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215ecb3153
/dashboard/budget-management now renders a Budget Workbook that pulls YTD actuals (from the accounting GL, through a chosen month), derives a monthly average (YTD/N), takes a per-line inflation %, and projects an annual budget (avg x 12 x (1+infl)). Footer rolls up annual budget / 12 / # units = per-unit monthly assessment. Income + expense sections; all imported fields editable. - Standalone saved worksheet (accounting.budget_workbooks/_lines, RLS like accounts) - "Push to Budget" writes projected/12 into accounting.budgets + budget_entries - Uses accounting.accounts (synced with the Accounting dashboard COA) and paginates the GL fetch (1000-row cap). Nav relabeled Budget Management -> Budget Workbook. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
42 lines
2.3 KiB
SQL
42 lines
2.3 KiB
SQL
-- Budget Workbook: standalone worksheet state (chosen month + per-line inflation %
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-- and overrides) for the Budget Workbook page. Computed values come from the GL at
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-- runtime; only the user's edits are persisted here. Company-scoped, RLS mirrors
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-- accounting.accounts (accounting staff OR company member).
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create table if not exists accounting.budget_workbooks (
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id uuid primary key default gen_random_uuid(),
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company_id uuid not null references accounting.companies(id) on delete cascade,
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fiscal_year int not null,
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through_month int not null default 1,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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unique (company_id, fiscal_year)
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);
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create table if not exists accounting.budget_workbook_lines (
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id uuid primary key default gen_random_uuid(),
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workbook_id uuid not null references accounting.budget_workbooks(id) on delete cascade,
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account_id uuid not null references accounting.accounts(id) on delete cascade,
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ytd_override numeric,
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inflation_pct numeric,
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projected_override numeric,
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unique (workbook_id, account_id)
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);
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alter table accounting.budget_workbooks enable row level security;
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alter table accounting.budget_workbook_lines enable row level security;
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create policy "wb staff" on accounting.budget_workbooks for all to authenticated
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using (accounting.is_accounting_staff()) with check (accounting.is_accounting_staff());
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create policy "wb members" on accounting.budget_workbooks for all to authenticated
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using (accounting.is_company_member(company_id, auth.uid())) with check (accounting.is_company_member(company_id, auth.uid()));
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create policy "wbl staff" on accounting.budget_workbook_lines for all to authenticated
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using (accounting.is_accounting_staff()) with check (accounting.is_accounting_staff());
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create policy "wbl members" on accounting.budget_workbook_lines for all to authenticated
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using (exists (select 1 from accounting.budget_workbooks w where w.id = workbook_id and accounting.is_company_member(w.company_id, auth.uid())))
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with check (exists (select 1 from accounting.budget_workbooks w where w.id = workbook_id and accounting.is_company_member(w.company_id, auth.uid())));
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grant select, insert, update, delete on accounting.budget_workbooks to authenticated;
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grant select, insert, update, delete on accounting.budget_workbook_lines to authenticated;
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