feat: Add manual email sending workflow and related database changes
- Implemented a new n8n workflow for manual email sending, including webhook trigger, order data fetching, email building, and sending. - Added logic to format email content with customer and order details. - Introduced new columns in the sales_orders table to track email sending status. - Updated database functions to handle new rental types and email status. - Created new RPCs for updating email status and retrieving email details for sales orders.
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-- 12-email-sent-and-more.sql
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-- Add email_sent column to sales_orders, update notify_lead_qualified() to include
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-- rental_type and email_sent, update qualify_lead() to set email_sent=0,
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-- add sales_order_update_email_sent and sales_order_get_email_details RPCs.
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-- Idempotent.
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-- =============================================================================
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-- A. Add email_sent to sales_orders
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-- =============================================================================
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alter table public.sales_orders add column if not exists email_sent integer not null default 0;
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create index if not exists sales_orders_email_sent_idx on public.sales_orders (email_sent);
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-- =============================================================================
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-- B. Update notify_lead_qualified() trigger function
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-- (defined in 10-mietvertrag-workflow.sql, overridden by 11-consolidate-km-rental.sql)
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-- Since migration 12 runs after 11, this is the final version.
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-- =============================================================================
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create or replace function public.notify_lead_qualified()
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returns trigger
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language plpgsql
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security definer
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as $$
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begin
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-- Skip notification for 'individuell' rental type
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if NEW.rental_type = 'individuell' then
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return NEW;
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end if;
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perform pg_notify('lead_qualified', json_build_object(
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'sales_order_id', NEW.id,
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'customer_id', NEW.customer_id,
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'lead_id', NEW.lead_id,
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'order_number', NEW.order_number,
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'total_eur', NEW.total_eur,
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'deposit_eur', NEW.deposit_eur,
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'date_from', NEW.date_from,
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'date_to', NEW.date_to,
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'vehicle_label', NEW.vehicle_label,
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'rental_type', NEW.rental_type,
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'email_sent', NEW.email_sent
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)::text);
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return NEW;
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end;
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$$;
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-- =============================================================================
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-- C. Update qualify_lead() RPC
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-- Add email_sent = 0 to the sales_orders insert.
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-- =============================================================================
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create or replace function public.qualify_lead(p_lead_id uuid, p_notes text default '')
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returns public.customers
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language plpgsql
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security invoker
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as $$
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declare
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v_lead public.leads;
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v_customer public.customers;
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v_sales_order public.sales_orders;
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v_user uuid := auth.uid();
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v_order_num text;
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v_year integer;
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v_count integer;
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begin
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select * into v_lead from public.leads where id = p_lead_id for update;
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if not found then
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raise exception 'lead % not found', p_lead_id;
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end if;
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if v_lead.status = 'qualified' then
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select * into v_customer from public.customers where lower(email) = lower(v_lead.email) limit 1;
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return v_customer;
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end if;
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update public.leads
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set status = 'qualified',
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is_active = false,
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qualified_at = now(),
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qualified_by = v_user,
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admin_notes = coalesce(nullif(p_notes, ''), admin_notes)
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where id = v_lead.id;
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insert into public.customers (lead_id, name, email, phone, notes, created_by)
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values (v_lead.id, v_lead.name, v_lead.email, v_lead.phone, coalesce(p_notes,''), v_user)
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on conflict ((lower(email))) do update
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set name = excluded.name,
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phone = excluded.phone,
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notes = case when excluded.notes <> '' then excluded.notes else public.customers.notes end,
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updated_at = now()
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returning * into v_customer;
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v_year := extract(year from now())::integer;
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select coalesce(count(*), 0) + 1 into v_count
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from public.sales_orders
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where extract(year from created_at)::integer = v_year;
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v_order_num := 'SO-' || v_year || '-' || lpad(v_count::text, 4, '0');
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insert into public.sales_orders (
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customer_id, lead_id, order_number, private_notes,
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daily_subtotal, weekend_subtotal, subtotal_eur, vat_eur, total_eur, deposit_eur,
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total_days, weekday_count, weekend_day_count,
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date_from, date_to, vehicle_label, rental_type, email_sent
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) values (
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v_customer.id, v_lead.id, v_order_num, coalesce(v_lead.admin_notes, ''),
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coalesce(v_lead.daily_subtotal, 0), coalesce(v_lead.weekend_subtotal, 0),
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coalesce(v_lead.subtotal_eur, 0), coalesce(v_lead.vat_eur, 0),
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coalesce(v_lead.total_eur, 0), coalesce(v_lead.deposit_eur, 0),
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coalesce(v_lead.total_days, 0), coalesce(v_lead.weekday_count, 0),
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coalesce(v_lead.weekend_day_count, 0),
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v_lead.date_from, v_lead.date_to, v_lead.vehicle_label, v_lead.rental_type, 0
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) returning * into v_sales_order;
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insert into public.customer_attachments (customer_id, lead_id, sales_order_id, bucket, file_path, file_name, mime_type, kind, created_at)
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select v_customer.id, la.lead_id, v_sales_order.id, la.bucket, la.file_path, la.file_name, la.mime_type, la.kind, la.created_at
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from public.lead_attachments la
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where la.lead_id = v_lead.id
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and not exists (
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select 1 from public.customer_attachments ca
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where ca.customer_id = v_customer.id
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and ca.file_path = la.file_path
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);
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insert into public.sales_order_attachments (sales_order_id, bucket, file_path, file_name, mime_type, kind, created_at)
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select v_sales_order.id, la.bucket, la.file_path, la.file_name, la.mime_type, la.kind, la.created_at
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from public.lead_attachments la
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where la.lead_id = v_lead.id;
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return v_customer;
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end;
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$$;
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-- =============================================================================
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-- D. New RPC: sales_order_update_email_sent
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-- =============================================================================
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create or replace function public.sales_order_update_email_sent(p_so_id uuid, p_status integer)
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returns void
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language plpgsql
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security invoker
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as $$
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declare
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v_so public.sales_orders;
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begin
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select * into v_so from public.sales_orders where id = p_so_id for update;
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if not found then
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raise exception 'sales order % not found', p_so_id;
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end if;
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if p_status not in (0, 1, 2) then
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raise exception 'invalid email_sent status: %', p_status;
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end if;
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update public.sales_orders
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set email_sent = p_status, updated_at = now()
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where id = p_so_id;
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end;
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$$;
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grant execute on function public.sales_order_update_email_sent(uuid, integer) to authenticated;
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-- =============================================================================
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-- E. New RPC: sales_order_get_email_details
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-- =============================================================================
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create or replace function public.sales_order_get_email_details(p_so_id uuid)
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returns jsonb
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language plpgsql
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security definer
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as $$
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declare
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v_result jsonb;
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begin
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select jsonb_build_object(
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'order_number', so.order_number,
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'total_eur', so.total_eur,
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'deposit_eur', so.deposit_eur,
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'date_from', so.date_from,
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'date_to', so.date_to,
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'vehicle_label', so.vehicle_label,
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'customer_name', c.name,
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'customer_email', c.email,
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'customer_phone', c.phone,
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'daily_subtotal', so.daily_subtotal,
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'weekend_subtotal', so.weekend_subtotal,
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'subtotal_eur', so.subtotal_eur,
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'vat_eur', so.vat_eur,
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'total_days', so.total_days,
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'weekday_count', so.weekday_count,
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'weekend_day_count', so.weekend_day_count
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) into v_result
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from public.sales_orders so
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join public.customers c on c.id = so.customer_id
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where so.id = p_so_id;
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if v_result is null then
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raise exception 'sales order % not found', p_so_id;
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end if;
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return v_result;
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end;
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$$;
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grant execute on function public.sales_order_get_email_details(uuid) to authenticated;
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-- =============================================================================
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-- F. Final schema reload
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-- =============================================================================
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notify pgrst, 'reload schema';
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