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Add ACMCC app source, Supabase backend, and project config

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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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renee-png
2026-06-01 20:19:26 -04:00
parent 313b51b412
commit 183fe0a93c
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supabase/migrations/20260425195833_0a715546-f3db-4b09-8e93-a214dd2ab833.sql
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DROP VIEW IF EXISTS public.budget_actuals_monthly CASCADE;
CREATE VIEW public.budget_actuals_monthly
WITH (security_invoker = true)
AS
-- Expenses from bills (count as soon as bill is entered, regardless of status,
-- excluding voided/cancelled)
SELECT
b.association_id,
date_trunc('month', b.bill_date)::date AS period_month,
'expense'::text AS account_type,
b.expense_account_id AS gl_account_id,
coa.account_name AS category_name,
SUM(COALESCE(b.amount, 0))::numeric AS amount
FROM public.bills b
LEFT JOIN public.chart_of_accounts coa ON coa.id = b.expense_account_id
WHERE b.bill_date IS NOT NULL
AND COALESCE(LOWER(b.status), '') NOT IN ('void', 'voided', 'cancelled', 'canceled', 'rejected', 'draft')
GROUP BY b.association_id, date_trunc('month', b.bill_date), b.expense_account_id, coa.account_name
UNION ALL
-- Expenses from billable_expenses (categorised line items)
SELECT
be.association_id,
date_trunc('month', be.date)::date AS period_month,
'expense'::text AS account_type,
NULL::uuid AS gl_account_id,
COALESCE(be.category, 'Uncategorized') AS category_name,
SUM(COALESCE(be.amount, 0))::numeric AS amount
FROM public.billable_expenses be
WHERE be.date IS NOT NULL
AND COALESCE(be.is_credit, false) = false
GROUP BY be.association_id, date_trunc('month', be.date), be.category
UNION ALL
-- Income from admin payments
SELECT
ap.association_id,
date_trunc('month', COALESCE(ap.payment_date, ap.created_at::date))::date AS period_month,
'income'::text AS account_type,
NULL::uuid AS gl_account_id,
'Owner Payments'::text AS category_name,
SUM(COALESCE(ap.amount, 0))::numeric AS amount
FROM public.admin_payments ap
WHERE COALESCE(LOWER(ap.status), '') NOT IN ('void', 'voided', 'cancelled', 'canceled', 'failed', 'refunded')
GROUP BY ap.association_id, date_trunc('month', COALESCE(ap.payment_date, ap.created_at::date))
UNION ALL
-- Income from client invoices (count as soon as issued)
SELECT
ci.association_id,
date_trunc('month', COALESCE(ci.issue_date, ci.paid_date))::date AS period_month,
'income'::text AS account_type,
NULL::uuid AS gl_account_id,
'Invoiced Income'::text AS category_name,
SUM(COALESCE(ci.total, ci.amount, 0))::numeric AS amount
FROM public.client_invoices ci
WHERE COALESCE(ci.issue_date, ci.paid_date) IS NOT NULL
AND COALESCE(LOWER(ci.status), '') NOT IN ('void', 'voided', 'cancelled', 'canceled', 'draft')
GROUP BY ci.association_id, date_trunc('month', COALESCE(ci.issue_date, ci.paid_date));
GRANT SELECT ON public.budget_actuals_monthly TO authenticated, anon, service_role;