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…DB models, and customer->project wiring
- prisma/schema.prisma
- Tighten zod-prisma-types generator config (disable many auto-created input types, keep model types, enable some options)
- Add PrebuiltWorkflowRun model for persisting execution runs
- Add relation Project.customerId -> Customer (nullable) and Customer.projects relation
- Wire Organization.prebuiltWorkflowRuns
- Add indexes for customerId on Project
- prisma/migrations
- Add SQL migrations for PrebuiltWorkflowConfig and PrebuiltWorkflowRun tables (migration files created)
- src/workflows/prebuilt/executor.ts
- New large PrebuiltWorkflowExecutor implementation
- Loads configured prebuilt workflows, evaluates handlers, creates run records, updates status/results
- Handlers provided for common scenarios: lead->client conversion, client onboarding, project lifecycle, invoice tracking, contract renewal, internal health
- Utilities for template rendering, email sending, invoice/project/customer helpers, safe coercion and formatting
- Exposes prebuiltWorkflowExecutor singleton and PrebuiltWorkflowExecutionSummary type
- Uses prisma client and EmailService, records run metadata and execution details
- src/lib/workflow-dispatcher.ts
- Integrate prebuiltWorkflowExecutor.execute(event) into dispatch flow
- Capture summary results and return them on DispatchResult.prebuiltExecutions
- Error-tolerant call (logs and continues if prebuilt execution fails)
- src/server/api/routers/crm/contacts.ts
- src/server/api/routers/crm/interactions.ts
- Adjust to z.custom<Prisma.*> fallbacks for input schemas (generator no longer produces input zod types)
- src/server/api/routers/projects/project.ts
- Add support to filter projects by customerId and validate access
- Include customer preview info in project queries (select customer fields)
- Support customerId in create/update payloads, resolve and validate customer, and include customer metadata in WorkflowEvents payloads
- Add deriveCustomerName helper to compute a display name from customer first/last/company
- Stronger typing for project payloads and included relations
- src/types/{expenses,finance,hr}.ts
- Rework type exports: continue to re-export model schemas/types from generated zod
- Provide local zod.custom<Prisma.*CreateInput|UpdateInput> fallbacks for input schemas that are no longer generated by the zod generator
- Reorganize and export additional model/enums where appropriate
Why:
- Introduce a pluggable "prebuilt workflows" system to run canned automation (email notifications, provisioning, invoice drafts, etc.) without requiring user-created workflows
- Persist workflow run records for visibility and troubleshooting
- Adjust zod generation strategy to avoid generating input types; provide local fallbacks to keep compile-time validation and typing consistent
- Wire customers to projects and enhance projects API so workflows and UI can show customer metadata
Notes:
- Large new executor file implements many domain-specific heuristics — review handlers and templates for org-specific needs and edge cases.
- Migration SQL files added; run prisma migrate to apply DB changes.
- Some runtime behavior depends on EmailService and PREBUILT_WORKFLOWS definitions (not modified here).
…project->customer wiring, executor improvements and UI polish - prisma: add messageTemplateId to PrebuiltWorkflowConfig (nullable) and customerId to Project; add indexes and FK; add migration SQL - generated/zod: update PrebuiltWorkflowConfig schema to include messageTemplateId - server/workflows/prebuilt: enhance prebuilt router to resolve and link message templates (system & action templates), return preview/linkedTemplate metadata, accept templateId in updateTemplate - workflows/executor & dispatcher & logger: - add detailed prebuilt execution logging (logPrebuiltExecutionSummary) and emit summary from dispatcher - refactor and harden PrebuiltWorkflowExecutor: improved matching, richer logging, new invoice creation for project-based invoice tracking, better recipient/customer resolution, more robust handlers and error handling - add helper utilities (createProjectInvoice, buildInvoiceTrackingVariablesFromProject, etc.) - UI: - add Switch UI component (Radix wrapper) and use it in workflows list for toggle control - add "Beta" badge to Workflows nav item and badge support in NavMain - message-template-picker: add showCreateButton toggle - project create/edit dialogs: wire customerId field to contacts API and add customer select to forms - next.config: remove bundle-analyzer wrapper and export config directly - package/bun.lock: add @radix-ui/react-switch dependency - cosmetic & UX: numerous UI improvements to workflows list/detail (cards, badges, skeletons, alerts, separators) and clearer error / loading states
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