@voyantjs/crm 0.26.3 → 0.26.5

package/dist/schema-signals.js

@@ -0,0 +1,80 @@
+/**
+ * Customer signals — lighter than `opportunities` (no deal value or
+ * stages), heavier than `segments` (lifecycle + assignment). Records
+ * "person X expressed interest in product/departure Y from source Z,
+ * status pending". The most common use cases:
+ *
+ *   - Notify-availability ("ping me when this departure opens up")
+ *   - Wishlist / saved trips
+ *   - Inquiry captured by an operator (phone call, web form)
+ *   - Request-offer pre-pipeline that may or may not become a booking
+ *   - Abandoned-cart recovery
+ *
+ * Cross-module IDs (`productId`, `optionUnitId`, `resolvedBookingId`)
+ * are intentionally plain `text()` columns rather than FK references
+ * — voyant's project-wide rule is that cross-module FKs go through
+ * link tables or stay loose. The signal is owned by CRM; products
+ * and bookings reference its id, not the other way around.
+ */
+import { typeId, typeIdRef } from "@voyantjs/db/lib/typeid-column";
+import { index, jsonb, pgEnum, pgTable, text, timestamp } from "drizzle-orm/pg-core";
+import { people } from "./schema-accounts.js";
+export const customerSignalKindEnum = pgEnum("customer_signal_kind", [
+    "wishlist",
+    "notify",
+    "inquiry",
+    "request_offer",
+    "referral",
+]);
+export const customerSignalSourceEnum = pgEnum("customer_signal_source", [
+    "form",
+    "phone",
+    "admin",
+    "abandoned_cart",
+    "website",
+    "booking",
+]);
+export const customerSignalStatusEnum = pgEnum("customer_signal_status", [
+    "new",
+    "contacted",
+    "qualified",
+    "converted",
+    "lost",
+    "expired",
+]);
+export const customerSignals = pgTable("customer_signals", {
+    id: typeId("customer_signals"),
+    personId: typeIdRef("person_id")
+        .notNull()
+        .references(() => people.id, { onDelete: "cascade" }),
+    /** Optional reference into `@voyantjs/products`. Plain text — no FK. */
+    productId: text("product_id"),
+    /** Optional reference into a product's `option_units` row (the "departure"-equivalent). Plain text — no FK. */
+    optionUnitId: text("option_unit_id"),
+    kind: customerSignalKindEnum("kind").notNull(),
+    source: customerSignalSourceEnum("source").notNull(),
+    status: customerSignalStatusEnum("status").notNull().default("new"),
+    /**
+     * Free-form priority. The validation layer constrains input to
+     * `low | normal | high | urgent`; storing as text keeps room for
+     * deployment-specific values without a DB migration.
+     */
+    priority: text("priority").notNull().default("normal"),
+    notes: text("notes"),
+    tags: jsonb("tags").$type().notNull().default([]),
+    /** User id (Better Auth user) of the staff member assigned to follow up. */
+    assignedToUserId: text("assigned_to_user_id"),
+    followUpAt: timestamp("follow_up_at", { withTimezone: true }),
+    /** Set when the signal was converted into a real booking. Plain text — cross-module FK. */
+    resolvedBookingId: text("resolved_booking_id"),
+    /** Free-form provenance id (form-submission id, abandoned-cart key, ...). */
+    sourceSubmissionId: text("source_submission_id"),
+    metadata: jsonb("metadata").$type(),
+    createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
+    updatedAt: timestamp("updated_at", { withTimezone: true }).notNull().defaultNow(),
+}, (table) => [
+    index("idx_customer_signals_person_status_created").on(table.personId, table.status, table.createdAt),
+    index("idx_customer_signals_assignee_status").on(table.assignedToUserId, table.status),
+    index("idx_customer_signals_kind").on(table.kind),
+    index("idx_customer_signals_resolved_booking").on(table.resolvedBookingId),
+]);

package/dist/schema.d.ts

@@ -4,4 +4,5 @@ export * from "./schema-activities.js";
 export * from "./schema-relations.js";
 export * from "./schema-sales.js";
 export * from "./schema-shared.js";
+export * from "./schema-signals.js";
 //# sourceMappingURL=schema.d.ts.map

package/dist/schema.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"schema.d.ts","sourceRoot":"","sources":["../src/schema.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,iBAAiB,EAAE,MAAM,wBAAwB,CAAA;AAC1D,cAAc,sBAAsB,CAAA;AACpC,cAAc,wBAAwB,CAAA;AACtC,cAAc,uBAAuB,CAAA;AACrC,cAAc,mBAAmB,CAAA;AACjC,cAAc,oBAAoB,CAAA;AAClC,cAAc,qBAAqB,CAAA"}

package/dist/schema.js

@@ -4,3 +4,4 @@ export * from "./schema-activities.js";
 export * from "./schema-relations.js";
 export * from "./schema-sales.js";
 export * from "./schema-shared.js";
+export * from "./schema-signals.js";

package/dist/service/accounts-shared.d.ts

@@ -56,8 +56,6 @@ export declare function personBaseFields(data: CreatePersonInput | UpdatePersonI
         enc: string;
     } | null | undefined;
 };
-export declare function rebuildPersonDirectoryProjection(db: PostgresJsDatabase, personId: string): Promise<void>;
-export declare function rebuildPersonDirectoryProjections(db: PostgresJsDatabase, personIds: string[]): Promise<void>;
 export declare function syncPersonIdentity(db: PostgresJsDatabase, personId: string, data: PersonIdentityInput): Promise<void>;
 export declare function deletePersonIdentity(db: PostgresJsDatabase, personId: string): Promise<void>;
 export declare function hydratePeople<T extends {

package/dist/service/accounts-shared.d.ts.map

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package/dist/service/accounts-shared.js

@@ -1,7 +1,6 @@
-import { identityContactPoints } from "@voyantjs/identity/schema";
 import { identityService } from "@voyantjs/identity/service";
-import { and, eq, inArray } from "drizzle-orm";
-import { personDirectoryProjections } from "../schema.js";
+import { inArray } from "drizzle-orm";
+import { personDirectoryView } from "../schema.js";
 import { isManagedBySource, normalizeContactValue, toNullableTrimmed } from "./helpers.js";
 export const organizationEntityType = "organization";
 export const personEntityType = "person";
@@ -37,80 +36,30 @@ export function personBaseFields(data) {
         insuranceEncrypted: data.insuranceEncrypted,
     };
 }
-async function buildPersonDirectoryProjectionRows(db, personIds) {
-    if (personIds.length === 0) {
-        return [];
-    }
-    const ids = [...new Set(personIds)];
-    const contactPoints = await db
-        .select()
-        .from(identityContactPoints)
-        .where(and(eq(identityContactPoints.entityType, personEntityType), inArray(identityContactPoints.entityId, ids)));
-    const contactPointMap = new Map();
-    for (const point of contactPoints) {
-        const bucket = contactPointMap.get(point.entityId) ?? [];
-        bucket.push(point);
-        contactPointMap.set(point.entityId, bucket);
-    }
-    return ids.map((personId) => {
-        const entityContactPoints = contactPointMap.get(personId) ?? [];
-        const findPrimaryContactPoint = (kind) => entityContactPoints.find((point) => point.kind === kind && point.isPrimary)?.value ??
-            entityContactPoints.find((point) => point.kind === kind)?.value ??
-            null;
-        return {
-            personId,
-            email: findPrimaryContactPoint("email"),
-            phone: findPrimaryContactPoint("phone"),
-            website: findPrimaryContactPoint("website"),
-        };
-    });
-}
-export async function rebuildPersonDirectoryProjection(db, personId) {
-    return rebuildPersonDirectoryProjections(db, [personId]);
-}
-export async function rebuildPersonDirectoryProjections(db, personIds) {
-    const ids = [...new Set(personIds)];
-    if (ids.length === 0) {
-        return;
-    }
-    const rows = await buildPersonDirectoryProjectionRows(db, ids);
-    await db
-        .delete(personDirectoryProjections)
-        .where(inArray(personDirectoryProjections.personId, ids));
-    await db.insert(personDirectoryProjections).values(rows);
-}
-async function ensurePersonDirectoryProjectionMap(db, personIds) {
+/**
+ * Reads the per-person `(email, phone, website)` triple from the
+ * `person_directory` view (replaces the old projection cache —
+ * see #446). The view is computed via indexed `LATERAL` joins on
+ * `identity_contact_points`, so callers no longer need a rebuild
+ * step after contact-point edits.
+ */
+async function loadPersonDirectoryMap(db, personIds) {
     const ids = [...new Set(personIds)];
     if (ids.length === 0) {
         return new Map();
     }
-    const existing = await db
+    const rows = await db
         .select()
-        .from(personDirectoryProjections)
-        .where(inArray(personDirectoryProjections.personId, ids));
+        .from(personDirectoryView)
+        .where(inArray(personDirectoryView.personId, ids));
     const map = new Map();
-    for (const projection of existing) {
-        map.set(projection.personId, {
-            email: projection.email,
-            phone: projection.phone,
-            website: projection.website,
+    for (const row of rows) {
+        map.set(row.personId, {
+            email: row.email,
+            phone: row.phone,
+            website: row.website,
         });
     }
-    const missingIds = ids.filter((id) => !map.has(id));
-    if (missingIds.length > 0) {
-        await rebuildPersonDirectoryProjections(db, missingIds);
-        const rebuilt = await db
-            .select()
-            .from(personDirectoryProjections)
-            .where(inArray(personDirectoryProjections.personId, missingIds));
-        for (const projection of rebuilt) {
-            map.set(projection.personId, {
-                email: projection.email,
-                phone: projection.phone,
-                website: projection.website,
-            });
-        }
-    }
     for (const id of ids) {
         if (!map.has(id)) {
             map.set(id, emptyPersonHydratedFields());
@@ -157,7 +106,6 @@ export async function syncPersonIdentity(db, personId, data) {
     if (managedAddress) {
         await identityService.deleteAddress(db, managedAddress.id);
     }
-    await rebuildPersonDirectoryProjection(db, personId);
 }
 export async function deletePersonIdentity(db, personId) {
     const [contactPoints, addresses] = await Promise.all([
@@ -177,11 +125,11 @@ export async function hydratePeople(db, rows) {
         }));
     }
     const ids = rows.map((row) => row.id);
-    const projectionMap = await ensurePersonDirectoryProjectionMap(db, ids);
+    const directoryMap = await loadPersonDirectoryMap(db, ids);
     return rows.map((row) => {
         return {
             ...row,
-            ...(projectionMap.get(row.id) ?? emptyPersonHydratedFields()),
+            ...(directoryMap.get(row.id) ?? emptyPersonHydratedFields()),
         };
     });
 }