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

This commit is contained in:
Erik Silva
2025-12-24 17:36:52 -03:00
parent 99d828869a
commit dfb91c8ba5
98 changed files with 18255 additions and 1465 deletions

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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;