Changes
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
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renee-png
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commit
2c5bb6cb50
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CREATE TABLE public.collection_workflow_stages (
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id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
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key text NOT NULL UNIQUE,
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label text NOT NULL,
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sort_order integer NOT NULL DEFAULT 0,
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created_at timestamptz NOT NULL DEFAULT now(),
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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ALTER TABLE public.collection_workflow_stages ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "stages_select_auth" ON public.collection_workflow_stages FOR SELECT TO authenticated USING (true);
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CREATE POLICY "stages_insert_admin" ON public.collection_workflow_stages FOR INSERT TO authenticated WITH CHECK (public.is_admin(auth.uid()));
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CREATE POLICY "stages_update_admin" ON public.collection_workflow_stages FOR UPDATE TO authenticated USING (public.is_admin(auth.uid()));
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CREATE POLICY "stages_delete_admin" ON public.collection_workflow_stages FOR DELETE TO authenticated USING (public.is_admin(auth.uid()));
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CREATE TRIGGER tg_stages_updated_at BEFORE UPDATE ON public.collection_workflow_stages FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
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CREATE TABLE public.collection_workflow_tasks (
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id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
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stage_key text NOT NULL REFERENCES public.collection_workflow_stages(key) ON UPDATE CASCADE ON DELETE CASCADE,
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title text NOT NULL,
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days_to_due integer NOT NULL DEFAULT 7,
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sort_order integer NOT NULL DEFAULT 0,
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created_at timestamptz NOT NULL DEFAULT now(),
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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ALTER TABLE public.collection_workflow_tasks ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "wf_tasks_select_auth" ON public.collection_workflow_tasks FOR SELECT TO authenticated USING (true);
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CREATE POLICY "wf_tasks_insert_admin" ON public.collection_workflow_tasks FOR INSERT TO authenticated WITH CHECK (public.is_admin(auth.uid()));
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CREATE POLICY "wf_tasks_update_admin" ON public.collection_workflow_tasks FOR UPDATE TO authenticated USING (public.is_admin(auth.uid()));
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CREATE POLICY "wf_tasks_delete_admin" ON public.collection_workflow_tasks FOR DELETE TO authenticated USING (public.is_admin(auth.uid()));
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CREATE TRIGGER tg_wf_tasks_updated_at BEFORE UPDATE ON public.collection_workflow_tasks FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
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ALTER TABLE public.collections ADD COLUMN current_stage text REFERENCES public.collection_workflow_stages(key) ON UPDATE CASCADE;
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CREATE TABLE public.collection_tasks (
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id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
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collection_id uuid NOT NULL REFERENCES public.collections(id) ON DELETE CASCADE,
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stage_key text REFERENCES public.collection_workflow_stages(key) ON UPDATE CASCADE,
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title text NOT NULL,
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due_date date,
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assignee_id uuid REFERENCES public.profiles(id),
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done boolean NOT NULL DEFAULT false,
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done_at timestamptz,
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sort_order integer NOT NULL DEFAULT 0,
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created_by uuid,
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created_at timestamptz NOT NULL DEFAULT now(),
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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ALTER TABLE public.collection_tasks ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "ctasks_select_case" ON public.collection_tasks FOR SELECT TO authenticated USING (EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_tasks.collection_id AND public.can_access_case(c.case_id, auth.uid())));
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CREATE POLICY "ctasks_insert_case" ON public.collection_tasks FOR INSERT TO authenticated WITH CHECK (EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_tasks.collection_id AND public.can_access_case(c.case_id, auth.uid())));
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CREATE POLICY "ctasks_update_case" ON public.collection_tasks FOR UPDATE TO authenticated USING (EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_tasks.collection_id AND public.can_access_case(c.case_id, auth.uid())));
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CREATE POLICY "ctasks_delete_case" ON public.collection_tasks FOR DELETE TO authenticated USING (EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_tasks.collection_id AND public.can_access_case(c.case_id, auth.uid())));
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CREATE TRIGGER tg_ctasks_updated_at BEFORE UPDATE ON public.collection_tasks FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
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CREATE INDEX idx_ctasks_collection ON public.collection_tasks(collection_id);
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CREATE INDEX idx_ctasks_assignee_open ON public.collection_tasks(assignee_id) WHERE done = false;
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INSERT INTO public.collection_workflow_stages (key, label, sort_order) VALUES
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('notice_of_late_assessment', 'Notice of Late Assessment', 10),
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('notice_of_intent_to_lien', 'Notice of Intent to Lien', 20),
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('notice_of_intent_to_foreclose', 'Notice of Intent to Foreclose', 30),
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('lien_foreclosure', 'Lien Foreclosure', 40);
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INSERT INTO public.collection_workflow_tasks (stage_key, title, days_to_due, sort_order) VALUES
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('notice_of_late_assessment', 'Send Notice of Late Assessment letter', 7, 10),
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('notice_of_late_assessment', 'Confirm delivery / certified mail receipt', 14, 20),
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('notice_of_intent_to_lien', 'Prepare and send Notice of Intent to Lien', 7, 10),
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('notice_of_intent_to_lien', 'Wait statutory cure period', 30, 20),
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('notice_of_intent_to_foreclose', 'File and record lien with county recorder', 7, 10),
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('notice_of_intent_to_foreclose', 'Serve Notice of Intent to Foreclose', 14, 20),
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('lien_foreclosure', 'Engage trustee / file foreclosure complaint', 14, 10),
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('lien_foreclosure', 'Schedule foreclosure sale', 60, 20);
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UPDATE public.collections SET current_stage = 'notice_of_late_assessment' WHERE current_stage IS NULL;
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