Kanban board, Project Management, Proposals/Quotes, Time Tracking, Custom Fields
Build & Auto-Repair / build (push) Has been cancelled
Build & Auto-Repair / build (push) Has been cancelled
- Kanban board with drag-and-drop per stage, colour-coded cards, score bars - Project Management with milestones, Gantt timeline, inline add milestone/task - Proposal/Quote builder with line items, VAT, terms, e-signature capture - Time Tracking with stopwatch, manual entry, hours-by-project chart - Custom Fields system: admin-defined fields per entity (leads/customers/ projects/opportunities) with drag-and-drop reordering in settings - Reusable CustomFieldsSection component for entity detail pages - Customers API endpoint - All builds pass with zero errors
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-- ============================================================================
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-- Project Management — Post-sale project tracking with milestones
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-- ============================================================================
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CREATE TABLE IF NOT EXISTS project_statuses (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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name VARCHAR(50) NOT NULL UNIQUE,
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color VARCHAR(7),
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sort_order INT NOT NULL DEFAULT 0,
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is_active BOOLEAN NOT NULL DEFAULT TRUE,
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
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);
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CREATE TABLE IF NOT EXISTS projects (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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customer_id UUID NOT NULL REFERENCES customers(id),
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opportunity_id UUID REFERENCES opportunities(id),
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owner_id UUID NOT NULL REFERENCES users(id),
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name VARCHAR(255) NOT NULL,
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description TEXT,
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status_id UUID NOT NULL REFERENCES project_statuses(id),
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start_date DATE,
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target_end_date DATE,
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actual_end_date DATE,
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budget DECIMAL(15,2),
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created_by UUID NOT NULL REFERENCES users(id),
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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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deleted_at TIMESTAMPTZ
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);
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CREATE INDEX idx_projects_customer ON projects(customer_id) WHERE deleted_at IS NULL;
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CREATE INDEX idx_projects_owner ON projects(owner_id) WHERE deleted_at IS NULL;
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CREATE INDEX idx_projects_status ON projects(status_id) WHERE deleted_at IS NULL;
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CREATE INDEX idx_projects_created ON projects(created_at) WHERE deleted_at IS NULL;
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CREATE TABLE IF NOT EXISTS project_milestones (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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project_id UUID NOT NULL REFERENCES projects(id) ON DELETE CASCADE,
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name VARCHAR(255) NOT NULL,
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description TEXT,
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sort_order INT NOT NULL DEFAULT 0,
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status VARCHAR(20) NOT NULL DEFAULT 'pending',
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start_date DATE,
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due_date DATE,
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completed_at TIMESTAMPTZ,
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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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CONSTRAINT chk_milestone_status CHECK (status IN ('pending','in_progress','completed','cancelled'))
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);
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CREATE INDEX idx_milestones_project ON project_milestones(project_id);
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CREATE INDEX idx_milestones_status ON project_milestones(status);
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CREATE INDEX idx_milestones_due ON project_milestones(due_date);
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ALTER TABLE tasks ADD COLUMN IF NOT EXISTS project_id UUID REFERENCES projects(id) ON DELETE CASCADE;
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ALTER TABLE tasks ADD COLUMN IF NOT EXISTS milestone_id UUID REFERENCES project_milestones(id) ON DELETE SET NULL;
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CREATE INDEX IF NOT EXISTS idx_tasks_project ON tasks(project_id) WHERE project_id IS NOT NULL AND deleted_at IS NULL;
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CREATE INDEX IF NOT EXISTS idx_tasks_milestone ON tasks(milestone_id) WHERE milestone_id IS NOT NULL AND deleted_at IS NULL;
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-- Seed project statuses
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INSERT INTO project_statuses (name, color, sort_order) VALUES
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('Planning', '#6366f1', 1),
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('In Progress', '#22c55e', 2),
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('Review', '#eab308', 3),
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('Completed', '#22d3ee', 4),
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('On Hold', '#f97316', 5),
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('Cancelled', '#ef4444', 6)
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ON CONFLICT (name) DO NOTHING;
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-- Seed a sample project from the existing TechCorp opportunity
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DO $$
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DECLARE
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v_customer_id UUID;
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v_opportunity_id UUID;
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v_owner_id UUID;
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v_planning_id UUID;
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v_progress_id UUID;
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v_project_id UUID;
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BEGIN
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SELECT id INTO v_customer_id FROM customers LIMIT 1;
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SELECT id INTO v_opportunity_id FROM opportunities LIMIT 1;
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SELECT u.id INTO v_owner_id FROM users u JOIN user_roles ur ON ur.user_id = u.id JOIN roles r ON r.id = ur.role_id WHERE r.name = 'SALES_USER' LIMIT 1;
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IF v_owner_id IS NULL THEN SELECT id INTO v_owner_id FROM users LIMIT 1; END IF;
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SELECT id INTO v_planning_id FROM project_statuses WHERE name = 'Planning';
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SELECT id INTO v_progress_id FROM project_statuses WHERE name = 'In Progress';
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IF v_customer_id IS NOT NULL AND NOT EXISTS (SELECT 1 FROM projects WHERE name = 'TechCorp Website Redesign') THEN
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INSERT INTO projects (customer_id, opportunity_id, owner_id, name, description, status_id, start_date, target_end_date, budget, created_by)
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VALUES (v_customer_id, v_opportunity_id, v_owner_id, 'TechCorp Website Redesign',
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'Full website redesign including homepage, services pages, and contact forms',
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v_planning_id, CURRENT_DATE, CURRENT_DATE + INTERVAL '60 days', 25000.00, v_owner_id)
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RETURNING id INTO v_project_id;
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INSERT INTO project_milestones (project_id, name, description, sort_order, status, start_date, due_date) VALUES
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(v_project_id, 'Requirements & Wireframes', 'Gather requirements, create wireframes for approval', 1, 'in_progress', CURRENT_DATE, CURRENT_DATE + INTERVAL '10 days'),
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(v_project_id, 'Design Mockups', 'Create visual design mockups for all pages', 2, 'pending', CURRENT_DATE + INTERVAL '10 days', CURRENT_DATE + INTERVAL '20 days'),
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(v_project_id, 'Frontend Development', 'Build responsive frontend components', 3, 'pending', CURRENT_DATE + INTERVAL '20 days', CURRENT_DATE + INTERVAL '35 days'),
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(v_project_id, 'Backend Integration', 'Integrate CMS, forms, and email functionality', 4, 'pending', CURRENT_DATE + INTERVAL '35 days', CURRENT_DATE + INTERVAL '45 days'),
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(v_project_id, 'Testing & QA', 'Cross-browser testing, performance optimization', 5, 'pending', CURRENT_DATE + INTERVAL '45 days', CURRENT_DATE + INTERVAL '55 days'),
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(v_project_id, 'Launch', 'Deploy to production, final sign-off', 6, 'pending', CURRENT_DATE + INTERVAL '55 days', CURRENT_DATE + INTERVAL '60 days');
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END IF;
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END $$;
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