Jakob Wennberg
0c422fcd25
- Consolidate migration numbering (move full_bas_2026 to slot 044) - Remove dead/superseded migrations (document_matching, reversal columns) - Update CLAUDE.md with placeholder migration notes and corrected descriptions - Fix migration SQL for invoice_inbox, extension_data, supplier_invoices Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
82 lines
3.6 KiB
SQL
82 lines
3.6 KiB
SQL
-- Migration 11: ALTER Existing Tables
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-- Add compliance-critical columns to chart_of_accounts, journal_entries,
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-- journal_entry_lines, and fiscal_periods
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-- =============================================================================
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-- 1. chart_of_accounts: Add SRU code for Skatteverket tax filing
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-- =============================================================================
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ALTER TABLE public.chart_of_accounts
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ADD COLUMN IF NOT EXISTS sru_code text;
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-- =============================================================================
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-- 2. journal_entries: Add compliance columns
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-- =============================================================================
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-- Track when draft became posted
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ALTER TABLE public.journal_entries
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ADD COLUMN IF NOT EXISTS committed_at timestamptz;
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-- Link to storno entry that reversed this
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ALTER TABLE public.journal_entries
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ADD COLUMN IF NOT EXISTS reversed_by_id uuid REFERENCES public.journal_entries(id) ON DELETE SET NULL;
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-- Link to entry this storno reverses
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ALTER TABLE public.journal_entries
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ADD COLUMN IF NOT EXISTS reverses_id uuid REFERENCES public.journal_entries(id) ON DELETE SET NULL;
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-- Link to original in correction chain
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ALTER TABLE public.journal_entries
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ADD COLUMN IF NOT EXISTS correction_of_id uuid REFERENCES public.journal_entries(id) ON DELETE SET NULL;
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-- Expand source_type CHECK to include storno, correction, import, system
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-- First drop the existing check constraint, then re-add with expanded values
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ALTER TABLE public.journal_entries
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DROP CONSTRAINT IF EXISTS journal_entries_source_type_check;
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ALTER TABLE public.journal_entries
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ADD CONSTRAINT journal_entries_source_type_check
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CHECK (source_type IN (
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'manual', 'bank_transaction', 'invoice_created',
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'invoice_paid', 'credit_note', 'salary_payment',
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'opening_balance', 'year_end',
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'storno', 'correction', 'import', 'system'
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));
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-- Indexes for the new FK columns
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CREATE INDEX IF NOT EXISTS idx_journal_entries_reversed_by_id ON public.journal_entries (reversed_by_id);
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CREATE INDEX IF NOT EXISTS idx_journal_entries_reverses_id ON public.journal_entries (reverses_id);
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CREATE INDEX IF NOT EXISTS idx_journal_entries_correction_of_id ON public.journal_entries (correction_of_id);
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-- =============================================================================
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-- 3. journal_entry_lines: Add dimension columns
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-- =============================================================================
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-- Decoupled tax code reference
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ALTER TABLE public.journal_entry_lines
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ADD COLUMN IF NOT EXISTS tax_code text;
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-- Kostnadsställe dimension
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ALTER TABLE public.journal_entry_lines
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ADD COLUMN IF NOT EXISTS cost_center text;
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-- Projekt dimension
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ALTER TABLE public.journal_entry_lines
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ADD COLUMN IF NOT EXISTS project text;
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-- Note: idx_journal_entry_lines_cost_center and idx_journal_entry_lines_project
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-- are created by migration 015 (dimensions) on the UUID FK columns (cost_center_id, project_id).
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-- The text dimension columns (cost_center, project) are supplementary and don't need separate indexes.
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CREATE INDEX IF NOT EXISTS idx_journal_entry_lines_tax_code ON public.journal_entry_lines (tax_code) WHERE (tax_code IS NOT NULL);
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-- =============================================================================
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-- 4. fiscal_periods: Add lock and retention columns
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-- =============================================================================
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-- Period lock timestamp (separate from is_closed)
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ALTER TABLE public.fiscal_periods
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ADD COLUMN IF NOT EXISTS locked_at timestamptz;
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-- Auto-calculated: period_end + 7 years
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ALTER TABLE public.fiscal_periods
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ADD COLUMN IF NOT EXISTS retention_expires_at date;
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