panels-origin/db/core/changesets/018-schema-expenses-cost.sql

--liquibase formatted sql
-- PANELS · core · gastos, IVA y configuración de control de costos

--changeset panel:core-018a-tenant-cost-settings endDelimiter:; splitStatements:true
--preconditions onFail:MARK_RAN
--precondition-sql-check expectedResult:0 SELECT COUNT(*) FROM information_schema.tables WHERE table_schema='core' AND table_name='tenant_cost_settings'
CREATE TABLE core.tenant_cost_settings (
  tenant_id INTEGER PRIMARY KEY,
  budget_warn_pct NUMERIC(5,2) NOT NULL DEFAULT 85,
  budget_critical_pct NUMERIC(5,2) NOT NULL DEFAULT 100,
  default_iva_rate NUMERIC(5,4) NOT NULL DEFAULT 0.16,
  created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
  updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
);

--changeset panel:core-018b-expense-entries endDelimiter:; splitStatements:true
--preconditions onFail:MARK_RAN
--precondition-sql-check expectedResult:0 SELECT COUNT(*) FROM information_schema.tables WHERE table_schema='core' AND table_name='expense_entries'
CREATE TABLE core.expense_entries (
  id BIGINT GENERATED ALWAYS AS IDENTITY PRIMARY KEY,
  tenant_id INTEGER NOT NULL,
  company_id BIGINT NOT NULL REFERENCES core.companies(id),
  project_id BIGINT REFERENCES core.projects(id) ON DELETE SET NULL,
  expense_date DATE NOT NULL,
  source TEXT NOT NULL DEFAULT 'manual' CHECK (source IN ('manual', 'payroll', 'destajo')),
  source_ref_id BIGINT,
  description TEXT NOT NULL DEFAULT '',
  supplier_name TEXT NOT NULL DEFAULT '',
  supplier_rfc TEXT NOT NULL DEFAULT '',
  budget_chapter_id BIGINT REFERENCES core.budget_chapters(id) ON DELETE SET NULL,
  budget_item_id BIGINT REFERENCES core.budget_items(id) ON DELETE SET NULL,
  quantity NUMERIC(14,4) NOT NULL DEFAULT 0,
  unit TEXT NOT NULL DEFAULT '',
  unit_price NUMERIC(14,4) NOT NULL DEFAULT 0,
  subtotal NUMERIC(14,2) NOT NULL DEFAULT 0,
  iva_rate NUMERIC(5,4) NOT NULL DEFAULT 0.16,
  iva_amount NUMERIC(14,2) NOT NULL DEFAULT 0,
  total NUMERIC(14,2) NOT NULL DEFAULT 0,
  tax_included BOOLEAN NOT NULL DEFAULT false,
  is_deductible BOOLEAN NOT NULL DEFAULT true,
  counts_toward_budget BOOLEAN NOT NULL DEFAULT true,
  is_locked BOOLEAN NOT NULL DEFAULT false,
  status TEXT NOT NULL DEFAULT 'confirmed' CHECK (status IN ('draft', 'confirmed', 'void')),
  created_by_id INTEGER,
  created_by_name TEXT NOT NULL DEFAULT '',
  notes TEXT NOT NULL DEFAULT '',
  created_at TIMESTAMPTZ NOT NULL DEFAULT now()
);
CREATE INDEX idx_core_expense_entries_tenant ON core.expense_entries(tenant_id);
CREATE INDEX idx_core_expense_entries_project_date ON core.expense_entries(project_id, expense_date);
CREATE INDEX idx_core_expense_entries_budget_item ON core.expense_entries(budget_item_id);
CREATE UNIQUE INDEX idx_core_expense_entries_source_ref
  ON core.expense_entries(source, source_ref_id)
  WHERE source_ref_id IS NOT NULL AND status <> 'void';

--changeset panel:core-018c-expense-attachments endDelimiter:; splitStatements:true
--preconditions onFail:MARK_RAN
--precondition-sql-check expectedResult:0 SELECT COUNT(*) FROM information_schema.tables WHERE table_schema='core' AND table_name='expense_attachments'
CREATE TABLE core.expense_attachments (
  id BIGINT GENERATED ALWAYS AS IDENTITY PRIMARY KEY,
  expense_id BIGINT NOT NULL REFERENCES core.expense_entries(id) ON DELETE CASCADE,
  original_name TEXT NOT NULL,
  mime TEXT NOT NULL,
  size_bytes BIGINT NOT NULL,
  sha256 TEXT NOT NULL,
  iv TEXT NOT NULL,
  storage_name TEXT NOT NULL,
  uploaded_by_id INTEGER,
  uploaded_by_name TEXT NOT NULL DEFAULT '',
  uploaded_at TIMESTAMPTZ NOT NULL DEFAULT now()
);

--changeset panel:core-018d-iva-period-manual endDelimiter:; splitStatements:true
--preconditions onFail:MARK_RAN
--precondition-sql-check expectedResult:0 SELECT COUNT(*) FROM information_schema.tables WHERE table_schema='core' AND table_name='iva_period_entries'
CREATE TABLE core.iva_period_entries (
  id BIGINT GENERATED ALWAYS AS IDENTITY PRIMARY KEY,
  tenant_id INTEGER NOT NULL,
  company_id BIGINT NOT NULL REFERENCES core.companies(id),
  period_year INTEGER NOT NULL,
  period_month INTEGER NOT NULL CHECK (period_month BETWEEN 1 AND 12),
  iva_trasladado NUMERIC(14,2) NOT NULL DEFAULT 0,
  notes TEXT NOT NULL DEFAULT '',
  updated_by_name TEXT NOT NULL DEFAULT '',
  updated_at TIMESTAMPTZ NOT NULL DEFAULT now(),
  UNIQUE (tenant_id, company_id, period_year, period_month)
);
CREATE INDEX idx_core_iva_period_tenant ON core.iva_period_entries(tenant_id);

--changeset panel:core-018e-destajo-budget-item endDelimiter:; splitStatements:true
ALTER TABLE core.destajo_jobs
  ADD COLUMN IF NOT EXISTS budget_item_id BIGINT REFERENCES core.budget_items(id) ON DELETE SET NULL;

--changeset panel:core-018f-warehouse-material-budget-links endDelimiter:; splitStatements:true
--preconditions onFail:MARK_RAN
--precondition-sql-check expectedResult:0 SELECT COUNT(*) FROM information_schema.tables WHERE table_schema='core' AND table_name='warehouse_material_budget_links'
CREATE TABLE core.warehouse_material_budget_links (
  id BIGINT GENERATED ALWAYS AS IDENTITY PRIMARY KEY,
  material_id BIGINT NOT NULL,
  budget_item_id BIGINT NOT NULL REFERENCES core.budget_items(id) ON DELETE CASCADE,
  conversion_factor NUMERIC(14,6) NOT NULL DEFAULT 1,
  UNIQUE (material_id, budget_item_id)
);