default stage: the first open one. */
70
+ readonly stageId: string | undefined
71
+ readonly checkSizeCents: number | null
72
+ readonly currency: string | null
73
+ readonly thesisFit: string
74
+ /**
75
+ * Null until they say no. Not gated on the passed stage: the mockup keeps a
76
+ * recorded reason visible wherever the raise sits, so the API stores it the
77
+ * same way.
78
+ */
79
+ readonly passReason: string | null
80
+ /** Absent means the caller: the member creating a raise starts as its owner. */
81
+ readonly ownerId: string | null | undefined
82
+ /**
83
+ * Null rather than the mockup's invented today; a fabricated close date is
84
+ * worse than an absent one for agents.
85
+ */
86
+ readonly expectedClose: string | null
87
+ readonly personIds: readonly string[]
88
+ readonly summary: string
89
+ readonly tags: readonly string[]
90
+ }
91
+
92
+ /** PATCH semantics: an absent field is left alone, and null clears a nullable one. */
93
+ export interface UpdateRaiseInput {
94
+ readonly name?: string | undefined
95
+ readonly companyId?: string | undefined
96
+ readonly stageId?: string | undefined
97
+ readonly checkSizeCents?: number | null | undefined
98
+ readonly currency?: string | null | undefined
99
+ readonly thesisFit?: string | undefined
100
+ readonly passReason?: string | null | undefined
101
+ readonly ownerId?: string | null | undefined
102
+ readonly expectedClose?: string | null | undefined
103
+ /** Replaces the set. The service works out who was added and who left. */
104
+ readonly personIds?: readonly string[] | undefined
105
+ readonly summary?: string | undefined
106
+ readonly tags?: readonly string[] | undefined
107
+ }
108
+
109
+ export interface RaisesService {
110
+ list(actor: Actor, filters: RaiseFilters, query: ListQueryParameters): Promise<Page<RaiseView>>
111
+ get(actor: Actor, id: string): Promise<RaiseView>
112
+ create(actor: Actor, input: CreateRaiseInput): Promise<RaiseView>
113
+ update(actor: Actor, id: string, changes: UpdateRaiseInput): Promise<RaiseView>
114
+ remove(actor: Actor, id: string): Promise<void>
115
+ }
116
+
117
+ function toView(record: RaiseRecord, personIds: readonly string[]): RaiseView {
118
+ const { workspaceId: _workspaceId, ...view } = record
119
+
120
+ return { ...view, personIds }
121
+ }
122
+
123
+ function toStoredColumns(input: UpdateRaiseInput): Partial<repository.RaiseColumns> {
124
+ return {
125
+ ...(input.name === undefined ? {} : { name: input.name }),
126
+ ...(input.companyId === undefined ? {} : { companyId: input.companyId }),
127
+ ...(input.stageId === undefined ? {} : { stageId: input.stageId }),
128
+ ...(input.checkSizeCents === undefined ? {} : { checkSizeCents: input.checkSizeCents }),
129
+ ...(input.currency === undefined ? {} : { currency: input.currency }),
130
+ ...(input.thesisFit === undefined ? {} : { thesisFit: input.thesisFit }),
131
+ ...(input.passReason === undefined ? {} : { passReason: input.passReason }),
132
+ ...(input.ownerId === undefined ? {} : { ownerId: input.ownerId }),
133
+ ...(input.expectedClose === undefined ? {} : { expectedClose: input.expectedClose }),
134
+ ...(input.summary === undefined ? {} : { summary: input.summary }),
135
+ ...(input.tags === undefined ? {} : { tags: [...input.tags] }),
136
+ }
137
+ }
138
+
139
+ export function createRaisesService(dependencies: RaisesDependencies): RaisesService {
140
+ async function require(workspaceId: string, id: string): Promise<RaiseRecord> {
141
+ const raise = await repository.findRaise(dependencies.db, workspaceId, id)
142
+
143
+ if (raise === undefined) {
144
+ throw AppError.notFound('Raise not found')
145
+ }
146
+
147
+ return raise
148
+ }
149
+
150
+ async function requireCompany(workspaceId: string, companyId: string): Promise<void> {
151
+ const company = await companyRepository.findCompany(dependencies.db, workspaceId, companyId)
152
+
153
+ if (company === undefined) {
154
+ throw AppError.notFound('Company not found')
155
+ }
156
+ }
157
+
158
+ /**
159
+ * A stage a raise may sit in: exists in this workspace and belongs to the
160
+ * raise pipeline. The wrong-workspace case reads as missing, per `api.md`;
161
+ * the wrong-pipeline case is a request naming a real stage that can never
162
+ * hold a raise, which is a validation error rather than a missing record.
163
+ */
164
+ async function requireRaiseStage(
165
+ workspaceId: string,
166
+ stageId: string,
167
+ ): Promise<PipelineStageRecord> {
168
+ const stage = await pipelineRepository.findStage(dependencies.db, workspaceId, stageId)
169
+
170
+ if (stage === undefined) {
171
+ throw AppError.notFound('Pipeline stage not found')
172
+ }
173
+
174
+ if (stage.kind !== 'raise') {
175
+ throw AppError.validationFailed('That stage is not part of the raise pipeline', [
176
+ { field: 'stage_id', message: `It belongs to the ${stage.kind} pipeline` },
177
+ ])
178
+ }
179
+
180
+ return stage
181
+ }
182
+
183
+ /** The default stage for a new raise: the first open one, or the first if none are open. */
184
+ async function defaultRaiseStage(workspaceId: string): Promise<PipelineStageRecord> {
185
+ const rows = await pipelineRepository.listStagesOfKind(dependencies.db, workspaceId, 'raise')
186
+ const first = rows.find((row) => row.open) ?? rows[0]
187
+
188
+ if (first === undefined) {
189
+ // Unreachable through the API: workspaces seed stages and the last stage
190
+ // of a pipeline cannot be removed.
191
+ throw AppError.conflict('This workspace has no raise stages')
192
+ }
193
+
194
+ return first
195
+ }
196
+
197
+ async function requireOwner(workspaceId: string, ownerId: string): Promise<void> {
198
+ if (!(await repository.memberExists(dependencies.db, workspaceId, ownerId))) {
199
+ throw AppError.notFound('Team member not found')
200
+ }
201
+ }
202
+
203
+ /** @returns Each person's name, for the link activities. Any id missing here is a 404. */
204
+ async function requirePeople(
205
+ workspaceId: string,
206
+ personIds: readonly string[],
207
+ ): Promise<ReadonlyMap<string, string>> {
208
+ const named = await repository.findPeopleNamed(dependencies.db, workspaceId, personIds)
209
+ const missing = personIds.filter((id) => !named.has(id))
210
+
211
+ if (missing.length > 0) {
212
+ throw new AppError(
213
+ 'not_found',
214
+ 'Person not found',
215
+ missing.map((id) => ({ field: 'person_ids', message: `No person ${id} here` })),
216
+ )
217
+ }
218
+
219
+ return named
220
+ }
221
+
222
+ /** @returns The page's views, with every raise's people fetched in one query. */
223
+ async function toViews(records: readonly RaiseRecord[]): Promise<RaiseView[]> {
224
+ const peopleByRaise = await repository.listPersonIdsFor(
225
+ dependencies.db,
226
+ records.map((record) => record.id),
227
+ )
228
+
229
+ return records.map((record) => toView(record, peopleByRaise.get(record.id) ?? []))
230
+ }
231
+
232
+ return {
233
+ async list(actor, filters, query) {
234
+ const workspaceId = requireWorkspaceId(actor)
235
+ const window = readListWindow(query, RAISE_SORTS, DEFAULT_RAISE_SORT)
236
+ const rows = await repository.listRaises(dependencies.db, workspaceId, filters, window)
237
+ const page = toPage(rows, window, (raise) => raise.id)
238
+
239
+ return { items: await toViews(page.items), nextCursor: page.nextCursor }
240
+ },
241
+
242
+ async get(actor, id) {
243
+ const workspaceId = requireWorkspaceId(actor)
244
+ const raise = await require(workspaceId, id)
245
+
246
+ return toView(raise, await repository.listPersonIds(dependencies.db, id))
247
+ },
248
+
249
+ async create(actor, input) {
250
+ const workspaceId = requireWorkspaceId(actor)
251
+
252
+ await requireCompany(workspaceId, input.companyId)
253
+
254
+ const stage =
255
+ input.stageId === undefined
256
+ ? await defaultRaiseStage(workspaceId)
257
+ : await requireRaiseStage(workspaceId, input.stageId)
258
+ const ownerId = input.ownerId === undefined ? actorMemberId(actor) : input.ownerId
259
+
260
+ if (ownerId !== null) {
261
+ await requireOwner(workspaceId, ownerId)
262
+ }
263
+
264
+ const personIds = [...new Set(input.personIds)]
265
+ const named = await requirePeople(workspaceId, personIds)
266
+ const id = dependencies.createId('raise')
267
+
268
+ return dependencies.transaction(async ({ tx, events }) => {
269
+ const created = await repository.insertRaise(tx, {
270
+ id,
271
+ workspaceId,
272
+ name: input.name,
273
+ companyId: input.companyId,
274
+ stageId: stage.id,
275
+ checkSizeCents: input.checkSizeCents,
276
+ currency: input.currency,
277
+ thesisFit: input.thesisFit,
278
+ passReason: input.passReason,
279
+ ownerId,
280
+ expectedClose: input.expectedClose,
281
+ summary: input.summary,
282
+ tags: [...input.tags],
283
+ })
284
+
285
+ await repository.insertRaisePeople(tx, id, personIds)
286
+
287
+ await dependencies.recordActivity(tx, workspaceId, actor, {
288
+ targetType: 'raise',
289
+ targetId: id,
290
+ kind: 'created',
291
+ ...describeCreation('Raise'),
292
+ })
293
+
294
+ // One row per person, so the timeline names who was on it from day one.
295
+ for (const personId of personIds) {
296
+ await dependencies.recordActivity(tx, workspaceId, actor, {
297
+ targetType: 'raise',
298
+ targetId: id,
299
+ kind: 'linked',
300
+ ...describeLink('person', named.get(personId) ?? personId),
301
+ })
302
+ }
303
+
304
+ events.emit('record.created', { workspaceId, objectType: 'raise', recordId: id })
305
+
306
+ return toView(created, personIds)
307
+ })
308
+ },
309
+
310
+ async update(actor, id, changes) {
311
+ const workspaceId = requireWorkspaceId(actor)
312
+ const existing = await require(workspaceId, id)
313
+
314
+ if (changes.companyId !== undefined && changes.companyId !== existing.companyId) {
315
+ await requireCompany(workspaceId, changes.companyId)
316
+ }
317
+
318
+ const stageMove =
319
+ changes.stageId === undefined || changes.stageId === existing.stageId
320
+ ? undefined
321
+ : {
322
+ from: await requireRaiseStage(workspaceId, existing.stageId),
323
+ to: await requireRaiseStage(workspaceId, changes.stageId),
324
+ }
325
+
326
+ if (typeof changes.ownerId === 'string' && changes.ownerId !== existing.ownerId) {
327
+ await requireOwner(workspaceId, changes.ownerId)
328
+ }
329
+
330
+ const currentPeople = await repository.listPersonIds(dependencies.db, id)
331
+ const nextPeople =
332
+ changes.personIds === undefined ? undefined : [...new Set(changes.personIds)]
333
+ const added =
334
+ nextPeople === undefined
335
+ ? []
336
+ : nextPeople.filter((personId) => !currentPeople.includes(personId))
337
+ const removed =
338
+ nextPeople === undefined
339
+ ? []
340
+ : currentPeople.filter((personId) => !nextPeople.includes(personId))
341
+ const named = await requirePeople(workspaceId, [...added, ...removed])
342
+
343
+ const columns = toStoredColumns(changes)
344
+ const changed = changedKeys(existing, columns)
345
+ const linksChanged = added.length > 0 || removed.length > 0
346
+
347
+ if (changed.length === 0 && !linksChanged) {
348
+ return toView(existing, currentPeople)
349
+ }
350
+
351
+ return dependencies.transaction(async ({ tx, events }) => {
352
+ const updated = await repository.updateRaise(tx, workspaceId, id, {
353
+ ...columns,
354
+ updatedAt: dependencies.now(),
355
+ })
356
+
357
+ if (updated === undefined) {
358
+ throw AppError.notFound('Raise not found')
359
+ }
360
+
361
+ await repository.insertRaisePeople(tx, id, added)
362
+ await repository.deleteRaisePeople(tx, id, removed)
363
+
364
+ if (stageMove !== undefined) {
365
+ await dependencies.recordActivity(tx, workspaceId, actor, {
366
+ targetType: 'raise',
367
+ targetId: id,
368
+ kind: 'stage_changed',
369
+ ...describeStageChange(stageMove.from.label, stageMove.to.label),
370
+ })
371
+ }
372
+
373
+ const otherChanged = changed.filter((field) => field !== 'stageId')
374
+
375
+ if (otherChanged.length > 0) {
376
+ await dependencies.recordActivity(tx, workspaceId, actor, {
377
+ targetType: 'raise',
378
+ targetId: id,
379
+ kind: 'updated',
380
+ ...describeUpdate(otherChanged, RAISE_FIELD_LABELS, existing, columns),
381
+ })
382
+ }
383
+
384
+ // Links land on the raise's timeline only. A person's page does not roll
385
+ // up raise activity — the mockup's roll-up for a person is deals and
386
+ // partnerships — so this is where the row is read from a related page too.
387
+ for (const personId of added) {
388
+ await dependencies.recordActivity(tx, workspaceId, actor, {
389
+ targetType: 'raise',
390
+ targetId: id,
391
+ kind: 'linked',
392
+ ...describeLink('person', named.get(personId) ?? personId),
393
+ })
394
+ }
395
+
396
+ for (const personId of removed) {
397
+ await dependencies.recordActivity(tx, workspaceId, actor, {
398
+ targetType: 'raise',
399
+ targetId: id,
400
+ kind: 'unlinked',
401
+ ...describeUnlink('person', named.get(personId) ?? personId),
402
+ })
403
+ }
404
+
405
+ events.emit('record.updated', {
406
+ workspaceId,
407
+ objectType: 'raise',
408
+ recordId: id,
409
+ changedFields: linksChanged ? [...changed, 'personIds'] : changed,
410
+ })
411
+
412
+ if (stageMove !== undefined) {
413
+ events.emit('stage.changed', {
414
+ workspaceId,
415
+ objectType: 'raise',
416
+ recordId: id,
417
+ fromStageId: stageMove.from.id,
418
+ toStageId: stageMove.to.id,
419
+ })
420
+ }
421
+
422
+ return toView(updated, nextPeople ?? currentPeople)
423
+ })
424
+ },
425
+
426
+ async remove(actor, id) {
427
+ const workspaceId = requireWorkspaceId(actor)
428
+
429
+ await dependencies.transaction(async ({ tx, events }) => {
430
+ await require(workspaceId, id)
431
+
432
+ // `raise_people` dies with the raise through its foreign key; notes,
433
+ // activities, decisions and plan items have no key, so they are removed
434
+ // here, in the same transaction.
435
+ await deleteRecordsAttachedTo(tx, workspaceId, 'raise', id)
436
+ await repository.deleteRaise(tx, workspaceId, id)
437
+
438
+ events.emit('record.deleted', { workspaceId, objectType: 'raise', recordId: id })
439
+ })
440
+ },
441
+ }
442
+ }
@@ -0,0 +1,39 @@
1
+ import { z } from 'zod'
2
+
3
+ import type { McpToolRegistry } from '../../runtime/module.ts'
4
+ import { idArg, idSetArg, listWindowShape, registerCrudTools, termArg, toSet } from '../crudTools.ts'
5
+ import { createBody, raiseResponse, toCreateInput, toUpdateInput, updateBody } from './routes.ts'
6
+ import type { RaisesService } from './service.ts'
7
+
8
+ /** `raises_*`. Same schemas and mappers as `/v1/raises`. */
9
+
10
+ const listArgs = z.strictObject({
11
+ ...listWindowShape,
12
+ q: termArg,
13
+ company_id: idSetArg.optional().describe('Only raises with these firms.'),
14
+ stage_id: idSetArg.optional().describe('Only raises in these pipeline stages.'),
15
+ person_id: idSetArg.optional().describe('Only raises one of these people is key on.'),
16
+ })
17
+
18
+ export function registerRaisesTools(mcp: McpToolRegistry, service: RaisesService): void {
19
+ registerCrudTools(mcp, {
20
+ resource: 'raises',
21
+ subject: 'raise',
22
+ about:
23
+ 'One firm\'s progress through one funding round: thesis fit, check size, pass reason. ' +
24
+ 'The standing relationship with that firm is a partnership.',
25
+ service,
26
+ render: raiseResponse,
27
+ listArgs,
28
+ toFilters: (args) => ({
29
+ term: args.q,
30
+ companyIds: toSet(args.company_id),
31
+ stageIds: toSet(args.stage_id),
32
+ personIds: toSet(args.person_id),
33
+ }),
34
+ createArgs: createBody,
35
+ toCreateInput,
36
+ updateArgs: updateBody.extend({ id: idArg }),
37
+ toUpdateInput,
38
+ })
39
+ }
@@ -0,0 +1,194 @@
1
+ import { and, eq, inArray, sql } from 'drizzle-orm'
2
+ import type { PgColumn, PgTable } from 'drizzle-orm/pg-core'
3
+
4
+ import type { Queryable } from '../runtime/transaction.ts'
5
+ import { companies } from './companies/schema.ts'
6
+ import { deals } from './deals/schema.ts'
7
+ import { candidates } from './hiring/schema.ts'
8
+ import { RECORD_TARGET_TYPES } from './notes/schema.ts'
9
+ import { opportunities } from './opportunities/schema.ts'
10
+ import { partnerships } from './partnerships/schema.ts'
11
+ import { people } from './people/schema.ts'
12
+ import { raises } from './raises/schema.ts'
13
+
14
+ /**
15
+ * Resolving a polymorphic `target_type` + `target_id` to the record it names.
16
+ *
17
+ * Notes and activities carry no foreign key to their target, so nothing in the
18
+ * database refuses a note attached to an id that does not exist, or to one that
19
+ * belongs to another workspace. This is where that is refused instead.
20
+ *
21
+ * Reading seven modules' tables rather than composing seven repositories is the
22
+ * rule already set for a filter that spans a relation (`architecture.md`): the
23
+ * alternative here is a switch that imports seven services to ask each of them
24
+ * one boolean.
25
+ */
26
+
27
+ export type RecordTargetType = (typeof RECORD_TARGET_TYPES)[number]
28
+
29
+ interface TargetTable {
30
+ readonly table: PgTable
31
+ readonly id: PgColumn
32
+ readonly workspaceId: PgColumn
33
+ /**
34
+ * The column holding the record's display name, absent when the record has no
35
+ * name of its own. A Candidate is the only such type: it is a Person-to-Role
36
+ * link, so what a reader calls it lives on two other rows.
37
+ */
38
+ readonly name?: PgColumn
39
+ }
40
+
41
+ function targetTable(
42
+ table: PgTable,
43
+ id: PgColumn,
44
+ workspaceId: PgColumn,
45
+ name?: PgColumn,
46
+ ): TargetTable {
47
+ return { table, id, workspaceId, ...(name === undefined ? {} : { name }) }
48
+ }
49
+
50
+ const TABLES: Readonly<Record<RecordTargetType, TargetTable>> = {
51
+ person: targetTable(people, people.id, people.workspaceId, people.name),
52
+ company: targetTable(companies, companies.id, companies.workspaceId, companies.name),
53
+ deal: targetTable(deals, deals.id, deals.workspaceId, deals.name),
54
+ opportunity: targetTable(
55
+ opportunities,
56
+ opportunities.id,
57
+ opportunities.workspaceId,
58
+ opportunities.name,
59
+ ),
60
+ partnership: targetTable(
61
+ partnerships,
62
+ partnerships.id,
63
+ partnerships.workspaceId,
64
+ partnerships.name,
65
+ ),
66
+ raise: targetTable(raises, raises.id, raises.workspaceId, raises.name),
67
+ candidate: targetTable(candidates, candidates.id, candidates.workspaceId),
68
+ }
69
+
70
+ export function isRecordTargetType(value: string): value is RecordTargetType {
71
+ return Object.hasOwn(TABLES, value)
72
+ }
73
+
74
+ /**
75
+ * Which of `targetIds` do not name a record of `targetType` in this workspace.
76
+ *
77
+ * One query however many ids are asked about, which is what lets a list filtered
78
+ * by a set of targets validate them without a round trip per id.
79
+ *
80
+ * @returns The ids that resolved to nothing, in the order they were given. An id
81
+ * in another workspace is indistinguishable from one that never existed, so it
82
+ * comes back here too and the caller turns either into the same 404.
83
+ */
84
+ export async function missingTargets(
85
+ db: Queryable,
86
+ workspaceId: string,
87
+ targetType: RecordTargetType,
88
+ targetIds: readonly string[],
89
+ ): Promise<readonly string[]> {
90
+ if (targetIds.length === 0) {
91
+ return []
92
+ }
93
+
94
+ const target = TABLES[targetType]
95
+ const found = await db
96
+ .select({ id: target.id })
97
+ .from(target.table)
98
+ .where(and(eq(target.workspaceId, workspaceId), inArray(target.id, [...targetIds])))
99
+
100
+ const existing = new Set(found.map((row) => row.id))
101
+
102
+ return targetIds.filter((id) => !existing.has(id))
103
+ }
104
+
105
+ /**
106
+ * Whether a target exists inside one workspace.
107
+ *
108
+ * @returns false both for a target that never existed and for one in another
109
+ * workspace. The caller turns either into the same 404, per `api.md`.
110
+ */
111
+ export async function targetExists(
112
+ db: Queryable,
113
+ workspaceId: string,
114
+ targetType: RecordTargetType,
115
+ targetId: string,
116
+ ): Promise<boolean> {
117
+ return (await missingTargets(db, workspaceId, targetType, [targetId])).length === 0
118
+ }
119
+
120
+ /** A polymorphic reference, as notes, activities, decisions and plan items carry one. */
121
+ export interface RecordTarget {
122
+ readonly targetType: RecordTargetType
123
+ readonly targetId: string
124
+ }
125
+
126
+ /** The key `resolveTargetNames` returns names under. Type and id together, because ids are unique only within a type. */
127
+ export function targetKey(target: RecordTarget): string {
128
+ return `${target.targetType}:${target.targetId}`
129
+ }
130
+
131
+ async function namesOfType(
132
+ db: Queryable,
133
+ workspaceId: string,
134
+ targetType: RecordTargetType,
135
+ targetIds: readonly string[],
136
+ ): Promise<readonly { readonly id: string; readonly name: string }[]> {
137
+ const target = TABLES[targetType]
138
+
139
+ // A Candidate's label is the person's name. The role it is for is the other
140
+ // half of the answer, but a timeline row already says which record it is on,
141
+ // so repeating the title in the name would read as "Ada Lovelace" twice over.
142
+ if (target.name === undefined) {
143
+ return db
144
+ .select({ id: candidates.id, name: people.name })
145
+ .from(candidates)
146
+ .innerJoin(people, eq(candidates.personId, people.id))
147
+ .where(and(eq(candidates.workspaceId, workspaceId), inArray(candidates.id, [...targetIds])))
148
+ }
149
+
150
+ // `sql<string>` rather than the columns alone: `TargetTable` holds them as the
151
+ // generic `PgColumn`, whose data type is `unknown`, so a plain select of one
152
+ // widens the result. Both are `text` columns in every table above.
153
+ return db
154
+ .select({ id: sql<string>`${target.id}`, name: sql<string>`${target.name}` })
155
+ .from(target.table)
156
+ .where(and(eq(target.workspaceId, workspaceId), inArray(target.id, [...targetIds])))
157
+ }
158
+
159
+ /**
160
+ * What to call each of a mixed set of records.
161
+ *
162
+ * One query per distinct type however many ids are asked about, which is what
163
+ * lets a cross-record list name its rows without a request per row. A page
164
+ * showing one record's own notes has no use for this; a workspace-wide feed,
165
+ * where every row points somewhere different, cannot render without it.
166
+ *
167
+ * @returns Names keyed by `targetKey`. A target that resolved to nothing is
168
+ * absent rather than present as a placeholder, so a caller decides for itself
169
+ * whether to render the type alone or drop the row.
170
+ */
171
+ export async function resolveTargetNames(
172
+ db: Queryable,
173
+ workspaceId: string,
174
+ targets: readonly RecordTarget[],
175
+ ): Promise<ReadonlyMap<string, string>> {
176
+ const idsByType = new Map<RecordTargetType, Set<string>>()
177
+
178
+ for (const target of targets) {
179
+ const ids = idsByType.get(target.targetType) ?? new Set<string>()
180
+
181
+ ids.add(target.targetId)
182
+ idsByType.set(target.targetType, ids)
183
+ }
184
+
185
+ const names = new Map<string, string>()
186
+
187
+ for (const [targetType, ids] of idsByType) {
188
+ for (const row of await namesOfType(db, workspaceId, targetType, [...ids])) {
189
+ names.set(targetKey({ targetType, targetId: row.id }), row.name)
190
+ }
191
+ }
192
+
193
+ return names
194
+ }