task-k.1

src/db/schema.ts

@@ -394,6 +394,28 @@ export const crmEnquiryAttachments = pgTable('crm_enquiry_attachments', {
   deletedAt: timestamp('deleted_at', { withTimezone: true })
 });
 
+export const crmReportDefinitions = pgTable(
+  'crm_report_definitions',
+  {
+    id: text('id').primaryKey(),
+    organizationId: text('organization_id').notNull(),
+    code: text('code').notNull(),
+    name: text('name').notNull(),
+    description: text('description'),
+    category: text('category').notNull(),
+    isSystem: boolean('is_system').default(true).notNull(),
+    isActive: boolean('is_active').default(true).notNull(),
+    createdAt: timestamp('created_at', { withTimezone: true }).defaultNow().notNull(),
+    updatedAt: timestamp('updated_at', { withTimezone: true }).defaultNow().notNull()
+  },
+  (table) => ({
+    organizationCodeIdx: uniqueIndex('crm_report_definitions_org_code_idx').on(
+      table.organizationId,
+      table.code
+    )
+  })
+);
+
 export const crmQuotations = pgTable(
   'crm_quotations',
   {

src/db/seeds/foundation.seed.ts

@@ -38,6 +38,13 @@ type TemplateMappingSeed = {
   columns?: TemplateColumnSeed[];
 };
 
+type ReportDefinitionSeed = {
+  code: string;
+  name: string;
+  description: string;
+  category: string;
+};
+
 function loadEnvFile(filePath: string) {
   if (!fs.existsSync(filePath)) {
     return;
@@ -334,9 +341,52 @@ const FOUNDATION_OPTIONS = {
     { code: 'facebook', label: 'Facebook', value: 'facebook', sortOrder: 4 },
     { code: 'line', label: 'LINE', value: 'line', sortOrder: 5 },
     { code: 'other', label: 'Other', value: 'other', sortOrder: 6 }
+  ],
+  crm_report_category: [
+    { code: 'pipeline', label: 'Pipeline', value: 'pipeline', sortOrder: 1 },
+    { code: 'sales', label: 'Sales', value: 'sales', sortOrder: 2 },
+    { code: 'revenue', label: 'Revenue', value: 'revenue', sortOrder: 3 },
+    { code: 'customer', label: 'Customer', value: 'customer', sortOrder: 4 },
+    { code: 'quotation', label: 'Quotation', value: 'quotation', sortOrder: 5 },
+    { code: 'approval', label: 'Approval', value: 'approval', sortOrder: 6 },
+    { code: 'outcome', label: 'Outcome', value: 'outcome', sortOrder: 7 },
+    { code: 'executive', label: 'Executive', value: 'executive', sortOrder: 8 }
   ]
 };
 
+const REPORT_DEFINITIONS: ReportDefinitionSeed[] = [
+  {
+    code: 'lead_pipeline',
+    name: 'Lead Pipeline',
+    description: 'Foundation catalog entry for future lead pipeline reporting.',
+    category: 'pipeline'
+  },
+  {
+    code: 'enquiry_pipeline',
+    name: 'Enquiry Pipeline',
+    description: 'Foundation catalog entry for opportunity stage reporting.',
+    category: 'pipeline'
+  },
+  {
+    code: 'sales_performance',
+    name: 'Sales Performance',
+    description: 'Foundation catalog entry for salesperson KPI and ranking reports.',
+    category: 'sales'
+  },
+  {
+    code: 'lost_analysis',
+    name: 'Lost Analysis',
+    description: 'Foundation catalog entry for lost reason and competitor analysis.',
+    category: 'outcome'
+  },
+  {
+    code: 'revenue_by_customer',
+    name: 'Revenue By Customer',
+    description: 'Foundation catalog entry for customer revenue attribution reports.',
+    category: 'revenue'
+  }
+];
+
 const DOCUMENT_SEQUENCES = [
   { documentType: 'customer', prefix: 'CUS' },
   { documentType: 'contact', prefix: 'CON' },
@@ -972,6 +1022,43 @@ async function upsertDocumentTemplatesForOrganization(
   `;
 }
 
+async function upsertReportDefinitionsForOrganization(
+  sql: SqlClient,
+  organization: { id: string }
+) {
+  for (const definition of REPORT_DEFINITIONS) {
+    await sql`
+      insert into crm_report_definitions (
+        id,
+        organization_id,
+        code,
+        name,
+        description,
+        category,
+        is_system,
+        is_active
+      ) values (
+        ${crypto.randomUUID()},
+        ${organization.id},
+        ${definition.code},
+        ${definition.name},
+        ${definition.description},
+        ${definition.category},
+        ${true},
+        ${true}
+      )
+      on conflict (organization_id, code) do update
+      set
+        name = excluded.name,
+        description = excluded.description,
+        category = excluded.category,
+        is_system = excluded.is_system,
+        is_active = excluded.is_active,
+        updated_at = now()
+    `;
+  }
+}
+
 async function main() {
   loadLocalEnv();
 
@@ -996,6 +1083,7 @@ async function main() {
       await upsertDocumentSequencesForOrganization(sql, organization.id, branchRows);
       await upsertApprovalWorkflowsForOrganization(sql, organization.id);
       await upsertDocumentTemplatesForOrganization(sql, organization);
+      await upsertReportDefinitionsForOrganization(sql, organization);
       console.log(`[seed-foundation] Seeded foundation data for ${organization.name}`);
     }
   } finally {