Files
HOA_Financial_Platform/db/migrations/008-vendor-last-negotiated.sql
olsch01 0e82e238c1 Bug & tweak sprint: fix financial calculations, add quarterly report, enhance dashboard
- Fix Accounts page: include investment accounts in Est. Monthly Interest calc,
  add Fund column to investment table, split summary cards into Operating/Reserve
- Fix Cash Flow: ending balance now respects includeInvestments toggle
- Fix Budget Manager: separate operating/reserve income in summary cards
- Fix Projects: default sort by planned_date instead of name
- Add Vendors: last_negotiated date field with migration, CSV import/export
- New Quarterly Financial Report: budget vs actuals, over-budget flagging, YTD
- Enhance Dashboard: separate Operating/Reserve fund cards, expanded Quick Stats
  with monthly interest, YTD interest earned, planned capital spend

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 18:17:30 -05:00

17 lines
375 B
SQL

-- Migration: Add last_negotiated date to vendors table
-- Bug & Tweak Sprint
DO $$
DECLARE
tenant_schema TEXT;
BEGIN
FOR tenant_schema IN
SELECT schema_name FROM shared.organizations WHERE schema_name IS NOT NULL
LOOP
EXECUTE format(
'ALTER TABLE %I.vendors ADD COLUMN IF NOT EXISTS last_negotiated DATE',
tenant_schema
);
END LOOP;
END $$;