spouliot
4fd9c52aaf
Budgeting: - Budget + BudgetLine entities with Jan–Dec monthly columns per GL account - BudgetsController: Index, Create, Edit, SetDefault, Copy, Delete - Copy action rolls a budget forward to a new fiscal year - Budget vs. Actual report (BudgetVsActual): compares monthly budget amounts to real P&L by calling GetProfitAndLossAsync once per month; variance shown as favorable/unfavorable; year + budget selectors in header - Views: Budgets/Index, Create, Edit with inline annual totals via budget-edit.js - Nav link + report card on Landing Year-End Close: - YearEndClose entity records each closed year + JE reference for audit trail - AccountsController.YearEndClose GET (history + form) + CloseYear POST - Close zeroes all Revenue and Expense/COGS account balances into Retained Earnings via IAccountBalanceService and posts a supporting JE dated Dec 31 - Idempotency: rejects attempt to close an already-closed year - Pre-close checklist in view to guide the workflow - Nav link under Finance Migration AddBudgetsAndYearEndClose applied Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
186 lines
9.0 KiB
C#
186 lines
9.0 KiB
C#
using System;
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using Microsoft.EntityFrameworkCore.Migrations;
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#nullable disable
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namespace PowderCoating.Infrastructure.Migrations
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{
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/// <inheritdoc />
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public partial class AddBudgetsAndYearEndClose : Migration
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{
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/// <inheritdoc />
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protected override void Up(MigrationBuilder migrationBuilder)
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{
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migrationBuilder.CreateTable(
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name: "Budgets",
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columns: table => new
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{
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Id = table.Column<int>(type: "int", nullable: false)
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.Annotation("SqlServer:Identity", "1, 1"),
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Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
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FiscalYear = table.Column<int>(type: "int", nullable: false),
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Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
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IsDefault = table.Column<bool>(type: "bit", nullable: false),
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CompanyId = table.Column<int>(type: "int", nullable: false),
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CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
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UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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IsDeleted = table.Column<bool>(type: "bit", nullable: false),
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DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
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},
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constraints: table =>
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{
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table.PrimaryKey("PK_Budgets", x => x.Id);
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});
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migrationBuilder.CreateTable(
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name: "YearEndCloses",
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columns: table => new
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{
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Id = table.Column<int>(type: "int", nullable: false)
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.Annotation("SqlServer:Identity", "1, 1"),
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ClosedYear = table.Column<int>(type: "int", nullable: false),
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ClosedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
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ClosedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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JournalEntryId = table.Column<int>(type: "int", nullable: false),
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CompanyId = table.Column<int>(type: "int", nullable: false),
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CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
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UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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IsDeleted = table.Column<bool>(type: "bit", nullable: false),
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DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
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},
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constraints: table =>
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{
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table.PrimaryKey("PK_YearEndCloses", x => x.Id);
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table.ForeignKey(
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name: "FK_YearEndCloses_JournalEntries_JournalEntryId",
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column: x => x.JournalEntryId,
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principalTable: "JournalEntries",
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principalColumn: "Id",
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onDelete: ReferentialAction.Restrict);
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});
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migrationBuilder.CreateTable(
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name: "BudgetLines",
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columns: table => new
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{
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Id = table.Column<int>(type: "int", nullable: false)
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.Annotation("SqlServer:Identity", "1, 1"),
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BudgetId = table.Column<int>(type: "int", nullable: false),
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AccountId = table.Column<int>(type: "int", nullable: false),
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Jan = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Feb = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Mar = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Apr = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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May = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Jun = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Jul = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Aug = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Sep = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Oct = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Nov = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Dec = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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CompanyId = table.Column<int>(type: "int", nullable: false),
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CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
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UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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IsDeleted = table.Column<bool>(type: "bit", nullable: false),
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DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
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},
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constraints: table =>
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{
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table.PrimaryKey("PK_BudgetLines", x => x.Id);
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table.ForeignKey(
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name: "FK_BudgetLines_Accounts_AccountId",
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column: x => x.AccountId,
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principalTable: "Accounts",
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principalColumn: "Id",
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onDelete: ReferentialAction.Restrict);
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table.ForeignKey(
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name: "FK_BudgetLines_Budgets_BudgetId",
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column: x => x.BudgetId,
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principalTable: "Budgets",
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principalColumn: "Id",
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onDelete: ReferentialAction.Cascade);
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});
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 1,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 16, 55, 8, 322, DateTimeKind.Utc).AddTicks(966));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 2,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 16, 55, 8, 322, DateTimeKind.Utc).AddTicks(974));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 3,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 16, 55, 8, 322, DateTimeKind.Utc).AddTicks(976));
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migrationBuilder.CreateIndex(
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name: "IX_BudgetLines_AccountId",
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table: "BudgetLines",
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column: "AccountId");
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migrationBuilder.CreateIndex(
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name: "IX_BudgetLines_BudgetId",
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table: "BudgetLines",
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column: "BudgetId");
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migrationBuilder.CreateIndex(
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name: "IX_YearEndCloses_JournalEntryId",
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table: "YearEndCloses",
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column: "JournalEntryId");
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}
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/// <inheritdoc />
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protected override void Down(MigrationBuilder migrationBuilder)
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{
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migrationBuilder.DropTable(
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name: "BudgetLines");
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migrationBuilder.DropTable(
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name: "YearEndCloses");
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migrationBuilder.DropTable(
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name: "Budgets");
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 1,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 16, 0, 49, 626, DateTimeKind.Utc).AddTicks(4004));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 2,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 16, 0, 49, 626, DateTimeKind.Utc).AddTicks(4009));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 3,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 16, 0, 49, 626, DateTimeKind.Utc).AddTicks(4011));
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}
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}
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}
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