Major interest workflow expansion driven by the rapid-fire UX session.
EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.
Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.
Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.
Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).
Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).
Berth interest list overhaul:
- Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
- Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
- Per-letter row tinting via colored left-border accent + dot in cell
- Documents tab merged Files (single attachments section)
Topbar improvements:
- Always-visible back arrow on detail pages (path depth > 2)
- Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
push their entity hierarchy (Clients › Mary Smith › Interest › B17)
- Tighter spacing, softer separators, 160px crumb truncation
DataTable upgrades:
- Page-size selector with All option (validator cap raised to 1000)
- getRowClassName slot for per-row styling (used by berth tinting)
- Fixed Radix SelectItem crash on empty-string values via __any__
sentinel (was crashing every list page that opened a select filter)
Interest list:
- Configurable columns picker
- Stage cell clickable into detail
- TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
- Save view moved into ColumnPicker menu; Views button hidden when
no views are saved
- Pipeline kanban board endpoint at /api/v1/interests/board with
minimal projection, 5000-row cap + truncated banner, filter
pass-through
Mobile chrome + sidebar collapse removed (always-expanded design choice).
User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
378 lines
12 KiB
TypeScript
378 lines
12 KiB
TypeScript
import { pgTable, text, boolean, timestamp, jsonb, index, uniqueIndex } from 'drizzle-orm/pg-core';
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import { ports } from './ports';
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// ─── Permission Types ─────────────────────────────────────────────────────────
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export type RolePermissions = {
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clients: {
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view: boolean;
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create: boolean;
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edit: boolean;
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delete: boolean;
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merge: boolean;
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export: boolean;
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};
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interests: {
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view: boolean;
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create: boolean;
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edit: boolean;
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delete: boolean;
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change_stage: boolean;
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/** Bypass the canTransitionStage table (e.g. mark a contract_signed
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* deal as completed without going through deposit_10pct first when
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* the data was entered out of order). Audit-logged with the reason
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* the rep gives. Sales-team-restricted. */
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override_stage: boolean;
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generate_eoi: boolean;
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export: boolean;
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};
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berths: {
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view: boolean;
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edit: boolean;
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import: boolean;
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manage_waiting_list: boolean;
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};
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documents: {
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view: boolean;
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create: boolean;
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edit: boolean;
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send_for_signing: boolean;
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upload_signed: boolean;
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delete: boolean;
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};
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expenses: {
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view: boolean;
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create: boolean;
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edit: boolean;
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delete: boolean;
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export: boolean;
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scan_receipt: boolean;
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};
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invoices: {
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view: boolean;
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create: boolean;
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edit: boolean;
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delete: boolean;
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send: boolean;
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record_payment: boolean;
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export: boolean;
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};
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files: {
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view: boolean;
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upload: boolean;
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edit: boolean;
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delete: boolean;
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manage_folders: boolean;
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};
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email: {
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view: boolean;
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send: boolean;
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configure_account: boolean;
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};
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reminders: {
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view_own: boolean;
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view_all: boolean;
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create: boolean;
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edit_own: boolean;
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edit_all: boolean;
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assign_others: boolean;
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};
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calendar: {
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connect: boolean;
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view_events: boolean;
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};
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reports: {
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view_dashboard: boolean;
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view_analytics: boolean;
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export: boolean;
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};
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document_templates: {
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view: boolean;
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generate: boolean;
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manage: boolean;
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};
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yachts: {
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view: boolean;
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create: boolean;
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edit: boolean;
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delete: boolean;
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transfer: boolean;
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};
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companies: {
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view: boolean;
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create: boolean;
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edit: boolean;
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delete: boolean;
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};
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memberships: {
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view: boolean;
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manage: boolean;
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};
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reservations: {
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view: boolean;
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create: boolean;
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activate: boolean;
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cancel: boolean;
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};
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admin: {
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manage_users: boolean;
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view_audit_log: boolean;
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manage_settings: boolean;
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manage_webhooks: boolean;
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manage_reports: boolean;
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manage_custom_fields: boolean;
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manage_forms: boolean;
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manage_tags: boolean;
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system_backup: boolean;
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// Permanent client deletion is gated separately from admin.manage_users
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// because it bypasses archive/restore. Requires email-code confirmation.
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permanently_delete_clients: boolean;
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};
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residential_clients: {
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view: boolean;
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create: boolean;
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edit: boolean;
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delete: boolean;
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};
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residential_interests: {
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view: boolean;
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create: boolean;
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edit: boolean;
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delete: boolean;
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change_stage: boolean;
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};
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};
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/**
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* Per-table column visibility — drives the `<ColumnPicker>` and the
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* DataTable `columnVisibility` state. `hiddenColumns` is the source of
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* truth; an entry's absence means "show this column" (so newly-added
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* columns show by default for existing users without us having to
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* migrate stored preferences).
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*/
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export type TablePreferences = {
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hiddenColumns?: string[];
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};
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export type UserPreferences = {
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dark_mode?: boolean;
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locale?: string;
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timezone?: string;
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/** ISO-3166-1 alpha-2. Drives the default timezone when the rep
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* hasn't picked one explicitly, and lets the auto-detect banner
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* spot a mismatch when they're travelling. */
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country?: string;
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/** Keyed by entity type: `clients`, `yachts`, `interests`, etc. */
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tablePreferences?: Record<string, TablePreferences>;
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[key: string]: unknown;
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};
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// ─── Better Auth Core Tables ─────────────────────────────────────────────────
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/**
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* Core user table managed by Better Auth.
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* Do NOT modify directly - Better Auth handles CRUD via its adapter.
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*/
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export const user = pgTable('user', {
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id: text('id').primaryKey(),
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name: text('name').notNull(),
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email: text('email').notNull().unique(),
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emailVerified: boolean('email_verified').notNull().default(false),
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image: text('image'),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
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});
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export const account = pgTable('account', {
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id: text('id').primaryKey(),
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accountId: text('account_id').notNull(),
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providerId: text('provider_id').notNull(),
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userId: text('user_id')
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.notNull()
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.references(() => user.id),
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accessToken: text('access_token'),
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refreshToken: text('refresh_token'),
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idToken: text('id_token'),
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accessTokenExpiresAt: timestamp('access_token_expires_at', { withTimezone: true }),
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refreshTokenExpiresAt: timestamp('refresh_token_expires_at', { withTimezone: true }),
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scope: text('scope'),
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password: text('password'),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
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});
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export const verification = pgTable('verification', {
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id: text('id').primaryKey(),
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identifier: text('identifier').notNull(),
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value: text('value').notNull(),
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expiresAt: timestamp('expires_at', { withTimezone: true }).notNull(),
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createdAt: timestamp('created_at', { withTimezone: true }),
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updatedAt: timestamp('updated_at', { withTimezone: true }),
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});
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// ─── CRM Extension Tables ───────────────────────────────────────────────────
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/**
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* Extension table for Better Auth users.
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* Better Auth manages the core `user` table.
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* We extend with CRM-specific fields here.
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*/
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export const userProfiles = pgTable(
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'user_profiles',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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userId: text('user_id').notNull().unique(), // references Better Auth user ID
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displayName: text('display_name').notNull(),
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avatarUrl: text('avatar_url'),
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/** FK into the polymorphic `files` table — the avatar is stored
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* via getStorageBackend() so an S3↔filesystem swap carries it
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* without breaking the URL. The legacy `avatarUrl` column is
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* kept for any external photo sources but the file pointer wins
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* when both are set. */
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avatarFileId: text('avatar_file_id'),
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phone: text('phone'),
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isSuperAdmin: boolean('is_super_admin').notNull().default(false),
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isActive: boolean('is_active').notNull().default(true),
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lastLoginAt: timestamp('last_login_at', { withTimezone: true }),
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preferences: jsonb('preferences').$type<UserPreferences>().notNull().default({}),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
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},
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(table) => [uniqueIndex('user_profiles_user_id_idx').on(table.userId)],
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);
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export const roles = pgTable('roles', {
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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name: text('name').notNull(),
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description: text('description'),
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permissions: jsonb('permissions')
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.$type<RolePermissions>()
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.notNull()
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.default({} as RolePermissions),
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isGlobal: boolean('is_global').notNull().default(true),
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isSystem: boolean('is_system').notNull().default(false),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
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});
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export const portRoleOverrides = pgTable(
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'port_role_overrides',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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portId: text('port_id')
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.notNull()
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.references(() => ports.id, { onDelete: 'cascade' }),
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roleId: text('role_id')
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.notNull()
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.references(() => roles.id, { onDelete: 'cascade' }),
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permissionOverrides: jsonb('permission_overrides')
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.$type<Partial<RolePermissions>>()
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.notNull()
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.default({}),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
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},
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(table) => [
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uniqueIndex('port_role_overrides_port_role_idx').on(table.portId, table.roleId),
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index('port_role_overrides_port_idx').on(table.portId),
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],
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);
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/**
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* Pending email-change records for the verify-old-and-new flow.
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* The CRM's `/api/v1/me/email` endpoint creates a row here, emails
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* the OLD address with a cancel link and the NEW address with a
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* confirm link, and applies the change only when the new address
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* confirms (or auto-cancels at `expiresAt`).
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*
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* `confirmTokenHash` stores a sha256 of the random confirmation
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* token; the raw token is only present in the email body.
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*/
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export const userEmailChanges = pgTable(
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'user_email_changes',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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userId: text('user_id').notNull(),
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oldEmail: text('old_email').notNull(),
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newEmail: text('new_email').notNull(),
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confirmTokenHash: text('confirm_token_hash').notNull(),
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expiresAt: timestamp('expires_at', { withTimezone: true }).notNull(),
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appliedAt: timestamp('applied_at', { withTimezone: true }),
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cancelledAt: timestamp('cancelled_at', { withTimezone: true }),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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},
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(table) => [
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index('idx_uec_user').on(table.userId),
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index('idx_uec_token').on(table.confirmTokenHash),
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],
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);
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export const userPortRoles = pgTable(
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'user_port_roles',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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userId: text('user_id').notNull(), // references Better Auth user ID
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portId: text('port_id')
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.notNull()
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.references(() => ports.id, { onDelete: 'cascade' }),
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roleId: text('role_id')
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.notNull()
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.references(() => roles.id, { onDelete: 'cascade' }),
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/**
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* Per-user per-port toggle that grants full residential domain access
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* (residential_clients.* and residential_interests.*) on top of the
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* user's primary role. Lets admins flip residential access for sales
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* staff individually without minting a second role.
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*/
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residentialAccess: boolean('residential_access').notNull().default(false),
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assignedBy: text('assigned_by'), // user ID of who assigned this
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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},
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(table) => [
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uniqueIndex('user_port_roles_user_port_role_idx').on(table.userId, table.portId, table.roleId),
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index('idx_upr_user').on(table.userId),
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index('idx_upr_port').on(table.portId),
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],
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);
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/**
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* Sessions table - Better Auth compatibility.
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* Better Auth manages session creation/validation.
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*/
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export const session = pgTable(
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'session',
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{
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id: text('id').primaryKey(),
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userId: text('user_id').notNull(),
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token: text('token').notNull().unique(),
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expiresAt: timestamp('expires_at', { withTimezone: true }).notNull(),
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ipAddress: text('ip_address'),
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userAgent: text('user_agent'),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
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},
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(table) => [
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uniqueIndex('sessions_token_idx').on(table.token),
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index('sessions_user_id_idx').on(table.userId),
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],
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);
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export type UserProfile = typeof userProfiles.$inferSelect;
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export type NewUserProfile = typeof userProfiles.$inferInsert;
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export type Role = typeof roles.$inferSelect;
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export type NewRole = typeof roles.$inferInsert;
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export type PortRoleOverride = typeof portRoleOverrides.$inferSelect;
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export type NewPortRoleOverride = typeof portRoleOverrides.$inferInsert;
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export type UserPortRole = typeof userPortRoles.$inferSelect;
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export type NewUserPortRole = typeof userPortRoles.$inferInsert;
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