smb-online/backoffice/db/init.sql

-- smb-crm — source-of-truth schema (Postgres).
-- Google Sheets is a one-way downstream mirror fed by the DB->Sheets sync.
-- Column sets mirror the Sheet tabs so the mirror stays 1:1.

CREATE TABLE IF NOT EXISTS clients (
    client_id        text PRIMARY KEY,
    business_name    text,
    owner_name       text,
    email            text,
    phone            text,
    niche            text,
    tier             text,
    status           text,
    domain           text,
    stack_notes      text,
    vault_ref        text,
    services         text,
    billing_cycle    text,
    monthly_fee_eur  numeric,
    start_date       date,
    renewal_date     date,
    created_at       timestamptz,
    notes            text,
    notify_channel   text,
    updated_at       timestamptz NOT NULL DEFAULT now()
);

CREATE TABLE IF NOT EXISTS leads (
    lead_id          text PRIMARY KEY,
    received_at      timestamptz,
    client_id        text,
    source           text,
    name             text,
    contact          text,
    service_interest text,
    message          text,
    status           text,
    notified         boolean,
    updated_at       timestamptz NOT NULL DEFAULT now()
);

CREATE TABLE IF NOT EXISTS projects (
    project_id    text PRIMARY KEY,
    client_id     text,
    deliverable   text,
    tier          text,
    checklist     text,
    go_live_date  date,
    status        text,
    updated_at    timestamptz NOT NULL DEFAULT now()
);

CREATE TABLE IF NOT EXISTS activity_log (
    id         bigserial PRIMARY KEY,
    ts         timestamptz,
    workflow   text,
    client_id  text,
    action     text,
    detail     text,
    result     text
);

CREATE TABLE IF NOT EXISTS bookings (
    booking_id        text PRIMARY KEY,
    created_at        timestamptz,
    client_id         text,
    customer_name     text,
    customer_contact  text,
    service           text,
    start_time        timestamptz,
    end_time          timestamptz,
    source            text,
    status            text,
    updated_at        timestamptz NOT NULL DEFAULT now()
);

CREATE TABLE IF NOT EXISTS invoices (
    invoice_id   text PRIMARY KEY,
    client_id    text,
    issued_date  date,
    due_date     date,
    amount_eur   numeric,
    period       text,
    status       text,
    paid_date    date,
    updated_at   timestamptz NOT NULL DEFAULT now()
);

-- Per-client login credentials (e.g. the auto-generated Easy!Appointments
-- provider login). Deliberately NOT mirrored to Sheets — see db.py TABLES
-- ("mirror": False) — so secrets never leave Postgres.
CREATE TABLE IF NOT EXISTS credentials (
    cred_id      text PRIMARY KEY,
    client_id    text,
    label        text,
    username     text,
    secret       text,
    notes        text,
    created_at   timestamptz,
    updated_at   timestamptz NOT NULL DEFAULT now()
);

-- Booking module (#15): resources, services, and the users / password-reset
-- tables the owner-login tickets build on. All access goes through
-- app/booking_db.py — see that module for the tenancy-safe data-access layer.
CREATE TABLE IF NOT EXISTS resources (
    resource_id  text PRIMARY KEY,
    client_id    text NOT NULL,
    name         text NOT NULL,
    active       boolean NOT NULL DEFAULT true,
    created_at   timestamptz NOT NULL DEFAULT now(),
    updated_at   timestamptz NOT NULL DEFAULT now()
);

CREATE TABLE IF NOT EXISTS services (
    service_id        text PRIMARY KEY,
    client_id         text NOT NULL,
    name              text NOT NULL,
    duration_minutes  integer NOT NULL,
    price             numeric,
    active            boolean NOT NULL DEFAULT true,
    created_at        timestamptz NOT NULL DEFAULT now(),
    updated_at        timestamptz NOT NULL DEFAULT now()
);

-- Owner login. email is globally unique (not per-client) per the spec (#14).
CREATE TABLE IF NOT EXISTS users (
    user_id        text PRIMARY KEY,
    client_id      text NOT NULL,
    email          text NOT NULL UNIQUE,
    password_hash  text NOT NULL,
    created_at     timestamptz NOT NULL DEFAULT now(),
    updated_at     timestamptz NOT NULL DEFAULT now()
);

-- Single-use reset tokens; consuming one (setting used_at) invalidates it.
-- No client_id column: the token itself is the auth boundary, resolved
-- straight to its user_id, same as a signed cancel/reschedule link.
CREATE TABLE IF NOT EXISTS password_reset_tokens (
    token       text PRIMARY KEY,
    user_id     text NOT NULL,
    expires_at  timestamptz NOT NULL,
    used_at     timestamptz
);

-- Double-booking protection lives in Postgres, not app code: one resource
-- can't hold two overlapping bookings, enforced on INSERT and UPDATE alike.
-- btree_gist lets the GiST exclusion constraint use plain "=" on resource_id.
CREATE EXTENSION IF NOT EXISTS btree_gist;

ALTER TABLE bookings ADD COLUMN IF NOT EXISTS resource_id text;
ALTER TABLE bookings ADD COLUMN IF NOT EXISTS during tstzrange
    GENERATED ALWAYS AS (tstzrange(start_time, end_time, '[)')) STORED;

-- ALTER TABLE ... ADD CONSTRAINT has no IF NOT EXISTS form, so guard by name
-- to keep this file safe to re-run on every deploy like everything above it.
DO $$
BEGIN
  IF NOT EXISTS (
    SELECT 1 FROM pg_constraint WHERE conname = 'bookings_no_overlap'
  ) THEN
    ALTER TABLE bookings ADD CONSTRAINT bookings_no_overlap
      EXCLUDE USING gist (resource_id WITH =, during WITH &&);
  END IF;
END $$;

ALTER TABLE clients ADD COLUMN IF NOT EXISTS slug         text UNIQUE;
ALTER TABLE clients ADD COLUMN IF NOT EXISTS timezone     text NOT NULL DEFAULT 'Europe/Berlin';
ALTER TABLE clients ADD COLUMN IF NOT EXISTS auto_confirm boolean NOT NULL DEFAULT true;
ALTER TABLE clients ADD COLUMN IF NOT EXISTS ics_token    text;

-- keep updated_at fresh on row changes
CREATE OR REPLACE FUNCTION touch_updated_at() RETURNS trigger AS $$
BEGIN NEW.updated_at = now(); RETURN NEW; END;
$$ LANGUAGE plpgsql;

-- CREATE OR REPLACE TRIGGER, not plain CREATE TRIGGER: this whole DO block is
-- one statement, so on a redeploy where e.g. clients_touch already exists, a
-- plain CREATE would raise and roll back the entire block -- including the
-- resources/services/users triggers this migration is adding -- before ever
-- reaching them, since they're later in the array.
DO $$
DECLARE t text;
BEGIN
  FOREACH t IN ARRAY ARRAY['clients','leads','projects','bookings','invoices',
                           'credentials','resources','services','users'] LOOP
    EXECUTE format(
      'CREATE OR REPLACE TRIGGER %I_touch BEFORE UPDATE ON %I FOR EACH ROW EXECUTE FUNCTION touch_updated_at()',
      t, t);
  END LOOP;
END $$;

CREATE INDEX IF NOT EXISTS leads_received_idx   ON leads (received_at DESC);
CREATE INDEX IF NOT EXISTS clients_status_idx   ON clients (status);
CREATE INDEX IF NOT EXISTS activity_ts_idx      ON activity_log (ts DESC);
CREATE INDEX IF NOT EXISTS credentials_client_idx ON credentials (client_id);
CREATE INDEX IF NOT EXISTS resources_client_idx ON resources (client_id);
CREATE INDEX IF NOT EXISTS services_client_idx  ON services (client_id);
CREATE INDEX IF NOT EXISTS bookings_client_idx  ON bookings (client_id);
CREATE INDEX IF NOT EXISTS users_client_idx     ON users (client_id);
CREATE INDEX IF NOT EXISTS password_reset_tokens_user_idx ON password_reset_tokens (user_id);