@foundrynorth/flux-schema 1.16.0 → 1.16.2

package/dist/schema.js

@@ -260,6 +260,29 @@ export const fluxProjects = pgTable("flux_projects", {
     annualRevenue: numeric("annual_revenue", { precision: 14, scale: 2 }),
     /** HubSpot type (prospect/partner/customer classification) */
     companyType: varchar("company_type"),
+    // -- Compass analysis properties (synced from HubSpot fn_compass_* properties) --
+    /** fn_compass_status — last plan analysis state (e.g. "analyzed") */
+    compassStatus: text("compass_status"),
+    /** fn_compass_plan_url — shareable URL to the Compass plan */
+    compassPlanUrl: text("compass_plan_url"),
+    /** fn_compass_plan_id — Compass plan UUID */
+    compassPlanId: text("compass_plan_id"),
+    /** fn_compass_category — inferred advertiser category */
+    compassCategory: text("compass_category"),
+    /** fn_compass_geo — inferred geographic targeting */
+    compassGeo: text("compass_geo"),
+    /** fn_compass_budget_min — minimum recommended budget */
+    compassBudgetMin: numeric("compass_budget_min", { precision: 14, scale: 2 }),
+    /** fn_compass_budget_max — maximum recommended budget */
+    compassBudgetMax: numeric("compass_budget_max", { precision: 14, scale: 2 }),
+    /** fn_compass_confidence_score — AI confidence score (0–100) */
+    compassConfidenceScore: integer("compass_confidence_score"),
+    /** fn_compass_top_products — comma-separated top recommended products */
+    compassTopProducts: text("compass_top_products"),
+    /** fn_compass_last_analyzed — ISO timestamp of last Compass analysis */
+    compassLastAnalyzed: timestamp("compass_last_analyzed", { withTimezone: true }),
+    /** fn_compass_recommended_budget — single recommended budget figure */
+    compassRecommendedBudget: numeric("compass_recommended_budget", { precision: 14, scale: 2 }),
     /** SLA profile override — FK to flux_sla_profiles */
     slaProfileId: text("sla_profile_id").references(() => fluxSlaProfiles.id, { onDelete: "set null" }),
     ninjacatClientId: varchar("ninjacat_client_id"),
@@ -274,6 +297,8 @@ export const fluxProjects = pgTable("flux_projects", {
     updatedAt: timestamp("updated_at").defaultNow().notNull(),
     /** Array of monitored properties for social mention scanning */
     monitoredProperties: jsonb("monitored_properties").$type().default([]),
+    /** Current active onboarding ID (quick access, set on creation, cleared on completion) */
+    currentOnboardingId: text("current_onboarding_id"),
 }, (table) => ({
     hubspotIdIdx: uniqueIndex("flux_projects_hubspot_id_idx").on(table.hubspotCompanyId),
     primaryStrategistIdx: index("flux_projects_primary_strategist_idx").on(table.primaryStrategistId),
@@ -3769,6 +3794,7 @@ export const fluxOnboardingReasonEnum = pgEnum("flux_onboarding_reason", [
     "no_slack_channel",
     "no_template",
     "needs_team_assignment",
+    "pending_client_onboarding",
 ]);
 /**
  * Tracks projects that need attention after import.
@@ -6001,4 +6027,333 @@ export const fluxVarsitySignalsRelations = relations(fluxVarsitySignals, ({ one
         references: [fluxVarsityAdvertisers.id],
     }),
 }));
+// =============================================================================
+// CLIENT ONBOARDING (LaunchPad)
+// =============================================================================
+export const fluxOnboardingStatusEnum = pgEnum("flux_onboarding_status", [
+    "not_started",
+    "collecting",
+    "in_review",
+    "approved",
+    "complete",
+    "stale",
+]);
+export const fluxOnboardingTypeEnum = pgEnum("flux_onboarding_type", [
+    "new",
+    "renewal",
+    "upsell",
+]);
+export const fluxOnboardingTierEnum = pgEnum("flux_onboarding_tier", [
+    "1",
+    "2",
+    "3",
+]);
+export const fluxOnboardingSectionStatusEnum = pgEnum("flux_onboarding_section_status", ["not_started", "in_progress", "submitted", "approved", "needs_revision"]);
+export const fluxOnboardingSectionAudienceEnum = pgEnum("flux_onboarding_section_audience", ["client", "internal", "both"]);
+export const fluxOnboardingFileCategoryEnum = pgEnum("flux_onboarding_file_category", ["logo", "brand_guide", "creative_asset", "tracking_doc", "other"]);
+export const fluxOnboardingActivityActionEnum = pgEnum("flux_onboarding_activity_action", [
+    "created",
+    "magic_link_sent",
+    "client_opened",
+    "section_started",
+    "section_submitted",
+    "section_approved",
+    "section_revision_requested",
+    "file_uploaded",
+    "reminder_sent",
+    "approved",
+    "completed",
+    "reopened",
+    "stale_detected",
+]);
+export const fluxOnboardingQuestionTypeEnum = pgEnum("flux_onboarding_question_type", [
+    "text",
+    "textarea",
+    "currency",
+    "date_range",
+    "multi_select",
+    "single_select",
+    "url",
+    "file_upload",
+    "json",
+    "rating_scale",
+]);
+/** Section keys — stable identifiers for all onboarding sections */
+export const ONBOARDING_SECTION_KEYS = [
+    "brand_identity",
+    "campaign_goals",
+    "audience_targeting",
+    "access_credentials",
+    "creative_assets",
+    "competitive_landscape",
+    "reporting_preferences",
+    "media_buying_specifics",
+    "existing_history",
+];
+// ─── flux_onboardings ────────────────────────────────────────────────────────
+/**
+ * Master onboarding record — one per project per cycle.
+ * Tracks the full lifecycle from kickoff through completion.
+ * Supports new, renewal, and upsell flows.
+ */
+export const fluxOnboardings = pgTable("flux_onboardings", {
+    id: text("id")
+        .primaryKey()
+        .default(sql `gen_random_uuid()::text`),
+    projectId: text("project_id")
+        .notNull()
+        .references(() => fluxProjects.id, { onDelete: "cascade" }),
+    tier: fluxOnboardingTierEnum("tier").notNull(),
+    type: fluxOnboardingTypeEnum("type").notNull().default("new"),
+    status: fluxOnboardingStatusEnum("status").notNull().default("not_started"),
+    /** Magic-link token for client access (no Clerk account needed) */
+    clientToken: text("client_token")
+        .unique()
+        .default(sql `gen_random_uuid()::text`),
+    clientTokenExpiresAt: timestamp("client_token_expires_at", {
+        withTimezone: true,
+    }),
+    clientEmail: text("client_email"),
+    clientName: text("client_name"),
+    clientCompletedAt: timestamp("client_completed_at", {
+        withTimezone: true,
+    }),
+    /** Frozen intelligence snapshot at creation time */
+    prePopulatedSnapshot: jsonb("pre_populated_snapshot")
+        .$type()
+        .default({}),
+    /** 0-100 completion score across all sections */
+    completionScore: integer("completion_score").default(0).notNull(),
+    /** Who approved the onboarding (strategist/AM) */
+    approvedBy: text("approved_by").references(() => fluxUsers.id),
+    approvedAt: timestamp("approved_at", { withTimezone: true }),
+    /** For renewals/upsells — links to the prior onboarding */
+    renewalParentId: text("renewal_parent_id").references(() => fluxOnboardings.id, { onDelete: "set null" }),
+    /** Kickoff and target dates */
+    kickoffDate: date("kickoff_date"),
+    targetCompleteDate: date("target_complete_date"),
+    actualCompleteDate: date("actual_complete_date"),
+    /** Who started the onboarding */
+    createdBy: text("created_by").references(() => fluxUsers.id),
+    createdAt: timestamp("created_at", { withTimezone: true })
+        .notNull()
+        .defaultNow(),
+    updatedAt: timestamp("updated_at", { withTimezone: true })
+        .notNull()
+        .defaultNow(),
+}, (table) => ({
+    projectIdx: index("flux_onboardings_project_idx").on(table.projectId),
+    statusIdx: index("flux_onboardings_status_idx").on(table.status),
+    clientTokenIdx: uniqueIndex("flux_onboardings_client_token_idx").on(table.clientToken),
+    typeIdx: index("flux_onboardings_type_idx").on(table.type),
+}));
+// ─── flux_onboarding_sections ────────────────────────────────────────────────
+/**
+ * Section instances within an onboarding.
+ * Each section has its own status lifecycle and approval workflow.
+ * Tier visibility determines which sections appear for which tiers.
+ */
+export const fluxOnboardingSections = pgTable("flux_onboarding_sections", {
+    id: text("id")
+        .primaryKey()
+        .default(sql `gen_random_uuid()::text`),
+    onboardingId: text("onboarding_id")
+        .notNull()
+        .references(() => fluxOnboardings.id, { onDelete: "cascade" }),
+    sectionKey: text("section_key").notNull(),
+    title: text("title").notNull(),
+    description: text("description"),
+    status: fluxOnboardingSectionStatusEnum("status")
+        .notNull()
+        .default("not_started"),
+    audience: fluxOnboardingSectionAudienceEnum("audience")
+        .notNull()
+        .default("client"),
+    /** Minimum tier that sees this section (1=all tiers, 2=T1+T2, 3=T1 only) */
+    tierMinimum: integer("tier_minimum").notNull().default(1),
+    displayOrder: integer("display_order").notNull().default(0),
+    submittedAt: timestamp("submitted_at", { withTimezone: true }),
+    reviewedBy: text("reviewed_by").references(() => fluxUsers.id),
+    reviewedAt: timestamp("reviewed_at", { withTimezone: true }),
+    revisionNotes: text("revision_notes"),
+    createdAt: timestamp("created_at", { withTimezone: true })
+        .notNull()
+        .defaultNow(),
+    updatedAt: timestamp("updated_at", { withTimezone: true })
+        .notNull()
+        .defaultNow(),
+}, (table) => ({
+    onboardingIdx: index("flux_onboarding_sections_onboarding_idx").on(table.onboardingId),
+    sectionKeyIdx: index("flux_onboarding_sections_key_idx").on(table.onboardingId, table.sectionKey),
+}));
+// ─── flux_onboarding_responses ───────────────────────────────────────────────
+/**
+ * Individual question/answer pairs within a section.
+ * Tracks pre-populated vs. client-provided answers for analytics.
+ * Supports multiple question types via the answer jsonb field.
+ */
+export const fluxOnboardingResponses = pgTable("flux_onboarding_responses", {
+    id: text("id")
+        .primaryKey()
+        .default(sql `gen_random_uuid()::text`),
+    sectionId: text("section_id")
+        .notNull()
+        .references(() => fluxOnboardingSections.id, { onDelete: "cascade" }),
+    questionKey: text("question_key").notNull(),
+    questionText: text("question_text").notNull(),
+    questionType: fluxOnboardingQuestionTypeEnum("question_type")
+        .notNull()
+        .default("text"),
+    /** Flexible answer storage — all types serialize to jsonb */
+    answer: jsonb("answer"),
+    isRequired: boolean("is_required").notNull().default(false),
+    /** Pre-population tracking */
+    isPrePopulated: boolean("is_pre_populated").notNull().default(false),
+    prePopulatedSource: text("pre_populated_source"),
+    prePopulatedValue: jsonb("pre_populated_value"),
+    wasModifiedByClient: boolean("was_modified_by_client")
+        .notNull()
+        .default(false),
+    modifiedAt: timestamp("modified_at", { withTimezone: true }),
+    /** Display and validation */
+    displayOrder: integer("display_order").notNull().default(0),
+    helpText: text("help_text"),
+    placeholder: text("placeholder"),
+    /** For select types: [{value, label}] */
+    options: jsonb("options").$type(),
+    createdAt: timestamp("created_at", { withTimezone: true })
+        .notNull()
+        .defaultNow(),
+    updatedAt: timestamp("updated_at", { withTimezone: true })
+        .notNull()
+        .defaultNow(),
+}, (table) => ({
+    sectionIdx: index("flux_onboarding_responses_section_idx").on(table.sectionId),
+    questionKeyIdx: index("flux_onboarding_responses_question_key_idx").on(table.sectionId, table.questionKey),
+}));
+// ─── flux_onboarding_files ───────────────────────────────────────────────────
+/**
+ * File uploads during onboarding — logos, brand guides, creative assets.
+ * Stored in Cloudflare R2 with prefix `flux-onboarding/`.
+ */
+export const fluxOnboardingFiles = pgTable("flux_onboarding_files", {
+    id: text("id")
+        .primaryKey()
+        .default(sql `gen_random_uuid()::text`),
+    onboardingId: text("onboarding_id")
+        .notNull()
+        .references(() => fluxOnboardings.id, { onDelete: "cascade" }),
+    sectionId: text("section_id").references(() => fluxOnboardingSections.id, {
+        onDelete: "set null",
+    }),
+    responseId: text("response_id").references(() => fluxOnboardingResponses.id, { onDelete: "set null" }),
+    fileName: text("file_name").notNull(),
+    fileType: text("file_type").notNull(),
+    fileSizeBytes: integer("file_size_bytes").notNull(),
+    r2Key: text("r2_key").notNull(),
+    r2Bucket: text("r2_bucket").notNull(),
+    category: fluxOnboardingFileCategoryEnum("category")
+        .notNull()
+        .default("other"),
+    /** Client email or flux user ID */
+    uploadedBy: text("uploaded_by"),
+    createdAt: timestamp("created_at", { withTimezone: true })
+        .notNull()
+        .defaultNow(),
+}, (table) => ({
+    onboardingIdx: index("flux_onboarding_files_onboarding_idx").on(table.onboardingId),
+    sectionIdx: index("flux_onboarding_files_section_idx").on(table.sectionId),
+}));
+// ─── flux_onboarding_activity ────────────────────────────────────────────────
+/**
+ * Audit trail for all onboarding events — who did what, when.
+ * Tracks both client and internal team actions.
+ */
+export const fluxOnboardingActivity = pgTable("flux_onboarding_activity", {
+    id: text("id")
+        .primaryKey()
+        .default(sql `gen_random_uuid()::text`),
+    onboardingId: text("onboarding_id")
+        .notNull()
+        .references(() => fluxOnboardings.id, { onDelete: "cascade" }),
+    /** Client email or flux_users.id */
+    actor: text("actor").notNull(),
+    actorType: text("actor_type").notNull(), // "client" | "team_member" | "system"
+    action: fluxOnboardingActivityActionEnum("action").notNull(),
+    metadata: jsonb("metadata").$type().default({}),
+    createdAt: timestamp("created_at", { withTimezone: true })
+        .notNull()
+        .defaultNow(),
+}, (table) => ({
+    onboardingIdx: index("flux_onboarding_activity_onboarding_idx").on(table.onboardingId),
+    actionIdx: index("flux_onboarding_activity_action_idx").on(table.action),
+    createdAtIdx: index("flux_onboarding_activity_created_idx").on(table.createdAt),
+}));
+// ─── Onboarding Relations ────────────────────────────────────────────────────
+export const fluxOnboardingsRelations = relations(fluxOnboardings, ({ one, many }) => ({
+    project: one(fluxProjects, {
+        fields: [fluxOnboardings.projectId],
+        references: [fluxProjects.id],
+    }),
+    approvedByUser: one(fluxUsers, {
+        fields: [fluxOnboardings.approvedBy],
+        references: [fluxUsers.id],
+        relationName: "onboardingApprover",
+    }),
+    createdByUser: one(fluxUsers, {
+        fields: [fluxOnboardings.createdBy],
+        references: [fluxUsers.id],
+        relationName: "onboardingCreator",
+    }),
+    renewalParent: one(fluxOnboardings, {
+        fields: [fluxOnboardings.renewalParentId],
+        references: [fluxOnboardings.id],
+        relationName: "renewalChain",
+    }),
+    renewalChildren: many(fluxOnboardings, {
+        relationName: "renewalChain",
+    }),
+    sections: many(fluxOnboardingSections),
+    files: many(fluxOnboardingFiles),
+    activity: many(fluxOnboardingActivity),
+}));
+export const fluxOnboardingSectionsRelations = relations(fluxOnboardingSections, ({ one, many }) => ({
+    onboarding: one(fluxOnboardings, {
+        fields: [fluxOnboardingSections.onboardingId],
+        references: [fluxOnboardings.id],
+    }),
+    reviewedByUser: one(fluxUsers, {
+        fields: [fluxOnboardingSections.reviewedBy],
+        references: [fluxUsers.id],
+    }),
+    responses: many(fluxOnboardingResponses),
+    files: many(fluxOnboardingFiles),
+}));
+export const fluxOnboardingResponsesRelations = relations(fluxOnboardingResponses, ({ one, many }) => ({
+    section: one(fluxOnboardingSections, {
+        fields: [fluxOnboardingResponses.sectionId],
+        references: [fluxOnboardingSections.id],
+    }),
+    files: many(fluxOnboardingFiles),
+}));
+export const fluxOnboardingFilesRelations = relations(fluxOnboardingFiles, ({ one }) => ({
+    onboarding: one(fluxOnboardings, {
+        fields: [fluxOnboardingFiles.onboardingId],
+        references: [fluxOnboardings.id],
+    }),
+    section: one(fluxOnboardingSections, {
+        fields: [fluxOnboardingFiles.sectionId],
+        references: [fluxOnboardingSections.id],
+    }),
+    response: one(fluxOnboardingResponses, {
+        fields: [fluxOnboardingFiles.responseId],
+        references: [fluxOnboardingResponses.id],
+    }),
+}));
+export const fluxOnboardingActivityRelations = relations(fluxOnboardingActivity, ({ one }) => ({
+    onboarding: one(fluxOnboardings, {
+        fields: [fluxOnboardingActivity.onboardingId],
+        references: [fluxOnboardings.id],
+    }),
+}));
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