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pn-new-crm/src/lib/db/schema/documents.ts

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import {
pgTable,
text,
boolean,
integer,
timestamp,
jsonb,
index,
uniqueIndex,
} from 'drizzle-orm/pg-core';
import { sql } from 'drizzle-orm';
import { ports } from './ports';
import { clients } from './clients';
export const files = pgTable(
'files',
{
id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
clientId: text('client_id').references(() => clients.id),
filename: text('filename').notNull(),
originalName: text('original_name').notNull(),
mimeType: text('mime_type'),
sizeBytes: text('size_bytes'), // stored as text to avoid bigint issues; parse as number in app
storagePath: text('storage_path').notNull(),
storageBucket: text('storage_bucket').notNull().default('crm-files'),
category: text('category'), // eoi, contract, image, receipt, correspondence, misc
uploadedBy: text('uploaded_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_files_port').on(table.portId),
index('idx_files_client').on(table.clientId),
],
);
export const documents = pgTable(
'documents',
{
id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
interestId: text('interest_id'), // references interests.id
clientId: text('client_id').references(() => clients.id),
documentType: text('document_type').notNull(), // eoi, contract, nda, reservation_agreement, other
title: text('title').notNull(),
status: text('status').notNull().default('draft'), // draft, sent, partially_signed, completed, expired, cancelled
documensoId: text('documenso_id'),
fileId: text('file_id').references(() => files.id),
signedFileId: text('signed_file_id').references(() => files.id),
isManualUpload: boolean('is_manual_upload').notNull().default(false),
notes: text('notes'),
createdBy: text('created_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_docs_port').on(table.portId),
index('idx_docs_interest').on(table.interestId),
index('idx_docs_client').on(table.clientId),
index('idx_docs_type').on(table.portId, table.documentType),
],
);
export const documentSigners = pgTable(
'document_signers',
{
id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
documentId: text('document_id')
.notNull()
.references(() => documents.id, { onDelete: 'cascade' }),
signerName: text('signer_name').notNull(),
signerEmail: text('signer_email').notNull(),
signerRole: text('signer_role').notNull(), // client, developer, sales, approver, other
signingOrder: integer('signing_order').notNull(),
status: text('status').notNull().default('pending'), // pending, signed, declined
signedAt: timestamp('signed_at', { withTimezone: true }),
signingUrl: text('signing_url'),
embeddedUrl: text('embedded_url'),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [index('idx_ds_doc').on(table.documentId)],
);
export const documentEvents = pgTable(
'document_events',
{
id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
documentId: text('document_id')
.notNull()
.references(() => documents.id, { onDelete: 'cascade' }),
eventType: text('event_type').notNull(), // created, sent, viewed, signed, completed, expired, reminder_sent
signerId: text('signer_id').references(() => documentSigners.id),
eventData: jsonb('event_data').default({}),
signatureHash: text('signature_hash'), // deduplication
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_de_doc').on(table.documentId),
uniqueIndex('idx_de_dedup').on(table.documentId, table.signatureHash).where(
sql`${table.signatureHash} IS NOT NULL`
),
],
);
export const documentTemplates = pgTable(
'document_templates',
{
id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
name: text('name').notNull(),
description: text('description'),
templateType: text('template_type').notNull(), // welcome_letter, handover_checklist, acknowledgment, correspondence, custom
bodyHtml: text('body_html').notNull(),
mergeFields: jsonb('merge_fields').notNull().default([]),
isActive: boolean('is_active').notNull().default(true),
createdBy: text('created_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_dt_port').on(table.portId),
index('idx_dt_type').on(table.portId, table.templateType),
],
);
export const formTemplates = pgTable(
'form_templates',
{
id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
name: text('name').notNull(),
description: text('description'),
fields: jsonb('fields').notNull(),
branding: jsonb('branding').default({}),
isActive: boolean('is_active').notNull().default(true),
createdBy: text('created_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [index('idx_ft_port').on(table.portId)],
);
export const formSubmissions = pgTable(
'form_submissions',
{
id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
formTemplateId: text('form_template_id')
.notNull()
.references(() => formTemplates.id),
clientId: text('client_id').references(() => clients.id),
interestId: text('interest_id'), // references interests.id
token: text('token').notNull().unique(),
prefilledData: jsonb('prefilled_data').default({}),
submittedData: jsonb('submitted_data'),
status: text('status').notNull().default('pending'), // pending, submitted, expired
expiresAt: timestamp('expires_at', { withTimezone: true }),
submittedAt: timestamp('submitted_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [uniqueIndex('idx_fs_token').on(table.token)],
);
export type File = typeof files.$inferSelect;
export type NewFile = typeof files.$inferInsert;
export type Document = typeof documents.$inferSelect;
export type NewDocument = typeof documents.$inferInsert;
export type DocumentSigner = typeof documentSigners.$inferSelect;
export type NewDocumentSigner = typeof documentSigners.$inferInsert;
export type DocumentEvent = typeof documentEvents.$inferSelect;
export type NewDocumentEvent = typeof documentEvents.$inferInsert;
export type DocumentTemplate = typeof documentTemplates.$inferSelect;
export type NewDocumentTemplate = typeof documentTemplates.$inferInsert;
export type FormTemplate = typeof formTemplates.$inferSelect;
export type NewFormTemplate = typeof formTemplates.$inferInsert;
export type FormSubmission = typeof formSubmissions.$inferSelect;
export type NewFormSubmission = typeof formSubmissions.$inferInsert;