Compare commits
7 Commits
v0.2.0_wor
...
v0.2_work
| Author | SHA1 | Date | |
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2b2ebc55c0 | ||
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f49a23b2fd | ||
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48631cffee | ||
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0a594bb5a9 | ||
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b3d43d754b | ||
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a47d5d54b4 | ||
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8f5c3031fc |
@@ -1,3 +0,0 @@
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@echo off
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mysql --user=pmgr --password=pmgruser < %~dp0\db\property_manager.sql
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echo Done!
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File diff suppressed because it is too large
Load Diff
578
db/scratch.sql
578
db/scratch.sql
@@ -1,578 +0,0 @@
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-- Delete bad transaction(s)
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DELETE M
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FROM
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pmgr_ledger_entries LE,
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pmgr_tenders M
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WHERE
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M.ledger_entry_id = LE.id AND
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LE.transaction_id
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IN (467);
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DELETE LE
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FROM
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pmgr_ledger_entries LE
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WHERE
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LE.transaction_id
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IN (467);
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DELETE SE
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FROM
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pmgr_statement_entries SE
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WHERE
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SE.transaction_id
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IN (467);
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DELETE T
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FROM
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pmgr_transactions T
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WHERE
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T.id
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IN (467);
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-- Delete bad transaction, one variable setting
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SET @tid = 467;
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DELETE M FROM pmgr_ledger_entries LE, pmgr_tenders M
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WHERE M.ledger_entry_id = LE.id AND LE.transaction_id = @tid;
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DELETE LE FROM pmgr_ledger_entries LE
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WHERE LE.transaction_id = @tid;
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DELETE SE FROM pmgr_statement_entries SE
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WHERE SE.transaction_id = @tid;
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DELETE T FROM pmgr_transactions T
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WHERE T.id = @tid;
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-- Delete all but one customer
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SET @cid = 6;
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-- DELETE T FROM pmgr_transactions T
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-- LEFT JOIN pmgr_customers C ON C.id = T.customer_id
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-- WHERE C.id IS NOT NULL AND C.id <> @cid;
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DELETE C FROM pmgr_customers C
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WHERE C.id <> @cid;
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DELETE L FROM pmgr_leases L
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LEFT JOIN pmgr_customers C ON C.id = L.customer_id
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WHERE C.id IS NULL;
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DELETE T FROM pmgr_transactions T
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LEFT JOIN pmgr_customers C ON C.id = T.customer_id
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WHERE C.id IS NULL;
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DELETE SE FROM pmgr_statement_entries SE
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LEFT JOIN pmgr_customers C ON C.id = SE.customer_id
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WHERE C.id IS NULL;
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DELETE LE FROM pmgr_ledger_entries LE
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LEFT JOIN pmgr_transactions T ON T.id = LE.transaction_id
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WHERE T.id IS NULL;
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DELETE M FROM pmgr_tenders M
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LEFT JOIN pmgr_ledger_entries LE ON M.ledger_entry_id = LE.id
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WHERE LE.id IS NULL;
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DELETE DE FROM pmgr_double_entries DE
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LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.debit_entry_id
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WHERE LE.id IS NULL;
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DELETE DE FROM pmgr_double_entries DE
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LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.credit_entry_id
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WHERE LE.id IS NULL;
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UPDATE pmgr_ledger_entries LE, pmgr_ledgers L, pmgr_accounts A
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SET LE.ledger_id = L.id
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WHERE A.id = LE.account_id AND L.account_id = A.id AND L.sequence = 1;
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DELETE FROM pmgr_ledgers WHERE sequence > 1;
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UPDATE pmgr_ledgers SET prior_ledger_id = NULL, close_transaction_id = NULL;
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-- Delete a ledger entry, associated double entry, and matching ledger_entry
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SET @leid = 1365;
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DELETE FROM pmgr_ledger_entries WHERE id = @leid;
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DELETE DE FROM pmgr_double_entries DE
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LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.debit_entry_id
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WHERE LE.id IS NULL;
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DELETE DE FROM pmgr_double_entries DE
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LEFT JOIN pmgr_ledger_entries LE ON LE.id = DE.credit_entry_id
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WHERE LE.id IS NULL;
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DELETE LE FROM pmgr_ledger_entries LE
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LEFT JOIN pmgr_double_entries DE
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ON DE.credit_entry_id = LE.id OR DE.debit_entry_id = LE.id
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WHERE DE.id IS NULL;
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-- Add and update every Tender.ledger_entry_id (for rolling up old databases)
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-- Takes a while to complete (~30s at time of writing)
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ALTER TABLE `pmgr_tenders`
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ADD `deposit_ledger_entry_id` INT UNSIGNED DEFAULT NULL
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AFTER `nsf_ledger_entry_id`;
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UPDATE
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pmgr_tenders Tnd
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JOIN pmgr_tender_types TndT ON TndT.id = Tnd.tender_type_id
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JOIN pmgr_transactions T ON T.id = Tnd.deposit_transaction_id
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JOIN pmgr_ledger_entries LE ON LE.transaction_id = T.id AND LE.account_id = TndT.account_id
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JOIN pmgr_double_entries DE ON DE.debit_entry_id = LE.id OR DE.credit_entry_id = LE.id
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JOIN pmgr_ledger_entries LEd ON (DE.debit_entry_id = LEd.id OR DE.credit_entry_id = LEd.id)
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AND LEd.id <> LE.id
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SET Tnd.deposit_ledger_entry_id = LEd.id;
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-- Add auto_deposit and deposit_account_id to tenders
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ALTER TABLE `pmgr_tender_types`
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ADD `auto_deposit` TINYINT(1) UNSIGNED DEFAULT '0' NOT NULL
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AFTER `tillable`;
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ALTER TABLE `pmgr_tender_types`
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ADD `deposit_account_id` INTEGER(10) UNSIGNED DEFAULT NULL
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AFTER `account_id`;
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-- Determine economic conditions
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SELECT `status`, COUNT(id), SUM(rent) FROM pmgr_units
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GROUP BY `status` WITH ROLLUP;
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-- Check that transaction totals add up correctly
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SELECT T.id, T.type, T.amount,
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-- T.type, A.type, E.crdr,
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SUM(IF(E.account_id = T.account_id,
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IF(A.type IN ('ASSET','EXPENSE') XOR E.crdr='DEBIT',-1,1),0)
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*E.amount) AS Tamt,
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SUM(IF(E.account_id = T.account_id,
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0,IF(A.type IN ('ASSET','EXPENSE') XOR E.crdr='DEBIT',-1,1))
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*E.amount) AS Oamt,
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COUNT(E.id) AS Ecnt
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FROM pmgr_transactions T
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-- LEFT JOIN pmgr_statement_entries E ON E.transaction_id = T.id
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LEFT JOIN pmgr_ledger_entries E ON E.transaction_id = T.id
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LEFT JOIN pmgr_accounts A ON A.id = T.account_id -- E.account_id
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-- WHERE
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-- E.account_id != T.account_id
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GROUP BY T.id
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HAVING
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(T.type = 'INVOICE' AND Tamt <> T.amount)
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OR
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(T.type <> 'INVOICE' AND Oamt <> T.amount)
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OR
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(Tamt * -1 <> Oamt)
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-- Verify that statement entries all have the correct type
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SELECT SE.id, SE.type, T.id, T.type
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FROM pmgr_statement_entries SE
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LEFT JOIN pmgr_transactions T ON T.id = SE.transaction_id
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WHERE
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((T.type = 'RECEIPT' OR T.type = 'CREDIT_NOTE') AND
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SE.type NOT IN ('DISBURSEMENT', 'WAIVER', 'REVERSAL', 'WRITEOFF', 'SURPLUS')
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)
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OR
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((T.type = 'INVOICE' OR T.type = 'PAYMENT') AND
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SE.type NOT IN ('CHARGE', 'PAYMENT', 'REFUND')
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)
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-- catch other types not considered in this query
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OR T.type NOT IN ('RECEIPT', 'CREDIT_NOTE', 'INVOICE', 'PAYMENT')
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-- #################################################################
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-- #################################################################
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-- #################################################################
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-- #################################################################
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-- #################################################################
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-- #################################################################
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-- #################################################################
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-- #################################################################
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-- #################################################################
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-- ## USER / GROUP
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INSERT INTO pmgr_groups (`code`, `name`, `rank`)
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VALUES('Owner', 'Owner Group', 25);
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SET @o_gid = LAST_INSERT_ID();
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INSERT INTO pmgr_groups (`code`, `name`, `rank`)
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VALUES('Admin', 'Admin Group', 50);
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SET @a_gid = LAST_INSERT_ID();
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INSERT INTO pmgr_groups (`code`, `name`, `rank`)
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VALUES('Manager', 'Manager Group', 75);
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SET @m_gid = LAST_INSERT_ID();
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INSERT INTO pmgr_groups (`code`, `name`)
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VALUES('Temp', 'Temporary Help');
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SET @t_gid = LAST_INSERT_ID();
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INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
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VALUES('AP', 'abijah', 0);
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SET @a_uid = LAST_INSERT_ID();
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INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
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VALUES('SK', 'shirley', 0);
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SET @s_uid = LAST_INSERT_ID();
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INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
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VALUES('DE', 'dan', 0);
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SET @d_uid = LAST_INSERT_ID();
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INSERT INTO pmgr_users (`code`, `login`, `contact_id`)
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VALUES('KD', 'kevin', 0);
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SET @k_uid = LAST_INSERT_ID();
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INSERT INTO pmgr_sites (`code`, `name`)
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VALUES('VSS', 'Valley Storage');
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SET @v_sid = LAST_INSERT_ID();
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INSERT INTO pmgr_sites (`code`, `name`)
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VALUES('FAKE', 'Fake Site');
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SET @f_sid = LAST_INSERT_ID();
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-- Site Membership
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INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
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VALUES(@v_sid, @a_uid, @o_gid);
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INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
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VALUES(@v_sid, @a_uid, @a_gid);
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INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
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VALUES(@v_sid, @a_uid, @m_gid);
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INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
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VALUES(@v_sid, @s_uid, @m_gid);
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INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
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VALUES(@v_sid, @d_uid, @t_gid);
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INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
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VALUES(@f_sid, @s_uid, @a_gid);
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INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
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VALUES(@f_sid, @s_uid, @m_gid);
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INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
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VALUES(@f_sid, @k_uid, @o_gid);
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INSERT INTO pmgr_site_memberships (`site_id`, `user_id`, `group_id`)
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VALUES(@f_sid, @d_uid, @t_gid);
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-- Options
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INSERT INTO pmgr_options (`name`) VALUES ('theme');
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SET @t_oid = LAST_INSERT_ID();
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INSERT INTO pmgr_options (`name`) VALUES ('menu');
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SET @m_oid = LAST_INSERT_ID();
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-- Default Option Values
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'blue');
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INSERT INTO pmgr_default_options (`option_value_id`) VALUES(LAST_INSERT_ID());
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'basic');
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INSERT INTO pmgr_default_options (`option_value_id`) VALUES(LAST_INSERT_ID());
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-- Group options
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'gold');
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INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
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VALUES(@o_gid, LAST_INSERT_ID());
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'silver');
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INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
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VALUES(@a_gid, LAST_INSERT_ID());
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'red');
|
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INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
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VALUES(@m_gid, LAST_INSERT_ID());
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|
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'advanced');
|
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INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
|
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VALUES(@o_gid, LAST_INSERT_ID());
|
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'advanced');
|
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INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
|
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VALUES(@a_gid, LAST_INSERT_ID());
|
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'restricted');
|
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INSERT INTO pmgr_group_options (`group_id`, `option_value_id`)
|
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VALUES(@t_gid, LAST_INSERT_ID());
|
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|
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-- User Options
|
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@m_oid, 'special');
|
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INSERT INTO pmgr_user_options (`user_id`, `option_value_id`)
|
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VALUES(@s_uid, LAST_INSERT_ID());
|
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|
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-- Site Options
|
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INSERT INTO pmgr_option_values (`option_id`, `value`) VALUES (@t_oid, 'site-theme');
|
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INSERT INTO pmgr_site_options (`site_id`, `option_value_id`)
|
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VALUES(@f_sid, LAST_INSERT_ID());
|
||||
|
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|
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-- SELECT U.id, P.name, MAX(P.access)
|
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-- FROM pmgr_users U
|
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-- LEFT JOIN pmgr_site_membership M ON M.user_id = U.id
|
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-- 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
|
||||
|
||||
|
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-- User access to site
|
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SELECT U.id, U.login, COUNT(G.id) AS 'groups', MIN(G.rank) AS highest_rank
|
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FROM pmgr_users U
|
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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
|
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WHERE S.code = 'VSS'
|
||||
GROUP BY U.id
|
||||
|
||||
|
||||
-- User Options
|
||||
SELECT O.id, O.name, O.default,
|
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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,
|
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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
|
||||
;
|
||||
@@ -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.
|
||||
@@ -32,15 +32,22 @@
|
||||
*
|
||||
*/
|
||||
|
||||
function sandbox() {
|
||||
$r = Router::requestRoute();
|
||||
return !empty($r[3]['sand_route']);
|
||||
function _box($type) {
|
||||
static $box = array('type' => null, 'test' => array());
|
||||
if (!isset($box['type']) && !isset($box['test'][$type])) {
|
||||
$r = Router::requestRoute();
|
||||
/* if (!preg_match("/gridData/", $_SERVER['REQUEST_URI'])) { */
|
||||
/* print("<PRE>Route:\n");print_r($r);print("\n</PRE>\n"); */
|
||||
/* } */
|
||||
$box['test'][$type] = !empty($r[3]["${type}_route"]);
|
||||
if ($box['test'][$type])
|
||||
$box['type'] = $type;
|
||||
}
|
||||
return $box['type'] == $type;
|
||||
}
|
||||
|
||||
function devbox() {
|
||||
$r = Router::requestRoute();
|
||||
return !empty($r[3]['dev_route']);
|
||||
}
|
||||
function sandbox() { return _box('sand'); }
|
||||
function devbox() { return _box('dev'); }
|
||||
|
||||
function server_request_var($var) {
|
||||
if (preg_match("/^HTTP_ACCEPT|REMOTE_PORT/", $var))
|
||||
|
||||
@@ -43,6 +43,16 @@ Router::connect('/sand',
|
||||
array('sand_route' => true) + $default_path);
|
||||
Router::connect('/sand/:controller/:action/*',
|
||||
array('sand_route' => true, 'action' => null));
|
||||
/* Unfortunately, for some reason we need an extra route to solve
|
||||
* a bug with form generation. When $this->data is set by the
|
||||
* controller, and a URL is generated by the FormHelper, this
|
||||
* route is required to ensure the form action is correct. An
|
||||
* example of a broken page is for /customers/edit/XX. It appears
|
||||
* the page location uses the route above, it's only URL generation
|
||||
* that seems to be broken.
|
||||
*/
|
||||
Router::connect('/sand/:controller/:action/:id/*',
|
||||
array('sand_route' => true,'action' => null, 'id'=>null));
|
||||
|
||||
/*
|
||||
* Route for developement functionality
|
||||
@@ -51,5 +61,15 @@ Router::connect('/dev',
|
||||
array('dev_route' => true) + $default_path);
|
||||
Router::connect('/dev/:controller/:action/*',
|
||||
array('dev_route' => true, 'action' => null));
|
||||
/* Unfortunately, for some reason we need an extra route to solve
|
||||
* a bug with form generation. When $this->data is set by the
|
||||
* controller, and a URL is generated by the FormHelper, this
|
||||
* route is required to ensure the form action is correct. An
|
||||
* example of a broken page is for /customers/edit/XX. It appears
|
||||
* the page location uses the route above, it's only URL generation
|
||||
* that seems to be broken.
|
||||
*/
|
||||
Router::connect('/dev/:controller/:action/:id/*',
|
||||
array('dev_route' => true,'action' => null, 'id'=>null));
|
||||
|
||||
?>
|
||||
@@ -2,6 +2,12 @@
|
||||
|
||||
class CustomersController extends AppController {
|
||||
|
||||
// DEBUG FUNCTION ONLY!
|
||||
// Call without id to update ALL customers
|
||||
function force_update($id = null) {
|
||||
$this->Customer->update($id);
|
||||
$this->redirect(array('action'=>'index'));
|
||||
}
|
||||
|
||||
/**************************************************************************
|
||||
**************************************************************************
|
||||
|
||||
@@ -192,6 +192,13 @@ class Customer extends AppModel {
|
||||
}
|
||||
$id = $this->id;
|
||||
|
||||
// Appears that $this->save() "helpfully" choses to add in
|
||||
// any missing data fields, populated with default values.
|
||||
// So, after saving is complete, the fields 'lease_count',
|
||||
// 'past_lease_count', and 'current_lease_count' have all
|
||||
// been reset to zero. Gee, thanks Cake...
|
||||
$this->update($id);
|
||||
|
||||
// Remove all associated Customer Contacts, as it ensures
|
||||
// any entries deleted by the user actually get deleted
|
||||
// in the system. We'll recreate the needed ones anyway.
|
||||
|
||||
@@ -148,9 +148,11 @@ class Lease extends AppModel {
|
||||
array('class' => 'StatementEntry',
|
||||
'fields' => array(),
|
||||
'conditions' => array
|
||||
('SEx.effective_date = DATE_ADD(StatementEntry.through_date, INTERVAL 1 day)',
|
||||
'SEx.lease_id = StatementEntry.lease_id',
|
||||
('SEx.lease_id = StatementEntry.lease_id',
|
||||
'SEx.type' => 'CHARGE',
|
||||
'SEx.account_id' => $rent_account_id,
|
||||
'SEx.reverse_transaction_id IS NULL',
|
||||
'SEx.effective_date = DATE_ADD(StatementEntry.through_date, INTERVAL 1 day)',
|
||||
),
|
||||
),
|
||||
),
|
||||
|
||||
@@ -294,7 +294,7 @@ class StatementEntry extends AppModel {
|
||||
}
|
||||
|
||||
return $this->prReturn(array('entries' => $resultset,
|
||||
'summary' => $this->stats(null, $query)));
|
||||
'summary' => $this->stats(null, $query)));
|
||||
}
|
||||
|
||||
|
||||
@@ -483,14 +483,14 @@ class StatementEntry extends AppModel {
|
||||
|
||||
// Set the disbursement amount to the maximum amount
|
||||
// possible without exceeding the charge or credit balance
|
||||
$disbursement_amount = min($charge['balance'], $credit['balance']);
|
||||
$disbursement_amount = round(min($charge['balance'], $credit['balance']), 2);
|
||||
if (!isset($credit['applied']))
|
||||
$credit['applied'] = 0;
|
||||
|
||||
$credit['applied'] += $disbursement_amount;
|
||||
$credit['balance'] -= $disbursement_amount;
|
||||
$credit['applied'] = round($credit['applied'] + $disbursement_amount, 2);
|
||||
$credit['balance'] = round($credit['balance'] - $disbursement_amount, 2);
|
||||
|
||||
$this->pr(20, compact('credit'),
|
||||
$this->pr(20, compact('credit', 'disbursement_amount'),
|
||||
($credit['balance'] > 0 ? 'Utilized' : 'Exhausted') .
|
||||
(empty($credit['receipt']) ? ' Credit' : ' Receipt'));
|
||||
|
||||
@@ -555,12 +555,12 @@ class StatementEntry extends AppModel {
|
||||
}
|
||||
|
||||
// Adjust the charge balance to reflect the new disbursement
|
||||
$charge['balance'] -= $disbursement_amount;
|
||||
$charge['balance'] = round($charge['balance'] - $disbursement_amount, 2);
|
||||
$this->pr(20, compact('charge', 'disbursement_amount'),
|
||||
($charge['balance'] > 0 ? 'Unfinished' : 'Fully Paid') . ' Charge');
|
||||
|
||||
if ($charge['balance'] < 0)
|
||||
die("HOW DID WE GET A NEGATIVE CHARGE AMOUNT?");
|
||||
|
||||
if ($charge['balance'] <= 0)
|
||||
$this->pr(20, 'Fully Paid Charge');
|
||||
}
|
||||
// Break the $credit reference to avoid future problems
|
||||
unset($credit);
|
||||
|
||||
223
todo.notes
223
todo.notes
@@ -1,223 +0,0 @@
|
||||
|
||||
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:
|
||||
- ???
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
----------------------------------------------------------------------
|
||||
----------------------------------------------------------------------
|
||||
----------------------------------------------------------------------
|
||||
----------------------------------------------------------------------
|
||||
----------------------------------------------------------------------
|
||||
-- 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.
|
||||
|
||||
Reference in New Issue
Block a user