@kelpie/server 0.11.0 → 0.13.0

package/src/modules/sample-data/fixture.ts

@@ -1,4 +1,4 @@
-import type { AccountType, CompanyStage, IcpFit, SizeBand } from '@kelpie/schemas'
+import type { AccountType, CompanyAddress, CompanyStage, IcpFit, PersonAddress, SizeBand } from '@kelpie/schemas'
 import type { CandidateStatus, InterviewStage, RoleStatus } from '@kelpie/schemas'
 import type { Influence, PreferredChannel, Relationship } from '@kelpie/schemas'
 import type { PipelineKind, PlanItemStatus, RecordTargetType } from '@kelpie/schemas'
@@ -22,8 +22,7 @@ export interface FixtureCompany {
   readonly description: string
   readonly stage: CompanyStage
   readonly sizeBand: SizeBand
-  readonly hq: string | null
-  readonly website: string | null
+  readonly addresses: readonly CompanyAddress[]
   readonly accountType: AccountType
   readonly icpFit: IcpFit
   readonly techStack: readonly string[]
@@ -43,7 +42,7 @@ export interface FixturePerson {
   readonly firstName: string
   readonly lastName: string
   readonly email: string | null
-  readonly location: string | null
+  readonly addresses: readonly PersonAddress[]
   readonly preferredChannel: PreferredChannel
   readonly influence: Influence
   readonly relationship: Relationship
@@ -51,6 +50,43 @@ export interface FixturePerson {
   readonly tags: readonly string[]
 }
 
+function postalAddress<Kind extends string>(
+  kind: Kind,
+  parts: {
+    readonly line1?: string
+    readonly line2?: string
+    readonly city: string
+    readonly region?: string
+    readonly postalCode?: string
+    readonly country?: string
+    readonly primary?: boolean
+  },
+): {
+  readonly kind: Kind
+  readonly line1: string | null
+  readonly line2: string | null
+  readonly city: string
+  readonly region: string | null
+  readonly postalCode: string | null
+  readonly country: string
+  readonly primary: boolean
+} {
+  return {
+    kind,
+    line1: parts.line1 ?? null,
+    line2: parts.line2 ?? null,
+    city: parts.city,
+    region: parts.region ?? null,
+    postalCode: parts.postalCode ?? null,
+    country: parts.country ?? 'AU',
+    primary: parts.primary ?? false,
+  }
+}
+
+function cityAddress<Kind extends string>(kind: Kind, city: string): ReturnType<typeof postalAddress<Kind>> {
+  return postalAddress(kind, { city, primary: true })
+}
+
 export interface FixturePosition {
   readonly personKey: string
   readonly companyKey: string
@@ -156,6 +192,30 @@ export interface FixtureCandidate {
   readonly referrerPersonKey: string | null
 }
 
+export interface FixtureEvent {
+  readonly key: string
+  readonly name: string
+  readonly kind: string
+  readonly startOffsetHours: number
+  readonly durationHours: number
+  readonly timezone: string
+  readonly location: string
+  readonly meetingUrl: string | null
+  readonly format: 'in_person' | 'virtual' | 'hybrid'
+  readonly details: string
+  readonly status: 'draft' | 'scheduled' | 'cancelled'
+  readonly summary: string
+  readonly tags: readonly string[]
+  readonly dealKey: string | null
+  readonly attendees: readonly FixtureAttendance[]
+}
+
+export interface FixtureAttendance {
+  readonly personKey: string
+  readonly status: 'registered' | 'attended' | 'no_show' | 'cancelled'
+  readonly source: 'manual' | 'form'
+}
+
 export interface Fixture {
   readonly companies: readonly FixtureCompany[]
   readonly people: readonly FixturePerson[]
@@ -169,6 +229,7 @@ export interface Fixture {
   readonly enquiries: readonly FixtureEnquiry[]
   readonly roles: readonly FixtureRole[]
   readonly candidates: readonly FixtureCandidate[]
+  readonly events: readonly FixtureEvent[]
 }
 
 export const SAMPLE_DATA_FIXTURE: Fixture = {
@@ -181,8 +242,21 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       description: 'Freight forwarding platform for mid-market importers.',
       stage: 'growth',
       sizeBand: '51-200',
-      hq: 'Melbourne, AU',
-      website: 'https://northwind.dev',
+      addresses: [
+        postalAddress('hq', {
+          line1: '120 Collins Street',
+          city: 'Melbourne',
+          region: 'VIC',
+          postalCode: '3000',
+          primary: true,
+        }),
+        postalAddress('billing', {
+          line1: 'PO Box 210',
+          city: 'Melbourne',
+          region: 'VIC',
+          postalCode: '8007',
+        }),
+      ],
       accountType: 'customer',
       icpFit: 'high',
       techStack: ['Postgres', 'Node', 'React'],
@@ -197,8 +271,15 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       description: 'Industrial IoT platform for factory operators.',
       stage: 'enterprise',
       sizeBand: '201+',
-      hq: 'Sydney, AU',
-      website: 'https://globex.example',
+      addresses: [
+        postalAddress('hq', {
+          line1: 'Level 12, 1 Farrer Place',
+          city: 'Sydney',
+          region: 'NSW',
+          postalCode: '2000',
+          primary: true,
+        }),
+      ],
       accountType: 'prospect',
       icpFit: 'medium',
       techStack: ['Java', 'Kafka'],
@@ -213,8 +294,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       description: 'Accounts payable automation for SMBs.',
       stage: 'startup',
       sizeBand: '11-50',
-      hq: 'Brisbane, AU',
-      website: 'https://initech.example',
+      addresses: [cityAddress('hq', 'Brisbane')],
       accountType: 'prospect',
       icpFit: 'high',
       techStack: ['Python', 'Postgres'],
@@ -229,8 +309,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       description: 'Search and discovery for local services.',
       stage: 'growth',
       sizeBand: '51-200',
-      hq: 'Perth, AU',
-      website: 'https://hooli.example',
+      addresses: [cityAddress('hq', 'Perth')],
       accountType: 'partner',
       icpFit: 'medium',
       techStack: ['Go', 'gRPC'],
@@ -245,8 +324,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       description: 'Contract manufacturing for defence primes.',
       stage: 'enterprise',
       sizeBand: '201+',
-      hq: 'Adelaide, AU',
-      website: 'https://stark.example',
+      addresses: [cityAddress('hq', 'Adelaide')],
       accountType: 'prospect',
       icpFit: 'low',
       techStack: [],
@@ -261,8 +339,15 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       description: 'Seed-stage investor, one to five million cheque size.',
       stage: 'other',
       sizeBand: '11-50',
-      hq: 'Sydney, AU',
-      website: 'https://southerncross.example',
+      addresses: [
+        postalAddress('hq', {
+          line1: '88 Phillip Street',
+          city: 'Sydney',
+          region: 'NSW',
+          postalCode: '2000',
+          primary: true,
+        }),
+      ],
       accountType: 'investor',
       icpFit: 'unknown',
       techStack: [],
@@ -277,8 +362,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       description: 'Twelve week program with a demo day and alumni network.',
       stage: 'other',
       sizeBand: '11-50',
-      hq: 'Melbourne, AU',
-      website: 'https://sandbox.example',
+      addresses: [cityAddress('hq', 'Melbourne')],
       accountType: 'partner',
       icpFit: 'unknown',
       techStack: [],
@@ -294,7 +378,22 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       firstName: 'Ada',
       lastName: 'Lovelace',
       email: 'ada@northwind.dev',
-      location: 'Melbourne, AU',
+      addresses: [
+        postalAddress('home', {
+          line1: '42 Gertrude Street',
+          city: 'Fitzroy',
+          region: 'VIC',
+          postalCode: '3065',
+          primary: true,
+        }),
+        postalAddress('mailing', {
+          line1: 'Northwind Traders',
+          line2: '120 Collins Street',
+          city: 'Melbourne',
+          region: 'VIC',
+          postalCode: '3000',
+        }),
+      ],
       preferredChannel: 'email',
       influence: 'champion',
       relationship: 'strong',
@@ -307,7 +406,15 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       firstName: 'Grace',
       lastName: 'Hopper',
       email: 'grace@northwind.dev',
-      location: 'Melbourne, AU',
+      addresses: [
+        postalAddress('work', {
+          line1: '120 Collins Street',
+          city: 'Melbourne',
+          region: 'VIC',
+          postalCode: '3000',
+          primary: true,
+        }),
+      ],
       preferredChannel: 'email',
       influence: 'influencer',
       relationship: 'warm',
@@ -320,7 +427,21 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       firstName: 'Tom',
       lastName: 'Anderson',
       email: 'tom@globex.example',
-      location: 'Sydney, AU',
+      addresses: [
+        postalAddress('work', {
+          line1: 'Level 12, 1 Farrer Place',
+          city: 'Sydney',
+          region: 'NSW',
+          postalCode: '2000',
+          primary: true,
+        }),
+        postalAddress('home', {
+          line1: '15/200 Kent Street',
+          city: 'Sydney',
+          region: 'NSW',
+          postalCode: '2000',
+        }),
+      ],
       preferredChannel: 'call',
       influence: 'decision_maker',
       relationship: 'warm',
@@ -333,7 +454,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       firstName: 'Peter',
       lastName: 'Gibbons',
       email: 'peter@initech.example',
-      location: 'Brisbane, AU',
+      addresses: [cityAddress('home', 'Brisbane')],
       preferredChannel: 'email',
       influence: 'influencer',
       relationship: 'warm',
@@ -346,7 +467,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       firstName: 'Gavin',
       lastName: 'Belson',
       email: 'gavin@hooli.example',
-      location: 'Perth, AU',
+      addresses: [cityAddress('home', 'Perth')],
       preferredChannel: 'linkedin',
       influence: 'decision_maker',
       relationship: 'warm',
@@ -359,7 +480,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       firstName: 'Roelof',
       lastName: 'Nkosi',
       email: 'roelof@southerncross.example',
-      location: 'Sydney, AU',
+      addresses: [cityAddress('home', 'Sydney')],
       preferredChannel: 'email',
       influence: 'decision_maker',
       relationship: 'warm',
@@ -372,7 +493,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       firstName: 'Mei',
       lastName: 'Zhang',
       email: 'mei@sandbox.example',
-      location: 'Melbourne, AU',
+      addresses: [cityAddress('home', 'Melbourne')],
       preferredChannel: 'email',
       influence: 'influencer',
       relationship: 'warm',
@@ -385,7 +506,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       firstName: 'Charlotte',
       lastName: 'Rivera',
       email: 'charlotte@example.com',
-      location: 'Melbourne, AU',
+      addresses: [cityAddress('home', 'Melbourne')],
       preferredChannel: 'email',
       influence: 'end_user',
       relationship: 'warm',
@@ -398,7 +519,7 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       firstName: 'Omar',
       lastName: 'Haddad',
       email: 'omar@example.com',
-      location: 'Sydney, AU',
+      addresses: [cityAddress('home', 'Sydney')],
       preferredChannel: 'email',
       influence: 'end_user',
       relationship: 'cold',
@@ -657,6 +778,66 @@ export const SAMPLE_DATA_FIXTURE: Fixture = {
       referrerPersonKey: null,
     },
   ],
+
+  events: [
+    {
+      key: 'product-webinar',
+      name: 'Product webinar — pipeline walkthrough',
+      kind: 'webinar',
+      startOffsetHours: 48,
+      durationHours: 1,
+      timezone: 'Australia/Melbourne',
+      location: 'Online',
+      meetingUrl: 'https://meet.example.com/webinar',
+      format: 'virtual',
+      details: 'Live walkthrough of the CRM for inbound leads.',
+      status: 'scheduled',
+      summary: 'Demand webinar for Q3 inbound.',
+      tags: ['demand'],
+      dealKey: 'northwind-expansion',
+      attendees: [
+        { personKey: 'ada', status: 'registered', source: 'manual' },
+        { personKey: 'grace', status: 'registered', source: 'form' },
+      ],
+    },
+    {
+      key: 'customer-dinner',
+      name: 'Northwind customer dinner',
+      kind: 'dinner',
+      startOffsetHours: 96,
+      durationHours: 3,
+      timezone: 'Australia/Melbourne',
+      location: 'Melbourne CBD',
+      meetingUrl: null,
+      format: 'in_person',
+      details: 'Small dinner with the Northwind team.',
+      status: 'scheduled',
+      summary: 'Relationship dinner.',
+      tags: ['customer'],
+      dealKey: 'northwind-expansion',
+      attendees: [{ personKey: 'ada', status: 'registered', source: 'manual' }],
+    },
+    {
+      key: 'launch-livestream',
+      name: 'Launch livestream recap',
+      kind: 'livestream',
+      startOffsetHours: -48,
+      durationHours: 1,
+      timezone: 'Australia/Melbourne',
+      location: 'Online',
+      meetingUrl: 'https://meet.example.com/launch',
+      format: 'virtual',
+      details: 'The launch stream that already ran.',
+      status: 'scheduled',
+      summary: 'Past livestream.',
+      tags: ['launch'],
+      dealKey: null,
+      attendees: [
+        { personKey: 'ada', status: 'attended', source: 'form' },
+        { personKey: 'gavin', status: 'no_show', source: 'form' },
+      ],
+    },
+  ],
 }
 
 /**

package/src/modules/sample-data/index.ts

@@ -4,11 +4,14 @@ import { createSampleDataService } from './service.ts'
 import { registerSampleDataTools } from './tools.ts'
 
 /**
- * Sample data: one-shot fixture install for a new workspace.
+ * Sample data: fixture install for a workspace.
  *
  * Owns no tables. Requires the modules whose tables the fixture writes into.
  * A workspace admin invokes it from the setup wizard or from the admin data
- * page; an agent invokes it through the matching MCP tool.
+ * page; an agent invokes it through the matching MCP tool. Existing records
+ * stay. The installer skips fixture rows for a toggleable module the workspace
+ * has switched off, and answers 409 when a sample email or domain already
+ * exists.
  */
 export function createSampleDataModule(): KelpieModule {
   return {
@@ -27,6 +30,7 @@ export function createSampleDataModule(): KelpieModule {
       'partnerships',
       'enquiries',
       'hiring',
+      'events',
     ],
 
     register(context) {
@@ -35,6 +39,7 @@ export function createSampleDataModule(): KelpieModule {
         transaction: context.transaction,
         createId: context.createId,
         now: context.now,
+        entitlements: context.entitlements,
       })
 
       context.routes((router) => {

package/src/modules/sample-data/routes.ts

@@ -30,6 +30,8 @@ export function sampleDataResponse(counts: SampleDataCounts): Record<string, unk
     enquiries: counts.enquiries,
     roles: counts.roles,
     candidates: counts.candidates,
+    events: counts.events,
+    attendances: counts.attendances,
   }
 }