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>
2026-10-18 21:04:26 +03:30
parent 96befd3867
commit 002f697dfe
27 changed files with 2838 additions and 26 deletions
@@ -0,0 +1,97 @@
+-- AlterTable
+ALTER TABLE "Person" ADD COLUMN "discLabel" TEXT,
+ADD COLUMN "discReliable" BOOLEAN NOT NULL DEFAULT false,
+ADD COLUMN "discAssessedAt" TIMESTAMP(3);
+
+-- CreateIndex
+CREATE INDEX "Person_organizationId_discLabel_idx" ON "Person"("organizationId", "discLabel");
+
+-- CreateTable
+CREATE TABLE "DiscAssessment" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "personId" TEXT NOT NULL,
+    "assessorId" TEXT NOT NULL,
+    "answers" JSONB NOT NULL,
+    "scoreD" INTEGER NOT NULL,
+    "scoreI" INTEGER NOT NULL,
+    "scoreS" INTEGER NOT NULL,
+    "scoreC" INTEGER NOT NULL,
+    "percentD" INTEGER NOT NULL,
+    "percentI" INTEGER NOT NULL,
+    "percentS" INTEGER NOT NULL,
+    "percentC" INTEGER NOT NULL,
+    "validCount" INTEGER NOT NULL,
+    "primaryTypes" TEXT[] DEFAULT ARRAY[]::TEXT[],
+    "secondaryTypes" TEXT[] DEFAULT ARRAY[]::TEXT[],
+    "label" TEXT NOT NULL,
+    "secondaryLabel" TEXT,
+    "reliable" BOOLEAN NOT NULL,
+    "confidence" TEXT NOT NULL,
+    "note" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'confirmed',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "DiscAssessment_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "SalesCopilotSession" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "personId" TEXT,
+    "leadId" TEXT,
+    "dealId" TEXT,
+    "userId" TEXT NOT NULL,
+    "topic" TEXT NOT NULL,
+    "goal" TEXT NOT NULL,
+    "customerStatement" TEXT NOT NULL,
+    "behaviorNotes" TEXT,
+    "analysis" JSONB NOT NULL,
+    "confirmedResponse" TEXT,
+    "nextAction" TEXT,
+    "followUpAt" TIMESTAMP(3),
+    "callOutcome" TEXT,
+    "agentNote" TEXT,
+    "status" TEXT NOT NULL,
+    "messageDraft" TEXT,
+    "activityId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "SalesCopilotSession_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "DiscAssessment_organizationId_personId_createdAt_idx" ON "DiscAssessment"("organizationId", "personId", "createdAt");
+CREATE INDEX "DiscAssessment_personId_idx" ON "DiscAssessment"("personId");
+CREATE INDEX "SalesCopilotSession_organizationId_personId_createdAt_idx" ON "SalesCopilotSession"("organizationId", "personId", "createdAt");
+CREATE INDEX "SalesCopilotSession_organizationId_leadId_idx" ON "SalesCopilotSession"("organizationId", "leadId");
+CREATE INDEX "SalesCopilotSession_dealId_idx" ON "SalesCopilotSession"("dealId");
+
+-- AddForeignKey
+ALTER TABLE "DiscAssessment" ADD CONSTRAINT "DiscAssessment_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "DiscAssessment" ADD CONSTRAINT "DiscAssessment_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "DiscAssessment" ADD CONSTRAINT "DiscAssessment_assessorId_fkey" FOREIGN KEY ("assessorId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_dealId_fkey" FOREIGN KEY ("dealId") REFERENCES "Deal"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+
+-- ماژول برای محیط‌هایی که از قبل ماژول دارند روشن می‌شود و در سوپرادمین قابل خاموش کردن است
+UPDATE "Organization"
+SET "enabledModules" = array_append("enabledModules", 'behavior')
+WHERE cardinality("enabledModules") > 0
+  AND NOT ('behavior' = ANY("enabledModules"));
+
+-- مجوز رفتار برای نقش‌هایی که فروش دارند؛ پشتیبانی بدون این کلید می‌ماند
+UPDATE "OrgRole"
+SET "permissions" = array_append("permissions", 'behavior')
+WHERE NOT ('behavior' = ANY("permissions"))
+  AND (
+    "systemKey" IN ('owner', 'admin', 'sales')
+    OR 'sales' = ANY("permissions")
+  );