realtimex-crm 0.13.1 → 0.13.5

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "realtimex-crm",
-  "version": "0.13.1",
+  "version": "0.13.5",
   "description": "RealTimeX CRM - A full-featured CRM built with React, shadcn-admin-kit, and Supabase. Fork of Atomic CRM with RealTimeX App SDK integration.",
   "type": "module",
   "main": "./dist/index.js",

package/src/components/atomic-crm/companies/CompanyAside.tsx

@@ -14,6 +14,7 @@ import { SaleName } from "../sales/SaleName";
 import type { Company } from "../types";
 import { sizes } from "./sizes";
 import { CompanyMergeButton } from "./CompanyMergeButton";
+import { CompanyHealthCard } from "./CompanyHealthCard";
 
 interface CompanyAsideProps {
   link?: string;
@@ -33,6 +34,8 @@ export const CompanyAside = ({ link = "edit" }: CompanyAsideProps) => {
         )}
       </div>
 
+      <CompanyHealthCard />
+
       <CompanyInfo record={record} />
 
       <AddressInfo record={record} />
@@ -168,7 +171,7 @@ const AdditionalInfo = ({ record }: { record: Company }) => {
       {record.description && (
         <p className="text-sm  mb-1">{record.description}</p>
       )}
-      {record.context_links && (
+      {record.context_links && Array.isArray(record.context_links) && (
         <div className="flex flex-col">
           {record.context_links.map((link, index) =>
             link ? (

package/src/components/atomic-crm/companies/CompanyHealthCard.tsx

@@ -0,0 +1,157 @@
+import { formatDistance } from "date-fns";
+import { Activity, HeartPulse } from "lucide-react";
+import { useRecordContext } from "ra-core";
+import { Badge } from "@/components/ui/badge";
+import { Progress } from "@/components/ui/progress";
+
+import { AsideSection } from "../misc/AsideSection";
+import type { Company } from "../types";
+
+export const CompanyHealthCard = () => {
+  const record = useRecordContext<Company>();
+  if (!record) return null;
+
+  const hasInternalHealth =
+    record.internal_heartbeat_score !== undefined ||
+    record.internal_heartbeat_status ||
+    record.days_since_last_activity !== undefined;
+
+  const hasExternalHealth =
+    record.external_heartbeat_status || record.external_heartbeat_checked_at;
+
+  if (!hasInternalHealth && !hasExternalHealth) {
+    return null;
+  }
+
+  return (
+    <AsideSection title="Company Health">
+      {/* Internal Heartbeat (Engagement) */}
+      {hasInternalHealth && (
+        <div className="mb-4">
+          <div className="flex items-center gap-2 mb-2">
+            <Activity className="w-4 h-4 text-muted-foreground" />
+            <span className="font-medium text-sm">Internal Engagement</span>
+          </div>
+
+          {record.internal_heartbeat_score !== undefined && (
+            <div className="mb-2">
+              <div className="flex items-center justify-between mb-1">
+                <span className="text-xs text-muted-foreground">
+                  Engagement Score
+                </span>
+                <span className="text-xs font-medium">
+                  {record.internal_heartbeat_score}/100
+                </span>
+              </div>
+              <Progress
+                value={record.internal_heartbeat_score}
+                className="h-2"
+              />
+            </div>
+          )}
+
+          {record.internal_heartbeat_status && (
+            <div className="mb-2">
+              <InternalStatusBadge status={record.internal_heartbeat_status} />
+            </div>
+          )}
+
+          {record.days_since_last_activity !== undefined && (
+            <div className="text-xs text-muted-foreground">
+              Last activity:{" "}
+              {record.days_since_last_activity === 0
+                ? "Today"
+                : record.days_since_last_activity === 1
+                  ? "Yesterday"
+                  : `${record.days_since_last_activity} days ago`}
+            </div>
+          )}
+
+          {record.internal_heartbeat_updated_at && (
+            <div className="text-xs text-muted-foreground mt-1">
+              Updated{" "}
+              {formatDistance(
+                new Date(record.internal_heartbeat_updated_at),
+                new Date(),
+                { addSuffix: true },
+              )}
+            </div>
+          )}
+        </div>
+      )}
+
+      {/* External Heartbeat (Entity Health) */}
+      {hasExternalHealth && (
+        <div>
+          <div className="flex items-center gap-2 mb-2">
+            <HeartPulse className="w-4 h-4 text-muted-foreground" />
+            <span className="font-medium text-sm">External Health</span>
+          </div>
+
+          {record.external_heartbeat_status && (
+            <div className="mb-2">
+              <ExternalStatusBadge status={record.external_heartbeat_status} />
+            </div>
+          )}
+
+          {record.external_heartbeat_checked_at && (
+            <div className="text-xs text-muted-foreground">
+              Last checked{" "}
+              {formatDistance(
+                new Date(record.external_heartbeat_checked_at),
+                new Date(),
+                { addSuffix: true },
+              )}
+            </div>
+          )}
+        </div>
+      )}
+    </AsideSection>
+  );
+};
+
+const InternalStatusBadge = ({ status }: { status: string }) => {
+  const statusConfig: Record<
+    string,
+    { variant: "default" | "secondary" | "outline" | "destructive"; label: string }
+  > = {
+    engaged: { variant: "default", label: "Engaged" },
+    quiet: { variant: "secondary", label: "Quiet" },
+    at_risk: { variant: "outline", label: "At Risk" },
+    unresponsive: { variant: "destructive", label: "Unresponsive" },
+  };
+
+  const config = statusConfig[status] || {
+    variant: "outline" as const,
+    label: status,
+  };
+
+  return (
+    <Badge variant={config.variant} className="text-xs">
+      {config.label}
+    </Badge>
+  );
+};
+
+const ExternalStatusBadge = ({ status }: { status: string }) => {
+  const statusConfig: Record<
+    string,
+    { variant: "default" | "secondary" | "outline" | "destructive"; label: string }
+  > = {
+    healthy: { variant: "default", label: "Healthy" },
+    risky: { variant: "outline", label: "Risky" },
+    dead: { variant: "destructive", label: "Dead" },
+    unknown: { variant: "secondary", label: "Unknown" },
+  };
+
+  const config = statusConfig[status] || {
+    variant: "outline" as const,
+    label: status,
+  };
+
+  return (
+    <Badge variant={config.variant} className="text-xs">
+      {config.label}
+    </Badge>
+  );
+};

package/src/components/atomic-crm/contacts/ContactAside.tsx

@@ -21,6 +21,7 @@ import { SaleName } from "../sales/SaleName";
 import type { Contact } from "../types";
 import { ContactMergeButton } from "./ContactMergeButton";
 import { ExportVCardButton } from "./ExportVCardButton";
+import { ContactHealthCard } from "./ContactHealthCard";
 
 export const ContactAside = ({ link = "edit" }: { link?: "edit" | "show" }) => {
   const { contactGender } = useConfigurationContext();
@@ -37,6 +38,8 @@ export const ContactAside = ({ link = "edit" }: { link?: "edit" | "show" }) => {
         )}
       </div>
 
+      <ContactHealthCard />
+
       <AsideSection title="Personal info">
         <ArrayField source="email_jsonb">
           <SingleFieldList className="flex-col">

package/src/components/atomic-crm/contacts/ContactHealthCard.tsx

@@ -0,0 +1,201 @@
+import { formatDistance } from "date-fns";
+import { Activity, HeartPulse, Mail, Linkedin } from "lucide-react";
+import { useRecordContext } from "ra-core";
+import { Badge } from "@/components/ui/badge";
+import { Progress } from "@/components/ui/progress";
+
+import { AsideSection } from "../misc/AsideSection";
+import type { Contact } from "../types";
+
+const InternalStatusBadge = ({ status }: { status: string }) => {
+  let variant: "default" | "secondary" | "destructive" | "outline" = "outline";
+  let className = "";
+
+  switch (status) {
+    case "strong":
+      variant = "default";
+      break;
+    case "active":
+      variant = "secondary"; 
+      className = "bg-green-100 text-green-800 hover:bg-green-100";
+      break;
+    case "cooling":
+      variant = "secondary";
+      className = "bg-yellow-100 text-yellow-800 hover:bg-yellow-100";
+      break;
+    case "cold":
+      variant = "secondary";
+      className = "bg-orange-100 text-orange-800 hover:bg-orange-100";
+      break;
+    case "dormant":
+      variant = "secondary";
+      break;
+  }
+
+  return (
+    <Badge variant={variant} className={className}>
+      {status.charAt(0).toUpperCase() + status.slice(1)}
+    </Badge>
+  );
+};
+
+const EmailStatusBadge = ({ status }: { status: string }) => {
+  let variant: "default" | "secondary" | "destructive" | "outline" = "outline";
+  let className = "";
+
+  switch (status) {
+    case "valid":
+      variant = "secondary";
+      className = "bg-green-100 text-green-800 hover:bg-green-100";
+      break;
+    case "risky":
+      variant = "secondary";
+      className = "bg-yellow-100 text-yellow-800 hover:bg-yellow-100";
+      break;
+    case "invalid":
+      variant = "destructive";
+      break;
+  }
+
+  return (
+    <Badge variant={variant} className={className}>
+      {status.charAt(0).toUpperCase() + status.slice(1)}
+    </Badge>
+  );
+};
+
+const LinkedInStatusBadge = ({ status }: { status: string }) => {
+  let variant: "default" | "secondary" | "destructive" | "outline" = "outline";
+  let className = "";
+
+  switch (status) {
+    case "active":
+      variant = "default";
+      className = "bg-[#0077b5] hover:bg-[#0077b5]"; // LinkedIn Blue
+      break;
+    case "inactive":
+      variant = "secondary";
+      break;
+    case "not_found":
+      variant = "destructive";
+      break;
+  }
+
+  return (
+    <Badge variant={variant} className={className}>
+      {status.split('_').map(word => word.charAt(0).toUpperCase() + word.slice(1)).join(' ')}
+    </Badge>
+  );
+};
+
+export const ContactHealthCard = () => {
+  const record = useRecordContext<Contact>();
+  if (!record) return null;
+
+  const daysSince = record.days_since_last_activity ?? 
+    (record.last_seen ? Math.floor((new Date().getTime() - new Date(record.last_seen).getTime()) / (1000 * 60 * 60 * 24)) : undefined);
+
+  const hasInternalHealth =
+    record.internal_heartbeat_score != null ||
+    record.internal_heartbeat_status != null ||
+    daysSince != null;
+
+  const hasExternalHealth =
+    record.external_heartbeat_status != null ||
+    record.email_validation_status != null ||
+    record.linkedin_profile_status != null;
+
+  return (
+    <AsideSection title="Contact Health">
+      {!hasInternalHealth && !hasExternalHealth && (
+        <div className="text-xs text-muted-foreground italic">
+          No health data calculated yet.
+        </div>
+      )}
+
+      {/* Internal Heartbeat (Relationship Strength) */}
+      {hasInternalHealth && (
+        <div className="mb-4">
+          <div className="flex items-center gap-2 mb-2">
+            <Activity className="w-4 h-4 text-muted-foreground" />
+            <span className="font-medium text-sm">Relationship Strength</span>
+          </div>
+
+          {record.internal_heartbeat_score != null && (
+            <div className="mb-2">
+              <div className="flex items-center justify-between mb-1">
+                <span className="text-xs text-muted-foreground">
+                  Engagement Score
+                </span>
+                <span className="text-xs font-medium">
+                  {record.internal_heartbeat_score}/100
+                </span>
+              </div>
+              <Progress
+                value={record.internal_heartbeat_score}
+                className="h-2"
+              />
+            </div>
+          )}
+
+          {record.internal_heartbeat_status && (
+            <div className="mb-2">
+              <InternalStatusBadge status={record.internal_heartbeat_status} />
+            </div>
+          )}
+
+          {daysSince != null && (
+            <div className="text-xs text-muted-foreground">
+              Last activity:{" "}
+              {daysSince === 0
+                ? "Today"
+                : daysSince === 1
+                  ? "Yesterday"
+                  : `${daysSince} days ago`}
+            </div>
+          )}
+        </div>
+      )}
+
+      {/* External Heartbeat (Contact Validation) */}
+      {hasExternalHealth && (
+        <div>
+          <div className="flex items-center gap-2 mb-2">
+            <HeartPulse className="w-4 h-4 text-muted-foreground" />
+            <span className="font-medium text-sm">Contact Validation</span>
+          </div>
+
+          {record.email_validation_status && (
+            <div className="flex items-center gap-2 mb-2">
+              <Mail className="w-3 h-3 text-muted-foreground" />
+              <EmailStatusBadge status={record.email_validation_status} />
+              {record.email_last_bounced_at && (
+                <span className="text-xs text-destructive">
+                  (bounced)
+                </span>
+              )}
+            </div>
+          )}
+
+          {record.linkedin_profile_status && (
+            <div className="flex items-center gap-2 mb-2">
+              <Linkedin className="w-3 h-3 text-muted-foreground" />
+              <LinkedInStatusBadge status={record.linkedin_profile_status} />
+            </div>
+          )}
+
+          {record.external_heartbeat_checked_at && (
+            <div className="text-xs text-muted-foreground">
+              Validated{" "}
+              {formatDistance(
+                new Date(record.external_heartbeat_checked_at),
+                new Date(),
+                { addSuffix: true },
+              )}
+            </div>
+          )}
+        </div>
+      )}
+    </AsideSection>
+  );
+};

package/src/components/atomic-crm/contacts/ContactListFilter.tsx

@@ -1,5 +1,5 @@
 import { endOfYesterday, startOfMonth, startOfWeek, subMonths } from "date-fns";
-import { CheckSquare, Clock, Tag, TrendingUp, Users } from "lucide-react";
+import { Activity, CheckSquare, Clock, HeartPulse, Tag, TrendingUp, Users } from "lucide-react";
 import { FilterLiveForm, useGetIdentity, useGetList } from "ra-core";
 import { ToggleFilterButton } from "@/components/admin/toggle-filter-button";
 import { SearchInput } from "@/components/admin/search-input";
@@ -69,6 +69,52 @@ export const ContactListFilter = () => {
         />
       </FilterCategory>
 
+      <FilterCategory label="Engagement" icon={<Activity />}>
+        <ToggleFilterButton
+          className="w-full justify-between"
+          label="Strong"
+          value={{ internal_heartbeat_status: "strong" }}
+        />
+        <ToggleFilterButton
+          className="w-full justify-between"
+          label="Active"
+          value={{ internal_heartbeat_status: "active" }}
+        />
+        <ToggleFilterButton
+          className="w-full justify-between"
+          label="Cooling"
+          value={{ internal_heartbeat_status: "cooling" }}
+        />
+        <ToggleFilterButton
+          className="w-full justify-between"
+          label="Cold"
+          value={{ internal_heartbeat_status: "cold" }}
+        />
+        <ToggleFilterButton
+          className="w-full justify-between"
+          label="Dormant"
+          value={{ internal_heartbeat_status: "dormant" }}
+        />
+      </FilterCategory>
+
+      <FilterCategory label="Validation" icon={<HeartPulse />}>
+        <ToggleFilterButton
+          className="w-full justify-between"
+          label="Valid Email"
+          value={{ email_validation_status: "valid" }}
+        />
+        <ToggleFilterButton
+          className="w-full justify-between"
+          label="Risky Email"
+          value={{ email_validation_status: "risky" }}
+        />
+        <ToggleFilterButton
+          className="w-full justify-between"
+          label="Invalid Email"
+          value={{ email_validation_status: "invalid" }}
+        />
+      </FilterCategory>
+
       <FilterCategory label="Status" icon={<TrendingUp />}>
         {noteStatuses.map((status) => (
           <ToggleFilterButton

package/src/components/atomic-crm/providers/fakerest/dataGenerator/contacts.ts

@@ -5,6 +5,8 @@ import {
   name,
   phone,
   random,
+  date,
+  datatype,
 } from "faker/locale/en_US";
 
 import {
@@ -75,6 +77,38 @@ export const generateContacts = (db: Db, size = 500): Required<Contact>[] => {
     const first_seen = randomDate(new Date(company.created_at)).toISOString();
     const last_seen = first_seen;
 
+    // Heartbeat generation
+    const daysInactive = datatype.number({ min: 0, max: 365 });
+    
+    const computeScore = (days: number): number => {
+      if (days <= 7) return datatype.number({ min: 80, max: 100 });
+      if (days <= 30) return datatype.number({ min: 60, max: 79 });
+      if (days <= 90) return datatype.number({ min: 40, max: 59 });
+      if (days <= 180) return datatype.number({ min: 20, max: 39 });
+      return datatype.number({ min: 0, max: 19 });
+    };
+
+    const score = computeScore(daysInactive);
+    
+    // Internal heartbeat (70% populated)
+    const internalHeartbeat = Math.random() > 0.3 ? {
+      internal_heartbeat_score: score,
+      internal_heartbeat_status:
+        score >= 80 ? 'strong' :
+        score >= 60 ? 'active' :
+        score >= 40 ? 'cooling' :
+        score >= 20 ? 'cold' : 'dormant',
+      internal_heartbeat_updated_at: date.recent(7).toISOString(),
+    } : {};
+
+    // External heartbeat (50% populated)
+    const externalHeartbeat = Math.random() > 0.5 ? {
+      external_heartbeat_status: random.arrayElement(['valid', 'warning', 'invalid', 'unknown']),
+      external_heartbeat_checked_at: date.recent(30).toISOString(),
+      email_validation_status: random.arrayElement(['valid', 'risky', 'invalid', 'unknown']),
+      linkedin_profile_status: random.arrayElement(['active', 'inactive', 'not_found', 'unknown']),
+    } : {};
+
     return {
       id,
       first_name,
@@ -98,6 +132,9 @@ export const generateContacts = (db: Db, size = 500): Required<Contact>[] => {
       sales_id: company.sales_id,
       nb_tasks: 0,
       linkedin_url: null,
+      ...internalHeartbeat,
+      ...externalHeartbeat,
+      days_since_last_activity: daysInactive,
     };
   });
 };

package/src/components/atomic-crm/types.ts

@@ -142,6 +142,26 @@ export type Contact = {
   phone_jsonb: PhoneNumberAndType[];
   nb_tasks?: number;
   company_name?: string;
+
+  // Internal Heartbeat
+  internal_heartbeat_score?: number;
+  internal_heartbeat_status?: string; // 'strong' | 'active' | 'cooling' | 'cold' | 'dormant'
+  internal_heartbeat_updated_at?: string;
+
+  // External Heartbeat
+  external_heartbeat_status?: string; // 'valid' | 'warning' | 'invalid' | 'unknown'
+  external_heartbeat_checked_at?: string;
+  email_validation_status?: string; // 'valid' | 'risky' | 'invalid' | 'unknown'
+  email_last_bounced_at?: string;
+  linkedin_profile_status?: string; // 'active' | 'inactive' | 'not_found' | 'unknown'
+  employment_verified_at?: string;
+
+  // View-computed fields
+  nb_completed_tasks?: number;
+  task_completion_rate?: number;
+  last_note_date?: string;
+  last_task_activity?: string;
+  days_since_last_activity?: number;
 } & Pick<RaRecord, "id">;
 
 export type ContactNote = {