CRM apis

prisma/migrations/20261010100000_admin_crm/migration.sql

@@ -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;

prisma/schema.prisma

@@ -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
@@ -255,6 +299,14 @@ model Customer {
   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])
@@ -369,8 +421,9 @@ model Order {
   checks         Check[]
   cashReceipt    CashPaymentReceipt?
   shipment       Shipment?
-  statusHistory  OrderStatusHistory[]
+  statusHistory     OrderStatusHistory[]
-  notifications  CustomerNotification[]
+  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

runtime/migrations/20261010100000_admin_crm/migration.sql

@@ -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;

runtime/schema.prisma

@@ -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)
+  company             Company?                    @relation(fields: [companyId], references: [id], onDelete: SetNull)
-  levelDef           CustomerLevelDef?      @relation(fields: [levelDefId], references: [id], onDelete: SetNull)
+  levelDef            CustomerLevelDef?           @relation(fields: [levelDefId], references: [id], onDelete: SetNull)
-  assignedAgent      Customer?              @relation("AgentCustomers", fields: [assignedAgentId], references: [id], onDelete: SetNull)
+  assignedAgent       Customer?                   @relation("AgentCustomers", fields: [assignedAgentId], references: [id], onDelete: SetNull)
-  agentCustomers     Customer[]             @relation("AgentCustomers")
+  agentCustomers      Customer[]                  @relation("AgentCustomers")
-  carts              Cart[]
+  carts               Cart[]
-  orders             Order[]
+  orders              Order[]
-  notifications      CustomerNotification[]
+  notifications       CustomerNotification[]
-  meetings           MeetingInteraction[]   @relation("MeetingCustomer")
+  meetings            MeetingInteraction[]        @relation("MeetingCustomer")
-  meetingsAsAgent    MeetingInteraction[]   @relation("MeetingAgent")
+  meetingsAsAgent     MeetingInteraction[]        @relation("MeetingAgent")
-  reminders          Reminder[]             @relation("ReminderOwner")
+  reminders           Reminder[]                  @relation("ReminderOwner")
-  remindersAbout     Reminder[]             @relation("ReminderCustomer")
+  remindersAbout      Reminder[]                  @relation("ReminderCustomer")
-  favorites          ProductFavorite[]
+  favorites           ProductFavorite[]
-  catalogRequests    CatalogRequest[]
+  catalogRequests     CatalogRequest[]
-  productSuggestions ProductSuggestion[]
+  productSuggestions  ProductSuggestion[]
-  addresses          CustomerAddress[]
+  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)
+  user             Customer               @relation(fields: [userId], references: [id], onDelete: Restrict)
-  company       Company                @relation(fields: [companyId], references: [id], onDelete: Restrict)
+  company          Company                @relation(fields: [companyId], references: [id], onDelete: Restrict)
-  items         OrderItem[]
+  items            OrderItem[]
-  checks        Check[]
+  checks           Check[]
-  cashReceipt   CashPaymentReceipt?
+  cashReceipt      CashPaymentReceipt?
-  shipment      Shipment?
+  shipment         Shipment?
-  statusHistory OrderStatusHistory[]
+  statusHistory    OrderStatusHistory[]
-  notifications CustomerNotification[]
+  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

src/app.module.ts

@@ -24,6 +24,7 @@ import { SuggestionsModule } from './suggestions/suggestions.module';
 import { BannersModule } from './banners/banners.module';
 import { AddressesModule } from './addresses/addresses.module';
 import { InternalMessagesModule } from './internal-messages/internal-messages.module';
+import { CrmModule } from './crm/crm.module';
 
 @Module({
   imports: [
@@ -50,6 +51,7 @@ import { InternalMessagesModule } from './internal-messages/internal-messages.mo
     BannersModule,
     AddressesModule,
     InternalMessagesModule,
+    CrmModule,
   ],
   providers: [
     {

src/crm/admin-agents.controller.ts

@@ -0,0 +1,67 @@
+import {
+  Body,
+  Controller,
+  Get,
+  Param,
+  Patch,
+  Post,
+  Query,
+} from '@nestjs/common';
+import { AssignmentRequestStatus } from '@prisma/client';
+import { AuthType, Roles } from '../common/decorators/auth.decorators';
+import { CurrentUser } from '../common/decorators/current-user.decorator';
+import type { AuthPrincipal } from '../common/decorators/current-user.decorator';
+import { CrmService } from './crm.service';
+import {
+  CreateAdminAgentDto,
+  ReviewAssignmentRequestDto,
+  UpdateAdminAgentDto,
+} from './dto/crm.dto';
+
+@Controller('admin/agents')
+@AuthType('admin')
+@Roles('admin', 'sales')
+export class AdminAgentsController {
+  constructor(private readonly crmService: CrmService) {}
+
+  @Get()
+  list(@Query('q') q?: string) {
+    return this.crmService.listAgents(q);
+  }
+
+  @Post()
+  create(@Body() dto: CreateAdminAgentDto) {
+    return this.crmService.createAgent(dto);
+  }
+
+  @Patch(':id')
+  update(@Param('id') id: string, @Body() dto: UpdateAdminAgentDto) {
+    return this.crmService.updateAgent(id, dto);
+  }
+
+  @Get(':id/customers')
+  customers(@Param('id') id: string) {
+    return this.crmService.listAgentCustomers(id);
+  }
+}
+
+@Controller('admin/assignment-requests')
+@AuthType('admin')
+@Roles('admin', 'sales')
+export class AdminAssignmentRequestsController {
+  constructor(private readonly crmService: CrmService) {}
+
+  @Get()
+  list(@Query('status') status?: AssignmentRequestStatus) {
+    return this.crmService.listAssignmentRequests(status);
+  }
+
+  @Patch(':id')
+  review(
+    @Param('id') id: string,
+    @CurrentUser() user: AuthPrincipal,
+    @Body() dto: ReviewAssignmentRequestDto,
+  ) {
+    return this.crmService.reviewAssignmentRequest(id, user.id, dto);
+  }
+}

src/crm/crm.controller.ts

@@ -0,0 +1,33 @@
+import { Controller, Get, Param, Patch, Body, Query } from '@nestjs/common';
+import { SalesPipelineStage } from '@prisma/client';
+import { AuthType, Roles } from '../common/decorators/auth.decorators';
+import { CrmService } from './crm.service';
+import { UpdateOpportunityDto } from './dto/crm.dto';
+
+@Controller('admin/crm')
+@AuthType('admin')
+@Roles('admin', 'sales')
+export class CrmController {
+  constructor(private readonly crmService: CrmService) {}
+
+  @Get('pipeline')
+  pipeline() {
+    return this.crmService.getPipelineCounts();
+  }
+
+  @Get('pipeline/:stage/customers')
+  pipelineCustomers(
+    @Param('stage') stage: SalesPipelineStage,
+    @Query('q') q?: string,
+  ) {
+    return this.crmService.listPipelineCustomers(stage, q);
+  }
+
+  @Patch('opportunities/:id')
+  updateOpportunity(
+    @Param('id') id: string,
+    @Body() dto: UpdateOpportunityDto,
+  ) {
+    return this.crmService.updateOpportunity(id, dto);
+  }
+}

src/crm/crm.module.ts

@@ -0,0 +1,24 @@
+import { Module } from '@nestjs/common';
+import { CrmService } from './crm.service';
+import { CrmController } from './crm.controller';
+import {
+  AdminNextActionsController,
+  CustomerCrmController,
+} from './customer-crm.controller';
+import {
+  AdminAgentsController,
+  AdminAssignmentRequestsController,
+} from './admin-agents.controller';
+
+@Module({
+  controllers: [
+    CrmController,
+    CustomerCrmController,
+    AdminNextActionsController,
+    AdminAgentsController,
+    AdminAssignmentRequestsController,
+  ],
+  providers: [CrmService],
+  exports: [CrmService],
+})
+export class CrmModule {}

src/crm/crm.service.ts

@@ -0,0 +1,886 @@
+import {
+  BadRequestException,
+  ConflictException,
+  Injectable,
+  NotFoundException,
+} from '@nestjs/common';
+import {
+  AppUserRole,
+  AssignmentRequestStatus,
+  OpportunityOutcome,
+  Prisma,
+  SalesPipelineStage,
+  TimelineEventKind,
+  TimelineEventSource,
+} from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import {
+  CreateAdminAgentDto,
+  CreateNextActionDto,
+  CreateOpportunityDto,
+  CreateTimelineEventDto,
+  ReviewAssignmentRequestDto,
+  SetCustomerAssignmentDto,
+  UpdateAdminAgentDto,
+  UpdateNextActionDto,
+  UpdateOpportunityDto,
+} from './dto/crm.dto';
+import { joinFullName } from '../common/utils/name';
+import {
+  isValidPhone,
+  normalizePhone,
+  toEnglishDigits,
+} from '../common/utils/phone';
+import { resolveAgentCodeForRole } from '../common/utils/agent-code';
+
+const PIPELINE_STAGES: SalesPipelineStage[] = [
+  SalesPipelineStage.negotiation,
+  SalesPipelineStage.awaiting_catalog,
+  SalesPipelineStage.awaiting_price,
+  SalesPipelineStage.ready_to_order,
+];
+
+@Injectable()
+export class CrmService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async getPipelineCounts() {
+    const groups = await this.prisma.salesOpportunity.groupBy({
+      by: ['stage'],
+      where: { outcome: OpportunityOutcome.open },
+      _count: { _all: true },
+    });
+    const counts: Record<SalesPipelineStage, number> = {
+      negotiation: 0,
+      awaiting_catalog: 0,
+      awaiting_price: 0,
+      ready_to_order: 0,
+    };
+    for (const row of groups) {
+      counts[row.stage] = row._count._all;
+    }
+    return { stages: counts, totalOpen: groups.reduce((s, g) => s + g._count._all, 0) };
+  }
+
+  async listPipelineCustomers(stage: SalesPipelineStage, q?: string) {
+    if (!PIPELINE_STAGES.includes(stage)) {
+      throw new BadRequestException('مرحله pipeline نامعتبر است');
+    }
+    const opportunities = await this.prisma.salesOpportunity.findMany({
+      where: {
+        stage,
+        outcome: OpportunityOutcome.open,
+        customer: q
+          ? {
+              OR: [
+                { firstName: { contains: q, mode: 'insensitive' } },
+                { lastName: { contains: q, mode: 'insensitive' } },
+                { phone: { contains: toEnglishDigits(q) } },
+              ],
+            }
+          : undefined,
+      },
+      orderBy: { updatedAt: 'desc' },
+      include: {
+        customer: {
+          include: {
+            assignedAgent: {
+              select: {
+                id: true,
+                firstName: true,
+                lastName: true,
+                phone: true,
+                agentCode: true,
+              },
+            },
+            orders: {
+              select: { id: true, orderNumber: true, createdAt: true, status: true },
+              orderBy: { createdAt: 'desc' },
+              take: 1,
+            },
+          },
+        },
+        assignedAgent: {
+          select: { id: true, firstName: true, lastName: true, agentCode: true },
+        },
+      },
+    });
+    return opportunities.map((o) => this.mapPipelineRow(o));
+  }
+
+  async updateOpportunity(id: string, dto: UpdateOpportunityDto) {
+    const existing = await this.prisma.salesOpportunity.findUnique({
+      where: { id },
+    });
+    if (!existing) throw new NotFoundException('فرصت فروش یافت نشد');
+
+    if (dto.assignedAgentId) {
+      await this.assertAgent(dto.assignedAgentId);
+    }
+
+    const outcome = dto.outcome ?? existing.outcome;
+    if (outcome === OpportunityOutcome.open && existing.outcome !== OpportunityOutcome.open) {
+      const otherOpen = await this.prisma.salesOpportunity.findFirst({
+        where: {
+          customerId: existing.customerId,
+          outcome: OpportunityOutcome.open,
+          id: { not: id },
+        },
+      });
+      if (otherOpen) {
+        throw new ConflictException('این مشتری از قبل فرصت باز دارد');
+      }
+    }
+
+    const data: Prisma.SalesOpportunityUncheckedUpdateInput = {
+      stage: dto.stage,
+      outcome,
+    };
+    if (dto.assignedAgentId !== undefined) {
+      data.assignedAgentId = dto.assignedAgentId;
+    }
+    if (dto.ownerAdminId !== undefined) {
+      data.ownerAdminId = dto.ownerAdminId;
+    }
+    if (outcome === OpportunityOutcome.lost) {
+      data.lostReason = dto.lostReason ?? existing.lostReason;
+      data.lostNote = dto.lostNote ?? existing.lostNote;
+      data.lostAt = new Date();
+      data.wonOrderId = null;
+      data.wonAt = null;
+    } else if (outcome === OpportunityOutcome.won) {
+      data.wonOrderId = dto.wonOrderId ?? existing.wonOrderId;
+      data.wonAt = existing.wonAt ?? new Date();
+      data.lostReason = null;
+      data.lostNote = null;
+      data.lostAt = null;
+    } else {
+      data.lostReason = null;
+      data.lostNote = null;
+      data.lostAt = null;
+      data.wonOrderId = null;
+      data.wonAt = null;
+    }
+
+    const updated = await this.prisma.salesOpportunity.update({
+      where: { id },
+      data,
+    });
+    return this.mapOpportunity(updated);
+  }
+
+  async createOpportunity(customerId: string, dto: CreateOpportunityDto) {
+    await this.assertCustomer(customerId);
+    const open = await this.prisma.salesOpportunity.findFirst({
+      where: { customerId, outcome: OpportunityOutcome.open },
+    });
+    if (open) {
+      throw new ConflictException('فرصت باز برای این مشتری وجود دارد');
+    }
+    if (dto.assignedAgentId) {
+      await this.assertAgent(dto.assignedAgentId);
+    }
+    const created = await this.prisma.salesOpportunity.create({
+      data: {
+        customerId,
+        stage: dto.stage ?? SalesPipelineStage.negotiation,
+        assignedAgentId: dto.assignedAgentId ?? null,
+      },
+    });
+    return this.mapOpportunity(created);
+  }
+
+  async getCustomerCrmExtras(customerId: string) {
+    const [openOpportunity, timelineCount, openActions] = await Promise.all([
+      this.prisma.salesOpportunity.findFirst({
+        where: { customerId, outcome: OpportunityOutcome.open },
+        orderBy: { createdAt: 'desc' },
+      }),
+      this.prisma.customerTimelineEvent.count({ where: { customerId } }),
+      this.prisma.crmNextAction.count({
+        where: { customerId, completed: false },
+      }),
+    ]);
+    return {
+      openOpportunity: openOpportunity
+        ? this.mapOpportunity(openOpportunity)
+        : null,
+      timelineCount,
+      openNextActionsCount: openActions,
+    };
+  }
+
+  async listTimeline(customerId: string) {
+    await this.assertCustomer(customerId);
+    const events = await this.prisma.customerTimelineEvent.findMany({
+      where: { customerId },
+      orderBy: { occurredAt: 'desc' },
+    });
+    return events.map((e) => this.mapTimelineEvent(e));
+  }
+
+  async createTimeline(
+    customerId: string,
+    adminId: string,
+    dto: CreateTimelineEventDto,
+  ) {
+    await this.assertCustomer(customerId);
+    await this.ensureOpenOpportunity(customerId);
+    const created = await this.prisma.customerTimelineEvent.create({
+      data: {
+        customerId,
+        kind: dto.kind,
+        source: TimelineEventSource.manual,
+        title: dto.title.trim(),
+        body: dto.body?.trim() || null,
+        occurredAt: dto.occurredAt ? new Date(dto.occurredAt) : new Date(),
+        actorAdminId: adminId,
+      },
+    });
+    return this.mapTimelineEvent(created);
+  }
+
+  async listNextActions(customerId: string) {
+    await this.assertCustomer(customerId);
+    const rows = await this.prisma.crmNextAction.findMany({
+      where: { customerId },
+      orderBy: [{ completed: 'asc' }, { dueAt: 'asc' }],
+    });
+    return rows.map((r) => this.mapNextAction(r));
+  }
+
+  async createNextAction(customerId: string, dto: CreateNextActionDto) {
+    await this.assertCustomer(customerId);
+    if (dto.assigneeAgentId) await this.assertAgent(dto.assigneeAgentId);
+    const created = await this.prisma.crmNextAction.create({
+      data: {
+        customerId,
+        opportunityId: dto.opportunityId || null,
+        title: dto.title.trim(),
+        description: dto.description?.trim() || null,
+        dueAt: new Date(dto.dueAt),
+        assigneeAdminId: dto.assigneeAdminId || null,
+        assigneeAgentId: dto.assigneeAgentId || null,
+      },
+    });
+    return this.mapNextAction(created);
+  }
+
+  async updateNextAction(id: string, dto: UpdateNextActionDto) {
+    const existing = await this.prisma.crmNextAction.findUnique({
+      where: { id },
+    });
+    if (!existing) throw new NotFoundException('اقدام بعدی یافت نشد');
+    if (dto.assigneeAgentId) await this.assertAgent(dto.assigneeAgentId);
+
+    const completed =
+      dto.completed !== undefined ? dto.completed : existing.completed;
+
+    const updated = await this.prisma.crmNextAction.update({
+      where: { id },
+      data: {
+        title: dto.title?.trim(),
+        description:
+          dto.description !== undefined
+            ? dto.description?.trim() || null
+            : undefined,
+        dueAt: dto.dueAt ? new Date(dto.dueAt) : undefined,
+        completed,
+        completedAt:
+          completed && !existing.completed
+            ? new Date()
+            : !completed
+              ? null
+              : undefined,
+        assigneeAdminId:
+          dto.assigneeAdminId !== undefined ? dto.assigneeAdminId : undefined,
+        assigneeAgentId:
+          dto.assigneeAgentId !== undefined ? dto.assigneeAgentId : undefined,
+      },
+    });
+    return this.mapNextAction(updated);
+  }
+
+  async setCustomerAssignment(customerId: string, dto: SetCustomerAssignmentDto) {
+    await this.assertCustomer(customerId);
+    if (dto.assignedAgentId) {
+      await this.assertAgent(dto.assignedAgentId, customerId);
+    }
+    const customer = await this.prisma.customer.update({
+      where: { id: customerId },
+      data: { assignedAgentId: dto.assignedAgentId ?? null },
+      select: {
+        id: true,
+        assignedAgentId: true,
+        assignedAgent: {
+          select: {
+            id: true,
+            firstName: true,
+            lastName: true,
+            phone: true,
+            agentCode: true,
+          },
+        },
+      },
+    });
+    await this.prisma.salesOpportunity.updateMany({
+      where: { customerId, outcome: OpportunityOutcome.open },
+      data: { assignedAgentId: dto.assignedAgentId ?? null },
+    });
+    await this.recordSystemEvent(customerId, {
+      kind: TimelineEventKind.note,
+      title: 'تغییر واسطه منتسب',
+      body: customer.assignedAgent
+        ? `واسطه: ${joinFullName(customer.assignedAgent.firstName, customer.assignedAgent.lastName)}`
+        : 'بدون واسطه',
+    });
+    return {
+      customerId: customer.id,
+      assignedAgentId: customer.assignedAgentId,
+      assignedAgent: customer.assignedAgent
+        ? {
+            id: customer.assignedAgent.id,
+            name: joinFullName(
+              customer.assignedAgent.firstName,
+              customer.assignedAgent.lastName,
+            ),
+            phone: customer.assignedAgent.phone,
+            code: customer.assignedAgent.agentCode ?? '',
+          }
+        : null,
+    };
+  }
+
+  async listAgents(q?: string) {
+    const agents = await this.prisma.customer.findMany({
+      where: {
+        appRole: AppUserRole.agent,
+        ...(q
+          ? {
+              OR: [
+                { firstName: { contains: q, mode: 'insensitive' } },
+                { lastName: { contains: q, mode: 'insensitive' } },
+                { phone: { contains: toEnglishDigits(q) } },
+                { agentCode: { contains: q, mode: 'insensitive' } },
+              ],
+            }
+          : {}),
+      },
+      orderBy: { createdAt: 'desc' },
+      include: {
+        agentCustomers: { select: { id: true } },
+      },
+    });
+    return agents.map((a) => ({
+      id: a.id,
+      firstName: a.firstName,
+      lastName: a.lastName,
+      name: joinFullName(a.firstName, a.lastName),
+      phone: a.phone,
+      agentCode: a.agentCode ?? '',
+      isActive: a.isActive,
+      customersCount: a.agentCustomers.length,
+      createdAt: a.createdAt.toISOString(),
+    }));
+  }
+
+  async createAgent(dto: CreateAdminAgentDto) {
+    const phone = normalizePhone(toEnglishDigits(dto.phone));
+    if (!isValidPhone(phone)) {
+      throw new BadRequestException('شماره موبایل نامعتبر است');
+    }
+    try {
+      const agent = await this.prisma.$transaction(async (tx) => {
+        const agentCode = await resolveAgentCodeForRole(
+          tx,
+          AppUserRole.agent,
+          dto.agentCode?.trim() || null,
+        );
+        return tx.customer.create({
+          data: {
+            firstName: dto.firstName.trim(),
+            lastName: dto.lastName?.trim() ?? '',
+            phone,
+            appRole: AppUserRole.agent,
+            agentCode,
+            isActive: dto.isActive ?? true,
+          },
+        });
+      });
+      return this.mapAgent(agent);
+    } catch (e) {
+      if (
+        e instanceof Prisma.PrismaClientKnownRequestError &&
+        e.code === 'P2002'
+      ) {
+        throw new ConflictException('این شماره یا کد واسطه قبلاً ثبت شده است');
+      }
+      throw e;
+    }
+  }
+
+  async updateAgent(id: string, dto: UpdateAdminAgentDto) {
+    const existing = await this.prisma.customer.findUnique({ where: { id } });
+    if (!existing || existing.appRole !== AppUserRole.agent) {
+      throw new NotFoundException('واسطه یافت نشد');
+    }
+    const phone =
+      dto.phone !== undefined
+        ? normalizePhone(toEnglishDigits(dto.phone))
+        : undefined;
+    if (phone !== undefined && !isValidPhone(phone)) {
+      throw new BadRequestException('شماره موبایل نامعتبر است');
+    }
+    const agent = await this.prisma.customer.update({
+      where: { id },
+      data: {
+        firstName: dto.firstName?.trim(),
+        lastName: dto.lastName?.trim(),
+        phone,
+        isActive: dto.isActive,
+        ...(dto.agentCode !== undefined
+          ? { agentCode: dto.agentCode.trim() || null }
+          : {}),
+      },
+    });
+    return this.mapAgent(agent);
+  }
+
+  async listAgentCustomers(agentId: string) {
+    await this.assertAgent(agentId);
+    const customers = await this.prisma.customer.findMany({
+      where: { assignedAgentId: agentId, appRole: AppUserRole.customer },
+      orderBy: { createdAt: 'desc' },
+    });
+    return customers.map((c) => ({
+      id: c.id,
+      name: joinFullName(c.firstName, c.lastName),
+      phone: c.phone,
+      isActive: c.isActive,
+      createdAt: c.createdAt.toISOString(),
+    }));
+  }
+
+  async listAssignmentRequests(status?: AssignmentRequestStatus) {
+    const rows = await this.prisma.customerAssignmentRequest.findMany({
+      where: status ? { status } : undefined,
+      orderBy: { createdAt: 'desc' },
+      include: {
+        customer: {
+          select: { id: true, firstName: true, lastName: true, phone: true },
+        },
+        fromAgent: {
+          select: { id: true, firstName: true, lastName: true, agentCode: true },
+        },
+        toAgent: {
+          select: { id: true, firstName: true, lastName: true, agentCode: true },
+        },
+        requestedByAgent: {
+          select: { id: true, firstName: true, lastName: true, agentCode: true },
+        },
+      },
+    });
+    return rows.map((r) => ({
+      id: r.id,
+      status: r.status,
+      reviewNote: r.reviewNote,
+      reviewedByAdminId: r.reviewedByAdminId,
+      reviewedAt: r.reviewedAt?.toISOString() ?? null,
+      createdAt: r.createdAt.toISOString(),
+      customer: {
+        id: r.customer.id,
+        name: joinFullName(r.customer.firstName, r.customer.lastName),
+        phone: r.customer.phone,
+      },
+      fromAgent: r.fromAgent
+        ? {
+            id: r.fromAgent.id,
+            name: joinFullName(r.fromAgent.firstName, r.fromAgent.lastName),
+            code: r.fromAgent.agentCode ?? '',
+          }
+        : null,
+      toAgent: {
+        id: r.toAgent.id,
+        name: joinFullName(r.toAgent.firstName, r.toAgent.lastName),
+        code: r.toAgent.agentCode ?? '',
+      },
+      requestedBy: {
+        id: r.requestedByAgent.id,
+        name: joinFullName(
+          r.requestedByAgent.firstName,
+          r.requestedByAgent.lastName,
+        ),
+        code: r.requestedByAgent.agentCode ?? '',
+      },
+    }));
+  }
+
+  async reviewAssignmentRequest(
+    id: string,
+    adminId: string,
+    dto: ReviewAssignmentRequestDto,
+  ) {
+    if (
+      dto.status !== AssignmentRequestStatus.approved &&
+      dto.status !== AssignmentRequestStatus.rejected
+    ) {
+      throw new BadRequestException('وضعیت باید approved یا rejected باشد');
+    }
+    const row = await this.prisma.customerAssignmentRequest.findUnique({
+      where: { id },
+    });
+    if (!row) throw new NotFoundException('درخواست یافت نشد');
+    if (row.status !== AssignmentRequestStatus.pending) {
+      throw new BadRequestException('این درخواست قبلاً بررسی شده است');
+    }
+
+    const updated = await this.prisma.$transaction(async (tx) => {
+      const req = await tx.customerAssignmentRequest.update({
+        where: { id },
+        data: {
+          status: dto.status,
+          reviewNote: dto.reviewNote?.trim() || null,
+          reviewedByAdminId: adminId,
+          reviewedAt: new Date(),
+        },
+      });
+      if (dto.status === AssignmentRequestStatus.approved) {
+        await tx.customer.update({
+          where: { id: row.customerId },
+          data: { assignedAgentId: row.toAgentId },
+        });
+        await tx.salesOpportunity.updateMany({
+          where: {
+            customerId: row.customerId,
+            outcome: OpportunityOutcome.open,
+          },
+          data: { assignedAgentId: row.toAgentId },
+        });
+      }
+      return req;
+    });
+
+    await this.recordSystemEvent(row.customerId, {
+      kind: TimelineEventKind.note,
+      title:
+        dto.status === AssignmentRequestStatus.approved
+          ? 'تأیید انتقال واسطه'
+          : 'رد انتقال واسطه',
+      body: dto.reviewNote?.trim() || undefined,
+    });
+
+    return {
+      id: updated.id,
+      status: updated.status,
+      reviewedAt: updated.reviewedAt?.toISOString() ?? null,
+    };
+  }
+
+  async onOrderSubmitted(customerId: string, orderId: string) {
+    await this.ensureOpenOpportunity(customerId);
+    const order = await this.prisma.order.findUnique({
+      where: { id: orderId },
+      select: { orderNumber: true },
+    });
+    await this.recordSystemEvent(customerId, {
+      kind: TimelineEventKind.order_created,
+      title: 'ثبت سفارش',
+      body: order ? `شماره سفارش: ${order.orderNumber}` : undefined,
+      relatedOrderId: orderId,
+    });
+  }
+
+  async onInvoicePriced(customerId: string, orderId: string) {
+    await this.ensureOpenOpportunity(customerId);
+    await this.prisma.salesOpportunity.updateMany({
+      where: { customerId, outcome: OpportunityOutcome.open },
+      data: { stage: SalesPipelineStage.awaiting_price },
+    });
+    const order = await this.prisma.order.findUnique({
+      where: { id: orderId },
+      select: { orderNumber: true, finalAmount: true },
+    });
+    await this.recordSystemEvent(customerId, {
+      kind: TimelineEventKind.price_announced,
+      title: 'اعلام قیمت به مشتری',
+      body: order
+        ? `سفارش ${order.orderNumber}${order.finalAmount ? ` — ${Math.round(order.finalAmount).toLocaleString('fa-IR')} تومان` : ''}`
+        : undefined,
+      relatedOrderId: orderId,
+    });
+  }
+
+  async onPriceConfirmed(customerId: string, orderId: string) {
+    await this.prisma.salesOpportunity.updateMany({
+      where: { customerId, outcome: OpportunityOutcome.open },
+      data: { stage: SalesPipelineStage.ready_to_order },
+    });
+    await this.recordSystemEvent(customerId, {
+      kind: TimelineEventKind.price_confirmed,
+      title: 'تأیید قیمت توسط مشتری',
+      relatedOrderId: orderId,
+    });
+  }
+
+  async onOrderWon(customerId: string, orderId: string) {
+    await this.prisma.salesOpportunity.updateMany({
+      where: { customerId, outcome: OpportunityOutcome.open },
+      data: {
+        outcome: OpportunityOutcome.won,
+        wonOrderId: orderId,
+        wonAt: new Date(),
+        stage: SalesPipelineStage.ready_to_order,
+      },
+    });
+    await this.recordSystemEvent(customerId, {
+      kind: TimelineEventKind.order_created,
+      title: 'تبدیل فرصت به فروش',
+      body: 'سفارش نهایی تأیید شد',
+      relatedOrderId: orderId,
+    });
+  }
+
+  private async ensureOpenOpportunity(customerId: string) {
+    const customer = await this.prisma.customer.findUnique({
+      where: { id: customerId },
+      select: { assignedAgentId: true },
+    });
+    if (!customer) return;
+    const open = await this.prisma.salesOpportunity.findFirst({
+      where: { customerId, outcome: OpportunityOutcome.open },
+    });
+    if (open) return;
+    await this.prisma.salesOpportunity.create({
+      data: {
+        customerId,
+        stage: SalesPipelineStage.negotiation,
+        assignedAgentId: customer.assignedAgentId,
+      },
+    });
+  }
+
+  private async recordSystemEvent(
+    customerId: string,
+    input: {
+      kind: TimelineEventKind;
+      title: string;
+      body?: string;
+      relatedOrderId?: string;
+    },
+  ) {
+    await this.prisma.customerTimelineEvent.create({
+      data: {
+        customerId,
+        kind: input.kind,
+        source: TimelineEventSource.system,
+        title: input.title,
+        body: input.body ?? null,
+        relatedOrderId: input.relatedOrderId ?? null,
+      },
+    });
+  }
+
+  private async assertCustomer(id: string) {
+    const c = await this.prisma.customer.findUnique({
+      where: { id },
+      select: { id: true, appRole: true },
+    });
+    if (!c || c.appRole !== AppUserRole.customer) {
+      throw new NotFoundException('مشتری یافت نشد');
+    }
+  }
+
+  private async assertAgent(agentId: string, customerId?: string) {
+    if (customerId && agentId === customerId) {
+      throw new BadRequestException('واسطه نمی‌تواند خود مشتری باشد');
+    }
+    const agent = await this.prisma.customer.findUnique({
+      where: { id: agentId },
+    });
+    if (!agent || agent.appRole !== AppUserRole.agent) {
+      throw new BadRequestException('واسطه معتبر نیست');
+    }
+  }
+
+  private mapOpportunity(o: {
+    id: string;
+    customerId: string;
+    stage: SalesPipelineStage;
+    outcome: OpportunityOutcome;
+    lostReason: string | null;
+    lostNote: string | null;
+    lostAt: Date | null;
+    wonOrderId: string | null;
+    wonAt: Date | null;
+    assignedAgentId: string | null;
+    ownerAdminId: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+  }) {
+    return {
+      id: o.id,
+      customerId: o.customerId,
+      stage: o.stage,
+      outcome: o.outcome,
+      lostReason: o.lostReason,
+      lostNote: o.lostNote,
+      lostAt: o.lostAt?.toISOString() ?? null,
+      wonOrderId: o.wonOrderId,
+      wonAt: o.wonAt?.toISOString() ?? null,
+      assignedAgentId: o.assignedAgentId,
+      ownerAdminId: o.ownerAdminId,
+      createdAt: o.createdAt.toISOString(),
+      updatedAt: o.updatedAt.toISOString(),
+    };
+  }
+
+  private mapTimelineEvent(e: {
+    id: string;
+    customerId: string;
+    kind: TimelineEventKind;
+    source: TimelineEventSource;
+    title: string;
+    body: string | null;
+    occurredAt: Date;
+    actorAdminId: string | null;
+    actorCustomerId: string | null;
+    relatedOrderId: string | null;
+    relatedMeetingId: string | null;
+    relatedActionId: string | null;
+    createdAt: Date;
+  }) {
+    return {
+      id: e.id,
+      customerId: e.customerId,
+      kind: e.kind,
+      source: e.source,
+      title: e.title,
+      body: e.body,
+      occurredAt: e.occurredAt.toISOString(),
+      actorAdminId: e.actorAdminId,
+      actorCustomerId: e.actorCustomerId,
+      relatedOrderId: e.relatedOrderId,
+      relatedMeetingId: e.relatedMeetingId,
+      relatedActionId: e.relatedActionId,
+      createdAt: e.createdAt.toISOString(),
+    };
+  }
+
+  private mapNextAction(a: {
+    id: string;
+    customerId: string;
+    opportunityId: string | null;
+    title: string;
+    description: string | null;
+    dueAt: Date;
+    completed: boolean;
+    completedAt: Date | null;
+    assigneeAdminId: string | null;
+    assigneeAgentId: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+  }) {
+    return {
+      id: a.id,
+      customerId: a.customerId,
+      opportunityId: a.opportunityId,
+      title: a.title,
+      description: a.description,
+      dueAt: a.dueAt.toISOString(),
+      completed: a.completed,
+      completedAt: a.completedAt?.toISOString() ?? null,
+      assigneeAdminId: a.assigneeAdminId,
+      assigneeAgentId: a.assigneeAgentId,
+      createdAt: a.createdAt.toISOString(),
+      updatedAt: a.updatedAt.toISOString(),
+    };
+  }
+
+  private mapAgent(a: {
+    id: string;
+    firstName: string;
+    lastName: string;
+    phone: string;
+    agentCode: string | null;
+    isActive: boolean;
+    createdAt: Date;
+  }) {
+    return {
+      id: a.id,
+      firstName: a.firstName,
+      lastName: a.lastName,
+      name: joinFullName(a.firstName, a.lastName),
+      phone: a.phone,
+      agentCode: a.agentCode ?? '',
+      isActive: a.isActive,
+      createdAt: a.createdAt.toISOString(),
+    };
+  }
+
+  private mapPipelineRow(
+    o: Prisma.SalesOpportunityGetPayload<{
+      include: {
+        customer: {
+          include: {
+            assignedAgent: {
+              select: {
+                id: true;
+                firstName: true;
+                lastName: true;
+                phone: true;
+                agentCode: true;
+              };
+            };
+            orders: {
+              select: {
+                id: true;
+                orderNumber: true;
+                createdAt: true;
+                status: true;
+              };
+            };
+          };
+        };
+        assignedAgent: {
+          select: {
+            id: true;
+            firstName: true;
+            lastName: true;
+            agentCode: true;
+          };
+        };
+      };
+    }>,
+  ) {
+    const c = o.customer;
+    const lastOrder = c.orders[0];
+    const agent = o.assignedAgent ?? c.assignedAgent;
+    return {
+      opportunityId: o.id,
+      stage: o.stage,
+      outcome: o.outcome,
+      customer: {
+        id: c.id,
+        name: joinFullName(c.firstName, c.lastName),
+        phone: c.phone,
+      },
+      agent: agent
+        ? {
+            id: agent.id,
+            name: joinFullName(agent.firstName, agent.lastName),
+            code: agent.agentCode ?? '',
+            phone: 'phone' in agent ? agent.phone : undefined,
+          }
+        : null,
+      lastOrder: lastOrder
+        ? {
+            id: lastOrder.id,
+            orderNumber: lastOrder.orderNumber,
+            status: lastOrder.status,
+            createdAt: lastOrder.createdAt.toISOString(),
+          }
+        : null,
+      updatedAt: o.updatedAt.toISOString(),
+    };
+  }
+}

src/crm/customer-crm.controller.ts

@@ -0,0 +1,81 @@
+import {
+  Body,
+  Controller,
+  Get,
+  Param,
+  Patch,
+  Post,
+} from '@nestjs/common';
+import { AuthType, Roles } from '../common/decorators/auth.decorators';
+import { CurrentUser } from '../common/decorators/current-user.decorator';
+import type { AuthPrincipal } from '../common/decorators/current-user.decorator';
+import { CrmService } from './crm.service';
+import {
+  CreateNextActionDto,
+  CreateOpportunityDto,
+  CreateTimelineEventDto,
+  SetCustomerAssignmentDto,
+  UpdateNextActionDto,
+} from './dto/crm.dto';
+
+@Controller('admin/customers')
+@AuthType('admin')
+@Roles('admin', 'sales')
+export class CustomerCrmController {
+  constructor(private readonly crmService: CrmService) {}
+
+  @Get(':id/timeline')
+  timeline(@Param('id') id: string) {
+    return this.crmService.listTimeline(id);
+  }
+
+  @Post(':id/timeline')
+  addTimeline(
+    @Param('id') id: string,
+    @CurrentUser() user: AuthPrincipal,
+    @Body() dto: CreateTimelineEventDto,
+  ) {
+    return this.crmService.createTimeline(id, user.id, dto);
+  }
+
+  @Get(':id/next-actions')
+  nextActions(@Param('id') id: string) {
+    return this.crmService.listNextActions(id);
+  }
+
+  @Post(':id/next-actions')
+  createNextAction(
+    @Param('id') id: string,
+    @Body() dto: CreateNextActionDto,
+  ) {
+    return this.crmService.createNextAction(id, dto);
+  }
+
+  @Post(':id/opportunities')
+  createOpportunity(
+    @Param('id') id: string,
+    @Body() dto: CreateOpportunityDto,
+  ) {
+    return this.crmService.createOpportunity(id, dto);
+  }
+
+  @Patch(':id/assignment')
+  setAssignment(
+    @Param('id') id: string,
+    @Body() dto: SetCustomerAssignmentDto,
+  ) {
+    return this.crmService.setCustomerAssignment(id, dto);
+  }
+}
+
+@Controller('admin/next-actions')
+@AuthType('admin')
+@Roles('admin', 'sales')
+export class AdminNextActionsController {
+  constructor(private readonly crmService: CrmService) {}
+
+  @Patch(':id')
+  update(@Param('id') id: string, @Body() dto: UpdateNextActionDto) {
+    return this.crmService.updateNextAction(id, dto);
+  }
+}

src/crm/dto/crm.dto.ts

@@ -0,0 +1,183 @@
+import {
+  IsBoolean,
+  IsDateString,
+  IsEnum,
+  IsOptional,
+  IsString,
+  MinLength,
+} from 'class-validator';
+import {
+  AssignmentRequestStatus,
+  LostReason,
+  OpportunityOutcome,
+  SalesPipelineStage,
+  TimelineEventKind,
+} from '@prisma/client';
+
+export class UpdateOpportunityDto {
+  @IsOptional()
+  @IsEnum(SalesPipelineStage)
+  stage?: SalesPipelineStage;
+
+  @IsOptional()
+  @IsEnum(OpportunityOutcome)
+  outcome?: OpportunityOutcome;
+
+  @IsOptional()
+  @IsEnum(LostReason)
+  lostReason?: LostReason;
+
+  @IsOptional()
+  @IsString()
+  lostNote?: string;
+
+  @IsOptional()
+  @IsString()
+  wonOrderId?: string;
+
+  @IsOptional()
+  @IsString()
+  assignedAgentId?: string | null;
+
+  @IsOptional()
+  @IsString()
+  ownerAdminId?: string | null;
+}
+
+export class CreateTimelineEventDto {
+  @IsEnum(TimelineEventKind)
+  kind!: TimelineEventKind;
+
+  @IsString()
+  @MinLength(1)
+  title!: string;
+
+  @IsOptional()
+  @IsString()
+  body?: string;
+
+  @IsOptional()
+  @IsDateString()
+  occurredAt?: string;
+}
+
+export class CreateNextActionDto {
+  @IsString()
+  @MinLength(2)
+  title!: string;
+
+  @IsOptional()
+  @IsString()
+  description?: string;
+
+  @IsDateString()
+  dueAt!: string;
+
+  @IsOptional()
+  @IsString()
+  opportunityId?: string;
+
+  @IsOptional()
+  @IsString()
+  assigneeAdminId?: string;
+
+  @IsOptional()
+  @IsString()
+  assigneeAgentId?: string;
+}
+
+export class UpdateNextActionDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(2)
+  title?: string;
+
+  @IsOptional()
+  @IsString()
+  description?: string;
+
+  @IsOptional()
+  @IsDateString()
+  dueAt?: string;
+
+  @IsOptional()
+  @IsBoolean()
+  completed?: boolean;
+
+  @IsOptional()
+  @IsString()
+  assigneeAdminId?: string | null;
+
+  @IsOptional()
+  @IsString()
+  assigneeAgentId?: string | null;
+}
+
+export class SetCustomerAssignmentDto {
+  @IsOptional()
+  @IsString()
+  assignedAgentId?: string | null;
+}
+
+export class CreateAdminAgentDto {
+  @IsString()
+  @MinLength(2)
+  firstName!: string;
+
+  @IsOptional()
+  @IsString()
+  lastName?: string;
+
+  @IsString()
+  phone!: string;
+
+  @IsOptional()
+  @IsString()
+  agentCode?: string;
+
+  @IsOptional()
+  @IsBoolean()
+  isActive?: boolean;
+}
+
+export class UpdateAdminAgentDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(2)
+  firstName?: string;
+
+  @IsOptional()
+  @IsString()
+  lastName?: string;
+
+  @IsOptional()
+  @IsString()
+  phone?: string;
+
+  @IsOptional()
+  @IsString()
+  agentCode?: string;
+
+  @IsOptional()
+  @IsBoolean()
+  isActive?: boolean;
+}
+
+export class ReviewAssignmentRequestDto {
+  @IsEnum(AssignmentRequestStatus)
+  status!: AssignmentRequestStatus;
+
+  @IsOptional()
+  @IsString()
+  reviewNote?: string;
+}
+
+export class CreateOpportunityDto {
+  @IsOptional()
+  @IsEnum(SalesPipelineStage)
+  stage?: SalesPipelineStage;
+
+  @IsOptional()
+  @IsString()
+  assignedAgentId?: string | null;
+}

src/customers/customers.module.ts

@@ -1,8 +1,10 @@
 import { Module } from '@nestjs/common';
 import { CustomersController } from './customers.controller';
 import { CustomersService } from './customers.service';
+import { CrmModule } from '../crm/crm.module';
 
 @Module({
+  imports: [CrmModule],
   controllers: [CustomersController],
   providers: [CustomersService],
   exports: [CustomersService],

src/customers/customers.service.ts

@@ -14,6 +14,7 @@ import {
 } from '../common/utils/phone';
 import { joinFullName, splitFullName } from '../common/utils/name';
 import { resolveAgentCodeForRole } from '../common/utils/agent-code';
+import { CrmService } from '../crm/crm.service';
 
 const customerInclude = {
   company: { select: { name: true } },
@@ -30,7 +31,10 @@ type CustomerWithRelations = Prisma.CustomerGetPayload<{
 
 @Injectable()
 export class CustomersService {
-  constructor(private readonly prisma: PrismaService) {}
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly crmService: CrmService,
+  ) {}
 
   async findAll(q?: string, appRole?: AppUserRole) {
     const customers = await this.prisma.customer.findMany({
@@ -60,7 +64,8 @@ export class CustomersService {
       include: customerInclude,
     });
     if (!customer) throw new NotFoundException('مشتری یافت نشد');
-    return this.map(customer);
+    const crm = await this.crmService.getCustomerCrmExtras(id);
+    return { ...this.map(customer), crm };
   }
 
   async create(dto: CreateCustomerDto) {

src/orders/orders.module.ts

@@ -7,9 +7,10 @@ import { OrdersService } from './orders.service';
 import { CashInvoiceSchedulerService } from './cash-invoice-scheduler.service';
 import { NotificationsModule } from '../notifications/notifications.module';
 import { AgentModule } from '../agent/agent.module';
+import { CrmModule } from '../crm/crm.module';
 
 @Module({
-  imports: [NotificationsModule, AgentModule],
+  imports: [NotificationsModule, AgentModule, CrmModule],
   controllers: [CustomerOrdersController, AdminOrdersController],
   providers: [OrdersService, CashInvoiceSchedulerService],
   exports: [OrdersService],

src/orders/orders.service.ts

@@ -38,6 +38,7 @@ import {
 } from '../common/utils/order-transitions';
 import { resolveMaxMeterage } from '../common/utils/meterage';
 import { AgentLevelService } from '../agent/agent-level.service';
+import { CrmService } from '../crm/crm.service';
 import { NotificationsService } from '../notifications/notifications.service';
 import { eventForStatus } from '../notifications/notification-events';
 import { joinFullName, splitFullName } from '../common/utils/name';
@@ -87,6 +88,7 @@ export class OrdersService {
     private readonly prisma: PrismaService,
     private readonly notifications: NotificationsService,
     private readonly agentLevelService: AgentLevelService,
+    private readonly crmService: CrmService,
   ) {}
 
   async findMyOrders(userId: string) {
@@ -202,6 +204,7 @@ export class OrdersService {
       body: `سفارش ${order.orderNumber} با ${order.items.length} قلم و ${order.totalMeterage} متر در انتظار قیمت‌گذاری است.`,
       link: `/orders/${order.id}`,
     });
+    void this.crmService.onOrderSubmitted(order.userId, order.id);
 
     return this.mapOrder(order);
   }
@@ -266,6 +269,8 @@ export class OrdersService {
       });
     });
 
+    void this.crmService.onPriceConfirmed(order.userId, id);
+
     return this.findMyOrder(userId, id);
   }
 
@@ -342,6 +347,7 @@ export class OrdersService {
       order.id,
       'order_registered_by_admin',
     );
+    void this.crmService.onOrderSubmitted(order.userId, order.id);
 
     return this.mapOrder(order, true);
   }
@@ -578,6 +584,13 @@ export class OrdersService {
       });
     }
 
+    if (dto.status === OrderStatus.awaiting_settlement) {
+      void this.crmService.onInvoicePriced(order.userId, id);
+    }
+    if (dto.status === OrderStatus.final_approved) {
+      void this.crmService.onOrderWon(order.userId, id);
+    }
+
     return this.findAdminOrder(id);
   }