697 lines
26 KiB
PL/PgSQL
697 lines
26 KiB
PL/PgSQL
-- PostgreSQL 17 full initialization script for public schema
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-- Usage:
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-- psql -d your_database -f sql/init_full_pg17.sql
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--
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-- Structure:
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-- 1) base schema objects
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-- 2) indexes / triggers / comments
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-- 3) compatibility absorption for old environments
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--
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-- Notes:
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-- - This is the current canonical initialization entry.
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-- - Historical incremental scripts are archived under sql/archive/.
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begin;
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set search_path to public;
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-- =====================================================================
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-- Section 1. Utilities
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-- =====================================================================
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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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-- =====================================================================
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-- Section 2. Base tables
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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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-- =====================================================================
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-- Section 3. Indexes / triggers / comments
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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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do $$
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begin
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if exists (
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select 1
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from information_schema.columns
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where table_schema = current_schema()
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and table_name = 'sys_user'
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and column_name = 'org_id'
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) then
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execute 'create index if not exists idx_sys_user_org_id on sys_user(org_id)';
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end if;
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end;
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$$;
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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 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 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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-- =====================================================================
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-- Compatibility DDL section
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-- Purpose:
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-- 1) make this script usable for both fresh installs and old-environment upgrades
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-- 2) absorb historical DDL migration scripts into a single deployment entry
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-- 3) keep base-framework tables managed by unisbase itself
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--
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-- Base framework dependencies not created here:
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-- sys_org, sys_dict_item, sys_tenant_user, sys_role, sys_user_role ...
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-- =====================================================================
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begin;
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set search_path to public;
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-- sys_user compatibility: dept_id -> org_id
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DO $$
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BEGIN
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IF to_regclass('public.sys_user') IS NOT NULL THEN
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IF NOT EXISTS (
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SELECT 1
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FROM information_schema.columns
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WHERE table_schema = 'public'
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AND table_name = 'sys_user'
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AND column_name = 'org_id'
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) THEN
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ALTER TABLE public.sys_user ADD COLUMN org_id bigint;
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END IF;
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IF EXISTS (
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SELECT 1
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FROM information_schema.columns
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WHERE table_schema = 'public'
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AND table_name = 'sys_user'
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AND column_name = 'dept_id'
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) THEN
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EXECUTE 'update public.sys_user set org_id = coalesce(org_id, dept_id) where dept_id is not null';
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ALTER TABLE public.sys_user DROP COLUMN dept_id;
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END IF;
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END IF;
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END $$;
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DROP INDEX IF EXISTS public.idx_sys_user_dept_id;
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CREATE INDEX IF NOT EXISTS idx_sys_user_org_id ON public.sys_user(org_id);
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-- crm_sales_expansion compatibility: ensure employee_no / office_name / target_dept text
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ALTER TABLE IF EXISTS crm_sales_expansion
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ADD COLUMN IF NOT EXISTS employee_no varchar(50),
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ADD COLUMN IF NOT EXISTS office_name varchar(100),
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ADD COLUMN IF NOT EXISTS target_dept varchar(100);
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DO $$
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BEGIN
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IF to_regclass('public.crm_sales_expansion') IS NOT NULL THEN
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IF EXISTS (
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SELECT 1
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|
FROM information_schema.columns
|
|
WHERE table_schema = 'public'
|
|
AND table_name = 'crm_sales_expansion'
|
|
AND column_name = 'target_dept_id'
|
|
) THEN
|
|
UPDATE crm_sales_expansion s
|
|
SET target_dept = COALESCE(
|
|
NULLIF(s.target_dept, ''),
|
|
(
|
|
SELECT d.item_label
|
|
FROM sys_dict_item d
|
|
WHERE d.type_code = 'tz_ssbm'
|
|
AND d.item_value = s.target_dept_id::varchar
|
|
AND d.status = 1
|
|
AND COALESCE(d.is_deleted, 0) = 0
|
|
ORDER BY d.sort_order ASC NULLS LAST, d.dict_item_id ASC
|
|
LIMIT 1
|
|
),
|
|
(
|
|
SELECT o.org_name
|
|
FROM sys_org o
|
|
WHERE o.id = s.target_dept_id
|
|
LIMIT 1
|
|
),
|
|
s.target_dept_id::varchar
|
|
)
|
|
WHERE s.target_dept_id IS NOT NULL;
|
|
|
|
ALTER TABLE crm_sales_expansion DROP COLUMN target_dept_id;
|
|
END IF;
|
|
|
|
UPDATE crm_sales_expansion
|
|
SET employee_no = concat('EMP', lpad(id::text, 6, '0'))
|
|
WHERE employee_no IS NULL OR btrim(employee_no) = '';
|
|
|
|
WITH duplicated AS (
|
|
SELECT
|
|
id,
|
|
row_number() over (partition by owner_user_id, employee_no order by id asc) AS rn
|
|
FROM crm_sales_expansion
|
|
WHERE employee_no IS NOT NULL
|
|
AND btrim(employee_no) <> ''
|
|
)
|
|
UPDATE crm_sales_expansion s
|
|
SET employee_no = concat(s.employee_no, '-', s.id)
|
|
FROM duplicated d
|
|
WHERE s.id = d.id
|
|
AND d.rn > 1;
|
|
|
|
IF NOT EXISTS (
|
|
SELECT 1 FROM crm_sales_expansion WHERE employee_no IS NULL OR btrim(employee_no) = ''
|
|
) THEN
|
|
ALTER TABLE crm_sales_expansion
|
|
ALTER COLUMN employee_no SET NOT NULL;
|
|
END IF;
|
|
END IF;
|
|
END $$;
|
|
|
|
DO $$
|
|
BEGIN
|
|
IF to_regclass('public.crm_sales_expansion') IS NOT NULL THEN
|
|
IF NOT EXISTS (
|
|
SELECT 1
|
|
FROM pg_indexes
|
|
WHERE schemaname = 'public'
|
|
AND indexname = 'uk_crm_sales_expansion_owner_employee_no'
|
|
) THEN
|
|
CREATE UNIQUE INDEX uk_crm_sales_expansion_owner_employee_no
|
|
ON crm_sales_expansion(owner_user_id, employee_no);
|
|
END IF;
|
|
END IF;
|
|
END $$;
|
|
|
|
-- crm_opportunity compatibility: absorb old extension fields and relationships
|
|
ALTER TABLE IF EXISTS crm_opportunity
|
|
ADD COLUMN IF NOT EXISTS sales_expansion_id bigint,
|
|
ADD COLUMN IF NOT EXISTS channel_expansion_id bigint,
|
|
ADD COLUMN IF NOT EXISTS project_location varchar(100),
|
|
ADD COLUMN IF NOT EXISTS operator_name varchar(100),
|
|
ADD COLUMN IF NOT EXISTS competitor_name varchar(200);
|
|
|
|
DO $$
|
|
BEGIN
|
|
IF to_regclass('public.crm_opportunity') IS NOT NULL THEN
|
|
ALTER TABLE public.crm_opportunity
|
|
DROP CONSTRAINT IF EXISTS crm_opportunity_stage_check;
|
|
|
|
IF NOT EXISTS (
|
|
SELECT 1 FROM pg_constraint WHERE conname = 'fk_crm_opportunity_sales_expansion'
|
|
) THEN
|
|
ALTER TABLE public.crm_opportunity
|
|
ADD CONSTRAINT fk_crm_opportunity_sales_expansion
|
|
FOREIGN KEY (sales_expansion_id) REFERENCES public.crm_sales_expansion(id);
|
|
END IF;
|
|
|
|
IF NOT EXISTS (
|
|
SELECT 1 FROM pg_constraint WHERE conname = 'fk_crm_opportunity_channel_expansion'
|
|
) THEN
|
|
ALTER TABLE public.crm_opportunity
|
|
ADD CONSTRAINT fk_crm_opportunity_channel_expansion
|
|
FOREIGN KEY (channel_expansion_id) REFERENCES public.crm_channel_expansion(id);
|
|
END IF;
|
|
END IF;
|
|
END $$;
|
|
|
|
-- crm_channel_expansion compatibility: absorb detail columns and contact sub-table
|
|
ALTER TABLE IF EXISTS crm_channel_expansion
|
|
ADD COLUMN IF NOT EXISTS channel_code varchar(50),
|
|
ADD COLUMN IF NOT EXISTS office_address varchar(255),
|
|
ADD COLUMN IF NOT EXISTS channel_industry varchar(100),
|
|
ADD COLUMN IF NOT EXISTS contact_established_date date,
|
|
ADD COLUMN IF NOT EXISTS intent_level varchar(20),
|
|
ADD COLUMN IF NOT EXISTS has_desktop_exp boolean,
|
|
ADD COLUMN IF NOT EXISTS channel_attribute varchar(100),
|
|
ADD COLUMN IF NOT EXISTS internal_attribute varchar(100);
|
|
|
|
DO $$
|
|
BEGIN
|
|
IF to_regclass('public.crm_channel_expansion') IS NOT NULL THEN
|
|
IF EXISTS (
|
|
SELECT 1
|
|
FROM information_schema.columns
|
|
WHERE table_schema = 'public'
|
|
AND table_name = 'crm_channel_expansion'
|
|
AND column_name = 'industry'
|
|
) THEN
|
|
EXECUTE 'update public.crm_channel_expansion set channel_industry = coalesce(channel_industry, industry) where channel_industry is null and industry is not null';
|
|
END IF;
|
|
|
|
UPDATE crm_channel_expansion
|
|
SET intent_level = COALESCE(intent_level, 'medium'),
|
|
has_desktop_exp = COALESCE(has_desktop_exp, false);
|
|
|
|
ALTER TABLE crm_channel_expansion
|
|
ALTER COLUMN intent_level SET DEFAULT 'medium',
|
|
ALTER COLUMN has_desktop_exp SET DEFAULT false;
|
|
|
|
IF EXISTS (
|
|
SELECT 1 FROM crm_channel_expansion WHERE intent_level IS NULL
|
|
) THEN
|
|
RAISE NOTICE 'crm_channel_expansion.intent_level still has null values before not-null enforcement';
|
|
ELSE
|
|
ALTER TABLE crm_channel_expansion
|
|
ALTER COLUMN intent_level SET NOT NULL;
|
|
END IF;
|
|
|
|
IF EXISTS (
|
|
SELECT 1 FROM crm_channel_expansion WHERE has_desktop_exp IS NULL
|
|
) THEN
|
|
RAISE NOTICE 'crm_channel_expansion.has_desktop_exp still has null values before not-null enforcement';
|
|
ELSE
|
|
ALTER TABLE crm_channel_expansion
|
|
ALTER COLUMN has_desktop_exp SET NOT NULL;
|
|
END IF;
|
|
|
|
IF NOT EXISTS (
|
|
SELECT 1 FROM pg_constraint WHERE conname = 'crm_channel_expansion_intent_level_check'
|
|
) THEN
|
|
ALTER TABLE crm_channel_expansion
|
|
ADD CONSTRAINT crm_channel_expansion_intent_level_check
|
|
CHECK (intent_level IN ('high', 'medium', 'low'));
|
|
END IF;
|
|
END IF;
|
|
END $$;
|
|
|
|
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
|
|
);
|
|
|
|
DO $$
|
|
BEGIN
|
|
IF to_regclass('public.crm_channel_expansion') IS NOT NULL
|
|
AND to_regclass('public.crm_channel_expansion_contact') IS NOT NULL THEN
|
|
INSERT INTO crm_channel_expansion_contact (
|
|
channel_expansion_id,
|
|
contact_name,
|
|
contact_mobile,
|
|
contact_title,
|
|
sort_order,
|
|
created_at,
|
|
updated_at
|
|
)
|
|
SELECT c.id, c.contact_name, c.contact_mobile, c.contact_title, 1, now(), now()
|
|
FROM crm_channel_expansion c
|
|
WHERE (COALESCE(btrim(c.contact_name), '') <> ''
|
|
OR COALESCE(btrim(c.contact_mobile), '') <> ''
|
|
OR COALESCE(btrim(c.contact_title), '') <> '')
|
|
AND NOT EXISTS (
|
|
SELECT 1
|
|
FROM crm_channel_expansion_contact cc
|
|
WHERE cc.channel_expansion_id = c.id
|
|
);
|
|
END IF;
|
|
END $$;
|
|
|
|
-- follow-up compatibility: source fields and structured work-report fields
|
|
ALTER TABLE IF EXISTS crm_expansion_followup
|
|
ADD COLUMN IF NOT EXISTS visit_start_time timestamptz,
|
|
ADD COLUMN IF NOT EXISTS evaluation_content text,
|
|
ADD COLUMN IF NOT EXISTS next_plan text,
|
|
ADD COLUMN IF NOT EXISTS source_type varchar(30),
|
|
ADD COLUMN IF NOT EXISTS source_id bigint;
|
|
|
|
ALTER TABLE IF EXISTS crm_opportunity_followup
|
|
ADD COLUMN IF NOT EXISTS source_type varchar(30),
|
|
ADD COLUMN IF NOT EXISTS source_id bigint;
|
|
|
|
-- work_checkin compatibility: relation fields
|
|
ALTER TABLE IF EXISTS work_checkin
|
|
ADD COLUMN IF NOT EXISTS biz_type varchar(20),
|
|
ADD COLUMN IF NOT EXISTS biz_id bigint,
|
|
ADD COLUMN IF NOT EXISTS biz_name varchar(200),
|
|
ADD COLUMN IF NOT EXISTS user_name varchar(100),
|
|
ADD COLUMN IF NOT EXISTS dept_name varchar(200);
|
|
|
|
DO $$
|
|
BEGIN
|
|
IF to_regclass('public.work_checkin') IS NOT NULL
|
|
AND NOT EXISTS (
|
|
SELECT 1
|
|
FROM pg_constraint
|
|
WHERE conrelid = 'public.work_checkin'::regclass
|
|
AND conname = 'work_checkin_biz_type_check'
|
|
) THEN
|
|
ALTER TABLE public.work_checkin
|
|
ADD CONSTRAINT work_checkin_biz_type_check
|
|
CHECK (biz_type IS NULL OR biz_type IN ('sales', 'channel', 'opportunity'));
|
|
END IF;
|
|
END $$;
|
|
|
|
-- additional indexes absorbed from historical DDLs
|
|
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_source
|
|
ON crm_expansion_followup(source_type, source_id);
|
|
CREATE INDEX IF NOT EXISTS idx_crm_opportunity_followup_source
|
|
ON crm_opportunity_followup(source_type, source_id);
|
|
CREATE INDEX IF NOT EXISTS idx_crm_channel_expansion_contact_channel
|
|
ON crm_channel_expansion_contact(channel_expansion_id);
|
|
|
|
commit;
|