@open-mercato/core 0.5.1-develop.2663.2c29774b5b → 0.5.1-develop.2681.c559bb2bc3
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.turbo/turbo-build.log +1 -1
- package/dist/generated/entities/action_log/index.js +8 -0
- package/dist/generated/entities/action_log/index.js.map +2 -2
- package/dist/generated/entities/customer_company_billing/index.js +23 -0
- package/dist/generated/entities/customer_company_billing/index.js.map +7 -0
- package/dist/generated/entities/customer_deal/index.js +8 -0
- package/dist/generated/entities/customer_deal/index.js.map +2 -2
- package/dist/generated/entities/customer_deal_stage_transition/index.js +31 -0
- package/dist/generated/entities/customer_deal_stage_transition/index.js.map +7 -0
- package/dist/generated/entities/customer_dictionary_kind_setting/index.js +21 -0
- package/dist/generated/entities/customer_dictionary_kind_setting/index.js.map +7 -0
- package/dist/generated/entities/customer_entity/index.js +8 -0
- package/dist/generated/entities/customer_entity/index.js.map +2 -2
- package/dist/generated/entities/customer_entity_role/index.js +23 -0
- package/dist/generated/entities/customer_entity_role/index.js.map +7 -0
- package/dist/generated/entities/customer_interaction/index.js +23 -1
- package/dist/generated/entities/customer_interaction/index.js.map +2 -2
- package/dist/generated/entities/customer_label/index.js +19 -0
- package/dist/generated/entities/customer_label/index.js.map +7 -0
- package/dist/generated/entities/customer_label_assignment/index.js +17 -0
- package/dist/generated/entities/customer_label_assignment/index.js.map +7 -0
- package/dist/generated/entities/customer_person_company_link/index.js +21 -0
- package/dist/generated/entities/customer_person_company_link/index.js.map +7 -0
- package/dist/generated/entities/customer_person_company_role/index.js +17 -0
- package/dist/generated/entities/customer_person_company_role/index.js.map +7 -0
- package/dist/generated/entities/dictionary_entry/index.js +4 -0
- package/dist/generated/entities/dictionary_entry/index.js.map +2 -2
- package/dist/generated/entities.ids.generated.js +9 -1
- package/dist/generated/entities.ids.generated.js.map +2 -2
- package/dist/generated/entity-fields-registry.js +116 -1
- package/dist/generated/entity-fields-registry.js.map +2 -2
- package/dist/modules/attachments/api/route.js +46 -8
- package/dist/modules/attachments/api/route.js.map +2 -2
- package/dist/modules/audit_logs/api/audit-logs/actions/export/route.js +208 -0
- package/dist/modules/audit_logs/api/audit-logs/actions/export/route.js.map +7 -0
- package/dist/modules/audit_logs/api/audit-logs/actions/route.js +52 -6
- package/dist/modules/audit_logs/api/audit-logs/actions/route.js.map +2 -2
- package/dist/modules/audit_logs/cli.js +62 -0
- package/dist/modules/audit_logs/cli.js.map +7 -0
- package/dist/modules/audit_logs/data/entities.js +21 -1
- package/dist/modules/audit_logs/data/entities.js.map +2 -2
- package/dist/modules/audit_logs/data/validators.js +9 -1
- package/dist/modules/audit_logs/data/validators.js.map +2 -2
- package/dist/modules/audit_logs/lib/changeRows.js +34 -0
- package/dist/modules/audit_logs/lib/changeRows.js.map +7 -0
- package/dist/modules/audit_logs/lib/display-helpers.js +2 -20
- package/dist/modules/audit_logs/lib/display-helpers.js.map +3 -3
- package/dist/modules/audit_logs/lib/projections.js +58 -0
- package/dist/modules/audit_logs/lib/projections.js.map +7 -0
- package/dist/modules/audit_logs/migrations/Migration20260412160533.js +21 -0
- package/dist/modules/audit_logs/migrations/Migration20260412160533.js.map +7 -0
- package/dist/modules/audit_logs/services/actionLogService.js +313 -79
- package/dist/modules/audit_logs/services/actionLogService.js.map +2 -2
- package/dist/modules/customers/acl.js +3 -1
- package/dist/modules/customers/acl.js.map +2 -2
- package/dist/modules/customers/api/activities/route.js +4 -0
- package/dist/modules/customers/api/activities/route.js.map +2 -2
- package/dist/modules/customers/api/assignable-staff/route.js +208 -0
- package/dist/modules/customers/api/assignable-staff/route.js.map +7 -0
- package/dist/modules/customers/api/companies/[id]/people/route.js +205 -0
- package/dist/modules/customers/api/companies/[id]/people/route.js.map +7 -0
- package/dist/modules/customers/api/companies/[id]/roles/route.js +22 -0
- package/dist/modules/customers/api/companies/[id]/roles/route.js.map +7 -0
- package/dist/modules/customers/api/companies/[id]/route.js +374 -32
- package/dist/modules/customers/api/companies/[id]/route.js.map +2 -2
- package/dist/modules/customers/api/companies/route.js +82 -7
- package/dist/modules/customers/api/companies/route.js.map +2 -2
- package/dist/modules/customers/api/deals/[id]/companies/route.js +172 -0
- package/dist/modules/customers/api/deals/[id]/companies/route.js.map +7 -0
- package/dist/modules/customers/api/deals/[id]/people/route.js +156 -0
- package/dist/modules/customers/api/deals/[id]/people/route.js.map +7 -0
- package/dist/modules/customers/api/deals/[id]/route.js +459 -53
- package/dist/modules/customers/api/deals/[id]/route.js.map +2 -2
- package/dist/modules/customers/api/deals/[id]/stats/route.js +195 -0
- package/dist/modules/customers/api/deals/[id]/stats/route.js.map +7 -0
- package/dist/modules/customers/api/deals/route.js +20 -10
- package/dist/modules/customers/api/deals/route.js.map +3 -3
- package/dist/modules/customers/api/dictionaries/[kind]/[id]/route.js +105 -4
- package/dist/modules/customers/api/dictionaries/[kind]/[id]/route.js.map +2 -2
- package/dist/modules/customers/api/dictionaries/[kind]/route.js +118 -42
- package/dist/modules/customers/api/dictionaries/[kind]/route.js.map +2 -2
- package/dist/modules/customers/api/dictionaries/context.js +30 -6
- package/dist/modules/customers/api/dictionaries/context.js.map +2 -2
- package/dist/modules/customers/api/dictionaries/kind-settings/route.js +207 -0
- package/dist/modules/customers/api/dictionaries/kind-settings/route.js.map +7 -0
- package/dist/modules/customers/api/entity-roles-factory.js +471 -0
- package/dist/modules/customers/api/entity-roles-factory.js.map +7 -0
- package/dist/modules/customers/api/interactions/conflicts/route.js +158 -0
- package/dist/modules/customers/api/interactions/conflicts/route.js.map +7 -0
- package/dist/modules/customers/api/interactions/counts/route.js +92 -0
- package/dist/modules/customers/api/interactions/counts/route.js.map +7 -0
- package/dist/modules/customers/api/interactions/route.js +83 -4
- package/dist/modules/customers/api/interactions/route.js.map +2 -2
- package/dist/modules/customers/api/labels/assign/route.js +189 -0
- package/dist/modules/customers/api/labels/assign/route.js.map +7 -0
- package/dist/modules/customers/api/labels/auth.js +17 -0
- package/dist/modules/customers/api/labels/auth.js.map +7 -0
- package/dist/modules/customers/api/labels/route.js +281 -0
- package/dist/modules/customers/api/labels/route.js.map +7 -0
- package/dist/modules/customers/api/labels/table-errors.js +38 -0
- package/dist/modules/customers/api/labels/table-errors.js.map +7 -0
- package/dist/modules/customers/api/labels/unassign/route.js +184 -0
- package/dist/modules/customers/api/labels/unassign/route.js.map +7 -0
- package/dist/modules/customers/api/people/[id]/companies/[linkId]/route.js +292 -0
- package/dist/modules/customers/api/people/[id]/companies/[linkId]/route.js.map +7 -0
- package/dist/modules/customers/api/people/[id]/companies/context.js +66 -0
- package/dist/modules/customers/api/people/[id]/companies/context.js.map +7 -0
- package/dist/modules/customers/api/people/[id]/companies/enriched/route.js +334 -0
- package/dist/modules/customers/api/people/[id]/companies/enriched/route.js.map +7 -0
- package/dist/modules/customers/api/people/[id]/companies/route.js +205 -0
- package/dist/modules/customers/api/people/[id]/companies/route.js.map +7 -0
- package/dist/modules/customers/api/people/[id]/roles/route.js +22 -0
- package/dist/modules/customers/api/people/[id]/roles/route.js.map +7 -0
- package/dist/modules/customers/api/people/[id]/route.js +134 -21
- package/dist/modules/customers/api/people/[id]/route.js.map +2 -2
- package/dist/modules/customers/api/people/route.js +122 -23
- package/dist/modules/customers/api/people/route.js.map +2 -2
- package/dist/modules/customers/api/todos/route.js +4 -0
- package/dist/modules/customers/api/todos/route.js.map +2 -2
- package/dist/modules/customers/api/utils.js +22 -0
- package/dist/modules/customers/api/utils.js.map +2 -2
- package/dist/modules/customers/backend/config/customers/page.js +2 -6
- package/dist/modules/customers/backend/config/customers/page.js.map +2 -2
- package/dist/modules/customers/backend/customers/companies/page.js +37 -26
- package/dist/modules/customers/backend/customers/companies/page.js.map +2 -2
- package/dist/modules/customers/backend/customers/companies-v2/[id]/page.js +265 -262
- package/dist/modules/customers/backend/customers/companies-v2/[id]/page.js.map +3 -3
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/formatters.js +23 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/formatters.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/types.js +1 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/types.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealActivities.js +43 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealActivities.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealAssociations.js +264 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealAssociations.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealClosure.js +88 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealClosure.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealData.js +41 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealData.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealFormHandlers.js +66 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealFormHandlers.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealInjectedTabs.js +39 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealInjectedTabs.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealMutationContext.js +49 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealMutationContext.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealPipeline.js +43 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealPipeline.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useScheduleDialog.js +28 -0
- package/dist/modules/customers/backend/customers/deals/[id]/hooks/useScheduleDialog.js.map +7 -0
- package/dist/modules/customers/backend/customers/deals/[id]/page.js +556 -503
- package/dist/modules/customers/backend/customers/deals/[id]/page.js.map +3 -3
- package/dist/modules/customers/backend/customers/deals/page.js +66 -21
- package/dist/modules/customers/backend/customers/deals/page.js.map +2 -2
- package/dist/modules/customers/backend/customers/people/page.js +36 -28
- package/dist/modules/customers/backend/customers/people/page.js.map +2 -2
- package/dist/modules/customers/backend/customers/people-v2/[id]/page.js +318 -203
- package/dist/modules/customers/backend/customers/people-v2/[id]/page.js.map +3 -3
- package/dist/modules/customers/cli.js +105 -13
- package/dist/modules/customers/cli.js.map +2 -2
- package/dist/modules/customers/commands/activities.js +6 -0
- package/dist/modules/customers/commands/activities.js.map +2 -2
- package/dist/modules/customers/commands/deals.js +315 -107
- package/dist/modules/customers/commands/deals.js.map +2 -2
- package/dist/modules/customers/commands/dictionaries.js +166 -32
- package/dist/modules/customers/commands/dictionaries.js.map +2 -2
- package/dist/modules/customers/commands/dictionaryKindSettings.js +208 -0
- package/dist/modules/customers/commands/dictionaryKindSettings.js.map +7 -0
- package/dist/modules/customers/commands/entity-roles.js +415 -0
- package/dist/modules/customers/commands/entity-roles.js.map +7 -0
- package/dist/modules/customers/commands/index.js +4 -0
- package/dist/modules/customers/commands/index.js.map +2 -2
- package/dist/modules/customers/commands/interactions.js +108 -21
- package/dist/modules/customers/commands/interactions.js.map +2 -2
- package/dist/modules/customers/commands/labels.js +539 -0
- package/dist/modules/customers/commands/labels.js.map +7 -0
- package/dist/modules/customers/commands/people.js +560 -463
- package/dist/modules/customers/commands/people.js.map +3 -3
- package/dist/modules/customers/commands/personCompanyLinks.js +568 -0
- package/dist/modules/customers/commands/personCompanyLinks.js.map +7 -0
- package/dist/modules/customers/commands/shared.js +12 -4
- package/dist/modules/customers/commands/shared.js.map +2 -2
- package/dist/modules/customers/commands/todos.js +10 -1
- package/dist/modules/customers/commands/todos.js.map +2 -2
- package/dist/modules/customers/components/AddressEditor.js +1 -1
- package/dist/modules/customers/components/AddressEditor.js.map +2 -2
- package/dist/modules/customers/components/CustomersConfigurationSections.js +31 -0
- package/dist/modules/customers/components/CustomersConfigurationSections.js.map +7 -0
- package/dist/modules/customers/components/DictionarySettings.js +37 -2
- package/dist/modules/customers/components/DictionarySettings.js.map +2 -2
- package/dist/modules/customers/components/detail/ActiveDealCard.js +121 -0
- package/dist/modules/customers/components/detail/ActiveDealCard.js.map +7 -0
- package/dist/modules/customers/components/detail/ActivitiesSection.js +222 -331
- package/dist/modules/customers/components/detail/ActivitiesSection.js.map +3 -3
- package/dist/modules/customers/components/detail/ActivityAiActions.js +36 -0
- package/dist/modules/customers/components/detail/ActivityAiActions.js.map +7 -0
- package/dist/modules/customers/components/detail/ActivityCard.js +126 -0
- package/dist/modules/customers/components/detail/ActivityCard.js.map +7 -0
- package/dist/modules/customers/components/detail/ActivityHistorySection.js +340 -0
- package/dist/modules/customers/components/detail/ActivityHistorySection.js.map +7 -0
- package/dist/modules/customers/components/detail/ActivityLogTab.js +56 -0
- package/dist/modules/customers/components/detail/ActivityLogTab.js.map +7 -0
- package/dist/modules/customers/components/detail/ActivityTimeline.js +108 -0
- package/dist/modules/customers/components/detail/ActivityTimeline.js.map +7 -0
- package/dist/modules/customers/components/detail/ActivityTimelineFilters.js +139 -0
- package/dist/modules/customers/components/detail/ActivityTimelineFilters.js.map +7 -0
- package/dist/modules/customers/components/detail/ActivityTypeSelector.js +42 -0
- package/dist/modules/customers/components/detail/ActivityTypeSelector.js.map +7 -0
- package/dist/modules/customers/components/detail/AiActionChips.js +38 -0
- package/dist/modules/customers/components/detail/AiActionChips.js.map +7 -0
- package/dist/modules/customers/components/detail/AssignRoleDialog.js +534 -0
- package/dist/modules/customers/components/detail/AssignRoleDialog.js.map +7 -0
- package/dist/modules/customers/components/detail/ChangelogEntryRow.js +79 -0
- package/dist/modules/customers/components/detail/ChangelogEntryRow.js.map +7 -0
- package/dist/modules/customers/components/detail/ChangelogFilters.js +176 -0
- package/dist/modules/customers/components/detail/ChangelogFilters.js.map +7 -0
- package/dist/modules/customers/components/detail/ChangelogKpiCards.js +88 -0
- package/dist/modules/customers/components/detail/ChangelogKpiCards.js.map +7 -0
- package/dist/modules/customers/components/detail/ChangelogTab.js +470 -0
- package/dist/modules/customers/components/detail/ChangelogTab.js.map +7 -0
- package/dist/modules/customers/components/detail/ComingSoonPlaceholder.js +16 -0
- package/dist/modules/customers/components/detail/ComingSoonPlaceholder.js.map +7 -0
- package/dist/modules/customers/components/detail/CompanyCard.js +283 -0
- package/dist/modules/customers/components/detail/CompanyCard.js.map +7 -0
- package/dist/modules/customers/components/detail/CompanyDashboardTab.js +133 -0
- package/dist/modules/customers/components/detail/CompanyDashboardTab.js.map +7 -0
- package/dist/modules/customers/components/detail/CompanyDetailHeader.js +191 -0
- package/dist/modules/customers/components/detail/CompanyDetailHeader.js.map +7 -0
- package/dist/modules/customers/components/detail/CompanyDetailTabs.js +123 -0
- package/dist/modules/customers/components/detail/CompanyDetailTabs.js.map +7 -0
- package/dist/modules/customers/components/detail/CompanyKpiBar.js +174 -0
- package/dist/modules/customers/components/detail/CompanyKpiBar.js.map +7 -0
- package/dist/modules/customers/components/detail/CompanyPeopleSection.js +514 -230
- package/dist/modules/customers/components/detail/CompanyPeopleSection.js.map +2 -2
- package/dist/modules/customers/components/detail/CompanyTagsDialog.js +22 -0
- package/dist/modules/customers/components/detail/CompanyTagsDialog.js.map +7 -0
- package/dist/modules/customers/components/detail/ConfirmDealLostDialog.js +159 -0
- package/dist/modules/customers/components/detail/ConfirmDealLostDialog.js.map +7 -0
- package/dist/modules/customers/components/detail/CreatePersonDialog.js +135 -0
- package/dist/modules/customers/components/detail/CreatePersonDialog.js.map +7 -0
- package/dist/modules/customers/components/detail/DealClosureActionBar.js +59 -0
- package/dist/modules/customers/components/detail/DealClosureActionBar.js.map +7 -0
- package/dist/modules/customers/components/detail/DealDetailHeader.js +237 -0
- package/dist/modules/customers/components/detail/DealDetailHeader.js.map +7 -0
- package/dist/modules/customers/components/detail/DealDetailTabs.js +109 -0
- package/dist/modules/customers/components/detail/DealDetailTabs.js.map +7 -0
- package/dist/modules/customers/components/detail/DealForm.js +219 -92
- package/dist/modules/customers/components/detail/DealForm.js.map +2 -2
- package/dist/modules/customers/components/detail/DealLinkedEntitiesTab.js +295 -0
- package/dist/modules/customers/components/detail/DealLinkedEntitiesTab.js.map +7 -0
- package/dist/modules/customers/components/detail/DealLostSummaryDialog.js +107 -0
- package/dist/modules/customers/components/detail/DealLostSummaryDialog.js.map +7 -0
- package/dist/modules/customers/components/detail/DealWonPopup.js +113 -0
- package/dist/modules/customers/components/detail/DealWonPopup.js.map +7 -0
- package/dist/modules/customers/components/detail/DealsSection.js +206 -193
- package/dist/modules/customers/components/detail/DealsSection.js.map +2 -2
- package/dist/modules/customers/components/detail/DecisionMakersFooter.js +39 -0
- package/dist/modules/customers/components/detail/DecisionMakersFooter.js.map +7 -0
- package/dist/modules/customers/components/detail/EntityTagsDialog.js +1096 -0
- package/dist/modules/customers/components/detail/EntityTagsDialog.js.map +7 -0
- package/dist/modules/customers/components/detail/InlineActivityComposer.js +197 -0
- package/dist/modules/customers/components/detail/InlineActivityComposer.js.map +7 -0
- package/dist/modules/customers/components/detail/ManageTagsDialog.js +1091 -0
- package/dist/modules/customers/components/detail/ManageTagsDialog.js.map +7 -0
- package/dist/modules/customers/components/detail/MiniWeekCalendar.js +272 -0
- package/dist/modules/customers/components/detail/MiniWeekCalendar.js.map +7 -0
- package/dist/modules/customers/components/detail/MobilePersonDetail.js +106 -0
- package/dist/modules/customers/components/detail/MobilePersonDetail.js.map +7 -0
- package/dist/modules/customers/components/detail/NextStepCard.js +72 -0
- package/dist/modules/customers/components/detail/NextStepCard.js.map +7 -0
- package/dist/modules/customers/components/detail/PersonCard.js +192 -0
- package/dist/modules/customers/components/detail/PersonCard.js.map +7 -0
- package/dist/modules/customers/components/detail/PersonCompaniesSection.js +345 -0
- package/dist/modules/customers/components/detail/PersonCompaniesSection.js.map +7 -0
- package/dist/modules/customers/components/detail/PersonDetailHeader.js +220 -0
- package/dist/modules/customers/components/detail/PersonDetailHeader.js.map +7 -0
- package/dist/modules/customers/components/detail/PersonDetailTabs.js +122 -0
- package/dist/modules/customers/components/detail/PersonDetailTabs.js.map +7 -0
- package/dist/modules/customers/components/detail/PersonTagsDialog.js +24 -0
- package/dist/modules/customers/components/detail/PersonTagsDialog.js.map +7 -0
- package/dist/modules/customers/components/detail/PipelineStepper.js +191 -0
- package/dist/modules/customers/components/detail/PipelineStepper.js.map +7 -0
- package/dist/modules/customers/components/detail/PlannedActivitiesSection.js +222 -0
- package/dist/modules/customers/components/detail/PlannedActivitiesSection.js.map +7 -0
- package/dist/modules/customers/components/detail/RelationshipHealthCard.js +49 -0
- package/dist/modules/customers/components/detail/RelationshipHealthCard.js.map +7 -0
- package/dist/modules/customers/components/detail/RoleAssignmentRow.js +189 -0
- package/dist/modules/customers/components/detail/RoleAssignmentRow.js.map +7 -0
- package/dist/modules/customers/components/detail/RolesSection.js +234 -0
- package/dist/modules/customers/components/detail/RolesSection.js.map +7 -0
- package/dist/modules/customers/components/detail/ScheduleActivityDialog.js +410 -0
- package/dist/modules/customers/components/detail/ScheduleActivityDialog.js.map +7 -0
- package/dist/modules/customers/components/detail/aiActionCatalog.js +41 -0
- package/dist/modules/customers/components/detail/aiActionCatalog.js.map +7 -0
- package/dist/modules/customers/components/detail/assignableStaff.js +48 -0
- package/dist/modules/customers/components/detail/assignableStaff.js.map +7 -0
- package/dist/modules/customers/components/detail/dashboard/ActiveDealWidget.js +48 -0
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- package/src/modules/customers/components/detail/dashboard/helpers.ts +78 -0
- package/src/modules/customers/components/detail/healthScoreUtils.ts +91 -0
- package/src/modules/customers/components/detail/hooks/useCurrencyDictionary.ts +8 -8
- package/src/modules/customers/components/detail/hooks/useCustomerDictionary.ts +10 -6
- package/src/modules/customers/components/detail/hooks/useInteractionMutations.ts +91 -0
- package/src/modules/customers/components/detail/notesAdapter.ts +91 -30
- package/src/modules/customers/components/detail/pipelineStageUtils.ts +29 -0
- package/src/modules/customers/components/detail/schedule/DateTimeFields.tsx +187 -0
- package/src/modules/customers/components/detail/schedule/FooterFields.tsx +79 -0
- package/src/modules/customers/components/detail/schedule/LinkedEntitiesField.tsx +277 -0
- package/src/modules/customers/components/detail/schedule/LocationField.tsx +42 -0
- package/src/modules/customers/components/detail/schedule/ParticipantsField.tsx +255 -0
- package/src/modules/customers/components/detail/schedule/fieldConfig.ts +70 -0
- package/src/modules/customers/components/detail/schedule/index.ts +9 -0
- package/src/modules/customers/components/detail/schedule/useScheduleFormState.ts +221 -0
- package/src/modules/customers/components/detail/types.ts +16 -0
- package/src/modules/customers/components/detail/utils.ts +25 -0
- package/src/modules/customers/components/formConfig.tsx +223 -28
- package/src/modules/customers/components/linking/LinkEntityDialog.tsx +920 -0
- package/src/modules/customers/components/linking/adapters/companyAdapter.tsx +398 -0
- package/src/modules/customers/components/linking/adapters/dealAdapter.tsx +578 -0
- package/src/modules/customers/components/linking/adapters/personAdapter.tsx +512 -0
- package/src/modules/customers/components/list/CollectionPreviewCell.tsx +66 -0
- package/src/modules/customers/data/entities.ts +353 -1
- package/src/modules/customers/data/validators.ts +170 -19
- package/src/modules/customers/events.ts +22 -0
- package/src/modules/customers/i18n/de.json +841 -2
- package/src/modules/customers/i18n/en.json +841 -2
- package/src/modules/customers/i18n/es.json +840 -1
- package/src/modules/customers/i18n/pl.json +841 -2
- package/src/modules/customers/lib/customerRoleTypes.ts +24 -0
- package/src/modules/customers/lib/dealClosureNotification.ts +64 -0
- package/src/modules/customers/lib/dealStageTransitionTable.ts +32 -0
- package/src/modules/customers/lib/dictionaries.ts +26 -10
- package/src/modules/customers/lib/interactionReadModel.ts +10 -0
- package/src/modules/customers/lib/personCompanies.ts +317 -0
- package/src/modules/customers/lib/personCompanyLinkTable.ts +58 -0
- package/src/modules/customers/lib/roleTypeUsage.ts +146 -0
- package/src/modules/customers/migrations/.snapshot-open-mercato.json +2747 -798
- package/src/modules/customers/migrations/Migration20260406214502.ts +19 -0
- package/src/modules/customers/migrations/Migration20260408135736.ts +15 -0
- package/src/modules/customers/migrations/Migration20260408225345.ts +23 -0
- package/src/modules/customers/migrations/Migration20260411075533.ts +30 -0
- package/src/modules/customers/migrations/Migration20260411103551.ts +13 -0
- package/src/modules/customers/migrations/Migration20260411130944.ts +30 -0
- package/src/modules/customers/migrations/Migration20260415095203.ts +13 -0
- package/src/modules/customers/migrations/Migration20260415135056.ts +22 -0
- package/src/modules/customers/migrations/Migration20260417140000.ts +15 -0
- package/src/modules/customers/migrations/Migration20260417160000.ts +17 -0
- package/src/modules/customers/migrations/Migration20260417235407.ts +13 -0
- package/src/modules/customers/setup.ts +15 -0
- package/src/modules/customers/subscribers/deal-closure-notification.ts +22 -0
- package/src/modules/customers/subscribers/deal-lost-notification.ts +22 -0
- package/src/modules/dictionaries/api/[dictionaryId]/entries/[entryId]/route.ts +2 -0
- package/src/modules/dictionaries/api/[dictionaryId]/entries/reorder/route.ts +162 -0
- package/src/modules/dictionaries/api/[dictionaryId]/entries/route.ts +6 -2
- package/src/modules/dictionaries/api/[dictionaryId]/entries/set-default/route.ts +162 -0
- package/src/modules/dictionaries/api/context.ts +9 -0
- package/src/modules/dictionaries/api/openapi.ts +17 -0
- package/src/modules/dictionaries/commands/entry-operations.ts +457 -0
- package/src/modules/dictionaries/commands/factory.ts +31 -3
- package/src/modules/dictionaries/commands/index.ts +1 -0
- package/src/modules/dictionaries/components/DictionaryTable.tsx +15 -6
- package/src/modules/dictionaries/data/entities.ts +9 -0
- package/src/modules/dictionaries/data/validators.ts +34 -0
- package/src/modules/dictionaries/events.ts +20 -0
- package/src/modules/dictionaries/i18n/de.json +2 -0
- package/src/modules/dictionaries/i18n/en.json +2 -0
- package/src/modules/dictionaries/i18n/es.json +2 -0
- package/src/modules/dictionaries/i18n/pl.json +2 -0
- package/src/modules/dictionaries/lib/clientEntries.ts +66 -0
- package/src/modules/dictionaries/migrations/.snapshot-open-mercato.json +185 -3
- package/src/modules/dictionaries/migrations/Migration20260410171544.ts +49 -0
- package/src/modules/inbox_ops/api/proposals/[id]/route.ts +4 -1
- package/src/modules/query_index/lib/engine.ts +9 -1
- package/src/modules/sales/components/documents/AddressesSection.tsx +92 -42
- package/src/modules/sales/i18n/de.json +28 -0
- package/src/modules/sales/i18n/en.json +28 -0
- package/src/modules/sales/i18n/es.json +28 -0
- package/src/modules/sales/i18n/pl.json +28 -0
- package/src/modules/sales/lib/dictionaries.ts +18 -0
- package/src/modules/sales/widgets/injection-table.ts +4 -0
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"use client"
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import * as React from 'react'
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import { Users, ArrowUpRight } from 'lucide-react'
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import { Badge } from '@open-mercato/ui/primitives/badge'
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import type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'
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import type { DealSummary } from '../../formConfig'
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import { formatCurrency } from '../utils'
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export function ActiveDealWidget({ deals, t }: { deals: DealSummary[]; t: TranslateFn }) {
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const topDeal = deals.sort((a, b) => {
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const va = typeof a.valueAmount === 'number' ? a.valueAmount : parseFloat(String(a.valueAmount ?? '0'))
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const vb = typeof b.valueAmount === 'number' ? b.valueAmount : parseFloat(String(b.valueAmount ?? '0'))
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return vb - va
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})[0]
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if (!topDeal) {
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return (
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<div className="rounded-lg border bg-card p-5">
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<h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
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<Users className="size-4" />
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{t('customers.companies.dashboard.activeDeal', 'Active deal')}
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</h3>
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<p className="mt-3 text-sm text-muted-foreground">{t('customers.companies.dashboard.noDeals', 'No active deals')}</p>
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</div>
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)
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}
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const amount = typeof topDeal.valueAmount === 'number' ? topDeal.valueAmount : parseFloat(String(topDeal.valueAmount ?? '0'))
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return (
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<div className="rounded-lg border bg-card p-5">
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<div className="flex items-center justify-between">
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<h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
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<Users className="size-4" />
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{t('customers.companies.dashboard.activeDeal', 'Active deal')}
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</h3>
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<ArrowUpRight className="size-4 text-muted-foreground" />
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</div>
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<div className="mt-3">
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<p className="font-semibold text-foreground">{topDeal.title}</p>
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{topDeal.createdAt && (
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<p className="mt-0.5 text-xs text-muted-foreground">
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{t('customers.companies.dashboard.created', 'Created')} {new Date(topDeal.createdAt).toLocaleDateString()}
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</p>
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)}
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{topDeal.pipelineStage && (
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<div className="mt-2">
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<Badge variant="outline" className="text-xs">{topDeal.pipelineStage}</Badge>
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</div>
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)}
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{Number.isFinite(amount) && amount > 0 && (
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<p className="mt-2 text-lg font-bold text-foreground">
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{formatCurrency(amount, topDeal.valueCurrency)}
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<span className="ml-1.5 text-xs font-normal text-muted-foreground">
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{t('customers.companies.dashboard.potentialValue', 'potential value')}
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</span>
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</p>
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)}
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</div>
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</div>
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)
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}
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"use client"
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import * as React from 'react'
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import { CheckCircle2, AlertCircle, ArrowUpRight } from 'lucide-react'
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import { cn } from '@open-mercato/shared/lib/utils'
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import { Button } from '@open-mercato/ui/primitives/button'
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import { Badge } from '@open-mercato/ui/primitives/badge'
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import type { TodoLinkSummary } from '../../formConfig'
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function isOverdue(dueAt: string | null | undefined): boolean {
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if (!dueAt) return false
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return new Date(dueAt) < new Date()
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}
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function priorityLabel(priority: number | null | undefined): { label: string; variant: 'destructive' | 'default' | 'secondary' | 'muted' } {
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if (priority === null || priority === undefined) return { label: 'None', variant: 'muted' }
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if (priority >= 3) return { label: 'High', variant: 'destructive' }
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if (priority === 2) return { label: 'Medium', variant: 'default' }
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return { label: 'Low', variant: 'secondary' }
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}
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type TranslateFnWithParams = (key: string, fallback?: string, params?: Record<string, string | number>) => string
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export function OpenTasksWidget({
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tasks,
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currentUserId,
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t,
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onViewAll,
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}: {
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tasks: TodoLinkSummary[]
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currentUserId?: string | null
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t: TranslateFnWithParams
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onViewAll: () => void
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}) {
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const [taskFilter, setTaskFilter] = React.useState<'all' | 'mine' | 'overdue'>('all')
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const overdueTasks = tasks.filter((task) => isOverdue(task.dueAt))
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const mineTasks = currentUserId
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? tasks.filter((task) => {
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const assignee = (task as Record<string, unknown>).assignedToUserId ?? (task as Record<string, unknown>).createdByUserId
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return assignee === currentUserId
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})
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: tasks
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const filteredTasks = taskFilter === 'overdue'
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? overdueTasks
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: taskFilter === 'mine'
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? mineTasks
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: tasks
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const filterTabs: Array<{ key: 'all' | 'mine' | 'overdue'; label: string; count: number }> = [
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{ key: 'all', label: t('customers.tasks.filters.all', 'All'), count: tasks.length },
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{ key: 'mine', label: t('customers.tasks.filters.mine', 'Mine'), count: mineTasks.length },
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{ key: 'overdue', label: t('customers.tasks.filters.overdue', 'Overdue'), count: overdueTasks.length },
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]
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return (
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<div className="rounded-lg border bg-card p-5">
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<div className="flex items-center justify-between">
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<h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
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60
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<CheckCircle2 className="size-4" />
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{t('customers.companies.dashboard.openTasks', 'Open tasks')}
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<span className="rounded-full bg-muted px-1.5 py-0.5 text-xs font-medium text-muted-foreground">
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{tasks.length}
|
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</span>
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65
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</h3>
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66
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<Button type="button" variant="outline" size="sm" className="h-7 text-xs" onClick={onViewAll}>
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67
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+ {t('customers.companies.dashboard.newTask', 'New task')}
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68
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</Button>
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69
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</div>
|
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70
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<div className="mt-2 flex items-center gap-1">
|
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71
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{filterTabs.map((tab) => (
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<Button
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key={tab.key}
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type="button"
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75
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variant={taskFilter === tab.key ? 'default' : 'outline'}
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size="sm"
|
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className="h-6 px-2 text-xs"
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78
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onClick={() => setTaskFilter(tab.key)}
|
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79
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>
|
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80
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{tab.label}
|
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81
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<span className="ml-1 rounded-full bg-muted/50 px-1 text-overline">{tab.count}</span>
|
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82
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</Button>
|
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83
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))}
|
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84
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+
</div>
|
|
85
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+
<div className="mt-3 divide-y">
|
|
86
|
+
{filteredTasks.slice(0, 4).map((task) => {
|
|
87
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const overdue = isOverdue(task.dueAt)
|
|
88
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const prio = priorityLabel(task.priority)
|
|
89
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return (
|
|
90
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+
<div key={task.id} className="flex items-center gap-3 py-2.5 first:pt-0 last:pb-0">
|
|
91
|
+
<div className="min-w-0 flex-1">
|
|
92
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<p className="truncate text-sm text-foreground">{task.title || '—'}</p>
|
|
93
|
+
{task.dueAt && (
|
|
94
|
+
<p className={cn('mt-0.5 text-xs', overdue ? 'text-destructive' : 'text-muted-foreground')}>
|
|
95
|
+
{overdue && <AlertCircle className="mr-1 inline size-3" />}
|
|
96
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+
{overdue
|
|
97
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+
? t('customers.companies.dashboard.overdueBy', 'Overdue by {{days}} days', { days: Math.ceil((Date.now() - new Date(task.dueAt).getTime()) / 86_400_000) })
|
|
98
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+
: t('customers.companies.dashboard.dueOn', 'Due: {{date}}', { date: new Date(task.dueAt).toLocaleDateString() })
|
|
99
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+
}
|
|
100
|
+
</p>
|
|
101
|
+
)}
|
|
102
|
+
</div>
|
|
103
|
+
<Badge variant={prio.variant} className="shrink-0 text-xs">{prio.label}</Badge>
|
|
104
|
+
<ArrowUpRight className="size-3.5 shrink-0 text-muted-foreground" />
|
|
105
|
+
</div>
|
|
106
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+
)
|
|
107
|
+
})}
|
|
108
|
+
{filteredTasks.length === 0 && (
|
|
109
|
+
<p className="py-3 text-sm text-muted-foreground">{t('customers.companies.dashboard.noTasks', 'No open tasks')}</p>
|
|
110
|
+
)}
|
|
111
|
+
</div>
|
|
112
|
+
</div>
|
|
113
|
+
)
|
|
114
|
+
}
|
|
@@ -0,0 +1,69 @@
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1
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"use client"
|
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2
|
+
|
|
3
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import * as React from 'react'
|
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4
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+
import { Phone, Mail, Users, StickyNote, Clock, ArrowUpRight, ChevronRight } from 'lucide-react'
|
|
5
|
+
import { Button } from '@open-mercato/ui/primitives/button'
|
|
6
|
+
import { formatRelativeTime } from '@open-mercato/shared/lib/time'
|
|
7
|
+
import type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'
|
|
8
|
+
import type { InteractionSummary } from '../../formConfig'
|
|
9
|
+
|
|
10
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+
function interactionIcon(type: string) {
|
|
11
|
+
switch (type) {
|
|
12
|
+
case 'call': return <Phone className="size-4" />
|
|
13
|
+
case 'email': return <Mail className="size-4" />
|
|
14
|
+
case 'meeting': return <Users className="size-4" />
|
|
15
|
+
case 'note': return <StickyNote className="size-4" />
|
|
16
|
+
default: return <Clock className="size-4" />
|
|
17
|
+
}
|
|
18
|
+
}
|
|
19
|
+
|
|
20
|
+
export function RecentActivityWidget({ interactions, t }: { interactions: InteractionSummary[]; t: TranslateFn }) {
|
|
21
|
+
return (
|
|
22
|
+
<div className="rounded-lg border bg-card p-5">
|
|
23
|
+
<div className="flex items-center justify-between">
|
|
24
|
+
<h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
|
|
25
|
+
<Clock className="size-4" />
|
|
26
|
+
{t('customers.companies.dashboard.recentActivity', 'Recent activity')}
|
|
27
|
+
<span className="text-xs font-normal text-muted-foreground">
|
|
28
|
+
{t('customers.companies.dashboard.last7days', 'last 7 days')}
|
|
29
|
+
</span>
|
|
30
|
+
</h3>
|
|
31
|
+
</div>
|
|
32
|
+
<div className="mt-3 divide-y">
|
|
33
|
+
{interactions.map((interaction) => {
|
|
34
|
+
const date = interaction.occurredAt ?? interaction.scheduledAt
|
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return (
|
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<div key={interaction.id} className="flex items-start gap-3 py-3 first:pt-0 last:pb-0">
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<div className="mt-0.5 flex size-8 shrink-0 items-center justify-center rounded-full bg-muted text-muted-foreground">
|
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{interactionIcon(interaction.interactionType)}
|
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</div>
|
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<div className="min-w-0 flex-1">
|
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|
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<p className="text-sm text-foreground">{interaction.title || interaction.interactionType}</p>
|
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<p className="mt-0.5 text-xs text-muted-foreground">
|
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|
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{interaction.authorName && <span>{interaction.authorName}</span>}
|
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</p>
|
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|
+
</div>
|
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<div className="shrink-0 text-right">
|
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<p className="text-xs text-muted-foreground">
|
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|
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{date ? formatRelativeTime(date) : '—'}
|
|
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+
</p>
|
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|
+
<ArrowUpRight className="ml-auto mt-1 size-3.5 text-muted-foreground" />
|
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</div>
|
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</div>
|
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)
|
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|
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})}
|
|
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|
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{interactions.length === 0 && (
|
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|
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<p className="py-3 text-sm text-muted-foreground">{t('customers.companies.dashboard.noActivity', 'No recent activity')}</p>
|
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)}
|
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</div>
|
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{interactions.length > 0 && (
|
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<div className="mt-3 border-t pt-3">
|
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|
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<Button type="button" variant="link" size="sm" className="h-auto p-0 text-xs">
|
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|
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{t('customers.companies.dashboard.seeAllActivity', 'See all {{count}} activities', { count: String(interactions.length) })}
|
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<ChevronRight className="ml-0.5 size-3" />
|
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</Button>
|
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</div>
|
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)}
|
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</div>
|
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)
|
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}
|
|
@@ -0,0 +1,40 @@
|
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"use client"
|
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2
|
+
|
|
3
|
+
import * as React from 'react'
|
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4
|
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import { Heart } from 'lucide-react'
|
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5
|
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import { cn } from '@open-mercato/shared/lib/utils'
|
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import { Badge } from '@open-mercato/ui/primitives/badge'
|
|
7
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import { HEALTH_BADGE_CLASSES, HEALTH_ICON_CLASSES, type HealthScore } from '../healthScoreUtils'
|
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8
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+
|
|
9
|
+
type TranslateFnWithParams = (key: string, fallback?: string, params?: Record<string, string | number>) => string
|
|
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|
+
|
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|
+
export function RelationshipHealthWidget({ health, t }: { health: HealthScore; t: TranslateFnWithParams }) {
|
|
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|
+
return (
|
|
13
|
+
<div className="rounded-lg border bg-card p-5">
|
|
14
|
+
<h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
|
|
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|
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<Heart className={cn('size-4', HEALTH_ICON_CLASSES[health.variant])} />
|
|
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|
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{t('customers.companies.dashboard.relationshipHealth', 'Relationship health')}
|
|
17
|
+
</h3>
|
|
18
|
+
<div className="mt-4 flex items-center justify-center">
|
|
19
|
+
<div className="text-center space-y-2">
|
|
20
|
+
<div className="relative inline-flex items-center justify-center">
|
|
21
|
+
<span className={cn('text-4xl font-bold', HEALTH_ICON_CLASSES[health.variant])}>{health.score}</span>
|
|
22
|
+
<span className="text-sm text-muted-foreground">/100</span>
|
|
23
|
+
</div>
|
|
24
|
+
<div>
|
|
25
|
+
<Badge className={cn('text-xs', HEALTH_BADGE_CLASSES[health.variant])}>
|
|
26
|
+
{t(`customers.health.${health.label}`, health.label)}
|
|
27
|
+
</Badge>
|
|
28
|
+
</div>
|
|
29
|
+
{health.lastContactDays !== null && (
|
|
30
|
+
<p className="text-xs text-muted-foreground">
|
|
31
|
+
{t('customers.health.lastContact', 'Last contact')}: {health.lastContactDays === 0
|
|
32
|
+
? t('customers.health.today', 'today')
|
|
33
|
+
: t('customers.health.daysAgo', '{{days}} days ago', { days: health.lastContactDays })}
|
|
34
|
+
</p>
|
|
35
|
+
)}
|
|
36
|
+
</div>
|
|
37
|
+
</div>
|
|
38
|
+
</div>
|
|
39
|
+
)
|
|
40
|
+
}
|
|
@@ -0,0 +1,64 @@
|
|
|
1
|
+
"use client"
|
|
2
|
+
|
|
3
|
+
import * as React from 'react'
|
|
4
|
+
import { Calendar, ChevronRight } from 'lucide-react'
|
|
5
|
+
import { Button } from '@open-mercato/ui/primitives/button'
|
|
6
|
+
import type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'
|
|
7
|
+
import type { InteractionSummary } from '../../formConfig'
|
|
8
|
+
|
|
9
|
+
export function UpcomingMeetingsWidget({ meetings, t }: { meetings: InteractionSummary[]; t: TranslateFn }) {
|
|
10
|
+
if (meetings.length === 0) {
|
|
11
|
+
return (
|
|
12
|
+
<div className="rounded-lg border bg-card p-5">
|
|
13
|
+
<h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
|
|
14
|
+
<Calendar className="size-4" />
|
|
15
|
+
{t('customers.companies.dashboard.upcomingMeetings', 'Upcoming meetings')}
|
|
16
|
+
</h3>
|
|
17
|
+
<p className="mt-3 text-sm text-muted-foreground">{t('customers.companies.dashboard.noMeetings', 'No upcoming meetings')}</p>
|
|
18
|
+
</div>
|
|
19
|
+
)
|
|
20
|
+
}
|
|
21
|
+
|
|
22
|
+
return (
|
|
23
|
+
<div className="rounded-lg border bg-card p-5">
|
|
24
|
+
<div className="flex items-center justify-between">
|
|
25
|
+
<h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
|
|
26
|
+
<Calendar className="size-4" />
|
|
27
|
+
{t('customers.companies.dashboard.upcomingMeetings', 'Upcoming meetings')}
|
|
28
|
+
<span className="rounded-full bg-muted px-1.5 py-0.5 text-xs font-medium text-muted-foreground">
|
|
29
|
+
{meetings.length}
|
|
30
|
+
</span>
|
|
31
|
+
</h3>
|
|
32
|
+
<Button type="button" variant="link" size="sm" className="h-auto p-0 text-xs">
|
|
33
|
+
{t('customers.companies.dashboard.seeAll', 'See all')}
|
|
34
|
+
<ChevronRight className="ml-0.5 size-3" />
|
|
35
|
+
</Button>
|
|
36
|
+
</div>
|
|
37
|
+
<div className="mt-3 divide-y">
|
|
38
|
+
{meetings.map((meeting) => {
|
|
39
|
+
const date = meeting.scheduledAt ? new Date(meeting.scheduledAt) : null
|
|
40
|
+
return (
|
|
41
|
+
<div key={meeting.id} className="flex items-center justify-between gap-4 py-3 first:pt-0 last:pb-0">
|
|
42
|
+
<div className="min-w-0 flex-1">
|
|
43
|
+
<div className="flex items-center gap-2">
|
|
44
|
+
<span className="text-xs text-muted-foreground">
|
|
45
|
+
{date ? date.toLocaleDateString(undefined, { weekday: 'short', month: 'short', day: 'numeric' }) : '—'}
|
|
46
|
+
</span>
|
|
47
|
+
</div>
|
|
48
|
+
<p className="mt-0.5 truncate text-sm font-medium text-foreground">{meeting.title || meeting.interactionType}</p>
|
|
49
|
+
{meeting.authorName && (
|
|
50
|
+
<p className="text-xs text-muted-foreground">{meeting.authorName}</p>
|
|
51
|
+
)}
|
|
52
|
+
</div>
|
|
53
|
+
<div className="flex shrink-0 items-center gap-2">
|
|
54
|
+
<Button type="button" variant="outline" size="sm" className="h-7 text-xs">
|
|
55
|
+
{t('customers.companies.dashboard.details', 'Details')}
|
|
56
|
+
</Button>
|
|
57
|
+
</div>
|
|
58
|
+
</div>
|
|
59
|
+
)
|
|
60
|
+
})}
|
|
61
|
+
</div>
|
|
62
|
+
</div>
|
|
63
|
+
)
|
|
64
|
+
}
|
|
@@ -0,0 +1,78 @@
|
|
|
1
|
+
import type { KpiTrend } from '@open-mercato/ui/backend/charts/KpiCard'
|
|
2
|
+
import type { DealSummary, InteractionSummary, TodoLinkSummary } from '../../formConfig'
|
|
3
|
+
|
|
4
|
+
export function sumActiveDeals(deals: DealSummary[]): number {
|
|
5
|
+
return deals
|
|
6
|
+
.filter((d) => d.status !== 'won' && d.status !== 'lost' && d.status !== 'closed')
|
|
7
|
+
.reduce((sum, d) => {
|
|
8
|
+
const amount = typeof d.valueAmount === 'number' ? d.valueAmount : parseFloat(String(d.valueAmount ?? '0'))
|
|
9
|
+
return sum + (Number.isFinite(amount) ? amount : 0)
|
|
10
|
+
}, 0)
|
|
11
|
+
}
|
|
12
|
+
|
|
13
|
+
export function getActiveDeals(deals: DealSummary[]): DealSummary[] {
|
|
14
|
+
return deals.filter((d) => d.status !== 'won' && d.status !== 'lost' && d.status !== 'closed')
|
|
15
|
+
}
|
|
16
|
+
|
|
17
|
+
export function getOpenTasks(todos: TodoLinkSummary[]): TodoLinkSummary[] {
|
|
18
|
+
return todos.filter((t) => !t.isDone).sort((a, b) => {
|
|
19
|
+
if (!a.dueAt && !b.dueAt) return 0
|
|
20
|
+
if (!a.dueAt) return 1
|
|
21
|
+
if (!b.dueAt) return -1
|
|
22
|
+
return new Date(a.dueAt).getTime() - new Date(b.dueAt).getTime()
|
|
23
|
+
})
|
|
24
|
+
}
|
|
25
|
+
|
|
26
|
+
export function getUpcomingMeetings(interactions: InteractionSummary[]): InteractionSummary[] {
|
|
27
|
+
const now = new Date()
|
|
28
|
+
return interactions
|
|
29
|
+
.filter((i) => i.scheduledAt && new Date(i.scheduledAt) > now)
|
|
30
|
+
.sort((a, b) => new Date(a.scheduledAt!).getTime() - new Date(b.scheduledAt!).getTime())
|
|
31
|
+
.slice(0, 3)
|
|
32
|
+
}
|
|
33
|
+
|
|
34
|
+
export function getRecentActivity(interactions: InteractionSummary[]): InteractionSummary[] {
|
|
35
|
+
const weekAgo = new Date()
|
|
36
|
+
weekAgo.setDate(weekAgo.getDate() - 7)
|
|
37
|
+
return interactions
|
|
38
|
+
.filter((i) => {
|
|
39
|
+
const date = i.occurredAt ?? i.scheduledAt
|
|
40
|
+
return date && new Date(date) >= weekAgo
|
|
41
|
+
})
|
|
42
|
+
.sort((a, b) => {
|
|
43
|
+
const da = a.occurredAt ?? a.scheduledAt ?? ''
|
|
44
|
+
const db = b.occurredAt ?? b.scheduledAt ?? ''
|
|
45
|
+
return new Date(db).getTime() - new Date(da).getTime()
|
|
46
|
+
})
|
|
47
|
+
.slice(0, 4)
|
|
48
|
+
}
|
|
49
|
+
|
|
50
|
+
export function computeActivityTrend(interactions: InteractionSummary[]): KpiTrend | undefined {
|
|
51
|
+
const now = Date.now()
|
|
52
|
+
const weekMs = 7 * 86_400_000
|
|
53
|
+
const thisWeek = interactions.filter((i) => {
|
|
54
|
+
const d = i.occurredAt ?? i.scheduledAt
|
|
55
|
+
return d && now - new Date(d).getTime() < weekMs
|
|
56
|
+
}).length
|
|
57
|
+
const lastWeek = interactions.filter((i) => {
|
|
58
|
+
const d = i.occurredAt ?? i.scheduledAt
|
|
59
|
+
if (!d) return false
|
|
60
|
+
const diff = now - new Date(d).getTime()
|
|
61
|
+
return diff >= weekMs && diff < weekMs * 2
|
|
62
|
+
}).length
|
|
63
|
+
if (lastWeek === 0 && thisWeek === 0) return undefined
|
|
64
|
+
if (lastWeek === 0) return { value: 100, direction: 'up' }
|
|
65
|
+
const pct = ((thisWeek - lastWeek) / lastWeek) * 100
|
|
66
|
+
if (Math.abs(pct) < 0.5) return { value: 0, direction: 'unchanged' }
|
|
67
|
+
return { value: Math.abs(pct), direction: pct > 0 ? 'up' : 'down' }
|
|
68
|
+
}
|
|
69
|
+
|
|
70
|
+
export function computeDealTrend(deals: DealSummary[]): KpiTrend | undefined {
|
|
71
|
+
const active = deals.filter((d) => d.status !== 'won' && d.status !== 'lost' && d.status !== 'closed')
|
|
72
|
+
if (active.length === 0) return undefined
|
|
73
|
+
const now = Date.now()
|
|
74
|
+
const monthMs = 30 * 86_400_000
|
|
75
|
+
const recentDeals = active.filter((d) => d.createdAt && now - new Date(d.createdAt).getTime() < monthMs).length
|
|
76
|
+
if (recentDeals > 0) return { value: recentDeals * 10, direction: 'up' }
|
|
77
|
+
return { value: 0, direction: 'unchanged' }
|
|
78
|
+
}
|
|
@@ -0,0 +1,91 @@
|
|
|
1
|
+
/**
|
|
2
|
+
* Shared health score computation for CRM relationship health widgets.
|
|
3
|
+
*/
|
|
4
|
+
import type { InteractionSummary } from '../formConfig'
|
|
5
|
+
|
|
6
|
+
export type HealthVariant = 'success' | 'warning' | 'error'
|
|
7
|
+
|
|
8
|
+
export type HealthScore = {
|
|
9
|
+
score: number
|
|
10
|
+
label: string
|
|
11
|
+
variant: HealthVariant
|
|
12
|
+
lastContactDays: number | null
|
|
13
|
+
}
|
|
14
|
+
|
|
15
|
+
export function computeHealthScore(interactions: InteractionSummary[]): HealthScore {
|
|
16
|
+
const now = Date.now()
|
|
17
|
+
const dayMs = 86_400_000
|
|
18
|
+
|
|
19
|
+
const dates = interactions
|
|
20
|
+
.map((i) => i.occurredAt ?? i.scheduledAt)
|
|
21
|
+
.filter(Boolean)
|
|
22
|
+
.map((d) => new Date(d!).getTime())
|
|
23
|
+
const lastContactMs = dates.length > 0 ? Math.max(...dates) : 0
|
|
24
|
+
const daysSinceContact = lastContactMs > 0 ? Math.floor((now - lastContactMs) / dayMs) : 999
|
|
25
|
+
|
|
26
|
+
let recencyScore: number
|
|
27
|
+
if (daysSinceContact <= 7) recencyScore = 100
|
|
28
|
+
else if (daysSinceContact <= 30) recencyScore = 75
|
|
29
|
+
else if (daysSinceContact <= 60) recencyScore = 50
|
|
30
|
+
else if (daysSinceContact <= 90) recencyScore = 25
|
|
31
|
+
else recencyScore = 0
|
|
32
|
+
|
|
33
|
+
const last30 = interactions.filter((i) => {
|
|
34
|
+
const d = i.occurredAt ?? i.scheduledAt
|
|
35
|
+
return d && now - new Date(d).getTime() < 30 * dayMs
|
|
36
|
+
}).length
|
|
37
|
+
|
|
38
|
+
let frequencyScore: number
|
|
39
|
+
if (last30 >= 5) frequencyScore = 100
|
|
40
|
+
else if (last30 >= 3) frequencyScore = 75
|
|
41
|
+
else if (last30 >= 1) frequencyScore = 50
|
|
42
|
+
else frequencyScore = 0
|
|
43
|
+
|
|
44
|
+
const types = new Set(interactions.map((i) => i.interactionType))
|
|
45
|
+
let diversityScore: number
|
|
46
|
+
if (types.size >= 4) diversityScore = 100
|
|
47
|
+
else if (types.size >= 3) diversityScore = 75
|
|
48
|
+
else if (types.size >= 2) diversityScore = 50
|
|
49
|
+
else if (types.size >= 1) diversityScore = 25
|
|
50
|
+
else diversityScore = 0
|
|
51
|
+
|
|
52
|
+
const weekBuckets = new Set(
|
|
53
|
+
interactions
|
|
54
|
+
.map((i) => i.occurredAt ?? i.scheduledAt)
|
|
55
|
+
.filter(Boolean)
|
|
56
|
+
.map((d) => Math.floor(new Date(d!).getTime() / (7 * dayMs))),
|
|
57
|
+
)
|
|
58
|
+
let consistencyScore: number
|
|
59
|
+
if (weekBuckets.size >= 8) consistencyScore = 100
|
|
60
|
+
else if (weekBuckets.size >= 4) consistencyScore = 75
|
|
61
|
+
else if (weekBuckets.size >= 2) consistencyScore = 50
|
|
62
|
+
else consistencyScore = 25
|
|
63
|
+
|
|
64
|
+
const score = Math.round(
|
|
65
|
+
recencyScore * 0.4 + frequencyScore * 0.3 + diversityScore * 0.15 + consistencyScore * 0.15,
|
|
66
|
+
)
|
|
67
|
+
|
|
68
|
+
let label: string
|
|
69
|
+
let variant: HealthVariant
|
|
70
|
+
if (score >= 70) { label = 'healthy'; variant = 'success' }
|
|
71
|
+
else if (score >= 40) { label = 'watchful'; variant = 'warning' }
|
|
72
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+
else { label = 'at risk'; variant = 'error' }
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+
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+
return { score, label, variant, lastContactDays: daysSinceContact < 999 ? daysSinceContact : null }
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+
}
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+
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+
/**
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+
* Shared health variant → semantic status token mappings.
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+
* Used by RelationshipHealthCard and RelationshipHealthWidget.
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+
*/
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81
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+
export const HEALTH_ICON_CLASSES: Record<HealthVariant, string> = {
|
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+
success: 'text-status-success-icon',
|
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+
warning: 'text-status-warning-icon',
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84
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+
error: 'text-status-error-icon',
|
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85
|
+
}
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86
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+
|
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87
|
+
export const HEALTH_BADGE_CLASSES: Record<HealthVariant, string> = {
|
|
88
|
+
success: 'bg-status-success-bg text-status-success-text',
|
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89
|
+
warning: 'bg-status-warning-bg text-status-warning-text',
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|
90
|
+
error: 'bg-status-error-bg text-status-error-text',
|
|
91
|
+
}
|
|
@@ -35,16 +35,16 @@ async function fetchCurrencyDictionary(): Promise<CurrencyDictionaryPayload> {
|
|
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35
35
|
}
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|
36
36
|
const entriesRaw = Array.isArray(payload?.entries) ? payload.entries : []
|
|
37
37
|
const entries: CurrencyDictionaryEntry[] = entriesRaw
|
|
38
|
-
.map((entry:
|
|
39
|
-
const value = typeof entry
|
|
38
|
+
.map((entry: Record<string, unknown>): CurrencyDictionaryEntry | null => {
|
|
39
|
+
const value = typeof entry.value === 'string' ? entry.value.trim().toUpperCase() : ''
|
|
40
40
|
const label =
|
|
41
|
-
typeof entry
|
|
41
|
+
typeof entry.label === 'string' && entry.label.trim().length
|
|
42
42
|
? entry.label.trim()
|
|
43
43
|
: value
|
|
44
|
-
const entryId = typeof entry
|
|
44
|
+
const entryId = typeof entry.id === 'string' ? entry.id : value
|
|
45
45
|
if (!value) return null
|
|
46
|
-
const color = typeof entry
|
|
47
|
-
const icon = typeof entry
|
|
46
|
+
const color = typeof entry.color === 'string' && entry.color.trim().length ? entry.color.trim() : null
|
|
47
|
+
const icon = typeof entry.icon === 'string' && entry.icon.trim().length ? entry.icon.trim() : null
|
|
48
48
|
return { id: entryId, value, label, color, icon }
|
|
49
49
|
})
|
|
50
50
|
.filter((entry: CurrencyDictionaryEntry | null): entry is CurrencyDictionaryEntry => entry !== null)
|
|
@@ -68,8 +68,8 @@ export function useCurrencyDictionary() {
|
|
|
68
68
|
}, [])
|
|
69
69
|
|
|
70
70
|
const data = entry?.client.getQueryData<CurrencyDictionaryPayload>(QUERY_KEY) ?? null
|
|
71
|
-
const isLoading = !data && !(result &&
|
|
72
|
-
const error = (result &&
|
|
71
|
+
const isLoading = !data && !(result && result.status === 'error')
|
|
72
|
+
const error = (result && result.status === 'error') ? result.error ?? null : null
|
|
73
73
|
const refetch = React.useCallback(async () => {
|
|
74
74
|
const current = cache.get(CACHE_KEY)
|
|
75
75
|
const client = current?.client ?? new QueryClient()
|
|
@@ -26,16 +26,19 @@ const DICTIONARY_STALE_TIME = 5 * 60 * 1000
|
|
|
26
26
|
|
|
27
27
|
const BASE_DICTIONARY_QUERY_KEY = ['customers', 'dictionaries'] as const
|
|
28
28
|
|
|
29
|
-
export const customerDictionaryQueryKey = (kind: CustomerDictionaryKind, scopeVersion = 0) =>
|
|
30
|
-
[...BASE_DICTIONARY_QUERY_KEY, kind, `scope:${scopeVersion}`] as const
|
|
29
|
+
export const customerDictionaryQueryKey = (kind: CustomerDictionaryKind, scopeVersion = 0, organizationId?: string | null) =>
|
|
30
|
+
[...BASE_DICTIONARY_QUERY_KEY, kind, `scope:${scopeVersion}`, organizationId ? `org:${organizationId}` : 'org:default'] as const
|
|
31
31
|
|
|
32
|
-
export const customerDictionaryQueryOptions = (kind: CustomerDictionaryKind, scopeVersion = 0) => ({
|
|
33
|
-
queryKey: customerDictionaryQueryKey(kind, scopeVersion),
|
|
32
|
+
export const customerDictionaryQueryOptions = (kind: CustomerDictionaryKind, scopeVersion = 0, organizationId?: string | null) => ({
|
|
33
|
+
queryKey: customerDictionaryQueryKey(kind, scopeVersion, organizationId),
|
|
34
34
|
staleTime: DICTIONARY_STALE_TIME,
|
|
35
35
|
gcTime: DICTIONARY_STALE_TIME,
|
|
36
36
|
queryFn: async (): Promise<CustomerDictionaryQueryData> => {
|
|
37
|
+
const url = organizationId
|
|
38
|
+
? `/api/customers/dictionaries/${kind}?organizationId=${encodeURIComponent(organizationId)}`
|
|
39
|
+
: `/api/customers/dictionaries/${kind}`
|
|
37
40
|
const payload = await readApiResultOrThrow<Record<string, unknown>>(
|
|
38
|
-
|
|
41
|
+
url,
|
|
39
42
|
undefined,
|
|
40
43
|
{ errorMessage: 'Failed to load dictionary entries.' },
|
|
41
44
|
)
|
|
@@ -81,8 +84,9 @@ export const customerDictionaryQueryOptions = (kind: CustomerDictionaryKind, sco
|
|
|
81
84
|
export function useCustomerDictionary(
|
|
82
85
|
kind: CustomerDictionaryKind,
|
|
83
86
|
scopeVersion = 0,
|
|
87
|
+
organizationId?: string | null,
|
|
84
88
|
): UseQueryResult<CustomerDictionaryQueryData> {
|
|
85
|
-
return useQuery(customerDictionaryQueryOptions(kind, scopeVersion))
|
|
89
|
+
return useQuery(customerDictionaryQueryOptions(kind, scopeVersion, organizationId))
|
|
86
90
|
}
|
|
87
91
|
|
|
88
92
|
export async function invalidateCustomerDictionary(queryClient: QueryClient, kind: CustomerDictionaryKind) {
|