81 lines
2.7 KiB
SQL
81 lines
2.7 KiB
SQL
-- ============================================
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-- CRM v2 - Unified Deals Table
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-- Version: 6.2.3
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-- ============================================
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-- 1. Create domain: segments
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CREATE TABLE crm_deal_segments (
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id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
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org_id uuid NOT NULL,
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bot_id uuid NOT NULL,
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name varchar(50) NOT NULL,
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description varchar(255),
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created_at timestamptz DEFAULT now()
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);
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-- Insert default segments (from gb.rob data)
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INSERT INTO crm_deal_segments (org_id, bot_id, name)
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SELECT org_id, id FROM bots LIMIT 1;
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-- 2. Create main deals table
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CREATE TABLE crm_deals (
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-- 🆔 Key
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id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
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org_id uuid NOT NULL,
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bot_id uuid NOT NULL,
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-- 🔗 Links to Contact/Account (NO DUPLICATE!)
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contact_id uuid REFERENCES crm_contacts(id),
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account_id uuid REFERENCES crm_accounts(id),
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-- 🔗 Owner/Team (FK to users)
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am_id uuid REFERENCES users(id),
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owner_id uuid REFERENCES users(id),
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lead_id uuid REFERENCES crm_leads(id),
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-- 💰 Deal
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title varchar(100),
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name varchar(100),
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description text,
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value double precision,
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currency varchar(10),
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-- 📊 Pipeline (use existing crm_pipeline_stages!)
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stage_id uuid REFERENCES crm_pipeline_stages(id),
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stage varchar(30), -- new, qualified, proposal, negotiation, won, lost
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probability integer DEFAULT 0,
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won boolean,
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-- 🎯 Classification
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source varchar(50), -- EMAIL, CALL, WEBSITE, REFERAL
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segment_id uuid REFERENCES crm_deal_segments(id),
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-- 📅 Dates
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expected_close_date date,
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actual_close_date date,
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period integer, -- 1=manhã, 2=tarde, 3=noite (or hour 1-24)
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deal_date date,
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closed_at timestamptz,
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created_at timestamptz DEFAULT now(),
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updated_at timestamptz,
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-- 📝 Notes (only current, history goes to crm_activities)
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notes text,
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-- 🏷️ Tags
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tags text[],
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-- 📦 Custom Fields (social media: linkedin, facebook, twitter, instagram, territory, hard_to_find)
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custom_fields jsonb DEFAULT '{}'
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);
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-- 3. Add deal_id to crm_activities (for history migration)
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ALTER TABLE crm_activities ADD COLUMN deal_id uuid REFERENCES crm_deals(id);
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-- 4. Create indexes
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CREATE INDEX idx_crm_deals_org_bot ON crm_deals(org_id, bot_id);
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CREATE INDEX idx_crm_deals_contact ON crm_deals(contact_id);
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CREATE INDEX idx_crm_deals_account ON crm_deals(account_id);
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CREATE INDEX idx_crm_deals_stage ON crm_deals(stage_id);
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CREATE INDEX idx_crm_deals_am ON crm_deals(am_id);
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CREATE INDEX idx_crm_deals_source ON crm_deals(source);
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