docs: add ERD diagrams (v2.4/v2.5/v2.6) and material-supplier-category migration plan

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ali_mohaghegh
2026-08-25 19:08:13 +03:30
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////////////////////////////////////////////////////////////////////////////
// PROCUREMENT + INVENTORY SYSTEM — INTEGRATED ER v2.6 (FINAL)
// Material → Supplier → Category + PM Arrival Flow + Inventory Ledger
////////////////////////////////////////////////////////////////////////////
//
// MERGED FROM:
// - new erd.txt (procurement v2.5: global materials, supplier categories)
// - NewERD.txt (inventory domain: warehouses, inventory, transactions)
// - the software team's shipped inventory-dashboard fork (endpoint shapes,
// 10 transaction types, seed model: categories = the 8 topic categories)
//
// LOCKED DECISIONS (confirmed with the product owner):
// 1. material_categories = EXACTLY the 8 topic categories below (fixed set).
// Fine products (میلگرد فولادی، سیمان تیپ ۲، ...) are MATERIALS.
// 2. Materials are GLOBAL: name globally unique, category_id nullable and
// DERIVED AUTOMATICALLY from the first linked supplier (first-link-wins).
// 3. 1 supplier → 1 category (one of the 8); 1 category → N suppliers.
// 4. Offers may span several projects per line item (line_item_projects),
// but a PURCHASED item has exactly ONE project, picked by the
// procurement manager at purchase → item_decisions.project_id.
// 5. Arrival confirmation belongs to the PM: proc manager purchases →
// item appears on PM dash as "on the way" → PM confirms arrival and
// splits the goods into warehouses (free count, typically 3) →
// inventory posts PURCHASE automatically → proc dash updates.
// Partial deliveries allowed: 1 item : N receipts (three derived
// states: on-the-way / partially received / arrived).
// 6. Auth: Casdoor (OIDC + PKCE). Backend validates the Casdoor JWT;
// role/project come from the users table + projects.pm_user_id.
// X-User-Role / X-Project-Id headers are a DEV-ONLY fallback.
// 7. Roles: pm | procurement_manager | admin (admin = read-only structure
// management for the inventory dash).
// 8. No hard deletes after confirmation — undo is a reversing transaction.
// 9. Stock quantity: stored snapshot maintained by the service layer with
// row locks (the fork's apply_transaction); ledger is the history.
// 10. Existing data is disposable — fresh reset + seed (seed_stack.py).
////////////////////////////////////////////////////////////////////////////
// ENUMS
////////////////////////////////////////////////////////////////////////////
enum quote_status {
offered
accepted
arrived
rejected
expired
}
enum termsheet_status {
offered
accepted
rejected
}
enum material_status {
active
discontinued
draft
}
enum attribute_data_type {
number
integer
string
enum
boolean
date
}
enum discount_type {
none
percent
fixed
}
enum item_decision_status {
pending
chosen
rejected
}
enum quote_event_type {
offered
accepted
rejected
arrived
note
edited
expired
}
// The EXACT 10 supported transaction types (no generic OTHER/adjustment).
// Signed quantity convention: PURCHASE/RETURN/FOUND/TRANSFER_IN store
// positive quantity; WITHDRAWAL/DAMAGE/WASTE/LOSS/TRANSFER_OUT store
// negative quantity; STOCK_COUNT stores the difference (recorded→physical).
enum inventory_transaction_reason {
PURCHASE
WITHDRAWAL
RETURN
TRANSFER_IN
TRANSFER_OUT
DAMAGE
WASTE
LOSS
FOUND
STOCK_COUNT
}
enum user_role {
pm
procurement_manager
admin
}
////////////////////////////////////////////////////////////////////////////
// USERS & IDENTITY (Casdoor-backed)
////////////////////////////////////////////////////////////////////////////
// casdoor_id = Casdoor user "sub" claim (unique). Profile fields are
// refreshed from Casdoor claims on every login. role is stored HERE
// (our DB is the authorization source of truth, not Casdoor).
// New users are auto-provisioned with role NULL until assigned.
Table users {
id uuid [pk, default: `gen_random_uuid()`]
casdoor_id text [not null, unique]
first_name text [not null]
last_name text [not null]
phone text
role user_role [null, note: 'NULL until assigned — backend denies role-gated routes for NULL']
created_at timestamptz [not null, default: `now()`]
}
////////////////////////////////////////////////////////////////////////////
// CATALOG
////////////////////////////////////////////////////////////////////////////
Table units {
id integer [pk]
code varchar [not null, unique]
name_fa varchar
dimension varchar
si_factor decimal [not null, default: 1.0]
is_base boolean [default: false]
}
Table brands {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
country text
created_at timestamptz [not null, default: `now()`]
indexes {
(name, country) [unique]
}
}
// ==========================================================================
// THE 8 FIXED TOPIC CATEGORIES (v2.6 — category IS the topic)
// mechanical-installations-pipes تأسیسات مکانیکی و آبی
// electrical-equipment-supplies تجهیزات و لوازم برقی
// doors-windows-glass درب، پنجره و شیشه
// metals-steel-sections فلزات و مقاطع فولادی
// construction-materials مصالح ساختمانی
// construction-chemicals مواد شیمیایی ساختمانی
// finishing-interior-decoration نازک‌کاری و دکوراسیون داخلی
// construction-tools-equipment ابزار و تجهیزات کارگاهی
// Seeded once; the app NEVER auto-creates categories.
// ==========================================================================
Table material_categories {
id uuid [pk, default: `gen_random_uuid()`]
slug text [not null, unique]
name text [not null]
description text
is_active boolean [not null, default: true]
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
}
Table attribute_definitions {
id uuid [pk, default: `gen_random_uuid()`]
attribute_key text [not null, unique]
label text [not null]
data_type attribute_data_type [not null]
unit_id integer [ref: > units.id]
enum_values jsonb
created_at timestamptz [not null, default: `now()`]
}
Table category_attributes {
id uuid [pk, default: `gen_random_uuid()`]
category_id uuid [not null, ref: > material_categories.id]
attribute_definition_id uuid [not null, ref: > attribute_definitions.id]
is_required boolean [not null, default: false]
is_filterable boolean [not null, default: false]
conditional_rules jsonb
sort_order smallint [not null, default: 0]
indexes {
(category_id, attribute_definition_id) [unique]
}
}
// --------------------------------------------------------------------------
// Materials — GLOBAL catalog entities (v2.5/v2.6)
// name is GLOBALLY unique (uq_material_name). category_id is NULLABLE and
// DERIVED: set automatically when the material is first linked to a
// supplier (supplier_materials insert) — first link wins, never overwritten.
// A material never linked to a supplier stays category_id = NULL
// ("uncategorized" bucket) and remains fully usable in quotes.
// topic is a LEGACY column kept for old rows; the frontend derives the
// topic display from the category slug (category IS the topic in v2.6).
// --------------------------------------------------------------------------
Table materials {
id uuid [pk, default: `gen_random_uuid()`]
category_id uuid [ref: > material_categories.id, note: 'NULLABLE — derived from first linked supplier']
name text [not null, note: 'GLOBALLY unique']
topic text [note: 'LEGACY display column — no longer written']
canonical_unit_id integer [not null, ref: > units.id]
status material_status [not null, default: 'active']
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
indexes {
name [unique, name: 'uq_material_name']
}
}
Table brand_materials {
id uuid [pk, default: `gen_random_uuid()`]
brand_id uuid [not null, ref: > brands.id]
material_id uuid [not null, ref: > materials.id]
catalog_code text
is_active boolean [not null, default: true]
created_at timestamptz [not null, default: `now()`]
indexes {
(brand_id, material_id) [unique]
}
}
Table material_units {
id uuid [pk, default: `gen_random_uuid()`]
material_id uuid [not null, ref: > materials.id]
brand_material_id uuid [ref: > brand_materials.id, note: 'NULL = generic material fallback']
unit_id integer [not null, ref: > units.id]
conversion_factor decimal(18,6) [not null, note: 'Multiplier to canonical_unit_id']
is_default boolean [not null, default: false]
indexes {
(material_id, brand_material_id, unit_id) [unique]
}
}
Table material_attribute_values {
id uuid [pk, default: `gen_random_uuid()`]
material_id uuid [not null, ref: > materials.id]
attribute_definition_id uuid [not null, ref: > attribute_definitions.id]
value_number decimal(18,6)
value_string text
value_boolean boolean
value_date date
indexes {
(material_id, attribute_definition_id) [unique]
}
}
////////////////////////////////////////////////////////////////////////////
// SUPPLIERS
////////////////////////////////////////////////////////////////////////////
// 1 supplier → exactly 1 category (one of the 8). The old suppliers
// categories JSONB (array of names) is DROPPED.
Table suppliers {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
category_id uuid [not null, ref: > material_categories.id, note: 'A supplier deals in exactly one category']
location text
phone text
contact_person text
tax_id text
created_at timestamptz [not null, default: `now()`]
indexes {
category_id
}
}
// Catalog-layer M:N supplier ↔ material link (the direct edge of the new
// flow: material → supplier → derived category).
// Rows are auto-created whenever a quote line item is saved
// (quote_service / line_items router) and manageably via
// GET/POST /suppliers/{id}/materials, DELETE /suppliers/{id}/materials/{id},
// GET /materials/{id}/suppliers.
// last_quoted_price / last_quoted_at auto-sync when an item decision
// becomes 'chosen' (trigger trg_item_decisions_sync_price).
Table supplier_materials {
id uuid [pk, default: `gen_random_uuid()`]
supplier_id uuid [not null, ref: > suppliers.id, ondelete CASCADE]
material_id uuid [not null, ref: > materials.id, ondelete CASCADE]
is_active boolean [not null, default: true]
last_quoted_price decimal(18,4) [note: 'Denormalized — auto-synced on decision chosen']
last_quoted_at timestamptz
created_at timestamptz [not null, default: `now()`]
indexes {
(supplier_id, material_id) [unique, name: 'uq_supplier_material']
material_id
}
}
////////////////////////////////////////////////////////////////////////////
// PROJECTS
////////////////////////////////////////////////////////////////////////////
// pm_user_id: the ONE project manager responsible for this project
// (1 PM per project). Assigned by the procurement manager.
Table projects {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
description text
start_date date
pm_user_id uuid [ref: > users.id, note: 'The single PM of this project (confirms arrivals)']
created_at timestamptz [not null, default: `now()`]
}
////////////////////////////////////////////////////////////////////////////
// QUOTATIONS
////////////////////////////////////////////////////////////////////////////
Table quotes {
id uuid [pk, default: `gen_random_uuid()`]
supplier_id uuid [not null, ref: > suppliers.id]
project_id uuid [ref: > projects.id]
quote_date timestamptz [not null, default: `now()`]
expiry_date date
accepted_date timestamptz
arrived_date timestamptz
status quote_status [not null, default: 'offered']
is_official boolean [not null, default: true]
notes text
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
}
Table quote_events {
id uuid [pk, default: `gen_random_uuid()`]
quote_id uuid [not null, ref: > quotes.id]
event_type quote_event_type [not null]
payload jsonb [not null, default: '{}']
occurred_at timestamptz [not null, default: `now()`]
actor text [note: 'Free-text label (legacy) — may upgrade to users FK later']
}
Table line_items {
id uuid [pk, default: `gen_random_uuid()`]
quote_id uuid [not null, ref: > quotes.id]
material_id uuid [not null, ref: > materials.id, note: 'GLOBAL material reference']
brand_material_id uuid [ref: > brand_materials.id]
unit_id integer [not null, ref: > units.id]
quantity decimal(18,4) [not null, note: 'Ordered quantity']
notes text
created_at timestamptz [not null, default: `now()`]
}
Table line_item_specs {
id uuid [pk, default: `gen_random_uuid()`]
line_item_id uuid [not null, ref: > line_items.id]
attribute_definition_id uuid [not null, ref: > attribute_definitions.id]
value_number decimal(18,6)
value_string text
value_boolean boolean
value_date date
unit_id_at_time integer [ref: > units.id]
indexes {
(line_item_id, attribute_definition_id) [unique]
}
}
////////////////////////////////////////////////////////////////////////////
// TERMSHEETS
////////////////////////////////////////////////////////////////////////////
Table termsheets {
id uuid [pk, default: `gen_random_uuid()`]
quote_id uuid [not null, ref: > quotes.id]
label text [not null]
status termsheet_status [not null, default: 'offered']
discount_type discount_type [not null, default: 'none']
discount_value decimal(18,4) [not null, default: 0]
created_at timestamptz [not null, default: `now()`]
}
Table termsheet_schedule_steps {
id uuid [pk, default: `gen_random_uuid()`]
termsheet_id uuid [not null, ref: > termsheets.id]
step_no smallint [not null]
due_date date [not null]
amount decimal(18,2) [not null]
note text
indexes {
(termsheet_id, step_no) [unique]
}
}
Table item_termsheets {
id uuid [pk, default: `gen_random_uuid()`]
line_item_id uuid [not null, ref: > line_items.id]
termsheet_id uuid [not null, ref: > termsheets.id]
unit_price decimal(18,4) [not null]
min_order_qty decimal(18,4)
total_price decimal(18,2) [note: 'NOT stored — computed in view item_termsheets_with_total']
indexes {
(line_item_id, termsheet_id) [unique]
}
}
////////////////////////////////////////////////////////////////////////////
// ITEM DECISIONS & RECEIPTS (purchase + PM arrival flow)
////////////////////////////////////////////////////////////////////////////
// project_id: the SINGLE purchased project. Picked by the procurement
// manager when the item is chosen (auto-filled when the offer had exactly
// one project; validated against line_item_projects). Warehouses of this
// project are the only valid arrival destinations.
Table item_decisions {
id uuid [pk, default: `gen_random_uuid()`]
line_item_id uuid [not null, unique, ref: - line_items.id]
chosen_item_termsheet_id uuid [ref: > item_termsheets.id]
status item_decision_status [not null, default: 'pending']
project_id uuid [ref: > projects.id, note: 'The ONE purchased project (set at purchase by proc manager)']
adjusted_unit_price decimal(18,4)
adjusted_notes text
decided_at timestamptz
}
// 1 item : N receipts (PARTIAL DELIVERIES — UNIQUE on item_decision_id is
// REMOVED in v2.6). A receipt means "the PM confirmed this delivery".
// Received qty is in the line item's unit; inventory posting converts to
// the inventory row's unit.
// Derived arrival state (no column): sum of receipts vs line_items.quantity
// = 0 → on-the-way
// < ordered → partially received
// >= ordered → arrived (quote.status flips to 'arrived' when ALL
// chosen items are fully received)
Table item_receipts {
id uuid [pk, default: `gen_random_uuid()`]
item_decision_id uuid [not null, ref: > item_decisions.id, note: 'NOT unique — partial deliveries']
confirmed_by uuid [not null, ref: > users.id, note: 'The PM who confirmed this delivery']
received_at timestamptz [not null, default: `now()`]
received_qty decimal(18,4) [not null]
on_time boolean
quality_note text
indexes {
item_decision_id
}
}
// The PM's split of ONE receipt across warehouses (typically 3).
// App rule: SUM(quantity) = item_receipts.received_qty and every
// warehouse.project_id = item_decisions.project_id.
Table item_receipt_allocations {
id uuid [pk, default: `gen_random_uuid()`]
receipt_id uuid [not null, ref: > item_receipts.id, ondelete CASCADE]
warehouse_id uuid [not null, ref: > warehouses.id, ondelete RESTRICT]
quantity decimal(18,6) [not null, note: '> 0 — in the receipt line-item unit']
indexes {
(receipt_id, warehouse_id) [unique]
}
}
////////////////////////////////////////////////////////////////////////////
// WAREHOUSES & INVENTORY
////////////////////////////////////////////////////////////////////////////
// 1 warehouse → exactly 1 project. Receipts route to warehouses of the
// purchased project.
Table warehouses {
id uuid [pk, default: `gen_random_uuid()`]
project_id uuid [not null, ref: > projects.id, ondelete CASCADE]
name text [not null]
description text
created_at timestamptz [not null, default: `now()`]
}
// Current stock snapshot, unique per (warehouse, material, brand, specs).
// brand_id is NULLABLE → the unique index MUST use COALESCE so NULL means
// ONE concrete value ('no brand'); a plain unique index would allow
// duplicate stock rows for unbranded materials (Postgres NULLs are
// distinct). specs_hash = SHA256 of the sorted canonical specs JSON
// ('default' when empty) — computed SERVER-SIDE on every write.
// unit_id: the unit of quantity for this row (canonical unit for
// auto-posted purchases; PM manual entries may pick any unit — the service
// enforces one unit per row).
Table inventory {
id uuid [pk, default: `gen_random_uuid()`]
warehouse_id uuid [not null, ref: > warehouses.id, ondelete CASCADE]
material_id uuid [not null, ref: > materials.id, ondelete RESTRICT]
brand_id uuid [ref: > brands.id, ondelete SET NULL]
quantity decimal(18,6) [not null, default: 0, note: 'CHECK (quantity >= 0)']
unit_id integer [not null, ref: > units.id]
specs jsonb [not null, default: '{}']
specs_hash text [not null, default: 'default']
updated_at timestamptz [not null, default: `now()`]
indexes {
(warehouse_id, material_id, COALESCE(brand_id, '00000000-0000-0000-0000-000000000000'), specs_hash) [unique, name: 'uq_inventory_stock']
(warehouse_id, material_id)
}
}
// Full chronological ledger. quantity is SIGNED (see enum note).
// STOCK_COUNT: recorded_qty/physical_qty hold the before/counted values
// and quantity = difference. A transfer = two linked rows
// (TRANSFER_OUT in source, TRANSFER_IN in destination) sharing
// transfer_pair_id. performed_by = user display name (or FK later).
// receipt_allocation_id links an auto-posted PURCHASE back to its
// allocation — UNIQUE, so the same delivery can never post twice.
Table inventory_transactions {
id uuid [pk, default: `gen_random_uuid()`]
inventory_id uuid [not null, ref: > inventory.id, ondelete CASCADE]
warehouse_id uuid [not null, ref: > warehouses.id, ondelete RESTRICT]
receipt_allocation_id uuid [ref: > item_receipt_allocations.id, ondelete SET NULL, note: 'UNIQUE — idempotent arrival posting']
transaction_type inventory_transaction_reason [not null]
quantity decimal(18,6) [not null, note: 'SIGNED — positive in, negative out']
recorded_qty decimal(18,6) [note: 'STOCK_COUNT only']
physical_qty decimal(18,6) [note: 'STOCK_COUNT only']
transfer_pair_id uuid [note: 'Links TRANSFER_OUT ↔ TRANSFER_IN rows']
performed_by text [note: 'User display name (dev placeholder — users FK later)']
transaction_date timestamptz [not null, default: `now()`]
note text
created_at timestamptz [not null, default: `now()`]
indexes {
receipt_allocation_id [unique]
(inventory_id, transaction_date)
(warehouse_id, transaction_date)
}
}
////////////////////////////////////////////////////////////////////////////
// RUNTIME TABLES (created idempotently at API startup)
////////////////////////////////////////////////////////////////////////////
// M:N quotes ↔ projects (an offer can be about several projects)
Table quote_projects {
quote_id uuid [pk, ref: > quotes.id]
project_id uuid [pk, ref: > projects.id]
}
// M:N line_items ↔ projects (offer-side allocation; the PURCHASED project
// is the single item_decisions.project_id)
Table line_item_projects {
line_item_id uuid [pk, ref: > line_items.id]
project_id uuid [pk, ref: > projects.id]
}
// Invoice / proforma metadata — bytes in MinIO
Table quote_attachments {
id uuid [pk]
quote_id uuid [not null, ref: > quotes.id]
kind text [not null, note: 'invoice | proforma']
file_name text [not null]
mime_type text [not null]
size_bytes bigint [not null]
object_key text [not null]
uploaded_at timestamptz [not null]
created_at timestamptz [not null]
updated_at timestamptz [not null]
}
// One reference unit per category (units dashboard)
Table category_reference_units {
id uuid [pk]
category_id uuid [not null, unique, ref: > material_categories.id]
ref_unit text [not null]
updated_at timestamptz [not null]
}
Table unit_conversions {
id uuid [pk]
category_id uuid [not null, ref: > material_categories.id]
brand text
from_unit text [not null]
to_unit text [not null]
factor decimal(18,6) [not null]
updated_at timestamptz [not null]
}
Table standard_conversions {
id uuid [pk]
from_unit text [not null]
to_unit text [not null]
factor decimal(18,6) [not null]
updated_at timestamptz [not null]
indexes {
(from_unit, to_unit) [unique]
}
}
////////////////////////////////////////////////////////////////////////////
// TRIGGERS (automatic behavior)
////////////////////////////////////////////////////////////////////////////
//
// 1) set_updated_at() — existing: material_categories, materials, quotes,
// quote_attachments.
//
// 2) fn_derive_material_category() — AFTER INSERT ON supplier_materials:
// materials.category_id = supplier.category_id IF NULL (first-link-wins,
// idempotent, bumps materials.updated_at). Service applies the same rule;
// trigger is defense-in-depth for direct SQL.
//
// 3) fn_sync_last_quoted_price() — AFTER INSERT OR UPDATE OF status ON
// item_decisions WHERE status='chosen' AND chosen_item_termsheet_id NOT
// NULL: supplier_materials.last_quoted_price = COALESCE(adjusted_unit_price,
// chosen termsheet unit_price); last_quoted_at = now().
//
// 4) Stock quantity is maintained by the SERVICE (inventory_service.
// apply_transaction) with SELECT ... FOR UPDATE row locks — NOT a
// trigger — because the fork's shipped code already implements the
// find-or-create/decrement logic there and both must not double-apply.
// The ledger (inventory_transactions) is the history; inventory.quantity
// is the atomic snapshot.
//
// 5) Arrival auto-posting goes through the same service path: POST
// /pm/receipts → insert receipt + allocations → for each allocation
// insert an inventory_transactions row with transaction_type=PURCHASE,
// quantity converted to the inventory row's unit, receipt_allocation_id
// = allocation id (UNIQUE prevents double-posting).
////////////////////////////////////////////////////////////////////////////
// API CONTRACT NOTES (for the inventory dash port)
////////////////////////////////////////////////////////////////////////////
// Endpoints the shipped dash already calls (shapes must stay stable):
// GET /projects, /material-categories, /units, /brands
// GET /materials?expand=category,brands,canonical_unit
// GET /inventory/warehouses
// GET /inventory (filters: project_id, category_id, warehouse_id, material_id)
// GET /inventory/transactions (filters: project_id, warehouse_id, transaction_type, date_from/to)
// POST /inventory/transactions (manual PM entries)
// GET /inventory/{id}/transactions
// GET /inventory/meta/types
// GET /inventory/materials/options?category_id=&warehouse_id=
// POST /inventory/warehouses, PATCH/DELETE /inventory/warehouses/{id}
// All responses use the {data, meta} envelope.
// New for the PM arrival flow:
// GET /pm/on-the-way → chosen items not fully received (three states)
// POST /pm/receipts → confirm delivery: receipt + allocations
// GET /pm/receipts → delivery history for the PM's project
// Auth: Authorization: Bearer <Casdoor JWT>; role from users.role;
// PM's project from projects.pm_user_id. Dev fallback: X-User-Role /
// X-Project-Id / X-User-Name-B64 headers.
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// ============================================================================
// PROCUREMENT SCHEMA v2.4 — Final Enterprise Architecture
// ============================================================================
// ---------- ENUMS ----------
Enum quote_status {
offered
accepted
arrived
rejected
expired
}
Enum termsheet_status {
offered
accepted
rejected
}
Enum material_status {
active
discontinued
draft
}
Enum attribute_data_type {
number
integer
string
enum
boolean
date
}
Enum discount_type {
none
percent
fixed
}
Enum item_decision_status {
pending
chosen
rejected
}
Enum quote_event_type {
offered
accepted
rejected
arrived
note
edited
expired
}
// ============================================================================
// CATALOG DOMAIN
// ============================================================================
Table units {
id integer [pk]
code varchar [not null, unique]
name_fa varchar
dimension varchar [note: 'length, mass, pressure, area, volume, voltage, count, ratio, time, currency']
si_factor decimal [not null, default: 1.0, note: 'Universal multiply factor to convert to base SI unit within same dimension']
is_base boolean [default: false]
}
Table brands {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
country text
created_at timestamptz [not null, default: `now()`]
indexes {
(name, country) [unique]
}
}
Table material_categories {
id uuid [pk, default: `gen_random_uuid()`]
slug text [not null, unique]
name text [not null]
description text
is_active boolean [not null, default: true]
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
}
// Global Attribute Dictionary
Table attribute_definitions {
id uuid [pk, default: `gen_random_uuid()`]
attribute_key text [not null, unique]
label text [not null]
data_type attribute_data_type [not null]
unit_id integer [ref: > units.id]
enum_values jsonb [note: 'Allowed options for enum types']
created_at timestamptz [not null, default: `now()`]
}
// Category-Attribute Junction (Scopes global attributes & sets category rules)
Table category_attributes {
id uuid [pk, default: `gen_random_uuid()`]
category_id uuid [not null, ref: > material_categories.id]
attribute_definition_id uuid [not null, ref: > attribute_definitions.id]
is_required boolean [not null, default: false]
is_filterable boolean [not null, default: false]
conditional_rules jsonb [note: 'UI Wizard rules e.g. {"when": {"is_colored": true}, "then": {"required": ["color"]}}']
sort_order smallint [not null, default: 0]
indexes {
(category_id, attribute_definition_id) [unique]
}
}
// Abstract Base Products / Materials
Table materials {
id uuid [pk, default: `gen_random_uuid()`]
category_id uuid [not null, ref: > material_categories.id]
name text [not null]
canonical_unit_id integer [not null, ref: > units.id]
status material_status [not null, default: `'active'`]
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
indexes {
(category_id, name) [unique]
}
}
// M:N Brand <-> Material Junction
Table brand_materials {
id uuid [pk, default: `gen_random_uuid()`]
brand_id uuid [not null, ref: > brands.id]
material_id uuid [not null, ref: > materials.id]
catalog_code text
is_active boolean [not null, default: true]
created_at timestamptz [not null, default: `now()`]
indexes {
(brand_id, material_id) [unique]
}
}
// Material & Brand Specific Packaging / Unit Overrides
Table material_units {
id uuid [pk, default: `gen_random_uuid()`]
material_id uuid [not null, ref: > materials.id]
brand_material_id uuid [ref: > brand_materials.id, note: 'NULL = generic material fallback; set = brand-specific packaging override']
unit_id integer [not null, ref: > units.id]
conversion_factor "numeric(18,6)" [not null, note: 'Multiplier to convert to canonical_unit_id']
is_default boolean [not null, default: false]
indexes {
(material_id, brand_material_id, unit_id) [unique]
}
}
// Typed Specs Source of Truth (EAV)
Table material_attribute_values {
id uuid [pk, default: `gen_random_uuid()`]
material_id uuid [not null, ref: > materials.id]
attribute_definition_id uuid [not null, ref: > attribute_definitions.id]
value_number "numeric(18,6)"
value_string text
value_boolean boolean
value_date date
indexes {
(material_id, attribute_definition_id) [unique]
}
}
// ============================================================================
// QUOTATION & PROCUREMENT DOMAIN
// ============================================================================
Table suppliers {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
location text
phone text
contact_person text
tax_id text
created_at timestamptz [not null, default: `now()`]
}
Table projects {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
description text
start_date date
created_at timestamptz [not null, default: `now()`]
}
Table quotes {
id uuid [pk, default: `gen_random_uuid()`]
supplier_id uuid [not null, ref: > suppliers.id]
project_id uuid [ref: > projects.id]
quote_date timestamptz [not null, default: `now()`]
expiry_date date
accepted_date timestamptz
arrived_date timestamptz
status quote_status [not null, default: `'offered'`]
is_official boolean [not null, default: true, note: 'True = formal binding quote; False = informal price estimate / draft']
notes text
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
}
Table quote_events {
id uuid [pk, default: `gen_random_uuid()`]
quote_id uuid [not null, ref: > quotes.id]
event_type quote_event_type [not null]
payload jsonb [not null, default: `'{}'`]
occurred_at timestamptz [not null, default: `now()`]
actor text
}
Table line_items {
id uuid [pk, default: `gen_random_uuid()`]
quote_id uuid [not null, ref: > quotes.id]
material_id uuid [not null, ref: > materials.id]
brand_material_id uuid [ref: > brand_materials.id, note: 'Optional: set when a specific branded product is quoted']
unit_id integer [not null, ref: > units.id]
quantity "numeric(18,4)" [not null]
notes text
created_at timestamptz [not null, default: `now()`]
}
// Historical Snapshot: Freezes material specs at quote generation time
Table line_item_specs {
id uuid [pk, default: `gen_random_uuid()`]
line_item_id uuid [not null, ref: > line_items.id]
attribute_definition_id uuid [not null, ref: > attribute_definitions.id]
value_number "numeric(18,6)"
value_string text
value_boolean boolean
value_date date
unit_id_at_time integer [ref: > units.id]
indexes {
(line_item_id, attribute_definition_id) [unique]
}
}
Table termsheets {
id uuid [pk, default: `gen_random_uuid()`]
quote_id uuid [not null, ref: > quotes.id]
label text [not null]
status termsheet_status [not null, default: `'offered'`]
discount_type discount_type [not null, default: `'none'`]
discount_value "numeric(18,4)" [not null, default: 0]
created_at timestamptz [not null, default: `now()`]
}
Table termsheet_schedule_steps {
id uuid [pk, default: `gen_random_uuid()`]
termsheet_id uuid [not null, ref: > termsheets.id]
step_no smallint [not null]
due_date date [not null]
amount "numeric(18,2)" [not null]
note text
indexes {
(termsheet_id, step_no) [unique]
}
}
Table item_termsheets {
id uuid [pk, default: `gen_random_uuid()`]
line_item_id uuid [not null, ref: > line_items.id]
termsheet_id uuid [not null, ref: > termsheets.id]
unit_price "numeric(18,4)" [not null]
min_order_qty "numeric(18,4)"
total_price "numeric(18,2)" [note: 'Calculated at query/view time: unit_price * line_items.quantity']
indexes {
(line_item_id, termsheet_id) [unique]
}
}
Table item_decisions {
id uuid [pk, default: `gen_random_uuid()`]
line_item_id uuid [not null, unique, ref: - line_items.id]
chosen_item_termsheet_id uuid [ref: > item_termsheets.id]
status item_decision_status [not null, default: `'pending'`]
adjusted_unit_price "numeric(18,4)"
adjusted_notes text
decided_at timestamptz
}
Table item_receipts {
id uuid [pk, default: `gen_random_uuid()`]
item_decision_id uuid [not null, unique, ref: - item_decisions.id]
received_at timestamptz [not null, default: `now()`]
received_qty "numeric(18,4)" [not null]
on_time boolean
quality_note text}
@@ -0,0 +1,274 @@
# Migration Plan: Material → Supplier → Category Redesign
**Schema:** Procurement Schema v2.4
**Change owner:** [fill in]
**Status:** Ready for engineering review
---
## 1. Objective
Today, a material can only exist inside a category, and a category is the only path that connects a material to a supplier:
```
material → category → supplier
```
We are flipping this so materials are **global, catalog-wide entities** that connect to a supplier first. Category is *derived automatically* from the supplier, not chosen by a category-first hierarchy:
```
material → supplier → category
```
Confirmed business rules driving this design:
1. **Material names are globally unique** across the entire catalog — not just unique within a category.
2. **A supplier deals in exactly one category** (1 supplier → 1 category; 1 category → N suppliers). A supplier is "known" for that category.
3. **Category assignment must be fully automatic** — no manual/admin step required after a material is linked to a supplier.
---
## 2. Schema changes — summary table
| # | Table | Change | Type |
|---|-------|--------|------|
| 1 | `materials` | `category_id` becomes nullable | Alter column |
| 2 | `materials` | Unique index changes from `(category_id, name)` → `name` | Alter index |
| 3 | `suppliers` | Add `category_id` (not null, FK to `material_categories.id`) | New column |
| 4 | `suppliers` | Add index on `category_id` | New index |
| 5 | — | New table `supplier_materials` | New table |
| 6 | — | Trigger: auto-derive `materials.category_id` on first supplier link | New trigger |
| 7 | — | (Recommended, separate decision) sync job/trigger for `supplier_materials.last_quoted_price` | New trigger/job |
Nothing else in the schema changes. `category_attributes` and the EAV machinery (`material_attribute_values`, `attribute_definitions`) are **untouched** — they continue to key off `category_id`, which now just gets populated automatically instead of being set at material-creation time.
---
## 3. Detailed DBML changes
### 3.1 `materials` — loosen the category requirement
```dbml
Table materials {
id uuid [pk, default: `gen_random_uuid()`]
category_id uuid [ref: > material_categories.id, note: 'Nullable — populated automatically once linked to a supplier']
name text [not null]
canonical_unit_id integer [not null, ref: > units.id]
status material_status [not null, default: `'active'`]
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
indexes {
name [unique]
}
}
```
**Removed:** `not null` on `category_id`, and the composite `(category_id, name)` unique index.
**Added:** bare `name [unique]`.
⚠️ **Pre-migration check required** — see §5.1. A bare unique index on `name` will fail to apply if any duplicate material names currently exist across different categories.
### 3.2 `suppliers` — add the category tag
```dbml
Table suppliers {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
category_id uuid [not null, ref: > material_categories.id, note: 'A supplier deals in exactly one category']
location text
phone text
contact_person text
tax_id text
created_at timestamptz [not null, default: `now()`]
indexes {
category_id
}
}
```
The index on `category_id` supports "list all suppliers in category X" lookups and category-based reporting.
⚠️ **Pre-migration check required** — see §5.2. `not null` can't be applied until every existing supplier row has a category assigned.
### 3.3 New table: `supplier_materials`
The catalog-layer edge that currently doesn't exist — what a supplier actually sells, independent of any quote.
```dbml
// M:N Supplier <-> Material catalog junction
Table supplier_materials {
id uuid [pk, default: `gen_random_uuid()`]
supplier_id uuid [not null, ref: > suppliers.id]
material_id uuid [not null, ref: > materials.id]
is_active boolean [not null, default: true]
last_quoted_price "numeric(18,4)" [note: 'Denormalized — see §3.5 sync mechanism']
created_at timestamptz [not null, default: `now()`]
indexes {
(supplier_id, material_id) [unique]
material_id
}
}
```
Two indexes, two different access patterns:
- `(supplier_id, material_id)` unique — "show this supplier's catalog," and prevents duplicate links.
- Standalone `material_id` — "which suppliers carry this material" (price comparison UI). Without this, that query has to scan the whole table.
### 3.4 Trigger: automatic category derivation
Fires the moment a material is linked to a supplier for the first time. If the material has no category yet, it inherits the supplier's category. Idempotent — only touches rows where `category_id IS NULL`, so it never overwrites a manually-set or already-derived category.
```sql
CREATE OR REPLACE FUNCTION fn_derive_material_category()
RETURNS TRIGGER AS $$
BEGIN
UPDATE materials
SET category_id = (SELECT category_id FROM suppliers WHERE id = NEW.supplier_id),
updated_at = now()
WHERE id = NEW.material_id
AND category_id IS NULL;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
CREATE TRIGGER trg_supplier_materials_derive_category
AFTER INSERT ON supplier_materials
FOR EACH ROW
EXECUTE FUNCTION fn_derive_material_category();
```
Because `suppliers.category_id` is `not null`, this trigger can never pull a null category — it will always resolve to something as long as the supplier row is valid.
### 3.5 `last_quoted_price` sync — needs a team decision
`supplier_materials.last_quoted_price` is denormalized, and nothing in the schema keeps it in sync automatically yet. This wasn't part of the original ask, but it's a loose end worth closing now rather than discovering later. **The team needs to pick the trigger event** — the most natural candidate is when a line item's decision is finalized:
```sql
CREATE OR REPLACE FUNCTION fn_sync_last_quoted_price()
RETURNS TRIGGER AS $$
BEGIN
IF NEW.status = 'chosen' THEN
UPDATE supplier_materials sm
SET last_quoted_price = COALESCE(NEW.adjusted_unit_price, it.unit_price)
FROM item_termsheets it
JOIN line_items li ON li.id = it.line_item_id
JOIN quotes q ON q.id = li.quote_id
WHERE it.id = NEW.chosen_item_termsheet_id
AND sm.supplier_id = q.supplier_id
AND sm.material_id = li.material_id;
END IF;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
CREATE TRIGGER trg_item_decisions_sync_price
AFTER UPDATE OF status ON item_decisions
FOR EACH ROW
EXECUTE FUNCTION fn_sync_last_quoted_price();
```
**Open question for the team:** should this fire on `item_decisions.status = 'chosen'` (as above — reflects the price actually decided on), or on `quotes.status = 'accepted'` (reflects the whole quote being accepted, before line-level decisions are made)? These can produce different values if a decision is later adjusted. Pick one source of truth and confirm before implementing.
---
## 4. What is explicitly NOT changing
- `category_attributes`, `attribute_definitions`, `material_attribute_values` — the EAV system stays exactly as-is. It already keys off `material_id` directly with no FK to category, so a material sitting with `category_id = NULL` for a while doesn't break anything at the data layer — it just means the UI won't prompt for category-specific spec fields until `category_id` gets populated by the trigger.
- `brand_materials`, `material_units` — untouched.
- `quotes`, `line_items`, `termsheets`, `item_decisions`, `item_receipts` — untouched. `supplier_materials` is a catalog-layer table; it doesn't replace or interact with the transactional quote flow.
---
## 5. Migration steps (in order)
### 5.1 Pre-check: duplicate material names
Run this against production **before** touching the `materials` unique index:
```sql
SELECT name, COUNT(*) AS occurrences
FROM materials
GROUP BY name
HAVING COUNT(*) > 1;
```
If this returns any rows, resolve them (rename, merge, or archive duplicates) before proceeding — the new `name [unique]` index will fail to create otherwise.
### 5.2 Pre-check / backfill: supplier categories
Every existing supplier needs a `category_id` before the column can be made `not null`.
```sql
-- 1. Add as nullable first
ALTER TABLE suppliers ADD COLUMN category_id uuid REFERENCES material_categories(id);
-- 2. Backfill (manual, or scripted from existing quote/line_item history —
-- e.g. infer from the most common category among a supplier's past line items)
-- 3. Verify zero nulls remain
SELECT id, name FROM suppliers WHERE category_id IS NULL;
-- 4. Only once that returns zero rows:
ALTER TABLE suppliers ALTER COLUMN category_id SET NOT NULL;
CREATE INDEX idx_suppliers_category_id ON suppliers(category_id);
```
### 5.3 Apply `materials` changes
```sql
ALTER TABLE materials ALTER COLUMN category_id DROP NOT NULL;
DROP INDEX IF EXISTS materials_category_id_name_idx; -- adjust to actual constraint name
CREATE UNIQUE INDEX materials_name_idx ON materials(name);
```
### 5.4 Create `supplier_materials`
Create table and both indexes as in §3.3.
### 5.5 Create the category-derivation trigger
Deploy the function and trigger from §3.4.
### 5.6 Decide and implement `last_quoted_price` sync
Resolve the open question in §3.5, then deploy.
### 5.7 Backfill existing materials (optional, recommended)
Materials that already have a `category_id` from the old flow don't need anything — the trigger only acts on nulls. But if you want `supplier_materials` populated retroactively from quote history so the "which suppliers carry this material" UI works immediately instead of only going forward, backfill it from `line_items`:
```sql
INSERT INTO supplier_materials (supplier_id, material_id, is_active)
SELECT DISTINCT q.supplier_id, li.material_id, true
FROM line_items li
JOIN quotes q ON q.id = li.quote_id
ON CONFLICT (supplier_id, material_id) DO NOTHING;
```
---
## 6. Open decisions for the team
| Question | Why it matters |
|---|---|
| Can a supplier ever legitimately sell more than one category (e.g. a general distributor)? | Current design hard-enforces 1 supplier = 1 category. If this happens in practice, the workaround is separate supplier records per category — confirm this is acceptable before locking it in. |
| Which event syncs `last_quoted_price` — `item_decisions.status = 'chosen'` or `quotes.status = 'accepted'`? | Determines what "last quoted price" actually means to users; needs one source of truth. |
| Do we backfill `supplier_materials` from historical `line_items` (§5.7)? | Affects whether "supplier catalog" and "which suppliers carry X" features work on day one or only going forward. |
| What happens to materials that never get linked to any supplier? | They stay permanently uncategorized (`category_id = NULL`) by design — confirm reporting/spend-by-category views handle a NULL bucket gracefully. |
---
## 7. Testing checklist
- [ ] Inserting a material with no `category_id` succeeds.
- [ ] Inserting a duplicate material `name` (any category) fails with a unique violation.
- [ ] Inserting a supplier with no `category_id` fails (not null violation).
- [ ] Linking a material to a supplier via `supplier_materials` auto-populates `materials.category_id` to match the supplier's category.
- [ ] Linking a material to a **second** supplier (different category) does **not** overwrite an already-populated `category_id`.
- [ ] `category_attributes`-driven UI still correctly shows spec fields once `category_id` is populated.
- [ ] Reverse lookup ("suppliers carrying material X") uses the `material_id` index and performs well at scale.
- [ ] `last_quoted_price` updates correctly once the chosen sync trigger fires (per §3.5 decision).
+524
View File
@@ -0,0 +1,524 @@
// ============================================================================
// PROCUREMENT SCHEMA v2.5 — Material → Supplier → Category Architecture
// ============================================================================
//
// CHANGE FROM v2.4 (the material -> category -> supplier model):
//
// OLD: material -> category -> supplier
// (a material could only exist inside a category, and category was
// the only path that connected it to a supplier)
//
// NEW: material -> supplier -> category
// (materials are GLOBAL, catalog-wide entities with globally unique
// names; they link directly to suppliers; the material's category
// is DERIVED AUTOMATICALLY from the supplier — first link wins)
//
// Business rules enforced by this schema:
// 1. materials.name is globally unique across the entire catalog.
// 2. A supplier deals in exactly ONE category:
// 1 supplier -> 1 category, 1 category -> N suppliers.
// 3. Category assignment is fully automatic — never a manual step:
// - linking a material to a supplier (supplier_materials) sets
// materials.category_id to the supplier's category IF it is NULL
// (first link wins; later links never overwrite).
// - supplier_materials rows are created automatically whenever a
// quote line item is saved (quote_service / line_items router).
// 4. last_quoted_price / last_quoted_at on supplier_materials are
// denormalized and auto-synced when an item_decision becomes 'chosen'.
//
// DOCUMENTED RULES (accepted trade-offs — see plan):
// - A material linked to suppliers of different categories keeps the
// FIRST category forever.
// - Deleting a supplier_materials link does NOT clear the category.
// - Changing a supplier's category does NOT retroactively re-categorize
// its materials.
// - A material never linked to any supplier stays category_id = NULL
// ("uncategorized" bucket) and remains fully usable in quotes.
// - A supplier genuinely selling across categories gets one supplier
// record per category.
// ---------- ENUMS ----------
Enum quote_status {
offered
accepted
arrived
rejected
expired
}
Enum termsheet_status {
offered
accepted
rejected
}
Enum material_status {
active
discontinued
draft
}
Enum attribute_data_type {
number
integer
string
enum
boolean
date
}
Enum discount_type {
none
percent
fixed
}
Enum item_decision_status {
pending
chosen
rejected
}
Enum quote_event_type {
offered
accepted
rejected
arrived
note
edited
expired
}
// ============================================================================
// CATALOG DOMAIN
// ============================================================================
Table units {
id integer [pk]
code varchar [not null, unique]
name_fa varchar
dimension varchar [note: 'length, mass, pressure, area, volume, voltage, count, ratio, time, currency']
si_factor decimal [not null, default: 1.0, note: 'Universal multiply factor to convert to base SI unit within same dimension']
is_base boolean [default: false]
}
Table brands {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
country text
created_at timestamptz [not null, default: `now()`]
indexes {
(name, country) [unique]
}
}
Table material_categories {
id uuid [pk, default: `gen_random_uuid()`]
slug text [not null, unique]
name text [not null]
description text
is_active boolean [not null, default: true]
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
}
// Global Attribute Dictionary
Table attribute_definitions {
id uuid [pk, default: `gen_random_uuid()`]
attribute_key text [not null, unique]
label text [not null]
data_type attribute_data_type [not null]
unit_id integer [ref: > units.id]
enum_values jsonb [note: 'Allowed options for enum types']
created_at timestamptz [not null, default: `now()`]
}
// Category-Attribute Junction (Scopes global attributes & sets category rules)
Table category_attributes {
id uuid [pk, default: `gen_random_uuid()`]
category_id uuid [not null, ref: > material_categories.id]
attribute_definition_id uuid [not null, ref: > attribute_definitions.id]
is_required boolean [not null, default: false]
is_filterable boolean [not null, default: false]
conditional_rules jsonb [note: 'UI Wizard rules e.g. {"when": {"is_colored": true}, "then": {"required": ["color"]}}']
sort_order smallint [not null, default: 0]
indexes {
(category_id, attribute_definition_id) [unique]
}
}
// ----------------------------------------------------------------------------
// Materials — GLOBAL catalog entities (v2.5)
// ----------------------------------------------------------------------------
// category_id is now NULLABLE and DERIVED: it is populated automatically by
// the trigger/service when the material is first linked to a supplier
// (supplier_materials insert), inheriting that supplier's category.
// A material may sit with category_id = NULL indefinitely — it is a valid,
// global, reusable catalog row.
Table materials {
id uuid [pk, default: `gen_random_uuid()`]
category_id uuid [ref: > material_categories.id, note: 'NULLABLE — derived automatically from the first linked supplier (first-link-wins)']
name text [not null, note: 'GLOBALLY unique across the entire catalog']
topic text [note: 'LEGACY display column (Persian topic) — no longer written by the app; frontend derives topic from the category slug']
canonical_unit_id integer [not null, ref: > units.id]
status material_status [not null, default: `'active'`]
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
indexes {
name [unique, name: 'uq_material_name', note: 'REPLACES the old (category_id, name) composite unique — global uniqueness']
}
}
// M:N Brand <-> Material Junction
Table brand_materials {
id uuid [pk, default: `gen_random_uuid()`]
brand_id uuid [not null, ref: > brands.id]
material_id uuid [not null, ref: > materials.id]
catalog_code text
is_active boolean [not null, default: true]
created_at timestamptz [not null, default: `now()`]
indexes {
(brand_id, material_id) [unique]
}
}
// Material & Brand Specific Packaging / Unit Overrides
Table material_units {
id uuid [pk, default: `gen_random_uuid()`]
material_id uuid [not null, ref: > materials.id]
brand_material_id uuid [ref: > brand_materials.id, note: 'NULL = generic material fallback; set = brand-specific packaging override']
unit_id integer [not null, ref: > units.id]
conversion_factor "numeric(18,6)" [not null, note: 'Multiplier to convert to canonical_unit_id']
is_default boolean [not null, default: false]
indexes {
(material_id, brand_material_id, unit_id) [unique]
}
}
// Typed Specs Source of Truth (EAV)
Table material_attribute_values {
id uuid [pk, default: `gen_random_uuid()`]
material_id uuid [not null, ref: > materials.id]
attribute_definition_id uuid [not null, ref: > attribute_definitions.id]
value_number "numeric(18,6)"
value_string text
value_boolean boolean
value_date date
indexes {
(material_id, attribute_definition_id) [unique]
}
}
// ============================================================================
// QUOTATION & PROCUREMENT DOMAIN
// ============================================================================
// ----------------------------------------------------------------------------
// Suppliers — v2.5: exactly ONE category each (1 supplier -> 1 category)
// ----------------------------------------------------------------------------
// The old suppliers.categories JSONB (array of category NAMES, added at
// runtime by init_db.py) is DROPPED and replaced by this category_id FK.
// A supplier is "known under" its category (its major product offering).
Table suppliers {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
category_id uuid [not null, ref: > material_categories.id, note: 'A supplier deals in exactly one category (1 category -> N suppliers)']
location text
phone text
contact_person text
tax_id text
created_at timestamptz [not null, default: `now()`]
indexes {
category_id [name: 'idx_suppliers_category_id', note: '"list all suppliers in category X" + category-based reporting']
}
}
// ----------------------------------------------------------------------------
// supplier_materials — NEW (v2.5): the catalog-layer M:N supplier <-> material
// link that did not exist before. This is the edge that makes the new flow
// work: material -> supplier (this table) -> category (derived).
// ----------------------------------------------------------------------------
// Rows are created automatically when a quote line item is saved
// (quote_service._insert_children / replace_quote_children / line_items
// router), and can also be managed explicitly via
// GET/POST /suppliers/{id}/materials
// DELETE /suppliers/{id}/materials/{material_id}
// GET /materials/{id}/suppliers (price comparison data source)
//
// last_quoted_price / last_quoted_at are DENORMALIZED and auto-synced by
// trigger trg_item_decisions_sync_price when an item_decision becomes
// 'chosen' (see TRIGGERS section below).
Table supplier_materials {
id uuid [pk, default: `gen_random_uuid()`]
supplier_id uuid [not null, ref: > suppliers.id, note: 'CASCADE on supplier delete']
material_id uuid [not null, ref: > materials.id, note: 'CASCADE on material delete']
is_active boolean [not null, default: true]
last_quoted_price "numeric(18,4)" [note: 'Denormalized — auto-synced on item decision "chosen"']
last_quoted_at timestamptz [note: 'When last_quoted_price was last synced']
created_at timestamptz [not null, default: `now()`]
indexes {
(supplier_id, material_id) [unique, name: 'uq_supplier_material', note: '"this supplier\'s catalog" + prevents duplicate links']
material_id [name: 'idx_supplier_materials_material', note: '"which suppliers carry this material" (price comparison UI)']
}
}
Table projects {
id uuid [pk, default: `gen_random_uuid()`]
name text [not null]
description text
start_date date
created_at timestamptz [not null, default: `now()`]
}
Table quotes {
id uuid [pk, default: `gen_random_uuid()`]
supplier_id uuid [not null, ref: > suppliers.id]
project_id uuid [ref: > projects.id]
quote_date timestamptz [not null, default: `now()`]
expiry_date date
accepted_date timestamptz
arrived_date timestamptz
status quote_status [not null, default: `'offered'`]
is_official boolean [not null, default: true, note: 'True = formal binding quote; False = informal price estimate / draft']
notes text
created_at timestamptz [not null, default: `now()`]
updated_at timestamptz [not null, default: `now()`]
}
Table quote_events {
id uuid [pk, default: `gen_random_uuid()`]
quote_id uuid [not null, ref: > quotes.id]
event_type quote_event_type [not null]
payload jsonb [not null, default: `'{}'`]
occurred_at timestamptz [not null, default: `now()`]
actor text
}
Table line_items {
id uuid [pk, default: `gen_random_uuid()`]
quote_id uuid [not null, ref: > quotes.id]
material_id uuid [not null, ref: > materials.id, note: 'GLOBAL material reference — no category involved at this layer']
brand_material_id uuid [ref: > brand_materials.id, note: 'Optional: set when a specific branded product is quoted']
unit_id integer [not null, ref: > units.id]
quantity "numeric(18,4)" [not null]
notes text
created_at timestamptz [not null, default: `now()`]
}
// Historical Snapshot: Freezes material specs at quote generation time
Table line_item_specs {
id uuid [pk, default: `gen_random_uuid()`]
line_item_id uuid [not null, ref: > line_items.id]
attribute_definition_id uuid [not null, ref: > attribute_definitions.id]
value_number "numeric(18,6)"
value_string text
value_boolean boolean
value_date date
unit_id_at_time integer [ref: > units.id]
indexes {
(line_item_id, attribute_definition_id) [unique]
}
}
Table termsheets {
id uuid [pk, default: `gen_random_uuid()`]
quote_id uuid [not null, ref: > quotes.id]
label text [not null]
status termsheet_status [not null, default: `'offered'`]
discount_type discount_type [not null, default: `'none'`]
discount_value "numeric(18,4)" [not null, default: 0]
created_at timestamptz [not null, default: `now()`]
}
Table termsheet_schedule_steps {
id uuid [pk, default: `gen_random_uuid()`]
termsheet_id uuid [not null, ref: > termsheets.id]
step_no smallint [not null]
due_date date [not null]
amount "numeric(18,2)" [not null]
note text
indexes {
(termsheet_id, step_no) [unique]
}
}
Table item_termsheets {
id uuid [pk, default: `gen_random_uuid()`]
line_item_id uuid [not null, ref: > line_items.id]
termsheet_id uuid [not null, ref: > termsheets.id]
unit_price "numeric(18,4)" [not null]
min_order_qty "numeric(18,4)"
total_price "numeric(18,2)" [note: 'Calculated at query/view time: unit_price * line_items.quantity']
indexes {
(line_item_id, termsheet_id) [unique]
}
}
// item_decisions.status='chosen' drives the supplier_materials price sync
// (trigger trg_item_decisions_sync_price — see TRIGGERS section).
Table item_decisions {
id uuid [pk, default: `gen_random_uuid()`]
line_item_id uuid [not null, unique, ref: - line_items.id]
chosen_item_termsheet_id uuid [ref: > item_termsheets.id]
status item_decision_status [not null, default: `'pending'`]
adjusted_unit_price "numeric(18,4)"
adjusted_notes text
decided_at timestamptz
}
Table item_receipts {
id uuid [pk, default: `gen_random_uuid()`]
item_decision_id uuid [not null, unique, ref: - item_decisions.id]
received_at timestamptz [not null, default: `now()`]
received_qty "numeric(18,4)" [not null]
on_time boolean
quality_note text
}
// ============================================================================
// RUNTIME TABLES (created idempotently at API startup by init_db.py)
// Present in the live database but absent from the v2.4 ERD. Included here
// so the ERD matches reality. NONE of these change in v2.5 except the
// suppliers.categories column, which is DROPPED.
// ============================================================================
// M:N quotes <-> projects junction (a quote can be about several projects)
Table quote_projects {
quote_id uuid [pk, ref: > quotes.id]
project_id uuid [pk, ref: > projects.id]
}
// M:N line_items <-> projects junction (per-material project allocation)
Table line_item_projects {
line_item_id uuid [pk, ref: > line_items.id]
project_id uuid [pk, ref: > projects.id]
}
// Invoice / proforma metadata — bytes live in MinIO
Table quote_attachments {
id uuid [pk]
quote_id uuid [not null, ref: > quotes.id]
kind text [not null, note: 'invoice | proforma']
file_name text [not null]
mime_type text [not null]
size_bytes bigint [not null]
object_key text [not null]
uploaded_at timestamptz [not null]
created_at timestamptz [not null]
updated_at timestamptz [not null]
}
// One reference unit per category (units dashboard)
Table category_reference_units {
id uuid [pk]
category_id uuid [not null, unique, ref: > material_categories.id]
ref_unit text [not null]
updated_at timestamptz [not null]
}
// Brand-scoped / category-scoped conversions
Table unit_conversions {
id uuid [pk]
category_id uuid [not null, ref: > material_categories.id]
brand text
from_unit text [not null]
to_unit text [not null]
factor "numeric(18,6)" [not null]
updated_at timestamptz [not null]
}
// Global conversions, applies to all categories
Table standard_conversions {
id uuid [pk]
from_unit text [not null]
to_unit text [not null]
factor "numeric(18,6)" [not null]
updated_at timestamptz [not null]
indexes {
(from_unit, to_unit) [unique]
}
}
// ============================================================================
// TRIGGERS (automatic behavior — no manual steps anywhere)
// ============================================================================
//
// 1) set_updated_at() — existing: auto-updates updated_at on
// material_categories, materials, quotes, quote_attachments.
//
// 2) fn_derive_material_category() + trg_supplier_materials_derive_category
// AFTER INSERT ON supplier_materials FOR EACH ROW:
// if materials.category_id IS NULL, set it to the linked supplier's
// category_id (first link wins). Idempotent — never overwrites an
// existing category. Also bumps materials.updated_at.
// Backend service link_supplier_material() applies the same rule in the
// application layer (the only write path); the trigger is defense-in-depth
// so even direct SQL follows the rule.
//
// CREATE OR REPLACE FUNCTION fn_derive_material_category()
// RETURNS TRIGGER AS $$
// BEGIN
// UPDATE materials
// SET category_id = (SELECT category_id FROM suppliers WHERE id = NEW.supplier_id),
// updated_at = now()
// WHERE id = NEW.material_id
// AND category_id IS NULL;
// RETURN NEW;
// END;
// $$ LANGUAGE plpgsql;
//
// 3) fn_sync_last_quoted_price() + trg_item_decisions_sync_price
// AFTER INSERT OR UPDATE OF status ON item_decisions FOR EACH ROW
// WHEN (NEW.status = 'chosen' AND NEW.chosen_item_termsheet_id IS NOT NULL):
// updates supplier_materials.last_quoted_price =
// COALESCE(NEW.adjusted_unit_price, chosen termsheet unit_price)
// and last_quoted_at = now() for (quote.supplier_id, line_item.material_id).
// Fires on BOTH insert and update because the accept-quote flow inserts
// decisions directly with status 'chosen'.
//
// CREATE OR REPLACE FUNCTION fn_sync_last_quoted_price()
// RETURNS TRIGGER AS $$
// BEGIN
// IF NEW.status = 'chosen' AND NEW.chosen_item_termsheet_id IS NOT NULL THEN
// UPDATE supplier_materials sm
// SET last_quoted_price = COALESCE(NEW.adjusted_unit_price, it.unit_price),
// last_quoted_at = now()
// FROM item_termsheets it
// JOIN line_items li ON li.id = it.line_item_id
// JOIN quotes q ON q.id = li.quote_id
// WHERE it.id = NEW.chosen_item_termsheet_id
// AND sm.supplier_id = q.supplier_id
// AND sm.material_id = li.material_id;
// END IF;
// RETURN NEW;
// END;
// $$ LANGUAGE plpgsql;
// ============================================================================
// SUMMARY OF v2.4 -> v2.5 CHANGES
// ============================================================================
// 1. materials.category_id: NOT NULL -> NULLABLE (derived automatically).
// 2. materials unique index: (category_id, name) -> name (global uniqueness).
// 3. suppliers: + category_id NOT NULL FK -> material_categories.id + index.
// 4. suppliers.categories JSONB: DROPPED (replaced by #3).
// 5. NEW table supplier_materials (the direct material <-> supplier edge).
// 6. NEW trigger: auto-derive materials.category_id on first supplier link.
// 7. NEW trigger: auto-sync last_quoted_price/last_quoted_at on item decision
// 'chosen' (insert OR update).
// 8. materials.topic: kept as a legacy column but no longer written — the
// frontend derives the 8-topic grouping from the category slug.
// 9. Everything else (EAV, brands, units, quotes chain, runtime tables)
// unchanged.