Files
pn-new-crm/src/lib/db/schema/users.ts

490 lines
17 KiB
TypeScript
Raw Normal View History

import { pgTable, text, boolean, timestamp, jsonb, index, uniqueIndex } from 'drizzle-orm/pg-core';
import { ports } from './ports';
// ─── Permission Types ─────────────────────────────────────────────────────────
export type RolePermissions = {
clients: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
merge: boolean;
export: boolean;
};
interests: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
change_stage: boolean;
/** Bypass the canTransitionStage table (e.g. jump a deal straight to
* Contract without going through Deposit Paid first when the data
* was entered out of order). Audit-logged with the reason the rep
* gives. Sales-team-restricted. */
feat(interests): manual stage override + Residential Partner system role Manual stage override Sales reps need to skip canTransitionStage rules when the data was entered out of order — e.g. recording a contract_signed deal whose earlier stages were never tracked in the system. - New permission flag interests.override_stage in RolePermissions. Plumbed through the schema TS type, the role-editor UI, the seed file's pre-built roles (super_admin/director/sales_manager get it, sales_agent + viewer don't), and the test factories. - changeStageSchema gains an optional `override` boolean and the service checks it before evaluating canTransitionStage. When override=true the reason field becomes required (min 5 chars) and is recorded in the audit log. - The route handler gates `override` on the new permission so a sales_agent without it can't pass override=true and bypass. - InterestStagePicker auto-detects when the requested transition is blocked by the table and switches into "override mode" — shows an amber warning, requires the reason, button label flips to "Override stage". When the operator lacks the permission, the warning is red and the button is disabled. Residential Partner role Per the smart-archive scoping conversation: external partners who handle residential inquiries shouldn't see marina clients, yachts, berths, or financials. The two residential_* permission groups already exist; this commit just seeds a pre-built system role ("residential_partner") with those flags + minimal own-reminders, so admins can invite a partner today via /admin/users without manually building the permission set. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 18:32:57 +02:00
override_stage: boolean;
generate_eoi: boolean;
export: boolean;
};
berths: {
view: boolean;
edit: boolean;
import: boolean;
manage_waiting_list: boolean;
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
/**
* Update berth `price` / `priceCurrency` via the dedicated single
* (`PATCH /api/v1/berths/[id]/price`) and bulk
* (`POST /api/v1/berths/bulk-update-prices`) endpoints. Carved out
* from generic `berths.edit` so admins can grant sales reps the
* ability to retune prices without exposing the full berth-edit
* surface (dimensions, mooring type, etc.). Always audited.
*/
update_prices: boolean;
};
documents: {
view: boolean;
create: boolean;
edit: boolean;
send_for_signing: boolean;
upload_signed: boolean;
delete: boolean;
manage_folders: boolean;
};
expenses: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
export: boolean;
scan_receipt: boolean;
};
invoices: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
send: boolean;
record_payment: boolean;
export: boolean;
};
/**
* Standalone payments resource (deposit / balance / refund records on
* an interest). Carved out from `invoices.record_payment` so a port
* that does not use the invoicing module at all can still grant
* payment-recording rights to sales reps. `view` follows interests.view
* at the route level this gate only governs the UI affordance.
*/
payments: {
view: boolean;
record: boolean;
delete: boolean;
};
files: {
view: boolean;
upload: boolean;
edit: boolean;
delete: boolean;
manage_folders: boolean;
};
email: {
view: boolean;
send: boolean;
configure_account: boolean;
};
reminders: {
view_own: boolean;
view_all: boolean;
create: boolean;
edit_own: boolean;
edit_all: boolean;
assign_others: boolean;
};
calendar: {
connect: boolean;
view_events: boolean;
};
reports: {
view_dashboard: boolean;
view_analytics: boolean;
export: boolean;
};
document_templates: {
view: boolean;
generate: boolean;
manage: boolean;
};
yachts: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
transfer: boolean;
};
companies: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
};
memberships: {
view: boolean;
manage: boolean;
};
reservations: {
view: boolean;
create: boolean;
activate: boolean;
cancel: boolean;
};
admin: {
manage_users: boolean;
view_audit_log: boolean;
manage_settings: boolean;
manage_webhooks: boolean;
manage_reports: boolean;
manage_custom_fields: boolean;
manage_forms: boolean;
manage_tags: boolean;
system_backup: boolean;
// Permanent client deletion is gated separately from admin.manage_users
// because it bypasses archive/restore. Requires email-code confirmation.
permanently_delete_clients: boolean;
};
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
residential_clients: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
};
residential_interests: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
change_stage: boolean;
};
};
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
/**
* Per-table column visibility drives the `<ColumnPicker>` and the
* DataTable `columnVisibility` state. `hiddenColumns` is the source of
* truth; an entry's absence means "show this column" (so newly-added
* columns show by default for existing users without us having to
* migrate stored preferences).
*/
export type TablePreferences = {
hiddenColumns?: string[];
/** Row density. Absent = comfortable (the default; matches shadcn's
* default cell padding). 'compact' drops vertical padding so reps
* can scan more rows per viewport. */
density?: 'comfortable' | 'compact';
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified) C20–C23 from the 2026-05-21 plan. Shipped now: C21 Dimensions ft/m column toggle persisted to user prefs. `TablePreferences.dimensionUnit` ('ft' | 'm') added to the user- profiles JSONB. `useTablePreferences` returns `dimensionUnit` + `setDimensionUnit` alongside hidden/density. New `getBerthColumns(unit)` factory rewrites the dimensions / nominalBoatSize / waterDepth cells when ft is requested (waterDepth converts on-the-fly from the canonical meters column at 3.2808 ft/m). Berth-list toolbar gains a small ft/m toggle button next to the density toggle. C22 ft/m switching on Berth Requirements rows. `interest-tabs.tsx` Berth-requirements section now honours `interest.desiredLengthUnit`. Labels flip to "(m)" when set; value reads from `desired*M` columns; on save, both the chosen- unit and the canonical counterpart columns are PATCHed (3.28084 ratio) so downstream surfaces (recommender, EOI merge fields) stay in lockstep. `InterestPatchField` widened with `desired*M` variants. C23 Berth list bulk-edit affordance. New `POST /api/v1/berths/bulk` (mirror of /interests/bulk): discriminated union of `change_status` / `change_tenure_type` / `add_tag` / `remove_tag` / `archive`, 500-id cap, per-row failure reporting, single `berths.edit` permission gate (no separate `archive` perm exists on berths today). Status mutations route through `updateBerthStatus` so under-offer / sold transitions still trigger the primary interest_berths auto-link + the rules-engine evaluation. BerthList toolbar wires `bulkActions` on the DataTable — Change status (Select dialog), Change tenure (permanent / fixed-term), Add tag, Remove tag, Archive (destructive + confirmation). Each dialog uses the same `bulkMutation` so toast + cache-invalidation behaviour is consistent across actions. Already shipped (verified): C20 Berth list rates / pricing valid columns hidden by default — already in `BERTH_DEFAULT_HIDDEN`. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:22:30 +02:00
/** Dimension unit preference for tables that render boat / berth
* measurements. Absent = inferred from the user's locale; 'ft' for
* US/UK defaults, 'm' elsewhere. Per-table override via the column
* header toggle. */
dimensionUnit?: 'ft' | 'm';
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
};
export type UserPreferences = {
dark_mode?: boolean;
locale?: string;
timezone?: string;
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
/** ISO-3166-1 alpha-2. Drives the default timezone when the rep
* hasn't picked one explicitly, and lets the auto-detect banner
* spot a mismatch when they're travelling. */
country?: string;
/** Keyed by entity type: `clients`, `yachts`, `interests`, etc. */
tablePreferences?: Record<string, TablePreferences>;
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
/**
* Dashboard widget visibility, keyed by widget id from the registry
* in `src/components/dashboard/widget-registry.ts`. Missing keys fall
* back to `defaultVisible` from the registry so adding a new widget
* surfaces it for everyone without a migration. `false` hides it.
*/
dashboardWidgets?: Record<string, boolean>;
/**
* Ordered list of widget ids drives the dashboard render order so a
* rep can drag tiles around and have the layout persist. Missing
* widgets (ids not in the array) render after the listed ones in
* registry order, so adding a new widget always surfaces it without
* a migration. Order is scoped per widget group implicitly the
* shell groups by `widget.group` first (chart / rail / feed) then
* sorts within the group by this array.
*/
dashboardWidgetOrder?: string[];
[key: string]: unknown;
};
// ─── Better Auth Core Tables ─────────────────────────────────────────────────
/**
* Core user table managed by Better Auth.
* Do NOT modify directly - Better Auth handles CRUD via its adapter.
*/
export const user = pgTable('user', {
id: text('id').primaryKey(),
name: text('name').notNull(),
email: text('email').notNull().unique(),
emailVerified: boolean('email_verified').notNull().default(false),
image: text('image'),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
});
export const account = pgTable('account', {
id: text('id').primaryKey(),
accountId: text('account_id').notNull(),
providerId: text('provider_id').notNull(),
userId: text('user_id')
.notNull()
.references(() => user.id),
accessToken: text('access_token'),
refreshToken: text('refresh_token'),
idToken: text('id_token'),
accessTokenExpiresAt: timestamp('access_token_expires_at', { withTimezone: true }),
refreshTokenExpiresAt: timestamp('refresh_token_expires_at', { withTimezone: true }),
scope: text('scope'),
password: text('password'),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
});
export const verification = pgTable('verification', {
id: text('id').primaryKey(),
identifier: text('identifier').notNull(),
value: text('value').notNull(),
expiresAt: timestamp('expires_at', { withTimezone: true }).notNull(),
createdAt: timestamp('created_at', { withTimezone: true }),
updatedAt: timestamp('updated_at', { withTimezone: true }),
});
// ─── CRM Extension Tables ───────────────────────────────────────────────────
/**
* Extension table for Better Auth users.
* Better Auth manages the core `user` table.
* We extend with CRM-specific fields here.
*/
export const userProfiles = pgTable(
'user_profiles',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
userId: text('user_id').notNull().unique(), // references Better Auth user ID
/**
* Canonical first/last name pair. Added 2026-05-09 as the primary
* source for greetings, invoicing, and DocSign field-merging the
* older `displayName` is now kept around as a derived/optional
* override (e.g. for nicknames or vanity formatting). When migrating
* production, backfill these columns from displayName by splitting
* on the first space and zero-pad the trailing column with NULL so
* single-token names don't fail the not-null assumption.
*/
firstName: text('first_name'),
lastName: text('last_name'),
displayName: text('display_name').notNull(),
/**
* Optional sign-in alias. Lowercase a-z0-9 plus dot/underscore/hyphen,
* 330 chars (shape pinned by `chk_user_profiles_username_shape`).
* Case-insensitive uniqueness is enforced by a partial unique index on
* LOWER(username); NULL allows the column to coexist with users who
* still sign in by email. See migration 0054.
*/
username: text('username'),
avatarUrl: text('avatar_url'),
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
/** FK into the polymorphic `files` table the avatar is stored
* via getStorageBackend() so an S3filesystem swap carries it
* without breaking the URL. The legacy `avatarUrl` column is
* kept for any external photo sources but the file pointer wins
* when both are set. */
avatarFileId: text('avatar_file_id'),
phone: text('phone'),
isSuperAdmin: boolean('is_super_admin').notNull().default(false),
isActive: boolean('is_active').notNull().default(true),
lastLoginAt: timestamp('last_login_at', { withTimezone: true }),
preferences: jsonb('preferences').$type<UserPreferences>().notNull().default({}),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [uniqueIndex('user_profiles_user_id_idx').on(table.userId)],
);
export const roles = pgTable('roles', {
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
name: text('name').notNull(),
description: text('description'),
permissions: jsonb('permissions')
.$type<RolePermissions>()
.notNull()
.default({} as RolePermissions),
isGlobal: boolean('is_global').notNull().default(true),
isSystem: boolean('is_system').notNull().default(false),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
});
/**
* Per-user permission overrides layered on top of the role's baseline for
* a specific port. Each row carries a `Partial<RolePermissions>` map; any
* explicitly-set leaf wins over the role + port-role-override chain. Most
* users will never have a row here it exists for the rare "give Alice
* the same role as her team but let her run permanent deletes" case.
*
* Effective permission resolution lives in `getEffectivePermissions` in
* src/lib/services/permissions.service.ts.
*/
export const userPermissionOverrides = pgTable(
'user_permission_overrides',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
feat(audit-cleanup): finish all 15 outstanding items from verified backlog Audit cleanup completion plan, all tiers shipped: Tier 1 (security + data integrity) - A.7 RTBF true wipe: redact email_messages body/subject/addresses for threads owned by deleted client; redact document_sends.recipient_email; collect file storage keys + delete blobs post-commit. - A.8 user_permission_overrides FK: documented inline why cascade is correct (not set-null as audit suggested) — overrides have no value without their user. - W2.14 PII redaction: camelCase normalization in audit.ts + error-events.service.ts isSensitiveKey; added city/postal/country/ birth fragments. firstName/lastName/dateOfBirth/postalCode etc. now caught in BOTH masker paths. 12 new test cases lock the coverage. Tier 2 (Documenso completion + refactor) - C.2: documentEvents.recipient_email column + partial unique index for per-recipient webhook dedup (migration 0075). handleDocumentSigned now sets recipient_email on insert. - Phase 2: completion_cc_emails distribution. handleDocumentCompleted reads documents.completionCcEmails, filters out signer-duplicates case-insensitively, fans signed PDF out to non-signer recipients. - C.4: extracted createPublicInterest() service from the 346-line api/public/interests route. Route becomes a thin shell (rate-limit, port resolution, audit log, email fan-out). The trio creation logic is now unit-testable without an HTTP fixture. - Phase 4: POST /api/v1/document-templates/[id]/detect-fields wired to document-field-detector.detectFields(). Sparkles "Auto-detect" button added to template-editor.tsx — maps DetectedField → marker with best-guess merge token (DATE / NAME / EMAIL); user retags. Tier 3 (reporting + recommender snapshot lockfiles) - W7.reports: extracted rollupStageRevenue / rollupStageCounts / computeTotalForecast / computeOccupancyRate / rollupBerthStatusCounts into src/lib/services/report-math.ts (pure functions). 16 new tests including an inline-snapshot lockfile on a representative 7-stage forecast. report-generators.ts now delegates. - W7.recommender: 18 new toMatchSnapshot tripwires on classifyTier boundaries + computeHeat at canonical input points. Tier 4 (rolling) - W6.attach: fixed outdated CLAUDE.md claim — threshold banner is informational and never depended on IMAP; bounce monitoring (the IMAP poller) is separate. - D.1 + D.2: documented deferral inline with full why-not-build-it reasoning so a future engineer sees the rationale. - G.1: representative formatDate sweep (audit-log-list, user-list, document-templates merge tokens, document-signing email). Rest of the ~100 sites stay rolling. Quality gates: 1420/1420 vitest (46 new tests above baseline of 1374), tsc clean, 0 lint errors. Plan: docs/superpowers/plans/2026-05-18-audit-cleanup-completion.md Migration: 0075_c2_document_events_recipient_email.sql (applied to dev DB). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 18:22:36 +02:00
// onDelete: 'cascade' is intentional here (not 'set null' as a stale 2026-05-12
// audit item suggested). A permission override has no semantic value without
// the user it grants permissions to — preserving a row with user_id=NULL
// would be an orphan with no audit value, since the override is per-user
// additive permissions, not a historical event we need to retain.
userId: text('user_id')
.notNull()
.references(() => user.id, { onDelete: 'cascade' }),
portId: text('port_id')
.notNull()
.references(() => ports.id, { onDelete: 'cascade' }),
permissionOverrides: jsonb('permission_overrides')
.$type<Partial<RolePermissions>>()
.notNull()
.default({}),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
uniqueIndex('idx_user_perm_overrides_user_port').on(table.userId, table.portId),
index('idx_user_perm_overrides_user').on(table.userId),
],
);
export type UserPermissionOverride = typeof userPermissionOverrides.$inferSelect;
export type NewUserPermissionOverride = typeof userPermissionOverrides.$inferInsert;
export const portRoleOverrides = pgTable(
'port_role_overrides',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id, { onDelete: 'cascade' }),
roleId: text('role_id')
.notNull()
.references(() => roles.id, { onDelete: 'cascade' }),
permissionOverrides: jsonb('permission_overrides')
.$type<Partial<RolePermissions>>()
.notNull()
.default({}),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
uniqueIndex('port_role_overrides_port_role_idx').on(table.portId, table.roleId),
index('port_role_overrides_port_idx').on(table.portId),
],
);
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
/**
* Pending email-change records for the verify-old-and-new flow.
* The CRM's `/api/v1/me/email` endpoint creates a row here, emails
* the OLD address with a cancel link and the NEW address with a
* confirm link, and applies the change only when the new address
* confirms (or auto-cancels at `expiresAt`).
*
* `confirmTokenHash` stores a sha256 of the random confirmation
* token; the raw token is only present in the email body.
*/
export const userEmailChanges = pgTable(
'user_email_changes',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
userId: text('user_id').notNull(),
oldEmail: text('old_email').notNull(),
newEmail: text('new_email').notNull(),
confirmTokenHash: text('confirm_token_hash').notNull(),
expiresAt: timestamp('expires_at', { withTimezone: true }).notNull(),
appliedAt: timestamp('applied_at', { withTimezone: true }),
cancelledAt: timestamp('cancelled_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_uec_user').on(table.userId),
index('idx_uec_token').on(table.confirmTokenHash),
],
);
export const userPortRoles = pgTable(
'user_port_roles',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
userId: text('user_id')
.notNull()
.references(() => user.id, { onDelete: 'cascade' }),
portId: text('port_id')
.notNull()
.references(() => ports.id, { onDelete: 'cascade' }),
roleId: text('role_id')
.notNull()
.references(() => roles.id, { onDelete: 'cascade' }),
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
/**
* Per-user per-port toggle that grants full residential domain access
* (residential_clients.* and residential_interests.*) on top of the
* user's primary role. Lets admins flip residential access for sales
* staff individually without minting a second role.
*/
residentialAccess: boolean('residential_access').notNull().default(false),
assignedBy: text('assigned_by'), // user ID of who assigned this
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
uniqueIndex('user_port_roles_user_port_role_idx').on(table.userId, table.portId, table.roleId),
index('idx_upr_user').on(table.userId),
index('idx_upr_port').on(table.portId),
],
);
/**
* Sessions table - Better Auth compatibility.
* Better Auth manages session creation/validation.
*/
export const session = pgTable(
'session',
{
id: text('id').primaryKey(),
userId: text('user_id').notNull(),
token: text('token').notNull().unique(),
expiresAt: timestamp('expires_at', { withTimezone: true }).notNull(),
ipAddress: text('ip_address'),
userAgent: text('user_agent'),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
uniqueIndex('sessions_token_idx').on(table.token),
index('sessions_user_id_idx').on(table.userId),
],
);
export type UserProfile = typeof userProfiles.$inferSelect;
export type NewUserProfile = typeof userProfiles.$inferInsert;
export type Role = typeof roles.$inferSelect;
export type NewRole = typeof roles.$inferInsert;
export type PortRoleOverride = typeof portRoleOverrides.$inferSelect;
export type NewPortRoleOverride = typeof portRoleOverrides.$inferInsert;
export type UserPortRole = typeof userPortRoles.$inferSelect;
export type NewUserPortRole = typeof userPortRoles.$inferInsert;