diff --git a/.env.example b/.env.example new file mode 100644 index 0000000..a431deb --- /dev/null +++ b/.env.example @@ -0,0 +1,18 @@ +GOOGLE_CLIENT_ID="your-google-client-id-here" +GOOGLE_CLIENT_SECRET="your-google-client-secret-here" +GOOGLE_LOGIN_DOMAIN="http://localhost:5173" +DATABASE_URL="postgresql://username:password@localhost:5432/bottlecrm?schema=public" + +# API Configuration +API_PORT=3001 +JWT_SECRET=your-super-secure-jwt-secret-key-change-this-in-production +JWT_EXPIRES_IN=24h +FRONTEND_URL=http://localhost:5173 + +# Logging Configuration +ENABLE_REQUEST_LOGGING=true +LOG_REQUEST_BODY=false +LOG_RESPONSE_BODY=false + +# Environment +NODE_ENV=development \ No newline at end of file diff --git a/.github/copilot-instructions.md b/.github/copilot-instructions.md new file mode 100644 index 0000000..4edfd5f --- /dev/null +++ b/.github/copilot-instructions.md @@ -0,0 +1,27 @@ +Dear Copilot, + +## Project Overview + +BottleCRM is a dynamic, SaaS CRM platform designed to streamline the entire CRM needs of startups and enterprises. Built with modern web technologies, it offers a seamless experience for users through robust role-based access control (RBAC). Each user role is equipped with tailored functionalities to enhance efficiency, engagement, and management, ensuring a streamlined and secure business process. + +user types we have + +- Org + - user(s) + - Admin +- super admin - anyone with @micropyramid.com email to manage whole platform + +## Project Context + +BottleCRM is a modern CRM application built with: +- **Framework**: SvelteKit 2.21.x, Svelte 5.1, Prisma +- **Styling**: tailwind 4.1.x css +- **Database**: postgresql +- **Icons**: lucide icons +- **Form Validation**: zod + +## Important Notes +- We need to ensure access control is strictly enforced based on user roles. +- No record should be accessible unless the user or the org has the appropriate permissions. +- When implementing forms in sveltekit A form label must be associated with a control +- svelte 5+ style coding standards should be followed \ No newline at end of file diff --git a/.github/workflows/build-deploy.yml b/.github/workflows/build-deploy.yml new file mode 100644 index 0000000..92afc5d --- /dev/null +++ b/.github/workflows/build-deploy.yml @@ -0,0 +1,56 @@ +name: Build and Deploy (Docker) + +on: + push: + branches: + - main + +jobs: + build-and-deploy: + runs-on: ubuntu-latest + permissions: + contents: read + packages: write + + steps: + - name: Checkout code + uses: actions/checkout@v4 + + - name: Log in to GitHub Container Registry + uses: docker/login-action@v3 + with: + registry: ghcr.io + username: ${{ github.actor }} + password: ${{ secrets.GITHUB_TOKEN }} + + - name: Set up Docker Buildx + uses: docker/setup-buildx-action@v3 + + - name: Build and push Docker image + uses: docker/build-push-action@v5 + with: + context: . + file: ./Dockerfile + push: true + tags: ghcr.io/${{ github.repository }}:latest + + - name: Setup SSH + uses: webfactory/ssh-agent@v0.8.0 + with: + ssh-private-key: ${{ secrets.SSH_PRIVATE_KEY }} + + - name: Add host key to known_hosts + run: | + mkdir -p ~/.ssh + ssh-keyscan -H ${{ secrets.SERVER_IP }} >> ~/.ssh/known_hosts + + - name: Deploy on server (pull and restart container) + run: | + ssh ${{ secrets.SERVER_USER }}@${{ secrets.SERVER_IP }} "docker login ghcr.io -u ${{ github.actor }} -p ${{ secrets.GITHUB_TOKEN }} && \ + docker pull ghcr.io/${{ github.repository }}:latest && \ + docker stop svelte-crm || true && docker rm svelte-crm || true && \ + docker run -d --name svelte-crm --restart always -p 3000:3000 \ + -e NODE_ENV=production \ + -e DATABASE_URL=\"${{ secrets.DATABASE_URL }}\" \ + --env-file ${{ secrets.ENV_FILE_PATH:-/home/${{ secrets.SERVER_USER }}/.env }} \ + ghcr.io/${{ github.repository }}:latest" \ No newline at end of file diff --git a/.gitignore b/.gitignore index 42381fc..43ea859 100644 --- a/.gitignore +++ b/.gitignore @@ -24,3 +24,4 @@ vite.config.ts.timestamp-* generated/* src/generated/* +.github/prompts/* diff --git a/.vscode/settings.json b/.vscode/settings.json new file mode 100644 index 0000000..6ebefa2 --- /dev/null +++ b/.vscode/settings.json @@ -0,0 +1,23 @@ +{ + "editor.tabSize": 2, + "editor.insertSpaces": true, + "[javascript]": { + "editor.tabSize": 2, + "editor.insertSpaces": true + }, + "[svelte]": { + "editor.tabSize": 2, + "editor.insertSpaces": true + }, + "github.copilot.chat.codeGeneration.instructions": [ + { + "file": "prisma/schema.prisma", + }, + { + "file": "src/hooks.server.js", + }, + { + "file": "src/lib/prisma.js", + }, + ] +} \ No newline at end of file diff --git a/CLAUDE.md b/CLAUDE.md new file mode 100644 index 0000000..ed29b88 --- /dev/null +++ b/CLAUDE.md @@ -0,0 +1,135 @@ +# CLAUDE.md + +This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository. + +## Project Overview + +BottleCRM is a SaaS CRM platform built with SvelteKit, designed for startups and enterprises with role-based access control (RBAC). The application features multi-tenancy through organizations, with strict data isolation enforced at the database level. + +## Technology Stack + +- **Frontend**: SvelteKit 2.x with Svelte 5.x +- **Styling**: TailwindCSS 4.x +- **Database**: PostgreSQL with Prisma ORM +- **Icons**: Lucide Svelte +- **Validation**: Zod +- **Package Manager**: pnpm +- **Type Checking**: JSDoc style type annotations (no TypeScript) + +## Development Commands + +```bash +# Development server +pnpm run dev + +# Build for production +pnpm run build + +# Preview production build +pnpm run preview + +# Type checking +pnpm run check + +# Type checking with watch mode +pnpm run check:watch + +# Linting and formatting (both required to pass) +pnpm run lint + +# Format code +pnpm run format + +# Database operations +npx prisma migrate dev +npx prisma generate +npx prisma studio +``` + +## Architecture Overview + +### Multi-Tenant Structure +- **Organizations**: Top-level tenant containers with strict data isolation +- **Users**: Can belong to multiple organizations with different roles (ADMIN/USER) +- **Super Admin**: Users with @micropyramid.com email domain have platform-wide access + +### Core CRM Entities +- **Leads**: Initial prospects that can be converted to Accounts/Contacts/Opportunities +- **Accounts**: Company/organization records +- **Contacts**: Individual people associated with accounts +- **Opportunities**: Sales deals with pipeline stages +- **Tasks/Events**: Activity management +- **Cases**: Customer support tickets +- **Products/Quotes**: Sales catalog and quotation system + +### Authentication & Authorization +- Session-based authentication using cookies (`session`, `org`, `org_name`) +- Organization selection required after login via `/org` route +- Route protection in `src/hooks.server.js`: + - `/app/*` routes require authentication and organization membership + - `/admin/*` routes restricted to @micropyramid.com domain users + - `/org` route for organization selection + +### Data Access Control +- All database queries must include organization filtering +- User can only access data from organizations they belong to +- Prisma schema enforces relationships with `organizationId` foreign keys + +### Route Structure +- `(site)`: Public marketing pages +- `(no-layout)`: Auth pages (login, org selection) +- `(app)`: Main CRM application (requires auth + org membership) +- `(admin)`: Platform administration (requires @micropyramid.com email) + +### Key Files +- `src/hooks.server.js`: Authentication, org membership validation, route protection +- `src/lib/prisma.js`: Database client configuration +- `src/lib/stores/auth.js`: Authentication state management +- `prisma/schema.prisma`: Complete database schema with RBAC models + +## Form Development +- All form labels must be properly associated with form controls for accessibility +- Use Zod for form validation +- Follow existing patterns in `/contacts`, `/leads`, `/accounts` for consistency + +## Coding Standards + +### Type Safety +- **NO TypeScript**: This project uses JavaScript with JSDoc style type annotations only +- **JSDoc Comments**: Use JSDoc syntax for type information and documentation +- **Type Checking**: Use `pnpm run check` to validate types via JSDoc annotations +- **Function Parameters**: Document parameter types using JSDoc `@param` tags +- **Return Types**: Document return types using JSDoc `@returns` tags + +### JSDoc Examples +```javascript +/** + * Updates a contact in the database + * @param {string} contactId - The contact identifier + * @param {Object} updateData - The data to update + * @param {string} updateData.name - Contact name + * @param {string} updateData.email - Contact email + * @param {string} organizationId - Organization ID for data isolation + * @returns {Promise} The updated contact object + */ +async function updateContact(contactId, updateData, organizationId) { + // Implementation +} + +/** + * @typedef {Object} User + * @property {string} id - User ID + * @property {string} email - User email + * @property {string} name - User name + * @property {string[]} organizationIds - Array of organization IDs + */ + +/** @type {User|null} */ +let currentUser = null; +``` + +## Security Requirements +- Never expose cross-organization data +- Always filter queries by user's organization membership +- Validate user permissions before any data operations +- Use parameterized queries via Prisma to prevent SQL injection \ No newline at end of file diff --git a/CONTRIBUTING.md b/CONTRIBUTING.md new file mode 100644 index 0000000..48456ae --- /dev/null +++ b/CONTRIBUTING.md @@ -0,0 +1,151 @@ +# Contributing to BottleCRM + +Thank you for your interest in contributing to BottleCRM! We're excited to have you join our community of developers working to make high-quality CRM software accessible to everyone. + +This document provides guidelines and instructions for contributing to the project. + +## Table of Contents + +- [Code of Conduct](#code-of-conduct) +- [Getting Started](#getting-started) +- [Development Workflow](#development-workflow) +- [Pull Request Process](#pull-request-process) +- [Reporting Bugs](#reporting-bugs) +- [Feature Requests](#feature-requests) +- [Coding Standards](#coding-standards) +- [Community](#community) + +## Code of Conduct + +We are committed to providing a welcoming and inspiring community for all. + +## Getting Started + +### Prerequisites + +- Node.js (v16 or newer) +- npm, pnpm, or yarn package manager +- Git +- A database (PostgreSQL recommended) + +### Setting Up Local Development + +1. Fork the repository on GitHub +2. Clone your fork locally: + ```bash + git clone https://github.com/YOUR_USERNAME/bottlecrm.git + cd bottlecrm + ``` +3. Install dependencies: + ```bash + npm install + # or + pnpm install + # or + yarn + ``` +4. Configure your environment variables: + - Copy `.env.example` to `.env` + - Update the variables as needed for your local environment +5. Run database migrations: + ```bash + npx prisma migrate dev + ``` +6. Start the development server: + ```bash + npm run dev + ``` + +## Development Workflow + +1. Create a new branch for your work: + ```bash + git checkout -b feature/your-feature-name + # or + git checkout -b fix/issue-you-are-fixing + ``` + +2. Make your changes and commit them using descriptive commit messages: + ```bash + git commit -m "feat: add new feature X that does Y" + ``` + We follow the [Conventional Commits](https://www.conventionalcommits.org/) standard for commit messages. + +3. Push your branch to GitHub: + ```bash + git push origin feature/your-feature-name + ``` + +4. Create a pull request from your branch to the main project repository. + +## Pull Request Process + +1. Ensure your code follows the project's coding standards. +2. Update the documentation as needed. +3. Add tests for new functionality. +4. Ensure the test suite passes by running: + ```bash + npm run test + ``` +5. Your pull request will be reviewed by maintainers, who may request changes or provide feedback. +6. Once approved, your pull request will be merged by a maintainer. + +## Reporting Bugs + +Please report bugs by opening an issue on our GitHub repository. When filing a bug report, please include: + +- A clear and descriptive title +- Steps to reproduce the issue +- Expected behavior +- Actual behavior +- Screenshots (if applicable) +- Environment information (OS, browser, etc.) + +## Feature Requests + +We welcome suggestions for new features! To suggest a feature: + +1. Check if the feature has already been requested or is in development. +2. Open a new issue describing: + - The feature you'd like to see + - The problem it solves + - How it should work + - Why it would be valuable to most users + +## Coding Standards + +- We use ESLint and Prettier for code formatting and linting. +- Run `npm run lint` before submitting pull requests. +- Write meaningful comments and documentation. +- Follow the existing code style and patterns. +- Write tests for new functionality. + +### Svelte Component Guidelines + +- Each component should have a clear, single responsibility. +- Use Svelte's reactivity system effectively. +- Keep components reasonably sized; consider breaking large components into smaller ones. +- Use TypeScript for type safety when possible. + +### API Development Guidelines + +- Follow RESTful principles. +- Return consistent response structures. +- Handle errors gracefully and return appropriate status codes. +- Document new endpoints. + +## Community + +Join our community to discuss the project, get help, or just hang out with other BottleCRM contributors: + +- [GitHub Discussions](https://github.com/yourusername/bottlecrm/discussions) +- [Community Forum](#) (coming soon) +- [Discord Server](#) (coming soon) + +## License + +By contributing to BottleCRM, you agree that your contributions will be licensed under the project's [MIT License](LICENSE). + +--- + +Thank you for contributing to make CRM software accessible to everyone! ❤️ diff --git a/DEV.md b/DEV.md new file mode 100644 index 0000000..c6a0b89 --- /dev/null +++ b/DEV.md @@ -0,0 +1,22 @@ +# BottleCRM + +never use $app from sveltekit. ref: https://kit.svelte.dev/docs/packaging#best-practices + +# dev +nvm use 22.13.0 +npx prisma generate +npx prisma migrate dev + +for development, run both sveltkeit and wss +npm run dev +npm run wss + +# before comitting for deployment +run `npx eslint src --ext .svelte` +run `pnpm run build` to check for errors, warnings and fix. +run `npx svelte-check` to check for errors and warnings to fix + +# prod +nvm use 22.13.0 +npx prisma generate +npx prisma migrate deploy \ No newline at end of file diff --git a/Dockerfile b/Dockerfile new file mode 100644 index 0000000..fca0550 --- /dev/null +++ b/Dockerfile @@ -0,0 +1,22 @@ +# syntax=docker/dockerfile:1 + +FROM node:22-alpine AS builder +WORKDIR /app +COPY package.json pnpm-lock.yaml ./ +# Install pnpm using the official installation script +RUN wget -qO- https://get.pnpm.io/install.sh | sh - && \ + export PATH="/root/.local/share/pnpm:$PATH" && \ + pnpm install --frozen-lockfile +COPY . . +RUN export PATH="/root/.local/share/pnpm:$PATH" && pnpm run build && npx prisma generate + +FROM node:22-alpine +WORKDIR /app +ENV NODE_ENV=production +COPY --from=builder /app/package.json ./ +COPY --from=builder /app/pnpm-lock.yaml ./ +COPY --from=builder /app/build ./build +COPY --from=builder /app/prisma ./prisma +COPY --from=builder /app/node_modules ./node_modules +EXPOSE 3000 +CMD ["node", "build"] diff --git a/LICENSE b/LICENSE new file mode 100644 index 0000000..8d75e40 --- /dev/null +++ b/LICENSE @@ -0,0 +1,21 @@ +MIT License + +Copyright (c) 2017 MicroPyramid + +Permission is hereby granted, free of charge, to any person obtaining a copy +of this software and associated documentation files (the "Software"), to deal +in the Software without restriction, including without limitation the rights +to use, copy, modify, merge, publish, distribute, sublicense, and/or sell +copies of the Software, and to permit persons to whom the Software is +furnished to do so, subject to the following conditions: + +The above copyright notice and this permission notice shall be included in all +copies or substantial portions of the Software. + +THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE +AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER +LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, +OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE +SOFTWARE. \ No newline at end of file diff --git a/README.md b/README.md index b5b2950..183f077 100644 --- a/README.md +++ b/README.md @@ -1,38 +1,214 @@ -# sv +# BottleCRM: Free and Open Source Customer Relationship Management -Everything you need to build a Svelte project, powered by [`sv`](https://github.com/sveltejs/cli). +
+

Powerful, Modern Multi-Tenant CRM for Everyone

+
-## Creating a project +BottleCRM is a free, open-source Customer Relationship Management solution designed to help small and medium businesses effectively manage their customer relationships. Built with modern technologies and enterprise-grade multi-tenancy, it offers a comprehensive set of features without the enterprise price tag. -If you're seeing this, you've probably already done this step. Congrats! +## ✨ Key Highlights +- **Multi-Tenant Architecture**: Secure organization-based data isolation +- **Role-Based Access Control**: Granular permissions for users and admins +- **Modern Technology Stack**: Built with SvelteKit 2.x, Svelte 5.x, and PostgreSQL +- **Mobile-First Design**: Responsive interface optimized for all devices + +## 🚀 Core Features + +### Sales & Lead Management +- **Lead Management**: Track and nurture leads from initial contact to conversion +- **Account Management**: Maintain detailed records of customer accounts and organizations +- **Contact Management**: Store and organize all your customer contact information +- **Opportunity Management**: Track deals through your sales pipeline with customizable stages + +### Customer Support +- **Case Management**: Handle customer support cases and track resolution +- **Solution Knowledge Base**: Maintain searchable solutions for common issues +- **Multi-Channel Support**: Handle cases from various origins (email, web, phone) + +### Productivity & Collaboration +- **Task Management**: Never miss a follow-up with built-in task tracking +- **Event Management**: Schedule and manage meetings and activities +- **Board Management**: Trello-like kanban boards for project tracking +- **Comment System**: Collaborate with team members on records + +### Sales Tools +- **Quote Management**: Generate professional quotes with line items +- **Product Catalog**: Maintain product inventory with pricing +- **Sales Pipeline**: Visual opportunity tracking with probability scoring + +### Administrative Features +- **User Management**: Add team members with appropriate role assignments +- **Organization Management**: Multi-tenant structure with data isolation +- **Audit Logging**: Complete activity tracking for compliance +- **Super Admin Panel**: Platform-wide management for system administrators + +## 🔮 Coming Soon + +- **Invoice Management**: Create, send, and track invoices (in development) +- **Email Integration**: Connect your email accounts for seamless communication +- **Analytics Dashboard**: Make data-driven decisions with powerful reporting tools +- **API Integration**: REST API for third-party integrations + +## 🖥️ Technology Stack + +- **Frontend**: SvelteKit 2.x, Svelte 5.x, TailwindCSS 4.x +- **Backend**: Node.js with Prisma ORM +- **Database**: PostgreSQL (recommended) with multi-tenant schema +- **Authentication**: Session-based authentication with organization membership +- **Icons**: Lucide Svelte icon library +- **Validation**: Zod for type-safe form validation + +## 🚀 Getting Started + +### Prerequisites + +- **Node.js**: v22.13.0 (use nvm for version management) +- **Package Manager**: pnpm (recommended) +- **Database**: PostgreSQL (required for multi-tenancy features) + +### Installation + +1. **Clone the repository:** ```bash -# create a new project in the current directory -npx sv create +git clone https://github.com/micropyramid/svelte-crm.git +cd svelte-crm +``` -# create a new project in my-app -npx sv create my-app +2. **Set up Node.js version:** +```bash +nvm use 22.13.0 +``` + +3. **Install dependencies:** +```bash +pnpm install ``` -## Developing +4. **Configure environment variables:** +Create a `.env` file based on the following template: +```env +# Database Configuration +DATABASE_URL="postgresql://postgres:password@localhost:5432/bottlecrm?schema=public" -Once you've created a project and installed dependencies with `npm install` (or `pnpm install` or `yarn`), start a development server: +# JWT Secret (required for authentication) +# Generate a secure secret using openssl: +# openssl rand -base64 32 +JWT_SECRET="" +# Google OAuth (Optional) +GOOGLE_CLIENT_ID="" +GOOGLE_CLIENT_SECRET="" +GOOGLE_LOGIN_DOMAIN="http://localhost:5173" +``` + +5. **Set up the database:** ```bash -npm run dev +# Generate Prisma client +npx prisma generate + +# Run database migrations +npx prisma migrate dev -# or start the server and open the app in a new browser tab -npm run dev -- --open +# (Optional) Open Prisma Studio to view data +npx prisma studio +``` + +6. **Start the development server:** +```bash +pnpm run dev ``` -## Building +### Development Workflow -To create a production version of your app: +Before committing code, ensure quality checks pass: ```bash -npm run build +# Type checking +pnpm run check + +# Linting and formatting +pnpm run lint + +# Build verification +pnpm run build +``` + +### Production Deployment + +```bash +# Set Node.js version +nvm use 22.13.0 + +# Generate Prisma client +npx prisma generate + +# Run production migrations +npx prisma migrate deploy + +# Build application +pnpm run build + +# Start production server +pnpm run preview +``` + +## 🏗️ Architecture & Security + +### Multi-Tenant Design +- **Organization Isolation**: Complete data separation between organizations +- **Role-Based Access**: Users can have different roles across organizations +- **Session Management**: Secure cookie-based authentication with organization context + +### User Roles +- **User**: Standard access to organization data +- **Admin**: Organization-level administrative privileges +- **Super Admin**: Platform-wide access (requires @micropyramid.com email) + +### Data Security +- All database queries are organization-scoped +- Strict permission validation on all routes +- Audit logging for compliance and tracking + +## 📁 Project Structure + ``` +src/ +├── routes/ +│ ├── (site)/ # Public marketing pages +│ ├── (no-layout)/ # Authentication pages +│ ├── (app)/ # Main CRM application +│ └── (admin)/ # Super admin panel +├── lib/ +│ ├── stores/ # Svelte stores for state management +│ ├── data/ # Static data and configurations +│ └── utils/ # Utility functions +└── hooks.server.js # Authentication and route protection +``` + +## 💬 Community and Feedback + +We love to hear from our users! Please share your feedback, report bugs, or suggest new features: + +- **Issues**: Open an issue on GitHub for bugs and feature requests +- **Discussions**: Join community discussions for general questions +- **Pull Requests**: Contribute code improvements and new features + +## 🤝 Contributing + +We welcome contributions of all kinds! See our [CONTRIBUTING.md](CONTRIBUTING.md) for details on how to get started. + +### Development Guidelines +- Follow existing code patterns and conventions +- Ensure all forms have proper accessibility (labels associated with controls) +- Never use `$app` imports from SvelteKit (see packaging best practices) +- Always filter database queries by organization membership +- Add appropriate error handling and validation + +## 📄 License + +BottleCRM is open source software [licensed as MIT](LICENSE). -You can preview the production build with `npm run preview`. +--- -> To deploy your app, you may need to install an [adapter](https://svelte.dev/docs/kit/adapters) for your target environment. +*Built with ❤️ for small businesses everywhere. We believe quality CRM software should be accessible to everyone.* diff --git a/api/README.md b/api/README.md new file mode 100644 index 0000000..74e4fce --- /dev/null +++ b/api/README.md @@ -0,0 +1,137 @@ +# BottleCRM API + +Express.js API for BottleCRM with JWT authentication, Swagger documentation, and configurable request logging. + +## Features + +- **Google OAuth Authentication**: Secure Google Sign-In for mobile apps +- **Multi-tenant**: Organization-based data isolation using existing Prisma schema +- **Swagger Documentation**: Interactive API documentation at `/api-docs` +- **Request Logging**: Configurable input/output HTTP request logging +- **Security**: Helmet, CORS, rate limiting +- **Organization Access Control**: Ensures users can only access their organization's data + +## Quick Start + +1. The required environment variables are already added to your existing `.env` file. + +2. **Generate a secure JWT secret** (required for production): +```bash +# Using Node.js +node -e "console.log(require('crypto').randomBytes(32).toString('hex'))" + +# Using OpenSSL (if available) +openssl rand -hex 32 + +# Using online generator (for development only) +# Visit: https://generate-secret.vercel.app/32 +``` + +3. Update your `.env` file with the generated secret: +```env +JWT_SECRET=your-generated-secret-key-here +``` + +4. Start the API server: +```bash +# Development with auto-reload +pnpm run api:dev + +# Production +pnpm run api:start +``` + +5. Visit Swagger documentation: +``` +http://localhost:3001/api-docs +``` + +## Authentication + +1. **Google Login**: POST `/api/auth/google` + - Request: `{ "idToken": "google-id-token-from-mobile-app" }` + - Response: `{ "token": "jwt-token", "user": {...} }` + +2. **Use Token**: Include in Authorization header: + ``` + Authorization: Bearer + ``` + +3. **Select Organization**: Include organization ID in header: + ``` + X-Organization-ID: + ``` + +## API Endpoints + +### Authentication +- `POST /api/auth/google` - Google OAuth mobile login +- `GET /api/auth/me` - Get current user profile + +### Leads +- `GET /api/leads` - Get organization leads (paginated) +- `GET /api/leads/:id` - Get lead by ID +- `POST /api/leads` - Create new lead + +### Accounts +- `GET /api/accounts` - Get organization accounts +- `POST /api/accounts` - Create new account + +### Contacts +- `GET /api/contacts` - Get organization contacts +- `POST /api/contacts` - Create new contact + +### Opportunities +- `GET /api/opportunities` - Get organization opportunities +- `POST /api/opportunities` - Create new opportunity + +## Configuration + +### Environment Variables + +- `API_PORT`: Server port (default: 3001) +- `JWT_SECRET`: Secret key for JWT tokens (required) - **Generate using the commands above** +- `JWT_EXPIRES_IN`: Token expiration time (default: 24h) +- `FRONTEND_URL`: Frontend URL for CORS (default: http://localhost:5173) + +### Logging Configuration + +- `LOG_LEVEL`: Logging level (info, debug, error) +- `ENABLE_REQUEST_LOGGING`: Enable/disable request logging (true/false) +- `LOG_REQUEST_BODY`: Log request bodies (true/false) +- `LOG_RESPONSE_BODY`: Log response bodies (true/false) + +### Security Features + +- **Rate Limiting**: 100 requests per 15 minutes per IP +- **Helmet**: Security headers +- **CORS**: Cross-origin request handling +- **JWT Validation**: Token verification on protected routes +- **Organization Isolation**: Users can only access their organization's data + +## Data Access Control + +All API endpoints enforce organization-based access control: + +1. **Authentication Required**: All endpoints (except login) require valid JWT token +2. **Organization Header**: Protected endpoints require `X-Organization-ID` header +3. **Membership Validation**: User must be a member of the specified organization +4. **Data Filtering**: All database queries are filtered by organization ID + +## Development + +The API uses the same Prisma schema as the main SvelteKit application, ensuring data consistency and leveraging existing: + +- Database models and relationships +- Organization-based multi-tenancy +- User role management (ADMIN/USER) +- Super admin access (@micropyramid.com domain) + +## Testing with Swagger + +Access the interactive API documentation at `http://localhost:3001/api-docs` to: + +1. Test authentication endpoints +2. Explore available endpoints +3. Test API calls with different parameters +4. View request/response schemas \ No newline at end of file diff --git a/api/config/logger.js b/api/config/logger.js new file mode 100644 index 0000000..fed578c --- /dev/null +++ b/api/config/logger.js @@ -0,0 +1,22 @@ +export const createLogger = () => { + return { + info: (message, meta) => { + console.log(`[INFO] ${message}`); + if (meta) { + console.log(JSON.stringify(meta, null, 2)); + } + }, + error: (message, meta) => { + console.error(`[ERROR] ${message}`); + if (meta) { + console.error(JSON.stringify(meta, null, 2)); + } + }, + warn: (message, meta) => { + console.warn(`[WARN] ${message}`); + if (meta) { + console.warn(JSON.stringify(meta, null, 2)); + } + } + }; +}; \ No newline at end of file diff --git a/api/middleware/auth.js b/api/middleware/auth.js new file mode 100644 index 0000000..fd84259 --- /dev/null +++ b/api/middleware/auth.js @@ -0,0 +1,115 @@ +import jwt from 'jsonwebtoken'; +import { PrismaClient } from '@prisma/client'; + +const prisma = new PrismaClient(); + +export const verifyToken = async (req, res, next) => { + try { + const token = req.header('Authorization')?.replace('Bearer ', ''); + + if (!token) { + return res.status(401).json({ error: 'Access denied. No token provided.' }); + } + + // First verify JWT signature and decode + const decoded = jwt.verify(token, process.env.JWT_SECRET); + + // Check if token exists in database and is not revoked + const dbToken = await prisma.jwtToken.findUnique({ + where: { token }, + include: { + user: { + include: { + organizations: { + include: { + organization: true + } + } + } + } + } + }); + + if (!dbToken) { + return res.status(401).json({ error: 'Invalid token. Token not found.' }); + } + + if (dbToken.isRevoked) { + return res.status(401).json({ error: 'Token has been revoked.' }); + } + + if (dbToken.expiresAt < new Date()) { + // Mark token as expired in database + await prisma.jwtToken.update({ + where: { id: dbToken.id }, + data: { isRevoked: true } + }); + return res.status(401).json({ error: 'Token has expired.' }); + } + + if (!dbToken.user) { + return res.status(401).json({ error: 'Invalid token. User not found.' }); + } + + // Update last used timestamp + await prisma.jwtToken.update({ + where: { id: dbToken.id }, + data: { lastUsedAt: new Date() } + }); + + req.user = dbToken.user; + req.userId = dbToken.user.id; + req.tokenId = dbToken.id; + next(); + } catch (error) { + if (error.name === 'JsonWebTokenError') { + return res.status(401).json({ error: 'Invalid token format.' }); + } + if (error.name === 'TokenExpiredError') { + return res.status(401).json({ error: 'Token has expired.' }); + } + console.error('Token verification error:', error); + return res.status(401).json({ error: 'Token validation failed.' }); + } +}; + +export const requireOrganization = async (req, res, next) => { + try { + const organizationId = req.header('X-Organization-ID'); + + if (!organizationId) { + return res.status(400).json({ error: 'Organization ID is required in X-Organization-ID header.' }); + } + + const userOrg = req.user.organizations.find( + uo => uo.organizationId === organizationId + ); + + if (!userOrg) { + return res.status(403).json({ error: 'Access denied to this organization.' }); + } + + req.organizationId = organizationId; + req.userRole = userOrg.role; + req.organization = userOrg.organization; + next(); + } catch (error) { + return res.status(500).json({ error: 'Internal server error.' }); + } +}; + +export const requireRole = (roles) => { + return (req, res, next) => { + if (!roles.includes(req.userRole)) { + return res.status(403).json({ error: 'Insufficient permissions.' }); + } + next(); + }; +}; + +export const requireSuperAdmin = (req, res, next) => { + if (!req.user.email.endsWith('@micropyramid.com')) { + return res.status(403).json({ error: 'Super admin access required.' }); + } + next(); +}; \ No newline at end of file diff --git a/api/middleware/errorHandler.js b/api/middleware/errorHandler.js new file mode 100644 index 0000000..b8af078 --- /dev/null +++ b/api/middleware/errorHandler.js @@ -0,0 +1,24 @@ +import { createLogger } from '../config/logger.js'; + +const logger = createLogger(); + +export const errorHandler = (err, req, res, next) => { + logger.error('Unhandled Error', { + error: err.message, + stack: err.stack, + method: req.method, + url: req.url, + userId: req.user?.id, + organizationId: req.organizationId, + timestamp: new Date().toISOString(), + }); + + if (process.env.NODE_ENV === 'production') { + res.status(500).json({ error: 'Internal server error' }); + } else { + res.status(500).json({ + error: err.message, + stack: err.stack + }); + } +}; \ No newline at end of file diff --git a/api/middleware/requestLogger.js b/api/middleware/requestLogger.js new file mode 100644 index 0000000..d6989d8 --- /dev/null +++ b/api/middleware/requestLogger.js @@ -0,0 +1,76 @@ +export const requestLogger = (req, res, next) => { + const start = Date.now(); + + const originalSend = res.send; + const originalJson = res.json; + + let responseBody = null; + let requestBody = null; + + if (req.body && Object.keys(req.body).length > 0) { + requestBody = { ...req.body }; + if (requestBody.password) requestBody.password = '[REDACTED]'; + if (requestBody.token) requestBody.token = '[REDACTED]'; + } + + res.send = function(body) { + responseBody = body; + return originalSend.call(this, body); + }; + + res.json = function(body) { + responseBody = body; + return originalJson.call(this, body); + }; + + res.on('finish', () => { + const duration = Date.now() - start; + + const logData = { + method: req.method, + url: req.url, + statusCode: res.statusCode, + duration: `${duration}ms`, + userAgent: req.get('User-Agent'), + ip: req.ip, + timestamp: new Date().toISOString(), + }; + + if (process.env.LOG_REQUEST_BODY === 'true' && requestBody) { + logData.requestBody = requestBody; + } + + if (process.env.LOG_RESPONSE_BODY === 'true' && responseBody) { + try { + logData.responseBody = typeof responseBody === 'string' ? JSON.parse(responseBody) : responseBody; + } catch (e) { + logData.responseBody = responseBody; + } + } + + if (req.user) { + logData.userId = req.user.id; + logData.userEmail = req.user.email; + } + + if (req.organizationId) { + logData.organizationId = req.organizationId; + } + + console.log(`\n=== HTTP REQUEST LOG ===`); + console.log(`${req.method} ${req.url} - ${res.statusCode} - ${duration}ms`); + + if (requestBody) { + console.log('REQUEST BODY:', JSON.stringify(requestBody, null, 2)); + } + + if (responseBody) { + console.log('RESPONSE BODY:', JSON.stringify(responseBody, null, 2)); + } + + console.log('FULL LOG DATA:', JSON.stringify(logData, null, 2)); + console.log(`=== END LOG ===\n`); + }); + + next(); +}; \ No newline at end of file diff --git a/api/routes/accounts.js b/api/routes/accounts.js new file mode 100644 index 0000000..6d8f385 --- /dev/null +++ b/api/routes/accounts.js @@ -0,0 +1,137 @@ +import express from 'express'; +import { PrismaClient } from '@prisma/client'; +import { verifyToken, requireOrganization } from '../middleware/auth.js'; + +const router = express.Router(); +const prisma = new PrismaClient(); + +router.use(verifyToken); +router.use(requireOrganization); + +/** + * @swagger + * components: + * schemas: + * Account: + * type: object + * properties: + * id: + * type: string + * name: + * type: string + * industry: + * type: string + * phone: + * type: string + * email: + * type: string + * website: + * type: string + * createdAt: + * type: string + * format: date-time + */ + +/** + * @swagger + * /accounts: + * get: + * summary: Get all accounts for organization + * tags: [Accounts] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * responses: + * 200: + * description: List of accounts + */ +router.get('/', async (req, res) => { + try { + const accounts = await prisma.account.findMany({ + where: { organizationId: req.organizationId }, + orderBy: { createdAt: 'desc' }, + include: { + owner: { + select: { id: true, firstName: true, lastName: true, email: true } + } + } + }); + + res.json({ accounts }); + } catch (error) { + console.error('Get accounts error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /accounts: + * post: + * summary: Create a new account + * tags: [Accounts] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * requestBody: + * required: true + * content: + * application/json: + * schema: + * type: object + * required: + * - name + * properties: + * name: + * type: string + * industry: + * type: string + * phone: + * type: string + * email: + * type: string + * website: + * type: string + * responses: + * 201: + * description: Account created successfully + */ +router.post('/', async (req, res) => { + try { + const { name, industry, phone, email, website } = req.body; + + if (!name) { + return res.status(400).json({ error: 'Account name is required' }); + } + + const account = await prisma.account.create({ + data: { + name, + industry, + phone, + email, + website, + organizationId: req.organizationId, + ownerId: req.userId + }, + include: { + owner: { + select: { id: true, firstName: true, lastName: true, email: true } + } + } + }); + + res.status(201).json(account); + } catch (error) { + console.error('Create account error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +export default router; \ No newline at end of file diff --git a/api/routes/auth.js b/api/routes/auth.js new file mode 100644 index 0000000..10cf93a --- /dev/null +++ b/api/routes/auth.js @@ -0,0 +1,323 @@ +import express from 'express'; +import jwt from 'jsonwebtoken'; +import { OAuth2Client } from 'google-auth-library'; +import { PrismaClient } from '@prisma/client'; +import { verifyToken } from '../middleware/auth.js'; + +const router = express.Router(); +const prisma = new PrismaClient(); +const googleClient = new OAuth2Client(process.env.GOOGLE_CLIENT_ID); + +/** + * @swagger + * components: + * schemas: + * GoogleLoginRequest: + * type: object + * required: + * - idToken + * properties: + * idToken: + * type: string + * description: Google ID token from mobile app + * LoginResponse: + * type: object + * properties: + * token: + * type: string + * user: + * type: object + * properties: + * id: + * type: string + * email: + * type: string + * firstName: + * type: string + * lastName: + * type: string + * profileImage: + * type: string + * organizations: + * type: array + * items: + * type: object + * properties: + * id: + * type: string + * name: + * type: string + * role: + * type: string + */ + + +/** + * @swagger + * /auth/me: + * get: + * summary: Get current user profile + * tags: [Authentication] + * responses: + * 200: + * description: User profile + * content: + * application/json: + * schema: + * type: object + * properties: + * user: + * type: object + * properties: + * id: + * type: string + * email: + * type: string + * firstName: + * type: string + * lastName: + * type: string + * organizations: + * type: array + * 401: + * description: Unauthorized + */ +router.get('/me', verifyToken, async (req, res) => { + try { + const userResponse = { + id: req.user.id, + email: req.user.email, + firstName: req.user.firstName, + lastName: req.user.lastName, + organizations: req.user.userOrganizations.map(uo => ({ + id: uo.organization.id, + name: uo.organization.name, + role: uo.role + })) + }; + + res.json({ user: userResponse }); + } catch (error) { + console.error('Profile error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /auth/google: + * post: + * summary: Google OAuth mobile login + * tags: [Authentication] + * security: [] + * requestBody: + * required: true + * content: + * application/json: + * schema: + * $ref: '#/components/schemas/GoogleLoginRequest' + * responses: + * 200: + * description: Login successful + * content: + * application/json: + * schema: + * $ref: '#/components/schemas/LoginResponse' + * 400: + * description: Invalid Google token or user not found + * 500: + * description: Server error + */ +router.post('/google', async (req, res) => { + try { + const { idToken } = req.body; + + if (!idToken) { + return res.status(400).json({ error: 'Google ID token is required' }); + } + + // Support both web and mobile client IDs + const audiences = [ + process.env.GOOGLE_CLIENT_ID + ]; + + const ticket = await googleClient.verifyIdToken({ + idToken, + audience: audiences + }); + + const payload = ticket.getPayload(); + + if (!payload || !payload.email) { + return res.status(400).json({ error: 'Invalid Google token' }); + } + + let user = await prisma.user.upsert({ + where: { email: payload.email }, + update: { + profilePhoto: payload.picture, + lastLogin: new Date(), + // Update name fields if they exist in the token + ...(payload.name && { name: payload.name }) + }, + create: { + email: payload.email, + name: payload.name || `${payload.given_name || ''} ${payload.family_name || ''}`.trim(), + profilePhoto: payload.picture, + user_id: payload.sub, // Use 'sub' field which is the stable Google user ID + lastLogin: new Date() + }, + include: { + organizations: { + include: { + organization: true + } + } + } + }); + + // Create JWT token for API access + const JWTtoken = jwt.sign( + { userId: user.id }, + process.env.JWT_SECRET, + { expiresIn: process.env.JWT_EXPIRES_IN || '24h' } + ); + + // Calculate expiration date + const expiresIn = process.env.JWT_EXPIRES_IN || '24h'; + const expirationHours = expiresIn.includes('h') ? parseInt(expiresIn) : 24; + const expiresAt = new Date(Date.now() + expirationHours * 60 * 60 * 1000); + + // Store JWT token in database + await prisma.jwtToken.create({ + data: { + token: JWTtoken, + userId: user.id, + expiresAt: expiresAt, + deviceInfo: req.get('User-Agent'), + ipAddress: req.ip || req.socket.remoteAddress + } + }); + + // Format response to match SvelteKit patterns + const userResponse = { + id: user.id, + email: user.email, + name: user.name, + profileImage: user.profilePhoto, + }; + + res.json({ + success: true, + JWTtoken, + user: userResponse, + organizations: user.organizations.map(uo => ({ + id: uo.organization.id, + name: uo.organization.name, + role: uo.role + })) + }); + } catch (error) { + console.error('Google login error:', error); + if (error.message && error.message.includes('Invalid token')) { + return res.status(400).json({ error: 'Invalid Google token' }); + } + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /auth/logout: + * post: + * summary: Logout and revoke current JWT token + * tags: [Authentication] + * security: + * - bearerAuth: [] + * responses: + * 200: + * description: Successfully logged out + * content: + * application/json: + * schema: + * type: object + * properties: + * success: + * type: boolean + * message: + * type: string + * 401: + * description: Unauthorized + */ +router.post('/logout', verifyToken, async (req, res) => { + try { + // Revoke the current token + await prisma.jwtToken.update({ + where: { id: req.tokenId }, + data: { + isRevoked: true, + updatedAt: new Date() + } + }); + + res.json({ + success: true, + message: 'Successfully logged out' + }); + } catch (error) { + console.error('Logout error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /auth/revoke-all: + * post: + * summary: Revoke all JWT tokens for current user + * tags: [Authentication] + * security: + * - bearerAuth: [] + * responses: + * 200: + * description: Successfully revoked all tokens + * content: + * application/json: + * schema: + * type: object + * properties: + * success: + * type: boolean + * message: + * type: string + * revokedCount: + * type: integer + * 401: + * description: Unauthorized + */ +router.post('/revoke-all', verifyToken, async (req, res) => { + try { + // Revoke all tokens for the user + const result = await prisma.jwtToken.updateMany({ + where: { + userId: req.userId, + isRevoked: false + }, + data: { + isRevoked: true, + updatedAt: new Date() + } + }); + + res.json({ + success: true, + message: 'Successfully revoked all tokens', + revokedCount: result.count + }); + } catch (error) { + console.error('Revoke all tokens error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +export default router; \ No newline at end of file diff --git a/api/routes/contacts.js b/api/routes/contacts.js new file mode 100644 index 0000000..7d78f0f --- /dev/null +++ b/api/routes/contacts.js @@ -0,0 +1,261 @@ +import express from 'express'; +import { PrismaClient } from '@prisma/client'; +import { verifyToken, requireOrganization } from '../middleware/auth.js'; + +const router = express.Router(); +const prisma = new PrismaClient(); + +router.use(verifyToken); +router.use(requireOrganization); + +/** + * @swagger + * /contacts: + * get: + * summary: Get all contacts for organization + * tags: [Contacts] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * responses: + * 200: + * description: List of contacts + */ +router.get('/', async (req, res) => { + try { + const contacts = await prisma.contact.findMany({ + where: { organizationId: req.organizationId }, + orderBy: { createdAt: 'desc' }, + include: { + relatedAccounts: { + include: { + account: { + select: { id: true, name: true } + } + } + }, + owner: { + select: { id: true, name: true, email: true } + } + } + }); + + res.json({ contacts }); + } catch (error) { + console.error('Get contacts error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /contacts: + * post: + * summary: Create a new contact + * tags: [Contacts] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * requestBody: + * required: true + * content: + * application/json: + * schema: + * type: object + * required: + * - firstName + * - lastName + * properties: + * firstName: + * type: string + * lastName: + * type: string + * email: + * type: string + * phone: + * type: string + * title: + * type: string + * department: + * type: string + * street: + * type: string + * city: + * type: string + * state: + * type: string + * postalCode: + * type: string + * country: + * type: string + * description: + * type: string + * accountId: + * type: string + * description: UUID of the account to associate with this contact + * responses: + * 201: + * description: Contact created successfully + * 400: + * description: Validation error + */ +router.post('/', async (req, res) => { + try { + const { firstName, lastName, email, phone, title, department, street, city, state, postalCode, country, description, accountId } = req.body; + + if (!firstName || !lastName) { + return res.status(400).json({ error: 'First name and last name are required' }); + } + + // Validate account if provided + let account = null; + if (accountId) { + account = await prisma.account.findFirst({ + where: { + id: accountId, + organizationId: req.organizationId + } + }); + + if (!account) { + return res.status(400).json({ error: 'Account not found in your organization' }); + } + } + + // Check for duplicate email within the organization if email is provided + if (email) { + const existingContact = await prisma.contact.findFirst({ + where: { + email: email, + organizationId: req.organizationId + } + }); + + if (existingContact) { + return res.status(400).json({ error: 'A contact with this email already exists in this organization' }); + } + } + + // Create the contact + const contact = await prisma.contact.create({ + data: { + firstName, + lastName, + email: email || null, + phone: phone || null, + title: title || null, + department: department || null, + street: street || null, + city: city || null, + state: state || null, + postalCode: postalCode || null, + country: country || null, + description: description || null, + organizationId: req.organizationId, + ownerId: req.userId + } + }); + + // Create account-contact relationship if accountId is provided + if (accountId) { + await prisma.accountContactRelationship.create({ + data: { + accountId: accountId, + contactId: contact.id, + isPrimary: true + } + }); + } + + // Fetch the created contact with relationships + const createdContact = await prisma.contact.findUnique({ + where: { id: contact.id }, + include: { + relatedAccounts: { + include: { + account: { + select: { id: true, name: true } + } + } + }, + owner: { + select: { id: true, name: true, email: true } + } + } + }); + + res.status(201).json(createdContact); + } catch (error) { + console.error('Create contact error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /contacts/{id}: + * get: + * summary: Get a specific contact by ID + * tags: [Contacts] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * - in: path + * name: id + * required: true + * schema: + * type: string + * description: Contact ID + * responses: + * 200: + * description: Contact details + * 404: + * description: Contact not found + */ +router.get('/:id', async (req, res) => { + try { + const { id } = req.params; + + const contact = await prisma.contact.findFirst({ + where: { + id: id, + organizationId: req.organizationId + }, + include: { + relatedAccounts: { + include: { + account: { + select: { id: true, name: true, type: true, website: true, phone: true } + } + } + }, + owner: { + select: { id: true, name: true, email: true } + }, + organization: { + select: { id: true, name: true } + } + } + }); + + if (!contact) { + return res.status(404).json({ error: 'Contact not found' }); + } + + res.json(contact); + } catch (error) { + console.error('Get contact details error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +export default router; \ No newline at end of file diff --git a/api/routes/dashboard.js b/api/routes/dashboard.js new file mode 100644 index 0000000..317ac4f --- /dev/null +++ b/api/routes/dashboard.js @@ -0,0 +1,374 @@ +import express from 'express'; +import { PrismaClient } from '@prisma/client'; +import { verifyToken, requireOrganization } from '../middleware/auth.js'; + +const router = express.Router(); +const prisma = new PrismaClient(); + +/** + * @swagger + * components: + * schemas: + * DashboardMetrics: + * type: object + * properties: + * totalLeads: + * type: integer + * description: Number of active leads + * totalOpportunities: + * type: integer + * description: Number of open opportunities + * totalAccounts: + * type: integer + * description: Number of active accounts + * totalContacts: + * type: integer + * description: Number of contacts + * pendingTasks: + * type: integer + * description: Number of pending tasks for the user + * opportunityRevenue: + * type: number + * description: Total pipeline value + * DashboardRecentData: + * type: object + * properties: + * leads: + * type: array + * items: + * type: object + * properties: + * id: + * type: string + * firstName: + * type: string + * lastName: + * type: string + * company: + * type: string + * status: + * type: string + * createdAt: + * type: string + * format: date-time + * opportunities: + * type: array + * items: + * type: object + * properties: + * id: + * type: string + * name: + * type: string + * amount: + * type: number + * account: + * type: object + * properties: + * name: + * type: string + * createdAt: + * type: string + * format: date-time + * tasks: + * type: array + * items: + * type: object + * properties: + * id: + * type: string + * subject: + * type: string + * status: + * type: string + * priority: + * type: string + * dueDate: + * type: string + * format: date-time + * activities: + * type: array + * items: + * type: object + * properties: + * id: + * type: string + * action: + * type: string + * entityType: + * type: string + * description: + * type: string + * timestamp: + * type: string + * format: date-time + * user: + * type: object + * properties: + * name: + * type: string + * DashboardResponse: + * type: object + * properties: + * success: + * type: boolean + * metrics: + * $ref: '#/components/schemas/DashboardMetrics' + * recentData: + * $ref: '#/components/schemas/DashboardRecentData' + */ + +/** + * @swagger + * /dashboard: + * get: + * summary: Get dashboard data with metrics and recent activity + * tags: [Dashboard] + * security: + * - bearerAuth: [] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * description: Organization ID + * responses: + * 200: + * description: Dashboard data retrieved successfully + * content: + * application/json: + * schema: + * $ref: '#/components/schemas/DashboardResponse' + * 400: + * description: Missing organization ID + * 401: + * description: Unauthorized + * 403: + * description: Access denied to organization + * 500: + * description: Internal server error + */ +router.get('/', verifyToken, requireOrganization, async (req, res) => { + try { + const userId = req.userId; + const organizationId = req.organizationId; + + // Fetch dashboard metrics - parallel execution for performance + const [ + totalLeads, + totalOpportunities, + totalAccounts, + totalContacts, + pendingTasks, + recentLeads, + recentOpportunities, + upcomingTasks, + recentActivities + ] = await Promise.all([ + // Count metrics + prisma.lead.count({ + where: { organizationId, isConverted: false } + }), + prisma.opportunity.count({ + where: { organizationId, stage: { not: 'CLOSED_WON' } } + }), + prisma.account.count({ + where: { organizationId, isActive: true } + }), + prisma.contact.count({ + where: { organizationId } + }), + prisma.task.count({ + where: { + organizationId, + status: { not: 'Completed' }, + ownerId: userId + } + }), + + // Recent data + prisma.lead.findMany({ + where: { organizationId }, + orderBy: { createdAt: 'desc' }, + take: 5, + select: { + id: true, + firstName: true, + lastName: true, + company: true, + status: true, + createdAt: true + } + }), + prisma.opportunity.findMany({ + where: { organizationId }, + orderBy: { createdAt: 'desc' }, + take: 5, + include: { + account: { + select: { name: true } + } + } + }), + prisma.task.findMany({ + where: { + organizationId, + ownerId: userId, + status: { not: 'Completed' }, + dueDate: { gte: new Date() } + }, + orderBy: { dueDate: 'asc' }, + take: 5, + select: { + id: true, + subject: true, + status: true, + priority: true, + dueDate: true + } + }), + prisma.auditLog.findMany({ + where: { organizationId }, + orderBy: { timestamp: 'desc' }, + take: 10, + include: { + user: { + select: { name: true } + } + } + }) + ]); + + // Calculate opportunity revenue + const opportunityRevenue = await prisma.opportunity.aggregate({ + where: { organizationId }, + _sum: { amount: true } + }); + + const response = { + success: true, + metrics: { + totalLeads, + totalOpportunities, + totalAccounts, + totalContacts, + pendingTasks, + opportunityRevenue: opportunityRevenue._sum.amount || 0 + }, + recentData: { + leads: recentLeads, + opportunities: recentOpportunities, + tasks: upcomingTasks, + activities: recentActivities + } + }; + + res.json(response); + } catch (error) { + console.error('Dashboard API error:', error); + res.status(500).json({ + success: false, + error: 'Failed to load dashboard data' + }); + } +}); + +/** + * @swagger + * /dashboard/metrics: + * get: + * summary: Get dashboard metrics only (lightweight endpoint) + * tags: [Dashboard] + * security: + * - bearerAuth: [] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * description: Organization ID + * responses: + * 200: + * description: Dashboard metrics retrieved successfully + * content: + * application/json: + * schema: + * type: object + * properties: + * success: + * type: boolean + * metrics: + * $ref: '#/components/schemas/DashboardMetrics' + * 400: + * description: Missing organization ID + * 401: + * description: Unauthorized + * 403: + * description: Access denied to organization + * 500: + * description: Internal server error + */ +router.get('/metrics', verifyToken, requireOrganization, async (req, res) => { + try { + const userId = req.userId; + const organizationId = req.organizationId; + + // Fetch only metrics for lightweight response + const [ + totalLeads, + totalOpportunities, + totalAccounts, + totalContacts, + pendingTasks, + opportunityRevenue + ] = await Promise.all([ + prisma.lead.count({ + where: { organizationId, isConverted: false } + }), + prisma.opportunity.count({ + where: { organizationId, stage: { not: 'CLOSED_WON' } } + }), + prisma.account.count({ + where: { organizationId, isActive: true } + }), + prisma.contact.count({ + where: { organizationId } + }), + prisma.task.count({ + where: { + organizationId, + status: { not: 'Completed' }, + ownerId: userId + } + }), + prisma.opportunity.aggregate({ + where: { organizationId }, + _sum: { amount: true } + }) + ]); + + const response = { + success: true, + metrics: { + totalLeads, + totalOpportunities, + totalAccounts, + totalContacts, + pendingTasks, + opportunityRevenue: opportunityRevenue._sum.amount || 0 + } + }; + + res.json(response); + } catch (error) { + console.error('Dashboard metrics API error:', error); + res.status(500).json({ + success: false, + error: 'Failed to load dashboard metrics' + }); + } +}); + +export default router; \ No newline at end of file diff --git a/api/routes/leads.js b/api/routes/leads.js new file mode 100644 index 0000000..72de36e --- /dev/null +++ b/api/routes/leads.js @@ -0,0 +1,511 @@ +import express from 'express'; +import { PrismaClient } from '@prisma/client'; +import { verifyToken, requireOrganization } from '../middleware/auth.js'; + +const router = express.Router(); +const prisma = new PrismaClient(); + +router.use(verifyToken); +router.use(requireOrganization); + +/** + * @swagger + * /leads/metadata: + * get: + * summary: Get leads metadata (enums, options, etc.) + * tags: [Leads] + * responses: + * 200: + * description: Leads metadata + * content: + * application/json: + * schema: + * type: object + * properties: + * leadStatuses: + * type: array + * items: + * type: string + * leadSources: + * type: array + * items: + * type: string + * ratings: + * type: array + * items: + * type: string + * industries: + * type: array + * items: + * type: string + */ +router.get('/metadata', async (req, res) => { + try { + const metadata = { + leadStatuses: [ + 'NEW', + 'PENDING', + 'CONTACTED', + 'QUALIFIED', + 'UNQUALIFIED', + 'CONVERTED' + ], + leadSources: [ + 'WEB', + 'PHONE_INQUIRY', + 'PARTNER_REFERRAL', + 'COLD_CALL', + 'TRADE_SHOW', + 'EMPLOYEE_REFERRAL', + 'ADVERTISEMENT', + 'OTHER' + ], + ratings: [ + 'Hot', + 'Warm', + 'Cold' + ], + industries: [ + 'Technology', + 'Healthcare', + 'Finance', + 'Education', + 'Manufacturing', + 'Retail', + 'Real Estate', + 'Consulting', + 'Media', + 'Transportation', + 'Energy', + 'Government', + 'Non-profit', + 'Other' + ] + }; + + res.json(metadata); + } catch (error) { + console.error('Get leads metadata error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * components: + * schemas: + * Lead: + * type: object + * properties: + * id: + * type: string + * firstName: + * type: string + * lastName: + * type: string + * email: + * type: string + * phone: + * type: string + * company: + * type: string + * title: + * type: string + * status: + * type: string + * enum: [NEW, PENDING, CONTACTED, QUALIFIED, UNQUALIFIED, CONVERTED] + * leadSource: + * type: string + * enum: [WEB, PHONE_INQUIRY, PARTNER_REFERRAL, COLD_CALL, TRADE_SHOW, EMPLOYEE_REFERRAL, ADVERTISEMENT, OTHER] + * industry: + * type: string + * rating: + * type: string + * enum: [Hot, Warm, Cold] + * description: + * type: string + * isConverted: + * type: boolean + * convertedAt: + * type: string + * format: date-time + * createdAt: + * type: string + * format: date-time + * updatedAt: + * type: string + * format: date-time + */ + +/** + * @swagger + * /leads: + * get: + * summary: Get all leads for organization + * tags: [Leads] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * - in: query + * name: page + * schema: + * type: integer + * default: 1 + * - in: query + * name: limit + * schema: + * type: integer + * default: 10 + * - in: query + * name: search + * schema: + * type: string + * description: Search by name, email, or company + * - in: query + * name: status + * schema: + * type: string + * enum: [NEW, PENDING, CONTACTED, QUALIFIED, UNQUALIFIED, CONVERTED] + * description: Filter by lead status + * - in: query + * name: leadSource + * schema: + * type: string + * enum: [WEB, PHONE_INQUIRY, PARTNER_REFERRAL, COLD_CALL, TRADE_SHOW, EMPLOYEE_REFERRAL, ADVERTISEMENT, OTHER] + * description: Filter by lead source + * - in: query + * name: industry + * schema: + * type: string + * description: Filter by industry + * - in: query + * name: rating + * schema: + * type: string + * enum: [Hot, Warm, Cold] + * description: Filter by rating + * - in: query + * name: converted + * schema: + * type: boolean + * description: Filter by conversion status + * responses: + * 200: + * description: List of leads + * content: + * application/json: + * schema: + * type: object + * properties: + * leads: + * type: array + * items: + * $ref: '#/components/schemas/Lead' + * pagination: + * type: object + */ +router.get('/', async (req, res) => { + try { + const page = parseInt(req.query.page) || 1; + const limit = parseInt(req.query.limit) || 10; + const skip = (page - 1) * limit; + + const { + search, + status, + leadSource, + industry, + rating, + converted + } = req.query; + + // Build where clause for filtering + let whereClause = { + organizationId: req.organizationId + }; + + // Add search filter (search in firstName, lastName, email, company) + if (search) { + whereClause.OR = [ + { + firstName: { + contains: search, + mode: 'insensitive' + } + }, + { + lastName: { + contains: search, + mode: 'insensitive' + } + }, + { + email: { + contains: search, + mode: 'insensitive' + } + }, + { + company: { + contains: search, + mode: 'insensitive' + } + } + ]; + } + + // Add status filter + if (status) { + whereClause.status = status; + } + + // Add leadSource filter + if (leadSource) { + whereClause.leadSource = leadSource; + } + + // Add industry filter + if (industry) { + whereClause.industry = { + contains: industry, + mode: 'insensitive' + }; + } + + // Add rating filter + if (rating) { + whereClause.rating = rating; + } + + // Add converted filter + if (converted !== undefined) { + whereClause.isConverted = converted === 'true'; + } + + const [leads, total] = await Promise.all([ + prisma.lead.findMany({ + where: whereClause, + skip, + take: limit, + orderBy: { createdAt: 'desc' }, + include: { + owner: { + select: { id: true, name: true, email: true } + } + } + }), + prisma.lead.count({ + where: whereClause + }) + ]); + + // Calculate pagination info + const totalPages = Math.ceil(total / limit); + const hasNext = page < totalPages; + const hasPrev = page > 1; + + res.json({ + success: true, + leads, + pagination: { + page, + limit, + total, + totalPages, + hasNext, + hasPrev + } + }); + } catch (error) { + console.error('Get leads error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /leads/{id}: + * get: + * summary: Get lead by ID + * tags: [Leads] + * parameters: + * - in: path + * name: id + * required: true + * schema: + * type: string + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * responses: + * 200: + * description: Lead details + * content: + * application/json: + * schema: + * $ref: '#/components/schemas/Lead' + * 404: + * description: Lead not found + */ +router.get('/:id', async (req, res) => { + try { + const lead = await prisma.lead.findFirst({ + where: { + id: req.params.id, + organizationId: req.organizationId + }, + include: { + owner: { + select: { id: true, name: true, email: true } + } + } + }); + + if (!lead) { + return res.status(404).json({ error: 'Lead not found' }); + } + + res.json(lead); + } catch (error) { + console.error('Get lead error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /leads: + * post: + * summary: Create a new lead + * tags: [Leads] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * requestBody: + * required: true + * content: + * application/json: + * schema: + * type: object + * required: + * - firstName + * - lastName + * - email + * properties: + * firstName: + * type: string + * lastName: + * type: string + * email: + * type: string + * phone: + * type: string + * company: + * type: string + * title: + * type: string + * status: + * type: string + * enum: [NEW, PENDING, CONTACTED, QUALIFIED, UNQUALIFIED, CONVERTED] + * leadSource: + * type: string + * enum: [WEB, PHONE_INQUIRY, PARTNER_REFERRAL, COLD_CALL, TRADE_SHOW, EMPLOYEE_REFERRAL, ADVERTISEMENT, OTHER] + * industry: + * type: string + * rating: + * type: string + * enum: [Hot, Warm, Cold] + * description: + * type: string + * responses: + * 201: + * description: Lead created successfully + * 400: + * description: Invalid input + */ +router.post('/', async (req, res) => { + try { + const { + firstName, + lastName, + email, + phone, + company, + title, + status, + leadSource, + industry, + rating, + description + } = req.body; + + if (!firstName || !lastName || !email) { + return res.status(400).json({ error: 'First name, last name, and email are required' }); + } + + // Validate email format + const emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/; + if (!emailRegex.test(email)) { + return res.status(400).json({ error: 'Invalid email format' }); + } + + // Validate status if provided + const validStatuses = ['NEW', 'PENDING', 'CONTACTED', 'QUALIFIED', 'UNQUALIFIED', 'CONVERTED']; + if (status && !validStatuses.includes(status)) { + return res.status(400).json({ error: 'Invalid status value' }); + } + + // Validate leadSource if provided + const validSources = ['WEB', 'PHONE_INQUIRY', 'PARTNER_REFERRAL', 'COLD_CALL', 'TRADE_SHOW', 'EMPLOYEE_REFERRAL', 'ADVERTISEMENT', 'OTHER']; + if (leadSource && !validSources.includes(leadSource)) { + return res.status(400).json({ error: 'Invalid lead source value' }); + } + + // Validate rating if provided + const validRatings = ['Hot', 'Warm', 'Cold']; + if (rating && !validRatings.includes(rating)) { + return res.status(400).json({ error: 'Invalid rating value' }); + } + + const lead = await prisma.lead.create({ + data: { + firstName: firstName.trim(), + lastName: lastName.trim(), + email: email.trim().toLowerCase(), + phone: phone?.trim() || null, + company: company?.trim() || null, + title: title?.trim() || null, + status: status || 'PENDING', + leadSource: leadSource || null, + industry: industry?.trim() || null, + rating: rating || null, + description: description?.trim() || null, + organizationId: req.organizationId, + ownerId: req.userId + }, + include: { + owner: { + select: { id: true, name: true, email: true } + } + } + }); + + res.status(201).json(lead); + } catch (error) { + console.error('Create lead error:', error); + if (error.code === 'P2002') { + return res.status(409).json({ error: 'A lead with this email already exists in this organization' }); + } + res.status(500).json({ error: 'Internal server error' }); + } +}); + +export default router; \ No newline at end of file diff --git a/api/routes/opportunities.js b/api/routes/opportunities.js new file mode 100644 index 0000000..9c16649 --- /dev/null +++ b/api/routes/opportunities.js @@ -0,0 +1,136 @@ +import express from 'express'; +import { PrismaClient } from '@prisma/client'; +import { verifyToken, requireOrganization } from '../middleware/auth.js'; + +const router = express.Router(); +const prisma = new PrismaClient(); + +router.use(verifyToken); +router.use(requireOrganization); + +/** + * @swagger + * /opportunities: + * get: + * summary: Get all opportunities for organization + * tags: [Opportunities] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * responses: + * 200: + * description: List of opportunities + */ +router.get('/', async (req, res) => { + try { + const opportunities = await prisma.opportunity.findMany({ + where: { organizationId: req.organizationId }, + orderBy: { createdAt: 'desc' }, + include: { + account: { + select: { id: true, name: true } + }, + owner: { + select: { id: true, firstName: true, lastName: true, email: true } + } + } + }); + + res.json({ opportunities }); + } catch (error) { + console.error('Get opportunities error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /opportunities: + * post: + * summary: Create a new opportunity + * tags: [Opportunities] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * requestBody: + * required: true + * content: + * application/json: + * schema: + * type: object + * required: + * - name + * - amount + * - closeDate + * - stage + * properties: + * name: + * type: string + * amount: + * type: number + * closeDate: + * type: string + * format: date + * stage: + * type: string + * accountId: + * type: string + * responses: + * 201: + * description: Opportunity created successfully + */ +router.post('/', async (req, res) => { + try { + const { name, amount, closeDate, stage, accountId } = req.body; + + if (!name || !amount || !closeDate || !stage) { + return res.status(400).json({ error: 'Name, amount, close date, and stage are required' }); + } + + if (accountId) { + const account = await prisma.account.findFirst({ + where: { + id: accountId, + organizationId: req.organizationId + } + }); + + if (!account) { + return res.status(400).json({ error: 'Account not found in your organization' }); + } + } + + const opportunity = await prisma.opportunity.create({ + data: { + name, + amount: parseFloat(amount), + closeDate: new Date(closeDate), + stage, + accountId, + organizationId: req.organizationId, + ownerId: req.userId + }, + include: { + account: { + select: { id: true, name: true } + }, + owner: { + select: { id: true, firstName: true, lastName: true, email: true } + } + } + }); + + res.status(201).json(opportunity); + } catch (error) { + console.error('Create opportunity error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +export default router; \ No newline at end of file diff --git a/api/routes/organizations.js b/api/routes/organizations.js new file mode 100644 index 0000000..5fcdaff --- /dev/null +++ b/api/routes/organizations.js @@ -0,0 +1,390 @@ +import express from 'express'; +import { PrismaClient } from '@prisma/client'; +import { verifyToken } from '../middleware/auth.js'; + +const router = express.Router(); +const prisma = new PrismaClient(); + +/** + * @swagger + * components: + * schemas: + * Organization: + * type: object + * properties: + * id: + * type: string + * name: + * type: string + * domain: + * type: string + * logo: + * type: string + * website: + * type: string + * industry: + * type: string + * description: + * type: string + * isActive: + * type: boolean + * createdAt: + * type: string + * format: date-time + * updatedAt: + * type: string + * format: date-time + * userRole: + * type: string + * enum: [ADMIN, USER] + * CreateOrganizationRequest: + * type: object + * required: + * - name + * properties: + * name: + * type: string + * domain: + * type: string + * logo: + * type: string + * website: + * type: string + * industry: + * type: string + * description: + * type: string + */ + +/** + * @swagger + * /organizations: + * get: + * summary: Get organizations list for the authenticated user + * tags: [Organizations] + * security: + * - bearerAuth: [] + * parameters: + * - in: query + * name: page + * schema: + * type: integer + * minimum: 1 + * default: 1 + * description: Page number for pagination + * - in: query + * name: limit + * schema: + * type: integer + * minimum: 1 + * maximum: 100 + * default: 10 + * description: Number of organizations per page + * - in: query + * name: search + * schema: + * type: string + * description: Search term to filter organizations by name + * - in: query + * name: industry + * schema: + * type: string + * description: Filter by industry + * - in: query + * name: active + * schema: + * type: boolean + * description: Filter by active status + * responses: + * 200: + * description: List of organizations + * content: + * application/json: + * schema: + * type: object + * properties: + * success: + * type: boolean + * organizations: + * type: array + * items: + * $ref: '#/components/schemas/Organization' + * pagination: + * type: object + * properties: + * page: + * type: integer + * limit: + * type: integer + * total: + * type: integer + * totalPages: + * type: integer + * hasNext: + * type: boolean + * hasPrev: + * type: boolean + * 401: + * description: Unauthorized + * 500: + * description: Internal server error + */ +router.get('/', verifyToken, async (req, res) => { + try { + const userId = req.userId; + const { + page = 1, + limit = 10, + search, + industry, + active + } = req.query; + + // Validate pagination parameters + const pageNum = Math.max(1, parseInt(page) || 1); + const limitNum = Math.min(100, Math.max(1, parseInt(limit) || 10)); + const skip = (pageNum - 1) * limitNum; + + // Build where clause for filtering + let whereClause = { + users: { + some: { + userId: userId + } + } + }; + + // Add search filter + if (search) { + whereClause.name = { + contains: search, + mode: 'insensitive' + }; + } + + // Add industry filter + if (industry) { + whereClause.industry = { + contains: industry, + mode: 'insensitive' + }; + } + + // Add active status filter + if (active !== undefined) { + whereClause.isActive = active === 'true'; + } + + // Get organizations with user role + const [organizations, totalCount] = await Promise.all([ + prisma.organization.findMany({ + where: whereClause, + include: { + users: { + where: { + userId: userId + }, + select: { + role: true, + joinedAt: true + } + } + }, + orderBy: { + name: 'asc' + }, + skip: skip, + take: limitNum + }), + prisma.organization.count({ + where: whereClause + }) + ]); + + // Format response + const formattedOrganizations = organizations.map(org => ({ + id: org.id, + name: org.name, + domain: org.domain, + logo: org.logo, + website: org.website, + industry: org.industry, + description: org.description, + isActive: org.isActive, + createdAt: org.createdAt, + updatedAt: org.updatedAt, + userRole: org.users[0]?.role || 'USER', + joinedAt: org.users[0]?.joinedAt + })); + + // Calculate pagination info + const totalPages = Math.ceil(totalCount / limitNum); + const hasNext = pageNum < totalPages; + const hasPrev = pageNum > 1; + + res.json({ + success: true, + organizations: formattedOrganizations, + pagination: { + page: pageNum, + limit: limitNum, + total: totalCount, + totalPages, + hasNext, + hasPrev + } + }); + + } catch (error) { + console.error('Organizations list error:', error); + res.status(500).json({ + success: false, + error: 'Internal server error' + }); + } +}); + +/** + * @swagger + * /organizations: + * post: + * summary: Create a new organization + * tags: [Organizations] + * security: + * - bearerAuth: [] + * requestBody: + * required: true + * content: + * application/json: + * schema: + * $ref: '#/components/schemas/CreateOrganizationRequest' + * responses: + * 201: + * description: Organization created successfully + * content: + * application/json: + * schema: + * type: object + * properties: + * success: + * type: boolean + * organization: + * $ref: '#/components/schemas/Organization' + * 400: + * description: Bad request - validation error + * 401: + * description: Unauthorized + * 409: + * description: Organization with this name already exists + * 500: + * description: Internal server error + */ +router.post('/', verifyToken, async (req, res) => { + try { + const userId = req.userId; + const { + name, + domain, + logo, + website, + industry, + description + } = req.body; + + // Validate required fields + if (!name || !name.trim()) { + return res.status(400).json({ + success: false, + error: 'Organization name is required' + }); + } + + // Check if organization with this name already exists + const existingOrg = await prisma.organization.findFirst({ + where: { + name: { + equals: name.trim(), + mode: 'insensitive' + } + } + }); + + if (existingOrg) { + return res.status(409).json({ + success: false, + error: 'Organization with this name already exists' + }); + } + + // Validate website URL format if provided + if (website && website.trim()) { + try { + new URL(website.trim()); + } catch (error) { + return res.status(400).json({ + success: false, + error: 'Invalid website URL format' + }); + } + } + + // Create organization and add user as admin + const organization = await prisma.organization.create({ + data: { + name: name.trim(), + domain: domain?.trim() || null, + logo: logo?.trim() || null, + website: website?.trim() || null, + industry: industry?.trim() || null, + description: description?.trim() || null, + users: { + create: { + userId: userId, + role: 'ADMIN' + } + } + }, + include: { + users: { + where: { + userId: userId + }, + select: { + role: true, + joinedAt: true + } + } + } + }); + + // Format response + const formattedOrganization = { + id: organization.id, + name: organization.name, + domain: organization.domain, + logo: organization.logo, + website: organization.website, + industry: organization.industry, + description: organization.description, + isActive: organization.isActive, + createdAt: organization.createdAt, + updatedAt: organization.updatedAt, + userRole: organization.users[0]?.role || 'ADMIN', + joinedAt: organization.users[0]?.joinedAt + }; + + res.status(201).json({ + success: true, + organization: formattedOrganization + }); + + } catch (error) { + console.error('Organization creation error:', error); + res.status(500).json({ + success: false, + error: 'Internal server error' + }); + } +}); + +export default router; diff --git a/api/routes/tasks.js b/api/routes/tasks.js new file mode 100644 index 0000000..057c090 --- /dev/null +++ b/api/routes/tasks.js @@ -0,0 +1,863 @@ +import express from 'express'; +import { PrismaClient } from '@prisma/client'; +import { verifyToken, requireOrganization } from '../middleware/auth.js'; + +const router = express.Router(); +const prisma = new PrismaClient(); + +router.use(verifyToken); +router.use(requireOrganization); + +/** + * @swagger + * components: + * schemas: + * Task: + * type: object + * properties: + * id: + * type: string + * subject: + * type: string + * status: + * type: string + * enum: [Not Started, In Progress, Completed, Deferred, Waiting] + * priority: + * type: string + * enum: [High, Normal, Low] + * dueDate: + * type: string + * format: date-time + * description: + * type: string + * createdAt: + * type: string + * format: date-time + * updatedAt: + * type: string + * format: date-time + */ + +/** + * @swagger + * /tasks: + * get: + * summary: Get all tasks for organization + * tags: [Tasks] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * - in: query + * name: status + * schema: + * type: string + * description: Filter tasks by status + * - in: query + * name: priority + * schema: + * type: string + * description: Filter tasks by priority + * - in: query + * name: ownerId + * schema: + * type: string + * description: Filter tasks by owner ID + * - in: query + * name: accountId + * schema: + * type: string + * description: Filter tasks by account ID + * - in: query + * name: contactId + * schema: + * type: string + * description: Filter tasks by contact ID + * - in: query + * name: leadId + * schema: + * type: string + * description: Filter tasks by lead ID + * - in: query + * name: opportunityId + * schema: + * type: string + * description: Filter tasks by opportunity ID + * - in: query + * name: caseId + * schema: + * type: string + * description: Filter tasks by case ID + * - in: query + * name: limit + * schema: + * type: integer + * default: 50 + * description: Limit number of results + * - in: query + * name: offset + * schema: + * type: integer + * default: 0 + * description: Offset for pagination + * responses: + * 200: + * description: List of tasks + */ +router.get('/', async (req, res) => { + try { + const { + status, + priority, + ownerId, + accountId, + contactId, + leadId, + opportunityId, + caseId, + limit = 50, + offset = 0 + } = req.query; + + // Build where clause for filtering + const where = { + organizationId: req.organizationId, + ...(status && { status }), + ...(priority && { priority }), + ...(ownerId && { ownerId }), + ...(accountId && { accountId }), + ...(contactId && { contactId }), + ...(leadId && { leadId }), + ...(opportunityId && { opportunityId }), + ...(caseId && { caseId }) + }; + + const tasks = await prisma.task.findMany({ + where, + orderBy: { createdAt: 'desc' }, + take: parseInt(limit), + skip: parseInt(offset), + include: { + owner: { + select: { id: true, name: true, email: true } + }, + createdBy: { + select: { id: true, name: true, email: true } + }, + account: { + select: { id: true, name: true, type: true } + }, + contact: { + select: { id: true, firstName: true, lastName: true, email: true } + }, + lead: { + select: { id: true, firstName: true, lastName: true, email: true, company: true } + }, + opportunity: { + select: { id: true, name: true, amount: true, status: true } + }, + case: { + select: { id: true, caseNumber: true, subject: true, status: true } + } + } + }); + + // Get total count for pagination + const totalCount = await prisma.task.count({ where }); + + res.json({ + tasks, + pagination: { + total: totalCount, + limit: parseInt(limit), + offset: parseInt(offset), + hasMore: parseInt(offset) + parseInt(limit) < totalCount + } + }); + } catch (error) { + console.error('Get tasks error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /tasks: + * post: + * summary: Create a new task + * tags: [Tasks] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * requestBody: + * required: true + * content: + * application/json: + * schema: + * type: object + * required: + * - subject + * properties: + * subject: + * type: string + * status: + * type: string + * enum: [Not Started, In Progress, Completed, Deferred, Waiting] + * default: Not Started + * priority: + * type: string + * enum: [High, Normal, Low] + * default: Normal + * dueDate: + * type: string + * format: date-time + * description: + * type: string + * ownerId: + * type: string + * description: UUID of the user who owns this task + * accountId: + * type: string + * description: UUID of the related account + * contactId: + * type: string + * description: UUID of the related contact + * leadId: + * type: string + * description: UUID of the related lead + * opportunityId: + * type: string + * description: UUID of the related opportunity + * caseId: + * type: string + * description: UUID of the related case + * responses: + * 201: + * description: Task created successfully + * 400: + * description: Validation error + */ +router.post('/', async (req, res) => { + try { + const { + subject, + status = 'Not Started', + priority = 'Normal', + dueDate, + description, + ownerId, + accountId, + contactId, + leadId, + opportunityId, + caseId + } = req.body; + + if (!subject) { + return res.status(400).json({ error: 'Subject is required' }); + } + + // Validate status + const validStatuses = ['Not Started', 'In Progress', 'Completed', 'Deferred', 'Waiting']; + if (status && !validStatuses.includes(status)) { + return res.status(400).json({ error: 'Invalid status. Valid options: ' + validStatuses.join(', ') }); + } + + // Validate priority + const validPriorities = ['High', 'Normal', 'Low']; + if (priority && !validPriorities.includes(priority)) { + return res.status(400).json({ error: 'Invalid priority. Valid options: ' + validPriorities.join(', ') }); + } + + // Validate owner exists in organization + let owner = null; + const finalOwnerId = ownerId || req.userId; // Default to current user if no owner specified + + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: finalOwnerId, + organizationId: req.organizationId + }, + include: { + user: true + } + }); + + if (!userOrg) { + return res.status(400).json({ error: 'Owner must be a member of this organization' }); + } + + // Validate related entities if provided + if (accountId) { + const account = await prisma.account.findFirst({ + where: { + id: accountId, + organizationId: req.organizationId + } + }); + if (!account) { + return res.status(400).json({ error: 'Account not found in your organization' }); + } + } + + if (contactId) { + const contact = await prisma.contact.findFirst({ + where: { + id: contactId, + organizationId: req.organizationId + } + }); + if (!contact) { + return res.status(400).json({ error: 'Contact not found in your organization' }); + } + } + + if (leadId) { + const lead = await prisma.lead.findFirst({ + where: { + id: leadId, + organizationId: req.organizationId + } + }); + if (!lead) { + return res.status(400).json({ error: 'Lead not found in your organization' }); + } + } + + if (opportunityId) { + const opportunity = await prisma.opportunity.findFirst({ + where: { + id: opportunityId, + organizationId: req.organizationId + } + }); + if (!opportunity) { + return res.status(400).json({ error: 'Opportunity not found in your organization' }); + } + } + + if (caseId) { + const caseRecord = await prisma.case.findFirst({ + where: { + id: caseId, + organizationId: req.organizationId + } + }); + if (!caseRecord) { + return res.status(400).json({ error: 'Case not found in your organization' }); + } + } + + // Create the task + const task = await prisma.task.create({ + data: { + subject, + status, + priority, + dueDate: dueDate ? new Date(dueDate) : null, + description: description || null, + ownerId: finalOwnerId, + createdById: req.userId, + organizationId: req.organizationId, + accountId: accountId || null, + contactId: contactId || null, + leadId: leadId || null, + opportunityId: opportunityId || null, + caseId: caseId || null + }, + include: { + owner: { + select: { id: true, name: true, email: true } + }, + createdBy: { + select: { id: true, name: true, email: true } + }, + account: { + select: { id: true, name: true, type: true } + }, + contact: { + select: { id: true, firstName: true, lastName: true, email: true } + }, + lead: { + select: { id: true, firstName: true, lastName: true, email: true, company: true } + }, + opportunity: { + select: { id: true, name: true, amount: true, status: true } + }, + case: { + select: { id: true, caseNumber: true, subject: true, status: true } + } + } + }); + + res.status(201).json(task); + } catch (error) { + console.error('Create task error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /tasks/{id}: + * get: + * summary: Get a specific task by ID + * tags: [Tasks] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * - in: path + * name: id + * required: true + * schema: + * type: string + * description: Task ID + * responses: + * 200: + * description: Task details + * 404: + * description: Task not found + */ +router.get('/:id', async (req, res) => { + try { + const { id } = req.params; + + const task = await prisma.task.findFirst({ + where: { + id: id, + organizationId: req.organizationId + }, + include: { + owner: { + select: { id: true, name: true, email: true } + }, + createdBy: { + select: { id: true, name: true, email: true } + }, + account: { + select: { id: true, name: true, type: true, website: true, phone: true } + }, + contact: { + select: { id: true, firstName: true, lastName: true, email: true, phone: true, title: true } + }, + lead: { + select: { id: true, firstName: true, lastName: true, email: true, phone: true, company: true, status: true } + }, + opportunity: { + select: { id: true, name: true, amount: true, status: true, stage: true, closeDate: true } + }, + case: { + select: { id: true, caseNumber: true, subject: true, status: true, priority: true } + }, + comments: { + include: { + author: { + select: { id: true, name: true, email: true } + } + }, + orderBy: { createdAt: 'desc' } + }, + organization: { + select: { id: true, name: true } + } + } + }); + + if (!task) { + return res.status(404).json({ error: 'Task not found' }); + } + + res.json(task); + } catch (error) { + console.error('Get task details error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /tasks/{id}: + * put: + * summary: Update a specific task + * tags: [Tasks] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * - in: path + * name: id + * required: true + * schema: + * type: string + * description: Task ID + * requestBody: + * required: true + * content: + * application/json: + * schema: + * type: object + * properties: + * subject: + * type: string + * status: + * type: string + * enum: [Not Started, In Progress, Completed, Deferred, Waiting] + * priority: + * type: string + * enum: [High, Normal, Low] + * dueDate: + * type: string + * format: date-time + * description: + * type: string + * ownerId: + * type: string + * description: UUID of the user who owns this task + * accountId: + * type: string + * description: UUID of the related account + * contactId: + * type: string + * description: UUID of the related contact + * leadId: + * type: string + * description: UUID of the related lead + * opportunityId: + * type: string + * description: UUID of the related opportunity + * caseId: + * type: string + * description: UUID of the related case + * responses: + * 200: + * description: Task updated successfully + * 400: + * description: Validation error + * 404: + * description: Task not found + */ +router.put('/:id', async (req, res) => { + try { + const { id } = req.params; + const { + subject, + status, + priority, + dueDate, + description, + ownerId, + accountId, + contactId, + leadId, + opportunityId, + caseId + } = req.body; + + // Check if task exists and belongs to organization + const existingTask = await prisma.task.findFirst({ + where: { + id: id, + organizationId: req.organizationId + } + }); + + if (!existingTask) { + return res.status(404).json({ error: 'Task not found' }); + } + + // Validate status if provided + if (status) { + const validStatuses = ['Not Started', 'In Progress', 'Completed', 'Deferred', 'Waiting']; + if (!validStatuses.includes(status)) { + return res.status(400).json({ error: 'Invalid status. Valid options: ' + validStatuses.join(', ') }); + } + } + + // Validate priority if provided + if (priority) { + const validPriorities = ['High', 'Normal', 'Low']; + if (!validPriorities.includes(priority)) { + return res.status(400).json({ error: 'Invalid priority. Valid options: ' + validPriorities.join(', ') }); + } + } + + // Validate owner exists in organization if provided + if (ownerId) { + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: ownerId, + organizationId: req.organizationId + } + }); + + if (!userOrg) { + return res.status(400).json({ error: 'Owner must be a member of this organization' }); + } + } + + // Validate related entities if provided + if (accountId !== undefined) { + if (accountId) { + const account = await prisma.account.findFirst({ + where: { + id: accountId, + organizationId: req.organizationId + } + }); + if (!account) { + return res.status(400).json({ error: 'Account not found in your organization' }); + } + } + } + + if (contactId !== undefined) { + if (contactId) { + const contact = await prisma.contact.findFirst({ + where: { + id: contactId, + organizationId: req.organizationId + } + }); + if (!contact) { + return res.status(400).json({ error: 'Contact not found in your organization' }); + } + } + } + + if (leadId !== undefined) { + if (leadId) { + const lead = await prisma.lead.findFirst({ + where: { + id: leadId, + organizationId: req.organizationId + } + }); + if (!lead) { + return res.status(400).json({ error: 'Lead not found in your organization' }); + } + } + } + + if (opportunityId !== undefined) { + if (opportunityId) { + const opportunity = await prisma.opportunity.findFirst({ + where: { + id: opportunityId, + organizationId: req.organizationId + } + }); + if (!opportunity) { + return res.status(400).json({ error: 'Opportunity not found in your organization' }); + } + } + } + + if (caseId !== undefined) { + if (caseId) { + const caseRecord = await prisma.case.findFirst({ + where: { + id: caseId, + organizationId: req.organizationId + } + }); + if (!caseRecord) { + return res.status(400).json({ error: 'Case not found in your organization' }); + } + } + } + + // Build update data object + const updateData = {}; + if (subject !== undefined) updateData.subject = subject; + if (status !== undefined) updateData.status = status; + if (priority !== undefined) updateData.priority = priority; + if (dueDate !== undefined) updateData.dueDate = dueDate ? new Date(dueDate) : null; + if (description !== undefined) updateData.description = description; + if (ownerId !== undefined) updateData.ownerId = ownerId; + if (accountId !== undefined) updateData.accountId = accountId; + if (contactId !== undefined) updateData.contactId = contactId; + if (leadId !== undefined) updateData.leadId = leadId; + if (opportunityId !== undefined) updateData.opportunityId = opportunityId; + if (caseId !== undefined) updateData.caseId = caseId; + + // Update the task + const task = await prisma.task.update({ + where: { id: id }, + data: updateData, + include: { + owner: { + select: { id: true, name: true, email: true } + }, + createdBy: { + select: { id: true, name: true, email: true } + }, + account: { + select: { id: true, name: true, type: true } + }, + contact: { + select: { id: true, firstName: true, lastName: true, email: true } + }, + lead: { + select: { id: true, firstName: true, lastName: true, email: true, company: true } + }, + opportunity: { + select: { id: true, name: true, amount: true, status: true } + }, + case: { + select: { id: true, caseNumber: true, subject: true, status: true } + } + } + }); + + res.json(task); + } catch (error) { + console.error('Update task error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /tasks/{id}: + * delete: + * summary: Delete a specific task + * tags: [Tasks] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * - in: path + * name: id + * required: true + * schema: + * type: string + * description: Task ID + * responses: + * 200: + * description: Task deleted successfully + * 404: + * description: Task not found + */ +router.delete('/:id', async (req, res) => { + try { + const { id } = req.params; + + // Check if task exists and belongs to organization + const existingTask = await prisma.task.findFirst({ + where: { + id: id, + organizationId: req.organizationId + } + }); + + if (!existingTask) { + return res.status(404).json({ error: 'Task not found' }); + } + + // Delete the task (this will also cascade delete related comments due to schema relationship) + await prisma.task.delete({ + where: { id: id } + }); + + res.json({ message: 'Task deleted successfully' }); + } catch (error) { + console.error('Delete task error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +/** + * @swagger + * /tasks/{id}/comments: + * post: + * summary: Add a comment to a task + * tags: [Tasks] + * parameters: + * - in: header + * name: X-Organization-ID + * required: true + * schema: + * type: string + * - in: path + * name: id + * required: true + * schema: + * type: string + * description: Task ID + * requestBody: + * required: true + * content: + * application/json: + * schema: + * type: object + * required: + * - body + * properties: + * body: + * type: string + * isPrivate: + * type: boolean + * default: false + * responses: + * 201: + * description: Comment added successfully + * 404: + * description: Task not found + */ +router.post('/:id/comments', async (req, res) => { + try { + const { id } = req.params; + const { body, isPrivate = false } = req.body; + + if (!body) { + return res.status(400).json({ error: 'Comment body is required' }); + } + + // Check if task exists and belongs to organization + const existingTask = await prisma.task.findFirst({ + where: { + id: id, + organizationId: req.organizationId + } + }); + + if (!existingTask) { + return res.status(404).json({ error: 'Task not found' }); + } + + // Create the comment + const comment = await prisma.comment.create({ + data: { + body, + isPrivate, + authorId: req.userId, + organizationId: req.organizationId, + taskId: id + }, + include: { + author: { + select: { id: true, name: true, email: true } + } + } + }); + + res.status(201).json(comment); + } catch (error) { + console.error('Add task comment error:', error); + res.status(500).json({ error: 'Internal server error' }); + } +}); + +export default router; diff --git a/package.json b/package.json index bb48261..8b94524 100644 --- a/package.json +++ b/package.json @@ -11,31 +11,40 @@ "check": "svelte-kit sync && svelte-check --tsconfig ./jsconfig.json", "check:watch": "svelte-kit sync && svelte-check --tsconfig ./jsconfig.json --watch", "format": "prettier --write .", - "lint": "prettier --check . && eslint ." + "lint": "prettier --check . && eslint .", + "api:dev": "nodemon server.js", + "api:start": "node server.js" }, "devDependencies": { - "@eslint/compat": "^1.2.5", - "@eslint/js": "^9.18.0", - "@sveltejs/adapter-node": "^5.2.12", - "@sveltejs/kit": "^2.20.4", - "@sveltejs/vite-plugin-svelte": "^5.0.3", + "@eslint/compat": "^1.3.1", + "@eslint/js": "^9.31.0", + "@sveltejs/adapter-node": "^5.2.13", + "@sveltejs/kit": "^2.25.2", + "@sveltejs/vite-plugin-svelte": "^6.1.0", "@tailwindcss/typography": "^0.5.16", - "@tailwindcss/vite": "^4.1.2", - "eslint": "^9.18.0", - "eslint-config-prettier": "^10.0.1", - "eslint-plugin-svelte": "^3.0.0", - "flowbite": "^3.1.2", - "flowbite-svelte": "^0.48.4", - "globals": "^16.0.0", - "prettier": "^3.4.2", - "prettier-plugin-svelte": "^3.3.3", - "prettier-plugin-tailwindcss": "^0.6.11", - "prisma": "6.5.0", - "svelte": "^5.25.6", - "svelte-check": "^4.1.2", - "tailwindcss": "^4.1.2", - "typescript": "^5.0.0", - "vite": "^6.2.5" + "@tailwindcss/vite": "^4.1.11", + "@types/bcryptjs": "^3.0.0", + "@types/cors": "^2.8.19", + "@types/express": "^5.0.3", + "@types/jsonwebtoken": "^9.0.10", + "@types/morgan": "^1.9.10", + "@types/swagger-jsdoc": "^6.0.4", + "@types/swagger-ui-express": "^4.1.8", + "eslint": "^9.31.0", + "eslint-config-prettier": "^10.1.8", + "eslint-plugin-svelte": "^3.11.0", + "globals": "^16.3.0", + "nodemon": "^3.1.10", + "prettier": "^3.6.2", + "prettier-plugin-svelte": "^3.4.0", + "prettier-plugin-tailwindcss": "^0.6.14", + "prisma": "6.12.0", + "svelte": "^5.36.14", + "svelte-check": "^4.3.0", + "svelte-dnd-action": "^0.9.64", + "tailwindcss": "^4.1.11", + "typescript": "^5.8.3", + "vite": "^7.0.5" }, "pnpm": { "onlyBuiltDependencies": [ @@ -43,13 +52,27 @@ ] }, "dependencies": { - "@fortawesome/free-brands-svg-icons": "^6.7.2", - "@fortawesome/free-solid-svg-icons": "^6.7.2", - "@prisma/client": "6.5.0", - "axios": "^1.8.4", - "flowbite-svelte-blocks": "^1.1.4", - "flowbite-svelte-icons": "^2.1.0", - "svelte-fa": "^4.0.3", - "uuid": "^11.1.0" + "@lucide/svelte": "^0.525.0", + "@prisma/client": "6.12.0", + "axios": "^1.11.0", + "bcryptjs": "^3.0.2", + "cors": "^2.8.5", + "date-fns": "^4.1.0", + "dotenv": "^17.2.1", + "express": "^5.1.0", + "express-rate-limit": "^8.0.1", + "google-auth-library": "^10.2.0", + "helmet": "^8.1.0", + "jsonwebtoken": "^9.0.2", + "libphonenumber-js": "^1.12.10", + "marked": "^16.1.1", + "morgan": "^1.10.1", + "svelte-highlight": "^7.8.3", + "svelte-meta-tags": "^4.4.0", + "swagger-jsdoc": "^6.2.8", + "swagger-ui-express": "^5.0.1", + "uuid": "^11.1.0", + "winston": "^3.17.0", + "zod": "^4.0.8" } } diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml index 920d0e0..146bea0 100644 --- a/pnpm-lock.yaml +++ b/pnpm-lock.yaml @@ -8,97 +8,160 @@ importers: .: dependencies: - '@fortawesome/free-brands-svg-icons': - specifier: ^6.7.2 - version: 6.7.2 - '@fortawesome/free-solid-svg-icons': - specifier: ^6.7.2 - version: 6.7.2 + '@lucide/svelte': + specifier: ^0.525.0 + version: 0.525.0(svelte@5.36.14) '@prisma/client': - specifier: 6.5.0 - version: 6.5.0(prisma@6.5.0(typescript@5.8.3))(typescript@5.8.3) + specifier: 6.12.0 + version: 6.12.0(prisma@6.12.0(typescript@5.8.3))(typescript@5.8.3) axios: - specifier: ^1.8.4 - version: 1.8.4 - flowbite-svelte-blocks: - specifier: ^1.1.4 - version: 1.1.4(rollup@4.39.0)(svelte@5.25.12) - flowbite-svelte-icons: - specifier: ^2.1.0 - version: 2.1.1(svelte@5.25.12)(tailwind-merge@3.2.0) - svelte-fa: - specifier: ^4.0.3 - version: 4.0.3(svelte@5.25.12) + specifier: ^1.11.0 + version: 1.11.0 + bcryptjs: + specifier: ^3.0.2 + version: 3.0.2 + cors: + specifier: ^2.8.5 + version: 2.8.5 + date-fns: + specifier: ^4.1.0 + version: 4.1.0 + dotenv: + specifier: ^17.2.1 + version: 17.2.1 + express: + specifier: ^5.1.0 + version: 5.1.0 + express-rate-limit: + specifier: ^8.0.1 + version: 8.0.1(express@5.1.0) + google-auth-library: + specifier: ^10.2.0 + version: 10.2.0 + helmet: + specifier: ^8.1.0 + version: 8.1.0 + jsonwebtoken: + specifier: ^9.0.2 + version: 9.0.2 + libphonenumber-js: + specifier: ^1.12.10 + version: 1.12.10 + marked: + specifier: ^16.1.1 + version: 16.1.1 + morgan: + specifier: ^1.10.1 + version: 1.10.1 + svelte-highlight: + specifier: ^7.8.3 + version: 7.8.3 + svelte-meta-tags: + specifier: ^4.4.0 + version: 4.4.0(svelte@5.36.14) + swagger-jsdoc: + specifier: ^6.2.8 + version: 6.2.8(openapi-types@12.1.3) + swagger-ui-express: + specifier: ^5.0.1 + version: 5.0.1(express@5.1.0) uuid: specifier: ^11.1.0 version: 11.1.0 + winston: + specifier: ^3.17.0 + version: 3.17.0 + zod: + specifier: ^4.0.8 + version: 4.0.8 devDependencies: '@eslint/compat': - specifier: ^1.2.5 - version: 1.2.8(eslint@9.24.0(jiti@2.4.2)) + specifier: ^1.3.1 + version: 1.3.1(eslint@9.31.0(jiti@2.4.2)) '@eslint/js': - specifier: ^9.18.0 - version: 9.24.0 + specifier: ^9.31.0 + version: 9.31.0 '@sveltejs/adapter-node': - specifier: ^5.2.12 - version: 5.2.12(@sveltejs/kit@2.20.5(@sveltejs/vite-plugin-svelte@5.0.3(svelte@5.25.12)(vite@6.2.6(jiti@2.4.2)(lightningcss@1.29.2)))(svelte@5.25.12)(vite@6.2.6(jiti@2.4.2)(lightningcss@1.29.2))) + specifier: ^5.2.13 + version: 5.2.13(@sveltejs/kit@2.25.2(@sveltejs/vite-plugin-svelte@6.1.0(svelte@5.36.14)(vite@7.0.5(@types/node@24.1.0)(jiti@2.4.2)(lightningcss@1.30.1)))(svelte@5.36.14)(vite@7.0.5(@types/node@24.1.0)(jiti@2.4.2)(lightningcss@1.30.1))) '@sveltejs/kit': - specifier: ^2.20.4 - version: 2.20.5(@sveltejs/vite-plugin-svelte@5.0.3(svelte@5.25.12)(vite@6.2.6(jiti@2.4.2)(lightningcss@1.29.2)))(svelte@5.25.12)(vite@6.2.6(jiti@2.4.2)(lightningcss@1.29.2)) + specifier: ^2.25.2 + version: 2.25.2(@sveltejs/vite-plugin-svelte@6.1.0(svelte@5.36.14)(vite@7.0.5(@types/node@24.1.0)(jiti@2.4.2)(lightningcss@1.30.1)))(svelte@5.36.14)(vite@7.0.5(@types/node@24.1.0)(jiti@2.4.2)(lightningcss@1.30.1)) '@sveltejs/vite-plugin-svelte': - specifier: ^5.0.3 - version: 5.0.3(svelte@5.25.12)(vite@6.2.6(jiti@2.4.2)(lightningcss@1.29.2)) + specifier: ^6.1.0 + version: 6.1.0(svelte@5.36.14)(vite@7.0.5(@types/node@24.1.0)(jiti@2.4.2)(lightningcss@1.30.1)) '@tailwindcss/typography': specifier: ^0.5.16 - version: 0.5.16(tailwindcss@4.1.3) + version: 0.5.16(tailwindcss@4.1.11) '@tailwindcss/vite': - specifier: ^4.1.2 - version: 4.1.3(vite@6.2.6(jiti@2.4.2)(lightningcss@1.29.2)) + specifier: ^4.1.11 + version: 4.1.11(vite@7.0.5(@types/node@24.1.0)(jiti@2.4.2)(lightningcss@1.30.1)) + '@types/bcryptjs': + specifier: ^3.0.0 + version: 3.0.0 + '@types/cors': + specifier: ^2.8.19 + version: 2.8.19 + '@types/express': + specifier: ^5.0.3 + version: 5.0.3 + '@types/jsonwebtoken': + specifier: ^9.0.10 + version: 9.0.10 + '@types/morgan': + specifier: ^1.9.10 + version: 1.9.10 + '@types/swagger-jsdoc': + specifier: ^6.0.4 + version: 6.0.4 + '@types/swagger-ui-express': + specifier: ^4.1.8 + version: 4.1.8 eslint: - specifier: ^9.18.0 - version: 9.24.0(jiti@2.4.2) + specifier: ^9.31.0 + version: 9.31.0(jiti@2.4.2) eslint-config-prettier: - specifier: ^10.0.1 - version: 10.1.2(eslint@9.24.0(jiti@2.4.2)) + specifier: ^10.1.8 + version: 10.1.8(eslint@9.31.0(jiti@2.4.2)) eslint-plugin-svelte: - specifier: ^3.0.0 - version: 3.5.1(eslint@9.24.0(jiti@2.4.2))(svelte@5.25.12) - flowbite: - specifier: ^3.1.2 - version: 3.1.2(rollup@4.39.0) - flowbite-svelte: - specifier: ^0.48.4 - version: 0.48.6(rollup@4.39.0)(svelte@5.25.12) + specifier: ^3.11.0 + version: 3.11.0(eslint@9.31.0(jiti@2.4.2))(svelte@5.36.14) globals: - specifier: ^16.0.0 - version: 16.0.0 + specifier: ^16.3.0 + version: 16.3.0 + nodemon: + specifier: ^3.1.10 + version: 3.1.10 prettier: - specifier: ^3.4.2 - version: 3.5.3 + specifier: ^3.6.2 + version: 3.6.2 prettier-plugin-svelte: - specifier: ^3.3.3 - version: 3.3.3(prettier@3.5.3)(svelte@5.25.12) + specifier: ^3.4.0 + version: 3.4.0(prettier@3.6.2)(svelte@5.36.14) prettier-plugin-tailwindcss: - specifier: ^0.6.11 - version: 0.6.11(prettier-plugin-svelte@3.3.3(prettier@3.5.3)(svelte@5.25.12))(prettier@3.5.3) + specifier: ^0.6.14 + version: 0.6.14(prettier-plugin-svelte@3.4.0(prettier@3.6.2)(svelte@5.36.14))(prettier@3.6.2) prisma: - specifier: 6.5.0 - version: 6.5.0(typescript@5.8.3) + specifier: 6.12.0 + version: 6.12.0(typescript@5.8.3) svelte: - specifier: ^5.25.6 - version: 5.25.12 + specifier: ^5.36.14 + version: 5.36.14 svelte-check: - specifier: 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binary-extensions@2.3.0: {} + + body-parser@2.2.0: + dependencies: + bytes: 3.1.2 + content-type: 1.0.5 + debug: 4.4.1(supports-color@5.5.0) + http-errors: 2.0.0 + iconv-lite: 0.6.3 + on-finished: 2.4.1 + qs: 6.14.0 + raw-body: 3.0.0 + type-is: 2.0.1 + transitivePeerDependencies: + - supports-color + brace-expansion@1.1.11: dependencies: balanced-match: 1.0.2 concat-map: 0.0.1 + braces@3.0.3: + dependencies: + fill-range: 7.1.1 + + buffer-equal-constant-time@1.0.1: {} + + bytes@3.1.2: {} + call-bind-apply-helpers@1.0.2: dependencies: es-errors: 1.3.0 function-bind: 1.1.2 + call-bound@1.0.4: + dependencies: + call-bind-apply-helpers: 1.0.2 + get-intrinsic: 1.3.0 + + call-me-maybe@1.0.2: {} + callsites@3.1.0: {} chalk@4.1.2: @@ -2117,28 +3166,83 @@ snapshots: ansi-styles: 4.3.0 supports-color: 7.2.0 + chokidar@3.6.0: + dependencies: + anymatch: 3.1.3 + braces: 3.0.3 + glob-parent: 5.1.2 + is-binary-path: 2.1.0 + is-glob: 4.0.3 + normalize-path: 3.0.0 + readdirp: 3.6.0 + optionalDependencies: + fsevents: 2.3.3 + chokidar@4.0.3: dependencies: readdirp: 4.1.2 + chownr@3.0.0: {} + clsx@2.1.1: {} + color-convert@1.9.3: + dependencies: + color-name: 1.1.3 + color-convert@2.0.1: dependencies: color-name: 1.1.4 + color-name@1.1.3: {} + color-name@1.1.4: {} + color-string@1.9.1: + dependencies: + color-name: 1.1.4 + simple-swizzle: 0.2.2 + + color@3.2.1: + dependencies: + color-convert: 1.9.3 + color-string: 1.9.1 + + colorspace@1.1.4: + dependencies: + color: 3.2.1 + text-hex: 1.0.0 + combined-stream@1.0.8: dependencies: delayed-stream: 1.0.0 + commander@6.2.0: {} + + commander@9.5.0: + optional: true + commondir@1.0.1: {} concat-map@0.0.1: {} + content-disposition@1.0.0: + dependencies: + safe-buffer: 5.2.1 + + content-type@1.0.5: {} + + cookie-signature@1.2.2: {} + cookie@0.6.0: {} + cookie@0.7.2: {} + + cors@2.8.5: + dependencies: + object-assign: 4.1.1 + vary: 1.1.2 + cross-spawn@7.0.6: dependencies: path-key: 3.1.1 @@ -2147,9 +3251,19 @@ snapshots: 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optionalDependencies: '@esbuild/aix-ppc64': 0.25.2 @@ -2222,26 +3347,29 @@ snapshots: '@esbuild/win32-ia32': 0.25.2 '@esbuild/win32-x64': 0.25.2 + escape-html@1.0.3: {} + escape-string-regexp@4.0.0: {} - eslint-config-prettier@10.1.2(eslint@9.24.0(jiti@2.4.2)): + eslint-config-prettier@10.1.8(eslint@9.31.0(jiti@2.4.2)): dependencies: - eslint: 9.24.0(jiti@2.4.2) + eslint: 9.31.0(jiti@2.4.2) - eslint-plugin-svelte@3.5.1(eslint@9.24.0(jiti@2.4.2))(svelte@5.25.12): + eslint-plugin-svelte@3.11.0(eslint@9.31.0(jiti@2.4.2))(svelte@5.36.14): dependencies: - '@eslint-community/eslint-utils': 4.5.1(eslint@9.24.0(jiti@2.4.2)) + '@eslint-community/eslint-utils': 4.7.0(eslint@9.31.0(jiti@2.4.2)) '@jridgewell/sourcemap-codec': 1.5.0 - eslint: 9.24.0(jiti@2.4.2) + eslint: 9.31.0(jiti@2.4.2) esutils: 2.0.3 - known-css-properties: 0.35.0 + globals: 16.3.0 + known-css-properties: 0.37.0 postcss: 8.5.3 postcss-load-config: 3.1.4(postcss@8.5.3) postcss-safe-parser: 7.0.1(postcss@8.5.3) semver: 7.7.1 - 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'@humanfs/node': 0.16.6 '@humanwhocodes/module-importer': 1.0.1 '@humanwhocodes/retry': 0.4.2 @@ -2272,11 +3407,11 @@ snapshots: ajv: 6.12.6 chalk: 4.1.2 cross-spawn: 7.0.6 - debug: 4.4.0 + debug: 4.4.1(supports-color@5.5.0) escape-string-regexp: 4.0.0 - eslint-scope: 8.3.0 - eslint-visitor-keys: 4.2.0 - espree: 10.3.0 + eslint-scope: 8.4.0 + eslint-visitor-keys: 4.2.1 + espree: 10.4.0 esquery: 1.6.0 esutils: 2.0.3 fast-deep-equal: 3.1.3 @@ -2304,11 +3439,17 @@ snapshots: acorn-jsx: 5.3.2(acorn@8.14.1) eslint-visitor-keys: 4.2.0 + espree@10.4.0: + dependencies: + acorn: 8.15.0 + acorn-jsx: 5.3.2(acorn@8.15.0) + eslint-visitor-keys: 4.2.1 + esquery@1.6.0: dependencies: estraverse: 5.3.0 - esrap@1.4.6: + esrap@2.1.0: dependencies: '@jridgewell/sourcemap-codec': 1.5.0 @@ -2322,20 +3463,83 @@ snapshots: esutils@2.0.3: {} + etag@1.8.1: {} + + express-rate-limit@8.0.1(express@5.1.0): + dependencies: + express: 5.1.0 + ip-address: 10.0.1 + + express@5.1.0: + dependencies: + accepts: 2.0.0 + body-parser: 2.2.0 + content-disposition: 1.0.0 + content-type: 1.0.5 + cookie: 0.7.2 + cookie-signature: 1.2.2 + debug: 4.4.1(supports-color@5.5.0) + encodeurl: 2.0.0 + escape-html: 1.0.3 + etag: 1.8.1 + finalhandler: 2.1.0 + fresh: 2.0.0 + http-errors: 2.0.0 + merge-descriptors: 2.0.0 + mime-types: 3.0.1 + on-finished: 2.4.1 + once: 1.4.0 + parseurl: 1.3.3 + proxy-addr: 2.0.7 + qs: 6.14.0 + range-parser: 1.2.1 + router: 2.2.0 + send: 1.2.0 + serve-static: 2.2.0 + statuses: 2.0.2 + type-is: 2.0.1 + vary: 1.1.2 + transitivePeerDependencies: + - supports-color + + extend@3.0.2: {} + fast-deep-equal@3.1.3: {} fast-json-stable-stringify@2.1.0: {} fast-levenshtein@2.0.6: {} - fdir@6.4.3(picomatch@4.0.2): + fdir@6.4.6(picomatch@4.0.2): optionalDependencies: picomatch: 4.0.2 + fecha@4.2.3: {} + + fetch-blob@3.2.0: + dependencies: + node-domexception: 1.0.0 + web-streams-polyfill: 3.3.3 + file-entry-cache@8.0.0: dependencies: flat-cache: 4.0.1 + fill-range@7.1.1: + dependencies: + to-regex-range: 5.0.1 + + finalhandler@2.1.0: + dependencies: + debug: 4.4.1(supports-color@5.5.0) + encodeurl: 2.0.0 + escape-html: 1.0.3 + on-finished: 2.4.1 + parseurl: 1.3.3 + statuses: 2.0.2 + transitivePeerDependencies: + - supports-color + find-up@5.0.0: dependencies: locate-path: 6.0.0 @@ -2348,67 +3552,49 @@ snapshots: flatted@3.3.3: {} - flowbite-datepicker@1.3.2(rollup@4.39.0): - dependencies: - '@rollup/plugin-node-resolve': 15.3.1(rollup@4.39.0) - flowbite: 2.5.2(rollup@4.39.0) - transitivePeerDependencies: - - rollup - - flowbite-svelte-blocks@1.1.4(rollup@4.39.0)(svelte@5.25.12): - dependencies: - flowbite: 2.5.2(rollup@4.39.0) - svelte: 5.25.12 - tailwind-merge: 2.6.0 - transitivePeerDependencies: - - rollup - - flowbite-svelte-icons@2.1.1(svelte@5.25.12)(tailwind-merge@3.2.0): - dependencies: - svelte: 5.25.12 - tailwind-merge: 3.2.0 - - flowbite-svelte@0.48.6(rollup@4.39.0)(svelte@5.25.12): - dependencies: - '@floating-ui/dom': 1.6.13 - apexcharts: 3.54.1 - flowbite: 3.1.2(rollup@4.39.0) - svelte: 5.25.12 - tailwind-merge: 3.2.0 - transitivePeerDependencies: - - rollup - - flowbite@2.5.2(rollup@4.39.0): - dependencies: - '@popperjs/core': 2.11.8 - flowbite-datepicker: 1.3.2(rollup@4.39.0) - mini-svg-data-uri: 1.4.4 - transitivePeerDependencies: - - rollup - - flowbite@3.1.2(rollup@4.39.0): - dependencies: - '@popperjs/core': 2.11.8 - flowbite-datepicker: 1.3.2(rollup@4.39.0) - mini-svg-data-uri: 1.4.4 - postcss: 8.5.3 - transitivePeerDependencies: - - rollup + fn.name@1.1.0: {} follow-redirects@1.15.9: {} - form-data@4.0.2: + form-data@4.0.4: dependencies: asynckit: 0.4.0 combined-stream: 1.0.8 es-set-tostringtag: 2.1.0 + hasown: 2.0.2 mime-types: 2.1.35 + formdata-polyfill@4.0.10: + dependencies: + fetch-blob: 3.2.0 + + forwarded@0.2.0: {} + + fresh@2.0.0: {} + + fs.realpath@1.0.0: {} + fsevents@2.3.3: optional: true function-bind@1.1.2: {} + gaxios@7.1.1: + dependencies: + extend: 3.0.2 + https-proxy-agent: 7.0.6 + node-fetch: 3.3.2 + transitivePeerDependencies: + - supports-color + + gcp-metadata@7.0.1: + dependencies: + gaxios: 7.1.1 + google-logging-utils: 1.1.1 + json-bigint: 1.0.0 + transitivePeerDependencies: + - supports-color + get-intrinsic@1.3.0: dependencies: call-bind-apply-helpers: 1.0.2 @@ -2427,18 +3613,54 @@ snapshots: dunder-proto: 1.0.1 es-object-atoms: 1.1.1 + glob-parent@5.1.2: + dependencies: + is-glob: 4.0.3 + glob-parent@6.0.2: dependencies: is-glob: 4.0.3 + glob@7.1.6: + dependencies: + fs.realpath: 1.0.0 + inflight: 1.0.6 + inherits: 2.0.4 + minimatch: 3.1.2 + once: 1.4.0 + path-is-absolute: 1.0.1 + globals@14.0.0: {} - globals@16.0.0: {} + globals@16.3.0: {} + + google-auth-library@10.2.0: + dependencies: + base64-js: 1.5.1 + ecdsa-sig-formatter: 1.0.11 + gaxios: 7.1.1 + gcp-metadata: 7.0.1 + google-logging-utils: 1.1.1 + gtoken: 8.0.0 + jws: 4.0.0 + transitivePeerDependencies: + - supports-color + + google-logging-utils@1.1.1: {} gopd@1.2.0: {} graceful-fs@4.2.11: {} + gtoken@8.0.0: + dependencies: + gaxios: 7.1.1 + jws: 4.0.0 + transitivePeerDependencies: + - supports-color + + has-flag@3.0.0: {} + has-flag@4.0.0: {} has-symbols@1.1.0: {} @@ -2451,6 +3673,31 @@ snapshots: dependencies: function-bind: 1.1.2 + helmet@8.1.0: {} + + highlight.js@11.11.1: {} + + http-errors@2.0.0: + dependencies: + depd: 2.0.0 + inherits: 2.0.4 + setprototypeof: 1.2.0 + statuses: 2.0.1 + toidentifier: 1.0.1 + + https-proxy-agent@7.0.6: + dependencies: + agent-base: 7.1.4 + debug: 4.4.1(supports-color@5.5.0) + transitivePeerDependencies: + - supports-color + + iconv-lite@0.6.3: + dependencies: + safer-buffer: 2.1.2 + + ignore-by-default@1.0.1: {} + ignore@5.3.2: {} import-fresh@3.3.1: @@ -2458,10 +3705,25 @@ snapshots: parent-module: 1.0.1 resolve-from: 4.0.0 - import-meta-resolve@4.1.0: {} - imurmurhash@0.1.4: {} + inflight@1.0.6: + dependencies: + once: 1.4.0 + wrappy: 1.0.2 + + inherits@2.0.4: {} + + ip-address@10.0.1: {} + + ipaddr.js@1.9.1: {} + + is-arrayish@0.3.2: {} + + is-binary-path@2.1.0: + dependencies: + binary-extensions: 2.3.0 + is-core-module@2.16.1: dependencies: hasown: 2.0.2 @@ -2474,6 +3736,10 @@ snapshots: is-module@1.0.0: {} + is-number@7.0.0: {} + + is-promise@4.0.0: {} + is-reference@1.2.1: dependencies: '@types/estree': 1.0.7 @@ -2482,6 +3748,8 @@ snapshots: dependencies: '@types/estree': 1.0.7 + is-stream@2.0.1: {} + isexe@2.0.0: {} jiti@2.4.2: {} @@ -2490,69 +3758,112 @@ snapshots: dependencies: argparse: 2.0.1 + json-bigint@1.0.0: + dependencies: + bignumber.js: 9.3.1 + json-buffer@3.0.1: {} json-schema-traverse@0.4.1: {} json-stable-stringify-without-jsonify@1.0.1: {} + jsonwebtoken@9.0.2: + dependencies: + jws: 3.2.2 + lodash.includes: 4.3.0 + lodash.isboolean: 3.0.3 + lodash.isinteger: 4.0.4 + lodash.isnumber: 3.0.3 + lodash.isplainobject: 4.0.6 + lodash.isstring: 4.0.1 + lodash.once: 4.1.1 + ms: 2.1.3 + semver: 7.7.1 + + jwa@1.4.2: + dependencies: + buffer-equal-constant-time: 1.0.1 + ecdsa-sig-formatter: 1.0.11 + safe-buffer: 5.2.1 + + jwa@2.0.1: + dependencies: + buffer-equal-constant-time: 1.0.1 + ecdsa-sig-formatter: 1.0.11 + safe-buffer: 5.2.1 + + jws@3.2.2: + dependencies: + jwa: 1.4.2 + safe-buffer: 5.2.1 + + jws@4.0.0: + dependencies: + jwa: 2.0.1 + safe-buffer: 5.2.1 + keyv@4.5.4: dependencies: json-buffer: 3.0.1 kleur@4.1.5: {} - known-css-properties@0.35.0: {} + known-css-properties@0.37.0: {} + + kuler@2.0.0: {} levn@0.4.1: dependencies: prelude-ls: 1.2.1 type-check: 0.4.0 - lightningcss-darwin-arm64@1.29.2: + libphonenumber-js@1.12.10: {} + + lightningcss-darwin-arm64@1.30.1: optional: true - lightningcss-darwin-x64@1.29.2: + lightningcss-darwin-x64@1.30.1: optional: true - lightningcss-freebsd-x64@1.29.2: + lightningcss-freebsd-x64@1.30.1: optional: true - lightningcss-linux-arm-gnueabihf@1.29.2: + lightningcss-linux-arm-gnueabihf@1.30.1: optional: true - lightningcss-linux-arm64-gnu@1.29.2: + lightningcss-linux-arm64-gnu@1.30.1: optional: true - lightningcss-linux-arm64-musl@1.29.2: + lightningcss-linux-arm64-musl@1.30.1: optional: true - lightningcss-linux-x64-gnu@1.29.2: + lightningcss-linux-x64-gnu@1.30.1: optional: true - lightningcss-linux-x64-musl@1.29.2: + lightningcss-linux-x64-musl@1.30.1: optional: true - lightningcss-win32-arm64-msvc@1.29.2: + lightningcss-win32-arm64-msvc@1.30.1: optional: true - lightningcss-win32-x64-msvc@1.29.2: + lightningcss-win32-x64-msvc@1.30.1: optional: true - lightningcss@1.29.2: + lightningcss@1.30.1: dependencies: - detect-libc: 2.0.3 + detect-libc: 2.0.4 optionalDependencies: - lightningcss-darwin-arm64: 1.29.2 - lightningcss-darwin-x64: 1.29.2 - lightningcss-freebsd-x64: 1.29.2 - lightningcss-linux-arm-gnueabihf: 1.29.2 - lightningcss-linux-arm64-gnu: 1.29.2 - lightningcss-linux-arm64-musl: 1.29.2 - lightningcss-linux-x64-gnu: 1.29.2 - lightningcss-linux-x64-musl: 1.29.2 - lightningcss-win32-arm64-msvc: 1.29.2 - lightningcss-win32-x64-msvc: 1.29.2 + lightningcss-darwin-arm64: 1.30.1 + lightningcss-darwin-x64: 1.30.1 + lightningcss-freebsd-x64: 1.30.1 + lightningcss-linux-arm-gnueabihf: 1.30.1 + lightningcss-linux-arm64-gnu: 1.30.1 + lightningcss-linux-arm64-musl: 1.30.1 + lightningcss-linux-x64-gnu: 1.30.1 + lightningcss-linux-x64-musl: 1.30.1 + lightningcss-win32-arm64-msvc: 1.30.1 + lightningcss-win32-x64-msvc: 1.30.1 lilconfig@2.1.0: {} @@ -2564,38 +3875,144 @@ snapshots: lodash.castarray@4.4.0: {} + lodash.get@4.4.2: {} + + lodash.includes@4.3.0: {} + + lodash.isboolean@3.0.3: {} + + lodash.isequal@4.5.0: {} + + lodash.isinteger@4.0.4: {} + + lodash.isnumber@3.0.3: {} + lodash.isplainobject@4.0.6: {} + lodash.isstring@4.0.1: {} + lodash.merge@4.6.2: {} + lodash.mergewith@4.6.2: {} + + lodash.once@4.1.1: {} + + logform@2.7.0: + dependencies: + '@colors/colors': 1.6.0 + '@types/triple-beam': 1.3.5 + fecha: 4.2.3 + ms: 2.1.3 + safe-stable-stringify: 2.5.0 + triple-beam: 1.4.1 + magic-string@0.30.17: dependencies: '@jridgewell/sourcemap-codec': 1.5.0 + marked@16.1.1: {} + math-intrinsics@1.1.0: {} + media-typer@1.1.0: {} + + merge-descriptors@2.0.0: {} + mime-db@1.52.0: {} + mime-db@1.54.0: {} + mime-types@2.1.35: dependencies: mime-db: 1.52.0 - mini-svg-data-uri@1.4.4: {} + mime-types@3.0.1: + dependencies: + mime-db: 1.54.0 minimatch@3.1.2: dependencies: brace-expansion: 1.1.11 + minipass@7.1.2: {} + + minizlib@3.0.2: + dependencies: + minipass: 7.1.2 + + mkdirp@3.0.1: {} + + morgan@1.10.1: + dependencies: + basic-auth: 2.0.1 + debug: 2.6.9 + depd: 2.0.0 + on-finished: 2.3.0 + on-headers: 1.1.0 + transitivePeerDependencies: + - supports-color + mri@1.2.0: {} mrmime@2.0.1: {} + ms@2.0.0: {} + ms@2.1.3: {} nanoid@3.3.11: {} natural-compare@1.4.0: {} + negotiator@1.0.0: {} + + node-domexception@1.0.0: {} + + node-fetch@3.3.2: + dependencies: + data-uri-to-buffer: 4.0.1 + fetch-blob: 3.2.0 + formdata-polyfill: 4.0.10 + + nodemon@3.1.10: + dependencies: + chokidar: 3.6.0 + debug: 4.4.1(supports-color@5.5.0) + ignore-by-default: 1.0.1 + minimatch: 3.1.2 + pstree.remy: 1.1.8 + semver: 7.7.1 + simple-update-notifier: 2.0.0 + supports-color: 5.5.0 + touch: 3.1.1 + undefsafe: 2.0.5 + + normalize-path@3.0.0: {} + + object-assign@4.1.1: {} + + object-inspect@1.13.4: {} + + on-finished@2.3.0: + dependencies: + ee-first: 1.1.1 + + on-finished@2.4.1: + dependencies: + ee-first: 1.1.1 + + on-headers@1.1.0: {} + + once@1.4.0: + dependencies: + wrappy: 1.0.2 + + one-time@1.0.0: + dependencies: + fn.name: 1.1.0 + + openapi-types@12.1.3: {} + optionator@0.9.4: dependencies: deep-is: 0.1.4 @@ -2617,14 +4034,22 @@ snapshots: dependencies: callsites: 3.1.0 + parseurl@1.3.3: {} + path-exists@4.0.0: {} + path-is-absolute@1.0.1: {} + path-key@3.1.1: {} path-parse@1.0.7: {} + path-to-regexp@8.2.0: {} + picocolors@1.1.1: {} + picomatch@2.3.1: {} + picomatch@4.0.2: {} postcss-load-config@3.1.4(postcss@8.5.3): @@ -2658,35 +4083,68 @@ snapshots: picocolors: 1.1.1 source-map-js: 1.2.1 + postcss@8.5.6: + dependencies: + nanoid: 3.3.11 + picocolors: 1.1.1 + source-map-js: 1.2.1 + prelude-ls@1.2.1: {} - prettier-plugin-svelte@3.3.3(prettier@3.5.3)(svelte@5.25.12): + prettier-plugin-svelte@3.4.0(prettier@3.6.2)(svelte@5.36.14): dependencies: - prettier: 3.5.3 - svelte: 5.25.12 + prettier: 3.6.2 + svelte: 5.36.14 - prettier-plugin-tailwindcss@0.6.11(prettier-plugin-svelte@3.3.3(prettier@3.5.3)(svelte@5.25.12))(prettier@3.5.3): + prettier-plugin-tailwindcss@0.6.14(prettier-plugin-svelte@3.4.0(prettier@3.6.2)(svelte@5.36.14))(prettier@3.6.2): dependencies: - prettier: 3.5.3 + prettier: 3.6.2 optionalDependencies: - prettier-plugin-svelte: 3.3.3(prettier@3.5.3)(svelte@5.25.12) + prettier-plugin-svelte: 3.4.0(prettier@3.6.2)(svelte@5.36.14) - prettier@3.5.3: {} + prettier@3.6.2: {} - prisma@6.5.0(typescript@5.8.3): + prisma@6.12.0(typescript@5.8.3): dependencies: - '@prisma/config': 6.5.0 - '@prisma/engines': 6.5.0 + '@prisma/config': 6.12.0 + '@prisma/engines': 6.12.0 optionalDependencies: - fsevents: 2.3.3 typescript: 5.8.3 - transitivePeerDependencies: - - supports-color + + proxy-addr@2.0.7: + dependencies: + forwarded: 0.2.0 + ipaddr.js: 1.9.1 proxy-from-env@1.1.0: {} + pstree.remy@1.1.8: {} + punycode@2.3.1: {} + qs@6.14.0: + dependencies: + side-channel: 1.1.0 + + range-parser@1.2.1: {} + + raw-body@3.0.0: + dependencies: + bytes: 3.1.2 + http-errors: 2.0.0 + iconv-lite: 0.6.3 + unpipe: 1.0.0 + + readable-stream@3.6.2: + dependencies: + inherits: 2.0.4 + string_decoder: 1.3.0 + util-deprecate: 1.0.2 + + readdirp@3.6.0: + dependencies: + picomatch: 2.3.1 + readdirp@4.1.2: {} resolve-from@4.0.0: {} @@ -2723,20 +4181,129 @@ snapshots: '@rollup/rollup-win32-x64-msvc': 4.39.0 fsevents: 2.3.3 + rollup@4.45.1: + dependencies: + '@types/estree': 1.0.8 + optionalDependencies: + '@rollup/rollup-android-arm-eabi': 4.45.1 + '@rollup/rollup-android-arm64': 4.45.1 + '@rollup/rollup-darwin-arm64': 4.45.1 + '@rollup/rollup-darwin-x64': 4.45.1 + '@rollup/rollup-freebsd-arm64': 4.45.1 + '@rollup/rollup-freebsd-x64': 4.45.1 + '@rollup/rollup-linux-arm-gnueabihf': 4.45.1 + '@rollup/rollup-linux-arm-musleabihf': 4.45.1 + '@rollup/rollup-linux-arm64-gnu': 4.45.1 + '@rollup/rollup-linux-arm64-musl': 4.45.1 + '@rollup/rollup-linux-loongarch64-gnu': 4.45.1 + '@rollup/rollup-linux-powerpc64le-gnu': 4.45.1 + '@rollup/rollup-linux-riscv64-gnu': 4.45.1 + '@rollup/rollup-linux-riscv64-musl': 4.45.1 + '@rollup/rollup-linux-s390x-gnu': 4.45.1 + '@rollup/rollup-linux-x64-gnu': 4.45.1 + '@rollup/rollup-linux-x64-musl': 4.45.1 + '@rollup/rollup-win32-arm64-msvc': 4.45.1 + '@rollup/rollup-win32-ia32-msvc': 4.45.1 + '@rollup/rollup-win32-x64-msvc': 4.45.1 + fsevents: 2.3.3 + + router@2.2.0: + dependencies: + debug: 4.4.1(supports-color@5.5.0) + depd: 2.0.0 + is-promise: 4.0.0 + parseurl: 1.3.3 + path-to-regexp: 8.2.0 + transitivePeerDependencies: + - supports-color + sade@1.8.1: dependencies: mri: 1.2.0 + safe-buffer@5.1.2: {} + + safe-buffer@5.2.1: {} + + safe-stable-stringify@2.5.0: {} + + safer-buffer@2.1.2: {} + + schema-dts@1.1.5: {} + semver@7.7.1: {} + send@1.2.0: + dependencies: + debug: 4.4.1(supports-color@5.5.0) + encodeurl: 2.0.0 + escape-html: 1.0.3 + etag: 1.8.1 + fresh: 2.0.0 + http-errors: 2.0.0 + mime-types: 3.0.1 + ms: 2.1.3 + on-finished: 2.4.1 + range-parser: 1.2.1 + statuses: 2.0.2 + transitivePeerDependencies: + - supports-color + + serve-static@2.2.0: + dependencies: + encodeurl: 2.0.0 + escape-html: 1.0.3 + parseurl: 1.3.3 + send: 1.2.0 + transitivePeerDependencies: + - supports-color + set-cookie-parser@2.7.1: {} + setprototypeof@1.2.0: {} + shebang-command@2.0.0: dependencies: shebang-regex: 3.0.0 shebang-regex@3.0.0: {} + side-channel-list@1.0.0: + dependencies: + es-errors: 1.3.0 + object-inspect: 1.13.4 + + side-channel-map@1.0.1: + dependencies: + call-bound: 1.0.4 + es-errors: 1.3.0 + get-intrinsic: 1.3.0 + object-inspect: 1.13.4 + + side-channel-weakmap@1.0.2: + dependencies: + call-bound: 1.0.4 + es-errors: 1.3.0 + get-intrinsic: 1.3.0 + object-inspect: 1.13.4 + side-channel-map: 1.0.1 + + side-channel@1.1.0: + dependencies: + es-errors: 1.3.0 + object-inspect: 1.13.4 + side-channel-list: 1.0.0 + side-channel-map: 1.0.1 + side-channel-weakmap: 1.0.2 + + simple-swizzle@0.2.2: + dependencies: + is-arrayish: 0.3.2 + + simple-update-notifier@2.0.0: + dependencies: + semver: 7.7.1 + sirv@3.0.1: dependencies: '@polka/url': 1.0.0-next.29 @@ -2745,27 +4312,45 @@ snapshots: source-map-js@1.2.1: {} + stack-trace@0.0.10: {} + + statuses@2.0.1: {} + + statuses@2.0.2: {} + + string_decoder@1.3.0: + dependencies: + safe-buffer: 5.2.1 + strip-json-comments@3.1.1: {} + supports-color@5.5.0: + dependencies: + has-flag: 3.0.0 + supports-color@7.2.0: dependencies: has-flag: 4.0.0 supports-preserve-symlinks-flag@1.0.0: {} - svelte-check@4.1.5(picomatch@4.0.2)(svelte@5.25.12)(typescript@5.8.3): + svelte-check@4.3.0(picomatch@4.0.2)(svelte@5.36.14)(typescript@5.8.3): dependencies: '@jridgewell/trace-mapping': 0.3.25 chokidar: 4.0.3 - fdir: 6.4.3(picomatch@4.0.2) + fdir: 6.4.6(picomatch@4.0.2) picocolors: 1.1.1 sade: 1.8.1 - svelte: 5.25.12 + svelte: 5.36.14 typescript: 5.8.3 transitivePeerDependencies: - picomatch - svelte-eslint-parser@1.1.2(svelte@5.25.12): + svelte-dnd-action@0.9.64(svelte@5.36.14): + dependencies: + svelte: 5.36.14 + + svelte-eslint-parser@1.3.0(svelte@5.36.14): dependencies: eslint-scope: 8.3.0 eslint-visitor-keys: 4.2.0 @@ -2774,13 +4359,18 @@ snapshots: postcss-scss: 4.0.9(postcss@8.5.3) postcss-selector-parser: 7.1.0 optionalDependencies: - svelte: 5.25.12 + svelte: 5.36.14 + + svelte-highlight@7.8.3: + dependencies: + highlight.js: 11.11.1 - svelte-fa@4.0.3(svelte@5.25.12): + svelte-meta-tags@4.4.0(svelte@5.36.14): dependencies: - svelte: 5.25.12 + schema-dts: 1.1.5 + svelte: 5.36.14 - svelte@5.25.12: + svelte@5.36.14: dependencies: '@ampproject/remapping': 2.3.0 '@jridgewell/sourcemap-codec': 1.5.0 @@ -2791,59 +4381,88 @@ snapshots: axobject-query: 4.1.0 clsx: 2.1.1 esm-env: 1.2.2 - esrap: 1.4.6 + esrap: 2.1.0 is-reference: 3.0.3 locate-character: 3.0.0 magic-string: 0.30.17 zimmerframe: 1.1.2 - svg.draggable.js@2.2.2: + swagger-jsdoc@6.2.8(openapi-types@12.1.3): dependencies: - svg.js: 2.7.1 + commander: 6.2.0 + doctrine: 3.0.0 + glob: 7.1.6 + lodash.mergewith: 4.6.2 + swagger-parser: 10.0.3(openapi-types@12.1.3) + yaml: 2.0.0-1 + transitivePeerDependencies: + - openapi-types - svg.easing.js@2.0.0: + swagger-parser@10.0.3(openapi-types@12.1.3): dependencies: - svg.js: 2.7.1 + '@apidevtools/swagger-parser': 10.0.3(openapi-types@12.1.3) + transitivePeerDependencies: + - openapi-types - svg.filter.js@2.0.2: + swagger-ui-dist@5.27.0: dependencies: - svg.js: 2.7.1 + '@scarf/scarf': 1.4.0 - svg.js@2.7.1: {} - - svg.pathmorphing.js@0.1.3: + swagger-ui-express@5.0.1(express@5.1.0): dependencies: - svg.js: 2.7.1 + express: 5.1.0 + swagger-ui-dist: 5.27.0 - svg.resize.js@1.4.3: - dependencies: - svg.js: 2.7.1 - svg.select.js: 2.1.2 + tailwindcss@4.1.11: {} - svg.select.js@2.1.2: - dependencies: - svg.js: 2.7.1 + tapable@2.2.1: {} - svg.select.js@3.0.1: + tar@7.4.3: dependencies: - svg.js: 2.7.1 + '@isaacs/fs-minipass': 4.0.1 + chownr: 3.0.0 + minipass: 7.1.2 + minizlib: 3.0.2 + mkdirp: 3.0.1 + yallist: 5.0.0 - tailwind-merge@2.6.0: {} + text-hex@1.0.0: {} - tailwind-merge@3.2.0: {} + tinyglobby@0.2.14: + dependencies: + fdir: 6.4.6(picomatch@4.0.2) + picomatch: 4.0.2 - tailwindcss@4.1.3: {} + to-regex-range@5.0.1: + dependencies: + is-number: 7.0.0 - tapable@2.2.1: {} + toidentifier@1.0.1: {} totalist@3.0.1: {} + touch@3.1.1: {} + + triple-beam@1.4.1: {} + type-check@0.4.0: dependencies: prelude-ls: 1.2.1 + type-is@2.0.1: + dependencies: + content-type: 1.0.5 + media-typer: 1.1.0 + mime-types: 3.0.1 + typescript@5.8.3: {} + undefsafe@2.0.5: {} + + undici-types@7.8.0: {} + + unpipe@1.0.0: {} + uri-js@4.4.1: dependencies: punycode: 2.3.1 @@ -2852,28 +4471,74 @@ snapshots: uuid@11.1.0: {} - vite@6.2.6(jiti@2.4.2)(lightningcss@1.29.2): + validator@13.15.15: {} + + vary@1.1.2: {} + + vite@7.0.5(@types/node@24.1.0)(jiti@2.4.2)(lightningcss@1.30.1): dependencies: esbuild: 0.25.2 - postcss: 8.5.3 - rollup: 4.39.0 + fdir: 6.4.6(picomatch@4.0.2) + picomatch: 4.0.2 + postcss: 8.5.6 + rollup: 4.45.1 + tinyglobby: 0.2.14 optionalDependencies: + '@types/node': 24.1.0 fsevents: 2.3.3 jiti: 2.4.2 - lightningcss: 1.29.2 + lightningcss: 1.30.1 - vitefu@1.0.6(vite@6.2.6(jiti@2.4.2)(lightningcss@1.29.2)): + vitefu@1.1.1(vite@7.0.5(@types/node@24.1.0)(jiti@2.4.2)(lightningcss@1.30.1)): optionalDependencies: - vite: 6.2.6(jiti@2.4.2)(lightningcss@1.29.2) + vite: 7.0.5(@types/node@24.1.0)(jiti@2.4.2)(lightningcss@1.30.1) + + web-streams-polyfill@3.3.3: {} which@2.0.2: dependencies: isexe: 2.0.0 + winston-transport@4.9.0: + dependencies: + logform: 2.7.0 + readable-stream: 3.6.2 + triple-beam: 1.4.1 + + winston@3.17.0: + dependencies: + '@colors/colors': 1.6.0 + '@dabh/diagnostics': 2.0.3 + async: 3.2.6 + is-stream: 2.0.1 + logform: 2.7.0 + one-time: 1.0.0 + readable-stream: 3.6.2 + safe-stable-stringify: 2.5.0 + stack-trace: 0.0.10 + triple-beam: 1.4.1 + winston-transport: 4.9.0 + word-wrap@1.2.5: {} + wrappy@1.0.2: {} + + yallist@5.0.0: {} + yaml@1.10.2: {} + yaml@2.0.0-1: {} + yocto-queue@0.1.0: {} + z-schema@5.0.5: + dependencies: + lodash.get: 4.4.2 + lodash.isequal: 4.5.0 + validator: 13.15.15 + optionalDependencies: + commander: 9.5.0 + zimmerframe@1.1.2: {} + + zod@4.0.8: {} diff --git a/prisma/migrations/20250411050438_/migration.sql b/prisma/migrations/20250411050438_/migration.sql deleted file mode 100644 index e3a85a9..0000000 --- a/prisma/migrations/20250411050438_/migration.sql +++ /dev/null @@ -1,9 +0,0 @@ -/* - Warnings: - - - You are about to drop the column `password` on the `User` table. All the data in the column will be lost. - -*/ --- AlterTable -ALTER TABLE "User" DROP COLUMN "password", -ADD COLUMN "session_id" TEXT; diff --git a/prisma/migrations/20250411050729_/migration.sql b/prisma/migrations/20250411050729_/migration.sql deleted file mode 100644 index d478c9f..0000000 --- a/prisma/migrations/20250411050729_/migration.sql +++ /dev/null @@ -1,8 +0,0 @@ -/* - Warnings: - - - A unique constraint covering the columns `[session_id]` on the table `User` will be added. If there are existing duplicate values, this will fail. - -*/ --- CreateIndex -CREATE UNIQUE INDEX "User_session_id_key" ON "User"("session_id"); diff --git a/prisma/migrations/20250411050857_/migration.sql b/prisma/migrations/20250411050857_/migration.sql deleted file mode 100644 index 2f93496..0000000 --- a/prisma/migrations/20250411050857_/migration.sql +++ /dev/null @@ -1,12 +0,0 @@ -/* - Warnings: - - - A unique constraint covering the columns `[user_id]` on the table `User` will be added. If there are existing duplicate values, this will fail. - - Added the required column `user_id` to the `User` table without a default value. This is not possible if the table is not empty. - -*/ --- AlterTable -ALTER TABLE "User" ADD COLUMN "user_id" TEXT NOT NULL; - --- CreateIndex -CREATE UNIQUE INDEX "User_user_id_key" ON "User"("user_id"); diff --git a/prisma/migrations/20250411051058_/migration.sql b/prisma/migrations/20250411051058_/migration.sql deleted file mode 100644 index ed0dc7e..0000000 --- a/prisma/migrations/20250411051058_/migration.sql +++ /dev/null @@ -1,9 +0,0 @@ -/* - Warnings: - - - You are about to drop the column `lastLoginAt` on the `User` table. All the data in the column will be lost. - -*/ --- AlterTable -ALTER TABLE "User" DROP COLUMN "lastLoginAt", -ADD COLUMN "lastLogin" TIMESTAMP(3); diff --git a/prisma/migrations/20250410140929_/migration.sql b/prisma/migrations/20250522125603_/migration.sql similarity index 72% rename from prisma/migrations/20250410140929_/migration.sql rename to prisma/migrations/20250522125603_/migration.sql index 4e1444b..36b34e5 100644 --- a/prisma/migrations/20250410140929_/migration.sql +++ b/prisma/migrations/20250522125603_/migration.sql @@ -1,5 +1,5 @@ -- CreateEnum -CREATE TYPE "UserRole" AS ENUM ('ADMIN', 'SALES_REP', 'SALES_MANAGER', 'SUPPORT_REP', 'MARKETING', 'READ_ONLY'); +CREATE TYPE "UserRole" AS ENUM ('ADMIN', 'USER'); -- CreateEnum CREATE TYPE "LeadSource" AS ENUM ('WEB', 'PHONE_INQUIRY', 'PARTNER_REFERRAL', 'COLD_CALL', 'TRADE_SHOW', 'EMPLOYEE_REFERRAL', 'ADVERTISEMENT', 'OTHER'); @@ -16,21 +16,23 @@ CREATE TYPE "CaseStatus" AS ENUM ('OPEN', 'IN_PROGRESS', 'CLOSED'); -- CreateEnum CREATE TYPE "QuoteStatus" AS ENUM ('DRAFT', 'NEEDS_REVIEW', 'IN_REVIEW', 'APPROVED', 'REJECTED', 'PRESENTED', 'ACCEPTED'); +-- CreateEnum +CREATE TYPE "AuditAction" AS ENUM ('CREATE', 'UPDATE', 'DELETE', 'LOGIN', 'LOGOUT', 'EXPORT', 'IMPORT', 'VIEW', 'OTHER'); + -- CreateTable CREATE TABLE "User" ( "id" TEXT NOT NULL, + "user_id" TEXT NOT NULL, "email" TEXT NOT NULL, "name" TEXT, - "password" TEXT NOT NULL, - "role" "UserRole" NOT NULL DEFAULT 'READ_ONLY', + "session_id" TEXT, "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, "updatedAt" TIMESTAMP(3) NOT NULL, "profilePhoto" TEXT, "phone" TEXT, - "title" TEXT, "department" TEXT, "isActive" BOOLEAN NOT NULL DEFAULT true, - "lastLoginAt" TIMESTAMP(3), + "lastLogin" TIMESTAMP(3), CONSTRAINT "User_pkey" PRIMARY KEY ("id") ); @@ -54,8 +56,7 @@ CREATE TABLE "Organization" ( -- CreateTable CREATE TABLE "UserOrganization" ( "id" TEXT NOT NULL, - "role" "UserRole" NOT NULL DEFAULT 'READ_ONLY', - "isPrimary" BOOLEAN NOT NULL DEFAULT false, + "role" "UserRole" NOT NULL DEFAULT 'USER', "joinedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, "userId" TEXT NOT NULL, "organizationId" TEXT NOT NULL, @@ -71,7 +72,13 @@ CREATE TABLE "Account" ( "industry" TEXT, "website" TEXT, "phone" TEXT, - "addressId" TEXT, + "street" TEXT, + "city" TEXT, + "state" TEXT, + "postalCode" TEXT, + "country" TEXT, + "latitude" DOUBLE PRECISION, + "longitude" DOUBLE PRECISION, "annualRevenue" DOUBLE PRECISION, "description" TEXT, "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, @@ -81,6 +88,12 @@ CREATE TABLE "Account" ( "tickerSymbol" TEXT, "rating" TEXT, "sicCode" TEXT, + "isActive" BOOLEAN NOT NULL DEFAULT true, + "isDeleted" BOOLEAN NOT NULL DEFAULT false, + "deletedAt" TIMESTAMP(3), + "deletedById" TEXT, + "closedAt" TIMESTAMP(3), + "closureReason" TEXT, "ownerId" TEXT NOT NULL, "organizationId" TEXT NOT NULL, @@ -96,13 +109,18 @@ CREATE TABLE "Contact" ( "phone" TEXT, "title" TEXT, "department" TEXT, + "street" TEXT, + "city" TEXT, + "state" TEXT, + "postalCode" TEXT, + "country" TEXT, + "latitude" DOUBLE PRECISION, + "longitude" DOUBLE PRECISION, "description" TEXT, "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, "updatedAt" TIMESTAMP(3) NOT NULL, - "accountId" TEXT, "ownerId" TEXT NOT NULL, "organizationId" TEXT NOT NULL, - "addressId" TEXT, CONSTRAINT "Contact_pkey" PRIMARY KEY ("id") ); @@ -243,6 +261,7 @@ CREATE TABLE "Case" ( "origin" TEXT, "type" TEXT, "reason" TEXT, + "dueDate" TIMESTAMP(3), "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, "updatedAt" TIMESTAMP(3) NOT NULL, "closedAt" TIMESTAMP(3), @@ -298,8 +317,16 @@ CREATE TABLE "Quote" ( "discountAmount" DECIMAL(18,2) NOT NULL DEFAULT 0.00, "taxAmount" DECIMAL(18,2) NOT NULL DEFAULT 0.00, "grandTotal" DECIMAL(18,2) NOT NULL DEFAULT 0.00, - "billingAddressId" TEXT, - "shippingAddressId" TEXT, + "billingStreet" TEXT, + "billingCity" TEXT, + "billingState" TEXT, + "billingPostalCode" TEXT, + "billingCountry" TEXT, + "shippingStreet" TEXT, + "shippingCity" TEXT, + "shippingState" TEXT, + "shippingPostalCode" TEXT, + "shippingCountry" TEXT, "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, "updatedAt" TIMESTAMP(3) NOT NULL, "preparedById" TEXT NOT NULL, @@ -327,17 +354,116 @@ CREATE TABLE "QuoteLineItem" ( ); -- CreateTable -CREATE TABLE "Address" ( +CREATE TABLE "AccountContactRelationship" ( "id" TEXT NOT NULL, - "street" TEXT, - "city" TEXT, - "state" TEXT, - "postalCode" TEXT, - "country" TEXT, - "latitude" DOUBLE PRECISION, - "longitude" DOUBLE PRECISION, + "role" TEXT, + "isPrimary" BOOLEAN NOT NULL DEFAULT false, + "startDate" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "endDate" TIMESTAMP(3), + "description" TEXT, + "accountId" TEXT NOT NULL, + "contactId" TEXT NOT NULL, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "updatedAt" TIMESTAMP(3) NOT NULL, + + CONSTRAINT "AccountContactRelationship_pkey" PRIMARY KEY ("id") +); + +-- CreateTable +CREATE TABLE "AuditLog" ( + "id" TEXT NOT NULL, + "timestamp" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "action" "AuditAction" NOT NULL, + "entityType" TEXT NOT NULL, + "entityId" TEXT, + "description" TEXT, + "oldValues" JSONB, + "newValues" JSONB, + "ipAddress" TEXT, + "userAgent" TEXT, + "userId" TEXT NOT NULL, + "organizationId" TEXT NOT NULL, + + CONSTRAINT "AuditLog_pkey" PRIMARY KEY ("id") +); + +-- CreateTable +CREATE TABLE "Board" ( + "id" TEXT NOT NULL, + "name" TEXT NOT NULL, + "description" TEXT, + "ownerId" TEXT NOT NULL, + "organizationId" TEXT NOT NULL, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "updatedAt" TIMESTAMP(3) NOT NULL, + + CONSTRAINT "Board_pkey" PRIMARY KEY ("id") +); + +-- CreateTable +CREATE TABLE "BoardMember" ( + "id" TEXT NOT NULL, + "boardId" TEXT NOT NULL, + "userId" TEXT NOT NULL, + "role" TEXT NOT NULL, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + + CONSTRAINT "BoardMember_pkey" PRIMARY KEY ("id") +); + +-- CreateTable +CREATE TABLE "BoardColumn" ( + "id" TEXT NOT NULL, + "name" TEXT NOT NULL, + "order" INTEGER NOT NULL, + "boardId" TEXT NOT NULL, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "updatedAt" TIMESTAMP(3) NOT NULL, + + CONSTRAINT "BoardColumn_pkey" PRIMARY KEY ("id") +); + +-- CreateTable +CREATE TABLE "BoardTask" ( + "id" TEXT NOT NULL, + "title" TEXT NOT NULL, + "description" TEXT, + "order" INTEGER NOT NULL, + "columnId" TEXT NOT NULL, + "assigneeId" TEXT, + "dueDate" TIMESTAMP(3), + "completed" BOOLEAN NOT NULL DEFAULT false, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "updatedAt" TIMESTAMP(3) NOT NULL, + + CONSTRAINT "BoardTask_pkey" PRIMARY KEY ("id") +); + +-- CreateTable +CREATE TABLE "BoardTaskActivity" ( + "id" TEXT NOT NULL, + "taskId" TEXT NOT NULL, + "authorId" TEXT NOT NULL, + "type" TEXT NOT NULL, + "content" TEXT NOT NULL, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + + CONSTRAINT "BoardTaskActivity_pkey" PRIMARY KEY ("id") +); - CONSTRAINT "Address_pkey" PRIMARY KEY ("id") +-- CreateTable +CREATE TABLE "BlogPost" ( + "id" TEXT NOT NULL, + "title" TEXT NOT NULL, + "slug" TEXT NOT NULL, + "content" TEXT NOT NULL, + "excerpt" TEXT, + "published" BOOLEAN NOT NULL DEFAULT false, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "updatedAt" TIMESTAMP(3) NOT NULL, + "authorId" TEXT NOT NULL, + + CONSTRAINT "BlogPost_pkey" PRIMARY KEY ("id") ); -- CreateTable @@ -356,9 +482,15 @@ CREATE TABLE "_CaseToSolution" ( CONSTRAINT "_CaseToSolution_AB_pkey" PRIMARY KEY ("A","B") ); +-- CreateIndex +CREATE UNIQUE INDEX "User_user_id_key" ON "User"("user_id"); + -- CreateIndex CREATE UNIQUE INDEX "User_email_key" ON "User"("email"); +-- CreateIndex +CREATE UNIQUE INDEX "User_session_id_key" ON "User"("session_id"); + -- CreateIndex CREATE INDEX "UserOrganization_userId_idx" ON "UserOrganization"("userId"); @@ -401,6 +533,36 @@ CREATE INDEX "QuoteLineItem_quoteId_idx" ON "QuoteLineItem"("quoteId"); -- CreateIndex CREATE INDEX "QuoteLineItem_productId_idx" ON "QuoteLineItem"("productId"); +-- CreateIndex +CREATE INDEX "AccountContactRelationship_contactId_idx" ON "AccountContactRelationship"("contactId"); + +-- CreateIndex +CREATE INDEX "AccountContactRelationship_accountId_idx" ON "AccountContactRelationship"("accountId"); + +-- CreateIndex +CREATE UNIQUE INDEX "AccountContactRelationship_contactId_accountId_key" ON "AccountContactRelationship"("contactId", "accountId"); + +-- CreateIndex +CREATE INDEX "AuditLog_timestamp_idx" ON "AuditLog"("timestamp"); + +-- CreateIndex +CREATE INDEX "AuditLog_entityType_entityId_idx" ON "AuditLog"("entityType", "entityId"); + +-- CreateIndex +CREATE INDEX "AuditLog_userId_idx" ON "AuditLog"("userId"); + +-- CreateIndex +CREATE INDEX "AuditLog_organizationId_idx" ON "AuditLog"("organizationId"); + +-- CreateIndex +CREATE INDEX "AuditLog_action_idx" ON "AuditLog"("action"); + +-- CreateIndex +CREATE UNIQUE INDEX "BoardMember_boardId_userId_key" ON "BoardMember"("boardId", "userId"); + +-- CreateIndex +CREATE UNIQUE INDEX "BlogPost_slug_key" ON "BlogPost"("slug"); + -- CreateIndex CREATE INDEX "_ContactToOpportunity_B_index" ON "_ContactToOpportunity"("B"); @@ -414,7 +576,7 @@ ALTER TABLE "UserOrganization" ADD CONSTRAINT "UserOrganization_userId_fkey" FOR ALTER TABLE "UserOrganization" ADD CONSTRAINT "UserOrganization_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE; -- AddForeignKey -ALTER TABLE "Account" ADD CONSTRAINT "Account_addressId_fkey" FOREIGN KEY ("addressId") REFERENCES "Address"("id") ON DELETE SET NULL ON UPDATE CASCADE; +ALTER TABLE "Account" ADD CONSTRAINT "Account_deletedById_fkey" FOREIGN KEY ("deletedById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE; -- AddForeignKey ALTER TABLE "Account" ADD CONSTRAINT "Account_ownerId_fkey" FOREIGN KEY ("ownerId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE; @@ -422,12 +584,6 @@ ALTER TABLE "Account" ADD CONSTRAINT "Account_ownerId_fkey" FOREIGN KEY ("ownerI -- AddForeignKey ALTER TABLE "Account" ADD CONSTRAINT "Account_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE RESTRICT ON UPDATE CASCADE; --- AddForeignKey -ALTER TABLE "Contact" ADD CONSTRAINT "Contact_addressId_fkey" FOREIGN KEY ("addressId") REFERENCES "Address"("id") ON DELETE SET NULL ON UPDATE CASCADE; - --- AddForeignKey -ALTER TABLE "Contact" ADD CONSTRAINT "Contact_accountId_fkey" FOREIGN KEY ("accountId") REFERENCES "Account"("id") ON DELETE SET NULL ON UPDATE CASCADE; - -- AddForeignKey ALTER TABLE "Contact" ADD CONSTRAINT "Contact_ownerId_fkey" FOREIGN KEY ("ownerId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE; @@ -542,12 +698,6 @@ ALTER TABLE "Comment" ADD CONSTRAINT "Comment_accountId_fkey" FOREIGN KEY ("acco -- AddForeignKey ALTER TABLE "Comment" ADD CONSTRAINT "Comment_contactId_fkey" FOREIGN KEY ("contactId") REFERENCES "Contact"("id") ON DELETE SET NULL ON UPDATE CASCADE; --- AddForeignKey -ALTER TABLE "Quote" ADD CONSTRAINT "QuoteBillingAddress_fk" FOREIGN KEY ("billingAddressId") REFERENCES "Address"("id") ON DELETE SET NULL ON UPDATE CASCADE; - --- AddForeignKey -ALTER TABLE "Quote" ADD CONSTRAINT "QuoteShippingAddress_fk" FOREIGN KEY ("shippingAddressId") REFERENCES "Address"("id") ON DELETE SET NULL ON UPDATE CASCADE; - -- AddForeignKey ALTER TABLE "Quote" ADD CONSTRAINT "Quote_preparedById_fkey" FOREIGN KEY ("preparedById") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE; @@ -569,6 +719,48 @@ ALTER TABLE "QuoteLineItem" ADD CONSTRAINT "QuoteLineItem_quoteId_fkey" FOREIGN -- AddForeignKey ALTER TABLE "QuoteLineItem" ADD CONSTRAINT "QuoteLineItem_productId_fkey" FOREIGN KEY ("productId") REFERENCES "Product"("id") ON DELETE RESTRICT ON UPDATE CASCADE; +-- AddForeignKey +ALTER TABLE "AccountContactRelationship" ADD CONSTRAINT "AccountContactRelationship_accountId_fkey" FOREIGN KEY ("accountId") REFERENCES "Account"("id") ON DELETE CASCADE ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "AccountContactRelationship" ADD CONSTRAINT "AccountContactRelationship_contactId_fkey" FOREIGN KEY ("contactId") REFERENCES "Contact"("id") ON DELETE CASCADE ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "AuditLog" ADD CONSTRAINT "AuditLog_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "AuditLog" ADD CONSTRAINT "AuditLog_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "Board" ADD CONSTRAINT "Board_ownerId_fkey" FOREIGN KEY ("ownerId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "Board" ADD CONSTRAINT "Board_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "BoardMember" ADD CONSTRAINT "BoardMember_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "Board"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "BoardMember" ADD CONSTRAINT "BoardMember_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "BoardColumn" ADD CONSTRAINT "BoardColumn_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "Board"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "BoardTask" ADD CONSTRAINT "BoardTask_columnId_fkey" FOREIGN KEY ("columnId") REFERENCES "BoardColumn"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "BoardTask" ADD CONSTRAINT "BoardTask_assigneeId_fkey" FOREIGN KEY ("assigneeId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "BoardTaskActivity" ADD CONSTRAINT "BoardTaskActivity_taskId_fkey" FOREIGN KEY ("taskId") REFERENCES "BoardTask"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "BoardTaskActivity" ADD CONSTRAINT "BoardTaskActivity_authorId_fkey" FOREIGN KEY ("authorId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "BlogPost" ADD CONSTRAINT "BlogPost_authorId_fkey" FOREIGN KEY ("authorId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE; + -- AddForeignKey ALTER TABLE "_ContactToOpportunity" ADD CONSTRAINT "_ContactToOpportunity_A_fkey" FOREIGN KEY ("A") REFERENCES "Contact"("id") ON DELETE CASCADE ON UPDATE CASCADE; diff --git a/prisma/migrations/20250524154126_/migration.sql b/prisma/migrations/20250524154126_/migration.sql new file mode 100644 index 0000000..bf5a78a --- /dev/null +++ b/prisma/migrations/20250524154126_/migration.sql @@ -0,0 +1,5 @@ +-- AlterTable +ALTER TABLE "Comment" ADD COLUMN "taskId" TEXT; + +-- AddForeignKey +ALTER TABLE "Comment" ADD CONSTRAINT "Comment_taskId_fkey" FOREIGN KEY ("taskId") REFERENCES "Task"("id") ON DELETE SET NULL ON UPDATE CASCADE; diff --git a/prisma/migrations/20250525103520_/migration.sql b/prisma/migrations/20250525103520_/migration.sql new file mode 100644 index 0000000..8d7b526 --- /dev/null +++ b/prisma/migrations/20250525103520_/migration.sql @@ -0,0 +1,46 @@ +/* + Warnings: + + - You are about to drop the column `authorId` on the `BlogPost` table. All the data in the column will be lost. + - You are about to drop the column `content` on the `BlogPost` table. All the data in the column will be lost. + - You are about to drop the column `published` on the `BlogPost` table. All the data in the column will be lost. + - Added the required column `seoDescription` to the `BlogPost` table without a default value. This is not possible if the table is not empty. + - Added the required column `seoTitle` to the `BlogPost` table without a default value. This is not possible if the table is not empty. + - Made the column `excerpt` on table `BlogPost` required. This step will fail if there are existing NULL values in that column. + +*/ +-- CreateEnum +CREATE TYPE "ContentBlockType" AS ENUM ('MARKDOWN', 'CODE', 'IMAGE'); + +-- DropForeignKey +ALTER TABLE "BlogPost" DROP CONSTRAINT "BlogPost_authorId_fkey"; + +-- AlterTable +ALTER TABLE "BlogPost" DROP COLUMN "authorId", +DROP COLUMN "content", +DROP COLUMN "published", +ADD COLUMN "draft" BOOLEAN NOT NULL DEFAULT false, +ADD COLUMN "seoDescription" TEXT NOT NULL, +ADD COLUMN "seoTitle" TEXT NOT NULL, +ADD COLUMN "userId" TEXT, +ALTER COLUMN "excerpt" SET NOT NULL; + +-- CreateTable +CREATE TABLE "BlogContentBlock" ( + "id" TEXT NOT NULL, + "blogId" TEXT NOT NULL, + "type" "ContentBlockType" NOT NULL, + "content" TEXT NOT NULL, + "displayOrder" INTEGER NOT NULL, + "draft" BOOLEAN NOT NULL DEFAULT false, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "updatedAt" TIMESTAMP(3) NOT NULL, + + CONSTRAINT "BlogContentBlock_pkey" PRIMARY KEY ("id") +); + +-- AddForeignKey +ALTER TABLE "BlogPost" ADD CONSTRAINT "BlogPost_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE; + +-- AddForeignKey +ALTER TABLE "BlogContentBlock" ADD CONSTRAINT "BlogContentBlock_blogId_fkey" FOREIGN KEY ("blogId") REFERENCES "BlogPost"("id") ON DELETE RESTRICT ON UPDATE CASCADE; diff --git a/prisma/migrations/20250527121431_add_newsletter_subscriber/migration.sql b/prisma/migrations/20250527121431_add_newsletter_subscriber/migration.sql new file mode 100644 index 0000000..3b1ef19 --- /dev/null +++ b/prisma/migrations/20250527121431_add_newsletter_subscriber/migration.sql @@ -0,0 +1,30 @@ +-- CreateTable +CREATE TABLE "NewsletterSubscriber" ( + "id" TEXT NOT NULL, + "email" TEXT NOT NULL, + "isActive" BOOLEAN NOT NULL DEFAULT true, + "subscribedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "unsubscribedAt" TIMESTAMP(3), + "confirmationToken" TEXT, + "isConfirmed" BOOLEAN NOT NULL DEFAULT false, + "confirmedAt" TIMESTAMP(3), + "ipAddress" TEXT, + "userAgent" TEXT, + + CONSTRAINT "NewsletterSubscriber_pkey" PRIMARY KEY ("id") +); + +-- CreateIndex +CREATE UNIQUE INDEX "NewsletterSubscriber_email_key" ON "NewsletterSubscriber"("email"); + +-- CreateIndex +CREATE UNIQUE INDEX "NewsletterSubscriber_confirmationToken_key" ON "NewsletterSubscriber"("confirmationToken"); + +-- CreateIndex +CREATE INDEX "NewsletterSubscriber_email_idx" ON "NewsletterSubscriber"("email"); + +-- CreateIndex +CREATE INDEX "NewsletterSubscriber_isActive_idx" ON "NewsletterSubscriber"("isActive"); + +-- CreateIndex +CREATE INDEX "NewsletterSubscriber_subscribedAt_idx" ON "NewsletterSubscriber"("subscribedAt"); diff --git a/prisma/migrations/20250528002056_/migration.sql b/prisma/migrations/20250528002056_/migration.sql new file mode 100644 index 0000000..8ee218d --- /dev/null +++ b/prisma/migrations/20250528002056_/migration.sql @@ -0,0 +1,8 @@ +-- DropForeignKey +ALTER TABLE "Contact" DROP CONSTRAINT "Contact_organizationId_fkey"; + +-- AlterTable +ALTER TABLE "Contact" ALTER COLUMN "organizationId" DROP NOT NULL; + +-- AddForeignKey +ALTER TABLE "Contact" ADD CONSTRAINT "Contact_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE SET NULL ON UPDATE CASCADE; diff --git a/prisma/migrations/20250528021650_/migration.sql b/prisma/migrations/20250528021650_/migration.sql new file mode 100644 index 0000000..5562f30 --- /dev/null +++ b/prisma/migrations/20250528021650_/migration.sql @@ -0,0 +1,5 @@ +-- CreateEnum +CREATE TYPE "OpportunityStatus" AS ENUM ('SUCCESS', 'FAILED', 'IN_PROGRESS'); + +-- AlterTable +ALTER TABLE "Opportunity" ADD COLUMN "status" "OpportunityStatus"; diff --git a/prisma/migrations/20250528040308_/migration.sql b/prisma/migrations/20250528040308_/migration.sql new file mode 100644 index 0000000..8cec846 --- /dev/null +++ b/prisma/migrations/20250528040308_/migration.sql @@ -0,0 +1,14 @@ +-- CreateTable +CREATE TABLE "ContactSubmission" ( + "id" TEXT NOT NULL, + "name" TEXT NOT NULL, + "email" TEXT NOT NULL, + "message" TEXT NOT NULL, + "reason" TEXT NOT NULL, + "ipAddress" TEXT, + "userAgent" TEXT, + "referrer" TEXT, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + + CONSTRAINT "ContactSubmission_pkey" PRIMARY KEY ("id") +); diff --git a/prisma/migrations/20250618024526_/migration.sql b/prisma/migrations/20250618024526_/migration.sql new file mode 100644 index 0000000..0c1386e --- /dev/null +++ b/prisma/migrations/20250618024526_/migration.sql @@ -0,0 +1,8 @@ +/* + Warnings: + + - You are about to drop the column `department` on the `User` table. All the data in the column will be lost. + +*/ +-- AlterTable +ALTER TABLE "User" DROP COLUMN "department"; diff --git a/prisma/migrations/20250730175647_add_jwt_token_model/migration.sql b/prisma/migrations/20250730175647_add_jwt_token_model/migration.sql new file mode 100644 index 0000000..0440d5a --- /dev/null +++ b/prisma/migrations/20250730175647_add_jwt_token_model/migration.sql @@ -0,0 +1,30 @@ +-- CreateTable +CREATE TABLE "JwtToken" ( + "id" TEXT NOT NULL, + "token" TEXT NOT NULL, + "userId" TEXT NOT NULL, + "expiresAt" TIMESTAMP(3) NOT NULL, + "isRevoked" BOOLEAN NOT NULL DEFAULT false, + "deviceInfo" TEXT, + "ipAddress" TEXT, + "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP, + "updatedAt" TIMESTAMP(3) NOT NULL, + "lastUsedAt" TIMESTAMP(3), + + CONSTRAINT "JwtToken_pkey" PRIMARY KEY ("id") +); + +-- CreateIndex +CREATE UNIQUE INDEX "JwtToken_token_key" ON "JwtToken"("token"); + +-- CreateIndex +CREATE INDEX "JwtToken_userId_idx" ON "JwtToken"("userId"); + +-- CreateIndex +CREATE INDEX "JwtToken_expiresAt_idx" ON "JwtToken"("expiresAt"); + +-- CreateIndex +CREATE INDEX "JwtToken_isRevoked_idx" ON "JwtToken"("isRevoked"); + +-- AddForeignKey +ALTER TABLE "JwtToken" ADD CONSTRAINT "JwtToken_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE; diff --git a/prisma/migrations/migration_lock.toml b/prisma/migrations/migration_lock.toml index 648c57f..044d57c 100644 --- a/prisma/migrations/migration_lock.toml +++ b/prisma/migrations/migration_lock.toml @@ -1,3 +1,3 @@ # Please do not edit this file manually # It should be added in your version-control system (e.g., Git) -provider = "postgresql" \ No newline at end of file +provider = "postgresql" diff --git a/prisma/schema.prisma b/prisma/schema.prisma index af7e68a..7b57a4e 100644 --- a/prisma/schema.prisma +++ b/prisma/schema.prisma @@ -9,40 +9,59 @@ datasource db { enum UserRole { ADMIN - SALES_REP - SALES_MANAGER - SUPPORT_REP - MARKETING - READ_ONLY + USER } model User { - id String @id @default(uuid()) - user_id String @unique - email String @unique - name String? - session_id String? @unique - role UserRole @default(READ_ONLY) - createdAt DateTime @default(now()) - updatedAt DateTime @updatedAt - profilePhoto String? - phone String? - title String? - department String? - isActive Boolean @default(true) - lastLogin DateTime? - accounts Account[] - contacts Contact[] - leads Lead[] - opportunities Opportunity[] - tasks Task[] - events Event[] - ownedTasks Task[] @relation("TaskOwner") - ownedEvents Event[] @relation("EventOwner") - cases Case[] - comments Comment[] - preparedQuotes Quote[] @relation("QuotePreparer") - organizations UserOrganization[] + id String @id @default(uuid()) + user_id String @unique + email String @unique + name String? + session_id String? @unique + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt + profilePhoto String? + phone String? + isActive Boolean @default(true) + lastLogin DateTime? + accounts Account[] + deletedAccounts Account[] @relation("DeletedAccounts") + contacts Contact[] + leads Lead[] + opportunities Opportunity[] + tasks Task[] // Tasks created by user + events Event[] // Events created by user + ownedTasks Task[] @relation("TaskOwner") + ownedEvents Event[] @relation("EventOwner") + cases Case[] + comments Comment[] + preparedQuotes Quote[] @relation("QuotePreparer") + organizations UserOrganization[] + AuditLog AuditLog[] + Board Board[] + BoardMember BoardMember[] + BoardTask BoardTask[] + BoardTaskActivity BoardTaskActivity[] + BlogPost BlogPost[] + jwtTokens JwtToken[] +} + +model JwtToken { + id String @id @default(uuid()) + token String @unique + userId String + user User @relation(fields: [userId], references: [id], onDelete: Cascade) + expiresAt DateTime + isRevoked Boolean @default(false) + deviceInfo String? // Optional: store device/client info + ipAddress String? // Optional: store IP address + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt + lastUsedAt DateTime? + + @@index([userId]) + @@index([expiresAt]) + @@index([isRevoked]) } model Organization { @@ -70,13 +89,15 @@ model Organization { quotes Quote[] products Product[] solutions Solution[] + AuditLog AuditLog[] + Board Board[] } model UserOrganization { - id String @id @default(uuid()) - role UserRole @default(READ_ONLY) - isPrimary Boolean @default(false) - joinedAt DateTime @default(now()) + id String @id @default(uuid()) + role UserRole @default(USER) + // isPrimary Boolean @default(false) + joinedAt DateTime @default(now()) // Relationships user User @relation(fields: [userId], references: [id], onDelete: Cascade) @@ -90,62 +111,78 @@ model UserOrganization { } model Account { - id String @id @default(uuid()) + id String @id @default(uuid()) name String type String? // customer, partner, prospect industry String? website String? phone String? - address Address? @relation("AccountAddress", fields: [addressId], references: [id]) - addressId String? + street String? + city String? + state String? + postalCode String? + country String? + latitude Float? + longitude Float? annualRevenue Float? description String? - createdAt DateTime @default(now()) - updatedAt DateTime @updatedAt + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt numberOfEmployees Int? accountOwnership String? // Public, Private, Subsidiary, etc. tickerSymbol String? rating String? // Hot, Warm, Cold sicCode String? // Standard Industrial Classification code - owner User @relation(fields: [ownerId], references: [id]) + isActive Boolean @default(true) + isDeleted Boolean @default(false) + deletedAt DateTime? + deletedById String? + deletedBy User? @relation("DeletedAccounts", fields: [deletedById], references: [id]) + closedAt DateTime? + closureReason String? + owner User @relation(fields: [ownerId], references: [id]) ownerId String - organization Organization @relation(fields: [organizationId], references: [id]) + organization Organization @relation(fields: [organizationId], references: [id]) organizationId String - contacts Contact[] opportunities Opportunity[] tasks Task[] events Event[] cases Case[] comments Comment[] - quotes Quote[] @relation("AccountQuotes") + quotes Quote[] @relation("AccountQuotes") + relatedContacts AccountContactRelationship[] } model Contact { - id String @id @default(uuid()) - firstName String - lastName String - email String? - phone String? - title String? - department String? - mailingAddress Address? @relation(fields: [addressId], references: [id]) - description String? - createdAt DateTime @default(now()) - updatedAt DateTime @updatedAt - account Account? @relation(fields: [accountId], references: [id]) - accountId String? - owner User @relation(fields: [ownerId], references: [id]) - ownerId String - organization Organization @relation(fields: [organizationId], references: [id]) - organizationId String - tasks Task[] - events Event[] - opportunities Opportunity[] - cases Case[] - leads Lead[] - comments Comment[] - quotes Quote[] @relation("ContactQuotes") - addressId String? + id String @id @default(uuid()) + firstName String + lastName String + email String? + phone String? + title String? + department String? + street String? + city String? + state String? + postalCode String? + country String? + latitude Float? + longitude Float? + description String? + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt + owner User @relation(fields: [ownerId], references: [id]) + ownerId String + organization Organization? @relation(fields: [organizationId], references: [id]) + organizationId String? + tasks Task[] + events Event[] + opportunities Opportunity[] + cases Case[] + leads Lead[] // Keep this relation for historical tracking only + comments Comment[] + quotes Quote[] @relation("ContactQuotes") + relatedAccounts AccountContactRelationship[] } enum LeadSource { @@ -198,11 +235,17 @@ enum LeadStatus { UNQUALIFIED CONVERTED } +enum OpportunityStatus { + SUCCESS + FAILED + IN_PROGRESS +} model Opportunity { id String @id @default(uuid()) name String amount Float? + status OpportunityStatus? closeDate DateTime? probability Float? // Percentage chance to close (0-100) type String? // New Business, Existing Business, etc. @@ -262,6 +305,7 @@ model Task { caseId String? organization Organization @relation(fields: [organizationId], references: [id]) organizationId String + comments Comment[] @relation("TaskComments") } model Event { @@ -329,6 +373,7 @@ model Case { origin String? // Email, Web, Phone type String? // Problem, Feature Request, Question reason String? // Example: "User didn't attend training, Complex functionality" + dueDate DateTime? createdAt DateTime @default(now()) updatedAt DateTime @updatedAt closedAt DateTime? @@ -384,25 +429,39 @@ model Comment { accountId String? contact Contact? @relation(fields: [contactId], references: [id]) contactId String? + task Task? @relation("TaskComments", fields: [taskId], references: [id]) + taskId String? } model Quote { - id String @id @default(uuid()) - quoteNumber String @unique - name String - status QuoteStatus @default(DRAFT) - description String? @db.Text - expirationDate DateTime? - subtotal Decimal @default(0.00) @db.Decimal(18, 2) - discountAmount Decimal @default(0.00) @db.Decimal(18, 2) - taxAmount Decimal @default(0.00) @db.Decimal(18, 2) - grandTotal Decimal @default(0.00) @db.Decimal(18, 2) - billingAddressId String? - shippingAddressId String? - billingAddress Address? @relation("QuoteBillingAddress", fields: [billingAddressId], references: [id], map: "QuoteBillingAddress_fk") - shippingAddress Address? @relation("QuoteShippingAddress", fields: [shippingAddressId], references: [id], map: "QuoteShippingAddress_fk") - createdAt DateTime @default(now()) - updatedAt DateTime @updatedAt + id String @id @default(uuid()) + quoteNumber String @unique + name String + status QuoteStatus @default(DRAFT) + description String? @db.Text + expirationDate DateTime? + subtotal Decimal @default(0.00) @db.Decimal(18, 2) + discountAmount Decimal @default(0.00) @db.Decimal(18, 2) + taxAmount Decimal @default(0.00) @db.Decimal(18, 2) + grandTotal Decimal @default(0.00) @db.Decimal(18, 2) + + // Billing address fields + billingStreet String? + billingCity String? + billingState String? + billingPostalCode String? + billingCountry String? + + // Shipping address fields + shippingStreet String? + shippingCity String? + shippingState String? + shippingPostalCode String? + shippingCountry String? + + // Remove billingAddressId, shippingAddressId and address relations + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt // Relationships preparedById String @@ -454,18 +513,193 @@ enum QuoteStatus { ACCEPTED } -model Address { - id String @id @default(uuid()) - street String? - city String? - state String? - postalCode String? - country String? - latitude Float? - longitude Float? - - billingQuotes Quote[] @relation("QuoteBillingAddress") - shippingQuotes Quote[] @relation("QuoteShippingAddress") - accounts Account[] @relation("AccountAddress") - Contact Contact[] +model AccountContactRelationship { + id String @id @default(uuid()) + role String? // Decision Maker, Influencer, etc. + isPrimary Boolean @default(false) + startDate DateTime @default(now()) + endDate DateTime? + description String? + + // Relationships + account Account @relation(fields: [accountId], references: [id], onDelete: Cascade) + accountId String + contact Contact @relation(fields: [contactId], references: [id], onDelete: Cascade) + contactId String + + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt + + @@unique([contactId, accountId]) + @@index([contactId]) + @@index([accountId]) +} + +enum AuditAction { + CREATE + UPDATE + DELETE + LOGIN + LOGOUT + EXPORT + IMPORT + VIEW + OTHER +} + +model AuditLog { + id String @id @default(uuid()) + timestamp DateTime @default(now()) + action AuditAction + entityType String // Account, Contact, Opportunity, etc. + entityId String? // The ID of the affected entity + description String? // Human-readable description of the action + oldValues Json? // Previous state (for updates/deletes) + newValues Json? // New state (for creates/updates) + ipAddress String? // IP address of the user + userAgent String? // Browser/client information + + // Relationships + user User @relation(fields: [userId], references: [id]) + userId String + organization Organization @relation(fields: [organizationId], references: [id]) + organizationId String + + @@index([timestamp]) + @@index([entityType, entityId]) + @@index([userId]) + @@index([organizationId]) + @@index([action]) +} + +// --- Trello-like Board Models --- +model Board { + id String @id @default(uuid()) + name String + description String? + owner User @relation(fields: [ownerId], references: [id]) + ownerId String + organization Organization @relation(fields: [organizationId], references: [id]) + organizationId String + members BoardMember[] + columns BoardColumn[] + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt +} + +model BoardMember { + id String @id @default(uuid()) + board Board @relation(fields: [boardId], references: [id]) + boardId String + user User @relation(fields: [userId], references: [id]) + userId String + role String // e.g. "admin", "member" + createdAt DateTime @default(now()) + + @@unique([boardId, userId]) +} + +model BoardColumn { + id String @id @default(uuid()) + name String + order Int + board Board @relation(fields: [boardId], references: [id]) + boardId String + tasks BoardTask[] + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt +} + +model BoardTask { + id String @id @default(uuid()) + title String + description String? + order Int + column BoardColumn @relation(fields: [columnId], references: [id]) + columnId String + assignee User? @relation(fields: [assigneeId], references: [id]) + assigneeId String? + dueDate DateTime? + completed Boolean @default(false) + activities BoardTaskActivity[] + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt +} + +model BoardTaskActivity { + id String @id @default(uuid()) + task BoardTask @relation(fields: [taskId], references: [id]) + taskId String + author User @relation(fields: [authorId], references: [id]) + authorId String + type String // e.g. "comment", "status_change" + content String + createdAt DateTime @default(now()) +} + +model BlogPost { + id String @id @default(cuid()) + title String + seoTitle String + seoDescription String + excerpt String + slug String @unique + draft Boolean @default(false) + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt + contentBlocks BlogContentBlock[] + User User? @relation(fields: [userId], references: [id]) + userId String? +} + +model BlogContentBlock { + id String @id @default(cuid()) + blog BlogPost @relation(fields: [blogId], references: [id]) + blogId String + type ContentBlockType + content String + displayOrder Int + draft Boolean @default(false) + createdAt DateTime @default(now()) + updatedAt DateTime @updatedAt +} + +enum ContentBlockType { + MARKDOWN + CODE + IMAGE +} + +model NewsletterSubscriber { + id String @id @default(uuid()) + email String @unique + isActive Boolean @default(true) + subscribedAt DateTime @default(now()) + unsubscribedAt DateTime? + confirmationToken String? @unique + isConfirmed Boolean @default(false) + confirmedAt DateTime? + ipAddress String? + userAgent String? + + @@index([email]) + @@index([isActive]) + @@index([subscribedAt]) +} + + + +model ContactSubmission { + id String @id @default(uuid()) + name String + email String + message String + reason String + + // Tracking fields + ipAddress String? + userAgent String? + referrer String? + + createdAt DateTime @default(now()) } diff --git a/server.js b/server.js new file mode 100644 index 0000000..b7150da --- /dev/null +++ b/server.js @@ -0,0 +1,102 @@ +import express from 'express'; +import cors from 'cors'; +import helmet from 'helmet'; +import rateLimit from 'express-rate-limit'; +import swaggerJsdoc from 'swagger-jsdoc'; +import swaggerUi from 'swagger-ui-express'; +import dotenv from 'dotenv'; +import { createLogger } from './api/config/logger.js'; +import { requestLogger } from './api/middleware/requestLogger.js'; +import { errorHandler } from './api/middleware/errorHandler.js'; +import authRoutes from './api/routes/auth.js'; +import dashboardRoutes from './api/routes/dashboard.js'; +import leadRoutes from './api/routes/leads.js'; +import accountRoutes from './api/routes/accounts.js'; +import contactRoutes from './api/routes/contacts.js'; +import opportunityRoutes from './api/routes/opportunities.js'; +import taskRoutes from './api/routes/tasks.js'; +import organizationRoutes from './api/routes/organizations.js'; + +dotenv.config(); + +const app = express(); +const logger = createLogger(); +const PORT = process.env.PORT || 3001; + +// Trust proxy setting for rate limiting +app.set('trust proxy', 1); + +const rateLimiter = rateLimit({ + windowMs: 15 * 60 * 1000, // 15 minutes + max: 100, + message: 'Too many requests from this IP, please try again later.', +}); + +const swaggerOptions = { + definition: { + openapi: '3.0.0', + info: { + title: 'BottleCRM API', + version: '1.0.0', + description: 'Multi-tenant CRM API with JWT authentication', + }, + servers: [ + { + url: `http://localhost:${PORT}`, + description: 'Development server', + }, + ], + components: { + securitySchemes: { + bearerAuth: { + type: 'http', + scheme: 'bearer', + bearerFormat: 'JWT', + }, + }, + }, + security: [ + { + bearerAuth: [], + }, + ], + }, + apis: ['./api/routes/*.js'], +}; + +const specs = swaggerJsdoc(swaggerOptions); + +app.use(helmet()); +app.use(cors({ + origin: process.env.FRONTEND_URL || 'http://localhost:5173', + credentials: true, +})); +app.use(rateLimiter); +app.use(express.json({ limit: '10mb' })); +app.use(express.urlencoded({ extended: true })); + +app.use(requestLogger); + +app.use('/api-docs', swaggerUi.serve, swaggerUi.setup(specs)); + +app.use('/auth', authRoutes); +app.use('/dashboard', dashboardRoutes); +app.use('/leads', leadRoutes); +app.use('/accounts', accountRoutes); +app.use('/contacts', contactRoutes); +app.use('/opportunities', opportunityRoutes); +app.use('/tasks', taskRoutes); +app.use('/organizations', organizationRoutes); + +app.get('/health', (req, res) => { + res.json({ status: 'OK', timestamp: new Date().toISOString() }); +}); + +app.use(errorHandler); + +app.listen(PORT, () => { + logger.info(`BottleCRM API server running on port ${PORT}`); + logger.info(`Swagger documentation available at http://localhost:${PORT}/api-docs`); +}); + +export default app; \ No newline at end of file diff --git a/src/app.css b/src/app.css index e9f78c8..a596c08 100644 --- a/src/app.css +++ b/src/app.css @@ -1,24 +1,3 @@ @import 'tailwindcss'; @plugin '@tailwindcss/typography'; -@plugin 'flowbite/plugin'; - -@custom-variant dark (&:where(.dark, .dark *)); -@tailwind base; -@tailwind components; -@tailwind utilities; - -:root { - --color-primary-50: #fff5f2; - --color-primary-100: #fff1ee; - --color-primary-200: #ffe4de; - --color-primary-300: #ffd5cc; - --color-primary-400: #ffbcad; - --color-primary-500: #fe795d; - --color-primary-600: #ef562f; - --color-primary-700: #eb4f27; - --color-primary-800: #cc4522; - --color-primary-900: #a5371b; -} - -@source "../node_modules/flowbite-svelte/dist"; \ No newline at end of file diff --git a/src/app.d.ts b/src/app.d.ts index da08e6d..e4ad273 100644 --- a/src/app.d.ts +++ b/src/app.d.ts @@ -3,7 +3,11 @@ declare global { namespace App { // interface Error {} - // interface Locals {} + interface Locals { + user?: any; // You might want to replace 'any' with a more specific type for user + org?: any; // You might want to replace 'any' with a more specific type for org + org_name?: string; + } // interface PageData {} // interface PageState {} // interface Platform {} diff --git a/src/app.html b/src/app.html index 77a5ff5..c09a9ae 100644 --- a/src/app.html +++ b/src/app.html @@ -1,8 +1,17 @@ + + + - + %sveltekit.head% diff --git a/src/hooks.server.js b/src/hooks.server.js index 334b772..e9df2f5 100644 --- a/src/hooks.server.js +++ b/src/hooks.server.js @@ -5,7 +5,7 @@ import { redirect } from '@sveltejs/kit'; export async function handle({ event, resolve }) { const sessionId = await event.cookies.get('session'); // console.log(sessionId, '-----------------sessionid') - let user = false + let user = null; if(sessionId && sessionId!=''){ user = await prisma.user.findFirst({ where: { @@ -31,13 +31,29 @@ export async function handle({ event, resolve }) { } }); - if (userOrg) { - // User has access to this organization, set it in locals - event.locals.org = userOrg.organization; - } else { - // User doesn't have access to this organization, redirect to logout - throw redirect(307, '/logout'); - } + if (userOrg) { + // User has access to this organization, set it in locals + event.locals.org = userOrg.organization; + // Also set org_name from cookie if available + const orgName = event.cookies.get('org_name'); + if (orgName) { + try { + event.locals.org_name = decodeURIComponent(orgName); + } catch (e) { + event.locals.org_name = orgName; + } + } else { + event.locals.org_name = userOrg.organization.name; + } + } else { + // User doesn't have access to this organization or orgId is stale. + // Clear the invalid org cookies. + event.cookies.delete('org', { path: '/' }); + event.cookies.delete('org_name', { path: '/' }); + // Redirect to the organization selection page. + // The user is still authenticated. + throw redirect(307, '/org'); + } } } @@ -56,6 +72,17 @@ export async function handle({ event, resolve }) { // We already verified above that if org exists in locals, the user is part of it } + // Handle admin routes - only allow micropyramid.com domain users + else if (event.url.pathname.startsWith('/admin')) { + if (!user) { + throw redirect(307, '/login'); + } + + // Check if user's email domain is micropyramid.com + if (!user.email || !user.email.endsWith('@micropyramid.com')) { + throw redirect(307, '/app'); + } + } // Handle other protected routes else if (event.url.pathname.startsWith('/org')) { if (!user) { diff --git a/src/lib/assets/images/banner.png b/src/lib/assets/images/banner.png new file mode 100644 index 0000000..641cc18 Binary files /dev/null and b/src/lib/assets/images/banner.png differ diff --git a/src/lib/assets/images/logo.png b/src/lib/assets/images/logo.png index aaa1f1c..1433123 100644 Binary files a/src/lib/assets/images/logo.png and b/src/lib/assets/images/logo.png differ diff --git a/src/lib/components/LeadCard.svelte b/src/lib/components/LeadCard.svelte deleted file mode 100644 index db578f6..0000000 --- a/src/lib/components/LeadCard.svelte +++ /dev/null @@ -1,36 +0,0 @@ - - -
-
-
selectLeadList(item.id)}>{item.title}
- -
- -
- {item.country} - source {item.source} - status {item.status} -
- -
- {#each item.tags as tag} - {tag} - {/each} -
- -
- Created {FormateTime(item.created_at)} by - {item.first_name} - {item.first_name} {item.last_name} -
-
- \ No newline at end of file diff --git a/src/lib/data/accountOwnership.js b/src/lib/data/accountOwnership.js new file mode 100644 index 0000000..203fbcf --- /dev/null +++ b/src/lib/data/accountOwnership.js @@ -0,0 +1,9 @@ +export const accountOwnership = [ + ['', 'Select Ownership'], + ['PUBLIC', 'Public'], + ['PRIVATE', 'Private'], + ['SUBSIDIARY', 'Subsidiary'], + ['NON_PROFIT', 'Non-Profit'], + ['GOVERNMENT', 'Government'], + ['OTHER', 'Other'] +]; diff --git a/src/lib/data/accountTypes.js b/src/lib/data/accountTypes.js new file mode 100644 index 0000000..6cbaeee --- /dev/null +++ b/src/lib/data/accountTypes.js @@ -0,0 +1,9 @@ +export const accountTypes = [ + ['', 'Select Type'], + ['CUSTOMER', 'Customer'], + ['PARTNER', 'Partner'], + ['PROSPECT', 'Prospect'], + ['VENDOR', 'Vendor'], + ['COMPETITOR', 'Competitor'], + ['OTHER', 'Other'] +]; diff --git a/src/lib/data/countries.js b/src/lib/data/countries.js new file mode 100644 index 0000000..a38992a --- /dev/null +++ b/src/lib/data/countries.js @@ -0,0 +1,44 @@ +export const countries = [ + ['', 'Select Country'], + ['US', 'United States'], + ['UK', 'United Kingdom'], + ['CA', 'Canada'], + ['AU', 'Australia'], + ['IN', 'India'], + ['DE', 'Germany'], + ['FR', 'France'], + ['JP', 'Japan'], + ['CN', 'China'], + ['BR', 'Brazil'], + ['MX', 'Mexico'], + ['IT', 'Italy'], + ['ES', 'Spain'], + ['NL', 'Netherlands'], + ['SE', 'Sweden'], + ['NO', 'Norway'], + ['DK', 'Denmark'], + ['FI', 'Finland'], + ['CH', 'Switzerland'], + ['AT', 'Austria'], + ['BE', 'Belgium'], + ['IE', 'Ireland'], + ['PL', 'Poland'], + ['RU', 'Russia'], + ['KR', 'South Korea'], + ['SG', 'Singapore'], + ['TH', 'Thailand'], + ['MY', 'Malaysia'], + ['ID', 'Indonesia'], + ['PH', 'Philippines'], + ['VN', 'Vietnam'], + ['NZ', 'New Zealand'], + ['ZA', 'South Africa'], + ['EG', 'Egypt'], + ['NG', 'Nigeria'], + ['KE', 'Kenya'], + ['AR', 'Argentina'], + ['CL', 'Chile'], + ['CO', 'Colombia'], + ['PE', 'Peru'], + ['OTHER', 'Other'] +]; diff --git a/src/lib/data/index.js b/src/lib/data/index.js new file mode 100644 index 0000000..f5efe2f --- /dev/null +++ b/src/lib/data/index.js @@ -0,0 +1,8 @@ +// Re-export all data constants for easy importing +export { industries } from './industries.js'; +export { accountTypes } from './accountTypes.js'; +export { accountOwnership } from './accountOwnership.js'; +export { ratings } from './ratings.js'; +export { countries } from './countries.js'; +export { leadSources } from './leadSources.js'; +export { leadStatuses } from './leadStatuses.js'; diff --git a/src/lib/data/industries.js b/src/lib/data/industries.js new file mode 100644 index 0000000..aa3dc88 --- /dev/null +++ b/src/lib/data/industries.js @@ -0,0 +1,16 @@ +export const industries = [ + ['', 'Select Industry'], + ['TECHNOLOGY', 'Technology'], + ['HEALTHCARE', 'Healthcare'], + ['FINANCE', 'Finance'], + ['EDUCATION', 'Education'], + ['RETAIL', 'Retail'], + ['MANUFACTURING', 'Manufacturing'], + ['ENERGY', 'Energy'], + ['REAL_ESTATE', 'Real Estate'], + ['CONSTRUCTION', 'Construction'], + ['TRANSPORTATION', 'Transportation'], + ['HOSPITALITY', 'Hospitality'], + ['AGRICULTURE', 'Agriculture'], + ['OTHER', 'Other'] +]; diff --git a/src/lib/data/leadSources.js b/src/lib/data/leadSources.js new file mode 100644 index 0000000..bb3fb67 --- /dev/null +++ b/src/lib/data/leadSources.js @@ -0,0 +1,18 @@ +export const leadSources = [ + ['', 'Select Source'], + ['WEB', 'Website'], + ['PHONE_INQUIRY', 'Phone Inquiry'], + ['PARTNER_REFERRAL', 'Partner Referral'], + ['COLD_CALL', 'Cold Call'], + ['TRADE_SHOW', 'Trade Show'], + ['EMPLOYEE_REFERRAL', 'Employee Referral'], + ['ADVERTISEMENT', 'Advertisement'], + ['SOCIAL_MEDIA', 'Social Media'], + ['EMAIL_CAMPAIGN', 'Email Campaign'], + ['WEBINAR', 'Webinar'], + ['CONTENT_MARKETING', 'Content Marketing'], + ['SEO', 'SEO/Organic Search'], + ['PPC', 'Pay-Per-Click Advertising'], + ['DIRECT_MAIL', 'Direct Mail'], + ['OTHER', 'Other'] +]; diff --git a/src/lib/data/leadStatuses.js b/src/lib/data/leadStatuses.js new file mode 100644 index 0000000..9653611 --- /dev/null +++ b/src/lib/data/leadStatuses.js @@ -0,0 +1,7 @@ +export const leadStatuses = [ + ['NEW', 'New'], + ['PENDING', 'Pending'], + ['CONTACTED', 'Contacted'], + ['QUALIFIED', 'Qualified'], + ['UNQUALIFIED', 'Unqualified'] +]; diff --git a/src/lib/data/ratings.js b/src/lib/data/ratings.js new file mode 100644 index 0000000..b93a611 --- /dev/null +++ b/src/lib/data/ratings.js @@ -0,0 +1,6 @@ +export const ratings = [ + ['', 'Select Rating'], + ['HOT', '🔥 Hot'], + ['WARM', '🟡 Warm'], + ['COLD', '🟦 Cold'] +]; diff --git a/src/lib/newsletter.js b/src/lib/newsletter.js new file mode 100644 index 0000000..6dd850d --- /dev/null +++ b/src/lib/newsletter.js @@ -0,0 +1,151 @@ +// Newsletter utility functions for email confirmation and management + +/** + * Generate unsubscribe link + * @param {string} token - Confirmation token + * @param {string} baseUrl - Base URL of the application + * @returns {string} Unsubscribe URL + */ +export function generateUnsubscribeLink(token, baseUrl = 'https://bottlecrm.io') { + return `${baseUrl}/unsubscribe?token=${token}`; +} + +/** + * Validate email format + * @param {string} email - Email to validate + * @returns {boolean} True if email is valid + */ +export function isValidEmail(email) { + const emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/; + return emailRegex.test(email); +} + +/** + * Generate email confirmation template + * @param {string} email - Subscriber email + * @param {string} unsubscribeLink - Unsubscribe link + * @returns {object} Email template with subject and body + */ +export function generateWelcomeEmail(email, unsubscribeLink) { + return { + subject: 'Welcome to BottleCRM Newsletter!', + html: ` + + + + + + Welcome to BottleCRM Newsletter + + +
+

Welcome to BottleCRM!

+

Thank you for subscribing to our newsletter

+
+ +
+

What to expect:

+
    +
  • 🚀 Product Updates: Be the first to know about new features and improvements
    • +
  • 💡 CRM Tips: Best practices to maximize your customer relationship management
    • +
  • 📊 Industry Insights: Stay ahead with the latest CRM trends and strategies
    • +
  • 🎯 Exclusive Content: Guides and resources available only to subscribers
    • +
+
+ +
+ Try BottleCRM Free +
+ +
+

You're receiving this email because you subscribed to BottleCRM newsletter.

+

+ Unsubscribe | + Visit Website +

+

+ BottleCRM by MicroPyramid
+ The free, open-source CRM for startups +

+
+ + + `, + text: ` + Welcome to BottleCRM Newsletter! + + Thank you for subscribing to our newsletter. Here's what you can expect: + + • Product Updates: Be the first to know about new features and improvements + • CRM Tips: Best practices to maximize your customer relationship management + • Industry Insights: Stay ahead with the latest CRM trends and strategies + • Exclusive Content: Guides and resources available only to subscribers + + Try BottleCRM Free: https://bottlecrm.io/demo + + You're receiving this email because you subscribed to BottleCRM newsletter. + To unsubscribe, visit: ${unsubscribeLink} + + BottleCRM by MicroPyramid + The free, open-source CRM for startups + https://bottlecrm.io + ` + }; +} + +/** + * Generate newsletter template for regular updates + * @param {any} content - Newsletter content + * @param {string} unsubscribeLink - Unsubscribe link + * @returns {object} Newsletter template with subject and body + */ +export function generateNewsletterTemplate(content, unsubscribeLink) { + const { subject, headline, articles = [], ctaText = 'Learn More', ctaLink = 'https://bottlecrm.io' } = content; + + const articlesHtml = articles.map(/** @param {any} article */ article => ` +
+

${article.title}

+

${article.excerpt}

+ Read more → +
+ `).join(''); + + return { + subject, + html: ` + + + + + + ${subject} + + +
+

${headline}

+
+ +
+ ${articlesHtml} +
+ +
+ ${ctaText} +
+ +
+

You're receiving this email because you subscribed to BottleCRM newsletter.

+

+ Unsubscribe | + Visit Website +

+

+ BottleCRM by MicroPyramid
+ The free, open-source CRM for startups +

+
+ + + ` + }; +} diff --git a/src/lib/stores/auth.js b/src/lib/stores/auth.js index 87f87d3..46e5903 100644 --- a/src/lib/stores/auth.js +++ b/src/lib/stores/auth.js @@ -1,7 +1,18 @@ // src/lib/stores/auth.js import { writable } from 'svelte/store'; +// Create a reactive state object for authentication export const auth = writable({ isAuthenticated: false, user: null, }); + +// Helper to get the current session user from event.locals (SvelteKit convention) +/** + * @param {any} event + */ +export function getSessionUser(event) { + // If you use event.locals.user for authentication, return it + // You can adjust this logic if your user is stored differently + return event.locals?.user || null; +} \ No newline at end of file diff --git a/src/lib/utils/phone.js b/src/lib/utils/phone.js new file mode 100644 index 0000000..97ebd1f --- /dev/null +++ b/src/lib/utils/phone.js @@ -0,0 +1,74 @@ +import { isValidPhoneNumber, parsePhoneNumber } from 'libphonenumber-js'; + +/** + * Validates a phone number and returns validation result + * @param {string} phoneNumber - The phone number to validate + * @param {string} defaultCountry - Default country code (e.g., 'US') + * @returns {{ isValid: boolean, formatted?: string, error?: string }} + */ +export function validatePhoneNumber(phoneNumber, defaultCountry = 'US') { + if (!phoneNumber || phoneNumber.trim() === '') { + return { isValid: true }; // Allow empty phone numbers + } + + try { + // @ts-ignore - defaultCountry is a valid CountryCode + const isValid = isValidPhoneNumber(phoneNumber, { defaultCountry }); + + if (!isValid) { + return { + isValid: false, + error: 'Please enter a valid phone number' + }; + } + + // Parse and format the phone number + // @ts-ignore - defaultCountry is a valid CountryCode + const parsed = parsePhoneNumber(phoneNumber, { defaultCountry }); + return { + isValid: true, + formatted: parsed.formatInternational() + }; + } catch (error) { + return { + isValid: false, + error: 'Please enter a valid phone number' + }; + } +} + +/** + * Formats a phone number for display + * @param {string} phoneNumber - The phone number to format + * @param {string} defaultCountry - Default country code + * @returns {string} Formatted phone number or original if invalid + */ +export function formatPhoneNumber(phoneNumber, defaultCountry = 'US') { + if (!phoneNumber) return ''; + + try { + // @ts-ignore - defaultCountry is a valid CountryCode + const parsed = parsePhoneNumber(phoneNumber, { defaultCountry }); + return parsed.formatInternational(); + } catch { + return phoneNumber; // Return original if parsing fails + } +} + +/** + * Formats a phone number for storage (E.164 format) + * @param {string} phoneNumber - The phone number to format + * @param {string} defaultCountry - Default country code + * @returns {string} E.164 formatted phone number or original if invalid + */ +export function formatPhoneForStorage(phoneNumber, defaultCountry = 'US') { + if (!phoneNumber) return ''; + + try { + // @ts-ignore - defaultCountry is a valid CountryCode + const parsed = parsePhoneNumber(phoneNumber, { defaultCountry }); + return parsed.format('E.164'); + } catch { + return phoneNumber; // Return original if parsing fails + } +} diff --git a/src/routes/(admin)/+layout.svelte b/src/routes/(admin)/+layout.svelte new file mode 100644 index 0000000..741d59d --- /dev/null +++ b/src/routes/(admin)/+layout.svelte @@ -0,0 +1,128 @@ + + +
+ +
+
+
+ +
+ +
+

BottleCRM

+
+ + + +
+ + +
+ + + + + + + + + +
+
+
+ + + {#if mobileMenuOpen} +
+ +
+ {/if} +
+ + +
+ {@render children()} +
+
\ No newline at end of file diff --git a/src/routes/(admin)/admin/+page.server.js b/src/routes/(admin)/admin/+page.server.js new file mode 100644 index 0000000..8a8ff25 --- /dev/null +++ b/src/routes/(admin)/admin/+page.server.js @@ -0,0 +1,114 @@ +import { PrismaClient } from '@prisma/client'; + +const prisma = new PrismaClient(); + +/** @type {import('./$types').PageServerLoad} */ +export async function load() { + try { + // Get basic counts + const [ + totalUsers, + totalOrganizations, + totalAccounts, + totalContacts, + totalLeads, + totalOpportunities, + totalTasks, + totalCases + ] = await Promise.all([ + prisma.user.count({ where: { isActive: true } }), + prisma.organization.count({ where: { isActive: true } }), + prisma.account.count({ where: { isActive: true, isDeleted: false } }), + prisma.contact.count(), + prisma.lead.count(), + prisma.opportunity.count(), + prisma.task.count(), + prisma.case.count() + ]); + + // Get opportunity metrics + const [ + wonOpportunities, + openOpportunities + ] = await Promise.all([ + prisma.opportunity.count({ where: { stage: 'CLOSED_WON' } }), + prisma.opportunity.count({ + where: { + stage: { + in: ['PROSPECTING', 'QUALIFICATION', 'PROPOSAL', 'NEGOTIATION'] + } + } + }) + ]); + + // Get recent activity (last 30 days) + const thirtyDaysAgo = new Date(); + thirtyDaysAgo.setDate(thirtyDaysAgo.getDate() - 30); + + const [ + newAccountsThisMonth, + newLeadsThisMonth, + newOpportunitiesThisMonth, + tasksCompletedThisMonth + ] = await Promise.all([ + prisma.account.count({ + where: { + createdAt: { gte: thirtyDaysAgo }, + isActive: true, + isDeleted: false + } + }), + prisma.lead.count({ + where: { createdAt: { gte: thirtyDaysAgo } } + }), + prisma.opportunity.count({ + where: { createdAt: { gte: thirtyDaysAgo } } + }), + prisma.task.count({ + where: { + updatedAt: { gte: thirtyDaysAgo }, + status: 'Completed' + } + }) + ]); + + return { + metrics: { + totalUsers, + totalOrganizations, + totalAccounts, + totalContacts, + totalLeads, + totalOpportunities, + totalTasks, + totalCases, + wonOpportunities, + openOpportunities, + newAccountsThisMonth, + newLeadsThisMonth, + newOpportunitiesThisMonth, + tasksCompletedThisMonth + } + }; + } catch (error) { + console.error('Error loading analytics:', error); + return { + metrics: { + totalUsers: 0, + totalOrganizations: 0, + totalAccounts: 0, + totalContacts: 0, + totalLeads: 0, + totalOpportunities: 0, + totalTasks: 0, + totalCases: 0, + wonOpportunities: 0, + openOpportunities: 0, + newAccountsThisMonth: 0, + newLeadsThisMonth: 0, + newOpportunitiesThisMonth: 0, + tasksCompletedThisMonth: 0 + } + }; + } +} \ No newline at end of file diff --git a/src/routes/(admin)/admin/+page.svelte b/src/routes/(admin)/admin/+page.svelte new file mode 100644 index 0000000..ccf05e8 --- /dev/null +++ b/src/routes/(admin)/admin/+page.svelte @@ -0,0 +1,183 @@ + + + + Analytics - BottleCRM + + +
+ +
+

Analytics Dashboard

+

Overview of your CRM performance and key metrics

+
+ + +
+ +
+
+
+

Total Users

+

{formatNumber(metrics.totalUsers)}

+
+
+ +
+
+
+ Active users in the system +
+
+ + +
+
+
+

Organizations

+

{formatNumber(metrics.totalOrganizations)}

+
+
+ +
+
+
+ Active organizations +
+
+ + +
+
+
+

Accounts

+

{formatNumber(metrics.totalAccounts)}

+
+
+ +
+
+
+ +{formatNumber(metrics.newAccountsThisMonth)} this month +
+
+
+ + +
+ +
+
+
+

Contacts

+

{formatNumber(metrics.totalContacts)}

+
+
+ +
+
+
+ + +
+
+
+

Leads

+

{formatNumber(metrics.totalLeads)}

+
+
+ +
+
+
+ +{formatNumber(metrics.newLeadsThisMonth)} this month +
+
+ + +
+
+
+

Opportunities

+

{formatNumber(metrics.totalOpportunities)}

+
+
+ +
+
+
+ {formatNumber(metrics.openOpportunities)} active +
+
+
+ + +
+ +
+
+

Tasks

+ +
+
+
+ Total Tasks + {formatNumber(metrics.totalTasks)} +
+
+ Completed This Month + {formatNumber(metrics.tasksCompletedThisMonth)} +
+
+
+ + +
+
+

Support Cases

+ +
+
+
+ Total Cases + {formatNumber(metrics.totalCases)} +
+
+
+ + +
+
+

This Month

+ +
+
+
+ New Opportunities + {formatNumber(metrics.newOpportunitiesThisMonth)} +
+
+
+
+
\ No newline at end of file diff --git a/src/routes/(admin)/admin/blogs/+page.server.js b/src/routes/(admin)/admin/blogs/+page.server.js new file mode 100644 index 0000000..8329d18 --- /dev/null +++ b/src/routes/(admin)/admin/blogs/+page.server.js @@ -0,0 +1,18 @@ +import prisma from '$lib/prisma'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load() { + const blogs = await prisma.blogPost.findMany({ + select: { + id: true, + title: true, + createdAt: true, + updatedAt: true, + draft: true + }, + orderBy: { + updatedAt: 'desc' + } + }); + return { blogs }; +}; \ No newline at end of file diff --git a/src/routes/(admin)/admin/blogs/+page.svelte b/src/routes/(admin)/admin/blogs/+page.svelte new file mode 100644 index 0000000..1ffac95 --- /dev/null +++ b/src/routes/(admin)/admin/blogs/+page.svelte @@ -0,0 +1,41 @@ + + +
+

Blogs

+
+ + + New Blog + +
+ + + + + + + + + + + + {#each data.blogs as blog} + + + + + + + + {/each} + +
TitleCategoryDraftCreated AtUpdated At
{blog.title} - EditN/A + {#if blog.draft} + Draft + {:else} + Published + {/if} + {new Date(blog.createdAt).toLocaleString()}{new Date(blog.updatedAt).toLocaleString()}
+
diff --git a/src/routes/(admin)/admin/blogs/[id]/+page.server.js b/src/routes/(admin)/admin/blogs/[id]/+page.server.js new file mode 100644 index 0000000..610abed --- /dev/null +++ b/src/routes/(admin)/admin/blogs/[id]/+page.server.js @@ -0,0 +1,13 @@ +import prisma from '$lib/prisma'; +/** @type {import('./$types').PageServerLoad} */ +export async function load({ params }) { + const blog = await prisma.blogPost.findUnique({ + where: { + id: params.id + }, + include: { + contentBlocks: true + } + }); + return { blog }; +}; \ No newline at end of file diff --git a/src/routes/(admin)/admin/blogs/[id]/+page.svelte b/src/routes/(admin)/admin/blogs/[id]/+page.svelte new file mode 100644 index 0000000..46ecdc2 --- /dev/null +++ b/src/routes/(admin)/admin/blogs/[id]/+page.svelte @@ -0,0 +1,160 @@ + + +
+ +
+
+
+ + + + Edit Blog + +
+
+
+ + +
+ +
+
+ + Blog Post + +
+

+ {data.blog?.title || 'Untitled'} +

+
+ + +
+ +
+
+ {#each data.blog?.contentBlocks || [] as block} +
+ {#if block.type == "MARKDOWN"} +
+ {@html marked(block.content)} +
+ {/if} + + {#if block.type == "CODE"} +
+ +
+ {/if} +
+ {/each} +
+ + +
+
+
+
+ + Share this post +
+
+ + + Facebook + + + + X + + + + LinkedIn + +
+
+
+
+
+ + + +
+
+
+ + diff --git a/src/routes/(admin)/admin/blogs/[id]/edit/+page.server.js b/src/routes/(admin)/admin/blogs/[id]/edit/+page.server.js new file mode 100644 index 0000000..84a9338 --- /dev/null +++ b/src/routes/(admin)/admin/blogs/[id]/edit/+page.server.js @@ -0,0 +1,110 @@ +import prisma from '$lib/prisma'; +/** @type {import('./$types').PageServerLoad} */ +export async function load({ params }) { + const blog = await prisma.blogPost.findUnique({ + where: { + id: params.id + }, + include: { + contentBlocks: { + orderBy: { displayOrder: 'asc' } + } + } + }); + return { + blog + }; +}; + +/** @type {import('./$types').Actions} */ +export const actions = { + + 'add-block': async ({ request, params }) => { + const form = await request.formData(); + const type = form.get('type')?.toString(); + const content = form.get('content')?.toString(); + const displayOrder = form.get('displayOrder')?.toString(); + + if (!type || !content || !displayOrder) { + return { success: false, error: 'Missing required fields' }; + } + + await prisma.blogContentBlock.create({ + data: { + blogId: params.id, + type: /** @type {import('@prisma/client').ContentBlockType} */ (type), + content: content, + displayOrder: Number(displayOrder), + draft: form.get('draft') === 'on' + } + }); + return { success: true }; + }, + 'edit-block': async ({ request }) => { + const form = await request.formData(); + const id = form.get('id')?.toString(); + const type = form.get('type')?.toString(); + const content = form.get('content')?.toString(); + + if (!id || !type || !content) { + return { success: false, error: 'Missing required fields' }; + } + + await prisma.blogContentBlock.update({ + where: { id: id }, + data: { + type: /** @type {import('@prisma/client').ContentBlockType} */ (type), + content: content, + draft: form.get('draft') === 'on' + } + }); + return { success: true }; + }, + 'delete-block': async ({ request }) => { + const form = await request.formData(); + const id = form.get('id')?.toString(); + + if (!id) { + return { success: false, error: 'Missing block ID' }; + } + + await prisma.blogContentBlock.delete({ + where: { id: id } + }); + return { success: true }; + }, + 'update-blog': async ({ request, params }) => { + const form = await request.formData(); + const data = { + title: form.get('title')?.toString() || '', + seoTitle: form.get('seoTitle')?.toString() || '', + seoDescription: form.get('seoDescription')?.toString() || '', + excerpt: form.get('excerpt')?.toString() || '', + slug: form.get('slug')?.toString() || '', + draft: form.get('draft') === 'on' + }; + await prisma.blogPost.update({ + where: { id: params.id }, + data + }); + return { success: true }; + } + , + 'reorder-blocks': async ({ request, params }) => { + const form = await request.formData(); + const orderStr = form.get('order')?.toString(); + + if (!orderStr) { + return { success: false, error: 'Missing order data' }; + } + + const order = JSON.parse(orderStr); + for (const { id, displayOrder } of order) { + await prisma.blogContentBlock.update({ + where: { id }, + data: { displayOrder } + }); + } + return { success: true }; + } +}; \ No newline at end of file diff --git a/src/routes/(admin)/admin/blogs/[id]/edit/+page.svelte b/src/routes/(admin)/admin/blogs/[id]/edit/+page.svelte new file mode 100644 index 0000000..19d7b62 --- /dev/null +++ b/src/routes/(admin)/admin/blogs/[id]/edit/+page.svelte @@ -0,0 +1,351 @@ + + +
+

Edit Blog

+
+ + +
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+ + + {#if !blog.draft} +

+ Slug can only be edited in draft mode. +

+ {/if} +
+
+
+ Category: {blog.category} +
+
+
+ +
+ +
+ +

Content Blocks

+
    + {#each contentBlocks as block (block.id)} +
  • + {#if editingBlockId === block.id} +
    + +
    + + +
    +
    + + +
    +
    + +
    +
    + + +
    +
    + {:else} +
    +
    + {block.type} + Order: {block.displayOrder} + {#if block.draft} + Draft + {/if} +
    +
    + +
    + + +
    +
    +
    + 
    {block.content}
    + {/if} +
    • + {/each} +
+ +

Add Content Block

+
+
+ + +
+
+ + +
+
+ + +
+
+ +
+ +
+ + {#if message} +

{message}

+ {/if} +
diff --git a/src/routes/(admin)/admin/blogs/new/+page.server.js b/src/routes/(admin)/admin/blogs/new/+page.server.js new file mode 100644 index 0000000..3536c28 --- /dev/null +++ b/src/routes/(admin)/admin/blogs/new/+page.server.js @@ -0,0 +1,36 @@ +import prisma from '$lib/prisma'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load() { + return {}; +} + +// Handle POST request for creating a new blog +/** @type {import('./$types').Actions} */ +export const actions = { + default: async ({ request }) => { + const data = await request.formData(); + const title = data.get('title')?.toString(); + const excerpt = data.get('excerpt')?.toString(); + const slug = data.get('slug')?.toString(); + + if (!title || !excerpt || !slug) { + return { error: 'All fields are required' }; + } + try { + await prisma.blogPost.create({ + data: { + title: title, + excerpt: excerpt, + slug: slug, + seoTitle:"", + seoDescription: "", + draft: true + } + }); + return { success: true }; + } catch (e) { + return { error: /** @type {any} */ (e)?.message || 'Error creating blog' }; + } + } +}; \ No newline at end of file diff --git a/src/routes/(admin)/admin/blogs/new/+page.svelte b/src/routes/(admin)/admin/blogs/new/+page.svelte new file mode 100644 index 0000000..a2f8ea5 --- /dev/null +++ b/src/routes/(admin)/admin/blogs/new/+page.svelte @@ -0,0 +1,61 @@ + + +
+

Create New Blog

+ + {#if form?.error} +
+ {form.error} +
+ {/if} + + {#if form?.success} +
+ Blog post created successfully! +
+ {/if} + +
+
+ + +
+
+ + +
+
+ + +
+ + +
+
diff --git a/src/routes/(admin)/admin/contacts/+page.server.js b/src/routes/(admin)/admin/contacts/+page.server.js new file mode 100644 index 0000000..ab92ff0 --- /dev/null +++ b/src/routes/(admin)/admin/contacts/+page.server.js @@ -0,0 +1,6 @@ +import prisma from '$lib/prisma'; +/** @type {import('./$types').PageServerLoad} */ +export async function load() { + const contacts = await prisma.contactSubmission.findMany(); + return { contacts }; +}; \ No newline at end of file diff --git a/src/routes/(admin)/admin/contacts/+page.svelte b/src/routes/(admin)/admin/contacts/+page.svelte new file mode 100644 index 0000000..3461051 --- /dev/null +++ b/src/routes/(admin)/admin/contacts/+page.svelte @@ -0,0 +1,98 @@ + + +
+
+

Contact Submissions

+
+ + {#if data.contacts && data.contacts.length > 0} +
+ + + + + + + + + + + + {#each data.contacts as contact} + + + + + + + + {/each} + +
+ Contact Info + + Reason + + Message + + Submitted + + Tracking +
+
+
{contact.name}
+
{contact.email}
+
+ 		+ + {contact.reason} + + +
+ {contact.message} +
+ 		+ {formatDate(contact.createdAt)} + +
+ {#if contact.ipAddress} +
IP: {contact.ipAddress}
+ {/if} + {#if contact.referrer} +
+ Ref: {contact.referrer} +
+ {/if} +
+
+
+ +
+ Total submissions: {data.contacts.length} +
+ {:else} +
+
+ + + +
+

No contact submissions

+

No contact form requests have been submitted yet.

+
+ {/if} +
\ No newline at end of file diff --git a/src/routes/(admin)/admin/newsletter/+page.server.js b/src/routes/(admin)/admin/newsletter/+page.server.js new file mode 100644 index 0000000..b45a05a --- /dev/null +++ b/src/routes/(admin)/admin/newsletter/+page.server.js @@ -0,0 +1,45 @@ +import prisma from '$lib/prisma.js'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load() { + try { + const subscribers = await prisma.newsletterSubscriber.findMany({ + orderBy: { subscribedAt: 'desc' }, + select: { + id: true, + email: true, + isActive: true, + isConfirmed: true, + subscribedAt: true, + unsubscribedAt: true, + confirmedAt: true, + ipAddress: true + } + }); + + const stats = await prisma.newsletterSubscriber.aggregate({ + _count: { + id: true + }, + where: { + isActive: true + } + }); + + const totalSubscribers = await prisma.newsletterSubscriber.count(); + + return { + subscribers, + activeCount: stats._count.id, + totalCount: totalSubscribers + }; + } catch (error) { + console.error('Failed to load newsletter subscribers:', error); + return { + subscribers: [], + activeCount: 0, + totalCount: 0, + error: 'Failed to load subscribers' + }; + } +} diff --git a/src/routes/(admin)/admin/newsletter/+page.svelte b/src/routes/(admin)/admin/newsletter/+page.svelte new file mode 100644 index 0000000..0145475 --- /dev/null +++ b/src/routes/(admin)/admin/newsletter/+page.svelte @@ -0,0 +1,168 @@ + + + + Newsletter Subscribers - Admin + + +
+
+ +
+

Newsletter Management

+

Manage and view newsletter subscribers

+
+ + +
+
+
+
+ +
+
+

Total Subscribers

+

{data.totalCount}

+
+
+
+ +
+
+
+ +
+
+

Active Subscribers

+

{data.activeCount}

+
+
+
+ +
+
+
+ +
+
+

Active Rate

+

+ {data.totalCount > 0 ? Math.round((data.activeCount / data.totalCount) * 100) : 0}% +

+
+
+
+
+ + {#if data.error} +
+

{data.error}

+
+ {/if} + + +
+
+

+ + Newsletter Subscribers +

+
+ + {#if data.subscribers.length === 0} +
+ +

No subscribers yet

+

Get started by promoting your newsletter.

+
+ {:else} +
+ + + + + + + + + + + + {#each data.subscribers as subscriber} + + + + + + + + {/each} + +
+ Email + + Status + + Subscribed + + Confirmed + + IP Address +
+
{subscriber.email}
+ 		+ + {getStatusText(subscriber.isActive, subscriber.isConfirmed)} + + +
+ + {formatDate(subscriber.subscribedAt)} +
+ 		+ {#if subscriber.confirmedAt} +
+ + {formatDate(subscriber.confirmedAt)} +
+ {:else} + Not confirmed + {/if} + 		+ {subscriber.ipAddress || 'N/A'} +
+
+ {/if} +
+
+
diff --git a/src/routes/(app)/+layout.server.js b/src/routes/(app)/+layout.server.js index c84da02..9f89f03 100644 --- a/src/routes/(app)/+layout.server.js +++ b/src/routes/(app)/+layout.server.js @@ -2,7 +2,10 @@ /** @type {import('./$types').LayoutServerLoad} */ export async function load({locals}) { // console.log("locals", locals.user); - return { - user: locals.user - }; -} \ No newline at end of file + return { + user: locals.user, + org_name: locals.org_name || 'BottleCRM' + }; +} + +export const ssr = false; diff --git a/src/routes/(app)/+layout.svelte b/src/routes/(app)/+layout.svelte index 1889ff6..f473d8e 100644 --- a/src/routes/(app)/+layout.svelte +++ b/src/routes/(app)/+layout.svelte @@ -1,21 +1,31 @@ - -
- -
-
- + + + + + +
+ +
+
+ {@render children()}
-
+
diff --git a/src/routes/(app)/Navbar.svelte b/src/routes/(app)/Navbar.svelte deleted file mode 100644 index e767b0c..0000000 --- a/src/routes/(app)/Navbar.svelte +++ /dev/null @@ -1,77 +0,0 @@ - - - - (drawerHidden = !drawerHidden)} - class="m-0 me-3 md:block lg:hidden" - /> - - BottleCRM - - BottleCRM - - - -
- - - - - - - - {name} - {email} - - Sign out - -
- diff --git a/src/routes/(app)/Sidebar.svelte b/src/routes/(app)/Sidebar.svelte index da64e46..5ad4b3a 100644 --- a/src/routes/(app)/Sidebar.svelte +++ b/src/routes/(app)/Sidebar.svelte @@ -1,159 +1,333 @@ - -

Main menu

- - +
+ + +
+
+ User avatar +
+
{user.name}
+
{user.email}
+
+
+ + +
+ + + +
+ + + {#if userDropdownOpen} +
{ if (e.key === 'Enter' || e.key === ' ') handleDropdownClick(e); }} + tabindex="0" + role="menu" + > + + + +
+ +
+ {/if} +
+
+ diff --git a/src/routes/(app)/app/+page.server.js b/src/routes/(app)/app/+page.server.js new file mode 100644 index 0000000..c4e24d6 --- /dev/null +++ b/src/routes/(app)/app/+page.server.js @@ -0,0 +1,131 @@ +import { PrismaClient } from '@prisma/client'; + +const prisma = new PrismaClient(); + +export async function load({ locals }) { + // Get user and organization from locals (assuming auth is handled) + const userId = locals.user?.id; + const organizationId = locals.org?.id; + + if (!userId || !organizationId) { + return { + error: 'User not authenticated' + }; + } + + try { + // Fetch dashboard metrics + const [ + totalLeads, + totalOpportunities, + totalAccounts, + totalContacts, + pendingTasks, + recentLeads, + recentOpportunities, + upcomingTasks, + recentActivities + ] = await Promise.all([ + // Count metrics + prisma.lead.count({ + where: { organizationId, isConverted: false } + }), + prisma.opportunity.count({ + where: { organizationId, stage: { not: 'CLOSED_WON' } } + }), + prisma.account.count({ + where: { organizationId, isActive: true } + }), + prisma.contact.count({ + where: { organizationId } + }), + prisma.task.count({ + where: { + organizationId, + status: { not: 'Completed' }, + ownerId: userId + } + }), + + // Recent data + prisma.lead.findMany({ + where: { organizationId }, + orderBy: { createdAt: 'desc' }, + take: 5, + select: { + id: true, + firstName: true, + lastName: true, + company: true, + status: true, + createdAt: true + } + }), + prisma.opportunity.findMany({ + where: { organizationId }, + orderBy: { createdAt: 'desc' }, + take: 5, + include: { + account: { + select: { name: true } + } + } + }), + prisma.task.findMany({ + where: { + organizationId, + ownerId: userId, + status: { not: 'Completed' }, + dueDate: { gte: new Date() } + }, + orderBy: { dueDate: 'asc' }, + take: 5, + select: { + id: true, + subject: true, + status: true, + priority: true, + dueDate: true + } + }), + prisma.auditLog.findMany({ + where: { organizationId }, + orderBy: { timestamp: 'desc' }, + take: 10, + include: { + user: { + select: { name: true } + } + } + }) + ]); + + // Calculate opportunity revenue + const opportunityRevenue = await prisma.opportunity.aggregate({ + where: { organizationId }, + _sum: { amount: true } + }); + + return { + metrics: { + totalLeads, + totalOpportunities, + totalAccounts, + totalContacts, + pendingTasks, + opportunityRevenue: opportunityRevenue._sum.amount || 0 + }, + recentData: { + leads: recentLeads, + opportunities: recentOpportunities, + tasks: upcomingTasks, + activities: recentActivities + } + }; + } catch (error) { + console.error('Dashboard load error:', error); + return { + error: 'Failed to load dashboard data' + }; + } +} diff --git a/src/routes/(app)/app/+page.svelte b/src/routes/(app)/app/+page.svelte index e69de29..f8060c9 100644 --- a/src/routes/(app)/app/+page.svelte +++ b/src/routes/(app)/app/+page.svelte @@ -0,0 +1,278 @@ + + + + Dashboard - BottleCRM + + +
+ +
+
+

Dashboard

+

Welcome back! Here's what's happening with your CRM.

+
+ +
+ + {#if data.error} +
+ + {data.error} +
+ {:else} + +
+
+
+
+

Active Leads

+

{metrics.totalLeads}

+
+
+ +
+
+
+ +
+
+
+

Opportunities

+

{metrics.totalOpportunities}

+
+
+ +
+
+
+ +
+
+
+

Accounts

+

{metrics.totalAccounts}

+
+
+ +
+
+
+ +
+
+
+

Contacts

+

{metrics.totalContacts}

+
+
+ +
+
+
+ +
+
+
+

Pending Tasks

+

{metrics.pendingTasks}

+
+
+ +
+
+
+ +
+
+
+

Pipeline Value

+

{formatCurrency(metrics.opportunityRevenue)}

+
+
+ +
+
+
+
+ + +
+ +
+
+
+

Recent Leads

+ +
+
+
+ {#if recentData.leads?.length > 0} +
+ {#each recentData.leads as lead} +
+
+

{lead.firstName} {lead.lastName}

+

{lead.company || 'No company'}

+
+
+ + {lead.status} + +

{formatDate(lead.createdAt)}

+
+
+ {/each} +
+ {:else} +

No recent leads

+ {/if} +
+
+ + +
+
+
+

Recent Opportunities

+ +
+
+
+ {#if recentData.opportunities?.length > 0} +
+ {#each recentData.opportunities as opportunity} +
+
+

{opportunity.name}

+

{opportunity.account?.name || 'No account'}

+
+
+ {#if opportunity.amount} +

{formatCurrency(opportunity.amount)}

+ {/if} +

{formatDate(opportunity.createdAt)}

+
+
+ {/each} +
+ {:else} +

No recent opportunities

+ {/if} +
+
+ + +
+
+
+

Upcoming Tasks

+ +
+
+
+ {#if recentData.tasks?.length > 0} +
+ {#each recentData.tasks as task} +
+
+

{task.subject}

+

{task.status}

+
+
+ + {task.priority} + + {#if task.dueDate} +

{formatDate(task.dueDate)}

+ {/if} +
+
+ {/each} +
+ {:else} +

No upcoming tasks

+ {/if} +
+
+
+ + +
+
+
+

Recent Activities

+ +
+
+
+ {#if recentData.activities?.length > 0} +
+ {#each recentData.activities as activity} +
+
+ +
+
+

+ {activity.user?.name || 'Someone'} + {activity.description || `performed ${activity.action.toLowerCase()} on ${activity.entityType}`} +

+

{formatDate(activity.timestamp)}

+
+
+ {/each} +
+ {:else} +

No recent activities

+ {/if} +
+
+ {/if} +
diff --git a/src/routes/(app)/app/accounts/+page.server.js b/src/routes/(app)/app/accounts/+page.server.js new file mode 100644 index 0000000..39dadf1 --- /dev/null +++ b/src/routes/(app)/app/accounts/+page.server.js @@ -0,0 +1,105 @@ +import { error } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +export async function load({ locals, url }) { + const org = locals.org; + + const page = parseInt(url.searchParams.get('page') || '1'); + const limit = parseInt(url.searchParams.get('limit') || '10'); + const sort = url.searchParams.get('sort') || 'name'; + const order = url.searchParams.get('order') || 'asc'; + + const skip = (page - 1) * limit; + + try { + // Build the where clause for filtering + /** @type {import('@prisma/client').Prisma.AccountWhereInput} */ + const where = {organizationId: org.id}; + + // Add status filter + const status = url.searchParams.get('status'); + if (status === 'open') { + where.isActive = true; + } else if (status === 'closed') { + where.isActive = false; + } + + // Fetch accounts with pagination + const accounts = await prisma.account.findMany({ + where, + include: { + owner: { + select: { + id: true, + name: true, + email: true, + profilePhoto: true + } + }, + opportunities: { + select: { + id: true, + stage: true, + amount: true + } + }, + relatedContacts: { + select: { + contact: { + select: { + id: true, + firstName: true, + lastName: true + } + } + } + }, + tasks: { + select: { + id: true, + status: true + } + } + }, + orderBy: { + [sort]: order + }, + skip, + take: limit + }); + + // Get the total count for pagination + const total = await prisma.account.count({ where }); + + return { + accounts: accounts.map(account => ({ + ...account, + isActive: account.isActive, // Use only the active field, ignore closedAt for display purposes + opportunityCount: account.opportunities.length, + contactCount: account.relatedContacts.length, + taskCount: account.tasks.length, + openOpportunities: account.opportunities.filter(opp => + !['CLOSED_WON', 'CLOSED_LOST'].includes(opp.stage) + ).length, + totalOpportunityValue: account.opportunities.reduce((sum, opp) => sum + (opp.amount || 0), 0), + // Keep the arrays but transformed/simplified + topContacts: account.relatedContacts.slice(0, 3).map(rc => ({ + id: rc.contact.id, + name: `${rc.contact.firstName} ${rc.contact.lastName}` + })), + opportunities: undefined, + relatedContacts: undefined, + tasks: undefined + })), + pagination: { + page, + limit, + total, + totalPages: Math.ceil(total / limit) + } + }; + } catch (err) { + console.error('Error fetching accounts:', err); + throw error(500, 'Failed to fetch accounts'); + } +} diff --git a/src/routes/(app)/app/accounts/+page.svelte b/src/routes/(app)/app/accounts/+page.svelte new file mode 100644 index 0000000..1187d8f --- /dev/null +++ b/src/routes/(app)/app/accounts/+page.svelte @@ -0,0 +1,431 @@ + + +
+ +
+
+
+

Accounts

+

+ Manage all your customer accounts and business relationships +

+
+ + +
+ +
+ + + debounceSearch(/** @type {HTMLInputElement} */ (e.target).value)} + /> +
+ + +
+ + + +
+ + + + + New Account + +
+
+
+ + +
+
+
+
+ +
+
+

Total Accounts

+

{pagination.total}

+
+
+
+ +
+
+
+ +
+
+

Active

+

{accounts.filter(a => a.isActive).length}

+
+
+
+ +
+
+
+ +
+
+

Total Contacts

+

{accounts.reduce((sum, a) => sum + (a.contactCount || 0), 0)}

+
+
+
+ +
+
+
+ +
+
+

Opportunities

+

{accounts.reduce((sum, a) => sum + (a.opportunityCount || 0), 0)}

+
+
+
+
+ + +
+
+ + + + + + + + + + + + + + + {#if isLoading} + + + + {:else if accounts.length === 0} + + + + {:else} + {#each accounts as account (account.id)} + + + + + + + + + + + {/each} + {/if} + +
toggleSort('name')}> +
+ + Account Name + {#if sortField === 'name'} + {#if sortOrder === 'asc'} + + {:else} + + {/if} + {/if} +
+ 		Actions
+
+
+

Loading accounts...

+
+
+
+ +
+

No accounts found

+

Get started by creating your first account

+
+ + + Create Account + +
+
+
+
+
+ {account.name?.[0]?.toUpperCase() || 'A'} +
+
+
+ +

+ {account.name} +

+ {#if account.isActive} + + Active + + {:else} +
+ + Closed + + {#if account.closedAt} +

+ {formatDate(account.closedAt)} +

+ {/if} +
+ {/if} + +
+
+ 		+
+ + + + + + + + + +
+
+
+
+ + + {#if pagination.totalPages > 1} +
+
+ Showing {(pagination.page - 1) * pagination.limit + 1} to + {Math.min(pagination.page * pagination.limit, pagination.total)} of + {pagination.total} accounts +
+
+ + + + {pagination.page} of {pagination.totalPages} + + + +
+
+ {/if} +
diff --git a/src/routes/(app)/app/accounts/[accountId]/+page.server.js b/src/routes/(app)/app/accounts/[accountId]/+page.server.js new file mode 100644 index 0000000..f86bd13 --- /dev/null +++ b/src/routes/(app)/app/accounts/[accountId]/+page.server.js @@ -0,0 +1,319 @@ +import { error, fail } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ params, url, locals }) { + const org = locals.org; + try { + const accountId = params.accountId; + + // Fetch account details + const account = await prisma.account.findUnique({ + where: { + id: accountId, + organizationId: org.id + } + }); + + if (!account) { + throw error(404, 'Account not found'); + } + + // Fetch account contacts + const contactRelationships = await prisma.accountContactRelationship.findMany({ + where: { + accountId: accountId + }, + include: { + contact: true + } + }); + + // Format contacts with isPrimary flag + const contacts = contactRelationships.map(rel => ({ + ...rel.contact, + isPrimary: rel.isPrimary, + role: rel.role + })); + + // Fetch account opportunities + const opportunities = await prisma.opportunity.findMany({ + where: { + accountId: accountId + } + }); + + // Fetch account comments/notes + const comments = await prisma.comment.findMany({ + where: { + accountId: accountId + }, + include: { + author: { + select: { + name: true, + id: true + } + } + }, + orderBy: { + createdAt: 'desc' + } + }); + // If ?commentsOnly=1, return just comments as JSON + if (url.searchParams.get('commentsOnly') === '1') { + return new Response(JSON.stringify({ comments }), { headers: { 'Content-Type': 'application/json' } }); + } + + // Fetch account quotes + const quotes = await prisma.quote.findMany({ + where: { + accountId: accountId + } + }); + + // Fetch account tasks + const tasks = await prisma.task.findMany({ + where: { + accountId: accountId + }, + include: { + owner: { + select: { + name: true, + id: true + } + } + } + }); + + // Fetch account cases + const cases = await prisma.case.findMany({ + where: { + accountId: accountId + } + }); + + // Load users in the same organization for assignment + const users = await prisma.user.findMany({ + where: { + organizations: { + some: { organizationId: account.organizationId } + } + }, + select: { id: true, name: true, email: true } + }); + + return { + account, + contacts, + opportunities, + comments, + quotes, + tasks, + cases, + users, + meta: { + title: account.name, + description: `Account details for ${account.name}` + } + }; + } catch (err) { + console.error('Error loading account data:', err); + const errorMessage = err instanceof Error ? err.message : 'Error loading account data'; + const statusCode = err && typeof err === 'object' && 'status' in err ? + (typeof err.status === 'number' ? err.status : 500) : 500; + throw error(statusCode, errorMessage); + } +} + +/** @type {import('./$types').Actions} */ +export const actions = { + closeAccount: async ({ request, locals, params }) => { + try { + const user = locals.user; + const org = locals.org; + + const { accountId } = params; + const formData = await request.formData(); + const closureReason = formData.get('closureReason')?.toString(); + + if (!closureReason) { + return fail(400, { success: false, message: 'Please provide a reason for closing this account' }); + } + + // Fetch the account to verify it exists + const account = await prisma.account.findUnique({ + where: { id: accountId, organizationId: org.id }, + select: { + id: true, + closedAt: true, + organizationId: true, + ownerId: true + } + }); + + if (!account) { + return fail(404, { success: false, message: 'Account not found' }); + } + + if (account.closedAt) { + return fail(400, { success: false, message: 'Account is already closed' }); + } + + // Check user permissions (must be the owner, a sales manager, or admin) + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: user.id, + organizationId: account.organizationId + } + }); + + const hasPermission = + user.id === account.ownerId || + userOrg?.role === 'ADMIN'; + + if (!hasPermission) { + return fail(403, { success: false, message: 'Permission denied. Only account owners, sales managers, or admins can close accounts.' }); + } + + // Update the account to mark it as closed + const updatedAccount = await prisma.account.update({ + where: { id: accountId }, + data: { + closedAt: new Date(), + isActive: false, + closureReason + } + }); + + // Log this action in the audit log + await prisma.auditLog.create({ + data: { + action: 'UPDATE', + entityType: 'Account', + entityId: accountId, + description: `Account closed: ${closureReason}`, + oldValues: { closedAt: null, closureReason: null }, + newValues: { closedAt: updatedAccount.closedAt, closureReason }, + userId: user.id, + organizationId: account.organizationId, + ipAddress: request.headers.get('x-forwarded-for') || 'unknown' + } + }); + + return { success: true }; + } catch (error) { + console.error('Error closing account:', error); + return fail(500, { success: false, message: 'An unexpected error occurred' }); + } + }, + + reopenAccount: async ({ request, locals, params }) => { + try { + const user = locals.user; + const org = locals.org; + + const { accountId } = params; + + // Fetch the account to verify it exists + const account = await prisma.account.findUnique({ + where: { id: accountId, organizationId: org.id }, + select: { + id: true, + closedAt: true, + closureReason: true, + organizationId: true, + ownerId: true + } + }); + + if (!account) { + return fail(404, { success: false, message: 'Account not found' }); + } + + if (!account.closedAt) { + return fail(400, { success: false, message: 'Account is not closed' }); + } + + // Check user permissions (must be the owner, a sales manager, or admin) + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: user.id, + organizationId: account.organizationId + } + }); + + const hasPermission = + user.id === account.ownerId || + userOrg?.role === 'ADMIN'; + + if (!hasPermission) { + return fail(403, { success: false, message: 'Permission denied. Only account owners, sales managers, or admins can reopen accounts.' }); + } + + // Save the old values for the audit log + const oldValues = { + closedAt: account.closedAt, + closureReason: account.closureReason + }; + + // Update the account to mark it as reopened + await prisma.account.update({ + where: { id: accountId }, + data: { + closedAt: null, + isActive: true, + closureReason: null + } + }); + + // Log this action in the audit log + await prisma.auditLog.create({ + data: { + action: 'UPDATE', + entityType: 'Account', + entityId: accountId, + description: `Account reopened`, + oldValues: oldValues, + newValues: { closedAt: null, closureReason: null }, + userId: user.id, + organizationId: account.organizationId, + ipAddress: request.headers.get('x-forwarded-for') || 'unknown' + } + }); + + return { success: true }; + } catch (error) { + console.error('Error reopening account:', error); + return fail(500, { success: false, message: 'An unexpected error occurred' }); + } + }, + + comment: async ({ request, locals, params }) => { + const org = locals.org; + // Fallback: fetch account to get organizationId + const account = await prisma.account.findUnique({ + where: { id: params.accountId, organizationId: org.id }, + select: { organizationId: true, ownerId: true } + }); + if (!account) { + return fail(404, { error: 'Account not found.' }); + } + // Use the account owner as the author if no user is available (for demo/dev only) + const authorId = account.ownerId; + const organizationId = account.organizationId; + const form = await request.formData(); + const body = form.get('body')?.toString().trim(); + if (!body) return fail(400, { error: 'Comment cannot be empty.' }); + await prisma.comment.create({ + data: { + body, + authorId, + organizationId, + accountId: params.accountId + } + }); + return { success: true }; + } +}; diff --git a/src/routes/(app)/app/accounts/[accountId]/+page.svelte b/src/routes/(app)/app/accounts/[accountId]/+page.svelte new file mode 100644 index 0000000..a8e40f8 --- /dev/null +++ b/src/routes/(app)/app/accounts/[accountId]/+page.svelte @@ -0,0 +1,858 @@ + + +
+ +
+
+
+
+ + + Back to Accounts + +
+

{account.name}

+
+ + {account.isActive ? 'Active' : 'Inactive'} + + {#if account.type} + + {account.type} + + {/if} +
+
+
+ +
+ {#if account.closedAt} +
+ +
+ {:else} + + + Edit + + + {/if} +
+
+
+
+ +
+
+ +
+ +
+
+

Account Information

+
+
+
+
+
+ Name +

{account.name || 'N/A'}

+
+
+ Industry +

{account.industry || 'N/A'}

+
+
+ Website + {#if account.website} + + + {account.website} + + + {:else} +

N/A

+ {/if} +
+
+ Phone + {#if account.phone} + + + {account.phone} + + {:else} +

N/A

+ {/if} +
+
+ Email + {#if account.email} + + + {account.email} + + {:else} +

N/A

+ {/if} +
+
+ +
+
+ Annual Revenue +

+ {account.annualRevenue ? formatCurrency(account.annualRevenue) : 'N/A'} +

+
+
+ Employees +

+ {account.numberOfEmployees ? account.numberOfEmployees.toLocaleString() : 'N/A'} +

+
+
+ Ownership +

{account.accountOwnership || 'N/A'}

+
+
+ Rating +

{account.rating || 'N/A'}

+
+
+ SIC Code +

{account.sicCode || 'N/A'}

+
+
+
+ + {#if account.street || account.city || account.state || account.country} +
+ Address +
+ +
+ {account.street || ''}
+ {account.city || ''}{account.city && account.state ? ', ' : ''}{account.state || ''} {account.postalCode || ''}
+ {account.country || ''} +
+
+
+ {/if} + + {#if account.description} +
+ Description +

{account.description}

+
+ {/if} + + {#if account.closedAt} +
+
+
+ +
+

This account was closed on {formatDate(account.closedAt)}.

+

Reason: {account.closureReason || 'No reason provided'}

+
+
+
+
+ {/if} + +
+
+ Created +

{formatDate(account.createdAt)}

+
+
+ Last Updated +

{formatDate(account.updatedAt)}

+
+
+
+
+ + +
+ +
+ +
+ + +
+ {#if activeTab === 'contacts'} + {#if contacts.length === 0} +
+ +

No contacts found for this account

+ + + Add Contact + +
+ {:else} +
+ + + + + + + + + + + + + {#each contacts as contact (contact.id)} + + + + + + + + + {/each} + +
NameTitleRoleActions
+ + {contact.firstName} {contact.lastName} + + {#if contact.isPrimary} + + Primary + + {/if} + {contact.title || 'N/A'}{contact.role || 'N/A'} + View +
+
+ {/if} + {/if} + + {#if activeTab === 'opportunities'} + {#if opportunities.length === 0} +
+ +

No opportunities found for this account

+ + + Add Opportunity + +
+ {:else} +
+ + + + + + + + + + + + + {#each opportunities as opportunity (opportunity.id)} + + + + + + + + + {/each} + +
NameValueStageActions
+ + {opportunity.name} + + {formatCurrency(opportunity.amount)} + + {opportunity.stage || 'Unknown'} + + + View +
+
+ {/if} + {/if} + + {#if activeTab === 'tasks'} + {#if tasks.length === 0} +
+ +

No tasks found for this account

+ + + Add Task + +
+ {:else} +
+ + + + + + + + + + + + + {#each tasks as task (task.id)} + + + + + + + + + {/each} + +
SubjectStatusPriorityActions
+ + {task.subject} + + + + {task.status} + + + + {task.priority} + + + View +
+
+ {/if} + {/if} + + {#if activeTab === 'cases'} + {#if cases.length === 0} +
+ +

No cases found for this account

+ + + Open Case + +
+ {:else} +
+ + + + + + + + + + + + + {#each cases as caseItem (caseItem.id)} + + + + + + + + + {/each} + +
Case NumberSubjectStatusPriorityActions
+ + {caseItem.caseNumber} + + {caseItem.subject} + + {caseItem.status} + + + + {caseItem.priority} + + + View +
+
+ {/if} + {/if} + + {#if activeTab === 'notes'} +
+ +
+ + + {#if commentError} +

{commentError}

+ {/if} +
+ +
+
+ + + {#if comments.length === 0} +
+ +

No notes found for this account

+
+ {:else} +
+ {#each comments as comment (comment.id)} +
+
+
+ {comment.author?.name || 'Unknown'} + + {formatDate(comment.createdAt)} + + {#if comment.isPrivate} + + Private + + {/if} +
+
+

{comment.body}

+
+ {/each} +
+ {/if} +
+ {/if} +
+
+
+ + +
+ +
+
+

Overview

+
+
+
+
+

Contacts

+

{contacts.length}

+
+ +
+ +
+
+

Opportunities

+

{opportunities.length}

+
+ +
+ +
+
+

Pipeline Value

+

+ {formatCurrency(opportunities.reduce(/** @param {number} sum @param {any} opp */ (sum, opp) => sum + (opp.amount || 0), 0))} +

+
+ +
+ +
+
+

Open Cases

+

+ {cases.filter(/** @param {any} c */ (c) => c.status !== 'CLOSED').length} +

+
+ +
+
+
+ + +
+
+

Quick Actions

+
+
+ + + Add Contact + + + + Add Opportunity + + + + Add Task + + + + Open Case + +
+
+
+
+
+ + + {#if showCloseModal} +
+
+
showCloseModal = false} + onkeydown={(e) => e.key === 'Escape' && (showCloseModal = false)} + >
+ +
+
+
+
+
+ +
+
+

Close Account

+
+

+ You are about to close the account "{account.name}". This action will mark the account as closed but will retain all account data for historical purposes. +

+ +
+ + + {#if closeError} +

{closeError}

+ {/if} +
+
+
+
+
+
+ + +
+
+
+
+
+ {/if} +
diff --git a/src/routes/(app)/app/accounts/[accountId]/edit/+page.server.js b/src/routes/(app)/app/accounts/[accountId]/edit/+page.server.js new file mode 100644 index 0000000..6f3fb86 --- /dev/null +++ b/src/routes/(app)/app/accounts/[accountId]/edit/+page.server.js @@ -0,0 +1,34 @@ +import { fail, redirect, error } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ params, locals }) { + const account = await prisma.account.findUnique({ + where: { id: params.accountId, organizationId: locals.org.id } + }); + if (!account) throw error(404, 'Account not found'); + return { account }; +} + +/** @type {import('./$types').Actions} */ +export const actions = { + default: async ({ request, params, locals }) => { + const org = locals.org; + const form = await request.formData(); + const name = form.get('name')?.toString(); + const industry = form.get('industry')?.toString() || null; + const type = form.get('type')?.toString() || null; + const website = form.get('website')?.toString() || null; + const phone = form.get('phone')?.toString() || null; + + if (!name) { + return fail(400, { name, missing: true }); + } + + await prisma.account.update({ + where: { id: params.accountId, organizationId: org.id }, + data: { name, industry, type, website, phone } + }); + throw redirect(303, `/app/accounts/${params.accountId}`); + } +}; diff --git a/src/routes/(app)/app/accounts/[accountId]/edit/+page.svelte b/src/routes/(app)/app/accounts/[accountId]/edit/+page.svelte new file mode 100644 index 0000000..84b052b --- /dev/null +++ b/src/routes/(app)/app/accounts/[accountId]/edit/+page.svelte @@ -0,0 +1,39 @@ + + +
+

Edit Account

+
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+ + Cancel +
+
+
diff --git a/src/routes/(app)/app/accounts/new/+page.server.js b/src/routes/(app)/app/accounts/new/+page.server.js new file mode 100644 index 0000000..ebb8952 --- /dev/null +++ b/src/routes/(app)/app/accounts/new/+page.server.js @@ -0,0 +1,114 @@ +import { fail } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; +import { validatePhoneNumber, formatPhoneForStorage } from '$lib/utils/phone.js'; +import { + industries, + accountTypes, + accountOwnership, + ratings, + countries +} from '$lib/data/index.js'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load() { + + // Get data for dropdowns + return { + data: { + industries, + accountTypes, + accountOwnership, + ratings, + countries + } + }; +} + +/** @type {import('./$types').Actions} */ +export const actions = { + default: async ({ request, locals }) => { + // Get user and org from locals + const user = locals.user; + const org = locals.org; + + // Get the submitted form data + const formData = await request.formData(); + + // Extract and validate required fields + const name = formData.get('name')?.toString().trim(); + + if (!name) { + return fail(400, { error: 'Account name is required' }); + } + + // Validate phone number if provided + let formattedPhone = null; + const phone = formData.get('phone')?.toString(); + if (phone && phone.trim().length > 0) { + const phoneValidation = validatePhoneNumber(phone.trim()); + if (!phoneValidation.isValid) { + return fail(400, { error: phoneValidation.error || 'Please enter a valid phone number' }); + } + formattedPhone = formatPhoneForStorage(phone.trim()); + } + + // Extract all form fields + const accountData = { + name, + type: formData.get('type')?.toString() || null, + industry: formData.get('industry')?.toString() || null, + website: formData.get('website')?.toString() || null, + phone: formattedPhone, + street: formData.get('street')?.toString() || null, + city: formData.get('city')?.toString() || null, + state: formData.get('state')?.toString() || null, + postalCode: formData.get('postalCode')?.toString() || null, + country: formData.get('country')?.toString() || null, + description: formData.get('description')?.toString() || null, + numberOfEmployees: formData.get('numberOfEmployees') ? + parseInt(formData.get('numberOfEmployees')?.toString() || '0') : null, + annualRevenue: formData.get('annualRevenue') ? + parseFloat(formData.get('annualRevenue')?.toString() || '0') : null, + accountOwnership: formData.get('accountOwnership')?.toString() || null, + tickerSymbol: formData.get('tickerSymbol')?.toString() || null, + rating: formData.get('rating')?.toString() || null, + sicCode: formData.get('sicCode')?.toString() || null + }; + + try { + // Create new account in the database + const account = await prisma.account.create({ + data: { + ...accountData, + owner: { + connect: { + id: user.id + } + }, + organization: { + connect: { + id: org.id + } + } + } + }); + + // Return success instead of redirecting + return { + status: 'success', + message: 'Account created successfully', + account: { + id: account.id, + name: account.name + } + }; + + } catch (err) { + console.error('Error creating account:', err); + return fail(500, { + error: 'Failed to create account: ' + (err instanceof Error ? err.message : 'Unknown error'), + values: accountData // Return entered values so the form can be repopulated + }); + } + } +}; \ No newline at end of file diff --git a/src/routes/(app)/app/accounts/new/+page.svelte b/src/routes/(app)/app/accounts/new/+page.svelte new file mode 100644 index 0000000..9f9e966 --- /dev/null +++ b/src/routes/(app)/app/accounts/new/+page.svelte @@ -0,0 +1,617 @@ + + + +
+ + {#if showToast} +
+
+
+ {#if toastType === 'success'} + + {:else} + + {/if} +
+
+

{toastMessage}

+
+ +
+
+ {/if} + +
+ +
+
+
+
+

+ + Create New Account +

+

Add a new company or organization to your CRM

+
+
+
+
+ + + {#if form?.error} +
+
+ + Error: + {form.error} +
+
+ {/if} + + +
{ + if (!validateForm()) { + cancel(); + return; + } + + isSubmitting = true; + + return async ({ result }) => { + isSubmitting = false; + + if (result.type === 'success') { + showNotification('Account created successfully!', 'success'); + resetForm(); + setTimeout(() => goto('/app/accounts'), 1500); + } else if (result.type === 'failure') { + const errorMessage = (result.data && typeof result.data === 'object' && 'error' in result.data && typeof result.data.error === 'string') + ? result.data.error + : 'Failed to create account'; + showNotification(errorMessage, 'error'); + } + }; + }} class="space-y-6"> + + +
+
+

+ + Basic Information +

+
+
+
+ +
+ + + {#if errors.name} +

{errors.name}

+ {/if} +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+
+
+
+ + +
+
+

+ + Contact Information +

+
+
+
+ +
+ + + {#if errors.website} +

{errors.website}

+ {/if} +
+ + +
+ + + {#if errors.phone} +

{errors.phone}

+ {/if} +
+
+
+
+ + +
+
+

+ + Address Information +

+
+
+
+ +
+ + +
+ +
+ + +
+ +
+ + +
+ +
+ + +
+ +
+ + +
+
+
+
+ + +
+
+

+ + Company Details +

+
+
+
+ +
+ + + {#if errors.numberOfEmployees} +

{errors.numberOfEmployees}

+ {/if} +
+ + +
+ + + {#if errors.annualRevenue} +

{errors.annualRevenue}

+ {/if} +
+ + +
+ + +
+ + +
+ + +
+
+
+
+ + +
+
+

Additional Details

+
+
+ +
+ + +
+
+
+ + +
+
+
+ + +
+
+
+
+
+
\ No newline at end of file diff --git a/src/routes/(app)/app/cases/+page.server.js b/src/routes/(app)/app/cases/+page.server.js new file mode 100644 index 0000000..535d1fe --- /dev/null +++ b/src/routes/(app)/app/cases/+page.server.js @@ -0,0 +1,124 @@ +import { fail, redirect, error } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +export async function load({ url, locals }) { + const org = locals.org; + const user = locals.user; + // Filters from query params + const status = url.searchParams.get('status') || undefined; + const assigned = url.searchParams.get('assigned') || undefined; + const account = url.searchParams.get('account') || undefined; + + // Build where clause + const where = {}; + if (status) where.status = status; + if (assigned) where.owner = { name: assigned }; + if (account) where.account = { name: account }; + + // Fetch all possible filter options + const [allUsers, allAccounts] = await Promise.all([ + prisma.user.findMany({ select: { id: true, name: true } }), + prisma.account.findMany({ select: { id: true, name: true } }) + ]); + + // Optionally, define all possible statuses + const statusOptions = ['OPEN', 'IN_PROGRESS', 'CLOSED']; + + const cases = await prisma.case.findMany({ + where: { organizationId: org.id }, + include: { + owner: { select: { id: true, name: true } }, + account: { select: { id: true, name: true } }, + comments: { + include: { author: { select: { id: true, name: true } } }, + orderBy: { createdAt: 'desc' } + } + }, + orderBy: { createdAt: 'desc' } + }); + + return { cases, allUsers, allAccounts, statusOptions }; +} + +export const actions = { + create: async ({ request, locals }) => { + const form = await request.formData(); + const subject = form.get('title')?.toString().trim(); + const description = form.get('description')?.toString().trim(); + const accountId = form.get('accountId')?.toString(); + const dueDateValue = form.get('dueDate'); + const dueDate = dueDateValue ? new Date(dueDateValue.toString()) : null; + const priority = form.get('priority')?.toString() || 'Medium'; + const ownerId = form.get('assignedId')?.toString(); + if (!subject || !accountId || !ownerId) { + return fail(400, { error: 'Missing required fields.' }); + } + const newCase = await prisma.case.create({ + data: { + subject, + description, + accountId, + dueDate, + priority, + ownerId, + organizationId: locals.org.id + } + }); + throw redirect(303, `/app/cases/${newCase.id}`); + }, + update: async ({ request, params, locals }) => { + const form = await request.formData(); + const subject = form.get('title')?.toString().trim(); + const description = form.get('description')?.toString().trim(); + const accountId = form.get('accountId')?.toString(); + const dueDateValue = form.get('dueDate'); + const dueDate = dueDateValue ? new Date(dueDateValue.toString()) : null; + const priority = form.get('priority')?.toString() || 'Medium'; + const ownerId = form.get('assignedId')?.toString(); + const caseId = form.get('caseId')?.toString(); + if (!subject || !accountId || !ownerId || !caseId) { + return fail(400, { error: 'Missing required fields.' }); + } + await prisma.case.update({ + where: { id: caseId, organizationId: locals.org.id }, + data: { + subject, + description, + accountId, + dueDate, + priority, + ownerId + } + }); + throw redirect(303, `/app/cases/${caseId}`); + }, + delete: async ({ request, locals }) => { + const form = await request.formData(); + const caseId = form.get('caseId')?.toString(); + if (!caseId) { + return fail(400, { error: 'Case ID is required.' }); + } + await prisma.case.delete({ + where: { + id: caseId, + organizationId: locals.org.id + } + }); + throw redirect(303, '/app/cases'); + }, + comment: async ({ request, locals }) => { + const form = await request.formData(); + const body = form.get('body')?.toString().trim(); + const caseId = form.get('caseId')?.toString(); + if (!body || !caseId) return fail(400, { error: 'Comment and case ID are required.' }); + await prisma.comment.create({ + data: { + body, + authorId: locals.user.id, + organizationId: locals.org.id, + caseId: caseId + } + }); + return { success: true }; + } +}; diff --git a/src/routes/(app)/app/cases/+page.svelte b/src/routes/(app)/app/cases/+page.svelte new file mode 100644 index 0000000..e78170d --- /dev/null +++ b/src/routes/(app)/app/cases/+page.svelte @@ -0,0 +1,299 @@ + + +
+
+ +
+
+
+ +
+
+

Cases

+

Manage customer support cases and issues

+
+
+ + + New Case + +
+ + +
+
+ +

Filters

+ {#if hasActiveFilters} + + {[statusFilter, assignedFilter, accountFilter].filter(Boolean).length} active + + {/if} +
+ +
+
+ + +
+ +
+ + +
+ +
+ + +
+ + {#if hasActiveFilters} +
+ +
+ {/if} +
+
+ + +
+ {#if filteredCases.length} + + + + +
+ {#each filteredCases as c} +
+
+ + {c.subject} + + + {c.status.replace('_', ' ')} + +
+ + {#if c.description} +

{c.description}

+ {/if} + +
+
+ Account: + {c.account?.name || '-'} +
+
+ Priority: + + {c.priority} + +
+
+ Assigned: + {c.owner?.name || 'Unassigned'} +
+
+ Due: + + {c.dueDate ? new Date(c.dueDate).toLocaleDateString() : '-'} + +
+
+ +
+ + View Details + +
+
+ {/each} +
+ {:else} +
+
+ +
+

No cases found

+

+ {hasActiveFilters ? 'No cases match your current filters.' : 'Get started by creating your first case.'} +

+ {#if hasActiveFilters} + + {:else} + + + Create Case + + {/if} +
+ {/if} +
+
+
diff --git a/src/routes/(app)/app/cases/[caseId]/+page.server.js b/src/routes/(app)/app/cases/[caseId]/+page.server.js new file mode 100644 index 0000000..f422620 --- /dev/null +++ b/src/routes/(app)/app/cases/[caseId]/+page.server.js @@ -0,0 +1,46 @@ +import prisma from '$lib/prisma'; +import { error, fail, redirect } from '@sveltejs/kit'; + +export async function load({ params, locals }) { + const org = locals.org; + const caseId = params.caseId; + const caseItem = await prisma.case.findUnique({ + where: { id: caseId, organizationId: org.id }, + include: { + owner: { select: { id: true, name: true } }, + account: { select: { id: true, name: true } }, + comments: { + include: { author: { select: { id: true, name: true } } }, + orderBy: { createdAt: 'desc' } + } + } + }); + if (!caseItem) throw error(404, 'Case not found'); + return { caseItem }; +} + +export const actions = { + comment: async ({ request, params, locals }) => { + const org = locals.org; + + // check if the case is related to the organization + const caseExists = await prisma.case.findFirst({ + where: { id: params.caseId, organizationId: org.id } + }); + if (!caseExists) { + return fail(404, { error: 'Case not found or does not belong to this organization.' }); + } + const form = await request.formData(); + const body = form.get('body')?.toString().trim(); + if (!body) return fail(400, { error: 'Comment cannot be empty.' }); + await prisma.comment.create({ + data: { + body, + authorId: locals.user.id, + organizationId: locals.org.id, + caseId: params.caseId + } + }); + return { success: true }; + } +}; diff --git a/src/routes/(app)/app/cases/[caseId]/+page.svelte b/src/routes/(app)/app/cases/[caseId]/+page.svelte new file mode 100644 index 0000000..88b5834 --- /dev/null +++ b/src/routes/(app)/app/cases/[caseId]/+page.svelte @@ -0,0 +1,244 @@ + + +
+
+ +
+
+
+
+ +
+
+

{data.caseItem.subject}

+

Case #{data.caseItem.caseNumber}

+
+
+
+ + + Edit + +
+
+
+ +
+ +
+ +
+

Case Information

+ + {#if data.caseItem.description} +
+

Description

+

{data.caseItem.description}

+
+ {/if} + +
+
+
+ +
+

Account

+

{data.caseItem.account?.name || 'Not assigned'}

+
+
+ +
+ +
+

Assigned to

+

{data.caseItem.owner?.name || 'Unassigned'}

+
+
+
+ +
+ {#if data.caseItem.dueDate} +
+ +
+

Due Date

+

{(new Date(data.caseItem.dueDate)).toLocaleDateString()}

+
+
+ {/if} + +
+ +
+

Created

+

{(new Date(data.caseItem.createdAt)).toLocaleDateString()}

+
+
+
+
+
+ + +
+
+ +

Comments

+ ({data.caseItem.comments?.length || 0}) +
+ + +
+ {#if data.caseItem.comments && data.caseItem.comments.length} + {#each data.caseItem.comments as c} +
+
+
+ + {c.author?.name?.[0]?.toUpperCase() || 'U'} + +
+
+
+

{c.author?.name || 'Unknown User'}

+ • +

{(new Date(c.createdAt)).toLocaleDateString()}

+
+

{c.body}

+
+
+
+ {/each} + {:else} +
+ +

No comments yet. Be the first to add one!

+
+ {/if} +
+ + +
+
+ + +
+ {#if errorMsg} +

{errorMsg}

+ {/if} +
+
+
+ + +
+ +
+

Status & Priority

+ +
+
+

Status

+
+ + + {data.caseItem.status.replace('_', ' ')} + +
+
+ +
+

Priority

+ + {data.caseItem.priority} + +
+
+
+ + +
+

Activity Timeline

+ +
+
+
+
+

Case Created

+

{(new Date(data.caseItem.createdAt)).toLocaleDateString()}

+
+
+ + {#if data.caseItem.updatedAt && data.caseItem.updatedAt !== data.caseItem.createdAt} +
+
+
+

Last Updated

+

{(new Date(data.caseItem.updatedAt)).toLocaleDateString()}

+
+
+ {/if} + + {#if data.caseItem.closedAt} +
+
+
+

Case Closed

+

{(new Date(data.caseItem.closedAt)).toLocaleDateString()}

+
+
+ {/if} +
+
+
+
+
+
diff --git a/src/routes/(app)/app/cases/[caseId]/edit/+page.server.js b/src/routes/(app)/app/cases/[caseId]/edit/+page.server.js new file mode 100644 index 0000000..0019ac3 --- /dev/null +++ b/src/routes/(app)/app/cases/[caseId]/edit/+page.server.js @@ -0,0 +1,91 @@ +import prisma from '$lib/prisma'; +import { fail, redirect, error } from '@sveltejs/kit'; + +export async function load({ params, locals }) { + const org = locals.org; + const caseId = params.caseId; + const caseItem = await prisma.case.findUnique({ + where: { id: caseId, organizationId: org.id }, + include: { + owner: { select: { id: true, name: true } }, + account: { select: { id: true, name: true } } + } + }); + if (!caseItem) throw error(404, 'Case not found'); + // Fetch all users and accounts for dropdowns + const [users, accounts] = await Promise.all([ + prisma.user.findMany({ select: { id: true, name: true } }), + prisma.account.findMany({ select: { id: true, name: true } }) + ]); + return { caseItem, users, accounts }; +} + +export const actions = { + update: async ({ request, params, locals }) => { + const org = locals.org; + const form = await request.formData(); + const subject = form.get('title')?.toString().trim(); + const description = form.get('description')?.toString().trim(); + const accountId = form.get('accountId')?.toString(); + const dueDateRaw = form.get('dueDate'); + const dueDate = dueDateRaw ? new Date(dueDateRaw.toString()) : null; + const priority = form.get('priority')?.toString() || 'Medium'; + const ownerId = form.get('assignedId')?.toString(); + + if (!subject || !accountId || !ownerId) { + return fail(400, { error: 'Missing required fields.' }); + } + + // Validate case is part of the organization + const caseExists = await prisma.case.findFirst({ + where: { id: params.caseId, organizationId: org.id } + }); + if (!caseExists) { + return fail(404, { error: 'Case not found or does not belong to this organization.' }); + } + + try { + await prisma.case.update({ + where: { id: params.caseId }, + data: { subject, description, accountId, dueDate, priority, ownerId } + }); + return { success: true }; + } catch (error) { + return fail(500, { error: 'Failed to update case.' }); + } + }, + close: async ({ params, locals }) => { + const org = locals.org; + + // Validate case is part of the organization + const caseExists = await prisma.case.findFirst({ + where: { id: params.caseId, organizationId: org.id } + }); + if (!caseExists) { + return fail(404, { error: 'Case not found or does not belong to this organization.' }); + } + + await prisma.case.update({ + where: { id: params.caseId }, + data: { status: 'CLOSED', closedAt: new Date() } + }); + throw redirect(303, `/app/cases/${params.caseId}`); + }, + reopen: async ({ params, locals }) => { + const org = locals.org; + + // Validate case is part of the organization + const caseExists = await prisma.case.findFirst({ + where: { id: params.caseId, organizationId: org.id } + }); + if (!caseExists) { + return fail(404, { error: 'Case not found or does not belong to this organization.' }); + } + + await prisma.case.update({ + where: { id: params.caseId }, + data: { status: 'OPEN', closedAt: null } + }); + throw redirect(303, `/app/cases/${params.caseId}`); + } +}; diff --git a/src/routes/(app)/app/cases/[caseId]/edit/+page.svelte b/src/routes/(app)/app/cases/[caseId]/edit/+page.svelte new file mode 100644 index 0000000..10b3f3a --- /dev/null +++ b/src/routes/(app)/app/cases/[caseId]/edit/+page.svelte @@ -0,0 +1,338 @@ + + +
+
+ +
+
+
+

Edit Case

+

Update case details and assignment

+
+
+ +
+
+
+ + +
+
{ + loading = true; + errorMsg = ''; + successMsg = ''; + return async ({ result, update }) => { + loading = false; + if (result.type === 'failure') { + errorMsg = (result.data as any)?.error || 'An error occurred'; + } else if (result.type === 'success') { + successMsg = 'Case updated successfully!'; + } + await update(); + }; + }}> +
+ +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+
+ + +
+ +
+ + +
+
+ + +
+ + +
+ + + {#if errorMsg} +
+ +
{errorMsg}
+
+ {/if} + + {#if successMsg} +
+
+
+
+
{successMsg}
+
+ {/if} +
+ + +
+ + + {#if data.caseItem.status === 'CLOSED'} + + {:else} + + {/if} +
+
+
+ + + + + + + + + {#if showCloseConfirmation} +
+
+
+
+
+ +
+
+

Close Case

+

Are you sure you want to close this case?

+
+
+

+ This action will mark the case as closed. You can still view the case details, but it will no longer be active. +

+
+ + +
+
+
+
+ {/if} + + + {#if showReopenConfirmation} +
+
+
+
+
+ +
+
+

Reopen Case

+

Are you sure you want to reopen this case?

+
+
+

+ This action will mark the case as active again and allow you to continue working on it. +

+
+ + +
+
+
+
+ {/if} +
+
diff --git a/src/routes/(app)/app/cases/new/+page.server.js b/src/routes/(app)/app/cases/new/+page.server.js new file mode 100644 index 0000000..3feb96a --- /dev/null +++ b/src/routes/(app)/app/cases/new/+page.server.js @@ -0,0 +1,68 @@ +import prisma from '$lib/prisma'; +import { fail, redirect } from '@sveltejs/kit'; + +export async function load({ locals, url }) { + const org = locals.org; + const preSelectedAccountId = url.searchParams.get('accountId'); + + const accounts = await prisma.account.findMany( + { + where: { organizationId: org.id }, + select: { id: true, name: true } + } + ); + const users = await prisma.userOrganization.findMany({ + where: { organizationId: org.id }, + select: { + user: { + select: { + id: true, + name: true + } + } + } + }); + + return { accounts, users, preSelectedAccountId }; +} + +export const actions = { + create: async ({ request, locals }) => { + const org = locals.org; + const form = await request.formData(); + const subject = form.get('title')?.toString().trim(); + const description = form.get('description')?.toString().trim(); + const accountId = form.get('accountId')?.toString(); + const dueDateValue = form.get('dueDate'); + const dueDate = dueDateValue ? new Date(dueDateValue.toString()) : null; + const priority = form.get('priority')?.toString() || 'Medium'; + const ownerId = form.get('assignedId')?.toString(); + if (!subject || !accountId || !ownerId) { + return fail(400, { error: 'Missing required fields.' }); + } + + // check if the ownerId is valid and related to the organization + const isValidOwner = await prisma.userOrganization.findFirst({ + where: { + userId: ownerId, + organizationId: org.id + } + }); + if (!isValidOwner) { + return fail(400, { error: 'Invalid owner ID.' }); + } + + const newCase = await prisma.case.create({ + data: { + subject, + description, + accountId, + dueDate, + priority, + ownerId, + organizationId: locals.org.id + } + }); + throw redirect(303, `/app/cases/${newCase.id}`); + } +}; diff --git a/src/routes/(app)/app/cases/new/+page.svelte b/src/routes/(app)/app/cases/new/+page.svelte new file mode 100644 index 0000000..198004b --- /dev/null +++ b/src/routes/(app)/app/cases/new/+page.svelte @@ -0,0 +1,168 @@ + + +
+
+ +
+
+
+ +
+

Create New Case

+
+

Create and assign a new support case to track customer issues and requests.

+
+ + +
+
+ + +
+
+

Case Details

+

Basic information about the case

+
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+
+ + +
+
+

Assignment & Priority

+

Set ownership and urgency level

+
+ +
+ +
+ + +
+ + +
+ + +
+
+ + +
+ + +
+
+ + + {#if errorMsg} +
+

{errorMsg}

+
+ {/if} + + +
+ + + Cancel + +
+
+
+
+
diff --git a/src/routes/(app)/app/contacts/+page.server.js b/src/routes/(app)/app/contacts/+page.server.js new file mode 100644 index 0000000..bcf40fd --- /dev/null +++ b/src/routes/(app)/app/contacts/+page.server.js @@ -0,0 +1,127 @@ +import prisma from '$lib/prisma'; +import { error } from '@sveltejs/kit'; +import { Prisma } from '@prisma/client'; + + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ url, locals }) { + try { + + const page = parseInt(url.searchParams.get('page') || '1'); + const limit = parseInt(url.searchParams.get('limit') || '20'); + const search = url.searchParams.get('search') || ''; + const ownerId = url.searchParams.get('owner') || ''; + + const skip = (page - 1) * limit; + + // Build where clause + const where = { + organizationId: locals.org.id, + ...(search && { + OR: [ + { firstName: { contains: search, mode: Prisma.QueryMode.insensitive } }, + { lastName: { contains: search, mode: Prisma.QueryMode.insensitive } }, + { email: { contains: search, mode: Prisma.QueryMode.insensitive } }, + { phone: { contains: search, mode: Prisma.QueryMode.insensitive } }, + { title: { contains: search, mode: Prisma.QueryMode.insensitive } }, + { department: { contains: search, mode: Prisma.QueryMode.insensitive } } + ] + }), + ...(ownerId && { ownerId }) + }; + + // Fetch contacts with owner info + const [contacts, totalCount, owners] = await Promise.all([ + prisma.contact.findMany({ + where, + include: { + owner: { + select: { + id: true, + name: true, + email: true + } + }, + relatedAccounts: { + include: { + account: { + select: { + id: true, + name: true + } + } + } + }, + _count: { + select: { + tasks: true, + events: true, + opportunities: true, + cases: true + } + } + }, + orderBy: { createdAt: 'desc' }, + skip, + take: limit + }), + prisma.contact.count({ where }), + prisma.user.findMany({ + where: { + organizations: { + some: { + organizationId: locals.org.id + } + } + }, + select: { + id: true, + name: true, + email: true + }, + orderBy: { name: 'asc' } + }) + ]); + + return { + contacts, + totalCount, + currentPage: page, + totalPages: Math.ceil(totalCount / limit), + limit, + search, + ownerId, + owners + }; + } catch (err) { + console.error('Error loading contacts:', err); + throw error(500, 'Failed to load contacts'); + } +} + +/** @type {import('./$types').Actions} */ +export const actions = { + delete: async ({ request, locals }) => { + try { + + const data = await request.formData(); + const contactId = data.get('contactId')?.toString(); + + if (!contactId) { + throw error(400, 'Contact ID is required'); + } + + await prisma.contact.delete({ + where: { + id: contactId, + organizationId: locals.org.id + } + }); + + return { success: true }; + } catch (err) { + console.error('Error deleting contact:', err); + throw error(500, 'Failed to delete contact'); + } + } +}; \ No newline at end of file diff --git a/src/routes/(app)/app/contacts/+page.svelte b/src/routes/(app)/app/contacts/+page.svelte new file mode 100644 index 0000000..4ba09a7 --- /dev/null +++ b/src/routes/(app)/app/contacts/+page.svelte @@ -0,0 +1,467 @@ + + + + Contacts - BottleCRM + + +
+ +
+
+
+
+
+ +
+
+

Contacts

+

+ {data.totalCount} total contacts +

+
+
+
+ + + + Add Contact + +
+
+ + +
+
+ + e.key === 'Enter' && handleSearch()} + class="w-full pl-10 pr-4 py-3 border border-gray-300 dark:border-gray-600 rounded-lg bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-transparent" + /> + {#if searchQuery} + + {/if} +
+
+ + + {#if showFilters} +
+
+
+ + +
+
+
+ + +
+
+ {/if} +
+
+ + +
+ {#if data.contacts.length === 0} +
+ +

No contacts found

+

+ {data.search ? 'Try adjusting your search criteria.' : 'Get started by creating your first contact.'} +

+ {#if !data.search} + + + Add Contact + + {/if} +
+ {:else} + + + + +
+ {#each data.contacts as contact} +
+
+ + +
+ +
+ {#if contact.email} +
+ + {contact.email} +
+ {/if} + {#if contact.phone} +
+ + {formatPhone(contact.phone)} +
+ {/if} + {#if contact.relatedAccounts.length > 0} +
+ + {contact.relatedAccounts[0].account.name} +
+ {/if} +
+ +
+
+ {#if contact._count.tasks > 0} + + {contact._count.tasks} tasks + + {/if} + {#if contact._count.opportunities > 0} + + {contact._count.opportunities} opps + + {/if} +
+
+ + +
+
+
+ {/each} +
+ + + {#if data.totalPages > 1} +
+
+ Showing {((data.currentPage - 1) * data.limit) + 1} to {Math.min(data.currentPage * data.limit, data.totalCount)} of {data.totalCount} contacts +
+
+ + + {#each Array.from({length: Math.min(5, data.totalPages)}, (_, i) => { + const start = Math.max(1, data.currentPage - 2); + return start + i; + }) as pageNum} + {#if pageNum <= data.totalPages} + + {/if} + {/each} + + +
+
+ {/if} + {/if} +
+
\ No newline at end of file diff --git a/src/routes/(app)/app/contacts/[contactId]/+page.server.js b/src/routes/(app)/app/contacts/[contactId]/+page.server.js new file mode 100644 index 0000000..a2d5d7b --- /dev/null +++ b/src/routes/(app)/app/contacts/[contactId]/+page.server.js @@ -0,0 +1,71 @@ +import prisma from '$lib/prisma'; + +export async function load({ params, locals }) { + const org = locals.org; + const contact = await prisma.contact.findUnique({ + where: { id: params.contactId, organizationId: org.id }, + include: { + owner: { + select: { + id: true, + name: true, + email: true + } + } + } + }); + + if (!contact) { + return { + status: 404, + error: new Error('Contact not found') + }; + } + + // Get all related accounts via AccountContactRelationship + const accountRels = await prisma.accountContactRelationship.findMany({ + where: { contactId: params.contactId }, + include: { account: true }, + orderBy: [ + { isPrimary: 'desc' }, // Primary relationships first + { startDate: 'desc' } // Then by most recent + ] + }); + + // Fetch related opportunities + const opportunities = await prisma.opportunity.findMany({ + where: { + contacts: { some: { id: params.contactId } }, + organization: { id: org.id } + }, + include: { account: true }, + orderBy: { createdAt: 'desc' }, + take: 5 + }); + + // Fetch related tasks + const tasks = await prisma.task.findMany({ + where: { contactId: params.contactId, organizationId: org.id }, + include: { owner: true, createdBy: true }, + orderBy: { createdAt: 'desc' }, + take: 5 + }); + + // Fetch related events + const events = await prisma.event.findMany({ + where: { contactId: params.contactId, organizationId: org.id }, + include: { owner: true, createdBy: true }, + orderBy: { startDate: 'desc' }, + take: 5 + }); + + return { + contact: { + ...contact, + accountRelationships: accountRels, + opportunities, + tasks, + events + } + }; +} diff --git a/src/routes/(app)/app/contacts/[contactId]/+page.svelte b/src/routes/(app)/app/contacts/[contactId]/+page.svelte new file mode 100644 index 0000000..e19c454 --- /dev/null +++ b/src/routes/(app)/app/contacts/[contactId]/+page.svelte @@ -0,0 +1,357 @@ + + +
+ +
+
+
+
+ {#if primaryAccountRel} + + + Back to {primaryAccountRel.account.name} + + {:else} + + + Back to Contacts + + {/if} +
+
+ {contact.firstName?.[0]}{contact.lastName?.[0]} +
+
+

{contact.firstName} {contact.lastName}

+

{contact.title || 'Contact'}

+
+ {#if primaryAccountRel?.isPrimary} + + + Primary + + {/if} + {#if hasMultipleAccounts} + + + {contact.accountRelationships.length} Accounts + + {/if} +
+
+
+ + + Edit + +
+
+
+
+ +
+
+ +
+ +
+

+ + Contact Information +

+
+
+
+ Email + {#if contact.email} + + + {contact.email} + + {:else} +

N/A

+ {/if} +
+
+ Phone + {#if contact.phone} + + + {contact.phone} + + {:else} +

N/A

+ {/if} +
+
+ Department +

{contact.department || 'N/A'}

+
+
+
+
+ Title +

{contact.title || 'N/A'}

+
+
+ Owner +

{contact.owner?.name || 'N/A'}

+
+
+ Created +

+ + {formatDate(contact.createdAt)} +

+
+
+
+ {#if contact.description} +
+ Description +

{contact.description}

+
+ {/if} +
+ + + {#if contact.accountRelationships && contact.accountRelationships.length > 0} +
+

+ + Account Relationships + ({contact.accountRelationships.length}) +

+
+ {#each contact.accountRelationships as relationship} +
+
+
+ + + {relationship.account.name} + + {#if relationship.isPrimary} + + + Primary + + {/if} +
+
+ {#if relationship.role} + + + {relationship.role} + + {/if} + + + Since {formatDate(relationship.startDate)} + +
+ {#if relationship.description} +

{relationship.description}

+ {/if} +
+
+ + {relationship.account.type || 'Account'} + +
+
+ {/each} +
+
+ {/if} + + + {#if contact.street || contact.city || contact.state || contact.country} +
+

+ + Address +

+
+ {#if contact.street}

{contact.street}

{/if} +

+ {contact.city || ''}{contact.city && contact.state ? ', ' : ''}{contact.state || ''} {contact.postalCode || ''} +

+ {#if contact.country}

{contact.country}

{/if} +
+
+ {/if} + + + {#if contact.opportunities && contact.opportunities.length > 0} +
+
+

+ + Opportunities +

+ + View all + + +
+
+ {#each contact.opportunities as opp} +
+
+ + {opp.name} + +

{opp.account?.name}

+
+
+

+ + {formatCurrency(opp.amount || 0)} +

+ + {opp.stage.replace('_', ' ')} + +
+
+ {/each} +
+
+ {/if} +
+ + +
+ + {#if contact.tasks && contact.tasks.length > 0} +
+
+

+ + Recent Tasks +

+ View all +
+
+ {#each contact.tasks as task} +
+ {#if task.status === 'Completed'} + + {:else} + + {/if} +
+

{task.subject}

+
+ + {task.priority} + + {#if task.dueDate} + + + {formatDate(task.dueDate)} + + {/if} +
+
+
+ {/each} +
+
+ {/if} + + + {#if contact.events && contact.events.length > 0} +
+
+

+ + Recent Events +

+ View all +
+
+ {#each contact.events as event} +
+

{event.subject}

+

+ + {formatDateTime(event.startDate)} +

+ {#if event.location} +

+ + {event.location} +

+ {/if} +
+ {/each} +
+
+ {/if} + +
+
+
+
diff --git a/src/routes/(app)/app/contacts/[contactId]/edit/+page.server.js b/src/routes/(app)/app/contacts/[contactId]/edit/+page.server.js new file mode 100644 index 0000000..dd0b513 --- /dev/null +++ b/src/routes/(app)/app/contacts/[contactId]/edit/+page.server.js @@ -0,0 +1,89 @@ +import prisma from '$lib/prisma'; +import { fail, redirect } from '@sveltejs/kit'; +import { validatePhoneNumber, formatPhoneForStorage } from '$lib/utils/phone.js'; + +export async function load({ params, locals }) { + const org = locals.org; + const user = locals.user; + + const contact = await prisma.contact.findUnique({ + where: { id: params.contactId, organizationId: org.id } + }); + if (!contact) { + return fail(404, { message: 'Contact not found' }); + } + // Get related account info + const accountRel = await prisma.accountContactRelationship.findFirst({ + where: { contactId: params.contactId }, + include: { account: true } + }); + return { + contact, + account: accountRel?.account || null, + isPrimary: accountRel?.isPrimary || false, + role: accountRel?.role || '' + }; +} + +export const actions = { + default: async ({ request, params, locals }) => { + const org = locals.org; + const user = locals.user; + + const formData = await request.formData(); + const firstName = formData.get('firstName')?.toString().trim(); + const lastName = formData.get('lastName')?.toString().trim(); + const email = formData.get('email')?.toString().trim() || null; + const phone = formData.get('phone')?.toString().trim() || null; + const title = formData.get('title')?.toString().trim() || null; + const department = formData.get('department')?.toString().trim() || null; + const street = formData.get('street')?.toString().trim() || null; + const city = formData.get('city')?.toString().trim() || null; + const state = formData.get('state')?.toString().trim() || null; + const postalCode = formData.get('postalCode')?.toString().trim() || null; + const country = formData.get('country')?.toString().trim() || null; + const description = formData.get('description')?.toString().trim() || null; + + if (!firstName || !lastName) { + return fail(400, { message: 'First and last name are required.' }); + } + + // Validate phone number if provided + let formattedPhone = null; + if (phone && phone.length > 0) { + const phoneValidation = validatePhoneNumber(phone); + if (!phoneValidation.isValid) { + return fail(400, { message: phoneValidation.error || 'Please enter a valid phone number' }); + } + formattedPhone = formatPhoneForStorage(phone); + } + + const contact = await prisma.contact.findUnique({ + where: { id: params.contactId, organizationId: org.id } + }); + if (!contact) { + return fail(404, { message: 'Contact not found' }); + } + + // Update contact + await prisma.contact.update({ + where: { id: params.contactId }, + data: { + firstName, + lastName, + email, + phone: formattedPhone, + title, + department, + street, + city, + state, + postalCode, + country, + description + } + }); + + return { success: true }; + } +}; diff --git a/src/routes/(app)/app/contacts/[contactId]/edit/+page.svelte b/src/routes/(app)/app/contacts/[contactId]/edit/+page.svelte new file mode 100644 index 0000000..c52a2d5 --- /dev/null +++ b/src/routes/(app)/app/contacts/[contactId]/edit/+page.svelte @@ -0,0 +1,393 @@ + + +
+
+ +
+
+ +
+

Edit Contact

+

Update contact information and details

+
+
+
+ + +
+ +
+
+
+
+ +
+

Basic Information

+
+
+
+
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+
+
+ + +
+
+
+
+ +
+

Contact Information

+
+
+
+
+
+ +
+
+ +
+ +
+
+
+ +
+
+ +
+ +
+ {#if phoneError} +

{phoneError}

+ {/if} +
+
+
+
+ + +
+
+
+
+ +
+

Address Information

+
+
+
+
+
+ + +
+
+
+ + +
+
+ + +
+
+ + +
+
+
+ + +
+
+
+
+ + + {#if account} +
+
+
+
+ +
+

Account Relationship

+
+
+
+
+
+
Account
+
{account.name}
+
+ {#if role} +
+
Role
+
{role}
+
+ {/if} + {#if isPrimary} +
+
+ + Primary Contact +
+
+ {/if} +
+
+
+ {/if} + + +
+
+
+
+ +
+

Additional Information

+
+
+
+
+ + +
+
+
+ + + {#if errorMsg} +
+
+
+ +
+
+

{errorMsg}

+
+
+
+ {/if} + + +
+ + +
+
+
+
diff --git a/src/routes/(app)/app/contacts/new/+page.server.js b/src/routes/(app)/app/contacts/new/+page.server.js new file mode 100644 index 0000000..a752fdc --- /dev/null +++ b/src/routes/(app)/app/contacts/new/+page.server.js @@ -0,0 +1,270 @@ +import { redirect, fail } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; +import { validatePhoneNumber, formatPhoneForStorage } from '$lib/utils/phone.js'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ locals, url }) { + // Ensure user is authenticated + if (!locals.user) { + throw redirect(302, '/auth/login'); + } + + // Get user's organizations for the dropdown + const userOrganizations = await prisma.userOrganization.findMany({ + where: { userId: locals.user.id }, + include: { organization: true } + }); + + // Get accounts for the account dropdown (if no specific accountId is provided) + const accountId = url.searchParams.get('accountId'); + /** @type {Array<{id: string, name: string, organizationId: string}>} */ + let accounts = []; + + if (!accountId) { + // Load accounts from user's organizations + const organizationIds = userOrganizations.map(uo => uo.organizationId); + accounts = await prisma.account.findMany({ + where: { + organizationId: { in: organizationIds }, + isDeleted: false + }, + select: { + id: true, + name: true, + organizationId: true + }, + orderBy: { name: 'asc' } + }); + } else { + // Load the specific account to validate access and show in UI + const account = await prisma.account.findFirst({ + where: { + id: accountId, + organizationId: { in: userOrganizations.map(uo => uo.organizationId) }, + isDeleted: false + }, + select: { + id: true, + name: true, + organizationId: true + } + }); + + if (account) { + accounts = [account]; + } + } + + return { + organizations: userOrganizations.map(uo => uo.organization), + accounts + }; +} + +/** @type {import('./$types').Actions} */ +export const actions = { + create: async ({ request, locals, url }) => { + if (!locals.user) { + throw redirect(302, '/auth/login'); + } + + const data = await request.formData(); + const firstName = data.get('firstName')?.toString().trim() || ''; + const lastName = data.get('lastName')?.toString().trim() || ''; + const email = data.get('email')?.toString().trim(); + const phone = data.get('phone')?.toString().trim(); + const title = data.get('title')?.toString().trim(); + const department = data.get('department')?.toString().trim(); + const street = data.get('street')?.toString().trim(); + const city = data.get('city')?.toString().trim(); + const state = data.get('state')?.toString().trim(); + const postalCode = data.get('postalCode')?.toString().trim(); + const country = data.get('country')?.toString().trim(); + const description = data.get('description')?.toString().trim(); + const organizationId = data.get('organizationId')?.toString(); + const accountId = data.get('accountId')?.toString(); + const role = data.get('role')?.toString().trim(); + const isPrimary = data.get('isPrimary') === 'on'; + + // Validation + const errors = {}; + + if (!firstName) errors.firstName = 'First name is required'; + if (!lastName) errors.lastName = 'Last name is required'; + + if (email && !/^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(email)) { + errors.email = 'Please enter a valid email address'; + } + + // Validate phone number if provided + let formattedPhone = null; + if (phone && phone.length > 0) { + const phoneValidation = validatePhoneNumber(phone); + if (!phoneValidation.isValid) { + errors.phone = phoneValidation.error || 'Please enter a valid phone number'; + } else { + formattedPhone = formatPhoneForStorage(phone); + } + } + + if (Object.keys(errors).length > 0) { + return fail(400, { + errors, + values: { + firstName, lastName, email, phone, title, department, + street, city, state, postalCode, country, description, + organizationId, accountId, role, isPrimary + } + }); + } + + try { + let validatedOrganizationId = organizationId; + + // If accountId is provided, validate it and get its organizationId + if (accountId) { + const account = await prisma.account.findFirst({ + where: { + id: accountId, + isDeleted: false + }, + include: { + organization: { + include: { + users: { + where: { userId: locals.user.id } + } + } + } + } + }); + + if (!account) { + return fail(404, { + errors: { accountId: 'Account not found' }, + values: { + firstName, lastName, email, phone, title, department, + street, city, state, postalCode, country, description, + organizationId, accountId, role, isPrimary + } + }); + } + + if (account.organization.users.length === 0) { + return fail(403, { + errors: { accountId: 'You do not have access to this account' }, + values: { + firstName, lastName, email, phone, title, department, + street, city, state, postalCode, country, description, + organizationId, accountId, role, isPrimary + } + }); + } + + validatedOrganizationId = account.organizationId; + } + + // Verify user has access to the organization + if (validatedOrganizationId) { + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: locals.user.id, + organizationId: validatedOrganizationId + } + }); + + if (!userOrg) { + return fail(403, { + errors: { organizationId: 'You do not have access to this organization' }, + values: { + firstName, lastName, email, phone, title, department, + street, city, state, postalCode, country, description, + organizationId, accountId, role, isPrimary + } + }); + } + + // Check for duplicate email within the organization + if (email) { + const existingContact = await prisma.contact.findFirst({ + where: { + email: email, + organizationId: validatedOrganizationId + } + }); + + if (existingContact) { + return fail(400, { + errors: { email: 'A contact with this email already exists in this organization' }, + values: { + firstName, lastName, email, phone, title, department, + street, city, state, postalCode, country, description, + organizationId, accountId, role, isPrimary + } + }); + } + } + } + + // Create the contact + const contact = await prisma.contact.create({ + data: { + firstName, + lastName, + email: email || null, + phone: formattedPhone, + title: title || null, + department: department || null, + street: street || null, + city: city || null, + state: state || null, + postalCode: postalCode || null, + country: country || null, + description: description || null, + ownerId: locals.user.id, + organizationId: validatedOrganizationId || null + } + }); + + // Create account-contact relationship if accountId is provided + if (accountId) { + await prisma.accountContactRelationship.create({ + data: { + accountId: accountId, + contactId: contact.id, + role: role || null, + isPrimary: isPrimary + } + }); + } + + // Create audit log + await prisma.auditLog.create({ + data: { + action: 'CREATE', + entityType: 'Contact', + entityId: contact.id, + description: `Created contact: ${firstName} ${lastName}${accountId ? ` and linked to account` : ''}`, + newValues: { contact, accountRelationship: accountId ? { accountId, role, isPrimary } : null }, + userId: locals.user.id, + organizationId: locals.org.id + } + }); + + } catch (error) { + console.error('Error creating contact:', error); + return fail(500, { + errors: { general: 'An error occurred while creating the contact. Please try again.' }, + values: { + firstName, lastName, email, phone, title, department, + street, city, state, postalCode, country, description, + organizationId, accountId, role, isPrimary + } + }); + } + + // Redirect back to account if accountId was provided, otherwise to contacts list + const redirectUrl = accountId ? `/app/accounts/${accountId}` : '/app/contacts'; + throw redirect(302, redirectUrl); + } +}; \ No newline at end of file diff --git a/src/routes/(app)/app/contacts/new/+page.svelte b/src/routes/(app)/app/contacts/new/+page.svelte new file mode 100644 index 0000000..708ea6f --- /dev/null +++ b/src/routes/(app)/app/contacts/new/+page.svelte @@ -0,0 +1,467 @@ + + + + New Contact - BottleCRM + + +
+ +
+
+
+
+ + + {accountId ? 'Back to Account' : 'Back to Contacts'} + +
+

New Contact

+

+ {#if selectedAccount} + Add a new contact to {selectedAccount.name} + {:else} + Add a new contact to your CRM + {/if} +

+
+
+
+
+
+ + +
+ + {#if errors.general} +
+

{errors.general}

+
+ {/if} + + + {#if selectedAccount} +
+
+ +

+ This contact will be added to {selectedAccount.name} +

+
+
+ {/if} + +
+ + {#if accountId} + + {/if} + + +
+
+
+ +

Basic Information

+
+
+
+ + {#if !accountId} +
+ + +
+ {/if} + + + {#if !accountId && data.accounts?.length > 0} +
+ + +
+ {/if} + + +
+
+ + + {#if errors.firstName} +

{errors.firstName}

+ {/if} +
+
+ + + {#if errors.lastName} +

{errors.lastName}

+ {/if} +
+
+ + +
+
+ + + {#if errors.email} +

{errors.email}

+ {/if} +
+
+ + + {#if errors.phone} +

{errors.phone}

+ {/if} + {#if phoneError} +

{phoneError}

+ {/if} +
+
+
+
+ + + {#if selectedAccount || formValues.accountId} +
+
+
+ +

Account Relationship

+
+
+
+
+
+ + +
+
+ + +
+
+
+
+ {/if} + + +
+
+
+ +

Professional Information

+
+
+
+
+
+ + +
+
+ + +
+
+
+
+ + +
+
+
+ +

Address Information

+
+
+
+
+ + +
+
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+
+
+ + +
+
+
+ +

Additional Information

+
+
+
+
+ + +
+
+
+ + +
+ + Cancel + + +
+
+
+
\ No newline at end of file diff --git a/src/routes/(app)/app/invoices/+page.server.js b/src/routes/(app)/app/invoices/+page.server.js new file mode 100644 index 0000000..3833ac1 --- /dev/null +++ b/src/routes/(app)/app/invoices/+page.server.js @@ -0,0 +1,40 @@ +import { redirect } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ locals }) { + if (!locals.user || !locals.org) { + throw redirect(302, '/login'); + } + + // Get quotes that serve as invoices for this organization + const invoices = await prisma.quote.findMany({ + where: { + organizationId: locals.org.id + }, + include: { + account: { + select: { + id: true, + name: true + } + }, + lineItems: { + include: { + product: { + select: { + name: true + } + } + } + } + }, + orderBy: { + createdAt: 'desc' + } + }); + + return { + invoices + }; +}; diff --git a/src/routes/(app)/app/invoices/+page.svelte b/src/routes/(app)/app/invoices/+page.svelte new file mode 100644 index 0000000..eb6afdd --- /dev/null +++ b/src/routes/(app)/app/invoices/+page.svelte @@ -0,0 +1,134 @@ + + + +
+
+
+

Invoices

+ + New Invoice +
+ + +
+ +
+ + + + + + +
+ + +
+ + + + + + +
+ + +
+ + + + + + +
+
+ + +
+ {#each data.invoices as invoice} +
+
+
+ {invoice.status.toLowerCase()} + Due: {invoice.expirationDate ? new Date(invoice.expirationDate).toLocaleDateString() : 'N/A'} +
+
+

{invoice.quoteNumber}

+

{invoice.account.name}

+
+ {#each invoice.lineItems as item} +
+ {item.description || item.product?.name} + {formatCurrency(Number(item.totalPrice))} +
+ {/each} +
+
+
+
+
{formatCurrency(Number(invoice.grandTotal))}
+
+ View + Edit +
+
+ +
+
+ {/each} + + + {#if data.invoices.length === 0} +
+
📄
+

No invoices yet

+

Create your first invoice to get started

+ + Create Invoice + +
+ {/if} +
+
+
diff --git a/src/routes/(app)/app/invoices/[invoiceId]/+page.server.js b/src/routes/(app)/app/invoices/[invoiceId]/+page.server.js new file mode 100644 index 0000000..6535ac4 --- /dev/null +++ b/src/routes/(app)/app/invoices/[invoiceId]/+page.server.js @@ -0,0 +1,63 @@ +import { error, redirect } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ params, locals }) { + if (!locals.user || !locals.org) { + throw redirect(302, '/login'); + } + + const invoice = await prisma.quote.findFirst({ + where: { + id: params.invoiceId, + organizationId: locals.org.id + }, + include: { + account: { + select: { + id: true, + name: true, + street: true, + city: true, + state: true, + postalCode: true, + country: true + } + }, + contact: { + select: { + firstName: true, + lastName: true, + email: true + } + }, + lineItems: { + include: { + product: { + select: { + name: true, + code: true + } + } + }, + orderBy: { + id: 'asc' + } + }, + preparedBy: { + select: { + name: true, + email: true + } + } + } + }); + + if (!invoice) { + throw error(404, 'Invoice not found'); + } + + return { + invoice + }; +}; diff --git a/src/routes/(app)/app/invoices/[invoiceId]/+page.svelte b/src/routes/(app)/app/invoices/[invoiceId]/+page.svelte new file mode 100644 index 0000000..bdf3d98 --- /dev/null +++ b/src/routes/(app)/app/invoices/[invoiceId]/+page.svelte @@ -0,0 +1,160 @@ + + + +
+
+
+
+

Invoice

+
{invoice.quoteNumber}
+
+
+
Prepared by:
+
{invoice.preparedBy.name}
+
{invoice.preparedBy.email}
+
+
+ +
+
+
From:
+
{invoice.account.name}
+
+ {#if invoice.account.street} + {invoice.account.street}
+ {/if} + {#if invoice.account.city} + {invoice.account.city}{#if invoice.account.state}, {invoice.account.state}{/if} {invoice.account.postalCode}
+ {/if} + {#if invoice.account.country} + {invoice.account.country} + {/if} +
+
+
+
To:
+
+ {#if invoice.contact} + {invoice.contact.firstName} {invoice.contact.lastName} + {:else} + {invoice.account.name} + {/if} +
+
+ {#if invoice.contact && invoice.contact.email} + {invoice.contact.email} + {/if} +
+
+
+
+ Status: + + {invoice.status.toLowerCase()} + +
+
+ Created:{new Date(invoice.createdAt).toLocaleDateString()} +
+
+ Due Date:{invoice.expirationDate ? new Date(invoice.expirationDate).toLocaleDateString() : 'N/A'} +
+
+
+ +
+ + + + + + + + + + + {#each invoice.lineItems as item} + + + + + + + {/each} + + + + + + + + + + + +
DescriptionQuantityRateTotal
{item.description || item.product?.name || 'N/A'}{item.quantity}{formatCurrency(Number(item.unitPrice))}{formatCurrency(Number(item.totalPrice))}
Subtotal:{formatCurrency(Number(invoice.subtotal))}
Total:{formatCurrency(Number(invoice.grandTotal))}
+
+ + {#if invoice.description} +
+
Notes:
+
+ {invoice.description} +
+
+ {/if} + +
+ + ← Back to Invoices + +
+ + Edit Invoice + + +
+
+ + +
+
+
+
diff --git a/src/routes/(app)/app/invoices/[invoiceId]/edit/+page.server.js b/src/routes/(app)/app/invoices/[invoiceId]/edit/+page.server.js new file mode 100644 index 0000000..3689bde --- /dev/null +++ b/src/routes/(app)/app/invoices/[invoiceId]/edit/+page.server.js @@ -0,0 +1,127 @@ +import { error, fail, redirect } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ params, locals }) { + if (!locals.user || !locals.org) { + throw redirect(302, '/login'); + } + + const invoice = await prisma.quote.findFirst({ + where: { + id: params.invoiceId, + organizationId: locals.org.id + }, + include: { + account: { + select: { + id: true, + name: true + } + }, + lineItems: { + include: { + product: { + select: { + id: true, + name: true, + code: true + } + } + }, + orderBy: { + id: 'asc' + } + } + } + }); + + if (!invoice) { + throw error(404, 'Invoice not found'); + } + + // Get accounts for the dropdown + const accounts = await prisma.account.findMany({ + where: { + organizationId: locals.org.id, + isActive: true, + isDeleted: false + }, + select: { + id: true, + name: true + }, + orderBy: { + name: 'asc' + } + }); + + return { + invoice, + accounts + }; +} + +/** @type {import('./$types').Actions} */ +export const actions = { + default: async ({ request, params, locals }) => { + if (!locals.user || !locals.org) { + return fail(401, { error: 'Unauthorized' }); + } + + const formData = await request.formData(); + + const accountId = String(formData.get('account_id') || ''); + const invoiceDate = String(formData.get('invoice_date') || ''); + const dueDate = String(formData.get('due_date') || ''); + const status = String(formData.get('status') || 'DRAFT'); + const notes = String(formData.get('notes') || ''); + + // Validation + if (!accountId || !invoiceDate || !dueDate) { + return fail(400, { + error: 'Account, invoice date, and due date are required' + }); + } + + try { + const invoice = await prisma.quote.findFirst({ + where: { + id: params.invoiceId, + organizationId: locals.org.id + } + }); + + if (!invoice) { + return fail(404, { error: 'Invoice not found' }); + } + + // Convert status for Quote model + const quoteStatus = status === 'DRAFT' ? 'DRAFT' : + status === 'SENT' ? 'PRESENTED' : + status === 'PAID' ? 'ACCEPTED' : 'DRAFT'; + + await prisma.quote.update({ + where: { + id: params.invoiceId + }, + data: { + accountId, + status: quoteStatus, + description: notes, + expirationDate: new Date(dueDate), + updatedAt: new Date() + } + }); + + throw redirect(303, `/app/invoices/${params.invoiceId}`); + } catch (err) { + if (err instanceof Response) throw err; // Re-throw redirects + + console.error('Error updating invoice:', err); + return fail(500, { + error: 'Failed to update invoice. Please try again.' + }); + } + } +}; diff --git a/src/routes/(app)/app/invoices/[invoiceId]/edit/+page.svelte b/src/routes/(app)/app/invoices/[invoiceId]/edit/+page.svelte new file mode 100644 index 0000000..e69de29 diff --git a/src/routes/(app)/app/invoices/new/+page.server.js b/src/routes/(app)/app/invoices/new/+page.server.js new file mode 100644 index 0000000..e58025c --- /dev/null +++ b/src/routes/(app)/app/invoices/new/+page.server.js @@ -0,0 +1,87 @@ +import { fail, redirect } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ locals }) { + if (!locals.user || !locals.org) { + throw redirect(302, '/login'); + } + + // Get accounts for the dropdown + const accounts = await prisma.account.findMany({ + where: { + organizationId: locals.org.id, + isActive: true, + isDeleted: false + }, + select: { + id: true, + name: true + }, + orderBy: { + name: 'asc' + } + }); + + return { + accounts + }; +} + +/** @type {import('./$types').Actions} */ +export const actions = { + default: async ({ request, locals }) => { + if (!locals.user || !locals.org) { + return fail(401, { error: 'Unauthorized' }); + } + + const formData = await request.formData(); + + const invoiceNumber = String(formData.get('invoice_number') || ''); + const accountId = String(formData.get('account_id') || ''); + const invoiceDate = String(formData.get('invoice_date') || ''); + const dueDate = String(formData.get('due_date') || ''); + const status = String(formData.get('status') || 'DRAFT'); + const notes = String(formData.get('notes') || ''); + + // Validation + if (!invoiceNumber || !accountId || !invoiceDate || !dueDate) { + return fail(400, { + error: 'Invoice number, account, invoice date, and due date are required' + }); + } + + try { + // For now, we'll create a Quote since that's what exists in the schema + // In a real implementation, you might want to add an Invoice model + // or extend the Quote model to handle invoices + + // Generate unique quote number (since we're using Quote model) + const quoteNumber = `INV-${Date.now()}`; + + const quote = await prisma.quote.create({ + data: { + quoteNumber, + name: `Invoice ${invoiceNumber}`, + status: status === 'DRAFT' ? 'DRAFT' : + status === 'SENT' ? 'PRESENTED' : + status === 'PAID' ? 'ACCEPTED' : 'DRAFT', + description: notes, + expirationDate: new Date(dueDate), + subtotal: 0, // Will be updated when line items are added + grandTotal: 0, + preparedById: locals.user.id, + accountId: accountId, + organizationId: locals.org.id + } + }); + + throw redirect(303, `/app/invoices/${quote.id}`); + } catch (error) { + console.error('Error creating invoice:', error); + return fail(500, { + error: 'Failed to create invoice. Please try again.' + }); + } + } +}; diff --git a/src/routes/(app)/app/invoices/new/+page.svelte b/src/routes/(app)/app/invoices/new/+page.svelte new file mode 100644 index 0000000..b0cc179 --- /dev/null +++ b/src/routes/(app)/app/invoices/new/+page.svelte @@ -0,0 +1,258 @@ + + + +
+
+
+
+

New Invoice

+

Create a professional invoice for your client

+
+
+ DRAFT +
+
+ +
+ +
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+

Line Items

+ +
+ +
+ + + + + + + + + + + + {#each lineItems as item, index (index)} + + + + + + + + {/each} + + + + + + + + + + + + + +
DescriptionQuantityRateTotal
+ { + const target = e.target; + if (target instanceof HTMLInputElement) { + updateLineItem(index, 'description', target.value); + } + }} + class="w-full border-none bg-transparent focus:ring-2 focus:ring-blue-500 rounded px-2 py-1" + placeholder="Description" /> + + { + const target = e.target; + if (target instanceof HTMLInputElement) { + updateLineItem(index, 'quantity', Number(target.value)); + } + }} + class="w-20 border-none bg-transparent focus:ring-2 focus:ring-blue-500 rounded px-2 py-1 text-right" + min="1" /> + + { + const target = e.target; + if (target instanceof HTMLInputElement) { + updateLineItem(index, 'rate', Number(target.value)); + } + }} + class="w-24 border-none bg-transparent focus:ring-2 focus:ring-blue-500 rounded px-2 py-1 text-right" + min="0" + step="0.01" /> + + ${item.total.toFixed(2)} + + +
Subtotal:${subtotal.toFixed(2)}
Total:${grandTotal.toFixed(2)}
+
+
+ + +
+ + +
+ + +
+ + +
+
+
+
diff --git a/src/routes/(app)/app/leads/[lead_id]/+page.server.js b/src/routes/(app)/app/leads/[lead_id]/+page.server.js index 8248c6d..c76aedb 100644 --- a/src/routes/(app)/app/leads/[lead_id]/+page.server.js +++ b/src/routes/(app)/app/leads/[lead_id]/+page.server.js @@ -1,41 +1,247 @@ -import { error } from '@sveltejs/kit'; +import { error, fail } from '@sveltejs/kit'; import { PrismaClient } from '@prisma/client'; +import { z } from 'zod'; // For input validation const prisma = new PrismaClient(); -export async function load({ params }) { +// Input validation schemas +const commentSchema = z.object({ + comment: z.string().min(1, 'Comment cannot be empty').max(1000, 'Comment too long').trim() +}); + +export async function load({ params, locals }) { const lead_id = params.lead_id; - - try { - // Fetch lead with owner information - const lead = await prisma.lead.findUnique({ - where: { id: lead_id }, - include: { - owner: true, - tasks: { - orderBy: { createdAt: 'desc' } - }, - events: { - orderBy: { startDate: 'asc' } + const org = locals.org; + + const lead = await prisma.lead.findUnique({ + where: { id: lead_id, organizationId: org.id }, + include: { + owner: true, + tasks: { + orderBy: { createdAt: 'desc' } + }, + events: { + orderBy: { startDate: 'asc' } + }, + comments: { + include: { + author: true }, - comments: { - include: { - author: true - }, - orderBy: { createdAt: 'desc' } + orderBy: { createdAt: 'desc' } + }, + contact: true + } + }); + + if (!lead) { + throw error(404, 'Lead not found'); + } + + return { + lead + }; +} + +export const actions = { + convert: async ({ params, locals }) => { + const lead_id = params.lead_id; + const user = locals.user; + const org = locals.org; + + try { + console.log('Starting lead conversion for lead:', lead_id); + + const lead = await prisma.lead.findUnique({ + where: { id: lead_id, organizationId: org.id }, + include: { + organization: true, + owner: true } + }); + + if (!lead) { + return fail(404, { status: 'error', message: 'Lead not found' }); } - }); - - if (!lead) { - throw error(404, 'Lead not found'); + + if (lead.status === 'CONVERTED') { + return { status: 'success', message: 'Lead already converted' }; + } + + console.log('Creating contact...'); + const contact = await prisma.contact.create({ + data: { + firstName: lead.firstName, + lastName: lead.lastName, + email: lead.email, + phone: lead.phone, + title: lead.title, + description: lead.description, + owner: { connect: { id: lead.ownerId } }, + organization: { connect: { id: lead.organizationId } } + } + }); + console.log('Contact created with ID:', contact.id); + + let accountId = null; + let account = null; + if (lead.company) { + console.log('Creating account for company:', lead.company); + account = await prisma.account.create({ + data: { + name: lead.company, + industry: lead.industry, + owner: { connect: { id: lead.ownerId } }, + organization: { connect: { id: lead.organizationId } } + } + }); + accountId = account.id; + console.log('Account created with ID:', accountId); + + console.log('Creating account-contact relationship...'); + await prisma.accountContactRelationship.create({ + data: { + account: { connect: { id: account.id } }, + contact: { connect: { id: contact.id } }, + isPrimary: true, + role: 'Primary Contact' + } + }); + console.log('Account-contact relationship created'); + } else { + console.log('Creating placeholder account...'); + // Create a placeholder account if no company + account = await prisma.account.create({ + data: { + name: `${lead.firstName} ${lead.lastName} Account`, + owner: { connect: { id: lead.ownerId } }, + organization: { connect: { id: lead.organizationId } } + } + }); + accountId = account.id; + console.log('Placeholder account created with ID:', accountId); + + console.log('Creating account-contact relationship...'); + await prisma.accountContactRelationship.create({ + data: { + account: { connect: { id: account.id } }, + contact: { connect: { id: contact.id } }, + isPrimary: true, + role: 'Primary Contact' + } + }); + console.log('Account-contact relationship created'); + } + + console.log('Creating opportunity...'); + const opportunity = await prisma.opportunity.create({ + data: { + name: `${lead.company || lead.firstName + ' ' + lead.lastName} Opportunity`, + stage: 'PROSPECTING', + amount: 0, + closeDate: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000), + contacts: { connect: { id: contact.id } }, + owner: { connect: { id: lead.ownerId } }, + organization: { connect: { id: lead.organizationId } }, + account: { connect: { id: accountId } } + } + }); + console.log('Opportunity created with ID:', opportunity.id); + + console.log('Updating lead status...'); + await prisma.lead.update({ + where: { id: lead_id }, + data: { + status: 'CONVERTED', + isConverted: true, + convertedAt: new Date(), + convertedContactId: contact.id, + convertedAccountId: accountId, + convertedOpportunityId: opportunity.id, + contact: { connect: { id: contact.id } } + } + }); + console.log('Lead status updated successfully'); + + console.log('Lead conversion completed, account created:', accountId); + + return { + status: 'success', + message: 'Lead successfully converted', + redirectTo: `/app/accounts/${accountId}`, + contact, + account, + opportunity + }; + } catch (err) { + console.error('Error converting lead:', err); + + // Extract meaningful error message + let errorMessage = 'Failed to convert lead'; + if (err instanceof Error) { + errorMessage = err.message; + } else if (typeof err === 'string') { + errorMessage = err; + } else if (err && typeof err === 'object' && 'message' in err && typeof err.message === 'string') { + errorMessage = err.message; + } + + return fail(500, { + status: 'error', + message: `Error converting lead: ${errorMessage}` + }); } + }, + + addComment: async ({ params, request, locals }) => { + const lead_id = params.lead_id; + const user = locals.user; + const org = locals.org; + + + // Validate form data + const data = await request.formData(); + const comment = data.get('comment'); - return { - lead - }; - } catch (err) { - console.error('Error fetching lead:', err); - throw error(500, 'Failed to load lead details'); + try { + const validatedComment = commentSchema.parse({ comment }); + + const lead = await prisma.lead.findUnique({ + where: { id: lead_id, organizationId: org.id }, + select: { organizationId: true } + }); + + if (!lead) { + return fail(404, { status: 'error', message: 'Lead not found' }); + } + + await prisma.comment.create({ + data: { + body: validatedComment.comment, + lead: { connect: { id: lead_id } }, + author: { connect: { id: user.id } }, + organization: { connect: { id: lead.organizationId } } + } + }); + + const updatedLead = await prisma.lead.findUnique({ + where: { id: lead_id }, + include: { + comments: { include: { author: true }, orderBy: { createdAt: 'desc' } } + } + }); + + return { + status: 'success', + message: 'Comment added successfully', + commentAdded: true, + comments: updatedLead?.comments || [] + }; + } catch (err) { + console.error('Error adding comment:', err instanceof Error ? err.message : String(err)); + if (err instanceof z.ZodError) { + return fail(400, { status: 'error', message: err.issues[0].message }); + } + return fail(500, { status: 'error', message: 'Failed to add comment' }); + } } -} +}; \ No newline at end of file diff --git a/src/routes/(app)/app/leads/[lead_id]/+page.svelte b/src/routes/(app)/app/leads/[lead_id]/+page.svelte index ae0f5d0..f616ce3 100644 --- a/src/routes/(app)/app/leads/[lead_id]/+page.svelte +++ b/src/routes/(app)/app/leads/[lead_id]/+page.svelte @@ -1,393 +1,863 @@ -
- -
-
-
- - - - - -

{getFullName(lead)}

- {lead.status} -
-
- {#if lead.status !== 'CONVERTED'} - - {/if} - -
-
-
- -
- - - - -
- - -
-
-

Full Name

-
{getFullName(lead)}
-
- {#if lead.company} -
-

Company

-
{lead.company}
-
- {/if} - {#if lead.email} -
-

Email

- {lead.email} -
- {/if} - {#if lead.phone} -
-

Phone

- {lead.phone} -
- {/if} - {#if lead.title} -
-

Title

-
{lead.title}
-
- {/if} - {#if lead.leadSource} -
-

Lead Source

-
{lead.leadSource.replace('_', ' ').toLowerCase()}
-
- {/if} - {#if lead.industry} -
-

Industry

-
{lead.industry}
-
- {/if} - {#if lead.rating} -
-

Rating

-
{lead.rating}
-
- {/if} -
- {#if lead.description} -
-

Description

-
{lead.description}
-
- {/if} - - - - - - -
-
- +
+ +
+
+ + + +
+ {#if lead.comments && lead.comments.length > 0} + {#each lead.comments as comment, i (comment.id || i)} +
+
+
+ +
+
+
+
+

+ {comment.author?.name || 'Unknown User'} +

+

+ {formatDate(comment.createdAt)} +

+
+

+ {comment.body} +

+
+
+ {/each} + {:else} +
+
+ +
+

+ No activity yet +

+

+ Be the first to add a note or log an interaction. +

+
+ {/if} +
+
+
+ + + {#if lead.convertedContactId && lead.contact} +
+
+

+
+ +
+ Related Contact +

+
+ +
+
+
+
+ +
+
+

+ {lead.contact.firstName} + {lead.contact.lastName} +

+

Contact

+
+
+ + {#if lead.contact.email} +
+ + {lead.contact.email} +
+ {/if} + + {#if lead.contact.phone} +
+ + {lead.contact.phone} +
+ {/if} + + + + View Contact + +
+
+
+ {/if} + + +
+
+

+
+ +
+ Quick Stats +

+
+ +
+
+ Comments + {lead.comments?.length || 0} +
+
+ Days Since Created + + {Math.floor( + (new Date().getTime() - new Date(lead.createdAt).getTime()) / + (1000 * 60 * 60 * 24) + )} + +
+ {#if lead.convertedAt} +
+ Days to Convert + + {Math.floor( + (new Date(lead.convertedAt).getTime() - new Date(lead.createdAt).getTime()) / + (1000 * 60 * 60 * 24) + )} + +
+ {/if} +
+
+ + + diff --git a/src/routes/(app)/app/leads/[lead_id]/edit/+page.server.js b/src/routes/(app)/app/leads/[lead_id]/edit/+page.server.js index 6f20b38..f83fa62 100644 --- a/src/routes/(app)/app/leads/[lead_id]/edit/+page.server.js +++ b/src/routes/(app)/app/leads/[lead_id]/edit/+page.server.js @@ -1,14 +1,14 @@ import { error, redirect } from '@sveltejs/kit'; -import { PrismaClient } from '@prisma/client'; +import { PrismaClient, LeadStatus, LeadSource } from '@prisma/client'; const prisma = new PrismaClient(); -export async function load({ params }) { +export async function load({ params, locals }) { const { lead_id } = params; - - try { + const org = locals.org; + const lead = await prisma.lead.findUnique({ - where: { id: lead_id }, + where: { id: lead_id, organizationId: org.id }, include: { owner: true, contact: true @@ -19,45 +19,149 @@ export async function load({ params }) { throw error(404, 'Lead not found'); } - const users = await prisma.user.findMany({ - where: { isActive: true }, - orderBy: { name: 'asc' } + const users = await prisma.userOrganization.findMany({ + where: { organizationId: org.id }, + include: { + user: true + } }); return { lead, users }; - } catch (err) { - console.error('Error loading lead:', err); - throw error(500, 'Failed to load lead data'); - } + } export const actions = { - default: async ({ request, params }) => { + default: async ({ request, params, locals }) => { const { lead_id } = params; const formData = await request.formData(); + const org = locals.org; + + const leadEmail = formData.get('email'); + const ownerId = formData.get('ownerId'); + const firstName = formData.get('firstName'); + const lastName = formData.get('lastName'); + + // Validate required fields + if (!firstName || typeof firstName !== 'string' || firstName.trim() === '') { + return { + success: false, + error: 'First name is required.' + }; + } + + if (!lastName || typeof lastName !== 'string' || lastName.trim() === '') { + return { + success: false, + error: 'Last name is required.' + }; + } + + if (!ownerId || typeof ownerId !== 'string') { + return { + success: false, + error: 'Owner ID is required.' + }; + } + + // Validate owner ID - ensure the user belongs to the organization + const ownerValidation = await prisma.userOrganization.findUnique({ + where: { + userId_organizationId: { + userId: ownerId, + organizationId: org.id, + }, + }, + select: { id: true } + }); + + if (!ownerValidation) { + return { + success: false, + error: 'Invalid owner selected. User is not part of this organization.' + }; + } + + // Check if leadEmail is a non-empty string before proceeding + if (typeof leadEmail === 'string' && leadEmail.trim() !== '') { + // Step 1: Find the user by email + const user = await prisma.user.findUnique({ + where: { email: leadEmail }, + select: { id: true }, // Select only the user ID + }); + + if (user) { + // Step 2: Find the UserOrganization record using the user's ID and organization ID + // This uses the compound unique key @@unique([userId, organizationId]) + const userOrgMembership = await prisma.userOrganization.findUnique({ + where: { + userId_organizationId: { + userId: user.id, + organizationId: org.id, + }, + }, + select: { id: true } // Fetch only id to confirm existence + }); + if (!userOrgMembership) { + return { + success: false, + error: 'User is not part of this organization.' + }; + } + // If userOrgMembership exists, validation passes. + } else { + return { + success: false, + error: 'User with this email does not exist.' + }; + } + } + + // Get and validate form data + const statusValue = formData.get('status')?.toString() || 'NEW'; + const leadSourceValue = formData.get('leadSource')?.toString(); + + // Simple string validation - Prisma will validate the enum at runtime + const validStatuses = ['NEW', 'PENDING', 'CONTACTED', 'QUALIFIED', 'UNQUALIFIED', 'CONVERTED']; + const validSources = ['WEB', 'PHONE_INQUIRY', 'PARTNER_REFERRAL', 'COLD_CALL', 'TRADE_SHOW', 'EMPLOYEE_REFERRAL', 'ADVERTISEMENT', 'OTHER']; - const updatedLead = { - firstName: formData.get('firstName'), - lastName: formData.get('lastName'), - email: formData.get('email'), - phone: formData.get('phone'), - company: formData.get('company'), - title: formData.get('title'), - status: formData.get('status'), - leadSource: formData.get('leadSource') || null, - industry: formData.get('industry') || null, - rating: formData.get('rating') || null, - description: formData.get('description') || null, - ownerId: formData.get('ownerId') - }; - + if (!validStatuses.includes(statusValue)) { + return { + success: false, + error: 'Invalid lead status provided.' + }; + } + + if (leadSourceValue && !validSources.includes(leadSourceValue)) { + return { + success: false, + error: 'Invalid lead source provided.' + }; + } + try { + // Use the correct Prisma update method with proper typing await prisma.lead.update({ where: { id: lead_id }, - data: updatedLead + data: { + firstName: firstName.trim(), + lastName: lastName.trim(), + email: formData.get('email')?.toString() || null, + phone: formData.get('phone')?.toString() || null, + company: formData.get('company')?.toString() || null, + title: formData.get('title')?.toString() || null, + industry: formData.get('industry')?.toString() || null, + rating: formData.get('rating')?.toString() || null, + description: formData.get('description')?.toString() || null, + ownerId: ownerId, + organizationId: org.id, + // @ts-ignore - Bypassing TypeScript enum checking for validated enum values + status: statusValue, + // @ts-ignore - Bypassing TypeScript enum checking for validated enum values + leadSource: leadSourceValue || null + } }); return { success: true }; diff --git a/src/routes/(app)/app/leads/[lead_id]/edit/+page.svelte b/src/routes/(app)/app/leads/[lead_id]/edit/+page.svelte index 4099602..313d225 100644 --- a/src/routes/(app)/app/leads/[lead_id]/edit/+page.svelte +++ b/src/routes/(app)/app/leads/[lead_id]/edit/+page.svelte @@ -1,41 +1,31 @@ - -
- -
-
-
- - - - - -

Edit Lead

+
+ +
+
+
+
+ +
+

Edit Lead

+

Editing {lead.firstName} {lead.lastName}

+
+
-
+
+ {#if formSubmitted && !errorMessage} -
- - Success! Lead updated successfully. - +
+
+
+ + + +
+
+

Lead updated successfully!

+
+
{/if} {#if errorMessage} -
- - Error: {errorMessage} - +
+
+ +
+

{errorMessage}

+
+
{/if} - -
{ - const isValid = validateForm(formData); - if (!isValid) return; + + { + const isValid = validateForm(formData); + if (!isValid) return; + + isSubmitting = true; + return async ({ result, update }) => { + isSubmitting = false; + formSubmitted = true; - isSubmitting = true; - return async ({ result, update }) => { - isSubmitting = false; - formSubmitted = true; - - if (result.type === 'success') { - if (result.data?.success) { - await update(); - setTimeout(() => { - goto(`/app/leads/${lead.id}`); - }, 1500); - } else if (result.data?.error) { - errorMessage = result.data.error; - } - } else { - errorMessage = 'An unexpected error occurred'; + if (result.type === 'success') { + if (result.data?.success) { + await update(); + setTimeout(() => { + goto(`/app/leads/${lead.id}`); + }, 1500); + } else if (result.data?.error) { + errorMessage = result.data.error as string; } - }; - }} - > -
- -
-

Basic Information

- + } else { + errorMessage = 'An unexpected error occurred'; + } + }; + }} + class="space-y-8" + > + +
+
+
+ +

Personal Information

+
+
+
+
- - + First Name * + + {#if errors.firstName} -

{errors.firstName}

+

{errors.firstName}

{/if}
- - + Last Name * + + {#if errors.lastName} -

{errors.lastName}

+

{errors.lastName}

{/if}
- - + + Email Address + + {#if errors.email} -

{errors.email}

+

{errors.email}

{/if}
- - + + Phone Number + +
- - -
-

Company Information

- +
+
+ + +
+
+
+ +

Company Information

+
+
+
+
- - Company Name +
- - Job Title +
-
- - {#each industryOptions as option} - + {/each} - +
+
+
- -
-

Lead Details

+ +
+
+
+ +

Lead Details

+
+
+
+
+
+ + +
-
-
- - -
- -
- - -
- -
- - -
+
+ +
- - + + {#each ratingOptions as option} + {/each} - +
- +
+ +
- - +
+
- -
- - -
- - + +
+ + +
+
diff --git a/src/routes/(app)/app/leads/new/+page.server.js b/src/routes/(app)/app/leads/new/+page.server.js index ecfe5f3..6c379c0 100644 --- a/src/routes/(app)/app/leads/new/+page.server.js +++ b/src/routes/(app)/app/leads/new/+page.server.js @@ -2,64 +2,26 @@ import { env } from '$env/dynamic/private'; import { redirect } from '@sveltejs/kit'; import prisma from '$lib/prisma'; import { fail } from '@sveltejs/kit'; +import { validatePhoneNumber, formatPhoneForStorage } from '$lib/utils/phone.js'; +import { + industries, + leadSources, + leadStatuses, + countries +} from '$lib/data/index.js'; /** @type {import('./$types').PageServerLoad} */ export async function load({ locals }) { const user = locals.user; const org = locals.org; - if (!user || !org) { - throw redirect(307, '/login'); - } - // Get data for dropdowns return { data: { - industries: [ - ['', 'Select Industry'], - ['TECHNOLOGY', 'Technology'], - ['HEALTHCARE', 'Healthcare'], - ['FINANCE', 'Finance'], - ['EDUCATION', 'Education'], - ['RETAIL', 'Retail'], - ['MANUFACTURING', 'Manufacturing'], - ['ENERGY', 'Energy'], - ['REAL_ESTATE', 'Real Estate'], - ['CONSTRUCTION', 'Construction'], - ['TRANSPORTATION', 'Transportation'], - ['HOSPITALITY', 'Hospitality'], - ['AGRICULTURE', 'Agriculture'], - ['OTHER', 'Other'] - ], - status: Object.entries({ - 'NEW': 'New', - 'PENDING': 'Pending', - 'CONTACTED': 'Contacted', - 'QUALIFIED': 'Qualified', - 'UNQUALIFIED': 'Unqualified' - }), - source: Object.entries({ - 'WEB': 'Website', - 'PHONE_INQUIRY': 'Phone Inquiry', - 'PARTNER_REFERRAL': 'Partner Referral', - 'COLD_CALL': 'Cold Call', - 'TRADE_SHOW': 'Trade Show', - 'EMPLOYEE_REFERRAL': 'Employee Referral', - 'ADVERTISEMENT': 'Advertisement', - 'OTHER': 'Other' - }), - countries: [ - ['', 'Select Country'], - ['US', 'United States'], - ['UK', 'United Kingdom'], - ['CA', 'Canada'], - ['AU', 'Australia'], - ['IN', 'India'], - ['DE', 'Germany'], - ['FR', 'France'], - ['JP', 'Japan'], - ['OTHER', 'Other'] - ] + industries, + status: leadStatuses, + source: leadSources, + countries } }; } @@ -71,9 +33,6 @@ export const actions = { const user = locals.user; const org = locals.org; - if (!user || !org) { - return fail(401, { error: 'Unauthorized' }); - } // Get the submitted form data const formData = await request.formData(); @@ -82,69 +41,113 @@ export const actions = { const firstName = formData.get('first_name')?.toString().trim(); const lastName = formData.get('last_name')?.toString().trim() || ''; const email = formData.get('email')?.toString().trim(); + const leadTitle = formData.get('lead_title')?.toString().trim(); if (!firstName) { return fail(400, { error: 'First name is required' }); } + + if (!lastName) { + return fail(400, { error: 'Last name is required' }); + } + + if (!leadTitle) { + return fail(400, { error: 'Lead title is required' }); + } + + // Validate phone number if provided + let formattedPhone = null; + const phone = formData.get('phone')?.toString(); + if (phone && phone.trim().length > 0) { + const phoneValidation = validatePhoneNumber(phone.trim()); + if (!phoneValidation.isValid) { + return fail(400, { error: phoneValidation.error || 'Please enter a valid phone number' }); + } + formattedPhone = formatPhoneForStorage(phone.trim()); + } // Extract all form fields const leadData = { firstName, lastName, + title: leadTitle, email: email || null, - phone: formData.get('phone')?.toString() || null, + phone: formattedPhone, company: formData.get('company')?.toString() || null, - title: formData.get('title')?.toString() || null, - status: formData.get('status')?.toString() || 'PENDING', + status: (formData.get('status')?.toString() || 'PENDING'), leadSource: formData.get('source')?.toString() || null, industry: formData.get('industry')?.toString() || null, - rating: null, // Can be set based on a rating field if added description: formData.get('description')?.toString() || null, + + // Store opportunity amount in description since it's not in the Lead schema + opportunityAmount: formData.get('opportunity_amount') ? + parseFloat(formData.get('opportunity_amount')?.toString() || '0') : null, + + // Store probability in description since it's not in the Lead schema + probability: formData.get('probability') ? + parseFloat(formData.get('probability')?.toString() || '0') : null, + + // Address fields + street: formData.get('street')?.toString() || null, + city: formData.get('city')?.toString() || null, + state: formData.get('state')?.toString() || null, + postalCode: formData.get('postcode')?.toString() || null, + country: formData.get('country')?.toString() || null, + + // Save these to include in description if not available in the model + website: formData.get('website')?.toString() || null, + skypeID: formData.get('skype_ID')?.toString() || null, }; try { - // Create new lead in the database - const lead = await prisma.lead.create({ - data: { - ...leadData, - owner: { - connect: { - id: user.id - } - }, - organization: { - connect: { - id: org.id - } + // Prepare basic lead data that matches the Prisma schema + const leadCreateData = { + firstName: leadData.firstName, + lastName: leadData.lastName, + email: leadData.email, + phone: leadData.phone, + company: leadData.company, + title: leadData.title, + status: leadData.status, + leadSource: leadData.leadSource || null, + industry: leadData.industry, + description: leadData.description || '', + rating: null, // This is in the schema + owner: { + connect: { + id: user.id + } + }, + organization: { + connect: { + id: org.id } } + }; + + // Remove logic that appends extra info to description + // All extra fields are now ignored if not in schema + + // Create new lead in the database + const lead = await prisma.lead.create({ + // @ts-ignore - status is a valid LeadStatus enum value + data: leadCreateData }); - // Optionally create an address if provided - const street = formData.get('street')?.toString() || ''; - const city = formData.get('city')?.toString() || ''; - const state = formData.get('state')?.toString() || ''; - const postalCode = formData.get('postcode')?.toString() || ''; - const country = formData.get('country')?.toString() || ''; - - if (street || city || state || postalCode || country) { - // Create address (this would require extending the Prisma schema to link address to lead) - // For now, we'll just add these fields to lead description - await prisma.lead.update({ - where: { id: lead.id }, - data: { - description: `${leadData.description || ''}\n\nAddress:\n${street} ${city} ${state} ${postalCode} ${country}`.trim() - } - }); - } - - // Redirect to the newly created lead - throw redirect(303, '/app/leads/'); + // Return success instead of redirecting + return { + status: 'success', + message: 'Lead created successfully', + lead: { + id: lead.id, + name: `${lead.firstName} ${lead.lastName}` + } + }; } catch (err) { console.error('Error creating lead:', err); return fail(500, { - error: 'Failed to create lead', + error: 'Failed to create lead: ' + (err instanceof Error ? err.message : 'Unknown error'), values: leadData // Return entered values so the form can be repopulated }); } diff --git a/src/routes/(app)/app/leads/new/+page.svelte b/src/routes/(app)/app/leads/new/+page.svelte index d7ae642..dffc13f 100644 --- a/src/routes/(app)/app/leads/new/+page.svelte +++ b/src/routes/(app)/app/leads/new/+page.svelte @@ -1,31 +1,54 @@ -
- +
+ + {#if showToast} +
+
+
+ {#if toastType === 'success'} + + {:else} + + {/if} +
+
+

{toastMessage}

+
+ +
+
+ {/if} + +
+ +
+
+
+
+

+ + Create New Lead +

+

Capture lead information and start building relationships

+
+
+
+
+ {#if form?.error} - - Error: {form.error} - +
+
+ + Error: + {form.error} +
+
{/if} - -
- -
-

Lead Information

-
- -
- - - {#if errors.title} - {errors.title} + + { + if (!validateForm()) { + cancel(); + return; + } + + isSubmitting = true; + + return async ({ result }) => { + isSubmitting = false; + + if (result.type === 'success') { + showNotification('Lead created successfully!', 'success'); + resetForm(); + setTimeout(() => goto('/app/leads/open'), 1500); + } else if (result.type === 'failure') { + const errorMessage = result.data && typeof result.data === 'object' && 'error' in result.data + ? String(result.data.error) + : 'Failed to create lead'; + showNotification(errorMessage, 'error'); + } + }; + }} class="space-y-6"> + + +
+
+

+ + Lead Information +

+
+
+
+ +
+ + + {#if errors.lead_title} +

{errors.lead_title}

{/if}
- + +
- - + +
- + +
- - + +
+
- - + {#each data.data.industries as [value, label]} {/each} - +
+
- - {#each data.data.status as [value, label]} {/each} - +
- + +
- - + +
- + +
- - + + + {#if errors.website} +

{errors.website}

+ {/if} +
+ + +
+ +
- + +
- -
- -
- -
-
+ + + {#if errors.probability} +

{errors.probability}

+ {/if} +
+ + +
+ + +
+ + +
+ +
+
- -
-

Contact Information

-
+ +
+
+

+ + Contact Information +

+
+
+
- - + First Name * + + + oninput={handleChange} + placeholder="First name" + required + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors {errors.first_name ? 'border-red-500 dark:border-red-400 ring-1 ring-red-500 dark:ring-red-400' : ''}" /> + {#if errors.first_name} +

{errors.first_name}

+ {/if}
+
- - + Last Name * + + + oninput={handleChange} + placeholder="Last name" + required + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors {errors.last_name ? 'border-red-500 dark:border-red-400 ring-1 ring-red-500 dark:ring-red-400' : ''}" /> + {#if errors.last_name} +

{errors.last_name}

+ {/if}
+
- - + Job Title + + + oninput={handleChange} + placeholder="Job title" + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors" />
+
- - + + Phone + + + oninput={handleChange} + onblur={validatePhone} + placeholder="+1 (555) 123-4567" + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors {errors.phone || phoneError ? 'border-red-500 dark:border-red-400 ring-1 ring-red-500 dark:ring-red-400' : ''}" /> + {#if errors.phone} +

{errors.phone}

+ {/if} + {#if phoneError} +

{phoneError}

+ {/if}
+
- - + + Email * + + + oninput={handleChange} + placeholder="email@company.com" + required + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors {errors.email ? 'border-red-500 dark:border-red-400 ring-1 ring-red-500 dark:ring-red-400' : ''}" /> {#if errors.email} - {errors.email} +

{errors.email}

+ {/if} +
+ + +
+ + + {#if errors.linkedin_url} +

{errors.linkedin_url}

{/if}
+
- -
-

Address

-
+ +
+
+

+ + Address Information +

+
+
+
- - + Address Line + + + oninput={handleChange} + placeholder="Street address" + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors" />
- +
- - City + -
- -
- - + oninput={handleChange} + placeholder="City" + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors" />
- +
- - State + + oninput={handleChange} + placeholder="State" + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors" />
- +
- - Postal Code + + oninput={handleChange} + placeholder="Postal code" + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors" />
- +
- - + +
+
- -
-

Description

+ +
+
+

Additional Details

+
+
+
+ + oninput={handleChange} + placeholder="Additional notes about this lead..." + rows="3" + class="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-gray-900 dark:text-white placeholder-gray-500 dark:placeholder-gray-400 rounded-lg focus:ring-2 focus:ring-blue-500 dark:focus:ring-blue-400 focus:border-blue-500 dark:focus:border-blue-400 transition-colors resize-vertical"> +
+ + +
+ + +
+ + +
+
+ + +
+ +
+ + +
+
- -
-
- + +
+
+
+ +
+
- +
diff --git a/src/routes/(app)/app/leads/open/+page.server.js b/src/routes/(app)/app/leads/open/+page.server.js index d1741b6..f47c5b9 100644 --- a/src/routes/(app)/app/leads/open/+page.server.js +++ b/src/routes/(app)/app/leads/open/+page.server.js @@ -8,9 +8,6 @@ export async function load({ cookies, locals }) { const user = locals.user; const org = locals.org; - if (!user || !org) { - throw redirect(307, '/login'); - } // Fetch open leads for the user's organization // We're considering NEW, PENDING, CONTACTED, and QUALIFIED statuses as "open" diff --git a/src/routes/(app)/app/leads/open/+page.svelte b/src/routes/(app)/app/leads/open/+page.svelte index e501b31..2825d26 100644 --- a/src/routes/(app)/app/leads/open/+page.svelte +++ b/src/routes/(app)/app/leads/open/+page.svelte @@ -1,152 +1,553 @@ -
+
-
+
-

- 📋 Open Leads -

- +
+ +
+
+ +
+
+ + + +
+ +
+ + + {#if showFilters} +
+
+ + +
+
+ + +
+
+ + +
+
+ +
+
+ {/if} +
+
+ -
+
{#if isLoading}
- +
- {:else if leads.length === 0} -
-
📭
-

No open leads found

- + {:else if filteredLeads.length === 0} +
+
📭
+

No leads found

+

Try adjusting your search criteria or create a new lead.

+ + + Create New Lead +
{:else} -
+
-
-
- {#each leads as lead, i} +
+ {#each filteredLeads as lead, i} + {@const statusConfig = getStatusConfig(lead.status)} + {@const ratingConfig = getRatingConfig(lead.rating || '')}
-
- - {getFullName(lead)} - - {lead.status} + +
+
+
+ {lead.firstName.charAt(0)}{lead.lastName.charAt(0)} +
+
+ + {getFullName(lead)} + + {#if lead.title} +

{lead.title}

+ {/if} +
+
+
+ {#snippet statusIcon(/** @type {any} */ config)} + {@const StatusIcon = config.icon} + + {/snippet} + {@render statusIcon(statusConfig)} + + {lead.status} + +
-
- {#if lead.email} -
- Email: - {lead.email} + +
+ {#if lead.company} +
+ + {lead.company}
{/if} - {#if lead.phone} -
- Phone: - {lead.phone} -
+ {#if lead.email} + + + {lead.email} + {/if} - {#if lead.company} -
- Company: - {lead.company} -
+ {#if lead.phone} + + + {lead.phone} + {/if} - + +
+
+ + {formatDate(lead.createdAt)} +
+ + {#if lead.rating} +
+ {#each Array(ratingConfig.dots) as _, i} +
+ {/each} + {lead.rating} +
+ {/if} +
+ {#if lead.owner?.name} -
- Owner: - {lead.owner.name} +
+ + Owned by {lead.owner.name}
{/if}
+ + +
+ + + View Details + +
{/each}
diff --git a/src/routes/(app)/app/opportunities/+page.server.js b/src/routes/(app)/app/opportunities/+page.server.js new file mode 100644 index 0000000..c329ff3 --- /dev/null +++ b/src/routes/(app)/app/opportunities/+page.server.js @@ -0,0 +1,163 @@ +import { PrismaClient } from '@prisma/client'; +import { fail } from '@sveltejs/kit'; + +const prisma = new PrismaClient(); + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ locals }) { + try { + // Get user's organization (assuming it's available in locals) + const userId = locals.user?.id; + const organizationId = locals.org?.id; + + if (!userId) { + return { + opportunities: [], + stats: { + total: 0, + totalValue: 0, + wonValue: 0, + pipeline: 0 + } + }; + } + + // If no organizationId in user object, try to get it from UserOrganization + let finalOrganizationId = organizationId; + if (!finalOrganizationId) { + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: userId + }, + select: { + organizationId: true + } + }); + finalOrganizationId = userOrg?.organizationId; + } + + if (!finalOrganizationId) { + return { + opportunities: [], + stats: { + total: 0, + totalValue: 0, + wonValue: 0, + pipeline: 0 + } + }; + } + + // Fetch opportunities with related data + const opportunities = await prisma.opportunity.findMany({ + where: { + organizationId: finalOrganizationId + }, + include: { + account: { + select: { + id: true, + name: true, + type: true + } + }, + owner: { + select: { + id: true, + name: true, + email: true + } + }, + contacts: { + select: { + id: true, + firstName: true, + lastName: true, + email: true + } + }, + _count: { + select: { + tasks: true, + events: true + } + } + }, + orderBy: { + createdAt: 'desc' + } + }); + + // Calculate stats + const stats = { + total: opportunities.length, + totalValue: opportunities.reduce((sum, opp) => sum + (opp.amount || 0), 0), + wonValue: opportunities + .filter(opp => opp.stage === 'CLOSED_WON') + .reduce((sum, opp) => sum + (opp.amount || 0), 0), + pipeline: opportunities + .filter(opp => !['CLOSED_WON', 'CLOSED_LOST'].includes(opp.stage)) + .reduce((sum, opp) => sum + (opp.amount || 0), 0) + }; + + return { + opportunities: opportunities.map(opp => ({ + ...opp, + amount: opp.amount ? Number(opp.amount) : null, + expectedRevenue: opp.expectedRevenue ? Number(opp.expectedRevenue) : null + })), + stats + }; + } catch (error) { + console.error('Error loading opportunities:', error); + return { + opportunities: [], + stats: { + total: 0, + totalValue: 0, + wonValue: 0, + pipeline: 0 + } + }; + } +}; + +/** @type {import('./$types').Actions} */ +export const actions = { + delete: async ({ request, locals }) => { + try { + const formData = await request.formData(); + const opportunityId = formData.get('opportunityId')?.toString(); + const userId = locals.user?.id; + const organizationId = locals.org?.id; + + if (!opportunityId || !userId || !organizationId) { + return fail(400, { message: 'Missing required data' }); + } + + // Check if the opportunity exists and belongs to the user's organization + const opportunity = await prisma.opportunity.findFirst({ + where: { + id: opportunityId, + organizationId: organizationId + } + }); + + if (!opportunity) { + return fail(404, { message: 'Opportunity not found' }); + } + + // Delete the opportunity + await prisma.opportunity.delete({ + where: { + id: opportunityId + } + }); + + return { success: true, message: 'Opportunity deleted successfully' }; + } catch (error) { + console.error('Error deleting opportunity:', error); + return fail(500, { message: 'Failed to delete opportunity' }); + } + } +}; \ No newline at end of file diff --git a/src/routes/(app)/app/opportunities/+page.svelte b/src/routes/(app)/app/opportunities/+page.svelte new file mode 100644 index 0000000..b53bab6 --- /dev/null +++ b/src/routes/(app)/app/opportunities/+page.svelte @@ -0,0 +1,589 @@ + + + + Opportunities - BottleCRM + + +
+ + {#if form?.success} +
+ +
+ {/if} + + {#if form?.message && !form?.success} +
+ +
+ {/if} + + +
+
+
+
+

Opportunities

+
+
+ + + New Opportunity + +
+
+
+
+ + +
+
+
+
+
+
+ +
+
+
+
Total Opportunities
+
{data.stats.total}
+
+
+
+
+
+ +
+
+
+
+ +
+
+
+
Total Value
+
{formatCurrency(data.stats.totalValue)}
+
+
+
+
+
+ +
+
+
+
+ +
+
+
+
Pipeline Value
+
{formatCurrency(data.stats.pipeline)}
+
+
+
+
+
+ +
+
+
+
+ +
+
+
+
Won Value
+
{formatCurrency(data.stats.wonValue)}
+
+
+
+
+
+
+ + +
+
+
+ +
+
+ +
+ +
+ +
+
+ + +
+ + +
+ + + +
+
+
+ + +
+
+ + + + + + + + + + + + + + + {#each filteredOpportunities as opportunity (opportunity.id)} + {@const config = stageConfig[opportunity.stage] || stageConfig.PROSPECTING} + + + + + + + + + + + {/each} + +
toggleSort('name')} + > +
+ Opportunity + +
+ 		toggleSort('account.name')} + > +
+ Account + +
+ 		+ Stage + toggleSort('amount')} + > +
+ Amount + +
+ 		toggleSort('closeDate')} + > +
+ Close Date + +
+ 		toggleSort('owner.name')} + > +
+ Owner + +
+ 		+ Activities + + Actions +
+
+
+
+ {opportunity.name || 'Unnamed Opportunity'} +
+ {#if opportunity.type} +
+ {opportunity.type} +
+ {/if} +
+
+ 		+
+ +
+
+ {opportunity.account?.name || 'No Account'} +
+ {#if opportunity.account?.type} +
+ {opportunity.account.type} +
+ {/if} +
+
+ 		+ + {#if config.icon} + {@const IconComponent = config.icon} + + {/if} + {config.label} + + + {formatCurrency(opportunity.amount)} + {#if opportunity.probability} +
+ {opportunity.probability}% probability +
+ {/if} + 		+
+ + {formatDate(opportunity.closeDate)} +
+ 		+
+ +
+ {opportunity.owner?.name || opportunity.owner?.email || 'No Owner'} +
+
+ 		+
+ {#if opportunity._count?.tasks > 0} + + + {opportunity._count.tasks} + + {/if} + {#if opportunity._count?.events > 0} + + + {opportunity._count.events} + + {/if} +
+ 		+
+ + + + + + + +
+
+
+ + {#if filteredOpportunities.length === 0} +
+ +

No opportunities

+

+ {searchTerm || selectedStage !== 'all' ? 'No opportunities match your current filters.' : 'Get started by creating a new opportunity.'} +

+ {#if !searchTerm && selectedStage === 'all'} +
+ + + New Opportunity + +
+ {/if} +
+ {/if} +
+
+ + +
+ + +{#if showDeleteModal && opportunityToDelete} + +{/if} \ No newline at end of file diff --git a/src/routes/(app)/app/opportunities/[opportunityId]/+page.server.js b/src/routes/(app)/app/opportunities/[opportunityId]/+page.server.js new file mode 100644 index 0000000..81aa64c --- /dev/null +++ b/src/routes/(app)/app/opportunities/[opportunityId]/+page.server.js @@ -0,0 +1,20 @@ +import { error } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +export async function load({ params }) { + const opportunity = await prisma.opportunity.findUnique({ + where: { id: params.opportunityId }, + include: { + account: true, + owner: true + } + }); + if (!opportunity) { + throw error(404, 'Opportunity not found'); + } + return { + opportunity, + account: opportunity.account, + owner: opportunity.owner + }; +} diff --git a/src/routes/(app)/app/opportunities/[opportunityId]/+page.svelte b/src/routes/(app)/app/opportunities/[opportunityId]/+page.svelte new file mode 100644 index 0000000..6cd53a2 --- /dev/null +++ b/src/routes/(app)/app/opportunities/[opportunityId]/+page.svelte @@ -0,0 +1,297 @@ + + +
+
+ +
+
+
+ + + Back to Account + +
+
+ + + Edit + + + + Delete + +
+
+ +
+

{opportunity.name}

+
+ + {opportunity.stage.replace('_', ' ')} + + {#if opportunity.probability} +
+ + {opportunity.probability}% probability +
+ {/if} +
+
+ + + {#if opportunity.stage !== 'CLOSED_LOST'} +
+
+ Progress + {Math.round(getStageProgress(opportunity.stage))}% +
+
+
+
+
+ {/if} +
+ + +
+ + +
+ + +
+
+ +

Financial Details

+
+
+
+
Amount
+
{formatCurrency(opportunity.amount)}
+
+
+
Expected Revenue
+
{formatCurrency(opportunity.expectedRevenue)}
+
+
+
+ + +
+
+ +

Opportunity Information

+
+
+
+
Type
+
{opportunity.type || 'Not specified'}
+
+
+
Lead Source
+
{opportunity.leadSource || 'Not specified'}
+
+
+
Forecast Category
+
{opportunity.forecastCategory || 'Not specified'}
+
+
+
Close Date
+
+ + {formatDate(opportunity.closeDate)} +
+
+
+
+ + + {#if opportunity.nextStep} +
+
+ +

Next Steps

+
+
{opportunity.nextStep}
+
+ {/if} + + + {#if opportunity.description} +
+
+ +

Description

+
+
{opportunity.description}
+
+ {/if} +
+ + +
+ + +
+
+ +

Key Metrics

+
+
+
+ Probability + + {opportunity.probability ? `${opportunity.probability}%` : 'N/A'} + +
+
+ Days to Close + + {opportunity.closeDate ? Math.ceil((new Date(opportunity.closeDate).getTime() - new Date().getTime()) / (1000 * 60 * 60 * 24)) : 'N/A'} + +
+
+
+ + +
+
+ +

Related Records

+
+
+
+
Account
+ {#if account} + + {account.name} + + {:else} + No account + {/if} +
+
+
Owner
+
+ + {owner?.name ?? 'Unassigned'} +
+
+
+
+ + +
+
+ +

System Information

+
+
+
+
Created
+
{formatDateTime(opportunity.createdAt)}
+
+
+
Last Updated
+
{formatDateTime(opportunity.updatedAt)}
+
+
+
+
+
+
+
+ + diff --git a/src/routes/(app)/app/opportunities/[opportunityId]/close/+page.server.js b/src/routes/(app)/app/opportunities/[opportunityId]/close/+page.server.js new file mode 100644 index 0000000..208fc04 --- /dev/null +++ b/src/routes/(app)/app/opportunities/[opportunityId]/close/+page.server.js @@ -0,0 +1,120 @@ +import { error, fail, redirect } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +/** + * @param {Object} options + * @param {Record} options.params + * @param {App.Locals} options.locals + */ +export async function load({ params, locals }) { + if (!locals.org?.id) { + throw error(403, 'Organization access required'); + } + + const opportunity = await prisma.opportunity.findFirst({ + where: { + id: params.opportunityId, + organizationId: locals.org.id + }, + include: { + account: { + select: { id: true, name: true } + } + } + }); + + if (!opportunity) { + throw error(404, 'Opportunity not found'); + } + + return { opportunity }; +} + +export const actions = { + /** + * @param {Object} options + * @param {Request} options.request + * @param {Record} options.params + * @param {App.Locals} options.locals + */ + default: async ({ request, params, locals }) => { + if (!locals.org?.id) { + return fail(403, { error: 'Organization access required' }); + } + + const formData = await request.formData(); + const status = formData.get('status')?.toString(); + const closeDate = formData.get('closeDate')?.toString(); + const closeReason = formData.get('closeReason')?.toString(); + + // Validate required fields + if (!status || !closeDate) { + return fail(400, { error: 'Status and close date are required' }); + } + + // Validate status + const validCloseStatuses = ['CLOSED_WON', 'CLOSED_LOST']; + if (!status || !validCloseStatuses.includes(status)) { + return fail(400, { error: 'Invalid status selected' }); + } + + try { + // First, verify the opportunity exists and belongs to the organization + const opportunity = await prisma.opportunity.findFirst({ + where: { + id: params.opportunityId, + organizationId: locals.org.id + }, + include: { + account: { select: { id: true } } + } + }); + + if (!opportunity) { + return fail(404, { error: 'Opportunity not found' }); + } + + // Update the opportunity with closing details + const opportunityStage = /** @type {import('@prisma/client').OpportunityStage} */ (status); + + await prisma.opportunity.update({ + where: { id: params.opportunityId }, + data: { + stage: opportunityStage, // CLOSED_WON or CLOSED_LOST + status: status === 'CLOSED_WON' ? 'SUCCESS' : 'FAILED', + closeDate: closeDate ? new Date(closeDate) : null, + description: closeReason ? + (opportunity.description ? `${opportunity.description}\n\nClose Reason: ${closeReason}` : `Close Reason: ${closeReason}`) + : opportunity.description, + updatedAt: new Date() + } + }); + + // Create audit log entry + await prisma.auditLog.create({ + data: { + action: 'UPDATE', + entityType: 'Opportunity', + entityId: opportunity.id, + description: `Opportunity closed with status: ${status}`, + newValues: { + stage: status, + status: status === 'CLOSED_WON' ? 'SUCCESS' : 'FAILED', + closeDate: closeDate, + closeReason: closeReason + }, + userId: locals.user.id, + organizationId: locals.org.id + } + }); + + throw redirect(303, `/app/opportunities/${opportunity.id}`); + } catch (err) { + console.error('Error closing opportunity:', err); + if (err && typeof err === 'object' && 'status' in err && err.status === 303) { + throw err; // Re-throw redirect + } + return fail(500, { error: 'Failed to close opportunity. Please try again.' }); + } + } +}; diff --git a/src/routes/(app)/app/opportunities/[opportunityId]/close/+page.svelte b/src/routes/(app)/app/opportunities/[opportunityId]/close/+page.svelte new file mode 100644 index 0000000..354550a --- /dev/null +++ b/src/routes/(app)/app/opportunities/[opportunityId]/close/+page.svelte @@ -0,0 +1,196 @@ + + +
+
+ +
+
+

+
+ +
+ Close Opportunity +

+

+ Update the status and close details for this opportunity +

+
+
+ + +
+
+

Opportunity Details

+
+
+

Name

+

{opportunity.name}

+
+
+

Amount

+

+ {opportunity.amount ? `$${opportunity.amount.toLocaleString()}` : 'Not specified'} +

+
+
+

Current Stage

+

{opportunity.stage.replace('_', ' ')}

+
+
+

Probability

+

+ {opportunity.probability ? `${opportunity.probability}%` : 'Not specified'} +

+
+
+
+
+ + +
+
+

Close Opportunity

+
+ +
{ + return async ({ update }) => { + isSubmitting = true; + await update(); + isSubmitting = false; + }; + }} class="p-6 space-y-6"> + {#if form?.error} +
+
+ + Error +
+

{form.error}

+
+ {/if} + + +
+ +
+ {#each statusOptions as option} + + {/each} +
+
+ + +
+ + +
+ + +
+ + +
+ + +
+ + + + Cancel + +
+
+
+
+
+ + diff --git a/src/routes/(app)/app/opportunities/[opportunityId]/delete/+page.server.js b/src/routes/(app)/app/opportunities/[opportunityId]/delete/+page.server.js new file mode 100644 index 0000000..f3c8c3b --- /dev/null +++ b/src/routes/(app)/app/opportunities/[opportunityId]/delete/+page.server.js @@ -0,0 +1,81 @@ +import { error } from '@sveltejs/kit'; +import { fail } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +export async function load({ params, locals }) { + const userId = locals.user?.id; + const organizationId = locals.org?.id; + + if (!userId || !organizationId) { + throw error(401, 'Unauthorized'); + } + + const opportunity = await prisma.opportunity.findFirst({ + where: { + id: params.opportunityId, + organizationId: organizationId + }, + include: { + account: { + select: { + id: true, + name: true + } + }, + owner: { + select: { + id: true, + name: true, + email: true + } + } + } + }); + + if (!opportunity) { + throw error(404, 'Opportunity not found'); + } + + return { + opportunity + }; +} + +/** @type {import('./$types').Actions} */ +export const actions = { + default: async ({ params, locals }) => { + try { + const userId = locals.user?.id; + const organizationId = locals.org?.id; + + if (!userId || !organizationId) { + return fail(401, { message: 'Unauthorized' }); + } + + // Check if the opportunity exists and belongs to the user's organization + const opportunity = await prisma.opportunity.findFirst({ + where: { + id: params.opportunityId, + organizationId: organizationId + } + }); + + if (!opportunity) { + return fail(404, { message: 'Opportunity not found' }); + } + + // Delete the opportunity (this will cascade delete related records) + await prisma.opportunity.delete({ + where: { + id: params.opportunityId + } + }); + + // Return success response - let client handle redirect + return { success: true, message: 'Opportunity deleted successfully' }; + } catch (err) { + console.error('Error deleting opportunity:', err); + return fail(500, { message: 'Failed to delete opportunity' }); + } + } +}; diff --git a/src/routes/(app)/app/opportunities/[opportunityId]/delete/+page.svelte b/src/routes/(app)/app/opportunities/[opportunityId]/delete/+page.svelte new file mode 100644 index 0000000..c7e51c4 --- /dev/null +++ b/src/routes/(app)/app/opportunities/[opportunityId]/delete/+page.svelte @@ -0,0 +1,112 @@ + + + + Delete Opportunity - BottleCRM + + +
+ +
+
+
+
+ + + +

Delete Opportunity

+
+
+
+
+ + +
+
+
+
+
+
+ +
+
+

+ Confirm Deletion +

+

+ This action cannot be undone. +

+
+
+ +
+

+ You are about to delete: +

+
+
Opportunity: {data.opportunity.name}
+
Account: {data.opportunity.account?.name || 'N/A'}
+
Amount: {data.opportunity.amount ? new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD' }).format(data.opportunity.amount) : 'N/A'}
+
Stage: {data.opportunity.stage}
+
+
+ +
+

+ Warning: Deleting this opportunity will also remove all associated: +

+
    +
  • Tasks and activities
    • +
  • Events and meetings
    • +
  • Comments and notes
    • +
  • Quote associations
    • +
+
+ +
+ + Cancel + + +
{ + deleteLoading = true; + return ({ result }) => { + deleteLoading = false; + if (result.type === 'success') { + // Navigate to opportunities list on successful deletion + goto('/app/opportunities'); + } else if (result.type === 'failure') { + // Handle error case - you could show a toast notification here + console.error('Failed to delete opportunity:', result.data?.message); + alert(result.data?.message || 'Failed to delete opportunity'); + } + }; + }}> + +
+
+
+
+
+
+
diff --git a/src/routes/(app)/app/opportunities/[opportunityId]/edit/+page.server.js b/src/routes/(app)/app/opportunities/[opportunityId]/edit/+page.server.js new file mode 100644 index 0000000..e246400 --- /dev/null +++ b/src/routes/(app)/app/opportunities/[opportunityId]/edit/+page.server.js @@ -0,0 +1,135 @@ +import { error, fail, redirect } from '@sveltejs/kit'; +import prisma from '$lib/prisma'; + +/** + * @param {Object} options + * @param {Record} options.params + * @param {App.Locals} options.locals + */ +export async function load({ params, locals }) { + if (!locals.org?.id) { + throw error(403, 'Organization access required'); + } + + const opportunity = await prisma.opportunity.findFirst({ + where: { + id: params.opportunityId, + organizationId: locals.org.id + }, + include: { + account: { + select: { + id: true, + name: true + } + }, + owner: { + select: { + id: true, + name: true + } + } + } + }); + if (!opportunity) throw error(404, 'Opportunity not found'); + return { + opportunity, + account: opportunity.account, + owner: opportunity.owner + }; +} + +export const actions = { + /** + * @param {Object} options + * @param {Request} options.request + * @param {Record} options.params + * @param {App.Locals} options.locals + */ + default: async ({ request, params, locals }) => { + if (!locals.org?.id) { + return fail(403, { error: 'Organization access required' }); + } + + const form = await request.formData(); + + const name = form.get('name')?.toString().trim(); + const amount = form.get('amount') ? parseFloat(form.get('amount')?.toString() || '') : null; + const expectedRevenue = form.get('expectedRevenue') ? parseFloat(form.get('expectedRevenue')?.toString() || '') : null; + const stage = form.get('stage')?.toString(); + const probability = form.get('probability') ? parseFloat(form.get('probability')?.toString() || '') : null; + const closeDateValue = form.get('closeDate')?.toString(); + const closeDate = closeDateValue ? new Date(closeDateValue) : null; + const leadSource = form.get('leadSource')?.toString() || null; + const forecastCategory = form.get('forecastCategory')?.toString() || null; + const type = form.get('type')?.toString() || null; + const nextStep = form.get('nextStep')?.toString() || null; + const description = form.get('description')?.toString() || null; + + if (!name) { + return fail(400, { message: 'Opportunity name is required.' }); + } + + if (!stage) { + return fail(400, { message: 'Stage is required.' }); + } + + // Validate stage is a valid enum value + const validStages = ['PROSPECTING', 'QUALIFICATION', 'PROPOSAL', 'NEGOTIATION', 'CLOSED_WON', 'CLOSED_LOST']; + if (!validStages.includes(stage)) { + return fail(400, { message: 'Invalid stage selected.' }); + } + + // Validate probability range + if (probability !== null && (probability < 0 || probability > 100)) { + return fail(400, { message: 'Probability must be between 0 and 100.' }); + } + + // Validate amounts are not negative + if (amount !== null && amount < 0) { + return fail(400, { message: 'Amount cannot be negative.' }); + } + + if (expectedRevenue !== null && expectedRevenue < 0) { + return fail(400, { message: 'Expected revenue cannot be negative.' }); + } + + try { + // Verify the opportunity exists and belongs to the organization + const existingOpportunity = await prisma.opportunity.findFirst({ + where: { + id: params.opportunityId, + organizationId: locals.org.id + } + }); + + if (!existingOpportunity) { + return fail(404, { message: 'Opportunity not found' }); + } + + const opportunityStage = /** @type {import('@prisma/client').OpportunityStage} */ (stage); + + await prisma.opportunity.update({ + where: { id: params.opportunityId }, + data: { + name, + amount, + expectedRevenue, + stage: opportunityStage, + probability, + closeDate, + leadSource, + forecastCategory, + type, + nextStep, + description + } + }); + + throw redirect(303, `/app/opportunities/${params.opportunityId}`); + } catch (err) { + console.error('Failed to update opportunity:', err); + return fail(500, { message: 'Failed to update opportunity. Please try again.' }); + } + } +}; diff --git a/src/routes/(app)/app/opportunities/[opportunityId]/edit/+page.svelte b/src/routes/(app)/app/opportunities/[opportunityId]/edit/+page.svelte new file mode 100644 index 0000000..c8cb2a2 --- /dev/null +++ b/src/routes/(app)/app/opportunities/[opportunityId]/edit/+page.svelte @@ -0,0 +1,319 @@ + + +
+
+ +
+
+
+ + + +
+

Edit Opportunity

+

Update opportunity details and track progress

+
+
+
+
+ + +
+
+ +
+

+ + Basic Information +

+ +
+ +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+ + +
+
+
+ + + {#if error} +
+
+ +

{error}

+
+
+ {/if} + + +
+ + Cancel + + +
+
+
+
+
+ diff --git a/src/routes/(app)/app/opportunities/new/+page.server.js b/src/routes/(app)/app/opportunities/new/+page.server.js new file mode 100644 index 0000000..b346569 --- /dev/null +++ b/src/routes/(app)/app/opportunities/new/+page.server.js @@ -0,0 +1,229 @@ +import prisma from '$lib/prisma'; +import { redirect, fail } from '@sveltejs/kit'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ locals, url }) { + if (!locals.org) { + throw redirect(302, '/org'); + } + + const preSelectedAccountId = url.searchParams.get('accountId'); + + try { + const [accounts, contacts, users] = await Promise.all([ + // Get active accounts for the organization + prisma.account.findMany({ + where: { + organizationId: locals.org.id, + isActive: true, + isDeleted: false + }, + select: { + id: true, + name: true, + type: true + }, + orderBy: { name: 'asc' } + }), + + // Get contacts for the organization or specific account + prisma.contact.findMany({ + where: { + organizationId: locals.org.id, + ...(preSelectedAccountId && { + relatedAccounts: { + some: { + accountId: preSelectedAccountId + } + } + }) + }, + select: { + id: true, + firstName: true, + lastName: true, + email: true + }, + orderBy: [{ firstName: 'asc' }, { lastName: 'asc' }] + }), + + // Get users in the organization for assignment + prisma.user.findMany({ + where: { + organizations: { + some: { + organizationId: locals.org.id + } + }, + isActive: true + }, + select: { + id: true, + name: true, + email: true + }, + orderBy: { name: 'asc' } + }) + ]); + + // Get pre-selected account details if provided + let preSelectedAccount = null; + if (preSelectedAccountId) { + preSelectedAccount = accounts.find(account => account.id === preSelectedAccountId); + } + + return { + accounts, + contacts: [], // Keep for backward compatibility + accountContacts: contacts, // Renamed for clarity + users, + preSelectedAccountId, + preSelectedAccountName: preSelectedAccount?.name || null + }; + } catch (error) { + console.error('Error loading opportunity form data:', error); + return { + accounts: [], + contacts: [], + accountContacts: [], + users: [], + preSelectedAccountId: null, + preSelectedAccountName: null + }; + } +} + +/** @type {import('./$types').Actions} */ +export const actions = { + create: async ({ request, locals }) => { + if (!locals.user || !locals.org) { + return fail(401, { error: 'Unauthorized' }); + } + + const formData = await request.formData(); + const data = { + name: formData.get('name')?.toString(), + accountId: formData.get('accountId')?.toString(), + stage: formData.get('stage')?.toString(), + amount: formData.get('amount')?.toString(), + closeDate: formData.get('closeDate')?.toString(), + probability: formData.get('probability')?.toString(), + type: formData.get('type')?.toString(), + leadSource: formData.get('leadSource')?.toString(), + nextStep: formData.get('nextStep')?.toString(), + description: formData.get('description')?.toString(), + ownerId: formData.get('ownerId')?.toString(), + contactIds: formData.getAll('contactIds').map(id => id.toString()) + }; + + // Validation + const errors = {}; + + if (!data.name || data.name.length < 2) { + errors.name = 'Opportunity name must be at least 2 characters'; + } + + if (!data.accountId) { + errors.accountId = 'Account is required'; + } + + if (!data.stage) { + errors.stage = 'Stage is required'; + } + + // Validate stage is a valid enum value + const validStages = ['PROSPECTING', 'QUALIFICATION', 'PROPOSAL', 'NEGOTIATION', 'CLOSED_WON', 'CLOSED_LOST']; + if (data.stage && !validStages.includes(data.stage)) { + errors.stage = 'Invalid stage selected'; + } + + if (data.amount && (isNaN(parseFloat(data.amount)) || parseFloat(data.amount) < 0)) { + errors.amount = 'Amount must be a valid positive number'; + } + + if (data.probability && (isNaN(parseFloat(data.probability)) || parseFloat(data.probability) < 0 || parseFloat(data.probability) > 100)) { + errors.probability = 'Probability must be between 0 and 100'; + } + + if (Object.keys(errors).length > 0) { + return fail(400, { errors, data }); + } + + try { + // Verify account belongs to organization + const account = await prisma.account.findFirst({ + where: { + id: data.accountId, + organizationId: locals.org.id, + isActive: true, + isDeleted: false + } + }); + + if (!account) { + return fail(400, { error: 'Invalid account selected' }); + } + + // At this point validation has passed so these values are guaranteed to exist + if (!data.name || !data.accountId || !data.stage) { + return fail(400, { error: 'Missing required fields after validation' }); + } + + const name = data.name; + const accountId = data.accountId; + const stage = /** @type {import('@prisma/client').OpportunityStage} */ (data.stage); + + // Create opportunity + const opportunity = await prisma.opportunity.create({ + data: { + name, + accountId, + stage, + amount: data.amount ? parseFloat(data.amount) : null, + closeDate: data.closeDate ? new Date(data.closeDate) : null, + probability: data.probability ? parseFloat(data.probability) : null, + type: data.type || null, + leadSource: data.leadSource || null, + nextStep: data.nextStep || null, + description: data.description || null, + ownerId: data.ownerId || locals.user.id, + organizationId: locals.org.id, + expectedRevenue: data.amount && data.probability + ? (parseFloat(data.amount) * parseFloat(data.probability)) / 100 + : null, + // Connect contacts if any selected + ...(data.contactIds.length > 0 && { + contacts: { + connect: data.contactIds.map(id => ({ id })) + } + }) + } + }); + + // Create audit log + await prisma.auditLog.create({ + data: { + action: 'CREATE', + entityType: 'Opportunity', + entityId: opportunity.id, + description: `Created opportunity: ${opportunity.name}`, + newValues: { + name: opportunity.name, + stage: opportunity.stage, + amount: opportunity.amount + }, + userId: locals.user.id, + organizationId: locals.org.id + } + }); + + throw redirect(302, `/app/opportunities/${opportunity.id}`); + } catch (error) { + if (error && typeof error === 'object' && 'status' in error && error.status === 302) { + throw error; // Re-throw redirect + } + console.error('Error creating opportunity:', error); + return fail(500, { error: 'Failed to create opportunity' }); + } + } +}; \ No newline at end of file diff --git a/src/routes/(app)/app/opportunities/new/+page.svelte b/src/routes/(app)/app/opportunities/new/+page.svelte new file mode 100644 index 0000000..14e8a6f --- /dev/null +++ b/src/routes/(app)/app/opportunities/new/+page.svelte @@ -0,0 +1,431 @@ + + + + New Opportunity - BottleCRM + + +
+ +
+
+
+
+ +
+
+ +
+
+

New Opportunity

+

Create a new sales opportunity

+
+
+
+
+
+
+ + +
+ {#if form?.error} +
+

{form.error}

+
+ {/if} + +
{ + if (isSubmitting) { + return; + } + + isSubmitting = true; + + return async ({ result, update }) => { + isSubmitting = false; + await update(); + + if (result.type === 'redirect') { + goto(result.location); + } + }; + }} class="space-y-8"> + +
+

+ + Basic Information +

+ +
+ +
+ + + {#if form?.errors?.name} +

{form.errors.name}

+ {/if} +
+ + +
+ + + {#if data.preSelectedAccountId} +

+ Account pre-selected from {data.preSelectedAccountName} +

+ {/if} + {#if form?.errors?.accountId} +

{form.errors.accountId}

+ {/if} +
+ + +
+ + + {#if form?.errors?.stage} +

{form.errors.stage}

+ {/if} +
+ + +
+ + +
+ + +
+ + +
+
+
+ + +
+

+ + Financial Information +

+ +
+ +
+ + + {#if form?.errors?.amount} +

{form.errors.amount}

+ {/if} +
+ + +
+ + + {#if form?.errors?.probability} +

{form.errors.probability}

+ {/if} +
+ + +
+
+ Expected Revenue +
+
+ ${calculateExpectedRevenue()} +
+
+ + +
+ + +
+ + +
+ + +
+
+
+ + +
+

Additional Information

+ +
+ + {#if data.accountContacts.length > 0} +
+
+ Associated Contacts {data.preSelectedAccountId ? `from ${data.preSelectedAccountName}` : ''} +
+
+ {#each data.accountContacts as contact} + + {/each} +
+
+ {/if} + + +
+ + +
+ + +
+ + +
+
+
+ + +
+ + +
+
+
+
\ No newline at end of file diff --git a/src/routes/(app)/app/profile/+page.server.js b/src/routes/(app)/app/profile/+page.server.js new file mode 100644 index 0000000..67a0bf2 --- /dev/null +++ b/src/routes/(app)/app/profile/+page.server.js @@ -0,0 +1,108 @@ +import prisma from '$lib/prisma'; +import { fail, redirect } from '@sveltejs/kit'; +import { validatePhoneNumber, formatPhoneForStorage } from '$lib/utils/phone.js'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ locals }) { + if (!locals.user) { + throw redirect(307, '/login'); + } + + // Get user with their organization memberships + const user = await prisma.user.findUnique({ + where: { + id: locals.user.id + }, + include: { + organizations: { + include: { + organization: true + } + } + } + }); + + if (!user) { + throw redirect(307, '/login'); + } + + return { + user: { + id: user.id, + user_id: user.user_id, + email: user.email, + name: user.name, + profilePhoto: user.profilePhoto, + phone: user.phone, + isActive: user.isActive, + lastLogin: user.lastLogin, + createdAt: user.createdAt, + organizations: user.organizations + } + }; +} + +/** @type {import('./$types').Actions} */ +export const actions = { + updateProfile: async ({ request, locals }) => { + if (!locals.user) { + throw redirect(307, '/login'); + } + + const formData = await request.formData(); + const name = formData.get('name')?.toString(); + const phone = formData.get('phone')?.toString(); + + // Validate required fields + if (!name || name.trim().length === 0) { + return fail(400, { + error: 'Name is required', + data: { name, phone } + }); + } + + if (name.trim().length < 2) { + return fail(400, { + error: 'Name must be at least 2 characters long', + data: { name, phone } + }); + } + + // Validate phone if provided + let formattedPhone = null; + if (phone && phone.trim().length > 0) { + const phoneValidation = validatePhoneNumber(phone.trim()); + if (!phoneValidation.isValid) { + return fail(400, { + error: phoneValidation.error || 'Please enter a valid phone number', + data: { name, phone } + }); + } + formattedPhone = formatPhoneForStorage(phone.trim()); + } + + try { + await prisma.user.update({ + where: { + id: locals.user.id + }, + data: { + name: name.trim(), + phone: formattedPhone, + updatedAt: new Date() + } + }); + + return { + success: true, + message: 'Profile updated successfully' + }; + } catch (error) { + console.error('Error updating profile:', error); + return fail(500, { + error: 'Failed to update profile. Please try again.', + data: { name, phone } + }); + } + } +}; \ No newline at end of file diff --git a/src/routes/(app)/app/profile/+page.svelte b/src/routes/(app)/app/profile/+page.svelte new file mode 100644 index 0000000..53b5533 --- /dev/null +++ b/src/routes/(app)/app/profile/+page.svelte @@ -0,0 +1,353 @@ + + + + Profile - BottleCRM + + +
+ +
+
+
+

Profile

+

Manage your personal information and account settings

+
+ +
+
+ + + {#if form?.success} +
+
+
+ + + +
+
+

+ {form.message} +

+
+
+
+ {/if} + + {#if form?.error} +
+
+
+ + + +
+
+

+ {form.error} +

+
+
+
+ {/if} + +
+ +
+
+
+ +
+ {#if data.user.profilePhoto} + {data.user.name + {:else} +
+ + {getInitials(data.user.name)} + +
+ {/if} +
+ +

+ {data.user.name || 'Unnamed User'} +

+

{data.user.email}

+
+ + +
+ + {data.user.isActive ? 'Active' : 'Inactive'} + +
+
+
+ + +
+
+ {#if isEditing} + +
+
+

Edit Profile Information

+ +
+ +
+ + +
+ + +
+ + + {#if phoneError} +

+ {phoneError} +

+ {/if} +
+
+
+ +
+
+ + +
+
+
+ {:else} + +
+

Profile Information

+ +
+ +
+
+ + Email Address +
+
{data.user.email}
+
+ + +
+
+ + Phone Number +
+
+ {data.user.phone ? formatPhoneNumber(data.user.phone) : 'Not provided'} +
+
+ + +
+
+ + Last Login +
+
+ {formatDate(data.user.lastLogin)} +
+
+ + +
+
+ + Member Since +
+
+ {formatDate(data.user.createdAt)} +
+
+
+
+ {/if} +
+ + + {#if data.user.organizations && data.user.organizations.length > 0} +
+

Organizations

+
+ {#each data.user.organizations as userOrg} +
+
+
+ +
+
+

+ {userOrg.organization.name} +

+

+ Joined {formatDate(userOrg.joinedAt)} +

+
+
+ + {userOrg.role} + +
+ {/each} +
+
+ {/if} +
+
+
\ No newline at end of file diff --git a/src/routes/(app)/app/support/+page.svelte b/src/routes/(app)/app/support/+page.svelte new file mode 100644 index 0000000..6f30627 --- /dev/null +++ b/src/routes/(app)/app/support/+page.svelte @@ -0,0 +1,172 @@ + + +
+
+ +
+

BottleCRM Support

+

+ Empowering startups with free, open-source CRM solutions. + Say goodbye to expensive subscription fees. +

+
+ + +
+
+
+ +
+
+

Our Mission

+

+ BottleCRM addresses the high subscription costs of commercial CRM alternatives by providing + a completely free, open-source, and highly customizable solution. Clone it, self-host it, + and make it yours - forever free. +

+
+
+
+ + +
+ +
+
+
+ +
+

Community Support

+
+

+ Join our open-source community for free support, discussions, and collaboration. +

+ + + Visit GitHub Repository + +
+ + +
+
+
+ +
+

Professional Support

+
+

+ Get priority support, hosting assistance, and custom development services. +

+ + + Contact for Paid Support + +
+
+ + +
+
+
+ +
+

Feature Requests & Ideas

+
+

+ Have an idea to make BottleCRM better? We'd love to hear from you! Share your feature + requests and help shape the future of open-source CRM. +

+ + + Request Feature + +
+ + +
+
+
+ +
+

Bug Reports

+
+

+ Found a bug? Help us improve BottleCRM by reporting issues. Your feedback helps + make the platform more stable for everyone. +

+ + + Report Bug + +
+ + +
+
+
+ +
+

Security Issues

+
+

+ Security is our priority. If you discover any security vulnerabilities, + please report them privately. Do not create public GitHub issues for security concerns. +

+ + + Report Security Issue + +
+ + +
+
+
+ +
+

Custom CRM Development

+
+

+ Need BottleCRM tailored to your specific business needs? We offer professional + customization services including hosting, custom features, integrations, and ongoing support. +

+
+ + + Get Custom Quote + + +
+
+
+
\ No newline at end of file diff --git a/src/routes/(app)/app/tasks/+page.server.js b/src/routes/(app)/app/tasks/+page.server.js new file mode 100644 index 0000000..5f51733 --- /dev/null +++ b/src/routes/(app)/app/tasks/+page.server.js @@ -0,0 +1,42 @@ +import prisma from '$lib/prisma'; + +export async function load({ locals }) { + const user = locals.user; + const org = locals.org; + const boards = await prisma.board.findMany({ + where: { ownerId: user.id, organizationId: org.id }, + select: { id: true, name: true }, + orderBy: { createdAt: 'desc' } + }); + return { boards }; +} + +export const actions = { + create: async ({ request, locals }) => { + const user = locals.user; + const org = locals.org; + const form = await request.formData(); + const name = form.get('name')?.toString(); + if (!name) return { status: 400 }; + const board = await prisma.board.create({ + data: { + name, + ownerId: user.id, + organizationId: org.id + } + }); + const defaultColumns = ["To Do", "In Progress", "Done"]; + await prisma.$transaction( + defaultColumns.map((col, idx) => + prisma.boardColumn.create({ + data: { + name: col, + boardId: board.id, + order: idx + 1 + } + }) + ) + ); + return { success: true }; + } +}; diff --git a/src/routes/(app)/app/tasks/+page.svelte b/src/routes/(app)/app/tasks/+page.svelte new file mode 100644 index 0000000..5d5fd5b --- /dev/null +++ b/src/routes/(app)/app/tasks/+page.svelte @@ -0,0 +1,134 @@ + + +
+

Boards

+
+ {#if data?.boards?.length} + {#each data.boards as board} + +
{board.name}
+ + {/each} + {:else} +

No boards found.

+ {/if} +
+
+
+ + + +
+
+
+ + diff --git a/src/routes/(app)/app/tasks/[task_id]/+page.server.js b/src/routes/(app)/app/tasks/[task_id]/+page.server.js new file mode 100644 index 0000000..96a718d --- /dev/null +++ b/src/routes/(app)/app/tasks/[task_id]/+page.server.js @@ -0,0 +1,165 @@ +import prisma from '$lib/prisma'; +import { fail } from '@sveltejs/kit'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ params, locals }) { + const { task_id } = params; + const org = locals.org; + const user = locals.user; + + // check if the task is related to org.id and the user is related to the org + const taskToUpdate = await prisma.task.findUnique({ + where: { + id: params.task_id, + organizationId: org.id + } + }); + + if (!taskToUpdate) { + return fail(404, { message: 'Task not found or you do not have permission to view it.' }); + } + + const userExistsInOrg = await prisma.userOrganization.findUnique({ + where: { + userId_organizationId: { + userId: user.id, + organizationId: org.id + } + } + }); + if (!userExistsInOrg) { + return fail(400, { fieldError: ['ownerId', 'User is not part of this organization.'] }); + } + + + + const task = await prisma.task.findUniqueOrThrow({ + where: { id: task_id }, + include: { + owner: { + select: { id: true, name: true, profilePhoto: true } + }, + account: { + select: { id: true, name: true } + }, + // You can include other relations like contact, lead, opportunity, case if needed + // contact: { select: { id: true, firstName: true, lastName: true } }, + comments: { + include: { + author: { + select: { id: true, name: true, profilePhoto: true } + } + }, + orderBy: { + createdAt: 'asc' + } + } + } + }); + + const users = await prisma.user.findMany({ + select: { id: true, name: true, profilePhoto: true } // Added profilePhoto for comment author + }); + + const accounts = await prisma.account.findMany({ + select: { id: true, name: true } + }); + + // Format dueDate for input[type=date] if it exists, otherwise it might cause issues + // Also ensure it's in YYYY-MM-DD format for display if not using toLocaleDateString() + const formattedTask = { + ...task, + dueDate: task.dueDate ? new Date(task.dueDate).toISOString().split('T')[0] : task.dueDate + }; + + // Assuming locals.user is populated by your auth setup + const loggedInUser = locals.user ? { + id: locals.user.id, + name: locals.user.name, + profilePhoto: locals.user.profilePhoto + // organizationId: locals.user.organizationId // If available and needed directly + } : null; + + return { + task: formattedTask, + users, + accounts, + loggedInUser + }; +}; + +/** @type {import('./$types').Actions} */ +export const actions = { + addComment: async ({ request, params, locals }) => { + const org = locals.org; + + const formData = await request.formData(); + const commentBody = formData.get('commentBody')?.toString(); + const { task_id } = params; + + const userId = locals.user.id; + + + + // check if the task is related to org.id and the user is related to the org + const taskToUpdate = await prisma.task.findUnique({ + where: { + id: params.task_id, + organizationId: org.id + } + }); + + if (!taskToUpdate) { + return fail(404, { message: 'Task not found or you do not have permission to edit it.' }); + } + + const userExistsInOrg = await prisma.userOrganization.findUnique({ + where: { + userId_organizationId: { + userId: userId, + organizationId: org.id + } + } + }); + if (!userExistsInOrg) { + return fail(400, { fieldError: ['ownerId', 'User is not part of this organization.'] }); + } + + + if (!commentBody || commentBody.trim() === '') { + return fail(400, { error: true, message: 'Comment body cannot be empty.', commentBody }); + } + + try { + const task = await prisma.task.findUnique({ + where: { id: task_id }, + select: { organizationId: true } + }); + + if (!task) { + return fail(404, { error: true, message: 'Task not found.' }); + } + + if (!task.organizationId) { + // This case should ideally not happen if tasks always have an organizationId + return fail(500, { error: true, message: 'Task is not associated with an organization.' }); + } + + await prisma.comment.create({ + data: { + body: commentBody, + authorId: userId, + taskId: task_id, + organizationId: task.organizationId, // Use task's organizationId + } + }); + // No need to return the comment, page will reload data. + // SvelteKit will invalidate the page data, causing `load` to re-run. + // The form will be reset by default with `enhance`. + return { success: true, message: 'Comment added successfully.' }; + } catch (error) { + console.error('Error adding comment:', error); + return fail(500, { error: true, message: 'Failed to add comment.' }); + } + } +}; \ No newline at end of file diff --git a/src/routes/(app)/app/tasks/[task_id]/+page.svelte b/src/routes/(app)/app/tasks/[task_id]/+page.svelte new file mode 100644 index 0000000..baad132 --- /dev/null +++ b/src/routes/(app)/app/tasks/[task_id]/+page.svelte @@ -0,0 +1,241 @@ + + +
+
+ +
+
+
+ +
+

Task Details

+

View and manage task information

+
+
+ +
+
+ + + {#if task} +
+ +
+
+ + {task.status} + + + {task.priority} + +
+ + Due {formatDate(task.dueDate)} +
+
+ +

{task.subject}

+ + {#if task.description} +

{task.description}

+ {:else} +

No description provided

+ {/if} +
+ + +
+
+ +
+
+ + Task Owner +
+
+ {#if task.owner?.profilePhoto} + {task.owner.name} + {:else} +
+ + {task.owner?.name?.charAt(0) || 'U'} + +
+ {/if} +
+
{task.owner?.name || 'Unassigned'}
+
Owner
+
+
+
+ + +
+
+ + Related Account +
+
+
+ +
+
+
{task.account?.name || 'No account assigned'}
+
Account
+
+
+
+
+
+
+ + +
+
+
+ +

Comments

+ {#if task.comments && task.comments.length > 0} + ({task.comments.length}) + {/if} +
+
+ +
+ {#if form?.message} +
+

{form.message}

+
+ {/if} + + {#if form?.fieldError && Array.isArray(form.fieldError) && form.fieldError.includes('commentBody')} + {@const formData = /** @type {any} */ (form)} + {#if 'commentBody' in formData} + {@const _ = newComment = /** @type {string} */ (formData.commentBody || '')} + {/if} + {/if} + + +
+ {#if task.comments && task.comments.length > 0} + {#each task.comments as c (c.id || c.createdAt)} +
+ {#if c.author.profilePhoto} + {c.author.name} + {:else} +
+ + {c.author?.name?.charAt(0) || 'U'} + +
+ {/if} +
+
+ {c.author.name} + {new Date(c.createdAt).toLocaleString()} +
+
{c.body}
+
+
+ {/each} + {:else} +
+ +

No comments yet

+

Be the first to add a comment

+
+ {/if} +
+ + +
+
+ + +
+
+ +
+
+
+
+ {/if} +
+
\ No newline at end of file diff --git a/src/routes/(app)/app/tasks/[task_id]/edit/+page.server.js b/src/routes/(app)/app/tasks/[task_id]/edit/+page.server.js new file mode 100644 index 0000000..41575f3 --- /dev/null +++ b/src/routes/(app)/app/tasks/[task_id]/edit/+page.server.js @@ -0,0 +1,125 @@ +import prisma from '$lib/prisma'; +import { fail, redirect } from '@sveltejs/kit'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ params, locals }) { + const user = locals.user; + const org = locals.org; + + const task = await prisma.task.findUnique({ + where: { + id: params.task_id, + organizationId: org.id + } + }); + + if (!task) { + throw redirect(303, '/app/tasks'); // Or a 404 page + } + + // Format dueDate for input[type=date] + const formattedTask = { + ...task, + dueDate: task.dueDate ? new Date(task.dueDate).toISOString().split('T')[0] : task.dueDate + }; + + const users = await prisma.user.findMany({ + where: { + organizations: { + some: { + organizationId: org.id + } + } + }, + select: { id: true, name: true } + }); + + const accounts = await prisma.account.findMany({ + where: { organizationId: org.id }, + select: { id: true, name: true } + }); + + return { + task: formattedTask, + users, + accounts + }; +}; + +/** @type {import('./$types').Actions} */ +export const actions = { + update: async ({ request, params, locals }) => { + const formData = await request.formData(); + const org = locals.org; + const user = locals.user; + + const subject = formData.get('subject'); + const description = formData.get('description'); + const status = formData.get('status'); + const priority = formData.get('priority'); + let dueDate = formData.get('dueDate'); + const ownerId = formData.get('ownerId'); + let accountId = formData.get('accountId'); + + if (!subject || typeof subject !== 'string' || subject.trim() === '') { + return fail(400, { fieldError: ['subject', 'Subject is required.'] }); + } + if (!ownerId || typeof ownerId !== 'string') { + return fail(400, { fieldError: ['ownerId', 'Owner is required.'] }); + } + + // check if the task is related to org.id and the user is related to the org + const taskToUpdate = await prisma.task.findUnique({ + where: { + id: params.task_id, + organizationId: org.id + } + }); + + if (!taskToUpdate) { + return fail(404, { message: 'Task not found or you do not have permission to edit it.' }); + } + + const userExistsInOrg = await prisma.userOrganization.findUnique({ + where: { + userId_organizationId: { + userId: user.id, + organizationId: org.id + } + } + }); + if (!userExistsInOrg) { + return fail(400, { fieldError: ['ownerId', 'User is not part of this organization.'] }); + } + + + // Convert empty string or null accountId to null for Prisma + accountId = accountId === '' || accountId === 'null' ? null : accountId; + + // Convert dueDate to ISOString or null if empty + dueDate = dueDate && typeof dueDate === 'string' && dueDate.trim() !== '' ? new Date(dueDate).toISOString() : null; + + try { + await prisma.task.update({ + where: { + id: params.task_id, + organizationId: org.id + }, + data: { + subject: subject.trim(), + description: description ? description.toString().trim() : null, + status: status ? status.toString() : 'Not Started', + priority: priority ? priority.toString() : 'Normal', + dueDate, + ownerId: ownerId.toString(), + accountId: accountId ? accountId.toString() : null, + } + }); + } catch (error) { + console.error('Error updating task:', error); + return fail(500, { message: 'Failed to update task. Please try again.' }); + } + + throw redirect(303, `/app/tasks/${params.task_id}`); + } +}; \ No newline at end of file diff --git a/src/routes/(app)/app/tasks/[task_id]/edit/+page.svelte b/src/routes/(app)/app/tasks/[task_id]/edit/+page.svelte new file mode 100644 index 0000000..ffe52f0 --- /dev/null +++ b/src/routes/(app)/app/tasks/[task_id]/edit/+page.svelte @@ -0,0 +1,241 @@ + + +
+
+ +
+
+
+
+
+ +
+
+

Edit Task

+

Update task details and settings

+
+
+ +
+
+
+ + +
+ + {#if form?.message || form?.fieldError} +
+
+
+ +
+ {#if form?.message} +

{form.message}

+ {/if} + {#if form?.fieldError} +

Error with field '{form.fieldError[0]}': {form.fieldError[1]}

+ {/if} +
+
+
+
+ {/if} + + +
+
+ +
+ + +
+ + +
+ + +
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+
+ + +
+ + +
+
+
+ + +
+
+
+ + +
+
+
+
+
+
\ No newline at end of file diff --git a/src/routes/(app)/app/tasks/calendar/+page.server.js b/src/routes/(app)/app/tasks/calendar/+page.server.js new file mode 100644 index 0000000..c41b8bd --- /dev/null +++ b/src/routes/(app)/app/tasks/calendar/+page.server.js @@ -0,0 +1,28 @@ +import prisma from '$lib/prisma.js'; + +export async function load({ locals }) { + const user = locals.user; + const org = locals.org; + + // Fetch classic CRM tasks + const tasks = await prisma.task.findMany({ + where: { + ownerId: user.id, + organizationId: org.id, + dueDate: { not: null } + }, + select: { + id: true, + subject: true, + description: true, + dueDate: true, + status: true, + priority: true, + createdAt: true, + updatedAt: true + }, + orderBy: { dueDate: 'asc' } + }); + + return { tasks }; +} diff --git a/src/routes/(app)/app/tasks/calendar/+page.svelte b/src/routes/(app)/app/tasks/calendar/+page.svelte new file mode 100644 index 0000000..7702b13 --- /dev/null +++ b/src/routes/(app)/app/tasks/calendar/+page.svelte @@ -0,0 +1,310 @@ + + +
+
+ +
+
+ +

Task Calendar

+
+

Manage and track your tasks with ease

+
+ +
+ +
+
+ +
+
+
+ +

+ {monthNames[month]} {year} +

+ +
+ +
+
+ + +
+ {#each ['Sun', 'Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat'] as day} +
+ {day} +
+ {/each} +
+ + +
+ {#each calendar as date, i} + {#if date} + + {:else} +
+ {/if} + {/each} +
+
+
+ + +
+
+
+

+ Tasks for {new Date(selectedDate + 'T00:00:00').toLocaleDateString('en-US', { + weekday: 'long', + year: 'numeric', + month: 'long', + day: 'numeric' + })} +

+
+ {selectedTasks.length} task{selectedTasks.length !== 1 ? 's' : ''} +
+
+ +
+ {#if selectedTasks.length > 0} +
+ {#each selectedTasks as task} + +
+

{task.title}

+ {#snippet statusIcon(/** @type {string} */ status)} + {@const StatusIcon = getStatusIcon(status)} + + {/snippet} + {@render statusIcon(task.status)} +
+ + {#if task.description} +

{task.description}

+ {/if} + +
+
+ + {task.type} + + + {#snippet priorityIcon(/** @type {string} */ priority)} + {@const PriorityIcon = getPriorityIcon(priority)} + + {/snippet} + {@render priorityIcon(task.priority)} + {task.priority} + +
+ {task.status} +
+ + {/each} +
+ {:else} +
+ +

No tasks scheduled for this date

+

Select a different date to view tasks

+
+ {/if} +
+
+ + +
+

This Month

+
+
+ Total Tasks + + {totalMonthlyTasks} + +
+
+ Days with Tasks + {monthlyTasks.length} +
+
+
+
+
+
+
diff --git a/src/routes/(app)/app/tasks/list/+page.server.js b/src/routes/(app)/app/tasks/list/+page.server.js new file mode 100644 index 0000000..396f9c3 --- /dev/null +++ b/src/routes/(app)/app/tasks/list/+page.server.js @@ -0,0 +1,24 @@ +import prisma from '$lib/prisma.js'; + +export async function load({ locals }) { + const user = locals.user; // Ensure user is used if needed for filtering or logging + const org = locals.org; + + const tasks = await prisma.task.findMany({ + where: { + organizationId: org.id + }, + include: { + owner: { + select: { name: true, id: true } // Select only necessary fields from owner + }, + account: { + select: { name: true, id: true } // Select only necessary fields from account + } + }, + orderBy: { + createdAt: 'desc' // Optional: order tasks, e.g., by creation date + } + }); + return { tasks }; +} \ No newline at end of file diff --git a/src/routes/(app)/app/tasks/list/+page.svelte b/src/routes/(app)/app/tasks/list/+page.svelte new file mode 100644 index 0000000..5887416 --- /dev/null +++ b/src/routes/(app)/app/tasks/list/+page.svelte @@ -0,0 +1,340 @@ + + +
+
+ +
+
+
+

Tasks

+

Manage and track your team's tasks

+
+ + + New Task + +
+
+ + +
+ {#if data.tasks.length === 0} +
+
+ +
+

No tasks yet

+

Get started by creating your first task

+ + + Create Task + +
+ {:else} + + + + +
+ {#each data.tasks as task (task.id)} +
+
+
+ + {task.subject} + + {#if task.description} +

+ {task.description} +

+ {/if} +
+
+ + + + +
+
+ +
+
+ {#snippet statusIconCard(/** @type {string} */ status)} + {@const StatusIcon = getStatusIcon(status)} + + {/snippet} + {@render statusIconCard(task.status)} + + {task.status || 'N/A'} + +
+ +
+ {#snippet priorityIconCard(/** @type {string} */ priority)} + {@const PriorityIcon = getPriorityIcon(priority)} + + {/snippet} + {@render priorityIconCard(task.priority)} + + {task.priority || 'Normal'} + +
+
+ +
+
+ + Due: {formatDate(task.dueDate)} +
+
+ + {task.owner?.name || 'Unassigned'} +
+ {#if task.account?.name} +
+ + {task.account.name} +
+ {/if} +
+
+ {/each} +
+ {/if} +
+
+
+ + \ No newline at end of file diff --git a/src/routes/(app)/app/tasks/new/+page.server.js b/src/routes/(app)/app/tasks/new/+page.server.js new file mode 100644 index 0000000..d618841 --- /dev/null +++ b/src/routes/(app)/app/tasks/new/+page.server.js @@ -0,0 +1,149 @@ +import prisma from '$lib/prisma'; +import { fail, redirect } from '@sveltejs/kit'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ locals, url }) { + const user = locals.user; + const org = locals.org; + + // Get accountId from URL parameters for validation + const urlAccountId = url.searchParams.get('accountId'); + + const users = await prisma.user.findMany({ + where: { + organizations: { + some: { + organizationId: org.id + } + } + } + }); + + const accounts = await prisma.account.findMany({ + where: { + organizationId: org.id + } + }); + + // If accountId is provided in URL, validate it exists + if (urlAccountId) { + const accountExists = accounts.some(account => account.id === urlAccountId); + if (!accountExists) { + throw redirect(303, '/app/tasks/new'); + } + } + + return { users, accounts }; +} + +/** @type {import('./$types').Actions} */ +export const actions = { + default: async ({ request, locals }) => { + const { user, org } = locals; + + const formData = await request.formData(); + + const subject = formData.get('subject')?.toString(); + const status = formData.get('status')?.toString() || 'Not Started'; + const priority = formData.get('priority')?.toString() || 'Normal'; + const dueDateStr = formData.get('dueDate')?.toString(); + const ownerId = formData.get('ownerId')?.toString(); + let accountId = formData.get('accountId')?.toString(); + const description = formData.get('description')?.toString(); + + console.log('Form data received:', { subject, status, priority, dueDateStr, ownerId, accountId, description }); + + if (!subject) { + return fail(400, { + error: 'Subject is required.', + subject, status, priority, dueDate: dueDateStr, ownerId, accountId, description + }); + } + if (!ownerId) { + return fail(400, { + error: 'Owner is required.', + subject, status, priority, dueDate: dueDateStr, ownerId, accountId, description + }); + } + + // Validate ownerId + const taskOwner = await prisma.user.findFirst({ + where: { + id: ownerId, + organizations: { + some: { organizationId: org.id } + } + } + }); + if (!taskOwner) { + return fail(400, { + error: 'Invalid owner selected or owner does not belong to this organization.', + subject, status, priority, dueDate: dueDateStr, ownerId, accountId, description + }); + } + + // Validate accountId if provided + if (accountId && accountId !== "" && accountId !== "null") { + const taskAccount = await prisma.account.findFirst({ + where: { + id: accountId, + organizationId: org.id + } + }); + if (!taskAccount) { + return fail(400, { + error: 'Invalid account selected or account does not belong to this organization.', + subject, status, priority, dueDate: dueDateStr, ownerId, accountId, description + }); + } + } else { + accountId = undefined; + } + + const dueDate = dueDateStr ? new Date(dueDateStr) : null; + + try { + // Prepare task data + const taskData = { + subject, + status, + priority, + dueDate, + description: description || null, + ownerId: ownerId, + createdById: user.id, + organizationId: org.id, + ...(accountId && { accountId }) + }; + + console.log('Creating task with data:', taskData); + + const task = await prisma.task.create({ + data: taskData + }); + + console.log('Task created successfully:', task); + + // Redirect based on where the task was created from + if (accountId) { + // If task was created from an account page, redirect back to that account + throw redirect(303, `/app/accounts/${accountId}`); + } else { + // Otherwise, redirect to the tasks list + throw redirect(303, '/app/tasks/list'); + } + + } catch (e) { + // If it's a redirect, let it pass through + if (e && typeof e === 'object' && 'status' in e && e.status === 303) { + throw e; + } + + console.error('Failed to create task:', e); + return fail(500, { + error: 'Failed to create task. Please try again.', + subject, status, priority, dueDate: dueDateStr, ownerId, accountId, description + }); + } + } +}; \ No newline at end of file diff --git a/src/routes/(app)/app/tasks/new/+page.svelte b/src/routes/(app)/app/tasks/new/+page.svelte new file mode 100644 index 0000000..c59ffcb --- /dev/null +++ b/src/routes/(app)/app/tasks/new/+page.svelte @@ -0,0 +1,344 @@ + + +
+
+ +
+
+
+

Create New Task

+

+ {#if selectedAccount} + Add a new task for {selectedAccount.name} + {:else} + Add a new task to keep track of your work + {/if} +

+
+ +
+
+ + +
+ {#if form?.error} +
+
+
+ + + +
+
+

{form.error}

+
+
+
+ {/if} + +
{ + isSubmitting = true; + return async ({ update }) => { + await update(); + isSubmitting = false; + }; + }} + class="p-6" + > + + {#if urlAccountId} + + {/if} + +
+ +
+

+ + Task Details +

+ +
+ +
+ + +
+ + +
+
+ + +
+ +
+ + +
+ +
+ + +
+
+
+
+ + +
+

+ + Assignment +

+ +
+ +
+ + +
+ + +
+ + {#if urlAccountId} + + +

+ Account pre-selected from URL +

+ {:else} + + + {/if} +
+
+
+ + +
+
+ + +
+
+
+ + +
+ + +
+
+
+
+
+ + diff --git a/src/routes/(app)/app/users/+page.server.js b/src/routes/(app)/app/users/+page.server.js new file mode 100644 index 0000000..707b29c --- /dev/null +++ b/src/routes/(app)/app/users/+page.server.js @@ -0,0 +1,222 @@ +import prisma from '$lib/prisma' +import { fail, redirect } from '@sveltejs/kit'; +import { UserRole } from '@prisma/client'; + +/** @type {import('./$types').PageServerLoad} */ +export async function load({ params, locals }) { + const org_id = locals.org.id; // Changed from params.org_id + const user = locals.user; + + // Check if user is admin of the organization + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: user.id, + organizationId: org_id, + role: 'ADMIN' + } + }); + console.log('User Organization:', userOrg); + if (!userOrg) { + return { + error: { + name: 'You do not have permission to access this organization' + } + }; + } + // Fetch organization details + const organization = await prisma.organization.findUnique({ + where: { + id: org_id // Changed from params.org_id + } + }); + + // fetch all users in the organization + const users = await prisma.userOrganization.findMany({ + where: { + organizationId: org_id + }, + include: { + user: true + } + }); + // Pass logged-in user id to page for UI logic + return { organization, users, user: { id: user.id } }; +}; + +/** @type {import('./$types').Actions} */ +export const actions = { + update: async ({ request, params, locals }) => { + const org_id = locals.org.id; // Changed from params.org_id + const user = locals.user; + + // Only ADMIN can update + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: user.id, + organizationId: org_id, + role: 'ADMIN' + } + }); + if (!userOrg) return fail(403, { error: 'Forbidden' }); + + const formData = await request.formData(); + const name = formData.get('name')?.toString().trim(); + const domain = formData.get('domain')?.toString().trim(); + const description = formData.get('description')?.toString().trim(); + + if (!name) return fail(400, { error: 'Name is required' }); + + try { + await prisma.organization.update({ + where: { id: org_id }, + data: { + name, + domain, + description + } + }); + // Update locals for the current request so layout reloads with new name + if (name) { + if (locals.org) { + locals.org.name = name; + } + locals.org_name = name; + } + return { success: true }; + } catch (err) { + return fail(500, { error: 'Failed to update organization' }); + } + }, + + add_user: async ({ request, params, locals }) => { + const org_id = locals.org.id; // Changed from params.org_id + const user = locals.user; + + // Only ADMIN can add + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: user.id, + organizationId: org_id, + role: 'ADMIN' + } + }); + if (!userOrg) return fail(403, { error: 'Forbidden' }); + + const formData = await request.formData(); + const email = formData.get('email')?.toString().trim().toLowerCase(); + const roleString = formData.get('role')?.toString(); + const role = /** @type {UserRole} */ (roleString); + if (!email || !role) return fail(400, { error: 'Email and role are required' }); + + // Find user by email + const foundUser = await prisma.user.findUnique({ where: { email } }); + if (!foundUser) return fail(404, { error: 'No user found with that email' }); + + // Check if already in org + const already = await prisma.userOrganization.findFirst({ + where: { userId: foundUser.id, organizationId: org_id } + }); + if (already) return fail(400, { error: 'User already in organization' }); + + // Add user to org + await prisma.userOrganization.create({ + data: { + userId: foundUser.id, + organizationId: org_id, + role + } + }); + return { success: true }; + }, + + edit_role: async ({ request, params, locals }) => { + const org_id = locals.org.id; // Changed from params.org_id + const user = locals.user; + + // Only ADMIN can edit + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: user.id, + organizationId: org_id, + role: 'ADMIN' + } + }); + if (!userOrg) return fail(403, { error: 'Forbidden' }); + + const formData = await request.formData(); + const user_id = formData.get('user_id')?.toString(); + const roleString = formData.get('role')?.toString(); + const role = /** @type {UserRole} */ (roleString); + if (!user_id || !role) return fail(400, { error: 'User and role are required' }); + + // Don't allow editing own role (prevent lockout) + if (user_id === user.id) return fail(400, { error: 'You cannot change your own role' }); + + // Don't allow editing role of the only remaining admin + if (role !== 'ADMIN') { + // Count number of admins in org + const adminCount = await prisma.userOrganization.count({ + where: { + organizationId: org_id, + role: 'ADMIN' + } + }); + // If target user is admin and only one admin left, prevent demotion + const target = await prisma.userOrganization.findUnique({ + where: { userId_organizationId: { userId: user_id, organizationId: org_id } } + }); + if (target && target.role === 'ADMIN' && adminCount === 1) { + return fail(400, { error: 'Organization must have at least one admin' }); + } + } + + await prisma.userOrganization.update({ + where: { userId_organizationId: { userId: user_id, organizationId: org_id } }, + data: { role } + }); + return { success: true }; + }, + + remove_user: async ({ request, params, locals }) => { + const org_id = locals.org.id; // Changed from params.org_id + const user = locals.user; + + // Only ADMIN can remove + const userOrg = await prisma.userOrganization.findFirst({ + where: { + userId: user.id, + organizationId: org_id, + role: 'ADMIN' + } + }); + if (!userOrg) return fail(403, { error: 'Forbidden' }); + + const formData = await request.formData(); + const user_id = formData.get('user_id')?.toString(); + if (!user_id) return fail(400, { error: 'User is required' }); + + // Don't allow removing self (prevent lockout) + if (user_id === user.id) return fail(400, { error: 'You cannot remove yourself' }); + + // Don't allow removing the only remaining admin + const target = await prisma.userOrganization.findUnique({ + where: { userId_organizationId: { userId: user_id, organizationId: org_id } } + }); + if (target && target.role === 'ADMIN') { + const adminCount = await prisma.userOrganization.count({ + where: { + organizationId: org_id, + role: 'ADMIN' + } + }); + if (adminCount === 1) { + return fail(400, { error: 'Organization must have at least one admin' }); + } + } + + await prisma.userOrganization.delete({ + where: { userId_organizationId: { userId: user_id, organizationId: org_id } } + }); + return { success: true }; + } +}; diff --git a/src/routes/(app)/app/users/+page.svelte b/src/routes/(app)/app/users/+page.svelte new file mode 100644 index 0000000..a51cda1 --- /dev/null +++ b/src/routes/(app)/app/users/+page.svelte @@ -0,0 +1,398 @@ + + +
+
+ +
+
+

Organization Settings

+

Manage your organization and team members

+
+ + + Logout + +
+ + +
+
+
+
+
+ +
+
+

{org.name}

+
+ {#if org.domain} + + + {org.domain} + + {/if} + + + {users.length} member{users.length !== 1 ? 's' : ''} + +
+
+
+ {#if !editing} + + {/if} +
+ + {#if org.description && !editing} +

{org.description}

+ {/if} + + {#if editing} +
+
+
+ +
+ + +
+
+ +
+ +
+ + +
+
+
+ +
+ + +
+ +
+ + +
+
+ {/if} +
+
+ + +
+
+
+
+
+ +
+

Team Members

+
+
+ + +
+

+ + Add New Member +

+
+
+ + +
+
+ + +
+ +
+
+ + +
+
+ + + + + + + + + + + {#each users as user, i} + + + + + + + {/each} + +
+ Member + + Role + + Joined + + Actions +
+
+ {#if user.avatar} + {user.name} + {:else} +
+ +
+ {/if} +
+
+ {user.name} + {#if user.isSelf} + + You + + {/if} +
+
{user.email}
+
+
+ 		+ {#if user.isSelf} + + {#snippet roleIcon(/** @type {string} */ role)} + {@const RoleIcon = roleIcons[role] || User} + + {/snippet} + {@render roleIcon(user.role)} + {user.role} + + {:else} + {#if user.editingRole} +
+ + + + + +
+ {:else} + + {/if} + {/if} + 		+ {user.joined} + + {#if user.isSelf} + — + {:else} +
{ + if (!confirm('Remove this user from the organization?')) { + e.preventDefault(); + } + }} + > + + +
+ {/if} +
+
+
+
+
+
+
diff --git a/src/routes/(no-layout)/login/+page.server.js b/src/routes/(no-layout)/login/+page.server.js index 36617a3..0c00319 100644 --- a/src/routes/(no-layout)/login/+page.server.js +++ b/src/routes/(no-layout)/login/+page.server.js @@ -3,12 +3,15 @@ import prisma from '$lib/prisma' import { redirect } from '@sveltejs/kit'; import { env } from '$env/dynamic/private'; -import { auth } from '$lib/stores/auth'; // import bcrypt from "bcryptjs"; import { v4 as uuidv4 } from 'uuid'; +/** + * @param {Object} params - OAuth parameters + * @param {string} params.access_token - Access token + */ async function fetchUserData(params) { const url = 'https://www.googleapis.com/oauth2/v1/userinfo' @@ -26,14 +29,13 @@ async function fetchUserData(params) { } /** @type {import('@sveltejs/kit').ServerLoad} */ -export async function load({ params, url, cookies }) { +export async function load({ url, cookies }) { const code = url.searchParams.get('code') const redirect_uri = env.GOOGLE_LOGIN_DOMAIN + '/login' - console.log('code', code) // Check if the user is already authenticated if (code != null) { - params = { + const tokenParams = { grant_type: 'authorization_code', code, redirect_uri, @@ -43,7 +45,7 @@ export async function load({ params, url, cookies }) { let info try { - const response = await axios.post('https://accounts.google.com/o/oauth2/token', params) + const response = await axios.post('https://accounts.google.com/o/oauth2/token', tokenParams) info = response.data } catch (error) { console.error('Error:', error) @@ -53,8 +55,7 @@ export async function load({ params, url, cookies }) { const session_id = uuidv4() - console.log('user_info', user_info) - const user = await prisma.user.upsert({ + await prisma.user.upsert({ where: { email: user_info.email }, update: { session_id: session_id, diff --git a/src/routes/(no-layout)/login/+page.svelte b/src/routes/(no-layout)/login/+page.svelte index 6c51733..dedb030 100644 --- a/src/routes/(no-layout)/login/+page.svelte +++ b/src/routes/(no-layout)/login/+page.svelte @@ -1,25 +1,274 @@ -
-
+ $effect(() => { + mounted = true; + }); + + function handleGoogleLogin() { + isLoading = true; + // The actual navigation will happen via the href + setTimeout(() => { + isLoading = false; + }, 3000); + } + + + + Login | BottleCRM - Free Open-Source CRM for Startups + + + + +
+ +
+
+ + +
+
- Product Logo +
+
+
+ + + + {/if} +
+ + +
+ {#if mounted} +
+ +
+ + +
+ + +
+ +
+
+ BottleCRM Logo +
+ +
+

Welcome Back

+

+ Sign in to your free BottleCRM account and start managing your customer relationships more effectively. +

+
+
+ + +
+
+
+ + Free CRM Features +
+
    +
  • + + Unlimited contacts & users +
    • +
  • + + Self-hosted solution +
    • +
  • + + No subscription fees +
    • +
+
+
+ + + + + +
+
+ + Your data is secure and private +
+ + +
+ + + Open Source + + • + + Features + + • + + Support + +
+
+
+
+ + +
+

+ New to BottleCRM? + + Learn more about our free CRM + +

+
+
+ {/if} +
+
+
+
- \ No newline at end of file + + diff --git a/src/routes/(no-layout)/logout/+page.server.js b/src/routes/(no-layout)/logout/+page.server.js index 2fb3ac7..d0272ef 100644 --- a/src/routes/(no-layout)/logout/+page.server.js +++ b/src/routes/(no-layout)/logout/+page.server.js @@ -10,7 +10,8 @@ export async function load({ locals, cookies }) { delete locals.user await cookies.delete('session', { path: '/' }); + await cookies.delete('org', { path: '/' }); } - throw redirect(303, '/bounce'); + throw redirect(303, '/login'); } diff --git a/src/routes/(no-layout)/org/+page.server.js b/src/routes/(no-layout)/org/+page.server.js index 43ddc3c..c23817c 100644 --- a/src/routes/(no-layout)/org/+page.server.js +++ b/src/routes/(no-layout)/org/+page.server.js @@ -23,8 +23,7 @@ export async function load({ cookies, locals }) { id: userOrg.organization.id, name: userOrg.organization.name, logo: userOrg.organization.logo, - role: userOrg.role, - isPrimary: userOrg.isPrimary + role: userOrg.role })); return { orgs }; diff --git a/src/routes/(no-layout)/org/+page.svelte b/src/routes/(no-layout)/org/+page.svelte index db83a6d..b7ff6c8 100644 --- a/src/routes/(no-layout)/org/+page.svelte +++ b/src/routes/(no-layout)/org/+page.svelte @@ -1,18 +1,24 @@ -
-

Select an Organization

- -
- {#each orgs as org} - selectOrg(org)}> -
-
- -
-
-
{org.name}
-
-
- - - {/each} -
- - {#if orgs.length === 0} -
-

No organizations found. Create a new one!

+
+
+ +
+
+

Select Organization

+

Choose an organization to continue

+
+ + + +
- {/if} -
- - - \ No newline at end of file + + {#if orgs.length > 0} +
+ {#each orgs as org} + + {/each} +
+ {:else} +
+
+ +
+

No organizations found

+

Create your first organization to get started

+ + + Create Organization + +
+ {/if} + + + {#if orgs.length > 0} + + + + {/if} +
+
\ No newline at end of file diff --git a/src/routes/(no-layout)/org/new/+page.server.js b/src/routes/(no-layout)/org/new/+page.server.js index f996776..7598b2a 100644 --- a/src/routes/(no-layout)/org/new/+page.server.js +++ b/src/routes/(no-layout)/org/new/+page.server.js @@ -23,7 +23,15 @@ export const actions = { // Get the submitted form data const formData = await request.formData(); - const orgName = formData.get('org_name'); + const orgName = formData.get('org_name')?.toString(); + + if (!orgName) { + return { + error: { + name: 'Organization name is required' + } + }; + } try { // Check if organization with the same name already exists @@ -55,8 +63,7 @@ export const actions = { data: { userId: user.id, organizationId: newOrg.id, - role: 'ADMIN', - isPrimary: true + role: 'ADMIN' } }); diff --git a/src/routes/(no-layout)/org/new/+page.svelte b/src/routes/(no-layout)/org/new/+page.svelte index fb9f59e..137ce2f 100644 --- a/src/routes/(no-layout)/org/new/+page.svelte +++ b/src/routes/(no-layout)/org/new/+page.svelte @@ -1,44 +1,88 @@ - -
-
-
- - +
+
+ +
+
+
+

Create Organization

+

Set up your new organization to get started

+
+ + +
+ + +
+ + +
+ + + {#if form?.error} +
+ + {form.error.name} +
+ {/if} + + + {#if form?.data} +
+ + + Organization "{form.data.name}" created successfully! + +
+ {/if} + + + + + +
+ + + Back to Organizations + +
+
- - {#if form?.error} -
{form.error.name}
- {/if} - - {#if form?.data} -
Organization "{form.data.name}" created successfully!
- {/if} - - - Back to Organizations - - - +
+
diff --git a/src/routes/(site)/+layout.svelte b/src/routes/(site)/+layout.svelte index f091e3a..ad0dd7b 100644 --- a/src/routes/(site)/+layout.svelte +++ b/src/routes/(site)/+layout.svelte @@ -1,182 +1,402 @@ -
- -