feat(MED-97): save benefit_distribution_schedule_id to account_balance_entries

packages/supabase/src/database.types.ts

@@ -2066,6 +2066,15 @@ export type Database = {
           user_id: string
         }[]
       }
+      get_benefits_usages_for_company_members: {
+        Args: {
+          p_account_id: string
+        }
+        Returns: {
+          personal_account_id: string
+          benefit_amount: number
+        }
+      }
       get_config: {
         Args: Record<PropertyKey, never>
         Returns: Json

supabase/migrations/20250926135946_include_benefit_config_id.sql

@@ -0,0 +1,219 @@
+ALTER TABLE medreport.account_balance_entries ADD COLUMN benefit_distribution_schedule_id uuid;
+
+-- Also setting `benefit_distribution_schedule_id` value now
+drop function if exists medreport.distribute_health_benefits(uuid, numeric, text);
+create or replace function medreport.distribute_health_benefits(
+    p_benefit_distribution_schedule_id uuid
+)
+returns void
+language plpgsql
+security definer
+as $$
+declare
+    member_record record;
+    expires_date timestamp with time zone;
+    v_company_id uuid;
+    v_benefit_amount numeric;
+begin
+    -- Expires on first day of next year.
+    expires_date := date_trunc('year', now() + interval '1 year');
+
+    -- Get company_id and benefit_amount from benefit_distribution_schedule
+    select company_id, benefit_amount into v_company_id, v_benefit_amount
+    from medreport.benefit_distribution_schedule
+    where id = p_benefit_distribution_schedule_id;
+
+    -- Get all personal accounts that are members of this company
+    for member_record in
+        select distinct a.id as personal_account_id
+        from medreport.accounts a
+        join medreport.accounts_memberships am on a.id = am.user_id
+        where am.account_id = v_company_id
+        and a.is_personal_account = true
+    loop
+        -- Check if there is already a balance entry for this personal account from the same company in same month
+        if exists (
+            select 1
+            from medreport.account_balance_entries
+            where entry_type = 'benefit'
+            and account_id = member_record.personal_account_id
+            and source_company_id = v_company_id
+            and date_trunc('month', created_at) = date_trunc('month', now())
+        ) then
+            continue;
+        end if;
+
+        -- Insert balance entry for each personal account
+        insert into medreport.account_balance_entries (
+            account_id,
+            amount,
+            entry_type,
+            description,
+            source_company_id,
+            created_by,
+            expires_at,
+            benefit_distribution_schedule_id
+        ) values (
+            member_record.personal_account_id,
+            v_benefit_amount,
+            'benefit',
+            'Health benefit from company',
+            v_company_id,
+            auth.uid(),
+            expires_date,
+            p_benefit_distribution_schedule_id
+        );
+    end loop;
+end;
+$$;
+
+grant execute on function medreport.distribute_health_benefits(uuid) to authenticated, service_role;
+
+create or replace function medreport.process_periodic_benefit_distributions()
+returns void
+language plpgsql
+as $$
+declare
+    schedule_record record;
+    next_distribution_date timestamp with time zone;
+begin
+    -- Get all active schedules that are due for distribution
+    for schedule_record in
+        select *
+        from medreport.benefit_distribution_schedule
+        where is_active = true
+        and next_distribution_at <= now()
+    loop
+        -- Distribute benefits
+        perform medreport.distribute_health_benefits(
+            schedule_record.id
+        );
+        
+        -- Calculate next distribution date
+        next_distribution_date := medreport.calculate_next_distribution_date(
+            schedule_record.benefit_occurrence,
+            now()
+        );
+        
+        -- Update the schedule
+        update medreport.benefit_distribution_schedule
+        set 
+            last_distributed_at = now(),
+            next_distribution_at = next_distribution_date,
+            updated_at = now()
+        where id = schedule_record.id;
+    end loop;
+end;
+$$;
+
+DROP FUNCTION IF EXISTS medreport.upsert_benefit_distribution_schedule(uuid,numeric,text);
+create or replace function medreport.upsert_benefit_distribution_schedule(
+    p_company_id uuid,
+    p_benefit_amount numeric,
+    p_benefit_occurrence text
+)
+-- Return schedule row id
+returns uuid
+language plpgsql
+as $$
+declare
+    next_distribution_date timestamp with time zone;
+    record_id uuid;
+begin
+    -- Calculate next distribution date
+    next_distribution_date := medreport.calculate_next_distribution_date(p_benefit_occurrence);
+    
+    -- Check if there's an existing record for this company
+    select id into record_id
+    from medreport.benefit_distribution_schedule
+    where company_id = p_company_id
+    limit 1;
+    
+    if record_id is not null then
+        -- Update existing record
+        update medreport.benefit_distribution_schedule
+        set 
+            benefit_amount = p_benefit_amount,
+            benefit_occurrence = p_benefit_occurrence,
+            next_distribution_at = next_distribution_date,
+            is_active = true,
+            updated_at = now()
+        where id = record_id;
+    else
+        record_id := gen_random_uuid();
+        
+        -- Insert new record
+        insert into medreport.benefit_distribution_schedule (
+            id,
+            company_id,
+            benefit_amount,
+            benefit_occurrence,
+            next_distribution_at
+        ) values (
+            record_id,
+            p_company_id,
+            p_benefit_amount,
+            p_benefit_occurrence,
+            next_distribution_date
+        );
+    end if;
+
+    return record_id;
+end;
+$$;
+
+grant execute on function medreport.upsert_benefit_distribution_schedule(uuid, numeric, text) to authenticated, service_role;
+
+create or replace function medreport.trigger_distribute_benefits()
+returns trigger
+language plpgsql
+security definer
+as $$
+declare
+    v_benefit_distribution_schedule_id uuid;
+begin
+    -- Only distribute if benefit_amount is set and greater than 0
+    if new.benefit_amount is not null and new.benefit_amount > 0 then
+        -- Create or update the distribution schedule for future distributions
+        v_benefit_distribution_schedule_id := medreport.upsert_benefit_distribution_schedule(
+            new.account_id,
+            new.benefit_amount,
+            coalesce(new.benefit_occurance, 'yearly')
+        );
+
+        -- Distribute benefits to all company members immediately
+        perform medreport.distribute_health_benefits(
+            v_benefit_distribution_schedule_id
+        );
+    else
+        -- If benefit_amount is 0 or null, deactivate the schedule
+        update medreport.benefit_distribution_schedule
+        set is_active = false, updated_at = now()
+        where company_id = new.account_id;
+    end if;
+    
+    return new;
+end;
+$$;
+
+
+CREATE OR REPLACE FUNCTION medreport.get_benefits_usages_for_company_members(p_account_id uuid)
+returns table (
+    personal_account_id uuid,
+    benefit_amount numeric
+)
+language plpgsql
+as $$
+begin
+    return query
+        select
+            abe.account_id as personal_account_id,
+            sum(abe.amount) as benefit_amount
+        from medreport.account_balance_entries abe
+        where abe.source_company_id = p_account_id
+        and abe.entry_type = 'benefit'
+        group by abe.account_id;
+end;
+$$;
+
+grant execute on function medreport.get_benefits_usages_for_company_members(uuid) to authenticated, service_role;