realtimex-crm 0.13.3 → 0.13.5

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "realtimex-crm",
-  "version": "0.13.3",
+  "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/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 = {

package/supabase/migrations/20251226100000_add_contact_heartbeats.sql

@@ -0,0 +1,237 @@
+-- ============================================================================
+-- Contact Heartbeats Migration
+-- ============================================================================
+
+-- 1. Schema Changes
+-- ============================================================================
+
+-- Internal engagement tracking
+ALTER TABLE contacts ADD COLUMN IF NOT EXISTS internal_heartbeat_score integer;
+ALTER TABLE contacts ADD COLUMN IF NOT EXISTS internal_heartbeat_status text;
+ALTER TABLE contacts ADD COLUMN IF NOT EXISTS internal_heartbeat_updated_at timestamptz DEFAULT now();
+
+-- External validation tracking
+ALTER TABLE contacts ADD COLUMN IF NOT EXISTS external_heartbeat_status text;
+ALTER TABLE contacts ADD COLUMN IF NOT EXISTS external_heartbeat_checked_at timestamptz;
+ALTER TABLE contacts ADD COLUMN IF NOT EXISTS email_validation_status text;
+ALTER TABLE contacts ADD COLUMN IF NOT EXISTS email_last_bounced_at timestamptz;
+ALTER TABLE contacts ADD COLUMN IF NOT EXISTS linkedin_profile_status text;
+ALTER TABLE contacts ADD COLUMN IF NOT EXISTS employment_verified_at timestamptz;
+
+-- 2. Constraints and Indexes
+-- ============================================================================
+
+-- Score range constraint
+DO $$
+BEGIN
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = 'chk_contact_internal_heartbeat_score'
+  ) THEN
+    ALTER TABLE contacts ADD CONSTRAINT chk_contact_internal_heartbeat_score
+      CHECK (internal_heartbeat_score IS NULL OR (internal_heartbeat_score BETWEEN 0 AND 100));
+  END IF;
+END $$;
+
+-- Indexes for filtering
+CREATE INDEX IF NOT EXISTS idx_contacts_internal_heartbeat
+  ON contacts(internal_heartbeat_status, internal_heartbeat_score);
+
+CREATE INDEX IF NOT EXISTS idx_contacts_external_heartbeat
+  ON contacts(external_heartbeat_status);
+
+CREATE INDEX IF NOT EXISTS idx_contacts_email_validation
+  ON contacts(email_validation_status);
+
+-- 3. Functions
+-- ============================================================================
+
+-- Function to auto-update timestamp
+CREATE OR REPLACE FUNCTION update_contact_internal_heartbeat_timestamp()
+RETURNS TRIGGER AS $$
+BEGIN
+  IF (NEW.internal_heartbeat_score IS DISTINCT FROM OLD.internal_heartbeat_score)
+     OR (NEW.internal_heartbeat_status IS DISTINCT FROM OLD.internal_heartbeat_status) THEN
+    NEW.internal_heartbeat_updated_at = now();
+  END IF;
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS set_contact_internal_heartbeat_timestamp ON contacts;
+CREATE TRIGGER set_contact_internal_heartbeat_timestamp
+  BEFORE UPDATE ON contacts
+  FOR EACH ROW
+  EXECUTE FUNCTION update_contact_internal_heartbeat_timestamp();
+
+-- Core computation function
+CREATE OR REPLACE FUNCTION compute_contact_internal_heartbeat(target_contact_id bigint)
+RETURNS void AS $$
+DECLARE
+  v_nb_tasks integer;
+  v_nb_notes integer;
+  v_nb_completed_tasks integer;
+  v_last_activity_date timestamptz;
+  
+  v_days_since_activity integer;
+  v_task_completion_rate numeric;
+  
+  v_recency_score integer := 0;
+  v_frequency_score integer := 0;
+  v_quality_score integer := 0;
+  v_final_score integer := 0;
+  v_status text;
+BEGIN
+  -- Gather metrics
+  SELECT
+    COUNT(DISTINCT t.id),
+    COUNT(DISTINCT cn.id),
+    COUNT(DISTINCT t.id) FILTER (WHERE t.done_date IS NOT NULL),
+    GREATEST(MAX(cn.date), MAX(t.due_date), MAX(c.last_seen))
+  INTO
+    v_nb_tasks,
+    v_nb_notes,
+    v_nb_completed_tasks,
+    v_last_activity_date
+  FROM contacts c
+  LEFT JOIN "contactNotes" cn ON c.id = cn.contact_id
+  LEFT JOIN tasks t ON c.id = t.contact_id
+  WHERE c.id = target_contact_id
+  GROUP BY c.id;
+
+  -- Handle NULLs
+  v_nb_tasks := COALESCE(v_nb_tasks, 0);
+  v_nb_notes := COALESCE(v_nb_notes, 0);
+  v_nb_completed_tasks := COALESCE(v_nb_completed_tasks, 0);
+  
+  -- Calculate derived metrics
+  IF v_last_activity_date IS NOT NULL THEN
+    v_days_since_activity := EXTRACT(EPOCH FROM (now() - v_last_activity_date))/86400;
+  ELSE
+    v_days_since_activity := 999999;
+  END IF;
+
+  IF v_nb_tasks > 0 THEN
+    v_task_completion_rate := v_nb_completed_tasks::numeric / v_nb_tasks::numeric;
+  ELSE
+    v_task_completion_rate := 0;
+  END IF;
+
+  -- 1. Recency Score (0-50)
+  v_recency_score := CASE
+    WHEN v_days_since_activity <= 7 THEN 50
+    WHEN v_days_since_activity <= 30 THEN 40
+    WHEN v_days_since_activity <= 90 THEN 25
+    WHEN v_days_since_activity <= 180 THEN 10
+    ELSE 0
+  END;
+
+  -- 2. Frequency Score (0-30)
+  v_frequency_score := LEAST(30, (v_nb_tasks + v_nb_notes) * 2);
+
+  -- 3. Quality Score (0-20)
+  v_quality_score := CASE
+    WHEN v_task_completion_rate >= 0.8 THEN 20
+    WHEN v_task_completion_rate >= 0.5 THEN 15
+    WHEN v_task_completion_rate >= 0.3 THEN 10
+    ELSE 5
+  END;
+
+  -- Final Score
+  v_final_score := v_recency_score + v_frequency_score + v_quality_score;
+
+  -- Status Mapping
+  v_status := CASE
+    WHEN v_final_score >= 80 THEN 'strong'
+    WHEN v_final_score >= 60 THEN 'active'
+    WHEN v_final_score >= 40 THEN 'cooling'
+    WHEN v_final_score >= 20 THEN 'cold'
+    ELSE 'dormant'
+  END;
+
+  -- Update Contact
+  UPDATE contacts
+  SET
+    internal_heartbeat_score = v_final_score,
+    internal_heartbeat_status = v_status,
+    internal_heartbeat_updated_at = now()
+  WHERE id = target_contact_id;
+
+END;
+$$ LANGUAGE plpgsql;
+
+-- 4. Triggers for Auto-Computation
+-- ============================================================================
+
+-- Trigger for Tasks
+CREATE OR REPLACE FUNCTION trigger_recompute_contact_heartbeat_from_task()
+RETURNS TRIGGER AS $$
+BEGIN
+  IF NEW.contact_id IS NOT NULL THEN
+    PERFORM compute_contact_internal_heartbeat(NEW.contact_id);
+  END IF;
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS trg_update_contact_heartbeat_on_task ON tasks;
+CREATE TRIGGER trg_update_contact_heartbeat_on_task
+AFTER INSERT OR UPDATE ON tasks
+FOR EACH ROW
+EXECUTE FUNCTION trigger_recompute_contact_heartbeat_from_task();
+
+-- Trigger for Notes
+CREATE OR REPLACE FUNCTION trigger_recompute_contact_heartbeat_from_note()
+RETURNS TRIGGER AS $$
+BEGIN
+  PERFORM compute_contact_internal_heartbeat(NEW.contact_id);
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS trg_update_contact_heartbeat_on_note ON "contactNotes";
+CREATE TRIGGER trg_update_contact_heartbeat_on_note
+AFTER INSERT OR UPDATE ON "contactNotes"
+FOR EACH ROW
+EXECUTE FUNCTION trigger_recompute_contact_heartbeat_from_note();
+
+-- 5. Update View
+-- ============================================================================
+
+DROP VIEW IF EXISTS contacts_summary CASCADE;
+
+CREATE VIEW contacts_summary
+  WITH (security_invoker=on)
+  AS
+SELECT
+  c.*,
+  comp.name as company_name,
+
+  -- Existing aggregations
+  COUNT(DISTINCT t.id) as nb_tasks,
+  COUNT(DISTINCT cn.id) as nb_notes,
+  COUNT(DISTINCT t.id) FILTER (WHERE t.done_date IS NULL) as nb_open_tasks,
+
+  -- New: Task completion metrics
+  COUNT(DISTINCT t.id) FILTER (WHERE t.done_date IS NOT NULL) as nb_completed_tasks,
+  CASE
+    WHEN COUNT(DISTINCT t.id) > 0
+    THEN ROUND(COUNT(DISTINCT t.id) FILTER (WHERE t.done_date IS NOT NULL)::numeric / COUNT(DISTINCT t.id), 2)
+    ELSE 0
+  END as task_completion_rate,
+
+  -- Activity timestamps
+  MAX(cn.date) as last_note_date,
+  MAX(t.due_date) as last_task_activity,
+
+  -- Computed engagement indicator (days since last activity)
+  LEAST(
+    COALESCE(EXTRACT(EPOCH FROM (now() - c.last_seen))/86400, 999999),
+    COALESCE(EXTRACT(EPOCH FROM (now() - MAX(cn.date)))/86400, 999999),
+    COALESCE(EXTRACT(EPOCH FROM (now() - MAX(t.due_date)))/86400, 999999)
+  )::integer as days_since_last_activity
+
+FROM contacts c
+LEFT JOIN "contactNotes" cn ON c.id = cn.contact_id
+LEFT JOIN tasks t ON c.id = t.contact_id
+LEFT JOIN companies comp ON c.company_id = comp.id
+GROUP BY c.id, comp.name;

package/supabase/migrations/20251226101500_backfill_contact_heartbeats.sql

@@ -0,0 +1,12 @@
+-- ============================================================================
+-- Backfill Contact Heartbeats
+-- ============================================================================
+
+DO $$
+DECLARE
+  r RECORD;
+BEGIN
+  FOR r IN SELECT id FROM contacts LOOP
+    PERFORM compute_contact_internal_heartbeat(r.id);
+  END LOOP;
+END $$;