@ketvietlab/ketsuite 0.1.22 → 0.1.24

package/dist/modules/crm/functions/configuration.js

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+import { defineFn, deleteFrom, eq } from '@ketvietlab/ketjs';
+import { invalid, issue, n, normalized, stageKinds } from '../operations.js';
+import { ASSIGNMENT_MODES, CASE_KINDS, SCORE_RULE_OPERATORS, TERMINAL_STATES } from '../types.js';
+import { command, optionRows, saveConfiguration } from './shared.js';
+export const configurationFunctions = {
+    /**
+     * The lists the relational pickers page through.
+     *
+     * Each one takes the `search` and `limit` the picker sends on every keystroke
+     * and returns a plain array, which is the shape `backend:relation.select`
+     * reads. They exist so a user filling in a case never has to leave the form to
+     * find a team, a stage or a tag.
+     */
+    'team.list': defineFn({
+        input: { search: 'text?', limit: 'int?', includeArchived: 'bool?' },
+        output: { id: 'id', code: 'text', name: 'text', assignmentMode: 'text', active: 'bool' },
+        effects: ['read:crm.Team'],
+        agent: true,
+        handler: (ctx, args) => optionRows(ctx, 'crm.Team', args),
+    }),
+    'stage.list': defineFn({
+        input: { search: 'text?', limit: 'int?', kind: 'text?', includeArchived: 'bool?' },
+        output: {
+            id: 'id',
+            code: 'text',
+            name: 'text',
+            sequence: 'int',
+            terminalState: 'text',
+            allowedKinds: 'json',
+            active: 'bool',
+        },
+        effects: ['read:crm.Stage'],
+        agent: true,
+        handler: async (ctx, args) => {
+            const rows = await optionRows(ctx, 'crm.Stage', args, (a, b) => n(a.sequence) - n(b.sequence));
+            return args.kind ? rows.filter((row) => stageKinds(row).includes(String(args.kind))) : rows;
+        },
+    }),
+    'tag.list': defineFn({
+        input: { search: 'text?', limit: 'int?', includeArchived: 'bool?' },
+        output: { id: 'id', name: 'text', color: 'text?', active: 'bool' },
+        effects: ['read:crm.Tag'],
+        agent: true,
+        handler: (ctx, args) => optionRows(ctx, 'crm.Tag', args),
+    }),
+    /**
+     * Tags were reachable from the data model and from `case.save`, but nothing
+     * could create one — so the field could never hold a value. This is the
+     * missing half, shaped for the picker's inline editor: an id and a name, no
+     * idempotency key, because the picker mints the id itself.
+     */
+    'tag.save': defineFn({
+        input: { id: 'id', name: 'text', color: 'text?', active: 'bool?' },
+        output: { ok: 'bool', id: 'id?', errors: 'json?' },
+        effects: ['read:crm.Tag', 'write:crm.Tag'],
+        idempotent: true,
+        agent: true,
+        handler: async (ctx, args) => {
+            const name = String(args.name ?? '').trim();
+            if (!name)
+                return invalid(issue('name', 'crm.error.required'));
+            const existing = (await ctx.db.select('crm.Tag', { id: args.id }))[0];
+            const clash = (await ctx.db.select('crm.Tag', { name })).find((row) => row.id !== args.id);
+            if (clash)
+                return invalid(issue('name', 'crm.error.duplicateName'));
+            const values = {
+                name,
+                color: args.color ? String(args.color) : (existing?.color ?? null),
+                active: args.active ?? existing?.active ?? true,
+            };
+            if (existing)
+                await ctx.db.update('crm.Tag', { id: args.id }, values);
+            else
+                await ctx.db.insert('crm.Tag', { id: args.id, ...values });
+            return { ok: true, id: args.id };
+        },
+    }),
+    'tag.archive': defineFn({
+        input: { id: 'id' },
+        output: { ok: 'bool', id: 'id?', errors: 'json?' },
+        effects: ['read:crm.Tag', 'write:crm.Tag', 'read:crm.CaseTag', 'write:crm.CaseTag'],
+        idempotent: true,
+        agent: true,
+        handler: async (ctx, args) => {
+            const existing = (await ctx.db.select('crm.Tag', { id: args.id }))[0];
+            if (!existing)
+                return invalid(issue('id', 'crm.error.notFound'));
+            await ctx.db.update('crm.Tag', { id: args.id }, { active: false });
+            const CT = ctx.table('crm.CaseTag');
+            await ctx.db.del(deleteFrom(CT).where(eq(CT.tagId, args.id)));
+            return { ok: true, id: args.id };
+        },
+    }),
+    'team.member.list': defineFn({
+        input: { teamId: 'id?', search: 'text?', limit: 'int?' },
+        output: {
+            id: 'id',
+            teamId: 'id',
+            userId: 'id',
+            userName: 'text?',
+            capacity: 'int',
+            sequence: 'int',
+            assignedCount: 'int',
+            active: 'bool',
+        },
+        effects: ['read:crm.TeamMember', 'read:user.User'],
+        agent: true,
+        handler: async (ctx, args) => {
+            const rows = args.teamId
+                ? await ctx.db.select('crm.TeamMember', { teamId: args.teamId })
+                : await ctx.db.select('crm.TeamMember');
+            const users = new Map((await ctx.db.select('user.User')).map((user) => [String(user.id), user]));
+            const needle = normalized(args.search);
+            const named = rows.map((row) => ({
+                ...row,
+                userName: users.get(String(row.userId))?.name ?? String(row.userId),
+            }));
+            return named
+                .filter((row) => !needle || normalized(row.userName).includes(needle))
+                .sort((a, b) => n(a.sequence) - n(b.sequence) || String(a.id).localeCompare(String(b.id)))
+                .slice(0, Math.max(1, Math.min(200, n(args.limit ?? 100))));
+        },
+    }),
+    'team.member.remove': defineFn({
+        input: { id: 'id' },
+        output: { ok: 'bool', id: 'id?', errors: 'json?' },
+        effects: ['read:crm.TeamMember', 'write:crm.TeamMember'],
+        idempotent: true,
+        agent: true,
+        handler: async (ctx, args) => {
+            const existing = (await ctx.db.select('crm.TeamMember', { id: args.id }))[0];
+            if (!existing)
+                return invalid(issue('id', 'crm.error.notFound'));
+            await ctx.db.update('crm.TeamMember', { id: args.id }, { active: false });
+            return { ok: true, id: args.id };
+        },
+    }),
+    'configuration.get': defineFn({
+        input: {},
+        output: {
+            teams: 'json',
+            stages: 'json',
+            assignmentRules: 'json',
+            scoreRules: 'json',
+        },
+        effects: [
+            'read:crm.Team',
+            'read:crm.TeamMember',
+            'read:crm.Stage',
+            'read:crm.AssignmentRule',
+            'read:crm.ScoreRule',
+        ],
+        handler: async (ctx) => {
+            const [teams, members, stages, assignmentRules, scoreRules] = await Promise.all([
+                ctx.db.select('crm.Team'),
+                ctx.db.select('crm.TeamMember'),
+                ctx.db.select('crm.Stage'),
+                ctx.db.select('crm.AssignmentRule'),
+                ctx.db.select('crm.ScoreRule'),
+            ]);
+            const membersByTeam = new Map();
+            for (const member of members) {
+                const key = String(member.teamId);
+                const rows = membersByTeam.get(key) ?? [];
+                rows.push(member);
+                membersByTeam.set(key, rows);
+            }
+            return {
+                teams: teams.map((team) => ({ ...team, members: membersByTeam.get(String(team.id)) ?? [] })),
+                stages,
+                assignmentRules,
+                scoreRules,
+            };
+        },
+    }),
+    'team.save': saveConfiguration('crm.Team', (args, existing) => ({
+        code: String(args.code ?? existing?.code ?? args.id).trim(),
+        name: String(args.name ?? '').trim(),
+        active: args.active ?? existing?.active ?? true,
+        leaderUserId: args.leaderUserId ?? existing?.leaderUserId ?? null,
+        assignmentMode: ASSIGNMENT_MODES.includes(args.assignmentMode)
+            ? args.assignmentMode
+            : (existing?.assignmentMode ?? 'manual'),
+        assignmentCursor: existing?.assignmentCursor ?? 0,
+        version: n(existing?.version) + 1,
+    }), 
+    // A team used to save with an empty name, and a repeated code reached the
+    // unique index as a database error instead of a refusal on the field.
+    async (ctx, args, existing) => {
+        if (!String(args.name ?? '').trim())
+            return invalid(issue('name', 'crm.error.required'));
+        const code = String(args.code ?? existing?.code ?? '').trim();
+        if (!code)
+            return invalid(issue('code', 'crm.error.required'));
+        if ((await ctx.db.select('crm.Team', { code })).some((row) => row.id !== args.id))
+            return invalid(issue('code', 'crm.error.duplicateCode'));
+        return null;
+    }),
+    'team.member.save': defineFn({
+        input: {
+            id: 'id',
+            teamId: 'id',
+            userId: 'id',
+            capacity: 'int?',
+            sequence: 'int?',
+            active: 'bool?',
+            idempotencyKey: 'text',
+        },
+        output: { ok: 'bool', id: 'id?', errors: 'json?' },
+        effects: ['read:crm.Team', 'read:crm.TeamMember', 'write:crm.TeamMember', 'read:user.User'],
+        idempotent: true,
+        agent: true,
+        handler: async (ctx, args) => {
+            const error = command(ctx, args.idempotencyKey);
+            if (error)
+                return error;
+            const [team, user] = await Promise.all([
+                ctx.db.select('crm.Team', { id: args.teamId, active: true }),
+                ctx.db.select('user.User', { id: args.userId, active: true }),
+            ]);
+            if (!team[0])
+                return invalid(issue('teamId', 'crm.error.notFound'));
+            if (!user[0])
+                return invalid(issue('userId', 'crm.error.notFound'));
+            const existing = (await ctx.db.select('crm.TeamMember', { id: args.id }))[0];
+            // One membership per person per team: a second row for the same user used
+            // to reach the unique index as a database error.
+            const same = await ctx.db.select('crm.TeamMember', { teamId: args.teamId, userId: args.userId });
+            if (same.some((row) => row.id !== args.id))
+                return invalid(issue('userId', 'crm.error.duplicateMember'));
+            const values = {
+                teamId: args.teamId,
+                userId: args.userId,
+                capacity: Math.max(1, n(args.capacity ?? existing?.capacity ?? 1)),
+                sequence: n(args.sequence ?? existing?.sequence ?? 10),
+                active: args.active ?? existing?.active ?? true,
+                assignedCount: n(existing?.assignedCount),
+                lastAssignedAt: existing?.lastAssignedAt ?? null,
+            };
+            if (existing)
+                await ctx.db.update('crm.TeamMember', { id: args.id }, values);
+            else
+                await ctx.db.insert('crm.TeamMember', { id: args.id, ...values });
+            return { ok: true, id: args.id };
+        },
+    }),
+    'stage.save': saveConfiguration('crm.Stage', (args, existing) => ({
+        code: String(args.code ?? existing?.code ?? args.id).trim(),
+        name: String(args.name ?? '').trim(),
+        sequence: n(args.sequence ?? existing?.sequence ?? 10),
+        allowedKinds: Array.isArray(args.allowedKinds)
+            ? args.allowedKinds.map(String).filter((kind) => CASE_KINDS.includes(kind))
+            : (existing?.allowedKinds ?? ['lead', 'opportunity']),
+        terminalState: TERMINAL_STATES.includes(args.terminalState)
+            ? args.terminalState
+            : (existing?.terminalState ?? 'open'),
+        teamId: args.teamId ?? existing?.teamId ?? null,
+        fold: args.fold ?? existing?.fold ?? false,
+        active: args.active ?? existing?.active ?? true,
+    }), async (ctx, args) => {
+        if (!String(args.name ?? '').trim())
+            return invalid(issue('name', 'crm.error.required'));
+        const code = String(args.code ?? '').trim();
+        if (!code)
+            return invalid(issue('code', 'crm.error.required'));
+        if ((await ctx.db.select('crm.Stage', { code })).some((row) => row.id !== args.id))
+            return invalid(issue('code', 'crm.error.duplicateCode'));
+        if (!Array.isArray(args.allowedKinds) || args.allowedKinds.length === 0)
+            return invalid(issue('allowedKinds', 'crm.error.required'));
+        if (args.teamId && !(await ctx.db.select('crm.Team', { id: args.teamId, active: true }))[0])
+            return invalid(issue('teamId', 'crm.error.notFound'));
+        return null;
+    }, ['read:crm.Team']),
+    'assignmentRule.save': saveConfiguration('crm.AssignmentRule', (args, existing) => ({
+        name: String(args.name ?? '').trim(),
+        priority: n(args.priority ?? existing?.priority ?? 10),
+        allowedKinds: Array.isArray(args.allowedKinds)
+            ? args.allowedKinds.map(String)
+            : (existing?.allowedKinds ?? []),
+        teamId: args.teamId ?? existing?.teamId,
+        assigneeUserId: args.assigneeUserId ?? existing?.assigneeUserId ?? null,
+        utmSource: args.utmSource ?? existing?.utmSource ?? null,
+        minimumScore: args.minimumScore ?? existing?.minimumScore ?? null,
+        active: args.active ?? existing?.active ?? true,
+    }), async (ctx, args) => {
+        if (!String(args.name ?? '').trim())
+            return invalid(issue('name', 'crm.error.required'));
+        if (!Array.isArray(args.allowedKinds) || !args.allowedKinds.length)
+            return invalid(issue('allowedKinds', 'crm.error.required'));
+        const team = args.teamId
+            ? (await ctx.db.select('crm.Team', { id: args.teamId, active: true }))[0]
+            : null;
+        if (!team)
+            return invalid(issue('teamId', 'crm.error.notFound'));
+        if (args.assigneeUserId) {
+            const member = (await ctx.db.select('crm.TeamMember', {
+                teamId: args.teamId,
+                userId: args.assigneeUserId,
+                active: true,
+            }))[0];
+            if (!member && team.leaderUserId !== args.assigneeUserId)
+                return invalid(issue('assigneeUserId', 'crm.error.notTeamMember'));
+        }
+        return null;
+    }, ['read:crm.Team', 'read:crm.TeamMember']),
+    'scoreRule.save': saveConfiguration('crm.ScoreRule', (args, existing) => ({
+        name: String(args.name ?? '').trim(),
+        field: String(args.field ?? '').trim(),
+        operator: String(args.operator ?? 'eq'),
+        value: String(args.value ?? ''),
+        points: String(args.points ?? '0'),
+        active: args.active ?? existing?.active ?? true,
+        sequence: n(args.sequence ?? existing?.sequence ?? 10),
+    }), (_ctx, args) => {
+        const field = String(args.field ?? '');
+        const operator = String(args.operator ?? '');
+        const allowed = SCORE_RULE_OPERATORS[field] ?? [];
+        if (!String(args.name ?? '').trim())
+            return invalid(issue('name', 'crm.error.required'));
+        if (!allowed.length)
+            return invalid(issue('field', 'crm.error.required'));
+        if (!allowed.includes(operator))
+            return invalid(issue('operator', 'crm.error.invalidOperator'));
+        if (operator !== 'present' && !String(args.value ?? '').trim())
+            return invalid(issue('value', 'crm.error.required'));
+        if (field === 'expectedRevenue' && !Number.isFinite(Number(args.value)))
+            return invalid(issue('value', 'crm.error.invalidKind'));
+        return null;
+    }),
+};
+//# sourceMappingURL=configuration.js.map

package/dist/modules/crm/functions/configuration.js.map

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package/dist/modules/crm/functions/gamification.d.ts

@@ -0,0 +1,3 @@
+import type { FnSpec } from '@ketvietlab/ketjs';
+export declare const gamificationFunctions: Record<string, FnSpec>;
+//# sourceMappingURL=gamification.d.ts.map

package/dist/modules/crm/functions/gamification.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"gamification.d.ts","sourceRoot":"","sources":["../../../../../../../packages/ketsuite/src/modules/crm/functions/gamification.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,MAAM,EAAO,MAAM,mBAAmB,CAAA;AAIpD,eAAO,MAAM,qBAAqB,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAyDxD,CAAA"}

package/dist/modules/crm/functions/gamification.js

@@ -0,0 +1,58 @@
+import { defineFn } from '@ketvietlab/ketjs';
+import { gamificationProfile, n } from '../operations.js';
+import { command } from './shared.js';
+export const gamificationFunctions = {
+    'gamification.refresh': defineFn({
+        input: { userId: 'id?', limit: 'int?', idempotencyKey: 'text' },
+        output: { ok: 'bool', profiles: 'json?', errors: 'json?' },
+        effects: [
+            'read:user.User',
+            'read:crm.Case',
+            'read:activity.Activity',
+            'read:crm.GamificationProfile',
+            'write:crm.GamificationProfile',
+        ],
+        idempotent: true,
+        agent: true,
+        handler: async (ctx, args) => {
+            const error = command(ctx, args.idempotencyKey);
+            if (error)
+                return error;
+            const users = args.userId
+                ? await ctx.db.select('user.User', { id: args.userId, active: true })
+                : (await ctx.db.select('user.User', { active: true })).slice(0, Math.max(1, Math.min(500, n(args.limit ?? 200))));
+            /**
+             * Counted per user rather than by loading the pipeline into memory.
+             *
+             * The previous shape read every case, every activity and every link on
+             * every refresh, so the leaderboard grew a full-table scan per company as
+             * the pipeline grew. Each figure is now a counting query the
+             * `(companyId, assigneeUserId, …)` indexes already serve.
+             */
+            const profiles = [];
+            for (const user of users)
+                profiles.push(await gamificationProfile(ctx, user));
+            return {
+                ok: true,
+                profiles: profiles.sort((a, b) => n(b.points) - n(a.points) || String(a.id).localeCompare(String(b.id))),
+            };
+        },
+    }),
+    'gamification.list': defineFn({
+        input: { limit: 'int?' },
+        output: { profiles: 'json' },
+        effects: ['read:crm.GamificationProfile', 'read:user.User'],
+        handler: async (ctx, args) => {
+            const users = new Map((await ctx.db.select('user.User')).map((user) => [String(user.id), user]));
+            const profiles = (await ctx.db.select('crm.GamificationProfile'))
+                .sort((a, b) => n(b.points) - n(a.points) || String(a.id).localeCompare(String(b.id)))
+                .slice(0, Math.max(1, Math.min(200, n(args.limit ?? 50))))
+                .map((profile) => ({
+                ...profile,
+                userName: users.get(String(profile.userId))?.name ?? profile.userId,
+            }));
+            return { profiles };
+        },
+    }),
+};
+//# sourceMappingURL=gamification.js.map

package/dist/modules/crm/functions/gamification.js.map

@@ -0,0 +1 @@
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package/dist/modules/crm/functions/index.d.ts

@@ -0,0 +1,4 @@
+import type { FnSpec } from '@ketvietlab/ketjs';
+export declare const functions: Record<string, FnSpec>;
+export { caseFormSchema, caseWriteEffects, createCaseId } from './shared.ts';
+//# sourceMappingURL=index.d.ts.map

package/dist/modules/crm/functions/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../../../../../packages/ketsuite/src/modules/crm/functions/index.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,MAAM,EAAE,MAAM,mBAAmB,CAAA;AAiC/C,eAAO,MAAM,SAAS,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAAoB,CAAA;AAEjE,OAAO,EAAE,cAAc,EAAE,gBAAgB,EAAE,YAAY,EAAE,MAAM,aAAa,CAAA"}

package/dist/modules/crm/functions/index.js

@@ -0,0 +1,33 @@
+import { accessFunctions } from './access.js';
+import { caseFunctions } from './cases.js';
+import { activityFunctions } from './activities.js';
+import { gamificationFunctions } from './gamification.js';
+import { configurationFunctions } from './configuration.js';
+import { modalContextFunctions } from './modal-context.js';
+import { previewFunctions } from './previews.js';
+const groups = {
+    accessFunctions,
+    caseFunctions,
+    activityFunctions,
+    gamificationFunctions,
+    configurationFunctions,
+    modalContextFunctions,
+    previewFunctions,
+};
+/** Merge the groups, refusing a key two groups both define. */
+const assemble = (sources) => {
+    const merged = {};
+    const owner = new Map();
+    for (const [group, specs] of Object.entries(sources))
+        for (const [key, spec] of Object.entries(specs)) {
+            const previous = owner.get(key);
+            if (previous)
+                throw new Error(`crm function "${key}" is defined by both ${previous} and ${group}`);
+            owner.set(key, group);
+            merged[key] = spec;
+        }
+    return merged;
+};
+export const functions = assemble(groups);
+export { caseFormSchema, caseWriteEffects, createCaseId } from './shared.js';
+//# sourceMappingURL=index.js.map

package/dist/modules/crm/functions/index.js.map

@@ -0,0 +1 @@
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package/dist/modules/crm/functions/modal-context.d.ts

@@ -0,0 +1,3 @@
+import type { FnSpec } from '@ketvietlab/ketjs';
+export declare const modalContextFunctions: Record<string, FnSpec>;
+//# sourceMappingURL=modal-context.d.ts.map

package/dist/modules/crm/functions/modal-context.d.ts.map

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