@voyantjs/crm 0.106.0 → 0.107.0

package/README.md

@@ -1,6 +1,6 @@
 # @voyantjs/crm
 
-CRM module for Voyant. People and organizations are the canonical person/company entities across the workspace. Includes pipelines, opportunities, quotes, activities, custom fields, notes, communications, segments, and CSV import/export.
+CRM module for Voyant. People and organizations are the canonical person/company entities across the workspace. Includes pipelines, Quotes, Quote Versions, activities, custom fields, notes, communications, segments, and CSV import/export.
 
 ## Install
 
@@ -25,8 +25,8 @@ const app = createApp({
 - **People** (`pers`) — canonical person record; syncs inline contact fields (email, phone, website) to `identity` module, while addresses are managed as dedicated identity address resources
 - **Organizations** (`org`) — canonical company record
 - **Pipelines** + **Stages** (`pipe`, `stg`) — sales funnels
-- **Opportunities** (`opp`, `oppp`) — deals attached to people/orgs
-- **Quotes** + **Quote lines** (`quot`, `qtln`)
+- **Quotes** (`quot`, `qprt`, `qprd`) — sales artifacts attached to people/orgs
+- **Quote Versions** + **Quote Version lines** (`qver`, `qtln`)
 - **Activities** (`act`, `actl`, `actp`) — tasks, calls, meetings, emails
 - **Custom fields** (`cfdf`, `cfvl`)
 - **Notes** — person (`pnot`), organization (`onot`)

package/dist/booking-extension.d.ts

@@ -22,8 +22,8 @@ export declare const bookingCrmDetails: import("drizzle-orm/pg-core").PgTableWit
             identity: undefined;
             generated: undefined;
         }, {}, {}>;
-        opportunityId: import("drizzle-orm/pg-core").PgColumn<{
-            name: "opportunity_id";
+        quoteId: import("drizzle-orm/pg-core").PgColumn<{
+            name: "quote_id";
             tableName: "booking_crm_details";
             dataType: "string";
             columnType: "PgText";
@@ -39,8 +39,8 @@ export declare const bookingCrmDetails: import("drizzle-orm/pg-core").PgTableWit
             identity: undefined;
             generated: undefined;
         }, {}, {}>;
-        quoteId: import("drizzle-orm/pg-core").PgColumn<{
-            name: "quote_id";
+        quoteVersionId: import("drizzle-orm/pg-core").PgColumn<{
+            name: "quote_version_id";
             tableName: "booking_crm_details";
             dataType: "string";
             columnType: "PgText";
@@ -96,14 +96,14 @@ export declare const bookingCrmDetails: import("drizzle-orm/pg-core").PgTableWit
 export type BookingCrmDetail = typeof bookingCrmDetails.$inferSelect;
 export type NewBookingCrmDetail = typeof bookingCrmDetails.$inferInsert;
 declare const bookingCrmDetailSchema: z.ZodObject<{
-    opportunityId: z.ZodNullable<z.ZodOptional<z.ZodString>>;
     quoteId: z.ZodNullable<z.ZodOptional<z.ZodString>>;
+    quoteVersionId: z.ZodNullable<z.ZodOptional<z.ZodString>>;
 }, z.core.$strip>;
 export declare const bookingCrmExtensionService: {
     get(db: PostgresJsDatabase, bookingId: string): Promise<{
         bookingId: string;
-        opportunityId: string | null;
         quoteId: string | null;
+        quoteVersionId: string | null;
         createdAt: Date;
         updatedAt: Date;
     } | null>;
@@ -111,8 +111,8 @@ export declare const bookingCrmExtensionService: {
         createdAt: Date;
         updatedAt: Date;
         bookingId: string;
-        opportunityId: string | null;
         quoteId: string | null;
+        quoteVersionId: string | null;
     } | null>;
     remove(db: PostgresJsDatabase, bookingId: string): Promise<{
         bookingId: string;

package/dist/booking-extension.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"booking-extension.d.ts","sourceRoot":"","sources":["../src/booking-extension.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,aAAa,EAAE,MAAM,uBAAuB,CAAA;AAG1D,OAAO,KAAK,EAAE,kBAAkB,EAAE,MAAM,yBAAyB,CAAA;AAEjE,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAA;AAIvB,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAa7B,CAAA;AAED,MAAM,MAAM,gBAAgB,GAAG,OAAO,iBAAiB,CAAC,YAAY,CAAA;AACpE,MAAM,MAAM,mBAAmB,GAAG,OAAO,iBAAiB,CAAC,YAAY,CAAA;AAIvE,QAAA,MAAM,sBAAsB;;;iBAG1B,CAAA;AAIF,eAAO,MAAM,0BAA0B;YACvB,kBAAkB,aAAa,MAAM;;;;;;;eAU7C,kBAAkB,aACX,MAAM,QACX,CAAC,CAAC,KAAK,CAAC,OAAO,sBAAsB,CAAC;;;;;;;eAqB7B,kBAAkB,aAAa,MAAM;;;CAOvD,CAAA;AA0CD,eAAO,MAAM,mBAAmB,EAAE,aAGjC,CAAA"}

package/dist/booking-extension.js

@@ -6,15 +6,18 @@ import { z } from "zod";
 // ---------- schema ----------
 export const bookingCrmDetails = pgTable("booking_crm_details", {
     bookingId: text("booking_id").primaryKey(),
-    opportunityId: text("opportunity_id"),
     quoteId: text("quote_id"),
+    quoteVersionId: text("quote_version_id"),
     createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
     updatedAt: timestamp("updated_at", { withTimezone: true }).notNull().defaultNow(),
-}, (t) => [index("idx_bcd_opportunity").on(t.opportunityId), index("idx_bcd_quote").on(t.quoteId)]);
+}, (t) => [
+    index("idx_bcd_quote").on(t.quoteId),
+    index("idx_bcd_quote_version").on(t.quoteVersionId),
+]);
 // ---------- validation ----------
 const bookingCrmDetailSchema = z.object({
-    opportunityId: z.string().optional().nullable(),
     quoteId: z.string().optional().nullable(),
+    quoteVersionId: z.string().optional().nullable(),
 });
 // ---------- service ----------
 export const bookingCrmExtensionService = {
@@ -31,14 +34,14 @@ export const bookingCrmExtensionService = {
             .insert(bookingCrmDetails)
             .values({
             bookingId,
-            opportunityId: data.opportunityId ?? null,
             quoteId: data.quoteId ?? null,
+            quoteVersionId: data.quoteVersionId ?? null,
         })
             .onConflictDoUpdate({
             target: bookingCrmDetails.bookingId,
             set: {
-                opportunityId: data.opportunityId ?? null,
                 quoteId: data.quoteId ?? null,
+                quoteVersionId: data.quoteVersionId ?? null,
                 updatedAt: new Date(),
             },
         })

package/dist/index.d.ts

@@ -22,14 +22,16 @@ export { crmBookingExtension } from "./booking-extension.js";
 export type { CustomerSignalCreatedEvent, CustomerSignalCreatedIntake } from "./events.js";
 export type { CrmRouteRuntime, CrmRouteRuntimeOptions, ResolveCrmKmsProvider, } from "./route-runtime.js";
 export { buildCrmRouteRuntime, CRM_ROUTE_RUNTIME_CONTAINER_KEY, } from "./route-runtime.js";
-export type { Activity, ActivityLink, ActivityParticipant, CommunicationLogEntry, CustomerSignal, CustomFieldDefinition, CustomFieldValue, NewActivity, NewActivityLink, NewActivityParticipant, NewCommunicationLogEntry, NewCustomerSignal, NewCustomFieldDefinition, NewCustomFieldValue, NewOpportunity, NewOpportunityParticipant, NewOpportunityProduct, NewOrganization, NewOrganizationNote, NewPerson, NewPersonDocument, NewPersonNote, NewPersonRelationship, NewPipeline, NewQuote, NewQuoteLine, NewSegment, NewSegmentMember, NewStage, Opportunity, OpportunityParticipant, OpportunityProduct, Organization, OrganizationNote, Person, PersonDocument, PersonNote, PersonRelationship, Pipeline, Quote, QuoteLine, Segment, SegmentMember, Stage, } from "./schema.js";
-export { activities, activityLinks, activityParticipants, communicationLog, customerSignalKindEnum, customerSignalSourceEnum, customerSignalStatusEnum, customerSignals, customFieldDefinitions, customFieldValues, opportunities, opportunityParticipants, opportunityProducts, organizationNotes, organizations, people, personDocuments, personDocumentTypeEnum, personNotes, personRelationshipKindEnum, personRelationships, pipelines, quoteLines, quotes, segmentMembers, segments, stages, } from "./schema.js";
+export type { Activity, ActivityLink, ActivityParticipant, CommunicationLogEntry, CustomerSignal, CustomFieldDefinition, CustomFieldValue, NewActivity, NewActivityLink, NewActivityParticipant, NewCommunicationLogEntry, NewCustomerSignal, NewCustomFieldDefinition, NewCustomFieldValue, NewOrganization, NewOrganizationNote, NewPerson, NewPersonDocument, NewPersonNote, NewPersonRelationship, NewPipeline, NewQuote, NewQuoteParticipant, NewQuoteProduct, NewQuoteVersion, NewQuoteVersionLine, NewSegment, NewSegmentMember, NewStage, Organization, OrganizationNote, Person, PersonDocument, PersonNote, PersonRelationship, Pipeline, Quote, QuoteParticipant, QuoteProduct, QuoteVersion, QuoteVersionLine, Segment, SegmentMember, Stage, } from "./schema.js";
+export { activities, activityLinks, activityParticipants, communicationLog, customerSignalKindEnum, customerSignalSourceEnum, customerSignalStatusEnum, customerSignals, customFieldDefinitions, customFieldValues, organizationNotes, organizations, people, personDocuments, personDocumentTypeEnum, personNotes, personRelationshipKindEnum, personRelationships, pipelines, quoteParticipants, quoteProducts, quotes, quoteVersionLines, quoteVersions, segmentMembers, segments, stages, } from "./schema.js";
 export type { CreateCustomerSignalInput, CustomerSignalListQuery, UpdateCustomerSignalInput, } from "./service/customer-signals.js";
 export { customerSignalsService } from "./service/customer-signals.js";
 export type { CreatePersonDocumentInput, PersonDocumentListQuery, PersonDocumentType, PersonTravelSnapshot, UpdatePersonDocumentInput, } from "./service/person-documents.js";
 export { personDocumentNumberPlaintextSchema, personDocumentsService, personPiiBlobPlaintextSchema, } from "./service/person-documents.js";
 export type { CreatePersonRelationshipInput, PersonRelationshipKind, PersonRelationshipListQuery, UpdatePersonRelationshipInput, } from "./service/person-relationships.js";
 export { personRelationshipsService } from "./service/person-relationships.js";
-export { activityListQuerySchema, communicationChannelSchema, communicationDirectionSchema, communicationListQuerySchema, customerSignalKindSchema, customerSignalListQuerySchema, customerSignalPrioritySchema, customerSignalSourceSchema, customerSignalStatusSchema, customFieldDefinitionListQuerySchema, customFieldValueListQuerySchema, insertActivityLinkSchema, insertActivityParticipantSchema, insertActivitySchema, insertCommunicationLogSchema, insertCustomerSignalSchema, insertCustomFieldDefinitionSchema, insertOpportunityParticipantSchema, insertOpportunityProductSchema, insertOpportunitySchema, insertOrganizationNoteSchema, insertOrganizationSchema, insertPersonDocumentFromPlaintextSchema, insertPersonDocumentSchema, insertPersonNoteSchema, insertPersonRelationshipSchema, insertPersonSchema, insertPipelineSchema, insertQuoteLineSchema, insertQuoteSchema, insertSegmentSchema, insertStageSchema, opportunityListQuerySchema, organizationListQuerySchema, personDocumentListQuerySchema, personDocumentTypeSchema, personListQuerySchema, personRelationshipKindSchema, personRelationshipListQuerySchema, pipelineListQuerySchema, quoteListQuerySchema, relationTypeSchema, resolveCustomerSignalSchema, stageListQuerySchema, updateActivitySchema, updateCustomerSignalSchema, updateCustomFieldDefinitionSchema, updateOpportunityProductSchema, updateOpportunitySchema, updateOrganizationSchema, updatePersonDocumentFromPlaintextSchema, updatePersonDocumentSchema, updatePersonProfilePiiSchema, updatePersonRelationshipSchema, updatePersonSchema, updatePipelineSchema, updateQuoteLineSchema, updateQuoteSchema, updateStageSchema, upsertCustomFieldValueSchema, } from "./validation.js";
+export type { AcceptQuoteVersionResult } from "./service/quote-versions.js";
+export { QuoteVersionConflictError } from "./service/quote-versions.js";
+export { acceptQuoteVersionSchema, activityListQuerySchema, applyTripSnapshotQuoteVersionLineSchema, applyTripSnapshotToQuoteVersionSchema, communicationChannelSchema, communicationDirectionSchema, communicationListQuerySchema, customerSignalKindSchema, customerSignalListQuerySchema, customerSignalPrioritySchema, customerSignalSourceSchema, customerSignalStatusSchema, customFieldDefinitionListQuerySchema, customFieldValueListQuerySchema, declineQuoteVersionSchema, expireQuoteVersionsSchema, insertActivityLinkSchema, insertActivityParticipantSchema, insertActivitySchema, insertCommunicationLogSchema, insertCustomerSignalSchema, insertCustomFieldDefinitionSchema, insertOrganizationNoteSchema, insertOrganizationSchema, insertPersonDocumentFromPlaintextSchema, insertPersonDocumentSchema, insertPersonNoteSchema, insertPersonRelationshipSchema, insertPersonSchema, insertPipelineSchema, insertQuoteParticipantSchema, insertQuoteProductSchema, insertQuoteSchema, insertQuoteVersionLineSchema, insertQuoteVersionSchema, insertSegmentSchema, insertStageSchema, organizationListQuerySchema, personDocumentListQuerySchema, personDocumentTypeSchema, personListQuerySchema, personRelationshipKindSchema, personRelationshipListQuerySchema, pipelineListQuerySchema, quoteListQuerySchema, quoteVersionListQuerySchema, relationTypeSchema, resolveCustomerSignalSchema, sendQuoteVersionSchema, stageListQuerySchema, updateActivitySchema, updateCustomerSignalSchema, updateCustomFieldDefinitionSchema, updateOrganizationSchema, updatePersonDocumentFromPlaintextSchema, updatePersonDocumentSchema, updatePersonProfilePiiSchema, updatePersonRelationshipSchema, updatePersonSchema, updatePipelineSchema, updateQuoteProductSchema, updateQuoteSchema, updateQuoteVersionLineSchema, updateQuoteVersionSchema, updateStageSchema, upsertCustomFieldValueSchema, } from "./validation.js";
 export { CUSTOMER_SIGNAL_CREATED_EVENT, crmService, emitCustomerSignalCreated };
 //# sourceMappingURL=index.d.ts.map

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package/dist/index.js

@@ -44,9 +44,10 @@ export function createCrmHonoModule(options = {}) {
 export const crmHonoModule = createCrmHonoModule();
 export { crmBookingExtension } from "./booking-extension.js";
 export { buildCrmRouteRuntime, CRM_ROUTE_RUNTIME_CONTAINER_KEY, } from "./route-runtime.js";
-export { activities, activityLinks, activityParticipants, communicationLog, customerSignalKindEnum, customerSignalSourceEnum, customerSignalStatusEnum, customerSignals, customFieldDefinitions, customFieldValues, opportunities, opportunityParticipants, opportunityProducts, organizationNotes, organizations, people, personDocuments, personDocumentTypeEnum, personNotes, personRelationshipKindEnum, personRelationships, pipelines, quoteLines, quotes, segmentMembers, segments, stages, } from "./schema.js";
+export { activities, activityLinks, activityParticipants, communicationLog, customerSignalKindEnum, customerSignalSourceEnum, customerSignalStatusEnum, customerSignals, customFieldDefinitions, customFieldValues, organizationNotes, organizations, people, personDocuments, personDocumentTypeEnum, personNotes, personRelationshipKindEnum, personRelationships, pipelines, quoteParticipants, quoteProducts, quotes, quoteVersionLines, quoteVersions, segmentMembers, segments, stages, } from "./schema.js";
 export { customerSignalsService } from "./service/customer-signals.js";
 export { personDocumentNumberPlaintextSchema, personDocumentsService, personPiiBlobPlaintextSchema, } from "./service/person-documents.js";
 export { personRelationshipsService } from "./service/person-relationships.js";
-export { activityListQuerySchema, communicationChannelSchema, communicationDirectionSchema, communicationListQuerySchema, customerSignalKindSchema, customerSignalListQuerySchema, customerSignalPrioritySchema, customerSignalSourceSchema, customerSignalStatusSchema, customFieldDefinitionListQuerySchema, customFieldValueListQuerySchema, insertActivityLinkSchema, insertActivityParticipantSchema, insertActivitySchema, insertCommunicationLogSchema, insertCustomerSignalSchema, insertCustomFieldDefinitionSchema, insertOpportunityParticipantSchema, insertOpportunityProductSchema, insertOpportunitySchema, insertOrganizationNoteSchema, insertOrganizationSchema, insertPersonDocumentFromPlaintextSchema, insertPersonDocumentSchema, insertPersonNoteSchema, insertPersonRelationshipSchema, insertPersonSchema, insertPipelineSchema, insertQuoteLineSchema, insertQuoteSchema, insertSegmentSchema, insertStageSchema, opportunityListQuerySchema, organizationListQuerySchema, personDocumentListQuerySchema, personDocumentTypeSchema, personListQuerySchema, personRelationshipKindSchema, personRelationshipListQuerySchema, pipelineListQuerySchema, quoteListQuerySchema, relationTypeSchema, resolveCustomerSignalSchema, stageListQuerySchema, updateActivitySchema, updateCustomerSignalSchema, updateCustomFieldDefinitionSchema, updateOpportunityProductSchema, updateOpportunitySchema, updateOrganizationSchema, updatePersonDocumentFromPlaintextSchema, updatePersonDocumentSchema, updatePersonProfilePiiSchema, updatePersonRelationshipSchema, updatePersonSchema, updatePipelineSchema, updateQuoteLineSchema, updateQuoteSchema, updateStageSchema, upsertCustomFieldValueSchema, } from "./validation.js";
+export { QuoteVersionConflictError } from "./service/quote-versions.js";
+export { acceptQuoteVersionSchema, activityListQuerySchema, applyTripSnapshotQuoteVersionLineSchema, applyTripSnapshotToQuoteVersionSchema, communicationChannelSchema, communicationDirectionSchema, communicationListQuerySchema, customerSignalKindSchema, customerSignalListQuerySchema, customerSignalPrioritySchema, customerSignalSourceSchema, customerSignalStatusSchema, customFieldDefinitionListQuerySchema, customFieldValueListQuerySchema, declineQuoteVersionSchema, expireQuoteVersionsSchema, insertActivityLinkSchema, insertActivityParticipantSchema, insertActivitySchema, insertCommunicationLogSchema, insertCustomerSignalSchema, insertCustomFieldDefinitionSchema, insertOrganizationNoteSchema, insertOrganizationSchema, insertPersonDocumentFromPlaintextSchema, insertPersonDocumentSchema, insertPersonNoteSchema, insertPersonRelationshipSchema, insertPersonSchema, insertPipelineSchema, insertQuoteParticipantSchema, insertQuoteProductSchema, insertQuoteSchema, insertQuoteVersionLineSchema, insertQuoteVersionSchema, insertSegmentSchema, insertStageSchema, organizationListQuerySchema, personDocumentListQuerySchema, personDocumentTypeSchema, personListQuerySchema, personRelationshipKindSchema, personRelationshipListQuerySchema, pipelineListQuerySchema, quoteListQuerySchema, quoteVersionListQuerySchema, relationTypeSchema, resolveCustomerSignalSchema, sendQuoteVersionSchema, stageListQuerySchema, updateActivitySchema, updateCustomerSignalSchema, updateCustomFieldDefinitionSchema, updateOrganizationSchema, updatePersonDocumentFromPlaintextSchema, updatePersonDocumentSchema, updatePersonProfilePiiSchema, updatePersonRelationshipSchema, updatePersonSchema, updatePipelineSchema, updateQuoteProductSchema, updateQuoteSchema, updateQuoteVersionLineSchema, updateQuoteVersionSchema, updateStageSchema, upsertCustomFieldValueSchema, } from "./validation.js";
 export { CUSTOMER_SIGNAL_CREATED_EVENT, crmService, emitCustomerSignalCreated };

package/dist/routes/activities.d.ts

@@ -168,7 +168,7 @@ export declare const activityRoutes: import("hono/hono-base").HonoBase<Env, {
                 data: {
                     id: string;
                     activityId: string;
-                    entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+                    entityType: "organization" | "person" | "quote" | "activity";
                     entityId: string;
                     role: "primary" | "related";
                     createdAt: string;
@@ -191,7 +191,7 @@ export declare const activityRoutes: import("hono/hono-base").HonoBase<Env, {
                     id: string;
                     createdAt: string;
                     role: "primary" | "related";
-                    entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+                    entityType: "organization" | "person" | "quote" | "activity";
                     entityId: string;
                     activityId: string;
                 } | undefined;

package/dist/routes/custom-fields.d.ts

@@ -12,7 +12,7 @@ export declare const customFieldRoutes: import("hono/hono-base").HonoBase<Env, {
             output: {
                 data: {
                     id: string;
-                    entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+                    entityType: "organization" | "person" | "quote" | "activity";
                     key: string;
                     label: string;
                     fieldType: "boolean" | "json" | "date" | "text" | "set" | "enum" | "phone" | "varchar" | "double" | "monetary" | "address";
@@ -47,7 +47,7 @@ export declare const customFieldRoutes: import("hono/hono-base").HonoBase<Env, {
                     createdAt: string;
                     key: string;
                     updatedAt: string;
-                    entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+                    entityType: "organization" | "person" | "quote" | "activity";
                     label: string;
                     fieldType: "boolean" | "json" | "date" | "text" | "set" | "enum" | "phone" | "varchar" | "double" | "monetary" | "address";
                     isRequired: boolean;
@@ -80,7 +80,7 @@ export declare const customFieldRoutes: import("hono/hono-base").HonoBase<Env, {
             output: {
                 data: {
                     id: string;
-                    entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+                    entityType: "organization" | "person" | "quote" | "activity";
                     key: string;
                     label: string;
                     fieldType: "boolean" | "json" | "date" | "text" | "set" | "enum" | "phone" | "varchar" | "double" | "monetary" | "address";
@@ -120,7 +120,7 @@ export declare const customFieldRoutes: import("hono/hono-base").HonoBase<Env, {
             output: {
                 data: {
                     id: string;
-                    entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+                    entityType: "organization" | "person" | "quote" | "activity";
                     key: string;
                     label: string;
                     fieldType: "boolean" | "json" | "date" | "text" | "set" | "enum" | "phone" | "varchar" | "double" | "monetary" | "address";
@@ -172,7 +172,7 @@ export declare const customFieldRoutes: import("hono/hono-base").HonoBase<Env, {
                 data: {
                     id: string;
                     definitionId: string;
-                    entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+                    entityType: "organization" | "person" | "quote" | "activity";
                     entityId: string;
                     textValue: string | null;
                     numberValue: number | null;
@@ -207,7 +207,7 @@ export declare const customFieldRoutes: import("hono/hono-base").HonoBase<Env, {
                     id: string;
                     createdAt: string;
                     updatedAt: string;
-                    entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+                    entityType: "organization" | "person" | "quote" | "activity";
                     entityId: string;
                     definitionId: string;
                     textValue: string | null;