@nextsparkjs/theme-crm 0.1.0-beta.1

package/entities/campaigns/migrations/003_campaigns_sample_data.sql

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+-- ============================================================================
+-- Sample data for campaigns table - CRM Theme
+-- Aligned with schema in 001_campaigns_table.sql
+-- Uses users from 999_theme_sample_data.sql
+-- ============================================================================
+
+-- Clean existing campaigns data
+DELETE FROM "campaigns" WHERE "teamId" = 'team-crm-company';
+
+INSERT INTO "campaigns" (
+  id,
+  name,
+  type,
+  status,
+  objective,
+  description,
+  "startDate",
+  "endDate",
+  budget,
+  "actualCost",
+  "targetAudience",
+  "targetLeads",
+  "actualLeads",
+  "targetRevenue",
+  "actualRevenue",
+  roi,
+  channel,
+  "assignedTo",
+  "userId",
+  "teamId",
+  "createdAt",
+  "updatedAt"
+) VALUES
+-- Active Email Campaigns
+(
+  'camp-crm-001',
+  'Q4 CRM Enterprise Outreach',
+  'email',
+  'active',
+  'Generate enterprise leads through targeted email campaign',
+  'Primary sales pipeline for all standard opportunities',
+  DATE(NOW() - INTERVAL '30 days'),
+  DATE(NOW() + INTERVAL '30 days'),
+  15000.00,
+  8500.00,
+  'Enterprise CTOs and IT Directors in Technology and Healthcare sectors',
+  100,
+  45,
+  250000.00,
+  125000.00,
+  15.5,
+  'email',
+  'usr-crm-marketing',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '35 days',
+  NOW() - INTERVAL '2 days'
+),
+(
+  'camp-crm-002',
+  'Healthcare Digital Transformation Series',
+  'email',
+  'active',
+  'Engage healthcare leaders with digital transformation content',
+  'Email series targeting healthcare C-suite with digital transformation insights',
+  DATE(NOW() - INTERVAL '20 days'),
+  DATE(NOW() + INTERVAL '40 days'),
+  12000.00,
+  7200.00,
+  'Healthcare C-Suite and IT Leaders looking for digital solutions',
+  80,
+  32,
+  200000.00,
+  85000.00,
+  22.3,
+  'email',
+  'usr-crm-marketing',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '25 days',
+  NOW() - INTERVAL '1 day'
+),
+
+-- Social Media Campaigns
+(
+  'camp-crm-003',
+  'LinkedIn Manufacturing Leaders Campaign',
+  'social',
+  'active',
+  'Build brand awareness among manufacturing decision makers',
+  'LinkedIn sponsored content targeting manufacturing executives',
+  DATE(NOW() - INTERVAL '15 days'),
+  DATE(NOW() + INTERVAL '45 days'),
+  8000.00,
+  5200.00,
+  'Manufacturing executives and operations managers',
+  60,
+  28,
+  150000.00,
+  75000.00,
+  18.7,
+  'social_media',
+  'usr-crm-marketing',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '20 days',
+  NOW() - INTERVAL '3 days'
+),
+(
+  'camp-crm-004',
+  'Startup Growth Solutions Campaign',
+  'social',
+  'active',
+  'Engage startup founders with growth-focused messaging',
+  'Social media campaign targeting startup founders and growth teams',
+  DATE(NOW() - INTERVAL '10 days'),
+  DATE(NOW() + INTERVAL '20 days'),
+  5000.00,
+  3800.00,
+  'Startup founders and growth teams in technology sector',
+  40,
+  18,
+  80000.00,
+  35000.00,
+  12.8,
+  'social_media',
+  'usr-crm-marketing',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '15 days',
+  NOW() - INTERVAL '1 day'
+),
+
+-- Advertising Campaigns
+(
+  'camp-crm-005',
+  'Google Ads CRM Software Campaign',
+  'advertising',
+  'active',
+  'Capture high-intent CRM software searchers',
+  'PPC campaign on Google targeting CRM-related search terms',
+  DATE(NOW() - INTERVAL '25 days'),
+  DATE(NOW() + INTERVAL '35 days'),
+  20000.00,
+  12500.00,
+  'Business owners and managers searching for CRM solutions',
+  150,
+  85,
+  350000.00,
+  180000.00,
+  28.5,
+  'web',
+  'usr-crm-marketing',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '30 days',
+  NOW() - INTERVAL '2 days'
+),
+
+-- Webinar Campaigns
+(
+  'camp-crm-006',
+  'CRM Best Practices Webinar Series',
+  'webinar',
+  'planned',
+  'Educate prospects on CRM best practices',
+  'Webinar series covering CRM implementation and optimization best practices',
+  DATE(NOW() + INTERVAL '5 days'),
+  DATE(NOW() + INTERVAL '65 days'),
+  8500.00,
+  2100.00,
+  'Sales and marketing professionals interested in CRM optimization',
+  75,
+  0,
+  150000.00,
+  0.00,
+  NULL,
+  'web',
+  'usr-crm-sales-mgr',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '10 days',
+  NOW() - INTERVAL '1 day'
+),
+
+-- Content Marketing Campaigns
+(
+  'camp-crm-007',
+  'Industry Insights Blog Series',
+  'content',
+  'active',
+  'Establish thought leadership through valuable content',
+  'Blog series with industry insights and best practices for CRM users',
+  DATE(NOW() - INTERVAL '45 days'),
+  DATE(NOW() + INTERVAL '15 days'),
+  6000.00,
+  3200.00,
+  'Industry professionals seeking insights and best practices',
+  50,
+  55,
+  100000.00,
+  65000.00,
+  35.2,
+  'web',
+  'usr-crm-marketing',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '50 days',
+  NOW() - INTERVAL '3 days'
+),
+
+-- Event Campaigns
+(
+  'camp-crm-008',
+  'TechCon 2024 Trade Show',
+  'event',
+  'completed',
+  'Generate qualified leads at major industry event',
+  'Booth presence and demos at TechCon 2024 trade show',
+  DATE(NOW() - INTERVAL '90 days'),
+  DATE(NOW() - INTERVAL '85 days'),
+  25000.00,
+  24800.00,
+  'Technology executives and decision makers attending TechCon',
+  50,
+  45,
+  500000.00,
+  425000.00,
+  42.5,
+  'other',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '95 days',
+  NOW() - INTERVAL '85 days'
+),
+(
+  'camp-crm-009',
+  'Healthcare Innovation Summit',
+  'event',
+  'completed',
+  'Connect with healthcare innovation leaders',
+  'Participation in Healthcare Innovation Summit with speaking session',
+  DATE(NOW() - INTERVAL '60 days'),
+  DATE(NOW() - INTERVAL '57 days'),
+  18000.00,
+  17200.00,
+  'Healthcare innovation leaders and technology adopters',
+  35,
+  28,
+  300000.00,
+  215000.00,
+  38.8,
+  'other',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '65 days',
+  NOW() - INTERVAL '55 days'
+),
+
+-- Retargeting Campaign (using 'other' type)
+(
+  'camp-crm-010',
+  'Website Visitors Retargeting',
+  'other',
+  'active',
+  'Re-engage website visitors who showed interest',
+  'Retargeting campaign for website visitors who viewed pricing or demo pages',
+  DATE(NOW() - INTERVAL '20 days'),
+  DATE(NOW() + INTERVAL '25 days'),
+  4500.00,
+  2800.00,
+  'Website visitors who viewed pricing or demo pages',
+  30,
+  22,
+  75000.00,
+  45000.00,
+  25.4,
+  'web',
+  'usr-crm-marketing',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '25 days',
+  NOW() - INTERVAL '2 days'
+),
+
+-- Referral Campaign
+(
+  'camp-crm-011',
+  'Customer Referral Program Q4',
+  'email',
+  'active',
+  'Drive referrals from existing customers',
+  'Customer referral program with incentives for successful referrals',
+  DATE(NOW() - INTERVAL '35 days'),
+  DATE(NOW() + INTERVAL '25 days'),
+  10000.00,
+  3500.00,
+  'Existing customers with successful CRM implementations',
+  20,
+  12,
+  200000.00,
+  125000.00,
+  45.8,
+  'email',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '40 days',
+  NOW() - INTERVAL '5 days'
+),
+
+-- Completed Campaign (Historical)
+(
+  'camp-crm-012',
+  'Q3 Small Business Email Campaign',
+  'email',
+  'completed',
+  'Target small businesses with affordable CRM options',
+  'Email campaign targeting small business owners with value-focused messaging',
+  DATE(NOW() - INTERVAL '120 days'),
+  DATE(NOW() - INTERVAL '60 days'),
+  7500.00,
+  7200.00,
+  'Small business owners looking for affordable CRM solutions',
+  60,
+  42,
+  120000.00,
+  85000.00,
+  28.5,
+  'email',
+  'usr-crm-marketing',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '125 days',
+  NOW() - INTERVAL '60 days'
+),
+
+-- Paused Campaign
+(
+  'camp-crm-013',
+  'Winter Holiday Special Promotion',
+  'email',
+  'paused',
+  'Holiday promotion for year-end budget spending',
+  'Special holiday promotion targeting prospects with remaining Q4 budget',
+  DATE(NOW() - INTERVAL '10 days'),
+  DATE(NOW() + INTERVAL '20 days'),
+  5000.00,
+  1200.00,
+  'Previous prospects and warm leads from Q3 campaigns',
+  25,
+  3,
+  50000.00,
+  8000.00,
+  -15.2,
+  'email',
+  'usr-crm-marketing',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '15 days',
+  NOW() - INTERVAL '8 days'
+);

package/entities/companies/companies.config.ts

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+/**
+ * Companies Entity Configuration - CRM
+ *
+ * Customer and prospect companies.
+ * Updated with team support and granular permissions.
+ */
+
+import { Building2 } from 'lucide-react'
+import type { EntityConfig } from '@nextsparkjs/core/lib/entities/types'
+import { companiesFields } from './companies.fields'
+
+export const companiesEntityConfig: EntityConfig = {
+  // ==========================================
+  // 1. BASIC IDENTIFICATION
+  // ==========================================
+  slug: 'companies',
+  enabled: true,
+  names: {
+    singular: 'company',
+    plural: 'Companies'
+  },
+  icon: Building2,
+
+  // ==========================================
+  // 2. ACCESS AND SCOPE CONFIGURATION
+  // ==========================================
+  access: {
+    public: false,
+    api: true,
+    metadata: true,
+    shared: true
+  },
+
+  // ==========================================
+  // 3. UI/UX FEATURES
+  // ==========================================
+  ui: {
+    dashboard: {
+      showInMenu: true,
+      showInTopbar: true
+    },
+    public: {
+      hasArchivePage: false,
+      hasSinglePage: false
+    },
+    features: {
+      searchable: true,
+      sortable: true,
+      filterable: true,
+      bulkOperations: true,
+      importExport: true
+    }
+  },
+
+  // ==========================================
+  // FIELDS
+  // ==========================================
+  fields: companiesFields,
+}
+
+export default companiesEntityConfig