@kelpie/ui 0.8.0 → 0.9.0

package/dist/pages/forms/fieldList.js

@@ -1,5 +1,5 @@
-import { FORM_FIELD_MAP_TARGETS, FORM_FIELD_TYPES, PERSON_EMAIL_TARGET, } from '@kelpie/schemas';
-import { NEW_SELECT_OPTIONS } from './template.js';
+import { FORM_FIELD_MAP_TARGETS, FORM_FIELD_TYPES, PERSON_CONSENT_TARGET, PERSON_EMAIL_TARGET, } from '@kelpie/schemas';
+import { CRM_FIELD_PRESETS, NEW_SELECT_OPTIONS } from './template.js';
 export const FIELD_TYPE_OPTIONS = FORM_FIELD_TYPES.map((type) => ({ value: type, label: type }));
 export const MAP_TARGET_OPTIONS = FORM_FIELD_MAP_TARGETS.map((target) => ({
     value: target,
@@ -15,6 +15,9 @@ export function toEditableFields(form) {
         mapTo: field.mapTo,
         options: field.options.map((option) => ({ ...option })),
         placeholder: field.placeholder,
+        statement: field.statement,
+        consentPurposeIds: [...field.consentPurposeIds],
+        consentPurposeLabels: { ...field.consentPurposeLabels },
     }));
 }
 /** Strips the local ids back off. Ids are assigned server-side on every write. */
@@ -48,14 +51,29 @@ export function editField(fields, id, change) {
     return fields.map((field) => {
         if (field.id !== id) {
             // Only one field may carry a CRM target, so taking one releases it
-            // wherever it was. `submission` is the target that may repeat.
+            // wherever it was. `submission` and `person.consent` are the targets
+            // that may repeat — consent's uniqueness is per purpose, not per
+            // target, and is enforced when the purpose is picked.
             return change.mapTo !== undefined &&
                 change.mapTo !== 'submission' &&
+                change.mapTo !== PERSON_CONSENT_TARGET &&
                 field.mapTo === change.mapTo
                 ? { ...field, mapTo: 'submission' }
                 : field;
         }
         const next = { ...field, ...change };
+        // A consent or notice field must map to person.consent; anything else
+        // clears any lingering purpose list.
+        const isConsentLike = next.type === 'consent' || next.type === 'notice';
+        if (isConsentLike && next.mapTo !== PERSON_CONSENT_TARGET) {
+            return { ...withoutOptions(next), mapTo: PERSON_CONSENT_TARGET };
+        }
+        if (next.mapTo === PERSON_CONSENT_TARGET && !isConsentLike) {
+            return { ...withoutOptions(next), type: 'consent' };
+        }
+        if (!isConsentLike && (next.consentPurposeIds ?? []).length > 0) {
+            return withoutOptions({ ...next, consentPurposeIds: [] });
+        }
         if (next.type !== 'select') {
             return withoutOptions(next);
         }
@@ -92,6 +110,7 @@ export function findProblems(fields, createsDeal) {
     const list = [];
     const byField = new Map();
     const seen = new Set();
+    const usedConsentPurposes = new Set();
     if (!fields.some((field) => field.mapTo === PERSON_EMAIL_TARGET)) {
         list.push(`One field must map to ${PERSON_EMAIL_TARGET}, or no submission can be processed.`);
     }
@@ -99,7 +118,34 @@ export function findProblems(fields, createsDeal) {
         list.push('A form that creates deals needs a company field for the deal to belong to.');
     }
     for (const field of fields) {
-        if (field.mapTo !== 'submission') {
+        if (field.mapTo === PERSON_CONSENT_TARGET) {
+            const purposes = field.consentPurposeIds ?? [];
+            if (field.type === 'notice' && (field.statement ?? '').trim().length === 0) {
+                byField.set(field.id, 'A notice field needs a statement.');
+            }
+            if (purposes.length === 0) {
+                byField.set(field.id, field.type === 'notice'
+                    ? 'Pick at least one purpose this notice grants implicitly.'
+                    : 'Pick at least one consent purpose this field offers.');
+            }
+            else {
+                const localSeen = new Set();
+                for (const purposeId of purposes) {
+                    if (localSeen.has(purposeId)) {
+                        byField.set(field.id, 'This field lists a purpose twice.');
+                        break;
+                    }
+                    localSeen.add(purposeId);
+                    if (usedConsentPurposes.has(purposeId)) {
+                        byField.set(field.id, 'Another consent field already offers this purpose.');
+                    }
+                    else {
+                        usedConsentPurposes.add(purposeId);
+                    }
+                }
+            }
+        }
+        else if (field.mapTo !== 'submission') {
             if (seen.has(field.mapTo)) {
                 byField.set(field.id, `Another field already maps to ${field.mapTo}.`);
             }
@@ -119,8 +165,22 @@ export function findProblems(fields, createsDeal) {
 export function isUsable(problems) {
     return problems.list.length === 0 && problems.byField.size === 0;
 }
-/** The types a mapping can sensibly render as. Choosing `person.email` implies an email input. */
+/** The types a mapping can sensibly render as. */
 export function typeForTarget(target, current) {
-    return target === PERSON_EMAIL_TARGET ? 'email' : current;
+    if (target === PERSON_EMAIL_TARGET)
+        return 'email';
+    if (target === PERSON_CONSENT_TARGET) {
+        return current === 'notice' ? 'notice' : 'consent';
+    }
+    return current === 'consent' || current === 'notice' ? 'text' : current;
+}
+/**
+ * The CRM presets whose mapping no current field carries: what "Add field" may
+ * still offer. A CRM target may appear once, so a preset leaves the menu the
+ * moment a field takes its target and returns when that field releases it.
+ */
+export function unusedCrmPresets(fields) {
+    const used = new Set(fields.map((field) => field.mapTo));
+    return CRM_FIELD_PRESETS.filter((preset) => !used.has(preset.mapTo));
 }
 //# sourceMappingURL=fieldList.js.map

package/dist/pages/forms/fieldList.js.map

@@ -1 +1 @@
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package/dist/pages/forms/template.d.ts

@@ -15,4 +15,21 @@ export declare const NEW_SELECT_OPTIONS: {
     value: string;
     valueType: 'string';
 }[];
+/**
+ * One ready-made field per CRM mapping target, in the target enum's order.
+ *
+ * "Add field" offers these so adding the company field is one click, not
+ * add-then-configure. Only one field may carry a CRM target, so the menu shows
+ * each preset only while its target is free — `unusedCrmPresets` in
+ * `fieldList.ts` does that filtering.
+ */
+export declare const CRM_FIELD_PRESETS: readonly FormFieldInput[];
+/** A submission-only entry in the "Add field" menu: shown by control, not by mapping. */
+export interface SubmissionFieldPreset {
+    /** What the menu shows. The field itself starts with its own label. */
+    readonly menuLabel: string;
+    readonly field: FormFieldInput;
+}
+/** The submission-only fields "Add field" always offers; they may repeat freely. */
+export declare const SUBMISSION_FIELD_PRESETS: readonly SubmissionFieldPreset[];
 //# sourceMappingURL=template.d.ts.map

package/dist/pages/forms/template.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"template.d.ts","sourceRoot":"","sources":["../../../src/pages/forms/template.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,iBAAiB,CAAA;AAErD;;;;;;GAMG;AACH,eAAO,MAAM,mBAAmB,EAAE,SAAS,cAAc,EAYxD,CAAA;AAED,kGAAkG;AAClG,eAAO,MAAM,SAAS,EAAE,cAMvB,CAAA;AAED,+EAA+E;AAC/E,eAAO,MAAM,kBAAkB;;;eACoB,QAAQ;GAE1D,CAAA"}
+{"version":3,"file":"template.d.ts","sourceRoot":"","sources":["../../../src/pages/forms/template.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,iBAAiB,CAAA;AAErD;;;;;;GAMG;AACH,eAAO,MAAM,mBAAmB,EAAE,SAAS,cAAc,EAYxD,CAAA;AAED,kGAAkG;AAClG,eAAO,MAAM,SAAS,EAAE,cAMvB,CAAA;AAED,+EAA+E;AAC/E,eAAO,MAAM,kBAAkB;;;eACoB,QAAQ;GAE1D,CAAA;AAED;;;;;;;GAOG;AACH,eAAO,MAAM,iBAAiB,EAAE,SAAS,cAAc,EAuCtD,CAAA;AAED,yFAAyF;AACzF,MAAM,WAAW,qBAAqB;IACpC,uEAAuE;IACvE,QAAQ,CAAC,SAAS,EAAE,MAAM,CAAA;IAC1B,QAAQ,CAAC,KAAK,EAAE,cAAc,CAAA;CAC/B;AAED,oFAAoF;AACpF,eAAO,MAAM,wBAAwB,EAAE,SAAS,qBAAqB,EA4CpE,CAAA"}

package/dist/pages/forms/template.js

@@ -31,4 +31,97 @@ export const NEW_SELECT_OPTIONS = [
     { key: 'option_a', value: 'Option A', valueType: 'string' },
     { key: 'option_b', value: 'Option B', valueType: 'string' },
 ];
+/**
+ * One ready-made field per CRM mapping target, in the target enum's order.
+ *
+ * "Add field" offers these so adding the company field is one click, not
+ * add-then-configure. Only one field may carry a CRM target, so the menu shows
+ * each preset only while its target is free — `unusedCrmPresets` in
+ * `fieldList.ts` does that filtering.
+ */
+export const CRM_FIELD_PRESETS = [
+    { label: 'Name', type: 'text', required: false, mapTo: 'person.name', placeholder: 'Your name' },
+    // The other way to ask for a name. A form takes one box or this pair; the
+    // menu hides whichever is already mapped, so both are offered and neither
+    // ends up used twice.
+    {
+        label: 'First name',
+        type: 'text',
+        required: false,
+        mapTo: 'person.first_name',
+        placeholder: 'First name',
+    },
+    {
+        label: 'Last name',
+        type: 'text',
+        required: false,
+        mapTo: 'person.last_name',
+        placeholder: 'Last name',
+    },
+    {
+        label: 'Email',
+        type: 'email',
+        required: true,
+        mapTo: 'person.email',
+        placeholder: 'you@company.com',
+    },
+    { label: 'Company', type: 'text', required: false, mapTo: 'company.name', placeholder: 'Company name' },
+    {
+        label: 'Company website',
+        type: 'text',
+        required: false,
+        mapTo: 'company.domain',
+        placeholder: 'company.com',
+    },
+    { label: 'Job title', type: 'text', required: false, mapTo: 'position.title', placeholder: 'Your role' },
+    { label: 'Enquiry name', type: 'text', required: false, mapTo: 'enquiry.name', placeholder: null },
+    { label: 'Deal name', type: 'text', required: false, mapTo: 'deal.name', placeholder: null },
+    { label: 'Opportunity name', type: 'text', required: false, mapTo: 'opportunity.name', placeholder: null },
+    { label: 'Partnership name', type: 'text', required: false, mapTo: 'partnership.name', placeholder: null },
+];
+/** The submission-only fields "Add field" always offers; they may repeat freely. */
+export const SUBMISSION_FIELD_PRESETS = [
+    { menuLabel: 'Text', field: NEW_FIELD },
+    {
+        menuLabel: 'Text area',
+        field: { label: 'Message', type: 'textarea', required: false, mapTo: 'submission', placeholder: null },
+    },
+    {
+        menuLabel: 'Select',
+        field: {
+            label: 'New select',
+            type: 'select',
+            required: false,
+            mapTo: 'submission',
+            placeholder: null,
+            options: NEW_SELECT_OPTIONS,
+        },
+    },
+    {
+        menuLabel: 'Consent',
+        field: {
+            label: 'Consent',
+            type: 'consent',
+            required: false,
+            mapTo: 'person.consent',
+            placeholder: null,
+            statement: 'Please tell us how we can contact you.',
+            consentPurposeIds: [],
+            consentPurposeLabels: {},
+        },
+    },
+    {
+        menuLabel: 'Notice',
+        field: {
+            label: 'Privacy notice',
+            type: 'notice',
+            required: false,
+            mapTo: 'person.consent',
+            placeholder: null,
+            statement: 'By submitting this form you agree to us storing your information and using it to contact you about your enquiry.',
+            consentPurposeIds: [],
+            consentPurposeLabels: {},
+        },
+    },
+];
 //# sourceMappingURL=template.js.map

package/dist/pages/forms/template.js.map

@@ -1 +1 @@
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package/dist/pages/onboarding/WorkspaceStepPage.js

@@ -80,6 +80,6 @@ export function WorkspaceStepPage() {
     if (isSignedOut) {
         return _jsx(Navigate, { to: "/login", replace: true });
     }
-    return (_jsx(AuthLayout, { step: 1, title: "Create your workspace", description: "A workspace is your company brain \u2014 CRM records, handbook, and team.", footer: _jsx(Link, { to: "/login", className: "font-medium text-accent hover:underline", children: "Sign in as somebody else" }), children: _jsxs("form", { onSubmit: submit, className: "mt-5 space-y-3", children: [_jsx(TextField, { label: "Workspace name", value: name, onChange: changeName, placeholder: "Acme Labs", autoComplete: "organization", required: true }), _jsx(TextField, { label: "Slug", value: slug, onChange: changeSlug, hint: "Lowercase letters, digits, and hyphens. It appears in URLs.", mono: true, required: true }), _jsxs("p", { className: "text-[11px] text-ink-faint", children: ["Timezone: ", timezone, ". Change it later in Admin \u2192 Workspace."] }), _jsxs("label", { className: "flex items-start gap-2 text-[12px] text-ink", children: [_jsx("input", { type: "checkbox", checked: seedSample, onChange: (event) => setSeedSample(event.target.checked), className: "mt-0.5 h-4 w-4 rounded border-border text-accent focus:ring-accent" }), _jsx("span", { children: "Install sample data \u2014 a small set of companies, people, deals, opportunities, fundraising, partnerships, and hiring so the workspace has something to look at. You can delete it later." })] }), createWorkspace.error !== null && _jsx(ErrorPanel, { error: createWorkspace.error }), installSampleData.error !== null && _jsx(ErrorPanel, { error: installSampleData.error }), _jsx(SubmitButton, { label: "Continue", pendingLabel: installSampleData.isPending ? 'Installing sample data…' : 'Creating…', isPending: createWorkspace.isPending || installSampleData.isPending })] }) }));
+    return (_jsx(AuthLayout, { step: 1, title: "Create your workspace", description: "A workspace is your company brain \u2014 CRM records, handbook, and team.", footer: _jsx(Link, { to: "/login", className: "font-medium text-accent hover:underline", children: "Sign in as somebody else" }), children: _jsxs("form", { onSubmit: submit, className: "mt-5 space-y-3", children: [_jsx(TextField, { label: "Workspace name", value: name, onChange: changeName, placeholder: "Acme Labs", autoComplete: "organization", required: true }), _jsx(TextField, { label: "Slug", value: slug, onChange: changeSlug, hint: "Lowercase letters, digits, and hyphens. It appears in URLs.", mono: true, required: true }), _jsxs("p", { className: "text-[11px] text-ink-faint", children: ["Timezone: ", timezone, ". Change it later in Admin \u2192 Workspace."] }), _jsxs("label", { className: "flex items-start gap-2 text-[12px] text-ink", children: [_jsx("input", { type: "checkbox", checked: seedSample, onChange: (event) => setSeedSample(event.target.checked), className: "mt-0.5 h-4 w-4 rounded border-border text-accent focus:ring-accent" }), _jsx("span", { children: "Install sample data \u2014 a small set of companies, people, deals, enquiries, opportunities, fundraising, partnerships, and hiring so the workspace has something to look at. You can delete it later." })] }), createWorkspace.error !== null && _jsx(ErrorPanel, { error: createWorkspace.error }), installSampleData.error !== null && _jsx(ErrorPanel, { error: installSampleData.error }), _jsx(SubmitButton, { label: "Continue", pendingLabel: installSampleData.isPending ? 'Installing sample data…' : 'Creating…', isPending: createWorkspace.isPending || installSampleData.isPending })] }) }));
 }
 //# sourceMappingURL=WorkspaceStepPage.js.map

package/dist/pages/onboarding/WorkspaceStepPage.js.map

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+{"version":3,"file":"WorkspaceStepPage.js","sourceRoot":"","sources":["../../../src/pages/onboarding/WorkspaceStepPage.tsx"],"names":[],"mappings":";AAAA,OAAO,EAAE,QAAQ,EAAE,MAAM,OAAO,CAAA;AAEhC,OAAO,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,MAAM,cAAc,CAAA;AAE1D,OAAO,EAAE,oBAAoB,EAAE,MAAM,mCAAmC,CAAA;AACxE,OAAO,EAAE,kBAAkB,EAAE,UAAU,EAAE,MAAM,gCAAgC,CAAA;AAC/E,OAAO,EAAE,UAAU,EAAE,MAAM,gCAAiC,CAAA;AAC5D,OAAO,EAAE,YAAY,EAAE,SAAS,EAAE,MAAM,qBAAsB,CAAA;AAC9D,OAAO,EAAE,UAAU,EAAE,MAAM,uBAAwB,CAAA;AAEnD;;;;;;;;;;;;;;;GAeG;AAEH,yEAAyE;AACzE,SAAS,OAAO,CAAC,IAAY;IAC3B,OAAO,IAAI;SACR,WAAW,EAAE;SACb,OAAO,CAAC,cAAc,EAAE,GAAG,CAAC;SAC5B,OAAO,CAAC,WAAW,EAAE,EAAE,CAAC;SACxB,KAAK,CAAC,CAAC,EAAE,EAAE,CAAC,CAAA;AACjB,CAAC;AAED;;;;;;GAMG;AACH,SAAS,eAAe;IACtB,OAAO,IAAI,CAAC,cAAc,EAAE,CAAC,eAAe,EAAE,CAAC,QAAQ,CAAA;AACzD,CAAC;AAED,MAAM,UAAU,iBAAiB;IAC/B,MAAM,QAAQ,GAAG,WAAW,EAAE,CAAA;IAC9B,MAAM,EAAE,WAAW,EAAE,GAAG,UAAU,EAAE,CAAA;IACpC,MAAM,eAAe,GAAG,kBAAkB,EAAE,CAAA;IAC5C,MAAM,iBAAiB,GAAG,oBAAoB,EAAE,CAAA;IAChD,MAAM,CAAC,IAAI,EAAE,OAAO,CAAC,GAAG,QAAQ,CAAC,EAAE,CAAC,CAAA;IACpC,MAAM,CAAC,IAAI,EAAE,OAAO,CAAC,GAAG,QAAQ,CAAC,EAAE,CAAC,CAAA;IACpC,MAAM,CAAC,UAAU,EAAE,aAAa,CAAC,GAAG,QAAQ,CAAC,KAAK,CAAC,CAAA;IACnD,MAAM,CAAC,QAAQ,CAAC,GAAG,QAAQ,CAAC,eAAe,CAAC,CAAA;IAC5C,MAAM,CAAC,UAAU,EAAE,aAAa,CAAC,GAAG,QAAQ,CAAC,KAAK,CAAC,CAAA;IAEnD,SAAS,UAAU,CAAC,KAAa;QAC/B,OAAO,CAAC,KAAK,CAAC,CAAA;QAEd,IAAI,CAAC,UAAU,EAAE,CAAC;YAChB,OAAO,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC,CAAA;QACzB,CAAC;IACH,CAAC;IAED,SAAS,UAAU,CAAC,KAAa;QAC/B,aAAa,CAAC,IAAI,CAAC,CAAA;QACnB,OAAO,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC,CAAA;IACzB,CAAC;IAED,SAAS,MAAM,CAAC,KAAgB;QAC9B,KAAK,CAAC,cAAc,EAAE,CAAA;QAEtB,eAAe;aACZ,QAAQ,CAAC,EAAE,IAAI,EAAE,IAAI,CAAC,IAAI,EAAE,EAAE,IAAI,EAAE,IAAI,CAAC,IAAI,EAAE,EAAE,QAAQ,EAAE,CAAC;aAC5D,IAAI,CAAC,KAAK,EAAE,SAAS,EAAE,EAAE;YACxB,IAAI,UAAU,EAAE,CAAC;gBACf,oEAAoE;gBACpE,kEAAkE;gBAClE,iEAAiE;gBACjE,MAAM,iBAAiB;qBACpB,QAAQ,CAAC,EAAE,WAAW,EAAE,SAAS,CAAC,EAAE,EAAE,CAAC;qBACvC,KAAK,CAAC,GAAG,EAAE,CAAC,SAAS,CAAC,CAAA;YAC3B,CAAC;YAED,QAAQ,CAAC,qBAAqB,EAAE,EAAE,OAAO,EAAE,IAAI,EAAE,CAAC,CAAA;QACpD,CAAC,CAAC;aACD,KAAK,CAAC,GAAG,EAAE,CAAC,SAAS,CAAC,CAAA;IAC3B,CAAC;IAED,IAAI,WAAW,EAAE,CAAC;QAChB,OAAO,KAAC,QAAQ,IAAC,EAAE,EAAC,QAAQ,EAAC,OAAO,SAAG,CAAA;IACzC,CAAC;IAED,OAAO,CACL,KAAC,UAAU,IACT,IAAI,EAAE,CAAC,EACP,KAAK,EAAC,uBAAuB,EAC7B,WAAW,EAAC,2EAAsE,EAClF,MAAM,EACJ,KAAC,IAAI,IAAC,EAAE,EAAC,QAAQ,EAAC,SAAS,EAAC,yCAAyC,yCAE9D,YAGT,gBAAM,QAAQ,EAAE,MAAM,EAAE,SAAS,EAAC,gBAAgB,aAChD,KAAC,SAAS,IACR,KAAK,EAAC,gBAAgB,EACtB,KAAK,EAAE,IAAI,EACX,QAAQ,EAAE,UAAU,EACpB,WAAW,EAAC,WAAW,EACvB,YAAY,EAAC,cAAc,EAC3B,QAAQ,SACR,EACF,KAAC,SAAS,IACR,KAAK,EAAC,MAAM,EACZ,KAAK,EAAE,IAAI,EACX,QAAQ,EAAE,UAAU,EACpB,IAAI,EAAC,6DAA6D,EAClE,IAAI,QACJ,QAAQ,SACR,EACF,aAAG,SAAS,EAAC,4BAA4B,2BAC5B,QAAQ,oDACjB,EACJ,iBAAO,SAAS,EAAC,6CAA6C,aAC5D,gBACE,IAAI,EAAC,UAAU,EACf,OAAO,EAAE,UAAU,EACnB,QAAQ,EAAE,CAAC,KAAK,EAAE,EAAE,CAAC,aAAa,CAAC,KAAK,CAAC,MAAM,CAAC,OAAO,CAAC,EACxD,SAAS,EAAC,oEAAoE,GAC9E,EACF,qOAIO,IACD,EACP,eAAe,CAAC,KAAK,KAAK,IAAI,IAAI,KAAC,UAAU,IAAC,KAAK,EAAE,eAAe,CAAC,KAAK,GAAI,EAC9E,iBAAiB,CAAC,KAAK,KAAK,IAAI,IAAI,KAAC,UAAU,IAAC,KAAK,EAAE,iBAAiB,CAAC,KAAK,GAAI,EACnF,KAAC,YAAY,IACX,KAAK,EAAC,UAAU,EAChB,YAAY,EAAE,iBAAiB,CAAC,SAAS,CAAC,CAAC,CAAC,yBAAyB,CAAC,CAAC,CAAC,WAAW,EACnF,SAAS,EAAE,eAAe,CAAC,SAAS,IAAI,iBAAiB,CAAC,SAAS,GACnE,IACG,GACI,CACd,CAAA;AACH,CAAC"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@kelpie/ui",
-  "version": "0.8.0",
+  "version": "0.9.0",
   "description": "React UI for Kelpie: components, pages, API client, and the extension registry an assembly composes modules through.",
   "keywords": [
     "kelpie",
@@ -48,7 +48,7 @@
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/sortable": "^10.0.0",
     "@dnd-kit/utilities": "^3.2.2",
-    "@kelpie/schemas": "^0.8.0",
+    "@kelpie/schemas": "^0.9.0",
     "@tanstack/react-query": "^5.101.4",
     "react-markdown": "^10.1.0",
     "react-router": "^8.3.0",

package/src/api/resource.ts

@@ -367,7 +367,12 @@ export function createReadOnlyResourceHooks<TRecord>(
 export function createResourceHooks<
   TRecord extends { readonly id: string },
   TCreateInput,
-  TUpdateInput extends Partial<TRecord>,
+  // The constraint is deliberately looser than `Partial<TRecord>`. A merge-patch
+  // field (a record whose value type includes `null` to clear a key) does not
+  // fit `Partial<TRecord>` when the record's own value type is non-null, and
+  // that shape reaches the record for real (custom-fields, and any later
+  // module that carries one). `mergeDefined` needs no more than an object here.
+  TUpdateInput extends object,
 >(
   definition: ResourceDefinition<TRecord, TCreateInput, TUpdateInput>,
 ): ResourceHooks<TRecord, TCreateInput, TUpdateInput> {

package/src/api/resources/consentPurposes.ts

@@ -0,0 +1,83 @@
+import {
+  consentPurposeBody,
+  consentPurposeSchema,
+  createConsentPurposeBody,
+} from '@kelpie/schemas'
+import type {
+  ConsentPurpose,
+  ConsentPurposeInput,
+  CreateConsentPurposeInput,
+} from '@kelpie/schemas'
+
+import type { QueryParameters } from '../client.ts'
+import { createResourceHooks } from '../resource.ts'
+import type {
+  ListOptions,
+  MutationResult,
+  RecordListResult,
+  RecordResult,
+  UpdateArguments,
+} from '../resource.ts'
+
+/**
+ * `/v1/consent_purposes`. Workspace-defined consent purposes.
+ *
+ * Every capture site — form consent fields, lists, imports, the manual
+ * override on a Person — names one of these. Reads are open to any member;
+ * writes need the admin role, enforced server-side.
+ */
+
+const consentPurposes = createResourceHooks<
+  ConsentPurpose,
+  CreateConsentPurposeInput,
+  ConsentPurposeInput
+>({
+  name: 'consent_purposes',
+  path: '/consent_purposes',
+  decode: consentPurposeSchema.parse,
+  createBody: createConsentPurposeBody,
+  updateBody: consentPurposeBody,
+})
+
+export interface ConsentPurposeFilters {
+  readonly term?: string | undefined
+  readonly limit?: number | undefined
+  readonly sort?: string | undefined
+}
+
+function consentPurposeQuery(filters: ConsentPurposeFilters): QueryParameters {
+  return {
+    q: filters.term,
+    limit: filters.limit,
+    sort: filters.sort,
+  }
+}
+
+export function useConsentPurposes(
+  filters: ConsentPurposeFilters = {},
+  options: ListOptions = {},
+): RecordListResult<ConsentPurpose> {
+  return consentPurposes.useList(consentPurposeQuery(filters), options)
+}
+
+export function useConsentPurpose(id: string | undefined): RecordResult<ConsentPurpose> {
+  return consentPurposes.useRecord(id)
+}
+
+export function useCreateConsentPurpose(): MutationResult<
+  CreateConsentPurposeInput,
+  ConsentPurpose
+> {
+  return consentPurposes.useCreate()
+}
+
+export function useUpdateConsentPurpose(): MutationResult<
+  UpdateArguments<ConsentPurposeInput>,
+  ConsentPurpose
+> {
+  return consentPurposes.useUpdate()
+}
+
+export function useDeleteConsentPurpose(): MutationResult<string, void> {
+  return consentPurposes.useRemove()
+}

package/src/api/resources/customFields.ts

@@ -0,0 +1,88 @@
+import {
+  createCustomFieldDefinitionBody,
+  customFieldDefinitionBody,
+  customFieldDefinitionSchema,
+} from '@kelpie/schemas'
+import type {
+  CreateCustomFieldDefinitionInput,
+  CustomFieldDefinition,
+  CustomFieldDefinitionInput,
+  CustomFieldObjectType,
+} from '@kelpie/schemas'
+
+import type { QueryParameters } from '../client.ts'
+import { createResourceHooks } from '../resource.ts'
+import type {
+  ListOptions,
+  MutationResult,
+  RecordListResult,
+  RecordResult,
+  UpdateArguments,
+} from '../resource.ts'
+
+/**
+ * `/v1/custom_fields`. Workspace-defined field definitions.
+ *
+ * A record's `custom_fields` values live on that record's own resource — this
+ * hook family manages only the definitions. `alsoInvalidates` wakes every
+ * pipeline record list because a new definition changes what shows up on their
+ * detail pages.
+ */
+
+const customFields = createResourceHooks<
+  CustomFieldDefinition,
+  CreateCustomFieldDefinitionInput,
+  CustomFieldDefinitionInput
+>({
+  name: 'custom_fields',
+  path: '/custom_fields',
+  decode: customFieldDefinitionSchema.parse,
+  createBody: createCustomFieldDefinitionBody,
+  updateBody: customFieldDefinitionBody,
+})
+
+/** The documented filters on `GET /v1/custom_fields`. */
+export interface CustomFieldFilters {
+  readonly term?: string | undefined
+  readonly objectType?: CustomFieldObjectType | undefined
+  readonly limit?: number | undefined
+  readonly sort?: string | undefined
+}
+
+function customFieldQuery(filters: CustomFieldFilters): QueryParameters {
+  return {
+    q: filters.term,
+    object_type: filters.objectType,
+    limit: filters.limit,
+    sort: filters.sort,
+  }
+}
+
+export function useCustomFields(
+  filters: CustomFieldFilters = {},
+  options: ListOptions = {},
+): RecordListResult<CustomFieldDefinition> {
+  return customFields.useList(customFieldQuery(filters), options)
+}
+
+export function useCustomField(id: string | undefined): RecordResult<CustomFieldDefinition> {
+  return customFields.useRecord(id)
+}
+
+export function useCreateCustomField(): MutationResult<
+  CreateCustomFieldDefinitionInput,
+  CustomFieldDefinition
+> {
+  return customFields.useCreate()
+}
+
+export function useUpdateCustomField(): MutationResult<
+  UpdateArguments<CustomFieldDefinitionInput>,
+  CustomFieldDefinition
+> {
+  return customFields.useUpdate()
+}
+
+export function useDeleteCustomField(): MutationResult<string, void> {
+  return customFields.useRemove()
+}

package/src/api/resources/enquiries.ts

@@ -0,0 +1,118 @@
+import { dealSchema, enquiryBody, enquirySchema } from '@kelpie/schemas'
+import type { Deal, Enquiry, EnquiryInput } from '@kelpie/schemas'
+import { useMutation, useQueryClient } from '@tanstack/react-query'
+
+import type { QueryParameters } from '../client.ts'
+import { useApiClient } from '../context.ts'
+import { toError } from '../errors.ts'
+import { createResourceHooks } from '../resource.ts'
+import type {
+  ListOptions,
+  MutationResult,
+  RecordListResult,
+  RecordResult,
+  UpdateArguments,
+} from '../resource.ts'
+
+/**
+ * `/v1/enquiries`. Top-of-funnel: what a website form or an email drops onto
+ * the pipeline before it becomes a deal. Create needs only a name; the API
+ * lands the enquiry in the pipeline's first open stage and hands it to the
+ * caller as owner.
+ */
+
+export interface CreateEnquiryInput extends EnquiryInput {
+  readonly name: string
+}
+
+const enquiries = createResourceHooks<Enquiry, CreateEnquiryInput, EnquiryInput>({
+  name: 'enquiries',
+  path: '/enquiries',
+  decode: enquirySchema.parse,
+  createBody: enquiryBody,
+  updateBody: enquiryBody,
+  // Every write here emits an activity server-side, in the same transaction,
+  // so a timeline rendered on this record is stale the moment the write lands.
+  alsoInvalidates: ['activities'],
+})
+
+/** The documented filters on `GET /v1/enquiries`. */
+export interface EnquiryFilters {
+  /** Matches the enquiry's name, source, summary, tags, and its company's name. */
+  readonly term?: string | undefined
+  /** Exact sources ("Website", "Email", …). Repeats on the wire. */
+  readonly sources?: readonly string[] | undefined
+  /** Enquiries at any of these companies. Repeats on the wire. */
+  readonly companyIds?: readonly string[] | undefined
+  /** Enquiries sitting in any of these stages. Repeats on the wire. */
+  readonly stageIds?: readonly string[] | undefined
+  /** Enquiries any of these people are on. Repeats on the wire. */
+  readonly personIds?: readonly string[] | undefined
+  readonly limit?: number | undefined
+  /** `field` ascending, `-field` descending. Only `name`, `created_at`, `updated_at` are sortable. */
+  readonly sort?: string | undefined
+}
+
+function enquiryQuery(filters: EnquiryFilters): QueryParameters {
+  return {
+    q: filters.term,
+    source: filters.sources,
+    company_id: filters.companyIds,
+    stage_id: filters.stageIds,
+    person_id: filters.personIds,
+    limit: filters.limit,
+    sort: filters.sort,
+  }
+}
+
+export function useEnquiries(
+  filters: EnquiryFilters = {},
+  options: ListOptions = {},
+): RecordListResult<Enquiry> {
+  return enquiries.useList(enquiryQuery(filters), options)
+}
+
+export function useEnquiry(id: string | undefined): RecordResult<Enquiry> {
+  return enquiries.useRecord(id)
+}
+
+export function useCreateEnquiry(): MutationResult<CreateEnquiryInput, Enquiry> {
+  return enquiries.useCreate()
+}
+
+export function useUpdateEnquiry(): MutationResult<UpdateArguments<EnquiryInput>, Enquiry> {
+  return enquiries.useUpdate()
+}
+
+export function useDeleteEnquiry(): MutationResult<string, void> {
+  return enquiries.useRemove()
+}
+
+/**
+ * `POST /v1/enquiries/:id/convert`. Returns the freshly created deal, so the
+ * caller can navigate straight to it. 409 if the enquiry has already been
+ * converted; 422 if it has no linked company yet.
+ */
+export function useConvertEnquiry(): MutationResult<string, Deal> {
+  const client = useApiClient()
+  const queryClient = useQueryClient()
+  const mutation = useMutation({
+    mutationFn: (id: string) =>
+      client.post(`/enquiries/${id}/convert`, {}, dealSchema.parse),
+    onSuccess: () => {
+      // The enquiry, deals list, activities on both sides are all stale.
+      void queryClient.invalidateQueries({ queryKey: ['enquiries'] })
+      void queryClient.invalidateQueries({ queryKey: ['deals'] })
+      void queryClient.invalidateQueries({ queryKey: ['activities'] })
+    },
+  })
+
+  return {
+    run: (input) => {
+      mutation.mutate(input)
+    },
+    runAsync: (input) => mutation.mutateAsync(input),
+    isPending: mutation.isPending,
+    error: toError(mutation.error),
+  }
+}