feat(leads): Leads universell mit Projekten verknüpfen
ci / quality (push) Failing after 44s
ci / build (push) Has been skipped
deploy / deploy (push) Successful in 54s

Ein Projekt lebt in genau einem Heimat-Bereich und wird einmal angelegt;
Leads bekommen eine optionale Verknüpfung dorthin (lead.projectId), egal in
welchem Bereich das Projekt wohnt — kein redundantes Anlegen mehr.

- Migration 0011: lead.project_id (FK → project, ON DELETE SET NULL).
- Lead anlegen / CSV-Import / Lead-Detail: Projekt zuordnen; CSV ordnet alle
  importierten Leads einem Projekt zu.
- Projektseite: neue "Leads"-Sektion (Vertriebs-Sicht des Projekts).
- Vertrieb: "Projekte mit Vertriebsaktivität" — bereichsübergreifend alle
  Projekte mit verknüpften Leads (so erscheint ein Entwicklungsprojekt hier,
  WEIL es Leads hat). Rein interne Projekte ohne Leads tauchen nicht auf.
- Lead-Liste/Detail zeigen das verknüpfte Projekt.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
dejanandClaude Opus 4.8 committed 2026-06-06 16:08:59 +02:00
1 parent 68480c1eb1
commit 19db774c4c
10 files changed
+3522 -3

No files matched your search

+27 -2
View File
@@ -1,6 +1,6 @@
import { TRPCError } from '@trpc/server';
import { asc, desc, eq, sql } from 'drizzle-orm';
import { lead, leadContact, leadTouchpoint, deal, area, user } from '@cockpit/db';
import { lead, leadContact, leadTouchpoint, deal, area, user, project } from '@cockpit/db';
import type { Db } from '@cockpit/db';
import { LeadSchemas } from '@cockpit/shared';
import { router, protectedProcedure } from '../trpc.js';
@@ -21,13 +21,28 @@ export const leadRouter = router({
.select({
lead: lead,
ownerName: user.name,
projectName: project.name,
})
.from(lead)
.leftJoin(user, eq(user.id, lead.ownerUserId))
.leftJoin(project, eq(project.id, lead.projectId))
.orderBy(desc(lead.updatedAt));
return rows.map((r) => ({ ...r.lead, ownerName: r.ownerName }));
return rows.map((r) => ({ ...r.lead, ownerName: r.ownerName, projectName: r.projectName }));
}),
// Leads, die einem Projekt zugeordnet sind (Vertriebs-Sicht im Projekt).
forProject: protectedProcedure
.input(LeadSchemas.leadsForProjectInput)
.query(async ({ ctx, input }) => {
const rows = await ctx.db
.select({ lead: lead, ownerName: user.name })
.from(lead)
.leftJoin(user, eq(user.id, lead.ownerUserId))
.where(eq(lead.projectId, input.projectId))
.orderBy(desc(lead.score), desc(lead.updatedAt));
return rows.map((r) => ({ ...r.lead, ownerName: r.ownerName }));
}),
byId: protectedProcedure.input(LeadSchemas.leadIdInput).query(async ({ ctx, input }) => {
const l = (await ctx.db.select().from(lead).where(eq(lead.id, input.id)).limit(1))[0];
if (!l) throw new TRPCError({ code: 'NOT_FOUND', message: 'Lead nicht gefunden.' });
@@ -45,9 +60,17 @@ export const leadRouter = router({
.leftJoin(user, eq(user.id, leadTouchpoint.bearbeiterUserId))
.where(eq(leadTouchpoint.leadId, l.id))
.orderBy(desc(leadTouchpoint.datum), desc(leadTouchpoint.createdAt));
const linkedProject = l.projectId
? (await ctx.db
.select({ id: project.id, name: project.name })
.from(project)
.where(eq(project.id, l.projectId))
.limit(1))[0] ?? null
: null;
return {
lead: l,
contacts,
project: linkedProject,
touchpoints: touchpoints.map((t) => ({ ...t.touchpoint, bearbeiterName: t.bearbeiterName })),
};
}),
@@ -64,6 +87,7 @@ export const leadRouter = router({
status: input.status,
score: input.score,
ownerUserId: input.ownerUserId ?? null,
projectId: input.projectId ?? null,
branche: input.branche ?? null,
subSegment: input.subSegment ?? null,
website: input.website ?? null,
@@ -259,6 +283,7 @@ export const leadRouter = router({
firma,
status: 'cold',
score: 0,
projectId: input.projectId ?? null,
branche: get(row, cells.branche) || null,
website: get(row, cells.website) || null,
quelle: get(row, cells.quelle) || null,