@objectql/create 4.0.1 → 4.0.2

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

@@ -1,7 +1,18 @@
+# File: crm_lead.object.yml
+# Object name is inferred from filename as 'crm_lead'
 label: Lead
 description: Potential sales lead
 icon: user-add-line
 
+ai_context:
+  intent: "Track and qualify potential sales opportunities from new prospects"
+  domain: customer_relationship_management
+  aliases: [lead, prospect, sales lead]
+  common_queries:
+    - "Show new leads by source"
+    - "Find qualified leads by industry"
+    - "List hot leads for my team"
+
 fields:
   first_name:
     type: text
@@ -36,54 +47,95 @@ fields:
   
   status:
     type: select
+    label: Lead Status
     options:
-      - new
-      - contacted
-      - qualified
-      - unqualified
-      - converted
+      - label: New
+        value: new
+      - label: Contacted
+        value: contacted
+      - label: Qualified
+        value: qualified
+      - label: Unqualified
+        value: unqualified
+      - label: Converted
+        value: converted
     defaultValue: new
     required: true
     index: true
+    ai_context:
+      intent: "Current stage in lead qualification process"
+      is_state_machine: true
+      transitions:
+        new: [contacted, unqualified]
+        contacted: [qualified, unqualified]
+        qualified: [converted, unqualified]
+        unqualified: [contacted]
+        converted: []
   
   lead_source:
     type: select
     options:
-      - web
-      - referral
-      - trade_show
-      - partner
-      - advertisement
-      - other
+      - label: Web
+        value: web
+      - label: Referral
+        value: referral
+      - label: Trade Show
+        value: trade_show
+      - label: Partner
+        value: partner
+      - label: Advertisement
+        value: advertisement
+      - label: Other
+        value: other
     label: Lead Source
     index: true
+    ai_context:
+      intent: "Original source of the lead for campaign attribution"
   
   rating:
     type: select
     options:
-      - hot
-      - warm
-      - cold
+      - label: Hot
+        value: hot
+      - label: Warm
+        value: warm
+      - label: Cold
+        value: cold
     label: Lead Rating
     index: true
+    ai_context:
+      intent: "Engagement level and conversion potential"
+      selection_guidance: "Hot for high-interest prospects; Warm for engaged; Cold for low priority"
   
   owner:
     type: lookup
     reference_to: user
     label: Lead Owner
     index: true
+    ai_context:
+      intent: "Sales representative responsible for qualifying this lead"
+      semantic_type: ownership
   
   industry:
     type: select
     options:
-      - technology
-      - finance
-      - healthcare
-      - manufacturing
-      - retail
-      - education
-      - other
+      - label: Technology
+        value: technology
+      - label: Finance
+        value: finance
+      - label: Healthcare
+        value: healthcare
+      - label: Manufacturing
+        value: manufacturing
+      - label: Retail
+        value: retail
+      - label: Education
+        value: education
+      - label: Other
+        value: other
     label: Industry
+    ai_context:
+      intent: "Industry sector for lead segmentation"
   
   annual_revenue:
     type: currency
@@ -105,16 +157,25 @@ fields:
     type: lookup
     reference_to: crm_account
     label: Converted Account
+    ai_context:
+      intent: "Account created from lead conversion"
+      semantic_type: association
   
   converted_contact:
     type: lookup
     reference_to: crm_contact
     label: Converted Contact
+    ai_context:
+      intent: "Contact created from lead conversion"
+      semantic_type: association
   
   converted_opportunity:
     type: lookup
     reference_to: crm_opportunity
     label: Converted Opportunity
+    ai_context:
+      intent: "Opportunity created from lead conversion"
+      semantic_type: association
 
 indexes:
   # For lead pipeline

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

@@ -1,13 +1,26 @@
+# File: crm_opportunity.object.yml
+# Object name is inferred from filename as 'crm_opportunity'
 label: Opportunity
 description: Sales opportunity or deal
 icon: currency-line
 
+ai_context:
+  intent: "Track and manage active sales opportunities through the pipeline"
+  domain: customer_relationship_management
+  aliases: [opportunity, deal, sales opportunity]
+  common_queries:
+    - "Show my open opportunities"
+    - "Find opportunities closing this quarter"
+    - "List high-value deals by stage"
+
 fields:
   name:
     type: text
     required: true
     label: Opportunity Name
     index: true
+    ai_context:
+      intent: "Descriptive name of the sales opportunity"
   
   account:
     type: lookup
@@ -15,6 +28,9 @@ fields:
     label: Account
     required: true
     index: true
+    ai_context:
+      intent: "Customer organization for this opportunity"
+      semantic_type: hierarchy
   
   amount:
     type: currency
@@ -29,16 +45,33 @@ fields:
   
   stage:
     type: select
+    label: Sales Stage
     options:
-      - prospecting
-      - qualification
-      - proposal
-      - negotiation
-      - closed_won
-      - closed_lost
+      - label: Prospecting
+        value: prospecting
+      - label: Qualification
+        value: qualification
+      - label: Proposal
+        value: proposal
+      - label: Negotiation
+        value: negotiation
+      - label: Closed Won
+        value: closed_won
+      - label: Closed Lost
+        value: closed_lost
     defaultValue: prospecting
     required: true
     index: true
+    ai_context:
+      intent: "Current stage in the sales pipeline"
+      is_state_machine: true
+      transitions:
+        prospecting: [qualification, closed_lost]
+        qualification: [proposal, closed_lost]
+        proposal: [negotiation, closed_lost]
+        negotiation: [closed_won, closed_lost]
+        closed_won: []
+        closed_lost: []
   
   probability:
     type: percent
@@ -49,23 +82,37 @@ fields:
   type:
     type: select
     options:
-      - new_business
-      - existing_customer
-      - renewal
+      - label: New Business
+        value: new_business
+      - label: Existing Customer
+        value: existing_customer
+      - label: Renewal
+        value: renewal
     label: Opportunity Type
     index: true
+    ai_context:
+      intent: "Categorize revenue type for forecasting"
+      selection_guidance: "New Business for new customers; Renewal for contract renewals"
   
   lead_source:
     type: select
     options:
-      - web
-      - referral
-      - trade_show
-      - partner
-      - cold_call
-      - other
+      - label: Web
+        value: web
+      - label: Referral
+        value: referral
+      - label: Trade Show
+        value: trade_show
+      - label: Partner
+        value: partner
+      - label: Cold Call
+        value: cold_call
+      - label: Other
+        value: other
     label: Lead Source
     index: true
+    ai_context:
+      intent: "Original source for ROI tracking"
   
   owner:
     type: lookup
@@ -73,6 +120,9 @@ fields:
     label: Opportunity Owner
     required: true
     index: true
+    ai_context:
+      intent: "Sales representative managing this opportunity"
+      semantic_type: ownership
   
   next_step:
     type: text

package/templates/enterprise/src/modules/finance/finance_budget.object.yml

@@ -1,13 +1,26 @@
+# File: finance_budget.object.yml
+# Object name is inferred from filename as 'finance_budget'
 label: Budget
 description: Department or project budget
 icon: pie-chart-line
 
+ai_context:
+  intent: "Track and manage departmental and project budgets"
+  domain: financial_management
+  aliases: [budget, allocation, financial plan]
+  common_queries:
+    - "Show budgets by fiscal year"
+    - "Find department budgets with remaining balance"
+    - "List active budgets by category"
+
 fields:
   name:
     type: text
     required: true
     label: Budget Name
     index: true
+    ai_context:
+      intent: "Descriptive name of the budget"
   
   fiscal_year:
     type: number
@@ -18,38 +31,63 @@ fields:
   period:
     type: select
     options:
-      - annual
-      - quarterly
-      - monthly
+      - label: Annual
+        value: annual
+      - label: Quarterly
+        value: quarterly
+      - label: Monthly
+        value: monthly
     defaultValue: annual
     index: true
+    ai_context:
+      intent: "Budget period duration for planning cycles"
+      selection_guidance: "Annual for yearly planning; Quarterly for shorter cycles"
   
   department:
     type: lookup
     reference_to: hr_department
     label: Department
     index: true
+    ai_context:
+      intent: "Department this budget is allocated to"
+      semantic_type: association
   
   project:
     type: lookup
     reference_to: project_project
     label: Project
     index: true
+    ai_context:
+      intent: "Project this budget is allocated to"
+      semantic_type: association
   
   category:
     type: select
     options:
-      - travel
-      - meals
-      - office_supplies
-      - software
-      - marketing
-      - utilities
-      - rent
-      - training
-      - salaries
-      - other
+      - label: Travel
+        value: travel
+      - label: Meals
+        value: meals
+      - label: Office Supplies
+        value: office_supplies
+      - label: Software
+        value: software
+      - label: Marketing
+        value: marketing
+      - label: Utilities
+        value: utilities
+      - label: Rent
+        value: rent
+      - label: Training
+        value: training
+      - label: Salaries
+        value: salaries
+      - label: Other
+        value: other
     index: true
+    ai_context:
+      intent: "Expense category for budget allocation"
+      selection_guidance: "Match to common expense categories for tracking"
   
   allocated_amount:
     type: currency
@@ -79,16 +117,29 @@ fields:
   status:
     type: select
     options:
-      - draft
-      - active
-      - closed
+      - label: Draft
+        value: draft
+      - label: Active
+        value: active
+      - label: Closed
+        value: closed
     defaultValue: draft
     index: true
+    ai_context:
+      intent: "Current state of budget lifecycle"
+      is_state_machine: true
+      transitions:
+        draft: [active]
+        active: [closed]
+        closed: []
   
   owner:
     type: lookup
     reference_to: user
     label: Budget Owner
+    ai_context:
+      intent: "Person responsible for managing this budget"
+      semantic_type: ownership
   
   notes:
     type: textarea

package/templates/enterprise/src/modules/finance/finance_expense.object.yml

@@ -1,7 +1,18 @@
+# File: finance_expense.object.yml
+# Object name is inferred from filename as 'finance_expense'
 label: Expense
 description: Company expense record
 icon: wallet-line
 
+ai_context:
+  intent: "Track and manage employee expense claims and reimbursements"
+  domain: financial_management
+  aliases: [expense, expense claim, reimbursement]
+  common_queries:
+    - "Show pending expense approvals"
+    - "Find expenses by employee"
+    - "List expenses by category and date"
+
 fields:
   expense_number:
     type: text
@@ -16,6 +27,9 @@ fields:
     label: Employee
     required: true
     index: true
+    ai_context:
+      intent: "Employee who incurred this expense"
+      semantic_type: association
   
   expense_date:
     type: date
@@ -26,17 +40,29 @@ fields:
   category:
     type: select
     options:
-      - travel
-      - meals
-      - office_supplies
-      - software
-      - marketing
-      - utilities
-      - rent
-      - training
-      - other
+      - label: Travel
+        value: travel
+      - label: Meals
+        value: meals
+      - label: Office Supplies
+        value: office_supplies
+      - label: Software
+        value: software
+      - label: Marketing
+        value: marketing
+      - label: Utilities
+        value: utilities
+      - label: Rent
+        value: rent
+      - label: Training
+        value: training
+      - label: Other
+        value: other
     required: true
     index: true
+    ai_context:
+      intent: "Expense category for budget tracking"
+      selection_guidance: "Choose category matching budget allocations"
   
   amount:
     type: currency
@@ -46,12 +72,19 @@ fields:
   currency:
     type: select
     options:
-      - USD
-      - EUR
-      - GBP
-      - CNY
-      - JPY
+      - label: USD
+        value: USD
+      - label: EUR
+        value: EUR
+      - label: GBP
+        value: GBP
+      - label: CNY
+        value: CNY
+      - label: JPY
+        value: JPY
     defaultValue: USD
+    ai_context:
+      intent: "Currency for international expense handling"
   
   merchant:
     type: text
@@ -69,19 +102,36 @@ fields:
   status:
     type: select
     options:
-      - draft
-      - submitted
-      - approved
-      - rejected
-      - reimbursed
+      - label: Draft
+        value: draft
+      - label: Submitted
+        value: submitted
+      - label: Approved
+        value: approved
+      - label: Rejected
+        value: rejected
+      - label: Reimbursed
+        value: reimbursed
     defaultValue: draft
     required: true
     index: true
+    ai_context:
+      intent: "Current approval and payment state"
+      is_state_machine: true
+      transitions:
+        draft: [submitted]
+        submitted: [approved, rejected]
+        approved: [reimbursed]
+        rejected: [draft]
+        reimbursed: []
   
   approved_by:
     type: lookup
     reference_to: user
     label: Approved By
+    ai_context:
+      intent: "Manager who approved this expense"
+      semantic_type: association
   
   approved_at:
     type: datetime
@@ -96,11 +146,17 @@ fields:
     reference_to: hr_department
     label: Department
     index: true
+    ai_context:
+      intent: "Department to charge this expense to"
+      semantic_type: association
   
   project:
     type: lookup
     reference_to: project_project
     label: Related Project
+    ai_context:
+      intent: "Project to charge this expense to"
+      semantic_type: association
 
 indexes:
   # For employee expense lookup

package/templates/enterprise/src/modules/finance/finance_invoice.object.yml

@@ -1,7 +1,18 @@
+# File: finance_invoice.object.yml
+# Object name is inferred from filename as 'finance_invoice'
 label: Invoice
 description: Customer invoice
 icon: file-text-line
 
+ai_context:
+  intent: "Manage customer invoices and payment tracking"
+  domain: financial_management
+  aliases: [invoice, bill, statement]
+  common_queries:
+    - "Show unpaid invoices"
+    - "Find overdue invoices by customer"
+    - "List invoices by status and due date"
+
 fields:
   invoice_number:
     type: text
@@ -16,6 +27,9 @@ fields:
     label: Customer Account
     required: true
     index: true
+    ai_context:
+      intent: "Customer being invoiced"
+      semantic_type: association
   
   invoice_date:
     type: date
@@ -61,36 +75,67 @@ fields:
   status:
     type: select
     options:
-      - draft
-      - sent
-      - partial_paid
-      - paid
-      - overdue
-      - cancelled
+      - label: Draft
+        value: draft
+      - label: Sent
+        value: sent
+      - label: Partially Paid
+        value: partial_paid
+      - label: Paid
+        value: paid
+      - label: Overdue
+        value: overdue
+      - label: Cancelled
+        value: cancelled
     defaultValue: draft
     required: true
     index: true
+    ai_context:
+      intent: "Current payment and delivery status"
+      is_state_machine: true
+      transitions:
+        draft: [sent, cancelled]
+        sent: [partial_paid, paid, overdue, cancelled]
+        partial_paid: [paid, overdue]
+        paid: []
+        overdue: [partial_paid, paid]
+        cancelled: []
   
   payment_terms:
     type: select
     options:
-      - net_15
-      - net_30
-      - net_60
-      - net_90
-      - due_on_receipt
+      - label: Net 15
+        value: net_15
+      - label: Net 30
+        value: net_30
+      - label: Net 60
+        value: net_60
+      - label: Net 90
+        value: net_90
+      - label: Due on Receipt
+        value: due_on_receipt
     label: Payment Terms
+    ai_context:
+      intent: "Payment due date terms"
+      selection_guidance: "Net 30 is standard; adjust based on customer agreement"
   
   currency:
     type: select
     options:
-      - USD
-      - EUR
-      - GBP
-      - CNY
-      - JPY
+      - label: USD
+        value: USD
+      - label: EUR
+        value: EUR
+      - label: GBP
+        value: GBP
+      - label: CNY
+        value: CNY
+      - label: JPY
+        value: JPY
     defaultValue: USD
     index: true
+    ai_context:
+      intent: "Invoice currency for international transactions"
   
   billing_address:
     type: textarea