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>
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@@ -0,0 +1,140 @@
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-- CreateEnum
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CREATE TYPE "SalesLeadKind" AS ENUM ('VENUE', 'AGENCY');
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-- CreateEnum
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CREATE TYPE "SalesStageKind" AS ENUM ('OPEN', 'WON', 'LOST');
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-- AlterTable
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ALTER TABLE "Agency" ADD COLUMN "note" TEXT,
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ADD COLUMN "salesId" TEXT;
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-- AlterTable
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ALTER TABLE "Partner" ADD COLUMN "lat" DOUBLE PRECISION,
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ADD COLUMN "lng" DOUBLE PRECISION,
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ADD COLUMN "note" TEXT,
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ADD COLUMN "phone" TEXT,
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ADD COLUMN "salesId" TEXT;
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-- AlterTable
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ALTER TABLE "Payout" ADD COLUMN "agencyId" TEXT;
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-- CreateTable
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CREATE TABLE "SalesStage" (
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"id" TEXT NOT NULL,
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"name" TEXT NOT NULL,
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"kind" "SalesStageKind" NOT NULL DEFAULT 'OPEN',
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"sortOrder" INTEGER NOT NULL DEFAULT 0,
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"color" TEXT NOT NULL DEFAULT 'blue',
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"active" BOOLEAN NOT NULL DEFAULT true,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT "SalesStage_pkey" PRIMARY KEY ("id")
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);
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-- CreateTable
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CREATE TABLE "SalesLead" (
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"id" TEXT NOT NULL,
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"kind" "SalesLeadKind" NOT NULL,
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"name" TEXT NOT NULL,
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"category" TEXT,
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"contactName" TEXT,
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"phone" TEXT,
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"telegram" TEXT,
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"address" TEXT,
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"lat" DOUBLE PRECISION,
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"lng" DOUBLE PRECISION,
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"stageId" TEXT NOT NULL,
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"stageChangedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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"ownerId" TEXT,
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"note" TEXT,
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"lostReason" TEXT,
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"partnerId" TEXT,
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"agencyId" TEXT,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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"updatedAt" TIMESTAMP(3) NOT NULL,
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CONSTRAINT "SalesLead_pkey" PRIMARY KEY ("id")
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);
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-- CreateTable
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CREATE TABLE "SalesActivity" (
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"id" TEXT NOT NULL,
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"leadId" TEXT NOT NULL,
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"authorId" TEXT,
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"type" TEXT NOT NULL,
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"text" TEXT,
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"fileKey" TEXT,
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"fileName" TEXT,
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"mime" TEXT,
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"size" INTEGER,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT "SalesActivity_pkey" PRIMARY KEY ("id")
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);
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-- CreateTable
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CREATE TABLE "SalesTask" (
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"id" TEXT NOT NULL,
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"leadId" TEXT,
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"assigneeId" TEXT NOT NULL,
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"title" TEXT NOT NULL,
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"dueAt" TIMESTAMP(3) NOT NULL,
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"doneAt" TIMESTAMP(3),
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"remindedAt" TIMESTAMP(3),
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"createdById" TEXT,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT "SalesTask_pkey" PRIMARY KEY ("id")
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);
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-- CreateIndex
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CREATE INDEX "SalesLead_ownerId_stageId_idx" ON "SalesLead"("ownerId", "stageId");
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-- CreateIndex
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CREATE INDEX "SalesActivity_leadId_createdAt_idx" ON "SalesActivity"("leadId", "createdAt");
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-- CreateIndex
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CREATE INDEX "SalesTask_assigneeId_doneAt_dueAt_idx" ON "SalesTask"("assigneeId", "doneAt", "dueAt");
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-- CreateIndex
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CREATE INDEX "Payout_agencyId_createdAt_idx" ON "Payout"("agencyId", "createdAt");
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-- AddForeignKey
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ALTER TABLE "Agency" ADD CONSTRAINT "Agency_salesId_fkey" FOREIGN KEY ("salesId") REFERENCES "AdminUser"("id") ON DELETE SET NULL ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "Partner" ADD CONSTRAINT "Partner_salesId_fkey" FOREIGN KEY ("salesId") REFERENCES "AdminUser"("id") ON DELETE SET NULL ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "Payout" ADD CONSTRAINT "Payout_agencyId_fkey" FOREIGN KEY ("agencyId") REFERENCES "Agency"("id") ON DELETE SET NULL ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "SalesLead" ADD CONSTRAINT "SalesLead_stageId_fkey" FOREIGN KEY ("stageId") REFERENCES "SalesStage"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "SalesLead" ADD CONSTRAINT "SalesLead_ownerId_fkey" FOREIGN KEY ("ownerId") REFERENCES "AdminUser"("id") ON DELETE SET NULL ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "SalesLead" ADD CONSTRAINT "SalesLead_partnerId_fkey" FOREIGN KEY ("partnerId") REFERENCES "Partner"("id") ON DELETE SET NULL ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "SalesLead" ADD CONSTRAINT "SalesLead_agencyId_fkey" FOREIGN KEY ("agencyId") REFERENCES "Agency"("id") ON DELETE SET NULL ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "SalesActivity" ADD CONSTRAINT "SalesActivity_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "SalesLead"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "SalesTask" ADD CONSTRAINT "SalesTask_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "SalesLead"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "SalesTask" ADD CONSTRAINT "SalesTask_assigneeId_fkey" FOREIGN KEY ("assigneeId") REFERENCES "AdminUser"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
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-- Воронка по умолчанию (по ТЗ): Новый → Контакт → Встреча → Переговоры → Подключён / Отказ; суперадмин меняет в CRM
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INSERT INTO "SalesStage" ("id", "name", "kind", "sortOrder", "color") VALUES
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('stg_new', 'Новый', 'OPEN', 0, 'blue'),
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('stg_contact', 'Контакт', 'OPEN', 1, 'learn'),
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('stg_meeting', 'Встреча', 'OPEN', 2, 'docs'),
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('stg_talks', 'Переговоры', 'OPEN', 3, 'perks'),
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('stg_won', 'Подключён', 'WON', 4, 'home'),
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('stg_lost', 'Отказ', 'LOST', 5, 'pink');
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@@ -664,12 +664,19 @@ model Agency {
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commissionPct Int @default(10)
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contact String?
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active Boolean @default(true)
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/// продажник, который подключил агентство (бонус в CRM)
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salesId String?
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sales AdminUser? @relation("AgencySales", fields: [salesId], references: [id])
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/// заметка команды
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note String?
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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clients Client[]
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commissions AgencyCommission[]
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promoCodes PromoCode[]
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payouts Payout[]
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leads SalesLead[]
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}
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model AgencyCommission {
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@@ -755,6 +762,14 @@ model Partner {
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offer Json
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terms Json?
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address String?
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/// точка на карте заведений
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lat Float?
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lng Float?
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phone String?
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/// продажник, который подключил заведение (бонус в CRM)
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salesId String?
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sales AdminUser? @relation("PartnerSales", fields: [salesId], references: [id])
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note String?
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active Boolean @default(true)
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/// одноразовая ссылка для собственника: t.me/<рабочий бот>?start=po-<код> (выдаёт админка)
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ownerInviteCode String? @unique
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@@ -764,6 +779,7 @@ model Partner {
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offers PartnerOffer[]
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members PartnerMember[]
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invites PartnerInvite[]
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leads SalesLead[]
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}
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enum OfferLimit {
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@@ -850,6 +866,9 @@ model Payout {
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provider Provider? @relation(fields: [providerId], references: [id])
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companyId String?
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company ProviderCompany? @relation(fields: [companyId], references: [id])
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/// вознаграждение агентству
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agencyId String?
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agency Agency? @relation(fields: [agencyId], references: [id])
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periodStart DateTime
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periodEnd DateTime
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amount Int
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@@ -861,6 +880,7 @@ model Payout {
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createdAt DateTime @default(now())
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@@index([providerId, createdAt])
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@@index([agencyId, createdAt])
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}
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// ───────────── Админка ─────────────
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@@ -891,6 +911,10 @@ model AdminUser {
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segments SavedSegment[]
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chatThreads ChatThread[]
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chatTemplates ChatTemplate[]
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salesAgencies Agency[] @relation("AgencySales")
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salesPartners Partner[] @relation("PartnerSales")
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salesLeads SalesLead[] @relation("LeadOwner")
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salesTasks SalesTask[] @relation("TaskAssignee")
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}
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/// Вход в новую админку через Telegram: страница показывает ссылку t.me/<рабочий бот>?start=lg-<code>,
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@@ -1246,3 +1270,102 @@ model ChatTemplate {
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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}
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// ───────────── CRM продажника (этап 4) ─────────────
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enum SalesLeadKind {
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/// кафе, ресторан, магазин… — станет партнёром клубной карты
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VENUE
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/// агентство недвижимости / релокации — будет приводить клиентов
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AGENCY
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}
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enum SalesStageKind {
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OPEN
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/// подключён — лид становится партнёром или агентством
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WON
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LOST
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}
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/// Этап воронки; набор и порядок настраивает суперадмин
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model SalesStage {
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id String @id @default(cuid())
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name String
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kind SalesStageKind @default(OPEN)
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sortOrder Int @default(0)
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/// пастельный цвет колонки: pink | blue | home | learn | docs | perks
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color String @default("blue")
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active Boolean @default(true)
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createdAt DateTime @default(now())
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leads SalesLead[]
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}
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model SalesLead {
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id String @id @default(cuid())
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kind SalesLeadKind
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name String
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/// для заведений: cafe | restaurant | shop | beauty | other
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category String?
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contactName String?
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phone String?
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telegram String?
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address String?
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lat Float?
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lng Float?
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stageId String
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stage SalesStage @relation(fields: [stageId], references: [id])
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stageChangedAt DateTime @default(now())
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/// продажник, который ведёт лид
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ownerId String?
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owner AdminUser? @relation("LeadOwner", fields: [ownerId], references: [id])
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note String?
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lostReason String?
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/// во что превратился лид после «Подключён»
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partnerId String?
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partner Partner? @relation(fields: [partnerId], references: [id])
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agencyId String?
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agency Agency? @relation(fields: [agencyId], references: [id])
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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activities SalesActivity[]
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tasks SalesTask[]
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@@index([ownerId, stageId])
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}
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/// История контактов: звонок, встреча, заметка, фото/файл, смена этапа
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model SalesActivity {
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id String @id @default(cuid())
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leadId String
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lead SalesLead @relation(fields: [leadId], references: [id], onDelete: Cascade)
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authorId String?
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/// CALL | MEETING | NOTE | FILE | STAGE | WON
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type String
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text String?
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fileKey String?
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fileName String?
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mime String?
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size Int?
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createdAt DateTime @default(now())
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@@index([leadId, createdAt])
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}
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/// Задача продажника с напоминанием в Telegram (рабочий бот) в срок
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model SalesTask {
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id String @id @default(cuid())
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leadId String?
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lead SalesLead? @relation(fields: [leadId], references: [id], onDelete: Cascade)
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assigneeId String
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assignee AdminUser @relation("TaskAssignee", fields: [assigneeId], references: [id])
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title String
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dueAt DateTime
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doneAt DateTime?
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remindedAt DateTime?
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createdById String?
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createdAt DateTime @default(now())
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@@index([assigneeId, doneAt, dueAt])
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}
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