Extra notes and scratch SQL statements added during the 0.2.0 work, but added only now.

git-svn-id: file:///svn-source/pmgr/branches/v0.3.0_work@942 97e9348a-65ac-dc4b-aefc-98561f571b83

db/scratch.sql

@@ -135,9 +135,7 @@ FROM pmgr_transactions T
  -- E.account_id != T.account_id
  GROUP BY T.id 
    HAVING
-    (T.type = 'INVOICE' AND Tamt <> T.amount) 
+    (T.amount <> IF(T.type IN ('INVOICE','TRANSFER','DEPOSIT','PAYMENT'), Tamt, Oamt))
-      OR      
-    (T.type <> 'INVOICE' AND Oamt <> T.amount)    
       OR      
     (Tamt * -1 <> Oamt)
 
@@ -576,3 +574,105 @@ ORDER BY IF(U.id IS NOT NULL, 1,
                 IF (S.id IS NOT NULL, 3, 4))) ASC,
          IF (G.id IS NOT NULL, G.rank, 0) ASC
 ;
+
+
+-- ----------------------------------------------------
+-- Income by Month
+SELECT MONTH(SE.effective_date) AS mon, YEAR(SE.effective_date) AS yr,
+       SE.account_id AS acct, ROUND(SUM(SE.amount)) AS amt
+FROM pmgr_statement_entries SE
+WHERE SE.type = 'CHARGE'
+  AND SE.effective_date >= '2009-04-01' AND SE.effective_date <= NOW()  
+GROUP BY yr, mon, acct WITH ROLLUP
+
+-- ----------------------------------------------------
+-- Rent Income by Month
+SELECT MONTH(SE.effective_date) AS mon, YEAR(SE.effective_date) AS yr,
+       ROUND(SUM(SE.amount)) AS amt
+FROM pmgr_statement_entries SE
+WHERE SE.type = 'CHARGE'
+  AND SE.effective_date >= '2009-04-01' AND SE.effective_date <= NOW()  
+  AND SE.account_id = 13
+GROUP BY yr, mon WITH ROLLUP
+
+-- ----------------------------------------------------
+-- Occupancy during given month
+SELECT COUNT(L.id) FROM pmgr_leases L
+WHERE L.movein_date < '2009-10-01'
+  AND (L.moveout_date IS NULL OR L.moveout_date > '2009-09-01')
+
+-- ----------------------------------------------------
+-- Move-ins by month
+SELECT MONTH(L.movein_date) AS mon, YEAR(L.movein_date) AS yr, COUNT(L.id)
+FROM pmgr_leases L
+WHERE L.movein_date >= '2009-04-01'
+GROUP BY yr, mon
+
+-- ----------------------------------------------------
+-- Move-outs by month
+SELECT MONTH(L.moveout_date) AS mon, YEAR(L.moveout_date) AS yr, COUNT(L.id)
+FROM pmgr_leases L
+WHERE L.moveout_date >= '2009-04-01'
+GROUP BY yr, mon
+
+-- ----------------------------------------------------
+-- Move-ins/Move-outs by month
+SELECT
+   MONTH(L.movein_date) AS mon, YEAR(L.movein_date) AS yr,
+   IF(L.movein_date AS mon, YEAR(L.movein_date) AS yr,
+FROM pmgr_leases L
+WHERE L.movein_date >= '2009-04-01'
+GROUP BY yr, mon
+
+
+-- ----------------------------------------------------
+-- Rent charged
+SELECT SUM(SE.amount)
+ FROM pmgr_statement_entries SE
+ LEFT JOIN pmgr_accounts A ON A.id = SE.account_id 
+WHERE A.name = 'Rent'
+-- AND SE.effective_date >= '2009-04-01'
+-- AND SE.effective_date < '2009-12-01'
+
+
+
+
+-- --------------------------------------------------------------
+-- Merge two customers
+SELECT * FROM pmgr_statement_entries WHERE customer_id = 65
+;
+UPDATE pmgr_leases SET customer_id=21 WHERE customer_id=65;
+UPDATE pmgr_reservations SET customer_id=21 WHERE customer_id=65;
+UPDATE pmgr_statement_entries SET customer_id=21 WHERE customer_id=65;
+UPDATE pmgr_tenders SET customer_id=21 WHERE customer_id=65;
+UPDATE pmgr_transactions SET customer_id=21 WHERE customer_id=65;
+-- Make sure to update customer info afterwards
+
+
+-- --------------------------------------------------------------
+-- Determine income from a customer
+SELECT NT.name AS 'type', SUM(LE.amount) AS 'total'
+ FROM pmgr_tenders N 
+   LEFT JOIN pmgr_tender_types NT ON NT.id = N.tender_type_id   
+   LEFT JOIN pmgr_ledger_entries LE ON LE.id = N.ledger_entry_id   
+   LEFT JOIN pmgr_customers C ON C.id = N.customer_id
+ WHERE
+   N.customer_id = 49
+   AND N.nsf_ledger_entry_id IS NULL
+   AND (NT.tillable OR NT.auto_deposit)  
+ GROUP BY NT.name WITH ROLLUP
+
+
+-- --------------------------------------------------------------
+-- Determine rent charges by month
+SELECT MONTH(SE.effective_date) AS 'mon',
+       YEAR(SE.effective_date) AS 'yr',       
+       DATE_FORMAT(SE.effective_date, "%m/1/%Y") AS 'date',
+       SUM(SE.amount) AS 'total'
+ FROM pmgr_accounts A
+ LEFT JOIN pmgr_statement_entries SE ON SE.account_id = A.id
+WHERE
+ A.name = 'Rent' 
+ AND SE.effective_date < NOW()
+GROUP BY yr, mon -- WITH ROLLUP
+

todo.notes

@@ -1,3 +1,14 @@
+Change the summary text "Balance Owed" to "Customer Credit"
+or something similar when there is a negative balance owed.
+
+Shrink the width of the detail view box so that the detail
+and summary both fit on the same page on the Acer Netbook.
+
+Remove Date from Ledger Entries on the Transaction page
+(presuming that the Date is taken directly from the
+Transaction and that all Ledger dates are all the same)
+
+Add Deposit Slip # to the title bar when viewing deposit
 
 Reversing a rent charge is not considered as part of the
 "charged-through" date on the lease.  Consequently, the