feat: versão 1.5 - CRM Beta com leads, funis, campanhas e portal do cliente

postgres/migrations/015_create_crm_leads.sql

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+-- Tabela de leads do CRM (multi-tenant)
+CREATE TABLE IF NOT EXISTS crm_leads (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+
+    -- Dados básicos
+    name VARCHAR(255),
+    email VARCHAR(255),
+    phone VARCHAR(50),
+
+    -- Origem do lead
+    source VARCHAR(50) DEFAULT 'import',
+    source_meta JSONB DEFAULT '{}'::jsonb,
+
+    -- Status
+    status VARCHAR(50) DEFAULT 'novo',
+
+    -- Informações adicionais
+    notes TEXT,
+    tags TEXT[],
+
+    -- Controle
+    is_active BOOLEAN DEFAULT true,
+    created_by UUID REFERENCES users(id),
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+
+    -- Constraint: email deve ser único por agência (pode repetir entre agências)
+    CONSTRAINT unique_lead_email_per_tenant UNIQUE (tenant_id, email)
+);
+
+-- Relacionamento N:N entre leads e listas
+CREATE TABLE IF NOT EXISTS crm_lead_lists (
+    lead_id UUID REFERENCES crm_leads(id) ON DELETE CASCADE,
+    list_id UUID REFERENCES crm_lists(id) ON DELETE CASCADE,
+    added_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    added_by UUID REFERENCES users(id),
+    PRIMARY KEY (lead_id, list_id)
+);
+
+-- Índices para performance
+CREATE INDEX IF NOT EXISTS idx_crm_leads_tenant_id ON crm_leads(tenant_id);
+CREATE INDEX IF NOT EXISTS idx_crm_leads_email ON crm_leads(email);
+CREATE INDEX IF NOT EXISTS idx_crm_leads_phone ON crm_leads(phone);
+CREATE INDEX IF NOT EXISTS idx_crm_leads_status ON crm_leads(status);
+CREATE INDEX IF NOT EXISTS idx_crm_leads_is_active ON crm_leads(is_active);
+CREATE INDEX IF NOT EXISTS idx_crm_leads_tags ON crm_leads USING GIN(tags);
+CREATE INDEX IF NOT EXISTS idx_crm_leads_source ON crm_leads(source);
+
+CREATE INDEX IF NOT EXISTS idx_crm_lead_lists_lead_id ON crm_lead_lists(lead_id);
+CREATE INDEX IF NOT EXISTS idx_crm_lead_lists_list_id ON crm_lead_lists(list_id);
+
+-- Trigger para atualizar updated_at (usa a função update_updated_at_column criada em 014_create_crm_tables.sql)
+DO $$
+BEGIN
+    IF EXISTS (
+        SELECT 1
+        FROM pg_proc
+        WHERE proname = 'update_updated_at_column'
+    ) THEN
+        IF NOT EXISTS (
+            SELECT 1
+            FROM pg_trigger
+            WHERE tgname = 'update_crm_leads_updated_at'
+        ) THEN
+            CREATE TRIGGER update_crm_leads_updated_at BEFORE UPDATE ON crm_leads
+                FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
+        END IF;
+    END IF;
+END $$;

postgres/migrations/016_add_customer_to_leads.sql

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+-- Adicionar relacionamento entre leads e customers (clientes)
+-- Um lead pertence a um cliente da agência
+
+ALTER TABLE crm_leads 
+ADD COLUMN customer_id UUID REFERENCES crm_customers(id) ON DELETE SET NULL;
+
+-- Índice para performance
+CREATE INDEX IF NOT EXISTS idx_crm_leads_customer_id ON crm_leads(customer_id);
+
+-- Comentário explicativo
+COMMENT ON COLUMN crm_leads.customer_id IS 'Cliente (customer) ao qual este lead pertence. Permite que agências gerenciem leads de seus clientes.';

postgres/migrations/017_create_crm_share_tokens.sql

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+-- Migration: Create CRM share tokens table
+-- Description: Allows generating secure shareable links for customers to view their leads
+
+CREATE TABLE IF NOT EXISTS crm_share_tokens (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    customer_id UUID NOT NULL REFERENCES crm_customers(id) ON DELETE CASCADE,
+    token VARCHAR(64) NOT NULL UNIQUE,
+    expires_at TIMESTAMP,
+    created_by UUID NOT NULL REFERENCES users(id),
+    created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
+);
+
+CREATE INDEX idx_crm_share_tokens_token ON crm_share_tokens(token);
+CREATE INDEX idx_crm_share_tokens_customer_id ON crm_share_tokens(customer_id);
+CREATE INDEX idx_crm_share_tokens_tenant_id ON crm_share_tokens(tenant_id);
+
+COMMENT ON TABLE crm_share_tokens IS 'Tokens for sharing customer lead data externally';
+COMMENT ON COLUMN crm_share_tokens.token IS 'Unique secure token for accessing shared data';
+COMMENT ON COLUMN crm_share_tokens.expires_at IS 'Optional expiration date (NULL = never expires)';

postgres/migrations/018_add_customer_auth.sql

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+-- Migration 018: Adicionar autenticação para clientes (Portal do Cliente)
+-- Permite que clientes (CRMCustomer) façam login e vejam seus próprios leads
+
+-- Adicionar coluna de senha para clientes
+ALTER TABLE crm_customers
+ADD COLUMN IF NOT EXISTS password_hash VARCHAR(255),
+ADD COLUMN IF NOT EXISTS has_portal_access BOOLEAN DEFAULT false,
+ADD COLUMN IF NOT EXISTS portal_last_login TIMESTAMP,
+ADD COLUMN IF NOT EXISTS portal_created_at TIMESTAMP DEFAULT NOW();
+
+-- Criar índice para busca por email (login)
+CREATE INDEX IF NOT EXISTS idx_crm_customers_email ON crm_customers(email);
+
+-- Criar índice para clientes com acesso ao portal
+CREATE INDEX IF NOT EXISTS idx_crm_customers_portal_access ON crm_customers(has_portal_access) WHERE has_portal_access = true;
+
+-- Comentários
+COMMENT ON COLUMN crm_customers.password_hash IS 'Hash bcrypt da senha para acesso ao portal do cliente';
+COMMENT ON COLUMN crm_customers.has_portal_access IS 'Define se o cliente tem acesso ao portal';
+COMMENT ON COLUMN crm_customers.portal_last_login IS 'Último login do cliente no portal';
+COMMENT ON COLUMN crm_customers.portal_created_at IS 'Data de criação do acesso ao portal';

postgres/migrations/019_add_customer_to_campaigns.sql

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+-- Adicionar relacionamento entre campanhas (crm_lists) e clientes (crm_customers)
+ALTER TABLE crm_lists 
+ADD COLUMN customer_id UUID REFERENCES crm_customers(id) ON DELETE CASCADE;
+
+-- Índice para performance
+CREATE INDEX IF NOT EXISTS idx_crm_lists_customer_id ON crm_lists(customer_id);
+
+-- Comentário explicativo
+COMMENT ON COLUMN crm_lists.customer_id IS 'Cliente ao qual esta campanha pertence.';

postgres/migrations/020_create_crm_funnels.sql

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+-- Migration: Create CRM funnels and stages
+-- Description: Allows agencies to create custom lead monitoring pipelines
+
+CREATE TABLE IF NOT EXISTS crm_funnels (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
+    name VARCHAR(100) NOT NULL,
+    description TEXT,
+    is_default BOOLEAN DEFAULT false,
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    
+    CONSTRAINT unique_funnel_per_tenant UNIQUE (tenant_id, name)
+);
+
+CREATE TABLE IF NOT EXISTS crm_funnel_stages (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    funnel_id UUID NOT NULL REFERENCES crm_funnels(id) ON DELETE CASCADE,
+    name VARCHAR(100) NOT NULL,
+    description TEXT,
+    color VARCHAR(7) DEFAULT '#3b82f6',
+    order_index INTEGER NOT NULL DEFAULT 0,
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
+);
+
+-- Add funnel and stage to leads
+ALTER TABLE crm_leads 
+ADD COLUMN funnel_id UUID REFERENCES crm_funnels(id) ON DELETE SET NULL,
+ADD COLUMN stage_id UUID REFERENCES crm_funnel_stages(id) ON DELETE SET NULL;
+
+-- Indices
+CREATE INDEX idx_crm_funnels_tenant_id ON crm_funnels(tenant_id);
+CREATE INDEX idx_crm_funnel_stages_funnel_id ON crm_funnel_stages(funnel_id);
+CREATE INDEX idx_crm_leads_funnel_id ON crm_leads(funnel_id);
+CREATE INDEX idx_crm_leads_stage_id ON crm_leads(stage_id);
+
+-- Triggers for updated_at
+CREATE TRIGGER update_crm_funnels_updated_at BEFORE UPDATE ON crm_funnels
+    FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
+
+CREATE TRIGGER update_crm_funnel_stages_updated_at BEFORE UPDATE ON crm_funnel_stages
+    FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
+
+-- Function to create default funnel for a tenant
+CREATE OR REPLACE FUNCTION create_default_crm_funnel(t_id UUID)
+RETURNS UUID AS $$
+DECLARE
+    f_id UUID;
+BEGIN
+    INSERT INTO crm_funnels (tenant_id, name, description, is_default)
+    VALUES (t_id, 'Funil de Vendas Padrão', 'Monitoramento básico de leads', true)
+    RETURNING id INTO f_id;
+
+    INSERT INTO crm_funnel_stages (funnel_id, name, color, order_index) VALUES
+    (f_id, 'Novo', '#3b82f6', 0),
+    (f_id, 'Qualificado', '#10b981', 1),
+    (f_id, 'Proposta', '#f59e0b', 2),
+    (f_id, 'Negociação', '#8b5cf6', 3),
+    (f_id, 'Fechado', '#10b981', 4),
+    (f_id, 'Perdido', '#ef4444', 5);
+
+    RETURN f_id;
+END;
+$$ LANGUAGE plpgsql;

postgres/migrations/021_link_funnels_to_campaigns.sql

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+-- Migration: Link funnels to campaigns (lists)
+-- Description: Allows associating a campaign with a specific sales funnel
+
+ALTER TABLE crm_lists 
+ADD COLUMN funnel_id UUID REFERENCES crm_funnels(id) ON DELETE SET NULL;
+
+-- Index for performance
+CREATE INDEX idx_crm_lists_funnel_id ON crm_lists(funnel_id);

postgres/setup_owner_role.sql

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+-- Script para configurar o primeiro usuário de uma agência como "owner"
+-- Este script deve ser executado manualmente após criar o primeiro usuário
+
+-- Opção 1: Se você conhece o email do usuário, use:
+-- UPDATE users 
+-- SET agency_role = 'owner'
+-- WHERE email = 'seu-email@exemplo.com' AND role = 'ADMIN_AGENCIA';
+
+-- Opção 2: Se você quer configurar o primeiro ADMIN_AGENCIA de cada agência como owner:
+UPDATE users u1
+SET agency_role = 'owner'
+WHERE role = 'ADMIN_AGENCIA'
+  AND agency_role IS NULL
+  AND u1.id = (
+    SELECT id FROM users u2 
+    WHERE u2.tenant_id = u1.tenant_id 
+    AND u2.role = 'ADMIN_AGENCIA'
+    ORDER BY u2.created_at ASC
+    LIMIT 1
+  );
+
+-- Verificar resultado
+SELECT id, email, role, agency_role, tenant_id 
+FROM users 
+WHERE role = 'ADMIN_AGENCIA' 
+ORDER BY tenant_id, created_at;