changes

2026-04-03 15:45:18 -04:00
parent 4cd7357aa0
commit c66bdf5089
71 changed files with 6721 additions and 118 deletions
--- a/visa_models.sql
+++ b/visa_models.sql
@@ -0,0 +1,74 @@
+BEGIN;
+
+-- ============================================================
+-- Scotia Passport Visa recurring transaction models
+-- ============================================================
+
+-- SmartStop Storage → 6010 Building Rent + HST (partner 11463)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "SmartStop Storage Rent"}', 1, 'auto_reconcile', 'contains', 'smartstop', 11463, true, 130, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 560, 'percentage', 100, '100', '{"en_US": "SmartStop Storage Unit Rent"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- QuickBooks / Intuit → 6050 IT Expenses + HST (partner 5830)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "QuickBooks / Intuit Subscription"}', 1, 'auto_reconcile', 'contains', 'quickbooks', 5830, true, 131, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "QuickBooks Online Subscription"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Also catch the "qbooks" variant
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "QBooks Online (Intuit)"}', 1, 'auto_reconcile', 'contains', 'qbooks', 5830, true, 132, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "QuickBooks Online Subscription"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Vistaprint → 6270 Stationery and Printing + HST (partner 5027)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Vistaprint Printing"}', 1, 'auto_reconcile', 'contains', 'vistaprint', 5027, true, 133, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 519, 'percentage', 100, '100', '{"en_US": "Vistaprint Business Cards/Printing"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- OpenRouter (AI API) → 6050 IT Expenses, no HST (US company)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "OpenRouter AI API"}', 1, 'auto_reconcile', 'contains', 'openrouter', true, 134, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "OpenRouter AI API Usage"}', 10, 2, 2, NOW(), NOW());
+
+-- Crunchyroll → 6070 Dues and Subscriptions, no HST (US company)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Crunchyroll Subscription"}', 1, 'auto_reconcile', 'contains', 'crunchyroll', true, 135, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 501, 'percentage', 100, '100', '{"en_US": "Crunchyroll Streaming Subscription"}', 10, 2, 2, NOW(), NOW());
+
+-- Punjabi Community Health → 6490 Donation, no HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Punjabi Community Health Donation"}', 1, 'auto_reconcile', 'contains', 'punjabi community', true, 136, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 528, 'percentage', 100, '100', '{"en_US": "Punjabi Community Health Centre Donation"}', 10, 2, 2, NOW(), NOW());
+
+-- Canada Worldwide Services → need to check account... shipping/customs likely
+-- Using 8010 Shipping & Delivery + HST as best guess
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Canada Worldwide Services - Shipping"}', 1, 'auto_reconcile', 'contains', 'canada worldwide', true, 137, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 518, 'percentage', 100, '100', '{"en_US": "Canada Worldwide Shipping/Customs"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Apple Bill → 6050 IT Expenses + HST (already have model 50 for APPLE.COM but not "apple bill")
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Apple Bill - iCloud/Services"}', 1, 'auto_reconcile', 'contains', 'apple bill', true, 138, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "Apple iCloud/Services Subscription"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+COMMIT;