@hed-hog/contact 0.0.299 → 0.0.300

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Files changed (29) hide show
  1. package/dist/person/person.service.js +350 -350
  2. package/hedhog/data/dashboard.yaml +6 -0
  3. package/hedhog/data/dashboard_component.yaml +87 -0
  4. package/hedhog/data/dashboard_component_role.yaml +55 -0
  5. package/hedhog/data/dashboard_item.yaml +95 -0
  6. package/hedhog/data/dashboard_role.yaml +6 -0
  7. package/hedhog/data/route.yaml +68 -68
  8. package/hedhog/frontend/app/dashboard/_components/dashboard-widgets.tsx.ejs +508 -0
  9. package/hedhog/frontend/app/dashboard/_components/use-crm-dashboard-data.ts.ejs +104 -0
  10. package/hedhog/frontend/app/dashboard/page.tsx.ejs +37 -431
  11. package/hedhog/frontend/widgets/next-actions.tsx.ejs +40 -0
  12. package/hedhog/frontend/widgets/overview-kpis.tsx.ejs +47 -0
  13. package/hedhog/frontend/widgets/owner-performance.tsx.ejs +42 -0
  14. package/hedhog/frontend/widgets/quick-access.tsx.ejs +29 -0
  15. package/hedhog/frontend/widgets/source-breakdown.tsx.ejs +40 -0
  16. package/hedhog/frontend/widgets/stage-distribution.tsx.ejs +40 -0
  17. package/hedhog/frontend/widgets/top-owners.tsx.ejs +42 -0
  18. package/hedhog/frontend/widgets/unattended.tsx.ejs +40 -0
  19. package/hedhog/table/crm_activity.yaml +68 -68
  20. package/hedhog/table/crm_stage_history.yaml +34 -34
  21. package/hedhog/table/person_company.yaml +27 -27
  22. package/package.json +4 -4
  23. package/src/person/dto/account.dto.ts +100 -100
  24. package/src/person/dto/activity.dto.ts +54 -54
  25. package/src/person/dto/dashboard-query.dto.ts +25 -25
  26. package/src/person/dto/followup-query.dto.ts +25 -25
  27. package/src/person/dto/reports-query.dto.ts +25 -25
  28. package/src/person/person.controller.ts +176 -176
  29. package/src/person/person.service.ts +4825 -4825
package/hedhog/data/dashboard.yaml ADDED
@@ -0,0 +1,6 @@
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+ - slug: crm-overview
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+ icon: users
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+ is_template: true
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+ name:
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+ en: CRM Dashboard
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+ pt: Painel de CRM
package/hedhog/data/dashboard_component.yaml ADDED
@@ -0,0 +1,87 @@
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+ - slug: overview-kpis
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+ library_slug: contact
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+ width: 12
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+ height: 3
5
+ name:
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+ en: CRM Overview KPIs
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+ pt: KPIs Gerais do CRM
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+ description:
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+ en: Shows the main CRM performance indicators for leads, pipeline and follow-up health.
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+ pt: Mostra os principais indicadores do CRM para leads, pipeline e saúde de acompanhamento.
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+
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+ - slug: stage-distribution
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+ library_slug: contact
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+ width: 7
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+ height: 5
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+ name:
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+ en: Stage Distribution
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+ pt: Distribuição por Etapa
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+ description:
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+ en: Displays the lead lifecycle distribution across CRM stages.
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+ pt: Exibe a distribuição do funil por etapa do ciclo de vida.
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+
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+ - slug: source-breakdown
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+ library_slug: contact
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+ width: 5
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+ height: 5
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+ name:
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+ en: Source Breakdown
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+ pt: Distribuição por Origem
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+ description:
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+ en: Shows the share of contacts by acquisition source.
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+ pt: Mostra a participação dos contatos por origem de aquisição.
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+
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+ - slug: owner-performance
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+ library_slug: contact
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+ width: 7
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+ height: 5
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+ name:
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+ en: Owner Performance
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+ pt: Performance por Responsável
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+ description:
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+ en: Compares leads and customers by CRM owner.
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+ pt: Compara leads e clientes por responsável do CRM.
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+
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+ - slug: top-owners
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+ library_slug: contact
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+ width: 5
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+ height: 5
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+ name:
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+ en: Top Owners
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+ pt: Melhores Responsáveis
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+ description:
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+ en: Highlights the owners with the highest pipeline value.
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+ pt: Destaca os responsáveis com maior valor em pipeline.
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+
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+ - slug: next-actions
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+ library_slug: contact
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+ width: 4
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+ height: 5
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+ name:
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+ en: Next Actions
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+ pt: Próximas Ações
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+ description:
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+ en: Lists leads that need the next planned follow-up.
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+ pt: Lista leads que precisam da próxima ação planejada.
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+
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+ - slug: unattended
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+ library_slug: contact
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+ width: 4
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+ height: 5
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+ name:
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+ en: Unattended Leads
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+ pt: Leads sem Atendimento
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+ description:
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+ en: Highlights unattended or neglected CRM records.
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+ pt: Destaca registros do CRM sem atendimento ou negligenciados.
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+
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+ - slug: quick-access
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+ library_slug: contact
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+ width: 4
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+ height: 5
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+ name:
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+ en: CRM Quick Access
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+ pt: Acesso Rápido do CRM
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+ description:
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+ en: Shortcut links to the main CRM sections in the contact library.
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+ pt: Atalhos para as principais seções do CRM na library contact.
package/hedhog/data/dashboard_component_role.yaml ADDED
@@ -0,0 +1,55 @@
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+ - component_id:
2
+ where:
3
+ slug: overview-kpis
4
+ role_id:
5
+ where:
6
+ slug: admin-contact
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+
8
+ - component_id:
9
+ where:
10
+ slug: stage-distribution
11
+ role_id:
12
+ where:
13
+ slug: admin-contact
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+
15
+ - component_id:
16
+ where:
17
+ slug: source-breakdown
18
+ role_id:
19
+ where:
20
+ slug: admin-contact
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+
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+ - component_id:
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+ where:
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+ slug: owner-performance
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+ role_id:
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+ where:
27
+ slug: admin-contact
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+
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+ - component_id:
30
+ where:
31
+ slug: top-owners
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+ role_id:
33
+ where:
34
+ slug: admin-contact
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+
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+ - component_id:
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+ where:
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+ slug: next-actions
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+ role_id:
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+ where:
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+ slug: admin-contact
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+
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+ - component_id:
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+ where:
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+ slug: unattended
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+ role_id:
47
+ where:
48
+ slug: admin-contact
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+
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+ - component_id:
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+ where:
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+ slug: quick-access
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+ role_id:
54
+ where:
55
+ slug: admin-contact
package/hedhog/data/dashboard_item.yaml ADDED
@@ -0,0 +1,95 @@
1
+ - component_id:
2
+ where:
3
+ slug: overview-kpis
4
+ library_slug: contact
5
+ dashboard_id:
6
+ where:
7
+ slug: crm-overview
8
+ width: 12
9
+ height: 3
10
+ x_axis: 0
11
+ y_axis: 0
12
+
13
+ - component_id:
14
+ where:
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+ slug: stage-distribution
16
+ library_slug: contact
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+ dashboard_id:
18
+ where:
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+ slug: crm-overview
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+ width: 7
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+ height: 5
22
+ x_axis: 0
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+ y_axis: 3
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+
25
+ - component_id:
26
+ where:
27
+ slug: source-breakdown
28
+ library_slug: contact
29
+ dashboard_id:
30
+ where:
31
+ slug: crm-overview
32
+ width: 5
33
+ height: 5
34
+ x_axis: 7
35
+ y_axis: 3
36
+
37
+ - component_id:
38
+ where:
39
+ slug: owner-performance
40
+ library_slug: contact
41
+ dashboard_id:
42
+ where:
43
+ slug: crm-overview
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+ width: 7
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+ height: 5
46
+ x_axis: 0
47
+ y_axis: 8
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+
49
+ - component_id:
50
+ where:
51
+ slug: top-owners
52
+ library_slug: contact
53
+ dashboard_id:
54
+ where:
55
+ slug: crm-overview
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+ width: 5
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+ height: 5
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+ x_axis: 7
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+ y_axis: 8
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+
61
+ - component_id:
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+ where:
63
+ slug: next-actions
64
+ library_slug: contact
65
+ dashboard_id:
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+ where:
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+ slug: crm-overview
68
+ width: 4
69
+ height: 5
70
+ x_axis: 0
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+ y_axis: 13
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+
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+ - component_id:
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+ where:
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+ slug: unattended
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+ library_slug: contact
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+ dashboard_id:
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+ where:
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+ slug: crm-overview
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+ width: 4
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+ height: 5
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+ x_axis: 4
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+ y_axis: 13
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+
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+ - component_id:
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+ where:
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+ slug: quick-access
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+ library_slug: contact
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+ dashboard_id:
90
+ where:
91
+ slug: crm-overview
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+ width: 4
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+ height: 5
94
+ x_axis: 8
95
+ y_axis: 13
package/hedhog/data/dashboard_role.yaml ADDED
@@ -0,0 +1,6 @@
1
+ - dashboard_id:
2
+ where:
3
+ slug: crm-overview
4
+ role_id:
5
+ where:
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+ slug: admin-contact
package/hedhog/data/route.yaml CHANGED
@@ -29,74 +29,74 @@
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  - url: /person/duplicates
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  method: GET
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  relations: *a3
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- - url: /person/stats
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- method: GET
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- relations:
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- role:
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- - where:
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- slug: admin
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- - where:
39
- slug: admin-contact
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- - url: /person/dashboard
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- method: GET
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- relations:
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- role:
44
- - where:
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- slug: admin
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- - where:
47
- slug: admin-contact
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- - url: /person/reports
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- method: GET
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- relations:
51
- role:
52
- - where:
53
- slug: admin
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- - where:
55
- slug: admin-contact
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- - url: /person/owner-options
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- method: GET
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- relations:
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- role:
60
- - where:
61
- slug: admin
62
- - where:
63
- slug: admin-contact
64
- - url: /person/followups
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- method: GET
66
- relations: *a3
67
- - url: /person/followups/stats
68
- method: GET
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- relations: *a3
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- - url: /person/activities
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- method: GET
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- relations: *a3
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- - url: /person/activities/stats
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- method: GET
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- relations: *a3
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- - url: /person/activities/:id
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- method: GET
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- relations: *a3
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- - url: /person/activities/:id/complete
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- method: POST
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- relations: *a3
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- - url: /person/accounts
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- method: GET
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- relations: *a3
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- - url: /person/accounts/stats
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- method: GET
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- relations: *a3
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- - url: /person/accounts
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- method: POST
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- relations: *a3
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- - url: /person/accounts/:id
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- method: PATCH
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- relations: *a3
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- - url: /person/accounts
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- method: DELETE
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- relations: *a3
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- - url: /person
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- method: POST
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- relations: *a3
32
+ - url: /person/stats
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+ method: GET
34
+ relations:
35
+ role:
36
+ - where:
37
+ slug: admin
38
+ - where:
39
+ slug: admin-contact
40
+ - url: /person/dashboard
41
+ method: GET
42
+ relations:
43
+ role:
44
+ - where:
45
+ slug: admin
46
+ - where:
47
+ slug: admin-contact
48
+ - url: /person/reports
49
+ method: GET
50
+ relations:
51
+ role:
52
+ - where:
53
+ slug: admin
54
+ - where:
55
+ slug: admin-contact
56
+ - url: /person/owner-options
57
+ method: GET
58
+ relations:
59
+ role:
60
+ - where:
61
+ slug: admin
62
+ - where:
63
+ slug: admin-contact
64
+ - url: /person/followups
65
+ method: GET
66
+ relations: *a3
67
+ - url: /person/followups/stats
68
+ method: GET
69
+ relations: *a3
70
+ - url: /person/activities
71
+ method: GET
72
+ relations: *a3
73
+ - url: /person/activities/stats
74
+ method: GET
75
+ relations: *a3
76
+ - url: /person/activities/:id
77
+ method: GET
78
+ relations: *a3
79
+ - url: /person/activities/:id/complete
80
+ method: POST
81
+ relations: *a3
82
+ - url: /person/accounts
83
+ method: GET
84
+ relations: *a3
85
+ - url: /person/accounts/stats
86
+ method: GET
87
+ relations: *a3
88
+ - url: /person/accounts
89
+ method: POST
90
+ relations: *a3
91
+ - url: /person/accounts/:id
92
+ method: PATCH
93
+ relations: *a3
94
+ - url: /person/accounts
95
+ method: DELETE
96
+ relations: *a3
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+ - url: /person
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+ method: POST
99
+ relations: *a3
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100
  - url: /person/merge
101
101
  method: POST
102
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  relations: *a3