sales fix
This commit is contained in:
arys
@@ -0,0 +1,345 @@
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CREATE TABLE IF NOT EXISTS sales_leads (
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id BIGSERIAL PRIMARY KEY,
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lead_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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source_type TEXT NOT NULL,
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source_channel TEXT NOT NULL,
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source_campaign_id TEXT,
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full_name TEXT NOT NULL,
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company_name TEXT,
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phone TEXT,
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email TEXT,
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messenger_handles_json TEXT NOT NULL DEFAULT '{}',
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lead_temperature TEXT NOT NULL,
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lead_score DOUBLE PRECISION NOT NULL DEFAULT 50,
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customer_type TEXT,
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segment_type TEXT,
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initial_need_summary TEXT,
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preferred_channel TEXT NOT NULL,
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assigned_agent_type TEXT NOT NULL,
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status TEXT NOT NULL,
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crm_customer_id TEXT,
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_leads_tenant_status_score ON sales_leads(tenant_id, status, lead_score);
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CREATE INDEX IF NOT EXISTS idx_sales_leads_phone_email ON sales_leads(phone, email);
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CREATE TABLE IF NOT EXISTS sales_deals (
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id BIGSERIAL PRIMARY KEY,
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deal_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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lead_id TEXT,
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customer_id TEXT,
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pipeline_id TEXT NOT NULL DEFAULT 'sales_default',
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stage_id TEXT NOT NULL,
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scenario_type TEXT NOT NULL,
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priority INTEGER NOT NULL DEFAULT 3,
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title TEXT NOT NULL,
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need_summary TEXT,
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product_context_json TEXT NOT NULL DEFAULT '{}',
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estimated_amount DOUBLE PRECISION,
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final_amount DOUBLE PRECISION,
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currency TEXT NOT NULL DEFAULT 'KZT',
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payment_model TEXT,
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document_required BOOLEAN NOT NULL DEFAULT TRUE,
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payment_required BOOLEAN NOT NULL DEFAULT TRUE,
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assigned_human_user_id TEXT,
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assigned_ai_orchestrator_id TEXT,
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preferred_channel TEXT NOT NULL,
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current_channel TEXT NOT NULL,
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status TEXT NOT NULL DEFAULT 'active',
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won_reason TEXT,
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lost_reason TEXT,
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close_reason TEXT,
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next_action_type TEXT,
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next_action_at TEXT,
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last_contact_at TEXT,
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closed_at TEXT,
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_deals_tenant_stage_status ON sales_deals(tenant_id, stage_id, status);
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CREATE INDEX IF NOT EXISTS idx_sales_deals_customer_channel ON sales_deals(customer_id, current_channel);
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CREATE INDEX IF NOT EXISTS idx_sales_deals_next_action ON sales_deals(next_action_at, status);
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CREATE TABLE IF NOT EXISTS sales_communication_sessions (
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id BIGSERIAL PRIMARY KEY,
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communication_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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lead_id TEXT,
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customer_id TEXT,
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channel_type TEXT NOT NULL,
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direction TEXT NOT NULL,
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agent_type TEXT NOT NULL,
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started_at TEXT NOT NULL,
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ended_at TEXT,
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duration_sec INTEGER,
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subject TEXT,
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status TEXT NOT NULL DEFAULT 'active',
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summary TEXT,
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transcript_id TEXT,
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next_action_type TEXT,
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next_action_at TEXT,
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sentiment TEXT,
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result_code TEXT,
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metadata_json TEXT NOT NULL DEFAULT '{}',
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_comm_deal_started ON sales_communication_sessions(deal_id, started_at);
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CREATE INDEX IF NOT EXISTS idx_sales_comm_channel_status ON sales_communication_sessions(channel_type, status);
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CREATE TABLE IF NOT EXISTS sales_messages (
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id BIGSERIAL PRIMARY KEY,
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message_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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communication_id TEXT NOT NULL,
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sender_type TEXT NOT NULL,
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sender_id TEXT,
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channel_provider TEXT NOT NULL,
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external_message_id TEXT,
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body TEXT NOT NULL,
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attachments_json TEXT NOT NULL DEFAULT '[]',
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delivery_status TEXT,
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read_status TEXT,
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message_metadata_json TEXT NOT NULL DEFAULT '{}',
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sent_at TEXT NOT NULL,
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created_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_messages_deal_sent ON sales_messages(deal_id, sent_at);
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CREATE INDEX IF NOT EXISTS idx_sales_messages_ext_id ON sales_messages(channel_provider, external_message_id);
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CREATE TABLE IF NOT EXISTS sales_calls (
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id BIGSERIAL PRIMARY KEY,
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call_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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communication_id TEXT NOT NULL,
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phone_number TEXT NOT NULL,
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direction TEXT NOT NULL,
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provider TEXT NOT NULL,
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external_call_id TEXT,
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recording_url TEXT,
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transcript_status TEXT NOT NULL DEFAULT 'pending',
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transcript_id TEXT,
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call_status TEXT NOT NULL DEFAULT 'started',
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summary TEXT,
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started_at TEXT NOT NULL,
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ended_at TEXT,
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duration_sec INTEGER,
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_calls_deal_started ON sales_calls(deal_id, started_at);
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CREATE INDEX IF NOT EXISTS idx_sales_calls_ext_provider ON sales_calls(provider, external_call_id);
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CREATE TABLE IF NOT EXISTS sales_transcripts (
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id BIGSERIAL PRIMARY KEY,
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transcript_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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call_id TEXT NOT NULL,
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language TEXT NOT NULL DEFAULT 'ru',
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transcript_text TEXT NOT NULL,
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diarization_json TEXT NOT NULL DEFAULT '{}',
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extracted_entities_json TEXT NOT NULL DEFAULT '{}',
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE TABLE IF NOT EXISTS sales_notes (
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id BIGSERIAL PRIMARY KEY,
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note_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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author_type TEXT NOT NULL,
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author_id TEXT,
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note_type TEXT NOT NULL,
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content TEXT NOT NULL,
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created_at TEXT NOT NULL
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);
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CREATE TABLE IF NOT EXISTS sales_offers (
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id BIGSERIAL PRIMARY KEY,
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offer_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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offer_type TEXT NOT NULL,
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title TEXT NOT NULL,
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description TEXT,
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line_items_json TEXT NOT NULL DEFAULT '[]',
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pricing_json TEXT NOT NULL DEFAULT '{}',
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total_amount DOUBLE PRECISION NOT NULL DEFAULT 0,
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currency TEXT NOT NULL DEFAULT 'KZT',
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validity_until TEXT,
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status TEXT NOT NULL DEFAULT 'draft',
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rendered_document_url TEXT,
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created_by_type TEXT NOT NULL DEFAULT 'text_ai',
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_offers_deal_status ON sales_offers(deal_id, status);
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CREATE TABLE IF NOT EXISTS sales_conditions (
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id BIGSERIAL PRIMARY KEY,
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condition_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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product_name TEXT,
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service_name TEXT,
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quantity DOUBLE PRECISION,
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unit TEXT,
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delivery_mode TEXT,
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execution_date TEXT,
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start_date TEXT,
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end_date TEXT,
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payment_terms TEXT,
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custom_terms_json TEXT NOT NULL DEFAULT '{}',
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agreed_price DOUBLE PRECISION,
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currency TEXT NOT NULL DEFAULT 'KZT',
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confirmed_at TEXT,
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE TABLE IF NOT EXISTS sales_counterparties (
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id BIGSERIAL PRIMARY KEY,
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counterparty_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL UNIQUE,
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customer_id TEXT,
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company_name TEXT,
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full_name TEXT,
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bin_iin TEXT,
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address TEXT,
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bank_details_json TEXT NOT NULL DEFAULT '{}',
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signer_name TEXT,
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signer_role TEXT,
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signer_basis TEXT,
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email_for_docs TEXT,
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phone_for_docs TEXT,
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completeness_status TEXT NOT NULL DEFAULT 'draft',
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE TABLE IF NOT EXISTS sales_documents (
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id BIGSERIAL PRIMARY KEY,
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document_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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customer_id TEXT,
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document_type TEXT NOT NULL,
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template_id TEXT,
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version INTEGER NOT NULL DEFAULT 1,
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status TEXT NOT NULL DEFAULT 'draft',
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file_url TEXT,
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rendered_payload_json TEXT NOT NULL DEFAULT '{}',
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external_sign_provider_id TEXT,
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signed_at TEXT,
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_documents_deal_status ON sales_documents(deal_id, status);
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CREATE TABLE IF NOT EXISTS sales_invoices (
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id BIGSERIAL PRIMARY KEY,
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invoice_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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customer_id TEXT,
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invoice_number TEXT NOT NULL UNIQUE,
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basis_document_id TEXT,
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amount DOUBLE PRECISION NOT NULL DEFAULT 0,
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currency TEXT NOT NULL DEFAULT 'KZT',
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due_date TEXT,
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status TEXT NOT NULL DEFAULT 'draft',
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payment_link TEXT,
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line_items_json TEXT NOT NULL DEFAULT '[]',
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metadata_json TEXT NOT NULL DEFAULT '{}',
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issued_at TEXT,
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paid_at TEXT,
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_invoices_deal_status_due ON sales_invoices(deal_id, status, due_date);
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CREATE TABLE IF NOT EXISTS sales_payments (
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id BIGSERIAL PRIMARY KEY,
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payment_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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invoice_id TEXT,
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payment_provider TEXT,
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external_payment_id TEXT,
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amount DOUBLE PRECISION NOT NULL DEFAULT 0,
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currency TEXT NOT NULL DEFAULT 'KZT',
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status TEXT NOT NULL DEFAULT 'pending',
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paid_at TEXT,
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payment_method TEXT,
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failure_reason TEXT,
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metadata_json TEXT NOT NULL DEFAULT '{}',
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_payments_deal_status ON sales_payments(deal_id, status);
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CREATE TABLE IF NOT EXISTS sales_stage_history (
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id BIGSERIAL PRIMARY KEY,
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history_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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from_stage_id TEXT,
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to_stage_id TEXT NOT NULL,
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changed_by_type TEXT NOT NULL,
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changed_by_id TEXT,
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reason TEXT,
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changed_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_stage_history_deal_changed ON sales_stage_history(deal_id, changed_at);
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CREATE TABLE IF NOT EXISTS sales_escalations (
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id BIGSERIAL PRIMARY KEY,
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escalation_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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escalation_type TEXT NOT NULL,
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reason TEXT NOT NULL,
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severity TEXT NOT NULL,
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status TEXT NOT NULL DEFAULT 'open',
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assigned_to_user_id TEXT,
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created_at TEXT NOT NULL,
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resolved_at TEXT
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);
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CREATE INDEX IF NOT EXISTS idx_sales_escalations_deal_status ON sales_escalations(deal_id, status);
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CREATE TABLE IF NOT EXISTS sales_automation_tasks (
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id BIGSERIAL PRIMARY KEY,
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task_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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task_type TEXT NOT NULL,
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payload_json TEXT NOT NULL DEFAULT '{}',
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run_at TEXT NOT NULL,
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status TEXT NOT NULL DEFAULT 'pending',
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retry_count INTEGER NOT NULL DEFAULT 0,
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last_error TEXT,
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_tasks_run_status ON sales_automation_tasks(run_at, status);
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CREATE TABLE IF NOT EXISTS sales_channel_switches (
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id BIGSERIAL PRIMARY KEY,
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switch_id TEXT NOT NULL UNIQUE,
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tenant_id TEXT NOT NULL,
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deal_id TEXT NOT NULL,
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communication_id TEXT,
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from_channel TEXT NOT NULL,
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to_channel TEXT NOT NULL,
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reason_for_channel_switch TEXT NOT NULL,
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switched_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_sales_channel_switches_deal_switched ON sales_channel_switches(deal_id, switched_at);
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