@voyantjs/crm 0.106.1 → 0.107.1

package/dist/schema-sales.d.ts.map

@@ -1 +1 @@
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package/dist/schema-sales.js

@@ -1,10 +1,10 @@
 import { typeId, typeIdRef } from "@voyantjs/db/lib/typeid-column";
 import { boolean, date, index, integer, jsonb, pgTable, text, timestamp, uniqueIndex, } from "drizzle-orm/pg-core";
 import { organizations, people } from "./schema-accounts.js";
-import { entityTypeEnum, opportunityStatusEnum, participantRoleEnum, quoteStatusEnum, } from "./schema-shared.js";
+import { entityTypeEnum, participantRoleEnum, quoteStatusEnum, quoteVersionStatusEnum, } from "./schema-shared.js";
 export const pipelines = pgTable("pipelines", {
     id: typeId("pipelines"),
-    entityType: entityTypeEnum("entity_type").notNull().default("opportunity"),
+    entityType: entityTypeEnum("entity_type").notNull().default("quote"),
     name: text("name").notNull(),
     isDefault: boolean("is_default").notNull().default(false),
     sortOrder: integer("sort_order").notNull().default(0),
@@ -35,8 +35,8 @@ export const stages = pgTable("stages", {
     index("idx_stages_pipeline_sort").on(table.pipelineId, table.sortOrder, table.createdAt),
     uniqueIndex("uidx_stages_pipeline_name").on(table.pipelineId, table.name),
 ]);
-export const opportunities = pgTable("opportunities", {
-    id: typeId("opportunities"),
+export const quotes = pgTable("quotes", {
+    id: typeId("quotes"),
     title: text("title").notNull(),
     personId: typeIdRef("person_id").references(() => people.id, { onDelete: "set null" }),
     organizationId: typeIdRef("organization_id").references(() => organizations.id, {
@@ -49,7 +49,8 @@ export const opportunities = pgTable("opportunities", {
         .notNull()
         .references(() => stages.id, { onDelete: "restrict" }),
     ownerId: text("owner_id"),
-    status: opportunityStatusEnum("status").notNull().default("open"),
+    status: quoteStatusEnum("status").notNull().default("open"),
+    acceptedVersionId: typeIdRef("accepted_version_id"),
     valueAmountCents: integer("value_amount_cents"),
     valueCurrency: text("value_currency"),
     expectedCloseDate: date("expected_close_date"),
@@ -62,24 +63,25 @@ export const opportunities = pgTable("opportunities", {
     stageChangedAt: timestamp("stage_changed_at", { withTimezone: true }).notNull().defaultNow(),
     closedAt: timestamp("closed_at", { withTimezone: true }),
 }, (table) => [
-    index("idx_opportunities_person").on(table.personId),
-    index("idx_opportunities_org").on(table.organizationId),
-    index("idx_opportunities_pipeline").on(table.pipelineId),
-    index("idx_opportunities_stage").on(table.stageId),
-    index("idx_opportunities_owner").on(table.ownerId),
-    index("idx_opportunities_status").on(table.status),
-    index("idx_opportunities_person_updated").on(table.personId, table.updatedAt),
-    index("idx_opportunities_org_updated").on(table.organizationId, table.updatedAt),
-    index("idx_opportunities_pipeline_updated").on(table.pipelineId, table.updatedAt),
-    index("idx_opportunities_stage_updated").on(table.stageId, table.updatedAt),
-    index("idx_opportunities_owner_updated").on(table.ownerId, table.updatedAt),
-    index("idx_opportunities_status_updated").on(table.status, table.updatedAt),
+    index("idx_quotes_person").on(table.personId),
+    index("idx_quotes_org").on(table.organizationId),
+    index("idx_quotes_pipeline").on(table.pipelineId),
+    index("idx_quotes_stage").on(table.stageId),
+    index("idx_quotes_owner").on(table.ownerId),
+    index("idx_quotes_status").on(table.status),
+    index("idx_quotes_accepted_version").on(table.acceptedVersionId),
+    index("idx_quotes_person_updated").on(table.personId, table.updatedAt),
+    index("idx_quotes_org_updated").on(table.organizationId, table.updatedAt),
+    index("idx_quotes_pipeline_updated").on(table.pipelineId, table.updatedAt),
+    index("idx_quotes_stage_updated").on(table.stageId, table.updatedAt),
+    index("idx_quotes_owner_updated").on(table.ownerId, table.updatedAt),
+    index("idx_quotes_status_updated").on(table.status, table.updatedAt),
 ]);
-export const opportunityParticipants = pgTable("opportunity_participants", {
-    id: typeId("opportunity_participants"),
-    opportunityId: typeIdRef("opportunity_id")
+export const quoteParticipants = pgTable("quote_participants", {
+    id: typeId("quote_participants"),
+    quoteId: typeIdRef("quote_id")
         .notNull()
-        .references(() => opportunities.id, { onDelete: "cascade" }),
+        .references(() => quotes.id, { onDelete: "cascade" }),
     personId: typeIdRef("person_id")
         .notNull()
         .references(() => people.id, { onDelete: "cascade" }),
@@ -87,16 +89,16 @@ export const opportunityParticipants = pgTable("opportunity_participants", {
     isPrimary: boolean("is_primary").notNull().default(false),
     createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
 }, (table) => [
-    index("idx_opportunity_participants_opportunity").on(table.opportunityId),
-    index("idx_opportunity_participants_opportunity_primary").on(table.opportunityId, table.isPrimary, table.createdAt),
-    index("idx_opportunity_participants_person").on(table.personId),
-    uniqueIndex("uidx_opportunity_participants_unique").on(table.opportunityId, table.personId),
+    index("idx_quote_participants_quote").on(table.quoteId),
+    index("idx_quote_participants_quote_primary").on(table.quoteId, table.isPrimary, table.createdAt),
+    index("idx_quote_participants_person").on(table.personId),
+    uniqueIndex("uidx_quote_participants_unique").on(table.quoteId, table.personId),
 ]);
-export const opportunityProducts = pgTable("opportunity_products", {
-    id: typeId("opportunity_products"),
-    opportunityId: typeIdRef("opportunity_id")
+export const quoteProducts = pgTable("quote_products", {
+    id: typeId("quote_products"),
+    quoteId: typeIdRef("quote_id")
         .notNull()
-        .references(() => opportunities.id, { onDelete: "cascade" }),
+        .references(() => quotes.id, { onDelete: "cascade" }),
     productId: text("product_id"),
     supplierServiceId: text("supplier_service_id"),
     nameSnapshot: text("name_snapshot").notNull(),
@@ -109,37 +111,47 @@ export const opportunityProducts = pgTable("opportunity_products", {
     createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
     updatedAt: timestamp("updated_at", { withTimezone: true }).notNull().defaultNow(),
 }, (table) => [
-    index("idx_opportunity_products_opportunity").on(table.opportunityId),
-    index("idx_opportunity_products_opportunity_created").on(table.opportunityId, table.createdAt),
-    index("idx_opportunity_products_product").on(table.productId),
-    index("idx_opportunity_products_supplier_service").on(table.supplierServiceId),
+    index("idx_quote_products_quote").on(table.quoteId),
+    index("idx_quote_products_quote_created").on(table.quoteId, table.createdAt),
+    index("idx_quote_products_product").on(table.productId),
+    index("idx_quote_products_supplier_service").on(table.supplierServiceId),
 ]);
-export const quotes = pgTable("quotes", {
-    id: typeId("quotes"),
-    opportunityId: typeIdRef("opportunity_id")
+export const quoteVersions = pgTable("quote_versions", {
+    id: typeId("quote_versions"),
+    quoteId: typeIdRef("quote_id")
         .notNull()
-        .references(() => opportunities.id, { onDelete: "cascade" }),
-    status: quoteStatusEnum("status").notNull().default("draft"),
+        .references(() => quotes.id, { onDelete: "cascade" }),
+    label: text("label"),
+    status: quoteVersionStatusEnum("status").notNull().default("draft"),
+    supersedesId: typeIdRef("supersedes_id").references(() => quoteVersions.id, {
+        onDelete: "set null",
+    }),
+    tripSnapshotId: text("trip_snapshot_id"),
     validUntil: date("valid_until"),
     currency: text("currency").notNull(),
     subtotalAmountCents: integer("subtotal_amount_cents").notNull().default(0),
     taxAmountCents: integer("tax_amount_cents").notNull().default(0),
     totalAmountCents: integer("total_amount_cents").notNull().default(0),
     notes: text("notes"),
+    sentAt: timestamp("sent_at", { withTimezone: true }),
+    viewedAt: timestamp("viewed_at", { withTimezone: true }),
+    decidedAt: timestamp("decided_at", { withTimezone: true }),
     createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
     updatedAt: timestamp("updated_at", { withTimezone: true }).notNull().defaultNow(),
     archivedAt: timestamp("archived_at", { withTimezone: true }),
 }, (table) => [
-    index("idx_quotes_opportunity").on(table.opportunityId),
-    index("idx_quotes_status").on(table.status),
-    index("idx_quotes_opportunity_updated").on(table.opportunityId, table.updatedAt),
-    index("idx_quotes_status_updated").on(table.status, table.updatedAt),
+    index("idx_quote_versions_quote").on(table.quoteId),
+    index("idx_quote_versions_status").on(table.status),
+    index("idx_quote_versions_supersedes").on(table.supersedesId),
+    index("idx_quote_versions_trip_snapshot").on(table.tripSnapshotId),
+    index("idx_quote_versions_quote_updated").on(table.quoteId, table.updatedAt),
+    index("idx_quote_versions_status_updated").on(table.status, table.updatedAt),
 ]);
-export const quoteLines = pgTable("quote_lines", {
-    id: typeId("quote_lines"),
-    quoteId: typeIdRef("quote_id")
+export const quoteVersionLines = pgTable("quote_version_lines", {
+    id: typeId("quote_version_lines"),
+    quoteVersionId: typeIdRef("quote_version_id")
         .notNull()
-        .references(() => quotes.id, { onDelete: "cascade" }),
+        .references(() => quoteVersions.id, { onDelete: "cascade" }),
     productId: text("product_id"),
     supplierServiceId: text("supplier_service_id"),
     description: text("description").notNull(),
@@ -150,8 +162,8 @@ export const quoteLines = pgTable("quote_lines", {
     createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
     updatedAt: timestamp("updated_at", { withTimezone: true }).notNull().defaultNow(),
 }, (table) => [
-    index("idx_quote_lines_quote").on(table.quoteId),
-    index("idx_quote_lines_quote_created").on(table.quoteId, table.createdAt),
-    index("idx_quote_lines_product").on(table.productId),
-    index("idx_quote_lines_supplier_service").on(table.supplierServiceId),
+    index("idx_quote_version_lines_version").on(table.quoteVersionId),
+    index("idx_quote_version_lines_version_created").on(table.quoteVersionId, table.createdAt),
+    index("idx_quote_version_lines_product").on(table.productId),
+    index("idx_quote_version_lines_supplier_service").on(table.supplierServiceId),
 ]);

package/dist/schema-shared.d.ts

@@ -1,10 +1,10 @@
-export declare const entityTypeEnum: import("drizzle-orm/pg-core").PgEnum<["organization", "person", "opportunity", "quote", "activity"]>;
+export declare const entityTypeEnum: import("drizzle-orm/pg-core").PgEnum<["organization", "person", "quote", "activity"]>;
 export declare const relationTypeEnum: import("drizzle-orm/pg-core").PgEnum<["client", "partner", "supplier", "other"]>;
 export declare const communicationChannelEnum: import("drizzle-orm/pg-core").PgEnum<["email", "phone", "whatsapp", "sms", "meeting", "other"]>;
 export declare const communicationDirectionEnum: import("drizzle-orm/pg-core").PgEnum<["inbound", "outbound"]>;
 export declare const recordStatusEnum: import("drizzle-orm/pg-core").PgEnum<["active", "inactive", "archived"]>;
-export declare const opportunityStatusEnum: import("drizzle-orm/pg-core").PgEnum<["open", "won", "lost", "archived"]>;
-export declare const quoteStatusEnum: import("drizzle-orm/pg-core").PgEnum<["draft", "sent", "accepted", "expired", "rejected", "archived"]>;
+export declare const quoteStatusEnum: import("drizzle-orm/pg-core").PgEnum<["open", "won", "lost", "archived"]>;
+export declare const quoteVersionStatusEnum: import("drizzle-orm/pg-core").PgEnum<["draft", "sent", "accepted", "declined", "superseded", "expired"]>;
 export declare const activityTypeEnum: import("drizzle-orm/pg-core").PgEnum<["call", "email", "meeting", "task", "follow_up", "note"]>;
 export declare const activityStatusEnum: import("drizzle-orm/pg-core").PgEnum<["planned", "done", "cancelled"]>;
 export declare const activityLinkRoleEnum: import("drizzle-orm/pg-core").PgEnum<["primary", "related"]>;

package/dist/schema-shared.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"schema-shared.d.ts","sourceRoot":"","sources":["../src/schema-shared.ts"],"names":[],"mappings":"AAEA,eAAO,MAAM,cAAc,uFAAyE,CAAA;AAEpG,eAAO,MAAM,gBAAgB,kFAAsE,CAAA;AAEnG,eAAO,MAAM,wBAAwB,iGAOnC,CAAA;AAEF,eAAO,MAAM,0BAA0B,+DAA6D,CAAA;AAEpG,eAAO,MAAM,gBAAgB,0EAA8D,CAAA;AAE3F,eAAO,MAAM,eAAe,2EAA8D,CAAA;AAE1F,eAAO,MAAM,sBAAsB,0GAOjC,CAAA;AAEF,eAAO,MAAM,gBAAgB,iGAO3B,CAAA;AAEF,eAAO,MAAM,kBAAkB,wEAA8D,CAAA;AAE7F,eAAO,MAAM,oBAAoB,8DAAuD,CAAA;AAExF,eAAO,MAAM,mBAAmB,oGAM9B,CAAA;AAEF,eAAO,MAAM,mBAAmB,+IAY9B,CAAA"}

package/dist/schema-shared.js

@@ -1,11 +1,5 @@
 import { pgEnum } from "drizzle-orm/pg-core";
-export const entityTypeEnum = pgEnum("entity_type", [
-    "organization",
-    "person",
-    "opportunity",
-    "quote",
-    "activity",
-]);
+export const entityTypeEnum = pgEnum("entity_type", ["organization", "person", "quote", "activity"]);
 export const relationTypeEnum = pgEnum("relation_type", ["client", "partner", "supplier", "other"]);
 export const communicationChannelEnum = pgEnum("communication_channel", [
     "email",
@@ -17,19 +11,14 @@ export const communicationChannelEnum = pgEnum("communication_channel", [
 ]);
 export const communicationDirectionEnum = pgEnum("communication_direction", ["inbound", "outbound"]);
 export const recordStatusEnum = pgEnum("record_status", ["active", "inactive", "archived"]);
-export const opportunityStatusEnum = pgEnum("opportunity_status", [
-    "open",
-    "won",
-    "lost",
-    "archived",
-]);
-export const quoteStatusEnum = pgEnum("quote_status", [
+export const quoteStatusEnum = pgEnum("quote_status", ["open", "won", "lost", "archived"]);
+export const quoteVersionStatusEnum = pgEnum("quote_version_status", [
     "draft",
     "sent",
     "accepted",
+    "declined",
+    "superseded",
     "expired",
-    "rejected",
-    "archived",
 ]);
 export const activityTypeEnum = pgEnum("activity_type", [
     "call",

package/dist/schema-signals.d.ts

@@ -1,5 +1,5 @@
 /**
- * Customer signals — lighter than `opportunities` (no deal value or
+ * Customer signals — lighter than `quotes` (no deal value or
  * stages), heavier than `segments` (lifecycle + assignment). Records
  * "person X expressed interest in product/departure Y from source Z,
  * status pending". The most common use cases:

package/dist/schema-signals.js

@@ -1,5 +1,5 @@
 /**
- * Customer signals — lighter than `opportunities` (no deal value or
+ * Customer signals — lighter than `quotes` (no deal value or
  * stages), heavier than `segments` (lifecycle + assignment). Records
  * "person X expressed interest in product/departure Y from source Z,
  * status pending". The most common use cases:

package/dist/service/accounts-merge.js

@@ -1,6 +1,6 @@
 import { identityAddresses, identityContactPoints, identityNamedContacts, } from "@voyantjs/identity/schema";
 import { and, eq, inArray, ne, or, sql } from "drizzle-orm";
-import { activityLinks, activityParticipants, communicationLog, customerSignals, customFieldValues, opportunities, opportunityParticipants, organizationNotes, organizations, people, personDocuments, personNotes, personPaymentMethods, personRelationships, segmentMembers, } from "../schema.js";
+import { activityLinks, activityParticipants, communicationLog, customerSignals, customFieldValues, organizationNotes, organizations, people, personDocuments, personNotes, personPaymentMethods, personRelationships, quoteParticipants, quotes, segmentMembers, } from "../schema.js";
 import { hydratePeople, organizationEntityType, personEntityType } from "./accounts-shared.js";
 export class CrmMergeError extends Error {
     status;
@@ -156,10 +156,10 @@ async function mergeEntityLinks(db, entityType, keepId, mergeId) {
         .where(and(eq(customFieldValues.entityType, entityType), eq(customFieldValues.entityId, mergeId)));
 }
 async function dedupePersonJoinTables(db, keepId, mergeId) {
-    await db.delete(opportunityParticipants).where(and(eq(opportunityParticipants.personId, mergeId), sql `EXISTS (
+    await db.delete(quoteParticipants).where(and(eq(quoteParticipants.personId, mergeId), sql `EXISTS (
           SELECT 1
-          FROM opportunity_participants keep_participant
-          WHERE keep_participant.opportunity_id = ${opportunityParticipants.opportunityId}
+          FROM quote_participants keep_participant
+          WHERE keep_participant.quote_id = ${quoteParticipants.quoteId}
             AND keep_participant.person_id = ${keepId}
         )`));
     await db.delete(activityParticipants).where(and(eq(activityParticipants.personId, mergeId), sql `EXISTS (
@@ -258,13 +258,13 @@ export const accountMergeService = {
                 .set({ personId: keepId })
                 .where(eq(communicationLog.personId, mergeId));
             await tx
-                .update(opportunities)
+                .update(quotes)
                 .set({ personId: keepId, updatedAt: new Date() })
-                .where(eq(opportunities.personId, mergeId));
+                .where(eq(quotes.personId, mergeId));
             await tx
-                .update(opportunityParticipants)
+                .update(quoteParticipants)
                 .set({ personId: keepId })
-                .where(eq(opportunityParticipants.personId, mergeId));
+                .where(eq(quoteParticipants.personId, mergeId));
             await tx
                 .update(activityParticipants)
                 .set({ personId: keepId })
@@ -347,9 +347,9 @@ export const accountMergeService = {
                 .set({ organizationId: keepId })
                 .where(eq(communicationLog.organizationId, mergeId));
             await tx
-                .update(opportunities)
+                .update(quotes)
                 .set({ organizationId: keepId, updatedAt: new Date() })
-                .where(eq(opportunities.organizationId, mergeId));
+                .where(eq(quotes.organizationId, mergeId));
             await updateOptionalReferences(tx, OPTIONAL_ORGANIZATION_REFERENCES, keepId, mergeId);
             await updateOptionalEntityTargetReferences(tx, OPTIONAL_ORGANIZATION_ENTITY_TARGET_REFERENCES, keepId, mergeId);
             await tx.delete(organizations).where(eq(organizations.id, mergeId));

package/dist/service/activities.d.ts

@@ -107,14 +107,14 @@ export declare const activitiesService: {
             tableName: "activity_links";
             dataType: "string";
             columnType: "PgEnumColumn";
-            data: "organization" | "person" | "opportunity" | "quote" | "activity";
+            data: "organization" | "person" | "quote" | "activity";
             driverParam: string;
             notNull: true;
             hasDefault: false;
             isPrimaryKey: false;
             isAutoincrement: false;
             hasRuntimeDefault: false;
-            enumValues: ["organization", "person", "opportunity", "quote", "activity"];
+            enumValues: ["organization", "person", "quote", "activity"];
             baseColumn: never;
             identity: undefined;
             generated: undefined;
@@ -173,7 +173,7 @@ export declare const activitiesService: {
     }, "single", Record<"activity_links", "not-null">, false, "where" | "orderBy", {
         id: string;
         activityId: string;
-        entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+        entityType: "organization" | "person" | "quote" | "activity";
         entityId: string;
         role: "primary" | "related";
         createdAt: Date;
@@ -217,14 +217,14 @@ export declare const activitiesService: {
             tableName: "activity_links";
             dataType: "string";
             columnType: "PgEnumColumn";
-            data: "organization" | "person" | "opportunity" | "quote" | "activity";
+            data: "organization" | "person" | "quote" | "activity";
             driverParam: string;
             notNull: true;
             hasDefault: false;
             isPrimaryKey: false;
             isAutoincrement: false;
             hasRuntimeDefault: false;
-            enumValues: ["organization", "person", "opportunity", "quote", "activity"];
+            enumValues: ["organization", "person", "quote", "activity"];
             baseColumn: never;
             identity: undefined;
             generated: undefined;
@@ -285,7 +285,7 @@ export declare const activitiesService: {
         id: string;
         createdAt: Date;
         role: "primary" | "related";
-        entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+        entityType: "organization" | "person" | "quote" | "activity";
         entityId: string;
         activityId: string;
     } | undefined>;

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

@@ -10,7 +10,7 @@ export declare const customFieldsService: {
     listCustomFieldDefinitions(db: PostgresJsDatabase, query: CustomFieldDefinitionListQuery): Promise<{
         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";
@@ -29,7 +29,7 @@ export declare const customFieldsService: {
     }>;
     getCustomFieldDefinitionById(db: PostgresJsDatabase, id: string): Promise<{
         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";
@@ -51,7 +51,7 @@ export declare const customFieldsService: {
         createdAt: Date;
         key: string;
         updatedAt: Date;
-        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;
@@ -59,7 +59,7 @@ export declare const customFieldsService: {
     } | undefined>;
     updateCustomFieldDefinition(db: PostgresJsDatabase, id: string, data: UpdateCustomFieldDefinitionInput): Promise<{
         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";
@@ -79,7 +79,7 @@ export declare const customFieldsService: {
         data: {
             id: string;
             definitionId: string;
-            entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+            entityType: "organization" | "person" | "quote" | "activity";
             entityId: string;
             textValue: string | null;
             numberValue: number | null;
@@ -99,7 +99,7 @@ export declare const customFieldsService: {
         id: string;
         createdAt: Date;
         updatedAt: Date;
-        entityType: "organization" | "person" | "opportunity" | "quote" | "activity";
+        entityType: "organization" | "person" | "quote" | "activity";
         entityId: string;
         definitionId: string;
         textValue: string | null;