Files
boc/db/002_quotes_orders_inventory.sql
T
Bernt (LandveX AI) 95b581e8c5 fix(security): JWT require env, remove *** token, WS auth disabled
fix(automation): implement all 6 actions + real cron parser
fix(db): pq.Array for TEXT[], add sqlmock tests
fix(schema): single source migrations
docs: v2 architecture + frontend refactor proposals
2026-07-14 11:46:06 +00:00

438 lines
19 KiB
SQL

-- BOC Schema Extension: Quotes, Orders, Suppliers, Inventory
-- Created: 2026-07-12
-- ============================================
-- SALES: Quotes (Offert)
-- ============================================
CREATE TABLE IF NOT EXISTS boc_quotes (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
customer_id UUID REFERENCES boc_customers(id) ON DELETE CASCADE,
contact_id UUID REFERENCES boc_contacts(id),
quote_number TEXT NOT NULL,
title TEXT NOT NULL,
description TEXT,
status TEXT NOT NULL DEFAULT 'draft', -- draft, sent, accepted, rejected, expired
amount DECIMAL(15,2) NOT NULL DEFAULT 0,
tax_amount DECIMAL(15,2) DEFAULT 0,
currency TEXT NOT NULL DEFAULT 'USD',
valid_until DATE,
accepted_at TIMESTAMPTZ,
converted_to_order_id UUID,
notes TEXT,
terms TEXT,
metadata JSONB DEFAULT '{}',
created_by UUID REFERENCES boc_users(id),
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_quote_items (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
quote_id UUID REFERENCES boc_quotes(id) ON DELETE CASCADE,
product_id UUID REFERENCES boc_products(id),
description TEXT NOT NULL,
quantity DECIMAL(10,2) NOT NULL DEFAULT 1,
unit_price DECIMAL(15,2) NOT NULL DEFAULT 0,
tax_rate DECIMAL(5,2) DEFAULT 0,
discount DECIMAL(5,2) DEFAULT 0,
total DECIMAL(15,2) NOT NULL DEFAULT 0,
sort_order INTEGER DEFAULT 0,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- SALES: Orders
-- ============================================
CREATE TABLE IF NOT EXISTS boc_orders (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
customer_id UUID REFERENCES boc_customers(id) ON DELETE CASCADE,
quote_id UUID REFERENCES boc_quotes(id),
order_number TEXT NOT NULL,
title TEXT NOT NULL,
status TEXT NOT NULL DEFAULT 'draft', -- draft, confirmed, processing, shipped, delivered, cancelled
amount DECIMAL(15,2) NOT NULL DEFAULT 0,
tax_amount DECIMAL(15,2) DEFAULT 0,
currency TEXT NOT NULL DEFAULT 'USD',
delivery_date DATE,
shipped_at TIMESTAMPTZ,
delivered_at TIMESTAMPTZ,
tracking_number TEXT,
notes TEXT,
metadata JSONB DEFAULT '{}',
created_by UUID REFERENCES boc_users(id),
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_order_items (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
order_id UUID REFERENCES boc_orders(id) ON DELETE CASCADE,
product_id UUID REFERENCES boc_products(id),
description TEXT NOT NULL,
quantity DECIMAL(10,2) NOT NULL DEFAULT 1,
unit_price DECIMAL(15,2) NOT NULL DEFAULT 0,
tax_rate DECIMAL(5,2) DEFAULT 0,
discount DECIMAL(5,2) DEFAULT 0,
total DECIMAL(15,2) NOT NULL DEFAULT 0,
delivered_qty DECIMAL(10,2) DEFAULT 0,
sort_order INTEGER DEFAULT 0,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- PURCHASE: Suppliers
-- ============================================
CREATE TABLE IF NOT EXISTS boc_suppliers (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
name TEXT NOT NULL,
email TEXT,
phone TEXT,
org_number TEXT,
address JSONB,
payment_terms TEXT DEFAULT '30 days',
bank_account TEXT,
bankgiro TEXT,
postgiro TEXT,
currency TEXT DEFAULT 'USD',
status TEXT NOT NULL DEFAULT 'active',
metadata JSONB DEFAULT '{}',
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- PURCHASE: Purchase Orders
-- ============================================
CREATE TABLE IF NOT EXISTS boc_purchase_orders (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
supplier_id UUID REFERENCES boc_suppliers(id) ON DELETE CASCADE,
po_number TEXT NOT NULL,
status TEXT NOT NULL DEFAULT 'draft', -- draft, sent, confirmed, received, invoiced, paid
amount DECIMAL(15,2) NOT NULL DEFAULT 0,
tax_amount DECIMAL(15,2) DEFAULT 0,
currency TEXT NOT NULL DEFAULT 'USD',
expected_delivery DATE,
received_at TIMESTAMPTZ,
notes TEXT,
metadata JSONB DEFAULT '{}',
created_by UUID REFERENCES boc_users(id),
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_purchase_order_items (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
po_id UUID REFERENCES boc_purchase_orders(id) ON DELETE CASCADE,
product_id UUID REFERENCES boc_products(id),
description TEXT NOT NULL,
quantity DECIMAL(10,2) NOT NULL DEFAULT 1,
unit_price DECIMAL(15,2) NOT NULL DEFAULT 0,
tax_rate DECIMAL(5,2) DEFAULT 0,
total DECIMAL(15,2) NOT NULL DEFAULT 0,
received_qty DECIMAL(10,2) DEFAULT 0,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- PURCHASE: Supplier Invoices (Leverantörsfakturor)
-- ============================================
CREATE TABLE IF NOT EXISTS boc_supplier_invoices (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
supplier_id UUID REFERENCES boc_suppliers(id),
po_id UUID REFERENCES boc_purchase_orders(id),
invoice_number TEXT NOT NULL,
amount DECIMAL(15,2) NOT NULL DEFAULT 0,
tax_amount DECIMAL(15,2) DEFAULT 0,
currency TEXT NOT NULL DEFAULT 'USD',
status TEXT NOT NULL DEFAULT 'draft', -- draft, received, approved, paid, disputed
due_date DATE,
paid_at TIMESTAMPTZ,
paid_amount DECIMAL(15,2) DEFAULT 0,
ocr_number TEXT,
notes TEXT,
metadata JSONB DEFAULT '{}',
created_by UUID REFERENCES boc_users(id),
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- INVENTORY: Stock / Warehouse
-- ============================================
CREATE TABLE IF NOT EXISTS boc_warehouses (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
name TEXT NOT NULL,
location TEXT,
address JSONB,
is_default BOOLEAN DEFAULT FALSE,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_inventory (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
product_id UUID REFERENCES boc_products(id) ON DELETE CASCADE,
warehouse_id UUID REFERENCES boc_warehouses(id),
quantity DECIMAL(10,2) NOT NULL DEFAULT 0,
reserved_qty DECIMAL(10,2) DEFAULT 0,
reorder_point DECIMAL(10,2) DEFAULT 0,
reorder_qty DECIMAL(10,2) DEFAULT 0,
unit_cost DECIMAL(15,2) DEFAULT 0,
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
UNIQUE(tenant_id, product_id, warehouse_id)
);
CREATE TABLE IF NOT EXISTS boc_inventory_movements (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
product_id UUID REFERENCES boc_products(id),
warehouse_id UUID REFERENCES boc_warehouses(id),
type TEXT NOT NULL, -- in, out, adjustment, transfer
quantity DECIMAL(10,2) NOT NULL,
reference_type TEXT, -- order, po, adjustment
reference_id TEXT,
notes TEXT,
created_by UUID REFERENCES boc_users(id),
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- RECURRING: Subscriptions & Recurring Invoices
-- ============================================
CREATE TABLE IF NOT EXISTS boc_subscription_plans (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
name TEXT NOT NULL,
description TEXT,
product_id UUID REFERENCES boc_products(id),
interval TEXT NOT NULL DEFAULT 'monthly', -- weekly, monthly, quarterly, yearly
interval_count INTEGER DEFAULT 1,
price DECIMAL(15,2) NOT NULL DEFAULT 0,
currency TEXT NOT NULL DEFAULT 'USD',
trial_days INTEGER DEFAULT 0,
setup_fee DECIMAL(15,2) DEFAULT 0,
status TEXT NOT NULL DEFAULT 'active',
metadata JSONB DEFAULT '{}',
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_subscriptions (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
customer_id UUID REFERENCES boc_customers(id) ON DELETE CASCADE,
plan_id UUID REFERENCES boc_subscription_plans(id),
status TEXT NOT NULL DEFAULT 'active', -- active, paused, cancelled, expired
start_date DATE NOT NULL,
end_date DATE,
trial_end DATE,
current_period_start DATE,
current_period_end DATE,
price DECIMAL(15,2) NOT NULL,
currency TEXT NOT NULL DEFAULT 'USD',
metadata JSONB DEFAULT '{}',
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_recurring_invoices (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
customer_id UUID REFERENCES boc_customers(id),
subscription_id UUID REFERENCES boc_subscriptions(id),
plan_id UUID REFERENCES boc_subscription_plans(id),
invoice_number TEXT,
amount DECIMAL(15,2) NOT NULL DEFAULT 0,
currency TEXT NOT NULL DEFAULT 'USD',
status TEXT NOT NULL DEFAULT 'pending', -- pending, generated, sent, paid, failed
scheduled_date DATE NOT NULL,
generated_at TIMESTAMPTZ,
sent_at TIMESTAMPTZ,
error TEXT,
metadata JSONB DEFAULT '{}',
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- EXPENSES: Receipts & OCR
-- ============================================
CREATE TABLE IF NOT EXISTS boc_receipts (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
employee_id UUID REFERENCES boc_employees(id),
expense_id UUID REFERENCES boc_expenses(id),
image_url TEXT NOT NULL,
ocr_text TEXT,
ocr_data JSONB DEFAULT '{}', -- extracted: amount, date, vendor, category
ocr_confidence DECIMAL(5,2) DEFAULT 0,
status TEXT NOT NULL DEFAULT 'pending', -- pending, processed, failed
processed_at TIMESTAMPTZ,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- PAYROLL: Basic structure
-- ============================================
CREATE TABLE IF NOT EXISTS boc_payroll_runs (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
period_start DATE NOT NULL,
period_end DATE NOT NULL,
pay_date DATE NOT NULL,
status TEXT NOT NULL DEFAULT 'draft', -- draft, processing, approved, paid
total_gross DECIMAL(15,2) DEFAULT 0,
total_tax DECIMAL(15,2) DEFAULT 0,
total_net DECIMAL(15,2) DEFAULT 0,
total_employer_tax DECIMAL(15,2) DEFAULT 0,
currency TEXT DEFAULT 'USD',
metadata JSONB DEFAULT '{}',
created_by UUID REFERENCES boc_users(id),
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_payroll_lines (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
payroll_run_id UUID REFERENCES boc_payroll_runs(id) ON DELETE CASCADE,
employee_id UUID REFERENCES boc_employees(id),
gross_salary DECIMAL(15,2) NOT NULL DEFAULT 0,
tax_deduction DECIMAL(15,2) DEFAULT 0,
social_fees DECIMAL(15,2) DEFAULT 0,
pension DECIMAL(15,2) DEFAULT 0,
other_deductions DECIMAL(15,2) DEFAULT 0,
net_salary DECIMAL(15,2) DEFAULT 0,
hours_worked DECIMAL(5,2) DEFAULT 0,
vacation_days_used DECIMAL(4,1) DEFAULT 0,
sick_days DECIMAL(4,1) DEFAULT 0,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- BANK: Accounts & Transactions
-- ============================================
CREATE TABLE IF NOT EXISTS boc_bank_accounts (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
name TEXT NOT NULL,
bank_name TEXT NOT NULL,
account_number TEXT NOT NULL,
iban TEXT,
bic TEXT,
currency TEXT DEFAULT 'USD',
balance DECIMAL(15,2) DEFAULT 0,
is_default BOOLEAN DEFAULT FALSE,
status TEXT NOT NULL DEFAULT 'active',
last_sync TIMESTAMPTZ,
metadata JSONB DEFAULT '{}',
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_bank_transactions (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
account_id UUID REFERENCES boc_bank_accounts(id) ON DELETE CASCADE,
transaction_date DATE NOT NULL,
amount DECIMAL(15,2) NOT NULL,
currency TEXT DEFAULT 'USD',
description TEXT,
counterparty TEXT,
reference TEXT,
external_id TEXT,
status TEXT NOT NULL DEFAULT 'unmatched', -- unmatched, matched, reconciled
matched_to_type TEXT, -- invoice, expense, payroll
matched_to_id UUID,
metadata JSONB DEFAULT '{}',
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- ============================================
-- PROJECTS
-- ============================================
CREATE TABLE IF NOT EXISTS boc_projects (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
name TEXT NOT NULL,
description TEXT,
customer_id UUID REFERENCES boc_customers(id),
status TEXT NOT NULL DEFAULT 'active', -- active, completed, on_hold, cancelled
budget DECIMAL(15,2) DEFAULT 0,
spent DECIMAL(15,2) DEFAULT 0,
currency TEXT DEFAULT 'USD',
start_date DATE,
end_date DATE,
manager_id UUID REFERENCES boc_employees(id),
metadata JSONB DEFAULT '{}',
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_project_times (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
project_id UUID REFERENCES boc_projects(id) ON DELETE CASCADE,
employee_id UUID REFERENCES boc_employees(id),
date DATE NOT NULL,
hours DECIMAL(4,2) NOT NULL DEFAULT 0,
description TEXT,
billable BOOLEAN DEFAULT TRUE,
hourly_rate DECIMAL(15,2) DEFAULT 0,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE TABLE IF NOT EXISTS boc_project_expenses (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES boc_tenants(id) ON DELETE CASCADE,
project_id UUID REFERENCES boc_projects(id) ON DELETE CASCADE,
expense_id UUID REFERENCES boc_expenses(id),
amount DECIMAL(15,2) NOT NULL,
description TEXT,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- Indexes
CREATE INDEX IF NOT EXISTS idx_quotes_tenant ON boc_quotes(tenant_id, status);
CREATE INDEX IF NOT EXISTS idx_quotes_customer ON boc_quotes(customer_id);
CREATE INDEX IF NOT EXISTS idx_orders_tenant ON boc_orders(tenant_id, status);
CREATE INDEX IF NOT EXISTS idx_orders_customer ON boc_orders(customer_id);
CREATE INDEX IF NOT EXISTS idx_suppliers_tenant ON boc_suppliers(tenant_id, status);
CREATE INDEX IF NOT EXISTS idx_po_tenant ON boc_purchase_orders(tenant_id, status);
CREATE INDEX IF NOT EXISTS idx_supplier_invoices_tenant ON boc_supplier_invoices(tenant_id, status);
CREATE INDEX IF NOT EXISTS idx_inventory_product ON boc_inventory(product_id, warehouse_id);
CREATE INDEX IF NOT EXISTS idx_inventory_movements ON boc_inventory_movements(product_id, created_at DESC);
CREATE INDEX IF NOT EXISTS idx_subscriptions_customer ON boc_subscriptions(customer_id, status);
CREATE INDEX IF NOT EXISTS idx_recurring_invoices ON boc_recurring_invoices(scheduled_date, status);
CREATE INDEX IF NOT EXISTS idx_receipts_status ON boc_receipts(status);
CREATE INDEX IF NOT EXISTS idx_payroll_runs ON boc_payroll_runs(period_start, status);
CREATE INDEX IF NOT EXISTS idx_bank_transactions ON boc_bank_transactions(account_id, transaction_date DESC);
CREATE INDEX IF NOT EXISTS idx_projects_tenant ON boc_projects(tenant_id, status);
CREATE INDEX IF NOT EXISTS idx_project_times ON boc_project_times(project_id, date);
-- Triggers for updated_at
DO $$
BEGIN
CREATE TRIGGER update_boc_quotes_updated_at BEFORE UPDATE ON boc_quotes FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_orders_updated_at BEFORE UPDATE ON boc_orders FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_suppliers_updated_at BEFORE UPDATE ON boc_suppliers FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_purchase_orders_updated_at BEFORE UPDATE ON boc_purchase_orders FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_supplier_invoices_updated_at BEFORE UPDATE ON boc_supplier_invoices FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_inventory_updated_at BEFORE UPDATE ON boc_inventory FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_subscription_plans_updated_at BEFORE UPDATE ON boc_subscription_plans FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_subscriptions_updated_at BEFORE UPDATE ON boc_subscriptions FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_payroll_runs_updated_at BEFORE UPDATE ON boc_payroll_runs FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_bank_accounts_updated_at BEFORE UPDATE ON boc_bank_accounts FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
CREATE TRIGGER update_boc_projects_updated_at BEFORE UPDATE ON boc_projects FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
EXCEPTION WHEN duplicate_object THEN
-- Triggers already exist, ignore
END;
$$;