Files
agenciapsilmno/database-novo/schema/04_tables/financeiro.sql
T
Leonardo dba595fd2d db: migration session_default_notes_field + schema regenerado
Migration 20260511000001 adiciona campo 'notes' (Observacao, textarea,
sort_order=30) como campo extra default no commitment determinado 'Sessao'.
Antes Sessao era a unica excecao entre os nativos — Leitura/Supervisao/
Aula/Analise ja tinham. Padroniza pra que a Observacao da sessao siga o
mesmo mecanismo de extra_fields dos outros, e o frontend remova a textarea
hardcoded do AgendaEventDialog (proximo commit).

Backfill: insere 'notes' em TODOS os commitments Sessao ja existentes
(idempotente). Forward-fix: substitui a funcao seed_determined_commitments
incluindo o bloco de Sessao + 'notes' pra novos tenants.

Schema regenerado via db.cjs schema-export pra refletir o estado pos-
migration. agenciapsi-db-dashboard.html regenerado pelo
generate-dashboard.cjs.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 16:56:59 -03:00

202 lines
8.8 KiB
SQL

-- Tables: Financeiro
-- Gerado automaticamente em 2026-05-11T16:53:50.926Z
-- Total: 10
CREATE TABLE public.financial_records (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
tenant_id uuid NOT NULL,
type public.financial_record_type DEFAULT 'receita'::public.financial_record_type NOT NULL,
amount numeric(10,2) NOT NULL,
description text,
category text,
payment_method text,
paid_at timestamp with time zone,
due_date date,
installments smallint DEFAULT 1,
installment_number smallint DEFAULT 1,
installment_group uuid,
agenda_evento_id uuid,
patient_id uuid,
clinic_fee_pct numeric(5,2) DEFAULT 0,
clinic_fee_amount numeric(10,2) DEFAULT 0,
net_amount numeric(10,2) GENERATED ALWAYS AS ((amount - clinic_fee_amount)) STORED,
insurance_plan_id uuid,
notes text,
tags text[],
created_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL,
deleted_at timestamp with time zone,
discount_amount numeric(10,2) DEFAULT 0 NOT NULL,
final_amount numeric(10,2) DEFAULT 0 NOT NULL,
status text DEFAULT 'pending'::text NOT NULL,
category_id uuid,
CONSTRAINT financial_records_amount_check CHECK ((amount >= (0)::numeric)),
CONSTRAINT financial_records_clinic_fee_amount_check CHECK ((clinic_fee_amount >= (0)::numeric)),
CONSTRAINT financial_records_clinic_fee_pct_check CHECK (((clinic_fee_pct >= (0)::numeric) AND (clinic_fee_pct <= (100)::numeric))),
CONSTRAINT financial_records_discount_amount_check CHECK ((discount_amount >= (0)::numeric)),
CONSTRAINT financial_records_fee_lte_amount_chk CHECK (((clinic_fee_amount IS NULL) OR ((clinic_fee_amount >= (0)::numeric) AND (clinic_fee_amount <= amount)))),
CONSTRAINT financial_records_final_amount_check CHECK ((final_amount >= (0)::numeric)),
CONSTRAINT financial_records_installments_check CHECK ((installments >= 1)),
CONSTRAINT financial_records_status_check CHECK ((status = ANY (ARRAY['pending'::text, 'paid'::text, 'partial'::text, 'overdue'::text, 'cancelled'::text, 'refunded'::text])))
);
CREATE TABLE public.therapist_payouts (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
tenant_id uuid NOT NULL,
period_start date NOT NULL,
period_end date NOT NULL,
total_sessions integer DEFAULT 0 NOT NULL,
gross_amount numeric(10,2) DEFAULT 0 NOT NULL,
clinic_fee_total numeric(10,2) DEFAULT 0 NOT NULL,
net_amount numeric(10,2) DEFAULT 0 NOT NULL,
status text DEFAULT 'pending'::text NOT NULL,
paid_at timestamp with time zone,
notes text,
created_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL,
CONSTRAINT therapist_payouts_clinic_fee_total_check CHECK ((clinic_fee_total >= (0)::numeric)),
CONSTRAINT therapist_payouts_gross_amount_check CHECK ((gross_amount >= (0)::numeric)),
CONSTRAINT therapist_payouts_net_amount_check CHECK ((net_amount >= (0)::numeric)),
CONSTRAINT therapist_payouts_period_chk CHECK ((period_end >= period_start)),
CONSTRAINT therapist_payouts_status_check CHECK ((status = ANY (ARRAY['pending'::text, 'paid'::text, 'cancelled'::text])))
);
CREATE TABLE public.financial_categories (
id uuid DEFAULT gen_random_uuid() NOT NULL,
user_id uuid NOT NULL,
name text NOT NULL,
type public.financial_record_type DEFAULT 'receita'::public.financial_record_type NOT NULL,
color text DEFAULT '#6366f1'::text,
icon text DEFAULT 'pi pi-tag'::text,
sort_order integer DEFAULT 0,
created_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.financial_exceptions (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid,
tenant_id uuid NOT NULL,
exception_type text NOT NULL,
charge_mode text NOT NULL,
charge_value numeric(10,2),
charge_pct numeric(5,2),
min_hours_notice integer,
created_at timestamp with time zone DEFAULT now(),
updated_at timestamp with time zone DEFAULT now(),
CONSTRAINT financial_exceptions_charge_chk CHECK ((charge_mode = ANY (ARRAY['none'::text, 'full'::text, 'fixed_fee'::text, 'percentage'::text]))),
CONSTRAINT financial_exceptions_type_chk CHECK ((exception_type = ANY (ARRAY['patient_no_show'::text, 'patient_cancellation'::text, 'professional_cancellation'::text])))
);
CREATE TABLE public.payment_settings (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
tenant_id uuid,
pix_ativo boolean DEFAULT false NOT NULL,
pix_tipo text DEFAULT 'cpf'::text NOT NULL,
pix_chave text DEFAULT ''::text NOT NULL,
pix_nome_titular text DEFAULT ''::text NOT NULL,
deposito_ativo boolean DEFAULT false NOT NULL,
deposito_banco text DEFAULT ''::text NOT NULL,
deposito_agencia text DEFAULT ''::text NOT NULL,
deposito_conta text DEFAULT ''::text NOT NULL,
deposito_tipo_conta text DEFAULT 'corrente'::text NOT NULL,
deposito_titular text DEFAULT ''::text NOT NULL,
deposito_cpf_cnpj text DEFAULT ''::text NOT NULL,
dinheiro_ativo boolean DEFAULT false NOT NULL,
cartao_ativo boolean DEFAULT false NOT NULL,
cartao_instrucao text DEFAULT ''::text NOT NULL,
convenio_ativo boolean DEFAULT false NOT NULL,
convenio_lista text DEFAULT ''::text NOT NULL,
observacoes_pagamento text DEFAULT ''::text NOT NULL,
created_at timestamp with time zone DEFAULT now(),
updated_at timestamp with time zone DEFAULT now()
);
CREATE TABLE public.professional_pricing (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
tenant_id uuid NOT NULL,
determined_commitment_id uuid,
price numeric(10,2) NOT NULL,
notes text,
created_at timestamp with time zone DEFAULT now(),
updated_at timestamp with time zone DEFAULT now()
);
CREATE TABLE public.recurrence_exceptions (
id uuid DEFAULT gen_random_uuid() NOT NULL,
recurrence_id uuid NOT NULL,
tenant_id uuid NOT NULL,
original_date date NOT NULL,
type public.recurrence_exception_type NOT NULL,
new_date date,
new_start_time time without time zone,
new_end_time time without time zone,
modalidade text,
observacoes text,
titulo_custom text,
extra_fields jsonb,
reason text,
agenda_evento_id uuid,
created_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.recurrence_rule_services (
id uuid DEFAULT gen_random_uuid() NOT NULL,
rule_id uuid NOT NULL,
service_id uuid NOT NULL,
quantity integer DEFAULT 1 NOT NULL,
unit_price numeric(10,2) NOT NULL,
discount_pct numeric(5,2) DEFAULT 0,
discount_flat numeric(10,2) DEFAULT 0,
final_price numeric(10,2) NOT NULL,
created_at timestamp with time zone DEFAULT now(),
CONSTRAINT recurrence_rule_services_disc_flat_chk CHECK ((discount_flat >= (0)::numeric)),
CONSTRAINT recurrence_rule_services_disc_pct_chk CHECK (((discount_pct >= (0)::numeric) AND (discount_pct <= (100)::numeric))),
CONSTRAINT recurrence_rule_services_final_price_chk CHECK ((final_price >= (0)::numeric)),
CONSTRAINT recurrence_rule_services_quantity_chk CHECK ((quantity > 0))
);
CREATE TABLE public.recurrence_rules (
id uuid DEFAULT gen_random_uuid() NOT NULL,
tenant_id uuid NOT NULL,
owner_id uuid NOT NULL,
therapist_id uuid,
patient_id uuid,
determined_commitment_id uuid,
type public.recurrence_type DEFAULT 'weekly'::public.recurrence_type NOT NULL,
"interval" smallint DEFAULT 1 NOT NULL,
weekdays smallint[] DEFAULT '{}'::smallint[] NOT NULL,
start_time time without time zone NOT NULL,
end_time time without time zone NOT NULL,
timezone text DEFAULT 'America/Sao_Paulo'::text NOT NULL,
duration_min smallint DEFAULT 50 NOT NULL,
start_date date NOT NULL,
end_date date,
max_occurrences integer,
open_ended boolean DEFAULT true NOT NULL,
modalidade text DEFAULT 'presencial'::text,
titulo_custom text,
observacoes text,
extra_fields jsonb,
status text DEFAULT 'ativo'::text NOT NULL,
created_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL,
price numeric(10,2),
insurance_plan_id uuid,
insurance_guide_number text,
insurance_value numeric(10,2),
insurance_plan_service_id uuid,
CONSTRAINT recurrence_rules_dates_chk CHECK (((end_date IS NULL) OR (end_date >= start_date))),
CONSTRAINT recurrence_rules_interval_chk CHECK (("interval" >= 1)),
CONSTRAINT recurrence_rules_status_check CHECK ((status = ANY (ARRAY['ativo'::text, 'pausado'::text, 'cancelado'::text]))),
CONSTRAINT recurrence_rules_times_chk CHECK ((end_time > start_time))
);
CREATE TABLE public.therapist_payout_records (
payout_id uuid NOT NULL,
financial_record_id uuid NOT NULL
);