Database design for CRM User table for a specific scenario - sql

I'm designing a database for our CRM system and need some help with the CRM User table.
Types of users:
Admin
Sales Reps from Branch 2
Sales Reps from Branch 3
Client login
Now for this scenario would it make sense to have all users in a single table and have a table attribute called "type" to identify the type of user? OR should I have a seperate table for each type of user? Also, there will be some information sharing between the Sales reps.

Typically, I usually go with one User table with a Type associated with it. If you have additional Sales Rep attributes you want to store, create a SalesRep table with a foreign key back to the User table. Then, create a view that joins User and SalesRep, so it looks, logically, like there's just a usvSalesRep table that has all of the attributes you need for Sales Reps.
But, this depends a lot on data volume and transaction load, so additional information you can supply there is useful.

It depends on the number of users that you expect.
But usually a single table is enought.
If you'll have billions of users maybe you can do horizontal partitioning and make multiple tables.

Single table should be fine. And I disagree that the number users really have much impact on its design in this case.
Whenever possible, you should design your tables to mimick real life. Admin, Sales Rep, etc are just descriptions/attributes of who they are. Ultimately, they are all "People"... or User. So having one "User" table with "Admin", "SalesRep" as attibutes makes sense to me. Use the "Type" approach only if the user can only be one "Type". Use separate columns if they can be multiple user types. Ie. one can be a SalesRepBranch2 and SalesRepBranch3 at the same time. Might consider normalizing this even further.

Related

Correct relations to Loans table?

Hello stackers!
Ive made a library databse, i was wondering.. i am making one-to-one relation between Copies and Loans. and one-to-many relation from Users to Loans.
Since a copy of a book only should be allowed to be assigned one loan at a time, and a loan should only be able to containt one copy of a book. if they rent other books, its multiple loans.
and a user should be able to make multiple loans, but a loan can only be assigned one specific user.
is my current relations between these three tables correct?
if not, i would love to know how to fix it, and the reason to my failed logic on the issue.
thank you in advance!
Following on from the earlier answer. If you add a User_Roles table it could/(will) prevent you from falling into the membership trap. If you assume a user with the Admin role can perform every function a user with only Basic role, then every function which requires role-checking has to have a list of acceptable roles (Admin + Basic). Many times it is more efficient to just directly assign all the different roles, i.e. Basic AND Admin, to individual users. Then when a feature requires Basic role-authorization all users can treated the same way. It's simpler in the long run.
The Loans table has a number of issues. First, there's no primary key, to be consistent with the rest of your design, it could be a LoanID. CopyID should a foreign key to the Copies table (maybe that's what is currently drawn).
One 'advanced' or modern approach to your data model could be to use a temporal table to model the Copies. Since a single copy may only be lent out 1 time, properties of the loan could be add to the Copies table. Then anytime a change is made the System Version'ed Copies table the Copies_history table would automatically keep a full accounting of all prior loan activity.
The model looks good to me. You may need to apply some in the logic to enforce a user to have only one loan with same copy of a book.
A user will be able loan a copy over and over again ? then the relationship to loan to copy 1:M

SQL - MS Access Form design - add data of ISA relationships

I'm taking a DBMS course and I need to design and build my own DB. I have a database for a hospital where doctors,nurses,support staff etc are in a ISA relationship to an Employee entity with the rest of the data like the name, address , salary and the rest of the employee data.
Designing a form, I want to be able to add an employee with all of their data in one form.
Is there a way to do a "conditional table" of sorts where if i select "doctor" from a drop-down i get to add to the doctor table too, and same for the rest of the entities under the ISA relationship?
Thx!
As a general rule, when dealing with data, you do NOT flip or switch tables for a given form or relatonal database design.
So, for example. If I have a table of customers. Well, now if I want to mark some of the customers as plumbers, and others as doctors? I don't create two tables.
All I would do is add ONE column to that customers table and it would simply allow me to set the type of customer. The reason for this design is "many" but some significant reasons are:
For each new type of customer, you would not create a new table. Worse, all of the forms, the reports, the SQL, the code you write? Well, all of that code would have to be modified EACH time you create a new table. So, you SIMPLY cannot adopt a design in which the concept of changing a table is part of that process.
Forms are bound to ONE table. For related data, you in most cases will use a sub form.
So, think of even a accounting system. They can have huge numbers of customers, and as a result, you can "query" that table to give you all customers. Or you might ask how many accounting firms are in the customer list. Or make a report that summeries by customer type a "count" of each type of customer.
So, buidling forms, or reports? They cannot on the fly "change" the tables they are using.
So, in place of a tables called:
SalesJan
SalesFeb
SalesMar
etc.
Well, now you can't query sales from Jan to mar, because the data is in different tables.
So, what you do is have ONE table called "sales", and you add ONE column of the date. Now, at the start of each new month, you don't have to create a new table.
Now, of course in some cases it makes sense to create a separate table. For example, a table of customers, and a table of employees in a database is just fine. It makes sense in this case to use two tables, since the information about a customer and what they can do and the kind of information is VERY different then how you would deal with employees.
So, with above? Well, if I need to print mailing labels for all customers and all employees? That would require two different reports. And very likely the table structure for the two tables is different.
Bottom line:
If you working on design or form or report? And you needing to try and change the table that the form/report/code etc is going to operate on? This is a sign that your design approach has gone complete off the rails and is the wrong design.
So, in the case of doctors, nurses etc.? Well, they are all hospital staff, and MOST of the basic information about such employees will be common, much the same, and thus a SINGLE table of "employees" makes the most sense. You would only need a nice "employee type" combo box on that one form, and thus you can add/enter/edit/search any employee in that one table.
The fact that you "want to search" for a employee show that all these people "are" employees and thus belong in one table. And the basic information about all employees is going to be the same anyway. If you find you are attempting to create a new table but with near identical structures over and over, then just like a new table for each month sales, or a new table for each new kind of employee? Simply add the "one" column that allows you to make that distinguish, and not a whole new table.
Now one COULD even attempt to put patients in the same table, but then again, dealing with patents as opposed employees is a considerable different kind of "thing".
So employees are employees - even different kinds. (manager, cleaning staff etc.).
And patients are patients - even different kinds (long term care, emergency etc.).

Adding new fields vs creating separate table

I am working on a project where there are several types of users (students and teachers). Currently to store the user's information, two tables are used. The users table stores the information that all users have in common. The teachers table stores information that only teachers have with a foreign key relating it to the users table.
users table
id
name
email
34 other fields
teachers table
id
user_id
subject
17 other fields
In the rest of the database, there are no references to teachers.id. All other tables who need to relate to a user use users.id. Since a user will only have one corresponding entry in the teachers table, should I just move the fields from the teachers table into the users table and leave them blank for users who aren't teachers?
e.g.
users
id
name
email
subject
51 other fields
Is this too many fields for one table? Will this impede performance?
I think this design is fine, assuming that most of the time you only need the user data, and that you know when you need to show the teacher-specific fields.
In addition, you get only teachers just by doing a JOIN, which might come in handy.
Tomorrow you might have another kind of user who is not a teacher, and you'll be glad of the separation.
Edited to add: yes, this is an inheritance pattern, but since he didn't say what language he was using I didn't want to muddy the waters...
In the rest of the database, there are no references to teachers.id. All other tables who need to relate to a user
use users.id.
I would expect relating to the teacher_id for classes/sections...
Since a user will only have one corresponding entry in the teachers table, should I just move the fields from the teachers table into the users table and leave them blank for users who aren't teachers?
Are you modelling a system for a high school, or post-secondary? Reason I ask is because in post-secondary, a user can be both a teacher and a student... in numerous subjects.
I would think it fine provided neither you or anyone else succumbs to the temptation to reuse 'empty' columns for other purposes.
By this I mean, there will in your new table be columns that are only populated for teachers. Someone may decide that there is another value they need to store for non-teachers, and use one of the teacher's columns to hold it, because after all it'll never be needed for this non-teacher, and that way we don't need to change the table, and pretty soon your code fills up with things testing row types to find what each column holds.
I've seen this done on several systems (for instance, when loaning a library book, if the loan is a long loan the due date holds the date the book is expected back. but if it's a short loan the due date holds the time it's expected back, and woe betide anyone who doesn't somehow know that).
It's not too many fields for one table (although without any details it does seem kind of suspicious). And worrying about performance at this stage is premature.
You're probably dealing with very few rows and a very small amount of data. You concerns should be 1) getting the job done 2) designing it correctly 3) performance, in that order.
It's really not that big of a deal (at this stage/scale).
I would not stuff all fields in one table. Student to teacher ratio is high, so for 100 teachers there may be 10000 students with NULLs in those 17 fields.
Usually, a model would look close to this:
I your case, there are no specific fields for students, so you can omit the Student table, so the model would look like this
Note that for inheritance modeling, the Teacher table has UserID, same as the User table; contrast that to your example which has an Id for the Teacher table and then a separate user_id.
it won't really hurt the performance, but the other programmers might hurt you if you won't redisign it :) (55 fielded tables ??)

What to do if 2 (or more) relationship tables would have the same name?

So I know the convention for naming M-M relationship tables in SQL is to have something like so:
For tables User and Data the relationship table would be called
UserData
User_Data
or something similar (from here)
What happens then if you need to have multiple relationships between User and Data, representing each in its own table? I have a site I'm working on where I have two primary items and multiple independent M-M relationships between them. I know I could just use a single relationship table and have a field which determines the relationship type, but I'm not sure whether this is a good solution. Assuming I don't go that route, what naming convention should I follow to work around my original problem?
To make it more clear, say my site is an auction site (it isn't but the principle is similar). I have registered users and I have items, a user does not have to be registered to post an item but they do need to be to do anything else. I have table User which has info on registered users and Items which has info on posted items. Now a user can bid on an item, but they can also report a item (spam, etc.), both of these are M-M relationships. All that happens when either event occurs is that an email is generated, in my scenario I have no reason to keep track of the actual "report" or "bid" other than to know who bid/reported on what.
I think you should name tables after their function. Lets say we have Cars and People tables. Car has owners and car has assigned drivers. Driver can have more than one car. One of the tables you could call CarsDrivers, second CarsOwners.
EDIT
In your situation I think you should have two tables: AuctionsBids and AuctionsReports. I believe that report requires additional dictinary (spam, illegal item,...) and bid requires other parameters like price, bid date. So having two tables is justified. You will propably be more often accessing bids than reports. Sending email will be slightly more complicated then when this data is stored in one table, but it is not really a big problem.
I don't really see this as a true M-M mapping table. Those usually are JUST a mapping. From your example most of these will have additional information as well. For example, a table of bids, which would have a User and an Item, will probably have info on what the bid was, when it was placed, etc. I would call this table... wait for it... Bids.
For reporting items you might want what was offensive about it, when it was placed, etc. Call this table OffenseReports or something.
You can name tables whatever you want. I would just name them something that makes sense. I think the convention of naming them Table1Table2 is just because sometimes the relationships don't make alot of sense to an outside observer.
There's no official or unofficial convention on relations or tables names. You can name them as you want, the way you like.
If you have multiple user_data relationships with the same keys that makes absolutely no sense. If you have different keys, name the relation in a descriptive way like: stores_products_manufacturers or stores_products_paymentMethods
I think you're only confused because the join tables are currently simple. Once you add more information, I think it will be obvious that you should append a functional suffix. For example:
Table User
UserID
EmailAddress
Table Item
ItemID
ItemDescription
Table UserItem_SpamReport
UserID
ItemID
ReportDate
Table UserItem_Post
UserID -- can be (NULL, -1, '', ...)
ItemID
PostDate
Table UserItem_Bid
UserId
ItemId
BidDate
BidAmount
Then the relation will have a Role. For instance a stock has 2 companies associated: an issuer and a buyer. The relationship is defined by the role the parent and child play to each other.
You could either put each role in a separate table that you name with the role (IE Stock_Issuer, Stock_Buyer etc, both have a relationship one - many to company - stock)
The stock example is pretty fixed, so two tables would be fine. When there are multiple types of relations possible and you can't foresee them now, normalizing it into a relationtype column would seem the better option.
This also depends on the quality of the developers having to work with your model. The column approach is a bit more abstract... but if they don't get it maybe they'd better stay away from databases altogether..
Both will work fine I guess.
Good luck, GJ
GJ

SQL/MySQL structure (Denormalize or keep relational)

I have a question about best practices related to de-normalization or table hierarchy relationships.
For a simple example, let's say I have an app that allows a user to make a payment for an order. I save the order information in the orders table, and I have another table for the payment called payments. Payments has a foreign key to the orders table.
Let's assume that I can pay with a credit card, check, or paypal, and I want to save the information about the payment.
My question is what is the best way to handle this relationship between the different payment data and the payment table. The types of payment all have different data associated with them. So do I denormalize the payments table, putting credit card, check, and paypal information fields in there and then just use the fields as necessary. Alternately I could specify a payment type, and store the information in their own tables, but then I would have to use logic on an application level to get the data out of the correct credit card, check or paypal information tables...
I would choose to keep the database normalized.
but then I would have to use logic on an application level to get the data out of the correct credit card, check or paypal information tables...
You have to use logic (or at least mapping) in either case. Whether its what table to pull the data from or what fields in the table to access.
What about keeping it denormalized and then making a view to put the data back together again. You get the best of both worlds. IIRC, MySQL introduced views in version 5.
So do I denormalize the payments
table, putting credit card, check, and
paypal information fields in there and
then just use the fields as necessary.
yes. but this is not "denormalizing". if you stored order information in the client table, that would be denormalizing. adding nullable columns to accurately describe a payment in the payments table is not.
You can use the idea of table per subclass as the ORM tools do. This would require a join for each query against the payment table but...
Create tables for each payment type so you will have a creditcardpayment and a checkpayment table. The common fields go in the payment table, the specific fields go in the sub tables. The sub tables primary keys are foreign keys to the payment table's id.
To add a new payment you have to first insert the common fields into the payment table, get the id generated, then insert the specific fields into the specific sub table.
To query you have to join the subtables with the payment table. You could use a view to make that easier.
This way the database is still normalized and you have no null columns.
It partially depends on the framework (if any) that you are using. For instance: the Ruby on Rails way would generally be to store the type of the payment in the payments table and then have different, separate tables for each payment type (PayPal, Credit Card, etc).
Alternatively, if you notice that you are repeating the same data in many of the tables, Rails has a way to store all of the data in the same table, using only the fields you need, but still allowing you to have separate objects. For instance, you would have an AbstractPayment object with an abstract_payments table, but you would also have PayPalPayment and CreditCardPayment objects that both inherit from AbstractPayment and use the abstract_payments table. All you need to determine the payment type is a column in abstract_payments that tells you which type it is (probably a string, but could be an integer if you so choose). This is called STI.
No matter what framework/language you use, the same ideas can definitely apply and I think the right solution will depend on how many different types of payments you have, compared with how simple you want your database to be.
Keep it as normalized as possible. Only de-normalize when the performance of a fully normalized schema requires denormalization to improve response time, and do that only on a case by case basis to deal with specific performance issues associated with individual querys within your application.
These are complex problems. Database Normalization requires intimate domain knowledge, and a skilled analysis of how that domain model will be manipulated and utilized within your application. Denormalizing for performance requires that you understand your application's usage patterns well enough to predict performance issues before they occur (waiting till they actually occur in production is too late - by then making fundemental schema changes in the database is very expensive) and know what denormalization techniques to use to address them.
You need to weight the following factors:
How much space will you waste if you put all data into a single table
How complex the SQL queries will become in either case.
If you use different tables, you'll have to use joins. If you put everything into a single table, you'll need to find some magic to "ignore" the rows which don't matter (say when you want to find all credit card payments: Your query must then ignore everything that's something else).
The latter part gets more easy when you move the special data into special tables at the cost of more complex joins.