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Add multi-account support

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- Schema: account_id FK on checks and layout_fields; UNIQUE per-account on check_no and field_name
- DB: runtime migration recreates both tables to add account_id (assigns existing rows to account 1)
- Routes: GET /api/accounts lists all; GET /api/account/:id replaces hardcoded id=1; POST /api/account/setup always creates a new account and returns accountId
- checks.js: all queries scoped by account_id; POST requires account_id in body
- pdf.js: resolves account from check's account_id instead of id=1; layout fields fetched per-account
- import-mdb.js: always INSERTs a new account (never deletes existing); all records tagged with new accountId
- Frontend: account switcher in header; activeAccountId persisted to localStorage; all API calls pass account_id; switching accounts reloads checks; wizard and import auto-switch to newly created account
This commit is contained in:
Steve Dogiakos
2026-03-12 22:13:52 -06:00
parent 5f9cc16ea5
commit e81a4386d2
10 changed files with 285 additions and 192 deletions
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src/db/schema.sql
+26 -33
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@@ -1,7 +1,4 @@
-- ezcheck SQLite schema
-- Mirrors .mdb structure (T100, T104, T200) with readable column names.
-- One account per database is the Phase 1 assumption.
-- Phase 2 will add foreign keys and an account switcher.
CREATE TABLE IF NOT EXISTS account (
id INTEGER PRIMARY KEY,
@@ -16,21 +13,17 @@ CREATE TABLE IF NOT EXISTS account (
current_check_no INTEGER NOT NULL DEFAULT 1000,
check_width REAL NOT NULL DEFAULT 8.5,
check_height REAL NOT NULL DEFAULT 3.5,
-- Per-check offset adjustments in inches (for printer calibration)
offset_left REAL NOT NULL DEFAULT 0,
offset_right REAL NOT NULL DEFAULT 0,
offset_up REAL NOT NULL DEFAULT 0,
offset_down REAL NOT NULL DEFAULT 0,
-- Company info lines (printed top-left of check)
company1 TEXT,
company2 TEXT,
company3 TEXT,
company4 TEXT,
-- Images stored as base64 data URIs
logo_data TEXT,
signature_data TEXT,
-- Metadata
blank_stock INTEGER NOT NULL DEFAULT 1, -- 1 = blank check stock
blank_stock INTEGER NOT NULL DEFAULT 1,
check_position TEXT NOT NULL DEFAULT '3-per-page',
created_at TEXT NOT NULL DEFAULT (datetime('now')),
updated_at TEXT NOT NULL DEFAULT (datetime('now'))
@@ -38,10 +31,11 @@ CREATE TABLE IF NOT EXISTS account (
CREATE TABLE IF NOT EXISTS checks (
id INTEGER PRIMARY KEY AUTOINCREMENT,
account_id INTEGER NOT NULL DEFAULT 1 REFERENCES account(id),
check_no INTEGER NOT NULL,
payee TEXT NOT NULL,
amount REAL NOT NULL,
check_date TEXT NOT NULL, -- ISO date string YYYY-MM-DD
check_date TEXT NOT NULL,
memo TEXT,
note1 TEXT,
note2 TEXT,
@@ -49,34 +43,33 @@ CREATE TABLE IF NOT EXISTS checks (
payee_address2 TEXT,
payee_address3 TEXT,
payee_address4 TEXT,
printed INTEGER NOT NULL DEFAULT 0, -- 0 = not printed, 1 = printed
printed INTEGER NOT NULL DEFAULT 0,
add_date TEXT NOT NULL DEFAULT (datetime('now')),
-- original .mdb CheckID preserved if migrated, null if created in app
mdb_check_id INTEGER,
UNIQUE(check_no)
UNIQUE(account_id, check_no)
);
CREATE TABLE IF NOT EXISTS layout_fields (
id INTEGER PRIMARY KEY AUTOINCREMENT,
field_name TEXT NOT NULL UNIQUE,
field_text TEXT, -- static label text (for Text type fields)
font_name TEXT NOT NULL DEFAULT 'Helvetica',
font_size REAL NOT NULL DEFAULT 10,
-- FldFontType from .mdb: 0=normal, 1=bold
font_bold INTEGER NOT NULL DEFAULT 0,
-- FldType: 'Regular' (data), 'Text' (static label), 'Graph' (image), 'Line'
field_type TEXT NOT NULL DEFAULT 'Regular',
line_thick INTEGER NOT NULL DEFAULT 1,
x_pos REAL NOT NULL DEFAULT 0,
y_pos REAL NOT NULL DEFAULT 0,
x_end_pos REAL NOT NULL DEFAULT 0,
y_end_pos REAL NOT NULL DEFAULT 0,
visible INTEGER NOT NULL DEFAULT 1,
-- 1 = only used on blank stock (not preprinted). We always render these.
not_for_preprint INTEGER NOT NULL DEFAULT 0
id INTEGER PRIMARY KEY AUTOINCREMENT,
account_id INTEGER NOT NULL DEFAULT 1 REFERENCES account(id),
field_name TEXT NOT NULL,
field_text TEXT,
font_name TEXT NOT NULL DEFAULT 'Helvetica',
font_size REAL NOT NULL DEFAULT 10,
font_bold INTEGER NOT NULL DEFAULT 0,
field_type TEXT NOT NULL DEFAULT 'Regular',
line_thick INTEGER NOT NULL DEFAULT 1,
x_pos REAL NOT NULL DEFAULT 0,
y_pos REAL NOT NULL DEFAULT 0,
x_end_pos REAL NOT NULL DEFAULT 0,
y_end_pos REAL NOT NULL DEFAULT 0,
visible INTEGER NOT NULL DEFAULT 1,
not_for_preprint INTEGER NOT NULL DEFAULT 0,
UNIQUE(account_id, field_name)
);
-- Index for fast ledger queries
CREATE INDEX IF NOT EXISTS idx_checks_date ON checks(check_date);
CREATE INDEX IF NOT EXISTS idx_checks_printed ON checks(printed);
CREATE INDEX IF NOT EXISTS idx_checks_check_no ON checks(check_no);
CREATE INDEX IF NOT EXISTS idx_checks_date ON checks(check_date);
CREATE INDEX IF NOT EXISTS idx_checks_printed ON checks(printed);
CREATE INDEX IF NOT EXISTS idx_checks_check_no ON checks(check_no);
CREATE INDEX IF NOT EXISTS idx_checks_account ON checks(account_id);
CREATE INDEX IF NOT EXISTS idx_layout_account ON layout_fields(account_id);