Initial commit

v2_adminpanel/migrations/create_lead_tables.sql

@@ -0,0 +1,107 @@
+-- Lead Management Tables Migration
+-- This creates all necessary tables for the lead management system
+
+-- Enable UUID extension if not already enabled
+CREATE EXTENSION IF NOT EXISTS "uuid-ossp";
+
+-- 1. Lead Institutions (only name required)
+CREATE TABLE IF NOT EXISTS lead_institutions (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    name VARCHAR(255) NOT NULL,
+    -- Metadata for future extensions without schema changes
+    metadata JSONB DEFAULT '{}',
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    created_by VARCHAR(100),
+    UNIQUE(name)
+);
+
+-- Index for fast lookups
+CREATE INDEX IF NOT EXISTS idx_lead_institutions_name ON lead_institutions(name);
+
+-- 2. Lead Contacts
+CREATE TABLE IF NOT EXISTS lead_contacts (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    institution_id UUID NOT NULL REFERENCES lead_institutions(id) ON DELETE CASCADE,
+    first_name VARCHAR(100) NOT NULL,
+    last_name VARCHAR(100) NOT NULL,
+    position VARCHAR(255),
+    -- Extra fields for future extensions
+    extra_fields JSONB DEFAULT '{}',
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
+);
+
+-- Indexes for performance
+CREATE INDEX IF NOT EXISTS idx_lead_contacts_institution ON lead_contacts(institution_id);
+CREATE INDEX IF NOT EXISTS idx_lead_contacts_name ON lead_contacts(last_name, first_name);
+
+-- 3. Flexible Contact Details (phones, emails, etc.)
+CREATE TABLE IF NOT EXISTS lead_contact_details (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    contact_id UUID NOT NULL REFERENCES lead_contacts(id) ON DELETE CASCADE,
+    detail_type VARCHAR(50) NOT NULL, -- 'phone', 'email', 'social', etc.
+    detail_value VARCHAR(255) NOT NULL,
+    detail_label VARCHAR(50), -- 'Mobil', 'Geschäftlich', 'Privat', etc.
+    is_primary BOOLEAN DEFAULT false,
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
+);
+
+-- Indexes for fast queries
+CREATE INDEX IF NOT EXISTS idx_lead_details_contact_type ON lead_contact_details(contact_id, detail_type);
+CREATE INDEX IF NOT EXISTS idx_lead_details_value ON lead_contact_details(detail_value);
+
+-- 4. Versioned Notes with History
+CREATE TABLE IF NOT EXISTS lead_notes (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    contact_id UUID NOT NULL REFERENCES lead_contacts(id) ON DELETE CASCADE,
+    note_text TEXT NOT NULL,
+    version INTEGER DEFAULT 1,
+    is_current BOOLEAN DEFAULT true,
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    created_by VARCHAR(100),
+    parent_note_id UUID REFERENCES lead_notes(id),
+    CHECK (note_text <> '')
+);
+
+-- Indexes for note queries
+CREATE INDEX IF NOT EXISTS idx_lead_notes_contact_current ON lead_notes(contact_id, is_current);
+CREATE INDEX IF NOT EXISTS idx_lead_notes_created ON lead_notes(created_at DESC);
+
+-- Full text search preparation
+CREATE INDEX IF NOT EXISTS idx_lead_contacts_search ON lead_contacts 
+USING gin(to_tsvector('german', 
+    COALESCE(first_name, '') || ' ' || 
+    COALESCE(last_name, '') || ' ' || 
+    COALESCE(position, '')
+));
+
+-- Update timestamp trigger function
+CREATE OR REPLACE FUNCTION update_updated_at_column()
+RETURNS TRIGGER AS $$
+BEGIN
+    NEW.updated_at = CURRENT_TIMESTAMP;
+    RETURN NEW;
+END;
+$$ language 'plpgsql';
+
+-- Apply update trigger to tables with updated_at
+CREATE TRIGGER update_lead_institutions_updated_at 
+    BEFORE UPDATE ON lead_institutions 
+    FOR EACH ROW 
+    EXECUTE FUNCTION update_updated_at_column();
+
+CREATE TRIGGER update_lead_contacts_updated_at 
+    BEFORE UPDATE ON lead_contacts 
+    FOR EACH ROW 
+    EXECUTE FUNCTION update_updated_at_column();
+
+-- Add comments for documentation
+COMMENT ON TABLE lead_institutions IS 'Organizations/Companies for lead management';
+COMMENT ON TABLE lead_contacts IS 'Contact persons within institutions';
+COMMENT ON TABLE lead_contact_details IS 'Flexible contact details (phone, email, etc.)';
+COMMENT ON TABLE lead_notes IS 'Versioned notes with full history';
+
+COMMENT ON COLUMN lead_contact_details.detail_type IS 'Type of detail: phone, email, social, etc.';
+COMMENT ON COLUMN lead_notes.is_current IS 'Only current version is shown, old versions kept for history';
+COMMENT ON COLUMN lead_notes.parent_note_id IS 'References original note for version tracking';