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neta/supabase/migrations/0007_add_client_portal_tables.sql
T

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SQL

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