Merge pull request #41 from objectstack-ai/copilot/update-examples-to-compliance

Author: huangyiirene

examples/crm/objectstack.config.ts

@@ -16,6 +16,7 @@ export default App.create({
   label: 'CRM App',
   description: 'Comprehensive CRM example demonstrating all ObjectStack Protocol features',
   version: '2.0.0',
+  icon: 'briefcase',
 
   // All objects in the app
   objects: [
@@ -85,17 +86,10 @@ export default App.create({
   // Reports
   reports: Object.values(CrmReports),
 
-  // App-level settings
-  settings: {
-    theme: {
-      primaryColor: '#4169E1',
-      logo: '/assets/crm-logo.png',
-    },
-    features: {
-      enableGlobalSearch: true,
-      enableNotifications: true,
-      enableMobileApp: true,
-      enableOfflineMode: true,
-    }
+  // App-level branding
+  branding: {
+    primaryColor: '#4169E1',
+    logo: '/assets/crm-logo.png',
+    favicon: '/assets/crm-favicon.ico',
   }
 });

examples/crm/src/domains/crm/account.object.ts

@@ -6,6 +6,7 @@ export const Account = ObjectSchema.create({
   pluralLabel: 'Accounts',
   icon: 'building',
   description: 'Companies and organizations doing business with us',
+  nameField: 'name',
 
   fields: {
     // AutoNumber field - Unique account identifier
@@ -23,19 +24,17 @@ export const Account = ObjectSchema.create({
     }),
 
     // Select fields with custom options
-    type: {
-      type: 'select',
+    type: Field.select({
       label: 'Account Type',
       options: [
         { label: 'Prospect', value: 'prospect', color: '#FFA500', default: true },
         { label: 'Customer', value: 'customer', color: '#00AA00' },
         { label: 'Partner', value: 'partner', color: '#0000FF' },
         { label: 'Former Customer', value: 'former', color: '#999999' },
       ]
-    },
+    }),
 
-    industry: {
-      type: 'select',
+    industry: Field.select({
       label: 'Industry',
       options: [
         { label: 'Technology', value: 'technology' },
@@ -45,7 +44,7 @@ export const Account = ObjectSchema.create({
         { label: 'Manufacturing', value: 'manufacturing' },
         { label: 'Education', value: 'education' },
       ]
-    },
+    }),
 
     // Number fields
     annual_revenue: Field.currency({ 
@@ -69,12 +68,18 @@ export const Account = ObjectSchema.create({
       label: 'Website',
     }),
 
-    // Address fields
-    billing_street: Field.textarea({ label: 'Billing Street' }),
-    billing_city: Field.text({ label: 'Billing City' }),
-    billing_state: Field.text({ label: 'Billing State/Province' }),
-    billing_postal_code: Field.text({ label: 'Billing Postal Code' }),
-    billing_country: Field.text({ label: 'Billing Country' }),
+    // Structured Address field (new field type)
+    billing_address: Field.address({
+      label: 'Billing Address',
+      addressFormat: 'international',
+    }),
+    
+    // Office Location (new field type)
+    office_location: Field.location({
+      label: 'Office Location',
+      displayMap: true,
+      allowGeocoding: true,
+    }),
 
     // Relationship fields
     owner: Field.lookup('user', {
@@ -104,18 +109,27 @@ export const Account = ObjectSchema.create({
       readonly: true,
     }),
 
-    // Formula field - combines first and last name
-    full_address: Field.formula({
-      label: 'Full Billing Address',
-      expression: 'CONCAT(billing_street, ", ", billing_city, ", ", billing_state, " ", billing_postal_code, ", ", billing_country)',
+    // Brand color (new field type)
+    brand_color: Field.color({
+      label: 'Brand Color',
+      colorFormat: 'hex',
+      presetColors: ['#FF0000', '#00FF00', '#0000FF', '#FFFF00', '#FF00FF', '#00FFFF'],
     }),
   },
 
+  // Database indexes for performance
+  indexes: [
+    { fields: ['name'], unique: false },
+    { fields: ['owner'], unique: false },
+    { fields: ['type', 'is_active'], unique: false },
+  ],
+  
   // Enable advanced features
   enable: {
     trackHistory: true,     // Track field changes
     searchable: true,       // Include in global search
     apiEnabled: true,       // Expose via REST/GraphQL
+    apiMethods: ['get', 'list', 'create', 'update', 'delete', 'search', 'export'], // Whitelist allowed API operations
     files: true,            // Allow file attachments
     feedEnabled: true,      // Enable activity feed/chatter
     trash: true,            // Recycle bin support
@@ -176,12 +190,12 @@ export const Account = ObjectSchema.create({
         {
           label: 'Contact Details',
           columns: 2,
-          fields: ['phone', 'website']
+          fields: ['phone', 'website', 'brand_color']
         },
         {
-          label: 'Billing Address',
+          label: 'Location & Address',
           columns: 2,
-          fields: ['billing_street', 'billing_city', 'billing_state', 'billing_postal_code', 'billing_country', 'full_address']
+          fields: ['billing_address', 'office_location']
         },
         {
           label: 'Additional Information',

examples/crm/src/domains/crm/case.object.ts

@@ -38,8 +38,7 @@ export const Case = ObjectSchema.create({
     }),
 
     // Case Management
-    status: {
-      type: 'select',
+    status: Field.select({
       label: 'Status',
       required: true,
       options: [
@@ -51,10 +50,9 @@ export const Case = ObjectSchema.create({
         { label: 'Resolved', value: 'resolved', color: '#00AA00' },
         { label: 'Closed', value: 'closed', color: '#006400' },
       ]
-    },
+    }),
 
-    priority: {
-      type: 'select',
+    priority: Field.select({
       label: 'Priority',
       required: true,
       options: [
@@ -63,7 +61,7 @@ export const Case = ObjectSchema.create({
         { label: 'High', value: 'high', color: '#FF4500' },
         { label: 'Critical', value: 'critical', color: '#FF0000' },
       ]
-    },
+    }),
 
     type: Field.select(['Question', 'Problem', 'Feature Request', 'Bug'], {
       label: 'Case Type',
@@ -133,14 +131,21 @@ export const Case = ObjectSchema.create({
     }),
 
     // Customer satisfaction
-    customer_rating: Field.select(['⭐ Very Dissatisfied', '⭐⭐ Dissatisfied', '⭐⭐⭐ Neutral', '⭐⭐⭐⭐ Satisfied', '⭐⭐⭐⭐⭐ Very Satisfied'], {
-      label: 'Customer Rating',
+    customer_rating: Field.rating(5, {
+      label: 'Customer Satisfaction',
+      description: 'Customer satisfaction rating (1-5 stars)',
     }),
 
     customer_feedback: Field.textarea({
       label: 'Customer Feedback',
     }),
 
+    // Customer signature (for case resolution acknowledgment)
+    customer_signature: Field.signature({
+      label: 'Customer Signature',
+      description: 'Digital signature acknowledging case resolution',
+    }),
+    
     // Internal notes
     internal_notes: Field.markdown({
       label: 'Internal Notes',
@@ -155,6 +160,15 @@ export const Case = ObjectSchema.create({
     }),
   },
 
+  // Database indexes for performance
+  indexes: [
+    { fields: ['case_number'], unique: true },
+    { fields: ['account'], unique: false },
+    { fields: ['owner'], unique: false },
+    { fields: ['status'], unique: false },
+    { fields: ['priority'], unique: false },
+  ],
+  
   enable: {
     trackHistory: true,
     searchable: true,
@@ -245,7 +259,7 @@ export const Case = ObjectSchema.create({
         {
           label: 'Resolution',
           columns: 1,
-          fields: ['resolution', 'customer_rating', 'customer_feedback'],
+          fields: ['resolution', 'customer_rating', 'customer_feedback', 'customer_signature'],
         },
         {
           label: 'SLA & Metrics',

examples/crm/src/domains/crm/lead.object.ts

@@ -67,8 +67,7 @@ export const Lead = ObjectSchema.create({
     }),
 
     // Lead Qualification
-    status: {
-      type: 'select',
+    status: Field.select({
       label: 'Lead Status',
       required: true,
       options: [
@@ -78,17 +77,13 @@ export const Lead = ObjectSchema.create({
         { label: 'Unqualified', value: 'unqualified', color: '#FF0000' },
         { label: 'Converted', value: 'converted', color: '#00AA00' },
       ]
-    },
+    }),
 
-    rating: {
-      type: 'select',
-      label: 'Rating',
-      options: [
-        { label: 'Hot', value: 'hot', color: '#FF0000' },
-        { label: 'Warm', value: 'warm', color: '#FFA500' },
-        { label: 'Cold', value: 'cold', color: '#4169E1' },
-      ]
-    },
+    rating: Field.rating(5, {
+      label: 'Lead Score',
+      description: 'Lead quality score (1-5 stars)',
+      allowHalf: true,
+    }),
 
     lead_source: Field.select(['Web', 'Referral', 'Event', 'Partner', 'Advertisement', 'Cold Call'], {
       label: 'Lead Source',
@@ -127,12 +122,11 @@ export const Lead = ObjectSchema.create({
       readonly: true,
     }),
 
-    // Address
-    street: Field.textarea({ label: 'Street' }),
-    city: Field.text({ label: 'City' }),
-    state: Field.text({ label: 'State/Province' }),
-    postal_code: Field.text({ label: 'Postal Code' }),
-    country: Field.text({ label: 'Country' }),
+    // Address (using new address field type)
+    address: Field.address({
+      label: 'Address',
+      addressFormat: 'international',
+    }),
 
     // Additional Info
     annual_revenue: Field.currency({
@@ -148,6 +142,12 @@ export const Lead = ObjectSchema.create({
       label: 'Description',
     }),
 
+    // Custom notes with rich text formatting
+    notes: Field.richtext({
+      label: 'Notes',
+      description: 'Rich text notes with formatting',
+    }),
+    
     // Flags
     do_not_call: Field.boolean({
       label: 'Do Not Call',
@@ -160,6 +160,14 @@ export const Lead = ObjectSchema.create({
     }),
   },
 
+  // Database indexes for performance
+  indexes: [
+    { fields: ['email'], unique: true },
+    { fields: ['owner'], unique: false },
+    { fields: ['status'], unique: false },
+    { fields: ['company'], unique: false },
+  ],
+  
   enable: {
     trackHistory: true,
     searchable: true,
@@ -193,11 +201,11 @@ export const Lead = ObjectSchema.create({
       sort: [{ field: 'created_date', order: 'desc' }],
     },
     hot_leads: {
-      label: 'Hot Leads',
+      label: 'High Score Leads',
       type: 'grid',
-      columns: ['full_name', 'company', 'email', 'phone', 'status', 'owner'],
+      columns: ['full_name', 'company', 'email', 'phone', 'status', 'rating', 'owner'],
       filter: [
-        ['rating', '=', 'hot'],
+        ['rating', '>=', 4],
         ['is_converted', '=', false],
       ],
     },
@@ -235,13 +243,13 @@ export const Lead = ObjectSchema.create({
         {
           label: 'Address',
           columns: 2,
-          fields: ['street', 'city', 'state', 'postal_code', 'country'],
+          fields: ['address'],
         },
         {
           label: 'Additional Information',
           columns: 2,
           collapsible: true,
-          fields: ['do_not_call', 'email_opt_out', 'description'],
+          fields: ['do_not_call', 'email_opt_out', 'description', 'notes'],
         },
         {
           label: 'Conversion Information',
@@ -273,10 +281,10 @@ export const Lead = ObjectSchema.create({
 
   workflows: [
     {
-      name: 'auto_qualify_hot_leads',
+      name: 'auto_qualify_high_score_leads',
       objectName: 'lead',
       triggerType: 'on_create_or_update',
-      criteria: 'rating = "hot" AND status = "new"',
+      criteria: 'rating >= 4 AND status = "new"',
       active: true,
       actions: [
         {
@@ -288,16 +296,16 @@ export const Lead = ObjectSchema.create({
       ],
     },
     {
-      name: 'notify_owner_on_hot_lead',
+      name: 'notify_owner_on_high_score_lead',
       objectName: 'lead',
       triggerType: 'on_create_or_update',
-      criteria: 'ISCHANGED(rating) AND rating = "hot"',
+      criteria: 'ISCHANGED(rating) AND rating >= 4.5',
       active: true,
       actions: [
         {
           name: 'email_owner',
           type: 'email_alert',
-          template: 'hot_lead_notification',
+          template: 'high_score_lead_notification',
           recipients: ['{owner.email}'],
         }
       ],