-- Fix effective-dating for Versetzung, Karenz (start + return), Daten -- ändern, and Reorganisation (spec §3.3, §7.14). -- -- Pattern used throughout: if the effective/return date is today or in the -- past, behave exactly as before (immediate write). If it's in the future, -- skip the `update employees` and instead record the intended change in -- pending_org_changes; employee_history/audit_log are written immediately -- either way, dated with the effective date (this is what already drives -- the "zukünftig" badge in the Historie tab — unchanged). A separate -- apply_due_pending_changes() function (called by a scheduled job) applies -- due rows once their date arrives, re-resolving manager_id fresh at apply -- time rather than trusting a value computed when the change was requested. -- ── Versetzung ─────────────────────────────────────────────────── create or replace function transfer_employee(payload jsonb) returns void language plpgsql as $$ declare v_employee_id uuid := (payload->>'employee_id')::uuid; v_new_team_id uuid := (payload->>'new_team_id')::uuid; v_effective_date date := (payload->>'effective_date')::date; v_division_id uuid; v_manager uuid; v_name text; v_is_lead boolean; begin perform require_hr_admin(); select division_id into v_division_id from teams t join departments d on d.id = t.department_id where t.id = v_new_team_id; select is_lead, first_name || ' ' || last_name into v_is_lead, v_name from employees where id = v_employee_id; if v_effective_date <= current_date then v_manager := resolve_manager_for(v_new_team_id, v_is_lead, v_division_id); update employees set team_id = v_new_team_id, job_title = coalesce(nullif(payload->>'new_title', ''), job_title), manager_id = v_manager where id = v_employee_id; else insert into pending_org_changes (employee_id, change_type, effective_date, payload) values (v_employee_id, 'transfer', v_effective_date, jsonb_build_object('new_team_id', v_new_team_id, 'new_title', payload->>'new_title')); end if; insert into employee_history (employee_id, event_date, event_type, description) values (v_employee_id, v_effective_date, 'Versetzung', 'Versetzung, wirksam ab ' || (payload->>'effective_date') || case when payload->>'new_title' is not null and payload->>'new_title' <> '' then ', neue Position: ' || (payload->>'new_title') else '' end); insert into audit_log (actor_user_id, actor_name, action, target_label, target_employee_id, details) values (auth.uid(), current_actor_name(), 'Versetzung', v_name, v_employee_id, 'Wirksam ab ' || (payload->>'effective_date')); end; $$; -- ── Karenz antreten ────────────────────────────────────────────── create or replace function start_karenz(payload jsonb) returns void language plpgsql as $$ declare v_employee_id uuid := (payload->>'employee_id')::uuid; v_start_date date := (payload->>'karenz_start_date')::date; v_name text; begin perform require_hr_admin(); select first_name || ' ' || last_name into v_name from employees where id = v_employee_id; if v_start_date <= current_date then update employees set status = 'Karenz', karenz_return_date = (payload->>'planned_return_date')::date where id = v_employee_id; else insert into pending_org_changes (employee_id, change_type, effective_date, payload) values (v_employee_id, 'karenz_start', v_start_date, jsonb_build_object('planned_return_date', payload->>'planned_return_date')); end if; insert into employee_history (employee_id, event_date, event_type, description) values (v_employee_id, v_start_date, 'Karenz', 'Karenzantritt, geplante Rückkehr am ' || (payload->>'planned_return_date') || case when payload->>'note' is not null and payload->>'note' <> '' then ' — ' || (payload->>'note') else '' end); insert into audit_log (actor_user_id, actor_name, action, target_label, target_employee_id, details) values (auth.uid(), current_actor_name(), 'Karenz', v_name, v_employee_id, 'Karenzantritt, geplante Rückkehr ' || (payload->>'planned_return_date')); end; $$; -- ── Rückkehr aus Karenz ────────────────────────────────────────── -- status/manager_id/karenz_return_date already correctly waited for the -- return date; employment_type/weekly_hours did not (fixed here). create or replace function record_karenz_return(payload jsonb) returns void language plpgsql as $$ declare v_employee_id uuid := (payload->>'employee_id')::uuid; v_return_date date := (payload->>'return_date')::date; v_name text; v_team_id uuid; v_division_id uuid; v_is_lead boolean; v_manager uuid; v_employment_type employment_type; v_weekly_hours numeric; begin perform require_hr_admin(); select first_name || ' ' || last_name, team_id, division_id, is_lead into v_name, v_team_id, v_division_id, v_is_lead from employees where id = v_employee_id; if payload->>'employment_mode' = 'Vollzeit' then v_employment_type := 'Vollzeit'; v_weekly_hours := 38.5; elsif payload->>'employment_mode' = 'Teilzeit' then v_employment_type := 'Teilzeit'; v_weekly_hours := (payload->>'weekly_hours')::numeric; end if; if v_return_date <= current_date then v_manager := resolve_manager_for(v_team_id, v_is_lead, v_division_id); update employees set status = 'Aktiv', karenz_return_date = null, manager_id = v_manager, employment_type = coalesce(v_employment_type, employment_type), weekly_hours = coalesce(v_weekly_hours, weekly_hours) where id = v_employee_id; else -- Only record the planned date now; the employment-mode change itself -- (and the status/manager flip) waits for record_karenz_return's -- effective date, applied later by apply_due_pending_changes(). update employees set karenz_return_date = v_return_date where id = v_employee_id; insert into pending_org_changes (employee_id, change_type, effective_date, payload) values (v_employee_id, 'karenz_return', v_return_date, jsonb_build_object('employment_type', v_employment_type, 'weekly_hours', v_weekly_hours)); end if; insert into employee_history (employee_id, event_date, event_type, description) values (v_employee_id, v_return_date, 'Rückkehr', 'Wiedereintritt aus Karenz am ' || (payload->>'return_date')); insert into audit_log (actor_user_id, actor_name, action, target_label, target_employee_id, details) values (auth.uid(), current_actor_name(), 'Rückkehr', v_name, v_employee_id, 'Rückkehr am ' || (payload->>'return_date')); end; $$; -- ── Daten ändern ───────────────────────────────────────────────── create or replace function change_employee_data(payload jsonb) returns void language plpgsql as $$ declare v_employee_id uuid := (payload->>'employee_id')::uuid; v_effective_date date := coalesce(nullif(payload->>'effective_date', '')::date, current_date); v_old employees%rowtype; v_name text; v_person_changes text[] := '{}'; v_contract_changes text[] := '{}'; v_person jsonb := payload->'person'; v_contract jsonb := payload->'contract'; v_immediate boolean; begin perform require_hr_admin(); select * into v_old from employees where id = v_employee_id; v_name := v_old.first_name || ' ' || v_old.last_name; v_immediate := v_effective_date <= current_date; if v_person ? 'first_name' and (v_person->>'first_name') <> v_old.first_name then v_person_changes := array_append(v_person_changes, 'Vorname'); end if; if v_person ? 'last_name' and (v_person->>'last_name') <> v_old.last_name then v_person_changes := array_append(v_person_changes, 'Nachname'); end if; if v_person ? 'gender' and (v_person->>'gender') <> v_old.gender::text then v_person_changes := array_append(v_person_changes, 'Geschlecht'); end if; if v_person ? 'birth_date' and (v_person->>'birth_date')::date <> v_old.birth_date then v_person_changes := array_append(v_person_changes, 'Geburtsdatum'); end if; if v_person ? 'sv_nummer' and coalesce(v_person->>'sv_nummer','') <> coalesce(v_old.sv_nummer,'') then v_person_changes := array_append(v_person_changes, 'SV-Nummer'); end if; if v_person ? 'nationality' and (v_person->>'nationality') <> v_old.nationality then v_person_changes := array_append(v_person_changes, 'Staatsbürgerschaft'); end if; if v_person ? 'address' and coalesce(v_person->>'address','') <> coalesce(v_old.address,'') then v_person_changes := array_append(v_person_changes, 'Adresse'); end if; if v_person ? 'address_country' and coalesce(v_person->>'address_country','') <> coalesce(v_old.address_country,'') then v_person_changes := array_append(v_person_changes, 'Land'); end if; if v_person ? 'email' and (v_person->>'email') <> v_old.email then v_person_changes := array_append(v_person_changes, 'E-Mail'); end if; if v_person ? 'phone' and coalesce(v_person->>'phone','') <> coalesce(v_old.phone,'') then v_person_changes := array_append(v_person_changes, 'Telefon'); end if; if v_contract ? 'employment_type' and (v_contract->>'employment_type') <> v_old.employment_type::text then v_contract_changes := array_append(v_contract_changes, 'Beschäftigungsausmaß'); end if; if v_contract ? 'weekly_hours' and (v_contract->>'weekly_hours')::numeric <> v_old.weekly_hours then v_contract_changes := array_append(v_contract_changes, 'Wochenstunden'); end if; if v_contract ? 'contract_type' and (v_contract->>'contract_type') <> v_old.contract_type::text then v_contract_changes := array_append(v_contract_changes, 'Vertragsart'); end if; if v_contract ? 'contract_end_date' and coalesce(nullif(v_contract->>'contract_end_date','')::date::text,'') <> coalesce(v_old.contract_end_date::text,'') then v_contract_changes := array_append(v_contract_changes, 'Befristet bis'); end if; if v_immediate then update employees set first_name = coalesce(v_person->>'first_name', first_name), last_name = coalesce(v_person->>'last_name', last_name), gender = coalesce((v_person->>'gender')::gender_type, gender), birth_date = coalesce((v_person->>'birth_date')::date, birth_date), sv_nummer = coalesce(v_person->>'sv_nummer', sv_nummer), nationality = coalesce(v_person->>'nationality', nationality), address = coalesce(v_person->>'address', address), address_country = coalesce(v_person->>'address_country', address_country), email = coalesce(v_person->>'email', email), phone = coalesce(v_person->>'phone', phone), employment_type = coalesce((v_contract->>'employment_type')::employment_type, employment_type), weekly_hours = coalesce((v_contract->>'weekly_hours')::numeric, weekly_hours), contract_type = coalesce((v_contract->>'contract_type')::contract_type, contract_type), contract_end_date = case when v_contract ? 'contract_end_date' then nullif(v_contract->>'contract_end_date','')::date else contract_end_date end where id = v_employee_id; elsif array_length(v_person_changes, 1) > 0 or array_length(v_contract_changes, 1) > 0 then insert into pending_org_changes (employee_id, change_type, effective_date, payload) values (v_employee_id, 'contract_change', v_effective_date, payload); end if; if array_length(v_person_changes, 1) > 0 then insert into employee_history (employee_id, event_date, event_type, description) values (v_employee_id, v_effective_date, 'Stammdatenänderung', 'Geänderte Felder: ' || array_to_string(v_person_changes, ', ') || ', wirksam ab ' || v_effective_date); insert into audit_log (actor_user_id, actor_name, action, target_label, target_employee_id, details) values (auth.uid(), current_actor_name(), 'Stammdatenänderung', v_name, v_employee_id, array_to_string(v_person_changes, ', ') || ', wirksam ab ' || v_effective_date); end if; if array_length(v_contract_changes, 1) > 0 then insert into employee_history (employee_id, event_date, event_type, description) values (v_employee_id, v_effective_date, 'Vertragsänderung', 'Geänderte Felder: ' || array_to_string(v_contract_changes, ', ') || ', wirksam ab ' || v_effective_date); insert into audit_log (actor_user_id, actor_name, action, target_label, target_employee_id, details) values (auth.uid(), current_actor_name(), 'Vertragsänderung', v_name, v_employee_id, array_to_string(v_contract_changes, ', ') || ', wirksam ab ' || v_effective_date); end if; end; $$; -- ── Reorganisation ─────────────────────────────────────────────── -- Immediate moves (effective_date <= today) behave exactly as before. -- Future-dated scenarios write no employee mutations at all yet; one -- pending_org_changes row per affected employee is queued instead, and -- reorg_scenarios.applied stays false until every one of them is applied. create or replace function apply_reorg(payload jsonb) returns uuid language plpgsql as $$ declare v_scenario_id uuid; v_effective_date date := (payload->>'effective_date')::date; v_immediate boolean := (payload->>'effective_date')::date <= current_date; v_move jsonb; v_employee_id text; v_target_team_id uuid; v_division_id uuid; v_is_lead boolean; v_manager uuid; v_snapshot jsonb := '{}'::jsonb; v_old record; v_total_moves int := 0; begin perform require_hr_admin(); insert into reorg_scenarios (name, effective_date, created_by, applied, applied_at) values (payload->>'name', v_effective_date, auth.uid(), v_immediate, case when v_immediate then now() else null end) returning id into v_scenario_id; for v_move in select * from jsonb_array_elements(payload->'moves') loop v_target_team_id := (v_move->>'target_team_id')::uuid; select division_id into v_division_id from teams t join departments d on d.id = t.department_id where t.id = v_target_team_id; insert into reorg_moves (scenario_id, kind, payload) values (v_scenario_id, v_move->>'kind', v_move); for v_employee_id in select jsonb_array_elements_text(v_move->'employee_ids') loop select * into v_old from employees where id = v_employee_id::uuid; v_snapshot := v_snapshot || jsonb_build_object(v_employee_id, jsonb_build_object( 'team_id', v_old.team_id, 'division_id', v_old.division_id, 'manager_id', v_old.manager_id )); if v_immediate then v_is_lead := v_old.is_lead; v_manager := resolve_manager_for(v_target_team_id, v_is_lead, v_division_id); update employees set team_id = v_target_team_id, manager_id = v_manager where id = v_employee_id::uuid; else insert into pending_org_changes (employee_id, change_type, effective_date, payload, reorg_scenario_id) values (v_employee_id::uuid, 'reorg', v_effective_date, jsonb_build_object('target_team_id', v_target_team_id), v_scenario_id); end if; insert into employee_history (employee_id, event_date, event_type, description, reorg_scenario_id) values (v_employee_id::uuid, v_effective_date, 'Reorganisation', 'Reorganisation "' || (payload->>'name') || '": neues Team zugewiesen', v_scenario_id); v_total_moves := v_total_moves + 1; end loop; end loop; update reorg_scenarios set undo_snapshot = v_snapshot where id = v_scenario_id; insert into audit_log (actor_user_id, actor_name, action, target_label, details) values (auth.uid(), current_actor_name(), 'Reorganisation', payload->>'name', v_total_moves || ' Mitarbeiter:innen betroffen'); return v_scenario_id; end; $$; -- ── Applies every due pending change ───────────────────────────── -- Invoked by the /api/cron/apply-pending-changes route handler (Vercel -- Cron, daily) using the service-role client — this is a system process, -- not a user action, so it does not go through require_hr_admin(); it is -- SECURITY DEFINER precisely so it can run outside any HR user's session. create or replace function apply_due_pending_changes() returns int language plpgsql security definer set search_path = public as $$ declare v_rec record; v_team_id uuid; v_division_id uuid; v_is_lead boolean; v_manager uuid; v_remaining int; v_applied_count int := 0; begin for v_rec in select * from pending_org_changes where status = 'pending' and effective_date <= current_date order by created_at loop if v_rec.change_type = 'transfer' then select is_lead into v_is_lead from employees where id = v_rec.employee_id; select division_id into v_division_id from teams t join departments d on d.id = t.department_id where t.id = (v_rec.payload->>'new_team_id')::uuid; v_manager := resolve_manager_for((v_rec.payload->>'new_team_id')::uuid, v_is_lead, v_division_id); update employees set team_id = (v_rec.payload->>'new_team_id')::uuid, job_title = coalesce(nullif(v_rec.payload->>'new_title', ''), job_title), manager_id = v_manager where id = v_rec.employee_id; elsif v_rec.change_type = 'promotion' then update employees set job_title = coalesce(v_rec.payload->>'new_title', job_title), paygrade = coalesce((v_rec.payload->>'new_paygrade')::paygrade_type, paygrade) where id = v_rec.employee_id; elsif v_rec.change_type = 'karenz_start' then update employees set status = 'Karenz', karenz_return_date = (v_rec.payload->>'planned_return_date')::date where id = v_rec.employee_id; elsif v_rec.change_type = 'karenz_return' then select team_id, division_id, is_lead into v_team_id, v_division_id, v_is_lead from employees where id = v_rec.employee_id; v_manager := resolve_manager_for(v_team_id, v_is_lead, v_division_id); update employees set status = 'Aktiv', karenz_return_date = null, manager_id = v_manager, employment_type = coalesce((v_rec.payload->>'employment_type')::employment_type, employment_type), weekly_hours = coalesce((v_rec.payload->>'weekly_hours')::numeric, weekly_hours) where id = v_rec.employee_id; elsif v_rec.change_type = 'contract_change' then update employees set first_name = coalesce(v_rec.payload->'person'->>'first_name', first_name), last_name = coalesce(v_rec.payload->'person'->>'last_name', last_name), gender = coalesce((v_rec.payload->'person'->>'gender')::gender_type, gender), birth_date = coalesce((v_rec.payload->'person'->>'birth_date')::date, birth_date), sv_nummer = coalesce(v_rec.payload->'person'->>'sv_nummer', sv_nummer), nationality = coalesce(v_rec.payload->'person'->>'nationality', nationality), address = coalesce(v_rec.payload->'person'->>'address', address), address_country = coalesce(v_rec.payload->'person'->>'address_country', address_country), email = coalesce(v_rec.payload->'person'->>'email', email), phone = coalesce(v_rec.payload->'person'->>'phone', phone), employment_type = coalesce((v_rec.payload->'contract'->>'employment_type')::employment_type, employment_type), weekly_hours = coalesce((v_rec.payload->'contract'->>'weekly_hours')::numeric, weekly_hours), contract_type = coalesce((v_rec.payload->'contract'->>'contract_type')::contract_type, contract_type), contract_end_date = case when v_rec.payload->'contract' ? 'contract_end_date' then nullif(v_rec.payload->'contract'->>'contract_end_date','')::date else contract_end_date end where id = v_rec.employee_id; elsif v_rec.change_type = 'reorg' then select is_lead into v_is_lead from employees where id = v_rec.employee_id; select division_id into v_division_id from teams t join departments d on d.id = t.department_id where t.id = (v_rec.payload->>'target_team_id')::uuid; v_manager := resolve_manager_for((v_rec.payload->>'target_team_id')::uuid, v_is_lead, v_division_id); update employees set team_id = (v_rec.payload->>'target_team_id')::uuid, manager_id = v_manager where id = v_rec.employee_id; end if; update pending_org_changes set status = 'applied', applied_at = now() where id = v_rec.id; v_applied_count := v_applied_count + 1; if v_rec.reorg_scenario_id is not null then select count(*) into v_remaining from pending_org_changes where reorg_scenario_id = v_rec.reorg_scenario_id and status = 'pending'; if v_remaining = 0 then update reorg_scenarios set applied = true, applied_at = now() where id = v_rec.reorg_scenario_id; end if; end if; end loop; return v_applied_count; end; $$; -- This bypasses RLS (SECURITY DEFINER) by design so the daily cron job can -- run it without any HR user session — which means it must NOT be callable -- by ordinary app roles (an authenticated HR user calling it early would -- force-apply not-yet-due changes ahead of their effective date). revoke execute on function apply_due_pending_changes() from public; revoke execute on function apply_due_pending_changes() from anon; revoke execute on function apply_due_pending_changes() from authenticated; grant execute on function apply_due_pending_changes() to service_role;