Files
pn-new-crm/src/lib/db/schema/interests.ts
Matt Ciaccio 6e3d910c76 refactor(interests): migrate callers to interest_berths junction + drop berth_id
Phase 2b of the berth-recommender refactor (plan §3.4). Every caller of
the legacy `interests.berth_id` column now reads / writes through the
`interest_berths` junction via the helper service introduced in Phase 2a;
the column itself is dropped in a final migration.

Service-layer changes
- interests.service: filter `?berthId=X` becomes EXISTS-against-junction;
  list enrichment uses `getPrimaryBerthsForInterests`; create/update/
  linkBerth/unlinkBerth all dispatch through the junction helpers, with
  createInterest's row insert + junction write sharing a single transaction.
- clients / dashboard / report-generators / search: leftJoin chains pivot
  through `interest_berths` filtered by `is_primary=true`.
- eoi-context / document-templates / berth-rules-engine / portal /
  record-export / queue worker: read primary via `getPrimaryBerth(...)`.
- interest-scoring: berthLinked is now derived from any junction row count.
- dedup/migration-apply + public interest route: write a primary junction
  row alongside the interest insert when a berth is provided.

API contract preserved: list/detail responses still emit `berthId` and
`berthMooringNumber`, derived from the primary junction row, so frontend
consumers (interest-form, interest-detail-header) need no changes.

Schema + migration
- Drop `interestsRelations.berth` and `idx_interests_berth`.
- Replace `berthsRelations.interests` with `interestBerths`.
- Migration 0029_puzzling_romulus drops `interests.berth_id` + the index.
- Tests that previously inserted `interests.berthId` now seed a primary
  junction row alongside the interest.

Verified: vitest 995 passing (1 unrelated pre-existing flake in
maintenance-cleanup.test.ts), tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 02:41:52 +02:00

169 lines
7.1 KiB
TypeScript

import {
pgTable,
text,
boolean,
integer,
numeric,
timestamp,
primaryKey,
index,
uniqueIndex,
} from 'drizzle-orm/pg-core';
import { sql } from 'drizzle-orm';
import { ports } from './ports';
import { clients } from './clients';
import { berths } from './berths';
// Pipeline stages: open, details_sent, in_communication, eoi_sent, eoi_signed, deposit_10pct, contract_sent, contract_signed, completed
export const interests = pgTable(
'interests',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
clientId: text('client_id')
.notNull()
.references(() => clients.id),
yachtId: text('yacht_id'), // FK added via relation; nullable until pipeline leaves 'open'
pipelineStage: text('pipeline_stage').notNull().default('open'),
leadCategory: text('lead_category'), // general_interest, specific_qualified, hot_lead
source: text('source'), // website, manual, referral, broker
eoiStatus: text('eoi_status'), // null, waiting_for_signatures, signed, expired
documensoId: text('documenso_id'),
contractStatus: text('contract_status'),
depositStatus: text('deposit_status'),
reservationStatus: text('reservation_status'),
dateFirstContact: timestamp('date_first_contact', { withTimezone: true }),
dateLastContact: timestamp('date_last_contact', { withTimezone: true }),
dateEoiSent: timestamp('date_eoi_sent', { withTimezone: true }),
dateEoiSigned: timestamp('date_eoi_signed', { withTimezone: true }),
dateContractSent: timestamp('date_contract_sent', { withTimezone: true }),
dateContractSigned: timestamp('date_contract_signed', { withTimezone: true }),
dateDepositReceived: timestamp('date_deposit_received', { withTimezone: true }),
reminderEnabled: boolean('reminder_enabled').notNull().default(false),
reminderDays: integer('reminder_days'),
reminderLastFired: timestamp('reminder_last_fired', { withTimezone: true }),
/** Terminal outcome. Independent of pipelineStage - `outcome` is set
* alongside the stage transition to `completed` to distinguish won
* deals from the various lost variants. NULL while the interest is
* still active. */
outcome: text('outcome'), // 'won' | 'lost_other_marina' | 'lost_unqualified' | 'lost_no_response' | 'cancelled'
/** Free-text reason captured at the time the outcome is set. Surfaces
* in the timeline + reports. */
outcomeReason: text('outcome_reason'),
/** When the outcome was decided. Lets us age 'how long ago did we lose'. */
outcomeAt: timestamp('outcome_at', { withTimezone: true }),
notes: text('notes'),
/** Recommender inputs - imperial; resolver treats nulls as "no constraint"
* on that axis, with a banner prompting the rep to add the missing dim. */
desiredLengthFt: numeric('desired_length_ft'),
desiredWidthFt: numeric('desired_width_ft'),
desiredDraftFt: numeric('desired_draft_ft'),
archivedAt: timestamp('archived_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_interests_port').on(table.portId),
index('idx_interests_client').on(table.clientId),
index('idx_interests_yacht').on(table.yachtId),
index('idx_interests_stage').on(table.portId, table.pipelineStage),
index('idx_interests_archived').on(table.portId, table.archivedAt),
index('idx_interests_outcome').on(table.portId, table.outcome),
],
);
/**
* Many-to-many junction between interests and berths.
*
* Replaces the old single-berth `interests.berth_id` column. Each row
* carries three role flags so a rep can model "actively pitching this
* berth" vs "covered by the EOI bundle but not pitched" vs "primary
* berth for the deal" independently:
*
* - is_primary : at most one row per interest is the primary;
* templates / forms / "the berth for this deal"
* semantics resolve through this row.
* - is_specific_interest : true = berth shows as "Under Offer" on the
* public map. false = legal/EOI-only link.
* - is_in_eoi_bundle : covered by the interest's EOI signature.
*
* EOI bypass: when the interest has a signed primary EOI but a specific
* berth in the bundle still needs its own EOI, a rep records the bypass
* reason here.
*/
export const interestBerths = pgTable(
'interest_berths',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
interestId: text('interest_id')
.notNull()
.references(() => interests.id, { onDelete: 'cascade' }),
berthId: text('berth_id')
.notNull()
.references(() => berths.id, { onDelete: 'restrict' }),
isPrimary: boolean('is_primary').notNull().default(false),
isSpecificInterest: boolean('is_specific_interest').notNull().default(true),
isInEoiBundle: boolean('is_in_eoi_bundle').notNull().default(false),
eoiBypassReason: text('eoi_bypass_reason'),
eoiBypassedBy: text('eoi_bypassed_by'),
eoiBypassedAt: timestamp('eoi_bypassed_at', { withTimezone: true }),
addedBy: text('added_by'),
addedAt: timestamp('added_at', { withTimezone: true }).notNull().defaultNow(),
notes: text('notes'),
},
(table) => [
uniqueIndex('idx_ib_interest_berth').on(table.interestId, table.berthId),
uniqueIndex('idx_ib_one_primary')
.on(table.interestId)
.where(sql`${table.isPrimary} = true`),
index('idx_ib_berth').on(table.berthId),
index('idx_ib_specific')
.on(table.berthId)
.where(sql`${table.isSpecificInterest} = true`),
],
);
export const interestNotes = pgTable(
'interest_notes',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
interestId: text('interest_id')
.notNull()
.references(() => interests.id, { onDelete: 'cascade' }),
authorId: text('author_id').notNull(), // user ID
content: text('content').notNull(),
mentions: text('mentions').array(), // array of mentioned user IDs
isLocked: boolean('is_locked').notNull().default(false),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [index('idx_in_interest').on(table.interestId)],
);
export const interestTags = pgTable(
'interest_tags',
{
interestId: text('interest_id')
.notNull()
.references(() => interests.id, { onDelete: 'cascade' }),
tagId: text('tag_id').notNull(), // references tags.id
},
(table) => [primaryKey({ columns: [table.interestId, table.tagId] })],
);
export type Interest = typeof interests.$inferSelect;
export type NewInterest = typeof interests.$inferInsert;
export type InterestNote = typeof interestNotes.$inferSelect;
export type NewInterestNote = typeof interestNotes.$inferInsert;
export type InterestBerth = typeof interestBerths.$inferSelect;
export type NewInterestBerth = typeof interestBerths.$inferInsert;