Versión inicial de Seguimiento de Impuestos GLM

supabase/actualizacion_final_calendario_y_nomina.sql

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+-- Seguimiento de Impuestos GLM
+-- Actualización final: contactos regionales de Nómina y enrutamiento global por categoría.
+-- Ejecutar una sola vez en Supabase SQL Editor sobre la base ya instalada.
+
+begin;
+
+-- Los contactos ubicados en el país Regional pueden especializarse por categoría:
+-- area = regional  -> recibe todas las obligaciones
+-- area = nomina    -> recibe Nómina de todos los países
+-- area = admin     -> recibe Administración de todos los países
+create or replace function public.tax_due_reminders(p_run_date date default current_date)
+returns table (
+  obligation_id uuid,
+  contact_id uuid,
+  alert_date date,
+  alert_type text,
+  due_date date,
+  description text,
+  category text,
+  country_name text,
+  country_code text,
+  contact_name text,
+  contact_email text,
+  contact_whatsapp text,
+  email_enabled boolean,
+  whatsapp_enabled boolean
+)
+language sql
+stable
+security definer
+set search_path = ''
+as $$
+  with due as (
+    select
+      obligation.id,
+      obligation.due_date,
+      obligation.description,
+      obligation.category,
+      obligation.country_id,
+      country.name as country_name,
+      country.code as country_code,
+      case
+        when p_run_date = obligation.due_date then 'same_day'
+        else 'previous_wednesday'
+      end as alert_type
+    from public.tax_obligations obligation
+    join public.tax_countries country on country.id = obligation.country_id
+    where obligation.active = true
+      and (
+        p_run_date = obligation.due_date
+        or p_run_date = public.tax_previous_wednesday(obligation.due_date)
+      )
+  )
+  select
+    due.id as obligation_id,
+    contact.id as contact_id,
+    p_run_date as alert_date,
+    due.alert_type,
+    due.due_date,
+    due.description,
+    due.category,
+    due.country_name,
+    due.country_code,
+    contact.full_name as contact_name,
+    contact.email as contact_email,
+    contact.whatsapp_number as contact_whatsapp,
+    (
+      contact.email_enabled
+      and contact.email is not null
+      and not exists (
+        select 1
+        from public.tax_notification_log log
+        where log.obligation_id = due.id
+          and log.contact_id = contact.id
+          and log.alert_date = p_run_date
+          and log.channel = 'email'
+          and log.status = 'sent'
+      )
+    ) as email_enabled,
+    (
+      contact.whatsapp_enabled
+      and contact.whatsapp_number is not null
+      and not exists (
+        select 1
+        from public.tax_notification_log log
+        where log.obligation_id = due.id
+          and log.contact_id = contact.id
+          and log.alert_date = p_run_date
+          and log.channel = 'whatsapp'
+          and log.status = 'sent'
+      )
+    ) as whatsapp_enabled
+  from due
+  join public.tax_contacts contact
+    on contact.active = true
+  join public.tax_countries contact_country
+    on contact_country.id = contact.country_id
+   and (
+      contact.area = 'regional'
+      or (
+        contact_country.is_regional = true
+        and contact.area = due.category
+      )
+      or (
+        contact.country_id = due.country_id
+        and contact.area = due.category
+      )
+   )
+  where
+    (
+      contact.email_enabled
+      and contact.email is not null
+      and not exists (
+        select 1
+        from public.tax_notification_log log
+        where log.obligation_id = due.id
+          and log.contact_id = contact.id
+          and log.alert_date = p_run_date
+          and log.channel = 'email'
+          and log.status = 'sent'
+      )
+    )
+    or
+    (
+      contact.whatsapp_enabled
+      and contact.whatsapp_number is not null
+      and not exists (
+        select 1
+        from public.tax_notification_log log
+        where log.obligation_id = due.id
+          and log.contact_id = contact.id
+          and log.alert_date = p_run_date
+          and log.channel = 'whatsapp'
+          and log.status = 'sent'
+      )
+    )
+  order by due.due_date, due.country_name, contact.full_name;
+$$;
+
+revoke all on function public.tax_due_reminders(date) from public, anon, authenticated;
+grant execute on function public.tax_due_reminders(date) to service_role;
+
+-- Actualiza los contactos si ya existen.
+with regional_country as (
+  select id
+  from public.tax_countries
+  where code = 'REG'
+  limit 1
+),
+contact_data(full_name, email, whatsapp_number, job_title) as (
+  values
+    ('Mati Soto Valenzuela', 'msoto@gomezleemarketing.com', '18094037571', 'Nómina Regional'),
+    ('Iveth Herrera', 'iherrera@gomezleemarketing.com', '50376373732', 'Nómina Regional')
+)
+update public.tax_contacts contact
+set country_id = regional_country.id,
+    full_name = data.full_name,
+    whatsapp_number = data.whatsapp_number,
+    job_title = data.job_title,
+    area = 'nomina',
+    email_enabled = true,
+    whatsapp_enabled = true,
+    active = true,
+    updated_at = now()
+from contact_data data
+cross join regional_country
+where lower(contact.email) = lower(data.email);
+
+-- Inserta los contactos que todavía no existen.
+with regional_country as (
+  select id
+  from public.tax_countries
+  where code = 'REG'
+  limit 1
+),
+contact_data(full_name, email, whatsapp_number, job_title) as (
+  values
+    ('Mati Soto Valenzuela', 'msoto@gomezleemarketing.com', '18094037571', 'Nómina Regional'),
+    ('Iveth Herrera', 'iherrera@gomezleemarketing.com', '50376373732', 'Nómina Regional')
+)
+insert into public.tax_contacts (
+  country_id,
+  full_name,
+  email,
+  whatsapp_number,
+  job_title,
+  area,
+  email_enabled,
+  whatsapp_enabled,
+  active
+)
+select
+  regional_country.id,
+  data.full_name,
+  lower(data.email),
+  data.whatsapp_number,
+  data.job_title,
+  'nomina',
+  true,
+  true,
+  true
+from contact_data data
+cross join regional_country
+where not exists (
+  select 1
+  from public.tax_contacts existing
+  where lower(existing.email) = lower(data.email)
+);
+
+commit;