feat: enhance FormSubmissions with workflow and tracking

- Add status workflow: new → read → in-progress → waiting → completed → archived
- Add priority levels (high, normal, low)
- Add assignedTo field for team member assignment
- Add internal notes array with author and timestamp
- Add response tracking (responded, method, summary)
- Add tags for categorization
- Auto-mark as read on first view
- Auto-set note author and timestamp
- Improved admin view with better columns
- Update documentation

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>

CLAUDE.md

@@ -411,7 +411,7 @@ SELECT * FROM audit_logs ORDER BY created_at DESC LIMIT 10;
 | NewsletterSubscribers | newsletter-subscribers | Newsletter mit Double Opt-In |
 | SocialLinks | social-links | Social Media Links |
 | Forms | forms | Formular-Builder |
-| FormSubmissions | form-submissions | Formular-Einsendungen |
+| FormSubmissions | form-submissions | Formular-Einsendungen mit Status-Workflow |
 | EmailLogs | email-logs | E-Mail-Protokollierung |
 | AuditLogs | audit-logs | Security Audit Trail |
 | CookieConfigurations | cookie-configurations | Cookie-Banner Konfiguration |

src/collections/FormSubmissionsOverrides.ts

@@ -0,0 +1,215 @@
+// src/collections/FormSubmissionsOverrides.ts
+
+import type { CollectionConfig } from 'payload'
+
+/**
+ * FormSubmissions Overrides
+ *
+ * Erweitert die vom formBuilderPlugin erstellte FormSubmissions Collection um:
+ * - Status-Workflow (neu → in Bearbeitung → erledigt)
+ * - Interne Notizen
+ * - Zuständigkeits-Zuweisung
+ * - Verbesserte Admin-Ansicht
+ */
+export const formSubmissionOverrides: Partial<CollectionConfig> = {
+  admin: {
+    useAsTitle: 'id',
+    group: 'Formulare',
+    defaultColumns: ['id', 'form', 'status', 'assignedTo', 'createdAt'],
+    description: 'Eingegangene Formular-Einsendungen',
+    listSearchableFields: ['id', 'status'],
+  },
+  labels: {
+    singular: 'Formular-Einsendung',
+    plural: 'Formular-Einsendungen',
+  },
+  fields: [
+    // Status-Workflow
+    {
+      name: 'status',
+      type: 'select',
+      defaultValue: 'new',
+      label: 'Status',
+      options: [
+        { label: '🆕 Neu', value: 'new' },
+        { label: '👀 Gelesen', value: 'read' },
+        { label: '🔄 In Bearbeitung', value: 'in-progress' },
+        { label: '⏳ Warten auf Rückmeldung', value: 'waiting' },
+        { label: '✅ Erledigt', value: 'completed' },
+        { label: '🗑️ Spam/Archiviert', value: 'archived' },
+      ],
+      admin: {
+        position: 'sidebar',
+      },
+    },
+    // Priorität
+    {
+      name: 'priority',
+      type: 'select',
+      defaultValue: 'normal',
+      label: 'Priorität',
+      options: [
+        { label: '🔴 Hoch', value: 'high' },
+        { label: '🟡 Normal', value: 'normal' },
+        { label: '🟢 Niedrig', value: 'low' },
+      ],
+      admin: {
+        position: 'sidebar',
+      },
+    },
+    // Zuständigkeit
+    {
+      name: 'assignedTo',
+      type: 'relationship',
+      relationTo: 'users',
+      label: 'Zuständig',
+      admin: {
+        position: 'sidebar',
+        description: 'Wer bearbeitet diese Anfrage?',
+      },
+    },
+    // Interne Notizen
+    {
+      name: 'internalNotes',
+      type: 'array',
+      label: 'Interne Notizen',
+      admin: {
+        description: 'Interne Kommunikation zur Anfrage (nicht für Kunden sichtbar)',
+        initCollapsed: false,
+      },
+      fields: [
+        {
+          name: 'note',
+          type: 'textarea',
+          required: true,
+          label: 'Notiz',
+        },
+        {
+          name: 'author',
+          type: 'relationship',
+          relationTo: 'users',
+          label: 'Autor',
+          admin: {
+            readOnly: true,
+            description: 'Wird automatisch gesetzt',
+          },
+        },
+        {
+          name: 'createdAt',
+          type: 'date',
+          label: 'Erstellt am',
+          admin: {
+            readOnly: true,
+            date: {
+              pickerAppearance: 'dayAndTime',
+              displayFormat: 'dd.MM.yyyy HH:mm',
+            },
+          },
+        },
+      ],
+    },
+    // Antwort-Tracking
+    {
+      name: 'responseTracking',
+      type: 'group',
+      label: 'Antwort-Tracking',
+      admin: {
+        description: 'Tracking der Kommunikation mit dem Absender',
+      },
+      fields: [
+        {
+          name: 'responded',
+          type: 'checkbox',
+          defaultValue: false,
+          label: 'Antwort gesendet',
+        },
+        {
+          name: 'respondedAt',
+          type: 'date',
+          label: 'Antwort gesendet am',
+          admin: {
+            condition: (data, siblingData) => siblingData?.responded,
+            date: {
+              pickerAppearance: 'dayAndTime',
+              displayFormat: 'dd.MM.yyyy HH:mm',
+            },
+          },
+        },
+        {
+          name: 'respondedBy',
+          type: 'relationship',
+          relationTo: 'users',
+          label: 'Antwort gesendet von',
+          admin: {
+            condition: (data, siblingData) => siblingData?.responded,
+          },
+        },
+        {
+          name: 'responseMethod',
+          type: 'select',
+          label: 'Antwort-Methode',
+          options: [
+            { label: 'E-Mail', value: 'email' },
+            { label: 'Telefon', value: 'phone' },
+            { label: 'Persönlich', value: 'in-person' },
+            { label: 'Brief', value: 'letter' },
+          ],
+          admin: {
+            condition: (data, siblingData) => siblingData?.responded,
+          },
+        },
+        {
+          name: 'responseSummary',
+          type: 'textarea',
+          label: 'Zusammenfassung der Antwort',
+          admin: {
+            condition: (data, siblingData) => siblingData?.responded,
+            description: 'Kurze Zusammenfassung was geantwortet wurde',
+          },
+        },
+      ],
+    },
+    // Tags für Kategorisierung
+    {
+      name: 'tags',
+      type: 'array',
+      label: 'Tags',
+      admin: {
+        description: 'Tags zur Kategorisierung (z.B. "Preisanfrage", "Support")',
+        initCollapsed: true,
+      },
+      fields: [
+        {
+          name: 'tag',
+          type: 'text',
+          required: true,
+          label: 'Tag',
+        },
+      ],
+    },
+    // Gelesen-Markierung
+    {
+      name: 'readAt',
+      type: 'date',
+      label: 'Gelesen am',
+      admin: {
+        position: 'sidebar',
+        readOnly: true,
+        date: {
+          pickerAppearance: 'dayAndTime',
+          displayFormat: 'dd.MM.yyyy HH:mm',
+        },
+      },
+    },
+    {
+      name: 'readBy',
+      type: 'relationship',
+      relationTo: 'users',
+      label: 'Gelesen von',
+      admin: {
+        position: 'sidebar',
+        readOnly: true,
+      },
+    },
+  ],
+}

src/hooks/formSubmissionHooks.ts

@@ -0,0 +1,132 @@
+// src/hooks/formSubmissionHooks.ts
+
+import type {
+  CollectionBeforeChangeHook,
+  CollectionAfterReadHook,
+  FieldHook,
+} from 'payload'
+
+interface InternalNote {
+  note: string
+  author?: number | string | { id: number | string }
+  createdAt?: string
+}
+
+interface FormSubmissionDoc {
+  id: number | string
+  status?: string
+  readAt?: string
+  readBy?: number | string | { id: number | string }
+  internalNotes?: InternalNote[]
+  [key: string]: unknown
+}
+
+/**
+ * Hook: Setzt automatisch den Autor und Zeitstempel bei neuen Notizen
+ */
+export const setNoteMetadata: CollectionBeforeChangeHook<FormSubmissionDoc> = async ({
+  data,
+  req,
+  originalDoc,
+}) => {
+  if (!data.internalNotes || !req.user) return data
+
+  const originalNotes = originalDoc?.internalNotes || []
+  const newNotes = data.internalNotes || []
+
+  // Finde neue Notizen (die noch keinen Autor haben)
+  const updatedNotes = newNotes.map((note, index) => {
+    const isNew = !note.author && !note.createdAt
+    const isExisting = originalNotes[index]
+
+    if (isNew || (!isExisting && !note.author)) {
+      return {
+        ...note,
+        author: req.user?.id,
+        createdAt: new Date().toISOString(),
+      }
+    }
+
+    return note
+  })
+
+  return {
+    ...data,
+    internalNotes: updatedNotes,
+  }
+}
+
+/**
+ * Hook: Markiert Einsendung als gelesen beim ersten Öffnen
+ */
+export const markAsRead: CollectionBeforeChangeHook<FormSubmissionDoc> = async ({
+  data,
+  req,
+  originalDoc,
+  operation,
+}) => {
+  // Nur beim Update und wenn noch nicht gelesen
+  if (operation !== 'update' || !req.user) return data
+
+  // Wenn noch nicht gelesen, jetzt markieren
+  if (!originalDoc?.readAt) {
+    return {
+      ...data,
+      readAt: new Date().toISOString(),
+      readBy: req.user.id,
+      // Setze Status auf "gelesen" wenn noch "neu"
+      status: originalDoc?.status === 'new' ? 'read' : (data.status || originalDoc?.status),
+    }
+  }
+
+  return data
+}
+
+/**
+ * Hook: Setzt Antwort-Zeitstempel automatisch
+ */
+export const setResponseTimestamp: CollectionBeforeChangeHook<FormSubmissionDoc> = async ({
+  data,
+  req,
+  originalDoc,
+}) => {
+  // Prüfe ob "responded" gerade auf true gesetzt wurde
+  const wasResponded = originalDoc?.responseTracking?.responded
+  const isNowResponded = data?.responseTracking?.responded
+
+  if (!wasResponded && isNowResponded && req.user) {
+    return {
+      ...data,
+      responseTracking: {
+        ...data.responseTracking,
+        respondedAt: new Date().toISOString(),
+        respondedBy: req.user.id,
+      },
+    }
+  }
+
+  return data
+}
+
+/**
+ * Kombinierter BeforeChange Hook
+ */
+export const formSubmissionBeforeChange: CollectionBeforeChangeHook<FormSubmissionDoc> = async (
+  args
+) => {
+  let data = args.data
+
+  // Notiz-Metadaten setzen
+  const result1 = await setNoteMetadata({ ...args, data })
+  data = result1 as FormSubmissionDoc
+
+  // Als gelesen markieren
+  const result2 = await markAsRead({ ...args, data })
+  data = result2 as FormSubmissionDoc
+
+  // Antwort-Zeitstempel setzen
+  const result3 = await setResponseTimestamp({ ...args, data })
+  data = result3 as FormSubmissionDoc
+
+  return data
+}

src/migrations/20251210_090000_enhance_form_submissions.ts

@@ -0,0 +1,115 @@
+import { MigrateUpArgs, MigrateDownArgs, sql } from '@payloadcms/db-postgres'
+
+export async function up({ db }: MigrateUpArgs): Promise<void> {
+  await db.execute(sql`
+    -- Status Enum
+    CREATE TYPE "public"."enum_form_submissions_status" AS ENUM('new', 'read', 'in-progress', 'waiting', 'completed', 'archived');
+
+    -- Priority Enum
+    CREATE TYPE "public"."enum_form_submissions_priority" AS ENUM('high', 'normal', 'low');
+
+    -- Response Method Enum
+    CREATE TYPE "public"."enum_form_submissions_response_tracking_response_method" AS ENUM('email', 'phone', 'in-person', 'letter');
+
+    -- Add new columns to form_submissions
+    ALTER TABLE "form_submissions"
+      ADD COLUMN "status" "enum_form_submissions_status" DEFAULT 'new',
+      ADD COLUMN "priority" "enum_form_submissions_priority" DEFAULT 'normal',
+      ADD COLUMN "assigned_to_id" integer,
+      ADD COLUMN "read_at" timestamp(3) with time zone,
+      ADD COLUMN "read_by_id" integer,
+      ADD COLUMN "response_tracking_responded" boolean DEFAULT false,
+      ADD COLUMN "response_tracking_responded_at" timestamp(3) with time zone,
+      ADD COLUMN "response_tracking_responded_by_id" integer,
+      ADD COLUMN "response_tracking_response_method" "enum_form_submissions_response_tracking_response_method",
+      ADD COLUMN "response_tracking_response_summary" varchar;
+
+    -- Create internal notes table
+    CREATE TABLE "form_submissions_internal_notes" (
+      "_order" integer NOT NULL,
+      "_parent_id" integer NOT NULL,
+      "id" varchar PRIMARY KEY NOT NULL,
+      "note" varchar NOT NULL,
+      "author_id" integer,
+      "created_at" timestamp(3) with time zone
+    );
+
+    -- Create tags table
+    CREATE TABLE "form_submissions_tags" (
+      "_order" integer NOT NULL,
+      "_parent_id" integer NOT NULL,
+      "id" varchar PRIMARY KEY NOT NULL,
+      "tag" varchar NOT NULL
+    );
+
+    -- Add foreign keys
+    ALTER TABLE "form_submissions"
+      ADD CONSTRAINT "form_submissions_assigned_to_id_users_id_fk"
+      FOREIGN KEY ("assigned_to_id") REFERENCES "public"."users"("id") ON DELETE SET NULL ON UPDATE NO ACTION;
+
+    ALTER TABLE "form_submissions"
+      ADD CONSTRAINT "form_submissions_read_by_id_users_id_fk"
+      FOREIGN KEY ("read_by_id") REFERENCES "public"."users"("id") ON DELETE SET NULL ON UPDATE NO ACTION;
+
+    ALTER TABLE "form_submissions"
+      ADD CONSTRAINT "form_submissions_response_tracking_responded_by_id_users_id_fk"
+      FOREIGN KEY ("response_tracking_responded_by_id") REFERENCES "public"."users"("id") ON DELETE SET NULL ON UPDATE NO ACTION;
+
+    ALTER TABLE "form_submissions_internal_notes"
+      ADD CONSTRAINT "form_submissions_internal_notes_author_id_users_id_fk"
+      FOREIGN KEY ("author_id") REFERENCES "public"."users"("id") ON DELETE SET NULL ON UPDATE NO ACTION;
+
+    ALTER TABLE "form_submissions_internal_notes"
+      ADD CONSTRAINT "form_submissions_internal_notes_parent_id_fk"
+      FOREIGN KEY ("_parent_id") REFERENCES "public"."form_submissions"("id") ON DELETE CASCADE ON UPDATE NO ACTION;
+
+    ALTER TABLE "form_submissions_tags"
+      ADD CONSTRAINT "form_submissions_tags_parent_id_fk"
+      FOREIGN KEY ("_parent_id") REFERENCES "public"."form_submissions"("id") ON DELETE CASCADE ON UPDATE NO ACTION;
+
+    -- Create indexes
+    CREATE INDEX "form_submissions_status_idx" ON "form_submissions" USING btree ("status");
+    CREATE INDEX "form_submissions_priority_idx" ON "form_submissions" USING btree ("priority");
+    CREATE INDEX "form_submissions_assigned_to_idx" ON "form_submissions" USING btree ("assigned_to_id");
+    CREATE INDEX "form_submissions_internal_notes_order_idx" ON "form_submissions_internal_notes" USING btree ("_order");
+    CREATE INDEX "form_submissions_internal_notes_parent_id_idx" ON "form_submissions_internal_notes" USING btree ("_parent_id");
+    CREATE INDEX "form_submissions_tags_order_idx" ON "form_submissions_tags" USING btree ("_order");
+    CREATE INDEX "form_submissions_tags_parent_id_idx" ON "form_submissions_tags" USING btree ("_parent_id");
+  `)
+}
+
+export async function down({ db }: MigrateDownArgs): Promise<void> {
+  await db.execute(sql`
+    -- Drop tables
+    DROP TABLE IF EXISTS "form_submissions_tags" CASCADE;
+    DROP TABLE IF EXISTS "form_submissions_internal_notes" CASCADE;
+
+    -- Drop indexes
+    DROP INDEX IF EXISTS "form_submissions_status_idx";
+    DROP INDEX IF EXISTS "form_submissions_priority_idx";
+    DROP INDEX IF EXISTS "form_submissions_assigned_to_idx";
+
+    -- Drop foreign keys and columns
+    ALTER TABLE "form_submissions"
+      DROP CONSTRAINT IF EXISTS "form_submissions_assigned_to_id_users_id_fk",
+      DROP CONSTRAINT IF EXISTS "form_submissions_read_by_id_users_id_fk",
+      DROP CONSTRAINT IF EXISTS "form_submissions_response_tracking_responded_by_id_users_id_fk";
+
+    ALTER TABLE "form_submissions"
+      DROP COLUMN IF EXISTS "status",
+      DROP COLUMN IF EXISTS "priority",
+      DROP COLUMN IF EXISTS "assigned_to_id",
+      DROP COLUMN IF EXISTS "read_at",
+      DROP COLUMN IF EXISTS "read_by_id",
+      DROP COLUMN IF EXISTS "response_tracking_responded",
+      DROP COLUMN IF EXISTS "response_tracking_responded_at",
+      DROP COLUMN IF EXISTS "response_tracking_responded_by_id",
+      DROP COLUMN IF EXISTS "response_tracking_response_method",
+      DROP COLUMN IF EXISTS "response_tracking_response_summary";
+
+    -- Drop enums
+    DROP TYPE IF EXISTS "public"."enum_form_submissions_status";
+    DROP TYPE IF EXISTS "public"."enum_form_submissions_priority";
+    DROP TYPE IF EXISTS "public"."enum_form_submissions_response_tracking_response_method";
+  `)
+}

src/migrations/index.ts

@@ -7,6 +7,7 @@ import * as migration_20251207_205727_audit_logs_collection from './20251207_205
 import * as migration_20251210_052757_add_faqs_collection from './20251210_052757_add_faqs_collection';
 import * as migration_20251210_071506_add_team_collection from './20251210_071506_add_team_collection';
 import * as migration_20251210_073811_add_services_collections from './20251210_073811_add_services_collections';
+import * as migration_20251210_090000_enhance_form_submissions from './20251210_090000_enhance_form_submissions';
 
 export const migrations = [
   {
@@ -52,6 +53,11 @@ export const migrations = [
   {
     up: migration_20251210_073811_add_services_collections.up,
     down: migration_20251210_073811_add_services_collections.down,
-    name: '20251210_073811_add_services_collections'
+    name: '20251210_073811_add_services_collections',
+  },
+  {
+    up: migration_20251210_090000_enhance_form_submissions.up,
+    down: migration_20251210_090000_enhance_form_submissions.down,
+    name: '20251210_090000_enhance_form_submissions',
   },
 ];

src/payload.config.ts

@@ -45,6 +45,10 @@ import { SEOSettings } from './globals/SEOSettings'
 
 // Hooks
 import { sendFormNotification } from './hooks/sendFormNotification'
+import { formSubmissionBeforeChange } from './hooks/formSubmissionHooks'
+
+// Form Submissions Overrides
+import { formSubmissionOverrides } from './collections/FormSubmissionsOverrides'
 
 // Email
 import { multiTenantEmailAdapter } from './lib/email/payload-email-adapter'
@@ -240,7 +244,9 @@ export default buildConfig({
       // Fix für TypeScript Types Generation - das Plugin braucht explizite relationTo Angaben
       redirectRelationships: ['pages'],
       formSubmissionOverrides: {
+        ...formSubmissionOverrides,
         hooks: {
+          beforeChange: [formSubmissionBeforeChange],
           afterChange: [sendFormNotification],
         },
       },