Add lookup tables, payment methods, tax exemptions, and processor link APIs

Replace unit_status and item_condition pgEnums with company-scoped lookup
tables that support custom values. Add account_payment_method table,
tax_exemption table with approve/revoke workflow, and CRUD routes for
processor links. Validate inventory unit status/condition against lookup
tables at service layer.

packages/shared/src/schemas/account.schema.ts

@@ -3,6 +3,12 @@ import { z } from 'zod'
 export const BillingMode = z.enum(['consolidated', 'split'])
 export type BillingMode = z.infer<typeof BillingMode>
 
+export const PaymentProcessor = z.enum(['stripe', 'global_payments'])
+export type PaymentProcessor = z.infer<typeof PaymentProcessor>
+
+export const TaxExemptStatus = z.enum(['none', 'pending', 'approved'])
+export type TaxExemptStatus = z.infer<typeof TaxExemptStatus>
+
 export const AccountCreateSchema = z.object({
   name: z.string().min(1).max(255),
   email: z.string().email().optional(),
@@ -40,3 +46,76 @@ export type MemberUpdateInput = z.infer<typeof MemberUpdateSchema>
 export const AccountSearchSchema = z.object({
   q: z.string().min(1).max(255),
 })
+
+// --- Account Processor Link ---
+
+export const ProcessorLinkCreateSchema = z.object({
+  accountId: z.string().uuid(),
+  processor: PaymentProcessor,
+  processorCustomerId: z.string().min(1).max(255),
+})
+export type ProcessorLinkCreateInput = z.infer<typeof ProcessorLinkCreateSchema>
+
+export const ProcessorLinkUpdateSchema = z.object({
+  isActive: z.boolean().optional(),
+})
+export type ProcessorLinkUpdateInput = z.infer<typeof ProcessorLinkUpdateSchema>
+
+// --- Account Payment Method ---
+
+export const PaymentMethodCreateSchema = z.object({
+  accountId: z.string().uuid(),
+  processor: PaymentProcessor,
+  processorPaymentMethodId: z.string().min(1).max(255),
+  cardBrand: z.string().max(50).optional(),
+  lastFour: z.string().length(4).optional(),
+  expMonth: z.number().int().min(1).max(12).optional(),
+  expYear: z.number().int().min(2000).max(2100).optional(),
+  isDefault: z.boolean().default(false),
+})
+export type PaymentMethodCreateInput = z.infer<typeof PaymentMethodCreateSchema>
+
+export const PaymentMethodUpdateSchema = z.object({
+  isDefault: z.boolean().optional(),
+  requiresUpdate: z.boolean().optional(),
+})
+export type PaymentMethodUpdateInput = z.infer<typeof PaymentMethodUpdateSchema>
+
+// --- Tax Exemption ---
+
+export const TaxExemptionCreateSchema = z.object({
+  accountId: z.string().uuid(),
+  certificateNumber: z.string().min(1).max(255),
+  certificateType: z.string().max(100).optional(),
+  issuingState: z.string().length(2).optional(),
+  expiresAt: z.string().date().optional(),
+  notes: z.string().optional(),
+})
+export type TaxExemptionCreateInput = z.infer<typeof TaxExemptionCreateSchema>
+
+export const TaxExemptionUpdateSchema = z.object({
+  certificateNumber: z.string().min(1).max(255).optional(),
+  certificateType: z.string().max(100).optional(),
+  issuingState: z.string().length(2).optional(),
+  expiresAt: z.string().date().optional(),
+  notes: z.string().optional(),
+})
+export type TaxExemptionUpdateInput = z.infer<typeof TaxExemptionUpdateSchema>
+
+// --- Lookup Tables ---
+
+export const LookupCreateSchema = z.object({
+  name: z.string().min(1).max(100),
+  slug: z.string().min(1).max(100).regex(/^[a-z0-9_]+$/, 'Slug must be lowercase alphanumeric with underscores'),
+  description: z.string().optional(),
+  sortOrder: z.number().int().default(0),
+})
+export type LookupCreateInput = z.infer<typeof LookupCreateSchema>
+
+export const LookupUpdateSchema = z.object({
+  name: z.string().min(1).max(100).optional(),
+  description: z.string().optional(),
+  sortOrder: z.number().int().optional(),
+  isActive: z.boolean().optional(),
+})
+export type LookupUpdateInput = z.infer<typeof LookupUpdateSchema>

packages/shared/src/schemas/index.ts

@@ -6,17 +6,35 @@ export type { RegisterInput, LoginInput } from './auth.schema.js'
 
 export {
   BillingMode,
+  PaymentProcessor,
+  TaxExemptStatus,
   AccountCreateSchema,
   AccountUpdateSchema,
   MemberCreateSchema,
   MemberUpdateSchema,
   AccountSearchSchema,
+  ProcessorLinkCreateSchema,
+  ProcessorLinkUpdateSchema,
+  PaymentMethodCreateSchema,
+  PaymentMethodUpdateSchema,
+  TaxExemptionCreateSchema,
+  TaxExemptionUpdateSchema,
+  LookupCreateSchema,
+  LookupUpdateSchema,
 } from './account.schema.js'
 export type {
   AccountCreateInput,
   AccountUpdateInput,
   MemberCreateInput,
   MemberUpdateInput,
+  ProcessorLinkCreateInput,
+  ProcessorLinkUpdateInput,
+  PaymentMethodCreateInput,
+  PaymentMethodUpdateInput,
+  TaxExemptionCreateInput,
+  TaxExemptionUpdateInput,
+  LookupCreateInput,
+  LookupUpdateInput,
 } from './account.schema.js'
 
 export {
@@ -26,6 +44,8 @@ export {
   SupplierUpdateSchema,
   ItemCondition,
   UnitStatus,
+  SystemItemCondition,
+  SystemUnitStatus,
   ProductCreateSchema,
   ProductUpdateSchema,
   ProductSearchSchema,

packages/shared/src/schemas/inventory.schema.ts

@@ -26,8 +26,23 @@ export type SupplierCreateInput = z.infer<typeof SupplierCreateSchema>
 export const SupplierUpdateSchema = SupplierCreateSchema.partial()
 export type SupplierUpdateInput = z.infer<typeof SupplierUpdateSchema>
 
-export const ItemCondition = z.enum(['new', 'excellent', 'good', 'fair', 'poor'])
-export const UnitStatus = z.enum(['available', 'sold', 'rented', 'in_repair', 'retired'])
+// System slugs — used for code-level business logic references.
+// Actual valid values are stored in lookup tables and are company-configurable.
+export const SystemItemCondition = z.enum(['new', 'excellent', 'good', 'fair', 'poor'])
+export const SystemUnitStatus = z.enum([
+  'available',
+  'sold',
+  'rented',
+  'on_trial',
+  'in_repair',
+  'layaway',
+  'lost',
+  'retired',
+])
+
+// API validation accepts any string slug (validated against lookup table at service layer)
+export const ItemCondition = z.string().min(1).max(100)
+export const UnitStatus = z.string().min(1).max(100)
 
 export const ProductCreateSchema = z.object({
   sku: z.string().max(100).optional(),