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

import type { CollectionConfig } from "payload";
import { aiEndpointHandler } from "../endpoints/aiEndpoint";

export const CrmAccounts: CollectionConfig = {
  slug: "crm-accounts",
  labels: {
    singular: "Account",
    plural: "Accounts",
  },
  admin: {
    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),
    update: ({ req: { user } }) => Boolean(user),
    delete: ({ req: { user } }) => Boolean(user),
  },
  fields: [
    {
      name: "analyzeButton",
      type: "ui",
      admin: {
        components: {
          Field: "@/src/payload/components/AiAnalyzeButton#AiAnalyzeButton",
        },
      },
    },
    {
      name: "name",
      type: "text",
      required: true,
      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 main website of the account. Required for triggering the AI Website Analysis.",
        placeholder: "https://example.com",
      },
    },
    {
      type: "row",
      fields: [
        {
          name: "status",
          type: "select",
          options: [
            { 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: "Current lifecycle stage of this business relation.",
          },
        },
        {
          name: "leadTemperature",
          type: "select",
          options: [
            { 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.",
          },
        },
      ],
    },
    {
      type: "row",
      fields: [
        {
          name: "industry",
          type: "text",
          admin: {
            width: "50%",
            description: "Industry or category of this account (e.g. Messebauer, Handwerk).",
          },
        },
        {
          name: "websiteStatus",
          type: "select",
          options: [
            { label: "🟢 Good", value: "gut" },
            { label: "🟡 OK / Average", value: "ok" },
            { label: "🔴 Bad / Old", value: "schlecht" },
            { label: "❓ Unknown", value: "unknown" },
          ],
          admin: {
            width: "50%",
            description: "Quality assessment of their current website.",
          },
        },
      ],
    },
    {
      name: "notes",
      type: "textarea",
      admin: {
        description: "Internal notes and research findings for this account.",
      },
    },
    {
      name: "assignedTo",
      type: "relationship",
      relationTo: "users",
      label: "Account Manager (User)",
      admin: {
        description: "The internal team member responsible for this account.",
      },
    },
    {
      name: "reports",
      type: "relationship",
      relationTo: "media",
      hasMany: true,
      label: "AI Reports & Documents",
      admin: {
        description:
          "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.",
      },
    },
  ],
};