olsch01
e0272f9d8a
- Rename app from "HOA Financial Platform" to "HOA LedgerIQ" across all frontend pages, backend API docs, package.json files, and seed data - Add Cash Flow Statement report (GET /reports/cash-flow) with operating and reserve fund activity breakdown, beginning/ending cash balances - Add Aging Report (GET /reports/aging) with per-unit aging buckets (current, 1-30, 31-60, 61-90, 90+ days), expandable invoice details - Add Year-End Package (GET /reports/year-end) with income statement summary, collection stats, 1099-NEC vendor report, reserve fund status - Add Settings page showing org info, user profile, and system details - Replace all PlaceholderPage references with real implementations - Bump auth store version to 3 for localStorage migration Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
80 lines
2.9 KiB
SQL
80 lines
2.9 KiB
SQL
-- HOA LedgerIQ - Database Initialization
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-- Creates shared schema and base tables for multi-tenant architecture
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CREATE EXTENSION IF NOT EXISTS "uuid-ossp";
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CREATE EXTENSION IF NOT EXISTS "pgcrypto";
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-- Shared schema for cross-tenant data
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CREATE SCHEMA IF NOT EXISTS shared;
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-- Organizations (HOAs)
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CREATE TABLE shared.organizations (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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name VARCHAR(255) NOT NULL,
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schema_name VARCHAR(63) NOT NULL UNIQUE,
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subdomain VARCHAR(63) UNIQUE,
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status VARCHAR(20) DEFAULT 'active' CHECK (status IN ('active', 'suspended', 'trial')),
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settings JSONB DEFAULT '{}',
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address_line1 VARCHAR(255),
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address_line2 VARCHAR(255),
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city VARCHAR(100),
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state VARCHAR(2),
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zip_code VARCHAR(10),
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phone VARCHAR(20),
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email VARCHAR(255),
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tax_id VARCHAR(20),
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fiscal_year_start_month INTEGER DEFAULT 1 CHECK (fiscal_year_start_month BETWEEN 1 AND 12),
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created_at TIMESTAMPTZ DEFAULT NOW(),
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updated_at TIMESTAMPTZ DEFAULT NOW()
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);
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-- Users (global, cross-tenant)
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CREATE TABLE shared.users (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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email VARCHAR(255) NOT NULL UNIQUE,
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password_hash VARCHAR(255),
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first_name VARCHAR(100),
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last_name VARCHAR(100),
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phone VARCHAR(20),
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is_email_verified BOOLEAN DEFAULT FALSE,
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mfa_enabled BOOLEAN DEFAULT FALSE,
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mfa_secret VARCHAR(255),
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oauth_provider VARCHAR(50),
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oauth_provider_id VARCHAR(255),
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last_login_at TIMESTAMPTZ,
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created_at TIMESTAMPTZ DEFAULT NOW(),
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updated_at TIMESTAMPTZ DEFAULT NOW()
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);
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-- User-Organization memberships with roles
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CREATE TABLE shared.user_organizations (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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user_id UUID NOT NULL REFERENCES shared.users(id) ON DELETE CASCADE,
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organization_id UUID NOT NULL REFERENCES shared.organizations(id) ON DELETE CASCADE,
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role VARCHAR(50) NOT NULL CHECK (role IN ('president', 'treasurer', 'secretary', 'member_at_large', 'manager', 'homeowner')),
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is_active BOOLEAN DEFAULT TRUE,
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joined_at TIMESTAMPTZ DEFAULT NOW(),
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UNIQUE(user_id, organization_id)
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);
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-- Invitations
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CREATE TABLE shared.invitations (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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organization_id UUID NOT NULL REFERENCES shared.organizations(id) ON DELETE CASCADE,
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email VARCHAR(255) NOT NULL,
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role VARCHAR(50) NOT NULL,
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invited_by UUID NOT NULL REFERENCES shared.users(id),
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token VARCHAR(255) NOT NULL UNIQUE,
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expires_at TIMESTAMPTZ NOT NULL,
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accepted_at TIMESTAMPTZ,
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created_at TIMESTAMPTZ DEFAULT NOW()
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);
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-- Indexes
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CREATE INDEX idx_user_orgs_user ON shared.user_organizations(user_id);
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CREATE INDEX idx_user_orgs_org ON shared.user_organizations(organization_id);
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CREATE INDEX idx_users_email ON shared.users(email);
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CREATE INDEX idx_orgs_schema ON shared.organizations(schema_name);
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CREATE INDEX idx_invitations_token ON shared.invitations(token);
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CREATE INDEX idx_invitations_email ON shared.invitations(email);
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