docs(spec): D21 module-defined field schema (config on the module)
Each module declares its own operational fields (field_spec JSON); per-client values organized by that module schema; generalized encrypted secret map. Flexibility mandate made concrete: new module or new field = no code, no migration. Queued after the D20 trial import. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>feat/client-detail-redesign
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# HQ Console — Module-Defined Field Schema (D21)
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> **STATUS: DESIGNED 2026-07-17, implementation queued AFTER the D20 trial import**
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> (founder timing call). Approach: *config on the module* (the simplest of the three
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> weighed). North star (founder): the app, the modules, and the **client↔module mapping**
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> must stay flexible — a new module or a changed field must never need a code change or a
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> DB migration.
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## 1. The problem
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Per-client service data lives on the `client_module` link (good — never on the `client`
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record). But its *shape* is only half-structured: a few fixed columns
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(`provider`/`username`/`password_enc`) that are SMS/RTGS-shaped, plus a free-form `details`
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JSON list. The module does not **declare** what fields it has, so:
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- every client's `details` are ad-hoc — no consistent labels, no validation, no required-ness;
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- the service card cannot render a real form (it doesn't know what fields *should* exist);
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- the importer maps by guesswork; a future module has no defined home for its fields.
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## 2. The idea (config over code, dated — house rule)
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**The module declares its own operational fields as configuration.** Per-client values are
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then organized by *that module's* schema. Adding a module = define it + its fields as DB
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data. Zero code, zero migration.
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```
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module.field_spec (JSON) = [
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{ key, label, type, required?, options?, help?, sort? }
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] type ∈ text | secret | date | number | select | boolean
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```
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- **Non-secret values** live in `client_module.details` as `[{ key, value }]` (label/type
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come from the module, so values stay small and never drift from the definition).
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- **Secret values** (type `secret`) live in ONE `client_module.secrets_enc` blob —
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AES-256-GCM (HQ_SECRET_KEY) over a JSON map `{ fieldKey: plaintext }`. Generalizes today's
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single `password_enc`; N secrets, one encrypt/decrypt. Reveal endpoint decrypts and returns
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the map (or one key); **every reveal audited**, exactly as the DB password is today.
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## 3. Data model (additive, both engines)
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| Change | Notes |
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|---|---|
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| `module.field_spec TEXT NOT NULL DEFAULT '[]'` | the field definitions (JSON) |
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| `client_module.secrets_enc TEXT` | generalized secret store (replaces the single portal password path) |
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| keep `client_module.details` | now the value store keyed by field key (validated against field_spec) |
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Migration from D20 (no data loss): each existing SMS/RTGS/ATM module gets a seeded
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`field_spec` describing the fields it already uses (provider, username, portal password as a
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secret, IP/IFSC/partner-bank, etc.); existing `details` values (already labeled) map to the
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matching keys; the existing `password_enc` folds into `secrets_enc` under `portal_password`.
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`provider`/`username`/`password_enc` columns are retired once values are migrated (or kept as
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convenience aliases — decided at build time; retiring is cleaner).
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## 4. Behavior
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- **Service card (Client 360 → module):** renders a form *from the owning module's
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field_spec* — text/date/number/select/boolean inputs; secret fields as `••••` + Reveal
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(managerial, audited) + Set/Update; required fields validated. No hard-coded field names.
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- **Module editor (owner):** a "Fields" section to define/reorder/type the field_spec —
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this is the surface where a module "defines itself." Config over code, so a new field
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appears on every client of that module immediately.
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- **Ticket + roster module pickers:** already read the live catalog (fixed in D20) — a new
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module flows everywhere with no code change.
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- **Importer:** maps APEX columns → defined field keys per module (targets keys instead of
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free labels); required fields absent → a warning note, never a blocking problem.
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## 5. Flexibility guarantees (the founder mandate, made concrete)
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1. **New module** = one catalog row + its field_spec. It instantly gets price book, roster
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(both directions), quote content, service card, renewals, revenue — no code, no migration.
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2. **New/changed field on an existing module** = edit field_spec. Every client of that module
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picks it up; old values untouched; nothing to re-key.
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3. **client↔module mapping stays a first-class link** (`client_module`) — reassign, add,
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deactivate, bulk-correct without touching client or module identity.
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4. **Secrets scale** without new columns (one encrypted map per link).
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## 6. Non-goals (deliberate, revisit later)
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- Cross-client reporting/filtering *by* a module field (e.g. "every client's IFSC in one
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table") — that is the heavier "field tables" approach (option 2); add only if a dashboard
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needs it.
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- Dating field definitions (a field's own effective-from history) — fields are config now,
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not price-like facts; add if a module's field set must change on a date.
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- Bulk-edit UI across clients — separate small slice, add when cleanup friction is felt.
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## 7. Build order (after the D20 trial import; suite green each phase)
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1. Schema + `field_spec`/`secrets_enc` + generalized secret repo (encrypt/reveal map) + migration of D20 columns; tests.
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2. API: field_spec on module CRUD; client_module value writes validated against field_spec; multi-secret reveal (audited).
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3. Web: dynamic service-card form from field_spec; module "Fields" editor.
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4. Importer: target defined keys; seed the five modules' field_spec from the real APEX columns.
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5. Docs + D-record.
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