@nextsparkjs/theme-crm 0.1.0-beta.1

package/entities/companies/migrations/003_companies_sample_data.sql

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+-- ============================================================================
+-- Sample data for companies table - CRM Theme
+-- Aligned with schema in 001_companies_table.sql
+-- Uses users from 999_theme_sample_data.sql
+-- ============================================================================
+
+-- Clean existing companies data
+DELETE FROM "companies" WHERE "teamId" = 'team-crm-company';
+
+INSERT INTO "companies" (
+  id,
+  name,
+  "legalName",
+  "taxId",
+  website,
+  email,
+  phone,
+  industry,
+  type,
+  size,
+  "annualRevenue",
+  rating,
+  address,
+  city,
+  state,
+  country,
+  "postalCode",
+  logo,
+  linkedin,
+  "assignedTo",
+  "userId",
+  "teamId",
+  "createdAt",
+  "updatedAt"
+) VALUES
+-- Technology Companies (Hot/Warm)
+(
+  'company-crm-001',
+  'TechnoSoft Solutions',
+  'TechnoSoft Solutions Inc.',
+  'TS-2024-001',
+  'https://technosoft.com',
+  'info@technosoft.com',
+  '+1-555-0101',
+  'Software Development',
+  'customer',
+  '51-200',
+  2500000.00,
+  'hot',
+  '123 Innovation Drive',
+  'San Francisco',
+  'CA',
+  'US',
+  '94105',
+  'https://technosoft.com/logo.png',
+  'https://linkedin.com/company/technosoft',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '45 days',
+  NOW() - INTERVAL '3 days'
+),
+(
+  'company-crm-002',
+  'Global Manufacturing Corp',
+  'Global Manufacturing Corporation',
+  'GM-2024-002',
+  'https://globalmanufacturing.com',
+  'contact@globalmanufacturing.com',
+  '+1-555-0102',
+  'Manufacturing',
+  'customer',
+  '500+',
+  15000000.00,
+  'warm',
+  '456 Industrial Blvd',
+  'Detroit',
+  'MI',
+  'US',
+  '48201',
+  'https://globalmanufacturing.com/logo.png',
+  'https://linkedin.com/company/global-manufacturing',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '120 days',
+  NOW() - INTERVAL '10 days'
+),
+(
+  'company-crm-003',
+  'Healthcare Innovations Ltd',
+  'Healthcare Innovations Limited',
+  'HI-2024-003',
+  'https://healthcareinnovations.com',
+  'hello@healthcareinnovations.com',
+  '+1-555-0103',
+  'Healthcare',
+  'prospect',
+  '201-500',
+  8500000.00,
+  'hot',
+  '789 Medical Center Dr',
+  'Boston',
+  'MA',
+  'US',
+  '02101',
+  'https://healthcareinnovations.com/logo.png',
+  'https://linkedin.com/company/healthcare-innovations',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '30 days',
+  NOW() - INTERVAL '2 days'
+),
+(
+  'company-crm-004',
+  'FinanceFirst Bank',
+  'FinanceFirst Banking Corporation',
+  'FF-2024-004',
+  'https://financefirst.com',
+  'business@financefirst.com',
+  '+1-555-0104',
+  'Financial Services',
+  'customer',
+  '500+',
+  45000000.00,
+  'warm',
+  '321 Financial Plaza',
+  'New York',
+  'NY',
+  'US',
+  '10001',
+  'https://financefirst.com/logo.png',
+  'https://linkedin.com/company/financefirst',
+  'usr-crm-sales-rep',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '180 days',
+  NOW() - INTERVAL '15 days'
+),
+(
+  'company-crm-005',
+  'EduTech Academy',
+  'Educational Technology Academy Inc.',
+  'ET-2024-005',
+  'https://edutech-academy.com',
+  'partnerships@edutech-academy.com',
+  '+1-555-0105',
+  'Education Technology',
+  'prospect',
+  '51-200',
+  3200000.00,
+  'hot',
+  '654 Learning Way',
+  'Austin',
+  'TX',
+  'US',
+  '73301',
+  'https://edutech-academy.com/logo.png',
+  'https://linkedin.com/company/edutech-academy',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '25 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'company-crm-006',
+  'RetailMax Chain',
+  'RetailMax Chain Stores LLC',
+  'RM-2024-006',
+  'https://retailmax.com',
+  'corporate@retailmax.com',
+  '+1-555-0106',
+  'Retail',
+  'partner',
+  '500+',
+  12000000.00,
+  'warm',
+  '987 Commerce Street',
+  'Chicago',
+  'IL',
+  'US',
+  '60601',
+  'https://retailmax.com/logo.png',
+  'https://linkedin.com/company/retailmax',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '90 days',
+  NOW() - INTERVAL '7 days'
+),
+
+-- Smaller Companies (Prospects)
+(
+  'company-crm-007',
+  'StartupTech Inc',
+  'StartupTech Incorporated',
+  'ST-2024-007',
+  'https://startuptech.io',
+  'founders@startuptech.io',
+  '+1-555-0107',
+  'Technology Startup',
+  'prospect',
+  '11-50',
+  500000.00,
+  'hot',
+  '159 Startup Lane',
+  'Palo Alto',
+  'CA',
+  'US',
+  '94301',
+  'https://startuptech.io/logo.png',
+  'https://linkedin.com/company/startuptech',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '15 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'company-crm-008',
+  'Local Consulting Group',
+  'Local Consulting Group LLC',
+  'LC-2024-008',
+  'https://localconsulting.com',
+  'info@localconsulting.com',
+  '+1-555-0108',
+  'Management Consulting',
+  'prospect',
+  '11-50',
+  1200000.00,
+  'warm',
+  '753 Business Park Dr',
+  'Seattle',
+  'WA',
+  'US',
+  '98101',
+  'https://localconsulting.com/logo.png',
+  'https://linkedin.com/company/local-consulting',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '40 days',
+  NOW() - INTERVAL '5 days'
+);

package/entities/contacts/contacts.config.ts

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+/**
+ * Contacts Entity Configuration - CRM
+ *
+ * People contacts at companies.
+ * Updated with team support and granular permissions.
+ */
+
+import { Users } from 'lucide-react'
+import type { EntityConfig } from '@nextsparkjs/core/lib/entities/types'
+import { contactsFields } from './contacts.fields'
+
+export const contactsEntityConfig: EntityConfig = {
+  // ==========================================
+  // 1. BASIC IDENTIFICATION
+  // ==========================================
+  slug: 'contacts',
+  enabled: true,
+  names: {
+    singular: 'contact',
+    plural: 'Contacts'
+  },
+  icon: Users,
+
+  // ==========================================
+  // 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: contactsFields,
+}
+
+export default contactsEntityConfig

package/entities/contacts/contacts.fields.ts

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+/**
+ * Contacts Entity Fields Configuration
+ *
+ * Separated from main config according to new refactoring plan.
+ * Contains all field definitions for the contacts entity.
+ */
+
+import type { EntityField } from '@nextsparkjs/core/lib/entities/types'
+
+export const contactsFields: EntityField[] = [
+  {
+    name: 'firstName',
+    type: 'text',
+    required: true,
+    display: {
+      label: 'First Name',
+      description: 'Contact first name',
+      placeholder: 'Enter first name...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 1,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: true,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'lastName',
+    type: 'text',
+    required: true,
+    display: {
+      label: 'Last Name',
+      description: 'Contact last name',
+      placeholder: 'Enter last name...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 2,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: true,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'email',
+    type: 'email',
+    required: true,
+    display: {
+      label: 'Email',
+      description: 'Contact email address',
+      placeholder: 'Enter email address...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 3,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: true,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'phone',
+    type: 'text',
+    required: false,
+    display: {
+      label: 'Phone',
+      description: 'Office phone number',
+      placeholder: 'Enter phone number...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 4,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: true,
+      sortable: false,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'mobile',
+    type: 'text',
+    required: false,
+    display: {
+      label: 'Mobile',
+      description: 'Mobile phone number',
+      placeholder: 'Enter mobile number...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 5,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: true,
+      sortable: false,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'companyId',
+    type: 'relation',
+    required: false,
+    display: {
+      label: 'Company',
+      description: 'Associated company',
+      placeholder: 'Select company...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 6,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+    relation: {
+      entity: 'companies',
+      titleField: 'name',
+    },
+  },
+  {
+    name: 'position',
+    type: 'text',
+    required: false,
+    display: {
+      label: 'Position',
+      description: 'Job position or title',
+      placeholder: 'Enter position...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 7,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: true,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'department',
+    type: 'text',
+    required: false,
+    display: {
+      label: 'Department',
+      description: 'Department in company',
+      placeholder: 'Enter department...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 8,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: true,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'isPrimary',
+    type: 'boolean',
+    required: false,
+    display: {
+      label: 'Primary Contact',
+      description: 'Is primary contact for company',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 9,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'birthDate',
+    type: 'date',
+    required: false,
+    display: {
+      label: 'Birth Date',
+      description: 'Contact birth date',
+      placeholder: 'Select date...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 10,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'linkedin',
+    type: 'url',
+    required: false,
+    display: {
+      label: 'LinkedIn',
+      description: 'LinkedIn profile URL',
+      placeholder: 'https://linkedin.com/in/...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 11,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: false,
+      sortable: false,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'twitter',
+    type: 'text',
+    required: false,
+    display: {
+      label: 'Twitter',
+      description: 'Twitter/X handle',
+      placeholder: '@username',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 12,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: false,
+      sortable: false,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'preferredChannel',
+    type: 'select',
+    required: false,
+    options: [
+      { value: 'email', label: 'Email' },
+      { value: 'phone', label: 'Phone' },
+      { value: 'whatsapp', label: 'WhatsApp' },
+      { value: 'linkedin', label: 'LinkedIn' },
+      { value: 'slack', label: 'Slack' },
+      { value: 'other', label: 'Other' },
+    ],
+    display: {
+      label: 'Preferred Channel',
+      description: 'Preferred communication channel',
+      placeholder: 'Select channel...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 13,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'timezone',
+    type: 'text',
+    required: false,
+    display: {
+      label: 'Timezone',
+      description: 'Contact timezone',
+      placeholder: 'UTC',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 14,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: false,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'lastContactedAt',
+    type: 'datetime',
+    required: false,
+    display: {
+      label: 'Last Contacted',
+      description: 'Last time this contact was reached',
+      showInList: true,
+      showInDetail: true,
+      showInForm: false,
+      order: 15,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: true,
+    },
+  },
+  {
+    name: 'createdAt',
+    type: 'datetime',
+    required: false,
+    display: {
+      label: 'Created At',
+      description: 'When the contact was created',
+      showInList: true,
+      showInDetail: true,
+      showInForm: false,
+      order: 98,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: true,
+    },
+  },
+  {
+    name: 'updatedAt',
+    type: 'datetime',
+    required: false,
+    display: {
+      label: 'Updated At',
+      description: 'When the contact was last updated',
+      showInList: false,
+      showInDetail: true,
+      showInForm: false,
+      order: 99,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: true,
+    },
+  },
+]