Files
HOA_Financial_Platform/db/init/00-init.sql
olsch01 01502e07bc Implement Phase 2 features: roles, assessment groups, budget import, Kanban
- Add hierarchical roles: SuperUser Admin (is_superadmin flag), Tenant Admin,
  Tenant User with separate /admin route and admin panel
- Add Assessment Groups module for property type-based assessment rates
  (SFHs, Condos, Estate Lots with different regular/special rates)
- Enhance Chart of Accounts: initial balance on create (with journal entry),
  archive/restore accounts, edit all fields including account number & fund type
- Add Budget CSV import with downloadable template and account mapping
- Add Capital Projects Kanban board with drag-and-drop between year columns,
  table/kanban view toggle, and PDF export via browser print
- Update seed data with assessment groups, second test user, superadmin flag
- Create repeatable reseed.sh script for clean database population
- Fix AgingReportPage Mantine v7 Table prop compatibility

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 14:28:46 -05:00

81 lines
3.0 KiB
SQL

-- HOA LedgerIQ - Database Initialization
-- Creates shared schema and base tables for multi-tenant architecture
CREATE EXTENSION IF NOT EXISTS "uuid-ossp";
CREATE EXTENSION IF NOT EXISTS "pgcrypto";
-- Shared schema for cross-tenant data
CREATE SCHEMA IF NOT EXISTS shared;
-- Organizations (HOAs)
CREATE TABLE shared.organizations (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
name VARCHAR(255) NOT NULL,
schema_name VARCHAR(63) NOT NULL UNIQUE,
subdomain VARCHAR(63) UNIQUE,
status VARCHAR(20) DEFAULT 'active' CHECK (status IN ('active', 'suspended', 'trial')),
settings JSONB DEFAULT '{}',
address_line1 VARCHAR(255),
address_line2 VARCHAR(255),
city VARCHAR(100),
state VARCHAR(2),
zip_code VARCHAR(10),
phone VARCHAR(20),
email VARCHAR(255),
tax_id VARCHAR(20),
fiscal_year_start_month INTEGER DEFAULT 1 CHECK (fiscal_year_start_month BETWEEN 1 AND 12),
created_at TIMESTAMPTZ DEFAULT NOW(),
updated_at TIMESTAMPTZ DEFAULT NOW()
);
-- Users (global, cross-tenant)
CREATE TABLE shared.users (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
email VARCHAR(255) NOT NULL UNIQUE,
password_hash VARCHAR(255),
first_name VARCHAR(100),
last_name VARCHAR(100),
phone VARCHAR(20),
is_email_verified BOOLEAN DEFAULT FALSE,
mfa_enabled BOOLEAN DEFAULT FALSE,
mfa_secret VARCHAR(255),
oauth_provider VARCHAR(50),
oauth_provider_id VARCHAR(255),
last_login_at TIMESTAMPTZ,
is_superadmin BOOLEAN DEFAULT FALSE,
created_at TIMESTAMPTZ DEFAULT NOW(),
updated_at TIMESTAMPTZ DEFAULT NOW()
);
-- User-Organization memberships with roles
CREATE TABLE shared.user_organizations (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
user_id UUID NOT NULL REFERENCES shared.users(id) ON DELETE CASCADE,
organization_id UUID NOT NULL REFERENCES shared.organizations(id) ON DELETE CASCADE,
role VARCHAR(50) NOT NULL CHECK (role IN ('president', 'treasurer', 'secretary', 'member_at_large', 'manager', 'homeowner', 'admin', 'viewer')),
is_active BOOLEAN DEFAULT TRUE,
joined_at TIMESTAMPTZ DEFAULT NOW(),
UNIQUE(user_id, organization_id)
);
-- Invitations
CREATE TABLE shared.invitations (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
organization_id UUID NOT NULL REFERENCES shared.organizations(id) ON DELETE CASCADE,
email VARCHAR(255) NOT NULL,
role VARCHAR(50) NOT NULL,
invited_by UUID NOT NULL REFERENCES shared.users(id),
token VARCHAR(255) NOT NULL UNIQUE,
expires_at TIMESTAMPTZ NOT NULL,
accepted_at TIMESTAMPTZ,
created_at TIMESTAMPTZ DEFAULT NOW()
);
-- Indexes
CREATE INDEX idx_user_orgs_user ON shared.user_organizations(user_id);
CREATE INDEX idx_user_orgs_org ON shared.user_organizations(organization_id);
CREATE INDEX idx_users_email ON shared.users(email);
CREATE INDEX idx_orgs_schema ON shared.organizations(schema_name);
CREATE INDEX idx_invitations_token ON shared.invitations(token);
CREATE INDEX idx_invitations_email ON shared.invitations(email);