Add Contact standard object, related lists, meilisearch, pagination, search, AI assistant

2026-01-16 18:01:26 +01:00
parent 51c82d3d95
commit 20fc90a3fb
62 changed files with 6613 additions and 278 deletions
--- a/backend/migrations/tenant/20250305000001_create_contacts_and_contact_details.js
+++ b/backend/migrations/tenant/20250305000001_create_contacts_and_contact_details.js
@@ -0,0 +1,207 @@
+exports.up = async function (knex) {
+  await knex.schema.createTable('contacts', (table) => {
+    table.uuid('id').primary().defaultTo(knex.raw('(UUID())'));
+    table.string('firstName', 100).notNullable();
+    table.string('lastName', 100).notNullable();
+    table.uuid('accountId').notNullable();
+    table.timestamps(true, true);
+
+    table
+      .foreign('accountId')
+      .references('id')
+      .inTable('accounts')
+      .onDelete('CASCADE');
+    table.index(['accountId']);
+    table.index(['lastName', 'firstName']);
+  });
+
+  await knex.schema.createTable('contact_details', (table) => {
+    table.uuid('id').primary().defaultTo(knex.raw('(UUID())'));
+    table.string('relatedObjectType', 100).notNullable();
+    table.uuid('relatedObjectId').notNullable();
+    table.string('detailType', 50).notNullable();
+    table.string('label', 100);
+    table.text('value').notNullable();
+    table.boolean('isPrimary').defaultTo(false);
+    table.timestamps(true, true);
+
+    table.index(['relatedObjectType', 'relatedObjectId']);
+    table.index(['detailType']);
+  });
+
+  const [contactObjectId] = await knex('object_definitions').insert({
+    id: knex.raw('(UUID())'),
+    apiName: 'Contact',
+    label: 'Contact',
+    pluralLabel: 'Contacts',
+    description: 'Standard Contact object',
+    isSystem: true,
+    isCustom: false,
+    created_at: knex.fn.now(),
+    updated_at: knex.fn.now(),
+  });
+
+  const contactObjectDefId =
+    contactObjectId ||
+    (await knex('object_definitions').where('apiName', 'Contact').first()).id;
+
+  await knex('field_definitions').insert([
+    {
+      id: knex.raw('(UUID())'),
+      objectDefinitionId: contactObjectDefId,
+      apiName: 'firstName',
+      label: 'First Name',
+      type: 'String',
+      length: 100,
+      isRequired: true,
+      isSystem: true,
+      isCustom: false,
+      displayOrder: 1,
+      created_at: knex.fn.now(),
+      updated_at: knex.fn.now(),
+    },
+    {
+      id: knex.raw('(UUID())'),
+      objectDefinitionId: contactObjectDefId,
+      apiName: 'lastName',
+      label: 'Last Name',
+      type: 'String',
+      length: 100,
+      isRequired: true,
+      isSystem: true,
+      isCustom: false,
+      displayOrder: 2,
+      created_at: knex.fn.now(),
+      updated_at: knex.fn.now(),
+    },
+    {
+      id: knex.raw('(UUID())'),
+      objectDefinitionId: contactObjectDefId,
+      apiName: 'accountId',
+      label: 'Account',
+      type: 'Reference',
+      referenceObject: 'Account',
+      isRequired: true,
+      isSystem: true,
+      isCustom: false,
+      displayOrder: 3,
+      created_at: knex.fn.now(),
+      updated_at: knex.fn.now(),
+    },
+  ]);
+
+  const [contactDetailObjectId] = await knex('object_definitions').insert({
+    id: knex.raw('(UUID())'),
+    apiName: 'ContactDetail',
+    label: 'Contact Detail',
+    pluralLabel: 'Contact Details',
+    description: 'Polymorphic contact detail object',
+    isSystem: true,
+    isCustom: false,
+    created_at: knex.fn.now(),
+    updated_at: knex.fn.now(),
+  });
+
+  const contactDetailObjectDefId =
+    contactDetailObjectId ||
+    (await knex('object_definitions').where('apiName', 'ContactDetail').first())
+      .id;
+
+  const contactDetailRelationObjects = ['Account', 'Contact']
+
+  await knex('field_definitions').insert([
+    {
+      id: knex.raw('(UUID())'),
+      objectDefinitionId: contactDetailObjectDefId,
+      apiName: 'relatedObjectType',
+      label: 'Related Object Type',
+      type: 'PICKLIST',
+      length: 100,
+      isRequired: true,
+      isSystem: false,
+      isCustom: false,
+      displayOrder: 1,
+      ui_metadata: JSON.stringify({
+        options: contactDetailRelationObjects.map((value) => ({ label: value, value })),
+      }),
+      created_at: knex.fn.now(),
+      updated_at: knex.fn.now(),
+    },
+    {
+      id: knex.raw('(UUID())'),
+      objectDefinitionId: contactDetailObjectDefId,
+      apiName: 'relatedObjectId',
+      label: 'Related Object ID',
+      type: 'LOOKUP',
+      length: 36,
+      isRequired: true,
+      isSystem: false,
+      isCustom: false,
+      displayOrder: 2,
+      ui_metadata: JSON.stringify({
+        relationObjects: contactDetailRelationObjects,
+        relationTypeField: 'relatedObjectType',
+        relationDisplayField: 'name',
+      }),
+      created_at: knex.fn.now(),
+      updated_at: knex.fn.now(),
+    },
+    {
+      id: knex.raw('(UUID())'),
+      objectDefinitionId: contactDetailObjectDefId,
+      apiName: 'detailType',
+      label: 'Detail Type',
+      type: 'String',
+      length: 50,
+      isRequired: true,
+      isSystem: false,
+      isCustom: false,
+      displayOrder: 3,
+      created_at: knex.fn.now(),
+      updated_at: knex.fn.now(),
+    },
+    {
+      id: knex.raw('(UUID())'),
+      objectDefinitionId: contactDetailObjectDefId,
+      apiName: 'label',
+      label: 'Label',
+      type: 'String',
+      length: 100,
+      isSystem: false,
+      isCustom: false,
+      displayOrder: 4,
+      created_at: knex.fn.now(),
+      updated_at: knex.fn.now(),
+    },
+    {
+      id: knex.raw('(UUID())'),
+      objectDefinitionId: contactDetailObjectDefId,
+      apiName: 'value',
+      label: 'Value',
+      type: 'Text',
+      isRequired: true,
+      isSystem: false,
+      isCustom: false,
+      displayOrder: 5,
+      created_at: knex.fn.now(),
+      updated_at: knex.fn.now(),
+    },
+    {
+      id: knex.raw('(UUID())'),
+      objectDefinitionId: contactDetailObjectDefId,
+      apiName: 'isPrimary',
+      label: 'Primary',
+      type: 'Boolean',
+      isSystem: false,
+      isCustom: false,
+      displayOrder: 6,
+      created_at: knex.fn.now(),
+      updated_at: knex.fn.now(),
+    },
+  ]);
+};
+
+exports.down = async function (knex) {
+  await knex.schema.dropTableIfExists('contact_details');
+  await knex.schema.dropTableIfExists('contacts');
+};
--- a/backend/migrations/tenant/20250305000002_update_contact_detail_polymorphic_fields.js
+++ b/backend/migrations/tenant/20250305000002_update_contact_detail_polymorphic_fields.js
@@ -0,0 +1,101 @@
+exports.up = async function (knex) {
+  const contactDetailObject = await knex('object_definitions')
+    .where({ apiName: 'ContactDetail' })
+    .first();
+
+  if (!contactDetailObject) return;
+
+  const relationObjects = ['Account', 'Contact'];
+
+  await knex('field_definitions')
+    .where({
+      objectDefinitionId: contactDetailObject.id,
+      apiName: 'relatedObjectType',
+    })
+    .update({
+      type: 'PICKLIST',
+      length: 100,
+      isSystem: false,
+      ui_metadata: JSON.stringify({
+        options: relationObjects.map((value) => ({ label: value, value })),
+      }),
+      updated_at: knex.fn.now(),
+    });
+
+  await knex('field_definitions')
+    .where({
+      objectDefinitionId: contactDetailObject.id,
+      apiName: 'relatedObjectId',
+    })
+    .update({
+      type: 'LOOKUP',
+      length: 36,
+      isSystem: false,
+      ui_metadata: JSON.stringify({
+        relationObjects,
+        relationTypeField: 'relatedObjectType',
+        relationDisplayField: 'name',
+      }),
+      updated_at: knex.fn.now(),
+    });
+
+  await knex('field_definitions')
+    .whereIn('apiName', [
+      'detailType',
+      'label',
+      'value',
+      'isPrimary',
+    ])
+    .andWhere({ objectDefinitionId: contactDetailObject.id })
+    .update({
+      isSystem: false,
+      updated_at: knex.fn.now(),
+    });
+};
+
+exports.down = async function (knex) {
+  const contactDetailObject = await knex('object_definitions')
+    .where({ apiName: 'ContactDetail' })
+    .first();
+
+  if (!contactDetailObject) return;
+
+  await knex('field_definitions')
+    .where({
+      objectDefinitionId: contactDetailObject.id,
+      apiName: 'relatedObjectType',
+    })
+    .update({
+      type: 'String',
+      length: 100,
+      isSystem: true,
+      ui_metadata: null,
+      updated_at: knex.fn.now(),
+    });
+
+  await knex('field_definitions')
+    .where({
+      objectDefinitionId: contactDetailObject.id,
+      apiName: 'relatedObjectId',
+    })
+    .update({
+      type: 'String',
+      length: 36,
+      isSystem: true,
+      ui_metadata: null,
+      updated_at: knex.fn.now(),
+    });
+
+  await knex('field_definitions')
+    .whereIn('apiName', [
+      'detailType',
+      'label',
+      'value',
+      'isPrimary',
+    ])
+    .andWhere({ objectDefinitionId: contactDetailObject.id })
+    .update({
+      isSystem: true,
+      updated_at: knex.fn.now(),
+    });
+};
--- a/backend/migrations/tenant/20250305000003_make_contact_detail_fields_editable.js
+++ b/backend/migrations/tenant/20250305000003_make_contact_detail_fields_editable.js
@@ -0,0 +1,45 @@
+exports.up = async function (knex) {
+  const contactDetailObject = await knex('object_definitions')
+    .where({ apiName: 'ContactDetail' })
+    .first();
+
+  if (!contactDetailObject) return;
+
+  await knex('field_definitions')
+    .where({ objectDefinitionId: contactDetailObject.id })
+    .whereIn('apiName', [
+      'relatedObjectType',
+      'relatedObjectId',
+      'detailType',
+      'label',
+      'value',
+      'isPrimary',
+    ])
+    .update({
+      isSystem: false,
+      updated_at: knex.fn.now(),
+    });
+};
+
+exports.down = async function (knex) {
+  const contactDetailObject = await knex('object_definitions')
+    .where({ apiName: 'ContactDetail' })
+    .first();
+
+  if (!contactDetailObject) return;
+
+  await knex('field_definitions')
+    .where({ objectDefinitionId: contactDetailObject.id })
+    .whereIn('apiName', [
+      'relatedObjectType',
+      'relatedObjectId',
+      'detailType',
+      'label',
+      'value',
+      'isPrimary',
+    ])
+    .update({
+      isSystem: true,
+      updated_at: knex.fn.now(),
+    });
+};
--- a/backend/migrations/tenant/20250311000002_add_owner_to_contacts.js
+++ b/backend/migrations/tenant/20250311000002_add_owner_to_contacts.js
@@ -0,0 +1,62 @@
+exports.up = async function (knex) {
+  // Add ownerId column to contacts
+  await knex.schema.alterTable('contacts', (table) => {
+    table.uuid('ownerId');
+    table
+      .foreign('ownerId')
+      .references('id')
+      .inTable('users')
+      .onDelete('SET NULL');
+    table.index(['ownerId']);
+  });
+
+  // Add ownerId field definition metadata for Contact object
+  const contactObject = await knex('object_definitions')
+    .where('apiName', 'Contact')
+    .first();
+
+  if (contactObject) {
+    const existingField = await knex('field_definitions')
+      .where({
+        objectDefinitionId: contactObject.id,
+        apiName: 'ownerId',
+      })
+      .first();
+
+    if (!existingField) {
+      await knex('field_definitions').insert({
+        id: knex.raw('(UUID())'),
+        objectDefinitionId: contactObject.id,
+        apiName: 'ownerId',
+        label: 'Owner',
+        type: 'Reference',
+        referenceObject: 'User',
+        isSystem: true,
+        isCustom: false,
+        displayOrder: 4,
+        created_at: knex.fn.now(),
+        updated_at: knex.fn.now(),
+      });
+    }
+  }
+};
+
+exports.down = async function (knex) {
+  const contactObject = await knex('object_definitions')
+    .where('apiName', 'Contact')
+    .first();
+
+  if (contactObject) {
+    await knex('field_definitions')
+      .where({
+        objectDefinitionId: contactObject.id,
+        apiName: 'ownerId',
+      })
+      .delete();
+  }
+
+  await knex.schema.alterTable('contacts', (table) => {
+    table.dropForeign(['ownerId']);
+    table.dropColumn('ownerId');
+  });
+};