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Main branch for CRM use-case #1

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0ec067c
Add account, company cards
tintinthong Mar 14, 2024
a9025c2
create: contact form
May 29, 2024
5cdd345
create: task-form
May 31, 2024
3236e6d
create: opportunity-form
May 30, 2024
268c144
create: view for cardDef and fieldDef, logic for percentage and amount
May 31, 2024
aad0323
change percentage to total
May 31, 2024
ee11afd
enhancement: task-form
Jun 1, 2024
8c7d172
enhancement: opportunity-form, apply guard clause on isolated view
Jun 2, 2024
5069717
update: description
Jun 4, 2024
08a25db
Merge pull request #6 from tintinthong/task-form
tintinthong Jun 6, 2024
ed8bf4c
Merge pull request #5 from tintinthong/opportunity-form
tintinthong Jun 6, 2024
907ebfb
contact-form: change tracked to get
Jun 7, 2024
a112f7b
Field auto-fills depending on options chosen in Stage
Jun 7, 2024
b8dcd4c
revised: contact-form email field
Jun 9, 2024
5d0166a
remove: grid-template-column autofit 300px
Jun 10, 2024
df8909b
Merge pull request #8 from tintinthong/opportunity-contact-form-enhan…
tintinthong Jun 10, 2024
8557169
Merge branch 'main' into crm-use-case
tintinthong Jun 21, 2024
38323f0
create: lead-form
Jun 9, 2024
8833001
create: lead-form
Jun 10, 2024
ee5d953
adjust css: form-row-full
Jun 10, 2024
99b7ae6
feat: campaign form
Jun 18, 2024
7e4efba
feat: proper test field initialisation
Jun 18, 2024
4beb02b
fix: PR feedback on campaign form
richardhjtan Jun 25, 2024
6d48c57
feat: add field description
richardhjtan Jun 25, 2024
27e4cf5
create: steps staging & activity status panel
Jun 26, 2024
4623e26
remove leadConvertedForm
Jun 27, 2024
312a9e9
add company name field at opportunity form, currently dont have this …
Jun 28, 2024
7e6313e
seperate and resorting the date by upcoming, today date and overdue
Jun 29, 2024
618b4da
refactor: put display name on top
richardhjtan Jun 29, 2024
6ff3a36
refactor: snake case to camel case
richardhjtan Jun 29, 2024
28b0df9
add leadOwner field to sale-hub & lead-form
Jun 30, 2024
c45beb7
create targetPage tab logic for each converted form
Jun 30, 2024
c945141
restructure sale-hub with links-to and constructor event
Jul 1, 2024
8a804cb
connect target page with linked form
Jul 2, 2024
77920f5
simplify style of leadform
Jul 2, 2024
825e217
cleanup code, change the company field from string to linkTo
Jul 3, 2024
3778460
Edit embedded mode on crm account
Jul 4, 2024
e1cf826
revert change at crm account
Jul 4, 2024
f563905
add accountName to crm,contact,opportunity-form, cleanup constructor,…
Jul 5, 2024
d01be0d
implement modal on click task by taskId
Jul 5, 2024
1fee607
Merge pull request #9 from hockjootan/crm-use-case
tintinthong Jul 10, 2024
ec5fcc2
Merge pull request #10 from tintinthong/sale-hub
tintinthong Jul 10, 2024
cc79f03
Merge branch 'main' into crm-use-case
tintinthong Jul 22, 2024
50bb112
fix lint from address-info
tintinthong Jul 22, 2024
99329d7
Fix contact card indexing error missing title
tintinthong Jul 22, 2024
7d19061
Fix expected queryableValue for field type StringField to be scalar b…
tintinthong Jul 22, 2024
7f0d9dc
Merge pull request #11 from tintinthong/fix-contact-card-and-opportun…
tintinthong Jul 22, 2024
edb0d94
feat: setup new campaign members chart fields
Aug 5, 2024
44febe4
feat: setup donut chart view
Aug 6, 2024
491817f
style: donut chart tooltip styling
richardhjtan Aug 8, 2024
cf019b2
feat: setup horizontal bar chart view
richardhjtan Aug 9, 2024
ffc291a
style: adjust members form styling
richardhjtan Aug 9, 2024
c4e8a5b
feat: setup vertical bar chart view
richardhjtan Aug 9, 2024
ae35fc3
style: vertical and horizontal chart styling
richardhjtan Aug 9, 2024
8dac2d4
refactor: add description on fields
richardhjtan Aug 9, 2024
b08492e
Merge pull request #12 from tintinthong/campaign-members-chart
tintinthong Oct 31, 2024
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16 changes: 16 additions & 0 deletions packages/base/email.gts
Original file line number Diff line number Diff line change
@@ -0,0 +1,16 @@
import { FieldDef, contains, field, Component } from './card-api';
import StringField from './string';

export class EmailAddress extends FieldDef {
static displayName = 'EmailAddress';
@field value = contains(StringField);
// put some validation logic here

static embedded = class Embedded extends Component<typeof this> {
<template>
<address>
<@fields.value />
</address>
</template>
};
}
7 changes: 7 additions & 0 deletions packages/base/web-url.gts
Original file line number Diff line number Diff line change
@@ -0,0 +1,7 @@
import { FieldDef, contains, field } from './card-api';
import StringField from './string';

export class WebUrl extends FieldDef {
static displayName = 'Web URL';
@field value = contains(StringField);
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,27 @@
{
"data": {
"type": "card",
"attributes": {
"description": null,
"thumbnailURL": null
},
"relationships": {
"accounts.0": {
"links": {
"self": "../CardDef/7298c9c6-2964-41a0-87f7-42127a16e12b"
}
},
"accounts.1": {
"links": {
"self": "../CardDef/992531db-9912-49eb-9b72-f710cbcdb085"
}
}
},
"meta": {
"adoptsFrom": {
"module": "../crm/accounts-dashboard",
"name": "AccountsDashboard"
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,34 @@
{
"data": {
"type": "card",
"attributes": {
"name": "Advertisement Campaign Form",
"status": "Planned",
"active": true,
"type": "Email",
"description": "This is advertisment campaign form",
"startDate": "2024-06-13",
"endDate": "2024-06-30",
"numberSent": 2000,
"expectedResponsePercentage": 100,
"expectedRevenue": 60000,
"budgetedCost": 40000,
"actualCost": 50000,
"title": null,
"thumbnailURL": null
},
"relationships": {
"parentCampaign": {
"links": {
"self": null
}
}
},
"meta": {
"adoptsFrom": {
"module": "../campaign-form",
"name": "CampaignForm"
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,34 @@
{
"data": {
"type": "card",
"attributes": {
"name": "Test Email Campaign 2",
"status": "Planned",
"active": false,
"type": "Advertisement",
"description": "This is a test form",
"startDate": "2024-05-01",
"endDate": "2024-05-31",
"numberSent": 1000,
"expectedResponsePercentage": 100,
"expectedRevenue": 10000,
"budgetedCost": 500000,
"actualCost": 100000,
"title": null,
"thumbnailURL": null
},
"relationships": {
"parentCampaign": {
"links": {
"self": "./4ee4a9ff-f61b-476f-9140-27308934024c"
}
}
},
"meta": {
"adoptsFrom": {
"module": "../campaign-form",
"name": "CampaignForm"
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,48 @@
{
"data": {
"type": "card",
"attributes": {
"name": "Email July 2024",
"chartType": "Vertical Bar",
"contactMembers": [
{
"responseStatus": "Sent"
},
{
"responseStatus": "Responded"
}
],
"leadMembers": [
{
"responseStatus": "Responded"
}
],
"title": null,
"description": null,
"thumbnailURL": null
},
"relationships": {
"contactMembers.0.contactForm": {
"links": {
"self": "../ContactForm/24fad614-e49b-44cf-9bf4-f9ead589ffa5"
}
},
"contactMembers.1.contactForm": {
"links": {
"self": "../ContactForm/24fad614-e49b-44cf-9bf4-f9ead589ffa5"
}
},
"leadMembers.0.leadForm": {
"links": {
"self": "../LeadForm/ad388806-9aa7-485b-90ed-66331a6da6bb"
}
}
},
"meta": {
"adoptsFrom": {
"module": "../campaign-members-chart",
"name": "CampaignMembersChart"
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,19 @@
{
"data": {
"type": "card",
"attributes": {
"username": "jane_doe88",
"email": {
"value": "jane.doe88@example.com"
},
"description": null,
"thumbnailURL": null
},
"meta": {
"adoptsFrom": {
"module": "../matrix-user",
"name": "MatrixUser"
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,72 @@
{
"data": {
"type": "card",
"attributes": {
"accountName": "Acme Corporation",
"accountAlias": "AcmeCorp",
"description": "A leading provider of innovative solutions in the technology sector.",
"contactInformation": {
"salutation": "Mr.",
"firstName": "John",
"lastName": "Doe",
"address": {
"streetAddress": "123 Tech Road",
"city": "Innovate City",
"region": "Silicon Valley",
"postalCode": "94016",
"poBoxNumber": "456",
"country": "USA"
},
"phoneNumber": null,
"email": {
"value": "contact@acmecorp.com"
},
"website": {
"value": "www.acmecorp.com"
},
"company": "Acme Corporation"
},
"billingAddress": {
"streetAddress": "123 Tech Road",
"city": "Innovate City",
"region": "Silicon Valley",
"postalCode": "94016",
"poBoxNumber": "456",
"country": "USA"
},
"shippingAddress": {
"streetAddress": "123 Tech Road",
"city": "Innovate City",
"region": "Silicon Valley",
"postalCode": "94016",
"poBoxNumber": "789",
"country": "USA"
},
"numberOfEmployees": 500,
"thumbnailURL": null
},
"relationships": {
"owner": {
"links": {
"self": null
}
},
"parentAccount": {
"links": {
"self": "./992531db-9912-49eb-9b72-f710cbcdb085"
}
},
"company": {
"links": {
"self": null
}
}
},
"meta": {
"adoptsFrom": {
"module": "../crm/account",
"name": "CrmAccount"
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,72 @@
{
"data": {
"type": "card",
"attributes": {
"accountName": "Globex Corporation",
"accountAlias": "GlobexCorp",
"description": "A global leader in the field of international commerce and innovation.",
"contactInformation": {
"salutation": "Ms.",
"firstName": "Jane",
"lastName": "Smith",
"address": {
"streetAddress": "456 Global Plaza",
"city": "World City",
"region": "Global District",
"postalCode": "55555",
"poBoxNumber": "789",
"country": "Globaland"
},
"phoneNumber": null,
"email": {
"value": "info@globexcorp.com"
},
"website": {
"value": "www.globexcorp.com"
},
"company": "Globex Corporation"
},
"billingAddress": {
"streetAddress": "456 Global Plaza",
"city": "World City",
"region": "Global District",
"postalCode": "55555",
"poBoxNumber": "789",
"country": "Globaland"
},
"shippingAddress": {
"streetAddress": "789 Trade Route",
"city": "Commerce Town",
"region": "Trade Zone",
"postalCode": "101010",
"poBoxNumber": "101",
"country": "Marketland"
},
"numberOfEmployees": 10000,
"thumbnailURL": null
},
"relationships": {
"owner": {
"links": {
"self": null
}
},
"parentAccount": {
"links": {
"self": null
}
},
"company": {
"links": {
"self": null
}
}
},
"meta": {
"adoptsFrom": {
"module": "../crm/account",
"name": "CrmAccount"
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,49 @@
{
"data": {
"type": "card",
"attributes": {
"name": "law bom bom",
"regstrationNumber": null,
"address": {
"streetAddress": null,
"city": null,
"region": null,
"postalCode": null,
"poBoxNumber": null,
"country": null
},
"contactPerson": {
"salutation": null,
"firstName": null,
"lastName": null,
"address": {
"streetAddress": null,
"city": null,
"region": null,
"postalCode": null,
"poBoxNumber": null,
"country": null
},
"phoneNumber": {
"country": null,
"area": null,
"number": null
},
"email": {
"value": null
},
"website": {
"value": null
}
},
"description": null,
"thumbnailURL": null
},
"meta": {
"adoptsFrom": {
"module": "../crm/account",
"name": "Company"
}
}
}
}
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