Mahdi/CRM_Montzar
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Add standalone Leads module for prospect outreach before customers.

Browse Source 
Import large Excel lists with duplicate checks, assign and kanban follow-up, convert to Person when ready; also fix OTP mobile mask order and SMS brand name to منتکت.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Mahdi
2026-09-27 17:05:11 +03:30
co-authored by Cursor
parent 22980e5152
commit c079295ff4
24 changed files with 4357 additions and 9 deletions
Download Patch File Download Diff File Expand all files Collapse all files
apps/api/prisma/migrations/20260927190000_leads_module/migration.sql
+113
View File
@@ -0,0 +1,113 @@
-- CreateTable
CREATE TABLE "LeadStage" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"name" TEXT NOT NULL,
"position" INTEGER NOT NULL DEFAULT 0,
"color" TEXT NOT NULL DEFAULT 'teal',
"showOnBoard" BOOLEAN NOT NULL DEFAULT true,
"isConverted" BOOLEAN NOT NULL DEFAULT false,
"isLost" BOOLEAN NOT NULL DEFAULT false,
"isUnqualified" BOOLEAN NOT NULL DEFAULT false,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "LeadStage_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "Lead" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"title" TEXT NOT NULL,
"contactName" TEXT,
"mobile" TEXT NOT NULL,
"phone" TEXT,
"city" TEXT,
"region" TEXT,
"trade" TEXT,
"source" TEXT,
"notes" TEXT,
"estimatedValue" DECIMAL(18,2),
"stageId" TEXT NOT NULL,
"position" INTEGER NOT NULL DEFAULT 0,
"assigneeId" TEXT,
"createdById" TEXT,
"lastContactAt" TIMESTAMP(3),
"nextFollowUpAt" TIMESTAMP(3),
"convertedPersonId" TEXT,
"convertedAt" TIMESTAMP(3),
"archivedAt" TIMESTAMP(3),
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "Lead_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "LeadEvent" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"leadId" TEXT NOT NULL,
"type" TEXT NOT NULL,
"title" TEXT NOT NULL,
"body" TEXT,
"meta" JSONB,
"actorId" TEXT,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
CONSTRAINT "LeadEvent_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "LeadImportJob" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"createdById" TEXT,
"fileName" TEXT,
"status" TEXT NOT NULL DEFAULT 'pending',
"totalCount" INTEGER NOT NULL DEFAULT 0,
"processedCount" INTEGER NOT NULL DEFAULT 0,
"successCount" INTEGER NOT NULL DEFAULT 0,
"duplicateCount" INTEGER NOT NULL DEFAULT 0,
"errorCount" INTEGER NOT NULL DEFAULT 0,
"rows" JSONB NOT NULL DEFAULT '[]',
"errorSamples" JSONB NOT NULL DEFAULT '[]',
"startedAt" TIMESTAMP(3),
"finishedAt" TIMESTAMP(3),
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "LeadImportJob_pkey" PRIMARY KEY ("id")
);
-- CreateIndex
CREATE INDEX "LeadStage_organizationId_position_idx" ON "LeadStage"("organizationId", "position");
CREATE UNIQUE INDEX "LeadStage_organizationId_name_key" ON "LeadStage"("organizationId", "name");
CREATE UNIQUE INDEX "Lead_organizationId_mobile_key" ON "Lead"("organizationId", "mobile");
CREATE INDEX "Lead_organizationId_stageId_position_idx" ON "Lead"("organizationId", "stageId", "position");
CREATE INDEX "Lead_organizationId_assigneeId_idx" ON "Lead"("organizationId", "assigneeId");
CREATE INDEX "Lead_organizationId_nextFollowUpAt_idx" ON "Lead"("organizationId", "nextFollowUpAt");
CREATE INDEX "Lead_organizationId_lastContactAt_idx" ON "Lead"("organizationId", "lastContactAt");
CREATE INDEX "Lead_organizationId_archivedAt_idx" ON "Lead"("organizationId", "archivedAt");
CREATE INDEX "Lead_organizationId_createdAt_idx" ON "Lead"("organizationId", "createdAt");
CREATE INDEX "Lead_organizationId_city_idx" ON "Lead"("organizationId", "city");
CREATE INDEX "Lead_organizationId_trade_idx" ON "Lead"("organizationId", "trade");
CREATE INDEX "Lead_organizationId_source_idx" ON "Lead"("organizationId", "source");
CREATE INDEX "LeadEvent_leadId_createdAt_idx" ON "LeadEvent"("leadId", "createdAt");
CREATE INDEX "LeadEvent_organizationId_createdAt_idx" ON "LeadEvent"("organizationId", "createdAt");
CREATE INDEX "LeadImportJob_organizationId_status_createdAt_idx" ON "LeadImportJob"("organizationId", "status", "createdAt");
CREATE INDEX "LeadImportJob_status_createdAt_idx" ON "LeadImportJob"("status", "createdAt");
-- AddForeignKey
ALTER TABLE "LeadStage" ADD CONSTRAINT "LeadStage_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "Lead" ADD CONSTRAINT "Lead_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "Lead" ADD CONSTRAINT "Lead_stageId_fkey" FOREIGN KEY ("stageId") REFERENCES "LeadStage"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
ALTER TABLE "Lead" ADD CONSTRAINT "Lead_assigneeId_fkey" FOREIGN KEY ("assigneeId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "Lead" ADD CONSTRAINT "Lead_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "LeadEvent" ADD CONSTRAINT "LeadEvent_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "LeadEvent" ADD CONSTRAINT "LeadEvent_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "LeadImportJob" ADD CONSTRAINT "LeadImportJob_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
apps/api/prisma/schema.prisma
+119
View File
@@ -203,6 +203,10 @@ model Organization {
voipConnections VoipConnection[]
reservationServices ReservationService[]
reservationAppointments ReservationAppointment[]
leads Lead[]
leadStages LeadStage[]
leadEvents LeadEvent[]
leadImportJobs LeadImportJob[]
}
model User {
@@ -251,6 +255,8 @@ model User {
assignedProjectCards ProjectCard[] @relation("ProjectCardAssignees")
teamMemberships TeamMember[]
reservationAssignments ReservationAppointment[] @relation("ReservationAssignee")
assignedLeads Lead[] @relation("LeadAssignee")
createdLeads Lead[] @relation("LeadCreator")
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@ -1922,3 +1928,116 @@ model ReservationAppointment {
@@index([personId])
@@index([assigneeId, startsAt])
}
/// مرحله/وضعیت لید — هم لیست وضعیت و هم ستون Kanban
model LeadStage {
id String @id @default(cuid())
organizationId String
organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
name String
position Int @default(0)
color String @default("teal")
/// نمایش در تخته Kanban
showOnBoard Boolean @default(true)
isConverted Boolean @default(false)
isLost Boolean @default(false)
isUnqualified Boolean @default(false)
leads Lead[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@index([organizationId, position])
@@unique([organizationId, name])
}
/// مخاطب بالقوه — جدا از Person/مشتری
model Lead {
id String @id @default(cuid())
organizationId String
organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
/// نام فروشگاه / شخص / عنوان نمایشی
title String
/// نام مالک یا مسئول
contactName String?
mobile String
phone String?
city String?
region String?
/// صنف
trade String?
source String?
notes String?
estimatedValue Decimal? @db.Decimal(18, 2)
stageId String
stage LeadStage @relation(fields: [stageId], references: [id], onDelete: Restrict)
position Int @default(0)
assigneeId String?
assignee User? @relation("LeadAssignee", fields: [assigneeId], references: [id], onDelete: SetNull)
createdById String?
createdBy User? @relation("LeadCreator", fields: [createdById], references: [id], onDelete: SetNull)
lastContactAt DateTime?
nextFollowUpAt DateTime?
/// شخص مشتری پس از تبدیل
convertedPersonId String?
convertedAt DateTime?
archivedAt DateTime?
events LeadEvent[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@unique([organizationId, mobile])
@@index([organizationId, stageId, position])
@@index([organizationId, assigneeId])
@@index([organizationId, nextFollowUpAt])
@@index([organizationId, lastContactAt])
@@index([organizationId, archivedAt])
@@index([organizationId, createdAt])
@@index([organizationId, city])
@@index([organizationId, trade])
@@index([organizationId, source])
}
model LeadEvent {
id String @id @default(cuid())
organizationId String
organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
leadId String
lead Lead @relation(fields: [leadId], references: [id], onDelete: Cascade)
/// created | assigned | stage_changed | call | note | task | follow_up | converted | archived | import
type String
title String
body String?
meta Json?
actorId String?
createdAt DateTime @default(now())
@@index([leadId, createdAt])
@@index([organizationId, createdAt])
}
/// ایمپورت پس‌زمینه فایل اکسل لید
model LeadImportJob {
id String @id @default(cuid())
organizationId String
organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
createdById String?
fileName String?
/// pending | processing | done | failed
status String @default("pending")
totalCount Int @default(0)
processedCount Int @default(0)
successCount Int @default(0)
duplicateCount Int @default(0)
errorCount Int @default(0)
/// ردیف‌های خام [{...}]
rows Json @default("[]")
/// خلاصه خطاها
errorSamples Json @default("[]")
startedAt DateTime?
finishedAt DateTime?
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@index([organizationId, status, createdAt])
@@index([status, createdAt])
}