forked from sagnik/Project_Velocity
sayan
7ee51543d9
Co-authored-by: Sayan Datta <sayan@Sayans-MacBook-Air.local> Reviewed-on: sagnik/Project_Velocity#41
924 lines
46 KiB
PL/PgSQL
924 lines
46 KiB
PL/PgSQL
-- =============================================================================
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-- schema_crm_canonical.sql
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-- Project Velocity — Canonical CRM and Platform Schema
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-- =============================================================================
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-- Covers: crm_*, intel_*, inventory_*, workflow_* canonical domains
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-- as specified in Doc 09: Database Schema and Root API Spec
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-- and Doc 07: Contracts and Schema Blueprint
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--
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-- Run AFTER schema.sql and schema_addendum.sql
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-- psql -U velocity_user -d velocity_db -f schema_crm_canonical.sql
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--
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-- Existing tables: users_and_roles, leads_intelligence, velocity_vault_assets,
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-- omnichannel_logs, consent_log, video_scene_maps,
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-- perception_sessions, cctv_events, leads, chat_logs
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-- These are treated as legacy feeders per the reconciliation matrix.
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-- =============================================================================
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CREATE EXTENSION IF NOT EXISTS "pgcrypto";
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CREATE EXTENSION IF NOT EXISTS "pg_trgm";
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-- ─────────────────────────────────────────────────────────────────────────────
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-- ENUM TYPES — Canonical Domain
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-- ─────────────────────────────────────────────────────────────────────────────
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DO $$ BEGIN
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CREATE TYPE crm_lead_status AS ENUM (
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'new', 'contacted', 'qualified', 'site_visit_scheduled', 'site_visited',
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'negotiation', 'booking_initiated', 'booked', 'lost', 'dormant'
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);
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EXCEPTION WHEN duplicate_object THEN NULL;
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END $$;
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DO $$ BEGIN
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CREATE TYPE crm_opportunity_stage AS ENUM (
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'prospect', 'qualified', 'proposal', 'site_visit', 'negotiation',
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'booking', 'agreement', 'closed_won', 'closed_lost'
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);
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EXCEPTION WHEN duplicate_object THEN NULL;
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END $$;
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DO $$ BEGIN
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CREATE TYPE crm_account_type AS ENUM (
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'individual', 'company', 'broker', 'developer', 'referral_partner', 'nri_family'
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);
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EXCEPTION WHEN duplicate_object THEN NULL;
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END $$;
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DO $$ BEGIN
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CREATE TYPE crm_relationship_type AS ENUM (
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'spouse', 'parent', 'sibling', 'business_partner', 'broker_referral',
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'co_buyer', 'family_member', 'advisor'
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);
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EXCEPTION WHEN duplicate_object THEN NULL;
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END $$;
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DO $$ BEGIN
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CREATE TYPE intel_channel AS ENUM (
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'whatsapp', 'phone', 'email', 'site_visit', 'office_meeting',
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'video_call', 'cctv', 'perception_session', 'system'
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);
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EXCEPTION WHEN duplicate_object THEN NULL;
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END $$;
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DO $$ BEGIN
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CREATE TYPE intel_call_direction AS ENUM ('inbound', 'outbound');
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EXCEPTION WHEN duplicate_object THEN NULL;
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END $$;
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DO $$ BEGIN
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CREATE TYPE wf_status AS ENUM (
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'pending', 'review_required', 'approved', 'rejected', 'executed', 'failed', 'cancelled'
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);
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EXCEPTION WHEN duplicate_object THEN NULL;
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END $$;
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DO $$ BEGIN
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CREATE TYPE import_lifecycle AS ENUM (
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'uploaded', 'parsed', 'mapped', 'proposed', 'approved', 'committed', 'failed'
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);
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EXCEPTION WHEN duplicate_object THEN NULL;
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END $$;
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-- ─────────────────────────────────────────────────────────────────────────────
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-- SECTION 1: CRM CORE DOMAIN (crm_*)
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-- ─────────────────────────────────────────────────────────────────────────────
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-- TABLE: crm_people
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-- Purpose: canonical person-level contact identity
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CREATE TABLE IF NOT EXISTS crm_people (
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person_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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full_name TEXT NOT NULL,
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primary_email TEXT,
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primary_phone TEXT,
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secondary_phone TEXT,
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linkedin_url TEXT,
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city TEXT,
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nationality TEXT,
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buyer_type TEXT, -- high_intent, slow_burn_investor, nri, etc.
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persona_labels JSONB NOT NULL DEFAULT '[]'::jsonb,
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source_confidence FLOAT CHECK (source_confidence BETWEEN 0.0 AND 1.0),
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-- Legacy feeder references (migration linkage)
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legacy_lead_id TEXT, -- links to old leads.id
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legacy_li_id UUID, -- links to leads_intelligence.id
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-- Metadata
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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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 INDEX IF NOT EXISTS idx_crm_people_email ON crm_people (primary_email);
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CREATE INDEX IF NOT EXISTS idx_crm_people_phone ON crm_people (primary_phone);
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CREATE INDEX IF NOT EXISTS idx_crm_people_name_trgm ON crm_people USING GIN (full_name gin_trgm_ops);
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CREATE INDEX IF NOT EXISTS idx_crm_people_buyer_type ON crm_people (buyer_type);
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-- TABLE: crm_accounts
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-- Purpose: company, employer, brokerage, or client organization
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CREATE TABLE IF NOT EXISTS crm_accounts (
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account_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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account_name TEXT NOT NULL,
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parent_account_id UUID REFERENCES crm_accounts(account_id) ON DELETE SET NULL,
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account_type crm_account_type NOT NULL DEFAULT 'company',
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industry TEXT,
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location_ref TEXT,
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website TEXT,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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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 INDEX IF NOT EXISTS idx_crm_accounts_name ON crm_accounts (account_name);
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CREATE INDEX IF NOT EXISTS idx_crm_accounts_type ON crm_accounts (account_type);
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-- TABLE: crm_households
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-- Purpose: family or co-buyer unit grouping
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CREATE TABLE IF NOT EXISTS crm_households (
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household_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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household_name TEXT NOT NULL,
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primary_person_id UUID REFERENCES crm_people(person_id) ON DELETE SET NULL,
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notes TEXT,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
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);
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-- TABLE: crm_relationships
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-- Purpose: person-to-person relationship graph
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CREATE TABLE IF NOT EXISTS crm_relationships (
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relationship_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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person_a_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
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person_b_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
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relationship_type crm_relationship_type NOT NULL,
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household_id UUID REFERENCES crm_households(household_id) ON DELETE SET NULL,
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notes TEXT,
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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UNIQUE (person_a_id, person_b_id, relationship_type)
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);
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CREATE INDEX IF NOT EXISTS idx_crm_rel_a ON crm_relationships (person_a_id);
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CREATE INDEX IF NOT EXISTS idx_crm_rel_b ON crm_relationships (person_b_id);
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-- TABLE: crm_leads
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-- Purpose: funnel-stage commercial qualification layer
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CREATE TABLE IF NOT EXISTS crm_leads (
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lead_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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person_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
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account_id UUID REFERENCES crm_accounts(account_id) ON DELETE SET NULL,
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source_system TEXT DEFAULT 'velocity',
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status crm_lead_status NOT NULL DEFAULT 'new',
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budget_band TEXT,
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urgency TEXT, -- low, medium, high, critical
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financing_posture TEXT, -- cash, loan, nri_remittance, emi
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timeline_to_decision TEXT,
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objections JSONB NOT NULL DEFAULT '[]'::jsonb,
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motivations JSONB NOT NULL DEFAULT '[]'::jsonb,
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assigned_user_id UUID REFERENCES users_and_roles(id) ON DELETE SET NULL,
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-- Legacy feeder
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legacy_lead_id TEXT,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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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 INDEX IF NOT EXISTS idx_crm_leads_person ON crm_leads (person_id);
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CREATE INDEX IF NOT EXISTS idx_crm_leads_status ON crm_leads (status);
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CREATE INDEX IF NOT EXISTS idx_crm_leads_assigned ON crm_leads (assigned_user_id);
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CREATE INDEX IF NOT EXISTS idx_crm_leads_source ON crm_leads (source_system);
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-- TABLE: crm_opportunities
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-- Purpose: deal pipeline objects
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CREATE TABLE IF NOT EXISTS crm_opportunities (
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opportunity_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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lead_id UUID NOT NULL REFERENCES crm_leads(lead_id) ON DELETE CASCADE,
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project_id UUID, -- references inventory_projects
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unit_id UUID, -- references inventory_units
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stage crm_opportunity_stage NOT NULL DEFAULT 'prospect',
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value DECIMAL(15, 2),
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probability INTEGER CHECK (probability BETWEEN 0 AND 100),
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expected_close_date DATE,
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next_action TEXT,
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notes TEXT,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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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 INDEX IF NOT EXISTS idx_crm_opp_lead ON crm_opportunities (lead_id);
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CREATE INDEX IF NOT EXISTS idx_crm_opp_stage ON crm_opportunities (stage);
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CREATE INDEX IF NOT EXISTS idx_crm_opp_project ON crm_opportunities (project_id);
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-- TABLE: crm_property_interests
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-- Purpose: project and unit interest linking per client
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CREATE TABLE IF NOT EXISTS crm_property_interests (
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interest_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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person_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
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lead_id UUID REFERENCES crm_leads(lead_id) ON DELETE SET NULL,
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project_id UUID,
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project_name TEXT NOT NULL,
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unit_preference TEXT,
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configuration TEXT, -- 2BHK, 3BHK, Penthouse, etc.
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budget_min DECIMAL(15, 2),
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budget_max DECIMAL(15, 2),
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priority INTEGER DEFAULT 1, -- 1 = primary, 2 = secondary
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notes TEXT,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
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);
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ALTER TABLE crm_property_interests
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ADD COLUMN IF NOT EXISTS metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb;
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CREATE INDEX IF NOT EXISTS idx_crm_pi_person ON crm_property_interests (person_id);
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CREATE INDEX IF NOT EXISTS idx_crm_pi_project ON crm_property_interests (project_id);
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-- TABLE: crm_stage_history
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-- Purpose: canonical audit trail of lead stage transitions
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CREATE TABLE IF NOT EXISTS crm_stage_history (
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history_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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lead_id UUID NOT NULL REFERENCES crm_leads(lead_id) ON DELETE CASCADE,
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from_status TEXT,
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to_status TEXT NOT NULL,
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changed_by UUID REFERENCES users_and_roles(id) ON DELETE SET NULL,
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changed_by_type TEXT DEFAULT 'human', -- human, ai, system
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notes TEXT,
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happened_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
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);
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CREATE INDEX IF NOT EXISTS idx_crm_stage_lead ON crm_stage_history (lead_id, happened_at DESC);
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-- ─────────────────────────────────────────────────────────────────────────────
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-- SECTION 2: INTERACTION AND EVIDENCE GRAPH (intel_*)
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-- ─────────────────────────────────────────────────────────────────────────────
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-- TABLE: intel_interactions
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-- Purpose: umbrella interaction event record
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CREATE TABLE IF NOT EXISTS intel_interactions (
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interaction_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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person_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
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lead_id UUID REFERENCES crm_leads(lead_id) ON DELETE SET NULL,
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channel intel_channel NOT NULL,
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interaction_type TEXT NOT NULL, -- message, call, visit, email, note
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happened_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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summary TEXT,
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source_ref TEXT,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
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);
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CREATE INDEX IF NOT EXISTS idx_intel_int_person ON intel_interactions (person_id, happened_at DESC);
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CREATE INDEX IF NOT EXISTS idx_intel_int_lead ON intel_interactions (lead_id, happened_at DESC);
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CREATE INDEX IF NOT EXISTS idx_intel_int_channel ON intel_interactions (channel);
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-- TABLE: intel_messages
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-- Purpose: text-level message records (WhatsApp, chat)
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CREATE TABLE IF NOT EXISTS intel_messages (
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message_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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interaction_id UUID NOT NULL REFERENCES intel_interactions(interaction_id) ON DELETE CASCADE,
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thread_id UUID,
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sender_role TEXT NOT NULL, -- lead, broker, system, oracle
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sender_name TEXT,
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message_text TEXT NOT NULL,
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delivered_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
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);
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CREATE INDEX IF NOT EXISTS idx_intel_msg_interaction ON intel_messages (interaction_id, delivered_at DESC);
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-- TABLE: intel_whatsapp_threads
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-- Purpose: WhatsApp thread-level summaries
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CREATE TABLE IF NOT EXISTS intel_whatsapp_threads (
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thread_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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person_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
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lead_id UUID REFERENCES crm_leads(lead_id) ON DELETE SET NULL,
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phone_number TEXT,
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thread_summary TEXT,
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message_count INTEGER DEFAULT 0,
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last_message_at TIMESTAMPTZ,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
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);
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CREATE INDEX IF NOT EXISTS idx_intel_wa_person ON intel_whatsapp_threads (person_id);
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-- TABLE: intel_calls
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-- Purpose: voice call records
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CREATE TABLE IF NOT EXISTS intel_calls (
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call_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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interaction_id UUID NOT NULL REFERENCES intel_interactions(interaction_id) ON DELETE CASCADE,
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call_direction intel_call_direction NOT NULL DEFAULT 'outbound',
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duration_seconds INTEGER,
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recording_ref TEXT, -- storage path or URL to recording
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transcript_ref TEXT, -- path to transcript JSON
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call_outcome TEXT, -- connected, no_answer, voicemail, dropped
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called_number TEXT,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
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);
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CREATE INDEX IF NOT EXISTS idx_intel_call_interaction ON intel_calls (interaction_id);
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-- TABLE: intel_transcripts
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-- Purpose: transcript and speaker segmentation storage
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CREATE TABLE IF NOT EXISTS intel_transcripts (
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transcript_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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call_id UUID REFERENCES intel_calls(call_id) ON DELETE SET NULL,
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interaction_id UUID REFERENCES intel_interactions(interaction_id) ON DELETE SET NULL,
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language TEXT DEFAULT 'en',
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full_text TEXT,
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speaker_segments_json JSONB NOT NULL DEFAULT '[]'::jsonb,
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confidence FLOAT CHECK (confidence BETWEEN 0.0 AND 1.0),
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word_count INTEGER,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
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);
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CREATE INDEX IF NOT EXISTS idx_intel_transcript_call ON intel_transcripts (call_id);
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CREATE INDEX IF NOT EXISTS idx_intel_transcript_interaction ON intel_transcripts (interaction_id);
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-- TABLE: intel_emails
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-- Purpose: email thread records
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CREATE TABLE IF NOT EXISTS intel_emails (
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email_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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interaction_id UUID NOT NULL REFERENCES intel_interactions(interaction_id) ON DELETE CASCADE,
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from_address TEXT,
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to_addresses JSONB NOT NULL DEFAULT '[]'::jsonb,
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subject TEXT,
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body_text TEXT,
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has_attachments BOOLEAN DEFAULT FALSE,
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sent_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
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);
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CREATE INDEX IF NOT EXISTS idx_intel_email_interaction ON intel_emails (interaction_id);
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-- TABLE: intel_visits
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-- Purpose: site visit and meeting records
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CREATE TABLE IF NOT EXISTS intel_visits (
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visit_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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person_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
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lead_id UUID REFERENCES crm_leads(lead_id) ON DELETE SET NULL,
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project_id UUID,
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project_name TEXT,
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unit_id UUID,
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visited_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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visit_notes TEXT,
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host_user_id UUID REFERENCES users_and_roles(id) ON DELETE SET NULL,
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revisit_intent TEXT, -- very_likely, likely, uncertain, unlikely
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cctv_session_ref TEXT,
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perception_session_ref TEXT,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
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);
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CREATE INDEX IF NOT EXISTS idx_intel_visits_person ON intel_visits (person_id, visited_at DESC);
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CREATE INDEX IF NOT EXISTS idx_intel_visits_project ON intel_visits (project_id);
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-- TABLE: intel_reminders
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-- Purpose: reminders and follow-up task chains
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CREATE TABLE IF NOT EXISTS intel_reminders (
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reminder_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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person_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
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lead_id UUID REFERENCES crm_leads(lead_id) ON DELETE SET NULL,
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opportunity_id UUID REFERENCES crm_opportunities(opportunity_id) ON DELETE SET NULL,
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reminder_type TEXT NOT NULL, -- call_back, follow_up, site_visit, document, negotiation
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title TEXT NOT NULL,
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notes TEXT,
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due_at TIMESTAMPTZ,
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completed_at TIMESTAMPTZ,
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status TEXT NOT NULL DEFAULT 'pending', -- pending, done, snoozed, cancelled
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assigned_to UUID REFERENCES users_and_roles(id) ON DELETE SET NULL,
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created_by_type TEXT DEFAULT 'human', -- human, ai, system
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priority TEXT DEFAULT 'normal', -- low, normal, high, urgent
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
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);
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CREATE INDEX IF NOT EXISTS idx_intel_reminder_person ON intel_reminders (person_id, due_at);
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CREATE INDEX IF NOT EXISTS idx_intel_reminder_status ON intel_reminders (status, due_at);
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CREATE INDEX IF NOT EXISTS idx_intel_reminder_assigned ON intel_reminders (assigned_to, due_at);
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-- TABLE: intel_qd_scores
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-- Purpose: latest meaningful QD summary by client
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CREATE TABLE IF NOT EXISTS intel_qd_scores (
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qd_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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person_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
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score_type TEXT NOT NULL, -- intent_score, urgency_score, engagement_score
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current_value FLOAT NOT NULL CHECK (current_value BETWEEN 0.0 AND 1.0),
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computed_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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evidence_refs_json JSONB NOT NULL DEFAULT '[]'::jsonb,
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reasoning TEXT,
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metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
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UNIQUE (person_id, score_type)
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);
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CREATE INDEX IF NOT EXISTS idx_intel_qd_person ON intel_qd_scores (person_id);
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-- TABLE: intel_qd_timeseries
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-- Purpose: time-series QD propagation and shifts
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CREATE TABLE IF NOT EXISTS intel_qd_timeseries (
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timeseries_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
person_id UUID NOT NULL REFERENCES crm_people(person_id) ON DELETE CASCADE,
|
|
score_type TEXT NOT NULL,
|
|
signal_source TEXT,
|
|
timestamp TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
value FLOAT NOT NULL CHECK (value BETWEEN 0.0 AND 1.0),
|
|
delta FLOAT,
|
|
evidence_ref TEXT,
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_intel_qd_ts_person ON intel_qd_timeseries (person_id, timestamp DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_intel_qd_ts_type ON intel_qd_timeseries (score_type, timestamp DESC);
|
|
|
|
-- TABLE: intel_vehicle_events
|
|
-- Purpose: number-plate and vehicle detection events
|
|
CREATE TABLE IF NOT EXISTS intel_vehicle_events (
|
|
event_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
person_id UUID REFERENCES crm_people(person_id) ON DELETE SET NULL,
|
|
visit_id UUID REFERENCES intel_visits(visit_id) ON DELETE SET NULL,
|
|
zone TEXT,
|
|
license_plate_hash TEXT, -- hashed for privacy
|
|
vehicle_class TEXT, -- luxury, standard, unknown
|
|
wealth_indicator TEXT, -- HNI, standard, unknown
|
|
cctv_ref TEXT,
|
|
captured_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_intel_vehicle_person ON intel_vehicle_events (person_id);
|
|
|
|
-- TABLE: intel_perception_events
|
|
-- Purpose: behavioral and dwell-time intelligence from perception sessions
|
|
CREATE TABLE IF NOT EXISTS intel_perception_events (
|
|
perception_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
person_id UUID REFERENCES crm_people(person_id) ON DELETE SET NULL,
|
|
visit_id UUID REFERENCES intel_visits(visit_id) ON DELETE SET NULL,
|
|
session_ref TEXT, -- perception_sessions.id linkage
|
|
event_type TEXT NOT NULL, -- room_dwell, engagement_spike, exit
|
|
rooms_visited JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
dwell_time_seconds INTEGER,
|
|
engagement_score FLOAT CHECK (engagement_score BETWEEN 0.0 AND 1.0),
|
|
camera_id TEXT,
|
|
media_ref TEXT,
|
|
happened_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_intel_perception_person ON intel_perception_events (person_id);
|
|
|
|
-- TABLE: intel_cctv_links
|
|
-- Purpose: CCTV evidence references linked to client/visit contexts
|
|
CREATE TABLE IF NOT EXISTS intel_cctv_links (
|
|
link_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
person_id UUID REFERENCES crm_people(person_id) ON DELETE SET NULL,
|
|
visit_id UUID REFERENCES intel_visits(visit_id) ON DELETE SET NULL,
|
|
cctv_event_id UUID REFERENCES cctv_events(id) ON DELETE SET NULL,
|
|
clip_ref TEXT,
|
|
camera_zone TEXT,
|
|
confidence FLOAT CHECK (confidence BETWEEN 0.0 AND 1.0),
|
|
linked_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_intel_cctv_person ON intel_cctv_links (person_id);
|
|
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
-- SECTION 3: INVENTORY DOMAIN (inventory_*)
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
|
|
-- TABLE: inventory_projects
|
|
-- Purpose: project-level inventory master
|
|
CREATE TABLE IF NOT EXISTS inventory_projects (
|
|
project_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
project_name TEXT NOT NULL UNIQUE,
|
|
developer_name TEXT NOT NULL,
|
|
city TEXT NOT NULL DEFAULT 'Kolkata',
|
|
micro_market TEXT,
|
|
address TEXT,
|
|
total_units INTEGER,
|
|
rera_number TEXT,
|
|
project_status TEXT DEFAULT 'active', -- active, sold_out, upcoming
|
|
launch_date DATE,
|
|
possession_date DATE,
|
|
location_json JSONB NOT NULL DEFAULT '{}'::jsonb,
|
|
amenities_json JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
|
|
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_inv_projects_name ON inventory_projects (project_name);
|
|
CREATE INDEX IF NOT EXISTS idx_inv_projects_market ON inventory_projects (micro_market);
|
|
|
|
-- TABLE: inventory_units
|
|
-- Purpose: unit-level availability and attributes
|
|
CREATE TABLE IF NOT EXISTS inventory_units (
|
|
unit_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
project_id UUID NOT NULL REFERENCES inventory_projects(project_id) ON DELETE CASCADE,
|
|
unit_label TEXT NOT NULL,
|
|
configuration TEXT NOT NULL, -- 2BHK, 3BHK, Penthouse, etc.
|
|
area_sqft DECIMAL(10, 2),
|
|
price_current DECIMAL(15, 2),
|
|
price_psf DECIMAL(10, 2),
|
|
status TEXT NOT NULL DEFAULT 'available', -- available, reserved, sold, hold
|
|
floor INTEGER,
|
|
tower TEXT,
|
|
facing TEXT,
|
|
has_attached_amenities JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
|
|
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
UNIQUE (project_id, unit_label)
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_inv_units_project ON inventory_units (project_id);
|
|
CREATE INDEX IF NOT EXISTS idx_inv_units_status ON inventory_units (status);
|
|
CREATE INDEX IF NOT EXISTS idx_inv_units_config ON inventory_units (configuration);
|
|
|
|
-- TABLE: inventory_import_jobs
|
|
-- Purpose: track inventory CSV import operations
|
|
CREATE TABLE IF NOT EXISTS inventory_import_jobs (
|
|
job_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
project_id UUID REFERENCES inventory_projects(project_id) ON DELETE SET NULL,
|
|
filename TEXT NOT NULL,
|
|
row_count INTEGER,
|
|
imported_by UUID REFERENCES users_and_roles(id) ON DELETE SET NULL,
|
|
status TEXT NOT NULL DEFAULT 'pending',
|
|
errors_json JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
completed_at TIMESTAMPTZ
|
|
);
|
|
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
-- SECTION 4: AI WORKFLOW AND GOVERNANCE (workflow_*)
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
|
|
-- TABLE: workflow_actions
|
|
-- Purpose: track proposed AI/human actions before approval
|
|
CREATE TABLE IF NOT EXISTS workflow_actions (
|
|
action_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
action_type TEXT NOT NULL, -- import_review, merge_proposal, writeback, enrichment
|
|
target_domain TEXT NOT NULL, -- crm, intel, inventory
|
|
target_entity_ref TEXT,
|
|
proposal_payload JSONB NOT NULL DEFAULT '{}'::jsonb,
|
|
reasoning_summary TEXT,
|
|
evidence_refs JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
confidence FLOAT CHECK (confidence BETWEEN 0.0 AND 1.0),
|
|
status wf_status NOT NULL DEFAULT 'pending',
|
|
approval_required BOOLEAN NOT NULL DEFAULT TRUE,
|
|
created_by_agent TEXT,
|
|
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_wf_actions_status ON workflow_actions (status, created_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_wf_actions_domain ON workflow_actions (target_domain);
|
|
|
|
-- TABLE: workflow_approvals
|
|
-- Purpose: explicit human review decisions
|
|
CREATE TABLE IF NOT EXISTS workflow_approvals (
|
|
decision_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
action_id UUID NOT NULL REFERENCES workflow_actions(action_id) ON DELETE CASCADE,
|
|
reviewer_id UUID REFERENCES users_and_roles(id) ON DELETE SET NULL,
|
|
decision TEXT NOT NULL, -- approved, rejected, needs_more_info
|
|
decision_notes TEXT,
|
|
decided_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_wf_approvals_action ON workflow_approvals (action_id);
|
|
|
|
-- TABLE: workflow_writebacks
|
|
-- Purpose: track AI-suggested and approved canonical mutations
|
|
CREATE TABLE IF NOT EXISTS workflow_writebacks (
|
|
writeback_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
action_id UUID REFERENCES workflow_actions(action_id) ON DELETE SET NULL,
|
|
approval_id UUID REFERENCES workflow_approvals(decision_id) ON DELETE SET NULL,
|
|
target_domain TEXT NOT NULL,
|
|
target_entity_ref TEXT NOT NULL,
|
|
change_payload JSONB NOT NULL DEFAULT '{}'::jsonb,
|
|
status wf_status NOT NULL DEFAULT 'pending',
|
|
approved_by UUID REFERENCES users_and_roles(id) ON DELETE SET NULL,
|
|
executed_at TIMESTAMPTZ,
|
|
error_detail TEXT,
|
|
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_wf_wb_status ON workflow_writebacks (status, created_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_wf_wb_domain ON workflow_writebacks (target_domain);
|
|
|
|
-- TABLE: workflow_import_batches
|
|
-- Purpose: CRM import batch lifecycle tracking (RawImportBatch contract)
|
|
CREATE TABLE IF NOT EXISTS workflow_import_batches (
|
|
batch_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
source_system TEXT NOT NULL, -- csv_upload, salesforce, hubspot, manual
|
|
uploaded_filename TEXT,
|
|
mime_type TEXT DEFAULT 'text/csv',
|
|
storage_ref TEXT,
|
|
row_count INTEGER,
|
|
mapped_count INTEGER DEFAULT 0,
|
|
unresolved_count INTEGER DEFAULT 0,
|
|
canonical_count INTEGER DEFAULT 0,
|
|
uploaded_by UUID REFERENCES users_and_roles(id) ON DELETE SET NULL,
|
|
lifecycle import_lifecycle NOT NULL DEFAULT 'uploaded',
|
|
mapping_manifest JSONB NOT NULL DEFAULT '{}'::jsonb,
|
|
errors_json JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb,
|
|
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_wf_import_lifecycle ON workflow_import_batches (lifecycle, created_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_wf_import_user ON workflow_import_batches (uploaded_by);
|
|
|
|
-- TABLE: workflow_agent_runs
|
|
-- Purpose: track NemoClaw and AI agent invocation logs
|
|
CREATE TABLE IF NOT EXISTS workflow_agent_runs (
|
|
run_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
agent_name TEXT NOT NULL, -- nemoclaw, import_mapper, enrichment_engine
|
|
trigger_type TEXT NOT NULL, -- import, enrichment, qd_update, writeback
|
|
trigger_ref TEXT,
|
|
input_payload JSONB NOT NULL DEFAULT '{}'::jsonb,
|
|
output_payload JSONB NOT NULL DEFAULT '{}'::jsonb,
|
|
status TEXT NOT NULL DEFAULT 'running', -- running, completed, failed
|
|
duration_ms INTEGER,
|
|
error_detail TEXT,
|
|
started_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
|
|
completed_at TIMESTAMPTZ
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_wf_agent_runs_agent ON workflow_agent_runs (agent_name, started_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_wf_agent_runs_status ON workflow_agent_runs (status);
|
|
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
-- TENANT HARDENING FOR SHARED CRM SURFACES
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
|
|
ALTER TABLE crm_people ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE crm_accounts ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE crm_leads ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE crm_opportunities ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE crm_property_interests ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE intel_interactions ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE intel_reminders ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE intel_qd_scores ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE intel_qd_timeseries ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE workflow_actions ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE workflow_approvals ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
ALTER TABLE workflow_import_batches ADD COLUMN IF NOT EXISTS tenant_id TEXT NOT NULL DEFAULT 'tenant_velocity';
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_crm_people_tenant_created ON crm_people (tenant_id, created_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_crm_leads_tenant_status ON crm_leads (tenant_id, status, updated_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_crm_opportunities_tenant_stage ON crm_opportunities (tenant_id, stage, updated_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_crm_property_interests_tenant_person ON crm_property_interests (tenant_id, person_id, created_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_intel_interactions_tenant_person ON intel_interactions (tenant_id, person_id, happened_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_intel_reminders_tenant_status ON intel_reminders (tenant_id, status, due_at);
|
|
CREATE INDEX IF NOT EXISTS idx_intel_qd_scores_tenant_person ON intel_qd_scores (tenant_id, person_id, score_type);
|
|
CREATE INDEX IF NOT EXISTS idx_intel_qd_timeseries_tenant_person ON intel_qd_timeseries (tenant_id, person_id, timestamp DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_wf_actions_tenant_status ON workflow_actions (tenant_id, status, created_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_wf_import_batches_tenant_lifecycle ON workflow_import_batches (tenant_id, lifecycle, created_at DESC);
|
|
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
-- TRIGGERS: auto-update updated_at
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
|
|
CREATE OR REPLACE FUNCTION set_canonical_updated_at()
|
|
RETURNS TRIGGER LANGUAGE plpgsql AS $$
|
|
BEGIN
|
|
NEW.updated_at = NOW();
|
|
RETURN NEW;
|
|
END;
|
|
$$;
|
|
|
|
DO $$ DECLARE
|
|
t TEXT;
|
|
BEGIN
|
|
FOREACH t IN ARRAY ARRAY[
|
|
'crm_people', 'crm_accounts', 'crm_leads', 'crm_opportunities',
|
|
'inventory_projects', 'inventory_units',
|
|
'workflow_actions', 'workflow_import_batches'
|
|
] LOOP
|
|
EXECUTE format(
|
|
'DROP TRIGGER IF EXISTS trg_%s_updated_at ON %s;
|
|
CREATE TRIGGER trg_%s_updated_at
|
|
BEFORE UPDATE ON %s
|
|
FOR EACH ROW EXECUTE FUNCTION set_canonical_updated_at();',
|
|
t, t, t, t
|
|
);
|
|
END LOOP;
|
|
END $$;
|
|
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
-- INVENTORY SEED: 14 Canonical Kolkata Projects
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
|
|
INSERT INTO inventory_projects (project_id, project_name, developer_name, city, micro_market)
|
|
VALUES
|
|
(gen_random_uuid(), 'Eden Devprayag', 'Eden Group', 'Kolkata', 'Rajarhat'),
|
|
(gen_random_uuid(), 'Sugam Prakriti', 'Sugam Homes', 'Kolkata', 'Barasat'),
|
|
(gen_random_uuid(), 'Atri Aqua', 'Atri Developers', 'Kolkata', 'New Town'),
|
|
(gen_random_uuid(), 'Atri Surya Toron', 'Atri Developers', 'Kolkata', 'Rajarhat'),
|
|
(gen_random_uuid(), 'Siddha Suburbia Bungalow', 'Siddha Group', 'Kolkata', 'Madanpur'),
|
|
(gen_random_uuid(), 'Merlin Avana', 'Merlin Group', 'Kolkata', 'Tangra'),
|
|
(gen_random_uuid(), 'DTC Good Earth', 'DTC Projects', 'Kolkata', 'New Town'),
|
|
(gen_random_uuid(), 'Siddha Serena', 'Siddha Group', 'Kolkata', 'New Town'),
|
|
(gen_random_uuid(), 'Siddha Sky Waterfront', 'Siddha Group', 'Kolkata', 'Beliaghata'),
|
|
(gen_random_uuid(), 'Godrej Blue', 'Godrej Properties', 'Kolkata', 'New Town'),
|
|
(gen_random_uuid(), 'DTC Sojon', 'DTC Projects', 'Kolkata', 'Rajarhat'),
|
|
(gen_random_uuid(), 'Shriram Grand City', 'Shriram Properties', 'Kolkata', 'Howrah'),
|
|
(gen_random_uuid(), 'Godrej Elevate', 'Godrej Properties', 'Kolkata', 'Dum Dum'),
|
|
(gen_random_uuid(), 'Ambuja Utpaala', 'Ambuja Neotia', 'Kolkata', 'Tollygunge')
|
|
ON CONFLICT (project_name) DO NOTHING;
|
|
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
-- COMMENTS
|
|
-- ─────────────────────────────────────────────────────────────────────────────
|
|
|
|
COMMENT ON TABLE crm_people IS 'Canonical person-level contact identity. Primary join key across all CRM tables.';
|
|
COMMENT ON TABLE crm_leads IS 'Funnel-stage commercial qualification. One person may have multiple lead contexts.';
|
|
COMMENT ON TABLE crm_opportunities IS 'Deal pipeline objects linked to leads and inventory.';
|
|
COMMENT ON TABLE intel_interactions IS 'Umbrella interaction event. All channels (WhatsApp, call, email, visit) link here.';
|
|
COMMENT ON TABLE intel_transcripts IS 'Speaker-segmented call transcripts. speaker_segments_json is first-class data.';
|
|
COMMENT ON TABLE intel_qd_scores IS 'Latest QD summary by score_type per client. UNIQUE constraint enforces one row per type.';
|
|
COMMENT ON TABLE inventory_projects IS 'Master project catalog. 14 canonical Kolkata projects seeded.';
|
|
COMMENT ON TABLE workflow_import_batches IS 'RawImportBatch contract. Immutable after upload.';
|
|
COMMENT ON TABLE workflow_writebacks IS 'AI-proposed canonical mutations. Never auto-execute without approval.';
|
|
|
|
-- -----------------------------------------------------------------------------
|
|
-- Synthetic CRM v2 enrichment columns and Oracle read models
|
|
-- -----------------------------------------------------------------------------
|
|
|
|
ALTER TABLE crm_people
|
|
ADD COLUMN IF NOT EXISTS broker_id TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT,
|
|
ADD COLUMN IF NOT EXISTS engagement_score FLOAT,
|
|
ADD COLUMN IF NOT EXISTS communication_preference TEXT,
|
|
ADD COLUMN IF NOT EXISTS best_contact_time TEXT;
|
|
|
|
ALTER TABLE crm_households
|
|
ADD COLUMN IF NOT EXISTS size INTEGER,
|
|
ADD COLUMN IF NOT EXISTS combined_budget_band TEXT,
|
|
ADD COLUMN IF NOT EXISTS decision_maker_id UUID REFERENCES crm_people(person_id) ON DELETE SET NULL;
|
|
|
|
ALTER TABLE crm_leads
|
|
ADD COLUMN IF NOT EXISTS stage TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_team TEXT,
|
|
ADD COLUMN IF NOT EXISTS engagement_score FLOAT,
|
|
ADD COLUMN IF NOT EXISTS last_activity_at TIMESTAMPTZ;
|
|
|
|
ALTER TABLE crm_opportunities
|
|
ADD COLUMN IF NOT EXISTS broker_id TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT,
|
|
ADD COLUMN IF NOT EXISTS deal_velocity TEXT,
|
|
ADD COLUMN IF NOT EXISTS risk_factors JSONB NOT NULL DEFAULT '[]'::jsonb;
|
|
|
|
ALTER TABLE crm_property_interests
|
|
ADD COLUMN IF NOT EXISTS broker_id TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT,
|
|
ADD COLUMN IF NOT EXISTS last_discussed_at TIMESTAMPTZ;
|
|
|
|
ALTER TABLE crm_stage_history
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT,
|
|
ADD COLUMN IF NOT EXISTS transition_duration_days INTEGER;
|
|
|
|
ALTER TABLE intel_interactions
|
|
ADD COLUMN IF NOT EXISTS broker_id TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_team TEXT,
|
|
ADD COLUMN IF NOT EXISTS sentiment TEXT,
|
|
ADD COLUMN IF NOT EXISTS sentiment_score FLOAT,
|
|
ADD COLUMN IF NOT EXISTS intent_label TEXT,
|
|
ADD COLUMN IF NOT EXISTS emotion_tags JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
ADD COLUMN IF NOT EXISTS client_engagement_level TEXT;
|
|
|
|
ALTER TABLE intel_calls
|
|
ADD COLUMN IF NOT EXISTS objection_tags JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
ADD COLUMN IF NOT EXISTS outcome_summary TEXT,
|
|
ADD COLUMN IF NOT EXISTS follow_up_actions JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
ADD COLUMN IF NOT EXISTS broker_id TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT,
|
|
ADD COLUMN IF NOT EXISTS call_quality_score FLOAT;
|
|
|
|
ALTER TABLE intel_emails
|
|
ADD COLUMN IF NOT EXISTS sentiment TEXT,
|
|
ADD COLUMN IF NOT EXISTS intent_label TEXT,
|
|
ADD COLUMN IF NOT EXISTS engagement_score FLOAT,
|
|
ADD COLUMN IF NOT EXISTS broker_id TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT,
|
|
ADD COLUMN IF NOT EXISTS response_expected BOOLEAN;
|
|
|
|
ALTER TABLE intel_reminders
|
|
ADD COLUMN IF NOT EXISTS interaction_id UUID REFERENCES intel_interactions(interaction_id) ON DELETE SET NULL,
|
|
ADD COLUMN IF NOT EXISTS context_snippet TEXT,
|
|
ADD COLUMN IF NOT EXISTS completion_percentage INTEGER,
|
|
ADD COLUMN IF NOT EXISTS overdue_days INTEGER,
|
|
ADD COLUMN IF NOT EXISTS outcome_notes TEXT;
|
|
|
|
ALTER TABLE intel_transcripts
|
|
ADD COLUMN IF NOT EXISTS call_outcome TEXT,
|
|
ADD COLUMN IF NOT EXISTS follow_up_required BOOLEAN,
|
|
ADD COLUMN IF NOT EXISTS emotion_tags JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
ADD COLUMN IF NOT EXISTS call_summary TEXT;
|
|
|
|
ALTER TABLE intel_visits
|
|
ADD COLUMN IF NOT EXISTS outcome_type TEXT,
|
|
ADD COLUMN IF NOT EXISTS visit_duration_minutes INTEGER,
|
|
ADD COLUMN IF NOT EXISTS interest_signals JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
ADD COLUMN IF NOT EXISTS interest_score FLOAT,
|
|
ADD COLUMN IF NOT EXISTS companion_type TEXT,
|
|
ADD COLUMN IF NOT EXISTS companion_count INTEGER,
|
|
ADD COLUMN IF NOT EXISTS objections_raised JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
ADD COLUMN IF NOT EXISTS follow_up_required BOOLEAN,
|
|
ADD COLUMN IF NOT EXISTS next_steps TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_notes TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_id TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT;
|
|
|
|
ALTER TABLE intel_whatsapp_threads
|
|
ADD COLUMN IF NOT EXISTS broker_id TEXT,
|
|
ADD COLUMN IF NOT EXISTS broker_name TEXT,
|
|
ADD COLUMN IF NOT EXISTS topic_category TEXT,
|
|
ADD COLUMN IF NOT EXISTS sentiment_direction TEXT,
|
|
ADD COLUMN IF NOT EXISTS resolution_status TEXT;
|
|
|
|
ALTER TABLE intel_qd_scores
|
|
ADD COLUMN IF NOT EXISTS score_drivers JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
ADD COLUMN IF NOT EXISTS trend_direction TEXT,
|
|
ADD COLUMN IF NOT EXISTS explanation TEXT,
|
|
ADD COLUMN IF NOT EXISTS confidence FLOAT;
|
|
|
|
ALTER TABLE intel_qd_timeseries
|
|
ADD COLUMN IF NOT EXISTS broker_id TEXT;
|
|
|
|
CREATE TABLE IF NOT EXISTS intel_email_threads (
|
|
thread_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
subject TEXT,
|
|
first_email_at TIMESTAMPTZ,
|
|
last_email_at TIMESTAMPTZ,
|
|
email_count INTEGER DEFAULT 0,
|
|
participants JSONB NOT NULL DEFAULT '[]'::jsonb,
|
|
status TEXT,
|
|
broker_id TEXT,
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
|
|
);
|
|
|
|
CREATE TABLE IF NOT EXISTS intel_call_objections (
|
|
objection_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
call_id UUID REFERENCES intel_calls(call_id) ON DELETE CASCADE,
|
|
objection_type TEXT,
|
|
category TEXT,
|
|
severity TEXT,
|
|
status TEXT,
|
|
client_quote TEXT,
|
|
agent_response TEXT,
|
|
resolution_strategy TEXT,
|
|
extracted_at TIMESTAMPTZ,
|
|
confidence_score FLOAT,
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
|
|
);
|
|
|
|
CREATE TABLE IF NOT EXISTS intel_extracted_facts (
|
|
fact_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
|
|
interaction_id UUID REFERENCES intel_interactions(interaction_id) ON DELETE SET NULL,
|
|
person_id UUID REFERENCES crm_people(person_id) ON DELETE CASCADE,
|
|
fact_type TEXT NOT NULL,
|
|
fact_value TEXT,
|
|
confidence FLOAT,
|
|
extracted_from TEXT,
|
|
source_context TEXT,
|
|
extracted_at TIMESTAMPTZ,
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
|
|
);
|
|
|
|
CREATE TABLE IF NOT EXISTS read_last_contacted (
|
|
person_id UUID PRIMARY KEY REFERENCES crm_people(person_id) ON DELETE CASCADE,
|
|
last_contact_at TIMESTAMPTZ,
|
|
last_channel TEXT,
|
|
last_interaction_type TEXT,
|
|
days_since_contact INTEGER,
|
|
interactions_last_7d INTEGER,
|
|
interactions_last_30d INTEGER,
|
|
interactions_last_90d INTEGER,
|
|
total_interactions INTEGER,
|
|
current_stage TEXT,
|
|
broker_id TEXT,
|
|
broker_name TEXT,
|
|
computed_at TIMESTAMPTZ,
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
|
|
);
|
|
|
|
CREATE TABLE IF NOT EXISTS read_next_best_action (
|
|
person_id UUID PRIMARY KEY REFERENCES crm_people(person_id) ON DELETE CASCADE,
|
|
recommended_action TEXT,
|
|
priority TEXT,
|
|
rationale TEXT,
|
|
suggested_channel TEXT,
|
|
due_within_days INTEGER,
|
|
broker_id TEXT,
|
|
broker_name TEXT,
|
|
opportunity_context TEXT,
|
|
computed_at TIMESTAMPTZ,
|
|
metadata_json JSONB NOT NULL DEFAULT '{}'::jsonb
|
|
);
|
|
|
|
CREATE INDEX IF NOT EXISTS idx_read_last_contacted_at ON read_last_contacted (last_contact_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_read_next_best_priority ON read_next_best_action (priority);
|
|
CREATE INDEX IF NOT EXISTS idx_intel_facts_person ON intel_extracted_facts (person_id, extracted_at DESC);
|
|
CREATE INDEX IF NOT EXISTS idx_intel_objections_call ON intel_call_objections (call_id);
|