feat: Complete platform enhancement with multi-tenant architecture

Major additions: - Territory manager system with application workflow - Custom pricing and page builder with Craft.js - Enhanced Stripe Connect onboarding - CodeReadr QR scanning integration - Kiosk mode for venue sales - Super admin dashboard and analytics - MCP integration for AI-powered operations Infrastructure improvements: - Centralized API client and routing system - Enhanced authentication with organization context - Comprehensive theme management system - Advanced event management with custom tabs - Performance monitoring and accessibility features Database schema updates: - Territory management tables - Custom pages and pricing structures - Kiosk PIN system - Enhanced organization profiles - CodeReadr integration tables 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
2025-07-12 18:21:40 -06:00
parent a02d64a86c
commit 26a87d0d00
232 changed files with 33175 additions and 5365 deletions
--- a/supabase/migrations/20250109_onboarding_system.sql
+++ b/supabase/migrations/20250109_onboarding_system.sql
@@ -0,0 +1,321 @@
+-- Auto-Approval Onboarding System Migration
+-- This migration adds the database schema for auto-approval rules and account status tracking
+
+-- Create auto-approval rules table
+CREATE TABLE IF NOT EXISTS auto_approval_rules (
+  id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+  rule_name VARCHAR(100) NOT NULL,
+  email_domain VARCHAR(255),
+  business_type VARCHAR(50),
+  minimum_score INTEGER DEFAULT 0,
+  is_active BOOLEAN DEFAULT true,
+  created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
+  updated_at TIMESTAMP WITH TIME ZONE DEFAULT NOW()
+);
+
+-- Add account status and approval tracking to organizations
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS account_status VARCHAR(50) DEFAULT 'pending_approval';
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS approval_score INTEGER DEFAULT 0;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS auto_approved BOOLEAN DEFAULT false;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS approved_at TIMESTAMP WITH TIME ZONE;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS approved_by UUID REFERENCES users(id);
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS approval_reason TEXT;
+
+-- Add Stripe onboarding tracking
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS stripe_onboarding_status VARCHAR(50) DEFAULT 'not_started';
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS stripe_onboarding_url TEXT;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS stripe_details_submitted BOOLEAN DEFAULT false;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS stripe_charges_enabled BOOLEAN DEFAULT false;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS stripe_payouts_enabled BOOLEAN DEFAULT false;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS onboarding_completed_at TIMESTAMP WITH TIME ZONE;
+
+-- Add business profile fields for better approval scoring
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS business_type VARCHAR(50);
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS business_description TEXT;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS website_url TEXT;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS phone_number VARCHAR(20);
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS address_line1 TEXT;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS address_line2 TEXT;
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS city VARCHAR(100);
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS state VARCHAR(50);
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS postal_code VARCHAR(20);
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS country VARCHAR(2) DEFAULT 'US';
+
+-- Create organization onboarding progress table
+CREATE TABLE IF NOT EXISTS organization_onboarding_progress (
+  id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+  organization_id UUID REFERENCES organizations(id) NOT NULL,
+  step_key VARCHAR(100) NOT NULL,
+  status VARCHAR(20) DEFAULT 'pending',
+  completed_at TIMESTAMP WITH TIME ZONE,
+  data JSONB,
+  created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
+  updated_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
+  UNIQUE(organization_id, step_key)
+);
+
+-- Create audit log for approval actions
+CREATE TABLE IF NOT EXISTS approval_audit_log (
+  id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+  organization_id UUID REFERENCES organizations(id) NOT NULL,
+  action VARCHAR(50) NOT NULL, -- 'auto_approved', 'manually_approved', 'rejected'
+  actor_id UUID REFERENCES users(id), -- NULL for auto-approval
+  reason TEXT,
+  previous_status VARCHAR(50),
+  new_status VARCHAR(50),
+  metadata JSONB,
+  created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW()
+);
+
+-- Insert default auto-approval rules
+INSERT INTO auto_approval_rules (rule_name, email_domain, minimum_score, is_active) VALUES
+('Trusted Educational Domains', 'edu', 80, true),
+('Government Organizations', 'gov', 90, true),
+('Known Venue Partners', 'eventbrite.com', 85, true),
+('High Score Threshold', NULL, 95, true)
+ON CONFLICT DO NOTHING;
+
+-- Add indexes for performance
+CREATE INDEX IF NOT EXISTS idx_organizations_account_status ON organizations(account_status);
+CREATE INDEX IF NOT EXISTS idx_organizations_approval_score ON organizations(approval_score);
+CREATE INDEX IF NOT EXISTS idx_organizations_stripe_onboarding_status ON organizations(stripe_onboarding_status);
+CREATE INDEX IF NOT EXISTS idx_auto_approval_rules_active ON auto_approval_rules(is_active);
+CREATE INDEX IF NOT EXISTS idx_onboarding_progress_org_id ON organization_onboarding_progress(organization_id);
+CREATE INDEX IF NOT EXISTS idx_approval_audit_log_org_id ON approval_audit_log(organization_id);
+CREATE INDEX IF NOT EXISTS idx_approval_audit_log_created_at ON approval_audit_log(created_at);
+
+-- Create function to update updated_at timestamps
+CREATE OR REPLACE FUNCTION update_updated_at_column()
+RETURNS TRIGGER AS $$
+BEGIN
+  NEW.updated_at = NOW();
+  RETURN NEW;
+END;
+$$ language 'plpgsql';
+
+-- Add triggers for updated_at
+CREATE TRIGGER update_auto_approval_rules_updated_at 
+  BEFORE UPDATE ON auto_approval_rules 
+  FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
+
+CREATE TRIGGER update_onboarding_progress_updated_at 
+  BEFORE UPDATE ON organization_onboarding_progress 
+  FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
+
+-- RLS Policies for new tables
+ALTER TABLE auto_approval_rules ENABLE ROW LEVEL SECURITY;
+ALTER TABLE organization_onboarding_progress ENABLE ROW LEVEL SECURITY;
+ALTER TABLE approval_audit_log ENABLE ROW LEVEL SECURITY;
+
+-- Auto-approval rules: Only admins can access
+CREATE POLICY "Admins can manage auto-approval rules" ON auto_approval_rules
+  FOR ALL USING (auth.uid() IN (SELECT id FROM users WHERE role = 'admin'));
+
+-- Onboarding progress: Users can access their own organization's progress
+CREATE POLICY "Users can access their organization's onboarding progress" ON organization_onboarding_progress
+  FOR ALL USING (
+    organization_id IN (
+      SELECT organization_id FROM users WHERE id = auth.uid()
+    )
+  );
+
+-- Audit log: Users can read their own organization's audit log, admins can read all
+CREATE POLICY "Users can read their organization's audit log" ON approval_audit_log
+  FOR SELECT USING (
+    organization_id IN (
+      SELECT organization_id FROM users WHERE id = auth.uid()
+    ) OR auth.uid() IN (SELECT id FROM users WHERE role = 'admin')
+  );
+
+-- Only admins can write to audit log
+CREATE POLICY "Only admins can write to audit log" ON approval_audit_log
+  FOR INSERT WITH CHECK (auth.uid() IN (SELECT id FROM users WHERE role = 'admin'));
+
+-- Create function to calculate approval score
+CREATE OR REPLACE FUNCTION calculate_approval_score(org_id UUID)
+RETURNS INTEGER AS $$
+DECLARE
+  score INTEGER DEFAULT 0;
+  org_record RECORD;
+  user_record RECORD;
+BEGIN
+  -- Get organization and user data
+  SELECT * INTO org_record FROM organizations WHERE id = org_id;
+  SELECT * INTO user_record FROM users WHERE organization_id = org_id AND role = 'organizer' LIMIT 1;
+  
+  IF org_record IS NULL OR user_record IS NULL THEN
+    RETURN 0;
+  END IF;
+  
+  -- Base score for having an organization
+  score := 10;
+  
+  -- Email domain scoring
+  IF user_record.email LIKE '%.edu' THEN
+    score := score + 40;
+  ELSIF user_record.email LIKE '%.gov' THEN
+    score := score + 50;
+  ELSIF user_record.email LIKE '%.org' THEN
+    score := score + 20;
+  END IF;
+  
+  -- Business information completeness
+  IF org_record.business_type IS NOT NULL THEN
+    score := score + 10;
+  END IF;
+  
+  IF org_record.business_description IS NOT NULL AND LENGTH(org_record.business_description) > 50 THEN
+    score := score + 15;
+  END IF;
+  
+  IF org_record.website_url IS NOT NULL THEN
+    score := score + 10;
+  END IF;
+  
+  IF org_record.phone_number IS NOT NULL THEN
+    score := score + 5;
+  END IF;
+  
+  IF org_record.address_line1 IS NOT NULL THEN
+    score := score + 10;
+  END IF;
+  
+  -- Update the organization's approval score
+  UPDATE organizations SET approval_score = score WHERE id = org_id;
+  
+  RETURN score;
+END;
+$$ LANGUAGE plpgsql SECURITY DEFINER;
+
+-- Create function to check if organization should be auto-approved
+CREATE OR REPLACE FUNCTION should_auto_approve(org_id UUID)
+RETURNS BOOLEAN AS $$
+DECLARE
+  score INTEGER;
+  org_record RECORD;
+  user_record RECORD;
+  rule_record RECORD;
+BEGIN
+  -- Calculate current score
+  score := calculate_approval_score(org_id);
+  
+  -- Get organization and user data
+  SELECT * INTO org_record FROM organizations WHERE id = org_id;
+  SELECT * INTO user_record FROM users WHERE organization_id = org_id AND role = 'organizer' LIMIT 1;
+  
+  -- Check domain-specific rules
+  FOR rule_record IN SELECT * FROM auto_approval_rules WHERE is_active = true AND email_domain IS NOT NULL LOOP
+    IF user_record.email LIKE '%' || rule_record.email_domain THEN
+      IF score >= rule_record.minimum_score THEN
+        RETURN true;
+      END IF;
+    END IF;
+  END LOOP;
+  
+  -- Check general score threshold rules
+  FOR rule_record IN SELECT * FROM auto_approval_rules WHERE is_active = true AND email_domain IS NULL LOOP
+    IF score >= rule_record.minimum_score THEN
+      RETURN true;
+    END IF;
+  END LOOP;
+  
+  RETURN false;
+END;
+$$ LANGUAGE plpgsql SECURITY DEFINER;
+
+-- Create function to process auto-approval
+CREATE OR REPLACE FUNCTION process_auto_approval(org_id UUID)
+RETURNS BOOLEAN AS $$
+DECLARE
+  should_approve BOOLEAN;
+  current_status VARCHAR(50);
+BEGIN
+  -- Get current status
+  SELECT account_status INTO current_status FROM organizations WHERE id = org_id;
+  
+  -- Only process if currently pending approval
+  IF current_status != 'pending_approval' THEN
+    RETURN false;
+  END IF;
+  
+  -- Check if should auto-approve
+  should_approve := should_auto_approve(org_id);
+  
+  IF should_approve THEN
+    -- Update organization status
+    UPDATE organizations SET 
+      account_status = 'approved',
+      auto_approved = true,
+      approved_at = NOW(),
+      approval_reason = 'Auto-approved based on scoring rules'
+    WHERE id = org_id;
+    
+    -- Log the approval
+    INSERT INTO approval_audit_log (
+      organization_id, 
+      action, 
+      actor_id, 
+      reason, 
+      previous_status, 
+      new_status,
+      metadata
+    ) VALUES (
+      org_id,
+      'auto_approved',
+      NULL,
+      'Auto-approved based on scoring rules',
+      'pending_approval',
+      'approved',
+      jsonb_build_object('approval_score', (SELECT approval_score FROM organizations WHERE id = org_id))
+    );
+    
+    RETURN true;
+  END IF;
+  
+  RETURN false;
+END;
+$$ LANGUAGE plpgsql SECURITY DEFINER;
+
+-- Create trigger to process auto-approval when organization is created or updated
+CREATE OR REPLACE FUNCTION trigger_auto_approval_check()
+RETURNS TRIGGER AS $$
+BEGIN
+  -- Only process if account_status is pending_approval
+  IF NEW.account_status = 'pending_approval' THEN
+    PERFORM process_auto_approval(NEW.id);
+  END IF;
+  
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+-- Add trigger to organizations table
+CREATE TRIGGER check_auto_approval_on_update
+  AFTER UPDATE ON organizations
+  FOR EACH ROW
+  EXECUTE FUNCTION trigger_auto_approval_check();
+
+-- Create view for admin dashboard
+CREATE OR REPLACE VIEW admin_pending_approvals AS
+SELECT 
+  o.id,
+  o.name,
+  o.account_status,
+  o.approval_score,
+  o.business_type,
+  o.business_description,
+  o.created_at,
+  u.email as owner_email,
+  u.name as owner_name,
+  calculate_approval_score(o.id) as current_score,
+  should_auto_approve(o.id) as can_auto_approve
+FROM organizations o
+JOIN users u ON u.organization_id = o.id AND u.role = 'organizer'
+WHERE o.account_status = 'pending_approval'
+ORDER BY o.created_at DESC;
+
+-- Grant permissions to authenticated users
+GRANT SELECT ON admin_pending_approvals TO authenticated;
+GRANT EXECUTE ON FUNCTION calculate_approval_score TO authenticated;
+GRANT EXECUTE ON FUNCTION should_auto_approve TO authenticated;
+GRANT EXECUTE ON FUNCTION process_auto_approval TO authenticated;