unis_crm/sql/archive/init_pg17.sql

-- Legacy PostgreSQL 17 initialization snapshot for public schema
-- Note:
--   This file is kept only for historical reference.
--   For new environments, use: sql/init_full_pg17.sql
-- Usage:
--   psql -d your_database -f sql/init_full_pg17.sql

begin;

set search_path to public;

-- Unified trigger function for updated_at maintenance.
create or replace function set_updated_at()
returns trigger
language plpgsql
as $$
begin
  new.updated_at = now();
  return new;
end;
$$;

create or replace function create_trigger_if_not_exists(trigger_name text, table_name text)
returns void
language plpgsql
as $$
begin
  if not exists (
    select 1
    from pg_trigger t
    join pg_class c on c.oid = t.tgrelid
    join pg_namespace n on n.oid = c.relnamespace
    where t.tgname = trigger_name
      and c.relname = table_name
      and n.nspname = current_schema()
  ) then
    execute format(
      'create trigger %I before update on %I for each row execute function set_updated_at()',
      trigger_name,
      table_name
    );
  end if;
end;
$$;

create table if not exists sys_user (
  id bigint generated by default as identity primary key,
  user_code varchar(50),
  username varchar(50) not null,
  real_name varchar(50) not null,
  mobile varchar(20),
  email varchar(100),
  org_id bigint,
  job_title varchar(100),
  status smallint not null default 1,
  hire_date date,
  avatar_url varchar(255),
  password_hash varchar(255),
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now(),
  constraint uk_sys_user_username unique (username),
  constraint uk_sys_user_mobile unique (mobile)
);

create table if not exists crm_customer (
  id bigint generated by default as identity primary key,
  customer_code varchar(50),
  customer_name varchar(200) not null,
  customer_type varchar(50),
  industry varchar(50),
  province varchar(50),
  city varchar(50),
  address varchar(255),
  owner_user_id bigint,
  source varchar(50),
  status varchar(30) not null default 'potential'
    check (status in ('potential', 'following', 'won', 'lost')),
  remark text,
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now(),
  constraint uk_crm_customer_code unique (customer_code)
);

create table if not exists crm_opportunity (
  id bigint generated by default as identity primary key,
  opportunity_code varchar(50) not null,
  opportunity_name varchar(200) not null,
  customer_id bigint not null,
  owner_user_id bigint not null,
  sales_expansion_id bigint,
  channel_expansion_id bigint,
  project_location varchar(100),
  operator_name varchar(100),
  amount numeric(18, 2) not null default 0,
  expected_close_date date,
  confidence_pct smallint not null default 0 check (confidence_pct between 0 and 100),
  stage varchar(50) not null default 'initial_contact',
  opportunity_type varchar(50),
  product_type varchar(100),
  source varchar(50),
  competitor_name varchar(200),
  archived boolean not null default false,
  pushed_to_oms boolean not null default false,
  oms_push_time timestamptz,
  description text,
  status varchar(30) not null default 'active'
    check (status in ('active', 'won', 'lost', 'closed')),
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now(),
  constraint uk_crm_opportunity_code unique (opportunity_code),
  constraint fk_crm_opportunity_customer foreign key (customer_id) references crm_customer(id)
);

create table if not exists crm_opportunity_followup (
  id bigint generated by default as identity primary key,
  opportunity_id bigint not null,
  followup_time timestamptz not null,
  followup_type varchar(50) not null,
  content text not null,
  next_action varchar(255),
  followup_user_id bigint not null,
  source_type varchar(30),
  source_id bigint,
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now(),
  constraint fk_crm_opportunity_followup_opportunity
    foreign key (opportunity_id) references crm_opportunity(id) on delete cascade
);

create table if not exists crm_sales_expansion (
  id bigint generated by default as identity primary key,
  employee_no varchar(50) not null,
  candidate_name varchar(50) not null,
  office_name varchar(100),
  mobile varchar(20),
  email varchar(100),
  target_dept varchar(100),
  industry varchar(50),
  title varchar(100),
  intent_level varchar(20) not null default 'medium'
    check (intent_level in ('high', 'medium', 'low')),
  stage varchar(50) not null default 'initial_contact',
  has_desktop_exp boolean not null default false,
  in_progress boolean not null default true,
  employment_status varchar(20) not null default 'active'
    check (employment_status in ('active', 'left', 'joined', 'abandoned')),
  expected_join_date date,
  owner_user_id bigint not null,
  remark text,
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now()
);

create table if not exists crm_channel_expansion (
  id bigint generated by default as identity primary key,
  channel_code varchar(50),
  province varchar(50),
  channel_name varchar(200) not null,
  office_address varchar(255),
  channel_industry varchar(100),
  annual_revenue numeric(18, 2),
  staff_size integer check (staff_size is null or staff_size >= 0),
  contact_established_date date,
  intent_level varchar(20) not null default 'medium'
    check (intent_level in ('high', 'medium', 'low')),
  has_desktop_exp boolean not null default false,
  contact_name varchar(50),
  contact_title varchar(100),
  contact_mobile varchar(20),
  channel_attribute varchar(100),
  internal_attribute varchar(100),
  stage varchar(50) not null default 'initial_contact',
  landed_flag boolean not null default false,
  expected_sign_date date,
  owner_user_id bigint not null,
  remark text,
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now()
);

create table if not exists crm_channel_expansion_contact (
  id bigint generated by default as identity primary key,
  channel_expansion_id bigint not null,
  contact_name varchar(50),
  contact_mobile varchar(20),
  contact_title varchar(100),
  sort_order integer not null default 1,
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now(),
  constraint fk_crm_channel_expansion_contact_channel
    foreign key (channel_expansion_id) references crm_channel_expansion(id) on delete cascade
);

create table if not exists crm_expansion_followup (
  id bigint generated by default as identity primary key,
  biz_type varchar(20) not null check (biz_type in ('sales', 'channel')),
  biz_id bigint not null,
  followup_time timestamptz not null,
  followup_type varchar(50) not null,
  content text not null,
  next_action varchar(255),
  followup_user_id bigint not null,
  visit_start_time timestamptz,
  evaluation_content text,
  next_plan text,
  source_type varchar(30),
  source_id bigint,
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now()
);

create table if not exists work_checkin (
  id bigint generated by default as identity primary key,
  user_id bigint not null,
  checkin_date date not null,
  checkin_time timestamptz not null,
  biz_type varchar(20) check (biz_type is null or biz_type in ('sales', 'channel', 'opportunity')),
  biz_id bigint,
  biz_name varchar(200),
  longitude numeric(10, 6),
  latitude numeric(10, 6),
  location_text varchar(255) not null,
  remark varchar(500),
  user_name varchar(100),
  dept_name varchar(200),
  status varchar(30) not null default 'normal'
    check (status in ('normal', 'abnormal', 'reissue')),
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now()
);

create table if not exists work_daily_report (
  id bigint generated by default as identity primary key,
  user_id bigint not null,
  report_date date not null,
  work_content text,
  tomorrow_plan text,
  source_type varchar(30) not null default 'manual'
    check (source_type in ('manual', 'voice')),
  submit_time timestamptz,
  status varchar(30) not null default 'draft'
    check (status in ('draft', 'submitted', 'read', 'reviewed')),
  score integer check (score is null or score between 0 and 100),
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now(),
  constraint uk_work_daily_report_user_date unique (user_id, report_date)
);

create table if not exists work_daily_report_comment (
  id bigint generated by default as identity primary key,
  report_id bigint not null,
  reviewer_user_id bigint not null,
  score integer check (score is null or score between 0 and 100),
  comment_content text,
  reviewed_at timestamptz not null default now(),
  created_at timestamptz not null default now(),
  constraint fk_work_daily_report_comment_report
    foreign key (report_id) references work_daily_report(id) on delete cascade
);

create table if not exists work_todo (
  id bigint generated by default as identity primary key,
  user_id bigint not null,
  title varchar(200) not null,
  biz_type varchar(30) not null default 'other'
    check (biz_type in ('opportunity', 'expansion', 'report', 'other')),
  biz_id bigint,
  due_date timestamptz,
  status varchar(20) not null default 'todo'
    check (status in ('todo', 'done', 'canceled')),
  priority varchar(20) not null default 'medium'
    check (priority in ('high', 'medium', 'low')),
  created_at timestamptz not null default now(),
  updated_at timestamptz not null default now()
);

create table if not exists sys_activity_log (
  id bigint generated by default as identity primary key,
  biz_type varchar(30) not null,
  biz_id bigint,
  action_type varchar(50) not null,
  title varchar(200) not null,
  content varchar(500),
  operator_user_id bigint,
  created_at timestamptz not null default now()
);

do $$
begin
  if not exists (
    select 1
    from pg_constraint
    where conname = 'fk_crm_opportunity_channel_expansion'
  ) then
    alter table crm_opportunity
      add constraint fk_crm_opportunity_channel_expansion
      foreign key (channel_expansion_id) references crm_channel_expansion(id);
  end if;
end $$;

create index if not exists idx_crm_customer_owner on crm_customer(owner_user_id);
create index if not exists idx_crm_customer_name on crm_customer(customer_name);
create index if not exists idx_sys_user_org_id on sys_user(org_id);
create unique index if not exists uk_crm_sales_expansion_owner_employee_no
  on crm_sales_expansion(owner_user_id, employee_no);
create sequence if not exists crm_channel_expansion_code_seq start with 1 increment by 1 minvalue 1;
create index if not exists idx_crm_opportunity_customer on crm_opportunity(customer_id);
create index if not exists idx_crm_opportunity_owner on crm_opportunity(owner_user_id);
create index if not exists idx_crm_opportunity_sales_expansion on crm_opportunity(sales_expansion_id);
create index if not exists idx_crm_opportunity_stage on crm_opportunity(stage);
create index if not exists idx_crm_opportunity_expected_close on crm_opportunity(expected_close_date);
create index if not exists idx_crm_opportunity_archived on crm_opportunity(archived);
create index if not exists idx_crm_opportunity_followup_opportunity_time
  on crm_opportunity_followup(opportunity_id, followup_time desc);
create index if not exists idx_crm_opportunity_followup_user on crm_opportunity_followup(followup_user_id);
create index if not exists idx_crm_sales_expansion_owner on crm_sales_expansion(owner_user_id);
create index if not exists idx_crm_sales_expansion_stage on crm_sales_expansion(stage);
create index if not exists idx_crm_sales_expansion_mobile on crm_sales_expansion(mobile);
create index if not exists idx_crm_channel_expansion_owner on crm_channel_expansion(owner_user_id);
create index if not exists idx_crm_channel_expansion_stage on crm_channel_expansion(stage);
create index if not exists idx_crm_channel_expansion_name on crm_channel_expansion(channel_name);
create unique index if not exists uk_crm_channel_expansion_code
  on crm_channel_expansion(channel_code)
  where channel_code is not null;
create index if not exists idx_crm_channel_expansion_contact_channel on crm_channel_expansion_contact(channel_expansion_id);
create index if not exists idx_crm_opportunity_channel_expansion on crm_opportunity(channel_expansion_id);
create index if not exists idx_crm_expansion_followup_biz_time
  on crm_expansion_followup(biz_type, biz_id, followup_time desc);
create index if not exists idx_crm_expansion_followup_user on crm_expansion_followup(followup_user_id);
create index if not exists idx_work_checkin_user_date on work_checkin(user_id, checkin_date desc);
create index if not exists idx_work_daily_report_user_date on work_daily_report(user_id, report_date desc);
create index if not exists idx_work_daily_report_status on work_daily_report(status);
create index if not exists idx_work_daily_report_comment_report on work_daily_report_comment(report_id);
create index if not exists idx_sys_activity_log_created on sys_activity_log(created_at desc);
create index if not exists idx_sys_activity_log_biz on sys_activity_log(biz_type, biz_id);

select create_trigger_if_not_exists('trg_sys_user_updated_at', 'sys_user');
select create_trigger_if_not_exists('trg_crm_customer_updated_at', 'crm_customer');
select create_trigger_if_not_exists('trg_crm_opportunity_updated_at', 'crm_opportunity');
select create_trigger_if_not_exists('trg_crm_opportunity_followup_updated_at', 'crm_opportunity_followup');
select create_trigger_if_not_exists('trg_crm_sales_expansion_updated_at', 'crm_sales_expansion');
select create_trigger_if_not_exists('trg_crm_channel_expansion_updated_at', 'crm_channel_expansion');
select create_trigger_if_not_exists('trg_crm_channel_expansion_contact_updated_at', 'crm_channel_expansion_contact');
select create_trigger_if_not_exists('trg_crm_expansion_followup_updated_at', 'crm_expansion_followup');
select create_trigger_if_not_exists('trg_work_checkin_updated_at', 'work_checkin');
select create_trigger_if_not_exists('trg_work_daily_report_updated_at', 'work_daily_report');
select create_trigger_if_not_exists('trg_work_todo_updated_at', 'work_todo');

comment on table sys_user is '系统用户';
comment on table crm_customer is '客户主表';
comment on table crm_opportunity is '商机主表';
comment on table crm_opportunity_followup is '商机跟进记录';
comment on table crm_sales_expansion is '销售人员拓展';
comment on table crm_channel_expansion is '渠道拓展';
comment on table crm_channel_expansion_contact is '渠道拓展联系人';
comment on table crm_expansion_followup is '拓展跟进记录';
comment on table work_checkin is '外勤打卡';
comment on table work_daily_report is '日报';
comment on table work_daily_report_comment is '日报点评';
comment on table work_todo is '待办事项';
comment on table sys_activity_log is '首页动态日志';

commit;