evo360-types 1.3.408 → 1.3.411

package/dist/apps/hub-automation/zod-schemas.js

@@ -1,10 +1,10 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.zAutomationDryRunRequestSchema = exports.zHubAutomationConfigSchema = exports.zAutomationRoutineSchema = exports.zAutomationBranchModeSchema = exports.zAutomationBranchSchema = exports.zAutomationOutputSchema = exports.zAutomationHumanTaskOutputSchema = exports.zAutomationAutoTaskOutputSchema = exports.zAutomationExecuteAtSchema = exports.zAutomationConditionGroupSchema = exports.zAutomationConditionSchema = exports.zAutomationOperatorSchema = exports.zAutomationSelectionSchema = exports.zAutomationAppointmentSelectionSchema = exports.zAutomationDateWindowSchema = exports.zAutomationDateOffsetModeSchema = exports.zAutomationTriggerSchema = exports.zAutomationCronTriggerSchema = void 0;
+exports.zAutomationTriggerRequestSchema = exports.zAutomationDryRunRequestSchema = exports.zHubAutomationConfigSchema = exports.zAutomationRoutineUpdateRequestSchema = exports.zAutomationRoutineWriteSchema = exports.zAutomationRoutineSchema = exports.zAutomationBranchModeSchema = exports.zAutomationBranchSchema = exports.zAutomationOutputSchema = exports.zAutomationHumanTaskOutputSchema = exports.zAutomationAutoTaskOutputSchema = exports.zAutomationExecuteAtSchema = exports.zAutomationConditionGroupSchema = exports.zAutomationConditionSchema = exports.zAutomationOperatorSchema = exports.zAutomationSelectionSchema = exports.zAutomationAppointmentSelectionSchema = exports.zAutomationDateWindowSchema = exports.zAutomationDateOffsetModeSchema = exports.zAutomationTriggerSchema = exports.zAutomationWebhookTriggerSchema = exports.zAutomationCronTriggerSchema = void 0;
 const zod_1 = require("zod");
 const zod_schemas_1 = require("../evo-task/zod-schemas");
 // ------------------------------------------------------
-// Trigger (F1: cron only)
+// Trigger (cron sweep | webhook reverse-trigger)
 // ------------------------------------------------------
 exports.zAutomationCronTriggerSchema = zod_1.z.object({
     type: zod_1.z.literal("cron"),
@@ -13,7 +13,14 @@ exports.zAutomationCronTriggerSchema = zod_1.z.object({
         timezone: zod_1.z.string().optional(),
     }),
 });
-exports.zAutomationTriggerSchema = exports.zAutomationCronTriggerSchema;
+// F2: fired only by POST /routines/:id/trigger; invisible to the sweep.
+exports.zAutomationWebhookTriggerSchema = zod_1.z.object({
+    type: zod_1.z.literal("webhook"),
+});
+exports.zAutomationTriggerSchema = zod_1.z.discriminatedUnion("type", [
+    exports.zAutomationCronTriggerSchema,
+    exports.zAutomationWebhookTriggerSchema,
+]);
 // ------------------------------------------------------
 // Selection (F1: appointment target only)
 // ------------------------------------------------------
@@ -27,9 +34,16 @@ exports.zAutomationAppointmentSelectionSchema = zod_1.z.object({
     appointment: zod_1.z.object({
         calendar_ids: zod_1.z.array(zod_1.z.string()).optional(),
         date_window: exports.zAutomationDateWindowSchema,
+        // String filters accept the wildcard `*` (case-insensitive glob); without
+        // `*` = exact match (Q21). Sourced from the appointment embeds.
         status_in: zod_1.z.array(zod_1.z.string()).optional(),
         status_base_in: zod_1.z.array(zod_1.z.string()).optional(),
         appointment_type_not_in: zod_1.z.array(zod_1.z.string()).optional(),
+        professional_names: zod_1.z.array(zod_1.z.string()).optional(),
+        procedure_names: zod_1.z.array(zod_1.z.string()).optional(),
+        insurance_names: zod_1.z.array(zod_1.z.string()).optional(),
+        address_names: zod_1.z.array(zod_1.z.string()).optional(),
+        payment_status_in: zod_1.z.array(zod_1.z.string()).optional(),
     }),
 });
 exports.zAutomationSelectionSchema = exports.zAutomationAppointmentSelectionSchema;
@@ -65,6 +79,11 @@ exports.zAutomationExecuteAtSchema = zod_1.z.discriminatedUnion("rule", [
         time: zod_1.z.string().regex(/^([01]\d|2[0-3]):[0-5]\d$/, "expected HH:mm"),
         base: zod_1.z.enum(["target_date", "run_date"]),
     }),
+    // Q20.7: appointment.startDate + offset_minutes (negative = before).
+    zod_1.z.object({
+        rule: zod_1.z.literal("relative_to_appointment"),
+        offset_minutes: zod_1.z.number().int(),
+    }),
 ]);
 exports.zAutomationAutoTaskOutputSchema = zod_1.z.object({
     type: zod_1.z.literal("auto_task"),
@@ -135,6 +154,32 @@ exports.zAutomationRoutineSchema = zod_1.z.object({
     updated_at: zod_1.z.coerce.date(),
 });
 // ------------------------------------------------------
+// Routine write payload (CRUD via POST/PUT — F3)
+// Same structure as zAutomationRoutineSchema WITHOUT the server-managed fields
+// (version/dry_run_stamp/trigger_state/stats/created_at/updated_at), which the
+// backend owns. `active` defaults false (create) — activation is a separate
+// endpoint that also enforces the Q11 dry-run gate.
+// ------------------------------------------------------
+exports.zAutomationRoutineWriteSchema = zod_1.z.object({
+    id: zod_1.z.string(),
+    name: zod_1.z.string().min(1),
+    description: zod_1.z.string().optional(),
+    active: zod_1.z.boolean().default(false),
+    trigger: exports.zAutomationTriggerSchema,
+    selection: exports.zAutomationSelectionSchema,
+    branch_mode: exports.zAutomationBranchModeSchema,
+    branches: zod_1.z.array(exports.zAutomationBranchSchema),
+    guards: zod_1.z.object({
+        max_tasks_per_run: zod_1.z.number().int().positive(),
+    }),
+});
+// PUT /routines/:id body — optimistic concurrency: expected_version must match
+// the stored routine's version or the backend returns 409.
+exports.zAutomationRoutineUpdateRequestSchema = zod_1.z.object({
+    routine: exports.zAutomationRoutineWriteSchema,
+    expected_version: zod_1.z.number().int().positive(),
+});
+// ------------------------------------------------------
 // Module config (mirrors zTaskRunnerConfigSchema: active default false, passthrough)
 // ------------------------------------------------------
 exports.zHubAutomationConfigSchema = zod_1.z
@@ -157,3 +202,14 @@ exports.zAutomationDryRunRequestSchema = zod_1.z.object({
         .regex(/^\d{4}-\d{2}-\d{2}$/, "expected yyyy-MM-dd")
         .optional(),
 });
+// ------------------------------------------------------
+// Trigger request (endpoint POST /routines/:id/trigger)
+// Same shape as the dry-run request — only an optional run_date; no
+// calendar_ids override or arbitrary payload (F2 scope, see plan-f2 §1).
+// ------------------------------------------------------
+exports.zAutomationTriggerRequestSchema = zod_1.z.object({
+    run_date: zod_1.z
+        .string()
+        .regex(/^\d{4}-\d{2}-\d{2}$/, "expected yyyy-MM-dd")
+        .optional(),
+});

package/dist/apps/hub-automation/zod-schemas.ts

@@ -6,7 +6,7 @@ import {
 } from "../evo-task/zod-schemas";
 
 // ------------------------------------------------------
-// Trigger (F1: cron only)
+// Trigger (cron sweep | webhook reverse-trigger)
 // ------------------------------------------------------
 export const zAutomationCronTriggerSchema = z.object({
   type: z.literal("cron"),
@@ -16,7 +16,15 @@ export const zAutomationCronTriggerSchema = z.object({
   }),
 });
 
-export const zAutomationTriggerSchema = zAutomationCronTriggerSchema;
+// F2: fired only by POST /routines/:id/trigger; invisible to the sweep.
+export const zAutomationWebhookTriggerSchema = z.object({
+  type: z.literal("webhook"),
+});
+
+export const zAutomationTriggerSchema = z.discriminatedUnion("type", [
+  zAutomationCronTriggerSchema,
+  zAutomationWebhookTriggerSchema,
+]);
 
 // ------------------------------------------------------
 // Selection (F1: appointment target only)
@@ -33,9 +41,16 @@ export const zAutomationAppointmentSelectionSchema = z.object({
   appointment: z.object({
     calendar_ids: z.array(z.string()).optional(),
     date_window: zAutomationDateWindowSchema,
+    // String filters accept the wildcard `*` (case-insensitive glob); without
+    // `*` = exact match (Q21). Sourced from the appointment embeds.
     status_in: z.array(z.string()).optional(),
     status_base_in: z.array(z.string()).optional(),
     appointment_type_not_in: z.array(z.string()).optional(),
+    professional_names: z.array(z.string()).optional(),
+    procedure_names: z.array(z.string()).optional(),
+    insurance_names: z.array(z.string()).optional(),
+    address_names: z.array(z.string()).optional(),
+    payment_status_in: z.array(z.string()).optional(),
   }),
 });
 
@@ -89,6 +104,11 @@ export const zAutomationExecuteAtSchema = z.discriminatedUnion("rule", [
     time: z.string().regex(/^([01]\d|2[0-3]):[0-5]\d$/, "expected HH:mm"),
     base: z.enum(["target_date", "run_date"]),
   }),
+  // Q20.7: appointment.startDate + offset_minutes (negative = before).
+  z.object({
+    rule: z.literal("relative_to_appointment"),
+    offset_minutes: z.number().int(),
+  }),
 ]);
 
 export const zAutomationAutoTaskOutputSchema = z.object({
@@ -165,6 +185,34 @@ export const zAutomationRoutineSchema = z.object({
   updated_at: z.coerce.date(),
 });
 
+// ------------------------------------------------------
+// Routine write payload (CRUD via POST/PUT — F3)
+// Same structure as zAutomationRoutineSchema WITHOUT the server-managed fields
+// (version/dry_run_stamp/trigger_state/stats/created_at/updated_at), which the
+// backend owns. `active` defaults false (create) — activation is a separate
+// endpoint that also enforces the Q11 dry-run gate.
+// ------------------------------------------------------
+export const zAutomationRoutineWriteSchema = z.object({
+  id: z.string(),
+  name: z.string().min(1),
+  description: z.string().optional(),
+  active: z.boolean().default(false),
+  trigger: zAutomationTriggerSchema,
+  selection: zAutomationSelectionSchema,
+  branch_mode: zAutomationBranchModeSchema,
+  branches: z.array(zAutomationBranchSchema),
+  guards: z.object({
+    max_tasks_per_run: z.number().int().positive(),
+  }),
+});
+
+// PUT /routines/:id body — optimistic concurrency: expected_version must match
+// the stored routine's version or the backend returns 409.
+export const zAutomationRoutineUpdateRequestSchema = z.object({
+  routine: zAutomationRoutineWriteSchema,
+  expected_version: z.number().int().positive(),
+});
+
 // ------------------------------------------------------
 // Module config (mirrors zTaskRunnerConfigSchema: active default false, passthrough)
 // ------------------------------------------------------
@@ -189,3 +237,15 @@ export const zAutomationDryRunRequestSchema = z.object({
     .regex(/^\d{4}-\d{2}-\d{2}$/, "expected yyyy-MM-dd")
     .optional(),
 });
+
+// ------------------------------------------------------
+// Trigger request (endpoint POST /routines/:id/trigger)
+// Same shape as the dry-run request — only an optional run_date; no
+// calendar_ids override or arbitrary payload (F2 scope, see plan-f2 §1).
+// ------------------------------------------------------
+export const zAutomationTriggerRequestSchema = z.object({
+  run_date: z
+    .string()
+    .regex(/^\d{4}-\d{2}-\d{2}$/, "expected yyyy-MM-dd")
+    .optional(),
+});

package/dist/types/hub-automation/index.d.ts

@@ -12,7 +12,10 @@ export interface IAutomationCronTrigger {
         timezone?: string;
     };
 }
-export type IAutomationTrigger = IAutomationCronTrigger;
+export interface IAutomationWebhookTrigger {
+    type: "webhook";
+}
+export type IAutomationTrigger = IAutomationCronTrigger | IAutomationWebhookTrigger;
 export type AutomationDateOffsetMode = "calendar" | "business";
 export interface IAutomationDateWindow {
     offset_days: number;
@@ -26,10 +29,24 @@ export interface IAutomationAppointmentSelection {
         status_in?: string[];
         status_base_in?: string[];
         appointment_type_not_in?: string[];
+        professional_names?: string[];
+        procedure_names?: string[];
+        insurance_names?: string[];
+        address_names?: string[];
+        payment_status_in?: string[];
     };
 }
 export type IAutomationSelection = IAutomationAppointmentSelection;
-export declare const AUTOMATION_APPOINTMENT_FACTS: readonly ["appointment.status", "appointment.status_base", "appointment.appointment_type", "appointment.appointment_base_type", "appointment.appointment_mode", "appointment.professional_id", "appointment.procedure_ids", "appointment.payment_status", "appointment.calendar_id"];
+export interface IAutomationFilterValues {
+    professionals: string[];
+    procedures: string[];
+    insurances: string[];
+    addresses: string[];
+    statuses: string[];
+    status_bases: string[];
+    appointment_types: string[];
+}
+export declare const AUTOMATION_APPOINTMENT_FACTS: readonly ["appointment.status", "appointment.status_base", "appointment.appointment_type", "appointment.appointment_base_type", "appointment.appointment_mode", "appointment.professional_id", "appointment.procedure_ids", "appointment.professional_name", "appointment.procedure_names", "appointment.insurance_name", "appointment.address_name", "appointment.payment_status", "appointment.calendar_id"];
 export type AutomationAppointmentFact = (typeof AUTOMATION_APPOINTMENT_FACTS)[number];
 export type AutomationFact = AutomationAppointmentFact;
 export declare const AutomationOperatorEnum: {
@@ -64,6 +81,9 @@ export type IAutomationExecuteAt = {
     rule: "send_at_local";
     time: string;
     base: "target_date" | "run_date";
+} | {
+    rule: "relative_to_appointment";
+    offset_minutes: number;
 };
 export interface IAutomationAutoTaskOutput {
     type: "auto_task";
@@ -118,6 +138,19 @@ export interface IAutomationRoutine {
     created_at: Date;
     updated_at: Date;
 }
+export interface IAutomationRoutineWrite {
+    id: string;
+    name: string;
+    description?: string;
+    active: boolean;
+    trigger: IAutomationTrigger;
+    selection: IAutomationSelection;
+    branch_mode: AutomationBranchMode;
+    branches: IAutomationBranch[];
+    guards: {
+        max_tasks_per_run: number;
+    };
+}
 export interface IHubAutomationConfig {
     active: boolean;
     limits?: {
@@ -147,10 +180,12 @@ export interface IAutomationRunSample {
     appointment_id: string;
     branch_id?: string;
     decision: string;
+    task_id?: string;
     conditions?: IAutomationConditionResult[];
     [key: string]: unknown;
 }
 export interface IAutomationRunTrace {
+    run_id?: string;
     routine_id: string;
     routine_version: number;
     trigger: {

package/dist/types/hub-automation/index.js

@@ -47,9 +47,16 @@ exports.AUTOMATION_APPOINTMENT_FACTS = [
     "appointment.appointment_base_type",
     // 'telemedicine' | 'in_person'
     "appointment.appointment_mode",
-    // Derived from professional.professionalRef.id
+    // Derived from professional.professionalRef.id. On external calendars the
+    // reliable value is the name (Q21) — professional_id kept for internal.
     "appointment.professional_id",
     "appointment.procedure_ids",
+    // Embed-sourced names (Q20-C passthrough); reliable across adapters.
+    "appointment.professional_name",
+    // string[] — matches if ANY procedure name matches.
+    "appointment.procedure_names",
+    "appointment.insurance_name",
+    "appointment.address_name",
     "appointment.payment_status",
     "appointment.calendar_id",
 ];

package/dist/types/hub-automation/index.ts

@@ -27,7 +27,7 @@ export type HubAutomationPermissions =
   (typeof HubAutomationPermissions)[keyof typeof HubAutomationPermissions];
 
 // ------------------------------------------------------
-// Trigger (F1: cron only)
+// Trigger (cron sweep | webhook reverse-trigger)
 // ------------------------------------------------------
 export interface IAutomationCronTrigger {
   type: "cron";
@@ -39,7 +39,15 @@ export interface IAutomationCronTrigger {
   };
 }
 
-export type IAutomationTrigger = IAutomationCronTrigger;
+// F2: fired only by POST /routines/:id/trigger (n8n as a client of the engine);
+// invisible to the sweep (listActiveCronRoutines filters type === 'cron').
+export interface IAutomationWebhookTrigger {
+  type: "webhook";
+}
+
+export type IAutomationTrigger =
+  | IAutomationCronTrigger
+  | IAutomationWebhookTrigger;
 
 // ------------------------------------------------------
 // Selection (F1: appointment target only)
@@ -60,18 +68,47 @@ export interface IAutomationDateWindow {
 export interface IAutomationAppointmentSelection {
   target: "appointment";
   appointment: {
-    // Empty/omitted = all calendars of the tenant.
+    // Empty/omitted = all calendars of the tenant. GUI enforces exactly 1
+    // (Q21-A: single-calendar unlocks rich filter-values); calendar_ids[] kept
+    // for engine/seed compat (multi-calendar = N routines).
     calendar_ids?: string[];
     date_window: IAutomationDateWindow;
-    // Filters applied in memory over the day window (no server-side status query).
+    // Filters applied in memory over the day window (no server-side query).
+    // String filters accept the wildcard `*` (case-insensitive glob); without
+    // `*` they are exact matches (Q21). Sourced from the appointment embeds
+    // (passthrough from the sync, per the Q20-C investigation).
     status_in?: string[];
     status_base_in?: string[];
     appointment_type_not_in?: string[];
+    // professional.display_name
+    professional_names?: string[];
+    // matches if ANY procedures[].name matches
+    procedure_names?: string[];
+    // insurance.name
+    insurance_names?: string[];
+    // address.address_name (note: NOT address.Name of the legacy n8n shape)
+    address_names?: string[];
+    // payment.status — fixed local enum (pending/partial/paid/not_informed)
+    payment_status_in?: string[];
   };
 }
 
 export type IAutomationSelection = IAutomationAppointmentSelection;
 
+// Distinct filter values for a calendar, built from a limited window of local
+// appointments (GET /routines/filter-values?calendar_id=). Feeds the GUI's
+// selection filters and branch conditions with real, per-calendar suggestions
+// (Q20-C: distinct-local, no adapter capability). Sorted pt-BR, capped per field.
+export interface IAutomationFilterValues {
+  professionals: string[];
+  procedures: string[];
+  insurances: string[];
+  addresses: string[];
+  statuses: string[];
+  status_bases: string[];
+  appointment_types: string[];
+}
+
 // ------------------------------------------------------
 // Fact catalog (F1: appointment domain facts only — Q15: no patient.* facts)
 // ------------------------------------------------------
@@ -83,9 +120,16 @@ export const AUTOMATION_APPOINTMENT_FACTS = [
   "appointment.appointment_base_type",
   // 'telemedicine' | 'in_person'
   "appointment.appointment_mode",
-  // Derived from professional.professionalRef.id
+  // Derived from professional.professionalRef.id. On external calendars the
+  // reliable value is the name (Q21) — professional_id kept for internal.
   "appointment.professional_id",
   "appointment.procedure_ids",
+  // Embed-sourced names (Q20-C passthrough); reliable across adapters.
+  "appointment.professional_name",
+  // string[] — matches if ANY procedure name matches.
+  "appointment.procedure_names",
+  "appointment.insurance_name",
+  "appointment.address_name",
   "appointment.payment_status",
   "appointment.calendar_id",
 ] as const;
@@ -143,6 +187,11 @@ export type AutomationOutputType =
 // - immediate: now (Task Runner picks it up on the next tick)
 // - send_at_local: HH:mm resolved in the tenant timezone, anchored to the
 //   target date or the run date.
+// - relative_to_appointment: appointment.startDate + offset_minutes (Q20.7).
+//   Negative = before the appointment (e.g. -120 = 2h before). The routine
+//   runs once (e.g. 6am); each task is scheduled relative to its own target.
+//   If the computed time already passed at run time, the materializer clamps
+//   it to "now" (with a log).
 export type IAutomationExecuteAt =
   | { rule: "immediate" }
   | {
@@ -150,6 +199,11 @@ export type IAutomationExecuteAt =
       // "HH:mm" (24h)
       time: string;
       base: "target_date" | "run_date";
+    }
+  | {
+      rule: "relative_to_appointment";
+      // Signed minutes offset from appointment.startDate (negative = before).
+      offset_minutes: number;
     };
 
 export interface IAutomationAutoTaskOutput {
@@ -230,6 +284,27 @@ export interface IAutomationRoutine {
   updated_at: Date;
 }
 
+// ------------------------------------------------------
+// Routine write payload (CRUD via POST/PUT on hub_automation_admin — F3)
+// The routine WITHOUT server-managed fields: `version`, `dry_run_stamp`,
+// `trigger_state`, `stats`, `created_at`, `updated_at` are set by the backend
+// (version bookkeeping, Q11 gate, cursor, run stats, timestamps). The FE never
+// writes them. Written by hand (no utility types) to keep the contract explicit.
+// ------------------------------------------------------
+export interface IAutomationRoutineWrite {
+  id: string;
+  name: string;
+  description?: string;
+  active: boolean;
+  trigger: IAutomationTrigger;
+  selection: IAutomationSelection;
+  branch_mode: AutomationBranchMode;
+  branches: IAutomationBranch[];
+  guards: {
+    max_tasks_per_run: number;
+  };
+}
+
 // ------------------------------------------------------
 // Module config (Firestore doc: tenants/{t}/apps/hub-automation/config/config)
 // ------------------------------------------------------
@@ -275,11 +350,17 @@ export interface IAutomationRunSample {
   branch_id?: string;
   // e.g. 'created' | 'already_existed' | 'not_matched' | 'suppressed_by_limit'
   decision: string;
+  // Set by the materializer when decision === 'created'; lets the run viewer
+  // deep-link from a sample to the materialized Task (F3).
+  task_id?: string;
   conditions?: IAutomationConditionResult[];
   [key: string]: unknown;
 }
 
 export interface IAutomationRunTrace {
+  // Engine-generated run id; surfaced in the webhook trigger response (F2) so
+  // the caller can deep-link to this run. Optional for backward compatibility.
+  run_id?: string;
   routine_id: string;
   routine_version: number;
   trigger: {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "evo360-types",
-  "version": "1.3.408",
+  "version": "1.3.411",
   "description": "HREVO360 Shared Types",
   "main": "./dist/index.js",
   "types": "./dist/index.d.ts",