@hed-hog/contact 0.0.304 → 0.0.306

package/hedhog/frontend/messages/en.json

@@ -230,7 +230,80 @@
     "interactionError": "Failed to register interaction",
     "followupDate": "Follow-up Date",
     "followupSuccess": "Follow-up scheduled successfully",
-    "followupError": "Failed to schedule follow-up"
+    "followupError": "Failed to schedule follow-up",
+    "importLeads": "Import Leads",
+    "importStepUpload": "Upload",
+    "importStepPreview": "Preview",
+    "importStepMapping": "Mapping",
+    "importStepConfirm": "Confirmation",
+    "importStepResult": "Result",
+    "importSheetTitle": "Import Leads via CSV",
+    "importSheetDescription": "Upload a CSV file, map the columns and import contacts into the CRM.",
+    "importDropzoneLabel": "Click or drag a CSV file here",
+    "importDropzoneHint": "Accepted format: .csv — max. 5,000 rows",
+    "importDropzoneChange": "Change file",
+    "importFileSelected": "File selected",
+    "importPreviewTitle": "File Preview",
+    "importPreviewDescription": "Showing the first rows of the uploaded file. Check whether the data looks correct before proceeding.",
+    "importTotalEstimated": "Estimated rows",
+    "importColumnsDetected": "Columns detected",
+    "importMappingTitle": "Column Mapping",
+    "importMappingDescription": "Map each CSV column to the corresponding CRM field. Choose \"Ignore\" to skip a column.",
+    "importMappingColumnLabel": "CSV Column",
+    "importMappingFieldLabel": "CRM Field",
+    "importMappingIgnore": "Ignore",
+    "importMappingDuplicateWarning": "The field {field} is mapped more than once.",
+    "importMappingNameRequired": "You must map at least one column to the \"Name\" field.",
+    "importFieldName": "Name",
+    "importFieldType": "Type",
+    "importFieldStatus": "Status",
+    "importFieldEmail": "Email",
+    "importFieldPhone": "Phone",
+    "importFieldMobile": "Mobile",
+    "importFieldCpf": "CPF",
+    "importFieldCnpj": "CNPJ",
+    "importFieldJobTitle": "Job Title",
+    "importFieldCompanyName": "Company (employer)",
+    "importFieldTradeName": "Trade Name",
+    "importFieldWebsite": "Website",
+    "importFieldNotes": "Notes",
+    "importFieldSource": "Source",
+    "importFieldAddressStreet": "Address — Street",
+    "importFieldAddressCity": "Address — City",
+    "importFieldAddressState": "Address — State",
+    "importFieldAddressZip": "Address — ZIP Code",
+    "importFieldAddressCountry": "Address — Country",
+    "importConfirmTitle": "Review and Confirm",
+    "importConfirmDescription": "Review the import settings before proceeding.",
+    "importConfirmFile": "File",
+    "importConfirmRows": "Estimated rows",
+    "importConfirmMappedFields": "Mapped fields",
+    "importConfirmCompanyLabel": "Associate all contacts with a company (optional)",
+    "importConfirmCompanyPlaceholder": "Search for a company...",
+    "importConfirmNoCompany": "No company (import as individual contacts)",
+    "importCreateCompanyTitle": "New Company",
+    "importCreateCompanyDescription": "Quickly create a company to associate with this import.",
+    "importCreateCompanyName": "Company name",
+    "importCreateCompanyNamePlaceholder": "e.g. Acme Corp",
+    "importCreateCompanyTradeName": "Trade name (optional)",
+    "importCreateCompanyTradeNamePlaceholder": "e.g. Acme",
+    "importCreateCompanySave": "Create company",
+    "importResultTitle": "Import Complete",
+    "importResultDescription": "Import finished. Review the results below.",
+    "importResultImported": "Imported",
+    "importResultSkipped": "Skipped",
+    "importResultErrors": "Errors",
+    "importResultErrorsLabel": "Error details",
+    "importResultRow": "Row {row}",
+    "importResultSuccess": "Leads imported successfully!",
+    "importResultPartial": "{imported} leads imported with {errors} errors.",
+    "importBack": "Back",
+    "importNext": "Next",
+    "importStart": "Import",
+    "importClose": "Close",
+    "importErrorFileRequired": "Select a CSV file to continue.",
+    "importErrorFileTooLarge": "File exceeds the 10 MB limit. Split the file and try again.",
+    "importErrorGeneric": "An error occurred during import. Try again."
   },
   "PersonFieldWithCreate": {
     "sheet": {
@@ -1162,6 +1235,7 @@
     "edit": "Edit",
     "delete": "Delete",
     "cancel": "Cancel",
+    "importContacts": "Import contacts",
     "deleting": "Deleting...",
     "searchPlaceholder": "Search accounts by name, trade name, email, or city...",
     "viewMode": "View",
@@ -1240,12 +1314,40 @@
         "locationTitle": "Location",
         "locationDescription": "City and state for quick context.",
         "additionalTitle": "Additional details",
-        "additionalDescription": "Complementary information and account metrics."
+        "additionalDescription": "Complementary information and account metrics.",
+        "contactsTitle": "Contacts",
+        "contactsDescription": "Add email, phone, and other outreach channels.",
+        "addressesTitle": "Addresses",
+        "addressesDescription": "Manage headquarters, billing, or delivery locations.",
+        "documentsTitle": "Documents",
+        "documentsDescription": "Register company identifiers and legal records.",
+        "collaboratorsTitle": "Collaborators",
+        "collaboratorsDescription": "Manage people linked to this company."
       },
       "additional": {
         "show": "Expand",
         "hide": "Hide"
       },
+      "collaborators": {
+        "title": "Collaborators",
+        "description": "People linked to this company through the employer field.",
+        "empty": "No collaborators linked yet.",
+        "saveFirst": "You can add collaborators before the first save.",
+        "saveFirstHint": "Their person ids will be linked automatically when the company is saved.",
+        "ready": "Company saved. You can now manage collaborators here.",
+        "addAction": "Add collaborator",
+        "editAction": "Edit collaborator",
+        "editActionLabel": "Edit collaborator",
+        "viewMode": "View mode",
+        "viewModeCards": "Cards",
+        "viewModeTable": "Table",
+        "tableColName": "Name",
+        "tableColJobTitle": "Job Title",
+        "tableColStatus": "Status",
+        "tableColEmail": "E-mail",
+        "tableColPhone": "Phone",
+        "tableColActions": "Actions"
+      },
       "createSubmit": "Create Account",
       "updateSubmit": "Save Changes",
       "saving": "Saving...",

package/hedhog/frontend/messages/pt.json

@@ -229,7 +229,80 @@
     "interactionError": "Falha ao registrar interação",
     "followupDate": "Data do Follow-up",
     "followupSuccess": "Follow-up agendado com sucesso",
-    "followupError": "Falha ao agendar follow-up"
+    "followupError": "Falha ao agendar follow-up",
+    "importLeads": "Importar Leads",
+    "importStepUpload": "Upload",
+    "importStepPreview": "Prévia",
+    "importStepMapping": "Mapeamento",
+    "importStepConfirm": "Confirmação",
+    "importStepResult": "Resultado",
+    "importSheetTitle": "Importar Leads via CSV",
+    "importSheetDescription": "Faça upload de um arquivo CSV, mapeie as colunas e importe contatos para o CRM.",
+    "importDropzoneLabel": "Clique ou arraste um arquivo CSV aqui",
+    "importDropzoneHint": "Formato aceito: .csv — máx. 5.000 linhas",
+    "importDropzoneChange": "Trocar arquivo",
+    "importFileSelected": "Arquivo selecionado",
+    "importPreviewTitle": "Prévia do Arquivo",
+    "importPreviewDescription": "Exibindo as primeiras linhas do arquivo enviado. Verifique se os dados estão corretos antes de avançar.",
+    "importTotalEstimated": "Linhas estimadas",
+    "importColumnsDetected": "Colunas detectadas",
+    "importMappingTitle": "Mapeamento de Colunas",
+    "importMappingDescription": "Mapeie cada coluna do CSV para o campo correspondente do CRM. Escolha \"Ignorar\" para pular uma coluna.",
+    "importMappingColumnLabel": "Coluna CSV",
+    "importMappingFieldLabel": "Campo CRM",
+    "importMappingIgnore": "Ignorar",
+    "importMappingDuplicateWarning": "O campo {field} está mapeado mais de uma vez.",
+    "importMappingNameRequired": "Mapeie ao menos uma coluna para o campo \"Nome\".",
+    "importFieldName": "Nome",
+    "importFieldType": "Tipo",
+    "importFieldStatus": "Status",
+    "importFieldEmail": "E-mail",
+    "importFieldPhone": "Telefone",
+    "importFieldMobile": "Celular",
+    "importFieldCpf": "CPF",
+    "importFieldCnpj": "CNPJ",
+    "importFieldJobTitle": "Cargo",
+    "importFieldCompanyName": "Empresa (empregadora)",
+    "importFieldTradeName": "Nome Fantasia",
+    "importFieldWebsite": "Website",
+    "importFieldNotes": "Observações",
+    "importFieldSource": "Origem",
+    "importFieldAddressStreet": "Endereço — Rua",
+    "importFieldAddressCity": "Endereço — Cidade",
+    "importFieldAddressState": "Endereço — Estado",
+    "importFieldAddressZip": "Endereço — CEP",
+    "importFieldAddressCountry": "Endereço — País",
+    "importConfirmTitle": "Revisar e Confirmar",
+    "importConfirmDescription": "Revise as configurações de importação antes de prosseguir.",
+    "importConfirmFile": "Arquivo",
+    "importConfirmRows": "Linhas estimadas",
+    "importConfirmMappedFields": "Campos mapeados",
+    "importConfirmCompanyLabel": "Associar todos os contatos a uma empresa (opcional)",
+    "importConfirmCompanyPlaceholder": "Buscar empresa...",
+    "importConfirmNoCompany": "Sem empresa (importar como contatos individuais)",
+    "importCreateCompanyTitle": "Nova empresa",
+    "importCreateCompanyDescription": "Crie rapidamente uma empresa para associar a esta importação.",
+    "importCreateCompanyName": "Nome da empresa",
+    "importCreateCompanyNamePlaceholder": "ex: Acme Ltda",
+    "importCreateCompanyTradeName": "Nome fantasia (opcional)",
+    "importCreateCompanyTradeNamePlaceholder": "ex: Acme",
+    "importCreateCompanySave": "Criar empresa",
+    "importResultTitle": "Importação Concluída",
+    "importResultDescription": "A importação foi finalizada. Veja os resultados abaixo.",
+    "importResultImported": "Importados",
+    "importResultSkipped": "Ignorados",
+    "importResultErrors": "Erros",
+    "importResultErrorsLabel": "Detalhes dos erros",
+    "importResultRow": "Linha {row}",
+    "importResultSuccess": "Leads importados com sucesso!",
+    "importResultPartial": "{imported} leads importados com {errors} erros.",
+    "importBack": "Voltar",
+    "importNext": "Avançar",
+    "importStart": "Importar",
+    "importClose": "Fechar",
+    "importErrorFileRequired": "Selecione um arquivo CSV para continuar.",
+    "importErrorFileTooLarge": "O arquivo excede o limite de 10 MB. Divida o arquivo e tente novamente.",
+    "importErrorGeneric": "Ocorreu um erro durante a importação. Tente novamente."
   },
   "PersonFieldWithCreate": {
     "sheet": {
@@ -1161,6 +1234,7 @@
     "edit": "Editar",
     "delete": "Excluir",
     "cancel": "Cancelar",
+    "importContacts": "Importar contatos",
     "deleting": "Excluindo...",
     "searchPlaceholder": "Pesquisar contas por nome, razão social, email ou cidade...",
     "viewMode": "Visualização",
@@ -1214,7 +1288,7 @@
       "companyName": "Nome da empresa",
       "tradeName": "Nome fantasia",
       "status": "Status",
-      "lifecycleStage": "Estagio",
+      "lifecycleStage": "Estágio",
       "email": "Email",
       "phone": "Telefone",
       "website": "Site",
@@ -1223,28 +1297,56 @@
       "employeeCount": "Colaboradores",
       "city": "Cidade",
       "state": "Estado",
-      "owner": "Responsavel",
+      "owner": "Responsável",
       "summary": {
-        "newCompany": "Nova conta em preparacao",
+        "newCompany": "Nova conta em preparação",
         "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.",
+        "identityTitle": "Identificação",
+        "identityDescription": "Como a conta será 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.",
+        "locationTitle": "Localização",
+        "locationDescription": "Cidade e estado para contexto rápido.",
         "additionalTitle": "Detalhes adicionais",
-        "additionalDescription": "Informacoes complementares e metricas da conta."
+        "additionalDescription": "Informações complementares e métricas da conta.",
+        "contactsTitle": "Contatos",
+        "contactsDescription": "Adicione email, telefone e outros canais da empresa.",
+        "addressesTitle": "Endereços",
+        "addressesDescription": "Gerencie sede, cobrança ou locais de entrega.",
+        "documentsTitle": "Documentos",
+        "documentsDescription": "Cadastre identificadores e registros legais da empresa.",
+        "collaboratorsTitle": "Colaboradores",
+        "collaboratorsDescription": "Gerencie as pessoas vinculadas a esta empresa."
       },
       "additional": {
         "show": "Expandir",
         "hide": "Ocultar"
       },
+      "collaborators": {
+        "title": "Colaboradores",
+        "description": "Pessoas vinculadas a esta empresa pelo campo de empregador.",
+        "empty": "Nenhum colaborador vinculado ainda.",
+        "saveFirst": "Voce pode adicionar colaboradores antes do primeiro salvamento.",
+        "saveFirstHint": "Os ids das pessoas serao vinculados automaticamente quando a empresa for salva.",
+        "ready": "Empresa salva. Agora voce pode gerenciar os colaboradores aqui.",
+        "addAction": "Adicionar colaborador",
+        "editAction": "Editar colaborador",
+        "editActionLabel": "Editar colaborador",
+        "viewMode": "Modo de visualização",
+        "viewModeCards": "Cards",
+        "viewModeTable": "Tabela",
+        "tableColName": "Nome",
+        "tableColJobTitle": "Cargo",
+        "tableColStatus": "Status",
+        "tableColEmail": "E-mail",
+        "tableColPhone": "Telefone",
+        "tableColActions": "Ações"
+      },
       "createSubmit": "Criar conta",
       "updateSubmit": "Salvar alteracoes",
       "saving": "Salvando...",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@hed-hog/contact",
-  "version": "0.0.304",
+  "version": "0.0.306",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
   "dependencies": {
@@ -9,12 +9,12 @@
     "@nestjs/core": "^11",
     "@nestjs/jwt": "^11",
     "@nestjs/mapped-types": "*",
+    "@hed-hog/core": "0.0.306",
+    "@hed-hog/address": "0.0.306",
     "@hed-hog/api-prisma": "0.0.6",
+    "@hed-hog/api": "0.0.6",
     "@hed-hog/api-locale": "0.0.14",
-    "@hed-hog/address": "0.0.304",
     "@hed-hog/api-mail": "0.0.9",
-    "@hed-hog/api": "0.0.6",
-    "@hed-hog/core": "0.0.304",
     "@hed-hog/api-pagination": "0.0.7"
   },
   "exports": {

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

@@ -1,5 +1,6 @@
 import { Type } from 'class-transformer';
 import {
+  IsArray,
   IsEmail,
   IsIn,
   IsInt,
@@ -7,8 +8,14 @@ import {
   IsOptional,
   IsString,
   MaxLength,
+  ValidateNested,
 } from 'class-validator';
 import { PersonStatus } from './create.dto';
+import {
+  UpdateAllAddressDTO,
+  UpdateAllContactDTO,
+  UpdateAllDocumentDTO,
+} from './update.dto';
 
 export const ACCOUNT_LIFECYCLE_STAGES = [
   'prospect',
@@ -95,6 +102,30 @@ export class CreateAccountDTO {
   @IsString()
   @MaxLength(2)
   state?: string | null;
+
+  @IsOptional()
+  @IsArray()
+  @Type(() => Number)
+  @IsInt({ each: true })
+  collaborator_person_ids?: number[];
+
+  @IsOptional()
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => UpdateAllContactDTO)
+  contacts?: UpdateAllContactDTO[];
+
+  @IsOptional()
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => UpdateAllAddressDTO)
+  addresses?: UpdateAllAddressDTO[];
+
+  @IsOptional()
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => UpdateAllDocumentDTO)
+  documents?: UpdateAllDocumentDTO[];
 }
 
 export class UpdateAccountDTO extends CreateAccountDTO {}

package/src/person/dto/import-preview.dto.ts

@@ -0,0 +1,6 @@
+export class ImportPreviewResponseDTO {
+  fileName: string;
+  totalEstimated: number;
+  columns: string[];
+  preview: Record<string, string>[];
+}

package/src/person/dto/import.dto.ts

@@ -0,0 +1,61 @@
+import { IsNumber, IsObject, IsOptional } from 'class-validator';
+
+export class ImportPersonDTO {
+  @IsObject()
+  mapping: Record<string, string>;
+
+  @IsOptional()
+  @IsNumber()
+  company_id?: number;
+}
+
+export type CrmImportField =
+  | 'name'
+  | 'type'
+  | 'status'
+  | 'email'
+  | 'phone'
+  | 'mobile'
+  | 'cpf'
+  | 'cnpj'
+  | 'job_title'
+  | 'company_name'
+  | 'trade_name'
+  | 'website'
+  | 'notes'
+  | 'source'
+  | 'address_street'
+  | 'address_city'
+  | 'address_state'
+  | 'address_zip'
+  | 'address_country'
+  | '_ignore';
+
+export const CRM_IMPORT_FIELDS: CrmImportField[] = [
+  'name',
+  'type',
+  'status',
+  'email',
+  'phone',
+  'mobile',
+  'cpf',
+  'cnpj',
+  'job_title',
+  'company_name',
+  'trade_name',
+  'website',
+  'notes',
+  'source',
+  'address_street',
+  'address_city',
+  'address_state',
+  'address_zip',
+  'address_country',
+  '_ignore',
+];
+
+export class ImportPersonResponseDTO {
+  imported: number;
+  skipped: number;
+  errors: Array<{ row: number; message: string }>;
+}

package/src/person/person.controller.ts

@@ -2,19 +2,23 @@ import { DeleteDTO, Public, Role, User } from '@hed-hog/api';
 import { Locale } from '@hed-hog/api-locale';
 import { Pagination } from '@hed-hog/api-pagination';
 import {
-    Body,
-    Controller,
-    Delete,
-    Get,
-    Inject,
-    Param,
-    ParseIntPipe,
-    Patch,
-    Post,
-    Query,
-    Res,
-    forwardRef
+  BadRequestException,
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Inject,
+  Param,
+  ParseIntPipe,
+  Patch,
+  Post,
+  Query,
+  Res,
+  UploadedFile,
+  UseInterceptors,
+  forwardRef
 } from '@nestjs/common';
+import { FileInterceptor } from '@nestjs/platform-express';
 import { Response } from 'express';
 import {
   AccountListQueryDTO,
@@ -37,6 +41,24 @@ import { UpdateLifecycleStageDTO } from './dto/update-lifecycle-stage.dto';
 import { UpdateAllPersonDTO } from './dto/update.dto';
 import { PersonService } from './person.service';
 
+const CSV_FILE_FILTER = (
+  _req: any,
+  file: MulterFile,
+  cb: (error: Error | null, acceptFile: boolean) => void,
+) => {
+  const isAllowedMime = /text\/(csv|plain)/.test(file.mimetype) || file.mimetype === 'application/vnd.ms-excel';
+  const isAllowedExt = file.originalname.toLowerCase().endsWith('.csv');
+  if (!isAllowedMime && !isAllowedExt) {
+    return cb(new BadRequestException('Only CSV files are allowed'), false);
+  }
+  cb(null, true);
+};
+
+const CSV_UPLOAD_OPTIONS = {
+  limits: { fileSize: 10 * 1024 * 1024 }, // 10 MB
+  fileFilter: CSV_FILE_FILTER,
+};
+
 @Role()
 @Controller('person')
 export class PersonController {
@@ -196,6 +218,46 @@ export class PersonController {
     return this.personService.get(locale, id);
   }
 
+  @Post('import/preview')
+  @UseInterceptors(FileInterceptor('file', CSV_UPLOAD_OPTIONS))
+  async previewCsvImport(@UploadedFile() file: MulterFile) {
+    if (!file) {
+      throw new BadRequestException('No file uploaded');
+    }
+    return this.personService.previewCsvImport(file);
+  }
+
+  @Post('import')
+  @UseInterceptors(FileInterceptor('file', CSV_UPLOAD_OPTIONS))
+  async importFromCsv(
+    @UploadedFile() file: MulterFile,
+    @Body('mapping') mappingJson: string,
+    @Body('company_id') companyIdRaw: string,
+    @Locale() locale: string,
+    @User() user,
+  ) {
+    if (!file) {
+      throw new BadRequestException('No file uploaded');
+    }
+
+    let mapping: Record<string, string>;
+    try {
+      mapping = JSON.parse(mappingJson);
+    } catch {
+      throw new BadRequestException('Invalid mapping JSON');
+    }
+
+    const companyId = companyIdRaw ? Number(companyIdRaw) : undefined;
+
+    return this.personService.importFromCsv(
+      file,
+      mapping,
+      Number.isNaN(companyId) ? undefined : companyId,
+      locale,
+      Number(user?.id || 0),
+    );
+  }
+
   @Post()
   async create(@Body() data: CreateDTO, @Locale() locale: string) {
     return this.personService.create(data, locale);