Enhance CRM app with new objects, fields, views, and formula patterns

Author: hotlong

examples/app-crm/src/actions/case.actions.ts

@@ -1,6 +1,7 @@
 // Copyright (c) 2025 ObjectStack. Licensed under the Apache-2.0 license.
 
 import type { Action } from '@objectstack/spec/ui';
+import { P } from '@objectstack/spec';
 
 /**
  * Escalate Case.
@@ -35,7 +36,7 @@ export const EscalateCaseAction: Action = {
     timeoutMs: 5000,
   },
   locations: ['record_header', 'list_item'],
-  visible: 'is_escalated == false && is_closed == false',
+  visible: P`record.is_escalated == false && record.is_closed == false`,
   params: [
     {
       name: 'reason',
@@ -81,7 +82,7 @@ export const CloseCaseAction: Action = {
     timeoutMs: 5000,
   },
   locations: ['record_header'],
-  visible: 'is_closed == false',
+  visible: P`record.is_closed == false`,
   params: [
     {
       name: 'resolution',

examples/app-crm/src/actions/contact.actions.ts

@@ -1,6 +1,7 @@
 // Copyright (c) 2025 ObjectStack. Licensed under the Apache-2.0 license.
 
 import type { Action } from '@objectstack/spec/ui';
+import { P } from '@objectstack/spec';
 
 /**
  * Mark Contact as Primary.
@@ -28,7 +29,7 @@ export const MarkPrimaryContactAction: Action = {
     timeoutMs: 2000,
   },
   locations: ['record_header', 'list_item'],
-  visible: 'is_primary == false',
+  visible: P`record.is_primary == false`,
   confirmText: 'Mark this contact as the primary contact for the account?',
   successMessage: 'Contact marked as primary!',
   refreshAfter: true,
@@ -69,7 +70,7 @@ export const SendEmailAction: Action = {
     timeoutMs: 5000,
   },
   locations: ['record_header', 'list_item'],
-  visible: 'email_opt_out == false',
+  visible: P`record.email_opt_out == false`,
   params: [
     { name: 'subject', label: 'Subject', type: 'text', required: true },
     { name: 'body', label: 'Body', type: 'textarea', required: true },

examples/app-crm/src/actions/lead.actions.ts

@@ -1,6 +1,7 @@
 // Copyright (c) 2025 ObjectStack. Licensed under the Apache-2.0 license.
 
 import type { Action } from '@objectstack/spec/ui';
+import { P } from '@objectstack/spec';
 
 /**
  * Convert Lead to Account, Contact, and Opportunity.
@@ -17,7 +18,7 @@ export const ConvertLeadAction: Action = {
   type: 'flow',
   target: 'lead_conversion',
   locations: ['record_header', 'list_item'],
-  visible: 'status == "qualified" && is_converted == false',
+  visible: P`record.status == "qualified" && record.is_converted == false`,
   confirmText: 'Are you sure you want to convert this lead?',
   successMessage: 'Lead converted successfully!',
   refreshAfter: true,

examples/app-crm/src/apps/crm.app.ts

@@ -9,7 +9,6 @@ export const CrmApp = App.create({
   defaultAgent: 'sales_copilot',
   branding: {
     primaryColor: '#4169E1',
-    secondaryColor: '#00AA00',
     logo: '/assets/crm-logo.png',
     favicon: '/assets/crm-favicon.ico',
   },

examples/app-crm/src/dashboards/sales.dashboard.ts

@@ -265,6 +265,8 @@ export const SalesDashboard: Dashboard = {
       filter: { stage: { $nin: ['closed_won', 'closed_lost'] } },
       colorVariant: 'default',
       layout: { x: 0, y: 14, w: 12, h: 4 },
+      valueField: 'amount',
+      aggregate: 'sum',
       options: {
         rowField: 'stage',
         columnField: 'lead_source',

examples/app-crm/src/data/index.ts

@@ -84,7 +84,7 @@ const contacts = defineDataset(Contact, {
       email: 'john.smith@acme.example.com',
       phone: '+1-415-555-0101',
       title: 'VP of Engineering',
-      department: 'Engineering',
+      department: 'engineering',
       account: 'Acme Corporation',
     },
     {
@@ -94,7 +94,7 @@ const contacts = defineDataset(Contact, {
       email: 'sarah.j@globex.example.com',
       phone: '+1-312-555-0201',
       title: 'Chief Procurement Officer',
-      department: 'Executive',
+      department: 'executive',
       account: 'Globex Industries',
     },
     {
@@ -104,7 +104,7 @@ const contacts = defineDataset(Contact, {
       email: 'mchen@initech.example.com',
       phone: '+1-212-555-0301',
       title: 'Director of Operations',
-      department: 'Operations',
+      department: 'operations',
       account: 'Initech Solutions',
     },
     {
@@ -114,7 +114,7 @@ const contacts = defineDataset(Contact, {
       email: 'emily.d@starkmed.example.com',
       phone: '+1-617-555-0401',
       title: 'Head of Partnerships',
-      department: 'Sales',
+      department: 'sales',
       account: 'Stark Medical',
     },
     {
@@ -124,7 +124,7 @@ const contacts = defineDataset(Contact, {
       email: 'rwilson@wayne.example.com',
       phone: '+1-650-555-0501',
       title: 'CTO',
-      department: 'Engineering',
+      department: 'engineering',
       account: 'Wayne Enterprises',
     },
   ]
@@ -180,7 +180,7 @@ const opportunities = defineDataset(Opportunity, {
       stage: 'proposal',
       probability: 60,
       close_date: cel`daysFromNow(30)`,
-      type: 'existing_business',
+      type: 'existing_upgrade',
       forecast_category: 'pipeline',
       lead_source: 'web',
     },
@@ -213,7 +213,7 @@ const opportunities = defineDataset(Opportunity, {
       stage: 'needs_analysis',
       probability: 25,
       close_date: cel`daysFromNow(45)`,
-      type: 'existing_business',
+      type: 'existing_upgrade',
       forecast_category: 'best_case',
       lead_source: 'event',
     },

examples/app-crm/src/flows/case-escalation.flow.ts

@@ -27,7 +27,7 @@ export const CaseEscalationFlow: Flow = {
       id: 'assign_senior_agent', type: 'update_record', label: 'Assign to Senior Agent',
       config: {
         objectName: 'case', filter: { id: '{caseId}' },
-        fields: { owner: '{caseRecord.owner.manager}', is_escalated: true, escalated_date: '{NOW()}' },
+        fields: { owner: '{caseRecord.owner.manager}', is_escalated: true, escalated_date: '{NOW()}', status: 'escalated' },
       },
     },
     {
@@ -36,7 +36,9 @@ export const CaseEscalationFlow: Flow = {
         objectName: 'task',
         fields: {
           subject: 'Follow up on escalated case: {caseRecord.case_number}',
-          related_to: '{caseId}', owner: '{caseRecord.owner}',
+          related_to_type: 'case',
+          related_to_case: '{caseId}',
+          owner: '{caseRecord.owner}',
           priority: 'high', status: 'not_started', due_date: '{TODAY() + 1}',
         },
       },

examples/app-crm/src/objects/account.object.ts

@@ -27,7 +27,7 @@ export const Account = ObjectSchema.create({
     // AutoNumber field - Unique account identifier
     account_number: Field.autonumber({
       label: 'Account Number',
-      format: 'ACC-{0000}',
+      format: 'ACC-{000000}',
       group: 'basic',
     }),
 
@@ -144,6 +144,51 @@ export const Account = ObjectSchema.create({
       readonly: true,
       group: 'system',
     }),
+
+    // ─── Customer Success / Account Health ────────────────────────────
+    tier: Field.select({
+      label: 'Customer Tier',
+      group: 'ownership',
+      options: [
+        { label: 'Strategic',  value: 'strategic',  color: '#7C3AED' },
+        { label: 'Enterprise', value: 'enterprise', color: '#4169E1' },
+        { label: 'Mid-Market', value: 'mid_market', color: '#00AA00' },
+        { label: 'SMB',        value: 'smb',        color: '#FFA500', default: true },
+      ],
+    }),
+
+    segment: Field.select({
+      label: 'Segment',
+      group: 'ownership',
+      options: [
+        { label: 'Net New',    value: 'net_new' },
+        { label: 'Growth',     value: 'growth' },
+        { label: 'At Risk',    value: 'at_risk' },
+        { label: 'Stable',     value: 'stable' },
+      ],
+    }),
+
+    health_score: Field.select({
+      label: 'Health Score',
+      group: 'ownership',
+      description: 'CSM-maintained health indicator',
+      options: [
+        { label: 'Healthy',    value: 'healthy',    color: '#00AA00' },
+        { label: 'Watching',   value: 'watching',   color: '#FFA500' },
+        { label: 'At Risk',    value: 'at_risk',    color: '#FF4500' },
+        { label: 'Churning',   value: 'churning',   color: '#FF0000' },
+      ],
+    }),
+
+    renewal_owner: Field.lookup('user', {
+      label: 'Renewal Owner (CSM)',
+      group: 'ownership',
+    }),
+
+    next_renewal_date: Field.date({
+      label: 'Next Renewal Date',
+      group: 'ownership',
+    }),
   },
 
   // Database indexes for performance

examples/app-crm/src/objects/campaign.object.ts

@@ -232,7 +232,8 @@ export const Campaign = ObjectSchema.create({
     {
       name: 'campaign_completion_check',
       objectName: 'campaign',
-      triggerType: 'on_read',
+      triggerType: 'scheduled',
+      schedule: '0 2 * * *',
       criteria: P`record.end_date < today() && record.status == "in_progress"`,
       actions: [
         {

examples/app-crm/src/objects/campaign_member.object.ts

@@ -0,0 +1,100 @@
+// Copyright (c) 2025 ObjectStack. Licensed under the Apache-2.0 license.
+
+import { ObjectSchema, Field } from '@objectstack/spec/data';
+
+/**
+ * Campaign Member Object
+ *
+ * Links a Lead OR Contact to a Campaign and tracks the response
+ * lifecycle (Sent → Opened → Clicked → Responded → Converted).
+ * Used by the campaign-enrollment flow and by ROI dashboards.
+ */
+export const CampaignMember = ObjectSchema.create({
+  name: 'campaign_member',
+  label: 'Campaign Member',
+  pluralLabel: 'Campaign Members',
+  icon: 'user-plus',
+  description: 'Membership and response tracking for marketing campaigns',
+
+  trackHistory: true,
+  shareModel: 'controlled-by-parent',
+
+  compactLayout: ['campaign', 'lead', 'contact', 'status', 'response_date'],
+
+  fieldGroups: [
+    { key: 'basic',    label: 'Basic Information', icon: 'info' },
+    { key: 'response', label: 'Response Tracking', icon: 'activity' },
+  ],
+
+  fields: {
+    campaign: Field.lookup('campaign', {
+      label: 'Campaign',
+      required: true,
+      group: 'basic',
+    }),
+
+    lead: Field.lookup('lead', {
+      label: 'Lead',
+      group: 'basic',
+      description: 'Set when the member was a Lead at enrollment time',
+    }),
+
+    contact: Field.lookup('contact', {
+      label: 'Contact',
+      group: 'basic',
+      description: 'Set when the member is an existing Contact',
+    }),
+
+    status: Field.select({
+      label: 'Status',
+      required: true,
+      group: 'response',
+      options: [
+        { label: 'Sent',      value: 'sent',      default: true, color: '#A0A0A0' },
+        { label: 'Opened',    value: 'opened',    color: '#4169E1' },
+        { label: 'Clicked',   value: 'clicked',   color: '#00AA00' },
+        { label: 'Responded', value: 'responded', color: '#00AA00' },
+        { label: 'Converted', value: 'converted', color: '#7C3AED' },
+        { label: 'Bounced',   value: 'bounced',   color: '#FF4500' },
+        { label: 'Unsubscribed', value: 'unsubscribed', color: '#FF0000' },
+      ],
+    }),
+
+    added_date: Field.datetime({
+      label: 'Added Date',
+      readonly: true,
+      group: 'response',
+    }),
+
+    first_opened_date: Field.datetime({
+      label: 'First Opened',
+      group: 'response',
+    }),
+
+    first_clicked_date: Field.datetime({
+      label: 'First Clicked',
+      group: 'response',
+    }),
+
+    response_date: Field.datetime({
+      label: 'Response Date',
+      group: 'response',
+    }),
+
+    has_responded: Field.boolean({
+      label: 'Has Responded',
+      defaultValue: false,
+      group: 'response',
+    }),
+  },
+
+  validations: [
+    {
+      name: 'lead_or_contact_required',
+      type: 'script',
+      severity: 'error',
+      message: 'A campaign member must reference either a Lead or a Contact',
+      condition: { dialect: 'cel', source: 'isBlank(record.lead) && isBlank(record.contact)' },
+    },
+  ],
+});