@kelpie/server 0.1.0

package/dist/modules/forms/schema.js

@@ -0,0 +1,87 @@
+import { FORM_FIELD_MAP_TARGETS, FORM_FIELD_TYPES, FORM_STATUSES } from '@kelpie/schemas';
+import { boolean, index, integer, jsonb, pgTable, text } from 'drizzle-orm/pg-core';
+import { checkOneOf, createdAt, moment, primaryId, updatedAt } from '../../lib/columns.js';
+import { companies } from '../companies/schema.js';
+import { deals } from '../deals/schema.js';
+import { people } from '../people/schema.js';
+import { pipelineStages } from '../pipelines/schema.js';
+import { positions } from '../positions/schema.js';
+import { workspaces } from '../workspace/schema.js';
+/**
+ * The fixed value sets come from `@kelpie/schemas`, so these tables' check
+ * constraints, this module's Zod enums, and the browser's decoder are one list
+ * rather than three copies. A value the boundary accepts and the check
+ * constraint refuses would be a 500 where a 422 belongs.
+ */
+export { FORM_FIELD_MAP_TARGET_LABELS, FORM_FIELD_MAP_TARGETS, FORM_FIELD_TYPES, FORM_OPTION_VALUE_TYPES, FORM_STATUSES, PERSON_EMAIL_TARGET, } from '@kelpie/schemas';
+/**
+ * Embeddable inbound forms. `public_key` is globally unique because the public
+ * submit endpoint resolves the workspace from it, with no credentials.
+ */
+export const forms = pgTable('forms', {
+    id: primaryId(),
+    workspaceId: text('workspace_id')
+        .notNull()
+        .references(() => workspaces.id, { onDelete: 'cascade' }),
+    name: text('name').notNull(),
+    description: text('description'),
+    status: text('status').notNull().default('active'),
+    thankYouMessage: text('thank_you_message').notNull().default(''),
+    createDeal: boolean('create_deal').notNull().default(false),
+    dealStageId: text('deal_stage_id').references(() => pipelineStages.id, { onDelete: 'restrict' }),
+    dealNameTemplate: text('deal_name_template'),
+    publicKey: text('public_key').notNull().unique(),
+    createdAt: createdAt(),
+    updatedAt: updatedAt(),
+}, (table) => [
+    index('forms_workspace_idx').on(table.workspaceId),
+    checkOneOf('forms_status_check', table.status, FORM_STATUSES),
+]);
+/**
+ * `map_to` decides what a field writes on submit. At most one `person.email`
+ * mapping per form, enforced in the service layer because that is a per-form
+ * rule, not a per-row one.
+ */
+export const formFields = pgTable('form_fields', {
+    id: primaryId(),
+    workspaceId: text('workspace_id')
+        .notNull()
+        .references(() => workspaces.id, { onDelete: 'cascade' }),
+    formId: text('form_id')
+        .notNull()
+        .references(() => forms.id, { onDelete: 'cascade' }),
+    label: text('label').notNull(),
+    type: text('type').notNull(),
+    required: boolean('required').notNull().default(false),
+    mapTo: text('map_to').notNull(),
+    options: jsonb('options').$type().notNull().default([]),
+    placeholder: text('placeholder'),
+    sortOrder: integer('sort_order').notNull(),
+    createdAt: createdAt(),
+    updatedAt: updatedAt(),
+}, (table) => [
+    index('form_fields_form_idx').on(table.formId),
+    checkOneOf('form_fields_type_check', table.type, FORM_FIELD_TYPES),
+    checkOneOf('form_fields_map_to_check', table.mapTo, FORM_FIELD_MAP_TARGETS),
+]);
+/**
+ * Record links are set null rather than cascade: a submission stays as evidence
+ * of what arrived even after the record it created is deleted.
+ */
+export const formSubmissions = pgTable('form_submissions', {
+    id: primaryId(),
+    workspaceId: text('workspace_id')
+        .notNull()
+        .references(() => workspaces.id, { onDelete: 'cascade' }),
+    formId: text('form_id')
+        .notNull()
+        .references(() => forms.id, { onDelete: 'cascade' }),
+    submittedAt: moment('submitted_at').notNull().defaultNow(),
+    answers: jsonb('answers').$type().notNull(),
+    personId: text('person_id').references(() => people.id, { onDelete: 'set null' }),
+    companyId: text('company_id').references(() => companies.id, { onDelete: 'set null' }),
+    positionId: text('position_id').references(() => positions.id, { onDelete: 'set null' }),
+    dealId: text('deal_id').references(() => deals.id, { onDelete: 'set null' }),
+    createdAt: createdAt(),
+}, (table) => [index('form_submissions_form_idx').on(table.formId)]);
+//# sourceMappingURL=schema.js.map

package/dist/modules/forms/schema.js.map

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package/dist/modules/forms/service.d.ts

@@ -0,0 +1,62 @@
+import type { Database } from '../../lib/database.ts';
+import type { IdFactory } from '../../lib/ids.ts';
+import type { ListQueryParameters, Page } from '../../lib/pagination.ts';
+import type { TransactionScope } from '../../runtime/transaction.ts';
+import type { Actor } from '../auth/actor.ts';
+import type { FieldDraft } from './fields.ts';
+import type { FormFieldRecord, FormFilters, FormRecord, FormSubmissionRecord } from './repository.ts';
+import type { FormStatus } from './schema.ts';
+/**
+ * Managing forms: the authenticated half of `forms.md`.
+ *
+ * A form is returned with its fields nested, and written the same way. Fields
+ * are not their own resource: a form without them cannot be rendered or
+ * validated, and their order belongs to the form rather than to any one field.
+ * A write replaces the whole list, which is also what a drag-reorder sends.
+ */
+export interface FormsDependencies {
+    readonly db: Database;
+    readonly transaction: TransactionScope;
+    readonly createId: IdFactory;
+    readonly now: () => Date;
+    /** Injected so a test can pin the generated `public_key`. */
+    readonly generatePublicKey?: () => string;
+}
+/** A form as the API returns one: the stored row minus tenancy, with its fields. */
+export type FormView = Omit<FormRecord, 'workspaceId'> & {
+    readonly fields: readonly FormFieldView[];
+};
+export type FormFieldView = Omit<FormFieldRecord, 'workspaceId' | 'formId'>;
+export type FormSubmissionView = Omit<FormSubmissionRecord, 'workspaceId'>;
+export interface CreateFormInput {
+    readonly name: string;
+    readonly description: string | null;
+    readonly status: FormStatus;
+    readonly fields: readonly FieldDraft[];
+    readonly thankYouMessage: string;
+    readonly createDeal: boolean;
+    readonly dealStageId: string | null;
+    readonly dealNameTemplate: string | null;
+}
+/** PATCH semantics: an absent field is left alone, and null clears a nullable one. */
+export interface UpdateFormInput {
+    readonly name?: string | undefined;
+    readonly description?: string | null | undefined;
+    readonly status?: FormStatus | undefined;
+    /** Absent leaves the field list alone. Present replaces all of it. */
+    readonly fields?: readonly FieldDraft[] | undefined;
+    readonly thankYouMessage?: string | undefined;
+    readonly createDeal?: boolean | undefined;
+    readonly dealStageId?: string | null | undefined;
+    readonly dealNameTemplate?: string | null | undefined;
+}
+export interface FormsService {
+    list(actor: Actor, filters: FormFilters, query: ListQueryParameters): Promise<Page<FormView>>;
+    get(actor: Actor, id: string): Promise<FormView>;
+    create(actor: Actor, input: CreateFormInput): Promise<FormView>;
+    update(actor: Actor, id: string, changes: UpdateFormInput): Promise<FormView>;
+    remove(actor: Actor, id: string): Promise<void>;
+    listSubmissions(actor: Actor, formId: string, query: ListQueryParameters): Promise<Page<FormSubmissionView>>;
+}
+export declare function createFormsService(dependencies: FormsDependencies): FormsService;
+//# sourceMappingURL=service.d.ts.map

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package/dist/modules/forms/service.js

@@ -0,0 +1,208 @@
+import { changedKeys } from '../../lib/changes.js';
+import { AppError } from '../../lib/errors.js';
+import { mapPage, readListWindow, toPage } from '../../lib/pagination.js';
+import { generateToken } from '../../lib/tokens.js';
+import { requireWorkspaceId } from '../auth/actor.js';
+import * as pipelineRepository from '../pipelines/repository.js';
+import { fieldsDiffer, findFieldProblems, storedOptions } from './fields.js';
+import * as repository from './repository.js';
+import { DEFAULT_FORM_SORT, DEFAULT_FORM_SUBMISSION_SORT, FORM_SORTS, FORM_SUBMISSION_SORTS, } from './repository.js';
+function toFieldView(record) {
+    const { workspaceId: _workspaceId, formId: _formId, ...view } = record;
+    return view;
+}
+function toView(record, fields) {
+    const { workspaceId: _workspaceId, ...view } = record;
+    return { ...view, fields: fields.map(toFieldView) };
+}
+function toSubmissionView(record) {
+    const { workspaceId: _workspaceId, ...view } = record;
+    return view;
+}
+function toStoredColumns(input) {
+    return {
+        ...(input.name === undefined ? {} : { name: input.name }),
+        ...(input.description === undefined ? {} : { description: input.description }),
+        ...(input.status === undefined ? {} : { status: input.status }),
+        ...(input.thankYouMessage === undefined ? {} : { thankYouMessage: input.thankYouMessage }),
+        ...(input.createDeal === undefined ? {} : { createDeal: input.createDeal }),
+        ...(input.dealStageId === undefined ? {} : { dealStageId: input.dealStageId }),
+        ...(input.dealNameTemplate === undefined ? {} : { dealNameTemplate: input.dealNameTemplate }),
+    };
+}
+export function createFormsService(dependencies) {
+    const generatePublicKey = dependencies.generatePublicKey ?? generateToken;
+    async function require(workspaceId, id) {
+        const form = await repository.findForm(dependencies.db, workspaceId, id);
+        // A form in another workspace is indistinguishable from one that never
+        // existed, per `api.md`.
+        if (form === undefined) {
+            throw AppError.notFound('Form not found');
+        }
+        return form;
+    }
+    /**
+     * A stage a form's deals may open in: in this workspace, and in the deal
+     * pipeline.
+     *
+     * The wrong-workspace case reads as missing, per `api.md`. The wrong-pipeline
+     * case is a request naming a real stage that can never hold a deal, which is a
+     * validation error rather than a missing record. Same rule the deals service
+     * applies to `stage_id`.
+     */
+    async function requireDealStage(workspaceId, stageId) {
+        const stage = await pipelineRepository.findStage(dependencies.db, workspaceId, stageId);
+        if (stage === undefined) {
+            throw AppError.notFound('Pipeline stage not found');
+        }
+        if (stage.kind !== 'deal') {
+            throw AppError.validationFailed('That stage is not part of the deal pipeline', [
+                { field: 'deal_stage_id', message: `It belongs to the ${stage.kind} pipeline` },
+            ]);
+        }
+    }
+    /**
+     * @param createsDeal Part of the check, not context: whether a form needs a
+     *   company mapping depends on it, so the two are validated together.
+     * @throws AppError 422 listing every problem with the field list at once.
+     */
+    function requireUsableFields(fields, createsDeal) {
+        const problems = findFieldProblems(fields, createsDeal);
+        if (problems.length > 0) {
+            throw AppError.validationFailed('That field list cannot process a submission', problems);
+        }
+    }
+    /** Writes a field list as positions 0..n-1, which is the order it arrived in. */
+    function writeFields(tx, workspaceId, formId, fields) {
+        return repository.insertFields(tx, fields.map((field, index) => ({
+            id: dependencies.createId('formField'),
+            workspaceId,
+            formId,
+            label: field.label,
+            type: field.type,
+            required: field.required,
+            mapTo: field.mapTo,
+            options: storedOptions(field.options),
+            placeholder: field.placeholder,
+            sortOrder: index,
+        })));
+    }
+    /** @returns The page's views, with every form's fields fetched in one query. */
+    async function toViews(records) {
+        const fields = await repository.listFieldsFor(dependencies.db, records.map((record) => record.id));
+        return records.map((record) => toView(record, fields.filter((field) => field.formId === record.id)));
+    }
+    return {
+        async list(actor, filters, query) {
+            const workspaceId = requireWorkspaceId(actor);
+            const window = readListWindow(query, FORM_SORTS, DEFAULT_FORM_SORT);
+            const rows = await repository.listForms(dependencies.db, workspaceId, filters, window);
+            const page = toPage(rows, window, (form) => form.id);
+            return { items: await toViews(page.items), nextCursor: page.nextCursor };
+        },
+        async get(actor, id) {
+            const workspaceId = requireWorkspaceId(actor);
+            const form = await require(workspaceId, id);
+            return toView(form, await repository.listFields(dependencies.db, id));
+        },
+        async create(actor, input) {
+            const workspaceId = requireWorkspaceId(actor);
+            requireUsableFields(input.fields, input.createDeal);
+            if (input.dealStageId !== null) {
+                await requireDealStage(workspaceId, input.dealStageId);
+            }
+            const id = dependencies.createId('form');
+            return dependencies.transaction(async ({ tx, events }) => {
+                const created = await repository.insertForm(tx, {
+                    id,
+                    workspaceId,
+                    name: input.name,
+                    description: input.description,
+                    status: input.status,
+                    thankYouMessage: input.thankYouMessage,
+                    createDeal: input.createDeal,
+                    dealStageId: input.dealStageId,
+                    dealNameTemplate: input.dealNameTemplate,
+                    publicKey: generatePublicKey(),
+                });
+                const fields = await writeFields(tx, workspaceId, id, input.fields);
+                events.emit('record.created', { workspaceId, objectType: 'form', recordId: id });
+                return toView(created, fields);
+            });
+        },
+        async update(actor, id, changes) {
+            const workspaceId = requireWorkspaceId(actor);
+            const existing = await require(workspaceId, id);
+            const stored = await repository.listFields(dependencies.db, id);
+            // Validated against the state the request would leave behind, not against
+            // what it carried. Turning `create_deal` on is what makes a form with no
+            // company mapping unusable, and that request names no fields at all.
+            requireUsableFields(changes.fields ?? stored, changes.createDeal ?? existing.createDeal);
+            if (typeof changes.dealStageId === 'string' && changes.dealStageId !== existing.dealStageId) {
+                await requireDealStage(workspaceId, changes.dealStageId);
+            }
+            const columns = toStoredColumns(changes);
+            const written = changedKeys(existing, columns);
+            // A resent field list that matches what is stored is not a write. Rewriting
+            // it would move every field id and publish a `record.updated` no consumer
+            // can act on, which is the same reason `changedKeys` guards the columns.
+            const rewritesFields = changes.fields !== undefined && fieldsDiffer(stored, changes.fields);
+            if (written.length === 0 && !rewritesFields) {
+                return toView(existing, stored);
+            }
+            return dependencies.transaction(async ({ tx, events }) => {
+                // A changed field list is a change to the form, so it stamps
+                // `updated_at` even when no column of the form itself moved.
+                const updated = await repository.updateForm(tx, workspaceId, id, {
+                    ...columns,
+                    updatedAt: dependencies.now(),
+                });
+                if (updated === undefined) {
+                    throw AppError.notFound('Form not found');
+                }
+                const fields = await (async () => {
+                    if (changes.fields === undefined || !rewritesFields) {
+                        return repository.listFields(tx, id);
+                    }
+                    await repository.deleteFields(tx, id);
+                    return writeFields(tx, workspaceId, id, changes.fields);
+                })();
+                events.emit('record.updated', {
+                    workspaceId,
+                    objectType: 'form',
+                    recordId: id,
+                    changedFields: rewritesFields ? [...written, 'fields'] : written,
+                });
+                return toView(updated, fields);
+            });
+        },
+        /**
+         * Deletes the form, its fields, and its submissions.
+         *
+         * Submissions go with it: `schema.md` makes them dependents of the form, and
+         * the records a submission created are independent and stay. Their links
+         * were already `set null` on the submission side, so nothing in the CRM
+         * loses a reference.
+         */
+        async remove(actor, id) {
+            const workspaceId = requireWorkspaceId(actor);
+            await dependencies.transaction(async ({ tx, events }) => {
+                const removed = await repository.deleteForm(tx, workspaceId, id);
+                if (removed === 0) {
+                    throw AppError.notFound('Form not found');
+                }
+                events.emit('record.deleted', { workspaceId, objectType: 'form', recordId: id });
+            });
+        },
+        async listSubmissions(actor, formId, query) {
+            const workspaceId = requireWorkspaceId(actor);
+            // Checked rather than relying on the filter: a submissions list for a form
+            // in another workspace must read as a missing form, not as an empty list.
+            await require(workspaceId, formId);
+            const window = readListWindow(query, FORM_SUBMISSION_SORTS, DEFAULT_FORM_SUBMISSION_SORT);
+            const rows = await repository.listSubmissions(dependencies.db, workspaceId, formId, window);
+            return mapPage(toPage(rows, window, (submission) => submission.id), toSubmissionView);
+        },
+    };
+}
+//# sourceMappingURL=service.js.map

package/dist/modules/forms/service.js.map

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package/dist/modules/forms/submission.d.ts

@@ -0,0 +1,30 @@
+import type { Database } from '../../lib/database.ts';
+import type { IdFactory } from '../../lib/ids.ts';
+import type { TransactionScope } from '../../runtime/transaction.ts';
+import type { ActivityRecorder } from '../activities/recorder.ts';
+import type { Answers } from './mapping.ts';
+export interface SubmissionDependencies {
+    readonly db: Database;
+    readonly transaction: TransactionScope;
+    readonly createId: IdFactory;
+    readonly now: () => Date;
+    readonly recordActivity: ActivityRecorder;
+}
+/** What the submit created or matched. Each id is null when the rule did not apply. */
+export interface SubmitOutcome {
+    readonly submissionId: string;
+    readonly formId: string;
+    readonly personId: string;
+    readonly companyId: string | null;
+    readonly positionId: string | null;
+    readonly dealId: string | null;
+    readonly submittedAt: Date;
+    /** Echoed so an embed can render it without a second request. */
+    readonly thankYouMessage: string;
+}
+export interface FormSubmitService {
+    /** @throws AppError 404 unknown key, 409 paused, 422 unusable answers. */
+    submit(publicKey: string, answers: Answers): Promise<SubmitOutcome>;
+}
+export declare function createFormSubmitService(dependencies: SubmissionDependencies): FormSubmitService;
+//# sourceMappingURL=submission.d.ts.map

package/dist/modules/forms/submission.d.ts.map

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