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Brought all notes to a top level directory, and got rid of the VSS database sql file. It has moved to its own repository: /svn/vss

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git-svn-id: file:///svn-source/pmgr/branches/v0.2_work@967 97e9348a-65ac-dc4b-aefc-98561f571b83
This commit is contained in:
abijah
2010-03-12 04:24:38 +00:00
parent 48631cffee
commit f49a23b2fd
5 changed files with 0 additions and 873 deletions
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3
build.cmd
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@echo off
mysql --user=pmgr --password=pmgruser < %~dp0\db\property_manager.sql
echo Done!

1
db/property_manager.sql
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Please see previous revisions on /tags/v0.1.0

578
db/scratch.sql
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-- Delete bad transaction(s)
DELETE M
FROM
pmgr_ledger_entries LE,
pmgr_tenders M
WHERE
M.ledger_entry_id = LE.id AND
LE.transaction_id
IN (467);
DELETE LE
FROM
pmgr_ledger_entries LE
WHERE
LE.transaction_id
IN (467);
DELETE SE
FROM
pmgr_statement_entries SE
WHERE
SE.transaction_id
IN (467);
DELETE T
FROM
pmgr_transactions T
WHERE
T.id
IN (467);
-- Delete bad transaction, one variable setting
SET @tid = 467;
DELETE M FROM pmgr_ledger_entries LE, pmgr_tenders M
WHERE M.ledger_entry_id = LE.id AND LE.transaction_id = @tid;
DELETE LE FROM pmgr_ledger_entries LE
WHERE LE.transaction_id = @tid;
DELETE SE FROM pmgr_statement_entries SE
WHERE SE.transaction_id = @tid;
DELETE T FROM pmgr_transactions T
WHERE T.id = @tid;
-- Delete all but one customer
SET @cid = 6;
-- DELETE T FROM pmgr_transactions T
-- LEFT JOIN pmgr_customers C ON C.id = T.customer_id
-- WHERE C.id IS NOT NULL AND C.id <> @cid;
DELETE C FROM pmgr_customers C
WHERE C.id <> @cid;
DELETE L FROM pmgr_leases L
LEFT JOIN pmgr_customers C ON C.id = L.customer_id
WHERE C.id IS NULL;
DELETE T FROM pmgr_transactions T
LEFT JOIN pmgr_customers C ON C.id = T.customer_id
WHERE C.id IS NULL;
DELETE SE FROM pmgr_statement_entries SE
LEFT JOIN pmgr_customers C ON C.id = SE.customer_id
WHERE C.id IS NULL;
DELETE LE FROM pmgr_ledger_entries LE
LEFT JOIN pmgr_transactions T ON T.id = LE.transaction_id
WHERE T.id IS NULL;
DELETE M FROM pmgr_tenders M
LEFT JOIN pmgr_ledger_entries LE ON M.ledger_entry_id = LE.id
WHERE LE.id IS NULL;
DELETE DE FROM pmgr_double_entries DE
LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.debit_entry_id
WHERE LE.id IS NULL;
DELETE DE FROM pmgr_double_entries DE
LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.credit_entry_id
WHERE LE.id IS NULL;
UPDATE pmgr_ledger_entries LE, pmgr_ledgers L, pmgr_accounts A
SET LE.ledger_id = L.id
WHERE A.id = LE.account_id AND L.account_id = A.id AND L.sequence = 1;
DELETE FROM pmgr_ledgers WHERE sequence > 1;
UPDATE pmgr_ledgers SET prior_ledger_id = NULL, close_transaction_id = NULL;
-- Delete a ledger entry, associated double entry, and matching ledger_entry
SET @leid = 1365;
DELETE FROM pmgr_ledger_entries WHERE id = @leid;
DELETE DE FROM pmgr_double_entries DE
LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.debit_entry_id
WHERE LE.id IS NULL;
DELETE DE FROM pmgr_double_entries DE
LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.credit_entry_id
WHERE LE.id IS NULL;
DELETE LE FROM pmgr_ledger_entries LE
LEFT JOIN pmgr_double_entries DE
ON DE.credit_entry_id = LE.id OR DE.debit_entry_id = LE.id
WHERE DE.id IS NULL;
-- Add and update every Tender.ledger_entry_id (for rolling up old databases)
-- Takes a while to complete (~30s at time of writing)
ALTER TABLE `pmgr_tenders`
ADD `deposit_ledger_entry_id` INT UNSIGNED DEFAULT NULL
AFTER `nsf_ledger_entry_id`;
UPDATE
pmgr_tenders Tnd
JOIN pmgr_tender_types TndT ON TndT.id = Tnd.tender_type_id
JOIN pmgr_transactions T ON T.id = Tnd.deposit_transaction_id
JOIN pmgr_ledger_entries LE ON LE.transaction_id = T.id AND LE.account_id = TndT.account_id
JOIN pmgr_double_entries DE ON DE.debit_entry_id = LE.id OR DE.credit_entry_id = LE.id
JOIN pmgr_ledger_entries LEd ON (DE.debit_entry_id = LEd.id OR DE.credit_entry_id = LEd.id)
AND LEd.id <> LE.id
SET Tnd.deposit_ledger_entry_id = LEd.id;
-- Add auto_deposit and deposit_account_id to tenders
ALTER TABLE `pmgr_tender_types`
ADD `auto_deposit` TINYINT(1) UNSIGNED DEFAULT '0' NOT NULL
AFTER `tillable`;
ALTER TABLE `pmgr_tender_types`
ADD `deposit_account_id` INTEGER(10) UNSIGNED DEFAULT NULL
AFTER `account_id`;
-- Determine economic conditions
SELECT `status`, COUNT(id), SUM(rent) FROM pmgr_units
GROUP BY `status` WITH ROLLUP;
-- Check that transaction totals add up correctly
SELECT T.id, T.type, T.amount,
-- T.type, A.type, E.crdr,
SUM(IF(E.account_id = T.account_id,
IF(A.type IN ('ASSET','EXPENSE') XOR E.crdr='DEBIT',-1,1),0)
*E.amount) AS Tamt,
SUM(IF(E.account_id = T.account_id,
0,IF(A.type IN ('ASSET','EXPENSE') XOR E.crdr='DEBIT',-1,1))
*E.amount) AS Oamt,
COUNT(E.id) AS Ecnt
FROM pmgr_transactions T
-- LEFT JOIN pmgr_statement_entries E ON E.transaction_id = T.id
LEFT JOIN pmgr_ledger_entries E ON E.transaction_id = T.id
LEFT JOIN pmgr_accounts A ON A.id = T.account_id -- E.account_id
-- WHERE
-- E.account_id != T.account_id
GROUP BY T.id
HAVING
(T.type = 'INVOICE' AND Tamt <> T.amount)
OR
(T.type <> 'INVOICE' AND Oamt <> T.amount)
OR
(Tamt * -1 <> Oamt)
-- Verify that statement entries all have the correct type
SELECT SE.id, SE.type, T.id, T.type
FROM pmgr_statement_entries SE
LEFT JOIN pmgr_transactions T ON T.id = SE.transaction_id
WHERE
((T.type = 'RECEIPT' OR T.type = 'CREDIT_NOTE') AND
SE.type NOT IN ('DISBURSEMENT', 'WAIVER', 'REVERSAL', 'WRITEOFF', 'SURPLUS')
)
OR
((T.type = 'INVOICE' OR T.type = 'PAYMENT') AND
SE.type NOT IN ('CHARGE', 'PAYMENT', 'REFUND')
)
-- catch other types not considered in this query
OR T.type NOT IN ('RECEIPT', 'CREDIT_NOTE', 'INVOICE', 'PAYMENT')
-- #################################################################
-- #################################################################
-- #################################################################
-- #################################################################
-- #################################################################
-- #################################################################
-- #################################################################
-- #################################################################
-- #################################################################
-- ## USER / GROUP
INSERT INTO pmgr_groups (`code`, `name`, `rank`)
VALUES('Owner', 'Owner Group', 25);
SET @o_gid = LAST_INSERT_ID();
INSERT INTO pmgr_groups (`code`, `name`, `rank`)
VALUES('Admin', 'Admin Group', 50);
SET @a_gid = LAST_INSERT_ID();
INSERT INTO pmgr_groups (`code`, `name`, `rank`)
VALUES('Manager', 'Manager Group', 75);
SET @m_gid = LAST_INSERT_ID();
INSERT INTO pmgr_groups (`code`, `name`)
VALUES('Temp', 'Temporary Help');
SET @t_gid = LAST_INSERT_ID();
INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
VALUES('AP', 'abijah', 0);
SET @a_uid = LAST_INSERT_ID();
INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
VALUES('SK', 'shirley', 0);
SET @s_uid = LAST_INSERT_ID();
INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
VALUES('DE', 'dan', 0);
SET @d_uid = LAST_INSERT_ID();
INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
VALUES('KD', 'kevin', 0);
SET @k_uid = LAST_INSERT_ID();
INSERT INTO pmgr_sites (`code`, `name`)
VALUES('VSS', 'Valley Storage');
SET @v_sid = LAST_INSERT_ID();
INSERT INTO pmgr_sites (`code`, `name`)
VALUES('FAKE', 'Fake Site');
SET @f_sid = LAST_INSERT_ID();
-- Site Membership
INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
VALUES(@v_sid, @a_uid, @o_gid);
INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
VALUES(@v_sid, @a_uid, @a_gid);
INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
VALUES(@v_sid, @a_uid, @m_gid);
INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
VALUES(@v_sid, @s_uid, @m_gid);
INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
VALUES(@v_sid, @d_uid, @t_gid);
INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
VALUES(@f_sid, @s_uid, @a_gid);
INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
VALUES(@f_sid, @s_uid, @m_gid);
INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
VALUES(@f_sid, @k_uid, @o_gid);
INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
VALUES(@f_sid, @d_uid, @t_gid);
-- Options
INSERT INTO pmgr_options (`name`) VALUES ('theme');
SET @t_oid = LAST_INSERT_ID();
INSERT INTO pmgr_options (`name`) VALUES ('menu');
SET @m_oid = LAST_INSERT_ID();
-- Default Option Values
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'blue');
INSERT INTO pmgr_default_options (`option_value_id`) VALUES(LAST_INSERT_ID());
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'basic');
INSERT INTO pmgr_default_options (`option_value_id`) VALUES(LAST_INSERT_ID());
-- Group options
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'gold');
INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
VALUES(@o_gid, LAST_INSERT_ID());
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'silver');
INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
VALUES(@a_gid, LAST_INSERT_ID());
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'red');
INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
VALUES(@m_gid, LAST_INSERT_ID());
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'advanced');
INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
VALUES(@o_gid, LAST_INSERT_ID());
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'advanced');
INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
VALUES(@a_gid, LAST_INSERT_ID());
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'restricted');
INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
VALUES(@t_gid, LAST_INSERT_ID());
-- User Options
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'special');
INSERT INTO pmgr_user_options (`user_id`, `option_value_id`)
VALUES(@s_uid, LAST_INSERT_ID());
-- Site Options
INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'site-theme');
INSERT INTO pmgr_site_options (`site_id`, `option_value_id`)
VALUES(@f_sid, LAST_INSERT_ID());
-- SELECT U.id, P.name, MAX(P.access)
-- FROM pmgr_users U
-- LEFT JOIN pmgr_site_membership M ON M.user_id = U.id
-- LEFT JOIN pmgr_groups G ON G.id = M.group_id
-- LEFT JOIN pmgr_group_permissions P ON P.group_id = G.id
-- GROUP BY U.id, P.name
-- User access to site
SELECT U.id, U.login, COUNT(G.id) AS 'groups', MIN(G.rank) AS highest_rank
FROM pmgr_users U
JOIN pmgr_site_memberships M ON M.user_id = U.id
JOIN pmgr_sites S ON S.id = M.site_id
JOIN pmgr_groups G ON G.id = M.group_id
WHERE S.code = 'VSS'
GROUP BY U.id
-- User Options
SELECT O.id, O.name, O.default,
GROUP_CONCAT(Uopt.value) AS 'value', COUNT(U.id) AS 'count'
FROM pmgr_options O
LEFT JOIN pmgr_user_options Uopt ON Uopt.option_id = O.id
LEFT JOIN pmgr_users U ON U.id = Uopt.user_id
WHERE U.id = 1
GROUP BY O.id
-- Group Options
SELECT O.id, O.name, O.default,
GROUP_CONCAT(Gopt.value) AS 'value', COUNT(G.id) AS 'count'
FROM pmgr_options O
LEFT JOIN pmgr_group_options Gopt ON Gopt.option_id = O.id
LEFT JOIN pmgr_groups G ON G.id = Gopt.group_id
WHERE G.id = 1
GROUP BY O.id
-- Site Options
SELECT O.id, O.name, O.default,
GROUP_CONCAT(Sopt.value) AS 'value', COUNT(S.id) AS 'count'
FROM pmgr_options O
LEFT JOIN pmgr_site_options Sopt ON Sopt.option_id = O.id
LEFT JOIN pmgr_sites S ON S.id = Sopt.site_id
WHERE S.id = 1
GROUP BY O.id
-- Option value for member & site
SELECT O.id, O.name, O.default,
S.id AS site_id, Sopt.value,
G.id AS group_id, Gopt.value,
U.id AS user_id, Uopt.value
FROM pmgr_options O
LEFT JOIN pmgr_site_options Sopt ON Sopt.option_id = O.id
LEFT JOIN pmgr_sites S ON S.id = Sopt.site_id
LEFT JOIN pmgr_group_options Gopt ON Gopt.option_id = O.id
LEFT JOIN pmgr_groups G ON G.id = Gopt.group_id
LEFT JOIN pmgr_user_options Uopt ON Uopt.option_id = O.id
LEFT JOIN pmgr_users U ON U.id = Uopt.user_id
WHERE O.name = 'theme'
--GROUP BY O.id
-- Option value for member & site
-- 1) User
SET @sid = 1;
SET @uid = 1;
SET @oid = 1;
SELECT O.name, U.id, Uopt.value
FROM pmgr_options O
JOIN pmgr_user_options Uopt ON Uopt.option_id = O.id
JOIN pmgr_users U ON U.id = Uopt.user_id
-- JOIN pmgr_site_memberships M ON M.user_id = U.id
-- JOIN pmgr_groups G ON G.id = M.group_id
-- JOIN pmgr_sites S ON S.id = M.site_id
WHERE -- S.id = @sid AND
U.id = @uid AND O.id = @oid
;
-- 2) Group
SELECT O.name, G.rank, G.id, Gopt.value
FROM pmgr_options O
JOIN pmgr_group_options Gopt ON Gopt.option_id = O.id
JOIN pmgr_groups G ON G.id = Gopt.group_id
JOIN pmgr_site_memberships M ON M.group_id = G.id
JOIN pmgr_users U ON U.id = M.user_id
JOIN pmgr_sites S ON S.id = M.site_id
WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
ORDER BY G.rank
;
-- 3) Site
SELECT O.name, S.id, Sopt.value
FROM pmgr_options O
JOIN pmgr_site_options Sopt ON Sopt.option_id = O.id
JOIN pmgr_sites S ON S.id = Sopt.site_id
-- JOIN pmgr_site_memberships M ON M.site_id = S.id
-- JOIN pmgr_groups G ON G.id = M.group_id
-- JOIN pmgr_users U ON U.id = M.user_id
WHERE S.id = @sid
-- AND U.id = @uid
AND O.id = @oid
;
-- 3) Default
SELECT O.name, O.default AS 'value'
FROM pmgr_options O
WHERE O.id = @oid
;
-- User Permissions
-- Group Permissions
-- All option values, in order
SELECT O.name, V.value,
U.id AS uid, G.id AS gid, S.id as sid,
Dopt.id AS did, G.rank
FROM pmgr_option_values V
JOIN pmgr_options O ON O.id = V.option_id
LEFT JOIN pmgr_user_options Uopt ON Uopt.option_value_id = V.id
LEFT JOIN pmgr_group_options Gopt ON Gopt.option_value_id = V.id
LEFT JOIN pmgr_site_options Sopt ON Sopt.option_value_id = V.id
LEFT JOIN pmgr_default_options Dopt ON Dopt.option_value_id = V.id
LEFT JOIN pmgr_groups G ON G.id = Gopt.group_id
LEFT JOIN pmgr_users U ON U.id = Uopt.user_id
LEFT JOIN pmgr_sites S ON S.id = Sopt.site_id
WHERE O.id = @oid
ORDER BY IF(U.id IS NOT NULL, 1,
IF (G.id IS NOT NULL, 2,
IF (S.id IS NOT NULL, 3, 4))) ASC,
IF (G.id IS NOT NULL, G.rank, 0) ASC
-- Option values relevant to the user and site, in order
SELECT O.name, V.value,
U.id AS uid, G.id AS gid, S.id as sid,
Dopt.id AS did, G.rank
FROM pmgr_option_values V
JOIN pmgr_options O ON O.id = V.option_id
LEFT JOIN pmgr_user_options Uopt ON Uopt.option_value_id = V.id
LEFT JOIN pmgr_group_options Gopt ON Gopt.option_value_id = V.id
LEFT JOIN pmgr_site_options Sopt ON Sopt.option_value_id = V.id
LEFT JOIN pmgr_default_options Dopt ON Dopt.option_value_id = V.id
LEFT JOIN pmgr_groups G ON G.id = Gopt.group_id
LEFT JOIN pmgr_users U ON U.id = Uopt.user_id
LEFT JOIN pmgr_sites S ON S.id = Sopt.site_id
JOIN pmgr_site_memberships M ON M.user_id = U.id AND M.site_id = S.id
WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
ORDER BY IF(U.id IS NOT NULL, 1,
IF (G.id IS NOT NULL, 2,
IF (S.id IS NOT NULL, 3, 4))) ASC,
IF (G.id IS NOT NULL, G.rank, 0) ASC
SET @sid = 1;
SET @uid = 1;
SET @oid = 1;
SELECT O.name, V.value,
U.id AS uid,
-- G.id AS gid,
S.id as sid,
Dopt.id AS did
-- G.rank
FROM pmgr_option_values V
JOIN pmgr_options O ON O.id = V.option_id
LEFT JOIN pmgr_user_options Uopt ON Uopt.option_value_id = V.id
LEFT JOIN pmgr_site_options Sopt ON Sopt.option_value_id = V.id
-- LEFT JOIN pmgr_users U ON U.id = Uopt.user_id
-- LEFT JOIN pmgr_group_options Gopt ON Gopt.option_value_id = V.id
LEFT JOIN pmgr_default_options Dopt ON Dopt.option_value_id = V.id
-- LEFT JOIN pmgr_groups G ON G.id = Gopt.group_id
LEFT JOIN pmgr_users U ON U.id = Uopt.user_id
LEFT JOIN pmgr_sites S ON S.id = Sopt.site_id
JOIN pmgr_site_memberships M ON M.user_id = U.id -- AND M.site_id = S.id
WHERE -- S.id = @sid AND U.id = @uid AND
O.id = @oid
ORDER BY IF(U.id IS NOT NULL, 1,
-- IF (G.id IS NOT NULL, 2,
IF (S.id IS NOT NULL, 3, 4)) -- ) ASC,
-- IF (G.id IS NOT NULL, G.rank, 0) ASC
-- ------------------------------------------------------------
-- ------------------------------------------------------------
-- ------------------------------------------------------------
-- Working version (without defaults)
SET @sid = 1;
SET @uid = 1;
SET @oid = 1;
SELECT O.name, O.id AS oid, V.value, V.id AS vid,
U.id AS uid,
G.id AS gid,
S.id AS sid,
-- Dopt.id AS did
G.rank
FROM pmgr_users U
JOIN pmgr_site_memberships M ON M.user_id = U.id
JOIN pmgr_sites S ON S.id = M.site_id
LEFT JOIN pmgr_groups G ON G.id = M.group_id
LEFT JOIN pmgr_user_options Uopt ON Uopt.user_id = U.id
LEFT JOIN pmgr_group_options Gopt ON Gopt.group_id = G.id
LEFT JOIN pmgr_site_options Sopt ON Sopt.site_id = S.id
LEFT JOIN pmgr_option_values V ON (V.id = Uopt.option_value_id OR
V.id = Gopt.option_value_id OR
V.id = Sopt.option_value_id)
JOIN pmgr_options O ON O.id = V.option_id
WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
ORDER BY IF(U.id IS NOT NULL, 1,
IF (G.id IS NOT NULL, 2,
IF (S.id IS NOT NULL, 3, 4))) ASC,
IF (G.id IS NOT NULL, G.rank, 0) ASC
;
SET @sid = 1;
SET @uid = 1;
SET @oid = 1;
SELECT O.name, O.id AS oid, V.value, V.id AS vid,
U.id AS uid,
G.id AS gid,
S.id AS sid,
-- Dopt.id AS did
G.rank
FROM pmgr_options O
LEFT JOIN pmgr_option_values V ON V.option_id = O.id
-- Now have the option and all possible values
LEFT JOIN pmgr_user_options Uopt ON Uopt.option_value_id = V.id
LEFT JOIN pmgr_group_options Gopt ON Gopt.option_value_id = V.id
LEFT JOIN pmgr_site_options Sopt ON Sopt.option_value_id = V.id
-- Now have the user/group/site that each value applies to
LEFT JOIN pmgr_users U U ON Uopt.user_id = U.id OR Uopt.user_id IS NULL
-- Now restricted to our user
JOIN pmgr_site_memberships M ON M.user_id = U.id
JOIN pmgr_sites S ON S.id = M.site_id
ON O.id = V.option_id
LEFT JOIN pmgr_groups G ON G.id = M.group_id
LEFT JOIN pmgr_option_values V ON (V.id = Uopt.option_value_id OR
V.id = Gopt.option_value_id OR
V.id = Sopt.option_value_id)
JOIN
WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
ORDER BY IF(U.id IS NOT NULL, 1,
IF (G.id IS NOT NULL, 2,
IF (S.id IS NOT NULL, 3, 4))) ASC,
IF (G.id IS NOT NULL, G.rank, 0) ASC
;
SET @sid = 1;
SET @uid = 1;
SET @oid = 1;
SELECT O.name, O.id AS oid, V.value, V.id AS vid,
U.id AS uid,
G.id AS gid,
S.id AS sid,
-- Dopt.id AS did
G.rank
FROM pmgr_options O LEFT JOIN pmgr_option_values V ON V.option_id = O.id,
pmgr_users U
JOIN pmgr_site_memberships M ON M.user_id = U.id
JOIN pmgr_sites S ON S.id = M.site_id
LEFT JOIN pmgr_groups G ON G.id = M.group_id
LEFT JOIN pmgr_user_options Uopt ON Uopt.user_id = U.id
LEFT JOIN pmgr_group_options Gopt ON Gopt.group_id = G.id
LEFT JOIN pmgr_site_options Sopt ON Sopt.site_id = S.id,
WHERE S.id = @sid AND U.id = @uid AND O.id = @oid
AND (V.id = Uopt.option_value_id OR
V.id = Gopt.option_value_id OR
V.id = Sopt.option_value_id)
ORDER BY IF(U.id IS NOT NULL, 1,
IF (G.id IS NOT NULL, 2,
IF (S.id IS NOT NULL, 3, 4))) ASC,
IF (G.id IS NOT NULL, G.rank, 0) ASC
;

68
requirements.txt
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@@ -1,68 +0,0 @@
N - GATE
N - ACH / CREDIT CARD PROCESSING
Y - CREDIT CARD ENTRY
Y - ACH ENTRY
P - INVENTORY TRACKING / POS
Y - UNIT TYPES
Y - UNIT SIZES
Y - UNITS
Y - MOVE IN / OUT
Y - UNIT TRANSFERS
Y - LEASE TRACKING (PDF Generation)
Y - LETTERS (PDF Generation)
Y - REMINDERS
Y - MULTIPLE LATE RENT SCHEDULES (Tenant A vs Tenant B)
Y - ACCOUNTING (assign charges to accounts)
Y - DETAILED REPORTING (HTML & PDF)
Y - SITE MAP; HOT CLICKABLE
P - PROSPECTIVE TENANTS
Y - MARKETING
P - RESERVATIONS
P - MOVE OUT NOTICES
P - MULTI-SITE (One database, multiple sites)
Y - GENERATE GEOGRAPHIC MAP OF CUSTOMERS USING GOOGLE!
- Major advantage here... MapPoint only choice with competitors
Y - WEB BASED
Y - CUSTOMER VIEW / MANAGER VIEW
Y - CUSTOMERS CAN CREATE ACCOUNTS, VIEW HISTORY
Y - CUSTOMERS CAN SIGN UP FOR AUTO PAY
----------------------------------------------------------------------
----------------------------------------------------------------------
Operations to be functional
'X' marks functionality sufficiently completed
X - Create Customer ID/Account
X - Add Contact information to Customer
X - Move Customer into Unit
X - Enter Rent Concessions given
X - Asses Rent Charges
X - Asses Late Charges
X - Asses Security Deposits
X - Receive and record Checks
X - Receive and record Money Orders
X - Receive and record Cash
X - Receive and record ACH Deposits
X - Reverse rent charges (early moveout on prepaid occupancy)
X - Handle NSF checks
X - Assess NSF Fees
X - Determine Lease Paid-Through status
X - Report: List of customers overdue
X - Flag unit as overlocked
X - Flag unit as evicting
X - Flag unit as normal status
X - Flag unit as dirty
- Enter notes when communicating with Customer
X - Accept pre-payments
X - Record Customer Move-Out from Unit
X - Record utilization of Security Deposit
X - Record issuing of a refund
- Record Deposit into Petty Cash
- Record Payment from Petty Cash to expenses
X - Record Petty Cash to refund.
X - Write Off Bad Debt
X - Perform a Deposit
X - Close the Books (nightly / weekly, etc)
X - Determine Rents Collected for a given period.

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Reversing a rent charge is not considered as part of the
"charged-through" date on the lease. Consequently, the
reversal itself ensures the charge is fully "paid", and
the "paid-through" date is also out of whack.
Add NSF Fee to the NSF entry page (It's hardcoded right now
in Transaction to $35).
NSF of an item with customer credit is broken.
Sub-Total is broken, since it will only subtotal the current
page of the grid. It needs to be implemented in SQL as it
was in early (VERY early) implementations. At that time, I
had to a use temporary variable to keep a running total. It
worked, but was MySQL specific.
Add a move-out charges field to the move-out page.
Otherwise, if the balance is zero, the lease will automatically
be closed and no more charges are possible. The other option
would just be a checkbox to say "close lease (no more charges)",
or let them clear it and have them close the lease manually.
Allow waiving a complete charge, even if it already has payments
applied (at the moment, we just can waive the charge balance).
Get Petty Cash working. We'll need to add one or more expense
accounts. We'll also need to implement purchase order
functionality, or at least simple an expense page.
Have a report indicating Needs-to-be-Locked. Allow manager
to go through this list and check off the units actually
locked (which will update the unit status).
Same as above, except needs-to-be-unlocked.
Make the default (initial) jqGrid sort order for balance be DESC.
Change menu to be
'Reports' (or 'Overview', or 'Summary')
'Activities'
- New Receipt
- New Customer
- Move-in
Add dynamic check to see if customer already exists before being
created. Ideally, check +/- a few characters to check for
alternate spellings. Same for contact.
Reduce the number of cached items. Figure out how to get Cake to
automatically make CONCAT(TenderType.name, ' #', Tender.id) part
of each returned query.
Add the opposite of the "collected" report, which provides a set of
checkboxes for the different incomes, and returns a list of where
the received monies were disbursed for the selected period.
MUST reports:
- Delinquent customers
- Locked out units / customers
- To-Lock units
- Paid up until
WANT reports:
- ???
----------------------------------------------------------------------
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-- DONE !
VERIFY THAT OUR NEW BALANCE QUERY WORKS.
(The one that was added to lease). It works for
folks that have ledger entries, but I fear that the
inner join will prevent customers from showing up
in the list if they don't yet have any ledger entries
in account receivable. To resolve this we'll have to
go back to LEFT JOIN and check for NULL in our SUM()
statement.
Fix sorting on Lease list by Lease Number. Have it
reference ID instead.
Figure out why Brenda Harmon's lease #44, unit #B04, lists
the security deposit as $150. She's only paid $25, so it must
be a lease issue.
Modify LedgerEntry to have through_date, since a single
invoice could have charges for several months rent. It's
not clear whether due_date should also be moved to
LedgerEntry, since some charges could have different due
dates. The problem is that I can't picture an invoice
having more than one due date.
Consider adding a from_date to LedgerEntry as well.
Fix Customers index list. To replicate, add a brand
new customer. Select Customers. Notice it says
'Current Customers', but actually includes the new
one in the list.
There seems to be a problem with the account ledger for the
customer. To replicate, see Mancini's account (#47). There
are 4 entries in the Account ledger. One of them is was from
5/1/09. It's a receipt (Transaction #610, Entry #702). The
Transaction is for $111.33 as indicated, but the entry is only
for $16.33.
-- This was a problem with using notxgroup, the experimental
-- field that used to be hardcoded to false in ledger_entries.ctp
-- My rework eliminated that field, and everything was getting
-- grouped by transaction.
Figure out how to utilize the security deposit, whether
as part of move-out only, or as one of the payment options.
Having a grid of ledger entries grouped by transaction appears
to work, from the financial aspect, but the count of entries
is incorrect. The problem is the grouping only occurs after
the count, which it has to in order for the count to work. We
need to obliterate the group_by_tx parameter, and simply use
the transanction controller to generate the grid instead of
ledger_entries.
Handle a credit, ensuring that it's applied to new charges
- either automatically;
- by user opt-in to use credits when invoicing
- by user opt-in when entering a receipt
- by manually allowing a receipt of credits
Reconcile all entries of a ledger to the c/f entry when
"closing" the ledger and creating a new one.
Determine when each unit is paid up until. There is actually
two things here: invoiced up until, and paid up until. One or
both of these should be displayed on the Lease view page.
20090729: New Ledger doesn't seem to give a balance forward entry.
Sorting by Customer ID is broken. It must think it's already
sorted by ID because the first click shows the arrow as
DESC even though the sort is ASC. Subsequent clicks don't
change anything. You must sort on a different column first
then everything works.
- Not actually fixed in the app, although it's solved by
using jqGrid 3.5
Seems like security deposit is suddenly broken. I believe
the customer/lease infobox used to report only PAID
security deposits, but it now seems like it's reporting ALL
security deposits charged.
Customer Selection on the Receipt Page is broken.
(Selecting a row and waiting for the update).
Automatic assessment of rents, or at least for now, one
click manual mechanism to assess rents correctly for all
tenants.
Automatic assessment of late fees, or at least for now, one
click manual mechanism to assess late fees correctly for all
tenants.
Fix ACH deposits into bank. Make it happen automatically,
perhaps after 3 days. Without this, we cannot NSF an ACH
transaction.
Change the menu structure to be $menu['section']['item'], so that
items don't have to be added in order of section. Perhaps even
array(array(name, priority, items => array(name, priority, link)))
Change New Customer form to have contact 'New' radio pre-checked
Add explanatory information on the New Customer page
- Customer name can be omitted and will come from primary tenant.
- Phone numbers, etc can be added later directly to the contact
Unit Size has no controller. Either remove the link from the
units grid, or implement the controller.
When performing a move-in, the receipt page is broken
when trying to enter a concession. javascript complains about
an invalid value, and the page is not submitted.
- Allegedly. I believe Shirley's browser was acting up
on her, and based on the logs, it seems that indeed
what ultimately worked just fine for a concession entry
was really the exact same page that was stuck. While
on the phone it was evident that here browser was
doing a javascript wig-out, and it wasn't related to
a slow internet connection.
Add invoice rent helpers
- monthly proration tool
- select from/to dates, and hit "prorate"
- charge through date
- enter charge through date, and the invoice
will automatically have charges for each month
from the current charge-through date to the
new charge-through date.
- charge N months
- enter number of months, and the invoice
will automatically have charges for each month
from the current charge-through date for N months
- next rent
- same as, or instead of, "charge N months", where
N is 1
Invoice
- Have some sort of rent-proration tool
- Have Rent automatically populate the Effective/Through
as well as rent (pro-rating if necessary). The dates
should take into account the customer charge through
date, as well as any other rents on the invoice.