mivanchenko
94ae2d578d
Adds a `credentials` entity to the back office (never mirrored to Sheets, gated by the CRM token even to read) so client logins like the auto-generated Easy!Appointments provider password can be viewed and copied from the dashboard instead of getting lost — the actual cause of the happynails password going missing. Onboarding now saves that generated password instead of discarding it. Also adds Documentation.md, brings README/TODO in line with the current Postgres-first architecture, and tidies the backlog. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
122 lines
3.6 KiB
PL/PgSQL
122 lines
3.6 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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notify_channel 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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-- Per-client login credentials (e.g. the auto-generated Easy!Appointments
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-- provider login). Deliberately NOT mirrored to Sheets — see db.py TABLES
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-- ("mirror": False) — so secrets never leave Postgres.
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CREATE TABLE IF NOT EXISTS credentials (
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cred_id text PRIMARY KEY,
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client_id text,
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label text,
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username text,
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secret text,
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notes text,
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created_at timestamptz,
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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 $$
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DECLARE t text;
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BEGIN
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FOREACH t IN ARRAY ARRAY['clients','leads','projects','bookings','invoices','credentials'] LOOP
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EXECUTE format(
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'CREATE TRIGGER %I_touch BEFORE UPDATE ON %I FOR EACH ROW EXECUTE FUNCTION touch_updated_at()',
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t, t);
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END LOOP;
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END $$;
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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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CREATE INDEX IF NOT EXISTS credentials_client_idx ON credentials (client_id);
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