TeamVis Self-Host-Bundle v0.31.0

2026-06-25 16:38:31 +02:00
commit 717325742d
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+-- Lead-Inbox: card_leads zum CRM-Lite ausbauen.
+-- ====================================================================
+-- Bisher waren Leads reine Eingangs-Eintraege ohne Bearbeitungsstatus.
+-- Damit MA ihre eingehenden Leads strukturiert abarbeiten koennen
+-- (Messen, Lead-Capture-Formulare, gescannte Visitenkarten):
+--
+--   - lead_status: workflow-state (new/contacted/in_progress/...)
+--   - notes: freier Notiztext (z.B. "trifft mich naechste Woche an")
+--   - tags: Kategorien (z.B. "messe-2026", "key-account")
+--   - follow_up_at: Wiedervorlage-Zeitpunkt
+--   - source_kind: woher kommt der Lead (form/reception/scan/manual)
+--     ergaenzt die bestehende source_url
+
+alter table public.card_leads
+  add column if not exists lead_status text not null default 'new'
+    check (lead_status in ('new', 'contacted', 'in_progress', 'converted', 'dismissed')),
+  add column if not exists notes text,
+  add column if not exists tags text[] not null default '{}',
+  add column if not exists follow_up_at timestamptz,
+  add column if not exists source_kind text not null default 'form'
+    check (source_kind in ('form', 'reception', 'scan', 'manual'));
+
+-- Index fuer "meine offenen Leads" + "Wiedervorlagen heute".
+create index if not exists card_leads_employee_status_idx
+  on public.card_leads (employee_id, lead_status, created_at desc);
+create index if not exists card_leads_follow_up_idx
+  on public.card_leads (follow_up_at)
+  where follow_up_at is not null and lead_status not in ('converted', 'dismissed');