Merge branch 'main' of https://git.coastit.co.za/caitlin/CRM_ENVR

2026-06-23 10:01:52 +02:00
parent 491ff52b90 1adc4806fa
commit cc56fe6286
853 changed files with 422644 additions and 1054 deletions
@@ -22,7 +22,7 @@ $$ LANGUAGE plpgsql;
 -- 1. AUTHENTICATION & ROLE MANAGEMENT
 -- ============================================================================

-CREATE TABLE roles (
+CREATE TABLE IF NOT EXISTS roles (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    name VARCHAR(50) NOT NULL,
    display_name VARCHAR(100),
@@ -35,7 +35,7 @@ CREATE TABLE roles (

 CREATE UNIQUE INDEX uq_roles_name ON roles(name);

-CREATE TABLE permissions (
+CREATE TABLE IF NOT EXISTS permissions (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    resource VARCHAR(100) NOT NULL,
    action VARCHAR(50) NOT NULL,
@@ -46,7 +46,7 @@ CREATE TABLE permissions (

 CREATE UNIQUE INDEX uq_permissions ON permissions(resource, action);

-CREATE TABLE role_permissions (
+CREATE TABLE IF NOT EXISTS role_permissions (
    role_id UUID NOT NULL REFERENCES roles(id) ON DELETE CASCADE,
    permission_id UUID NOT NULL REFERENCES permissions(id) ON DELETE CASCADE,
    granted_by UUID,
@@ -54,7 +54,7 @@ CREATE TABLE role_permissions (
    PRIMARY KEY (role_id, permission_id)
 );

-CREATE TABLE users (
+CREATE TABLE IF NOT EXISTS users (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    username VARCHAR(100) NOT NULL,
    email VARCHAR(255) NOT NULL,
@@ -83,7 +83,7 @@ CREATE INDEX idx_users_is_active ON users(is_active) WHERE deleted_at IS NULL;
 CREATE INDEX idx_users_is_locked ON users(is_locked) WHERE is_locked = TRUE AND deleted_at IS NULL;
 CREATE INDEX idx_users_created_by ON users(created_by);

-CREATE TABLE user_roles (
+CREATE TABLE IF NOT EXISTS user_roles (
    user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
    role_id UUID NOT NULL REFERENCES roles(id) ON DELETE CASCADE,
    assigned_by UUID REFERENCES users(id),
@@ -98,7 +98,7 @@ CREATE INDEX idx_user_roles_role ON user_roles(role_id);
 -- 2. BAN & SUSPENSION SYSTEM
 -- ============================================================================

-CREATE TABLE banned_users (
+CREATE TABLE IF NOT EXISTS banned_users (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    banned_user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
    banned_by UUID NOT NULL REFERENCES users(id),
@@ -122,7 +122,7 @@ CREATE INDEX idx_banned_users_active ON banned_users(banned_user_id)
    WHERE is_reversed = FALSE;
 CREATE INDEX idx_banned_users_banned_by ON banned_users(banned_by);

-CREATE TABLE suspended_users (
+CREATE TABLE IF NOT EXISTS suspended_users (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    suspended_user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
    suspended_by UUID NOT NULL REFERENCES users(id),
@@ -145,7 +145,7 @@ CREATE INDEX idx_suspended_users_suspended_by ON suspended_users(suspended_by);
 -- 3. SESSION & LOGIN MANAGEMENT
 -- ============================================================================

-CREATE TABLE sessions (
+CREATE TABLE IF NOT EXISTS sessions (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
    token_hash VARCHAR(255) NOT NULL,
@@ -161,7 +161,7 @@ CREATE INDEX idx_sessions_user ON sessions(user_id) WHERE is_active = TRUE;
 CREATE UNIQUE INDEX uq_sessions_token ON sessions(token_hash);
 CREATE INDEX idx_sessions_expires ON sessions(expires_at) WHERE is_active = TRUE;

-CREATE TABLE login_attempts (
+CREATE TABLE IF NOT EXISTS login_attempts (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    user_id UUID REFERENCES users(id),
    username_attempted VARCHAR(100) NOT NULL,
@@ -181,7 +181,7 @@ CREATE INDEX idx_login_attempts_time ON login_attempts(attempted_at DESC);
 -- 4. CUSTOMER MANAGEMENT
 -- ============================================================================

-CREATE TABLE customer_statuses (
+CREATE TABLE IF NOT EXISTS customer_statuses (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    name VARCHAR(100) NOT NULL,
    description TEXT,
@@ -196,7 +196,7 @@ CREATE TABLE customer_statuses (

 CREATE UNIQUE INDEX uq_customer_statuses_name ON customer_statuses(name) WHERE deleted_at IS NULL;

-CREATE TABLE customers (
+CREATE TABLE IF NOT EXISTS customers (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_type VARCHAR(20) NOT NULL,
    status_id UUID NOT NULL REFERENCES customer_statuses(id),
@@ -218,7 +218,7 @@ CREATE INDEX idx_customers_score ON customers(score DESC) WHERE deleted_at IS NU
 CREATE INDEX idx_customers_tags ON customers USING GIN(tags) WHERE deleted_at IS NULL;
 CREATE INDEX idx_customers_created ON customers(created_at DESC) WHERE deleted_at IS NULL;

-CREATE TABLE individual_customers (
+CREATE TABLE IF NOT EXISTS individual_customers (
    customer_id UUID PRIMARY KEY REFERENCES customers(id) ON DELETE CASCADE,
    first_name VARCHAR(100) NOT NULL,
    last_name VARCHAR(100) NOT NULL,
@@ -233,7 +233,7 @@ CREATE TABLE individual_customers (

 CREATE INDEX idx_individual_names ON individual_customers(last_name, first_name);

-CREATE TABLE company_customers (
+CREATE TABLE IF NOT EXISTS company_customers (
    customer_id UUID PRIMARY KEY REFERENCES customers(id) ON DELETE CASCADE,
    company_name VARCHAR(255) NOT NULL,
    registration_number VARCHAR(100),
@@ -250,7 +250,7 @@ CREATE TABLE company_customers (
 CREATE INDEX idx_company_name ON company_customers(company_name);
 CREATE INDEX idx_company_industry ON company_customers(industry);

-CREATE TABLE contact_information (
+CREATE TABLE IF NOT EXISTS contact_information (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
    type VARCHAR(20) NOT NULL,
@@ -270,7 +270,7 @@ CREATE INDEX idx_contacts_type ON contact_information(type) WHERE deleted_at IS
 CREATE INDEX idx_contacts_value ON contact_information(value) WHERE deleted_at IS NULL;
 CREATE UNIQUE INDEX uq_contacts_primary ON contact_information(customer_id, type) WHERE is_primary = TRUE AND deleted_at IS NULL;

-CREATE TABLE addresses (
+CREATE TABLE IF NOT EXISTS addresses (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
    address_type VARCHAR(20) NOT NULL,
@@ -294,7 +294,7 @@ CREATE INDEX idx_addresses_country ON addresses(country) WHERE deleted_at IS NUL
 CREATE INDEX idx_addresses_city ON addresses(city) WHERE deleted_at IS NULL;
 CREATE UNIQUE INDEX uq_addresses_primary ON addresses(customer_id, address_type) WHERE is_primary = TRUE AND deleted_at IS NULL;

-CREATE TABLE customer_notes (
+CREATE TABLE IF NOT EXISTS customer_notes (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
    author_id UUID NOT NULL REFERENCES users(id),
@@ -315,7 +315,7 @@ CREATE INDEX idx_notes_pinned ON customer_notes(is_pinned) WHERE is_pinned = TRU
 -- 5. CUSTOMER & INCIDENT REPORTS
 -- ============================================================================

-CREATE TABLE customer_reports (
+CREATE TABLE IF NOT EXISTS customer_reports (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_id UUID NOT NULL REFERENCES customers(id),
    reported_by UUID NOT NULL REFERENCES users(id),
@@ -339,7 +339,7 @@ CREATE INDEX idx_customer_reports_reported_by ON customer_reports(reported_by);
 CREATE INDEX idx_customer_reports_status ON customer_reports(status);
 CREATE INDEX idx_customer_reports_severity ON customer_reports(severity);

-CREATE TABLE incident_reports (
+CREATE TABLE IF NOT EXISTS incident_reports (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    reported_by UUID NOT NULL REFERENCES users(id),
    target_user_id UUID REFERENCES users(id),
@@ -368,7 +368,7 @@ CREATE INDEX idx_incident_reports_severity ON incident_reports(severity);
 -- 6. LEAD MANAGEMENT
 -- ============================================================================

-CREATE TABLE lead_sources (
+CREATE TABLE IF NOT EXISTS lead_sources (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    name VARCHAR(100) NOT NULL,
    description TEXT,
@@ -380,7 +380,7 @@ CREATE TABLE lead_sources (

 CREATE UNIQUE INDEX uq_lead_sources_name ON lead_sources(name) WHERE deleted_at IS NULL;

-CREATE TABLE lead_stages (
+CREATE TABLE IF NOT EXISTS lead_stages (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    name VARCHAR(100) NOT NULL,
    description TEXT,
@@ -395,7 +395,7 @@ CREATE TABLE lead_stages (
 CREATE UNIQUE INDEX uq_lead_stages_name ON lead_stages(name) WHERE deleted_at IS NULL;
 CREATE INDEX idx_lead_stages_sort ON lead_stages(sort_order);

-CREATE TABLE leads (
+CREATE TABLE IF NOT EXISTS leads (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    source_id UUID REFERENCES lead_sources(id),
    stage_id UUID NOT NULL REFERENCES lead_stages(id),
@@ -431,7 +431,7 @@ CREATE INDEX idx_leads_converted ON leads(converted_customer_id) WHERE converted
 CREATE INDEX idx_leads_email ON leads(email) WHERE deleted_at IS NULL;
 CREATE INDEX idx_leads_active ON leads(stage_id, assigned_to) WHERE deleted_at IS NULL AND converted_customer_id IS NULL;

-CREATE TABLE lead_conversions (
+CREATE TABLE IF NOT EXISTS lead_conversions (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    lead_id UUID NOT NULL REFERENCES leads(id) ON DELETE CASCADE,
    customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
@@ -447,7 +447,7 @@ CREATE INDEX idx_lead_conversions_customer ON lead_conversions(customer_id);
 -- 7. PRODUCT CATALOG
 -- ============================================================================

-CREATE TABLE product_categories (
+CREATE TABLE IF NOT EXISTS product_categories (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    name VARCHAR(255) NOT NULL,
    description TEXT,
@@ -462,7 +462,7 @@ CREATE TABLE product_categories (
 CREATE UNIQUE INDEX uq_product_categories_name ON product_categories(name) WHERE deleted_at IS NULL;
 CREATE INDEX idx_product_categories_parent ON product_categories(parent_id);

-CREATE TABLE products (
+CREATE TABLE IF NOT EXISTS products (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    category_id UUID REFERENCES product_categories(id),
    name VARCHAR(255) NOT NULL,
@@ -487,7 +487,7 @@ CREATE INDEX idx_products_active ON products(is_active) WHERE deleted_at IS NULL
 -- 8. SALES PIPELINE
 -- ============================================================================

-CREATE TABLE deal_stages (
+CREATE TABLE IF NOT EXISTS deal_stages (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    name VARCHAR(100) NOT NULL,
    description TEXT,
@@ -502,7 +502,7 @@ CREATE TABLE deal_stages (
 CREATE UNIQUE INDEX uq_deal_stages_name ON deal_stages(name) WHERE deleted_at IS NULL;
 CREATE INDEX idx_deal_stages_sort ON deal_stages(sort_order);

-CREATE TABLE opportunities (
+CREATE TABLE IF NOT EXISTS opportunities (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_id UUID NOT NULL REFERENCES customers(id),
    lead_id UUID REFERENCES leads(id),
@@ -530,7 +530,7 @@ CREATE INDEX idx_opportunities_won ON opportunities(is_won) WHERE deleted_at IS
 CREATE INDEX idx_opportunities_created ON opportunities(created_at DESC) WHERE deleted_at IS NULL;
 CREATE INDEX idx_opportunities_owner_stage ON opportunities(owner_id, stage_id) WHERE deleted_at IS NULL AND is_won IS NULL;

-CREATE TABLE opportunity_products (
+CREATE TABLE IF NOT EXISTS opportunity_products (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    opportunity_id UUID NOT NULL REFERENCES opportunities(id) ON DELETE CASCADE,
    product_id UUID NOT NULL REFERENCES products(id),
@@ -549,7 +549,7 @@ CREATE INDEX idx_opp_products_product ON opportunity_products(product_id);
 -- 9. COMMUNICATION TRACKING
 -- ============================================================================

-CREATE TABLE communication_types (
+CREATE TABLE IF NOT EXISTS communication_types (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    name VARCHAR(50) NOT NULL,
    description TEXT,
@@ -561,7 +561,7 @@ CREATE TABLE communication_types (

 CREATE UNIQUE INDEX uq_comm_types_name ON communication_types(name);

-CREATE TABLE communications (
+CREATE TABLE IF NOT EXISTS communications (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_id UUID NOT NULL REFERENCES customers(id),
    opportunity_id UUID REFERENCES opportunities(id),
@@ -585,7 +585,7 @@ CREATE INDEX idx_communications_type ON communications(type_id) WHERE deleted_at
 CREATE INDEX idx_communications_created_by ON communications(created_by) WHERE deleted_at IS NULL;
 CREATE INDEX idx_communications_started ON communications(started_at) WHERE deleted_at IS NULL;

-CREATE TABLE communication_participants (
+CREATE TABLE IF NOT EXISTS communication_participants (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    communication_id UUID NOT NULL REFERENCES communications(id) ON DELETE CASCADE,
    user_id UUID REFERENCES users(id),
@@ -602,7 +602,7 @@ CREATE INDEX idx_comm_participants_user ON communication_participants(user_id);
 -- 10. TASKS AND ACTIVITIES
 -- ============================================================================

-CREATE TABLE task_priorities (
+CREATE TABLE IF NOT EXISTS task_priorities (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    name VARCHAR(50) NOT NULL,
    color VARCHAR(7),
@@ -613,7 +613,7 @@ CREATE TABLE task_priorities (

 CREATE UNIQUE INDEX uq_task_priorities_name ON task_priorities(name);

-CREATE TABLE tasks (
+CREATE TABLE IF NOT EXISTS tasks (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_id UUID REFERENCES customers(id),
    opportunity_id UUID REFERENCES opportunities(id),
@@ -645,7 +645,7 @@ CREATE INDEX idx_tasks_reminder ON tasks(reminder_at) WHERE reminder_sent = FALS
 -- 11. INVOICE SUPPORT
 -- ============================================================================

-CREATE TABLE invoice_statuses (
+CREATE TABLE IF NOT EXISTS invoice_statuses (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    name VARCHAR(50) NOT NULL,
    description TEXT,
@@ -657,7 +657,7 @@ CREATE TABLE invoice_statuses (

 CREATE UNIQUE INDEX uq_invoice_statuses_name ON invoice_statuses(name);

-CREATE TABLE invoices (
+CREATE TABLE IF NOT EXISTS invoices (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_id UUID NOT NULL REFERENCES customers(id),
    opportunity_id UUID REFERENCES opportunities(id),
@@ -689,7 +689,7 @@ CREATE INDEX idx_invoices_issued ON invoices(issued_date DESC) WHERE deleted_at
 CREATE INDEX idx_invoices_due ON invoices(due_date) WHERE deleted_at IS NULL;
 -- Skipped: cannot use NOW() in partial index predicate (not IMMUTABLE)

-CREATE TABLE invoice_items (
+CREATE TABLE IF NOT EXISTS invoice_items (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    invoice_id UUID NOT NULL REFERENCES invoices(id) ON DELETE CASCADE,
    product_id UUID REFERENCES products(id),
@@ -705,7 +705,7 @@ CREATE TABLE invoice_items (
 CREATE INDEX idx_invoice_items_invoice ON invoice_items(invoice_id);
 CREATE INDEX idx_invoice_items_product ON invoice_items(product_id);

-CREATE TABLE payments (
+CREATE TABLE IF NOT EXISTS payments (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    invoice_id UUID NOT NULL REFERENCES invoices(id),
    amount DECIMAL(15,2) NOT NULL CHECK (amount > 0),
@@ -729,7 +729,7 @@ CREATE INDEX idx_payments_transaction ON payments(transaction_id) WHERE transact
 -- 12. AUDIT LOGGING
 -- ============================================================================

-CREATE TABLE audit_logs (
+CREATE TABLE IF NOT EXISTS audit_logs (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    table_name VARCHAR(100) NOT NULL,
    record_id UUID NOT NULL,
@@ -755,7 +755,7 @@ CREATE INDEX idx_audit_session ON audit_logs(session_id);
 -- 13. DUPLICATE DETECTION
 -- ============================================================================

-CREATE TABLE customer_duplicates (
+CREATE TABLE IF NOT EXISTS customer_duplicates (
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
    customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
    duplicate_customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
@@ -810,11 +810,11 @@ BEGIN
          )
    LOOP
        EXECUTE format(
-            'CREATE TRIGGER trg_%I_updated_at
+            'DROP TRIGGER IF EXISTS trg_%I_updated_at ON %I; CREATE TRIGGER trg_%I_updated_at
             BEFORE UPDATE ON %I
             FOR EACH ROW
             EXECUTE FUNCTION update_updated_at_column()',
-            t, t
+            t, t, t, t
        );
    END LOOP;
 END;
@@ -885,6 +885,7 @@ BEGIN
 END;
 $$ LANGUAGE plpgsql SECURITY DEFINER;

+DROP TRIGGER IF EXISTS trg_enforce_create_user ON users;
 CREATE TRIGGER trg_enforce_create_user
    BEFORE INSERT ON users
    FOR EACH ROW
@@ -935,6 +936,7 @@ BEGIN
 END;
 $$ LANGUAGE plpgsql SECURITY DEFINER;

+DROP TRIGGER IF EXISTS trg_enforce_role_assignment ON user_roles;
 CREATE TRIGGER trg_enforce_role_assignment
    BEFORE INSERT ON user_roles
    FOR EACH ROW
@@ -973,7 +975,7 @@ BEGIN
        audit_action,
        CASE WHEN audit_action IN ('UPDATE', 'DELETE') THEN old_row ELSE NULL END,
        CASE WHEN audit_action IN ('CREATE', 'UPDATE') THEN new_row ELSE NULL END,
-        NULL
+        NULLIF(current_setting('app.current_user_id', true), '')
    );

    RETURN COALESCE(NEW, OLD);
@@ -998,6 +1000,7 @@ BEGIN
 END;
 $$ LANGUAGE plpgsql SECURITY DEFINER;

+DROP TRIGGER IF EXISTS trg_audit_ban ON banned_users;
 CREATE TRIGGER trg_audit_ban
    AFTER INSERT OR UPDATE ON banned_users
    FOR EACH ROW
@@ -1021,6 +1024,7 @@ BEGIN
 END;
 $$ LANGUAGE plpgsql SECURITY DEFINER;

+DROP TRIGGER IF EXISTS trg_audit_suspension ON suspended_users;
 CREATE TRIGGER trg_audit_suspension
    AFTER INSERT OR UPDATE ON suspended_users
    FOR EACH ROW
@@ -1051,6 +1055,7 @@ BEGIN
 END;
 $$ LANGUAGE plpgsql SECURITY DEFINER;

+DROP TRIGGER IF EXISTS trg_audit_login ON login_attempts;
 CREATE TRIGGER trg_audit_login
    AFTER INSERT ON login_attempts
    FOR EACH ROW
@@ -29,6 +29,8 @@ CREATE INDEX IF NOT EXISTS idx_messages_conversation_id ON messages(conversation
 CREATE INDEX IF NOT EXISTS idx_messages_created_at ON messages(created_at);
 CREATE INDEX IF NOT EXISTS idx_conversation_participants_user_id ON conversation_participants(user_id);

+CREATE INDEX IF NOT EXISTS idx_messages_conversation_created ON messages(conversation_id, created_at DESC);
+
 -- Seed conversations between superadmin and other users
 INSERT INTO conversations (id, created_at) VALUES
    ('c0000000-0000-0000-0000-000000000001', NOW() - INTERVAL '2 hours'),
@@ -4,6 +4,9 @@
 -- Usage: psql -U postgres -d crm -f run_all.sql
 -- ============================================================================

+BEGIN;
+\set ON_ERROR_STOP on
+
 \echo '=== Running 001_schema.sql (Tables + Constraints + Functions + Views) ==='
 \i 001_schema.sql

@@ -35,9 +38,4 @@
 \i 010_chat_notifications.sql

 \echo '=== Migration Complete ==='
-\echo ''
-\echo 'Test accounts created:'
-\echo '  superadmin_demo / SuperAdmin@2026'
-\echo '  admin_demo      / AdminAccess@2026'
-\echo '  sales_demo      / SalesAccess@2026'
-\echo '  dev_demo        / DevTesting@2026'
+COMMIT;