orbitx-core-models 11.180.0 → 11.182.0

package/dist/helpers/invoiceDocument.js

@@ -35,7 +35,7 @@ function createInvoiceDocuments({ stripe }) {
     const CompanyModel = company_model_1.Company;
     const CounterModel = counter_model_1.Counter;
     const LeadLedgerModel = leadLedger_model_1.LeadLedger;
-    /** "INV-2026-0001": sequential across OrbitXPro, starting again each year. */
+    /** "INV-2026-0001": sequential across ORBITXPRO, starting again each year. */
     async function nextInvoiceNumber(at = new Date()) {
         const year = at.getFullYear();
         const counter = await CounterModel.findByIdAndUpdate(`invoiceNumber_${year}`, { $inc: { seq: 1 } }, { new: true, upsert: true });

package/dist/helpers/myUpdates.d.ts

@@ -3,7 +3,10 @@ export declare function createMyUpdatesController({ dashboard, audience, ownerKe
     audience: string;
     ownerKey: string;
     sse: {
-        addClient: (res: any) => void;
+        addClient: (res: any, who?: {
+            userId?: unknown;
+            ownerId?: unknown;
+        }) => void;
         removeClient: (res: any) => void;
     };
 }): {

package/dist/helpers/myUpdates.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"myUpdates.d.ts","sourceRoot":"","sources":["../../src/helpers/myUpdates.ts"],"names":[],"mappings":"AAaA,wBAAgB,yBAAyB,CAAC,EAAE,SAAS,EAAE,QAAQ,EAAE,QAAQ,EAAE,GAAG,EAAE,EAAE;IAChF,SAAS,EAAE,MAAM,CAAC;IAClB,QAAQ,EAAE,MAAM,CAAC;IACjB,QAAQ,EAAE,MAAM,CAAC;IACjB,GAAG,EAAE;QAAE,SAAS,EAAE,CAAC,GAAG,EAAE,GAAG,EAAE,GAAG,CAAC,EAAE;YAAE,MAAM,CAAC,EAAE,OAAO,CAAC;YAAC,OAAO,CAAC,EAAE,OAAO,CAAA;SAAE,KAAK,IAAI,CAAC;QAAC,YAAY,EAAE,CAAC,GAAG,EAAE,GAAG,KAAK,IAAI,CAAA;KAAE,CAAC;CACzH;;;;;yBA2D6B,GAAG,OAAO,GAAG;EAyB1C"}

package/dist/helpers/myUpdates.js

@@ -9,7 +9,8 @@ exports.createMyUpdatesController = createMyUpdatesController;
  * read by link, and the live "something changed" stream. Shared by the Client and Partner backends:
  *   module.exports = createMyUpdatesController({ dashboard: "client", audience: "company", ownerKey: "companyId", sse });
  *   module.exports = createMyUpdatesController({ dashboard: "partner", audience: "partner", ownerKey: "partnerId", sse });
- * `sse` is the backend's own stream service ({ addClient(res), removeClient(res) }).
+ * `sse` is the backend's own stream service ({ addClient(res, who), removeClient(res) }) -- see createPortalLive,
+ * which uses `who` to send each event only to the account or person it concerns.
  */
 const mongoose_1 = __importDefault(require("mongoose"));
 const update_model_1 = require("../models/update.model");
@@ -67,7 +68,7 @@ function createMyUpdatesController({ dashboard, audience, ownerKey, sse }) {
         const result = await UpdateModel.updateMany({ ...myUpdatesQuery(req.user._id, req.user.owner), link, readBy: { $ne: req.user._id } }, { $addToSet: { readBy: req.user._id } });
         res.status(_http_1.HTTP.OK).json({ success: true, data: { marked: result.modifiedCount || 0 } });
     });
-    // A bare "something changed" ping; the page reacts by reloading its own feed.
+    // Bare "something changed" signals; the page reacts by reloading its own feed or list.
     const streamUpdates = (req, res) => {
         res.writeHead(_http_1.HTTP.OK, {
             "Content-Type": "text/event-stream",
@@ -76,7 +77,7 @@ function createMyUpdatesController({ dashboard, audience, ownerKey, sse }) {
             "X-Accel-Buffering": "no",
         });
         res.write("\n");
-        sse.addClient(res);
+        sse.addClient(res, { userId: req.user._id, ownerId: req.user.owner });
         const heartbeat = setInterval(() => {
             try {
                 res.write(": ping\n\n");

package/dist/helpers/ownActivity.js

@@ -5,7 +5,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.createOwnActivityController = createOwnActivityController;
 /**
- * A portal's own Activity log: everything done on its account, by its own users and by OrbitXPro staff (HIPAA: an
+ * A portal's own Activity log: everything done on its account, by its own users and by ORBITXPRO staff (HIPAA: an
  * account must be able to see everyone who touched its data). Shown only after Ops turns on the account's access
  * (activityLogAccess). Shared by the Client and Partner backends:
  *   createOwnActivityController({ kind: "client" })   // Company accounts, logs filed under `company`
@@ -39,7 +39,7 @@ function createOwnActivityController({ kind }) {
     const listActivity = (0, _http_1.catchAsync)(async (req, res, next) => {
         const account = await Account.findById(accountIdOf(req)).select("activityLogAccess").lean();
         if (!(account === null || account === void 0 ? void 0 : account.activityLogAccess)) {
-            return next(new errors_1.AppError("Your Activity log isn't turned on. Please ask OrbitXPro support to turn it on.", _http_1.HTTP.FORBIDDEN));
+            return next(new errors_1.AppError("Your Activity log isn't turned on. Please ask ORBITXPRO support to turn it on.", _http_1.HTTP.FORBIDDEN));
         }
         const q = req.query;
         const page = Math.max(1, Number(q.page) || 1);
@@ -78,12 +78,12 @@ function createOwnActivityController({ kind }) {
                 .lean(),
             ActivityLogModel.countDocuments(filter),
         ]);
-        // OrbitXPro staff show by name and team; their work email and network address stay internal.
+        // ORBITXPRO staff show by name and team; their work email and network address stay internal.
         const items = rows.map((r) => {
             var _a, _b, _c;
             return ((_a = r.actor) === null || _a === void 0 ? void 0 : _a.kind) === kind
                 ? r
-                : { ...r, actor: { kind: (_b = r.actor) === null || _b === void 0 ? void 0 : _b.kind, name: ((_c = r.actor) === null || _c === void 0 ? void 0 : _c.name) || "OrbitXPro", team: "OrbitXPro" }, ip: undefined };
+                : { ...r, actor: { kind: (_b = r.actor) === null || _b === void 0 ? void 0 : _b.kind, name: ((_c = r.actor) === null || _c === void 0 ? void 0 : _c.name) || "ORBITXPRO", team: "ORBITXPRO" }, ip: undefined };
         });
         res.status(_http_1.HTTP.OK).json({
             success: true,

package/dist/helpers/portalLive.d.ts

@@ -0,0 +1,31 @@
+export interface PortalLiveSource {
+    /** The name a page listens for, e.g. "tickets". */
+    source: string;
+    Model: any;
+    /** The account (company or partner id) a document belongs to. Null/undefined = not one of this dashboard's. */
+    ownerOf: (doc: any) => unknown;
+    /** Fields this dashboard never shows: an update that touches nothing else stays silent. */
+    hiddenFields?: string[];
+    /** For a busy collection (chats): only an update that sets one of these top-level fields is read at all. */
+    watchFields?: string[];
+    /** For a record with a conversation ("ticket", "request"): a new message also sends a `thread` event. */
+    threadKind?: string;
+    /** Messages this dashboard never shows (an internal note): they send nothing. */
+    messageHidden?: (message: any) => boolean;
+}
+type Who = {
+    userId?: unknown;
+    ownerId?: unknown;
+};
+export declare function createPortalLive({ dashboard, audience, ownerKey, sources }: {
+    dashboard: string;
+    audience: string;
+    ownerKey: string;
+    sources: PortalLiveSource[];
+}): {
+    addClient: (res: any, who?: Who) => void;
+    removeClient: (res: any) => void;
+    start: () => void;
+};
+export {};
+//# sourceMappingURL=portalLive.d.ts.map

package/dist/helpers/portalLive.d.ts.map

@@ -0,0 +1 @@
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package/dist/helpers/portalLive.js

@@ -0,0 +1,190 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createPortalLive = createPortalLive;
+/**
+ * Live pushes for the Client and Partner dashboards, sent over the Updates stream each one already keeps open
+ * (Server-Sent Events). It watches the database itself, so it does not matter which service made a change: an
+ * Ops reply on a ticket reaches the client's open page the same way their own reply does.
+ *
+ * Every event is a bare signal, sent only to people signed in to the account the record belongs to:
+ *   update   {}               the Updates feed and its badges changed
+ *   listing  { source }       one of the account's lists changed ("tickets", "leads", ...)
+ *   thread   { kind, id }     a message they can see landed on one ticket / request
+ * The page reacts by calling the endpoint it always used, so what a person may see is still decided there.
+ *
+ *   const live = createPortalLive({ dashboard: "client", audience: "company", ownerKey: "companyId", sources: [...] });
+ *   live.start();                                          // once, at boot
+ *   createMyUpdatesController({ dashboard, audience, ownerKey, sse: live });
+ */
+const mongoose_1 = __importDefault(require("mongoose"));
+const update_model_1 = require("../models/update.model");
+const FIRST_DELAY_MS = 150;
+const MIN_GAP_MS = 1000; // at most about one list refresh a second per account and list
+const same = (a, b) => a != null && b != null && String(a) === String(b);
+const under = (field, name) => field === name || field.startsWith(`${name}.`);
+function createPortalLive({ dashboard, audience, ownerKey, sources }) {
+    const clients = new Map();
+    const addClient = (res, who = {}) => {
+        clients.set(res, who);
+    };
+    const removeClient = (res) => {
+        clients.delete(res);
+    };
+    const write = (res, event, data) => {
+        try {
+            res.write(`event: ${event}\ndata: ${JSON.stringify(data)}\n\n`);
+        }
+        catch {
+            clients.delete(res);
+        }
+    };
+    const sendWhere = (matches, event, data) => {
+        for (const [res, who] of clients)
+            if (matches(who))
+                write(res, event, data);
+    };
+    const anyoneFrom = (ownerId) => {
+        for (const who of clients.values())
+            if (same(who.ownerId, ownerId))
+                return true;
+        return false;
+    };
+    // A burst of changes to one list becomes one refresh.
+    const waiting = new Map();
+    const lastSent = new Map();
+    const pingListing = (ownerId, source) => {
+        const key = `${String(ownerId)}:${source}`;
+        if (waiting.has(key))
+            return;
+        const wait = Math.max(FIRST_DELAY_MS, MIN_GAP_MS - (Date.now() - (lastSent.get(key) || 0)));
+        waiting.set(key, setTimeout(() => {
+            waiting.delete(key);
+            if (!anyoneFrom(ownerId)) {
+                lastSent.delete(key);
+                return;
+            }
+            lastSent.set(key, Date.now());
+            sendWhere((who) => same(who.ownerId, ownerId), "listing", { source });
+        }, wait));
+    };
+    const onRecordChange = (src, change) => {
+        const doc = change.fullDocument;
+        if (!doc)
+            return; // a delete, or gone before it could be read: the next load shows it
+        const ownerId = src.ownerOf(doc);
+        if (ownerId == null || !anyoneFrom(ownerId))
+            return;
+        let listChanged = change.operationType !== "update";
+        let messageLanded = false;
+        if (change.operationType === "update") {
+            const description = change.updateDescription || {};
+            const touched = Object.keys(description.updatedFields || {}).concat(description.removedFields || []);
+            for (const field of touched) {
+                if (field === "updatedAt" || (src.hiddenFields || []).some((hidden) => under(field, hidden)))
+                    continue;
+                if (src.threadKind && under(field, "messages")) {
+                    // "messages.4" is one added message; anything else (the whole array rewritten) counts as visible.
+                    const index = /^messages\.(\d+)$/.exec(field);
+                    const message = index ? (doc.messages || [])[Number(index[1])] : null;
+                    if (message && src.messageHidden && src.messageHidden(message))
+                        continue;
+                    messageLanded = true;
+                }
+                listChanged = true;
+            }
+        }
+        if (listChanged)
+            pingListing(ownerId, src.source);
+        if (messageLanded)
+            sendWhere((who) => same(who.ownerId, ownerId), "thread", { kind: src.threadKind, id: String(doc._id) });
+    };
+    // An Update is aimed at everyone on this dashboard, one account, or one person.
+    const onUpdateCreated = (change) => {
+        const doc = change.fullDocument;
+        if (!doc || doc.dashboard !== dashboard)
+            return;
+        if (doc.audience === "broadcast")
+            sendWhere(() => true, "update", {});
+        else if (doc.audience === audience)
+            sendWhere((who) => same(who.ownerId, doc[ownerKey]), "update", {});
+        else if (doc.audience === "user")
+            sendWhere((who) => same(who.userId, doc.userId), "update", {});
+    };
+    // Nothing thrown here may reach the process: a stream error is logged and the stream reopened.
+    const watch = (name, Model, pipeline, options, onChange) => {
+        let retryMs = 2000;
+        let stream = null;
+        let reopening = false;
+        const reopen = (why) => {
+            if (reopening)
+                return;
+            reopening = true;
+            try {
+                if (stream)
+                    stream.close().catch(() => { });
+            }
+            catch {
+                /* already closed */
+            }
+            console.error(`[portalLive:${dashboard}] ${name} stream stopped (${why}); reopening in ${retryMs}ms`);
+            setTimeout(() => {
+                reopening = false;
+                open();
+            }, retryMs).unref();
+            retryMs = Math.min(retryMs * 2, 60000);
+        };
+        const open = () => {
+            try {
+                stream = Model.watch(pipeline, options);
+                stream.on("change", (change) => {
+                    retryMs = 2000;
+                    try {
+                        onChange(change);
+                    }
+                    catch (err) {
+                        console.error(`[portalLive:${dashboard}] ${name} change ignored:`, (err === null || err === void 0 ? void 0 : err.message) || err);
+                    }
+                });
+                stream.on("error", (err) => reopen((err === null || err === void 0 ? void 0 : err.message) || "error"));
+                stream.on("close", () => reopen("closed"));
+            }
+            catch (err) {
+                reopen((err === null || err === void 0 ? void 0 : err.message) || "could not open");
+            }
+        };
+        open();
+    };
+    let started = false;
+    /** Starts watching once the database is connected. Safe to call more than once. */
+    const start = () => {
+        if (started)
+            return;
+        started = true;
+        const begin = () => {
+            watch("updates", update_model_1.Update, [{ $match: { operationType: "insert", "fullDocument.dashboard": dashboard } }], {}, onUpdateCreated);
+            for (const src of sources) {
+                const match = src.watchFields
+                    ? {
+                        $or: [
+                            { operationType: { $in: ["insert", "replace"] } },
+                            {
+                                operationType: "update",
+                                $or: src.watchFields.map((field) => ({ [`updateDescription.updatedFields.${field}`]: { $exists: true } })),
+                            },
+                        ],
+                    }
+                    : { operationType: { $in: ["insert", "update", "replace"] } };
+                watch(src.source, src.Model, [{ $match: match }], { fullDocument: "updateLookup" }, (change) => onRecordChange(src, change));
+            }
+            console.log(`[portalLive:${dashboard}] watching updates, ${sources.map((s) => s.source).join(", ")}`);
+        };
+        if (mongoose_1.default.connection.readyState === 1)
+            begin();
+        else
+            mongoose_1.default.connection.once("open", begin);
+    };
+    return { addClient, removeClient, start };
+}

package/dist/helpers/retainerBilling.d.ts

@@ -0,0 +1,30 @@
+export declare const DEFAULT_RETAINER_PRICE_CENTS = 4999;
+/** Where a retainer's charge stands, read from the ledger itself (so a change made in the Ledger tab shows too). */
+export type RetainerChargeState = "none" | "unbilled" | "invoiced" | "removed" | "credited";
+/** What this company pays for each signed retainer: its own price if Ops set one, otherwise the standard price. */
+export declare function retainerPriceFor(companyId: unknown): Promise<number>;
+/**
+ * Called when a retainer has just been signed: marks it "pending confirmation" and puts its charge on the ledger.
+ * Safe to call more than once -- only the first call writes the charge. Returns what happened; it never throws
+ * for a company with no subscription (the retainer is still signed, just not charged).
+ */
+export declare function chargeSignedRetainer(retainerObjectId: unknown): Promise<{
+    charged: boolean;
+    reason?: string;
+}>;
+/** Where this retainer's charge stands (see RetainerChargeState). Pass the lean retainer. */
+export declare function retainerCharge(retainer: any): Promise<{
+    state: RetainerChargeState;
+    price: number | null;
+}>;
+/**
+ * Takes a rejected retainer's charge back: off the ledger if it has not been invoiced yet, otherwise a credit for
+ * the same amount on the next invoice. Does nothing when there is no charge, or it was already taken back.
+ */
+export declare function reverseRetainerCharge(retainer: any, { reason, userId }: {
+    reason: string;
+    userId?: unknown;
+}): Promise<RetainerChargeState>;
+/** A signed retainer with no decision yet reads as pending, including ones signed before this check existed. */
+export declare const retainerConfirmationStatus: (retainer: any) => "pending" | "confirmed" | "rejected" | null;
+//# sourceMappingURL=retainerBilling.d.ts.map

package/dist/helpers/retainerBilling.d.ts.map

@@ -0,0 +1 @@
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package/dist/helpers/retainerBilling.js

@@ -0,0 +1,133 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.retainerConfirmationStatus = exports.DEFAULT_RETAINER_PRICE_CENTS = void 0;
+exports.retainerPriceFor = retainerPriceFor;
+exports.chargeSignedRetainer = chargeSignedRetainer;
+exports.retainerCharge = retainerCharge;
+exports.reverseRetainerCharge = reverseRetainerCharge;
+/**
+ * Billing for signed retainers. A retainer is charged the moment it is signed: one "add" entry goes on the
+ * company's ledger and is invoiced with the rest of that month. Ops then confirms the retainer or rejects it; a
+ * rejection takes the charge back by itself. Used by the Employee backend (signing) and the Ops backend
+ * (confirm / reject), so both follow the same rules. The price is one setting per company; a retainer keeps the
+ * price it was signed at.
+ *
+ * Amounts are in cents, like every ledger entry.
+ */
+const retainer_model_1 = require("../models/retainer.model");
+const leadLedger_model_1 = require("../models/leadLedger.model");
+const subscription_model_1 = require("../models/subscription.model");
+const companySettings_model_1 = require("../models/companySettings.model");
+exports.DEFAULT_RETAINER_PRICE_CENTS = 4999;
+const RetainerModel = retainer_model_1.Retainer;
+const LedgerModel = leadLedger_model_1.LeadLedger;
+const SubscriptionModel = subscription_model_1.Subscription;
+const SettingsModel = companySettings_model_1.CompanySettings;
+/** What this company pays for each signed retainer: its own price if Ops set one, otherwise the standard price. */
+async function retainerPriceFor(companyId) {
+    var _a;
+    const doc = await SettingsModel.findOne({ company: companyId }).select("retainerConfig.pricePerRetainer").lean();
+    const price = (_a = doc === null || doc === void 0 ? void 0 : doc.retainerConfig) === null || _a === void 0 ? void 0 : _a.pricePerRetainer;
+    return typeof price === "number" && price >= 0 ? price : exports.DEFAULT_RETAINER_PRICE_CENTS;
+}
+// The subscription a manual ledger charge goes on: a billable one first, otherwise the company's latest
+// (e.g. still on its trial) -- the same rule as Ops' "Add Charge".
+async function ledgerSubscription(companyId) {
+    return ((await SubscriptionModel.findOne({ company: companyId, status: { $in: ["active", "grace_period", "overdue"] } }).lean()) ||
+        (await SubscriptionModel.findOne({ company: companyId, status: { $ne: "cancelled" } }).sort({ createdAt: -1 }).lean()));
+}
+/**
+ * Called when a retainer has just been signed: marks it "pending confirmation" and puts its charge on the ledger.
+ * Safe to call more than once -- only the first call writes the charge. Returns what happened; it never throws
+ * for a company with no subscription (the retainer is still signed, just not charged).
+ */
+async function chargeSignedRetainer(retainerObjectId) {
+    var _a;
+    // Whoever sets chargeClaimedAt first is the one writer.
+    const retainer = await RetainerModel.findOneAndUpdate({ _id: retainerObjectId, status: "signed", chargeClaimedAt: { $exists: false } }, { $set: { chargeClaimedAt: new Date() } }, { new: true }).lean();
+    if (!retainer)
+        return { charged: false, reason: "already handled" };
+    if (!((_a = retainer.confirmation) === null || _a === void 0 ? void 0 : _a.status)) {
+        await RetainerModel.updateOne({ _id: retainer._id, "confirmation.status": { $exists: false } }, { $set: { "confirmation.status": "pending" } });
+    }
+    const price = await retainerPriceFor(retainer.company);
+    const subscription = await ledgerSubscription(retainer.company);
+    if (!subscription) {
+        await RetainerModel.updateOne({ _id: retainer._id }, { $set: { price } });
+        return { charged: false, reason: "no subscription" };
+    }
+    if (price <= 0) {
+        await RetainerModel.updateOne({ _id: retainer._id }, { $set: { price } });
+        return { charged: false, reason: "price is zero" };
+    }
+    const entry = await LedgerModel.create({
+        companyId: retainer.company,
+        subscriptionId: subscription._id,
+        retainerId: retainer._id,
+        type: "add",
+        status: "active",
+        unitPrice: price,
+        quantity: 1,
+        billingPeriodStart: subscription.startDate,
+        billingPeriodEnd: subscription.renewalDate,
+        note: `Signed retainer ${retainer.retainerId}`,
+    });
+    await RetainerModel.updateOne({ _id: retainer._id }, { $set: { price, ledgerEntry: entry._id } });
+    return { charged: true };
+}
+const onInvoice = (entry) => !!(entry === null || entry === void 0 ? void 0 : entry.invoiceId) || (entry === null || entry === void 0 ? void 0 : entry.status) === "invoiced";
+/** Where this retainer's charge stands (see RetainerChargeState). Pass the lean retainer. */
+async function retainerCharge(retainer) {
+    const price = typeof (retainer === null || retainer === void 0 ? void 0 : retainer.price) === "number" ? retainer.price : null;
+    if (!(retainer === null || retainer === void 0 ? void 0 : retainer.ledgerEntry))
+        return { state: "none", price };
+    const entry = await LedgerModel.findById(retainer.ledgerEntry).select("status invoiceId unitPrice").lean();
+    if (!entry)
+        return { state: "none", price };
+    if (retainer.creditEntry)
+        return { state: "credited", price: entry.unitPrice };
+    if (entry.status === "discarded")
+        return { state: "removed", price: entry.unitPrice };
+    if (onInvoice(entry))
+        return { state: "invoiced", price: entry.unitPrice };
+    return { state: "unbilled", price: entry.unitPrice };
+}
+/**
+ * Takes a rejected retainer's charge back: off the ledger if it has not been invoiced yet, otherwise a credit for
+ * the same amount on the next invoice. Does nothing when there is no charge, or it was already taken back.
+ */
+async function reverseRetainerCharge(retainer, { reason, userId }) {
+    if (!(retainer === null || retainer === void 0 ? void 0 : retainer.ledgerEntry))
+        return "none";
+    if (retainer.creditEntry)
+        return "credited";
+    const entry = await LedgerModel.findById(retainer.ledgerEntry).lean();
+    if (!entry)
+        return "none";
+    if (entry.status === "discarded")
+        return "removed";
+    if (!onInvoice(entry)) {
+        const removed = await LedgerModel.findOneAndUpdate({ _id: entry._id, status: "active", invoiceId: null }, { $set: { status: "discarded", discardedAt: new Date(), discardReason: `Retainer ${retainer.retainerId} rejected: ${reason}`, discardedBy: userId } }).lean();
+        if (removed)
+            return "removed";
+        // It went onto an invoice between the two reads: fall through to a credit.
+    }
+    const credit = await LedgerModel.create({
+        companyId: entry.companyId,
+        subscriptionId: entry.subscriptionId,
+        retainerId: retainer._id,
+        type: "deduct",
+        status: "active",
+        unitPrice: entry.unitPrice,
+        quantity: entry.quantity || 1,
+        billingPeriodStart: entry.billingPeriodStart,
+        billingPeriodEnd: entry.billingPeriodEnd,
+        note: `Credit: retainer ${retainer.retainerId} rejected`,
+        createdBy: userId,
+    });
+    await RetainerModel.updateOne({ _id: retainer._id }, { $set: { creditEntry: credit._id } });
+    return "credited";
+}
+/** A signed retainer with no decision yet reads as pending, including ones signed before this check existed. */
+const retainerConfirmationStatus = (retainer) => { var _a; return (retainer === null || retainer === void 0 ? void 0 : retainer.status) === "signed" ? ((_a = retainer.confirmation) === null || _a === void 0 ? void 0 : _a.status) || "pending" : null; };
+exports.retainerConfirmationStatus = retainerConfirmationStatus;

package/dist/index.d.ts

@@ -116,6 +116,8 @@ export * from "./helpers/privateFiles";
 export * from "./helpers/emailTemplates";
 export * from "./helpers/avatars";
 export * from "./helpers/myUpdates";
+export * from "./helpers/portalLive";
+export * from "./helpers/retainerBilling";
 export * from "./helpers/ownActivity";
 export * from "./helpers/sessions";
 export { normalizeIp, isPrivateIp, requestLocation, describeDevice, cleanDeviceName } from "./helpers/requestInfo";

package/dist/index.d.ts.map

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package/dist/index.js

@@ -186,6 +186,8 @@ __exportStar(require("./helpers/privateFiles"), exports);
 __exportStar(require("./helpers/emailTemplates"), exports);
 __exportStar(require("./helpers/avatars"), exports);
 __exportStar(require("./helpers/myUpdates"), exports);
+__exportStar(require("./helpers/portalLive"), exports);
+__exportStar(require("./helpers/retainerBilling"), exports);
 __exportStar(require("./helpers/ownActivity"), exports);
 __exportStar(require("./helpers/sessions"), exports);
 var requestInfo_1 = require("./helpers/requestInfo");

package/dist/interfaces/audit.interface.d.ts

@@ -32,7 +32,9 @@ export interface IAuditTask extends Document {
 /** The auditor's decision on one lead. */
 export type LeadAuditDecision = "correct" | "resend";
 /** The Ops reviewer's answer to a resend request ("sending" only while the lead is being sent). */
-export type LeadAuditReviewStatus = "pending" | "sending" | "declined" | "sent";
+export type LeadAuditReviewStatus = "pending" | "sending" | "declined" | "sent" | "disputed";
+/** How a dispute was settled. "upheld" is final -- the auditor can't dispute it again. */
+export type LeadAuditDisputeResolution = "upheld" | "overturned";
 export interface ILeadAudit {
     /** assigned: in an open task, no decision yet. audited: decided. Missing = Not Assigned. */
     status?: "assigned" | "audited";
@@ -51,6 +53,21 @@ export interface ILeadAudit {
         at?: Date;
         /** Required when declining. */
         note?: string;
+        /** Set when the auditor challenges a decline (requires the audit.resolveDisputes permission to
+         * resolve, separate from audit.resendRequests so the pool of resolvers can differ). */
+        dispute?: {
+            /** Why the auditor thinks the decline was wrong. Required to raise one. */
+            note?: string;
+            /** The auditor who raised it. */
+            by?: Types.ObjectId;
+            at?: Date;
+            resolution?: LeadAuditDisputeResolution;
+            /** The Ops user who resolved it. */
+            resolvedBy?: Types.ObjectId;
+            resolvedAt?: Date;
+            /** Required when upholding or overturning. */
+            resolutionNote?: string;
+        };
     };
     /** The lead's type before it was sent as Sales. */
     originalType?: "Sales" | "Service" | "Others";

package/dist/interfaces/audit.interface.d.ts.map

@@ -1 +1 @@
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package/dist/interfaces/companySettings.interface.d.ts

@@ -27,6 +27,8 @@ export interface IRetainerConfig {
     emailSignedCopy?: boolean;
     /** Months the signed files are kept (counted from sending) before permanent deletion. Default 3. */
     retentionMonths?: number;
+    /** What this company is charged for each signed retainer, in cents. Unset = the standard price ($49.99). */
+    pricePerRetainer?: number;
 }
 export interface ILeadFields {
     visitorName?: boolean;

package/dist/interfaces/companySettings.interface.d.ts.map

@@ -1 +1 @@
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package/dist/interfaces/leadLedger.interface.d.ts

@@ -3,6 +3,7 @@ export interface ILeadLedger extends Document {
     companyId: Types.ObjectId;
     subscriptionId: Types.ObjectId;
     leadId?: Types.ObjectId;
+    retainerId?: Types.ObjectId;
     invoiceId?: Types.ObjectId;
     type: "lead" | "add" | "deduct";
     status: "active" | "discarded" | "disputed" | "invoiced" | "credited";

package/dist/interfaces/leadLedger.interface.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"leadLedger.interface.d.ts","sourceRoot":"","sources":["../../src/interfaces/leadLedger.interface.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,QAAQ,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAE3C,MAAM,WAAW,WAAY,SAAQ,QAAQ;IAC3C,SAAS,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC1B,cAAc,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC/B,MAAM,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACxB,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAE3B,IAAI,EAAE,MAAM,GAAG,KAAK,GAAG,QAAQ,CAAC;IAKhC,MAAM,EAAE,QAAQ,GAAG,WAAW,GAAG,UAAU,GAAG,UAAU,GAAG,UAAU,CAAC;IAOtE,SAAS,EAAE,MAAM,CAAC;IAClB,QAAQ,EAAE,MAAM,CAAC;IAEjB,kBAAkB,EAAE,IAAI,CAAC;IACzB,gBAAgB,EAAE,IAAI,CAAC;IAGvB,WAAW,CAAC,EAAE,IAAI,CAAC;IACnB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,WAAW,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAG7B,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAE3B,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,SAAS,CAAC,EAAE,IAAI,CAAC;CAClB"}
+{"version":3,"file":"leadLedger.interface.d.ts","sourceRoot":"","sources":["../../src/interfaces/leadLedger.interface.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,QAAQ,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAE3C,MAAM,WAAW,WAAY,SAAQ,QAAQ;IAC3C,SAAS,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC1B,cAAc,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC/B,MAAM,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACxB,UAAU,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC5B,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAE3B,IAAI,EAAE,MAAM,GAAG,KAAK,GAAG,QAAQ,CAAC;IAKhC,MAAM,EAAE,QAAQ,GAAG,WAAW,GAAG,UAAU,GAAG,UAAU,GAAG,UAAU,CAAC;IAOtE,SAAS,EAAE,MAAM,CAAC;IAClB,QAAQ,EAAE,MAAM,CAAC;IAEjB,kBAAkB,EAAE,IAAI,CAAC;IACzB,gBAAgB,EAAE,IAAI,CAAC;IAGvB,WAAW,CAAC,EAAE,IAAI,CAAC;IACnB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,WAAW,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAG7B,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAE3B,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,SAAS,CAAC,EAAE,IAAI,CAAC;CAClB"}

package/dist/interfaces/retainer.interface.d.ts

@@ -25,6 +25,12 @@ export interface IRetainerContract extends Document {
     updatedAt?: Date;
 }
 export type RetainerStatus = "sent" | "opened" | "started" | "signed" | "declined" | "expired" | "cancelled";
+/**
+ * Ops checks every signed retainer by hand: it starts as "pending" the moment it is signed, then Ops confirms
+ * it or rejects it with a note. This is separate from billing -- a signed retainer is charged straight away,
+ * and a rejection takes that charge back.
+ */
+export type RetainerConfirmationStatus = "pending" | "confirmed" | "rejected";
 export type RetainerDeliveryMode = "chat" | "sms";
 export interface IRetainerFieldValue {
     name: string;
@@ -73,6 +79,23 @@ export interface IRetainer extends Document {
     forwardedAt?: Date;
     forwardedBy?: Types.ObjectId;
     forwardedTo?: string[];
+    /** Set when the retainer is signed (see RetainerConfirmationStatus). */
+    confirmation?: {
+        status: RetainerConfirmationStatus;
+        /** The Ops user who confirmed or rejected it. */
+        by?: Types.ObjectId;
+        at?: Date;
+        /** Why it was rejected (required to reject). */
+        note?: string;
+    };
+    /** What the client is charged for this retainer, in cents: the company's price when it was signed. */
+    price?: number;
+    /** The charge on the company's ledger, written when the retainer is signed. */
+    ledgerEntry?: Types.ObjectId;
+    /** The credit written when a retainer whose charge was already on an invoice is rejected. */
+    creditEntry?: Types.ObjectId;
+    /** Set by whichever writer gets to create the charge, so it is only ever created once. */
+    chargeClaimedAt?: Date;
     createdAt?: Date;
     updatedAt?: Date;
 }

package/dist/interfaces/retainer.interface.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"retainer.interface.d.ts","sourceRoot":"","sources":["../../src/interfaces/retainer.interface.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,QAAQ,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAQ3C,MAAM,MAAM,gBAAgB,GAAG,UAAU,CAAC;AAE1C,MAAM,MAAM,sBAAsB,GAAG,OAAO,GAAG,QAAQ,GAAG,UAAU,CAAC;AAErE,gFAAgF;AAChF,MAAM,WAAW,sBAAsB;IACrC,IAAI,EAAE,MAAM,CAAC;IACb,qGAAqG;IACrG,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,CAAC,EAAE,OAAO,CAAC;CACpB;AAED,uGAAuG;AACvG,MAAM,WAAW,iBAAkB,SAAQ,QAAQ;IACjD,OAAO,EAAE,KAAK,CAAC,QAAQ,CAAC;IACxB,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,EAAE,gBAAgB,CAAC;IAC3B,sDAAsD;IACtD,kBAAkB,CAAC,EAAE,MAAM,CAAC;IAC5B,QAAQ,CAAC,EAAE,MAAM,CAAC;IAClB,4FAA4F;IAC5F,MAAM,EAAE,sBAAsB,EAAE,CAAC;IACjC,MAAM,EAAE,sBAAsB,CAAC;IAC/B,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC3B,UAAU,CAAC,EAAE,IAAI,CAAC;IAClB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,SAAS,CAAC,EAAE,IAAI,CAAC;CAClB;AAED,MAAM,MAAM,cAAc,GAAG,MAAM,GAAG,QAAQ,GAAG,SAAS,GAAG,QAAQ,GAAG,UAAU,GAAG,SAAS,GAAG,WAAW,CAAC;AAC7G,MAAM,MAAM,oBAAoB,GAAG,MAAM,GAAG,KAAK,CAAC;AAElD,MAAM,WAAW,mBAAmB;IAClC,IAAI,EAAE,MAAM,CAAC;IACb,KAAK,EAAE,MAAM,CAAC;CACf;AAED,+FAA+F;AAC/F,MAAM,WAAW,SAAU,SAAQ,QAAQ;IACzC,OAAO,EAAE,KAAK,CAAC,QAAQ,CAAC;IACxB,uFAAuF;IACvF,UAAU,EAAE,MAAM,CAAC;IACnB,QAAQ,EAAE,KAAK,CAAC,QAAQ,CAAC;IACzB,6EAA6E;IAC7E,YAAY,EAAE,MAAM,CAAC;IACrB,IAAI,EAAE,KAAK,CAAC,QAAQ,CAAC;IACrB,KAAK,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACvB,kFAAkF;IAClF,OAAO,EAAE;QAAE,IAAI,CAAC,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAA;KAAE,CAAC;IAC3D,YAAY,EAAE,oBAAoB,CAAC;IACnC,WAAW,EAAE,mBAAmB,EAAE,CAAC;IACnC,QAAQ,EAAE,gBAAgB,CAAC;IAC3B,oBAAoB,CAAC,EAAE,MAAM,CAAC;IAC9B,mBAAmB,CAAC,EAAE,MAAM,CAAC;IAC7B,0GAA0G;IAC1G,YAAY,CAAC,EAAE,MAAM,CAAC;IACtB,MAAM,EAAE,cAAc,CAAC;IACvB,MAAM,EAAE,IAAI,CAAC;IACb,SAAS,EAAE,IAAI,CAAC;IAChB,QAAQ,CAAC,EAAE,IAAI,CAAC;IAChB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,QAAQ,CAAC,EAAE,IAAI,CAAC;IAChB,UAAU,CAAC,EAAE,IAAI,CAAC;IAClB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,WAAW,CAAC,EAAE,IAAI,CAAC;IACnB,sGAAsG;IACtG,YAAY,CAAC,EAAE,UAAU,GAAG,OAAO,CAAC;IACpC,UAAU,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC5B,+DAA+D;IAC/D,mBAAmB,CAAC,EAAE,IAAI,CAAC;IAC3B,oGAAoG;IACpG,aAAa,CAAC,EAAE,IAAI,CAAC;IACrB,WAAW,CAAC,EAAE,IAAI,CAAC;IACnB,WAAW,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC7B,WAAW,CAAC,EAAE,MAAM,EAAE,CAAC;IACvB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,SAAS,CAAC,EAAE,IAAI,CAAC;CAClB"}
+{"version":3,"file":"retainer.interface.d.ts","sourceRoot":"","sources":["../../src/interfaces/retainer.interface.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,QAAQ,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAQ3C,MAAM,MAAM,gBAAgB,GAAG,UAAU,CAAC;AAE1C,MAAM,MAAM,sBAAsB,GAAG,OAAO,GAAG,QAAQ,GAAG,UAAU,CAAC;AAErE,gFAAgF;AAChF,MAAM,WAAW,sBAAsB;IACrC,IAAI,EAAE,MAAM,CAAC;IACb,qGAAqG;IACrG,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,CAAC,EAAE,OAAO,CAAC;CACpB;AAED,uGAAuG;AACvG,MAAM,WAAW,iBAAkB,SAAQ,QAAQ;IACjD,OAAO,EAAE,KAAK,CAAC,QAAQ,CAAC;IACxB,IAAI,EAAE,MAAM,CAAC;IACb,QAAQ,EAAE,gBAAgB,CAAC;IAC3B,sDAAsD;IACtD,kBAAkB,CAAC,EAAE,MAAM,CAAC;IAC5B,QAAQ,CAAC,EAAE,MAAM,CAAC;IAClB,4FAA4F;IAC5F,MAAM,EAAE,sBAAsB,EAAE,CAAC;IACjC,MAAM,EAAE,sBAAsB,CAAC;IAC/B,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC3B,UAAU,CAAC,EAAE,IAAI,CAAC;IAClB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,SAAS,CAAC,EAAE,IAAI,CAAC;CAClB;AAED,MAAM,MAAM,cAAc,GAAG,MAAM,GAAG,QAAQ,GAAG,SAAS,GAAG,QAAQ,GAAG,UAAU,GAAG,SAAS,GAAG,WAAW,CAAC;AAE7G;;;;GAIG;AACH,MAAM,MAAM,0BAA0B,GAAG,SAAS,GAAG,WAAW,GAAG,UAAU,CAAC;AAC9E,MAAM,MAAM,oBAAoB,GAAG,MAAM,GAAG,KAAK,CAAC;AAElD,MAAM,WAAW,mBAAmB;IAClC,IAAI,EAAE,MAAM,CAAC;IACb,KAAK,EAAE,MAAM,CAAC;CACf;AAED,+FAA+F;AAC/F,MAAM,WAAW,SAAU,SAAQ,QAAQ;IACzC,OAAO,EAAE,KAAK,CAAC,QAAQ,CAAC;IACxB,uFAAuF;IACvF,UAAU,EAAE,MAAM,CAAC;IACnB,QAAQ,EAAE,KAAK,CAAC,QAAQ,CAAC;IACzB,6EAA6E;IAC7E,YAAY,EAAE,MAAM,CAAC;IACrB,IAAI,EAAE,KAAK,CAAC,QAAQ,CAAC;IACrB,KAAK,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACvB,kFAAkF;IAClF,OAAO,EAAE;QAAE,IAAI,CAAC,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAA;KAAE,CAAC;IAC3D,YAAY,EAAE,oBAAoB,CAAC;IACnC,WAAW,EAAE,mBAAmB,EAAE,CAAC;IACnC,QAAQ,EAAE,gBAAgB,CAAC;IAC3B,oBAAoB,CAAC,EAAE,MAAM,CAAC;IAC9B,mBAAmB,CAAC,EAAE,MAAM,CAAC;IAC7B,0GAA0G;IAC1G,YAAY,CAAC,EAAE,MAAM,CAAC;IACtB,MAAM,EAAE,cAAc,CAAC;IACvB,MAAM,EAAE,IAAI,CAAC;IACb,SAAS,EAAE,IAAI,CAAC;IAChB,QAAQ,CAAC,EAAE,IAAI,CAAC;IAChB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,QAAQ,CAAC,EAAE,IAAI,CAAC;IAChB,UAAU,CAAC,EAAE,IAAI,CAAC;IAClB,aAAa,CAAC,EAAE,MAAM,CAAC;IACvB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,WAAW,CAAC,EAAE,IAAI,CAAC;IACnB,sGAAsG;IACtG,YAAY,CAAC,EAAE,UAAU,GAAG,OAAO,CAAC;IACpC,UAAU,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC5B,+DAA+D;IAC/D,mBAAmB,CAAC,EAAE,IAAI,CAAC;IAC3B,oGAAoG;IACpG,aAAa,CAAC,EAAE,IAAI,CAAC;IACrB,WAAW,CAAC,EAAE,IAAI,CAAC;IACnB,WAAW,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC7B,WAAW,CAAC,EAAE,MAAM,EAAE,CAAC;IACvB,wEAAwE;IACxE,YAAY,CAAC,EAAE;QACb,MAAM,EAAE,0BAA0B,CAAC;QACnC,iDAAiD;QACjD,EAAE,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;QACpB,EAAE,CAAC,EAAE,IAAI,CAAC;QACV,gDAAgD;QAChD,IAAI,CAAC,EAAE,MAAM,CAAC;KACf,CAAC;IACF,sGAAsG;IACtG,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,+EAA+E;IAC/E,WAAW,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC7B,6FAA6F;IAC7F,WAAW,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC7B,0FAA0F;IAC1F,eAAe,CAAC,EAAE,IAAI,CAAC;IACvB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,SAAS,CAAC,EAAE,IAAI,CAAC;CAClB"}

package/dist/interfaces/tierConfig.interface.d.ts

@@ -1,5 +1,5 @@
 import { Types } from "mongoose";
-export type TierName = "Silver" | "Gold" | "Platinum";
+export type TierName = "Gold" | "Platinum" | "Diamond";
 export interface ITierConfig {
     _id?: Types.ObjectId;
     tier: TierName;

package/dist/interfaces/tierConfig.interface.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"tierConfig.interface.d.ts","sourceRoot":"","sources":["../../src/interfaces/tierConfig.interface.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAEjC,MAAM,MAAM,QAAQ,GAAG,QAAQ,GAAG,MAAM,GAAG,UAAU,CAAC;AAEtD,MAAM,WAAW,WAAW;IAC1B,GAAG,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACrB,IAAI,EAAE,QAAQ,CAAC;IACf,EAAE,EAAE,MAAM,CAAC;IACX,UAAU,EAAE,MAAM,CAAC;IACnB,UAAU,CAAC,EAAE,MAAM,GAAG,IAAI,CAAC;IAC3B,cAAc,EAAE,MAAM,CAAC;IACvB,cAAc,EAAE,MAAM,CAAC;IACvB,eAAe,EAAE,MAAM,CAAC;CACzB"}
+{"version":3,"file":"tierConfig.interface.d.ts","sourceRoot":"","sources":["../../src/interfaces/tierConfig.interface.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAEjC,MAAM,MAAM,QAAQ,GAAG,MAAM,GAAG,UAAU,GAAG,SAAS,CAAC;AAEvD,MAAM,WAAW,WAAW;IAC1B,GAAG,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACrB,IAAI,EAAE,QAAQ,CAAC;IACf,EAAE,EAAE,MAAM,CAAC;IACX,UAAU,EAAE,MAAM,CAAC;IACnB,UAAU,CAAC,EAAE,MAAM,GAAG,IAAI,CAAC;IAC3B,cAAc,EAAE,MAAM,CAAC;IACvB,cAAc,EAAE,MAAM,CAAC;IACvB,eAAe,EAAE,MAAM,CAAC;CACzB"}

package/dist/interfaces/update.interface.d.ts

@@ -13,7 +13,7 @@ export type UpdateDashboard = "ops" | "client" | "partner" | "employee";
  * "broadcast" -- everyone on the given dashboard (an announcement with no specific target).
  */
 export type UpdateAudience = "user" | "company" | "partner" | "broadcast" | "agent";
-export type UpdateType = "ticket_assigned" | "ticket_message" | "ticket_mentioned" | "request_assigned" | "request_message" | "announcement" | "wallet_event" | "new_referral" | "review_status" | "billing_event" | "chat_flagged" | "lead_email" | "audit_assigned" | "audit_reviewed" | "audit_task_changed" | "audit_resend_request";
+export type UpdateType = "ticket_assigned" | "ticket_message" | "ticket_mentioned" | "request_assigned" | "request_message" | "announcement" | "wallet_event" | "new_referral" | "review_status" | "billing_event" | "chat_flagged" | "lead_email" | "audit_assigned" | "audit_reviewed" | "audit_task_changed" | "audit_resend_request" | "audit_dispute";
 export interface IUpdate extends Document {
     dashboard: UpdateDashboard;
     audience: UpdateAudience;

package/dist/interfaces/update.interface.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"update.interface.d.ts","sourceRoot":"","sources":["../../src/interfaces/update.interface.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,QAAQ,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAE3C;;;;;;GAMG;AACH,MAAM,MAAM,eAAe,GAAG,KAAK,GAAG,QAAQ,GAAG,SAAS,GAAG,UAAU,CAAC;AAExE;;;;GAIG;AACH,MAAM,MAAM,cAAc,GAAG,MAAM,GAAG,SAAS,GAAG,SAAS,GAAG,WAAW,GAAG,OAAO,CAAC;AAEpF,MAAM,MAAM,UAAU,GAClB,iBAAiB,GACjB,gBAAgB,GAMhB,kBAAkB,GAClB,kBAAkB,GAClB,iBAAiB,GACjB,cAAc,GACd,cAAc,GACd,cAAc,GACd,eAAe,GAIf,eAAe,GAEf,cAAc,GAEd,YAAY,GAEZ,gBAAgB,GAChB,gBAAgB,GAChB,oBAAoB,GACpB,sBAAsB,CAAC;AAE3B,MAAM,WAAW,OAAQ,SAAQ,QAAQ;IACvC,SAAS,EAAE,eAAe,CAAC;IAC3B,QAAQ,EAAE,cAAc,CAAC;IACzB,sEAAsE;IACtE,MAAM,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACxB,6FAA6F;IAC7F,OAAO,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACzB,4EAA4E;IAC5E,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC3B,4EAA4E;IAC5E,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC3B,IAAI,EAAE,UAAU,CAAC;IACjB,KAAK,EAAE,MAAM,CAAC;IACd,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,oFAAoF;IACpF,IAAI,CAAC,EAAE,MAAM,CAAC;IACd;;;;;2EAKuE;IACvE,cAAc,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAChC,gBAAgB,CAAC,EAAE,SAAS,GAAG,SAAS,CAAC;IACzC;8DAC0D;IAC1D,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC3B;0FACsF;IACtF,MAAM,EAAE,KAAK,CAAC,QAAQ,EAAE,CAAC;IACzB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,SAAS,CAAC,EAAE,IAAI,CAAC;CAClB"}
+{"version":3,"file":"update.interface.d.ts","sourceRoot":"","sources":["../../src/interfaces/update.interface.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,QAAQ,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAE3C;;;;;;GAMG;AACH,MAAM,MAAM,eAAe,GAAG,KAAK,GAAG,QAAQ,GAAG,SAAS,GAAG,UAAU,CAAC;AAExE;;;;GAIG;AACH,MAAM,MAAM,cAAc,GAAG,MAAM,GAAG,SAAS,GAAG,SAAS,GAAG,WAAW,GAAG,OAAO,CAAC;AAEpF,MAAM,MAAM,UAAU,GAClB,iBAAiB,GACjB,gBAAgB,GAMhB,kBAAkB,GAClB,kBAAkB,GAClB,iBAAiB,GACjB,cAAc,GACd,cAAc,GACd,cAAc,GACd,eAAe,GAIf,eAAe,GAEf,cAAc,GAEd,YAAY,GAEZ,gBAAgB,GAChB,gBAAgB,GAChB,oBAAoB,GACpB,sBAAsB,GACtB,eAAe,CAAC;AAEpB,MAAM,WAAW,OAAQ,SAAQ,QAAQ;IACvC,SAAS,EAAE,eAAe,CAAC;IAC3B,QAAQ,EAAE,cAAc,CAAC;IACzB,sEAAsE;IACtE,MAAM,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACxB,6FAA6F;IAC7F,OAAO,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IACzB,4EAA4E;IAC5E,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC3B,4EAA4E;IAC5E,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC3B,IAAI,EAAE,UAAU,CAAC;IACjB,KAAK,EAAE,MAAM,CAAC;IACd,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,oFAAoF;IACpF,IAAI,CAAC,EAAE,MAAM,CAAC;IACd;;;;;2EAKuE;IACvE,cAAc,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAChC,gBAAgB,CAAC,EAAE,SAAS,GAAG,SAAS,CAAC;IACzC;8DAC0D;IAC1D,SAAS,CAAC,EAAE,KAAK,CAAC,QAAQ,CAAC;IAC3B;0FACsF;IACtF,MAAM,EAAE,KAAK,CAAC,QAAQ,EAAE,CAAC;IACzB,SAAS,CAAC,EAAE,IAAI,CAAC;IACjB,SAAS,CAAC,EAAE,IAAI,CAAC;CAClB"}

package/dist/models/companySettings.model.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"companySettings.model.d.ts","sourceRoot":"","sources":["../../src/models/companySettings.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAA2B,MAAM,UAAU,CAAC;AACnD,OAAO,EACL,gBAAgB,EASjB,MAAM,yCAAyC,CAAC;AAuUjD,eAAO,MAAM,eAAe;;;;OAG3B,CAAC;AACF,eAAe,eAAe,CAAC"}
+{"version":3,"file":"companySettings.model.d.ts","sourceRoot":"","sources":["../../src/models/companySettings.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAA2B,MAAM,UAAU,CAAC;AACnD,OAAO,EACL,gBAAgB,EASjB,MAAM,yCAAyC,CAAC;AAyUjD,eAAO,MAAM,eAAe;;;;OAG3B,CAAC;AACF,eAAe,eAAe,CAAC"}

package/dist/models/companySettings.model.js

@@ -178,6 +178,8 @@ const retainerConfigSchema = new mongoose_1.Schema({
     oneActivePerChat: { type: Boolean, default: true },
     emailSignedCopy: { type: Boolean, default: true },
     retentionMonths: { type: Number, min: 1, max: 12, default: 3 },
+    // What this company is charged for each signed retainer, in cents. Unset = the standard price.
+    pricePerRetainer: { type: Number, min: 0 },
 }, { _id: false });
 // ─────────────────────────────────────────────
 // LEAD FIELDS SUB-SCHEMA

package/dist/models/invoice.model.js

@@ -107,7 +107,7 @@ const invoiceSchema = new mongoose_1.Schema({
         required: [true, "Total due is required"],
         min: 0,
     },
-    // The number printed on the invoice: "INV-2026-0001", sequential across OrbitXPro per year.
+    // The number printed on the invoice: "INV-2026-0001", sequential across ORBITXPRO per year.
     invoiceNumber: {
         type: String,
         trim: true,

package/dist/models/lead.model.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"lead.model.d.ts","sourceRoot":"","sources":["../../src/models/lead.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAAoB,MAAM,UAAU,CAAC;AAC5C,OAAO,EAAE,KAAK,EAAa,MAAM,8BAA8B,CAAC;AA6NhE,eAAO,MAAM,IAAI;;;;OAA4C,CAAC;AAC9D,eAAe,IAAI,CAAC"}
+{"version":3,"file":"lead.model.d.ts","sourceRoot":"","sources":["../../src/models/lead.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAAoB,MAAM,UAAU,CAAC;AAC5C,OAAO,EAAE,KAAK,EAAa,MAAM,8BAA8B,CAAC;AAuOhE,eAAO,MAAM,IAAI;;;;OAA4C,CAAC;AAC9D,eAAe,IAAI,CAAC"}

package/dist/models/lead.model.js

@@ -145,10 +145,20 @@ const leadSchema = new mongoose_1.Schema({
         note: { type: String, trim: true, maxlength: 1000 },
         decidedAt: Date,
         review: {
-            status: { type: String, enum: ["pending", "sending", "declined", "sent"] },
+            status: { type: String, enum: ["pending", "sending", "declined", "sent", "disputed"] },
             by: { type: mongoose_1.Schema.Types.ObjectId, ref: "User" },
             at: Date,
             note: { type: String, trim: true, maxlength: 1000 },
+            // The auditor challenging a decline. "upheld" is final -- it can't be disputed again.
+            dispute: {
+                note: { type: String, trim: true, maxlength: 1000 },
+                by: { type: mongoose_1.Schema.Types.ObjectId, ref: "Agent" },
+                at: Date,
+                resolution: { type: String, enum: ["upheld", "overturned"] },
+                resolvedBy: { type: mongoose_1.Schema.Types.ObjectId, ref: "User" },
+                resolvedAt: Date,
+                resolutionNote: { type: String, trim: true, maxlength: 1000 },
+            },
         },
         originalType: { type: String, enum: ["Sales", "Service", "Others"] },
     },

package/dist/models/leadLedger.model.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"leadLedger.model.d.ts","sourceRoot":"","sources":["../../src/models/leadLedger.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAAoB,MAAM,UAAU,CAAC;AAC5C,OAAO,EAAE,WAAW,EAAE,MAAM,oCAAoC,CAAC;AA2HjE,eAAO,MAAM,UAAU;;;;OAGtB,CAAC;AACF,eAAe,UAAU,CAAC"}
+{"version":3,"file":"leadLedger.model.d.ts","sourceRoot":"","sources":["../../src/models/leadLedger.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAAoB,MAAM,UAAU,CAAC;AAC5C,OAAO,EAAE,WAAW,EAAE,MAAM,oCAAoC,CAAC;AAiIjE,eAAO,MAAM,UAAU;;;;OAGtB,CAAC;AACF,eAAe,UAAU,CAAC"}

package/dist/models/leadLedger.model.js

@@ -57,6 +57,11 @@ const leadLedgerSchema = new mongoose_1.Schema({
         type: mongoose_1.Schema.Types.ObjectId,
         ref: "Lead",
     },
+    // The signed retainer this charge (or its credit) is for -- see helpers/retainerBilling.ts.
+    retainerId: {
+        type: mongoose_1.Schema.Types.ObjectId,
+        ref: "Retainer",
+    },
     invoiceId: {
         type: mongoose_1.Schema.Types.ObjectId,
         ref: "Invoice",

package/dist/models/monthlyTierSnapshot.model.js

@@ -49,7 +49,7 @@ const MonthlyTierSnapshotSchema = new mongoose_1.Schema({
     },
     tier: {
         type: String,
-        enum: ["Silver", "Gold", "Platinum"],
+        enum: ["Gold", "Platinum", "Diamond"],
         required: true,
     },
     commissionRate: {

package/dist/models/retainer.model.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"retainer.model.d.ts","sourceRoot":"","sources":["../../src/models/retainer.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAAoB,MAAM,UAAU,CAAC;AAC5C,OAAO,EAAE,SAAS,EAAE,MAAM,kCAAkC,CAAC;AAyD7D,eAAO,MAAM,QAAQ;;;;OAAwD,CAAC"}
+{"version":3,"file":"retainer.model.d.ts","sourceRoot":"","sources":["../../src/models/retainer.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAAoB,MAAM,UAAU,CAAC;AAC5C,OAAO,EAAE,SAAS,EAAE,MAAM,kCAAkC,CAAC;AAqE7D,eAAO,MAAM,QAAQ;;;;OAAwD,CAAC"}

package/dist/models/retainer.model.js

@@ -79,6 +79,18 @@ const retainerSchema = new mongoose_1.Schema({
     forwardedAt: { type: Date },
     forwardedBy: { type: mongoose_1.Schema.Types.ObjectId, ref: "User" },
     forwardedTo: { type: [String], default: undefined },
+    // Ops' own check of a signed retainer: pending until confirmed, or rejected with a note.
+    confirmation: {
+        status: { type: String, enum: ["pending", "confirmed", "rejected"] },
+        by: { type: mongoose_1.Schema.Types.ObjectId, ref: "User" },
+        at: { type: Date },
+        note: { type: String, trim: true, maxlength: 1000 },
+    },
+    // The charge for a signed retainer (cents) and its ledger entries -- see helpers/retainerBilling.ts.
+    price: { type: Number, min: 0 },
+    ledgerEntry: { type: mongoose_1.Schema.Types.ObjectId, ref: "LeadLedger" },
+    creditEntry: { type: mongoose_1.Schema.Types.ObjectId, ref: "LeadLedger" },
+    chargeClaimedAt: { type: Date },
 }, { timestamps: true });
 retainerSchema.index({ company: 1, createdAt: -1 });
 retainerSchema.index({ chat: 1, createdAt: -1 });

package/dist/models/tierConfig.model.js

@@ -38,7 +38,7 @@ const mongoose_1 = __importStar(require("mongoose"));
 const tierConfigSchema = new mongoose_1.Schema({
     tier: {
         type: String,
-        enum: ["Silver", "Gold", "Platinum"],
+        enum: ["Gold", "Platinum", "Diamond"],
         unique: true,
         required: true,
     },

package/dist/models/update.model.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"update.model.d.ts","sourceRoot":"","sources":["../../src/models/update.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAAoB,MAAM,UAAU,CAAC;AAC5C,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AACtC,OAAO,EAAE,OAAO,EAAE,MAAM,gCAAgC,CAAC;AAEzD;;;;;;;;GAQG;AACH,eAAO,MAAM,YAAY,uBAAqB,CAAC;AA4E/C,eAAO,MAAM,MAAM;;;;OAAkD,CAAC;AACtE,eAAe,MAAM,CAAC"}
+{"version":3,"file":"update.model.d.ts","sourceRoot":"","sources":["../../src/models/update.model.ts"],"names":[],"mappings":"AAAA,OAAO,QAAoB,MAAM,UAAU,CAAC;AAC5C,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AACtC,OAAO,EAAE,OAAO,EAAE,MAAM,gCAAgC,CAAC;AAEzD;;;;;;;;GAQG;AACH,eAAO,MAAM,YAAY,uBAAqB,CAAC;AA+E/C,eAAO,MAAM,MAAM;;;;OAAkD,CAAC;AACtE,eAAe,MAAM,CAAC"}

package/dist/models/update.model.js

@@ -85,6 +85,9 @@ const updateSchema = new mongoose_1.Schema({
             "audit_reviewed",
             "audit_task_changed",
             "audit_resend_request",
+            // Ops only: an auditor disputed a decline (to whoever resolves disputes), and the outcome
+            // (to the reviewer who declined). The auditor's own outcome arrives as "audit_reviewed".
+            "audit_dispute",
         ],
         required: true,
         index: true,

package/dist/permissions/trees/ops.tree.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"ops.tree.d.ts","sourceRoot":"","sources":["../../../src/permissions/trees/ops.tree.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAE,MAAM,UAAU,CAAC;AAQ1C,eAAO,MAAM,OAAO,EAAE,cAAc,EAiMnC,CAAC"}
+{"version":3,"file":"ops.tree.d.ts","sourceRoot":"","sources":["../../../src/permissions/trees/ops.tree.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAE,MAAM,UAAU,CAAC;AAQ1C,eAAO,MAAM,OAAO,EAAE,cAAc,EAoMnC,CAAC"}

package/dist/permissions/trees/ops.tree.js

@@ -195,6 +195,9 @@ exports.opsTree = [
             { key: "audit.analytics", label: "Analytics" },
             { key: "audit.tasks", label: "Manage Tasks" },
             { key: "audit.resendRequests", label: "Resend Requests" },
+            // Separate from Resend Requests on purpose: when an auditor disputes a decline, the person
+            // settling it doesn't have to be drawn from the same pool as whoever can decline one.
+            { key: "audit.resolveDisputes", label: "Resolve Disputes" },
         ],
     },
     { key: "settings", label: "Settings" },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "orbitx-core-models",
-  "version": "11.180.0",
+  "version": "11.182.0",
   "description": "Shared Mongoose models and interfaces for OrbitX services",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",