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

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