-- ============================================================================ -- 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 $$;