Kanban board, Project Management, Proposals/Quotes, Time Tracking, Custom Fields
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
This commit is contained in:
2026-07-01 11:18:59 +02:00
parent 5d971dc749
commit 545065b527
38 changed files with 3770 additions and 4 deletions
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-- ============================================================================
-- Project Management — Post-sale project tracking with milestones
-- ============================================================================
CREATE TABLE IF NOT EXISTS project_statuses (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
name VARCHAR(50) NOT NULL UNIQUE,
color VARCHAR(7),
sort_order INT NOT NULL DEFAULT 0,
is_active BOOLEAN NOT NULL DEFAULT TRUE,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS projects (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
customer_id UUID NOT NULL REFERENCES customers(id),
opportunity_id UUID REFERENCES opportunities(id),
owner_id UUID NOT NULL REFERENCES users(id),
name VARCHAR(255) NOT NULL,
description TEXT,
status_id UUID NOT NULL REFERENCES project_statuses(id),
start_date DATE,
target_end_date DATE,
actual_end_date DATE,
budget DECIMAL(15,2),
created_by UUID NOT NULL REFERENCES users(id),
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
deleted_at TIMESTAMPTZ
);
CREATE INDEX idx_projects_customer ON projects(customer_id) WHERE deleted_at IS NULL;
CREATE INDEX idx_projects_owner ON projects(owner_id) WHERE deleted_at IS NULL;
CREATE INDEX idx_projects_status ON projects(status_id) WHERE deleted_at IS NULL;
CREATE INDEX idx_projects_created ON projects(created_at) WHERE deleted_at IS NULL;
CREATE TABLE IF NOT EXISTS project_milestones (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
project_id UUID NOT NULL REFERENCES projects(id) ON DELETE CASCADE,
name VARCHAR(255) NOT NULL,
description TEXT,
sort_order INT NOT NULL DEFAULT 0,
status VARCHAR(20) NOT NULL DEFAULT 'pending',
start_date DATE,
due_date DATE,
completed_at TIMESTAMPTZ,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
CONSTRAINT chk_milestone_status CHECK (status IN ('pending','in_progress','completed','cancelled'))
);
CREATE INDEX idx_milestones_project ON project_milestones(project_id);
CREATE INDEX idx_milestones_status ON project_milestones(status);
CREATE INDEX idx_milestones_due ON project_milestones(due_date);
ALTER TABLE tasks ADD COLUMN IF NOT EXISTS project_id UUID REFERENCES projects(id) ON DELETE CASCADE;
ALTER TABLE tasks ADD COLUMN IF NOT EXISTS milestone_id UUID REFERENCES project_milestones(id) ON DELETE SET NULL;
CREATE INDEX IF NOT EXISTS idx_tasks_project ON tasks(project_id) WHERE project_id IS NOT NULL AND deleted_at IS NULL;
CREATE INDEX IF NOT EXISTS idx_tasks_milestone ON tasks(milestone_id) WHERE milestone_id IS NOT NULL AND deleted_at IS NULL;
-- Seed project statuses
INSERT INTO project_statuses (name, color, sort_order) VALUES
('Planning', '#6366f1', 1),
('In Progress', '#22c55e', 2),
('Review', '#eab308', 3),
('Completed', '#22d3ee', 4),
('On Hold', '#f97316', 5),
('Cancelled', '#ef4444', 6)
ON CONFLICT (name) DO NOTHING;
-- Seed a sample project from the existing TechCorp opportunity
DO $$
DECLARE
v_customer_id UUID;
v_opportunity_id UUID;
v_owner_id UUID;
v_planning_id UUID;
v_progress_id UUID;
v_project_id UUID;
BEGIN
SELECT id INTO v_customer_id FROM customers LIMIT 1;
SELECT id INTO v_opportunity_id FROM opportunities LIMIT 1;
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;
IF v_owner_id IS NULL THEN SELECT id INTO v_owner_id FROM users LIMIT 1; END IF;
SELECT id INTO v_planning_id FROM project_statuses WHERE name = 'Planning';
SELECT id INTO v_progress_id FROM project_statuses WHERE name = 'In Progress';
IF v_customer_id IS NOT NULL AND NOT EXISTS (SELECT 1 FROM projects WHERE name = 'TechCorp Website Redesign') THEN
INSERT INTO projects (customer_id, opportunity_id, owner_id, name, description, status_id, start_date, target_end_date, budget, created_by)
VALUES (v_customer_id, v_opportunity_id, v_owner_id, 'TechCorp Website Redesign',
'Full website redesign including homepage, services pages, and contact forms',
v_planning_id, CURRENT_DATE, CURRENT_DATE + INTERVAL '60 days', 25000.00, v_owner_id)
RETURNING id INTO v_project_id;
INSERT INTO project_milestones (project_id, name, description, sort_order, status, start_date, due_date) VALUES
(v_project_id, 'Requirements & Wireframes', 'Gather requirements, create wireframes for approval', 1, 'in_progress', CURRENT_DATE, CURRENT_DATE + INTERVAL '10 days'),
(v_project_id, 'Design Mockups', 'Create visual design mockups for all pages', 2, 'pending', CURRENT_DATE + INTERVAL '10 days', CURRENT_DATE + INTERVAL '20 days'),
(v_project_id, 'Frontend Development', 'Build responsive frontend components', 3, 'pending', CURRENT_DATE + INTERVAL '20 days', CURRENT_DATE + INTERVAL '35 days'),
(v_project_id, 'Backend Integration', 'Integrate CMS, forms, and email functionality', 4, 'pending', CURRENT_DATE + INTERVAL '35 days', CURRENT_DATE + INTERVAL '45 days'),
(v_project_id, 'Testing & QA', 'Cross-browser testing, performance optimization', 5, 'pending', CURRENT_DATE + INTERVAL '45 days', CURRENT_DATE + INTERVAL '55 days'),
(v_project_id, 'Launch', 'Deploy to production, final sign-off', 6, 'pending', CURRENT_DATE + INTERVAL '55 days', CURRENT_DATE + INTERVAL '60 days');
END IF;
END $$;