Matheus (Handix)
e7d3668154
node-pg-migrate recusa rodar uma migration cujo timestamp precede uma já aplicada (check-order). O agente gerou 1788439012582 (CRM) antes de 1788439142825 (resellers) já ter sido mesclada e aplicada. Renomeado para 1788444193993, aplicado com sucesso.
94 lines
4.2 KiB
JavaScript
94 lines
4.2 KiB
JavaScript
/**
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* CRM — Leads & Opportunities (Master Prompt §6.2 "CRM e Comercial").
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*
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* Greenfield for EDEN: the legacy OrçaFácil system (eden.md) has no CRM
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* module — it starts directly at Quotes. This migration is driven entirely
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* by the Master Prompt's requirements, not a port of legacy behavior.
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*
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* MVP scope: `leads` and `opportunities` with free-text `status`/`stage`
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* columns (documented via COMMENT ON COLUMN, no CHECK constraint yet — a
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* fully configurable pipeline is a future refinement, not this MVP).
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*
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* `leads.company_name` is a free-text prospect company name — it is
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* deliberately NOT a foreign key to the `companies` table, which models
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* issuing legal entities, not sales prospects.
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*
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* The `set_updated_at()` trigger function is created by the baseline
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* schema migration (1788430575858_baseline-schema.cjs) — reused here, not
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* redefined.
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*/
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exports.shorthands = undefined;
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exports.up = (pgm) => {
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pgm.sql(`
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-- =====================================================================
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-- leads
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-- =====================================================================
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CREATE TABLE leads (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
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updated_at TIMESTAMPTZ NOT NULL DEFAULT now(),
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created_by UUID REFERENCES users(id),
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source TEXT,
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contact_name TEXT NOT NULL,
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contact_email TEXT,
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contact_phone TEXT,
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company_name TEXT,
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status TEXT NOT NULL DEFAULT 'new',
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owner_id UUID REFERENCES users(id),
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notes TEXT
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);
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COMMENT ON COLUMN leads.source IS
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'Free-text origin/campaign (e.g. "indicação", "site", "feira X") — no fixed taxonomy in this MVP.';
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COMMENT ON COLUMN leads.company_name IS
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'Free-text prospect company name. Deliberately NOT a FK to companies — that table models issuing legal entities, not sales prospects.';
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COMMENT ON COLUMN leads.status IS
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'Plain TEXT, no CHECK constraint yet. Intended values: new, contacted, qualified, converted, discarded. converted is set only via POST /v1/leads/:id/convert.';
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COMMENT ON COLUMN leads.owner_id IS 'Responsible salesperson.';
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CREATE INDEX idx_leads_status ON leads(status);
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CREATE INDEX idx_leads_owner ON leads(owner_id);
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CREATE TRIGGER trg_leads_updated_at BEFORE UPDATE ON leads
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FOR EACH ROW EXECUTE FUNCTION set_updated_at();
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-- =====================================================================
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-- opportunities
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-- =====================================================================
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CREATE TABLE opportunities (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
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updated_at TIMESTAMPTZ NOT NULL DEFAULT now(),
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created_by UUID REFERENCES users(id),
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lead_id UUID REFERENCES leads(id),
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title TEXT NOT NULL,
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stage TEXT NOT NULL DEFAULT 'prospecting',
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probability INTEGER CHECK (probability >= 0 AND probability <= 100),
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owner_id UUID REFERENCES users(id),
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loss_reason TEXT,
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notes TEXT
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);
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COMMENT ON COLUMN opportunities.lead_id IS
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'Nullable — an opportunity can be created directly, not only converted from a lead.';
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COMMENT ON COLUMN opportunities.stage IS
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'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.';
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COMMENT ON COLUMN opportunities.loss_reason IS
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'Nullable — filled only when stage = ''lost''. Not enforced by a DB constraint in this MVP.';
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COMMENT ON COLUMN opportunities.owner_id IS 'Responsible salesperson.';
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CREATE INDEX idx_opportunities_stage ON opportunities(stage);
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CREATE INDEX idx_opportunities_owner ON opportunities(owner_id);
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CREATE TRIGGER trg_opportunities_updated_at BEFORE UPDATE ON opportunities
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FOR EACH ROW EXECUTE FUNCTION set_updated_at();
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`);
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};
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exports.down = (pgm) => {
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pgm.sql(`
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DROP TABLE IF EXISTS opportunities;
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DROP TABLE IF EXISTS leads;
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`);
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};
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