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Sync accounting Homeowners from Units & Owners per association
Adds DB triggers + backfill so accounting.customers is driven by the public units/owners roster: one customer per unit, all owners combined, Units/Owners as source of truth for contact fields. Balances and ledger links (invoices, payments_received, transactions, work_orders, estimates) are always preserved. Scoped to associations with an accounting company. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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-- Sync accounting Homeowners (accounting.customers) from the app roster
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-- (public.units + public.owners), one customer per UNIT with all of that
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-- unit's owners combined. Units/Owners are the source of truth for contact
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-- fields; balances and ledger links (invoices, payments, transactions,
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-- work orders, estimates) are always preserved.
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--
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-- Scope: only associations that already have an accounting.companies row
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-- (i.e. have switched on platform accounting). Associations without a company
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-- are ignored.
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-- ---------------------------------------------------------------------------
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-- Helper: normalized "street" key (first address line, lowercased, despaced).
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-- Matches the differing roster vs. accounting address formats, e.g.
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-- units: "1015 Cady Circle, Titusville, FL, 32780"
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-- customers: "1015 Cady Circle\nTitusville, FL 32780"
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-- both -> "1015 cady circle"
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-- ---------------------------------------------------------------------------
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create or replace function accounting._roster_street_key(_addr text)
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returns text
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language sql
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immutable
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as $$
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select nullif(
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lower(regexp_replace(
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trim(split_part(replace(coalesce(_addr, ''), E'\n', ','), ',', 1)),
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'\s+', ' ', 'g'
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)),
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''
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);
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$$;
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-- ---------------------------------------------------------------------------
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-- Core: ensure exactly one accounting.customers row represents a unit.
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-- Adopts the best-matching existing customer (by external link, account #, or
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-- street), folds any same-unit duplicates into it (reassigning ledger rows and
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-- summing balances), then refreshes its contact fields from the roster.
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-- Idempotent.
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-- ---------------------------------------------------------------------------
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create or replace function accounting.sync_customer_for_unit(_unit_id uuid)
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returns uuid
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language plpgsql
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security definer
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set search_path to 'public', 'accounting'
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as $$
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declare
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_u public.units%rowtype;
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_company_id uuid;
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_name text;
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_email text;
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_phone text;
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_mailing text;
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_movein date;
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_prop text;
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_acct text;
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_street text;
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_ids uuid[];
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_survivor uuid;
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_dups uuid[];
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begin
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select * into _u from public.units where id = _unit_id;
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if not found then
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return null;
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end if;
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select id into _company_id
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from accounting.companies
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where association_id = _u.association_id;
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if _company_id is null then
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return null; -- association not on platform accounting; nothing to sync
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end if;
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-- Combine all (non-tenant) owners on the unit. Primary owner first.
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select
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nullif(string_agg(nm, ' & ' order by pr, dord, cat), ''),
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(array_agg(email order by pr, dord, cat) filter (where email is not null))[1],
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(array_agg(phone order by pr, dord, cat) filter (where phone is not null))[1],
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(array_agg(mailing_address order by pr, dord, cat) filter (where mailing_address is not null))[1],
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(array_agg(move_in_date order by pr, dord, cat) filter (where move_in_date is not null))[1],
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(array_agg(property_address order by pr, dord, cat) filter (where property_address is not null))[1],
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(array_agg(account_number order by pr, dord, cat) filter (where account_number is not null))[1]
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into _name, _email, _phone, _mailing, _movein, _prop, _acct
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from (
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select
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coalesce(nullif(trim(business_name), ''),
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nullif(trim(concat_ws(' ', first_name, last_name)), '')) as nm,
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email, phone, mailing_address, move_in_date, property_address, account_number,
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case when is_primary then 0 else 1 end as pr,
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coalesce(display_order, 999999) as dord,
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created_at as cat
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from public.owners
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where unit_id = _unit_id
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and coalesce(is_tenant, false) = false
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) o;
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-- Unit is the source of truth for property address / account number.
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_prop := coalesce(nullif(trim(_u.address), ''), _prop);
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_acct := coalesce(nullif(trim(_u.account_number), ''), _acct);
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if _name is null or _name = '' then
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_name := coalesce(
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nullif('Unit ' || nullif(trim(_u.unit_number), ''), 'Unit '),
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nullif(trim(_u.address), ''),
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'Unit'
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);
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end if;
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_street := accounting._roster_street_key(_prop);
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-- Candidate existing customers for THIS unit: already-linked, same account #,
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-- or same street. Prefer the already-linked row, then the earliest created.
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select array_agg(id order by pri, cat) into _ids
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from (
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select
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id,
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created_at as cat,
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case when external_source = 'acmacc_unit' and external_id = _unit_id::text
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then 0 else 1 end as pri
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from accounting.customers
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where company_id = _company_id
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and (
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(external_source = 'acmacc_unit' and external_id = _unit_id::text)
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or (unit_id = _unit_id::text)
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or (_acct is not null and lower(trim(account_number)) = lower(trim(_acct)))
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or (_street is not null and accounting._roster_street_key(property_address) = _street)
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)
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) s;
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if _ids is not null and array_length(_ids, 1) >= 1 then
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_survivor := _ids[1];
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-- Fold any duplicates into the survivor (preserve all financial history).
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if array_length(_ids, 1) > 1 then
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_dups := _ids[2:array_length(_ids, 1)];
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update accounting.invoices set customer_id = _survivor where customer_id = any(_dups);
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update accounting.payments_received set customer_id = _survivor where customer_id = any(_dups);
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update accounting.transactions set customer_id = _survivor where customer_id = any(_dups);
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update accounting.work_orders set customer_id = _survivor where customer_id = any(_dups);
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update accounting.estimates set customer_id = _survivor where customer_id = any(_dups);
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update accounting.customers
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set balance = (select coalesce(sum(balance), 0) from accounting.customers where id = any(_ids))
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where id = _survivor;
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delete from accounting.customers where id = any(_dups);
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end if;
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update accounting.customers set
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name = _name,
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email = _email,
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phone = _phone,
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property_address = _prop,
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mailing_address = _mailing,
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billing_address = coalesce(_mailing, _prop),
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lot_number = nullif(trim(_u.lot), ''),
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unit_number = nullif(trim(_u.unit_number), ''),
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account_number = _acct,
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move_in_date = _movein,
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unit_id = _unit_id::text,
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external_source = 'acmacc_unit',
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external_id = _unit_id::text,
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updated_at = now()
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where id = _survivor;
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else
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insert into accounting.customers
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(company_id, name, email, phone, property_address, mailing_address, billing_address,
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lot_number, unit_number, account_number, move_in_date, unit_id,
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external_source, external_id, balance)
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values
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(_company_id, _name, _email, _phone, _prop, _mailing, coalesce(_mailing, _prop),
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nullif(trim(_u.lot), ''), nullif(trim(_u.unit_number), ''), _acct, _movein, _unit_id::text,
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'acmacc_unit', _unit_id::text, 0)
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returning id into _survivor;
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end if;
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return _survivor;
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end;
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$$;
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-- ---------------------------------------------------------------------------
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-- When a unit goes away: delete its synced customer if it carries no ledger,
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-- otherwise just detach the link so financial history is never lost.
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-- ---------------------------------------------------------------------------
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create or replace function accounting.unlink_customer_for_unit(_unit_id uuid)
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returns void
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language plpgsql
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security definer
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set search_path to 'public', 'accounting'
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as $$
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declare
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_cid uuid;
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_refs int;
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begin
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for _cid in
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select id from accounting.customers
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where external_source = 'acmacc_unit' and external_id = _unit_id::text
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loop
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select count(*) into _refs from (
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select 1 from accounting.invoices where customer_id = _cid
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union all select 1 from accounting.payments_received where customer_id = _cid
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union all select 1 from accounting.transactions where customer_id = _cid
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union all select 1 from accounting.work_orders where customer_id = _cid
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union all select 1 from accounting.estimates where customer_id = _cid
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) t;
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if _refs = 0 then
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delete from accounting.customers where id = _cid;
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else
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update accounting.customers
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set external_source = null, external_id = null, updated_at = now()
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where id = _cid;
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end if;
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end loop;
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end;
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$$;
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-- ---------------------------------------------------------------------------
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-- Trigger glue. Errors are swallowed (logged as warnings) so a sync hiccup can
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-- never block a roster edit.
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-- ---------------------------------------------------------------------------
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create or replace function accounting.tg_sync_customer_from_unit()
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returns trigger
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language plpgsql
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security definer
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set search_path to 'public', 'accounting'
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as $$
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begin
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begin
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if tg_op = 'DELETE' then
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perform accounting.unlink_customer_for_unit(old.id);
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return old;
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end if;
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perform accounting.sync_customer_for_unit(new.id);
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return new;
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exception when others then
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raise warning 'accounting: unit sync failed for %: %', coalesce(new.id, old.id), sqlerrm;
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return coalesce(new, old);
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end;
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end;
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$$;
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create or replace function accounting.tg_sync_customer_from_owner()
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returns trigger
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language plpgsql
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security definer
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set search_path to 'public', 'accounting'
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as $$
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begin
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begin
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if tg_op in ('INSERT', 'UPDATE') and new.unit_id is not null then
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perform accounting.sync_customer_for_unit(new.unit_id);
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end if;
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if tg_op in ('UPDATE', 'DELETE') and old.unit_id is not null
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and (tg_op = 'DELETE' or old.unit_id is distinct from new.unit_id) then
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perform accounting.sync_customer_for_unit(old.unit_id);
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end if;
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exception when others then
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raise warning 'accounting: owner sync failed: %', sqlerrm;
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end;
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return coalesce(new, old);
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end;
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$$;
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drop trigger if exists trg_acct_sync_customer_unit on public.units;
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create trigger trg_acct_sync_customer_unit
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after insert or update or delete on public.units
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for each row execute function accounting.tg_sync_customer_from_unit();
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drop trigger if exists trg_acct_sync_customer_owner on public.owners;
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create trigger trg_acct_sync_customer_owner
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after insert or update or delete on public.owners
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for each row execute function accounting.tg_sync_customer_from_owner();
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