mirror of
https://git.coastit.co.za/caitlin/CRM_ENVR.git
synced 2026-07-10 11:15:43 +02:00
Current state
This commit is contained in:
Chariah
@@ -0,0 +1,401 @@
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-- ============================================================================
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-- CRM Database Seed Data — RBAC + Test Accounts + Reference Data
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-- ============================================================================
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-- ============================================================================
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-- FIXED UUIDs FOR REFERENTIAL INTEGRITY
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-- ============================================================================
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-- Role UUIDs
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-- SUPER_ADMIN=1, ADMIN=2, SALES_USER=3, DEVELOPER=4
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-- User UUIDs: SUPER_ADMIN=u0001, ADMIN=u0002, SALES=u0003, DEV=u0004
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-- ============================================================================
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-- 1. ROLES
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-- ============================================================================
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INSERT INTO roles (id, name, display_name, description, hierarchy_level, is_system) VALUES
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('00000001-0000-0000-0000-000000000000', 'SUPER_ADMIN', 'Super Administrator',
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'Highest authority. Full system access. Can create/delete users, assign roles, override all permissions.',
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1, TRUE),
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('00000002-0000-0000-0000-000000000000', 'ADMIN', 'Administrator',
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'Operational administration. Can ban/suspend users, review reports, moderate activity. Cannot create accounts.',
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2, TRUE),
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('00000003-0000-0000-0000-000000000000', 'SALES_USER', 'Sales Representative',
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'Day-to-day CRM operations. Manage leads, customers, opportunities, and communications.',
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3, TRUE),
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('00000004-0000-0000-0000-000000000000', 'DEVELOPER', 'Developer',
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'Internal development/testing with CRM read access. API testing, diagnostics, debugging. Can view projects and customer data post-sale.',
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4, TRUE)
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ON CONFLICT (name) DO NOTHING;
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-- ============================================================================
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-- 2. PERMISSIONS — organised by category
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-- ============================================================================
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-- USER MANAGEMENT (SUPER_ADMIN only)
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INSERT INTO permissions (id, resource, action, description, category) VALUES
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('a0010001-0000-0000-0000-000000000000', 'users', 'create', 'Create new user accounts', 'User Management'),
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('a0010002-0000-0000-0000-000000000000', 'users', 'read', 'View user details', 'User Management'),
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('a0010003-0000-0000-0000-000000000000', 'users', 'update', 'Update user details', 'User Management'),
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('a0010004-0000-0000-0000-000000000000', 'users', 'delete', 'Permanently delete user accounts', 'User Management'),
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('a0010005-0000-0000-0000-000000000000', 'users', 'assign_roles', 'Assign roles to users', 'User Management'),
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('a0010006-0000-0000-0000-000000000000', 'users', 'promote', 'Promote users to higher roles', 'User Management'),
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('a0010007-0000-0000-0000-000000000000', 'users', 'demote', 'Demote users to lower roles', 'User Management'),
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('a0010008-0000-0000-0000-000000000000', 'users', 'reset_password', 'Reset user passwords', 'User Management'),
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('a0010009-0000-0000-0000-000000000000', 'users', 'disable', 'Disable/disable user accounts', 'User Management'),
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('a0010010-0000-0000-0000-000000000000', 'users', 'permanently_delete', 'Permanently remove accounts from system', 'User Management')
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ON CONFLICT DO NOTHING;
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-- BAN & SUSPENSION (ADMIN + SUPER_ADMIN)
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INSERT INTO permissions (id, resource, action, description, category) VALUES
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('a0020001-0000-0000-0000-000000000000', 'bans', 'create', 'Ban a user account', 'Ban Management'),
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('a0020002-0000-0000-0000-000000000000', 'bans', 'reverse', 'Reverse a ban on a user', 'Ban Management'),
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('a0020003-0000-0000-0000-000000000000', 'bans', 'permanently_delete', 'Permanently delete banned users', 'Ban Management'),
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('a0020004-0000-0000-0000-000000000000', 'suspensions', 'create', 'Suspend a user account', 'Ban Management'),
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('a0020005-0000-0000-0000-000000000000', 'suspensions', 'lift', 'Lift a suspension', 'Ban Management'),
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('a0020006-0000-0000-0000-000000000000', 'suspensions', 'view', 'View suspension records', 'Ban Management')
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ON CONFLICT DO NOTHING;
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-- CRM CORE (SALES_USER + MANAGERS)
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INSERT INTO permissions (id, resource, action, description, category) VALUES
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('a0030001-0000-0000-0000-000000000000', 'customers', 'create', 'Create customer records', 'CRM'),
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('a0030002-0000-0000-0000-000000000000', 'customers', 'read', 'View customer records', 'CRM'),
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('a0030003-0000-0000-0000-000000000000', 'customers', 'update', 'Update customer records', 'CRM'),
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('a0030004-0000-0000-0000-000000000000', 'customers', 'delete', 'Delete customer records', 'CRM'),
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('a0030005-0000-0000-0000-000000000000', 'leads', 'create', 'Create sales leads', 'CRM'),
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('a0030006-0000-0000-0000-000000000000', 'leads', 'read', 'View sales leads', 'CRM'),
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('a0030007-0000-0000-0000-000000000000', 'leads', 'update', 'Update sales leads', 'CRM'),
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('a0030008-0000-0000-0000-000000000000', 'leads', 'convert', 'Convert leads to customers', 'CRM'),
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('a0030009-0000-0000-0000-000000000000', 'opportunities', 'create', 'Create sales opportunities', 'CRM'),
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('a0030010-0000-0000-0000-000000000000', 'opportunities', 'read', 'View sales opportunities', 'CRM'),
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('a0030011-0000-0000-0000-000000000000', 'opportunities', 'update', 'Update sales pipeline', 'CRM'),
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('a0030012-0000-0000-0000-000000000000', 'pipeline', 'update', 'Update sales pipeline stages', 'CRM'),
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('a0030013-0000-0000-0000-000000000000', 'communications', 'create', 'Log calls and meetings', 'CRM'),
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('a0030014-0000-0000-0000-000000000000', 'communications', 'read', 'View communication history', 'CRM'),
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('a0030015-0000-0000-0000-000000000000', 'contacts', 'manage', 'Manage customer contact details', 'CRM'),
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('a0030016-0000-0000-0000-000000000000', 'products', 'read', 'View product catalog', 'CRM'),
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('a0030017-0000-0000-0000-000000000000', 'invoices', 'read', 'View invoices', 'CRM')
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ON CONFLICT DO NOTHING;
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-- REPORTING & INCIDENTS (ADMIN)
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INSERT INTO permissions (id, resource, action, description, category) VALUES
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('a0040001-0000-0000-0000-000000000000', 'reports', 'customers_view', 'Review customer reports', 'Reporting'),
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('a0040002-0000-0000-0000-000000000000', 'reports', 'incidents_view', 'Review incident reports', 'Reporting'),
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('a0040003-0000-0000-0000-000000000000', 'reports', 'complaints_investigate', 'Investigate complaints', 'Reporting'),
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('a0040004-0000-0000-0000-000000000000', 'crm', 'dashboard_access', 'Access CRM dashboards', 'Reporting'),
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('a0040005-0000-0000-0000-000000000000', 'activity', 'logs_view', 'View user activity logs', 'Reporting'),
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('a0040006-0000-0000-0000-000000000000', 'suspicious', 'moderate', 'Moderate suspicious activity', 'Reporting'),
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('a0040007-0000-0000-0000-000000000000', 'accounts', 'lock_investigation', 'Lock accounts under investigation', 'Reporting')
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ON CONFLICT DO NOTHING;
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-- AUDIT & SYSTEM (SUPER_ADMIN + limited ADMIN)
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INSERT INTO permissions (id, resource, action, description, category) VALUES
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('a0050001-0000-0000-0000-000000000000', 'audit', 'full_access', 'Full audit log access', 'System'),
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('a0050002-0000-0000-0000-000000000000', 'audit', 'read', 'View audit logs', 'System'),
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('a0050003-0000-0000-0000-000000000000', 'settings', 'modify', 'Modify system settings', 'System'),
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('a0050004-0000-0000-0000-000000000000', 'database', 'full_access', 'Full database access', 'System'),
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('a0050005-0000-0000-0000-000000000000', 'crm', 'full_access', 'Full CRM access override', 'System'),
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('a0050006-0000-0000-0000-000000000000', 'permissions', 'override', 'Override all permissions', 'System')
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ON CONFLICT DO NOTHING;
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-- DEVELOPER PERMISSIONS
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INSERT INTO permissions (id, resource, action, description, category) VALUES
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('a0060001-0000-0000-0000-000000000000', 'api', 'testing', 'API testing access', 'Developer'),
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('a0060002-0000-0000-0000-000000000000', 'backend', 'diagnostics', 'Backend diagnostics', 'Developer'),
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('a0060003-0000-0000-0000-000000000000', 'system', 'logs_view', 'View system logs', 'Developer'),
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('a0060004-0000-0000-0000-000000000000', 'database', 'diagnostics', 'Database diagnostics', 'Developer'),
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('a0060005-0000-0000-0000-000000000000', 'debugging', 'access', 'Debugging access', 'Developer'),
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('a0060006-0000-0000-0000-000000000000', 'testing', 'internal', 'Internal testing access', 'Developer')
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ON CONFLICT DO NOTHING;
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-- ============================================================================
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-- 3. ROLE-PERMISSION MAPPING
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-- ============================================================================
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-- SUPER_ADMIN — ALL permissions
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INSERT INTO role_permissions (role_id, permission_id)
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SELECT '00000001-0000-0000-0000-000000000000', id FROM permissions
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ON CONFLICT DO NOTHING;
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-- ADMIN — Bans, Suspensions, Reporting, CRM read, Activity logs
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INSERT INTO role_permissions (role_id, permission_id, granted_by) VALUES
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-- Bans & Suspensions
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('00000002-0000-0000-0000-000000000000', 'a0020001-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0020004-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0020005-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0020006-0000-0000-0000-000000000000', NULL),
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-- User read + disable
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('00000002-0000-0000-0000-000000000000', 'a0010002-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0010009-0000-0000-0000-000000000000', NULL),
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-- Reporting & Incidents
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('00000002-0000-0000-0000-000000000000', 'a0040001-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0040002-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0040003-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0040004-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0040005-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0040006-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0040007-0000-0000-0000-000000000000', NULL),
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-- CRM read access
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('00000002-0000-0000-0000-000000000000', 'a0030002-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0030006-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0030010-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0030014-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0030016-0000-0000-0000-000000000000', NULL),
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('00000002-0000-0000-0000-000000000000', 'a0030017-0000-0000-0000-000000000000', NULL),
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-- Audit read
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('00000002-0000-0000-0000-000000000000', 'a0050002-0000-0000-0000-000000000000', NULL)
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ON CONFLICT DO NOTHING;
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-- SALES_USER — CRM operations
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INSERT INTO role_permissions (role_id, permission_id, granted_by) VALUES
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('00000003-0000-0000-0000-000000000000', 'a0030001-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030002-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030003-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030005-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030006-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030007-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030008-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030009-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030010-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030011-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030012-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030013-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030014-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030015-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030016-0000-0000-0000-000000000000', NULL),
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('00000003-0000-0000-0000-000000000000', 'a0030017-0000-0000-0000-000000000000', NULL)
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ON CONFLICT DO NOTHING;
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-- DEVELOPER — Technical permissions + CRM read access (post-sale project visibility)
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INSERT INTO role_permissions (role_id, permission_id, granted_by) VALUES
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-- Developer technical permissions
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('00000004-0000-0000-0000-000000000000', 'a0060001-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0060002-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0060003-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0060004-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0060005-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0060006-0000-0000-0000-000000000000', NULL),
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-- User self-view
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('00000004-0000-0000-0000-000000000000', 'a0010002-0000-0000-0000-000000000000', NULL),
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-- CRM access (matching SALES_USER level for post-sale project visibility)
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('00000004-0000-0000-0000-000000000000', 'a0030002-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0030006-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0030010-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0030014-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0030016-0000-0000-0000-000000000000', NULL),
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('00000004-0000-0000-0000-000000000000', 'a0030017-0000-0000-0000-000000000000', NULL)
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ON CONFLICT DO NOTHING;
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-- ============================================================================
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-- 4. TEST ACCOUNTS
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-- ============================================================================
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-- Passwords (bcrypt, cost=12):
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-- superadmin_demo / SuperAdmin@2026
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-- admin_demo / AdminAccess@2026
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-- sales_demo / SalesAccess@2026
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-- dev_demo / DevTesting@2026
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INSERT INTO users (id, username, email, password_hash, first_name, last_name, is_active, password_change_required) VALUES
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('00000000-0000-0000-0000-000000000001', 'superadmin_demo', 'superadmin@coastit.co.za',
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'$2b$12$C5hczK17I.bu6ILzmGW0U.UnFSdfTuDh42C8t16nxRKaUtXKkdWlC',
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'Super', 'Admin', TRUE, FALSE),
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('00000000-0000-0000-0000-000000000002', 'admin_demo', 'admin@coastit.co.za',
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'$2b$12$TCDq5.sXHA4kWelQPKO6DeQo.WW.NeTuNtOed57UdQ3lRs7.rdkNy',
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'System', 'Admin', TRUE, TRUE),
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('00000000-0000-0000-0000-000000000003', 'sales_demo', 'sales@coastit.co.za',
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'$2b$12$Xhh20UmTn.LTQAs4v4cHx.yQgvuYyNo6TkPaytQ1Q8o0oTPCtIj7W',
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'Sales', 'User', TRUE, TRUE),
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('00000000-0000-0000-0000-000000000004', 'dev_demo', 'dev@coastit.co.za',
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'$2b$12$ghyJFb17lXoFOCYUPB6Fk.q8wDNOJhq9OUPNzd5DKaZsDjCF2NBJa',
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'Dev', 'User', TRUE, TRUE)
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ON CONFLICT (username) WHERE (deleted_at IS NULL) DO NOTHING;
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-- Update the SUPER_ADMIN to set created_by to self (post-bootstrap)
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UPDATE users SET created_by = '00000000-0000-0000-0000-000000000001'
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WHERE id = '00000000-0000-0000-0000-000000000001' AND created_by IS NULL;
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-- Set created_by for other users (SUPER_ADMIN created them)
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UPDATE users SET created_by = '00000000-0000-0000-0000-000000000001'
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WHERE id IN ('00000000-0000-0000-0000-000000000002','00000000-0000-0000-0000-000000000003','00000000-0000-0000-0000-000000000004')
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AND created_by IS NULL;
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-- ============================================================================
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-- 5. ROLE ASSIGNMENTS
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-- ============================================================================
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-- Assign SUPER_ADMIN role to superadmin_demo (bootstrap — assigned_by NULL)
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INSERT INTO user_roles (user_id, role_id, assigned_by) VALUES
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('00000000-0000-0000-0000-000000000001', '00000001-0000-0000-0000-000000000000', NULL)
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ON CONFLICT DO NOTHING;
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-- Assign remaining roles (SUPER_ADMIN assigned them)
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INSERT INTO user_roles (user_id, role_id, assigned_by) VALUES
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('00000000-0000-0000-0000-000000000002', '00000002-0000-0000-0000-000000000000', '00000000-0000-0000-0000-000000000001'),
|
||||
('00000000-0000-0000-0000-000000000003', '00000003-0000-0000-0000-000000000000', '00000000-0000-0000-0000-000000000001'),
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||||
('00000000-0000-0000-0000-000000000004', '00000004-0000-0000-0000-000000000000', '00000000-0000-0000-0000-000000000001')
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ON CONFLICT DO NOTHING;
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||||
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-- ============================================================================
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-- 6. REFERENCE DATA
|
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-- ============================================================================
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-- Customer Statuses
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INSERT INTO customer_statuses (id, name, description, color, sort_order, is_default) VALUES
|
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('c0000000-0000-0000-0000-000000000001', 'Active', 'Customer in good standing', '#22C55E', 1, TRUE),
|
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('c0000000-0000-0000-0000-000000000002', 'Inactive', 'No recent activity', '#A0AEC0', 2, FALSE),
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('c0000000-0000-0000-0000-000000000003', 'At Risk', 'Showing signs of churn', '#F59E0B', 3, FALSE),
|
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('c0000000-0000-0000-0000-000000000004', 'Churned', 'Relationship ended', '#EF4444', 4, FALSE),
|
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('c0000000-0000-0000-0000-000000000005', 'VIP', 'High-value priority customer', '#8B5CF6', 0, FALSE)
|
||||
ON CONFLICT DO NOTHING;
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||||
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||||
-- Lead Sources
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INSERT INTO lead_sources (id, name, description) VALUES
|
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('d0000000-0000-0000-0000-000000000001', 'Website', 'Organic website traffic or web forms'),
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('d0000000-0000-0000-0000-000000000002', 'Referral', 'Referred by existing customer'),
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('d0000000-0000-0000-0000-000000000003', 'LinkedIn', 'LinkedIn outreach'),
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('d0000000-0000-0000-0000-000000000004', 'Email Campaign', 'Email marketing campaign'),
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||||
('d0000000-0000-0000-0000-000000000005', 'Trade Show', 'Event or trade show'),
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('d0000000-0000-0000-0000-000000000006', 'Cold Call', 'Outbound cold calling'),
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('d0000000-0000-0000-0000-000000000007', 'Partner', 'Channel partner referral'),
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||||
('d0000000-0000-0000-0000-000000000008', 'Social Media', 'Social media platforms'),
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||||
('d0000000-0000-0000-0000-000000000009', 'Advertisement', 'Paid advertising'),
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||||
('d0000000-0000-0000-0000-000000000010', 'Other', 'Other sources')
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Lead Stages
|
||||
INSERT INTO lead_stages (id, name, description, sort_order, probability) VALUES
|
||||
('e0000000-0000-0000-0000-000000000001', 'New', 'Newly captured lead', 1, 5),
|
||||
('e0000000-0000-0000-0000-000000000002', 'Contacted', 'Initial contact made', 2, 10),
|
||||
('e0000000-0000-0000-0000-000000000003', 'Qualified', 'Meets qualification criteria', 3, 25),
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||||
('e0000000-0000-0000-0000-000000000004', 'Interested', 'Shown interest', 4, 40),
|
||||
('e0000000-0000-0000-0000-000000000005', 'Demo Scheduled', 'Product demo scheduled', 5, 60),
|
||||
('e0000000-0000-0000-0000-000000000006', 'Negotiation', 'In price/terms negotiation', 6, 75),
|
||||
('e0000000-0000-0000-0000-000000000007', 'Closed Won', 'Successfully converted', 7, 100),
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||||
('e0000000-0000-0000-0000-000000000008', 'Closed Lost', 'Lead was lost', 8, 0)
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ON CONFLICT DO NOTHING;
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||||
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||||
-- Deal Stages
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||||
INSERT INTO deal_stages (id, name, description, sort_order, probability) VALUES
|
||||
('f0000000-0000-0000-0000-000000000001', 'Prospecting', 'Initial qualification', 1, 10),
|
||||
('f0000000-0000-0000-0000-000000000002', 'Discovery', 'Understanding needs', 2, 20),
|
||||
('f0000000-0000-0000-0000-000000000003', 'Proposal', 'Solution proposed', 3, 40),
|
||||
('f0000000-0000-0000-0000-000000000004', 'Negotiation', 'Commercial discussions', 4, 60),
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||||
('f0000000-0000-0000-0000-000000000005', 'Closing', 'Final stage before decision', 5, 80),
|
||||
('f0000000-0000-0000-0000-000000000006', 'Won', 'Deal closed won', 6, 100),
|
||||
('f0000000-0000-0000-0000-000000000007', 'Lost', 'Deal closed lost', 7, 0)
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Communication Types
|
||||
INSERT INTO communication_types (id, name, description, icon) VALUES
|
||||
('b0000000-0000-0000-0000-000000000001', 'Email', 'Email correspondence', 'mail'),
|
||||
('b0000000-0000-0000-0000-000000000002', 'Phone Call', 'Telephone conversation', 'phone'),
|
||||
('b0000000-0000-0000-0000-000000000003', 'Meeting', 'In-person or virtual meeting', 'users'),
|
||||
('b0000000-0000-0000-0000-000000000004', 'Chat', 'Instant messaging', 'message-circle'),
|
||||
('b0000000-0000-0000-0000-000000000005', 'SMS', 'Text message', 'message-square'),
|
||||
('b0000000-0000-0000-0000-000000000006', 'Video Call', 'Video conference', 'video'),
|
||||
('b0000000-0000-0000-0000-000000000007', 'Letter', 'Physical mail', 'file-text')
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Task Priorities
|
||||
INSERT INTO task_priorities (id, name, color, sort_order) VALUES
|
||||
('c0000000-0000-0000-0000-000000000001', 'Critical', '#EF4444', 1),
|
||||
('c0000000-0000-0000-0000-000000000002', 'High', '#F59E0B', 2),
|
||||
('c0000000-0000-0000-0000-000000000003', 'Medium', '#3B82F6', 3),
|
||||
('c0000000-0000-0000-0000-000000000004', 'Low', '#A0AEC0', 4)
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Invoice Statuses
|
||||
INSERT INTO invoice_statuses (id, name, description, color, sort_order) VALUES
|
||||
('d0000000-0000-0000-0000-000000000001', 'Draft', 'Invoice in draft state', '#A0AEC0', 1),
|
||||
('d0000000-0000-0000-0000-000000000002', 'Sent', 'Invoice sent to customer', '#3B82F6', 2),
|
||||
('d0000000-0000-0000-0000-000000000003', 'Paid', 'Payment received in full', '#22C55E', 3),
|
||||
('d0000000-0000-0000-0000-000000000004', 'Overdue', 'Payment past due date', '#EF4444', 4),
|
||||
('d0000000-0000-0000-0000-000000000005', 'Partially Paid', 'Partial payment received', '#F59E0B', 5),
|
||||
('d0000000-0000-0000-0000-000000000006', 'Cancelled', 'Invoice cancelled', '#6B7280', 6),
|
||||
('d0000000-0000-0000-0000-000000000007', 'Refunded', 'Payment refunded', '#8B5CF6', 7)
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Product Categories
|
||||
INSERT INTO product_categories (id, name, description, sort_order) VALUES
|
||||
('e0000000-0000-0000-0000-000000000001', 'Software', 'Software products and licenses', 1),
|
||||
('e0000000-0000-0000-0000-000000000002', 'Hardware', 'Physical hardware products', 2),
|
||||
('e0000000-0000-0000-0000-000000000003', 'Services', 'Professional services', 3),
|
||||
('e0000000-0000-0000-0000-000000000004', 'Subscription', 'Recurring subscription plans', 4),
|
||||
('e0000000-0000-0000-0000-000000000005', 'Training', 'Training and certification', 5)
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- ============================================================================
|
||||
-- 7. SAMPLE CRM DATA (for demo purposes)
|
||||
-- ============================================================================
|
||||
|
||||
-- Sample Products
|
||||
INSERT INTO products (id, category_id, name, description, sku, unit_price, cost_price) VALUES
|
||||
('f0000000-0000-0000-0000-000000000001', 'e0000000-0000-0000-0000-000000000001', 'CRM Pro License', 'Enterprise CRM license per user/year', 'SW-CRM-001', 1200.00, 300.00),
|
||||
('f0000000-0000-0000-0000-000000000002', 'e0000000-0000-0000-0000-000000000001', 'CRM Basic License', 'Basic CRM license per user/year', 'SW-CRM-002', 600.00, 150.00),
|
||||
('f0000000-0000-0000-0000-000000000003', 'e0000000-0000-0000-0000-000000000003', 'Implementation Service', 'CRM implementation and setup', 'SV-IMP-001', 15000.00, 7500.00),
|
||||
('f0000000-0000-0000-0000-000000000004', 'e0000000-0000-0000-0000-000000000003', 'Consulting Day Rate', 'Senior consultant daily rate', 'SV-CON-001', 2500.00, 1000.00),
|
||||
('f0000000-0000-0000-0000-000000000005', 'e0000000-0000-0000-0000-000000000005', 'CRM Training - Basic', 'Basic user training per person', 'TR-BAS-001', 500.00, 200.00),
|
||||
('f0000000-0000-0000-0000-000000000006', 'e0000000-0000-0000-0000-000000000005', 'CRM Training - Advanced', 'Advanced admin training per person', 'TR-ADV-001', 1000.00, 400.00)
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Sample Customers
|
||||
INSERT INTO customers (id, customer_type, status_id, owner_id, source, tags, score) VALUES
|
||||
('a0000000-0000-0000-0000-000000000001', 'company', 'c0000000-0000-0000-0000-000000000001',
|
||||
'00000000-0000-0000-0000-000000000003', 'Website', ARRAY['tech','enterprise'], 85),
|
||||
('a0000000-0000-0000-0000-000000000002', 'individual', 'c0000000-0000-0000-0000-000000000001',
|
||||
'00000000-0000-0000-0000-000000000003', 'Referral', ARRAY['retail'], 60),
|
||||
('a0000000-0000-0000-0000-000000000003', 'company', 'c0000000-0000-0000-0000-000000000005',
|
||||
'00000000-0000-0000-0000-000000000003', 'LinkedIn', ARRAY['finance','enterprise','vip'], 95),
|
||||
('a0000000-0000-0000-0000-000000000004', 'individual', 'c0000000-0000-0000-0000-000000000002',
|
||||
'00000000-0000-0000-0000-000000000003', 'Email Campaign', ARRAY['education'], 15)
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Company details
|
||||
INSERT INTO company_customers (customer_id, company_name, registration_number, tax_id, website, industry, company_size, annual_revenue) VALUES
|
||||
('a0000000-0000-0000-0000-000000000001', 'TechCorp International', 'REG-2024-001', 'TAX-987654', 'https://techcorp.example.com', 'Technology', '500-1000', 50000000.00),
|
||||
('a0000000-0000-0000-0000-000000000003', 'FinServ Group', 'REG-2024-002', 'TAX-123456', 'https://finserv.example.com', 'Financial Services', '1000-5000', 250000000.00)
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Individual details
|
||||
INSERT INTO individual_customers (customer_id, first_name, last_name, job_title, company_name) VALUES
|
||||
('a0000000-0000-0000-0000-000000000002', 'Michael', 'Brown', 'Store Owner', 'Browns Retail Shop'),
|
||||
('a0000000-0000-0000-0000-000000000004', 'Sarah', 'Davis', 'Professor', 'State University')
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Contact Information
|
||||
INSERT INTO contact_information (customer_id, type, value, is_primary) VALUES
|
||||
('a0000000-0000-0000-0000-000000000001', 'email', 'contact@techcorp.example.com', TRUE),
|
||||
('a0000000-0000-0000-0000-000000000001', 'phone', '+1-555-0200', TRUE),
|
||||
('a0000000-0000-0000-0000-000000000002', 'email', 'michael.brown@email.example.com', TRUE),
|
||||
('a0000000-0000-0000-0000-000000000002', 'mobile', '+1-555-0201', TRUE),
|
||||
('a0000000-0000-0000-0000-000000000003', 'email', 'info@finserv.example.com', TRUE),
|
||||
('a0000000-0000-0000-0000-000000000003', 'phone', '+1-555-0202', TRUE),
|
||||
('a0000000-0000-0000-0000-000000000004', 'email', 'sarah.davis@email.example.com', TRUE)
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Sample Leads
|
||||
INSERT INTO leads (id, source_id, stage_id, assigned_to, company_name, contact_name, email, interest_level, score) VALUES
|
||||
('c0010000-0000-0000-0000-000000000001', 'd0000000-0000-0000-0000-000000000001', 'e0000000-0000-0000-0000-000000000004',
|
||||
'00000000-0000-0000-0000-000000000003', 'DataFlow Analytics', 'David Miller', 'david@dataflow.example.com', 'high', 70),
|
||||
('c0010000-0000-0000-0000-000000000002', 'd0000000-0000-0000-0000-000000000004', 'e0000000-0000-0000-0000-000000000003',
|
||||
'00000000-0000-0000-0000-000000000003', 'GreenEarth Nonprofit', 'Emma Green', 'emma@greenearth.example.com', 'medium', 45)
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Sample Opportunities
|
||||
INSERT INTO opportunities (id, customer_id, stage_id, owner_id, name, estimated_revenue, probability, expected_close_date) VALUES
|
||||
('d0010000-0000-0000-0000-000000000001', 'a0000000-0000-0000-0000-000000000001', 'f0000000-0000-0000-0000-000000000005',
|
||||
'00000000-0000-0000-0000-000000000003', 'TechCorp - Annual Renewal', 120000.00, 80, '2024-12-31'),
|
||||
('d0010000-0000-0000-0000-000000000002', 'a0000000-0000-0000-0000-000000000003', 'f0000000-0000-0000-0000-000000000003',
|
||||
'00000000-0000-0000-0000-000000000003', 'FinServ - Enterprise Upgrade', 250000.00, 40, '2025-03-15')
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- Sample Tasks
|
||||
INSERT INTO tasks (id, customer_id, opportunity_id, assigned_to, assigned_by, title, priority_id, status, due_date) VALUES
|
||||
('e0010000-0000-0000-0000-000000000001', 'a0000000-0000-0000-0000-000000000001', 'd0010000-0000-0000-0000-000000000001',
|
||||
'00000000-0000-0000-0000-000000000003', '00000000-0000-0000-0000-000000000001',
|
||||
'Prepare renewal proposal for TechCorp', 'c0000000-0000-0000-0000-000000000001', 'in_progress', NOW() + INTERVAL '7 days'),
|
||||
('e0010000-0000-0000-0000-000000000002', 'a0000000-0000-0000-0000-000000000003', 'd0010000-0000-0000-0000-000000000002',
|
||||
'00000000-0000-0000-0000-000000000003', '00000000-0000-0000-0000-000000000001',
|
||||
'Schedule FinServ executive meeting', 'c0000000-0000-0000-0000-000000000002', 'pending', NOW() + INTERVAL '3 days')
|
||||
ON CONFLICT DO NOTHING;
|
||||
Reference in New Issue
Block a user