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

/**
 * Pipeline-refactor tables — per-port qualification criteria, per-interest
 * qualification state, and payment records (no invoice generation).
 *
 * See migrations/0062_pipeline_refactor.sql.
 */

import {
  pgTable,
  text,
  boolean,
  integer,
  numeric,
  timestamp,
  index,
  primaryKey,
} from 'drizzle-orm/pg-core';

import { ports } from './ports';
import { interests } from './interests';
import { clients } from './clients';
import { files } from './documents';

/**
 * Per-port qualification criteria. Admin-configurable: enable/disable,
 * rename labels, reorder. The default seed is 2 enabled (dimensions +
 * intent) and 2 disabled (signatory + timeline) per port.
 */
export const qualificationCriteria = pgTable(
  'qualification_criteria',
  {
    id: text('id')
      .primaryKey()
      .$defaultFn(() => crypto.randomUUID()),
    portId: text('port_id')
      .notNull()
      .references(() => ports.id, { onDelete: 'cascade' }),
    /** Stable key for code references. e.g. 'dimensions', 'intent'. */
    key: text('key').notNull(),
    /** Display label shown on the qualification checklist UI. */
    label: text('label').notNull(),
    /** Optional short description shown as helper text under the checkbox. */
    description: text('description'),
    enabled: boolean('enabled').notNull().default(true),
    displayOrder: integer('display_order').notNull().default(0),
    createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
    updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
  },
  (table) => [index('idx_qualification_criteria_port').on(table.portId)],
);

/**
 * Per-interest qualification state. Composite PK (interest_id, criterion_key)
 * lets the same key exist across ports without conflicts and gives O(1)
 * lookup for the "all enabled criteria confirmed" check.
 */
export const interestQualifications = pgTable(
  'interest_qualifications',
  {
    interestId: text('interest_id')
      .notNull()
      .references(() => interests.id, { onDelete: 'cascade' }),
    criterionKey: text('criterion_key').notNull(),
    confirmed: boolean('confirmed').notNull().default(false),
    confirmedAt: timestamp('confirmed_at', { withTimezone: true }),
    confirmedBy: text('confirmed_by'),
    notes: text('notes'),
  },
  (table) => [
    primaryKey({ columns: [table.interestId, table.criterionKey] }),
    index('idx_interest_qualifications_interest').on(table.interestId),
  ],
);

/**
 * Payment records. The CRM does NOT generate invoices — clients pay banks
 * directly. We record that money was received (or refunded) with an
 * optional uploaded receipt for audit purposes.
 *
 * The "deposit_paid" stage auto-advances when SUM(payments where type=deposit)
 * for an interest reaches the `interests.depositExpectedAmount`.
 */
export const payments = pgTable(
  'payments',
  {
    id: text('id')
      .primaryKey()
      .$defaultFn(() => crypto.randomUUID()),
    portId: text('port_id')
      .notNull()
      .references(() => ports.id, { onDelete: 'cascade' }),
    interestId: text('interest_id')
      .notNull()
      .references(() => interests.id, { onDelete: 'cascade' }),
    clientId: text('client_id')
      .notNull()
      .references(() => clients.id, { onDelete: 'cascade' }),
    /** 'deposit' | 'balance' | 'refund' | 'other' — `refund` rows carry
     *  negative amounts so the running total nets out correctly. */
    paymentType: text('payment_type').notNull(),
    amount: numeric('amount').notNull(),
    currency: text('currency').notNull().default('EUR'),
    receivedAt: timestamp('received_at', { withTimezone: true }).notNull(),
    /** Optional uploaded receipt PDF. The UI warns reps that recording
     *  without a receipt may make later verification harder, but doesn't
     *  block the save. */
    receiptFileId: text('receipt_file_id').references(() => files.id),
    notes: text('notes'),
    recordedBy: text('recorded_by').notNull(),
    createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
  },
  (table) => [
    index('idx_payments_interest').on(table.interestId),
    index('idx_payments_client').on(table.clientId),
    index('idx_payments_port').on(table.portId),
    index('idx_payments_type').on(table.portId, table.paymentType),
  ],
);

export type QualificationCriterion = typeof qualificationCriteria.$inferSelect;
export type NewQualificationCriterion = typeof qualificationCriteria.$inferInsert;
export type InterestQualification = typeof interestQualifications.$inferSelect;
export type NewInterestQualification = typeof interestQualifications.$inferInsert;
export type Payment = typeof payments.$inferSelect;
export type NewPayment = typeof payments.$inferInsert;