bmc_hub/migrations/134_subscription_billing_dates.sql
Christian 3cddb71cec feat: Add Technician Dashboard V1, V2, and V3 with enhanced UI and functionality
- Introduced Technician Dashboard V1 (tech_v1_overview.html) with KPI cards and new cases overview.
- Implemented Technician Dashboard V2 (tech_v2_workboard.html) featuring a workboard layout for daily tasks and opportunities.
- Developed Technician Dashboard V3 (tech_v3_table_focus.html) with a power table for detailed case management.
- Created a dashboard selector page (technician_dashboard_selector.html) for easy navigation between dashboard versions.
- Added user dashboard preferences migration (130_user_dashboard_preferences.sql) to store default dashboard paths.
- Enhanced sag_sager table with assigned group ID (131_sag_assignment_group.sql) for better case management.
- Updated sag_subscriptions table to include cancellation rules and billing dates (132_subscription_cancellation.sql, 134_subscription_billing_dates.sql).
- Implemented subscription staging for CRM integration (136_simply_subscription_staging.sql).
- Added a script to move time tracking section in detail view (move_time_section.py).
- Created a test script for subscription processing (test_subscription_processing.py).
2026-02-17 08:29:05 +01:00

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SQL

-- Migration 134: Add billing period tracking to subscriptions
-- Adds next_invoice_date and period_start fields for tracking billing cycles
ALTER TABLE sag_subscriptions
ADD COLUMN IF NOT EXISTS next_invoice_date DATE,
ADD COLUMN IF NOT EXISTS period_start DATE;
-- Set default values for existing subscriptions
UPDATE sag_subscriptions
SET
next_invoice_date = start_date + INTERVAL '1 month',
period_start = start_date
WHERE next_invoice_date IS NULL AND status = 'active';
-- Create index for efficient querying of subscriptions due for invoicing
CREATE INDEX IF NOT EXISTS idx_sag_subscriptions_next_invoice
ON sag_subscriptions(next_invoice_date)
WHERE status = 'active';
COMMENT ON COLUMN sag_subscriptions.next_invoice_date IS 'Next date when an invoice should be generated for this subscription';
COMMENT ON COLUMN sag_subscriptions.period_start IS 'Start date of the current billing period - shifts to next period when invoice is generated';