sales documents

server/prisma/migrations/20260315183000_sales_approvals_and_revisions/migration.sql

@@ -0,0 +1,53 @@
+-- AlterTable
+ALTER TABLE "SalesQuote" ADD COLUMN "approvedAt" DATETIME;
+ALTER TABLE "SalesQuote" ADD COLUMN "approvedById" TEXT;
+
+-- AlterTable
+ALTER TABLE "SalesOrder" ADD COLUMN "approvedAt" DATETIME;
+ALTER TABLE "SalesOrder" ADD COLUMN "approvedById" TEXT;
+
+-- CreateTable
+CREATE TABLE "SalesQuoteRevision" (
+    "id" TEXT NOT NULL PRIMARY KEY,
+    "quoteId" TEXT NOT NULL,
+    "revisionNumber" INTEGER NOT NULL,
+    "reason" TEXT NOT NULL,
+    "snapshot" TEXT NOT NULL,
+    "createdById" TEXT,
+    "createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" DATETIME NOT NULL,
+    CONSTRAINT "SalesQuoteRevision_quoteId_fkey" FOREIGN KEY ("quoteId") REFERENCES "SalesQuote" ("id") ON DELETE CASCADE ON UPDATE CASCADE,
+    CONSTRAINT "SalesQuoteRevision_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User" ("id") ON DELETE SET NULL ON UPDATE CASCADE
+);
+
+-- CreateTable
+CREATE TABLE "SalesOrderRevision" (
+    "id" TEXT NOT NULL PRIMARY KEY,
+    "orderId" TEXT NOT NULL,
+    "revisionNumber" INTEGER NOT NULL,
+    "reason" TEXT NOT NULL,
+    "snapshot" TEXT NOT NULL,
+    "createdById" TEXT,
+    "createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" DATETIME NOT NULL,
+    CONSTRAINT "SalesOrderRevision_orderId_fkey" FOREIGN KEY ("orderId") REFERENCES "SalesOrder" ("id") ON DELETE CASCADE ON UPDATE CASCADE,
+    CONSTRAINT "SalesOrderRevision_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User" ("id") ON DELETE SET NULL ON UPDATE CASCADE
+);
+
+-- CreateIndex
+CREATE INDEX "SalesQuote_approvedById_idx" ON "SalesQuote"("approvedById");
+
+-- CreateIndex
+CREATE INDEX "SalesOrder_approvedById_idx" ON "SalesOrder"("approvedById");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "SalesQuoteRevision_quoteId_revisionNumber_key" ON "SalesQuoteRevision"("quoteId", "revisionNumber");
+
+-- CreateIndex
+CREATE INDEX "SalesQuoteRevision_quoteId_createdAt_idx" ON "SalesQuoteRevision"("quoteId", "createdAt");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "SalesOrderRevision_orderId_revisionNumber_key" ON "SalesOrderRevision"("orderId", "revisionNumber");
+
+-- CreateIndex
+CREATE INDEX "SalesOrderRevision_orderId_createdAt_idx" ON "SalesOrderRevision"("orderId", "createdAt");

server/prisma/schema.prisma

@@ -24,6 +24,10 @@ model User {
   ownedProjects Project[] @relation("ProjectOwner")
   workOrderMaterialIssues WorkOrderMaterialIssue[]
   workOrderCompletions WorkOrderCompletion[]
+  approvedSalesQuotes SalesQuote[] @relation("SalesQuoteApprovedBy")
+  approvedSalesOrders SalesOrder[] @relation("SalesOrderApprovedBy")
+  salesQuoteRevisionsCreated SalesQuoteRevision[] @relation("SalesQuoteRevisionCreatedBy")
+  salesOrderRevisionsCreated SalesOrderRevision[] @relation("SalesOrderRevisionCreatedBy")
 }
 
 model Role {
@@ -305,6 +309,8 @@ model SalesQuote {
   status         String
   issueDate      DateTime
   expiresAt      DateTime?
+  approvedAt     DateTime?
+  approvedById   String?
   discountPercent Float   @default(0)
   taxPercent      Float   @default(0)
   freightAmount   Float   @default(0)
@@ -312,8 +318,10 @@ model SalesQuote {
   createdAt      DateTime @default(now())
   updatedAt      DateTime @updatedAt
   customer       Customer @relation(fields: [customerId], references: [id], onDelete: Restrict)
+  approvedBy     User? @relation("SalesQuoteApprovedBy", fields: [approvedById], references: [id], onDelete: SetNull)
   lines          SalesQuoteLine[]
   projects       Project[]
+  revisions      SalesQuoteRevision[]
 }
 
 model SalesQuoteLine {
@@ -339,6 +347,8 @@ model SalesOrder {
   customerId     String
   status         String
   issueDate      DateTime
+  approvedAt     DateTime?
+  approvedById   String?
   discountPercent Float   @default(0)
   taxPercent      Float   @default(0)
   freightAmount   Float   @default(0)
@@ -346,9 +356,11 @@ model SalesOrder {
   createdAt      DateTime @default(now())
   updatedAt      DateTime @updatedAt
   customer       Customer @relation(fields: [customerId], references: [id], onDelete: Restrict)
+  approvedBy     User? @relation("SalesOrderApprovedBy", fields: [approvedById], references: [id], onDelete: SetNull)
   lines          SalesOrderLine[]
   shipments      Shipment[]
   projects       Project[]
+  revisions      SalesOrderRevision[]
 }
 
 model SalesOrderLine {
@@ -368,6 +380,38 @@ model SalesOrderLine {
   @@index([orderId, position])
 }
 
+model SalesQuoteRevision {
+  id             String   @id @default(cuid())
+  quoteId        String
+  revisionNumber Int
+  reason         String
+  snapshot       String
+  createdById    String?
+  createdAt      DateTime @default(now())
+  updatedAt      DateTime @updatedAt
+  quote          SalesQuote @relation(fields: [quoteId], references: [id], onDelete: Cascade)
+  createdBy      User? @relation("SalesQuoteRevisionCreatedBy", fields: [createdById], references: [id], onDelete: SetNull)
+
+  @@unique([quoteId, revisionNumber])
+  @@index([quoteId, createdAt])
+}
+
+model SalesOrderRevision {
+  id             String   @id @default(cuid())
+  orderId        String
+  revisionNumber Int
+  reason         String
+  snapshot       String
+  createdById    String?
+  createdAt      DateTime @default(now())
+  updatedAt      DateTime @updatedAt
+  order          SalesOrder @relation(fields: [orderId], references: [id], onDelete: Cascade)
+  createdBy      User? @relation("SalesOrderRevisionCreatedBy", fields: [createdById], references: [id], onDelete: SetNull)
+
+  @@unique([orderId, revisionNumber])
+  @@index([orderId, createdAt])
+}
+
 model Shipment {
   id             String   @id @default(cuid())
   shipmentNumber String   @unique