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

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.",
+      },
     },
   ],
 };