spine-framework-cortex 0.1.1 → 0.1.5

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Files changed (12) hide show
  1. package/README.md +27 -0
  2. package/functions/webhook-handlers.ts +28 -0
  3. package/lib/resolveTypeId.ts +16 -0
  4. package/manifest.json +2 -1
  5. package/package.json +2 -1
  6. package/pages/courses/CoursesPage.tsx +1 -1
  7. package/pages/support/RedactionReview.tsx +1 -1
  8. package/seed/link-types.json +14 -6
  9. package/seed/pipelines.json +30 -0
  10. package/seed/roles.json +12 -0
  11. package/seed/triggers.json +7 -2
  12. package/seed/types.json +552 -123
package/seed/types.json CHANGED
@@ -10,14 +10,45 @@
10
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  "is_active": true,
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  "design_schema": {
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  "fields": {
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- "ticket_id": { "type": "string", "label": "Original Ticket ID", "required": true },
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- "ai_agent_id": { "type": "string", "label": "AI Agent Used", "readonly": true },
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- "analysis_data": { "type": "json", "label": "Complete Analysis Data", "required": true },
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- "confidence_score": { "min": 0, "max": 1, "type": "number", "label": "AI Analysis Confidence" },
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- "analysis_timestamp": { "type": "timestamp", "label": "Analysis Timestamp", "readonly": true }
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- }
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+ "ticket_id": { "data_type": "text", "label": "Original Ticket ID", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "ai_agent_id": { "data_type": "text", "label": "AI Agent Used", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
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+ "analysis_data": { "data_type": "json", "label": "Complete Analysis Data", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "confidence_score": { "data_type": "number", "label": "AI Analysis Confidence", "required": false, "validation": { "min": 0, "max": 1 }, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
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+ "analysis_timestamp": { "data_type": "datetime", "label": "Analysis Timestamp", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
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+ },
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+ "views": {
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+ "default_list": {
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+ "type": "list",
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+ "display": "table",
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+ "label": "Case Analyses",
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+ "fields": {
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+ "ticket_id": { "sortable": true, "display_type": "text" },
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+ "confidence_score": { "sortable": true, "display_type": "number" },
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+ "analysis_timestamp": { "sortable": true, "display_type": "timestamp" }
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+ },
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+ "default_sort": { "field": "analysis_timestamp", "direction": "desc" }
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+ },
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+ "default_detail": {
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+ "type": "detail",
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+ "label": "Case Analysis",
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+ "sections": [
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+ { "title": "Analysis", "fields": { "ticket_id": { "display_type": "input" }, "analysis_data": { "display_type": "textarea" }, "confidence_score": { "display_type": "number" } } },
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+ { "title": "Metadata", "fields": { "ai_agent_id": { "display_type": "text" }, "analysis_timestamp": { "display_type": "timestamp" } } }
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+ ]
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+ }
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+ },
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+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
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+ "functionality": null
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  },
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- "validation_schema": {}
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+ "validation_schema": {
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+ "fields": {
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+ "ticket_id": { "data_type": "text", "required": true },
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+ "ai_agent_id": { "data_type": "text", "required": false },
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+ "analysis_data": { "data_type": "json", "required": true },
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+ "confidence_score": { "data_type": "number", "required": false, "min": 0, "max": 1 },
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+ "analysis_timestamp": { "data_type": "datetime", "required": false }
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+ }
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+ }
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  },
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  {
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  "kind": "item",
@@ -28,7 +59,39 @@
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  "color": "#6366f1",
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  "ownership": "tenant",
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  "is_active": true,
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- "design_schema": { "scope": "platform" },
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+ "design_schema": {
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+ "scope": "platform",
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+ "views": {
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+ "default_list": {
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+ "type": "list",
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+ "label": "Courses",
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+ "fields": {
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+ "title": { "sortable": true, "display_type": "text" },
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+ "status": { "sortable": true, "display_type": "badge" },
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+ "is_active": { "sortable": true, "display_type": "badge" }
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+ },
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+ "display": "table"
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+ },
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+ "default_detail": {
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+ "type": "detail",
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+ "label": "Course",
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+ "sections": [
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+ { "title": "Overview", "fields": ["title", "description", "status", "is_active"] },
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+ { "title": "Metadata", "fields": ["created_at", "updated_at"] }
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+ ]
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+ }
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+ },
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+ "fields": {
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+ "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
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+ "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
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+ },
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+ "record_permissions": { "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
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+ "functionality": null
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+ },
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  "validation_schema": {}
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  },
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  {
@@ -40,7 +103,39 @@
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  "color": "#8b5cf6",
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  "ownership": "tenant",
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  "is_active": true,
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- "design_schema": { "scope": "platform" },
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+ "design_schema": {
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+ "scope": "platform",
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+ "views": {
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+ "default_list": {
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+ "type": "list",
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+ "label": "Chapters",
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+ "fields": {
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+ "title": { "sortable": true, "display_type": "text" },
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+ "sequence": { "sortable": true, "display_type": "number" },
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+ "is_active": { "sortable": true, "display_type": "badge" }
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+ },
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+ "display": "table"
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+ },
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+ "default_detail": {
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+ "type": "detail",
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+ "label": "Chapter",
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+ "sections": [
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+ { "title": "Overview", "fields": ["title", "description", "sequence", "is_active"] },
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+ { "title": "Metadata", "fields": ["created_at", "updated_at"] }
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+ ]
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+ }
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+ },
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+ "fields": {
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+ "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "sequence": { "label": "Sequence", "system": false, "required": true, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
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+ "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
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+ },
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+ "record_permissions": { "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
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+ "functionality": null
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+ },
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  "validation_schema": {}
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  },
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  {
@@ -55,19 +150,42 @@
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  "design_schema": {
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  "scope": "account",
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  "fields": {
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- "title": { "label": "Title", "system": true, "required": true, "data_type": "text" },
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- "status": { "label": "Status", "system": true, "required": false, "data_type": "text" },
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- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean" },
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- "temperature": { "label": "Health Temperature", "system": false, "required": true, "data_type": "text" },
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- "nps_score": { "label": "NPS Score", "system": false, "required": false, "data_type": "number" },
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- "adoption_score": { "label": "Adoption Score", "system": false, "required": false, "data_type": "number" },
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- "churn_risk_score": { "label": "Churn Risk Score", "system": false, "required": false, "data_type": "number" },
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- "notes": { "label": "CSM Notes", "system": false, "required": false, "data_type": "textarea" },
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- "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea" },
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- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime" },
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- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime" }
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+ "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "temperature": { "label": "Health Temperature", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "nps_score": { "label": "NPS Score", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "adoption_score": { "label": "Adoption Score", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "churn_risk_score": { "label": "Churn Risk Score", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "notes": { "label": "CSM Notes", "system": false, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
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+ "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
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+ },
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+ "views": {
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+ "default_list": {
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+ "type": "list",
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+ "display": "table",
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+ "label": "Health Records",
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+ "fields": {
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+ "title": { "sortable": true, "display_type": "text" },
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+ "temperature": { "sortable": true, "display_type": "badge" },
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+ "nps_score": { "sortable": true, "display_type": "number" },
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+ "created_at": { "sortable": true, "display_type": "timestamp" }
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+ },
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+ "default_sort": { "field": "created_at", "direction": "desc" }
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+ },
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+ "default_detail": {
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+ "type": "detail",
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+ "label": "Health Record",
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+ "sections": [
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+ { "title": "Health Metrics", "fields": { "title": { "display_type": "input" }, "temperature": { "display_type": "badge" }, "nps_score": { "display_type": "number" }, "adoption_score": { "display_type": "number" }, "churn_risk_score": { "display_type": "number" } } },
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+ { "title": "Notes", "fields": { "notes": { "display_type": "textarea" }, "description": { "display_type": "textarea" } } }
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+ ]
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+ }
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  },
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- "record_permissions": { "system_admin": ["create", "read", "update", "delete"] }
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+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
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+ "functionality": null
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  },
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  "validation_schema": {}
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  },
@@ -83,19 +201,43 @@
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  "design_schema": {
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  "scope": "account",
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  "fields": {
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- "title": { "label": "Title", "system": true, "required": true, "data_type": "text" },
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- "status": { "label": "Status", "system": true, "required": false, "data_type": "text" },
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- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean" },
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- "stage": { "label": "Stage", "system": false, "required": true, "data_type": "text" },
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- "value": { "label": "Deal Value", "system": false, "required": false, "data_type": "number" },
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- "source": { "label": "Lead Source", "system": false, "required": false, "data_type": "text" },
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- "close_date": { "label": "Close Date", "system": false, "required": false, "data_type": "datetime" },
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- "probability": { "label": "Probability %", "system": false, "required": false, "data_type": "number" },
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- "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea" },
95
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime" },
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- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime" }
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+ "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "stage": { "label": "Stage", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "value": { "label": "Deal Value", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "source": { "label": "Lead Source", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
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+ "close_date": { "label": "Close Date", "system": false, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
211
+ "probability": { "label": "Probability %", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
212
+ "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
213
+ "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
214
+ "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
97
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  },
98
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"] }
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+ "views": {
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+ "default_list": {
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+ "type": "list",
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+ "display": "table",
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+ "label": "Deals",
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+ "fields": {
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+ "title": { "sortable": true, "display_type": "text" },
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+ "stage": { "sortable": true, "display_type": "badge" },
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+ "value": { "sortable": true, "display_type": "currency" },
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+ "probability": { "sortable": true, "display_type": "number" },
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+ "created_at": { "sortable": true, "display_type": "timestamp" }
227
+ },
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+ "default_sort": { "field": "created_at", "direction": "desc" }
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+ },
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+ "default_detail": {
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+ "type": "detail",
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+ "label": "Deal",
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+ "sections": [
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+ { "title": "Deal Info", "fields": { "title": { "display_type": "input" }, "stage": { "display_type": "badge" }, "value": { "display_type": "currency" }, "probability": { "display_type": "number" }, "close_date": { "display_type": "date" }, "source": { "display_type": "text" } } },
235
+ { "title": "Details", "fields": { "description": { "display_type": "textarea" } } }
236
+ ]
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+ }
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+ },
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+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
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+ "functionality": null
99
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  },
100
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  "validation_schema": {}
101
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  },
@@ -111,28 +253,29 @@
111
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  "design_schema": {
112
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  "scope": "platform",
113
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  "fields": {
114
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "validation": { "minLength": 1, "maxLength": 255 } },
115
- "status": { "label": "Status", "system": true, "required": true, "data_type": "select", "options": [{"label":"Draft","value":"draft"},{"label":"Under Review","value":"review"},{"label":"Published","value":"published"},{"label":"Deprecated","value":"deprecated"},{"label":"Archived","value":"archived"},{"label":"Restricted Access","value":"restricted"}] },
116
- "kb_type": { "label": "Knowledge Base Type", "required": true, "data_type": "select", "options": [{"label":"Article","value":"article"},{"label":"Care Guide","value":"care_guide"},{"label":"Process Guide","value":"process_guide"},{"label":"Code Chunk","value":"code_chunk"},{"label":"API Reference","value":"api_reference"},{"label":"Troubleshooting","value":"troubleshooting"},{"label":"FAQ","value":"faq"},{"label":"Policy","value":"policy"},{"label":"Tutorial","value":"tutorial"}] },
117
- "description": { "label": "Description", "required": true, "data_type": "rich_text" },
118
- "audience": { "label": "Audience", "required": false, "data_type": "multiselect", "options": [{"label":"End User","value":"end_user"},{"label":"Support Agent","value":"support_agent"},{"label":"Developer","value":"developer"},{"label":"Administrator","value":"admin"},{"label":"Manager","value":"manager"},{"label":"AI System","value":"ai_system"},{"label":"Internal Only","value":"internal_only"}] },
119
- "category": { "label": "Category", "required": false, "data_type": "select", "options": [{"label":"Getting Started","value":"getting_started"},{"label":"User Guide","value":"user_guide"},{"label":"Technical","value":"technical"},{"label":"Billing","value":"billing"},{"label":"Security","value":"security"},{"label":"Integration","value":"integration"},{"label":"Troubleshooting","value":"troubleshooting"},{"label":"Reference","value":"reference"},{"label":"Best Practices","value":"best_practices"},{"label":"Policies","value":"policies"}] },
120
- "priority": { "label": "Priority", "required": true, "data_type": "select", "options": [{"label":"Low","value":"low"},{"label":"Medium","value":"medium"},{"label":"High","value":"high"},{"label":"Critical","value":"critical"},{"label":"Emergency","value":"emergency"}] },
121
- "security_level": { "label": "Security Level", "required": false, "data_type": "select", "options": [{"label":"Public","value":"public"},{"label":"Internal","value":"internal"},{"label":"Confidential","value":"confidential"},{"label":"Restricted","value":"restricted"}] },
122
- "tags": { "label": "Tags", "required": false, "data_type": "json" },
123
- "version": { "label": "Version", "required": false, "data_type": "text" },
124
- "expires_at": { "label": "Expires At", "required": false, "data_type": "datetime" },
125
- "last_reviewed_at": { "label": "Last Reviewed At", "required": false, "data_type": "datetime" },
126
- "view_count": { "label": "View Count", "required": false, "data_type": "number", "validation": { "min": 0 } },
127
- "helpful_count": { "label": "Helpful Votes", "required": false, "data_type": "number", "validation": { "min": 0 } },
128
- "not_helpful_count": { "label": "Not Helpful Votes", "required": false, "data_type": "number", "validation": { "min": 0 } },
129
- "related_articles": { "label": "Related Articles", "required": false, "data_type": "json" },
130
- "source_info": { "label": "Source Info", "required": false, "data_type": "json" },
131
- "care_metadata": { "label": "Care Metadata", "required": false, "data_type": "json" },
132
- "code_metadata": { "label": "Code Metadata", "required": false, "data_type": "json" },
133
- "process_metadata": { "label": "Process Metadata", "required": false, "data_type": "json" }
256
+ "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "validation": { "minLength": 1, "maxLength": 255 }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
257
+ "status": { "label": "Status", "system": true, "required": true, "data_type": "select", "options": [{"label":"Draft","value":"draft"},{"label":"Under Review","value":"review"},{"label":"Published","value":"published"},{"label":"Deprecated","value":"deprecated"},{"label":"Archived","value":"archived"},{"label":"Restricted Access","value":"restricted"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
258
+ "kb_type": { "label": "Knowledge Base Type", "required": true, "data_type": "select", "options": [{"label":"Article","value":"article"},{"label":"Care Guide","value":"care_guide"},{"label":"Process Guide","value":"process_guide"},{"label":"Code Chunk","value":"code_chunk"},{"label":"API Reference","value":"api_reference"},{"label":"Troubleshooting","value":"troubleshooting"},{"label":"FAQ","value":"faq"},{"label":"Policy","value":"policy"},{"label":"Tutorial","value":"tutorial"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
259
+ "description": { "label": "Description", "required": true, "data_type": "rich_text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
260
+ "audience": { "label": "Audience", "required": false, "data_type": "multiselect", "options": [{"label":"End User","value":"end_user"},{"label":"Support Agent","value":"support_agent"},{"label":"Developer","value":"developer"},{"label":"Administrator","value":"admin"},{"label":"Manager","value":"manager"},{"label":"AI System","value":"ai_system"},{"label":"Internal Only","value":"internal_only"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
261
+ "category": { "label": "Category", "required": false, "data_type": "select", "options": [{"label":"Getting Started","value":"getting_started"},{"label":"User Guide","value":"user_guide"},{"label":"Technical","value":"technical"},{"label":"Billing","value":"billing"},{"label":"Security","value":"security"},{"label":"Integration","value":"integration"},{"label":"Troubleshooting","value":"troubleshooting"},{"label":"Reference","value":"reference"},{"label":"Best Practices","value":"best_practices"},{"label":"Policies","value":"policies"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
262
+ "priority": { "label": "Priority", "required": true, "data_type": "select", "options": [{"label":"Low","value":"low"},{"label":"Medium","value":"medium"},{"label":"High","value":"high"},{"label":"Critical","value":"critical"},{"label":"Emergency","value":"emergency"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
263
+ "security_level": { "label": "Security Level", "required": false, "data_type": "select", "options": [{"label":"Public","value":"public"},{"label":"Internal","value":"internal"},{"label":"Confidential","value":"confidential"},{"label":"Restricted","value":"restricted"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
264
+ "tags": { "label": "Tags", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
265
+ "version": { "label": "Version", "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
266
+ "expires_at": { "label": "Expires At", "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
267
+ "last_reviewed_at": { "label": "Last Reviewed At", "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
268
+ "view_count": { "label": "View Count", "required": false, "data_type": "number", "validation": { "min": 0 }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
269
+ "helpful_count": { "label": "Helpful Votes", "required": false, "data_type": "number", "validation": { "min": 0 }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
270
+ "not_helpful_count": { "label": "Not Helpful Votes", "required": false, "data_type": "number", "validation": { "min": 0 }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
271
+ "related_articles": { "label": "Related Articles", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
272
+ "source_info": { "label": "Source Info", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
273
+ "care_metadata": { "label": "Care Metadata", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
274
+ "code_metadata": { "label": "Code Metadata", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
275
+ "process_metadata": { "label": "Process Metadata", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } }
134
276
  },
135
- "record_permissions": { "guest": ["read"], "member": ["read"], "support": ["create", "read", "update"], "system-admin": ["create", "read", "update", "delete"] }
277
+ "record_permissions": { "guest": ["read"], "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
278
+ "functionality": null
136
279
  },
137
280
  "validation_schema": {}
138
281
  },
@@ -148,17 +291,40 @@
148
291
  "design_schema": {
149
292
  "scope": "account",
150
293
  "fields": {
151
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text" },
152
- "status": { "label": "Status", "system": true, "required": false, "data_type": "text" },
153
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean" },
154
- "channel": { "label": "Channel", "system": false, "required": true, "data_type": "text" },
155
- "campaign": { "label": "Campaign", "system": false, "required": false, "data_type": "text" },
156
- "content": { "label": "Content/Asset", "system": false, "required": false, "data_type": "text" },
157
- "converted": { "label": "Converted", "system": false, "required": false, "data_type": "boolean" },
158
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime" },
159
- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime" }
294
+ "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
295
+ "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
296
+ "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
297
+ "channel": { "label": "Channel", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
298
+ "campaign": { "label": "Campaign", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
299
+ "content": { "label": "Content/Asset", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
300
+ "converted": { "label": "Converted", "system": false, "required": false, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
301
+ "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
302
+ "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
303
+ },
304
+ "views": {
305
+ "default_list": {
306
+ "type": "list",
307
+ "display": "table",
308
+ "label": "Marketing Touches",
309
+ "fields": {
310
+ "title": { "sortable": true, "display_type": "text" },
311
+ "channel": { "sortable": true, "display_type": "badge" },
312
+ "campaign": { "sortable": true, "display_type": "text" },
313
+ "converted": { "sortable": true, "display_type": "badge" },
314
+ "created_at": { "sortable": true, "display_type": "timestamp" }
315
+ },
316
+ "default_sort": { "field": "created_at", "direction": "desc" }
317
+ },
318
+ "default_detail": {
319
+ "type": "detail",
320
+ "label": "Marketing Touch",
321
+ "sections": [
322
+ { "title": "Touch Info", "fields": { "title": { "display_type": "input" }, "channel": { "display_type": "badge" }, "campaign": { "display_type": "text" }, "content": { "display_type": "text" }, "converted": { "display_type": "badge" } } }
323
+ ]
324
+ }
160
325
  },
161
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"] }
326
+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
327
+ "functionality": null
162
328
  },
163
329
  "validation_schema": {}
164
330
  },
@@ -171,7 +337,38 @@
171
337
  "color": "#f59e0b",
172
338
  "ownership": "tenant",
173
339
  "is_active": true,
174
- "design_schema": { "scope": "account" },
340
+ "design_schema": {
341
+ "scope": "account",
342
+ "views": {
343
+ "default_list": {
344
+ "type": "list",
345
+ "label": "Notes",
346
+ "fields": {
347
+ "title": { "sortable": true, "display_type": "text" },
348
+ "is_active": { "sortable": true, "display_type": "badge" },
349
+ "created_at": { "sortable": true, "display_type": "timestamp" }
350
+ },
351
+ "display": "table"
352
+ },
353
+ "default_detail": {
354
+ "type": "detail",
355
+ "label": "Note",
356
+ "sections": [
357
+ { "title": "Content", "fields": ["title", "content", "is_active"] },
358
+ { "title": "Metadata", "fields": ["created_at", "updated_at"] }
359
+ ]
360
+ }
361
+ },
362
+ "fields": {
363
+ "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
364
+ "content": { "label": "Content", "system": false, "required": true, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
365
+ "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
366
+ "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
367
+ "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
368
+ },
369
+ "record_permissions": { "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
370
+ "functionality": null
371
+ },
175
372
  "validation_schema": {}
176
373
  },
177
374
  {
@@ -186,19 +383,43 @@
186
383
  "design_schema": {
187
384
  "scope": "account",
188
385
  "fields": {
189
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text" },
190
- "status": { "label": "Status", "system": true, "required": false, "data_type": "text" },
191
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean" },
192
- "url": { "label": "Page URL", "system": false, "required": true, "data_type": "text" },
193
- "source": { "label": "Traffic Source", "system": false, "required": false, "data_type": "text" },
194
- "referrer": { "label": "Referrer URL", "system": false, "required": false, "data_type": "text" },
195
- "duration_seconds": { "label": "Duration (sec)", "system": false, "required": false, "data_type": "number" },
196
- "utm_source": { "label": "UTM Source", "system": false, "required": false, "data_type": "text" },
197
- "utm_medium": { "label": "UTM Medium", "system": false, "required": false, "data_type": "text" },
198
- "utm_campaign": { "label": "UTM Campaign", "system": false, "required": false, "data_type": "text" },
199
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime" }
386
+ "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
387
+ "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
388
+ "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
389
+ "url": { "label": "Page URL", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
390
+ "source": { "label": "Traffic Source", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
391
+ "referrer": { "label": "Referrer URL", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
392
+ "duration_seconds": { "label": "Duration (sec)", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
393
+ "utm_source": { "label": "UTM Source", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
394
+ "utm_medium": { "label": "UTM Medium", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
395
+ "utm_campaign": { "label": "UTM Campaign", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
396
+ "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
397
+ },
398
+ "views": {
399
+ "default_list": {
400
+ "type": "list",
401
+ "display": "table",
402
+ "label": "Site Visits",
403
+ "fields": {
404
+ "title": { "sortable": true, "display_type": "text" },
405
+ "url": { "sortable": true, "display_type": "text" },
406
+ "source": { "sortable": true, "display_type": "badge" },
407
+ "duration_seconds": { "sortable": true, "display_type": "number" },
408
+ "created_at": { "sortable": true, "display_type": "timestamp" }
409
+ },
410
+ "default_sort": { "field": "created_at", "direction": "desc" }
411
+ },
412
+ "default_detail": {
413
+ "type": "detail",
414
+ "label": "Site Visit",
415
+ "sections": [
416
+ { "title": "Visit Info", "fields": { "title": { "display_type": "input" }, "url": { "display_type": "text" }, "source": { "display_type": "badge" }, "referrer": { "display_type": "text" }, "duration_seconds": { "display_type": "number" } } },
417
+ { "title": "UTM Data", "fields": { "utm_source": { "display_type": "text" }, "utm_medium": { "display_type": "text" }, "utm_campaign": { "display_type": "text" } } }
418
+ ]
419
+ }
200
420
  },
201
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"] }
421
+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
422
+ "functionality": null
202
423
  },
203
424
  "validation_schema": {}
204
425
  },
@@ -213,12 +434,36 @@
213
434
  "is_active": true,
214
435
  "design_schema": {
215
436
  "fields": {
216
- "ticket_id": { "type": "string", "label": "Source Ticket" },
217
- "assigned_to": { "type": "string", "label": "Assignee" },
218
- "sla_deadline": { "type": "timestamp", "label": "SLA Deadline" },
219
- "priority_score": { "type": "number", "label": "Priority Score" },
220
- "escalation_reason": { "type": "select", "label": "Escalation Reason", "options": ["low_confidence", "thumbs_down", "customer_request"] }
221
- }
437
+ "ticket_id": { "data_type": "text", "label": "Source Ticket", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
438
+ "assigned_to": { "data_type": "text", "label": "Assignee", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
439
+ "sla_deadline": { "data_type": "datetime", "label": "SLA Deadline", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
440
+ "priority_score": { "data_type": "number", "label": "Priority Score", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
441
+ "escalation_reason": { "data_type": "select", "label": "Escalation Reason", "options": [{"label":"Low Confidence","value":"low_confidence"},{"label":"Thumbs Down","value":"thumbs_down"},{"label":"Customer Request","value":"customer_request"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } }
442
+ },
443
+ "views": {
444
+ "default_list": {
445
+ "type": "list",
446
+ "display": "table",
447
+ "label": "Support Queue",
448
+ "fields": {
449
+ "ticket_id": { "sortable": true, "display_type": "text" },
450
+ "assigned_to": { "sortable": true, "display_type": "text" },
451
+ "priority_score": { "sortable": true, "display_type": "number" },
452
+ "sla_deadline": { "sortable": true, "display_type": "timestamp" }
453
+ },
454
+ "default_sort": { "field": "priority_score", "direction": "desc" }
455
+ },
456
+ "default_detail": {
457
+ "type": "detail",
458
+ "label": "Queue Entry",
459
+ "sections": [
460
+ { "title": "Ticket", "fields": { "ticket_id": { "display_type": "input" }, "assigned_to": { "display_type": "text" }, "escalation_reason": { "display_type": "badge" } } },
461
+ { "title": "SLA", "fields": { "sla_deadline": { "display_type": "timestamp" }, "priority_score": { "display_type": "number" } } }
462
+ ]
463
+ }
464
+ },
465
+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
466
+ "functionality": null
222
467
  },
223
468
  "validation_schema": {}
224
469
  },
@@ -233,13 +478,36 @@
233
478
  "is_active": true,
234
479
  "design_schema": {
235
480
  "fields": {
236
- "name": { "type": "string", "label": "Tag Name", "required": true },
237
- "slug": { "type": "string", "label": "Tag Slug", "required": true, "validation": { "pattern": "^[a-z0-9_-]+$" } },
238
- "purpose": { "type": "text", "label": "Purpose Description" },
239
- "category": { "type": "select", "label": "Category", "required": true, "options": ["bug_classification", "knowledge_value", "process_type", "sentiment"] },
240
- "applicable_to": { "type": "array", "items": { "type": "string" }, "label": "Applicable To", "default": ["ticket"], "required": true },
241
- "usage_count": { "type": "number", "label": "Usage Count", "default": 0, "readonly": true }
242
- }
481
+ "name": { "data_type": "text", "label": "Tag Name", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
482
+ "slug": { "data_type": "text", "label": "Tag Slug", "required": true, "validation": { "pattern": "^[a-z0-9_-]+$" }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
483
+ "purpose": { "data_type": "textarea", "label": "Purpose Description", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
484
+ "category": { "data_type": "select", "label": "Category", "required": true, "options": [{"label":"Bug Classification","value":"bug_classification"},{"label":"Knowledge Value","value":"knowledge_value"},{"label":"Process Type","value":"process_type"},{"label":"Sentiment","value":"sentiment"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
485
+ "applicable_to": { "data_type": "json", "label": "Applicable To", "default": ["ticket"], "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
486
+ "usage_count": { "data_type": "number", "label": "Usage Count", "default": 0, "readonly": true, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
487
+ },
488
+ "views": {
489
+ "default_list": {
490
+ "type": "list",
491
+ "display": "table",
492
+ "label": "Tags",
493
+ "fields": {
494
+ "name": { "sortable": true, "display_type": "text" },
495
+ "category": { "sortable": true, "display_type": "badge" },
496
+ "usage_count": { "sortable": true, "display_type": "number" }
497
+ },
498
+ "default_sort": { "field": "name", "direction": "asc" }
499
+ },
500
+ "default_detail": {
501
+ "type": "detail",
502
+ "label": "Tag",
503
+ "sections": [
504
+ { "title": "Tag Info", "fields": { "name": { "display_type": "input" }, "slug": { "display_type": "text" }, "category": { "display_type": "badge" } } },
505
+ { "title": "Details", "fields": { "purpose": { "display_type": "textarea" }, "applicable_to": { "display_type": "json" }, "usage_count": { "display_type": "number" } } }
506
+ ]
507
+ }
508
+ },
509
+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
510
+ "functionality": null
243
511
  },
244
512
  "validation_schema": {}
245
513
  },
@@ -253,18 +521,59 @@
253
521
  "ownership": "system",
254
522
  "is_active": true,
255
523
  "design_schema": {
256
- "scoring": {
257
- "ratings": { "anonymous": { "rating": { "max": 5, "min": 1, "type": "integer" }, "raw_score": { "type": "float" }, "signal_count": { "type": "integer" }, "calculated_at": { "type": "timestamp" }, "best_signal_id": { "type": "uuid", "nullable": true } } },
258
- "temperature": { "type": "enum", "options": ["cold", "warm", "hot"] },
259
- "current_stage": { "type": "enum", "default": "anonymous", "options": ["anonymous"] }
524
+ "fields": {
525
+ "anonymous_id": { "data_type": "text", "label": "Anonymous ID", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
526
+ "temperature": { "data_type": "select", "label": "Temperature", "options": [{"label":"Cold","value":"cold"},{"label":"Warm","value":"warm"},{"label":"Hot","value":"hot"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
527
+ "current_stage": { "data_type": "select", "label": "Current Stage", "options": [{"label":"Anonymous","value":"anonymous"}], "default": "anonymous", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
528
+ "scoring_rating": { "data_type": "number", "label": "Scoring Rating", "required": false, "validation": { "min": 1, "max": 5 }, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
529
+ "scoring_raw_score": { "data_type": "number", "label": "Raw Score", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
530
+ "scoring_signal_count": { "data_type": "number", "label": "Signal Count", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
531
+ "scoring_calculated_at": { "data_type": "datetime", "label": "Scoring Calculated At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
532
+ "scoring_best_signal_id": { "data_type": "text", "label": "Best Signal ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
533
+ "lifecycle_created_at": { "data_type": "datetime", "label": "Created At", "required": false, "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
534
+ "lifecycle_stitched_at": { "data_type": "datetime", "label": "Stitched At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
535
+ "lifecycle_last_activity_at": { "data_type": "datetime", "label": "Last Activity At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
536
+ "lifecycle_stitched_to_person_id": { "data_type": "text", "label": "Stitched To Person ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
537
+ "lifecycle_stitched_to_account_id": { "data_type": "text", "label": "Stitched To Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
538
+ "retention_purge_after": { "data_type": "datetime", "label": "Purge After", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
539
+ "retention_retention_days": { "data_type": "number", "label": "Retention Days", "default": 90, "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
540
+ "first_touch_utm_medium": { "data_type": "text", "label": "First Touch UTM Medium", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
541
+ "first_touch_utm_source": { "data_type": "text", "label": "First Touch UTM Source", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
542
+ "first_touch_occurred_at": { "data_type": "datetime", "label": "First Touch Occurred At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
543
+ "first_touch_landing_page": { "data_type": "text", "label": "First Touch Landing Page", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
544
+ "first_touch_referrer_url": { "data_type": "text", "label": "First Touch Referrer URL", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
545
+ "first_touch_utm_campaign": { "data_type": "text", "label": "First Touch UTM Campaign", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
546
+ "first_touch_referrer_domain": { "data_type": "text", "label": "First Touch Referrer Domain", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
547
+ "first_touch_referrer_category": { "data_type": "select", "label": "First Touch Referrer Category", "options": [{"label":"Social","value":"social"},{"label":"Search","value":"search"},{"label":"Direct","value":"direct"},{"label":"Referral","value":"referral"},{"label":"Email","value":"email"},{"label":"Ad","value":"ad"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
548
+ "first_touch_landing_page_category": { "data_type": "text", "label": "First Touch Landing Page Category", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
549
+ "current_referrer_occurred_at": { "data_type": "datetime", "label": "Current Referrer Occurred At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
550
+ "current_referrer_referrer_url": { "data_type": "text", "label": "Current Referrer URL", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
551
+ "current_referrer_referrer_domain": { "data_type": "text", "label": "Current Referrer Domain", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
260
552
  },
261
- "identity": { "anonymous_id": { "type": "uuid" } },
262
- "lifecycle": { "created_at": { "type": "timestamp" }, "stitched_at": { "type": "timestamp", "nullable": true }, "last_activity_at": { "type": "timestamp" }, "stitched_to_person_id": { "type": "uuid", "nullable": true }, "stitched_to_account_id": { "type": "uuid", "nullable": true } },
263
- "retention": { "purge_after": { "type": "timestamp" }, "retention_days": { "type": "integer", "default": 90 } },
264
- "attribution": {
265
- "first_touch": { "utm_medium": { "type": "string", "nullable": true }, "utm_source": { "type": "string", "nullable": true }, "occurred_at": { "type": "timestamp" }, "landing_page": { "type": "string" }, "referrer_url": { "type": "string" }, "utm_campaign": { "type": "string", "nullable": true }, "referrer_domain": { "type": "string" }, "referrer_category": { "type": "enum", "options": ["social", "search", "direct", "referral", "email", "ad"] }, "landing_page_category": { "type": "string", "nullable": true } },
266
- "current_referrer": { "occurred_at": { "type": "timestamp", "nullable": true }, "referrer_url": { "type": "string", "nullable": true }, "referrer_domain": { "type": "string", "nullable": true } }
267
- }
553
+ "views": {
554
+ "default_list": {
555
+ "type": "list",
556
+ "display": "table",
557
+ "label": "Anonymous Sessions",
558
+ "fields": {
559
+ "anonymous_id": { "sortable": true, "display_type": "text" },
560
+ "temperature": { "sortable": true, "display_type": "badge" },
561
+ "scoring_raw_score": { "sortable": true, "display_type": "number" },
562
+ "lifecycle_last_activity_at": { "sortable": true, "display_type": "timestamp" }
563
+ },
564
+ "default_sort": { "field": "lifecycle_last_activity_at", "direction": "desc" }
565
+ },
566
+ "default_detail": {
567
+ "type": "detail",
568
+ "label": "Anonymous Session",
569
+ "sections": [
570
+ { "title": "Session", "fields": { "anonymous_id": { "display_type": "text" }, "temperature": { "display_type": "badge" }, "current_stage": { "display_type": "badge" }, "scoring_rating": { "display_type": "number" }, "scoring_raw_score": { "display_type": "number" } } },
571
+ { "title": "First Touch", "fields": { "first_touch_landing_page": { "display_type": "text" }, "first_touch_referrer_url": { "display_type": "text" }, "first_touch_utm_source": { "display_type": "text" }, "first_touch_utm_medium": { "display_type": "text" }, "first_touch_referrer_category": { "display_type": "badge" } } }
572
+ ]
573
+ }
574
+ },
575
+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
576
+ "functionality": null
268
577
  },
269
578
  "validation_schema": {}
270
579
  },
@@ -278,16 +587,63 @@
278
587
  "ownership": "system",
279
588
  "is_active": true,
280
589
  "design_schema": {
281
- "action": { "action_type": { "type": "string" }, "action_value": { "enum": [1, 2, 5], "type": "integer" }, "action_description": { "type": "string", "nullable": true } },
282
- "identity": { "person_id": { "type": "uuid", "nullable": true }, "account_id": { "type": "uuid", "nullable": true }, "session_id": { "type": "string", "nullable": true }, "anonymous_id": { "type": "uuid", "nullable": true } },
283
- "processing": { "scored_at": { "type": "timestamp" }, "enriched_at": { "type": "timestamp" }, "received_at": { "type": "timestamp" }, "stitched_at": { "type": "timestamp", "nullable": true }, "stitched_to_account_id": { "type": "uuid", "nullable": true } },
284
- "attribution": { "utm_medium": { "type": "string", "nullable": true }, "utm_source": { "type": "string", "nullable": true }, "utm_campaign": { "type": "string", "nullable": true }, "immediate_referrer": { "type": "string", "nullable": true }, "first_touch_landing_page": { "type": "string", "nullable": true }, "first_touch_referrer_url": { "type": "string", "nullable": true }, "first_touch_referrer_domain": { "type": "string", "nullable": true } },
285
- "classification": { "stage": { "type": "enum", "options": ["anonymous", "identified", "installed"] }, "source": { "type": "enum", "options": ["mar", "int", "use", "manual"] } },
286
- "scoring_components": {
287
- "recency": { "window": { "type": "enum", "options": ["fresh", "cooling", "stale", "expired"] }, "divisor": { "enum": [1, 2, 5], "type": "integer" }, "age_days": { "type": "float" } },
288
- "raw_score": { "rating": { "max": 5, "min": 1, "type": "integer" }, "calculated": { "type": "float" }, "max_possible": { "type": "float", "default": 25 } },
289
- "engagement": { "type": { "enum": [1, 2, 5], "type": "integer" }, "context": { "type": "enum", "options": ["first_visit", "deep_session", "return_visit"] }, "session_depth": { "type": "integer" }, "prior_session_count": { "type": "integer", "nullable": true } }
290
- }
590
+ "fields": {
591
+ "action_type": { "data_type": "text", "label": "Action Type", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
592
+ "action_value": { "data_type": "number", "label": "Action Value", "required": false, "validation": { "enum": [1, 2, 5] }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
593
+ "action_description": { "data_type": "textarea", "label": "Action Description", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
594
+ "identity_person_id": { "data_type": "text", "label": "Person ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
595
+ "identity_account_id": { "data_type": "text", "label": "Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
596
+ "identity_session_id": { "data_type": "text", "label": "Session ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
597
+ "identity_anonymous_id": { "data_type": "text", "label": "Anonymous ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
598
+ "processing_scored_at": { "data_type": "datetime", "label": "Scored At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
599
+ "processing_enriched_at": { "data_type": "datetime", "label": "Enriched At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
600
+ "processing_received_at": { "data_type": "datetime", "label": "Received At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
601
+ "processing_stitched_at": { "data_type": "datetime", "label": "Stitched At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
602
+ "processing_stitched_to_account_id": { "data_type": "text", "label": "Stitched To Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
603
+ "attribution_utm_medium": { "data_type": "text", "label": "UTM Medium", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
604
+ "attribution_utm_source": { "data_type": "text", "label": "UTM Source", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
605
+ "attribution_utm_campaign": { "data_type": "text", "label": "UTM Campaign", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
606
+ "attribution_immediate_referrer": { "data_type": "text", "label": "Immediate Referrer", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
607
+ "attribution_first_touch_landing_page": { "data_type": "text", "label": "First Touch Landing Page", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
608
+ "attribution_first_touch_referrer_url": { "data_type": "text", "label": "First Touch Referrer URL", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
609
+ "attribution_first_touch_referrer_domain": { "data_type": "text", "label": "First Touch Referrer Domain", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
610
+ "classification_stage": { "data_type": "select", "label": "Stage", "options": [{"label":"Anonymous","value":"anonymous"},{"label":"Identified","value":"identified"},{"label":"Installed","value":"installed"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
611
+ "classification_source": { "data_type": "select", "label": "Source", "options": [{"label":"Marketing","value":"mar"},{"label":"Integration","value":"int"},{"label":"User","value":"use"},{"label":"Manual","value":"manual"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
612
+ "recency_window": { "data_type": "select", "label": "Recency Window", "options": [{"label":"Fresh","value":"fresh"},{"label":"Cooling","value":"cooling"},{"label":"Stale","value":"stale"},{"label":"Expired","value":"expired"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
613
+ "recency_divisor": { "data_type": "number", "label": "Recency Divisor", "required": false, "validation": { "enum": [1, 2, 5] }, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
614
+ "recency_age_days": { "data_type": "number", "label": "Age Days", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
615
+ "raw_score_rating": { "data_type": "number", "label": "Raw Score Rating", "required": false, "validation": { "min": 1, "max": 5 }, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
616
+ "raw_score_calculated": { "data_type": "number", "label": "Raw Score Calculated", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
617
+ "raw_score_max_possible": { "data_type": "number", "label": "Max Possible Score", "default": 25, "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
618
+ "engagement_type": { "data_type": "number", "label": "Engagement Type", "required": false, "validation": { "enum": [1, 2, 5] }, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
619
+ "engagement_context": { "data_type": "select", "label": "Engagement Context", "options": [{"label":"First Visit","value":"first_visit"},{"label":"Deep Session","value":"deep_session"},{"label":"Return Visit","value":"return_visit"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
620
+ "engagement_session_depth": { "data_type": "number", "label": "Session Depth", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
621
+ "engagement_prior_session_count": { "data_type": "number", "label": "Prior Session Count", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
622
+ },
623
+ "views": {
624
+ "default_list": {
625
+ "type": "list",
626
+ "display": "table",
627
+ "label": "Funnel Signals",
628
+ "fields": {
629
+ "action_type": { "sortable": true, "display_type": "badge" },
630
+ "classification_stage": { "sortable": true, "display_type": "badge" },
631
+ "raw_score_calculated": { "sortable": true, "display_type": "number" },
632
+ "processing_received_at": { "sortable": true, "display_type": "timestamp" }
633
+ },
634
+ "default_sort": { "field": "processing_received_at", "direction": "desc" }
635
+ },
636
+ "default_detail": {
637
+ "type": "detail",
638
+ "label": "Funnel Signal",
639
+ "sections": [
640
+ { "title": "Action", "fields": { "action_type": { "display_type": "badge" }, "action_value": { "display_type": "number" }, "action_description": { "display_type": "textarea" } } },
641
+ { "title": "Classification", "fields": { "classification_stage": { "display_type": "badge" }, "classification_source": { "display_type": "badge" }, "raw_score_calculated": { "display_type": "number" } } }
642
+ ]
643
+ }
644
+ },
645
+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
646
+ "functionality": null
291
647
  },
292
648
  "validation_schema": {}
293
649
  },
@@ -301,11 +657,48 @@
301
657
  "ownership": "system",
302
658
  "is_active": true,
303
659
  "design_schema": {
304
- "notes": { "auto_reason": { "type": "string", "nullable": true }, "reviewer_notes": { "type": "string", "nullable": true } },
305
- "review": { "status": { "type": "enum", "options": ["pending", "accepted", "rejected", "converted"] }, "reviewed_at": { "type": "timestamp", "nullable": true }, "reviewed_by": { "type": "uuid", "nullable": true }, "conversion_opportunity_id": { "type": "uuid", "nullable": true } },
306
- "trigger": { "trigger_stage": { "type": "enum", "options": ["anonymous", "identified", "installed"] }, "trigger_rating": { "max": 5, "min": 1, "type": "integer" }, "trigger_reason": { "type": "string" }, "source_signal_id": { "type": "uuid" }, "trigger_raw_score": { "type": "float" } },
307
- "identity": { "person_id": { "type": "uuid", "nullable": true }, "account_id": { "type": "uuid", "nullable": true } },
308
- "recommendation": { "confidence": { "type": "enum", "options": ["low", "medium", "high"] }, "opportunity_type": { "type": "enum", "options": ["advanced_portal", "implementation", "support_plan", "managed_services", "expansion", "advocate"] }, "suggested_priority": { "max": 5, "min": 1, "type": "integer" } }
660
+ "fields": {
661
+ "notes_auto_reason": { "data_type": "textarea", "label": "Auto Reason", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
662
+ "notes_reviewer_notes": { "data_type": "textarea", "label": "Reviewer Notes", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
663
+ "review_status": { "data_type": "select", "label": "Review Status", "options": [{"label":"Pending","value":"pending"},{"label":"Accepted","value":"accepted"},{"label":"Rejected","value":"rejected"},{"label":"Converted","value":"converted"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
664
+ "review_reviewed_at": { "data_type": "datetime", "label": "Reviewed At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
665
+ "review_reviewed_by": { "data_type": "text", "label": "Reviewed By", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
666
+ "review_conversion_opportunity_id": { "data_type": "text", "label": "Conversion Opportunity ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
667
+ "trigger_trigger_stage": { "data_type": "select", "label": "Trigger Stage", "options": [{"label":"Anonymous","value":"anonymous"},{"label":"Identified","value":"identified"},{"label":"Installed","value":"installed"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
668
+ "trigger_trigger_rating": { "data_type": "number", "label": "Trigger Rating", "required": false, "validation": { "min": 1, "max": 5 }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
669
+ "trigger_trigger_reason": { "data_type": "textarea", "label": "Trigger Reason", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
670
+ "trigger_source_signal_id": { "data_type": "text", "label": "Source Signal ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
671
+ "trigger_trigger_raw_score": { "data_type": "number", "label": "Trigger Raw Score", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
672
+ "identity_person_id": { "data_type": "text", "label": "Person ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
673
+ "identity_account_id": { "data_type": "text", "label": "Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
674
+ "recommendation_confidence": { "data_type": "select", "label": "Confidence", "options": [{"label":"Low","value":"low"},{"label":"Medium","value":"medium"},{"label":"High","value":"high"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
675
+ "recommendation_opportunity_type": { "data_type": "select", "label": "Opportunity Type", "options": [{"label":"Advanced Portal","value":"advanced_portal"},{"label":"Implementation","value":"implementation"},{"label":"Support Plan","value":"support_plan"},{"label":"Managed Services","value":"managed_services"},{"label":"Expansion","value":"expansion"},{"label":"Advocate","value":"advocate"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
676
+ "recommendation_suggested_priority": { "data_type": "number", "label": "Suggested Priority", "required": false, "validation": { "min": 1, "max": 5 }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } }
677
+ },
678
+ "views": {
679
+ "default_list": {
680
+ "type": "list",
681
+ "display": "table",
682
+ "label": "Opportunities",
683
+ "fields": {
684
+ "review_status": { "sortable": true, "display_type": "badge" },
685
+ "recommendation_confidence": { "sortable": true, "display_type": "badge" },
686
+ "recommendation_opportunity_type": { "sortable": true, "display_type": "badge" },
687
+ "trigger_trigger_rating": { "sortable": true, "display_type": "number" }
688
+ },
689
+ "default_sort": { "field": "trigger_trigger_rating", "direction": "desc" }
690
+ },
691
+ "default_detail": {
692
+ "type": "detail",
693
+ "label": "Opportunity Queue Entry",
694
+ "sections": [
695
+ { "title": "Trigger", "fields": { "trigger_trigger_stage": { "display_type": "badge" }, "trigger_trigger_rating": { "display_type": "number" }, "trigger_trigger_reason": { "display_type": "textarea" }, "trigger_trigger_raw_score": { "display_type": "number" } } },
696
+ { "title": "Review", "fields": { "review_status": { "display_type": "badge" }, "review_reviewed_at": { "display_type": "timestamp" }, "notes_auto_reason": { "display_type": "textarea" }, "notes_reviewer_notes": { "display_type": "textarea" } } }
697
+ ]
698
+ }
699
+ },
700
+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
701
+ "functionality": null
309
702
  },
310
703
  "validation_schema": {}
311
704
  },
@@ -319,9 +712,44 @@
319
712
  "ownership": "system",
320
713
  "is_active": true,
321
714
  "design_schema": {
322
- "metrics": { "queue_summary": { "type": "jsonb" }, "signal_volume": { "type": "jsonb" }, "top_referrers": { "type": "jsonb" }, "conversion_rates": { "type": "jsonb" }, "avg_time_in_stage": { "type": "jsonb" }, "stage_distribution": { "type": "jsonb" }, "temperature_distribution": { "type": "jsonb" } },
323
- "identity": { "account_id": { "type": "uuid", "nullable": true }, "aggregation_scope": { "type": "enum", "options": ["system", "account"] } },
324
- "metadata": { "ttl_hours": { "type": "integer", "default": 1 }, "period_end": { "type": "timestamp" }, "computed_at": { "type": "timestamp" }, "period_start": { "type": "timestamp" } }
715
+ "fields": {
716
+ "metrics_queue_summary": { "data_type": "json", "label": "Queue Summary", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
717
+ "metrics_signal_volume": { "data_type": "json", "label": "Signal Volume", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
718
+ "metrics_top_referrers": { "data_type": "json", "label": "Top Referrers", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
719
+ "metrics_conversion_rates": { "data_type": "json", "label": "Conversion Rates", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
720
+ "metrics_avg_time_in_stage": { "data_type": "json", "label": "Avg Time In Stage", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
721
+ "metrics_stage_distribution": { "data_type": "json", "label": "Stage Distribution", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
722
+ "metrics_temperature_distribution": { "data_type": "json", "label": "Temperature Distribution", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
723
+ "identity_account_id": { "data_type": "text", "label": "Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
724
+ "identity_aggregation_scope": { "data_type": "select", "label": "Aggregation Scope", "options": [{"label":"System","value":"system"},{"label":"Account","value":"account"}], "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
725
+ "metadata_ttl_hours": { "data_type": "number", "label": "TTL Hours", "default": 1, "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
726
+ "metadata_period_end": { "data_type": "datetime", "label": "Period End", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
727
+ "metadata_computed_at": { "data_type": "datetime", "label": "Computed At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
728
+ "metadata_period_start": { "data_type": "datetime", "label": "Period Start", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
729
+ },
730
+ "views": {
731
+ "default_list": {
732
+ "type": "list",
733
+ "display": "table",
734
+ "label": "Funnel Aggregations",
735
+ "fields": {
736
+ "identity_account_id": { "sortable": true, "display_type": "text" },
737
+ "identity_aggregation_scope": { "sortable": true, "display_type": "badge" },
738
+ "metadata_computed_at": { "sortable": true, "display_type": "timestamp" }
739
+ },
740
+ "default_sort": { "field": "metadata_computed_at", "direction": "desc" }
741
+ },
742
+ "default_detail": {
743
+ "type": "detail",
744
+ "label": "Funnel Aggregation",
745
+ "sections": [
746
+ { "title": "Identity", "fields": { "identity_account_id": { "display_type": "text" }, "identity_aggregation_scope": { "display_type": "badge" }, "metadata_period_start": { "display_type": "timestamp" }, "metadata_period_end": { "display_type": "timestamp" } } },
747
+ { "title": "Metrics", "fields": { "metrics_queue_summary": { "display_type": "json" }, "metrics_signal_volume": { "display_type": "json" }, "metrics_conversion_rates": { "display_type": "json" } } }
748
+ ]
749
+ }
750
+ },
751
+ "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
752
+ "functionality": null
325
753
  },
326
754
  "validation_schema": {}
327
755
  },
@@ -341,11 +769,12 @@
341
769
  "default_detail": { "type": "detail", "label": "KB Tag", "sections": [{ "title": "Tag Details", "fields": ["name", "description", "color"] }, { "title": "Metadata", "fields": ["created_at", "updated_at"] }] }
342
770
  },
343
771
  "fields": {
344
- "name": { "label": "Tag Name", "required": true, "data_type": "text" },
345
- "color": { "label": "Color", "default": "#8B5CF6", "data_type": "text" },
346
- "description": { "label": "Description", "data_type": "text" }
772
+ "name": { "label": "Tag Name", "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
773
+ "color": { "label": "Color", "default": "#8B5CF6", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
774
+ "description": { "label": "Description", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } }
347
775
  },
348
- "record_permissions": { "member": ["read"], "support": ["read", "create", "update"], "system_admin": ["create", "read", "update", "delete"] }
776
+ "record_permissions": { "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
777
+ "functionality": null
349
778
  },
350
779
  "validation_schema": {}
351
780
  }