perf(payments): add indexes for payments list filters

app/models/invoice.rb

@@ -772,6 +772,7 @@ def set_finalized_at
 #  index_invoices_on_customer_billing_entity_sequential            (customer_id,billing_entity_id,sequential_id) UNIQUE
 #  index_invoices_on_number                                        (number)
 #  index_invoices_on_organization_id_and_customer_id               (customer_id,organization_id)
+#  index_invoices_on_organization_id_lower_number                  (organization_id, lower((number)::text))
 #  index_invoices_on_organization_id_lower_purchase_order_number   (organization_id, lower((purchase_order_number)::text))
 #  index_invoices_on_organization_id_number_gin_trgm_ops           (organization_id,number) USING gin
 #  index_invoices_on_organization_id_search_terms_gin_trgm_ops     (organization_id,search_terms) USING gin

app/models/payment.rb

@@ -168,6 +168,7 @@ def payment_request_succeeded
 #  index_payments_by_cursor                                        (organization_id,created_at DESC,id)
 #  index_payments_on_customer_id                                   (customer_id)
 #  index_payments_on_invoice_id                                    (invoice_id)
+#  index_payments_on_org_pending_processing_created_at             (organization_id,payable_payment_status,created_at DESC,id) WHERE (payable_payment_status = ANY (ARRAY['pending'::payment_payable_payment_status, 'processing'::payment_payable_payment_status]))
 #  index_payments_on_organization_id                               (organization_id)
 #  index_payments_on_organization_id_reference_gin_trgm_ops        (organization_id,reference) USING gin
 #  index_payments_on_payable_id_and_payable_type                   (payable_id,payable_type) UNIQUE WHERE ((payable_payment_status = ANY (ARRAY['pending'::payment_payable_payment_status, 'processing'::payment_payable_payment_status])) AND (payment_type = 'provider'::payment_type))

app/models/payment_receipt.rb

@@ -38,9 +38,10 @@ def xml_url
 #
 # Indexes
 #
-#  index_payment_receipts_on_billing_entity_id  (billing_entity_id)
-#  index_payment_receipts_on_organization_id    (organization_id)
-#  index_payment_receipts_on_payment_id         (payment_id) UNIQUE
+#  index_payment_receipts_on_billing_entity_id             (billing_entity_id)
+#  index_payment_receipts_on_organization_id               (organization_id)
+#  index_payment_receipts_on_organization_id_lower_number  (organization_id, lower((number)::text))
+#  index_payment_receipts_on_payment_id                    (payment_id) UNIQUE
 #
 # Foreign Keys
 #

db/migrate/20260909090000_add_payment_receipts_organization_lower_number_index.rb

@@ -0,0 +1,16 @@
+# frozen_string_literal: true
+
+class AddPaymentReceiptsOrganizationLowerNumberIndex < ActiveRecord::Migration[8.0]
+  disable_ddl_transaction!
+
+  def change
+    # Supports the exact, case-insensitive receipt_number filter of the payments
+    # list for large organizations. Same shape as
+    # index_invoices_on_organization_id_lower_purchase_order_number.
+    add_index :payment_receipts, "organization_id, lower(number)",
+      name: "index_payment_receipts_on_organization_id_lower_number",
+      algorithm: :concurrently,
+      using: :btree,
+      if_not_exists: true
+  end
+end

db/migrate/20260909090100_add_invoices_organization_lower_number_index.rb

@@ -0,0 +1,16 @@
+# frozen_string_literal: true
+
+class AddInvoicesOrganizationLowerNumberIndex < ActiveRecord::Migration[8.0]
+  disable_ddl_transaction!
+
+  def change
+    # Supports the exact, case-insensitive invoice_number filter of the payments
+    # list for large organizations. index_invoices_on_number is case-sensitive and
+    # not organization-scoped; the trgm index only serves ILIKE.
+    add_index :invoices, "organization_id, lower(number)",
+      name: "index_invoices_on_organization_id_lower_number",
+      algorithm: :concurrently,
+      using: :btree,
+      if_not_exists: true
+  end
+end

db/migrate/20260909090200_add_payments_pending_processing_index.rb

@@ -0,0 +1,23 @@
+# frozen_string_literal: true
+
+class AddPaymentsPendingProcessingIndex < ActiveRecord::Migration[8.0]
+  disable_ddl_transaction!
+
+  def change
+    # Supports the payment_status filter of the payments list for its rare values
+    # (pending, processing) on large organizations, ordered like the list itself.
+    # Partial on purpose: the planner cannot pick it for the dominant values, which
+    # the (organization_id, created_at DESC, id) cursor index already serves.
+    # Four columns like index_invoices_by_cursor: the trailing (created_at DESC, id)
+    # is the list ordering, so the page is read without a sort.
+    safety_assured do
+      add_index :payments,
+        [:organization_id, :payable_payment_status, :created_at, :id],
+        order: {created_at: :desc, id: :asc},
+        where: "payable_payment_status IN ('pending', 'processing')",
+        name: "index_payments_on_org_pending_processing_created_at",
+        algorithm: :concurrently,
+        if_not_exists: true
+    end
+  end
+end

db/structure.sql

@@ -597,13 +597,15 @@ DROP INDEX IF EXISTS public.index_payments_on_payable_id_and_payable_type_and_er
 DROP INDEX IF EXISTS public.index_payments_on_payable_id_and_payable_type;
 DROP INDEX IF EXISTS public.index_payments_on_organization_id_reference_gin_trgm_ops;
 DROP INDEX IF EXISTS public.index_payments_on_organization_id;
+DROP INDEX IF EXISTS public.index_payments_on_org_pending_processing_created_at;
 DROP INDEX IF EXISTS public.index_payments_on_invoice_id;
 DROP INDEX IF EXISTS public.index_payments_on_customer_id;
 DROP INDEX IF EXISTS public.index_payments_by_cursor;
 DROP INDEX IF EXISTS public.index_payment_requests_on_organization_id;
 DROP INDEX IF EXISTS public.index_payment_requests_on_dunning_campaign_id;
 DROP INDEX IF EXISTS public.index_payment_requests_on_customer_id;
 DROP INDEX IF EXISTS public.index_payment_receipts_on_payment_id;
+DROP INDEX IF EXISTS public.index_payment_receipts_on_organization_id_lower_number;
 DROP INDEX IF EXISTS public.index_payment_receipts_on_organization_id;
 DROP INDEX IF EXISTS public.index_payment_receipts_on_billing_entity_id;
 DROP INDEX IF EXISTS public.index_payment_providers_on_organization_id;
@@ -666,6 +668,7 @@ DROP INDEX IF EXISTS public.index_invoices_on_payment_due_date;
 DROP INDEX IF EXISTS public.index_invoices_on_organization_id_search_terms_gin_trgm_ops;
 DROP INDEX IF EXISTS public.index_invoices_on_organization_id_number_gin_trgm_ops;
 DROP INDEX IF EXISTS public.index_invoices_on_organization_id_lower_purchase_order_number;
+DROP INDEX IF EXISTS public.index_invoices_on_organization_id_lower_number;
 DROP INDEX IF EXISTS public.index_invoices_on_organization_id_and_customer_id;
 DROP INDEX IF EXISTS public.index_invoices_on_number;
 DROP INDEX IF EXISTS public.index_invoices_on_customer_billing_entity_sequential;
@@ -10027,6 +10030,13 @@ CREATE INDEX index_invoices_on_number ON public.invoices USING btree (number);
 CREATE INDEX index_invoices_on_organization_id_and_customer_id ON public.invoices USING btree (customer_id, organization_id);
 
 
+--
+-- Name: index_invoices_on_organization_id_lower_number; Type: INDEX; Schema: public; Owner: -
+--
+
+CREATE INDEX index_invoices_on_organization_id_lower_number ON public.invoices USING btree (organization_id, lower((number)::text));
+
+
 --
 -- Name: index_invoices_on_organization_id_lower_purchase_order_number; Type: INDEX; Schema: public; Owner: -
 --
@@ -10461,6 +10471,13 @@ CREATE INDEX index_payment_receipts_on_billing_entity_id ON public.payment_recei
 CREATE INDEX index_payment_receipts_on_organization_id ON public.payment_receipts USING btree (organization_id);
 
 
+--
+-- Name: index_payment_receipts_on_organization_id_lower_number; Type: INDEX; Schema: public; Owner: -
+--
+
+CREATE INDEX index_payment_receipts_on_organization_id_lower_number ON public.payment_receipts USING btree (organization_id, lower((number)::text));
+
+
 --
 -- Name: index_payment_receipts_on_payment_id; Type: INDEX; Schema: public; Owner: -
 --
@@ -10510,6 +10527,13 @@ CREATE INDEX index_payments_on_customer_id ON public.payments USING btree (custo
 CREATE INDEX index_payments_on_invoice_id ON public.payments USING btree (invoice_id);
 
 
+--
+-- Name: index_payments_on_org_pending_processing_created_at; Type: INDEX; Schema: public; Owner: -
+--
+
+CREATE INDEX index_payments_on_org_pending_processing_created_at ON public.payments USING btree (organization_id, payable_payment_status, created_at DESC, id) WHERE (payable_payment_status = ANY (ARRAY['pending'::public.payment_payable_payment_status, 'processing'::public.payment_payable_payment_status]));
+
+
 --
 -- Name: index_payments_on_organization_id; Type: INDEX; Schema: public; Owner: -
 --
@@ -14904,6 +14928,9 @@ ALTER TABLE ONLY public.membership_roles
 SET search_path TO "$user", public;
 
 INSERT INTO "schema_migrations" (version) VALUES
+('20260909090200'),
+('20260909090100'),
+('20260909090000'),
 ('20260908180522'),
 ('20260905223042'),
 ('20260905223041'),