@kelpie/server 0.1.0

package/dist/modules/import-export/drafts.d.ts

@@ -0,0 +1,83 @@
+/**
+ * A mapped row, as the columns a write would set.
+ *
+ * **A mapped column whose cell is blank is left out.** `import-export.md` says
+ * update overwrites mapped fields, and the tempting reading is that a blank cell
+ * blanks the field. It does not: a partial export with an empty Summary column
+ * would then erase every summary in the workspace, and no author of a
+ * spreadsheet expects an empty cell to delete anything. A blank cell says
+ * nothing about the field. Clearing one stays a job for the record's own PATCH.
+ *
+ * Pure. Every value here comes from the row; nothing is looked up.
+ */
+/** A field absent from a draft is not written. Present fields are written as given. */
+export interface CompanyDraft {
+    readonly name?: string;
+    readonly domain?: string;
+    readonly industry?: string;
+    readonly description?: string;
+    readonly stage?: string;
+    readonly sizeBand?: string;
+    readonly hq?: string;
+    readonly website?: string;
+    readonly accountType?: string;
+    readonly icpFit?: string;
+    readonly summary?: string;
+    readonly tags?: readonly string[];
+}
+export interface PersonDraft {
+    readonly name?: string;
+    readonly email?: string;
+    readonly phones?: readonly string[];
+    readonly timezone?: string;
+    readonly location?: string;
+    readonly preferredChannel?: string;
+    readonly influence?: string;
+    readonly relationship?: string;
+    readonly summary?: string;
+    readonly tags?: readonly string[];
+}
+/** The deal columns a row carries directly. Company, stage, owner and people are resolved. */
+export interface DealFieldsDraft {
+    readonly name?: string;
+    readonly valueCents?: number | null;
+    readonly expectedClose?: string;
+    readonly competitors?: readonly string[];
+    readonly risks?: string;
+    readonly whyWin?: string;
+    readonly summary?: string;
+    readonly tags?: readonly string[];
+    readonly externalId?: string;
+}
+/**
+ * Defaults for a Company an import invents, for columns the table requires and
+ * a CSV need not carry.
+ *
+ * `other` and `unknown` rather than the `prospect` a form submit uses: somebody
+ * filling in a web form is by definition an inbound prospect, and a row in a
+ * migration file says nothing at all about the relationship. Guessing `prospect`
+ * for ten thousand companies would put a claim in the data that nobody made.
+ * `size_band` has no unknown, so it takes the smallest.
+ */
+export declare const NEW_COMPANY_DEFAULTS: {
+    readonly stage: 'other';
+    readonly sizeBand: '1-10';
+    readonly accountType: 'other';
+    readonly icpFit: 'unknown';
+};
+/** Defaults for a Person an import invents. Matches what a form submit uses. */
+export declare const NEW_PERSON_DEFAULTS: {
+    readonly preferredChannel: 'email';
+    readonly influence: 'influencer';
+    readonly relationship: 'cold';
+};
+/** The currency a deal takes when a CSV carries a value and no currency column exists. */
+export declare const IMPORT_DEAL_CURRENCY = "USD";
+export declare function companyDraft(mapped: Readonly<Record<string, string>>): CompanyDraft;
+export declare function personDraft(mapped: Readonly<Record<string, string>>): PersonDraft;
+/**
+ * `value` is required, so `moneyToCents` has already been checked by
+ * `validateRow` and cannot be undefined here.
+ */
+export declare function dealFieldsDraft(mapped: Readonly<Record<string, string>>): DealFieldsDraft;
+//# sourceMappingURL=drafts.d.ts.map

package/dist/modules/import-export/drafts.d.ts.map

@@ -0,0 +1 @@
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package/dist/modules/import-export/drafts.js

@@ -0,0 +1,97 @@
+import { ACCOUNT_TYPES, COMPANY_STAGES, ICP_FITS, INFLUENCE_LEVELS, PREFERRED_CHANNELS, RELATIONSHIP_LEVELS, SIZE_BANDS, } from '@kelpie/schemas';
+import { normaliseDomain, normaliseEmail } from '../../lib/normalisation.js';
+import { moneyToCents, splitList } from './mapping.js';
+import { canonicalEnum } from './validation.js';
+/**
+ * Defaults for a Company an import invents, for columns the table requires and
+ * a CSV need not carry.
+ *
+ * `other` and `unknown` rather than the `prospect` a form submit uses: somebody
+ * filling in a web form is by definition an inbound prospect, and a row in a
+ * migration file says nothing at all about the relationship. Guessing `prospect`
+ * for ten thousand companies would put a claim in the data that nobody made.
+ * `size_band` has no unknown, so it takes the smallest.
+ */
+export const NEW_COMPANY_DEFAULTS = {
+    stage: 'other',
+    sizeBand: '1-10',
+    accountType: 'other',
+    icpFit: 'unknown',
+};
+/** Defaults for a Person an import invents. Matches what a form submit uses. */
+export const NEW_PERSON_DEFAULTS = {
+    preferredChannel: 'email',
+    influence: 'influencer',
+    relationship: 'cold',
+};
+/** The currency a deal takes when a CSV carries a value and no currency column exists. */
+export const IMPORT_DEAL_CURRENCY = 'USD';
+/** @returns The trimmed cell, or undefined when the column is unmapped or blank. */
+function text(mapped, column) {
+    const value = (mapped[column] ?? '').trim();
+    return value.length === 0 ? undefined : value;
+}
+function list(mapped, column) {
+    if (text(mapped, column) === undefined) {
+        return undefined;
+    }
+    return splitList(mapped[column]);
+}
+function enumeration(mapped, column, values) {
+    return canonicalEnum(values, mapped[column]) ?? undefined;
+}
+/** Drops the keys whose value is undefined, so a draft holds only what it sets. */
+function present(draft) {
+    return Object.fromEntries(Object.entries(draft).filter(([, value]) => value !== undefined));
+}
+export function companyDraft(mapped) {
+    const domain = text(mapped, 'domain');
+    return present({
+        name: text(mapped, 'name'),
+        domain: domain === undefined ? undefined : (normaliseDomain(domain) ?? undefined),
+        industry: text(mapped, 'industry'),
+        description: text(mapped, 'description'),
+        stage: enumeration(mapped, 'stage', COMPANY_STAGES),
+        sizeBand: enumeration(mapped, 'size_band', SIZE_BANDS),
+        hq: text(mapped, 'hq'),
+        website: text(mapped, 'website'),
+        accountType: enumeration(mapped, 'account_type', ACCOUNT_TYPES),
+        icpFit: enumeration(mapped, 'icp_fit', ICP_FITS),
+        summary: text(mapped, 'summary'),
+        tags: list(mapped, 'tags'),
+    });
+}
+export function personDraft(mapped) {
+    const email = text(mapped, 'email');
+    return present({
+        name: text(mapped, 'name'),
+        email: email === undefined ? undefined : (normaliseEmail(email) ?? undefined),
+        phones: list(mapped, 'phones'),
+        timezone: text(mapped, 'timezone'),
+        location: text(mapped, 'location'),
+        preferredChannel: enumeration(mapped, 'preferred_channel', PREFERRED_CHANNELS),
+        influence: enumeration(mapped, 'influence', INFLUENCE_LEVELS),
+        relationship: enumeration(mapped, 'relationship', RELATIONSHIP_LEVELS),
+        summary: text(mapped, 'summary'),
+        tags: list(mapped, 'tags'),
+    });
+}
+/**
+ * `value` is required, so `moneyToCents` has already been checked by
+ * `validateRow` and cannot be undefined here.
+ */
+export function dealFieldsDraft(mapped) {
+    const cents = moneyToCents(mapped.value);
+    return present({
+        name: text(mapped, 'name'),
+        valueCents: cents === undefined ? undefined : cents,
+        expectedClose: text(mapped, 'expected_close'),
+        competitors: list(mapped, 'competitors'),
+        risks: text(mapped, 'risks'),
+        whyWin: text(mapped, 'why_win'),
+        summary: text(mapped, 'summary'),
+        tags: list(mapped, 'tags'),
+        externalId: text(mapped, 'external_id'),
+    });
+}
+//# sourceMappingURL=drafts.js.map

package/dist/modules/import-export/drafts.js.map

@@ -0,0 +1 @@
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package/dist/modules/import-export/exportRows.d.ts

@@ -0,0 +1,8 @@
+import type { ImportObject } from '@kelpie/schemas';
+import type { ExportCompanyRow, ExportDealRow, ExportPersonRow, ExportPositionRow } from './repository.ts';
+export declare function headersFor(object: ImportObject): readonly string[];
+export declare function companyCells(row: ExportCompanyRow): readonly string[];
+export declare function personCells(row: ExportPersonRow): readonly string[];
+export declare function positionCells(row: ExportPositionRow): readonly string[];
+export declare function dealCells(row: ExportDealRow, personEmails: readonly string[]): readonly string[];
+//# sourceMappingURL=exportRows.d.ts.map

package/dist/modules/import-export/exportRows.d.ts.map

@@ -0,0 +1 @@
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package/dist/modules/import-export/exportRows.js

@@ -0,0 +1,71 @@
+import { OBJECT_COLUMNS } from '@kelpie/schemas';
+import { centsToMoney } from './mapping.js';
+/**
+ * Records as CSV cells, in the header order of `OBJECT_COLUMNS`.
+ *
+ * An export writes what an import reads: the stage is its **slug**, which a
+ * rename leaves alone, and the deal value is the major unit rather than cents.
+ * That is what makes a Kelpie CSV round-trip through the import wizard with the
+ * `custom` source and no mapping at all — every header matches a column name
+ * exactly.
+ *
+ * Pure.
+ */
+/** Pipe-separated, per `import-export.md`. */
+function joinList(values) {
+    return values.join('|');
+}
+export function headersFor(object) {
+    return OBJECT_COLUMNS[object].map((column) => column.key);
+}
+export function companyCells(row) {
+    return [
+        row.name,
+        row.domain ?? '',
+        row.industry ?? '',
+        row.stage,
+        row.sizeBand,
+        row.accountType,
+        row.icpFit,
+        row.description,
+        row.summary,
+        joinList(row.tags),
+        row.website ?? '',
+        row.hq ?? '',
+    ];
+}
+export function personCells(row) {
+    return [
+        row.name,
+        row.email ?? '',
+        row.timezone ?? '',
+        row.location ?? '',
+        row.preferredChannel,
+        row.influence,
+        row.relationship,
+        row.summary,
+        joinList(row.tags),
+        joinList(row.phones),
+    ];
+}
+export function positionCells(row) {
+    return [row.personEmail ?? '', row.companyDomain ?? '', row.title];
+}
+export function dealCells(row, personEmails) {
+    return [
+        row.name,
+        row.companyDomain ?? '',
+        row.stageSlug,
+        centsToMoney(row.valueCents),
+        row.ownerEmail ?? '',
+        row.expectedClose ?? '',
+        joinList(personEmails),
+        joinList(row.competitors),
+        row.risks,
+        row.whyWin,
+        row.summary,
+        joinList(row.tags),
+        row.externalId ?? '',
+    ];
+}
+//# sourceMappingURL=exportRows.js.map

package/dist/modules/import-export/exportRows.js.map

@@ -0,0 +1 @@
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package/dist/modules/import-export/index.d.ts

@@ -0,0 +1,15 @@
+import type { KelpieModule } from '../../runtime/module.ts';
+/**
+ * Import and export: CSV in and out, per `import-export.md`.
+ *
+ * It requires every object it writes, and `pipelines` because a deal row names a
+ * stage by slug and has to resolve it against this workspace's own board.
+ * `activities` is the timeline entry each imported record carries, written in
+ * the same transaction as the record itself.
+ *
+ * The MCP tools `import-export.md` lists are not registered: there is no MCP
+ * endpoint yet, so a tool would be a definition nothing mounts. They land with
+ * the MCP server, against these same services.
+ */
+export declare function createImportExportModule(migrationsDirectory: string): KelpieModule;
+//# sourceMappingURL=index.d.ts.map

package/dist/modules/import-export/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/modules/import-export/index.js

@@ -0,0 +1,43 @@
+import { createActivityRecorder } from '../activities/index.js';
+import { mountImportExportRoutes } from './routes.js';
+import * as schema from './schema.js';
+import { createImportExportService } from './service.js';
+import { registerImportExportTools } from './tools.js';
+/**
+ * Import and export: CSV in and out, per `import-export.md`.
+ *
+ * It requires every object it writes, and `pipelines` because a deal row names a
+ * stage by slug and has to resolve it against this workspace's own board.
+ * `activities` is the timeline entry each imported record carries, written in
+ * the same transaction as the record itself.
+ *
+ * The MCP tools `import-export.md` lists are not registered: there is no MCP
+ * endpoint yet, so a tool would be a definition nothing mounts. They land with
+ * the MCP server, against these same services.
+ */
+export function createImportExportModule(migrationsDirectory) {
+    return {
+        id: 'import-export',
+        requires: ['people', 'companies', 'positions', 'pipelines', 'deals', 'activities'],
+        register(context) {
+            const service = createImportExportService({
+                db: context.db,
+                transaction: context.transaction,
+                createId: context.createId,
+                now: context.now,
+                recordActivity: createActivityRecorder({
+                    createId: context.createId,
+                    now: context.now,
+                }),
+                log: context.log,
+            });
+            context.schema(schema, migrationsDirectory);
+            context.routes((router) => {
+                mountImportExportRoutes(router, { db: context.db, now: context.now, service });
+            });
+            registerImportExportTools(context.mcp, service);
+            return Promise.resolve();
+        },
+    };
+}
+//# sourceMappingURL=index.js.map

package/dist/modules/import-export/index.js.map

@@ -0,0 +1 @@
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package/dist/modules/import-export/mapping.d.ts

@@ -0,0 +1,46 @@
+import type { ImportColumnMap, MatchKeyOption } from '@kelpie/schemas';
+/**
+ * Applies a column map to a source row.
+ *
+ * @returns Kelpie column → value, for the mapped columns only. An unmapped
+ *   column is absent rather than `''`, so "the file has no such column" and "the
+ *   file has one and this cell is empty" stay different facts.
+ */
+export declare function mapRow(values: Readonly<Record<string, string>>, columnMap: ImportColumnMap): Readonly<Record<string, string>>;
+/** A pipe-separated cell (`a|b|c`), per `import-export.md`. Blank entries are dropped. */
+export declare function splitList(value: string | undefined): readonly string[];
+/** Whether a Kelpie column carries a pipe-separated list. */
+export declare function isListColumn(column: string): boolean;
+/**
+ * The values a match key is built from, by canonical column name.
+ *
+ * A mapped CSV row is already this shape. A stored record is reduced to it by
+ * the repository, which is what lets both sides produce the same key.
+ */
+export type MatchKeyParts = Readonly<Record<string, string | null | undefined>>;
+/**
+ * @returns The comparable key, or null when any component is missing or blank.
+ *   Null means "this row cannot be matched", which is a row error rather than a
+ *   silent match against everything else that is also missing that column.
+ */
+export declare function buildMatchKey(matchKey: MatchKeyOption, parts: MatchKeyParts): string | null;
+/**
+ * Reads the `value` column as integer cents.
+ *
+ * **The column is the major unit**, not cents: it is what a person types into a
+ * spreadsheet and what HubSpot's `Amount` and Salesforce's `Amount` both carry.
+ * An export writes the same way, so a Kelpie CSV round-trips. Getting this
+ * backwards is a hundredfold error in every number, which is why it is one
+ * function with one test rather than a conversion at each call site.
+ *
+ * Currency symbols and thousands separators are stripped: a spreadsheet
+ * formatted as currency exports `$1,200.00`, and refusing that would fail rows
+ * whose meaning is not in doubt.
+ *
+ * @returns undefined when the cell is not a number. Blank is `null`, meaning no
+ *   value was given.
+ */
+export declare function moneyToCents(raw: string | undefined): number | null | undefined;
+/** Renders stored cents back into the major unit an export writes. */
+export declare function centsToMoney(cents: number | null): string;
+//# sourceMappingURL=mapping.d.ts.map

package/dist/modules/import-export/mapping.d.ts.map

@@ -0,0 +1 @@
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package/dist/modules/import-export/mapping.js

@@ -0,0 +1,115 @@
+import { LIST_COLUMNS } from '@kelpie/schemas';
+import { normaliseDomain, normaliseEmail } from '../../lib/normalisation.js';
+/**
+ * Turning a CSV row into Kelpie values, and turning either a row or a stored
+ * record into the string a match key compares on.
+ *
+ * One key builder serves both sides. A row and the record it might match have to
+ * reduce to the same string or the match is a coin toss, and two builders in two
+ * files is how they stop agreeing. Pure.
+ */
+/** Cents per major unit. The `value` column is dollars, not cents — see `moneyToCents`. */
+const CENTS_PER_UNIT = 100;
+/**
+ * Applies a column map to a source row.
+ *
+ * @returns Kelpie column → value, for the mapped columns only. An unmapped
+ *   column is absent rather than `''`, so "the file has no such column" and "the
+ *   file has one and this cell is empty" stay different facts.
+ */
+export function mapRow(values, columnMap) {
+    const mapped = {};
+    for (const [column, header] of Object.entries(columnMap)) {
+        if (header === null) {
+            continue;
+        }
+        mapped[column] = values[header] ?? '';
+    }
+    return mapped;
+}
+/** A pipe-separated cell (`a|b|c`), per `import-export.md`. Blank entries are dropped. */
+export function splitList(value) {
+    return (value ?? '')
+        .split('|')
+        .map((item) => item.trim())
+        .filter((item) => item.length > 0);
+}
+/** Whether a Kelpie column carries a pipe-separated list. */
+export function isListColumn(column) {
+    return LIST_COLUMNS.has(column);
+}
+/**
+ * The normalised form of one match-key component.
+ *
+ * Emails and domains go through the same normalisation a write does, so a row
+ * saying `HTTPS://Acme.com/` matches the company stored as `acme.com`. Names and
+ * titles are compared case-insensitively, which is how a person reads them.
+ * `external_id` is left alone: it is an opaque token from another system, and
+ * two ids differing only in case are two ids.
+ */
+function normaliseComponent(column, value) {
+    if (column === 'email' || column === 'person_email' || column === 'owner_email') {
+        return normaliseEmail(value);
+    }
+    if (column === 'domain' || column === 'company_domain') {
+        return normaliseDomain(value);
+    }
+    if (column === 'external_id') {
+        const trimmed = value.trim();
+        return trimmed.length === 0 ? null : trimmed;
+    }
+    const folded = value.trim().toLowerCase();
+    return folded.length === 0 ? null : folded;
+}
+/**
+ * @returns The comparable key, or null when any component is missing or blank.
+ *   Null means "this row cannot be matched", which is a row error rather than a
+ *   silent match against everything else that is also missing that column.
+ */
+export function buildMatchKey(matchKey, parts) {
+    const components = [];
+    for (const column of matchKey.columns) {
+        const raw = parts[column];
+        if (raw === null || raw === undefined) {
+            return null;
+        }
+        const normalised = normaliseComponent(column, raw);
+        if (normalised === null) {
+            return null;
+        }
+        components.push(normalised);
+    }
+    return `${matchKey.id}:${components.join('|')}`;
+}
+/**
+ * Reads the `value` column as integer cents.
+ *
+ * **The column is the major unit**, not cents: it is what a person types into a
+ * spreadsheet and what HubSpot's `Amount` and Salesforce's `Amount` both carry.
+ * An export writes the same way, so a Kelpie CSV round-trips. Getting this
+ * backwards is a hundredfold error in every number, which is why it is one
+ * function with one test rather than a conversion at each call site.
+ *
+ * Currency symbols and thousands separators are stripped: a spreadsheet
+ * formatted as currency exports `$1,200.00`, and refusing that would fail rows
+ * whose meaning is not in doubt.
+ *
+ * @returns undefined when the cell is not a number. Blank is `null`, meaning no
+ *   value was given.
+ */
+export function moneyToCents(raw) {
+    const trimmed = (raw ?? '').trim();
+    if (trimmed.length === 0) {
+        return null;
+    }
+    const stripped = trimmed.replace(/[$£€\s,]/gu, '');
+    if (!/^-?\d+(\.\d+)?$/u.test(stripped)) {
+        return undefined;
+    }
+    return Math.round(Number(stripped) * CENTS_PER_UNIT);
+}
+/** Renders stored cents back into the major unit an export writes. */
+export function centsToMoney(cents) {
+    return cents === null ? '' : (cents / CENTS_PER_UNIT).toFixed(2);
+}
+//# sourceMappingURL=mapping.js.map

package/dist/modules/import-export/mapping.js.map

@@ -0,0 +1 @@
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package/dist/modules/import-export/plan.d.ts

@@ -0,0 +1,107 @@
+import type { ImportConflictMode, ImportCounts, ImportObject, MatchKeyOption } from '@kelpie/schemas';
+import type { CompanyDraft, DealFieldsDraft, PersonDraft } from './drafts.ts';
+import type { StoredRowError } from './schema.ts';
+/**
+ * What a row would do, and to what.
+ *
+ * The dry run and the commit both go through here. The difference is where the
+ * lookups come from: a dry run passes one snapshot taken over the whole file, a
+ * commit passes what it just read inside its transaction. One planner means the
+ * commit cannot decide something the preview never showed.
+ *
+ * Pure. Every lookup arrives as a map.
+ */
+export interface ImportLookups {
+    /** Match key → the id of the record already holding it. */
+    readonly existing: ReadonlyMap<string, string>;
+    readonly personIdByEmail: ReadonlyMap<string, string>;
+    readonly companyIdByDomain: ReadonlyMap<string, string>;
+    /** Workspace member id by the address of the user behind it. */
+    readonly memberIdByEmail: ReadonlyMap<string, string>;
+    /** Deal stage id, keyed by both its slug and its folded label. */
+    readonly dealStageIdByName: ReadonlyMap<string, string>;
+}
+export interface PlanContext {
+    readonly object: ImportObject;
+    readonly matchKey: MatchKeyOption;
+    readonly conflictMode: ImportConflictMode;
+    readonly lookups: ImportLookups;
+}
+/** The values a write applies, once every reference in the row has been resolved. */
+export type ImportWrite = {
+    readonly object: 'companies';
+    readonly draft: CompanyDraft;
+} | {
+    readonly object: 'people';
+    readonly draft: PersonDraft;
+} | {
+    readonly object: 'positions';
+    readonly personId: string;
+    readonly companyId: string;
+    readonly title: string;
+} | {
+    readonly object: 'deals';
+    readonly draft: DealFieldsDraft;
+    readonly companyId: string;
+    readonly stageId: string;
+    readonly ownerId: string | null;
+    readonly personIds: readonly string[];
+    /**
+     * Whether the row said anything about the deal's contacts.
+     *
+     * An empty `personIds` means two different things — the column was not
+     * mapped, or it was mapped and left blank — and only a filled-in cell is
+     * the file stating the list. Without this an update would clear the
+     * contacts of every deal in a file that never carried the column.
+     */
+    readonly setsPeople: boolean;
+};
+export type RowPlan = {
+    readonly action: 'error';
+    readonly errors: readonly StoredRowError[];
+}
+/**
+ * `targetId` is null when the row matched an earlier row of the same file
+ * rather than a stored record. A dry run only counts it; by the time a commit
+ * reaches the row the earlier one has been written, so it resolves to an id.
+ */
+ | {
+    readonly action: 'skip';
+    readonly key: string;
+    readonly targetId: string | null;
+} | {
+    readonly action: 'create';
+    readonly key: string;
+    readonly write: ImportWrite;
+} | {
+    readonly action: 'update';
+    readonly key: string;
+    readonly targetId: string | null;
+    readonly write: ImportWrite;
+};
+export interface PlannedRow {
+    readonly row: number;
+    readonly plan: RowPlan;
+}
+/** A row as the planner takes it: the file line, and the row mapped to Kelpie columns. */
+export interface MappedRow {
+    readonly row: number;
+    readonly mapped: Readonly<Record<string, string>>;
+}
+/**
+ * @param mapped The row's cells by Kelpie column, from `mapRow`.
+ * @returns What this row would do. `create` when its key matches nothing;
+ *   otherwise the job's conflict mode decides between `skip` and `update`.
+ */
+export declare function planRow(context: PlanContext, mapped: Readonly<Record<string, string>>): RowPlan;
+/**
+ * Plans a whole file.
+ *
+ * A row that would create a record registers its key, so a later row carrying
+ * the same key reads as a match rather than as a second create. That is the
+ * in-file duplicate the mockup handles too, and without it a file listing one
+ * company twice reports two creates and performs one.
+ */
+export declare function planRows(context: PlanContext, rows: readonly MappedRow[]): readonly PlannedRow[];
+export declare function countPlans(rows: readonly PlannedRow[]): ImportCounts;
+//# sourceMappingURL=plan.d.ts.map

package/dist/modules/import-export/plan.d.ts.map

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