SysOps: voice-agy-webbuilder-backup — 2026-06-23 10:04 UTC

migrations/033_revenue_cockpit.sql

@@ -0,0 +1,89 @@
+-- Revenue Cockpit: projects, goals, tracking, agent task links
+
+CREATE TABLE IF NOT EXISTS revenue_cockpit_goals (
+    id SERIAL PRIMARY KEY,
+    vision_text TEXT NOT NULL DEFAULT '',
+    horizon_text TEXT DEFAULT '',
+    tagline TEXT DEFAULT '',
+    is_active BOOLEAN DEFAULT TRUE,
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    updated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE TABLE IF NOT EXISTS revenue_projects (
+    id SERIAL PRIMARY KEY,
+    name VARCHAR(255) NOT NULL,
+    category VARCHAR(32) DEFAULT 'deal',
+    margin_month NUMERIC(14, 2),
+    margin_year NUMERIC(14, 2),
+    target_revenue NUMERIC(14, 2),
+    next_steps TEXT,
+    status VARCHAR(32) DEFAULT 'active',
+    priority VARCHAR(16) DEFAULT 'normal',
+    sort_order INTEGER DEFAULT 0,
+    cockpit_project_id INTEGER REFERENCES cockpit_projects(id) ON DELETE SET NULL,
+    metadata JSONB DEFAULT '{}'::jsonb,
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    updated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_revenue_projects_status ON revenue_projects(status, sort_order);
+CREATE INDEX IF NOT EXISTS idx_revenue_projects_category ON revenue_projects(category);
+
+CREATE TABLE IF NOT EXISTS revenue_objectives (
+    id SERIAL PRIMARY KEY,
+    project_id INTEGER NOT NULL REFERENCES revenue_projects(id) ON DELETE CASCADE,
+    title VARCHAR(255) NOT NULL,
+    description TEXT,
+    due_date DATE,
+    status VARCHAR(32) DEFAULT 'open',
+    priority VARCHAR(16) DEFAULT 'normal',
+    sort_order INTEGER DEFAULT 0,
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    updated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_revenue_objectives_project ON revenue_objectives(project_id, status);
+
+CREATE TABLE IF NOT EXISTS revenue_import_runs (
+    id SERIAL PRIMARY KEY,
+    source_file VARCHAR(512) NOT NULL,
+    sheet_name VARCHAR(128) NOT NULL,
+    rows_imported INTEGER DEFAULT 0,
+    goals_imported BOOLEAN DEFAULT FALSE,
+    imported_by VARCHAR(64) DEFAULT 'ceo',
+    metadata JSONB DEFAULT '{}'::jsonb,
+    created_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE TABLE IF NOT EXISTS revenue_change_log (
+    id SERIAL PRIMARY KEY,
+    entity_type VARCHAR(32) NOT NULL,
+    entity_id INTEGER NOT NULL,
+    field_name VARCHAR(64) NOT NULL,
+    old_value TEXT,
+    new_value TEXT,
+    changed_by VARCHAR(64) DEFAULT 'ceo',
+    created_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_revenue_change_log_entity ON revenue_change_log(entity_type, entity_id, created_at DESC);
+
+CREATE TABLE IF NOT EXISTS revenue_snapshots (
+    id SERIAL PRIMARY KEY,
+    snapshot_date DATE NOT NULL DEFAULT CURRENT_DATE,
+    total_margin_year NUMERIC(14, 2) DEFAULT 0,
+    total_margin_month NUMERIC(14, 2) DEFAULT 0,
+    active_projects INTEGER DEFAULT 0,
+    open_objectives INTEGER DEFAULT 0,
+    open_agent_tasks INTEGER DEFAULT 0,
+    payload JSONB DEFAULT '{}'::jsonb,
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    UNIQUE (snapshot_date)
+);
+
+ALTER TABLE agent_tasks ADD COLUMN IF NOT EXISTS revenue_project_id INTEGER REFERENCES revenue_projects(id) ON DELETE SET NULL;
+ALTER TABLE agent_tasks ADD COLUMN IF NOT EXISTS revenue_objective_id INTEGER REFERENCES revenue_objectives(id) ON DELETE SET NULL;
+ALTER TABLE agent_tasks ADD COLUMN IF NOT EXISTS source VARCHAR(32) DEFAULT 'manual';
+
+CREATE INDEX IF NOT EXISTS idx_agent_tasks_revenue ON agent_tasks(revenue_project_id, status);