364 lines
15 KiB
PL/PgSQL
364 lines
15 KiB
PL/PgSQL
-- Legacy PostgreSQL 17 initialization snapshot for public schema
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-- Note:
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-- This file is kept only for historical reference.
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-- For new environments, use: sql/init_full_pg17.sql
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-- Usage:
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-- psql -d your_database -f sql/init_full_pg17.sql
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begin;
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set search_path to public;
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-- Unified trigger function for updated_at maintenance.
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create or replace function set_updated_at()
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returns trigger
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language plpgsql
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as $$
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begin
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new.updated_at = now();
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return new;
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end;
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$$;
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create or replace function create_trigger_if_not_exists(trigger_name text, table_name text)
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returns void
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language plpgsql
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as $$
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begin
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if not exists (
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select 1
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from pg_trigger t
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join pg_class c on c.oid = t.tgrelid
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join pg_namespace n on n.oid = c.relnamespace
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where t.tgname = trigger_name
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and c.relname = table_name
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and n.nspname = current_schema()
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) then
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execute format(
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'create trigger %I before update on %I for each row execute function set_updated_at()',
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trigger_name,
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table_name
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);
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end if;
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end;
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$$;
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create table if not exists sys_user (
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id bigint generated by default as identity primary key,
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user_code varchar(50),
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username varchar(50) not null,
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real_name varchar(50) not null,
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mobile varchar(20),
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email varchar(100),
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org_id bigint,
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job_title varchar(100),
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status smallint not null default 1,
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hire_date date,
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avatar_url varchar(255),
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password_hash varchar(255),
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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constraint uk_sys_user_username unique (username),
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constraint uk_sys_user_mobile unique (mobile)
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);
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create table if not exists crm_customer (
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id bigint generated by default as identity primary key,
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customer_code varchar(50),
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customer_name varchar(200) not null,
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customer_type varchar(50),
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industry varchar(50),
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province varchar(50),
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city varchar(50),
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address varchar(255),
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owner_user_id bigint,
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source varchar(50),
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status varchar(30) not null default 'potential'
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check (status in ('potential', 'following', 'won', 'lost')),
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remark text,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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constraint uk_crm_customer_code unique (customer_code)
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);
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create table if not exists crm_opportunity (
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id bigint generated by default as identity primary key,
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opportunity_code varchar(50) not null,
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opportunity_name varchar(200) not null,
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customer_id bigint not null,
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owner_user_id bigint not null,
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sales_expansion_id bigint,
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channel_expansion_id bigint,
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project_location varchar(100),
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operator_name varchar(100),
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amount numeric(18, 2) not null default 0,
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expected_close_date date,
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confidence_pct smallint not null default 0 check (confidence_pct between 0 and 100),
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stage varchar(50) not null default 'initial_contact',
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opportunity_type varchar(50),
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product_type varchar(100),
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source varchar(50),
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competitor_name varchar(200),
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archived boolean not null default false,
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pushed_to_oms boolean not null default false,
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oms_push_time timestamptz,
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description text,
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status varchar(30) not null default 'active'
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check (status in ('active', 'won', 'lost', 'closed')),
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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constraint uk_crm_opportunity_code unique (opportunity_code),
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constraint fk_crm_opportunity_customer foreign key (customer_id) references crm_customer(id)
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);
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create table if not exists crm_opportunity_followup (
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id bigint generated by default as identity primary key,
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opportunity_id bigint not null,
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followup_time timestamptz not null,
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followup_type varchar(50) not null,
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content text not null,
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next_action varchar(255),
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followup_user_id bigint not null,
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source_type varchar(30),
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source_id bigint,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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constraint fk_crm_opportunity_followup_opportunity
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foreign key (opportunity_id) references crm_opportunity(id) on delete cascade
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);
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create table if not exists crm_sales_expansion (
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id bigint generated by default as identity primary key,
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employee_no varchar(50) not null,
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candidate_name varchar(50) not null,
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office_name varchar(100),
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mobile varchar(20),
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email varchar(100),
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target_dept varchar(100),
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industry varchar(50),
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title varchar(100),
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intent_level varchar(20) not null default 'medium'
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check (intent_level in ('high', 'medium', 'low')),
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stage varchar(50) not null default 'initial_contact',
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has_desktop_exp boolean not null default false,
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in_progress boolean not null default true,
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employment_status varchar(20) not null default 'active'
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check (employment_status in ('active', 'left', 'joined', 'abandoned')),
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expected_join_date date,
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owner_user_id bigint not null,
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remark text,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create table if not exists crm_channel_expansion (
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id bigint generated by default as identity primary key,
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channel_code varchar(50),
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province varchar(50),
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channel_name varchar(200) not null,
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office_address varchar(255),
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channel_industry varchar(100),
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annual_revenue numeric(18, 2),
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staff_size integer check (staff_size is null or staff_size >= 0),
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contact_established_date date,
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intent_level varchar(20) not null default 'medium'
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check (intent_level in ('high', 'medium', 'low')),
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has_desktop_exp boolean not null default false,
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contact_name varchar(50),
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contact_title varchar(100),
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contact_mobile varchar(20),
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channel_attribute varchar(100),
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internal_attribute varchar(100),
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stage varchar(50) not null default 'initial_contact',
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landed_flag boolean not null default false,
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expected_sign_date date,
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owner_user_id bigint not null,
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remark text,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create table if not exists crm_channel_expansion_contact (
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id bigint generated by default as identity primary key,
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channel_expansion_id bigint not null,
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contact_name varchar(50),
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contact_mobile varchar(20),
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contact_title varchar(100),
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sort_order integer not null default 1,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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constraint fk_crm_channel_expansion_contact_channel
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foreign key (channel_expansion_id) references crm_channel_expansion(id) on delete cascade
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);
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create table if not exists crm_expansion_followup (
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id bigint generated by default as identity primary key,
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biz_type varchar(20) not null check (biz_type in ('sales', 'channel')),
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biz_id bigint not null,
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followup_time timestamptz not null,
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followup_type varchar(50) not null,
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content text not null,
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next_action varchar(255),
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followup_user_id bigint not null,
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visit_start_time timestamptz,
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evaluation_content text,
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next_plan text,
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source_type varchar(30),
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source_id bigint,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create table if not exists work_checkin (
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id bigint generated by default as identity primary key,
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user_id bigint not null,
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checkin_date date not null,
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checkin_time timestamptz not null,
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biz_type varchar(20) check (biz_type is null or biz_type in ('sales', 'channel', 'opportunity')),
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biz_id bigint,
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biz_name varchar(200),
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longitude numeric(10, 6),
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latitude numeric(10, 6),
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location_text varchar(255) not null,
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remark varchar(500),
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user_name varchar(100),
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dept_name varchar(200),
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status varchar(30) not null default 'normal'
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check (status in ('normal', 'abnormal', 'reissue')),
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create table if not exists work_daily_report (
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id bigint generated by default as identity primary key,
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user_id bigint not null,
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report_date date not null,
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work_content text,
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tomorrow_plan text,
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source_type varchar(30) not null default 'manual'
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check (source_type in ('manual', 'voice')),
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submit_time timestamptz,
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status varchar(30) not null default 'draft'
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check (status in ('draft', 'submitted', 'read', 'reviewed')),
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score integer check (score is null or score between 0 and 100),
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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constraint uk_work_daily_report_user_date unique (user_id, report_date)
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);
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create table if not exists work_daily_report_comment (
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id bigint generated by default as identity primary key,
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report_id bigint not null,
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reviewer_user_id bigint not null,
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score integer check (score is null or score between 0 and 100),
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comment_content text,
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reviewed_at timestamptz not null default now(),
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created_at timestamptz not null default now(),
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constraint fk_work_daily_report_comment_report
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foreign key (report_id) references work_daily_report(id) on delete cascade
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);
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create table if not exists work_todo (
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id bigint generated by default as identity primary key,
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user_id bigint not null,
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title varchar(200) not null,
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biz_type varchar(30) not null default 'other'
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check (biz_type in ('opportunity', 'expansion', 'report', 'other')),
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biz_id bigint,
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due_date timestamptz,
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status varchar(20) not null default 'todo'
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check (status in ('todo', 'done', 'canceled')),
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priority varchar(20) not null default 'medium'
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check (priority in ('high', 'medium', 'low')),
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create table if not exists sys_activity_log (
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id bigint generated by default as identity primary key,
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biz_type varchar(30) not null,
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biz_id bigint,
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action_type varchar(50) not null,
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title varchar(200) not null,
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content varchar(500),
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operator_user_id bigint,
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created_at timestamptz not null default now()
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);
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do $$
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begin
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if not exists (
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select 1
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from pg_constraint
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where conname = 'fk_crm_opportunity_channel_expansion'
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) then
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alter table crm_opportunity
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add constraint fk_crm_opportunity_channel_expansion
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foreign key (channel_expansion_id) references crm_channel_expansion(id);
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end if;
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end $$;
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create index if not exists idx_crm_customer_owner on crm_customer(owner_user_id);
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create index if not exists idx_crm_customer_name on crm_customer(customer_name);
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create index if not exists idx_sys_user_org_id on sys_user(org_id);
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create unique index if not exists uk_crm_sales_expansion_owner_employee_no
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on crm_sales_expansion(owner_user_id, employee_no);
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create sequence if not exists crm_channel_expansion_code_seq start with 1 increment by 1 minvalue 1;
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create index if not exists idx_crm_opportunity_customer on crm_opportunity(customer_id);
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create index if not exists idx_crm_opportunity_owner on crm_opportunity(owner_user_id);
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create index if not exists idx_crm_opportunity_sales_expansion on crm_opportunity(sales_expansion_id);
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create index if not exists idx_crm_opportunity_stage on crm_opportunity(stage);
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create index if not exists idx_crm_opportunity_expected_close on crm_opportunity(expected_close_date);
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create index if not exists idx_crm_opportunity_archived on crm_opportunity(archived);
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create index if not exists idx_crm_opportunity_followup_opportunity_time
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on crm_opportunity_followup(opportunity_id, followup_time desc);
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create index if not exists idx_crm_opportunity_followup_user on crm_opportunity_followup(followup_user_id);
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create index if not exists idx_crm_sales_expansion_owner on crm_sales_expansion(owner_user_id);
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create index if not exists idx_crm_sales_expansion_stage on crm_sales_expansion(stage);
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create index if not exists idx_crm_sales_expansion_mobile on crm_sales_expansion(mobile);
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create index if not exists idx_crm_channel_expansion_owner on crm_channel_expansion(owner_user_id);
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create index if not exists idx_crm_channel_expansion_stage on crm_channel_expansion(stage);
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create index if not exists idx_crm_channel_expansion_name on crm_channel_expansion(channel_name);
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create unique index if not exists uk_crm_channel_expansion_code
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on crm_channel_expansion(channel_code)
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where channel_code is not null;
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create index if not exists idx_crm_channel_expansion_contact_channel on crm_channel_expansion_contact(channel_expansion_id);
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create index if not exists idx_crm_opportunity_channel_expansion on crm_opportunity(channel_expansion_id);
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create index if not exists idx_crm_expansion_followup_biz_time
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on crm_expansion_followup(biz_type, biz_id, followup_time desc);
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create index if not exists idx_crm_expansion_followup_user on crm_expansion_followup(followup_user_id);
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create index if not exists idx_work_checkin_user_date on work_checkin(user_id, checkin_date desc);
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create index if not exists idx_work_daily_report_user_date on work_daily_report(user_id, report_date desc);
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create index if not exists idx_work_daily_report_status on work_daily_report(status);
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create index if not exists idx_work_daily_report_comment_report on work_daily_report_comment(report_id);
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create index if not exists idx_sys_activity_log_created on sys_activity_log(created_at desc);
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create index if not exists idx_sys_activity_log_biz on sys_activity_log(biz_type, biz_id);
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select create_trigger_if_not_exists('trg_sys_user_updated_at', 'sys_user');
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select create_trigger_if_not_exists('trg_crm_customer_updated_at', 'crm_customer');
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select create_trigger_if_not_exists('trg_crm_opportunity_updated_at', 'crm_opportunity');
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select create_trigger_if_not_exists('trg_crm_opportunity_followup_updated_at', 'crm_opportunity_followup');
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select create_trigger_if_not_exists('trg_crm_sales_expansion_updated_at', 'crm_sales_expansion');
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select create_trigger_if_not_exists('trg_crm_channel_expansion_updated_at', 'crm_channel_expansion');
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select create_trigger_if_not_exists('trg_crm_channel_expansion_contact_updated_at', 'crm_channel_expansion_contact');
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select create_trigger_if_not_exists('trg_crm_expansion_followup_updated_at', 'crm_expansion_followup');
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select create_trigger_if_not_exists('trg_work_checkin_updated_at', 'work_checkin');
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select create_trigger_if_not_exists('trg_work_daily_report_updated_at', 'work_daily_report');
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select create_trigger_if_not_exists('trg_work_todo_updated_at', 'work_todo');
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comment on table sys_user is '系统用户';
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comment on table crm_customer is '客户主表';
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comment on table crm_opportunity is '商机主表';
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comment on table crm_opportunity_followup is '商机跟进记录';
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comment on table crm_sales_expansion is '销售人员拓展';
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comment on table crm_channel_expansion is '渠道拓展';
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comment on table crm_channel_expansion_contact is '渠道拓展联系人';
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comment on table crm_expansion_followup is '拓展跟进记录';
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comment on table work_checkin is '外勤打卡';
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comment on table work_daily_report is '日报';
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comment on table work_daily_report_comment is '日报点评';
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comment on table work_todo is '待办事项';
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comment on table sys_activity_log is '首页动态日志';
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commit;
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