Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
201 lines
9.1 KiB
TypeScript
201 lines
9.1 KiB
TypeScript
import {
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pgTable,
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text,
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boolean,
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integer,
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numeric,
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timestamp,
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primaryKey,
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index,
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uniqueIndex,
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} from 'drizzle-orm/pg-core';
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import { sql } from 'drizzle-orm';
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import { ports } from './ports';
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import { clients } from './clients';
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import { berths } from './berths';
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import { yachts } from './yachts';
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// Pipeline stages: enquiry, qualified, nurturing, eoi, reservation, deposit_paid, contract
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// (doc sub-status carried on eoi_doc_status / reservation_doc_status / contract_doc_status)
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export const interests = pgTable(
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'interests',
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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),
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clientId: text('client_id')
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.notNull()
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.references(() => clients.id),
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yachtId: text('yacht_id').references(() => yachts.id, { onDelete: 'set null' }),
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/** Who owns this deal. Auto-assigned on create from system_settings
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* `default_new_interest_owner`; reassignable via the interest header. */
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assignedTo: text('assigned_to'),
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pipelineStage: text('pipeline_stage').notNull().default('enquiry'),
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/** Sub-status for the doc-signing stages. NULL while the deal hasn't
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* reached the stage yet; 'pending' | 'sent' | 'signed' | 'declined' | 'voided'. */
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eoiDocStatus: text('eoi_doc_status'),
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reservationDocStatus: text('reservation_doc_status'),
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contractDocStatus: text('contract_doc_status'),
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/** Documenso IDs per document type. EOI uses the existing `documensoId`
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* for backward compat with the template-generate path. */
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reservationDocumensoId: text('reservation_documenso_id'),
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contractDocumensoId: text('contract_documenso_id'),
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leadCategory: text('lead_category'), // general_interest, specific_qualified, hot_lead
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source: text('source'), // website, manual, referral, broker
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eoiStatus: text('eoi_status'), // null, waiting_for_signatures, signed, expired
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documensoId: text('documenso_id'),
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contractStatus: text('contract_status'),
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depositStatus: text('deposit_status'),
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reservationStatus: text('reservation_status'),
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/** Agreed deposit amount captured at reservation-agreement time. Lets
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* the payments running-total decide when the deposit is "fully paid"
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* and the stage advances automatically. */
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depositExpectedAmount: numeric('deposit_expected_amount'),
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depositExpectedCurrency: text('deposit_expected_currency').default('EUR'),
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dateFirstContact: timestamp('date_first_contact', { withTimezone: true }),
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dateLastContact: timestamp('date_last_contact', { withTimezone: true }),
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dateEoiSent: timestamp('date_eoi_sent', { withTimezone: true }),
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dateEoiSigned: timestamp('date_eoi_signed', { withTimezone: true }),
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dateReservationSigned: timestamp('date_reservation_signed', { withTimezone: true }),
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dateContractSent: timestamp('date_contract_sent', { withTimezone: true }),
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dateContractSigned: timestamp('date_contract_signed', { withTimezone: true }),
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dateDepositReceived: timestamp('date_deposit_received', { withTimezone: true }),
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reminderEnabled: boolean('reminder_enabled').notNull().default(false),
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reminderDays: integer('reminder_days'),
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reminderLastFired: timestamp('reminder_last_fired', { withTimezone: true }),
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/** Terminal outcome. Independent of pipelineStage - `outcome` is set
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* alongside the stage transition to `completed` to distinguish won
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* deals from the various lost variants. NULL while the interest is
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* still active. */
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outcome: text('outcome'), // 'won' | 'lost_other_marina' | 'lost_unqualified' | 'lost_no_response' | 'cancelled'
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/** Free-text reason captured at the time the outcome is set. Surfaces
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* in the timeline + reports. */
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outcomeReason: text('outcome_reason'),
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/** When the outcome was decided. Lets us age 'how long ago did we lose'. */
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outcomeAt: timestamp('outcome_at', { withTimezone: true }),
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/** Recommender inputs - dual-stored. ft is the canonical unit the
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* recommender SQL queries on; m is the human-friendly entry the rep
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* may have actually typed. The matching `*_unit` column says which
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* side is source-of-truth — display prefers that side and recomputes
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* the other so the rep's literal entry doesn't drift through repeated
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* conversions. Resolver treats nulls as "no constraint" on that axis. */
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desiredLengthFt: numeric('desired_length_ft'),
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desiredWidthFt: numeric('desired_width_ft'),
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desiredDraftFt: numeric('desired_draft_ft'),
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desiredLengthM: numeric('desired_length_m'),
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desiredWidthM: numeric('desired_width_m'),
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desiredDraftM: numeric('desired_draft_m'),
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desiredLengthUnit: text('desired_length_unit').notNull().default('ft'),
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desiredWidthUnit: text('desired_width_unit').notNull().default('ft'),
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desiredDraftUnit: text('desired_draft_unit').notNull().default('ft'),
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archivedAt: timestamp('archived_at', { withTimezone: true }),
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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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index('idx_interests_port').on(table.portId),
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index('idx_interests_client').on(table.clientId),
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index('idx_interests_yacht').on(table.yachtId),
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index('idx_interests_stage').on(table.portId, table.pipelineStage),
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index('idx_interests_archived')
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.on(table.portId)
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.where(sql`${table.archivedAt} IS NULL`),
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index('idx_interests_outcome').on(table.portId, table.outcome),
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index('idx_interests_assigned_to').on(table.assignedTo),
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],
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);
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/**
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* Many-to-many junction between interests and berths.
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*
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* Replaces the old single-berth `interests.berth_id` column. Each row
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* carries three role flags so a rep can model "actively pitching this
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* berth" vs "covered by the EOI bundle but not pitched" vs "primary
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* berth for the deal" independently:
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*
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* - is_primary : at most one row per interest is the primary;
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* templates / forms / "the berth for this deal"
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* semantics resolve through this row.
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* - is_specific_interest : true = berth shows as "Under Offer" on the
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* public map. false = legal/EOI-only link.
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* - is_in_eoi_bundle : covered by the interest's EOI signature.
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*
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* EOI bypass: when the interest has a signed primary EOI but a specific
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* berth in the bundle still needs its own EOI, a rep records the bypass
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* reason here.
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*/
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export const interestBerths = pgTable(
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'interest_berths',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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interestId: text('interest_id')
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.notNull()
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.references(() => interests.id, { onDelete: 'cascade' }),
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berthId: text('berth_id')
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.notNull()
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.references(() => berths.id, { onDelete: 'restrict' }),
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isPrimary: boolean('is_primary').notNull().default(false),
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isSpecificInterest: boolean('is_specific_interest').notNull().default(true),
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isInEoiBundle: boolean('is_in_eoi_bundle').notNull().default(false),
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eoiBypassReason: text('eoi_bypass_reason'),
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eoiBypassedBy: text('eoi_bypassed_by'),
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eoiBypassedAt: timestamp('eoi_bypassed_at', { withTimezone: true }),
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addedBy: text('added_by'),
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addedAt: timestamp('added_at', { withTimezone: true }).notNull().defaultNow(),
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notes: text('notes'),
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},
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(table) => [
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uniqueIndex('idx_ib_interest_berth').on(table.interestId, table.berthId),
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uniqueIndex('idx_ib_one_primary')
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.on(table.interestId)
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.where(sql`${table.isPrimary} = true`),
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index('idx_ib_berth').on(table.berthId),
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index('idx_ib_specific')
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.on(table.berthId)
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.where(sql`${table.isSpecificInterest} = true`),
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],
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);
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export const interestNotes = pgTable(
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'interest_notes',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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interestId: text('interest_id')
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.notNull()
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.references(() => interests.id, { onDelete: 'cascade' }),
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authorId: text('author_id').notNull(), // user ID
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content: text('content').notNull(),
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mentions: text('mentions').array(), // array of mentioned user IDs
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isLocked: boolean('is_locked').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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(table) => [index('idx_in_interest').on(table.interestId)],
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);
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export const interestTags = pgTable(
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'interest_tags',
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{
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interestId: text('interest_id')
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.notNull()
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.references(() => interests.id, { onDelete: 'cascade' }),
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tagId: text('tag_id').notNull(), // references tags.id
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},
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(table) => [primaryKey({ columns: [table.interestId, table.tagId] })],
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);
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export type Interest = typeof interests.$inferSelect;
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export type NewInterest = typeof interests.$inferInsert;
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export type InterestNote = typeof interestNotes.$inferSelect;
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export type NewInterestNote = typeof interestNotes.$inferInsert;
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export type InterestBerth = typeof interestBerths.$inferSelect;
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export type NewInterestBerth = typeof interestBerths.$inferInsert;
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