From d62f865f2f09c52febc0ce9738215a047075a8cf Mon Sep 17 00:00:00 2001
From: "claude[bot]" <41898282+claude[bot]@users.noreply.github.com>
Date: Mon, 22 Dec 2025 11:07:07 +0000
Subject: [PATCH] feat: Add Instagram as a lead capture option
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- Add Instagram to VALID_LEAD_TYPES in backend API
- Update /api/stats endpoint to track Instagram leads
- Add Instagram button (📸) to lead capture flow in UI
- Add Instagram option to lead type dropdown in edit form
- Update lead icon display logic and detail views
- Add Instagram to stats dashboard display
- Update database schema documentation
- Add migration script for database constraint

Closes #5

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Rolfboy <Rolfboy@users.noreply.github.com>
---
 PRD.md                                     |  4 ++--
 api/main.py                                |  9 +++++++--
 migrations/006_add_instagram_lead_type.sql |  9 +++++++++
 web/src/App.jsx                            | 15 ++++++++++++---
 4 files changed, 30 insertions(+), 7 deletions(-)
 create mode 100644 migrations/006_add_instagram_lead_type.sql

diff --git a/PRD.md b/PRD.md
index d5941cf..e034d10 100644
--- a/PRD.md
+++ b/PRD.md
@@ -404,8 +404,8 @@ CREATE TABLE interactions (
     total_amount INTEGER,
     
     -- Lead capture
-    lead_type VARCHAR(20) 
-        CHECK (lead_type IN ('line', 'email', 'none')),
+    lead_type VARCHAR(20)
+        CHECK (lead_type IN ('line', 'email', 'instagram', 'none')),
     
     -- Objection (only if sale_type = 'none')
     objection VARCHAR(50)
diff --git a/api/main.py b/api/main.py
index 2e2de28..cd8c535 100644
--- a/api/main.py
+++ b/api/main.py
@@ -26,7 +26,7 @@
 VALID_PERSONAS = {"parent", "gift_buyer", "expat", "future_parent"}
 VALID_HOOKS = {"physical_kits", "big_garden", "signage"}
 VALID_SALE_TYPES = {"none", "single", "bundle_3", "full_year"}
-VALID_LEAD_TYPES = {"line", "email"}
+VALID_LEAD_TYPES = {"line", "email", "instagram"}
 VALID_OBJECTIONS = {
     "too_expensive", "not_interested", "no_time", "already_have",
     "need_to_think", "language_barrier", "other"
@@ -387,6 +387,10 @@ async def get_stats(period: str = "today"):
             "SELECT COUNT(*) FROM interactions WHERE timestamp >= $1 AND lead_type = 'email' AND deleted_at IS NULL",
             start_date
         )
+        instagram_leads = await conn.fetchval(
+            "SELECT COUNT(*) FROM interactions WHERE timestamp >= $1 AND lead_type = 'instagram' AND deleted_at IS NULL",
+            start_date
+        )
 
     return {
         "period": period,
@@ -409,7 +413,8 @@ async def get_stats(period: str = "today"):
         "objections": {row["objection"]: row["count"] for row in objections},
         "leads": {
             "line": line_leads or 0,
-            "email": email_leads or 0
+            "email": email_leads or 0,
+            "instagram": instagram_leads or 0
         }
     }
 
diff --git a/migrations/006_add_instagram_lead_type.sql b/migrations/006_add_instagram_lead_type.sql
new file mode 100644
index 0000000..bd319d7
--- /dev/null
+++ b/migrations/006_add_instagram_lead_type.sql
@@ -0,0 +1,9 @@
+-- Migration: Add Instagram to lead_type options
+-- Description: Adds 'instagram' as a valid option for lead_type field
+
+-- Drop the existing constraint if it exists
+ALTER TABLE interactions DROP CONSTRAINT IF EXISTS interactions_lead_type_check;
+
+-- Add the new constraint with instagram included
+ALTER TABLE interactions ADD CONSTRAINT interactions_lead_type_check
+    CHECK (lead_type IN ('line', 'email', 'instagram', 'none') OR lead_type IS NULL);
diff --git a/web/src/App.jsx b/web/src/App.jsx
index 0faf27d..1773a47 100644
--- a/web/src/App.jsx
+++ b/web/src/App.jsx
@@ -1016,6 +1016,10 @@ function StatsScreen({ stats, statsPeriod, onPeriodChange, sellerStats, sankeyDa
             <span>📧 Email</span>
             <span>{data?.leads?.email || 0}</span>
           </div>
+          <div className="stat-row">
+            <span>📸 Instagram</span>
+            <span>{data?.leads?.instagram || 0}</span>
+          </div>
         </section>
 
         {/* Phase 2 Navigation Buttons */}
@@ -1152,7 +1156,7 @@ function InteractionCard({ item, onClick }) {
 
   const personaLabel = item.persona ? item.persona.replace('_', ' ') : ''
   const hookIcon = item.hook === 'physical_kits' ? '📦' : item.hook === 'big_garden' ? '📱' : '🪧'
-  const leadIcon = item.lead_type === 'line' ? '💚' : item.lead_type === 'email' ? '📧' : ''
+  const leadIcon = item.lead_type === 'line' ? '💚' : item.lead_type === 'email' ? '📧' : item.lead_type === 'instagram' ? '📸' : ''
 
   return (
     <div className="timeline-card interaction-card" onClick={onClick}>
@@ -1233,7 +1237,7 @@ function DetailScreen({ interaction, onBack, onAddNote, onDelete, onEdit }) {
               )}
               <div className="detail-row">
                 <span className="detail-label">Lead</span>
-                <span className="detail-value">{i.lead_type === 'line' ? '💚 LINE' : i.lead_type === 'email' ? '📧 Email' : 'None'}</span>
+                <span className="detail-value">{i.lead_type === 'line' ? '💚 LINE' : i.lead_type === 'email' ? '📧 Email' : i.lead_type === 'instagram' ? '📸 Instagram' : 'None'}</span>
               </div>
               {i.objection && (
                 <div className="detail-row">
@@ -2014,6 +2018,10 @@ function FlowLead({ onSelect, onBack }) {
             <span className="option-icon">📧</span>
             <span className="option-label">Email</span>
           </button>
+          <button className="flow-option-wide" onClick={() => onSelect('instagram')}>
+            <span className="option-icon">📸</span>
+            <span className="option-label">Instagram</span>
+          </button>
           <button className="flow-option-wide lead-none" onClick={() => onSelect('none')}>
             <span className="option-icon">➖</span>
             <span className="option-label">None</span>
@@ -2059,7 +2067,7 @@ function ConfirmationOverlay({ data, flowData }) {
       persona: { parent: 'Parent', gift_buyer: 'Gift Buyer', expat: 'Expat', future_parent: 'Future Parent' },
       hook: { physical_kits: 'Physical Kits', big_garden: 'Big Garden', signage: 'Signage' },
       sale_type: { none: 'No Sale', single: 'Single', bundle_3: '3-Box Bundle', full_year: 'Full Year' },
-      lead_type: { line: 'LINE signup', email: 'Email signup', none: 'No lead' }
+      lead_type: { line: 'LINE signup', email: 'Email signup', instagram: 'Instagram signup', none: 'No lead' }
     }
     return labels[key]?.[value] || value
   }
@@ -2337,6 +2345,7 @@ function EditInteractionModal({ interaction, onSave, onClose }) {
                   <option value="none">None</option>
                   <option value="line">LINE</option>
                   <option value="email">Email</option>
+                  <option value="instagram">Instagram</option>
                 </select>
               </div>