feat(vertrieb): Lead-CRM mit Dossiers, Kontakten & Austausch-Log
Neues Lead-Modul im Vertriebsbereich: qualitative Dossiers (Stammdaten, Pain & Bedarf, Soft Factors, Strategie), Kontaktpersonen, Austausch-Log mit Follow-up-Daten und Lead→Deal-Promotion. Routen /leads (Liste, nach Status gruppiert) und /lead/:id (Dossier), Teaser im Bereich Vertrieb. Migration 0008_lead_crm (lead, lead_contact, lead_touchpoint). Datenmodell-Tabellen liegen in der gemeinsamen schema.ts (Folge-Commit). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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CREATE TABLE "lead" (
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"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
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"area_id" uuid NOT NULL,
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"firma" text NOT NULL,
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"status" text DEFAULT 'cold' NOT NULL,
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"score" integer DEFAULT 0 NOT NULL,
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"owner_user_id" uuid,
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"branche" text,
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"sub_segment" text,
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"standorte" text,
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"mitarbeiterzahl" text,
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"umsatz" text,
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"website" text,
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"quelle" text,
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"pain_point" text,
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"status_quo_kosten" text,
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"bestehende_loesung" text,
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"wechselgrund" text,
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"persoenlicher_erfolg" text,
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"budget_indikation" text,
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"entscheidungshorizont" text,
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"compelling_event" text,
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"mitbewerber" text,
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"buying_center" text,
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"beschaffungsweg" text,
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"kommunikationsstil" text,
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"vorlieben" text,
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"hot_buttons" text,
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"no_gos" text,
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"druckpunkte" text,
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"anker" text,
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"vertrauenslevel" integer,
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"nutzen_hypothese" text,
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"differenzierer" text,
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"naechster_schritt" text,
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"naechster_schritt_datum" date,
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"risiken" text,
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"plan_b" text,
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"offene_fragen" jsonb DEFAULT '[]'::jsonb NOT NULL,
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"anhaenge" jsonb DEFAULT '[]'::jsonb NOT NULL,
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"promoted_deal_id" uuid,
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"created_by" uuid,
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"created_at" timestamp with time zone DEFAULT now() NOT NULL,
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"updated_at" timestamp with time zone DEFAULT now() NOT NULL
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);
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--> statement-breakpoint
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CREATE TABLE "lead_contact" (
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"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
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"lead_id" uuid NOT NULL,
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"name" text NOT NULL,
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"rolle" text,
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"funktion" text,
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"email" text,
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"telefon" text,
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"linkedin" text,
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"im_buying_center_seit" text,
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"sprache" text,
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"is_primary" boolean DEFAULT false NOT NULL,
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"order" integer DEFAULT 0 NOT NULL,
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"created_at" timestamp with time zone DEFAULT now() NOT NULL
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);
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--> statement-breakpoint
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CREATE TABLE "lead_touchpoint" (
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"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
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"lead_id" uuid NOT NULL,
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"datum" date NOT NULL,
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"kanal" text NOT NULL,
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"bearbeiter_user_id" uuid,
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"inhalt" text NOT NULL,
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"outcome" text,
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"follow_up_bis" date,
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"created_at" timestamp with time zone DEFAULT now() NOT NULL
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);
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--> statement-breakpoint
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ALTER TABLE "lead" ADD CONSTRAINT "lead_area_id_area_id_fk" FOREIGN KEY ("area_id") REFERENCES "public"."area"("id") ON DELETE restrict ON UPDATE no action;--> statement-breakpoint
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ALTER TABLE "lead" ADD CONSTRAINT "lead_owner_user_id_user_id_fk" FOREIGN KEY ("owner_user_id") REFERENCES "public"."user"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
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ALTER TABLE "lead" ADD CONSTRAINT "lead_promoted_deal_id_deal_id_fk" FOREIGN KEY ("promoted_deal_id") REFERENCES "public"."deal"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
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ALTER TABLE "lead" ADD CONSTRAINT "lead_created_by_user_id_fk" FOREIGN KEY ("created_by") REFERENCES "public"."user"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
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ALTER TABLE "lead_contact" ADD CONSTRAINT "lead_contact_lead_id_lead_id_fk" FOREIGN KEY ("lead_id") REFERENCES "public"."lead"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
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ALTER TABLE "lead_touchpoint" ADD CONSTRAINT "lead_touchpoint_lead_id_lead_id_fk" FOREIGN KEY ("lead_id") REFERENCES "public"."lead"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
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ALTER TABLE "lead_touchpoint" ADD CONSTRAINT "lead_touchpoint_bearbeiter_user_id_user_id_fk" FOREIGN KEY ("bearbeiter_user_id") REFERENCES "public"."user"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
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CREATE INDEX "idx_lead_status" ON "lead" USING btree ("status");--> statement-breakpoint
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CREATE INDEX "idx_lead_owner" ON "lead" USING btree ("owner_user_id");--> statement-breakpoint
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CREATE INDEX "idx_lead_contact_lead" ON "lead_contact" USING btree ("lead_id");--> statement-breakpoint
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CREATE INDEX "idx_lead_touchpoint_lead" ON "lead_touchpoint" USING btree ("lead_id");--> statement-breakpoint
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CREATE INDEX "idx_lead_touchpoint_followup" ON "lead_touchpoint" USING btree ("follow_up_bis");
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File diff suppressed because it is too large.
Load diff
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import { z } from 'zod';
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// Status & Enums --------------------------------------------------------------
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export const leadStatusSchema = z.enum(['cold', 'warm', 'hot', 'won', 'lost']);
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export const LEAD_STATUSES = leadStatusSchema.options;
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export const contactFunktionSchema = z.enum([
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'entscheider',
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'influencer',
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'gatekeeper',
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'end_user',
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'champion',
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]);
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export const CONTACT_FUNKTIONEN = contactFunktionSchema.options;
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export const touchpointKanalSchema = z.enum([
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'call',
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'mail',
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'linkedin',
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'termin',
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'event',
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'sonstiges',
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]);
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export const TOUCHPOINT_KANAELE = touchpointKanalSchema.options;
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// JSONB-Substrukturen ---------------------------------------------------------
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export const offeneFrageSchema = z.object({
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text: z.string().min(1).max(500),
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done: z.boolean(),
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});
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export const anhangSchema = z.object({
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label: z.string().min(1).max(200),
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url: z.string().min(1).max(2000),
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});
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// Lead-Kernfelder (alle optional außer firma). Wird für create + update genutzt.
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const leadCoreFields = {
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firma: z.string().min(1).max(200),
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status: leadStatusSchema,
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score: z.number().int().min(0).max(10),
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ownerUserId: z.string().uuid().nullable(),
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branche: z.string().max(200).nullable(),
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subSegment: z.string().max(200).nullable(),
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standorte: z.string().max(500).nullable(),
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mitarbeiterzahl: z.string().max(100).nullable(),
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umsatz: z.string().max(100).nullable(),
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website: z.string().max(500).nullable(),
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quelle: z.string().max(500).nullable(),
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painPoint: z.string().max(2000).nullable(),
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statusQuoKosten: z.string().max(2000).nullable(),
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bestehendeLoesung: z.string().max(1000).nullable(),
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wechselgrund: z.string().max(2000).nullable(),
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persoenlicherErfolg: z.string().max(2000).nullable(),
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budgetIndikation: z.string().max(500).nullable(),
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entscheidungshorizont: z.string().max(500).nullable(),
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compellingEvent: z.string().max(1000).nullable(),
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mitbewerber: z.string().max(1000).nullable(),
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buyingCenter: z.string().max(1000).nullable(),
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beschaffungsweg: z.string().max(500).nullable(),
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kommunikationsstil: z.string().max(1000).nullable(),
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vorlieben: z.string().max(1000).nullable(),
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hotButtons: z.string().max(1000).nullable(),
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noGos: z.string().max(1000).nullable(),
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druckpunkte: z.string().max(1000).nullable(),
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anker: z.string().max(1000).nullable(),
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vertrauenslevel: z.number().int().min(1).max(5).nullable(),
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nutzenHypothese: z.string().max(1000).nullable(),
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differenzierer: z.string().max(1000).nullable(),
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naechsterSchritt: z.string().max(1000).nullable(),
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naechsterSchrittDatum: z.string().regex(/^\d{4}-\d{2}-\d{2}$/).nullable(),
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risiken: z.string().max(1000).nullable(),
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planB: z.string().max(1000).nullable(),
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offeneFragen: z.array(offeneFrageSchema).max(100),
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anhaenge: z.array(anhangSchema).max(50),
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};
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// Create: nur firma ist Pflicht, Rest optional mit sinnvollen Defaults.
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export const createLeadInput = z.object({
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firma: leadCoreFields.firma,
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status: leadStatusSchema.default('cold'),
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score: z.number().int().min(0).max(10).default(0),
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ownerUserId: z.string().uuid().optional(),
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branche: z.string().max(200).optional(),
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subSegment: z.string().max(200).optional(),
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website: z.string().max(500).optional(),
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quelle: z.string().max(500).optional(),
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});
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export type CreateLeadInput = z.infer<typeof createLeadInput>;
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// Update: id + beliebige Teilmenge der Kernfelder (partial patch).
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export const updateLeadInput = z
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.object({ id: z.string().uuid() })
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.merge(z.object(leadCoreFields).partial());
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export type UpdateLeadInput = z.infer<typeof updateLeadInput>;
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export const leadIdInput = z.object({ id: z.string().uuid() });
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// Kontakte --------------------------------------------------------------------
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export const addContactInput = z.object({
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leadId: z.string().uuid(),
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name: z.string().min(1).max(200),
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rolle: z.string().max(200).optional(),
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funktion: contactFunktionSchema.optional(),
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email: z.string().max(320).optional(),
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telefon: z.string().max(100).optional(),
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linkedin: z.string().max(500).optional(),
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imBuyingCenterSeit: z.string().max(100).optional(),
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sprache: z.string().max(100).optional(),
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isPrimary: z.boolean().default(false),
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});
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export type AddContactInput = z.infer<typeof addContactInput>;
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export const removeContactInput = z.object({ contactId: z.string().uuid() });
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// Touchpoints (Austausch-Log) -------------------------------------------------
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export const addTouchpointInput = z.object({
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leadId: z.string().uuid(),
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datum: z.string().regex(/^\d{4}-\d{2}-\d{2}$/),
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kanal: touchpointKanalSchema,
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inhalt: z.string().min(1).max(2000),
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outcome: z.string().max(1000).optional(),
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followUpBis: z
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.string()
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.regex(/^\d{4}-\d{2}-\d{2}$/)
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.optional(),
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});
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export type AddTouchpointInput = z.infer<typeof addTouchpointInput>;
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export const removeTouchpointInput = z.object({ touchpointId: z.string().uuid() });
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// Promotion → Pipeline-Deal ---------------------------------------------------
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export const promoteToDealInput = z.object({
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leadId: z.string().uuid(),
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valueEur: z.number().int().min(0).default(0),
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probability: z.number().int().min(0).max(100).default(50),
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});
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export type PromoteToDealInput = z.infer<typeof promoteToDealInput>;
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