TeamVis Release
29 lines
1.5 KiB
SQL
29 lines
1.5 KiB
SQL
-- Lead-Inbox: card_leads zum CRM-Lite ausbauen.
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-- ====================================================================
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-- Bisher waren Leads reine Eingangs-Eintraege ohne Bearbeitungsstatus.
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-- Damit MA ihre eingehenden Leads strukturiert abarbeiten koennen
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-- (Messen, Lead-Capture-Formulare, gescannte Visitenkarten):
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--
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-- - lead_status: workflow-state (new/contacted/in_progress/...)
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-- - notes: freier Notiztext (z.B. "trifft mich naechste Woche an")
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-- - tags: Kategorien (z.B. "messe-2026", "key-account")
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-- - follow_up_at: Wiedervorlage-Zeitpunkt
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-- - source_kind: woher kommt der Lead (form/reception/scan/manual)
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-- ergaenzt die bestehende source_url
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alter table public.card_leads
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add column if not exists lead_status text not null default 'new'
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check (lead_status in ('new', 'contacted', 'in_progress', 'converted', 'dismissed')),
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add column if not exists notes text,
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add column if not exists tags text[] not null default '{}',
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add column if not exists follow_up_at timestamptz,
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add column if not exists source_kind text not null default 'form'
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check (source_kind in ('form', 'reception', 'scan', 'manual'));
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-- Index fuer "meine offenen Leads" + "Wiedervorlagen heute".
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create index if not exists card_leads_employee_status_idx
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on public.card_leads (employee_id, lead_status, created_at desc);
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create index if not exists card_leads_follow_up_idx
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on public.card_leads (follow_up_at)
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where follow_up_at is not null and lead_status not in ('converted', 'dismissed');
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