164 lines
4.0 KiB
Markdown
164 lines
4.0 KiB
Markdown
# Chart of Accounts Migration - Ready to Run
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## ✅ Status: All Files Prepared
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The Chart of Accounts migration and initialization scripts are ready. You need to provide database connection information to proceed.
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---
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## 📋 What's Ready
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1. ✅ **Prisma Model**: `ChartOfAccount` added to schema
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2. ✅ **Migration Script**: `scripts/run-chart-of-accounts-migration.sh`
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3. ✅ **Initialization Script**: `scripts/initialize-chart-of-accounts.ts`
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4. ✅ **Prisma Client**: Generated (includes ChartOfAccount model)
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---
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## 🚀 To Run Migration
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### Option 1: Set DATABASE_URL Environment Variable
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```bash
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cd /home/intlc/projects/proxmox/dbis_core
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# Set DATABASE_URL (replace with your actual connection string)
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export DATABASE_URL="postgresql://user:password@host:port/database"
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# Run the migration script
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./scripts/run-chart-of-accounts-migration.sh
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```
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### Option 2: Create .env File
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```bash
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cd /home/intlc/projects/proxmox/dbis_core
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# Create .env file
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cat > .env << EOF
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DATABASE_URL=postgresql://user:password@host:port/database
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EOF
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# Run the migration script
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./scripts/run-chart-of-accounts-migration.sh
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```
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### Option 3: Manual Steps
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```bash
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cd /home/intlc/projects/proxmox/dbis_core
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# 1. Set DATABASE_URL
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export DATABASE_URL="postgresql://user:password@host:port/database"
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# 2. Generate Prisma client (already done, but can re-run)
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npx prisma generate
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# 3. Create and apply migration
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npx prisma migrate dev --name add_chart_of_accounts
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# 4. Initialize accounts
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ts-node scripts/initialize-chart-of-accounts.ts
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```
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---
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## 🔗 Database Connection Examples
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### Local Development
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```bash
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export DATABASE_URL="postgresql://postgres:password@localhost:5432/dbis_core"
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```
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### Production (Based on Deployment Docs)
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```bash
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export DATABASE_URL="postgresql://dbis:8cba649443f97436db43b34ab2c0e75b5cf15611bef9c099cee6fb22cc3d7771@192.168.11.100:5432/dbis_core"
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```
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---
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## ✅ What the Script Does
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1. **Generates Prisma Client** - Updates client with ChartOfAccount model
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2. **Creates Migration** - Creates SQL migration file for `chart_of_accounts` table
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3. **Applies Migration** - Runs the migration against your database
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4. **Initializes Accounts** - Creates 50+ standard accounts with USGAAP/IFRS classifications
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---
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## 📊 Expected Output
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After successful run, you should see:
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```
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==========================================
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Chart of Accounts Migration & Setup
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==========================================
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Step 1: Generating Prisma client...
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✔ Generated Prisma Client
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Step 2: Creating migration...
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✔ Migration created and applied
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Step 3: Initializing Chart of Accounts...
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Initializing Chart of Accounts...
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✅ Chart of Accounts initialized successfully!
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✅ Total accounts created: 50+
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📊 Account Summary:
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Assets: 15+
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Liabilities: 8+
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Equity: 6+
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Revenue: 5+
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Expenses: 8+
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==========================================
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✅ Chart of Accounts setup complete!
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==========================================
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```
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---
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## 🔍 Verification
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After migration, verify accounts were created:
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```bash
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# Via Prisma Studio (GUI)
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npx prisma studio
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# Via SQL
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psql $DATABASE_URL -c "SELECT COUNT(*) FROM chart_of_accounts;"
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psql $DATABASE_URL -c "SELECT account_code, account_name, category FROM chart_of_accounts WHERE level = 1 ORDER BY account_code;"
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```
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---
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## ⚠️ Important Notes
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1. **Database Must Exist**: Ensure the database exists before running migration
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2. **Connection Required**: You need network access to the database
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3. **Permissions**: Database user needs CREATE TABLE and INSERT permissions
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4. **Backup**: Consider backing up database before migration (if production)
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---
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## 🐛 Troubleshooting
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### "DATABASE_URL not found"
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- Set `export DATABASE_URL="..."` or create `.env` file
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### "Migration already exists"
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- If partially applied: `npx prisma migrate resolve --applied add_chart_of_accounts`
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- Or reset (⚠️ deletes data): `npx prisma migrate reset`
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### "Cannot connect to database"
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- Check database is running
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- Verify connection string is correct
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- Check network/firewall settings
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---
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**Ready to run!** Just provide the `DATABASE_URL` and execute the script.
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