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Merge pull request #59 from epilot-dev/link-to-schemas
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Add links to entity schemas
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blomqma authored Nov 12, 2024
2 parents 7ed636f + c1d2596 commit c904701
Showing 1 changed file with 190 additions and 22 deletions.
212 changes: 190 additions & 22 deletions docs/entities/schemas-list.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -9,102 +9,270 @@ import Icon from '@site/src/components/Icon';

## Customer Relations

<h3 id="contact"><Icon name="contact" size={28} style={{ position: 'relative', top: '4px' }} /> Contact</h3>
<h3 id="contact">
<a href="/api/customer#tag/contact_schema">
<Icon
name="contact"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Contact
</a>
</h3>

Contacts store details about customers or individuals managed by the epilot organization.

<h3 id="account"><Icon name="account" size={28} style={{ position: 'relative', top: '4px' }} /> Account</h3>
<h3 id="account">
<a href="/api/customer#tag/account_schema">
<Icon
name="account"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Account
</a>
</h3>

Accounts store details about companies. Contacts can be linked to an account to represent a business customer.

<h3 id="partner"><Icon name="partner" size={28} style={{ position: 'relative', top: '4px' }} /> Partner</h3>
<h3 id="partner">
<a href="/api/partner#tag/partner_schema">
<Icon
name="partner"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Partner
</a>
</h3>

Partners store details about collaborating third parties, such as installation partners, OEMs and other business partners.

<h3 id="request"><Icon name="request" size={28} style={{ position: 'relative', top: '4px' }} /> Request</h3>
<h3 id="request">
<Icon name="request" size={28} style={{ position: 'relative', top: '4px' }} />{' '}
Request
</h3>

Requests store customer-initiated service requests or inquiries, usually submitted through contact forms or support channels.

## Sales

<h3 id="opportunity"><Icon name="opportunity" size={28} style={{ position: 'relative', top: '4px' }} /> Opportunity</h3>
<h3 id="opportunity">
<a href="/api/opportunity#tag/opportunity_schema">
<Icon
name="opportunity"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Opportunity
</a>
</h3>

Opportunities store details about sales leads or product inquiries usually made through journeys.

<h3 id="order"><Icon name="order" size={28} style={{ position: 'relative', top: '4px' }} /> Order</h3>
<h3 id="order">
<a href="/api/order#tag/order_schema">
<Icon name="order" size={28} style={{ position: 'relative', top: '4px' }} />{' '}
Order
</a>
</h3>

Orders store details about requested products, pricing and past orders placed by customers.

## Product Hub

<h3 id="product"><Icon name="product" size={28} style={{ position: 'relative', top: '4px' }} /> Product</h3>
<h3 id="product">
<a href="/api/product#tag/product_schema">
<Icon
name="product"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Product
</a>
</h3>

Products represent services or products sold by the epilot organization.

<h3 id="price"><Icon name="price" size={28} style={{ position: 'relative', top: '4px' }} /> Price</h3>
<h3 id="price">
<a href="/api/product#tag/price_schema">
<Icon name="price" size={28} style={{ position: 'relative', top: '4px' }} />{' '}
Price
</a>
</h3>

Prices configure the pricing models for products.

<h3 id="tax"><Icon name="tax" size={28} style={{ position: 'relative', top: '4px' }} /> Tax</h3>
<h3 id="tax">
<a href="/api/product#tag/tax_schema">
<Icon name="tax" size={28} style={{ position: 'relative', top: '4px' }} />{' '}
Tax
</a>
</h3>

Taxes represent the tax rates applied to prices.

<h3 id="coupon"><Icon name="calculator" size={28} style={{ position: 'relative', top: '4px' }} /> Coupon</h3>
<h3 id="coupon">
<a href="/api/pricing#tag/coupon_schema">
<Icon
name="calculator"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Coupon
</a>
</h3>

Coupons represent discounts or promotions that can be applied to products.

## Contracts

<h3 id="contract"><Icon name="contract" size={28} style={{ position: 'relative', top: '4px' }} /> Contract</h3>
<h3 id="contract">
<a href="/api/billing#tag/contract_schema">
<Icon
name="contract"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Contract
</a>
</h3>

Contracts store details about service agreements, tariffs and other agreements between customers and the epilot organization.

<h3 id="billing_event"><Icon name="entity" size={28} style={{ position: 'relative', top: '4px' }} /> Billing Event</h3>
<h3 id="billing_event">
<a href="/api/billing#tag/billing_event_schema">
<Icon
name="entity"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Billing Event
</a>
</h3>

Billing events store records of financial transactions, including payments, invoices, and credit notes.

<h3 id="meter"><Icon name="meter" size={28} style={{ position: 'relative', top: '4px' }} /> Meter</h3>
<h3 id="meter">
<a href="/api/metering#tag/meter_schema">
<Icon name="meter" size={28} style={{ position: 'relative', top: '4px' }} />{' '}
Meter
</a>
</h3>

Meters store details about power, gas or water or other devices used to meter consumption.

<h3 id="meter_counter"><Icon name="meter" size={28} style={{ position: 'relative', top: '4px' }} /> Meter Counter</h3>
<h3 id="meter_counter">
<a href="/api/metering#tag/meter_counter_schema">
<Icon name="meter" size={28} style={{ position: 'relative', top: '4px' }} />{' '}
Meter Counter
</a>
</h3>

Meter counters represent the counters used in meter devices, allowing separate tracking for different consumption types or purposes, such as peak and off-peak energy usage.

## Journeys

<h3 id="journey"><Icon name="journey" size={28} style={{ position: 'relative', top: '4px' }} /> Journey</h3>
<h3 id="journey">
<a href="/api/journey#tag/journey_schema">
<Icon
name="journey"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Journey
</a>
</h3>

Journeys contain the configuration of a customer journey, which is used to collect data from customers.

<h3 id="submission"><Icon name="submission" size={28} style={{ position: 'relative', top: '4px' }} /> Submission</h3>
<h3 id="submission">
<a href="/api/submission#tag/submission_schema">
<Icon
name="submission"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Submission
</a>
</h3>

Submissions store raw data collected from Journeys or other outside data sources into epilot.

## Messaging

<h3 id="message"><Icon name="message" size={28} style={{ position: 'relative', top: '4px' }} /> Message</h3>
<h3 id="message">
<a href="/api/message#tag/message_schema">
<Icon
name="message"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Message
</a>
</h3>

Messages are email communications sent and received through the epilot platform.

<h3 id="thread"><Icon name="entity" size={28} style={{ position: 'relative', top: '4px' }} /> Thread</h3>
<h3 id="thread">
<a href="/api/message#tag/thread_schema">
<Icon
name="entity"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Thread
</a>
</h3>

Threads represent a conversation that groups multiple email messages together.

<h3 id="email_template"><Icon name="entity" size={28} style={{ position: 'relative', top: '4px' }} /> Email Template</h3>
<h3 id="email_template">
<a href="/api/email-template#tag/email_template_schema">
<Icon
name="entity"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Email Template
</a>
</h3>

Email templates are used as templates containing variables for emails sent from epilot.

## System

<h3 id="file"><Icon name="file" size={28} style={{ position: 'relative', top: '4px' }} /> File</h3>
<h3 id="file">
<a href="/api/file#tag/file_schema">
<Icon name="file" size={28} style={{ position: 'relative', top: '4px' }} />{' '}
File
</a>
</h3>

Files store details about documents, images, templates and other files uploaded to the epilot platform.

<h3 id="comment"><Icon name="comment" size={28} style={{ position: 'relative', top: '4px' }} /> Comment</h3>
<h3 id="comment">
<a href="/api/discussion#tag/comment_schema">
<Icon
name="comment"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Comment
</a>
</h3>

Comments allow users to add notes and have discussions across the platform.

<h3 id="portal_user"><Icon name="portal" size={28} style={{ position: 'relative', top: '4px' }} /> Portal User</h3>
<h3 id="portal_user">
<a href="/api/customer-portal#tag/portal_user_schema">
<Icon
name="portal"
size={28}
style={{ position: 'relative', top: '4px' }}
/>{' '}
Portal User
</a>
</h3>

Portal users are users registered to use end customer portals or installer portals.

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