- 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>
- Auto-assignment: a new order is offered to the best free provider (same ranking as
the dispatcher hint); a decline or timeout passes it to the next one; nobody is
offered the same order twice; after N tries it waits for a dispatcher and the team
is notified once. The worker retries waiting orders every minute. Settings
assign.auto / assign.maxAutoOffers (toggle on the Orders page, checkbox in old admin).
- Orders: list by day with groups (need a provider, offered, assigned, in progress,
done, cancelled), periods and search; order card with progress, provider or ranked
candidates ("offer" / "pick automatically"), details, checklist and photos,
history in plain words, client, money (superadmin), payment, status change,
reschedule (slots or custom time), cancel with fee.
- New order for a client (from the client card or the Orders page): params form,
address, free slots for 14 days, price with the client's discount.
- Providers: list with rating, orders, declines, low ratings, next order; card with
quality, ratings, upcoming orders, schedule and districts, admission documents,
block/unblock with reason, new bot link, money and payouts (superadmin).
- Payout gets paidAt/note/createdById; Provider gets blockedReason/blockedAt/adminNote
and documents (ProviderDoc).
- Tests for auto-assignment.
Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
