Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
2026-04-17 01:48:35 +00:00
parent 435fa8d77c
commit f085202d68
2 changed files with 133 additions and 0 deletions
@@ -0,0 +1,58 @@
+-- Add category columns to ledger entries
+ALTER TABLE public.collection_ledger_entries
+  ADD COLUMN IF NOT EXISTS assess numeric NOT NULL DEFAULT 0,
+  ADD COLUMN IF NOT EXISTS late numeric NOT NULL DEFAULT 0,
+  ADD COLUMN IF NOT EXISTS admin numeric NOT NULL DEFAULT 0,
+  ADD COLUMN IF NOT EXISTS legal numeric NOT NULL DEFAULT 0,
+  ADD COLUMN IF NOT EXISTS viol numeric NOT NULL DEFAULT 0,
+  ADD COLUMN IF NOT EXISTS interest numeric NOT NULL DEFAULT 0,
+  ADD COLUMN IF NOT EXISTS bank numeric NOT NULL DEFAULT 0,
+  ADD COLUMN IF NOT EXISTS payment numeric NOT NULL DEFAULT 0,
+  ADD COLUMN IF NOT EXISTS account text;
+
+-- Backfill: split existing debit/credit into the appropriate column based on transaction_type
+UPDATE public.collection_ledger_entries
+SET
+  assess   = CASE WHEN transaction_type = 'assessment'              THEN COALESCE(debit,0) ELSE 0 END,
+  late     = CASE WHEN transaction_type = 'late_fee'                THEN COALESCE(debit,0) ELSE 0 END,
+  admin    = CASE WHEN transaction_type = 'admin_fee'               THEN COALESCE(debit,0) ELSE 0 END,
+  legal    = CASE WHEN transaction_type = 'legal_fee'               THEN COALESCE(debit,0) ELSE 0 END,
+  viol     = CASE WHEN transaction_type = 'violation'               THEN COALESCE(debit,0) ELSE 0 END,
+  interest = CASE WHEN transaction_type = 'interest'                THEN COALESCE(debit,0) ELSE 0 END,
+  bank     = CASE WHEN transaction_type IN ('bank_fee')             THEN COALESCE(debit,0) ELSE 0 END,
+  payment  = CASE WHEN transaction_type IN ('payment','adjustment') THEN COALESCE(credit,0) ELSE 0 END,
+  account  = transaction_type
+WHERE assess = 0 AND late = 0 AND admin = 0 AND legal = 0 AND viol = 0 AND interest = 0 AND bank = 0 AND payment = 0;
+
+-- Add ledger metadata to collections
+ALTER TABLE public.collections
+  ADD COLUMN IF NOT EXISTS name text,
+  ADD COLUMN IF NOT EXISTS interest_rate_override numeric;
+
+-- Payment allocations: how a payment row is applied across priority buckets
+CREATE TABLE IF NOT EXISTS public.collection_payment_allocations (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  entry_id uuid NOT NULL REFERENCES public.collection_ledger_entries(id) ON DELETE CASCADE,
+  collection_id uuid NOT NULL REFERENCES public.collections(id) ON DELETE CASCADE,
+  bucket text NOT NULL, -- 'bank' | 'interest' | 'late' | 'legal' | 'admin' | 'viol' | 'assess'
+  amount numeric NOT NULL DEFAULT 0,
+  created_at timestamptz NOT NULL DEFAULT now()
+);
+
+ALTER TABLE public.collection_payment_allocations ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY "cpa_select_case" ON public.collection_payment_allocations
+  FOR SELECT TO authenticated USING (
+    EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND can_access_case(c.case_id, auth.uid()))
+  );
+CREATE POLICY "cpa_insert_case" ON public.collection_payment_allocations
+  FOR INSERT TO authenticated WITH CHECK (
+    EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND can_access_case(c.case_id, auth.uid()))
+  );
+CREATE POLICY "cpa_delete_case" ON public.collection_payment_allocations
+  FOR DELETE TO authenticated USING (
+    EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND can_access_case(c.case_id, auth.uid()))
+  );
+
+CREATE INDEX IF NOT EXISTS idx_cpa_entry ON public.collection_payment_allocations(entry_id);
+CREATE INDEX IF NOT EXISTS idx_cpa_collection ON public.collection_payment_allocations(collection_id);