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

Add project board, loyalty club, and if/then automations.

Browse Source 
Separate modules for post-sales kanban, person points/tiers, and deal-won/ticket-resolved rules without overlapping the sales pipeline.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Mahdi
2026-08-30 09:42:07 +03:30
co-authored by Cursor
parent 2e6c4779ab
commit c2bfa7749d
29 changed files with 3126 additions and 9 deletions
Download Patch File Download Diff File Expand all files Collapse all files
apps/api/prisma/migrations/20260830090000_project_loyalty_automation/migration.sql
+112
View File
@@ -0,0 +1,112 @@
-- CreateEnum
CREATE TYPE "AutomationTrigger" AS ENUM ('deal_won', 'ticket_resolved');
-- CreateEnum
CREATE TYPE "AutomationAction" AS ENUM ('create_activity', 'create_notification', 'add_loyalty_points');
-- CreateTable
CREATE TABLE "ProjectBoard" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"name" TEXT NOT NULL,
"isDefault" BOOLEAN NOT NULL DEFAULT false,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "ProjectBoard_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "ProjectBoardStage" (
"id" TEXT NOT NULL,
"boardId" TEXT NOT NULL,
"name" TEXT NOT NULL,
"position" INTEGER NOT NULL,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "ProjectBoardStage_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "ProjectCard" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"boardId" TEXT NOT NULL,
"stageId" TEXT NOT NULL,
"title" TEXT NOT NULL,
"notes" TEXT,
"position" INTEGER NOT NULL DEFAULT 0,
"personId" TEXT,
"companyId" TEXT,
"dealId" TEXT,
"ownerId" TEXT,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "ProjectCard_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "LoyaltyTier" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"name" TEXT NOT NULL,
"minPoints" INTEGER NOT NULL DEFAULT 0,
"position" INTEGER NOT NULL DEFAULT 0,
"color" TEXT,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "LoyaltyTier_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "AutomationRule" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"name" TEXT NOT NULL,
"isActive" BOOLEAN NOT NULL DEFAULT true,
"trigger" "AutomationTrigger" NOT NULL,
"action" "AutomationAction" NOT NULL,
"config" JSONB NOT NULL DEFAULT '{}',
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "AutomationRule_pkey" PRIMARY KEY ("id")
);
-- AlterTable
ALTER TABLE "Person" ADD COLUMN "loyaltyPoints" INTEGER NOT NULL DEFAULT 0;
ALTER TABLE "Person" ADD COLUMN "loyaltyTierId" TEXT;
-- CreateIndex
CREATE INDEX "ProjectBoard_organizationId_idx" ON "ProjectBoard"("organizationId");
CREATE INDEX "ProjectBoard_organizationId_isDefault_idx" ON "ProjectBoard"("organizationId", "isDefault");
CREATE INDEX "ProjectBoardStage_boardId_position_idx" ON "ProjectBoardStage"("boardId", "position");
CREATE INDEX "ProjectCard_organizationId_idx" ON "ProjectCard"("organizationId");
CREATE INDEX "ProjectCard_boardId_stageId_idx" ON "ProjectCard"("boardId", "stageId");
CREATE INDEX "ProjectCard_stageId_position_idx" ON "ProjectCard"("stageId", "position");
CREATE INDEX "ProjectCard_personId_idx" ON "ProjectCard"("personId");
CREATE INDEX "ProjectCard_companyId_idx" ON "ProjectCard"("companyId");
CREATE INDEX "ProjectCard_dealId_idx" ON "ProjectCard"("dealId");
CREATE INDEX "ProjectCard_ownerId_idx" ON "ProjectCard"("ownerId");
CREATE INDEX "LoyaltyTier_organizationId_position_idx" ON "LoyaltyTier"("organizationId", "position");
CREATE INDEX "LoyaltyTier_organizationId_minPoints_idx" ON "LoyaltyTier"("organizationId", "minPoints");
CREATE INDEX "AutomationRule_organizationId_isActive_trigger_idx" ON "AutomationRule"("organizationId", "isActive", "trigger");
CREATE INDEX "Person_organizationId_loyaltyPoints_idx" ON "Person"("organizationId", "loyaltyPoints");
CREATE INDEX "Person_loyaltyTierId_idx" ON "Person"("loyaltyTierId");
-- AddForeignKey
ALTER TABLE "Person" ADD CONSTRAINT "Person_loyaltyTierId_fkey" FOREIGN KEY ("loyaltyTierId") REFERENCES "LoyaltyTier"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "ProjectBoard" ADD CONSTRAINT "ProjectBoard_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ProjectBoardStage" ADD CONSTRAINT "ProjectBoardStage_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "ProjectBoard"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "ProjectBoard"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_stageId_fkey" FOREIGN KEY ("stageId") REFERENCES "ProjectBoardStage"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_companyId_fkey" FOREIGN KEY ("companyId") REFERENCES "Company"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_dealId_fkey" FOREIGN KEY ("dealId") REFERENCES "Deal"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_ownerId_fkey" FOREIGN KEY ("ownerId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "LoyaltyTier" ADD CONSTRAINT "LoyaltyTier_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "AutomationRule" ADD CONSTRAINT "AutomationRule_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
apps/api/prisma/schema.prisma
+116
View File
@@ -92,6 +92,17 @@ enum TicketPriority {
urgent
}
enum AutomationTrigger {
deal_won
ticket_resolved
}
enum AutomationAction {
create_activity
create_notification
add_loyalty_points
}
model Organization {
id String @id @default(cuid())
name String
@@ -119,6 +130,10 @@ model Organization {
tickets Ticket[]
faqArticles FaqArticle[]
portalOtps PortalOtp[]
projectBoards ProjectBoard[]
projectCards ProjectCard[]
loyaltyTiers LoyaltyTier[]
automationRules AutomationRule[]
}
model User {
@@ -134,6 +149,7 @@ model User {
ownedInvoices Invoice[] @relation("InvoiceOwner")
ownedPeople Person[] @relation("PersonOwner")
ownedCompanies Company[] @relation("CompanyOwner")
ownedProjectCards ProjectCard[] @relation("ProjectCardOwner")
activities Activity[] @relation("ActivityAssignee")
notes Note[] @relation("NoteAuthor")
noteAttachments NoteAttachment[] @relation("NoteAttachmentUploader")
@@ -170,6 +186,7 @@ model Company {
ownerId String?
owner User? @relation("CompanyOwner", fields: [ownerId], references: [id], onDelete: SetNull)
tickets Ticket[]
projectCards ProjectCard[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@ -194,6 +211,9 @@ model Person {
position String?
notes String?
customFields Json @default("{}")
loyaltyPoints Int @default(0)
loyaltyTierId String?
loyaltyTier LoyaltyTier? @relation(fields: [loyaltyTierId], references: [id], onDelete: SetNull)
deals Deal[]
activities Activity[]
smartNotes Note[]
@@ -202,6 +222,7 @@ model Person {
ownerId String?
owner User? @relation("PersonOwner", fields: [ownerId], references: [id], onDelete: SetNull)
tickets Ticket[]
projectCards ProjectCard[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@ -209,8 +230,10 @@ model Person {
@@index([organizationId, email])
@@index([organizationId, mobile])
@@index([organizationId, lastName, firstName])
@@index([organizationId, loyaltyPoints])
@@index([companyId])
@@index([ownerId])
@@index([loyaltyTierId])
}
model Pipeline {
@@ -276,6 +299,7 @@ model Deal {
quotes Quote[]
invoices Invoice[]
tickets Ticket[]
projectCards ProjectCard[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@ -736,3 +760,95 @@ model PortalOtp {
@@index([organizationId, mobile, createdAt])
@@index([expiresAt])
}
/// برد کانبان برای کارهای داخلی / پس‌ازفروش (جدا از کاریز فروش)
model ProjectBoard {
id String @id @default(cuid())
organizationId String
organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
name String
isDefault Boolean @default(false)
stages ProjectBoardStage[]
cards ProjectCard[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@index([organizationId])
@@index([organizationId, isDefault])
}
model ProjectBoardStage {
id String @id @default(cuid())
boardId String
board ProjectBoard @relation(fields: [boardId], references: [id], onDelete: Cascade)
name String
position Int
cards ProjectCard[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@index([boardId, position])
}
model ProjectCard {
id String @id @default(cuid())
organizationId String
organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
boardId String
board ProjectBoard @relation(fields: [boardId], references: [id], onDelete: Cascade)
stageId String
stage ProjectBoardStage @relation(fields: [stageId], references: [id], onDelete: Restrict)
title String
notes String?
position Int @default(0)
personId String?
person Person? @relation(fields: [personId], references: [id], onDelete: SetNull)
companyId String?
company Company? @relation(fields: [companyId], references: [id], onDelete: SetNull)
dealId String?
deal Deal? @relation(fields: [dealId], references: [id], onDelete: SetNull)
ownerId String?
owner User? @relation("ProjectCardOwner", fields: [ownerId], references: [id], onDelete: SetNull)
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@index([organizationId])
@@index([boardId, stageId])
@@index([stageId, position])
@@index([personId])
@@index([companyId])
@@index([dealId])
@@index([ownerId])
}
model LoyaltyTier {
id String @id @default(cuid())
organizationId String
organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
name String
minPoints Int @default(0)
position Int @default(0)
color String?
people Person[]
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@index([organizationId, position])
@@index([organizationId, minPoints])
}
model AutomationRule {
id String @id @default(cuid())
organizationId String
organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
name String
isActive Boolean @default(true)
trigger AutomationTrigger
action AutomationAction
/// عنوان فعالیت/اعلان، assigneeId، notifyUserId، points، activityType
config Json @default("{}")
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@index([organizationId, isActive, trigger])
}