olsch01
e6fe2314de
Adds budget planning capability under Board Planning, allowing HOA boards to model future year budgets with configurable per-year inflation rates. Backend: - New budget_plans + budget_plan_lines tables (migration 014) - BudgetPlanningService: CRUD, inflation generation (per-month preservation), status workflow (planning → approved → ratified), ratify-to-official copy - 8 new API endpoints on board-planning controller - Projection engine (both board-planning and reports) now falls back to planned budgets via UNION ALL query when no official budget exists - Extended year range from 3 to dynamic based on projection months Frontend: - BudgetPlanningPage with monthly grid table (mirrors BudgetsPage pattern) - Year selector, inflation rate control, status progression buttons - Inline editing with save, confirmation modals for status changes - Manual edit tracking with visual indicator - Summary cards for income/expense totals Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
55 lines
2.3 KiB
SQL
55 lines
2.3 KiB
SQL
-- Migration: Add budget_plans and budget_plan_lines tables to all tenant schemas
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DO $migration$
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DECLARE
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s TEXT;
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BEGIN
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FOR s IN
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SELECT schema_name FROM information_schema.schemata WHERE schema_name LIKE 'tenant_%'
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LOOP
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-- budget_plans
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EXECUTE format('
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CREATE TABLE IF NOT EXISTS %I.budget_plans (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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fiscal_year INTEGER NOT NULL,
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status VARCHAR(20) NOT NULL DEFAULT ''planning'' CHECK (status IN (''planning'', ''approved'', ''ratified'')),
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base_year INTEGER NOT NULL,
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inflation_rate DECIMAL(5,2) NOT NULL DEFAULT 2.50,
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notes TEXT,
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created_by UUID,
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approved_by UUID,
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approved_at TIMESTAMPTZ,
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ratified_by UUID,
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ratified_at TIMESTAMPTZ,
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created_at TIMESTAMPTZ DEFAULT NOW(),
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updated_at TIMESTAMPTZ DEFAULT NOW(),
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UNIQUE(fiscal_year)
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)', s);
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-- budget_plan_lines
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EXECUTE format('
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CREATE TABLE IF NOT EXISTS %I.budget_plan_lines (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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budget_plan_id UUID NOT NULL REFERENCES %I.budget_plans(id) ON DELETE CASCADE,
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account_id UUID NOT NULL REFERENCES %I.accounts(id),
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fund_type VARCHAR(20) NOT NULL CHECK (fund_type IN (''operating'', ''reserve'')),
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jan DECIMAL(12,2) DEFAULT 0, feb DECIMAL(12,2) DEFAULT 0,
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mar DECIMAL(12,2) DEFAULT 0, apr DECIMAL(12,2) DEFAULT 0,
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may DECIMAL(12,2) DEFAULT 0, jun DECIMAL(12,2) DEFAULT 0,
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jul DECIMAL(12,2) DEFAULT 0, aug DECIMAL(12,2) DEFAULT 0,
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sep DECIMAL(12,2) DEFAULT 0, oct DECIMAL(12,2) DEFAULT 0,
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nov DECIMAL(12,2) DEFAULT 0, dec_amt DECIMAL(12,2) DEFAULT 0,
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is_manually_adjusted BOOLEAN DEFAULT FALSE,
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notes TEXT,
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UNIQUE(budget_plan_id, account_id, fund_type)
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)', s, s, s);
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-- Indexes
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EXECUTE format('CREATE INDEX IF NOT EXISTS idx_%s_bp_year ON %I.budget_plans(fiscal_year)', replace(s, 'tenant_', ''), s);
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EXECUTE format('CREATE INDEX IF NOT EXISTS idx_%s_bp_status ON %I.budget_plans(status)', replace(s, 'tenant_', ''), s);
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EXECUTE format('CREATE INDEX IF NOT EXISTS idx_%s_bpl_plan ON %I.budget_plan_lines(budget_plan_id)', replace(s, 'tenant_', ''), s);
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RAISE NOTICE 'Migrated schema: %', s;
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END LOOP;
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END;
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$migration$;
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