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