e4b9091a1b
- Added views for listing fixed-price agreements, displaying agreement details, and a reporting dashboard. - Created HTML templates for listing, detailing, and reporting on fixed-price agreements. - Introduced API endpoint to fetch active customers for agreement creation. - Added migration scripts for creating necessary database tables and views for fixed-price agreements, billing periods, and reporting. - Implemented triggers for auto-generating agreement numbers and updating timestamps. - Enhanced ticket management with archived ticket views and filtering capabilities.
109 lines
4.1 KiB
PL/PgSQL
109 lines
4.1 KiB
PL/PgSQL
-- Migration 100: Fixed-Price Agreements
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-- Creates table for monthly fixed-price hour agreements with binding periods
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-- Ready for future subscription system integration (v2)
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CREATE TABLE IF NOT EXISTS customer_fixed_price_agreements (
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id SERIAL PRIMARY KEY,
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agreement_number VARCHAR(50) UNIQUE NOT NULL,
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-- Future subscription system integration
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subscription_id INTEGER DEFAULT NULL,
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-- Customer linkage
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customer_id INTEGER NOT NULL,
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customer_name VARCHAR(255),
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-- Product definition (v2: move to subscription_products table)
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monthly_hours DECIMAL(8,2) NOT NULL CHECK (monthly_hours > 0),
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hourly_rate DECIMAL(10,2) NOT NULL CHECK (hourly_rate >= 0),
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overtime_rate DECIMAL(10,2) NOT NULL CHECK (overtime_rate >= 0),
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internal_cost_rate DECIMAL(10,2) DEFAULT 350.00, -- For profit calculation
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rounding_minutes INTEGER DEFAULT 0 CHECK (rounding_minutes IN (0, 15, 30, 60)),
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-- Contract lifecycle
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start_date DATE NOT NULL,
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binding_months INTEGER DEFAULT 0 CHECK (binding_months >= 0),
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binding_end_date DATE,
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end_date DATE,
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notice_period_days INTEGER DEFAULT 30 CHECK (notice_period_days >= 0),
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auto_renew BOOLEAN DEFAULT false,
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-- Status tracking
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status VARCHAR(20) DEFAULT 'active' CHECK (status IN ('active', 'suspended', 'expired', 'cancelled', 'pending_cancellation')),
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cancellation_requested_date DATE,
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cancellation_effective_date DATE,
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cancelled_by_user_id INTEGER,
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cancellation_reason TEXT,
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-- Billing integration (v2: subscription_billing handles this)
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billing_enabled BOOLEAN DEFAULT true,
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last_billed_period DATE,
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-- e-conomic integration (v2: move to subscription product mapping)
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economic_product_number VARCHAR(50),
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economic_overtime_product_number VARCHAR(50),
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-- Metadata
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notes TEXT,
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created_by_user_id INTEGER,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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-- Indexes for performance
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CREATE INDEX IF NOT EXISTS idx_fpa_customer ON customer_fixed_price_agreements(customer_id);
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CREATE INDEX IF NOT EXISTS idx_fpa_subscription ON customer_fixed_price_agreements(subscription_id);
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CREATE INDEX IF NOT EXISTS idx_fpa_status ON customer_fixed_price_agreements(status);
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CREATE INDEX IF NOT EXISTS idx_fpa_dates ON customer_fixed_price_agreements(start_date, end_date);
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-- Trigger to auto-generate agreement_number
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CREATE OR REPLACE FUNCTION generate_fpa_number()
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RETURNS TRIGGER AS $$
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DECLARE
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new_number VARCHAR(50);
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day_count INTEGER;
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BEGIN
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-- Count agreements created today
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SELECT COUNT(*) INTO day_count
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FROM customer_fixed_price_agreements
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WHERE DATE(created_at) = CURRENT_DATE;
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-- Generate FPA-YYYYMMDD-XXX
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new_number := 'FPA-' || TO_CHAR(CURRENT_DATE, 'YYYYMMDD') || '-' || LPAD((day_count + 1)::TEXT, 3, '0');
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NEW.agreement_number := new_number;
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-- Calculate binding_end_date
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IF NEW.binding_months > 0 THEN
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NEW.binding_end_date := NEW.start_date + (NEW.binding_months || ' months')::INTERVAL;
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ELSE
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NEW.binding_end_date := NULL;
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END IF;
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RETURN NEW;
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END;
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$$ LANGUAGE plpgsql;
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CREATE TRIGGER trigger_generate_fpa_number
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BEFORE INSERT OR UPDATE ON customer_fixed_price_agreements
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FOR EACH ROW
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EXECUTE FUNCTION generate_fpa_number();
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-- Update timestamp trigger
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CREATE TRIGGER trigger_fpa_updated_at
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BEFORE UPDATE ON customer_fixed_price_agreements
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FOR EACH ROW
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EXECUTE FUNCTION update_updated_at_column();
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COMMENT ON TABLE customer_fixed_price_agreements IS
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'Fixed-price monthly hour agreements. Ready for v2 subscription system integration via subscription_id column.';
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COMMENT ON COLUMN customer_fixed_price_agreements.subscription_id IS
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'Future: Links to unified subscription system (Phase 2)';
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COMMENT ON COLUMN customer_fixed_price_agreements.internal_cost_rate IS
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'Internal hourly cost for profit margin calculation in reporting';
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COMMENT ON COLUMN customer_fixed_price_agreements.binding_end_date IS
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'Auto-calculated from start_date + binding_months. Enforced during cancellation.';
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