pgz-sport/migrations/crm_full_20260505.sql

-- crm_full_20260505.sql
-- PGŽ Sport — Salesforce-Lite CRM (Accounts/Contacts/Leads/Opportunities/Activities/Cases)
-- Author: dradulic@outlook.com / damir@rinet.one
-- Date: 2026-05-05

BEGIN;

-- 1) ACCOUNTS ------------------------------------------------------------
CREATE TABLE IF NOT EXISTS pgz_sport.crm_accounts (
  id            BIGSERIAL PRIMARY KEY,
  naziv         TEXT NOT NULL,
  type          TEXT NOT NULL DEFAULT 'klub'
                CHECK (type IN ('klub','savez','sponzor','drzava','drugo')),
  klub_id       BIGINT REFERENCES pgz_sport.klubovi(id) ON DELETE SET NULL,
  savez_id      BIGINT REFERENCES pgz_sport.savezi(id)  ON DELETE SET NULL,
  oib           TEXT,
  email         TEXT,
  telefon       TEXT,
  web           TEXT,
  adresa        TEXT,
  grad          TEXT,
  industry      TEXT,
  napomene      TEXT,
  owner_user_id BIGINT REFERENCES pgz_sport.users(id) ON DELETE SET NULL,
  created_at    TIMESTAMPTZ DEFAULT now(),
  updated_at    TIMESTAMPTZ DEFAULT now()
);

-- 2) CONTACTS ------------------------------------------------------------
CREATE TABLE IF NOT EXISTS pgz_sport.crm_contacts (
  id            BIGSERIAL PRIMARY KEY,
  account_id    BIGINT REFERENCES pgz_sport.crm_accounts(id) ON DELETE SET NULL,
  clan_id       BIGINT REFERENCES pgz_sport.clanovi(id)      ON DELETE SET NULL,
  ime           TEXT NOT NULL,
  prezime       TEXT NOT NULL,
  funkcija      TEXT,
  email         TEXT,
  telefon       TEXT,
  mobitel       TEXT,
  napomene      TEXT,
  owner_user_id BIGINT REFERENCES pgz_sport.users(id) ON DELETE SET NULL,
  created_at    TIMESTAMPTZ DEFAULT now(),
  updated_at    TIMESTAMPTZ DEFAULT now()
);

-- 3) LEADS ---------------------------------------------------------------
CREATE TABLE IF NOT EXISTS pgz_sport.crm_leads (
  id            BIGSERIAL PRIMARY KEY,
  ime           TEXT,
  prezime       TEXT,
  organizacija  TEXT,
  email         TEXT,
  telefon       TEXT,
  izvor         TEXT,
  status        TEXT NOT NULL DEFAULT 'new'
                CHECK (status IN ('new','contacted','qualified','lost','converted')),
  napomene      TEXT,
  owner_user_id BIGINT REFERENCES pgz_sport.users(id) ON DELETE SET NULL,
  converted_account_id BIGINT REFERENCES pgz_sport.crm_accounts(id) ON DELETE SET NULL,
  converted_contact_id BIGINT REFERENCES pgz_sport.crm_contacts(id) ON DELETE SET NULL,
  converted_at  TIMESTAMPTZ,
  created_at    TIMESTAMPTZ DEFAULT now(),
  updated_at    TIMESTAMPTZ DEFAULT now()
);

-- 4) OPPORTUNITIES -------------------------------------------------------
CREATE TABLE IF NOT EXISTS pgz_sport.crm_opportunities (
  id            BIGSERIAL PRIMARY KEY,
  account_id    BIGINT REFERENCES pgz_sport.crm_accounts(id) ON DELETE CASCADE,
  contact_id    BIGINT REFERENCES pgz_sport.crm_contacts(id) ON DELETE SET NULL,
  naziv         TEXT NOT NULL,
  type          TEXT DEFAULT 'financiranje'
                CHECK (type IN ('financiranje','sponzorstvo','grant','natjecanje','drugo')),
  stage         TEXT NOT NULL DEFAULT 'prospecting'
                CHECK (stage IN ('prospecting','qualification','proposal','negotiation','closed_won','closed_lost')),
  amount_eur    NUMERIC(14,2),
  probability   INT DEFAULT 20 CHECK (probability BETWEEN 0 AND 100),
  close_date    DATE,
  napomene      TEXT,
  owner_user_id BIGINT REFERENCES pgz_sport.users(id) ON DELETE SET NULL,
  created_at    TIMESTAMPTZ DEFAULT now(),
  updated_at    TIMESTAMPTZ DEFAULT now()
);

-- 5) ACTIVITIES ----------------------------------------------------------
CREATE TABLE IF NOT EXISTS pgz_sport.crm_activities (
  id             BIGSERIAL PRIMARY KEY,
  type           TEXT NOT NULL CHECK (type IN ('call','meeting','email','task','note')),
  subject        TEXT NOT NULL,
  body           TEXT,
  account_id     BIGINT REFERENCES pgz_sport.crm_accounts(id)      ON DELETE CASCADE,
  contact_id     BIGINT REFERENCES pgz_sport.crm_contacts(id)      ON DELETE SET NULL,
  opportunity_id BIGINT REFERENCES pgz_sport.crm_opportunities(id) ON DELETE SET NULL,
  lead_id        BIGINT REFERENCES pgz_sport.crm_leads(id)         ON DELETE SET NULL,
  due_at         TIMESTAMPTZ,
  completed_at   TIMESTAMPTZ,
  owner_user_id  BIGINT REFERENCES pgz_sport.users(id) ON DELETE SET NULL,
  created_at     TIMESTAMPTZ DEFAULT now()
);

-- 6) CASES ---------------------------------------------------------------
CREATE TABLE IF NOT EXISTS pgz_sport.crm_cases (
  id            BIGSERIAL PRIMARY KEY,
  account_id    BIGINT REFERENCES pgz_sport.crm_accounts(id) ON DELETE CASCADE,
  contact_id    BIGINT REFERENCES pgz_sport.crm_contacts(id) ON DELETE SET NULL,
  subject       TEXT NOT NULL,
  description   TEXT,
  status        TEXT NOT NULL DEFAULT 'open'
                CHECK (status IN ('open','in_progress','waiting','resolved','closed')),
  priority      TEXT NOT NULL DEFAULT 'normal'
                CHECK (priority IN ('low','normal','high','urgent')),
  owner_user_id BIGINT REFERENCES pgz_sport.users(id) ON DELETE SET NULL,
  resolved_at   TIMESTAMPTZ,
  created_at    TIMESTAMPTZ DEFAULT now(),
  updated_at    TIMESTAMPTZ DEFAULT now()
);

-- Indexes
CREATE INDEX IF NOT EXISTS crm_contacts_account ON pgz_sport.crm_contacts(account_id);
CREATE INDEX IF NOT EXISTS crm_opp_stage        ON pgz_sport.crm_opportunities(stage);
CREATE INDEX IF NOT EXISTS crm_opp_account      ON pgz_sport.crm_opportunities(account_id);
CREATE INDEX IF NOT EXISTS crm_opp_close        ON pgz_sport.crm_opportunities(close_date);
CREATE INDEX IF NOT EXISTS crm_act_account      ON pgz_sport.crm_activities(account_id);
CREATE INDEX IF NOT EXISTS crm_act_due          ON pgz_sport.crm_activities(due_at);
CREATE INDEX IF NOT EXISTS crm_act_open         ON pgz_sport.crm_activities(completed_at) WHERE completed_at IS NULL;
CREATE INDEX IF NOT EXISTS crm_cases_status     ON pgz_sport.crm_cases(status);
CREATE INDEX IF NOT EXISTS crm_leads_status     ON pgz_sport.crm_leads(status);
CREATE INDEX IF NOT EXISTS crm_accounts_type    ON pgz_sport.crm_accounts(type);

COMMIT;