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

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phoenix_kit lib phoenix_kit migrations postgres v105.ex
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lib/phoenix_kit/migrations/postgres/v105.ex 

defmodule PhoenixKit.Migrations.Postgres.V105 do

  @moduledoc """

  V105: CRM tables.



  Two tables supporting the upcoming `phoenix_kit_crm` plugin:



  ## phoenix_kit_crm_role_settings



  Tracks which user roles have opted into the CRM module. One row per

  role; the FK cascades on role deletion so no orphan cleanup is needed.



  - `role_uuid UUID PRIMARY KEY` — FK → `phoenix_kit_user_roles(uuid)` ON DELETE CASCADE

  - `enabled BOOLEAN NOT NULL DEFAULT false` — opt-in flag; false by default

    so existing roles are unaffected until an admin explicitly enables CRM.

  - `inserted_at`, `updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()`



  ## phoenix_kit_crm_user_role_view



  Per-user, per-scope view preferences for CRM tables (column selection,

  ordering, active filters). One row per (user, scope) pair; scope values

  are strings like `"role:<uuid>"` or `"companies"`.



  - `uuid UUID PRIMARY KEY DEFAULT uuid_generate_v7()`

  - `user_uuid UUID NOT NULL` — FK → `phoenix_kit_users(uuid)` ON DELETE CASCADE

  - `scope VARCHAR(100) NOT NULL` — e.g. `"role:<uuid>"`, `"companies"`

  - `view_config JSONB NOT NULL DEFAULT '{}'` — arbitrary UI preferences blob

  - `inserted_at`, `updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()`

  - `UNIQUE (user_uuid, scope)` — one preference row per user/scope pair

  - Index on `(user_uuid)` for per-user lookups



  All operations are idempotent.

  """



  use Ecto.Migration



  def up(opts) do

    prefix = Map.get(opts, :prefix, "public")

    p = prefix_str(prefix)



    execute("""

    CREATE TABLE IF NOT EXISTS #{p}phoenix_kit_crm_role_settings (

      role_uuid UUID PRIMARY KEY REFERENCES #{p}phoenix_kit_user_roles(uuid) ON DELETE CASCADE,

      enabled BOOLEAN NOT NULL DEFAULT false,

      inserted_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),

      updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()

    )

    """)



    execute("""

    CREATE TABLE IF NOT EXISTS #{p}phoenix_kit_crm_user_role_view (

      uuid UUID PRIMARY KEY DEFAULT uuid_generate_v7(),

      user_uuid UUID NOT NULL REFERENCES #{p}phoenix_kit_users(uuid) ON DELETE CASCADE,

      scope VARCHAR(100) NOT NULL,

      view_config JSONB NOT NULL DEFAULT '{}',

      inserted_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),

      updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),

      CONSTRAINT phoenix_kit_crm_user_role_view_user_scope_uniq UNIQUE (user_uuid, scope)

    )

    """)



    execute("""

    CREATE INDEX IF NOT EXISTS idx_crm_user_role_view_user

    ON #{p}phoenix_kit_crm_user_role_view (user_uuid)

    """)



    execute("COMMENT ON TABLE #{p}phoenix_kit IS '105'")

  end



  @doc """

  Rolls V105 back by dropping both CRM tables in reverse creation order.



  **Lossy rollback:** all role CRM opt-in settings and user view preferences

  are lost. Back up before rolling back in production.

  """

  def down(opts) do

    prefix = Map.get(opts, :prefix, "public")

    p = prefix_str(prefix)



    execute("DROP TABLE IF EXISTS #{p}phoenix_kit_crm_user_role_view CASCADE")

    execute("DROP TABLE IF EXISTS #{p}phoenix_kit_crm_role_settings CASCADE")



    execute("COMMENT ON TABLE #{p}phoenix_kit IS '104'")

  end



  defp prefix_str("public"), do: "public."

  defp prefix_str(prefix), do: "#{prefix}."

end