dejanandClaude Opus 4.8
d72aa9fbf3
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>
86 lines
3.8 KiB
SQL
86 lines
3.8 KiB
SQL
CREATE TABLE "lead" (
|
|
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
|
|
"area_id" uuid NOT NULL,
|
|
"firma" text NOT NULL,
|
|
"status" text DEFAULT 'cold' NOT NULL,
|
|
"score" integer DEFAULT 0 NOT NULL,
|
|
"owner_user_id" uuid,
|
|
"branche" text,
|
|
"sub_segment" text,
|
|
"standorte" text,
|
|
"mitarbeiterzahl" text,
|
|
"umsatz" text,
|
|
"website" text,
|
|
"quelle" text,
|
|
"pain_point" text,
|
|
"status_quo_kosten" text,
|
|
"bestehende_loesung" text,
|
|
"wechselgrund" text,
|
|
"persoenlicher_erfolg" text,
|
|
"budget_indikation" text,
|
|
"entscheidungshorizont" text,
|
|
"compelling_event" text,
|
|
"mitbewerber" text,
|
|
"buying_center" text,
|
|
"beschaffungsweg" text,
|
|
"kommunikationsstil" text,
|
|
"vorlieben" text,
|
|
"hot_buttons" text,
|
|
"no_gos" text,
|
|
"druckpunkte" text,
|
|
"anker" text,
|
|
"vertrauenslevel" integer,
|
|
"nutzen_hypothese" text,
|
|
"differenzierer" text,
|
|
"naechster_schritt" text,
|
|
"naechster_schritt_datum" date,
|
|
"risiken" text,
|
|
"plan_b" text,
|
|
"offene_fragen" jsonb DEFAULT '[]'::jsonb NOT NULL,
|
|
"anhaenge" jsonb DEFAULT '[]'::jsonb NOT NULL,
|
|
"promoted_deal_id" uuid,
|
|
"created_by" uuid,
|
|
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
|
|
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
|
|
);
|
|
--> statement-breakpoint
|
|
CREATE TABLE "lead_contact" (
|
|
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
|
|
"lead_id" uuid NOT NULL,
|
|
"name" text NOT NULL,
|
|
"rolle" text,
|
|
"funktion" text,
|
|
"email" text,
|
|
"telefon" text,
|
|
"linkedin" text,
|
|
"im_buying_center_seit" text,
|
|
"sprache" text,
|
|
"is_primary" boolean DEFAULT false NOT NULL,
|
|
"order" integer DEFAULT 0 NOT NULL,
|
|
"created_at" timestamp with time zone DEFAULT now() NOT NULL
|
|
);
|
|
--> statement-breakpoint
|
|
CREATE TABLE "lead_touchpoint" (
|
|
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
|
|
"lead_id" uuid NOT NULL,
|
|
"datum" date NOT NULL,
|
|
"kanal" text NOT NULL,
|
|
"bearbeiter_user_id" uuid,
|
|
"inhalt" text NOT NULL,
|
|
"outcome" text,
|
|
"follow_up_bis" date,
|
|
"created_at" timestamp with time zone DEFAULT now() NOT NULL
|
|
);
|
|
--> statement-breakpoint
|
|
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
|
|
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
|
|
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
|
|
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
|
|
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
|
|
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
|
|
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
|
|
CREATE INDEX "idx_lead_status" ON "lead" USING btree ("status");--> statement-breakpoint
|
|
CREATE INDEX "idx_lead_owner" ON "lead" USING btree ("owner_user_id");--> statement-breakpoint
|
|
CREATE INDEX "idx_lead_contact_lead" ON "lead_contact" USING btree ("lead_id");--> statement-breakpoint
|
|
CREATE INDEX "idx_lead_touchpoint_lead" ON "lead_touchpoint" USING btree ("lead_id");--> statement-breakpoint
|
|
CREATE INDEX "idx_lead_touchpoint_followup" ON "lead_touchpoint" USING btree ("follow_up_bis"); |