Implement sales CRM workflow foundation

2026-05-10 20:54:01 +05:00
parent dad4ab115a
commit 8577d97356
22 changed files with 5625 additions and 242 deletions
@@ -0,0 +1,7 @@
+ALTER TABLE sales_automation_tasks ADD COLUMN IF NOT EXISTS locked_at TEXT;
+ALTER TABLE sales_automation_tasks ADD COLUMN IF NOT EXISTS locked_by TEXT;
+ALTER TABLE sales_automation_tasks ADD COLUMN IF NOT EXISTS completed_at TEXT;
+ALTER TABLE sales_automation_tasks ADD COLUMN IF NOT EXISTS failed_at TEXT;
+ALTER TABLE sales_automation_tasks ADD COLUMN IF NOT EXISTS max_retries INTEGER NOT NULL DEFAULT 3;
+
+CREATE INDEX IF NOT EXISTS idx_sales_tasks_lock ON sales_automation_tasks(status, locked_at, locked_by);
@@ -0,0 +1,7 @@
+ALTER TABLE sales_automation_tasks ADD COLUMN locked_at TEXT;
+ALTER TABLE sales_automation_tasks ADD COLUMN locked_by TEXT;
+ALTER TABLE sales_automation_tasks ADD COLUMN completed_at TEXT;
+ALTER TABLE sales_automation_tasks ADD COLUMN failed_at TEXT;
+ALTER TABLE sales_automation_tasks ADD COLUMN max_retries INTEGER NOT NULL DEFAULT 3;
+
+CREATE INDEX IF NOT EXISTS idx_sales_tasks_lock ON sales_automation_tasks(status, locked_at, locked_by);
@@ -0,0 +1,31 @@
+CREATE TABLE IF NOT EXISTS sales_payment_webhook_events (
+  id SERIAL PRIMARY KEY,
+  tenant_id TEXT NOT NULL,
+  payment_provider TEXT NOT NULL,
+  provider_account_id TEXT,
+  external_event_id TEXT,
+  external_payment_id TEXT,
+  event_type TEXT NOT NULL,
+  event_status TEXT NOT NULL DEFAULT 'received',
+  signature_status TEXT NOT NULL DEFAULT 'unchecked',
+  raw_payload_hash TEXT NOT NULL,
+  normalized_payload_json TEXT NOT NULL DEFAULT '{}',
+  headers_json TEXT NOT NULL DEFAULT '{}',
+  received_at TEXT NOT NULL,
+  processed_at TEXT,
+  error_message TEXT,
+  created_at TEXT NOT NULL,
+  updated_at TEXT NOT NULL
+);
+
+CREATE INDEX IF NOT EXISTS idx_sales_payment_webhook_events_received
+  ON sales_payment_webhook_events(tenant_id, received_at);
+CREATE INDEX IF NOT EXISTS idx_sales_payment_webhook_events_payment
+  ON sales_payment_webhook_events(tenant_id, payment_provider, external_payment_id);
+CREATE UNIQUE INDEX IF NOT EXISTS idx_sales_payment_webhook_events_external_event_unique
+  ON sales_payment_webhook_events(tenant_id, payment_provider, external_event_id)
+  WHERE external_event_id IS NOT NULL;
+
+CREATE UNIQUE INDEX IF NOT EXISTS idx_sales_payments_tenant_external_payment_unique
+  ON sales_payments(tenant_id, payment_provider, external_payment_id)
+  WHERE external_payment_id IS NOT NULL;
@@ -0,0 +1,31 @@
+CREATE TABLE IF NOT EXISTS sales_payment_webhook_events (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  tenant_id TEXT NOT NULL,
+  payment_provider TEXT NOT NULL,
+  provider_account_id TEXT,
+  external_event_id TEXT,
+  external_payment_id TEXT,
+  event_type TEXT NOT NULL,
+  event_status TEXT NOT NULL DEFAULT 'received',
+  signature_status TEXT NOT NULL DEFAULT 'unchecked',
+  raw_payload_hash TEXT NOT NULL,
+  normalized_payload_json TEXT NOT NULL DEFAULT '{}',
+  headers_json TEXT NOT NULL DEFAULT '{}',
+  received_at TEXT NOT NULL,
+  processed_at TEXT,
+  error_message TEXT,
+  created_at TEXT NOT NULL,
+  updated_at TEXT NOT NULL
+);
+
+CREATE INDEX IF NOT EXISTS idx_sales_payment_webhook_events_received
+  ON sales_payment_webhook_events(tenant_id, received_at);
+CREATE INDEX IF NOT EXISTS idx_sales_payment_webhook_events_payment
+  ON sales_payment_webhook_events(tenant_id, payment_provider, external_payment_id);
+CREATE UNIQUE INDEX IF NOT EXISTS idx_sales_payment_webhook_events_external_event_unique
+  ON sales_payment_webhook_events(tenant_id, payment_provider, external_event_id)
+  WHERE external_event_id IS NOT NULL;
+
+CREATE UNIQUE INDEX IF NOT EXISTS idx_sales_payments_tenant_external_payment_unique
+  ON sales_payments(tenant_id, payment_provider, external_payment_id)
+  WHERE external_payment_id IS NOT NULL;
@@ -0,0 +1,44 @@
+ALTER TABLE sales_communication_sessions ADD COLUMN IF NOT EXISTS channel_provider TEXT;
+CREATE INDEX IF NOT EXISTS idx_sales_comm_channel_provider ON sales_communication_sessions(channel_provider);
+
+ALTER TABLE sales_notes ADD COLUMN IF NOT EXISTS source_type TEXT;
+ALTER TABLE sales_notes ADD COLUMN IF NOT EXISTS source_id TEXT;
+ALTER TABLE sales_notes ADD COLUMN IF NOT EXISTS updated_at TEXT;
+ALTER TABLE sales_notes ADD COLUMN IF NOT EXISTS archived_at TEXT;
+UPDATE sales_notes
+SET updated_at = created_at
+WHERE updated_at IS NULL OR TRIM(updated_at) = '';
+
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS assigned_at TEXT;
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS started_at TEXT;
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS canceled_at TEXT;
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS resolution_code TEXT;
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS resolution_summary TEXT;
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS sla_due_at TEXT;
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS source_channel TEXT;
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS source_communication_session_id TEXT;
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS source_automation_task_id TEXT;
+ALTER TABLE sales_escalations ADD COLUMN IF NOT EXISTS updated_at TEXT;
+UPDATE sales_escalations
+SET updated_at = COALESCE(updated_at, resolved_at, created_at)
+WHERE updated_at IS NULL OR TRIM(updated_at) = '';
+
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS communication_session_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS previous_communication_session_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS new_communication_session_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS reason_code TEXT DEFAULT 'human_decision';
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS reason_text TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS initiated_by_type TEXT DEFAULT 'human';
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS initiated_by_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS source_type TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS source_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS recommended_by_task_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN IF NOT EXISTS created_at TEXT;
+UPDATE sales_channel_switches
+SET communication_session_id = COALESCE(communication_session_id, communication_id),
+    previous_communication_session_id = COALESCE(previous_communication_session_id, communication_id),
+    reason_code = COALESCE(reason_code, 'human_decision'),
+    reason_text = COALESCE(reason_text, reason_for_channel_switch),
+    initiated_by_type = COALESCE(initiated_by_type, 'human'),
+    created_at = COALESCE(created_at, switched_at)
+WHERE created_at IS NULL OR TRIM(created_at) = '';
@@ -0,0 +1,44 @@
+ALTER TABLE sales_communication_sessions ADD COLUMN channel_provider TEXT;
+CREATE INDEX IF NOT EXISTS idx_sales_comm_channel_provider ON sales_communication_sessions(channel_provider);
+
+ALTER TABLE sales_notes ADD COLUMN source_type TEXT;
+ALTER TABLE sales_notes ADD COLUMN source_id TEXT;
+ALTER TABLE sales_notes ADD COLUMN updated_at TEXT;
+ALTER TABLE sales_notes ADD COLUMN archived_at TEXT;
+UPDATE sales_notes
+SET updated_at = created_at
+WHERE updated_at IS NULL OR TRIM(updated_at) = '';
+
+ALTER TABLE sales_escalations ADD COLUMN assigned_at TEXT;
+ALTER TABLE sales_escalations ADD COLUMN started_at TEXT;
+ALTER TABLE sales_escalations ADD COLUMN canceled_at TEXT;
+ALTER TABLE sales_escalations ADD COLUMN resolution_code TEXT;
+ALTER TABLE sales_escalations ADD COLUMN resolution_summary TEXT;
+ALTER TABLE sales_escalations ADD COLUMN sla_due_at TEXT;
+ALTER TABLE sales_escalations ADD COLUMN source_channel TEXT;
+ALTER TABLE sales_escalations ADD COLUMN source_communication_session_id TEXT;
+ALTER TABLE sales_escalations ADD COLUMN source_automation_task_id TEXT;
+ALTER TABLE sales_escalations ADD COLUMN updated_at TEXT;
+UPDATE sales_escalations
+SET updated_at = COALESCE(updated_at, resolved_at, created_at)
+WHERE updated_at IS NULL OR TRIM(updated_at) = '';
+
+ALTER TABLE sales_channel_switches ADD COLUMN communication_session_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN previous_communication_session_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN new_communication_session_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN reason_code TEXT DEFAULT 'human_decision';
+ALTER TABLE sales_channel_switches ADD COLUMN reason_text TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN initiated_by_type TEXT DEFAULT 'human';
+ALTER TABLE sales_channel_switches ADD COLUMN initiated_by_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN source_type TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN source_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN recommended_by_task_id TEXT;
+ALTER TABLE sales_channel_switches ADD COLUMN created_at TEXT;
+UPDATE sales_channel_switches
+SET communication_session_id = COALESCE(communication_session_id, communication_id),
+    previous_communication_session_id = COALESCE(previous_communication_session_id, communication_id),
+    reason_code = COALESCE(reason_code, 'human_decision'),
+    reason_text = COALESCE(reason_text, reason_for_channel_switch),
+    initiated_by_type = COALESCE(initiated_by_type, 'human'),
+    created_at = COALESCE(created_at, switched_at)
+WHERE created_at IS NULL OR TRIM(created_at) = '';