-- ============================================================================= -- V1.2 Stage 3 — Shipping-Only Brand Resolution -- Fully idempotent: CREATE OR REPLACE FUNCTION, ALTER TABLE ADD COLUMN IF NOT EXISTS -- -- DEPENDENCY: Requires 020_order_customer_linking.sql to be applied first. -- Raises an exception if the trigger function does not exist. -- -- CHANGES: -- 1. Add brand_id column to orders (nullable, no FK — aligned to products.brand_id) -- 2. Modify create_order_with_items to accept NULL stop_id for shipping-only -- 3. Update upsert_contact_from_order trigger to resolve brand from NEW.brand_id -- first, falling back to stop lookup — supports both pickup and shipping orders -- ============================================================================= DO $$ BEGIN IF NOT EXISTS ( SELECT 1 FROM pg_proc p JOIN pg_namespace n ON n.oid = p.pronamespace WHERE n.nspname = 'public' AND p.proname = 'upsert_contact_from_order' ) THEN RAISE EXCEPTION 'Migration 020_order_customer_linking.sql must be applied before 021_shipping_only_brand.sql'; END IF; END; $$; -- ── 1. Add brand_id to orders ──────────────────────────────────────────────── -- Allows the order/contact trigger to resolve brand without needing a stop_id. -- For shipping-only orders, brand is derived from the first product. ALTER TABLE orders ADD COLUMN IF NOT EXISTS brand_id UUID; -- ── 2. Modify create_order_with_items for shipping-only ──────────────────── -- stop_id is now nullable. When NULL (shipping-only), brand is derived from -- the first product's brand and no stop validation occurs. CREATE OR REPLACE FUNCTION create_order_with_items( p_idempotency_key UUID, p_customer_name TEXT, p_customer_email TEXT, p_customer_phone TEXT, p_stop_id UUID, -- nullable for shipping-only p_items JSONB -- [{id: uuid, quantity: int, fulfillment: text}] ) RETURNS JSONB LANGUAGE plpgsql SECURITY DEFINER SET search_path = public AS $$ DECLARE v_order_id UUID; v_item JSONB; v_product_id UUID; v_quantity INT; v_fulfillment TEXT; v_product_price NUMERIC; v_computed_total NUMERIC := 0; v_stop_active BOOLEAN; v_stop_brand_id UUID; v_stop_city TEXT; v_stop_state TEXT; v_stop_date TEXT; v_stop_time TEXT; v_stop_location TEXT; v_product_active BOOLEAN; v_product_brand_id UUID; v_product_name TEXT; v_is_pickup BOOLEAN; v_order JSONB; v_order_items JSONB := '[]'::JSONB; v_brand_id UUID; BEGIN -- ── Idempotency guard ───────────────────────────────────────────────────── SELECT jsonb_build_object( 'id', o.id, 'customer_name', o.customer_name, 'customer_email', o.customer_email, 'customer_phone', o.customer_phone, 'subtotal', o.subtotal, 'status', o.status, 'stop_id', o.stop_id, 'brand_id', o.brand_id, 'stop_city', s.city, 'stop_state', s.state, 'stop_date', s.date, 'stop_time', s.time, 'stop_location', s.location, 'items', COALESCE(( SELECT jsonb_agg(jsonb_build_object( 'product_id', oi.product_id, 'product_name', p.name, 'quantity', oi.quantity, 'price', oi.price, 'fulfillment', oi.fulfillment )) FROM order_items oi JOIN products p ON oi.product_id = p.id WHERE oi.order_id = o.id ), '[]'::JSONB) ) INTO v_order FROM orders o LEFT JOIN stops s ON o.stop_id = s.id WHERE o.idempotency_key = p_idempotency_key LIMIT 1; IF v_order IS NOT NULL THEN RETURN v_order; END IF; -- ── Resolve brand_id ────────────────────────────────────────────────────── -- For shipping-only orders (p_stop_id IS NULL), derive from the first product. -- For pickup orders, derive from the stop. IF p_stop_id IS NOT NULL THEN SELECT active, brand_id, city, state, date, time, location INTO v_stop_active, v_stop_brand_id, v_stop_city, v_stop_state, v_stop_date, v_stop_time, v_stop_location FROM stops WHERE id = p_stop_id; IF v_stop_brand_id IS NULL THEN RAISE EXCEPTION 'Stop not found: %', p_stop_id; END IF; IF NOT v_stop_active THEN RAISE EXCEPTION 'Stop is not active: %', p_stop_id; END IF; v_brand_id := v_stop_brand_id; ELSE -- Shipping-only: resolve brand from first product in the order v_product_id := (jsonb_array_elements(p_items)->>'id')::UUID; SELECT brand_id INTO v_brand_id FROM products WHERE id = v_product_id; IF v_brand_id IS NULL THEN RAISE EXCEPTION 'Product not found: %', v_product_id; END IF; END IF; -- ── Validate items and compute subtotal ───────────────────────────────── FOR v_item IN SELECT * FROM jsonb_array_elements(p_items) LOOP v_product_id := (v_item->>'id')::UUID; v_quantity := (v_item->>'quantity')::INT; v_fulfillment := v_item->>'fulfillment'; v_is_pickup := (v_fulfillment = 'pickup'); SELECT active, brand_id, price, name INTO v_product_active, v_product_brand_id, v_product_price, v_product_name FROM products WHERE id = v_product_id; IF v_product_brand_id IS NULL THEN RAISE EXCEPTION 'Product not found: %', v_product_id; END IF; IF v_product_brand_id != v_brand_id THEN RAISE EXCEPTION 'Product % does not belong to brand %', v_product_id, v_brand_id; END IF; IF NOT v_product_active THEN RAISE EXCEPTION 'Product is not active: %', v_product_id; END IF; IF v_is_pickup THEN -- Pickup items require a valid stop assignment IF p_stop_id IS NULL THEN RAISE EXCEPTION 'Pickup item % requires a stop selection', v_product_id; END IF; PERFORM 1 FROM product_stops WHERE product_id = v_product_id AND stop_id = p_stop_id LIMIT 1; IF NOT FOUND THEN RAISE EXCEPTION 'Pickup product % is not available at stop %', v_product_id, p_stop_id; END IF; END IF; v_computed_total := v_computed_total + (v_product_price * v_quantity); END LOOP; -- ── Create order (with brand_id) ───────────────────────────────────────── INSERT INTO orders ( idempotency_key, customer_name, customer_email, customer_phone, stop_id, brand_id, subtotal, status ) VALUES ( p_idempotency_key, p_customer_name, p_customer_email, p_customer_phone, p_stop_id, v_brand_id, v_computed_total, 'pending' ) RETURNING id INTO v_order_id; -- ── Insert order items and build return value ───────────────────────────── FOR v_item IN SELECT * FROM jsonb_array_elements(p_items) LOOP v_product_id := (v_item->>'id')::UUID; v_quantity := (v_item->>'quantity')::INT; v_fulfillment := v_item->>'fulfillment'; SELECT price, name INTO v_product_price, v_product_name FROM products WHERE id = v_product_id; INSERT INTO order_items (order_id, product_id, quantity, fulfillment, price) VALUES (v_order_id, v_product_id, v_quantity, v_fulfillment, v_product_price); v_order_items := v_order_items || jsonb_build_object( 'product_id', v_product_id, 'product_name', v_product_name, 'quantity', v_quantity, 'price', v_product_price, 'fulfillment', v_fulfillment ); END LOOP; -- ── Build and return full order object ─────────────────────────────────── RETURN jsonb_build_object( 'id', v_order_id, 'customer_name', p_customer_name, 'customer_email', p_customer_email, 'customer_phone', p_customer_phone, 'subtotal', v_computed_total, 'status', 'pending', 'stop_id', p_stop_id, 'brand_id', v_brand_id, 'stop_city', v_stop_city, 'stop_state', v_stop_state, 'stop_date', v_stop_date, 'stop_time', v_stop_time, 'stop_location', v_stop_location, 'items', v_order_items ); END; $$; -- ── 3. Update trigger to resolve brand from NEW.brand_id first ─────────────── -- NEW.brand_id is the primary source (always set by create_order_with_items). -- Stop lookup is the fallback (for pre-existing orders that lack brand_id). DROP TRIGGER IF EXISTS trg_create_contact_from_order ON public.orders; DROP FUNCTION IF EXISTS public.upsert_contact_from_order(); CREATE OR REPLACE FUNCTION public.upsert_contact_from_order() RETURNS TRIGGER LANGUAGE plpgsql SECURITY DEFINER SET search_path = public AS $$ DECLARE v_brand_id UUID; v_customer_id UUID; BEGIN -- Primary: resolve brand_id from the order itself (NEW.brand_id, always set in Stage 3+) IF NEW.brand_id IS NOT NULL THEN v_brand_id := NEW.brand_id; ELSE -- Fallback: resolve via stop (for pre-Stage 3 orders without brand_id) SELECT brand_id INTO v_brand_id FROM public.stops WHERE id = NEW.stop_id; IF NOT FOUND THEN RETURN NEW; -- cannot resolve brand: skip customer/contact linking END IF; END IF; -- No email AND no phone: nothing to upsert IF (NEW.customer_email IS NULL OR NEW.customer_email = '') AND (NEW.customer_phone IS NULL OR NEW.customer_phone = '') THEN RETURN NEW; END IF; -- Step 1: upsert canonical customer v_customer_id := upsert_customer_from_order( v_brand_id, NEW.customer_email, NEW.customer_phone, NEW.customer_name, 'order' ); -- Step 2: upsert communication contact, linked to customers.id INSERT INTO public.communication_contacts (brand_id, email, phone, full_name, source, customer_id, email_opt_in, metadata) VALUES ( v_brand_id, NEW.customer_email, NEW.customer_phone, NEW.customer_name, 'order', v_customer_id, true, jsonb_build_object( 'last_order_id', NEW.id, 'last_order_at', now()::TEXT, 'stop_id', NEW.stop_id::TEXT ) ) ON CONFLICT (brand_id, email) WHERE email IS NOT NULL DO UPDATE SET full_name = COALESCE(EXCLUDED.full_name, communication_contacts.full_name), phone = COALESCE(EXCLUDED.phone, communication_contacts.phone), customer_id = COALESCE(EXCLUDED.customer_id, communication_contacts.customer_id), metadata = jsonb_build_object( 'last_order_id', communication_contacts.metadata->>'last_order_id', 'last_order_at', communication_contacts.metadata->>'last_order_at', 'stop_id', NEW.stop_id::TEXT ), updated_at = now(); -- email_opt_in, sms_opt_in, unsubscribed_at intentionally NOT updated (preserve opt-out) RETURN NEW; END; $$; CREATE TRIGGER trg_create_contact_from_order AFTER INSERT ON public.orders FOR EACH ROW EXECUTE FUNCTION public.upsert_contact_from_order(); NOTIFY pgrst, 'reload schema';