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task-d5.5.1

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This commit is contained in:
phaichayon
2026-06-25 12:16:41 +07:00
parent f2c7156851
commit c2a74b6764
121 changed files with 3407 additions and 2679 deletions
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21
src/db/schema.ts
View File

@@ -325,8 +325,8 @@ export const crmContactShares = pgTable(
})
);
export const crmEnquiries = pgTable(
'crm_enquiries',
export const crmOpportunities = pgTable(
'crm_opportunities',
{
id: text('id').primaryKey(),
organizationId: text('organization_id').notNull(),
@@ -374,17 +374,17 @@ export const crmEnquiries = pgTable(
updatedBy: text('updated_by').notNull()
},
(table) => ({
organizationCodeIdx: uniqueIndex('crm_enquiries_org_code_idx').on(
organizationCodeIdx: uniqueIndex('crm_opportunities_org_code_idx').on(
table.organizationId,
table.code
)
})
);
export const crmEnquiryFollowups = pgTable('crm_enquiry_followups', {
export const crmOpportunityFollowups = pgTable('crm_opportunity_followups', {
id: text('id').primaryKey(),
organizationId: text('organization_id').notNull(),
enquiryId: text('enquiry_id').notNull(),
opportunityId: text('opportunity_id').notNull(),
followupDate: timestamp('followup_date', { withTimezone: true }).notNull(),
followupType: text('followup_type').notNull(),
contactId: text('contact_id'),
@@ -399,10 +399,10 @@ export const crmEnquiryFollowups = pgTable('crm_enquiry_followups', {
updatedBy: text('updated_by').notNull()
});
export const crmEnquiryCustomers = pgTable('crm_enquiry_customers', {
export const crmOpportunityCustomers = pgTable('crm_opportunity_customers', {
id: text('id').primaryKey(),
organizationId: text('organization_id').notNull(),
enquiryId: text('enquiry_id').notNull(),
opportunityId: text('opportunity_id').notNull(),
customerId: text('customer_id').notNull(),
role: text('role').notNull(),
remark: text('remark'),
@@ -411,10 +411,10 @@ export const crmEnquiryCustomers = pgTable('crm_enquiry_customers', {
deletedAt: timestamp('deleted_at', { withTimezone: true })
});
export const crmEnquiryAttachments = pgTable('crm_enquiry_attachments', {
export const crmOpportunityAttachments = pgTable('crm_opportunity_attachments', {
id: text('id').primaryKey(),
organizationId: text('organization_id').notNull(),
enquiryId: text('enquiry_id').notNull(),
opportunityId: text('opportunity_id').notNull(),
category: text('category').notNull(),
fileName: text('file_name').notNull(),
originalFileName: text('original_file_name').notNull(),
@@ -459,7 +459,7 @@ export const crmQuotations = pgTable(
organizationId: text('organization_id').notNull(),
branchId: text('branch_id'),
code: text('code').notNull(),
enquiryId: text('enquiry_id'),
opportunityId: text('opportunity_id'),
customerId: text('customer_id').notNull(),
contactId: text('contact_id'),
quotationDate: timestamp('quotation_date', { withTimezone: true }).notNull(),
@@ -804,3 +804,4 @@ export const crmDocumentTemplateTableColumns = pgTable(
)
})
);

27
src/db/seeds/foundation.seed.ts
View File

@@ -199,7 +199,7 @@ const FOUNDATION_OPTIONS = {
parentCategory: 'crm_customer_group'
}
],
crm_enquiry_status: [
crm_opportunity_status: [
{ code: 'new', label: 'New', value: 'new', sortOrder: 1 },
{ code: 'qualifying', label: 'Qualifying', value: 'qualifying', sortOrder: 2 },
{ code: 'requirement', label: 'Requirement', value: 'requirement', sortOrder: 3 },
@@ -468,15 +468,15 @@ const REPORT_DEFINITIONS: ReportDefinitionSeed[] = [
category: 'pipeline'
},
{
code: 'enquiry_pipeline',
name: 'Enquiry Pipeline',
description: 'Operational report for open enquiries, quotation progress, and sales pipeline health.',
code: 'opportunity_pipeline',
name: 'Opportunity Pipeline',
description: 'Operational report for open opportunities, quotation progress, and sales pipeline health.',
category: 'pipeline'
},
{
code: 'enquiry_aging',
name: 'Enquiry Aging',
description: 'Operational report for stalled enquiries and aging opportunity follow-ups.',
code: 'opportunity_aging',
name: 'Opportunity Aging',
description: 'Operational report for stalled opportunities and aging opportunity follow-ups.',
category: 'pipeline'
},
{
@@ -488,13 +488,13 @@ const REPORT_DEFINITIONS: ReportDefinitionSeed[] = [
{
code: 'lead_conversion',
name: 'Lead Conversion',
description: 'Marketing conversion report from lead creation into active enquiries.',
description: 'Marketing conversion report from lead creation into active opportunities.',
category: 'pipeline'
},
{
code: 'enquiry_conversion',
name: 'Enquiry Conversion',
description: 'Sales conversion report from enquiry creation into quotation generation.',
code: 'opportunity_conversion',
name: 'Opportunity Conversion',
description: 'Sales conversion report from opportunity creation into quotation generation.',
category: 'pipeline'
},
{
@@ -520,9 +520,9 @@ const REPORT_DEFINITIONS: ReportDefinitionSeed[] = [
const DOCUMENT_SEQUENCES = [
{ documentType: 'customer', prefix: 'CUS' },
{ documentType: 'contact', prefix: 'CON' },
{ documentType: 'enquiry', prefix: 'ENQ' },
{ documentType: 'opportunity', prefix: 'ENQ' },
{ documentType: 'crm_lead', prefix: 'LD' },
{ documentType: 'crm_enquiry', prefix: 'EN' },
{ documentType: 'crm_opportunity', prefix: 'EN' },
{ documentType: 'quotation', prefix: 'QT' },
{ documentType: 'approval', prefix: 'APV' }
];
@@ -1229,3 +1229,4 @@ if (require.main === module) {
process.exitCode = 1;
});
}