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>

packages/services/src/context.ts

@@ -25,6 +25,8 @@ export type DomainEvent =
   | { type: 'concierge.message'; messageId: string }
   /** диалог передали коллеге — ему уведомление в рабочий бот */
   | { type: 'chat.assigned'; threadId: string; assigneeId: string; byAdminId: string }
+  /** срок задачи продажника — напоминание в рабочий бот */
+  | { type: 'sales.taskDue'; taskId: string }
   | { type: 'lead.submitted'; leadId: string }
   | { type: 'clientRequest.created'; requestId: string }
   | { type: 'webRequest.created'; requestId: string };
@@ -81,7 +83,12 @@ export type DomainErrorCode =
   | 'OFFER_NOT_AVAILABLE'
   | 'OFFER_LIMIT_REACHED'
   | 'CONCIERGE_SUBSCRIBERS_ONLY'
-  | 'ASSIGNEE_NO_ACCESS';
+  | 'ASSIGNEE_NO_ACCESS'
+  | 'LEAD_NOT_CONVERTED'
+  | 'ALREADY_CONVERTED'
+  | 'AGENCY_CODE_FORMAT'
+  | 'AGENCY_CODE_TAKEN'
+  | 'REASON_REQUIRED';
 
 /** Имя очереди BullMQ, через которую API и боты передают события воркеру */
 export const EVENTS_QUEUE = 'barev-events';

packages/services/src/index.ts

@@ -15,4 +15,5 @@ export * from './relocation.ts';
 export * from './clientRequests.ts';
 export * from './concierge.ts';
 export * from './chats.ts';
+export * from './sales.ts';
 export * from './partners.ts';

packages/services/src/sales.ts

@@ -0,0 +1,139 @@
+/**
+ * CRM продажника (этап 4): лиды-заведения и лиды-агентства, воронка, история контактов, задачи,
+ * «Подключён» → партнёр/агентство одним кликом, бонус по формуле из настроек.
+ */
+import { botLink, encodeStartPayload, normalizeAgencyCode } from '@barev/core';
+import type { Prisma } from '@barev/db';
+import { DomainError, type Ctx } from './context.ts';
+import { createOwnerInvite } from './partners.ts';
+import { getSettings } from './settings.ts';
+
+const LOCALES = ['ru', 'en', 'zh', 'hy', 'es'] as const;
+const emptyLocalized = () => Object.fromEntries(LOCALES.map((l) => [l, ''])) as Record<(typeof LOCALES)[number], string>;
+
+/** Ссылка агентства для клиентов: клиентский бот с кодом агентства (подарок и закрепление) */
+export function agencyLink(code: string) {
+  return botLink(process.env.CLIENT_BOT_USERNAME ?? 'barev_club_bot', encodeStartPayload({ agency: code }));
+}
+
+async function stageOf(ctx: Ctx, kind: 'WON' | 'LOST') {
+  const s = await ctx.db.salesStage.findFirst({ where: { kind, active: true }, orderBy: { sortOrder: 'asc' } });
+  if (!s) throw new DomainError('NOT_FOUND');
+  return s;
+}
+
+/** Перевести лид на другой этап. На «Подключён» — только через convertLead (там создаётся партнёр) */
+export async function moveLead(ctx: Ctx, input: { leadId: string; stageId: string; byAdminId: string; lostReason?: string | null }) {
+  const [lead, stage] = await Promise.all([ctx.db.salesLead.findUnique({ where: { id: input.leadId } }), ctx.db.salesStage.findUnique({ where: { id: input.stageId } })]);
+  if (!lead || !stage) throw new DomainError('NOT_FOUND');
+  if (lead.stageId === stage.id) return lead;
+  if (stage.kind === 'WON' && !lead.partnerId && !lead.agencyId) throw new DomainError('LEAD_NOT_CONVERTED');
+  if (stage.kind === 'LOST' && !input.lostReason?.trim()) throw new DomainError('REASON_REQUIRED');
+  const updated = await ctx.db.salesLead.update({
+    where: { id: lead.id },
+    data: { stageId: stage.id, stageChangedAt: ctx.now(), lostReason: stage.kind === 'LOST' ? input.lostReason!.trim() : null },
+  });
+  await ctx.db.salesActivity.create({ data: { leadId: lead.id, authorId: input.byAdminId, type: 'STAGE', text: stage.kind === 'LOST' ? `${stage.name}: ${input.lostReason!.trim()}` : stage.name } });
+  return updated;
+}
+
+/**
+ * «Подключён»: заведение становится партнёром клубной карты (и сразу ссылка для собственника в рабочий бот),
+ * агентство — агентством с кодом (и ссылка для его клиентов). Продажник закрепляется за партнёром — для бонуса.
+ */
+export async function convertLead(ctx: Ctx, input: { leadId: string; byAdminId: string; agencyCode?: string; commissionPct?: number }) {
+  const lead = await ctx.db.salesLead.findUnique({ where: { id: input.leadId } });
+  if (!lead) throw new DomainError('NOT_FOUND');
+  if (lead.partnerId || lead.agencyId) throw new DomainError('ALREADY_CONVERTED');
+  const won = await stageOf(ctx, 'WON');
+
+  if (lead.kind === 'VENUE') {
+    const partner = await ctx.db.partner.create({
+      data: {
+        name: lead.name,
+        category: lead.category ?? 'other',
+        offer: emptyLocalized(),
+        address: lead.address,
+        lat: lead.lat,
+        lng: lead.lng,
+        phone: lead.phone,
+        salesId: lead.ownerId,
+        note: [lead.contactName, lead.telegram].filter(Boolean).join(' · ') || null,
+      },
+    });
+    const invite = await createOwnerInvite(ctx, partner.id);
+    await ctx.db.salesLead.update({ where: { id: lead.id }, data: { partnerId: partner.id, stageId: won.id, stageChangedAt: ctx.now() } });
+    await ctx.db.salesActivity.create({ data: { leadId: lead.id, authorId: input.byAdminId, type: 'WON', text: won.name } });
+    return { kind: 'VENUE' as const, partnerId: partner.id, url: invite.url };
+  }
+
+  const code = normalizeAgencyCode(input.agencyCode ?? '');
+  if (!code) throw new DomainError('AGENCY_CODE_FORMAT');
+  if (await ctx.db.agency.findUnique({ where: { code } })) throw new DomainError('AGENCY_CODE_TAKEN');
+  const settings = await getSettings(ctx.db);
+  const agency = await ctx.db.agency.create({
+    data: {
+      code,
+      name: lead.name,
+      commissionPct: input.commissionPct ?? settings['agency.defaultCommissionPct'],
+      contact: [lead.contactName, lead.phone, lead.telegram].filter(Boolean).join(' · ') || null,
+      salesId: lead.ownerId,
+    },
+  });
+  await ctx.db.salesLead.update({ where: { id: lead.id }, data: { agencyId: agency.id, stageId: won.id, stageChangedAt: ctx.now() } });
+  await ctx.db.salesActivity.create({ data: { leadId: lead.id, authorId: input.byAdminId, type: 'WON', text: won.name } });
+  return { kind: 'AGENCY' as const, agencyId: agency.id, url: agencyLink(code) };
+}
+
+/** Задачи, срок которых наступил, — напоминание продажнику в рабочий бот (воркер раз в минуту) */
+export async function dueSalesTasks(ctx: Ctx) {
+  const due = await ctx.db.salesTask.findMany({ where: { doneAt: null, remindedAt: null, dueAt: { lte: ctx.now() } }, select: { id: true }, take: 100 });
+  for (const t of due) {
+    await ctx.db.salesTask.update({ where: { id: t.id }, data: { remindedAt: ctx.now() } });
+    await ctx.notify.emit({ type: 'sales.taskDue', taskId: t.id });
+  }
+  return due.length;
+}
+
+/**
+ * Бонус продажника за период по формуле из настроек:
+ * подключённые заведения × ставка + агентства × ставка + % выручки клиентов его агентств
+ * (первые N месяцев после подключения агентства).
+ */
+export async function salesBonus(ctx: Ctx, salesId: string, from: Date, to: Date) {
+  const s = await getSettings(ctx.db);
+  const months = s['sales.bonusAgencyMonths'];
+  const [venues, agencies, myAgencies] = await Promise.all([
+    ctx.db.partner.count({ where: { salesId, createdAt: { gte: from, lt: to } } }),
+    ctx.db.agency.count({ where: { salesId, createdAt: { gte: from, lt: to } } }),
+    ctx.db.agency.findMany({ where: { salesId }, select: { id: true, createdAt: true } }),
+  ]);
+  // выручка клиентов агентства, пока агентство «молодое» (N месяцев с подключения)
+  let revenue = 0;
+  for (const a of myAgencies) {
+    const until = new Date(a.createdAt);
+    until.setMonth(until.getMonth() + months);
+    const lo = from > a.createdAt ? from : a.createdAt;
+    const hi = to < until ? to : until;
+    if (lo >= hi) continue;
+    const where: Prisma.ClientWhereInput = { agencyId: a.id };
+    const [orders, subs] = await Promise.all([
+      ctx.db.order.aggregate({ _sum: { totalPrice: true }, where: { client: where, paymentStatus: 'PAID', paidAt: { gte: lo, lt: hi } } }),
+      ctx.db.subscription.aggregate({ _sum: { amount: true }, where: { client: where, source: 'PAID', createdAt: { gte: lo, lt: hi } } }),
+    ]);
+    revenue += (orders._sum.totalPrice ?? 0) + (subs._sum.amount ?? 0);
+  }
+  const fromVenues = venues * s['sales.bonusPerVenue'];
+  const fromAgencies = agencies * s['sales.bonusPerAgency'];
+  const fromRevenue = Math.round((revenue * s['sales.bonusAgencyPct']) / 100);
+  return {
+    venues,
+    agencies,
+    revenue,
+    fromVenues,
+    fromAgencies,
+    fromRevenue,
+    total: fromVenues + fromAgencies + fromRevenue,
+    rules: { perVenue: s['sales.bonusPerVenue'], perAgency: s['sales.bonusPerAgency'], pct: s['sales.bonusAgencyPct'], months },
+  };
+}

packages/services/test/sales.test.ts

@@ -0,0 +1,92 @@
+import { afterAll, beforeEach, describe, expect, it } from 'vitest';
+import { convertLead, DomainError, dueSalesTasks, moveLead, salesBonus } from '../src/index.ts';
+import { db, fixtures, makeCtx, NOW } from './helpers.ts';
+
+beforeEach(async () => {
+  await fixtures();
+  await db.salesStage.createMany({
+    data: [
+      { id: 's_new', name: 'Новый', kind: 'OPEN', sortOrder: 0 },
+      { id: 's_meet', name: 'Встреча', kind: 'OPEN', sortOrder: 1 },
+      { id: 's_won', name: 'Подключён', kind: 'WON', sortOrder: 2 },
+      { id: 's_lost', name: 'Отказ', kind: 'LOST', sortOrder: 3 },
+    ],
+  });
+});
+afterAll(() => db.$disconnect());
+
+const code = (p: Promise<unknown>) => p.then(() => 'OK', (e) => (e instanceof DomainError ? e.code : String(e)));
+const setting = (key: string, value: number) => db.setting.upsert({ where: { key }, create: { key, value }, update: { value } });
+
+describe('CRM продажника', () => {
+  it('этапы: «Подключён» только через подключение, «Отказ» — с причиной; всё пишется в историю', async () => {
+    const { ctx } = makeCtx(NOW);
+    const sales = await db.adminUser.create({ data: { name: 'Давид', roles: ['SALES'] } });
+    const lead = await db.salesLead.create({ data: { kind: 'VENUE', name: 'Lavash', stageId: 's_new', ownerId: sales.id } });
+    await moveLead(ctx, { leadId: lead.id, stageId: 's_meet', byAdminId: sales.id });
+    expect(await code(moveLead(ctx, { leadId: lead.id, stageId: 's_won', byAdminId: sales.id }))).toBe('LEAD_NOT_CONVERTED');
+    expect(await code(moveLead(ctx, { leadId: lead.id, stageId: 's_lost', byAdminId: sales.id }))).toBe('REASON_REQUIRED');
+    await moveLead(ctx, { leadId: lead.id, stageId: 's_lost', byAdminId: sales.id, lostReason: 'Дорого' });
+    const after = await db.salesLead.findUniqueOrThrow({ where: { id: lead.id }, include: { activities: { orderBy: { createdAt: 'asc' } } } });
+    expect(after).toMatchObject({ stageId: 's_lost', lostReason: 'Дорого' });
+    expect(after.activities.map((a) => a.text)).toEqual(['Встреча', 'Отказ: Дорого']);
+  });
+
+  it('заведение «Подключён»: партнёр с продажником и одноразовая ссылка собственнику', async () => {
+    const { ctx } = makeCtx(NOW);
+    const sales = await db.adminUser.create({ data: { name: 'Давид', roles: ['SALES'] } });
+    const lead = await db.salesLead.create({ data: { kind: 'VENUE', name: 'Lavash', category: 'restaurant', address: 'Туманяна 21', lat: 40.18, lng: 44.51, stageId: 's_meet', ownerId: sales.id } });
+    const r = await convertLead(ctx, { leadId: lead.id, byAdminId: sales.id });
+    expect(r.kind).toBe('VENUE');
+    expect(r.url).toMatch(/\?start=po-/);
+    const partner = await db.partner.findUniqueOrThrow({ where: { id: (r as { partnerId: string }).partnerId } });
+    expect(partner).toMatchObject({ name: 'Lavash', category: 'restaurant', salesId: sales.id, lat: 40.18 });
+    expect(partner.ownerInviteCode).toBeTruthy();
+    expect(await db.salesLead.findUniqueOrThrow({ where: { id: lead.id } })).toMatchObject({ stageId: 's_won', partnerId: partner.id });
+    expect(await code(convertLead(ctx, { leadId: lead.id, byAdminId: sales.id }))).toBe('ALREADY_CONVERTED');
+  });
+
+  it('агентство «Подключён»: код уникален, ссылка для клиентов, % по умолчанию из настроек', async () => {
+    const { ctx } = makeCtx(NOW);
+    const sales = await db.adminUser.create({ data: { name: 'Давид', roles: ['SALES'] } });
+    const lead = await db.salesLead.create({ data: { kind: 'AGENCY', name: 'Yerevan Homes', stageId: 's_new', ownerId: sales.id } });
+    expect(await code(convertLead(ctx, { leadId: lead.id, byAdminId: sales.id, agencyCode: 'домик' }))).toBe('AGENCY_CODE_FORMAT');
+    expect(await code(convertLead(ctx, { leadId: lead.id, byAdminId: sales.id, agencyCode: 'domik' }))).toBe('AGENCY_CODE_TAKEN');
+    const r = await convertLead(ctx, { leadId: lead.id, byAdminId: sales.id, agencyCode: 'yhomes' });
+    expect(r.url).toMatch(/\?start=a-YHOMES$/);
+    expect(await db.agency.findUniqueOrThrow({ where: { code: 'YHOMES' } })).toMatchObject({ name: 'Yerevan Homes', commissionPct: 10, salesId: sales.id });
+  });
+
+  it('задачи: в срок — одно напоминание, выполненные и будущие — нет', async () => {
+    const { ctx, events, clock } = makeCtx(NOW);
+    const sales = await db.adminUser.create({ data: { name: 'Давид', roles: ['SALES'] } });
+    const due = await db.salesTask.create({ data: { assigneeId: sales.id, title: 'Позвонить', dueAt: new Date(NOW.getTime() - 60_000) } });
+    await db.salesTask.create({ data: { assigneeId: sales.id, title: 'Потом', dueAt: new Date(NOW.getTime() + 3600_000) } });
+    await db.salesTask.create({ data: { assigneeId: sales.id, title: 'Сделано', dueAt: new Date(NOW.getTime() - 60_000), doneAt: NOW } });
+    expect(await dueSalesTasks(ctx)).toBe(1);
+    expect(events).toEqual([{ type: 'sales.taskDue', taskId: due.id }]);
+    expect(await dueSalesTasks(ctx)).toBe(0);
+    clock.now = new Date(NOW.getTime() + 2 * 3600_000);
+    expect(await dueSalesTasks(ctx)).toBe(1);
+  });
+
+  it('бонус: ставки за заведения и агентства + % выручки клиентов агентства в первые N месяцев', async () => {
+    const { ctx } = makeCtx(NOW);
+    const sales = await db.adminUser.create({ data: { name: 'Давид', roles: ['SALES'] } });
+    const from = new Date(NOW.getTime() - 10 * 86_400_000);
+    const to = new Date(NOW.getTime() + 86_400_000);
+    expect((await salesBonus(ctx, sales.id, from, to)).total).toBe(0);
+
+    await setting('sales.bonusPerVenue', 10000);
+    await setting('sales.bonusPerAgency', 20000);
+    await setting('sales.bonusAgencyPct', 5);
+    await db.partner.create({ data: { name: 'Cafe', category: 'cafe', offer: {}, salesId: sales.id, createdAt: NOW } });
+    const agency = await db.agency.create({ data: { code: 'NEWAG', name: 'New', salesId: sales.id, createdAt: new Date(NOW.getTime() - 86_400_000) } });
+    const user = await db.user.create({ data: { telegramId: 990001n } });
+    const client = await db.client.create({ data: { userId: user.id, cardCode: 'BONUS1', agencyId: agency.id, consentAt: NOW } });
+    await db.subscription.create({ data: { clientId: client.id, plan: 'BAREV_PLUS', source: 'PAID', amount: 40000, startsAt: NOW, endsAt: new Date(NOW.getTime() + 30 * 86_400_000), createdAt: NOW } });
+
+    const b = await salesBonus(ctx, sales.id, from, to);
+    expect(b).toMatchObject({ venues: 1, agencies: 1, revenue: 40000, fromVenues: 10000, fromAgencies: 20000, fromRevenue: 2000, total: 32000 });
+  });
+});