API Reference PhoenixKitCRM v#0.2.0

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Modules

CRM module for PhoenixKit.

Per-scope column configuration for CRM tables and card views.

Centralized path helpers for the CRM module. All paths go through PhoenixKit.Utils.Routes.path/1 for prefix/locale handling.

Schema for CRM role settings.

Context for managing which roles have CRM access enabled.

Route definitions for the CRM module.

Registers CRM role subtabs into PhoenixKit.Dashboard.Registry under the namespace :phoenix_kit_crm_roles.

Context for managing per-user CRM view configuration.

Schema for per-user, per-scope CRM view configuration.

Main admin LiveView for the CRM module — empty placeholder page.

use macro that injects column-management handle_event/3 callbacks into a CRM LiveView. The host LV must

Function component that renders the "Customize columns" modal used by both RoleView and OrganizationsView. UX mirrors PhoenixKit.Users table column picker: drag-to-reorder selected columns on the left, click-to-add available columns on the right.

Admin LiveView for the CRM Organizations subtab — lists users whose account_type = "organization" with per-user persisted column configuration. Supports a card/table view toggle (provided by PhoenixKitWeb.Components.Core.TableDefault).

Admin LiveView for a single CRM role page — lists users assigned to the role with per-user persisted column configuration. Supports a card/table view toggle (provided by PhoenixKitWeb.Components.Core.TableDefault).

CRM settings page — exposes the enable/disable toggle and role opt-in.