@nextsparkjs/theme-crm 0.1.0-beta.1

package/entities/opportunities/migrations/010_opportunities_table.sql

@@ -0,0 +1,145 @@
+-- ============================================================================
+-- Opportunities Table Migration
+-- CRM theme: Sales opportunities in the pipeline
+-- Updated with team support and RLS
+-- ============================================================================
+
+-- ============================================
+-- ENUM TYPES
+-- ============================================
+DO $$ BEGIN
+  CREATE TYPE opportunity_type AS ENUM ('new_business', 'existing_business', 'renewal');
+EXCEPTION
+  WHEN duplicate_object THEN null;
+END $$;
+
+DO $$ BEGIN
+  CREATE TYPE opportunity_status AS ENUM ('open', 'won', 'lost');
+EXCEPTION
+  WHEN duplicate_object THEN null;
+END $$;
+
+-- ============================================
+-- TABLE
+-- ============================================
+CREATE TABLE IF NOT EXISTS "opportunities" (
+  "id" TEXT PRIMARY KEY DEFAULT gen_random_uuid()::text,
+  
+  -- Opportunity info
+  "name" VARCHAR(255) NOT NULL,
+  "companyId" TEXT REFERENCES "companies"("id") ON DELETE SET NULL,
+  "contactId" TEXT REFERENCES "contacts"("id") ON DELETE SET NULL,
+  
+  -- Pipeline
+  "pipelineId" UUID,  -- Reference to pipelines table
+  "stageId" VARCHAR(100),
+  
+  -- Financials
+  "amount" DECIMAL(15,2) DEFAULT 0,
+  "currency" VARCHAR(3) DEFAULT 'USD',
+  "probability" INTEGER DEFAULT 0 CHECK ("probability" >= 0 AND "probability" <= 100),
+  "expectedRevenue" DECIMAL(15,2) GENERATED ALWAYS AS ("amount" * ("probability"::DECIMAL / 100)) STORED,
+  
+  -- Dates
+  "closeDate" DATE,
+  "wonDate" DATE,
+  "lostDate" DATE,
+  
+  -- Classification
+  "type" opportunity_type DEFAULT 'new_business',
+  "source" VARCHAR(100),
+  "competitor" VARCHAR(255),
+  "status" opportunity_status DEFAULT 'open',
+  "lostReason" TEXT,
+  
+  -- Assignment
+  "assignedTo" TEXT REFERENCES "users"("id") ON DELETE SET NULL,
+  
+  -- Ownership
+  "userId" TEXT NOT NULL REFERENCES "users"("id") ON DELETE CASCADE,
+  "teamId" TEXT NOT NULL REFERENCES "teams"("id") ON DELETE CASCADE,
+  
+  -- Timestamps
+  "createdAt" TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+  "updatedAt" TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+-- ============================================
+-- INDEXES
+-- ============================================
+CREATE INDEX IF NOT EXISTS "opportunities_teamId_idx" ON "opportunities" ("teamId");
+CREATE INDEX IF NOT EXISTS "opportunities_userId_idx" ON "opportunities" ("userId");
+CREATE INDEX IF NOT EXISTS "opportunities_companyId_idx" ON "opportunities" ("companyId");
+CREATE INDEX IF NOT EXISTS "opportunities_contactId_idx" ON "opportunities" ("contactId");
+CREATE INDEX IF NOT EXISTS "opportunities_pipelineId_idx" ON "opportunities" ("pipelineId");
+CREATE INDEX IF NOT EXISTS "opportunities_status_idx" ON "opportunities" ("status");
+CREATE INDEX IF NOT EXISTS "opportunities_closeDate_idx" ON "opportunities" ("closeDate");
+CREATE INDEX IF NOT EXISTS "opportunities_assignedTo_idx" ON "opportunities" ("assignedTo");
+CREATE INDEX IF NOT EXISTS "opportunities_amount_idx" ON "opportunities" ("amount" DESC);
+CREATE INDEX IF NOT EXISTS "opportunities_createdAt_idx" ON "opportunities" ("createdAt" DESC);
+
+-- ============================================
+-- RLS
+-- ============================================
+ALTER TABLE "opportunities" ENABLE ROW LEVEL SECURITY;
+
+-- Drop existing policies
+DROP POLICY IF EXISTS "opportunities_select_policy" ON "opportunities";
+DROP POLICY IF EXISTS "opportunities_insert_policy" ON "opportunities";
+DROP POLICY IF EXISTS "opportunities_update_policy" ON "opportunities";
+DROP POLICY IF EXISTS "opportunities_delete_policy" ON "opportunities";
+
+-- Policy: Team members can view opportunities
+CREATE POLICY "opportunities_select_policy" ON "opportunities"
+  FOR SELECT
+  USING (
+    "teamId" = ANY(public.get_user_team_ids())
+    OR public.is_superadmin()
+  );
+
+-- Policy: Team members can create opportunities
+CREATE POLICY "opportunities_insert_policy" ON "opportunities"
+  FOR INSERT
+  WITH CHECK (
+    "teamId" = ANY(public.get_user_team_ids())
+  );
+
+-- Policy: Team members can update opportunities
+CREATE POLICY "opportunities_update_policy" ON "opportunities"
+  FOR UPDATE
+  USING (
+    "teamId" = ANY(public.get_user_team_ids())
+    OR public.is_superadmin()
+  );
+
+-- Policy: Team members can delete opportunities
+CREATE POLICY "opportunities_delete_policy" ON "opportunities"
+  FOR DELETE
+  USING (
+    "teamId" = ANY(public.get_user_team_ids())
+    OR public.is_superadmin()
+  );
+
+-- ============================================
+-- TRIGGER updatedAt
+-- ============================================
+CREATE OR REPLACE FUNCTION update_opportunities_updated_at()
+RETURNS TRIGGER AS $$
+BEGIN
+  NEW."updatedAt" = NOW();
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS opportunities_updated_at_trigger ON "opportunities";
+CREATE TRIGGER opportunities_updated_at_trigger
+  BEFORE UPDATE ON "opportunities"
+  FOR EACH ROW
+  EXECUTE FUNCTION update_opportunities_updated_at();
+
+-- ============================================
+-- COMMENTS
+-- ============================================
+COMMENT ON TABLE "opportunities" IS 'Sales opportunities in the pipeline';
+COMMENT ON COLUMN "opportunities"."expectedRevenue" IS 'Calculated as amount * (probability / 100)';
+COMMENT ON COLUMN "opportunities"."stageId" IS 'Current stage ID from pipeline stages JSONB';

package/entities/opportunities/migrations/011_opportunities_metas.sql

@@ -0,0 +1,114 @@
+-- Migration: 002_opportunities_metas.sql
+-- Description: Contacts metas (table, indexes, RLS)
+-- Date: 2025-09-27
+
+-- ============================================
+-- TABLE
+-- ============================================
+-- No DROP needed - removed automatically by parent table CASCADE
+CREATE TABLE IF NOT EXISTS public."opportunities_metas" (
+  id             TEXT PRIMARY KEY DEFAULT gen_random_uuid()::text,
+  "entityId"     TEXT NOT NULL REFERENCES public."opportunities"(id) ON DELETE CASCADE,
+  "metaKey"      TEXT NOT NULL,
+  "metaValue"    JSONB NOT NULL DEFAULT '{}'::jsonb,
+  "dataType"     TEXT DEFAULT 'json',
+  "isPublic"     BOOLEAN NOT NULL DEFAULT false,
+  "isSearchable" BOOLEAN NOT NULL DEFAULT false,
+  "createdAt"    TIMESTAMPTZ NOT NULL DEFAULT now(),
+  "updatedAt"    TIMESTAMPTZ NOT NULL DEFAULT now(),
+  CONSTRAINT opportunities_metas_unique_key UNIQUE ("entityId", "metaKey")
+);
+
+COMMENT ON TABLE  public."opportunities_metas"                   IS 'Contacts metadata table - stores additional key-value pairs for opportunities';
+COMMENT ON COLUMN public."opportunities_metas"."entityId"        IS 'Generic foreign key to parent opportunitie entity';
+COMMENT ON COLUMN public."opportunities_metas"."metaKey"         IS 'Metadata key name';
+COMMENT ON COLUMN public."opportunities_metas"."metaValue"       IS 'Metadata value as JSONB';
+COMMENT ON COLUMN public."opportunities_metas"."dataType"        IS 'Type hint for the value: json, string, number, boolean';
+COMMENT ON COLUMN public."opportunities_metas"."isPublic"        IS 'Whether this metadata is publicly readable';
+COMMENT ON COLUMN public."opportunities_metas"."isSearchable"    IS 'Whether this metadata is searchable';
+
+-- ============================================
+-- TRIGGER updatedAt (uses Better Auth function)
+-- ============================================
+DROP TRIGGER IF EXISTS opportunities_metas_set_updated_at ON public."opportunities_metas";
+CREATE TRIGGER opportunities_metas_set_updated_at
+BEFORE UPDATE ON public."opportunities_metas"
+FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();
+
+-- ============================================
+-- INDEXES
+-- ============================================
+CREATE INDEX IF NOT EXISTS idx_opportunities_metas_entity_id         ON public."opportunities_metas"("entityId");
+CREATE INDEX IF NOT EXISTS idx_opportunities_metas_key               ON public."opportunities_metas"("metaKey");
+CREATE INDEX IF NOT EXISTS idx_opportunities_metas_composite         ON public."opportunities_metas"("entityId", "metaKey", "isPublic");
+CREATE INDEX IF NOT EXISTS idx_opportunities_metas_is_public         ON public."opportunities_metas"("isPublic") WHERE "isPublic" = true;
+CREATE INDEX IF NOT EXISTS idx_opportunities_metas_is_searchable     ON public."opportunities_metas"("isSearchable") WHERE "isSearchable" = true;
+CREATE INDEX IF NOT EXISTS idx_opportunities_metas_searchable_key    ON public."opportunities_metas"("metaKey") WHERE "isSearchable" = true;
+CREATE INDEX IF NOT EXISTS idx_opportunities_metas_value_gin         ON public."opportunities_metas" USING GIN ("metaValue");
+CREATE INDEX IF NOT EXISTS idx_opportunities_metas_value_ops         ON public."opportunities_metas" USING GIN ("metaValue" jsonb_path_ops);
+
+-- ============================================
+-- RLS
+-- ============================================
+ALTER TABLE public."opportunities_metas" ENABLE ROW LEVEL SECURITY;
+
+-- Cleanup existing policies
+DROP POLICY IF EXISTS "Users can view opportunitie metas"     ON public."opportunities_metas";
+DROP POLICY IF EXISTS "Users can create opportunitie metas"   ON public."opportunities_metas";
+DROP POLICY IF EXISTS "Users can update opportunitie metas"   ON public."opportunities_metas";
+DROP POLICY IF EXISTS "Users can delete opportunitie metas"   ON public."opportunities_metas";
+
+-- ============================
+-- AUTHENTICATED USER POLICIES
+-- ============================
+-- Inherit permissions from parent entity
+CREATE POLICY "Users can view opportunitie metas"
+ON public."opportunities_metas"
+FOR SELECT TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."opportunities" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);
+
+CREATE POLICY "Users can create opportunitie metas"
+ON public."opportunities_metas"
+FOR INSERT TO authenticated
+WITH CHECK (
+  EXISTS (
+    SELECT 1 FROM public."opportunities" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);
+
+CREATE POLICY "Users can update opportunitie metas"
+ON public."opportunities_metas"
+FOR UPDATE TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."opportunities" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+)
+WITH CHECK (
+  EXISTS (
+    SELECT 1 FROM public."opportunities" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);
+
+CREATE POLICY "Users can delete opportunitie metas"
+ON public."opportunities_metas"
+FOR DELETE TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."opportunities" c
+    WHERE c.id = "entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);

package/entities/opportunities/migrations/012_opportunities_sample_data.sql

@@ -0,0 +1,438 @@
+-- ============================================================================
+-- Sample data for opportunities table - CRM Theme
+-- Aligned with schema in 001_opportunities_table.sql
+-- Uses users from 999_theme_sample_data.sql
+-- References companies, contacts, and pipelines from their sample data
+-- NOTE: expectedRevenue is a GENERATED column - DO NOT insert it!
+-- ============================================================================
+
+-- Clean existing opportunities data
+DELETE FROM "opportunities" WHERE "teamId" = 'team-crm-company';
+
+INSERT INTO "opportunities" (
+  id,
+  name,
+  "companyId",
+  "contactId",
+  "pipelineId",
+  "stageId",
+  amount,
+  currency,
+  probability,
+  "closeDate",
+  "wonDate",
+  "lostDate",
+  type,
+  source,
+  competitor,
+  status,
+  "lostReason",
+  "assignedTo",
+  "userId",
+  "teamId",
+  "createdAt",
+  "updatedAt"
+) VALUES
+-- TechnoSoft Solutions Opportunities (company-crm-001)
+(
+  'opp-crm-001',
+  'TechnoSoft CRM Enterprise Implementation',
+  'company-crm-001',
+  'contact-crm-001',
+  'cf7f1f00-0002-4000-8000-000000000002',
+  'stage_011',
+  125000.00,
+  'USD',
+  80,
+  DATE(NOW() + INTERVAL '45 days'),
+  NULL,
+  NULL,
+  'new_business',
+  'referral',
+  'Salesforce',
+  'open',
+  NULL,
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '35 days',
+  NOW() - INTERVAL '2 days'
+),
+(
+  'opp-crm-002',
+  'TechnoSoft Analytics Module Upgrade',
+  'company-crm-001',
+  'contact-crm-003',
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'stage_003',
+  15000.00,
+  'USD',
+  50,
+  DATE(NOW() + INTERVAL '30 days'),
+  NULL,
+  NULL,
+  'existing_business',
+  'existing_customer',
+  NULL,
+  'open',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '20 days',
+  NOW() - INTERVAL '3 days'
+),
+
+-- Global Manufacturing Corp Opportunities (company-crm-002)
+(
+  'opp-crm-003',
+  'Global Manufacturing Digital Transformation',
+  'company-crm-002',
+  'contact-crm-004',
+  'cf7f1f00-0002-4000-8000-000000000002',
+  'stage_009',
+  250000.00,
+  'USD',
+  30,
+  DATE(NOW() + INTERVAL '90 days'),
+  NULL,
+  NULL,
+  'new_business',
+  'trade_show',
+  'HubSpot',
+  'open',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '60 days',
+  NOW() - INTERVAL '5 days'
+),
+(
+  'opp-crm-004',
+  'Manufacturing Training & Support Package',
+  'company-crm-002',
+  'contact-crm-005',
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'stage_004',
+  35000.00,
+  'USD',
+  75,
+  DATE(NOW() + INTERVAL '20 days'),
+  NULL,
+  NULL,
+  'existing_business',
+  'existing_customer',
+  NULL,
+  'open',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '25 days',
+  NOW() - INTERVAL '1 day'
+),
+
+-- Healthcare Innovations Opportunities (company-crm-003)
+(
+  'opp-crm-005',
+  'Healthcare CRM Pro Implementation',
+  'company-crm-003',
+  'contact-crm-006',
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'stage_002',
+  45000.00,
+  'USD',
+  25,
+  DATE(NOW() + INTERVAL '60 days'),
+  NULL,
+  NULL,
+  'new_business',
+  'linkedin',
+  'Zoho',
+  'open',
+  NULL,
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '15 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'opp-crm-006',
+  'Healthcare Compliance & Security Audit',
+  'company-crm-003',
+  'contact-crm-007',
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'stage_001',
+  12000.00,
+  'USD',
+  10,
+  DATE(NOW() + INTERVAL '75 days'),
+  NULL,
+  NULL,
+  'new_business',
+  'referral',
+  NULL,
+  'open',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '10 days',
+  NOW() - INTERVAL '2 days'
+),
+
+-- FinanceFirst Bank Opportunities (company-crm-004)
+(
+  'opp-crm-007',
+  'FinanceFirst Enterprise CRM Platform',
+  'company-crm-004',
+  'contact-crm-008',
+  'cf7f1f00-0002-4000-8000-000000000002',
+  'stage_010',
+  180000.00,
+  'USD',
+  60,
+  DATE(NOW() + INTERVAL '120 days'),
+  NULL,
+  NULL,
+  'existing_business',
+  'existing_customer',
+  'Microsoft Dynamics',
+  'open',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '90 days',
+  NOW() - INTERVAL '10 days'
+),
+
+-- EduTech Academy Opportunities (company-crm-005)
+(
+  'opp-crm-008',
+  'EduTech CRM Pro License & Training',
+  'company-crm-005',
+  'contact-crm-010',
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'stage_003',
+  28000.00,
+  'USD',
+  50,
+  DATE(NOW() + INTERVAL '35 days'),
+  NULL,
+  NULL,
+  'new_business',
+  'webinar',
+  NULL,
+  'open',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '12 days',
+  NOW() - INTERVAL '1 day'
+),
+
+-- RetailMax Chain Opportunities (company-crm-006)
+(
+  'opp-crm-009',
+  'RetailMax Multi-Store CRM Solution',
+  'company-crm-006',
+  'contact-crm-012',
+  'cf7f1f00-0002-4000-8000-000000000002',
+  'stage_008',
+  95000.00,
+  'USD',
+  15,
+  DATE(NOW() + INTERVAL '150 days'),
+  NULL,
+  NULL,
+  'new_business',
+  'partner_referral',
+  'Pipedrive',
+  'open',
+  NULL,
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '45 days',
+  NOW() - INTERVAL '7 days'
+),
+
+-- StartupTech Inc Opportunities (company-crm-007)
+(
+  'opp-crm-010',
+  'StartupTech Growth Package',
+  'company-crm-007',
+  'contact-crm-014',
+  'cf7f1f00-0003-4000-8000-000000000003',
+  'stage_017',
+  8500.00,
+  'USD',
+  60,
+  DATE(NOW() + INTERVAL '25 days'),
+  NULL,
+  NULL,
+  'new_business',
+  'inbound_marketing',
+  NULL,
+  'open',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '8 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'opp-crm-011',
+  'StartupTech Implementation Services',
+  'company-crm-007',
+  'contact-crm-015',
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'stage_002',
+  15000.00,
+  'USD',
+  25,
+  DATE(NOW() + INTERVAL '40 days'),
+  NULL,
+  NULL,
+  'new_business',
+  'referral',
+  NULL,
+  'open',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '5 days',
+  NOW() - INTERVAL '1 day'
+),
+
+-- Local Consulting Group Opportunities (company-crm-008)
+(
+  'opp-crm-012',
+  'Local Consulting CRM Setup',
+  'company-crm-008',
+  'contact-crm-016',
+  'cf7f1f00-0003-4000-8000-000000000003',
+  'stage_015',
+  6500.00,
+  'USD',
+  15,
+  DATE(NOW() + INTERVAL '50 days'),
+  NULL,
+  NULL,
+  'new_business',
+  'cold_outreach',
+  NULL,
+  'open',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '20 days',
+  NOW() - INTERVAL '5 days'
+),
+
+-- Closed Won Opportunities (Historical Data)
+(
+  'opp-crm-013',
+  'TechnoSoft Initial CRM License',
+  'company-crm-001',
+  'contact-crm-001',
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'stage_005',
+  18000.00,
+  'USD',
+  100,
+  DATE(NOW() - INTERVAL '30 days'),
+  DATE(NOW() - INTERVAL '30 days'),
+  NULL,
+  'new_business',
+  'referral',
+  NULL,
+  'won',
+  NULL,
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '75 days',
+  NOW() - INTERVAL '30 days'
+),
+(
+  'opp-crm-014',
+  'Global Manufacturing Server Package',
+  'company-crm-002',
+  'contact-crm-004',
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'stage_005',
+  42000.00,
+  'USD',
+  100,
+  DATE(NOW() - INTERVAL '15 days'),
+  DATE(NOW() - INTERVAL '15 days'),
+  NULL,
+  'new_business',
+  'existing_customer',
+  NULL,
+  'won',
+  NULL,
+  'usr-crm-sales-rep',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '60 days',
+  NOW() - INTERVAL '15 days'
+),
+
+-- Closed Lost Opportunities (Learning Data)
+(
+  'opp-crm-015',
+  'Healthcare Budget Constraints Deal',
+  'company-crm-003',
+  'contact-crm-006',
+  'cf7f1f00-0001-4000-8000-000000000001',
+  'stage_006',
+  65000.00,
+  'USD',
+  0,
+  DATE(NOW() - INTERVAL '10 days'),
+  NULL,
+  DATE(NOW() - INTERVAL '10 days'),
+  'new_business',
+  'trade_show',
+  'Salesforce',
+  'lost',
+  'Budget constraints due to Q4 freezing',
+  'usr-crm-sales-mgr',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '90 days',
+  NOW() - INTERVAL '10 days'
+),
+(
+  'opp-crm-016',
+  'StartupTech Timing Issues',
+  'company-crm-007',
+  'contact-crm-014',
+  'cf7f1f00-0003-4000-8000-000000000003',
+  'stage_019',
+  12000.00,
+  'USD',
+  0,
+  DATE(NOW() - INTERVAL '5 days'),
+  NULL,
+  DATE(NOW() - INTERVAL '5 days'),
+  'new_business',
+  'website',
+  NULL,
+  'lost',
+  'Not the right timing - revisit in 6 months',
+  'usr-crm-sales-rep',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '45 days',
+  NOW() - INTERVAL '5 days'
+);