@contractspec/example.crm-pipeline 3.7.6 → 3.7.7
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.
- package/.turbo/turbo-build.log +8 -8
- package/AGENTS.md +51 -33
- package/README.md +66 -148
- package/dist/browser/events/contact.event.js +1 -1
- package/dist/browser/events/deal.event.js +1 -1
- package/dist/browser/events/index.js +3 -3
- package/dist/browser/events/task.event.js +1 -1
- package/dist/browser/index.js +293 -293
- package/dist/browser/ui/CrmDashboard.js +221 -221
- package/dist/browser/ui/CrmDealCard.js +5 -5
- package/dist/browser/ui/CrmPipelineBoard.js +13 -13
- package/dist/browser/ui/hooks/index.js +2 -2
- package/dist/browser/ui/hooks/useDealList.js +1 -1
- package/dist/browser/ui/hooks/useDealMutations.js +1 -1
- package/dist/browser/ui/index.js +290 -290
- package/dist/browser/ui/modals/CreateDealModal.js +12 -12
- package/dist/browser/ui/modals/DealActionsModal.js +21 -21
- package/dist/browser/ui/modals/index.js +33 -33
- package/dist/browser/ui/renderers/index.js +116 -116
- package/dist/browser/ui/renderers/pipeline.renderer.js +97 -97
- package/dist/deal/index.d.ts +2 -2
- package/dist/events/contact.event.js +1 -1
- package/dist/events/deal.event.js +1 -1
- package/dist/events/index.js +3 -3
- package/dist/events/task.event.js +1 -1
- package/dist/handlers/index.d.ts +2 -2
- package/dist/index.d.ts +3 -3
- package/dist/index.js +293 -293
- package/dist/node/events/contact.event.js +1 -1
- package/dist/node/events/deal.event.js +1 -1
- package/dist/node/events/index.js +3 -3
- package/dist/node/events/task.event.js +1 -1
- package/dist/node/index.js +293 -293
- package/dist/node/ui/CrmDashboard.js +221 -221
- package/dist/node/ui/CrmDealCard.js +5 -5
- package/dist/node/ui/CrmPipelineBoard.js +13 -13
- package/dist/node/ui/hooks/index.js +2 -2
- package/dist/node/ui/hooks/useDealList.js +1 -1
- package/dist/node/ui/hooks/useDealMutations.js +1 -1
- package/dist/node/ui/index.js +290 -290
- package/dist/node/ui/modals/CreateDealModal.js +12 -12
- package/dist/node/ui/modals/DealActionsModal.js +21 -21
- package/dist/node/ui/modals/index.js +33 -33
- package/dist/node/ui/renderers/index.js +116 -116
- package/dist/node/ui/renderers/pipeline.renderer.js +97 -97
- package/dist/operations/index.d.ts +1 -1
- package/dist/ui/CrmDashboard.js +221 -221
- package/dist/ui/CrmDealCard.js +5 -5
- package/dist/ui/CrmPipelineBoard.js +13 -13
- package/dist/ui/hooks/index.d.ts +2 -2
- package/dist/ui/hooks/index.js +2 -2
- package/dist/ui/hooks/useDealList.js +1 -1
- package/dist/ui/hooks/useDealMutations.d.ts +9 -0
- package/dist/ui/hooks/useDealMutations.js +1 -1
- package/dist/ui/index.d.ts +3 -3
- package/dist/ui/index.js +290 -290
- package/dist/ui/modals/CreateDealModal.js +12 -12
- package/dist/ui/modals/DealActionsModal.js +21 -21
- package/dist/ui/modals/index.js +33 -33
- package/dist/ui/renderers/index.d.ts +1 -1
- package/dist/ui/renderers/index.js +116 -116
- package/dist/ui/renderers/pipeline.renderer.d.ts +1 -1
- package/dist/ui/renderers/pipeline.renderer.js +97 -97
- package/package.json +10 -10
- package/src/crm-pipeline.feature.ts +86 -86
- package/src/deal/deal.enum.ts +8 -8
- package/src/deal/deal.operation.ts +255 -255
- package/src/deal/deal.schema.ts +92 -92
- package/src/deal/deal.test-spec.ts +48 -48
- package/src/deal/index.ts +17 -19
- package/src/docs/crm-pipeline.docblock.ts +43 -43
- package/src/entities/company.entity.ts +52 -52
- package/src/entities/contact.entity.ts +67 -67
- package/src/entities/deal.entity.ts +134 -134
- package/src/entities/index.ts +27 -27
- package/src/entities/task.entity.ts +105 -105
- package/src/events/contact.event.ts +22 -22
- package/src/events/deal.event.ts +77 -77
- package/src/events/task.event.ts +19 -19
- package/src/example.ts +32 -32
- package/src/handlers/crm.handlers.ts +358 -357
- package/src/handlers/deal.handlers.ts +179 -179
- package/src/handlers/index.ts +18 -19
- package/src/handlers/mock-data.ts +167 -167
- package/src/index.ts +11 -11
- package/src/operations/index.ts +16 -16
- package/src/presentations/dashboard.presentation.ts +45 -45
- package/src/presentations/pipeline.presentation.ts +90 -90
- package/src/seeders/index.ts +26 -26
- package/src/shared/overlay-types.ts +23 -23
- package/src/ui/CrmDashboard.tsx +256 -256
- package/src/ui/CrmDealCard.tsx +64 -64
- package/src/ui/CrmPipelineBoard.tsx +105 -105
- package/src/ui/hooks/index.ts +3 -3
- package/src/ui/hooks/useDealList.ts +85 -85
- package/src/ui/hooks/useDealMutations.ts +151 -150
- package/src/ui/index.ts +5 -10
- package/src/ui/modals/CreateDealModal.tsx +217 -217
- package/src/ui/modals/DealActionsModal.tsx +390 -390
- package/src/ui/overlays/demo-overlays.ts +43 -43
- package/src/ui/renderers/index.ts +4 -3
- package/src/ui/renderers/pipeline.markdown.ts +165 -165
- package/src/ui/renderers/pipeline.renderer.tsx +17 -16
- package/tsconfig.json +7 -8
- package/tsdown.config.js +7 -3
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import {
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defineEntity,
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defineEntityEnum,
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field,
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index,
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} from '@contractspec/lib.schema';
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/**
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* Contact status enum.
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*/
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export const ContactStatusEnum = defineEntityEnum({
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name: 'ContactStatus',
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values: ['LEAD', 'PROSPECT', 'CUSTOMER', 'CHURNED', 'ARCHIVED'] as const,
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schema: 'crm',
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description: 'Status of a contact in the sales funnel.',
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});
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/**
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* Contact entity - individual person.
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*/
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export const ContactEntity = defineEntity({
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name: 'Contact',
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description: 'An individual person in the CRM.',
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schema: 'crm',
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map: 'contact',
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fields: {
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id: field.id({ description: 'Unique contact ID' }),
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// Basic info
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firstName: field.string({ description: 'First name' }),
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lastName: field.string({ description: 'Last name' }),
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email: field.email({ isOptional: true, isUnique: true }),
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phone: field.string({ isOptional: true }),
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// Company
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companyId: field.string({
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isOptional: true,
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description: 'Associated company',
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}),
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jobTitle: field.string({ isOptional: true }),
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// Status
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status: field.enum('ContactStatus', { default: 'LEAD' }),
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// Ownership
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organizationId: field.foreignKey(),
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ownerId: field.foreignKey({
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description: 'Sales rep who owns this contact',
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}),
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// Source
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source: field.string({ isOptional: true, description: 'Lead source' }),
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// Social
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linkedInUrl: field.url({ isOptional: true }),
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twitterHandle: field.string({ isOptional: true }),
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// Address
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address: field.string({ isOptional: true }),
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city: field.string({ isOptional: true }),
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state: field.string({ isOptional: true }),
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country: field.string({ isOptional: true }),
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postalCode: field.string({ isOptional: true }),
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// Notes
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notes: field.string({ isOptional: true }),
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tags: field.string({ isArray: true }),
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// Custom fields
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customFields: field.json({ isOptional: true }),
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// Engagement
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lastContactedAt: field.dateTime({ isOptional: true }),
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nextFollowUpAt: field.dateTime({ isOptional: true }),
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// Timestamps
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createdAt: field.createdAt(),
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updatedAt: field.updatedAt(),
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// Relations
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company: field.belongsTo('Company', ['companyId'], ['id']),
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deals: field.hasMany('Deal'),
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tasks: field.hasMany('Task'),
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activities: field.hasMany('Activity'),
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},
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indexes: [
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index.on(['organizationId', 'status']),
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index.on(['organizationId', 'ownerId']),
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index.on(['organizationId', 'companyId']),
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index.on(['email']),
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],
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enums: [ContactStatusEnum],
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});
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import {
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field,
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index,
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} from '@contractspec/lib.schema';
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export const DealStatusEnum = defineEntityEnum({
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name: 'DealStatus',
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values: ['OPEN', 'WON', 'LOST', 'STALE'] as const,
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schema: 'crm',
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description: 'Status of a deal.',
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});
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/**
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* Pipeline entity - sales pipeline definition.
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*/
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export const PipelineEntity = defineEntity({
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name: 'Pipeline',
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description: 'A sales pipeline with stages.',
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schema: 'crm',
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map: 'pipeline',
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fields: {
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id: field.id(),
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name: field.string({ description: 'Pipeline name' }),
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description: field.string({ isOptional: true }),
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// Ownership
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organizationId: field.foreignKey(),
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// Settings
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isDefault: field.boolean({ default: false }),
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// Timestamps
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createdAt: field.createdAt(),
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updatedAt: field.updatedAt(),
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// Relations
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stages: field.hasMany('Stage'),
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deals: field.hasMany('Deal'),
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},
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/**
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export const StageEntity = defineEntity({
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name: 'Stage',
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description: 'A stage within a sales pipeline.',
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schema: 'crm',
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map: 'stage',
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fields: {
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id: field.id(),
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name: field.string({ description: 'Stage name' }),
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pipelineId: field.foreignKey(),
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// Position
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position: field.int({ description: 'Order in pipeline' }),
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// Probability
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probability: field.int({
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default: 0,
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description: 'Win probability (0-100)',
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}),
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// Type
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isWonStage: field.boolean({ default: false }),
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isLostStage: field.boolean({ default: false }),
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// Settings
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color: field.string({
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isOptional: true,
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description: 'Stage color for UI',
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}),
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// Timestamps
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createdAt: field.createdAt(),
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updatedAt: field.updatedAt(),
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// Relations
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pipeline: field.belongsTo('Pipeline', ['pipelineId'], ['id'], {
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onDelete: 'Cascade',
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}),
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deals: field.hasMany('Deal'),
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},
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indexes: [index.on(['pipelineId', 'position'])],
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});
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/**
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* Deal entity - sales opportunity.
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*/
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export const DealEntity = defineEntity({
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|
96
|
+
name: 'Deal',
|
|
97
|
+
description: 'A sales opportunity/deal.',
|
|
98
|
+
schema: 'crm',
|
|
99
|
+
map: 'deal',
|
|
100
|
+
fields: {
|
|
101
|
+
id: field.id({ description: 'Unique deal ID' }),
|
|
102
|
+
name: field.string({ description: 'Deal name' }),
|
|
103
|
+
|
|
104
|
+
// Value
|
|
105
|
+
value: field.decimal({ description: 'Deal value' }),
|
|
106
|
+
currency: field.string({ default: '"USD"' }),
|
|
107
|
+
|
|
108
|
+
// Pipeline
|
|
109
|
+
pipelineId: field.foreignKey(),
|
|
110
|
+
stageId: field.foreignKey(),
|
|
111
|
+
|
|
112
|
+
// Status
|
|
113
|
+
status: field.enum('DealStatus', { default: 'OPEN' }),
|
|
114
|
+
|
|
115
|
+
// Associations
|
|
116
|
+
contactId: field.string({ isOptional: true }),
|
|
117
|
+
companyId: field.string({ isOptional: true }),
|
|
118
|
+
|
|
119
|
+
// Ownership
|
|
120
|
+
organizationId: field.foreignKey(),
|
|
121
|
+
ownerId: field.foreignKey({ description: 'Deal owner' }),
|
|
122
|
+
|
|
123
|
+
// Timeline
|
|
124
|
+
expectedCloseDate: field.dateTime({ isOptional: true }),
|
|
125
|
+
closedAt: field.dateTime({ isOptional: true }),
|
|
126
|
+
|
|
127
|
+
// Tracking
|
|
128
|
+
lostReason: field.string({ isOptional: true }),
|
|
129
|
+
wonSource: field.string({ isOptional: true }),
|
|
130
|
+
|
|
131
|
+
// Notes
|
|
132
|
+
notes: field.string({ isOptional: true }),
|
|
133
|
+
tags: field.string({ isArray: true }),
|
|
134
|
+
|
|
135
|
+
// Custom fields
|
|
136
|
+
customFields: field.json({ isOptional: true }),
|
|
137
|
+
|
|
138
|
+
// Position in stage (for Kanban)
|
|
139
|
+
stagePosition: field.int({ default: 0 }),
|
|
140
|
+
|
|
141
|
+
// Timestamps
|
|
142
|
+
createdAt: field.createdAt(),
|
|
143
|
+
updatedAt: field.updatedAt(),
|
|
144
|
+
|
|
145
|
+
// Relations
|
|
146
|
+
pipeline: field.belongsTo('Pipeline', ['pipelineId'], ['id']),
|
|
147
|
+
stage: field.belongsTo('Stage', ['stageId'], ['id']),
|
|
148
|
+
contact: field.belongsTo('Contact', ['contactId'], ['id']),
|
|
149
|
+
company: field.belongsTo('Company', ['companyId'], ['id']),
|
|
150
|
+
tasks: field.hasMany('Task'),
|
|
151
|
+
activities: field.hasMany('Activity'),
|
|
152
|
+
},
|
|
153
|
+
indexes: [
|
|
154
|
+
index.on(['organizationId', 'status']),
|
|
155
|
+
index.on(['pipelineId', 'stageId', 'stagePosition']),
|
|
156
|
+
index.on(['ownerId', 'status']),
|
|
157
|
+
index.on(['expectedCloseDate']),
|
|
158
|
+
],
|
|
159
|
+
enums: [DealStatusEnum],
|
|
160
160
|
});
|
package/src/entities/index.ts
CHANGED
|
@@ -7,39 +7,39 @@ import type { ModuleSchemaContribution } from '@contractspec/lib.schema';
|
|
|
7
7
|
import { CompanyEntity, CompanySizeEnum } from './company.entity';
|
|
8
8
|
import { ContactEntity, ContactStatusEnum } from './contact.entity';
|
|
9
9
|
import {
|
|
10
|
-
|
|
11
|
-
|
|
12
|
-
|
|
13
|
-
|
|
10
|
+
DealEntity,
|
|
11
|
+
DealStatusEnum,
|
|
12
|
+
PipelineEntity,
|
|
13
|
+
StageEntity,
|
|
14
14
|
} from './deal.entity';
|
|
15
15
|
import {
|
|
16
|
-
|
|
17
|
-
|
|
18
|
-
|
|
19
|
-
|
|
20
|
-
|
|
16
|
+
ActivityEntity,
|
|
17
|
+
TaskEntity,
|
|
18
|
+
TaskPriorityEnum,
|
|
19
|
+
TaskStatusEnum,
|
|
20
|
+
TaskTypeEnum,
|
|
21
21
|
} from './task.entity';
|
|
22
22
|
|
|
23
23
|
/**
|
|
24
24
|
* CRM Pipeline schema contribution.
|
|
25
25
|
*/
|
|
26
26
|
export const crmPipelineSchemaContribution: ModuleSchemaContribution = {
|
|
27
|
-
|
|
28
|
-
|
|
29
|
-
|
|
30
|
-
|
|
31
|
-
|
|
32
|
-
|
|
33
|
-
|
|
34
|
-
|
|
35
|
-
|
|
36
|
-
|
|
37
|
-
|
|
38
|
-
|
|
39
|
-
|
|
40
|
-
|
|
41
|
-
|
|
42
|
-
|
|
43
|
-
|
|
44
|
-
|
|
27
|
+
moduleId: '@contractspec/example.crm-pipeline',
|
|
28
|
+
entities: [
|
|
29
|
+
CompanyEntity,
|
|
30
|
+
ContactEntity,
|
|
31
|
+
DealEntity,
|
|
32
|
+
PipelineEntity,
|
|
33
|
+
StageEntity,
|
|
34
|
+
TaskEntity,
|
|
35
|
+
ActivityEntity,
|
|
36
|
+
],
|
|
37
|
+
enums: [
|
|
38
|
+
CompanySizeEnum,
|
|
39
|
+
ContactStatusEnum,
|
|
40
|
+
DealStatusEnum,
|
|
41
|
+
TaskTypeEnum,
|
|
42
|
+
TaskPriorityEnum,
|
|
43
|
+
TaskStatusEnum,
|
|
44
|
+
],
|
|
45
45
|
};
|