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

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.",
       },
     },
   ],