Redesign sales goals and forecast with typed targets and live progress.

Match desktop/mobile mockups and compute current amounts, status, and KPIs from real CRM data. Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 18:38:11 +03:30
parent 1c1b77e74a
commit 32af147237
8 changed files with 1287 additions and 385 deletions
@@ -0,0 +1,6 @@
+-- AlterTable SalesGoal: typed goals + forecast fields
+ALTER TABLE "SalesGoal" ADD COLUMN IF NOT EXISTS "type" TEXT NOT NULL DEFAULT 'sales';
+ALTER TABLE "SalesGoal" ADD COLUMN IF NOT EXISTS "forecastAmount" DECIMAL(18,2);
+ALTER TABLE "SalesGoal" ADD COLUMN IF NOT EXISTS "probability" DECIMAL(5,2);
+
+CREATE INDEX IF NOT EXISTS "SalesGoal_organizationId_type_idx" ON "SalesGoal"("organizationId", "type");
@@ -758,9 +758,14 @@ model SalesGoal {
  userId         String?
  user           User?        @relation("SalesGoalUser", fields: [userId], references: [id], onDelete: Cascade)
  title          String
+  /// sales|customer|revenue|deal|activity|quality
+  type           String       @default("sales")
  periodStart    DateTime
  periodEnd      DateTime
  targetAmount   Decimal      @db.Decimal(18, 2)
+  forecastAmount Decimal?     @db.Decimal(18, 2)
+  /// 0-100
+  probability    Decimal?     @db.Decimal(5, 2)
  currency       String       @default("IRR")
  notes          String?
  createdAt      DateTime     @default(now())
@@ -768,6 +773,7 @@ model SalesGoal {

  @@index([organizationId, periodStart, periodEnd])
  @@index([userId])
+  @@index([organizationId, type])
 }

 model ExchangeRate {
@@ -1174,6 +1174,7 @@ async function main() {
      data: {
        organizationId: org.id,
        userId: null,
+        type: 'sales',
        title: 'هدف فروش سازمانی ماه جاری',
        periodStart,
        periodEnd,
@@ -1190,6 +1191,7 @@ async function main() {
        data: {
          organizationId: org.id,
          userId: salesUser.id,
+          type: 'sales',
          title: 'هدف شخصی کارشناس فروش',
          periodStart,
          periodEnd,