chore: update snapshot for endpoint counts and keys (#912)

* chore: update snapshot for endpoint counts and keys * fix(migrations): update pg-test comment for reconciliation migration clarity
2026-07-07 01:50:18 +02:00
parent 3a88b53fd9
commit fca75df3e2
2 changed files with 98 additions and 0 deletions
@@ -0,0 +1,96 @@
+-- Context graph (knowledge graph read model), step 1: counterparty nodes.
+--
+-- graph_counterparties + graph_transaction_counterparties materialize the ONE
+-- edge the ledger lacks as a FK: bank transaction -> counterparty (transactions
+-- only carry free-text merchant_name/description). Every other context-graph
+-- edge (transaction -> journal entry -> accounts/documents, invoice links,
+-- receipts, templates) is derived at query time from existing FKs in
+-- lib/graph/subgraph.ts.
+--
+-- DERIVED READ MODEL, not a system of record and not rakenskapsinformation:
+-- rows are rebuildable at any time from base tables via
+-- scripts/rebuild-context-graph.ts (lib/graph/rebuild.ts). Therefore:
+--   - DELETE is allowed (RLS policy included on purpose)
+--   - no immutability trigger, no audit trigger
+--   - core tables must never grow FKs pointing INTO these tables
+--
+-- Edges live in their own table (not a column on transactions) so the whole
+-- projection stays separable and truncatable.
+--
+-- pg-test: skip (adopted reconciliation migration; this SQL is already applied to prod, feature code + the intended tests/pg/graph-counterparties.pg.test.ts were never merged to main, tracked separately)
+
+CREATE TABLE public.graph_counterparties (
+  id              uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  company_id      uuid NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
+  -- Output of normalizeCounterpartyName() (lib/bookkeeping/counterparty-templates.ts)
+  normalized_name text NOT NULL,
+  -- formatCounterpartyName(normalized_name), e.g. "Telia Sverige AB"
+  display_name    text NOT NULL,
+  -- Best-effort links to master data when resolution finds a match.
+  supplier_id     uuid REFERENCES public.suppliers(id) ON DELETE SET NULL,
+  customer_id     uuid REFERENCES public.customers(id) ON DELETE SET NULL,
+  template_id     uuid REFERENCES public.categorization_templates(id) ON DELETE SET NULL,
+  created_at      timestamptz NOT NULL DEFAULT now(),
+  updated_at      timestamptz NOT NULL DEFAULT now(),
+
+  UNIQUE (company_id, normalized_name)
+);
+
+CREATE TABLE public.graph_transaction_counterparties (
+  id                uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  company_id        uuid NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
+  transaction_id    uuid NOT NULL REFERENCES public.transactions(id) ON DELETE CASCADE,
+  counterparty_id   uuid NOT NULL REFERENCES public.graph_counterparties(id) ON DELETE CASCADE,
+  resolution_method text NOT NULL CHECK (resolution_method IN
+    ('exact_alias', 'exact_normalized', 'fuzzy', 'supplier_link', 'customer_link', 'normalized_only')),
+  confidence        numeric NOT NULL DEFAULT 0,
+  source            text NOT NULL CHECK (source IN ('rebuild', 'event', 'lazy')),
+  resolved_at       timestamptz NOT NULL DEFAULT now(),
+
+  -- One counterparty per transaction (v1).
+  UNIQUE (transaction_id)
+);
+
+ALTER TABLE public.graph_counterparties ENABLE ROW LEVEL SECURITY;
+ALTER TABLE public.graph_transaction_counterparties ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY "view own-company graph_counterparties"
+  ON public.graph_counterparties FOR SELECT
+  USING (company_id IN (SELECT user_company_ids()));
+CREATE POLICY "insert own-company graph_counterparties"
+  ON public.graph_counterparties FOR INSERT
+  WITH CHECK (company_id IN (SELECT user_company_ids()));
+CREATE POLICY "update own-company graph_counterparties"
+  ON public.graph_counterparties FOR UPDATE
+  USING (company_id IN (SELECT user_company_ids()));
+CREATE POLICY "delete own-company graph_counterparties"
+  ON public.graph_counterparties FOR DELETE
+  USING (company_id IN (SELECT user_company_ids()));
+
+CREATE POLICY "view own-company graph_transaction_counterparties"
+  ON public.graph_transaction_counterparties FOR SELECT
+  USING (company_id IN (SELECT user_company_ids()));
+CREATE POLICY "insert own-company graph_transaction_counterparties"
+  ON public.graph_transaction_counterparties FOR INSERT
+  WITH CHECK (company_id IN (SELECT user_company_ids()));
+CREATE POLICY "update own-company graph_transaction_counterparties"
+  ON public.graph_transaction_counterparties FOR UPDATE
+  USING (company_id IN (SELECT user_company_ids()));
+CREATE POLICY "delete own-company graph_transaction_counterparties"
+  ON public.graph_transaction_counterparties FOR DELETE
+  USING (company_id IN (SELECT user_company_ids()));
+
+-- Drives "similar transactions with the same counterparty".
+CREATE INDEX idx_gtc_company_counterparty
+  ON public.graph_transaction_counterparties (company_id, counterparty_id);
+
+CREATE TRIGGER set_updated_at_graph_counterparties
+  BEFORE UPDATE ON public.graph_counterparties
+  FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
+
+COMMENT ON TABLE public.graph_counterparties IS
+  'Context-graph read model: counterparty nodes derived from transaction merchant names. Rebuildable projection (scripts/rebuild-context-graph.ts), NOT rakenskapsinformation; deletes allowed by design.';
+COMMENT ON TABLE public.graph_transaction_counterparties IS
+  'Context-graph read model: transaction -> counterparty edges with resolution provenance. Rebuildable projection, NOT rakenskapsinformation; deletes allowed by design.';
+
+NOTIFY pgrst, 'reload schema';