Accounting: categorize register transactions from Buildium GL lines

partymap mode now also resolves each Buildium transaction's dominant
income/expense account (from its Journal lines) to a local category, staged
alongside the party. Used to backfill accounting.transactions.category on the
materialized bank register. Applied to Village Woods.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-06-15 20:16:00 -04:00
parent 0faee9994d
commit 9aa1f94eb4
2 changed files with 34 additions and 7 deletions
@@ -0,0 +1,7 @@
-- Extend the payee/payor staging table to also carry the resolved income/expense
-- category (the dominant Journal line of each Buildium GL transaction) and its
-- local account, used to backfill accounting.transactions.category on the
-- materialized bank register of imported-GL companies.
alter table accounting.buildium_party_map
add column if not exists category_name text,
add column if not exists coa_account_id uuid;