@ketvietlab/ketsuite 0.1.25 → 0.1.30

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

@@ -1,7 +1,8 @@
 // Helpers and effect lists shared by the CRM function groups.
 import { randomUUID } from 'node:crypto';
 import { defineFn, defineFormSchema } from '@ketvietlab/ketjs';
-import { actorRequired, addTimeline, canEditCase, closedAtFor, commandKey, invalid, issue, n, normalized, now, } from '../operations.js';
+import { actorRequired, addTimeline, canEditCase, closingValues, commandKey, invalid, issue, n, normalized, now, } from '../operations.js';
+import { LOST_REASON_CODES } from '../reporting.js';
 export const caseReadEffects = [
     'read:crm.Case',
     'read:crm.AccessGrant',
@@ -104,7 +105,8 @@ export const optionRows = async (ctx, model, args, order) => {
         .sort((a, b) => (order ? order(a, b) : 0) ||
         String(a.name ?? '').localeCompare(String(b.name ?? '')) ||
         String(a.id).localeCompare(String(b.id)))
-        .slice(0, Math.max(1, Math.min(200, n(args.limit ?? 80))));
+        .slice(Math.max(0, Math.trunc(n(args.cursor ?? 0))), Math.max(0, Math.trunc(n(args.cursor ?? 0))) +
+        Math.max(1, Math.min(200, Math.trunc(n(args.limit ?? 80)))));
 };
 export async function moveToTerminal(ctx, input) {
     const error = command(ctx, input.idempotencyKey);
@@ -122,11 +124,8 @@ export async function moveToTerminal(ctx, input) {
         const stage = stages.sort((a, b) => n(a.sequence) - n(b.sequence) || String(a.id).localeCompare(String(b.id)))[0];
         if (!stage)
             return invalid(issue('stageId', 'crm.error.invalidStage'));
-        if (held.kind === 'opportunity' && input.terminal === 'lost') {
-            const detail = (await tx.db.select('crm.SalesDetail', { caseId: input.id }))[0];
-            if (detail)
-                await tx.db.update('crm.SalesDetail', { id: detail.id }, { lostReason: input.lostReason ?? null });
-        }
+        if (input.lostReasonCode && !LOST_REASON_CODES.includes(input.lostReasonCode))
+            return invalid(issue('lostReasonCode', 'crm.error.invalidLostReason'));
         const timestamp = now();
         const changed = await tx.db.compareAndSet('crm.Case', { id: input.id }, { version: input.expectedVersion }, {
             stageId: stage.id,
@@ -134,17 +133,26 @@ export async function moveToTerminal(ctx, input) {
             active: true,
             version: n(held.version) + 1,
             updatedAt: timestamp,
-            closedAt: closedAtFor(held, input.terminal, timestamp),
+            ...closingValues(held, input.terminal, timestamp),
         });
         if (!('dryRun' in changed) && !changed.matched)
             return invalid(issue('version', 'crm.error.stageConflict', { current: held.version }));
+        if (input.terminal === 'lost') {
+            const detail = (await tx.db.select('crm.SalesDetail', { caseId: input.id }))[0];
+            if (detail)
+                await tx.db.update('crm.SalesDetail', { id: detail.id }, { lostReason: input.lostReason ?? null, lostReasonCode: input.lostReasonCode || null });
+        }
         const event = input.terminal === 'won' ? 'won' : 'lost';
         await addTimeline(tx, {
             id: `timeline:${input.id}:${event}:${input.idempotencyKey}`,
             caseId: input.id,
             eventType: event,
             body: `crm.timeline.${event}`,
-            metadata: input.closeReason ? { reason: input.closeReason } : undefined,
+            metadata: {
+                reason: input.closeReason ?? null,
+                lostReasonCode: input.lostReasonCode ?? null,
+                ...closingValues(held, input.terminal, timestamp),
+            },
             customerVisible: false,
             occurredAt: timestamp,
         });

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

@@ -1 +1 @@
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package/dist/modules/crm/messages.d.ts

@@ -1,5 +1,12 @@
 export declare const messages: {
     vi: {
+        readonly 'error.interactionKeyConflict': 'Khóa thao tác đã được dùng cho tương tác khác.';
+        readonly 'error.invalidLostReason': 'Nhóm lý do mất không hợp lệ.';
+        readonly 'error.invalidReportPeriod': 'Khoảng báo cáo không hợp lệ (tối đa 10 năm).';
+        readonly 'error.invalidTimezone': 'Múi giờ không hợp lệ.';
+        readonly 'error.invalidInteraction': 'Kênh hoặc kết quả tương tác không hợp lệ.';
+        readonly 'error.invalidInteractionTime': 'Thời điểm tương tác phải từ lúc tạo hồ sơ đến hiện tại.';
+        readonly 'timeline.interaction': 'Đã ghi nhận tương tác khách hàng';
         readonly 'app.title': 'CRM';
         readonly 'app.summary': 'Pipeline bán hàng cho lead và cơ hội.';
         readonly 'app.category': 'Bán hàng';
@@ -48,6 +55,6 @@ export declare const messages: {
         readonly 'timeline.activity_cancelled': 'Đã hủy hoạt động';
         readonly 'timeline.plan_applied': 'Đã áp dụng kế hoạch';
     };
-    en: Record<"app.category" | "app.summary" | "app.title" | "error.actorRequired" | "error.alreadyMerged" | "error.companyRequired" | "error.duplicateCode" | "error.duplicateMember" | "error.duplicateName" | "error.idempotencyRequired" | "error.invalidAccessScope" | "error.invalidKind" | "error.invalidOperator" | "error.invalidStage" | "error.invalidVisibility" | "error.leadConversion" | "error.notFound" | "error.notTeamMember" | "error.permission" | "error.providerNotConfigured" | "error.reassignReason" | "error.required" | "error.stageConflict" | "kind.lead" | "kind.opportunity" | "stage.lost" | "stage.new" | "stage.proposition" | "stage.qualified" | "stage.won" | "terminal.lost" | "terminal.open" | "terminal.won" | "timeline.activity_cancelled" | "timeline.activity_completed" | "timeline.activity_scheduled" | "timeline.assigned" | "timeline.converted" | "timeline.created" | "timeline.lost" | "timeline.merged" | "timeline.message" | "timeline.plan_applied" | "timeline.quotation_created" | "timeline.reassigned" | "timeline.stage" | "timeline.won", string>;
+    en: Record<"app.category" | "app.summary" | "app.title" | "error.actorRequired" | "error.alreadyMerged" | "error.companyRequired" | "error.duplicateCode" | "error.duplicateMember" | "error.duplicateName" | "error.idempotencyRequired" | "error.interactionKeyConflict" | "error.invalidAccessScope" | "error.invalidInteraction" | "error.invalidInteractionTime" | "error.invalidKind" | "error.invalidLostReason" | "error.invalidOperator" | "error.invalidReportPeriod" | "error.invalidStage" | "error.invalidTimezone" | "error.invalidVisibility" | "error.leadConversion" | "error.notFound" | "error.notTeamMember" | "error.permission" | "error.providerNotConfigured" | "error.reassignReason" | "error.required" | "error.stageConflict" | "kind.lead" | "kind.opportunity" | "stage.lost" | "stage.new" | "stage.proposition" | "stage.qualified" | "stage.won" | "terminal.lost" | "terminal.open" | "terminal.won" | "timeline.activity_cancelled" | "timeline.activity_completed" | "timeline.activity_scheduled" | "timeline.assigned" | "timeline.converted" | "timeline.created" | "timeline.interaction" | "timeline.lost" | "timeline.merged" | "timeline.message" | "timeline.plan_applied" | "timeline.quotation_created" | "timeline.reassigned" | "timeline.stage" | "timeline.won", string>;
 };
 //# sourceMappingURL=messages.d.ts.map

package/dist/modules/crm/messages.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"messages.d.ts","sourceRoot":"","sources":["../../../../../../packages/ketsuite/src/modules/crm/messages.ts"],"names":[],"mappings":"AAmHA,eAAO,MAAM,QAAQ;;iDAlHa,gDAAgD;4CACrD,8BAA8B;8CAC5B,8CAA8C;0CAClD,uBAAuB;6CACpB,2CAA2C;iDACvC,yDAAyD;yCACjE,kCAAkC;8BAC7C,KAAK;gCACH,uCAAuC;iCACtC,UAAU;8BACb,WAAW;qCACJ,QAAQ;kCACX,SAAS;iCACV,YAAY;kCACX,UAAU;8BACd,KAAK;oCACC,aAAa;sCACX,SAAS;8BACjB,YAAY;+BACX,UAAU;mCACN,yBAAyB;0CAClB,kCAAkC;wCACpC,2CAA2C;8CACrC,oCAAoC;mCAC/C,2BAA2B;sCACxB,0BAA0B;uCACzB,+CAA+C;wCAC9C,kDAAkD;yCACjD,6CAA6C;4CAC1C,gCAAgC;gDAC5B,kCAAkC;wCAC1C,0CAA0C;wCAC1C,uBAAuB;wCACvB,sBAAsB;0CACpB,qCAAqC;0CACrC,6CAA6C;wCAC/C,6EAA6E;qCAChF,uDAAuD;6CAC/C,gCAAgC;yCACpC,6BAA6B;qCACjC,cAAc;mCAChB,qBAAqB;sCAClB,cAAc;wCACZ,2BAA2B;uCAC5B,wBAAwB;oCAC3B,yBAAyB;iCAC5B,wBAAwB;kCACvB,sBAAsB;qCACnB,gBAAgB;+CACN,gBAAgB;gDACf,uBAAuB;gDACvB,yBAAyB;gDACzB,kBAAkB;0CACxB,qBAAqB;;;CA6Dd,CAAA"}

package/dist/modules/crm/messages.js

@@ -1,4 +1,11 @@
 const vi = {
+    'error.interactionKeyConflict': 'Khóa thao tác đã được dùng cho tương tác khác.',
+    'error.invalidLostReason': 'Nhóm lý do mất không hợp lệ.',
+    'error.invalidReportPeriod': 'Khoảng báo cáo không hợp lệ (tối đa 10 năm).',
+    'error.invalidTimezone': 'Múi giờ không hợp lệ.',
+    'error.invalidInteraction': 'Kênh hoặc kết quả tương tác không hợp lệ.',
+    'error.invalidInteractionTime': 'Thời điểm tương tác phải từ lúc tạo hồ sơ đến hiện tại.',
+    'timeline.interaction': 'Đã ghi nhận tương tác khách hàng',
     'app.title': 'CRM',
     'app.summary': 'Pipeline bán hàng cho lead và cơ hội.',
     'app.category': 'Bán hàng',
@@ -48,6 +55,13 @@ const vi = {
     'timeline.plan_applied': 'Đã áp dụng kế hoạch',
 };
 const en = {
+    'error.interactionKeyConflict': 'This operation key was already used for a different interaction.',
+    'error.invalidLostReason': 'Invalid loss reason category.',
+    'error.invalidReportPeriod': 'Invalid report period (maximum 10 years).',
+    'error.invalidTimezone': 'Invalid timezone.',
+    'error.invalidInteraction': 'Invalid interaction channel or outcome.',
+    'error.invalidInteractionTime': 'Interaction time must be between case creation and now.',
+    'timeline.interaction': 'Customer interaction recorded',
     'app.title': 'CRM',
     'app.summary': 'Sales pipeline for leads and opportunities.',
     'app.category': 'Sales',

package/dist/modules/crm/messages.js.map

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package/dist/modules/crm/models.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"models.d.ts","sourceRoot":"","sources":["../../../../../../packages/ketsuite/src/modules/crm/models.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,QAAQ,EAAE,MAAM,mBAAmB,CAAA;AAEjD,eAAO,MAAM,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,QAAQ,CA8O3C,CAAA"}
+{"version":3,"file":"models.d.ts","sourceRoot":"","sources":["../../../../../../packages/ketsuite/src/modules/crm/models.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,QAAQ,EAAE,MAAM,mBAAmB,CAAA;AAEjD,eAAO,MAAM,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,QAAQ,CAqP3C,CAAA"}

package/dist/modules/crm/models.js

@@ -95,6 +95,8 @@ export const models = {
         fields: {
             id: 'id',
             kind: 'text',
+            /** Immutable acquisition kind; null identifies legacy records. */
+            originKind: 'text?',
             name: 'text',
             partnerId: 'ref:partner.Partner?',
             contactName: 'text?',
@@ -128,6 +130,10 @@ export const models = {
             updatedAt: 'datetime',
             convertedAt: 'datetime?',
             closedAt: 'datetime?',
+            closedAssigneeUserId: 'ref:user.User?',
+            closedTeamId: 'ref:crm.Team?',
+            /** Distinguishes a recorded unassigned close from missing legacy history. */
+            closedOwnershipRecordedAt: 'datetime?',
         },
         indexes: {
             pipeline: { fields: ['companyId', 'kind', 'active', 'stageId', 'priority'] },
@@ -153,6 +159,7 @@ export const models = {
             expectedClosing: 'date?',
             forecastCategory: 'text',
             lostReason: 'text?',
+            lostReasonCode: 'text?',
             sourceLeadId: 'ref:crm.Case?',
         },
         indexes: { case: { fields: ['companyId', 'caseId'], unique: true } },

package/dist/modules/crm/models.js.map

@@ -1 +1 @@
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+{"version":3,"file":"models.js","sourceRoot":"","sources":["../../../../../../../packages/ketsuite/src/modules/crm/models.ts"],"names":[],"mappings":"AAEA,MAAM,CAAC,MAAM,MAAM,GAA6B;IAC9C,IAAI,EAAE;QACJ,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE;YACN,EAAE,EAAE,IAAI;YACR,IAAI,EAAE,MAAM;YACZ,IAAI,EAAE,MAAM;YACZ,MAAM,EAAE,MAAM;YACd,YAAY,EAAE,gBAAgB;YAC9B,cAAc,EAAE,MAAM;YACtB,gBAAgB,EAAE,KAAK;YACvB,OAAO,EAAE,KAAK;SACf;QACD,OAAO,EAAE;YACP,IAAI,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,MAAM,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE;YACrD,WAAW,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,EAAE,MAAM,CAAC,EAAE;SACzD;KACF;IACD,UAAU,EAAE;QACV,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE;YACN,EAAE,EAAE,IAAI;YACR,MAAM,EAAE,cAAc;YACtB,MAAM,EAAE,eAAe;YACvB,QAAQ,EAAE,KAAK;YACf,QAAQ,EAAE,KAAK;YACf,MAAM,EAAE,MAAM;YACd,aAAa,EAAE,KAAK;YACpB,cAAc,EAAE,WAAW;SAC5B;QACD,OAAO,EAAE;YACP,QAAQ,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,EAAE,QAAQ,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE;YACrE,OAAO,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,EAAE,QAAQ,EAAE,UAAU,CAAC,EAAE;SACnE;KACF;IACD,WAAW,EAAE;QACX,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE;YACN,EAAE,EAAE,IAAI;YACR,MAAM,EAAE,eAAe;YACvB,SAAS,EAAE,MAAM;YACjB,SAAS,EAAE,MAAM;YACjB,WAAW,EAAE,MAAM;YACnB,MAAM,EAAE,MAAM;YACd,OAAO,EAAE,KAAK;SACf;QACD,OAAO,EAAE;YACP,IAAI,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE;SACxD;KACF;IACD,mBAAmB,EAAE;QACnB,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE;YACN,EAAE,EAAE,IAAI;YACR,MAAM,EAAE,eAAe;YACvB,MAAM,EAAE,KAAK;YACb,QAAQ,EAAE,KAAK;YACf,GAAG,EAAE,KAAK;YACV,IAAI,EAAE,KAAK;YACX,cAAc,EAAE,KAAK;YACrB,MAAM,EAAE,KAAK;YACb,WAAW,EAAE,UAAU;SACxB;QACD,OAAO,EAAE;YACP,IAAI,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE;YACvD,WAAW,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,EAAE,QAAQ,CAAC,EAAE;SAC3D;KACF;IACD,KAAK,EAAE;QACL,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE;YACN,EAAE,EAAE,IAAI;YACR,IAAI,EAAE,MAAM;YACZ,IAAI,EAAE,MAAM;YACZ,QAAQ,EAAE,KAAK;YACf,YAAY,EAAE,MAAM;YACpB,aAAa,EAAE,MAAM;YACrB,MAAM,EAAE,eAAe;YACvB,IAAI,EAAE,MAAM;YACZ,MAAM,EAAE,MAAM;YACd,OAAO,EAAE,MAAM;SAChB;QACD,OAAO,EAAE;YACP,IAAI,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,MAAM,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE;YACrD,aAAa,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,EAAE,QAAQ,EAAE,UAAU,CAAC,EAAE;SACzE;KACF;IACD,GAAG,EAAE;QACH,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE,EAAE,EAAE,EAAE,IAAI,EAAE,IAAI,EAAE,MAAM,EAAE,KAAK,EAAE,OAAO,EAAE,MAAM,EAAE,MAAM,EAAE;QAClE,OAAO,EAAE,EAAE,IAAI,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,MAAM,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE,EAAE;KACnE;IACD,IAAI,EAAE;QACJ,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE;YACN,EAAE,EAAE,IAAI;YACR,IAAI,EAAE,MAAM;YACZ,kEAAkE;YAClE,UAAU,EAAE,OAAO;YACnB,IAAI,EAAE,MAAM;YACZ,SAAS,EAAE,sBAAsB;YACjC,WAAW,EAAE,OAAO;YACpB,KAAK,EAAE,OAAO;YACd,KAAK,EAAE,OAAO;YACd;;;;;;;eAOG;YACH,WAAW,EAAE,OAAO;YACpB,MAAM,EAAE,eAAe;YACvB,cAAc,EAAE,gBAAgB;YAChC,OAAO,EAAE,eAAe;YACxB,QAAQ,EAAE,MAAM;YAChB,WAAW,EAAE,OAAO;YACpB,SAAS,EAAE,OAAO;YAClB,SAAS,EAAE,OAAO;YAClB,WAAW,EAAE,OAAO;YACpB,aAAa,EAAE,MAAM;YACrB,MAAM,EAAE,MAAM;YACd,OAAO,EAAE,KAAK;YACd,KAAK,EAAE,SAAS;YAChB,YAAY,EAAE,eAAe;YAC7B,QAAQ,EAAE,iBAAiB;YAC3B,eAAe,EAAE,gBAAgB;YACjC,SAAS,EAAE,UAAU;YACrB,SAAS,EAAE,UAAU;YACrB,WAAW,EAAE,WAAW;YACxB,QAAQ,EAAE,WAAW;YACrB,oBAAoB,EAAE,gBAAgB;YACtC,YAAY,EAAE,eAAe;YAC7B,6EAA6E;YAC7E,yBAAyB,EAAE,WAAW;SACvC;QACD,OAAO,EAAE;YACP,QAAQ,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,MAAM,EAAE,QAAQ,EAAE,SAAS,EAAE,UAAU,CAAC,EAAE;YAC5E,QAAQ,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,gBAAgB,EAAE,QAAQ,EAAE,WAAW,CAAC,EAAE;YAC5E,OAAO,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,WAAW,EAAE,QAAQ,CAAC,EAAE;YACzD,KAAK,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,OAAO,EAAE,QAAQ,CAAC,EAAE;YACnD,KAAK,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,aAAa,EAAE,QAAQ,CAAC,EAAE;SAC1D;KACF;IACD,OAAO,EAAE;QACP,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE,EAAE,EAAE,EAAE,IAAI,EAAE,MAAM,EAAE,cAAc,EAAE,KAAK,EAAE,aAAa,EAAE;QAClE,OAAO,EAAE,EAAE,QAAQ,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,EAAE,OAAO,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE,EAAE;KAClF;IACD,WAAW,EAAE;QACX,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE;YACN,EAAE,EAAE,IAAI;YACR,MAAM,EAAE,cAAc;YACtB,eAAe,EAAE,SAAS;YAC1B,gBAAgB,EAAE,SAAS;YAC3B,WAAW,EAAE,SAAS;YACtB,eAAe,EAAE,OAAO;YACxB,gBAAgB,EAAE,MAAM;YACxB,UAAU,EAAE,OAAO;YACnB,cAAc,EAAE,OAAO;YACvB,YAAY,EAAE,eAAe;SAC9B;QACD,OAAO,EAAE,EAAE,IAAI,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE,EAAE;KACrE;IACD,aAAa,EAAE;QACb,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE;YACN,EAAE,EAAE,IAAI;YACR,MAAM,EAAE,cAAc;YACtB,SAAS,EAAE,MAAM;YACjB,WAAW,EAAE,gBAAgB;YAC7B,eAAe,EAAE,MAAM;YACvB,IAAI,EAAE,MAAM;YACZ,QAAQ,EAAE,OAAO;YACjB,UAAU,EAAE,UAAU;SACvB;QACD,OAAO,EAAE,EAAE,SAAS,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,EAAE,YAAY,CAAC,EAAE,EAAE;KAC1E;IACD,OAAO,EAAE;QACP,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE;YACN,EAAE,EAAE,IAAI;YACR,MAAM,EAAE,cAAc;YACtB,WAAW,EAAE,gBAAgB;YAC7B,eAAe,EAAE,sBAAsB;YACvC,UAAU,EAAE,MAAM;YAClB,IAAI,EAAE,MAAM;YACZ,SAAS,EAAE,UAAU;SACtB;QACD,OAAO,EAAE,EAAE,SAAS,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,QAAQ,EAAE,WAAW,CAAC,EAAE,EAAE;KACzE;IACD,YAAY,EAAE;QACZ,KAAK,EAAE,SAAS;QAChB,MAAM,EAAE,EAAE,EAAE,EAAE,IAAI,EAAE,MAAM,EAAE,cAAc,EAAE,UAAU,EAAE,uBAAuB,EAAE;QACjF,OAAO,EAAE;YACP,QAAQ,EAAE,EAAE,MAAM,EAAE,CAAC,WAAW,EAAE,YAAY,CAAC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package/dist/modules/crm/operations.d.ts

@@ -19,11 +19,14 @@ export declare const n: (value: unknown) => number;
  *
  * Reporting reads `closedAt` for cycle time, so it has to be written the moment
  * a stage carries a terminal state and cleared again when the case is pulled
- * back into the pipeline. A case that closes twice keeps the first date.
+ * back into the pipeline. An edit within the same outcome keeps its date; a new outcome gets a new date.
  */
 export declare const closedAtFor: (held: Row, terminalState: unknown, timestamp: string) => string | null;
+/** Capture ownership only on a new outcome; never invent historical ownership on an edit. */
+export declare const closingValues: (held: Row, terminalState: unknown, timestamp: string) => Row;
 export declare const normalized: (value: unknown) => string;
 /** Digits only, so `+84 90 123 4567` and `090-123-4567` compare equal. */
+/** The comparable digits of a phone: its E.164 form without the plus. */
 export declare const dialled: (value: unknown) => string;
 export declare const actorRequired: (ctx: Ctx) => string | null;
 export declare const commandKey: (value: unknown) => string | null;

package/dist/modules/crm/operations.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"operations.d.ts","sourceRoot":"","sources":["../../../../../../packages/ketsuite/src/modules/crm/operations.ts"],"names":[],"mappings":"AAkBA,OAAO,KAAK,EAAE,GAAG,EAAa,GAAG,EAAE,MAAM,mBAAmB,CAAA;AAO5D,MAAM,MAAM,QAAQ,GAAG;IAAE,KAAK,EAAE,MAAM,CAAC;IAAC,IAAI,EAAE,MAAM,CAAC;IAAC,MAAM,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAA;CAAE,CAAA;AACxF,MAAM,MAAM,SAAS,GAAG;IAAE,EAAE,EAAE,OAAO,CAAC;IAAC,EAAE,CAAC,EAAE,MAAM,CAAC;IAAC,MAAM,CAAC,EAAE,QAAQ,EAAE,CAAC;IAAC,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAA;CAAE,CAAA;AAEjG,eAAO,MAAM,KAAK,UAAW,MAAM,QAAQ,MAAM,WAAW,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,QAIpF,CAAA;AACF,eAAO,MAAM,OAAO,cAAe,QAAQ,EAAE,KAAG,SAAoC,CAAA;AACpF,eAAO,MAAM,GAAG,QAAO,MAAkC,CAAA;AACzD,eAAO,MAAM,CAAC,UAAW,OAAO,KAAG,MAA4B,CAAA;AAE/D;;;;;;GAMG;AACH,eAAO,MAAM,WAAW,SAAU,GAAG,iBAAiB,OAAO,aAAa,MAAM,KAAG,MAAM,GAAG,IAKlF,CAAA;AAEV,6FAA6F;AAC7F,eAAO,MAAM,aAAa,SAAU,GAAG,iBAAiB,OAAO,aAAa,MAAM,KAAG,GAWpF,CAAA;AACD,eAAO,MAAM,UAAU,UAAW,OAAO,KAAG,MAI1B,CAAA;AAElB,0EAA0E;AAC1E,yEAAyE;AACzE,eAAO,MAAM,OAAO,UAAW,OAAO,KAAG,MAAoD,CAAA;AAsB7F,eAAO,MAAM,aAAa,QAAS,GAAG,KAAG,MAAM,GAAG,IAAyB,CAAA;AAE3E,eAAO,MAAM,UAAU,UAAW,OAAO,KAAG,MAAM,GAAG,IAGpD,CAAA;AAkDD;;;;;;;;GAQG;AACH,eAAO,MAAM,QAAQ,QAAe,GAAG,SAAS,MAAM,MAAM,MAAM,KAAG,OAAO,CAAC,MAAM,GAAG,IAAI,CAIzF,CAAA;AAED,0EAA0E;AAC1E,eAAO,MAAM,eAAe,QAAS,GAAG,KAAG,OAAO,CAAC,MAAM,GAAG,IAAI,CACb,CAAA;AAEnD,4FAA4F;AAC5F,wBAAsB,iBAAiB,CAAC,GAAG,EAAE,GAAG,GAAG,OAAO,CAAC,IAAI,CAAC,CAiC/D;AAED,eAAO,MAAM,UAAU,UAAW,GAAG,KAAG,MAAM,EAAqC,CAAA;AAEnF,wBAAsB,WAAW,CAAC,GAAG,EAAE,GAAG,EAAE,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,MAAM,GAAG,OAAO,CAAC,GAAG,GAAG,IAAI,CAAC,CAG/F;AAED,wBAAsB,UAAU,CAAC,GAAG,EAAE,GAAG,EAAE,IAAI,EAAE,MAAM,GAAG,OAAO,CAAC,GAAG,GAAG,IAAI,CAAC,CAI5E;AAED,wBAAsB,WAAW,CAC/B,GAAG,EAAE,GAAG,EACR,KAAK,EAAE;IACL,EAAE,CAAC,EAAE,MAAM,CAAA;IACX,MAAM,EAAE,MAAM,CAAA;IACd,SAAS,EAAE,MAAM,CAAA;IACjB,IAAI,EAAE,MAAM,CAAA;IACZ,eAAe,CAAC,EAAE,OAAO,CAAA;IACzB,QAAQ,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAA;IAClC,UAAU,CAAC,EAAE,MAAM,CAAA;CACpB,GACA,OAAO,CAAC,GAAG,CAAC,CAad;AAWD,MAAM,MAAM,UAAU,GAAG,MAAM,GAAG,MAAM,GAAG,QAAQ,CAAA;AACnD,MAAM,MAAM,eAAe,GAAG,MAAM,GAAG,MAAM,GAAG,MAAM,GAAG,SAAS,CAAA;AAClE,MAAM,MAAM,YAAY,GAAG;IACzB,KAAK,EAAE,MAAM,CAAA;IACb,MAAM,EAAE,UAAU,CAAA;IAClB,KAAK,EAAE,eAAe,CAAA;IACtB,gEAAgE;IAChE,KAAK,EAAE,MAAM,EAAE,CAAA;IACf,mEAAmE;IACnE,UAAU,EAAE,MAAM,EAAE,CAAA;CACrB,CAAA;AAMD;;;;;;;;GAQG;AACH,wBAAsB,YAAY,CAAC,GAAG,EAAE,GAAG,EAAE,MAAM,GAAE,UAAmB,GAAG,OAAO,CAAC,YAAY,GAAG,IAAI,CAAC,CAmBtG;AAYD,wBAAsB,WAAW,CAAC,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,GAAG,OAAO,CAAC,OAAO,CAAC,CAEtE;AAED,wBAAsB,WAAW,CAAC,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,GAAG,OAAO,CAAC,OAAO,CAAC,CAEtE;AAED,wBAAsB,aAAa,CAAC,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,GAAG,OAAO,CAAC,OAAO,CAAC,CAExE;AAED;;;;;;;;GAQG;AACH,eAAO,MAAM,UAAU,QAAO,MAAM,EAAqB,CAAA;AACzD,eAAO,MAAM,QAAQ,SAAU,OAAO,KAAG,OAAqD,CAAA;AAE9F,wBAAsB,YAAY,CAAC,GAAG,EAAE,GAAG,EAAE,IAAI,EAAE,GAAG,EAAE,EAAE,MAAM,GAAE,UAAmB,GAAG,OAAO,CAAC,GAAG,EAAE,CAAC,CAGrG;AAED,MAAM,MAAM,aAAa,GAAG;IAC1B,EAAE,EAAE,MAAM,CAAA;IACV,IAAI,EAAE,MAAM,CAAA;IACZ,IAAI,EAAE,MAAM,CAAA;IACZ,SAAS,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IACzB,WAAW,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IAC3B,KAAK,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IACrB,KAAK,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IACrB,MAAM,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IACtB,cAAc,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IAC9B,OAAO,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IACvB,QAAQ,CAAC,EAAE,MAAM,CAAA;IACjB,WAAW,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IAC3B,SAAS,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IACzB,SAAS,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IACzB,WAAW,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IAC3B,eAAe,CAAC,EAAE,OAAO,CAAA;IACzB,gBAAgB,CAAC,EAAE,OAAO,CAAA;IAC1B,WAAW,CAAC,EAAE,OAAO,CAAA;IACrB,eAAe,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IAC/B,gBAAgB,CAAC,EAAE,MAAM,GAAG,IAAI,CAAA;IAChC,MAAM,CAAC,EAAE,MAAM,EAAE,CAAA;IACjB,eAAe,CAAC,EAAE,MAAM,CAAA;IACxB,cAAc,EAAE,MAAM,CAAA;CACvB,CAAA;AAED,wBAAsB,QAAQ,CAC5B,GAAG,EAAE,GAAG,EACR,KAAK,EAAE,aAAa,EACpB,OAAO,GAAE;IAAE,aAAa,CAAC,EAAE,OAAO,CAAC;IAAC,aAAa,CAAC,EAAE,OAAO,CAAA;CAAO,GACjE,OAAO,CAAC,SAAS,CAAC,CAgKpB;AAgCD,wBAAsB,iBAAiB,CAAC,GAAG,EAAE,GAAG,EAAE,IAAI,EAAE,GAAG,EAAE,GAAG,OAAO,CAAC,GAAG,EAAE,CAAC,CAoF7E;AAED,wBAAsB,UAAU,CAAC,GAAG,EAAE,GAAG,EAAE,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,GAAG,GAAG,IAAI,CAAC,CA+E1E;AA+DD,wBAAsB,SAAS,CAC7B,GAAG,EAAE,GAAG,EACR,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAC5B,OAAO,CAAC;IAAE,IAAI,EAAE,GAAG,EAAE,CAAC;IAAC,KAAK,EAAE,MAAM,CAAC;IAAC,UAAU,EAAE,MAAM,GAAG,IAAI,CAAA;CAAE,CAAC,CAapE;AAgBD,wBAAsB,eAAe,CACnC,GAAG,EAAE,GAAG,EACR,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAC5B,OAAO,CAAC;IACT,MAAM,EAAE,KAAK,CAAC;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,KAAK,EAAE,MAAM,CAAC;QAAC,eAAe,EAAE,MAAM,CAAC;QAAC,eAAe,EAAE,MAAM,CAAA;KAAE,CAAC,CAAA;IAC9F,SAAS,EAAE,MAAM,CAAA;IACjB,eAAe,EAAE,MAAM,CAAA;IACvB,eAAe,EAAE,MAAM,CAAA;IACvB,oBAAoB,EAAE,MAAM,CAAA;IAC5B,OAAO,EAAE,OAAO,CAAA;CACjB,CAAC,CAyED;AAED;;;;;;;;GAQG;AACH,wBAAsB,cAAc,CAClC,GAAG,EAAE,GAAG,EACR,KAAK,EAAE;IAAE,EAAE,CAAC,EAAE,OAAO,CAAC;IAAC,KAAK,CAAC,EAAE,OAAO,CAAC;IAAC,KAAK,CAAC,EAAE,OAAO,CAAC;IAAC,IAAI,CAAC,EAAE,OAAO,CAAA;CAAE,EACzE,KAAK,SAAK,GACT,OAAO,CA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package/dist/modules/crm/operations.js

@@ -1,5 +1,6 @@
 import { randomUUID } from 'node:crypto';
 import { and, asc, bucketEq, compileListFilter, deleteFrom, desc, eq, from, inArray, isNull, like, lt, ne, not, or, } from '@ketvietlab/ketjs';
+import { phoneKey } from '../../phone.js';
 import { addDays, cancelActivity, completeActivity, scheduleActivity } from '../activity/index.js';
 import { ensureThread } from '../mail/index.js';
 import { CASE_KINDS, CASE_PRIORITIES, MESSAGE_VISIBILITIES } from './types.js';
@@ -17,15 +18,34 @@ export const n = (value) => Number(value ?? 0);
  *
  * Reporting reads `closedAt` for cycle time, so it has to be written the moment
  * a stage carries a terminal state and cleared again when the case is pulled
- * back into the pipeline. A case that closes twice keeps the first date.
+ * back into the pipeline. An edit within the same outcome keeps its date; a new outcome gets a new date.
  */
-export const closedAtFor = (held, terminalState, timestamp) => terminalState === 'won' || terminalState === 'lost' ? (held.closedAt ?? timestamp) : null;
+export const closedAtFor = (held, terminalState, timestamp) => terminalState === 'won' || terminalState === 'lost'
+    ? held.terminalState === terminalState
+        ? (held.closedAt ?? timestamp)
+        : timestamp
+    : null;
+/** Capture ownership only on a new outcome; never invent historical ownership on an edit. */
+export const closingValues = (held, terminalState, timestamp) => {
+    const closedAt = closedAtFor(held, terminalState, timestamp);
+    if (!closedAt)
+        return { closedAt: null, closedAssigneeUserId: null, closedTeamId: null, closedOwnershipRecordedAt: null };
+    if (held.terminalState === terminalState && held.closedAt)
+        return { closedAt };
+    return {
+        closedAt,
+        closedAssigneeUserId: held.assigneeUserId ?? null,
+        closedTeamId: held.teamId ?? null,
+        closedOwnershipRecordedAt: timestamp,
+    };
+};
 export const normalized = (value) => String(value ?? '')
     .normalize('NFKC')
     .trim()
     .toLowerCase();
 /** Digits only, so `+84 90 123 4567` and `090-123-4567` compare equal. */
-export const dialled = (value) => String(value ?? '').replace(/\D/g, '');
+/** The comparable digits of a phone: its E.164 form without the plus. */
+export const dialled = (value) => (phoneKey(value) ?? '').replace(/\D/g, '');
 const jsonStrings = (value) => {
     if (typeof value === 'string') {
         try {
@@ -321,7 +341,7 @@ export async function saveCase(ctx, input, options = {}) {
             active: true,
             version: nextVersion,
             score: existing?.score ?? '0',
-            closedAt: closedAtFor(existing ?? {}, stage.terminalState, timestamp),
+            ...closingValues(existing ?? { teamId, assigneeUserId: input.assigneeUserId }, stage.terminalState, timestamp),
             updatedAt: timestamp,
         };
         if (existing) {
@@ -341,6 +361,7 @@ export async function saveCase(ctx, input, options = {}) {
             await tx.db.insert('crm.Case', {
                 id: input.id,
                 ...values,
+                originKind: input.kind,
                 threadId: thread.id,
                 createdByUserId: tx.actor ?? null,
                 createdAt: timestamp,
@@ -361,7 +382,8 @@ export async function saveCase(ctx, input, options = {}) {
             probability: String(input.probability ?? detail?.probability ?? '0'),
             expectedClosing: input.expectedClosing ?? detail?.expectedClosing ?? null,
             forecastCategory: input.forecastCategory ?? detail?.forecastCategory ?? 'pipeline',
-            lostReason: detail?.lostReason ?? null,
+            lostReason: existing && existing.terminalState === stage.terminalState ? (detail?.lostReason ?? null) : null,
+            lostReasonCode: existing && existing.terminalState === stage.terminalState ? (detail?.lostReasonCode ?? null) : null,
             sourceLeadId: detail?.sourceLeadId ?? null,
         };
         if (detail)
@@ -841,17 +863,27 @@ export async function moveCase(ctx, input) {
             active: true,
             version: n(held.version) + 1,
             updatedAt: timestamp,
-            closedAt: closedAtFor(held, stage.terminalState, timestamp),
+            ...closingValues(held, stage.terminalState, timestamp),
         };
         const changed = await tx.db.compareAndSet('crm.Case', { id: input.id }, { version: input.expectedVersion }, patch);
         if (!('dryRun' in changed) && !changed.matched)
             return invalid(issue('version', 'crm.error.stageConflict', { current: held.version }));
+        if (held.terminalState !== stage.terminalState) {
+            const detail = (await tx.db.select('crm.SalesDetail', { caseId: input.id }))[0];
+            if (detail)
+                await tx.db.update('crm.SalesDetail', { id: detail.id }, { lostReason: null, lostReasonCode: null });
+        }
         await addTimeline(tx, {
             id: `timeline:${input.id}:move:${input.idempotencyKey}`,
             caseId: input.id,
             eventType: 'stage',
             body: 'crm.timeline.stage',
-            metadata: { from: held.stageId, to: stage.id },
+            metadata: {
+                from: held.stageId,
+                to: stage.id,
+                terminalState: stage.terminalState,
+                ...closingValues(held, stage.terminalState, timestamp),
+            },
         });
         if (held.assigneeUserId && held.terminalState !== stage.terminalState)
             await tx.jobs.enqueue('crm.gamification', { userId: held.assigneeUserId }, { uniqueKey: `crm.gamification:${String(held.assigneeUserId)}` });