@contractspec/example.crm-pipeline 1.57.0 → 1.59.0

package/dist/browser/ui/renderers/pipeline.markdown.js

@@ -0,0 +1,564 @@
+// src/handlers/crm.handlers.ts
+import { web } from "@contractspec/lib.runtime-sandbox";
+var { generateId } = web;
+function rowToDeal(row) {
+  return {
+    id: row.id,
+    projectId: row.projectId,
+    name: row.name,
+    value: row.value,
+    currency: row.currency,
+    pipelineId: row.pipelineId,
+    stageId: row.stageId,
+    status: row.status,
+    contactId: row.contactId ?? undefined,
+    companyId: row.companyId ?? undefined,
+    ownerId: row.ownerId,
+    expectedCloseDate: row.expectedCloseDate ? new Date(row.expectedCloseDate) : undefined,
+    wonSource: row.wonSource ?? undefined,
+    lostReason: row.lostReason ?? undefined,
+    notes: row.notes ?? undefined,
+    createdAt: new Date(row.createdAt),
+    updatedAt: new Date(row.updatedAt)
+  };
+}
+function createCrmHandlers(db) {
+  async function listDeals(input) {
+    const {
+      projectId,
+      pipelineId,
+      stageId,
+      status,
+      ownerId,
+      search,
+      limit = 20,
+      offset = 0
+    } = input;
+    let whereClause = "WHERE projectId = ?";
+    const params = [projectId];
+    if (pipelineId) {
+      whereClause += " AND pipelineId = ?";
+      params.push(pipelineId);
+    }
+    if (stageId) {
+      whereClause += " AND stageId = ?";
+      params.push(stageId);
+    }
+    if (status && status !== "all") {
+      whereClause += " AND status = ?";
+      params.push(status);
+    }
+    if (ownerId) {
+      whereClause += " AND ownerId = ?";
+      params.push(ownerId);
+    }
+    if (search) {
+      whereClause += " AND name LIKE ?";
+      params.push(`%${search}%`);
+    }
+    const countResult = (await db.query(`SELECT COUNT(*) as count FROM crm_deal ${whereClause}`, params)).rows;
+    const total = countResult[0]?.count ?? 0;
+    const valueResult = (await db.query(`SELECT COALESCE(SUM(value), 0) as total FROM crm_deal ${whereClause}`, params)).rows;
+    const totalValue = valueResult[0]?.total ?? 0;
+    const dealRows = (await db.query(`SELECT * FROM crm_deal ${whereClause} ORDER BY value DESC LIMIT ? OFFSET ?`, [...params, limit, offset])).rows;
+    return {
+      deals: dealRows.map(rowToDeal),
+      total,
+      totalValue
+    };
+  }
+  async function createDeal(input, context) {
+    const id = generateId("deal");
+    const now = new Date().toISOString();
+    await db.execute(`INSERT INTO crm_deal (id, projectId, pipelineId, stageId, name, value, currency, status, contactId, companyId, ownerId, expectedCloseDate, createdAt, updatedAt)
+       VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+      id,
+      context.projectId,
+      input.pipelineId,
+      input.stageId,
+      input.name,
+      input.value,
+      input.currency ?? "USD",
+      "OPEN",
+      input.contactId ?? null,
+      input.companyId ?? null,
+      context.ownerId,
+      input.expectedCloseDate?.toISOString() ?? null,
+      now,
+      now
+    ]);
+    const rows = (await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [id])).rows;
+    if (!rows[0]) {
+      throw new Error("Failed to create deal");
+    }
+    return rowToDeal(rows[0]);
+  }
+  async function moveDeal(input) {
+    const now = new Date().toISOString();
+    const existing = (await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])).rows;
+    if (!existing[0]) {
+      throw new Error("NOT_FOUND");
+    }
+    const stage = (await db.query(`SELECT * FROM crm_stage WHERE id = ?`, [input.stageId])).rows;
+    if (!stage[0]) {
+      throw new Error("INVALID_STAGE");
+    }
+    await db.execute(`UPDATE crm_deal SET stageId = ?, updatedAt = ? WHERE id = ?`, [input.stageId, now, input.dealId]);
+    const rows = (await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])).rows;
+    return rowToDeal(rows[0]);
+  }
+  async function winDeal(input) {
+    const now = new Date().toISOString();
+    const existing = (await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])).rows;
+    if (!existing[0]) {
+      throw new Error("NOT_FOUND");
+    }
+    await db.execute(`UPDATE crm_deal SET status = 'WON', wonSource = ?, notes = ?, updatedAt = ? WHERE id = ?`, [input.wonSource ?? null, input.notes ?? null, now, input.dealId]);
+    const rows = (await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])).rows;
+    return rowToDeal(rows[0]);
+  }
+  async function loseDeal(input) {
+    const now = new Date().toISOString();
+    const existing = (await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])).rows;
+    if (!existing[0]) {
+      throw new Error("NOT_FOUND");
+    }
+    await db.execute(`UPDATE crm_deal SET status = 'LOST', lostReason = ?, notes = ?, updatedAt = ? WHERE id = ?`, [input.lostReason, input.notes ?? null, now, input.dealId]);
+    const rows = (await db.query(`SELECT * FROM crm_deal WHERE id = ?`, [input.dealId])).rows;
+    return rowToDeal(rows[0]);
+  }
+  async function getDealsByStage(input) {
+    const deals = (await db.query(`SELECT * FROM crm_deal WHERE projectId = ? AND pipelineId = ? AND status = 'OPEN' ORDER BY value DESC`, [input.projectId, input.pipelineId])).rows;
+    const stages = (await db.query(`SELECT * FROM crm_stage WHERE pipelineId = ? ORDER BY position`, [input.pipelineId])).rows;
+    const grouped = {};
+    for (const stage of stages) {
+      grouped[stage.id] = deals.filter((d) => d.stageId === stage.id).map(rowToDeal);
+    }
+    return grouped;
+  }
+  async function getPipelineStages(input) {
+    const rows = (await db.query(`SELECT * FROM crm_stage WHERE pipelineId = ? ORDER BY position`, [input.pipelineId])).rows;
+    return rows.map((row) => ({
+      id: row.id,
+      pipelineId: row.pipelineId,
+      name: row.name,
+      position: row.position
+    }));
+  }
+  return {
+    listDeals,
+    createDeal,
+    moveDeal,
+    winDeal,
+    loseDeal,
+    getDealsByStage,
+    getPipelineStages
+  };
+}
+
+// src/handlers/mock-data.ts
+var MOCK_STAGES = [
+  { id: "stage-1", name: "Lead", position: 1, pipelineId: "pipeline-1" },
+  { id: "stage-2", name: "Qualified", position: 2, pipelineId: "pipeline-1" },
+  { id: "stage-3", name: "Proposal", position: 3, pipelineId: "pipeline-1" },
+  { id: "stage-4", name: "Negotiation", position: 4, pipelineId: "pipeline-1" },
+  { id: "stage-5", name: "Closed", position: 5, pipelineId: "pipeline-1" }
+];
+var MOCK_DEALS = [
+  {
+    id: "deal-1",
+    name: "Enterprise License - Acme Corp",
+    value: 75000,
+    currency: "USD",
+    pipelineId: "pipeline-1",
+    stageId: "stage-3",
+    status: "OPEN",
+    contactId: "contact-1",
+    companyId: "company-1",
+    ownerId: "user-1",
+    expectedCloseDate: new Date("2024-05-15T00:00:00Z"),
+    createdAt: new Date("2024-02-01T10:00:00Z"),
+    updatedAt: new Date("2024-04-10T14:30:00Z")
+  },
+  {
+    id: "deal-2",
+    name: "Startup Plan - TechStart Inc",
+    value: 12000,
+    currency: "USD",
+    pipelineId: "pipeline-1",
+    stageId: "stage-2",
+    status: "OPEN",
+    contactId: "contact-2",
+    companyId: "company-2",
+    ownerId: "user-2",
+    expectedCloseDate: new Date("2024-04-30T00:00:00Z"),
+    createdAt: new Date("2024-03-15T09:00:00Z"),
+    updatedAt: new Date("2024-04-08T11:15:00Z")
+  },
+  {
+    id: "deal-3",
+    name: "Professional Services - Global Ltd",
+    value: 45000,
+    currency: "USD",
+    pipelineId: "pipeline-1",
+    stageId: "stage-4",
+    status: "OPEN",
+    contactId: "contact-3",
+    companyId: "company-3",
+    ownerId: "user-1",
+    expectedCloseDate: new Date("2024-04-20T00:00:00Z"),
+    createdAt: new Date("2024-01-20T08:00:00Z"),
+    updatedAt: new Date("2024-04-12T16:45:00Z")
+  },
+  {
+    id: "deal-4",
+    name: "Annual Contract - SmallBiz Co",
+    value: 8500,
+    currency: "USD",
+    pipelineId: "pipeline-1",
+    stageId: "stage-1",
+    status: "OPEN",
+    contactId: "contact-4",
+    companyId: "company-4",
+    ownerId: "user-3",
+    createdAt: new Date("2024-04-05T12:00:00Z"),
+    updatedAt: new Date("2024-04-05T12:00:00Z")
+  },
+  {
+    id: "deal-5",
+    name: "Custom Integration - MegaCorp",
+    value: 125000,
+    currency: "USD",
+    pipelineId: "pipeline-1",
+    stageId: "stage-5",
+    status: "WON",
+    contactId: "contact-5",
+    companyId: "company-5",
+    ownerId: "user-1",
+    expectedCloseDate: new Date("2024-03-31T00:00:00Z"),
+    createdAt: new Date("2023-11-10T10:00:00Z"),
+    updatedAt: new Date("2024-03-28T09:00:00Z")
+  },
+  {
+    id: "deal-6",
+    name: "Pilot Project - NewCo",
+    value: 5000,
+    currency: "USD",
+    pipelineId: "pipeline-1",
+    stageId: "stage-2",
+    status: "LOST",
+    contactId: "contact-6",
+    companyId: "company-6",
+    ownerId: "user-2",
+    createdAt: new Date("2024-01-15T14:00:00Z"),
+    updatedAt: new Date("2024-02-28T10:30:00Z")
+  }
+];
+var MOCK_COMPANIES = [
+  {
+    id: "company-1",
+    name: "Acme Corporation",
+    domain: "acme.com",
+    industry: "Technology",
+    size: "1000-5000",
+    website: "https://acme.com",
+    createdAt: new Date("2024-01-01T00:00:00Z")
+  },
+  {
+    id: "company-2",
+    name: "TechStart Inc",
+    domain: "techstart.io",
+    industry: "Software",
+    size: "10-50",
+    website: "https://techstart.io",
+    createdAt: new Date("2024-02-15T00:00:00Z")
+  },
+  {
+    id: "company-3",
+    name: "Global Ltd",
+    domain: "global.com",
+    industry: "Consulting",
+    size: "500-1000",
+    website: "https://global.com",
+    createdAt: new Date("2023-12-01T00:00:00Z")
+  }
+];
+var MOCK_CONTACTS = [
+  {
+    id: "contact-1",
+    firstName: "John",
+    lastName: "Smith",
+    email: "john.smith@acme.com",
+    phone: "+1-555-0101",
+    title: "VP of Engineering",
+    companyId: "company-1",
+    createdAt: new Date("2024-01-05T00:00:00Z")
+  },
+  {
+    id: "contact-2",
+    firstName: "Sarah",
+    lastName: "Johnson",
+    email: "sarah@techstart.io",
+    phone: "+1-555-0102",
+    title: "CEO",
+    companyId: "company-2",
+    createdAt: new Date("2024-02-20T00:00:00Z")
+  },
+  {
+    id: "contact-3",
+    firstName: "Michael",
+    lastName: "Brown",
+    email: "michael.brown@global.com",
+    phone: "+1-555-0103",
+    title: "CTO",
+    companyId: "company-3",
+    createdAt: new Date("2023-12-10T00:00:00Z")
+  }
+];
+
+// src/handlers/deal.handlers.ts
+async function mockListDealsHandler(input) {
+  const {
+    pipelineId,
+    stageId,
+    status,
+    ownerId,
+    search,
+    limit = 20,
+    offset = 0
+  } = input;
+  let filtered = [...MOCK_DEALS];
+  if (pipelineId) {
+    filtered = filtered.filter((d) => d.pipelineId === pipelineId);
+  }
+  if (stageId) {
+    filtered = filtered.filter((d) => d.stageId === stageId);
+  }
+  if (status && status !== "all") {
+    filtered = filtered.filter((d) => d.status === status);
+  }
+  if (ownerId) {
+    filtered = filtered.filter((d) => d.ownerId === ownerId);
+  }
+  if (search) {
+    const q = search.toLowerCase();
+    filtered = filtered.filter((d) => d.name.toLowerCase().includes(q));
+  }
+  filtered.sort((a, b) => b.value - a.value);
+  const total = filtered.length;
+  const totalValue = filtered.reduce((sum, d) => sum + d.value, 0);
+  const deals = filtered.slice(offset, offset + limit);
+  return {
+    deals,
+    total,
+    totalValue
+  };
+}
+async function mockCreateDealHandler(input, context) {
+  const now = new Date;
+  const deal = {
+    id: `deal-${Date.now()}`,
+    name: input.name,
+    value: input.value,
+    currency: input.currency ?? "USD",
+    pipelineId: input.pipelineId,
+    stageId: input.stageId,
+    status: "OPEN",
+    contactId: input.contactId,
+    companyId: input.companyId,
+    ownerId: context.ownerId,
+    expectedCloseDate: input.expectedCloseDate,
+    createdAt: now,
+    updatedAt: now
+  };
+  MOCK_DEALS.push(deal);
+  return deal;
+}
+async function mockMoveDealHandler(input) {
+  const dealIndex = MOCK_DEALS.findIndex((d) => d.id === input.dealId);
+  if (dealIndex === -1) {
+    throw new Error("NOT_FOUND");
+  }
+  const deal = MOCK_DEALS[dealIndex];
+  if (!deal) {
+    throw new Error("NOT_FOUND");
+  }
+  const stage = MOCK_STAGES.find((s) => s.id === input.stageId);
+  if (!stage) {
+    throw new Error("INVALID_STAGE");
+  }
+  const updatedDeal = {
+    ...deal,
+    stageId: input.stageId,
+    updatedAt: new Date
+  };
+  MOCK_DEALS[dealIndex] = updatedDeal;
+  return updatedDeal;
+}
+async function mockWinDealHandler(input) {
+  const dealIndex = MOCK_DEALS.findIndex((d) => d.id === input.dealId);
+  if (dealIndex === -1) {
+    throw new Error("NOT_FOUND");
+  }
+  const deal = MOCK_DEALS[dealIndex];
+  if (!deal) {
+    throw new Error("NOT_FOUND");
+  }
+  const updatedDeal = {
+    ...deal,
+    status: "WON",
+    updatedAt: new Date
+  };
+  MOCK_DEALS[dealIndex] = updatedDeal;
+  return updatedDeal;
+}
+async function mockLoseDealHandler(input) {
+  const dealIndex = MOCK_DEALS.findIndex((d) => d.id === input.dealId);
+  if (dealIndex === -1) {
+    throw new Error("NOT_FOUND");
+  }
+  const deal = MOCK_DEALS[dealIndex];
+  if (!deal) {
+    throw new Error("NOT_FOUND");
+  }
+  const updatedDeal = {
+    ...deal,
+    status: "LOST",
+    updatedAt: new Date
+  };
+  MOCK_DEALS[dealIndex] = updatedDeal;
+  return updatedDeal;
+}
+async function mockGetDealsByStageHandler(input) {
+  const deals = MOCK_DEALS.filter((d) => d.pipelineId === input.pipelineId && d.status === "OPEN");
+  const grouped = {};
+  for (const stage of MOCK_STAGES) {
+    grouped[stage.id] = deals.filter((d) => d.stageId === stage.id);
+  }
+  return grouped;
+}
+async function mockGetPipelineStagesHandler(input) {
+  return MOCK_STAGES.filter((s) => s.pipelineId === input.pipelineId);
+}
+// src/ui/renderers/pipeline.markdown.ts
+function formatCurrency(value, currency = "USD") {
+  return new Intl.NumberFormat("en-US", {
+    style: "currency",
+    currency,
+    minimumFractionDigits: 0
+  }).format(value);
+}
+var crmPipelineMarkdownRenderer = {
+  target: "markdown",
+  render: async (desc, _ctx) => {
+    if (desc.source.type !== "component" || desc.source.componentKey !== "PipelineKanbanView") {
+      throw new Error("crmPipelineMarkdownRenderer: not PipelineKanbanView");
+    }
+    const pipelineId = "pipeline-1";
+    const [dealsResult, stages] = await Promise.all([
+      mockListDealsHandler({ pipelineId, limit: 50 }),
+      mockGetPipelineStagesHandler({ pipelineId })
+    ]);
+    const deals = dealsResult.deals;
+    const stageList = stages;
+    const dealsByStage = {};
+    for (const stage of stageList) {
+      dealsByStage[stage.id] = deals.filter((d) => d.stageId === stage.id && d.status === "OPEN");
+    }
+    const lines = [
+      "# CRM Pipeline",
+      "",
+      `**Total Value**: ${formatCurrency(dealsResult.totalValue)}`,
+      `**Total Deals**: ${dealsResult.total}`,
+      ""
+    ];
+    for (const stage of stageList.sort((a, b) => a.position - b.position)) {
+      const stageDeals = dealsByStage[stage.id] ?? [];
+      const stageValue = stageDeals.reduce((sum, d) => sum + d.value, 0);
+      lines.push(`## ${stage.name}`);
+      lines.push(`_${stageDeals.length} deals · ${formatCurrency(stageValue)}_`);
+      lines.push("");
+      if (stageDeals.length === 0) {
+        lines.push("_No deals_");
+      } else {
+        for (const deal of stageDeals) {
+          lines.push(`- **${deal.name}** - ${formatCurrency(deal.value, deal.currency)}`);
+        }
+      }
+      lines.push("");
+    }
+    return {
+      mimeType: "text/markdown",
+      body: lines.join(`
+`)
+    };
+  }
+};
+var crmDashboardMarkdownRenderer = {
+  target: "markdown",
+  render: async (desc, _ctx) => {
+    if (desc.source.type !== "component" || desc.source.componentKey !== "CrmDashboard") {
+      throw new Error("crmDashboardMarkdownRenderer: not CrmDashboard");
+    }
+    const pipelineId = "pipeline-1";
+    const [dealsResult, stages] = await Promise.all([
+      mockListDealsHandler({ pipelineId, limit: 100 }),
+      mockGetPipelineStagesHandler({ pipelineId })
+    ]);
+    const deals = dealsResult.deals;
+    const stageList = stages;
+    const openDeals = deals.filter((d) => d.status === "OPEN");
+    const wonDeals = deals.filter((d) => d.status === "WON");
+    const lostDeals = deals.filter((d) => d.status === "LOST");
+    const openValue = openDeals.reduce((sum, d) => sum + d.value, 0);
+    const wonValue = wonDeals.reduce((sum, d) => sum + d.value, 0);
+    const lines = [
+      "# CRM Dashboard",
+      "",
+      "> Sales pipeline overview and key metrics",
+      "",
+      "## Summary",
+      "",
+      "| Metric | Value |",
+      "|--------|-------|",
+      `| Total Deals | ${dealsResult.total} |`,
+      `| Pipeline Value | ${formatCurrency(dealsResult.totalValue)} |`,
+      `| Open Deals | ${openDeals.length} (${formatCurrency(openValue)}) |`,
+      `| Won Deals | ${wonDeals.length} (${formatCurrency(wonValue)}) |`,
+      `| Lost Deals | ${lostDeals.length} |`,
+      "",
+      "## Pipeline Stages",
+      ""
+    ];
+    lines.push("| Stage | Deals | Value |");
+    lines.push("|-------|-------|-------|");
+    for (const stage of stageList.sort((a, b) => a.position - b.position)) {
+      const stageDeals = openDeals.filter((d) => d.stageId === stage.id);
+      const stageValue = stageDeals.reduce((sum, d) => sum + d.value, 0);
+      lines.push(`| ${stage.name} | ${stageDeals.length} | ${formatCurrency(stageValue)} |`);
+    }
+    lines.push("");
+    lines.push("## Recent Deals");
+    lines.push("");
+    const recentDeals = deals.slice(0, 10);
+    if (recentDeals.length === 0) {
+      lines.push("_No deals yet._");
+    } else {
+      lines.push("| Deal | Value | Stage | Status |");
+      lines.push("|------|-------|-------|--------|");
+      for (const deal of recentDeals) {
+        const stage = stageList.find((s) => s.id === deal.stageId);
+        lines.push(`| ${deal.name} | ${formatCurrency(deal.value, deal.currency)} | ${stage?.name ?? "-"} | ${deal.status} |`);
+      }
+    }
+    return {
+      mimeType: "text/markdown",
+      body: lines.join(`
+`)
+    };
+  }
+};
+export {
+  crmPipelineMarkdownRenderer,
+  crmDashboardMarkdownRenderer
+};