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

2026-03-01 00:26:59 +01:00
parent 4b5609a75e
commit 6444cf1e81
47 changed files with 15312 additions and 7373 deletions
--- a/apps/web/src/payload/collections/CrmAccounts.ts
+++ b/apps/web/src/payload/collections/CrmAccounts.ts
@@ -1,4 +1,5 @@
 import type { CollectionConfig } from "payload";
+import { aiEndpointHandler } from "../endpoints/aiEndpoint";

 export const CrmAccounts: CollectionConfig = {
  slug: "crm-accounts",
@@ -10,7 +11,16 @@ export const CrmAccounts: CollectionConfig = {
    useAsTitle: "name",
    defaultColumns: ["name", "status", "leadTemperature", "updatedAt"],
    group: "CRM",
+    description:
+      "Accounts represent companies or organizations. They are the central hub linking Contacts and Interactions together. Use this to track the overall relationship status.",
  },
+  endpoints: [
+    {
+      path: "/:id/analyze",
+      method: "post",
+      handler: aiEndpointHandler,
+    },
+  ],
  access: {
    read: ({ req: { user } }) => Boolean(user), // Admin only
    create: ({ req: { user } }) => Boolean(user),
@@ -23,7 +33,7 @@ export const CrmAccounts: CollectionConfig = {
      type: "ui",
      admin: {
        components: {
-          Field: "/src/payload/components/AiAnalyzeButton#AiAnalyzeButton",
+          Field: "@/src/payload/components/AiAnalyzeButton#AiAnalyzeButton",
        },
      },
    },
@@ -31,14 +41,20 @@ export const CrmAccounts: CollectionConfig = {
      name: "name",
      type: "text",
      required: true,
-      label: "Company / Account Name",
+      label: "Company / Project Name",
+      admin: {
+        description:
+          "Enter the official name of the business or the research project name.",
+      },
    },
    {
      name: "website",
      type: "text",
      label: "Website URL",
      admin: {
-        description: "The website of the account, useful for AI analysis.",
+        description:
+          "The main website of the account. Required for triggering the AI Website Analysis.",
+        placeholder: "https://example.com",
      },
    },
    {
@@ -48,29 +64,31 @@ export const CrmAccounts: CollectionConfig = {
          name: "status",
          type: "select",
          options: [
-            { label: "Lead", value: "lead" },
-            { label: "Client", value: "client" },
-            { label: "Lost", value: "lost" },
+            { label: "Lead (Prospect)", value: "lead" },
+            { label: "Active Client", value: "client" },
+            { label: "Business Partner", value: "partner" },
+            { label: "Lost / Archive", value: "lost" },
          ],
          defaultValue: "lead",
          admin: {
            width: "50%",
-            description: "Change from Lead to Client upon conversion.",
+            description: "Current lifecycle stage of this business relation.",
          },
        },
        {
          name: "leadTemperature",
          type: "select",
          options: [
-            { label: "Cold", value: "cold" },
-            { label: "Warm", value: "warm" },
-            { label: "Hot", value: "hot" },
+            { label: "❄️ Cold (New Research)", value: "cold" },
+            { label: "🔥 Warm (In Contact)", value: "warm" },
+            { label: "⚡ Hot (Negotiation / Quote)", value: "hot" },
          ],
          admin: {
            condition: (data) => {
              return data?.status === "lead";
            },
            width: "50%",
+            description: "Indicates how likely this lead is to convert soon.",
          },
        },
      ],
@@ -79,7 +97,10 @@ export const CrmAccounts: CollectionConfig = {
      name: "assignedTo",
      type: "relationship",
      relationTo: "users",
-      label: "Assigned To (User)",
+      label: "Account Manager (User)",
+      admin: {
+        description: "The internal team member responsible for this account.",
+      },
    },
    {
      name: "reports",
@@ -89,7 +110,45 @@ export const CrmAccounts: CollectionConfig = {
      label: "AI Reports & Documents",
      admin: {
        description:
-          "PDFs and strategy documents generated by AI or attached manually.",
+          "All generated PDF estimates and strategy documents appear here.",
+      },
+    },
+    {
+      name: "topics",
+      type: "join",
+      collection: "crm-topics",
+      on: "account",
+      admin: {
+        description:
+          "Projects, deals, or specific topics active for this client.",
+      },
+    },
+    {
+      name: "contacts",
+      type: "join",
+      collection: "crm-contacts",
+      on: "account",
+      admin: {
+        description: "All contacts associated with this account.",
+      },
+    },
+    {
+      name: "interactions",
+      type: "join",
+      collection: "crm-interactions",
+      on: "account",
+      admin: {
+        description:
+          "Timeline of all communication logged against this account.",
+      },
+    },
+    {
+      name: "projects",
+      type: "join",
+      collection: "projects",
+      on: "account",
+      admin: {
+        description: "All high-level projects associated with this account.",
      },
    },
  ],
--- a/apps/web/src/payload/collections/CrmContacts.ts
+++ b/apps/web/src/payload/collections/CrmContacts.ts
@@ -7,9 +7,11 @@ export const CrmContacts: CollectionConfig = {
    plural: "Contacts",
  },
  admin: {
-    useAsTitle: "email", // Fallback, will define an afterRead hook or virtual field for a better title
-    defaultColumns: ["firstName", "lastName", "email", "account"],
+    useAsTitle: "fullName",
+    defaultColumns: ["fullName", "email", "account"],
    group: "CRM",
+    description:
+      "Contacts are the individual people linked to an Account. A person should only be created once and can be assigned to a company here.",
  },
  access: {
    read: ({ req: { user } }) => Boolean(user),
@@ -17,7 +19,36 @@ export const CrmContacts: CollectionConfig = {
    update: ({ req: { user } }) => Boolean(user),
    delete: ({ req: { user } }) => Boolean(user),
  },
+  hooks: {
+    beforeChange: [
+      ({ data }) => {
+        if (data?.firstName || data?.lastName) {
+          data.fullName =
+            `${data.firstName || ""} ${data.lastName || ""}`.trim();
+        }
+        return data;
+      },
+    ],
+    afterRead: [
+      ({ doc }) => {
+        if (!doc.fullName && (doc.firstName || doc.lastName)) {
+          return {
+            ...doc,
+            fullName: `${doc.firstName || ""} ${doc.lastName || ""}`.trim(),
+          };
+        }
+        return doc;
+      },
+    ],
+  },
  fields: [
+    {
+      name: "fullName",
+      type: "text",
+      admin: {
+        hidden: true,
+      },
+    },
    {
      type: "row",
      fields: [
@@ -44,6 +75,9 @@ export const CrmContacts: CollectionConfig = {
      type: "email",
      required: true,
      unique: true,
+      admin: {
+        description: "Primary email address for communication tracking.",
+      },
    },
    {
      type: "row",
@@ -60,6 +94,7 @@ export const CrmContacts: CollectionConfig = {
          type: "text",
          admin: {
            width: "50%",
+            placeholder: "https://linkedin.com/in/...",
          },
        },
      ],
@@ -68,12 +103,29 @@ export const CrmContacts: CollectionConfig = {
      name: "role",
      type: "text",
      label: "Job Title / Role",
+      admin: {
+        description: "e.g. CEO, Marketing Manager, Technical Lead",
+      },
    },
    {
      name: "account",
      type: "relationship",
      relationTo: "crm-accounts",
      label: "Company / Account",
+      admin: {
+        description:
+          "Link this person to an organization from the Accounts collection.",
+      },
+    },
+    {
+      name: "interactions",
+      type: "join",
+      collection: "crm-interactions",
+      on: "contact",
+      admin: {
+        description:
+          "Timeline of all communication logged directly with this person.",
+      },
    },
  ],
 };
--- a/apps/web/src/payload/collections/CrmInteractions.ts
+++ b/apps/web/src/payload/collections/CrmInteractions.ts
@@ -1,16 +1,18 @@
 import type { CollectionConfig } from "payload";
-import { sendEmailOnOutboundInteraction } from "../hooks/sendEmailOnOutboundInteraction";
+import { lexicalEditor } from "@payloadcms/richtext-lexical";

 export const CrmInteractions: CollectionConfig = {
  slug: "crm-interactions",
  labels: {
-    singular: "Interaction",
-    plural: "Interactions",
+    singular: "Journal Entry",
+    plural: "Journal",
  },
  admin: {
    useAsTitle: "subject",
-    defaultColumns: ["type", "direction", "subject", "date", "contact"],
+    defaultColumns: ["type", "subject", "date", "contact", "account"],
    group: "CRM",
+    description:
+      "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.",
  },
  access: {
    read: ({ req: { user } }) => Boolean(user),
@@ -18,9 +20,6 @@ export const CrmInteractions: CollectionConfig = {
    update: ({ req: { user } }) => Boolean(user),
    delete: ({ req: { user } }) => Boolean(user),
  },
-  hooks: {
-    afterChange: [sendEmailOnOutboundInteraction],
-  },
  fields: [
    {
      type: "row",
@@ -28,25 +27,76 @@ export const CrmInteractions: CollectionConfig = {
        {
          name: "type",
          type: "select",
+          label: "Channel",
          options: [
-            { label: "Email", value: "email" },
-            { label: "Call", value: "call" },
-            { label: "Meeting", value: "meeting" },
-            { label: "Note", value: "note" },
+            { label: "📧 Email", value: "email" },
+            { label: "📞 Phone Call", value: "call" },
+            { label: "🤝 Meeting", value: "meeting" },
+            { label: "📱 WhatsApp", value: "whatsapp" },
+            { label: "🌐 Social Media", value: "social" },
+            { label: "📄 Document / File", value: "document" },
+            { label: "📝 Internal Note", value: "note" },
          ],
          required: true,
-          defaultValue: "email",
+          defaultValue: "note",
          admin: {
            width: "50%",
+            description: "Where did this communication take place?",
          },
        },
        {
          name: "direction",
          type: "select",
          options: [
-            { label: "Inbound", value: "inbound" },
-            { label: "Outbound", value: "outbound" },
+            { label: "📥 Incoming (from Client)", value: "inbound" },
+            { label: "📤 Outgoing (to Client)", value: "outbound" },
          ],
+          admin: {
+            hidden: true, // Hide from UI to prevent usage, but keep in DB schema to avoid Drizzle prompts
+          },
+        },
+        {
+          name: "date",
+          type: "date",
+          required: true,
+          defaultValue: () => new Date().toISOString(),
+          admin: {
+            width: "50%",
+            date: {
+              pickerAppearance: "dayAndTime",
+            },
+            description: "When did this happen?",
+          },
+        },
+      ],
+    },
+    {
+      name: "subject",
+      type: "text",
+      required: true,
+      label: "Subject / Title",
+      admin: {
+        placeholder: "e.g. Herr X hat Website-Relaunch beauftragt",
+      },
+    },
+    {
+      type: "row",
+      fields: [
+        {
+          name: "contact",
+          type: "relationship",
+          relationTo: "crm-contacts",
+          label: "Contact Person",
+          admin: {
+            width: "50%",
+            description: "Who was involved?",
+          },
+        },
+        {
+          name: "account",
+          type: "relationship",
+          relationTo: "crm-accounts",
+          label: "Company / Account",
          admin: {
            width: "50%",
          },
@@ -54,37 +104,40 @@ export const CrmInteractions: CollectionConfig = {
      ],
    },
    {
-      name: "date",
-      type: "date",
-      required: true,
-      defaultValue: () => new Date().toISOString(),
+      name: "topic",
+      type: "relationship",
+      relationTo: "crm-topics",
+      label: "Related Topic",
      admin: {
-        date: {
-          pickerAppearance: "dayAndTime",
+        description:
+          "Optional: Group this entry under a specific project or topic.",
+        condition: (data) => {
+          return Boolean(data?.account);
        },
      },
    },
-    {
-      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",
+      label: "Summary / Notes",
+      editor: lexicalEditor({
+        features: ({ defaultFeatures }) => [...defaultFeatures],
+      }),
+      admin: {
+        description:
+          "Summarize what happened, what was decided, or what the next steps are.",
+      },
+    },
+    {
+      name: "attachments",
+      type: "relationship",
+      relationTo: "media",
+      hasMany: true,
+      label: "Attachments",
+      admin: {
+        description:
+          "Attach received documents, screenshots, contracts, or any relevant files.",
+      },
    },
  ],
 };
--- a/apps/web/src/payload/collections/CrmTopics.ts
+++ b/apps/web/src/payload/collections/CrmTopics.ts
@@ -0,0 +1,78 @@
+import type { CollectionConfig } from "payload";
+
+export const CrmTopics: CollectionConfig = {
+  slug: "crm-topics",
+  labels: {
+    singular: "Topic",
+    plural: "Topics",
+  },
+  admin: {
+    useAsTitle: "title",
+    defaultColumns: ["title", "account", "status"],
+    group: "CRM",
+    description:
+      "Group your interactions (emails, calls, notes) into Topics. This helps you keep track of specific projects with a client.",
+  },
+  access: {
+    read: ({ req: { user } }) => Boolean(user),
+    create: ({ req: { user } }) => Boolean(user),
+    update: ({ req: { user } }) => Boolean(user),
+    delete: ({ req: { user } }) => Boolean(user),
+  },
+  fields: [
+    {
+      name: "title",
+      type: "text",
+      required: true,
+      label: "Topic Name",
+      admin: {
+        placeholder: "e.g. Website Relaunch 2026",
+      },
+    },
+    {
+      name: "account",
+      type: "relationship",
+      relationTo: "crm-accounts",
+      required: true,
+      label: "Client / Account",
+      admin: {
+        description: "Which account does this topic belong to?",
+      },
+    },
+    {
+      name: "status",
+      type: "select",
+      options: [
+        { label: "🟢 Active / Open", value: "active" },
+        { label: "🟡 On Hold", value: "paused" },
+        { label: "🔴 Closed / Won", value: "won" },
+        { label: "⚫ Closed / Lost", value: "lost" },
+      ],
+      defaultValue: "active",
+      required: true,
+    },
+    {
+      name: "stage",
+      type: "select",
+      options: [
+        { label: "Discovery / Briefing", value: "discovery" },
+        { label: "Proposal / Quote sent", value: "proposal" },
+        { label: "Negotiation", value: "negotiation" },
+        { label: "Implementation", value: "implementation" },
+      ],
+      admin: {
+        description: "Optional: What stage is this deal/project currently in?",
+      },
+    },
+    {
+      name: "interactions",
+      type: "join",
+      collection: "crm-interactions",
+      on: "topic",
+      admin: {
+        description:
+          "Timeline of all emails and notes specifically related to this topic.",
+      },
+    },
+  ],
+};
--- a/apps/web/src/payload/collections/Inquiries.ts
+++ b/apps/web/src/payload/collections/Inquiries.ts
@@ -1,4 +1,5 @@
 import type { CollectionConfig } from "payload";
+import { convertInquiryEndpoint } from "../endpoints/convertInquiryEndpoint";

 export const Inquiries: CollectionConfig = {
  slug: "inquiries",
@@ -17,7 +18,36 @@ export const Inquiries: CollectionConfig = {
    update: ({ req: { user } }) => Boolean(user),
    delete: ({ req: { user } }) => Boolean(user),
  },
+  endpoints: [
+    {
+      path: "/:id/convert-to-lead",
+      method: "post",
+      handler: convertInquiryEndpoint,
+    },
+  ],
  fields: [
+    {
+      name: "convertButton",
+      type: "ui",
+      admin: {
+        components: {
+          Field:
+            "@/src/payload/components/ConvertInquiryButton#ConvertInquiryButton",
+        },
+        condition: (data) => {
+          return !data?.processed;
+        },
+      },
+    },
+    {
+      name: "processed",
+      type: "checkbox",
+      defaultValue: false,
+      admin: {
+        description: "Has this inquiry been converted into a CRM Lead?",
+        readOnly: true,
+      },
+    },
    {
      name: "name",
      type: "text",
--- a/apps/web/src/payload/collections/Projects.ts
+++ b/apps/web/src/payload/collections/Projects.ts
@@ -0,0 +1,192 @@
+import type { CollectionConfig } from "payload";
+
+export const Projects: CollectionConfig = {
+  slug: "projects",
+  labels: {
+    singular: "Project",
+    plural: "Projects",
+  },
+  admin: {
+    useAsTitle: "title",
+    defaultColumns: ["title", "account", "status", "startDate", "targetDate"],
+    group: "Project Management",
+    description: "Manage high-level projects for your clients.",
+    components: {
+      beforeListTable: ["@/src/payload/views/GanttChart#GanttChartView"],
+    },
+  },
+  access: {
+    read: ({ req: { user } }) => Boolean(user),
+    create: ({ req: { user } }) => Boolean(user),
+    update: ({ req: { user } }) => Boolean(user),
+    delete: ({ req: { user } }) => Boolean(user),
+  },
+  fields: [
+    {
+      name: "title",
+      type: "text",
+      required: true,
+      label: "Project Title",
+    },
+    {
+      name: "account",
+      type: "relationship",
+      relationTo: "crm-accounts",
+      required: true,
+      label: "Client / Account",
+      admin: {
+        description: "Which account is this project for?",
+      },
+    },
+    {
+      name: "contact",
+      type: "relationship",
+      relationTo: "crm-contacts",
+      hasMany: true,
+      label: "Project Stakeholders",
+      admin: {
+        description:
+          "Key contacts from the client side involved in this project.",
+      },
+    },
+    {
+      name: "status",
+      type: "select",
+      options: [
+        { label: "Draft", value: "draft" },
+        { label: "In Progress", value: "in_progress" },
+        { label: "Review", value: "review" },
+        { label: "Completed", value: "completed" },
+      ],
+      defaultValue: "draft",
+      required: true,
+    },
+    {
+      type: "row",
+      fields: [
+        {
+          name: "startDate",
+          type: "date",
+          label: "Start Date",
+          admin: { width: "25%" },
+        },
+        {
+          name: "targetDate",
+          type: "date",
+          label: "Target Date",
+          admin: { width: "25%" },
+        },
+        {
+          name: "valueMin",
+          type: "number",
+          label: "Value From (€)",
+          admin: {
+            width: "25%",
+            placeholder: "z.B. 5000",
+          },
+        },
+        {
+          name: "valueMax",
+          type: "number",
+          label: "Value To (€)",
+          admin: {
+            width: "25%",
+            placeholder: "z.B. 8000",
+          },
+        },
+      ],
+    },
+    {
+      name: "briefing",
+      type: "richText",
+      label: "Briefing",
+      admin: {
+        description: "Project briefing, requirements, or notes.",
+      },
+    },
+    {
+      name: "attachments",
+      type: "upload",
+      relationTo: "media",
+      hasMany: true,
+      label: "Attachments",
+      admin: {
+        description:
+          "Upload files, documents, or assets related to this project.",
+      },
+    },
+    {
+      name: "milestones",
+      type: "array",
+      label: "Milestones",
+      admin: {
+        description: "Granular deliverables or milestones within this project.",
+      },
+      fields: [
+        {
+          name: "name",
+          type: "text",
+          required: true,
+          label: "Milestone Name",
+          admin: {
+            placeholder: "e.g. Authentication System",
+          },
+        },
+        {
+          type: "row",
+          fields: [
+            {
+              name: "status",
+              type: "select",
+              options: [
+                { label: "To Do", value: "todo" },
+                { label: "In Progress", value: "in_progress" },
+                { label: "Done", value: "done" },
+              ],
+              defaultValue: "todo",
+              required: true,
+              admin: { width: "50%" },
+            },
+            {
+              name: "priority",
+              type: "select",
+              options: [
+                { label: "Low", value: "low" },
+                { label: "Medium", value: "medium" },
+                { label: "High", value: "high" },
+              ],
+              defaultValue: "medium",
+              admin: { width: "50%" },
+            },
+          ],
+        },
+        {
+          type: "row",
+          fields: [
+            {
+              name: "startDate",
+              type: "date",
+              label: "Start Date",
+              admin: { width: "50%" },
+            },
+            {
+              name: "targetDate",
+              type: "date",
+              label: "Target Date",
+              admin: { width: "50%" },
+            },
+          ],
+        },
+        {
+          name: "assignee",
+          type: "relationship",
+          relationTo: "users",
+          label: "Assignee",
+          admin: {
+            description: "Internal team member responsible for this milestone.",
+          },
+        },
+      ],
+    },
+  ],
+};