erp-core-database-v2/ddl/08-projects.sql

538 lines
18 KiB
PL/PgSQL

-- =====================================================
-- SCHEMA: projects
-- PROPÓSITO: Gestión de proyectos, tareas, milestones
-- MÓDULOS: MGN-011 (Proyectos Genéricos)
-- FECHA: 2025-11-24
-- =====================================================
-- Crear schema
CREATE SCHEMA IF NOT EXISTS projects;
-- =====================================================
-- TYPES (ENUMs)
-- =====================================================
CREATE TYPE projects.project_status AS ENUM (
'draft',
'active',
'completed',
'cancelled',
'on_hold'
);
CREATE TYPE projects.privacy_type AS ENUM (
'public',
'private',
'followers'
);
CREATE TYPE projects.task_status AS ENUM (
'todo',
'in_progress',
'review',
'done',
'cancelled'
);
CREATE TYPE projects.task_priority AS ENUM (
'low',
'normal',
'high',
'urgent'
);
CREATE TYPE projects.dependency_type AS ENUM (
'finish_to_start',
'start_to_start',
'finish_to_finish',
'start_to_finish'
);
CREATE TYPE projects.milestone_status AS ENUM (
'pending',
'completed'
);
-- =====================================================
-- TABLES
-- =====================================================
-- Tabla: projects (Proyectos)
CREATE TABLE projects.projects (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID NOT NULL REFERENCES auth.tenants(id) ON DELETE CASCADE,
company_id UUID NOT NULL REFERENCES auth.companies(id) ON DELETE CASCADE,
-- Identificación
name VARCHAR(255) NOT NULL,
code VARCHAR(50),
description TEXT,
-- Responsables
manager_id UUID REFERENCES auth.users(id),
partner_id UUID REFERENCES core.partners(id), -- Cliente
-- Analítica (1-1)
analytic_account_id UUID REFERENCES analytics.analytic_accounts(id),
-- Fechas
date_start DATE,
date_end DATE,
-- Estado
status projects.project_status NOT NULL DEFAULT 'draft',
privacy projects.privacy_type NOT NULL DEFAULT 'public',
-- Configuración
allow_timesheets BOOLEAN DEFAULT TRUE,
color VARCHAR(20), -- Color para UI
-- Auditoría
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
created_by UUID REFERENCES auth.users(id),
updated_at TIMESTAMP,
updated_by UUID REFERENCES auth.users(id),
deleted_at TIMESTAMP,
deleted_by UUID REFERENCES auth.users(id),
CONSTRAINT uq_projects_code_company UNIQUE (company_id, code),
CONSTRAINT chk_projects_dates CHECK (date_end IS NULL OR date_end >= date_start)
);
-- Tabla: project_stages (Etapas de tareas)
CREATE TABLE projects.project_stages (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID NOT NULL REFERENCES auth.tenants(id) ON DELETE CASCADE,
project_id UUID REFERENCES projects.projects(id) ON DELETE CASCADE,
name VARCHAR(100) NOT NULL,
sequence INTEGER NOT NULL DEFAULT 1,
is_closed BOOLEAN DEFAULT FALSE, -- Etapa final
fold BOOLEAN DEFAULT FALSE, -- Plegada en kanban
-- Auditoría
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
CONSTRAINT chk_project_stages_sequence CHECK (sequence > 0)
);
-- Tabla: tasks (Tareas)
CREATE TABLE projects.tasks (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID NOT NULL REFERENCES auth.tenants(id) ON DELETE CASCADE,
project_id UUID NOT NULL REFERENCES projects.projects(id) ON DELETE CASCADE,
stage_id UUID REFERENCES projects.project_stages(id),
-- Identificación
name VARCHAR(255) NOT NULL,
description TEXT,
-- Asignación
assigned_to UUID REFERENCES auth.users(id),
partner_id UUID REFERENCES core.partners(id),
-- Jerarquía
parent_id UUID REFERENCES projects.tasks(id),
-- Fechas
date_start DATE,
date_deadline DATE,
-- Esfuerzo
planned_hours DECIMAL(8, 2) DEFAULT 0,
actual_hours DECIMAL(8, 2) DEFAULT 0,
progress INTEGER DEFAULT 0, -- 0-100
-- Prioridad y estado
priority projects.task_priority NOT NULL DEFAULT 'normal',
status projects.task_status NOT NULL DEFAULT 'todo',
-- Milestone
milestone_id UUID REFERENCES projects.milestones(id),
-- Auditoría
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
created_by UUID REFERENCES auth.users(id),
updated_at TIMESTAMP,
updated_by UUID REFERENCES auth.users(id),
deleted_at TIMESTAMP,
deleted_by UUID REFERENCES auth.users(id),
CONSTRAINT chk_tasks_no_self_parent CHECK (id != parent_id),
CONSTRAINT chk_tasks_dates CHECK (date_deadline IS NULL OR date_deadline >= date_start),
CONSTRAINT chk_tasks_planned_hours CHECK (planned_hours >= 0),
CONSTRAINT chk_tasks_actual_hours CHECK (actual_hours >= 0),
CONSTRAINT chk_tasks_progress CHECK (progress >= 0 AND progress <= 100)
);
-- Tabla: milestones (Hitos)
CREATE TABLE projects.milestones (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID NOT NULL REFERENCES auth.tenants(id) ON DELETE CASCADE,
project_id UUID NOT NULL REFERENCES projects.projects(id) ON DELETE CASCADE,
name VARCHAR(255) NOT NULL,
description TEXT,
target_date DATE NOT NULL,
status projects.milestone_status NOT NULL DEFAULT 'pending',
-- Auditoría
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
created_by UUID REFERENCES auth.users(id),
updated_at TIMESTAMP,
updated_by UUID REFERENCES auth.users(id),
completed_at TIMESTAMP,
completed_by UUID REFERENCES auth.users(id)
);
-- Tabla: task_dependencies (Dependencias entre tareas)
CREATE TABLE projects.task_dependencies (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
task_id UUID NOT NULL REFERENCES projects.tasks(id) ON DELETE CASCADE,
depends_on_id UUID NOT NULL REFERENCES projects.tasks(id) ON DELETE CASCADE,
dependency_type projects.dependency_type NOT NULL DEFAULT 'finish_to_start',
-- Auditoría
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
CONSTRAINT uq_task_dependencies UNIQUE (task_id, depends_on_id),
CONSTRAINT chk_task_dependencies_no_self CHECK (task_id != depends_on_id)
);
-- Tabla: task_tags (Etiquetas de tareas)
CREATE TABLE projects.task_tags (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID NOT NULL REFERENCES auth.tenants(id) ON DELETE CASCADE,
name VARCHAR(100) NOT NULL,
color VARCHAR(20),
-- Auditoría
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
CONSTRAINT uq_task_tags_name_tenant UNIQUE (tenant_id, name)
);
-- Tabla: task_tag_assignments (Many-to-many)
CREATE TABLE projects.task_tag_assignments (
task_id UUID NOT NULL REFERENCES projects.tasks(id) ON DELETE CASCADE,
tag_id UUID NOT NULL REFERENCES projects.task_tags(id) ON DELETE CASCADE,
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
PRIMARY KEY (task_id, tag_id)
);
-- Tabla: timesheets (Registro de horas)
CREATE TABLE projects.timesheets (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID NOT NULL REFERENCES auth.tenants(id) ON DELETE CASCADE,
company_id UUID NOT NULL REFERENCES auth.companies(id) ON DELETE CASCADE,
task_id UUID REFERENCES projects.tasks(id) ON DELETE SET NULL,
project_id UUID NOT NULL REFERENCES projects.projects(id),
employee_id UUID, -- FK a hr.employees (se crea después)
user_id UUID REFERENCES auth.users(id),
-- Fecha y horas
date DATE NOT NULL,
hours DECIMAL(8, 2) NOT NULL,
-- Descripción
description TEXT,
-- Analítica
analytic_account_id UUID REFERENCES analytics.analytic_accounts(id), -- Distribución analítica
analytic_line_id UUID REFERENCES analytics.analytic_lines(id), -- Línea analítica generada
-- Auditoría
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
created_by UUID REFERENCES auth.users(id),
updated_at TIMESTAMP,
updated_by UUID REFERENCES auth.users(id),
CONSTRAINT chk_timesheets_hours CHECK (hours > 0)
);
-- Tabla: task_checklists (Checklists dentro de tareas)
CREATE TABLE projects.task_checklists (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
task_id UUID NOT NULL REFERENCES projects.tasks(id) ON DELETE CASCADE,
item_name VARCHAR(255) NOT NULL,
is_completed BOOLEAN DEFAULT FALSE,
sequence INTEGER DEFAULT 1,
-- Auditoría
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
completed_at TIMESTAMP,
completed_by UUID REFERENCES auth.users(id)
);
-- Tabla: project_templates (Plantillas de proyectos)
CREATE TABLE projects.project_templates (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID NOT NULL REFERENCES auth.tenants(id) ON DELETE CASCADE,
name VARCHAR(255) NOT NULL,
description TEXT,
-- Template data (JSON con estructura de proyecto, tareas, etc.)
template_data JSONB DEFAULT '{}',
-- Control
active BOOLEAN DEFAULT TRUE,
-- Auditoría
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
created_by UUID REFERENCES auth.users(id),
updated_at TIMESTAMP,
updated_by UUID REFERENCES auth.users(id),
CONSTRAINT uq_project_templates_name_tenant UNIQUE (tenant_id, name)
);
-- =====================================================
-- INDICES
-- =====================================================
-- Projects
CREATE INDEX idx_projects_tenant_id ON projects.projects(tenant_id);
CREATE INDEX idx_projects_company_id ON projects.projects(company_id);
CREATE INDEX idx_projects_manager_id ON projects.projects(manager_id);
CREATE INDEX idx_projects_partner_id ON projects.projects(partner_id);
CREATE INDEX idx_projects_analytic_account_id ON projects.projects(analytic_account_id);
CREATE INDEX idx_projects_status ON projects.projects(status);
-- Project Stages
CREATE INDEX idx_project_stages_tenant_id ON projects.project_stages(tenant_id);
CREATE INDEX idx_project_stages_project_id ON projects.project_stages(project_id);
CREATE INDEX idx_project_stages_sequence ON projects.project_stages(sequence);
-- Tasks
CREATE INDEX idx_tasks_tenant_id ON projects.tasks(tenant_id);
CREATE INDEX idx_tasks_project_id ON projects.tasks(project_id);
CREATE INDEX idx_tasks_stage_id ON projects.tasks(stage_id);
CREATE INDEX idx_tasks_assigned_to ON projects.tasks(assigned_to);
CREATE INDEX idx_tasks_parent_id ON projects.tasks(parent_id);
CREATE INDEX idx_tasks_milestone_id ON projects.tasks(milestone_id);
CREATE INDEX idx_tasks_status ON projects.tasks(status);
CREATE INDEX idx_tasks_priority ON projects.tasks(priority);
CREATE INDEX idx_tasks_date_deadline ON projects.tasks(date_deadline);
-- Milestones
CREATE INDEX idx_milestones_tenant_id ON projects.milestones(tenant_id);
CREATE INDEX idx_milestones_project_id ON projects.milestones(project_id);
CREATE INDEX idx_milestones_status ON projects.milestones(status);
CREATE INDEX idx_milestones_target_date ON projects.milestones(target_date);
-- Task Dependencies
CREATE INDEX idx_task_dependencies_task_id ON projects.task_dependencies(task_id);
CREATE INDEX idx_task_dependencies_depends_on_id ON projects.task_dependencies(depends_on_id);
-- Timesheets
CREATE INDEX idx_timesheets_tenant_id ON projects.timesheets(tenant_id);
CREATE INDEX idx_timesheets_company_id ON projects.timesheets(company_id);
CREATE INDEX idx_timesheets_task_id ON projects.timesheets(task_id);
CREATE INDEX idx_timesheets_project_id ON projects.timesheets(project_id);
CREATE INDEX idx_timesheets_employee_id ON projects.timesheets(employee_id);
CREATE INDEX idx_timesheets_date ON projects.timesheets(date);
CREATE INDEX idx_timesheets_analytic_account_id ON projects.timesheets(analytic_account_id) WHERE analytic_account_id IS NOT NULL;
-- Task Checklists
CREATE INDEX idx_task_checklists_task_id ON projects.task_checklists(task_id);
-- Project Templates
CREATE INDEX idx_project_templates_tenant_id ON projects.project_templates(tenant_id);
CREATE INDEX idx_project_templates_active ON projects.project_templates(active) WHERE active = TRUE;
-- =====================================================
-- FUNCTIONS
-- =====================================================
-- Función: update_task_actual_hours
CREATE OR REPLACE FUNCTION projects.update_task_actual_hours()
RETURNS TRIGGER AS $$
BEGIN
IF TG_OP = 'DELETE' THEN
UPDATE projects.tasks
SET actual_hours = (
SELECT COALESCE(SUM(hours), 0)
FROM projects.timesheets
WHERE task_id = OLD.task_id
)
WHERE id = OLD.task_id;
ELSE
UPDATE projects.tasks
SET actual_hours = (
SELECT COALESCE(SUM(hours), 0)
FROM projects.timesheets
WHERE task_id = NEW.task_id
)
WHERE id = NEW.task_id;
END IF;
RETURN NULL;
END;
$$ LANGUAGE plpgsql;
COMMENT ON FUNCTION projects.update_task_actual_hours IS 'Actualiza las horas reales de una tarea al cambiar timesheets';
-- Función: check_task_dependencies
CREATE OR REPLACE FUNCTION projects.check_task_dependencies(p_task_id UUID)
RETURNS BOOLEAN AS $$
DECLARE
v_unfinished_count INTEGER;
BEGIN
SELECT COUNT(*)
INTO v_unfinished_count
FROM projects.task_dependencies td
JOIN projects.tasks t ON td.depends_on_id = t.id
WHERE td.task_id = p_task_id
AND t.status != 'done';
RETURN v_unfinished_count = 0;
END;
$$ LANGUAGE plpgsql STABLE;
COMMENT ON FUNCTION projects.check_task_dependencies IS 'Verifica si todas las dependencias de una tarea están completadas';
-- Función: prevent_circular_dependencies
CREATE OR REPLACE FUNCTION projects.prevent_circular_dependencies()
RETURNS TRIGGER AS $$
BEGIN
-- Verificar si crear esta dependencia crea un ciclo
IF EXISTS (
WITH RECURSIVE dep_chain AS (
SELECT task_id, depends_on_id
FROM projects.task_dependencies
WHERE task_id = NEW.depends_on_id
UNION ALL
SELECT td.task_id, td.depends_on_id
FROM projects.task_dependencies td
JOIN dep_chain dc ON td.task_id = dc.depends_on_id
)
SELECT 1 FROM dep_chain WHERE depends_on_id = NEW.task_id
) THEN
RAISE EXCEPTION 'Cannot create circular dependency';
END IF;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
COMMENT ON FUNCTION projects.prevent_circular_dependencies IS 'Previene la creación de dependencias circulares entre tareas';
-- =====================================================
-- TRIGGERS
-- =====================================================
CREATE TRIGGER trg_projects_updated_at
BEFORE UPDATE ON projects.projects
FOR EACH ROW
EXECUTE FUNCTION auth.update_updated_at_column();
CREATE TRIGGER trg_tasks_updated_at
BEFORE UPDATE ON projects.tasks
FOR EACH ROW
EXECUTE FUNCTION auth.update_updated_at_column();
CREATE TRIGGER trg_milestones_updated_at
BEFORE UPDATE ON projects.milestones
FOR EACH ROW
EXECUTE FUNCTION auth.update_updated_at_column();
CREATE TRIGGER trg_timesheets_updated_at
BEFORE UPDATE ON projects.timesheets
FOR EACH ROW
EXECUTE FUNCTION auth.update_updated_at_column();
CREATE TRIGGER trg_project_templates_updated_at
BEFORE UPDATE ON projects.project_templates
FOR EACH ROW
EXECUTE FUNCTION auth.update_updated_at_column();
-- Trigger: Actualizar horas reales de tarea al cambiar timesheet
CREATE TRIGGER trg_timesheets_update_task_hours
AFTER INSERT OR UPDATE OR DELETE ON projects.timesheets
FOR EACH ROW
EXECUTE FUNCTION projects.update_task_actual_hours();
-- Trigger: Prevenir dependencias circulares
CREATE TRIGGER trg_task_dependencies_prevent_circular
BEFORE INSERT ON projects.task_dependencies
FOR EACH ROW
EXECUTE FUNCTION projects.prevent_circular_dependencies();
-- =====================================================
-- TRACKING AUTOMÁTICO (mail.thread pattern)
-- =====================================================
-- Trigger: Tracking automático para proyectos
CREATE TRIGGER track_project_changes
AFTER INSERT OR UPDATE OR DELETE ON projects.projects
FOR EACH ROW EXECUTE FUNCTION system.track_field_changes();
COMMENT ON TRIGGER track_project_changes ON projects.projects IS
'Registra automáticamente cambios en proyectos (estado, nombre, responsable, fechas)';
-- =====================================================
-- ROW LEVEL SECURITY (RLS)
-- =====================================================
ALTER TABLE projects.projects ENABLE ROW LEVEL SECURITY;
ALTER TABLE projects.project_stages ENABLE ROW LEVEL SECURITY;
ALTER TABLE projects.tasks ENABLE ROW LEVEL SECURITY;
ALTER TABLE projects.milestones ENABLE ROW LEVEL SECURITY;
ALTER TABLE projects.task_tags ENABLE ROW LEVEL SECURITY;
ALTER TABLE projects.timesheets ENABLE ROW LEVEL SECURITY;
ALTER TABLE projects.project_templates ENABLE ROW LEVEL SECURITY;
CREATE POLICY tenant_isolation_projects ON projects.projects
USING (tenant_id = get_current_tenant_id());
CREATE POLICY tenant_isolation_project_stages ON projects.project_stages
USING (tenant_id = get_current_tenant_id());
CREATE POLICY tenant_isolation_tasks ON projects.tasks
USING (tenant_id = get_current_tenant_id());
CREATE POLICY tenant_isolation_milestones ON projects.milestones
USING (tenant_id = get_current_tenant_id());
CREATE POLICY tenant_isolation_task_tags ON projects.task_tags
USING (tenant_id = get_current_tenant_id());
CREATE POLICY tenant_isolation_timesheets ON projects.timesheets
USING (tenant_id = get_current_tenant_id());
CREATE POLICY tenant_isolation_project_templates ON projects.project_templates
USING (tenant_id = get_current_tenant_id());
-- =====================================================
-- COMENTARIOS
-- =====================================================
COMMENT ON SCHEMA projects IS 'Schema de gestión de proyectos, tareas y timesheets';
COMMENT ON TABLE projects.projects IS 'Proyectos genéricos con tracking de tareas';
COMMENT ON TABLE projects.project_stages IS 'Etapas/columnas para tablero Kanban de tareas';
COMMENT ON TABLE projects.tasks IS 'Tareas dentro de proyectos con jerarquía y dependencias';
COMMENT ON TABLE projects.milestones IS 'Hitos importantes en proyectos';
COMMENT ON TABLE projects.task_dependencies IS 'Dependencias entre tareas (precedencia)';
COMMENT ON TABLE projects.task_tags IS 'Etiquetas para categorizar tareas';
COMMENT ON TABLE projects.timesheets IS 'Registro de horas trabajadas en tareas';
COMMENT ON TABLE projects.task_checklists IS 'Checklists dentro de tareas';
COMMENT ON TABLE projects.project_templates IS 'Plantillas de proyectos para reutilización';
-- =====================================================
-- FIN DEL SCHEMA PROJECTS
-- =====================================================