feat(MED-97): create company benefits tables
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-- Create account_balance_entries table to track individual account balances
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create table "medreport"."account_balance_entries" (
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"id" uuid not null default gen_random_uuid(),
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"account_id" uuid not null,
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"amount" numeric not null,
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"entry_type" text not null, -- 'benefit', 'purchase', 'refund', etc.
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"description" text,
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"source_company_id" uuid, -- Company that provided the benefit
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"reference_id" text, -- Reference to related record (e.g., analysis order ID)
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"created_at" timestamp with time zone not null default now(),
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"created_by" uuid,
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"expires_at" timestamp with time zone, -- When the balance expires (for benefits)
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"is_active" boolean not null default true
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);
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-- Add constraints
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alter table "medreport"."account_balance_entries" add constraint "account_balance_entries_pkey" primary key (id);
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alter table "medreport"."account_balance_entries" add constraint "account_balance_entries_account_id_fkey"
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foreign key (account_id) references medreport.accounts(id) on delete cascade;
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alter table "medreport"."account_balance_entries" add constraint "account_balance_entries_source_company_id_fkey"
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foreign key (source_company_id) references medreport.accounts(id) on delete set null;
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-- Add indexes for performance
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create index "ix_account_balance_entries_account_id" on "medreport"."account_balance_entries" (account_id);
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create index "ix_account_balance_entries_entry_type" on "medreport"."account_balance_entries" (entry_type);
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create index "ix_account_balance_entries_created_at" on "medreport"."account_balance_entries" (created_at);
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create index "ix_account_balance_entries_active" on "medreport"."account_balance_entries" (is_active) where is_active = true;
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-- Enable RLS
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alter table "medreport"."account_balance_entries" enable row level security;
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-- Create RLS policies
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create policy "Users can view their own balance entries"
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on "medreport"."account_balance_entries"
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for select
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using (
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account_id in (
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select account_id
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from medreport.accounts_memberships
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where user_id = auth.uid()
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)
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);
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create policy "Service role can manage all balance entries"
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on "medreport"."account_balance_entries"
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for all
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to service_role
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using (true)
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with check (true);
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-- Grant permissions
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grant select, insert, update, delete on table "medreport"."account_balance_entries" to authenticated, service_role;
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-- Create function to get account balance
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create or replace function medreport.get_account_balance(p_account_id uuid)
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returns numeric
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language plpgsql
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security definer
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as $$
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declare
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total_balance numeric := 0;
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begin
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select coalesce(sum(amount), 0)
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into total_balance
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from medreport.account_balance_entries
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where account_id = p_account_id
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and is_active = true
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and (expires_at is null or expires_at > now());
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return total_balance;
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end;
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$$;
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-- Grant execute permission
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grant execute on function medreport.get_account_balance(uuid) to authenticated, service_role;
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-- Create function to distribute health benefits to all company members
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create or replace function medreport.distribute_health_benefits(
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p_company_id uuid,
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p_benefit_amount numeric,
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p_benefit_occurrence text default 'yearly'
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)
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returns void
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language plpgsql
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security definer
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as $$
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declare
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member_record record;
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benefit_entry_id uuid;
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expires_date timestamp with time zone;
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begin
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-- Calculate expiration date based on occurrence
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case p_benefit_occurrence
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when 'yearly' then
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expires_date := now() + interval '1 year';
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when 'monthly' then
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expires_date := now() + interval '1 month';
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when 'quarterly' then
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expires_date := now() + interval '3 months';
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else
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expires_date := now() + interval '1 year'; -- default to yearly
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end case;
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-- Get all personal accounts that are members of this company
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for member_record in
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select distinct a.id as personal_account_id
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from medreport.accounts a
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join medreport.accounts_memberships am on a.id = am.user_id
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where am.account_id = p_company_id
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and a.is_personal_account = true
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loop
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-- Insert balance entry for each personal account
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insert into medreport.account_balance_entries (
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account_id,
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amount,
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entry_type,
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description,
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source_company_id,
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created_by,
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expires_at
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) values (
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member_record.personal_account_id,
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p_benefit_amount,
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'benefit',
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'Health benefit from company',
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p_company_id,
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auth.uid(),
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expires_date
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);
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end loop;
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end;
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$$;
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-- Grant execute permission
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grant execute on function medreport.distribute_health_benefits(uuid, numeric, text) to authenticated, service_role;
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-- Create trigger to automatically distribute benefits when company params are updated
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create or replace function medreport.trigger_distribute_benefits()
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returns trigger
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language plpgsql
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as $$
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begin
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-- Only distribute if benefit_amount is set and greater than 0
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if new.benefit_amount is not null and new.benefit_amount > 0 then
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-- Distribute benefits to all company members
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perform medreport.distribute_health_benefits(
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new.account_id,
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new.benefit_amount,
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coalesce(new.benefit_occurance, 'yearly')
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);
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end if;
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return new;
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end;
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$$;
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-- Create the trigger
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create trigger trigger_distribute_benefits_on_update
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after update on medreport.company_params
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for each row
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when (old.benefit_amount is distinct from new.benefit_amount or old.benefit_occurance is distinct from new.benefit_occurance)
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execute function medreport.trigger_distribute_benefits();
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-- Create function to consume balance (for purchases)
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create or replace function medreport.consume_account_balance(
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p_account_id uuid,
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p_amount numeric,
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p_description text,
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p_reference_id text default null
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)
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returns boolean
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language plpgsql
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security definer
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as $$
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declare
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current_balance numeric;
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remaining_amount numeric := p_amount;
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entry_record record;
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consumed_amount numeric;
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begin
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-- Get current balance
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current_balance := medreport.get_account_balance(p_account_id);
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-- Check if sufficient balance
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if current_balance < p_amount then
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return false;
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end if;
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-- Consume balance using FIFO (First In, First Out) with expiration priority
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for entry_record in
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select id, amount
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from medreport.account_balance_entries
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where account_id = p_account_id
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and is_active = true
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and (expires_at is null or expires_at > now())
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order by
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case when expires_at is not null then expires_at else '9999-12-31'::timestamp end,
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created_at
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loop
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if remaining_amount <= 0 then
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exit;
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end if;
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consumed_amount := least(entry_record.amount, remaining_amount);
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-- Update the entry
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update medreport.account_balance_entries
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set amount = amount - consumed_amount,
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is_active = case when amount - consumed_amount <= 0 then false else true end
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where id = entry_record.id;
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remaining_amount := remaining_amount - consumed_amount;
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end loop;
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-- Record the consumption
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insert into medreport.account_balance_entries (
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account_id,
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amount,
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entry_type,
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description,
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reference_id,
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created_by
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) values (
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p_account_id,
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-p_amount,
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'purchase',
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p_description,
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p_reference_id,
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auth.uid()
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);
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return true;
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end;
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$$;
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-- Grant execute permission
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grant execute on function medreport.consume_account_balance(uuid, numeric, text, text) to authenticated, service_role;
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