wulf-pulse/migrations/051_create_qbo_tables.sql

-- QBO OAuth2 tokens (single row for Wulf Consulting's QBO)
CREATE TABLE IF NOT EXISTS qbo_tokens (
    id                  SERIAL PRIMARY KEY,
    realm_id            TEXT NOT NULL UNIQUE,
    access_token        TEXT NOT NULL,
    refresh_token       TEXT NOT NULL,
    access_token_expires_at  TIMESTAMPTZ NOT NULL,
    refresh_token_expires_at TIMESTAMPTZ NOT NULL,
    created_at          TIMESTAMPTZ NOT NULL DEFAULT NOW(),
    updated_at          TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

-- Invoices
CREATE TABLE IF NOT EXISTS qbo_invoices (
    id                  TEXT PRIMARY KEY,  -- QBO Id
    realm_id            TEXT NOT NULL,
    doc_number          TEXT,
    txn_date            DATE,
    due_date            DATE,
    customer_ref_id     TEXT,
    customer_ref_name   TEXT,
    email_address       TEXT,
    total_amt           NUMERIC(12,2),
    balance             NUMERIC(12,2),
    status              TEXT,              -- Open, Paid, Voided, etc.
    currency_code       TEXT DEFAULT 'USD',
    line_items          JSONB,
    linked_txns         JSONB,
    sync_token          TEXT,
    qbo_created_at      TIMESTAMPTZ,
    qbo_updated_at      TIMESTAMPTZ,
    synced_at           TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

CREATE INDEX IF NOT EXISTS idx_qbo_invoices_txn_date ON qbo_invoices(txn_date);
CREATE INDEX IF NOT EXISTS idx_qbo_invoices_customer ON qbo_invoices(customer_ref_id);
CREATE INDEX IF NOT EXISTS idx_qbo_invoices_status ON qbo_invoices(status);

-- Payments
CREATE TABLE IF NOT EXISTS qbo_payments (
    id                  TEXT PRIMARY KEY,  -- QBO Id
    realm_id            TEXT NOT NULL,
    txn_date            DATE,
    customer_ref_id     TEXT,
    customer_ref_name   TEXT,
    total_amt           NUMERIC(12,2),
    unapplied_amt       NUMERIC(12,2),
    currency_code       TEXT DEFAULT 'USD',
    payment_method_ref  TEXT,
    deposit_account_ref TEXT,
    linked_txns         JSONB,
    sync_token          TEXT,
    qbo_created_at      TIMESTAMPTZ,
    qbo_updated_at      TIMESTAMPTZ,
    synced_at           TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

CREATE INDEX IF NOT EXISTS idx_qbo_payments_txn_date ON qbo_payments(txn_date);
CREATE INDEX IF NOT EXISTS idx_qbo_payments_customer ON qbo_payments(customer_ref_id);

-- Deposits
CREATE TABLE IF NOT EXISTS qbo_deposits (
    id                  TEXT PRIMARY KEY,  -- QBO Id
    realm_id            TEXT NOT NULL,
    txn_date            DATE,
    deposit_to_account_ref_id   TEXT,
    deposit_to_account_ref_name TEXT,
    total_amt           NUMERIC(12,2),
    line_items          JSONB,
    sync_token          TEXT,
    qbo_created_at      TIMESTAMPTZ,
    qbo_updated_at      TIMESTAMPTZ,
    synced_at           TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

CREATE INDEX IF NOT EXISTS idx_qbo_deposits_txn_date ON qbo_deposits(txn_date);

-- General ledger transactions (purchases, expenses, journal entries, etc.)
CREATE TABLE IF NOT EXISTS qbo_transactions (
    id                  TEXT NOT NULL,
    txn_type            TEXT NOT NULL,     -- Purchase, Expense, JournalEntry, Transfer, etc.
    realm_id            TEXT NOT NULL,
    txn_date            DATE,
    doc_number          TEXT,
    entity_ref_id       TEXT,             -- Vendor/Customer ref
    entity_ref_name     TEXT,
    entity_type         TEXT,             -- Vendor, Customer
    account_ref_id      TEXT,
    account_ref_name    TEXT,
    total_amt           NUMERIC(12,2),
    currency_code       TEXT DEFAULT 'USD',
    private_note        TEXT,
    line_items          JSONB,
    sync_token          TEXT,
    qbo_created_at      TIMESTAMPTZ,
    qbo_updated_at      TIMESTAMPTZ,
    synced_at           TIMESTAMPTZ NOT NULL DEFAULT NOW(),
    PRIMARY KEY (id, txn_type)
);

CREATE INDEX IF NOT EXISTS idx_qbo_transactions_txn_date ON qbo_transactions(txn_date);
CREATE INDEX IF NOT EXISTS idx_qbo_transactions_type ON qbo_transactions(txn_type);
CREATE INDEX IF NOT EXISTS idx_qbo_transactions_entity ON qbo_transactions(entity_ref_id);

-- Financial reports: P&L and Balance Sheet stored as JSONB per period
CREATE TABLE IF NOT EXISTS qbo_reports (
    id                  SERIAL PRIMARY KEY,
    realm_id            TEXT NOT NULL,
    report_type         TEXT NOT NULL,     -- ProfitAndLoss, BalanceSheet
    period_start        DATE NOT NULL,
    period_end          DATE NOT NULL,
    summarize_by        TEXT DEFAULT 'Month',
    report_data         JSONB NOT NULL,    -- Full report response
    synced_at           TIMESTAMPTZ NOT NULL DEFAULT NOW(),
    UNIQUE (realm_id, report_type, period_start, period_end)
);

CREATE INDEX IF NOT EXISTS idx_qbo_reports_type_period ON qbo_reports(report_type, period_start);

COMMENT ON TABLE qbo_tokens     IS 'QuickBooks Online OAuth2 tokens for Wulf Consulting';
COMMENT ON TABLE qbo_invoices   IS 'QBO invoices synced from QuickBooks Online';
COMMENT ON TABLE qbo_payments   IS 'QBO customer payments synced from QuickBooks Online';
COMMENT ON TABLE qbo_deposits   IS 'QBO bank deposits synced from QuickBooks Online';
COMMENT ON TABLE qbo_transactions IS 'QBO general transactions (purchases, expenses, journals) synced from QuickBooks Online';
COMMENT ON TABLE qbo_reports    IS 'QBO financial reports (P&L, Balance Sheet) stored per period';