wacrm/supabase/migrations/006_automations.sql

-- ============================================================
-- 006_automations.sql — Automations feature
--
-- Idempotent migration — safe to run multiple times.
-- Follows the same conventions as 001_initial_schema.sql:
--   IF NOT EXISTS on tables/indexes, DROP IF EXISTS before
--   re-creating policies/triggers (Postgres has no
--   CREATE POLICY IF NOT EXISTS).
-- ============================================================

-- ============================================================
-- AUTOMATIONS
-- ============================================================
CREATE TABLE IF NOT EXISTS automations (
  id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
  user_id UUID NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
  name TEXT NOT NULL,
  description TEXT,
  trigger_type TEXT NOT NULL,
  trigger_config JSONB NOT NULL DEFAULT '{}'::jsonb,
  is_active BOOLEAN NOT NULL DEFAULT FALSE,
  execution_count INTEGER NOT NULL DEFAULT 0,
  last_executed_at TIMESTAMPTZ,
  created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
  updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

CREATE INDEX IF NOT EXISTS idx_automations_user_id ON automations(user_id);
-- Partial index tuned for the engine's hot path: find active automations
-- whose trigger_type matches the fired event. RLS then narrows by user_id.
CREATE INDEX IF NOT EXISTS idx_automations_active_trigger
  ON automations(trigger_type) WHERE is_active = TRUE;

ALTER TABLE automations ENABLE ROW LEVEL SECURITY;
DROP POLICY IF EXISTS "Users can manage own automations" ON automations;
CREATE POLICY "Users can manage own automations" ON automations FOR ALL
  USING (auth.uid() = user_id);

DROP TRIGGER IF EXISTS set_updated_at ON automations;
CREATE TRIGGER set_updated_at BEFORE UPDATE ON automations
  FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();

-- ============================================================
-- AUTOMATION_STEPS
--
-- `position`       — order within parent scope (root scope or a branch).
-- `parent_step_id` — NULL for root-level steps; set to the Condition
--                    step's id for steps that live inside one of its
--                    branches.
-- `branch`         — NULL for root steps. For children of a Condition,
--                    'yes' or 'no' identifying which path.
-- ============================================================
CREATE TABLE IF NOT EXISTS automation_steps (
  id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
  automation_id UUID NOT NULL REFERENCES automations(id) ON DELETE CASCADE,
  parent_step_id UUID REFERENCES automation_steps(id) ON DELETE CASCADE,
  branch TEXT CHECK (branch IN ('yes', 'no')),
  step_type TEXT NOT NULL,
  step_config JSONB NOT NULL DEFAULT '{}'::jsonb,
  position INTEGER NOT NULL,
  created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

CREATE INDEX IF NOT EXISTS idx_automation_steps_automation_id
  ON automation_steps(automation_id, position);
CREATE INDEX IF NOT EXISTS idx_automation_steps_parent
  ON automation_steps(parent_step_id) WHERE parent_step_id IS NOT NULL;

ALTER TABLE automation_steps ENABLE ROW LEVEL SECURITY;
DROP POLICY IF EXISTS "Users can manage steps of own automations" ON automation_steps;
CREATE POLICY "Users can manage steps of own automations" ON automation_steps FOR ALL
  USING (
    EXISTS (
      SELECT 1 FROM automations a
      WHERE a.id = automation_steps.automation_id
        AND a.user_id = auth.uid()
    )
  );

-- ============================================================
-- AUTOMATION_LOGS
--
-- user_id is denormalized for simple RLS; contact_id is nullable so
-- history survives contact deletion (mirrors migration 004's pattern
-- on broadcast_recipients / deals).
-- ============================================================
CREATE TABLE IF NOT EXISTS automation_logs (
  id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
  automation_id UUID NOT NULL REFERENCES automations(id) ON DELETE CASCADE,
  user_id UUID NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
  contact_id UUID REFERENCES contacts(id) ON DELETE SET NULL,
  trigger_event TEXT NOT NULL,
  steps_executed JSONB NOT NULL DEFAULT '[]'::jsonb,
  status TEXT NOT NULL CHECK (status IN ('success', 'partial', 'failed')),
  error_message TEXT,
  created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

CREATE INDEX IF NOT EXISTS idx_automation_logs_automation
  ON automation_logs(automation_id, created_at DESC);
CREATE INDEX IF NOT EXISTS idx_automation_logs_user ON automation_logs(user_id);

ALTER TABLE automation_logs ENABLE ROW LEVEL SECURITY;
DROP POLICY IF EXISTS "Users can view own automation logs" ON automation_logs;
CREATE POLICY "Users can view own automation logs" ON automation_logs FOR ALL
  USING (auth.uid() = user_id);

-- ============================================================
-- AUTOMATION_PENDING_EXECUTIONS
--
-- Queue row created when a running automation hits a `wait` step.
-- The cron endpoint drains rows where run_at <= now() and status =
-- 'pending', flips them to 'running', and resumes the automation
-- from `next_step_position` with the saved `context` jsonb.
--
-- Service-role only — writes never originate from the browser, and
-- the engine uses the service-role client. No user policy exposed.
-- ============================================================
CREATE TABLE IF NOT EXISTS automation_pending_executions (
  id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
  automation_id UUID NOT NULL REFERENCES automations(id) ON DELETE CASCADE,
  user_id UUID NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
  contact_id UUID REFERENCES contacts(id) ON DELETE SET NULL,
  log_id UUID REFERENCES automation_logs(id) ON DELETE CASCADE,
  parent_step_id UUID REFERENCES automation_steps(id) ON DELETE SET NULL,
  branch TEXT CHECK (branch IN ('yes', 'no')),
  next_step_position INTEGER NOT NULL,
  context JSONB NOT NULL DEFAULT '{}'::jsonb,
  status TEXT NOT NULL DEFAULT 'pending'
    CHECK (status IN ('pending', 'running', 'done', 'failed')),
  run_at TIMESTAMPTZ NOT NULL,
  created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

CREATE INDEX IF NOT EXISTS idx_automation_pending_due
  ON automation_pending_executions(run_at) WHERE status = 'pending';

ALTER TABLE automation_pending_executions ENABLE ROW LEVEL SECURITY;
-- No SELECT/INSERT/UPDATE/DELETE policy for authenticated users — all
-- access is server-side via the service-role key.