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feat: pre-launch fixes - renewal date, task suppression, active policies, contacts, N/A enforcement, completion prompts, task groups, client notes, parent/subsidiary linking

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lorentz 2026-04-07 01:56:18 +00:00
parent 0ac872a4da
commit 9dd30de358
14 changed files with 791 additions and 29 deletions
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26
ondeck/prisma/schema.prisma
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@ -122,6 +122,7 @@ model Client {
designationId String? @map("designation_id")
designation2Id String? @map("designation2_id")
claimsAdvocateId String? @map("claims_advocate_id")
parentClientId String? @map("parent_client_id")
notes String? @db.Text
customFields Json @default("{}") @map("custom_fields")
lastSyncedAt DateTime? @map("last_synced_at")
@ -131,18 +132,39 @@ model Client {
designation Designation? @relation("ClientDesignation1", fields: [designationId], references: [id])
designation2 Designation? @relation("ClientDesignation2", fields: [designation2Id], references: [id])
claimsAdvocate User? @relation("ClientAdvocate", fields: [claimsAdvocateId], references: [id])
parentClient Client? @relation("ClientParent", fields: [parentClientId], references: [id])
subsidiaries Client[] @relation("ClientParent")
policies Policy[]
tasks Task[]
policyGroups PolicyGroup[]
members ClientMember[]
contacts ClientContact[]
@@index([name])
@@index([designationId])
@@index([designation2Id])
@@index([claimsAdvocateId])
@@index([parentClientId])
@@map("clients")
}
model ClientContact {
id String @id @default(cuid())
clientId String @map("client_id")
label String
name String
phone String?
email String?
notes String? @db.Text
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
client Client @relation(fields: [clientId], references: [id], onDelete: Cascade)
@@index([clientId])
@@map("client_contacts")
}
model ClientMember {
id String @id @default(cuid())
clientId String @map("client_id")
@ -258,6 +280,7 @@ model TaskTemplate {
timing TaskTiming
daysOffset Int @map("days_offset")
defaultPriority TaskPriority @map("default_priority")
taskGroup String? @map("task_group")
isActive Boolean @default(true) @map("is_active")
displayOrder Int? @map("display_order")
designationId String? @map("designation_id")
@ -294,6 +317,9 @@ model Task {
isAdHoc Boolean @default(false) @map("is_ad_hoc")
naReason String? @map("na_reason") @db.Text
cancelledReason String? @map("cancelled_reason") @db.Text
taskGroup String? @map("task_group")
imageRightFiled Boolean? @map("image_right_filed")
reminderDate DateTime? @map("reminder_date")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")