@kelpie/server 0.10.0 → 0.12.0

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

@@ -43,7 +43,7 @@ function enumeration(mapped, column, values) {
 function present(draft) {
     return Object.fromEntries(Object.entries(draft).filter(([, value]) => value !== undefined));
 }
-export function companyDraft(mapped) {
+export function companyDraft(mapped, customFields = {}) {
     const domain = text(mapped, 'domain');
     return present({
         name: text(mapped, 'name'),
@@ -58,6 +58,7 @@ export function companyDraft(mapped) {
         icpFit: enumeration(mapped, 'icp_fit', ICP_FITS),
         summary: text(mapped, 'summary'),
         tags: list(mapped, 'tags'),
+        customFields: Object.keys(customFields).length === 0 ? undefined : customFields,
     });
 }
 /**
@@ -66,7 +67,7 @@ export function companyDraft(mapped) {
  * blank, and never the other way round: a `name` cell is never split to fill
  * `first_name`, since a guessed part is stored exactly like one somebody typed.
  */
-export function personDraft(mapped) {
+export function personDraft(mapped, customFields = {}) {
     const email = text(mapped, 'email');
     const firstName = text(mapped, 'first_name');
     const lastName = text(mapped, 'last_name');
@@ -87,6 +88,7 @@ export function personDraft(mapped) {
         relationship: enumeration(mapped, 'relationship', RELATIONSHIP_LEVELS),
         summary: text(mapped, 'summary'),
         tags: list(mapped, 'tags'),
+        customFields: Object.keys(customFields).length === 0 ? undefined : customFields,
     });
 }
 /**
@@ -112,13 +114,14 @@ export function affiliationCompanyDraft(mapped) {
         icpFit: undefined,
         summary: undefined,
         tags: undefined,
+        customFields: undefined,
     });
 }
 /**
  * `value` is required, so `moneyToCents` has already been checked by
  * `validateRow` and cannot be undefined here.
  */
-export function dealFieldsDraft(mapped) {
+export function dealFieldsDraft(mapped, customFields = {}) {
     const cents = moneyToCents(mapped.value);
     return present({
         name: text(mapped, 'name'),
@@ -130,6 +133,65 @@ export function dealFieldsDraft(mapped) {
         summary: text(mapped, 'summary'),
         tags: list(mapped, 'tags'),
         externalId: text(mapped, 'external_id'),
+        customFields: Object.keys(customFields).length === 0 ? undefined : customFields,
+    });
+}
+export function opportunityFieldsDraft(mapped, customFields = {}) {
+    return present({
+        name: text(mapped, 'name'),
+        kind: text(mapped, 'kind'),
+        expectedClose: text(mapped, 'expected_close'),
+        summary: text(mapped, 'summary'),
+        tags: list(mapped, 'tags'),
+        customFields: Object.keys(customFields).length === 0 ? undefined : customFields,
+    });
+}
+export function enquiryFieldsDraft(mapped, customFields = {}) {
+    return present({
+        name: text(mapped, 'name'),
+        source: text(mapped, 'source'),
+        summary: text(mapped, 'summary'),
+        tags: list(mapped, 'tags'),
+        customFields: Object.keys(customFields).length === 0 ? undefined : customFields,
+    });
+}
+export function partnershipFieldsDraft(mapped, customFields = {}) {
+    return present({
+        name: text(mapped, 'name'),
+        kind: text(mapped, 'kind'),
+        nextTouchpoint: text(mapped, 'next_touchpoint'),
+        goals: text(mapped, 'goals'),
+        successLooksLike: text(mapped, 'success_looks_like'),
+        summary: text(mapped, 'summary'),
+        tags: list(mapped, 'tags'),
+        customFields: Object.keys(customFields).length === 0 ? undefined : customFields,
+    });
+}
+export function raiseFieldsDraft(mapped, customFields = {}) {
+    const cents = moneyToCents(mapped.check_size);
+    return present({
+        name: text(mapped, 'name'),
+        checkSizeCents: cents === undefined ? undefined : cents,
+        currency: text(mapped, 'currency'),
+        thesisFit: text(mapped, 'thesis_fit'),
+        passReason: text(mapped, 'pass_reason'),
+        expectedClose: text(mapped, 'expected_close'),
+        summary: text(mapped, 'summary'),
+        tags: list(mapped, 'tags'),
+        customFields: Object.keys(customFields).length === 0 ? undefined : customFields,
+    });
+}
+export function customFieldDefinitionDraft(mapped) {
+    const sortOrderRaw = text(mapped, 'sort_order');
+    const sortOrder = sortOrderRaw === undefined ? undefined : Number.parseInt(sortOrderRaw, 10);
+    return present({
+        objectType: text(mapped, 'object_type'),
+        key: text(mapped, 'key'),
+        label: text(mapped, 'label'),
+        type: text(mapped, 'type'),
+        options: list(mapped, 'options'),
+        description: text(mapped, 'description'),
+        sortOrder: sortOrder !== undefined && Number.isInteger(sortOrder) ? sortOrder : undefined,
     });
 }
 //# sourceMappingURL=drafts.js.map

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

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

@@ -1,20 +1,22 @@
-import type { ImportObject } from '@kelpie/schemas';
-import type { ExportCompanyRow, ExportDealRow, ExportPersonRow, ExportPositionRow } from './repository.ts';
+import type { ExportObject } from '@kelpie/schemas';
+import type { CustomFieldDefinitionRecord } from '../custom-fields/repository.ts';
+import type { ExportCompanyRow, ExportDealRow, ExportEnquiryRow, ExportOpportunityRow, ExportPartnershipRow, ExportPersonRow, ExportPositionRow, ExportRaiseRow } from './repository.ts';
 /**
  * The header row of an export and of a template.
  *
- * `importOnly` columns are left out: a People import may map `company_domain`,
- * `company_name`, `title`, `consent_status`, and `consent_at` to drive extra
- * writes, but none is a field on the person row. A template also leaves out
- * `exportOnly` columns (`do_not_contact`, `consents`), which the export writes
- * for readability but a caller round-trips through the per-purpose columns and
- * `consent_purpose_id` on the job.
+ * `importOnly` columns are left out. Custom field definition keys append in
+ * workspace sort order when the object type carries custom fields.
  */
-export declare function headersFor(object: ImportObject): readonly string[];
+export declare function headersFor(object: ExportObject, definitions?: readonly CustomFieldDefinitionRecord[]): readonly string[];
 /** The template's headers — the round-trippable ones for a caller to fill in. */
-export declare function templateHeadersFor(object: ImportObject): readonly string[];
-export declare function companyCells(row: ExportCompanyRow): readonly string[];
-export declare function personCells(row: ExportPersonRow): readonly string[];
+export declare function templateHeadersFor(object: ExportObject, definitions?: readonly CustomFieldDefinitionRecord[]): readonly string[];
+export declare function companyCells(row: ExportCompanyRow, definitions?: readonly CustomFieldDefinitionRecord[]): readonly string[];
+export declare function personCells(row: ExportPersonRow, definitions?: readonly CustomFieldDefinitionRecord[]): readonly string[];
 export declare function positionCells(row: ExportPositionRow): readonly string[];
-export declare function dealCells(row: ExportDealRow, personEmails: readonly string[]): readonly string[];
+export declare function dealCells(row: ExportDealRow, personEmails: readonly string[], definitions?: readonly CustomFieldDefinitionRecord[]): readonly string[];
+export declare function opportunityCells(row: ExportOpportunityRow, personEmails: readonly string[], definitions?: readonly CustomFieldDefinitionRecord[]): readonly string[];
+export declare function enquiryCells(row: ExportEnquiryRow, personEmails: readonly string[], definitions?: readonly CustomFieldDefinitionRecord[]): readonly string[];
+export declare function partnershipCells(row: ExportPartnershipRow, personEmails: readonly string[], definitions?: readonly CustomFieldDefinitionRecord[]): readonly string[];
+export declare function raiseCells(row: ExportRaiseRow, personEmails: readonly string[], definitions?: readonly CustomFieldDefinitionRecord[]): readonly string[];
+export declare function customFieldDefinitionRowCells(row: CustomFieldDefinitionRecord): readonly string[];
 //# sourceMappingURL=exportRows.d.ts.map

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

@@ -1 +1 @@
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+{"version":3,"file":"exportRows.d.ts","sourceRoot":"","sources":["../../../src/modules/import-export/exportRows.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAA+B,YAAY,EAAE,MAAM,iBAAiB,CAAA;AAEhF,OAAO,KAAK,EAAE,2BAA2B,EAAE,MAAM,gCAAgC,CAAA;AAGjF,OAAO,KAAK,EACV,gBAAgB,EAChB,aAAa,EACb,gBAAgB,EAChB,oBAAoB,EACpB,oBAAoB,EACpB,eAAe,EACf,iBAAiB,EACjB,cAAc,EACf,MAAM,iBAAiB,CAAA;AAuBxB;;;;;GAKG;AACH,wBAAgB,UAAU,CACxB,MAAM,EAAE,YAAY,EACpB,WAAW,GAAE,SAAS,2BAA2B,EAAO,GACvD,SAAS,MAAM,EAAE,CAUnB;AAED,iFAAiF;AACjF,wBAAgB,kBAAkB,CAChC,MAAM,EAAE,YAAY,EACpB,WAAW,GAAE,SAAS,2BAA2B,EAAO,GACvD,SAAS,MAAM,EAAE,CAUnB;AAcD,wBAAgB,YAAY,CAC1B,GAAG,EAAE,gBAAgB,EACrB,WAAW,GAAE,SAAS,2BAA2B,EAAO,GACvD,SAAS,MAAM,EAAE,CAmBnB;AAED,wBAAgB,WAAW,CACzB,GAAG,EAAE,eAAe,EACpB,WAAW,GAAE,SAAS,2BAA2B,EAAO,GACvD,SAAS,MAAM,EAAE,CAuBnB;AAED,wBAAgB,aAAa,CAAC,GAAG,EAAE,iBAAiB,GAAG,SAAS,MAAM,EAAE,CAEvE;AAED,wBAAgB,SAAS,CACvB,GAAG,EAAE,aAAa,EAClB,YAAY,EAAE,SAAS,MAAM,EAAE,EAC/B,WAAW,GAAE,SAAS,2BAA2B,EAAO,GACvD,SAAS,MAAM,EAAE,CAoBnB;AAED,wBAAgB,gBAAgB,CAC9B,GAAG,EAAE,oBAAoB,EACzB,YAAY,EAAE,SAAS,MAAM,EAAE,EAC/B,WAAW,GAAE,SAAS,2BAA2B,EAAO,GACvD,SAAS,MAAM,EAAE,CAgBnB;AAED,wBAAgB,YAAY,CAC1B,GAAG,EAAE,gBAAgB,EACrB,YAAY,EAAE,SAAS,MAAM,EAAE,EAC/B,WAAW,GAAE,SAAS,2BAA2B,EAAO,GACvD,SAAS,MAAM,EAAE,CAenB;AAED,wBAAgB,gBAAgB,CAC9B,GAAG,EAAE,oBAAoB,EACzB,YAAY,EAAE,SAAS,MAAM,EAAE,EAC/B,WAAW,GAAE,SAAS,2BAA2B,EAAO,GACvD,SAAS,MAAM,EAAE,CAkBnB;AAED,wBAAgB,UAAU,CACxB,GAAG,EAAE,cAAc,EACnB,YAAY,EAAE,SAAS,MAAM,EAAE,EAC/B,WAAW,GAAE,SAAS,2BAA2B,EAAO,GACvD,SAAS,MAAM,EAAE,CAmBnB;AAED,wBAAgB,6BAA6B,CAAC,GAAG,EAAE,2BAA2B,GAAG,SAAS,MAAM,EAAE,CAEjG"}

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

@@ -1,13 +1,14 @@
-import { OBJECT_COLUMNS } from '@kelpie/schemas';
+import { OBJECT_COLUMNS, customFieldObjectTypeForExport } from '@kelpie/schemas';
+import { customFieldCells, customFieldDefinitionCells, customFieldHeaderKeys } from './customFieldCsv.js';
 import { centsToMoney } from './mapping.js';
 /**
- * Records as CSV cells, in the header order of `OBJECT_COLUMNS`.
+ * Records as CSV cells, in the header order of `OBJECT_COLUMNS` and
+ * `EXPORT_ONLY_COLUMNS`, plus workspace custom field keys when the object
+ * carries them.
  *
- * 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.
+ * An export writes what an import reads where import exists: the stage is its
+ * **slug**, and money is the major unit rather than cents. Custom field values
+ * append as columns named by definition key.
  *
  * Pure.
  */
@@ -15,29 +16,42 @@ import { centsToMoney } from './mapping.js';
 function joinList(values) {
     return values.join('|');
 }
+function baseColumnsFor(object) {
+    return OBJECT_COLUMNS[object];
+}
 /**
  * The header row of an export and of a template.
  *
- * `importOnly` columns are left out: a People import may map `company_domain`,
- * `company_name`, `title`, `consent_status`, and `consent_at` to drive extra
- * writes, but none is a field on the person row. A template also leaves out
- * `exportOnly` columns (`do_not_contact`, `consents`), which the export writes
- * for readability but a caller round-trips through the per-purpose columns and
- * `consent_purpose_id` on the job.
+ * `importOnly` columns are left out. Custom field definition keys append in
+ * workspace sort order when the object type carries custom fields.
  */
-export function headersFor(object) {
-    return OBJECT_COLUMNS[object]
+export function headersFor(object, definitions = []) {
+    const base = baseColumnsFor(object)
         .filter((column) => column.importOnly !== true)
         .map((column) => column.key);
+    if (customFieldObjectTypeForExport(object) === null) {
+        return base;
+    }
+    return [...base, ...customFieldHeaderKeys(definitions)];
 }
 /** The template's headers — the round-trippable ones for a caller to fill in. */
-export function templateHeadersFor(object) {
-    return OBJECT_COLUMNS[object]
+export function templateHeadersFor(object, definitions = []) {
+    const base = baseColumnsFor(object)
         .filter((column) => column.importOnly !== true && column.exportOnly !== true)
         .map((column) => column.key);
+    if (customFieldObjectTypeForExport(object) === null) {
+        return base;
+    }
+    return [...base, ...customFieldHeaderKeys(definitions)];
+}
+function withCustomFields(base, customFields, definitions) {
+    if (definitions.length === 0) {
+        return base;
+    }
+    return [...base, ...customFieldCells(customFields, customFieldHeaderKeys(definitions))];
 }
-export function companyCells(row) {
-    return [
+export function companyCells(row, definitions = []) {
+    return withCustomFields([
         row.name,
         row.domain ?? '',
         row.industry ?? '',
@@ -50,10 +64,10 @@ export function companyCells(row) {
         joinList(row.tags),
         row.website ?? '',
         row.hq ?? '',
-    ];
+    ], row.customFields, definitions);
 }
-export function personCells(row) {
-    return [
+export function personCells(row, definitions = []) {
+    return withCustomFields([
         row.name,
         row.salutation ?? '',
         row.firstName ?? '',
@@ -70,13 +84,13 @@ export function personCells(row) {
         joinList(row.phones),
         row.doNotContact ? 'true' : 'false',
         row.consents,
-    ];
+    ], row.customFields, definitions);
 }
 export function positionCells(row) {
     return [row.personEmail ?? '', row.companyDomain ?? '', row.title];
 }
-export function dealCells(row, personEmails) {
-    return [
+export function dealCells(row, personEmails, definitions = []) {
+    return withCustomFields([
         row.name,
         row.companyDomain ?? '',
         row.stageSlug,
@@ -90,6 +104,65 @@ export function dealCells(row, personEmails) {
         row.summary,
         joinList(row.tags),
         row.externalId ?? '',
-    ];
+    ], row.customFields, definitions);
+}
+export function opportunityCells(row, personEmails, definitions = []) {
+    return withCustomFields([
+        row.name,
+        row.kind,
+        row.companyDomain ?? '',
+        row.stageSlug,
+        row.ownerEmail ?? '',
+        row.expectedClose ?? '',
+        joinList(personEmails),
+        row.summary,
+        joinList(row.tags),
+    ], row.customFields, definitions);
+}
+export function enquiryCells(row, personEmails, definitions = []) {
+    return withCustomFields([
+        row.name,
+        row.source,
+        row.companyDomain ?? '',
+        row.stageSlug,
+        row.ownerEmail ?? '',
+        joinList(personEmails),
+        row.summary,
+        joinList(row.tags),
+    ], row.customFields, definitions);
+}
+export function partnershipCells(row, personEmails, definitions = []) {
+    return withCustomFields([
+        row.name,
+        row.companyDomain ?? '',
+        row.stageSlug,
+        row.kind,
+        row.nextTouchpoint ?? '',
+        row.ownerEmail ?? '',
+        row.goals,
+        row.successLooksLike,
+        joinList(personEmails),
+        row.summary,
+        joinList(row.tags),
+    ], row.customFields, definitions);
+}
+export function raiseCells(row, personEmails, definitions = []) {
+    return withCustomFields([
+        row.name,
+        row.companyDomain ?? '',
+        row.stageSlug,
+        row.checkSizeCents === null ? '' : centsToMoney(row.checkSizeCents),
+        row.currency ?? '',
+        row.thesisFit,
+        row.passReason ?? '',
+        row.ownerEmail ?? '',
+        row.expectedClose ?? '',
+        joinList(personEmails),
+        row.summary,
+        joinList(row.tags),
+    ], row.customFields, definitions);
+}
+export function customFieldDefinitionRowCells(row) {
+    return customFieldDefinitionCells(row);
 }
 //# sourceMappingURL=exportRows.js.map

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

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

@@ -1,5 +1,6 @@
 import type { ConsentStatus, ImportConflictMode, ImportCounts, ImportObject, MatchKeyOption, OnMissingCompany } from '@kelpie/schemas';
-import type { CompanyDraft, DealFieldsDraft, PersonDraft } from './drafts.ts';
+import type { CustomFieldDefinitionRecord } from '../custom-fields/repository.ts';
+import type { CompanyDraft, CustomFieldDefinitionDraft, DealFieldsDraft, EnquiryFieldsDraft, OpportunityFieldsDraft, PartnershipFieldsDraft, PersonDraft, RaiseFieldsDraft } from './drafts.ts';
 import type { StoredRowError } from './schema.ts';
 /**
  * What a row would do, and to what.
@@ -20,8 +21,8 @@ export interface ImportLookups {
     readonly companyIdByName: 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>;
+    /** Pipeline stage id, keyed by both its slug and its folded label. */
+    readonly stageIdByName: ReadonlyMap<string, string>;
 }
 export interface PlanContext {
     readonly object: ImportObject;
@@ -32,6 +33,9 @@ export interface PlanContext {
     /** The consent purpose the job grants for each row's consent_status. Null when not set. */
     readonly consentPurposeId: string | null;
     readonly lookups: ImportLookups;
+    /** Workspace custom field definitions when the object carries custom field values. */
+    readonly customFieldDefinitions: readonly CustomFieldDefinitionRecord[];
+    readonly baseColumnKeys: ReadonlySet<string>;
 }
 /**
  * A company affiliation a People row asks for: the position to write, and
@@ -76,15 +80,42 @@ export type ImportWrite = {
     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;
+} | {
+    readonly object: 'opportunities';
+    readonly draft: OpportunityFieldsDraft;
+    readonly companyId: string | null;
+    readonly stageId: string;
+    readonly ownerId: string | null;
+    readonly personIds: readonly string[];
+    readonly setsPeople: boolean;
+} | {
+    readonly object: 'enquiries';
+    readonly draft: EnquiryFieldsDraft;
+    readonly companyId: string | null;
+    readonly stageId: string;
+    readonly ownerId: string | null;
+    readonly personIds: readonly string[];
+    readonly setsPeople: boolean;
+} | {
+    readonly object: 'partnerships';
+    readonly draft: PartnershipFieldsDraft;
+    readonly companyId: string;
+    readonly stageId: string;
+    readonly ownerId: string | null;
+    readonly personIds: readonly string[];
+    readonly setsPeople: boolean;
+} | {
+    readonly object: 'raises';
+    readonly draft: RaiseFieldsDraft;
+    readonly companyId: string;
+    readonly stageId: string;
+    readonly ownerId: string | null;
+    readonly personIds: readonly string[];
+    readonly setsPeople: boolean;
+} | {
+    readonly object: 'custom_fields';
+    readonly draft: CustomFieldDefinitionDraft;
 };
 export type RowPlan = {
     readonly action: 'error';

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

@@ -1 +1 @@
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