feat: implement client portal schema with new revision tracking and RLS policies, and add date-fns dependency
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-- 0007: Add Client Portal Tables and Roles
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-- Run after: 0006_add_pgvector_and_embeddings.sql
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-- 1. Update Profiles with Role
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ALTER TABLE public.profiles ADD COLUMN IF NOT EXISTS role text DEFAULT 'freelancer'::text CHECK (role IN ('freelancer', 'client'));
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-- 2. Update Clients to link to Client Auth ID
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ALTER TABLE public.clients ADD COLUMN IF NOT EXISTS client_auth_id uuid REFERENCES auth.users(id) ON DELETE SET NULL;
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-- 3. Update Tasks to add Client Visibility
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ALTER TABLE public.tasks ADD COLUMN IF NOT EXISTS is_public_to_client boolean DEFAULT false;
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-- 4. Create Project Revisions table
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CREATE TABLE IF NOT EXISTS public.project_revisions (
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id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
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project_id uuid REFERENCES public.projects(id) ON DELETE CASCADE NOT NULL,
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client_id uuid REFERENCES public.clients(id) ON DELETE CASCADE NOT NULL,
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requested_by uuid REFERENCES auth.users(id) ON DELETE CASCADE NOT NULL,
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description text NOT NULL,
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status text DEFAULT 'pending'::text CHECK (status IN ('pending', 'in_progress', 'completed', 'rejected')),
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created_at timestamp with time zone DEFAULT timezone('utc'::text, now()) NOT NULL,
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updated_at timestamp with time zone DEFAULT timezone('utc'::text, now()) NOT NULL
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);
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-- Trigger to set updated_at
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CREATE TRIGGER set_project_revisions_updated_at
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BEFORE UPDATE ON public.project_revisions
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FOR EACH ROW
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EXECUTE FUNCTION public.set_updated_at();
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-- 5. Enable RLS
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ALTER TABLE public.project_revisions ENABLE ROW LEVEL SECURITY;
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-- 6. Add RLS Policies for Client Access
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-- PROFILES
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-- Clients can read their own profile
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CREATE POLICY "Clients can view own profile"
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ON public.profiles FOR SELECT
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USING (auth.uid() = id);
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-- CLIENTS
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-- Clients can read their own client record
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CREATE POLICY "Clients can view own client record"
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ON public.clients FOR SELECT
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USING (client_auth_id = auth.uid());
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-- PROJECTS
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-- Clients can view projects where client_id matches their client record
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CREATE POLICY "Clients can view own projects"
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ON public.projects FOR SELECT
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USING (
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client_id IN (
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SELECT id FROM public.clients WHERE client_auth_id = auth.uid()
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)
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);
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-- TASKS
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-- Clients can view tasks linked to their projects IF is_public_to_client is true
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CREATE POLICY "Clients can view public tasks of their projects"
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ON public.tasks FOR SELECT
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USING (
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is_public_to_client = true
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AND project_id IN (
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SELECT id FROM public.projects WHERE client_id IN (
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SELECT id FROM public.clients WHERE client_auth_id = auth.uid()
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)
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)
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);
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-- PROJECT PLANNING SECTIONS (Milestones, Roadmap, etc.)
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-- Clients can view planning sections of their projects
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CREATE POLICY "Clients can view planning sections of their projects"
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ON public.project_planning_sections FOR SELECT
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USING (
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project_id IN (
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SELECT id FROM public.projects WHERE client_id IN (
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SELECT id FROM public.clients WHERE client_auth_id = auth.uid()
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)
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)
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);
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-- PROJECT REVISIONS
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-- Freelancers can manage all revisions for their projects
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CREATE POLICY "Freelancers can manage revisions"
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ON public.project_revisions FOR ALL
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USING (
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project_id IN (
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SELECT id FROM public.projects WHERE user_id = auth.uid()
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)
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);
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-- Clients can insert revisions for their projects
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CREATE POLICY "Clients can insert revisions"
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ON public.project_revisions FOR INSERT
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WITH CHECK (
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client_id IN (
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SELECT id FROM public.clients WHERE client_auth_id = auth.uid()
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)
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AND requested_by = auth.uid()
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);
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-- Clients can view their own revisions
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CREATE POLICY "Clients can view own revisions"
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ON public.project_revisions FOR SELECT
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USING (
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client_id IN (
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SELECT id FROM public.clients WHERE client_auth_id = auth.uid()
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)
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);
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