task-d.5

task-d.5.1

src/db/schema.ts

@@ -266,6 +266,33 @@ export const crmCustomerContacts = pgTable('crm_customer_contacts', {
   updatedBy: text('updated_by').notNull()
 });
 
+export const crmLeads = pgTable(
+  'crm_leads',
+  {
+    id: text('id').primaryKey(),
+    organizationId: text('organization_id').notNull(),
+    branchId: text('branch_id'),
+    code: text('code').notNull(),
+    customerId: text('customer_id'),
+    contactId: text('contact_id'),
+    projectName: text('project_name'),
+    projectLocation: text('project_location'),
+    awarenessId: text('awareness_id'),
+    status: text('status').default('new_job').notNull(),
+    followupStatus: text('followup_status'),
+    lostReason: text('lost_reason'),
+    outcome: text('outcome').default('open').notNull(),
+    ownerMarketingUserId: text('owner_marketing_user_id'),
+    createdBy: text('created_by').notNull(),
+    createdAt: timestamp('created_at', { withTimezone: true }).defaultNow().notNull(),
+    updatedAt: timestamp('updated_at', { withTimezone: true }).defaultNow().notNull(),
+    deletedAt: timestamp('deleted_at', { withTimezone: true })
+  },
+  (table) => ({
+    organizationCodeIdx: uniqueIndex('crm_leads_org_code_idx').on(table.organizationId, table.code)
+  })
+);
+
 export const crmContactShares = pgTable(
   'crm_contact_shares',
   {
@@ -296,6 +323,7 @@ export const crmEnquiries = pgTable(
     id: text('id').primaryKey(),
     organizationId: text('organization_id').notNull(),
     branchId: text('branch_id'),
+    leadId: text('lead_id'),
     code: text('code').notNull(),
     customerId: text('customer_id').notNull(),
     contactId: text('contact_id'),

src/db/seeds/foundation.seed.ts

@@ -342,6 +342,105 @@ const FOUNDATION_OPTIONS = {
     { code: 'line', label: 'LINE', value: 'line', sortOrder: 5 },
     { code: 'other', label: 'Other', value: 'other', sortOrder: 6 }
   ],
+  crm_lead_awareness: [
+    {
+      code: 'google_search_website',
+      label: 'Google Search / Website',
+      value: 'google_search_website',
+      sortOrder: 1
+    },
+    { code: 'social_media', label: 'Social Media', value: 'social_media', sortOrder: 2 },
+    {
+      code: 'email_marketing',
+      label: 'Email Marketing',
+      value: 'email_marketing',
+      sortOrder: 3
+    },
+    { code: 'visit', label: 'Visit', value: 'visit', sortOrder: 4 },
+    {
+      code: 'exhibition_event',
+      label: 'Exhibition / Event',
+      value: 'exhibition_event',
+      sortOrder: 5
+    },
+    {
+      code: 'brochure_catalog',
+      label: 'Brochure / Catalog',
+      value: 'brochure_catalog',
+      sortOrder: 6
+    },
+    {
+      code: 'word_of_mouth',
+      label: 'Word of Mouth',
+      value: 'word_of_mouth',
+      sortOrder: 7
+    },
+    { code: 'corporate_car', label: 'Corporate Car', value: 'corporate_car', sortOrder: 8 },
+    { code: 'product_label', label: 'Product Label', value: 'product_label', sortOrder: 9 },
+    { code: 'repurchasing', label: 'Re-purchasing', value: 'repurchasing', sortOrder: 10 },
+    { code: 'introducing', label: 'Introducing', value: 'introducing', sortOrder: 11 },
+    { code: 'bci', label: 'BCI', value: 'bci', sortOrder: 12 }
+  ],
+  crm_lead_status: [
+    { code: 'new_job', label: 'New Job', value: 'new_job', sortOrder: 1 },
+    { code: 'follow_up', label: 'Follow Up', value: 'follow_up', sortOrder: 2 },
+    { code: 'closed_lost', label: 'Closed Lost', value: 'closed_lost', sortOrder: 3 },
+    { code: 'cancel', label: 'Cancel', value: 'cancel', sortOrder: 4 }
+  ],
+  crm_lead_followup_status: [
+    {
+      code: 'budget_pending',
+      label: 'Budget Pending',
+      value: 'budget_pending',
+      sortOrder: 1
+    },
+    {
+      code: 'project_under_review',
+      label: 'Project Under Review',
+      value: 'project_under_review',
+      sortOrder: 2
+    },
+    {
+      code: 'spec_clarification',
+      label: 'Spec Clarification',
+      value: 'spec_clarification',
+      sortOrder: 3
+    },
+    {
+      code: 'site_survey_waiting',
+      label: 'Site Survey Waiting',
+      value: 'site_survey_waiting',
+      sortOrder: 4
+    },
+    {
+      code: 'drawing_followup',
+      label: 'Drawing Follow-up',
+      value: 'drawing_followup',
+      sortOrder: 5
+    },
+    {
+      code: 'quotation_preparation',
+      label: 'Quotation Preparation',
+      value: 'quotation_preparation',
+      sortOrder: 6
+    },
+    { code: 'waiting_po', label: 'Waiting PO', value: 'waiting_po', sortOrder: 7 }
+  ],
+  crm_lead_lost_reason: [
+    { code: 'price', label: 'Price', value: 'price', sortOrder: 1 },
+    { code: 'delivery_time', label: 'Delivery Time', value: 'delivery_time', sortOrder: 2 },
+    { code: 'sales_person', label: 'Sales Person', value: 'sales_person', sortOrder: 3 },
+    { code: 'service', label: 'Service', value: 'service', sortOrder: 4 },
+    { code: 'customer', label: 'Customer', value: 'customer', sortOrder: 5 },
+    {
+      code: 'product_quality',
+      label: 'Product Quality',
+      value: 'product_quality',
+      sortOrder: 6
+    },
+    { code: 'other', label: 'Other', value: 'other', sortOrder: 7 },
+    { code: 'transfer', label: 'Transfer', value: 'transfer', sortOrder: 8 }
+  ],
   crm_report_category: [
     { code: 'pipeline', label: 'Pipeline', value: 'pipeline', sortOrder: 1 },
     { code: 'sales', label: 'Sales', value: 'sales', sortOrder: 2 },
@@ -421,6 +520,8 @@ const DOCUMENT_SEQUENCES = [
   { documentType: 'customer', prefix: 'CUS' },
   { documentType: 'contact', prefix: 'CON' },
   { documentType: 'enquiry', prefix: 'ENQ' },
+  { documentType: 'crm_lead', prefix: 'LD' },
+  { documentType: 'crm_enquiry', prefix: 'EN' },
   { documentType: 'quotation', prefix: 'QT' },
   { documentType: 'approval', prefix: 'APV' }
 ];

src/features/foundation/document-sequence/service.ts

@@ -16,6 +16,8 @@ const DEFAULT_DOCUMENT_PREFIXES: Record<string, string> = {
   customer: 'CUS',
   contact: 'CON',
   enquiry: 'ENQ',
+  crm_lead: 'LD',
+  crm_enquiry: 'EN',
   quotation: 'QT',
   approval: 'APV'
 };