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A foundation for building Elixir Phoenix apps — SaaS, social networks, ERP systems, marketplaces, and more
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Files
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Files
lib/phoenix_kit/migrations/postgres/v148.ex
defmodule PhoenixKit.Migrations.Postgres.V148 do
@moduledoc """
V148: CRM v2 — party roles (suppliers, clients).
One table for the `phoenix_kit_crm` plugin's commercial party typing: a
polymorphic role edge that marks an existing CRM company **or** contact as
a `supplier`, `client`, or other commercial counterparty role. This is the
Odoo `supplier_rank`/`customer_rank` / SAP Business-Partner-roles property
expressed as rows: one party can hold several roles simultaneously (a
company that is both supplier and client has two rows).
## phoenix_kit_crm_party_roles
`roleable_type` + `roleable_uuid` point at `phoenix_kit_crm_companies` or
`phoenix_kit_crm_contacts` (sole-trader suppliers are contacts). The pair
carries **no FK** — a single FK cannot express the polymorphic target;
integrity lives in the CRM changesets, mirroring the `staff_person_uuid`
soft-ref precedent in V138's `interaction_parties`.
`role` is a free string (initial vocabulary: supplier/client/partner) so
the set can grow without a migration; the CRM module validates allowed
values. `valid_from`/`valid_to` give roles a lifecycle ("former supplier")
without deleting history; `is_active` is the quick filter. `metadata`
absorbs role-scoped commercial attributes (payment terms, tax id, account
number, default currency) until they stabilize into typed columns.
Design doc: `phoenix_kit_crm` `dev_docs/design/crm_v2_parties_suppliers_clients.md`.
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_party_roles (
uuid UUID PRIMARY KEY DEFAULT #{p}uuid_generate_v7(),
roleable_type VARCHAR(20) NOT NULL,
roleable_uuid UUID NOT NULL,
role VARCHAR(30) NOT NULL,
is_active BOOLEAN NOT NULL DEFAULT TRUE,
valid_from DATE,
valid_to DATE,
metadata JSONB NOT NULL DEFAULT '{}',
inserted_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
)
""")
# Guarded CHECK: roleable_type is a closed set (the polymorphic targets
# are CRM-owned tables; adding a third target is a migration anyway).
execute("""
DO $$
BEGIN
IF NOT EXISTS (
SELECT 1 FROM pg_constraint
WHERE conname = 'phoenix_kit_crm_party_roles_roleable_type_check'
AND conrelid = '#{p}phoenix_kit_crm_party_roles'::regclass
) THEN
ALTER TABLE #{p}phoenix_kit_crm_party_roles
ADD CONSTRAINT phoenix_kit_crm_party_roles_roleable_type_check
CHECK (roleable_type IN ('company', 'contact'));
END IF;
END $$;
""")
execute("""
CREATE UNIQUE INDEX IF NOT EXISTS phoenix_kit_crm_party_roles_uniq
ON #{p}phoenix_kit_crm_party_roles (roleable_type, roleable_uuid, role)
""")
execute("""
CREATE INDEX IF NOT EXISTS phoenix_kit_crm_party_roles_role_active_idx
ON #{p}phoenix_kit_crm_party_roles (role, is_active)
""")
execute("""
CREATE INDEX IF NOT EXISTS phoenix_kit_crm_party_roles_roleable_idx
ON #{p}phoenix_kit_crm_party_roles (roleable_type, roleable_uuid)
""")
execute("COMMENT ON TABLE #{p}phoenix_kit IS '148'")
end
@doc """
Rolls V148 back by dropping the party-roles table.
**Lossy rollback:** all supplier/client role assignments are lost. The
underlying companies/contacts (V138) are untouched.
"""
def down(opts) do
prefix = Map.get(opts, :prefix, "public")
p = prefix_str(prefix)
execute("DROP TABLE IF EXISTS #{p}phoenix_kit_crm_party_roles CASCADE")
execute("COMMENT ON TABLE #{p}phoenix_kit IS '147'")
end
defp prefix_str("public"), do: "public."
defp prefix_str(prefix), do: "#{prefix}."
end