feat: add DISC profiles and a sales copilot as an org module
Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin. Co-authored-by: Cursor <cursoragent@cursor.com>
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Cursor
@@ -0,0 +1,97 @@
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-- AlterTable
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ALTER TABLE "Person" ADD COLUMN "discLabel" TEXT,
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ADD COLUMN "discReliable" BOOLEAN NOT NULL DEFAULT false,
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ADD COLUMN "discAssessedAt" TIMESTAMP(3);
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-- CreateIndex
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CREATE INDEX "Person_organizationId_discLabel_idx" ON "Person"("organizationId", "discLabel");
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-- CreateTable
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CREATE TABLE "DiscAssessment" (
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"id" TEXT NOT NULL,
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"organizationId" TEXT NOT NULL,
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"personId" TEXT NOT NULL,
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"assessorId" TEXT NOT NULL,
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"answers" JSONB NOT NULL,
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"scoreD" INTEGER NOT NULL,
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"scoreI" INTEGER NOT NULL,
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"scoreS" INTEGER NOT NULL,
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"scoreC" INTEGER NOT NULL,
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"percentD" INTEGER NOT NULL,
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"percentI" INTEGER NOT NULL,
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"percentS" INTEGER NOT NULL,
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"percentC" INTEGER NOT NULL,
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"validCount" INTEGER NOT NULL,
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"primaryTypes" TEXT[] DEFAULT ARRAY[]::TEXT[],
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"secondaryTypes" TEXT[] DEFAULT ARRAY[]::TEXT[],
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"label" TEXT NOT NULL,
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"secondaryLabel" TEXT,
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"reliable" BOOLEAN NOT NULL,
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"confidence" TEXT NOT NULL,
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"note" TEXT,
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"status" TEXT NOT NULL DEFAULT 'confirmed',
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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"updatedAt" TIMESTAMP(3) NOT NULL,
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CONSTRAINT "DiscAssessment_pkey" PRIMARY KEY ("id")
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);
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-- CreateTable
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CREATE TABLE "SalesCopilotSession" (
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"id" TEXT NOT NULL,
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"organizationId" TEXT NOT NULL,
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"personId" TEXT,
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"leadId" TEXT,
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"dealId" TEXT,
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"userId" TEXT NOT NULL,
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"topic" TEXT NOT NULL,
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"goal" TEXT NOT NULL,
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"customerStatement" TEXT NOT NULL,
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"behaviorNotes" TEXT,
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"analysis" JSONB NOT NULL,
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"confirmedResponse" TEXT,
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"nextAction" TEXT,
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"followUpAt" TIMESTAMP(3),
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"callOutcome" TEXT,
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"agentNote" TEXT,
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"status" TEXT NOT NULL,
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"messageDraft" TEXT,
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"activityId" TEXT,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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"updatedAt" TIMESTAMP(3) NOT NULL,
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CONSTRAINT "SalesCopilotSession_pkey" PRIMARY KEY ("id")
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);
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-- CreateIndex
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CREATE INDEX "DiscAssessment_organizationId_personId_createdAt_idx" ON "DiscAssessment"("organizationId", "personId", "createdAt");
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CREATE INDEX "DiscAssessment_personId_idx" ON "DiscAssessment"("personId");
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CREATE INDEX "SalesCopilotSession_organizationId_personId_createdAt_idx" ON "SalesCopilotSession"("organizationId", "personId", "createdAt");
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CREATE INDEX "SalesCopilotSession_organizationId_leadId_idx" ON "SalesCopilotSession"("organizationId", "leadId");
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CREATE INDEX "SalesCopilotSession_dealId_idx" ON "SalesCopilotSession"("dealId");
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-- AddForeignKey
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ALTER TABLE "DiscAssessment" ADD CONSTRAINT "DiscAssessment_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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ALTER TABLE "DiscAssessment" ADD CONSTRAINT "DiscAssessment_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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ALTER TABLE "DiscAssessment" ADD CONSTRAINT "DiscAssessment_assessorId_fkey" FOREIGN KEY ("assessorId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
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ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE SET NULL ON UPDATE CASCADE;
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ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_dealId_fkey" FOREIGN KEY ("dealId") REFERENCES "Deal"("id") ON DELETE SET NULL ON UPDATE CASCADE;
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ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
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-- ماژول برای محیطهایی که از قبل ماژول دارند روشن میشود و در سوپرادمین قابل خاموش کردن است
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UPDATE "Organization"
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SET "enabledModules" = array_append("enabledModules", 'behavior')
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WHERE cardinality("enabledModules") > 0
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AND NOT ('behavior' = ANY("enabledModules"));
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-- مجوز رفتار برای نقشهایی که فروش دارند؛ پشتیبانی بدون این کلید میماند
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UPDATE "OrgRole"
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SET "permissions" = array_append("permissions", 'behavior')
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WHERE NOT ('behavior' = ANY("permissions"))
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AND (
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"systemKey" IN ('owner', 'admin', 'sales')
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OR 'sales' = ANY("permissions")
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);
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@@ -161,6 +161,8 @@ model Organization {
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teams Team[]
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companies Company[]
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people Person[]
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discAssessments DiscAssessment[]
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salesCopilotSessions SalesCopilotSession[]
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pipelines Pipeline[]
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deals Deal[]
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activities Activity[]
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@@ -311,6 +313,8 @@ model User {
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routineTaskEvents RoutineTaskEvent[]
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routineSettings RoutineUserSettings[]
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deletionArchives DeletionArchive[] @relation("DeletionActor")
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discAssessments DiscAssessment[] @relation("DiscAssessor")
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salesCopilotSessions SalesCopilotSession[] @relation("CopilotAuthor")
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@ -554,6 +558,11 @@ model Person {
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routineTasks RoutineTask[]
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outboundSmsLogs OutboundSmsLog[]
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financialDocuments FinancialDocument[]
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discLabel String?
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discReliable Boolean @default(false)
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discAssessedAt DateTime?
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discAssessments DiscAssessment[]
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salesCopilotSessions SalesCopilotSession[]
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financialReceivables FinancialReceivable[]
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@ -569,6 +578,7 @@ model Person {
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@@index([companyId])
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@@index([ownerId])
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@@index([loyaltyTierId])
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@@index([organizationId, discLabel])
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}
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model Pipeline {
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@@ -640,6 +650,7 @@ model Deal {
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expectedCloseAt DateTime?
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personId String?
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person Person? @relation(fields: [personId], references: [id], onDelete: SetNull)
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salesCopilotSessions SalesCopilotSession[]
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companyId String?
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company Company? @relation(fields: [companyId], references: [id], onDelete: SetNull)
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ownerId String?
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@@ -2766,6 +2777,7 @@ model Lead {
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convertedAt DateTime?
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archivedAt DateTime?
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events LeadEvent[]
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salesCopilotSessions SalesCopilotSession[]
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trackingLinks TrackingLink[]
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trackingEvents TrackingEvent[]
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routineTasks RoutineTask[]
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@@ -3337,3 +3349,71 @@ model GamificationBonus {
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@@index([organizationId, isActive])
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}
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/// ارزیابی رفتاری DISC؛ هر بار یک رکورد تازه است و تاریخچه پاک نمیشود.
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model DiscAssessment {
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id String @id @default(cuid())
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organizationId String
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organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
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personId String
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person Person @relation(fields: [personId], references: [id], onDelete: Cascade)
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assessorId String
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assessor User @relation("DiscAssessor", fields: [assessorId], references: [id], onDelete: Restrict)
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answers Json
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scoreD Int
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scoreI Int
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scoreS Int
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scoreC Int
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percentD Int
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percentI Int
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percentS Int
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percentC Int
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validCount Int
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primaryTypes String[] @default([])
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secondaryTypes String[] @default([])
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label String
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secondaryLabel String?
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reliable Boolean
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confidence String
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note String?
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status String @default("confirmed")
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@index([organizationId, personId, createdAt])
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@@index([personId])
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}
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/// نتیجهٔ تأییدشدهٔ دستیار فروش. پیشنهاد خام بدون تأیید کارشناس اینجا ذخیره نمیشود.
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model SalesCopilotSession {
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id String @id @default(cuid())
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organizationId String
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organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
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personId String?
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person Person? @relation(fields: [personId], references: [id], onDelete: Cascade)
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leadId String?
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lead Lead? @relation(fields: [leadId], references: [id], onDelete: SetNull)
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dealId String?
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deal Deal? @relation(fields: [dealId], references: [id], onDelete: SetNull)
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userId String
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user User @relation("CopilotAuthor", fields: [userId], references: [id], onDelete: Restrict)
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topic String
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goal String
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customerStatement String
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behaviorNotes String?
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analysis Json
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confirmedResponse String?
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nextAction String?
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followUpAt DateTime?
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callOutcome String?
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agentNote String?
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status String
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messageDraft String?
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activityId String?
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@index([organizationId, personId, createdAt])
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@@index([organizationId, leadId])
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@@index([dealId])
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}
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