"""Seed feature packs round 2: appointment-booking, crm-pipeline, client-portal, saas-membership. Revision ID: 100 Revises: 099 """ from datetime import datetime, timezone from uuid import uuid4 from alembic import op import sqlalchemy as sa from sqlalchemy.dialects import postgresql revision = "100" down_revision = "099" branch_labels = None depends_on = None feature_packs = sa.table( "feature_packs", sa.column("id", postgresql.UUID(as_uuid=True)), sa.column("slug", sa.String), sa.column("name", sa.String), sa.column("description", sa.Text), sa.column("version", sa.String), sa.column("tags", postgresql.JSONB), sa.column("status", sa.String), sa.column("composition", postgresql.JSONB), sa.column("input_schema", postgresql.JSONB), sa.column("access_policy", postgresql.JSONB), ) _CRM_CONTACT_ENTITY = { "entity_key": "crm_contact", "name": "CRM Contact", "plural_name": "CRM Contacts", "schema": { "fields": [ {"key": "name", "name": "Name", "type": "text", "required": True}, {"key": "email", "name": "Email", "type": "text", "required": True, "indexed": True}, {"key": "phone", "name": "Phone", "type": "text"}, {"key": "company", "name": "Company", "type": "text", "indexed": True}, {"key": "source", "name": "Source", "type": "text"}, ], }, } _CRM_DEAL_ENTITY = { "entity_key": "crm_deal", "name": "CRM Deal", "plural_name": "CRM Deals", "schema": { "fields": [ {"key": "title", "name": "Title", "type": "text", "required": True}, {"key": "contact_record_id", "name": "Contact", "type": "relation", "relation_entity_key": "crm_contact", "required": True, "indexed": True}, {"key": "stage", "name": "Stage", "type": "select", "options": ["new", "contacted", "qualified", "proposal", "won", "lost"], "required": True, "indexed": True}, {"key": "value", "name": "Value", "type": "number"}, {"key": "expected_close_date", "name": "Expected Close Date", "type": "date"}, {"key": "notes", "name": "Notes", "type": "text"}, ], }, } _CLIENT_ACCOUNT_ENTITY = { "entity_key": "client_account", "name": "Client Account", "plural_name": "Client Accounts", "schema": { "fields": [ {"key": "app_user_id", "name": "App User", "type": "text", "required": True, "indexed": True}, {"key": "company_name", "name": "Company Name", "type": "text"}, # Owned by this record, never client-writable — reconciled from Stripe webhooks. {"key": "stripe_customer_id", "name": "Stripe Customer ID", "type": "text", "indexed": True}, ], }, } _PROJECT_UPDATE_ENTITY = { "entity_key": "project_update", "name": "Project Update", "plural_name": "Project Updates", "schema": { "fields": [ {"key": "client_account_record_id", "name": "Client Account", "type": "relation", "relation_entity_key": "client_account", "required": True, "indexed": True}, {"key": "title", "name": "Title", "type": "text", "required": True}, {"key": "body", "name": "Body", "type": "text", "required": True}, {"key": "visibility", "name": "Visibility", "type": "select", "options": ["client", "internal"], "indexed": True}, ], }, } _APP_SUBSCRIPTION_ENTITY = { "entity_key": "app_subscription", "name": "App Subscription", "plural_name": "App Subscriptions", "schema": { "fields": [ {"key": "app_user_id", "name": "App User", "type": "text", "required": True, "indexed": True}, # Reconciled from Stripe webhooks — never trust a client-supplied plan/status. {"key": "stripe_customer_id", "name": "Stripe Customer ID", "type": "text", "indexed": True}, {"key": "stripe_subscription_id", "name": "Stripe Subscription ID", "type": "text", "indexed": True}, {"key": "status", "name": "Status", "type": "select", "options": ["trialing", "active", "past_due", "canceled", "unpaid"], "indexed": True}, {"key": "plan_key", "name": "Plan Key", "type": "text", "indexed": True}, {"key": "current_period_end", "name": "Current Period End", "type": "date"}, ], }, } def _pack(*, slug, name, description, tags, composition, input_schema, minimum_plan="free"): now = datetime.now(timezone.utc) return { "id": uuid4(), "slug": slug, "name": name, "description": description, "version": "1.0.0", "tags": tags, "status": "active", "composition": composition, "input_schema": input_schema, "access_policy": {"minimum_plan": minimum_plan}, "created_at": now, "updated_at": now, } def upgrade() -> None: op.bulk_insert( feature_packs, [ _pack( slug="appointment-booking", name="Appointment Booking", description=( "Atomic slot reservations, availability, and cancellation via Cloud's native " "booking store — instead of hand-rolled overlap checks on the record engine." ), tags=["booking", "appointments", "scheduling"], composition={ "function_slugs": ["booking-create", "booking-cancel", "booking-list-availability"], "entities": [], "connector_actions": [ "calendly.create_scheduling_link", "google_calendar.create_event", ], "requires": [], }, input_schema={ "type": "object", "properties": { "reminder_channel": {"type": "string", "enum": ["email", "sms"], "default": "email"}, "calendar_sync": {"type": "boolean", "default": False}, }, }, ), _pack( slug="crm-pipeline", name="CRM Pipeline", description=( "First-party contacts and deals with pipeline stages, tasks, and reminders — " "with optional two-way sync to HubSpot or Salesforce." ), tags=["crm", "leads", "pipeline"], composition={ "function_slugs": ["task-create", "task-list"], "entities": [_CRM_CONTACT_ENTITY, _CRM_DEAL_ENTITY], "connector_actions": ["hubspot.upsert_contact", "salesforce.upsert_lead"], "requires": [], }, input_schema={ "type": "object", "properties": { "crm_sync_connector_action": { "type": "string", "description": "Optional connector action to mirror new contacts externally, e.g. hubspot.upsert_contact.", }, "pipeline_stages": { "type": "array", "items": {"type": "string"}, "description": "Override the default stage list.", }, }, }, ), _pack( slug="client-portal", name="Client Portal", description=( "Authenticated client accounts with a project-update feed and Stripe " "invoices/billing-portal access — client data isolated per app user." ), tags=["portal", "clients", "billing"], composition={ "function_slugs": [], "entities": [_CLIENT_ACCOUNT_ENTITY, _PROJECT_UPDATE_ENTITY], "connector_actions": [ "stripe.create_customer", "stripe.create_invoice", "stripe.create_billing_portal_session", ], "requires": ["stripe"], }, input_schema={ "type": "object", "properties": { "crm_sync_connector_action": { "type": "string", "description": "Optional connector action to mirror client accounts externally, e.g. salesforce.upsert_contact.", }, }, }, ), _pack( slug="saas-membership", name="SaaS Membership", description=( "App-customer subscriptions and entitlements reconciled from Stripe webhooks — " "kept separate from the builder workspace's own P2HS plan/billing." ), tags=["saas", "subscriptions", "entitlements"], composition={ "function_slugs": [], "entities": [_APP_SUBSCRIPTION_ENTITY], "connector_actions": [ "stripe.create_customer", "stripe.create_checkout", "stripe.create_subscription", "stripe.retrieve_subscription", "stripe.cancel_subscription", "stripe.create_billing_portal_session", ], "requires": ["stripe"], }, input_schema={ "type": "object", "properties": { "plan_keys": { "type": "array", "items": {"type": "string"}, "description": "App-facing plan keys this project offers, e.g. ['starter', 'pro'].", }, }, }, ), ], ) def downgrade() -> None: op.execute( "DELETE FROM feature_packs WHERE slug IN " "('appointment-booking', 'crm-pipeline', 'client-portal', 'saas-membership')" )