@bigfootai/bigfoot-types 4.9.15 → 4.9.17

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Files changed (8) hide show
  1. package/metadata/dashboards/account_overview.js +8 -1
  2. package/metadata/dashboards/account_overview.ts +12 -3
  3. package/metadata/providers/noded.js +20 -378
  4. package/metadata/providers/noded.ts +22 -402
  5. package/metadata/tables/organization.js +75 -0
  6. package/metadata/tables/organization.ts +76 -0
  7. package/model.ts +2 -0
  8. package/package.json +1 -1
package/metadata/dashboards/account_overview.js CHANGED
@@ -13,9 +13,16 @@ exports.AccountOverview = {
13
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  {
14
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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',
24
+ blockType: model_1.BlockType.Record,
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+ },
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  {
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  name: 'opportunities',
21
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  title: 'Opportunities',
package/metadata/dashboards/account_overview.ts CHANGED
@@ -1,6 +1,6 @@
1
- import { BlockType, DocumentMetadata } from '../../model';
1
+ 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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5
  dateCreated: 0,
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  dateUpdated: 0,
@@ -12,9 +12,18 @@ export const AccountOverview: DocumentMetadata = {
12
12
  {
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  name: 'summary',
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  title: 'Exec Summary',
15
- description: 'A short summary about the account',
15
+ description:
16
+ '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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  },
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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',
20
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  title: 'Opportunities',
package/metadata/providers/noded.js CHANGED
@@ -2,6 +2,11 @@
2
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  Object.defineProperty(exports, "__esModule", { value: true });
3
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  exports.noded = void 0;
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  const model_1 = require("../../model");
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+ const account_overview_1 = require("../dashboards/account_overview");
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+ const healthcheck_1 = require("../documents/healthcheck");
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+ const case_1 = require("../tables/case");
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+ const opportunity_1 = require("../tables/opportunity");
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+ const organization_1 = require("../tables/organization");
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  exports.noded = {
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  _id: '6635a69bf0985154b603b7fa',
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  dateCreated: 0,
@@ -15,14 +20,18 @@ exports.noded = {
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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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+ task: true,
19
24
  conference: false,
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- document: false,
25
+ document: true,
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26
  thread: false,
22
- template: false,
23
- table: false,
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+ template: true,
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+ table: true,
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  },
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- recordTypeSubscriptions: ['opportunity', 'case'],
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+ recordTypeSubscriptions: [
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+ opportunity_1.Opportunity.metadataType,
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+ case_1.Case.metadataType,
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+ organization_1.Organization.metadataType,
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+ ],
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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',
@@ -31,382 +40,15 @@ exports.noded = {
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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'],
35
- },
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- ],
37
- dashboardTypeSubscriptions: ['account_overview'],
38
- },
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- ],
40
- tableMetadata: [
41
- {
42
- _id: '',
43
- dateCreated: 0,
44
- dateUpdated: 0,
45
- label: 'Opportunity',
46
- description: 'Represents an opportunity, which is a sale or pending deal.',
47
- references: [
48
- 'https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm',
49
- ],
50
- fields: [
51
- {
52
- label: 'Name',
53
- name: 'Name',
54
- description: 'A name for this opportunity.',
55
- fieldType: model_1.FieldType.Text,
56
- maximumCharacters: 120,
57
- readOnly: false,
58
- important: true,
59
- status: false,
60
- },
61
- {
62
- label: 'Account',
63
- name: 'Account.Name',
64
- description: 'Name of the account associated with this opportunity.',
65
- fieldType: model_1.FieldType.Text,
66
- readOnly: false,
67
- important: true,
68
- status: false,
69
- },
70
- {
71
- label: 'Amount',
72
- name: 'Amount',
73
- description: 'Estimated total sale amount.',
74
- fieldType: model_1.FieldType.Text,
75
- fieldVariation: model_1.FieldVariation.Currency,
76
- readOnly: false,
77
- important: true,
78
- status: false,
79
- },
80
- {
81
- label: 'Close Date',
82
- name: 'CloseDate',
83
- description: 'Date when the opportunity is expected to close.',
84
- fieldType: model_1.FieldType.Text,
85
- fieldVariation: model_1.FieldVariation.Date,
86
- readOnly: false,
87
- important: true,
88
- status: false,
89
- },
90
- {
91
- label: 'Stage',
92
- name: 'StageName',
93
- description: 'Current stage of this opportunity.',
94
- fieldType: model_1.FieldType.Select,
95
- readOnly: false,
96
- options: [
97
- {
98
- label: 'Prospecting',
99
- value: 'Prospecting',
100
- status: model_1.TaskStatus.NotStarted,
101
- },
102
- {
103
- label: 'Qualification',
104
- value: 'Qualification',
105
- status: model_1.TaskStatus.InProgress,
106
- },
107
- {
108
- label: 'Needs Analysis',
109
- value: 'Needs Analysis',
110
- status: model_1.TaskStatus.InProgress,
111
- },
112
- {
113
- label: 'Value Proposition',
114
- value: 'Value Proposition',
115
- status: model_1.TaskStatus.InProgress,
116
- },
117
- {
118
- label: 'Id. Decision Makers',
119
- value: 'Id. Decision Makers',
120
- status: model_1.TaskStatus.InProgress,
121
- },
122
- {
123
- label: 'Perception Analysis',
124
- value: 'Perception Analysis',
125
- status: model_1.TaskStatus.InProgress,
126
- },
127
- {
128
- label: 'Proposal/Price Quote',
129
- value: 'Proposal/Price Quote',
130
- status: model_1.TaskStatus.InProgress,
131
- },
132
- {
133
- label: 'Negotiation/Review',
134
- value: 'Negotiation/Review',
135
- status: model_1.TaskStatus.InProgress,
136
- },
137
- {
138
- label: 'Closed Won',
139
- value: 'Closed Won',
140
- status: model_1.TaskStatus.Completed,
141
- },
142
- {
143
- label: 'Closed Lost',
144
- value: 'Closed Lost',
145
- status: model_1.TaskStatus.Completed,
146
- },
147
- ],
148
- important: true,
149
- status: true,
150
- },
151
- {
152
- label: 'Owner',
153
- name: 'Owner.Name',
154
- description: 'Name of the User who has been assigned to work on this opportunity.',
155
- fieldType: model_1.FieldType.Text,
156
- readOnly: false,
157
- important: true,
158
- status: false,
159
- },
160
- {
161
- label: 'Next Step',
162
- name: 'NextStep',
163
- description: 'A short description of next task in closing opportunity.',
164
- fieldType: model_1.FieldType.Text,
165
- maximumCharacters: 250,
166
- readOnly: false,
167
- important: true,
168
- status: false,
169
- },
170
- {
171
- label: 'Description',
172
- 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,
43
+ dashboardSubscriptions: [account_overview_1.AccountOverview.metadataType],
277
44
  },
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
45
  ],
407
- threshold: 0,
46
+ dashboardTypeSubscriptions: [account_overview_1.AccountOverview.metadataType],
408
47
  },
409
48
  ],
49
+ tableMetadata: [opportunity_1.Opportunity, case_1.Case, organization_1.Organization],
50
+ documentMetadata: [healthcheck_1.HealthCheck],
51
+ dashboardMetadata: [account_overview_1.AccountOverview],
410
52
  label: 'Noded',
411
- iconUrl: '',
53
+ iconUrl: 'https://cdn.prod.website-files.com/66ad021a8eb02a1342972537/66ad1a7d8c5987f668d3b5aa_noded-logo.svg',
412
54
  };
package/metadata/providers/noded.ts CHANGED
@@ -1,12 +1,9 @@
1
- import {
2
- BlockType,
3
- FieldType,
4
- FieldVariation,
5
- Provider,
6
- TagType,
7
- TaskPriority,
8
- TaskStatus,
9
- } from '../../model';
1
+ import { Provider, TagType } from '../../model';
2
+ import { AccountOverview } from '../dashboards/account_overview';
3
+ import { HealthCheck } from '../documents/healthcheck';
4
+ import { Case } from '../tables/case';
5
+ import { Opportunity } from '../tables/opportunity';
6
+ import { Organization } from '../tables/organization';
10
7
 
11
8
  export const noded: Provider = {
12
9
  _id: '6635a69bf0985154b603b7fa',
@@ -21,14 +18,18 @@ export const noded: Provider = {
21
18
  documentTypeSubscriptions: ['healthcheck'],
22
19
  sobjects: {
23
20
  calendar: false,
24
- task: false,
21
+ task: true,
25
22
  conference: false,
26
- document: false,
23
+ document: true,
27
24
  thread: false,
28
- template: false,
29
- table: false,
25
+ template: true,
26
+ table: true,
30
27
  },
31
- recordTypeSubscriptions: ['opportunity', 'case'],
28
+ recordTypeSubscriptions: [
29
+ Opportunity.metadataType,
30
+ Case.metadataType,
31
+ Organization.metadataType,
32
+ ],
32
33
  description:
33
34
  'Noded customized to make it more productive for customer success use-cases.',
34
35
  iconUrl: '',
@@ -38,397 +39,16 @@ export const noded: Provider = {
38
39
  dashboardTagSubscriptions: [
39
40
  {
40
41
  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,
42
+ dashboardSubscriptions: [AccountOverview.metadataType],
290
43
  },
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
44
  ],
429
- threshold: 0,
45
+ dashboardTypeSubscriptions: [AccountOverview.metadataType],
430
46
  },
431
47
  ],
48
+ tableMetadata: [Opportunity, Case, Organization],
49
+ documentMetadata: [HealthCheck],
50
+ dashboardMetadata: [AccountOverview],
432
51
  label: 'Noded',
433
- iconUrl: '',
52
+ iconUrl:
53
+ 'https://cdn.prod.website-files.com/66ad021a8eb02a1342972537/66ad1a7d8c5987f668d3b5aa_noded-logo.svg',
434
54
  };
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.ts CHANGED
@@ -2226,6 +2226,8 @@ export class Record extends BusinessObject {
2226
2226
  enabled: boolean;
2227
2227
  processingStage?: ProcessingStage;
2228
2228
  processingReason?: string;
2229
+ dashboardId?: string;
2230
+ blockDescriptionName?: string;
2229
2231
 
2230
2232
  constructor(
2231
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": "4.9.15",
4
+ "version": "4.9.17",
5
5
  "description": "The internal library for the types used in the Bigfoot platform",
6
6
  "main": "model.js",
7
7
  "license": "ISC",