mintel.me/apps/web/src/payload/collections/CrmContacts.ts

import type { CollectionConfig } from "payload";
import { bulkMailEndpointHandler } from "../endpoints/bulkMailEndpoint";
export const CrmContacts: CollectionConfig = {
  slug: "crm-contacts",
  labels: {
    singular: "Contact",
    plural: "Contacts",
  },
  admin: {
    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.",
    components: {
      views: {
        list: {
          actions: ["@/src/payload/components/BulkMailButton#BulkMailButton"],
        },
      },
    },
  },
  endpoints: [
    {
      path: "/bulk-mail",
      method: "post",
      handler: bulkMailEndpointHandler,
    },
  ],
  access: {
    read: ({ req: { user } }) => Boolean(user),
    create: ({ req: { user } }) => Boolean(user),
    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: [
        {
          name: "firstName",
          type: "text",
          required: true,
          admin: {
            width: "50%",
          },
        },
        {
          name: "lastName",
          type: "text",
          required: true,
          admin: {
            width: "50%",
          },
        },
      ],
    },
    {
      name: "email",
      type: "email",
      required: true,
      unique: true,
      admin: {
        description: "Primary email address for communication tracking.",
      },
    },
    {
      type: "row",
      fields: [
        {
          name: "phone",
          type: "text",
          admin: {
            width: "50%",
          },
        },
        {
          name: "linkedIn",
          type: "text",
          admin: {
            width: "50%",
            placeholder: "https://linkedin.com/in/...",
          },
        },
      ],
    },
    {
      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.",
      },
    },
  ],
};