mivanchenko
18e346d67b
Stand up the DB-first CRM backbone (architecture pivot: Postgres is the source of truth, Google Sheets becomes a one-way downstream mirror). - backoffice/ stack: smb-db (Postgres 16) + smb-crm (Flask/waitress service). - Schema mirrors the six Sheet tabs (clients, leads, projects, activity_log, bookings, invoices) with typed columns + updated_at triggers. - Service-account Sheets client (PyJWT) for the one-time import + future mirror. - import_from_sheets.py: idempotent seed of Postgres from the live Sheets. - Read dashboard (Leads & Clients tables) at onboard.mivanchenko.de/crm, behind the existing Caddy basic-auth; JSON API reads straight from Postgres. Deployed + verified: import seeded DB, dashboard/API live, no-auth blocked, onboarding form unaffected. Add/edit/delete + DB->Sheets sync + n8n ingest swap are the next steps. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
106 lines
3.0 KiB
PL/PgSQL
106 lines
3.0 KiB
PL/PgSQL
-- smb-crm — source-of-truth schema (Postgres).
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-- Google Sheets is a one-way downstream mirror fed by the DB->Sheets sync.
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-- Column sets mirror the Sheet tabs so the mirror stays 1:1.
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CREATE TABLE IF NOT EXISTS clients (
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client_id text PRIMARY KEY,
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business_name text,
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owner_name text,
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email text,
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phone text,
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niche text,
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tier text,
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status text,
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domain text,
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stack_notes text,
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vault_ref text,
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services text,
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billing_cycle text,
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monthly_fee_eur numeric,
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start_date date,
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renewal_date date,
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created_at timestamptz,
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notes text,
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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CREATE TABLE IF NOT EXISTS leads (
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lead_id text PRIMARY KEY,
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received_at timestamptz,
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client_id text,
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source text,
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name text,
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contact text,
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service_interest text,
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message text,
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status text,
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notified boolean,
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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CREATE TABLE IF NOT EXISTS projects (
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project_id text PRIMARY KEY,
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client_id text,
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deliverable text,
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tier text,
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checklist text,
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go_live_date date,
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status text,
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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CREATE TABLE IF NOT EXISTS activity_log (
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id bigserial PRIMARY KEY,
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ts timestamptz,
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workflow text,
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client_id text,
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action text,
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detail text,
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result text
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);
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CREATE TABLE IF NOT EXISTS bookings (
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booking_id text PRIMARY KEY,
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created_at timestamptz,
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client_id text,
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customer_name text,
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customer_contact text,
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service text,
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start_time timestamptz,
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end_time timestamptz,
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source text,
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status text,
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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CREATE TABLE IF NOT EXISTS invoices (
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invoice_id text PRIMARY KEY,
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client_id text,
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issued_date date,
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due_date date,
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amount_eur numeric,
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period text,
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status text,
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paid_date date,
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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-- keep updated_at fresh on row changes
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CREATE OR REPLACE FUNCTION touch_updated_at() RETURNS trigger AS $$
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BEGIN NEW.updated_at = now(); RETURN NEW; END;
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$$ LANGUAGE plpgsql;
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DO $$
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DECLARE t text;
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BEGIN
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FOREACH t IN ARRAY ARRAY['clients','leads','projects','bookings','invoices'] LOOP
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EXECUTE format(
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'CREATE TRIGGER %I_touch BEFORE UPDATE ON %I FOR EACH ROW EXECUTE FUNCTION touch_updated_at()',
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t, t);
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END LOOP;
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END $$;
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CREATE INDEX IF NOT EXISTS leads_received_idx ON leads (received_at DESC);
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CREATE INDEX IF NOT EXISTS clients_status_idx ON clients (status);
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CREATE INDEX IF NOT EXISTS activity_ts_idx ON activity_log (ts DESC);
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