chore: clean up test scripts and sync payload CRM collections

apps/web/src/payload/collections/CrmAccounts.ts

@@ -0,0 +1,96 @@
+import type { CollectionConfig } from "payload";
+
+export const CrmAccounts: CollectionConfig = {
+  slug: "crm-accounts",
+  labels: {
+    singular: "Account",
+    plural: "Accounts",
+  },
+  admin: {
+    useAsTitle: "name",
+    defaultColumns: ["name", "status", "leadTemperature", "updatedAt"],
+    group: "CRM",
+  },
+  access: {
+    read: ({ req: { user } }) => Boolean(user), // Admin only
+    create: ({ req: { user } }) => Boolean(user),
+    update: ({ req: { user } }) => Boolean(user),
+    delete: ({ req: { user } }) => Boolean(user),
+  },
+  fields: [
+    {
+      name: "analyzeButton",
+      type: "ui",
+      admin: {
+        components: {
+          Field: "/src/payload/components/AiAnalyzeButton#AiAnalyzeButton",
+        },
+      },
+    },
+    {
+      name: "name",
+      type: "text",
+      required: true,
+      label: "Company / Account Name",
+    },
+    {
+      name: "website",
+      type: "text",
+      label: "Website URL",
+      admin: {
+        description: "The website of the account, useful for AI analysis.",
+      },
+    },
+    {
+      type: "row",
+      fields: [
+        {
+          name: "status",
+          type: "select",
+          options: [
+            { label: "Lead", value: "lead" },
+            { label: "Client", value: "client" },
+            { label: "Lost", value: "lost" },
+          ],
+          defaultValue: "lead",
+          admin: {
+            width: "50%",
+            description: "Change from Lead to Client upon conversion.",
+          },
+        },
+        {
+          name: "leadTemperature",
+          type: "select",
+          options: [
+            { label: "Cold", value: "cold" },
+            { label: "Warm", value: "warm" },
+            { label: "Hot", value: "hot" },
+          ],
+          admin: {
+            condition: (data) => {
+              return data?.status === "lead";
+            },
+            width: "50%",
+          },
+        },
+      ],
+    },
+    {
+      name: "assignedTo",
+      type: "relationship",
+      relationTo: "users",
+      label: "Assigned To (User)",
+    },
+    {
+      name: "reports",
+      type: "relationship",
+      relationTo: "media",
+      hasMany: true,
+      label: "AI Reports & Documents",
+      admin: {
+        description:
+          "PDFs and strategy documents generated by AI or attached manually.",
+      },
+    },
+  ],
+};

apps/web/src/payload/collections/CrmContacts.ts

@@ -0,0 +1,79 @@
+import type { CollectionConfig } from "payload";
+
+export const CrmContacts: CollectionConfig = {
+  slug: "crm-contacts",
+  labels: {
+    singular: "Contact",
+    plural: "Contacts",
+  },
+  admin: {
+    useAsTitle: "email", // Fallback, will define an afterRead hook or virtual field for a better title
+    defaultColumns: ["firstName", "lastName", "email", "account"],
+    group: "CRM",
+  },
+  access: {
+    read: ({ req: { user } }) => Boolean(user),
+    create: ({ req: { user } }) => Boolean(user),
+    update: ({ req: { user } }) => Boolean(user),
+    delete: ({ req: { user } }) => Boolean(user),
+  },
+  fields: [
+    {
+      type: "row",
+      fields: [
+        {
+          name: "firstName",
+          type: "text",
+          required: true,
+          admin: {
+            width: "50%",
+          },
+        },
+        {
+          name: "lastName",
+          type: "text",
+          required: true,
+          admin: {
+            width: "50%",
+          },
+        },
+      ],
+    },
+    {
+      name: "email",
+      type: "email",
+      required: true,
+      unique: true,
+    },
+    {
+      type: "row",
+      fields: [
+        {
+          name: "phone",
+          type: "text",
+          admin: {
+            width: "50%",
+          },
+        },
+        {
+          name: "linkedIn",
+          type: "text",
+          admin: {
+            width: "50%",
+          },
+        },
+      ],
+    },
+    {
+      name: "role",
+      type: "text",
+      label: "Job Title / Role",
+    },
+    {
+      name: "account",
+      type: "relationship",
+      relationTo: "crm-accounts",
+      label: "Company / Account",
+    },
+  ],
+};

apps/web/src/payload/collections/CrmInteractions.ts

@@ -0,0 +1,90 @@
+import type { CollectionConfig } from "payload";
+import { sendEmailOnOutboundInteraction } from "../hooks/sendEmailOnOutboundInteraction";
+
+export const CrmInteractions: CollectionConfig = {
+  slug: "crm-interactions",
+  labels: {
+    singular: "Interaction",
+    plural: "Interactions",
+  },
+  admin: {
+    useAsTitle: "subject",
+    defaultColumns: ["type", "direction", "subject", "date", "contact"],
+    group: "CRM",
+  },
+  access: {
+    read: ({ req: { user } }) => Boolean(user),
+    create: ({ req: { user } }) => Boolean(user),
+    update: ({ req: { user } }) => Boolean(user),
+    delete: ({ req: { user } }) => Boolean(user),
+  },
+  hooks: {
+    afterChange: [sendEmailOnOutboundInteraction],
+  },
+  fields: [
+    {
+      type: "row",
+      fields: [
+        {
+          name: "type",
+          type: "select",
+          options: [
+            { label: "Email", value: "email" },
+            { label: "Call", value: "call" },
+            { label: "Meeting", value: "meeting" },
+            { label: "Note", value: "note" },
+          ],
+          required: true,
+          defaultValue: "email",
+          admin: {
+            width: "50%",
+          },
+        },
+        {
+          name: "direction",
+          type: "select",
+          options: [
+            { label: "Inbound", value: "inbound" },
+            { label: "Outbound", value: "outbound" },
+          ],
+          admin: {
+            width: "50%",
+          },
+        },
+      ],
+    },
+    {
+      name: "date",
+      type: "date",
+      required: true,
+      defaultValue: () => new Date().toISOString(),
+      admin: {
+        date: {
+          pickerAppearance: "dayAndTime",
+        },
+      },
+    },
+    {
+      name: "contact",
+      type: "relationship",
+      relationTo: "crm-contacts",
+      label: "Contact Person",
+    },
+    {
+      name: "account",
+      type: "relationship",
+      relationTo: "crm-accounts",
+      label: "Account / Company",
+    },
+    {
+      name: "subject",
+      type: "text",
+      required: true,
+    },
+    {
+      name: "content",
+      type: "richText",
+      label: "Content / Notes / Email Body",
+    },
+  ],
+};