@nextsparkjs/theme-crm 0.1.0-beta.1

package/entities/opportunities/opportunities.config.ts

@@ -0,0 +1,61 @@
+/**
+ * Opportunities Entity Configuration - CRM
+ *
+ * Sales opportunities in the pipeline.
+ * Updated with team support and granular permissions.
+ */
+
+import { TrendingUp } from 'lucide-react'
+import type { EntityConfig } from '@nextsparkjs/core/lib/entities/types'
+import { opportunitiesFields } from './opportunities.fields'
+
+export const opportunitiesEntityConfig: EntityConfig = {
+  // ==========================================
+  // 1. BASIC IDENTIFICATION
+  // ==========================================
+  slug: 'opportunities',
+  enabled: true,
+  names: {
+    singular: 'opportunity',
+    plural: 'Opportunities'
+  },
+  icon: TrendingUp,
+
+  // ==========================================
+  // 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: opportunitiesFields,
+}
+
+export default opportunitiesEntityConfig

package/entities/opportunities/opportunities.fields.ts

@@ -0,0 +1,416 @@
+/**
+ * Opportunities Entity Fields Configuration
+ *
+ * Separated from main config according to new refactoring plan.
+ * Contains all field definitions for the opportunities entity.
+ */
+
+import type { EntityField } from '@nextsparkjs/core/lib/entities/types'
+
+export const opportunitiesFields: EntityField[] = [
+  {
+    name: 'name',
+    type: 'text',
+    required: true,
+    display: {
+      label: 'Opportunity Name',
+      description: 'Opportunity name or title',
+      placeholder: 'Enter opportunity name...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 1,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: true,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'companyId',
+    type: 'relation',
+    required: true,
+    relation: {
+      entity: 'companies',
+      titleField: 'name',
+    },
+    display: {
+      label: 'Company',
+      description: 'Company this opportunity belongs to',
+      placeholder: 'Select company...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 2,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'contactId',
+    type: 'relation',
+    required: false,
+    relation: {
+      entity: 'contacts',
+      titleField: 'firstName',
+    },
+    display: {
+      label: 'Primary Contact',
+      description: 'Primary contact for this opportunity',
+      placeholder: 'Select contact...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 3,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'pipelineId',
+    type: 'relation',
+    required: true,
+    relation: {
+      entity: 'pipelines',
+      titleField: 'name',
+    },
+    display: {
+      label: 'Pipeline',
+      description: 'Pipeline this opportunity is in',
+      placeholder: 'Select pipeline...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 4,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'stageId',
+    type: 'text',
+    required: true,
+    display: {
+      label: 'Stage',
+      description: 'Current stage in pipeline',
+      placeholder: 'Stage ID from pipeline',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 5,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'amount',
+    type: 'number',
+    required: true,
+    display: {
+      label: 'Deal Amount',
+      description: 'Deal amount value',
+      placeholder: '0.00',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 6,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'currency',
+    type: 'select',
+    required: false,
+    options: [
+      { value: 'USD', label: 'US Dollar' },
+      { value: 'EUR', label: 'Euro' },
+      { value: 'GBP', label: 'British Pound' },
+      { value: 'MXN', label: 'Mexican Peso' },
+      { value: 'CAD', label: 'Canadian Dollar' },
+      { value: 'AUD', label: 'Australian Dollar' },
+      { value: 'JPY', label: 'Japanese Yen' },
+      { value: 'CNY', label: 'Chinese Yuan' },
+      { value: 'INR', label: 'Indian Rupee' },
+      { value: 'BRL', label: 'Brazilian Real' },
+    ],
+    display: {
+      label: 'Currency',
+      description: 'Currency code for amount',
+      placeholder: 'Select currency...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 7,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'probability',
+    type: 'number',
+    required: false,
+    display: {
+      label: 'Win Probability (%)',
+      description: 'Win probability percentage',
+      placeholder: '0',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 8,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'expectedRevenue',
+    type: 'number',
+    required: false,
+    display: {
+      label: 'Expected Revenue',
+      description: 'Calculated expected revenue',
+      showInList: true,
+      showInDetail: true,
+      showInForm: false,
+      order: 9,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: true,
+    },
+  },
+  {
+    name: 'closeDate',
+    type: 'date',
+    required: true,
+    display: {
+      label: 'Expected Close Date',
+      description: 'Expected or actual close date',
+      placeholder: 'Select date...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 10,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'type',
+    type: 'select',
+    required: false,
+    options: [
+      { value: 'new_business', label: 'New Business' },
+      { value: 'existing_business', label: 'Existing Business' },
+      { value: 'renewal', label: 'Renewal' },
+      { value: 'upgrade', label: 'Upgrade' },
+      { value: 'downgrade', label: 'Downgrade' },
+    ],
+    display: {
+      label: 'Opportunity Type',
+      description: 'Type of opportunity',
+      placeholder: 'Select type...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 11,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'source',
+    type: 'select',
+    required: false,
+    options: [
+      { value: 'web', label: 'Website' },
+      { value: 'referral', label: 'Referral' },
+      { value: 'cold_call', label: 'Cold Call' },
+      { value: 'trade_show', label: 'Trade Show' },
+      { value: 'social_media', label: 'Social Media' },
+      { value: 'email', label: 'Email' },
+      { value: 'advertising', label: 'Advertising' },
+      { value: 'partner', label: 'Partner' },
+      { value: 'other', label: 'Other' },
+    ],
+    display: {
+      label: 'Source',
+      description: 'Source of the opportunity',
+      placeholder: 'Select source...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 12,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'competitor',
+    type: 'text',
+    required: false,
+    display: {
+      label: 'Main Competitor',
+      description: 'Main competitor for this deal',
+      placeholder: 'Enter competitor...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 13,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: true,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'status',
+    type: 'select',
+    required: false,
+    options: [
+      { value: 'open', label: 'Open' },
+      { value: 'won', label: 'Won' },
+      { value: 'lost', label: 'Lost' },
+      { value: 'abandoned', label: 'Abandoned' },
+    ],
+    display: {
+      label: 'Status',
+      description: 'Current opportunity status',
+      placeholder: 'Select status...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 14,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'lostReason',
+    type: 'text',
+    required: false,
+    display: {
+      label: 'Lost Reason',
+      description: 'Reason if opportunity was lost',
+      placeholder: 'Enter reason...',
+      showInList: false,
+      showInDetail: true,
+      showInForm: true,
+      order: 15,
+      columnWidth: 6,
+    },
+    api: {
+      searchable: true,
+      sortable: false,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'assignedTo',
+    type: 'user',
+    required: false,
+    display: {
+      label: 'Assigned To',
+      description: 'Sales rep assigned to opportunity',
+      placeholder: 'Select user...',
+      showInList: true,
+      showInDetail: true,
+      showInForm: true,
+      order: 16,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: false,
+    },
+  },
+  {
+    name: 'createdAt',
+    type: 'datetime',
+    required: false,
+    display: {
+      label: 'Created At',
+      description: 'When the opportunity 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 opportunity was last updated',
+      showInList: false,
+      showInDetail: true,
+      showInForm: false,
+      order: 99,
+      columnWidth: 4,
+    },
+    api: {
+      searchable: false,
+      sortable: true,
+      readOnly: true,
+    },
+  },
+]