chore: clean up test scripts and sync payload CRM collections
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This commit is contained in:
2026-02-27 18:41:48 +01:00
parent 8907963d57
commit 4b5609a75e
15 changed files with 4301 additions and 106 deletions

View File

@@ -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.",
},
},
],
};