Rene
545065b527
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
44 lines
2.8 KiB
SQL
44 lines
2.8 KiB
SQL
-- ============================================================================
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-- Custom Fields — Adaptable fields per entity type (leads, customers, etc.)
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-- ============================================================================
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CREATE TABLE IF NOT EXISTS custom_field_definitions (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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entity_type VARCHAR(50) NOT NULL,
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field_key VARCHAR(100) NOT NULL,
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field_label VARCHAR(255) NOT NULL,
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field_type VARCHAR(50) NOT NULL DEFAULT 'text',
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options JSONB,
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placeholder TEXT,
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default_value TEXT,
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section VARCHAR(100),
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is_required BOOLEAN NOT NULL DEFAULT FALSE,
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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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updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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CONSTRAINT uq_custom_field_entity_key UNIQUE (entity_type, field_key),
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CONSTRAINT chk_custom_field_type CHECK (field_type IN ('text','number','date','select','multi_select','boolean','url','email','phone'))
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);
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CREATE INDEX idx_custom_fields_entity ON custom_field_definitions(entity_type, is_active, sort_order);
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ALTER TABLE leads ADD COLUMN IF NOT EXISTS custom_fields JSONB DEFAULT '{}';
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ALTER TABLE customers ADD COLUMN IF NOT EXISTS custom_fields JSONB DEFAULT '{}';
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ALTER TABLE opportunities ADD COLUMN IF NOT EXISTS custom_fields JSONB DEFAULT '{}';
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ALTER TABLE projects ADD COLUMN IF NOT EXISTS custom_fields JSONB DEFAULT '{}';
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-- Seed sample fields
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INSERT INTO custom_field_definitions (entity_type, field_key, field_label, field_type, options, section, sort_order) VALUES
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('lead', 'service_type', 'Service Type', 'select', '["Web Development","Mobile App","SEO","Consulting","Retainer","Maintenance"]', 'Details', 1),
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('lead', 'budget_confirmed', 'Budget Confirmed', 'boolean', NULL, 'Details', 2),
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('lead', 'referral_source', 'Referral Source', 'text', NULL, 'Details', 3),
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('customer', 'industry_vertical', 'Industry Vertical', 'select', '["Fintech","Healthcare","E-commerce","Education","Real Estate","Hospitality","Other"]', 'Business', 1),
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('customer', 'vat_number', 'VAT Number', 'text', NULL, 'Business', 2),
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('project', 'project_type', 'Project Type', 'select', '["New Build","Redesign","Maintenance","Consulting","Retainer"]', 'Details', 1),
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('project', 'hosting_provider', 'Hosting Provider', 'text', NULL, 'Technical', 2),
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('project', 'tech_stack', 'Tech Stack', 'multi_select', '["React","Next.js","Node.js","Python","PHP","WordPress","Shopify","Laravel","Vue","Angular"]', 'Technical', 3),
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('opportunity', 'competitor', 'Competitor', 'text', NULL, 'Details', 1),
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('opportunity', 'decision_timeline', 'Decision Timeline', 'select', '["This Week","This Month","This Quarter","Next Quarter","Not Sure"]', 'Details', 2)
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ON CONFLICT (entity_type, field_key) DO NOTHING;
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