@talkpilot/core-db 1.3.45 → 1.3.47

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Files changed (215) hide show
  1. package/.cursor/rules/development.mdc +65 -65
  2. package/AGENTS.md +49 -0
  3. package/DEVELOPMENT.md +141 -141
  4. package/README.md +747 -747
  5. package/dist/talkpilot/clientsConfig/clientsConfig.types.d.ts +1 -0
  6. package/dist/talkpilot/clientsConfig/clientsConfig.types.d.ts.map +1 -1
  7. package/jest.config.js +20 -20
  8. package/package.json +46 -46
  9. package/src/__tests__/setup.ts +20 -20
  10. package/src/bulkWrite/__tests__/bulkWrite.spec.ts +65 -65
  11. package/src/bulkWrite/bulkWrite.ops.ts +45 -45
  12. package/src/bulkWrite/bulkWrite.types.ts +4 -4
  13. package/src/bulkWrite/index.ts +2 -2
  14. package/src/config.ts +9 -9
  15. package/src/configuration/index.ts +17 -17
  16. package/src/configuration/internalModels/index.ts +3 -3
  17. package/src/configuration/internalModels/internalModels.constants.ts +1 -1
  18. package/src/configuration/internalModels/internalModels.getters.ts +33 -33
  19. package/src/configuration/internalModels/internalModels.types.ts +12 -12
  20. package/src/configuration/models/index.ts +25 -25
  21. package/src/configuration/models/models.constants.ts +13 -13
  22. package/src/configuration/models/models.getters.ts +53 -53
  23. package/src/configuration/models/models.types.ts +79 -79
  24. package/src/configuration/mongodb-client.ts +62 -62
  25. package/src/configuration/prompts/index.ts +2 -2
  26. package/src/configuration/prompts/prompts.getters.ts +49 -49
  27. package/src/configuration/prompts/prompts.types.ts +11 -11
  28. package/src/connection.ts +81 -81
  29. package/src/index.ts +46 -46
  30. package/src/municipal/__tests__/validation.spec.ts +62 -62
  31. package/src/municipal/cities/cities.getters.ts +50 -50
  32. package/src/municipal/cities/cities.types.ts +11 -11
  33. package/src/municipal/cities/index.ts +2 -2
  34. package/src/municipal/departmentsSubjects/__tests__/departmentsSubjects.spec.ts +272 -272
  35. package/src/municipal/departmentsSubjects/departmentsSubjects.getters.ts +317 -317
  36. package/src/municipal/departmentsSubjects/departmentsSubjects.types.ts +73 -73
  37. package/src/municipal/departmentsSubjects/index.ts +9 -9
  38. package/src/municipal/index.ts +22 -22
  39. package/src/municipal/mongodb-client.ts +61 -61
  40. package/src/municipal/muniIssues/__tests__/muniIssues.setters.spec.ts +94 -94
  41. package/src/municipal/muniIssues/__tests__/muniIssues.setup.spec.ts +92 -92
  42. package/src/municipal/muniIssues/index.ts +17 -17
  43. package/src/municipal/muniIssues/muniIssues.constants.ts +18 -18
  44. package/src/municipal/muniIssues/muniIssues.getters.ts +24 -24
  45. package/src/municipal/muniIssues/muniIssues.schema.ts +66 -66
  46. package/src/municipal/muniIssues/muniIssues.setters.ts +24 -24
  47. package/src/municipal/muniIssues/muniIssues.setup.ts +65 -65
  48. package/src/municipal/muniIssues/muniIssues.types.ts +37 -37
  49. package/src/municipal/streets/__tests__/streets.spec.ts +253 -253
  50. package/src/municipal/streets/index.ts +2 -2
  51. package/src/municipal/streets/streets.getters.ts +140 -140
  52. package/src/municipal/streets/streets.types.ts +19 -19
  53. package/src/municipal/systemInstructions/__tests__/getters.spec.ts +113 -113
  54. package/src/municipal/systemInstructions/__tests__/setters.spec.ts +274 -274
  55. package/src/municipal/systemInstructions/index.ts +7 -7
  56. package/src/municipal/systemInstructions/instructions.getters.ts +57 -57
  57. package/src/municipal/systemInstructions/instructions.setters.ts +119 -119
  58. package/src/municipal/systemInstructions/instructions.types.ts +30 -30
  59. package/src/municipal/tickets/__tests__/tickets.getters.spec.ts +30 -30
  60. package/src/municipal/tickets/__tests__/tickets.statistics.spec.ts +99 -99
  61. package/src/municipal/tickets/index.ts +9 -9
  62. package/src/municipal/tickets/tickets.constants.ts +8 -8
  63. package/src/municipal/tickets/tickets.getters.ts +121 -121
  64. package/src/municipal/tickets/tickets.statistics.aggregation.ts +110 -110
  65. package/src/municipal/tickets/tickets.statistics.getters.ts +145 -145
  66. package/src/municipal/tickets/tickets.types.ts +54 -54
  67. package/src/municipal/utils/types.ts +11 -11
  68. package/src/talkpilot/__tests__/db.spec.ts +38 -38
  69. package/src/talkpilot/__tests__/mongodb-client.spec.ts +18 -18
  70. package/src/talkpilot/__tests__/validation.spec.ts +68 -68
  71. package/src/talkpilot/agents/__tests__/agents.getters.spec.ts +29 -29
  72. package/src/talkpilot/agents/agents.getters.ts +34 -34
  73. package/src/talkpilot/agents/agents.types.ts +14 -14
  74. package/src/talkpilot/agents/index.ts +2 -2
  75. package/src/talkpilot/backgroundToolResults/__tests__/backgroundToolResults.getters.spec.ts +147 -147
  76. package/src/talkpilot/backgroundToolResults/backgroundToolResults.getters.ts +65 -65
  77. package/src/talkpilot/backgroundToolResults/backgroundToolResults.types.ts +23 -23
  78. package/src/talkpilot/backgroundToolResults/index.ts +2 -2
  79. package/src/talkpilot/calls/__tests__/callStats.utils.spec.ts +128 -128
  80. package/src/talkpilot/calls/__tests__/calls.dashboard.spec.ts +229 -229
  81. package/src/talkpilot/calls/__tests__/calls.spec.ts +471 -471
  82. package/src/talkpilot/calls/__tests__/calls.statistics.spec.ts +483 -483
  83. package/src/talkpilot/calls/calls.constants.ts +49 -49
  84. package/src/talkpilot/calls/calls.getters.ts +277 -277
  85. package/src/talkpilot/calls/calls.statistics.getters.ts +668 -668
  86. package/src/talkpilot/calls/calls.statistics.types.ts +48 -48
  87. package/src/talkpilot/calls/calls.types.ts +134 -134
  88. package/src/talkpilot/calls/dashboard/calls.dashboard.ts +295 -295
  89. package/src/talkpilot/calls/dashboard/calls.dashboard.types.ts +57 -57
  90. package/src/talkpilot/calls/index.ts +6 -6
  91. package/src/talkpilot/clientAudioBuffers/__tests__/clientAudioBuffer.getters.spec.ts +160 -160
  92. package/src/talkpilot/clientAudioBuffers/clientAudioBuffer.getters.ts +117 -117
  93. package/src/talkpilot/clientAudioBuffers/clientsAudioBuffers.types.ts +25 -25
  94. package/src/talkpilot/clientAudioBuffers/index.ts +2 -2
  95. package/src/talkpilot/clients/__tests__/clients.quota.spec.ts +123 -123
  96. package/src/talkpilot/clients/clients.getters.ts +16 -16
  97. package/src/talkpilot/clients/clients.quota.getters.ts +119 -119
  98. package/src/talkpilot/clients/clients.quota.types.ts +27 -27
  99. package/src/talkpilot/clients/clients.types.ts +18 -18
  100. package/src/talkpilot/clients/index.ts +4 -4
  101. package/src/talkpilot/clientsConfig/__tests__/clientsConfig.getters.spec.ts +423 -423
  102. package/src/talkpilot/clientsConfig/__tests__/clientsConfig.spec.ts +212 -212
  103. package/src/talkpilot/clientsConfig/clientsConfig.constants.ts +2 -2
  104. package/src/talkpilot/clientsConfig/clientsConfig.getters.ts +247 -247
  105. package/src/talkpilot/clientsConfig/clientsConfig.types.ts +136 -135
  106. package/src/talkpilot/clientsConfig/index.ts +3 -3
  107. package/src/talkpilot/contextNotes/__tests__/contextNotes.getters.spec.ts +217 -217
  108. package/src/talkpilot/contextNotes/contextNotes.getters.ts +85 -85
  109. package/src/talkpilot/contextNotes/contextNotes.types.ts +20 -20
  110. package/src/talkpilot/contextNotes/index.ts +2 -2
  111. package/src/talkpilot/flows/__tests__/flows.schema.spec.ts +99 -99
  112. package/src/talkpilot/flows/flows.getter.ts +14 -14
  113. package/src/talkpilot/flows/flows.schema.ts +155 -155
  114. package/src/talkpilot/flows/flows.types.ts +189 -189
  115. package/src/talkpilot/flows/index.ts +2 -2
  116. package/src/talkpilot/groups/__tests__/groups.spec.ts +90 -90
  117. package/src/talkpilot/groups/__tests__/phone.utils.spec.ts +32 -32
  118. package/src/talkpilot/groups/groups.getters.ts +30 -30
  119. package/src/talkpilot/groups/groups.types.ts +29 -29
  120. package/src/talkpilot/groups/index.ts +3 -3
  121. package/src/talkpilot/groups/phone.utils.ts +46 -46
  122. package/src/talkpilot/index.ts +31 -31
  123. package/src/talkpilot/leads/index.ts +2 -2
  124. package/src/talkpilot/leads/leads.getter.ts +6 -6
  125. package/src/talkpilot/leads/leads.schema.ts +33 -33
  126. package/src/talkpilot/leads/leads.types.ts +20 -20
  127. package/src/talkpilot/mongodb-client.ts +78 -78
  128. package/src/talkpilot/phone_numbers/__tests__/phone_numbers.spec.ts +282 -282
  129. package/src/talkpilot/phone_numbers/index.ts +2 -2
  130. package/src/talkpilot/phone_numbers/phone_numbers.getter.ts +176 -176
  131. package/src/talkpilot/phone_numbers/phone_numbers.schema.ts +17 -17
  132. package/src/talkpilot/phone_numbers/phone_numbers.types.ts +30 -30
  133. package/src/talkpilot/plans/__tests__/plans.spec.ts +70 -70
  134. package/src/talkpilot/plans/index.ts +2 -2
  135. package/src/talkpilot/plans/plans.getters.ts +132 -132
  136. package/src/talkpilot/plans/plans.types.ts +89 -89
  137. package/src/talkpilot/products/__tests__/products.getters.spec.ts +44 -44
  138. package/src/talkpilot/products/index.ts +2 -2
  139. package/src/talkpilot/products/products.getters.ts +12 -12
  140. package/src/talkpilot/products/products.types.ts +9 -9
  141. package/src/talkpilot/results/index.ts +7 -7
  142. package/src/talkpilot/results/results.getter.ts +39 -39
  143. package/src/talkpilot/results/results.schema.ts +25 -25
  144. package/src/talkpilot/results/results.types.ts +34 -34
  145. package/src/talkpilot/retry_analyze/__tests__/retryAnalyze.getters.spec.ts +156 -156
  146. package/src/talkpilot/retry_analyze/index.ts +2 -2
  147. package/src/talkpilot/retry_analyze/retryAnalyze.getters.ts +84 -84
  148. package/src/talkpilot/retry_analyze/retryAnalyze.types.ts +13 -13
  149. package/src/talkpilot/sessions/__tests__/sessions.spec.ts +147 -147
  150. package/src/talkpilot/sessions/index.ts +2 -2
  151. package/src/talkpilot/sessions/sessions.getter.ts +92 -92
  152. package/src/talkpilot/sessions/sessions.schema.ts +34 -34
  153. package/src/talkpilot/sessions/sessions.types.ts +30 -30
  154. package/src/talkpilot/subscriptions/__tests__/subscriptions.getters.utils.spec.ts +45 -45
  155. package/src/talkpilot/subscriptions/index.ts +3 -3
  156. package/src/talkpilot/subscriptions/subscriptions.getters.ts +146 -146
  157. package/src/talkpilot/subscriptions/subscriptions.getters.utils.ts +33 -33
  158. package/src/talkpilot/subscriptions/subscriptions.types.ts +66 -66
  159. package/src/talkpilot/utils/__tests__/query.utils.spec.ts +49 -49
  160. package/src/talkpilot/utils/query.utils.ts +21 -21
  161. package/src/test-utils/db-utils.ts +33 -33
  162. package/src/test-utils/factories/index.ts +18 -18
  163. package/src/test-utils/factories/municipal/cities.ts +16 -16
  164. package/src/test-utils/factories/municipal/departmentsSubjects.ts +37 -37
  165. package/src/test-utils/factories/municipal/muniIssues.ts +32 -32
  166. package/src/test-utils/factories/municipal/streets.ts +22 -22
  167. package/src/test-utils/factories/municipal/tickets.ts +39 -39
  168. package/src/test-utils/factories/talkpilot/agents.ts +19 -19
  169. package/src/test-utils/factories/talkpilot/calls.ts +37 -37
  170. package/src/test-utils/factories/talkpilot/clientAudioBuffers.ts +20 -20
  171. package/src/test-utils/factories/talkpilot/clientsConfig.ts +18 -18
  172. package/src/test-utils/factories/talkpilot/contextNotes.ts +40 -40
  173. package/src/test-utils/factories/talkpilot/flows.ts +33 -33
  174. package/src/test-utils/factories/talkpilot/groups.ts +33 -33
  175. package/src/test-utils/factories/talkpilot/phone_numbers.ts +22 -22
  176. package/src/test-utils/factories/talkpilot/sessions.ts +35 -35
  177. package/src/test-utils/factories/websitalk/knowledgeDocuments.ts +29 -29
  178. package/src/test-utils/factories/websitalk/scanResources.ts +26 -26
  179. package/src/test-utils/factories/websitalk/scans.ts +29 -29
  180. package/src/test-utils/factories/websitalk/websiteUrls.ts +17 -17
  181. package/src/utils/date.utils.ts +126 -126
  182. package/src/utils/shared.types.ts +4 -4
  183. package/src/utils/validation.ts +23 -23
  184. package/src/websitalk/index.ts +18 -18
  185. package/src/websitalk/knowledgeDocuments/__tests__/knowledgeDocuments.spec.ts +186 -186
  186. package/src/websitalk/knowledgeDocuments/index.ts +3 -3
  187. package/src/websitalk/knowledgeDocuments/knowledgeDocuments.constants.ts +17 -17
  188. package/src/websitalk/knowledgeDocuments/knowledgeDocuments.getters.ts +78 -78
  189. package/src/websitalk/knowledgeDocuments/knowledgeDocuments.types.ts +62 -62
  190. package/src/websitalk/mongodb-client.ts +61 -61
  191. package/src/websitalk/scanResources/__tests__/scanResources.spec.ts +136 -136
  192. package/src/websitalk/scanResources/index.ts +4 -4
  193. package/src/websitalk/scanResources/scanResources.constants.ts +47 -47
  194. package/src/websitalk/scanResources/scanResources.getters.ts +94 -94
  195. package/src/websitalk/scanResources/scanResources.types.ts +90 -90
  196. package/src/websitalk/scanResources/scanResources.utils.ts +28 -28
  197. package/src/websitalk/scans/__tests__/scans.spec.ts +313 -313
  198. package/src/websitalk/scans/index.ts +4 -4
  199. package/src/websitalk/scans/scans.constants.ts +15 -15
  200. package/src/websitalk/scans/scans.getters.ts +166 -166
  201. package/src/websitalk/scans/scans.types.ts +54 -54
  202. package/src/websitalk/scans/scans.utils.ts +5 -5
  203. package/src/websitalk/websiteUrls/__tests__/websiteUrls.spec.ts +77 -77
  204. package/src/websitalk/websiteUrls/index.ts +2 -2
  205. package/src/websitalk/websiteUrls/websiteUrls.getters.ts +65 -65
  206. package/src/websitalk/websiteUrls/websiteUrls.types.ts +13 -13
  207. package/tsconfig.json +23 -23
  208. package/dist/talkpilot/clients/clients.quota.constants.d.ts +0 -2
  209. package/dist/talkpilot/clients/clients.quota.constants.d.ts.map +0 -1
  210. package/dist/talkpilot/clients/clients.quota.constants.js +0 -5
  211. package/dist/talkpilot/clients/clients.quota.constants.js.map +0 -1
  212. package/dist/talkpilot/clients/clients.quota.utils.d.ts +0 -8
  213. package/dist/talkpilot/clients/clients.quota.utils.d.ts.map +0 -1
  214. package/dist/talkpilot/clients/clients.quota.utils.js +0 -45
  215. package/dist/talkpilot/clients/clients.quota.utils.js.map +0 -1
@@ -1,217 +1,217 @@
1
- import {
2
- getContextNotesCollection,
3
- getContextNotes,
4
- getActiveContextNotes,
5
- createContextNote,
6
- setContextNoteEntries,
7
- setContextNoteConfig,
8
- deleteContextNoteEntry,
9
- } from "../contextNotes.getters";
10
- import { ObjectId } from "../../index";
11
- import {
12
- createContextNote as buildContextNote,
13
- createContextNoteEntry,
14
- } from "../../../test-utils/factories/talkpilot/contextNotes";
15
-
16
- describe("contextNotes getters", () => {
17
- it('should return the "contextNotes" collection', () => {
18
- const collection = getContextNotesCollection();
19
- expect(collection.collectionName).toBe("contextNotes");
20
- });
21
-
22
- it("should create a context note document and return its id", async () => {
23
- const doc = buildContextNote({ notes: [createContextNoteEntry()] });
24
- const id = await createContextNote(doc);
25
- expect(id).toBeInstanceOf(ObjectId);
26
-
27
- const saved = await getContextNotesCollection().findOne({ _id: id });
28
- expect(saved).toBeDefined();
29
- expect(saved?.clientId).toBe(doc.clientId);
30
- expect(saved?.notes).toHaveLength(1);
31
- });
32
-
33
- it("should return documents matching clientId and product", async () => {
34
- const clientId = new ObjectId().toString();
35
- await createContextNote(
36
- buildContextNote({ clientId, product: "Municipal" }),
37
- );
38
- await createContextNote(buildContextNote({ clientId, product: "Clinics" }));
39
- await createContextNote(buildContextNote({ product: "Municipal" })); // different client
40
-
41
- const results = await getContextNotes(clientId, "Municipal");
42
- expect(results).toHaveLength(1);
43
- expect(results[0].clientId).toBe(clientId);
44
- expect(results[0].product).toBe("Municipal");
45
- });
46
-
47
- it("should not return documents for a different product", async () => {
48
- const clientId = new ObjectId().toString();
49
- await createContextNote(
50
- buildContextNote({ clientId, product: "Municipal" }),
51
- );
52
- await createContextNote(buildContextNote({ clientId, product: "Clinics" }));
53
-
54
- const results = await getContextNotes(clientId, "Rcure");
55
- expect(results).toHaveLength(0);
56
- });
57
-
58
- it("should return only active notes for a client and product", async () => {
59
- const clientId = new ObjectId().toString();
60
- const now = new Date();
61
- const past = new Date(now.getTime() - 10000);
62
- const future = new Date(now.getTime() + 10000);
63
-
64
- const activeNote = createContextNoteEntry({
65
- activeFrom: past,
66
- expiresAt: future,
67
- });
68
- const expiredNote = createContextNoteEntry({
69
- activeFrom: past,
70
- expiresAt: past,
71
- });
72
- const notYetActiveNote = createContextNoteEntry({
73
- activeFrom: future,
74
- expiresAt: null,
75
- });
76
- const noExpiryNote = createContextNoteEntry({
77
- activeFrom: past,
78
- expiresAt: null,
79
- });
80
-
81
- await createContextNote(
82
- buildContextNote({
83
- clientId,
84
- product: "Municipal",
85
- notes: [activeNote, expiredNote, notYetActiveNote, noExpiryNote],
86
- }),
87
- );
88
-
89
- const results = await getActiveContextNotes(clientId, "Municipal");
90
- expect(results).toHaveLength(2);
91
- expect(results.map((n) => n._id.toString())).toEqual(
92
- expect.arrayContaining([
93
- activeNote._id.toString(),
94
- noExpiryNote._id.toString(),
95
- ]),
96
- );
97
- });
98
-
99
- it("should replace the notes array on a document", async () => {
100
- const doc = buildContextNote({
101
- notes: [createContextNoteEntry(), createContextNoteEntry()],
102
- });
103
- const id = await createContextNote(doc);
104
-
105
- const newNotes = [createContextNoteEntry({ title: "updated" })];
106
- const updated = await setContextNoteEntries(id, doc.clientId, newNotes);
107
- expect(updated).toBe(true);
108
-
109
- const saved = await getContextNotesCollection().findOne({ _id: id });
110
- expect(saved?.notes).toHaveLength(1);
111
- expect(saved?.notes[0].title).toBe("updated");
112
- });
113
-
114
- it("should return false when setContextNoteEntries targets a non-existent document", async () => {
115
- const result = await setContextNoteEntries(new ObjectId(), "nobody", []);
116
- expect(result).toBe(false);
117
- });
118
-
119
- it("should store and retrieve a systemPrompt set at creation", async () => {
120
- const doc = buildContextNote({
121
- systemPrompt: "Treat this information as highly reliable.",
122
- });
123
- const id = await createContextNote(doc);
124
-
125
- const saved = await getContextNotesCollection().findOne({ _id: id });
126
- expect(saved?.systemPrompt).toBe(
127
- "Treat this information as highly reliable.",
128
- );
129
- });
130
-
131
- it("should not touch systemPrompt or product when setContextNoteEntries is called", async () => {
132
- const doc = buildContextNote({
133
- notes: [],
134
- systemPrompt: "Original instructions.",
135
- product: "Municipal",
136
- });
137
- const id = await createContextNote(doc);
138
-
139
- await setContextNoteEntries(id, doc.clientId, [createContextNoteEntry()]);
140
-
141
- const saved = await getContextNotesCollection().findOne({ _id: id });
142
- expect(saved?.systemPrompt).toBe("Original instructions.");
143
- expect(saved?.product).toBe("Municipal");
144
- expect(saved?.notes).toHaveLength(1);
145
- });
146
-
147
- it("should update systemPrompt via setContextNoteConfig", async () => {
148
- const doc = buildContextNote({ notes: [] });
149
- const id = await createContextNote(doc);
150
-
151
- const updated = await setContextNoteConfig(id, doc.clientId, {
152
- systemPrompt: "New instructions.",
153
- });
154
- expect(updated).toBe(true);
155
-
156
- const saved = await getContextNotesCollection().findOne({ _id: id });
157
- expect(saved?.systemPrompt).toBe("New instructions.");
158
- });
159
-
160
- it("should update product via setContextNoteConfig", async () => {
161
- const doc = buildContextNote({ product: "Municipal" });
162
- const id = await createContextNote(doc);
163
-
164
- const updated = await setContextNoteConfig(id, doc.clientId, {
165
- product: "Clinics",
166
- });
167
- expect(updated).toBe(true);
168
-
169
- const saved = await getContextNotesCollection().findOne({ _id: id });
170
- expect(saved?.product).toBe("Clinics");
171
- });
172
-
173
- it("should return false from setContextNoteConfig when no fields are provided", async () => {
174
- const doc = buildContextNote({});
175
- const id = await createContextNote(doc);
176
-
177
- const result = await setContextNoteConfig(id, doc.clientId, {});
178
- expect(result).toBe(false);
179
- });
180
-
181
- it("should return false from setContextNoteConfig for a non-existent document", async () => {
182
- const result = await setContextNoteConfig(new ObjectId(), "nobody", {
183
- systemPrompt: "x",
184
- });
185
- expect(result).toBe(false);
186
- });
187
-
188
- it("should delete a single note entry by id", async () => {
189
- const noteToKeep = createContextNoteEntry();
190
- const noteToDelete = createContextNoteEntry();
191
- const doc = buildContextNote({ notes: [noteToKeep, noteToDelete] });
192
- const id = await createContextNote(doc);
193
-
194
- const deleted = await deleteContextNoteEntry(
195
- id,
196
- doc.clientId,
197
- noteToDelete._id,
198
- );
199
- expect(deleted).toBe(true);
200
-
201
- const saved = await getContextNotesCollection().findOne({ _id: id });
202
- expect(saved?.notes).toHaveLength(1);
203
- expect(saved?.notes[0]._id.toString()).toBe(noteToKeep._id.toString());
204
- });
205
-
206
- it("should return false when deleteContextNoteEntry targets a non-existent note", async () => {
207
- const doc = buildContextNote({ notes: [] });
208
- const id = await createContextNote(doc);
209
-
210
- const result = await deleteContextNoteEntry(
211
- id,
212
- doc.clientId,
213
- new ObjectId(),
214
- );
215
- expect(result).toBe(false);
216
- });
217
- });
1
+ import {
2
+ getContextNotesCollection,
3
+ getContextNotes,
4
+ getActiveContextNotes,
5
+ createContextNote,
6
+ setContextNoteEntries,
7
+ setContextNoteConfig,
8
+ deleteContextNoteEntry,
9
+ } from "../contextNotes.getters";
10
+ import { ObjectId } from "../../index";
11
+ import {
12
+ createContextNote as buildContextNote,
13
+ createContextNoteEntry,
14
+ } from "../../../test-utils/factories/talkpilot/contextNotes";
15
+
16
+ describe("contextNotes getters", () => {
17
+ it('should return the "contextNotes" collection', () => {
18
+ const collection = getContextNotesCollection();
19
+ expect(collection.collectionName).toBe("contextNotes");
20
+ });
21
+
22
+ it("should create a context note document and return its id", async () => {
23
+ const doc = buildContextNote({ notes: [createContextNoteEntry()] });
24
+ const id = await createContextNote(doc);
25
+ expect(id).toBeInstanceOf(ObjectId);
26
+
27
+ const saved = await getContextNotesCollection().findOne({ _id: id });
28
+ expect(saved).toBeDefined();
29
+ expect(saved?.clientId).toBe(doc.clientId);
30
+ expect(saved?.notes).toHaveLength(1);
31
+ });
32
+
33
+ it("should return documents matching clientId and product", async () => {
34
+ const clientId = new ObjectId().toString();
35
+ await createContextNote(
36
+ buildContextNote({ clientId, product: "Municipal" }),
37
+ );
38
+ await createContextNote(buildContextNote({ clientId, product: "Clinics" }));
39
+ await createContextNote(buildContextNote({ product: "Municipal" })); // different client
40
+
41
+ const results = await getContextNotes(clientId, "Municipal");
42
+ expect(results).toHaveLength(1);
43
+ expect(results[0].clientId).toBe(clientId);
44
+ expect(results[0].product).toBe("Municipal");
45
+ });
46
+
47
+ it("should not return documents for a different product", async () => {
48
+ const clientId = new ObjectId().toString();
49
+ await createContextNote(
50
+ buildContextNote({ clientId, product: "Municipal" }),
51
+ );
52
+ await createContextNote(buildContextNote({ clientId, product: "Clinics" }));
53
+
54
+ const results = await getContextNotes(clientId, "Rcure");
55
+ expect(results).toHaveLength(0);
56
+ });
57
+
58
+ it("should return only active notes for a client and product", async () => {
59
+ const clientId = new ObjectId().toString();
60
+ const now = new Date();
61
+ const past = new Date(now.getTime() - 10000);
62
+ const future = new Date(now.getTime() + 10000);
63
+
64
+ const activeNote = createContextNoteEntry({
65
+ activeFrom: past,
66
+ expiresAt: future,
67
+ });
68
+ const expiredNote = createContextNoteEntry({
69
+ activeFrom: past,
70
+ expiresAt: past,
71
+ });
72
+ const notYetActiveNote = createContextNoteEntry({
73
+ activeFrom: future,
74
+ expiresAt: null,
75
+ });
76
+ const noExpiryNote = createContextNoteEntry({
77
+ activeFrom: past,
78
+ expiresAt: null,
79
+ });
80
+
81
+ await createContextNote(
82
+ buildContextNote({
83
+ clientId,
84
+ product: "Municipal",
85
+ notes: [activeNote, expiredNote, notYetActiveNote, noExpiryNote],
86
+ }),
87
+ );
88
+
89
+ const results = await getActiveContextNotes(clientId, "Municipal");
90
+ expect(results).toHaveLength(2);
91
+ expect(results.map((n) => n._id.toString())).toEqual(
92
+ expect.arrayContaining([
93
+ activeNote._id.toString(),
94
+ noExpiryNote._id.toString(),
95
+ ]),
96
+ );
97
+ });
98
+
99
+ it("should replace the notes array on a document", async () => {
100
+ const doc = buildContextNote({
101
+ notes: [createContextNoteEntry(), createContextNoteEntry()],
102
+ });
103
+ const id = await createContextNote(doc);
104
+
105
+ const newNotes = [createContextNoteEntry({ title: "updated" })];
106
+ const updated = await setContextNoteEntries(id, doc.clientId, newNotes);
107
+ expect(updated).toBe(true);
108
+
109
+ const saved = await getContextNotesCollection().findOne({ _id: id });
110
+ expect(saved?.notes).toHaveLength(1);
111
+ expect(saved?.notes[0].title).toBe("updated");
112
+ });
113
+
114
+ it("should return false when setContextNoteEntries targets a non-existent document", async () => {
115
+ const result = await setContextNoteEntries(new ObjectId(), "nobody", []);
116
+ expect(result).toBe(false);
117
+ });
118
+
119
+ it("should store and retrieve a systemPrompt set at creation", async () => {
120
+ const doc = buildContextNote({
121
+ systemPrompt: "Treat this information as highly reliable.",
122
+ });
123
+ const id = await createContextNote(doc);
124
+
125
+ const saved = await getContextNotesCollection().findOne({ _id: id });
126
+ expect(saved?.systemPrompt).toBe(
127
+ "Treat this information as highly reliable.",
128
+ );
129
+ });
130
+
131
+ it("should not touch systemPrompt or product when setContextNoteEntries is called", async () => {
132
+ const doc = buildContextNote({
133
+ notes: [],
134
+ systemPrompt: "Original instructions.",
135
+ product: "Municipal",
136
+ });
137
+ const id = await createContextNote(doc);
138
+
139
+ await setContextNoteEntries(id, doc.clientId, [createContextNoteEntry()]);
140
+
141
+ const saved = await getContextNotesCollection().findOne({ _id: id });
142
+ expect(saved?.systemPrompt).toBe("Original instructions.");
143
+ expect(saved?.product).toBe("Municipal");
144
+ expect(saved?.notes).toHaveLength(1);
145
+ });
146
+
147
+ it("should update systemPrompt via setContextNoteConfig", async () => {
148
+ const doc = buildContextNote({ notes: [] });
149
+ const id = await createContextNote(doc);
150
+
151
+ const updated = await setContextNoteConfig(id, doc.clientId, {
152
+ systemPrompt: "New instructions.",
153
+ });
154
+ expect(updated).toBe(true);
155
+
156
+ const saved = await getContextNotesCollection().findOne({ _id: id });
157
+ expect(saved?.systemPrompt).toBe("New instructions.");
158
+ });
159
+
160
+ it("should update product via setContextNoteConfig", async () => {
161
+ const doc = buildContextNote({ product: "Municipal" });
162
+ const id = await createContextNote(doc);
163
+
164
+ const updated = await setContextNoteConfig(id, doc.clientId, {
165
+ product: "Clinics",
166
+ });
167
+ expect(updated).toBe(true);
168
+
169
+ const saved = await getContextNotesCollection().findOne({ _id: id });
170
+ expect(saved?.product).toBe("Clinics");
171
+ });
172
+
173
+ it("should return false from setContextNoteConfig when no fields are provided", async () => {
174
+ const doc = buildContextNote({});
175
+ const id = await createContextNote(doc);
176
+
177
+ const result = await setContextNoteConfig(id, doc.clientId, {});
178
+ expect(result).toBe(false);
179
+ });
180
+
181
+ it("should return false from setContextNoteConfig for a non-existent document", async () => {
182
+ const result = await setContextNoteConfig(new ObjectId(), "nobody", {
183
+ systemPrompt: "x",
184
+ });
185
+ expect(result).toBe(false);
186
+ });
187
+
188
+ it("should delete a single note entry by id", async () => {
189
+ const noteToKeep = createContextNoteEntry();
190
+ const noteToDelete = createContextNoteEntry();
191
+ const doc = buildContextNote({ notes: [noteToKeep, noteToDelete] });
192
+ const id = await createContextNote(doc);
193
+
194
+ const deleted = await deleteContextNoteEntry(
195
+ id,
196
+ doc.clientId,
197
+ noteToDelete._id,
198
+ );
199
+ expect(deleted).toBe(true);
200
+
201
+ const saved = await getContextNotesCollection().findOne({ _id: id });
202
+ expect(saved?.notes).toHaveLength(1);
203
+ expect(saved?.notes[0]._id.toString()).toBe(noteToKeep._id.toString());
204
+ });
205
+
206
+ it("should return false when deleteContextNoteEntry targets a non-existent note", async () => {
207
+ const doc = buildContextNote({ notes: [] });
208
+ const id = await createContextNote(doc);
209
+
210
+ const result = await deleteContextNoteEntry(
211
+ id,
212
+ doc.clientId,
213
+ new ObjectId(),
214
+ );
215
+ expect(result).toBe(false);
216
+ });
217
+ });
@@ -1,85 +1,85 @@
1
- import { Collection, ObjectId, WithId } from "mongodb";
2
- import { getDb } from "../index";
3
- import type { ContextNote, ContextNoteEntry } from "./contextNotes.types";
4
-
5
- export const getContextNotesCollection = (): Collection<ContextNote> => {
6
- return getDb().collection<ContextNote>("contextNotes");
7
- };
8
-
9
- /** Returns all context note documents matching a clientId and product. */
10
- export const getContextNotes = (
11
- clientId: string,
12
- product: string,
13
- ): Promise<WithId<ContextNote>[]> => {
14
- return getContextNotesCollection().find({ clientId, product }).toArray();
15
- };
16
-
17
- /** Returns all currently active note entries across matching documents */
18
- export const getActiveContextNotes = async (
19
- clientId: string,
20
- product: string,
21
- ): Promise<ContextNoteEntry[]> => {
22
- const docs = await getContextNotes(clientId, product);
23
- const now = new Date();
24
- return docs.flatMap((doc) =>
25
- doc.notes.filter(
26
- (note) =>
27
- note.activeFrom <= now &&
28
- (note.expiresAt === null || note.expiresAt > now),
29
- ),
30
- );
31
- };
32
-
33
- /** Creates a new context note document. */
34
- export const createContextNote = (
35
- data: Omit<ContextNote, "_id">,
36
- ): Promise<ObjectId> => {
37
- return getContextNotesCollection()
38
- .insertOne({ ...data, _id: new ObjectId() } as ContextNote)
39
- .then((r) => r.insertedId);
40
- };
41
-
42
- /** Replaces the full notes array on a context note document. */
43
- export const setContextNoteEntries = async (
44
- id: ObjectId,
45
- clientId: string,
46
- notes: ContextNoteEntry[],
47
- ): Promise<boolean> => {
48
- const result = await getContextNotesCollection().updateOne(
49
- { _id: id, clientId },
50
- { $set: { notes } },
51
- );
52
- return result.matchedCount > 0;
53
- };
54
-
55
- /** Updates the configuration fields (systemPrompt, product) on a context note document. */
56
- export const setContextNoteConfig = async (
57
- id: ObjectId,
58
- clientId: string,
59
- config: { systemPrompt?: string; product?: string },
60
- ): Promise<boolean> => {
61
- const fields: Partial<ContextNote> = {};
62
- if (config.systemPrompt !== undefined)
63
- fields.systemPrompt = config.systemPrompt;
64
- if (config.product !== undefined) fields.product = config.product;
65
- if (!Object.keys(fields).length) return false;
66
-
67
- const result = await getContextNotesCollection().updateOne(
68
- { _id: id, clientId },
69
- { $set: fields },
70
- );
71
- return result.matchedCount > 0;
72
- };
73
-
74
- /** Removes a single note entry from a document by its _id. */
75
- export const deleteContextNoteEntry = async (
76
- id: ObjectId,
77
- clientId: string,
78
- noteId: ObjectId,
79
- ): Promise<boolean> => {
80
- const result = await getContextNotesCollection().updateOne(
81
- { _id: id, clientId },
82
- { $pull: { notes: { _id: noteId } as any } },
83
- );
84
- return result.modifiedCount > 0;
85
- };
1
+ import { Collection, ObjectId, WithId } from "mongodb";
2
+ import { getDb } from "../index";
3
+ import type { ContextNote, ContextNoteEntry } from "./contextNotes.types";
4
+
5
+ export const getContextNotesCollection = (): Collection<ContextNote> => {
6
+ return getDb().collection<ContextNote>("contextNotes");
7
+ };
8
+
9
+ /** Returns all context note documents matching a clientId and product. */
10
+ export const getContextNotes = (
11
+ clientId: string,
12
+ product: string,
13
+ ): Promise<WithId<ContextNote>[]> => {
14
+ return getContextNotesCollection().find({ clientId, product }).toArray();
15
+ };
16
+
17
+ /** Returns all currently active note entries across matching documents */
18
+ export const getActiveContextNotes = async (
19
+ clientId: string,
20
+ product: string,
21
+ ): Promise<ContextNoteEntry[]> => {
22
+ const docs = await getContextNotes(clientId, product);
23
+ const now = new Date();
24
+ return docs.flatMap((doc) =>
25
+ doc.notes.filter(
26
+ (note) =>
27
+ note.activeFrom <= now &&
28
+ (note.expiresAt === null || note.expiresAt > now),
29
+ ),
30
+ );
31
+ };
32
+
33
+ /** Creates a new context note document. */
34
+ export const createContextNote = (
35
+ data: Omit<ContextNote, "_id">,
36
+ ): Promise<ObjectId> => {
37
+ return getContextNotesCollection()
38
+ .insertOne({ ...data, _id: new ObjectId() } as ContextNote)
39
+ .then((r) => r.insertedId);
40
+ };
41
+
42
+ /** Replaces the full notes array on a context note document. */
43
+ export const setContextNoteEntries = async (
44
+ id: ObjectId,
45
+ clientId: string,
46
+ notes: ContextNoteEntry[],
47
+ ): Promise<boolean> => {
48
+ const result = await getContextNotesCollection().updateOne(
49
+ { _id: id, clientId },
50
+ { $set: { notes } },
51
+ );
52
+ return result.matchedCount > 0;
53
+ };
54
+
55
+ /** Updates the configuration fields (systemPrompt, product) on a context note document. */
56
+ export const setContextNoteConfig = async (
57
+ id: ObjectId,
58
+ clientId: string,
59
+ config: { systemPrompt?: string; product?: string },
60
+ ): Promise<boolean> => {
61
+ const fields: Partial<ContextNote> = {};
62
+ if (config.systemPrompt !== undefined)
63
+ fields.systemPrompt = config.systemPrompt;
64
+ if (config.product !== undefined) fields.product = config.product;
65
+ if (!Object.keys(fields).length) return false;
66
+
67
+ const result = await getContextNotesCollection().updateOne(
68
+ { _id: id, clientId },
69
+ { $set: fields },
70
+ );
71
+ return result.matchedCount > 0;
72
+ };
73
+
74
+ /** Removes a single note entry from a document by its _id. */
75
+ export const deleteContextNoteEntry = async (
76
+ id: ObjectId,
77
+ clientId: string,
78
+ noteId: ObjectId,
79
+ ): Promise<boolean> => {
80
+ const result = await getContextNotesCollection().updateOne(
81
+ { _id: id, clientId },
82
+ { $pull: { notes: { _id: noteId } as any } },
83
+ );
84
+ return result.modifiedCount > 0;
85
+ };
@@ -1,20 +1,20 @@
1
- import { ObjectId } from "mongodb";
2
-
3
- export type ContextNoteEntry = {
4
- _id: ObjectId;
5
- title: string;
6
- content: string;
7
- activeFrom: Date;
8
- expiresAt: Date | null;
9
- createdAt: Date;
10
- updatedAt: Date;
11
- };
12
-
13
- export type ContextNote = {
14
- _id: ObjectId;
15
- clientId: string;
16
- product: string;
17
- notes: ContextNoteEntry[];
18
- /** instructions for how the LLM should treat context info */
19
- systemPrompt?: string;
20
- };
1
+ import { ObjectId } from "mongodb";
2
+
3
+ export type ContextNoteEntry = {
4
+ _id: ObjectId;
5
+ title: string;
6
+ content: string;
7
+ activeFrom: Date;
8
+ expiresAt: Date | null;
9
+ createdAt: Date;
10
+ updatedAt: Date;
11
+ };
12
+
13
+ export type ContextNote = {
14
+ _id: ObjectId;
15
+ clientId: string;
16
+ product: string;
17
+ notes: ContextNoteEntry[];
18
+ /** instructions for how the LLM should treat context info */
19
+ systemPrompt?: string;
20
+ };
@@ -1,2 +1,2 @@
1
- export * from "./contextNotes.types";
2
- export * from "./contextNotes.getters";
1
+ export * from "./contextNotes.types";
2
+ export * from "./contextNotes.getters";