@hed-hog/contact 0.0.301 → 0.0.303

package/hedhog/frontend/messages/en.json

@@ -688,6 +688,52 @@
       "invalidRange": "The start date must be less than or equal to the end date."
     }
   },
+  "ProposalsPage": {
+    "title": "Proposal center",
+    "description": "View, approve and track all commercial proposals outside the pipeline.",
+    "pendingTitle": "Pending approvals",
+    "pendingDescription": "Quickly review the proposals waiting for a decision.",
+    "listTitle": "Proposal list",
+    "listDescription": "Use the filters to focus on drafts, pending approvals and approved proposals.",
+    "searchPlaceholder": "Search by code, title or customer...",
+    "viewMode": "View",
+    "viewModeTable": "Table",
+    "viewModeCards": "Cards",
+    "resultsCount": "{count} proposal(s)",
+    "visibleTotal": "Visible value in this list: {value}",
+    "emptyTitle": "No proposals found",
+    "emptyDescription": "Adjust the filters or create a new proposal from the pipeline.",
+    "inboxTitle": "Approval inbox",
+    "inboxDescription": "{count} proposal(s) are waiting for a decision.",
+    "cards": {
+      "total": "Total proposals",
+      "pending": "Pending approval",
+      "approved": "Approved",
+      "converted": "Converted"
+    },
+    "filters": {
+      "statusPlaceholder": "Status",
+      "all": "All",
+      "pending_approval": "Pending",
+      "approved": "Approved",
+      "draft": "Drafts",
+      "rejected": "Rejected"
+    },
+    "columns": {
+      "proposal": "Proposal",
+      "customer": "Customer",
+      "status": "Status",
+      "total": "Amount",
+      "validUntil": "Valid until",
+      "updatedAt": "Updated at",
+      "actions": "Actions"
+    },
+    "actions": {
+      "refresh": "Refresh",
+      "viewPending": "View pending",
+      "showAll": "Show all"
+    }
+  },
   "CrmPipeline": {
     "title": "Conversion pipeline",
     "subtitle": "Commercial Kanban with owner filtering to follow registration progress inside the CRM.",
@@ -793,6 +839,35 @@
         "expired": "Expired",
         "contract_generated": "Contract generated"
       },
+      "enum": {
+        "contractCategory": {
+          "employee": "Employee",
+          "contractor": "Contractor",
+          "client": "Client",
+          "supplier": "Supplier",
+          "vendor": "Vendor",
+          "partner": "Partner",
+          "internal": "Internal",
+          "other": "Other"
+        },
+        "contractType": {
+          "clt": "CLT",
+          "pj": "PJ",
+          "freelancer_agreement": "Freelancer agreement",
+          "service_agreement": "Service agreement",
+          "fixed_term": "Fixed-term contract",
+          "recurring_service": "Recurring service",
+          "nda": "Non-disclosure agreement",
+          "amendment": "Amendment",
+          "addendum": "Addendum",
+          "other": "Other"
+        },
+        "billingModel": {
+          "time_and_material": "Time and material",
+          "monthly_retainer": "Monthly retainer",
+          "fixed_price": "Fixed price"
+        }
+      },
       "actions": {
         "save": "Save proposal",
         "cancel": "Cancel",
@@ -872,6 +947,9 @@
   "CrmFollowups": {
     "title": "Follow-ups",
     "description": "Track upcoming actions, overdue items, and owner commitments in one operational list.",
+    "viewMode": "View",
+    "viewModeTable": "Table",
+    "viewModeCards": "Cards",
     "newFollowup": "New Follow-up",
     "reschedule": "Reschedule",
     "unassigned": "Unassigned",
@@ -934,7 +1012,7 @@
     "description": "Operational activity queue with calls, meetings, messages, and tasks tracked by owner and due date.",
     "viewMode": "View",
     "viewModeTable": "Table",
-    "viewModeTimeline": "Timeline",
+    "viewModeCards": "Cards",
     "unassignedPerson": "Unassigned lead",
     "unassignedOwner": "Unassigned",
     "stats": {
@@ -1111,6 +1189,27 @@
       "city": "City",
       "state": "State",
       "owner": "Owner",
+      "summary": {
+        "newCompany": "New account in progress",
+        "createHint": "Fill in the essential details for a fast account setup.",
+        "editHint": "Review the core data and update the commercial relationship."
+      },
+      "sections": {
+        "identityTitle": "Identity",
+        "identityDescription": "How this account will appear in the CRM.",
+        "relationshipTitle": "Relationship",
+        "relationshipDescription": "Status, stage, and ownership for the account.",
+        "contactTitle": "Contact",
+        "contactDescription": "Primary channels for outreach and follow-up.",
+        "locationTitle": "Location",
+        "locationDescription": "City and state for quick context.",
+        "additionalTitle": "Additional details",
+        "additionalDescription": "Complementary information and account metrics."
+      },
+      "additional": {
+        "show": "Expand",
+        "hide": "Hide"
+      },
       "createSubmit": "Create Account",
       "updateSubmit": "Save Changes",
       "saving": "Saving...",

package/hedhog/frontend/messages/pt.json

@@ -687,6 +687,52 @@
       "invalidRange": "A data inicial deve ser menor ou igual à data final."
     }
   },
+  "ProposalsPage": {
+    "title": "Central de propostas",
+    "description": "Visualize, aprove e acompanhe todas as propostas comerciais fora do pipeline.",
+    "pendingTitle": "Aprovações pendentes",
+    "pendingDescription": "Revise rapidamente as propostas aguardando decisão.",
+    "listTitle": "Lista de propostas",
+    "listDescription": "Use os filtros para focar em rascunhos, aprovações pendentes e propostas aprovadas.",
+    "searchPlaceholder": "Buscar por código, título ou cliente...",
+    "viewMode": "Visualização",
+    "viewModeTable": "Tabela",
+    "viewModeCards": "Cards",
+    "resultsCount": "{count} proposta(s)",
+    "visibleTotal": "Valor visível nesta lista: {value}",
+    "emptyTitle": "Nenhuma proposta encontrada",
+    "emptyDescription": "Ajuste os filtros ou crie uma nova proposta a partir do pipeline.",
+    "inboxTitle": "Caixa de aprovação",
+    "inboxDescription": "{count} proposta(s) aguardando decisão.",
+    "cards": {
+      "total": "Total de propostas",
+      "pending": "Pendentes de aprovação",
+      "approved": "Aprovadas",
+      "converted": "Convertidas"
+    },
+    "filters": {
+      "statusPlaceholder": "Status",
+      "all": "Todas",
+      "pending_approval": "Pendentes",
+      "approved": "Aprovadas",
+      "draft": "Rascunhos",
+      "rejected": "Rejeitadas"
+    },
+    "columns": {
+      "proposal": "Proposta",
+      "customer": "Cliente",
+      "status": "Status",
+      "total": "Valor",
+      "validUntil": "Validade",
+      "updatedAt": "Atualizada em",
+      "actions": "Ações"
+    },
+    "actions": {
+      "refresh": "Atualizar",
+      "viewPending": "Ver pendentes",
+      "showAll": "Mostrar todas"
+    }
+  },
   "CrmPipeline": {
     "title": "Pipeline de conversão",
     "subtitle": "Kanban comercial com filtro por owner para acompanhar a evolução dos cadastros no CRM.",
@@ -792,6 +838,35 @@
         "expired": "Expirada",
         "contract_generated": "Contrato gerado"
       },
+      "enum": {
+        "contractCategory": {
+          "employee": "Funcionário",
+          "contractor": "Contratado",
+          "client": "Cliente",
+          "supplier": "Fornecedor",
+          "vendor": "Vendedor",
+          "partner": "Parceiro",
+          "internal": "Interno",
+          "other": "Outro"
+        },
+        "contractType": {
+          "clt": "CLT",
+          "pj": "PJ",
+          "freelancer_agreement": "Contrato de freelancer",
+          "service_agreement": "Contrato de prestação de serviços",
+          "fixed_term": "Prazo determinado",
+          "recurring_service": "Serviço recorrente",
+          "nda": "Acordo de confidencialidade",
+          "amendment": "Aditivo",
+          "addendum": "Anexo",
+          "other": "Outro"
+        },
+        "billingModel": {
+          "time_and_material": "Tempo e material",
+          "monthly_retainer": "Retainer mensal",
+          "fixed_price": "Preço fixo"
+        }
+      },
       "actions": {
         "save": "Salvar proposta",
         "cancel": "Cancelar",
@@ -871,6 +946,9 @@
   "CrmFollowups": {
     "title": "Follow-ups",
     "description": "Acompanhe próximas ações, vencidos e compromissos por responsável em uma lista operacional.",
+    "viewMode": "Visualização",
+    "viewModeTable": "Tabela",
+    "viewModeCards": "Cards",
     "newFollowup": "Novo Follow-up",
     "reschedule": "Reagendar",
     "unassigned": "Não atribuído",
@@ -933,7 +1011,7 @@
     "description": "Fila operacional de atividades com ligações, reuniões, mensagens e tarefas por responsável e prazo.",
     "viewMode": "Visualização",
     "viewModeTable": "Tabela",
-    "viewModeTimeline": "Timeline",
+    "viewModeCards": "Cards",
     "unassignedPerson": "Lead não atribuído",
     "unassignedOwner": "Não atribuído",
     "stats": {
@@ -1110,6 +1188,27 @@
       "city": "Cidade",
       "state": "Estado",
       "owner": "Responsavel",
+      "summary": {
+        "newCompany": "Nova conta em preparacao",
+        "createHint": "Preencha os dados essenciais para cadastrar a conta rapidamente.",
+        "editHint": "Revise os dados principais e atualize o relacionamento comercial."
+      },
+      "sections": {
+        "identityTitle": "Identificacao",
+        "identityDescription": "Como a conta sera reconhecida no CRM.",
+        "relationshipTitle": "Relacionamento",
+        "relationshipDescription": "Status, etapa e ownership da conta.",
+        "contactTitle": "Contato",
+        "contactDescription": "Canais principais para abordagem comercial.",
+        "locationTitle": "Localizacao",
+        "locationDescription": "Cidade e estado para contexto rapido.",
+        "additionalTitle": "Detalhes adicionais",
+        "additionalDescription": "Informacoes complementares e metricas da conta."
+      },
+      "additional": {
+        "show": "Expandir",
+        "hide": "Ocultar"
+      },
       "createSubmit": "Criar conta",
       "updateSubmit": "Salvar alteracoes",
       "saving": "Salvando...",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@hed-hog/contact",
-  "version": "0.0.301",
+  "version": "0.0.303",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
   "dependencies": {
@@ -9,13 +9,13 @@
     "@nestjs/core": "^11",
     "@nestjs/jwt": "^11",
     "@nestjs/mapped-types": "*",
-    "@hed-hog/core": "0.0.301",
-    "@hed-hog/api-mail": "0.0.9",
     "@hed-hog/api-prisma": "0.0.6",
-    "@hed-hog/address": "0.0.301",
+    "@hed-hog/core": "0.0.303",
+    "@hed-hog/api-locale": "0.0.14",
+    "@hed-hog/api-mail": "0.0.9",
+    "@hed-hog/address": "0.0.303",
     "@hed-hog/api": "0.0.6",
-    "@hed-hog/api-pagination": "0.0.7",
-    "@hed-hog/api-locale": "0.0.14"
+    "@hed-hog/api-pagination": "0.0.7"
   },
   "exports": {
     ".": {

package/src/person/person.service.spec.ts

@@ -0,0 +1,143 @@
+/// <reference types="jest" />
+import { PersonInteractionTypeDTO } from './dto/create-interaction.dto';
+import { PersonService } from './person.service';
+
+describe('PersonService CRM interaction/follow-up regression coverage', () => {
+  let prisma: any;
+  let tx: any;
+  let service: PersonService;
+
+  beforeEach(() => {
+    tx = {
+      crm_activity: {
+        findFirst: jest.fn().mockResolvedValue(null),
+        create: jest.fn().mockResolvedValue({ id: 1 }),
+        update: jest.fn().mockResolvedValue({ id: 1 }),
+      },
+    };
+
+    prisma = {
+      $transaction: jest.fn().mockImplementation(async (callback: any) =>
+        callback(tx)
+      ),
+    };
+
+    service = new PersonService(
+      prisma as any,
+      {} as any,
+      {} as any,
+      {
+        getSettingValues: jest.fn().mockResolvedValue({}),
+      } as any
+    );
+
+    jest
+      .spyOn(service as any, 'ensurePersonAccessible')
+      .mockResolvedValue({ id: 42, type: 'individual', status: 'active' });
+    jest.spyOn(service as any, 'getPersonOwnerUserId').mockResolvedValue(7);
+    jest.spyOn(service as any, 'loadInteractionsFromTx').mockResolvedValue([]);
+    jest.spyOn(service as any, 'upsertMetadataValue').mockResolvedValue(undefined);
+  });
+
+  it('persists a completed crm activity when registering an interaction', async () => {
+    await service.createInteraction(
+      42,
+      {
+        type: PersonInteractionTypeDTO.CALL,
+        notes: 'Ligação inicial',
+      },
+      'en',
+      { id: 9, name: 'Root User' }
+    );
+
+    expect(tx.crm_activity.create).toHaveBeenCalledWith(
+      expect.objectContaining({
+        data: expect.objectContaining({
+          person_id: 42,
+          owner_user_id: 7,
+          created_by_user_id: 9,
+          completed_by_user_id: 9,
+          type: PersonInteractionTypeDTO.CALL,
+          subject: 'Call',
+          notes: 'Ligação inicial',
+          priority: 'medium',
+          source_kind: 'interaction',
+          due_at: expect.any(Date),
+          completed_at: expect.any(Date),
+          created_at: expect.any(Date),
+          updated_at: expect.any(Date),
+        }),
+      })
+    );
+  });
+
+  it('creates an open follow-up activity when none exists', async () => {
+    tx.crm_activity.findFirst.mockResolvedValue(null);
+
+    await service.scheduleFollowup(
+      42,
+      {
+        next_action_at: '2026-04-09T13:48:31.715Z',
+        notes: 'Retornar por telefone',
+      },
+      'en',
+      { id: 9, name: 'Root User' }
+    );
+
+    expect(tx.crm_activity.findFirst).toHaveBeenCalledWith({
+      where: {
+        person_id: 42,
+        source_kind: 'followup',
+        completed_at: null,
+      },
+      orderBy: {
+        id: 'desc',
+      },
+    });
+
+    expect(tx.crm_activity.create).toHaveBeenCalledWith(
+      expect.objectContaining({
+        data: expect.objectContaining({
+          person_id: 42,
+          owner_user_id: 7,
+          created_by_user_id: 9,
+          type: 'task',
+          subject: 'Follow-up',
+          notes: 'Retornar por telefone',
+          priority: 'medium',
+          source_kind: 'followup',
+          due_at: new Date('2026-04-09T13:48:31.715Z'),
+        }),
+      })
+    );
+  });
+
+  it('updates the existing open follow-up activity when rescheduling', async () => {
+    tx.crm_activity.findFirst.mockResolvedValue({ id: 88 });
+
+    await service.scheduleFollowup(
+      42,
+      {
+        next_action_at: '2026-04-10T15:00:00.000Z',
+        notes: 'Reagendar reunião',
+      },
+      'en',
+      { id: 11, name: 'Owner User' }
+    );
+
+    expect(tx.crm_activity.update).toHaveBeenCalledWith({
+      where: {
+        id: 88,
+      },
+      data: expect.objectContaining({
+        owner_user_id: 7,
+        type: 'task',
+        subject: 'Follow-up',
+        notes: 'Reagendar reunião',
+        due_at: new Date('2026-04-10T15:00:00.000Z'),
+        priority: 'medium',
+        updated_at: expect.any(Date),
+      }),
+    });
+  });
+});