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

apps/web/src/payload/endpoints/convertInquiryEndpoint.ts

@@ -0,0 +1,89 @@
+import type { PayloadRequest, PayloadHandler } from "payload";
+
+export const convertInquiryEndpoint: PayloadHandler = async (
+  req: PayloadRequest,
+) => {
+  const { id } = req.routeParams;
+  const payload = req.payload;
+
+  try {
+    const inquiry = await payload.findByID({
+      collection: "inquiries",
+      id: String(id),
+    });
+
+    if (!inquiry) {
+      return Response.json({ error: "Inquiry not found" }, { status: 404 });
+    }
+
+    if ((inquiry as any).processed) {
+      return Response.json(
+        { error: "Inquiry is already processed" },
+        { status: 400 },
+      );
+    }
+
+    // 1. Create CrmAccount
+    const companyName = inquiry.companyName || inquiry.name;
+    const account = await payload.create({
+      collection: "crm-accounts",
+      data: {
+        name: companyName,
+        status: "lead",
+        leadTemperature: "warm", // Warm because they reached out
+      },
+    });
+
+    // 2. Create CrmContact
+    const contact = await payload.create({
+      collection: "crm-contacts",
+      data: {
+        firstName: inquiry.name.split(" ")[0] || inquiry.name,
+        lastName: inquiry.name.split(" ").slice(1).join(" ") || "",
+        email: inquiry.email,
+        account: account.id,
+      },
+    });
+
+    // 3. Create CrmInteraction (Journal)
+    let journalSummary = `User submitted an inquiry.\n\nProject Type: ${inquiry.projectType || "N/A"}`;
+    if (inquiry.message) {
+      journalSummary += `\n\nMessage:\n${inquiry.message}`;
+    }
+    if (inquiry.config) {
+      journalSummary += `\n\nConfigData:\n${JSON.stringify(inquiry.config, null, 2)}`;
+    }
+
+    await payload.create({
+      collection: "crm-interactions",
+      data: {
+        subject: `Website Anfrage: ${inquiry.projectType || "Allgemein"}`,
+        type: "email", // Use "type" field underneath ("channel" label)
+        date: new Date().toISOString(),
+        summary: journalSummary,
+        account: account.id,
+        contact: contact.id,
+      } as any,
+    });
+
+    // 4. Mark Inquiry as processed
+    await payload.update({
+      collection: "inquiries",
+      id: String(id),
+      data: {
+        processed: true,
+      } as any,
+    });
+
+    return Response.json({
+      message: "Inquiry successfully converted to CRM Lead.",
+      accountId: account.id,
+    });
+  } catch (error) {
+    console.error("Convert inquiry error:", error);
+    return Response.json(
+      { error: error instanceof Error ? error.message : "Unknown error" },
+      { status: 500 },
+    );
+  }
+};