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* Implement maintenance page with task and log display * Add backfill and metadata retry functionality * Integrate grid component for project display in thoughts page * Update types for maintenance tasks and logs * Enhance sidebar and shell for new maintenance navigation
72 lines
3.1 KiB
PL/PgSQL
72 lines
3.1 KiB
PL/PgSQL
-- Extension 5: Professional CRM
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-- Contacts, interaction logs, and opportunities (single-user, no RLS)
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CREATE TABLE IF NOT EXISTS professional_contacts (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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name TEXT NOT NULL,
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company TEXT,
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title TEXT,
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email TEXT,
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phone TEXT,
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linkedin_url TEXT,
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how_we_met TEXT,
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tags TEXT[] NOT NULL DEFAULT '{}',
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notes TEXT,
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last_contacted TIMESTAMPTZ,
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follow_up_date DATE,
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created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
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updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
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);
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CREATE TABLE IF NOT EXISTS contact_interactions (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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contact_id UUID NOT NULL REFERENCES professional_contacts(id) ON DELETE CASCADE,
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interaction_type TEXT NOT NULL CHECK (interaction_type IN ('meeting', 'email', 'call', 'coffee', 'event', 'linkedin', 'other')),
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occurred_at TIMESTAMPTZ NOT NULL DEFAULT now(),
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summary TEXT NOT NULL,
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follow_up_needed BOOLEAN NOT NULL DEFAULT false,
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follow_up_notes TEXT,
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created_at TIMESTAMPTZ NOT NULL DEFAULT now()
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);
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CREATE TABLE IF NOT EXISTS opportunities (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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contact_id UUID REFERENCES professional_contacts(id) ON DELETE SET NULL,
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title TEXT NOT NULL,
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description TEXT,
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stage TEXT NOT NULL DEFAULT 'identified' CHECK (stage IN ('identified', 'in_conversation', 'proposal', 'negotiation', 'won', 'lost')),
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value DECIMAL(12, 2),
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expected_close_date DATE,
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notes TEXT,
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created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
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updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
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);
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CREATE INDEX IF NOT EXISTS idx_contacts_last_contacted ON professional_contacts(last_contacted);
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CREATE INDEX IF NOT EXISTS idx_contacts_follow_up ON professional_contacts(follow_up_date) WHERE follow_up_date IS NOT NULL;
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CREATE INDEX IF NOT EXISTS idx_interactions_contact ON contact_interactions(contact_id, occurred_at DESC);
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CREATE INDEX IF NOT EXISTS idx_opportunities_stage ON opportunities(stage);
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DROP TRIGGER IF EXISTS update_professional_contacts_updated_at ON professional_contacts;
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CREATE TRIGGER update_professional_contacts_updated_at
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BEFORE UPDATE ON professional_contacts
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FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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DROP TRIGGER IF EXISTS update_opportunities_updated_at ON opportunities;
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CREATE TRIGGER update_opportunities_updated_at
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BEFORE UPDATE ON opportunities
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FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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CREATE OR REPLACE FUNCTION update_last_contacted()
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RETURNS TRIGGER AS $$
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BEGIN
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UPDATE professional_contacts SET last_contacted = NEW.occurred_at WHERE id = NEW.contact_id;
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RETURN NEW;
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END;
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$$ LANGUAGE plpgsql;
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DROP TRIGGER IF EXISTS update_contact_last_contacted ON contact_interactions;
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CREATE TRIGGER update_contact_last_contacted
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AFTER INSERT ON contact_interactions
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FOR EACH ROW EXECUTE FUNCTION update_last_contacted();
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