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crm finish

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jason
2026-03-14 18:58:23 -05:00
parent c0cc546e33
commit df3f1412f6
16 changed files with 679 additions and 38 deletions
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11
server/prisma/migrations/20260314221500_crm_operational_metadata/migration.sql Normal file
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@@ -0,0 +1,11 @@
ALTER TABLE "Customer" ADD COLUMN "lifecycleStage" TEXT NOT NULL DEFAULT 'ACTIVE';
ALTER TABLE "Customer" ADD COLUMN "preferredAccount" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Customer" ADD COLUMN "strategicAccount" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Customer" ADD COLUMN "requiresApproval" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Customer" ADD COLUMN "blockedAccount" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Vendor" ADD COLUMN "lifecycleStage" TEXT NOT NULL DEFAULT 'ACTIVE';
ALTER TABLE "Vendor" ADD COLUMN "preferredAccount" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Vendor" ADD COLUMN "strategicAccount" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Vendor" ADD COLUMN "requiresApproval" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Vendor" ADD COLUMN "blockedAccount" BOOLEAN NOT NULL DEFAULT false;

10
server/prisma/schema.prisma
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@@ -113,6 +113,7 @@ model Customer {
postalCode String
country String
status String @default("ACTIVE")
lifecycleStage String @default("ACTIVE")
isReseller Boolean @default(false)
resellerDiscountPercent Float @default(0)
parentCustomerId String?
@@ -120,6 +121,10 @@ model Customer {
currencyCode String? @default("USD")
taxExempt Boolean @default(false)
creditHold Boolean @default(false)
preferredAccount Boolean @default(false)
strategicAccount Boolean @default(false)
requiresApproval Boolean @default(false)
blockedAccount Boolean @default(false)
notes String
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@ -141,10 +146,15 @@ model Vendor {
postalCode String
country String
status String @default("ACTIVE")
lifecycleStage String @default("ACTIVE")
paymentTerms String?
currencyCode String? @default("USD")
taxExempt Boolean @default(false)
creditHold Boolean @default(false)
preferredAccount Boolean @default(false)
strategicAccount Boolean @default(false)
requiresApproval Boolean @default(false)
blockedAccount Boolean @default(false)
notes String
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt