mirror of
https://github.com/renee-png/acmcc.git
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115 lines
5.6 KiB
SQL
115 lines
5.6 KiB
SQL
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-- Zoho account mappings (local COA -> Zoho account)
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CREATE TABLE public.zoho_account_mappings (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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association_id UUID NOT NULL REFERENCES public.associations(id) ON DELETE CASCADE,
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chart_of_account_id UUID NOT NULL REFERENCES public.chart_of_accounts(id) ON DELETE CASCADE,
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zoho_account_id TEXT NOT NULL,
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zoho_account_name TEXT,
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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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UNIQUE(association_id, chart_of_account_id)
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);
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ALTER TABLE public.zoho_account_mappings ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "Staff full access on zoho_account_mappings"
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ON public.zoho_account_mappings FOR ALL TO authenticated
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USING (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role))
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WITH CHECK (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role));
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-- Zoho customer mappings (owner/unit -> Zoho customer)
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CREATE TABLE public.zoho_customer_mappings (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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association_id UUID NOT NULL REFERENCES public.associations(id) ON DELETE CASCADE,
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owner_id UUID REFERENCES public.owners(id) ON DELETE CASCADE,
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unit_id UUID REFERENCES public.units(id) ON DELETE CASCADE,
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zoho_customer_id TEXT NOT NULL,
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zoho_customer_name TEXT,
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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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UNIQUE(association_id, owner_id)
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);
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ALTER TABLE public.zoho_customer_mappings ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "Staff full access on zoho_customer_mappings"
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ON public.zoho_customer_mappings FOR ALL TO authenticated
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USING (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role))
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WITH CHECK (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role));
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-- Zoho sync settings per association (toggle which entry types sync)
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CREATE TABLE public.zoho_sync_settings (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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association_id UUID NOT NULL REFERENCES public.associations(id) ON DELETE CASCADE UNIQUE,
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sync_invoices BOOLEAN NOT NULL DEFAULT true,
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sync_payments BOOLEAN NOT NULL DEFAULT true,
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sync_contacts BOOLEAN NOT NULL DEFAULT true,
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sync_bills BOOLEAN NOT NULL DEFAULT false,
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sync_journal_entries BOOLEAN NOT NULL DEFAULT false,
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auto_sync_enabled BOOLEAN NOT NULL DEFAULT true,
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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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ALTER TABLE public.zoho_sync_settings ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "Staff full access on zoho_sync_settings"
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ON public.zoho_sync_settings FOR ALL TO authenticated
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USING (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role))
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WITH CHECK (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role));
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-- Zoho sync log for tracking sync history and errors
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CREATE TABLE public.zoho_sync_log (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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association_id UUID NOT NULL REFERENCES public.associations(id) ON DELETE CASCADE,
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sync_type TEXT NOT NULL, -- 'invoice', 'payment', 'contact', 'bill', etc.
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direction TEXT NOT NULL DEFAULT 'push', -- 'push' or 'pull'
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status TEXT NOT NULL DEFAULT 'success', -- 'success', 'error', 'partial'
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record_count INTEGER DEFAULT 0,
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error_message TEXT,
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details JSONB,
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created_at TIMESTAMPTZ NOT NULL DEFAULT now()
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);
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ALTER TABLE public.zoho_sync_log ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "Staff full access on zoho_sync_log"
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ON public.zoho_sync_log FOR ALL TO authenticated
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USING (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role))
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WITH CHECK (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role));
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-- Association fee rules (interest & late fee configuration per association)
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CREATE TABLE public.association_fee_rules (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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association_id UUID NOT NULL REFERENCES public.associations(id) ON DELETE CASCADE UNIQUE,
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-- Interest settings
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interest_enabled BOOLEAN NOT NULL DEFAULT false,
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interest_rate NUMERIC NOT NULL DEFAULT 0, -- APR percentage e.g. 18.0
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interest_grace_days INTEGER NOT NULL DEFAULT 30,
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interest_compound TEXT NOT NULL DEFAULT 'monthly', -- 'monthly', 'daily', 'quarterly'
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interest_apply_to TEXT NOT NULL DEFAULT 'assessments', -- 'assessments', 'all_charges', 'assessments_and_fees'
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-- Late fee settings
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late_fee_enabled BOOLEAN NOT NULL DEFAULT false,
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late_fee_type TEXT NOT NULL DEFAULT 'flat', -- 'flat' or 'percentage'
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late_fee_amount NUMERIC NOT NULL DEFAULT 0, -- dollar amount or percentage
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late_fee_trigger_days INTEGER NOT NULL DEFAULT 15, -- days past due before late fee applies
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late_fee_max NUMERIC, -- optional max cap for percentage-based fees
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late_fee_recurring BOOLEAN NOT NULL DEFAULT false, -- apply every month?
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-- Schedule
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auto_apply_enabled BOOLEAN NOT NULL DEFAULT false,
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auto_apply_schedule TEXT NOT NULL DEFAULT 'monthly', -- 'monthly', 'quarterly'
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auto_apply_day INTEGER NOT NULL DEFAULT 1, -- day of month
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-- Push to Zoho
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push_to_zoho BOOLEAN NOT NULL DEFAULT true,
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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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ALTER TABLE public.association_fee_rules ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "Staff full access on association_fee_rules"
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ON public.association_fee_rules FOR ALL TO authenticated
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USING (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role))
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WITH CHECK (has_role(auth.uid(), 'admin'::app_role) OR has_role(auth.uid(), 'manager'::app_role));
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