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