olsch01
efa5aca35f
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>
58 lines
2.0 KiB
SQL
58 lines
2.0 KiB
SQL
-- Migration 011: Add billing frequency support to invoices
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-- Adds due_months and due_day to assessment_groups
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-- Adds period_start, period_end, assessment_group_id to invoices
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DO $$
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DECLARE
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v_schema TEXT;
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BEGIN
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FOR v_schema IN
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SELECT schema_name FROM information_schema.schemata
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WHERE schema_name LIKE 'tenant_%'
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LOOP
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-- Add due_months and due_day to assessment_groups
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EXECUTE format('
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ALTER TABLE %I.assessment_groups
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ADD COLUMN IF NOT EXISTS due_months INTEGER[] DEFAULT ''{1,2,3,4,5,6,7,8,9,10,11,12}'',
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ADD COLUMN IF NOT EXISTS due_day INTEGER DEFAULT 1
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', v_schema);
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-- Add period tracking and assessment group link to invoices
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EXECUTE format('
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ALTER TABLE %I.invoices
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ADD COLUMN IF NOT EXISTS period_start DATE,
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ADD COLUMN IF NOT EXISTS period_end DATE,
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ADD COLUMN IF NOT EXISTS assessment_group_id UUID
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', v_schema);
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-- Backfill due_months based on existing frequency values
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EXECUTE format('
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UPDATE %I.assessment_groups
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SET due_months = CASE frequency
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WHEN ''quarterly'' THEN ''{1,4,7,10}''::INTEGER[]
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WHEN ''annual'' THEN ''{1}''::INTEGER[]
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ELSE ''{1,2,3,4,5,6,7,8,9,10,11,12}''::INTEGER[]
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END
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WHERE due_months IS NULL OR due_months = ''{1,2,3,4,5,6,7,8,9,10,11,12}''
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AND frequency != ''monthly''
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', v_schema);
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-- Backfill period_start/period_end for existing invoices (all monthly)
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EXECUTE format('
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UPDATE %I.invoices
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SET period_start = invoice_date,
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period_end = (invoice_date + INTERVAL ''1 month'' - INTERVAL ''1 day'')::DATE
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WHERE period_start IS NULL AND invoice_type = ''regular_assessment''
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', v_schema);
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-- Backfill assessment_group_id on existing invoices from units
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EXECUTE format('
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UPDATE %I.invoices i
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SET assessment_group_id = u.assessment_group_id
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FROM %I.units u
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WHERE i.unit_id = u.id AND i.assessment_group_id IS NULL
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', v_schema, v_schema);
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END LOOP;
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END $$;
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