Hammer
229b9407c2
- New client_documents table with file upload/download/delete API - New client_goals table with full CRUD and dashboard overview - New referrals table with stats (top referrers, conversion rate) - All routes follow existing auth middleware pattern
446 lines
17 KiB
TypeScript
446 lines
17 KiB
TypeScript
import { pgTable, text, timestamp, uuid, boolean, jsonb, integer, numeric } from 'drizzle-orm/pg-core';
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import { relations } from 'drizzle-orm';
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// Users table (managed by BetterAuth - uses text IDs)
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export const users = pgTable('users', {
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id: text('id').primaryKey(),
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email: text('email').notNull().unique(),
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name: text('name').notNull(),
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emailVerified: boolean('email_verified').default(false),
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image: text('image'),
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role: text('role').default('user'), // 'admin' | 'user'
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// Invites table
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export const invites = pgTable('invites', {
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id: uuid('id').primaryKey().defaultRandom(),
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email: text('email').notNull(),
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name: text('name').notNull(),
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role: text('role').default('user').notNull(),
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token: text('token').notNull().unique(),
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invitedBy: text('invited_by').references(() => users.id, { onDelete: 'set null' }),
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status: text('status').default('pending').notNull(), // 'pending' | 'accepted' | 'expired'
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expiresAt: timestamp('expires_at').notNull(),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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});
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// Password reset tokens
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export const passwordResetTokens = pgTable('password_reset_tokens', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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token: text('token').notNull().unique(),
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expiresAt: timestamp('expires_at').notNull(),
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usedAt: timestamp('used_at'),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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});
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// User profile (additional settings beyond BetterAuth)
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export const userProfiles = pgTable('user_profiles', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull().unique(),
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title: text('title'), // e.g., "Senior Wealth Advisor"
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company: text('company'), // e.g., "ABC Financial Group"
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phone: text('phone'),
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emailSignature: text('email_signature'), // Custom signature block
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communicationStyle: jsonb('communication_style').$type<{
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tone?: 'formal' | 'friendly' | 'casual';
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greeting?: string;
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signoff?: string;
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writingSamples?: string[];
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avoidWords?: string[];
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}>(),
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onboardingComplete: boolean('onboarding_complete').default(false),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// BetterAuth session table
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export const sessions = pgTable('sessions', {
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id: text('id').primaryKey(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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token: text('token').notNull().unique(),
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expiresAt: timestamp('expires_at').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').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// BetterAuth account table (for OAuth providers)
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export const accounts = pgTable('accounts', {
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id: text('id').primaryKey(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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accountId: text('account_id').notNull(),
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providerId: text('provider_id').notNull(),
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accessToken: text('access_token'),
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refreshToken: text('refresh_token'),
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accessTokenExpiresAt: timestamp('access_token_expires_at'),
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refreshTokenExpiresAt: timestamp('refresh_token_expires_at'),
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scope: text('scope'),
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idToken: text('id_token'),
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password: text('password'),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// BetterAuth verification table
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export const verifications = pgTable('verifications', {
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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').notNull(),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// Clients table
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export const clients = pgTable('clients', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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// Basic info
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firstName: text('first_name').notNull(),
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lastName: text('last_name').notNull(),
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email: text('email'),
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phone: text('phone'),
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// Address
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street: text('street'),
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city: text('city'),
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state: text('state'),
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zip: text('zip'),
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// Professional
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company: text('company'),
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role: text('role'),
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industry: text('industry'),
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// Personal
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birthday: timestamp('birthday'),
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anniversary: timestamp('anniversary'),
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interests: jsonb('interests').$type<string[]>().default([]),
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family: jsonb('family').$type<{ spouse?: string; children?: string[] }>(),
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notes: text('notes'),
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// Organization
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tags: jsonb('tags').$type<string[]>().default([]),
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stage: text('stage').default('lead'), // 'lead' | 'prospect' | 'onboarding' | 'active' | 'inactive'
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// Tracking
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lastContactedAt: timestamp('last_contacted_at'),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// Events table (birthdays, anniversaries, follow-ups)
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export const events = pgTable('events', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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clientId: uuid('client_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
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type: text('type').notNull(), // 'birthday' | 'anniversary' | 'followup' | 'custom'
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title: text('title').notNull(),
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date: timestamp('date').notNull(),
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recurring: boolean('recurring').default(false),
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reminderDays: integer('reminder_days').default(7),
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lastTriggered: timestamp('last_triggered'),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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});
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// Communications table (emails, messages)
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export const communications = pgTable('communications', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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clientId: uuid('client_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
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type: text('type').notNull(), // 'email' | 'birthday' | 'followup'
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subject: text('subject'),
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content: text('content').notNull(),
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aiGenerated: boolean('ai_generated').default(false),
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aiModel: text('ai_model'), // Which model was used
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status: text('status').default('draft'), // 'draft' | 'approved' | 'sent'
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sentAt: timestamp('sent_at'),
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batchId: text('batch_id'), // for grouping bulk sends
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createdAt: timestamp('created_at').defaultNow().notNull(),
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});
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// Notifications table
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export const notifications = pgTable('notifications', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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type: text('type').notNull(), // 'event_reminder' | 'interaction' | 'system'
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title: text('title').notNull(),
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message: text('message').notNull(),
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read: boolean('read').default(false),
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clientId: uuid('client_id').references(() => clients.id, { onDelete: 'set null' }),
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eventId: uuid('event_id').references(() => events.id, { onDelete: 'set null' }),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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});
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// Interactions table (touchpoint logging)
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export const interactions = pgTable('interactions', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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clientId: uuid('client_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
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type: text('type').notNull(), // 'call' | 'meeting' | 'email' | 'note' | 'other'
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title: text('title').notNull(),
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description: text('description'),
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duration: integer('duration'), // in minutes
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contactedAt: timestamp('contacted_at').notNull(),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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});
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// Client notes table
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export const clientNotes = pgTable('client_notes', {
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id: uuid('id').primaryKey().defaultRandom(),
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clientId: uuid('client_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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content: text('content').notNull(),
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pinned: boolean('pinned').default(false),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// Email templates table
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export const emailTemplates = pgTable('email_templates', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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name: text('name').notNull(),
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category: text('category').notNull(), // 'follow-up' | 'birthday' | 'introduction' | 'check-in' | 'thank-you' | 'custom'
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subject: text('subject').notNull(),
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content: text('content').notNull(), // supports {{firstName}}, {{lastName}}, {{company}} placeholders
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isDefault: boolean('is_default').default(false), // mark as default for category
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usageCount: integer('usage_count').default(0),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// Saved client filters / segments
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export const clientSegments = pgTable('client_segments', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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name: text('name').notNull(),
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description: text('description'),
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filters: jsonb('filters').$type<{
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stages?: string[];
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tags?: string[];
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industries?: string[];
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cities?: string[];
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states?: string[];
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lastContactedBefore?: string; // ISO date
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lastContactedAfter?: string;
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createdBefore?: string;
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createdAfter?: string;
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hasEmail?: boolean;
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hasPhone?: boolean;
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search?: string;
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}>().notNull(),
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color: text('color').default('#3b82f6'), // badge color
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pinned: boolean('pinned').default(false),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// Audit logs table (compliance)
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export const auditLogs = pgTable('audit_logs', {
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id: uuid('id').primaryKey().defaultRandom(),
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userId: text('user_id').references(() => users.id, { onDelete: 'set null' }),
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action: text('action').notNull(), // 'create' | 'update' | 'delete' | 'view' | 'send' | 'login' | 'logout' | 'password_change'
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entityType: text('entity_type').notNull(), // 'client' | 'email' | 'event' | 'template' | 'segment' | 'user' | 'auth' | etc
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entityId: text('entity_id'), // ID of the affected entity
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details: jsonb('details').$type<Record<string, unknown>>(), // what changed
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ipAddress: text('ip_address'),
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userAgent: text('user_agent'),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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});
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// Client Documents table (file attachments)
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export const clientDocuments = pgTable('client_documents', {
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id: uuid('id').primaryKey().defaultRandom(),
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clientId: uuid('client_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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name: text('name').notNull(), // user-facing display name
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filename: text('filename').notNull(), // actual filename on disk
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mimeType: text('mime_type').notNull(),
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size: integer('size').notNull(), // bytes
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category: text('category').default('other').notNull(), // 'contract' | 'agreement' | 'id' | 'statement' | 'correspondence' | 'other'
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path: text('path').notNull(), // filesystem path
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notes: text('notes'),
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createdAt: timestamp('created_at').defaultNow().notNull(),
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});
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// Client Goals / Financial Objectives table
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export const clientGoals = pgTable('client_goals', {
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id: uuid('id').primaryKey().defaultRandom(),
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clientId: uuid('client_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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title: text('title').notNull(),
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description: text('description'),
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category: text('category').default('other').notNull(), // 'retirement' | 'investment' | 'savings' | 'insurance' | 'estate' | 'education' | 'debt' | 'other'
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targetAmount: numeric('target_amount', { precision: 15, scale: 2 }),
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currentAmount: numeric('current_amount', { precision: 15, scale: 2 }).default('0'),
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targetDate: timestamp('target_date'),
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status: text('status').default('on-track').notNull(), // 'on-track' | 'at-risk' | 'behind' | 'completed'
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priority: text('priority').default('medium').notNull(), // 'high' | 'medium' | 'low'
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// Referrals table
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export const referrals = pgTable('referrals', {
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id: uuid('id').primaryKey().defaultRandom(),
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referrerId: uuid('referrer_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
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referredId: uuid('referred_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
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userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
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type: text('type').default('client').notNull(), // 'client' | 'partner' | 'event'
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notes: text('notes'),
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status: text('status').default('pending').notNull(), // 'pending' | 'contacted' | 'converted' | 'lost'
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value: numeric('value', { precision: 15, scale: 2 }), // estimated deal value
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createdAt: timestamp('created_at').defaultNow().notNull(),
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updatedAt: timestamp('updated_at').defaultNow().notNull(),
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});
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// Relations
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export const usersRelations = relations(users, ({ many }) => ({
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clients: many(clients),
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events: many(events),
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communications: many(communications),
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notifications: many(notifications),
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interactions: many(interactions),
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sessions: many(sessions),
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accounts: many(accounts),
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emailTemplates: many(emailTemplates),
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clientSegments: many(clientSegments),
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}));
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export const emailTemplatesRelations = relations(emailTemplates, ({ one }) => ({
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user: one(users, {
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fields: [emailTemplates.userId],
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references: [users.id],
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}),
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}));
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export const clientSegmentsRelations = relations(clientSegments, ({ one }) => ({
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user: one(users, {
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fields: [clientSegments.userId],
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references: [users.id],
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}),
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}));
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export const clientsRelations = relations(clients, ({ one, many }) => ({
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user: one(users, {
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fields: [clients.userId],
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references: [users.id],
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}),
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events: many(events),
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communications: many(communications),
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notes: many(clientNotes),
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interactions: many(interactions),
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documents: many(clientDocuments),
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goals: many(clientGoals),
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referralsMade: many(referrals, { relationName: 'referrer' }),
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referralsReceived: many(referrals, { relationName: 'referred' }),
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}));
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export const clientDocumentsRelations = relations(clientDocuments, ({ one }) => ({
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client: one(clients, {
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fields: [clientDocuments.clientId],
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references: [clients.id],
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}),
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user: one(users, {
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fields: [clientDocuments.userId],
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references: [users.id],
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}),
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}));
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export const clientGoalsRelations = relations(clientGoals, ({ one }) => ({
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client: one(clients, {
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fields: [clientGoals.clientId],
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references: [clients.id],
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}),
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user: one(users, {
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fields: [clientGoals.userId],
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references: [users.id],
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}),
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}));
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export const referralsRelations = relations(referrals, ({ one }) => ({
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referrer: one(clients, {
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fields: [referrals.referrerId],
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references: [clients.id],
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relationName: 'referrer',
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}),
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referred: one(clients, {
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fields: [referrals.referredId],
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references: [clients.id],
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relationName: 'referred',
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}),
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user: one(users, {
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fields: [referrals.userId],
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references: [users.id],
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}),
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}));
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export const notificationsRelations = relations(notifications, ({ one }) => ({
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user: one(users, {
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fields: [notifications.userId],
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references: [users.id],
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}),
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client: one(clients, {
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fields: [notifications.clientId],
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references: [clients.id],
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}),
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event: one(events, {
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fields: [notifications.eventId],
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references: [events.id],
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}),
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}));
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export const interactionsRelations = relations(interactions, ({ one }) => ({
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user: one(users, {
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fields: [interactions.userId],
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references: [users.id],
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}),
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client: one(clients, {
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fields: [interactions.clientId],
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references: [clients.id],
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}),
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}));
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export const clientNotesRelations = relations(clientNotes, ({ one }) => ({
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client: one(clients, {
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fields: [clientNotes.clientId],
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references: [clients.id],
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}),
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user: one(users, {
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fields: [clientNotes.userId],
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references: [users.id],
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}),
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}));
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export const eventsRelations = relations(events, ({ one }) => ({
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user: one(users, {
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fields: [events.userId],
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references: [users.id],
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}),
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client: one(clients, {
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fields: [events.clientId],
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references: [clients.id],
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}),
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}));
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export const communicationsRelations = relations(communications, ({ one }) => ({
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user: one(users, {
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fields: [communications.userId],
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references: [users.id],
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}),
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client: one(clients, {
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fields: [communications.clientId],
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references: [clients.id],
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}),
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|
}));
|