@fayz-ai/plugin-financial 0.2.0 → 0.8.0

package/dist/index.js

@@ -5016,6 +5016,18 @@ function createMockFinancialProvider(options) {
   return provider;
 }
 
+// src/data/tables.ts
+var T = {
+  movements: "plg_financial_movements",
+  chartOfAccounts: "plg_financial_chart_of_accounts",
+  bankAccounts: "plg_financial_bank_accounts",
+  cardBrands: "plg_financial_card_brands",
+  costCenters: "plg_financial_cost_centers",
+  cashRegisterSessions: "plg_financial_cash_register_sessions",
+  paymentMethods: "plg_financial_payment_methods",
+  paymentMethodTypes: "plg_financial_payment_method_types"
+};
+
 // src/data/supabase.ts
 function getTenantId() {
   return getActiveTenantId();
@@ -5038,7 +5050,7 @@ function camelToSnake(obj) {
 function getClients() {
   const supabase = getSupabaseClientOptional();
   if (!supabase) throw new Error("Supabase not initialized");
-  return { core: supabase.schema("saas_core"), pub: supabase };
+  return { core: supabase, pub: supabase };
 }
 function mapStageToInvoiceStatus(stage) {
   switch (stage) {
@@ -5065,11 +5077,11 @@ async function sweepOverdue() {
   try {
     const { core, pub } = getClients();
     const today2 = (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
-    const { data: overdueMovs } = await pub.from("financial_movements").update({ status: "overdue" }).in("status", ["pending", "partial"]).lt("due_date", today2).select("invoice_id");
+    const { data: overdueMovs } = await pub.from(T.movements).update({ status: "overdue" }).in("status", ["pending", "partial"]).lt("due_date", today2).select("invoice_id");
     if (overdueMovs && overdueMovs.length > 0) {
       const invoiceIds = [...new Set(overdueMovs.map((m) => m.invoice_id).filter(Boolean))];
       for (const invId of invoiceIds) {
-        const { data: allMovs } = await pub.from("financial_movements").select("status").eq("invoice_id", invId).eq("movement_kind", "bill");
+        const { data: allMovs } = await pub.from(T.movements).select("status").eq("invoice_id", invId).eq("movement_kind", "bill");
         const movs = allMovs ?? [];
         const hasOverdue = movs.some((m) => m.status === "overdue");
         const allPaid = movs.every((m) => m.status === "paid");
@@ -5107,7 +5119,7 @@ async function findOrderIdsByItemMetadata(core, filters) {
 }
 async function getMethodFeePct(pub, paymentMethodId) {
   if (!paymentMethodId) return 0;
-  const { data } = await pub.from("payment_methods").select("discount_value").eq("id", paymentMethodId).single();
+  const { data } = await pub.from(T.paymentMethods).select("discount_value").eq("id", paymentMethodId).single();
   return Number(data?.discount_value) || 0;
 }
 function genId() {
@@ -5179,7 +5191,7 @@ function createSupabaseFinancialProvider() {
       const o = snakeToCamel(data);
       const meta = data.metadata ?? {};
       const balance = (await fetchInvoiceBalances(pub, [id])).get(id);
-      const { data: movs } = await pub.from("financial_movements").select("paid_amount").eq("invoice_id", id).eq("movement_kind", "bill");
+      const { data: movs } = await pub.from(T.movements).select("paid_amount").eq("invoice_id", id).eq("movement_kind", "bill");
       return {
         id: o.id,
         direction: o.direction ?? (o.kind === "invoice_payable" ? "debit" : "credit"),
@@ -5266,7 +5278,7 @@ function createSupabaseFinancialProvider() {
         );
       }
       if (order && input.installments.length > 0) {
-        await pub.from("financial_movements").insert(
+        await pub.from(T.movements).insert(
           input.installments.map((inst, i) => ({
             tenant_id: tenantId,
             invoice_id: order.id,
@@ -5308,12 +5320,12 @@ function createSupabaseFinancialProvider() {
     async cancelInvoice(id) {
       const { core, pub } = getClients();
       await core.from("orders").update({ status: "cancelled" }).eq("id", id);
-      await pub.from("financial_movements").update({ status: "cancelled" }).eq("invoice_id", id).eq("status", "pending");
+      await pub.from(T.movements).update({ status: "cancelled" }).eq("invoice_id", id).eq("status", "pending");
     },
     // --- Movements (public.financial_movements) ---
     async getMovements(query) {
       const { pub } = getClients();
-      let qb = pub.from("financial_movements").select("*", { count: "exact" });
+      let qb = pub.from(T.movements).select("*", { count: "exact" });
       if (query.direction) qb = qb.eq("direction", query.direction);
       if (query.status) {
         const statuses = Array.isArray(query.status) ? query.status : [query.status];
@@ -5330,7 +5342,7 @@ function createSupabaseFinancialProvider() {
     },
     async payMovement(input) {
       const { core, pub } = getClients();
-      const { data: mov } = await pub.from("financial_movements").select("*").eq("id", input.movementId).single();
+      const { data: mov } = await pub.from(T.movements).select("*").eq("id", input.movementId).single();
       if (!mov) throw new Error("Movement not found");
       const tenantId = mov.tenant_id ?? getTenantId();
       const feePct = mov.direction === "credit" ? await getMethodFeePct(pub, input.paymentMethodId) : 0;
@@ -5355,17 +5367,17 @@ function createSupabaseFinancialProvider() {
         card_installments: input.cardInstallments ?? null,
         notes: input.notes ?? null
       };
-      let { data, error } = await pub.from("financial_movements").insert(paymentRow).select().single();
+      let { data, error } = await pub.from(T.movements).insert(paymentRow).select().single();
       if (error && /fee_amount/i.test(error.message ?? "")) {
         const { fee_amount, ...rest } = paymentRow;
-        ({ data, error } = await pub.from("financial_movements").insert(rest).select().single());
+        ({ data, error } = await pub.from(T.movements).insert(rest).select().single());
       }
       if (error) throw error;
       const newPaid = round22((mov.paid_amount ?? 0) + input.amount);
       const billStatus = newPaid >= mov.amount ? "paid" : "partial";
-      await pub.from("financial_movements").update({ paid_amount: newPaid, status: billStatus, payment_date: null, bank_account_id: null }).eq("id", mov.id);
+      await pub.from(T.movements).update({ paid_amount: newPaid, status: billStatus, payment_date: null, bank_account_id: null }).eq("id", mov.id);
       if (mov.invoice_id) {
-        const { data: allMovs } = await pub.from("financial_movements").select("status, amount, paid_amount").eq("invoice_id", mov.invoice_id).eq("movement_kind", "bill");
+        const { data: allMovs } = await pub.from(T.movements).select("status, amount, paid_amount").eq("invoice_id", mov.invoice_id).eq("movement_kind", "bill");
         const movs = allMovs ?? [];
         const allPaid = movs.length > 0 && movs.every((m) => m.status === "paid");
         const anyPaid = movs.some((m) => m.status === "paid" || m.status === "partial");
@@ -5382,7 +5394,7 @@ function createSupabaseFinancialProvider() {
     },
     async cancelMovement(id) {
       const { pub } = getClients();
-      await pub.from("financial_movements").update({ status: "cancelled" }).eq("id", id);
+      await pub.from(T.movements).update({ status: "cancelled" }).eq("id", id);
     },
     // --- Transfers (between accounts) ---
     async createTransfer(input) {
@@ -5418,10 +5430,10 @@ function createSupabaseFinancialProvider() {
           metadata: { transferId, transferRole: "in", counterAccountId: input.fromAccountId }
         }
       ];
-      let { data, error } = await pub.from("financial_movements").insert(rowsToInsert).select("id, direction");
+      let { data, error } = await pub.from(T.movements).insert(rowsToInsert).select("id, direction");
       if (error && /fee_amount/i.test(error.message ?? "")) {
         const stripped = rowsToInsert.map(({ fee_amount, ...rest }) => rest);
-        ({ data, error } = await pub.from("financial_movements").insert(stripped).select("id, direction"));
+        ({ data, error } = await pub.from(T.movements).insert(stripped).select("id, direction"));
       }
       if (error) throw error;
       const rows = data ?? [];
@@ -5432,13 +5444,13 @@ function createSupabaseFinancialProvider() {
     // --- Bank Accounts ---
     async getBankAccounts() {
       const { pub } = getClients();
-      const { data } = await pub.from("bank_accounts").select("*").eq("is_active", true).order("name");
+      const { data } = await pub.from(T.bankAccounts).select("*").eq("is_active", true).order("name");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     async createBankAccount(input) {
       const { pub } = getClients();
       const tenantId = getTenantId();
-      const { data } = await pub.from("bank_accounts").insert({
+      const { data } = await pub.from(T.bankAccounts).insert({
         ...camelToSnake(input),
         tenant_id: tenantId,
         current_balance: input.initialBalance ?? 0
@@ -5450,26 +5462,26 @@ function createSupabaseFinancialProvider() {
       const row = camelToSnake(partial);
       delete row.id;
       delete row.tenant_id;
-      const { data } = await pub.from("bank_accounts").update(row).eq("id", id).select().single();
+      const { data } = await pub.from(T.bankAccounts).update(row).eq("id", id).select().single();
       return snakeToCamel(data);
     },
     // --- Cash Sessions ---
     async getCashSessions(bankAccountId) {
       const { pub } = getClients();
-      let qb = pub.from("cash_register_sessions").select("*");
+      let qb = pub.from(T.cashRegisterSessions).select("*");
       if (bankAccountId) qb = qb.eq("bank_account_id", bankAccountId);
       const { data } = await qb.order("opened_at", { ascending: false });
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     async getOpenSession(bankAccountId) {
       const { pub } = getClients();
-      const { data } = await pub.from("cash_register_sessions").select("*").eq("bank_account_id", bankAccountId).eq("status", "open").single();
+      const { data } = await pub.from(T.cashRegisterSessions).select("*").eq("bank_account_id", bankAccountId).eq("status", "open").single();
       return data ? snakeToCamel(data) : null;
     },
     async openCashSession(input) {
       const { pub } = getClients();
       const tenantId = getTenantId();
-      const { data } = await pub.from("cash_register_sessions").insert({
+      const { data } = await pub.from(T.cashRegisterSessions).insert({
         tenant_id: tenantId,
         bank_account_id: input.bankAccountId,
         status: "open",
@@ -5482,7 +5494,7 @@ function createSupabaseFinancialProvider() {
     },
     async closeCashSession(input) {
       const { pub } = getClients();
-      const { data } = await pub.from("cash_register_sessions").update({
+      const { data } = await pub.from(T.cashRegisterSessions).update({
         status: "closed",
         closing_balance: input.closingBalance,
         closed_at: (/* @__PURE__ */ new Date()).toISOString(),
@@ -5494,8 +5506,8 @@ function createSupabaseFinancialProvider() {
     },
     async getCashSessionSummary(sessionId) {
       const { pub } = getClients();
-      const session = (await pub.from("cash_register_sessions").select("*").eq("id", sessionId).single()).data;
-      const { data: movs } = await pub.from("financial_movements").select("direction, paid_amount").eq("cash_session_id", sessionId).eq("status", "paid");
+      const session = (await pub.from(T.cashRegisterSessions).select("*").eq("id", sessionId).single()).data;
+      const { data: movs } = await pub.from(T.movements).select("direction, paid_amount").eq("cash_session_id", sessionId).eq("status", "paid");
       const movements = movs ?? [];
       return {
         session: snakeToCamel(session),
@@ -5507,23 +5519,23 @@ function createSupabaseFinancialProvider() {
     // --- Payment Methods ---
     async getPaymentMethods() {
       const { pub } = getClients();
-      const { data } = await pub.from("payment_methods").select("*").eq("is_active", true).order("name");
+      const { data } = await pub.from(T.paymentMethods).select("*").eq("is_active", true).order("name");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     async getPaymentMethodTypes() {
       const { pub } = getClients();
-      const { data } = await pub.from("payment_method_types").select("*").eq("is_active", true).order("name");
+      const { data } = await pub.from(T.paymentMethodTypes).select("*").eq("is_active", true).order("name");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     // --- Chart of Accounts ---
     async getChartOfAccounts() {
       const { pub } = getClients();
-      const { data } = await pub.from("chart_of_accounts").select("*").eq("is_active", true).order("code");
+      const { data } = await pub.from(T.chartOfAccounts).select("*").eq("is_active", true).order("code");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     async getCostCenters() {
       const { pub } = getClients();
-      const { data } = await pub.from("cost_centers").select("*").eq("is_active", true).order("code");
+      const { data } = await pub.from(T.costCenters).select("*").eq("is_active", true).order("code");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     // --- Card Transactions ---
@@ -5535,7 +5547,7 @@ function createSupabaseFinancialProvider() {
     async getStatement(query) {
       const { core, pub } = getClients();
       const today2 = (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
-      const { data: acctRows } = await pub.from("bank_accounts").select("id, name, initial_balance, is_active");
+      const { data: acctRows } = await pub.from(T.bankAccounts).select("id, name, initial_balance, is_active");
       const allAccounts = acctRows ?? [];
       const consolidated = !query.bankAccountId;
       const scopeAccounts = consolidated ? allAccounts.filter((a) => a.is_active) : allAccounts.filter((a) => a.id === query.bankAccountId);
@@ -5547,10 +5559,10 @@ function createSupabaseFinancialProvider() {
       }
       const scopeFilter = (qb) => consolidated ? qb : qb.in("bank_account_id", accountIds);
       const netOf = (r) => r.direction === "credit" ? (Number(r.paid_amount) || 0) - (Number(r.fee_amount) || 0) : -(Number(r.paid_amount) || 0);
-      const { data: priorRows } = await scopeFilter(pub.from("financial_movements").select("*").neq("status", "cancelled").lt("payment_date", query.dateRange.from));
+      const { data: priorRows } = await scopeFilter(pub.from(T.movements).select("*").neq("status", "cancelled").lt("payment_date", query.dateRange.from));
       const priorNet = (priorRows ?? []).reduce((s, r) => s + netOf(r), 0);
       const openingBalance = round22(initialSum + priorNet);
-      const { data: movs } = await scopeFilter(pub.from("financial_movements").select("*").neq("status", "cancelled").gte("payment_date", query.dateRange.from).lte("payment_date", query.dateRange.to).order("payment_date").order("created_at"));
+      const { data: movs } = await scopeFilter(pub.from(T.movements).select("*").neq("status", "cancelled").gte("payment_date", query.dateRange.from).lte("payment_date", query.dateRange.to).order("payment_date").order("created_at"));
       const invoiceIds = [...new Set((movs ?? []).map((r) => r.invoice_id).filter(Boolean))];
       const invoiceById = /* @__PURE__ */ new Map();
       if (invoiceIds.length) {
@@ -5592,7 +5604,7 @@ function createSupabaseFinancialProvider() {
       });
       const matchedIds = [...new Set(entries.map((e) => e.movement.matchedMovementId).filter(Boolean))];
       if (matchedIds.length) {
-        const { data: matched } = await pub.from("financial_movements").select("id, invoice_id, notes").in("id", matchedIds);
+        const { data: matched } = await pub.from(T.movements).select("id, invoice_id, notes").in("id", matchedIds);
         const matchedById = new Map((matched ?? []).map((m) => [m.id, m]));
         const matchedInvoiceIds = [...new Set((matched ?? []).map((m) => m.invoice_id).filter(Boolean))];
         const invById = /* @__PURE__ */ new Map();
@@ -5614,7 +5626,7 @@ function createSupabaseFinancialProvider() {
           };
         }
       }
-      const { data: todayRows } = await scopeFilter(pub.from("financial_movements").select("*").neq("status", "cancelled").lte("payment_date", today2));
+      const { data: todayRows } = await scopeFilter(pub.from(T.movements).select("*").neq("status", "cancelled").lte("payment_date", today2));
       const accountCurrentBalance = round22(initialSum + (todayRows ?? []).reduce((s, r) => s + netOf(r), 0));
       return {
         entries,
@@ -5632,9 +5644,9 @@ function createSupabaseFinancialProvider() {
     async getSummary(dateRange) {
       sweepOverdue();
       const { pub } = getClients();
-      const { data: accounts } = await pub.from("bank_accounts").select("current_balance").eq("is_active", true);
+      const { data: accounts } = await pub.from(T.bankAccounts).select("current_balance").eq("is_active", true);
       const totalBalance = (accounts ?? []).reduce((s, a) => s + (a.current_balance ?? 0), 0);
-      const { data: movs } = await pub.from("financial_movements").select("direction, movement_kind, amount, paid_amount, status, due_date, payment_date");
+      const { data: movs } = await pub.from(T.movements).select("direction, movement_kind, amount, paid_amount, status, due_date, payment_date");
       const allMovs = movs ?? [];
       const unpaid = allMovs.filter((m) => ["pending", "partial", "overdue"].includes(m.status));
       const today2 = (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
@@ -5667,7 +5679,7 @@ function createSupabaseFinancialProvider() {
       const tenantId = getTenantId();
       let imported = 0, duplicates = 0;
       for (const line of input.lines) {
-        const { error } = await pub.from("financial_movements").insert({
+        const { error } = await pub.from(T.movements).insert({
           tenant_id: tenantId,
           direction: line.direction,
           movement_kind: "payment",
@@ -5690,7 +5702,7 @@ function createSupabaseFinancialProvider() {
     },
     async getUnreconciled(query) {
       const { pub } = getClients();
-      let qb = pub.from("financial_movements").select("*").not("external_source", "is", null).is("reconciled_at", null);
+      let qb = pub.from(T.movements).select("*").not("external_source", "is", null).is("reconciled_at", null);
       if (query?.bankAccountId) qb = qb.eq("bank_account_id", query.bankAccountId);
       if (query?.dateRange) qb = qb.gte("payment_date", query.dateRange.from).lte("payment_date", query.dateRange.to);
       const { data } = await qb.order("payment_date", { ascending: false });
@@ -5698,12 +5710,12 @@ function createSupabaseFinancialProvider() {
     },
     async suggestReconciliation(bankMovementId) {
       const { core, pub } = getClients();
-      const { data: line } = await pub.from("financial_movements").select("*").eq("id", bankMovementId).single();
+      const { data: line } = await pub.from(T.movements).select("*").eq("id", bankMovementId).single();
       if (!line) return [];
       const amount = Number(line.amount) || 0;
       const lineDate = line.payment_date ?? line.due_date;
       const tol = Math.max(0.01, round22(amount * 0.02));
-      const { data } = await pub.from("financial_movements").select("*").is("external_source", null).is("reconciled_at", null).eq("direction", line.direction).gte("amount", round22(amount - tol)).lte("amount", round22(amount + tol)).neq("id", bankMovementId).limit(25);
+      const { data } = await pub.from(T.movements).select("*").is("external_source", null).is("reconciled_at", null).eq("direction", line.direction).gte("amount", round22(amount - tol)).lte("amount", round22(amount + tol)).neq("id", bankMovementId).limit(25);
       const candidates = (data ?? []).map((r) => {
         const amtDiff = Math.abs((Number(r.amount) || 0) - amount);
         const amtScore = amount > 0 ? Math.max(0, 1 - amtDiff / amount) : 0;
@@ -5729,20 +5741,20 @@ function createSupabaseFinancialProvider() {
     async reconcileMovement(input) {
       const { pub } = getClients();
       const now2 = (/* @__PURE__ */ new Date()).toISOString();
-      await pub.from("financial_movements").update({
+      await pub.from(T.movements).update({
         reconciled_at: now2,
         matched_movement_id: input.matchedMovementId ?? null
       }).eq("id", input.bankMovementId);
       if (input.matchedMovementId) {
-        await pub.from("financial_movements").update({ reconciled_at: now2 }).eq("id", input.matchedMovementId);
+        await pub.from(T.movements).update({ reconciled_at: now2 }).eq("id", input.matchedMovementId);
       }
     },
     async unreconcileMovement(bankMovementId) {
       const { pub } = getClients();
-      const { data: line } = await pub.from("financial_movements").select("matched_movement_id").eq("id", bankMovementId).single();
-      await pub.from("financial_movements").update({ reconciled_at: null, matched_movement_id: null }).eq("id", bankMovementId);
+      const { data: line } = await pub.from(T.movements).select("matched_movement_id").eq("id", bankMovementId).single();
+      await pub.from(T.movements).update({ reconciled_at: null, matched_movement_id: null }).eq("id", bankMovementId);
       if (line?.matched_movement_id) {
-        await pub.from("financial_movements").update({ reconciled_at: null }).eq("id", line.matched_movement_id);
+        await pub.from(T.movements).update({ reconciled_at: null }).eq("id", line.matched_movement_id);
       }
     }
   };
@@ -5990,7 +6002,7 @@ var paymentMethodTypeEntity = {
     { key: "transactionType", label: "Transaction Type", type: "select", options: ["cash", "credit_card", "debit_card", "pix", "bank_transfer", "check", "voucher"], showInTable: true, required: true },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "payment_method_types", tenantScoped: true }
+  data: { table: T.paymentMethodTypes, tenantScoped: true }
 };
 var paymentMethodEntity = {
   name: "Payment Method",
@@ -6002,14 +6014,14 @@ var paymentMethodEntity = {
     { key: "name", label: "Name", type: "text", required: true, showInTable: true },
     // FK to the seeded payment_method_types catalog — load real ids at runtime
     // (a static enum select would write the string into the uuid column).
-    { key: "paymentMethodTypeId", label: "Type", type: "relation", relation: { table: "payment_method_types", labelField: "name" }, showInTable: true, required: true },
+    { key: "paymentMethodTypeId", label: "Type", type: "relation", relation: { table: T.paymentMethodTypes, labelField: "name" }, showInTable: true, required: true },
     { key: "discountValue", label: "Discount %", type: "number", showInTable: true },
     { key: "interestValue", label: "Interest %", type: "number", showInTable: true },
     { key: "minInstallments", label: "Min Installments", type: "number", defaultValue: 1 },
     { key: "maxInstallments", label: "Max Installments", type: "number", defaultValue: 1, showInTable: true },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "payment_methods", tenantScoped: true }
+  data: { table: T.paymentMethods, tenantScoped: true }
 };
 var chartOfAccountsEntity = {
   name: "Ledger Account",
@@ -6024,7 +6036,7 @@ var chartOfAccountsEntity = {
     { key: "parentId", label: "Parent", type: "text", showInTable: false },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "chart_of_accounts", tenantScoped: true }
+  data: { table: T.chartOfAccounts, tenantScoped: true }
 };
 var costCenterEntity = {
   name: "Cost Center",
@@ -6037,7 +6049,7 @@ var costCenterEntity = {
     { key: "name", label: "Name", type: "text", required: true, showInTable: true },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "cost_centers", tenantScoped: true }
+  data: { table: T.costCenters, tenantScoped: true }
 };
 var bankAccountEntity = {
   name: "Bank Account",
@@ -6062,7 +6074,7 @@ var bankAccountEntity = {
     { key: "dueDay", label: "Due Day", type: "number" },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "bank_accounts", tenantScoped: true }
+  data: { table: T.bankAccounts, tenantScoped: true }
 };
 var cardBrandEntity = {
   name: "Card Brand",
@@ -6074,7 +6086,7 @@ var cardBrandEntity = {
     { key: "name", label: "Name", type: "text", required: true, showInTable: true },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "card_brands", tenantScoped: true }
+  data: { table: T.cardBrands, tenantScoped: true }
 };
 var commissionRuleEntity = {
   name: "Commission Rule",