[MMD-010] feat: Add fiados schema for customer credit management
- Create customer_credit_accounts table - Create fiados table for credit sales - Create fiado_payments table for payment tracking - Add view v_customer_credit_summary - Add indexes and RLS policies Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Adrian Flores Cortes
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190
init/13-fiados-schema.sql
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190
init/13-fiados-schema.sql
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-- ===========================================
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-- MECANICAS DIESEL - Fiados (Credit) Schema
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-- ===========================================
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-- Sistema de crédito para clientes
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-- Tracking de ventas a crédito y pagos
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SET search_path TO service_management, public;
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-- -------------------------------------------
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-- CUSTOMER_CREDIT_ACCOUNTS - Cuentas de crédito
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-- -------------------------------------------
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CREATE TABLE IF NOT EXISTS service_management.customer_credit_accounts (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL,
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customer_id UUID NOT NULL REFERENCES service_management.customers(id),
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-- Límites de crédito
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credit_limit DECIMAL(12,2) DEFAULT 0 CHECK (credit_limit >= 0),
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credit_days INTEGER DEFAULT 30 CHECK (credit_days >= 0),
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-- Balances
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current_balance DECIMAL(12,2) DEFAULT 0, -- Puede ser positivo (debe) o negativo (a favor)
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-- Estadísticas
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total_credit_given DECIMAL(14,2) DEFAULT 0,
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total_payments_received DECIMAL(14,2) DEFAULT 0,
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overdue_amount DECIMAL(12,2) DEFAULT 0,
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-- Estado
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is_active BOOLEAN DEFAULT true,
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is_frozen BOOLEAN DEFAULT false, -- Congelar crédito si hay problemas
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frozen_reason TEXT,
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frozen_at TIMESTAMP WITH TIME ZONE,
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frozen_by UUID,
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-- Audit
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created_by UUID,
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created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
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updated_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
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CONSTRAINT uq_customer_credit_account UNIQUE (tenant_id, customer_id)
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);
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CREATE INDEX idx_credit_accounts_tenant ON service_management.customer_credit_accounts(tenant_id);
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CREATE INDEX idx_credit_accounts_customer ON service_management.customer_credit_accounts(customer_id);
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CREATE INDEX idx_credit_accounts_balance ON service_management.customer_credit_accounts(tenant_id, current_balance) WHERE current_balance > 0;
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CREATE INDEX idx_credit_accounts_overdue ON service_management.customer_credit_accounts(tenant_id, overdue_amount) WHERE overdue_amount > 0;
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CREATE TRIGGER trg_credit_accounts_updated_at
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BEFORE UPDATE ON service_management.customer_credit_accounts
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FOR EACH ROW EXECUTE FUNCTION trigger_set_updated_at();
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-- RLS
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SELECT create_tenant_rls_policies('service_management', 'customer_credit_accounts');
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-- -------------------------------------------
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-- FIADOS - Ventas a crédito
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-- -------------------------------------------
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CREATE TABLE IF NOT EXISTS service_management.fiados (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL,
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-- Relaciones
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customer_id UUID NOT NULL REFERENCES service_management.customers(id),
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credit_account_id UUID NOT NULL REFERENCES service_management.customer_credit_accounts(id),
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order_id UUID REFERENCES service_management.service_orders(id),
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-- Identificación
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fiado_number VARCHAR(20) NOT NULL,
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-- Monto
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original_amount DECIMAL(12,2) NOT NULL CHECK (original_amount > 0),
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remaining_amount DECIMAL(12,2) NOT NULL CHECK (remaining_amount >= 0),
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-- Fechas
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issued_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
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due_at TIMESTAMP WITH TIME ZONE NOT NULL,
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paid_at TIMESTAMP WITH TIME ZONE,
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-- Estado
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status VARCHAR(20) DEFAULT 'pending'
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CHECK (status IN ('pending', 'partial', 'paid', 'overdue', 'cancelled', 'written_off')),
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-- Descripción
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description TEXT,
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notes TEXT,
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-- Audit
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created_by UUID,
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created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
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updated_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
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CONSTRAINT uq_fiado_number UNIQUE (tenant_id, fiado_number)
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);
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CREATE INDEX idx_fiados_tenant ON service_management.fiados(tenant_id);
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CREATE INDEX idx_fiados_customer ON service_management.fiados(customer_id);
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CREATE INDEX idx_fiados_account ON service_management.fiados(credit_account_id);
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CREATE INDEX idx_fiados_order ON service_management.fiados(order_id);
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CREATE INDEX idx_fiados_status ON service_management.fiados(tenant_id, status);
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CREATE INDEX idx_fiados_due ON service_management.fiados(due_at) WHERE status IN ('pending', 'partial');
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CREATE INDEX idx_fiados_overdue ON service_management.fiados(tenant_id, due_at) WHERE status = 'overdue';
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CREATE TRIGGER trg_fiados_updated_at
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BEFORE UPDATE ON service_management.fiados
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FOR EACH ROW EXECUTE FUNCTION trigger_set_updated_at();
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-- RLS
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SELECT create_tenant_rls_policies('service_management', 'fiados');
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-- -------------------------------------------
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-- FIADO_PAYMENTS - Pagos/Abonos a fiados
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-- -------------------------------------------
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CREATE TABLE IF NOT EXISTS service_management.fiado_payments (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL,
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-- Relaciones
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customer_id UUID NOT NULL REFERENCES service_management.customers(id),
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credit_account_id UUID NOT NULL REFERENCES service_management.customer_credit_accounts(id),
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fiado_id UUID REFERENCES service_management.fiados(id), -- NULL si es pago general a cuenta
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-- Identificación
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payment_number VARCHAR(20) NOT NULL,
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-- Monto
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amount DECIMAL(12,2) NOT NULL CHECK (amount > 0),
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-- Método de pago
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payment_method VARCHAR(20) NOT NULL
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CHECK (payment_method IN ('cash', 'card', 'transfer', 'check', 'other')),
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payment_reference VARCHAR(100), -- Referencia de transferencia, número de cheque, etc.
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-- Descripción
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notes TEXT,
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-- Audit
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received_by UUID,
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created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
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CONSTRAINT uq_payment_number UNIQUE (tenant_id, payment_number)
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);
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CREATE INDEX idx_fiado_payments_tenant ON service_management.fiado_payments(tenant_id);
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CREATE INDEX idx_fiado_payments_customer ON service_management.fiado_payments(customer_id);
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CREATE INDEX idx_fiado_payments_account ON service_management.fiado_payments(credit_account_id);
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CREATE INDEX idx_fiado_payments_fiado ON service_management.fiado_payments(fiado_id);
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CREATE INDEX idx_fiado_payments_date ON service_management.fiado_payments(created_at DESC);
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-- RLS
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SELECT create_tenant_rls_policies('service_management', 'fiado_payments');
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-- -------------------------------------------
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-- COMMENTS
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-- -------------------------------------------
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COMMENT ON TABLE service_management.customer_credit_accounts IS 'Cuentas de crédito de clientes';
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COMMENT ON COLUMN service_management.customer_credit_accounts.current_balance IS 'Saldo actual: positivo = cliente debe, negativo = saldo a favor';
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COMMENT ON COLUMN service_management.customer_credit_accounts.is_frozen IS 'Crédito congelado por morosidad u otra razón';
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COMMENT ON TABLE service_management.fiados IS 'Ventas a crédito (fiados) individuales';
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COMMENT ON COLUMN service_management.fiados.fiado_number IS 'Número único de fiado (F-001, F-002, etc.)';
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COMMENT ON COLUMN service_management.fiados.remaining_amount IS 'Monto pendiente de pago';
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COMMENT ON COLUMN service_management.fiados.due_at IS 'Fecha de vencimiento basada en credit_days del cliente';
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COMMENT ON TABLE service_management.fiado_payments IS 'Pagos/abonos recibidos para fiados';
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COMMENT ON COLUMN service_management.fiado_payments.fiado_id IS 'NULL si el pago se aplica a la cuenta general, no a un fiado específico';
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-- -------------------------------------------
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-- VIEW: Customer Credit Summary
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-- -------------------------------------------
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CREATE OR REPLACE VIEW service_management.v_customer_credit_summary AS
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SELECT
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ca.tenant_id,
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ca.customer_id,
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c.name AS customer_name,
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c.phone AS customer_phone,
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ca.credit_limit,
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ca.credit_days,
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ca.current_balance,
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ca.credit_limit - ca.current_balance AS available_credit,
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ca.overdue_amount,
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ca.is_active,
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ca.is_frozen,
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(SELECT COUNT(*) FROM service_management.fiados f WHERE f.credit_account_id = ca.id AND f.status IN ('pending', 'partial', 'overdue')) AS pending_fiados_count,
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(SELECT COALESCE(SUM(f.remaining_amount), 0) FROM service_management.fiados f WHERE f.credit_account_id = ca.id AND f.status = 'overdue') AS overdue_fiados_amount,
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(SELECT MAX(fp.created_at) FROM service_management.fiado_payments fp WHERE fp.credit_account_id = ca.id) AS last_payment_at
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FROM service_management.customer_credit_accounts ca
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JOIN service_management.customers c ON c.id = ca.customer_id;
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COMMENT ON VIEW service_management.v_customer_credit_summary IS 'Resumen de crédito por cliente con estadísticas';
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