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PSA/ee/docs/plans/2026-03-16-service-period-first-billing-and-cadence-ownership/RECURRENCE_STORAGE_MATRIX.md
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Initial import of AlgaPSA codebase from PSA server 
Excluded: .git, node_modules, secrets/, compose.env, assemblyscript tgz

Source: /opt/alga-psa on psa.joliet.tech
2026-06-22 16:12:17 -05:00

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Recurrence Storage Matrix

This matrix defines the authoritative storage model for recurring authoring defaults during the service-period-first rollout.

Canonical Storage

Field Live contract lines Template-authored defaults Preset-authored defaults Compatibility notes
billing_frequency contract_lines.billing_frequency contract_template_lines.billing_frequency contract_line_presets.billing_frequency Shared interfaces project the same field directly.
billing_timing contract_lines.billing_timing contract_template_lines.billing_timing contract_line_presets.billing_timing contract_template_line_terms.billing_timing is legacy read compatibility only and must not outrank contract_template_lines.billing_timing.
cadence_owner contract_lines.cadence_owner contract_template_lines.cadence_owner contract_line_presets.cadence_owner Existing rows backfill to client during staged rollout.
enable_proration contract_lines.enable_proration contract_template_line_fixed_config.enable_proration contract_line_preset_fixed_config.enable_proration Fixed-only partial-period compatibility setting.
billing_cycle_alignment contract_lines.billing_cycle_alignment contract_template_line_fixed_config.billing_cycle_alignment contract_line_preset_fixed_config.billing_cycle_alignment Legacy compatibility field; no longer part of live recurring execution.

Shared Interface Contract

  • Authoritative write-shape interfaces:
    • IContractLine
    • IContractTemplateLine
    • IContractLinePreset
  • Compatibility projection interfaces:
    • IClientContractLine
    • IContractLineMapping
    • IContractLineFixedConfig
    • IContractLinePresetFixedConfig

Repository And Action Seams

  • Live line reads and writes normalize recurring cadence fields through:
    • shared/billingClients/recurringAuthoringPolicy.ts
    • shared/billingClients/recurrenceStorageModel.ts
    • packages/billing/src/repositories/contractLineRepository.ts
    • server/src/lib/repositories/contractLineRepository.ts
    • packages/billing/src/models/contractLine.ts
  • Template-line reads and template-to-contract cloning normalize recurring cadence fields through:
    • packages/billing/src/models/contractTemplate.ts
    • packages/billing/src/repositories/contractLineRepository.ts
    • server/src/lib/repositories/contractLineRepository.ts
    • packages/billing/src/actions/contractWizardActions.ts
  • Preset reads, writes, and preset-to-contract propagation normalize recurring cadence fields through:
    • packages/billing/src/models/contractLinePreset.ts
    • packages/billing/src/actions/contractLinePresetActions.ts

Authoritative Rules

  • contract_lines is the authoritative live recurring storage surface for v1 runtime execution.
  • contract_template_lines is the authoritative template recurrence storage surface for cadence owner and billing timing when template authoring supports canonical recurrence semantics.
  • contract_line_presets is the authoritative preset recurrence storage surface for cadence owner and billing timing when presets are reused into live lines.
  • Fixed-only partial-period compatibility settings remain split from cadence/timing on template and preset surfaces until those legacy fixed-config tables are retired.
  • Readers may fall back for staged compatibility, but writes must target the authoritative storage surface for the field they own.