# Education Pack

File: `AdminApp/data/crm/feature-packs/education_pack.json`
Profile: `taskco-crm-education`
Domain: Lead → Application · Deal → Enrollment · Contact → Student

---

```json
{
  "slug": "education_pack",
  "name": "Education CRM",
  "version": "1.0.0",
  "entity_domain_maps": [
    {"entity_type": "lead",    "label": "Application", "label_plural": "Applications"},
    {"entity_type": "deal",    "label": "Enrollment",  "label_plural": "Enrollments"},
    {"entity_type": "contact", "label": "Student",     "label_plural": "Students"}
  ],
  "custom_fields": {
    "lead": [
      {"slug": "preferred_country",     "label": "Preferred Country",
       "type": "select", "is_searchable": true,
       "options": ["UK", "USA", "Canada", "Australia", "Germany", "Other"]},
      {"slug": "preferred_study_level", "label": "Preferred Study Level",
       "type": "select", "is_searchable": true,
       "options": ["Foundation", "Bachelor", "Master", "PhD", "Diploma"]},
      {"slug": "score",                 "label": "AI Score",
       "type": "number", "is_searchable": true},
      {"slug": "english_test",          "label": "English Test",
       "type": "select",
       "options": ["IELTS", "TOEFL", "PTE", "Duolingo", "None"]},
      {"slug": "english_score",         "label": "English Test Score",  "type": "number"},
      {"slug": "gpa",                   "label": "GPA / Academic Score", "type": "number"},
      {"slug": "intended_intake",       "label": "Intended Intake",     "type": "date"},
      {"slug": "sponsor_type",          "label": "Sponsor Type",
       "type": "select",
       "options": ["Self-funded", "Family", "Scholarship", "Government"]},
      {"slug": "has_visa_refusal",      "label": "Previous Visa Refusal", "type": "boolean"},
      {"slug": "university_choices",    "label": "University Choices",  "type": "text"},
      {"slug": "course_interest",       "label": "Course Interest",     "type": "text"},
      {"slug": "counselor_notes",       "label": "Counselor Notes",     "type": "text"},
      {"slug": "document_checklist",    "label": "Document Checklist",  "type": "text"}
    ],
    "deal": [
      {"slug": "university_name",       "label": "University",          "type": "text"},
      {"slug": "course_name",           "label": "Course",              "type": "text"},
      {"slug": "intake_month",          "label": "Intake Month",        "type": "date"},
      {"slug": "tuition_fee",           "label": "Tuition Fee (USD)",   "type": "number"},
      {"slug": "scholarship_amount",    "label": "Scholarship Amount",  "type": "number"},
      {"slug": "visa_status",           "label": "Visa Status",
       "type": "select",
       "options": ["Not Applied", "Applied", "Approved", "Rejected"]},
      {"slug": "offer_letter_received", "label": "Offer Letter Received", "type": "boolean"}
    ],
    "contact": [
      {"slug": "nationality",           "label": "Nationality",           "type": "text"},
      {"slug": "date_of_birth",         "label": "Date of Birth",         "type": "date"},
      {"slug": "passport_number",       "label": "Passport Number",       "type": "text"},
      {"slug": "emergency_contact",     "label": "Emergency Contact",     "type": "text"},
      {"slug": "highest_qualification", "label": "Highest Qualification", "type": "text"},
      {"slug": "years_of_experience",   "label": "Work Experience (yrs)", "type": "number"},
      {"slug": "counselor_assigned",    "label": "Assigned Counselor",    "type": "text"},
      {"slug": "communication_pref",    "label": "Communication Preference",
       "type": "select",
       "options": ["Email", "WhatsApp", "Phone", "In-person"]}
    ]
  },
  "pipelines": [
    {
      "slug": "education_admission_pipeline",
      "name": "Admission Flow",
      "pipeline_type": "lead",
      "is_default": true,
      "stages": [
        {"slug": "enquiry",        "name": "Enquiry",       "sort_order": 1, "color": "#6366f1"},
        {"slug": "assessment",     "name": "Assessment",    "sort_order": 2, "color": "#3b82f6"},
        {"slug": "shortlisting",   "name": "Shortlisting",  "sort_order": 3, "color": "#f59e0b"},
        {"slug": "application",    "name": "Application",   "sort_order": 4, "color": "#8b5cf6"},
        {"slug": "offer_received", "name": "Offer Received","sort_order": 5, "color": "#10b981", "is_won": true}
      ]
    },
    {
      "slug": "education_deal_pipeline",
      "name": "Application Pipeline",
      "pipeline_type": "deal",
      "is_default": true,
      "stages": [
        {"slug": "offer_accepted", "name": "Offer Accepted","sort_order": 1, "color": "#6366f1"},
        {"slug": "visa_applied",   "name": "Visa Applied",  "sort_order": 2, "color": "#3b82f6"},
        {"slug": "visa_approved",  "name": "Visa Approved", "sort_order": 3, "color": "#f59e0b"},
        {"slug": "enrolled",       "name": "Enrolled",      "sort_order": 4, "color": "#10b981", "is_won": true},
        {"slug": "visa_rejected",  "name": "Visa Rejected", "sort_order": 5, "color": "#ef4444", "is_lost": true}
      ]
    }
  ],
  "workflow_rules": [
    {
      "slug": "education_auto_assign_counselor",
      "name": "Auto-assign new application to counselor",
      "trigger_event": "lead.created",
      "entity_type": "lead",
      "conditions": [],
      "actions": [
        {"type": "assign_to_user", "config": {"role": "counselor"}}
      ],
      "is_active": true
    }
  ]
}
```

## Notes

- `preferred_country`, `preferred_study_level`, `score` are `is_searchable: true` → real columns in `leads` migration
- `counselor_assigned` on contact is a text field; for full assignment tracking use owner_id on lead
- `document_checklist` is free-text in v1; structured checklist UI is Phase 3