eden/packages/database/migrations/1788439012582_crm.cjs

/**
 * 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;
  `);
};