@clianta/sdk 1.1.1 → 1.3.0

package/CHANGELOG.md

@@ -5,6 +5,75 @@ All notable changes to the Clianta SDK will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [1.3.0] - 2026-02-17
+
+### Added
+- **ContactUpdateAction Type** - New trigger action type for automatically updating contact fields when triggers fire
+  - Supports partial contact updates via `updates: Partial<Contact>`
+- **TriggerExecution Interface** - Full execution tracking for event triggers
+  - Fields: `triggerId`, `eventType`, `entityId`, `status`, `error`, `actionsExecuted`, `executedAt`
+  - Status tracking: `pending`, `success`, `failed`
+- **deleteEventTrigger()** - New CRM client method to delete event triggers by ID
+  - `crm.deleteEventTrigger(triggerId)` - removes a trigger from the workspace
+- **Vue Type Augmentation** - Added `ComponentCustomProperties` declaration for `$clianta` global property
+  - Enables type-safe access to tracker via Options API in Vue components
+- **Export: ContactUpdateAction** - Now exported from main SDK entry point
+
+### Changed
+- `TriggerAction` union type now includes `ContactUpdateAction` alongside `EmailAction`, `WebhookAction`, and `TaskAction`
+
+## [1.2.0] - 2026-02-02
+
+### Added
+- **Companies API** - Full CRUD operations for company management
+  - `getCompanies()`, `getCompany()`, `createCompany()`, `updateCompany()`, `deleteCompany()`
+  - `getCompanyContacts()` - Retrieve all contacts associated with a company
+  - `getCompanyDeals()` - Retrieve all deals associated with a company
+- **Pipelines API** - Manage sales pipelines and stages
+  - `getPipelines()`, `getPipeline()`, `createPipeline()`, `updatePipeline()`, `deletePipeline()`
+- **Tasks API** - Task management for CRM workflows
+  - `getTasks()`, `getTask()`, `createTask()`, `updateTask()`, `deleteTask()`
+  - `completeTask()` - Mark a task as completed
+- **Activities API** - Full activity logging system
+  - `getContactActivities()`, `getOpportunityActivities()`
+  - `createActivity()`, `updateActivity()`, `deleteActivity()`
+  - `logCall()` - Quick helper for logging phone calls
+  - `logMeeting()` - Quick helper for logging meetings
+  - `addNote()` - Quick helper for adding notes to contacts/opportunities
+- **New TypeScript Types** - Added `Company`, `Pipeline`, `PipelineStage`, `Task`, `Activity` interfaces
+- **26 new unit tests** for CRM API methods (76 total tests)
+
+## [1.1.1] - 2026-02-01
+
+### Fixed
+- **Security:** Fixed XSS vulnerability in PopupForms plugin - now uses safe DOM APIs instead of innerHTML
+- **Memory Leak:** Fixed PageViewPlugin not cleaning up History API patches and popstate listeners on destroy
+- **Memory Leak:** Added max buffer size (100 events) to consent manager to prevent unbounded memory growth
+- **Race Condition:** Fixed potential race condition in queue flush when events pushed during flush
+- **Divide by Zero:** Fixed scroll depth plugin crash on pages shorter than viewport
+
+### Changed
+- Performance plugin now uses modern `PerformanceNavigationTiming` API with fallback for older browsers
+- Plugin interface now supports async `init()` methods
+- Tracker `destroy()` method is now async and properly awaits queue flush
+
+### Added
+- Client-side rate limiting (100 events per minute) to prevent event flooding
+- Unit test suite with 50+ tests covering core modules (queue, transport, consent, utils)
+
+## [1.1.0] - 2026-01-31
+
+### Added
+- PopupForms plugin for lead capture popups with multiple trigger types (delay, scroll, exit intent, click)
+- React integration with `CliantaProvider`, `useClianta()`, and `useCliantaTrack()` hooks
+- GDPR right-to-erasure via `deleteData()` method
+- Anonymous tracking mode for pre-consent data collection
+- Event buffering when `waitForConsent` is enabled
+
+### Changed
+- Updated SDK_VERSION constant to track version properly
+- Improved TypeScript type exports
+
 ## [1.0.0] - 2026-01-30
 
 ### Added

package/README.md

@@ -1,6 +1,15 @@
 # Clianta SDK
 
-Professional CRM and tracking SDK for lead generation. Works with any website or JavaScript framework.
+Professional CRM and tracking SDK for lead generation with **automated email triggers** and workflows. Works with any website or JavaScript framework.
+
+## ✨ Key Features
+
+- 📊 **Visitor & Event Tracking** - Track page views, clicks, forms, and custom events
+- 👥 **CRM Management** - Contacts, companies, opportunities, tasks, and activities
+- 🤖 **Event Triggers & Automation** - Automated emails, tasks, and webhooks (like Salesforce & HubSpot)
+- 📧 **Email Notifications** - Send automated emails based on CRM actions
+- 🔒 **GDPR Compliant** - Built-in consent management
+- ⚡ **Framework Agnostic** - Works with React, Vue, Next.js, or vanilla JavaScript
 
 ## Installation
 
@@ -431,6 +440,67 @@ import {
 
 ---
 
+## Event Triggers & Automation
+
+Automate your workflows with event-driven triggers. Send emails, create tasks, or call webhooks when specific actions occur.
+
+### Quick Example
+
+```typescript
+import { CRMClient } from '@clianta/sdk';
+
+const crm = new CRMClient(
+  'https://api.clianta.online',
+  'your-workspace-id',
+  'your-auth-token'
+);
+
+// Send welcome email when a contact is created
+await crm.createEventTrigger({
+  name: 'Welcome Email',
+  eventType: 'contact.created',
+  actions: [
+    {
+      type: 'send_email',
+      to: '{{contact.email}}',
+      subject: 'Welcome to Our Platform!',
+      body: 'Hello {{contact.firstName}}, welcome aboard!',
+    }
+  ],
+  isActive: true,
+});
+
+// Create task when high-value opportunity is created
+await crm.triggers.createTaskTrigger({
+  name: 'Follow-up Task',
+  eventType: 'opportunity.created',
+  taskTitle: 'Call {{contact.firstName}} about {{opportunity.title}}',
+  priority: 'high',
+  dueDays: 1,
+  conditions: [
+    { field: 'value', operator: 'greater_than', value: 10000 }
+  ],
+});
+```
+
+### Supported Event Types
+
+- **Contact Events**: `contact.created`, `contact.updated`, `contact.deleted`
+- **Opportunity Events**: `opportunity.created`, `opportunity.won`, `opportunity.stage_changed`
+- **Task Events**: `task.created`, `task.completed`, `task.overdue`
+- **Activity Events**: `activity.logged`, `form.submitted`
+
+### Action Types
+
+1. **Send Email** - Automated email notifications with template variables
+2. **Create Task** - Auto-create follow-up tasks
+3. **Webhook** - Call external services (Slack, Zapier, etc.)
+4. **Update Contact** - Automatically update contact fields
+
+📚 **[Full Event Triggers Documentation](./docs/EVENT_TRIGGERS.md)**
+
+---
+
 ## Self-Hosted
 
 For self-hosted deployments, configure the API endpoint: