@fayz-ai/plugin-financial 0.1.7 → 0.8.0

package/src/migrations/005_seed_defaults.sql

@@ -8,11 +8,11 @@ DO $$
 DECLARE t_id uuid;
 BEGIN
   FOR t_id IN (
-    SELECT id FROM saas_core.tenants
-    WHERE id NOT IN (SELECT DISTINCT tenant_id FROM public.payment_method_types)
+    SELECT id FROM public.tenants
+    WHERE id NOT IN (SELECT DISTINCT tenant_id FROM public.plg_financial_payment_method_types)
   )
   LOOP
-    INSERT INTO public.payment_method_types (tenant_id, name, transaction_type) VALUES
+    INSERT INTO public.plg_financial_payment_method_types (tenant_id, name, transaction_type) VALUES
       (t_id, 'Cash', 'cash'),
       (t_id, 'PIX', 'pix'),
       (t_id, 'Credit Card', 'credit_card'),
@@ -26,11 +26,11 @@ DO $$
 DECLARE t_id uuid;
 BEGIN
   FOR t_id IN (
-    SELECT id FROM saas_core.tenants
-    WHERE id NOT IN (SELECT DISTINCT tenant_id FROM public.card_brands)
+    SELECT id FROM public.tenants
+    WHERE id NOT IN (SELECT DISTINCT tenant_id FROM public.plg_financial_card_brands)
   )
   LOOP
-    INSERT INTO public.card_brands (tenant_id, name) VALUES
+    INSERT INTO public.plg_financial_card_brands (tenant_id, name) VALUES
       (t_id, 'Visa'), (t_id, 'Mastercard'), (t_id, 'American Express'),
       (t_id, 'Elo'), (t_id, 'Hipercard'), (t_id, 'Diners Club'),
       (t_id, 'Discover'), (t_id, 'JCB'), (t_id, 'Aura'), (t_id, 'Hiper');

package/src/migrations/006_rls_policies.sql

@@ -3,10 +3,10 @@
 -- The base migrations (001/002/003) ENABLE row-level security but relied on an
 -- external `project_rls.sql` auto-detection step to create the actual policies.
 -- That step does not run in the Drizzle/companion pipeline, so every table
--- except financial_movements was RLS-enabled with NO policy → all inserts denied
+-- except plg_financial_movements was RLS-enabled with NO policy → all inserts denied
 -- ("new row violates row-level security policy"). This creates the canonical
 -- per-tenant policies idempotently. Re-running is a no-op (IF NOT EXISTS guards;
--- financial_movements policies from 004 are skipped).
+-- plg_financial_movements policies from 004 are skipped).
 --
 -- Canonical RLS form: tenant_id IN (SELECT public.user_tenant_ids()).
 
@@ -14,9 +14,9 @@ DO $$
 DECLARE t text;
 BEGIN
   FOR t IN SELECT unnest(ARRAY[
-    'payment_method_types','payment_methods','bank_accounts',
-    'cash_register_sessions','financial_movements',
-    'chart_of_accounts','cost_centers','card_brands'
+    'plg_financial_payment_method_types','plg_financial_payment_methods','plg_financial_bank_accounts',
+    'plg_financial_cash_register_sessions','plg_financial_movements',
+    'plg_financial_chart_of_accounts','plg_financial_cost_centers','plg_financial_card_brands'
   ])
   LOOP
     EXECUTE format('ALTER TABLE public.%I ENABLE ROW LEVEL SECURITY', t);

package/src/migrations/{006_extract_fee_amount.sql → 006b_extract_fee_amount.sql}

@@ -5,14 +5,14 @@
 -- the running balance reflects the NET cash that actually lands in the account.
 --   gross    = paid_amount (settles the receivable/payable)
 --   net cash = paid_amount - fee_amount  (credits only; v1 has no fee on debits)
-ALTER TABLE public.financial_movements
+ALTER TABLE public.plg_financial_movements
   ADD COLUMN IF NOT EXISTS fee_amount numeric(14,2) NOT NULL DEFAULT 0;
 
-COMMENT ON COLUMN public.financial_movements.fee_amount IS
+COMMENT ON COLUMN public.plg_financial_movements.fee_amount IS
   'Processing/MDR fee deducted at settlement. Net cash impact = paid_amount - fee_amount (credit). v1: same-day net, no D+N settlement-date modeling.';
 
-CREATE INDEX IF NOT EXISTS idx_financial_movements_statement
-  ON public.financial_movements (bank_account_id, payment_date)
+CREATE INDEX IF NOT EXISTS idx_plg_financial_movements_statement
+  ON public.plg_financial_movements (bank_account_id, payment_date)
   WHERE status IN ('paid', 'partial');
 
 -- Transfers between accounts = a debit row (source) + credit row (destination),

package/src/migrations/007_reconciliation.sql

@@ -2,31 +2,31 @@
 -- Reconciliation (conciliação): bank-statement lines ↔ internal movements
 -- ---------------------------------------------------------------------------
 -- An integration (e.g. open banking) imports bank-statement lines as
--- financial_movements tagged with (external_source, external_id). The matching
+-- plg_financial_movements tagged with (external_source, external_id). The matching
 -- UI then links each imported line to the internal movement it settles, or
 -- accepts it standalone. These columns make a movement carry its bank-line
 -- identity and its reconciliation state.
 --   external_source / external_id : the bank line's provider + unique id
 --   reconciled_at                 : when the line was matched/accepted (NULL = pending)
 --   matched_movement_id           : the internal movement this line reconciles (NULL = standalone)
-ALTER TABLE public.financial_movements
+ALTER TABLE public.plg_financial_movements
   ADD COLUMN IF NOT EXISTS external_id text,
   ADD COLUMN IF NOT EXISTS external_source text,
   ADD COLUMN IF NOT EXISTS reconciled_at timestamptz,
   ADD COLUMN IF NOT EXISTS matched_movement_id uuid
-    REFERENCES public.financial_movements(id) ON DELETE SET NULL;
+    REFERENCES public.plg_financial_movements(id) ON DELETE SET NULL;
 
-COMMENT ON COLUMN public.financial_movements.external_source IS
+COMMENT ON COLUMN public.plg_financial_movements.external_source IS
   'Provider of an imported bank-statement line (e.g. plugbank, inter). NULL for app-native movements.';
-COMMENT ON COLUMN public.financial_movements.external_id IS
+COMMENT ON COLUMN public.plg_financial_movements.external_id IS
   'Provider-unique id of the imported bank line. Forms the import idempotency key with external_source.';
 
 -- Idempotency: a given bank line imports at most once per tenant.
-CREATE UNIQUE INDEX IF NOT EXISTS uq_financial_movements_external
-  ON public.financial_movements (tenant_id, external_source, external_id)
+CREATE UNIQUE INDEX IF NOT EXISTS uq_plg_financial_movements_external
+  ON public.plg_financial_movements (tenant_id, external_source, external_id)
   WHERE external_id IS NOT NULL AND external_source IS NOT NULL;
 
 -- Fast lookup of imported-but-unreconciled lines for the matching screen.
-CREATE INDEX IF NOT EXISTS idx_financial_movements_unreconciled
-  ON public.financial_movements (tenant_id, payment_date)
+CREATE INDEX IF NOT EXISTS idx_plg_financial_movements_unreconciled
+  ON public.plg_financial_movements (tenant_id, payment_date)
   WHERE external_source IS NOT NULL AND reconciled_at IS NULL;

package/src/migrations/007b_movement_payment_method_type.sql

@@ -0,0 +1,6 @@
+-- payment_method_type_id existed on pre-pool installs (added out-of-band on
+-- the salon/beauty DB) but was never captured in the file series; 008 requires
+-- it on plg_financial_movements. No-op where the column already exists.
+
+ALTER TABLE public.plg_financial_movements
+  ADD COLUMN IF NOT EXISTS payment_method_type_id uuid REFERENCES public.plg_financial_payment_method_types(id);

package/src/migrations/008_split_payment_movements.sql

@@ -3,9 +3,9 @@
 -- two payments on one installment show as two extract rows instead of one summed row.
 -- Bills stay pure obligations; v_invoice_balances already filters movement_kind='bill',
 -- so the new payment rows don't affect invoice balances. Backfill is idempotent.
--- Requires fee_amount (006_extract_fee_amount.sql).
+-- Requires fee_amount (006b_extract_fee_amount.sql).
 
-INSERT INTO public.financial_movements
+INSERT INTO public.plg_financial_movements
   (tenant_id, invoice_id, direction, movement_kind, amount, paid_amount, fee_amount, status,
    due_date, payment_date, installment_number, payment_method_id, payment_method_type_id,
    bank_account_id, cash_session_id, card_brand, card_installments, notes, metadata)
@@ -16,14 +16,14 @@ SELECT
   b.payment_method_id, b.payment_method_type_id, b.bank_account_id, b.cash_session_id,
   b.card_brand, b.card_installments, b.notes,
   jsonb_build_object('backfilledFromBill', b.id)
-FROM public.financial_movements b
+FROM public.plg_financial_movements b
 WHERE b.movement_kind = 'bill' AND b.paid_amount > 0
   AND NOT EXISTS (
-    SELECT 1 FROM public.financial_movements p
+    SELECT 1 FROM public.plg_financial_movements p
     WHERE p.movement_kind = 'payment' AND p.metadata->>'backfilledFromBill' = b.id::text
   );
 
-UPDATE public.financial_movements
+UPDATE public.plg_financial_movements
 SET payment_date = NULL, bank_account_id = NULL, payment_method_id = NULL,
     payment_method_type_id = NULL, cash_session_id = NULL, card_brand = NULL, card_installments = NULL
 WHERE movement_kind = 'bill';