144 lines
3.9 KiB
TypeScript
144 lines
3.9 KiB
TypeScript
import type { CollectionConfig } from "payload";
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import { lexicalEditor } from "@payloadcms/richtext-lexical";
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export const CrmInteractions: CollectionConfig = {
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slug: "crm-interactions",
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labels: {
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singular: "Journal Entry",
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plural: "Journal",
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},
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admin: {
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useAsTitle: "subject",
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defaultColumns: ["type", "subject", "date", "contact", "account"],
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group: "CRM",
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description:
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"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.",
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},
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access: {
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read: ({ req: { user } }) => Boolean(user),
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create: ({ req: { user } }) => Boolean(user),
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update: ({ req: { user } }) => Boolean(user),
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delete: ({ req: { user } }) => Boolean(user),
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},
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fields: [
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{
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type: "row",
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fields: [
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{
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name: "type",
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type: "select",
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label: "Channel",
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options: [
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{ label: "📧 Email", value: "email" },
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{ label: "📞 Phone Call", value: "call" },
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{ label: "🤝 Meeting", value: "meeting" },
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{ label: "📱 WhatsApp", value: "whatsapp" },
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{ label: "🌐 Social Media", value: "social" },
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{ label: "📄 Document / File", value: "document" },
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{ label: "📝 Internal Note", value: "note" },
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],
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required: true,
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defaultValue: "note",
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admin: {
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width: "50%",
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description: "Where did this communication take place?",
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},
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},
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{
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name: "direction",
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type: "select",
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options: [
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{ label: "📥 Incoming (from Client)", value: "inbound" },
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{ label: "📤 Outgoing (to Client)", value: "outbound" },
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],
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admin: {
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hidden: true, // Hide from UI to prevent usage, but keep in DB schema to avoid Drizzle prompts
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},
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},
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{
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name: "date",
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type: "date",
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required: true,
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defaultValue: () => new Date().toISOString(),
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admin: {
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width: "50%",
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date: {
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pickerAppearance: "dayAndTime",
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},
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description: "When did this happen?",
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},
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},
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],
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},
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{
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name: "subject",
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type: "text",
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required: true,
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label: "Subject / Title",
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admin: {
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placeholder: "e.g. Herr X hat Website-Relaunch beauftragt",
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},
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},
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{
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type: "row",
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fields: [
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{
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name: "contact",
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type: "relationship",
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relationTo: "crm-contacts",
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label: "Contact Person",
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admin: {
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width: "50%",
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description: "Who was involved?",
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},
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},
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{
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name: "account",
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type: "relationship",
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relationTo: "crm-accounts",
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label: "Company / Account",
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admin: {
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width: "50%",
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},
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},
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],
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},
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{
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name: "topic",
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type: "relationship",
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relationTo: "crm-topics",
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label: "Related Topic",
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admin: {
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description:
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"Optional: Group this entry under a specific project or topic.",
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condition: (data) => {
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return Boolean(data?.account);
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},
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},
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},
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{
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name: "content",
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type: "richText",
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label: "Summary / Notes",
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editor: lexicalEditor({
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features: ({ defaultFeatures }) => [...defaultFeatures],
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}),
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admin: {
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description:
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"Summarize what happened, what was decided, or what the next steps are.",
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},
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},
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{
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name: "attachments",
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type: "relationship",
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relationTo: "media",
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hasMany: true,
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label: "Attachments",
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admin: {
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description:
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"Attach received documents, screenshots, contracts, or any relevant files.",
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},
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},
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],
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};
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