@fayz-ai/plugin-forms 0.2.0 → 0.8.0

package/src/migrations/002_document_archetype.sql

@@ -1,16 +1,26 @@
 -- ============================================================
--- Document Archetype — saas_core.documents
+-- Document Archetype — public.documents
 -- A document is any record associated with a person (or standalone):
 -- forms, images, attachments, prescriptions, contracts, etc.
 -- The `kind` column discriminates the type.
+--
+-- DATA SAFETY (converted pools): plg_forms_documents may already hold REAL
+-- rows in its PRE-archetype shape (its own `id` PK, no `document_id` column —
+-- see 001_frm_base.sql). This migration MIGRATES those rows into the new
+-- document archetype instead of dropping them:
+--   * pre-archetype + rows   -> copy each legacy row into public.documents
+--                               (reusing its id) + into the new extension
+--                               table, migrate its files, then drop legacy.
+--   * pre-archetype + empty  -> plain drop + create (fresh shape).
+--   * already new shape      -> no-op.
 -- ============================================================
 
-CREATE TABLE IF NOT EXISTS saas_core.documents (
+CREATE TABLE IF NOT EXISTS public.documents (
   id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
-  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
   kind text NOT NULL DEFAULT 'attachment',
   -- kind: 'form', 'image', 'attachment', 'prescription', 'contract', etc.
-  person_id uuid REFERENCES saas_core.persons(id) ON DELETE SET NULL,
+  person_id uuid REFERENCES public.people(id) ON DELETE SET NULL,
   title text,
   description text,
   status text NOT NULL DEFAULT 'draft',
@@ -29,39 +39,63 @@ CREATE TABLE IF NOT EXISTS saas_core.documents (
   updated_at timestamptz NOT NULL DEFAULT now()
 );
 
-ALTER TABLE saas_core.documents ENABLE ROW LEVEL SECURITY;
+ALTER TABLE public.documents ENABLE ROW LEVEL SECURITY;
 
-CREATE INDEX IF NOT EXISTS idx_documents_tenant ON saas_core.documents(tenant_id, kind);
-CREATE INDEX IF NOT EXISTS idx_documents_person ON saas_core.documents(person_id);
-CREATE INDEX IF NOT EXISTS idx_documents_status ON saas_core.documents(tenant_id, status);
+CREATE INDEX IF NOT EXISTS idx_documents_tenant ON public.documents(tenant_id, kind);
+CREATE INDEX IF NOT EXISTS idx_documents_person ON public.documents(person_id);
+CREATE INDEX IF NOT EXISTS idx_documents_status ON public.documents(tenant_id, status);
 
-CREATE POLICY "documents_select" ON saas_core.documents
+DROP POLICY IF EXISTS "documents_select" ON public.documents;
+CREATE POLICY "documents_select" ON public.documents
   FOR SELECT TO authenticated
   USING (tenant_id IN (SELECT public.user_tenant_ids()));
-CREATE POLICY "documents_insert" ON saas_core.documents
+DROP POLICY IF EXISTS "documents_insert" ON public.documents;
+CREATE POLICY "documents_insert" ON public.documents
   FOR INSERT TO authenticated
   WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));
-CREATE POLICY "documents_update" ON saas_core.documents
+DROP POLICY IF EXISTS "documents_update" ON public.documents;
+CREATE POLICY "documents_update" ON public.documents
   FOR UPDATE TO authenticated
   USING (tenant_id IN (SELECT public.user_tenant_ids()));
-CREATE POLICY "documents_delete" ON saas_core.documents
+DROP POLICY IF EXISTS "documents_delete" ON public.documents;
+CREATE POLICY "documents_delete" ON public.documents
   FOR DELETE TO authenticated
   USING (tenant_id IN (SELECT public.user_tenant_ids()));
 
 -- ============================================================
--- Alter frm_documents to become extension table for 'form' kind
+-- Reconcile plg_forms_documents / plg_forms_document_files with the archetype.
 -- ============================================================
 
--- Drop old frm_documents and recreate as extension
-DROP VIEW IF EXISTS public.v_frm_documents;
-DROP TABLE IF EXISTS public.frm_document_files;
-DROP TABLE IF EXISTS public.frm_documents;
+-- Step 1: if a PRE-archetype plg_forms_documents is present (no document_id
+-- column), rename it (and its files table + dependent view) out of the way so
+-- the new archetype-shaped tables can be created and — when it holds rows —
+-- its data copied across. Fully guarded, so already-migrated pools skip this.
+DO $$
+BEGIN
+  IF to_regclass('public.plg_forms_documents') IS NOT NULL
+     AND NOT EXISTS (
+       SELECT 1 FROM information_schema.columns
+       WHERE table_schema = 'public'
+         AND table_name = 'plg_forms_documents'
+         AND column_name = 'document_id'
+     ) THEN
+    DROP VIEW IF EXISTS public.v_frm_documents;
+    ALTER TABLE public.plg_forms_documents RENAME TO plg_forms_documents_legacy;
+    IF to_regclass('public.plg_forms_document_files') IS NOT NULL THEN
+      ALTER TABLE public.plg_forms_document_files RENAME TO plg_forms_document_files_legacy;
+    END IF;
+  END IF;
+END $$;
 
--- frm_documents: extension table for form-type documents
-CREATE TABLE public.frm_documents (
-  document_id uuid PRIMARY KEY REFERENCES saas_core.documents(id) ON DELETE CASCADE,
-  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
-  template_id uuid NOT NULL REFERENCES public.frm_templates(id),
+-- Step 2: create the new archetype-shaped extension tables. IF NOT EXISTS makes
+-- this a no-op on pools already migrated to the new shape; after Step 1 the
+-- names are free on pre-archetype pools.
+
+-- plg_forms_documents: extension table for form-type documents
+CREATE TABLE IF NOT EXISTS public.plg_forms_documents (
+  document_id uuid PRIMARY KEY REFERENCES public.documents(id) ON DELETE CASCADE,
+  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
+  template_id uuid NOT NULL REFERENCES public.plg_forms_templates(id),
   data jsonb NOT NULL DEFAULT '{}',
   signed_at timestamptz,
   signed_by uuid,
@@ -69,28 +103,32 @@ CREATE TABLE public.frm_documents (
   updated_at timestamptz NOT NULL DEFAULT now()
 );
 
-ALTER TABLE public.frm_documents ENABLE ROW LEVEL SECURITY;
+ALTER TABLE public.plg_forms_documents ENABLE ROW LEVEL SECURITY;
 
-CREATE INDEX IF NOT EXISTS idx_frm_documents_template ON public.frm_documents(template_id);
+CREATE INDEX IF NOT EXISTS idx_plg_forms_documents_template ON public.plg_forms_documents(template_id);
 
-CREATE POLICY "frm_documents_select" ON public.frm_documents
+DROP POLICY IF EXISTS "plg_forms_documents_select" ON public.plg_forms_documents;
+CREATE POLICY "plg_forms_documents_select" ON public.plg_forms_documents
   FOR SELECT TO authenticated
   USING (tenant_id IN (SELECT public.user_tenant_ids()));
-CREATE POLICY "frm_documents_insert" ON public.frm_documents
+DROP POLICY IF EXISTS "plg_forms_documents_insert" ON public.plg_forms_documents;
+CREATE POLICY "plg_forms_documents_insert" ON public.plg_forms_documents
   FOR INSERT TO authenticated
   WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));
-CREATE POLICY "frm_documents_update" ON public.frm_documents
+DROP POLICY IF EXISTS "plg_forms_documents_update" ON public.plg_forms_documents;
+CREATE POLICY "plg_forms_documents_update" ON public.plg_forms_documents
   FOR UPDATE TO authenticated
   USING (tenant_id IN (SELECT public.user_tenant_ids()));
-CREATE POLICY "frm_documents_delete" ON public.frm_documents
+DROP POLICY IF EXISTS "plg_forms_documents_delete" ON public.plg_forms_documents;
+CREATE POLICY "plg_forms_documents_delete" ON public.plg_forms_documents
   FOR DELETE TO authenticated
   USING (tenant_id IN (SELECT public.user_tenant_ids()));
 
--- frm_document_files: file attachments for form fields
-CREATE TABLE public.frm_document_files (
+-- plg_forms_document_files: file attachments for form fields
+CREATE TABLE IF NOT EXISTS public.plg_forms_document_files (
   id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
-  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
-  document_id uuid NOT NULL REFERENCES saas_core.documents(id) ON DELETE CASCADE,
+  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
+  document_id uuid NOT NULL REFERENCES public.documents(id) ON DELETE CASCADE,
   field_key text NOT NULL,
   file_url text NOT NULL,
   file_name text,
@@ -101,23 +139,73 @@ CREATE TABLE public.frm_document_files (
   created_at timestamptz NOT NULL DEFAULT now()
 );
 
-ALTER TABLE public.frm_document_files ENABLE ROW LEVEL SECURITY;
+ALTER TABLE public.plg_forms_document_files ENABLE ROW LEVEL SECURITY;
 
-CREATE INDEX IF NOT EXISTS idx_frm_document_files_document ON public.frm_document_files(document_id);
+CREATE INDEX IF NOT EXISTS idx_plg_forms_document_files_document ON public.plg_forms_document_files(document_id);
 
-CREATE POLICY "frm_document_files_select" ON public.frm_document_files
+DROP POLICY IF EXISTS "plg_forms_document_files_select" ON public.plg_forms_document_files;
+CREATE POLICY "plg_forms_document_files_select" ON public.plg_forms_document_files
   FOR SELECT TO authenticated
   USING (tenant_id IN (SELECT public.user_tenant_ids()));
-CREATE POLICY "frm_document_files_insert" ON public.frm_document_files
+DROP POLICY IF EXISTS "plg_forms_document_files_insert" ON public.plg_forms_document_files;
+CREATE POLICY "plg_forms_document_files_insert" ON public.plg_forms_document_files
   FOR INSERT TO authenticated
   WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));
-CREATE POLICY "frm_document_files_update" ON public.frm_document_files
+DROP POLICY IF EXISTS "plg_forms_document_files_update" ON public.plg_forms_document_files;
+CREATE POLICY "plg_forms_document_files_update" ON public.plg_forms_document_files
   FOR UPDATE TO authenticated
   USING (tenant_id IN (SELECT public.user_tenant_ids()));
-CREATE POLICY "frm_document_files_delete" ON public.frm_document_files
+DROP POLICY IF EXISTS "plg_forms_document_files_delete" ON public.plg_forms_document_files;
+CREATE POLICY "plg_forms_document_files_delete" ON public.plg_forms_document_files
   FOR DELETE TO authenticated
   USING (tenant_id IN (SELECT public.user_tenant_ids()));
 
+-- Step 3: if legacy rows exist, migrate them, then drop the quarantined legacy
+-- tables. Reusing each legacy id as the documents.id keeps every legacy file's
+-- document_id FK valid after the copy. ON CONFLICT DO NOTHING makes a partial
+-- re-run safe.
+DO $$
+BEGIN
+  IF to_regclass('public.plg_forms_documents_legacy') IS NOT NULL THEN
+    -- 3a. base document (one per legacy form document; is_active mirrors NOT is_deleted)
+    INSERT INTO public.documents (
+      id, tenant_id, kind, person_id, title, status, notes, metadata,
+      is_active, created_by, updated_by, created_at, updated_at
+    )
+    SELECT
+      id, tenant_id, 'form', person_id, title, status, notes, metadata,
+      NOT COALESCE(is_deleted, false), created_by, updated_by, created_at, updated_at
+    FROM public.plg_forms_documents_legacy
+    ON CONFLICT (id) DO NOTHING;
+
+    -- 3b. form extension row (keyed by the reused document id)
+    INSERT INTO public.plg_forms_documents (
+      document_id, tenant_id, template_id, data, signed_at, signed_by, created_at, updated_at
+    )
+    SELECT
+      id, tenant_id, template_id, data, signed_at, signed_by, created_at, updated_at
+    FROM public.plg_forms_documents_legacy
+    ON CONFLICT (document_id) DO NOTHING;
+
+    -- 3c. file attachments (document_id already points at the reused id)
+    IF to_regclass('public.plg_forms_document_files_legacy') IS NOT NULL THEN
+      INSERT INTO public.plg_forms_document_files (
+        id, tenant_id, document_id, field_key, file_url, file_name,
+        file_size, mime_type, sort_order, metadata, created_at
+      )
+      SELECT
+        id, tenant_id, document_id, field_key, file_url, file_name,
+        file_size, mime_type, sort_order, metadata, created_at
+      FROM public.plg_forms_document_files_legacy
+      ON CONFLICT (id) DO NOTHING;
+    END IF;
+  END IF;
+
+  -- Drop legacy remnants now that any data has been copied across.
+  DROP TABLE IF EXISTS public.plg_forms_document_files_legacy;
+  DROP TABLE IF EXISTS public.plg_forms_documents_legacy;
+END $$;
+
 -- View: all documents for a person with form data joined when applicable
 CREATE OR REPLACE VIEW public.v_documents AS
 SELECT
@@ -129,7 +217,7 @@ SELECT
   t.name AS template_name,
   t.category AS template_category,
   p.name AS person_name
-FROM saas_core.documents d
-LEFT JOIN public.frm_documents f ON f.document_id = d.id
-LEFT JOIN public.frm_templates t ON t.id = f.template_id
-LEFT JOIN saas_core.persons p ON p.id = d.person_id;
+FROM public.documents d
+LEFT JOIN public.plg_forms_documents f ON f.document_id = d.id
+LEFT JOIN public.plg_forms_templates t ON t.id = f.template_id
+LEFT JOIN public.people p ON p.id = d.person_id;