lead menu

nquiry menu

drizzle/0012_odd_fat_cobra.sql

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+ALTER TABLE "crm_enquiries"
+ADD COLUMN "pipeline_stage" text;
+
+UPDATE "crm_enquiries" AS enquiry
+SET "pipeline_stage" = CASE
+  WHEN EXISTS (
+    SELECT 1
+    FROM "ms_options" AS option
+    WHERE option."id" = enquiry."status"
+      AND option."category" = 'crm_enquiry_status'
+      AND option."code" IN ('closed_lost', 'cancelled')
+      AND option."deleted_at" IS NULL
+  ) THEN 'closed_lost'
+  WHEN enquiry."assigned_to_user_id" IS NOT NULL THEN 'enquiry'
+  ELSE 'lead'
+END
+WHERE enquiry."pipeline_stage" IS NULL;
+
+UPDATE "crm_enquiries"
+SET "pipeline_stage" = 'lead'
+WHERE "pipeline_stage" IS NULL;
+
+ALTER TABLE "crm_enquiries"
+ALTER COLUMN "pipeline_stage" SET DEFAULT 'lead';
+
+ALTER TABLE "crm_enquiries"
+ALTER COLUMN "pipeline_stage" SET NOT NULL;
+
+ALTER TABLE "crm_enquiries"
+ADD CONSTRAINT "crm_enquiries_pipeline_stage_check"
+CHECK ("pipeline_stage" IN ('lead', 'enquiry', 'closed_won', 'closed_lost'));