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zeekay
1683110b1c
D12: a person's own views are CRM views rows with visibility private, which only their maker lists, reads, changes or deletes, an org admin included; an org view (visibility org, or empty for rows made before) is every member's to read and its maker's or an org admin's to change. IAM preferences keep only which view a person opens first. A Base that installed the CRM earlier holds the old rules, and grow never touched a rule. A grow document may now name the rules its own replace (`replaces`): a collection still holding one of those exactly takes the new rule, and a rule an org wrote is kept, so the next install tightens the views of every Base that has them. tests.Router compiles an app's routes for a test that asks several requests of one app; the graph tests use it.
52 lines
1.9 KiB
Go
52 lines
1.9 KiB
Go
// Package crm is the CRM as a Base module: the collections an org's sales,
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// hiring and outreach run on, installed into the org's own Base.
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//
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// companies, people, opportunities the pipeline
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// candidates, applications hiring and programme intake
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// lists, list_members hand-picked sets of people
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// segments saved filters, read whenever they are used
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// activities the timeline: one row per event, once per source id
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// notes, tasks, attachments what is kept on a record
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// views saved views of a collection, the org's and a person's own
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//
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// A view is the org's (visibility org, or empty) or its maker's (private): a
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// private view is read, changed and deleted by the person who made it and by
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// nobody else, an org admin included. Which view a person opens first is their
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// IAM preference, and the only part of a view kept there.
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//
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// Every collection records who created and last updated a row, and the
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// pipeline, hiring, notes and tasks keep their history. Members of the org read
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// and write; a list, a segment or an org view is deleted by whoever made it or by
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// an org admin, and an activity only by an org admin.
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//
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// Blank-import the package to offer the module; install it with
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// POST /v1/modules/crm.
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package crm
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import (
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_ "embed"
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"encoding/json"
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"github.com/hanzoai/base/modules"
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)
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// Name is the module's name.
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const Name = "crm"
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//go:embed crm.json
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var document []byte
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func init() {
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var collections []map[string]any
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if err := json.Unmarshal(document, &collections); err != nil {
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panic("crm: crm.json does not decode: " + err.Error())
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}
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modules.Register(modules.Module{
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Name: Name,
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Title: "CRM",
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Description: "People, companies, opportunities, candidates and applications, with lists, segments, the activity timeline, notes, tasks, attachments and saved views.",
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Collections: collections,
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})
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}
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