Backoffice stage 4: partners (agencies, venues) and sales CRM

- CRM: configurable pipeline (default: New → Contact → Meeting → Negotiation →
  Connected / Lost), drag-and-drop board, lead card with call/meeting/note history,
  photos and files, tasks with Telegram reminders at the due time, map of venues
  (OpenStreetMap via Leaflet), lost reason. Sales reps see only their own leads.
- "Connected" in one click: a venue becomes a club card partner with a one-time
  owner link to the work bot; an agency gets a code and a client link. The sales rep
  is recorded on the partner for the bonus.
- Sales bonus formula in settings (per venue, per agency, % of revenue from the
  rep's agency clients for N months); defaults are 0 until the owner sets them.
- Agencies (superadmin): clients, gift subscriptions, reward by month, payouts,
  client link, edit. Venues: offers by membership level (5 languages), staff,
  card checks, 8-week activity, owner link, map point.
- Schema: SalesStage/SalesLead/SalesActivity/SalesTask; salesId on Agency and
  Partner; lat/lng/phone/note on Partner; agencyId on Payout.
- Tests for stage rules, conversion, task reminders and bonus; dev:crm-demo.

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>

apps/api/package.json

@@ -15,7 +15,8 @@
     "dev:initdata": "tsx scripts/dev-initdata.ts",
     "dev:demo": "tsx scripts/dev-demo.ts",
     "dev:bo-demo": "tsx scripts/dev-backoffice-demo.ts",
-    "dev:chats-demo": "tsx scripts/dev-chats-demo.ts"
+    "dev:chats-demo": "tsx scripts/dev-chats-demo.ts",
+    "dev:crm-demo": "tsx scripts/dev-crm-demo.ts"
   },
   "dependencies": {
     "@aws-sdk/client-s3": "^3.1152.0",

apps/api/scripts/dev-crm-demo.ts

@@ -0,0 +1,92 @@
+/**
+ * Локальная разработка: демо для CRM продажника и раздела «Партнёры» (этап 4).
+ *   pnpm --filter @barev/api dev:crm-demo
+ * Создаёт продажника «Давид Саргсян», лиды по этапам с точками на карте Еревана, историю и задачи.
+ * Повторный запуск пересоздаёт демо-лиды (по имени продажника).
+ */
+import { getDb } from '@barev/db';
+import { env } from '../src/env.ts';
+
+if (env.isProd) throw new Error('Только для разработки');
+
+const db = getDb();
+const H = 3600_000;
+const now = Date.now();
+const ago = (h: number) => new Date(now - h * H);
+
+const sales =
+  (await db.adminUser.findFirst({ where: { name: 'Давид Саргсян' } })) ?? (await db.adminUser.create({ data: { name: 'Давид Саргсян', roles: ['SALES'] } }));
+const owner = await db.adminUser.findFirst({ where: { roles: { has: 'SUPERADMIN' } } });
+
+await db.salesLead.deleteMany({ where: { ownerId: sales.id, partnerId: null, agencyId: null } });
+await db.salesTask.deleteMany({ where: { assigneeId: sales.id } });
+
+const stages = Object.fromEntries((await db.salesStage.findMany()).map((s) => [s.id, s]));
+const S = { new: 'stg_new', contact: 'stg_contact', meeting: 'stg_meeting', talks: 'stg_talks', lost: 'stg_lost' } as const;
+if (!stages[S.new]) throw new Error('Нет этапов воронки — примените миграции');
+
+type Act = { type: 'CALL' | 'MEETING' | 'NOTE' | 'STAGE'; text: string; h: number };
+async function lead(
+  data: { kind: 'VENUE' | 'AGENCY'; name: string; category?: string; contactName?: string; phone?: string; telegram?: string; address?: string; lat?: number; lng?: number; note?: string; lostReason?: string },
+  stageId: string,
+  stageH: number,
+  acts: Act[] = [],
+  tasks: { title: string; inH: number }[] = [],
+) {
+  const l = await db.salesLead.create({ data: { ...data, stageId, stageChangedAt: ago(stageH), ownerId: sales.id, createdAt: ago(Math.max(stageH, ...acts.map((a) => a.h)) + 2) } });
+  for (const a of acts) await db.salesActivity.create({ data: { leadId: l.id, authorId: sales.id, type: a.type, text: a.text, createdAt: ago(a.h) } });
+  for (const t of tasks) await db.salesTask.create({ data: { leadId: l.id, assigneeId: sales.id, title: t.title, dueAt: new Date(now + t.inH * H), createdById: sales.id } });
+  return l;
+}
+
+await lead({ kind: 'VENUE', name: 'Gemini Coffee', category: 'cafe', address: 'Абовяна 12', lat: 40.1835, lng: 44.5181, phone: '+374 91 222 333' }, S.new, 20);
+await lead({ kind: 'VENUE', name: 'Tumanyan Shaurma', category: 'restaurant', address: 'Туманяна 40', lat: 40.1868, lng: 44.5108 }, S.new, 6, [], [{ title: 'Позвонить', inH: 3 }]);
+await lead(
+  { kind: 'VENUE', name: 'Ankyun Wine Bar', category: 'restaurant', contactName: 'Ани, управляющая', phone: '+374 93 555 010', telegram: '@ankyun_bar', address: 'Сарьяна 8', lat: 40.1822, lng: 44.5064 },
+  S.contact,
+  50,
+  [
+    { type: 'CALL', text: 'Интересно, просят условия письменно. Собственник решает по средам.', h: 50 },
+    { type: 'STAGE', text: 'Контакт', h: 50 },
+  ],
+  [{ title: 'Отправить условия', inH: -5 }],
+);
+await lead(
+  { kind: 'VENUE', name: 'Lavash Restaurant', category: 'restaurant', contactName: 'Армен, собственник', phone: '+374 99 100 200', address: 'Туманяна 21', lat: 40.1859, lng: 44.5137 },
+  S.meeting,
+  30,
+  [
+    { type: 'CALL', text: 'Договорились о встрече в четверг 15:00', h: 80 },
+    { type: 'MEETING', text: 'Готовы дать −10% по карте и десерт в подарок для Elite. Нужен макет наклейки на дверь.', h: 30 },
+  ],
+  [{ title: 'Привезти наклейку и согласовать предложения', inH: 26 }],
+);
+await lead(
+  { kind: 'VENUE', name: 'Salon Nuar', category: 'beauty', contactName: 'Нуне', phone: '+374 77 300 400', address: 'Пушкина 33', lat: 40.1801, lng: 44.5089 },
+  S.talks,
+  12,
+  [{ type: 'MEETING', text: 'Хотят −15% на первое посещение, обсуждают с партнёром.', h: 12 }],
+  [{ title: 'Узнать решение', inH: 48 }],
+);
+await lead({ kind: 'AGENCY', name: 'Yerevan Homes', contactName: 'Лусине, директор', phone: '+374 98 777 888', telegram: '@yerevanhomes' }, S.contact, 26, [{ type: 'CALL', text: 'Каждый месяц ~15 клиентов из РФ. Интересует подарочный месяц для клиентов.', h: 26 }], [{ title: 'Встреча в офисе', inH: 20 }]);
+await lead({ kind: 'AGENCY', name: 'Relocate.am', contactName: 'Гор', telegram: '@relocate_am' }, S.talks, 70, [{ type: 'MEETING', text: 'Готовы, ждут ставку 12% вместо 10%.', h: 70 }]);
+await lead({ kind: 'VENUE', name: 'Kond Bakery', category: 'cafe', address: 'Конд', lat: 40.1773, lng: 44.4991, lostReason: 'Не устроили условия' }, S.lost, 100, [{ type: 'STAGE', text: 'Отказ: Не устроили условия', h: 100 }]);
+
+// подключённые: точка на карте у существующих партнёров, продажник — у части
+const partners = await db.partner.findMany({ orderBy: { createdAt: 'asc' } });
+const spots: [number, number][] = [
+  [40.1811, 44.5136],
+  [40.1776, 44.5126],
+  [40.1893, 44.5153],
+];
+for (const [i, p] of partners.entries()) {
+  const s = spots[i % spots.length]!;
+  await db.partner.update({ where: { id: p.id }, data: { lat: s[0] + i * 0.0012, lng: s[1] - i * 0.0009, salesId: i === 0 ? sales.id : (p.salesId ?? owner?.id ?? null) } });
+}
+const agency = await db.agency.findFirst({ orderBy: { createdAt: 'asc' } });
+if (agency) await db.agency.update({ where: { id: agency.id }, data: { salesId: sales.id } });
+// задача без лида
+await db.salesTask.create({ data: { assigneeId: sales.id, title: 'Обойти Каскад: кафе без партнёрства', dueAt: new Date(now + 30 * H), createdById: sales.id } });
+
+console.log(`CRM демо готово: продажник ${sales.name}, лидов 8, партнёров на карте ${partners.length}.`);
+process.exit(0);

apps/api/src/routers/backoffice/crm.ts

@@ -0,0 +1,257 @@
+import { convertLead, moveLead, salesBonus, getSettings } from '@barev/services';
+import type { Prisma } from '@barev/db';
+import { TRPCError } from '@trpc/server';
+import { z } from 'zod';
+import { rolesProcedure, router, superProcedure } from '../../trpc.ts';
+
+/** CRM ведут продажники; суперадмин видит всех и настраивает воронку */
+const salesProcedure = rolesProcedure('SALES');
+const CATEGORIES = ['cafe', 'restaurant', 'shop', 'beauty', 'other'] as const;
+
+/** Продажник видит только свои лиды */
+function scope(ctx: { isSuper: boolean; admin: { id: string } }, ownerId?: string): Prisma.SalesLeadWhereInput {
+  if (!ctx.isSuper) return { ownerId: ctx.admin.id };
+  return ownerId ? { ownerId: ownerId === 'none' ? null : ownerId } : {};
+}
+
+async function ownLead(ctx: { db: import('@barev/db').Db; isSuper: boolean; admin: { id: string } }, id: string) {
+  const lead = await ctx.db.salesLead.findUnique({ where: { id } });
+  if (!lead || (!ctx.isSuper && lead.ownerId !== ctx.admin.id)) throw new TRPCError({ code: 'NOT_FOUND' });
+  return lead;
+}
+
+const leadInput = z.object({
+  kind: z.enum(['VENUE', 'AGENCY']),
+  name: z.string().trim().min(1).max(120),
+  category: z.enum(CATEGORIES).nullable().optional(),
+  contactName: z.string().trim().max(120).nullable().optional(),
+  phone: z.string().trim().max(40).nullable().optional(),
+  telegram: z.string().trim().max(80).nullable().optional(),
+  address: z.string().trim().max(200).nullable().optional(),
+  lat: z.number().min(-90).max(90).nullable().optional(),
+  lng: z.number().min(-180).max(180).nullable().optional(),
+  note: z.string().max(4000).nullable().optional(),
+  ownerId: z.string().nullable().optional(),
+});
+
+const monthRange = (key: string) => {
+  const [y, m] = key.split('-').map(Number);
+  return { from: new Date(Date.UTC(y!, m! - 1, 1) - 4 * 3600_000), to: new Date(Date.UTC(y!, m!, 1) - 4 * 3600_000) };
+};
+
+export const boCrmRouter = router({
+  stages: salesProcedure.query(({ ctx }) => ctx.db.salesStage.findMany({ where: { active: true }, orderBy: { sortOrder: 'asc' } })),
+
+  /** Воронка: этапы целиком (порядок, названия, цвета); этап с лидами не удаляется, а скрывается */
+  saveStages: superProcedure
+    .input(z.array(z.object({ id: z.string().optional(), name: z.string().trim().min(1).max(40), kind: z.enum(['OPEN', 'WON', 'LOST']), color: z.string().max(12) })).min(2).max(12))
+    .mutation(async ({ ctx, input }) => {
+      if (!input.some((s) => s.kind === 'WON') || !input.some((s) => s.kind === 'OPEN')) throw new TRPCError({ code: 'BAD_REQUEST', message: 'STAGES_INVALID' });
+      const keep = new Set(input.map((s) => s.id).filter(Boolean));
+      const all = await ctx.db.salesStage.findMany({ include: { _count: { select: { leads: true } } } });
+      for (const s of all) {
+        if (keep.has(s.id)) continue;
+        if (s._count.leads) await ctx.db.salesStage.update({ where: { id: s.id }, data: { active: false } });
+        else await ctx.db.salesStage.delete({ where: { id: s.id } });
+      }
+      for (const [i, s] of input.entries()) {
+        if (s.id) await ctx.db.salesStage.update({ where: { id: s.id }, data: { name: s.name, kind: s.kind, color: s.color, sortOrder: i, active: true } });
+        else await ctx.db.salesStage.create({ data: { name: s.name, kind: s.kind, color: s.color, sortOrder: i } });
+      }
+    }),
+
+  /** Доска: лиды по этапам */
+  board: salesProcedure
+    .input(z.object({ kind: z.enum(['VENUE', 'AGENCY']).optional(), ownerId: z.string().optional(), search: z.string().trim().max(100).optional() }))
+    .query(async ({ ctx, input }) => {
+      const now = ctx.svc.now();
+      const leads = await ctx.db.salesLead.findMany({
+        where: {
+          ...scope(ctx, input.ownerId),
+          ...(input.kind ? { kind: input.kind } : {}),
+          ...(input.search ? { OR: [{ name: { contains: input.search, mode: 'insensitive' } }, { contactName: { contains: input.search, mode: 'insensitive' } }, { phone: { contains: input.search } }, { address: { contains: input.search, mode: 'insensitive' } }] } : {}),
+        },
+        include: {
+          owner: { select: { id: true, name: true } },
+          tasks: { where: { doneAt: null }, orderBy: { dueAt: 'asc' }, take: 1 },
+          activities: { orderBy: { createdAt: 'desc' }, take: 1, select: { createdAt: true, type: true } },
+        },
+        orderBy: { stageChangedAt: 'desc' },
+        take: 500,
+      });
+      return leads.map((l) => ({
+        id: l.id,
+        kind: l.kind,
+        name: l.name,
+        category: l.category,
+        contactName: l.contactName,
+        phone: l.phone,
+        address: l.address,
+        stageId: l.stageId,
+        stageChangedAt: l.stageChangedAt,
+        owner: l.owner,
+        converted: !!(l.partnerId || l.agencyId),
+        nextTask: l.tasks[0] ? { title: l.tasks[0].title, dueAt: l.tasks[0].dueAt, overdue: l.tasks[0].dueAt < now } : null,
+        lastTouch: l.activities[0]?.createdAt ?? l.createdAt,
+      }));
+    }),
+
+  get: salesProcedure.input(z.object({ id: z.string() })).query(async ({ ctx, input }) => {
+    await ownLead(ctx, input.id);
+    const l = await ctx.db.salesLead.findUniqueOrThrow({
+      where: { id: input.id },
+      include: {
+        stage: true,
+        owner: { select: { id: true, name: true } },
+        partner: { select: { id: true, name: true, ownerInviteCode: true, _count: { select: { members: true } } } },
+        agency: { select: { id: true, name: true, code: true, _count: { select: { clients: true } } } },
+        activities: { orderBy: { createdAt: 'desc' }, take: 200 },
+        tasks: { orderBy: [{ doneAt: 'asc' }, { dueAt: 'asc' }], include: { assignee: { select: { name: true } } } },
+      },
+    });
+    const authorIds = [...new Set(l.activities.map((a) => a.authorId).filter((x): x is string => !!x))];
+    const authors = new Map((await ctx.db.adminUser.findMany({ where: { id: { in: authorIds } }, select: { id: true, name: true } })).map((a) => [a.id, a.name]));
+    return {
+      ...l,
+      activities: l.activities.map((a) => ({ id: a.id, type: a.type, text: a.text, file: a.fileKey ? { name: a.fileName, mime: a.mime, size: a.size } : null, author: a.authorId ? (authors.get(a.authorId) ?? null) : null, at: a.createdAt })),
+      tasks: l.tasks.map((t) => ({ id: t.id, title: t.title, dueAt: t.dueAt, doneAt: t.doneAt, assignee: t.assignee.name })),
+      partner: l.partner
+        ? { id: l.partner.id, name: l.partner.name, ownerLinked: l.partner._count.members > 0, ownerInviteUrl: l.partner.ownerInviteCode ? `https://t.me/${process.env.PRO_BOT_USERNAME ?? 'barev_pro_bot'}?start=po-${l.partner.ownerInviteCode}` : null }
+        : null,
+      agency: l.agency ? { id: l.agency.id, name: l.agency.name, code: l.agency.code, clients: l.agency._count.clients } : null,
+    };
+  }),
+
+  create: salesProcedure.input(leadInput).mutation(async ({ ctx, input }) => {
+    const first = await ctx.db.salesStage.findFirst({ where: { active: true, kind: 'OPEN' }, orderBy: { sortOrder: 'asc' } });
+    if (!first) throw new TRPCError({ code: 'PRECONDITION_FAILED', message: 'STAGES_INVALID' });
+    const { ownerId, ...data } = input;
+    const lead = await ctx.db.salesLead.create({ data: { ...data, stageId: first.id, ownerId: ctx.isSuper ? (ownerId === undefined ? ctx.admin.id : ownerId) : ctx.admin.id } });
+    return { id: lead.id };
+  }),
+
+  update: salesProcedure.input(leadInput.partial().extend({ id: z.string() })).mutation(async ({ ctx, input }) => {
+    await ownLead(ctx, input.id);
+    const { id, ownerId, kind: _kind, ...data } = input;
+    await ctx.db.salesLead.update({ where: { id }, data: { ...data, ...(ctx.isSuper && ownerId !== undefined ? { ownerId } : {}) } });
+  }),
+
+  remove: salesProcedure.input(z.object({ id: z.string() })).mutation(async ({ ctx, input }) => {
+    const l = await ownLead(ctx, input.id);
+    if (l.partnerId || l.agencyId) throw new TRPCError({ code: 'BAD_REQUEST', message: 'ALREADY_CONVERTED' });
+    await ctx.db.salesLead.delete({ where: { id: input.id } });
+  }),
+
+  move: salesProcedure.input(z.object({ id: z.string(), stageId: z.string(), lostReason: z.string().max(500).optional() })).mutation(async ({ ctx, input }) => {
+    await ownLead(ctx, input.id);
+    await moveLead(ctx.svc, { leadId: input.id, stageId: input.stageId, byAdminId: ctx.admin.id, lostReason: input.lostReason });
+  }),
+
+  /** «Подключён»: создаём партнёра или агентство и отдаём ссылку */
+  convert: salesProcedure
+    .input(z.object({ id: z.string(), agencyCode: z.string().max(32).optional(), commissionPct: z.number().int().min(0).max(100).optional() }))
+    .mutation(async ({ ctx, input }) => {
+      await ownLead(ctx, input.id);
+      return convertLead(ctx.svc, { leadId: input.id, byAdminId: ctx.admin.id, agencyCode: input.agencyCode, commissionPct: ctx.isSuper ? input.commissionPct : undefined });
+    }),
+
+  /** Звонок, встреча, заметка */
+  addActivity: salesProcedure
+    .input(z.object({ id: z.string(), type: z.enum(['CALL', 'MEETING', 'NOTE']), text: z.string().trim().min(1).max(4000) }))
+    .mutation(async ({ ctx, input }) => {
+      await ownLead(ctx, input.id);
+      await ctx.db.salesActivity.create({ data: { leadId: input.id, authorId: ctx.admin.id, type: input.type, text: input.text } });
+    }),
+
+  // ───── задачи ─────
+
+  tasks: salesProcedure.input(z.object({ assigneeId: z.string().optional(), done: z.boolean().default(false) }).optional()).query(async ({ ctx, input }) => {
+    const assigneeId = ctx.isSuper ? input?.assigneeId : ctx.admin.id;
+    const rows = await ctx.db.salesTask.findMany({
+      where: { ...(assigneeId ? { assigneeId } : ctx.isSuper ? {} : { assigneeId: ctx.admin.id }), doneAt: input?.done ? { not: null } : null },
+      orderBy: input?.done ? { doneAt: 'desc' } : { dueAt: 'asc' },
+      take: 200,
+      include: { lead: { select: { id: true, name: true, phone: true } }, assignee: { select: { id: true, name: true } } },
+    });
+    return rows.map((t) => ({ id: t.id, title: t.title, dueAt: t.dueAt, doneAt: t.doneAt, lead: t.lead, assignee: t.assignee }));
+  }),
+
+  addTask: salesProcedure
+    .input(z.object({ leadId: z.string().optional(), title: z.string().trim().min(1).max(200), dueAt: z.date(), assigneeId: z.string().optional() }))
+    .mutation(async ({ ctx, input }) => {
+      if (input.leadId) await ownLead(ctx, input.leadId);
+      await ctx.db.salesTask.create({ data: { leadId: input.leadId, title: input.title, dueAt: input.dueAt, assigneeId: ctx.isSuper && input.assigneeId ? input.assigneeId : ctx.admin.id, createdById: ctx.admin.id } });
+    }),
+
+  setTaskDone: salesProcedure.input(z.object({ id: z.string(), done: z.boolean() })).mutation(async ({ ctx, input }) => {
+    const t = await ctx.db.salesTask.findUnique({ where: { id: input.id } });
+    if (!t || (!ctx.isSuper && t.assigneeId !== ctx.admin.id)) throw new TRPCError({ code: 'NOT_FOUND' });
+    await ctx.db.salesTask.update({ where: { id: t.id }, data: { doneAt: input.done ? ctx.svc.now() : null } });
+  }),
+
+  removeTask: salesProcedure.input(z.object({ id: z.string() })).mutation(async ({ ctx, input }) => {
+    const t = await ctx.db.salesTask.findUnique({ where: { id: input.id } });
+    if (!t || (!ctx.isSuper && t.assigneeId !== ctx.admin.id)) throw new TRPCError({ code: 'NOT_FOUND' });
+    await ctx.db.salesTask.delete({ where: { id: t.id } });
+  }),
+
+  // ───── карта, команда, бонус ─────
+
+  /** Точки на карте: свои лиды-заведения и уже подключённые партнёры */
+  map: salesProcedure.query(async ({ ctx }) => {
+    const [leads, partners] = await Promise.all([
+      ctx.db.salesLead.findMany({ where: { ...scope(ctx), kind: 'VENUE', lat: { not: null }, lng: { not: null }, partnerId: null }, include: { stage: true } }),
+      ctx.db.partner.findMany({ where: { lat: { not: null }, lng: { not: null } }, select: { id: true, name: true, category: true, lat: true, lng: true, active: true, address: true } }),
+    ]);
+    return {
+      leads: leads.map((l) => ({ id: l.id, name: l.name, lat: l.lat!, lng: l.lng!, stage: l.stage.name, color: l.stage.color, lost: l.stage.kind === 'LOST', address: l.address })),
+      partners: partners.map((p) => ({ id: p.id, name: p.name, lat: p.lat!, lng: p.lng!, active: p.active, address: p.address })),
+    };
+  }),
+
+  /** Продажники — для фильтра и передачи лида (видит суперадмин) */
+  team: salesProcedure.query(async ({ ctx }) => {
+    if (!ctx.isSuper) return [{ id: ctx.admin.id, name: ctx.admin.name }];
+    return ctx.db.adminUser.findMany({ where: { active: true, roles: { hasSome: ['SALES', 'SUPERADMIN'] } }, orderBy: { name: 'asc' }, select: { id: true, name: true } });
+  }),
+
+  /** Бонус за месяц: свой (продажник) или любого (суперадмин) */
+  bonus: salesProcedure.input(z.object({ month: z.string().regex(/^\d{4}-\d{2}$/), salesId: z.string().optional() })).query(async ({ ctx, input }) => {
+    const { from, to } = monthRange(input.month);
+    const who = ctx.isSuper && input.salesId ? input.salesId : ctx.admin.id;
+    return salesBonus(ctx.svc, who, from, to);
+  }),
+
+  /** Сводка воронки по этапам и итоги месяца — для шапки CRM */
+  summary: salesProcedure.input(z.object({ ownerId: z.string().optional() }).optional()).query(async ({ ctx, input }) => {
+    const where = scope(ctx, input?.ownerId);
+    const now = ctx.svc.now();
+    const [byStage, overdue, s] = await Promise.all([
+      ctx.db.salesLead.groupBy({ by: ['stageId'], where, _count: true }),
+      ctx.db.salesTask.count({ where: { doneAt: null, dueAt: { lt: now }, ...(ctx.isSuper ? {} : { assigneeId: ctx.admin.id }) } }),
+      getSettings(ctx.db),
+    ]);
+    return {
+      byStage: Object.fromEntries(byStage.map((b) => [b.stageId, b._count])),
+      overdue,
+      bonusConfigured: s['sales.bonusPerVenue'] + s['sales.bonusPerAgency'] + s['sales.bonusAgencyPct'] > 0,
+    };
+  }),
+
+  /** Формула бонуса (меняет суперадмин) */
+  bonusRules: salesProcedure.query(async ({ ctx }) => {
+    const s = await getSettings(ctx.db);
+    return { perVenue: s['sales.bonusPerVenue'], perAgency: s['sales.bonusPerAgency'], pct: s['sales.bonusAgencyPct'], months: s['sales.bonusAgencyMonths'] };
+  }),
+  setBonusRules: superProcedure
+    .input(z.object({ perVenue: z.number().int().min(0), perAgency: z.number().int().min(0), pct: z.number().int().min(0).max(100), months: z.number().int().min(1).max(60) }))
+    .mutation(async ({ ctx, input }) => {
+      const pairs: [string, number][] = [
+        ['sales.bonusPerVenue', input.perVenue],
+        ['sales.bonusPerAgency', input.perAgency],
+        ['sales.bonusAgencyPct', input.pct],
+        ['sales.bonusAgencyMonths', input.months],
+      ];
+      for (const [key, value] of pairs) await ctx.db.setting.upsert({ where: { key }, create: { key, value }, update: { value } });
+    }),
+});

apps/api/src/routers/backoffice/index.ts

@@ -5,6 +5,8 @@ import { boDashboardRouter } from './dashboard.ts';
 import { boChatsRouter } from './chats.ts';
 import { boOrdersRouter } from './orders.ts';
 import { boProvidersRouter } from './providers.ts';
+import { boCrmRouter } from './crm.ts';
+import { boPartnersRouter } from './partners.ts';
 
 /** API новой админки (apps/backoffice) */
 export const backofficeRouter = router({
@@ -16,4 +18,6 @@ export const backofficeRouter = router({
   chats: boChatsRouter,
   orders: boOrdersRouter,
   providers: boProvidersRouter,
+  crm: boCrmRouter,
+  partners: boPartnersRouter,
 });

apps/api/src/routers/backoffice/partners.ts

@@ -0,0 +1,228 @@
+import { DAY, normalizeAgencyCode } from '@barev/core';
+import { agencyLink, createOwnerInvite, savePartnerOffer } from '@barev/services';
+import { TRPCError } from '@trpc/server';
+import { z } from 'zod';
+import { router, superProcedure } from '../../trpc.ts';
+
+/** Партнёры (агентства и заведения) — деньги и условия, поэтому только суперадмин */
+const p = superProcedure;
+const localized = z.object({ ru: z.string().max(300), en: z.string().max(300), zh: z.string().max(300), hy: z.string().max(300), es: z.string().max(300) });
+const CATEGORIES = ['cafe', 'restaurant', 'shop', 'beauty', 'other'] as const;
+const proBotUrl = (payload: string) => `https://t.me/${process.env.PRO_BOT_USERNAME ?? 'barev_pro_bot'}?start=${payload}`;
+const name = (u: { firstName: string | null; lastName: string | null; username: string | null }) => [u.firstName, u.lastName].filter(Boolean).join(' ') || (u.username ? `@${u.username}` : '—');
+const monthStart = (d: Date) => new Date(Date.UTC(d.getUTCFullYear(), d.getUTCMonth(), 1));
+const monthKey = (d: Date) => new Date(d.getTime() + 4 * 3600_000).toISOString().slice(0, 7);
+
+export const boPartnersRouter = router({
+  // ───── агентства ─────
+
+  agencies: p.query(async ({ ctx }) => {
+    const now = ctx.svc.now();
+    const agencies = await ctx.db.agency.findMany({
+      orderBy: [{ active: 'desc' }, { name: 'asc' }],
+      include: { sales: { select: { id: true, name: true } }, _count: { select: { clients: true } } },
+    });
+    const ids = agencies.map((a) => a.id);
+    const [gifts, accrued, accruedMonth, paid] = await Promise.all([
+      ctx.db.subscription.groupBy({ by: ['agencyId'], where: { agencyId: { in: ids }, source: 'AGENCY_GIFT' }, _count: true }),
+      ctx.db.agencyCommission.groupBy({ by: ['agencyId'], where: { agencyId: { in: ids } }, _sum: { amount: true } }),
+      ctx.db.agencyCommission.groupBy({ by: ['agencyId'], where: { agencyId: { in: ids }, period: monthKey(now) }, _sum: { amount: true } }),
+      ctx.db.payout.groupBy({ by: ['agencyId'], where: { agencyId: { in: ids }, status: 'PAID' }, _sum: { amount: true } }),
+    ]);
+    const m = <T extends { agencyId: string | null }>(rows: T[], f: (r: T) => number) => new Map(rows.map((r) => [r.agencyId, f(r)]));
+    const g = m(gifts, (r) => r._count);
+    const acc = m(accrued, (r) => r._sum.amount ?? 0);
+    const accM = m(accruedMonth, (r) => r._sum.amount ?? 0);
+    const pd = m(paid, (r) => r._sum.amount ?? 0);
+    return agencies.map((a) => ({
+      id: a.id,
+      code: a.code,
+      name: a.name,
+      commissionPct: a.commissionPct,
+      active: a.active,
+      sales: a.sales,
+      clients: a._count.clients,
+      gifts: g.get(a.id) ?? 0,
+      thisMonth: accM.get(a.id) ?? 0,
+      accrued: acc.get(a.id) ?? 0,
+      balance: (acc.get(a.id) ?? 0) - (pd.get(a.id) ?? 0),
+      link: agencyLink(a.code),
+    }));
+  }),
+
+  agency: p.input(z.object({ id: z.string() })).query(async ({ ctx, input }) => {
+    const a = await ctx.db.agency.findUnique({ where: { id: input.id }, include: { sales: { select: { id: true, name: true } } } });
+    if (!a) throw new TRPCError({ code: 'NOT_FOUND' });
+    const [clients, commissions, payouts, gifts] = await Promise.all([
+      ctx.db.client.findMany({
+        where: { agencyId: a.id },
+        orderBy: { agencyAttachedAt: 'desc' },
+        take: 100,
+        include: { user: { select: { firstName: true, lastName: true, username: true } }, subscriptions: { where: { status: 'ACTIVE' }, select: { plan: true, startsAt: true, endsAt: true, source: true } }, _count: { select: { orders: true } } },
+      }),
+      ctx.db.agencyCommission.groupBy({ by: ['period'], where: { agencyId: a.id }, _sum: { amount: true }, _count: true, orderBy: { period: 'desc' }, take: 12 }),
+      ctx.db.payout.findMany({ where: { agencyId: a.id }, orderBy: { createdAt: 'desc' } }),
+      ctx.db.subscription.count({ where: { agencyId: a.id, source: 'AGENCY_GIFT' } }),
+    ]);
+    const now = ctx.svc.now();
+    const accrued = commissions.reduce((s, c) => s + (c._sum.amount ?? 0), 0);
+    const paid = payouts.filter((x) => x.status === 'PAID').reduce((s, x) => s + x.amount, 0);
+    return {
+      id: a.id,
+      code: a.code,
+      name: a.name,
+      commissionPct: a.commissionPct,
+      contact: a.contact,
+      note: a.note,
+      active: a.active,
+      sales: a.sales,
+      createdAt: a.createdAt,
+      link: agencyLink(a.code),
+      gifts,
+      clients: clients.map((c) => {
+        const sub = c.subscriptions.find((s) => s.startsAt <= now && s.endsAt > now);
+        return { id: c.id, name: name(c.user), attachedAt: c.agencyAttachedAt, plan: sub?.plan ?? null, orders: c._count.orders };
+      }),
+      months: commissions.map((c) => ({ period: c.period, amount: c._sum.amount ?? 0, orders: c._count })),
+      accrued,
+      paid,
+      balance: accrued - paid,
+      payouts: payouts.map((x) => ({ id: x.id, amount: x.amount, paidAt: x.paidAt, note: x.note })),
+    };
+  }),
+
+  saveAgency: p
+    .input(z.object({ id: z.string().optional(), code: z.string().max(32), name: z.string().trim().min(1).max(100), commissionPct: z.number().int().min(0).max(100), contact: z.string().max(200).nullable(), note: z.string().max(2000).nullable(), active: z.boolean(), salesId: z.string().nullable() }))
+    .mutation(async ({ ctx, input }) => {
+      const code = normalizeAgencyCode(input.code);
+      if (!code) throw new TRPCError({ code: 'BAD_REQUEST', message: 'AGENCY_CODE_FORMAT' });
+      const clash = await ctx.db.agency.findUnique({ where: { code } });
+      if (clash && clash.id !== input.id) throw new TRPCError({ code: 'BAD_REQUEST', message: 'AGENCY_CODE_TAKEN' });
+      const { id, ...data } = input;
+      const a = id ? await ctx.db.agency.update({ where: { id }, data: { ...data, code } }) : await ctx.db.agency.create({ data: { ...data, code } });
+      return { id: a.id };
+    }),
+
+  /** Выплата вознаграждения агентству */
+  agencyPayout: p.input(z.object({ id: z.string(), amount: z.number().int().min(1), note: z.string().max(300).optional() })).mutation(async ({ ctx, input }) => {
+    const now = ctx.svc.now();
+    const last = await ctx.db.payout.findFirst({ where: { agencyId: input.id }, orderBy: { periodEnd: 'desc' } });
+    await ctx.db.payout.create({ data: { agencyId: input.id, amount: input.amount, status: 'PAID', paidAt: now, note: input.note, createdById: ctx.admin.id, periodStart: last?.periodEnd ?? monthStart(now), periodEnd: now } });
+  }),
+
+  // ───── заведения ─────
+
+  venues: p.query(async ({ ctx }) => {
+    const since = new Date(ctx.svc.now().getTime() - 30 * DAY);
+    const list = await ctx.db.partner.findMany({
+      orderBy: [{ active: 'desc' }, { name: 'asc' }],
+      include: { sales: { select: { id: true, name: true } }, _count: { select: { offers: { where: { active: true } }, members: true } } },
+    });
+    const ids = list.map((x) => x.id);
+    const [visits, last] = await Promise.all([
+      ctx.db.cardUsage.groupBy({ by: ['partnerId'], where: { partnerId: { in: ids }, offerId: null, createdAt: { gte: since } }, _count: true }),
+      ctx.db.cardUsage.groupBy({ by: ['partnerId'], where: { partnerId: { in: ids } }, _max: { createdAt: true } }),
+    ]);
+    const v = new Map(visits.map((x) => [x.partnerId, x._count]));
+    const l = new Map(last.map((x) => [x.partnerId, x._max.createdAt]));
+    return list.map((x) => ({
+      id: x.id,
+      name: x.name,
+      category: x.category,
+      address: x.address,
+      active: x.active,
+      sales: x.sales,
+      offers: x._count.offers,
+      members: x._count.members,
+      visits30: v.get(x.id) ?? 0,
+      lastVisit: l.get(x.id) ?? null,
+      onMap: x.lat != null && x.lng != null,
+    }));
+  }),
+
+  venue: p.input(z.object({ id: z.string() })).query(async ({ ctx, input }) => {
+    const v = await ctx.db.partner.findUnique({
+      where: { id: input.id },
+      include: {
+        sales: { select: { id: true, name: true } },
+        offers: { orderBy: { sortOrder: 'asc' } },
+        members: { include: { user: { select: { firstName: true, lastName: true, username: true } } }, orderBy: { createdAt: 'asc' } },
+      },
+    });
+    if (!v) throw new TRPCError({ code: 'NOT_FOUND' });
+    const since = new Date(ctx.svc.now().getTime() - 8 * 7 * DAY);
+    const [recent, weekly] = await Promise.all([
+      ctx.db.cardUsage.findMany({
+        where: { partnerId: v.id },
+        orderBy: { createdAt: 'desc' },
+        take: 30,
+        include: { client: { include: { user: { select: { firstName: true, lastName: true, username: true } } } }, offer: { select: { title: true } } },
+      }),
+      ctx.db.cardUsage.findMany({ where: { partnerId: v.id, createdAt: { gte: since } }, select: { createdAt: true, offerId: true } }),
+    ]);
+    const memberName = new Map(v.members.map((m) => [m.userId, name(m.user)]));
+    // проверки карты по неделям (последние 8)
+    const weeks = Array.from({ length: 8 }, (_, i) => ({ from: new Date(since.getTime() + i * 7 * DAY), checks: 0, redeemed: 0 }));
+    for (const u of weekly) {
+      const w = weeks[Math.min(7, Math.floor((u.createdAt.getTime() - since.getTime()) / (7 * DAY)))];
+      if (!w) continue;
+      if (u.offerId) w.redeemed++;
+      else w.checks++;
+    }
+    return {
+      id: v.id,
+      name: v.name,
+      category: v.category,
+      offer: v.offer as Record<string, string>,
+      address: v.address,
+      phone: v.phone,
+      lat: v.lat,
+      lng: v.lng,
+      note: v.note,
+      active: v.active,
+      sales: v.sales,
+      createdAt: v.createdAt,
+      ownerInviteUrl: v.ownerInviteCode ? proBotUrl(`po-${v.ownerInviteCode}`) : null,
+      offers: v.offers.map((o) => ({ id: o.id, title: o.title as Record<string, string>, minLevel: o.minLevel, limit: o.limit, limitCount: o.limitCount, active: o.active })),
+      members: v.members.map((m) => ({ id: m.id, role: m.role, name: name(m.user), username: m.user.username, since: m.createdAt })),
+      recent: recent.map((u) => ({ id: u.id, at: u.createdAt, client: name(u.client.user), clientId: u.clientId, level: u.level, offer: (u.offer?.title as Record<string, string> | undefined) ?? null, by: u.memberUserId ? (memberName.get(u.memberUserId) ?? null) : null })),
+      weeks,
+    };
+  }),
+
+  saveVenue: p
+    .input(
+      z.object({
+        id: z.string().optional(),
+        name: z.string().trim().min(1).max(100),
+        category: z.enum(CATEGORIES),
+        offer: localized,
+        address: z.string().max(200).nullable(),
+        phone: z.string().max(40).nullable(),
+        lat: z.number().min(-90).max(90).nullable(),
+        lng: z.number().min(-180).max(180).nullable(),
+        note: z.string().max(2000).nullable(),
+        active: z.boolean(),
+        salesId: z.string().nullable(),
+      }),
+    )
+    .mutation(async ({ ctx, input }) => {
+      const { id, ...data } = input;
+      const v = id ? await ctx.db.partner.update({ where: { id }, data }) : await ctx.db.partner.create({ data });
+      return { id: v.id };
+    }),
+
+  saveOffer: p
+    .input(z.object({ id: z.string().optional(), partnerId: z.string(), title: localized.extend({ ru: z.string().trim().min(1).max(300) }), minLevel: z.enum(['BAREV_PLUS', 'ELITE']).nullable(), limit: z.enum(['NONE', 'ONCE', 'WEEK', 'MONTH']), limitCount: z.number().int().min(1).max(100), active: z.boolean() }))
+    .mutation(({ ctx, input }) => savePartnerOffer(ctx.svc, input).then((o) => ({ id: o.id }))),
+
+  /** Новая одноразовая ссылка для собственника (рабочий бот) */
+  ownerInvite: p.input(z.object({ id: z.string() })).mutation(({ ctx, input }) => createOwnerInvite(ctx.svc, input.id)),
+
+  removeMember: p.input(z.object({ id: z.string() })).mutation(async ({ ctx, input }) => {
+    await ctx.db.partnerMember.delete({ where: { id: input.id } });
+  }),
+
+  /** Кому из команды можно приписать партнёра (продажники) */
+  salesTeam: p.query(({ ctx }) => ctx.db.adminUser.findMany({ where: { active: true, roles: { hasSome: ['SALES', 'SUPERADMIN'] } }, orderBy: { name: 'asc' }, select: { id: true, name: true } })),
+});

apps/api/src/server.ts

@@ -205,6 +205,41 @@ app.get<{ Params: { fileId: string } }>('/files/bo/order-file/:fileId', async (r
   return sendChatFile(reply, { fileKey: f.storageKey, tgFileId: null, tgBot: null, mime: f.mime, fileName: `order-photo.${f.mime.split('/')[1] ?? 'jpg'}` });
 });
 
+// ───── CRM продажника (этап 4) ─────
+
+/** Продажник — свои лиды; суперадмин — все */
+async function leadForStaff(req: FastifyRequest, leadId: string) {
+  const staff = await staffFromCookie(req);
+  if (!staff) return null;
+  const isSuper = staff.admin.roles.includes('SUPERADMIN');
+  if (!isSuper && !staff.admin.roles.includes('SALES')) return null;
+  const lead = await db.salesLead.findUnique({ where: { id: leadId } });
+  if (!lead || (!isSuper && lead.ownerId !== staff.admin.id)) return null;
+  return { staff, lead };
+}
+
+/** Фото витрины, меню, договор — в историю лида */
+app.post<{ Params: { leadId: string } }>('/files/bo/lead/:leadId', async (req, reply) => {
+  const found = await leadForStaff(req, req.params.leadId);
+  if (!found) return reply.code(404).send({ error: 'NOT_FOUND' });
+  const part = await req.file();
+  if (!part) return reply.code(400).send({ error: 'NO_FILE' });
+  if (!CHAT_TYPES.test(part.mimetype)) return reply.code(400).send({ error: 'BAD_FILE_TYPE' });
+  const body = await part.toBuffer();
+  const fileName = safeName(part.filename);
+  const fileKey = await putFile(`leads/${found.lead.id}`, body, part.mimetype, fileName);
+  const a = await db.salesActivity.create({
+    data: { leadId: found.lead.id, authorId: found.staff.admin.id, type: 'FILE', text: (multipartField(part, 'text') ?? '').trim().slice(0, 2000) || null, fileKey, fileName, mime: part.mimetype, size: body.length },
+  });
+  return { id: a.id };
+});
+
+app.get<{ Params: { activityId: string } }>('/files/bo/lead-file/:activityId', async (req, reply) => {
+  const a = await db.salesActivity.findUnique({ where: { id: req.params.activityId } });
+  if (!a?.fileKey || !(await leadForStaff(req, a.leadId))) return reply.code(404).send({ error: 'NOT_FOUND' });
+  return sendChatFile(reply, { fileKey: a.fileKey, tgFileId: null, tgBot: null, mime: a.mime, fileName: a.fileName });
+});
+
 /** Мини-апп клиента: клиент видит только файлы своей переписки (без заметок команды) */
 function clientFromInit(req: FastifyRequest) {
   const auth = req.headers.authorization?.startsWith('tma ') ? req.headers.authorization.slice(4) : undefined;