Files
pn-new-crm/src/lib/db/migrations/0084_reports_page.sql
Matt 5d43953957 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>
2026-05-25 04:00:57 +02:00

83 lines
4.2 KiB
SQL

-- 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;