Files
picpeak/backend/migrations/core/117_add_projects.js
T
Luca efa47d697d feat(crm): Project Overview phase 1 — projects schema
Data model for the admin-only Project Overview cockpit (Model A — projects
group events; money docs stay per-event and roll up).
- migration 117: projects table (name, customer_account_id nullable, status)
  + events.project_id FK; backfill one auto-project per existing event (1:1
  default, customer = the event's single assignment when unambiguous), admins
  relink freely afterward. 1 project : N events.
- migration 118: customer_hour_entries.project_id (book hours to a project).
- migration 119: email_queue.rendered_html (store actual sent HTML for the
  cockpit's email preview).
All idempotent (hasTable/hasColumn guards), reversible downs. Verified: full
migration boot + backfill on a temp DB.
2026-06-06 03:06:21 +02:00

86 lines
3.7 KiB
JavaScript

/**
* Migration: Projects — an admin-only grouping layer ABOVE events
* (Project Overview cockpit, Model A).
*
* A project groups one OR MORE events of (usually) one customer; all the
* money documents (quotes/contracts/invoices) stay attached to their EVENT
* and the project simply rolls them up. Customers never see projects.
*
* projects id, name, customer_account_id (nullable), status,
* timestamps.
* events.project_id FK → projects (nullable, SET NULL on project delete).
*
* Backfill: every existing event gets its OWN auto-created project (the
* 1:1 default) so nothing is unassigned; admins then relink freely (group
* several events under one project, move events between projects). The
* auto-project's customer = the event's single assigned customer when there
* is exactly one, else NULL (admin sets it later). Cardinality is 1:N — the
* per-event auto-project is only the starting point, never a hard rule.
*
* Idempotent: table + column guarded; backfill touches only events whose
* project_id is still NULL, so a re-run is a no-op.
*/
exports.up = async function (knex) {
// 1. projects table
if (!(await knex.schema.hasTable('projects'))) {
await knex.schema.createTable('projects', (table) => {
table.increments('id').primary();
table.string('name', 255).notNullable();
// Nullable: a multi-customer or not-yet-assigned project has no single
// customer. SET NULL so erasing a customer doesn't delete the project.
table.integer('customer_account_id').unsigned()
.references('id').inTable('customer_accounts').onDelete('SET NULL');
table.string('status', 24).notNullable().defaultTo('active');
table.timestamp('created_at').defaultTo(knex.fn.now());
table.timestamp('updated_at').defaultTo(knex.fn.now());
table.index(['customer_account_id']);
});
}
// 2. events.project_id
if ((await knex.schema.hasTable('events')) && !(await knex.schema.hasColumn('events', 'project_id'))) {
await knex.schema.alterTable('events', (table) => {
table.integer('project_id').unsigned()
.references('id').inTable('projects').onDelete('SET NULL');
table.index(['project_id']);
});
}
// 3. Backfill one auto-project per still-unassigned event.
if ((await knex.schema.hasTable('events')) && (await knex.schema.hasColumn('events', 'project_id'))) {
const events = await knex('events').whereNull('project_id').select('id', 'event_name');
const hasAssignments = await knex.schema.hasTable('event_customer_assignments');
for (const ev of events) {
let customerId = null;
if (hasAssignments) {
const rows = await knex('event_customer_assignments')
.where({ event_id: ev.id })
.select('customer_account_id');
if (rows.length === 1) customerId = rows[0].customer_account_id;
}
const name = (ev.event_name && String(ev.event_name).trim()) || `Event ${ev.id}`;
const inserted = await knex('projects').insert({
name,
customer_account_id: customerId,
status: 'active',
created_at: knex.fn.now(),
updated_at: knex.fn.now(),
}).returning('id');
const projectId = (inserted[0] && typeof inserted[0] === 'object') ? inserted[0].id : inserted[0];
await knex('events').where({ id: ev.id }).update({ project_id: projectId });
}
}
};
exports.down = async function (knex) {
if ((await knex.schema.hasTable('events')) && (await knex.schema.hasColumn('events', 'project_id'))) {
await knex.schema.alterTable('events', (table) => {
table.dropColumn('project_id');
});
}
if (await knex.schema.hasTable('projects')) {
await knex.schema.dropTable('projects');
}
};