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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