feat: implement Project Management with Gantt Chart, Milestones, and CRM enhancements

apps/web/payload-types.ts

@@ -75,13 +75,28 @@ export interface Config {
     "context-files": ContextFile;
     "crm-accounts": CrmAccount;
     "crm-contacts": CrmContact;
+    "crm-topics": CrmTopic;
     "crm-interactions": CrmInteraction;
+    projects: Project;
     "payload-kv": PayloadKv;
     "payload-locked-documents": PayloadLockedDocument;
     "payload-preferences": PayloadPreference;
     "payload-migrations": PayloadMigration;
   };
-  collectionsJoins: {};
+  collectionsJoins: {
+    "crm-accounts": {
+      topics: "crm-topics";
+      contacts: "crm-contacts";
+      interactions: "crm-interactions";
+      projects: "projects";
+    };
+    "crm-contacts": {
+      interactions: "crm-interactions";
+    };
+    "crm-topics": {
+      interactions: "crm-interactions";
+    };
+  };
   collectionsSelect: {
     users: UsersSelect<false> | UsersSelect<true>;
     media: MediaSelect<false> | MediaSelect<true>;
@@ -91,9 +106,11 @@ export interface Config {
     "context-files": ContextFilesSelect<false> | ContextFilesSelect<true>;
     "crm-accounts": CrmAccountsSelect<false> | CrmAccountsSelect<true>;
     "crm-contacts": CrmContactsSelect<false> | CrmContactsSelect<true>;
+    "crm-topics": CrmTopicsSelect<false> | CrmTopicsSelect<true>;
     "crm-interactions":
       | CrmInteractionsSelect<false>
       | CrmInteractionsSelect<true>;
+    projects: ProjectsSelect<false> | ProjectsSelect<true>;
     "payload-kv": PayloadKvSelect<false> | PayloadKvSelect<true>;
     "payload-locked-documents":
       | PayloadLockedDocumentsSelect<false>
@@ -262,6 +279,10 @@ export interface Post {
  */
 export interface Inquiry {
   id: number;
+  /**
+   * Has this inquiry been converted into a CRM Lead?
+   */
+  processed?: boolean | null;
   name: string;
   email: string;
   companyName?: string | null;
@@ -318,57 +339,138 @@ export interface ContextFile {
   createdAt: string;
 }
 /**
+ * Accounts represent companies or organizations. They are the central hub linking Contacts and Interactions together. Use this to track the overall relationship status.
+ *
  * This interface was referenced by `Config`'s JSON-Schema
  * via the `definition` "crm-accounts".
  */
 export interface CrmAccount {
   id: number;
+  /**
+   * Enter the official name of the business or the research project name.
+   */
   name: string;
   /**
-   * The website of the account, useful for AI analysis.
+   * The main website of the account. Required for triggering the AI Website Analysis.
    */
   website?: string | null;
   /**
-   * Change from Lead to Client upon conversion.
+   * Current lifecycle stage of this business relation.
+   */
+  status?: ("lead" | "client" | "partner" | "lost") | null;
+  /**
+   * Indicates how likely this lead is to convert soon.
    */
-  status?: ("lead" | "client" | "lost") | null;
   leadTemperature?: ("cold" | "warm" | "hot") | null;
+  /**
+   * The internal team member responsible for this account.
+   */
   assignedTo?: (number | null) | User;
   /**
-   * PDFs and strategy documents generated by AI or attached manually.
+   * All generated PDF estimates and strategy documents appear here.
    */
   reports?: (number | Media)[] | null;
+  /**
+   * Projects, deals, or specific topics active for this client.
+   */
+  topics?: {
+    docs?: (number | CrmTopic)[];
+    hasNextPage?: boolean;
+    totalDocs?: number;
+  };
+  /**
+   * All contacts associated with this account.
+   */
+  contacts?: {
+    docs?: (number | CrmContact)[];
+    hasNextPage?: boolean;
+    totalDocs?: number;
+  };
+  /**
+   * Timeline of all communication logged against this account.
+   */
+  interactions?: {
+    docs?: (number | CrmInteraction)[];
+    hasNextPage?: boolean;
+    totalDocs?: number;
+  };
+  /**
+   * All high-level projects associated with this account.
+   */
+  projects?: {
+    docs?: (number | Project)[];
+    hasNextPage?: boolean;
+    totalDocs?: number;
+  };
   updatedAt: string;
   createdAt: string;
 }
 /**
+ * Group your interactions (emails, calls, notes) into Topics. This helps you keep track of specific projects with a client.
+ *
  * This interface was referenced by `Config`'s JSON-Schema
- * via the `definition` "crm-contacts".
+ * via the `definition` "crm-topics".
  */
-export interface CrmContact {
+export interface CrmTopic {
   id: number;
-  firstName: string;
-  lastName: string;
-  email: string;
-  phone?: string | null;
-  linkedIn?: string | null;
-  role?: string | null;
-  account?: (number | null) | CrmAccount;
+  title: string;
+  /**
+   * Which account does this topic belong to?
+   */
+  account: number | CrmAccount;
+  status: "active" | "paused" | "won" | "lost";
+  /**
+   * Optional: What stage is this deal/project currently in?
+   */
+  stage?: ("discovery" | "proposal" | "negotiation" | "implementation") | null;
+  /**
+   * Timeline of all emails and notes specifically related to this topic.
+   */
+  interactions?: {
+    docs?: (number | CrmInteraction)[];
+    hasNextPage?: boolean;
+    totalDocs?: number;
+  };
   updatedAt: string;
   createdAt: string;
 }
 /**
+ * Your CRM journal. Log what happened, when, on which channel, and attach any relevant files. This is for summaries and facts — not for sending messages.
+ *
  * This interface was referenced by `Config`'s JSON-Schema
  * via the `definition` "crm-interactions".
  */
 export interface CrmInteraction {
   id: number;
-  type: "email" | "call" | "meeting" | "note";
+  /**
+   * Where did this communication take place?
+   */
+  type:
+    | "email"
+    | "call"
+    | "meeting"
+    | "whatsapp"
+    | "social"
+    | "document"
+    | "note";
   direction?: ("inbound" | "outbound") | null;
+  /**
+   * When did this happen?
+   */
   date: string;
+  subject: string;
+  /**
+   * Who was involved?
+   */
   contact?: (number | null) | CrmContact;
   account?: (number | null) | CrmAccount;
-  subject: string;
+  /**
+   * Optional: Group this entry under a specific project or topic.
+   */
+  topic?: (number | null) | CrmTopic;
+  /**
+   * Summarize what happened, what was decided, or what the next steps are.
+   */
   content?: {
     root: {
       type: string;
@@ -384,6 +486,110 @@ export interface CrmInteraction {
     };
     [k: string]: unknown;
   } | null;
+  /**
+   * Attach received documents, screenshots, contracts, or any relevant files.
+   */
+  attachments?: (number | Media)[] | null;
+  updatedAt: string;
+  createdAt: string;
+}
+/**
+ * Contacts are the individual people linked to an Account. A person should only be created once and can be assigned to a company here.
+ *
+ * This interface was referenced by `Config`'s JSON-Schema
+ * via the `definition` "crm-contacts".
+ */
+export interface CrmContact {
+  id: number;
+  fullName?: string | null;
+  firstName: string;
+  lastName: string;
+  /**
+   * Primary email address for communication tracking.
+   */
+  email: string;
+  phone?: string | null;
+  linkedIn?: string | null;
+  /**
+   * e.g. CEO, Marketing Manager, Technical Lead
+   */
+  role?: string | null;
+  /**
+   * Link this person to an organization from the Accounts collection.
+   */
+  account?: (number | null) | CrmAccount;
+  /**
+   * Timeline of all communication logged directly with this person.
+   */
+  interactions?: {
+    docs?: (number | CrmInteraction)[];
+    hasNextPage?: boolean;
+    totalDocs?: number;
+  };
+  updatedAt: string;
+  createdAt: string;
+}
+/**
+ * Manage high-level projects for your clients.
+ *
+ * This interface was referenced by `Config`'s JSON-Schema
+ * via the `definition` "projects".
+ */
+export interface Project {
+  id: number;
+  title: string;
+  /**
+   * Which account is this project for?
+   */
+  account: number | CrmAccount;
+  /**
+   * Key contacts from the client side involved in this project.
+   */
+  contact?: (number | CrmContact)[] | null;
+  status: "draft" | "in_progress" | "review" | "completed";
+  startDate?: string | null;
+  targetDate?: string | null;
+  valueMin?: number | null;
+  valueMax?: number | null;
+  /**
+   * Project briefing, requirements, or notes.
+   */
+  briefing?: {
+    root: {
+      type: string;
+      children: {
+        type: any;
+        version: number;
+        [k: string]: unknown;
+      }[];
+      direction: ("ltr" | "rtl") | null;
+      format: "left" | "start" | "center" | "right" | "end" | "justify" | "";
+      indent: number;
+      version: number;
+    };
+    [k: string]: unknown;
+  } | null;
+  /**
+   * Upload files, documents, or assets related to this project.
+   */
+  attachments?: (number | Media)[] | null;
+  /**
+   * Granular deliverables or milestones within this project.
+   */
+  milestones?:
+    | {
+        name: string;
+        status: "todo" | "in_progress" | "done";
+        priority?: ("low" | "medium" | "high") | null;
+        startDate?: string | null;
+        targetDate?: string | null;
+        /**
+         * Internal team member responsible for this milestone.
+         */
+        assignee?: (number | null) | User;
+        id?: string | null;
+      }[]
+    | null;
   updatedAt: string;
   createdAt: string;
 }
@@ -443,9 +649,17 @@ export interface PayloadLockedDocument {
         relationTo: "crm-contacts";
         value: number | CrmContact;
       } | null)
+    | ({
+        relationTo: "crm-topics";
+        value: number | CrmTopic;
+      } | null)
     | ({
         relationTo: "crm-interactions";
         value: number | CrmInteraction;
+      } | null)
+    | ({
+        relationTo: "projects";
+        value: number | Project;
       } | null);
   globalSlug?: string | null;
   user: {
@@ -590,6 +804,7 @@ export interface PostsSelect<T extends boolean = true> {
  * via the `definition` "inquiries_select".
  */
 export interface InquiriesSelect<T extends boolean = true> {
+  processed?: T;
   name?: T;
   email?: T;
   companyName?: T;
@@ -631,6 +846,10 @@ export interface CrmAccountsSelect<T extends boolean = true> {
   leadTemperature?: T;
   assignedTo?: T;
   reports?: T;
+  topics?: T;
+  contacts?: T;
+  interactions?: T;
+  projects?: T;
   updatedAt?: T;
   createdAt?: T;
 }
@@ -639,6 +858,7 @@ export interface CrmAccountsSelect<T extends boolean = true> {
  * via the `definition` "crm-contacts_select".
  */
 export interface CrmContactsSelect<T extends boolean = true> {
+  fullName?: T;
   firstName?: T;
   lastName?: T;
   email?: T;
@@ -646,6 +866,20 @@ export interface CrmContactsSelect<T extends boolean = true> {
   linkedIn?: T;
   role?: T;
   account?: T;
+  interactions?: T;
+  updatedAt?: T;
+  createdAt?: T;
+}
+/**
+ * This interface was referenced by `Config`'s JSON-Schema
+ * via the `definition` "crm-topics_select".
+ */
+export interface CrmTopicsSelect<T extends boolean = true> {
+  title?: T;
+  account?: T;
+  status?: T;
+  stage?: T;
+  interactions?: T;
   updatedAt?: T;
   createdAt?: T;
 }
@@ -657,10 +891,41 @@ export interface CrmInteractionsSelect<T extends boolean = true> {
   type?: T;
   direction?: T;
   date?: T;
+  subject?: T;
   contact?: T;
   account?: T;
-  subject?: T;
+  topic?: T;
   content?: T;
+  attachments?: T;
+  updatedAt?: T;
+  createdAt?: T;
+}
+/**
+ * This interface was referenced by `Config`'s JSON-Schema
+ * via the `definition` "projects_select".
+ */
+export interface ProjectsSelect<T extends boolean = true> {
+  title?: T;
+  account?: T;
+  contact?: T;
+  status?: T;
+  startDate?: T;
+  targetDate?: T;
+  valueMin?: T;
+  valueMax?: T;
+  briefing?: T;
+  attachments?: T;
+  milestones?:
+    | T
+    | {
+        name?: T;
+        status?: T;
+        priority?: T;
+        startDate?: T;
+        targetDate?: T;
+        assignee?: T;
+        id?: T;
+      };
   updatedAt?: T;
   createdAt?: T;
 }