Add project board, loyalty club, and if/then automations.

Separate modules for post-sales kanban, person points/tiers, and deal-won/ticket-resolved rules without overlapping the sales pipeline.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
2026-08-30 09:42:07 +03:30
co-authored by Cursor
parent 2e6c4779ab
commit c2bfa7749d
29 changed files with 3126 additions and 9 deletions
@@ -0,0 +1,112 @@
-- CreateEnum
CREATE TYPE "AutomationTrigger" AS ENUM ('deal_won', 'ticket_resolved');
-- CreateEnum
CREATE TYPE "AutomationAction" AS ENUM ('create_activity', 'create_notification', 'add_loyalty_points');
-- CreateTable
CREATE TABLE "ProjectBoard" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"name" TEXT NOT NULL,
"isDefault" BOOLEAN NOT NULL DEFAULT false,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "ProjectBoard_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "ProjectBoardStage" (
"id" TEXT NOT NULL,
"boardId" TEXT NOT NULL,
"name" TEXT NOT NULL,
"position" INTEGER NOT NULL,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "ProjectBoardStage_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "ProjectCard" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"boardId" TEXT NOT NULL,
"stageId" TEXT NOT NULL,
"title" TEXT NOT NULL,
"notes" TEXT,
"position" INTEGER NOT NULL DEFAULT 0,
"personId" TEXT,
"companyId" TEXT,
"dealId" TEXT,
"ownerId" TEXT,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "ProjectCard_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "LoyaltyTier" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"name" TEXT NOT NULL,
"minPoints" INTEGER NOT NULL DEFAULT 0,
"position" INTEGER NOT NULL DEFAULT 0,
"color" TEXT,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "LoyaltyTier_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "AutomationRule" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"name" TEXT NOT NULL,
"isActive" BOOLEAN NOT NULL DEFAULT true,
"trigger" "AutomationTrigger" NOT NULL,
"action" "AutomationAction" NOT NULL,
"config" JSONB NOT NULL DEFAULT '{}',
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "AutomationRule_pkey" PRIMARY KEY ("id")
);
-- AlterTable
ALTER TABLE "Person" ADD COLUMN "loyaltyPoints" INTEGER NOT NULL DEFAULT 0;
ALTER TABLE "Person" ADD COLUMN "loyaltyTierId" TEXT;
-- CreateIndex
CREATE INDEX "ProjectBoard_organizationId_idx" ON "ProjectBoard"("organizationId");
CREATE INDEX "ProjectBoard_organizationId_isDefault_idx" ON "ProjectBoard"("organizationId", "isDefault");
CREATE INDEX "ProjectBoardStage_boardId_position_idx" ON "ProjectBoardStage"("boardId", "position");
CREATE INDEX "ProjectCard_organizationId_idx" ON "ProjectCard"("organizationId");
CREATE INDEX "ProjectCard_boardId_stageId_idx" ON "ProjectCard"("boardId", "stageId");
CREATE INDEX "ProjectCard_stageId_position_idx" ON "ProjectCard"("stageId", "position");
CREATE INDEX "ProjectCard_personId_idx" ON "ProjectCard"("personId");
CREATE INDEX "ProjectCard_companyId_idx" ON "ProjectCard"("companyId");
CREATE INDEX "ProjectCard_dealId_idx" ON "ProjectCard"("dealId");
CREATE INDEX "ProjectCard_ownerId_idx" ON "ProjectCard"("ownerId");
CREATE INDEX "LoyaltyTier_organizationId_position_idx" ON "LoyaltyTier"("organizationId", "position");
CREATE INDEX "LoyaltyTier_organizationId_minPoints_idx" ON "LoyaltyTier"("organizationId", "minPoints");
CREATE INDEX "AutomationRule_organizationId_isActive_trigger_idx" ON "AutomationRule"("organizationId", "isActive", "trigger");
CREATE INDEX "Person_organizationId_loyaltyPoints_idx" ON "Person"("organizationId", "loyaltyPoints");
CREATE INDEX "Person_loyaltyTierId_idx" ON "Person"("loyaltyTierId");
-- AddForeignKey
ALTER TABLE "Person" ADD CONSTRAINT "Person_loyaltyTierId_fkey" FOREIGN KEY ("loyaltyTierId") REFERENCES "LoyaltyTier"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "ProjectBoard" ADD CONSTRAINT "ProjectBoard_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ProjectBoardStage" ADD CONSTRAINT "ProjectBoardStage_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "ProjectBoard"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "ProjectBoard"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_stageId_fkey" FOREIGN KEY ("stageId") REFERENCES "ProjectBoardStage"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_companyId_fkey" FOREIGN KEY ("companyId") REFERENCES "Company"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_dealId_fkey" FOREIGN KEY ("dealId") REFERENCES "Deal"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_ownerId_fkey" FOREIGN KEY ("ownerId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
ALTER TABLE "LoyaltyTier" ADD CONSTRAINT "LoyaltyTier_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "AutomationRule" ADD CONSTRAINT "AutomationRule_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;