CRM apis

2026-10-10 10:35:56 +03:30
parent 7779101fb4
commit 7481ac5243
17 changed files with 3505 additions and 41 deletions
@@ -0,0 +1,144 @@
+-- CreateEnum
+CREATE TYPE "SalesPipelineStage" AS ENUM ('negotiation', 'awaiting_catalog', 'awaiting_price', 'ready_to_order');
+
+-- CreateEnum
+CREATE TYPE "OpportunityOutcome" AS ENUM ('open', 'won', 'lost');
+
+-- CreateEnum
+CREATE TYPE "LostReason" AS ENUM ('price', 'product', 'supply_time', 'customer_decision', 'other');
+
+-- CreateEnum
+CREATE TYPE "TimelineEventSource" AS ENUM ('manual', 'system');
+
+-- CreateEnum
+CREATE TYPE "TimelineEventKind" AS ENUM ('meeting', 'call', 'note', 'reminder', 'next_action', 'order_created', 'price_announced', 'price_confirmed', 'catalog_requested');
+
+-- CreateEnum
+CREATE TYPE "AssignmentRequestStatus" AS ENUM ('pending', 'approved', 'rejected');
+
+-- CreateTable
+CREATE TABLE "SalesOpportunity" (
+    "id" TEXT NOT NULL,
+    "customerId" TEXT NOT NULL,
+    "stage" "SalesPipelineStage" NOT NULL DEFAULT 'negotiation',
+    "outcome" "OpportunityOutcome" NOT NULL DEFAULT 'open',
+    "lostReason" "LostReason",
+    "lostNote" TEXT,
+    "lostAt" TIMESTAMP(3),
+    "wonOrderId" TEXT,
+    "wonAt" TIMESTAMP(3),
+    "assignedAgentId" TEXT,
+    "ownerAdminId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "SalesOpportunity_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "CustomerTimelineEvent" (
+    "id" TEXT NOT NULL,
+    "customerId" TEXT NOT NULL,
+    "kind" "TimelineEventKind" NOT NULL,
+    "source" "TimelineEventSource" NOT NULL DEFAULT 'manual',
+    "title" TEXT NOT NULL,
+    "body" TEXT,
+    "occurredAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "actorAdminId" TEXT,
+    "actorCustomerId" TEXT,
+    "relatedOrderId" TEXT,
+    "relatedMeetingId" TEXT,
+    "relatedActionId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "CustomerTimelineEvent_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "CrmNextAction" (
+    "id" TEXT NOT NULL,
+    "customerId" TEXT NOT NULL,
+    "opportunityId" TEXT,
+    "title" TEXT NOT NULL,
+    "description" TEXT,
+    "dueAt" TIMESTAMP(3) NOT NULL,
+    "completed" BOOLEAN NOT NULL DEFAULT false,
+    "completedAt" TIMESTAMP(3),
+    "assigneeAdminId" TEXT,
+    "assigneeAgentId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "CrmNextAction_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "CustomerAssignmentRequest" (
+    "id" TEXT NOT NULL,
+    "customerId" TEXT NOT NULL,
+    "fromAgentId" TEXT,
+    "toAgentId" TEXT NOT NULL,
+    "requestedByAgentId" TEXT NOT NULL,
+    "status" "AssignmentRequestStatus" NOT NULL DEFAULT 'pending',
+    "reviewNote" TEXT,
+    "reviewedByAdminId" TEXT,
+    "reviewedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "CustomerAssignmentRequest_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "SalesOpportunity_customerId_idx" ON "SalesOpportunity"("customerId");
+
+-- CreateIndex
+CREATE INDEX "SalesOpportunity_stage_outcome_idx" ON "SalesOpportunity"("stage", "outcome");
+
+-- CreateIndex
+CREATE INDEX "SalesOpportunity_assignedAgentId_idx" ON "SalesOpportunity"("assignedAgentId");
+
+-- CreateIndex
+CREATE INDEX "CustomerTimelineEvent_customerId_occurredAt_idx" ON "CustomerTimelineEvent"("customerId", "occurredAt");
+
+-- CreateIndex
+CREATE INDEX "CrmNextAction_customerId_completed_idx" ON "CrmNextAction"("customerId", "completed");
+
+-- CreateIndex
+CREATE INDEX "CrmNextAction_dueAt_idx" ON "CrmNextAction"("dueAt");
+
+-- CreateIndex
+CREATE INDEX "CustomerAssignmentRequest_status_idx" ON "CustomerAssignmentRequest"("status");
+
+-- CreateIndex
+CREATE INDEX "CustomerAssignmentRequest_customerId_idx" ON "CustomerAssignmentRequest"("customerId");
+
+-- AddForeignKey
+ALTER TABLE "SalesOpportunity" ADD CONSTRAINT "SalesOpportunity_customerId_fkey" FOREIGN KEY ("customerId") REFERENCES "Customer"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "SalesOpportunity" ADD CONSTRAINT "SalesOpportunity_assignedAgentId_fkey" FOREIGN KEY ("assignedAgentId") REFERENCES "Customer"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "SalesOpportunity" ADD CONSTRAINT "SalesOpportunity_wonOrderId_fkey" FOREIGN KEY ("wonOrderId") REFERENCES "Order"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "CustomerTimelineEvent" ADD CONSTRAINT "CustomerTimelineEvent_customerId_fkey" FOREIGN KEY ("customerId") REFERENCES "Customer"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "CrmNextAction" ADD CONSTRAINT "CrmNextAction_customerId_fkey" FOREIGN KEY ("customerId") REFERENCES "Customer"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "CrmNextAction" ADD CONSTRAINT "CrmNextAction_opportunityId_fkey" FOREIGN KEY ("opportunityId") REFERENCES "SalesOpportunity"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "CustomerAssignmentRequest" ADD CONSTRAINT "CustomerAssignmentRequest_customerId_fkey" FOREIGN KEY ("customerId") REFERENCES "Customer"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "CustomerAssignmentRequest" ADD CONSTRAINT "CustomerAssignmentRequest_fromAgentId_fkey" FOREIGN KEY ("fromAgentId") REFERENCES "Customer"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "CustomerAssignmentRequest" ADD CONSTRAINT "CustomerAssignmentRequest_toAgentId_fkey" FOREIGN KEY ("toAgentId") REFERENCES "Customer"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "CustomerAssignmentRequest" ADD CONSTRAINT "CustomerAssignmentRequest_requestedByAgentId_fkey" FOREIGN KEY ("requestedByAgentId") REFERENCES "Customer"("id") ON DELETE CASCADE ON UPDATE CASCADE;
@@ -85,6 +85,50 @@ enum InteractionType {
  note
 }

+enum SalesPipelineStage {
+  negotiation
+  awaiting_catalog
+  awaiting_price
+  ready_to_order
+}
+
+enum OpportunityOutcome {
+  open
+  won
+  lost
+}
+
+enum LostReason {
+  price
+  product
+  supply_time
+  customer_decision
+  other
+}
+
+enum TimelineEventSource {
+  manual
+  system
+}
+
+enum TimelineEventKind {
+  meeting
+  call
+  note
+  reminder
+  next_action
+  order_created
+  price_announced
+  price_confirmed
+  catalog_requested
+}
+
+enum AssignmentRequestStatus {
+  pending
+  approved
+  rejected
+}
+
 enum ProductSeason {
  summer
  winter
@@ -240,21 +284,29 @@ model Customer {
  createdAt       DateTime     @default(now())
  updatedAt       DateTime     @updatedAt

-  company            Company?               @relation(fields: [companyId], references: [id], onDelete: SetNull)
-  levelDef           CustomerLevelDef?      @relation(fields: [levelDefId], references: [id], onDelete: SetNull)
-  assignedAgent      Customer?              @relation("AgentCustomers", fields: [assignedAgentId], references: [id], onDelete: SetNull)
-  agentCustomers     Customer[]             @relation("AgentCustomers")
-  carts              Cart[]
-  orders             Order[]
-  notifications      CustomerNotification[]
-  meetings           MeetingInteraction[]   @relation("MeetingCustomer")
-  meetingsAsAgent    MeetingInteraction[]   @relation("MeetingAgent")
-  reminders          Reminder[]             @relation("ReminderOwner")
-  remindersAbout     Reminder[]             @relation("ReminderCustomer")
-  favorites          ProductFavorite[]
-  catalogRequests    CatalogRequest[]
-  productSuggestions ProductSuggestion[]
-  addresses          CustomerAddress[]
+  company             Company?                    @relation(fields: [companyId], references: [id], onDelete: SetNull)
+  levelDef            CustomerLevelDef?           @relation(fields: [levelDefId], references: [id], onDelete: SetNull)
+  assignedAgent       Customer?                   @relation("AgentCustomers", fields: [assignedAgentId], references: [id], onDelete: SetNull)
+  agentCustomers      Customer[]                  @relation("AgentCustomers")
+  carts               Cart[]
+  orders              Order[]
+  notifications       CustomerNotification[]
+  meetings            MeetingInteraction[]        @relation("MeetingCustomer")
+  meetingsAsAgent     MeetingInteraction[]        @relation("MeetingAgent")
+  reminders           Reminder[]                  @relation("ReminderOwner")
+  remindersAbout      Reminder[]                  @relation("ReminderCustomer")
+  favorites           ProductFavorite[]
+  catalogRequests     CatalogRequest[]
+  productSuggestions  ProductSuggestion[]
+  addresses           CustomerAddress[]
+  salesOpportunities  SalesOpportunity[]
+  timelineEvents      CustomerTimelineEvent[]
+  crmNextActions      CrmNextAction[]
+  assignmentRequests  CustomerAssignmentRequest[] @relation("AssignmentCustomer")
+  assignmentFrom      CustomerAssignmentRequest[] @relation("AssignmentFromAgent")
+  assignmentTo        CustomerAssignmentRequest[] @relation("AssignmentToAgent")
+  assignmentRequested CustomerAssignmentRequest[] @relation("AssignmentRequestedBy")
+  opportunitiesOwned  SalesOpportunity[]          @relation("OpportunityAgent")

  @@index([companyId])
  @@index([appRole])
@@ -363,14 +415,15 @@ model Order {
  createdAt            DateTime               @default(now())
  updatedAt            DateTime               @updatedAt

-  user          Customer               @relation(fields: [userId], references: [id], onDelete: Restrict)
-  company       Company                @relation(fields: [companyId], references: [id], onDelete: Restrict)
-  items         OrderItem[]
-  checks        Check[]
-  cashReceipt   CashPaymentReceipt?
-  shipment      Shipment?
-  statusHistory OrderStatusHistory[]
-  notifications CustomerNotification[]
+  user             Customer               @relation(fields: [userId], references: [id], onDelete: Restrict)
+  company          Company                @relation(fields: [companyId], references: [id], onDelete: Restrict)
+  items            OrderItem[]
+  checks           Check[]
+  cashReceipt      CashPaymentReceipt?
+  shipment         Shipment?
+  statusHistory    OrderStatusHistory[]
+  notifications    CustomerNotification[]
+  wonOpportunities SalesOpportunity[]

  @@index([userId])
  @@index([companyId])
@@ -620,6 +673,94 @@ model Reminder {
  @@index([date])
 }

+model SalesOpportunity {
+  id              String             @id @default(cuid())
+  customerId      String
+  stage           SalesPipelineStage @default(negotiation)
+  outcome         OpportunityOutcome @default(open)
+  lostReason      LostReason?
+  lostNote        String?
+  lostAt          DateTime?
+  wonOrderId      String?
+  wonAt           DateTime?
+  assignedAgentId String?
+  ownerAdminId    String?
+  createdAt       DateTime           @default(now())
+  updatedAt       DateTime           @updatedAt
+
+  customer      Customer        @relation(fields: [customerId], references: [id], onDelete: Cascade)
+  assignedAgent Customer?       @relation("OpportunityAgent", fields: [assignedAgentId], references: [id], onDelete: SetNull)
+  wonOrder      Order?          @relation(fields: [wonOrderId], references: [id], onDelete: SetNull)
+  nextActions   CrmNextAction[]
+
+  @@index([customerId])
+  @@index([stage, outcome])
+  @@index([assignedAgentId])
+}
+
+model CustomerTimelineEvent {
+  id               String              @id @default(cuid())
+  customerId       String
+  kind             TimelineEventKind
+  source           TimelineEventSource @default(manual)
+  title            String
+  body             String?
+  occurredAt       DateTime            @default(now())
+  actorAdminId     String?
+  actorCustomerId  String?
+  relatedOrderId   String?
+  relatedMeetingId String?
+  relatedActionId  String?
+  createdAt        DateTime            @default(now())
+
+  customer Customer @relation(fields: [customerId], references: [id], onDelete: Cascade)
+
+  @@index([customerId, occurredAt])
+}
+
+model CrmNextAction {
+  id              String    @id @default(cuid())
+  customerId      String
+  opportunityId   String?
+  title           String
+  description     String?
+  dueAt           DateTime
+  completed       Boolean   @default(false)
+  completedAt     DateTime?
+  assigneeAdminId String?
+  assigneeAgentId String?
+  createdAt       DateTime  @default(now())
+  updatedAt       DateTime  @updatedAt
+
+  customer    Customer          @relation(fields: [customerId], references: [id], onDelete: Cascade)
+  opportunity SalesOpportunity? @relation(fields: [opportunityId], references: [id], onDelete: SetNull)
+
+  @@index([customerId, completed])
+  @@index([dueAt])
+}
+
+model CustomerAssignmentRequest {
+  id                 String                  @id @default(cuid())
+  customerId         String
+  fromAgentId        String?
+  toAgentId          String
+  requestedByAgentId String
+  status             AssignmentRequestStatus @default(pending)
+  reviewNote         String?
+  reviewedByAdminId  String?
+  reviewedAt         DateTime?
+  createdAt          DateTime                @default(now())
+  updatedAt          DateTime                @updatedAt
+
+  customer         Customer  @relation("AssignmentCustomer", fields: [customerId], references: [id], onDelete: Cascade)
+  fromAgent        Customer? @relation("AssignmentFromAgent", fields: [fromAgentId], references: [id], onDelete: SetNull)
+  toAgent          Customer  @relation("AssignmentToAgent", fields: [toAgentId], references: [id], onDelete: Cascade)
+  requestedByAgent Customer  @relation("AssignmentRequestedBy", fields: [requestedByAgentId], references: [id], onDelete: Cascade)
+
+  @@index([status])
+  @@index([customerId])
+}
+
 model ProductFavorite {
  id         String   @id @default(cuid())
  customerId String