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