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accounted/supabase/migrations/20260401200000_settings_restructure.sql
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Jakob Wennberg d0b3f21bde feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157)
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr,
invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/
Anthropic/OpenAI deps) to simplify core and reduce bundle size.

Restructure monolithic settings page into dedicated sub-pages (company,
bookkeeping, invoicing, tax, banking, api, account, team, templates) with
shared layout and sidebar navigation.

Add atomic commit_journal_entry RPC so voucher number increment and status
update happen in a single transaction — prevents burned numbers on constraint
failures. Add continuity check report and voucher gap explanation tracking.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-01 17:08:00 +02:00

41 lines
1.5 KiB
PL/PgSQL

-- Settings restructure: add bookkeeping lock, PDF/invoice settings
-- Phase 2: Bookkeeping settings
ALTER TABLE public.company_settings
ADD COLUMN IF NOT EXISTS bookkeeping_locked_through date,
ADD COLUMN IF NOT EXISTS auto_lock_period_days integer;
-- Phase 3: Invoice/PDF settings
ALTER TABLE public.company_settings
ADD COLUMN IF NOT EXISTS ore_rounding boolean DEFAULT true,
ADD COLUMN IF NOT EXISTS invoice_show_ocr boolean DEFAULT true,
ADD COLUMN IF NOT EXISTS invoice_show_bankgiro boolean DEFAULT true,
ADD COLUMN IF NOT EXISTS invoice_show_plusgiro boolean DEFAULT true,
ADD COLUMN IF NOT EXISTS invoice_late_fee_text text,
ADD COLUMN IF NOT EXISTS invoice_credit_terms_text text;
-- Enforce company-wide bookkeeping lock date on journal entries
CREATE OR REPLACE FUNCTION public.enforce_company_lock_date()
RETURNS TRIGGER AS $$
DECLARE
lock_date date;
BEGIN
SELECT bookkeeping_locked_through INTO lock_date
FROM public.company_settings
WHERE company_id = NEW.company_id;
IF lock_date IS NOT NULL AND NEW.entry_date <= lock_date THEN
RAISE EXCEPTION 'Bokföringen är låst t.o.m. %. Kan inte skapa verifikation med datum %.',
lock_date, NEW.entry_date;
END IF;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
-- Apply trigger only on insert and update of entry_date
DROP TRIGGER IF EXISTS trg_enforce_company_lock_date ON public.journal_entries;
CREATE TRIGGER trg_enforce_company_lock_date
BEFORE INSERT OR UPDATE OF entry_date ON public.journal_entries
FOR EACH ROW
EXECUTE FUNCTION public.enforce_company_lock_date();