@nextsparkjs/theme-crm 0.1.0-beta.1

package/entities/leads/messages/en.json

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+{
+  "entity": {
+    "name": "Lead",
+    "plural": "Leads",
+    "description": "Manage potential prospects and business opportunities"
+  },
+  "fields": {
+    "companyName": {
+      "label": "Company Name",
+      "description": "Name of the prospect company",
+      "placeholder": "Enter company name..."
+    },
+    "contactName": {
+      "label": "Contact Name",
+      "description": "Name of the contact person",
+      "placeholder": "Enter contact name..."
+    },
+    "email": {
+      "label": "Email",
+      "description": "Email address",
+      "placeholder": "Enter email address..."
+    },
+    "phone": {
+      "label": "Phone",
+      "description": "Phone number",
+      "placeholder": "Enter phone number..."
+    },
+    "website": {
+      "label": "Website",
+      "description": "Company website",
+      "placeholder": "https://example.com"
+    },
+    "source": {
+      "label": "Lead Source",
+      "description": "How this lead was acquired",
+      "placeholder": "Select source..."
+    },
+    "status": {
+      "label": "Status",
+      "description": "Current lead status",
+      "placeholder": "Select status..."
+    },
+    "score": {
+      "label": "Lead Score",
+      "description": "Lead score from 0 to 100",
+      "placeholder": "0"
+    },
+    "industry": {
+      "label": "Industry",
+      "description": "Industry sector",
+      "placeholder": "Enter industry..."
+    },
+    "companySize": {
+      "label": "Company Size",
+      "description": "Number of employees",
+      "placeholder": "Select company size..."
+    },
+    "budget": {
+      "label": "Estimated Budget",
+      "description": "Estimated budget amount",
+      "placeholder": "0.00"
+    },
+    "assignedTo": {
+      "label": "Assigned To",
+      "description": "Sales rep assigned to this lead",
+      "placeholder": "Select user..."
+    },
+    "notes": {
+      "label": "Notes",
+      "description": "Internal notes about the lead",
+      "placeholder": "Enter notes..."
+    },
+    "createdAt": {
+      "label": "Created At",
+      "description": "When the lead was created"
+    },
+    "updatedAt": {
+      "label": "Updated At",
+      "description": "When the lead was last updated"
+    }
+  },
+  "options": {
+    "source": {
+      "web": "Website",
+      "referral": "Referral",
+      "cold_call": "Cold Call",
+      "trade_show": "Trade Show",
+      "social_media": "Social Media",
+      "email": "Email",
+      "advertising": "Advertising",
+      "partner": "Partner",
+      "other": "Other"
+    },
+    "status": {
+      "new": "New",
+      "contacted": "Contacted",
+      "qualified": "Qualified",
+      "proposal": "Proposal",
+      "negotiation": "Negotiation",
+      "converted": "Converted",
+      "lost": "Lost"
+    },
+    "companySize": {
+      "1-10": "1-10 employees",
+      "11-50": "11-50 employees",
+      "51-200": "51-200 employees",
+      "201-500": "201-500 employees",
+      "500+": "500+ employees"
+    }
+  },
+  "actions": {
+    "create": "Create Lead",
+    "edit": "Edit Lead",
+    "delete": "Delete Lead",
+    "view": "View Lead",
+    "list": "List Leads",
+    "search": "Search Leads",
+    "export": "Export Leads",
+    "import": "Import Leads",
+    "convert": "Convert Lead",
+    "assign": "Assign Lead"
+  },
+  "messages": {
+    "created": "Lead created successfully",
+    "updated": "Lead updated successfully",
+    "deleted": "Lead deleted successfully",
+    "converted": "Lead converted successfully",
+    "assigned": "Lead assigned successfully",
+    "notFound": "Lead not found",
+    "error": "An error occurred while processing the lead"
+  }
+}

package/entities/leads/messages/es.json

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+{
+  "entity": {
+    "name": "Lead",
+    "plural": "Leads",
+    "description": "Gestiona prospectos potenciales y oportunidades de negocio"
+  },
+  "fields": {
+    "companyName": {
+      "label": "Nombre de Empresa",
+      "description": "Nombre de la empresa prospecto",
+      "placeholder": "Ingrese nombre de empresa..."
+    },
+    "contactName": {
+      "label": "Nombre de Contacto",
+      "description": "Nombre de la persona de contacto",
+      "placeholder": "Ingrese nombre de contacto..."
+    },
+    "email": {
+      "label": "Email",
+      "description": "Dirección de correo electrónico",
+      "placeholder": "Ingrese email..."
+    },
+    "phone": {
+      "label": "Teléfono",
+      "description": "Número de teléfono",
+      "placeholder": "Ingrese teléfono..."
+    },
+    "website": {
+      "label": "Sitio Web",
+      "description": "Sitio web de la empresa",
+      "placeholder": "https://ejemplo.com"
+    },
+    "source": {
+      "label": "Fuente del Lead",
+      "description": "Cómo se adquirió este lead",
+      "placeholder": "Seleccionar fuente..."
+    },
+    "status": {
+      "label": "Estado",
+      "description": "Estado actual del lead",
+      "placeholder": "Seleccionar estado..."
+    },
+    "score": {
+      "label": "Puntuación del Lead",
+      "description": "Puntuación del lead de 0 a 100",
+      "placeholder": "0"
+    },
+    "industry": {
+      "label": "Industria",
+      "description": "Sector industrial",
+      "placeholder": "Ingrese industria..."
+    },
+    "companySize": {
+      "label": "Tamaño de Empresa",
+      "description": "Número de empleados",
+      "placeholder": "Seleccionar tamaño..."
+    },
+    "budget": {
+      "label": "Presupuesto Estimado",
+      "description": "Monto de presupuesto estimado",
+      "placeholder": "0.00"
+    },
+    "assignedTo": {
+      "label": "Asignado a",
+      "description": "Representante de ventas asignado",
+      "placeholder": "Seleccionar usuario..."
+    },
+    "notes": {
+      "label": "Notas",
+      "description": "Notas internas sobre el lead",
+      "placeholder": "Ingrese notas..."
+    },
+    "createdAt": {
+      "label": "Creado el",
+      "description": "Cuándo se creó el lead"
+    },
+    "updatedAt": {
+      "label": "Actualizado el",
+      "description": "Cuándo se actualizó por última vez"
+    }
+  },
+  "options": {
+    "source": {
+      "web": "Sitio Web",
+      "referral": "Referido",
+      "cold_call": "Llamada en Frío",
+      "trade_show": "Feria Comercial",
+      "social_media": "Redes Sociales",
+      "email": "Email",
+      "advertising": "Publicidad",
+      "partner": "Socio",
+      "other": "Otro"
+    },
+    "status": {
+      "new": "Nuevo",
+      "contacted": "Contactado",
+      "qualified": "Calificado",
+      "proposal": "Propuesta",
+      "negotiation": "Negociación",
+      "converted": "Convertido",
+      "lost": "Perdido"
+    },
+    "companySize": {
+      "1-10": "1-10 empleados",
+      "11-50": "11-50 empleados",
+      "51-200": "51-200 empleados",
+      "201-500": "201-500 empleados",
+      "500+": "500+ empleados"
+    }
+  },
+  "actions": {
+    "create": "Crear Lead",
+    "edit": "Editar Lead",
+    "delete": "Eliminar Lead",
+    "view": "Ver Lead",
+    "list": "Listar Leads",
+    "search": "Buscar Leads",
+    "export": "Exportar Leads",
+    "import": "Importar Leads",
+    "convert": "Convertir Lead",
+    "assign": "Asignar Lead"
+  },
+  "messages": {
+    "created": "Lead creado exitosamente",
+    "updated": "Lead actualizado exitosamente",
+    "deleted": "Lead eliminado exitosamente",
+    "converted": "Lead convertido exitosamente",
+    "assigned": "Lead asignado exitosamente",
+    "notFound": "Lead no encontrado",
+    "error": "Ocurrió un error al procesar el lead"
+  }
+}

package/entities/leads/migrations/001_leads_table.sql

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+-- ============================================================================
+-- Leads Table Migration
+-- CRM theme: Prospective customers before conversion
+-- Updated with team support and RLS
+-- ============================================================================
+
+-- ============================================
+-- ENUM TYPES
+-- ============================================
+DO $$ BEGIN
+  CREATE TYPE lead_source AS ENUM ('web', 'referral', 'cold_call', 'trade_show', 'social_media', 'email', 'advertising', 'partner', 'other');
+EXCEPTION
+  WHEN duplicate_object THEN null;
+END $$;
+
+DO $$ BEGIN
+  CREATE TYPE lead_status AS ENUM ('new', 'contacted', 'qualified', 'proposal', 'negotiation', 'converted', 'lost');
+EXCEPTION
+  WHEN duplicate_object THEN null;
+END $$;
+
+DO $$ BEGIN
+  CREATE TYPE company_size AS ENUM ('1-10', '11-50', '51-200', '201-500', '500+');
+EXCEPTION
+  WHEN duplicate_object THEN null;
+END $$;
+
+-- ============================================
+-- TABLE
+-- ============================================
+CREATE TABLE IF NOT EXISTS "leads" (
+  "id" TEXT PRIMARY KEY DEFAULT gen_random_uuid()::text,
+  
+  -- Contact information
+  "companyName" VARCHAR(255) NOT NULL,
+  "contactName" VARCHAR(255) NOT NULL,
+  "email" VARCHAR(255) NOT NULL,
+  "phone" VARCHAR(50),
+  "website" VARCHAR(500),
+  
+  -- Lead qualification
+  "source" lead_source DEFAULT 'web',
+  "status" lead_status DEFAULT 'new',
+  "score" INTEGER DEFAULT 0 CHECK ("score" >= 0 AND "score" <= 100),
+  "industry" VARCHAR(100),
+  "companySize" company_size,
+  "budget" DECIMAL(15,2),
+  
+  -- Assignment
+  "assignedTo" TEXT REFERENCES "users"("id") ON DELETE SET NULL,
+  
+  -- Conversion tracking
+  "convertedDate" TIMESTAMPTZ,
+  "convertedToContactId" UUID,
+  "convertedToCompanyId" UUID,
+  
+  -- Notes
+  "notes" TEXT,
+  
+  -- Ownership
+  "userId" TEXT NOT NULL REFERENCES "users"("id") ON DELETE CASCADE,
+  "teamId" TEXT NOT NULL REFERENCES "teams"("id") ON DELETE CASCADE,
+  
+  -- Timestamps
+  "createdAt" TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+  "updatedAt" TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+  
+  -- Constraints
+  CONSTRAINT leads_email_team_unique UNIQUE ("teamId", "email")
+);
+
+-- ============================================
+-- INDEXES
+-- ============================================
+CREATE INDEX IF NOT EXISTS "leads_teamId_idx" ON "leads" ("teamId");
+CREATE INDEX IF NOT EXISTS "leads_userId_idx" ON "leads" ("userId");
+CREATE INDEX IF NOT EXISTS "leads_email_idx" ON "leads" ("email");
+CREATE INDEX IF NOT EXISTS "leads_status_idx" ON "leads" ("status");
+CREATE INDEX IF NOT EXISTS "leads_source_idx" ON "leads" ("source");
+CREATE INDEX IF NOT EXISTS "leads_score_idx" ON "leads" ("score" DESC);
+CREATE INDEX IF NOT EXISTS "leads_assignedTo_idx" ON "leads" ("assignedTo");
+CREATE INDEX IF NOT EXISTS "leads_createdAt_idx" ON "leads" ("createdAt" DESC);
+CREATE INDEX IF NOT EXISTS "leads_companyName_idx" ON "leads" ("companyName");
+
+-- ============================================
+-- RLS
+-- ============================================
+ALTER TABLE "leads" ENABLE ROW LEVEL SECURITY;
+
+-- Drop existing policies
+DROP POLICY IF EXISTS "leads_select_policy" ON "leads";
+DROP POLICY IF EXISTS "leads_insert_policy" ON "leads";
+DROP POLICY IF EXISTS "leads_update_policy" ON "leads";
+DROP POLICY IF EXISTS "leads_delete_policy" ON "leads";
+
+-- Policy: Team members can view leads
+CREATE POLICY "leads_select_policy" ON "leads"
+  FOR SELECT
+  USING (
+    "teamId" = ANY(public.get_user_team_ids())
+    OR public.is_superadmin()
+  );
+
+-- Policy: Team members can create leads
+CREATE POLICY "leads_insert_policy" ON "leads"
+  FOR INSERT
+  WITH CHECK (
+    "teamId" = ANY(public.get_user_team_ids())
+  );
+
+-- Policy: Team members can update leads
+CREATE POLICY "leads_update_policy" ON "leads"
+  FOR UPDATE
+  USING (
+    "teamId" = ANY(public.get_user_team_ids())
+    OR public.is_superadmin()
+  );
+
+-- Policy: Team members can delete leads (permission checked at app level)
+CREATE POLICY "leads_delete_policy" ON "leads"
+  FOR DELETE
+  USING (
+    "teamId" = ANY(public.get_user_team_ids())
+    OR public.is_superadmin()
+  );
+
+-- ============================================
+-- TRIGGER updatedAt
+-- ============================================
+CREATE OR REPLACE FUNCTION update_leads_updated_at()
+RETURNS TRIGGER AS $$
+BEGIN
+  NEW."updatedAt" = NOW();
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS leads_updated_at_trigger ON "leads";
+CREATE TRIGGER leads_updated_at_trigger
+  BEFORE UPDATE ON "leads"
+  FOR EACH ROW
+  EXECUTE FUNCTION update_leads_updated_at();
+
+-- ============================================
+-- COMMENTS
+-- ============================================
+COMMENT ON TABLE "leads" IS 'Prospective customers before conversion to contacts/companies';
+COMMENT ON COLUMN "leads"."score" IS 'Lead qualification score from 0 to 100';
+COMMENT ON COLUMN "leads"."convertedToContactId" IS 'Reference to contact created from this lead';
+COMMENT ON COLUMN "leads"."convertedToCompanyId" IS 'Reference to company created from this lead';

package/entities/leads/migrations/002_leads_metas.sql

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+-- Migration: 002_leads_metas.sql
+-- Description: Leads metas (table, indexes, RLS)
+-- Date: 2025-09-27
+
+-- ============================================
+-- TABLE
+-- ============================================
+-- No DROP needed - removed automatically by parent table CASCADE
+CREATE TABLE IF NOT EXISTS public."leads_metas" (
+  id             TEXT PRIMARY KEY DEFAULT gen_random_uuid()::text,
+  "entityId"     TEXT NOT NULL REFERENCES public."leads"(id) ON DELETE CASCADE,
+  "metaKey"      TEXT NOT NULL,
+  "metaValue"    JSONB NOT NULL DEFAULT '{}'::jsonb,
+  "dataType"     TEXT DEFAULT 'json',
+  "isPublic"     BOOLEAN NOT NULL DEFAULT false,
+  "isSearchable" BOOLEAN NOT NULL DEFAULT false,
+  "createdAt"    TIMESTAMPTZ NOT NULL DEFAULT now(),
+  "updatedAt"    TIMESTAMPTZ NOT NULL DEFAULT now(),
+  CONSTRAINT leads_metas_unique_key UNIQUE ("entityId", "metaKey")
+);
+
+COMMENT ON TABLE  public."leads_metas"                   IS 'Leads metadata table - stores additional key-value pairs for leads';
+COMMENT ON COLUMN public."leads_metas"."entityId"        IS 'Generic foreign key to parent lead entity';
+COMMENT ON COLUMN public."leads_metas"."metaKey"         IS 'Metadata key name';
+COMMENT ON COLUMN public."leads_metas"."metaValue"       IS 'Metadata value as JSONB';
+COMMENT ON COLUMN public."leads_metas"."dataType"        IS 'Type hint for the value: json, string, number, boolean';
+COMMENT ON COLUMN public."leads_metas"."isPublic"        IS 'Whether this metadata is publicly readable';
+COMMENT ON COLUMN public."leads_metas"."isSearchable"    IS 'Whether this metadata is searchable';
+
+-- ============================================
+-- TRIGGER updatedAt (uses Better Auth function)
+-- ============================================
+DROP TRIGGER IF EXISTS leads_metas_set_updated_at ON public."leads_metas";
+CREATE TRIGGER leads_metas_set_updated_at
+BEFORE UPDATE ON public."leads_metas"
+FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();
+
+-- ============================================
+-- INDEXES
+-- ============================================
+CREATE INDEX IF NOT EXISTS idx_leads_metas_entity_id         ON public."leads_metas"("entityId");
+CREATE INDEX IF NOT EXISTS idx_leads_metas_key               ON public."leads_metas"("metaKey");
+CREATE INDEX IF NOT EXISTS idx_leads_metas_composite         ON public."leads_metas"("entityId", "metaKey", "isPublic");
+CREATE INDEX IF NOT EXISTS idx_leads_metas_is_public         ON public."leads_metas"("isPublic") WHERE "isPublic" = true;
+CREATE INDEX IF NOT EXISTS idx_leads_metas_is_searchable     ON public."leads_metas"("isSearchable") WHERE "isSearchable" = true;
+CREATE INDEX IF NOT EXISTS idx_leads_metas_searchable_key    ON public."leads_metas"("metaKey") WHERE "isSearchable" = true;
+CREATE INDEX IF NOT EXISTS idx_leads_metas_value_gin         ON public."leads_metas" USING GIN ("metaValue");
+CREATE INDEX IF NOT EXISTS idx_leads_metas_value_ops         ON public."leads_metas" USING GIN ("metaValue" jsonb_path_ops);
+
+-- ============================================
+-- RLS
+-- ============================================
+ALTER TABLE public."leads_metas" ENABLE ROW LEVEL SECURITY;
+
+-- Cleanup existing policies
+DROP POLICY IF EXISTS "Users can view lead metas"     ON public."leads_metas";
+DROP POLICY IF EXISTS "Users can create lead metas"   ON public."leads_metas";
+DROP POLICY IF EXISTS "Users can update lead metas"   ON public."leads_metas";
+DROP POLICY IF EXISTS "Users can delete lead metas"   ON public."leads_metas";
+
+-- ============================
+-- AUTHENTICATED USER POLICIES
+-- ============================
+-- Users can view metas for their own leads or assigned leads
+CREATE POLICY "Users can view lead metas"
+ON public."leads_metas"
+FOR SELECT TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."leads" l
+    WHERE l.id = "entityId"
+      AND (l."userId" = public.get_auth_user_id()
+           OR l."assignedTo" = public.get_auth_user_id())
+  )
+);
+
+-- Users can create metas for their own leads
+CREATE POLICY "Users can create lead metas"
+ON public."leads_metas"
+FOR INSERT TO authenticated
+WITH CHECK (
+  EXISTS (
+    SELECT 1 FROM public."leads" l
+    WHERE l.id = "entityId"
+      AND l."userId" = public.get_auth_user_id()
+  )
+);
+
+-- Users can update metas for their own leads or assigned leads
+CREATE POLICY "Users can update lead metas"
+ON public."leads_metas"
+FOR UPDATE TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."leads" l
+    WHERE l.id = "entityId"
+      AND (l."userId" = public.get_auth_user_id()
+           OR l."assignedTo" = public.get_auth_user_id())
+  )
+)
+WITH CHECK (
+  EXISTS (
+    SELECT 1 FROM public."leads" l
+    WHERE l.id = "entityId"
+      AND (l."userId" = public.get_auth_user_id()
+           OR l."assignedTo" = public.get_auth_user_id())
+  )
+);
+
+-- Users can delete metas for their own leads
+CREATE POLICY "Users can delete lead metas"
+ON public."leads_metas"
+FOR DELETE TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."leads" l
+    WHERE l.id = "entityId"
+      AND l."userId" = public.get_auth_user_id()
+  )
+);