@fayz-ai/plugin-financial 0.1.7 → 0.8.0

package/src/index.ts

@@ -1,5 +1,5 @@
 import React from 'react'
-import type { PluginManifest, PluginScope, VerticalId } from '@fayz-ai/core'
+import type { PluginManifest, PluginRegistryDef, PluginScope, VerticalId } from '@fayz-ai/core'
 import type { EntityLookupMap } from '@fayz-ai/saas'
 import { FinancialPage } from './FinancialPage'
 import { createFinancialDashboardWidgets } from './views/dashboardWidgets'
@@ -75,6 +75,13 @@ export interface FinancialPluginOptions {
     locale?: string
     symbol?: string
   }
+  /**
+   * Show the plugin's own quick-add affordances (the "New transaction" + "Send
+   * receipt" header buttons and, on mobile, the FAB). Opt-in (default: false) so
+   * hosts that already surface a "New" menu / global center-action don't render
+   * redundant controls. The shared quick-add sheet still opens via openQuickAdd().
+   */
+  quickAdd?: boolean
   navPosition?: number
   navSection?: 'main' | 'secondary'
   scope?: PluginScope
@@ -109,6 +116,9 @@ export interface FinancialPluginOptions {
   /** Contact/person lookup for "Pay to" / "Receive from" fields. Queries persons archetype. */
   contactLookup?: import('@fayz-ai/saas').EntityLookup
 
+  /** App-owned registries shown under /settings/financial Properties. */
+  settingsRegistries?: PluginRegistryDef[]
+
   /** Callback when user clicks a booking link on an invoice. Receives the order ID. */
   onBookingClick?: (orderId: string) => void
 }
@@ -162,6 +172,8 @@ function resolveConfig(options?: FinancialPluginOptions): ResolvedFinancialConfi
       // Opt-in: only shown when an app explicitly enables reconciliation (bank connector present).
       reconciliation: options?.modules?.reconciliation === true,
     },
+    // Opt-in: only render the plugin's own quick-add buttons/FAB when the host asks.
+    quickAdd: options?.quickAdd === true,
     labels: { ...DEFAULT_LABELS, ...options?.labels },
     currency: { ...DEFAULT_CURRENCY, ...options?.currency },
     itemTypes: options?.itemTypes ?? DEFAULT_ITEM_TYPES,
@@ -188,6 +200,7 @@ export function createFinancialPlugin(options?: FinancialPluginOptions): PluginM
   const provider = options?.dataProvider ?? createSafeFinancialProvider()
   const store = createFinancialStore(provider)
   const dashboardWidgets = createFinancialDashboardWidgets({ config, provider, store })
+  const registries = [...financialRegistries, ...(options?.settingsRegistries ?? [])]
 
   // Per-person statement tab (account_central-style): bound to this plugin's provider.
   const PersonStatementBound: React.FC<any> = (props) =>
@@ -195,7 +208,7 @@ export function createFinancialPlugin(options?: FinancialPluginOptions): PluginM
   PersonStatementBound.displayName = 'FinancialPersonStatement'
 
   const PageComponent: React.FC<any> = () =>
-    React.createElement(FinancialPage, { config, provider, store, registries: financialRegistries })
+    React.createElement(FinancialPage, { config, provider, store, registries })
 
   return {
     id: 'financial',
@@ -301,7 +314,7 @@ export function createFinancialPlugin(options?: FinancialPluginOptions): PluginM
         ],
       },
     ],
-    registries: financialRegistries,
+    registries,
     settings: [
       {
         id: 'financial',
@@ -313,7 +326,7 @@ export function createFinancialPlugin(options?: FinancialPluginOptions): PluginM
               title: 'Financial Settings',
               subtitle: 'Payment methods, accounts, and configurations',
               generalSettings: React.createElement(FinancialGeneralSettings),
-              registries: financialRegistries,
+              registries,
               hostPluginId: 'financial',
               routeBase: '/settings/financial',
             })
@@ -331,3 +344,10 @@ export function createFinancialPlugin(options?: FinancialPluginOptions): PluginM
 // Re-export types and factories for consumers
 export type { FinancialDataProvider } from './data/types'
 export type { ResolvedFinancialConfig } from './FinancialContext'
+// Seedable in-memory provider — apps pass a seed to render the module populated
+// (demo/dogfood data) instead of the empty onboarding state.
+export { createMockFinancialProvider } from './data/mock'
+export type { MockFinancialSeed, MockFinancialProviderOptions } from './data/mock'
+// FAY-1242: global quick-add trigger — apps wire this to a shell action (e.g.
+// the bottom-nav center "+") to open the transaction sheet from anywhere.
+export { openQuickAdd } from './quick-add'

package/src/locales/en.ts

@@ -1,7 +1,17 @@
 // financial.* — merged plugin-own + saas-core central i18n
 export const en: Record<string, string> = {
+  "financial.cards.addExpense": "Add expense",
+  "financial.cards.allBillsValue": "All bills value",
+  "financial.cards.availableLimit": "Available limit",
+  "financial.cards.currentBill": "Current bill",
+  "financial.cards.dueOn": "Due on the {{day}}",
   "financial.cards.installment": "Installment {{current}}/{{total}}",
+  "financial.cards.noCards": "No cards yet",
+  "financial.cards.noCardsHint": "Add a credit card in settings to track your bills here",
   "financial.cards.noTransactions": "No card transactions",
+  "financial.cards.tabClosed": "Closed",
+  "financial.cards.tabOpen": "Open",
+  "financial.cards.usedOfLimit": "{{percent}}% of limit used",
   "financial.cards.pending": "Pending",
   "financial.cards.received": "Received",
   "financial.cards.subtitle": "Credit and debit card transactions",
@@ -128,6 +138,10 @@ export const en: Record<string, string> = {
   "financial.nav.rules": "Rules",
   "financial.nav.statements": "Statements",
   "financial.nav.summary": "Summary",
+  "financial.invoice.filterAccount": "Chart account",
+  "financial.invoice.filterAllAccounts": "All accounts",
+  "financial.invoice.filterCostCenter": "Cost center",
+  "financial.invoice.filterAllCostCenters": "All cost centers",
   "financial.reconciliation.title": "Reconciliation",
   "financial.reconciliation.subtitle": "Match imported bank lines to your movements",
   "financial.reconciliation.pending": "{{count}} to reconcile",
@@ -242,6 +256,36 @@ export const en: Record<string, string> = {
   "financial.summary.totalBalance": "Total Balance",
   "financial.summary.transactionsAppear": "Transactions will appear here once recorded",
   "financial.summary.viewAll": "View all",
+  "financial.summary.today": "Today",
+  "financial.summary.yesterday": "Yesterday",
+  "financial.summary.transactionsTitle": "Transactions",
+  "financial.home.balance": "Balance",
+  "financial.home.inflow": "Income",
+  "financial.home.outflow": "Expenses",
+  "financial.home.showBalance": "Show balance",
+  "financial.home.hideBalance": "Hide balance",
+  "financial.home.upcomingBills": "Upcoming bills",
+  "financial.home.noBills": "No upcoming bills.",
+  "financial.home.dueToday": "Due today",
+  "financial.home.dueTomorrow": "Due tomorrow",
+  "financial.home.dueInDays": "Due in {{count}} days",
+  "financial.home.overdueDays": "Overdue by {{count}} days",
+  "financial.home.cards": "Cards",
+  "financial.home.currentBill": "Current bill",
+  "financial.home.availableLimit": "Available limit",
+  "financial.home.addCard": "New card",
+  "financial.home.bill": "Bill",
+  "financial.home.spendByCategory": "Spending by category",
+  "financial.home.noSpend": "No spending this month.",
+  "financial.home.category.groceries": "Groceries",
+  "financial.home.category.transport": "Transport",
+  "financial.home.category.subscriptions": "Subscriptions",
+  "financial.home.category.dining": "Dining",
+  "financial.home.category.home": "Home",
+  "financial.home.category.health": "Health",
+  "financial.home.category.leisure": "Leisure",
+  "financial.home.category.shopping": "Shopping",
+  "financial.home.category.other": "Other",
   "financial.quickActions.newPayable": "New Payable",
   "financial.quickActions.newPayableDesc": "Record an expense or bill to pay",
   "financial.quickActions.newReceivable": "New Receivable",
@@ -404,4 +448,35 @@ export const en: Record<string, string> = {
   "financial.transfer.failed": "Failed to record transfer",
   "financial.transfer.sameAccount": "Source and destination must differ",
   "financial.transfer.invalidAmount": "Amount must be greater than zero",
+  "financial.quickTx.title": "New transaction",
+  "financial.quickTx.close": "Close",
+  "financial.quickTx.newTransaction": "New transaction",
+  "financial.quickTx.expense": "Expense",
+  "financial.quickTx.income": "Income",
+  "financial.quickTx.transfer": "Transfer",
+  "financial.quickTx.paid": "Paid",
+  "financial.quickTx.received": "Received",
+  "financial.quickTx.yes": "Yes",
+  "financial.quickTx.no": "No",
+  "financial.quickTx.category": "Category",
+  "financial.quickTx.selectCategory": "No category",
+  "financial.quickTx.account": "Account",
+  "financial.quickTx.selectAccount": "Select account",
+  "financial.quickTx.fromAccount": "From account",
+  "financial.quickTx.toAccount": "To account",
+  "financial.quickTx.card": "Card",
+  "financial.quickTx.recurring": "Recurring",
+  "financial.quickTx.attachment": "Attachment",
+  "financial.quickTx.attachmentSoon": "Attachments coming soon",
+  "financial.quickTx.receipt": "Receipt",
+  "financial.quickTx.receiptCapture": "Snap or attach a receipt",
+  "financial.quickTx.receiptAttached": "Receipt attached",
+  "financial.quickTx.receiptReplace": "Replace",
+  "financial.quickTx.receiptRemove": "Remove receipt",
+  "financial.quickTx.receiptInvalid": "Please choose an image file",
+  "financial.quickTx.sendReceipt": "Send receipt",
+  "financial.quickTx.descriptionPlaceholder": "e.g. Groceries, Salary…",
+  "financial.quickTx.enterAmount": "Enter an amount",
+  "financial.quickTx.save": "Save",
+  "financial.quickTx.saving": "Saving…",
 }

package/src/locales/pt-BR.ts

@@ -1,7 +1,17 @@
 // financial.* — merged plugin-own + saas-core central i18n
 export const ptBR: Record<string, string> = {
+  "financial.cards.addExpense": "Adicionar despesa",
+  "financial.cards.allBillsValue": "Total das faturas",
+  "financial.cards.availableLimit": "Limite disponível",
+  "financial.cards.currentBill": "Fatura atual",
+  "financial.cards.dueOn": "Vence dia {{day}}",
   "financial.cards.installment": "Parcela {{current}}/{{total}}",
+  "financial.cards.noCards": "Nenhum cartão cadastrado",
+  "financial.cards.noCardsHint": "Adicione um cartão de crédito nas configurações para acompanhar suas faturas aqui",
   "financial.cards.noTransactions": "Nenhuma transação com cartão",
+  "financial.cards.tabClosed": "Fechados",
+  "financial.cards.tabOpen": "Abertos",
+  "financial.cards.usedOfLimit": "{{percent}}% do limite usado",
   "financial.cards.pending": "Pendente",
   "financial.cards.received": "Recebido",
   "financial.cards.subtitle": "Transações de cartão de crédito e débito",
@@ -128,6 +138,10 @@ export const ptBR: Record<string, string> = {
   "financial.nav.rules": "Regras",
   "financial.nav.statements": "Extratos",
   "financial.nav.summary": "Resumo",
+  "financial.invoice.filterAccount": "Plano de contas",
+  "financial.invoice.filterAllAccounts": "Todos os planos",
+  "financial.invoice.filterCostCenter": "Centro de custo",
+  "financial.invoice.filterAllCostCenters": "Todos os centros",
   "financial.reconciliation.title": "Conciliação",
   "financial.reconciliation.subtitle": "Concilie as linhas importadas do banco com seus lançamentos",
   "financial.reconciliation.pending": "{{count}} para conciliar",
@@ -242,6 +256,36 @@ export const ptBR: Record<string, string> = {
   "financial.summary.totalBalance": "Saldo Total",
   "financial.summary.transactionsAppear": "As transações aparecerão aqui após serem registradas",
   "financial.summary.viewAll": "Ver todos",
+  "financial.summary.today": "Hoje",
+  "financial.summary.yesterday": "Ontem",
+  "financial.summary.transactionsTitle": "Transações",
+  "financial.home.balance": "Saldo",
+  "financial.home.inflow": "Entradas",
+  "financial.home.outflow": "Saídas",
+  "financial.home.showBalance": "Mostrar saldo",
+  "financial.home.hideBalance": "Ocultar saldo",
+  "financial.home.upcomingBills": "Próximas contas",
+  "financial.home.noBills": "Nenhuma conta a vencer.",
+  "financial.home.dueToday": "Vence hoje",
+  "financial.home.dueTomorrow": "Vence amanhã",
+  "financial.home.dueInDays": "Vence em {{count}} dias",
+  "financial.home.overdueDays": "Venceu há {{count}} dias",
+  "financial.home.cards": "Cartões",
+  "financial.home.currentBill": "Fatura atual",
+  "financial.home.availableLimit": "Limite disponível",
+  "financial.home.addCard": "Novo cartão",
+  "financial.home.bill": "Conta",
+  "financial.home.spendByCategory": "Gastos por categoria",
+  "financial.home.noSpend": "Sem gastos neste mês.",
+  "financial.home.category.groceries": "Mercado",
+  "financial.home.category.transport": "Transporte",
+  "financial.home.category.subscriptions": "Assinaturas",
+  "financial.home.category.dining": "Alimentação",
+  "financial.home.category.home": "Casa",
+  "financial.home.category.health": "Saúde",
+  "financial.home.category.leisure": "Lazer",
+  "financial.home.category.shopping": "Compras",
+  "financial.home.category.other": "Outros",
   "financial.quickActions.newPayable": "Nova Conta a Pagar",
   "financial.quickActions.newPayableDesc": "Registrar uma despesa ou conta a pagar",
   "financial.quickActions.newReceivable": "Nova Conta a Receber",
@@ -404,4 +448,35 @@ export const ptBR: Record<string, string> = {
   "financial.transfer.failed": "Falha ao registrar transferência",
   "financial.transfer.sameAccount": "Origem e destino devem ser diferentes",
   "financial.transfer.invalidAmount": "O valor deve ser maior que zero",
+  "financial.quickTx.title": "Nova transação",
+  "financial.quickTx.close": "Fechar",
+  "financial.quickTx.newTransaction": "Nova transação",
+  "financial.quickTx.expense": "Despesa",
+  "financial.quickTx.income": "Receita",
+  "financial.quickTx.transfer": "Transferência",
+  "financial.quickTx.paid": "Pago",
+  "financial.quickTx.received": "Recebido",
+  "financial.quickTx.yes": "Sim",
+  "financial.quickTx.no": "Não",
+  "financial.quickTx.category": "Categoria",
+  "financial.quickTx.selectCategory": "Sem categoria",
+  "financial.quickTx.account": "Conta",
+  "financial.quickTx.selectAccount": "Selecione a conta",
+  "financial.quickTx.fromAccount": "Conta de origem",
+  "financial.quickTx.toAccount": "Conta de destino",
+  "financial.quickTx.card": "Cartão",
+  "financial.quickTx.recurring": "Recorrente",
+  "financial.quickTx.attachment": "Anexo",
+  "financial.quickTx.attachmentSoon": "Anexos em breve",
+  "financial.quickTx.receipt": "Recibo",
+  "financial.quickTx.receiptCapture": "Fotografar ou anexar recibo",
+  "financial.quickTx.receiptAttached": "Recibo anexado",
+  "financial.quickTx.receiptReplace": "Substituir",
+  "financial.quickTx.receiptRemove": "Remover recibo",
+  "financial.quickTx.receiptInvalid": "Escolha um arquivo de imagem",
+  "financial.quickTx.sendReceipt": "Enviar recibo",
+  "financial.quickTx.descriptionPlaceholder": "ex.: Mercado, Salário…",
+  "financial.quickTx.enterAmount": "Informe um valor",
+  "financial.quickTx.save": "Salvar",
+  "financial.quickTx.saving": "Salvando…",
 }

package/src/migrations/000_plg_rename.sql

@@ -0,0 +1,30 @@
+-- 000_plg_rename.sql — rename legacy financial tables to plg_financial_* for pools
+-- provisioned before the industry-pool rename. Guarded: fires only when the legacy
+-- name exists and the target does not, so fresh pools skip every branch.
+DO $$
+BEGIN
+  IF to_regclass('public.financial_movements') IS NOT NULL AND to_regclass('public.plg_financial_movements') IS NULL THEN
+    ALTER TABLE public.financial_movements RENAME TO plg_financial_movements;
+  END IF;
+  IF to_regclass('public.chart_of_accounts') IS NOT NULL AND to_regclass('public.plg_financial_chart_of_accounts') IS NULL THEN
+    ALTER TABLE public.chart_of_accounts RENAME TO plg_financial_chart_of_accounts;
+  END IF;
+  IF to_regclass('public.bank_accounts') IS NOT NULL AND to_regclass('public.plg_financial_bank_accounts') IS NULL THEN
+    ALTER TABLE public.bank_accounts RENAME TO plg_financial_bank_accounts;
+  END IF;
+  IF to_regclass('public.card_brands') IS NOT NULL AND to_regclass('public.plg_financial_card_brands') IS NULL THEN
+    ALTER TABLE public.card_brands RENAME TO plg_financial_card_brands;
+  END IF;
+  IF to_regclass('public.cost_centers') IS NOT NULL AND to_regclass('public.plg_financial_cost_centers') IS NULL THEN
+    ALTER TABLE public.cost_centers RENAME TO plg_financial_cost_centers;
+  END IF;
+  IF to_regclass('public.cash_register_sessions') IS NOT NULL AND to_regclass('public.plg_financial_cash_register_sessions') IS NULL THEN
+    ALTER TABLE public.cash_register_sessions RENAME TO plg_financial_cash_register_sessions;
+  END IF;
+  IF to_regclass('public.payment_methods') IS NOT NULL AND to_regclass('public.plg_financial_payment_methods') IS NULL THEN
+    ALTER TABLE public.payment_methods RENAME TO plg_financial_payment_methods;
+  END IF;
+  IF to_regclass('public.payment_method_types') IS NOT NULL AND to_regclass('public.plg_financial_payment_method_types') IS NULL THEN
+    ALTER TABLE public.payment_method_types RENAME TO plg_financial_payment_method_types;
+  END IF;
+END $$;

package/src/migrations/001_financial_base.sql

@@ -1,9 +1,9 @@
 -- 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 (
+CREATE TABLE IF NOT EXISTS public.plg_financial_payment_method_types (
   id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
-  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
   name text NOT NULL,
   transaction_type text NOT NULL,
   is_active boolean NOT NULL DEFAULT true,
@@ -11,14 +11,14 @@ CREATE TABLE IF NOT EXISTS public.payment_method_types (
   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);
+ALTER TABLE public.plg_financial_payment_method_types ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_plg_financial_payment_method_types_tenant ON public.plg_financial_payment_method_types(tenant_id);
 
-CREATE TABLE IF NOT EXISTS public.payment_methods (
+CREATE TABLE IF NOT EXISTS public.plg_financial_payment_methods (
   id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
-  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
   name text NOT NULL,
-  payment_method_type_id uuid REFERENCES public.payment_method_types(id),
+  payment_method_type_id uuid REFERENCES public.plg_financial_payment_method_types(id),
   is_active boolean NOT NULL DEFAULT true,
   discount_mode text,
   discount_value numeric(12,2) DEFAULT 0,
@@ -31,12 +31,12 @@ CREATE TABLE IF NOT EXISTS public.payment_methods (
   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);
+ALTER TABLE public.plg_financial_payment_methods ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_plg_financial_payment_methods_tenant ON public.plg_financial_payment_methods(tenant_id);
 
-CREATE TABLE IF NOT EXISTS public.bank_accounts (
+CREATE TABLE IF NOT EXISTS public.plg_financial_bank_accounts (
   id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
-  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
   name text NOT NULL,
   account_type text NOT NULL DEFAULT 'bank_account',
   bank_name text,
@@ -52,13 +52,13 @@ CREATE TABLE IF NOT EXISTS public.bank_accounts (
   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);
+ALTER TABLE public.plg_financial_bank_accounts ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_plg_financial_bank_accounts_tenant ON public.plg_financial_bank_accounts(tenant_id);
 
-CREATE TABLE IF NOT EXISTS public.cash_register_sessions (
+CREATE TABLE IF NOT EXISTS public.plg_financial_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),
+  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
+  bank_account_id uuid NOT NULL REFERENCES public.plg_financial_bank_accounts(id),
   status text NOT NULL DEFAULT 'open',
   opened_at timestamptz NOT NULL DEFAULT now(),
   opened_by_user_id uuid,
@@ -75,15 +75,15 @@ CREATE TABLE IF NOT EXISTS public.cash_register_sessions (
   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);
+ALTER TABLE public.plg_financial_cash_register_sessions ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_plg_financial_cash_register_sessions_tenant ON public.plg_financial_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 (
+-- Invoices themselves use public.orders (kind='invoice_payable'/'invoice_receivable')
+CREATE TABLE IF NOT EXISTS public.plg_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),
+  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
+  invoice_id uuid REFERENCES public.orders(id),
   direction text NOT NULL,
   movement_kind text NOT NULL,
   amount numeric(14,2) NOT NULL,
@@ -92,9 +92,9 @@ CREATE TABLE IF NOT EXISTS public.financial_movements (
   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),
+  payment_method_id uuid REFERENCES public.plg_financial_payment_methods(id),
+  bank_account_id uuid REFERENCES public.plg_financial_bank_accounts(id),
+  cash_session_id uuid REFERENCES public.plg_financial_cash_register_sessions(id),
   card_brand text,
   card_installments integer,
   notes text,
@@ -102,8 +102,8 @@ CREATE TABLE IF NOT EXISTS public.financial_movements (
   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);
+ALTER TABLE public.plg_financial_movements ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_plg_financial_movements_tenant ON public.plg_financial_movements(tenant_id);
+CREATE INDEX IF NOT EXISTS idx_plg_financial_movements_invoice ON public.plg_financial_movements(invoice_id);
+CREATE INDEX IF NOT EXISTS idx_plg_financial_movements_due ON public.plg_financial_movements(tenant_id, due_date);
+CREATE INDEX IF NOT EXISTS idx_plg_financial_movements_bank ON public.plg_financial_movements(bank_account_id);

package/src/migrations/002_chart_of_accounts.sql

@@ -1,28 +1,28 @@
 -- Financial Plugin: Chart of Accounts + Cost Centers
 
-CREATE TABLE IF NOT EXISTS public.chart_of_accounts (
+CREATE TABLE IF NOT EXISTS public.plg_financial_chart_of_accounts (
   id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
-  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  tenant_id uuid NOT NULL REFERENCES public.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),
+  parent_id uuid REFERENCES public.plg_financial_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);
+ALTER TABLE public.plg_financial_chart_of_accounts ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_plg_financial_chart_of_accounts_tenant ON public.plg_financial_chart_of_accounts(tenant_id);
+CREATE INDEX IF NOT EXISTS idx_plg_financial_chart_of_accounts_parent ON public.plg_financial_chart_of_accounts(parent_id);
 
-CREATE TABLE IF NOT EXISTS public.cost_centers (
+CREATE TABLE IF NOT EXISTS public.plg_financial_cost_centers (
   id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
-  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  tenant_id uuid NOT NULL REFERENCES public.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);
+ALTER TABLE public.plg_financial_cost_centers ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_plg_financial_cost_centers_tenant ON public.plg_financial_cost_centers(tenant_id);

package/src/migrations/003_card_brands.sql

@@ -1,12 +1,12 @@
 -- Financial Plugin: Card Brands
 
-CREATE TABLE IF NOT EXISTS public.card_brands (
+CREATE TABLE IF NOT EXISTS public.plg_financial_card_brands (
   id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
-  tenant_id uuid NOT NULL REFERENCES saas_core.tenants(id) ON DELETE CASCADE,
+  tenant_id uuid NOT NULL REFERENCES public.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);
+ALTER TABLE public.plg_financial_card_brands ENABLE ROW LEVEL SECURITY;
+CREATE INDEX IF NOT EXISTS idx_plg_financial_card_brands_tenant ON public.plg_financial_card_brands(tenant_id);

package/src/migrations/004_order_to_cash.sql

@@ -1,45 +1,45 @@
 -- 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
+-- to the financial plugin (it writes plg_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).
+-- Depends on: public.orders, public.plg_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),
+CREATE TABLE IF NOT EXISTS public.sequences (
+  tenant_id uuid NOT NULL REFERENCES public.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)
+CREATE OR REPLACE FUNCTION public.next_sequence(p_tenant_id uuid, p_kind text)
 RETURNS bigint LANGUAGE plpgsql AS $$
 DECLARE v_next bigint;
 BEGIN
-  INSERT INTO saas_core.sequences (tenant_id, kind, current_value)
+  INSERT INTO public.sequences (tenant_id, kind, current_value)
   VALUES (p_tenant_id, p_kind, 1)
   ON CONFLICT (tenant_id, kind)
-  DO UPDATE SET current_value = saas_core.sequences.current_value + 1
+  DO UPDATE SET current_value = public.sequences.current_value + 1
   RETURNING current_value INTO v_next;
   RETURN v_next;
 END;
 $$;
 
--- 2. Order-to-cash columns on the spine orders (plugin extends saas_core.orders)
-ALTER TABLE saas_core.orders
+-- 2. Order-to-cash columns on the spine orders (plugin extends public.orders)
+ALTER TABLE public.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;
+-- 3. RLS + grants for plg_financial_movements (table from 001_financial_base.sql)
+ALTER TABLE public.plg_financial_movements ENABLE ROW LEVEL SECURITY;
+GRANT SELECT, INSERT, UPDATE, DELETE ON public.plg_financial_movements TO authenticated;
 DO $$
 BEGIN
-  IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename='financial_movements' AND policyname='financial_movements_select') THEN
-    CREATE POLICY financial_movements_select ON public.financial_movements FOR SELECT TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
-    CREATE POLICY financial_movements_insert ON public.financial_movements FOR INSERT TO authenticated WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));
-    CREATE POLICY financial_movements_update ON public.financial_movements FOR UPDATE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
-    CREATE POLICY financial_movements_delete ON public.financial_movements FOR DELETE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
+  IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename='plg_financial_movements' AND policyname='plg_financial_movements_select') THEN
+    CREATE POLICY plg_financial_movements_select ON public.plg_financial_movements FOR SELECT TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
+    CREATE POLICY plg_financial_movements_insert ON public.plg_financial_movements FOR INSERT TO authenticated WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));
+    CREATE POLICY plg_financial_movements_update ON public.plg_financial_movements FOR UPDATE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
+    CREATE POLICY plg_financial_movements_delete ON public.plg_financial_movements FOR DELETE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
   END IF;
 END $$;
 
@@ -54,10 +54,10 @@ CREATE OR REPLACE FUNCTION public.fn_invoice_from_order(
 ) RETURNS uuid
 LANGUAGE plpgsql
 SECURITY DEFINER
-SET search_path = public, saas_core
+SET search_path = public
 AS $$
 DECLARE
-  v_order   saas_core.orders%ROWTYPE;
+  v_order   public.orders%ROWTYPE;
   v_ref     text;
   v_seq     bigint;
   v_summary text;
@@ -73,27 +73,27 @@ DECLARE
   v_due     date;
   i         int;
 BEGIN
-  SELECT * INTO v_order FROM saas_core.orders WHERE id = p_order_id;
+  SELECT * INTO v_order FROM public.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
+  SELECT id INTO v_existing FROM public.plg_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;
+  SELECT public.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;
+    FROM public.order_items WHERE order_id = p_order_id;
+  SELECT name INTO v_contact FROM public.people WHERE id = v_order.party_id;
 
-  UPDATE saas_core.orders SET
+  UPDATE public.orders SET
     status = COALESCE(p_status, status),
     stage = 'invoiced',
     direction = p_direction,
@@ -114,7 +114,7 @@ BEGIN
   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
+    INSERT INTO public.plg_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',
@@ -134,7 +134,7 @@ WITH bill AS (
     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
+  FROM public.plg_financial_movements
   WHERE movement_kind = 'bill'
   GROUP BY invoice_id
 )
@@ -154,7 +154,7 @@ SELECT
     ELSE 'open'
   END AS status,
   o.created_at, o.updated_at
-FROM saas_core.orders o
+FROM public.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);