backend/database/migrations/038_invoice_templates.sql

-- Meshkee CMS — full invoice templates + invoice key points / accounts

-- ---------------------------------------------------------------------------
-- invoice templates (full blueprint: name, top text, items, key points, accounts)
-- ---------------------------------------------------------------------------
CREATE TABLE invoice_templates (
  id           BIGINT GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
  owner_scope  invoice_owner_scope NOT NULL,
  business_id  BIGINT,
  name         VARCHAR(255) NOT NULL,
  top_text     TEXT,
  sort_order   INT NOT NULL DEFAULT 0,
  is_active    BOOLEAN NOT NULL DEFAULT TRUE,
  created_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),
  updated_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),

  CONSTRAINT invoice_templates_business_id_fkey
    FOREIGN KEY (business_id) REFERENCES businesses (id) ON DELETE CASCADE,
  CONSTRAINT invoice_templates_name_nonempty
    CHECK (char_length(trim(name)) > 0),
  CONSTRAINT invoice_templates_scope_business_check
    CHECK (
      (owner_scope = 'platform' AND business_id IS NULL)
      OR (owner_scope = 'business' AND business_id IS NOT NULL)
    )
);

CREATE INDEX idx_invoice_templates_owner_scope
  ON invoice_templates (owner_scope, sort_order);
CREATE INDEX idx_invoice_templates_business_id
  ON invoice_templates (business_id, sort_order)
  WHERE business_id IS NOT NULL;

CREATE TRIGGER invoice_templates_set_updated_at
  BEFORE UPDATE ON invoice_templates
  FOR EACH ROW
  EXECUTE FUNCTION set_updated_at();

-- ---------------------------------------------------------------------------
-- template line items
-- ---------------------------------------------------------------------------
CREATE TABLE invoice_template_items (
  id                BIGINT GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
  template_id       BIGINT NOT NULL,
  item_template_id  BIGINT,
  title             VARCHAR(255) NOT NULL,
  duration          VARCHAR(100),
  worktime          VARCHAR(100),
  description       TEXT,
  price             NUMERIC(12, 2) NOT NULL DEFAULT 0,
  discounted_price  NUMERIC(12, 2),
  sort_order        INT NOT NULL DEFAULT 0,
  created_at        TIMESTAMPTZ NOT NULL DEFAULT NOW(),
  updated_at        TIMESTAMPTZ NOT NULL DEFAULT NOW(),

  CONSTRAINT invoice_template_items_template_id_fkey
    FOREIGN KEY (template_id) REFERENCES invoice_templates (id) ON DELETE CASCADE,
  CONSTRAINT invoice_template_items_item_template_id_fkey
    FOREIGN KEY (item_template_id) REFERENCES invoice_item_templates (id) ON DELETE SET NULL,
  CONSTRAINT invoice_template_items_title_nonempty
    CHECK (char_length(trim(title)) > 0),
  CONSTRAINT invoice_template_items_price_non_negative
    CHECK (price >= 0),
  CONSTRAINT invoice_template_items_discounted_non_negative
    CHECK (discounted_price IS NULL OR discounted_price >= 0)
);

CREATE INDEX idx_invoice_template_items_template_id
  ON invoice_template_items (template_id, sort_order);

CREATE TRIGGER invoice_template_items_set_updated_at
  BEFORE UPDATE ON invoice_template_items
  FOR EACH ROW
  EXECUTE FUNCTION set_updated_at();

-- ---------------------------------------------------------------------------
-- template key points (duplicatable)
-- ---------------------------------------------------------------------------
CREATE TABLE invoice_template_key_points (
  id           BIGINT GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
  template_id  BIGINT NOT NULL,
  text         TEXT NOT NULL,
  sort_order   INT NOT NULL DEFAULT 0,
  created_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),
  updated_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),

  CONSTRAINT invoice_template_key_points_template_id_fkey
    FOREIGN KEY (template_id) REFERENCES invoice_templates (id) ON DELETE CASCADE,
  CONSTRAINT invoice_template_key_points_text_nonempty
    CHECK (char_length(trim(text)) > 0)
);

CREATE INDEX idx_invoice_template_key_points_template_id
  ON invoice_template_key_points (template_id, sort_order);

CREATE TRIGGER invoice_template_key_points_set_updated_at
  BEFORE UPDATE ON invoice_template_key_points
  FOR EACH ROW
  EXECUTE FUNCTION set_updated_at();

-- ---------------------------------------------------------------------------
-- template bank accounts (duplicatable)
-- ---------------------------------------------------------------------------
CREATE TABLE invoice_template_accounts (
  id           BIGINT GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
  template_id  BIGINT NOT NULL,
  bank_name    VARCHAR(255) NOT NULL,
  card_number  VARCHAR(64),
  iban         VARCHAR(64),
  sort_order   INT NOT NULL DEFAULT 0,
  created_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),
  updated_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),

  CONSTRAINT invoice_template_accounts_template_id_fkey
    FOREIGN KEY (template_id) REFERENCES invoice_templates (id) ON DELETE CASCADE,
  CONSTRAINT invoice_template_accounts_bank_name_nonempty
    CHECK (char_length(trim(bank_name)) > 0)
);

CREATE INDEX idx_invoice_template_accounts_template_id
  ON invoice_template_accounts (template_id, sort_order);

CREATE TRIGGER invoice_template_accounts_set_updated_at
  BEFORE UPDATE ON invoice_template_accounts
  FOR EACH ROW
  EXECUTE FUNCTION set_updated_at();

-- ---------------------------------------------------------------------------
-- extend issued invoices
-- ---------------------------------------------------------------------------
ALTER TABLE invoices
  ADD COLUMN IF NOT EXISTS top_text TEXT,
  ADD COLUMN IF NOT EXISTS invoice_template_id BIGINT;

ALTER TABLE invoices
  DROP CONSTRAINT IF EXISTS invoices_invoice_template_id_fkey;

ALTER TABLE invoices
  ADD CONSTRAINT invoices_invoice_template_id_fkey
    FOREIGN KEY (invoice_template_id) REFERENCES invoice_templates (id) ON DELETE SET NULL;

CREATE INDEX IF NOT EXISTS idx_invoices_invoice_template_id
  ON invoices (invoice_template_id)
  WHERE invoice_template_id IS NOT NULL;

CREATE TABLE invoice_key_points (
  id           BIGINT GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
  invoice_id   BIGINT NOT NULL,
  text         TEXT NOT NULL,
  sort_order   INT NOT NULL DEFAULT 0,
  created_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),
  updated_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),

  CONSTRAINT invoice_key_points_invoice_id_fkey
    FOREIGN KEY (invoice_id) REFERENCES invoices (id) ON DELETE CASCADE,
  CONSTRAINT invoice_key_points_text_nonempty
    CHECK (char_length(trim(text)) > 0)
);

CREATE INDEX idx_invoice_key_points_invoice_id
  ON invoice_key_points (invoice_id, sort_order);

CREATE TRIGGER invoice_key_points_set_updated_at
  BEFORE UPDATE ON invoice_key_points
  FOR EACH ROW
  EXECUTE FUNCTION set_updated_at();

CREATE TABLE invoice_accounts (
  id           BIGINT GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY,
  invoice_id   BIGINT NOT NULL,
  bank_name    VARCHAR(255) NOT NULL,
  card_number  VARCHAR(64),
  iban         VARCHAR(64),
  sort_order   INT NOT NULL DEFAULT 0,
  created_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),
  updated_at   TIMESTAMPTZ NOT NULL DEFAULT NOW(),

  CONSTRAINT invoice_accounts_invoice_id_fkey
    FOREIGN KEY (invoice_id) REFERENCES invoices (id) ON DELETE CASCADE,
  CONSTRAINT invoice_accounts_bank_name_nonempty
    CHECK (char_length(trim(bank_name)) > 0)
);

CREATE INDEX idx_invoice_accounts_invoice_id
  ON invoice_accounts (invoice_id, sort_order);

CREATE TRIGGER invoice_accounts_set_updated_at
  BEFORE UPDATE ON invoice_accounts
  FOR EACH ROW
  EXECUTE FUNCTION set_updated_at();