CORP Client Hub schema for invoicing and contracts
cgen-a6404a00b3b041d2b9c61fa935d68ef4
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supabase/migrations/20250301_add_corp_hub_schema.sql
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supabase/migrations/20250301_add_corp_hub_schema.sql
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-- CORP: Enterprise Client Portal Schema
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-- For invoicing, contracts, team management, and reporting
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-- ============================================================================
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-- INVOICES & BILLING
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-- ============================================================================
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create table if not exists public.corp_invoices (
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id uuid primary key default gen_random_uuid(),
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client_company_id uuid not null references public.user_profiles(id) on delete cascade,
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invoice_number text not null unique,
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project_id uuid,
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description text,
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issue_date date not null default now(),
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due_date date not null,
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amount_due numeric(12, 2) not null,
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amount_paid numeric(12, 2) not null default 0,
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status text not null default 'draft' check (status in ('draft', 'sent', 'viewed', 'paid', 'overdue', 'cancelled')),
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currency text not null default 'USD',
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notes text,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create index if not exists corp_invoices_client_idx on public.corp_invoices (client_company_id);
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create index if not exists corp_invoices_status_idx on public.corp_invoices (status);
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create index if not exists corp_invoices_due_date_idx on public.corp_invoices (due_date);
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create index if not exists corp_invoices_number_idx on public.corp_invoices (invoice_number);
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-- Invoice Line Items
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create table if not exists public.corp_invoice_items (
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id uuid primary key default gen_random_uuid(),
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invoice_id uuid not null references public.corp_invoices(id) on delete cascade,
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description text not null,
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quantity numeric(10, 2) not null default 1,
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unit_price numeric(12, 2) not null,
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amount numeric(12, 2) not null,
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category text, -- 'service', 'product', 'license', etc.
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created_at timestamptz not null default now()
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);
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create index if not exists corp_invoice_items_invoice_idx on public.corp_invoice_items (invoice_id);
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-- Payments received on invoices
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create table if not exists public.corp_invoice_payments (
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id uuid primary key default gen_random_uuid(),
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invoice_id uuid not null references public.corp_invoices(id) on delete cascade,
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amount_paid numeric(12, 2) not null,
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payment_date date not null default now(),
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payment_method text not null default 'bank_transfer', -- 'stripe', 'bank_transfer', 'check', etc.
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reference_number text,
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notes text,
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created_at timestamptz not null default now()
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);
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create index if not exists corp_invoice_payments_invoice_idx on public.corp_invoice_payments (invoice_id);
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-- ============================================================================
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-- CONTRACTS & AGREEMENTS
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-- ============================================================================
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create table if not exists public.corp_contracts (
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id uuid primary key default gen_random_uuid(),
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client_company_id uuid not null references public.user_profiles(id) on delete cascade,
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vendor_id uuid not null references public.user_profiles(id) on delete cascade,
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contract_name text not null,
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contract_type text not null check (contract_type in ('service', 'retainer', 'license', 'nda', 'other')),
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description text,
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start_date date,
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end_date date,
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contract_value numeric(12, 2),
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status text not null default 'draft' check (status in ('draft', 'pending_approval', 'signed', 'active', 'completed', 'terminated', 'archived')),
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document_url text, -- URL to signed document
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signed_at timestamptz,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create index if not exists corp_contracts_client_idx on public.corp_contracts (client_company_id);
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create index if not exists corp_contracts_vendor_idx on public.corp_contracts (vendor_id);
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create index if not exists corp_contracts_status_idx on public.corp_contracts (status);
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-- Contract Milestones
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create table if not exists public.corp_contract_milestones (
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id uuid primary key default gen_random_uuid(),
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contract_id uuid not null references public.corp_contracts(id) on delete cascade,
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milestone_name text not null,
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description text,
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due_date date,
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deliverables text,
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status text not null default 'pending' check (status in ('pending', 'in_progress', 'completed', 'blocked')),
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create index if not exists corp_contract_milestones_contract_idx on public.corp_contract_milestones (contract_id);
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-- ============================================================================
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-- TEAM COLLABORATION
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-- ============================================================================
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create table if not exists public.corp_team_members (
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id uuid primary key default gen_random_uuid(),
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company_id uuid not null references public.user_profiles(id) on delete cascade,
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user_id uuid not null references public.user_profiles(id) on delete cascade,
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role text not null check (role in ('owner', 'admin', 'member', 'viewer')),
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email text not null,
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full_name text,
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job_title text,
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status text not null default 'active' check (status in ('active', 'inactive', 'pending_invite')),
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invited_at timestamptz,
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joined_at timestamptz,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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unique(company_id, user_id)
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);
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create index if not exists corp_team_members_company_idx on public.corp_team_members (company_id);
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create index if not exists corp_team_members_user_idx on public.corp_team_members (user_id);
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-- Activity Log (for audit trail)
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create table if not exists public.corp_activity_log (
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id uuid primary key default gen_random_uuid(),
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company_id uuid not null references public.user_profiles(id) on delete cascade,
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actor_id uuid not null references public.user_profiles(id) on delete cascade,
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action text not null, -- 'created_invoice', 'sent_contract', 'paid_invoice', etc.
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resource_type text, -- 'invoice', 'contract', 'team_member'
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resource_id uuid,
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metadata jsonb,
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ip_address text,
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user_agent text,
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created_at timestamptz not null default now()
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);
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create index if not exists corp_activity_log_company_idx on public.corp_activity_log (company_id);
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create index if not exists corp_activity_log_actor_idx on public.corp_activity_log (actor_id);
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create index if not exists corp_activity_log_created_idx on public.corp_activity_log (created_at desc);
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-- ============================================================================
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-- PROJECTS & TRACKING
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-- ============================================================================
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create table if not exists public.corp_projects (
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id uuid primary key default gen_random_uuid(),
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client_company_id uuid not null references public.user_profiles(id) on delete cascade,
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project_name text not null,
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description text,
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status text not null default 'active' check (status in ('planning', 'active', 'paused', 'completed', 'archived')),
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budget numeric(12, 2),
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spent numeric(12, 2) default 0,
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start_date date,
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end_date date,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create index if not exists corp_projects_client_idx on public.corp_projects (client_company_id);
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create index if not exists corp_projects_status_idx on public.corp_projects (status);
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-- ============================================================================
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-- ANALYTICS & REPORTING
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-- ============================================================================
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create table if not exists public.corp_financial_summary (
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id uuid primary key default gen_random_uuid(),
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company_id uuid not null unique references public.user_profiles(id) on delete cascade,
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period_start date not null,
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period_end date not null,
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total_invoiced numeric(12, 2) default 0,
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total_paid numeric(12, 2) default 0,
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total_overdue numeric(12, 2) default 0,
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active_contracts int default 0,
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completed_contracts int default 0,
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total_contract_value numeric(12, 2) default 0,
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average_payment_days int,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create index if not exists corp_financial_summary_company_idx on public.corp_financial_summary (company_id);
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-- ============================================================================
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-- RLS POLICIES
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-- ============================================================================
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alter table public.corp_invoices enable row level security;
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alter table public.corp_invoice_items enable row level security;
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alter table public.corp_invoice_payments enable row level security;
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alter table public.corp_contracts enable row level security;
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alter table public.corp_contract_milestones enable row level security;
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alter table public.corp_team_members enable row level security;
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alter table public.corp_activity_log enable row level security;
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alter table public.corp_projects enable row level security;
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alter table public.corp_financial_summary enable row level security;
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-- Invoices: client and team members can view
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create policy "Invoices visible to client and team" on public.corp_invoices
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for select using (
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auth.uid() = client_company_id or
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exists(select 1 from public.corp_team_members where company_id = client_company_id and user_id = auth.uid())
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);
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create policy "Client creates invoices" on public.corp_invoices
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for insert with check (auth.uid() = client_company_id);
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create policy "Client manages invoices" on public.corp_invoices
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for update using (auth.uid() = client_company_id);
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-- Contracts: parties involved can view
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create policy "Contracts visible to involved parties" on public.corp_contracts
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for select using (
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auth.uid() = client_company_id or auth.uid() = vendor_id or
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exists(select 1 from public.corp_team_members where company_id = client_company_id and user_id = auth.uid())
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);
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-- Team: company members can view
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create policy "Team members visible to company" on public.corp_team_members
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for select using (
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auth.uid() = company_id or
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exists(select 1 from public.corp_team_members where company_id = company_id and user_id = auth.uid())
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);
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-- Activity: company members can view
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create policy "Activity visible to company" on public.corp_activity_log
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for select using (
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exists(select 1 from public.corp_team_members where company_id = company_id and user_id = auth.uid())
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);
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-- ============================================================================
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-- TRIGGERS
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-- ============================================================================
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create or replace function public.set_updated_at()
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returns trigger as $$
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begin
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new.updated_at = now();
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return new;
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end;
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$$ language plpgsql;
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create trigger corp_invoices_set_updated_at before update on public.corp_invoices for each row execute function public.set_updated_at();
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create trigger corp_contracts_set_updated_at before update on public.corp_contracts for each row execute function public.set_updated_at();
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create trigger corp_contract_milestones_set_updated_at before update on public.corp_contract_milestones for each row execute function public.set_updated_at();
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create trigger corp_team_members_set_updated_at before update on public.corp_team_members for each row execute function public.set_updated_at();
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create trigger corp_projects_set_updated_at before update on public.corp_projects for each row execute function public.set_updated_at();
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create trigger corp_financial_summary_set_updated_at before update on public.corp_financial_summary for each row execute function public.set_updated_at();
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-- ============================================================================
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-- COMMENTS
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-- ============================================================================
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comment on table public.corp_invoices is 'Invoices issued by the company to clients';
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comment on table public.corp_invoice_items is 'Line items on invoices';
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comment on table public.corp_invoice_payments is 'Payments received on invoices';
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comment on table public.corp_contracts is 'Contracts with vendors and clients';
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comment on table public.corp_team_members is 'Team members with access to the hub';
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comment on table public.corp_activity_log is 'Audit trail of all activities';
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comment on table public.corp_projects is 'Client projects for tracking work';
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comment on table public.corp_financial_summary is 'Financial summary and metrics';
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