Phase 1: accounting

This commit is contained in:
2026-05-06 14:10:46 -05:00
parent 373c1cb945
commit d6d70e641c
8 changed files with 1241 additions and 9 deletions

View File

@@ -2,10 +2,10 @@
-- PostgreSQL database dump
--
\restrict XHJaQEVNwjEtL1FZTBb0Sf7ooBX1Ld95BOqQlHUgJxKe87sxBoQbgpWG7aympDU
\restrict dcppwhgnHJoNOBlNPc2moWihaP892wdvcafOsrY89xMPWDOJABsPkfufznphBjh
-- Dumped from database version 17.6
-- Dumped by pg_dump version 17.6
-- Dumped from database version 17.7
-- Dumped by pg_dump version 17.7
SET statement_timeout = 0;
SET lock_timeout = 0;
@@ -45,7 +45,9 @@ CREATE TABLE public.customers (
line3 character varying(255),
line4 character varying(255),
qbo_id character varying(50),
qbo_sync_token character varying(50)
qbo_sync_token character varying(50),
contact character varying(255),
remarks text
);
@@ -120,7 +122,7 @@ ALTER SEQUENCE public.invoice_items_id_seq OWNED BY public.invoice_items.id;
CREATE TABLE public.invoices (
id integer NOT NULL,
invoice_number character varying(50) NOT NULL,
invoice_number character varying(50) DEFAULT NULL::character varying,
customer_id integer,
invoice_date date NOT NULL,
terms character varying(100) DEFAULT 'Net 30'::character varying,
@@ -135,7 +137,20 @@ CREATE TABLE public.invoices (
updated_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP,
qbo_id character varying(50),
qbo_sync_token character varying(50),
qbo_doc_number character varying(50)
qbo_doc_number character varying(50),
paid_date date,
scheduled_send_date date,
payment_status character varying(20),
email_status character varying(20) DEFAULT 'open'::character varying,
bill_to_name character varying(255),
is_recurring boolean DEFAULT false,
recurring_interval character varying(20),
next_recurring_date date,
recurring_source_id integer,
stripe_payment_link_id character varying(255),
stripe_payment_link_url text,
stripe_payment_status character varying(50) DEFAULT 'pending'::character varying,
sent_dates date[] DEFAULT '{}'::date[]
);
@@ -163,6 +178,84 @@ ALTER SEQUENCE public.invoices_id_seq OWNER TO quoteuser;
ALTER SEQUENCE public.invoices_id_seq OWNED BY public.invoices.id;
--
-- Name: payment_invoices; Type: TABLE; Schema: public; Owner: quoteuser
--
CREATE TABLE public.payment_invoices (
id integer NOT NULL,
payment_id integer,
invoice_id integer,
amount numeric(12,2) NOT NULL
);
ALTER TABLE public.payment_invoices OWNER TO quoteuser;
--
-- Name: payment_invoices_id_seq; Type: SEQUENCE; Schema: public; Owner: quoteuser
--
CREATE SEQUENCE public.payment_invoices_id_seq
AS integer
START WITH 1
INCREMENT BY 1
NO MINVALUE
NO MAXVALUE
CACHE 1;
ALTER SEQUENCE public.payment_invoices_id_seq OWNER TO quoteuser;
--
-- Name: payment_invoices_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: quoteuser
--
ALTER SEQUENCE public.payment_invoices_id_seq OWNED BY public.payment_invoices.id;
--
-- Name: payments; Type: TABLE; Schema: public; Owner: quoteuser
--
CREATE TABLE public.payments (
id integer NOT NULL,
payment_date date NOT NULL,
reference_number character varying(100),
payment_method character varying(50),
deposit_to_account character varying(200),
total_amount numeric(12,2) NOT NULL,
customer_id integer,
qbo_payment_id character varying(50),
notes text,
created_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP
);
ALTER TABLE public.payments OWNER TO quoteuser;
--
-- Name: payments_id_seq; Type: SEQUENCE; Schema: public; Owner: quoteuser
--
CREATE SEQUENCE public.payments_id_seq
AS integer
START WITH 1
INCREMENT BY 1
NO MINVALUE
NO MAXVALUE
CACHE 1;
ALTER SEQUENCE public.payments_id_seq OWNER TO quoteuser;
--
-- Name: payments_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: quoteuser
--
ALTER SEQUENCE public.payments_id_seq OWNED BY public.payments.id;
--
-- Name: quote_items; Type: TABLE; Schema: public; Owner: quoteuser
--
@@ -250,6 +343,19 @@ ALTER SEQUENCE public.quotes_id_seq OWNER TO quoteuser;
ALTER SEQUENCE public.quotes_id_seq OWNED BY public.quotes.id;
--
-- Name: settings; Type: TABLE; Schema: public; Owner: quoteuser
--
CREATE TABLE public.settings (
key character varying(100) NOT NULL,
value text,
updated_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP
);
ALTER TABLE public.settings OWNER TO quoteuser;
--
-- Name: customers id; Type: DEFAULT; Schema: public; Owner: quoteuser
--
@@ -271,6 +377,20 @@ ALTER TABLE ONLY public.invoice_items ALTER COLUMN id SET DEFAULT nextval('publi
ALTER TABLE ONLY public.invoices ALTER COLUMN id SET DEFAULT nextval('public.invoices_id_seq'::regclass);
--
-- Name: payment_invoices id; Type: DEFAULT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.payment_invoices ALTER COLUMN id SET DEFAULT nextval('public.payment_invoices_id_seq'::regclass);
--
-- Name: payments id; Type: DEFAULT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.payments ALTER COLUMN id SET DEFAULT nextval('public.payments_id_seq'::regclass);
--
-- Name: quote_items id; Type: DEFAULT; Schema: public; Owner: quoteuser
--
@@ -325,6 +445,30 @@ ALTER TABLE ONLY public.invoices
ADD CONSTRAINT invoices_pkey PRIMARY KEY (id);
--
-- Name: payment_invoices payment_invoices_payment_id_invoice_id_key; Type: CONSTRAINT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.payment_invoices
ADD CONSTRAINT payment_invoices_payment_id_invoice_id_key UNIQUE (payment_id, invoice_id);
--
-- Name: payment_invoices payment_invoices_pkey; Type: CONSTRAINT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.payment_invoices
ADD CONSTRAINT payment_invoices_pkey PRIMARY KEY (id);
--
-- Name: payments payments_pkey; Type: CONSTRAINT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.payments
ADD CONSTRAINT payments_pkey PRIMARY KEY (id);
--
-- Name: quote_items quote_items_pkey; Type: CONSTRAINT; Schema: public; Owner: quoteuser
--
@@ -349,6 +493,14 @@ ALTER TABLE ONLY public.quotes
ADD CONSTRAINT quotes_quote_number_key UNIQUE (quote_number);
--
-- Name: settings settings_pkey; Type: CONSTRAINT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.settings
ADD CONSTRAINT settings_pkey PRIMARY KEY (key);
--
-- Name: idx_customers_qbo_id; Type: INDEX; Schema: public; Owner: quoteuser
--
@@ -384,6 +536,55 @@ CREATE INDEX idx_invoices_customer_id ON public.invoices USING btree (customer_i
CREATE INDEX idx_invoices_invoice_number ON public.invoices USING btree (invoice_number);
--
-- Name: idx_invoices_paid_date; Type: INDEX; Schema: public; Owner: quoteuser
--
CREATE INDEX idx_invoices_paid_date ON public.invoices USING btree (paid_date);
--
-- Name: idx_invoices_recurring; Type: INDEX; Schema: public; Owner: quoteuser
--
CREATE INDEX idx_invoices_recurring ON public.invoices USING btree (is_recurring, next_recurring_date) WHERE (is_recurring = true);
--
-- Name: idx_invoices_scheduled_send_date; Type: INDEX; Schema: public; Owner: quoteuser
--
CREATE INDEX idx_invoices_scheduled_send_date ON public.invoices USING btree (scheduled_send_date);
--
-- Name: idx_payment_invoices_invoice; Type: INDEX; Schema: public; Owner: quoteuser
--
CREATE INDEX idx_payment_invoices_invoice ON public.payment_invoices USING btree (invoice_id);
--
-- Name: idx_payment_invoices_payment; Type: INDEX; Schema: public; Owner: quoteuser
--
CREATE INDEX idx_payment_invoices_payment ON public.payment_invoices USING btree (payment_id);
--
-- Name: idx_payments_customer; Type: INDEX; Schema: public; Owner: quoteuser
--
CREATE INDEX idx_payments_customer ON public.payments USING btree (customer_id);
--
-- Name: idx_payments_date; Type: INDEX; Schema: public; Owner: quoteuser
--
CREATE INDEX idx_payments_date ON public.payments USING btree (payment_date);
--
-- Name: idx_quote_items_quote_id; Type: INDEX; Schema: public; Owner: quoteuser
--
@@ -405,6 +606,13 @@ CREATE INDEX idx_quotes_customer_id ON public.quotes USING btree (customer_id);
CREATE INDEX idx_quotes_quote_number ON public.quotes USING btree (quote_number);
--
-- Name: uniq_recurring_source_invoice_date; Type: INDEX; Schema: public; Owner: quoteuser
--
CREATE UNIQUE INDEX uniq_recurring_source_invoice_date ON public.invoices USING btree (recurring_source_id, invoice_date) WHERE (recurring_source_id IS NOT NULL);
--
-- Name: invoice_items invoice_items_invoice_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
--
@@ -429,6 +637,38 @@ ALTER TABLE ONLY public.invoices
ADD CONSTRAINT invoices_customer_id_fkey FOREIGN KEY (customer_id) REFERENCES public.customers(id);
--
-- Name: invoices invoices_recurring_source_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.invoices
ADD CONSTRAINT invoices_recurring_source_id_fkey FOREIGN KEY (recurring_source_id) REFERENCES public.invoices(id);
--
-- Name: payment_invoices payment_invoices_invoice_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.payment_invoices
ADD CONSTRAINT payment_invoices_invoice_id_fkey FOREIGN KEY (invoice_id) REFERENCES public.invoices(id) ON DELETE CASCADE;
--
-- Name: payment_invoices payment_invoices_payment_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.payment_invoices
ADD CONSTRAINT payment_invoices_payment_id_fkey FOREIGN KEY (payment_id) REFERENCES public.payments(id) ON DELETE CASCADE;
--
-- Name: payments payments_customer_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
--
ALTER TABLE ONLY public.payments
ADD CONSTRAINT payments_customer_id_fkey FOREIGN KEY (customer_id) REFERENCES public.customers(id);
--
-- Name: quote_items quote_items_quote_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
--
@@ -449,5 +689,5 @@ ALTER TABLE ONLY public.quotes
-- PostgreSQL database dump complete
--
\unrestrict XHJaQEVNwjEtL1FZTBb0Sf7ooBX1Ld95BOqQlHUgJxKe87sxBoQbgpWG7aympDU
\unrestrict dcppwhgnHJoNOBlNPc2moWihaP892wdvcafOsrY89xMPWDOJABsPkfufznphBjh