Files
boti/sql/botkonzept_schema.sql
2026-03-07 19:33:48 +01:00

445 lines
14 KiB
PL/PgSQL

-- =====================================================
-- BotKonzept - Database Schema for Customer Management
-- =====================================================
-- This schema manages customers, instances, emails, and payments
-- for the BotKonzept SaaS platform
-- Enable UUID extension
CREATE EXTENSION IF NOT EXISTS "uuid-ossp";
-- =====================================================
-- Table: customers
-- =====================================================
-- Stores customer information and trial status
CREATE TABLE IF NOT EXISTS customers (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
email VARCHAR(255) UNIQUE NOT NULL,
first_name VARCHAR(100) NOT NULL,
last_name VARCHAR(100) NOT NULL,
company VARCHAR(255),
phone VARCHAR(50),
-- Status tracking
status VARCHAR(50) DEFAULT 'trial' CHECK (status IN ('trial', 'active', 'cancelled', 'suspended', 'deleted')),
-- Timestamps
created_at TIMESTAMPTZ DEFAULT NOW(),
updated_at TIMESTAMPTZ DEFAULT NOW(),
trial_end_date TIMESTAMPTZ,
subscription_start_date TIMESTAMPTZ,
subscription_end_date TIMESTAMPTZ,
-- Marketing tracking
utm_source VARCHAR(100),
utm_medium VARCHAR(100),
utm_campaign VARCHAR(100),
referral_code VARCHAR(50),
-- Metadata
metadata JSONB DEFAULT '{}'::jsonb,
-- Indexes
CONSTRAINT email_format CHECK (email ~* '^[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,}$')
);
-- Create indexes for customers
CREATE INDEX idx_customers_email ON customers(email);
CREATE INDEX idx_customers_status ON customers(status);
CREATE INDEX idx_customers_created_at ON customers(created_at);
CREATE INDEX idx_customers_trial_end_date ON customers(trial_end_date);
-- =====================================================
-- Table: instances
-- =====================================================
-- Stores LXC instance information for each customer
CREATE TABLE IF NOT EXISTS instances (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
-- Instance details
lxc_id BIGINT NOT NULL UNIQUE,
hostname VARCHAR(255) NOT NULL,
ip VARCHAR(50) NOT NULL,
fqdn VARCHAR(255) NOT NULL,
vlan INTEGER,
-- Status
status VARCHAR(50) DEFAULT 'active' CHECK (status IN ('creating', 'active', 'suspended', 'deleted', 'error')),
-- Credentials (encrypted JSON)
credentials JSONB NOT NULL,
-- Timestamps
created_at TIMESTAMPTZ DEFAULT NOW(),
updated_at TIMESTAMPTZ DEFAULT NOW(),
deleted_at TIMESTAMPTZ,
trial_end_date TIMESTAMPTZ,
-- Resource usage
disk_usage_gb DECIMAL(10,2),
memory_usage_mb INTEGER,
cpu_usage_percent DECIMAL(5,2),
-- Metadata
metadata JSONB DEFAULT '{}'::jsonb
);
-- Create indexes for instances
CREATE INDEX idx_instances_customer_id ON instances(customer_id);
CREATE INDEX idx_instances_lxc_id ON instances(lxc_id);
CREATE INDEX idx_instances_status ON instances(status);
CREATE INDEX idx_instances_hostname ON instances(hostname);
-- =====================================================
-- Table: emails_sent
-- =====================================================
-- Tracks all emails sent to customers
CREATE TABLE IF NOT EXISTS emails_sent (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
-- Email details
email_type VARCHAR(50) NOT NULL CHECK (email_type IN (
'welcome',
'day3_upgrade',
'day5_reminder',
'day7_last_chance',
'day8_goodbye',
'payment_confirm',
'payment_failed',
'instance_created',
'instance_deleted',
'password_reset',
'newsletter'
)),
subject VARCHAR(255),
recipient_email VARCHAR(255) NOT NULL,
-- Status
status VARCHAR(50) DEFAULT 'sent' CHECK (status IN ('sent', 'delivered', 'opened', 'clicked', 'bounced', 'failed')),
-- Timestamps
sent_at TIMESTAMPTZ DEFAULT NOW(),
delivered_at TIMESTAMPTZ,
opened_at TIMESTAMPTZ,
clicked_at TIMESTAMPTZ,
-- Metadata
metadata JSONB DEFAULT '{}'::jsonb
);
-- Create indexes for emails_sent
CREATE INDEX idx_emails_customer_id ON emails_sent(customer_id);
CREATE INDEX idx_emails_type ON emails_sent(email_type);
CREATE INDEX idx_emails_sent_at ON emails_sent(sent_at);
CREATE INDEX idx_emails_status ON emails_sent(status);
-- =====================================================
-- Table: subscriptions
-- =====================================================
-- Stores subscription and payment information
CREATE TABLE IF NOT EXISTS subscriptions (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
-- Plan details
plan_name VARCHAR(50) NOT NULL CHECK (plan_name IN ('trial', 'starter', 'business', 'enterprise')),
plan_price DECIMAL(10,2) NOT NULL,
billing_cycle VARCHAR(20) DEFAULT 'monthly' CHECK (billing_cycle IN ('monthly', 'yearly')),
-- Discount
discount_percent DECIMAL(5,2) DEFAULT 0,
discount_code VARCHAR(50),
discount_end_date TIMESTAMPTZ,
-- Status
status VARCHAR(50) DEFAULT 'active' CHECK (status IN ('active', 'cancelled', 'past_due', 'suspended')),
-- Payment provider
payment_provider VARCHAR(50) CHECK (payment_provider IN ('stripe', 'paypal', 'manual')),
payment_provider_id VARCHAR(255),
-- Timestamps
created_at TIMESTAMPTZ DEFAULT NOW(),
updated_at TIMESTAMPTZ DEFAULT NOW(),
current_period_start TIMESTAMPTZ,
current_period_end TIMESTAMPTZ,
cancelled_at TIMESTAMPTZ,
-- Metadata
metadata JSONB DEFAULT '{}'::jsonb
);
-- Create indexes for subscriptions
CREATE INDEX idx_subscriptions_customer_id ON subscriptions(customer_id);
CREATE INDEX idx_subscriptions_status ON subscriptions(status);
CREATE INDEX idx_subscriptions_plan_name ON subscriptions(plan_name);
-- =====================================================
-- Table: payments
-- =====================================================
-- Stores payment transaction history
CREATE TABLE IF NOT EXISTS payments (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
customer_id UUID NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
subscription_id UUID REFERENCES subscriptions(id) ON DELETE SET NULL,
-- Payment details
amount DECIMAL(10,2) NOT NULL,
currency VARCHAR(3) DEFAULT 'EUR',
-- Status
status VARCHAR(50) DEFAULT 'pending' CHECK (status IN ('pending', 'succeeded', 'failed', 'refunded', 'cancelled')),
-- Payment provider
payment_provider VARCHAR(50) CHECK (payment_provider IN ('stripe', 'paypal', 'manual')),
payment_provider_id VARCHAR(255),
payment_method VARCHAR(50),
-- Timestamps
created_at TIMESTAMPTZ DEFAULT NOW(),
paid_at TIMESTAMPTZ,
refunded_at TIMESTAMPTZ,
-- Invoice
invoice_number VARCHAR(50),
invoice_url TEXT,
-- Metadata
metadata JSONB DEFAULT '{}'::jsonb
);
-- Create indexes for payments
CREATE INDEX idx_payments_customer_id ON payments(customer_id);
CREATE INDEX idx_payments_subscription_id ON payments(subscription_id);
CREATE INDEX idx_payments_status ON payments(status);
CREATE INDEX idx_payments_created_at ON payments(created_at);
-- =====================================================
-- Table: usage_stats
-- =====================================================
-- Tracks usage statistics for each instance
CREATE TABLE IF NOT EXISTS usage_stats (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
instance_id UUID NOT NULL REFERENCES instances(id) ON DELETE CASCADE,
-- Usage metrics
date DATE NOT NULL,
messages_count INTEGER DEFAULT 0,
documents_count INTEGER DEFAULT 0,
api_calls_count INTEGER DEFAULT 0,
storage_used_mb DECIMAL(10,2) DEFAULT 0,
-- Timestamps
created_at TIMESTAMPTZ DEFAULT NOW(),
-- Unique constraint: one record per instance per day
UNIQUE(instance_id, date)
);
-- Create indexes for usage_stats
CREATE INDEX idx_usage_instance_id ON usage_stats(instance_id);
CREATE INDEX idx_usage_date ON usage_stats(date);
-- =====================================================
-- Table: audit_log
-- =====================================================
-- Audit trail for important actions
CREATE TABLE IF NOT EXISTS audit_log (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
customer_id UUID REFERENCES customers(id) ON DELETE SET NULL,
instance_id UUID REFERENCES instances(id) ON DELETE SET NULL,
-- Action details
action VARCHAR(100) NOT NULL,
entity_type VARCHAR(50),
entity_id UUID,
-- User/system that performed the action
performed_by VARCHAR(100),
ip_address INET,
user_agent TEXT,
-- Changes
old_values JSONB,
new_values JSONB,
-- Timestamp
created_at TIMESTAMPTZ DEFAULT NOW(),
-- Metadata
metadata JSONB DEFAULT '{}'::jsonb
);
-- Create indexes for audit_log
CREATE INDEX idx_audit_customer_id ON audit_log(customer_id);
CREATE INDEX idx_audit_instance_id ON audit_log(instance_id);
CREATE INDEX idx_audit_action ON audit_log(action);
CREATE INDEX idx_audit_created_at ON audit_log(created_at);
-- =====================================================
-- Functions & Triggers
-- =====================================================
-- Function to update updated_at timestamp
CREATE OR REPLACE FUNCTION update_updated_at_column()
RETURNS TRIGGER AS $$
BEGIN
NEW.updated_at = NOW();
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
-- Triggers for updated_at
CREATE TRIGGER update_customers_updated_at BEFORE UPDATE ON customers
FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_instances_updated_at BEFORE UPDATE ON instances
FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_subscriptions_updated_at BEFORE UPDATE ON subscriptions
FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
-- Function to calculate trial end date
CREATE OR REPLACE FUNCTION set_trial_end_date()
RETURNS TRIGGER AS $$
BEGIN
IF NEW.trial_end_date IS NULL THEN
NEW.trial_end_date = NEW.created_at + INTERVAL '7 days';
END IF;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
-- Trigger for trial end date
CREATE TRIGGER set_customer_trial_end_date BEFORE INSERT ON customers
FOR EACH ROW EXECUTE FUNCTION set_trial_end_date();
-- =====================================================
-- Views
-- =====================================================
-- View: Active trials expiring soon
CREATE OR REPLACE VIEW trials_expiring_soon AS
SELECT
c.id,
c.email,
c.first_name,
c.last_name,
c.created_at,
c.trial_end_date,
EXTRACT(DAY FROM (c.trial_end_date - NOW())) as days_remaining,
i.lxc_id,
i.hostname,
i.fqdn
FROM customers c
JOIN instances i ON c.id = i.customer_id
WHERE c.status = 'trial'
AND i.status = 'active'
AND c.trial_end_date > NOW()
AND c.trial_end_date <= NOW() + INTERVAL '3 days';
-- View: Customer overview with instance info
CREATE OR REPLACE VIEW customer_overview AS
SELECT
c.id,
c.email,
c.first_name,
c.last_name,
c.company,
c.status,
c.created_at,
c.trial_end_date,
i.lxc_id,
i.hostname,
i.fqdn,
i.ip,
i.status as instance_status,
s.plan_name,
s.plan_price,
s.status as subscription_status
FROM customers c
LEFT JOIN instances i ON c.id = i.customer_id AND i.status = 'active'
LEFT JOIN subscriptions s ON c.id = s.customer_id AND s.status = 'active';
-- View: Revenue metrics
CREATE OR REPLACE VIEW revenue_metrics AS
SELECT
DATE_TRUNC('month', paid_at) as month,
COUNT(*) as payment_count,
SUM(amount) as total_revenue,
AVG(amount) as average_payment,
COUNT(DISTINCT customer_id) as unique_customers
FROM payments
WHERE status = 'succeeded'
AND paid_at IS NOT NULL
GROUP BY DATE_TRUNC('month', paid_at)
ORDER BY month DESC;
-- =====================================================
-- Row Level Security (RLS) Policies
-- =====================================================
-- Enable RLS on tables
ALTER TABLE customers ENABLE ROW LEVEL SECURITY;
ALTER TABLE instances ENABLE ROW LEVEL SECURITY;
ALTER TABLE subscriptions ENABLE ROW LEVEL SECURITY;
ALTER TABLE payments ENABLE ROW LEVEL SECURITY;
-- Policy: Customers can only see their own data
CREATE POLICY customers_select_own ON customers
FOR SELECT
USING (auth.uid()::text = id::text);
CREATE POLICY instances_select_own ON instances
FOR SELECT
USING (customer_id::text = auth.uid()::text);
CREATE POLICY subscriptions_select_own ON subscriptions
FOR SELECT
USING (customer_id::text = auth.uid()::text);
CREATE POLICY payments_select_own ON payments
FOR SELECT
USING (customer_id::text = auth.uid()::text);
-- =====================================================
-- Sample Data (for testing)
-- =====================================================
-- Insert sample customer (commented out for production)
-- INSERT INTO customers (email, first_name, last_name, company, status)
-- VALUES ('test@example.com', 'Max', 'Mustermann', 'Test GmbH', 'trial');
-- =====================================================
-- Grants
-- =====================================================
-- Grant permissions to authenticated users
GRANT SELECT, INSERT, UPDATE ON customers TO authenticated;
GRANT SELECT ON instances TO authenticated;
GRANT SELECT ON subscriptions TO authenticated;
GRANT SELECT ON payments TO authenticated;
GRANT SELECT ON usage_stats TO authenticated;
-- Grant all permissions to service role (for n8n workflows)
GRANT ALL ON ALL TABLES IN SCHEMA public TO service_role;
GRANT ALL ON ALL SEQUENCES IN SCHEMA public TO service_role;
-- =====================================================
-- Comments
-- =====================================================
COMMENT ON TABLE customers IS 'Stores customer information and trial status';
COMMENT ON TABLE instances IS 'Stores LXC instance information for each customer';
COMMENT ON TABLE emails_sent IS 'Tracks all emails sent to customers';
COMMENT ON TABLE subscriptions IS 'Stores subscription and payment information';
COMMENT ON TABLE payments IS 'Stores payment transaction history';
COMMENT ON TABLE usage_stats IS 'Tracks usage statistics for each instance';
COMMENT ON TABLE audit_log IS 'Audit trail for important actions';
-- =====================================================
-- End of Schema
-- =====================================================