@objectql/create 1.0.0

package/templates/enterprise/src/modules/crm/crm_contact.object.yml

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+label: Contact
+description: Individual contact person
+icon: user-line
+
+fields:
+  first_name:
+    type: text
+    required: true
+    label: First Name
+    index: true
+  
+  last_name:
+    type: text
+    required: true
+    label: Last Name
+    index: true
+  
+  full_name:
+    type: formula
+    formula: "CONCAT(first_name, ' ', last_name)"
+    label: Full Name
+  
+  email:
+    type: text
+    label: Email
+    unique: true
+    index: true
+  
+  phone:
+    type: text
+    label: Phone
+  
+  mobile:
+    type: text
+    label: Mobile
+  
+  title:
+    type: text
+    label: Job Title
+    index: true
+  
+  department:
+    type: text
+    label: Department
+  
+  account:
+    type: lookup
+    reference_to: crm_account
+    label: Account
+    required: true
+    index: true
+  
+  owner:
+    type: lookup
+    reference_to: user
+    label: Contact Owner
+    index: true
+  
+  lead_source:
+    type: select
+    options:
+      - web
+      - referral
+      - trade_show
+      - partner
+      - other
+    label: Lead Source
+    index: true
+  
+  linkedin_url:
+    type: url
+    label: LinkedIn Profile
+  
+  description:
+    type: textarea
+    label: Notes
+  
+  status:
+    type: select
+    options:
+      - active
+      - inactive
+    defaultValue: active
+    index: true
+
+indexes:
+  # For account contact lookup
+  account_status_idx:
+    fields: [account, status]
+  
+  # For owner queries
+  owner_account_idx:
+    fields: [owner, account]
+  
+  # For name search
+  name_idx:
+    fields: [last_name, first_name]
+
+ai:
+  search:
+    enabled: true
+    fields: [first_name, last_name, email, title]
+    model: text-embedding-3-small

package/templates/enterprise/src/modules/crm/crm_lead.object.yml

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+label: Lead
+description: Potential sales lead
+icon: user-add-line
+
+fields:
+  first_name:
+    type: text
+    required: true
+    label: First Name
+    index: true
+  
+  last_name:
+    type: text
+    required: true
+    label: Last Name
+    index: true
+  
+  company:
+    type: text
+    label: Company
+    index: true
+  
+  title:
+    type: text
+    label: Job Title
+  
+  email:
+    type: text
+    label: Email
+    unique: true
+    index: true
+  
+  phone:
+    type: text
+    label: Phone
+  
+  status:
+    type: select
+    options:
+      - new
+      - contacted
+      - qualified
+      - unqualified
+      - converted
+    defaultValue: new
+    required: true
+    index: true
+  
+  lead_source:
+    type: select
+    options:
+      - web
+      - referral
+      - trade_show
+      - partner
+      - advertisement
+      - other
+    label: Lead Source
+    index: true
+  
+  rating:
+    type: select
+    options:
+      - hot
+      - warm
+      - cold
+    label: Lead Rating
+    index: true
+  
+  owner:
+    type: lookup
+    reference_to: user
+    label: Lead Owner
+    index: true
+  
+  industry:
+    type: select
+    options:
+      - technology
+      - finance
+      - healthcare
+      - manufacturing
+      - retail
+      - education
+      - other
+    label: Industry
+  
+  annual_revenue:
+    type: currency
+    label: Annual Revenue
+  
+  employees:
+    type: number
+    label: Number of Employees
+  
+  description:
+    type: textarea
+    label: Description
+  
+  converted_date:
+    type: datetime
+    label: Conversion Date
+  
+  converted_account:
+    type: lookup
+    reference_to: crm_account
+    label: Converted Account
+  
+  converted_contact:
+    type: lookup
+    reference_to: crm_contact
+    label: Converted Contact
+  
+  converted_opportunity:
+    type: lookup
+    reference_to: crm_opportunity
+    label: Converted Opportunity
+
+indexes:
+  # For lead pipeline
+  status_rating_idx:
+    fields: [status, rating]
+  
+  # For owner queries
+  owner_status_idx:
+    fields: [owner, status]
+  
+  # For source analysis
+  source_status_idx:
+    fields: [lead_source, status]
+
+actions:
+  convert:
+    type: record
+    label: Convert Lead
+    icon: arrow-right-circle-line
+    confirm_text: "Convert this lead to Account, Contact, and Opportunity?"
+    params:
+      create_opportunity:
+        type: boolean
+        label: Create Opportunity
+        defaultValue: true
+      opportunity_name:
+        type: text
+        label: Opportunity Name
+      opportunity_amount:
+        type: currency
+        label: Expected Amount

package/templates/enterprise/src/modules/crm/crm_opportunity.object.yml

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+label: Opportunity
+description: Sales opportunity or deal
+icon: currency-line
+
+fields:
+  name:
+    type: text
+    required: true
+    label: Opportunity Name
+    index: true
+  
+  account:
+    type: lookup
+    reference_to: crm_account
+    label: Account
+    required: true
+    index: true
+  
+  amount:
+    type: currency
+    label: Amount
+    required: true
+  
+  close_date:
+    type: date
+    label: Expected Close Date
+    required: true
+    index: true
+  
+  stage:
+    type: select
+    options:
+      - prospecting
+      - qualification
+      - proposal
+      - negotiation
+      - closed_won
+      - closed_lost
+    defaultValue: prospecting
+    required: true
+    index: true
+  
+  probability:
+    type: percent
+    label: Probability (%)
+    min: 0
+    max: 100
+  
+  type:
+    type: select
+    options:
+      - new_business
+      - existing_customer
+      - renewal
+    label: Opportunity Type
+    index: true
+  
+  lead_source:
+    type: select
+    options:
+      - web
+      - referral
+      - trade_show
+      - partner
+      - cold_call
+      - other
+    label: Lead Source
+    index: true
+  
+  owner:
+    type: lookup
+    reference_to: user
+    label: Opportunity Owner
+    required: true
+    index: true
+  
+  next_step:
+    type: text
+    label: Next Step
+  
+  description:
+    type: textarea
+    label: Description
+  
+  competitors:
+    type: textarea
+    label: Known Competitors
+
+indexes:
+  # For pipeline reports
+  stage_close_date_idx:
+    fields: [stage, close_date]
+  
+  # For owner queries
+  owner_stage_idx:
+    fields: [owner, stage]
+  
+  # For forecasting
+  close_date_amount_idx:
+    fields: [close_date, amount]
+  
+  # For account opportunity history
+  account_stage_idx:
+    fields: [account, stage]
+
+ai:
+  search:
+    enabled: true
+    fields: [name, description, next_step]
+    model: text-embedding-3-small
+
+actions:
+  mark_won:
+    type: record
+    label: Mark as Won
+    icon: checkbox-circle-line
+    confirm_text: "Mark this opportunity as won?"
+  
+  mark_lost:
+    type: record
+    label: Mark as Lost
+    icon: close-circle-line
+    confirm_text: "Mark this opportunity as lost?"
+    params:
+      reason:
+        type: textarea
+        label: Loss Reason
+        required: true

package/templates/enterprise/src/modules/crm/i18n/en/crm.json

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+{
+  "crm_account": {
+    "label": "Account",
+    "fields": {
+      "name": "Account Name",
+      "account_number": "Account Number",
+      "type": "Account Type",
+      "industry": "Industry",
+      "annual_revenue": "Annual Revenue",
+      "employees": "Number of Employees",
+      "website": "Website",
+      "phone": "Phone",
+      "billing_address": "Billing Address",
+      "shipping_address": "Shipping Address",
+      "owner": "Account Owner",
+      "parent_account": "Parent Account",
+      "description": "Description",
+      "status": "Status"
+    },
+    "options": {
+      "type": {
+        "customer": "Customer",
+        "prospect": "Prospect",
+        "partner": "Partner",
+        "competitor": "Competitor"
+      }
+    }
+  },
+  "crm_contact": {
+    "label": "Contact",
+    "fields": {
+      "first_name": "First Name",
+      "last_name": "Last Name",
+      "full_name": "Full Name",
+      "email": "Email",
+      "phone": "Phone",
+      "mobile": "Mobile",
+      "title": "Job Title",
+      "department": "Department",
+      "account": "Account",
+      "owner": "Contact Owner"
+    }
+  },
+  "crm_opportunity": {
+    "label": "Opportunity",
+    "fields": {
+      "name": "Opportunity Name",
+      "account": "Account",
+      "amount": "Amount",
+      "close_date": "Expected Close Date",
+      "stage": "Stage",
+      "probability": "Probability (%)",
+      "type": "Opportunity Type",
+      "owner": "Opportunity Owner"
+    },
+    "actions": {
+      "mark_won": "Mark as Won",
+      "mark_lost": "Mark as Lost"
+    }
+  }
+}

package/templates/enterprise/src/modules/crm/i18n/zh-CN/crm.json

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+{
+  "crm_account": {
+    "label": "客户",
+    "fields": {
+      "name": "客户名称",
+      "account_number": "客户编号",
+      "type": "客户类型",
+      "industry": "行业",
+      "annual_revenue": "年收入",
+      "employees": "员工人数",
+      "website": "网站",
+      "phone": "电话",
+      "billing_address": "账单地址",
+      "shipping_address": "送货地址",
+      "owner": "客户负责人",
+      "parent_account": "上级客户",
+      "description": "描述",
+      "status": "状态"
+    },
+    "options": {
+      "type": {
+        "customer": "客户",
+        "prospect": "潜在客户",
+        "partner": "合作伙伴",
+        "competitor": "竞争对手"
+      }
+    }
+  },
+  "crm_contact": {
+    "label": "联系人",
+    "fields": {
+      "first_name": "名字",
+      "last_name": "姓氏",
+      "full_name": "全名",
+      "email": "电子邮件",
+      "phone": "电话",
+      "mobile": "手机",
+      "title": "职位",
+      "department": "部门",
+      "account": "客户",
+      "owner": "联系人负责人"
+    }
+  },
+  "crm_opportunity": {
+    "label": "商机",
+    "fields": {
+      "name": "商机名称",
+      "account": "客户",
+      "amount": "金额",
+      "close_date": "预期成交日期",
+      "stage": "阶段",
+      "probability": "成功概率 (%)",
+      "type": "商机类型",
+      "owner": "商机负责人"
+    },
+    "actions": {
+      "mark_won": "标记为已赢",
+      "mark_lost": "标记为已失"
+    }
+  }
+}

package/templates/enterprise/src/modules/crm/index.ts

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+/**
+ * CRM Module - Customer Relationship Management
+ * 
+ * Exports all CRM objects, actions, and hooks
+ */
+
+// Re-export all CRM objects
+// In a real implementation, these would be loaded from .object.yml files
+
+export const CRM_OBJECTS = [
+  'crm_account',
+  'crm_contact',
+  'crm_opportunity',
+  'crm_lead',
+] as const;
+
+export type CRMObject = typeof CRM_OBJECTS[number];
+
+/**
+ * Module metadata
+ */
+export const CRM_MODULE = {
+  name: 'crm',
+  label: 'Customer Relationship Management',
+  description: 'Manage customers, contacts, and sales opportunities',
+  version: '1.0.0',
+  objects: CRM_OBJECTS,
+  icon: 'briefcase-line',
+} as const;

package/templates/enterprise/src/modules/finance/README.md

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+# Finance Module
+
+## Overview
+The Finance & Accounting module handles invoicing, payments, expenses, and budget management.
+
+## Objects
+
+### finance_invoice
+Customer invoices and billing.
+
+**Key Features:**
+- Multiple payment statuses (draft, sent, paid, overdue)
+- Multi-currency support
+- Payment terms configuration
+- Automatic balance calculation
+
+### finance_payment
+Payment transaction records linked to invoices.
+
+**Key Features:**
+- Multiple payment methods
+- Transaction reference tracking
+- Status workflow (pending, completed, failed, refunded)
+
+### finance_expense
+Employee expense reports and reimbursements.
+
+**Key Features:**
+- Category-based classification
+- Receipt attachment support
+- Approval workflow
+- Department and project allocation
+
+### finance_budget
+Department and project budgets.
+
+**Key Features:**
+- Fiscal year planning
+- Period-based budgets (annual/quarterly/monthly)
+- Spent vs. allocated tracking
+- Category breakdowns
+
+## Relationships
+
+```
+Invoice <--has many-- Payment
+Account <--has many-- Invoice
+Account <--has many-- Payment
+Employee --submits--> Expense
+Department <--has-- Budget
+Project <--has-- Budget
+```
+
+## Team Ownership
+**Owner:** Finance Team
+**Primary Contact:** finance-team@example.com
+
+## Dependencies
+- **Core Objects:** `user` (for approvals)
+- **Cross-Module:** `crm_account` (invoices), `hr_employee` (expenses), `hr_department` (budgets), `project_project` (budgets)
+
+## Custom Actions
+- `Invoice.send` - Send invoice to customer
+- `Invoice.mark_paid` - Mark invoice as paid
+- `Expense.submit` - Submit for approval
+- `Expense.approve` - Approve expense
+- `Expense.reject` - Reject expense
+- `Expense.reimburse` - Mark as reimbursed
+
+## Indexes Strategy
+- Account-based indexes for customer financial history
+- Date-based indexes for aging reports and period analysis
+- Status indexes for workflow management
+- Category indexes for expense analysis
+
+## Usage Examples
+
+### Find overdue invoices
+```typescript
+const overdueInvoices = await app.find({
+  object: 'finance_invoice',
+  filters: [
+    ['due_date', '<', new Date()],
+    'and',
+    ['status', 'not in', ['paid', 'cancelled']]
+  ],
+  sort: [['due_date', 'asc']]
+});
+```
+
+### Get pending expense approvals
+```typescript
+const pendingExpenses = await app.find({
+  object: 'finance_expense',
+  filters: [
+    ['status', '=', 'submitted']
+  ],
+  sort: [['expense_date', 'desc']]
+});
+```
+
+### Budget utilization report
+```typescript
+const budgets = await app.find({
+  object: 'finance_budget',
+  filters: [
+    ['fiscal_year', '=', currentYear],
+    'and',
+    ['status', '=', 'active']
+  ]
+});
+```