@rapidmx/crm-plugin 0.1.0

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Files changed (888) hide show
  1. package/LICENSE +382 -0
  2. package/README.md +210 -0
  3. package/apps/admin-crm/_layout.tsx +46 -0
  4. package/apps/admin-crm/index.tsx +16 -0
  5. package/apps/crm/_layout.tsx +46 -0
  6. package/apps/crm/automations/[uid].tsx +16 -0
  7. package/apps/crm/automations/index.tsx +16 -0
  8. package/apps/crm/campaigns/[uid].tsx +16 -0
  9. package/apps/crm/campaigns/index.tsx +16 -0
  10. package/apps/crm/companies/[uid].tsx +16 -0
  11. package/apps/crm/companies/index.tsx +16 -0
  12. package/apps/crm/contacts/[uid].tsx +16 -0
  13. package/apps/crm/deals/[uid].tsx +16 -0
  14. package/apps/crm/deals/index.tsx +16 -0
  15. package/apps/crm/forms/index.tsx +16 -0
  16. package/apps/crm/imports/index.tsx +16 -0
  17. package/apps/crm/index.tsx +16 -0
  18. package/apps/crm/integrations/index.tsx +16 -0
  19. package/apps/crm/lists/index.tsx +16 -0
  20. package/apps/crm/pipelines/index.tsx +16 -0
  21. package/apps/crm/reports/index.tsx +16 -0
  22. package/apps/crm/scoring/index.tsx +16 -0
  23. package/apps/crm/segments/index.tsx +16 -0
  24. package/apps/crm/settings/index.tsx +16 -0
  25. package/apps/crm/tasks/index.tsx +16 -0
  26. package/apps/crm/templates/[uid].tsx +16 -0
  27. package/apps/crm/templates/index.tsx +16 -0
  28. package/apps/f/[formUid].tsx +11 -0
  29. package/apps/f/_layout.tsx +33 -0
  30. package/apps/f/index.tsx +15 -0
  31. package/apps/shared/components/CrmShell.tsx +229 -0
  32. package/apps/shared/components/FilterBuilder.tsx +204 -0
  33. package/apps/shared/components/FormManager.tsx +326 -0
  34. package/apps/shared/components/ImportWizard.tsx +251 -0
  35. package/apps/shared/components/Integrations.tsx +401 -0
  36. package/apps/shared/components/ListManager.tsx +206 -0
  37. package/apps/shared/components/RecordDetail.tsx +444 -0
  38. package/apps/shared/components/RecordList.tsx +446 -0
  39. package/apps/shared/components/ScoringRules.tsx +262 -0
  40. package/apps/shared/components/SegmentManager.tsx +245 -0
  41. package/apps/shared/components/TaskList.tsx +140 -0
  42. package/apps/shared/components/TemplateList.tsx +170 -0
  43. package/apps/shared/components/WorkspaceSettings.tsx +503 -0
  44. package/apps/shared/components/admin/CrmAdmin.tsx +129 -0
  45. package/apps/shared/components/automations/AutomationEditor.tsx +530 -0
  46. package/apps/shared/components/automations/AutomationList.tsx +147 -0
  47. package/apps/shared/components/automations/StepInspector.tsx +403 -0
  48. package/apps/shared/components/automations/flowModel.ts +331 -0
  49. package/apps/shared/components/campaigns/CampaignEditor.tsx +471 -0
  50. package/apps/shared/components/campaigns/CampaignList.tsx +164 -0
  51. package/apps/shared/components/campaigns/CampaignPage.tsx +30 -0
  52. package/apps/shared/components/campaigns/CampaignReport.tsx +345 -0
  53. package/apps/shared/components/campaigns/campaignUi.tsx +33 -0
  54. package/apps/shared/components/deals/ContactDeals.tsx +40 -0
  55. package/apps/shared/components/deals/DealBoard.tsx +287 -0
  56. package/apps/shared/components/deals/DealDetail.tsx +363 -0
  57. package/apps/shared/components/deals/PipelineManager.tsx +207 -0
  58. package/apps/shared/components/deals/dealUi.ts +24 -0
  59. package/apps/shared/components/designer/BlockView.tsx +92 -0
  60. package/apps/shared/components/designer/Canvas.tsx +206 -0
  61. package/apps/shared/components/designer/Inspector.tsx +339 -0
  62. package/apps/shared/components/designer/LazyTextBlockEditor.tsx +68 -0
  63. package/apps/shared/components/designer/MergeTagPicker.tsx +31 -0
  64. package/apps/shared/components/designer/PreviewModal.tsx +119 -0
  65. package/apps/shared/components/designer/TemplateDesigner.tsx +408 -0
  66. package/apps/shared/components/designer/TestSendModal.tsx +75 -0
  67. package/apps/shared/components/designer/TextBlockEditor.tsx +122 -0
  68. package/apps/shared/components/designer/designModel.ts +276 -0
  69. package/apps/shared/components/public/PublicPages.tsx +343 -0
  70. package/apps/shared/components/public/honeypot.ts +7 -0
  71. package/apps/shared/components/reports/Charts.tsx +315 -0
  72. package/apps/shared/components/reports/Reports.tsx +198 -0
  73. package/apps/shared/crmApi.ts +1046 -0
  74. package/apps/shared/fields.ts +175 -0
  75. package/apps/shared/publicApi.ts +50 -0
  76. package/apps/subscriptions/[token].tsx +11 -0
  77. package/apps/subscriptions/_layout.tsx +33 -0
  78. package/apps/subscriptions/confirm/[token].tsx +11 -0
  79. package/apps/subscriptions/index.tsx +11 -0
  80. package/apps/subscriptions/unsubscribe/[token].tsx +11 -0
  81. package/dist/apps/admin-crm/_layout.d.ts +15 -0
  82. package/dist/apps/admin-crm/_layout.js +8 -0
  83. package/dist/apps/admin-crm/index.d.ts +4 -0
  84. package/dist/apps/admin-crm/index.js +7 -0
  85. package/dist/apps/crm/_layout.d.ts +15 -0
  86. package/dist/apps/crm/_layout.js +8 -0
  87. package/dist/apps/crm/automations/[uid].d.ts +8 -0
  88. package/dist/apps/crm/automations/[uid].js +7 -0
  89. package/dist/apps/crm/automations/index.d.ts +4 -0
  90. package/dist/apps/crm/automations/index.js +7 -0
  91. package/dist/apps/crm/campaigns/[uid].d.ts +8 -0
  92. package/dist/apps/crm/campaigns/[uid].js +7 -0
  93. package/dist/apps/crm/campaigns/index.d.ts +4 -0
  94. package/dist/apps/crm/campaigns/index.js +7 -0
  95. package/dist/apps/crm/companies/[uid].d.ts +8 -0
  96. package/dist/apps/crm/companies/[uid].js +7 -0
  97. package/dist/apps/crm/companies/index.d.ts +4 -0
  98. package/dist/apps/crm/companies/index.js +7 -0
  99. package/dist/apps/crm/contacts/[uid].d.ts +8 -0
  100. package/dist/apps/crm/contacts/[uid].js +7 -0
  101. package/dist/apps/crm/deals/[uid].d.ts +8 -0
  102. package/dist/apps/crm/deals/[uid].js +7 -0
  103. package/dist/apps/crm/deals/index.d.ts +4 -0
  104. package/dist/apps/crm/deals/index.js +7 -0
  105. package/dist/apps/crm/forms/index.d.ts +4 -0
  106. package/dist/apps/crm/forms/index.js +7 -0
  107. package/dist/apps/crm/imports/index.d.ts +4 -0
  108. package/dist/apps/crm/imports/index.js +7 -0
  109. package/dist/apps/crm/index.d.ts +4 -0
  110. package/dist/apps/crm/index.js +7 -0
  111. package/dist/apps/crm/integrations/index.d.ts +4 -0
  112. package/dist/apps/crm/integrations/index.js +7 -0
  113. package/dist/apps/crm/lists/index.d.ts +4 -0
  114. package/dist/apps/crm/lists/index.js +7 -0
  115. package/dist/apps/crm/pipelines/index.d.ts +4 -0
  116. package/dist/apps/crm/pipelines/index.js +7 -0
  117. package/dist/apps/crm/reports/index.d.ts +4 -0
  118. package/dist/apps/crm/reports/index.js +7 -0
  119. package/dist/apps/crm/scoring/index.d.ts +4 -0
  120. package/dist/apps/crm/scoring/index.js +7 -0
  121. package/dist/apps/crm/segments/index.d.ts +4 -0
  122. package/dist/apps/crm/segments/index.js +7 -0
  123. package/dist/apps/crm/settings/index.d.ts +4 -0
  124. package/dist/apps/crm/settings/index.js +7 -0
  125. package/dist/apps/crm/tasks/index.d.ts +4 -0
  126. package/dist/apps/crm/tasks/index.js +7 -0
  127. package/dist/apps/crm/templates/[uid].d.ts +8 -0
  128. package/dist/apps/crm/templates/[uid].js +7 -0
  129. package/dist/apps/crm/templates/index.d.ts +4 -0
  130. package/dist/apps/crm/templates/index.js +7 -0
  131. package/dist/apps/f/[formUid].d.ts +7 -0
  132. package/dist/apps/f/[formUid].js +6 -0
  133. package/dist/apps/f/_layout.d.ts +8 -0
  134. package/dist/apps/f/_layout.js +8 -0
  135. package/dist/apps/f/index.d.ts +3 -0
  136. package/dist/apps/f/index.js +6 -0
  137. package/dist/apps/shared/components/CrmShell.d.ts +39 -0
  138. package/dist/apps/shared/components/CrmShell.js +127 -0
  139. package/dist/apps/shared/components/FilterBuilder.d.ts +34 -0
  140. package/dist/apps/shared/components/FilterBuilder.js +101 -0
  141. package/dist/apps/shared/components/FormManager.d.ts +7 -0
  142. package/dist/apps/shared/components/FormManager.js +132 -0
  143. package/dist/apps/shared/components/ImportWizard.d.ts +8 -0
  144. package/dist/apps/shared/components/ImportWizard.js +105 -0
  145. package/dist/apps/shared/components/Integrations.d.ts +13 -0
  146. package/dist/apps/shared/components/Integrations.js +164 -0
  147. package/dist/apps/shared/components/ListManager.d.ts +6 -0
  148. package/dist/apps/shared/components/ListManager.js +95 -0
  149. package/dist/apps/shared/components/RecordDetail.d.ts +30 -0
  150. package/dist/apps/shared/components/RecordDetail.js +244 -0
  151. package/dist/apps/shared/components/RecordList.d.ts +13 -0
  152. package/dist/apps/shared/components/RecordList.js +214 -0
  153. package/dist/apps/shared/components/ScoringRules.d.ts +13 -0
  154. package/dist/apps/shared/components/ScoringRules.js +128 -0
  155. package/dist/apps/shared/components/SegmentManager.d.ts +10 -0
  156. package/dist/apps/shared/components/SegmentManager.js +119 -0
  157. package/dist/apps/shared/components/TaskList.d.ts +3 -0
  158. package/dist/apps/shared/components/TaskList.js +62 -0
  159. package/dist/apps/shared/components/TemplateList.d.ts +3 -0
  160. package/dist/apps/shared/components/TemplateList.js +81 -0
  161. package/dist/apps/shared/components/WorkspaceSettings.d.ts +6 -0
  162. package/dist/apps/shared/components/WorkspaceSettings.js +239 -0
  163. package/dist/apps/shared/components/admin/CrmAdmin.d.ts +9 -0
  164. package/dist/apps/shared/components/admin/CrmAdmin.js +56 -0
  165. package/dist/apps/shared/components/automations/AutomationEditor.d.ts +15 -0
  166. package/dist/apps/shared/components/automations/AutomationEditor.js +219 -0
  167. package/dist/apps/shared/components/automations/AutomationList.d.ts +3 -0
  168. package/dist/apps/shared/components/automations/AutomationList.js +65 -0
  169. package/dist/apps/shared/components/automations/StepInspector.d.ts +40 -0
  170. package/dist/apps/shared/components/automations/StepInspector.js +177 -0
  171. package/dist/apps/shared/components/automations/flowModel.d.ts +67 -0
  172. package/dist/apps/shared/components/automations/flowModel.js +292 -0
  173. package/dist/apps/shared/components/campaigns/CampaignEditor.d.ts +11 -0
  174. package/dist/apps/shared/components/campaigns/CampaignEditor.js +163 -0
  175. package/dist/apps/shared/components/campaigns/CampaignList.d.ts +3 -0
  176. package/dist/apps/shared/components/campaigns/CampaignList.js +80 -0
  177. package/dist/apps/shared/components/campaigns/CampaignPage.d.ts +5 -0
  178. package/dist/apps/shared/components/campaigns/CampaignPage.js +24 -0
  179. package/dist/apps/shared/components/campaigns/CampaignReport.d.ts +13 -0
  180. package/dist/apps/shared/components/campaigns/CampaignReport.js +119 -0
  181. package/dist/apps/shared/components/campaigns/campaignUi.d.ts +10 -0
  182. package/dist/apps/shared/components/campaigns/campaignUi.js +24 -0
  183. package/dist/apps/shared/components/deals/ContactDeals.d.ts +5 -0
  184. package/dist/apps/shared/components/deals/ContactDeals.js +18 -0
  185. package/dist/apps/shared/components/deals/DealBoard.d.ts +7 -0
  186. package/dist/apps/shared/components/deals/DealBoard.js +134 -0
  187. package/dist/apps/shared/components/deals/DealDetail.d.ts +8 -0
  188. package/dist/apps/shared/components/deals/DealDetail.js +148 -0
  189. package/dist/apps/shared/components/deals/PipelineManager.d.ts +7 -0
  190. package/dist/apps/shared/components/deals/PipelineManager.js +62 -0
  191. package/dist/apps/shared/components/deals/dealUi.d.ts +7 -0
  192. package/dist/apps/shared/components/deals/dealUi.js +17 -0
  193. package/dist/apps/shared/components/designer/BlockView.d.ts +10 -0
  194. package/dist/apps/shared/components/designer/BlockView.js +37 -0
  195. package/dist/apps/shared/components/designer/Canvas.d.ts +31 -0
  196. package/dist/apps/shared/components/designer/Canvas.js +71 -0
  197. package/dist/apps/shared/components/designer/Inspector.d.ts +27 -0
  198. package/dist/apps/shared/components/designer/Inspector.js +102 -0
  199. package/dist/apps/shared/components/designer/LazyTextBlockEditor.d.ts +7 -0
  200. package/dist/apps/shared/components/designer/LazyTextBlockEditor.js +42 -0
  201. package/dist/apps/shared/components/designer/MergeTagPicker.d.ts +11 -0
  202. package/dist/apps/shared/components/designer/MergeTagPicker.js +15 -0
  203. package/dist/apps/shared/components/designer/PreviewModal.d.ts +15 -0
  204. package/dist/apps/shared/components/designer/PreviewModal.js +50 -0
  205. package/dist/apps/shared/components/designer/TemplateDesigner.d.ts +10 -0
  206. package/dist/apps/shared/components/designer/TemplateDesigner.js +194 -0
  207. package/dist/apps/shared/components/designer/TestSendModal.d.ts +11 -0
  208. package/dist/apps/shared/components/designer/TestSendModal.js +35 -0
  209. package/dist/apps/shared/components/designer/TextBlockEditor.d.ts +16 -0
  210. package/dist/apps/shared/components/designer/TextBlockEditor.js +81 -0
  211. package/dist/apps/shared/components/designer/designModel.d.ts +86 -0
  212. package/dist/apps/shared/components/designer/designModel.js +230 -0
  213. package/dist/apps/shared/components/public/PublicPages.d.ts +29 -0
  214. package/dist/apps/shared/components/public/PublicPages.js +155 -0
  215. package/dist/apps/shared/components/public/honeypot.d.ts +2 -0
  216. package/dist/apps/shared/components/public/honeypot.js +6 -0
  217. package/dist/apps/shared/components/reports/Charts.d.ts +32 -0
  218. package/dist/apps/shared/components/reports/Charts.js +121 -0
  219. package/dist/apps/shared/components/reports/Reports.d.ts +9 -0
  220. package/dist/apps/shared/components/reports/Reports.js +61 -0
  221. package/dist/apps/shared/crmApi.d.ts +909 -0
  222. package/dist/apps/shared/crmApi.js +240 -0
  223. package/dist/apps/shared/fields.d.ts +45 -0
  224. package/dist/apps/shared/fields.js +146 -0
  225. package/dist/apps/shared/publicApi.d.ts +48 -0
  226. package/dist/apps/shared/publicApi.js +17 -0
  227. package/dist/apps/subscriptions/[token].d.ts +7 -0
  228. package/dist/apps/subscriptions/[token].js +6 -0
  229. package/dist/apps/subscriptions/_layout.d.ts +8 -0
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  231. package/dist/apps/subscriptions/confirm/[token].d.ts +7 -0
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  233. package/dist/apps/subscriptions/index.d.ts +3 -0
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  235. package/dist/apps/subscriptions/unsubscribe/[token].d.ts +7 -0
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  255. package/dist/lib/jobs/CampaignJob.js +285 -0
  256. package/dist/lib/jobs/CampaignJob.js.map +1 -0
  257. package/dist/lib/jobs/CrmImportJob.js +218 -0
  258. package/dist/lib/jobs/CrmImportJob.js.map +1 -0
  259. package/dist/lib/jobs/CrmJobBase.js +75 -0
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  303. package/dist/lib/jobs/sql/CrmImportJobSQL.js +14 -0
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  636. package/dist/lib/sending/Engagement.js.map +1 -0
  637. package/dist/lib/sending/Stats.js +70 -0
  638. package/dist/lib/sending/Stats.js.map +1 -0
  639. package/dist/lib/sending/Tracking.js +98 -0
  640. package/dist/lib/sending/Tracking.js.map +1 -0
  641. package/dist/lib/sql.js +80 -0
  642. package/dist/lib/sql.js.map +1 -0
  643. package/dist/lib/templates/Design.js +278 -0
  644. package/dist/lib/templates/Design.js.map +1 -0
  645. package/dist/lib/templates/MergeContext.js +57 -0
  646. package/dist/lib/templates/MergeContext.js.map +1 -0
  647. package/dist/lib/templates/Render.js +147 -0
  648. package/dist/lib/templates/Render.js.map +1 -0
  649. package/dist/lib/templates/Sanitize.js +98 -0
  650. package/dist/lib/templates/Sanitize.js.map +1 -0
  651. package/dist/lib/util/Csv.js +128 -0
  652. package/dist/lib/util/Csv.js.map +1 -0
  653. package/dist/lib/util/ImportMapping.js +206 -0
  654. package/dist/lib/util/ImportMapping.js.map +1 -0
  655. package/dist/lib/util/Mailer.js +43 -0
  656. package/dist/lib/util/Mailer.js.map +1 -0
  657. package/dist/lib/util/PropertyValues.js +145 -0
  658. package/dist/lib/util/PropertyValues.js.map +1 -0
  659. package/dist/lib/util/Secrets.js +31 -0
  660. package/dist/lib/util/Secrets.js.map +1 -0
  661. package/dist/lib/util/Tokens.js +58 -0
  662. package/dist/lib/util/Tokens.js.map +1 -0
  663. package/dist/lib/util/Validation.js +194 -0
  664. package/dist/lib/util/Validation.js.map +1 -0
  665. package/dist/lib/util/WorkspaceAccess.js +55 -0
  666. package/dist/lib/util/WorkspaceAccess.js.map +1 -0
  667. package/dist/lib/webhooks/Deliveries.js +47 -0
  668. package/dist/lib/webhooks/Deliveries.js.map +1 -0
  669. package/dist/lib/webhooks/Webhooks.js +132 -0
  670. package/dist/lib/webhooks/Webhooks.js.map +1 -0
  671. package/dist/types/automation/Dates.d.ts +42 -0
  672. package/dist/types/automation/Engine.d.ts +63 -0
  673. package/dist/types/automation/Events.d.ts +43 -0
  674. package/dist/types/automation/Graph.d.ts +77 -0
  675. package/dist/types/filters/Filter.d.ts +83 -0
  676. package/dist/types/filters/fields.d.ts +9 -0
  677. package/dist/types/index.d.ts +81 -0
  678. package/dist/types/jobs/AutomationRunJob.d.ts +18 -0
  679. package/dist/types/jobs/AutomationTriggerJob.d.ts +23 -0
  680. package/dist/types/jobs/CampaignJob.d.ts +45 -0
  681. package/dist/types/jobs/CrmImportJob.d.ts +44 -0
  682. package/dist/types/jobs/CrmJobBase.d.ts +26 -0
  683. package/dist/types/jobs/CrmMailEventJob.d.ts +102 -0
  684. package/dist/types/jobs/DateTriggerJob.d.ts +21 -0
  685. package/dist/types/jobs/ScoringJob.d.ts +13 -0
  686. package/dist/types/jobs/SegmentRefreshJob.d.ts +16 -0
  687. package/dist/types/jobs/SendDispatchJob.d.ts +52 -0
  688. package/dist/types/jobs/TaskReminderJob.d.ts +12 -0
  689. package/dist/types/jobs/WebhookDeliveryJob.d.ts +22 -0
  690. package/dist/types/jobs/mongo/AutomationRunJobMongo.d.ts +7 -0
  691. package/dist/types/jobs/mongo/AutomationTriggerJobMongo.d.ts +6 -0
  692. package/dist/types/jobs/mongo/CampaignJobMongo.d.ts +6 -0
  693. package/dist/types/jobs/mongo/CrmImportJobMongo.d.ts +8 -0
  694. package/dist/types/jobs/mongo/CrmMailEventJobMongo.d.ts +6 -0
  695. package/dist/types/jobs/mongo/DateTriggerJobMongo.d.ts +6 -0
  696. package/dist/types/jobs/mongo/ScoringJobMongo.d.ts +6 -0
  697. package/dist/types/jobs/mongo/SegmentRefreshJobMongo.d.ts +6 -0
  698. package/dist/types/jobs/mongo/SendDispatchJobMongo.d.ts +6 -0
  699. package/dist/types/jobs/mongo/TaskReminderJobMongo.d.ts +6 -0
  700. package/dist/types/jobs/mongo/WebhookDeliveryJobMongo.d.ts +6 -0
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  704. package/dist/types/jobs/sql/CrmImportJobSQL.d.ts +8 -0
  705. package/dist/types/jobs/sql/CrmMailEventJobSQL.d.ts +6 -0
  706. package/dist/types/jobs/sql/DateTriggerJobSQL.d.ts +6 -0
  707. package/dist/types/jobs/sql/ScoringJobSQL.d.ts +6 -0
  708. package/dist/types/jobs/sql/SegmentRefreshJobSQL.d.ts +6 -0
  709. package/dist/types/jobs/sql/SendDispatchJobSQL.d.ts +6 -0
  710. package/dist/types/jobs/sql/TaskReminderJobSQL.d.ts +6 -0
  711. package/dist/types/jobs/sql/WebhookDeliveryJobSQL.d.ts +6 -0
  712. package/dist/types/models/CrmModelClasses.d.ts +63 -0
  713. package/dist/types/models/mongo/ApiKeyMongo.d.ts +19 -0
  714. package/dist/types/models/mongo/AutomationMongo.d.ts +22 -0
  715. package/dist/types/models/mongo/AutomationVersionMongo.d.ts +16 -0
  716. package/dist/types/models/mongo/CampaignMongo.d.ts +34 -0
  717. package/dist/types/models/mongo/CrmCompanyMongo.d.ts +22 -0
  718. package/dist/types/models/mongo/CrmContactMongo.d.ts +26 -0
  719. package/dist/types/models/mongo/CrmEventMongo.d.ts +17 -0
  720. package/dist/types/models/mongo/CrmFormMongo.d.ts +24 -0
  721. package/dist/types/models/mongo/CrmImportMongo.d.ts +31 -0
  722. package/dist/types/models/mongo/CrmNoteMongo.d.ts +17 -0
  723. package/dist/types/models/mongo/CrmSettingMongo.d.ts +13 -0
  724. package/dist/types/models/mongo/CrmTaskMongo.d.ts +23 -0
  725. package/dist/types/models/mongo/DealMongo.d.ts +27 -0
  726. package/dist/types/models/mongo/EmailTemplateMongo.d.ts +17 -0
  727. package/dist/types/models/mongo/EngagementEventMongo.d.ts +20 -0
  728. package/dist/types/models/mongo/EnrollmentMongo.d.ts +25 -0
  729. package/dist/types/models/mongo/MailingListMongo.d.ts +19 -0
  730. package/dist/types/models/mongo/OutboundSendMongo.d.ts +41 -0
  731. package/dist/types/models/mongo/PipelineMongo.d.ts +15 -0
  732. package/dist/types/models/mongo/PropertyDefinitionMongo.d.ts +19 -0
  733. package/dist/types/models/mongo/PropertyValueMongo.d.ts +18 -0
  734. package/dist/types/models/mongo/SavedBlockMongo.d.ts +14 -0
  735. package/dist/types/models/mongo/ScoringRuleMongo.d.ts +20 -0
  736. package/dist/types/models/mongo/SegmentMongo.d.ts +20 -0
  737. package/dist/types/models/mongo/SubscriptionMongo.d.ts +20 -0
  738. package/dist/types/models/mongo/SuppressionMongo.d.ts +15 -0
  739. package/dist/types/models/mongo/TimelineEventMongo.d.ts +20 -0
  740. package/dist/types/models/mongo/WebhookDeliveryMongo.d.ts +22 -0
  741. package/dist/types/models/mongo/WebhookEndpointMongo.d.ts +21 -0
  742. package/dist/types/models/mongo/WorkspaceMemberMongo.d.ts +17 -0
  743. package/dist/types/models/mongo/WorkspaceMongo.d.ts +21 -0
  744. package/dist/types/models/mongo/WorkspaceSenderMongo.d.ts +18 -0
  745. package/dist/types/models/mongo/index.d.ts +3 -0
  746. package/dist/types/models/sql/ApiKeySQL.d.ts +19 -0
  747. package/dist/types/models/sql/AutomationSQL.d.ts +22 -0
  748. package/dist/types/models/sql/AutomationVersionSQL.d.ts +16 -0
  749. package/dist/types/models/sql/CampaignSQL.d.ts +34 -0
  750. package/dist/types/models/sql/CrmCompanySQL.d.ts +22 -0
  751. package/dist/types/models/sql/CrmContactSQL.d.ts +26 -0
  752. package/dist/types/models/sql/CrmEventSQL.d.ts +17 -0
  753. package/dist/types/models/sql/CrmFormSQL.d.ts +24 -0
  754. package/dist/types/models/sql/CrmImportSQL.d.ts +31 -0
  755. package/dist/types/models/sql/CrmNoteSQL.d.ts +17 -0
  756. package/dist/types/models/sql/CrmSettingSQL.d.ts +13 -0
  757. package/dist/types/models/sql/CrmTaskSQL.d.ts +23 -0
  758. package/dist/types/models/sql/DealSQL.d.ts +27 -0
  759. package/dist/types/models/sql/EmailTemplateSQL.d.ts +17 -0
  760. package/dist/types/models/sql/EngagementEventSQL.d.ts +20 -0
  761. package/dist/types/models/sql/EnrollmentSQL.d.ts +25 -0
  762. package/dist/types/models/sql/MailingListSQL.d.ts +19 -0
  763. package/dist/types/models/sql/OutboundSendSQL.d.ts +41 -0
  764. package/dist/types/models/sql/PipelineSQL.d.ts +15 -0
  765. package/dist/types/models/sql/PropertyDefinitionSQL.d.ts +19 -0
  766. package/dist/types/models/sql/PropertyValueSQL.d.ts +18 -0
  767. package/dist/types/models/sql/SavedBlockSQL.d.ts +14 -0
  768. package/dist/types/models/sql/ScoringRuleSQL.d.ts +20 -0
  769. package/dist/types/models/sql/SegmentSQL.d.ts +20 -0
  770. package/dist/types/models/sql/SubscriptionSQL.d.ts +20 -0
  771. package/dist/types/models/sql/SuppressionSQL.d.ts +15 -0
  772. package/dist/types/models/sql/TimelineEventSQL.d.ts +20 -0
  773. package/dist/types/models/sql/WebhookDeliverySQL.d.ts +22 -0
  774. package/dist/types/models/sql/WebhookEndpointSQL.d.ts +21 -0
  775. package/dist/types/models/sql/WorkspaceMemberSQL.d.ts +17 -0
  776. package/dist/types/models/sql/WorkspaceSQL.d.ts +21 -0
  777. package/dist/types/models/sql/WorkspaceSenderSQL.d.ts +18 -0
  778. package/dist/types/models/sql/index.d.ts +3 -0
  779. package/dist/types/models/types.d.ts +902 -0
  780. package/dist/types/mongo.d.ts +75 -0
  781. package/dist/types/purge.d.ts +32 -0
  782. package/dist/types/routes/BaseAnalyticsRoute.d.ts +87 -0
  783. package/dist/types/routes/BaseApiKeyRoute.d.ts +31 -0
  784. package/dist/types/routes/BaseAutomationRoute.d.ts +56 -0
  785. package/dist/types/routes/BaseCampaignRoute.d.ts +66 -0
  786. package/dist/types/routes/BaseCompanyRoute.d.ts +30 -0
  787. package/dist/types/routes/BaseContactRoute.d.ts +42 -0
  788. package/dist/types/routes/BaseCrmAdminRoute.d.ts +41 -0
  789. package/dist/types/routes/BaseDealRoute.d.ts +65 -0
  790. package/dist/types/routes/BaseFormRoute.d.ts +25 -0
  791. package/dist/types/routes/BaseImportRoute.d.ts +39 -0
  792. package/dist/types/routes/BaseIntegrationRoute.d.ts +46 -0
  793. package/dist/types/routes/BaseListRoute.d.ts +26 -0
  794. package/dist/types/routes/BaseNoteRoute.d.ts +15 -0
  795. package/dist/types/routes/BasePipelineRoute.d.ts +31 -0
  796. package/dist/types/routes/BasePropertyDefinitionRoute.d.ts +24 -0
  797. package/dist/types/routes/BasePublicRoute.d.ts +129 -0
  798. package/dist/types/routes/BaseSavedBlockRoute.d.ts +16 -0
  799. package/dist/types/routes/BaseScoringRuleRoute.d.ts +33 -0
  800. package/dist/types/routes/BaseSegmentRoute.d.ts +36 -0
  801. package/dist/types/routes/BaseSubscriptionRoute.d.ts +20 -0
  802. package/dist/types/routes/BaseSuppressionRoute.d.ts +17 -0
  803. package/dist/types/routes/BaseTaggedRecordRoute.d.ts +85 -0
  804. package/dist/types/routes/BaseTaskRoute.d.ts +18 -0
  805. package/dist/types/routes/BaseTemplateRoute.d.ts +52 -0
  806. package/dist/types/routes/BaseTimelineRoute.d.ts +10 -0
  807. package/dist/types/routes/BaseTrackingRoute.d.ts +21 -0
  808. package/dist/types/routes/BaseWebhookRoute.d.ts +49 -0
  809. package/dist/types/routes/BaseWorkspaceRecordRoute.d.ts +78 -0
  810. package/dist/types/routes/BaseWorkspaceRoute.d.ts +78 -0
  811. package/dist/types/routes/CrmRouteBase.d.ts +95 -0
  812. package/dist/types/routes/mongo/AnalyticsRouteMongo.d.ts +6 -0
  813. package/dist/types/routes/mongo/ApiKeyRouteMongo.d.ts +6 -0
  814. package/dist/types/routes/mongo/AutomationRouteMongo.d.ts +6 -0
  815. package/dist/types/routes/mongo/CampaignRouteMongo.d.ts +6 -0
  816. package/dist/types/routes/mongo/CompanyRouteMongo.d.ts +6 -0
  817. package/dist/types/routes/mongo/ContactRouteMongo.d.ts +6 -0
  818. package/dist/types/routes/mongo/CrmAdminRouteMongo.d.ts +6 -0
  819. package/dist/types/routes/mongo/DealRouteMongo.d.ts +6 -0
  820. package/dist/types/routes/mongo/FormRouteMongo.d.ts +6 -0
  821. package/dist/types/routes/mongo/ImportRouteMongo.d.ts +6 -0
  822. package/dist/types/routes/mongo/IntegrationRouteMongo.d.ts +7 -0
  823. package/dist/types/routes/mongo/ListRouteMongo.d.ts +6 -0
  824. package/dist/types/routes/mongo/NoteRouteMongo.d.ts +6 -0
  825. package/dist/types/routes/mongo/PipelineRouteMongo.d.ts +6 -0
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  828. package/dist/types/routes/mongo/SavedBlockRouteMongo.d.ts +6 -0
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  830. package/dist/types/routes/mongo/SegmentRouteMongo.d.ts +6 -0
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  832. package/dist/types/routes/mongo/SuppressionRouteMongo.d.ts +6 -0
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  834. package/dist/types/routes/mongo/TemplateRouteMongo.d.ts +6 -0
  835. package/dist/types/routes/mongo/TimelineRouteMongo.d.ts +6 -0
  836. package/dist/types/routes/mongo/TrackingRouteMongo.d.ts +6 -0
  837. package/dist/types/routes/mongo/WebhookRouteMongo.d.ts +6 -0
  838. package/dist/types/routes/mongo/WorkspaceRouteMongo.d.ts +6 -0
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  870. package/dist/types/sending/Engagement.d.ts +50 -0
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  887. package/dist/types/webhooks/Webhooks.d.ts +43 -0
  888. package/package.json +226 -0
package/apps/shared/components/reports/Charts.tsx ADDED
@@ -0,0 +1,315 @@
1
+ ///////////////////////////////////////////////////////////////////////////////
2
+ // Copyright (C) 2026 Jean-Philippe Steinmetz
3
+ // SPDX-License-Identifier: MPL-2.0
4
+ ///////////////////////////////////////////////////////////////////////////////
5
+ import React, { KeyboardEvent, MouseEvent, useState } from "react";
6
+
7
+ /**
8
+ * The chart colors, by role. The three series slots are a validated categorical order (checked for color-vision deficiency
9
+ * separation in both schemes); the dark steps are their own, not a flip. `<html data-theme>` wins over the system's scheme.
10
+ */
11
+ export const VIZ_STYLE = `
12
+ .crm-viz {
13
+ --viz-series-1: #2a78d6; --viz-series-2: #eb6834; --viz-series-3: #1baf7a;
14
+ --viz-grid: #e1e0d9; --viz-axis: #c3c2b7; --viz-muted: #898781; --viz-surface: #fcfcfb;
15
+ }
16
+ @media (prefers-color-scheme: dark) {
17
+ :root:where(:not([data-theme="light"])) .crm-viz {
18
+ --viz-series-1: #3987e5; --viz-series-2: #d95926; --viz-series-3: #199e70;
19
+ --viz-grid: #2c2c2a; --viz-axis: #383835; --viz-surface: #1a1a19;
20
+ }
21
+ }
22
+ :root[data-theme="dark"] .crm-viz {
23
+ --viz-series-1: #3987e5; --viz-series-2: #d95926; --viz-series-3: #199e70;
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+ --viz-grid: #2c2c2a; --viz-axis: #383835; --viz-surface: #1a1a19;
25
+ }
26
+ `;
27
+
28
+ const WIDTH = 640;
29
+ const HEIGHT = 200;
30
+ const PAD = { top: 12, right: 96, bottom: 24, left: 44 };
31
+ const PLOT_W = WIDTH - PAD.left - PAD.right;
32
+ const PLOT_H = HEIGHT - PAD.top - PAD.bottom;
33
+
34
+ /** One line of a chart, in a fixed slot (1-3) so its color follows it whatever else is shown. */
35
+ export interface Series {
36
+ key: string;
37
+ label: string;
38
+ slot: 1 | 2 | 3;
39
+ values: number[];
40
+ }
41
+
42
+ /** The smallest of 1, 2, 5 × 10ⁿ at or above `value` (1 for nothing), so the axis reads in round numbers. */
43
+ export function niceMax(value: number): number {
44
+ if (value <= 0) {
45
+ return 1;
46
+ }
47
+ const magnitude: number = 10 ** Math.floor(Math.log10(value));
48
+ const step: number = [1, 2, 5, 10].find((candidate) => candidate * magnitude >= value)!;
49
+ return step * magnitude;
50
+ }
51
+
52
+ /** `YYYY-MM-DD` as a short day ("Mar 4"), in UTC like the reports. */
53
+ export function shortDate(date: string): string {
54
+ return new Date(`${date}T00:00:00Z`).toLocaleDateString(undefined, { month: "short", day: "numeric", timeZone: "UTC" });
55
+ }
56
+
57
+ const x = (index: number, count: number): number => PAD.left + (count <= 1 ? PLOT_W / 2 : (index / (count - 1)) * PLOT_W);
58
+ const y = (value: number, max: number): number => PAD.top + PLOT_H - (value / max) * PLOT_H;
59
+
60
+ /** The day under the pointer, from its position across the plot. */
61
+ function indexAt(event: MouseEvent<SVGElement>, count: number): number {
62
+ const box: DOMRect = event.currentTarget.getBoundingClientRect();
63
+ const plotX: number = box.width > 0 ? ((event.clientX - box.left) / box.width) * WIDTH : PAD.left;
64
+ const ratio: number = (plotX - PAD.left) / PLOT_W;
65
+ return Math.min(count - 1, Math.max(0, Math.round(ratio * (count - 1))));
66
+ }
67
+
68
+ /** Gridlines and the value axis: four steps up to `max`. */
69
+ function Grid({ max, format }: { max: number; format: (value: number) => string }) {
70
+ return (
71
+ <g>
72
+ {[0, 1, 2, 3, 4].map((step) => {
73
+ const value: number = (max / 4) * step;
74
+ return (
75
+ <g key={step}>
76
+ <line x1={PAD.left} x2={PAD.left + PLOT_W} y1={y(value, max)} y2={y(value, max)} stroke={step === 0 ? "var(--viz-axis)" : "var(--viz-grid)"} strokeWidth={1} />
77
+ <text x={PAD.left - 6} y={y(value, max)} dy="0.32em" textAnchor="end" fontSize={10} fill="var(--viz-muted)" style={{ fontVariantNumeric: "tabular-nums" }}>
78
+ {format(value)}
79
+ </text>
80
+ </g>
81
+ );
82
+ })}
83
+ </g>
84
+ );
85
+ }
86
+
87
+ /** The first, middle and last days under the plot. */
88
+ function DayAxis({ days }: { days: string[] }) {
89
+ const shown: number[] = [...new Set([0, Math.floor((days.length - 1) / 2), days.length - 1])];
90
+ return (
91
+ <g>
92
+ {shown.map((index) => (
93
+ <text key={index} x={x(index, days.length)} y={HEIGHT - 6} textAnchor={index === 0 ? "start" : index === days.length - 1 ? "end" : "middle"} fontSize={10} fill="var(--viz-muted)">
94
+ {shortDate(days[index])}
95
+ </text>
96
+ ))}
97
+ </g>
98
+ );
99
+ }
100
+
101
+ /** A table of the same numbers, for reading exact values and for assistive technology. */
102
+ function DataTable({ days, columns, format }: { days: string[]; columns: { label: string; values: number[] }[]; format: (value: number) => string }) {
103
+ return (
104
+ <div className="max-h-64 overflow-y-auto mt-2">
105
+ <table className="w-full text-sm">
106
+ <thead>
107
+ <tr className="text-left text-text-muted">
108
+ <th className="font-normal py-1">Day</th>
109
+ {columns.map((column) => (
110
+ <th key={column.label} className="font-normal py-1 text-right">
111
+ {column.label}
112
+ </th>
113
+ ))}
114
+ </tr>
115
+ </thead>
116
+ <tbody>
117
+ {days.map((day, index) => (
118
+ <tr key={day} className="border-t border-border">
119
+ <td className="py-1">{shortDate(day)}</td>
120
+ {columns.map((column) => (
121
+ <td key={column.label} className="py-1 text-right tabular-nums">
122
+ {format(column.values[index])}
123
+ </td>
124
+ ))}
125
+ </tr>
126
+ ))}
127
+ </tbody>
128
+ </table>
129
+ </div>
130
+ );
131
+ }
132
+
133
+ /** A chart's frame: its title, legend, the chart or its table, and the switch between them. */
134
+ function ChartFrame({
135
+ title,
136
+ legend,
137
+ table,
138
+ children,
139
+ }: React.PropsWithChildren<{ title: string; legend?: Series[]; table: React.ReactNode }>) {
140
+ const [showTable, setShowTable] = useState<boolean>(false);
141
+ return (
142
+ <figure className="crm-viz border border-border rounded-sm p-3 m-0">
143
+ <div className="flex items-center gap-3 mb-2 flex-wrap">
144
+ <figcaption className="text-sm font-semibold">{title}</figcaption>
145
+ {legend && (
146
+ <ul className="flex gap-3 text-xs text-text-muted list-none m-0 p-0" aria-label="Legend">
147
+ {legend.map((series) => (
148
+ <li key={series.key} className="flex items-center gap-1">
149
+ <span aria-hidden className="inline-block w-3 h-0.5 rounded-full" style={{ background: `var(--viz-series-${series.slot})` }} />
150
+ {series.label}
151
+ </li>
152
+ ))}
153
+ </ul>
154
+ )}
155
+ <button type="button" className="ml-auto text-xs text-primary hover:underline" aria-pressed={showTable} onClick={() => setShowTable(!showTable)}>
156
+ {showTable ? "Show chart" : "Show table"}
157
+ </button>
158
+ </div>
159
+ {showTable ? table : children}
160
+ </figure>
161
+ );
162
+ }
163
+
164
+ /** The hover card: the day and each value, in text ink beside a colored key. */
165
+ function Tooltip({ index, count, day, rows }: { index: number; count: number; day: string; rows: { label: string; value: string; slot: number }[] }) {
166
+ const left: number = (x(index, count) / WIDTH) * 100;
167
+ return (
168
+ <div
169
+ role="status"
170
+ className="absolute top-0 pointer-events-none bg-surface border border-border rounded-sm shadow-sm px-2 py-1 text-xs whitespace-nowrap"
171
+ style={left > 60 ? { right: `${100 - left + 2}%` } : { left: `${left + 2}%` }}
172
+ >
173
+ <div className="font-semibold">{shortDate(day)}</div>
174
+ {rows.map((row) => (
175
+ <div key={row.label} className="flex items-center gap-1">
176
+ <span aria-hidden className="inline-block w-2 h-2 rounded-full" style={{ background: `var(--viz-series-${row.slot})` }} />
177
+ <span className="text-text-muted">{row.label}</span>
178
+ <span className="ml-auto pl-2 tabular-nums">{row.value}</span>
179
+ </div>
180
+ ))}
181
+ </div>
182
+ );
183
+ }
184
+
185
+ /** Moves the highlighted day with the arrow keys, Home and End. */
186
+ function useDayCursor(count: number): [number | null, (index: number | null) => void, (event: KeyboardEvent) => void] {
187
+ const [active, setActive] = useState<number | null>(null);
188
+ const onKeyDown = (event: KeyboardEvent) => {
189
+ const moves: Record<string, number> = { ArrowLeft: (active ?? count) - 1, ArrowRight: (active ?? -1) + 1, Home: 0, End: count - 1 };
190
+ if (event.key in moves) {
191
+ event.preventDefault();
192
+ setActive(Math.min(count - 1, Math.max(0, moves[event.key])));
193
+ } else if (event.key === "Escape") {
194
+ setActive(null);
195
+ }
196
+ };
197
+ return [active, setActive, onKeyDown];
198
+ }
199
+
200
+ /** Lines over days, labelled at their ends, with a crosshair and a card of every value on hover. */
201
+ export function LineChart({ title, days, series, format = (value) => value.toLocaleString() }: { title: string; days: string[]; series: Series[]; format?: (value: number) => string }) {
202
+ const [active, setActive, onKeyDown] = useDayCursor(days.length);
203
+ const max: number = niceMax(Math.max(0, ...series.flatMap((entry) => entry.values)));
204
+ const last: number = days.length - 1;
205
+ // End labels, pushed apart so they never overlap.
206
+ const labels = series.map((entry) => ({ entry, at: y(entry.values[last], max) })).sort((a, b) => a.at - b.at);
207
+ for (let index = 1; index < labels.length; index++) {
208
+ labels[index].at = Math.max(labels[index].at, labels[index - 1].at + 12);
209
+ }
210
+ return (
211
+ <ChartFrame
212
+ title={title}
213
+ legend={series}
214
+ table={<DataTable days={days} columns={series.map(({ label, values }) => ({ label, values }))} format={format} />}
215
+ >
216
+ <div className="relative">
217
+ <svg
218
+ viewBox={`0 0 ${WIDTH} ${HEIGHT}`}
219
+ className="w-full h-auto block outline-none focus-visible:ring-2 focus-visible:ring-primary"
220
+ role="img"
221
+ aria-label={`${title}, ${shortDate(days[0])} to ${shortDate(days[last])}`}
222
+ tabIndex={0}
223
+ onKeyDown={onKeyDown}
224
+ onMouseMove={(event) => setActive(indexAt(event, days.length))}
225
+ onMouseLeave={() => setActive(null)}
226
+ onBlur={() => setActive(null)}
227
+ >
228
+ <Grid max={max} format={format} />
229
+ <DayAxis days={days} />
230
+ {active !== null && <line x1={x(active, days.length)} x2={x(active, days.length)} y1={PAD.top} y2={PAD.top + PLOT_H} stroke="var(--viz-axis)" strokeWidth={1} />}
231
+ {series.map((entry) => (
232
+ <path
233
+ key={entry.key}
234
+ d={entry.values.map((value, index) => `${index === 0 ? "M" : "L"}${x(index, days.length).toFixed(1)},${y(value, max).toFixed(1)}`).join("")}
235
+ fill="none"
236
+ stroke={`var(--viz-series-${entry.slot})`}
237
+ strokeWidth={2}
238
+ strokeLinejoin="round"
239
+ strokeLinecap="round"
240
+ />
241
+ ))}
242
+ {active !== null &&
243
+ series.map((entry) => (
244
+ <circle key={entry.key} cx={x(active, days.length)} cy={y(entry.values[active], max)} r={4} fill={`var(--viz-series-${entry.slot})`} stroke="var(--viz-surface)" strokeWidth={2} />
245
+ ))}
246
+ {labels.map(({ entry, at }) => (
247
+ <text key={entry.key} x={PAD.left + PLOT_W + 6} y={at} dy="0.32em" fontSize={11} fill="currentColor">
248
+ {entry.label}
249
+ </text>
250
+ ))}
251
+ </svg>
252
+ {active !== null && (
253
+ <Tooltip
254
+ index={active}
255
+ count={days.length}
256
+ day={days[active]}
257
+ rows={series.map((entry) => ({ label: entry.label, value: format(entry.values[active]), slot: entry.slot }))}
258
+ />
259
+ )}
260
+ </div>
261
+ </ChartFrame>
262
+ );
263
+ }
264
+
265
+ /** One measure per day as columns (rounded at the top, gapped), with a card of the value on hover. */
266
+ export function ColumnChart({ title, label, days, values, format = (value) => value.toLocaleString() }: { title: string; label: string; days: string[]; values: number[]; format?: (value: number) => string }) {
267
+ const [active, setActive, onKeyDown] = useDayCursor(days.length);
268
+ const max: number = niceMax(Math.max(0, ...values));
269
+ const slotWidth: number = PLOT_W / days.length;
270
+ const barWidth: number = Math.max(1, slotWidth - 2);
271
+ const baseline: number = PAD.top + PLOT_H;
272
+ return (
273
+ <ChartFrame title={title} table={<DataTable days={days} columns={[{ label, values }]} format={format} />}>
274
+ <div className="relative">
275
+ <svg
276
+ viewBox={`0 0 ${WIDTH} ${HEIGHT}`}
277
+ className="w-full h-auto block outline-none focus-visible:ring-2 focus-visible:ring-primary"
278
+ role="img"
279
+ aria-label={`${title}, ${shortDate(days[0])} to ${shortDate(days[days.length - 1])}`}
280
+ tabIndex={0}
281
+ onKeyDown={onKeyDown}
282
+ onMouseLeave={() => setActive(null)}
283
+ onBlur={() => setActive(null)}
284
+ >
285
+ <Grid max={max} format={format} />
286
+ {values.map((value, index) => {
287
+ const left: number = PAD.left + index * slotWidth + 1;
288
+ const height: number = (value / max) * PLOT_H;
289
+ const radius: number = Math.min(4, barWidth / 2, height);
290
+ return (
291
+ <g key={days[index]} onMouseEnter={() => setActive(index)}>
292
+ {/* The hit target is the whole day's slot, taller and wider than the column. */}
293
+ <rect x={left - 1} y={PAD.top} width={slotWidth} height={PLOT_H} fill="transparent" />
294
+ {height > 0 && (
295
+ <path
296
+ d={`M${left},${baseline}V${baseline - height + radius}q0,-${radius} ${radius},-${radius}h${barWidth - 2 * radius}q${radius},0 ${radius},${radius}V${baseline}Z`}
297
+ fill="var(--viz-series-1)"
298
+ opacity={active === null || active === index ? 1 : 0.55}
299
+ />
300
+ )}
301
+ </g>
302
+ );
303
+ })}
304
+ <text x={PAD.left} y={HEIGHT - 6} fontSize={10} fill="var(--viz-muted)">
305
+ {shortDate(days[0])}
306
+ </text>
307
+ <text x={PAD.left + PLOT_W} y={HEIGHT - 6} textAnchor="end" fontSize={10} fill="var(--viz-muted)">
308
+ {shortDate(days[days.length - 1])}
309
+ </text>
310
+ </svg>
311
+ {active !== null && <Tooltip index={active} count={days.length} day={days[active]} rows={[{ label, value: format(values[active]), slot: 1 }]} />}
312
+ </div>
313
+ </ChartFrame>
314
+ );
315
+ }
package/apps/shared/components/reports/Reports.tsx ADDED
@@ -0,0 +1,198 @@
1
+ ///////////////////////////////////////////////////////////////////////////////
2
+ // Copyright (C) 2026 Jean-Philippe Steinmetz
3
+ // SPDX-License-Identifier: MPL-2.0
4
+ ///////////////////////////////////////////////////////////////////////////////
5
+ import React, { useEffect, useState } from "react";
6
+ import Alert from "@rapidmx/web-client/lib/components/feedback/Alert.js";
7
+ import { EmailReport, GrowthReport, Pipeline, SalesReport, emailReport, errorMessage, growthReport, listPipelines, salesReport } from "../../crmApi.js";
8
+ import { INPUT_CLASS, useCrm } from "../CrmShell.js";
9
+ import { percent } from "../campaigns/campaignUi.js";
10
+ import { ColumnChart, LineChart, VIZ_STYLE } from "./Charts.js";
11
+
12
+ /** The report periods offered, in days. */
13
+ export const PERIODS: readonly number[] = [7, 30, 90, 365];
14
+
15
+ /** A headline number, with what it is of beneath. */
16
+ function Stat({ label, value, detail }: { label: string; value: string; detail?: string }) {
17
+ return (
18
+ <div className="border border-border rounded-sm p-3">
19
+ <div className="text-xs uppercase tracking-wide text-text-muted">{label}</div>
20
+ <div className="text-xl font-bold">{value}</div>
21
+ {detail && <div className="text-xs text-text-muted">{detail}</div>}
22
+ </div>
23
+ );
24
+ }
25
+
26
+ const count = (value: number): string => value.toLocaleString();
27
+
28
+ /**
29
+ * The workspace's reports over a period: email performance by day (sent, opened, clicked) with its rates and the recipient domains
30
+ * mailed most; audience growth (new contacts, subscribes and unsubscribes) with each list's subscribers; and sales (deals won by
31
+ * value, what is open, the win rate) for all pipelines or one. Days are UTC days.
32
+ */
33
+ export default function Reports() {
34
+ const { workspace } = useCrm();
35
+ const [days, setDays] = useState<number>(30);
36
+ const [pipelineUid, setPipelineUid] = useState<string>("");
37
+ const [pipelines, setPipelines] = useState<Pipeline[]>([]);
38
+ const [email, setEmail] = useState<EmailReport | null>(null);
39
+ const [growth, setGrowth] = useState<GrowthReport | null>(null);
40
+ const [sales, setSales] = useState<SalesReport | null>(null);
41
+ const [error, setError] = useState<string | null>(null);
42
+
43
+ useEffect(() => {
44
+ listPipelines(workspace.uid).then(setPipelines, () => setPipelines([]));
45
+ }, [workspace.uid]);
46
+
47
+ useEffect(() => {
48
+ let current = true;
49
+ setError(null);
50
+ Promise.all([emailReport(workspace.uid, days), growthReport(workspace.uid, days), salesReport(workspace.uid, days, pipelineUid || undefined)]).then(
51
+ ([nextEmail, nextGrowth, nextSales]) => {
52
+ if (current) {
53
+ setEmail(nextEmail);
54
+ setGrowth(nextGrowth);
55
+ setSales(nextSales);
56
+ }
57
+ },
58
+ (err) => current && setError(errorMessage(err, "Could not load the reports.")),
59
+ );
60
+ return () => {
61
+ current = false;
62
+ };
63
+ }, [workspace.uid, days, pipelineUid]);
64
+
65
+ const dates: string[] = email?.days.map((day) => day.date) ?? [];
66
+ const closed: number = sales ? sales.won.count + sales.lost : 0;
67
+ return (
68
+ <div>
69
+ <style>{VIZ_STYLE}</style>
70
+ <div className="flex items-center gap-3 mb-4 flex-wrap">
71
+ <h1 className="text-xl font-bold mr-auto">Reports</h1>
72
+ <label className="text-sm flex items-center gap-2">
73
+ Period
74
+ <select className={INPUT_CLASS} value={days} onChange={(event) => setDays(Number(event.target.value))}>
75
+ {PERIODS.map((period) => (
76
+ <option key={period} value={period}>
77
+ Last {period} days
78
+ </option>
79
+ ))}
80
+ </select>
81
+ </label>
82
+ <label className="text-sm flex items-center gap-2">
83
+ Pipeline
84
+ <select className={INPUT_CLASS} value={pipelineUid} onChange={(event) => setPipelineUid(event.target.value)}>
85
+ <option value="">All pipelines</option>
86
+ {pipelines.map((pipeline) => (
87
+ <option key={pipeline.uid} value={pipeline.uid}>
88
+ {pipeline.name}
89
+ </option>
90
+ ))}
91
+ </select>
92
+ </label>
93
+ </div>
94
+ {error && <Alert>{error}</Alert>}
95
+ {!error && !email && <p className="text-sm text-text-muted">Loading&hellip;</p>}
96
+ {email && growth && sales && (
97
+ <div className="flex flex-col gap-8">
98
+ <section aria-labelledby="crm-report-email">
99
+ <h2 id="crm-report-email" className="text-lg font-semibold mb-3">
100
+ Email
101
+ </h2>
102
+ <div className="grid grid-cols-2 sm:grid-cols-4 gap-3 mb-4">
103
+ <Stat label="Sent" value={count(email.totals.sent)} />
104
+ <Stat label="Open rate" value={percent(email.totals.opened, email.totals.sent)} detail={`${count(email.totals.opened)} opened`} />
105
+ <Stat label="Click rate" value={percent(email.totals.clicked, email.totals.sent)} detail={`${count(email.totals.clicked)} clicked`} />
106
+ <Stat label="Reply rate" value={percent(email.totals.replied, email.totals.sent)} detail={`${count(email.totals.replied)} replied`} />
107
+ <Stat label="Bounce rate" value={percent(email.totals.bounced, email.totals.sent)} detail={`${count(email.totals.bounced)} bounced`} />
108
+ <Stat label="Unsubscribe rate" value={percent(email.totals.unsubscribed, email.totals.sent)} detail={`${count(email.totals.unsubscribed)} unsubscribed`} />
109
+ <Stat label="Spam complaints" value={count(email.totals.complained)} />
110
+ </div>
111
+ <LineChart
112
+ title="Messages per day"
113
+ days={dates}
114
+ series={[
115
+ { key: "sent", label: "Sent", slot: 1, values: email.days.map((day) => day.sent) },
116
+ { key: "opened", label: "Opened", slot: 2, values: email.days.map((day) => day.opened) },
117
+ { key: "clicked", label: "Clicked", slot: 3, values: email.days.map((day) => day.clicked) },
118
+ ]}
119
+ />
120
+ <h3 className="text-sm font-semibold mt-4 mb-1">Top recipient domains</h3>
121
+ {email.domains.length === 0 ? (
122
+ <p className="text-sm text-text-muted">Nothing was sent in this period.</p>
123
+ ) : (
124
+ <table className="w-full text-sm">
125
+ <thead>
126
+ <tr className="text-left text-text-muted">
127
+ <th className="font-normal py-1">Domain</th>
128
+ <th className="font-normal py-1 text-right">Sent</th>
129
+ <th className="font-normal py-1 text-right">Open rate</th>
130
+ <th className="font-normal py-1 text-right">Click rate</th>
131
+ </tr>
132
+ </thead>
133
+ <tbody>
134
+ {email.domains.map((domain) => (
135
+ <tr key={domain.domain} className="border-t border-border">
136
+ <td className="py-1">{domain.domain}</td>
137
+ <td className="py-1 text-right tabular-nums">{count(domain.sent)}</td>
138
+ <td className="py-1 text-right tabular-nums">{percent(domain.opened, domain.sent)}</td>
139
+ <td className="py-1 text-right tabular-nums">{percent(domain.clicked, domain.sent)}</td>
140
+ </tr>
141
+ ))}
142
+ </tbody>
143
+ </table>
144
+ )}
145
+ </section>
146
+
147
+ <section aria-labelledby="crm-report-growth">
148
+ <h2 id="crm-report-growth" className="text-lg font-semibold mb-3">
149
+ Audience
150
+ </h2>
151
+ <div className="grid grid-cols-2 sm:grid-cols-4 gap-3 mb-4">
152
+ <Stat label="Contacts" value={count(growth.contacts)} />
153
+ <Stat label="New contacts" value={count(growth.days.reduce((sum, day) => sum + day.contacts, 0))} />
154
+ <Stat label="Subscribes" value={count(growth.days.reduce((sum, day) => sum + day.subscribed, 0))} />
155
+ <Stat label="Unsubscribes" value={count(growth.days.reduce((sum, day) => sum + day.unsubscribed, 0))} />
156
+ </div>
157
+ <LineChart
158
+ title="Audience per day"
159
+ days={growth.days.map((day) => day.date)}
160
+ series={[
161
+ { key: "contacts", label: "New contacts", slot: 1, values: growth.days.map((day) => day.contacts) },
162
+ { key: "subscribed", label: "Subscribes", slot: 2, values: growth.days.map((day) => day.subscribed) },
163
+ { key: "unsubscribed", label: "Unsubscribes", slot: 3, values: growth.days.map((day) => day.unsubscribed) },
164
+ ]}
165
+ />
166
+ {growth.lists.length > 0 && (
167
+ <>
168
+ <h3 className="text-sm font-semibold mt-4 mb-1">Subscribers by list</h3>
169
+ <ul className="text-sm list-none m-0 p-0">
170
+ {growth.lists.map((list) => (
171
+ <li key={list.uid} className="flex border-t border-border py-1">
172
+ <span>{list.name}</span>
173
+ <span className="ml-auto tabular-nums">{count(list.subscribed)}</span>
174
+ </li>
175
+ ))}
176
+ </ul>
177
+ </>
178
+ )}
179
+ </section>
180
+
181
+ <section aria-labelledby="crm-report-sales">
182
+ <h2 id="crm-report-sales" className="text-lg font-semibold mb-3">
183
+ Sales
184
+ </h2>
185
+ <div className="grid grid-cols-2 sm:grid-cols-4 gap-3 mb-4">
186
+ <Stat label="Open deals" value={count(sales.open.count)} detail={`${count(sales.open.amount)} in value`} />
187
+ <Stat label="Won" value={count(sales.won.count)} detail={`${count(sales.won.amount)} in value`} />
188
+ <Stat label="Lost" value={count(sales.lost)} />
189
+ <Stat label="Win rate" value={percent(sales.won.count, closed)} detail={`of ${count(closed)} closed`} />
190
+ </div>
191
+ <ColumnChart title="Value won per day" label="Value won" days={sales.days.map((day) => day.date)} values={sales.days.map((day) => day.wonAmount)} />
192
+ <p className="text-xs text-text-muted mt-2">Values add up deal amounts as they are, whatever their currency.</p>
193
+ </section>
194
+ </div>
195
+ )}
196
+ </div>
197
+ );
198
+ }