238 lines
14 KiB
SQL
238 lines
14 KiB
SQL
-- Monaco USA Portal 2026 - Onboarding Payment Tracking
|
|
-- Track new member payment deadlines for the 30-day payment window
|
|
|
|
-- ============================================
|
|
-- ADD PAYMENT TRACKING COLUMNS TO MEMBERS
|
|
-- ============================================
|
|
|
|
-- Payment deadline for new signups (30 days from onboarding completion)
|
|
ALTER TABLE public.members ADD COLUMN IF NOT EXISTS payment_deadline TIMESTAMPTZ;
|
|
|
|
-- Track when onboarding was completed
|
|
ALTER TABLE public.members ADD COLUMN IF NOT EXISTS onboarding_completed_at TIMESTAMPTZ;
|
|
|
|
-- Index for efficient reminder queries (only index non-null deadlines)
|
|
CREATE INDEX IF NOT EXISTS idx_members_payment_deadline ON public.members(payment_deadline)
|
|
WHERE payment_deadline IS NOT NULL;
|
|
|
|
-- ============================================
|
|
-- ADD ONBOARDING REMINDER TYPES TO LOGS TABLE
|
|
-- ============================================
|
|
|
|
-- Update the check constraint on dues_reminder_logs to include onboarding types
|
|
ALTER TABLE public.dues_reminder_logs DROP CONSTRAINT IF EXISTS dues_reminder_logs_reminder_type_check;
|
|
ALTER TABLE public.dues_reminder_logs ADD CONSTRAINT dues_reminder_logs_reminder_type_check
|
|
CHECK (reminder_type IN (
|
|
'due_soon_30', 'due_soon_7', 'due_soon_1', 'overdue', 'grace_period', 'inactive_notice',
|
|
'onboarding_welcome', 'onboarding_reminder_7', 'onboarding_reminder_1', 'onboarding_expired'
|
|
));
|
|
|
|
-- ============================================
|
|
-- ADD EMAIL TEMPLATES FOR ONBOARDING REMINDERS
|
|
-- ============================================
|
|
|
|
-- Welcome email with payment instructions (sent immediately after onboarding)
|
|
INSERT INTO public.email_templates (template_key, template_name, category, subject, body_html, body_text, is_active, is_system, variables_schema) VALUES
|
|
(
|
|
'onboarding_welcome',
|
|
'Welcome - Complete Your Membership',
|
|
'onboarding',
|
|
'Welcome to Monaco USA - Complete Your Membership',
|
|
'<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Dear {{first_name}},</p>
|
|
<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Welcome to Monaco USA! We''re thrilled to have you join our community of Americans living in and connected to Monaco.</p>
|
|
<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Your account has been created and you now have <strong>30 days</strong> to complete your membership by paying your annual dues.</p>
|
|
<div style="background: #f0fdf4; border: 1px solid #bbf7d0; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
|
|
<p style="margin: 0 0 8px 0; color: #166534; font-size: 14px; font-weight: 600;">Your Membership Details:</p>
|
|
<p style="margin: 0 0 4px 0; color: #166534; font-size: 14px;"><strong>Member ID:</strong> {{member_id}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #166534; font-size: 14px;"><strong>Annual Dues:</strong> {{amount}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #166534; font-size: 14px;"><strong>Payment Deadline:</strong> {{payment_deadline}}</p>
|
|
</div>
|
|
<div style="background: #dbeafe; border: 1px solid #93c5fd; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
|
|
<p style="margin: 0 0 8px 0; color: #1e40af; font-size: 14px; font-weight: 600;">Bank Transfer Details:</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Account Holder:</strong> {{account_holder}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Bank:</strong> {{bank_name}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>IBAN:</strong> {{iban}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Reference:</strong> {{member_id}}</p>
|
|
</div>
|
|
<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">In the meantime, explore your new member dashboard and connect with our community:</p>
|
|
<p style="margin: 0 0 20px 0; text-align: center;">
|
|
<a href="{{portal_url}}" style="display: inline-block; background: #CE1126; color: white; padding: 12px 24px; border-radius: 8px; text-decoration: none; font-weight: 600;">Go to Dashboard</a>
|
|
</p>
|
|
<p style="margin: 0; color: #64748b; font-size: 14px; text-align: center;">Questions? Contact us at contact@monacousa.org</p>',
|
|
'Dear {{first_name}},
|
|
|
|
Welcome to Monaco USA! We''re thrilled to have you join our community of Americans living in and connected to Monaco.
|
|
|
|
Your account has been created and you now have 30 days to complete your membership by paying your annual dues.
|
|
|
|
Your Membership Details:
|
|
- Member ID: {{member_id}}
|
|
- Annual Dues: {{amount}}
|
|
- Payment Deadline: {{payment_deadline}}
|
|
|
|
Bank Transfer Details:
|
|
- Account Holder: {{account_holder}}
|
|
- Bank: {{bank_name}}
|
|
- IBAN: {{iban}}
|
|
- Reference: {{member_id}}
|
|
|
|
Visit your dashboard: {{portal_url}}
|
|
|
|
Questions? Contact us at contact@monacousa.org',
|
|
true,
|
|
true,
|
|
'{"first_name": "Member first name", "member_id": "Member ID", "amount": "Annual dues amount", "payment_deadline": "Payment deadline date", "account_holder": "Bank account holder", "bank_name": "Bank name", "iban": "IBAN number", "portal_url": "Portal URL"}'
|
|
) ON CONFLICT (template_key) DO NOTHING;
|
|
|
|
-- 7 days left reminder
|
|
INSERT INTO public.email_templates (template_key, template_name, category, subject, body_html, body_text, is_active, is_system, variables_schema) VALUES
|
|
(
|
|
'onboarding_reminder_7',
|
|
'Onboarding Reminder - 7 Days Left',
|
|
'onboarding',
|
|
'7 Days Left to Complete Your Monaco USA Membership',
|
|
'<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Dear {{first_name}},</p>
|
|
<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">You have <strong style="color: #d97706;">7 days left</strong> to complete your Monaco USA membership by paying your annual dues.</p>
|
|
<div style="background: #fef3c7; border: 1px solid #fcd34d; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
|
|
<p style="margin: 0 0 8px 0; color: #92400e; font-size: 14px; font-weight: 600;">Payment Due:</p>
|
|
<p style="margin: 0 0 4px 0; color: #78350f; font-size: 14px;"><strong>Amount:</strong> {{amount}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #78350f; font-size: 14px;"><strong>Deadline:</strong> {{payment_deadline}}</p>
|
|
</div>
|
|
<div style="background: #dbeafe; border: 1px solid #93c5fd; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
|
|
<p style="margin: 0 0 8px 0; color: #1e40af; font-size: 14px; font-weight: 600;">Bank Transfer Details:</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Account Holder:</strong> {{account_holder}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Bank:</strong> {{bank_name}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>IBAN:</strong> {{iban}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Reference:</strong> {{member_id}}</p>
|
|
</div>
|
|
<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">After the deadline, your account will be marked as inactive and you''ll lose access to member features.</p>
|
|
<p style="margin: 0 0 20px 0; text-align: center;">
|
|
<a href="{{portal_url}}" style="display: inline-block; background: #CE1126; color: white; padding: 12px 24px; border-radius: 8px; text-decoration: none; font-weight: 600;">View My Account</a>
|
|
</p>',
|
|
'Dear {{first_name}},
|
|
|
|
You have 7 days left to complete your Monaco USA membership by paying your annual dues.
|
|
|
|
Payment Due:
|
|
- Amount: {{amount}}
|
|
- Deadline: {{payment_deadline}}
|
|
|
|
Bank Transfer Details:
|
|
- Account Holder: {{account_holder}}
|
|
- Bank: {{bank_name}}
|
|
- IBAN: {{iban}}
|
|
- Reference: {{member_id}}
|
|
|
|
After the deadline, your account will be marked as inactive.
|
|
|
|
Visit: {{portal_url}}',
|
|
true,
|
|
true,
|
|
'{"first_name": "Member first name", "member_id": "Member ID", "amount": "Annual dues amount", "payment_deadline": "Payment deadline date", "account_holder": "Bank account holder", "bank_name": "Bank name", "iban": "IBAN number", "portal_url": "Portal URL"}'
|
|
) ON CONFLICT (template_key) DO NOTHING;
|
|
|
|
-- Last day reminder (urgent)
|
|
INSERT INTO public.email_templates (template_key, template_name, category, subject, body_html, body_text, is_active, is_system, variables_schema) VALUES
|
|
(
|
|
'onboarding_reminder_1',
|
|
'Onboarding Reminder - Last Day',
|
|
'onboarding',
|
|
'URGENT: Last Day to Complete Your Monaco USA Membership',
|
|
'<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Dear {{first_name}},</p>
|
|
<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;"><strong style="color: #dc2626;">Today is your last day</strong> to complete your Monaco USA membership payment.</p>
|
|
<div style="background: #fef2f2; border: 1px solid #fecaca; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
|
|
<p style="margin: 0 0 8px 0; color: #991b1b; font-size: 14px; font-weight: 600;">Payment Required Today:</p>
|
|
<p style="margin: 0 0 4px 0; color: #7f1d1d; font-size: 14px;"><strong>Amount:</strong> {{amount}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #7f1d1d; font-size: 14px;"><strong>Deadline:</strong> {{payment_deadline}}</p>
|
|
</div>
|
|
<div style="background: #dbeafe; border: 1px solid #93c5fd; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
|
|
<p style="margin: 0 0 8px 0; color: #1e40af; font-size: 14px; font-weight: 600;">Bank Transfer Details:</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Account Holder:</strong> {{account_holder}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Bank:</strong> {{bank_name}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>IBAN:</strong> {{iban}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Reference:</strong> {{member_id}}</p>
|
|
</div>
|
|
<p style="margin: 0 0 16px 0; color: #dc2626; line-height: 1.6; font-weight: 600;">If we don''t receive your payment today, your account will be marked as inactive tomorrow.</p>
|
|
<p style="margin: 0 0 20px 0; text-align: center;">
|
|
<a href="{{portal_url}}" style="display: inline-block; background: #dc2626; color: white; padding: 12px 24px; border-radius: 8px; text-decoration: none; font-weight: 600;">Complete Payment Now</a>
|
|
</p>',
|
|
'Dear {{first_name}},
|
|
|
|
TODAY IS YOUR LAST DAY to complete your Monaco USA membership payment.
|
|
|
|
Payment Required Today:
|
|
- Amount: {{amount}}
|
|
- Deadline: {{payment_deadline}}
|
|
|
|
Bank Transfer Details:
|
|
- Account Holder: {{account_holder}}
|
|
- Bank: {{bank_name}}
|
|
- IBAN: {{iban}}
|
|
- Reference: {{member_id}}
|
|
|
|
If we don''t receive your payment today, your account will be marked as inactive tomorrow.
|
|
|
|
Visit: {{portal_url}}',
|
|
true,
|
|
true,
|
|
'{"first_name": "Member first name", "member_id": "Member ID", "amount": "Annual dues amount", "payment_deadline": "Payment deadline date", "account_holder": "Bank account holder", "bank_name": "Bank name", "iban": "IBAN number", "portal_url": "Portal URL"}'
|
|
) ON CONFLICT (template_key) DO NOTHING;
|
|
|
|
-- Account marked inactive (deadline passed)
|
|
INSERT INTO public.email_templates (template_key, template_name, category, subject, body_html, body_text, is_active, is_system, variables_schema) VALUES
|
|
(
|
|
'onboarding_expired',
|
|
'Onboarding Expired - Account Inactive',
|
|
'onboarding',
|
|
'Your Monaco USA Account Has Been Marked Inactive',
|
|
'<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Dear {{first_name}},</p>
|
|
<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Your 30-day payment window has expired and your Monaco USA account has been marked as <strong style="color: #dc2626;">INACTIVE</strong>.</p>
|
|
<div style="background: #fef2f2; border: 1px solid #fecaca; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
|
|
<p style="margin: 0 0 8px 0; color: #991b1b; font-size: 14px; font-weight: 600;">Account Status:</p>
|
|
<p style="margin: 0 0 4px 0; color: #7f1d1d; font-size: 14px;"><strong>Status:</strong> Inactive</p>
|
|
<p style="margin: 0 0 4px 0; color: #7f1d1d; font-size: 14px;"><strong>Outstanding Amount:</strong> {{amount}}</p>
|
|
</div>
|
|
<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">As an inactive member, you no longer have access to:</p>
|
|
<ul style="margin: 0 0 16px 0; padding-left: 20px; color: #334155;">
|
|
<li>Member-only events</li>
|
|
<li>Member directory</li>
|
|
<li>Member communications</li>
|
|
</ul>
|
|
<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">To reactivate your membership, please complete your dues payment:</p>
|
|
<div style="background: #dbeafe; border: 1px solid #93c5fd; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
|
|
<p style="margin: 0 0 8px 0; color: #1e40af; font-size: 14px; font-weight: 600;">Bank Transfer Details:</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Account Holder:</strong> {{account_holder}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Bank:</strong> {{bank_name}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>IBAN:</strong> {{iban}}</p>
|
|
<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Reference:</strong> {{member_id}}</p>
|
|
</div>
|
|
<p style="margin: 0 0 20px 0; text-align: center;">
|
|
<a href="{{portal_url}}" style="display: inline-block; background: #CE1126; color: white; padding: 12px 24px; border-radius: 8px; text-decoration: none; font-weight: 600;">Reactivate My Account</a>
|
|
</p>
|
|
<p style="margin: 0; color: #64748b; font-size: 14px; text-align: center;">Questions? Contact us at contact@monacousa.org</p>',
|
|
'Dear {{first_name}},
|
|
|
|
Your 30-day payment window has expired and your Monaco USA account has been marked as INACTIVE.
|
|
|
|
Account Status:
|
|
- Status: Inactive
|
|
- Outstanding Amount: {{amount}}
|
|
|
|
As an inactive member, you no longer have access to member-only events, directory, and communications.
|
|
|
|
To reactivate your membership, please pay your dues:
|
|
|
|
Bank Transfer Details:
|
|
- Account Holder: {{account_holder}}
|
|
- Bank: {{bank_name}}
|
|
- IBAN: {{iban}}
|
|
- Reference: {{member_id}}
|
|
|
|
Visit: {{portal_url}}
|
|
|
|
Questions? Contact us at contact@monacousa.org',
|
|
true,
|
|
true,
|
|
'{"first_name": "Member first name", "member_id": "Member ID", "amount": "Annual dues amount", "account_holder": "Bank account holder", "bank_name": "Bank name", "iban": "IBAN number", "portal_url": "Portal URL"}'
|
|
) ON CONFLICT (template_key) DO NOTHING;
|