@kelpie/server 0.8.0 → 0.9.0

package/dist/modules/forms/fields.js

@@ -1,4 +1,6 @@
 import { PERSON_EMAIL_TARGET } from './schema.js';
+/** The map target for a consent field. Repeatable, unique per purpose_id. */
+const PERSON_CONSENT_TARGET = 'person.consent';
 /**
  * Targets a form may map more than one field to.
  *
@@ -21,25 +23,92 @@ const COMPANY_TARGETS = ['company.name', 'company.domain'];
  *   or `company.domain` answer, so a deal-creating form without either would
  *   quietly never create a deal. Refused here rather than discovered later by
  *   somebody wondering where their inbound pipeline went.
+ * @param createsPartnership Same rule for partnerships: a Partnership belongs
+ *   to a Company. Opportunities are exempt because `opportunities.company_id`
+ *   is nullable — a form that creates an opportunity without resolving a
+ *   company creates an opportunity without one, which is a valid state.
  */
-export function findFieldProblems(fields, createsDeal) {
+export function findFieldProblems(fields, createsDeal, createsPartnership = false) {
     const problems = [];
     const seenTargets = new Set();
+    const usedConsentPurposes = new Set();
     if (!fields.some((field) => field.mapTo === PERSON_EMAIL_TARGET)) {
         problems.push({
             field: 'fields',
             message: `A form needs exactly one field mapped to ${PERSON_EMAIL_TARGET}`,
         });
     }
-    if (createsDeal && !fields.some((field) => COMPANY_TARGETS.includes(field.mapTo))) {
+    const hasCompanyField = fields.some((field) => COMPANY_TARGETS.includes(field.mapTo));
+    if (createsDeal && !hasCompanyField) {
         problems.push({
             field: 'fields',
             message: `A form that creates deals needs a field mapped to ${COMPANY_TARGETS.join(' or ')}`,
         });
     }
+    if (createsPartnership && !hasCompanyField) {
+        problems.push({
+            field: 'fields',
+            message: `A form that creates partnerships needs a field mapped to ${COMPANY_TARGETS.join(' or ')}`,
+        });
+    }
     for (const [index, field] of fields.entries()) {
         const at = `fields.${String(index)}`;
-        if (!REPEATABLE_TARGETS.has(field.mapTo)) {
+        // `person.consent` is repeatable — a form may carry more than one consent
+        // (checkbox) or notice (implicit) field, each offering its own list of
+        // purposes — but no purpose may appear on two fields, whether as the
+        // same field's duplicate or on two fields at once. Everything else
+        // non-`submission` is unique per form.
+        if (field.mapTo === PERSON_CONSENT_TARGET) {
+            if (field.type !== 'consent' && field.type !== 'notice') {
+                problems.push({
+                    field: `${at}.type`,
+                    message: 'A person.consent field must be of type "consent" or "notice"',
+                });
+            }
+            if (field.type === 'notice' && (field.statement ?? '').trim().length === 0) {
+                problems.push({
+                    field: `${at}.statement`,
+                    message: 'A notice field needs a statement',
+                });
+            }
+            if (field.consentPurposeIds.length === 0) {
+                problems.push({
+                    field: `${at}.consent_purpose_ids`,
+                    message: field.type === 'notice'
+                        ? 'A notice field needs at least one purpose it grants implicitly'
+                        : 'A consent field needs at least one purpose',
+                });
+            }
+            else {
+                const seenLocal = new Set();
+                for (const purposeId of field.consentPurposeIds) {
+                    if (seenLocal.has(purposeId)) {
+                        problems.push({
+                            field: `${at}.consent_purpose_ids`,
+                            message: 'A consent field lists each purpose only once',
+                        });
+                        break;
+                    }
+                    seenLocal.add(purposeId);
+                    if (usedConsentPurposes.has(purposeId)) {
+                        problems.push({
+                            field: `${at}.consent_purpose_ids`,
+                            message: 'Another consent field on this form already names this purpose',
+                        });
+                    }
+                    else {
+                        usedConsentPurposes.add(purposeId);
+                    }
+                }
+            }
+        }
+        else if (field.type === 'consent' || field.type === 'notice') {
+            problems.push({
+                field: `${at}.map_to`,
+                message: 'A consent or notice field must map to person.consent',
+            });
+        }
+        else if (!REPEATABLE_TARGETS.has(field.mapTo)) {
             if (seenTargets.has(field.mapTo)) {
                 problems.push({ field: `${at}.map_to`, message: `Another field already maps to ${field.mapTo}` });
             }
@@ -104,9 +173,24 @@ export function fieldsDiffer(stored, drafts) {
             field.required !== draft.required ||
             field.mapTo !== draft.mapTo ||
             field.placeholder !== draft.placeholder ||
+            field.statement !== draft.statement ||
+            stringListDiffer(field.consentPurposeIds, draft.consentPurposeIds) ||
+            labelMapDiffer(field.consentPurposeLabels, draft.consentPurposeLabels) ||
             optionsDiffer(field.options, draft.options));
     });
 }
+function labelMapDiffer(stored, drafts) {
+    const storedKeys = Object.keys(stored);
+    const draftKeys = Object.keys(drafts);
+    if (storedKeys.length !== draftKeys.length)
+        return true;
+    return storedKeys.some((key) => stored[key] !== drafts[key]);
+}
+function stringListDiffer(stored, drafts) {
+    if (stored.length !== drafts.length)
+        return true;
+    return stored.some((value, index) => value !== drafts[index]);
+}
 function optionsDiffer(stored, drafts) {
     if (stored.length !== drafts.length) {
         return true;

package/dist/modules/forms/fields.js.map

@@ -1 +1 @@
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package/dist/modules/forms/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/modules/forms/index.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,yBAAyB,CAAA;AAU3D;;;;;;;;;;;GAWG;AACH,wBAAgB,iBAAiB,CAAC,mBAAmB,EAAE,MAAM,GAAG,YAAY,CA6C3E"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/modules/forms/index.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,yBAAyB,CAAA;AAU3D;;;;;;;;;;;GAWG;AACH,wBAAgB,iBAAiB,CAAC,mBAAmB,EAAE,MAAM,GAAG,YAAY,CAwD3E"}

package/dist/modules/forms/index.js

@@ -21,7 +21,18 @@ import { registerFormsTools } from './tools.js';
 export function createFormsModule(migrationsDirectory) {
     return {
         id: 'forms',
-        requires: ['people', 'companies', 'positions', 'pipelines', 'deals', 'activities'],
+        requires: [
+            'people',
+            'companies',
+            'positions',
+            'pipelines',
+            'deals',
+            'opportunities',
+            'partnerships',
+            'raises',
+            'lists',
+            'activities',
+        ],
         events: formsEvents,
         register(context) {
             const service = createFormsService({

package/dist/modules/forms/index.js.map

@@ -1 +1 @@
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package/dist/modules/forms/mapping.d.ts

@@ -23,14 +23,42 @@ export type MappedAnswers = Partial<Record<FormFieldMapTarget, string>>;
 export interface SubmitIntent {
     /** Normalised. The one value a submit cannot proceed without. */
     readonly email: string;
-    /** The name given, or the part of the address before the `@` when none was. */
+    /**
+     * The name given, the one composed from the first and last name answers, or —
+     * when the form asked for no name at all — the part of the address before the
+     * `@`.
+     */
     readonly personName: string;
+    /** The `person.first_name` answer only. Never split out of `personName`. */
+    readonly personFirstName: string | undefined;
+    readonly personLastName: string | undefined;
     readonly companyName: string | undefined;
     /** The `company.domain` answer only. Never derived from the address; see `resolveDomain`. */
     readonly companyDomain: string | undefined;
     readonly positionTitle: string | undefined;
     /** Only meaningful when the form creates deals. */
     readonly dealName: string | undefined;
+    /** Only meaningful when the form creates opportunities. */
+    readonly opportunityName: string | undefined;
+    /** Only meaningful when the form creates partnerships. */
+    readonly partnershipName: string | undefined;
+    /** Only meaningful when the form creates enquiries. */
+    readonly enquiryName: string | undefined;
+}
+/** True for a consent-field answer that means "ticked". */
+export declare function isConsentTicked(value: string | undefined): boolean;
+/** One consent grant read off the answers, for the submit transaction to apply. */
+export interface ConsentGrant {
+    readonly fieldId: string;
+    readonly purposeId: string;
+    /** The field-level intro sentence, shown above every checkbox in the field. */
+    readonly statement: string;
+    /**
+     * The field's per-purpose text override for this purpose. Empty when the
+     * field defers to the workspace purpose's own label; the submit resolves
+     * that fallback with the purpose row it loads to record the activity.
+     */
+    readonly customLabel: string;
 }
 /**
  * Reduces answers to one value per target.
@@ -38,9 +66,24 @@ export interface SubmitIntent {
  * Blank answers are dropped, so a submitter who cleared a prefilled field does
  * not overwrite a stored value with nothing. Two fields sharing a target is
  * refused when the form is written, except for `submission`, which writes
- * nothing and so cannot collide.
+ * nothing and so cannot collide, and `person.consent`, which is read by
+ * {@link readConsentGrants} instead — a form may carry several consent boxes,
+ * each granting a different purpose.
  */
 export declare function mapAnswers(fields: readonly FormFieldRecord[], answers: Answers): MappedAnswers;
+/**
+ * Every ticked purpose across every consent field on this form, in field
+ * order then purpose order. A consent field's answer is a comma-separated
+ * list of the purpose ids the visitor ticked; anything not on the field's
+ * configured list is dropped silently — the embed offers only what the field
+ * declares, so an unlisted id has to be an unusual client.
+ *
+ * The statement is the field's `statement` when set, else the field's label —
+ * the sentence shown above the checkboxes.
+ */
+export declare function readConsentGrants(fields: readonly FormFieldRecord[], answers: Answers): readonly ConsentGrant[];
+/** Splits a consent field's answer into the ticked purpose ids. */
+export declare function parseConsentAnswer(raw: string | undefined): readonly string[];
 /**
  * Everything wrong with an answer map, as `api.md` field details.
  *
@@ -75,16 +118,30 @@ export declare function fillBlank(stored: string | null, inbound: string | undef
 /** What a new Company is called when the answers named a domain and no name. */
 export declare function companyNameFrom(intent: SubmitIntent): string | undefined;
 /**
- * Expands `{{company.name}}` and `{{person.name}}` in a deal name template.
+ * Expands `{{company.name}}` and `{{person.name}}` in a create-trigger name
+ * template. Shared by the deal, opportunity, and partnership triggers.
  *
  * The fallbacks are the mockup's: a template is written once by an admin and
  * then run against whatever arrives, so a submission with no company name must
- * still produce a deal with a name somebody can read on a board.
+ * still produce a record with a name somebody can read on a board.
  */
-export declare function expandDealNameTemplate(template: string, values: {
+export declare function expandNameTemplate(template: string, values: {
     readonly companyName: string;
     readonly personName: string;
 }): string;
+/**
+ * The union merge for a form's tag actions. The stored order is preserved and
+ * new tags land at the end, so the timeline reads oldest-first. Never removes
+ * a tag a human set: `forms.md` §Tags is explicit on that.
+ *
+ * @returns The merged list, and `changed` = true when at least one new tag
+ *   landed. The caller uses `changed` to decide whether to emit an update
+ *   event, since a no-op merge should not publish `*.updated`.
+ */
+export declare function mergeTags(stored: readonly string[], inbound: readonly string[]): {
+    readonly next: readonly string[];
+    readonly changed: boolean;
+};
 /** How far ahead a deal created by a form is expected to close (`forms.md` rule 6). */
 export declare const DEAL_CLOSE_HORIZON_DAYS = 30;
 /** `YYYY-MM-DD`, `days` after `from`. Date-only, per `api.md`. */

package/dist/modules/forms/mapping.d.ts.map

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package/dist/modules/forms/mapping.js

@@ -1,16 +1,30 @@
+import { composeName } from '@kelpie/schemas';
 import { normaliseDomain, normaliseEmail } from '../../lib/normalisation.js';
 import { PERSON_EMAIL_TARGET } from './schema.js';
+/** True for a consent-field answer that means "ticked". */
+export function isConsentTicked(value) {
+    if (value === undefined)
+        return false;
+    const trimmed = value.trim().toLowerCase();
+    return trimmed === 'true' || trimmed === 'on' || trimmed === '1' || trimmed === 'yes';
+}
 /**
  * Reduces answers to one value per target.
  *
  * Blank answers are dropped, so a submitter who cleared a prefilled field does
  * not overwrite a stored value with nothing. Two fields sharing a target is
  * refused when the form is written, except for `submission`, which writes
- * nothing and so cannot collide.
+ * nothing and so cannot collide, and `person.consent`, which is read by
+ * {@link readConsentGrants} instead — a form may carry several consent boxes,
+ * each granting a different purpose.
  */
 export function mapAnswers(fields, answers) {
     const mapped = {};
     for (const field of fields) {
+        // `person.consent` (both `consent` and `notice` types) is read separately
+        // — a checkbox field by ticked ids, a notice implicitly by submission.
+        if (field.mapTo === 'person.consent')
+            continue;
         const value = answers[field.id]?.trim();
         if (value === undefined || value.length === 0) {
             continue;
@@ -19,6 +33,65 @@ export function mapAnswers(fields, answers) {
     }
     return mapped;
 }
+/**
+ * Every ticked purpose across every consent field on this form, in field
+ * order then purpose order. A consent field's answer is a comma-separated
+ * list of the purpose ids the visitor ticked; anything not on the field's
+ * configured list is dropped silently — the embed offers only what the field
+ * declares, so an unlisted id has to be an unusual client.
+ *
+ * The statement is the field's `statement` when set, else the field's label —
+ * the sentence shown above the checkboxes.
+ */
+export function readConsentGrants(fields, answers) {
+    const grants = [];
+    for (const field of fields) {
+        if (field.consentPurposeIds.length === 0)
+            continue;
+        const statement = field.statement ?? field.label;
+        // A `notice` field grants every configured purpose implicitly: the
+        // visitor's act of submitting the form is the consent, per the notice
+        // text they read. No answer to parse.
+        if (field.type === 'notice') {
+            for (const purposeId of field.consentPurposeIds) {
+                grants.push({
+                    fieldId: field.id,
+                    purposeId,
+                    statement,
+                    customLabel: '',
+                });
+            }
+            continue;
+        }
+        if (field.type !== 'consent')
+            continue;
+        const ticked = parseConsentAnswer(answers[field.id]);
+        if (ticked.length === 0)
+            continue;
+        const allowed = new Set(field.consentPurposeIds);
+        for (const purposeId of ticked) {
+            if (!allowed.has(purposeId))
+                continue;
+            grants.push({
+                fieldId: field.id,
+                purposeId,
+                statement,
+                customLabel: field.consentPurposeLabels[purposeId] ?? '',
+            });
+        }
+    }
+    return grants;
+}
+/** Splits a consent field's answer into the ticked purpose ids. */
+export function parseConsentAnswer(raw) {
+    if (raw === undefined)
+        return [];
+    const parts = raw
+        .split(',')
+        .map((part) => part.trim())
+        .filter((part) => part.length > 0);
+    return Array.from(new Set(parts));
+}
 /**
  * Everything wrong with an answer map, as `api.md` field details.
  *
@@ -39,6 +112,26 @@ export function findAnswerProblems(fields, answers) {
         }
     }
     for (const field of fields) {
+        // A consent field's answer is a comma-separated list of ticked purpose
+        // ids. Required means at least one must be ticked; unrequired means the
+        // list may be empty. Ids not on the field's own list are silently
+        // ignored on submit — the embed offers only what the field configures.
+        if (field.type === 'consent') {
+            const ticked = parseConsentAnswer(answers[field.id]);
+            if (field.required && ticked.length === 0) {
+                problems.push({
+                    field: `answers.${field.id}`,
+                    message: `${field.label} needs at least one choice`,
+                });
+            }
+            continue;
+        }
+        // A notice field carries no answer — its consent is implicit in the
+        // submission. `required` is meaningless on it. An answer sent for it is
+        // silently ignored; the mapper never reads it either.
+        if (field.type === 'notice') {
+            continue;
+        }
         const value = answers[field.id]?.trim() ?? '';
         if (value.length === 0) {
             if (field.required) {
@@ -86,13 +179,28 @@ export function readIntent(mapped) {
     if (email === null || !email.includes('@')) {
         return undefined;
     }
+    const firstName = mapped['person.first_name'];
+    const lastName = mapped['person.last_name'];
+    // A form that asks for a first and last name rather than one name box is the
+    // common arrangement, so the pair composes the display name. The address's
+    // local part stays the last resort it always was, for a form that asks for
+    // neither.
+    const composed = composeName({ firstName, lastName });
     return {
         email,
-        personName: mapped['person.name'] ?? email.split('@')[0] ?? email,
+        personName: mapped['person.name'] ??
+            (composed.length > 0 ? composed : undefined) ??
+            email.split('@')[0] ??
+            email,
+        personFirstName: firstName,
+        personLastName: lastName,
         companyName: mapped['company.name'],
         companyDomain: resolveDomain(mapped),
         positionTitle: mapped['position.title'],
         dealName: mapped['deal.name'],
+        opportunityName: mapped['opportunity.name'],
+        partnershipName: mapped['partnership.name'],
+        enquiryName: mapped['enquiry.name'],
     };
 }
 /**
@@ -116,17 +224,43 @@ export function companyNameFrom(intent) {
     return intent.companyName ?? intent.companyDomain;
 }
 /**
- * Expands `{{company.name}}` and `{{person.name}}` in a deal name template.
+ * Expands `{{company.name}}` and `{{person.name}}` in a create-trigger name
+ * template. Shared by the deal, opportunity, and partnership triggers.
  *
  * The fallbacks are the mockup's: a template is written once by an admin and
  * then run against whatever arrives, so a submission with no company name must
- * still produce a deal with a name somebody can read on a board.
+ * still produce a record with a name somebody can read on a board.
  */
-export function expandDealNameTemplate(template, values) {
+export function expandNameTemplate(template, values) {
     return template
         .replaceAll('{{company.name}}', values.companyName.length > 0 ? values.companyName : 'Website lead')
         .replaceAll('{{person.name}}', values.personName.length > 0 ? values.personName : 'Lead');
 }
+/**
+ * The union merge for a form's tag actions. The stored order is preserved and
+ * new tags land at the end, so the timeline reads oldest-first. Never removes
+ * a tag a human set: `forms.md` §Tags is explicit on that.
+ *
+ * @returns The merged list, and `changed` = true when at least one new tag
+ *   landed. The caller uses `changed` to decide whether to emit an update
+ *   event, since a no-op merge should not publish `*.updated`.
+ */
+export function mergeTags(stored, inbound) {
+    const known = new Set(stored);
+    const additions = [];
+    for (const tag of inbound) {
+        const trimmed = tag.trim();
+        if (trimmed.length === 0 || known.has(trimmed)) {
+            continue;
+        }
+        known.add(trimmed);
+        additions.push(trimmed);
+    }
+    if (additions.length === 0) {
+        return { next: stored, changed: false };
+    }
+    return { next: [...stored, ...additions], changed: true };
+}
 /** How far ahead a deal created by a form is expected to close (`forms.md` rule 6). */
 export const DEAL_CLOSE_HORIZON_DAYS = 30;
 /** `YYYY-MM-DD`, `days` after `from`. Date-only, per `api.md`. */

package/dist/modules/forms/mapping.js.map

@@ -1 +1 @@
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package/dist/modules/forms/publicRoutes.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"publicRoutes.d.ts","sourceRoot":"","sources":["../../../src/modules/forms/publicRoutes.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,IAAI,EAAE,MAAM,MAAM,CAAA;AAGhC,OAAO,KAAK,EAAE,QAAQ,EAAE,MAAM,uBAAuB,CAAA;AAIrD,OAAO,KAAK,EAAE,mBAAmB,EAAE,MAAM,+BAA+B,CAAA;AAOxE,OAAO,KAAK,EAAE,iBAAiB,EAAiB,MAAM,iBAAiB,CAAA;AAiBvE,MAAM,WAAW,4BAA4B;IAC3C,QAAQ,CAAC,EAAE,EAAE,QAAQ,CAAA;IACrB,uEAAuE;IACvE,QAAQ,CAAC,aAAa,CAAC,EAAE,MAAM,MAAM,CAAA;IACrC,QAAQ,CAAC,WAAW,EAAE,iBAAiB,CAAA;IACvC,oFAAoF;IACpF,QAAQ,CAAC,YAAY,EAAE,mBAAmB,CAAA;CAC3C;AAsCD,wBAAgB,qBAAqB,CACnC,MAAM,EAAE,IAAI,EACZ,YAAY,EAAE,4BAA4B,GACzC,IAAI,CAgEN"}

package/dist/modules/forms/publicRoutes.js

@@ -3,6 +3,8 @@ import { AppError } from '../../lib/errors.js';
 import { PUBLIC_ROUTE_PREFIX, readJsonBody, requestOrigin } from '../../lib/http.js';
 import { requireCapability } from '../../runtime/entitlements.js';
 import { moduleCapabilityName } from '../../runtime/moduleConfig.js';
+import * as consentPurposesRepository from '../consent-purposes/repository.js';
+import { findWorkspace } from '../workspace/repository.js';
 import { embedContentSecurityPolicy, renderEmbedPage } from './embed.js';
 import * as repository from './repository.js';
 /**
@@ -18,6 +20,20 @@ import * as repository from './repository.js';
 const submitBody = z.strictObject({
     answers: z.record(z.string().min(1), z.string()),
 });
+/**
+ * The purpose labels every consent field on this form points at, keyed by id.
+ * Renders the embed with the display label beside each checkbox rather than
+ * an opaque id. A purpose that has since been removed drops out of the map;
+ * `renderField` falls back to the id when it does, so a stale field stays
+ * visible but obviously off.
+ */
+async function loadConsentPurposeLabels(db, workspaceId, fields) {
+    const ids = Array.from(new Set(fields.flatMap((field) => (field.type === 'consent' ? field.consentPurposeIds : []))));
+    if (ids.length === 0)
+        return new Map();
+    const rows = await consentPurposesRepository.listPurposesByIds(db, workspaceId, ids);
+    return new Map(rows.map((row) => [row.id, row.label]));
+}
 function submitResponse(outcome) {
     // The upserted record ids stay off this response on purpose. The caller is an
     // unauthenticated website, and a Kelpie id is a ULID whose timestamp would tell
@@ -56,12 +72,24 @@ export function mountPublicFormRoutes(router, dependencies) {
         // Ungated by the runtime, like the submit route: a workspace with the forms
         // module off does not serve its embed either.
         await requireCapability(dependencies.entitlements, form.workspaceId, moduleCapabilityName('forms'));
+        const workspace = await findWorkspace(dependencies.db, form.workspaceId);
+        if (workspace === undefined) {
+            throw AppError.notFound('Form not found');
+        }
+        // `view=page` is the standalone hosted URL (brand chrome). The default —
+        // and what iframe snippets load — is the bare embed: fields only.
+        const layout = context.req.query('view') === 'page' ? 'page' : 'embed';
         const nonce = generateNonce();
+        const fields = await repository.listFields(dependencies.db, form.id);
+        const consentPurposeLabels = await loadConsentPurposeLabels(dependencies.db, form.workspaceId, fields);
         const page = renderEmbedPage({
             form,
-            fields: await repository.listFields(dependencies.db, form.id),
+            fields,
+            consentPurposeLabels,
             submitUrl: `${requestOrigin(context)}${PUBLIC_ROUTE_PREFIX}/forms/${publicKey}/submit`,
             nonce,
+            workspaceName: workspace.name,
+            layout,
         });
         context.header('Content-Security-Policy', embedContentSecurityPolicy(nonce));
         // The page is per-form and changes whenever the form is edited. A short

package/dist/modules/forms/publicRoutes.js.map

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