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acmcc/supabase/migrations/20260504020630_0738b1ed-d8e5-4ead-9fd8-26a9389810a6.sql
2026-06-01 20:19:26 -04:00

173 lines
6.7 KiB
PL/PgSQL

-- Rules table (one per association)
CREATE TABLE public.bill_approval_rules (
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
association_id uuid NOT NULL UNIQUE REFERENCES public.associations(id) ON DELETE CASCADE,
enabled boolean NOT NULL DEFAULT true,
required_approvals integer NOT NULL DEFAULT 2 CHECK (required_approvals >= 0),
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now()
);
CREATE TRIGGER trg_bill_approval_rules_updated_at
BEFORE UPDATE ON public.bill_approval_rules
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
-- Amount thresholds
CREATE TABLE public.bill_approval_rule_thresholds (
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
rule_id uuid NOT NULL REFERENCES public.bill_approval_rules(id) ON DELETE CASCADE,
min_amount numeric(12,2) NOT NULL DEFAULT 0,
max_amount numeric(12,2),
required_approvals integer NOT NULL CHECK (required_approvals >= 0),
created_at timestamptz NOT NULL DEFAULT now()
);
CREATE INDEX idx_batr_rule ON public.bill_approval_rule_thresholds(rule_id);
-- Vendor exceptions
CREATE TABLE public.bill_approval_rule_vendor_exceptions (
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
rule_id uuid NOT NULL REFERENCES public.bill_approval_rules(id) ON DELETE CASCADE,
vendor_name text NOT NULL,
required_approvals integer NOT NULL CHECK (required_approvals >= 0),
created_at timestamptz NOT NULL DEFAULT now()
);
CREATE INDEX idx_barve_rule ON public.bill_approval_rule_vendor_exceptions(rule_id);
CREATE INDEX idx_barve_vendor ON public.bill_approval_rule_vendor_exceptions(rule_id, lower(vendor_name));
-- RLS
ALTER TABLE public.bill_approval_rules ENABLE ROW LEVEL SECURITY;
ALTER TABLE public.bill_approval_rule_thresholds ENABLE ROW LEVEL SECURITY;
ALTER TABLE public.bill_approval_rule_vendor_exceptions ENABLE ROW LEVEL SECURITY;
CREATE POLICY "Staff manage approval rules" ON public.bill_approval_rules
FOR ALL TO authenticated
USING (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role))
WITH CHECK (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role));
CREATE POLICY "Board can view their approval rules" ON public.bill_approval_rules
FOR SELECT TO authenticated
USING (association_id IN (SELECT bm.association_id FROM public.board_members bm WHERE bm.user_id = auth.uid()));
CREATE POLICY "Staff manage thresholds" ON public.bill_approval_rule_thresholds
FOR ALL TO authenticated
USING (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role))
WITH CHECK (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role));
CREATE POLICY "Board view thresholds" ON public.bill_approval_rule_thresholds
FOR SELECT TO authenticated
USING (rule_id IN (SELECT r.id FROM public.bill_approval_rules r WHERE r.association_id IN (SELECT bm.association_id FROM public.board_members bm WHERE bm.user_id = auth.uid())));
CREATE POLICY "Staff manage vendor exceptions" ON public.bill_approval_rule_vendor_exceptions
FOR ALL TO authenticated
USING (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role))
WITH CHECK (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role));
CREATE POLICY "Board view vendor exceptions" ON public.bill_approval_rule_vendor_exceptions
FOR SELECT TO authenticated
USING (rule_id IN (SELECT r.id FROM public.bill_approval_rules r WHERE r.association_id IN (SELECT bm.association_id FROM public.board_members bm WHERE bm.user_id = auth.uid())));
-- Helper: required approvals for a bill
CREATE OR REPLACE FUNCTION public.get_required_approvals_for_bill(p_bill_id uuid)
RETURNS integer
LANGUAGE plpgsql STABLE SECURITY DEFINER SET search_path TO 'public'
AS $$
DECLARE
v_assoc uuid;
v_amount numeric;
v_vendor text;
v_rule public.bill_approval_rules%ROWTYPE;
v_required integer;
BEGIN
SELECT b.association_id, b.amount, COALESCE(b.vendor_name, '')
INTO v_assoc, v_amount, v_vendor
FROM public.bills b WHERE b.id = p_bill_id;
IF v_assoc IS NULL THEN RETURN NULL; END IF;
SELECT * INTO v_rule FROM public.bill_approval_rules WHERE association_id = v_assoc;
IF v_rule.id IS NULL OR v_rule.enabled = false THEN
RETURN NULL; -- no rule: legacy behavior
END IF;
-- Vendor exception wins
SELECT required_approvals INTO v_required
FROM public.bill_approval_rule_vendor_exceptions
WHERE rule_id = v_rule.id AND lower(vendor_name) = lower(v_vendor)
LIMIT 1;
IF v_required IS NOT NULL THEN RETURN v_required; END IF;
-- Threshold match (most specific: highest min_amount that fits)
SELECT required_approvals INTO v_required
FROM public.bill_approval_rule_thresholds
WHERE rule_id = v_rule.id
AND COALESCE(v_amount,0) >= min_amount
AND (max_amount IS NULL OR COALESCE(v_amount,0) <= max_amount)
ORDER BY min_amount DESC
LIMIT 1;
IF v_required IS NOT NULL THEN RETURN v_required; END IF;
RETURN v_rule.required_approvals;
END;
$$;
-- Update recompute trigger function to use rule
CREATE OR REPLACE FUNCTION public.recompute_bill_status_from_approvals()
RETURNS trigger
LANGUAGE plpgsql SECURITY DEFINER SET search_path TO 'public'
AS $$
DECLARE
v_bill_id uuid;
v_total int;
v_approved int;
v_denied int;
v_required int;
v_current_status text;
v_new_status text;
BEGIN
v_bill_id := COALESCE(NEW.bill_id, OLD.bill_id);
IF v_bill_id IS NULL THEN
RETURN COALESCE(NEW, OLD);
END IF;
SELECT COUNT(*),
COUNT(*) FILTER (WHERE status = 'approved'),
COUNT(*) FILTER (WHERE status = 'denied')
INTO v_total, v_approved, v_denied
FROM public.bill_approvals
WHERE bill_id = v_bill_id;
IF v_total = 0 THEN
RETURN COALESCE(NEW, OLD);
END IF;
SELECT status INTO v_current_status FROM public.bills WHERE id = v_bill_id;
v_required := public.get_required_approvals_for_bill(v_bill_id);
IF v_denied > 0 THEN
v_new_status := 'denied';
ELSIF v_required IS NOT NULL AND v_approved >= v_required THEN
v_new_status := 'approved';
ELSIF v_required IS NULL AND v_approved = v_total THEN
-- legacy: no rule configured, all recorded votes must approve
v_new_status := 'approved';
ELSE
v_new_status := NULL;
END IF;
IF v_new_status IS NOT NULL
AND v_current_status IS DISTINCT FROM v_new_status
AND COALESCE(v_current_status, '') NOT IN ('paid', 'cancelled') THEN
UPDATE public.bills
SET status = v_new_status,
updated_at = now(),
approved_date = CASE WHEN v_new_status = 'approved'
THEN COALESCE(approved_date, CURRENT_DATE)
ELSE approved_date END
WHERE id = v_bill_id;
END IF;
RETURN COALESCE(NEW, OLD);
END;
$$;