Mattsson
885dd8a2e4
* feat: implement fiscal period date fields component and validation logic * feat: update fiscal period validation and naming logic
37 lines
1.5 KiB
SQL
37 lines
1.5 KiB
SQL
-- Backfill fiscal_periods.opening_balance_entry_id for periods where a SIE
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-- import created an opening-balance journal entry but never linked it back to
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-- the period. Without the link, getOpeningBalances falls through to summing
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-- all prior journal-entry lines before period_start, which double-counts each
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-- year's IB against the prior year's UB and inflates balance-sheet accounts
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-- in proportion to the number of years imported.
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--
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-- Safe to re-run: only periods with NULL opening_balance_entry_id are updated.
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-- The enforce_opening_balance_immutability trigger (migration 019) only fires
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-- when OLD.opening_balance_entry_id IS NOT NULL, so this UPDATE is permitted.
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--
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-- Periods with more than one posted opening-balance entry (should not happen
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-- because checkDuplicatePeriodImport rejects overlapping imports, but a failed
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-- partial import could theoretically produce this) are intentionally skipped
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-- so the correct entry can be chosen manually rather than linked arbitrarily.
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UPDATE public.fiscal_periods fp
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SET
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opening_balance_entry_id = (
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SELECT je.id
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FROM public.journal_entries je
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WHERE je.fiscal_period_id = fp.id
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AND je.company_id = fp.company_id
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AND je.source_type = 'opening_balance'
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AND je.status = 'posted'
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LIMIT 1
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),
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opening_balances_set = true
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WHERE fp.opening_balance_entry_id IS NULL
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AND (
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SELECT COUNT(*) FROM public.journal_entries je
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WHERE je.fiscal_period_id = fp.id
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AND je.company_id = fp.company_id
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AND je.source_type = 'opening_balance'
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AND je.status = 'posted'
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) = 1;
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