Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
2026-04-17 00:47:06 +00:00
parent 42f6fab6e7
commit 9e2c88392e
2 changed files with 302 additions and 0 deletions
@@ -0,0 +1,142 @@
+-- 1. Annual interest rate on clients (per annum, non-compounded, applied monthly)
+ALTER TABLE public.clients
+  ADD COLUMN IF NOT EXISTS annual_interest_rate numeric;
+
+-- 2. Homeowners (belong to a client / HOA)
+CREATE TABLE IF NOT EXISTS public.homeowners (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  client_id uuid NOT NULL REFERENCES public.clients(id) ON DELETE CASCADE,
+  first_name text NOT NULL,
+  last_name text NOT NULL,
+  unit_number text,
+  address text,
+  email text,
+  phone text,
+  opening_balance numeric NOT NULL DEFAULT 0,
+  notes text,
+  created_by uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+CREATE INDEX IF NOT EXISTS idx_homeowners_client ON public.homeowners(client_id);
+
+ALTER TABLE public.homeowners ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY homeowners_select_auth ON public.homeowners
+  FOR SELECT TO authenticated USING (true);
+
+CREATE POLICY homeowners_insert_auth ON public.homeowners
+  FOR INSERT TO authenticated WITH CHECK (auth.uid() IS NOT NULL);
+
+CREATE POLICY homeowners_update_owner ON public.homeowners
+  FOR UPDATE TO authenticated
+  USING (public.is_admin(auth.uid()) OR created_by = auth.uid());
+
+CREATE POLICY homeowners_delete_admin ON public.homeowners
+  FOR DELETE TO authenticated
+  USING (public.is_admin(auth.uid()) OR created_by = auth.uid());
+
+CREATE TRIGGER homeowners_set_updated_at
+  BEFORE UPDATE ON public.homeowners
+  FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
+
+-- 3. Collections (one record per homeowner per case/matter)
+CREATE TABLE IF NOT EXISTS public.collections (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  case_id uuid NOT NULL REFERENCES public.cases(id) ON DELETE CASCADE,
+  homeowner_id uuid NOT NULL REFERENCES public.homeowners(id) ON DELETE RESTRICT,
+  status text NOT NULL DEFAULT 'late_notice',
+  notes text,
+  opened_at date NOT NULL DEFAULT CURRENT_DATE,
+  closed_at date,
+  created_by uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  UNIQUE (case_id, homeowner_id)
+);
+CREATE INDEX IF NOT EXISTS idx_collections_case ON public.collections(case_id);
+CREATE INDEX IF NOT EXISTS idx_collections_homeowner ON public.collections(homeowner_id);
+
+ALTER TABLE public.collections ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY collections_select_case ON public.collections
+  FOR SELECT TO authenticated
+  USING (public.can_access_case(case_id, auth.uid()));
+
+CREATE POLICY collections_insert_case ON public.collections
+  FOR INSERT TO authenticated
+  WITH CHECK (public.can_access_case(case_id, auth.uid()));
+
+CREATE POLICY collections_update_case ON public.collections
+  FOR UPDATE TO authenticated
+  USING (public.can_access_case(case_id, auth.uid()));
+
+CREATE POLICY collections_delete_case ON public.collections
+  FOR DELETE TO authenticated
+  USING (public.can_access_case(case_id, auth.uid()));
+
+CREATE TRIGGER collections_set_updated_at
+  BEFORE UPDATE ON public.collections
+  FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
+
+-- 4. Collection ledger entries (debit/credit per collection)
+CREATE TABLE IF NOT EXISTS public.collection_ledger_entries (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  collection_id uuid NOT NULL REFERENCES public.collections(id) ON DELETE CASCADE,
+  entry_date date NOT NULL DEFAULT CURRENT_DATE,
+  transaction_type text NOT NULL,
+  description text,
+  debit numeric NOT NULL DEFAULT 0,
+  credit numeric NOT NULL DEFAULT 0,
+  created_by uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+CREATE INDEX IF NOT EXISTS idx_cle_collection ON public.collection_ledger_entries(collection_id);
+CREATE INDEX IF NOT EXISTS idx_cle_date ON public.collection_ledger_entries(entry_date);
+
+ALTER TABLE public.collection_ledger_entries ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY cle_select_case ON public.collection_ledger_entries
+  FOR SELECT TO authenticated
+  USING (
+    EXISTS (
+      SELECT 1 FROM public.collections c
+      WHERE c.id = collection_id
+        AND public.can_access_case(c.case_id, auth.uid())
+    )
+  );
+
+CREATE POLICY cle_insert_case ON public.collection_ledger_entries
+  FOR INSERT TO authenticated
+  WITH CHECK (
+    EXISTS (
+      SELECT 1 FROM public.collections c
+      WHERE c.id = collection_id
+        AND public.can_access_case(c.case_id, auth.uid())
+    )
+  );
+
+CREATE POLICY cle_update_case ON public.collection_ledger_entries
+  FOR UPDATE TO authenticated
+  USING (
+    EXISTS (
+      SELECT 1 FROM public.collections c
+      WHERE c.id = collection_id
+        AND public.can_access_case(c.case_id, auth.uid())
+    )
+  );
+
+CREATE POLICY cle_delete_case ON public.collection_ledger_entries
+  FOR DELETE TO authenticated
+  USING (
+    EXISTS (
+      SELECT 1 FROM public.collections c
+      WHERE c.id = collection_id
+        AND public.can_access_case(c.case_id, auth.uid())
+    )
+  );
+
+CREATE TRIGGER cle_set_updated_at
+  BEFORE UPDATE ON public.collection_ledger_entries
+  FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();