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0ed1e77844
- Backend: new CRUD services/controllers for Industries, AccountTypes, RelationshipTypes, CompanyRelationships with Prisma schema migration - Frontend: new hooks, API functions, and types for all config entities - CompanyDetailPage redesign with ActivityFeed, RelationshipsCard - CompanyFormModal extended with industry, account type, owner fields - Activities service now supports companyId filter + includeContacts Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
508 lines
17 KiB
Text
508 lines
17 KiB
Text
// ============================================================
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// INSIGHT CRM Service - Prisma Schema
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// ============================================================
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// Eigenes Schema im PostgreSQL-Schema 'app_crm'
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// Eigener Prisma-Client-Output (kein Konflikt mit Core)
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// ============================================================
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generator client {
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provider = "prisma-client-js"
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output = "../node_modules/.prisma/crm-client"
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}
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datasource db {
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provider = "postgresql"
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url = env("DATABASE_URL")
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directUrl = env("DATABASE_URL_DIRECT")
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schemas = ["app_crm"]
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}
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// --------------------------------------------------------
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// Industry - Branche (admin-konfigurierbar pro Tenant)
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// --------------------------------------------------------
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model Industry {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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name String @db.VarChar(100)
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color String @default("#6B7280") @db.VarChar(7)
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sortOrder Int @default(0) @map("sort_order")
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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companies Company[]
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@@unique([tenantId, name])
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@@index([tenantId])
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@@map("industries")
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// AccountType - Kontotyp (admin-konfigurierbar pro Tenant)
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// --------------------------------------------------------
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model AccountType {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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name String @db.VarChar(100)
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sortOrder Int @default(0) @map("sort_order")
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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companies Company[]
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@@unique([tenantId, name])
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@@index([tenantId])
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@@map("account_types")
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// RelationshipType - Beziehungstyp (admin-konfigurierbar)
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// --------------------------------------------------------
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model RelationshipType {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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name String @db.VarChar(100)
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sortOrder Int @default(0) @map("sort_order")
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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relationships CompanyRelationship[]
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@@unique([tenantId, name])
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@@index([tenantId])
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@@map("relationship_types")
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// Company - Unternehmen (uebergeordnete Entity)
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// --------------------------------------------------------
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model Company {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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name String @db.VarChar(200)
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industry String? @db.VarChar(100)
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// Admin-konfigurierbare Felder
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industryId String? @map("industry_id") @db.Uuid
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accountTypeId String? @map("account_type_id") @db.Uuid
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ownerId String? @map("owner_id") @db.Uuid
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ownerName String? @map("owner_name") @db.VarChar(200)
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// Kontaktdaten
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email String? @db.VarChar(255)
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phone String? @db.VarChar(50)
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website String? @db.VarChar(500)
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// Adresse
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street String? @db.VarChar(200)
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zip String? @db.VarChar(20)
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city String? @db.VarChar(100)
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state String? @db.VarChar(100)
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country String? @default("DE") @db.VarChar(2)
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// Zusaetzlich
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notes String? @db.Text
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tags String[] @default([])
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isActive Boolean @default(true) @map("is_active")
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// Lexware Office Integration
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lexwareContactId String? @map("lexware_contact_id") @db.VarChar(36)
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lexwareContactVersion Int? @map("lexware_contact_version")
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lexwareSyncedAt DateTime? @map("lexware_synced_at")
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// Audit-Trail
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createdBy String @map("created_by") @db.Uuid
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updatedBy String? @map("updated_by") @db.Uuid
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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// Relationen
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industryRef Industry? @relation(fields: [industryId], references: [id], onDelete: SetNull)
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accountType AccountType? @relation(fields: [accountTypeId], references: [id], onDelete: SetNull)
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contacts Contact[]
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deals Deal[]
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activities Activity[]
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lexwareVouchers LexwareVoucher[]
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relationships CompanyRelationship[] @relation("companyRelationships")
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relatedRelationships CompanyRelationship[] @relation("relatedCompanyRelationships")
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contracts Contract[]
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@@unique([tenantId, lexwareContactId])
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@@index([tenantId])
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@@index([tenantId, name])
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@@index([tenantId, industry])
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@@index([tenantId, industryId])
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@@index([tenantId, accountTypeId])
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@@index([tenantId, isActive])
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@@map("companies")
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// Contact - CRM-Kontakte (Personen)
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// --------------------------------------------------------
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model Contact {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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type ContactType @default(PERSON)
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// Person
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firstName String? @map("first_name") @db.VarChar(100)
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lastName String? @map("last_name") @db.VarChar(100)
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// Unternehmenszuordnung
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companyId String? @map("company_id") @db.Uuid
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companyName String? @map("company_name") @db.VarChar(200)
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position String? @db.VarChar(200)
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// Kontaktdaten
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email String? @db.VarChar(255)
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phone String? @db.VarChar(50)
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mobile String? @db.VarChar(50)
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website String? @db.VarChar(500)
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// Adresse
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street String? @db.VarChar(200)
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zip String? @db.VarChar(20)
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city String? @db.VarChar(100)
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state String? @db.VarChar(100)
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country String? @default("DE") @db.VarChar(2)
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// Zusaetzlich
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notes String? @db.Text
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tags String[] @default([])
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isActive Boolean @default(true) @map("is_active")
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// Lexware Office Integration
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lexwareContactId String? @map("lexware_contact_id") @db.VarChar(36)
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lexwareContactVersion Int? @map("lexware_contact_version")
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lexwareSyncedAt DateTime? @map("lexware_synced_at")
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// Audit-Trail (User-IDs aus platform_core)
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createdBy String @map("created_by") @db.Uuid
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updatedBy String? @map("updated_by") @db.Uuid
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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// Relationen
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company Company? @relation(fields: [companyId], references: [id], onDelete: SetNull)
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activities Activity[]
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deals Deal[]
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lexwareVouchers LexwareVoucher[]
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@@unique([tenantId, lexwareContactId])
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@@index([tenantId])
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@@index([tenantId, email])
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@@index([tenantId, companyId])
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@@index([tenantId, companyName])
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@@index([tenantId, lastName, firstName])
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@@index([tenantId, isActive])
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@@map("contacts")
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@@schema("app_crm")
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}
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enum ContactType {
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PERSON
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ORGANIZATION
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// Activity - CRM-Aktivitaeten (Notizen, Anrufe, E-Mails)
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// --------------------------------------------------------
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model Activity {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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contactId String? @map("contact_id") @db.Uuid
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companyId String? @map("company_id") @db.Uuid
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type ActivityType
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subject String @db.VarChar(500)
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description String? @db.Text
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// Terminierung
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scheduledAt DateTime? @map("scheduled_at")
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completedAt DateTime? @map("completed_at")
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// Audit-Trail
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createdBy String @map("created_by") @db.Uuid
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updatedBy String? @map("updated_by") @db.Uuid
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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// Relationen
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contact Contact? @relation(fields: [contactId], references: [id], onDelete: Cascade)
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company Company? @relation(fields: [companyId], references: [id], onDelete: Cascade)
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@@index([tenantId])
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@@index([tenantId, contactId])
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@@index([tenantId, companyId])
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@@index([tenantId, type])
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@@index([tenantId, scheduledAt])
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@@map("activities")
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@@schema("app_crm")
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}
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enum ActivityType {
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NOTE
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CALL
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EMAIL
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MEETING
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TASK
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// CompanyRelationship - Beziehungen zwischen Unternehmen (N:M)
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// --------------------------------------------------------
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model CompanyRelationship {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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companyId String @map("company_id") @db.Uuid
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relatedCompanyId String @map("related_company_id") @db.Uuid
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relationshipTypeId String @map("relationship_type_id") @db.Uuid
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notes String? @db.Text
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createdBy String @map("created_by") @db.Uuid
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createdAt DateTime @default(now()) @map("created_at")
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// Relationen
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company Company @relation("companyRelationships", fields: [companyId], references: [id], onDelete: Cascade)
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relatedCompany Company @relation("relatedCompanyRelationships", fields: [relatedCompanyId], references: [id], onDelete: Cascade)
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relationshipType RelationshipType @relation(fields: [relationshipTypeId], references: [id], onDelete: Restrict)
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@@unique([companyId, relatedCompanyId, relationshipTypeId])
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@@index([tenantId])
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@@index([tenantId, companyId])
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@@index([tenantId, relatedCompanyId])
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@@map("company_relationships")
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// Contract - Vertraege (Platzhalter fuer zukuenftiges Modul)
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// --------------------------------------------------------
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model Contract {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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companyId String @map("company_id") @db.Uuid
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title String @db.VarChar(255)
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status ContractStatus @default(DRAFT)
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startDate DateTime? @map("start_date")
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endDate DateTime? @map("end_date")
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value Decimal? @db.Decimal(15, 2)
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currency String @default("EUR") @db.VarChar(3)
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notes String? @db.Text
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createdBy String @map("created_by") @db.Uuid
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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// Relationen
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company Company @relation(fields: [companyId], references: [id], onDelete: Cascade)
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@@index([tenantId, companyId])
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@@map("contracts")
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@@schema("app_crm")
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}
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enum ContractStatus {
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DRAFT
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ACTIVE
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EXPIRED
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CANCELLED
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// Pipeline - Sales-Pipelines (konfigurierbar pro Tenant)
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// --------------------------------------------------------
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model Pipeline {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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name String @db.VarChar(200)
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isDefault Boolean @default(false) @map("is_default")
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isActive Boolean @default(true) @map("is_active")
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// Audit-Trail
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createdBy String @map("created_by") @db.Uuid
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updatedBy String? @map("updated_by") @db.Uuid
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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// Relationen
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stages PipelineStage[]
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deals Deal[]
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@@index([tenantId])
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@@index([tenantId, isActive])
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@@map("pipelines")
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// PipelineStage - Stufen einer Pipeline (z.B. Lead, Angebot)
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// --------------------------------------------------------
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model PipelineStage {
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id String @id @default(uuid()) @db.Uuid
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pipelineId String @map("pipeline_id") @db.Uuid
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name String @db.VarChar(200)
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sortOrder Int @default(0) @map("sort_order")
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color String @default("#6B7280") @db.VarChar(7)
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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// Relationen
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pipeline Pipeline @relation(fields: [pipelineId], references: [id], onDelete: Cascade)
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deals Deal[]
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@@index([pipelineId])
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@@index([pipelineId, sortOrder])
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@@map("pipeline_stages")
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// Deal - Verkaufschancen / Deals
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// --------------------------------------------------------
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model Deal {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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pipelineId String @map("pipeline_id") @db.Uuid
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stageId String @map("stage_id") @db.Uuid
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contactId String? @map("contact_id") @db.Uuid
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companyId String? @map("company_id") @db.Uuid
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title String @db.VarChar(500)
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value Decimal? @db.Decimal(15, 2)
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currency String @default("EUR") @db.VarChar(3)
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status DealStatus @default(OPEN)
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expectedCloseDate DateTime? @map("expected_close_date")
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closedAt DateTime? @map("closed_at")
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notes String? @db.Text
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// Audit-Trail
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createdBy String @map("created_by") @db.Uuid
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updatedBy String? @map("updated_by") @db.Uuid
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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// Relationen
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pipeline Pipeline @relation(fields: [pipelineId], references: [id], onDelete: Cascade)
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stage PipelineStage @relation(fields: [stageId], references: [id])
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contact Contact? @relation(fields: [contactId], references: [id], onDelete: SetNull)
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company Company? @relation(fields: [companyId], references: [id], onDelete: SetNull)
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dealVouchers DealVoucher[]
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@@index([tenantId])
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@@index([tenantId, pipelineId])
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@@index([tenantId, stageId])
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@@index([tenantId, contactId])
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@@index([tenantId, companyId])
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@@index([tenantId, status])
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@@map("deals")
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@@schema("app_crm")
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}
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enum DealStatus {
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OPEN
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WON
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LOST
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// Lexware Office Integration - Voucher Types
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// --------------------------------------------------------
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enum VoucherType {
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QUOTATION
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ORDER_CONFIRMATION
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INVOICE
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CREDIT_NOTE
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// LexwareVoucher - Gecachte Belege aus Lexware Office
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// --------------------------------------------------------
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model LexwareVoucher {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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lexwareVoucherId String @map("lexware_voucher_id") @db.VarChar(36)
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voucherType VoucherType @map("voucher_type")
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voucherNumber String? @map("voucher_number") @db.VarChar(100)
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voucherDate DateTime? @map("voucher_date")
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voucherStatus String? @map("voucher_status") @db.VarChar(50)
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totalGrossAmount Decimal? @map("total_gross_amount") @db.Decimal(15, 2)
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totalNetAmount Decimal? @map("total_net_amount") @db.Decimal(15, 2)
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totalTaxAmount Decimal? @map("total_tax_amount") @db.Decimal(15, 2)
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currency String @default("EUR") @db.VarChar(3)
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title String? @db.VarChar(500)
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lineItemsCount Int? @map("line_items_count")
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lineItemsJson String? @map("line_items_json") @db.Text
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// Verknuepfung zu Lexware-Kontakt und CRM-Entitaeten
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lexwareContactId String @map("lexware_contact_id") @db.VarChar(36)
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companyId String? @map("company_id") @db.Uuid
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contactId String? @map("contact_id") @db.Uuid
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lexwareDeepLink String? @map("lexware_deep_link") @db.VarChar(500)
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fetchedAt DateTime @default(now()) @map("fetched_at")
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createdAt DateTime @default(now()) @map("created_at")
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updatedAt DateTime @updatedAt @map("updated_at")
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// Relationen
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company Company? @relation(fields: [companyId], references: [id], onDelete: SetNull)
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contact Contact? @relation(fields: [contactId], references: [id], onDelete: SetNull)
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deals DealVoucher[]
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@@unique([tenantId, lexwareVoucherId])
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@@index([tenantId])
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@@index([tenantId, companyId])
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@@index([tenantId, contactId])
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@@index([tenantId, lexwareContactId])
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@@index([tenantId, voucherType])
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@@map("lexware_vouchers")
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@@schema("app_crm")
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}
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// --------------------------------------------------------
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// DealVoucher - Verknuepfung Deal <-> Lexware-Beleg (m:n)
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// --------------------------------------------------------
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model DealVoucher {
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id String @id @default(uuid()) @db.Uuid
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tenantId String @map("tenant_id") @db.Uuid
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dealId String @map("deal_id") @db.Uuid
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voucherId String @map("voucher_id") @db.Uuid
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linkedBy String @map("linked_by") @db.Uuid
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linkedAt DateTime @default(now()) @map("linked_at")
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// Relationen
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deal Deal @relation(fields: [dealId], references: [id], onDelete: Cascade)
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voucher LexwareVoucher @relation(fields: [voucherId], references: [id], onDelete: Cascade)
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@@unique([dealId, voucherId])
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@@index([tenantId])
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@@index([tenantId, dealId])
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@@index([tenantId, voucherId])
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@@map("deal_vouchers")
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@@schema("app_crm")
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}
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