@kelpie/server 0.1.0

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

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

@@ -0,0 +1,22 @@
+import type { McpToolRegistry } from '../../runtime/module.ts';
+import type { ImportExportService } from './service.ts';
+/**
+ * The four tools `import-export.md` names: `export_csv`, `import_preview`,
+ * `import_commit`, `import_job_get`.
+ *
+ * The file arrives as a string rather than as multipart, which is the one
+ * difference from the REST endpoints. Both surfaces call the same service with
+ * the same bytes; multipart exists on the wire because a browser uploads a file,
+ * and MCP has no file to upload.
+ */
+/**
+ * How much CSV `export_csv` will inline.
+ *
+ * A tool result is read into a model's context, so a whole workspace's people is
+ * the wrong thing to hand back by accident. Over the limit the tool refuses and
+ * names the REST download, rather than truncating: half a CSV looks exactly like
+ * a whole one, and an agent would draw conclusions from the missing rows.
+ */
+export declare const MAX_INLINE_EXPORT_BYTES: number;
+export declare function registerImportExportTools(mcp: McpToolRegistry, service: ImportExportService): void;
+//# sourceMappingURL=tools.d.ts.map

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

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

@@ -0,0 +1,116 @@
+import { IMPORT_CONFLICT_MODES, IMPORT_OBJECTS, IMPORT_SOURCES, MAX_IMPORT_FILE_BYTES, defaultMatchKeyId, } from '@kelpie/schemas';
+import { z } from 'zod';
+import { AppError } from '../../lib/errors.js';
+import { idArg } from '../crudTools.js';
+import { importJobResponse } from './routes.js';
+/**
+ * The four tools `import-export.md` names: `export_csv`, `import_preview`,
+ * `import_commit`, `import_job_get`.
+ *
+ * The file arrives as a string rather than as multipart, which is the one
+ * difference from the REST endpoints. Both surfaces call the same service with
+ * the same bytes; multipart exists on the wire because a browser uploads a file,
+ * and MCP has no file to upload.
+ */
+/**
+ * How much CSV `export_csv` will inline.
+ *
+ * A tool result is read into a model's context, so a whole workspace's people is
+ * the wrong thing to hand back by accident. Over the limit the tool refuses and
+ * names the REST download, rather than truncating: half a CSV looks exactly like
+ * a whole one, and an agent would draw conclusions from the missing rows.
+ */
+export const MAX_INLINE_EXPORT_BYTES = 256 * 1024;
+const objectArg = z
+    .enum(IMPORT_OBJECTS)
+    .describe(`Which object to move. One of: ${IMPORT_OBJECTS.join(', ')}.`);
+/** `column_map` is a real object here. The multipart route takes it as a JSON string. */
+const columnMapArg = z
+    .record(z.string(), z.string().nullable())
+    .describe('Kelpie column to source header, or null to ignore that column. Omit to derive one ' +
+    'from the source preset and the file\'s own headers.');
+const csvArg = z
+    .string()
+    .min(1)
+    .max(MAX_IMPORT_FILE_BYTES)
+    .describe('The CSV file, as text. UTF-8, with a header row.');
+const previewArgs = z.strictObject({
+    source: z.enum(IMPORT_SOURCES).describe('Which export the file came out of.'),
+    object: objectArg,
+    csv: csvArg,
+    conflict_mode: z
+        .enum(IMPORT_CONFLICT_MODES)
+        .default('skip')
+        .describe('What to do with a row that matches an existing record.'),
+    match_key: z.string().min(1).optional().describe('Which field decides that match.'),
+    column_map: columnMapArg.optional(),
+    file_name: z.string().min(1).nullable().default(null).describe('Recorded on the job, for the log.'),
+});
+async function collectCsv(lines) {
+    const parts = [];
+    let bytes = 0;
+    for await (const line of lines) {
+        bytes += Buffer.byteLength(line, 'utf8');
+        if (bytes > MAX_INLINE_EXPORT_BYTES) {
+            throw AppError.validationFailed(`That export is over ${String(MAX_INLINE_EXPORT_BYTES / 1024)} KB, which is more than a tool result should carry`, [
+                {
+                    field: 'object',
+                    message: 'Download it from GET /v1/export/{object}.csv with the same API key',
+                },
+            ]);
+        }
+        parts.push(line);
+    }
+    return parts.join('');
+}
+export function registerImportExportTools(mcp, service) {
+    mcp.tool({
+        name: 'export_csv',
+        description: 'Export every record of one object as CSV text. Refuses an export too large to sit in ' +
+            'a tool result, and names the download to use instead. Mirrors GET /v1/export/{object}.csv.',
+        inputSchema: z.strictObject({ object: objectArg }),
+        invoke: async ({ object }, actor) => ({
+            object,
+            csv: await collectCsv(service.exportCsv(actor, object)),
+        }),
+    });
+    mcp.tool({
+        name: 'export_template_csv',
+        description: 'The header row Kelpie expects for one object, with no records in it. Start a hand-built ' +
+            'import from this. Mirrors GET /v1/export/templates/{object}.csv.',
+        inputSchema: z.strictObject({ object: objectArg }),
+        invoke: ({ object }) => Promise.resolve({ object, csv: service.templateCsv(object) }),
+    });
+    mcp.tool({
+        name: 'import_preview',
+        description: 'Dry-run a CSV: creates an import job, reports per-row create, update, skip and error ' +
+            'counts, and writes nothing. Commit it afterwards with import_commit and the same file. ' +
+            'Mirrors POST /v1/import/jobs.',
+        inputSchema: previewArgs,
+        invoke: async (args, actor) => importJobResponse(await service.createJob(actor, {
+            source: args.source,
+            object: args.object,
+            conflictMode: args.conflict_mode,
+            matchKeyId: args.match_key ?? defaultMatchKeyId(args.object),
+            columnMap: args.column_map,
+            fileName: args.file_name,
+            csv: args.csv,
+        })),
+    });
+    mcp.tool({
+        name: 'import_commit',
+        description: 'Apply a job that was dry-run. Send back the same file: a job keeps only its digest, ' +
+            'and a different one is refused. Re-running a commit is safe. Mirrors ' +
+            'POST /v1/import/jobs/{id}/commit.',
+        inputSchema: z.strictObject({ id: idArg, csv: csvArg }),
+        invoke: async ({ id, csv }, actor) => importJobResponse(await service.commit(actor, id, csv)),
+    });
+    mcp.tool({
+        name: 'import_job_get',
+        description: 'Read a job: status, counts and per-row errors. Poll this while a job is validating or ' +
+            'committing. Mirrors GET /v1/import/jobs/{id}.',
+        inputSchema: z.strictObject({ id: idArg }),
+        invoke: async ({ id }, actor) => importJobResponse(await service.getJob(actor, id)),
+    });
+}
+//# sourceMappingURL=tools.js.map

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

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

@@ -0,0 +1,7 @@
+import type { ImportObject, MatchKeyOption } from '@kelpie/schemas';
+import type { StoredRowError } from './schema.ts';
+/** The canonical form of an enum cell, or null when the cell is blank. */
+export declare function canonicalEnum(values: readonly string[], raw: string | undefined): string | null;
+/** @returns Every shape problem with the row, or an empty array when it is usable. */
+export declare function validateRow(object: ImportObject, matchKey: MatchKeyOption, mapped: Readonly<Record<string, string>>): readonly StoredRowError[];
+//# sourceMappingURL=validation.d.ts.map

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

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

@@ -0,0 +1,114 @@
+import { ACCOUNT_TYPES, COMPANY_STAGES, ICP_FITS, INFLUENCE_LEVELS, PREFERRED_CHANNELS, RELATIONSHIP_LEVELS, SIZE_BANDS, requiredColumns, } from '@kelpie/schemas';
+import { isoDateSchema } from '../../lib/dates.js';
+import { moneyToCents } from './mapping.js';
+/**
+ * What a row must look like before anything is looked up.
+ *
+ * Shape only: required cells present, enums recognised, numbers numeric, dates
+ * real. Whether the company a deal names exists is resolution, not validation,
+ * and lives in `plan.ts` where the workspace is in hand.
+ *
+ * Every problem with a row is reported at once. A row fixed one message at a
+ * time is four upload cycles, and the caller has the whole row in front of them.
+ *
+ * Pure.
+ */
+/** Something on both sides of an `@` and no whitespace. */
+const EMAIL_SHAPE = /^[^\s@]+@[^\s@]+$/u;
+/**
+ * A fixed value set, matched case-insensitively.
+ *
+ * `import-export.md` says an unknown enum is a row error rather than silently
+ * coerced, and that still holds: `Prospect` and `prospect` are the same value
+ * written two ways, which is what a person exports from a spreadsheet, while
+ * `Client` is unknown and fails.
+ */
+function readEnum(values, raw) {
+    return values.find((value) => value.toLowerCase() === raw.trim().toLowerCase());
+}
+/** @returns The canonical stored value, or an error naming what was refused. */
+function checkEnum(errors, field, values, raw) {
+    if (raw === undefined || raw.trim().length === 0) {
+        return;
+    }
+    if (readEnum(values, raw) === undefined) {
+        errors.push({
+            field,
+            message: `Unknown ${field} "${raw.trim()}". Use one of: ${values.join(', ')}`,
+        });
+    }
+}
+/** The canonical form of an enum cell, or null when the cell is blank. */
+export function canonicalEnum(values, raw) {
+    if (raw === undefined || raw.trim().length === 0) {
+        return null;
+    }
+    return readEnum(values, raw) ?? null;
+}
+function checkRequired(errors, object, matchKey, mapped) {
+    for (const column of requiredColumns(object, matchKey)) {
+        if ((mapped[column] ?? '').trim().length === 0) {
+            errors.push({ field: column, message: 'Missing required field' });
+        }
+    }
+}
+function checkCompany(errors, mapped) {
+    checkEnum(errors, 'stage', COMPANY_STAGES, mapped.stage);
+    checkEnum(errors, 'size_band', SIZE_BANDS, mapped.size_band);
+    checkEnum(errors, 'account_type', ACCOUNT_TYPES, mapped.account_type);
+    checkEnum(errors, 'icp_fit', ICP_FITS, mapped.icp_fit);
+}
+function checkPerson(errors, mapped) {
+    const email = (mapped.email ?? '').trim();
+    if (email.length > 0 && !EMAIL_SHAPE.test(email)) {
+        errors.push({ field: 'email', message: `"${email}" is not an email address` });
+    }
+    checkEnum(errors, 'preferred_channel', PREFERRED_CHANNELS, mapped.preferred_channel);
+    checkEnum(errors, 'influence', INFLUENCE_LEVELS, mapped.influence);
+    checkEnum(errors, 'relationship', RELATIONSHIP_LEVELS, mapped.relationship);
+}
+function checkPosition(errors, mapped) {
+    const email = (mapped.person_email ?? '').trim();
+    if (email.length > 0 && !EMAIL_SHAPE.test(email)) {
+        errors.push({ field: 'person_email', message: `"${email}" is not an email address` });
+    }
+}
+function checkDeal(errors, mapped) {
+    if (moneyToCents(mapped.value) === undefined) {
+        errors.push({ field: 'value', message: `"${mapped.value ?? ''}" is not a number` });
+    }
+    const close = (mapped.expected_close ?? '').trim();
+    if (close.length > 0 && !isoDateSchema.safeParse(close).success) {
+        errors.push({ field: 'expected_close', message: `"${close}" is not a date. Use YYYY-MM-DD` });
+    }
+    const owner = (mapped.owner_email ?? '').trim();
+    if (owner.length > 0 && !EMAIL_SHAPE.test(owner)) {
+        errors.push({ field: 'owner_email', message: `"${owner}" is not an email address` });
+    }
+}
+/** @returns Every shape problem with the row, or an empty array when it is usable. */
+export function validateRow(object, matchKey, mapped) {
+    const errors = [];
+    checkRequired(errors, object, matchKey, mapped);
+    // Past a missing required cell the rest is noise: an absent email is not also
+    // a malformed one, and the caller has one thing to fix either way.
+    if (errors.length > 0) {
+        return errors;
+    }
+    switch (object) {
+        case 'companies':
+            checkCompany(errors, mapped);
+            break;
+        case 'people':
+            checkPerson(errors, mapped);
+            break;
+        case 'positions':
+            checkPosition(errors, mapped);
+            break;
+        case 'deals':
+            checkDeal(errors, mapped);
+            break;
+    }
+    return errors;
+}
+//# sourceMappingURL=validation.js.map

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

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

@@ -0,0 +1,45 @@
+import type { IdFactory } from '../../lib/ids.ts';
+import type { RecordObjectType } from '../../runtime/events.ts';
+import type { Transaction } from '../../runtime/transaction.ts';
+import type { ActivityRecorder } from '../activities/recorder.ts';
+import type { Actor } from '../auth/actor.ts';
+import type { RowPlan } from './plan.ts';
+/**
+ * Applying one planned row: the insert or update, and the timeline entry that
+ * says where the record came from.
+ *
+ * The activity is the reason this is not four lines in the service. A record an
+ * import invented has to say so on its own timeline — `created Company via
+ * acme-companies.csv` — and a Position says it on both ends rather than on
+ * itself, because a position is a link and nothing renders its timeline.
+ */
+export interface WriteDependencies {
+    readonly tx: Transaction;
+    readonly workspaceId: string;
+    readonly createId: IdFactory;
+    readonly now: Date;
+    readonly actor: Actor;
+    readonly recordActivity: ActivityRecorder;
+    /** What the timeline names as the source: the uploaded file. */
+    readonly sourceName: string;
+}
+export interface WriteOutcome {
+    readonly recordId: string;
+    readonly objectType: RecordObjectType;
+    /**
+     * The columns an update moved, for `record.updated`. Empty on a create, and
+     * empty on an update that resent the values already stored — which emits
+     * nothing at all.
+     */
+    readonly changedFields: readonly string[];
+}
+/** A create or update plan. `skip` and `error` never reach here. */
+type WritablePlan = Extract<RowPlan, {
+    action: 'create';
+} | {
+    action: 'update';
+}>;
+/** Applies one planned row and files its history. Runs inside the caller's transaction. */
+export declare function applyWrite(dependencies: WriteDependencies, plan: WritablePlan): Promise<WriteOutcome>;
+export {};
+//# sourceMappingURL=writes.d.ts.map

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

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package/dist/modules/import-export/writes.js

@@ -0,0 +1,247 @@
+import { changedKeys } from '../../lib/changes.js';
+import { AppError } from '../../lib/errors.js';
+import { describeCreationVia, describeLink, describeUpdateVia } from '../activities/wording.js';
+import * as companyRepository from '../companies/repository.js';
+import * as dealRepository from '../deals/repository.js';
+import * as peopleRepository from '../people/repository.js';
+import * as positionRepository from '../positions/repository.js';
+import { IMPORT_DEAL_CURRENCY, NEW_COMPANY_DEFAULTS, NEW_PERSON_DEFAULTS } from './drafts.js';
+function requireTarget(plan) {
+    // A commit resolves its lookups inside its own transaction, so an update it
+    // planned always names a record that exists. The in-file placeholder is a
+    // dry-run artefact and cannot arrive here.
+    if (plan.targetId === null) {
+        throw new Error('An import commit planned an update with no record to update');
+    }
+    return plan.targetId;
+}
+async function writeCompany(dependencies, plan, write) {
+    const { tx, workspaceId } = dependencies;
+    if (plan.action === 'create') {
+        const created = await companyRepository.insertCompany(tx, {
+            ...NEW_COMPANY_DEFAULTS,
+            ...write.draft,
+            tags: write.draft.tags === undefined ? undefined : [...write.draft.tags],
+            id: dependencies.createId('company'),
+            workspaceId,
+            name: write.draft.name ?? '',
+        });
+        return { recordId: created.id, objectType: 'company', changedFields: [] };
+    }
+    const id = requireTarget(plan);
+    const existing = await companyRepository.findCompany(tx, workspaceId, id);
+    if (existing === undefined) {
+        throw AppError.notFound('Company not found');
+    }
+    const columns = {
+        ...write.draft,
+        tags: write.draft.tags === undefined ? undefined : [...write.draft.tags],
+    };
+    const changedFields = changedKeys(existing, columns);
+    if (changedFields.length > 0) {
+        await companyRepository.updateCompany(tx, workspaceId, id, {
+            ...columns,
+            updatedAt: dependencies.now,
+        });
+    }
+    return { recordId: id, objectType: 'company', changedFields };
+}
+async function writePerson(dependencies, plan, write) {
+    const { tx, workspaceId } = dependencies;
+    if (plan.action === 'create') {
+        const created = await peopleRepository.insertPerson(tx, {
+            ...NEW_PERSON_DEFAULTS,
+            ...write.draft,
+            phones: write.draft.phones === undefined ? undefined : [...write.draft.phones],
+            tags: write.draft.tags === undefined ? undefined : [...write.draft.tags],
+            id: dependencies.createId('person'),
+            workspaceId,
+            name: write.draft.name ?? '',
+        });
+        return { recordId: created.id, objectType: 'person', changedFields: [] };
+    }
+    const id = requireTarget(plan);
+    const existing = await peopleRepository.findPerson(tx, workspaceId, id);
+    if (existing === undefined) {
+        throw AppError.notFound('Person not found');
+    }
+    const columns = {
+        ...write.draft,
+        phones: write.draft.phones === undefined ? undefined : [...write.draft.phones],
+        tags: write.draft.tags === undefined ? undefined : [...write.draft.tags],
+    };
+    const changedFields = changedKeys(existing, columns);
+    if (changedFields.length > 0) {
+        await peopleRepository.updatePerson(tx, workspaceId, id, {
+            ...columns,
+            updatedAt: dependencies.now,
+        });
+    }
+    return { recordId: id, objectType: 'person', changedFields };
+}
+/**
+ * A Position's only writable field is its title, so an update is a rename.
+ *
+ * With the three-column match key a title change is a different key and creates
+ * a second position; with the two-column key it renames the one that is there,
+ * which is the reason that key exists.
+ */
+async function writePosition(dependencies, plan, write) {
+    const { tx, workspaceId } = dependencies;
+    if (plan.action === 'create') {
+        const created = await positionRepository.insertPosition(tx, {
+            id: dependencies.createId('position'),
+            workspaceId,
+            personId: write.personId,
+            companyId: write.companyId,
+            title: write.title,
+        });
+        return { recordId: created.id, objectType: 'position', changedFields: [] };
+    }
+    const id = requireTarget(plan);
+    const existing = await positionRepository.findPosition(tx, workspaceId, id);
+    if (existing === undefined) {
+        throw AppError.notFound('Position not found');
+    }
+    const changedFields = changedKeys(existing, { title: write.title });
+    if (changedFields.length > 0) {
+        await positionRepository.updatePosition(tx, workspaceId, id, {
+            title: write.title,
+            updatedAt: dependencies.now,
+        });
+    }
+    return { recordId: id, objectType: 'position', changedFields };
+}
+/**
+ * The people on a deal are replaced only when the file said something about
+ * them.
+ *
+ * `person_emails` blank or unmapped leaves the existing contacts alone, the same
+ * rule every other column follows. A mapped, filled-in cell is the file stating
+ * the list, so it replaces.
+ */
+async function reconcileDealPeople(dependencies, dealId, personIds) {
+    const current = await dealRepository.listPersonIds(dependencies.tx, dealId);
+    const added = personIds.filter((personId) => !current.includes(personId));
+    const removed = current.filter((personId) => !personIds.includes(personId));
+    await dealRepository.insertDealPeople(dependencies.tx, dealId, added);
+    await dealRepository.deleteDealPeople(dependencies.tx, dealId, removed);
+    return added.length > 0 || removed.length > 0;
+}
+async function writeDeal(dependencies, plan, write) {
+    const { tx, workspaceId } = dependencies;
+    if (plan.action === 'create') {
+        const id = dependencies.createId('deal');
+        await dealRepository.insertDeal(tx, {
+            ...write.draft,
+            competitors: write.draft.competitors === undefined ? undefined : [...write.draft.competitors],
+            tags: write.draft.tags === undefined ? undefined : [...write.draft.tags],
+            id,
+            workspaceId,
+            name: write.draft.name ?? '',
+            companyId: write.companyId,
+            stageId: write.stageId,
+            ownerId: write.ownerId,
+            // A value with no currency beside it means nothing. The deals API defaults
+            // the same way, and no CSV column carries one.
+            currency: IMPORT_DEAL_CURRENCY,
+        });
+        await dealRepository.insertDealPeople(tx, id, write.personIds);
+        return { recordId: id, objectType: 'deal', changedFields: [] };
+    }
+    const id = requireTarget(plan);
+    const existing = await dealRepository.findDeal(tx, workspaceId, id);
+    if (existing === undefined) {
+        throw AppError.notFound('Deal not found');
+    }
+    const columns = {
+        ...write.draft,
+        competitors: write.draft.competitors === undefined ? undefined : [...write.draft.competitors],
+        tags: write.draft.tags === undefined ? undefined : [...write.draft.tags],
+        companyId: write.companyId,
+        stageId: write.stageId,
+        ...(write.ownerId === null ? {} : { ownerId: write.ownerId }),
+    };
+    const changed = changedKeys(existing, columns);
+    if (changed.length > 0) {
+        await dealRepository.updateDeal(tx, workspaceId, id, {
+            ...columns,
+            updatedAt: dependencies.now,
+        });
+    }
+    const peopleMoved = write.setsPeople
+        ? await reconcileDealPeople(dependencies, id, write.personIds)
+        : false;
+    return {
+        recordId: id,
+        objectType: 'deal',
+        changedFields: peopleMoved ? [...changed, 'personIds'] : changed,
+    };
+}
+/** What a timeline calls each object. */
+const OBJECT_LABEL = {
+    companies: 'Company',
+    people: 'Person',
+    positions: 'Position',
+    deals: 'Deal',
+};
+/**
+ * Files the timeline entry.
+ *
+ * A Position lands on the person and the company rather than on itself: nothing
+ * renders a position's timeline, and `linked to company` is the sentence the
+ * positions service already writes for the same event.
+ */
+async function recordHistory(dependencies, plan, write, outcome) {
+    const { tx, workspaceId, actor, sourceName } = dependencies;
+    if (write.object === 'positions') {
+        if (plan.action !== 'create') {
+            return;
+        }
+        for (const end of [
+            { targetType: 'person', targetId: write.personId, related: 'company' },
+            { targetType: 'company', targetId: write.companyId, related: 'person' },
+        ]) {
+            await dependencies.recordActivity(tx, workspaceId, actor, {
+                targetType: end.targetType,
+                targetId: end.targetId,
+                kind: 'linked',
+                ...describeLink(end.related, sourceName),
+            });
+        }
+        return;
+    }
+    // An update that moved nothing is not history. The record was matched and
+    // resent, which is what a re-run of the same file does.
+    if (plan.action === 'update' && outcome.changedFields.length === 0) {
+        return;
+    }
+    const label = OBJECT_LABEL[write.object];
+    await dependencies.recordActivity(tx, workspaceId, actor, {
+        targetType: write.object === 'companies' ? 'company' : write.object === 'people' ? 'person' : 'deal',
+        targetId: outcome.recordId,
+        kind: plan.action === 'create' ? 'created' : 'updated',
+        ...(plan.action === 'create'
+            ? describeCreationVia(label, sourceName)
+            : describeUpdateVia(label, sourceName)),
+    });
+}
+/** Applies one planned row and files its history. Runs inside the caller's transaction. */
+export async function applyWrite(dependencies, plan) {
+    const { write } = plan;
+    const outcome = await (async () => {
+        switch (write.object) {
+            case 'companies':
+                return writeCompany(dependencies, plan, write);
+            case 'people':
+                return writePerson(dependencies, plan, write);
+            case 'positions':
+                return writePosition(dependencies, plan, write);
+            case 'deals':
+                return writeDeal(dependencies, plan, write);
+        }
+    })();
+    await recordHistory(dependencies, plan, write, outcome);
+    return outcome;
+}
+//# sourceMappingURL=writes.js.map

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

@@ -0,0 +1 @@
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