@nextsparkjs/theme-crm 0.1.0-beta.18 → 0.1.0-beta.180

package/config/app.config.ts

@@ -64,11 +64,10 @@ export const APP_CONFIG_OVERRIDES = {
   // =============================================================================
   api: {
     cors: {
-      allowedOrigins: {
-        development: [
-          'http://localhost:3000',
-          'http://localhost:5173',
-        ],
+      // Theme-specific CORS origins (extends core defaults, does not replace)
+      // No additional origins needed for CRM theme - uses core defaults
+      additionalOrigins: {
+        development: [],
         production: [],
       },
     },

package/config/billing.config.ts

@@ -103,8 +103,7 @@ export const billingConfig: BillingConfig = {
         api_calls: 1000,
         storage_gb: 1,
       },
-      stripePriceIdMonthly: null,
-      stripePriceIdYearly: null,
+      providerPriceIds: { monthly: null, yearly: null },
     },
     {
       slug: 'pro',
@@ -132,9 +131,8 @@ export const billingConfig: BillingConfig = {
         api_calls: 100000,
         storage_gb: 25,
       },
-      // Configure these in Stripe Dashboard
-      stripePriceIdMonthly: 'price_crm_pro_monthly',
-      stripePriceIdYearly: 'price_crm_pro_yearly',
+      // Configure price IDs in your payment provider dashboard
+      providerPriceIds: { monthly: 'price_crm_pro_monthly', yearly: 'price_crm_pro_yearly' },
     },
     {
       slug: 'enterprise',
@@ -152,8 +150,7 @@ export const billingConfig: BillingConfig = {
         api_calls: -1,
         storage_gb: -1,
       },
-      stripePriceIdMonthly: null,
-      stripePriceIdYearly: null,
+      providerPriceIds: { monthly: null, yearly: null },
     },
   ],
 

package/config/dashboard.config.ts

@@ -53,6 +53,19 @@ export const DASHBOARD_CONFIG = {
     devtoolsAccess: {
       enabled: true,
     },
+    /**
+     * Settings menu dropdown (gear icon)
+     */
+    settingsMenu: {
+      enabled: true,
+      links: [
+        {
+          label: 'navigation.patterns',
+          href: '/dashboard/patterns',
+          icon: 'layers',
+        },
+      ],
+    },
     userMenu: {
       enabled: true,
       showAvatar: true,

package/config/permissions.config.ts

@@ -151,6 +151,17 @@ export const PERMISSIONS_CONFIG_OVERRIDES: ThemePermissionsConfig = {
       { action: 'update', label: 'Edit pipelines', description: 'Can modify pipeline stages', roles: ['owner'] },
       { action: 'delete', label: 'Delete pipelines', description: 'Can delete pipelines', roles: ['owner'], dangerous: true },
     ],
+
+    // ------------------------------------------
+    // PATTERNS
+    // ------------------------------------------
+    patterns: [
+      { action: 'create', label: 'Create Patterns', description: 'Can create reusable patterns', roles: ['owner', 'admin'] },
+      { action: 'read', label: 'View Patterns', description: 'Can view pattern details', roles: ['owner', 'admin', 'member', 'viewer'] },
+      { action: 'list', label: 'List Patterns', description: 'Can see the patterns list', roles: ['owner', 'admin', 'member', 'viewer'] },
+      { action: 'update', label: 'Edit Patterns', description: 'Can modify patterns', roles: ['owner', 'admin'] },
+      { action: 'delete', label: 'Delete Patterns', description: 'Can delete patterns', roles: ['owner', 'admin'], dangerous: true },
+    ],
   },
 
   // ==========================================

package/entities/activities/api/docs.md

@@ -0,0 +1,146 @@
+# Activities API
+
+Manage tasks and activities related to CRM records. Activities track calls, emails, meetings, and other interactions with contacts, companies, and opportunities.
+
+## Overview
+
+The Activities API allows you to create, read, update, and delete activity records. Activities help teams track their interactions and tasks across all CRM entities.
+
+## Authentication
+
+All endpoints require authentication via:
+- **Session cookie** (for browser-based requests)
+- **API Key** header (for server-to-server requests)
+
+## Endpoints
+
+### List Activities
+`GET /api/v1/activities`
+
+Returns a paginated list of activities.
+
+**Query Parameters:**
+- `limit` (number, optional): Maximum records to return. Default: 20
+- `offset` (number, optional): Number of records to skip. Default: 0
+- `type` (string, optional): Filter by type (call, email, meeting, task, note, demo, presentation)
+- `status` (string, optional): Filter by status (scheduled, in_progress, completed, cancelled, overdue)
+- `contactId` (string, optional): Filter by contact
+- `companyId` (string, optional): Filter by company
+- `opportunityId` (string, optional): Filter by opportunity
+- `search` (string, optional): Search by subject
+- `sortBy` (string, optional): Field to sort by
+- `sortOrder` (string, optional): Sort direction (asc, desc)
+
+**Example Response:**
+```json
+{
+  "data": [
+    {
+      "id": "activity_abc123",
+      "type": "meeting",
+      "subject": "Product Demo",
+      "description": "Demo of new features",
+      "status": "scheduled",
+      "priority": "high",
+      "dueDate": "2024-01-20T14:00:00Z",
+      "duration": 60,
+      "location": "Zoom",
+      "contactId": "contact_456",
+      "companyId": "company_xyz",
+      "assignedTo": "user_789",
+      "createdAt": "2024-01-15T10:30:00Z"
+    }
+  ],
+  "pagination": {
+    "total": 156,
+    "limit": 20,
+    "offset": 0
+  }
+}
+```
+
+### Get Single Activity
+`GET /api/v1/activities/[id]`
+
+Returns a single activity by ID.
+
+### Create Activity
+`POST /api/v1/activities`
+
+Create a new activity record.
+
+**Request Body:**
+```json
+{
+  "type": "call",
+  "subject": "Follow-up call",
+  "description": "Discuss proposal",
+  "status": "scheduled",
+  "priority": "medium",
+  "dueDate": "2024-01-22T10:00:00Z",
+  "duration": 30,
+  "contactId": "contact_456"
+}
+```
+
+### Update Activity
+`PATCH /api/v1/activities/[id]`
+
+Update an existing activity. Supports partial updates.
+
+### Delete Activity
+`DELETE /api/v1/activities/[id]`
+
+Delete an activity record.
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| type | select | Yes | Type: call, email, meeting, task, note, demo, presentation |
+| subject | text | Yes | Activity subject or title |
+| description | textarea | No | Detailed description |
+| status | select | No | Status: scheduled, in_progress, completed, cancelled, overdue |
+| priority | select | No | Priority: low, medium, high, urgent |
+| dueDate | datetime | No | When activity is due |
+| completedAt | datetime | Auto | When activity was completed |
+| duration | number | No | Duration in minutes |
+| outcome | textarea | No | Activity outcome or result |
+| location | text | No | Location for meetings |
+| contactId | relation | No | Related contact (→ contacts) |
+| companyId | relation | No | Related company (→ companies) |
+| opportunityId | relation | No | Related opportunity (→ opportunities) |
+| assignedTo | user | No | User assigned |
+| createdAt | datetime | Auto | Creation timestamp |
+| updatedAt | datetime | Auto | Last update timestamp |
+
+## Relationships
+
+| Relation | Entity | Description |
+|----------|--------|-------------|
+| contactId | contacts | Related contact |
+| companyId | companies | Related company |
+| opportunityId | opportunities | Related opportunity |
+
+## Features
+
+- **Searchable**: subject, description, outcome, location
+- **Sortable**: Most fields
+- **Bulk Operations**: Supported
+- **Metadata**: Supported
+
+## Error Responses
+
+| Status | Description |
+|--------|-------------|
+| 400 | Bad Request - Invalid parameters |
+| 401 | Unauthorized - Missing or invalid auth |
+| 403 | Forbidden - Insufficient permissions |
+| 404 | Not Found - Activity doesn't exist |
+| 422 | Validation Error - Invalid data |
+
+## Related APIs
+
+- **[Contacts](/api/v1/contacts)** - Related contact
+- **[Companies](/api/v1/companies)** - Related company
+- **[Opportunities](/api/v1/opportunities)** - Related opportunity

package/entities/activities/api/presets.ts

@@ -0,0 +1,132 @@
+/**
+ * API Presets for Activities Entity
+ */
+
+import { defineApiEndpoint } from '@nextsparkjs/core/types/api-presets'
+
+export default defineApiEndpoint({
+  summary: 'Track calls, meetings, tasks, and emails',
+  presets: [
+    {
+      id: 'list-all',
+      title: 'List All Activities',
+      description: 'Get all activities with pagination',
+      method: 'GET',
+      params: {
+        limit: 20
+      },
+      tags: ['read', 'list']
+    },
+    {
+      id: 'list-upcoming',
+      title: 'List Upcoming',
+      description: 'Get scheduled activities sorted by due date',
+      method: 'GET',
+      params: {
+        status: 'scheduled',
+        sortBy: 'dueDate',
+        sortOrder: 'asc'
+      },
+      tags: ['read', 'filter', 'priority']
+    },
+    {
+      id: 'list-overdue',
+      title: 'List Overdue',
+      description: 'Get overdue activities',
+      method: 'GET',
+      params: {
+        status: 'overdue'
+      },
+      tags: ['read', 'filter', 'priority']
+    },
+    {
+      id: 'list-by-type',
+      title: 'List by Type',
+      description: 'Get activities of a specific type',
+      method: 'GET',
+      params: {
+        type: '{{type}}'
+      },
+      tags: ['read', 'filter']
+    },
+    {
+      id: 'list-by-contact',
+      title: 'List by Contact',
+      description: 'Get activities for a specific contact',
+      method: 'GET',
+      params: {
+        contactId: '{{contactId}}'
+      },
+      tags: ['read', 'filter']
+    },
+    {
+      id: 'list-by-company',
+      title: 'List by Company',
+      description: 'Get activities for a specific company',
+      method: 'GET',
+      params: {
+        companyId: '{{companyId}}'
+      },
+      tags: ['read', 'filter']
+    },
+    {
+      id: 'list-by-opportunity',
+      title: 'List by Opportunity',
+      description: 'Get activities for a specific opportunity',
+      method: 'GET',
+      params: {
+        opportunityId: '{{opportunityId}}'
+      },
+      tags: ['read', 'filter']
+    },
+    {
+      id: 'create-call',
+      title: 'Create Call',
+      description: 'Create a new call activity',
+      method: 'POST',
+      payload: {
+        type: 'call',
+        subject: 'Follow-up call',
+        status: 'scheduled',
+        priority: 'medium'
+      },
+      tags: ['write', 'create']
+    },
+    {
+      id: 'create-meeting',
+      title: 'Create Meeting',
+      description: 'Create a new meeting activity',
+      method: 'POST',
+      payload: {
+        type: 'meeting',
+        subject: 'Meeting',
+        status: 'scheduled',
+        duration: 60
+      },
+      tags: ['write', 'create']
+    },
+    {
+      id: 'mark-completed',
+      title: 'Mark Completed',
+      description: 'Mark an activity as completed',
+      method: 'PATCH',
+      pathParams: {
+        id: '{{id}}'
+      },
+      payload: {
+        status: 'completed'
+      },
+      tags: ['write', 'update']
+    },
+    {
+      id: 'delete-activity',
+      title: 'Delete Activity',
+      description: 'Delete an activity record',
+      method: 'DELETE',
+      pathParams: {
+        id: '{{id}}'
+      },
+      tags: ['write', 'delete']
+    }
+  ]
+})

package/entities/campaigns/api/docs.md

@@ -0,0 +1,140 @@
+# Campaigns API
+
+Manage marketing campaigns with budget tracking, lead generation metrics, and ROI analysis.
+
+## Overview
+
+The Campaigns API allows you to create, read, update, and delete campaign records. Campaigns track marketing efforts and their effectiveness in generating leads and revenue.
+
+## Authentication
+
+All endpoints require authentication via:
+- **Session cookie** (for browser-based requests)
+- **API Key** header (for server-to-server requests)
+
+## Endpoints
+
+### List Campaigns
+`GET /api/v1/campaigns`
+
+Returns a paginated list of campaigns.
+
+**Query Parameters:**
+- `limit` (number, optional): Maximum records to return. Default: 20
+- `offset` (number, optional): Number of records to skip. Default: 0
+- `type` (string, optional): Filter by type (email, social, event, webinar, advertising, content, other)
+- `status` (string, optional): Filter by status (planned, active, paused, completed, cancelled)
+- `search` (string, optional): Search by name, objective
+- `sortBy` (string, optional): Field to sort by
+- `sortOrder` (string, optional): Sort direction (asc, desc)
+
+**Example Response:**
+```json
+{
+  "data": [
+    {
+      "id": "campaign_abc123",
+      "name": "Q1 Email Campaign",
+      "type": "email",
+      "status": "active",
+      "objective": "Generate leads for new product launch",
+      "startDate": "2024-01-01",
+      "endDate": "2024-03-31",
+      "budget": 10000,
+      "actualCost": 7500,
+      "targetLeads": 500,
+      "actualLeads": 350,
+      "targetRevenue": 100000,
+      "actualRevenue": 75000,
+      "roi": 900,
+      "channel": "email",
+      "assignedTo": "user_456",
+      "createdAt": "2024-01-15T10:30:00Z"
+    }
+  ],
+  "pagination": {
+    "total": 15,
+    "limit": 20,
+    "offset": 0
+  }
+}
+```
+
+### Get Single Campaign
+`GET /api/v1/campaigns/[id]`
+
+Returns a single campaign by ID.
+
+### Create Campaign
+`POST /api/v1/campaigns`
+
+Create a new campaign record.
+
+**Request Body:**
+```json
+{
+  "name": "New Product Launch",
+  "type": "social",
+  "status": "planned",
+  "objective": "Create awareness for new product",
+  "startDate": "2024-04-01",
+  "endDate": "2024-05-31",
+  "budget": 15000,
+  "targetLeads": 300,
+  "channel": "social_media"
+}
+```
+
+### Update Campaign
+`PATCH /api/v1/campaigns/[id]`
+
+Update an existing campaign. Supports partial updates.
+
+### Delete Campaign
+`DELETE /api/v1/campaigns/[id]`
+
+Delete a campaign record.
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| name | text | Yes | Campaign name |
+| type | select | No | Type: email, social, event, webinar, advertising, content, other |
+| status | select | No | Status: planned, active, paused, completed, cancelled |
+| objective | text | No | Campaign objective |
+| description | textarea | No | Detailed campaign description |
+| startDate | date | Yes | Campaign start date |
+| endDate | date | Yes | Campaign end date |
+| budget | number | No | Campaign budget |
+| actualCost | number | No | Actual cost spent |
+| targetAudience | text | No | Target audience description |
+| targetLeads | number | No | Target number of leads |
+| actualLeads | number | No | Actual leads generated |
+| targetRevenue | number | No | Target revenue to generate |
+| actualRevenue | number | No | Actual revenue generated |
+| roi | number | Auto | Return on investment percentage |
+| channel | select | No | Main channel: email, social_media, web, print, tv, radio, other |
+| assignedTo | user | No | Campaign manager assigned |
+| createdAt | datetime | Auto | Creation timestamp |
+| updatedAt | datetime | Auto | Last update timestamp |
+
+## Features
+
+- **Searchable**: name, objective, description, target audience
+- **Sortable**: Most fields
+- **Metadata**: Supported
+
+## Error Responses
+
+| Status | Description |
+|--------|-------------|
+| 400 | Bad Request - Invalid parameters |
+| 401 | Unauthorized - Missing or invalid auth |
+| 403 | Forbidden - Insufficient permissions |
+| 404 | Not Found - Campaign doesn't exist |
+| 422 | Validation Error - Invalid data |
+
+## Related APIs
+
+- **[Leads](/api/v1/leads)** - Leads generated by campaigns

package/entities/campaigns/api/presets.ts

@@ -0,0 +1,147 @@
+/**
+ * API Presets for Campaigns Entity
+ */
+
+import { defineApiEndpoint } from '@nextsparkjs/core/types/api-presets'
+
+export default defineApiEndpoint({
+  summary: 'Manage marketing campaigns with budget and ROI tracking',
+  presets: [
+    {
+      id: 'list-all',
+      title: 'List All Campaigns',
+      description: 'Get all campaigns with pagination',
+      method: 'GET',
+      params: {
+        limit: 20
+      },
+      tags: ['read', 'list']
+    },
+    {
+      id: 'list-active',
+      title: 'List Active Campaigns',
+      description: 'Get all active campaigns',
+      method: 'GET',
+      params: {
+        status: 'active'
+      },
+      tags: ['read', 'filter']
+    },
+    {
+      id: 'list-planned',
+      title: 'List Planned Campaigns',
+      description: 'Get all planned campaigns',
+      method: 'GET',
+      params: {
+        status: 'planned'
+      },
+      tags: ['read', 'filter']
+    },
+    {
+      id: 'list-completed',
+      title: 'List Completed Campaigns',
+      description: 'Get all completed campaigns',
+      method: 'GET',
+      params: {
+        status: 'completed'
+      },
+      tags: ['read', 'filter']
+    },
+    {
+      id: 'list-by-type',
+      title: 'List by Type',
+      description: 'Get campaigns of a specific type',
+      method: 'GET',
+      params: {
+        type: '{{type}}'
+      },
+      tags: ['read', 'filter']
+    },
+    {
+      id: 'list-email',
+      title: 'List Email Campaigns',
+      description: 'Get all email campaigns',
+      method: 'GET',
+      params: {
+        type: 'email'
+      },
+      tags: ['read', 'filter']
+    },
+    {
+      id: 'search-by-name',
+      title: 'Search by Name',
+      description: 'Search campaigns by name',
+      method: 'GET',
+      params: {
+        search: '{{name}}'
+      },
+      tags: ['read', 'search']
+    },
+    {
+      id: 'create-campaign',
+      title: 'Create Campaign',
+      description: 'Create a new campaign',
+      method: 'POST',
+      payload: {
+        name: 'New Campaign',
+        type: 'email',
+        status: 'planned',
+        startDate: '2024-01-01',
+        endDate: '2024-03-31',
+        budget: 5000
+      },
+      tags: ['write', 'create']
+    },
+    {
+      id: 'update-metrics',
+      title: 'Update Metrics',
+      description: 'Update campaign performance metrics',
+      method: 'PATCH',
+      pathParams: {
+        id: '{{id}}'
+      },
+      payload: {
+        actualLeads: '{{leads}}',
+        actualRevenue: '{{revenue}}',
+        actualCost: '{{cost}}'
+      },
+      tags: ['write', 'update']
+    },
+    {
+      id: 'activate',
+      title: 'Activate Campaign',
+      description: 'Set campaign status to active',
+      method: 'PATCH',
+      pathParams: {
+        id: '{{id}}'
+      },
+      payload: {
+        status: 'active'
+      },
+      tags: ['write', 'update']
+    },
+    {
+      id: 'complete',
+      title: 'Complete Campaign',
+      description: 'Mark campaign as completed',
+      method: 'PATCH',
+      pathParams: {
+        id: '{{id}}'
+      },
+      payload: {
+        status: 'completed'
+      },
+      tags: ['write', 'update']
+    },
+    {
+      id: 'delete-campaign',
+      title: 'Delete Campaign',
+      description: 'Delete a campaign record',
+      method: 'DELETE',
+      pathParams: {
+        id: '{{id}}'
+      },
+      tags: ['write', 'delete']
+    }
+  ]
+})