@bigfootai/bigfoot-types 4.9.14 → 4.9.16

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Files changed (13) hide show
  1. package/metadata/dashboards/account_overview.js +8 -1
  2. package/metadata/dashboards/account_overview.ts +12 -3
  3. package/metadata/providers/google.js +69 -0
  4. package/metadata/providers/google.ts +75 -0
  5. package/metadata/providers/noded.js +412 -0
  6. package/metadata/providers/noded.ts +434 -0
  7. package/metadata/providers/salesforce.js +33 -0
  8. package/metadata/providers/salesforce.ts +35 -0
  9. package/metadata/tables/organization.js +75 -0
  10. package/metadata/tables/organization.ts +76 -0
  11. package/model.js +2 -2
  12. package/model.ts +6 -2
  13. package/package.json +1 -1
package/metadata/dashboards/account_overview.js CHANGED
@@ -13,9 +13,16 @@ exports.AccountOverview = {
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  {
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  name: 'summary',
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  title: 'Exec Summary',
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- description: 'A short summary about the account',
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+ description: 'Write short summary about the topic or topics provided. Keep the response to 3 to 5 sentences. Focus on key milestones, issues and opportunities.',
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  blockType: model_1.BlockType.Section,
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  },
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+ {
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+ name: 'overview',
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+ title: 'Overview',
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+ description: 'The data below represents key metrics that we evaluate our customers using.',
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+ metadataType: 'organization',
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+ blockType: model_1.BlockType.Record,
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+ },
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  {
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  name: 'opportunities',
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  title: 'Opportunities',
package/metadata/dashboards/account_overview.ts CHANGED
@@ -1,6 +1,6 @@
1
- import { BlockType, DocumentMetadata } from '../../model';
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+ import { BlockType, DashboardMetadata } from '../../model';
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2
 
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- export const AccountOverview: DocumentMetadata = {
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+ export const AccountOverview: DashboardMetadata = {
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  _id: '',
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  dateCreated: 0,
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  dateUpdated: 0,
@@ -12,9 +12,18 @@ export const AccountOverview: DocumentMetadata = {
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  {
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  name: 'summary',
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  title: 'Exec Summary',
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- description: 'A short summary about the account',
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+ description:
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+ 'Write short summary about the topic or topics provided. Keep the response to 3 to 5 sentences. Focus on key milestones, issues and opportunities.',
16
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  blockType: BlockType.Section,
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18
  },
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+ {
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+ name: 'overview',
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+ title: 'Overview',
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+ description:
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+ 'The data below represents key metrics that we evaluate our customers using.',
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+ metadataType: 'organization',
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+ blockType: BlockType.Record,
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+ },
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  {
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  name: 'opportunities',
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  title: 'Opportunities',
package/metadata/providers/google.js ADDED
@@ -0,0 +1,69 @@
1
+ "use strict";
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+ Object.defineProperty(exports, "__esModule", { value: true });
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+ exports.google = void 0;
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+ exports.google = {
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+ _id: '65caf072280c2cfce04c6362',
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+ dateCreated: 0,
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+ dateUpdated: 0,
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+ name: 'google',
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+ description: 'Something about what it does',
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+ instanceUrl: 'https://connect-google-dev.noded.so',
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+ applications: [
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+ {
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+ name: 'calendar',
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+ sobjects: {
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+ calendar: true,
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+ task: false,
17
+ conference: false,
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+ document: false,
19
+ thread: false,
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+ template: false,
21
+ table: false,
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+ },
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+ linkSubscriptions: [],
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+ description: 'Bring your calendar into Noded to get up-to-the-minute insights on your day.',
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+ iconUrl: 'https://upload.wikimedia.org/wikipedia/commons/thumb/a/a5/Google_Calendar_icon_%282020%29.svg/240px-Google_Calendar_icon_%282020%29.svg.png',
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+ label: 'Google Calendar',
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+ recordTypeSubscriptions: [''],
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+ authentication: true,
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+ },
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+ {
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+ name: 'tasks',
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+ sobjects: {
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+ calendar: false,
34
+ task: true,
35
+ conference: false,
36
+ document: false,
37
+ thread: false,
38
+ template: false,
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+ table: false,
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+ },
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+ linkSubscriptions: [],
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+ description: 'Manage your tasks and task lists directly from Noded.',
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+ iconUrl: 'https://upload.wikimedia.org/wikipedia/commons/thumb/5/5b/Google_Tasks_2021.svg/253px-Google_Tasks_2021.svg.png',
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+ label: 'Google Tasks',
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+ recordTypeSubscriptions: [''],
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+ authentication: true,
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+ },
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+ {
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+ name: 'docs',
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+ sobjects: {
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+ calendar: false,
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+ task: false,
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+ conference: false,
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+ document: true,
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+ thread: false,
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+ template: false,
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+ table: false,
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+ },
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+ linkSubscriptions: ['docs.google.com'],
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+ description: "Add document previews and ingest your documents so they're easily searchable.",
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+ iconUrl: 'https://upload.wikimedia.org/wikipedia/commons/thumb/1/18/Google_Docs_icon_%282020%29.svg/174px-Google_Docs_icon_%282020%29.svg.png',
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+ label: 'Google Docs',
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+ recordTypeSubscriptions: [''],
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+ authentication: true,
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+ },
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+ ],
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+ label: 'Google Connect',
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+ iconUrl: 'https://upload.wikimedia.org/wikipedia/commons/thumb/5/5f/Google_Workspace_Logo.svg/640px-Google_Workspace_Logo.svg.png',
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+ };
package/metadata/providers/google.ts ADDED
@@ -0,0 +1,75 @@
1
+ import { Provider } from '../../model';
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+
3
+ export const google: Provider = {
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+ _id: '65caf072280c2cfce04c6362',
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+ dateCreated: 0,
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+ dateUpdated: 0,
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+ name: 'google',
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+ description: 'Something about what it does',
9
+ instanceUrl: 'https://connect-google-dev.noded.so',
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+ applications: [
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+ {
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+ name: 'calendar',
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+ sobjects: {
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+ calendar: true,
15
+ task: false,
16
+ conference: false,
17
+ document: false,
18
+ thread: false,
19
+ template: false,
20
+ table: false,
21
+ },
22
+ linkSubscriptions: [],
23
+ description:
24
+ 'Bring your calendar into Noded to get up-to-the-minute insights on your day.',
25
+ iconUrl:
26
+ 'https://upload.wikimedia.org/wikipedia/commons/thumb/a/a5/Google_Calendar_icon_%282020%29.svg/240px-Google_Calendar_icon_%282020%29.svg.png',
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+ label: 'Google Calendar',
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+ recordTypeSubscriptions: [''],
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+ authentication: true,
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+ },
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+ {
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+ name: 'tasks',
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+ sobjects: {
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+ calendar: false,
35
+ task: true,
36
+ conference: false,
37
+ document: false,
38
+ thread: false,
39
+ template: false,
40
+ table: false,
41
+ },
42
+ linkSubscriptions: [],
43
+ description:
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+ 'Manage your tasks and task lists directly from Noded.',
45
+ iconUrl:
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+ 'https://upload.wikimedia.org/wikipedia/commons/thumb/5/5b/Google_Tasks_2021.svg/253px-Google_Tasks_2021.svg.png',
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+ label: 'Google Tasks',
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+ recordTypeSubscriptions: [''],
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+ authentication: true,
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+ },
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+ {
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+ name: 'docs',
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+ sobjects: {
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+ calendar: false,
55
+ task: false,
56
+ conference: false,
57
+ document: true,
58
+ thread: false,
59
+ template: false,
60
+ table: false,
61
+ },
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+ linkSubscriptions: ['docs.google.com'],
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+ description:
64
+ "Add document previews and ingest your documents so they're easily searchable.",
65
+ iconUrl:
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+ 'https://upload.wikimedia.org/wikipedia/commons/thumb/1/18/Google_Docs_icon_%282020%29.svg/174px-Google_Docs_icon_%282020%29.svg.png',
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+ label: 'Google Docs',
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+ recordTypeSubscriptions: [''],
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+ authentication: true,
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+ },
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+ ],
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+ label: 'Google Connect',
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+ iconUrl:
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+ 'https://upload.wikimedia.org/wikipedia/commons/thumb/5/5f/Google_Workspace_Logo.svg/640px-Google_Workspace_Logo.svg.png',
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+ };
package/metadata/providers/noded.js ADDED
@@ -0,0 +1,412 @@
1
+ "use strict";
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+ Object.defineProperty(exports, "__esModule", { value: true });
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+ exports.noded = void 0;
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+ const model_1 = require("../../model");
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+ exports.noded = {
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+ _id: '6635a69bf0985154b603b7fa',
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+ dateCreated: 0,
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+ dateUpdated: 0,
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+ name: 'noded',
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+ description: 'The Noded applications for Noded',
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+ instanceUrl: 'https://api.noded.so',
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+ applications: [
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+ {
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+ name: 'customer_success',
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+ documentTypeSubscriptions: ['healthcheck'],
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+ sobjects: {
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+ calendar: false,
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+ task: false,
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+ conference: false,
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+ document: false,
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+ thread: false,
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+ template: false,
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+ table: false,
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+ },
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+ recordTypeSubscriptions: ['opportunity', 'case'],
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+ description: 'Noded customized to make it more productive for customer success use-cases.',
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+ iconUrl: '',
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+ label: 'Noded for Customer Success',
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+ linkSubscriptions: [''],
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+ authentication: false,
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+ dashboardTagSubscriptions: [
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+ {
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+ tagType: model_1.TagType.Organization,
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+ dashboardSubscriptions: ['account_overview'],
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+ },
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+ ],
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+ dashboardTypeSubscriptions: ['account_overview'],
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+ },
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+ ],
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+ tableMetadata: [
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+ {
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+ _id: '',
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+ dateCreated: 0,
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+ dateUpdated: 0,
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+ label: 'Opportunity',
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+ description: 'Represents an opportunity, which is a sale or pending deal.',
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+ references: [
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+ 'https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm',
49
+ ],
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+ fields: [
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+ {
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+ label: 'Name',
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+ name: 'Name',
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+ description: 'A name for this opportunity.',
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+ fieldType: model_1.FieldType.Text,
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+ maximumCharacters: 120,
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+ readOnly: false,
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+ important: true,
59
+ status: false,
60
+ },
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+ {
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+ label: 'Account',
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+ name: 'Account.Name',
64
+ description: 'Name of the account associated with this opportunity.',
65
+ fieldType: model_1.FieldType.Text,
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+ readOnly: false,
67
+ important: true,
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+ status: false,
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+ },
70
+ {
71
+ label: 'Amount',
72
+ name: 'Amount',
73
+ description: 'Estimated total sale amount.',
74
+ fieldType: model_1.FieldType.Text,
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+ fieldVariation: model_1.FieldVariation.Currency,
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+ readOnly: false,
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+ important: true,
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+ status: false,
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+ },
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+ {
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+ label: 'Close Date',
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+ name: 'CloseDate',
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+ description: 'Date when the opportunity is expected to close.',
84
+ fieldType: model_1.FieldType.Text,
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+ fieldVariation: model_1.FieldVariation.Date,
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+ readOnly: false,
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+ important: true,
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+ status: false,
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+ },
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+ {
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+ label: 'Stage',
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+ name: 'StageName',
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+ description: 'Current stage of this opportunity.',
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+ fieldType: model_1.FieldType.Select,
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+ readOnly: false,
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+ options: [
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+ {
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+ label: 'Prospecting',
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+ value: 'Prospecting',
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+ status: model_1.TaskStatus.NotStarted,
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+ },
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+ {
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+ label: 'Qualification',
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+ value: 'Qualification',
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+ status: model_1.TaskStatus.InProgress,
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+ },
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+ {
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+ label: 'Needs Analysis',
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+ value: 'Needs Analysis',
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+ status: model_1.TaskStatus.InProgress,
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+ },
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+ {
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+ label: 'Value Proposition',
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+ value: 'Value Proposition',
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+ status: model_1.TaskStatus.InProgress,
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+ },
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+ {
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+ label: 'Id. Decision Makers',
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+ value: 'Id. Decision Makers',
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+ status: model_1.TaskStatus.InProgress,
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+ },
122
+ {
123
+ label: 'Perception Analysis',
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+ value: 'Perception Analysis',
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+ status: model_1.TaskStatus.InProgress,
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+ },
127
+ {
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+ label: 'Proposal/Price Quote',
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+ value: 'Proposal/Price Quote',
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+ status: model_1.TaskStatus.InProgress,
131
+ },
132
+ {
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+ label: 'Negotiation/Review',
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+ value: 'Negotiation/Review',
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+ status: model_1.TaskStatus.InProgress,
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+ },
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+ {
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+ label: 'Closed Won',
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+ value: 'Closed Won',
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+ status: model_1.TaskStatus.Completed,
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+ },
142
+ {
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+ label: 'Closed Lost',
144
+ value: 'Closed Lost',
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+ status: model_1.TaskStatus.Completed,
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+ },
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+ ],
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+ important: true,
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+ status: true,
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+ },
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+ {
152
+ label: 'Owner',
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+ name: 'Owner.Name',
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+ description: 'Name of the User who has been assigned to work on this opportunity.',
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+ fieldType: model_1.FieldType.Text,
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+ readOnly: false,
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+ important: true,
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+ status: false,
159
+ },
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+ {
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+ label: 'Next Step',
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+ name: 'NextStep',
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+ description: 'A short description of next task in closing opportunity.',
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+ fieldType: model_1.FieldType.Text,
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+ maximumCharacters: 250,
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+ readOnly: false,
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+ important: true,
168
+ status: false,
169
+ },
170
+ {
171
+ label: 'Description',
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+ name: 'Description',
173
+ description: 'Text description of the opportunity.',
174
+ fieldType: model_1.FieldType.Text,
175
+ fieldVariation: model_1.FieldVariation.Multi,
176
+ maximumCharacters: 32000,
177
+ readOnly: false,
178
+ important: false,
179
+ status: false,
180
+ },
181
+ ],
182
+ classifiers: [
183
+ 'interested in purchasing',
184
+ 'new opportunity',
185
+ 'interested in moving forward',
186
+ 'followup with sales',
187
+ ],
188
+ metadataType: 'opportunity',
189
+ threshold: 0.24,
190
+ },
191
+ {
192
+ _id: '',
193
+ dateCreated: 0,
194
+ dateUpdated: 0,
195
+ description: 'Represents an case/ticket, which is a problem that needs to be resolved.',
196
+ references: [
197
+ 'https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm',
198
+ 'https://developer.zendesk.com/api-reference/ticketing/tickets/tickets/',
199
+ ],
200
+ fields: [
201
+ {
202
+ label: 'Subject',
203
+ name: 'Subject',
204
+ description: 'A summary description of the issue.',
205
+ fieldType: model_1.FieldType.Text,
206
+ maximumCharacters: 255,
207
+ readOnly: false,
208
+ important: true,
209
+ status: false,
210
+ },
211
+ {
212
+ label: 'Priority',
213
+ name: 'Priority',
214
+ description: 'The priority of the issue.',
215
+ fieldType: model_1.FieldType.Select,
216
+ readOnly: false,
217
+ options: [
218
+ {
219
+ label: 'High',
220
+ value: 'High',
221
+ priority: model_1.TaskPriority.High,
222
+ },
223
+ {
224
+ label: 'Medium',
225
+ value: 'Medium',
226
+ priority: model_1.TaskPriority.Medium,
227
+ },
228
+ {
229
+ label: 'Low',
230
+ value: 'Low',
231
+ priority: model_1.TaskPriority.Low,
232
+ },
233
+ ],
234
+ important: true,
235
+ status: false,
236
+ },
237
+ {
238
+ label: 'Status',
239
+ name: 'Status',
240
+ description: 'The status of the issue.',
241
+ fieldType: model_1.FieldType.Select,
242
+ readOnly: false,
243
+ options: [
244
+ {
245
+ label: 'New',
246
+ value: 'New',
247
+ status: model_1.TaskStatus.NotStarted,
248
+ },
249
+ {
250
+ label: 'Open',
251
+ value: 'Open',
252
+ status: model_1.TaskStatus.NotStarted,
253
+ },
254
+ {
255
+ label: 'Pending',
256
+ value: 'Pending',
257
+ status: model_1.TaskStatus.InProgress,
258
+ },
259
+ {
260
+ label: 'Hold',
261
+ value: 'Hold',
262
+ status: model_1.TaskStatus.Completed,
263
+ },
264
+ {
265
+ label: 'Solved',
266
+ value: 'Solved',
267
+ status: model_1.TaskStatus.Completed,
268
+ },
269
+ {
270
+ label: 'Closed',
271
+ value: 'Closed',
272
+ status: model_1.TaskStatus.Completed,
273
+ },
274
+ ],
275
+ important: true,
276
+ status: true,
277
+ },
278
+ {
279
+ label: 'Account',
280
+ name: 'Account.Name',
281
+ description: 'Name of the account associated with this issue.',
282
+ fieldType: model_1.FieldType.Text,
283
+ readOnly: false,
284
+ important: true,
285
+ status: false,
286
+ },
287
+ {
288
+ label: 'Contact Name',
289
+ name: 'Contact.Name',
290
+ description: 'Name of the contact associated with this issue.',
291
+ fieldType: model_1.FieldType.Text,
292
+ readOnly: false,
293
+ important: true,
294
+ status: false,
295
+ },
296
+ {
297
+ label: 'Owner',
298
+ name: 'Owner.Name',
299
+ description: 'Name of the User who has been assigned to work on this issue.',
300
+ fieldType: model_1.FieldType.Text,
301
+ readOnly: false,
302
+ important: true,
303
+ status: false,
304
+ },
305
+ {
306
+ label: 'Description',
307
+ name: 'Description',
308
+ description: 'Text description of the issue.',
309
+ fieldType: model_1.FieldType.Text,
310
+ fieldVariation: model_1.FieldVariation.Multi,
311
+ maximumCharacters: 32000,
312
+ readOnly: false,
313
+ important: false,
314
+ status: false,
315
+ },
316
+ ],
317
+ classifiers: [
318
+ 'issue with our product',
319
+ 'problems getting it working',
320
+ 'errors using',
321
+ 'struggling to get it going',
322
+ ],
323
+ metadataType: 'case',
324
+ label: 'Case',
325
+ threshold: 0.24,
326
+ },
327
+ ],
328
+ documentMetadata: [
329
+ {
330
+ _id: '',
331
+ dateCreated: 0,
332
+ dateUpdated: 0,
333
+ label: 'Customer Health Check',
334
+ description: 'This template should be used for customer meetings where the person is checking the satisfaction of the customer with their product or service.',
335
+ metadataType: 'healthcheck',
336
+ blockDescriptions: [
337
+ {
338
+ name: 'summary',
339
+ title: 'Exec Summary',
340
+ description: 'Outlines the key takeaways of the meeting',
341
+ blockType: model_1.BlockType.Section,
342
+ },
343
+ {
344
+ name: 'issues',
345
+ title: 'Issues',
346
+ description: 'A bulleted list of issues the customer raised during the meeting',
347
+ blockType: model_1.BlockType.Section,
348
+ },
349
+ {
350
+ name: 'projects',
351
+ title: 'Projects/Milestones',
352
+ description: 'A bulleted list of any projects and milestone dates that are critical to the customer',
353
+ blockType: model_1.BlockType.Section,
354
+ },
355
+ {
356
+ name: 'opportunities',
357
+ title: 'Opportunities',
358
+ description: 'A bulleted list of any opportunities the customer discussed at the meeting',
359
+ blockType: model_1.BlockType.Section,
360
+ },
361
+ ],
362
+ classifiers: [
363
+ 'health check',
364
+ 'customer check-in',
365
+ 'customer status meeting',
366
+ 'customer feedback session',
367
+ ],
368
+ threshold: 0.24,
369
+ },
370
+ ],
371
+ dashboardMetadata: [
372
+ {
373
+ _id: '',
374
+ dateCreated: 0,
375
+ dateUpdated: 0,
376
+ label: 'Account Overview',
377
+ description: 'This template should be used to provide account overviews or account summaries.',
378
+ metadataType: 'account_overview',
379
+ blockDescriptions: [
380
+ {
381
+ name: 'summary',
382
+ title: 'Summary',
383
+ description: 'A short summary about the account',
384
+ blockType: model_1.BlockType.Section,
385
+ },
386
+ {
387
+ name: 'opportunities',
388
+ title: 'Opportunities',
389
+ description: 'A list of opportunities associated with the account',
390
+ metadataType: 'opportunity',
391
+ blockType: model_1.BlockType.Table,
392
+ },
393
+ {
394
+ name: 'cases',
395
+ title: 'Cases',
396
+ description: 'A list of cases associated with the account',
397
+ metadataType: 'case',
398
+ blockType: model_1.BlockType.Table,
399
+ },
400
+ ],
401
+ classifiers: [
402
+ 'account summary',
403
+ 'account overview',
404
+ 'account briefing',
405
+ 'account plan',
406
+ ],
407
+ threshold: 0,
408
+ },
409
+ ],
410
+ label: 'Noded',
411
+ iconUrl: '',
412
+ };
package/metadata/providers/noded.ts ADDED
@@ -0,0 +1,434 @@
1
+ import {
2
+ BlockType,
3
+ FieldType,
4
+ FieldVariation,
5
+ Provider,
6
+ TagType,
7
+ TaskPriority,
8
+ TaskStatus,
9
+ } from '../../model';
10
+
11
+ export const noded: Provider = {
12
+ _id: '6635a69bf0985154b603b7fa',
13
+ dateCreated: 0,
14
+ dateUpdated: 0,
15
+ name: 'noded',
16
+ description: 'The Noded applications for Noded',
17
+ instanceUrl: 'https://api.noded.so',
18
+ applications: [
19
+ {
20
+ name: 'customer_success',
21
+ documentTypeSubscriptions: ['healthcheck'],
22
+ sobjects: {
23
+ calendar: false,
24
+ task: false,
25
+ conference: false,
26
+ document: false,
27
+ thread: false,
28
+ template: false,
29
+ table: false,
30
+ },
31
+ recordTypeSubscriptions: ['opportunity', 'case'],
32
+ description:
33
+ 'Noded customized to make it more productive for customer success use-cases.',
34
+ iconUrl: '',
35
+ label: 'Noded for Customer Success',
36
+ linkSubscriptions: [''],
37
+ authentication: false,
38
+ dashboardTagSubscriptions: [
39
+ {
40
+ tagType: TagType.Organization,
41
+ dashboardSubscriptions: ['account_overview'],
42
+ },
43
+ ],
44
+ dashboardTypeSubscriptions: ['account_overview'],
45
+ },
46
+ ],
47
+ tableMetadata: [
48
+ {
49
+ _id: '',
50
+ dateCreated: 0,
51
+ dateUpdated: 0,
52
+ label: 'Opportunity',
53
+ description:
54
+ 'Represents an opportunity, which is a sale or pending deal.',
55
+ references: [
56
+ 'https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm',
57
+ ],
58
+ fields: [
59
+ {
60
+ label: 'Name',
61
+ name: 'Name',
62
+ description: 'A name for this opportunity.',
63
+ fieldType: FieldType.Text,
64
+ maximumCharacters: 120,
65
+ readOnly: false,
66
+ important: true,
67
+ status: false,
68
+ },
69
+ {
70
+ label: 'Account',
71
+ name: 'Account.Name',
72
+ description:
73
+ 'Name of the account associated with this opportunity.',
74
+ fieldType: FieldType.Text,
75
+ readOnly: false,
76
+ important: true,
77
+ status: false,
78
+ },
79
+ {
80
+ label: 'Amount',
81
+ name: 'Amount',
82
+ description: 'Estimated total sale amount.',
83
+ fieldType: FieldType.Text,
84
+ fieldVariation: FieldVariation.Currency,
85
+ readOnly: false,
86
+ important: true,
87
+ status: false,
88
+ },
89
+ {
90
+ label: 'Close Date',
91
+ name: 'CloseDate',
92
+ description:
93
+ 'Date when the opportunity is expected to close.',
94
+ fieldType: FieldType.Text,
95
+ fieldVariation: FieldVariation.Date,
96
+ readOnly: false,
97
+ important: true,
98
+ status: false,
99
+ },
100
+ {
101
+ label: 'Stage',
102
+ name: 'StageName',
103
+ description: 'Current stage of this opportunity.',
104
+ fieldType: FieldType.Select,
105
+ readOnly: false,
106
+ options: [
107
+ {
108
+ label: 'Prospecting',
109
+ value: 'Prospecting',
110
+ status: TaskStatus.NotStarted,
111
+ },
112
+ {
113
+ label: 'Qualification',
114
+ value: 'Qualification',
115
+ status: TaskStatus.InProgress,
116
+ },
117
+ {
118
+ label: 'Needs Analysis',
119
+ value: 'Needs Analysis',
120
+ status: TaskStatus.InProgress,
121
+ },
122
+ {
123
+ label: 'Value Proposition',
124
+ value: 'Value Proposition',
125
+ status: TaskStatus.InProgress,
126
+ },
127
+ {
128
+ label: 'Id. Decision Makers',
129
+ value: 'Id. Decision Makers',
130
+ status: TaskStatus.InProgress,
131
+ },
132
+ {
133
+ label: 'Perception Analysis',
134
+ value: 'Perception Analysis',
135
+ status: TaskStatus.InProgress,
136
+ },
137
+ {
138
+ label: 'Proposal/Price Quote',
139
+ value: 'Proposal/Price Quote',
140
+ status: TaskStatus.InProgress,
141
+ },
142
+ {
143
+ label: 'Negotiation/Review',
144
+ value: 'Negotiation/Review',
145
+ status: TaskStatus.InProgress,
146
+ },
147
+ {
148
+ label: 'Closed Won',
149
+ value: 'Closed Won',
150
+ status: TaskStatus.Completed,
151
+ },
152
+ {
153
+ label: 'Closed Lost',
154
+ value: 'Closed Lost',
155
+ status: TaskStatus.Completed,
156
+ },
157
+ ],
158
+ important: true,
159
+ status: true,
160
+ },
161
+ {
162
+ label: 'Owner',
163
+ name: 'Owner.Name',
164
+ description:
165
+ 'Name of the User who has been assigned to work on this opportunity.',
166
+ fieldType: FieldType.Text,
167
+ readOnly: false,
168
+ important: true,
169
+ status: false,
170
+ },
171
+ {
172
+ label: 'Next Step',
173
+ name: 'NextStep',
174
+ description:
175
+ 'A short description of next task in closing opportunity.',
176
+ fieldType: FieldType.Text,
177
+ maximumCharacters: 250,
178
+ readOnly: false,
179
+ important: true,
180
+ status: false,
181
+ },
182
+ {
183
+ label: 'Description',
184
+ name: 'Description',
185
+ description: 'Text description of the opportunity.',
186
+ fieldType: FieldType.Text,
187
+ fieldVariation: FieldVariation.Multi,
188
+ maximumCharacters: 32000,
189
+ readOnly: false,
190
+ important: false,
191
+ status: false,
192
+ },
193
+ ],
194
+ classifiers: [
195
+ 'interested in purchasing',
196
+ 'new opportunity',
197
+ 'interested in moving forward',
198
+ 'followup with sales',
199
+ ],
200
+ metadataType: 'opportunity',
201
+ threshold: 0.24,
202
+ },
203
+ {
204
+ _id: '',
205
+ dateCreated: 0,
206
+ dateUpdated: 0,
207
+ description:
208
+ 'Represents an case/ticket, which is a problem that needs to be resolved.',
209
+ references: [
210
+ 'https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm',
211
+ 'https://developer.zendesk.com/api-reference/ticketing/tickets/tickets/',
212
+ ],
213
+ fields: [
214
+ {
215
+ label: 'Subject',
216
+ name: 'Subject',
217
+ description: 'A summary description of the issue.',
218
+ fieldType: FieldType.Text,
219
+ maximumCharacters: 255,
220
+ readOnly: false,
221
+ important: true,
222
+ status: false,
223
+ },
224
+ {
225
+ label: 'Priority',
226
+ name: 'Priority',
227
+ description: 'The priority of the issue.',
228
+ fieldType: FieldType.Select,
229
+ readOnly: false,
230
+ options: [
231
+ {
232
+ label: 'High',
233
+ value: 'High',
234
+ priority: TaskPriority.High,
235
+ },
236
+ {
237
+ label: 'Medium',
238
+ value: 'Medium',
239
+ priority: TaskPriority.Medium,
240
+ },
241
+ {
242
+ label: 'Low',
243
+ value: 'Low',
244
+ priority: TaskPriority.Low,
245
+ },
246
+ ],
247
+ important: true,
248
+ status: false,
249
+ },
250
+ {
251
+ label: 'Status',
252
+ name: 'Status',
253
+ description: 'The status of the issue.',
254
+ fieldType: FieldType.Select,
255
+ readOnly: false,
256
+ options: [
257
+ {
258
+ label: 'New',
259
+ value: 'New',
260
+ status: TaskStatus.NotStarted,
261
+ },
262
+ {
263
+ label: 'Open',
264
+ value: 'Open',
265
+ status: TaskStatus.NotStarted,
266
+ },
267
+ {
268
+ label: 'Pending',
269
+ value: 'Pending',
270
+ status: TaskStatus.InProgress,
271
+ },
272
+ {
273
+ label: 'Hold',
274
+ value: 'Hold',
275
+ status: TaskStatus.Completed,
276
+ },
277
+ {
278
+ label: 'Solved',
279
+ value: 'Solved',
280
+ status: TaskStatus.Completed,
281
+ },
282
+ {
283
+ label: 'Closed',
284
+ value: 'Closed',
285
+ status: TaskStatus.Completed,
286
+ },
287
+ ],
288
+ important: true,
289
+ status: true,
290
+ },
291
+ {
292
+ label: 'Account',
293
+ name: 'Account.Name',
294
+ description:
295
+ 'Name of the account associated with this issue.',
296
+ fieldType: FieldType.Text,
297
+ readOnly: false,
298
+ important: true,
299
+ status: false,
300
+ },
301
+ {
302
+ label: 'Contact Name',
303
+ name: 'Contact.Name',
304
+ description:
305
+ 'Name of the contact associated with this issue.',
306
+ fieldType: FieldType.Text,
307
+ readOnly: false,
308
+ important: true,
309
+ status: false,
310
+ },
311
+ {
312
+ label: 'Owner',
313
+ name: 'Owner.Name',
314
+ description:
315
+ 'Name of the User who has been assigned to work on this issue.',
316
+ fieldType: FieldType.Text,
317
+ readOnly: false,
318
+ important: true,
319
+ status: false,
320
+ },
321
+ {
322
+ label: 'Description',
323
+ name: 'Description',
324
+ description: 'Text description of the issue.',
325
+ fieldType: FieldType.Text,
326
+ fieldVariation: FieldVariation.Multi,
327
+ maximumCharacters: 32000,
328
+ readOnly: false,
329
+ important: false,
330
+ status: false,
331
+ },
332
+ ],
333
+ classifiers: [
334
+ 'issue with our product',
335
+ 'problems getting it working',
336
+ 'errors using',
337
+ 'struggling to get it going',
338
+ ],
339
+ metadataType: 'case',
340
+ label: 'Case',
341
+ threshold: 0.24,
342
+ },
343
+ ],
344
+ documentMetadata: [
345
+ {
346
+ _id: '',
347
+ dateCreated: 0,
348
+ dateUpdated: 0,
349
+ label: 'Customer Health Check',
350
+ description:
351
+ 'This template should be used for customer meetings where the person is checking the satisfaction of the customer with their product or service.',
352
+ metadataType: 'healthcheck',
353
+ blockDescriptions: [
354
+ {
355
+ name: 'summary',
356
+ title: 'Exec Summary',
357
+ description: 'Outlines the key takeaways of the meeting',
358
+ blockType: BlockType.Section,
359
+ },
360
+ {
361
+ name: 'issues',
362
+ title: 'Issues',
363
+ description:
364
+ 'A bulleted list of issues the customer raised during the meeting',
365
+ blockType: BlockType.Section,
366
+ },
367
+ {
368
+ name: 'projects',
369
+ title: 'Projects/Milestones',
370
+ description:
371
+ 'A bulleted list of any projects and milestone dates that are critical to the customer',
372
+ blockType: BlockType.Section,
373
+ },
374
+ {
375
+ name: 'opportunities',
376
+ title: 'Opportunities',
377
+ description:
378
+ 'A bulleted list of any opportunities the customer discussed at the meeting',
379
+ blockType: BlockType.Section,
380
+ },
381
+ ],
382
+ classifiers: [
383
+ 'health check',
384
+ 'customer check-in',
385
+ 'customer status meeting',
386
+ 'customer feedback session',
387
+ ],
388
+ threshold: 0.24,
389
+ },
390
+ ],
391
+ dashboardMetadata: [
392
+ {
393
+ _id: '',
394
+ dateCreated: 0,
395
+ dateUpdated: 0,
396
+ label: 'Account Overview',
397
+ description:
398
+ 'This template should be used to provide account overviews or account summaries.',
399
+ metadataType: 'account_overview',
400
+ blockDescriptions: [
401
+ {
402
+ name: 'summary',
403
+ title: 'Summary',
404
+ description: 'A short summary about the account',
405
+ blockType: BlockType.Section,
406
+ },
407
+ {
408
+ name: 'opportunities',
409
+ title: 'Opportunities',
410
+ description:
411
+ 'A list of opportunities associated with the account',
412
+ metadataType: 'opportunity',
413
+ blockType: BlockType.Table,
414
+ },
415
+ {
416
+ name: 'cases',
417
+ title: 'Cases',
418
+ description: 'A list of cases associated with the account',
419
+ metadataType: 'case',
420
+ blockType: BlockType.Table,
421
+ },
422
+ ],
423
+ classifiers: [
424
+ 'account summary',
425
+ 'account overview',
426
+ 'account briefing',
427
+ 'account plan',
428
+ ],
429
+ threshold: 0,
430
+ },
431
+ ],
432
+ label: 'Noded',
433
+ iconUrl: '',
434
+ };
package/metadata/providers/salesforce.js ADDED
@@ -0,0 +1,33 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
3
+ exports.salesforce = void 0;
4
+ exports.salesforce = {
5
+ _id: '66331c02f0985154b603b789',
6
+ dateCreated: 0,
7
+ dateUpdated: 0,
8
+ name: 'salesforce',
9
+ description: 'Something about what it does',
10
+ instanceUrl: 'https://connect-salesforce-dev.noded.so',
11
+ applications: [
12
+ {
13
+ name: 'crm',
14
+ sobjects: {
15
+ calendar: false,
16
+ task: false,
17
+ conference: false,
18
+ document: false,
19
+ thread: false,
20
+ template: false,
21
+ table: true,
22
+ },
23
+ linkSubscriptions: ['*.lightning.force.com'],
24
+ recordTypeSubscriptions: ['noded.opportunity', 'noded.case'],
25
+ description: "Add Case and Opportunity previews and monitor changes over time so you're always up-to-date.",
26
+ iconUrl: 'https://images.squarespace-cdn.com/content/v1/5e6cfa89c315535aba12ee9d/1620071046709-UG6FBU7AKYVDYWNFQAFT/Logo+-+Sales+Cloud+%281%29.png',
27
+ label: 'Salesforce CRM',
28
+ authentication: true,
29
+ },
30
+ ],
31
+ label: 'Salesforce Connect',
32
+ iconUrl: 'https://upload.wikimedia.org/wikipedia/commons/thumb/f/f9/Salesforce.com_logo.svg/320px-Salesforce.com_logo.svg.png',
33
+ };
package/metadata/providers/salesforce.ts ADDED
@@ -0,0 +1,35 @@
1
+ import { Provider } from '../../model';
2
+
3
+ export const salesforce: Provider = {
4
+ _id: '66331c02f0985154b603b789',
5
+ dateCreated: 0,
6
+ dateUpdated: 0,
7
+ name: 'salesforce',
8
+ description: 'Something about what it does',
9
+ instanceUrl: 'https://connect-salesforce-dev.noded.so',
10
+ applications: [
11
+ {
12
+ name: 'crm',
13
+ sobjects: {
14
+ calendar: false,
15
+ task: false,
16
+ conference: false,
17
+ document: false,
18
+ thread: false,
19
+ template: false,
20
+ table: true,
21
+ },
22
+ linkSubscriptions: ['*.lightning.force.com'],
23
+ recordTypeSubscriptions: ['noded.opportunity', 'noded.case'],
24
+ description:
25
+ "Add Case and Opportunity previews and monitor changes over time so you're always up-to-date.",
26
+ iconUrl:
27
+ 'https://images.squarespace-cdn.com/content/v1/5e6cfa89c315535aba12ee9d/1620071046709-UG6FBU7AKYVDYWNFQAFT/Logo+-+Sales+Cloud+%281%29.png',
28
+ label: 'Salesforce CRM',
29
+ authentication: true,
30
+ },
31
+ ],
32
+ label: 'Salesforce Connect',
33
+ iconUrl:
34
+ 'https://upload.wikimedia.org/wikipedia/commons/thumb/f/f9/Salesforce.com_logo.svg/320px-Salesforce.com_logo.svg.png',
35
+ };
package/metadata/tables/organization.js ADDED
@@ -0,0 +1,75 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
3
+ exports.Organization = void 0;
4
+ const model_1 = require("../../model");
5
+ exports.Organization = {
6
+ _id: '',
7
+ dateCreated: 0,
8
+ dateUpdated: 0,
9
+ label: 'Organization',
10
+ description: 'Represents an organization, which is a company we are working with.',
11
+ metadataType: 'organization',
12
+ references: [
13
+ 'https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm',
14
+ ],
15
+ fields: [
16
+ {
17
+ label: 'Annual Recurring Revenue (ARR)',
18
+ name: 'ARR',
19
+ description: 'The annual recurring revenue for this organization.',
20
+ fieldType: model_1.FieldType.Text,
21
+ fieldVariation: model_1.FieldVariation.Currency,
22
+ readOnly: false,
23
+ important: true,
24
+ status: false,
25
+ },
26
+ {
27
+ label: 'Status',
28
+ name: 'Status',
29
+ description: 'The status/sentiment of the organizations relationship. This can be red (bad/negative), yellow (ok/neutral), or green (good/positive)',
30
+ fieldType: model_1.FieldType.Select,
31
+ options: [
32
+ {
33
+ label: 'Green',
34
+ value: 'Green',
35
+ },
36
+ {
37
+ label: 'Yellow',
38
+ value: 'Yellow',
39
+ },
40
+ {
41
+ label: 'Red',
42
+ value: 'Red',
43
+ },
44
+ ],
45
+ readOnly: false,
46
+ important: true,
47
+ status: false,
48
+ },
49
+ {
50
+ label: 'Stage',
51
+ name: 'StageName',
52
+ description: 'An indication of what customer lifecycle stage this organization is at. This can be expansion (they are interested in working with us more), sustain (they are OK, but unlikely to purchase more), risk (they are at risk of no longer using our product or service).',
53
+ fieldType: model_1.FieldType.Select,
54
+ readOnly: false,
55
+ options: [
56
+ {
57
+ label: 'Expansion',
58
+ value: 'Expansion',
59
+ },
60
+ {
61
+ label: 'Sustain',
62
+ value: 'Sustain',
63
+ },
64
+ {
65
+ label: 'Risk',
66
+ value: 'Risk',
67
+ },
68
+ ],
69
+ important: true,
70
+ status: true,
71
+ },
72
+ ],
73
+ classifiers: [],
74
+ threshold: 0,
75
+ };
package/metadata/tables/organization.ts ADDED
@@ -0,0 +1,76 @@
1
+ import { FieldType, FieldVariation, TableMetadata } from '../../model';
2
+
3
+ export const Organization: TableMetadata = {
4
+ _id: '',
5
+ dateCreated: 0,
6
+ dateUpdated: 0,
7
+ label: 'Organization',
8
+ description:
9
+ 'Represents an organization, which is a company we are working with.',
10
+ metadataType: 'organization',
11
+ references: [
12
+ 'https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm',
13
+ ],
14
+ fields: [
15
+ {
16
+ label: 'Annual Recurring Revenue (ARR)',
17
+ name: 'ARR',
18
+ description: 'The annual recurring revenue for this organization.',
19
+ fieldType: FieldType.Text,
20
+ fieldVariation: FieldVariation.Currency,
21
+ readOnly: false,
22
+ important: true,
23
+ status: false,
24
+ },
25
+ {
26
+ label: 'Status',
27
+ name: 'Status',
28
+ description:
29
+ 'The status/sentiment of the organizations relationship. This can be red (bad/negative), yellow (ok/neutral), or green (good/positive)',
30
+ fieldType: FieldType.Select,
31
+ options: [
32
+ {
33
+ label: 'Green',
34
+ value: 'Green',
35
+ },
36
+ {
37
+ label: 'Yellow',
38
+ value: 'Yellow',
39
+ },
40
+ {
41
+ label: 'Red',
42
+ value: 'Red',
43
+ },
44
+ ],
45
+ readOnly: false,
46
+ important: true,
47
+ status: false,
48
+ },
49
+ {
50
+ label: 'Stage',
51
+ name: 'StageName',
52
+ description:
53
+ 'An indication of what customer lifecycle stage this organization is at. This can be expansion (they are interested in working with us more), sustain (they are OK, but unlikely to purchase more), risk (they are at risk of no longer using our product or service).',
54
+ fieldType: FieldType.Select,
55
+ readOnly: false,
56
+ options: [
57
+ {
58
+ label: 'Expansion',
59
+ value: 'Expansion',
60
+ },
61
+ {
62
+ label: 'Sustain',
63
+ value: 'Sustain',
64
+ },
65
+ {
66
+ label: 'Risk',
67
+ value: 'Risk',
68
+ },
69
+ ],
70
+ important: true,
71
+ status: true,
72
+ },
73
+ ],
74
+ classifiers: [],
75
+ threshold: 0,
76
+ };
package/model.js CHANGED
@@ -1118,8 +1118,8 @@ type Dashboard {${exports.BusinessObjectFields}
1118
1118
  blockData: [BlockData]
1119
1119
  }`;
1120
1120
  class Dashboard extends BusinessObject {
1121
- constructor(tenantIdCreated, editors, sharingTags, version, uri, externalId, dashboardMetadata) {
1122
- super(tenantIdCreated, editors, sharingTags, version, BlockType.Dashboard, dashboardMetadata.provider, dashboardMetadata.application, uri, externalId);
1121
+ constructor(tenantIdCreated, editors, sharingTags, version, provider, application, uri, externalId, dashboardMetadata) {
1122
+ super(tenantIdCreated, editors, sharingTags, version, BlockType.Dashboard, provider, application, uri, externalId);
1123
1123
  this.blockData = [];
1124
1124
  // Go through the block descriptions and create the block data entries
1125
1125
  for (const blockDescription of dashboardMetadata.blockDescriptions) {
package/model.ts CHANGED
@@ -1952,6 +1952,8 @@ export class Dashboard extends BusinessObject {
1952
1952
  editors: Editor[],
1953
1953
  sharingTags: SharingTag[],
1954
1954
  version: number,
1955
+ provider: string,
1956
+ application: string,
1955
1957
  uri: string,
1956
1958
  externalId: string,
1957
1959
  dashboardMetadata: DashboardMetadata
@@ -1962,8 +1964,8 @@ export class Dashboard extends BusinessObject {
1962
1964
  sharingTags,
1963
1965
  version,
1964
1966
  BlockType.Dashboard,
1965
- dashboardMetadata.provider,
1966
- dashboardMetadata.application,
1967
+ provider,
1968
+ application,
1967
1969
  uri,
1968
1970
  externalId
1969
1971
  );
@@ -2224,6 +2226,8 @@ export class Record extends BusinessObject {
2224
2226
  enabled: boolean;
2225
2227
  processingStage?: ProcessingStage;
2226
2228
  processingReason?: string;
2229
+ dashboardId?: string;
2230
+ blockDescriptionName?: string;
2227
2231
 
2228
2232
  constructor(
2229
2233
  tenantIdCreated: string,
package/package.json CHANGED
@@ -1,7 +1,7 @@
1
1
  {
2
2
  "author": "Bigfoot",
3
3
  "name": "@bigfootai/bigfoot-types",
4
- "version": "4.9.14",
4
+ "version": "4.9.16",
5
5
  "description": "The internal library for the types used in the Bigfoot platform",
6
6
  "main": "model.js",
7
7
  "license": "ISC",