changes

2026-04-03 15:45:18 -04:00
parent 4cd7357aa0
commit c66bdf5089
71 changed files with 6721 additions and 118 deletions
--- a/batch5_models.sql
+++ b/batch5_models.sql
@@ -0,0 +1,188 @@
+BEGIN;
+
+CREATE OR REPLACE FUNCTION _tmp_wo(p_name text, p_seq int, p_match text, p_acct int, p_tax int, p_label text) RETURNS void AS $$
+DECLARE v_mid int; v_lid int;
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, true, true, 2, 2, NOW(), NOW()) RETURNING id INTO v_mid;
+  INSERT INTO account_reconcile_model_line (model_id, company_id, sequence, account_id, amount_type, amount, amount_string, label, create_uid, write_uid, create_date, write_date)
+  VALUES (v_mid, 1, 10, p_acct, 'percentage', 100, '100', jsonb_build_object('en_US', p_label), 2, 2, NOW(), NOW()) RETURNING id INTO v_lid;
+  INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id) VALUES (v_lid, p_tax);
+END; $$ LANGUAGE plpgsql;
+
+CREATE OR REPLACE FUNCTION _tmp_pm(p_name text, p_seq int, p_match text, p_pid int) RETURNS void AS $$
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, mapped_partner_id, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, p_pid, true, true, 2, 2, NOW(), NOW());
+END; $$ LANGUAGE plpgsql;
+
+-- MJR Capital = collections payments (Office Expense, HST)
+SELECT _tmp_wo('MJR Capital Services - Collections', 600, 'mjr capital', 507, 20, 'MJR Capital Collections Payment');
+
+-- Landry & Jacobs = legal/collections (Office Expense, NO TAX - US company in AZ)
+SELECT _tmp_wo('Landry & Jacobs - Collections', 601, 'landry', 507, 32, 'Landry & Jacobs Collections');
+
+-- Micro Center = US electronics retailer (Computer/IT, NO TAX - US)
+SELECT _tmp_wo('Micro Center Electronics', 602, 'MICRO CENTER', 495, 32, 'Micro Center Electronics Purchase');
+
+-- Maravi Canada = medical supplies vendor (partner mapping)
+-- Need partner ID first - create as writeoff to Office for now
+SELECT _tmp_wo('Maravi Canada Medical', 603, 'MARAVI', 507, 20, 'Maravi Canada Medical Supplies');
+
+-- Google Turbo AI Note (SaaS, HST Canadian)
+SELECT _tmp_wo('Google Turbo AI Note', 604, 'TURBO AI NOTE', 495, 20, 'Google Turbo AI Note');
+
+-- FUSION NEXASYSTEMS = own company test charges (Office Expense, HST)
+SELECT _tmp_wo('Fusion NexaSystems Test', 605, 'NEXASYSTEMS', 507, 20, 'NexaSystems Test Charge');
+
+-- VPS IT NEXASYSTEMS = own company VPS hosting (Computer/IT, HST)
+-- already covered by NEXASYSTEMS match above
+
+-- Sunnybrook / St Josephs = hospital parking (Meals & Ent or Office, HST)
+SELECT _tmp_wo('Hospital Parking - Sunnybrook', 606, 'sunnybrook', 506, 20, 'Sunnybrook Hospital Parking/Meals');
+SELECT _tmp_wo('Hospital Parking - St Josephs', 607, 'st josephs', 506, 20, 'St Josephs Hospital Parking');
+
+-- Canada Post (CPC SCP) - already exists but let's check
+-- Model 49 matches "CPC SCP" - should work
+
+-- Bolts Plus Inc = hardware supplies (Office Expense, HST)
+SELECT _tmp_wo('Bolts Plus Hardware', 608, 'BOLTS PLUS', 507, 20, 'Bolts Plus Hardware Supplies');
+
+-- Durafast Label Company = labels/printing (Office Expense, HST)
+SELECT _tmp_wo('Durafast Label Company', 609, 'durafast', 507, 20, 'Durafast Label Printing');
+
+-- Better Business Bureau = membership (Dues & Subs, HST)
+SELECT _tmp_wo('Better Business Bureau', 610, 'better business bureau', 501, 20, 'Better Business Bureau Membership');
+
+-- AmySystems = software (Computer/IT, HST Canadian - QC)
+SELECT _tmp_wo('AmySystems Software', 611, 'AMYSYSTEMS', 495, 20, 'AmySystems Software');
+
+-- Thermor Limited = medical equipment vendor
+SELECT _tmp_pm('Thermor Limited', 612, 'thermor', NULL);
+
+-- Aqua Creek Products = pool/medical equipment (US vendor)
+-- Large amounts ($21K) - this is a PO vendor
+SELECT _tmp_pm('Aqua Creek Products', 613, 'aqua creek', NULL);
+
+-- Rogers (line 20184 with ******4596) - existing model should match
+-- 407 ETR (line 20131) - existing model matches "407 ETR" but this says "407ETR (WEB)"
+SELECT _tmp_wo('407 ETR Web Payment', 614, '407ETR', 497, 20, '407 ETR Web Highway Tolls');
+
+-- 7 Spice Bistro / The Kebob / Momo2Go = restaurants (Meals, HST)
+SELECT _tmp_wo('7 Spice Bistro', 615, '7 SPICE', 506, 20, '7 Spice Bistro Meals');
+SELECT _tmp_wo('The Kebob Restaurant', 616, 'KEBOB', 506, 20, 'The Kebob Restaurant Meals');
+SELECT _tmp_wo('Momo2Go Restaurant', 617, 'MOMO2GO', 506, 20, 'Momo2Go Restaurant Meals');
+
+-- Jay Cee Sales & Rivet = hardware/industrial (Office, NO TAX - US in MI)
+SELECT _tmp_wo('Jay Cee Sales & Rivet', 618, 'jay cee sales', 507, 32, 'Jay Cee Sales Industrial Supplies');
+
+-- Kickstarter / Eufymake = crowdfunding purchase (Computer/IT, NO TAX - US)
+SELECT _tmp_wo('Kickstarter Purchase', 619, 'kickstarter', 495, 32, 'Kickstarter Crowdfunding Purchase');
+
+-- Bambu Lab = 3D printer (Computer/IT, NO TAX - Hong Kong)
+SELECT _tmp_wo('Bambu Lab 3D Printer', 620, 'bambulab', 495, 32, 'Bambu Lab 3D Printer');
+
+-- Dhillon Video Karo = video production (Advertising, HST)
+SELECT _tmp_wo('Dhillon Video Karo', 621, 'dhillon video', 496, 20, 'Dhillon Video Production');
+
+-- Cansew = sewing/upholstery supplies (Office Expense, HST)
+SELECT _tmp_wo('Cansew Supplies', 622, 'cansew', 507, 20, 'Cansew Sewing/Upholstery Supplies');
+
+-- NuthutVancouver = food/snacks (Meals, HST)
+SELECT _tmp_wo('SP Nuthut', 623, 'NUTHUT', 506, 20, 'Nuthut Food/Snacks');
+
+-- Flywire = payment processing for education (Office, HST)
+SELECT _tmp_wo('Flywire Payment', 624, 'flywire', 507, 20, 'Flywire Education Payment');
+
+-- IELTS Humber = education/testing (Office, HST)
+SELECT _tmp_wo('IELTS Humber College', 625, 'IELTS', 507, 20, 'IELTS Testing Fee');
+
+-- York University = education (Office, HST)
+SELECT _tmp_wo('York University', 626, 'york u', 507, 20, 'York University Application Fee');
+
+-- ESW US Direct = e-commerce (Office, NO TAX - US)
+SELECT _tmp_wo('ESW US Direct E-Commerce', 627, 'ESW U.S.', 507, 32, 'ESW US Direct E-Commerce');
+
+-- Corp Canada = already created (419), skip
+
+-- NextDigitalKeys = software keys (Computer/IT, NO TAX - UK)
+SELECT _tmp_wo('NextDigitalKeys Software', 628, 'nextdigitalkeys', 495, 32, 'NextDigitalKeys Software License');
+
+-- StenoKeyboards = keyboard hardware (Computer/IT, NO TAX - foreign)
+SELECT _tmp_wo('StenoKeyboards', 629, 'stenokeyboards', 495, 32, 'StenoKeyboards Hardware');
+
+-- Global Technologies of Barrie = IT services vendor
+SELECT _tmp_wo('Global Technologies Barrie', 630, 'global technologies', 495, 20, 'Global Technologies IT Services');
+
+-- Milutin Vuicin = contractor/consultant (Computer/IT, NO TAX - US TX)
+SELECT _tmp_wo('Milutin Vuicin Consulting', 631, 'milutin vuicin', 495, 32, 'Milutin Vuicin Consulting');
+
+-- Maple Leaf Wheelchair = PO vendor
+SELECT _tmp_pm('Maple Leaf Wheelchair', 632, 'maple leaf wheelchair', NULL);
+
+-- Distributions GNX = distribution vendor (QC)
+SELECT _tmp_wo('Distributions GNX', 633, 'distributions gnx', 507, 20, 'Distributions GNX');
+
+-- ParkWhiz / ParkLink = parking (Car/Van, HST)
+SELECT _tmp_wo('ParkWhiz / ParkLink Parking', 634, 'park', 497, 20, 'Parking Fee');
+-- Actually 'park' is too broad, skip that. Use specific ones:
+-- delete that last one, too generic
+DELETE FROM account_reconcile_model WHERE name::text LIKE '%ParkWhiz%';
+-- Re-do with specific matches
+SELECT _tmp_wo('ParkWhiz Parking', 635, 'ParkWhiz', 497, 20, 'ParkWhiz Parking Fee');
+SELECT _tmp_wo('Precise ParkLink', 636, 'parklink', 497, 20, 'Precise ParkLink Parking');
+
+-- Span Medical Products = PO vendor
+SELECT _tmp_pm('Span Medical Products', 637, 'SPAN MEDICAL', NULL);
+
+-- NSC Medical = PO vendor
+SELECT _tmp_pm('NSC Medical', 638, 'nsc medical', NULL);
+
+-- WOW Mobile Boutique = phone accessories (Office, HST)
+SELECT _tmp_wo('WOW Mobile Boutique', 639, 'MOBILE BOUTIQ', 507, 20, 'WOW Mobile Boutique');
+
+-- Triumph Mobility = PO vendor
+SELECT _tmp_pm('Triumph Mobility', 640, 'triumph mobility', NULL);
+
+-- Home Healthcare Store = PO vendor
+SELECT _tmp_pm('Home Healthcare Store', 641, 'home healthcare store', NULL);
+
+-- Ubiquiti already created (409)
+-- Anthropic already matched by model 138 (ANTHROPIC)
+
+-- Royalmount Town = travel/accommodation (Travel, HST QC)
+SELECT _tmp_wo('Royalmount Town Hotel', 642, 'royalmount', 525, 20, 'Royalmount Town Accommodation');
+
+-- Westin Healthcare own charges = test transactions
+SELECT _tmp_wo('Westin Healthcare Test', 643, 'WESTIN HEALTHCARE', 507, 20, 'Westin Healthcare Test Charge');
+
+-- XTool Canada = laser cutter/tools (Computer/IT, HST - Canadian store)
+SELECT _tmp_wo('XTool Canada', 644, 'xtool', 495, 20, 'XTool Canada Equipment');
+
+-- Providence Healthcare = hospital parking (Meals, HST)
+SELECT _tmp_wo('Providence Healthcare', 645, 'providence healthcare', 506, 20, 'Providence Healthcare Parking');
+
+-- Glentel Wirelesswave = phone accessory (Office, HST)
+SELECT _tmp_wo('Glentel Wirelesswave', 646, 'wirelesswave', 507, 20, 'Glentel Wirelesswave Phone');
+
+-- 3DMouse = computer peripheral (Computer/IT, HST)
+SELECT _tmp_wo('3DMouse Input Device', 647, '3dmouse', 495, 20, '3DMouse Input Device');
+
+-- LawDepot already created (422)
+
+-- Best Buy Medical already created as partner_map (501)
+
+-- Catherwood & Vittoria = restaurant (Meals, HST)
+SELECT _tmp_wo('Catherwood & Vittoria', 648, 'catherwood', 506, 20, 'Catherwood & Vittoria Restaurant');
+
+-- SB M Wing = hospital cafeteria (Meals, HST)
+SELECT _tmp_wo('Sunnybrook M Wing Cafe', 649, 'sb m wing', 506, 20, 'Sunnybrook M Wing Cafeteria');
+
+-- Canada/Ottawa lines = government fees/parking
+SELECT _tmp_wo('Canada Ottawa Govt Fee', 650, 'canada-Ottawa', 507, 20, 'Ottawa Government Fee');
+SELECT _tmp_wo('Canada Ottawa Fee 2', 651, 'canada ottawa on', 507, 20, 'Ottawa Government Fee');
+
+DROP FUNCTION _tmp_wo(text, int, text, int, int, text);
+DROP FUNCTION _tmp_pm(text, int, text, int);
+
+COMMIT;