feat(reports-p1): schema + perms foundation for /reports page

Part of the locked Reports page design (docs/reports-page-design.md).
This PR is the data foundation — API routes, UI builder, scheduler,
and rendering pipeline land in subsequent PRs.

What ships:
- Migration 0084: extends report_templates with description + visibility
  + archived_at, softens the unique-name index to skip archived rows,
  adds report_runs (append-only audit log) and report_schedules
  (BullMQ recurring scheduler) tables with full indexes.
- Schema TypeScript additions in src/lib/db/schema/reports.ts:
  reportSchedules + reportRuns table definitions with strongly-typed
  recipients / config / status enums.

Behaviour today: no UI changes; existing /api/v1/reports/generate
keeps working unchanged. Saved templates can be archived via
report_templates.archived_at once the templates CRUD API lands in P2.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-25 04:00:57 +02:00
parent d3ec9fdb4e
commit 5d43953957
2 changed files with 195 additions and 2 deletions

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@@ -0,0 +1,82 @@
-- Reports page foundation. Part of the locked /reports page design
-- (docs/reports-page-design.md). Three pieces:
-- 1. Extend the existing report_templates with visibility + archive flag.
-- 2. Append-only report_runs audit log.
-- 3. report_schedules driving the BullMQ recurring scheduler.
-- ─── 1. Extend report_templates ─────────────────────────────────────────────
ALTER TABLE report_templates
ADD COLUMN IF NOT EXISTS description text,
ADD COLUMN IF NOT EXISTS visibility text NOT NULL DEFAULT 'private',
ADD COLUMN IF NOT EXISTS archived_at timestamptz;
CREATE INDEX IF NOT EXISTS idx_report_templates_port_visibility
ON report_templates(port_id, visibility);
-- Soften the unique-name constraint so archived templates don't block reuse
-- of a name. Drop the existing index + recreate with a WHERE clause.
DROP INDEX IF EXISTS uniq_report_templates_port_kind_name;
CREATE UNIQUE INDEX uniq_report_templates_port_kind_name
ON report_templates(port_id, kind, LOWER(name))
WHERE archived_at IS NULL;
-- ─── 2. report_runs (append-only audit log) ─────────────────────────────────
CREATE TABLE IF NOT EXISTS report_runs (
id text PRIMARY KEY DEFAULT gen_random_uuid()::text,
port_id text NOT NULL REFERENCES ports(id) ON DELETE CASCADE,
-- Nullable: ad-hoc runs (no template) still get logged.
template_id text REFERENCES report_templates(id) ON DELETE SET NULL,
-- Forward-declared FK; populated once report_schedules is created below.
schedule_id text,
kind text NOT NULL,
-- Snapshotted at run time so re-runs reproduce identically even if the
-- source template has since been edited / archived.
config jsonb NOT NULL,
output_format text NOT NULL, -- 'pdf' | 'csv' | 'png' | 'jpg'
-- Storage key of the rendered artefact. Same backend as files (s3 or fs).
storage_key text,
size_bytes integer,
status text NOT NULL DEFAULT 'pending', -- pending | rendering | complete | failed
error_message text,
triggered_by text NOT NULL, -- 'user' | 'schedule'
triggered_by_user_id text REFERENCES "user"(id) ON DELETE SET NULL,
-- When non-null, this run was emailed to these recipients on completion.
emailed_to jsonb, -- Array<{ name?: string, email: string }>
emailed_at timestamptz,
created_at timestamptz NOT NULL DEFAULT now(),
completed_at timestamptz
);
CREATE INDEX IF NOT EXISTS report_runs_port_created_idx
ON report_runs(port_id, created_at DESC);
CREATE INDEX IF NOT EXISTS report_runs_port_user_idx
ON report_runs(port_id, triggered_by_user_id);
CREATE INDEX IF NOT EXISTS report_runs_port_template_idx
ON report_runs(port_id, template_id)
WHERE template_id IS NOT NULL;
-- ─── 3. report_schedules (BullMQ recurring scheduler) ────────────────────────
CREATE TABLE IF NOT EXISTS report_schedules (
id text PRIMARY KEY DEFAULT gen_random_uuid()::text,
port_id text NOT NULL REFERENCES ports(id) ON DELETE CASCADE,
template_id text NOT NULL REFERENCES report_templates(id) ON DELETE CASCADE,
-- Enum cadence at v1; cron strings can layer on top later.
cadence text NOT NULL,
recipients jsonb NOT NULL, -- Array<{ name?: string, email: string }>
output_format text NOT NULL DEFAULT 'pdf',
enabled boolean NOT NULL DEFAULT true,
last_run_at timestamptz,
next_run_at timestamptz NOT NULL,
created_by text NOT NULL REFERENCES "user"(id) ON DELETE RESTRICT,
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now()
);
CREATE INDEX IF NOT EXISTS report_schedules_port_enabled_next_idx
ON report_schedules(port_id, enabled, next_run_at);
-- Now wire the forward-declared schedule_id FK from report_runs back to the
-- schedules table.
ALTER TABLE report_runs
ADD CONSTRAINT report_runs_schedule_id_fkey
FOREIGN KEY (schedule_id) REFERENCES report_schedules(id) ON DELETE SET NULL;

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@@ -1,7 +1,17 @@
import { index, jsonb, pgTable, text, timestamp, uniqueIndex } from 'drizzle-orm/pg-core';
import {
boolean,
index,
integer,
jsonb,
pgTable,
text,
timestamp,
uniqueIndex,
} from 'drizzle-orm/pg-core';
import { sql } from 'drizzle-orm';
import { ports } from './ports';
import { user } from './users';
/**
* Saved report templates. Each row captures a named, port-scoped
@@ -31,6 +41,11 @@ export const reportTemplates = pgTable(
* via the same zod schemas they use on `/api/v1/reports/generate`. */
// eslint-disable-next-line @typescript-eslint/no-explicit-any
config: jsonb('config').$type<Record<string, any>>().notNull(),
/** 'private' = creator only; 'team' = anyone with reports.export on
* this port. Locked decision: skip "shared with specific users"
* beyond port-wide team for v1. */
visibility: text('visibility').notNull().default('private'),
archivedAt: timestamp('archived_at', { withTimezone: true }),
createdBy: text('created_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
@@ -38,9 +53,11 @@ export const reportTemplates = pgTable(
(table) => [
index('idx_report_templates_port').on(table.portId),
index('idx_report_templates_port_kind').on(table.portId, table.kind),
index('idx_report_templates_port_visibility').on(table.portId, table.visibility),
// Sibling-name uniqueness per port+kind. The lower() expression in
// the SQL migration mirrors how case-insensitive collisions are
// handled elsewhere in the schema.
// handled elsewhere in the schema. Migration 0084 adds a WHERE clause
// to allow archived templates to free up their names.
uniqueIndex('uniq_report_templates_port_kind_name').on(
table.portId,
table.kind,
@@ -51,3 +68,97 @@ export const reportTemplates = pgTable(
export type ReportTemplate = typeof reportTemplates.$inferSelect;
export type NewReportTemplate = typeof reportTemplates.$inferInsert;
// ─── report_schedules ──────────────────────────────────────────────────────
/**
* Recurring schedule that re-runs a saved template on a fixed cadence + emails
* the resulting artefact to a defined recipient list. Pre-computes
* `next_run_at` so the BullMQ scheduler can poll `enabled=true AND next_run_at <= now()`
* efficiently. Cadence enum at v1; cron strings can layer later.
*
* Migration: 0084_reports_page.sql.
*/
export const reportSchedules = pgTable(
'report_schedules',
{
id: text('id')
.primaryKey()
.default(sql`gen_random_uuid()::text`),
portId: text('port_id')
.notNull()
.references(() => ports.id, { onDelete: 'cascade' }),
templateId: text('template_id')
.notNull()
.references(() => reportTemplates.id, { onDelete: 'cascade' }),
/** 'weekly_monday_9' | 'monthly_first_9' | 'quarterly_first_9' for v1. */
cadence: text('cadence').notNull(),
recipients: jsonb('recipients').$type<Array<{ name?: string; email: string }>>().notNull(),
outputFormat: text('output_format').notNull().default('pdf'),
enabled: boolean('enabled').notNull().default(true),
lastRunAt: timestamp('last_run_at', { withTimezone: true }),
nextRunAt: timestamp('next_run_at', { withTimezone: true }).notNull(),
createdBy: text('created_by')
.notNull()
.references(() => user.id, { onDelete: 'restrict' }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('report_schedules_port_enabled_next_idx').on(
table.portId,
table.enabled,
table.nextRunAt,
),
],
);
export type ReportSchedule = typeof reportSchedules.$inferSelect;
export type NewReportSchedule = typeof reportSchedules.$inferInsert;
// ─── report_runs ───────────────────────────────────────────────────────────
/**
* Append-only audit log of every generated report. Snapshots the config
* used so re-runs reproduce identically even if the source template has
* been edited or archived.
*
* Migration: 0084_reports_page.sql.
*/
export const reportRuns = pgTable(
'report_runs',
{
id: text('id')
.primaryKey()
.default(sql`gen_random_uuid()::text`),
portId: text('port_id')
.notNull()
.references(() => ports.id, { onDelete: 'cascade' }),
templateId: text('template_id').references(() => reportTemplates.id, { onDelete: 'set null' }),
scheduleId: text('schedule_id').references(() => reportSchedules.id, { onDelete: 'set null' }),
kind: text('kind').notNull(),
// eslint-disable-next-line @typescript-eslint/no-explicit-any
config: jsonb('config').$type<Record<string, any>>().notNull(),
outputFormat: text('output_format').notNull(),
storageKey: text('storage_key'),
sizeBytes: integer('size_bytes'),
/** 'pending' | 'rendering' | 'complete' | 'failed'. */
status: text('status').notNull().default('pending'),
errorMessage: text('error_message'),
/** 'user' | 'schedule'. */
triggeredBy: text('triggered_by').notNull(),
triggeredByUserId: text('triggered_by_user_id').references(() => user.id, {
onDelete: 'set null',
}),
emailedTo: jsonb('emailed_to').$type<Array<{ name?: string; email: string }>>(),
emailedAt: timestamp('emailed_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
completedAt: timestamp('completed_at', { withTimezone: true }),
},
(table) => [
index('report_runs_port_created_idx').on(table.portId, table.createdAt),
index('report_runs_port_user_idx').on(table.portId, table.triggeredByUserId),
index('report_runs_port_template_idx').on(table.portId, table.templateId),
],
);
export type ReportRun = typeof reportRuns.$inferSelect;
export type NewReportRun = typeof reportRuns.$inferInsert;