Changeset 0.28.0 (#172)

server/database/migrations/018_workflows.sql

@@ -0,0 +1,142 @@
+-- ==========================================
+-- Chat Switchboard — 018 Workflows
+-- ==========================================
+-- Workflow definitions, stages, version snapshots, assignments.
+-- Consolidated v0.28.0: merges 023 + 025 (assignments) + 027 (webhooks).
+-- Also adds deferred FK: channels.workflow_id → workflows.id.
+-- ==========================================
+
+-- =========================================
+-- WORKFLOW DEFINITIONS
+-- =========================================
+
+CREATE TABLE IF NOT EXISTS workflows (
+    id           UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    team_id      UUID REFERENCES teams(id) ON DELETE CASCADE,
+    name         TEXT NOT NULL,
+    slug         TEXT NOT NULL,
+    description  TEXT NOT NULL DEFAULT '',
+    branding     JSONB NOT NULL DEFAULT '{}',
+    entry_mode   TEXT NOT NULL DEFAULT 'public_link'
+                     CHECK (entry_mode IN ('public_link', 'team_only')),
+    is_active    BOOLEAN NOT NULL DEFAULT false,
+    version      INTEGER NOT NULL DEFAULT 1,
+    on_complete  JSONB,
+    retention    JSONB NOT NULL DEFAULT '{"mode": "archive"}',
+
+    -- Webhooks (v0.27.3)
+    webhook_url    TEXT,
+    webhook_secret TEXT,
+
+    created_by   UUID NOT NULL REFERENCES users(id),
+    created_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at   TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS idx_workflows_team_slug
+    ON workflows(team_id, slug) WHERE team_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS idx_workflows_global_slug
+    ON workflows(slug) WHERE team_id IS NULL;
+CREATE INDEX IF NOT EXISTS idx_workflows_active
+    ON workflows(is_active) WHERE is_active = true;
+
+DROP TRIGGER IF EXISTS workflows_updated_at ON workflows;
+CREATE TRIGGER workflows_updated_at
+    BEFORE UPDATE ON workflows
+    FOR EACH ROW EXECUTE FUNCTION update_updated_at();
+
+COMMENT ON TABLE workflows IS 'Team-owned or global workflow definitions with staged processes.';
+COMMENT ON COLUMN workflows.slug IS 'URL-safe identifier, unique within scope (team or global).';
+COMMENT ON COLUMN workflows.branding IS '{"accent_color": "#hex", "logo_url": "...", "tagline": "..."}';
+COMMENT ON COLUMN workflows.on_complete IS 'Chaining hook — triggers another workflow on completion.';
+COMMENT ON COLUMN workflows.retention IS '{"mode": "archive"|"delete", "delete_after_days": N}';
+
+
+-- =========================================
+-- WORKFLOW STAGES
+-- =========================================
+
+CREATE TABLE IF NOT EXISTS workflow_stages (
+    id                 UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    workflow_id        UUID NOT NULL REFERENCES workflows(id) ON DELETE CASCADE,
+    ordinal            INTEGER NOT NULL,
+    name               TEXT NOT NULL,
+    persona_id         UUID REFERENCES personas(id) ON DELETE SET NULL,
+    assignment_team_id UUID REFERENCES teams(id) ON DELETE SET NULL,
+    form_template      JSONB NOT NULL DEFAULT '{}',
+    history_mode       TEXT NOT NULL DEFAULT 'full'
+                           CHECK (history_mode IN ('full', 'summary', 'fresh')),
+    auto_transition    BOOLEAN NOT NULL DEFAULT false,
+    transition_rules   JSONB NOT NULL DEFAULT '{}',
+    created_at         TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_workflow_stages_workflow
+    ON workflow_stages(workflow_id, ordinal);
+
+COMMENT ON TABLE workflow_stages IS 'Ordered stages within a workflow. Each stage has a driving persona and optional human assignment.';
+COMMENT ON COLUMN workflow_stages.history_mode IS 'full=complete history, summary=utility-role summary, fresh=clean slate';
+COMMENT ON COLUMN workflow_stages.form_template IS 'JSON schema of fields the persona should collect from the visitor.';
+
+
+-- =========================================
+-- WORKFLOW VERSIONS (immutable snapshots)
+-- =========================================
+
+CREATE TABLE IF NOT EXISTS workflow_versions (
+    id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    workflow_id     UUID NOT NULL REFERENCES workflows(id) ON DELETE CASCADE,
+    version_number  INTEGER NOT NULL,
+    snapshot        JSONB NOT NULL,
+    created_at      TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+
+    UNIQUE (workflow_id, version_number)
+);
+
+CREATE INDEX IF NOT EXISTS idx_workflow_versions_workflow
+    ON workflow_versions(workflow_id, version_number DESC);
+
+COMMENT ON TABLE workflow_versions IS 'Immutable snapshots of workflow definitions. Active instances run against a pinned version.';
+COMMENT ON COLUMN workflow_versions.snapshot IS 'Full JSON: definition + stages + persona tool grants at publish time.';
+
+
+-- =========================================
+-- WORKFLOW ASSIGNMENTS
+-- =========================================
+
+CREATE TABLE IF NOT EXISTS workflow_assignments (
+    id           UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    channel_id   UUID NOT NULL REFERENCES channels(id) ON DELETE CASCADE,
+    stage        INTEGER NOT NULL,
+    team_id      UUID NOT NULL REFERENCES teams(id) ON DELETE CASCADE,
+    assigned_to  UUID REFERENCES users(id) ON DELETE SET NULL,
+    status       TEXT NOT NULL DEFAULT 'unassigned'
+                     CHECK (status IN ('unassigned', 'claimed', 'completed')),
+    created_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    claimed_at   TIMESTAMPTZ,
+    completed_at TIMESTAMPTZ
+);
+
+CREATE INDEX IF NOT EXISTS idx_workflow_assignments_channel
+    ON workflow_assignments(channel_id, stage);
+CREATE INDEX IF NOT EXISTS idx_workflow_assignments_team_status
+    ON workflow_assignments(team_id, status) WHERE status = 'unassigned';
+CREATE INDEX IF NOT EXISTS idx_workflow_assignments_user
+    ON workflow_assignments(assigned_to) WHERE assigned_to IS NOT NULL;
+
+COMMENT ON TABLE workflow_assignments IS 'Queue entries for human review stages in workflows.';
+COMMENT ON COLUMN workflow_assignments.status IS 'unassigned=waiting, claimed=being worked, completed=done';
+
+
+-- =========================================
+-- DEFERRED FK: channels.workflow_id → workflows
+-- =========================================
+
+DO $$ BEGIN
+    IF NOT EXISTS (
+        SELECT 1 FROM pg_constraint WHERE conname = 'fk_channels_workflow'
+    ) THEN
+        ALTER TABLE channels ADD CONSTRAINT fk_channels_workflow
+            FOREIGN KEY (workflow_id) REFERENCES workflows(id) ON DELETE SET NULL;
+    END IF;
+END $$;