feat(10-redo-C): CRM leads module — schema, services, UI (Phase 10 redo)

Stage C of staged Phase 10 redo. Restores dangling phase10-wip work:
- schema.ts: leads expansion + activities/reminders tables + relations
- lead-service.ts / lead-validators.ts service layer
- /admin/leads list + detail + actions, LeadTable/LeadDetail/LeadForm
- LogActivityModal, SendQuoteModal, FollowUpWidget on dashboard
- migration 0005 (applied to prod DB in Stage B, along with
  previously-missing 0001/0003/0004 — root cause of all post-deploy
  500s: prod DB had no migrations applied since 0000)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
2026-06-11 20:58:14 +02:00
parent 5aa6614e41
commit 008a43469d
18 changed files with 1972 additions and 3 deletions
+65 -3
View File
@@ -362,14 +362,62 @@ export const quotes = pgTable("quotes", {
.defaultNow(),
});
// ============ LEADS TABLE (CRM — Phase 10, but needed for quotes FK) ============
// Placeholder table for Phase 10 CRM integration
// ============ LEADS TABLE (CRM — Phase 10) ============
export const leads = pgTable("leads", {
id: text("id")
.primaryKey()
.$defaultFn(() => nanoid()),
name: text("name").notNull(),
email: text("email"),
phone: text("phone"),
company: text("company"),
status: text("status")
.notNull()
.default("contacted"), // contacted | qualified | proposal_sent | negotiating | won | lost
last_contact_date: timestamp("last_contact_date", { withTimezone: true }),
next_action: text("next_action"),
next_action_date: timestamp("next_action_date", { withTimezone: true }),
notes: text("notes"),
created_at: timestamp("created_at", { withTimezone: true })
.notNull()
.defaultNow(),
updated_at: timestamp("updated_at", { withTimezone: true })
.notNull()
.defaultNow(),
});
// ============ ACTIVITIES TABLE (CRM interaction history) ============
export const activities = pgTable("activities", {
id: text("id")
.primaryKey()
.$defaultFn(() => nanoid()),
lead_id: text("lead_id")
.notNull()
.references(() => leads.id, { onDelete: "cascade" }),
type: text("type")
.notNull(), // call | email | meeting | note
duration_minutes: integer("duration_minutes"),
notes: text("notes").notNull(),
activity_date: timestamp("activity_date", { withTimezone: true })
.notNull(),
created_at: timestamp("created_at", { withTimezone: true })
.notNull()
.defaultNow(),
});
// ============ REMINDERS TABLE (CRM follow-up reminders) ============
export const reminders = pgTable("reminders", {
id: text("id")
.primaryKey()
.$defaultFn(() => nanoid()),
lead_id: text("lead_id")
.notNull()
.references(() => leads.id, { onDelete: "cascade" }),
title: text("title").notNull(),
description: text("description"),
due_date: timestamp("due_date", { withTimezone: true })
.notNull(),
completed_at: timestamp("completed_at", { withTimezone: true }),
created_at: timestamp("created_at", { withTimezone: true })
.notNull()
.defaultNow(),
@@ -497,6 +545,16 @@ export const offerPhaseServicesRelations = relations(offer_phase_services, ({ on
export const leadsRelations = relations(leads, ({ many }) => ({
quotes: many(quotes),
activities: many(activities),
reminders: many(reminders),
}));
export const activitiesRelations = relations(activities, ({ one }) => ({
lead: one(leads, { fields: [activities.lead_id], references: [leads.id] }),
}));
export const remindersRelations = relations(reminders, ({ one }) => ({
lead: one(leads, { fields: [reminders.lead_id], references: [leads.id] }),
}));
export const quotesRelations = relations(quotes, ({ one, many }) => ({
@@ -553,4 +611,8 @@ export type NewOfferPhaseService = typeof offer_phase_services.$inferInsert;
export type Quote = typeof quotes.$inferSelect;
export type NewQuote = typeof quotes.$inferInsert;
export type Lead = typeof leads.$inferSelect;
export type NewLead = typeof leads.$inferInsert;
export type NewLead = typeof leads.$inferInsert;
export type Activity = typeof activities.$inferSelect;
export type NewActivity = typeof activities.$inferInsert;
export type Reminder = typeof reminders.$inferSelect;
export type NewReminder = typeof reminders.$inferInsert;