@nextsparkjs/theme-crm 0.1.0-beta.1

package/entities/activities/migrations/022_activities_sample_data.sql

@@ -0,0 +1,420 @@
+-- ============================================================================
+-- Sample data for activities table - CRM Theme
+-- Aligned with schema in 001_activities_table.sql
+-- Uses users from 999_theme_sample_data.sql
+-- References leads, contacts, companies, opportunities from their sample data
+-- ============================================================================
+
+-- Clean existing activities data
+DELETE FROM "activities" WHERE "teamId" = 'team-crm-company';
+
+INSERT INTO "activities" (
+  id,
+  type,
+  subject,
+  description,
+  status,
+  priority,
+  "dueDate",
+  "completedAt",
+  duration,
+  outcome,
+  location,
+  "contactId",
+  "companyId",
+  "opportunityId",
+  "assignedTo",
+  "userId",
+  "teamId",
+  "createdAt",
+  "updatedAt"
+) VALUES
+-- Call Activities
+(
+  'act-crm-001',
+  'call',
+  'Initial Discovery Call with Amanda Davis',
+  'First contact call to understand CEO needs at TechnoSoft Solutions. Discussed current pain points with their existing system and timeline for new CRM implementation.',
+  'completed',
+  'high',
+  NOW() - INTERVAL '3 days',
+  NOW() - INTERVAL '3 days',
+  45,
+  'Successful - Very interested in enterprise solution',
+  NULL,
+  'contact-crm-001',
+  'company-crm-001',
+  NULL,
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '5 days',
+  NOW() - INTERVAL '3 days'
+),
+(
+  'act-crm-002',
+  'call',
+  'Technical Requirements Call with Dr. Martinez',
+  'Detailed discussion about HIPAA compliance requirements and data security measures needed for healthcare implementation.',
+  'completed',
+  'high',
+  NOW() - INTERVAL '1 day',
+  NOW() - INTERVAL '1 day',
+  75,
+  'Successful - Needs security documentation',
+  NULL,
+  'contact-crm-006',
+  'company-crm-003',
+  NULL,
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '3 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'act-crm-003',
+  'call',
+  'Startup Package Discussion with StartupTech',
+  'Discuss startup-friendly pricing and phased implementation approach for growing company needs.',
+  'scheduled',
+  'high',
+  NOW() + INTERVAL '1 day',
+  NULL,
+  45,
+  NULL,
+  NULL,
+  'contact-crm-014',
+  'company-crm-007',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '1 day',
+  NOW() - INTERVAL '1 day'
+),
+
+-- Email Activities
+(
+  'act-crm-004',
+  'email',
+  'Follow-up Email to John Patterson',
+  'Sent detailed proposal and pricing information for enterprise CRM solution. Included case studies from similar manufacturing companies.',
+  'completed',
+  'high',
+  NOW() - INTERVAL '2 days',
+  NOW() - INTERVAL '1 day',
+  30,
+  'Successful - Proposal received positively',
+  NULL,
+  'contact-crm-004',
+  'company-crm-002',
+  'opp-crm-003',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '3 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'act-crm-005',
+  'email',
+  'Security Assessment Results to Elizabeth Taylor',
+  'Shared comprehensive security assessment results and compliance documentation required for FinanceFirst implementation.',
+  'completed',
+  'high',
+  NOW() - INTERVAL '5 days',
+  NOW() - INTERVAL '5 days',
+  45,
+  'Successful - Moved to technical review',
+  NULL,
+  'contact-crm-008',
+  'company-crm-004',
+  'opp-crm-007',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '8 days',
+  NOW() - INTERVAL '5 days'
+),
+
+-- Meeting Activities
+(
+  'act-crm-006',
+  'meeting',
+  'Quarterly Business Review with Amanda Davis',
+  'Regular QBR to discuss CRM performance, new feature requests, and expansion opportunities at TechnoSoft Solutions.',
+  'completed',
+  'medium',
+  NOW() - INTERVAL '7 days',
+  NOW() - INTERVAL '7 days',
+  90,
+  'Successful - Expansion opportunity identified',
+  'TechnoSoft HQ, San Francisco',
+  'contact-crm-001',
+  'company-crm-001',
+  NULL,
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '10 days',
+  NOW() - INTERVAL '7 days'
+),
+(
+  'act-crm-007',
+  'meeting',
+  'Implementation Kickoff with Global Manufacturing',
+  'Project kickoff meeting to establish timeline, roles, and data migration plan for enterprise CRM implementation.',
+  'completed',
+  'high',
+  NOW() - INTERVAL '10 days',
+  NOW() - INTERVAL '10 days',
+  120,
+  'Successful - Project plan approved',
+  'Global Manufacturing HQ, Detroit',
+  'contact-crm-004',
+  'company-crm-002',
+  'opp-crm-003',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '15 days',
+  NOW() - INTERVAL '10 days'
+),
+(
+  'act-crm-008',
+  'meeting',
+  'Training Session Planning for FinanceFirst',
+  'Planning session for comprehensive user training program including role-based training modules and certification process.',
+  'scheduled',
+  'medium',
+  NOW() + INTERVAL '7 days',
+  NULL,
+  120,
+  NULL,
+  'FinanceFirst Tower, New York',
+  'contact-crm-008',
+  'company-crm-004',
+  'opp-crm-007',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '3 days',
+  NOW() - INTERVAL '1 day'
+),
+
+-- Demo Activities
+(
+  'act-crm-009',
+  'demo',
+  'Demo Presentation for Patricia Martinez',
+  'Scheduled product demonstration focusing on healthcare compliance features and integration capabilities with existing systems.',
+  'scheduled',
+  'high',
+  NOW() + INTERVAL '2 days',
+  NULL,
+  60,
+  NULL,
+  'Virtual - Zoom',
+  'contact-crm-006',
+  'company-crm-003',
+  'opp-crm-005',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '1 day',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'act-crm-010',
+  'demo',
+  'Product Demo for Maria Gonzalez',
+  'Customized demo focusing on educational features, student data management, and parent communication tools.',
+  'scheduled',
+  'medium',
+  NOW() + INTERVAL '1 day',
+  NULL,
+  60,
+  NULL,
+  'Virtual - Teams',
+  'contact-crm-010',
+  'company-crm-005',
+  'opp-crm-008',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '2 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'act-crm-011',
+  'demo',
+  'Educational CRM Demo for EduTech',
+  'Customized demonstration showing student lifecycle management, parent communication, and academic tracking features.',
+  'scheduled',
+  'medium',
+  NOW() + INTERVAL '3 days',
+  NULL,
+  90,
+  NULL,
+  'Virtual - Google Meet',
+  'contact-crm-010',
+  'company-crm-005',
+  'opp-crm-008',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '2 days',
+  NOW() - INTERVAL '1 day'
+),
+
+-- Task Activities
+(
+  'act-crm-012',
+  'task',
+  'Prepare Custom Proposal for Healthcare Innovations',
+  'Create customized proposal addressing healthcare specific needs including HIPAA compliance and EMR integration.',
+  'in_progress',
+  'high',
+  NOW() + INTERVAL '3 days',
+  NULL,
+  120,
+  NULL,
+  NULL,
+  NULL,
+  'company-crm-003',
+  'opp-crm-005',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '2 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'act-crm-013',
+  'task',
+  'Contract Renewal Preparation for TechnoSoft',
+  'Prepare renewal proposal with additional modules and expansion options based on current usage and growth projections.',
+  'in_progress',
+  'high',
+  NOW() + INTERVAL '15 days',
+  NULL,
+  180,
+  NULL,
+  NULL,
+  NULL,
+  'company-crm-001',
+  'opp-crm-001',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '5 days',
+  NOW() - INTERVAL '2 days'
+),
+(
+  'act-crm-014',
+  'task',
+  'RetailMax Integration Documentation',
+  'Prepare integration documentation for connecting CRM with existing POS and inventory management systems.',
+  'in_progress',
+  'medium',
+  NOW() + INTERVAL '10 days',
+  NULL,
+  300,
+  NULL,
+  NULL,
+  'contact-crm-012',
+  'company-crm-006',
+  'opp-crm-009',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '7 days',
+  NOW() - INTERVAL '2 days'
+),
+(
+  'act-crm-015',
+  'task',
+  'Healthcare ROI Analysis Preparation',
+  'Prepare detailed ROI analysis showing cost savings and efficiency gains from CRM implementation in healthcare setting.',
+  'in_progress',
+  'medium',
+  NOW() + INTERVAL '5 days',
+  NULL,
+  180,
+  NULL,
+  NULL,
+  NULL,
+  'company-crm-003',
+  'opp-crm-005',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '3 days',
+  NOW() - INTERVAL '1 day'
+),
+
+-- Follow-up Activities
+(
+  'act-crm-016',
+  'follow_up',
+  'Healthcare Compliance Follow-up',
+  'Follow-up on compliance questions raised during initial presentation. Research additional healthcare-specific features.',
+  'completed',
+  'medium',
+  NOW() - INTERVAL '2 days',
+  NOW() - INTERVAL '2 days',
+  60,
+  'Partially successful - Additional docs needed',
+  NULL,
+  'contact-crm-006',
+  'company-crm-003',
+  'opp-crm-005',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '5 days',
+  NOW() - INTERVAL '2 days'
+),
+(
+  'act-crm-017',
+  'follow_up',
+  'EduTech Implementation Status Check',
+  'Regular check-in to monitor implementation progress and address any technical challenges or user adoption issues.',
+  'scheduled',
+  'medium',
+  NOW() + INTERVAL '14 days',
+  NULL,
+  45,
+  NULL,
+  NULL,
+  'contact-crm-010',
+  'company-crm-005',
+  'opp-crm-008',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '2 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'act-crm-018',
+  'follow_up',
+  'Startup Growth Strategy Call',
+  'Strategic call to discuss how CRM can support rapid growth phase and scaling challenges at StartupTech.',
+  'scheduled',
+  'high',
+  NOW() + INTERVAL '4 days',
+  NULL,
+  60,
+  NULL,
+  NULL,
+  'contact-crm-014',
+  'company-crm-007',
+  'opp-crm-010',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '1 day',
+  NOW() - INTERVAL '1 day'
+);

package/entities/campaigns/campaigns.config.ts

@@ -0,0 +1,61 @@
+/**
+ * Campaigns Entity Configuration - CRM
+ *
+ * Marketing campaigns.
+ * Updated with team support and granular permissions.
+ */
+
+import { Megaphone } from 'lucide-react'
+import type { EntityConfig } from '@nextsparkjs/core/lib/entities/types'
+import { campaignsFields } from './campaigns.fields'
+
+export const campaignsEntityConfig: EntityConfig = {
+  // ==========================================
+  // 1. BASIC IDENTIFICATION
+  // ==========================================
+  slug: 'campaigns',
+  enabled: true,
+  names: {
+    singular: 'campaign',
+    plural: 'Campaigns'
+  },
+  icon: Megaphone,
+
+  // ==========================================
+  // 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: false,
+      importExport: false
+    }
+  },
+
+  // ==========================================
+  // FIELDS
+  // ==========================================
+  fields: campaignsFields,
+}
+
+export default campaignsEntityConfig