@fayz-ai/plugin-financial 0.1.1

package/src/locales/pt-BR.ts

@@ -0,0 +1,331 @@
+// financial.* — merged plugin-own + saas-core central i18n
+export const ptBR: Record<string, string> = {
+  "financial.cards.installment": "Parcela {{current}}/{{total}}",
+  "financial.cards.noTransactions": "Nenhuma transação com cartão",
+  "financial.cards.pending": "Pendente",
+  "financial.cards.received": "Recebido",
+  "financial.cards.subtitle": "Transações de cartão de crédito e débito",
+  "financial.cards.title": "Cartões",
+  "financial.cards.transactions": "({{count}} transações)",
+  "financial.cards.transactionsAppear": "As transações com cartão aparecerão aqui quando pagamentos forem feitos via cartão de crédito/débito",
+  "financial.cashRegisters.addNotes": "Adicionar observações",
+  "financial.cashRegisters.back": "Voltar",
+  "financial.cashRegisters.bills": "Notas",
+  "financial.cashRegisters.closeSession": "Fechar Sessão",
+  "financial.cashRegisters.closeThisSession": "Fechar esta sessão",
+  "financial.cashRegisters.closing": "Fechando...",
+  "financial.cashRegisters.closingBalance": "Saldo de Fechamento",
+  "financial.cashRegisters.closingNotes": "Observações de Fechamento",
+  "financial.cashRegisters.coins": "Moedas",
+  "financial.cashRegisters.confirmOpen": "Confirmar e Abrir",
+  "financial.cashRegisters.confirmOpening": "Confirmar Abertura do Caixa",
+  "financial.cashRegisters.count": "Contagem",
+  "financial.cashRegisters.countBills": "Contar Notas e Moedas",
+  "financial.cashRegisters.countedTotal": "Total Contado",
+  "financial.cashRegisters.denominationCount": "Contagem por denominação",
+  "financial.cashRegisters.differenceFromOpening": "Diferença em relação à abertura",
+  "financial.cashRegisters.method": "Método",
+  "financial.cashRegisters.noCashAccounts": "Nenhuma conta de caixa encontrada. Crie uma conta bancária do tipo \"Caixa Registradora\" primeiro.",
+  "financial.cashRegisters.noClosedSessions": "Nenhuma sessão encerrada ainda",
+  "financial.cashRegisters.openAnother": "Abrir outro caixa",
+  "financial.cashRegisters.openSession": "Abrir Sessão",
+  "financial.cashRegisters.openSessions": "Sessões Abertas",
+  "financial.cashRegisters.opened": "Aberto",
+  "financial.cashRegisters.opening": "Abrindo...",
+  "financial.cashRegisters.openingBalance": "Saldo de Abertura",
+  "financial.cashRegisters.quickAmount": "Valor Rápido",
+  "financial.cashRegisters.register": "Caixa",
+  "financial.cashRegisters.sessionHistory": "Histórico de Sessões",
+  "financial.cashRegisters.subtitle": "Abrir, contar e fechar sessões de caixa",
+  "financial.commissions.comingSoon": "Em breve",
+  "financial.commissions.subtitle": "Comissões da equipe",
+  "financial.invoice.accountsPayable": "Contas a Pagar",
+  "financial.invoice.accountsReceivable": "Contas a Receber",
+  "financial.invoice.cancelConfirm": "Esta ação não pode ser desfeita.",
+  "financial.invoice.cancelDesc": "A fatura será marcada como cancelada. Todas as parcelas pendentes também serão canceladas. Esta fatura não contará mais nos totais.",
+  "financial.invoice.cancelInvoice": "Cancelar Fatura",
+  "financial.invoice.cancelling": "Cancelando...",
+  "financial.invoice.contact": "Contato",
+  "financial.invoice.createFirst": "Crie sua primeira fatura",
+  "financial.invoice.date": "Data",
+  "financial.invoice.booking": "Agendamento",
+  "financial.invoice.discount": "Desconto",
+  "financial.invoice.due": "Vencimento:",
+  "financial.invoice.edit": "Editar Fatura",
+  "financial.invoice.fullyPaid": "Totalmente pago",
+  "financial.invoice.installments": "Parcelas",
+  "financial.invoice.invoices": "{{count}} faturas",
+  "financial.invoice.items": "Itens",
+  "financial.invoice.keepInvoice": "Manter Fatura",
+  "financial.invoice.new": "Nova",
+  "financial.invoice.noDetails": "Nenhum detalhe adicional registrado",
+  "financial.invoice.noInstallments": "Sem parcelas",
+  "financial.invoice.noInvoices": "Nenhuma fatura ainda",
+  "financial.invoice.summaryTotal": "Total",
+  "financial.invoice.summaryReceived": "Recebido",
+  "financial.invoice.summaryReceivable": "A Receber",
+  "financial.invoice.summaryPaid": "Pago",
+  "financial.invoice.summaryPayable": "A Pagar",
+  "financial.invoice.notFound": "Fatura não encontrada",
+  "financial.invoice.notFoundDesc": "Esta fatura não pôde ser carregada.",
+  "financial.invoice.notes": "Observações",
+  "financial.invoice.paidLabel": "Pago:",
+  "financial.invoice.paidOn": "Pago em:",
+  "financial.invoice.pay": "Pagar",
+  "financial.invoice.paymentSchedule": "Cronograma de Pagamento",
+  "financial.invoice.remaining": "Restante:",
+  "financial.invoice.searchPlaceholder": "Buscar por contato ou descrição...",
+  "financial.invoice.showing": "Exibindo {{shown}} de {{total}}",
+  "financial.invoice.subtotal": "Subtotal",
+  "financial.invoice.surcharge": "Acréscimo",
+  "financial.invoice.total": "Total",
+  "financial.invoice.yesCancel": "Sim, Cancelar",
+  "financial.invoiceForm.addFirstItem": "Adicione seu primeiro item",
+  "financial.invoiceForm.addItem": "Adicionar Item",
+  "financial.invoiceForm.addItemsFirst": "Adicione itens primeiro",
+  "financial.invoiceForm.additionalNotes": "Observações adicionais...",
+  "financial.invoiceForm.cancel": "Cancelar",
+  "financial.invoiceForm.close": "Fechar",
+  "financial.invoiceForm.creating": "Criando nova fatura",
+  "financial.invoiceForm.date": "Data",
+  "financial.invoiceForm.description": "Descrição",
+  "financial.invoiceForm.discountSurcharge": "Desconto / Acréscimo",
+  "financial.invoiceForm.done": "Pronto",
+  "financial.invoiceForm.editing": "Editando fatura",
+  "financial.invoiceForm.fiscalNumber": "Número Fiscal (opcional)",
+  "financial.invoiceForm.headquarters": "Sede",
+  "financial.invoiceForm.installments": "Parcelas",
+  "financial.invoiceForm.item": "Item",
+  "financial.invoiceForm.itemDescription": "Descrição do item",
+  "financial.invoiceForm.items": "Itens",
+  "financial.invoiceForm.noDescription": "Sem descrição",
+  "financial.invoiceForm.noItems": "Nenhum item adicionado ainda",
+  "financial.invoiceForm.noUnitsFound": "Nenhuma unidade encontrada",
+  "financial.invoiceForm.observations": "Observações",
+  "financial.invoiceForm.payTo": "Pagar para",
+  "financial.invoiceForm.qty": "Qtd",
+  "financial.invoiceForm.receiveFrom": "Receber de",
+  "financial.invoiceForm.save": "Salvar",
+  "financial.invoiceForm.saving": "Salvando...",
+  "financial.invoiceForm.searchType": "Digite para buscar...",
+  "financial.invoiceForm.searchUnit": "Buscar unidade...",
+  "financial.invoiceForm.selectInstallments": "Selecione a quantidade de parcelas acima",
+  "financial.invoiceForm.selectItemType": "Selecione o tipo do item:",
+  "financial.invoiceForm.selectUnit": "Selecionar unidade",
+  "financial.invoiceForm.selectUnitTitle": "Selecionar Unidade",
+  "financial.invoiceForm.unit": "Unidade",
+  "financial.invoiceForm.unitPrice": "Preço Unitário",
+  "financial.nav.cards": "Cartões",
+  "financial.nav.cashRegisters": "Caixas",
+  "financial.nav.commissions": "Comissões",
+  "financial.nav.list": "Lista",
+  "financial.nav.new": "Novo",
+  "financial.nav.overview": "Visão Geral",
+  "financial.nav.payables": "Contas a Pagar",
+  "financial.nav.receivables": "Contas a Receber",
+  "financial.nav.reconciliation": "Conciliação",
+  "financial.nav.recurringExpenses": "Despesas Recorrentes",
+  "financial.nav.rules": "Regras",
+  "financial.nav.statements": "Extratos",
+  "financial.nav.summary": "Resumo",
+  "financial.onboarding.back": "Voltar",
+  "financial.onboarding.configureHint": "Você pode configurar isso em detalhes pelo ícone de Configurações dentro do módulo Financeiro.",
+  "financial.onboarding.getStarted": "Começar",
+  "financial.onboarding.next": "Próximo",
+  "financial.onboarding.startUsing": "Começar a usar o Financeiro",
+  "financial.onboarding.skip": "Pular configuração",
+  "financial.onboarding.welcome": "Bem-vindo ao Financeiro",
+  "financial.onboarding.description": "Vamos configurar seu módulo financeiro. Este assistente rápido ajudará a configurar o essencial.",
+  "financial.onboarding.accounts.title": "Contas Bancárias",
+  "financial.onboarding.accounts.description": "Adicione suas contas bancárias, caixas registradoras e cartões de crédito. Você pode adicionar mais depois em Configurações.",
+  "financial.onboarding.payments.title": "Métodos de Pagamento",
+  "financial.onboarding.payments.description": "Revise os tipos de pagamento que você aceita. Os tipos padrão (Dinheiro, PIX, Cartão de Crédito, etc.) já estão configurados.",
+  "financial.onboarding.chart.title": "Plano de Contas",
+  "financial.onboarding.chart.description": "Um modelo padrão de plano de contas foi criado. Você pode personalizá-lo a qualquer momento em Configurações.",
+  "financial.page.newPayable": "Nova Conta a Pagar",
+  "financial.page.newPayableDesc": "Registrar uma despesa ou conta a pagar",
+  "financial.page.newReceivable": "Nova Conta a Receber",
+  "financial.page.newReceivableDesc": "Registrar receita ou valor a receber",
+  "financial.page.openCash": "Abrir Caixa",
+  "financial.page.openCashDesc": "Iniciar uma nova sessão de caixa",
+  "financial.page.settingsSubtitle": "Preferências, métodos de pagamento e contas",
+  "financial.page.settingsTitle": "Configurações Financeiras",
+  "financial.payment.amount": "Valor",
+  "financial.payment.bankAccount": "Conta Bancária",
+  "financial.payment.cancel": "Cancelar",
+  "financial.payment.card": "Cartão",
+  "financial.payment.cardBrand": "Bandeira do Cartão",
+  "financial.payment.cardInstallments": "Parcelas",
+  "financial.payment.date": "Data",
+  "financial.payment.installment": "Parcela #{{number}}",
+  "financial.payment.method": "Método de Pagamento",
+  "financial.payment.notes": "Observações",
+  "financial.payment.optionalNotes": "Observações opcionais...",
+  "financial.payment.payAmount": "Pagar {{amount}}",
+  "financial.payment.processing": "Processando...",
+  "financial.payment.remaining": "{{amount}} restante",
+  "financial.payment.select": "Selecionar...",
+  "financial.payment.selectAccount": "Selecionar conta...",
+  "financial.payment.selectBrand": "Selecionar bandeira...",
+  "financial.payment.title": "Registrar Pagamento",
+  "financial.settings.allowPartial": "Permitir pagamentos parciais",
+  "financial.settings.allowPartialDesc": "Aceitar pagamentos menores que o valor total da parcela",
+  "financial.settings.autoClose": "Fechamento automático no fim do dia",
+  "financial.settings.autoCloseDesc": "Lembrar de fechar sessões abertas no fim do expediente",
+  "financial.settings.autoInstallments": "Gerar parcelas automaticamente",
+  "financial.settings.autoInstallmentsDesc": "Dividir automaticamente o total da fatura em parcelas iguais",
+  "financial.settings.cashRegister": "Caixa Registradora",
+  "financial.settings.cashRegisterDesc": "Comportamento da sessão de caixa",
+  "financial.settings.dailySummary": "Resumo financeiro diário",
+  "financial.settings.dailySummaryDesc": "Enviar um resumo diário por e-mail de contas a receber e a pagar",
+  "financial.settings.invoices": "Faturas",
+  "financial.settings.invoicesDesc": "Como faturas e pagamentos são processados",
+  "financial.settings.notifications": "Notificações",
+  "financial.settings.notificationsDesc": "Alertas e lembretes",
+  "financial.settings.overdueAlerts": "Alertas de pagamento atrasado",
+  "financial.settings.overdueAlertsDesc": "Notificar quando faturas passarem da data de vencimento",
+  "financial.settings.requireDoc": "Exigir número do documento",
+  "financial.settings.requireDocDesc": "Tornar obrigatório o número do documento/fatura nos pagamentos",
+  "financial.settings.requireOpening": "Exigir saldo de abertura",
+  "financial.settings.requireOpeningDesc": "O saldo de abertura deve ser confirmado antes de iniciar uma sessão",
+  "financial.settingsPage.subtitle": "Gerenciar métodos de pagamento, contas e configurações",
+  "financial.settingsPage.title": "Configurações Financeiras",
+  "financial.payment.noMethods": "Nenhuma forma de pagamento configurada.",
+  "financial.payment.configureMethods": "Configurar formas de pagamento",
+  "financial.statements.account": "Conta",
+  "financial.statements.from": "De",
+  "financial.statements.noTransactions": "Sem transações neste período",
+  "financial.statements.selectAccount": "Selecione uma conta para ver o extrato",
+  "financial.statements.selectToView": "Selecione uma conta para ver o extrato",
+  "financial.statements.subtitle": "Transações e saldos de contas bancárias",
+  "financial.statements.title": "Extratos",
+  "financial.statements.to": "Até",
+  "financial.summary.allAccounts": "Todas as contas",
+  "financial.summary.cashFlow": "Fluxo de Caixa",
+  "financial.summary.cashFlowBreakdown": "Detalhamento do Fluxo de Caixa",
+  "financial.summary.cashFlowBreakdownSubtitle": "Contas a receber vs. contas a pagar neste mês",
+  "financial.summary.cashFlowSubtitle": "Receitas vs despesas mensais",
+  "financial.summary.expenses": "Despesas",
+  "financial.summary.income": "Receita",
+  "financial.summary.monthlyFlow": "Fluxo Mensal",
+  "financial.summary.negativeBalance": "Saldo negativo",
+  "financial.summary.net": "Líquido",
+  "financial.summary.noOverdue": "Nenhuma transação atrasada",
+  "financial.summary.noTransactions": "Nenhuma transação ainda",
+  "financial.summary.overdue": "{{count}} atrasados",
+  "financial.summary.overduePayable": "Conta a pagar atrasada",
+  "financial.summary.overdueReceivable": "Conta a receber atrasada",
+  "financial.summary.overdueTitle": "Atrasados",
+  "financial.summary.paid": "Pago",
+  "financial.summary.payable": "A Pagar",
+  "financial.summary.positiveBalance": "Saldo positivo",
+  "financial.summary.receivable": "A Receber",
+  "financial.summary.received": "Recebido",
+  "financial.summary.recentTransactions": "Transações Recentes",
+  "financial.summary.totalBalance": "Saldo Total",
+  "financial.summary.transactionsAppear": "As transações aparecerão aqui após serem registradas",
+  "financial.summary.viewAll": "Ver todos",
+  "financial.quickActions.newPayable": "Nova Conta a Pagar",
+  "financial.quickActions.newPayableDesc": "Registrar uma despesa ou conta a pagar",
+  "financial.quickActions.newReceivable": "Nova Conta a Receber",
+  "financial.quickActions.newReceivableDesc": "Registrar receita ou valor a receber",
+  "financial.quickActions.openCashRegister": "Abrir Caixa",
+  "financial.quickActions.openCashRegisterDesc": "Iniciar uma nova sessão de caixa",
+  "financial.cash.title": "Caixa Registradora",
+  "financial.cash.subtitle": "Abrir, contar e fechar sessões de caixa",
+  "financial.cash.bills": "Notas",
+  "financial.cash.coins": "Moedas",
+  "financial.cash.noAccounts": "Nenhuma conta de caixa encontrada. Crie uma conta bancária do tipo \"Caixa Registradora\" primeiro.",
+  "financial.cash.confirmOpening": "Confirmar Abertura de Caixa",
+  "financial.cash.register": "Caixa",
+  "financial.cash.openingBalance": "Saldo de Abertura",
+  "financial.cash.method": "Método",
+  "financial.cash.denominationCount": "Contagem de cédulas",
+  "financial.cash.notes": "Observações",
+  "financial.cash.opening": "Abrindo...",
+  "financial.cash.confirmAndOpen": "Confirmar e Abrir",
+  "financial.cash.quickAmount": "Valor Rápido",
+  "financial.cash.countBillsCoins": "Contar Cédulas e Moedas",
+  "financial.cash.count": "Contar",
+  "financial.cash.countedTotal": "Total Contado",
+  "financial.cash.addNotes": "Adicionar observações",
+  "financial.cash.openingObservations": "Observações de abertura...",
+  "financial.cash.openSession": "Abrir Sessão",
+  "financial.cash.closingBalance": "Saldo de Fechamento",
+  "financial.cash.differenceFromOpening": "Diferença da abertura",
+  "financial.cash.closingNotes": "Observações de Fechamento",
+  "financial.cash.closingObservations": "Observações de fechamento...",
+  "financial.cash.closing": "Fechando...",
+  "financial.cash.closeSession": "Fechar Sessão",
+  "financial.cash.openSessions": "Sessões Abertas",
+  "financial.cash.opened": "Aberto",
+  "financial.cash.by": "por",
+  "financial.cash.closeThisSession": "Fechar esta sessão",
+  "financial.cash.sessionHistory": "Histórico de Sessões",
+  "financial.cash.noClosedSessions": "Nenhuma sessão fechada ainda",
+  "financial.cash.openLabel": "Abertura",
+  "financial.cash.closeLabel": "Fechamento",
+  "financial.cash.diff": "Dif",
+  "financial.cash.openAnother": "Abrir outro caixa",
+  "financial.invoice.statusOpen": "Aberto",
+  "financial.invoice.statusPartial": "Parcial",
+  "financial.invoice.statusPaid": "Pago",
+  "financial.invoice.statusOverdue": "Vencido",
+  "financial.invoice.statusCancelled": "Cancelado",
+  "financial.invoice.statusPending": "Pendente",
+  "financial.invoice.statusDraft": "Rascunho",
+  "financial.invoice.columnDate": "Data",
+  "financial.invoice.columnDescription": "Descrição",
+  "financial.invoice.columnAmount": "Valor",
+  "financial.invoice.columnPaid": "Pago",
+  "financial.invoice.columnStatus": "Status",
+  "financial.invoice.columnInst": "Parc.",
+  "financial.invoice.columnQty": "Qtd",
+  "financial.invoice.columnUnitPrice": "Preço Unit.",
+  "financial.invoice.columnTotal": "Total",
+  "financial.invoice.columnNumber": "#",
+  "financial.invoice.invoice": "Fatura",
+  "financial.invoice.loading": "Carregando...",
+  "financial.invoiceForm.cancelInvoice": "Cancelar Fatura",
+  "financial.invoiceForm.cancelConfirm": "Esta ação não pode ser desfeita.",
+  "financial.invoiceForm.cancelDesc": "A fatura será marcada como cancelada. Todas as parcelas pendentes também serão canceladas.",
+  "financial.invoiceForm.keepInvoice": "Manter Fatura",
+  "financial.invoiceForm.yesCancel": "Sim, Cancelar",
+  "financial.invoiceForm.cancelling": "Cancelando...",
+  "financial.invoiceForm.removeAdjustments": "Remover ajustes",
+  "financial.invoiceForm.discount": "Desconto",
+  "financial.invoiceForm.surcharge": "Acréscimo",
+  "financial.invoiceForm.total": "Total:",
+  "financial.invoiceForm.itemCount": "{{count}} item{{plural}}",
+  "financial.payment.account": "Conta",
+  "financial.payment.due": "Venc.:",
+  "financial.payment.paidAmount": "Pago:",
+  "financial.payment.paidOn": "Pago em:",
+  "financial.title": "Financeiro",
+  "financial.summary.title": "Resumo Financeiro",
+  "financial.summary.revenue": "Receita",
+  "financial.invoice.title": "Faturas",
+  "financial.invoice.create": "Nova Fatura",
+  "financial.invoice.number": "Fatura #",
+  "financial.invoice.client": "Cliente",
+  "financial.invoice.amount": "Valor",
+  "financial.invoice.status": "Status",
+  "financial.invoice.dueDate": "Vencimento",
+  "financial.invoice.addItem": "Adicionar Item",
+  "financial.invoice.tax": "Imposto",
+  "financial.invoice.save": "Salvar Fatura",
+  "financial.invoice.saving": "Salvando...",
+  "financial.invoice.markPaid": "Marcar como Pago",
+  "financial.invoice.sendReminder": "Enviar Lembrete",
+  "financial.receivable.title": "Contas a Receber",
+  "financial.payable.title": "Contas a Pagar",
+  "financial.statements.loading": "Carregando...",
+  "financial.cards.empty": "Nenhuma transação de cartão ainda",
+  "financial.commissions.title": "Comissões",
+  "financial.cashRegister.title": "Caixa",
+  "financial.cashRegister.open": "Abrir Caixa",
+  "financial.cashRegister.close": "Fechar Caixa",
+  "financial.movements.title": "Movimentações",
+  "financial.bankAccounts.title": "Contas Bancárias",
+  "financial.settings.title": "Configurações Financeiras",
+}

package/src/migrations/001_financial_base.sql

@@ -0,0 +1,109 @@
+-- Financial Plugin: Base Tables
+-- Pattern: uuid PK, tenant_id FK, timestamps, RLS via project_rls.sql auto-detection
+
+CREATE TABLE IF NOT EXISTS public.payment_method_types (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  name text NOT NULL,
+  transaction_type text NOT NULL,
+  is_active boolean NOT NULL DEFAULT true,
+  allowed_account_types jsonb DEFAULT '[]'::jsonb,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+ALTER TABLE public.payment_method_types ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_payment_method_types_tenant ON public.payment_method_types(tenant_id);
+
+CREATE TABLE IF NOT EXISTS public.payment_methods (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  name text NOT NULL,
+  payment_method_type_id uuid REFERENCES public.payment_method_types(id),
+  is_active boolean NOT NULL DEFAULT true,
+  discount_mode text,
+  discount_value numeric(12,2) DEFAULT 0,
+  interest_mode text,
+  interest_value numeric(12,2) DEFAULT 0,
+  min_installments integer DEFAULT 1,
+  max_installments integer DEFAULT 1,
+  service_filter_mode text DEFAULT 'all',
+  service_filter_ids jsonb DEFAULT '[]'::jsonb,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+ALTER TABLE public.payment_methods ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_payment_methods_tenant ON public.payment_methods(tenant_id);
+
+CREATE TABLE IF NOT EXISTS public.bank_accounts (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  name text NOT NULL,
+  account_type text NOT NULL DEFAULT 'bank_account',
+  bank_name text,
+  account_number text,
+  agency_number text,
+  current_balance numeric(14,2) NOT NULL DEFAULT 0,
+  initial_balance numeric(14,2) NOT NULL DEFAULT 0,
+  credit_limit numeric(14,2),
+  due_day integer,
+  closing_day integer,
+  is_active boolean NOT NULL DEFAULT true,
+  unit_id uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+ALTER TABLE public.bank_accounts ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_bank_accounts_tenant ON public.bank_accounts(tenant_id);
+
+CREATE TABLE IF NOT EXISTS public.cash_register_sessions (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  bank_account_id uuid NOT NULL REFERENCES public.bank_accounts(id),
+  status text NOT NULL DEFAULT 'open',
+  opened_at timestamptz NOT NULL DEFAULT now(),
+  opened_by_user_id uuid,
+  opened_by_name text,
+  opening_balance numeric(14,2) NOT NULL,
+  closed_at timestamptz,
+  closed_by_user_id uuid,
+  closed_by_name text,
+  closing_balance numeric(14,2),
+  expected_balance numeric(14,2),
+  difference numeric(14,2),
+  notes text,
+  unit_id uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+ALTER TABLE public.cash_register_sessions ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_cash_register_sessions_tenant ON public.cash_register_sessions(tenant_id);
+
+-- Financial movements (installments, payments) — plugin-specific, not archetype
+-- Invoices themselves use saas_core.orders (kind='invoice_payable'/'invoice_receivable')
+CREATE TABLE IF NOT EXISTS public.financial_movements (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  invoice_id uuid REFERENCES saas_core.orders(id),
+  direction text NOT NULL,
+  movement_kind text NOT NULL,
+  amount numeric(14,2) NOT NULL,
+  paid_amount numeric(14,2) DEFAULT 0,
+  status text NOT NULL DEFAULT 'pending',
+  due_date date NOT NULL,
+  payment_date date,
+  installment_number integer,
+  payment_method_id uuid REFERENCES public.payment_methods(id),
+  bank_account_id uuid REFERENCES public.bank_accounts(id),
+  cash_session_id uuid REFERENCES public.cash_register_sessions(id),
+  card_brand text,
+  card_installments integer,
+  notes text,
+  metadata jsonb DEFAULT '{}'::jsonb,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+ALTER TABLE public.financial_movements ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_financial_movements_tenant ON public.financial_movements(tenant_id);
+CREATE INDEX IF NOT EXISTS idx_financial_movements_invoice ON public.financial_movements(invoice_id);
+CREATE INDEX IF NOT EXISTS idx_financial_movements_due ON public.financial_movements(tenant_id, due_date);
+CREATE INDEX IF NOT EXISTS idx_financial_movements_bank ON public.financial_movements(bank_account_id);

package/src/migrations/002_chart_of_accounts.sql

@@ -0,0 +1,28 @@
+-- Financial Plugin: Chart of Accounts + Cost Centers
+
+CREATE TABLE IF NOT EXISTS public.chart_of_accounts (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  code text NOT NULL,
+  name text NOT NULL,
+  node_type text NOT NULL DEFAULT 'leaf',
+  parent_id uuid REFERENCES public.chart_of_accounts(id),
+  is_active boolean NOT NULL DEFAULT true,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+ALTER TABLE public.chart_of_accounts ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_chart_of_accounts_tenant ON public.chart_of_accounts(tenant_id);
+CREATE INDEX IF NOT EXISTS idx_chart_of_accounts_parent ON public.chart_of_accounts(parent_id);
+
+CREATE TABLE IF NOT EXISTS public.cost_centers (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  code text NOT NULL,
+  name text NOT NULL,
+  is_active boolean NOT NULL DEFAULT true,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+ALTER TABLE public.cost_centers ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_cost_centers_tenant ON public.cost_centers(tenant_id);

package/src/migrations/003_card_brands.sql

@@ -0,0 +1,12 @@
+-- Financial Plugin: Card Brands
+
+CREATE TABLE IF NOT EXISTS public.card_brands (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  name text NOT NULL,
+  is_active boolean NOT NULL DEFAULT true,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+ALTER TABLE public.card_brands ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_card_brands_tenant ON public.card_brands(tenant_id);

package/src/migrations/004_order_to_cash.sql

@@ -0,0 +1,164 @@
+-- Financial plugin — order-to-cash companion SQL.
+-- The atomic "promote an order into an invoice + installment ledger" function
+-- that CRM (approveQuote) and the agenda financial bridge both RPC. It belongs
+-- to the financial plugin (it writes financial_movements + reads orders), and it
+-- ships WITH the plugin so enabling Payments provisions it. Idempotent.
+-- Depends on: saas_core.orders, public.financial_movements (001_financial_base).
+
+-- 1. Sequence generator (REC-00001 / PAG-00001 numbering)
+CREATE TABLE IF NOT EXISTS saas_core.sequences (
+  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id),
+  kind text NOT NULL,
+  current_value bigint NOT NULL DEFAULT 0,
+  PRIMARY KEY (tenant_id, kind)
+);
+CREATE OR REPLACE FUNCTION saas_core.next_sequence(p_tenant_id uuid, p_kind text)
+RETURNS bigint LANGUAGE plpgsql AS $$
+DECLARE v_next bigint;
+BEGIN
+  INSERT INTO saas_core.sequences (tenant_id, kind, current_value)
+  VALUES (p_tenant_id, p_kind, 1)
+  ON CONFLICT (tenant_id, kind)
+  DO UPDATE SET current_value = saas_core.sequences.current_value + 1
+  RETURNING current_value INTO v_next;
+  RETURN v_next;
+END;
+$$;
+
+-- 2. Order-to-cash columns on the spine orders (plugin extends saas_core.orders)
+ALTER TABLE saas_core.orders
+  ADD COLUMN IF NOT EXISTS stage text,
+  ADD COLUMN IF NOT EXISTS direction text;
+
+-- 3. RLS + grants for financial_movements (table from 001_financial_base.sql)
+ALTER TABLE public.financial_movements ENABLE ROW LEVEL SECURITY;
+GRANT SELECT, INSERT, UPDATE, DELETE ON public.financial_movements TO authenticated;
+DO $$
+BEGIN
+  IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename='financial_movements' AND policyname='financial_movements_select') THEN
+    CREATE POLICY financial_movements_select ON public.financial_movements FOR SELECT TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
+    CREATE POLICY financial_movements_insert ON public.financial_movements FOR INSERT TO authenticated WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));
+    CREATE POLICY financial_movements_update ON public.financial_movements FOR UPDATE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
+    CREATE POLICY financial_movements_delete ON public.financial_movements FOR DELETE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
+  END IF;
+END $$;
+
+-- 4. The function (v2 — backward compatible with the 3-arg CRM call via defaults)
+DROP FUNCTION IF EXISTS public.fn_invoice_from_order(uuid, date, text);
+CREATE OR REPLACE FUNCTION public.fn_invoice_from_order(
+  p_order_id uuid,
+  p_due_date date DEFAULT NULL,
+  p_status text DEFAULT NULL,
+  p_installments int DEFAULT 1,
+  p_direction text DEFAULT 'credit'
+) RETURNS uuid
+LANGUAGE plpgsql
+SECURITY DEFINER
+SET search_path = public, saas_core
+AS $$
+DECLARE
+  v_order   saas_core.orders%ROWTYPE;
+  v_ref     text;
+  v_seq     bigint;
+  v_summary text;
+  v_contact text;
+  v_existing uuid;
+  v_kind    text;
+  v_prefix  text;
+  v_n       int := GREATEST(COALESCE(p_installments, 1), 1);
+  v_total   numeric;
+  v_base    numeric;
+  v_amt     numeric;
+  v_alloc   numeric := 0;
+  v_due     date;
+  i         int;
+BEGIN
+  SELECT * INTO v_order FROM saas_core.orders WHERE id = p_order_id;
+  IF NOT FOUND THEN RAISE EXCEPTION 'fn_invoice_from_order: order % not found', p_order_id; END IF;
+  IF v_order.tenant_id NOT IN (SELECT public.user_tenant_ids()) THEN
+    RAISE EXCEPTION 'fn_invoice_from_order: forbidden';
+  END IF;
+
+  SELECT id INTO v_existing FROM public.financial_movements
+    WHERE invoice_id = p_order_id AND movement_kind = 'bill' LIMIT 1;
+  IF v_existing IS NOT NULL THEN RETURN p_order_id; END IF;
+
+  IF p_direction = 'debit' THEN v_kind := 'invoice_payable'; v_prefix := 'PAG';
+  ELSE v_kind := 'invoice_receivable'; v_prefix := 'REC'; END IF;
+
+  SELECT saas_core.next_sequence(v_order.tenant_id, v_kind) INTO v_seq;
+  v_ref := v_prefix || '-' || lpad(v_seq::text, 5, '0');
+
+  SELECT string_agg(name, ', ' ORDER BY sort_order) INTO v_summary
+    FROM saas_core.order_items WHERE order_id = p_order_id;
+  SELECT name INTO v_contact FROM saas_core.persons WHERE id = v_order.party_id;
+
+  UPDATE saas_core.orders SET
+    status = COALESCE(p_status, status),
+    stage = 'invoiced',
+    direction = p_direction,
+    reference_number = v_ref,
+    metadata = COALESCE(metadata, '{}'::jsonb) || jsonb_build_object(
+      'itemsSummary', COALESCE(v_summary, ''),
+      'contactName', v_contact,
+      'installmentCount', v_n,
+      'quoteNumber', v_order.reference_number,
+      'direction', p_direction
+    ),
+    updated_at = now()
+  WHERE id = p_order_id;
+
+  v_total := COALESCE(v_order.total, 0);
+  v_base  := round(v_total / v_n, 2);
+  v_due   := COALESCE(p_due_date, current_date);
+  FOR i IN 1..v_n LOOP
+    IF i = v_n THEN v_amt := round(v_total - v_alloc, 2);
+    ELSE v_amt := v_base; v_alloc := v_alloc + v_base; END IF;
+    INSERT INTO public.financial_movements
+      (tenant_id, invoice_id, direction, movement_kind, amount, paid_amount, status, due_date, installment_number)
+    VALUES
+      (v_order.tenant_id, p_order_id, p_direction, 'bill', v_amt, 0, 'pending',
+       (v_due + ((i - 1) || ' months')::interval)::date, i);
+  END LOOP;
+
+  RETURN p_order_id;
+END;
+$$;
+GRANT EXECUTE ON FUNCTION public.fn_invoice_from_order(uuid, date, text, int, text) TO authenticated;
+
+-- 5. Derived balances view (Payments page + agenda payment badge read this)
+CREATE OR REPLACE VIEW public.v_invoice_balances AS
+WITH bill AS (
+  SELECT
+    invoice_id,
+    SUM(amount)      FILTER (WHERE status <> 'cancelled') AS billed,
+    SUM(paid_amount) FILTER (WHERE status <> 'cancelled') AS paid,
+    bool_or(status NOT IN ('paid','cancelled') AND due_date < current_date) AS has_overdue
+  FROM public.financial_movements
+  WHERE movement_kind = 'bill'
+  GROUP BY invoice_id
+)
+SELECT
+  o.id AS invoice_id, o.tenant_id, o.kind, o.reference_number, o.party_id, o.direction,
+  CASE WHEN o.direction = 'debit' OR o.kind = 'invoice_payable' THEN 'payable' ELSE 'receivable' END AS flow,
+  COALESCE(b.billed, o.total, 0) AS amount,
+  COALESCE(b.paid, 0) AS paid,
+  CASE WHEN o.status = 'cancelled' OR o.stage = 'cancelled' THEN 0
+       ELSE COALESCE(b.billed, o.total, 0) - COALESCE(b.paid, 0) END AS balance,
+  CASE
+    WHEN o.status = 'cancelled' OR o.stage = 'cancelled'       THEN 'cancelled'
+    WHEN COALESCE(b.billed, o.total, 0) = 0                    THEN 'open'
+    WHEN COALESCE(b.paid, 0) >= COALESCE(b.billed, o.total, 0) THEN 'paid'
+    WHEN COALESCE(b.paid, 0) > 0                               THEN 'partial'
+    WHEN COALESCE(b.has_overdue, false)                        THEN 'overdue'
+    ELSE 'open'
+  END AS status,
+  o.created_at, o.updated_at
+FROM saas_core.orders o
+LEFT JOIN bill b ON b.invoice_id = o.id
+WHERE o.kind IN ('invoice_receivable','invoice_payable') OR b.invoice_id IS NOT NULL;
+ALTER VIEW public.v_invoice_balances SET (security_invoker = true);
+GRANT SELECT ON public.v_invoice_balances TO authenticated;
+
+-- Refresh PostgREST's schema cache so the new RPC/views are visible immediately.
+NOTIFY pgrst, 'reload schema';