[SAAS-022] feat: Add Goals module DDL
- 00-schema.sql: Schema creation with grants - 01-enums.sql: 8 enums (goal_type, metric_type, period_type, etc.) - 02-tables.sql: 4 tables (definitions, assignments, progress_log, milestone_notifications) - 04-rls.sql: 16 RLS policies for tenant isolation - 05-indexes.sql: Performance indexes Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Adrian Flores Cortes
parent
a3f354528a
commit
6e5244b612
14
ddl/schemas/goals/00-schema.sql
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14
ddl/schemas/goals/00-schema.sql
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-- ============================================
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-- SAAS-022: Goals Schema
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-- Sistema de metas y objetivos
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-- ============================================
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-- Create schema
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CREATE SCHEMA IF NOT EXISTS goals;
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-- Grant permissions
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GRANT USAGE ON SCHEMA goals TO template_saas_user;
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GRANT ALL PRIVILEGES ON ALL TABLES IN SCHEMA goals TO template_saas_user;
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GRANT ALL PRIVILEGES ON ALL SEQUENCES IN SCHEMA goals TO template_saas_user;
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ALTER DEFAULT PRIVILEGES IN SCHEMA goals GRANT ALL ON TABLES TO template_saas_user;
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ALTER DEFAULT PRIVILEGES IN SCHEMA goals GRANT ALL ON SEQUENCES TO template_saas_user;
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70
ddl/schemas/goals/01-enums.sql
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70
ddl/schemas/goals/01-enums.sql
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-- ============================================
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-- SAAS-022: Goals Enums
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-- ============================================
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-- Tipo de meta
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CREATE TYPE goals.goal_type AS ENUM (
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'target', -- Alcanzar un objetivo
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'limit', -- No exceder un limite
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'maintain' -- Mantener un valor
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);
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-- Tipo de metrica
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CREATE TYPE goals.metric_type AS ENUM (
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'number', -- Numero entero
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'currency', -- Monto monetario
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'percentage', -- Porcentaje
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'boolean', -- Si/No
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'count' -- Conteo
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);
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-- Tipo de periodo
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CREATE TYPE goals.period_type AS ENUM (
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'daily',
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'weekly',
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'monthly',
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'quarterly',
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'yearly',
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'custom'
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);
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-- Fuente de datos para tracking automatico
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CREATE TYPE goals.data_source AS ENUM (
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'manual', -- Actualizado manualmente
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'sales', -- Desde modulo Sales
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'billing', -- Desde modulo Billing
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'commissions', -- Desde modulo Commissions
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'custom' -- Fuente personalizada
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);
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-- Estado de la meta
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CREATE TYPE goals.goal_status AS ENUM (
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'draft', -- Borrador
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'active', -- Activa
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'paused', -- Pausada
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'completed', -- Completada
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'cancelled' -- Cancelada
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);
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-- Tipo de asignado
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CREATE TYPE goals.assignee_type AS ENUM (
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'user', -- Usuario individual
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'team', -- Equipo
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'tenant' -- Todo el tenant
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);
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-- Estado de asignacion
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CREATE TYPE goals.assignment_status AS ENUM (
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'active', -- En progreso
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'achieved', -- Lograda
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'failed', -- No alcanzada
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'cancelled' -- Cancelada
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);
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-- Fuente del progreso
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CREATE TYPE goals.progress_source AS ENUM (
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'manual', -- Entrada manual
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'automatic', -- Tracking automatico
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'import', -- Importacion
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'api' -- Via API externa
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);
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155
ddl/schemas/goals/02-tables.sql
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155
ddl/schemas/goals/02-tables.sql
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-- ============================================
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-- SAAS-022: Goals Tables
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-- ============================================
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-- ─────────────────────────────────────────────
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-- Definiciones de metas
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-- ─────────────────────────────────────────────
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CREATE TABLE goals.definitions (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL REFERENCES tenants.tenants(id) ON DELETE CASCADE,
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-- Info basica
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name VARCHAR(200) NOT NULL,
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description TEXT,
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category VARCHAR(100),
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-- Tipo de meta
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type goals.goal_type NOT NULL DEFAULT 'target',
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metric goals.metric_type NOT NULL DEFAULT 'number',
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-- Objetivo
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target_value DECIMAL(15,2) NOT NULL,
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unit VARCHAR(50), -- 'USD', 'units', '%', etc.
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-- Periodo
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period goals.period_type NOT NULL DEFAULT 'monthly',
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starts_at DATE NOT NULL,
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ends_at DATE NOT NULL,
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-- Fuente de datos (para tracking automatico)
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source goals.data_source NOT NULL DEFAULT 'manual',
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source_config JSONB DEFAULT '{}',
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-- Ejemplo:
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-- {
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-- "module": "sales",
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-- "entity": "opportunities",
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-- "filter": { "status": "won" },
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-- "aggregation": "sum",
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-- "field": "amount"
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-- }
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-- Hitos para notificaciones
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milestones JSONB DEFAULT '[]',
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-- Ejemplo: [{ "percentage": 25, "notify": true }, { "percentage": 50, "notify": true }]
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-- Estado
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status goals.goal_status NOT NULL DEFAULT 'draft',
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-- Metadata
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tags JSONB DEFAULT '[]',
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-- Timestamps
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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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created_by UUID REFERENCES users.users(id),
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-- Constraints
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CONSTRAINT valid_date_range CHECK (ends_at >= starts_at),
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CONSTRAINT positive_target CHECK (target_value > 0)
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);
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-- ─────────────────────────────────────────────
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-- Asignaciones de metas
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-- ─────────────────────────────────────────────
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CREATE TABLE goals.assignments (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL REFERENCES tenants.tenants(id) ON DELETE CASCADE,
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definition_id UUID NOT NULL REFERENCES goals.definitions(id) ON DELETE CASCADE,
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-- Asignado a
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assignee_type goals.assignee_type NOT NULL DEFAULT 'user',
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user_id UUID REFERENCES users.users(id) ON DELETE CASCADE,
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team_id UUID, -- Para uso futuro con modulo de equipos
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-- Objetivo personalizado (override del definition)
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custom_target DECIMAL(15,2),
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-- Progreso
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current_value DECIMAL(15,2) NOT NULL DEFAULT 0,
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progress_percentage DECIMAL(5,2) NOT NULL DEFAULT 0,
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last_updated_at TIMESTAMPTZ,
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-- Estado
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status goals.assignment_status NOT NULL DEFAULT 'active',
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achieved_at TIMESTAMPTZ,
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-- Metadata
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notes TEXT,
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-- Timestamps
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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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-- Constraints
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CONSTRAINT valid_progress CHECK (progress_percentage >= 0 AND progress_percentage <= 100),
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CONSTRAINT valid_assignee CHECK (
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(assignee_type = 'user' AND user_id IS NOT NULL) OR
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(assignee_type = 'team' AND team_id IS NOT NULL) OR
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(assignee_type = 'tenant')
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)
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);
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-- ─────────────────────────────────────────────
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-- Historial de progreso
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-- ─────────────────────────────────────────────
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CREATE TABLE goals.progress_log (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL REFERENCES tenants.tenants(id) ON DELETE CASCADE,
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assignment_id UUID NOT NULL REFERENCES goals.assignments(id) ON DELETE CASCADE,
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-- Valores
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previous_value DECIMAL(15,2),
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new_value DECIMAL(15,2) NOT NULL,
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change_amount DECIMAL(15,2),
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-- Fuente del cambio
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source goals.progress_source NOT NULL DEFAULT 'manual',
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source_reference VARCHAR(200), -- ID de la transaccion origen
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notes TEXT,
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-- Timestamps
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logged_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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logged_by UUID REFERENCES users.users(id)
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);
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-- ─────────────────────────────────────────────
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-- Notificaciones de hitos alcanzados
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-- ─────────────────────────────────────────────
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CREATE TABLE goals.milestone_notifications (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL REFERENCES tenants.tenants(id) ON DELETE CASCADE,
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assignment_id UUID NOT NULL REFERENCES goals.assignments(id) ON DELETE CASCADE,
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milestone_percentage INTEGER NOT NULL,
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achieved_value DECIMAL(15,2) NOT NULL,
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notified_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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-- Evitar duplicados
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CONSTRAINT unique_milestone_notification UNIQUE (assignment_id, milestone_percentage)
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);
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-- ─────────────────────────────────────────────
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-- Triggers para updated_at
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-- ─────────────────────────────────────────────
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CREATE TRIGGER update_definitions_updated_at
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BEFORE UPDATE ON goals.definitions
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FOR EACH ROW
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EXECUTE FUNCTION update_updated_at_column();
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CREATE TRIGGER update_assignments_updated_at
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BEFORE UPDATE ON goals.assignments
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FOR EACH ROW
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EXECUTE FUNCTION update_updated_at_column();
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72
ddl/schemas/goals/04-rls.sql
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72
ddl/schemas/goals/04-rls.sql
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-- ============================================
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-- SAAS-022: Goals RLS Policies
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-- Tenant isolation for all tables
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-- ============================================
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-- ─────────────────────────────────────────────
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-- Definitions RLS
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-- ─────────────────────────────────────────────
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ALTER TABLE goals.definitions ENABLE ROW LEVEL SECURITY;
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CREATE POLICY definitions_tenant_isolation_select ON goals.definitions
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FOR SELECT USING (tenant_id = auth.get_current_tenant());
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CREATE POLICY definitions_tenant_isolation_insert ON goals.definitions
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FOR INSERT WITH CHECK (tenant_id = auth.get_current_tenant());
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CREATE POLICY definitions_tenant_isolation_update ON goals.definitions
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FOR UPDATE USING (tenant_id = auth.get_current_tenant());
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CREATE POLICY definitions_tenant_isolation_delete ON goals.definitions
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FOR DELETE USING (tenant_id = auth.get_current_tenant());
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-- ─────────────────────────────────────────────
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-- Assignments RLS
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-- ─────────────────────────────────────────────
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ALTER TABLE goals.assignments ENABLE ROW LEVEL SECURITY;
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CREATE POLICY assignments_tenant_isolation_select ON goals.assignments
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FOR SELECT USING (tenant_id = auth.get_current_tenant());
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CREATE POLICY assignments_tenant_isolation_insert ON goals.assignments
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FOR INSERT WITH CHECK (tenant_id = auth.get_current_tenant());
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CREATE POLICY assignments_tenant_isolation_update ON goals.assignments
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FOR UPDATE USING (tenant_id = auth.get_current_tenant());
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CREATE POLICY assignments_tenant_isolation_delete ON goals.assignments
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FOR DELETE USING (tenant_id = auth.get_current_tenant());
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-- ─────────────────────────────────────────────
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-- Progress Log RLS
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-- ─────────────────────────────────────────────
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ALTER TABLE goals.progress_log ENABLE ROW LEVEL SECURITY;
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CREATE POLICY progress_log_tenant_isolation_select ON goals.progress_log
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FOR SELECT USING (tenant_id = auth.get_current_tenant());
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CREATE POLICY progress_log_tenant_isolation_insert ON goals.progress_log
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FOR INSERT WITH CHECK (tenant_id = auth.get_current_tenant());
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CREATE POLICY progress_log_tenant_isolation_update ON goals.progress_log
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FOR UPDATE USING (tenant_id = auth.get_current_tenant());
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CREATE POLICY progress_log_tenant_isolation_delete ON goals.progress_log
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FOR DELETE USING (tenant_id = auth.get_current_tenant());
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-- ─────────────────────────────────────────────
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-- Milestone Notifications RLS
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-- ─────────────────────────────────────────────
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ALTER TABLE goals.milestone_notifications ENABLE ROW LEVEL SECURITY;
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CREATE POLICY milestone_notifications_tenant_isolation_select ON goals.milestone_notifications
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FOR SELECT USING (tenant_id = auth.get_current_tenant());
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CREATE POLICY milestone_notifications_tenant_isolation_insert ON goals.milestone_notifications
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FOR INSERT WITH CHECK (tenant_id = auth.get_current_tenant());
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CREATE POLICY milestone_notifications_tenant_isolation_update ON goals.milestone_notifications
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FOR UPDATE USING (tenant_id = auth.get_current_tenant());
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CREATE POLICY milestone_notifications_tenant_isolation_delete ON goals.milestone_notifications
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FOR DELETE USING (tenant_id = auth.get_current_tenant());
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109
ddl/schemas/goals/05-indexes.sql
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109
ddl/schemas/goals/05-indexes.sql
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-- ============================================
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-- SAAS-022: Goals Indexes
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-- Performance optimization
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-- ============================================
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-- ─────────────────────────────────────────────
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-- Definitions Indexes
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-- ─────────────────────────────────────────────
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-- Tenant + status (most common query)
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CREATE INDEX idx_definitions_tenant_status
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ON goals.definitions (tenant_id, status);
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-- Period queries
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CREATE INDEX idx_definitions_tenant_period
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ON goals.definitions (tenant_id, period, starts_at, ends_at);
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-- Date range queries
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CREATE INDEX idx_definitions_dates
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ON goals.definitions (starts_at, ends_at);
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-- Category filtering
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CREATE INDEX idx_definitions_category
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ON goals.definitions (tenant_id, category)
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WHERE category IS NOT NULL;
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-- Active goals (partial index)
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CREATE INDEX idx_definitions_active
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ON goals.definitions (tenant_id, starts_at, ends_at)
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WHERE status = 'active';
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-- Created by user
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CREATE INDEX idx_definitions_created_by
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ON goals.definitions (created_by)
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WHERE created_by IS NOT NULL;
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-- Tags (GIN for JSONB array)
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CREATE INDEX idx_definitions_tags
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ON goals.definitions USING GIN (tags);
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-- ─────────────────────────────────────────────
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-- Assignments Indexes
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-- ─────────────────────────────────────────────
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-- Tenant + status (most common query)
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CREATE INDEX idx_assignments_tenant_status
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ON goals.assignments (tenant_id, status);
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-- Definition lookup
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CREATE INDEX idx_assignments_definition
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ON goals.assignments (definition_id);
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-- User assignments (most common filter)
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CREATE INDEX idx_assignments_user
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ON goals.assignments (user_id, status)
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WHERE user_id IS NOT NULL;
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-- Team assignments
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CREATE INDEX idx_assignments_team
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ON goals.assignments (team_id, status)
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WHERE team_id IS NOT NULL;
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-- Active assignments (partial index)
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CREATE INDEX idx_assignments_active
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ON goals.assignments (tenant_id, user_id)
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WHERE status = 'active';
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-- Progress percentage (for reports)
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CREATE INDEX idx_assignments_progress
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ON goals.assignments (tenant_id, progress_percentage);
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-- Achieved goals
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CREATE INDEX idx_assignments_achieved
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ON goals.assignments (achieved_at)
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WHERE status = 'achieved';
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-- ─────────────────────────────────────────────
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-- Progress Log Indexes
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-- ─────────────────────────────────────────────
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-- Assignment history
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CREATE INDEX idx_progress_log_assignment
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ON goals.progress_log (assignment_id, logged_at DESC);
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-- Tenant + date range
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CREATE INDEX idx_progress_log_tenant_date
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ON goals.progress_log (tenant_id, logged_at);
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-- Source reference (for deduplication)
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CREATE INDEX idx_progress_log_source_ref
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ON goals.progress_log (source_reference)
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WHERE source_reference IS NOT NULL;
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-- By user who logged
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CREATE INDEX idx_progress_log_logged_by
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ON goals.progress_log (logged_by)
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WHERE logged_by IS NOT NULL;
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-- ─────────────────────────────────────────────
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-- Milestone Notifications Indexes
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-- ─────────────────────────────────────────────
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-- Assignment milestones
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CREATE INDEX idx_milestone_notifications_assignment
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ON goals.milestone_notifications (assignment_id);
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-- Tenant notifications
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CREATE INDEX idx_milestone_notifications_tenant
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ON goals.milestone_notifications (tenant_id, notified_at);
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