@hed-hog/contact 0.0.295 → 0.0.297

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Files changed (46) hide show
  1. package/dist/contact-type/contact-type.controller.d.ts +1 -1
  2. package/dist/contact-type/contact-type.service.d.ts +1 -1
  3. package/dist/document-type/document-type.controller.d.ts +1 -1
  4. package/dist/document-type/document-type.service.d.ts +1 -1
  5. package/dist/person/dto/reports-query.dto.d.ts +8 -0
  6. package/dist/person/dto/reports-query.dto.d.ts.map +1 -0
  7. package/dist/person/dto/reports-query.dto.js +33 -0
  8. package/dist/person/dto/reports-query.dto.js.map +1 -0
  9. package/dist/person/person.controller.d.ts +67 -10
  10. package/dist/person/person.controller.d.ts.map +1 -1
  11. package/dist/person/person.controller.js +26 -6
  12. package/dist/person/person.controller.js.map +1 -1
  13. package/dist/person/person.service.d.ts +61 -5
  14. package/dist/person/person.service.d.ts.map +1 -1
  15. package/dist/person/person.service.js +656 -298
  16. package/dist/person/person.service.js.map +1 -1
  17. package/dist/person-relation-type/person-relation-type.controller.d.ts +2 -2
  18. package/dist/person-relation-type/person-relation-type.service.d.ts +2 -2
  19. package/hedhog/data/menu.yaml +163 -163
  20. package/hedhog/data/route.yaml +68 -60
  21. package/hedhog/frontend/app/_lib/crm-sections.tsx.ejs +9 -9
  22. package/hedhog/frontend/app/accounts/_components/account-form-sheet.tsx.ejs +573 -573
  23. package/hedhog/frontend/app/accounts/_components/account-types.ts.ejs +9 -9
  24. package/hedhog/frontend/app/accounts/page.tsx.ejs +970 -970
  25. package/hedhog/frontend/app/activities/_components/activity-detail-sheet.tsx.ejs +240 -240
  26. package/hedhog/frontend/app/activities/_components/activity-types.ts.ejs +66 -66
  27. package/hedhog/frontend/app/activities/page.tsx.ejs +460 -460
  28. package/hedhog/frontend/app/dashboard/_components/dashboard-types.ts.ejs +70 -70
  29. package/hedhog/frontend/app/dashboard/page.tsx.ejs +639 -639
  30. package/hedhog/frontend/app/follow-ups/page.tsx.ejs +785 -785
  31. package/hedhog/frontend/app/person/_components/person-interaction-dialog.tsx.ejs +10 -12
  32. package/hedhog/frontend/app/reports/_components/report-types.ts.ejs +84 -0
  33. package/hedhog/frontend/app/reports/page.tsx.ejs +1196 -15
  34. package/hedhog/frontend/messages/en.json +242 -123
  35. package/hedhog/frontend/messages/pt.json +242 -123
  36. package/hedhog/table/crm_activity.yaml +68 -68
  37. package/hedhog/table/crm_stage_history.yaml +34 -0
  38. package/hedhog/table/person_company.yaml +27 -27
  39. package/package.json +9 -9
  40. package/src/person/dto/account.dto.ts +100 -100
  41. package/src/person/dto/activity.dto.ts +54 -54
  42. package/src/person/dto/dashboard-query.dto.ts +25 -25
  43. package/src/person/dto/followup-query.dto.ts +25 -25
  44. package/src/person/dto/reports-query.dto.ts +25 -0
  45. package/src/person/person.controller.ts +176 -159
  46. package/src/person/person.service.ts +4825 -4288
package/hedhog/frontend/app/dashboard/_components/dashboard-types.ts.ejs CHANGED
@@ -1,70 +1,70 @@
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- 'use client';
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-
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- import type { PersonLifecycleStage, PersonSource, UserOption } from '../../person/_components/person-types';
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-
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- export type DashboardPeriod = '7d' | '30d' | '90d' | 'custom';
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-
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- export type DashboardBucket<T extends string> = {
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- key: T;
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- total: number;
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- };
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-
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- export type DashboardOwnerPerformanceItem = {
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- owner_user_id: number;
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- owner_name: string;
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- leads: number;
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- customers: number;
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- pipeline_value: number;
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- };
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-
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- export type DashboardListItem = {
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- id: number;
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- name: string;
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- trade_name?: string | null;
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- owner_user?: UserOption | null;
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- source: PersonSource;
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- lifecycle_stage: PersonLifecycleStage;
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- next_action_at?: string;
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- created_at?: string;
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- };
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-
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- export type DashboardResponse = {
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- kpis: {
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- total_leads: number;
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- qualified: number;
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- proposal: number;
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- customers: number;
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- lost: number;
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- unassigned: number;
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- overdue: number;
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- next_actions: number;
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- };
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- charts: {
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- stage: DashboardBucket<PersonLifecycleStage>[];
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- source: DashboardBucket<PersonSource>[];
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- owner_performance: DashboardOwnerPerformanceItem[];
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- };
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- lists: {
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- next_actions: DashboardListItem[];
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- unattended: DashboardListItem[];
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- };
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- };
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-
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- export const CRM_DASHBOARD_STAGE_ORDER: PersonLifecycleStage[] = [
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- 'new',
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- 'contacted',
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- 'qualified',
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- 'proposal',
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- 'negotiation',
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- 'customer',
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- 'lost',
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- ];
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-
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- export const CRM_DASHBOARD_SOURCE_ORDER: PersonSource[] = [
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- 'website',
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- 'referral',
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- 'social',
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- 'inbound',
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- 'outbound',
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- 'other',
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- ];
1
+ 'use client';
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+
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+ import type { PersonLifecycleStage, PersonSource, UserOption } from '../../person/_components/person-types';
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+
5
+ export type DashboardPeriod = '7d' | '30d' | '90d' | 'custom';
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+
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+ export type DashboardBucket<T extends string> = {
8
+ key: T;
9
+ total: number;
10
+ };
11
+
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+ export type DashboardOwnerPerformanceItem = {
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+ owner_user_id: number;
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+ owner_name: string;
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+ leads: number;
16
+ customers: number;
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+ pipeline_value: number;
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+ };
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+
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+ export type DashboardListItem = {
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+ id: number;
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+ name: string;
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+ trade_name?: string | null;
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+ owner_user?: UserOption | null;
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+ source: PersonSource;
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+ lifecycle_stage: PersonLifecycleStage;
27
+ next_action_at?: string;
28
+ created_at?: string;
29
+ };
30
+
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+ 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: {
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+ stage: DashboardBucket<PersonLifecycleStage>[];
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+ source: DashboardBucket<PersonSource>[];
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+ owner_performance: DashboardOwnerPerformanceItem[];
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+ };
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+ lists: {
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+ next_actions: DashboardListItem[];
49
+ unattended: DashboardListItem[];
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+ };
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+ };
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+
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+ export const CRM_DASHBOARD_STAGE_ORDER: PersonLifecycleStage[] = [
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+ '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
+ ];