Kanban board, Project Management, Proposals/Quotes, Time Tracking, Custom Fields

- 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
2026-07-01 11:18:59 +02:00
parent 5d971dc749
commit 545065b527
38 changed files with 3770 additions and 4 deletions
@@ -0,0 +1,119 @@
+-- ============================================================================
+-- Proposal/Quote Builder + Time Tracking
+-- ============================================================================
+
+-- ── Proposals / Quotes ──────────────────────────────────────────────────
+
+CREATE TABLE IF NOT EXISTS proposal_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,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+INSERT INTO proposal_statuses (name, color, sort_order) VALUES
+  ('Draft', '#6366f1', 1),
+  ('Sent', '#eab308', 2),
+  ('Viewed', '#22d3ee', 3),
+  ('Accepted', '#22c55e', 4),
+  ('Declined', '#ef4444', 5),
+  ('Expired', '#a1a1aa', 6)
+ON CONFLICT (name) DO NOTHING;
+
+CREATE TABLE IF NOT EXISTS proposals (
+    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+    lead_id UUID REFERENCES leads(id),
+    customer_id UUID REFERENCES customers(id),
+    opportunity_id UUID REFERENCES opportunities(id),
+    title VARCHAR(255) NOT NULL,
+    proposal_number VARCHAR(50) NOT NULL,
+    status_id UUID NOT NULL REFERENCES proposal_statuses(id),
+    content JSONB,
+    subtotal DECIMAL(15,2) NOT NULL DEFAULT 0,
+    tax_percent DECIMAL(5,2) DEFAULT 15,
+    tax_amount DECIMAL(15,2) DEFAULT 0,
+    total_amount DECIMAL(15,2) NOT NULL DEFAULT 0,
+    valid_until DATE,
+    notes TEXT,
+    terms TEXT DEFAULT 'Payment due within 30 days. 50% deposit required to commence work.',
+    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 UNIQUE INDEX IF NOT EXISTS uq_proposal_number ON proposals(proposal_number) WHERE deleted_at IS NULL;
+CREATE INDEX idx_proposals_customer ON proposals(customer_id) WHERE deleted_at IS NULL;
+CREATE INDEX idx_proposals_lead ON proposals(lead_id) WHERE deleted_at IS NULL;
+CREATE INDEX idx_proposals_status ON proposals(status_id) WHERE deleted_at IS NULL;
+CREATE INDEX idx_proposals_created ON proposals(created_at) WHERE deleted_at IS NULL;
+
+CREATE TABLE IF NOT EXISTS proposal_items (
+    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+    proposal_id UUID NOT NULL REFERENCES proposals(id) ON DELETE CASCADE,
+    product_id UUID REFERENCES products(id),
+    description TEXT NOT NULL,
+    quantity INT NOT NULL DEFAULT 1 CHECK (quantity > 0),
+    unit_price DECIMAL(15,2) NOT NULL CHECK (unit_price >= 0),
+    discount_percent DECIMAL(5,2) NOT NULL DEFAULT 0 CHECK (discount_percent >= 0 AND discount_percent <= 100),
+    total_price DECIMAL(15,2) NOT NULL CHECK (total_price >= 0),
+    sort_order INT NOT NULL DEFAULT 0,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_proposal_items_proposal ON proposal_items(proposal_id);
+
+CREATE TABLE IF NOT EXISTS proposal_signatures (
+    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+    proposal_id UUID NOT NULL REFERENCES proposals(id) ON DELETE CASCADE,
+    signatory_name VARCHAR(255) NOT NULL,
+    signatory_email VARCHAR(255) NOT NULL,
+    signature_data TEXT,
+    ip_address INET,
+    signed_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    is_valid BOOLEAN NOT NULL DEFAULT TRUE
+);
+
+CREATE INDEX idx_proposal_signatures_proposal ON proposal_signatures(proposal_id);
+
+-- ── Time Tracking ──────────────────────────────────────────────────────
+
+CREATE TABLE IF NOT EXISTS time_entries (
+    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+    user_id UUID NOT NULL REFERENCES users(id),
+    project_id UUID REFERENCES projects(id),
+    milestone_id UUID REFERENCES project_milestones(id),
+    task_id UUID REFERENCES tasks(id),
+    description TEXT,
+    date DATE NOT NULL DEFAULT CURRENT_DATE,
+    start_time TIMESTAMPTZ,
+    end_time TIMESTAMPTZ,
+    duration_minutes INT NOT NULL CHECK (duration_minutes > 0),
+    billable BOOLEAN NOT NULL DEFAULT TRUE,
+    hourly_rate DECIMAL(15,2),
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX idx_time_entries_user ON time_entries(user_id);
+CREATE INDEX idx_time_entries_project ON time_entries(project_id);
+CREATE INDEX idx_time_entries_date ON time_entries(date);
+CREATE INDEX idx_time_entries_billable ON time_entries(billable) WHERE billable = TRUE;
+
+-- Seed sample time entry
+DO $$
+DECLARE
+  v_user_id UUID;
+  v_project_id UUID;
+BEGIN
+  SELECT id INTO v_user_id FROM users LIMIT 1;
+  SELECT id INTO v_project_id FROM projects LIMIT 1;
+  IF v_user_id IS NOT NULL AND v_project_id IS NOT NULL AND NOT EXISTS (SELECT 1 FROM time_entries) THEN
+    INSERT INTO time_entries (user_id, project_id, description, date, duration_minutes, billable, hourly_rate)
+    VALUES
+      (v_user_id, v_project_id, 'Initial planning and requirements gathering', CURRENT_DATE - 2, 240, TRUE, 1500),
+      (v_user_id, v_project_id, 'Wireframe design', CURRENT_DATE - 1, 180, TRUE, 1500),
+      (v_user_id, v_project_id, 'Team standup and sprint planning', CURRENT_DATE, 60, FALSE, NULL);
+  END IF;
+END $$;