Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

supabase/migrations/20260418010645_2ca5538f-221c-439d-8f12-54b0ce082083.sql

@@ -0,0 +1,64 @@
+
+ALTER TABLE public.invoices ADD COLUMN IF NOT EXISTS is_retainer boolean NOT NULL DEFAULT false;
+
+CREATE TABLE IF NOT EXISTS public.trust_ledger_entries (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  client_id uuid NOT NULL REFERENCES public.clients(id) ON DELETE CASCADE,
+  entry_date date NOT NULL DEFAULT CURRENT_DATE,
+  entry_type text NOT NULL CHECK (entry_type IN ('deposit', 'withdrawal')),
+  amount numeric NOT NULL CHECK (amount >= 0),
+  note text,
+  source_invoice_id uuid REFERENCES public.invoices(id) ON DELETE SET NULL,
+  applied_invoice_id uuid REFERENCES public.invoices(id) ON DELETE SET NULL,
+  source_payment_id uuid REFERENCES public.invoice_payments(id) ON DELETE SET NULL,
+  applied_payment_id uuid REFERENCES public.invoice_payments(id) ON DELETE SET NULL,
+  created_by uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+
+CREATE INDEX IF NOT EXISTS trust_ledger_client_idx ON public.trust_ledger_entries(client_id, entry_date DESC);
+
+ALTER TABLE public.trust_ledger_entries ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY trust_ledger_select ON public.trust_ledger_entries
+  FOR SELECT TO authenticated USING (true);
+
+CREATE POLICY trust_ledger_insert ON public.trust_ledger_entries
+  FOR INSERT TO authenticated WITH CHECK (auth.uid() IS NOT NULL);
+
+CREATE POLICY trust_ledger_delete ON public.trust_ledger_entries
+  FOR DELETE TO authenticated USING (public.is_admin(auth.uid()) OR created_by = auth.uid());
+
+CREATE TRIGGER trust_ledger_set_updated_at
+  BEFORE UPDATE ON public.trust_ledger_entries
+  FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
+
+CREATE OR REPLACE FUNCTION public.tg_trust_deposit_from_payment()
+RETURNS trigger
+LANGUAGE plpgsql
+SECURITY DEFINER
+SET search_path = public
+AS $$
+DECLARE
+  v_client_id uuid;
+  v_is_retainer boolean;
+BEGIN
+  SELECT i.client_id, i.is_retainer INTO v_client_id, v_is_retainer
+  FROM public.invoices i WHERE i.id = NEW.invoice_id;
+
+  IF v_is_retainer IS TRUE AND v_client_id IS NOT NULL AND NEW.amount > 0 THEN
+    INSERT INTO public.trust_ledger_entries
+      (client_id, entry_date, entry_type, amount, note, source_invoice_id, source_payment_id, created_by)
+    VALUES
+      (v_client_id, NEW.paid_on, 'deposit', NEW.amount,
+       'Retainer payment', NEW.invoice_id, NEW.id, NEW.created_by);
+  END IF;
+  RETURN NEW;
+END;
+$$;
+
+DROP TRIGGER IF EXISTS trust_deposit_from_payment ON public.invoice_payments;
+CREATE TRIGGER trust_deposit_from_payment
+  AFTER INSERT ON public.invoice_payments
+  FOR EACH ROW EXECUTE FUNCTION public.tg_trust_deposit_from_payment();