@quotivity/cpq-inventory-core 0.1.0

package/lib/mapping.js

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+export const MAPPING_ROWS = [
+    {
+        id: 'catalog.products',
+        bucket: 'catalog',
+        from: 'Products, price books',
+        to: 'HubSpot product library, Quotivity price books',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'catalog.multicurrency',
+        bucket: 'catalog',
+        from: 'Multi-currency price books',
+        to: 'Price book entries carry a price per enabled portal currency',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'catalog.dcrStatic',
+        bucket: 'catalog',
+        from: 'Dated conversion rates, a single static rate',
+        to: 'A manually set HubSpot exchange rate',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'catalog.dcrTable',
+        bucket: 'catalog',
+        from: 'Dated conversion rates, a maintained rate table',
+        to: 'HubSpot holds one current rate per currency — a rate cannot be authored against a period',
+        verdict: 'Degraded',
+    },
+    {
+        id: 'configuration.bundles',
+        bucket: 'configuration',
+        from: 'Bundles, features, options, quantity bounds',
+        to: 'Bundles, bundle options, option products',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'configuration.exclusion',
+        bucket: 'configuration',
+        from: 'Option constraints — exclusion',
+        to: 'Compatibility Rules',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'configuration.dependency',
+        bucket: 'configuration',
+        from: 'Option constraints — dependency ("requires")',
+        to: 'Already satisfied when the required option is included with a default; otherwise Add add-on or Block',
+        verdict: 'Degraded',
+    },
+    {
+        id: 'configuration.minMax',
+        bucket: 'configuration',
+        from: 'Feature min/max option counts',
+        to: '"Pick one" and "Pick one or more" are native; a numeric cap needs a roll-up + Block',
+        verdict: 'Degraded',
+    },
+    {
+        id: 'configuration.nested',
+        bucket: 'configuration',
+        from: 'Nested bundles',
+        to: '—',
+        verdict: 'No target',
+    },
+    {
+        id: 'configuration.filter',
+        bucket: 'configuration',
+        from: 'Dynamic option sets (filter rules)',
+        to: '—',
+        verdict: 'No target',
+    },
+    {
+        id: 'configuration.lookup',
+        bucket: 'configuration',
+        from: 'Lookup queries on a product rule',
+        to: 'Depends on the custom object behind them, which the tool cannot read',
+        verdict: 'Further review',
+    },
+    {
+        id: 'discovery.attributes',
+        bucket: 'discovery',
+        from: 'Configuration attributes',
+        to: 'Header property + Update Bundle Members, or Guided Selling',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'discovery.guided',
+        bucket: 'discovery',
+        from: 'Guided selling processes',
+        to: 'Guided Selling flows + questions',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'price.tiers',
+        bucket: 'price',
+        from: 'Volume and tier pricing, attribute pricing',
+        to: 'Price book adjustments, pricing tables, variants',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'price.calculated',
+        bucket: 'price',
+        from: 'Cost-plus, percent-of-total, block pricing',
+        to: 'Calculated pricing (+ roll-ups)',
+        verdict: 'Clear path',
+        shape: 'Fan-out',
+    },
+    {
+        id: 'price.mdq',
+        bucket: 'price',
+        from: 'MDQ / segmented subscription pricing',
+        to: 'Ramp pricing; Update Bundle Members rules when bundled. Stepped quantity does not carry',
+        verdict: 'Degraded',
+    },
+    {
+        id: 'price.term',
+        bucket: 'price',
+        from: 'Subscription term and proration maths',
+        to: '—',
+        verdict: 'No target',
+    },
+    {
+        id: 'price.lookup',
+        bucket: 'price',
+        from: 'Lookup queries on a price rule',
+        to: 'Depends on the custom object behind them, which the tool cannot read',
+        verdict: 'Further review',
+    },
+    {
+        id: 'discounting.tiers',
+        bucket: 'discounting',
+        from: 'Discount schedules, per-line tiers',
+        to: 'Volume pricing tiers',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'discounting.quote',
+        bucket: 'discounting',
+        from: 'Schedules aggregating across the quote',
+        to: 'Quote-wide roll-up + calculated pricing formula',
+        verdict: 'Clear path',
+        shape: 'Fan-out',
+    },
+    {
+        id: 'discounting.group',
+        bucket: 'discounting',
+        from: 'Schedules aggregating across a quote line group',
+        to: 'Roll-up quote-wide or per bundle — grouping itself carries no functional aggregate',
+        verdict: 'Degraded',
+    },
+    {
+        id: 'discounting.contracted',
+        bucket: 'discounting',
+        from: 'Contracted pricing',
+        to: 'Price books assigned to companies',
+        verdict: 'Clear path',
+        shape: 'Fan-out',
+    },
+    {
+        id: 'guardrails.validation',
+        bucket: 'guardrails',
+        from: 'Validation rules',
+        to: 'Block',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'guardrails.alert',
+        bucket: 'guardrails',
+        from: 'Alert rules',
+        to: 'Notify',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'guardrails.flags',
+        bucket: 'guardrails',
+        from: 'Non-discountable, price-not-editable',
+        to: 'Price book editability, property-set rules',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'guardrails.custom',
+        bucket: 'guardrails',
+        from: 'Custom boolean condition logic on a rule',
+        to: 'Condition groups, the expression flattened',
+        verdict: 'Clear path',
+        shape: 'Fan-out',
+    },
+    {
+        id: 'approvals.rules',
+        bucket: 'approvals',
+        from: 'Approval rules and conditions',
+        to: 'Require Approval + approval queue',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'approvals.chains',
+        bucket: 'approvals',
+        from: 'Approval chains, ordering',
+        to: 'Stacked Request Quote Approval (v2) actions in a HubSpot workflow',
+        verdict: 'Clear path',
+        shape: 'Rebuild',
+    },
+    {
+        id: 'approvals.derived',
+        bucket: 'approvals',
+        from: 'Derived approvers, escalation',
+        to: 'Workflow routing',
+        verdict: 'Degraded',
+    },
+    {
+        id: 'output.groups',
+        bucket: 'output',
+        from: 'Quote line groups',
+        to: 'Template grouping of line items by a line item property',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'output.templates',
+        bucket: 'output',
+        from: 'Quote templates, sections, columns, terms',
+        to: 'Quotivity Templates, Terms Library',
+        verdict: 'Clear path',
+        shape: 'Rebuild',
+    },
+    {
+        id: 'lifecycle.renewals',
+        bucket: 'lifecycle',
+        from: 'Amendments, prorations, renewals',
+        to: 'HubSpot Contracts, change and renewal quotes',
+        verdict: 'Clear path',
+        shape: '1:1',
+    },
+    {
+        id: 'lifecycle.orders',
+        bucket: 'lifecycle',
+        from: 'Orders, assets',
+        to: '—',
+        verdict: 'No target',
+    },
+    {
+        id: 'code.custom',
+        bucket: 'code',
+        from: 'QCP, triggers and UI customisations on CPQ objects',
+        to: 'Calculated pricing, most likely — listed, not interpreted',
+        verdict: 'Further review',
+    },
+];
+export const VERDICT_MEANINGS = {
+    'Clear path': 'The behaviour survives and the route to it is known',
+    Degraded: 'The behaviour survives in part. The report names what is lost',
+    'No target': 'The behaviour does not survive. Needs a redesign or a product change',
+};
+export const SHAPE_MEANINGS = {
+    '1:1': 'One record becomes one record',
+    'Fan-out': 'One construct becomes several records, or several collapse into one',
+    Rebuild: 'Authored fresh in the target rather than imported',
+};
+//# sourceMappingURL=mapping.js.map

package/lib/report/assemble.d.ts

@@ -0,0 +1,16 @@
+import type { Classification } from '../classify/index.js';
+import type { Extraction } from '../extract/index.js';
+import type { ReportData } from './types.js';
+export interface AssembleOptions {
+    version: string;
+    runId: string;
+    org: {
+        name: string;
+        username: string;
+        instanceUrl: string;
+        orgId: string;
+    };
+    now?: Date;
+}
+export declare function assembleReport(ex: Extraction, cl: Classification, opts: AssembleOptions): ReportData;
+//# sourceMappingURL=assemble.d.ts.map