mirror of
https://github.com/renee-png/acmcc.git
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183fe0a93c
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
173 lines
6.7 KiB
PL/PgSQL
173 lines
6.7 KiB
PL/PgSQL
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-- Rules table (one per association)
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CREATE TABLE public.bill_approval_rules (
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id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
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association_id uuid NOT NULL UNIQUE REFERENCES public.associations(id) ON DELETE CASCADE,
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enabled boolean NOT NULL DEFAULT true,
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required_approvals integer NOT NULL DEFAULT 2 CHECK (required_approvals >= 0),
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created_at timestamptz NOT NULL DEFAULT now(),
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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CREATE TRIGGER trg_bill_approval_rules_updated_at
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BEFORE UPDATE ON public.bill_approval_rules
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FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
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-- Amount thresholds
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CREATE TABLE public.bill_approval_rule_thresholds (
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id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
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rule_id uuid NOT NULL REFERENCES public.bill_approval_rules(id) ON DELETE CASCADE,
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min_amount numeric(12,2) NOT NULL DEFAULT 0,
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max_amount numeric(12,2),
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required_approvals integer NOT NULL CHECK (required_approvals >= 0),
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created_at timestamptz NOT NULL DEFAULT now()
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);
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CREATE INDEX idx_batr_rule ON public.bill_approval_rule_thresholds(rule_id);
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-- Vendor exceptions
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CREATE TABLE public.bill_approval_rule_vendor_exceptions (
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id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
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rule_id uuid NOT NULL REFERENCES public.bill_approval_rules(id) ON DELETE CASCADE,
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vendor_name text NOT NULL,
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required_approvals integer NOT NULL CHECK (required_approvals >= 0),
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created_at timestamptz NOT NULL DEFAULT now()
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);
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CREATE INDEX idx_barve_rule ON public.bill_approval_rule_vendor_exceptions(rule_id);
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CREATE INDEX idx_barve_vendor ON public.bill_approval_rule_vendor_exceptions(rule_id, lower(vendor_name));
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-- RLS
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ALTER TABLE public.bill_approval_rules ENABLE ROW LEVEL SECURITY;
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ALTER TABLE public.bill_approval_rule_thresholds ENABLE ROW LEVEL SECURITY;
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ALTER TABLE public.bill_approval_rule_vendor_exceptions ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "Staff manage approval rules" ON public.bill_approval_rules
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FOR ALL TO authenticated
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USING (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role))
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WITH CHECK (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role));
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CREATE POLICY "Board can view their approval rules" ON public.bill_approval_rules
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FOR SELECT TO authenticated
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USING (association_id IN (SELECT bm.association_id FROM public.board_members bm WHERE bm.user_id = auth.uid()));
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CREATE POLICY "Staff manage thresholds" ON public.bill_approval_rule_thresholds
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FOR ALL TO authenticated
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USING (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role))
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WITH CHECK (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role));
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CREATE POLICY "Board view thresholds" ON public.bill_approval_rule_thresholds
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FOR SELECT TO authenticated
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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())));
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CREATE POLICY "Staff manage vendor exceptions" ON public.bill_approval_rule_vendor_exceptions
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FOR ALL TO authenticated
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USING (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role))
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WITH CHECK (public.has_role(auth.uid(),'admin'::app_role) OR public.has_role(auth.uid(),'manager'::app_role));
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CREATE POLICY "Board view vendor exceptions" ON public.bill_approval_rule_vendor_exceptions
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FOR SELECT TO authenticated
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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())));
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-- Helper: required approvals for a bill
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CREATE OR REPLACE FUNCTION public.get_required_approvals_for_bill(p_bill_id uuid)
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RETURNS integer
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LANGUAGE plpgsql STABLE SECURITY DEFINER SET search_path TO 'public'
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AS $$
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DECLARE
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v_assoc uuid;
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v_amount numeric;
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v_vendor text;
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v_rule public.bill_approval_rules%ROWTYPE;
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v_required integer;
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BEGIN
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SELECT b.association_id, b.amount, COALESCE(b.vendor_name, '')
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INTO v_assoc, v_amount, v_vendor
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FROM public.bills b WHERE b.id = p_bill_id;
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IF v_assoc IS NULL THEN RETURN NULL; END IF;
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SELECT * INTO v_rule FROM public.bill_approval_rules WHERE association_id = v_assoc;
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IF v_rule.id IS NULL OR v_rule.enabled = false THEN
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RETURN NULL; -- no rule: legacy behavior
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END IF;
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-- Vendor exception wins
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SELECT required_approvals INTO v_required
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FROM public.bill_approval_rule_vendor_exceptions
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WHERE rule_id = v_rule.id AND lower(vendor_name) = lower(v_vendor)
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LIMIT 1;
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IF v_required IS NOT NULL THEN RETURN v_required; END IF;
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-- Threshold match (most specific: highest min_amount that fits)
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SELECT required_approvals INTO v_required
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FROM public.bill_approval_rule_thresholds
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WHERE rule_id = v_rule.id
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AND COALESCE(v_amount,0) >= min_amount
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AND (max_amount IS NULL OR COALESCE(v_amount,0) <= max_amount)
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ORDER BY min_amount DESC
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LIMIT 1;
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IF v_required IS NOT NULL THEN RETURN v_required; END IF;
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RETURN v_rule.required_approvals;
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END;
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$$;
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-- Update recompute trigger function to use rule
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CREATE OR REPLACE FUNCTION public.recompute_bill_status_from_approvals()
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RETURNS trigger
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LANGUAGE plpgsql SECURITY DEFINER SET search_path TO 'public'
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AS $$
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DECLARE
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v_bill_id uuid;
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v_total int;
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v_approved int;
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v_denied int;
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v_required int;
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v_current_status text;
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v_new_status text;
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BEGIN
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v_bill_id := COALESCE(NEW.bill_id, OLD.bill_id);
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IF v_bill_id IS NULL THEN
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RETURN COALESCE(NEW, OLD);
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END IF;
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SELECT COUNT(*),
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COUNT(*) FILTER (WHERE status = 'approved'),
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COUNT(*) FILTER (WHERE status = 'denied')
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INTO v_total, v_approved, v_denied
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FROM public.bill_approvals
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WHERE bill_id = v_bill_id;
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IF v_total = 0 THEN
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RETURN COALESCE(NEW, OLD);
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END IF;
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SELECT status INTO v_current_status FROM public.bills WHERE id = v_bill_id;
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v_required := public.get_required_approvals_for_bill(v_bill_id);
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IF v_denied > 0 THEN
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v_new_status := 'denied';
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ELSIF v_required IS NOT NULL AND v_approved >= v_required THEN
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v_new_status := 'approved';
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ELSIF v_required IS NULL AND v_approved = v_total THEN
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-- legacy: no rule configured, all recorded votes must approve
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v_new_status := 'approved';
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ELSE
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v_new_status := NULL;
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END IF;
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IF v_new_status IS NOT NULL
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AND v_current_status IS DISTINCT FROM v_new_status
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AND COALESCE(v_current_status, '') NOT IN ('paid', 'cancelled') THEN
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UPDATE public.bills
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SET status = v_new_status,
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updated_at = now(),
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approved_date = CASE WHEN v_new_status = 'approved'
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THEN COALESCE(approved_date, CURRENT_DATE)
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ELSE approved_date END
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WHERE id = v_bill_id;
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END IF;
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RETURN COALESCE(NEW, OLD);
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END;
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$$;
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