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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@@ -1272,7 +1272,11 @@
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"transfer_standardPrice": "Transfer “Standard”, AMD",
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"transfer_premiumPrice": "Transfer “Premium”, AMD",
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"assign_auto": "Assign orders automatically",
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"assign_maxAutoOffers": "How many providers to try automatically"
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"assign_maxAutoOffers": "How many providers to try automatically",
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"sales_bonusPerVenue": "Sales bonus per venue, ֏",
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"sales_bonusPerAgency": "Sales bonus per agency, ֏",
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"sales_bonusAgencyPct": "Sales bonus: % of revenue from their agencies’ clients",
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"sales_bonusAgencyMonths": "…for how many months after the agency joins"
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},
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"presets": {
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"add": "Add preset",
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