@fayz-ai/plugin-financial 0.2.0 → 0.8.0

package/dist/migrations/index.d.ts

@@ -0,0 +1,16 @@
+export declare const MIGRATION_000_PLG_RENAME = "-- 000_plg_rename.sql \u2014 rename legacy financial tables to plg_financial_* for pools\n-- provisioned before the industry-pool rename. Guarded: fires only when the legacy\n-- name exists and the target does not, so fresh pools skip every branch.\nDO $$\nBEGIN\n  IF to_regclass('public.financial_movements') IS NOT NULL AND to_regclass('public.plg_financial_movements') IS NULL THEN\n    ALTER TABLE public.financial_movements RENAME TO plg_financial_movements;\n  END IF;\n  IF to_regclass('public.chart_of_accounts') IS NOT NULL AND to_regclass('public.plg_financial_chart_of_accounts') IS NULL THEN\n    ALTER TABLE public.chart_of_accounts RENAME TO plg_financial_chart_of_accounts;\n  END IF;\n  IF to_regclass('public.bank_accounts') IS NOT NULL AND to_regclass('public.plg_financial_bank_accounts') IS NULL THEN\n    ALTER TABLE public.bank_accounts RENAME TO plg_financial_bank_accounts;\n  END IF;\n  IF to_regclass('public.card_brands') IS NOT NULL AND to_regclass('public.plg_financial_card_brands') IS NULL THEN\n    ALTER TABLE public.card_brands RENAME TO plg_financial_card_brands;\n  END IF;\n  IF to_regclass('public.cost_centers') IS NOT NULL AND to_regclass('public.plg_financial_cost_centers') IS NULL THEN\n    ALTER TABLE public.cost_centers RENAME TO plg_financial_cost_centers;\n  END IF;\n  IF to_regclass('public.cash_register_sessions') IS NOT NULL AND to_regclass('public.plg_financial_cash_register_sessions') IS NULL THEN\n    ALTER TABLE public.cash_register_sessions RENAME TO plg_financial_cash_register_sessions;\n  END IF;\n  IF to_regclass('public.payment_methods') IS NOT NULL AND to_regclass('public.plg_financial_payment_methods') IS NULL THEN\n    ALTER TABLE public.payment_methods RENAME TO plg_financial_payment_methods;\n  END IF;\n  IF to_regclass('public.payment_method_types') IS NOT NULL AND to_regclass('public.plg_financial_payment_method_types') IS NULL THEN\n    ALTER TABLE public.payment_method_types RENAME TO plg_financial_payment_method_types;\n  END IF;\nEND $$;\n";
+export declare const MIGRATION_001_FINANCIAL_BASE = "-- Financial Plugin: Base Tables\n-- Pattern: uuid PK, tenant_id FK, timestamps, RLS via project_rls.sql auto-detection\n\nCREATE TABLE IF NOT EXISTS public.plg_financial_payment_method_types (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  name text NOT NULL,\n  transaction_type text NOT NULL,\n  is_active boolean NOT NULL DEFAULT true,\n  allowed_account_types jsonb DEFAULT '[]'::jsonb,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\nALTER TABLE public.plg_financial_payment_method_types ENABLE ROW LEVEL SECURITY;\nCREATE INDEX IF NOT EXISTS idx_plg_financial_payment_method_types_tenant ON public.plg_financial_payment_method_types(tenant_id);\n\nCREATE TABLE IF NOT EXISTS public.plg_financial_payment_methods (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  name text NOT NULL,\n  payment_method_type_id uuid REFERENCES public.plg_financial_payment_method_types(id),\n  is_active boolean NOT NULL DEFAULT true,\n  discount_mode text,\n  discount_value numeric(12,2) DEFAULT 0,\n  interest_mode text,\n  interest_value numeric(12,2) DEFAULT 0,\n  min_installments integer DEFAULT 1,\n  max_installments integer DEFAULT 1,\n  service_filter_mode text DEFAULT 'all',\n  service_filter_ids jsonb DEFAULT '[]'::jsonb,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\nALTER TABLE public.plg_financial_payment_methods ENABLE ROW LEVEL SECURITY;\nCREATE INDEX IF NOT EXISTS idx_plg_financial_payment_methods_tenant ON public.plg_financial_payment_methods(tenant_id);\n\nCREATE TABLE IF NOT EXISTS public.plg_financial_bank_accounts (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  name text NOT NULL,\n  account_type text NOT NULL DEFAULT 'bank_account',\n  bank_name text,\n  account_number text,\n  agency_number text,\n  current_balance numeric(14,2) NOT NULL DEFAULT 0,\n  initial_balance numeric(14,2) NOT NULL DEFAULT 0,\n  credit_limit numeric(14,2),\n  due_day integer,\n  closing_day integer,\n  is_active boolean NOT NULL DEFAULT true,\n  unit_id uuid,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\nALTER TABLE public.plg_financial_bank_accounts ENABLE ROW LEVEL SECURITY;\nCREATE INDEX IF NOT EXISTS idx_plg_financial_bank_accounts_tenant ON public.plg_financial_bank_accounts(tenant_id);\n\nCREATE TABLE IF NOT EXISTS public.plg_financial_cash_register_sessions (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  bank_account_id uuid NOT NULL REFERENCES public.plg_financial_bank_accounts(id),\n  status text NOT NULL DEFAULT 'open',\n  opened_at timestamptz NOT NULL DEFAULT now(),\n  opened_by_user_id uuid,\n  opened_by_name text,\n  opening_balance numeric(14,2) NOT NULL,\n  closed_at timestamptz,\n  closed_by_user_id uuid,\n  closed_by_name text,\n  closing_balance numeric(14,2),\n  expected_balance numeric(14,2),\n  difference numeric(14,2),\n  notes text,\n  unit_id uuid,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\nALTER TABLE public.plg_financial_cash_register_sessions ENABLE ROW LEVEL SECURITY;\nCREATE INDEX IF NOT EXISTS idx_plg_financial_cash_register_sessions_tenant ON public.plg_financial_cash_register_sessions(tenant_id);\n\n-- Financial movements (installments, payments) \u2014 plugin-specific, not archetype\n-- Invoices themselves use public.orders (kind='invoice_payable'/'invoice_receivable')\nCREATE TABLE IF NOT EXISTS public.plg_financial_movements (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  invoice_id uuid REFERENCES public.orders(id),\n  direction text NOT NULL,\n  movement_kind text NOT NULL,\n  amount numeric(14,2) NOT NULL,\n  paid_amount numeric(14,2) DEFAULT 0,\n  status text NOT NULL DEFAULT 'pending',\n  due_date date NOT NULL,\n  payment_date date,\n  installment_number integer,\n  payment_method_id uuid REFERENCES public.plg_financial_payment_methods(id),\n  bank_account_id uuid REFERENCES public.plg_financial_bank_accounts(id),\n  cash_session_id uuid REFERENCES public.plg_financial_cash_register_sessions(id),\n  card_brand text,\n  card_installments integer,\n  notes text,\n  metadata jsonb DEFAULT '{}'::jsonb,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\nALTER TABLE public.plg_financial_movements ENABLE ROW LEVEL SECURITY;\nCREATE INDEX IF NOT EXISTS idx_plg_financial_movements_tenant ON public.plg_financial_movements(tenant_id);\nCREATE INDEX IF NOT EXISTS idx_plg_financial_movements_invoice ON public.plg_financial_movements(invoice_id);\nCREATE INDEX IF NOT EXISTS idx_plg_financial_movements_due ON public.plg_financial_movements(tenant_id, due_date);\nCREATE INDEX IF NOT EXISTS idx_plg_financial_movements_bank ON public.plg_financial_movements(bank_account_id);\n";
+export declare const MIGRATION_002_CHART_OF_ACCOUNTS = "-- Financial Plugin: Chart of Accounts + Cost Centers\n\nCREATE TABLE IF NOT EXISTS public.plg_financial_chart_of_accounts (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  code text NOT NULL,\n  name text NOT NULL,\n  node_type text NOT NULL DEFAULT 'leaf',\n  parent_id uuid REFERENCES public.plg_financial_chart_of_accounts(id),\n  is_active boolean NOT NULL DEFAULT true,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\nALTER TABLE public.plg_financial_chart_of_accounts ENABLE ROW LEVEL SECURITY;\nCREATE INDEX IF NOT EXISTS idx_plg_financial_chart_of_accounts_tenant ON public.plg_financial_chart_of_accounts(tenant_id);\nCREATE INDEX IF NOT EXISTS idx_plg_financial_chart_of_accounts_parent ON public.plg_financial_chart_of_accounts(parent_id);\n\nCREATE TABLE IF NOT EXISTS public.plg_financial_cost_centers (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  code text NOT NULL,\n  name text NOT NULL,\n  is_active boolean NOT NULL DEFAULT true,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\nALTER TABLE public.plg_financial_cost_centers ENABLE ROW LEVEL SECURITY;\nCREATE INDEX IF NOT EXISTS idx_plg_financial_cost_centers_tenant ON public.plg_financial_cost_centers(tenant_id);\n";
+export declare const MIGRATION_003_CARD_BRANDS = "-- Financial Plugin: Card Brands\n\nCREATE TABLE IF NOT EXISTS public.plg_financial_card_brands (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  name text NOT NULL,\n  is_active boolean NOT NULL DEFAULT true,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\nALTER TABLE public.plg_financial_card_brands ENABLE ROW LEVEL SECURITY;\nCREATE INDEX IF NOT EXISTS idx_plg_financial_card_brands_tenant ON public.plg_financial_card_brands(tenant_id);\n";
+export declare const MIGRATION_004_ORDER_TO_CASH = "-- Financial plugin \u2014 order-to-cash companion SQL.\n-- The atomic \"promote an order into an invoice + installment ledger\" function\n-- that CRM (approveQuote) and the agenda financial bridge both RPC. It belongs\n-- to the financial plugin (it writes plg_financial_movements + reads orders), and it\n-- ships WITH the plugin so enabling Payments provisions it. Idempotent.\n-- Depends on: public.orders, public.plg_financial_movements (001_financial_base).\n\n-- 1. Sequence generator (REC-00001 / PAG-00001 numbering)\nCREATE TABLE IF NOT EXISTS public.sequences (\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id),\n  kind text NOT NULL,\n  current_value bigint NOT NULL DEFAULT 0,\n  PRIMARY KEY (tenant_id, kind)\n);\nCREATE OR REPLACE FUNCTION public.next_sequence(p_tenant_id uuid, p_kind text)\nRETURNS bigint LANGUAGE plpgsql AS $$\nDECLARE v_next bigint;\nBEGIN\n  INSERT INTO public.sequences (tenant_id, kind, current_value)\n  VALUES (p_tenant_id, p_kind, 1)\n  ON CONFLICT (tenant_id, kind)\n  DO UPDATE SET current_value = public.sequences.current_value + 1\n  RETURNING current_value INTO v_next;\n  RETURN v_next;\nEND;\n$$;\n\n-- 2. Order-to-cash columns on the spine orders (plugin extends public.orders)\nALTER TABLE public.orders\n  ADD COLUMN IF NOT EXISTS stage text,\n  ADD COLUMN IF NOT EXISTS direction text;\n\n-- 3. RLS + grants for plg_financial_movements (table from 001_financial_base.sql)\nALTER TABLE public.plg_financial_movements ENABLE ROW LEVEL SECURITY;\nGRANT SELECT, INSERT, UPDATE, DELETE ON public.plg_financial_movements TO authenticated;\nDO $$\nBEGIN\n  IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename='plg_financial_movements' AND policyname='plg_financial_movements_select') THEN\n    CREATE POLICY plg_financial_movements_select ON public.plg_financial_movements FOR SELECT TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));\n    CREATE POLICY plg_financial_movements_insert ON public.plg_financial_movements FOR INSERT TO authenticated WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));\n    CREATE POLICY plg_financial_movements_update ON public.plg_financial_movements FOR UPDATE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));\n    CREATE POLICY plg_financial_movements_delete ON public.plg_financial_movements FOR DELETE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));\n  END IF;\nEND $$;\n\n-- 4. The function (v2 \u2014 backward compatible with the 3-arg CRM call via defaults)\nDROP FUNCTION IF EXISTS public.fn_invoice_from_order(uuid, date, text);\nCREATE OR REPLACE FUNCTION public.fn_invoice_from_order(\n  p_order_id uuid,\n  p_due_date date DEFAULT NULL,\n  p_status text DEFAULT NULL,\n  p_installments int DEFAULT 1,\n  p_direction text DEFAULT 'credit'\n) RETURNS uuid\nLANGUAGE plpgsql\nSECURITY DEFINER\nSET search_path = public\nAS $$\nDECLARE\n  v_order   public.orders%ROWTYPE;\n  v_ref     text;\n  v_seq     bigint;\n  v_summary text;\n  v_contact text;\n  v_existing uuid;\n  v_kind    text;\n  v_prefix  text;\n  v_n       int := GREATEST(COALESCE(p_installments, 1), 1);\n  v_total   numeric;\n  v_base    numeric;\n  v_amt     numeric;\n  v_alloc   numeric := 0;\n  v_due     date;\n  i         int;\nBEGIN\n  SELECT * INTO v_order FROM public.orders WHERE id = p_order_id;\n  IF NOT FOUND THEN RAISE EXCEPTION 'fn_invoice_from_order: order % not found', p_order_id; END IF;\n  IF v_order.tenant_id NOT IN (SELECT public.user_tenant_ids()) THEN\n    RAISE EXCEPTION 'fn_invoice_from_order: forbidden';\n  END IF;\n\n  SELECT id INTO v_existing FROM public.plg_financial_movements\n    WHERE invoice_id = p_order_id AND movement_kind = 'bill' LIMIT 1;\n  IF v_existing IS NOT NULL THEN RETURN p_order_id; END IF;\n\n  IF p_direction = 'debit' THEN v_kind := 'invoice_payable'; v_prefix := 'PAG';\n  ELSE v_kind := 'invoice_receivable'; v_prefix := 'REC'; END IF;\n\n  SELECT public.next_sequence(v_order.tenant_id, v_kind) INTO v_seq;\n  v_ref := v_prefix || '-' || lpad(v_seq::text, 5, '0');\n\n  SELECT string_agg(name, ', ' ORDER BY sort_order) INTO v_summary\n    FROM public.order_items WHERE order_id = p_order_id;\n  SELECT name INTO v_contact FROM public.people WHERE id = v_order.party_id;\n\n  UPDATE public.orders SET\n    status = COALESCE(p_status, status),\n    stage = 'invoiced',\n    direction = p_direction,\n    reference_number = v_ref,\n    metadata = COALESCE(metadata, '{}'::jsonb) || jsonb_build_object(\n      'itemsSummary', COALESCE(v_summary, ''),\n      'contactName', v_contact,\n      'installmentCount', v_n,\n      'quoteNumber', v_order.reference_number,\n      'direction', p_direction\n    ),\n    updated_at = now()\n  WHERE id = p_order_id;\n\n  v_total := COALESCE(v_order.total, 0);\n  v_base  := round(v_total / v_n, 2);\n  v_due   := COALESCE(p_due_date, current_date);\n  FOR i IN 1..v_n LOOP\n    IF i = v_n THEN v_amt := round(v_total - v_alloc, 2);\n    ELSE v_amt := v_base; v_alloc := v_alloc + v_base; END IF;\n    INSERT INTO public.plg_financial_movements\n      (tenant_id, invoice_id, direction, movement_kind, amount, paid_amount, status, due_date, installment_number)\n    VALUES\n      (v_order.tenant_id, p_order_id, p_direction, 'bill', v_amt, 0, 'pending',\n       (v_due + ((i - 1) || ' months')::interval)::date, i);\n  END LOOP;\n\n  RETURN p_order_id;\nEND;\n$$;\nGRANT EXECUTE ON FUNCTION public.fn_invoice_from_order(uuid, date, text, int, text) TO authenticated;\n\n-- 5. Derived balances view (Payments page + agenda payment badge read this)\nCREATE OR REPLACE VIEW public.v_invoice_balances AS\nWITH bill AS (\n  SELECT\n    invoice_id,\n    SUM(amount)      FILTER (WHERE status <> 'cancelled') AS billed,\n    SUM(paid_amount) FILTER (WHERE status <> 'cancelled') AS paid,\n    bool_or(status NOT IN ('paid','cancelled') AND due_date < current_date) AS has_overdue\n  FROM public.plg_financial_movements\n  WHERE movement_kind = 'bill'\n  GROUP BY invoice_id\n)\nSELECT\n  o.id AS invoice_id, o.tenant_id, o.kind, o.reference_number, o.party_id, o.direction,\n  CASE WHEN o.direction = 'debit' OR o.kind = 'invoice_payable' THEN 'payable' ELSE 'receivable' END AS flow,\n  COALESCE(b.billed, o.total, 0) AS amount,\n  COALESCE(b.paid, 0) AS paid,\n  CASE WHEN o.status = 'cancelled' OR o.stage = 'cancelled' THEN 0\n       ELSE COALESCE(b.billed, o.total, 0) - COALESCE(b.paid, 0) END AS balance,\n  CASE\n    WHEN o.status = 'cancelled' OR o.stage = 'cancelled'       THEN 'cancelled'\n    WHEN COALESCE(b.billed, o.total, 0) = 0                    THEN 'open'\n    WHEN COALESCE(b.paid, 0) >= COALESCE(b.billed, o.total, 0) THEN 'paid'\n    WHEN COALESCE(b.paid, 0) > 0                               THEN 'partial'\n    WHEN COALESCE(b.has_overdue, false)                        THEN 'overdue'\n    ELSE 'open'\n  END AS status,\n  o.created_at, o.updated_at\nFROM public.orders o\nLEFT JOIN bill b ON b.invoice_id = o.id\nWHERE o.kind IN ('invoice_receivable','invoice_payable') OR b.invoice_id IS NOT NULL;\nALTER VIEW public.v_invoice_balances SET (security_invoker = true);\nGRANT SELECT ON public.v_invoice_balances TO authenticated;\n\n-- Refresh PostgREST's schema cache so the new RPC/views are visible immediately.\nNOTIFY pgrst, 'reload schema';\n";
+export declare const MIGRATION_005_SEED_DEFAULTS = "-- Financial plugin \u2014 seed: payment method types + card brands.\n-- These are the read-only \"system\" registries the plugin's UI assumes exist\n-- (PaymentModal, card selection). They live as registry seedData in TS but were\n-- never written to the DB, so a fresh tenant had none. This backfills them for\n-- every tenant that has none. Idempotent. Plugin-owned so every app gets them.\n\nDO $$\nDECLARE t_id uuid;\nBEGIN\n  FOR t_id IN (\n    SELECT id FROM public.tenants\n    WHERE id NOT IN (SELECT DISTINCT tenant_id FROM public.plg_financial_payment_method_types)\n  )\n  LOOP\n    INSERT INTO public.plg_financial_payment_method_types (tenant_id, name, transaction_type) VALUES\n      (t_id, 'Cash', 'cash'),\n      (t_id, 'PIX', 'pix'),\n      (t_id, 'Credit Card', 'credit_card'),\n      (t_id, 'Debit Card', 'debit_card'),\n      (t_id, 'Bank Transfer', 'bank_transfer'),\n      (t_id, 'Check', 'check');\n  END LOOP;\nEND $$;\n\nDO $$\nDECLARE t_id uuid;\nBEGIN\n  FOR t_id IN (\n    SELECT id FROM public.tenants\n    WHERE id NOT IN (SELECT DISTINCT tenant_id FROM public.plg_financial_card_brands)\n  )\n  LOOP\n    INSERT INTO public.plg_financial_card_brands (tenant_id, name) VALUES\n      (t_id, 'Visa'), (t_id, 'Mastercard'), (t_id, 'American Express'),\n      (t_id, 'Elo'), (t_id, 'Hipercard'), (t_id, 'Diners Club'),\n      (t_id, 'Discover'), (t_id, 'JCB'), (t_id, 'Aura'), (t_id, 'Hiper');\n  END LOOP;\nEND $$;\n";
+export declare const MIGRATION_006_RLS_POLICIES = "-- Financial Plugin: RLS policies + grants for ALL base tables.\n--\n-- The base migrations (001/002/003) ENABLE row-level security but relied on an\n-- external `project_rls.sql` auto-detection step to create the actual policies.\n-- That step does not run in the Drizzle/companion pipeline, so every table\n-- except plg_financial_movements was RLS-enabled with NO policy \u2192 all inserts denied\n-- (\"new row violates row-level security policy\"). This creates the canonical\n-- per-tenant policies idempotently. Re-running is a no-op (IF NOT EXISTS guards;\n-- plg_financial_movements policies from 004 are skipped).\n--\n-- Canonical RLS form: tenant_id IN (SELECT public.user_tenant_ids()).\n\nDO $$\nDECLARE t text;\nBEGIN\n  FOR t IN SELECT unnest(ARRAY[\n    'plg_financial_payment_method_types','plg_financial_payment_methods','plg_financial_bank_accounts',\n    'plg_financial_cash_register_sessions','plg_financial_movements',\n    'plg_financial_chart_of_accounts','plg_financial_cost_centers','plg_financial_card_brands'\n  ])\n  LOOP\n    EXECUTE format('ALTER TABLE public.%I ENABLE ROW LEVEL SECURITY', t);\n    EXECUTE format('GRANT SELECT, INSERT, UPDATE, DELETE ON public.%I TO authenticated', t);\n    IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename=t AND policyname=t||'_select') THEN\n      EXECUTE format('CREATE POLICY %I ON public.%I FOR SELECT TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()))', t||'_select', t);\n    END IF;\n    IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename=t AND policyname=t||'_insert') THEN\n      EXECUTE format('CREATE POLICY %I ON public.%I FOR INSERT TO authenticated WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()))', t||'_insert', t);\n    END IF;\n    IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename=t AND policyname=t||'_update') THEN\n      EXECUTE format('CREATE POLICY %I ON public.%I FOR UPDATE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()))', t||'_update', t);\n    END IF;\n    IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename=t AND policyname=t||'_delete') THEN\n      EXECUTE format('CREATE POLICY %I ON public.%I FOR DELETE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()))', t||'_delete', t);\n    END IF;\n  END LOOP;\nEND $$;\n";
+export declare const MIGRATION_006B_EXTRACT_FEE_AMOUNT = "-- ---------------------------------------------------------------------------\n-- Financial extract (extrato): net card settlement + transfers\n-- ---------------------------------------------------------------------------\n-- Adds the processing/MDR fee column used by the bank/cash account statement so\n-- the running balance reflects the NET cash that actually lands in the account.\n--   gross    = paid_amount (settles the receivable/payable)\n--   net cash = paid_amount - fee_amount  (credits only; v1 has no fee on debits)\nALTER TABLE public.plg_financial_movements\n  ADD COLUMN IF NOT EXISTS fee_amount numeric(14,2) NOT NULL DEFAULT 0;\n\nCOMMENT ON COLUMN public.plg_financial_movements.fee_amount IS\n  'Processing/MDR fee deducted at settlement. Net cash impact = paid_amount - fee_amount (credit). v1: same-day net, no D+N settlement-date modeling.';\n\nCREATE INDEX IF NOT EXISTS idx_plg_financial_movements_statement\n  ON public.plg_financial_movements (bank_account_id, payment_date)\n  WHERE status IN ('paid', 'partial');\n\n-- Transfers between accounts = a debit row (source) + credit row (destination),\n-- both status='paid', movement_kind='transfer', correlated via metadata jsonb:\n--   metadata->>'transferId' | 'transferRole' ('out'|'in') | 'counterAccountId'\n";
+export declare const MIGRATION_007_RECONCILIATION = "-- ---------------------------------------------------------------------------\n-- Reconciliation (concilia\u00E7\u00E3o): bank-statement lines \u2194 internal movements\n-- ---------------------------------------------------------------------------\n-- An integration (e.g. open banking) imports bank-statement lines as\n-- plg_financial_movements tagged with (external_source, external_id). The matching\n-- UI then links each imported line to the internal movement it settles, or\n-- accepts it standalone. These columns make a movement carry its bank-line\n-- identity and its reconciliation state.\n--   external_source / external_id : the bank line's provider + unique id\n--   reconciled_at                 : when the line was matched/accepted (NULL = pending)\n--   matched_movement_id           : the internal movement this line reconciles (NULL = standalone)\nALTER TABLE public.plg_financial_movements\n  ADD COLUMN IF NOT EXISTS external_id text,\n  ADD COLUMN IF NOT EXISTS external_source text,\n  ADD COLUMN IF NOT EXISTS reconciled_at timestamptz,\n  ADD COLUMN IF NOT EXISTS matched_movement_id uuid\n    REFERENCES public.plg_financial_movements(id) ON DELETE SET NULL;\n\nCOMMENT ON COLUMN public.plg_financial_movements.external_source IS\n  'Provider of an imported bank-statement line (e.g. plugbank, inter). NULL for app-native movements.';\nCOMMENT ON COLUMN public.plg_financial_movements.external_id IS\n  'Provider-unique id of the imported bank line. Forms the import idempotency key with external_source.';\n\n-- Idempotency: a given bank line imports at most once per tenant.\nCREATE UNIQUE INDEX IF NOT EXISTS uq_plg_financial_movements_external\n  ON public.plg_financial_movements (tenant_id, external_source, external_id)\n  WHERE external_id IS NOT NULL AND external_source IS NOT NULL;\n\n-- Fast lookup of imported-but-unreconciled lines for the matching screen.\nCREATE INDEX IF NOT EXISTS idx_plg_financial_movements_unreconciled\n  ON public.plg_financial_movements (tenant_id, payment_date)\n  WHERE external_source IS NOT NULL AND reconciled_at IS NULL;\n";
+export declare const MIGRATION_007B_MOVEMENT_PAYMENT_METHOD_TYPE = "-- payment_method_type_id existed on pre-pool installs (added out-of-band on\n-- the salon/beauty DB) but was never captured in the file series; 008 requires\n-- it on plg_financial_movements. No-op where the column already exists.\n\nALTER TABLE public.plg_financial_movements\n  ADD COLUMN IF NOT EXISTS payment_method_type_id uuid REFERENCES public.plg_financial_payment_method_types(id);\n";
+export declare const MIGRATION_008_SPLIT_PAYMENT_MOVEMENTS = "-- Split bill (obligation) vs payment (cash event).\n-- Each payment is now its own movement_kind='payment' row (one per cash event), so\n-- two payments on one installment show as two extract rows instead of one summed row.\n-- Bills stay pure obligations; v_invoice_balances already filters movement_kind='bill',\n-- so the new payment rows don't affect invoice balances. Backfill is idempotent.\n-- Requires fee_amount (006b_extract_fee_amount.sql).\n\nINSERT INTO public.plg_financial_movements\n  (tenant_id, invoice_id, direction, movement_kind, amount, paid_amount, fee_amount, status,\n   due_date, payment_date, installment_number, payment_method_id, payment_method_type_id,\n   bank_account_id, cash_session_id, card_brand, card_installments, notes, metadata)\nSELECT\n  b.tenant_id, b.invoice_id, b.direction, 'payment', b.paid_amount, b.paid_amount,\n  COALESCE(b.fee_amount, 0), 'paid',\n  b.due_date, COALESCE(b.payment_date, b.updated_at::date, CURRENT_DATE), b.installment_number,\n  b.payment_method_id, b.payment_method_type_id, b.bank_account_id, b.cash_session_id,\n  b.card_brand, b.card_installments, b.notes,\n  jsonb_build_object('backfilledFromBill', b.id)\nFROM public.plg_financial_movements b\nWHERE b.movement_kind = 'bill' AND b.paid_amount > 0\n  AND NOT EXISTS (\n    SELECT 1 FROM public.plg_financial_movements p\n    WHERE p.movement_kind = 'payment' AND p.metadata->>'backfilledFromBill' = b.id::text\n  );\n\nUPDATE public.plg_financial_movements\nSET payment_date = NULL, bank_account_id = NULL, payment_method_id = NULL,\n    payment_method_type_id = NULL, cash_session_id = NULL, card_brand = NULL, card_installments = NULL\nWHERE movement_kind = 'bill';\n";
+export declare const MIGRATIONS: Array<{
+    id: string;
+    sql: string;
+}>;
+//# sourceMappingURL=index.d.ts.map

package/dist/migrations/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/migrations/index.ts"],"names":[],"mappings":"AAIA,eAAO,MAAM,wBAAwB,8+DA8BpC,CAAA;AAED,eAAO,MAAM,4BAA4B,woKA6GxC,CAAA;AAED,eAAO,MAAM,+BAA+B,67CA4B3C,CAAA;AAED,eAAO,MAAM,yBAAyB,0kBAYrC,CAAA;AAED,eAAO,MAAM,2BAA2B,yqOAoKvC,CAAA;AAED,eAAO,MAAM,2BAA2B,y6CAsCvC,CAAA;AAED,eAAO,MAAM,0BAA0B,k3EAqCtC,CAAA;AAED,eAAO,MAAM,iCAAiC,kxCAoB7C,CAAA;AAED,eAAO,MAAM,4BAA4B,sjEAgCxC,CAAA;AAED,eAAO,MAAM,2CAA2C,8YAMvD,CAAA;AAED,eAAO,MAAM,qCAAqC,qqDA6BjD,CAAA;AAED,eAAO,MAAM,UAAU,EAAE,KAAK,CAAC;IAAE,EAAE,EAAE,MAAM,CAAC;IAAC,GAAG,EAAE,MAAM,CAAA;CAAE,CAYzD,CAAA"}

package/dist/registries.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"registries.d.ts","sourceRoot":"","sources":["../src/registries.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,eAAe,CAAA;AAuMtD,eAAO,MAAM,mBAAmB,EAAE,iBAAiB,EA2GlD,CAAA"}
+{"version":3,"file":"registries.d.ts","sourceRoot":"","sources":["../src/registries.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,eAAe,CAAA;AAwMtD,eAAO,MAAM,mBAAmB,EAAE,iBAAiB,EA2GlD,CAAA"}

package/package.json

@@ -1,6 +1,9 @@
 {
   "name": "@fayz-ai/plugin-financial",
-  "version": "0.2.0",
+  "fayz": {
+    "status": "beta"
+  },
+  "version": "0.8.0",
   "description": "Fayz SDK — plugin-financial plugin",
   "type": "module",
   "main": "./dist/index.cjs",
@@ -26,9 +29,9 @@
     "lucide-react": "^0.400.0",
     "zustand": "^4.5.0",
     "@tanstack/react-table": "^8.20.0",
-    "@fayz-ai/ui": "^0.6.6",
-    "@fayz-ai/saas": "^0.6.6",
-    "@fayz-ai/core": "^0.6.6"
+    "@fayz-ai/ui": "^0.8.0",
+    "@fayz-ai/saas": "^0.8.0",
+    "@fayz-ai/core": "^0.8.0"
   },
   "devDependencies": {
     "@types/react": "^18.3.0",
@@ -45,6 +48,9 @@
     "fayz-plugin",
     "fayz-sdk"
   ],
+  "publishConfig": {
+    "access": "public"
+  },
   "scripts": {
     "build": "tsup && tsc --emitDeclarationOnly --declaration --declarationMap --noEmit false",
     "dev": "tsup --watch",

package/src/README.md

@@ -7,7 +7,7 @@ Accounts payable/receivable, cash registers, bank statements, and financial repo
 ```typescript
 import { createFinancialPlugin } from '@fayz-ai/saas-core/plugins/financial'
 
-// In your createSaasApp config:
+// In your defineSaas config:
 plugins: [
   createFinancialPlugin({
     currency: { code: 'BRL', locale: 'pt-BR', symbol: 'R$' },
@@ -100,11 +100,11 @@ Accessible via gear icon in Financial module or in global Settings > Financial t
 
 Run in order:
 
-1. `001_financial_base.sql` — Core tables: payment_method_types, payment_methods, bank_accounts, cash_register_sessions, invoices, invoice_items, financial_movements
-2. `002_chart_of_accounts.sql` — chart_of_accounts (self-referencing tree), cost_centers
-3. `003_card_brands.sql` — card_brands
+1. `001_financial_base.sql` — Core tables: plg_financial_payment_method_types, plg_financial_payment_methods, plg_financial_bank_accounts, plg_financial_cash_register_sessions, invoices, invoice_items, plg_financial_movements
+2. `002_chart_of_accounts.sql` — plg_financial_chart_of_accounts (self-referencing tree), plg_financial_cost_centers
+3. `003_card_brands.sql` — plg_financial_card_brands
 
-All tables use `tenant_id` referencing `saas_core.tenants(id)` for multi-tenant isolation.
+All tables use `tenant_id` referencing `public.tenants(id)` for multi-tenant isolation.
 
 ## Views
 

package/src/contract.test.ts

@@ -2,7 +2,7 @@
 // Exercises the gate's rules with inline manifests (no UI import) so the tool
 // itself is proven: a conformant manifest passes; each malformed shape throws.
 // Real plugins call assertPluginManifestContract(theirManifest) in an env where
-// their UI bundle loads (app-level / jsdom). See PLUGIN_PATTERNS.md → integrity.
+// their UI bundle loads (app-level / jsdom). See docs/PLUGIN-PATTERNS.md → integrity.
 import { describe, it, expect } from 'vitest'
 import { assertPluginManifestContract, PluginContractError } from '@fayz-ai/core/testing'
 import type { PluginManifest } from '@fayz-ai/core'

package/src/data/supabase.ts

@@ -11,6 +11,7 @@ import type {
 } from '../types'
 import { getSupabaseClientOptional, getActiveTenantId } from '@fayz-ai/core'
 import { getFinancialTenantId } from '../lib/tenant'
+import { T } from './tables'
 
 function getTenantId(): string | undefined {
   // Local override wins; else use the app's active tenant so writes pass RLS.
@@ -37,7 +38,9 @@ function camelToSnake(obj: Record<string, unknown>): Record<string, unknown> {
 function getClients() {
   const supabase = getSupabaseClientOptional() as any
   if (!supabase) throw new Error('Supabase not initialized')
-  return { core: supabase.schema('saas_core'), pub: supabase }
+  // Core tables now live in PUBLIC (legacy dedicated core schema is gone). Both
+  // handles are the single public client; `core` retained for call-site readability.
+  return { core: supabase, pub: supabase }
 }
 
 /** Map order stage to InvoiceStatus for the financial UI */
@@ -64,7 +67,7 @@ async function sweepOverdue() {
     const today = new Date().toISOString().slice(0, 10)
 
     // Mark overdue movements
-    const { data: overdueMovs } = await pub.from('financial_movements')
+    const { data: overdueMovs } = await pub.from(T.movements)
       .update({ status: 'overdue' })
       .in('status', ['pending', 'partial'])
       .lt('due_date', today)
@@ -74,7 +77,7 @@ async function sweepOverdue() {
     if (overdueMovs && overdueMovs.length > 0) {
       const invoiceIds = [...new Set(overdueMovs.map((m: any) => m.invoice_id).filter(Boolean))]
       for (const invId of invoiceIds) {
-        const { data: allMovs } = await pub.from('financial_movements')
+        const { data: allMovs } = await pub.from(T.movements)
           .select('status')
           .eq('invoice_id', invId)
           .eq('movement_kind', 'bill')
@@ -95,7 +98,7 @@ async function sweepOverdue() {
 // S2 (data-model refactor): paid amount, balance and status are DERIVED from the
 // append-only ledger via v_invoice_balances — the single source of truth — not
 // from stored order.stage / metadata.paidAmount (which drift). See
-// docs/data-model-refactor.md.
+// docs/DATA-MODEL.md.
 async function fetchInvoiceBalances(
   pub: any,
   ids: string[],
@@ -137,7 +140,7 @@ async function findOrderIdsByItemMetadata(
 /** Card/MDR fee percent for a configured payment method (0 when none / not a fee method). */
 async function getMethodFeePct(pub: any, paymentMethodId?: string): Promise<number> {
   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
 }
 
@@ -220,7 +223,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
       const meta = data.metadata ?? {}
       // Paid amount + status are DERIVED from the ledger view (single source of truth).
       const balance = (await fetchInvoiceBalances(pub, [id])).get(id)
-      const { data: movs } = await pub.from('financial_movements')
+      const { data: movs } = await pub.from(T.movements)
         .select('paid_amount')
         .eq('invoice_id', id)
         .eq('movement_kind', 'bill')
@@ -303,7 +306,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
       // Create installment movements
       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,
             direction: input.direction, movement_kind: inst.movementKind,
@@ -335,13 +338,13 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
     async cancelInvoice(id: string): Promise<void> {
       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: MovementQuery): Promise<PaginatedResult<FinancialMovement>> {
       const { core, 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]
@@ -359,7 +362,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
     async payMovement(input: PayMovementInput): Promise<FinancialMovement> {
       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()
 
@@ -389,11 +392,11 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
         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()
       // Graceful fallback if the fee_amount migration hasn't been applied yet.
       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
 
@@ -404,13 +407,13 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
       const billStatus = newPaid >= mov.amount ? 'paid' : 'partial'
       // Clear the bill's cash fields so it stops being a cash event (the payment row is now
       // the cash event) — prevents double-counting legacy in-place-paid bills.
-      await pub.from('financial_movements')
+      await pub.from(T.movements)
         .update({ paid_amount: newPaid, status: billStatus, payment_date: null, bank_account_id: null })
         .eq('id', mov.id)
 
       // 3. Update invoice (order) status based on its bills
       if (mov.invoice_id) {
-        const { data: allMovs } = await pub.from('financial_movements')
+        const { data: allMovs } = await pub.from(T.movements)
           .select('status, amount, paid_amount')
           .eq('invoice_id', mov.invoice_id)
           .eq('movement_kind', 'bill')
@@ -423,7 +426,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
         const { data: order } = await core.from('orders').select('metadata').eq('id', mov.invoice_id).single()
         const meta = (order?.metadata as any) ?? {}
         const invoiceStage = allPaid ? 'paid' : anyPaid ? 'partial' : 'invoiced'
-        // Only update financial order status. Agenda status lives on saas_core.bookings.
+        // Only update financial order status. Agenda status lives on public.appointments.
         await core.from('orders').update({
           status: invoiceStage,
           metadata: { ...meta, paidAmount: totalPaid },
@@ -435,7 +438,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
     async cancelMovement(id: string): Promise<void> {
       const { core, 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) ---
@@ -472,11 +475,11 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
           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')
       // Graceful fallback if the fee_amount migration hasn't been applied yet.
       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 ?? []) as Array<{ id: string; direction: string }>
@@ -488,14 +491,14 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
     // --- Bank Accounts ---
     async getBankAccounts(): Promise<BankAccount[]> {
       const { core, 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: any) => snakeToCamel(r) as unknown as BankAccount)
     },
 
     async createBankAccount(input: CreateBankAccountInput): Promise<BankAccount> {
       const { core, pub } = getClients()
       const tenantId = getTenantId()
-      const { data } = await pub.from('bank_accounts').insert({
+      const { data } = await pub.from(T.bankAccounts).insert({
         ...camelToSnake(input as any), tenant_id: tenantId, current_balance: input.initialBalance ?? 0,
       }).select().single()
       return snakeToCamel(data!) as unknown as BankAccount
@@ -505,14 +508,14 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
       const { core, pub } = getClients()
       const row = camelToSnake(partial as any)
       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!) as unknown as BankAccount
     },
 
     // --- Cash Sessions ---
     async getCashSessions(bankAccountId?: string): Promise<CashSession[]> {
       const { core, 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: any) => snakeToCamel(r) as unknown as CashSession)
@@ -520,14 +523,14 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
     async getOpenSession(bankAccountId: string): Promise<CashSession | null> {
       const { core, 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) as unknown as CashSession : null
     },
 
     async openCashSession(input: OpenCashSessionInput): Promise<CashSession> {
       const { core, 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', opening_balance: input.openingBalance,
         opened_by_user_id: input.openedByUserId, opened_by_name: input.openedByName,
@@ -538,7 +541,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
     async closeCashSession(input: CloseCashSessionInput): Promise<CashSession> {
       const { core, 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: new Date().toISOString(),
         closed_by_user_id: input.closedByUserId, closed_by_name: input.closedByName,
@@ -549,8 +552,8 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
     async getCashSessionSummary(sessionId: string): Promise<CashSessionSummary> {
       const { core, 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!) as unknown as CashSession,
@@ -563,26 +566,26 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
     // --- Payment Methods ---
     async getPaymentMethods(): Promise<PaymentMethod[]> {
       const { core, 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: any) => snakeToCamel(r) as unknown as PaymentMethod)
     },
 
     async getPaymentMethodTypes(): Promise<PaymentMethodType[]> {
       const { core, 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: any) => snakeToCamel(r) as unknown as PaymentMethodType)
     },
 
     // --- Chart of Accounts ---
     async getChartOfAccounts(): Promise<ChartOfAccountsNode[]> {
       const { core, 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: any) => snakeToCamel(r) as unknown as ChartOfAccountsNode)
     },
 
     async getCostCenters(): Promise<CostCenter[]> {
       const { core, 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: any) => snakeToCamel(r) as unknown as CostCenter)
     },
 
@@ -604,7 +607,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
       // 1. Resolve in-scope accounts. No bankAccountId => consolidated: ALL realized cash
       // (including movements with no bank_account_id, e.g. cash/card payments not tied to an account).
-      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 ?? []) as any[]
       const consolidated = !query.bankAccountId
       const scopeAccounts = consolidated
@@ -626,7 +629,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
       // 2. Opening balance = Σ initial_balance + prior net (payment_date < from).
       // Select '*' so this still works before the fee_amount migration lands (fee → 0).
-      const { data: priorRows } = await scopeFilter(pub.from('financial_movements')
+      const { data: priorRows } = await scopeFilter(pub.from(T.movements)
         .select('*')
         .neq('status', 'cancelled')
         .lt('payment_date', query.dateRange.from))
@@ -634,7 +637,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
       const openingBalance = round2(initialSum + priorNet)
 
       // 3. In-range realized rows.
-      const { data: movs } = await scopeFilter(pub.from('financial_movements')
+      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)
@@ -687,7 +690,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
       // extract row can link to the internal transaction it was conciliated with.
       const matchedIds = [...new Set(entries.map((e) => e.movement.matchedMovementId).filter(Boolean))] as string[]
       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<string, any>((matched ?? []).map((m: any) => [m.id, m]))
         const matchedInvoiceIds = [...new Set((matched ?? []).map((m: any) => m.invoice_id).filter(Boolean))] as string[]
         const invById = new Map<string, any>()
@@ -711,7 +714,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
       }
 
       // 6. Account current balance (ledger as-of-today).
-      const { data: todayRows } = await scopeFilter(pub.from('financial_movements')
+      const { data: todayRows } = await scopeFilter(pub.from(T.movements)
         .select('*')
         .neq('status', 'cancelled')
         .lte('payment_date', today))
@@ -735,10 +738,10 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
       // Sweep overdue on first load (background, non-blocking)
       sweepOverdue()
       const { core, 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: number, a: any) => 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: any) => ['pending', 'partial', 'overdue'].includes(m.status))
       const today = new Date().toISOString().slice(0, 10)
@@ -778,7 +781,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
       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',
@@ -803,7 +806,7 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
     async getUnreconciled(query) {
       const { pub } = getClients()
-      let qb = pub.from('financial_movements').select('*')
+      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)
@@ -814,13 +817,13 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
 
     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
       // Candidates: app-native (non-imported), same direction, not reconciled, amount within ±2%.
       const tol = Math.max(0.01, round2(amount * 0.02))
-      const { data } = await pub.from('financial_movements').select('*')
+      const { data } = await pub.from(T.movements).select('*')
         .is('external_source', null)
         .is('reconciled_at', null)
         .eq('direction', line.direction)
@@ -857,22 +860,22 @@ export function createSupabaseFinancialProvider(): FinancialDataProvider {
     async reconcileMovement(input) {
       const { pub } = getClients()
       const now = new Date().toISOString()
-      await pub.from('financial_movements').update({
+      await pub.from(T.movements).update({
         reconciled_at: now,
         matched_movement_id: input.matchedMovementId ?? null,
       }).eq('id', input.bankMovementId)
       if (input.matchedMovementId) {
         // The internal movement is now settled+reconciled by the bank line.
-        await pub.from('financial_movements').update({ reconciled_at: now }).eq('id', input.matchedMovementId)
+        await pub.from(T.movements).update({ reconciled_at: now }).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)
       }
     },
   }

package/src/data/tables.ts

@@ -0,0 +1,12 @@
+// Central physical-table-name registry for plugin-financial. Providers import T so
+// the plg_financial_* strings live in one place.
+export const 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',
+} as const

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 $$
+BEGIN
+  IF to_regclass('public.financial_movements') IS NOT NULL AND to_regclass('public.plg_financial_movements') IS NULL THEN
+    ALTER TABLE public.financial_movements RENAME TO plg_financial_movements;
+  END IF;
+  IF to_regclass('public.chart_of_accounts') IS NOT NULL AND to_regclass('public.plg_financial_chart_of_accounts') IS NULL THEN
+    ALTER TABLE public.chart_of_accounts RENAME TO plg_financial_chart_of_accounts;
+  END IF;
+  IF to_regclass('public.bank_accounts') IS NOT NULL AND to_regclass('public.plg_financial_bank_accounts') IS NULL THEN
+    ALTER TABLE public.bank_accounts RENAME TO plg_financial_bank_accounts;
+  END IF;
+  IF to_regclass('public.card_brands') IS NOT NULL AND to_regclass('public.plg_financial_card_brands') IS NULL THEN
+    ALTER TABLE public.card_brands RENAME TO plg_financial_card_brands;
+  END IF;
+  IF to_regclass('public.cost_centers') IS NOT NULL AND to_regclass('public.plg_financial_cost_centers') IS NULL THEN
+    ALTER TABLE public.cost_centers RENAME TO plg_financial_cost_centers;
+  END IF;
+  IF to_regclass('public.cash_register_sessions') IS NOT NULL AND to_regclass('public.plg_financial_cash_register_sessions') IS NULL THEN
+    ALTER TABLE public.cash_register_sessions RENAME TO plg_financial_cash_register_sessions;
+  END IF;
+  IF to_regclass('public.payment_methods') IS NOT NULL AND to_regclass('public.plg_financial_payment_methods') IS NULL THEN
+    ALTER TABLE public.payment_methods RENAME TO plg_financial_payment_methods;
+  END IF;
+  IF to_regclass('public.payment_method_types') IS NOT NULL AND to_regclass('public.plg_financial_payment_method_types') IS NULL THEN
+    ALTER TABLE public.payment_method_types RENAME TO plg_financial_payment_method_types;
+  END IF;
+END $$;