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pn-new-crm/src/lib/db/schema/operations.ts
Matt 5c8c12ba1f
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feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.

USER SETTINGS (rebuild)
  - Country + Timezone selectors with cross-defaulting
  - Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
  - Email change with verification flow (user_email_changes table,
    OLD-address cancel link + NEW-address confirm link)
    + EMAIL_CHANGE_INSTANT=true dev shortcut
  - Password reset triggered via better-auth requestPasswordReset
  - Profile photo upload + crop (square 256×256) via shared
    <ImageCropperDialog> + /api/v1/me/avatar

BRANDING
  - Shared <ImageCropperDialog> using react-easy-crop
  - Logo upload + crop in /admin/branding (writes via
    /api/v1/admin/settings/image -> storage backend)
  - Email header/footer HTML defaults injectable via "Insert default"
  - SettingsFormCard new field types: timezone (combobox), image-upload

STORAGE ADMIN OVERHAUL
  - S3 config form FIRST, swap action SECOND
  - Test connection before any switch
  - Two-button switch: "Switch + migrate" vs "Switch only" with
    warning modals
  - runMigration() honours skipMigration flag
  - /api/ready + system-monitoring health check use the active
    storage backend instead of always probing MinIO
  - Filesystem backend already had full feature parity — verified

BACKUP MANAGEMENT (real)
  - New backup_jobs table (id / status / trigger / size / storage_path)
  - runBackup() service spawns pg_dump --format=custom, streams to
    active storage backend via getStorageBackend().put()
  - /admin/backup page: trigger, history, download .dump for restore
  - Super-admin gated

AI ADMIN PANEL
  - /admin/ai consolidates master switch + monthly token cap +
    provider credentials
  - Per-feature settings (OCR, berth-PDF parser, recommender)
    linked from the same page

ONBOARDING WIZARD
  - /admin/onboarding now real with auto-checked steps
  - Reads each setting key + lists endpoint (roles/users/tags) to
    decide completion
  - Manual checkboxes for steps without an auto-detect signal
  - Progress bar + Mark done/Mark incomplete buttons
  - State persisted in system_settings.onboarding_manual_status

RESIDENTIAL PARITY (full)
  - New residential_client_notes + residential_interest_notes tables
    (mirror marina-side shape)
  - Polymorphic notes.service.ts extended (verifyParent, listForEntity,
    create, update, delete) for residential_clients/_interests
  - <NotesList> component accepts the new entity types
  - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
  - 2 new activity endpoints (residential clients + interests)
  - residential-client-tabs.tsx + residential-interest-tabs.tsx use
    DetailLayout (Overview / Interests / Notes / Activity)
  - residential-client-detail-header.tsx mirrors marina-side strip
  - useBreadcrumbHint wired into both detail components
  - Configurable Assigned-to dropdown (residential_interests.view perm)

CONFIGURABLE RESIDENTIAL STAGES
  - residential-stages.service.ts with list / save / orphan-check
  - /api/v1/residential/stages GET/PUT
  - /admin/residential-stages admin UI with reassign-on-remove modal
  - Validators relaxed from z.enum to z.string

DOCUMENSO PHASE 1
  - Schema: document_signers.invited_at / opened_at /
    last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
  - Schema: documents.completion_cc_emails (text[]) +
    auto_reminder_interval_days (int)
  - transformSigningUrl() now maps SignerRole -> URL segment via
    ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
    Risk #5 where approver invites landed on /sign/error
  - POST /api/v1/documents/[id]/send-invitation with auto-pick of
    next pending signer
  - Per-port settings: documenso_developer_label / _approver_label
    + documenso_developer_user_id / _approver_user_id (Phase 7
    Project Director RBAC binding fields)

ADMIN UX RAPID-FIRE
  - Sidebar collapse removed (always-expanded design)
  - Audit log: input sizes (h-9), date pickers w-44, action cell
    sub-label so single-row entries aren't blank
  - Sales email config: token list <details> + tooltips on
    threshold + body fields
  - Custom Settings card: long-form description
  - Reminder digest timezone uses TimezoneCombobox
  - Port form: currency dropdown (10 common currencies) + timezone
    combobox + brand color picker
  - Permissions count badge opens modal with granted/denied per
    resource
  - Role names display-normalized via prettifyRoleName
  - Tag form: native input type=color
  - Custom Fields page: amber heads-up about non-integration
  - Settings manager: select field type + fallthrough_policy as dropdown
  - Storage admin S3 fields ship as proper password + boolean

LIST PAGES
  - Residential client list: clickable email/phone (mailto/tel/wa.me)
  - Residential interests + Documents Hub search inputs sized h-9

CURRENCY API
  - scripts/test-currency-api.ts verifies live Frankfurter fetch
    -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001

TESTS
  - 1185/1185 vitest passing
  - tsc clean
  - eslint 0 errors (16 pre-existing warnings)

Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00

253 lines
11 KiB
TypeScript

import { pgTable, text, boolean, timestamp, jsonb, index, uniqueIndex } from 'drizzle-orm/pg-core';
import { sql } from 'drizzle-orm';
import { ports } from './ports';
import { clients } from './clients';
import { files } from './documents';
import { interests } from './interests';
import { berths } from './berths';
export const reminders = pgTable(
'reminders',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
title: text('title').notNull(),
note: text('note'),
dueAt: timestamp('due_at', { withTimezone: true }).notNull(),
priority: text('priority').notNull().default('medium'), // low, medium, high, urgent
status: text('status').notNull().default('pending'), // pending, snoozed, completed, dismissed
assignedTo: text('assigned_to'), // user ID
createdBy: text('created_by').notNull(),
clientId: text('client_id').references(() => clients.id),
interestId: text('interest_id').references(() => interests.id, { onDelete: 'set null' }),
berthId: text('berth_id').references(() => berths.id, { onDelete: 'set null' }),
autoGenerated: boolean('auto_generated').notNull().default(false),
googleCalendarEventId: text('google_calendar_event_id'),
googleCalendarSynced: boolean('google_calendar_synced').notNull().default(false),
snoozedUntil: timestamp('snoozed_until', { withTimezone: true }),
completedAt: timestamp('completed_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_reminders_port').on(table.portId),
index('idx_reminders_assigned').on(table.assignedTo, table.status),
index('idx_reminders_due')
.on(table.portId, table.dueAt)
.where(sql`${table.status} IN ('pending', 'snoozed')`),
],
);
export const googleCalendarTokens = pgTable(
'google_calendar_tokens',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
userId: text('user_id').notNull().unique(),
accessToken: text('access_token').notNull(), // encrypted
refreshToken: text('refresh_token').notNull(), // encrypted
tokenExpiry: timestamp('token_expiry', { withTimezone: true }).notNull(),
calendarId: text('calendar_id').notNull().default('primary'),
connectedAt: timestamp('connected_at', { withTimezone: true }).notNull().defaultNow(),
lastSyncAt: timestamp('last_sync_at', { withTimezone: true }),
syncEnabled: boolean('sync_enabled').notNull().default(true),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [uniqueIndex('gcal_tokens_user_id_idx').on(table.userId)],
);
export const googleCalendarCache = pgTable(
'google_calendar_cache',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
userId: text('user_id').notNull(),
eventId: text('event_id').notNull(), // Google Calendar event ID
title: text('title').notNull(),
startAt: timestamp('start_at', { withTimezone: true }).notNull(),
endAt: timestamp('end_at', { withTimezone: true }),
location: text('location'),
description: text('description'),
isCrmPushed: boolean('is_crm_pushed').notNull().default(false),
reminderId: text('reminder_id').references(() => reminders.id),
fetchedAt: timestamp('fetched_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
uniqueIndex('gcal_cache_user_event_idx').on(table.userId, table.eventId),
index('idx_gcal_cache_user').on(table.userId, table.startAt),
],
);
export const notifications = pgTable(
'notifications',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
userId: text('user_id').notNull(),
type: text('type').notNull(), // reminder_due, reminder_overdue, new_registration, eoi_signed, eoi_completed, email_received, duplicate_alert, invoice_overdue, waiting_list, system_alert, follow_up_created, tenure_expiring
title: text('title').notNull(),
description: text('description'),
link: text('link'),
entityType: text('entity_type'), // client, interest, berth, invoice, etc.
entityId: text('entity_id'),
isRead: boolean('is_read').notNull().default(false),
emailSent: boolean('email_sent').notNull().default(false),
metadata: jsonb('metadata').$type<Record<string, unknown>>().default({}),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_notif_user').on(table.userId, table.isRead),
index('idx_notif_port').on(table.portId),
index('idx_notifications_user_type').on(table.userId, table.type, table.createdAt),
],
);
export const scheduledReports = pgTable(
'scheduled_reports',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
name: text('name').notNull(),
reportType: text('report_type').notNull(), // pipeline_summary, expense_summary, berth_occupancy, activity_log, overdue_items, revenue_forecast
schedule: text('schedule').notNull(), // cron expression
lastRunAt: timestamp('last_run_at', { withTimezone: true }),
nextRunAt: timestamp('next_run_at', { withTimezone: true }),
isActive: boolean('is_active').notNull().default(true),
config: jsonb('config').default({}),
createdBy: text('created_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [index('idx_sr_port').on(table.portId)],
);
export const reportRecipients = pgTable(
'report_recipients',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
reportId: text('report_id')
.notNull()
.references(() => scheduledReports.id, { onDelete: 'cascade' }),
email: text('email').notNull(),
userId: text('user_id'), // null for external recipients
},
(table) => [
uniqueIndex('report_recipients_report_email_idx').on(table.reportId, table.email),
index('idx_rr_report').on(table.reportId),
],
);
export const generatedReports = pgTable(
'generated_reports',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
scheduledReportId: text('scheduled_report_id').references(() => scheduledReports.id),
reportType: text('report_type').notNull(),
name: text('name').notNull(),
status: text('status').notNull().default('queued'), // queued, processing, ready, failed
parameters: jsonb('parameters').default({}),
fileId: text('file_id').references(() => files.id),
errorMessage: text('error_message'),
requestedBy: text('requested_by').notNull(),
startedAt: timestamp('started_at', { withTimezone: true }),
completedAt: timestamp('completed_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_gr_port_created').on(table.portId, table.createdAt),
index('idx_gr_port_status').on(table.portId, table.status),
index('idx_gr_scheduled')
.on(table.scheduledReportId)
.where(sql`${table.scheduledReportId} IS NOT NULL`),
],
);
export type Reminder = typeof reminders.$inferSelect;
export type NewReminder = typeof reminders.$inferInsert;
export type GoogleCalendarToken = typeof googleCalendarTokens.$inferSelect;
export type NewGoogleCalendarToken = typeof googleCalendarTokens.$inferInsert;
export type GoogleCalendarCache = typeof googleCalendarCache.$inferSelect;
export type NewGoogleCalendarCache = typeof googleCalendarCache.$inferInsert;
export type Notification = typeof notifications.$inferSelect;
export type NewNotification = typeof notifications.$inferInsert;
export type ScheduledReport = typeof scheduledReports.$inferSelect;
export type NewScheduledReport = typeof scheduledReports.$inferInsert;
export type ReportRecipient = typeof reportRecipients.$inferSelect;
export type NewReportRecipient = typeof reportRecipients.$inferInsert;
export type GeneratedReport = typeof generatedReports.$inferSelect;
export type NewGeneratedReport = typeof generatedReports.$inferInsert;
// ─── Interest Contact Log ──────────────────────────────────────────────────
//
// Per-interaction record of communication with a client about a specific
// interest. Sales reps log every email / call / WhatsApp / meeting touch
// here so the team has a structured history of "what was the last
// conversation about" — beyond the single `dateLastContact` timestamp on
// the interest itself.
//
// Notes are for free-form thinking / context. This table is for
// timestamped interactions with a known channel + direction.
export const interestContactLog = pgTable(
'interest_contact_log',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
interestId: text('interest_id')
.notNull()
.references(() => interests.id, { onDelete: 'cascade' }),
/** When the actual conversation happened (not when the log entry
* was recorded — those can differ if a rep logs after the fact). */
occurredAt: timestamp('occurred_at', { withTimezone: true }).notNull(),
/** email | phone | whatsapp | in_person | video | other */
channel: text('channel').notNull(),
/** outbound | inbound — who initiated the contact. */
direction: text('direction').notNull().default('outbound'),
/** Short free text — "Discussed yacht size, asked about tax structure". */
summary: text('summary').notNull(),
/** Optional. When set, a reminder is auto-created pointing back to
* the interest for follow-up. Stored as the original choice so the
* UI can re-render it; the actual reminder lives in `reminders`. */
followUpAt: timestamp('follow_up_at', { withTimezone: true }),
/** ID of the auto-created reminder, if any — lets us update/cancel
* the reminder when the log entry is edited. */
reminderId: text('reminder_id').references(() => reminders.id, { onDelete: 'set null' }),
createdBy: text('created_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_icl_interest').on(table.interestId, table.occurredAt),
index('idx_icl_port').on(table.portId, table.occurredAt),
],
);
export type InterestContactLogEntry = typeof interestContactLog.$inferSelect;
export type NewInterestContactLogEntry = typeof interestContactLog.$inferInsert;