@happyvertical/smrt-marketing 0.57.36 → 0.57.38

package/dist/manifest.json

@@ -2,7 +2,7 @@
   "version": "1.0.0",
   "timestamp": 0,
   "packageName": "@happyvertical/smrt-marketing",
-  "packageVersion": "0.57.36",
+  "packageVersion": "0.57.38",
   "objects": {
     "@happyvertical/smrt-marketing:CampaignChannelCollection": {
       "name": "campaignchannelcollection",
@@ -826,7 +826,9 @@
           "type": "crossPackageRef",
           "required": false,
           "related": "@happyvertical/smrt-commerce:Customer",
+          "description": "The customer this campaign is run for, if any.",
           "_meta": {
+            "description": "The customer this campaign is run for, if any.",
             "validate": true,
             "nullable": true
           }
@@ -835,45 +837,73 @@
           "type": "text",
           "required": true,
           "default": "",
+          "description": "A short reference of your own for this campaign, kept the same once it is in use.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "A short reference of your own for this campaign, kept the same once it is in use."
           }
         },
         "name": {
           "type": "text",
           "required": true,
           "default": "",
+          "description": "What the campaign is called.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "What the campaign is called."
           }
         },
         "objective": {
           "type": "text",
           "required": false,
-          "default": ""
+          "default": "",
+          "description": "What the campaign is meant to achieve, such as awareness or new leads.",
+          "_meta": {
+            "description": "What the campaign is meant to achieve, such as awareness or new leads."
+          }
         },
         "status": {
           "type": "text",
           "required": false,
-          "default": "draft"
+          "default": "draft",
+          "description": "Where the campaign stands, from draft through active to completed and archived.",
+          "_meta": {
+            "description": "Where the campaign stands, from draft through active to completed and archived."
+          }
         },
         "startAt": {
           "type": "datetime",
-          "required": false
+          "required": false,
+          "description": "When the campaign starts.",
+          "_meta": {
+            "description": "When the campaign starts."
+          }
         },
         "endAt": {
           "type": "datetime",
-          "required": false
+          "required": false,
+          "description": "When the campaign ends.",
+          "_meta": {
+            "description": "When the campaign ends."
+          }
         },
         "budgetCents": {
           "type": "integer",
           "required": false,
-          "default": 0
+          "default": 0,
+          "description": "The total you plan to spend on the campaign, in cents.",
+          "_meta": {
+            "description": "The total you plan to spend on the campaign, in cents."
+          }
         },
         "currency": {
           "type": "text",
           "required": false,
-          "default": "USD"
+          "default": "USD",
+          "description": "The currency every amount on this campaign is in.",
+          "_meta": {
+            "description": "The currency every amount on this campaign is in."
+          }
         },
         "metadata": {
           "type": "text",
@@ -893,7 +923,13 @@
         "save": {
           "name": "save",
           "async": true,
-          "parameters": [],
+          "parameters": [
+            {
+              "name": "options",
+              "type": "SmrtSaveOptions",
+              "optional": true
+            }
+          ],
           "returnType": "Promise<this>",
           "isStatic": false,
           "isPublic": true
@@ -1164,7 +1200,9 @@
           "type": "foreignKey",
           "required": true,
           "related": "Campaign",
+          "description": "The campaign this channel runs for.",
           "_meta": {
+            "description": "The campaign this channel runs for.",
             "required": true
           }
         },
@@ -1172,35 +1210,55 @@
           "type": "text",
           "required": true,
           "default": "",
+          "description": "What sort of channel this is, such as an ad group, a social post, a message, content or an event.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "What sort of channel this is, such as an ad group, a social post, a message, content or an event."
           }
         },
         "channelRef": {
           "type": "text",
           "required": true,
           "default": "",
+          "description": "The name or reference the channel goes by, so its results can be matched to it.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "The name or reference the channel goes by, so its results can be matched to it."
           }
         },
         "allocatedBudgetCents": {
           "type": "integer",
           "required": false,
-          "default": 0
+          "default": 0,
+          "description": "The share of the campaign budget set aside for this channel, in cents.",
+          "_meta": {
+            "description": "The share of the campaign budget set aside for this channel, in cents."
+          }
         },
         "startAt": {
           "type": "datetime",
-          "required": false
+          "required": false,
+          "description": "When this channel starts, if different from the campaign.",
+          "_meta": {
+            "description": "When this channel starts, if different from the campaign."
+          }
         },
         "endAt": {
           "type": "datetime",
-          "required": false
+          "required": false,
+          "description": "When this channel ends, if different from the campaign.",
+          "_meta": {
+            "description": "When this channel ends, if different from the campaign."
+          }
         },
         "status": {
           "type": "text",
           "required": false,
-          "default": "planned"
+          "default": "planned",
+          "description": "Where this channel stands, from planned through active to completed or cancelled.",
+          "_meta": {
+            "description": "Where this channel stands, from planned through active to completed or cancelled."
+          }
         }
       },
       "methods": {
@@ -1215,7 +1273,13 @@
         "save": {
           "name": "save",
           "async": true,
-          "parameters": [],
+          "parameters": [
+            {
+              "name": "options",
+              "type": "SmrtSaveOptions",
+              "optional": true
+            }
+          ],
           "returnType": "Promise<this>",
           "isStatic": false,
           "isPublic": true
@@ -1419,7 +1483,9 @@
           "type": "foreignKey",
           "required": true,
           "related": "Campaign",
+          "description": "The campaign these results belong to.",
           "_meta": {
+            "description": "The campaign these results belong to.",
             "required": true
           }
         },
@@ -1427,70 +1493,102 @@
           "type": "foreignKey",
           "required": false,
           "related": "CampaignChannel",
+          "description": "The channel these results came from. Empty when they cover the whole campaign.",
           "_meta": {
+            "description": "The channel these results came from. Empty when they cover the whole campaign.",
             "nullable": true
           }
         },
         "periodStart": {
           "type": "datetime",
           "required": true,
+          "description": "The first day of the period these results cover.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "The first day of the period these results cover."
           }
         },
         "periodEnd": {
           "type": "datetime",
           "required": true,
+          "description": "The last day of the period these results cover.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "The last day of the period these results cover."
           }
         },
         "spendCents": {
           "type": "integer",
           "required": false,
-          "default": 0
+          "default": 0,
+          "description": "What was spent in the period, in cents.",
+          "_meta": {
+            "description": "What was spent in the period, in cents."
+          }
         },
         "impressions": {
           "type": "integer",
           "required": false,
-          "default": 0
+          "default": 0,
+          "description": "How many times the campaign was shown.",
+          "_meta": {
+            "description": "How many times the campaign was shown."
+          }
         },
         "clicks": {
           "type": "integer",
           "required": false,
-          "default": 0
+          "default": 0,
+          "description": "How many times someone clicked through.",
+          "_meta": {
+            "description": "How many times someone clicked through."
+          }
         },
         "conversions": {
           "type": "integer",
           "required": false,
-          "default": 0
+          "default": 0,
+          "description": "How many people did what the campaign asked, such as buying.",
+          "_meta": {
+            "description": "How many people did what the campaign asked, such as buying."
+          }
         },
         "leads": {
           "type": "integer",
           "required": false,
-          "default": 0
+          "default": 0,
+          "description": "How many new leads came in.",
+          "_meta": {
+            "description": "How many new leads came in."
+          }
         },
         "revenueCents": {
           "type": "integer",
           "required": false,
+          "description": "The sales brought in during the period, in cents, if known.",
           "_meta": {
-            "nullable": true
+            "nullable": true,
+            "description": "The sales brought in during the period, in cents, if known."
           }
         },
         "source": {
           "type": "text",
           "required": true,
           "default": "",
+          "description": "Where these results were reported from.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "Where these results were reported from."
           }
         },
         "dedupeKey": {
           "type": "text",
           "required": true,
           "default": "",
+          "description": "The reference this result is filed under, so the same report is never counted twice.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "The reference this result is filed under, so the same report is never counted twice."
           }
         }
       },
@@ -1506,7 +1604,13 @@
         "save": {
           "name": "save",
           "async": true,
-          "parameters": [],
+          "parameters": [
+            {
+              "name": "options",
+              "type": "SmrtSaveOptions",
+              "optional": true
+            }
+          ],
           "returnType": "Promise<this>",
           "isStatic": false,
           "isPublic": true
@@ -1738,6 +1842,211 @@
     }
   },
   "moduleType": "smrt",
+  "recipes": [
+    {
+      "id": "marketing.campaigns",
+      "className": "MarketingCampaignsRecipe",
+      "label": "Campaigns",
+      "summary": "Plan a marketing campaign, set its budget and dates, choose where it runs and see what it brought in.",
+      "synonyms": [
+        "marketing",
+        "marketing campaigns",
+        "promotions",
+        "advertising",
+        "ad campaigns",
+        "campaign results"
+      ],
+      "models": [
+        "@happyvertical/smrt-marketing:Campaign",
+        "@happyvertical/smrt-marketing:CampaignChannel",
+        "@happyvertical/smrt-marketing:CampaignMetricSnapshot"
+      ],
+      "nav": [
+        {
+          "label": "Campaigns",
+          "model": "@happyvertical/smrt-marketing:Campaign",
+          "icon": "tag",
+          "description": "Every campaign, with its budget, dates and where it stands.",
+          "noun": "campaign"
+        },
+        {
+          "label": "Channels",
+          "model": "@happyvertical/smrt-marketing:CampaignChannel",
+          "icon": "layers",
+          "description": "Where each campaign runs, such as an ad group or a social post, and its share of the budget.",
+          "noun": "channel"
+        }
+      ],
+      "requires": [],
+      "section": {
+        "id": "grow",
+        "label": "Grow",
+        "icon": "tag",
+        "description": "Bring in new customers and reward the people who help."
+      },
+      "options": {
+        "@happyvertical/smrt-marketing:Campaign": {
+          "fields": {
+            "name": {
+              "order": 1
+            },
+            "objective": {
+              "order": 2
+            },
+            "status": {
+              "order": 3
+            },
+            "startAt": {
+              "label": "Starts",
+              "order": 4
+            },
+            "endAt": {
+              "label": "Ends",
+              "order": 5
+            },
+            "budgetCents": {
+              "label": "Budget (cents)",
+              "order": 6
+            },
+            "currency": {
+              "order": 7
+            },
+            "customerId": {
+              "label": "Customer",
+              "visibility": "advanced"
+            },
+            "campaignKey": {
+              "label": "Reference",
+              "visibility": "advanced"
+            },
+            "tenantId": {
+              "visibility": "hidden"
+            },
+            "metadata": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-marketing:CampaignChannel": {
+          "fields": {
+            "campaignId": {
+              "label": "Campaign",
+              "order": 1
+            },
+            "channelKind": {
+              "label": "Kind",
+              "order": 2
+            },
+            "channelRef": {
+              "label": "Name",
+              "order": 3
+            },
+            "allocatedBudgetCents": {
+              "label": "Budget share (cents)",
+              "order": 4
+            },
+            "status": {
+              "order": 5
+            },
+            "startAt": {
+              "label": "Starts",
+              "order": 6
+            },
+            "endAt": {
+              "label": "Ends",
+              "order": 7
+            },
+            "tenantId": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-marketing:CampaignMetricSnapshot": {
+          "fields": {
+            "campaignId": {
+              "label": "Campaign",
+              "order": 1
+            },
+            "campaignChannelId": {
+              "label": "Channel",
+              "order": 2
+            },
+            "periodStart": {
+              "label": "From",
+              "order": 3
+            },
+            "periodEnd": {
+              "label": "To",
+              "order": 4
+            },
+            "spendCents": {
+              "label": "Spend (cents)",
+              "order": 5
+            },
+            "impressions": {
+              "order": 6
+            },
+            "clicks": {
+              "order": 7
+            },
+            "conversions": {
+              "order": 8
+            },
+            "leads": {
+              "order": 9
+            },
+            "revenueCents": {
+              "label": "Revenue (cents)",
+              "order": 10
+            },
+            "source": {
+              "order": 11
+            },
+            "tenantId": {
+              "visibility": "hidden"
+            },
+            "dedupeKey": {
+              "visibility": "hidden"
+            }
+          }
+        }
+      },
+      "help": {
+        "markdown": "## Overview\n\nCampaigns is where you plan a push to bring in customers: a sale, a launch, a\nseasonal promotion. Each campaign has a budget, start and end dates and a\nstatus that shows where it stands, from draft through active to completed. A\ncampaign runs on one or more channels, such as an ad group, a social post, an\nemail or an event, each with its share of the budget. Results come back from\nthe channels' reporting, period by period, so you can see what each campaign\nand channel brought in for what it cost.\n\n## Tasks\n\n### Plan a campaign\n\n1. Open the list of campaigns and choose **New**.\n2. Type the **{field:Campaign.name}**, for example \"Spring widget sale\".\n3. Say what it is for in **{field:Campaign.objective}**, such as awareness or new leads.\n4. Set when it **{field:Campaign.startAt}** and when it **{field:Campaign.endAt}**. The end cannot be before the start.\n5. Enter the **{field:Campaign.budgetCents}** as a whole number of cents, so $500 is 50000, and check the **{field:Campaign.currency}**.\n6. Save. A new campaign starts as a draft.\n\n### See where a campaign stands\n\n1. Open the list of campaigns.\n2. The **{field:Campaign.status}** shows whether each one is still a draft, scheduled, active, paused, completed or archived. It moves forward as the campaign is scheduled, run and wrapped up; you do not set it by hand.\n3. Open a campaign to change its name, dates or budget while it is still being planned.\n\n### Add a channel to a campaign\n\n1. Open the list of channels and choose **New**.\n2. Pick the **{field:CampaignChannel.campaignId}** it belongs to.\n3. Choose the **{field:CampaignChannel.channelKind}**, such as an ad group, a social post, a message, content or an event.\n4. Type the **{field:CampaignChannel.channelRef}** the channel goes by, so its results can be matched to it later.\n5. Enter its **{field:CampaignChannel.allocatedBudgetCents}** as a whole number of cents.\n6. If the channel runs on different dates from the campaign, set when it **{field:CampaignChannel.startAt}** and **{field:CampaignChannel.endAt}**.\n7. Save. You can edit a channel later, or remove one that will not run.\n\n### Read the results\n\nResults arrive from the channels' reporting; nobody types them in. Each one\ncovers a period for one campaign, or for one channel within it. A result is\nnever changed once it is in: a correction arrives as a new result for the same\nperiod.\n\n1. Open a campaign and look at its results, listed under the campaign.\n2. Each result names the **{field:CampaignMetricSnapshot.campaignId}** it belongs to. A result with no **{field:CampaignMetricSnapshot.campaignChannelId}** covers the whole campaign.\n3. Check the period, **{field:CampaignMetricSnapshot.periodStart}** to **{field:CampaignMetricSnapshot.periodEnd}**.\n4. Compare the **{field:CampaignMetricSnapshot.spendCents}** with the **{field:CampaignMetricSnapshot.clicks}**, **{field:CampaignMetricSnapshot.leads}** and **{field:CampaignMetricSnapshot.conversions}** it brought in, and the **{field:CampaignMetricSnapshot.revenueCents}** where the channel reports it.\n5. The **{field:CampaignMetricSnapshot.source}** says which channel's reporting sent the result.\n",
+        "fieldRefs": [
+          "Campaign.budgetCents",
+          "Campaign.currency",
+          "Campaign.endAt",
+          "Campaign.name",
+          "Campaign.objective",
+          "Campaign.startAt",
+          "Campaign.status",
+          "CampaignChannel.allocatedBudgetCents",
+          "CampaignChannel.campaignId",
+          "CampaignChannel.channelKind",
+          "CampaignChannel.channelRef",
+          "CampaignChannel.endAt",
+          "CampaignChannel.startAt",
+          "CampaignMetricSnapshot.campaignChannelId",
+          "CampaignMetricSnapshot.campaignId",
+          "CampaignMetricSnapshot.clicks",
+          "CampaignMetricSnapshot.conversions",
+          "CampaignMetricSnapshot.leads",
+          "CampaignMetricSnapshot.periodEnd",
+          "CampaignMetricSnapshot.periodStart",
+          "CampaignMetricSnapshot.revenueCents",
+          "CampaignMetricSnapshot.source",
+          "CampaignMetricSnapshot.spendCents"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package depends on @happyvertical/smrt-tenancy, which do not build for a browser (#3624)."
+        ]
+      }
+    }
+  ],
   "smrtDependencies": [
     "@happyvertical/smrt-commerce",
     "@happyvertical/smrt-core",

package/dist/models/Campaign.d.ts

@@ -1,5 +1,5 @@
 /** Campaign identity, budget, schedule, and guarded lifecycle. */
-import { SmrtObject } from '@happyvertical/smrt-core';
+import { SmrtObject, type SmrtSaveOptions } from '@happyvertical/smrt-core';
 import { type CampaignOptions, type CampaignStatus } from '../types.js';
 export declare class Campaign extends SmrtObject {
     tenantId: string | null;
@@ -20,7 +20,7 @@ export declare class Campaign extends SmrtObject {
     metadata: string;
     constructor(options?: CampaignOptions);
     initialize(): Promise<this>;
-    save(): Promise<this>;
+    save(options?: SmrtSaveOptions): Promise<this>;
     private saveLifecycle;
     /** Canonicalize and authorize identity before any status or scope read. */
     private prepareIdentityForSave;

package/dist/models/Campaign.d.ts.map

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package/dist/models/CampaignChannel.d.ts

@@ -1,5 +1,5 @@
 /** Generic links from a campaign to cross-package channel execution rows. */
-import { SmrtObject } from '@happyvertical/smrt-core';
+import { SmrtObject, type SmrtSaveOptions } from '@happyvertical/smrt-core';
 import type { CampaignChannelOptions, CampaignChannelStatus } from '../types.js';
 export declare class CampaignChannel extends SmrtObject {
     tenantId: string | null;
@@ -16,7 +16,7 @@ export declare class CampaignChannel extends SmrtObject {
     status: CampaignChannelStatus;
     constructor(options?: CampaignChannelOptions);
     initialize(): Promise<this>;
-    save(): Promise<this>;
+    save(options?: SmrtSaveOptions): Promise<this>;
     private static coerceDate;
 }
 export default CampaignChannel;

package/dist/models/CampaignChannel.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"CampaignChannel.d.ts","sourceRoot":"","sources":["../../src/models/CampaignChannel.ts"],"names":[],"mappings":"AAAA,6EAA6E;AAE7E,OAAO,EAGL,UAAU,EACV,KAAK,eAAe,EAErB,MAAM,0BAA0B,CAAC;AAElC,OAAO,KAAK,EACV,sBAAsB,EACtB,qBAAqB,EACtB,MAAM,aAAa,CAAC;AAIrB,qBAQa,eAAgB,SAAQ,UAAU;IAE7C,QAAQ,EAAE,MAAM,GAAG,IAAI,CAAQ;IAI/B,UAAU,EAAE,MAAM,CAAM;IAExB,+EAA+E;IAM/E,WAAW,EAAE,MAAM,CAAM;IAEzB,+DAA+D;IAM/D,UAAU,EAAE,MAAM,CAAM;IAMxB,oBAAoB,EAAE,MAAM,CAAK;IAEjC,kEAAkE;IAIlE,OAAO,EAAE,IAAI,GAAG,IAAI,CAAQ;IAE5B,gEAAgE;IAIhE,KAAK,EAAE,IAAI,GAAG,IAAI,CAAQ;IAM1B,MAAM,EAAE,qBAAqB,CAAa;gBAE9B,OAAO,GAAE,sBAA2B;IAgBjC,UAAU,IAAI,OAAO,CAAC,IAAI,CAAC;IAO3B,IAAI,CAAC,OAAO,CAAC,EAAE,eAAe,GAAG,OAAO,CAAC,IAAI,CAAC;IAwB7D,OAAO,CAAC,MAAM,CAAC,UAAU;CAS1B;AAED,eAAe,eAAe,CAAC"}

package/dist/models/CampaignMetricSnapshot.d.ts

@@ -1,5 +1,5 @@
 /** Immutable period performance evidence for a campaign or campaign channel. */
-import { SmrtObject } from '@happyvertical/smrt-core';
+import { SmrtObject, type SmrtSaveOptions } from '@happyvertical/smrt-core';
 import type { CampaignMetricSnapshotOptions } from '../types.js';
 export declare class CampaignMetricSnapshot extends SmrtObject {
     tenantId: string | null;
@@ -19,7 +19,7 @@ export declare class CampaignMetricSnapshot extends SmrtObject {
     dedupeKey: string;
     constructor(options?: CampaignMetricSnapshotOptions);
     initialize(): Promise<this>;
-    save(): Promise<this>;
+    save(options?: SmrtSaveOptions): Promise<this>;
     delete(): Promise<void>;
     private assertMetrics;
     private assertChannelMatchesCampaign;

package/dist/models/CampaignMetricSnapshot.d.ts.map

@@ -1 +1 @@
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