@nextsparkjs/theme-crm 0.1.0-beta.1

package/entities/pipelines/messages/en.json

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+{
+  "entity": {
+    "name": "Pipeline",
+    "plural": "Pipelines",
+    "description": "Manage sales pipelines and stages"
+  },
+  "fields": {
+    "name": {
+      "label": "Pipeline Name",
+      "description": "Pipeline name or title",
+      "placeholder": "Enter pipeline name..."
+    },
+    "description": {
+      "label": "Description",
+      "description": "Pipeline description",
+      "placeholder": "Enter description..."
+    },
+    "type": {
+      "label": "Pipeline Type",
+      "description": "Type of pipeline",
+      "placeholder": "Select type..."
+    },
+    "isDefault": {
+      "label": "Default Pipeline",
+      "description": "Whether this is the default pipeline"
+    },
+    "isActive": {
+      "label": "Active",
+      "description": "Whether pipeline is active"
+    },
+    "stages": {
+      "label": "Stages",
+      "description": "Pipeline stages configuration"
+    },
+    "conversion": {
+      "label": "Conversion Rate (%)",
+      "description": "Overall conversion rate",
+      "placeholder": "0.00"
+    },
+    "averageDealSize": {
+      "label": "Average Deal Size",
+      "description": "Average deal size in pipeline",
+      "placeholder": "0.00"
+    },
+    "averageCycleTime": {
+      "label": "Average Cycle Time (days)",
+      "description": "Average time to close deals",
+      "placeholder": "0"
+    },
+    "totalValue": {
+      "label": "Total Pipeline Value",
+      "description": "Total value of opportunities"
+    },
+    "totalOpportunities": {
+      "label": "Total Opportunities",
+      "description": "Number of opportunities in pipeline"
+    },
+    "winRate": {
+      "label": "Win Rate (%)",
+      "description": "Pipeline win rate percentage",
+      "placeholder": "0.00"
+    },
+    "createdBy": {
+      "label": "Created By",
+      "description": "User who created the pipeline",
+      "placeholder": "Select user..."
+    },
+    "assignedTo": {
+      "label": "Pipeline Owner",
+      "description": "User managing this pipeline",
+      "placeholder": "Select user..."
+    },
+    "createdAt": {
+      "label": "Created At",
+      "description": "When the pipeline was created"
+    },
+    "updatedAt": {
+      "label": "Updated At",
+      "description": "When the pipeline was last updated"
+    }
+  },
+  "options": {
+    "type": {
+      "sales": "Sales Pipeline",
+      "marketing": "Marketing Pipeline",
+      "support": "Support Pipeline",
+      "project": "Project Pipeline",
+      "recruitment": "Recruitment Pipeline",
+      "custom": "Custom Pipeline"
+    }
+  },
+  "actions": {
+    "create": "Create Pipeline",
+    "edit": "Edit Pipeline",
+    "delete": "Delete Pipeline",
+    "view": "View Pipeline",
+    "list": "List Pipelines",
+    "duplicate": "Duplicate Pipeline",
+    "activate": "Activate Pipeline",
+    "deactivate": "Deactivate Pipeline",
+    "setDefault": "Set as Default",
+    "reorder": "Reorder Stages"
+  },
+  "messages": {
+    "created": "Pipeline created successfully",
+    "updated": "Pipeline updated successfully",
+    "deleted": "Pipeline deleted successfully",
+    "activated": "Pipeline activated successfully",
+    "deactivated": "Pipeline deactivated successfully",
+    "setAsDefault": "Pipeline set as default successfully",
+    "stagesReordered": "Pipeline stages reordered successfully",
+    "notFound": "Pipeline not found",
+    "error": "An error occurred while processing the pipeline"
+  }
+}

package/entities/pipelines/messages/es.json

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+{
+  "entity": {
+    "name": "Pipeline",
+    "plural": "Pipelines",
+    "description": "Gestiona pipelines de ventas y etapas"
+  },
+  "fields": {
+    "name": {
+      "label": "Nombre del Pipeline",
+      "description": "Nombre o título del pipeline",
+      "placeholder": "Ingrese nombre..."
+    },
+    "description": {
+      "label": "Descripción",
+      "description": "Descripción del pipeline",
+      "placeholder": "Ingrese descripción..."
+    },
+    "type": {
+      "label": "Tipo",
+      "description": "Tipo de pipeline",
+      "placeholder": "Seleccionar tipo..."
+    },
+    "isDefault": {
+      "label": "Pipeline por Defecto",
+      "description": "Si es el pipeline por defecto"
+    },
+    "isActive": {
+      "label": "Activo",
+      "description": "Si el pipeline está activo"
+    },
+    "stages": {
+      "label": "Etapas",
+      "description": "Configuración de etapas"
+    },
+    "conversion": {
+      "label": "Tasa de Conversión (%)",
+      "description": "Tasa de conversión general",
+      "placeholder": "0.00"
+    },
+    "averageDealSize": {
+      "label": "Tamaño Promedio de Trato",
+      "description": "Tamaño promedio de trato",
+      "placeholder": "0.00"
+    },
+    "averageCycleTime": {
+      "label": "Tiempo Promedio (días)",
+      "description": "Tiempo promedio para cerrar",
+      "placeholder": "0"
+    },
+    "totalValue": {
+      "label": "Valor Total",
+      "description": "Valor total de oportunidades"
+    },
+    "totalOpportunities": {
+      "label": "Total de Oportunidades",
+      "description": "Número de oportunidades"
+    },
+    "winRate": {
+      "label": "Tasa de Éxito (%)",
+      "description": "Porcentaje de éxito",
+      "placeholder": "0.00"
+    },
+    "createdBy": {
+      "label": "Creado por",
+      "description": "Usuario que creó el pipeline",
+      "placeholder": "Seleccionar usuario..."
+    },
+    "assignedTo": {
+      "label": "Responsable",
+      "description": "Usuario responsable",
+      "placeholder": "Seleccionar usuario..."
+    },
+    "createdAt": {
+      "label": "Creado el",
+      "description": "Cuándo se creó el pipeline"
+    },
+    "updatedAt": {
+      "label": "Actualizado el",
+      "description": "Cuándo se actualizó por última vez"
+    }
+  },
+  "options": {
+    "type": {
+      "sales": "Pipeline de Ventas",
+      "marketing": "Pipeline de Marketing",
+      "support": "Pipeline de Soporte",
+      "project": "Pipeline de Proyectos",
+      "recruitment": "Pipeline de Reclutamiento",
+      "custom": "Pipeline Personalizado"
+    }
+  },
+  "actions": {
+    "create": "Crear Pipeline",
+    "edit": "Editar Pipeline",
+    "delete": "Eliminar Pipeline",
+    "view": "Ver Pipeline",
+    "list": "Listar Pipelines",
+    "duplicate": "Duplicar Pipeline",
+    "activate": "Activar Pipeline",
+    "deactivate": "Desactivar Pipeline",
+    "setDefault": "Establecer por Defecto",
+    "reorder": "Reordenar Etapas"
+  },
+  "messages": {
+    "created": "Pipeline creado exitosamente",
+    "updated": "Pipeline actualizado exitosamente",
+    "deleted": "Pipeline eliminado exitosamente",
+    "activated": "Pipeline activado exitosamente",
+    "deactivated": "Pipeline desactivado exitosamente",
+    "setAsDefault": "Pipeline establecido como predeterminado",
+    "stagesReordered": "Etapas reordenadas exitosamente",
+    "notFound": "Pipeline no encontrado",
+    "error": "Error al procesar el pipeline"
+  }
+}

package/entities/pipelines/migrations/001_pipelines_table.sql

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+-- ============================================================================
+-- Pipelines Table Migration
+-- CRM theme: Sales pipelines with stages
+-- Updated with team support and RLS
+-- ============================================================================
+
+-- ============================================
+-- ENUM TYPES
+-- ============================================
+DO $$ BEGIN
+  CREATE TYPE pipeline_type AS ENUM ('sales', 'support', 'project', 'custom');
+EXCEPTION
+  WHEN duplicate_object THEN null;
+END $$;
+
+-- ============================================
+-- TABLE
+-- ============================================
+CREATE TABLE IF NOT EXISTS "pipelines" (
+  "id" TEXT PRIMARY KEY DEFAULT gen_random_uuid()::text,
+  
+  -- Pipeline info
+  "name" VARCHAR(255) NOT NULL,
+  "description" TEXT,
+  "type" pipeline_type DEFAULT 'sales',
+  "isDefault" BOOLEAN DEFAULT false,
+  "isActive" BOOLEAN DEFAULT true,
+  
+  -- Stages as JSONB
+  -- Example: [{"order": 1, "name": "Qualification", "probability": 10, "color": "#3B82F6"}]
+  "stages" JSONB NOT NULL DEFAULT '[
+    {"order": 1, "name": "Qualification", "probability": 10, "color": "#3B82F6"},
+    {"order": 2, "name": "Needs Analysis", "probability": 25, "color": "#10B981"},
+    {"order": 3, "name": "Proposal", "probability": 50, "color": "#F59E0B"},
+    {"order": 4, "name": "Negotiation", "probability": 75, "color": "#8B5CF6"},
+    {"order": 5, "name": "Closed Won", "probability": 100, "color": "#059669"},
+    {"order": 6, "name": "Closed Lost", "probability": 0, "color": "#EF4444"}
+  ]',
+  
+  -- Deal rotten days
+  "dealRottenDays" INTEGER DEFAULT 30,
+  
+  -- 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()
+);
+
+-- ============================================
+-- INDEXES
+-- ============================================
+CREATE INDEX IF NOT EXISTS "pipelines_teamId_idx" ON "pipelines" ("teamId");
+CREATE INDEX IF NOT EXISTS "pipelines_userId_idx" ON "pipelines" ("userId");
+CREATE INDEX IF NOT EXISTS "pipelines_isDefault_idx" ON "pipelines" ("teamId", "isDefault") WHERE "isDefault" = true;
+CREATE INDEX IF NOT EXISTS "pipelines_isActive_idx" ON "pipelines" ("isActive") WHERE "isActive" = true;
+CREATE INDEX IF NOT EXISTS "pipelines_stages_idx" ON "pipelines" USING GIN ("stages");
+
+-- ============================================
+-- RLS
+-- ============================================
+ALTER TABLE "pipelines" ENABLE ROW LEVEL SECURITY;
+
+DROP POLICY IF EXISTS "pipelines_select_policy" ON "pipelines";
+DROP POLICY IF EXISTS "pipelines_insert_policy" ON "pipelines";
+DROP POLICY IF EXISTS "pipelines_update_policy" ON "pipelines";
+DROP POLICY IF EXISTS "pipelines_delete_policy" ON "pipelines";
+
+CREATE POLICY "pipelines_select_policy" ON "pipelines"
+  FOR SELECT
+  USING ("teamId" = ANY(public.get_user_team_ids()) OR public.is_superadmin());
+
+CREATE POLICY "pipelines_insert_policy" ON "pipelines"
+  FOR INSERT
+  WITH CHECK ("teamId" = ANY(public.get_user_team_ids()));
+
+CREATE POLICY "pipelines_update_policy" ON "pipelines"
+  FOR UPDATE
+  USING ("teamId" = ANY(public.get_user_team_ids()) OR public.is_superadmin());
+
+CREATE POLICY "pipelines_delete_policy" ON "pipelines"
+  FOR DELETE
+  USING ("teamId" = ANY(public.get_user_team_ids()) OR public.is_superadmin());
+
+-- ============================================
+-- TRIGGER updatedAt
+-- ============================================
+CREATE OR REPLACE FUNCTION update_pipelines_updated_at()
+RETURNS TRIGGER AS $$
+BEGIN
+  NEW."updatedAt" = NOW();
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS pipelines_updated_at_trigger ON "pipelines";
+CREATE TRIGGER pipelines_updated_at_trigger
+  BEFORE UPDATE ON "pipelines"
+  FOR EACH ROW
+  EXECUTE FUNCTION update_pipelines_updated_at();
+
+COMMENT ON TABLE "pipelines" IS 'Sales pipelines with stages';
+COMMENT ON COLUMN "pipelines"."stages" IS 'JSONB array of pipeline stages with order, name, probability, color';
+COMMENT ON COLUMN "pipelines"."dealRottenDays" IS 'Days until a deal is considered stale';

package/entities/pipelines/migrations/002_pipelines_metas.sql

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+-- Migration: 002_pipelines_metas.sql
+-- Description: Contacts metas (table, indexes, RLS)
+-- Date: 2025-09-27
+
+-- ============================================
+-- TABLE
+-- ============================================
+-- No DROP needed - removed automatically by parent table CASCADE
+CREATE TABLE IF NOT EXISTS public."pipelines_metas" (
+  id             TEXT PRIMARY KEY DEFAULT gen_random_uuid()::text,
+  "entityId"     TEXT NOT NULL REFERENCES public."pipelines"(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 pipelines_metas_unique_key UNIQUE ("entityId", "metaKey")
+);
+
+COMMENT ON TABLE  public."pipelines_metas"                   IS 'Contacts metadata table - stores additional key-value pairs for pipelines';
+COMMENT ON COLUMN public."pipelines_metas"."entityId"        IS 'Generic foreign key to parent pipeline entity';
+COMMENT ON COLUMN public."pipelines_metas"."metaKey"         IS 'Metadata key name';
+COMMENT ON COLUMN public."pipelines_metas"."metaValue"       IS 'Metadata value as JSONB';
+COMMENT ON COLUMN public."pipelines_metas"."dataType"        IS 'Type hint for the value: json, string, number, boolean';
+COMMENT ON COLUMN public."pipelines_metas"."isPublic"        IS 'Whether this metadata is publicly readable';
+COMMENT ON COLUMN public."pipelines_metas"."isSearchable"    IS 'Whether this metadata is searchable';
+
+-- ============================================
+-- TRIGGER updatedAt (uses Better Auth function)
+-- ============================================
+DROP TRIGGER IF EXISTS pipelines_metas_set_updated_at ON public."pipelines_metas";
+CREATE TRIGGER pipelines_metas_set_updated_at
+BEFORE UPDATE ON public."pipelines_metas"
+FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();
+
+-- ============================================
+-- INDEXES
+-- ============================================
+CREATE INDEX IF NOT EXISTS idx_pipelines_metas_entity_id         ON public."pipelines_metas"("entityId");
+CREATE INDEX IF NOT EXISTS idx_pipelines_metas_key               ON public."pipelines_metas"("metaKey");
+CREATE INDEX IF NOT EXISTS idx_pipelines_metas_composite         ON public."pipelines_metas"("entityId", "metaKey", "isPublic");
+CREATE INDEX IF NOT EXISTS idx_pipelines_metas_is_public         ON public."pipelines_metas"("isPublic") WHERE "isPublic" = true;
+CREATE INDEX IF NOT EXISTS idx_pipelines_metas_is_searchable     ON public."pipelines_metas"("isSearchable") WHERE "isSearchable" = true;
+CREATE INDEX IF NOT EXISTS idx_pipelines_metas_searchable_key    ON public."pipelines_metas"("metaKey") WHERE "isSearchable" = true;
+CREATE INDEX IF NOT EXISTS idx_pipelines_metas_value_gin         ON public."pipelines_metas" USING GIN ("metaValue");
+CREATE INDEX IF NOT EXISTS idx_pipelines_metas_value_ops         ON public."pipelines_metas" USING GIN ("metaValue" jsonb_path_ops);
+
+-- ============================================
+-- RLS
+-- ============================================
+ALTER TABLE public."pipelines_metas" ENABLE ROW LEVEL SECURITY;
+
+-- Cleanup existing policies
+DROP POLICY IF EXISTS "Users can view pipeline metas"     ON public."pipelines_metas";
+DROP POLICY IF EXISTS "Users can create pipeline metas"   ON public."pipelines_metas";
+DROP POLICY IF EXISTS "Users can update pipeline metas"   ON public."pipelines_metas";
+DROP POLICY IF EXISTS "Users can delete pipeline metas"   ON public."pipelines_metas";
+
+-- ============================
+-- AUTHENTICATED USER POLICIES
+-- ============================
+-- Inherit permissions from parent entity
+CREATE POLICY "Users can view pipeline metas"
+ON public."pipelines_metas"
+FOR SELECT TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."pipelines" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);
+
+CREATE POLICY "Users can create pipeline metas"
+ON public."pipelines_metas"
+FOR INSERT TO authenticated
+WITH CHECK (
+  EXISTS (
+    SELECT 1 FROM public."pipelines" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);
+
+CREATE POLICY "Users can update pipeline metas"
+ON public."pipelines_metas"
+FOR UPDATE TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."pipelines" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+)
+WITH CHECK (
+  EXISTS (
+    SELECT 1 FROM public."pipelines" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);
+
+CREATE POLICY "Users can delete pipeline metas"
+ON public."pipelines_metas"
+FOR DELETE TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."pipelines" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);

package/entities/pipelines/migrations/003_pipelines_sample_data.sql

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+-- ============================================================================
+-- Sample data for pipelines table - CRM Theme
+-- Aligned with schema in 001_pipelines_table.sql
+-- Uses users from 999_theme_sample_data.sql
+-- NOTE: IDs are valid UUIDs because opportunities.pipelineId is UUID type
+-- ============================================================================
+
+-- Clean existing pipelines data
+DELETE FROM "pipelines" WHERE "teamId" = 'team-crm-company';
+
+INSERT INTO "pipelines" (
+  id,
+  name,
+  description,
+  type,
+  "isDefault",
+  "isActive",
+  stages,
+  "dealRottenDays",
+  "userId",
+  "teamId",
+  "createdAt",
+  "updatedAt"
+) VALUES
+-- Main Sales Pipeline (Default)
+(
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'Main Sales Pipeline',
+  'Primary sales pipeline for all standard opportunities',
+  'sales',
+  true,
+  true,
+  '[
+    {"id": "stage_001", "name": "Lead", "order": 1, "probability": 10, "color": "#e3f2fd"},
+    {"id": "stage_002", "name": "Qualified", "order": 2, "probability": 25, "color": "#bbdefb"},
+    {"id": "stage_003", "name": "Proposal", "order": 3, "probability": 50, "color": "#90caf9"},
+    {"id": "stage_004", "name": "Negotiation", "order": 4, "probability": 75, "color": "#64b5f6"},
+    {"id": "stage_005", "name": "Closed Won", "order": 5, "probability": 100, "color": "#4caf50"},
+    {"id": "stage_006", "name": "Closed Lost", "order": 6, "probability": 0, "color": "#f44336"}
+  ]'::jsonb,
+  30,
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '90 days',
+  NOW() - INTERVAL '30 days'
+),
+-- Enterprise Sales Pipeline
+(
+  'cf7f1f00-0002-4000-8000-000000000002',
+  'Enterprise Sales Pipeline',
+  'Specialized pipeline for large enterprise deals with extended sales cycles',
+  'sales',
+  false,
+  true,
+  '[
+    {"id": "stage_007", "name": "Discovery", "order": 1, "probability": 5, "color": "#f3e5f5"},
+    {"id": "stage_008", "name": "Technical Evaluation", "order": 2, "probability": 15, "color": "#e1bee7"},
+    {"id": "stage_009", "name": "Business Case", "order": 3, "probability": 30, "color": "#ce93d8"},
+    {"id": "stage_010", "name": "Procurement", "order": 4, "probability": 60, "color": "#ba68c8"},
+    {"id": "stage_011", "name": "Legal Review", "order": 5, "probability": 80, "color": "#ab47bc"},
+    {"id": "stage_012", "name": "Closed Won", "order": 6, "probability": 100, "color": "#4caf50"},
+    {"id": "stage_013", "name": "Closed Lost", "order": 7, "probability": 0, "color": "#f44336"}
+  ]'::jsonb,
+  45,
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '60 days',
+  NOW() - INTERVAL '15 days'
+),
+-- Small Business Pipeline
+(
+  'cf7f1f00-0003-4000-8000-000000000003',
+  'Small Business Pipeline',
+  'Pipeline for small business leads with faster sales cycle',
+  'sales',
+  false,
+  true,
+  '[
+    {"id": "stage_014", "name": "MQL", "order": 1, "probability": 10, "color": "#fff3e0"},
+    {"id": "stage_015", "name": "Nurturing", "order": 2, "probability": 20, "color": "#ffe0b2"},
+    {"id": "stage_016", "name": "Engaged", "order": 3, "probability": 40, "color": "#ffcc80"},
+    {"id": "stage_017", "name": "Sales Ready", "order": 4, "probability": 70, "color": "#ffb300"},
+    {"id": "stage_018", "name": "Converted", "order": 5, "probability": 100, "color": "#4caf50"},
+    {"id": "stage_019", "name": "Disqualified", "order": 6, "probability": 0, "color": "#f44336"}
+  ]'::jsonb,
+  21,
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '30 days',
+  NOW() - INTERVAL '5 days'
+);

package/entities/pipelines/pipelines.config.ts

@@ -0,0 +1,62 @@
+/**
+ * Pipelines Entity Configuration - CRM
+ *
+ * Sales pipelines with stages.
+ * Updated with team support and granular permissions.
+ * Only owner can manage pipelines.
+ */
+
+import { GitBranch } from 'lucide-react'
+import type { EntityConfig } from '@nextsparkjs/core/lib/entities/types'
+import { pipelinesFields } from './pipelines.fields'
+
+export const pipelinesEntityConfig: EntityConfig = {
+  // ==========================================
+  // 1. BASIC IDENTIFICATION
+  // ==========================================
+  slug: 'pipelines',
+  enabled: true,
+  names: {
+    singular: 'pipeline',
+    plural: 'Pipelines'
+  },
+  icon: GitBranch,
+
+  // ==========================================
+  // 2. ACCESS AND SCOPE CONFIGURATION
+  // ==========================================
+  access: {
+    public: false,
+    api: true,
+    metadata: false,
+    shared: true
+  },
+
+  // ==========================================
+  // 3. UI/UX FEATURES
+  // ==========================================
+  ui: {
+    dashboard: {
+      showInMenu: false,  // Accessed via settings
+      showInTopbar: false
+    },
+    public: {
+      hasArchivePage: false,
+      hasSinglePage: false
+    },
+    features: {
+      searchable: false,
+      sortable: true,
+      filterable: false,
+      bulkOperations: false,
+      importExport: false
+    }
+  },
+
+  // ==========================================
+  // FIELDS
+  // ==========================================
+  fields: pipelinesFields,
+}
+
+export default pipelinesEntityConfig