Implement sales CRM workflow foundation
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Admin
@@ -601,6 +601,145 @@ def _apply_runtime_schema_compatibility() -> None:
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)
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)
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if "sales_automation_tasks" in table_names:
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columns = _table_columns(inspector, "sales_automation_tasks")
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_add_column_if_missing(conn, columns, "sales_automation_tasks", "max_retries", "INTEGER DEFAULT 3")
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_add_column_if_missing(conn, columns, "sales_automation_tasks", "locked_at", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_automation_tasks", "locked_by", "VARCHAR(128)")
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_add_column_if_missing(conn, columns, "sales_automation_tasks", "completed_at", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_automation_tasks", "failed_at", "VARCHAR(64)")
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conn.execute(
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text(
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"""
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UPDATE sales_automation_tasks
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SET max_retries = 3
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WHERE max_retries IS NULL
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"""
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)
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)
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indexes = _table_indexes(inspector, "sales_automation_tasks")
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if "idx_sales_tasks_lock" not in indexes:
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conn.execute(
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text(
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"CREATE INDEX IF NOT EXISTS idx_sales_tasks_lock "
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"ON sales_automation_tasks(status, locked_at, locked_by)"
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)
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)
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if "sales_communication_sessions" in table_names:
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columns = _table_columns(inspector, "sales_communication_sessions")
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_add_column_if_missing(conn, columns, "sales_communication_sessions", "channel_provider", "VARCHAR(32)")
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indexes = _table_indexes(inspector, "sales_communication_sessions")
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if "idx_sales_comm_channel_provider" not in indexes:
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conn.execute(
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text(
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"CREATE INDEX IF NOT EXISTS idx_sales_comm_channel_provider "
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"ON sales_communication_sessions(channel_provider)"
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)
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)
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if "sales_notes" in table_names:
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columns = _table_columns(inspector, "sales_notes")
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_add_column_if_missing(conn, columns, "sales_notes", "source_type", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_notes", "source_id", "VARCHAR(128)")
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_add_column_if_missing(conn, columns, "sales_notes", "updated_at", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_notes", "archived_at", "VARCHAR(64)")
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conn.execute(
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text(
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"""
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UPDATE sales_notes
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SET updated_at = created_at
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WHERE updated_at IS NULL OR TRIM(updated_at) = ''
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"""
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)
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)
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if "sales_escalations" in table_names:
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columns = _table_columns(inspector, "sales_escalations")
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_add_column_if_missing(conn, columns, "sales_escalations", "assigned_at", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_escalations", "started_at", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_escalations", "canceled_at", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_escalations", "resolution_code", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_escalations", "resolution_summary", "TEXT")
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_add_column_if_missing(conn, columns, "sales_escalations", "sla_due_at", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_escalations", "source_channel", "VARCHAR(32)")
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_add_column_if_missing(conn, columns, "sales_escalations", "source_communication_session_id", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_escalations", "source_automation_task_id", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_escalations", "updated_at", "VARCHAR(64)")
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conn.execute(
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text(
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"""
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UPDATE sales_escalations
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SET updated_at = COALESCE(updated_at, resolved_at, created_at)
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WHERE updated_at IS NULL OR TRIM(updated_at) = ''
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"""
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)
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)
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if "sales_channel_switches" in table_names:
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columns = _table_columns(inspector, "sales_channel_switches")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "communication_session_id", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "previous_communication_session_id", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "new_communication_session_id", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "reason_code", "VARCHAR(64) DEFAULT 'human_decision'")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "reason_text", "TEXT")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "initiated_by_type", "VARCHAR(32) DEFAULT 'human'")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "initiated_by_id", "VARCHAR(128)")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "source_type", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "source_id", "VARCHAR(128)")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "recommended_by_task_id", "VARCHAR(64)")
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_add_column_if_missing(conn, columns, "sales_channel_switches", "created_at", "VARCHAR(64)")
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conn.execute(
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text(
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"""
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UPDATE sales_channel_switches
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SET communication_session_id = COALESCE(communication_session_id, communication_id),
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previous_communication_session_id = COALESCE(previous_communication_session_id, communication_id),
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reason_code = COALESCE(reason_code, 'human_decision'),
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reason_text = COALESCE(reason_text, reason_for_channel_switch),
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initiated_by_type = COALESCE(initiated_by_type, 'human'),
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created_at = COALESCE(created_at, switched_at)
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WHERE created_at IS NULL OR TRIM(created_at) = ''
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"""
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)
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)
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if "sales_payment_webhook_events" in table_names:
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indexes = _table_indexes(inspector, "sales_payment_webhook_events")
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if "idx_sales_payment_webhook_events_received" not in indexes:
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conn.execute(
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text(
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"CREATE INDEX IF NOT EXISTS idx_sales_payment_webhook_events_received "
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"ON sales_payment_webhook_events(tenant_id, received_at)"
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)
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)
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if "idx_sales_payment_webhook_events_payment" not in indexes:
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conn.execute(
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text(
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"CREATE INDEX IF NOT EXISTS idx_sales_payment_webhook_events_payment "
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"ON sales_payment_webhook_events(tenant_id, payment_provider, external_payment_id)"
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)
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)
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if "idx_sales_payment_webhook_events_external_event_unique" not in indexes:
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conn.execute(
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text(
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"CREATE UNIQUE INDEX IF NOT EXISTS idx_sales_payment_webhook_events_external_event_unique "
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"ON sales_payment_webhook_events(tenant_id, payment_provider, external_event_id) "
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"WHERE external_event_id IS NOT NULL"
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)
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)
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if "sales_payments" in table_names:
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indexes = _table_indexes(inspector, "sales_payments")
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if "idx_sales_payments_tenant_external_payment_unique" not in indexes:
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conn.execute(
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text(
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"CREATE UNIQUE INDEX IF NOT EXISTS idx_sales_payments_tenant_external_payment_unique "
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"ON sales_payments(tenant_id, payment_provider, external_payment_id) "
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"WHERE external_payment_id IS NOT NULL"
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)
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)
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def init_sql_schema() -> None:
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global _BASE_SCHEMA_INITIALIZED
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