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A foundation for building Elixir Phoenix apps — SaaS, social networks, ERP systems, marketplaces, and more

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unknownCHANGELOG.md
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  @@ -1,6 +1,6 @@
1 1 {<<"links">>,[{<<"GitHub">>,<<"https://github.com/BeamLabEU/phoenix_kit">>}]}.
2 2 {<<"name">>,<<"phoenix_kit">>}.
3 - {<<"version">>,<<"1.7.168">>}.
3 + {<<"version">>,<<"1.7.169">>}.
4 4 {<<"description">>,
5 5 <<65,32,102,111,117,110,100,97,116,105,111,110,32,102,111,114,32,98,117,105,
6 6 108,100,105,110,103,32,69,108,105,120,105,114,32,80,104,111,101,110,105,
  @@ -499,6 +499,7 @@
499 499 <<"lib/phoenix_kit/migrations/postgres/v25.ex">>,
500 500 <<"lib/phoenix_kit/migrations/postgres/v115.ex">>,
501 501 <<"lib/phoenix_kit/migrations/postgres/v55.ex">>,
502 + <<"lib/phoenix_kit/migrations/postgres/v138.ex">>,
502 503 <<"lib/phoenix_kit/migrations/postgres/v78.ex">>,
503 504 <<"lib/phoenix_kit/migrations/postgres/v27.ex">>,
504 505 <<"lib/phoenix_kit/migrations/postgres/v08.ex">>,
unknownlib/modules/storage/storage.ex
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  @@ -529,7 +529,19 @@ defmodule PhoenixKit.Migrations.Postgres do
529 529 - Replaces unique index with partial index (slug-mode only, WHERE slug IS NOT NULL)
530 530 - Adds unique index on `(group_uuid, post_date, post_time)` for timestamp-mode posts
531 531
532 - ### V136 - Staff employment history ⚡ LATEST
532 + ### V138 - CRM v1 interaction tracker ⚡ LATEST
533 + - Adds five `phoenix_kit_crm_*` tables for the CRM module's first data model:
534 + `contacts` (profile + **optional** `user_uuid` login link, partial-unique so
535 + it's 1:1 only among linked rows), `companies`, `company_memberships` (M:N
536 + contact↔company with free-form `role_in_company` + `department` + `is_primary`
537 + on the edge), `interactions` (logged interaction: type/when/body/subject
538 + contact/owner user), and `interaction_parties` (flat resolvable "who was
539 + involved": `raw_name` always kept, `contact_uuid`/`staff_person_uuid` resolve
540 + when matched under an exclusive-arc CHECK, `party_snapshot` JSONB freezes the
541 + party's profile as-of-then). `staff_person_uuid` is a soft ref (no FK) so the
542 + optional staff module stays optional.
543 +
544 + ### V136 - Staff employment history
533 545 - Adds `phoenix_kit_staff_employments` — a per-person history of employment
534 546 spans (employment type, translatable `job_title`, org placement via
535 547 `primary_department_uuid` + a `primary_team_uuid` snapshot, date range with
  @@ -1172,7 +1184,7 @@ defmodule PhoenixKit.Migrations.Postgres do
1172 1184 use Ecto.Migration
1173 1185
1174 1186 @initial_version 1
1175 - @current_version 137
1187 + @current_version 138
1176 1188 @default_prefix "public"
1177 1189
1178 1190 @doc false
  @@ -0,0 +1,204 @@
1 + defmodule PhoenixKit.Migrations.Postgres.V138 do
2 + @moduledoc """
3 + V138: CRM v1 — interaction tracker (contacts, companies, interactions).
4 +
5 + Five tables for the `phoenix_kit_crm` plugin's first real data model: a
6 + Contact (cloned in spirit from staff `Person`, but the user link is
7 + **optional**), a Company, the contact↔company membership (carrying free-form
8 + role + department on the edge), and the interaction log (entries + their
9 + resolvable "involved parties" with an as-of-then profile snapshot).
10 +
11 + ## phoenix_kit_crm_contacts
12 + A CRM contact (client/customer). Unlike staff `Person`, `user_uuid` is
13 + **nullable** — most contacts never log in. A partial unique index keeps it
14 + 1:1 (one contact per user) only among the rows that *are* linked.
15 +
16 + ## phoenix_kit_crm_companies
17 + A company/organization record (its own data; not a login user).
18 +
19 + ## phoenix_kit_crm_company_memberships
20 + Contact↔company link, many-to-many, with free-form `role_in_company` and
21 + `department` on the edge + an `is_primary` flag (drives the headline display
22 + and the interaction snapshot).
23 +
24 + ## phoenix_kit_crm_interactions
25 + A logged interaction ("client called, discussed X"): type, when, body,
26 + the subject contact, and the staff user who logged it.
27 +
28 + ## phoenix_kit_crm_interaction_parties
29 + Flat, resolvable "who was involved" list per interaction. `raw_name` is
30 + always kept; `contact_uuid` / `staff_person_uuid` resolve to records when
31 + matched (exclusive-arc: at most one set). `party_snapshot` freezes the
32 + party's profile as it was at log time. `staff_person_uuid` is a **soft ref**
33 + (no FK) so the optional staff module stays optional.
34 +
35 + All operations are idempotent.
36 + """
37 +
38 + use Ecto.Migration
39 +
40 + def up(opts) do
41 + prefix = Map.get(opts, :prefix, "public")
42 + p = prefix_str(prefix)
43 +
44 + # ── Contacts ──────────────────────────────────────────────────────
45 + execute("""
46 + CREATE TABLE IF NOT EXISTS #{p}phoenix_kit_crm_contacts (
47 + uuid UUID PRIMARY KEY DEFAULT uuid_generate_v7(),
48 + name VARCHAR(255),
49 + status VARCHAR(50) NOT NULL DEFAULT 'active',
50 + email VARCHAR(255),
51 + phone VARCHAR(50),
52 + notes TEXT,
53 + user_uuid UUID REFERENCES #{p}phoenix_kit_users(uuid) ON DELETE SET NULL,
54 + metadata JSONB NOT NULL DEFAULT '{}',
55 + inserted_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
56 + updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
57 + )
58 + """)
59 +
60 + # One contact per linked user (only among rows that are actually linked).
61 + execute("""
62 + CREATE UNIQUE INDEX IF NOT EXISTS idx_crm_contacts_user_uuid
63 + ON #{p}phoenix_kit_crm_contacts (user_uuid)
64 + WHERE user_uuid IS NOT NULL
65 + """)
66 +
67 + execute("""
68 + CREATE INDEX IF NOT EXISTS idx_crm_contacts_status
69 + ON #{p}phoenix_kit_crm_contacts (status)
70 + """)
71 +
72 + # ── Companies ─────────────────────────────────────────────────────
73 + execute("""
74 + CREATE TABLE IF NOT EXISTS #{p}phoenix_kit_crm_companies (
75 + uuid UUID PRIMARY KEY DEFAULT uuid_generate_v7(),
76 + name VARCHAR(255),
77 + status VARCHAR(50) NOT NULL DEFAULT 'active',
78 + website VARCHAR(255),
79 + email VARCHAR(255),
80 + phone VARCHAR(50),
81 + address TEXT,
82 + industry VARCHAR(255),
83 + notes TEXT,
84 + metadata JSONB NOT NULL DEFAULT '{}',
85 + inserted_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
86 + updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
87 + )
88 + """)
89 +
90 + execute("""
91 + CREATE INDEX IF NOT EXISTS idx_crm_companies_status
92 + ON #{p}phoenix_kit_crm_companies (status)
93 + """)
94 +
95 + # ── Contact ↔ Company memberships ─────────────────────────────────
96 + execute("""
97 + CREATE TABLE IF NOT EXISTS #{p}phoenix_kit_crm_company_memberships (
98 + uuid UUID PRIMARY KEY DEFAULT uuid_generate_v7(),
99 + contact_uuid UUID NOT NULL REFERENCES #{p}phoenix_kit_crm_contacts(uuid) ON DELETE CASCADE,
100 + company_uuid UUID NOT NULL REFERENCES #{p}phoenix_kit_crm_companies(uuid) ON DELETE CASCADE,
101 + role_in_company VARCHAR(255),
102 + department VARCHAR(255),
103 + is_primary BOOLEAN NOT NULL DEFAULT false,
104 + position INTEGER NOT NULL DEFAULT 0,
105 + inserted_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
106 + updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
107 + CONSTRAINT phoenix_kit_crm_company_memberships_uniq UNIQUE (contact_uuid, company_uuid)
108 + )
109 + """)
110 +
111 + execute("""
112 + CREATE INDEX IF NOT EXISTS idx_crm_memberships_contact
113 + ON #{p}phoenix_kit_crm_company_memberships (contact_uuid)
114 + """)
115 +
116 + execute("""
117 + CREATE INDEX IF NOT EXISTS idx_crm_memberships_company
118 + ON #{p}phoenix_kit_crm_company_memberships (company_uuid)
119 + """)
120 +
121 + # ── Interactions ──────────────────────────────────────────────────
122 + execute("""
123 + CREATE TABLE IF NOT EXISTS #{p}phoenix_kit_crm_interactions (
124 + uuid UUID PRIMARY KEY DEFAULT uuid_generate_v7(),
125 + contact_uuid UUID NOT NULL REFERENCES #{p}phoenix_kit_crm_contacts(uuid) ON DELETE CASCADE,
126 + interaction_type VARCHAR(50) NOT NULL DEFAULT 'note',
127 + occurred_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
128 + subject VARCHAR(255),
129 + body TEXT,
130 + owner_user_uuid UUID REFERENCES #{p}phoenix_kit_users(uuid) ON DELETE SET NULL,
131 + metadata JSONB NOT NULL DEFAULT '{}',
132 + inserted_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
133 + updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
134 + )
135 + """)
136 +
137 + execute("""
138 + CREATE INDEX IF NOT EXISTS idx_crm_interactions_contact
139 + ON #{p}phoenix_kit_crm_interactions (contact_uuid, occurred_at DESC)
140 + """)
141 +
142 + # ── Interaction parties (resolvable mentions) ─────────────────────
143 + # raw_name always kept; contact_uuid / staff_person_uuid resolve when
144 + # matched (at most one). staff_person_uuid is a SOFT ref (no FK) so the
145 + # optional staff module stays optional.
146 + execute("""
147 + CREATE TABLE IF NOT EXISTS #{p}phoenix_kit_crm_interaction_parties (
148 + uuid UUID PRIMARY KEY DEFAULT uuid_generate_v7(),
149 + interaction_uuid UUID NOT NULL REFERENCES #{p}phoenix_kit_crm_interactions(uuid) ON DELETE CASCADE,
150 + raw_name VARCHAR(255) NOT NULL,
151 + contact_uuid UUID REFERENCES #{p}phoenix_kit_crm_contacts(uuid) ON DELETE SET NULL,
152 + staff_person_uuid UUID,
153 + party_snapshot JSONB NOT NULL DEFAULT '{}',
154 + position INTEGER NOT NULL DEFAULT 0,
155 + inserted_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
156 + updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
157 + CONSTRAINT phoenix_kit_crm_party_exclusive_arc
158 + CHECK (NOT (contact_uuid IS NOT NULL AND staff_person_uuid IS NOT NULL))
159 + )
160 + """)
161 +
162 + execute("""
163 + CREATE INDEX IF NOT EXISTS idx_crm_parties_interaction
164 + ON #{p}phoenix_kit_crm_interaction_parties (interaction_uuid)
165 + """)
166 +
167 + execute("""
168 + CREATE INDEX IF NOT EXISTS idx_crm_parties_contact
169 + ON #{p}phoenix_kit_crm_interaction_parties (contact_uuid)
170 + WHERE contact_uuid IS NOT NULL
171 + """)
172 +
173 + execute("""
174 + CREATE INDEX IF NOT EXISTS idx_crm_parties_staff_person
175 + ON #{p}phoenix_kit_crm_interaction_parties (staff_person_uuid)
176 + WHERE staff_person_uuid IS NOT NULL
177 + """)
178 +
179 + execute("COMMENT ON TABLE #{p}phoenix_kit IS '138'")
180 + end
181 +
182 + @doc """
183 + Rolls V138 back by dropping the five CRM v1 tables in reverse dependency
184 + order.
185 +
186 + **Lossy rollback:** all contacts, companies, memberships, interactions, and
187 + party rows are lost. Back up before rolling back in production.
188 + """
189 + def down(opts) do
190 + prefix = Map.get(opts, :prefix, "public")
191 + p = prefix_str(prefix)
192 +
193 + execute("DROP TABLE IF EXISTS #{p}phoenix_kit_crm_interaction_parties CASCADE")
194 + execute("DROP TABLE IF EXISTS #{p}phoenix_kit_crm_interactions CASCADE")
195 + execute("DROP TABLE IF EXISTS #{p}phoenix_kit_crm_company_memberships CASCADE")
196 + execute("DROP TABLE IF EXISTS #{p}phoenix_kit_crm_companies CASCADE")
197 + execute("DROP TABLE IF EXISTS #{p}phoenix_kit_crm_contacts CASCADE")
198 +
199 + execute("COMMENT ON TABLE #{p}phoenix_kit IS '137'")
200 + end
201 +
202 + defp prefix_str("public"), do: "public."
203 + defp prefix_str(prefix), do: "#{prefix}."
204 + end
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