Deals Excel import/export aligned with Didar: browser-side import, new deal fields (code, probability, closedAt, creator, lostNote, referrer), Didar custom fields

apps/api/prisma/migrations/20261006170000_deal_didar_fields/migration.sql

@@ -0,0 +1,20 @@
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "code" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "importSource" TEXT NOT NULL DEFAULT 'manual';
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "sourceRef" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "probability" INTEGER;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "sourceDetail" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "referrer" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "lostNote" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "closedAt" TIMESTAMP(3);
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "createdById" TEXT;
+
+DO $$ BEGIN
+  ALTER TABLE "Deal" ADD CONSTRAINT "Deal_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL;
+END $$;
+
+CREATE INDEX IF NOT EXISTS "Deal_organizationId_sourceRef_idx" ON "Deal"("organizationId", "sourceRef");
+
+UPDATE "Deal"
+SET "importSource" = 'didar', "sourceRef" = "customFields"->>'didarId'
+WHERE "sourceRef" IS NULL AND COALESCE("customFields"->>'didarId', '') <> '';

apps/api/prisma/schema.prisma

@@ -240,6 +240,7 @@ model User {
   organization   Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
   ownedDeals     Deal[]       @relation("DealOwner")
   assignedDeals  Deal[]       @relation("DealAssignees")
+  createdDeals   Deal[]       @relation("DealCreator")
   ownedQuotes    Quote[]      @relation("QuoteOwner")
   ownedInvoices  Invoice[]    @relation("InvoiceOwner")
   ownedPeople    Person[]     @relation("PersonOwner")
@@ -557,11 +558,26 @@ model Deal {
   stageId        String
   stage          PipelineStage   @relation(fields: [stageId], references: [id], onDelete: Restrict)
   title          String
+  /// کد دستی معامله
+  code           String?
+  /// منبع ورود: manual | didar | excel
+  importSource   String          @default("manual")
+  /// شناسه در مبدأ (کد دیدار معامله)
+  sourceRef      String?
   amount         Decimal?        @db.Decimal(18, 2)
   currency       String          @default("IRR")
   status         DealStatus      @default(open)
+  /// احتمال موفقیت (۰ تا ۱۰۰)
+  probability    Int?
+  /// شیوه آشنایی
   source         String?
+  /// شیوه آشنایی دلخواه
+  sourceDetail   String?
+  referrer       String?
   lostReason     String?
+  lostNote       String?
+  /// تاریخ انجام (موفق/ناموفق شدن)
+  closedAt       DateTime?
   notes          String?
   tags           String[]        @default([])
   isStale        Boolean         @default(false)
@@ -574,6 +590,8 @@ model Deal {
   company        Company?        @relation(fields: [companyId], references: [id], onDelete: SetNull)
   ownerId        String?
   owner          User?           @relation("DealOwner", fields: [ownerId], references: [id], onDelete: SetNull)
+  createdById    String?
+  createdBy      User?           @relation("DealCreator", fields: [createdById], references: [id], onDelete: SetNull)
   assignees      User[]          @relation("DealAssignees")
   position       Int             @default(0)
   activities     Activity[]
@@ -592,6 +610,7 @@ model Deal {
   @@index([personId])
   @@index([companyId])
   @@index([ownerId])
+  @@index([organizationId, sourceRef])
 }
 
 model Activity {