-
Notifications
You must be signed in to change notification settings - Fork 0
Expand file tree
/
Copy pathsetup.sql
More file actions
301 lines (260 loc) · 13.4 KB
/
Copy pathsetup.sql
File metadata and controls
301 lines (260 loc) · 13.4 KB
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
-- 1. Enable UUID extension (Standard for modern web apps)
CREATE EXTENSION IF NOT EXISTS "uuid-ossp";
-- 2. Define Enum Types (Restricts inputs to specific values)
DO $$ BEGIN
CREATE TYPE user_role AS ENUM ('ADMIN', 'INNOVATOR', 'INVESTOR');
EXCEPTION
WHEN duplicate_object THEN null;
END $$;
DO $$ BEGIN
CREATE TYPE deal_status AS ENUM ('DRAFT', 'PENDING_APPROVAL', 'ACTIVE', 'REJECTED', 'CLOSED');
EXCEPTION
WHEN duplicate_object THEN null;
END $$;
DO $$ BEGIN
CREATE TYPE request_status AS ENUM ('PENDING', 'APPROVED', 'DENIED');
EXCEPTION
WHEN duplicate_object THEN null;
END $$;
DO $$ BEGIN
CREATE TYPE doc_type AS ENUM ('PITCH_DECK', 'FINANCIALS', 'CAP_TABLE', 'OTHER');
EXCEPTION
WHEN duplicate_object THEN null;
END $$;
-- 3. Users Table (Authentication & Authorization)
CREATE TABLE IF NOT EXISTS users (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
email VARCHAR(255) UNIQUE NOT NULL,
password_hash VARCHAR(255) NOT NULL, -- Store BCrypt/Argon2 hash, NEVER plain text
role VARCHAR(255) NOT NULL,
is_verified BOOLEAN DEFAULT FALSE, -- The "Admin Gatekeeper" switch
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
);
-- 4. Innovator Profiles (The Supply Side)
CREATE TABLE IF NOT EXISTS innovator_profiles (
user_id UUID PRIMARY KEY REFERENCES users(id) ON DELETE CASCADE,
company_name VARCHAR(255) NOT NULL,
industry VARCHAR(100) NOT NULL,
funding_stage VARCHAR(50), -- e.g., 'Pre-Seed', 'Series A'
linkedin_url VARCHAR(255),
fee_agreement_signed BOOLEAN DEFAULT FALSE NOT NULL, -- Legal requirement
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
);
-- 5. Investor Profiles (The Demand Side)
CREATE TABLE IF NOT EXISTS investor_profiles (
user_id UUID PRIMARY KEY REFERENCES users(id) ON DELETE CASCADE,
accreditation_doc_url TEXT, -- Link to the S3 file for manual verification
min_ticket_size NUMERIC(12, 2),
max_ticket_size NUMERIC(12, 2),
interested_industries TEXT[], -- Array of strings: ['Fintech', 'Agri']
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
);
-- 6. Deals (The Listings)
CREATE TABLE IF NOT EXISTS deals (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
innovator_id UUID NOT NULL REFERENCES users(id),
title VARCHAR(255) NOT NULL,
teaser_summary TEXT NOT NULL, -- LAYER 1: Publicly visible
target_amount NUMERIC(15, 2) NOT NULL,
industry VARCHAR(100) NOT NULL,
status deal_status DEFAULT 'DRAFT',
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
);
-- 7. Deal Documents (The Private Data Room)
CREATE TABLE IF NOT EXISTS deal_documents (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
deal_id UUID NOT NULL REFERENCES deals(id) ON DELETE CASCADE,
file_url TEXT NOT NULL, -- S3 Link
file_type doc_type NOT NULL,
is_private BOOLEAN DEFAULT TRUE, -- LAYER 2: Defaults to locked
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
);
-- 8. Access Requests (The Matchmaking Engine)
CREATE TABLE IF NOT EXISTS access_requests (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
deal_id UUID NOT NULL REFERENCES deals(id) ON DELETE CASCADE,
investor_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
status request_status DEFAULT 'PENDING',
nda_signed BOOLEAN DEFAULT FALSE,
nda_signed_at TIMESTAMP WITH TIME ZONE,
intro_requested BOOLEAN DEFAULT FALSE, -- The "Soft Commit" button
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
-- Prevent an investor from requesting the same deal twice
UNIQUE(deal_id, investor_id)
);
-- 9. Mandates (The Reverse Pitch)
CREATE TABLE IF NOT EXISTS mandates (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
investor_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
description TEXT NOT NULL,
amount_allocation NUMERIC(12, 2),
target_industry VARCHAR(100),
created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
);
-- 10. Performance Indexes (Makes the app fast)
CREATE INDEX IF NOT EXISTS idx_deals_industry ON deals(industry);
CREATE INDEX IF NOT EXISTS idx_deals_status ON deals(status);
CREATE INDEX IF NOT EXISTS idx_investor_industries ON investor_profiles USING GIN(interested_industries);
CREATE INDEX IF NOT EXISTS idx_access_requests_investor ON access_requests(investor_id);
-- 11. Auto-update 'updated_at' Trigger Function
CREATE OR REPLACE FUNCTION update_modified_column()
RETURNS TRIGGER AS $$
BEGIN
NEW.updated_at = NOW();
RETURN NEW;
END;
$$ language 'plpgsql';
-- Apply triggers to tables that change often
DROP TRIGGER IF EXISTS update_users_modtime ON users;
CREATE TRIGGER update_users_modtime BEFORE UPDATE ON users FOR EACH ROW EXECUTE PROCEDURE update_modified_column();
DROP TRIGGER IF EXISTS update_deals_modtime ON deals;
CREATE TRIGGER update_deals_modtime BEFORE UPDATE ON deals FOR EACH ROW EXECUTE PROCEDURE update_modified_column();
DROP TRIGGER IF EXISTS update_access_modtime ON access_requests;
CREATE TRIGGER update_access_modtime BEFORE UPDATE ON access_requests FOR EACH ROW EXECUTE PROCEDURE update_modified_column();
-- Seed script
-- Start a transaction to ensure all data goes in together or not at all
DO $$
DECLARE
-- Variables to hold the generated IDs so we can link them
v_admin_id UUID;
v_inno_1_id UUID;
v_inno_2_id UUID;
v_invest_1_id UUID;
v_invest_2_id UUID;
v_deal_1_id UUID;
v_deal_2_id UUID;
BEGIN
-- ==========================================
-- 1. CREATE USERS
-- ==========================================
-- Admin User (You)
IF NOT EXISTS (SELECT 1 FROM users WHERE email = 'admin@innovest.com') THEN
INSERT INTO users (email, password_hash, role, is_verified)
VALUES ('admin@innovest.com', '$2a$10$dXJ3SW6G7P50lGmMkkmwe.20cQQubK3.HZWzG3YB1tlRy.fqvM/BG', 'ADMIN', TRUE)
RETURNING id INTO v_admin_id;
ELSE
SELECT id INTO v_admin_id FROM users WHERE email = 'admin@innovest.com';
END IF;
-- Innovator 1 (Verified & Active)
IF NOT EXISTS (SELECT 1 FROM users WHERE email = 'sarah@agritech.com') THEN
INSERT INTO users (email, password_hash, role, is_verified)
VALUES ('sarah@agritech.com', '$2a$10$dXJ3SW6G7P50lGmMkkmwe.20cQQubK3.HZWzG3YB1tlRy.fqvM/BG', 'INNOVATOR', TRUE)
RETURNING id INTO v_inno_1_id;
ELSE
SELECT id INTO v_inno_1_id FROM users WHERE email = 'sarah@agritech.com';
END IF;
-- Innovator 2 (New signup, waiting for approval)
IF NOT EXISTS (SELECT 1 FROM users WHERE email = 'mike@fintech.io') THEN
INSERT INTO users (email, password_hash, role, is_verified)
VALUES ('mike@fintech.io', '$2a$10$dXJ3SW6G7P50lGmMkkmwe.20cQQubK3.HZWzG3YB1tlRy.fqvM/BG', 'INNOVATOR', FALSE)
RETURNING id INTO v_inno_2_id;
ELSE
SELECT id INTO v_inno_2_id FROM users WHERE email = 'mike@fintech.io';
END IF;
-- Investor 1 (Verified, ready to invest)
IF NOT EXISTS (SELECT 1 FROM users WHERE email = 'wayne@capital.com') THEN
INSERT INTO users (email, password_hash, role, is_verified)
VALUES ('wayne@capital.com', '$2a$10$dXJ3SW6G7P50lGmMkkmwe.20cQQubK3.HZWzG3YB1tlRy.fqvM/BG', 'INVESTOR', TRUE)
RETURNING id INTO v_invest_1_id;
ELSE
SELECT id INTO v_invest_1_id FROM users WHERE email = 'wayne@capital.com';
END IF;
-- Investor 2 (New signup, unverified)
IF NOT EXISTS (SELECT 1 FROM users WHERE email = 'newbie@invest.com') THEN
INSERT INTO users (email, password_hash, role, is_verified)
VALUES ('newbie@invest.com', '$2a$10$dXJ3SW6G7P50lGmMkkmwe.20cQQubK3.HZWzG3YB1tlRy.fqvM/BG', 'INVESTOR', FALSE)
RETURNING id INTO v_invest_2_id;
ELSE
SELECT id INTO v_invest_2_id FROM users WHERE email = 'newbie@invest.com';
END IF;
-- ==========================================
-- 2. CREATE PROFILES
-- ==========================================
-- Sarah's AgriTech Profile
IF v_inno_1_id IS NOT NULL AND NOT EXISTS (SELECT 1 FROM innovator_profiles WHERE user_id = v_inno_1_id) THEN
INSERT INTO innovator_profiles (user_id, company_name, industry, funding_stage, linkedin_url, fee_agreement_signed)
VALUES (v_inno_1_id, 'GreenGrow AI', 'AgriTech', 'Pre-Seed', 'https://linkedin.com/in/sarah-agri', TRUE);
END IF;
-- Mike's Fintech Profile
IF v_inno_2_id IS NOT NULL AND NOT EXISTS (SELECT 1 FROM innovator_profiles WHERE user_id = v_inno_2_id) THEN
INSERT INTO innovator_profiles (user_id, company_name, industry, funding_stage, linkedin_url, fee_agreement_signed)
VALUES (v_inno_2_id, 'PayRural', 'Fintech', 'Seed', 'https://linkedin.com/in/mike-fin', TRUE);
END IF;
-- Wayne's Investor Profile
IF v_invest_1_id IS NOT NULL AND NOT EXISTS (SELECT 1 FROM investor_profiles WHERE user_id = v_invest_1_id) THEN
INSERT INTO investor_profiles (user_id, accreditation_doc_url, min_ticket_size, max_ticket_size, interested_industries)
VALUES (v_invest_1_id, 's3://secure-bucket/wayne-tax.pdf', 50000, 500000, ARRAY['AgriTech', 'SaaS']);
END IF;
-- Newbie's Investor Profile (Empty doc url, needs upload)
IF v_invest_2_id IS NOT NULL AND NOT EXISTS (SELECT 1 FROM investor_profiles WHERE user_id = v_invest_2_id) THEN
INSERT INTO investor_profiles (user_id, min_ticket_size, max_ticket_size, interested_industries)
VALUES (v_invest_2_id, 10000, 50000, ARRAY['Tech']);
END IF;
-- ==========================================
-- 3. POST DEALS
-- ==========================================
-- Deal 1: GreenGrow AI (Active and Live)
IF v_inno_1_id IS NOT NULL AND NOT EXISTS (SELECT 1 FROM deals WHERE innovator_id = v_inno_1_id AND title = 'AI-Driven Drone Analytics for Rural Farms') THEN
INSERT INTO deals (innovator_id, title, teaser_summary, target_amount, industry, status)
VALUES (v_inno_1_id,
'AI-Driven Drone Analytics for Rural Farms',
'We use drones to detect crop disease 3 weeks before the human eye. Seeking partners to expand to Midwest.',
250000.00,
'AgriTech',
'ACTIVE')
RETURNING id INTO v_deal_1_id;
ELSE
SELECT id INTO v_deal_1_id FROM deals WHERE innovator_id = v_inno_1_id AND title = 'AI-Driven Drone Analytics for Rural Farms';
END IF;
-- Deal 2: PayRural (Draft/Pending)
IF v_inno_2_id IS NOT NULL AND NOT EXISTS (SELECT 1 FROM deals WHERE innovator_id = v_inno_2_id AND title = 'SMS Banking for the Unbanked') THEN
INSERT INTO deals (innovator_id, title, teaser_summary, target_amount, industry, status)
VALUES (v_inno_2_id,
'SMS Banking for the Unbanked',
'Bringing banking to remote villages via SMS protocols.',
150000.00,
'Fintech',
'PENDING_APPROVAL')
RETURNING id INTO v_deal_2_id;
ELSE
SELECT id INTO v_deal_2_id FROM deals WHERE innovator_id = v_inno_2_id AND title = 'SMS Banking for the Unbanked';
END IF;
-- ==========================================
-- 4. UPLOAD DOCUMENTS (Private Layer)
-- ==========================================
-- Documents for Deal 1 (GreenGrow)
IF v_deal_1_id IS NOT NULL THEN
INSERT INTO deal_documents (deal_id, file_url, file_type, is_private)
SELECT v_deal_1_id, 's3://bucket/greengrow_pitch.pdf', 'PITCH_DECK', TRUE
WHERE NOT EXISTS (SELECT 1 FROM deal_documents WHERE deal_id = v_deal_1_id AND file_type = 'PITCH_DECK');
INSERT INTO deal_documents (deal_id, file_url, file_type, is_private)
SELECT v_deal_1_id, 's3://bucket/greengrow_financials.pdf', 'FINANCIALS', TRUE
WHERE NOT EXISTS (SELECT 1 FROM deal_documents WHERE deal_id = v_deal_1_id AND file_type = 'FINANCIALS');
END IF;
-- ==========================================
-- 5. ACCESS REQUESTS (The Matchmaking)
-- ==========================================
-- Scenario A: Wayne (Investor 1) requests access to GreenGrow, Approved, NDA Signed
IF v_deal_1_id IS NOT NULL AND v_invest_1_id IS NOT NULL THEN
INSERT INTO access_requests (deal_id, investor_id, status, nda_signed, nda_signed_at, intro_requested)
SELECT v_deal_1_id, v_invest_1_id, 'APPROVED', TRUE, NOW(), FALSE
WHERE NOT EXISTS (SELECT 1 FROM access_requests WHERE deal_id = v_deal_1_id AND investor_id = v_invest_1_id);
END IF;
-- Scenario B: Newbie (Investor 2) requests access to GreenGrow, Pending
IF v_deal_1_id IS NOT NULL AND v_invest_2_id IS NOT NULL THEN
INSERT INTO access_requests (deal_id, investor_id, status, nda_signed, intro_requested)
SELECT v_deal_1_id, v_invest_2_id, 'PENDING', FALSE, FALSE
WHERE NOT EXISTS (SELECT 1 FROM access_requests WHERE deal_id = v_deal_1_id AND investor_id = v_invest_2_id);
END IF;
-- ==========================================
-- 6. MANDATES (Reverse Pitch)
-- ==========================================
IF v_invest_1_id IS NOT NULL THEN
INSERT INTO mandates (investor_id, title, description, amount_allocation, target_industry)
SELECT v_invest_1_id, 'Sustainable Farming Mandate', 'Looking for sustainable farming startups with existing revenue.', 100000, 'AgriTech'
WHERE NOT EXISTS (SELECT 1 FROM mandates WHERE investor_id = v_invest_1_id);
END IF;
END $$;