@hed-hog/contact 0.0.294 → 0.0.296

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.
Files changed (57) hide show
  1. package/dist/person/dto/account.dto.d.ts +28 -0
  2. package/dist/person/dto/account.dto.d.ts.map +1 -0
  3. package/dist/person/dto/account.dto.js +123 -0
  4. package/dist/person/dto/account.dto.js.map +1 -0
  5. package/dist/person/dto/activity.dto.d.ts +15 -0
  6. package/dist/person/dto/activity.dto.d.ts.map +1 -0
  7. package/dist/person/dto/activity.dto.js +65 -0
  8. package/dist/person/dto/activity.dto.js.map +1 -0
  9. package/dist/person/dto/dashboard-query.dto.d.ts +9 -0
  10. package/dist/person/dto/dashboard-query.dto.d.ts.map +1 -0
  11. package/dist/person/dto/dashboard-query.dto.js +40 -0
  12. package/dist/person/dto/dashboard-query.dto.js.map +1 -0
  13. package/dist/person/dto/followup-query.dto.d.ts +10 -0
  14. package/dist/person/dto/followup-query.dto.d.ts.map +1 -0
  15. package/dist/person/dto/followup-query.dto.js +45 -0
  16. package/dist/person/dto/followup-query.dto.js.map +1 -0
  17. package/dist/person/dto/reports-query.dto.d.ts +8 -0
  18. package/dist/person/dto/reports-query.dto.d.ts.map +1 -0
  19. package/dist/person/dto/reports-query.dto.js +33 -0
  20. package/dist/person/dto/reports-query.dto.js.map +1 -0
  21. package/dist/person/person.controller.d.ts +266 -5
  22. package/dist/person/person.controller.d.ts.map +1 -1
  23. package/dist/person/person.controller.js +164 -6
  24. package/dist/person/person.controller.js.map +1 -1
  25. package/dist/person/person.service.d.ts +295 -5
  26. package/dist/person/person.service.d.ts.map +1 -1
  27. package/dist/person/person.service.js +1752 -27
  28. package/dist/person/person.service.js.map +1 -1
  29. package/dist/person-relation-type/person-relation-type.controller.d.ts +2 -2
  30. package/dist/person-relation-type/person-relation-type.service.d.ts +2 -2
  31. package/hedhog/data/route.yaml +68 -19
  32. package/hedhog/frontend/app/_lib/crm-sections.tsx.ejs +9 -9
  33. package/hedhog/frontend/app/accounts/_components/account-form-sheet.tsx.ejs +573 -477
  34. package/hedhog/frontend/app/accounts/_components/account-types.ts.ejs +9 -6
  35. package/hedhog/frontend/app/accounts/page.tsx.ejs +970 -892
  36. package/hedhog/frontend/app/activities/_components/activity-detail-sheet.tsx.ejs +240 -0
  37. package/hedhog/frontend/app/activities/_components/activity-types.ts.ejs +66 -0
  38. package/hedhog/frontend/app/activities/page.tsx.ejs +460 -812
  39. package/hedhog/frontend/app/dashboard/_components/dashboard-types.ts.ejs +70 -0
  40. package/hedhog/frontend/app/dashboard/page.tsx.ejs +639 -491
  41. package/hedhog/frontend/app/follow-ups/page.tsx.ejs +785 -696
  42. package/hedhog/frontend/app/person/_components/person-interaction-dialog.tsx.ejs +10 -12
  43. package/hedhog/frontend/app/reports/_components/report-types.ts.ejs +84 -0
  44. package/hedhog/frontend/app/reports/page.tsx.ejs +1196 -15
  45. package/hedhog/frontend/messages/en.json +242 -38
  46. package/hedhog/frontend/messages/pt.json +242 -38
  47. package/hedhog/table/crm_activity.yaml +68 -0
  48. package/hedhog/table/crm_stage_history.yaml +34 -0
  49. package/hedhog/table/person_company.yaml +27 -5
  50. package/package.json +9 -9
  51. package/src/person/dto/account.dto.ts +100 -0
  52. package/src/person/dto/activity.dto.ts +54 -0
  53. package/src/person/dto/dashboard-query.dto.ts +25 -0
  54. package/src/person/dto/followup-query.dto.ts +25 -0
  55. package/src/person/dto/reports-query.dto.ts +25 -0
  56. package/src/person/person.controller.ts +176 -43
  57. package/src/person/person.service.ts +4825 -2226
@@ -0,0 +1,70 @@
1
+ 'use client';
2
+
3
+ import type { PersonLifecycleStage, PersonSource, UserOption } from '../../person/_components/person-types';
4
+
5
+ export type DashboardPeriod = '7d' | '30d' | '90d' | 'custom';
6
+
7
+ export type DashboardBucket<T extends string> = {
8
+ key: T;
9
+ total: number;
10
+ };
11
+
12
+ export type DashboardOwnerPerformanceItem = {
13
+ owner_user_id: number;
14
+ owner_name: string;
15
+ leads: number;
16
+ customers: number;
17
+ pipeline_value: number;
18
+ };
19
+
20
+ export type DashboardListItem = {
21
+ id: number;
22
+ name: string;
23
+ trade_name?: string | null;
24
+ owner_user?: UserOption | null;
25
+ source: PersonSource;
26
+ lifecycle_stage: PersonLifecycleStage;
27
+ next_action_at?: string;
28
+ created_at?: string;
29
+ };
30
+
31
+ export type DashboardResponse = {
32
+ kpis: {
33
+ total_leads: number;
34
+ qualified: number;
35
+ proposal: number;
36
+ customers: number;
37
+ lost: number;
38
+ unassigned: number;
39
+ overdue: number;
40
+ next_actions: number;
41
+ };
42
+ charts: {
43
+ stage: DashboardBucket<PersonLifecycleStage>[];
44
+ source: DashboardBucket<PersonSource>[];
45
+ owner_performance: DashboardOwnerPerformanceItem[];
46
+ };
47
+ lists: {
48
+ next_actions: DashboardListItem[];
49
+ unattended: DashboardListItem[];
50
+ };
51
+ };
52
+
53
+ export const CRM_DASHBOARD_STAGE_ORDER: PersonLifecycleStage[] = [
54
+ 'new',
55
+ 'contacted',
56
+ 'qualified',
57
+ 'proposal',
58
+ 'negotiation',
59
+ 'customer',
60
+ 'lost',
61
+ ];
62
+
63
+ export const CRM_DASHBOARD_SOURCE_ORDER: PersonSource[] = [
64
+ 'website',
65
+ 'referral',
66
+ 'social',
67
+ 'inbound',
68
+ 'outbound',
69
+ 'other',
70
+ ];