@hed-hog/contact 0.0.293 → 0.0.295

package/hedhog/frontend/messages/en.json

@@ -451,7 +451,7 @@
   },
   "CrmDashboard": {
     "title": "CRM Dashboard",
-    "subtitle": "Executive and operational CRM panel with mock data aligned to the current module model.",
+    "subtitle": "Executive and operational CRM panel connected to the real data of the current module.",
     "breadcrumbs": {
       "home": "Home",
       "crm": "CRM"
@@ -462,6 +462,17 @@
     "primaryAction": "Open pipeline",
     "secondaryAction": "View leads and contacts",
     "refresh": "Refresh",
+    "filters": {
+      "ownerPlaceholder": "Owner",
+      "ownerAll": "All owners",
+      "periodPlaceholder": "Period",
+      "period7d": "Last 7 days",
+      "period30d": "Last 30 days",
+      "period90d": "Last 90 days",
+      "periodCustom": "Custom range",
+      "dateFrom": "Start date",
+      "dateTo": "End date"
+    },
     "summary": {
       "pipelineValue": "Pipeline value",
       "conversionRate": "Overall conversion",
@@ -508,7 +519,7 @@
       },
       "source": {
         "title": "Lead source mix",
-        "description": "Share of the main sources inside the mocked base."
+        "description": "Share of the main sources inside the filtered CRM base."
       },
       "owner": {
         "title": "Owner performance",
@@ -554,7 +565,8 @@
       "other": "Other"
     },
     "common": {
-      "unassigned": "Unassigned"
+      "unassigned": "Unassigned",
+      "noData": "No data for the current filters."
     }
   },
   "CrmPipeline": {
@@ -686,6 +698,9 @@
     "form": {
       "person": "Person",
       "personPlaceholder": "Select a person",
+      "personSearchPlaceholder": "Search person...",
+      "personLoading": "Loading people...",
+      "personEmpty": "No people found.",
       "date": "Follow-up date",
       "notes": "Notes",
       "notesPlaceholder": "Add context for the next interaction...",
@@ -766,9 +781,36 @@
       "description": "Adjust filters to find activities or clear filters to return to the full queue.",
       "resetFilters": "Clear filters"
     },
+    "detail": {
+      "title": "Activity details",
+      "description": "Review the full operational context before acting on this activity.",
+      "person": "Person",
+      "personType": "Person type",
+      "personTypeValue": {
+        "individual": "Individual",
+        "company": "Company"
+      },
+      "tradeName": "Trade name",
+      "owner": "Owner",
+      "type": "Type",
+      "source": "Source",
+      "dueAt": "Due at",
+      "createdAt": "Created at",
+      "completedAt": "Completed at",
+      "createdBy": "Created by",
+      "completedBy": "Completed by",
+      "close": "Close",
+      "emptyNotes": "No notes provided.",
+      "notCompleted": "Not completed",
+      "sourceKind": {
+        "manual": "Manual",
+        "followup": "Follow-up",
+        "interaction": "Interaction"
+      }
+    },
     "toasts": {
       "markedAsCompleted": "Activity marked as completed.",
-      "openDetails": "Opening activity: {subject}"
+      "completeError": "Failed to complete activity."
     }
   },
   "CrmFuturePage": {
@@ -835,6 +877,49 @@
     "email": "Email",
     "phone": "Phone",
     "website": "Website",
-    "industry": "Industry"
+      "industry": "Industry",
+      "saveError": "Failed to save account",
+      "deleteError": "Failed to delete account",
+      "form": {
+        "createTitle": "New Account",
+        "editTitle": "Edit Account",
+        "createDescription": "Create a new account record in the CRM.",
+        "editDescription": "Update the account information and relationship details.",
+        "companyName": "Company Name",
+        "tradeName": "Trade Name",
+        "status": "Status",
+        "lifecycleStage": "Stage",
+        "email": "Email",
+        "phone": "Phone",
+        "website": "Website",
+        "industry": "Industry",
+        "annualRevenue": "Annual Revenue",
+        "employeeCount": "Employees",
+        "city": "City",
+        "state": "State",
+        "owner": "Owner",
+        "createSubmit": "Create Account",
+        "updateSubmit": "Save Changes",
+        "saving": "Saving...",
+        "placeholders": {
+          "companyName": "Company name",
+          "tradeName": "Trade name or brand",
+          "email": "contact@company.com",
+          "phone": "(11) 99999-9999",
+          "website": "www.company.com",
+          "industry": "Technology, Healthcare...",
+          "annualRevenue": "0.00",
+          "employeeCount": "0",
+          "city": "Sao Paulo",
+          "state": "SP"
+        },
+        "validation": {
+          "nameMinLength": "Name must be at least 2 characters",
+          "invalidEmail": "Enter a valid email address",
+          "nonNegativeNumber": "Enter zero or a positive number",
+          "integerRequired": "Enter a whole number",
+          "stateMaxLength": "State must be at most 2 characters"
+        }
+      }
+    }
   }
-}

package/hedhog/frontend/messages/pt.json

@@ -450,7 +450,7 @@
   },
   "CrmDashboard": {
     "title": "Dashboard CRM",
-    "subtitle": "Painel executivo e operacional do funil comercial com dados mockados alinhados ao módulo atual.",
+    "subtitle": "Painel executivo e operacional do funil comercial conectado aos dados reais do módulo atual.",
     "breadcrumbs": {
       "home": "Home",
       "crm": "CRM"
@@ -461,6 +461,17 @@
     "primaryAction": "Abrir pipeline",
     "secondaryAction": "Ver leads e contatos",
     "refresh": "Atualizar",
+    "filters": {
+      "ownerPlaceholder": "Responsável",
+      "ownerAll": "Todos os responsáveis",
+      "periodPlaceholder": "Período",
+      "period7d": "Últimos 7 dias",
+      "period30d": "Últimos 30 dias",
+      "period90d": "Últimos 90 dias",
+      "periodCustom": "Intervalo customizado",
+      "dateFrom": "Data inicial",
+      "dateTo": "Data final"
+    },
     "summary": {
       "pipelineValue": "Valor em pipeline",
       "conversionRate": "Conversão geral",
@@ -507,7 +518,7 @@
       },
       "source": {
         "title": "Origem dos leads",
-        "description": "Participação das principais origens dentro da base mockada."
+        "description": "Participação das principais origens dentro da base filtrada do CRM."
       },
       "owner": {
         "title": "Performance por owner",
@@ -553,7 +564,8 @@
       "other": "Outro"
     },
     "common": {
-      "unassigned": "Não atribuído"
+      "unassigned": "Não atribuído",
+      "noData": "Não há dados para os filtros atuais."
     }
   },
   "CrmPipeline": {
@@ -685,6 +697,9 @@
     "form": {
       "person": "Pessoa",
       "personPlaceholder": "Selecione uma pessoa",
+      "personSearchPlaceholder": "Buscar pessoa...",
+      "personLoading": "Carregando pessoas...",
+      "personEmpty": "Nenhuma pessoa encontrada.",
       "date": "Data do follow-up",
       "notes": "Notas",
       "notesPlaceholder": "Adicione contexto para a próxima interação...",
@@ -765,9 +780,36 @@
       "description": "Ajuste os filtros para encontrar atividades ou limpe os filtros para voltar à fila completa.",
       "resetFilters": "Limpar filtros"
     },
+    "detail": {
+      "title": "Detalhes da atividade",
+      "description": "Revise todo o contexto operacional antes de agir sobre esta atividade.",
+      "person": "Pessoa",
+      "personType": "Tipo de pessoa",
+      "personTypeValue": {
+        "individual": "Pessoa física",
+        "company": "Empresa"
+      },
+      "tradeName": "Nome fantasia",
+      "owner": "Responsável",
+      "type": "Tipo",
+      "source": "Origem",
+      "dueAt": "Prazo",
+      "createdAt": "Criada em",
+      "completedAt": "Concluída em",
+      "createdBy": "Criada por",
+      "completedBy": "Concluída por",
+      "close": "Fechar",
+      "emptyNotes": "Nenhuma nota informada.",
+      "notCompleted": "Não concluída",
+      "sourceKind": {
+        "manual": "Manual",
+        "followup": "Follow-up",
+        "interaction": "Interação"
+      }
+    },
     "toasts": {
       "markedAsCompleted": "Atividade marcada como concluída.",
-      "openDetails": "Abrindo atividade: {subject}"
+      "completeError": "Falha ao concluir atividade."
     }
   },
   "CrmFuturePage": {
@@ -834,6 +876,49 @@
     "email": "Email",
     "phone": "Telefone",
     "website": "Site",
-    "industry": "Setor"
+      "industry": "Setor",
+      "saveError": "Nao foi possivel salvar a conta",
+      "deleteError": "Nao foi possivel excluir a conta",
+      "form": {
+        "createTitle": "Nova Conta",
+        "editTitle": "Editar Conta",
+        "createDescription": "Crie um novo registro de conta no CRM.",
+        "editDescription": "Atualize as informacoes da conta e do relacionamento.",
+        "companyName": "Nome da empresa",
+        "tradeName": "Nome fantasia",
+        "status": "Status",
+        "lifecycleStage": "Estagio",
+        "email": "Email",
+        "phone": "Telefone",
+        "website": "Site",
+        "industry": "Setor",
+        "annualRevenue": "Receita anual",
+        "employeeCount": "Colaboradores",
+        "city": "Cidade",
+        "state": "Estado",
+        "owner": "Responsavel",
+        "createSubmit": "Criar conta",
+        "updateSubmit": "Salvar alteracoes",
+        "saving": "Salvando...",
+        "placeholders": {
+          "companyName": "Nome da empresa",
+          "tradeName": "Nome fantasia ou marca",
+          "email": "contato@empresa.com",
+          "phone": "(11) 99999-9999",
+          "website": "www.empresa.com",
+          "industry": "Tecnologia, Saude...",
+          "annualRevenue": "0,00",
+          "employeeCount": "0",
+          "city": "Sao Paulo",
+          "state": "SP"
+        },
+        "validation": {
+          "nameMinLength": "O nome deve ter pelo menos 2 caracteres",
+          "invalidEmail": "Informe um email valido",
+          "nonNegativeNumber": "Informe zero ou um numero positivo",
+          "integerRequired": "Informe um numero inteiro",
+          "stateMaxLength": "O estado deve ter no maximo 2 caracteres"
+        }
+      }
+    }
   }
-}

package/hedhog/table/crm_activity.yaml

@@ -0,0 +1,68 @@
+table: crm_activity
+columns:
+  - type: pk
+  - name: person_id
+    type: fk
+    references:
+      table: person
+      column: id
+      onDelete: CASCADE
+      onUpdate: CASCADE
+  - name: owner_user_id
+    type: fk
+    isNullable: true
+    references:
+      table: user
+      column: id
+      onDelete: SET NULL
+      onUpdate: CASCADE
+  - name: created_by_user_id
+    type: fk
+    isNullable: true
+    references:
+      table: user
+      column: id
+      onDelete: SET NULL
+      onUpdate: CASCADE
+  - name: completed_by_user_id
+    type: fk
+    isNullable: true
+    references:
+      table: user
+      column: id
+      onDelete: SET NULL
+      onUpdate: CASCADE
+  - name: type
+    type: enum
+    values: [call, email, meeting, whatsapp, task, note]
+  - name: subject
+    type: varchar
+    length: 255
+  - name: notes
+    type: text
+    isNullable: true
+  - name: due_at
+    type: datetime
+  - name: completed_at
+    type: datetime
+    isNullable: true
+  - name: priority
+    type: enum
+    values: [high, medium, low]
+    default: medium
+  - name: source_kind
+    type: enum
+    values: [manual, followup, interaction]
+    default: manual
+  - type: created_at
+  - type: updated_at
+
+indices:
+  - columns: [person_id]
+  - columns: [owner_user_id]
+  - columns: [due_at]
+  - columns: [completed_at]
+  - columns: [completed_at, due_at]
+  - columns: [person_id, source_kind]
+    isUnique: true
+    where: source_kind = 'followup' AND completed_at IS NULL

package/hedhog/table/person_company.yaml

@@ -6,6 +6,28 @@ columns:
       column: id
   - name: trade_name
     isNullable: true
+  - name: industry
+    isNullable: true
+  - name: website
+    isNullable: true
+  - name: annual_revenue
+    type: decimal
+    precision: 14
+    scale: 2
+    isNullable: true
+  - name: employee_count
+    type: int
+    isNullable: true
+  - name: account_lifecycle_stage
+    type: enum
+    values: [prospect, customer, churned, inactive]
+    isNullable: true
+  - name: city
+    isNullable: true
+  - name: state
+    type: varchar
+    length: 2
+    isNullable: true
   - name: foundation_date
     type: date
     isNullable: true

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@hed-hog/contact",
-  "version": "0.0.293",
+  "version": "0.0.295",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
   "dependencies": {
@@ -9,11 +9,11 @@
     "@nestjs/core": "^11",
     "@nestjs/jwt": "^11",
     "@nestjs/mapped-types": "*",
-    "@hed-hog/core": "0.0.293",
-    "@hed-hog/api-locale": "0.0.13",
-    "@hed-hog/api-prisma": "0.0.5",
-    "@hed-hog/address": "0.0.293",
+    "@hed-hog/core": "0.0.295",
     "@hed-hog/api-mail": "0.0.8",
+    "@hed-hog/api-prisma": "0.0.5",
+    "@hed-hog/api-locale": "0.0.13",
+    "@hed-hog/address": "0.0.295",
     "@hed-hog/api": "0.0.4",
     "@hed-hog/api-pagination": "0.0.6"
   },

package/src/person/dto/account.dto.ts

@@ -0,0 +1,100 @@
+import { Type } from 'class-transformer';
+import {
+  IsEmail,
+  IsIn,
+  IsInt,
+  IsNumber,
+  IsOptional,
+  IsString,
+  MaxLength,
+} from 'class-validator';
+import { PersonStatus } from './create.dto';
+
+export const ACCOUNT_LIFECYCLE_STAGES = [
+  'prospect',
+  'customer',
+  'churned',
+  'inactive',
+] as const;
+
+export type AccountLifecycleStage = (typeof ACCOUNT_LIFECYCLE_STAGES)[number];
+
+export class AccountListQueryDTO {
+  @IsOptional()
+  @IsString()
+  search?: string;
+
+  @IsOptional()
+  @IsIn(['all', PersonStatus.ACTIVE, PersonStatus.INACTIVE])
+  status?: 'all' | PersonStatus;
+
+  @IsOptional()
+  @IsIn(['all', ...ACCOUNT_LIFECYCLE_STAGES])
+  lifecycle_stage?: 'all' | AccountLifecycleStage;
+
+  @IsOptional()
+  @IsIn(['name', 'created_at'])
+  sortField?: 'name' | 'created_at';
+
+  @IsOptional()
+  @IsIn(['asc', 'desc'])
+  sortOrder?: 'asc' | 'desc';
+}
+
+export class CreateAccountDTO {
+  @IsString()
+  name: string;
+
+  @IsOptional()
+  @IsString()
+  trade_name?: string | null;
+
+  @IsIn([PersonStatus.ACTIVE, PersonStatus.INACTIVE])
+  status: PersonStatus;
+
+  @IsOptional()
+  @IsString()
+  industry?: string | null;
+
+  @IsOptional()
+  @IsString()
+  website?: string | null;
+
+  @IsOptional()
+  @IsEmail()
+  email?: string | null;
+
+  @IsOptional()
+  @IsString()
+  phone?: string | null;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  owner_user_id?: number | null;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsNumber()
+  annual_revenue?: number | null;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  employee_count?: number | null;
+
+  @IsOptional()
+  @IsIn(ACCOUNT_LIFECYCLE_STAGES)
+  lifecycle_stage?: AccountLifecycleStage | null;
+
+  @IsOptional()
+  @IsString()
+  city?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(2)
+  state?: string | null;
+}
+
+export class UpdateAccountDTO extends CreateAccountDTO {}

package/src/person/dto/activity.dto.ts

@@ -0,0 +1,54 @@
+import { getLocaleText } from '@hed-hog/api-locale';
+import { IsIn, IsOptional, IsString } from 'class-validator';
+
+export const CRM_ACTIVITY_TYPES = [
+  'call',
+  'email',
+  'meeting',
+  'whatsapp',
+  'task',
+  'note',
+] as const;
+
+export const CRM_ACTIVITY_PRIORITIES = ['high', 'medium', 'low'] as const;
+export const CRM_ACTIVITY_STATUSES = [
+  'pending',
+  'overdue',
+  'completed',
+] as const;
+export const CRM_ACTIVITY_SOURCE_KINDS = [
+  'manual',
+  'followup',
+  'interaction',
+] as const;
+
+export type CrmActivityType = (typeof CRM_ACTIVITY_TYPES)[number];
+export type CrmActivityPriority = (typeof CRM_ACTIVITY_PRIORITIES)[number];
+export type CrmActivityStatus = (typeof CRM_ACTIVITY_STATUSES)[number];
+export type CrmActivitySourceKind = (typeof CRM_ACTIVITY_SOURCE_KINDS)[number];
+
+export class ActivityListQueryDTO {
+  @IsOptional()
+  @IsString({
+    message: (args) => getLocaleText('validation.stringRequired', args.value),
+  })
+  search?: string;
+
+  @IsOptional()
+  @IsIn(['all', ...CRM_ACTIVITY_STATUSES], {
+    message: (args) => getLocaleText('validation.typeMustBeEnum', args.value),
+  })
+  status?: 'all' | CrmActivityStatus;
+
+  @IsOptional()
+  @IsIn(['all', ...CRM_ACTIVITY_TYPES], {
+    message: (args) => getLocaleText('validation.typeMustBeEnum', args.value),
+  })
+  type?: 'all' | CrmActivityType;
+
+  @IsOptional()
+  @IsIn(['all', ...CRM_ACTIVITY_PRIORITIES], {
+    message: (args) => getLocaleText('validation.typeMustBeEnum', args.value),
+  })
+  priority?: 'all' | CrmActivityPriority;
+}

package/src/person/dto/dashboard-query.dto.ts

@@ -0,0 +1,25 @@
+import { Type } from 'class-transformer';
+import { IsDateString, IsIn, IsInt, IsOptional } from 'class-validator';
+
+export const CRM_DASHBOARD_PERIODS = ['7d', '30d', '90d', 'custom'] as const;
+
+export type CrmDashboardPeriod = (typeof CRM_DASHBOARD_PERIODS)[number];
+
+export class DashboardQueryDTO {
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  owner_user_id?: number;
+
+  @IsOptional()
+  @IsIn(CRM_DASHBOARD_PERIODS)
+  period?: CrmDashboardPeriod;
+
+  @IsOptional()
+  @IsDateString()
+  date_from?: string;
+
+  @IsOptional()
+  @IsDateString()
+  date_to?: string;
+}

package/src/person/dto/followup-query.dto.ts

@@ -0,0 +1,25 @@
+import { IsIn, IsOptional, IsString, Matches } from 'class-validator';
+
+export class FollowupListQueryDTO {
+  @IsOptional()
+  @IsString()
+  search?: string;
+
+  @IsOptional()
+  @IsIn(['all', 'today', 'upcoming', 'overdue'])
+  status?: 'all' | 'today' | 'upcoming' | 'overdue';
+
+  @IsOptional()
+  @Matches(/^\d{4}-\d{2}-\d{2}$/)
+  date_from?: string;
+
+  @IsOptional()
+  @Matches(/^\d{4}-\d{2}-\d{2}$/)
+  date_to?: string;
+}
+
+export class FollowupStatsQueryDTO {
+  @IsOptional()
+  @IsString()
+  search?: string;
+}