@clianta/sdk 1.5.1 → 1.6.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
@@ -1,5 +1,5 @@
1
1
  /*!
2
- * Clianta SDK v1.5.1
2
+ * Clianta SDK v1.6.1
3
3
  * (c) 2026 Clianta
4
4
  * Released under the MIT License.
5
5
  */
@@ -12,7 +12,7 @@ Object.defineProperty(exports, '__esModule', { value: true });
12
12
  * @see SDK_VERSION in core/config.ts
13
13
  */
14
14
  /** SDK Version */
15
- const SDK_VERSION = '1.4.0';
15
+ const SDK_VERSION = '1.6.1';
16
16
  /** Default API endpoint — reads from env or falls back to localhost */
17
17
  const getDefaultApiEndpoint = () => {
18
18
  // Build-time env var (works with Next.js, Vite, CRA, etc.)
@@ -44,8 +44,6 @@ const DEFAULT_PLUGINS = [
44
44
  const DEFAULT_CONFIG = {
45
45
  projectId: '',
46
46
  apiEndpoint: getDefaultApiEndpoint(),
47
- authToken: '',
48
- apiKey: '',
49
47
  debug: false,
50
48
  autoPageView: true,
51
49
  plugins: DEFAULT_PLUGINS,
@@ -2511,1189 +2509,6 @@ class ConsentManager {
2511
2509
  }
2512
2510
  }
2513
2511
 
2514
- /**
2515
- * Clianta SDK - Event Triggers Manager
2516
- * Manages event-driven automation and email notifications
2517
- */
2518
- /**
2519
- * Event Triggers Manager
2520
- * Handles event-driven automation based on CRM actions
2521
- *
2522
- * Similar to:
2523
- * - Salesforce: Process Builder, Flow Automation
2524
- * - HubSpot: Workflows, Email Sequences
2525
- * - Pipedrive: Workflow Automation
2526
- */
2527
- class EventTriggersManager {
2528
- constructor(apiEndpoint, workspaceId, authToken) {
2529
- this.triggers = new Map();
2530
- this.listeners = new Map();
2531
- this.apiEndpoint = apiEndpoint;
2532
- this.workspaceId = workspaceId;
2533
- this.authToken = authToken;
2534
- }
2535
- /**
2536
- * Set authentication token
2537
- */
2538
- setAuthToken(token) {
2539
- this.authToken = token;
2540
- }
2541
- /**
2542
- * Make authenticated API request
2543
- */
2544
- async request(endpoint, options = {}) {
2545
- const url = `${this.apiEndpoint}${endpoint}`;
2546
- const headers = {
2547
- 'Content-Type': 'application/json',
2548
- ...(options.headers || {}),
2549
- };
2550
- if (this.authToken) {
2551
- headers['Authorization'] = `Bearer ${this.authToken}`;
2552
- }
2553
- try {
2554
- const response = await fetch(url, {
2555
- ...options,
2556
- headers,
2557
- });
2558
- const data = await response.json();
2559
- if (!response.ok) {
2560
- return {
2561
- success: false,
2562
- error: data.message || 'Request failed',
2563
- status: response.status,
2564
- };
2565
- }
2566
- return {
2567
- success: true,
2568
- data: data.data || data,
2569
- status: response.status,
2570
- };
2571
- }
2572
- catch (error) {
2573
- return {
2574
- success: false,
2575
- error: error instanceof Error ? error.message : 'Network error',
2576
- status: 0,
2577
- };
2578
- }
2579
- }
2580
- // ============================================
2581
- // TRIGGER MANAGEMENT
2582
- // ============================================
2583
- /**
2584
- * Get all event triggers
2585
- */
2586
- async getTriggers() {
2587
- return this.request(`/api/workspaces/${this.workspaceId}/triggers`);
2588
- }
2589
- /**
2590
- * Get a single trigger by ID
2591
- */
2592
- async getTrigger(triggerId) {
2593
- return this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`);
2594
- }
2595
- /**
2596
- * Create a new event trigger
2597
- */
2598
- async createTrigger(trigger) {
2599
- const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers`, {
2600
- method: 'POST',
2601
- body: JSON.stringify(trigger),
2602
- });
2603
- // Cache the trigger locally if successful
2604
- if (result.success && result.data?._id) {
2605
- this.triggers.set(result.data._id, result.data);
2606
- }
2607
- return result;
2608
- }
2609
- /**
2610
- * Update an existing trigger
2611
- */
2612
- async updateTrigger(triggerId, updates) {
2613
- const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
2614
- method: 'PUT',
2615
- body: JSON.stringify(updates),
2616
- });
2617
- // Update cache if successful
2618
- if (result.success && result.data?._id) {
2619
- this.triggers.set(result.data._id, result.data);
2620
- }
2621
- return result;
2622
- }
2623
- /**
2624
- * Delete a trigger
2625
- */
2626
- async deleteTrigger(triggerId) {
2627
- const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
2628
- method: 'DELETE',
2629
- });
2630
- // Remove from cache if successful
2631
- if (result.success) {
2632
- this.triggers.delete(triggerId);
2633
- }
2634
- return result;
2635
- }
2636
- /**
2637
- * Activate a trigger
2638
- */
2639
- async activateTrigger(triggerId) {
2640
- return this.updateTrigger(triggerId, { isActive: true });
2641
- }
2642
- /**
2643
- * Deactivate a trigger
2644
- */
2645
- async deactivateTrigger(triggerId) {
2646
- return this.updateTrigger(triggerId, { isActive: false });
2647
- }
2648
- // ============================================
2649
- // EVENT HANDLING (CLIENT-SIDE)
2650
- // ============================================
2651
- /**
2652
- * Register a local event listener for client-side triggers
2653
- * This allows immediate client-side reactions to events
2654
- */
2655
- on(eventType, callback) {
2656
- if (!this.listeners.has(eventType)) {
2657
- this.listeners.set(eventType, new Set());
2658
- }
2659
- this.listeners.get(eventType).add(callback);
2660
- logger.debug(`Event listener registered: ${eventType}`);
2661
- }
2662
- /**
2663
- * Remove an event listener
2664
- */
2665
- off(eventType, callback) {
2666
- const listeners = this.listeners.get(eventType);
2667
- if (listeners) {
2668
- listeners.delete(callback);
2669
- }
2670
- }
2671
- /**
2672
- * Emit an event (client-side only)
2673
- * This will trigger any registered local listeners
2674
- */
2675
- emit(eventType, data) {
2676
- logger.debug(`Event emitted: ${eventType}`, data);
2677
- const listeners = this.listeners.get(eventType);
2678
- if (listeners) {
2679
- listeners.forEach(callback => {
2680
- try {
2681
- callback(data);
2682
- }
2683
- catch (error) {
2684
- logger.error(`Error in event listener for ${eventType}:`, error);
2685
- }
2686
- });
2687
- }
2688
- }
2689
- /**
2690
- * Check if conditions are met for a trigger
2691
- * Supports dynamic field evaluation including custom fields and nested paths
2692
- */
2693
- evaluateConditions(conditions, data) {
2694
- if (!conditions || conditions.length === 0) {
2695
- return true; // No conditions means always fire
2696
- }
2697
- return conditions.every(condition => {
2698
- // Support dot notation for nested fields (e.g., 'customFields.industry')
2699
- const fieldValue = condition.field.includes('.')
2700
- ? this.getNestedValue(data, condition.field)
2701
- : data[condition.field];
2702
- const targetValue = condition.value;
2703
- switch (condition.operator) {
2704
- case 'equals':
2705
- return fieldValue === targetValue;
2706
- case 'not_equals':
2707
- return fieldValue !== targetValue;
2708
- case 'contains':
2709
- return String(fieldValue).includes(String(targetValue));
2710
- case 'greater_than':
2711
- return Number(fieldValue) > Number(targetValue);
2712
- case 'less_than':
2713
- return Number(fieldValue) < Number(targetValue);
2714
- case 'in':
2715
- return Array.isArray(targetValue) && targetValue.includes(fieldValue);
2716
- case 'not_in':
2717
- return Array.isArray(targetValue) && !targetValue.includes(fieldValue);
2718
- default:
2719
- return false;
2720
- }
2721
- });
2722
- }
2723
- /**
2724
- * Execute actions for a triggered event (client-side preview)
2725
- * Note: Actual execution happens on the backend
2726
- */
2727
- async executeActions(trigger, data) {
2728
- logger.info(`Executing actions for trigger: ${trigger.name}`);
2729
- for (const action of trigger.actions) {
2730
- try {
2731
- await this.executeAction(action, data);
2732
- }
2733
- catch (error) {
2734
- logger.error(`Failed to execute action:`, error);
2735
- }
2736
- }
2737
- }
2738
- /**
2739
- * Execute a single action
2740
- */
2741
- async executeAction(action, data) {
2742
- switch (action.type) {
2743
- case 'send_email':
2744
- await this.executeSendEmail(action, data);
2745
- break;
2746
- case 'webhook':
2747
- await this.executeWebhook(action, data);
2748
- break;
2749
- case 'create_task':
2750
- await this.executeCreateTask(action, data);
2751
- break;
2752
- case 'update_contact':
2753
- await this.executeUpdateContact(action, data);
2754
- break;
2755
- default:
2756
- logger.warn(`Unknown action type:`, action);
2757
- }
2758
- }
2759
- /**
2760
- * Execute send email action (via backend API)
2761
- */
2762
- async executeSendEmail(action, data) {
2763
- logger.debug('Sending email:', action);
2764
- const payload = {
2765
- to: this.replaceVariables(action.to, data),
2766
- subject: action.subject ? this.replaceVariables(action.subject, data) : undefined,
2767
- body: action.body ? this.replaceVariables(action.body, data) : undefined,
2768
- templateId: action.templateId,
2769
- cc: action.cc,
2770
- bcc: action.bcc,
2771
- from: action.from,
2772
- delayMinutes: action.delayMinutes,
2773
- };
2774
- await this.request(`/api/workspaces/${this.workspaceId}/emails/send`, {
2775
- method: 'POST',
2776
- body: JSON.stringify(payload),
2777
- });
2778
- }
2779
- /**
2780
- * Execute webhook action
2781
- */
2782
- async executeWebhook(action, data) {
2783
- logger.debug('Calling webhook:', action.url);
2784
- const body = action.body ? this.replaceVariables(action.body, data) : JSON.stringify(data);
2785
- await fetch(action.url, {
2786
- method: action.method,
2787
- headers: {
2788
- 'Content-Type': 'application/json',
2789
- ...action.headers,
2790
- },
2791
- body,
2792
- });
2793
- }
2794
- /**
2795
- * Execute create task action
2796
- */
2797
- async executeCreateTask(action, data) {
2798
- logger.debug('Creating task:', action.title);
2799
- const dueDate = action.dueDays
2800
- ? new Date(Date.now() + action.dueDays * 24 * 60 * 60 * 1000).toISOString()
2801
- : undefined;
2802
- await this.request(`/api/workspaces/${this.workspaceId}/tasks`, {
2803
- method: 'POST',
2804
- body: JSON.stringify({
2805
- title: this.replaceVariables(action.title, data),
2806
- description: action.description ? this.replaceVariables(action.description, data) : undefined,
2807
- priority: action.priority,
2808
- dueDate,
2809
- assignedTo: action.assignedTo,
2810
- relatedContactId: typeof data.contactId === 'string' ? data.contactId : undefined,
2811
- }),
2812
- });
2813
- }
2814
- /**
2815
- * Execute update contact action
2816
- */
2817
- async executeUpdateContact(action, data) {
2818
- const contactId = data.contactId || data._id;
2819
- if (!contactId) {
2820
- logger.warn('Cannot update contact: no contactId in data');
2821
- return;
2822
- }
2823
- logger.debug('Updating contact:', contactId);
2824
- await this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}`, {
2825
- method: 'PUT',
2826
- body: JSON.stringify(action.updates),
2827
- });
2828
- }
2829
- /**
2830
- * Replace variables in a string template
2831
- * Supports syntax like {{contact.email}}, {{opportunity.value}}
2832
- */
2833
- replaceVariables(template, data) {
2834
- return template.replace(/\{\{([^}]+)\}\}/g, (match, path) => {
2835
- const value = this.getNestedValue(data, path.trim());
2836
- return value !== undefined ? String(value) : match;
2837
- });
2838
- }
2839
- /**
2840
- * Get nested value from object using dot notation
2841
- * Supports dynamic field access including custom fields
2842
- */
2843
- getNestedValue(obj, path) {
2844
- return path.split('.').reduce((current, key) => {
2845
- return current !== null && current !== undefined && typeof current === 'object'
2846
- ? current[key]
2847
- : undefined;
2848
- }, obj);
2849
- }
2850
- /**
2851
- * Extract all available field paths from a data object
2852
- * Useful for dynamic field discovery based on platform-specific attributes
2853
- * @param obj - The data object to extract fields from
2854
- * @param prefix - Internal use for nested paths
2855
- * @param maxDepth - Maximum depth to traverse (default: 3)
2856
- * @returns Array of field paths (e.g., ['email', 'contact.firstName', 'customFields.industry'])
2857
- */
2858
- extractAvailableFields(obj, prefix = '', maxDepth = 3) {
2859
- if (maxDepth <= 0)
2860
- return [];
2861
- const fields = [];
2862
- for (const key in obj) {
2863
- if (!obj.hasOwnProperty(key))
2864
- continue;
2865
- const value = obj[key];
2866
- const fieldPath = prefix ? `${prefix}.${key}` : key;
2867
- fields.push(fieldPath);
2868
- // Recursively traverse nested objects
2869
- if (value !== null && typeof value === 'object' && !Array.isArray(value)) {
2870
- const nestedFields = this.extractAvailableFields(value, fieldPath, maxDepth - 1);
2871
- fields.push(...nestedFields);
2872
- }
2873
- }
2874
- return fields;
2875
- }
2876
- /**
2877
- * Get available fields from sample data
2878
- * Helps with dynamic field detection for platform-specific attributes
2879
- * @param sampleData - Sample data object to analyze
2880
- * @returns Array of available field paths
2881
- */
2882
- getAvailableFields(sampleData) {
2883
- return this.extractAvailableFields(sampleData);
2884
- }
2885
- // ============================================
2886
- // HELPER METHODS FOR COMMON PATTERNS
2887
- // ============================================
2888
- /**
2889
- * Create a simple email trigger
2890
- * Helper method for common use case
2891
- */
2892
- async createEmailTrigger(config) {
2893
- return this.createTrigger({
2894
- name: config.name,
2895
- eventType: config.eventType,
2896
- conditions: config.conditions,
2897
- actions: [
2898
- {
2899
- type: 'send_email',
2900
- to: config.to,
2901
- subject: config.subject,
2902
- body: config.body,
2903
- },
2904
- ],
2905
- isActive: true,
2906
- });
2907
- }
2908
- /**
2909
- * Create a task creation trigger
2910
- */
2911
- async createTaskTrigger(config) {
2912
- return this.createTrigger({
2913
- name: config.name,
2914
- eventType: config.eventType,
2915
- conditions: config.conditions,
2916
- actions: [
2917
- {
2918
- type: 'create_task',
2919
- title: config.taskTitle,
2920
- description: config.taskDescription,
2921
- priority: config.priority,
2922
- dueDays: config.dueDays,
2923
- },
2924
- ],
2925
- isActive: true,
2926
- });
2927
- }
2928
- /**
2929
- * Create a webhook trigger
2930
- */
2931
- async createWebhookTrigger(config) {
2932
- return this.createTrigger({
2933
- name: config.name,
2934
- eventType: config.eventType,
2935
- conditions: config.conditions,
2936
- actions: [
2937
- {
2938
- type: 'webhook',
2939
- url: config.webhookUrl,
2940
- method: config.method || 'POST',
2941
- },
2942
- ],
2943
- isActive: true,
2944
- });
2945
- }
2946
- }
2947
-
2948
- /**
2949
- * Clianta SDK - CRM API Client
2950
- * @see SDK_VERSION in core/config.ts
2951
- */
2952
- /**
2953
- * CRM API Client for managing contacts and opportunities
2954
- */
2955
- class CRMClient {
2956
- constructor(apiEndpoint, workspaceId, authToken, apiKey) {
2957
- this.apiEndpoint = apiEndpoint;
2958
- this.workspaceId = workspaceId;
2959
- this.authToken = authToken;
2960
- this.apiKey = apiKey;
2961
- this.triggers = new EventTriggersManager(apiEndpoint, workspaceId, authToken);
2962
- }
2963
- /**
2964
- * Set authentication token for API requests (user JWT)
2965
- */
2966
- setAuthToken(token) {
2967
- this.authToken = token;
2968
- this.apiKey = undefined;
2969
- this.triggers.setAuthToken(token);
2970
- }
2971
- /**
2972
- * Set workspace API key for server-to-server requests.
2973
- * Use this instead of setAuthToken when integrating from an external app.
2974
- */
2975
- setApiKey(key) {
2976
- this.apiKey = key;
2977
- this.authToken = undefined;
2978
- }
2979
- /**
2980
- * Validate required parameter exists
2981
- * @throws {Error} if value is null/undefined or empty string
2982
- */
2983
- validateRequired(param, value, methodName) {
2984
- if (value === null || value === undefined || value === '') {
2985
- throw new Error(`[CRMClient.${methodName}] ${param} is required`);
2986
- }
2987
- }
2988
- /**
2989
- * Make authenticated API request
2990
- */
2991
- async request(endpoint, options = {}) {
2992
- const url = `${this.apiEndpoint}${endpoint}`;
2993
- const headers = {
2994
- 'Content-Type': 'application/json',
2995
- ...(options.headers || {}),
2996
- };
2997
- if (this.apiKey) {
2998
- headers['X-Api-Key'] = this.apiKey;
2999
- }
3000
- else if (this.authToken) {
3001
- headers['Authorization'] = `Bearer ${this.authToken}`;
3002
- }
3003
- try {
3004
- const response = await fetch(url, {
3005
- ...options,
3006
- headers,
3007
- });
3008
- const data = await response.json();
3009
- if (!response.ok) {
3010
- return {
3011
- success: false,
3012
- error: data.message || 'Request failed',
3013
- status: response.status,
3014
- };
3015
- }
3016
- return {
3017
- success: true,
3018
- data: data.data || data,
3019
- status: response.status,
3020
- };
3021
- }
3022
- catch (error) {
3023
- return {
3024
- success: false,
3025
- error: error instanceof Error ? error.message : 'Network error',
3026
- status: 0,
3027
- };
3028
- }
3029
- }
3030
- // ============================================
3031
- // INBOUND EVENTS API (API-key authenticated)
3032
- // ============================================
3033
- /**
3034
- * Send an inbound event from an external app (e.g. user signup on client website).
3035
- * Requires the client to be initialized with an API key via setApiKey() or the constructor.
3036
- *
3037
- * The contact is upserted in the CRM and matching workflow automations fire automatically.
3038
- *
3039
- * @example
3040
- * const crm = new CRMClient('http://localhost:5000', 'WORKSPACE_ID');
3041
- * crm.setApiKey('mm_live_...');
3042
- *
3043
- * await crm.sendEvent({
3044
- * event: 'user.registered',
3045
- * contact: { email: 'alice@example.com', firstName: 'Alice' },
3046
- * data: { plan: 'free', signupSource: 'homepage' },
3047
- * });
3048
- */
3049
- async sendEvent(payload) {
3050
- const url = `${this.apiEndpoint}/api/public/events`;
3051
- const headers = { 'Content-Type': 'application/json' };
3052
- if (this.apiKey) {
3053
- headers['X-Api-Key'] = this.apiKey;
3054
- }
3055
- else if (this.authToken) {
3056
- headers['Authorization'] = `Bearer ${this.authToken}`;
3057
- }
3058
- try {
3059
- const response = await fetch(url, {
3060
- method: 'POST',
3061
- headers,
3062
- body: JSON.stringify(payload),
3063
- });
3064
- const data = await response.json();
3065
- if (!response.ok) {
3066
- return {
3067
- success: false,
3068
- contactCreated: false,
3069
- event: payload.event,
3070
- error: data.error || 'Request failed',
3071
- };
3072
- }
3073
- return {
3074
- success: data.success,
3075
- contactCreated: data.contactCreated,
3076
- contactId: data.contactId,
3077
- event: data.event,
3078
- };
3079
- }
3080
- catch (error) {
3081
- return {
3082
- success: false,
3083
- contactCreated: false,
3084
- event: payload.event,
3085
- error: error instanceof Error ? error.message : 'Network error',
3086
- };
3087
- }
3088
- }
3089
- // ============================================
3090
- // CONTACTS API
3091
- // ============================================
3092
- /**
3093
- * Get all contacts with pagination
3094
- */
3095
- async getContacts(params) {
3096
- const queryParams = new URLSearchParams();
3097
- if (params?.page)
3098
- queryParams.set('page', params.page.toString());
3099
- if (params?.limit)
3100
- queryParams.set('limit', params.limit.toString());
3101
- if (params?.search)
3102
- queryParams.set('search', params.search);
3103
- if (params?.status)
3104
- queryParams.set('status', params.status);
3105
- const query = queryParams.toString();
3106
- const endpoint = `/api/workspaces/${this.workspaceId}/contacts${query ? `?${query}` : ''}`;
3107
- return this.request(endpoint);
3108
- }
3109
- /**
3110
- * Get a single contact by ID
3111
- */
3112
- async getContact(contactId) {
3113
- this.validateRequired('contactId', contactId, 'getContact');
3114
- return this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}`);
3115
- }
3116
- /**
3117
- * Create a new contact
3118
- */
3119
- async createContact(contact) {
3120
- return this.request(`/api/workspaces/${this.workspaceId}/contacts`, {
3121
- method: 'POST',
3122
- body: JSON.stringify(contact),
3123
- });
3124
- }
3125
- /**
3126
- * Update an existing contact
3127
- */
3128
- async updateContact(contactId, updates) {
3129
- this.validateRequired('contactId', contactId, 'updateContact');
3130
- return this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}`, {
3131
- method: 'PUT',
3132
- body: JSON.stringify(updates),
3133
- });
3134
- }
3135
- /**
3136
- * Delete a contact
3137
- */
3138
- async deleteContact(contactId) {
3139
- this.validateRequired('contactId', contactId, 'deleteContact');
3140
- return this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}`, {
3141
- method: 'DELETE',
3142
- });
3143
- }
3144
- // ============================================
3145
- // OPPORTUNITIES API
3146
- // ============================================
3147
- /**
3148
- * Get all opportunities with pagination
3149
- */
3150
- async getOpportunities(params) {
3151
- const queryParams = new URLSearchParams();
3152
- if (params?.page)
3153
- queryParams.set('page', params.page.toString());
3154
- if (params?.limit)
3155
- queryParams.set('limit', params.limit.toString());
3156
- if (params?.pipelineId)
3157
- queryParams.set('pipelineId', params.pipelineId);
3158
- if (params?.stageId)
3159
- queryParams.set('stageId', params.stageId);
3160
- const query = queryParams.toString();
3161
- const endpoint = `/api/workspaces/${this.workspaceId}/opportunities${query ? `?${query}` : ''}`;
3162
- return this.request(endpoint);
3163
- }
3164
- /**
3165
- * Get a single opportunity by ID
3166
- */
3167
- async getOpportunity(opportunityId) {
3168
- return this.request(`/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}`);
3169
- }
3170
- /**
3171
- * Create a new opportunity
3172
- */
3173
- async createOpportunity(opportunity) {
3174
- return this.request(`/api/workspaces/${this.workspaceId}/opportunities`, {
3175
- method: 'POST',
3176
- body: JSON.stringify(opportunity),
3177
- });
3178
- }
3179
- /**
3180
- * Update an existing opportunity
3181
- */
3182
- async updateOpportunity(opportunityId, updates) {
3183
- return this.request(`/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}`, {
3184
- method: 'PUT',
3185
- body: JSON.stringify(updates),
3186
- });
3187
- }
3188
- /**
3189
- * Delete an opportunity
3190
- */
3191
- async deleteOpportunity(opportunityId) {
3192
- return this.request(`/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}`, {
3193
- method: 'DELETE',
3194
- });
3195
- }
3196
- /**
3197
- * Move opportunity to a different stage
3198
- */
3199
- async moveOpportunity(opportunityId, stageId) {
3200
- return this.request(`/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}/move`, {
3201
- method: 'POST',
3202
- body: JSON.stringify({ stageId }),
3203
- });
3204
- }
3205
- // ============================================
3206
- // COMPANIES API
3207
- // ============================================
3208
- /**
3209
- * Get all companies with pagination
3210
- */
3211
- async getCompanies(params) {
3212
- const queryParams = new URLSearchParams();
3213
- if (params?.page)
3214
- queryParams.set('page', params.page.toString());
3215
- if (params?.limit)
3216
- queryParams.set('limit', params.limit.toString());
3217
- if (params?.search)
3218
- queryParams.set('search', params.search);
3219
- if (params?.status)
3220
- queryParams.set('status', params.status);
3221
- if (params?.industry)
3222
- queryParams.set('industry', params.industry);
3223
- const query = queryParams.toString();
3224
- const endpoint = `/api/workspaces/${this.workspaceId}/companies${query ? `?${query}` : ''}`;
3225
- return this.request(endpoint);
3226
- }
3227
- /**
3228
- * Get a single company by ID
3229
- */
3230
- async getCompany(companyId) {
3231
- return this.request(`/api/workspaces/${this.workspaceId}/companies/${companyId}`);
3232
- }
3233
- /**
3234
- * Create a new company
3235
- */
3236
- async createCompany(company) {
3237
- return this.request(`/api/workspaces/${this.workspaceId}/companies`, {
3238
- method: 'POST',
3239
- body: JSON.stringify(company),
3240
- });
3241
- }
3242
- /**
3243
- * Update an existing company
3244
- */
3245
- async updateCompany(companyId, updates) {
3246
- return this.request(`/api/workspaces/${this.workspaceId}/companies/${companyId}`, {
3247
- method: 'PUT',
3248
- body: JSON.stringify(updates),
3249
- });
3250
- }
3251
- /**
3252
- * Delete a company
3253
- */
3254
- async deleteCompany(companyId) {
3255
- return this.request(`/api/workspaces/${this.workspaceId}/companies/${companyId}`, {
3256
- method: 'DELETE',
3257
- });
3258
- }
3259
- /**
3260
- * Get contacts belonging to a company
3261
- */
3262
- async getCompanyContacts(companyId, params) {
3263
- const queryParams = new URLSearchParams();
3264
- if (params?.page)
3265
- queryParams.set('page', params.page.toString());
3266
- if (params?.limit)
3267
- queryParams.set('limit', params.limit.toString());
3268
- const query = queryParams.toString();
3269
- const endpoint = `/api/workspaces/${this.workspaceId}/companies/${companyId}/contacts${query ? `?${query}` : ''}`;
3270
- return this.request(endpoint);
3271
- }
3272
- /**
3273
- * Get deals/opportunities belonging to a company
3274
- */
3275
- async getCompanyDeals(companyId, params) {
3276
- const queryParams = new URLSearchParams();
3277
- if (params?.page)
3278
- queryParams.set('page', params.page.toString());
3279
- if (params?.limit)
3280
- queryParams.set('limit', params.limit.toString());
3281
- const query = queryParams.toString();
3282
- const endpoint = `/api/workspaces/${this.workspaceId}/companies/${companyId}/deals${query ? `?${query}` : ''}`;
3283
- return this.request(endpoint);
3284
- }
3285
- // ============================================
3286
- // PIPELINES API
3287
- // ============================================
3288
- /**
3289
- * Get all pipelines
3290
- */
3291
- async getPipelines() {
3292
- return this.request(`/api/workspaces/${this.workspaceId}/pipelines`);
3293
- }
3294
- /**
3295
- * Get a single pipeline by ID
3296
- */
3297
- async getPipeline(pipelineId) {
3298
- return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`);
3299
- }
3300
- /**
3301
- * Create a new pipeline
3302
- */
3303
- async createPipeline(pipeline) {
3304
- return this.request(`/api/workspaces/${this.workspaceId}/pipelines`, {
3305
- method: 'POST',
3306
- body: JSON.stringify(pipeline),
3307
- });
3308
- }
3309
- /**
3310
- * Update an existing pipeline
3311
- */
3312
- async updatePipeline(pipelineId, updates) {
3313
- return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`, {
3314
- method: 'PUT',
3315
- body: JSON.stringify(updates),
3316
- });
3317
- }
3318
- /**
3319
- * Delete a pipeline
3320
- */
3321
- async deletePipeline(pipelineId) {
3322
- return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`, {
3323
- method: 'DELETE',
3324
- });
3325
- }
3326
- // ============================================
3327
- // TASKS API
3328
- // ============================================
3329
- /**
3330
- * Get all tasks with pagination
3331
- */
3332
- async getTasks(params) {
3333
- const queryParams = new URLSearchParams();
3334
- if (params?.page)
3335
- queryParams.set('page', params.page.toString());
3336
- if (params?.limit)
3337
- queryParams.set('limit', params.limit.toString());
3338
- if (params?.status)
3339
- queryParams.set('status', params.status);
3340
- if (params?.priority)
3341
- queryParams.set('priority', params.priority);
3342
- if (params?.contactId)
3343
- queryParams.set('contactId', params.contactId);
3344
- if (params?.companyId)
3345
- queryParams.set('companyId', params.companyId);
3346
- if (params?.opportunityId)
3347
- queryParams.set('opportunityId', params.opportunityId);
3348
- const query = queryParams.toString();
3349
- const endpoint = `/api/workspaces/${this.workspaceId}/tasks${query ? `?${query}` : ''}`;
3350
- return this.request(endpoint);
3351
- }
3352
- /**
3353
- * Get a single task by ID
3354
- */
3355
- async getTask(taskId) {
3356
- return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`);
3357
- }
3358
- /**
3359
- * Create a new task
3360
- */
3361
- async createTask(task) {
3362
- return this.request(`/api/workspaces/${this.workspaceId}/tasks`, {
3363
- method: 'POST',
3364
- body: JSON.stringify(task),
3365
- });
3366
- }
3367
- /**
3368
- * Update an existing task
3369
- */
3370
- async updateTask(taskId, updates) {
3371
- return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`, {
3372
- method: 'PUT',
3373
- body: JSON.stringify(updates),
3374
- });
3375
- }
3376
- /**
3377
- * Mark a task as completed
3378
- */
3379
- async completeTask(taskId) {
3380
- return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}/complete`, {
3381
- method: 'PATCH',
3382
- });
3383
- }
3384
- /**
3385
- * Delete a task
3386
- */
3387
- async deleteTask(taskId) {
3388
- return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`, {
3389
- method: 'DELETE',
3390
- });
3391
- }
3392
- // ============================================
3393
- // ACTIVITIES API
3394
- // ============================================
3395
- /**
3396
- * Get activities for a contact
3397
- */
3398
- async getContactActivities(contactId, params) {
3399
- const queryParams = new URLSearchParams();
3400
- if (params?.page)
3401
- queryParams.set('page', params.page.toString());
3402
- if (params?.limit)
3403
- queryParams.set('limit', params.limit.toString());
3404
- if (params?.type)
3405
- queryParams.set('type', params.type);
3406
- const query = queryParams.toString();
3407
- const endpoint = `/api/workspaces/${this.workspaceId}/contacts/${contactId}/activities${query ? `?${query}` : ''}`;
3408
- return this.request(endpoint);
3409
- }
3410
- /**
3411
- * Get activities for an opportunity/deal
3412
- */
3413
- async getOpportunityActivities(opportunityId, params) {
3414
- const queryParams = new URLSearchParams();
3415
- if (params?.page)
3416
- queryParams.set('page', params.page.toString());
3417
- if (params?.limit)
3418
- queryParams.set('limit', params.limit.toString());
3419
- if (params?.type)
3420
- queryParams.set('type', params.type);
3421
- const query = queryParams.toString();
3422
- const endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}/activities${query ? `?${query}` : ''}`;
3423
- return this.request(endpoint);
3424
- }
3425
- /**
3426
- * Create a new activity
3427
- */
3428
- async createActivity(activity) {
3429
- // Determine the correct endpoint based on related entity
3430
- let endpoint;
3431
- if (activity.opportunityId) {
3432
- endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${activity.opportunityId}/activities`;
3433
- }
3434
- else if (activity.contactId) {
3435
- endpoint = `/api/workspaces/${this.workspaceId}/contacts/${activity.contactId}/activities`;
3436
- }
3437
- else {
3438
- endpoint = `/api/workspaces/${this.workspaceId}/activities`;
3439
- }
3440
- return this.request(endpoint, {
3441
- method: 'POST',
3442
- body: JSON.stringify(activity),
3443
- });
3444
- }
3445
- /**
3446
- * Update an existing activity
3447
- */
3448
- async updateActivity(activityId, updates) {
3449
- return this.request(`/api/workspaces/${this.workspaceId}/activities/${activityId}`, {
3450
- method: 'PATCH',
3451
- body: JSON.stringify(updates),
3452
- });
3453
- }
3454
- /**
3455
- * Delete an activity
3456
- */
3457
- async deleteActivity(activityId) {
3458
- return this.request(`/api/workspaces/${this.workspaceId}/activities/${activityId}`, {
3459
- method: 'DELETE',
3460
- });
3461
- }
3462
- /**
3463
- * Log a call activity
3464
- */
3465
- async logCall(data) {
3466
- return this.createActivity({
3467
- type: 'call',
3468
- title: `${data.direction === 'inbound' ? 'Inbound' : 'Outbound'} Call`,
3469
- direction: data.direction,
3470
- duration: data.duration,
3471
- outcome: data.outcome,
3472
- description: data.notes,
3473
- contactId: data.contactId,
3474
- opportunityId: data.opportunityId,
3475
- });
3476
- }
3477
- /**
3478
- * Log a meeting activity
3479
- */
3480
- async logMeeting(data) {
3481
- return this.createActivity({
3482
- type: 'meeting',
3483
- title: data.title,
3484
- duration: data.duration,
3485
- outcome: data.outcome,
3486
- description: data.notes,
3487
- contactId: data.contactId,
3488
- opportunityId: data.opportunityId,
3489
- });
3490
- }
3491
- /**
3492
- * Add a note to a contact or opportunity
3493
- */
3494
- async addNote(data) {
3495
- return this.createActivity({
3496
- type: 'note',
3497
- title: 'Note',
3498
- description: data.content,
3499
- contactId: data.contactId,
3500
- opportunityId: data.opportunityId,
3501
- });
3502
- }
3503
- // ============================================
3504
- // EMAIL TEMPLATES API
3505
- // ============================================
3506
- /**
3507
- * Get all email templates
3508
- */
3509
- async getEmailTemplates(params) {
3510
- const queryParams = new URLSearchParams();
3511
- if (params?.page)
3512
- queryParams.set('page', params.page.toString());
3513
- if (params?.limit)
3514
- queryParams.set('limit', params.limit.toString());
3515
- const query = queryParams.toString();
3516
- const endpoint = `/api/workspaces/${this.workspaceId}/email-templates${query ? `?${query}` : ''}`;
3517
- return this.request(endpoint);
3518
- }
3519
- /**
3520
- * Get a single email template by ID
3521
- */
3522
- async getEmailTemplate(templateId) {
3523
- return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`);
3524
- }
3525
- /**
3526
- * Create a new email template
3527
- */
3528
- async createEmailTemplate(template) {
3529
- return this.request(`/api/workspaces/${this.workspaceId}/email-templates`, {
3530
- method: 'POST',
3531
- body: JSON.stringify(template),
3532
- });
3533
- }
3534
- /**
3535
- * Update an email template
3536
- */
3537
- async updateEmailTemplate(templateId, updates) {
3538
- return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`, {
3539
- method: 'PUT',
3540
- body: JSON.stringify(updates),
3541
- });
3542
- }
3543
- /**
3544
- * Delete an email template
3545
- */
3546
- async deleteEmailTemplate(templateId) {
3547
- return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`, {
3548
- method: 'DELETE',
3549
- });
3550
- }
3551
- /**
3552
- * Send an email using a template
3553
- */
3554
- async sendEmail(data) {
3555
- return this.request(`/api/workspaces/${this.workspaceId}/emails/send`, {
3556
- method: 'POST',
3557
- body: JSON.stringify(data),
3558
- });
3559
- }
3560
- // ============================================
3561
- // READ-BACK / DATA RETRIEVAL API
3562
- // ============================================
3563
- /**
3564
- * Get a contact by email address.
3565
- * Returns the first matching contact from a search query.
3566
- */
3567
- async getContactByEmail(email) {
3568
- this.validateRequired('email', email, 'getContactByEmail');
3569
- const queryParams = new URLSearchParams({ search: email, limit: '1' });
3570
- return this.request(`/api/workspaces/${this.workspaceId}/contacts?${queryParams.toString()}`);
3571
- }
3572
- /**
3573
- * Get activity timeline for a contact
3574
- */
3575
- async getContactActivity(contactId, params) {
3576
- this.validateRequired('contactId', contactId, 'getContactActivity');
3577
- const queryParams = new URLSearchParams();
3578
- if (params?.page)
3579
- queryParams.set('page', params.page.toString());
3580
- if (params?.limit)
3581
- queryParams.set('limit', params.limit.toString());
3582
- if (params?.type)
3583
- queryParams.set('type', params.type);
3584
- if (params?.startDate)
3585
- queryParams.set('startDate', params.startDate);
3586
- if (params?.endDate)
3587
- queryParams.set('endDate', params.endDate);
3588
- const query = queryParams.toString();
3589
- const endpoint = `/api/workspaces/${this.workspaceId}/contacts/${contactId}/activities${query ? `?${query}` : ''}`;
3590
- return this.request(endpoint);
3591
- }
3592
- /**
3593
- * Get engagement metrics for a contact (via their linked visitor data)
3594
- */
3595
- async getContactEngagement(contactId) {
3596
- this.validateRequired('contactId', contactId, 'getContactEngagement');
3597
- return this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}/engagement`);
3598
- }
3599
- /**
3600
- * Get a full timeline for a contact including events, activities, and opportunities
3601
- */
3602
- async getContactTimeline(contactId, params) {
3603
- this.validateRequired('contactId', contactId, 'getContactTimeline');
3604
- const queryParams = new URLSearchParams();
3605
- if (params?.page)
3606
- queryParams.set('page', params.page.toString());
3607
- if (params?.limit)
3608
- queryParams.set('limit', params.limit.toString());
3609
- const query = queryParams.toString();
3610
- const endpoint = `/api/workspaces/${this.workspaceId}/contacts/${contactId}/timeline${query ? `?${query}` : ''}`;
3611
- return this.request(endpoint);
3612
- }
3613
- /**
3614
- * Search contacts with advanced filters
3615
- */
3616
- async searchContacts(query, filters) {
3617
- const queryParams = new URLSearchParams();
3618
- queryParams.set('search', query);
3619
- if (filters?.status)
3620
- queryParams.set('status', filters.status);
3621
- if (filters?.lifecycleStage)
3622
- queryParams.set('lifecycleStage', filters.lifecycleStage);
3623
- if (filters?.source)
3624
- queryParams.set('source', filters.source);
3625
- if (filters?.tags)
3626
- queryParams.set('tags', filters.tags.join(','));
3627
- if (filters?.page)
3628
- queryParams.set('page', filters.page.toString());
3629
- if (filters?.limit)
3630
- queryParams.set('limit', filters.limit.toString());
3631
- const qs = queryParams.toString();
3632
- const endpoint = `/api/workspaces/${this.workspaceId}/contacts${qs ? `?${qs}` : ''}`;
3633
- return this.request(endpoint);
3634
- }
3635
- // ============================================
3636
- // WEBHOOK MANAGEMENT API
3637
- // ============================================
3638
- /**
3639
- * List all webhook subscriptions
3640
- */
3641
- async listWebhooks(params) {
3642
- const queryParams = new URLSearchParams();
3643
- if (params?.page)
3644
- queryParams.set('page', params.page.toString());
3645
- if (params?.limit)
3646
- queryParams.set('limit', params.limit.toString());
3647
- const query = queryParams.toString();
3648
- return this.request(`/api/workspaces/${this.workspaceId}/webhooks${query ? `?${query}` : ''}`);
3649
- }
3650
- /**
3651
- * Create a new webhook subscription
3652
- */
3653
- async createWebhook(data) {
3654
- return this.request(`/api/workspaces/${this.workspaceId}/webhooks`, {
3655
- method: 'POST',
3656
- body: JSON.stringify(data),
3657
- });
3658
- }
3659
- /**
3660
- * Delete a webhook subscription
3661
- */
3662
- async deleteWebhook(webhookId) {
3663
- this.validateRequired('webhookId', webhookId, 'deleteWebhook');
3664
- return this.request(`/api/workspaces/${this.workspaceId}/webhooks/${webhookId}`, {
3665
- method: 'DELETE',
3666
- });
3667
- }
3668
- // ============================================
3669
- // EVENT TRIGGERS API (delegated to triggers manager)
3670
- // ============================================
3671
- /**
3672
- * Get all event triggers
3673
- */
3674
- async getEventTriggers() {
3675
- return this.triggers.getTriggers();
3676
- }
3677
- /**
3678
- * Create a new event trigger
3679
- */
3680
- async createEventTrigger(trigger) {
3681
- return this.triggers.createTrigger(trigger);
3682
- }
3683
- /**
3684
- * Update an event trigger
3685
- */
3686
- async updateEventTrigger(triggerId, updates) {
3687
- return this.triggers.updateTrigger(triggerId, updates);
3688
- }
3689
- /**
3690
- * Delete an event trigger
3691
- */
3692
- async deleteEventTrigger(triggerId) {
3693
- return this.triggers.deleteTrigger(triggerId);
3694
- }
3695
- }
3696
-
3697
2512
  /**
3698
2513
  * Clianta SDK - Main Tracker Class
3699
2514
  * @see SDK_VERSION in core/config.ts
@@ -3707,10 +2522,16 @@ class Tracker {
3707
2522
  this.isInitialized = false;
3708
2523
  /** contactId after a successful identify() call */
3709
2524
  this.contactId = null;
2525
+ /** groupId after a successful group() call */
2526
+ this.groupId = null;
3710
2527
  /** Pending identify retry on next flush */
3711
2528
  this.pendingIdentify = null;
3712
2529
  /** Registered event schemas for validation */
3713
2530
  this.eventSchemas = new Map();
2531
+ /** Event middleware pipeline */
2532
+ this.middlewares = [];
2533
+ /** Ready callbacks */
2534
+ this.readyCallbacks = [];
3714
2535
  if (!workspaceId) {
3715
2536
  throw new Error('[Clianta] Workspace ID is required');
3716
2537
  }
@@ -3741,15 +2562,22 @@ class Tracker {
3741
2562
  typeof window !== 'undefined' &&
3742
2563
  !window.location.hostname.includes('localhost') &&
3743
2564
  !window.location.hostname.includes('127.0.0.1')) {
3744
- logger.warn('apiEndpoint uses HTTP — events and visitor data will be sent unencrypted. Use HTTPS in production.');
3745
- }
3746
- if (this.config.apiKey && typeof window !== 'undefined') {
3747
- logger.warn('API key is exposed in client-side code. Use API keys only in server-side (Node.js) environments.');
2565
+ logger.warn('apiEndpoint uses HTTP — events will be sent unencrypted. Use HTTPS in production.');
3748
2566
  }
3749
2567
  // Initialize plugins
3750
2568
  this.initPlugins();
3751
2569
  this.isInitialized = true;
3752
2570
  logger.info('SDK initialized successfully');
2571
+ // Fire ready callbacks
2572
+ for (const cb of this.readyCallbacks) {
2573
+ try {
2574
+ cb();
2575
+ }
2576
+ catch (e) {
2577
+ logger.error('onReady callback error:', e);
2578
+ }
2579
+ }
2580
+ this.readyCallbacks = [];
3753
2581
  }
3754
2582
  /**
3755
2583
  * Create visitor ID based on storage mode
@@ -3862,6 +2690,10 @@ class Tracker {
3862
2690
  if (this.contactId) {
3863
2691
  event.contactId = this.contactId;
3864
2692
  }
2693
+ // Attach groupId if known (from a prior group() call)
2694
+ if (this.groupId) {
2695
+ event.groupId = this.groupId;
2696
+ }
3865
2697
  // Validate event against registered schema (debug mode only)
3866
2698
  this.validateEventSchema(eventType, properties);
3867
2699
  // Check consent before tracking
@@ -3875,8 +2707,11 @@ class Tracker {
3875
2707
  logger.debug('Event dropped (no consent):', eventName);
3876
2708
  return;
3877
2709
  }
3878
- this.queue.push(event);
3879
- logger.debug('Event tracked:', eventName, properties);
2710
+ // Run event through middleware pipeline
2711
+ this.runMiddleware(event, () => {
2712
+ this.queue.push(event);
2713
+ logger.debug('Event tracked:', eventName, properties);
2714
+ });
3880
2715
  }
3881
2716
  /**
3882
2717
  * Track a page view
@@ -3924,123 +2759,176 @@ class Tracker {
3924
2759
  }
3925
2760
  }
3926
2761
  /**
3927
- * Send a server-side inbound event via the API key endpoint.
3928
- * Convenience proxy to CRMClient.sendEvent() — requires apiKey in config.
2762
+ * Retry pending identify call
3929
2763
  */
3930
- async sendEvent(payload) {
3931
- const apiKey = this.config.apiKey;
3932
- if (!apiKey) {
3933
- logger.error('sendEvent() requires an apiKey in the SDK config');
3934
- return { success: false, contactCreated: false, event: payload.event, error: 'No API key configured' };
3935
- }
3936
- const client = new CRMClient(this.config.apiEndpoint, this.workspaceId, undefined, apiKey);
3937
- return client.sendEvent(payload);
2764
+ async retryPendingIdentify() {
2765
+ if (!this.pendingIdentify)
2766
+ return;
2767
+ const { email, traits } = this.pendingIdentify;
2768
+ this.pendingIdentify = null;
2769
+ await this.identify(email, traits);
2770
+ }
2771
+ /**
2772
+ * Update consent state
2773
+ */
2774
+ consent(state) {
2775
+ this.consentManager.update(state);
3938
2776
  }
3939
2777
  /**
3940
- * Get the current visitor's profile from the CRM.
3941
- * Returns visitor data and linked contact info if identified.
3942
- * Only returns data for the current visitor (privacy-safe for frontend).
2778
+ * Get current consent state
3943
2779
  */
3944
- async getVisitorProfile() {
3945
- if (!this.isInitialized) {
3946
- logger.warn('SDK not initialized');
3947
- return null;
3948
- }
3949
- const result = await this.transport.fetchData(`/api/public/track/visitor/${this.workspaceId}/${this.visitorId}/profile`);
3950
- if (result.success && result.data) {
3951
- logger.debug('Visitor profile fetched:', result.data);
3952
- return result.data;
3953
- }
3954
- logger.warn('Failed to fetch visitor profile:', result.error);
3955
- return null;
2780
+ getConsentState() {
2781
+ return this.consentManager.getState();
3956
2782
  }
3957
2783
  /**
3958
- * Get the current visitor's recent activity/events.
3959
- * Returns paginated list of tracking events for this visitor.
2784
+ * Toggle debug mode
3960
2785
  */
3961
- async getVisitorActivity(options) {
3962
- if (!this.isInitialized) {
3963
- logger.warn('SDK not initialized');
3964
- return null;
3965
- }
3966
- const params = {};
3967
- if (options?.page)
3968
- params.page = options.page.toString();
3969
- if (options?.limit)
3970
- params.limit = options.limit.toString();
3971
- if (options?.eventType)
3972
- params.eventType = options.eventType;
3973
- if (options?.startDate)
3974
- params.startDate = options.startDate;
3975
- if (options?.endDate)
3976
- params.endDate = options.endDate;
3977
- const result = await this.transport.fetchData(`/api/public/track/visitor/${this.workspaceId}/${this.visitorId}/activity`, params);
3978
- if (result.success && result.data) {
3979
- return result.data;
3980
- }
3981
- logger.warn('Failed to fetch visitor activity:', result.error);
3982
- return null;
2786
+ debug(enabled) {
2787
+ logger.enabled = enabled;
2788
+ logger.info(`Debug mode ${enabled ? 'enabled' : 'disabled'}`);
3983
2789
  }
2790
+ // ============================================
2791
+ // GROUP, ALIAS, SCREEN
2792
+ // ============================================
3984
2793
  /**
3985
- * Get a summarized journey timeline for the current visitor.
3986
- * Includes top pages, sessions, time spent, and recent activities.
2794
+ * Associate the current visitor with a group (company/account).
2795
+ * The groupId will be attached to all subsequent track() calls.
3987
2796
  */
3988
- async getVisitorTimeline() {
3989
- if (!this.isInitialized) {
3990
- logger.warn('SDK not initialized');
3991
- return null;
3992
- }
3993
- const result = await this.transport.fetchData(`/api/public/track/visitor/${this.workspaceId}/${this.visitorId}/timeline`);
3994
- if (result.success && result.data) {
3995
- return result.data;
2797
+ group(groupId, traits = {}) {
2798
+ if (!groupId) {
2799
+ logger.warn('groupId is required for group()');
2800
+ return;
3996
2801
  }
3997
- logger.warn('Failed to fetch visitor timeline:', result.error);
3998
- return null;
2802
+ this.groupId = groupId;
2803
+ logger.info('Visitor grouped:', groupId);
2804
+ this.track('group', 'Group Identified', {
2805
+ groupId,
2806
+ ...traits,
2807
+ });
3999
2808
  }
4000
2809
  /**
4001
- * Get engagement metrics for the current visitor.
4002
- * Includes time on site, page views, bounce rate, and engagement score.
2810
+ * Merge two visitor identities.
2811
+ * Links `previousId` (typically the anonymous visitor) to `newId` (the known user).
2812
+ * If `previousId` is omitted, the current visitorId is used.
4003
2813
  */
4004
- async getVisitorEngagement() {
4005
- if (!this.isInitialized) {
4006
- logger.warn('SDK not initialized');
4007
- return null;
2814
+ async alias(newId, previousId) {
2815
+ if (!newId) {
2816
+ logger.warn('newId is required for alias()');
2817
+ return false;
4008
2818
  }
4009
- const result = await this.transport.fetchData(`/api/public/track/visitor/${this.workspaceId}/${this.visitorId}/engagement`);
4010
- if (result.success && result.data) {
4011
- return result.data;
2819
+ const prevId = previousId || this.visitorId;
2820
+ logger.info('Aliasing visitor:', { from: prevId, to: newId });
2821
+ try {
2822
+ const url = `${this.config.apiEndpoint}/api/public/track/alias`;
2823
+ const response = await fetch(url, {
2824
+ method: 'POST',
2825
+ headers: { 'Content-Type': 'application/json' },
2826
+ body: JSON.stringify({
2827
+ workspaceId: this.workspaceId,
2828
+ previousId: prevId,
2829
+ newId,
2830
+ }),
2831
+ });
2832
+ if (response.ok) {
2833
+ logger.info('Alias successful');
2834
+ return true;
2835
+ }
2836
+ logger.error('Alias failed:', response.status);
2837
+ return false;
2838
+ }
2839
+ catch (error) {
2840
+ logger.error('Alias request failed:', error);
2841
+ return false;
4012
2842
  }
4013
- logger.warn('Failed to fetch visitor engagement:', result.error);
4014
- return null;
4015
2843
  }
4016
2844
  /**
4017
- * Retry pending identify call
2845
+ * Track a screen view (for mobile-first PWAs and SPAs).
2846
+ * Similar to page() but semantically for app screens.
4018
2847
  */
4019
- async retryPendingIdentify() {
4020
- if (!this.pendingIdentify)
4021
- return;
4022
- const { email, traits } = this.pendingIdentify;
4023
- this.pendingIdentify = null;
4024
- await this.identify(email, traits);
2848
+ screen(name, properties = {}) {
2849
+ this.track('screen_view', name, {
2850
+ ...properties,
2851
+ screenName: name,
2852
+ });
4025
2853
  }
2854
+ // ============================================
2855
+ // MIDDLEWARE
2856
+ // ============================================
4026
2857
  /**
4027
- * Update consent state
2858
+ * Register event middleware.
2859
+ * Middleware functions receive the event and a `next` callback.
2860
+ * Call `next()` to pass the event through, or don't call it to drop the event.
2861
+ *
2862
+ * @example
2863
+ * tracker.use((event, next) => {
2864
+ * // Strip PII from events
2865
+ * delete event.properties.email;
2866
+ * next(); // pass it through
2867
+ * });
4028
2868
  */
4029
- consent(state) {
4030
- this.consentManager.update(state);
2869
+ use(middleware) {
2870
+ this.middlewares.push(middleware);
2871
+ logger.debug('Middleware registered');
4031
2872
  }
4032
2873
  /**
4033
- * Get current consent state
2874
+ * Run event through the middleware pipeline.
2875
+ * Executes each middleware in order; if any skips `next()`, the event is dropped.
4034
2876
  */
4035
- getConsentState() {
4036
- return this.consentManager.getState();
2877
+ runMiddleware(event, finalCallback) {
2878
+ if (this.middlewares.length === 0) {
2879
+ finalCallback();
2880
+ return;
2881
+ }
2882
+ let index = 0;
2883
+ const middlewares = this.middlewares;
2884
+ const next = () => {
2885
+ index++;
2886
+ if (index < middlewares.length) {
2887
+ try {
2888
+ middlewares[index](event, next);
2889
+ }
2890
+ catch (e) {
2891
+ logger.error('Middleware error:', e);
2892
+ finalCallback();
2893
+ }
2894
+ }
2895
+ else {
2896
+ finalCallback();
2897
+ }
2898
+ };
2899
+ try {
2900
+ middlewares[0](event, next);
2901
+ }
2902
+ catch (e) {
2903
+ logger.error('Middleware error:', e);
2904
+ finalCallback();
2905
+ }
2906
+ }
2907
+ // ============================================
2908
+ // LIFECYCLE
2909
+ // ============================================
2910
+ /**
2911
+ * Register a callback to be invoked when the SDK is fully initialized.
2912
+ * If already initialized, the callback fires immediately.
2913
+ */
2914
+ onReady(callback) {
2915
+ if (this.isInitialized) {
2916
+ try {
2917
+ callback();
2918
+ }
2919
+ catch (e) {
2920
+ logger.error('onReady callback error:', e);
2921
+ }
2922
+ }
2923
+ else {
2924
+ this.readyCallbacks.push(callback);
2925
+ }
4037
2926
  }
4038
2927
  /**
4039
- * Toggle debug mode
2928
+ * Check if the SDK is fully initialized and ready.
4040
2929
  */
4041
- debug(enabled) {
4042
- logger.enabled = enabled;
4043
- logger.info(`Debug mode ${enabled ? 'enabled' : 'disabled'}`);
2930
+ isReady() {
2931
+ return this.isInitialized;
4044
2932
  }
4045
2933
  /**
4046
2934
  * Register a schema for event validation.
@@ -4279,7 +3167,12 @@ class Tracker {
4279
3167
 
4280
3168
  /**
4281
3169
  * Clianta SDK
4282
- * Professional CRM and tracking SDK for lead generation
3170
+ * Client-side tracking SDK for CRM — tracks visitors, identifies contacts,
3171
+ * captures forms, and writes CRM data from client websites.
3172
+ *
3173
+ * This SDK is designed to run on CLIENT WEBSITES (React, Next.js, Vue, etc.)
3174
+ * It only SENDS data to your CRM — it never reads CRM data back.
3175
+ *
4283
3176
  * @see SDK_VERSION in core/config.ts
4284
3177
  */
4285
3178
  // Global instance cache
@@ -4321,21 +3214,17 @@ function clianta(workspaceId, config) {
4321
3214
  globalInstance = new Tracker(workspaceId, config);
4322
3215
  return globalInstance;
4323
3216
  }
4324
- // Attach to window for <script> usage
3217
+ // Attach to window for <script> tag usage
4325
3218
  if (typeof window !== 'undefined') {
4326
3219
  window.clianta = clianta;
4327
3220
  window.Clianta = {
4328
3221
  clianta,
4329
3222
  Tracker,
4330
- CRMClient,
4331
3223
  ConsentManager,
4332
- EventTriggersManager,
4333
3224
  };
4334
3225
  }
4335
3226
 
4336
- exports.CRMClient = CRMClient;
4337
3227
  exports.ConsentManager = ConsentManager;
4338
- exports.EventTriggersManager = EventTriggersManager;
4339
3228
  exports.SDK_VERSION = SDK_VERSION;
4340
3229
  exports.Tracker = Tracker;
4341
3230
  exports.clianta = clianta;