Jakob Wennberg
0aecf5b41c
Remove influencer-specific features (campaigns, TikTok, gifts, shadow ledger, contracts, briefings) and consolidate into a clean ERP foundation with core bookkeeping, invoicing, receipts, tax reporting, and calendar functionality. Reorganize database migrations into a clean numbered sequence. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
404 lines
16 KiB
PL/PgSQL
404 lines
16 KiB
PL/PgSQL
-- Migration 1: Core Schema
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-- Profiles, company_settings, bank_connections, customers, invoices,
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-- invoice_items, transactions, salary_payments, tax_rates
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-- =============================================================================
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-- Extensions
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-- =============================================================================
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create extension if not exists "uuid-ossp" with schema extensions;
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-- =============================================================================
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-- Trigger function: update_updated_at_column (reused across all migrations)
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-- =============================================================================
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create or replace function public.update_updated_at_column()
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returns trigger as $$
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begin
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new.updated_at = now();
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return new;
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end;
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$$ language plpgsql;
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-- =============================================================================
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-- 1. profiles
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-- =============================================================================
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create table public.profiles (
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id uuid primary key references auth.users on delete cascade,
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email text,
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full_name text,
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avatar_url text,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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alter table public.profiles enable row level security;
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create policy "profiles_select" on public.profiles
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for select using (auth.uid() = id);
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create policy "profiles_insert" on public.profiles
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for insert with check (auth.uid() = id);
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create policy "profiles_update" on public.profiles
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for update using (auth.uid() = id);
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create trigger profiles_updated_at
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before update on public.profiles
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for each row execute function public.update_updated_at_column();
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-- Auto-create profile on new user signup
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create or replace function public.handle_new_user()
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returns trigger as $$
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begin
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insert into public.profiles (id, email, full_name)
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values (new.id, new.email, new.raw_user_meta_data->>'full_name');
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return new;
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end;
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$$ language plpgsql security definer;
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create trigger on_auth_user_created
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after insert on auth.users
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for each row execute function public.handle_new_user();
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-- =============================================================================
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-- 2. company_settings
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-- =============================================================================
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create table public.company_settings (
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id uuid primary key default uuid_generate_v4(),
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user_id uuid references auth.users on delete cascade unique not null,
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entity_type text check (entity_type in ('enskild_firma', 'aktiebolag')),
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company_name text,
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org_number text,
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vat_number text,
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address_line1 text,
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address_line2 text,
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postal_code text,
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city text,
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country text default 'SE',
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phone text,
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email text,
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website text,
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bankgiro text,
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plusgiro text,
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iban text,
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bic text,
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f_skatt boolean default true,
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vat_registered boolean default false,
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moms_period text check (moms_period in ('monthly', 'quarterly', 'yearly')),
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fiscal_year_start_month integer default 1,
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invoice_prefix text,
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next_invoice_number integer default 1,
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invoice_default_days integer default 30,
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logo_url text,
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onboarding_complete boolean default false,
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schablon_mileage_rate numeric default 2.50,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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alter table public.company_settings enable row level security;
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create policy "company_settings_select" on public.company_settings
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for select using (auth.uid() = user_id);
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create policy "company_settings_insert" on public.company_settings
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for insert with check (auth.uid() = user_id);
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create policy "company_settings_update" on public.company_settings
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for update using (auth.uid() = user_id);
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create policy "company_settings_delete" on public.company_settings
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for delete using (auth.uid() = user_id);
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create index idx_company_settings_user_id on public.company_settings (user_id);
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create trigger company_settings_updated_at
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before update on public.company_settings
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for each row execute function public.update_updated_at_column();
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-- =============================================================================
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-- 3. bank_connections
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-- =============================================================================
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create table public.bank_connections (
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id uuid primary key default uuid_generate_v4(),
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user_id uuid references auth.users on delete cascade not null,
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provider text not null default 'enablebanking',
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bank_name text,
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session_id text,
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status text default 'pending'
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check (status in ('pending', 'active', 'expired', 'error', 'revoked')),
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consent_expires timestamptz,
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accounts_data jsonb,
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error_message text,
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last_synced_at timestamptz,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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alter table public.bank_connections enable row level security;
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create policy "bank_connections_select" on public.bank_connections
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for select using (auth.uid() = user_id);
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create policy "bank_connections_insert" on public.bank_connections
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for insert with check (auth.uid() = user_id);
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create policy "bank_connections_update" on public.bank_connections
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for update using (auth.uid() = user_id);
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create policy "bank_connections_delete" on public.bank_connections
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for delete using (auth.uid() = user_id);
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create index idx_bank_connections_user_id on public.bank_connections (user_id);
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create trigger bank_connections_updated_at
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before update on public.bank_connections
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for each row execute function public.update_updated_at_column();
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-- =============================================================================
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-- 4. customers
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-- =============================================================================
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create table public.customers (
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id uuid primary key default uuid_generate_v4(),
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user_id uuid references auth.users on delete cascade not null,
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name text not null,
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org_number text,
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vat_number text,
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email text,
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phone text,
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address_line1 text,
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postal_code text,
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city text,
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country text default 'SE',
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is_international boolean default false,
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notes text,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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alter table public.customers enable row level security;
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create policy "customers_select" on public.customers
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for select using (auth.uid() = user_id);
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create policy "customers_insert" on public.customers
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for insert with check (auth.uid() = user_id);
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create policy "customers_update" on public.customers
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for update using (auth.uid() = user_id);
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create policy "customers_delete" on public.customers
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for delete using (auth.uid() = user_id);
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create index idx_customers_user_id on public.customers (user_id);
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create trigger customers_updated_at
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before update on public.customers
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for each row execute function public.update_updated_at_column();
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-- =============================================================================
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-- 5. invoices
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-- =============================================================================
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create table public.invoices (
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id uuid primary key default uuid_generate_v4(),
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user_id uuid references auth.users on delete cascade not null,
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customer_id uuid references public.customers (id) on delete set null,
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invoice_number text not null,
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invoice_date date not null,
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due_date date not null,
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status text default 'draft'
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check (status in ('draft', 'sent', 'paid', 'overdue', 'cancelled', 'credited')),
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currency text default 'SEK',
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exchange_rate numeric,
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exchange_rate_date date,
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subtotal numeric default 0,
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subtotal_sek numeric default 0,
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vat_amount numeric default 0,
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vat_amount_sek numeric default 0,
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total numeric default 0,
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total_sek numeric default 0,
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vat_treatment text default 'standard_25',
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vat_rate numeric default 25,
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moms_ruta text,
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your_reference text,
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our_reference text,
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notes text,
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reverse_charge_text text,
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credited_invoice_id uuid references public.invoices (id) on delete set null,
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paid_at timestamptz,
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paid_amount numeric,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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unique (user_id, invoice_number)
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);
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alter table public.invoices enable row level security;
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create policy "invoices_select" on public.invoices
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for select using (auth.uid() = user_id);
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create policy "invoices_insert" on public.invoices
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for insert with check (auth.uid() = user_id);
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create policy "invoices_update" on public.invoices
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for update using (auth.uid() = user_id);
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create policy "invoices_delete" on public.invoices
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for delete using (auth.uid() = user_id);
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create index idx_invoices_user_id on public.invoices (user_id);
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create index idx_invoices_status on public.invoices (status);
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create index idx_invoices_due_date on public.invoices (due_date);
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create trigger invoices_updated_at
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before update on public.invoices
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for each row execute function public.update_updated_at_column();
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-- =============================================================================
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-- 6. invoice_items
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-- =============================================================================
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create table public.invoice_items (
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id uuid primary key default uuid_generate_v4(),
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invoice_id uuid references public.invoices (id) on delete cascade not null,
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sort_order integer default 0,
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description text not null,
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quantity numeric default 1,
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unit text default 'st',
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unit_price numeric default 0,
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line_total numeric default 0,
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created_at timestamptz not null default now()
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);
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alter table public.invoice_items enable row level security;
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create policy "invoice_items_select" on public.invoice_items
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for select using (
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exists (
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select 1 from public.invoices
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where invoices.id = invoice_items.invoice_id
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and invoices.user_id = auth.uid()
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)
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);
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create policy "invoice_items_insert" on public.invoice_items
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for insert with check (
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exists (
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select 1 from public.invoices
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where invoices.id = invoice_items.invoice_id
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and invoices.user_id = auth.uid()
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)
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);
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create policy "invoice_items_update" on public.invoice_items
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for update using (
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exists (
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select 1 from public.invoices
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where invoices.id = invoice_items.invoice_id
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and invoices.user_id = auth.uid()
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)
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);
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create policy "invoice_items_delete" on public.invoice_items
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for delete using (
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exists (
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select 1 from public.invoices
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where invoices.id = invoice_items.invoice_id
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and invoices.user_id = auth.uid()
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)
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);
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create index idx_invoice_items_invoice_id on public.invoice_items (invoice_id);
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-- =============================================================================
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-- 7. transactions
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-- =============================================================================
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create table public.transactions (
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id uuid primary key default uuid_generate_v4(),
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user_id uuid references auth.users on delete cascade not null,
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bank_connection_id uuid references public.bank_connections (id) on delete set null,
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external_id text,
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date date not null,
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description text not null,
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amount numeric not null,
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currency text default 'SEK',
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amount_sek numeric,
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exchange_rate numeric,
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exchange_rate_date date,
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category text default 'uncategorized',
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is_business boolean,
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invoice_id uuid references public.invoices (id) on delete set null,
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potential_invoice_id uuid references public.invoices (id) on delete set null,
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journal_entry_id uuid,
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mcc_code integer,
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merchant_name text,
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receipt_id uuid,
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notes text,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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unique (user_id, external_id)
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);
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alter table public.transactions enable row level security;
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create policy "transactions_select" on public.transactions
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for select using (auth.uid() = user_id);
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create policy "transactions_insert" on public.transactions
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for insert with check (auth.uid() = user_id);
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create policy "transactions_update" on public.transactions
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for update using (auth.uid() = user_id);
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create policy "transactions_delete" on public.transactions
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for delete using (auth.uid() = user_id);
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create index idx_transactions_user_id on public.transactions (user_id);
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create index idx_transactions_date on public.transactions (date);
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create index idx_transactions_external_id on public.transactions (external_id);
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create index idx_transactions_category on public.transactions (category);
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create trigger transactions_updated_at
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before update on public.transactions
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for each row execute function public.update_updated_at_column();
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-- =============================================================================
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-- 8. salary_payments
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-- =============================================================================
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create table public.salary_payments (
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id uuid primary key default uuid_generate_v4(),
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user_id uuid references auth.users on delete cascade not null,
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gross_amount numeric not null,
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net_amount numeric not null,
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employer_tax numeric not null,
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preliminary_tax numeric not null,
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payment_date date not null,
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period_start date not null,
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period_end date not null,
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status text default 'planned'
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check (status in ('planned', 'paid', 'reported')),
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notes text,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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alter table public.salary_payments enable row level security;
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create policy "salary_payments_select" on public.salary_payments
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for select using (auth.uid() = user_id);
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create policy "salary_payments_insert" on public.salary_payments
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for insert with check (auth.uid() = user_id);
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create policy "salary_payments_update" on public.salary_payments
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for update using (auth.uid() = user_id);
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create policy "salary_payments_delete" on public.salary_payments
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for delete using (auth.uid() = user_id);
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create index idx_salary_payments_user_id on public.salary_payments (user_id);
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create trigger salary_payments_updated_at
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before update on public.salary_payments
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for each row execute function public.update_updated_at_column();
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-- =============================================================================
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-- 9. tax_rates (read-only reference table)
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-- =============================================================================
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create table public.tax_rates (
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id uuid primary key default uuid_generate_v4(),
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rate_type text not null,
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rate numeric not null,
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valid_from date not null,
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valid_to date,
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description text
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);
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alter table public.tax_rates enable row level security;
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create policy "tax_rates_select" on public.tax_rates
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for select to authenticated using (true);
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-- Seed current Swedish tax rates
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insert into public.tax_rates (rate_type, rate, valid_from, description) values
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('egenavgifter', 28.97, '2024-01-01', 'Egenavgifter for enskild firma'),
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('bolagsskatt', 20.6, '2019-01-01', 'Bolagsskatt (corporate tax)'),
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('arbetsgivaravgifter', 31.42, '2024-01-01', 'Arbetsgivaravgifter (employer social contributions)');
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