feat(crm): Vorgangsart (DealType) konfigurierbares Dropdown + Pipeline-Leerstate

- crm-service: Neues DealType-Model (deal_types Tabelle) mit name, color, sortOrder
  und Relation zu Deal.dealTypeId; Migration 20260313_deal_type
- crm-service: Vollstaendiger CRUD REST-Endpoint /crm/deal-types (TenantGuard)
- crm-service: CreateDealDto um optionales dealTypeId erweitert
- frontend: DealType Interface, API (dealTypesApi), Hooks (useDealTypes/...)
- frontend: CrmSettingsPage > Weitere Einstellungen > DealTypesConfig mit Farbpicker
- frontend: DealFormModal: Vorgangsart-Dropdown + Hinweis bei leerer Pipeline-Liste

Deployment: prisma migrate deploy && prisma generate im crm-service ausfuehren.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Summarize.md

@@ -6,6 +6,32 @@
 
 ---
 
+### Aenderungen 2026-03-13 (8): Vorgangsart (DealType) + Pipeline-Leerstate
+
+#### Backend (crm-service)
+- `prisma/crm.schema.prisma` — Neues Model `DealType` (id, tenantId, name, color, sortOrder) mit `@@unique([tenantId, name])`, `@@map("deal_types")`; Relation `deals Deal[]`; Deal-Model um optionales Feld `dealTypeId String? @map("deal_type_id") @db.Uuid` + Relation `dealType DealType? @relation(...)` erweitert
+- `prisma/migrations/20260313_deal_type/migration.sql` — Migration: CREATE TABLE `app_crm.deal_types`, ALTER TABLE `app_crm.deals` ADD COLUMN `deal_type_id`, Unique/Index/FK-Constraints
+- `src/deal-types/dto/create-deal-type.dto.ts` — DTO: name (required), color (optional, Hex-Validierung), sortOrder (optional)
+- `src/deal-types/dto/update-deal-type.dto.ts` — Alle Felder optional
+- `src/deal-types/deal-types.service.ts` — CRUD-Service (findAll/create/update/remove) analog IndustriesService, Duplikat-Check, Nutzungs-Guard beim Loeschen
+- `src/deal-types/deal-types.controller.ts` — REST-Controller: GET/POST/PATCH/DELETE unter `/crm/deal-types`, TenantGuard
+- `src/deal-types/deal-types.module.ts` — NestJS-Modul
+- `src/app.module.ts` — DealTypesModule registriert
+- `src/deals/dto/create-deal.dto.ts` — `dealTypeId?: string` (UUID, optional) hinzugefuegt
+- `src/deals/deals.service.ts` — `dealTypeId` beim Create an Prisma weitergegeben
+
+#### Frontend
+- `crm/types.ts` — Neues Interface `DealType` (id, tenantId, name, color, sortOrder, _count?); `CreateDealTypePayload`, `UpdateDealTypePayload`; `Deal.dealTypeId: string|null` + `dealType?: {...}|null`; `CreateDealPayload.dealTypeId?: string`
+- `crm/api.ts` — `dealTypesApi` (list/create/update/delete auf `/crm/deal-types`) importiert; Typ-Imports erweitert
+- `crm/hooks.ts` — `crmKeys.dealTypes`, `useDealTypes`, `useCreateDealType`, `useUpdateDealType`, `useDeleteDealType`
+- `crm/settings/CrmSettingsPage.tsx` — `DealTypesConfig`-Komponente (analog IndustriesConfig mit Farbpicker, Sortierung); als erster Block im Tab "Weitere Einstellungen" platziert
+- `crm/deals/DealFormModal.tsx` — Vorgangsart-Dropdown (select mit DealType-Optionen, "— Keine —" als Default); Pipeline-Leerstate-Hinweis mit Link zu CRM-Einstellungen; `dealTypeId` State + Payload-Uebergabe
+
+#### Deployment-Hinweis
+Nach Deploy: `npx prisma migrate deploy && npx prisma generate` im crm-service ausfuehren.
+
+---
+
 ### Aenderungen 2026-03-13 (7): Profil-Bereich nach oben rechts verschoben (Topbar)
 
 #### Frontend

packages/crm-service/prisma/crm.schema.prisma

@@ -444,6 +444,26 @@ enum ContractStatus {
   @@schema("app_crm")
 }
 
+// --------------------------------------------------------
+// DealType - Vorgangsart (admin-konfigurierbar pro Tenant)
+// --------------------------------------------------------
+model DealType {
+  id        String   @id @default(uuid()) @db.Uuid
+  tenantId  String   @map("tenant_id") @db.Uuid
+  name      String   @db.VarChar(100)
+  color     String   @default("#6B7280") @db.VarChar(7)
+  sortOrder Int      @default(0) @map("sort_order")
+  createdAt DateTime @default(now()) @map("created_at")
+  updatedAt DateTime @updatedAt @map("updated_at")
+
+  deals Deal[]
+
+  @@unique([tenantId, name])
+  @@index([tenantId])
+  @@map("deal_types")
+  @@schema("app_crm")
+}
+
 // --------------------------------------------------------
 // Pipeline - Sales-Pipelines (konfigurierbar pro Tenant)
 // --------------------------------------------------------
@@ -515,6 +535,9 @@ model Deal {
   closedAt          DateTime? @map("closed_at")
   notes             String?   @db.Text
 
+  // Vorgangsart
+  dealTypeId String? @map("deal_type_id") @db.Uuid
+
   // Phase 1: Lost-Reason
   lostReason     LostReason? @map("lost_reason")
   lostReasonText String?     @map("lost_reason_text") @db.Text
@@ -531,6 +554,7 @@ model Deal {
   stage        PipelineStage  @relation(fields: [stageId], references: [id])
   contact      Contact?       @relation(fields: [contactId], references: [id], onDelete: SetNull)
   company      Company?       @relation(fields: [companyId], references: [id], onDelete: SetNull)
+  dealType     DealType?      @relation(fields: [dealTypeId], references: [id], onDelete: SetNull)
   dealVouchers DealVoucher[]
   owners       DealOwner[]
 

packages/crm-service/prisma/migrations/20260313_deal_type/migration.sql

@@ -0,0 +1,25 @@
+-- Migration: 20260313_deal_type
+-- Beschreibung: Vorgangsart (DealType) Tabelle + deal_type_id auf deals
+
+-- CreateTable
+CREATE TABLE "app_crm"."deal_types" (
+    "id" UUID NOT NULL DEFAULT gen_random_uuid(),
+    "tenant_id" UUID NOT NULL,
+    "name" VARCHAR(100) NOT NULL,
+    "color" VARCHAR(7) NOT NULL DEFAULT '#6B7280',
+    "sort_order" INTEGER NOT NULL DEFAULT 0,
+    "created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updated_at" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "deal_types_pkey" PRIMARY KEY ("id")
+);
+
+-- AlterTable: deal_type_id auf deals
+ALTER TABLE "app_crm"."deals" ADD COLUMN "deal_type_id" UUID;
+
+-- CreateIndex
+CREATE UNIQUE INDEX "deal_types_tenant_id_name_key" ON "app_crm"."deal_types"("tenant_id", "name");
+CREATE INDEX "deal_types_tenant_id_idx" ON "app_crm"."deal_types"("tenant_id");
+
+-- AddForeignKey
+ALTER TABLE "app_crm"."deals" ADD CONSTRAINT "deals_deal_type_id_fkey" FOREIGN KEY ("deal_type_id") REFERENCES "app_crm"."deal_types"("id") ON DELETE SET NULL ON UPDATE CASCADE;

packages/crm-service/src/app.module.ts

@@ -26,6 +26,7 @@ import { ImportModule } from './import/import.module';
 import { EnrichmentModule } from './enrichment/enrichment.module';
 import { ContractsModule } from './contracts/contracts.module';
 import { GraphModule } from './graph/graph.module';
+import { DealTypesModule } from './deal-types/deal-types.module';
 
 @Module({
   imports: [
@@ -55,6 +56,7 @@ import { GraphModule } from './graph/graph.module';
     EnrichmentModule,
     ContractsModule,
     GraphModule,
+    DealTypesModule,
   ],
   providers: [
     {

packages/crm-service/src/deal-types/deal-types.controller.ts

@@ -0,0 +1,89 @@
+import {
+  Controller,
+  Get,
+  Post,
+  Patch,
+  Delete,
+  Body,
+  Param,
+  ParseUUIDPipe,
+  HttpCode,
+  HttpStatus,
+  UseGuards,
+} from '@nestjs/common';
+import {
+  ApiTags,
+  ApiOperation,
+  ApiBearerAuth,
+  ApiParam,
+} from '@nestjs/swagger';
+import { DealTypesService } from './deal-types.service';
+import { CreateDealTypeDto } from './dto/create-deal-type.dto';
+import { UpdateDealTypeDto } from './dto/update-deal-type.dto';
+import { CurrentUser, JwtPayload } from '../common/decorators';
+import { TenantGuard } from '../auth/guards/tenant.guard';
+import { singleResponse } from '../common/dto/pagination.dto';
+
+@ApiTags('DealTypes')
+@ApiBearerAuth('access-token')
+@UseGuards(TenantGuard)
+@Controller('deal-types')
+export class DealTypesController {
+  constructor(private readonly dealTypesService: DealTypesService) {}
+
+  @Post()
+  @HttpCode(HttpStatus.CREATED)
+  @ApiOperation({ summary: 'Vorgangsart erstellen' })
+  async create(
+    @CurrentUser() user: JwtPayload,
+    @Body() dto: CreateDealTypeDto,
+  ) {
+    const dealType = await this.dealTypesService.create(user.tenantId!, dto);
+    return singleResponse(dealType);
+  }
+
+  @Get()
+  @ApiOperation({ summary: 'Alle Vorgangsarten auflisten' })
+  async findAll(@CurrentUser() user: JwtPayload) {
+    const dealTypes = await this.dealTypesService.findAll(user.tenantId!);
+    return { data: dealTypes };
+  }
+
+  @Get(':id')
+  @ApiOperation({ summary: 'Vorgangsart abrufen' })
+  @ApiParam({ name: 'id', type: 'string', format: 'uuid' })
+  async findOne(
+    @CurrentUser() user: JwtPayload,
+    @Param('id', ParseUUIDPipe) id: string,
+  ) {
+    const dealType = await this.dealTypesService.findOne(user.tenantId!, id);
+    return singleResponse(dealType);
+  }
+
+  @Patch(':id')
+  @ApiOperation({ summary: 'Vorgangsart aktualisieren' })
+  @ApiParam({ name: 'id', type: 'string', format: 'uuid' })
+  async update(
+    @CurrentUser() user: JwtPayload,
+    @Param('id', ParseUUIDPipe) id: string,
+    @Body() dto: UpdateDealTypeDto,
+  ) {
+    const dealType = await this.dealTypesService.update(
+      user.tenantId!,
+      id,
+      dto,
+    );
+    return singleResponse(dealType);
+  }
+
+  @Delete(':id')
+  @ApiOperation({ summary: 'Vorgangsart loeschen' })
+  @ApiParam({ name: 'id', type: 'string', format: 'uuid' })
+  async remove(
+    @CurrentUser() user: JwtPayload,
+    @Param('id', ParseUUIDPipe) id: string,
+  ) {
+    const dealType = await this.dealTypesService.remove(user.tenantId!, id);
+    return singleResponse(dealType);
+  }
+}

packages/crm-service/src/deal-types/deal-types.module.ts

@@ -0,0 +1,10 @@
+import { Module } from '@nestjs/common';
+import { DealTypesController } from './deal-types.controller';
+import { DealTypesService } from './deal-types.service';
+
+@Module({
+  controllers: [DealTypesController],
+  providers: [DealTypesService],
+  exports: [DealTypesService],
+})
+export class DealTypesModule {}

packages/crm-service/src/deal-types/deal-types.service.ts

@@ -0,0 +1,93 @@
+import {
+  Injectable,
+  NotFoundException,
+  ConflictException,
+} from '@nestjs/common';
+import { CrmPrismaService } from '../prisma/crm-prisma.service';
+import { CreateDealTypeDto } from './dto/create-deal-type.dto';
+import { UpdateDealTypeDto } from './dto/update-deal-type.dto';
+
+@Injectable()
+export class DealTypesService {
+  constructor(private readonly prisma: CrmPrismaService) {}
+
+  async create(tenantId: string, dto: CreateDealTypeDto) {
+    const existing = await this.prisma.dealType.findUnique({
+      where: { tenantId_name: { tenantId, name: dto.name } },
+    });
+    if (existing) {
+      throw new ConflictException(
+        `Vorgangsart "${dto.name}" existiert bereits`,
+      );
+    }
+
+    return this.prisma.dealType.create({
+      data: {
+        tenantId,
+        name: dto.name,
+        color: dto.color ?? '#6B7280',
+        sortOrder: dto.sortOrder ?? 0,
+      },
+    });
+  }
+
+  async findAll(tenantId: string) {
+    return this.prisma.dealType.findMany({
+      where: { tenantId },
+      orderBy: [{ sortOrder: 'asc' }, { name: 'asc' }],
+      include: {
+        _count: { select: { deals: true } },
+      },
+    });
+  }
+
+  async findOne(tenantId: string, id: string) {
+    const dealType = await this.prisma.dealType.findFirst({
+      where: { id, tenantId },
+      include: {
+        _count: { select: { deals: true } },
+      },
+    });
+
+    if (!dealType) {
+      throw new NotFoundException('Vorgangsart nicht gefunden');
+    }
+
+    return dealType;
+  }
+
+  async update(tenantId: string, id: string, dto: UpdateDealTypeDto) {
+    await this.findOne(tenantId, id);
+
+    if (dto.name) {
+      const existing = await this.prisma.dealType.findFirst({
+        where: { tenantId, name: dto.name, NOT: { id } },
+      });
+      if (existing) {
+        throw new ConflictException(
+          `Vorgangsart "${dto.name}" existiert bereits`,
+        );
+      }
+    }
+
+    return this.prisma.dealType.update({
+      where: { id },
+      data: dto,
+      include: {
+        _count: { select: { deals: true } },
+      },
+    });
+  }
+
+  async remove(tenantId: string, id: string) {
+    const dealType = await this.findOne(tenantId, id);
+
+    if (dealType._count.deals > 0) {
+      throw new ConflictException(
+        `Vorgangsart kann nicht geloescht werden — ${dealType._count.deals} Vorgang/Vorgaenge zugeordnet`,
+      );
+    }
+
+    return this.prisma.dealType.delete({ where: { id } });
+  }
+}

packages/crm-service/src/deal-types/dto/create-deal-type.dto.ts

@@ -0,0 +1,35 @@
+import {
+  IsString,
+  IsOptional,
+  IsInt,
+  MaxLength,
+  Matches,
+  Min,
+} from 'class-validator';
+import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
+
+export class CreateDealTypeDto {
+  @ApiProperty({ maxLength: 100, description: 'Name der Vorgangsart' })
+  @IsString()
+  @MaxLength(100)
+  name!: string;
+
+  @ApiPropertyOptional({
+    maxLength: 7,
+    default: '#6B7280',
+    description: 'Hex-Farbcode (z.B. #3B82F6)',
+  })
+  @IsOptional()
+  @IsString()
+  @MaxLength(7)
+  @Matches(/^#[0-9A-Fa-f]{6}$/, {
+    message: 'color muss ein gueltiger Hex-Farbcode sein (z.B. #3B82F6)',
+  })
+  color?: string;
+
+  @ApiPropertyOptional({ default: 0, description: 'Sortierreihenfolge' })
+  @IsOptional()
+  @IsInt()
+  @Min(0)
+  sortOrder?: number;
+}

packages/crm-service/src/deal-types/dto/update-deal-type.dto.ts

@@ -0,0 +1,32 @@
+import {
+  IsString,
+  IsOptional,
+  IsInt,
+  MaxLength,
+  Matches,
+  Min,
+} from 'class-validator';
+import { ApiPropertyOptional } from '@nestjs/swagger';
+
+export class UpdateDealTypeDto {
+  @ApiPropertyOptional({ maxLength: 100 })
+  @IsOptional()
+  @IsString()
+  @MaxLength(100)
+  name?: string;
+
+  @ApiPropertyOptional({ maxLength: 7 })
+  @IsOptional()
+  @IsString()
+  @MaxLength(7)
+  @Matches(/^#[0-9A-Fa-f]{6}$/, {
+    message: 'color muss ein gueltiger Hex-Farbcode sein (z.B. #3B82F6)',
+  })
+  color?: string;
+
+  @ApiPropertyOptional()
+  @IsOptional()
+  @IsInt()
+  @Min(0)
+  sortOrder?: number;
+}

packages/crm-service/src/deals/deals.service.ts

@@ -74,6 +74,7 @@ export class DealsService {
         notes: dto.notes,
         lostReason: dto.lostReason,
         lostReasonText: dto.lostReasonText,
+        dealTypeId: dto.dealTypeId,
         createdBy: userId,
         owners: {
           create: { tenantId, userId, role: 'OWNER' },

packages/crm-service/src/deals/dto/create-deal.dto.ts

@@ -84,4 +84,9 @@ export class CreateDealDto {
   @IsOptional()
   @IsString()
   lostReasonText?: string;
+
+  @ApiPropertyOptional({ format: 'uuid', description: 'Vorgangsart (konfigurierbar)' })
+  @IsOptional()
+  @IsUUID()
+  dealTypeId?: string;
 }

packages/frontend/src/crm/api.ts

@@ -36,6 +36,9 @@ import type {
   RelationshipType,
   CreateRelationshipTypePayload,
   UpdateRelationshipTypePayload,
+  DealType,
+  CreateDealTypePayload,
+  UpdateDealTypePayload,
   CompanyRelationship,
   CreateCompanyRelationshipPayload,
   TenantUser,
@@ -392,6 +395,32 @@ export const relationshipTypesApi = {
       .then((r) => r.data),
 };
 
+// --- Deal Types ---
+
+export const dealTypesApi = {
+  list: () =>
+    api
+      .get<{ success: boolean; data: DealType[]; meta: { timestamp: string } }>(
+        '/crm/deal-types',
+      )
+      .then((r) => r.data),
+
+  create: (data: CreateDealTypePayload) =>
+    api
+      .post<SingleResponse<DealType>>('/crm/deal-types', data)
+      .then((r) => r.data),
+
+  update: (id: string, data: UpdateDealTypePayload) =>
+    api
+      .patch<SingleResponse<DealType>>(`/crm/deal-types/${id}`, data)
+      .then((r) => r.data),
+
+  delete: (id: string) =>
+    api
+      .delete<SingleResponse<DealType>>(`/crm/deal-types/${id}`)
+      .then((r) => r.data),
+};
+
 // --- Company Relationships ---
 
 export const companyRelationshipsApi = {

packages/frontend/src/crm/deals/DealFormModal.tsx

@@ -1,6 +1,6 @@
 import { useState, useEffect, useRef, useCallback } from 'react';
 import { Modal } from '../../components/Modal';
-import { useCreateDeal, useUpdateDeal, usePipelines, useSetCustomFieldValues } from '../hooks';
+import { useCreateDeal, useUpdateDeal, usePipelines, useDealTypes, useSetCustomFieldValues } from '../hooks';
 import { contactsApi, companiesApi } from '../api';
 import { CustomFieldsForm } from '../CustomFieldsForm';
 import type { Deal, DealStatus, LostReason, Contact, Company, CustomFieldValue } from '../types';
@@ -68,6 +68,8 @@ export function DealFormModal({
 
   const { data: pipelinesData } = usePipelines();
   const pipelines = pipelinesData?.data ?? [];
+  const { data: dealTypesData } = useDealTypes();
+  const dealTypes = dealTypesData?.data ?? [];
 
   const [error, setError] = useState('');
   const [title, setTitle] = useState('');
@@ -80,6 +82,7 @@ export function DealFormModal({
   const [notes, setNotes] = useState('');
   const [lostReason, setLostReason] = useState<LostReason | ''>('');
   const [lostReasonText, setLostReasonText] = useState('');
+  const [dealTypeId, setDealTypeId] = useState('');
 
   // Kontakt-Suche
   const [contactSearch, setContactSearch] = useState('');
@@ -195,6 +198,7 @@ export function DealFormModal({
         setNotes(deal.notes ?? '');
         setLostReason((deal.lostReason as LostReason) ?? '');
         setLostReasonText(deal.lostReasonText ?? '');
+        setDealTypeId(deal.dealTypeId ?? '');
         if (deal.contact) {
           const { id, firstName, lastName, companyName } = deal.contact;
           const name =
@@ -225,6 +229,7 @@ export function DealFormModal({
         setNotes('');
         setLostReason('');
         setLostReasonText('');
+        setDealTypeId('');
         setSelectedContact(null);
         setContactSearch('');
         setSelectedCompany(null);
@@ -278,6 +283,7 @@ export function DealFormModal({
       ...(notes ? { notes } : {}),
       ...(status === 'LOST' && lostReason ? { lostReason } : {}),
       ...(status === 'LOST' && lostReasonText ? { lostReasonText } : {}),
+      ...(dealTypeId ? { dealTypeId } : {}),
     };
 
     const saveCustomFields = (entityId: string) => {
@@ -360,6 +366,27 @@ export function DealFormModal({
           />
         </div>
 
+        {/* Pipeline leer – Hinweis */}
+        {pipelines.length === 0 && (
+          <div
+            style={{
+              padding: '0.75rem',
+              background: 'var(--color-warning-bg, #fffbeb)',
+              border: '1px solid var(--color-warning-border, #fde68a)',
+              borderRadius: 'var(--radius-sm)',
+              color: 'var(--color-warning, #92400e)',
+              fontSize: '0.875rem',
+              marginBottom: '1rem',
+            }}
+          >
+            ⚠️ Keine Pipelines vorhanden. Bitte zuerst unter{' '}
+            <a href="/crm/settings" style={{ color: 'inherit', fontWeight: 600 }}>
+              CRM&nbsp;Einstellungen&nbsp;→&nbsp;Pipelines
+            </a>{' '}
+            eine Pipeline anlegen.
+          </div>
+        )}
+
         {/* Pipeline + Stage */}
         <div style={{ ...rowStyle, marginBottom: '1rem' }}>
           <div>
@@ -398,6 +425,31 @@ export function DealFormModal({
           </div>
         </div>
 
+        {/* Vorgangsart */}
+        <div style={{ marginBottom: '1rem' }}>
+          <label style={labelStyle}>Vorgangsart</label>
+          <select
+            value={dealTypeId}
+            onChange={(e) => setDealTypeId(e.target.value)}
+            style={{ ...inputStyle, cursor: 'pointer' }}
+          >
+            <option value="">— Keine —</option>
+            {dealTypes.map((dt) => (
+              <option key={dt.id} value={dt.id}>
+                {dt.name}
+              </option>
+            ))}
+          </select>
+          {dealTypes.length === 0 && (
+            <p style={{ fontSize: '0.8125rem', color: 'var(--color-text-muted)', marginTop: '0.25rem' }}>
+              Keine Vorgangsarten konfiguriert.{' '}
+              <a href="/crm/settings" style={{ color: 'var(--color-primary)' }}>
+                In CRM Einstellungen anlegen
+              </a>
+            </p>
+          )}
+        </div>
+
         {/* Kontakt-Suche */}
         <div style={{ marginBottom: '1rem', position: 'relative' }} ref={contactRef}>
           <label style={labelStyle}>Kontakt</label>

packages/frontend/src/crm/hooks.ts

@@ -27,6 +27,7 @@ import {
   integrationsApi,
   graphApi,
   office365Api,
+  dealTypesApi,
 } from './api';
 import type {
   ContactsQueryParams,
@@ -51,6 +52,8 @@ import type {
   UpdateAccountTypePayload,
   CreateRelationshipTypePayload,
   UpdateRelationshipTypePayload,
+  CreateDealTypePayload,
+  UpdateDealTypePayload,
   CreateCompanyRelationshipPayload,
   LexwareContactSearchParams,
   LexwareVouchersQueryParams,
@@ -117,6 +120,10 @@ export const crmKeys = {
     all: ['crm', 'relationshipTypes'] as const,
     list: () => ['crm', 'relationshipTypes', 'list'] as const,
   },
+  dealTypes: {
+    all: ['crm', 'dealTypes'] as const,
+    list: () => ['crm', 'dealTypes', 'list'] as const,
+  },
   companyRelationships: {
     all: ['crm', 'companyRelationships'] as const,
     list: (companyId: string) =>
@@ -639,6 +646,49 @@ export function useDeleteRelationshipType() {
   });
 }
 
+// ============================================================
+//  Deal Types (Vorgangsart)
+// ============================================================
+
+export function useDealTypes() {
+  return useQuery({
+    queryKey: crmKeys.dealTypes.list(),
+    queryFn: () => dealTypesApi.list(),
+    staleTime: 10 * 60 * 1000,
+  });
+}
+
+export function useCreateDealType() {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: (data: CreateDealTypePayload) => dealTypesApi.create(data),
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: crmKeys.dealTypes.all });
+    },
+  });
+}
+
+export function useUpdateDealType() {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: ({ id, data }: { id: string; data: UpdateDealTypePayload }) =>
+      dealTypesApi.update(id, data),
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: crmKeys.dealTypes.all });
+    },
+  });
+}
+
+export function useDeleteDealType() {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: (id: string) => dealTypesApi.delete(id),
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: crmKeys.dealTypes.all });
+    },
+  });
+}
+
 // ============================================================
 //  Company Relationships
 // ============================================================

packages/frontend/src/crm/settings/CrmSettingsPage.tsx

@@ -18,6 +18,10 @@ import {
   useCreateRelationshipType,
   useUpdateRelationshipType,
   useDeleteRelationshipType,
+  useDealTypes,
+  useCreateDealType,
+  useUpdateDealType,
+  useDeleteDealType,
   useCustomFieldDefs,
   useCreateCustomFieldDef,
   useUpdateCustomFieldDef,
@@ -29,6 +33,7 @@ import type {
   Industry,
   AccountType,
   RelationshipType,
+  DealType,
   CustomFieldDef,
   CustomFieldEntityType,
   CustomFieldType,
@@ -688,6 +693,246 @@ function RelationshipTypesConfig() {
   );
 }
 
+// ============================================================
+//  DealTypesConfig (Vorgangsart)
+// ============================================================
+
+function DealTypesConfig() {
+  const { data } = useDealTypes();
+  const createMut = useCreateDealType();
+  const updateMut = useUpdateDealType();
+  const deleteMut = useDeleteDealType();
+
+  const items: DealType[] = data?.data ?? [];
+
+  const [editId, setEditId] = useState<string | null>(null);
+  const [addMode, setAddMode] = useState(false);
+  const [name, setName] = useState('');
+  const [color, setColor] = useState('#6B7280');
+
+  const startAdd = useCallback(() => {
+    setEditId(null);
+    setName('');
+    setColor('#6B7280');
+    setAddMode(true);
+  }, []);
+
+  const startEdit = useCallback((item: DealType) => {
+    setAddMode(false);
+    setEditId(item.id);
+    setName(item.name);
+    setColor(item.color);
+  }, []);
+
+  const cancel = useCallback(() => {
+    setEditId(null);
+    setAddMode(false);
+    setName('');
+    setColor('#6B7280');
+  }, []);
+
+  const handleSave = useCallback(() => {
+    if (!name.trim()) return;
+    if (addMode) {
+      createMut.mutate(
+        { name: name.trim(), color },
+        { onSuccess: cancel },
+      );
+    } else if (editId) {
+      updateMut.mutate(
+        { id: editId, data: { name: name.trim(), color } },
+        { onSuccess: cancel },
+      );
+    }
+  }, [addMode, editId, name, color, createMut, updateMut, cancel]);
+
+  const handleDelete = useCallback(
+    (id: string) => {
+      if (window.confirm('Vorgangsart wirklich löschen?')) {
+        deleteMut.mutate(id);
+      }
+    },
+    [deleteMut],
+  );
+
+  const handleSort = useCallback(
+    (item: DealType, direction: 'up' | 'down') => {
+      const newOrder =
+        direction === 'up'
+          ? Math.max(0, item.sortOrder - 1)
+          : item.sortOrder + 1;
+      updateMut.mutate({ id: item.id, data: { sortOrder: newOrder } });
+    },
+    [updateMut],
+  );
+
+  const isSaving = createMut.isPending || updateMut.isPending;
+
+  return (
+    <div className={styles.card}>
+      <div className={styles.configHeader}>
+        <div>
+          <h2 className={styles.cardTitle}>Vorgangsarten</h2>
+          <p className={styles.cardDesc} style={{ marginBottom: 0 }}>
+            Kategorien für Vorgänge (z.B. Neukunde, Nachkauf, Partneranfrage). Farben werden als Badge angezeigt.
+          </p>
+        </div>
+        <button className={styles.addBtn} onClick={startAdd} disabled={addMode}>
+          <PlusIcon /> Hinzufügen
+        </button>
+      </div>
+
+      <table className={styles.configTable}>
+        <thead>
+          <tr>
+            <th style={{ width: 40 }}>#</th>
+            <th>Name</th>
+            <th style={{ width: 60 }}>Farbe</th>
+            <th style={{ width: 100, textAlign: 'right' }}>Aktionen</th>
+          </tr>
+        </thead>
+        <tbody>
+          {addMode && (
+            <tr>
+              <td>—</td>
+              <td>
+                <div className={styles.inlineForm}>
+                  <input
+                    className={styles.inlineInput}
+                    style={{ flex: 1 }}
+                    value={name}
+                    onChange={(e) => setName(e.target.value)}
+                    placeholder="Vorgangsart-Name"
+                    autoFocus
+                    onKeyDown={(e) => {
+                      if (e.key === 'Enter') handleSave();
+                      if (e.key === 'Escape') cancel();
+                    }}
+                  />
+                </div>
+              </td>
+              <td>
+                <input
+                  type="color"
+                  className={styles.colorInput}
+                  value={color}
+                  onChange={(e) => setColor(e.target.value)}
+                />
+              </td>
+              <td>
+                <div className={styles.actionsCell}>
+                  <button className={styles.saveBtn} onClick={handleSave} disabled={!name.trim() || isSaving}>
+                    Speichern
+                  </button>
+                  <button className={styles.cancelBtn} onClick={cancel}>
+                    Abbrechen
+                  </button>
+                </div>
+              </td>
+            </tr>
+          )}
+          {items.length === 0 && !addMode && (
+            <tr>
+              <td colSpan={4} className={styles.emptyRow}>
+                Noch keine Vorgangsarten definiert
+              </td>
+            </tr>
+          )}
+          {items.map((item, idx) =>
+            editId === item.id ? (
+              <tr key={item.id}>
+                <td>{idx + 1}</td>
+                <td>
+                  <div className={styles.inlineForm}>
+                    <input
+                      className={styles.inlineInput}
+                      style={{ flex: 1 }}
+                      value={name}
+                      onChange={(e) => setName(e.target.value)}
+                      autoFocus
+                      onKeyDown={(e) => {
+                        if (e.key === 'Enter') handleSave();
+                        if (e.key === 'Escape') cancel();
+                      }}
+                    />
+                  </div>
+                </td>
+                <td>
+                  <input
+                    type="color"
+                    className={styles.colorInput}
+                    value={color}
+                    onChange={(e) => setColor(e.target.value)}
+                  />
+                </td>
+                <td>
+                  <div className={styles.actionsCell}>
+                    <button className={styles.saveBtn} onClick={handleSave} disabled={!name.trim() || isSaving}>
+                      Speichern
+                    </button>
+                    <button className={styles.cancelBtn} onClick={cancel}>
+                      Abbrechen
+                    </button>
+                  </div>
+                </td>
+              </tr>
+            ) : (
+              <tr key={item.id}>
+                <td>
+                  <div className={styles.sortBtns}>
+                    <button
+                      className={styles.sortBtn}
+                      onClick={() => handleSort(item, 'up')}
+                      disabled={idx === 0}
+                      title="Nach oben"
+                    >
+                      <ArrowUpIcon />
+                    </button>
+                    <button
+                      className={styles.sortBtn}
+                      onClick={() => handleSort(item, 'down')}
+                      disabled={idx === items.length - 1}
+                      title="Nach unten"
+                    >
+                      <ArrowDownIcon />
+                    </button>
+                  </div>
+                </td>
+                <td>{item.name}</td>
+                <td>
+                  <span
+                    className={styles.colorDot}
+                    style={{ backgroundColor: item.color }}
+                    title={item.color}
+                  />
+                </td>
+                <td>
+                  <div className={styles.actionsCell}>
+                    <button
+                      className={styles.iconBtn}
+                      onClick={() => startEdit(item)}
+                      title="Bearbeiten"
+                    >
+                      <PencilIcon />
+                    </button>
+                    <button
+                      className={`${styles.iconBtn} ${styles.iconBtnDanger}`}
+                      onClick={() => handleDelete(item.id)}
+                      title="Löschen"
+                    >
+                      <TrashIcon />
+                    </button>
+                  </div>
+                </td>
+              </tr>
+            ),
+          )}
+        </tbody>
+      </table>
+    </div>
+  );
+}
+
 // ============================================================
 //  CustomFieldsConfig (Phase 2.1)
 // ============================================================
@@ -1640,6 +1885,7 @@ export function CrmSettingsPage() {
       {/* Tab: Weitere Einstellungen */}
       {activeTab === 'settings' && (
         <>
+          <DealTypesConfig />
           <IndustriesConfig />
           <AccountTypesConfig />
           <RelationshipTypesConfig />

packages/frontend/src/crm/types.ts

@@ -147,6 +147,25 @@ export interface RelationshipType {
   _count?: { relationships: number };
 }
 
+export interface DealType {
+  id: string;
+  tenantId: string;
+  name: string;
+  color: string;
+  sortOrder: number;
+  createdAt: string;
+  updatedAt: string;
+  _count?: { deals: number };
+}
+
+export interface CreateDealTypePayload {
+  name: string;
+  color?: string;
+  sortOrder?: number;
+}
+
+export type UpdateDealTypePayload = Partial<CreateDealTypePayload>;
+
 export interface CompanyRelationship {
   id: string;
   tenantId: string;
@@ -437,6 +456,7 @@ export interface Deal {
   status: DealStatus;
   expectedCloseDate: string | null;
   closedAt: string | null;
+  dealTypeId: string | null;
   lostReason: LostReason | null;
   lostReasonText: string | null;
   notes: string | null;
@@ -448,6 +468,7 @@ export interface Deal {
   customFields?: CustomFieldValue[];
   pipeline?: { id: string; name: string; stages?: PipelineStage[] };
   stage?: { id: string; name: string; color: string };
+  dealType?: { id: string; name: string; color: string } | null;
   contact?: {
     id: string;
     firstName: string | null;
@@ -471,6 +492,7 @@ export interface CreateDealPayload {
   notes?: string;
   lostReason?: LostReason;
   lostReasonText?: string;
+  dealTypeId?: string;
 }
 
 export type UpdateDealPayload = Partial<CreateDealPayload>;