Integra módulo de CRM (leads/opportunities); corrige 2 bugs reais do agente

- Wire LeadsModule/OpportunitiesModule em app.module.ts; adiciona os exports correspondentes ao barrel @eden/database. Bugs reais encontrados e corrigidos antes do commit (não pegos pelo próprio agente porque ele não tinha o módulo de auth disponível no worktree dele para testar de verdade — só stubado e revertido): 1. Os controllers de Leads/Opportunities liam `req.user?.id`, mas nosso JwtAuthGuard real popula `request.edenUser`, nunca `request.user` — todo evento de auditoria de lead/oportunidade estaria gravando actorId: null sempre, perdendo a atribuição de quem fez a ação. Trocado para o padrão real (@CurrentUser() + EdenAuthenticatedUser). 2. As chamadas appendAuditEvent() nos dois services omitiam o campo obrigatório `actorType` — corrigido para "user" em todas as 6 ocorrências. Também corrigidos: import de guards/decorators via um barrel "../auth" inexistente (trocado pelos caminhos reais), e os dois módulos não importavam AuthModule (necessário para o Nest resolver as dependências do JwtAuthGuard via DI). Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-03 11:02:40 -03:00
parent c9ba96f61f a8f77e4068
commit f56c3c9054
16 changed files with 1036 additions and 0 deletions
--- a/packages/database/migrations/1788439012582_crm.cjs
+++ b/packages/database/migrations/1788439012582_crm.cjs
@@ -0,0 +1,93 @@
+/**
+ * CRM — Leads & Opportunities (Master Prompt §6.2 "CRM e Comercial").
+ *
+ * Greenfield for EDEN: the legacy OrçaFácil system (eden.md) has no CRM
+ * module — it starts directly at Quotes. This migration is driven entirely
+ * by the Master Prompt's requirements, not a port of legacy behavior.
+ *
+ * MVP scope: `leads` and `opportunities` with free-text `status`/`stage`
+ * columns (documented via COMMENT ON COLUMN, no CHECK constraint yet — a
+ * fully configurable pipeline is a future refinement, not this MVP).
+ *
+ * `leads.company_name` is a free-text prospect company name — it is
+ * deliberately NOT a foreign key to the `companies` table, which models
+ * issuing legal entities, not sales prospects.
+ *
+ * The `set_updated_at()` trigger function is created by the baseline
+ * schema migration (1788430575858_baseline-schema.cjs) — reused here, not
+ * redefined.
+ */
+
+exports.shorthands = undefined;
+
+exports.up = (pgm) => {
+  pgm.sql(`
+    -- =====================================================================
+    -- leads
+    -- =====================================================================
+    CREATE TABLE leads (
+      id             UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+      created_at     TIMESTAMPTZ NOT NULL DEFAULT now(),
+      updated_at     TIMESTAMPTZ NOT NULL DEFAULT now(),
+      created_by     UUID REFERENCES users(id),
+      source         TEXT,
+      contact_name   TEXT NOT NULL,
+      contact_email  TEXT,
+      contact_phone  TEXT,
+      company_name   TEXT,
+      status         TEXT NOT NULL DEFAULT 'new',
+      owner_id       UUID REFERENCES users(id),
+      notes          TEXT
+    );
+    COMMENT ON COLUMN leads.source IS
+      'Free-text origin/campaign (e.g. "indicação", "site", "feira X") — no fixed taxonomy in this MVP.';
+    COMMENT ON COLUMN leads.company_name IS
+      'Free-text prospect company name. Deliberately NOT a FK to companies — that table models issuing legal entities, not sales prospects.';
+    COMMENT ON COLUMN leads.status IS
+      'Plain TEXT, no CHECK constraint yet. Intended values: new, contacted, qualified, converted, discarded. converted is set only via POST /v1/leads/:id/convert.';
+    COMMENT ON COLUMN leads.owner_id IS 'Responsible salesperson.';
+
+    CREATE INDEX idx_leads_status ON leads(status);
+    CREATE INDEX idx_leads_owner ON leads(owner_id);
+
+    CREATE TRIGGER trg_leads_updated_at BEFORE UPDATE ON leads
+      FOR EACH ROW EXECUTE FUNCTION set_updated_at();
+
+    -- =====================================================================
+    -- opportunities
+    -- =====================================================================
+    CREATE TABLE opportunities (
+      id             UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+      created_at     TIMESTAMPTZ NOT NULL DEFAULT now(),
+      updated_at     TIMESTAMPTZ NOT NULL DEFAULT now(),
+      created_by     UUID REFERENCES users(id),
+      lead_id        UUID REFERENCES leads(id),
+      title          TEXT NOT NULL,
+      stage          TEXT NOT NULL DEFAULT 'prospecting',
+      probability    INTEGER CHECK (probability >= 0 AND probability <= 100),
+      owner_id       UUID REFERENCES users(id),
+      loss_reason    TEXT,
+      notes          TEXT
+    );
+    COMMENT ON COLUMN opportunities.lead_id IS
+      'Nullable — an opportunity can be created directly, not only converted from a lead.';
+    COMMENT ON COLUMN opportunities.stage IS
+      'Plain TEXT, no CHECK constraint yet. Intended values: prospecting, qualification, proposal, negotiation, won, lost. A fully configurable pipeline is a future refinement, not this MVP.';
+    COMMENT ON COLUMN opportunities.loss_reason IS
+      'Nullable — filled only when stage = ''lost''. Not enforced by a DB constraint in this MVP.';
+    COMMENT ON COLUMN opportunities.owner_id IS 'Responsible salesperson.';
+
+    CREATE INDEX idx_opportunities_stage ON opportunities(stage);
+    CREATE INDEX idx_opportunities_owner ON opportunities(owner_id);
+
+    CREATE TRIGGER trg_opportunities_updated_at BEFORE UPDATE ON opportunities
+      FOR EACH ROW EXECUTE FUNCTION set_updated_at();
+  `);
+};
+
+exports.down = (pgm) => {
+  pgm.sql(`
+    DROP TABLE IF EXISTS opportunities;
+    DROP TABLE IF EXISTS leads;
+  `);
+};
--- a/packages/database/src/index.ts
+++ b/packages/database/src/index.ts
@@ -6,7 +6,34 @@ export * as auditRepo from "./repositories/audit.js";
 export * as companiesRepo from "./repositories/companies.js";
 export * as productsRepo from "./repositories/products.js";
 export * as resellersRepo from "./repositories/resellers.js";
+export {
+  listLeads,
+  getLead,
+  createLead,
+  updateLead,
+  convertLeadToOpportunity,
+} from "./repositories/leads.js";
+export {
+  listOpportunities,
+  getOpportunity,
+  createOpportunity,
+  updateOpportunity,
+} from "./repositories/opportunities.js";
 export type * from "./repositories/types.js";
 export type { Company } from "./repositories/companies.js";
 export type { Product, CreateProductInput, UpdateProductInput } from "./repositories/products.js";
 export type { Reseller, CreateResellerInput, UpdateResellerInput } from "./repositories/resellers.js";
+export type {
+  Lead,
+  ListLeadsFilter,
+  CreateLeadInput,
+  UpdateLeadInput,
+  ConvertLeadInput,
+  ConvertLeadResult,
+} from "./repositories/leads.js";
+export type {
+  Opportunity,
+  ListOpportunitiesFilter,
+  CreateOpportunityInput,
+  UpdateOpportunityInput,
+} from "./repositories/opportunities.js";
--- a/packages/database/src/repositories/leads.ts
+++ b/packages/database/src/repositories/leads.ts
@@ -0,0 +1,232 @@
+import type { PoolClient, QueryResultRow } from "pg";
+import { query, withTransaction } from "../pool.js";
+import { createOpportunityWithClient, type Opportunity } from "./opportunities.js";
+
+/**
+ * CRM — Leads repository (Master Prompt §6.2). Greenfield for EDEN — the
+ * legacy OrçaFácil spec (eden.md) has no CRM module, so there is no legacy
+ * behavior to preserve here.
+ *
+ * Mirrors the conventions of `companies.ts`: COALESCE-based partial
+ * update, snake_case columns mapped to a camelCase domain type.
+ */
+
+export interface Lead {
+  id: string;
+  createdAt: Date;
+  updatedAt: Date;
+  createdBy: string | null;
+  source: string | null;
+  contactName: string;
+  contactEmail: string | null;
+  contactPhone: string | null;
+  companyName: string | null;
+  /** Plain TEXT column. Intended values: new, contacted, qualified, converted, discarded. */
+  status: string;
+  ownerId: string | null;
+  notes: string | null;
+}
+
+interface LeadRow extends QueryResultRow {
+  id: string;
+  created_at: Date;
+  updated_at: Date;
+  created_by: string | null;
+  source: string | null;
+  contact_name: string;
+  contact_email: string | null;
+  contact_phone: string | null;
+  company_name: string | null;
+  status: string;
+  owner_id: string | null;
+  notes: string | null;
+}
+
+function mapLead(row: LeadRow): Lead {
+  return {
+    id: row.id,
+    createdAt: row.created_at,
+    updatedAt: row.updated_at,
+    createdBy: row.created_by,
+    source: row.source,
+    contactName: row.contact_name,
+    contactEmail: row.contact_email,
+    contactPhone: row.contact_phone,
+    companyName: row.company_name,
+    status: row.status,
+    ownerId: row.owner_id,
+    notes: row.notes,
+  };
+}
+
+export interface ListLeadsFilter {
+  status?: string;
+  ownerId?: string;
+}
+
+export async function listLeads(filter: ListLeadsFilter = {}): Promise<Lead[]> {
+  const conditions: string[] = [];
+  const params: unknown[] = [];
+
+  if (filter.status) {
+    params.push(filter.status);
+    conditions.push(`status = $${params.length}`);
+  }
+  if (filter.ownerId) {
+    params.push(filter.ownerId);
+    conditions.push(`owner_id = $${params.length}`);
+  }
+
+  const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
+  const result = await query<LeadRow>(
+    `SELECT * FROM leads ${where} ORDER BY created_at DESC`,
+    params,
+  );
+  return result.rows.map(mapLead);
+}
+
+export async function getLead(id: string): Promise<Lead | null> {
+  const result = await query<LeadRow>(`SELECT * FROM leads WHERE id = $1`, [id]);
+  const row = result.rows[0];
+  return row ? mapLead(row) : null;
+}
+
+export interface CreateLeadInput {
+  source?: string | null;
+  contactName: string;
+  contactEmail?: string | null;
+  contactPhone?: string | null;
+  companyName?: string | null;
+  status?: string;
+  ownerId?: string | null;
+  notes?: string | null;
+  createdBy?: string | null;
+}
+
+export async function createLead(input: CreateLeadInput): Promise<Lead> {
+  const result = await query<LeadRow>(
+    `INSERT INTO leads
+      (source, contact_name, contact_email, contact_phone, company_name, status, owner_id, notes, created_by)
+     VALUES ($1, $2, $3, $4, $5, COALESCE($6, 'new'), $7, $8, $9)
+     RETURNING *`,
+    [
+      input.source ?? null,
+      input.contactName,
+      input.contactEmail ?? null,
+      input.contactPhone ?? null,
+      input.companyName ?? null,
+      input.status ?? null,
+      input.ownerId ?? null,
+      input.notes ?? null,
+      input.createdBy ?? null,
+    ],
+  );
+  const row = result.rows[0];
+  if (!row) {
+    throw new Error("Failed to create lead");
+  }
+  return mapLead(row);
+}
+
+export interface UpdateLeadInput {
+  source?: string | null;
+  contactName?: string;
+  contactEmail?: string | null;
+  contactPhone?: string | null;
+  companyName?: string | null;
+  status?: string;
+  ownerId?: string | null;
+  notes?: string | null;
+}
+
+export async function updateLead(id: string, input: UpdateLeadInput): Promise<Lead | null> {
+  const result = await query<LeadRow>(
+    `UPDATE leads SET
+      source = COALESCE($2, source),
+      contact_name = COALESCE($3, contact_name),
+      contact_email = COALESCE($4, contact_email),
+      contact_phone = COALESCE($5, contact_phone),
+      company_name = COALESCE($6, company_name),
+      status = COALESCE($7, status),
+      owner_id = COALESCE($8, owner_id),
+      notes = COALESCE($9, notes)
+     WHERE id = $1
+     RETURNING *`,
+    [
+      id,
+      input.source ?? null,
+      input.contactName ?? null,
+      input.contactEmail ?? null,
+      input.contactPhone ?? null,
+      input.companyName ?? null,
+      input.status ?? null,
+      input.ownerId ?? null,
+      input.notes ?? null,
+    ],
+  );
+  const row = result.rows[0];
+  return row ? mapLead(row) : null;
+}
+
+async function getLeadWithClient(client: PoolClient, id: string): Promise<Lead | null> {
+  const result = await client.query<LeadRow>(`SELECT * FROM leads WHERE id = $1 FOR UPDATE`, [id]);
+  const row = result.rows[0];
+  return row ? mapLead(row) : null;
+}
+
+async function markLeadConvertedWithClient(client: PoolClient, id: string): Promise<Lead | null> {
+  const result = await client.query<LeadRow>(
+    `UPDATE leads SET status = 'converted' WHERE id = $1 RETURNING *`,
+    [id],
+  );
+  const row = result.rows[0];
+  return row ? mapLead(row) : null;
+}
+
+export interface ConvertLeadInput {
+  title: string;
+  stage?: string;
+  probability?: number | null;
+  notes?: string | null;
+  ownerId?: string | null;
+  createdBy?: string | null;
+}
+
+export interface ConvertLeadResult {
+  lead: Lead;
+  opportunity: Opportunity;
+}
+
+/**
+ * Converts a lead into an opportunity: inserts the new opportunity row
+ * (with lead_id set) and sets the lead's status to 'converted', in a
+ * single transaction. Returns null if the lead does not exist.
+ */
+export async function convertLeadToOpportunity(
+  leadId: string,
+  opportunityInput: ConvertLeadInput,
+): Promise<ConvertLeadResult | null> {
+  return withTransaction(async (client) => {
+    const existingLead = await getLeadWithClient(client, leadId);
+    if (!existingLead) {
+      return null;
+    }
+
+    const opportunity = await createOpportunityWithClient(client, {
+      leadId,
+      title: opportunityInput.title,
+      stage: opportunityInput.stage,
+      probability: opportunityInput.probability ?? null,
+      notes: opportunityInput.notes ?? null,
+      ownerId: opportunityInput.ownerId ?? existingLead.ownerId,
+      createdBy: opportunityInput.createdBy ?? null,
+    });
+
+    const lead = await markLeadConvertedWithClient(client, leadId);
+    if (!lead) {
+      throw new Error(`Lead ${leadId} disappeared mid-transaction`);
+    }
+
+    return { lead, opportunity };
+  });
+}
--- a/packages/database/src/repositories/opportunities.ts
+++ b/packages/database/src/repositories/opportunities.ts
@@ -0,0 +1,192 @@
+import type { PoolClient, QueryResultRow } from "pg";
+import { query } from "../pool.js";
+
+/**
+ * CRM — Opportunities repository (Master Prompt §6.2). Greenfield for
+ * EDEN — see leads.ts for context. Mirrors `companies.ts` conventions:
+ * COALESCE-based partial update, snake_case columns mapped to a camelCase
+ * domain type.
+ */
+
+export interface Opportunity {
+  id: string;
+  createdAt: Date;
+  updatedAt: Date;
+  createdBy: string | null;
+  leadId: string | null;
+  title: string;
+  /** Plain TEXT column. Intended values: prospecting, qualification, proposal, negotiation, won, lost. */
+  stage: string;
+  probability: number | null;
+  ownerId: string | null;
+  lossReason: string | null;
+  notes: string | null;
+}
+
+interface OpportunityRow extends QueryResultRow {
+  id: string;
+  created_at: Date;
+  updated_at: Date;
+  created_by: string | null;
+  lead_id: string | null;
+  title: string;
+  stage: string;
+  probability: number | null;
+  owner_id: string | null;
+  loss_reason: string | null;
+  notes: string | null;
+}
+
+function mapOpportunity(row: OpportunityRow): Opportunity {
+  return {
+    id: row.id,
+    createdAt: row.created_at,
+    updatedAt: row.updated_at,
+    createdBy: row.created_by,
+    leadId: row.lead_id,
+    title: row.title,
+    stage: row.stage,
+    probability: row.probability,
+    ownerId: row.owner_id,
+    lossReason: row.loss_reason,
+    notes: row.notes,
+  };
+}
+
+export interface ListOpportunitiesFilter {
+  stage?: string;
+  ownerId?: string;
+}
+
+export async function listOpportunities(
+  filter: ListOpportunitiesFilter = {},
+): Promise<Opportunity[]> {
+  const conditions: string[] = [];
+  const params: unknown[] = [];
+
+  if (filter.stage) {
+    params.push(filter.stage);
+    conditions.push(`stage = $${params.length}`);
+  }
+  if (filter.ownerId) {
+    params.push(filter.ownerId);
+    conditions.push(`owner_id = $${params.length}`);
+  }
+
+  const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
+  const result = await query<OpportunityRow>(
+    `SELECT * FROM opportunities ${where} ORDER BY created_at DESC`,
+    params,
+  );
+  return result.rows.map(mapOpportunity);
+}
+
+export async function getOpportunity(id: string): Promise<Opportunity | null> {
+  const result = await query<OpportunityRow>(`SELECT * FROM opportunities WHERE id = $1`, [id]);
+  const row = result.rows[0];
+  return row ? mapOpportunity(row) : null;
+}
+
+export interface CreateOpportunityInput {
+  leadId?: string | null;
+  title: string;
+  stage?: string;
+  probability?: number | null;
+  ownerId?: string | null;
+  lossReason?: string | null;
+  notes?: string | null;
+  createdBy?: string | null;
+}
+
+export async function createOpportunity(input: CreateOpportunityInput): Promise<Opportunity> {
+  const result = await query<OpportunityRow>(
+    `INSERT INTO opportunities
+      (lead_id, title, stage, probability, owner_id, loss_reason, notes, created_by)
+     VALUES ($1, $2, COALESCE($3, 'prospecting'), $4, $5, $6, $7, $8)
+     RETURNING *`,
+    [
+      input.leadId ?? null,
+      input.title,
+      input.stage ?? null,
+      input.probability ?? null,
+      input.ownerId ?? null,
+      input.lossReason ?? null,
+      input.notes ?? null,
+      input.createdBy ?? null,
+    ],
+  );
+  const row = result.rows[0];
+  if (!row) {
+    throw new Error("Failed to create opportunity");
+  }
+  return mapOpportunity(row);
+}
+
+/**
+ * Same as `createOpportunity`, but runs on a caller-supplied client so it
+ * can participate in an outer transaction (used by
+ * `leads.convertLeadToOpportunity`).
+ */
+export async function createOpportunityWithClient(
+  client: PoolClient,
+  input: CreateOpportunityInput,
+): Promise<Opportunity> {
+  const result = await client.query<OpportunityRow>(
+    `INSERT INTO opportunities
+      (lead_id, title, stage, probability, owner_id, loss_reason, notes, created_by)
+     VALUES ($1, $2, COALESCE($3, 'prospecting'), $4, $5, $6, $7, $8)
+     RETURNING *`,
+    [
+      input.leadId ?? null,
+      input.title,
+      input.stage ?? null,
+      input.probability ?? null,
+      input.ownerId ?? null,
+      input.lossReason ?? null,
+      input.notes ?? null,
+      input.createdBy ?? null,
+    ],
+  );
+  const row = result.rows[0];
+  if (!row) {
+    throw new Error("Failed to create opportunity");
+  }
+  return mapOpportunity(row);
+}
+
+export interface UpdateOpportunityInput {
+  title?: string;
+  stage?: string;
+  probability?: number | null;
+  ownerId?: string | null;
+  lossReason?: string | null;
+  notes?: string | null;
+}
+
+export async function updateOpportunity(
+  id: string,
+  input: UpdateOpportunityInput,
+): Promise<Opportunity | null> {
+  const result = await query<OpportunityRow>(
+    `UPDATE opportunities SET
+      title = COALESCE($2, title),
+      stage = COALESCE($3, stage),
+      probability = COALESCE($4, probability),
+      owner_id = COALESCE($5, owner_id),
+      loss_reason = COALESCE($6, loss_reason),
+      notes = COALESCE($7, notes)
+     WHERE id = $1
+     RETURNING *`,
+    [
+      id,
+      input.title ?? null,
+      input.stage ?? null,
+      input.probability ?? null,
+      input.ownerId ?? null,
+      input.lossReason ?? null,
+      input.notes ?? null,
+    ],
+  );
+  const row = result.rows[0];
+  return row ? mapOpportunity(row) : null;
+}