@kelpie/server 0.8.0 → 0.10.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.d.ts +2 -0
- package/dist/index.d.ts.map +1 -1
- package/dist/index.js +1 -0
- package/dist/index.js.map +1 -1
- package/dist/lib/ids.d.ts +11 -0
- package/dist/lib/ids.d.ts.map +1 -1
- package/dist/lib/ids.js +11 -0
- package/dist/lib/ids.js.map +1 -1
- package/dist/modules/activities/repository.d.ts.map +1 -1
- package/dist/modules/activities/repository.js +19 -20
- package/dist/modules/activities/repository.js.map +1 -1
- package/dist/modules/activities/wording.d.ts +12 -0
- package/dist/modules/activities/wording.d.ts.map +1 -1
- package/dist/modules/activities/wording.js +16 -0
- package/dist/modules/activities/wording.js.map +1 -1
- package/dist/modules/agent-tasks/catalog.d.ts.map +1 -1
- package/dist/modules/agent-tasks/catalog.js +62 -0
- package/dist/modules/agent-tasks/catalog.js.map +1 -1
- package/dist/modules/agent-tasks/resolve.d.ts.map +1 -1
- package/dist/modules/agent-tasks/resolve.js +42 -9
- package/dist/modules/agent-tasks/resolve.js.map +1 -1
- package/dist/modules/agent-tasks/routes.d.ts +2 -0
- package/dist/modules/agent-tasks/routes.d.ts.map +1 -1
- package/dist/modules/attachedRecords.d.ts +6 -1
- package/dist/modules/attachedRecords.d.ts.map +1 -1
- package/dist/modules/attachedRecords.js +15 -1
- package/dist/modules/attachedRecords.js.map +1 -1
- package/dist/modules/companies/index.d.ts.map +1 -1
- package/dist/modules/companies/index.js +3 -1
- package/dist/modules/companies/index.js.map +1 -1
- package/dist/modules/companies/routes.d.ts +14 -0
- package/dist/modules/companies/routes.d.ts.map +1 -1
- package/dist/modules/companies/routes.js +7 -0
- package/dist/modules/companies/routes.js.map +1 -1
- package/dist/modules/companies/schema.d.ts +20 -0
- package/dist/modules/companies/schema.d.ts.map +1 -1
- package/dist/modules/companies/schema.js +6 -1
- package/dist/modules/companies/schema.js.map +1 -1
- package/dist/modules/companies/service.d.ts +5 -0
- package/dist/modules/companies/service.d.ts.map +1 -1
- package/dist/modules/companies/service.js +24 -12
- package/dist/modules/companies/service.js.map +1 -1
- package/dist/modules/consent-purposes/capabilities.d.ts +7 -0
- package/dist/modules/consent-purposes/capabilities.d.ts.map +1 -0
- package/dist/modules/consent-purposes/capabilities.js +10 -0
- package/dist/modules/consent-purposes/capabilities.js.map +1 -0
- package/dist/modules/consent-purposes/events.d.ts +38 -0
- package/dist/modules/consent-purposes/events.d.ts.map +1 -0
- package/dist/modules/consent-purposes/events.js +17 -0
- package/dist/modules/consent-purposes/events.js.map +1 -0
- package/dist/modules/consent-purposes/index.d.ts +13 -0
- package/dist/modules/consent-purposes/index.d.ts.map +1 -0
- package/dist/modules/consent-purposes/index.js +41 -0
- package/dist/modules/consent-purposes/index.js.map +1 -0
- package/dist/modules/consent-purposes/repository.d.ts +21 -0
- package/dist/modules/consent-purposes/repository.d.ts.map +1 -0
- package/dist/modules/consent-purposes/repository.js +98 -0
- package/dist/modules/consent-purposes/repository.js.map +1 -0
- package/dist/modules/consent-purposes/routes.d.ts +39 -0
- package/dist/modules/consent-purposes/routes.d.ts.map +1 -0
- package/dist/modules/consent-purposes/routes.js +79 -0
- package/dist/modules/consent-purposes/routes.js.map +1 -0
- package/dist/modules/consent-purposes/schema.d.ts +175 -0
- package/dist/modules/consent-purposes/schema.d.ts.map +1 -0
- package/dist/modules/consent-purposes/schema.js +35 -0
- package/dist/modules/consent-purposes/schema.js.map +1 -0
- package/dist/modules/consent-purposes/service.d.ts +50 -0
- package/dist/modules/consent-purposes/service.d.ts.map +1 -0
- package/dist/modules/consent-purposes/service.js +263 -0
- package/dist/modules/consent-purposes/service.js.map +1 -0
- package/dist/modules/consent-purposes/starters.d.ts +17 -0
- package/dist/modules/consent-purposes/starters.d.ts.map +1 -0
- package/dist/modules/consent-purposes/starters.js +15 -0
- package/dist/modules/consent-purposes/starters.js.map +1 -0
- package/dist/modules/consent-purposes/tools.d.ts +4 -0
- package/dist/modules/consent-purposes/tools.d.ts.map +1 -0
- package/dist/modules/consent-purposes/tools.js +29 -0
- package/dist/modules/consent-purposes/tools.js.map +1 -0
- package/dist/modules/core.d.ts.map +1 -1
- package/dist/modules/core.js +10 -0
- package/dist/modules/core.js.map +1 -1
- package/dist/modules/custom-fields/capabilities.d.ts +12 -0
- package/dist/modules/custom-fields/capabilities.d.ts.map +1 -0
- package/dist/modules/custom-fields/capabilities.js +15 -0
- package/dist/modules/custom-fields/capabilities.js.map +1 -0
- package/dist/modules/custom-fields/events.d.ts +49 -0
- package/dist/modules/custom-fields/events.d.ts.map +1 -0
- package/dist/modules/custom-fields/events.js +25 -0
- package/dist/modules/custom-fields/events.js.map +1 -0
- package/dist/modules/custom-fields/index.d.ts +19 -0
- package/dist/modules/custom-fields/index.d.ts.map +1 -0
- package/dist/modules/custom-fields/index.js +46 -0
- package/dist/modules/custom-fields/index.js.map +1 -0
- package/dist/modules/custom-fields/repository.d.ts +37 -0
- package/dist/modules/custom-fields/repository.d.ts.map +1 -0
- package/dist/modules/custom-fields/repository.js +144 -0
- package/dist/modules/custom-fields/repository.js.map +1 -0
- package/dist/modules/custom-fields/routes.d.ts +44 -0
- package/dist/modules/custom-fields/routes.d.ts.map +1 -0
- package/dist/modules/custom-fields/routes.js +103 -0
- package/dist/modules/custom-fields/routes.js.map +1 -0
- package/dist/modules/custom-fields/schema.d.ts +215 -0
- package/dist/modules/custom-fields/schema.d.ts.map +1 -0
- package/dist/modules/custom-fields/schema.js +43 -0
- package/dist/modules/custom-fields/schema.js.map +1 -0
- package/dist/modules/custom-fields/service.d.ts +57 -0
- package/dist/modules/custom-fields/service.d.ts.map +1 -0
- package/dist/modules/custom-fields/service.js +273 -0
- package/dist/modules/custom-fields/service.js.map +1 -0
- package/dist/modules/custom-fields/tools.d.ts +4 -0
- package/dist/modules/custom-fields/tools.d.ts.map +1 -0
- package/dist/modules/custom-fields/tools.js +38 -0
- package/dist/modules/custom-fields/tools.js.map +1 -0
- package/dist/modules/custom-fields/values.d.ts +49 -0
- package/dist/modules/custom-fields/values.d.ts.map +1 -0
- package/dist/modules/custom-fields/values.js +249 -0
- package/dist/modules/custom-fields/values.js.map +1 -0
- package/dist/modules/custom-fields/wire.d.ts +12 -0
- package/dist/modules/custom-fields/wire.d.ts.map +1 -0
- package/dist/modules/custom-fields/wire.js +30 -0
- package/dist/modules/custom-fields/wire.js.map +1 -0
- package/dist/modules/dashboard/repository.d.ts.map +1 -1
- package/dist/modules/dashboard/repository.js +4 -3
- package/dist/modules/dashboard/repository.js.map +1 -1
- package/dist/modules/deals/index.d.ts +2 -1
- package/dist/modules/deals/index.d.ts.map +1 -1
- package/dist/modules/deals/index.js +5 -2
- package/dist/modules/deals/index.js.map +1 -1
- package/dist/modules/deals/repository.d.ts +0 -16
- package/dist/modules/deals/repository.d.ts.map +1 -1
- package/dist/modules/deals/repository.js +6 -76
- package/dist/modules/deals/repository.js.map +1 -1
- package/dist/modules/deals/routes.d.ts +14 -0
- package/dist/modules/deals/routes.d.ts.map +1 -1
- package/dist/modules/deals/routes.js +7 -0
- package/dist/modules/deals/routes.js.map +1 -1
- package/dist/modules/deals/schema.d.ts +20 -42
- package/dist/modules/deals/schema.d.ts.map +1 -1
- package/dist/modules/deals/schema.js +6 -11
- package/dist/modules/deals/schema.js.map +1 -1
- package/dist/modules/deals/service.d.ts +13 -2
- package/dist/modules/deals/service.d.ts.map +1 -1
- package/dist/modules/deals/service.js +43 -20
- package/dist/modules/deals/service.js.map +1 -1
- package/dist/modules/decisions/repository.d.ts.map +1 -1
- package/dist/modules/decisions/repository.js +2 -0
- package/dist/modules/decisions/repository.js.map +1 -1
- package/dist/modules/decisions/routes.d.ts +1 -0
- package/dist/modules/decisions/routes.d.ts.map +1 -1
- package/dist/modules/enquiries/events.d.ts +44 -0
- package/dist/modules/enquiries/events.d.ts.map +1 -0
- package/dist/modules/enquiries/events.js +19 -0
- package/dist/modules/enquiries/events.js.map +1 -0
- package/dist/modules/enquiries/index.d.ts +13 -0
- package/dist/modules/enquiries/index.d.ts.map +1 -0
- package/dist/modules/enquiries/index.js +44 -0
- package/dist/modules/enquiries/index.js.map +1 -0
- package/dist/modules/enquiries/repository.d.ts +30 -0
- package/dist/modules/enquiries/repository.d.ts.map +1 -0
- package/dist/modules/enquiries/repository.js +94 -0
- package/dist/modules/enquiries/repository.js.map +1 -0
- package/dist/modules/enquiries/routes.d.ts +52 -0
- package/dist/modules/enquiries/routes.d.ts.map +1 -0
- package/dist/modules/enquiries/routes.js +127 -0
- package/dist/modules/enquiries/routes.js.map +1 -0
- package/dist/modules/enquiries/schema.d.ts +290 -0
- package/dist/modules/enquiries/schema.d.ts.map +1 -0
- package/dist/modules/enquiries/schema.js +52 -0
- package/dist/modules/enquiries/schema.js.map +1 -0
- package/dist/modules/enquiries/service.d.ts +85 -0
- package/dist/modules/enquiries/service.d.ts.map +1 -0
- package/dist/modules/enquiries/service.js +370 -0
- package/dist/modules/enquiries/service.js.map +1 -0
- package/dist/modules/enquiries/tools.d.ts +4 -0
- package/dist/modules/enquiries/tools.d.ts.map +1 -0
- package/dist/modules/enquiries/tools.js +50 -0
- package/dist/modules/enquiries/tools.js.map +1 -0
- package/dist/modules/eventCatalogs.d.ts +3 -0
- package/dist/modules/eventCatalogs.d.ts.map +1 -1
- package/dist/modules/eventCatalogs.js +3 -0
- package/dist/modules/eventCatalogs.js.map +1 -1
- package/dist/modules/forms/embed.d.ts +20 -6
- package/dist/modules/forms/embed.d.ts.map +1 -1
- package/dist/modules/forms/embed.js +359 -43
- package/dist/modules/forms/embed.js.map +1 -1
- package/dist/modules/forms/events.d.ts +20 -7
- package/dist/modules/forms/events.d.ts.map +1 -1
- package/dist/modules/forms/events.js +20 -2
- package/dist/modules/forms/events.js.map +1 -1
- package/dist/modules/forms/fields.d.ts +14 -1
- package/dist/modules/forms/fields.d.ts.map +1 -1
- package/dist/modules/forms/fields.js +87 -3
- package/dist/modules/forms/fields.js.map +1 -1
- package/dist/modules/forms/index.d.ts.map +1 -1
- package/dist/modules/forms/index.js +12 -1
- package/dist/modules/forms/index.js.map +1 -1
- package/dist/modules/forms/mapping.d.ts +62 -5
- package/dist/modules/forms/mapping.d.ts.map +1 -1
- package/dist/modules/forms/mapping.js +139 -5
- package/dist/modules/forms/mapping.js.map +1 -1
- package/dist/modules/forms/publicRoutes.d.ts.map +1 -1
- package/dist/modules/forms/publicRoutes.js +29 -1
- package/dist/modules/forms/publicRoutes.js.map +1 -1
- package/dist/modules/forms/repository.d.ts +31 -0
- package/dist/modules/forms/repository.d.ts.map +1 -1
- package/dist/modules/forms/repository.js +90 -1
- package/dist/modules/forms/repository.js.map +1 -1
- package/dist/modules/forms/routes.d.ts +83 -1
- package/dist/modules/forms/routes.d.ts.map +1 -1
- package/dist/modules/forms/routes.js +185 -2
- package/dist/modules/forms/routes.js.map +1 -1
- package/dist/modules/forms/schema.d.ts +672 -1
- package/dist/modules/forms/schema.d.ts.map +1 -1
- package/dist/modules/forms/schema.js +146 -3
- package/dist/modules/forms/schema.js.map +1 -1
- package/dist/modules/forms/service.d.ts +54 -1
- package/dist/modules/forms/service.d.ts.map +1 -1
- package/dist/modules/forms/service.js +338 -28
- package/dist/modules/forms/service.js.map +1 -1
- package/dist/modules/forms/submission.d.ts +15 -0
- package/dist/modules/forms/submission.d.ts.map +1 -1
- package/dist/modules/forms/submission.js +418 -40
- package/dist/modules/forms/submission.js.map +1 -1
- package/dist/modules/import-export/drafts.d.ts +10 -0
- package/dist/modules/import-export/drafts.d.ts.map +1 -1
- package/dist/modules/import-export/drafts.js +16 -2
- package/dist/modules/import-export/drafts.js.map +1 -1
- package/dist/modules/import-export/exportRows.d.ts +7 -4
- package/dist/modules/import-export/exportRows.d.ts.map +1 -1
- package/dist/modules/import-export/exportRows.js +20 -5
- package/dist/modules/import-export/exportRows.js.map +1 -1
- package/dist/modules/import-export/plan.d.ts +12 -1
- package/dist/modules/import-export/plan.d.ts.map +1 -1
- package/dist/modules/import-export/plan.js +29 -2
- package/dist/modules/import-export/plan.js.map +1 -1
- package/dist/modules/import-export/presets.d.ts.map +1 -1
- package/dist/modules/import-export/presets.js +10 -0
- package/dist/modules/import-export/presets.js.map +1 -1
- package/dist/modules/import-export/repository.d.ts +11 -1
- package/dist/modules/import-export/repository.d.ts.map +1 -1
- package/dist/modules/import-export/repository.js +42 -9
- package/dist/modules/import-export/repository.js.map +1 -1
- package/dist/modules/import-export/routes.d.ts.map +1 -1
- package/dist/modules/import-export/routes.js +4 -0
- package/dist/modules/import-export/routes.js.map +1 -1
- package/dist/modules/import-export/schema.d.ts +17 -0
- package/dist/modules/import-export/schema.d.ts.map +1 -1
- package/dist/modules/import-export/schema.js +11 -0
- package/dist/modules/import-export/schema.js.map +1 -1
- package/dist/modules/import-export/service.d.ts +6 -0
- package/dist/modules/import-export/service.d.ts.map +1 -1
- package/dist/modules/import-export/service.js +14 -2
- package/dist/modules/import-export/service.js.map +1 -1
- package/dist/modules/import-export/streams.d.ts.map +1 -1
- package/dist/modules/import-export/streams.js +3 -3
- package/dist/modules/import-export/streams.js.map +1 -1
- package/dist/modules/import-export/tools.d.ts.map +1 -1
- package/dist/modules/import-export/tools.js +8 -0
- package/dist/modules/import-export/tools.js.map +1 -1
- package/dist/modules/import-export/validation.d.ts.map +1 -1
- package/dist/modules/import-export/validation.js +22 -1
- package/dist/modules/import-export/validation.js.map +1 -1
- package/dist/modules/import-export/writes.d.ts.map +1 -1
- package/dist/modules/import-export/writes.js +37 -4
- package/dist/modules/import-export/writes.js.map +1 -1
- package/dist/modules/lists/index.d.ts +38 -0
- package/dist/modules/lists/index.d.ts.map +1 -1
- package/dist/modules/lists/index.js +27 -0
- package/dist/modules/lists/index.js.map +1 -1
- package/dist/modules/lists/repository.d.ts +26 -0
- package/dist/modules/lists/repository.d.ts.map +1 -1
- package/dist/modules/lists/repository.js +32 -0
- package/dist/modules/lists/repository.js.map +1 -1
- package/dist/modules/lists/routes.d.ts +4 -0
- package/dist/modules/lists/routes.d.ts.map +1 -1
- package/dist/modules/lists/routes.js +8 -0
- package/dist/modules/lists/routes.js.map +1 -1
- package/dist/modules/lists/schema.d.ts +17 -0
- package/dist/modules/lists/schema.d.ts.map +1 -1
- package/dist/modules/lists/schema.js +10 -0
- package/dist/modules/lists/schema.js.map +1 -1
- package/dist/modules/lists/service.d.ts +14 -2
- package/dist/modules/lists/service.d.ts.map +1 -1
- package/dist/modules/lists/service.js +55 -7
- package/dist/modules/lists/service.js.map +1 -1
- package/dist/modules/mcp/index.d.ts.map +1 -1
- package/dist/modules/mcp/index.js +5 -0
- package/dist/modules/mcp/index.js.map +1 -1
- package/dist/modules/notes/routes.d.ts +1 -0
- package/dist/modules/notes/routes.d.ts.map +1 -1
- package/dist/modules/opportunities/index.d.ts.map +1 -1
- package/dist/modules/opportunities/index.js +3 -1
- package/dist/modules/opportunities/index.js.map +1 -1
- package/dist/modules/opportunities/repository.d.ts +2 -0
- package/dist/modules/opportunities/repository.d.ts.map +1 -1
- package/dist/modules/opportunities/repository.js +4 -0
- package/dist/modules/opportunities/repository.js.map +1 -1
- package/dist/modules/opportunities/routes.d.ts +16 -0
- package/dist/modules/opportunities/routes.d.ts.map +1 -1
- package/dist/modules/opportunities/routes.js +13 -0
- package/dist/modules/opportunities/routes.js.map +1 -1
- package/dist/modules/opportunities/schema.d.ts +20 -0
- package/dist/modules/opportunities/schema.d.ts.map +1 -1
- package/dist/modules/opportunities/schema.js +6 -1
- package/dist/modules/opportunities/schema.js.map +1 -1
- package/dist/modules/opportunities/service.d.ts +20 -3
- package/dist/modules/opportunities/service.d.ts.map +1 -1
- package/dist/modules/opportunities/service.js +99 -18
- package/dist/modules/opportunities/service.js.map +1 -1
- package/dist/modules/opportunities/tools.d.ts.map +1 -1
- package/dist/modules/opportunities/tools.js +2 -0
- package/dist/modules/opportunities/tools.js.map +1 -1
- package/dist/modules/partnerships/index.d.ts.map +1 -1
- package/dist/modules/partnerships/index.js +3 -1
- package/dist/modules/partnerships/index.js.map +1 -1
- package/dist/modules/partnerships/repository.d.ts +0 -17
- package/dist/modules/partnerships/repository.d.ts.map +1 -1
- package/dist/modules/partnerships/repository.js +6 -82
- package/dist/modules/partnerships/repository.js.map +1 -1
- package/dist/modules/partnerships/routes.d.ts +14 -0
- package/dist/modules/partnerships/routes.d.ts.map +1 -1
- package/dist/modules/partnerships/routes.js +7 -0
- package/dist/modules/partnerships/routes.js.map +1 -1
- package/dist/modules/partnerships/schema.d.ts +20 -41
- package/dist/modules/partnerships/schema.d.ts.map +1 -1
- package/dist/modules/partnerships/schema.js +6 -10
- package/dist/modules/partnerships/schema.js.map +1 -1
- package/dist/modules/partnerships/service.d.ts +11 -1
- package/dist/modules/partnerships/service.d.ts.map +1 -1
- package/dist/modules/partnerships/service.js +43 -20
- package/dist/modules/partnerships/service.js.map +1 -1
- package/dist/modules/people/consentHydration.d.ts +26 -0
- package/dist/modules/people/consentHydration.d.ts.map +1 -0
- package/dist/modules/people/consentHydration.js +100 -0
- package/dist/modules/people/consentHydration.js.map +1 -0
- package/dist/modules/people/index.d.ts.map +1 -1
- package/dist/modules/people/index.js +3 -1
- package/dist/modules/people/index.js.map +1 -1
- package/dist/modules/people/personConsentWrites.d.ts +40 -0
- package/dist/modules/people/personConsentWrites.d.ts.map +1 -0
- package/dist/modules/people/personConsentWrites.js +98 -0
- package/dist/modules/people/personConsentWrites.js.map +1 -0
- package/dist/modules/people/repository.d.ts.map +1 -1
- package/dist/modules/people/repository.js +5 -1
- package/dist/modules/people/repository.js.map +1 -1
- package/dist/modules/people/routes.d.ts +57 -4
- package/dist/modules/people/routes.d.ts.map +1 -1
- package/dist/modules/people/routes.js +104 -5
- package/dist/modules/people/routes.js.map +1 -1
- package/dist/modules/people/schema.d.ts +366 -1
- package/dist/modules/people/schema.d.ts.map +1 -1
- package/dist/modules/people/schema.js +92 -2
- package/dist/modules/people/schema.js.map +1 -1
- package/dist/modules/people/service.d.ts +30 -1
- package/dist/modules/people/service.d.ts.map +1 -1
- package/dist/modules/people/service.js +115 -38
- package/dist/modules/people/service.js.map +1 -1
- package/dist/modules/people/tools.d.ts.map +1 -1
- package/dist/modules/people/tools.js +4 -1
- package/dist/modules/people/tools.js.map +1 -1
- package/dist/modules/personLinks.d.ts +79 -0
- package/dist/modules/personLinks.d.ts.map +1 -0
- package/dist/modules/personLinks.js +155 -0
- package/dist/modules/personLinks.js.map +1 -0
- package/dist/modules/pipelines/routes.d.ts +1 -0
- package/dist/modules/pipelines/routes.d.ts.map +1 -1
- package/dist/modules/plans/routes.d.ts +1 -0
- package/dist/modules/plans/routes.d.ts.map +1 -1
- package/dist/modules/raises/index.d.ts.map +1 -1
- package/dist/modules/raises/index.js +3 -1
- package/dist/modules/raises/index.js.map +1 -1
- package/dist/modules/raises/repository.d.ts +0 -17
- package/dist/modules/raises/repository.d.ts.map +1 -1
- package/dist/modules/raises/repository.js +6 -77
- package/dist/modules/raises/repository.js.map +1 -1
- package/dist/modules/raises/routes.d.ts +14 -0
- package/dist/modules/raises/routes.d.ts.map +1 -1
- package/dist/modules/raises/routes.js +7 -0
- package/dist/modules/raises/routes.js.map +1 -1
- package/dist/modules/raises/schema.d.ts +20 -41
- package/dist/modules/raises/schema.d.ts.map +1 -1
- package/dist/modules/raises/schema.js +6 -10
- package/dist/modules/raises/schema.js.map +1 -1
- package/dist/modules/raises/service.d.ts +11 -1
- package/dist/modules/raises/service.d.ts.map +1 -1
- package/dist/modules/raises/service.js +41 -18
- package/dist/modules/raises/service.js.map +1 -1
- package/dist/modules/recordTargets.d.ts.map +1 -1
- package/dist/modules/recordTargets.js +2 -0
- package/dist/modules/recordTargets.js.map +1 -1
- package/dist/modules/references.d.ts +10 -0
- package/dist/modules/references.d.ts.map +1 -1
- package/dist/modules/references.js +27 -4
- package/dist/modules/references.js.map +1 -1
- package/dist/modules/sample-data/fixture.d.ts +21 -0
- package/dist/modules/sample-data/fixture.d.ts.map +1 -1
- package/dist/modules/sample-data/fixture.js +40 -0
- package/dist/modules/sample-data/fixture.js.map +1 -1
- package/dist/modules/sample-data/index.d.ts.map +1 -1
- package/dist/modules/sample-data/index.js +1 -0
- package/dist/modules/sample-data/index.js.map +1 -1
- package/dist/modules/sample-data/routes.d.ts.map +1 -1
- package/dist/modules/sample-data/routes.js +1 -0
- package/dist/modules/sample-data/routes.js.map +1 -1
- package/dist/modules/sample-data/service.d.ts +1 -0
- package/dist/modules/sample-data/service.d.ts.map +1 -1
- package/dist/modules/sample-data/service.js +77 -8
- package/dist/modules/sample-data/service.js.map +1 -1
- package/dist/modules/search/index.d.ts +1 -1
- package/dist/modules/search/index.d.ts.map +1 -1
- package/dist/modules/search/index.js +2 -1
- package/dist/modules/search/index.js.map +1 -1
- package/dist/modules/search/repository.d.ts +1 -0
- package/dist/modules/search/repository.d.ts.map +1 -1
- package/dist/modules/search/repository.js +23 -0
- package/dist/modules/search/repository.js.map +1 -1
- package/dist/modules/search/service.d.ts +3 -3
- package/dist/modules/search/service.d.ts.map +1 -1
- package/dist/modules/search/service.js +5 -4
- package/dist/modules/search/service.js.map +1 -1
- package/dist/modules/stagedRecords.d.ts +3 -3
- package/dist/modules/stagedRecords.d.ts.map +1 -1
- package/dist/modules/stagedRecords.js +9 -0
- package/dist/modules/stagedRecords.js.map +1 -1
- package/dist/modules/webhooks/payloads.d.ts.map +1 -1
- package/dist/modules/webhooks/payloads.js +15 -2
- package/dist/modules/webhooks/payloads.js.map +1 -1
- package/dist/modules/workspace/repository.d.ts +2 -0
- package/dist/modules/workspace/repository.d.ts.map +1 -1
- package/dist/modules/workspace/repository.js +7 -0
- package/dist/modules/workspace/repository.js.map +1 -1
- package/dist/modules/workspace/service.d.ts.map +1 -1
- package/dist/modules/workspace/service.js +10 -0
- package/dist/modules/workspace/service.js.map +1 -1
- package/dist/modules/workspace/starters.d.ts.map +1 -1
- package/dist/modules/workspace/starters.js +5 -0
- package/dist/modules/workspace/starters.js.map +1 -1
- package/dist/runtime/events.d.ts +1 -1
- package/dist/runtime/events.d.ts.map +1 -1
- package/dist/runtime/events.js +1 -0
- package/dist/runtime/events.js.map +1 -1
- package/dist/schema/index.d.ts +3 -0
- package/dist/schema/index.d.ts.map +1 -1
- package/dist/schema/index.js +3 -0
- package/dist/schema/index.js.map +1 -1
- package/dist/testing/database.d.ts +5 -1
- package/dist/testing/database.d.ts.map +1 -1
- package/dist/testing/database.js +81 -10
- package/dist/testing/database.js.map +1 -1
- package/migrations/0024_third_king_cobra.sql +46 -0
- package/migrations/0025_worthless_chimera.sql +3 -0
- package/migrations/0026_late_aqueduct.sql +46 -0
- package/migrations/0027_brainy_silver_sable.sql +3 -0
- package/migrations/0028_freezing_scrambler.sql +19 -0
- package/migrations/0029_custom_fields.sql +26 -0
- package/migrations/0030_enquiries.sql +79 -0
- package/migrations/0031_consent.sql +45 -0
- package/migrations/0032_form_field_statement.sql +1 -0
- package/migrations/0033_form_field_consent_purpose_ids.sql +5 -0
- package/migrations/0034_drop_form_field_consent_purpose_id.sql +1 -0
- package/migrations/0035_form_field_consent_purpose_labels.sql +1 -0
- package/migrations/0036_form_field_notice_type.sql +2 -0
- package/migrations/meta/0024_snapshot.json +5516 -0
- package/migrations/meta/0025_snapshot.json +5336 -0
- package/migrations/meta/0026_snapshot.json +5710 -0
- package/migrations/meta/0027_snapshot.json +5716 -0
- package/migrations/meta/0028_snapshot.json +5740 -0
- package/migrations/meta/0029_snapshot.json +5935 -0
- package/migrations/meta/0030_snapshot.json +6245 -0
- package/migrations/meta/0031_snapshot.json +6572 -0
- package/migrations/meta/0032_snapshot.json +6578 -0
- package/migrations/meta/0033_snapshot.json +6572 -0
- package/migrations/meta/0034_snapshot.json +6566 -0
- package/migrations/meta/0035_snapshot.json +6573 -0
- package/migrations/meta/0036_snapshot.json +6573 -0
- package/migrations/meta/_journal.json +91 -0
- package/package.json +2 -2
- package/src/index.ts +6 -0
- package/src/lib/ids.ts +11 -0
- package/src/modules/activities/repository.ts +22 -23
- package/src/modules/activities/wording.ts +18 -0
- package/src/modules/agent-tasks/catalog.ts +63 -0
- package/src/modules/agent-tasks/resolve.ts +64 -24
- package/src/modules/attachedRecords.ts +29 -2
- package/src/modules/companies/index.ts +3 -1
- package/src/modules/companies/routes.ts +7 -0
- package/src/modules/companies/schema.ts +7 -1
- package/src/modules/companies/service.ts +48 -13
- package/src/modules/consent-purposes/capabilities.ts +12 -0
- package/src/modules/consent-purposes/events.ts +38 -0
- package/src/modules/consent-purposes/index.ts +48 -0
- package/src/modules/consent-purposes/repository.ts +163 -0
- package/src/modules/consent-purposes/routes.ts +122 -0
- package/src/modules/consent-purposes/schema.ts +46 -0
- package/src/modules/consent-purposes/service.ts +423 -0
- package/src/modules/consent-purposes/starters.ts +32 -0
- package/src/modules/consent-purposes/tools.ts +44 -0
- package/src/modules/core.ts +10 -0
- package/src/modules/custom-fields/capabilities.ts +17 -0
- package/src/modules/custom-fields/events.ts +51 -0
- package/src/modules/custom-fields/index.ts +61 -0
- package/src/modules/custom-fields/repository.ts +225 -0
- package/src/modules/custom-fields/routes.ts +155 -0
- package/src/modules/custom-fields/schema.ts +61 -0
- package/src/modules/custom-fields/service.ts +439 -0
- package/src/modules/custom-fields/tools.ts +53 -0
- package/src/modules/custom-fields/values.ts +352 -0
- package/src/modules/custom-fields/wire.ts +32 -0
- package/src/modules/dashboard/repository.ts +4 -3
- package/src/modules/deals/index.ts +5 -2
- package/src/modules/deals/repository.ts +6 -106
- package/src/modules/deals/routes.ts +7 -0
- package/src/modules/deals/schema.ts +7 -15
- package/src/modules/deals/service.ts +92 -23
- package/src/modules/decisions/repository.ts +2 -0
- package/src/modules/enquiries/events.ts +45 -0
- package/src/modules/enquiries/index.ts +50 -0
- package/src/modules/enquiries/repository.ts +164 -0
- package/src/modules/enquiries/routes.ts +172 -0
- package/src/modules/enquiries/schema.ts +59 -0
- package/src/modules/enquiries/service.ts +644 -0
- package/src/modules/enquiries/tools.ts +66 -0
- package/src/modules/eventCatalogs.ts +3 -0
- package/src/modules/forms/embed.ts +391 -44
- package/src/modules/forms/events.ts +30 -2
- package/src/modules/forms/fields.ts +102 -2
- package/src/modules/forms/index.ts +12 -1
- package/src/modules/forms/mapping.ts +183 -6
- package/src/modules/forms/publicRoutes.ts +43 -1
- package/src/modules/forms/repository.ts +162 -1
- package/src/modules/forms/routes.ts +212 -2
- package/src/modules/forms/schema.ts +166 -4
- package/src/modules/forms/service.ts +565 -41
- package/src/modules/forms/submission.ts +718 -44
- package/src/modules/import-export/drafts.ts +20 -1
- package/src/modules/import-export/exportRows.ts +21 -5
- package/src/modules/import-export/plan.ts +47 -2
- package/src/modules/import-export/presets.ts +10 -0
- package/src/modules/import-export/repository.ts +73 -8
- package/src/modules/import-export/routes.ts +4 -0
- package/src/modules/import-export/schema.ts +11 -0
- package/src/modules/import-export/service.ts +28 -2
- package/src/modules/import-export/streams.ts +3 -1
- package/src/modules/import-export/tools.ts +10 -0
- package/src/modules/import-export/validation.ts +28 -0
- package/src/modules/import-export/writes.ts +70 -5
- package/src/modules/lists/index.ts +71 -0
- package/src/modules/lists/repository.ts +64 -0
- package/src/modules/lists/routes.ts +8 -0
- package/src/modules/lists/schema.ts +10 -0
- package/src/modules/lists/service.ts +110 -9
- package/src/modules/mcp/index.ts +5 -0
- package/src/modules/opportunities/index.ts +3 -1
- package/src/modules/opportunities/repository.ts +11 -0
- package/src/modules/opportunities/routes.ts +13 -0
- package/src/modules/opportunities/schema.ts +7 -1
- package/src/modules/opportunities/service.ts +188 -22
- package/src/modules/opportunities/tools.ts +2 -0
- package/src/modules/partnerships/index.ts +3 -1
- package/src/modules/partnerships/repository.ts +6 -117
- package/src/modules/partnerships/routes.ts +7 -0
- package/src/modules/partnerships/schema.ts +7 -14
- package/src/modules/partnerships/service.ts +93 -22
- package/src/modules/people/consentHydration.ts +167 -0
- package/src/modules/people/index.ts +3 -1
- package/src/modules/people/personConsentWrites.ts +177 -0
- package/src/modules/people/repository.ts +5 -0
- package/src/modules/people/routes.ts +127 -18
- package/src/modules/people/schema.ts +109 -3
- package/src/modules/people/service.ts +186 -40
- package/src/modules/people/tools.ts +5 -1
- package/src/modules/personLinks.ts +278 -0
- package/src/modules/raises/index.ts +3 -1
- package/src/modules/raises/repository.ts +6 -107
- package/src/modules/raises/routes.ts +7 -0
- package/src/modules/raises/schema.ts +7 -14
- package/src/modules/raises/service.ts +91 -20
- package/src/modules/recordTargets.ts +2 -0
- package/src/modules/references.ts +43 -4
- package/src/modules/sample-data/fixture.ts +63 -0
- package/src/modules/sample-data/index.ts +1 -0
- package/src/modules/sample-data/routes.ts +1 -0
- package/src/modules/sample-data/service.ts +97 -8
- package/src/modules/search/index.ts +2 -1
- package/src/modules/search/repository.ts +33 -1
- package/src/modules/search/service.ts +7 -5
- package/src/modules/stagedRecords.ts +18 -3
- package/src/modules/webhooks/payloads.ts +20 -2
- package/src/modules/workspace/repository.ts +12 -0
- package/src/modules/workspace/service.ts +14 -0
- package/src/modules/workspace/starters.ts +5 -0
- package/src/runtime/events.ts +1 -0
- package/src/schema/index.ts +3 -0
- package/src/testing/database.ts +97 -11
|
@@ -169,6 +169,97 @@
|
|
|
169
169
|
"when": 1787651539093,
|
|
170
170
|
"tag": "0023_funny_maddog",
|
|
171
171
|
"breakpoints": true
|
|
172
|
+
},
|
|
173
|
+
{
|
|
174
|
+
"idx": 24,
|
|
175
|
+
"version": "7",
|
|
176
|
+
"when": 1787978002874,
|
|
177
|
+
"tag": "0024_third_king_cobra",
|
|
178
|
+
"breakpoints": true
|
|
179
|
+
},
|
|
180
|
+
{
|
|
181
|
+
"idx": 25,
|
|
182
|
+
"version": "7",
|
|
183
|
+
"when": 1787979321712,
|
|
184
|
+
"tag": "0025_worthless_chimera",
|
|
185
|
+
"breakpoints": true
|
|
186
|
+
},
|
|
187
|
+
{
|
|
188
|
+
"idx": 26,
|
|
189
|
+
"version": "7",
|
|
190
|
+
"when": 1787981859874,
|
|
191
|
+
"tag": "0026_late_aqueduct",
|
|
192
|
+
"breakpoints": true
|
|
193
|
+
},
|
|
194
|
+
{
|
|
195
|
+
"idx": 27,
|
|
196
|
+
"version": "7",
|
|
197
|
+
"when": 1788007470077,
|
|
198
|
+
"tag": "0027_brainy_silver_sable",
|
|
199
|
+
"breakpoints": true
|
|
200
|
+
},
|
|
201
|
+
{
|
|
202
|
+
"idx": 28,
|
|
203
|
+
"version": "7",
|
|
204
|
+
"when": 1788045423814,
|
|
205
|
+
"tag": "0028_freezing_scrambler",
|
|
206
|
+
"breakpoints": true
|
|
207
|
+
},
|
|
208
|
+
{
|
|
209
|
+
"idx": 29,
|
|
210
|
+
"version": "7",
|
|
211
|
+
"when": 1788067713235,
|
|
212
|
+
"tag": "0029_custom_fields",
|
|
213
|
+
"breakpoints": true
|
|
214
|
+
},
|
|
215
|
+
{
|
|
216
|
+
"idx": 30,
|
|
217
|
+
"version": "7",
|
|
218
|
+
"when": 1788089808149,
|
|
219
|
+
"tag": "0030_enquiries",
|
|
220
|
+
"breakpoints": true
|
|
221
|
+
},
|
|
222
|
+
{
|
|
223
|
+
"idx": 31,
|
|
224
|
+
"version": "7",
|
|
225
|
+
"when": 1788128702292,
|
|
226
|
+
"tag": "0031_consent",
|
|
227
|
+
"breakpoints": true
|
|
228
|
+
},
|
|
229
|
+
{
|
|
230
|
+
"idx": 32,
|
|
231
|
+
"version": "7",
|
|
232
|
+
"when": 1788133056653,
|
|
233
|
+
"tag": "0032_form_field_statement",
|
|
234
|
+
"breakpoints": true
|
|
235
|
+
},
|
|
236
|
+
{
|
|
237
|
+
"idx": 33,
|
|
238
|
+
"version": "7",
|
|
239
|
+
"when": 1788134204561,
|
|
240
|
+
"tag": "0033_form_field_consent_purpose_ids",
|
|
241
|
+
"breakpoints": true
|
|
242
|
+
},
|
|
243
|
+
{
|
|
244
|
+
"idx": 34,
|
|
245
|
+
"version": "7",
|
|
246
|
+
"when": 1788134239537,
|
|
247
|
+
"tag": "0034_drop_form_field_consent_purpose_id",
|
|
248
|
+
"breakpoints": true
|
|
249
|
+
},
|
|
250
|
+
{
|
|
251
|
+
"idx": 35,
|
|
252
|
+
"version": "7",
|
|
253
|
+
"when": 1788146179776,
|
|
254
|
+
"tag": "0035_form_field_consent_purpose_labels",
|
|
255
|
+
"breakpoints": true
|
|
256
|
+
},
|
|
257
|
+
{
|
|
258
|
+
"idx": 36,
|
|
259
|
+
"version": "7",
|
|
260
|
+
"when": 1788146891073,
|
|
261
|
+
"tag": "0036_form_field_notice_type",
|
|
262
|
+
"breakpoints": true
|
|
172
263
|
}
|
|
173
264
|
]
|
|
174
265
|
}
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@kelpie/server",
|
|
3
|
-
"version": "0.
|
|
3
|
+
"version": "0.10.0",
|
|
4
4
|
"description": "The Kelpie service as a library: module runtime, core CRM modules, REST API, MCP surface, and the shared migration pipeline.",
|
|
5
5
|
"keywords": [
|
|
6
6
|
"kelpie",
|
|
@@ -52,7 +52,7 @@
|
|
|
52
52
|
},
|
|
53
53
|
"dependencies": {
|
|
54
54
|
"@hono/node-server": "^2.0.12",
|
|
55
|
-
"@kelpie/schemas": "^0.
|
|
55
|
+
"@kelpie/schemas": "^0.10.0",
|
|
56
56
|
"@node-rs/argon2": "^2.0.2",
|
|
57
57
|
"drizzle-orm": "^0.45.2",
|
|
58
58
|
"emittery": "^2.0.0",
|
package/src/index.ts
CHANGED
|
@@ -165,3 +165,9 @@ export { resolveActor, resolveActorFrom } from './modules/auth/credentials.ts'
|
|
|
165
165
|
export type { CredentialDependencies } from './modules/auth/credentials.ts'
|
|
166
166
|
export { MEMBER_ROLES, INVITABLE_ROLES, parseMemberRole, roleAllows } from './modules/workspace/roles.ts'
|
|
167
167
|
export type { InvitableRole, MemberRole } from './modules/workspace/roles.ts'
|
|
168
|
+
|
|
169
|
+
export { removeListMemberByTarget } from './modules/lists/index.ts'
|
|
170
|
+
export type {
|
|
171
|
+
RemoveListMemberByTargetDependencies,
|
|
172
|
+
RemoveListMemberByTargetInput,
|
|
173
|
+
} from './modules/lists/index.ts'
|
package/src/lib/ids.ts
CHANGED
|
@@ -19,6 +19,7 @@ export const idPrefixes = {
|
|
|
19
19
|
position: 'pos',
|
|
20
20
|
pipelineStage: 'stage',
|
|
21
21
|
deal: 'deal',
|
|
22
|
+
enquiry: 'enq',
|
|
22
23
|
opportunity: 'opp',
|
|
23
24
|
partnership: 'prt',
|
|
24
25
|
raise: 'rse',
|
|
@@ -30,7 +31,17 @@ export const idPrefixes = {
|
|
|
30
31
|
activity: 'act',
|
|
31
32
|
list: 'list',
|
|
32
33
|
listMember: 'lmem',
|
|
34
|
+
/**
|
|
35
|
+
* Never returns over the wire either: `person_links` has no routes of its
|
|
36
|
+
* own — the link surfaces as a `person_ids` array on each pipeline record —
|
|
37
|
+
* so the prefix is not in `api.md`'s public prefix table, matching `idem`
|
|
38
|
+
* and `rl`. It still comes from this factory rather than a bare ULID call,
|
|
39
|
+
* so every id in the database is generated the same, injectable way.
|
|
40
|
+
*/
|
|
41
|
+
personLink: 'plink',
|
|
33
42
|
handbookPage: 'hb',
|
|
43
|
+
customFieldDefinition: 'fld',
|
|
44
|
+
consentPurpose: 'cnp',
|
|
34
45
|
form: 'form',
|
|
35
46
|
formField: 'ff',
|
|
36
47
|
formSubmission: 'sub',
|
|
@@ -1,12 +1,16 @@
|
|
|
1
1
|
import { and, eq, inArray, or, sql } from 'drizzle-orm'
|
|
2
2
|
import type { SQL } from 'drizzle-orm'
|
|
3
3
|
|
|
4
|
+
import type { PipelineKind } from '@kelpie/schemas'
|
|
5
|
+
|
|
4
6
|
import { keysetCondition, orderByWindow, timestampSort } from '../../lib/pagination.ts'
|
|
5
7
|
import type { ListWindow, SortableFields } from '../../lib/pagination.ts'
|
|
6
8
|
import type { Queryable } from '../../runtime/transaction.ts'
|
|
7
|
-
import {
|
|
9
|
+
import { deals } from '../deals/schema.ts'
|
|
10
|
+
import { enquiries } from '../enquiries/schema.ts'
|
|
8
11
|
import { opportunities } from '../opportunities/schema.ts'
|
|
9
|
-
import {
|
|
12
|
+
import { partnerships } from '../partnerships/schema.ts'
|
|
13
|
+
import * as personLinks from '../personLinks.ts'
|
|
10
14
|
import type { RecordTargetType } from '../recordTargets.ts'
|
|
11
15
|
import { activities } from './schema.ts'
|
|
12
16
|
|
|
@@ -66,7 +70,7 @@ export async function listRolledUpTargets(
|
|
|
66
70
|
targetId: string,
|
|
67
71
|
): Promise<ActivityTarget[]> {
|
|
68
72
|
if (targetType === 'company') {
|
|
69
|
-
const [dealRows, opportunityRows, partnershipRows] = await Promise.all([
|
|
73
|
+
const [dealRows, opportunityRows, partnershipRows, enquiryRows] = await Promise.all([
|
|
70
74
|
db
|
|
71
75
|
.select({ id: deals.id })
|
|
72
76
|
.from(deals)
|
|
@@ -81,36 +85,31 @@ export async function listRolledUpTargets(
|
|
|
81
85
|
.select({ id: partnerships.id })
|
|
82
86
|
.from(partnerships)
|
|
83
87
|
.where(and(eq(partnerships.workspaceId, workspaceId), eq(partnerships.companyId, targetId))),
|
|
88
|
+
db
|
|
89
|
+
.select({ id: enquiries.id })
|
|
90
|
+
.from(enquiries)
|
|
91
|
+
.where(and(eq(enquiries.workspaceId, workspaceId), eq(enquiries.companyId, targetId))),
|
|
84
92
|
])
|
|
85
93
|
|
|
86
94
|
return [
|
|
87
95
|
...dealRows.map((row) => ({ targetType: 'deal' as const, targetId: row.id })),
|
|
88
96
|
...opportunityRows.map((row) => ({ targetType: 'opportunity' as const, targetId: row.id })),
|
|
89
97
|
...partnershipRows.map((row) => ({ targetType: 'partnership' as const, targetId: row.id })),
|
|
98
|
+
...enquiryRows.map((row) => ({ targetType: 'enquiry' as const, targetId: row.id })),
|
|
90
99
|
]
|
|
91
100
|
}
|
|
92
101
|
|
|
93
102
|
if (targetType === 'person') {
|
|
94
|
-
//
|
|
95
|
-
|
|
96
|
-
|
|
97
|
-
|
|
98
|
-
|
|
99
|
-
|
|
100
|
-
|
|
101
|
-
|
|
102
|
-
|
|
103
|
-
|
|
104
|
-
.innerJoin(partnershipPeople, eq(partnershipPeople.partnershipId, partnerships.id))
|
|
105
|
-
.where(
|
|
106
|
-
and(eq(partnerships.workspaceId, workspaceId), eq(partnershipPeople.personId, targetId)),
|
|
107
|
-
),
|
|
108
|
-
])
|
|
109
|
-
|
|
110
|
-
return [
|
|
111
|
-
...dealRows.map((row) => ({ targetType: 'deal' as const, targetId: row.id })),
|
|
112
|
-
...partnershipRows.map((row) => ({ targetType: 'partnership' as const, targetId: row.id })),
|
|
113
|
-
]
|
|
103
|
+
// person_links carries all four pipeline kinds in one table, so a person's
|
|
104
|
+
// roll-up is one read regardless of how many pipelines they touch. The
|
|
105
|
+
// shared helper's `PipelineKind` narrows to the check-constraint set, which
|
|
106
|
+
// is exactly what an ActivityTarget expects to receive.
|
|
107
|
+
const links = await personLinks.listTargetsOfPerson(db, workspaceId, targetId)
|
|
108
|
+
|
|
109
|
+
return links.map((link) => ({
|
|
110
|
+
targetType: link.targetType satisfies PipelineKind as RecordTargetType,
|
|
111
|
+
targetId: link.targetId,
|
|
112
|
+
}))
|
|
114
113
|
}
|
|
115
114
|
|
|
116
115
|
return []
|
|
@@ -147,6 +147,24 @@ export function describeStageChange(fromStage: string, toStage: string): Activit
|
|
|
147
147
|
return { action: `moved to ${toStage}`, detail: `${fromStage} → ${toStage}` }
|
|
148
148
|
}
|
|
149
149
|
|
|
150
|
+
/**
|
|
151
|
+
* `converted to Deal`, with the deal's name beneath it. Files on the enquiry;
|
|
152
|
+
* the deal's own timeline gets `created Deal from Enquiry` via
|
|
153
|
+
* `describeCreationFrom`.
|
|
154
|
+
*/
|
|
155
|
+
export function describeConversion(objectLabel: string, name: string): ActivityWording {
|
|
156
|
+
return { action: `converted to ${objectLabel}`, detail: name }
|
|
157
|
+
}
|
|
158
|
+
|
|
159
|
+
/**
|
|
160
|
+
* `created Deal from Enquiry`, with the source record's name beneath it. Mirror
|
|
161
|
+
* of `describeCreationVia` but the source is another CRM record rather than a
|
|
162
|
+
* form or import file.
|
|
163
|
+
*/
|
|
164
|
+
export function describeCreationFrom(objectLabel: string, sourceLabel: string, sourceName: string): ActivityWording {
|
|
165
|
+
return { action: `created ${objectLabel} from ${sourceLabel}`, detail: sourceName }
|
|
166
|
+
}
|
|
167
|
+
|
|
150
168
|
/** How much of a note's body the timeline repeats before trailing off. */
|
|
151
169
|
const NOTE_EXCERPT_LENGTH = 120
|
|
152
170
|
|
|
@@ -305,6 +305,69 @@ Optionally save as a Note.`,
|
|
|
305
305
|
Append a Note, propose Plan items, update summary/whyWin/risks only with clear evidence, extract Decisions.`,
|
|
306
306
|
}),
|
|
307
307
|
|
|
308
|
+
// Enquiry
|
|
309
|
+
task({
|
|
310
|
+
id: 'enquiry.triage',
|
|
311
|
+
label: 'Triage enquiry',
|
|
312
|
+
description: 'Recommend pursue, nurture, or close.',
|
|
313
|
+
targetTypes: ['enquiry'],
|
|
314
|
+
placement: 'primary',
|
|
315
|
+
handbookSlugs: ['ideal-customer-profile', 'product', 'agent-faq'],
|
|
316
|
+
instructions: `Assess this Enquiry against Ideal customer profile and Product. Recommend one of:
|
|
317
|
+
- pursue (convert to Deal)
|
|
318
|
+
- nurture (keep in In progress, add a follow-up Plan item)
|
|
319
|
+
- close (move to Closed, note the reason).
|
|
320
|
+
Save the recommendation and rationale as a Note. Do not change the stage or convert without human confirmation.`,
|
|
321
|
+
}),
|
|
322
|
+
task({
|
|
323
|
+
id: 'enquiry.propose_plan',
|
|
324
|
+
label: 'Propose Plan',
|
|
325
|
+
description: 'Dated follow-up items.',
|
|
326
|
+
targetTypes: ['enquiry'],
|
|
327
|
+
placement: 'primary',
|
|
328
|
+
handbookSlugs: ['agent-faq'],
|
|
329
|
+
instructions: `Propose dated Plan items for this Enquiry (a first response, a follow-up, a review).
|
|
330
|
+
Prefer concrete actions over vague reminders.`,
|
|
331
|
+
}),
|
|
332
|
+
task({
|
|
333
|
+
id: 'enquiry.refresh_summary',
|
|
334
|
+
label: 'Refresh enquiry summary',
|
|
335
|
+
description: 'Rewrite summary from evidence.',
|
|
336
|
+
targetTypes: ['enquiry'],
|
|
337
|
+
placement: 'primary',
|
|
338
|
+
handbookSlugs: ['agent-faq'],
|
|
339
|
+
instructions: `Rewrite the Enquiry summary from source, stage, notes, and linked Company.`,
|
|
340
|
+
}),
|
|
341
|
+
task({
|
|
342
|
+
id: 'enquiry.draft_reply',
|
|
343
|
+
label: 'Draft reply',
|
|
344
|
+
description: 'First-response email in Voice.',
|
|
345
|
+
targetTypes: ['enquiry'],
|
|
346
|
+
placement: 'primary',
|
|
347
|
+
handbookSlugs: ['voice-and-tone', 'product', 'agent-faq'],
|
|
348
|
+
instructions: `Draft a first response to this Enquiry in Voice. Reference the Product handbook only where the
|
|
349
|
+
Enquiry's summary or notes signal a match. Save the draft as a Note. Do not send.`,
|
|
350
|
+
}),
|
|
351
|
+
task({
|
|
352
|
+
id: 'enquiry.capture_decision',
|
|
353
|
+
label: 'Capture decision',
|
|
354
|
+
description: 'Log what was decided about this enquiry.',
|
|
355
|
+
targetTypes: ['enquiry'],
|
|
356
|
+
placement: 'overflow',
|
|
357
|
+
handbookSlugs: ['agent-faq'],
|
|
358
|
+
instructions: `Create a Decision linked to this Enquiry from recent commitments or the human's instruction.`,
|
|
359
|
+
}),
|
|
360
|
+
task({
|
|
361
|
+
id: 'enquiry.log_transcript',
|
|
362
|
+
label: 'Log transcript',
|
|
363
|
+
description: 'Parse call notes into CRM updates.',
|
|
364
|
+
targetTypes: ['enquiry'],
|
|
365
|
+
placement: 'overflow',
|
|
366
|
+
handbookSlugs: ['agent-faq'],
|
|
367
|
+
instructions: `The human will paste a call or chat transcript after this prompt.
|
|
368
|
+
Append a Note, propose Plan items, update the summary only with clear evidence, extract Decisions.`,
|
|
369
|
+
}),
|
|
370
|
+
|
|
308
371
|
// Opportunity
|
|
309
372
|
task({
|
|
310
373
|
id: 'opportunity.propose_plan',
|
|
@@ -6,18 +6,19 @@ import type { PgColumn, PgTable } from 'drizzle-orm/pg-core'
|
|
|
6
6
|
|
|
7
7
|
import type { Queryable } from '../../runtime/transaction.ts'
|
|
8
8
|
import { companies } from '../companies/schema.ts'
|
|
9
|
-
import {
|
|
9
|
+
import { deals } from '../deals/schema.ts'
|
|
10
10
|
import { decisions } from '../decisions/schema.ts'
|
|
11
|
+
import { enquiries } from '../enquiries/schema.ts'
|
|
11
12
|
import { handbookPages } from '../handbook/schema.ts'
|
|
12
13
|
import { candidates, roles } from '../hiring/schema.ts'
|
|
13
14
|
import { notes } from '../notes/schema.ts'
|
|
14
15
|
import { opportunities } from '../opportunities/schema.ts'
|
|
15
|
-
import {
|
|
16
|
-
import { people } from '../people/schema.ts'
|
|
16
|
+
import { partnerships } from '../partnerships/schema.ts'
|
|
17
|
+
import { people, personLinks } from '../people/schema.ts'
|
|
17
18
|
import { pipelineStages } from '../pipelines/schema.ts'
|
|
18
19
|
import { planItems } from '../plans/schema.ts'
|
|
19
20
|
import { positions } from '../positions/schema.ts'
|
|
20
|
-
import {
|
|
21
|
+
import { raises } from '../raises/schema.ts'
|
|
21
22
|
import { isRecordTargetType, resolveTargetNames, targetKey } from '../recordTargets.ts'
|
|
22
23
|
import { workspaces } from '../workspace/schema.ts'
|
|
23
24
|
import type { HandbookPageReference, PromptInputs, RelatedIdList, WorkspaceSignal } from './prompt.ts'
|
|
@@ -47,6 +48,7 @@ const DEEP_LINKS: Readonly<Partial<Record<AgentTaskTargetType, string>>> = {
|
|
|
47
48
|
person: '/people',
|
|
48
49
|
company: '/companies',
|
|
49
50
|
deal: '/deals',
|
|
51
|
+
enquiry: '/enquiries',
|
|
50
52
|
opportunity: '/opportunities',
|
|
51
53
|
partnership: '/partnerships',
|
|
52
54
|
raise: '/fundraising',
|
|
@@ -253,6 +255,33 @@ async function relatedFrom(
|
|
|
253
255
|
return limitedIds(rows.map((row) => row.id))
|
|
254
256
|
}
|
|
255
257
|
|
|
258
|
+
/**
|
|
259
|
+
* The people on one pipeline record, capped and truncation-aware. Uses
|
|
260
|
+
* `person_links` directly rather than the shared helper because it needs the
|
|
261
|
+
* limit + 1 semantics of `relatedFrom`.
|
|
262
|
+
*/
|
|
263
|
+
async function personLinkIds(
|
|
264
|
+
db: Queryable,
|
|
265
|
+
workspaceId: string,
|
|
266
|
+
targetType: 'deal' | 'enquiry' | 'opportunity' | 'partnership' | 'raise',
|
|
267
|
+
targetId: string,
|
|
268
|
+
): Promise<RelatedIdList> {
|
|
269
|
+
const rows = await db
|
|
270
|
+
.select({ id: personLinks.personId })
|
|
271
|
+
.from(personLinks)
|
|
272
|
+
.where(
|
|
273
|
+
and(
|
|
274
|
+
eq(personLinks.workspaceId, workspaceId),
|
|
275
|
+
eq(personLinks.targetType, targetType),
|
|
276
|
+
eq(personLinks.targetId, targetId),
|
|
277
|
+
),
|
|
278
|
+
)
|
|
279
|
+
.orderBy(asc(personLinks.personId))
|
|
280
|
+
.limit(RELATED_ID_LIMIT + 1)
|
|
281
|
+
|
|
282
|
+
return limitedIds(rows.map((row) => row.id))
|
|
283
|
+
}
|
|
284
|
+
|
|
256
285
|
/**
|
|
257
286
|
* The related record ids `agent-tasks.md`'s context recipe names, per target
|
|
258
287
|
* type: positions for a person, people on a deal, the company behind a raise,
|
|
@@ -297,6 +326,12 @@ async function collectRelated(
|
|
|
297
326
|
deals.id,
|
|
298
327
|
workspaceScoped(deals.workspaceId, deals.companyId),
|
|
299
328
|
),
|
|
329
|
+
enquiry_ids: await relatedFrom(
|
|
330
|
+
db,
|
|
331
|
+
enquiries,
|
|
332
|
+
enquiries.id,
|
|
333
|
+
workspaceScoped(enquiries.workspaceId, enquiries.companyId),
|
|
334
|
+
),
|
|
300
335
|
opportunity_ids: await relatedFrom(
|
|
301
336
|
db,
|
|
302
337
|
opportunities,
|
|
@@ -326,14 +361,7 @@ async function collectRelated(
|
|
|
326
361
|
|
|
327
362
|
return {
|
|
328
363
|
company_ids: wholeList(deal === undefined ? [] : [deal.companyId]),
|
|
329
|
-
|
|
330
|
-
// resolved inside this workspace, which is what scopes the join.
|
|
331
|
-
person_ids: await relatedFrom(
|
|
332
|
-
db,
|
|
333
|
-
dealPeople,
|
|
334
|
-
dealPeople.personId,
|
|
335
|
-
eq(dealPeople.dealId, targetId),
|
|
336
|
-
),
|
|
364
|
+
person_ids: await personLinkIds(db, workspaceId, 'deal', targetId),
|
|
337
365
|
}
|
|
338
366
|
}
|
|
339
367
|
|
|
@@ -349,6 +377,21 @@ async function collectRelated(
|
|
|
349
377
|
? []
|
|
350
378
|
: [opportunity.companyId],
|
|
351
379
|
),
|
|
380
|
+
person_ids: await personLinkIds(db, workspaceId, 'opportunity', targetId),
|
|
381
|
+
}
|
|
382
|
+
}
|
|
383
|
+
|
|
384
|
+
case 'enquiry': {
|
|
385
|
+
const [enquiry] = await db
|
|
386
|
+
.select({ companyId: enquiries.companyId })
|
|
387
|
+
.from(enquiries)
|
|
388
|
+
.where(and(eq(enquiries.workspaceId, workspaceId), eq(enquiries.id, targetId)))
|
|
389
|
+
|
|
390
|
+
return {
|
|
391
|
+
company_ids: wholeList(
|
|
392
|
+
enquiry?.companyId === null || enquiry === undefined ? [] : [enquiry.companyId],
|
|
393
|
+
),
|
|
394
|
+
person_ids: await personLinkIds(db, workspaceId, 'enquiry', targetId),
|
|
352
395
|
}
|
|
353
396
|
}
|
|
354
397
|
|
|
@@ -360,12 +403,7 @@ async function collectRelated(
|
|
|
360
403
|
|
|
361
404
|
return {
|
|
362
405
|
company_ids: wholeList(partnership === undefined ? [] : [partnership.companyId]),
|
|
363
|
-
person_ids: await
|
|
364
|
-
db,
|
|
365
|
-
partnershipPeople,
|
|
366
|
-
partnershipPeople.personId,
|
|
367
|
-
eq(partnershipPeople.partnershipId, targetId),
|
|
368
|
-
),
|
|
406
|
+
person_ids: await personLinkIds(db, workspaceId, 'partnership', targetId),
|
|
369
407
|
}
|
|
370
408
|
}
|
|
371
409
|
|
|
@@ -377,12 +415,7 @@ async function collectRelated(
|
|
|
377
415
|
|
|
378
416
|
return {
|
|
379
417
|
company_ids: wholeList(raise === undefined ? [] : [raise.companyId]),
|
|
380
|
-
person_ids: await
|
|
381
|
-
db,
|
|
382
|
-
raisePeople,
|
|
383
|
-
raisePeople.personId,
|
|
384
|
-
eq(raisePeople.raiseId, targetId),
|
|
385
|
-
),
|
|
418
|
+
person_ids: await personLinkIds(db, workspaceId, 'raise', targetId),
|
|
386
419
|
}
|
|
387
420
|
}
|
|
388
421
|
|
|
@@ -433,6 +466,13 @@ const SWEEP_TABLES = {
|
|
|
433
466
|
stageId: deals.stageId,
|
|
434
467
|
summary: deals.summary,
|
|
435
468
|
},
|
|
469
|
+
enquiry: {
|
|
470
|
+
table: enquiries,
|
|
471
|
+
id: enquiries.id,
|
|
472
|
+
workspaceId: enquiries.workspaceId,
|
|
473
|
+
stageId: enquiries.stageId,
|
|
474
|
+
summary: enquiries.summary,
|
|
475
|
+
},
|
|
436
476
|
opportunity: {
|
|
437
477
|
table: opportunities,
|
|
438
478
|
id: opportunities.id,
|
|
@@ -5,9 +5,11 @@ import { and, eq } from 'drizzle-orm'
|
|
|
5
5
|
import type { Queryable } from '../runtime/transaction.ts'
|
|
6
6
|
import * as activityRepository from './activities/repository.ts'
|
|
7
7
|
import * as decisionRepository from './decisions/repository.ts'
|
|
8
|
+
import { formAttachTargets } from './forms/schema.ts'
|
|
8
9
|
import { candidates } from './hiring/schema.ts'
|
|
9
10
|
import * as listRepository from './lists/repository.ts'
|
|
10
11
|
import * as noteRepository from './notes/repository.ts'
|
|
12
|
+
import * as personLinks from './personLinks.ts'
|
|
11
13
|
import * as planRepository from './plans/repository.ts'
|
|
12
14
|
|
|
13
15
|
/**
|
|
@@ -19,7 +21,12 @@ import * as planRepository from './plans/repository.ts'
|
|
|
19
21
|
* record they described and reappear the day an id is reused.
|
|
20
22
|
*
|
|
21
23
|
* `plan_items` attach the same way but their check constraint allows only the
|
|
22
|
-
* four pipeline types, so they are removed only for those targets.
|
|
24
|
+
* four pipeline types, so they are removed only for those targets. `person_links`
|
|
25
|
+
* follows the same rule: it holds a person's involvement in a pipeline record
|
|
26
|
+
* and its check constraint allows only the four pipeline types, so a deleted
|
|
27
|
+
* deal/opportunity/raise/partnership sheds its people here. `form_attach_targets`
|
|
28
|
+
* is the same shape: forms pinning submitters into a pre-existing pipeline
|
|
29
|
+
* record shed the mapping when the target goes.
|
|
23
30
|
*/
|
|
24
31
|
|
|
25
32
|
/** Target types that can own attached records here. */
|
|
@@ -46,6 +53,26 @@ export async function deleteRecordsAttachedTo(
|
|
|
46
53
|
const plans = PLAN_TARGET_TYPES.has(targetType)
|
|
47
54
|
? await planRepository.deleteForTarget(db, workspaceId, targetType, targetId)
|
|
48
55
|
: 0
|
|
56
|
+
const links = PLAN_TARGET_TYPES.has(targetType)
|
|
57
|
+
? await personLinks.deleteLinksForTarget(db, workspaceId, {
|
|
58
|
+
targetType: targetType as PipelineKind,
|
|
59
|
+
targetId,
|
|
60
|
+
})
|
|
61
|
+
: 0
|
|
62
|
+
const attachTargets = PLAN_TARGET_TYPES.has(targetType)
|
|
63
|
+
? (
|
|
64
|
+
await db
|
|
65
|
+
.delete(formAttachTargets)
|
|
66
|
+
.where(
|
|
67
|
+
and(
|
|
68
|
+
eq(formAttachTargets.workspaceId, workspaceId),
|
|
69
|
+
eq(formAttachTargets.targetType, targetType),
|
|
70
|
+
eq(formAttachTargets.targetId, targetId),
|
|
71
|
+
),
|
|
72
|
+
)
|
|
73
|
+
.returning({ formId: formAttachTargets.formId })
|
|
74
|
+
).length
|
|
75
|
+
: 0
|
|
49
76
|
const memberships = await listRepository.deleteMembershipsForTarget(
|
|
50
77
|
db,
|
|
51
78
|
workspaceId,
|
|
@@ -53,7 +80,7 @@ export async function deleteRecordsAttachedTo(
|
|
|
53
80
|
targetId,
|
|
54
81
|
)
|
|
55
82
|
|
|
56
|
-
return notes + activities + decisions + plans + memberships
|
|
83
|
+
return notes + activities + decisions + plans + links + attachTargets + memberships
|
|
57
84
|
}
|
|
58
85
|
|
|
59
86
|
/**
|
|
@@ -1,5 +1,6 @@
|
|
|
1
1
|
import type { KelpieModule } from '../../runtime/module.ts'
|
|
2
2
|
import { createActivityRecorder } from '../activities/index.ts'
|
|
3
|
+
import { createCustomFieldValues } from '../custom-fields/index.ts'
|
|
3
4
|
import { companiesEvents } from './events.ts'
|
|
4
5
|
import { mountCompaniesRoutes } from './routes.ts'
|
|
5
6
|
import * as schema from './schema.ts'
|
|
@@ -15,7 +16,7 @@ import { registerCompaniesTools } from './tools.ts'
|
|
|
15
16
|
export function createCompaniesModule(migrationsDirectory: string): KelpieModule {
|
|
16
17
|
return {
|
|
17
18
|
id: 'companies',
|
|
18
|
-
requires: ['workspace', 'activities'],
|
|
19
|
+
requires: ['workspace', 'activities', 'custom-fields'],
|
|
19
20
|
structural: true,
|
|
20
21
|
events: companiesEvents,
|
|
21
22
|
|
|
@@ -29,6 +30,7 @@ export function createCompaniesModule(migrationsDirectory: string): KelpieModule
|
|
|
29
30
|
createId: context.createId,
|
|
30
31
|
now: context.now,
|
|
31
32
|
}),
|
|
33
|
+
customFields: createCustomFieldValues({ db: context.db }),
|
|
32
34
|
})
|
|
33
35
|
|
|
34
36
|
context.schema(schema, migrationsDirectory)
|
|
@@ -1,3 +1,4 @@
|
|
|
1
|
+
import { customFieldsPatchShape } from '@kelpie/schemas'
|
|
1
2
|
import type { Context, Hono } from 'hono'
|
|
2
3
|
import { z } from 'zod'
|
|
3
4
|
|
|
@@ -5,6 +6,7 @@ import { pageBody, readIdFilter, readJsonBody, readListParameters } from '../../
|
|
|
5
6
|
import type { Actor } from '../auth/actor.ts'
|
|
6
7
|
import { resolveActorFrom } from '../auth/credentials.ts'
|
|
7
8
|
import type { CredentialDependencies } from '../auth/credentials.ts'
|
|
9
|
+
import { renderCustomFieldsForWire } from '../custom-fields/wire.ts'
|
|
8
10
|
import { ACCOUNT_TYPES, COMPANY_STAGES, ICP_FITS, SIZE_BANDS } from './schema.ts'
|
|
9
11
|
import type {
|
|
10
12
|
CompaniesService,
|
|
@@ -31,6 +33,7 @@ const companyShape = {
|
|
|
31
33
|
summary: z.string(),
|
|
32
34
|
tags: z.array(z.string().min(1)),
|
|
33
35
|
is_own: z.boolean(),
|
|
36
|
+
custom_fields: customFieldsPatchShape,
|
|
34
37
|
}
|
|
35
38
|
|
|
36
39
|
/**
|
|
@@ -53,6 +56,7 @@ export const createBody = z.strictObject({
|
|
|
53
56
|
summary: companyShape.summary.default(''),
|
|
54
57
|
tags: companyShape.tags.default([]),
|
|
55
58
|
is_own: companyShape.is_own.default(false),
|
|
59
|
+
custom_fields: companyShape.custom_fields.default({}),
|
|
56
60
|
})
|
|
57
61
|
|
|
58
62
|
export const updateBody = z.strictObject(companyShape).partial()
|
|
@@ -77,6 +81,7 @@ export function toCreateInput(body: z.infer<typeof createBody>): CreateCompanyIn
|
|
|
77
81
|
summary: body.summary,
|
|
78
82
|
tags: body.tags,
|
|
79
83
|
isOwn: body.is_own,
|
|
84
|
+
customFields: body.custom_fields,
|
|
80
85
|
}
|
|
81
86
|
}
|
|
82
87
|
|
|
@@ -96,6 +101,7 @@ export function toUpdateInput(body: z.infer<typeof updateBody>): UpdateCompanyIn
|
|
|
96
101
|
...(body.summary === undefined ? {} : { summary: body.summary }),
|
|
97
102
|
...(body.tags === undefined ? {} : { tags: body.tags }),
|
|
98
103
|
...(body.is_own === undefined ? {} : { isOwn: body.is_own }),
|
|
104
|
+
...(body.custom_fields === undefined ? {} : { customFields: body.custom_fields }),
|
|
99
105
|
}
|
|
100
106
|
}
|
|
101
107
|
|
|
@@ -116,6 +122,7 @@ export function companyResponse(company: CompanyView): Record<string, unknown> {
|
|
|
116
122
|
summary: company.summary,
|
|
117
123
|
tags: company.tags,
|
|
118
124
|
is_own: company.isOwn,
|
|
125
|
+
custom_fields: renderCustomFieldsForWire(company.customFields),
|
|
119
126
|
created_at: company.createdAt.toISOString(),
|
|
120
127
|
updated_at: company.updatedAt.toISOString(),
|
|
121
128
|
}
|
|
@@ -1,5 +1,6 @@
|
|
|
1
1
|
import { ACCOUNT_TYPES, COMPANY_STAGES, ICP_FITS, SIZE_BANDS } from '@kelpie/schemas'
|
|
2
|
-
import {
|
|
2
|
+
import type { CustomFieldValue } from '@kelpie/schemas'
|
|
3
|
+
import { boolean, index, jsonb, pgTable, text, unique } from 'drizzle-orm/pg-core'
|
|
3
4
|
|
|
4
5
|
import {
|
|
5
6
|
checkOneOf,
|
|
@@ -46,6 +47,11 @@ export const companies = pgTable(
|
|
|
46
47
|
// and subsidiary) so downstream views can distinguish self from prospects.
|
|
47
48
|
// Loose semantics on purpose — zero or many rows may carry it.
|
|
48
49
|
isOwn: boolean('is_own').notNull().default(false),
|
|
50
|
+
// Workspace-defined fields, keyed by definition key. See people/schema.ts.
|
|
51
|
+
customFields: jsonb('custom_fields')
|
|
52
|
+
.$type<Readonly<Record<string, CustomFieldValue>>>()
|
|
53
|
+
.notNull()
|
|
54
|
+
.default({}),
|
|
49
55
|
createdAt: createdAt(),
|
|
50
56
|
updatedAt: updatedAt(),
|
|
51
57
|
searchVector: searchVector((): readonly SearchVectorPart[] => [
|