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feat: add flexible billing frequency support for invoices

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Assessment groups can now define billing frequency (monthly, quarterly,
annual) with configurable due months and due day. Invoice generation
respects each group's schedule - only generating invoices when the
selected month is a billing month for that group. Adds a generation
preview showing which groups will be billed, period tracking on
invoices, and billing period context in the payments UI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
olsch01
2026-03-06 19:08:56 -05:00
parent c429dcc033
commit efa5aca35f
9 changed files with 560 additions and 74 deletions
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57
db/migrations/011-invoice-billing-frequency.sql Normal file
View File

@@ -0,0 +1,57 @@
-- Migration 011: Add billing frequency support to invoices
-- Adds due_months and due_day to assessment_groups
-- Adds period_start, period_end, assessment_group_id to invoices
DO $$
DECLARE
v_schema TEXT;
BEGIN
FOR v_schema IN
SELECT schema_name FROM information_schema.schemata
WHERE schema_name LIKE 'tenant_%'
LOOP
-- Add due_months and due_day to assessment_groups
EXECUTE format('
ALTER TABLE %I.assessment_groups
ADD COLUMN IF NOT EXISTS due_months INTEGER[] DEFAULT ''{1,2,3,4,5,6,7,8,9,10,11,12}'',
ADD COLUMN IF NOT EXISTS due_day INTEGER DEFAULT 1
', v_schema);
-- Add period tracking and assessment group link to invoices
EXECUTE format('
ALTER TABLE %I.invoices
ADD COLUMN IF NOT EXISTS period_start DATE,
ADD COLUMN IF NOT EXISTS period_end DATE,
ADD COLUMN IF NOT EXISTS assessment_group_id UUID
', v_schema);
-- Backfill due_months based on existing frequency values
EXECUTE format('
UPDATE %I.assessment_groups
SET due_months = CASE frequency
WHEN ''quarterly'' THEN ''{1,4,7,10}''::INTEGER[]
WHEN ''annual'' THEN ''{1}''::INTEGER[]
ELSE ''{1,2,3,4,5,6,7,8,9,10,11,12}''::INTEGER[]
END
WHERE due_months IS NULL OR due_months = ''{1,2,3,4,5,6,7,8,9,10,11,12}''
AND frequency != ''monthly''
', v_schema);
-- Backfill period_start/period_end for existing invoices (all monthly)
EXECUTE format('
UPDATE %I.invoices
SET period_start = invoice_date,
period_end = (invoice_date + INTERVAL ''1 month'' - INTERVAL ''1 day'')::DATE
WHERE period_start IS NULL AND invoice_type = ''regular_assessment''
', v_schema);
-- Backfill assessment_group_id on existing invoices from units
EXECUTE format('
UPDATE %I.invoices i
SET assessment_group_id = u.assessment_group_id
FROM %I.units u
WHERE i.unit_id = u.id AND i.assessment_group_id IS NULL
', v_schema, v_schema);
END LOOP;
END $$;

14
db/seed/seed.sql
View File

@@ -204,7 +204,10 @@ CREATE TABLE IF NOT EXISTS %I.assessment_groups (
special_assessment DECIMAL(10,2) DEFAULT 0.00,
unit_count INTEGER DEFAULT 0,
frequency VARCHAR(20) DEFAULT ''monthly'',
due_months INTEGER[] DEFAULT ''{1,2,3,4,5,6,7,8,9,10,11,12}'',
due_day INTEGER DEFAULT 1,
is_active BOOLEAN DEFAULT TRUE,
is_default BOOLEAN DEFAULT FALSE,
created_at TIMESTAMPTZ DEFAULT NOW(),
updated_at TIMESTAMPTZ DEFAULT NOW()
)', v_schema);
@@ -244,6 +247,9 @@ CREATE TABLE IF NOT EXISTS %I.invoices (
amount DECIMAL(10,2) NOT NULL,
amount_paid DECIMAL(10,2) DEFAULT 0.00,
status VARCHAR(20) DEFAULT ''draft'',
period_start DATE,
period_end DATE,
assessment_group_id UUID,
journal_entry_id UUID,
sent_at TIMESTAMPTZ,
paid_at TIMESTAMPTZ,
@@ -443,10 +449,10 @@ END LOOP;
-- ============================================================
-- 4b. Seed Assessment Groups
-- ============================================================
EXECUTE format('INSERT INTO %I.assessment_groups (name, description, regular_assessment, special_assessment, unit_count) VALUES
(''Single Family Homes'', ''Standard single family detached homes (Units 1-20)'', 350.00, 0.00, 20),
(''Patio Homes'', ''Medium-sized patio homes (Units 21-35)'', 425.00, 0.00, 15),
(''Estate Lots'', ''Large estate lots (Units 36-50)'', 500.00, 75.00, 15)
EXECUTE format('INSERT INTO %I.assessment_groups (name, description, regular_assessment, special_assessment, unit_count, frequency, due_months, due_day) VALUES
(''Single Family Homes'', ''Standard single family detached homes (Units 1-20)'', 350.00, 0.00, 20, ''monthly'', ''{1,2,3,4,5,6,7,8,9,10,11,12}'', 15),
(''Patio Homes'', ''Medium-sized patio homes (Units 21-35)'', 1275.00, 0.00, 15, ''quarterly'', ''{1,4,7,10}'', 1),
(''Estate Lots'', ''Large estate lots (Units 36-50)'', 6000.00, 900.00, 15, ''annual'', ''{3}'', 1)
', v_schema);
-- ============================================================