feat: add cross-organization member search and template cloning functionality
This commit is contained in:
T. Zehetbauer
@@ -0,0 +1,13 @@
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/*
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* Pre-module enum values: add all module-specific permission enum values
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* in a separate transaction. Postgres requires new enum values to be
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* committed before they can be used in policies/functions.
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*
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* Covers: fischerei, sitzungsprotokolle, verbandsverwaltung
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*/
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'fischerei.read';
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'fischerei.write';
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'meetings.read';
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'meetings.write';
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'verband.read';
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'verband.write';
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@@ -40,11 +40,10 @@ CREATE TYPE public.fish_size_category AS ENUM(
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-- =====================================================
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-- 2. Extend app_permissions
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-- (Moved to 20260411900001_fischerei_enum_values.sql — Postgres requires
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-- new enum values to be committed in a separate transaction)
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-- =====================================================
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'fischerei.read';
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'fischerei.write';
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-- =====================================================
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-- 3. cost_centers (shared, may already exist)
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-- =====================================================
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@@ -7,11 +7,9 @@
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-- =====================================================
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-- 1. Extend app_permissions
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-- (Moved to 20260411900001_fischerei_enum_values.sql)
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-- =====================================================
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'meetings.read';
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'meetings.write';
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-- =====================================================
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-- 2. Enums
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-- =====================================================
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@@ -8,11 +8,9 @@
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-- =====================================================
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-- 1. Extend app_permissions
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-- (Moved to 20260411900001_fischerei_enum_values.sql)
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-- =====================================================
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'verband.read';
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ALTER TYPE public.app_permissions ADD VALUE IF NOT EXISTS 'verband.write';
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-- =====================================================
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-- 2. association_types (Verbandsarten)
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-- =====================================================
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@@ -54,16 +54,16 @@ BEGIN
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-- Walk up from the proposed parent; if we find NEW.id, it's a cycle
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IF EXISTS (
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WITH RECURSIVE ancestors AS (
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SELECT id, parent_account_id
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FROM public.accounts
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WHERE id = NEW.parent_account_id
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SELECT acc.id, acc.parent_account_id, ARRAY[acc.id] AS path
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FROM public.accounts acc
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WHERE acc.id = NEW.parent_account_id
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UNION ALL
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SELECT a.id, a.parent_account_id
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SELECT a.id, a.parent_account_id, anc.path || a.id
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FROM public.accounts a
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JOIN ancestors anc ON a.id = anc.parent_account_id
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WHERE NOT a.id = ANY(anc.path) -- cycle guard
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)
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CYCLE id SET is_cycle USING path
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SELECT 1 FROM ancestors WHERE id = NEW.id AND NOT is_cycle
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SELECT 1 FROM ancestors WHERE id = NEW.id
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) THEN
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RAISE EXCEPTION 'Setting parent_account_id would create a hierarchy cycle';
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END IF;
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@@ -73,7 +73,9 @@ BEGIN
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END;
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$$;
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CREATE OR REPLACE TRIGGER prevent_account_hierarchy_cycle
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DROP TRIGGER IF EXISTS prevent_account_hierarchy_cycle ON public.accounts;
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CREATE TRIGGER prevent_account_hierarchy_cycle
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BEFORE INSERT OR UPDATE OF parent_account_id
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ON public.accounts
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FOR EACH ROW
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@@ -82,7 +84,8 @@ CREATE OR REPLACE TRIGGER prevent_account_hierarchy_cycle
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-- -------------------------------------------------------
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-- Helper: get all descendant account IDs (recursive, cycle-safe)
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-- Restricted to service_role — called via RLS helper functions
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-- Uses path array for cycle detection (works on Postgres 14+)
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-- Restricted to service_role — called via RLS SECURITY DEFINER functions
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-- -------------------------------------------------------
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CREATE OR REPLACE FUNCTION public.get_account_descendants(root_id uuid)
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RETURNS SETOF uuid
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@@ -90,15 +93,15 @@ LANGUAGE sql STABLE
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SET search_path = ''
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AS $$
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WITH RECURSIVE tree AS (
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SELECT id, parent_account_id
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FROM public.accounts WHERE id = root_id
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SELECT acc.id, ARRAY[acc.id] AS path
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FROM public.accounts acc WHERE acc.id = root_id
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UNION ALL
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SELECT a.id, a.parent_account_id
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SELECT a.id, t.path || a.id
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FROM public.accounts a
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JOIN tree t ON a.parent_account_id = t.id
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WHERE NOT a.id = ANY(t.path)
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)
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CYCLE id SET is_cycle USING path
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SELECT id FROM tree WHERE NOT is_cycle;
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SELECT tree.id FROM tree;
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$$;
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GRANT EXECUTE ON FUNCTION public.get_account_descendants(uuid)
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@@ -106,7 +109,7 @@ GRANT EXECUTE ON FUNCTION public.get_account_descendants(uuid)
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-- -------------------------------------------------------
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-- Helper: get all ancestor account IDs (walk up, cycle-safe)
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-- Restricted to service_role — called via RLS helper functions
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-- Restricted to service_role
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-- -------------------------------------------------------
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CREATE OR REPLACE FUNCTION public.get_account_ancestors(child_id uuid)
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RETURNS SETOF uuid
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@@ -114,15 +117,15 @@ LANGUAGE sql STABLE
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SET search_path = ''
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AS $$
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WITH RECURSIVE tree AS (
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SELECT id, parent_account_id
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FROM public.accounts WHERE id = child_id
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SELECT acc.id, acc.parent_account_id, ARRAY[acc.id] AS path
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FROM public.accounts acc WHERE acc.id = child_id
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UNION ALL
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SELECT a.id, a.parent_account_id
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SELECT a.id, a.parent_account_id, t.path || a.id
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FROM public.accounts a
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JOIN tree t ON a.id = t.parent_account_id
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WHERE NOT a.id = ANY(t.path)
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)
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CYCLE id SET is_cycle USING path
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SELECT id FROM tree WHERE NOT is_cycle;
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SELECT tree.id FROM tree;
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$$;
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GRANT EXECUTE ON FUNCTION public.get_account_ancestors(uuid)
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@@ -138,16 +141,16 @@ LANGUAGE sql STABLE
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SET search_path = ''
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AS $$
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WITH RECURSIVE tree AS (
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SELECT id, parent_account_id, 0 AS depth
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FROM public.accounts
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WHERE id = account_id
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SELECT acc.id, acc.parent_account_id, 0 AS depth, ARRAY[acc.id] AS path
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FROM public.accounts acc
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WHERE acc.id = get_account_depth.account_id
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UNION ALL
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SELECT a.id, a.parent_account_id, t.depth + 1
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SELECT a.id, a.parent_account_id, t.depth + 1, t.path || a.id
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FROM public.accounts a
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JOIN tree t ON a.id = t.parent_account_id
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WHERE NOT a.id = ANY(t.path)
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)
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CYCLE id SET is_cycle USING path
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SELECT MAX(depth) FROM tree WHERE NOT is_cycle;
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SELECT MAX(depth) FROM tree;
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$$;
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GRANT EXECUTE ON FUNCTION public.get_account_depth(uuid)
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@@ -30,7 +30,7 @@ AS $$
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FROM public.accounts_memberships membership
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WHERE membership.user_id = (SELECT auth.uid())
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AND membership.account_id IN (
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SELECT id FROM public.get_account_ancestors(target_account_id)
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SELECT public.get_account_ancestors(target_account_id)
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)
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AND (
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membership.account_role = has_role_on_account_or_ancestor.account_role
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@@ -62,7 +62,7 @@ BEGIN
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JOIN public.role_permissions rp ON am.account_role = rp.role
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WHERE am.user_id = has_permission_or_ancestor.user_id
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AND am.account_id IN (
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SELECT id FROM public.get_account_ancestors(target_account_id)
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SELECT public.get_account_ancestors(target_account_id)
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)
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AND rp.permission = has_permission_or_ancestor.permission_name
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);
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@@ -0,0 +1,109 @@
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/*
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* -------------------------------------------------------
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* Cross-Organization Member Search
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*
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* Enables Verband admins to search members across all
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* descendant accounts in the hierarchy. Uses the existing
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* members_hierarchy_read RLS policy for access control.
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* -------------------------------------------------------
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*/
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-- Enable pg_trgm for trigram-based text search
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CREATE EXTENSION IF NOT EXISTS pg_trgm;
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-- Full-text search index on member names for fast lookups
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CREATE INDEX IF NOT EXISTS ix_members_name_trgm
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ON public.members USING gin (
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(lower(first_name || ' ' || last_name)) gin_trgm_ops
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);
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-- Search members across a hierarchy with text search + filters
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CREATE OR REPLACE FUNCTION public.search_members_across_hierarchy(
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root_account_id uuid,
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search_term text DEFAULT NULL,
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status_filter text DEFAULT NULL,
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account_filter uuid DEFAULT NULL,
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page_number int DEFAULT 1,
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page_size int DEFAULT 25
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)
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RETURNS TABLE (
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id uuid,
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account_id uuid,
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account_name varchar,
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account_slug text,
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member_number text,
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first_name text,
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last_name text,
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email text,
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phone text,
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city text,
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status public.membership_status,
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entry_date date,
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total_count bigint
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)
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LANGUAGE plpgsql
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SECURITY DEFINER
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SET search_path = ''
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AS $$
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DECLARE
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v_offset int;
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v_total bigint;
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BEGIN
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-- Verify caller has a role on the root account
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IF NOT public.has_role_on_account(root_account_id) THEN
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RETURN;
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END IF;
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v_offset := (page_number - 1) * page_size;
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-- Count total matches first
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SELECT count(*) INTO v_total
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FROM public.members m
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JOIN public.accounts a ON a.id = m.account_id
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WHERE m.account_id IN (
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SELECT d.id FROM public.get_account_descendants(root_account_id) d(id)
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)
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AND (search_term IS NULL OR search_term = '' OR
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lower(m.first_name || ' ' || m.last_name) LIKE '%' || lower(search_term) || '%' OR
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lower(m.email) LIKE '%' || lower(search_term) || '%' OR
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m.member_number ILIKE '%' || search_term || '%'
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)
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AND (status_filter IS NULL OR m.status = status_filter::public.membership_status)
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AND (account_filter IS NULL OR m.account_id = account_filter);
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-- Return results with total count
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RETURN QUERY
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SELECT
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m.id,
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m.account_id,
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a.name AS account_name,
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a.slug AS account_slug,
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m.member_number,
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m.first_name,
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m.last_name,
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m.email,
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m.phone,
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m.city,
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m.status,
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m.entry_date,
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v_total AS total_count
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FROM public.members m
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JOIN public.accounts a ON a.id = m.account_id
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WHERE m.account_id IN (
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SELECT d.id FROM public.get_account_descendants(root_account_id) d(id)
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)
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AND (search_term IS NULL OR search_term = '' OR
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lower(m.first_name || ' ' || m.last_name) LIKE '%' || lower(search_term) || '%' OR
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lower(m.email) LIKE '%' || lower(search_term) || '%' OR
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m.member_number ILIKE '%' || search_term || '%'
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)
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AND (status_filter IS NULL OR m.status = status_filter::public.membership_status)
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AND (account_filter IS NULL OR m.account_id = account_filter)
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ORDER BY m.last_name, m.first_name
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LIMIT page_size
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OFFSET v_offset;
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END;
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$$;
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GRANT EXECUTE ON FUNCTION public.search_members_across_hierarchy(uuid, text, text, uuid, int, int)
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TO authenticated, service_role;
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198
apps/web/supabase/migrations/20260414000004_member_transfer.sql
Normal file
198
apps/web/supabase/migrations/20260414000004_member_transfer.sql
Normal file
@@ -0,0 +1,198 @@
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/*
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* -------------------------------------------------------
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* Member Transfer Between Accounts
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*
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* Enables transferring a member from one Verein to another
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* within the same Verband hierarchy.
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*
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* Design:
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* - Personal data always moves with the member
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* - Course enrollments, event registrations, bookings are
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* linked via member_id (not account_id) so they survive
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* the transfer automatically
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* - Only org-specific admin data is cleared:
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* dues_category_id (org-specific pricing),
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* member_number (unique per org)
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* - SEPA bank data (IBAN/BIC) is preserved, but mandate
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* status resets to 'pending' (needs re-confirmation)
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* - Financial records (invoices, SEPA batches) stay in
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* source org — they're legally tied to that entity
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* -------------------------------------------------------
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*/
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-- Transfer log table
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CREATE TABLE IF NOT EXISTS public.member_transfers (
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id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
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member_id uuid NOT NULL REFERENCES public.members(id) ON DELETE CASCADE,
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source_account_id uuid NOT NULL REFERENCES public.accounts(id) ON DELETE SET NULL,
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target_account_id uuid NOT NULL REFERENCES public.accounts(id) ON DELETE SET NULL,
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transferred_by uuid NOT NULL REFERENCES auth.users(id) ON DELETE SET NULL,
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reason text,
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-- Snapshot what was cleared so it can be reviewed later
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cleared_data jsonb NOT NULL DEFAULT '{}'::jsonb,
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transferred_at timestamptz NOT NULL DEFAULT now()
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);
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CREATE INDEX IF NOT EXISTS ix_member_transfers_member
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ON public.member_transfers(member_id);
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CREATE INDEX IF NOT EXISTS ix_member_transfers_source
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ON public.member_transfers(source_account_id);
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CREATE INDEX IF NOT EXISTS ix_member_transfers_target
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ON public.member_transfers(target_account_id);
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ALTER TABLE public.member_transfers ENABLE ROW LEVEL SECURITY;
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REVOKE ALL ON public.member_transfers FROM authenticated, service_role;
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GRANT SELECT, INSERT ON public.member_transfers TO authenticated;
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GRANT ALL ON public.member_transfers TO service_role;
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-- Readable by members of source or target account (or ancestor via hierarchy)
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CREATE POLICY member_transfers_read ON public.member_transfers
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FOR SELECT TO authenticated
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USING (
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public.has_role_on_account_or_ancestor(source_account_id) OR
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public.has_role_on_account_or_ancestor(target_account_id)
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);
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-- -------------------------------------------------------
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-- Transfer function
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--
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-- Only clears org-specific admin data. All cross-org
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-- relationships (courses, events, bookings) survive because
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-- they reference member_id, not account_id.
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-- -------------------------------------------------------
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CREATE OR REPLACE FUNCTION public.transfer_member(
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p_member_id uuid,
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p_target_account_id uuid,
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p_reason text DEFAULT NULL,
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p_keep_sepa boolean DEFAULT true
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)
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RETURNS uuid -- returns the transfer log ID
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LANGUAGE plpgsql
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SECURITY DEFINER
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SET search_path = ''
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AS $$
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DECLARE
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v_source_account_id uuid;
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v_transfer_id uuid;
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v_caller_id uuid;
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v_old_member_number text;
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v_old_dues_category_id uuid;
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v_old_sepa_mandate_id text;
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v_source_name text;
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v_target_name text;
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v_active_courses int;
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v_active_events int;
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BEGIN
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v_caller_id := (SELECT auth.uid());
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-- Get the member's current account and data we'll clear
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SELECT account_id, member_number, dues_category_id, sepa_mandate_id
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INTO v_source_account_id, v_old_member_number, v_old_dues_category_id, v_old_sepa_mandate_id
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FROM public.members
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WHERE id = p_member_id;
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IF v_source_account_id IS NULL THEN
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RAISE EXCEPTION 'Mitglied nicht gefunden';
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END IF;
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IF v_source_account_id = p_target_account_id THEN
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RAISE EXCEPTION 'Mitglied ist bereits in dieser Organisation';
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END IF;
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-- Target must be a team account
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IF NOT EXISTS (
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SELECT 1 FROM public.accounts
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WHERE id = p_target_account_id AND is_personal_account = false
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) THEN
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RAISE EXCEPTION 'Zielorganisation nicht gefunden';
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END IF;
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-- Verify caller has visibility on BOTH accounts via hierarchy
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IF NOT (
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public.has_role_on_account_or_ancestor(v_source_account_id)
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AND public.has_role_on_account_or_ancestor(p_target_account_id)
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) THEN
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RAISE EXCEPTION 'Keine Berechtigung für den Transfer';
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END IF;
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-- Verify both accounts share a common ancestor (same Verband)
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IF NOT EXISTS (
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SELECT 1
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FROM public.get_account_ancestors(v_source_account_id) sa
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JOIN public.get_account_ancestors(p_target_account_id) ta ON sa = ta
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) THEN
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RAISE EXCEPTION 'Organisationen gehören nicht zum selben Verband';
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END IF;
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||||
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||||
-- Get org names for the transfer note
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||||
SELECT name INTO v_source_name FROM public.accounts WHERE id = v_source_account_id;
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||||
SELECT name INTO v_target_name FROM public.accounts WHERE id = p_target_account_id;
|
||||
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||||
-- Count active relationships (informational, for the log)
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||||
SELECT count(*) INTO v_active_courses
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FROM public.course_participants cp
|
||||
JOIN public.courses c ON c.id = cp.course_id
|
||||
WHERE cp.member_id = p_member_id AND cp.status = 'enrolled';
|
||||
|
||||
SELECT count(*) INTO v_active_events
|
||||
FROM public.event_registrations er
|
||||
JOIN public.events e ON e.id = er.event_id
|
||||
WHERE er.email = (SELECT email FROM public.members WHERE id = p_member_id)
|
||||
AND er.status IN ('confirmed', 'pending')
|
||||
AND e.event_date >= current_date;
|
||||
|
||||
-- Perform the transfer
|
||||
UPDATE public.members
|
||||
SET
|
||||
account_id = p_target_account_id,
|
||||
-- Clear org-specific admin data
|
||||
dues_category_id = NULL,
|
||||
member_number = NULL,
|
||||
-- SEPA: keep bank data (IBAN/BIC/account_holder), just reset mandate status
|
||||
sepa_mandate_id = CASE WHEN p_keep_sepa THEN sepa_mandate_id ELSE NULL END,
|
||||
sepa_mandate_date = CASE WHEN p_keep_sepa THEN sepa_mandate_date ELSE NULL END,
|
||||
sepa_mandate_status = 'pending', -- always needs re-confirmation in new org
|
||||
-- Append transfer note
|
||||
notes = COALESCE(notes, '') ||
|
||||
E'\n[Transfer ' || now()::date || '] ' ||
|
||||
v_source_name || ' → ' || v_target_name ||
|
||||
COALESCE(E' — ' || p_reason, '') ||
|
||||
CASE WHEN v_active_courses > 0
|
||||
THEN E'\n ↳ ' || v_active_courses || ' aktive Kurseinschreibungen bleiben erhalten'
|
||||
ELSE '' END ||
|
||||
CASE WHEN v_active_events > 0
|
||||
THEN E'\n ↳ ' || v_active_events || ' aktive Veranstaltungsanmeldungen bleiben erhalten'
|
||||
ELSE '' END,
|
||||
updated_by = v_caller_id,
|
||||
updated_at = now()
|
||||
WHERE id = p_member_id;
|
||||
|
||||
-- Log the transfer with snapshot of cleared data
|
||||
INSERT INTO public.member_transfers (
|
||||
member_id, source_account_id, target_account_id, transferred_by, reason, cleared_data
|
||||
) VALUES (
|
||||
p_member_id,
|
||||
v_source_account_id,
|
||||
p_target_account_id,
|
||||
v_caller_id,
|
||||
p_reason,
|
||||
jsonb_build_object(
|
||||
'old_member_number', v_old_member_number,
|
||||
'old_dues_category_id', v_old_dues_category_id,
|
||||
'old_sepa_mandate_id', v_old_sepa_mandate_id,
|
||||
'active_courses_at_transfer', v_active_courses,
|
||||
'active_events_at_transfer', v_active_events,
|
||||
'sepa_kept', p_keep_sepa
|
||||
)
|
||||
)
|
||||
RETURNING id INTO v_transfer_id;
|
||||
|
||||
RETURN v_transfer_id;
|
||||
END;
|
||||
$$;
|
||||
|
||||
GRANT EXECUTE ON FUNCTION public.transfer_member(uuid, uuid, text, boolean)
|
||||
TO authenticated, service_role;
|
||||
@@ -0,0 +1,270 @@
|
||||
/*
|
||||
* -------------------------------------------------------
|
||||
* Feature: Shared Events, Consolidated SEPA, Reporting
|
||||
*
|
||||
* 1. Shared events: flag on events to share across hierarchy
|
||||
* 2. Consolidated SEPA: Verband-level batch across child accounts
|
||||
* 3. Reporting: aggregated stats RPC functions
|
||||
* -------------------------------------------------------
|
||||
*/
|
||||
|
||||
-- =====================================================
|
||||
-- 1. Shared Events
|
||||
-- =====================================================
|
||||
|
||||
-- Flag to share an event with the entire hierarchy
|
||||
ALTER TABLE public.events
|
||||
ADD COLUMN IF NOT EXISTS shared_with_hierarchy boolean NOT NULL DEFAULT false;
|
||||
|
||||
-- Hierarchy-aware event listing: events visible to current user
|
||||
-- either directly (own account) or via hierarchy sharing
|
||||
CREATE OR REPLACE FUNCTION public.list_hierarchy_events(
|
||||
root_account_id uuid,
|
||||
p_from_date date DEFAULT NULL,
|
||||
p_status text DEFAULT NULL,
|
||||
p_shared_only boolean DEFAULT false,
|
||||
p_page int DEFAULT 1,
|
||||
p_page_size int DEFAULT 25
|
||||
)
|
||||
RETURNS TABLE (
|
||||
id uuid,
|
||||
account_id uuid,
|
||||
account_name varchar,
|
||||
name text,
|
||||
description text,
|
||||
event_date date,
|
||||
event_time time,
|
||||
end_date date,
|
||||
location text,
|
||||
capacity integer,
|
||||
fee numeric,
|
||||
status text,
|
||||
registration_deadline date,
|
||||
registration_count bigint,
|
||||
shared_with_hierarchy boolean,
|
||||
total_count bigint
|
||||
)
|
||||
LANGUAGE plpgsql
|
||||
SECURITY DEFINER
|
||||
SET search_path = ''
|
||||
AS $$
|
||||
DECLARE
|
||||
v_offset int;
|
||||
v_total bigint;
|
||||
BEGIN
|
||||
IF NOT public.has_role_on_account(root_account_id) THEN
|
||||
RETURN;
|
||||
END IF;
|
||||
|
||||
v_offset := (p_page - 1) * p_page_size;
|
||||
|
||||
-- Count
|
||||
SELECT count(*) INTO v_total
|
||||
FROM public.events e
|
||||
WHERE e.account_id IN (SELECT d FROM public.get_account_descendants(root_account_id) d)
|
||||
AND (NOT p_shared_only OR e.shared_with_hierarchy = true)
|
||||
AND (p_from_date IS NULL OR e.event_date >= p_from_date)
|
||||
AND (p_status IS NULL OR e.status = p_status);
|
||||
|
||||
RETURN QUERY
|
||||
SELECT
|
||||
e.id,
|
||||
e.account_id,
|
||||
a.name AS account_name,
|
||||
e.name,
|
||||
e.description,
|
||||
e.event_date,
|
||||
e.event_time,
|
||||
e.end_date,
|
||||
e.location,
|
||||
e.capacity,
|
||||
e.fee,
|
||||
e.status,
|
||||
e.registration_deadline,
|
||||
(SELECT count(*) FROM public.event_registrations er WHERE er.event_id = e.id AND er.status IN ('confirmed', 'pending'))::bigint AS registration_count,
|
||||
e.shared_with_hierarchy,
|
||||
v_total AS total_count
|
||||
FROM public.events e
|
||||
JOIN public.accounts a ON a.id = e.account_id
|
||||
WHERE e.account_id IN (SELECT d FROM public.get_account_descendants(root_account_id) d)
|
||||
AND (NOT p_shared_only OR e.shared_with_hierarchy = true)
|
||||
AND (p_from_date IS NULL OR e.event_date >= p_from_date)
|
||||
AND (p_status IS NULL OR e.status = p_status)
|
||||
ORDER BY e.event_date ASC
|
||||
LIMIT p_page_size OFFSET v_offset;
|
||||
END;
|
||||
$$;
|
||||
|
||||
GRANT EXECUTE ON FUNCTION public.list_hierarchy_events(uuid, date, text, boolean, int, int)
|
||||
TO authenticated, service_role;
|
||||
|
||||
-- =====================================================
|
||||
-- 2. Consolidated SEPA Billing
|
||||
-- =====================================================
|
||||
|
||||
-- Track which child accounts are included in a consolidated batch
|
||||
ALTER TABLE public.sepa_batches
|
||||
ADD COLUMN IF NOT EXISTS is_consolidated boolean NOT NULL DEFAULT false;
|
||||
|
||||
-- RPC: gather members with active SEPA mandates across hierarchy
|
||||
CREATE OR REPLACE FUNCTION public.list_hierarchy_sepa_eligible_members(
|
||||
root_account_id uuid,
|
||||
p_account_filter uuid DEFAULT NULL
|
||||
)
|
||||
RETURNS TABLE (
|
||||
member_id uuid,
|
||||
account_id uuid,
|
||||
account_name varchar,
|
||||
first_name text,
|
||||
last_name text,
|
||||
iban text,
|
||||
bic text,
|
||||
account_holder text,
|
||||
mandate_id text,
|
||||
mandate_date date,
|
||||
dues_amount numeric
|
||||
)
|
||||
LANGUAGE plpgsql
|
||||
SECURITY DEFINER
|
||||
SET search_path = ''
|
||||
AS $$
|
||||
BEGIN
|
||||
IF NOT public.has_role_on_account(root_account_id) THEN
|
||||
RETURN;
|
||||
END IF;
|
||||
|
||||
RETURN QUERY
|
||||
SELECT
|
||||
m.id AS member_id,
|
||||
m.account_id,
|
||||
a.name AS account_name,
|
||||
m.first_name,
|
||||
m.last_name,
|
||||
m.iban,
|
||||
m.bic,
|
||||
m.account_holder,
|
||||
m.sepa_mandate_id AS mandate_id,
|
||||
m.sepa_mandate_date AS mandate_date,
|
||||
COALESCE(dc.amount, 0) AS dues_amount
|
||||
FROM public.members m
|
||||
JOIN public.accounts a ON a.id = m.account_id
|
||||
LEFT JOIN public.dues_categories dc ON dc.id = m.dues_category_id
|
||||
WHERE m.account_id IN (SELECT d FROM public.get_account_descendants(root_account_id) d)
|
||||
AND m.status = 'active'
|
||||
AND m.iban IS NOT NULL
|
||||
AND m.sepa_mandate_status = 'active'
|
||||
AND (p_account_filter IS NULL OR m.account_id = p_account_filter)
|
||||
ORDER BY a.name, m.last_name, m.first_name;
|
||||
END;
|
||||
$$;
|
||||
|
||||
GRANT EXECUTE ON FUNCTION public.list_hierarchy_sepa_eligible_members(uuid, uuid)
|
||||
TO authenticated, service_role;
|
||||
|
||||
-- =====================================================
|
||||
-- 3. Aggregated Reporting
|
||||
-- =====================================================
|
||||
|
||||
-- Comprehensive stats across the hierarchy
|
||||
CREATE OR REPLACE FUNCTION public.get_hierarchy_report(
|
||||
root_account_id uuid
|
||||
)
|
||||
RETURNS TABLE (
|
||||
org_id uuid,
|
||||
org_name varchar,
|
||||
org_slug text,
|
||||
depth int,
|
||||
active_members bigint,
|
||||
inactive_members bigint,
|
||||
total_members bigint,
|
||||
new_members_this_year bigint,
|
||||
active_courses bigint,
|
||||
upcoming_events bigint,
|
||||
open_invoices bigint,
|
||||
open_invoice_amount numeric,
|
||||
sepa_batches_this_year bigint
|
||||
)
|
||||
LANGUAGE plpgsql
|
||||
SECURITY DEFINER
|
||||
SET search_path = ''
|
||||
AS $$
|
||||
BEGIN
|
||||
IF NOT public.has_role_on_account(root_account_id) THEN
|
||||
RETURN;
|
||||
END IF;
|
||||
|
||||
RETURN QUERY
|
||||
WITH descendants AS (
|
||||
SELECT d AS id FROM public.get_account_descendants(root_account_id) d
|
||||
)
|
||||
SELECT
|
||||
a.id AS org_id,
|
||||
a.name AS org_name,
|
||||
a.slug AS org_slug,
|
||||
(SELECT public.get_account_depth(a.id)) AS depth,
|
||||
-- Members
|
||||
(SELECT count(*) FROM public.members m WHERE m.account_id = a.id AND m.status = 'active')::bigint AS active_members,
|
||||
(SELECT count(*) FROM public.members m WHERE m.account_id = a.id AND m.status != 'active')::bigint AS inactive_members,
|
||||
(SELECT count(*) FROM public.members m WHERE m.account_id = a.id)::bigint AS total_members,
|
||||
(SELECT count(*) FROM public.members m WHERE m.account_id = a.id AND m.entry_date >= date_trunc('year', current_date))::bigint AS new_members_this_year,
|
||||
-- Courses
|
||||
(SELECT count(*) FROM public.courses c WHERE c.account_id = a.id AND c.end_date >= current_date)::bigint AS active_courses,
|
||||
-- Events
|
||||
(SELECT count(*) FROM public.events e WHERE e.account_id = a.id AND e.event_date >= current_date AND e.status IN ('planned', 'open'))::bigint AS upcoming_events,
|
||||
-- Finance
|
||||
(SELECT count(*) FROM public.invoices i WHERE i.account_id = a.id AND i.status IN ('sent', 'overdue'))::bigint AS open_invoices,
|
||||
COALESCE((SELECT sum(i.total_amount - i.paid_amount) FROM public.invoices i WHERE i.account_id = a.id AND i.status IN ('sent', 'overdue')), 0) AS open_invoice_amount,
|
||||
(SELECT count(*) FROM public.sepa_batches sb WHERE sb.account_id = a.id AND sb.created_at >= date_trunc('year', current_date))::bigint AS sepa_batches_this_year
|
||||
FROM public.accounts a
|
||||
JOIN descendants d ON d.id = a.id
|
||||
WHERE a.is_personal_account = false
|
||||
ORDER BY a.name;
|
||||
END;
|
||||
$$;
|
||||
|
||||
GRANT EXECUTE ON FUNCTION public.get_hierarchy_report(uuid)
|
||||
TO authenticated, service_role;
|
||||
|
||||
-- Summary totals across entire hierarchy
|
||||
CREATE OR REPLACE FUNCTION public.get_hierarchy_summary(
|
||||
root_account_id uuid
|
||||
)
|
||||
RETURNS TABLE (
|
||||
total_orgs bigint,
|
||||
total_active_members bigint,
|
||||
total_members bigint,
|
||||
new_members_this_year bigint,
|
||||
total_upcoming_events bigint,
|
||||
total_active_courses bigint,
|
||||
total_open_invoices bigint,
|
||||
total_open_invoice_amount numeric,
|
||||
total_sepa_batches_this_year bigint
|
||||
)
|
||||
LANGUAGE plpgsql
|
||||
SECURITY DEFINER
|
||||
SET search_path = ''
|
||||
AS $$
|
||||
BEGIN
|
||||
IF NOT public.has_role_on_account(root_account_id) THEN
|
||||
RETURN;
|
||||
END IF;
|
||||
|
||||
RETURN QUERY
|
||||
WITH desc_ids AS (
|
||||
SELECT d AS id FROM public.get_account_descendants(root_account_id) d
|
||||
)
|
||||
SELECT
|
||||
(SELECT count(*) FROM desc_ids di JOIN public.accounts ac ON ac.id = di.id WHERE ac.is_personal_account = false)::bigint,
|
||||
(SELECT count(*) FROM public.members m WHERE m.account_id IN (SELECT di.id FROM desc_ids di) AND m.status = 'active')::bigint,
|
||||
(SELECT count(*) FROM public.members m WHERE m.account_id IN (SELECT di.id FROM desc_ids di))::bigint,
|
||||
(SELECT count(*) FROM public.members m WHERE m.account_id IN (SELECT di.id FROM desc_ids di) AND m.entry_date >= date_trunc('year', current_date))::bigint,
|
||||
(SELECT count(*) FROM public.events e WHERE e.account_id IN (SELECT di.id FROM desc_ids di) AND e.event_date >= current_date AND e.status IN ('planned', 'open'))::bigint,
|
||||
(SELECT count(*) FROM public.courses c WHERE c.account_id IN (SELECT di.id FROM desc_ids di) AND c.end_date >= current_date)::bigint,
|
||||
(SELECT count(*) FROM public.invoices i WHERE i.account_id IN (SELECT di.id FROM desc_ids di) AND i.status IN ('sent', 'overdue'))::bigint,
|
||||
COALESCE((SELECT sum(i.total_amount - i.paid_amount) FROM public.invoices i WHERE i.account_id IN (SELECT di.id FROM desc_ids di) AND i.status IN ('sent', 'overdue')), 0),
|
||||
(SELECT count(*) FROM public.sepa_batches sb WHERE sb.account_id IN (SELECT di.id FROM desc_ids di) AND sb.created_at >= date_trunc('year', current_date))::bigint;
|
||||
END;
|
||||
$$;
|
||||
|
||||
GRANT EXECUTE ON FUNCTION public.get_hierarchy_summary(uuid)
|
||||
TO authenticated, service_role;
|
||||
282
apps/web/supabase/migrations/20260414000006_shared_templates.sql
Normal file
282
apps/web/supabase/migrations/20260414000006_shared_templates.sql
Normal file
@@ -0,0 +1,282 @@
|
||||
/*
|
||||
* -------------------------------------------------------
|
||||
* Shared Templates Across Hierarchy
|
||||
*
|
||||
* 1. Add shared_with_hierarchy flag to newsletter_templates
|
||||
* 2. Create document_templates table with hierarchy sharing
|
||||
* 3. Template cloning function for child orgs
|
||||
* 4. Hierarchy-aware RLS for template reads
|
||||
* -------------------------------------------------------
|
||||
*/
|
||||
|
||||
-- =====================================================
|
||||
-- 1. Newsletter Templates: add sharing flag
|
||||
-- =====================================================
|
||||
|
||||
ALTER TABLE public.newsletter_templates
|
||||
ADD COLUMN IF NOT EXISTS shared_with_hierarchy boolean NOT NULL DEFAULT false;
|
||||
|
||||
-- Allow child orgs to read parent's shared templates
|
||||
DO $$
|
||||
BEGIN
|
||||
IF NOT EXISTS (
|
||||
SELECT 1 FROM pg_policies
|
||||
WHERE schemaname = 'public' AND tablename = 'newsletter_templates'
|
||||
AND policyname = 'newsletter_templates_hierarchy_read'
|
||||
) THEN
|
||||
EXECUTE 'CREATE POLICY newsletter_templates_hierarchy_read
|
||||
ON public.newsletter_templates
|
||||
FOR SELECT TO authenticated
|
||||
USING (
|
||||
shared_with_hierarchy = true
|
||||
AND public.has_role_on_account_or_ancestor(account_id)
|
||||
)';
|
||||
END IF;
|
||||
END $$;
|
||||
|
||||
-- =====================================================
|
||||
-- 2. Document Templates table
|
||||
-- =====================================================
|
||||
|
||||
CREATE TABLE IF NOT EXISTS public.document_templates (
|
||||
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
|
||||
account_id uuid NOT NULL REFERENCES public.accounts(id) ON DELETE CASCADE,
|
||||
name text NOT NULL,
|
||||
description text,
|
||||
template_type text NOT NULL DEFAULT 'generic'
|
||||
CHECK (template_type IN (
|
||||
'generic', 'member_card', 'invoice', 'receipt',
|
||||
'certificate', 'letter', 'label', 'report'
|
||||
)),
|
||||
-- Template content: HTML with variable placeholders like {{member.first_name}}
|
||||
body_html text NOT NULL DEFAULT '',
|
||||
-- Available variables for this template
|
||||
variables jsonb NOT NULL DEFAULT '[]'::jsonb,
|
||||
-- Page settings
|
||||
page_format text NOT NULL DEFAULT 'A4'
|
||||
CHECK (page_format IN ('A4', 'A5', 'A6', 'letter', 'label')),
|
||||
orientation text NOT NULL DEFAULT 'portrait'
|
||||
CHECK (orientation IN ('portrait', 'landscape')),
|
||||
-- Hierarchy sharing
|
||||
shared_with_hierarchy boolean NOT NULL DEFAULT false,
|
||||
-- Meta
|
||||
is_default boolean NOT NULL DEFAULT false,
|
||||
sort_order integer NOT NULL DEFAULT 0,
|
||||
created_by uuid REFERENCES auth.users(id) ON DELETE SET NULL,
|
||||
created_at timestamptz NOT NULL DEFAULT now(),
|
||||
updated_at timestamptz NOT NULL DEFAULT now()
|
||||
);
|
||||
|
||||
CREATE INDEX IF NOT EXISTS ix_document_templates_account
|
||||
ON public.document_templates(account_id);
|
||||
|
||||
CREATE INDEX IF NOT EXISTS ix_document_templates_type
|
||||
ON public.document_templates(account_id, template_type);
|
||||
|
||||
ALTER TABLE public.document_templates ENABLE ROW LEVEL SECURITY;
|
||||
|
||||
REVOKE ALL ON public.document_templates FROM authenticated, service_role;
|
||||
GRANT SELECT, INSERT, UPDATE, DELETE ON public.document_templates TO authenticated;
|
||||
GRANT ALL ON public.document_templates TO service_role;
|
||||
|
||||
-- Own account read/write
|
||||
CREATE POLICY document_templates_select ON public.document_templates
|
||||
FOR SELECT TO authenticated
|
||||
USING (public.has_role_on_account(account_id));
|
||||
|
||||
CREATE POLICY document_templates_mutate ON public.document_templates
|
||||
FOR ALL TO authenticated
|
||||
USING (public.has_permission(auth.uid(), account_id, 'documents.generate'::public.app_permissions));
|
||||
|
||||
-- Hierarchy: child orgs can read parent's shared templates
|
||||
DO $$
|
||||
BEGIN
|
||||
IF NOT EXISTS (
|
||||
SELECT 1 FROM pg_policies
|
||||
WHERE schemaname = 'public' AND tablename = 'document_templates'
|
||||
AND policyname = 'document_templates_hierarchy_read'
|
||||
) THEN
|
||||
EXECUTE 'CREATE POLICY document_templates_hierarchy_read
|
||||
ON public.document_templates
|
||||
FOR SELECT TO authenticated
|
||||
USING (
|
||||
shared_with_hierarchy = true
|
||||
AND public.has_role_on_account_or_ancestor(account_id)
|
||||
)';
|
||||
END IF;
|
||||
END $$;
|
||||
|
||||
CREATE TRIGGER trg_document_templates_updated_at
|
||||
BEFORE UPDATE ON public.document_templates
|
||||
FOR EACH ROW EXECUTE FUNCTION public.update_account_settings_timestamp();
|
||||
|
||||
-- =====================================================
|
||||
-- 3. Template cloning function
|
||||
-- =====================================================
|
||||
|
||||
-- Clone a shared template into a child org's own templates
|
||||
CREATE OR REPLACE FUNCTION public.clone_template(
|
||||
p_template_type text, -- 'newsletter' or 'document'
|
||||
p_template_id uuid,
|
||||
p_target_account_id uuid,
|
||||
p_new_name text DEFAULT NULL
|
||||
)
|
||||
RETURNS uuid
|
||||
LANGUAGE plpgsql
|
||||
SECURITY DEFINER
|
||||
SET search_path = ''
|
||||
AS $$
|
||||
DECLARE
|
||||
v_new_id uuid;
|
||||
v_caller_id uuid;
|
||||
v_source_account_id uuid;
|
||||
BEGIN
|
||||
v_caller_id := (SELECT auth.uid());
|
||||
|
||||
-- Verify caller has a role on the target account
|
||||
IF NOT public.has_role_on_account(p_target_account_id) THEN
|
||||
RAISE EXCEPTION 'Keine Berechtigung für die Zielorganisation';
|
||||
END IF;
|
||||
|
||||
IF p_template_type = 'newsletter' THEN
|
||||
-- Get source account for verification
|
||||
SELECT account_id INTO v_source_account_id
|
||||
FROM public.newsletter_templates WHERE id = p_template_id;
|
||||
|
||||
IF v_source_account_id IS NULL THEN
|
||||
RAISE EXCEPTION 'Vorlage nicht gefunden';
|
||||
END IF;
|
||||
|
||||
-- Must be shared or from own account
|
||||
IF v_source_account_id != p_target_account_id THEN
|
||||
IF NOT EXISTS (
|
||||
SELECT 1 FROM public.newsletter_templates
|
||||
WHERE id = p_template_id AND shared_with_hierarchy = true
|
||||
) THEN
|
||||
RAISE EXCEPTION 'Vorlage ist nicht für die Hierarchie freigegeben';
|
||||
END IF;
|
||||
END IF;
|
||||
|
||||
INSERT INTO public.newsletter_templates (
|
||||
account_id, name, subject, body_html, body_text, variables
|
||||
)
|
||||
SELECT
|
||||
p_target_account_id,
|
||||
COALESCE(p_new_name, name || ' (Kopie)'),
|
||||
subject, body_html, body_text, variables
|
||||
FROM public.newsletter_templates
|
||||
WHERE id = p_template_id
|
||||
RETURNING id INTO v_new_id;
|
||||
|
||||
ELSIF p_template_type = 'document' THEN
|
||||
SELECT account_id INTO v_source_account_id
|
||||
FROM public.document_templates WHERE id = p_template_id;
|
||||
|
||||
IF v_source_account_id IS NULL THEN
|
||||
RAISE EXCEPTION 'Vorlage nicht gefunden';
|
||||
END IF;
|
||||
|
||||
IF v_source_account_id != p_target_account_id THEN
|
||||
IF NOT EXISTS (
|
||||
SELECT 1 FROM public.document_templates
|
||||
WHERE id = p_template_id AND shared_with_hierarchy = true
|
||||
) THEN
|
||||
RAISE EXCEPTION 'Vorlage ist nicht für die Hierarchie freigegeben';
|
||||
END IF;
|
||||
END IF;
|
||||
|
||||
INSERT INTO public.document_templates (
|
||||
account_id, name, description, template_type,
|
||||
body_html, variables, page_format, orientation, created_by
|
||||
)
|
||||
SELECT
|
||||
p_target_account_id,
|
||||
COALESCE(p_new_name, name || ' (Kopie)'),
|
||||
description, template_type,
|
||||
body_html, variables, page_format, orientation, v_caller_id
|
||||
FROM public.document_templates
|
||||
WHERE id = p_template_id
|
||||
RETURNING id INTO v_new_id;
|
||||
|
||||
ELSE
|
||||
RAISE EXCEPTION 'Ungültiger Vorlagentyp: %', p_template_type;
|
||||
END IF;
|
||||
|
||||
RETURN v_new_id;
|
||||
END;
|
||||
$$;
|
||||
|
||||
GRANT EXECUTE ON FUNCTION public.clone_template(text, uuid, uuid, text)
|
||||
TO authenticated, service_role;
|
||||
|
||||
-- =====================================================
|
||||
-- 4. List shared templates across hierarchy
|
||||
-- =====================================================
|
||||
|
||||
CREATE OR REPLACE FUNCTION public.list_hierarchy_shared_templates(
|
||||
root_account_id uuid,
|
||||
p_template_type text DEFAULT NULL -- 'newsletter', 'document', or NULL for both
|
||||
)
|
||||
RETURNS TABLE (
|
||||
id uuid,
|
||||
account_id uuid,
|
||||
account_name varchar,
|
||||
template_source text, -- 'newsletter' or 'document'
|
||||
name text,
|
||||
description text,
|
||||
template_type text,
|
||||
shared_with_hierarchy boolean,
|
||||
created_at timestamptz
|
||||
)
|
||||
LANGUAGE plpgsql
|
||||
SECURITY DEFINER
|
||||
SET search_path = ''
|
||||
AS $$
|
||||
BEGIN
|
||||
IF NOT public.has_role_on_account(root_account_id) THEN
|
||||
RETURN;
|
||||
END IF;
|
||||
|
||||
RETURN QUERY
|
||||
-- Newsletter templates
|
||||
SELECT
|
||||
nt.id,
|
||||
nt.account_id,
|
||||
a.name AS account_name,
|
||||
'newsletter'::text AS template_source,
|
||||
nt.name,
|
||||
NULL::text AS description,
|
||||
'newsletter'::text AS template_type,
|
||||
nt.shared_with_hierarchy,
|
||||
nt.created_at
|
||||
FROM public.newsletter_templates nt
|
||||
JOIN public.accounts a ON a.id = nt.account_id
|
||||
WHERE nt.account_id IN (SELECT d FROM public.get_account_descendants(root_account_id) d)
|
||||
AND nt.shared_with_hierarchy = true
|
||||
AND (p_template_type IS NULL OR p_template_type = 'newsletter')
|
||||
|
||||
UNION ALL
|
||||
|
||||
-- Document templates
|
||||
SELECT
|
||||
dt.id,
|
||||
dt.account_id,
|
||||
a.name AS account_name,
|
||||
'document'::text AS template_source,
|
||||
dt.name,
|
||||
dt.description,
|
||||
dt.template_type,
|
||||
dt.shared_with_hierarchy,
|
||||
dt.created_at
|
||||
FROM public.document_templates dt
|
||||
JOIN public.accounts a ON a.id = dt.account_id
|
||||
WHERE dt.account_id IN (SELECT d FROM public.get_account_descendants(root_account_id) d)
|
||||
AND dt.shared_with_hierarchy = true
|
||||
AND (p_template_type IS NULL OR p_template_type = 'document')
|
||||
|
||||
ORDER BY created_at DESC;
|
||||
END;
|
||||
$$;
|
||||
|
||||
GRANT EXECUTE ON FUNCTION public.list_hierarchy_shared_templates(uuid, text)
|
||||
TO authenticated, service_role;
|
||||
Reference in New Issue
Block a user