spine-framework-cortex 0.1.19 → 0.2.0

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Files changed (46) hide show
  1. package/{functions/custom_cortex-handler.ts → api/cortex-handler.ts} +9 -9
  2. package/components/CliInstancesCard.tsx +144 -0
  3. package/components/CortexSidebar.tsx +27 -53
  4. package/hooks/useTypeRegistry.ts +74 -0
  5. package/index.tsx +13 -24
  6. package/manifest.json +1 -13
  7. package/package.json +11 -20
  8. package/pages/courses/CoursesPage.tsx +14 -4
  9. package/pages/crm/AccountDetailPage.tsx +149 -194
  10. package/pages/crm/ContactsPage.tsx +7 -7
  11. package/pages/intelligence/IntelligencePage.tsx +24 -31
  12. package/pages/kb/KBEditorPage.tsx +9 -2
  13. package/pages/operations/AuditFunnelPage.tsx +378 -0
  14. package/pages/operations/InstallFunnelPage.tsx +410 -0
  15. package/pages/operations/OperationsDashboard.tsx +275 -0
  16. package/pages/support/RedactionReview.tsx +11 -2
  17. package/seed/link-types.json +8 -42
  18. package/seed/package.json +27 -0
  19. package/seed/roles.json +1 -1
  20. package/seed/types.json +2711 -596
  21. package/CHANGELOG.md +0 -46
  22. package/LICENSE.md +0 -223
  23. package/README.md +0 -69
  24. package/functions/custom_anonymous-sessions.ts +0 -356
  25. package/functions/custom_case_analysis.ts +0 -507
  26. package/functions/custom_community-escalation.ts +0 -234
  27. package/functions/custom_cortex-chunks.ts +0 -52
  28. package/functions/custom_funnel-scoring.ts +0 -256
  29. package/functions/custom_funnel-signal.ts +0 -446
  30. package/functions/custom_funnel-timers.ts +0 -449
  31. package/functions/custom_kb-chunker-test.ts +0 -364
  32. package/functions/custom_kb-chunker.ts +0 -576
  33. package/functions/custom_kb-embeddings.ts +0 -481
  34. package/functions/custom_kb-ingestion.ts +0 -448
  35. package/functions/custom_support-triage.ts +0 -649
  36. package/functions/custom_tag_management.ts +0 -314
  37. package/functions/webhook-handlers.ts +0 -29
  38. package/lib/resolveTypeId.ts +0 -16
  39. package/pages/crm/ContactDetailPage.tsx +0 -184
  40. package/pages/ops/AuditFunnelPage.tsx +0 -191
  41. package/pages/ops/CommandCenterPage.tsx +0 -377
  42. package/pages/ops/InstallFunnelPage.tsx +0 -226
  43. package/seed/accounts.json +0 -9
  44. package/seed/integrations.json +0 -24
  45. package/seed/pipelines.json +0 -59
  46. package/seed/triggers.json +0 -125
package/seed/types.json CHANGED
@@ -1,198 +1,641 @@
1
1
  [
2
2
  {
3
- "kind": "account",
4
- "slug": "account",
5
- "name": "Account",
6
- "description": "Customer or prospect account with funnel intelligence tracking",
7
- "icon": "building",
8
- "color": "#3b82f6",
3
+ "kind": "item",
4
+ "slug": "deal",
5
+ "name": "Deal",
6
+ "description": "Sales opportunity with stage, value, and close date",
7
+ "icon": "briefcase",
8
+ "color": "#3B82F6",
9
9
  "ownership": "tenant",
10
10
  "is_active": true,
11
11
  "design_schema": {
12
12
  "scope": "account",
13
- "fields": {
14
- "name": { "label": "Name", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
15
- "slug": { "label": "Slug", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
16
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
17
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
18
- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
19
- "lifecycle_stage": { "label": "Lifecycle Stage", "system": false, "required": false, "data_type": "select", "options": [{"label":"Anonymous","value":"anonymous"},{"label":"Identified","value":"identified"},{"label":"Installed","value":"installed"},{"label":"Qualified","value":"qualified"},{"label":"Customer","value":"customer"},{"label":"Churned","value":"churned"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
20
- "lead_score": { "label": "Lead Score", "system": false, "required": false, "data_type": "number", "validation": { "min": 0, "max": 25 }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
21
- "temperature": { "label": "Temperature", "system": false, "required": false, "data_type": "select", "options": [{"label":"Cold","value":"cold"},{"label":"Warm","value":"warm"},{"label":"Hot","value":"hot"},{"label":"On Fire","value":"on_fire"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
22
- "last_signal_at": { "label": "Last Signal At", "system": false, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
23
- "ratings": { "label": "Ratings", "system": false, "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
24
- "attribution": { "label": "Attribution", "system": false, "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
25
- "claim_status": { "label": "Claim Status", "system": false, "required": false, "data_type": "select", "options": [{"label":"Unclaimed","value":"unclaimed"},{"label":"Claimed","value":"claimed"},{"label":"Verified","value":"verified"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
26
- "claimed_apps": { "label": "Claimed Apps", "system": false, "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
27
- "segment": { "label": "Segment", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
28
- "queue": { "label": "Queue", "system": false, "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
29
- },
30
13
  "views": {
31
14
  "default_list": {
32
15
  "type": "list",
33
- "display": "table",
34
- "label": "Accounts",
16
+ "label": "Deals",
35
17
  "fields": {
36
- "name": { "sortable": true, "display_type": "text" },
37
- "lifecycle_stage": { "sortable": true, "display_type": "badge" },
38
- "lead_score": { "sortable": true, "display_type": "number" },
39
- "temperature": { "sortable": true, "display_type": "badge" },
40
- "claim_status": { "sortable": true, "display_type": "badge" },
41
- "last_signal_at": { "sortable": true, "display_type": "timestamp" }
18
+ "stage": {
19
+ "sortable": true,
20
+ "display_type": "badge"
21
+ },
22
+ "value": {
23
+ "sortable": true,
24
+ "display_type": "currency"
25
+ },
26
+ "close_date": {
27
+ "sortable": true,
28
+ "display_type": "date"
29
+ },
30
+ "probability": {
31
+ "sortable": true,
32
+ "display_type": "percentage"
33
+ }
42
34
  },
43
- "default_sort": { "field": "last_signal_at", "direction": "desc" }
35
+ "display": "table"
44
36
  },
45
37
  "default_detail": {
46
38
  "type": "detail",
47
- "label": "Account",
39
+ "label": "Deal",
48
40
  "sections": [
49
- { "title": "Identity", "fields": { "name": { "display_type": "input" }, "slug": { "display_type": "text" }, "is_active": { "display_type": "badge" } } },
50
- { "title": "Funnel Intelligence", "fields": { "lifecycle_stage": { "display_type": "badge" }, "lead_score": { "display_type": "number" }, "temperature": { "display_type": "badge" }, "last_signal_at": { "display_type": "timestamp" }, "segment": { "display_type": "text" } } },
51
- { "title": "Attribution", "fields": { "attribution": { "display_type": "json" } } },
52
- { "title": "App Registrations", "fields": { "claim_status": { "display_type": "badge" }, "claimed_apps": { "display_type": "json" } } }
41
+ {
42
+ "title": "Deal Info",
43
+ "fields": [
44
+ "stage",
45
+ "value",
46
+ "close_date",
47
+ "probability",
48
+ "source"
49
+ ]
50
+ },
51
+ {
52
+ "title": "Ownership",
53
+ "fields": [
54
+ "owner_person_id",
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+ "account_id"
56
+ ]
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+ }
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  ]
54
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  }
55
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  },
56
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
57
- "functionality": null
58
- },
59
- "validation_schema": {}
60
- },
61
- {
62
- "kind": "item",
63
- "slug": "case_analysis",
64
- "name": "Case Analysis",
65
- "description": "AI-generated case resolution analysis and insights",
66
- "icon": "analysis",
67
- "color": "#10B981",
68
- "ownership": "tenant",
69
- "is_active": true,
70
- "design_schema": {
71
61
  "fields": {
72
- "ticket_id": { "data_type": "text", "label": "Original Ticket ID", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
73
- "ai_agent_id": { "data_type": "text", "label": "AI Agent Used", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
74
- "analysis_data": { "data_type": "json", "label": "Complete Analysis Data", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
75
- "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"] } },
76
- "analysis_timestamp": { "data_type": "datetime", "label": "Analysis Timestamp", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
77
- },
78
- "views": {
79
- "default_list": {
80
- "type": "list",
81
- "display": "table",
82
- "label": "Case Analyses",
83
- "fields": {
84
- "ticket_id": { "sortable": true, "display_type": "text" },
85
- "confidence_score": { "sortable": true, "display_type": "number" },
86
- "analysis_timestamp": { "sortable": true, "display_type": "timestamp" }
87
- },
88
- "default_sort": { "field": "analysis_timestamp", "direction": "desc" }
62
+ "stage": {
63
+ "label": "Stage",
64
+ "required": true,
65
+ "data_type": "select",
66
+ "options": [
67
+ {
68
+ "label": "Prospecting",
69
+ "value": "prospecting"
70
+ },
71
+ {
72
+ "label": "Qualification",
73
+ "value": "qualification"
74
+ },
75
+ {
76
+ "label": "Proposal",
77
+ "value": "proposal"
78
+ },
79
+ {
80
+ "label": "Negotiation",
81
+ "value": "negotiation"
82
+ },
83
+ {
84
+ "label": "Closed Won",
85
+ "value": "closed_won"
86
+ },
87
+ {
88
+ "label": "Closed Lost",
89
+ "value": "closed_lost"
90
+ }
91
+ ],
92
+ "permissions": {
93
+ "system_admin": [
94
+ "read",
95
+ "write"
96
+ ],
97
+ "support": [
98
+ "read",
99
+ "write"
100
+ ],
101
+ "member": [
102
+ "read"
103
+ ]
104
+ }
89
105
  },
90
- "default_detail": {
91
- "type": "detail",
92
- "label": "Case Analysis",
93
- "sections": [
94
- { "title": "Analysis", "fields": { "ticket_id": { "display_type": "input" }, "analysis_data": { "display_type": "textarea" }, "confidence_score": { "display_type": "number" } } },
95
- { "title": "Metadata", "fields": { "ai_agent_id": { "display_type": "text" }, "analysis_timestamp": { "display_type": "timestamp" } } }
96
- ]
106
+ "value": {
107
+ "label": "Deal Value (USD)",
108
+ "data_type": "number",
109
+ "permissions": {
110
+ "system_admin": [
111
+ "read",
112
+ "write"
113
+ ],
114
+ "support": [
115
+ "read",
116
+ "write"
117
+ ],
118
+ "member": [
119
+ "read"
120
+ ]
121
+ }
122
+ },
123
+ "close_date": {
124
+ "label": "Expected Close Date",
125
+ "data_type": "date",
126
+ "permissions": {
127
+ "system_admin": [
128
+ "read",
129
+ "write"
130
+ ],
131
+ "support": [
132
+ "read",
133
+ "write"
134
+ ],
135
+ "member": [
136
+ "read"
137
+ ]
138
+ }
139
+ },
140
+ "owner_person_id": {
141
+ "label": "Deal Owner",
142
+ "data_type": "text",
143
+ "permissions": {
144
+ "system_admin": [
145
+ "read",
146
+ "write"
147
+ ],
148
+ "support": [
149
+ "read",
150
+ "write"
151
+ ],
152
+ "member": [
153
+ "read"
154
+ ]
155
+ }
156
+ },
157
+ "account_id": {
158
+ "label": "Company",
159
+ "data_type": "text",
160
+ "permissions": {
161
+ "system_admin": [
162
+ "read",
163
+ "write"
164
+ ],
165
+ "support": [
166
+ "read",
167
+ "write"
168
+ ],
169
+ "member": [
170
+ "read"
171
+ ]
172
+ }
173
+ },
174
+ "probability": {
175
+ "label": "Probability %",
176
+ "data_type": "number",
177
+ "permissions": {
178
+ "system_admin": [
179
+ "read",
180
+ "write"
181
+ ],
182
+ "support": [
183
+ "read",
184
+ "write"
185
+ ],
186
+ "member": [
187
+ "read"
188
+ ]
189
+ }
190
+ },
191
+ "source": {
192
+ "label": "Lead Source",
193
+ "data_type": "select",
194
+ "options": [
195
+ {
196
+ "label": "Inbound",
197
+ "value": "inbound"
198
+ },
199
+ {
200
+ "label": "Outbound",
201
+ "value": "outbound"
202
+ },
203
+ {
204
+ "label": "Referral",
205
+ "value": "referral"
206
+ },
207
+ {
208
+ "label": "Event",
209
+ "value": "event"
210
+ },
211
+ {
212
+ "label": "Paid",
213
+ "value": "paid"
214
+ },
215
+ {
216
+ "label": "Organic",
217
+ "value": "organic"
218
+ }
219
+ ],
220
+ "permissions": {
221
+ "system_admin": [
222
+ "read",
223
+ "write"
224
+ ],
225
+ "support": [
226
+ "read",
227
+ "write"
228
+ ],
229
+ "member": [
230
+ "read"
231
+ ]
232
+ }
97
233
  }
98
234
  },
99
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
235
+ "record_permissions": {
236
+ "member": [
237
+ "read"
238
+ ],
239
+ "support": [
240
+ "create",
241
+ "read",
242
+ "update"
243
+ ],
244
+ "system_admin": [
245
+ "create",
246
+ "read",
247
+ "update",
248
+ "delete"
249
+ ]
250
+ },
100
251
  "functionality": null
101
252
  },
102
- "validation_schema": {
103
- "fields": {
104
- "ticket_id": { "data_type": "text", "required": true },
105
- "ai_agent_id": { "data_type": "text", "required": false },
106
- "analysis_data": { "data_type": "json", "required": true },
107
- "confidence_score": { "data_type": "number", "required": false, "min": 0, "max": 1 },
108
- "analysis_timestamp": { "data_type": "datetime", "required": false }
109
- }
110
- }
253
+ "validation_schema": {}
111
254
  },
112
255
  {
113
256
  "kind": "item",
114
- "slug": "course",
115
- "name": "Course",
116
- "description": "Top-level course container",
117
- "icon": "graduation-cap",
118
- "color": "#6366f1",
257
+ "slug": "site_visit",
258
+ "name": "Site Visit",
259
+ "description": "Website visit tracking event",
260
+ "icon": "eye",
261
+ "color": "#8B5CF6",
119
262
  "ownership": "tenant",
120
263
  "is_active": true,
121
264
  "design_schema": {
122
- "scope": "platform",
265
+ "scope": "account",
123
266
  "views": {
124
267
  "default_list": {
125
268
  "type": "list",
126
- "label": "Courses",
269
+ "label": "Site Visits",
127
270
  "fields": {
128
- "title": { "sortable": true, "display_type": "text" },
129
- "status": { "sortable": true, "display_type": "badge" },
130
- "is_active": { "sortable": true, "display_type": "badge" }
271
+ "url": {
272
+ "sortable": true,
273
+ "display_type": "text"
274
+ },
275
+ "duration_seconds": {
276
+ "sortable": true,
277
+ "display_type": "number"
278
+ },
279
+ "source": {
280
+ "sortable": true,
281
+ "display_type": "badge"
282
+ }
131
283
  },
132
284
  "display": "table"
133
285
  },
134
286
  "default_detail": {
135
287
  "type": "detail",
136
- "label": "Course",
288
+ "label": "Site Visit",
137
289
  "sections": [
138
- { "title": "Overview", "fields": ["title", "description", "status", "is_active"] },
139
- { "title": "Metadata", "fields": ["created_at", "updated_at"] }
290
+ {
291
+ "title": "Visit",
292
+ "fields": [
293
+ "url",
294
+ "duration_seconds",
295
+ "source"
296
+ ]
297
+ },
298
+ {
299
+ "title": "Attribution",
300
+ "fields": [
301
+ "utm_campaign",
302
+ "utm_medium",
303
+ "utm_source",
304
+ "referrer"
305
+ ]
306
+ }
140
307
  ]
141
308
  }
142
309
  },
143
310
  "fields": {
144
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
145
- "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
146
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
147
- "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
148
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
149
- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
150
- },
151
- "record_permissions": { "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
311
+ "url": {
312
+ "label": "Page URL",
313
+ "required": true,
314
+ "data_type": "text",
315
+ "permissions": {
316
+ "system_admin": [
317
+ "read",
318
+ "write"
319
+ ],
320
+ "support": [
321
+ "read",
322
+ "write"
323
+ ],
324
+ "member": [
325
+ "read"
326
+ ]
327
+ }
328
+ },
329
+ "duration_seconds": {
330
+ "label": "Duration (seconds)",
331
+ "data_type": "number",
332
+ "permissions": {
333
+ "system_admin": [
334
+ "read",
335
+ "write"
336
+ ],
337
+ "support": [
338
+ "read",
339
+ "write"
340
+ ],
341
+ "member": [
342
+ "read"
343
+ ]
344
+ }
345
+ },
346
+ "source": {
347
+ "label": "Traffic Source",
348
+ "data_type": "text",
349
+ "permissions": {
350
+ "system_admin": [
351
+ "read",
352
+ "write"
353
+ ],
354
+ "support": [
355
+ "read",
356
+ "write"
357
+ ],
358
+ "member": [
359
+ "read"
360
+ ]
361
+ }
362
+ },
363
+ "utm_campaign": {
364
+ "label": "UTM Campaign",
365
+ "data_type": "text",
366
+ "permissions": {
367
+ "system_admin": [
368
+ "read",
369
+ "write"
370
+ ],
371
+ "support": [
372
+ "read",
373
+ "write"
374
+ ],
375
+ "member": [
376
+ "read"
377
+ ]
378
+ }
379
+ },
380
+ "utm_medium": {
381
+ "label": "UTM Medium",
382
+ "data_type": "text",
383
+ "permissions": {
384
+ "system_admin": [
385
+ "read",
386
+ "write"
387
+ ],
388
+ "support": [
389
+ "read",
390
+ "write"
391
+ ],
392
+ "member": [
393
+ "read"
394
+ ]
395
+ }
396
+ },
397
+ "utm_source": {
398
+ "label": "UTM Source",
399
+ "data_type": "text",
400
+ "permissions": {
401
+ "system_admin": [
402
+ "read",
403
+ "write"
404
+ ],
405
+ "support": [
406
+ "read",
407
+ "write"
408
+ ],
409
+ "member": [
410
+ "read"
411
+ ]
412
+ }
413
+ },
414
+ "referrer": {
415
+ "label": "Referrer URL",
416
+ "data_type": "text",
417
+ "permissions": {
418
+ "system_admin": [
419
+ "read",
420
+ "write"
421
+ ],
422
+ "support": [
423
+ "read",
424
+ "write"
425
+ ],
426
+ "member": [
427
+ "read"
428
+ ]
429
+ }
430
+ }
431
+ },
432
+ "record_permissions": {
433
+ "member": [
434
+ "read"
435
+ ],
436
+ "support": [
437
+ "create",
438
+ "read",
439
+ "update"
440
+ ],
441
+ "system_admin": [
442
+ "create",
443
+ "read",
444
+ "update",
445
+ "delete"
446
+ ]
447
+ },
152
448
  "functionality": null
153
449
  },
154
450
  "validation_schema": {}
155
451
  },
156
452
  {
157
453
  "kind": "item",
158
- "slug": "course_chapter",
159
- "name": "Course Chapter",
160
- "description": "Chapter grouping lessons within a course",
161
- "icon": "book-open",
162
- "color": "#8b5cf6",
454
+ "slug": "marketing_touch",
455
+ "name": "Marketing Touch",
456
+ "description": "Marketing touchpoint: channel, campaign, content, conversion",
457
+ "icon": "megaphone",
458
+ "color": "#F59E0B",
163
459
  "ownership": "tenant",
164
460
  "is_active": true,
165
461
  "design_schema": {
166
- "scope": "platform",
462
+ "scope": "account",
167
463
  "views": {
168
464
  "default_list": {
169
465
  "type": "list",
170
- "label": "Chapters",
466
+ "label": "Marketing Touches",
171
467
  "fields": {
172
- "title": { "sortable": true, "display_type": "text" },
173
- "sequence": { "sortable": true, "display_type": "number" },
174
- "is_active": { "sortable": true, "display_type": "badge" }
468
+ "channel": {
469
+ "sortable": true,
470
+ "display_type": "badge"
471
+ },
472
+ "campaign": {
473
+ "sortable": true,
474
+ "display_type": "text"
475
+ },
476
+ "converted": {
477
+ "sortable": true,
478
+ "display_type": "boolean"
479
+ }
175
480
  },
176
481
  "display": "table"
177
482
  },
178
483
  "default_detail": {
179
484
  "type": "detail",
180
- "label": "Chapter",
485
+ "label": "Marketing Touch",
181
486
  "sections": [
182
- { "title": "Overview", "fields": ["title", "description", "sequence", "is_active"] },
183
- { "title": "Metadata", "fields": ["created_at", "updated_at"] }
487
+ {
488
+ "title": "Touch",
489
+ "fields": [
490
+ "channel",
491
+ "campaign",
492
+ "content",
493
+ "converted"
494
+ ]
495
+ },
496
+ {
497
+ "title": "Attribution",
498
+ "fields": [
499
+ "deal_id"
500
+ ]
501
+ }
184
502
  ]
185
503
  }
186
504
  },
187
505
  "fields": {
188
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
189
- "sequence": { "label": "Sequence", "system": false, "required": true, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
190
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
191
- "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
192
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
193
- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
194
- },
195
- "record_permissions": { "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
506
+ "channel": {
507
+ "label": "Channel",
508
+ "required": true,
509
+ "data_type": "select",
510
+ "options": [
511
+ {
512
+ "label": "Email",
513
+ "value": "email"
514
+ },
515
+ {
516
+ "label": "Social",
517
+ "value": "social"
518
+ },
519
+ {
520
+ "label": "Paid Search",
521
+ "value": "paid_search"
522
+ },
523
+ {
524
+ "label": "Organic Search",
525
+ "value": "organic_search"
526
+ },
527
+ {
528
+ "label": "Direct",
529
+ "value": "direct"
530
+ },
531
+ {
532
+ "label": "Event",
533
+ "value": "event"
534
+ },
535
+ {
536
+ "label": "Referral",
537
+ "value": "referral"
538
+ }
539
+ ],
540
+ "permissions": {
541
+ "system_admin": [
542
+ "read",
543
+ "write"
544
+ ],
545
+ "support": [
546
+ "read",
547
+ "write"
548
+ ],
549
+ "member": [
550
+ "read"
551
+ ]
552
+ }
553
+ },
554
+ "campaign": {
555
+ "label": "Campaign Name",
556
+ "data_type": "text",
557
+ "permissions": {
558
+ "system_admin": [
559
+ "read",
560
+ "write"
561
+ ],
562
+ "support": [
563
+ "read",
564
+ "write"
565
+ ],
566
+ "member": [
567
+ "read"
568
+ ]
569
+ }
570
+ },
571
+ "content": {
572
+ "label": "Content/Asset",
573
+ "data_type": "text",
574
+ "permissions": {
575
+ "system_admin": [
576
+ "read",
577
+ "write"
578
+ ],
579
+ "support": [
580
+ "read",
581
+ "write"
582
+ ],
583
+ "member": [
584
+ "read"
585
+ ]
586
+ }
587
+ },
588
+ "converted": {
589
+ "label": "Converted",
590
+ "data_type": "boolean",
591
+ "permissions": {
592
+ "system_admin": [
593
+ "read",
594
+ "write"
595
+ ],
596
+ "support": [
597
+ "read",
598
+ "write"
599
+ ],
600
+ "member": [
601
+ "read"
602
+ ]
603
+ }
604
+ },
605
+ "deal_id": {
606
+ "label": "Related Deal",
607
+ "data_type": "text",
608
+ "permissions": {
609
+ "system_admin": [
610
+ "read",
611
+ "write"
612
+ ],
613
+ "support": [
614
+ "read",
615
+ "write"
616
+ ],
617
+ "member": [
618
+ "read"
619
+ ]
620
+ }
621
+ }
622
+ },
623
+ "record_permissions": {
624
+ "member": [
625
+ "read"
626
+ ],
627
+ "support": [
628
+ "create",
629
+ "read",
630
+ "update"
631
+ ],
632
+ "system_admin": [
633
+ "create",
634
+ "read",
635
+ "update",
636
+ "delete"
637
+ ]
638
+ },
196
639
  "functionality": null
197
640
  },
198
641
  "validation_schema": {}
@@ -201,283 +644,853 @@
201
644
  "kind": "item",
202
645
  "slug": "csm_health",
203
646
  "name": "CSM Health Record",
204
- "description": "Customer success health: temperature, churn risk, adoption, NPS",
647
+ "description": "Customer success health check: temperature, churn risk, adoption, NPS",
205
648
  "icon": "heart-pulse",
206
649
  "color": "#10B981",
207
650
  "ownership": "tenant",
208
651
  "is_active": true,
209
652
  "design_schema": {
210
653
  "scope": "account",
211
- "fields": {
212
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
213
- "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
214
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
215
- "temperature": { "label": "Health Temperature", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
216
- "nps_score": { "label": "NPS Score", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
217
- "adoption_score": { "label": "Adoption Score", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
218
- "churn_risk_score": { "label": "Churn Risk Score", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
219
- "notes": { "label": "CSM Notes", "system": false, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
220
- "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
221
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
222
- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
223
- },
224
654
  "views": {
225
655
  "default_list": {
226
656
  "type": "list",
227
- "display": "table",
228
657
  "label": "Health Records",
229
658
  "fields": {
230
- "title": { "sortable": true, "display_type": "text" },
231
- "temperature": { "sortable": true, "display_type": "badge" },
232
- "nps_score": { "sortable": true, "display_type": "number" },
233
- "created_at": { "sortable": true, "display_type": "timestamp" }
659
+ "account_id": {
660
+ "sortable": true,
661
+ "display_type": "text"
662
+ },
663
+ "temperature": {
664
+ "sortable": true,
665
+ "display_type": "badge"
666
+ },
667
+ "churn_risk_score": {
668
+ "sortable": true,
669
+ "display_type": "number"
670
+ },
671
+ "nps_score": {
672
+ "sortable": true,
673
+ "display_type": "number"
674
+ }
234
675
  },
235
- "default_sort": { "field": "created_at", "direction": "desc" }
676
+ "display": "table"
236
677
  },
237
678
  "default_detail": {
238
679
  "type": "detail",
239
680
  "label": "Health Record",
240
681
  "sections": [
241
- { "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" } } },
242
- { "title": "Notes", "fields": { "notes": { "display_type": "textarea" }, "description": { "display_type": "textarea" } } }
682
+ {
683
+ "title": "Health",
684
+ "fields": [
685
+ "temperature",
686
+ "churn_risk_score",
687
+ "adoption_score",
688
+ "nps_score"
689
+ ]
690
+ },
691
+ {
692
+ "title": "Account",
693
+ "fields": [
694
+ "account_id",
695
+ "notes"
696
+ ]
697
+ }
243
698
  ]
244
699
  }
245
700
  },
246
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
247
- "functionality": null
248
- },
249
- "validation_schema": {}
250
- },
251
- {
252
- "kind": "item",
253
- "slug": "deal",
254
- "name": "Deal",
255
- "description": "Sales opportunity with stage, value, and close date",
256
- "icon": "briefcase",
257
- "color": "#3B82F6",
258
- "ownership": "tenant",
259
- "is_active": true,
260
- "design_schema": {
261
- "scope": "account",
262
701
  "fields": {
263
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
264
- "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
265
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
266
- "stage": { "label": "Stage", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
267
- "value": { "label": "Deal Value", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
268
- "source": { "label": "Lead Source", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
269
- "close_date": { "label": "Close Date", "system": false, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
270
- "probability": { "label": "Probability %", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
271
- "description": { "label": "Description", "system": true, "required": false, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
272
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
273
- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
274
- },
275
- "views": {
276
- "default_list": {
277
- "type": "list",
278
- "display": "table",
279
- "label": "Deals",
280
- "fields": {
281
- "title": { "sortable": true, "display_type": "text" },
282
- "stage": { "sortable": true, "display_type": "badge" },
283
- "value": { "sortable": true, "display_type": "currency" },
284
- "probability": { "sortable": true, "display_type": "number" },
285
- "created_at": { "sortable": true, "display_type": "timestamp" }
286
- },
287
- "default_sort": { "field": "created_at", "direction": "desc" }
702
+ "temperature": {
703
+ "label": "Health Temperature",
704
+ "required": true,
705
+ "data_type": "select",
706
+ "options": [
707
+ {
708
+ "label": "Green",
709
+ "value": "green"
710
+ },
711
+ {
712
+ "label": "Yellow",
713
+ "value": "yellow"
714
+ },
715
+ {
716
+ "label": "Red",
717
+ "value": "red"
718
+ }
719
+ ],
720
+ "permissions": {
721
+ "system_admin": [
722
+ "read",
723
+ "write"
724
+ ],
725
+ "support": [
726
+ "read",
727
+ "write"
728
+ ],
729
+ "member": [
730
+ "read"
731
+ ]
732
+ }
288
733
  },
289
- "default_detail": {
290
- "type": "detail",
291
- "label": "Deal",
292
- "sections": [
293
- { "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" } } },
294
- { "title": "Details", "fields": { "description": { "display_type": "textarea" } } }
295
- ]
734
+ "churn_risk_score": {
735
+ "label": "Churn Risk Score (0-100)",
736
+ "data_type": "number",
737
+ "permissions": {
738
+ "system_admin": [
739
+ "read",
740
+ "write"
741
+ ],
742
+ "support": [
743
+ "read",
744
+ "write"
745
+ ],
746
+ "member": [
747
+ "read"
748
+ ]
749
+ }
750
+ },
751
+ "adoption_score": {
752
+ "label": "Adoption Score (0-100)",
753
+ "data_type": "number",
754
+ "permissions": {
755
+ "system_admin": [
756
+ "read",
757
+ "write"
758
+ ],
759
+ "support": [
760
+ "read",
761
+ "write"
762
+ ],
763
+ "member": [
764
+ "read"
765
+ ]
766
+ }
767
+ },
768
+ "nps_score": {
769
+ "label": "NPS Score (-100 to 100)",
770
+ "data_type": "number",
771
+ "permissions": {
772
+ "system_admin": [
773
+ "read",
774
+ "write"
775
+ ],
776
+ "support": [
777
+ "read",
778
+ "write"
779
+ ],
780
+ "member": [
781
+ "read"
782
+ ]
783
+ }
784
+ },
785
+ "account_id": {
786
+ "label": "Customer Account",
787
+ "required": true,
788
+ "data_type": "text",
789
+ "permissions": {
790
+ "system_admin": [
791
+ "read",
792
+ "write"
793
+ ],
794
+ "support": [
795
+ "read",
796
+ "write"
797
+ ],
798
+ "member": [
799
+ "read"
800
+ ]
801
+ }
802
+ },
803
+ "notes": {
804
+ "label": "CSM Notes",
805
+ "data_type": "textarea",
806
+ "permissions": {
807
+ "system_admin": [
808
+ "read",
809
+ "write"
810
+ ],
811
+ "support": [
812
+ "read",
813
+ "write"
814
+ ],
815
+ "member": [
816
+ "read"
817
+ ]
818
+ }
296
819
  }
297
820
  },
298
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
821
+ "record_permissions": {
822
+ "member": [
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+ "read"
824
+ ],
825
+ "support": [
826
+ "create",
827
+ "read",
828
+ "update"
829
+ ],
830
+ "system_admin": [
831
+ "create",
832
+ "read",
833
+ "update",
834
+ "delete"
835
+ ]
836
+ },
299
837
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300
838
  },
301
839
  "validation_schema": {}
302
840
  },
303
841
  {
304
842
  "kind": "item",
305
- "slug": "kb_article",
306
- "name": "Knowledge Base Article",
307
- "description": "Help documentation and knowledge base article",
308
- "icon": "book-open",
309
- "color": "#0EA5E9",
843
+ "slug": "funnel_signal",
844
+ "name": "Funnel Signal",
845
+ "description": "Individual prospect/customer activity with engagement scoring",
846
+ "icon": "activity",
847
+ "color": "#3B82F6",
310
848
  "ownership": "system",
311
849
  "is_active": true,
312
850
  "design_schema": {
313
- "scope": "platform",
851
+ "scope": "system",
314
852
  "fields": {
315
- "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"] } },
316
- "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"] } },
317
- "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"] } },
318
- "description": { "label": "Description", "required": true, "data_type": "rich_text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
319
- "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"] } },
320
- "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"] } },
321
- "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"] } },
322
- "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"] } },
323
- "tags": { "label": "Tags", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
324
- "version": { "label": "Version", "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
325
- "expires_at": { "label": "Expires At", "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
326
- "last_reviewed_at": { "label": "Last Reviewed At", "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
327
- "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"] } },
328
- "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"] } },
329
- "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"] } },
330
- "related_articles": { "label": "Related Articles", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
331
- "source_info": { "label": "Source Info", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
332
- "care_metadata": { "label": "Care Metadata", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
333
- "code_metadata": { "label": "Code Metadata", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } },
334
- "process_metadata": { "label": "Process Metadata", "required": false, "data_type": "json", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"], "guest": ["read"] } }
335
- },
336
- "record_permissions": { "guest": ["read"], "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
853
+ "anonymous_id": {
854
+ "label": "Anonymous ID",
855
+ "data_type": "text",
856
+ "permissions": {
857
+ "system_admin": [
858
+ "read",
859
+ "write"
860
+ ],
861
+ "support": [
862
+ "read"
863
+ ],
864
+ "member": []
865
+ }
866
+ },
867
+ "person_id": {
868
+ "label": "Person ID",
869
+ "data_type": "text",
870
+ "permissions": {
871
+ "system_admin": [
872
+ "read",
873
+ "write"
874
+ ],
875
+ "support": [
876
+ "read"
877
+ ],
878
+ "member": []
879
+ }
880
+ },
881
+ "account_id": {
882
+ "label": "Account ID",
883
+ "data_type": "text",
884
+ "permissions": {
885
+ "system_admin": [
886
+ "read",
887
+ "write"
888
+ ],
889
+ "support": [
890
+ "read"
891
+ ],
892
+ "member": []
893
+ }
894
+ },
895
+ "session_id": {
896
+ "label": "Session ID",
897
+ "data_type": "text",
898
+ "permissions": {
899
+ "system_admin": [
900
+ "read",
901
+ "write"
902
+ ],
903
+ "support": [
904
+ "read"
905
+ ],
906
+ "member": []
907
+ }
908
+ },
909
+ "stage": {
910
+ "label": "Stage",
911
+ "data_type": "select",
912
+ "options": [
913
+ {
914
+ "label": "Anonymous",
915
+ "value": "anonymous"
916
+ },
917
+ {
918
+ "label": "Identified",
919
+ "value": "identified"
920
+ },
921
+ {
922
+ "label": "Installed",
923
+ "value": "installed"
924
+ }
925
+ ],
926
+ "permissions": {
927
+ "system_admin": [
928
+ "read",
929
+ "write"
930
+ ],
931
+ "support": [
932
+ "read"
933
+ ],
934
+ "member": []
935
+ }
936
+ },
937
+ "source": {
938
+ "label": "Source",
939
+ "data_type": "select",
940
+ "options": [
941
+ {
942
+ "label": "Marketing",
943
+ "value": "mar"
944
+ },
945
+ {
946
+ "label": "Internal",
947
+ "value": "int"
948
+ },
949
+ {
950
+ "label": "User",
951
+ "value": "use"
952
+ },
953
+ {
954
+ "label": "Manual",
955
+ "value": "manual"
956
+ }
957
+ ],
958
+ "permissions": {
959
+ "system_admin": [
960
+ "read",
961
+ "write"
962
+ ],
963
+ "support": [
964
+ "read"
965
+ ],
966
+ "member": []
967
+ }
968
+ },
969
+ "action_type": {
970
+ "label": "Action Type",
971
+ "data_type": "text",
972
+ "permissions": {
973
+ "system_admin": [
974
+ "read",
975
+ "write"
976
+ ],
977
+ "support": [
978
+ "read"
979
+ ],
980
+ "member": []
981
+ }
982
+ },
983
+ "action_value": {
984
+ "label": "Action Value",
985
+ "data_type": "number",
986
+ "permissions": {
987
+ "system_admin": [
988
+ "read",
989
+ "write"
990
+ ],
991
+ "support": [
992
+ "read"
993
+ ],
994
+ "member": []
995
+ }
996
+ },
997
+ "engagement_score": {
998
+ "label": "Engagement Score",
999
+ "data_type": "number",
1000
+ "permissions": {
1001
+ "system_admin": [
1002
+ "read",
1003
+ "write"
1004
+ ],
1005
+ "support": [
1006
+ "read"
1007
+ ],
1008
+ "member": []
1009
+ }
1010
+ },
1011
+ "temperature": {
1012
+ "label": "Temperature",
1013
+ "data_type": "select",
1014
+ "options": [
1015
+ {
1016
+ "label": "Cold",
1017
+ "value": "cold"
1018
+ },
1019
+ {
1020
+ "label": "Warm",
1021
+ "value": "warm"
1022
+ },
1023
+ {
1024
+ "label": "Hot",
1025
+ "value": "hot"
1026
+ }
1027
+ ],
1028
+ "permissions": {
1029
+ "system_admin": [
1030
+ "read",
1031
+ "write"
1032
+ ],
1033
+ "support": [
1034
+ "read"
1035
+ ],
1036
+ "member": []
1037
+ }
1038
+ }
1039
+ },
1040
+ "record_permissions": {
1041
+ "member": [],
1042
+ "support": [
1043
+ "read"
1044
+ ],
1045
+ "system_admin": [
1046
+ "create",
1047
+ "read",
1048
+ "update",
1049
+ "delete"
1050
+ ]
1051
+ },
337
1052
  "functionality": null
338
1053
  },
339
1054
  "validation_schema": {}
340
1055
  },
341
1056
  {
342
1057
  "kind": "item",
343
- "slug": "marketing_touch",
344
- "name": "Marketing Touch",
345
- "description": "Marketing touchpoint: channel, campaign, content, conversion",
346
- "icon": "megaphone",
347
- "color": "#F59E0B",
348
- "ownership": "tenant",
1058
+ "slug": "anonymous_session",
1059
+ "name": "Anonymous Session",
1060
+ "description": "Pre-identification visitor session with locked first-touch attribution",
1061
+ "icon": "user",
1062
+ "color": "#8B5CF6",
1063
+ "ownership": "system",
349
1064
  "is_active": true,
350
1065
  "design_schema": {
351
- "scope": "account",
1066
+ "scope": "system",
352
1067
  "fields": {
353
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
354
- "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
355
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
356
- "channel": { "label": "Channel", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
357
- "campaign": { "label": "Campaign", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
358
- "content": { "label": "Content/Asset", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
359
- "converted": { "label": "Converted", "system": false, "required": false, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
360
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
361
- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
362
- },
363
- "views": {
364
- "default_list": {
365
- "type": "list",
366
- "display": "table",
367
- "label": "Marketing Touches",
368
- "fields": {
369
- "title": { "sortable": true, "display_type": "text" },
370
- "channel": { "sortable": true, "display_type": "badge" },
371
- "campaign": { "sortable": true, "display_type": "text" },
372
- "converted": { "sortable": true, "display_type": "badge" },
373
- "created_at": { "sortable": true, "display_type": "timestamp" }
374
- },
375
- "default_sort": { "field": "created_at", "direction": "desc" }
1068
+ "anonymous_id": {
1069
+ "label": "Anonymous ID",
1070
+ "data_type": "text",
1071
+ "permissions": {
1072
+ "system_admin": [
1073
+ "read",
1074
+ "write"
1075
+ ],
1076
+ "support": [
1077
+ "read"
1078
+ ],
1079
+ "member": []
1080
+ }
376
1081
  },
377
- "default_detail": {
378
- "type": "detail",
379
- "label": "Marketing Touch",
380
- "sections": [
381
- { "title": "Touch Info", "fields": { "title": { "display_type": "input" }, "channel": { "display_type": "badge" }, "campaign": { "display_type": "text" }, "content": { "display_type": "text" }, "converted": { "display_type": "badge" } } }
382
- ]
1082
+ "referrer_domain": {
1083
+ "label": "Referrer Domain",
1084
+ "data_type": "text",
1085
+ "permissions": {
1086
+ "system_admin": [
1087
+ "read",
1088
+ "write"
1089
+ ],
1090
+ "support": [
1091
+ "read"
1092
+ ],
1093
+ "member": []
1094
+ }
1095
+ },
1096
+ "referrer_url": {
1097
+ "label": "Referrer URL",
1098
+ "data_type": "text",
1099
+ "permissions": {
1100
+ "system_admin": [
1101
+ "read",
1102
+ "write"
1103
+ ],
1104
+ "support": [
1105
+ "read"
1106
+ ],
1107
+ "member": []
1108
+ }
1109
+ },
1110
+ "landing_page": {
1111
+ "label": "Landing Page",
1112
+ "data_type": "text",
1113
+ "permissions": {
1114
+ "system_admin": [
1115
+ "read",
1116
+ "write"
1117
+ ],
1118
+ "support": [
1119
+ "read"
1120
+ ],
1121
+ "member": []
1122
+ }
1123
+ },
1124
+ "utm_source": {
1125
+ "label": "UTM Source",
1126
+ "data_type": "text",
1127
+ "permissions": {
1128
+ "system_admin": [
1129
+ "read",
1130
+ "write"
1131
+ ],
1132
+ "support": [
1133
+ "read"
1134
+ ],
1135
+ "member": []
1136
+ }
1137
+ },
1138
+ "utm_medium": {
1139
+ "label": "UTM Medium",
1140
+ "data_type": "text",
1141
+ "permissions": {
1142
+ "system_admin": [
1143
+ "read",
1144
+ "write"
1145
+ ],
1146
+ "support": [
1147
+ "read"
1148
+ ],
1149
+ "member": []
1150
+ }
1151
+ },
1152
+ "utm_campaign": {
1153
+ "label": "UTM Campaign",
1154
+ "data_type": "text",
1155
+ "permissions": {
1156
+ "system_admin": [
1157
+ "read",
1158
+ "write"
1159
+ ],
1160
+ "support": [
1161
+ "read"
1162
+ ],
1163
+ "member": []
1164
+ }
1165
+ },
1166
+ "session_depth": {
1167
+ "label": "Session Depth",
1168
+ "data_type": "number",
1169
+ "permissions": {
1170
+ "system_admin": [
1171
+ "read",
1172
+ "write"
1173
+ ],
1174
+ "support": [
1175
+ "read"
1176
+ ],
1177
+ "member": []
1178
+ }
1179
+ },
1180
+ "rating": {
1181
+ "label": "Rating",
1182
+ "data_type": "number",
1183
+ "permissions": {
1184
+ "system_admin": [
1185
+ "read",
1186
+ "write"
1187
+ ],
1188
+ "support": [
1189
+ "read"
1190
+ ],
1191
+ "member": []
1192
+ }
383
1193
  }
384
1194
  },
385
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
1195
+ "record_permissions": {
1196
+ "member": [],
1197
+ "support": [
1198
+ "read"
1199
+ ],
1200
+ "system_admin": [
1201
+ "create",
1202
+ "read",
1203
+ "update",
1204
+ "delete"
1205
+ ]
1206
+ },
386
1207
  "functionality": null
387
1208
  },
388
1209
  "validation_schema": {}
389
1210
  },
390
1211
  {
391
1212
  "kind": "item",
392
- "slug": "note",
393
- "name": "Note",
394
- "description": "Internal account note",
395
- "icon": "sticky-note",
396
- "color": "#f59e0b",
397
- "ownership": "tenant",
1213
+ "slug": "opportunity_queue",
1214
+ "name": "Opportunity Queue Entry",
1215
+ "description": "Manual review queue for high-engagement prospects",
1216
+ "icon": "star",
1217
+ "color": "#F59E0B",
1218
+ "ownership": "system",
398
1219
  "is_active": true,
399
1220
  "design_schema": {
400
- "scope": "account",
401
- "views": {
402
- "default_list": {
403
- "type": "list",
404
- "label": "Notes",
405
- "fields": {
406
- "title": { "sortable": true, "display_type": "text" },
407
- "is_active": { "sortable": true, "display_type": "badge" },
408
- "created_at": { "sortable": true, "display_type": "timestamp" }
409
- },
410
- "display": "table"
1221
+ "scope": "system",
1222
+ "fields": {
1223
+ "account_id": {
1224
+ "label": "Account ID",
1225
+ "data_type": "text",
1226
+ "permissions": {
1227
+ "system_admin": [
1228
+ "read",
1229
+ "write"
1230
+ ],
1231
+ "support": [
1232
+ "read",
1233
+ "write"
1234
+ ],
1235
+ "member": []
1236
+ }
411
1237
  },
412
- "default_detail": {
413
- "type": "detail",
414
- "label": "Note",
415
- "sections": [
416
- { "title": "Content", "fields": ["title", "content", "is_active"] },
417
- { "title": "Metadata", "fields": ["created_at", "updated_at"] }
418
- ]
1238
+ "person_id": {
1239
+ "label": "Person ID",
1240
+ "data_type": "text",
1241
+ "permissions": {
1242
+ "system_admin": [
1243
+ "read",
1244
+ "write"
1245
+ ],
1246
+ "support": [
1247
+ "read",
1248
+ "write"
1249
+ ],
1250
+ "member": []
1251
+ }
1252
+ },
1253
+ "source_signal_id": {
1254
+ "label": "Source Signal",
1255
+ "data_type": "text",
1256
+ "permissions": {
1257
+ "system_admin": [
1258
+ "read",
1259
+ "write"
1260
+ ],
1261
+ "support": [
1262
+ "read"
1263
+ ],
1264
+ "member": []
1265
+ }
1266
+ },
1267
+ "opportunity_type": {
1268
+ "label": "Opportunity Type",
1269
+ "data_type": "select",
1270
+ "options": [
1271
+ {
1272
+ "label": "Advanced Portal",
1273
+ "value": "advanced_portal"
1274
+ },
1275
+ {
1276
+ "label": "Implementation",
1277
+ "value": "implementation"
1278
+ },
1279
+ {
1280
+ "label": "Support Plan",
1281
+ "value": "support_plan"
1282
+ },
1283
+ {
1284
+ "label": "Managed Services",
1285
+ "value": "managed_services"
1286
+ },
1287
+ {
1288
+ "label": "Expansion",
1289
+ "value": "expansion"
1290
+ },
1291
+ {
1292
+ "label": "Advocate",
1293
+ "value": "advocate"
1294
+ }
1295
+ ],
1296
+ "permissions": {
1297
+ "system_admin": [
1298
+ "read",
1299
+ "write"
1300
+ ],
1301
+ "support": [
1302
+ "read",
1303
+ "write"
1304
+ ],
1305
+ "member": []
1306
+ }
1307
+ },
1308
+ "confidence": {
1309
+ "label": "Confidence",
1310
+ "data_type": "select",
1311
+ "options": [
1312
+ {
1313
+ "label": "Low",
1314
+ "value": "low"
1315
+ },
1316
+ {
1317
+ "label": "Medium",
1318
+ "value": "medium"
1319
+ },
1320
+ {
1321
+ "label": "High",
1322
+ "value": "high"
1323
+ }
1324
+ ],
1325
+ "permissions": {
1326
+ "system_admin": [
1327
+ "read",
1328
+ "write"
1329
+ ],
1330
+ "support": [
1331
+ "read",
1332
+ "write"
1333
+ ],
1334
+ "member": []
1335
+ }
1336
+ },
1337
+ "status": {
1338
+ "label": "Status",
1339
+ "data_type": "select",
1340
+ "options": [
1341
+ {
1342
+ "label": "Pending",
1343
+ "value": "pending"
1344
+ },
1345
+ {
1346
+ "label": "Accepted",
1347
+ "value": "accepted"
1348
+ },
1349
+ {
1350
+ "label": "Rejected",
1351
+ "value": "rejected"
1352
+ },
1353
+ {
1354
+ "label": "Converted",
1355
+ "value": "converted"
1356
+ }
1357
+ ],
1358
+ "permissions": {
1359
+ "system_admin": [
1360
+ "read",
1361
+ "write"
1362
+ ],
1363
+ "support": [
1364
+ "read",
1365
+ "write"
1366
+ ],
1367
+ "member": []
1368
+ }
1369
+ },
1370
+ "reviewer_notes": {
1371
+ "label": "Reviewer Notes",
1372
+ "data_type": "textarea",
1373
+ "permissions": {
1374
+ "system_admin": [
1375
+ "read",
1376
+ "write"
1377
+ ],
1378
+ "support": [
1379
+ "read",
1380
+ "write"
1381
+ ],
1382
+ "member": []
1383
+ }
419
1384
  }
420
1385
  },
421
- "fields": {
422
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
423
- "content": { "label": "Content", "system": false, "required": true, "data_type": "textarea", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
424
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
425
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
426
- "updated_at": { "label": "Updated", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
1386
+ "record_permissions": {
1387
+ "member": [],
1388
+ "support": [
1389
+ "read",
1390
+ "write"
1391
+ ],
1392
+ "system_admin": [
1393
+ "create",
1394
+ "read",
1395
+ "update",
1396
+ "delete"
1397
+ ]
427
1398
  },
428
- "record_permissions": { "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
429
1399
  "functionality": null
430
1400
  },
431
1401
  "validation_schema": {}
432
1402
  },
433
1403
  {
434
1404
  "kind": "item",
435
- "slug": "site_visit",
436
- "name": "Site Visit",
437
- "description": "Website visit tracking event",
438
- "icon": "eye",
439
- "color": "#8B5CF6",
440
- "ownership": "tenant",
1405
+ "slug": "funnel_aggregation",
1406
+ "name": "Funnel Aggregation",
1407
+ "description": "Pre-computed funnel metrics for dashboard performance",
1408
+ "icon": "bar-chart-2",
1409
+ "color": "#10B981",
1410
+ "ownership": "system",
441
1411
  "is_active": true,
442
1412
  "design_schema": {
443
- "scope": "account",
1413
+ "scope": "system",
444
1414
  "fields": {
445
- "title": { "label": "Title", "system": true, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
446
- "status": { "label": "Status", "system": true, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
447
- "is_active": { "label": "Active", "system": true, "required": true, "data_type": "boolean", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
448
- "url": { "label": "Page URL", "system": false, "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
449
- "source": { "label": "Traffic Source", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
450
- "referrer": { "label": "Referrer URL", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
451
- "duration_seconds": { "label": "Duration (sec)", "system": false, "required": false, "data_type": "number", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
452
- "utm_source": { "label": "UTM Source", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
453
- "utm_medium": { "label": "UTM Medium", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
454
- "utm_campaign": { "label": "UTM Campaign", "system": false, "required": false, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
455
- "created_at": { "label": "Created", "system": true, "readonly": true, "required": false, "data_type": "datetime", "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } }
456
- },
457
- "views": {
458
- "default_list": {
459
- "type": "list",
460
- "display": "table",
461
- "label": "Site Visits",
462
- "fields": {
463
- "title": { "sortable": true, "display_type": "text" },
464
- "url": { "sortable": true, "display_type": "text" },
465
- "source": { "sortable": true, "display_type": "badge" },
466
- "duration_seconds": { "sortable": true, "display_type": "number" },
467
- "created_at": { "sortable": true, "display_type": "timestamp" }
468
- },
469
- "default_sort": { "field": "created_at", "direction": "desc" }
1415
+ "aggregation_scope": {
1416
+ "label": "Scope",
1417
+ "data_type": "select",
1418
+ "options": [
1419
+ {
1420
+ "label": "System",
1421
+ "value": "system"
1422
+ },
1423
+ {
1424
+ "label": "Account",
1425
+ "value": "account"
1426
+ }
1427
+ ],
1428
+ "permissions": {
1429
+ "system_admin": [
1430
+ "read",
1431
+ "write"
1432
+ ],
1433
+ "support": [
1434
+ "read"
1435
+ ],
1436
+ "member": []
1437
+ }
470
1438
  },
471
- "default_detail": {
472
- "type": "detail",
473
- "label": "Site Visit",
474
- "sections": [
475
- { "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" } } },
476
- { "title": "UTM Data", "fields": { "utm_source": { "display_type": "text" }, "utm_medium": { "display_type": "text" }, "utm_campaign": { "display_type": "text" } } }
477
- ]
1439
+ "period_start": {
1440
+ "label": "Period Start",
1441
+ "data_type": "datetime",
1442
+ "permissions": {
1443
+ "system_admin": [
1444
+ "read",
1445
+ "write"
1446
+ ],
1447
+ "support": [
1448
+ "read"
1449
+ ],
1450
+ "member": []
1451
+ }
1452
+ },
1453
+ "period_end": {
1454
+ "label": "Period End",
1455
+ "data_type": "datetime",
1456
+ "permissions": {
1457
+ "system_admin": [
1458
+ "read",
1459
+ "write"
1460
+ ],
1461
+ "support": [
1462
+ "read"
1463
+ ],
1464
+ "member": []
1465
+ }
1466
+ },
1467
+ "metrics": {
1468
+ "label": "Metrics",
1469
+ "data_type": "json",
1470
+ "permissions": {
1471
+ "system_admin": [
1472
+ "read",
1473
+ "write"
1474
+ ],
1475
+ "support": [
1476
+ "read"
1477
+ ],
1478
+ "member": []
1479
+ }
478
1480
  }
479
1481
  },
480
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
1482
+ "record_permissions": {
1483
+ "member": [],
1484
+ "support": [
1485
+ "read"
1486
+ ],
1487
+ "system_admin": [
1488
+ "create",
1489
+ "read",
1490
+ "update",
1491
+ "delete"
1492
+ ]
1493
+ },
481
1494
  "functionality": null
482
1495
  },
483
1496
  "validation_schema": {}
@@ -488,407 +1501,1509 @@
488
1501
  "name": "Support Queue Entry",
489
1502
  "description": "Human-assignable support ticket from AI escalation",
490
1503
  "icon": "inbox",
491
- "color": "#f59e0b",
1504
+ "color": "#F59E0B",
492
1505
  "ownership": "tenant",
493
1506
  "is_active": true,
494
1507
  "design_schema": {
495
- "fields": {
496
- "ticket_id": { "data_type": "text", "label": "Source Ticket", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
497
- "assigned_to": { "data_type": "text", "label": "Assignee", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
498
- "sla_deadline": { "data_type": "datetime", "label": "SLA Deadline", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
499
- "priority_score": { "data_type": "number", "label": "Priority Score", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
500
- "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"] } }
501
- },
1508
+ "scope": "account",
502
1509
  "views": {
503
1510
  "default_list": {
504
1511
  "type": "list",
505
- "display": "table",
506
- "label": "Support Queue",
1512
+ "label": "Queue Entries",
507
1513
  "fields": {
508
- "ticket_id": { "sortable": true, "display_type": "text" },
509
- "assigned_to": { "sortable": true, "display_type": "text" },
510
- "priority_score": { "sortable": true, "display_type": "number" },
511
- "sla_deadline": { "sortable": true, "display_type": "timestamp" }
1514
+ "ticket_id": {
1515
+ "sortable": true,
1516
+ "display_type": "text"
1517
+ },
1518
+ "priority_score": {
1519
+ "sortable": true,
1520
+ "display_type": "number"
1521
+ },
1522
+ "escalation_reason": {
1523
+ "sortable": true,
1524
+ "display_type": "badge"
1525
+ },
1526
+ "assigned_to": {
1527
+ "sortable": true,
1528
+ "display_type": "text"
1529
+ },
1530
+ "sla_deadline": {
1531
+ "sortable": true,
1532
+ "display_type": "timestamp"
1533
+ }
512
1534
  },
513
- "default_sort": { "field": "priority_score", "direction": "desc" }
1535
+ "display": "table"
514
1536
  },
515
1537
  "default_detail": {
516
1538
  "type": "detail",
517
1539
  "label": "Queue Entry",
518
1540
  "sections": [
519
- { "title": "Ticket", "fields": { "ticket_id": { "display_type": "input" }, "assigned_to": { "display_type": "text" }, "escalation_reason": { "display_type": "badge" } } },
520
- { "title": "SLA", "fields": { "sla_deadline": { "display_type": "timestamp" }, "priority_score": { "display_type": "number" } } }
1541
+ {
1542
+ "title": "Ticket",
1543
+ "fields": [
1544
+ "ticket_id",
1545
+ "escalation_reason",
1546
+ "priority_score"
1547
+ ]
1548
+ },
1549
+ {
1550
+ "title": "Assignment",
1551
+ "fields": [
1552
+ "assigned_to",
1553
+ "sla_deadline"
1554
+ ]
1555
+ }
521
1556
  ]
522
1557
  }
523
1558
  },
524
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
1559
+ "fields": {
1560
+ "ticket_id": {
1561
+ "label": "Source Ticket",
1562
+ "data_type": "text",
1563
+ "permissions": {
1564
+ "system_admin": [
1565
+ "read",
1566
+ "write"
1567
+ ],
1568
+ "support": [
1569
+ "read",
1570
+ "write"
1571
+ ],
1572
+ "member": []
1573
+ }
1574
+ },
1575
+ "priority_score": {
1576
+ "label": "Priority Score",
1577
+ "data_type": "number",
1578
+ "permissions": {
1579
+ "system_admin": [
1580
+ "read",
1581
+ "write"
1582
+ ],
1583
+ "support": [
1584
+ "read",
1585
+ "write"
1586
+ ],
1587
+ "member": []
1588
+ }
1589
+ },
1590
+ "escalation_reason": {
1591
+ "label": "Escalation Reason",
1592
+ "data_type": "select",
1593
+ "options": [
1594
+ {
1595
+ "label": "Low Confidence",
1596
+ "value": "low_confidence"
1597
+ },
1598
+ {
1599
+ "label": "Thumbs Down",
1600
+ "value": "thumbs_down"
1601
+ },
1602
+ {
1603
+ "label": "Customer Request",
1604
+ "value": "customer_request"
1605
+ }
1606
+ ],
1607
+ "permissions": {
1608
+ "system_admin": [
1609
+ "read",
1610
+ "write"
1611
+ ],
1612
+ "support": [
1613
+ "read",
1614
+ "write"
1615
+ ],
1616
+ "member": []
1617
+ }
1618
+ },
1619
+ "assigned_to": {
1620
+ "label": "Assignee",
1621
+ "data_type": "text",
1622
+ "permissions": {
1623
+ "system_admin": [
1624
+ "read",
1625
+ "write"
1626
+ ],
1627
+ "support": [
1628
+ "read",
1629
+ "write"
1630
+ ],
1631
+ "member": []
1632
+ }
1633
+ },
1634
+ "sla_deadline": {
1635
+ "label": "SLA Deadline",
1636
+ "data_type": "datetime",
1637
+ "permissions": {
1638
+ "system_admin": [
1639
+ "read",
1640
+ "write"
1641
+ ],
1642
+ "support": [
1643
+ "read",
1644
+ "write"
1645
+ ],
1646
+ "member": []
1647
+ }
1648
+ }
1649
+ },
1650
+ "record_permissions": {
1651
+ "member": [],
1652
+ "support": [
1653
+ "create",
1654
+ "read",
1655
+ "update"
1656
+ ],
1657
+ "system_admin": [
1658
+ "create",
1659
+ "read",
1660
+ "update",
1661
+ "delete"
1662
+ ]
1663
+ },
525
1664
  "functionality": null
526
1665
  },
527
1666
  "validation_schema": {}
528
1667
  },
529
1668
  {
530
1669
  "kind": "item",
531
- "slug": "tag",
532
- "name": "Tag",
533
- "description": "Reusable tags for categorization and analysis across entities",
534
- "icon": "tag",
535
- "color": "#8B5CF6",
1670
+ "slug": "support_ticket",
1671
+ "name": "Support Ticket",
1672
+ "description": "Customer support request with AI-first escalation chain",
1673
+ "icon": "ticket",
1674
+ "color": "#EF4444",
536
1675
  "ownership": "tenant",
537
1676
  "is_active": true,
538
1677
  "design_schema": {
539
- "fields": {
540
- "name": { "data_type": "text", "label": "Tag Name", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
541
- "slug": { "data_type": "text", "label": "Tag Slug", "required": true, "validation": { "pattern": "^[a-z0-9_-]+$" }, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
542
- "purpose": { "data_type": "textarea", "label": "Purpose Description", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
543
- "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"] } },
544
- "applicable_to": { "data_type": "json", "label": "Applicable To", "default": ["ticket"], "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
545
- "usage_count": { "data_type": "number", "label": "Usage Count", "default": 0, "readonly": true, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
546
- },
1678
+ "scope": "platform",
547
1679
  "views": {
548
1680
  "default_list": {
549
1681
  "type": "list",
550
- "display": "table",
551
- "label": "Tags",
1682
+ "label": "Support Tickets",
552
1683
  "fields": {
553
- "name": { "sortable": true, "display_type": "text" },
554
- "category": { "sortable": true, "display_type": "badge" },
555
- "usage_count": { "sortable": true, "display_type": "number" }
1684
+ "title": {
1685
+ "sortable": true,
1686
+ "display_type": "text"
1687
+ },
1688
+ "status": {
1689
+ "sortable": true,
1690
+ "display_type": "badge"
1691
+ },
1692
+ "priority": {
1693
+ "sortable": true,
1694
+ "display_type": "badge"
1695
+ },
1696
+ "tier": {
1697
+ "sortable": true,
1698
+ "display_type": "badge"
1699
+ }
556
1700
  },
557
- "default_sort": { "field": "name", "direction": "asc" }
1701
+ "display": "table"
558
1702
  },
559
1703
  "default_detail": {
560
1704
  "type": "detail",
561
- "label": "Tag",
1705
+ "label": "Support Ticket",
562
1706
  "sections": [
563
- { "title": "Tag Info", "fields": { "name": { "display_type": "input" }, "slug": { "display_type": "text" }, "category": { "display_type": "badge" } } },
564
- { "title": "Details", "fields": { "purpose": { "display_type": "textarea" }, "applicable_to": { "display_type": "json" }, "usage_count": { "display_type": "number" } } }
1707
+ {
1708
+ "title": "Request",
1709
+ "fields": [
1710
+ "title",
1711
+ "description",
1712
+ "status",
1713
+ "priority"
1714
+ ]
1715
+ },
1716
+ {
1717
+ "title": "Assignment",
1718
+ "fields": [
1719
+ "assigned_agent_id",
1720
+ "tier",
1721
+ "integrity_status"
1722
+ ]
1723
+ }
565
1724
  ]
566
1725
  }
567
1726
  },
568
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
1727
+ "fields": {
1728
+ "title": {
1729
+ "label": "Title",
1730
+ "required": true,
1731
+ "data_type": "text",
1732
+ "permissions": {
1733
+ "system_admin": [
1734
+ "read",
1735
+ "write"
1736
+ ],
1737
+ "support": [
1738
+ "read",
1739
+ "write"
1740
+ ],
1741
+ "member": [
1742
+ "read",
1743
+ "write"
1744
+ ]
1745
+ }
1746
+ },
1747
+ "description": {
1748
+ "label": "Description",
1749
+ "required": true,
1750
+ "data_type": "textarea",
1751
+ "permissions": {
1752
+ "system_admin": [
1753
+ "read",
1754
+ "write"
1755
+ ],
1756
+ "support": [
1757
+ "read",
1758
+ "write"
1759
+ ],
1760
+ "member": [
1761
+ "read",
1762
+ "write"
1763
+ ]
1764
+ }
1765
+ },
1766
+ "status": {
1767
+ "label": "Status",
1768
+ "required": true,
1769
+ "data_type": "select",
1770
+ "options": [
1771
+ {
1772
+ "label": "Open",
1773
+ "value": "open"
1774
+ },
1775
+ {
1776
+ "label": "AI Responding",
1777
+ "value": "ai_responding"
1778
+ },
1779
+ {
1780
+ "label": "Community Escalated",
1781
+ "value": "community_escalated"
1782
+ },
1783
+ {
1784
+ "label": "Human Assigned",
1785
+ "value": "human_assigned"
1786
+ },
1787
+ {
1788
+ "label": "Resolved",
1789
+ "value": "resolved"
1790
+ },
1791
+ {
1792
+ "label": "Closed",
1793
+ "value": "closed"
1794
+ }
1795
+ ],
1796
+ "permissions": {
1797
+ "system_admin": [
1798
+ "read",
1799
+ "write"
1800
+ ],
1801
+ "support": [
1802
+ "read",
1803
+ "write"
1804
+ ],
1805
+ "member": [
1806
+ "read"
1807
+ ]
1808
+ }
1809
+ },
1810
+ "priority": {
1811
+ "label": "Priority",
1812
+ "required": true,
1813
+ "data_type": "select",
1814
+ "options": [
1815
+ {
1816
+ "label": "Low",
1817
+ "value": "low"
1818
+ },
1819
+ {
1820
+ "label": "Medium",
1821
+ "value": "medium"
1822
+ },
1823
+ {
1824
+ "label": "High",
1825
+ "value": "high"
1826
+ },
1827
+ {
1828
+ "label": "Urgent",
1829
+ "value": "urgent"
1830
+ }
1831
+ ],
1832
+ "permissions": {
1833
+ "system_admin": [
1834
+ "read",
1835
+ "write"
1836
+ ],
1837
+ "support": [
1838
+ "read",
1839
+ "write"
1840
+ ],
1841
+ "member": [
1842
+ "read"
1843
+ ]
1844
+ }
1845
+ },
1846
+ "tier": {
1847
+ "label": "Support Tier",
1848
+ "data_type": "select",
1849
+ "options": [
1850
+ {
1851
+ "label": "Core",
1852
+ "value": "core"
1853
+ },
1854
+ {
1855
+ "label": "Custom",
1856
+ "value": "custom"
1857
+ },
1858
+ {
1859
+ "label": "Enterprise",
1860
+ "value": "enterprise"
1861
+ }
1862
+ ],
1863
+ "permissions": {
1864
+ "system_admin": [
1865
+ "read",
1866
+ "write"
1867
+ ],
1868
+ "support": [
1869
+ "read",
1870
+ "write"
1871
+ ],
1872
+ "member": [
1873
+ "read"
1874
+ ]
1875
+ }
1876
+ },
1877
+ "assigned_agent_id": {
1878
+ "label": "Assigned Agent",
1879
+ "data_type": "text",
1880
+ "permissions": {
1881
+ "system_admin": [
1882
+ "read",
1883
+ "write"
1884
+ ],
1885
+ "support": [
1886
+ "read",
1887
+ "write"
1888
+ ],
1889
+ "member": [
1890
+ "read"
1891
+ ]
1892
+ }
1893
+ },
1894
+ "integrity_status": {
1895
+ "label": "Integrity Status",
1896
+ "data_type": "select",
1897
+ "options": [
1898
+ {
1899
+ "label": "Clean",
1900
+ "value": "clean"
1901
+ },
1902
+ {
1903
+ "label": "Modified",
1904
+ "value": "modified"
1905
+ },
1906
+ {
1907
+ "label": "Unknown",
1908
+ "value": "unknown"
1909
+ }
1910
+ ],
1911
+ "permissions": {
1912
+ "system_admin": [
1913
+ "read",
1914
+ "write"
1915
+ ],
1916
+ "support": [
1917
+ "read",
1918
+ "write"
1919
+ ],
1920
+ "member": [
1921
+ "read"
1922
+ ]
1923
+ }
1924
+ }
1925
+ },
1926
+ "record_permissions": {
1927
+ "member": [
1928
+ "create",
1929
+ "read",
1930
+ "update"
1931
+ ],
1932
+ "support": [
1933
+ "create",
1934
+ "read",
1935
+ "update"
1936
+ ],
1937
+ "system_admin": [
1938
+ "create",
1939
+ "read",
1940
+ "update",
1941
+ "delete"
1942
+ ]
1943
+ },
569
1944
  "functionality": null
570
1945
  },
571
1946
  "validation_schema": {}
572
1947
  },
573
1948
  {
574
1949
  "kind": "item",
575
- "slug": "anonymous_session",
576
- "name": "Anonymous Session",
577
- "description": "Pre-identification visitor session with locked first-touch attribution",
578
- "icon": "user",
579
- "color": "#8b5cf6",
580
- "ownership": "system",
1950
+ "slug": "community_post",
1951
+ "name": "Community Post",
1952
+ "description": "Community discussion post with voting and accepted answers",
1953
+ "icon": "message-circle",
1954
+ "color": "#6366F1",
1955
+ "ownership": "tenant",
581
1956
  "is_active": true,
582
1957
  "design_schema": {
583
- "fields": {
584
- "anonymous_id": { "data_type": "text", "label": "Anonymous ID", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
585
- "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"] } },
586
- "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"] } },
587
- "scoring_rating": { "data_type": "number", "label": "Scoring Rating", "required": false, "validation": { "min": 1, "max": 5 }, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
588
- "scoring_raw_score": { "data_type": "number", "label": "Raw Score", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
589
- "scoring_signal_count": { "data_type": "number", "label": "Signal Count", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
590
- "scoring_calculated_at": { "data_type": "datetime", "label": "Scoring Calculated At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
591
- "scoring_best_signal_id": { "data_type": "text", "label": "Best Signal ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
592
- "lifecycle_created_at": { "data_type": "datetime", "label": "Created At", "required": false, "permissions": { "system_admin": ["read"], "support": ["read"], "member": ["read"] } },
593
- "lifecycle_stitched_at": { "data_type": "datetime", "label": "Stitched At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
594
- "lifecycle_last_activity_at": { "data_type": "datetime", "label": "Last Activity At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
595
- "lifecycle_stitched_to_person_id": { "data_type": "text", "label": "Stitched To Person ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
596
- "lifecycle_stitched_to_account_id": { "data_type": "text", "label": "Stitched To Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
597
- "retention_purge_after": { "data_type": "datetime", "label": "Purge After", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
598
- "retention_retention_days": { "data_type": "number", "label": "Retention Days", "default": 90, "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
599
- "first_touch_utm_medium": { "data_type": "text", "label": "First Touch UTM Medium", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
600
- "first_touch_utm_source": { "data_type": "text", "label": "First Touch UTM Source", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
601
- "first_touch_occurred_at": { "data_type": "datetime", "label": "First Touch Occurred At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
602
- "first_touch_landing_page": { "data_type": "text", "label": "First Touch Landing Page", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
603
- "first_touch_referrer_url": { "data_type": "text", "label": "First Touch Referrer URL", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
604
- "first_touch_utm_campaign": { "data_type": "text", "label": "First Touch UTM Campaign", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
605
- "first_touch_referrer_domain": { "data_type": "text", "label": "First Touch Referrer Domain", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
606
- "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"] } },
607
- "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"] } },
608
- "current_referrer_occurred_at": { "data_type": "datetime", "label": "Current Referrer Occurred At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
609
- "current_referrer_referrer_url": { "data_type": "text", "label": "Current Referrer URL", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
610
- "current_referrer_referrer_domain": { "data_type": "text", "label": "Current Referrer Domain", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
611
- },
1958
+ "scope": "platform",
612
1959
  "views": {
613
1960
  "default_list": {
614
1961
  "type": "list",
615
- "display": "table",
616
- "label": "Anonymous Sessions",
1962
+ "label": "Community Posts",
617
1963
  "fields": {
618
- "anonymous_id": { "sortable": true, "display_type": "text" },
619
- "temperature": { "sortable": true, "display_type": "badge" },
620
- "scoring_raw_score": { "sortable": true, "display_type": "number" },
621
- "lifecycle_last_activity_at": { "sortable": true, "display_type": "timestamp" }
1964
+ "title": {
1965
+ "sortable": true,
1966
+ "display_type": "text"
1967
+ },
1968
+ "channel": {
1969
+ "sortable": true,
1970
+ "display_type": "badge"
1971
+ },
1972
+ "moderation_status": {
1973
+ "sortable": true,
1974
+ "display_type": "badge"
1975
+ }
622
1976
  },
623
- "default_sort": { "field": "lifecycle_last_activity_at", "direction": "desc" }
1977
+ "display": "table"
624
1978
  },
625
1979
  "default_detail": {
626
1980
  "type": "detail",
627
- "label": "Anonymous Session",
1981
+ "label": "Community Post",
628
1982
  "sections": [
629
- { "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" } } },
630
- { "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" } } }
1983
+ {
1984
+ "title": "Content",
1985
+ "fields": [
1986
+ "title",
1987
+ "content",
1988
+ "channel",
1989
+ "context"
1990
+ ]
1991
+ },
1992
+ {
1993
+ "title": "Moderation",
1994
+ "fields": [
1995
+ "moderation_status",
1996
+ "helpful_count",
1997
+ "not_helpful_count",
1998
+ "accepted_answer_id"
1999
+ ]
2000
+ }
631
2001
  ]
632
2002
  }
633
2003
  },
634
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
2004
+ "fields": {
2005
+ "title": {
2006
+ "label": "Title",
2007
+ "required": true,
2008
+ "data_type": "text",
2009
+ "permissions": {
2010
+ "system_admin": [
2011
+ "read",
2012
+ "write"
2013
+ ],
2014
+ "support": [
2015
+ "read",
2016
+ "write"
2017
+ ],
2018
+ "member": [
2019
+ "read",
2020
+ "write"
2021
+ ]
2022
+ }
2023
+ },
2024
+ "content": {
2025
+ "label": "Content",
2026
+ "required": true,
2027
+ "data_type": "textarea",
2028
+ "permissions": {
2029
+ "system_admin": [
2030
+ "read",
2031
+ "write"
2032
+ ],
2033
+ "support": [
2034
+ "read",
2035
+ "write"
2036
+ ],
2037
+ "member": [
2038
+ "read",
2039
+ "write"
2040
+ ]
2041
+ }
2042
+ },
2043
+ "context": {
2044
+ "label": "Context",
2045
+ "required": true,
2046
+ "data_type": "select",
2047
+ "options": [
2048
+ {
2049
+ "label": "Support",
2050
+ "value": "support"
2051
+ },
2052
+ {
2053
+ "label": "Community",
2054
+ "value": "community"
2055
+ }
2056
+ ],
2057
+ "permissions": {
2058
+ "system_admin": [
2059
+ "read",
2060
+ "write"
2061
+ ],
2062
+ "support": [
2063
+ "read",
2064
+ "write"
2065
+ ],
2066
+ "member": [
2067
+ "read",
2068
+ "write"
2069
+ ]
2070
+ }
2071
+ },
2072
+ "channel": {
2073
+ "label": "Channel",
2074
+ "required": true,
2075
+ "data_type": "select",
2076
+ "options": [
2077
+ {
2078
+ "label": "General",
2079
+ "value": "general"
2080
+ },
2081
+ {
2082
+ "label": "Announcements",
2083
+ "value": "announcements"
2084
+ },
2085
+ {
2086
+ "label": "Help",
2087
+ "value": "help"
2088
+ },
2089
+ {
2090
+ "label": "Show and Tell",
2091
+ "value": "show-and-tell"
2092
+ }
2093
+ ],
2094
+ "permissions": {
2095
+ "system_admin": [
2096
+ "read",
2097
+ "write"
2098
+ ],
2099
+ "support": [
2100
+ "read",
2101
+ "write"
2102
+ ],
2103
+ "member": [
2104
+ "read",
2105
+ "write"
2106
+ ]
2107
+ }
2108
+ },
2109
+ "moderation_status": {
2110
+ "label": "Moderation Status",
2111
+ "data_type": "select",
2112
+ "options": [
2113
+ {
2114
+ "label": "Pending",
2115
+ "value": "pending"
2116
+ },
2117
+ {
2118
+ "label": "Approved",
2119
+ "value": "approved"
2120
+ },
2121
+ {
2122
+ "label": "Flagged",
2123
+ "value": "flagged"
2124
+ }
2125
+ ],
2126
+ "permissions": {
2127
+ "system_admin": [
2128
+ "read",
2129
+ "write"
2130
+ ],
2131
+ "support": [
2132
+ "read",
2133
+ "write"
2134
+ ],
2135
+ "member": [
2136
+ "read"
2137
+ ]
2138
+ }
2139
+ },
2140
+ "helpful_count": {
2141
+ "label": "Helpful Votes",
2142
+ "data_type": "number",
2143
+ "default": 0,
2144
+ "permissions": {
2145
+ "system_admin": [
2146
+ "read",
2147
+ "write"
2148
+ ],
2149
+ "support": [
2150
+ "read",
2151
+ "write"
2152
+ ],
2153
+ "member": [
2154
+ "read"
2155
+ ]
2156
+ }
2157
+ },
2158
+ "not_helpful_count": {
2159
+ "label": "Not Helpful Votes",
2160
+ "data_type": "number",
2161
+ "default": 0,
2162
+ "permissions": {
2163
+ "system_admin": [
2164
+ "read",
2165
+ "write"
2166
+ ],
2167
+ "support": [
2168
+ "read",
2169
+ "write"
2170
+ ],
2171
+ "member": [
2172
+ "read"
2173
+ ]
2174
+ }
2175
+ },
2176
+ "accepted_answer_id": {
2177
+ "label": "Accepted Answer",
2178
+ "data_type": "text",
2179
+ "permissions": {
2180
+ "system_admin": [
2181
+ "read",
2182
+ "write"
2183
+ ],
2184
+ "support": [
2185
+ "read",
2186
+ "write"
2187
+ ],
2188
+ "member": [
2189
+ "read"
2190
+ ]
2191
+ }
2192
+ }
2193
+ },
2194
+ "record_permissions": {
2195
+ "member": [
2196
+ "create",
2197
+ "read",
2198
+ "update"
2199
+ ],
2200
+ "support": [
2201
+ "create",
2202
+ "read",
2203
+ "update"
2204
+ ],
2205
+ "system_admin": [
2206
+ "create",
2207
+ "read",
2208
+ "update",
2209
+ "delete"
2210
+ ]
2211
+ },
635
2212
  "functionality": null
636
2213
  },
637
2214
  "validation_schema": {}
638
2215
  },
639
2216
  {
640
2217
  "kind": "item",
641
- "slug": "funnel_signal",
642
- "name": "Funnel Signal",
643
- "description": "Individual prospect/customer activity with engagement scoring",
644
- "icon": "activity",
645
- "color": "#3b82f6",
646
- "ownership": "system",
2218
+ "slug": "kb_article",
2219
+ "name": "Knowledge Base Article",
2220
+ "description": "Help documentation and knowledge base article",
2221
+ "icon": "book-open",
2222
+ "color": "#0EA5E9",
2223
+ "ownership": "tenant",
647
2224
  "is_active": true,
648
2225
  "design_schema": {
649
- "fields": {
650
- "action_type": { "data_type": "text", "label": "Action Type", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
651
- "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"] } },
652
- "action_description": { "data_type": "textarea", "label": "Action Description", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
653
- "identity_person_id": { "data_type": "text", "label": "Person ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
654
- "identity_account_id": { "data_type": "text", "label": "Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
655
- "identity_session_id": { "data_type": "text", "label": "Session ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
656
- "identity_anonymous_id": { "data_type": "text", "label": "Anonymous ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
657
- "processing_scored_at": { "data_type": "datetime", "label": "Scored At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
658
- "processing_enriched_at": { "data_type": "datetime", "label": "Enriched At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
659
- "processing_received_at": { "data_type": "datetime", "label": "Received At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
660
- "processing_stitched_at": { "data_type": "datetime", "label": "Stitched At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
661
- "processing_stitched_to_account_id": { "data_type": "text", "label": "Stitched To Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
662
- "attribution_utm_medium": { "data_type": "text", "label": "UTM Medium", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
663
- "attribution_utm_source": { "data_type": "text", "label": "UTM Source", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
664
- "attribution_utm_campaign": { "data_type": "text", "label": "UTM Campaign", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
665
- "attribution_immediate_referrer": { "data_type": "text", "label": "Immediate Referrer", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
666
- "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"] } },
667
- "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"] } },
668
- "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"] } },
669
- "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"] } },
670
- "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"] } },
671
- "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"] } },
672
- "recency_divisor": { "data_type": "number", "label": "Recency Divisor", "required": false, "validation": { "enum": [1, 2, 5] }, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
673
- "recency_age_days": { "data_type": "number", "label": "Age Days", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
674
- "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"] } },
675
- "raw_score_calculated": { "data_type": "number", "label": "Raw Score Calculated", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
676
- "raw_score_max_possible": { "data_type": "number", "label": "Max Possible Score", "default": 25, "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
677
- "engagement_type": { "data_type": "number", "label": "Engagement Type", "required": false, "validation": { "enum": [1, 2, 5] }, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
678
- "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"] } },
679
- "engagement_session_depth": { "data_type": "number", "label": "Session Depth", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
680
- "engagement_prior_session_count": { "data_type": "number", "label": "Prior Session Count", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
681
- },
2226
+ "scope": "platform",
682
2227
  "views": {
683
2228
  "default_list": {
684
2229
  "type": "list",
685
- "display": "table",
686
- "label": "Funnel Signals",
2230
+ "label": "KB Articles",
687
2231
  "fields": {
688
- "action_type": { "sortable": true, "display_type": "badge" },
689
- "classification_stage": { "sortable": true, "display_type": "badge" },
690
- "raw_score_calculated": { "sortable": true, "display_type": "number" },
691
- "processing_received_at": { "sortable": true, "display_type": "timestamp" }
2232
+ "title": {
2233
+ "sortable": true,
2234
+ "display_type": "text"
2235
+ },
2236
+ "slug": {
2237
+ "sortable": true,
2238
+ "display_type": "text"
2239
+ },
2240
+ "tags": {
2241
+ "sortable": false,
2242
+ "display_type": "tags"
2243
+ },
2244
+ "helpful_count": {
2245
+ "sortable": true,
2246
+ "display_type": "number"
2247
+ }
692
2248
  },
693
- "default_sort": { "field": "processing_received_at", "direction": "desc" }
2249
+ "display": "table"
694
2250
  },
695
2251
  "default_detail": {
696
2252
  "type": "detail",
697
- "label": "Funnel Signal",
2253
+ "label": "KB Article",
698
2254
  "sections": [
699
- { "title": "Action", "fields": { "action_type": { "display_type": "badge" }, "action_value": { "display_type": "number" }, "action_description": { "display_type": "textarea" } } },
700
- { "title": "Classification", "fields": { "classification_stage": { "display_type": "badge" }, "classification_source": { "display_type": "badge" }, "raw_score_calculated": { "display_type": "number" } } }
2255
+ {
2256
+ "title": "Content",
2257
+ "fields": [
2258
+ "title",
2259
+ "slug",
2260
+ "tags",
2261
+ "content_markdown"
2262
+ ]
2263
+ },
2264
+ {
2265
+ "title": "Feedback",
2266
+ "fields": [
2267
+ "helpful_count",
2268
+ "not_helpful_count"
2269
+ ]
2270
+ }
701
2271
  ]
702
2272
  }
703
2273
  },
704
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
2274
+ "fields": {
2275
+ "title": {
2276
+ "label": "Title",
2277
+ "required": true,
2278
+ "data_type": "text",
2279
+ "permissions": {
2280
+ "system_admin": [
2281
+ "read",
2282
+ "write"
2283
+ ],
2284
+ "support": [
2285
+ "read",
2286
+ "write"
2287
+ ],
2288
+ "member": [
2289
+ "read"
2290
+ ]
2291
+ }
2292
+ },
2293
+ "slug": {
2294
+ "label": "URL Slug",
2295
+ "required": true,
2296
+ "data_type": "text",
2297
+ "permissions": {
2298
+ "system_admin": [
2299
+ "read",
2300
+ "write"
2301
+ ],
2302
+ "support": [
2303
+ "read",
2304
+ "write"
2305
+ ],
2306
+ "member": [
2307
+ "read"
2308
+ ]
2309
+ }
2310
+ },
2311
+ "tags": {
2312
+ "label": "Tags",
2313
+ "data_type": "json",
2314
+ "permissions": {
2315
+ "system_admin": [
2316
+ "read",
2317
+ "write"
2318
+ ],
2319
+ "support": [
2320
+ "read",
2321
+ "write"
2322
+ ],
2323
+ "member": [
2324
+ "read"
2325
+ ]
2326
+ }
2327
+ },
2328
+ "content_markdown": {
2329
+ "label": "Article Content (Markdown)",
2330
+ "data_type": "textarea",
2331
+ "permissions": {
2332
+ "system_admin": [
2333
+ "read",
2334
+ "write"
2335
+ ],
2336
+ "support": [
2337
+ "read",
2338
+ "write"
2339
+ ],
2340
+ "member": [
2341
+ "read"
2342
+ ]
2343
+ }
2344
+ },
2345
+ "helpful_count": {
2346
+ "label": "Helpful Count",
2347
+ "data_type": "number",
2348
+ "default": 0,
2349
+ "permissions": {
2350
+ "system_admin": [
2351
+ "read",
2352
+ "write"
2353
+ ],
2354
+ "support": [
2355
+ "read",
2356
+ "write"
2357
+ ],
2358
+ "member": [
2359
+ "read"
2360
+ ]
2361
+ }
2362
+ },
2363
+ "not_helpful_count": {
2364
+ "label": "Not Helpful Count",
2365
+ "data_type": "number",
2366
+ "default": 0,
2367
+ "permissions": {
2368
+ "system_admin": [
2369
+ "read",
2370
+ "write"
2371
+ ],
2372
+ "support": [
2373
+ "read",
2374
+ "write"
2375
+ ],
2376
+ "member": [
2377
+ "read"
2378
+ ]
2379
+ }
2380
+ }
2381
+ },
2382
+ "record_permissions": {
2383
+ "member": [
2384
+ "read"
2385
+ ],
2386
+ "support": [
2387
+ "create",
2388
+ "read",
2389
+ "update"
2390
+ ],
2391
+ "system_admin": [
2392
+ "create",
2393
+ "read",
2394
+ "update",
2395
+ "delete"
2396
+ ]
2397
+ },
705
2398
  "functionality": null
706
2399
  },
707
2400
  "validation_schema": {}
708
2401
  },
709
2402
  {
710
2403
  "kind": "item",
711
- "slug": "opportunity_queue",
712
- "name": "Opportunity Queue Entry",
713
- "description": "Manual review queue for high-engagement prospects",
714
- "icon": "star",
715
- "color": "#f59e0b",
716
- "ownership": "system",
2404
+ "slug": "task",
2405
+ "name": "Task",
2406
+ "description": "Action item with priority, due date, and assignment",
2407
+ "icon": "check-circle",
2408
+ "color": "#10B981",
2409
+ "ownership": "tenant",
717
2410
  "is_active": true,
718
2411
  "design_schema": {
719
- "fields": {
720
- "notes_auto_reason": { "data_type": "textarea", "label": "Auto Reason", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
721
- "notes_reviewer_notes": { "data_type": "textarea", "label": "Reviewer Notes", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
722
- "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"] } },
723
- "review_reviewed_at": { "data_type": "datetime", "label": "Reviewed At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
724
- "review_reviewed_by": { "data_type": "text", "label": "Reviewed By", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
725
- "review_conversion_opportunity_id": { "data_type": "text", "label": "Conversion Opportunity ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
726
- "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"] } },
727
- "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"] } },
728
- "trigger_trigger_reason": { "data_type": "textarea", "label": "Trigger Reason", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
729
- "trigger_source_signal_id": { "data_type": "text", "label": "Source Signal ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
730
- "trigger_trigger_raw_score": { "data_type": "number", "label": "Trigger Raw Score", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
731
- "identity_person_id": { "data_type": "text", "label": "Person ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
732
- "identity_account_id": { "data_type": "text", "label": "Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
733
- "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"] } },
734
- "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"] } },
735
- "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"] } }
736
- },
2412
+ "scope": "account",
737
2413
  "views": {
738
2414
  "default_list": {
739
2415
  "type": "list",
740
- "display": "table",
741
- "label": "Opportunities",
2416
+ "label": "Tasks",
742
2417
  "fields": {
743
- "review_status": { "sortable": true, "display_type": "badge" },
744
- "recommendation_confidence": { "sortable": true, "display_type": "badge" },
745
- "recommendation_opportunity_type": { "sortable": true, "display_type": "badge" },
746
- "trigger_trigger_rating": { "sortable": true, "display_type": "number" }
2418
+ "title": {
2419
+ "sortable": true,
2420
+ "display_type": "text"
2421
+ },
2422
+ "task_type": {
2423
+ "sortable": true,
2424
+ "display_type": "badge"
2425
+ },
2426
+ "priority": {
2427
+ "sortable": true,
2428
+ "display_type": "badge"
2429
+ },
2430
+ "due_date": {
2431
+ "sortable": true,
2432
+ "display_type": "date"
2433
+ }
747
2434
  },
748
- "default_sort": { "field": "trigger_trigger_rating", "direction": "desc" }
2435
+ "display": "table"
749
2436
  },
750
2437
  "default_detail": {
751
2438
  "type": "detail",
752
- "label": "Opportunity Queue Entry",
2439
+ "label": "Task",
753
2440
  "sections": [
754
- { "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" } } },
755
- { "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" } } }
2441
+ {
2442
+ "title": "Details",
2443
+ "fields": [
2444
+ "title",
2445
+ "task_type",
2446
+ "priority",
2447
+ "description"
2448
+ ]
2449
+ },
2450
+ {
2451
+ "title": "Assignment",
2452
+ "fields": [
2453
+ "due_date",
2454
+ "account_id",
2455
+ "person_id"
2456
+ ]
2457
+ }
756
2458
  ]
757
2459
  }
758
2460
  },
759
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
2461
+ "fields": {
2462
+ "title": {
2463
+ "label": "Title",
2464
+ "required": true,
2465
+ "data_type": "text",
2466
+ "permissions": {
2467
+ "system_admin": [
2468
+ "read",
2469
+ "write"
2470
+ ],
2471
+ "support": [
2472
+ "read",
2473
+ "write"
2474
+ ],
2475
+ "member": [
2476
+ "read"
2477
+ ]
2478
+ }
2479
+ },
2480
+ "task_type": {
2481
+ "label": "Task Type",
2482
+ "required": true,
2483
+ "data_type": "select",
2484
+ "options": [
2485
+ {
2486
+ "label": "Follow-up",
2487
+ "value": "follow_up"
2488
+ },
2489
+ {
2490
+ "label": "Review",
2491
+ "value": "review"
2492
+ },
2493
+ {
2494
+ "label": "Research",
2495
+ "value": "research"
2496
+ },
2497
+ {
2498
+ "label": "Demo",
2499
+ "value": "demo"
2500
+ },
2501
+ {
2502
+ "label": "Meeting",
2503
+ "value": "meeting"
2504
+ }
2505
+ ],
2506
+ "permissions": {
2507
+ "system_admin": [
2508
+ "read",
2509
+ "write"
2510
+ ],
2511
+ "support": [
2512
+ "read",
2513
+ "write"
2514
+ ],
2515
+ "member": [
2516
+ "read"
2517
+ ]
2518
+ }
2519
+ },
2520
+ "priority": {
2521
+ "label": "Priority",
2522
+ "required": true,
2523
+ "data_type": "select",
2524
+ "default": "medium",
2525
+ "options": [
2526
+ {
2527
+ "label": "Low",
2528
+ "value": "low"
2529
+ },
2530
+ {
2531
+ "label": "Medium",
2532
+ "value": "medium"
2533
+ },
2534
+ {
2535
+ "label": "High",
2536
+ "value": "high"
2537
+ },
2538
+ {
2539
+ "label": "Critical",
2540
+ "value": "critical"
2541
+ }
2542
+ ],
2543
+ "permissions": {
2544
+ "system_admin": [
2545
+ "read",
2546
+ "write"
2547
+ ],
2548
+ "support": [
2549
+ "read",
2550
+ "write"
2551
+ ],
2552
+ "member": [
2553
+ "read"
2554
+ ]
2555
+ }
2556
+ },
2557
+ "description": {
2558
+ "label": "Description",
2559
+ "data_type": "textarea",
2560
+ "permissions": {
2561
+ "system_admin": [
2562
+ "read",
2563
+ "write"
2564
+ ],
2565
+ "support": [
2566
+ "read",
2567
+ "write"
2568
+ ],
2569
+ "member": [
2570
+ "read"
2571
+ ]
2572
+ }
2573
+ },
2574
+ "due_date": {
2575
+ "label": "Due Date",
2576
+ "data_type": "datetime",
2577
+ "permissions": {
2578
+ "system_admin": [
2579
+ "read",
2580
+ "write"
2581
+ ],
2582
+ "support": [
2583
+ "read",
2584
+ "write"
2585
+ ],
2586
+ "member": [
2587
+ "read"
2588
+ ]
2589
+ }
2590
+ },
2591
+ "account_id": {
2592
+ "label": "Account",
2593
+ "data_type": "text",
2594
+ "permissions": {
2595
+ "system_admin": [
2596
+ "read",
2597
+ "write"
2598
+ ],
2599
+ "support": [
2600
+ "read",
2601
+ "write"
2602
+ ],
2603
+ "member": [
2604
+ "read"
2605
+ ]
2606
+ }
2607
+ },
2608
+ "person_id": {
2609
+ "label": "Assigned To",
2610
+ "data_type": "text",
2611
+ "permissions": {
2612
+ "system_admin": [
2613
+ "read",
2614
+ "write"
2615
+ ],
2616
+ "support": [
2617
+ "read",
2618
+ "write"
2619
+ ],
2620
+ "member": [
2621
+ "read"
2622
+ ]
2623
+ }
2624
+ }
2625
+ },
2626
+ "record_permissions": {
2627
+ "member": [
2628
+ "read"
2629
+ ],
2630
+ "support": [
2631
+ "create",
2632
+ "read",
2633
+ "update"
2634
+ ],
2635
+ "system_admin": [
2636
+ "create",
2637
+ "read",
2638
+ "update",
2639
+ "delete"
2640
+ ]
2641
+ },
760
2642
  "functionality": null
761
2643
  },
762
2644
  "validation_schema": {}
763
2645
  },
764
2646
  {
765
2647
  "kind": "item",
766
- "slug": "funnel_aggregation",
767
- "name": "Funnel Aggregation",
768
- "description": "Pre-computed funnel metrics for dashboard performance",
769
- "icon": "bar-chart-2",
770
- "color": "#10b981",
771
- "ownership": "system",
2648
+ "slug": "activity_log",
2649
+ "name": "Activity Log",
2650
+ "description": "System and user activity tracking record",
2651
+ "icon": "activity",
2652
+ "color": "#6B7280",
2653
+ "ownership": "tenant",
772
2654
  "is_active": true,
773
2655
  "design_schema": {
774
- "fields": {
775
- "metrics_queue_summary": { "data_type": "json", "label": "Queue Summary", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
776
- "metrics_signal_volume": { "data_type": "json", "label": "Signal Volume", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
777
- "metrics_top_referrers": { "data_type": "json", "label": "Top Referrers", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
778
- "metrics_conversion_rates": { "data_type": "json", "label": "Conversion Rates", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
779
- "metrics_avg_time_in_stage": { "data_type": "json", "label": "Avg Time In Stage", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
780
- "metrics_stage_distribution": { "data_type": "json", "label": "Stage Distribution", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
781
- "metrics_temperature_distribution": { "data_type": "json", "label": "Temperature Distribution", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
782
- "identity_account_id": { "data_type": "text", "label": "Account ID", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
783
- "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"] } },
784
- "metadata_ttl_hours": { "data_type": "number", "label": "TTL Hours", "default": 1, "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
785
- "metadata_period_end": { "data_type": "datetime", "label": "Period End", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
786
- "metadata_computed_at": { "data_type": "datetime", "label": "Computed At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } },
787
- "metadata_period_start": { "data_type": "datetime", "label": "Period Start", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read"] } }
788
- },
2656
+ "scope": "account",
789
2657
  "views": {
790
2658
  "default_list": {
791
2659
  "type": "list",
792
- "display": "table",
793
- "label": "Funnel Aggregations",
2660
+ "label": "Activity Logs",
794
2661
  "fields": {
795
- "identity_account_id": { "sortable": true, "display_type": "text" },
796
- "identity_aggregation_scope": { "sortable": true, "display_type": "badge" },
797
- "metadata_computed_at": { "sortable": true, "display_type": "timestamp" }
2662
+ "action": {
2663
+ "sortable": true,
2664
+ "display_type": "badge"
2665
+ },
2666
+ "signal_type": {
2667
+ "sortable": true,
2668
+ "display_type": "text"
2669
+ },
2670
+ "created_at": {
2671
+ "sortable": true,
2672
+ "display_type": "datetime"
2673
+ }
798
2674
  },
799
- "default_sort": { "field": "metadata_computed_at", "direction": "desc" }
2675
+ "display": "table"
800
2676
  },
801
2677
  "default_detail": {
802
2678
  "type": "detail",
803
- "label": "Funnel Aggregation",
2679
+ "label": "Activity Log",
804
2680
  "sections": [
805
- { "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" } } },
806
- { "title": "Metrics", "fields": { "metrics_queue_summary": { "display_type": "json" }, "metrics_signal_volume": { "display_type": "json" }, "metrics_conversion_rates": { "display_type": "json" } } }
2681
+ {
2682
+ "title": "Action",
2683
+ "fields": [
2684
+ "action",
2685
+ "signal_type"
2686
+ ]
2687
+ },
2688
+ {
2689
+ "title": "Impact",
2690
+ "fields": [
2691
+ "score_delta",
2692
+ "new_score",
2693
+ "new_stage"
2694
+ ]
2695
+ }
807
2696
  ]
808
2697
  }
809
2698
  },
810
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["read"] },
811
- "functionality": null
812
- },
813
- "validation_schema": {}
814
- },
815
- {
816
- "kind": "item",
817
- "slug": "kb_tag",
818
- "name": "Knowledge Base Tag",
819
- "description": "Tag for categorizing and organizing knowledge base content",
820
- "icon": "tag",
821
- "color": "#8B5CF6",
822
- "ownership": "tenant",
823
- "is_active": true,
824
- "design_schema": {
825
- "scope": "platform",
826
- "views": {
827
- "default_list": { "type": "list", "label": "KB Tags", "fields": { "name": { "sortable": true, "display_type": "text" }, "color": { "sortable": false, "display_type": "color" }, "created_at": { "sortable": true, "display_type": "date" } }, "display": "table", "default_sort": { "field": "name", "direction": "asc" } },
828
- "default_detail": { "type": "detail", "label": "KB Tag", "sections": [{ "title": "Tag Details", "fields": ["name", "description", "color"] }, { "title": "Metadata", "fields": ["created_at", "updated_at"] }] }
829
- },
830
2699
  "fields": {
831
- "name": { "label": "Tag Name", "required": true, "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
832
- "color": { "label": "Color", "default": "#8B5CF6", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
833
- "description": { "label": "Description", "data_type": "text", "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } }
2700
+ "action": {
2701
+ "label": "Action",
2702
+ "required": true,
2703
+ "data_type": "text",
2704
+ "permissions": {
2705
+ "system_admin": [
2706
+ "read",
2707
+ "write"
2708
+ ],
2709
+ "support": [
2710
+ "read",
2711
+ "write"
2712
+ ],
2713
+ "member": [
2714
+ "read"
2715
+ ]
2716
+ }
2717
+ },
2718
+ "signal_type": {
2719
+ "label": "Signal Type",
2720
+ "data_type": "text",
2721
+ "permissions": {
2722
+ "system_admin": [
2723
+ "read",
2724
+ "write"
2725
+ ],
2726
+ "support": [
2727
+ "read",
2728
+ "write"
2729
+ ],
2730
+ "member": [
2731
+ "read"
2732
+ ]
2733
+ }
2734
+ },
2735
+ "score_delta": {
2736
+ "label": "Score Change",
2737
+ "data_type": "number",
2738
+ "permissions": {
2739
+ "system_admin": [
2740
+ "read",
2741
+ "write"
2742
+ ],
2743
+ "support": [
2744
+ "read",
2745
+ "write"
2746
+ ],
2747
+ "member": [
2748
+ "read"
2749
+ ]
2750
+ }
2751
+ },
2752
+ "new_score": {
2753
+ "label": "New Score",
2754
+ "data_type": "number",
2755
+ "permissions": {
2756
+ "system_admin": [
2757
+ "read",
2758
+ "write"
2759
+ ],
2760
+ "support": [
2761
+ "read",
2762
+ "write"
2763
+ ],
2764
+ "member": [
2765
+ "read"
2766
+ ]
2767
+ }
2768
+ },
2769
+ "new_stage": {
2770
+ "label": "New Stage",
2771
+ "data_type": "text",
2772
+ "permissions": {
2773
+ "system_admin": [
2774
+ "read",
2775
+ "write"
2776
+ ],
2777
+ "support": [
2778
+ "read",
2779
+ "write"
2780
+ ],
2781
+ "member": [
2782
+ "read"
2783
+ ]
2784
+ }
2785
+ }
2786
+ },
2787
+ "record_permissions": {
2788
+ "member": [
2789
+ "read"
2790
+ ],
2791
+ "support": [
2792
+ "create",
2793
+ "read",
2794
+ "update"
2795
+ ],
2796
+ "system_admin": [
2797
+ "create",
2798
+ "read",
2799
+ "update",
2800
+ "delete"
2801
+ ]
834
2802
  },
835
- "record_permissions": { "member": ["read"], "support": ["create", "read", "update"], "system_admin": ["create", "read", "update", "delete"] },
836
2803
  "functionality": null
837
2804
  },
838
2805
  "validation_schema": {}
839
2806
  },
840
2807
  {
841
2808
  "kind": "item",
842
- "slug": "support_ticket",
843
- "name": "Support Ticket",
844
- "description": "Customer support request or issue",
845
- "icon": "ticket",
846
- "color": "#F59E0B",
2809
+ "slug": "course_lesson",
2810
+ "name": "Course Lesson",
2811
+ "description": "Learning content unit — part of a course sequence",
2812
+ "icon": "graduation-cap",
2813
+ "color": "#F97316",
847
2814
  "ownership": "tenant",
848
2815
  "is_active": true,
849
2816
  "design_schema": {
850
- "fields": {
851
- "title": { "data_type": "text", "label": "Title", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read", "write"] } },
852
- "description": { "data_type": "richtext", "label": "Description", "required": true, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read", "write"] } },
853
- "status": { "data_type": "select", "label": "Status", "required": true, "options": [{"label": "Open", "value": "open"}, {"label": "In Progress", "value": "in_progress"}, {"label": "Resolved", "value": "resolved"}, {"label": "Closed", "value": "closed"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
854
- "priority": { "data_type": "select", "label": "Priority", "required": false, "options": [{"label": "Low", "value": "low"}, {"label": "Medium", "value": "medium"}, {"label": "High", "value": "high"}, {"label": "Urgent", "value": "urgent"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
855
- "channel": { "data_type": "select", "label": "Channel", "required": false, "options": [{"label": "Email", "value": "email"}, {"label": "Chat", "value": "chat"}, {"label": "Portal", "value": "portal"}, {"label": "Phone", "value": "phone"}], "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
856
- "assignee_id": { "data_type": "uuid", "label": "Assigned To", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
857
- "resolved_at": { "data_type": "datetime", "label": "Resolved At", "required": false, "permissions": { "system_admin": ["read", "write"], "support": ["read", "write"], "member": ["read"] } },
858
- "satisfaction_score": { "data_type": "number", "label": "Satisfaction Score", "required": false, "validation": { "min": 1, "max": 5 }, "permissions": { "system_admin": ["read", "write"], "support": ["read"], "member": ["read", "write"] } }
859
- },
2817
+ "scope": "platform",
860
2818
  "views": {
861
2819
  "default_list": {
862
2820
  "type": "list",
863
- "display": "table",
864
- "label": "Support Tickets",
2821
+ "label": "Course Lessons",
865
2822
  "fields": {
866
- "title": { "sortable": true, "display_type": "text" },
867
- "status": { "sortable": true, "display_type": "badge" },
868
- "priority": { "sortable": true, "display_type": "badge" },
869
- "channel": { "sortable": false, "display_type": "badge" }
2823
+ "title": {
2824
+ "sortable": true,
2825
+ "display_type": "text"
2826
+ },
2827
+ "sequence": {
2828
+ "sortable": true,
2829
+ "display_type": "number"
2830
+ },
2831
+ "estimated_duration": {
2832
+ "sortable": true,
2833
+ "display_type": "number"
2834
+ }
870
2835
  },
871
- "default_sort": { "field": "created_at", "direction": "desc" }
2836
+ "display": "table"
872
2837
  },
873
2838
  "default_detail": {
874
2839
  "type": "detail",
875
- "label": "Support Ticket",
2840
+ "label": "Course Lesson",
876
2841
  "sections": [
877
- { "title": "Ticket", "fields": { "title": { "display_type": "input" }, "description": { "display_type": "richtext" }, "status": { "display_type": "select" }, "priority": { "display_type": "select" } } },
878
- { "title": "Assignment", "fields": { "assignee_id": { "display_type": "text" }, "channel": { "display_type": "select" }, "resolved_at": { "display_type": "timestamp" } } },
879
- { "title": "Feedback", "fields": { "satisfaction_score": { "display_type": "number" } } }
2842
+ {
2843
+ "title": "Content",
2844
+ "fields": [
2845
+ "title",
2846
+ "content",
2847
+ "video_url",
2848
+ "estimated_duration"
2849
+ ]
2850
+ },
2851
+ {
2852
+ "title": "Settings",
2853
+ "fields": [
2854
+ "sequence",
2855
+ "progress_required",
2856
+ "prerequisites"
2857
+ ]
2858
+ }
880
2859
  ]
881
2860
  }
882
2861
  },
883
- "record_permissions": { "system_admin": ["create", "read", "update", "delete"], "support": ["create", "read", "update"], "member": ["create", "read"] },
2862
+ "fields": {
2863
+ "title": {
2864
+ "label": "Title",
2865
+ "required": true,
2866
+ "data_type": "text",
2867
+ "permissions": {
2868
+ "system_admin": [
2869
+ "read",
2870
+ "write"
2871
+ ],
2872
+ "support": [
2873
+ "read",
2874
+ "write"
2875
+ ],
2876
+ "member": [
2877
+ "read",
2878
+ "write"
2879
+ ]
2880
+ }
2881
+ },
2882
+ "content": {
2883
+ "label": "Content",
2884
+ "data_type": "textarea",
2885
+ "permissions": {
2886
+ "system_admin": [
2887
+ "read",
2888
+ "write"
2889
+ ],
2890
+ "support": [
2891
+ "read",
2892
+ "write"
2893
+ ],
2894
+ "member": [
2895
+ "read"
2896
+ ]
2897
+ }
2898
+ },
2899
+ "video_url": {
2900
+ "label": "Video URL",
2901
+ "data_type": "text",
2902
+ "permissions": {
2903
+ "system_admin": [
2904
+ "read",
2905
+ "write"
2906
+ ],
2907
+ "support": [
2908
+ "read",
2909
+ "write"
2910
+ ],
2911
+ "member": [
2912
+ "read"
2913
+ ]
2914
+ }
2915
+ },
2916
+ "sequence": {
2917
+ "label": "Sequence Order",
2918
+ "required": true,
2919
+ "data_type": "number",
2920
+ "default": 0,
2921
+ "permissions": {
2922
+ "system_admin": [
2923
+ "read",
2924
+ "write"
2925
+ ],
2926
+ "support": [
2927
+ "read",
2928
+ "write"
2929
+ ],
2930
+ "member": [
2931
+ "read"
2932
+ ]
2933
+ }
2934
+ },
2935
+ "estimated_duration": {
2936
+ "label": "Estimated Duration (minutes)",
2937
+ "data_type": "number",
2938
+ "permissions": {
2939
+ "system_admin": [
2940
+ "read",
2941
+ "write"
2942
+ ],
2943
+ "support": [
2944
+ "read",
2945
+ "write"
2946
+ ],
2947
+ "member": [
2948
+ "read"
2949
+ ]
2950
+ }
2951
+ },
2952
+ "progress_required": {
2953
+ "label": "Progress Required to Continue",
2954
+ "data_type": "boolean",
2955
+ "default": false,
2956
+ "permissions": {
2957
+ "system_admin": [
2958
+ "read",
2959
+ "write"
2960
+ ],
2961
+ "support": [
2962
+ "read",
2963
+ "write"
2964
+ ],
2965
+ "member": [
2966
+ "read"
2967
+ ]
2968
+ }
2969
+ },
2970
+ "prerequisites": {
2971
+ "label": "Prerequisite Lesson IDs",
2972
+ "data_type": "json",
2973
+ "default": [],
2974
+ "permissions": {
2975
+ "system_admin": [
2976
+ "read",
2977
+ "write"
2978
+ ],
2979
+ "support": [
2980
+ "read",
2981
+ "write"
2982
+ ],
2983
+ "member": [
2984
+ "read"
2985
+ ]
2986
+ }
2987
+ }
2988
+ },
2989
+ "record_permissions": {
2990
+ "member": [
2991
+ "read"
2992
+ ],
2993
+ "support": [
2994
+ "create",
2995
+ "read",
2996
+ "update"
2997
+ ],
2998
+ "system_admin": [
2999
+ "create",
3000
+ "read",
3001
+ "update",
3002
+ "delete"
3003
+ ]
3004
+ },
884
3005
  "functionality": null
885
3006
  },
886
- "validation_schema": {
887
- "fields": {
888
- "title": { "data_type": "text", "required": true },
889
- "description": { "data_type": "richtext", "required": true },
890
- "status": { "data_type": "text", "required": true }
891
- }
892
- }
3007
+ "validation_schema": {}
893
3008
  }
894
- ]
3009
+ ]