f8cd37ac8c
Includes: API (Express/TypeScript), Astro site, Python workers, document generators, FCC compliance tools, Canada CRTC formation, Ansible infrastructure, and deployment scripts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
78 lines
3.8 KiB
PL/PgSQL
78 lines
3.8 KiB
PL/PgSQL
-- 007_refunds.sql
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-- Refund tracking for failed filings that were not the customer's fault.
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-- Covers: state portal errors, payment processing failures, name collisions
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-- discovered after payment, state rejections, etc.
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BEGIN;
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CREATE TABLE IF NOT EXISTS refunds (
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id SERIAL PRIMARY KEY,
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refund_number TEXT UNIQUE NOT NULL, -- REF-2026-XXXXXX
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-- What's being refunded
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order_type TEXT NOT NULL CHECK (order_type IN ('formation', 'service')),
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order_id INTEGER, -- FK to formation_orders.id or orders.id
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order_number TEXT NOT NULL, -- PW-2026-XXXX or ORD-2026-XXXX
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-- Who
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customer_name TEXT NOT NULL,
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customer_email TEXT NOT NULL,
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-- Amount
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original_amount_cents INTEGER NOT NULL, -- what was originally charged
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refund_amount_cents INTEGER NOT NULL, -- what we're refunding (may be partial)
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refund_type TEXT NOT NULL CHECK (refund_type IN ('full', 'partial', 'state_fee_only', 'service_fee_only')),
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-- Why
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reason_category TEXT NOT NULL CHECK (reason_category IN (
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'state_portal_error', -- state portal down, rejected filing incorrectly
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'payment_failed', -- card charged but filing didn't go through
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'name_collision', -- name became unavailable between search and filing
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'state_rejected', -- state rejected the filing after payment
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'automation_error', -- our automation failed and couldn't recover
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'duplicate_charge', -- accidentally charged twice
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'customer_request', -- customer changed mind (discretionary)
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'other'
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)),
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reason_detail TEXT, -- free-text explanation
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-- State fee recovery
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state_fee_recoverable BOOLEAN DEFAULT FALSE, -- can we get the state fee back?
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state_fee_recovered BOOLEAN DEFAULT FALSE,
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state_fee_recovery_notes TEXT,
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-- Processing
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status TEXT DEFAULT 'pending' CHECK (status IN (
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'pending', -- refund requested, not yet approved
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'approved', -- admin approved, ready to process
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'processing', -- refund being sent via Relay
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'sent', -- ACH/card refund sent
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'confirmed', -- customer confirmed receipt
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'denied', -- refund request denied (with reason)
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'cancelled'
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)),
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-- Approval
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requested_by TEXT, -- 'system', 'admin', 'customer'
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requested_at TIMESTAMPTZ DEFAULT now(),
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approved_by INTEGER, -- admin_users.id
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approved_at TIMESTAMPTZ,
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denied_reason TEXT,
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-- Payment
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refund_method TEXT CHECK (refund_method IN ('relay_ach', 'card_reversal', 'check', 'credit')),
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relay_transaction_id TEXT,
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sent_at TIMESTAMPTZ,
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confirmed_at TIMESTAMPTZ,
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-- Metadata
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admin_notes TEXT,
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created_at TIMESTAMPTZ DEFAULT now(),
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updated_at TIMESTAMPTZ DEFAULT now()
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);
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CREATE INDEX IF NOT EXISTS idx_refunds_order ON refunds(order_type, order_id);
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CREATE INDEX IF NOT EXISTS idx_refunds_status ON refunds(status);
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CREATE INDEX IF NOT EXISTS idx_refunds_number ON refunds(refund_number);
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CREATE INDEX IF NOT EXISTS idx_refunds_email ON refunds(customer_email);
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-- Add refund tracking to formation_orders
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ALTER TABLE formation_orders ADD COLUMN IF NOT EXISTS refund_id INTEGER REFERENCES refunds(id);
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ALTER TABLE formation_orders ADD COLUMN IF NOT EXISTS refunded BOOLEAN DEFAULT FALSE;
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-- Add refund tracking to general orders
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ALTER TABLE orders ADD COLUMN IF NOT EXISTS refund_id INTEGER REFERENCES refunds(id);
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ALTER TABLE orders ADD COLUMN IF NOT EXISTS refunded BOOLEAN DEFAULT FALSE;
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COMMIT;
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