IO-2543 Schema changes for AR calculation.

hasura/metadata/functions.yaml

@@ -1,3 +1,6 @@
+- function:
+    name: jobs_ar_summary
+    schema: public
 - function:
     name: search_bills
     schema: public

hasura/metadata/tables.yaml

@@ -2673,6 +2673,9 @@
 - table:
     name: ioevents
     schema: public
+- table:
+    name: job_ar_schema
+    schema: public
 - table:
     name: job_conversations
     schema: public
@@ -3812,6 +3815,7 @@
           - referral_source
           - referral_source_extra
           - regie_number
+          - remove_from_ar
           - ro_number
           - scheduled_completion
           - scheduled_delivery
@@ -4093,6 +4097,7 @@
           - referral_source
           - referral_source_extra
           - regie_number
+          - remove_from_ar
           - ro_number
           - scheduled_completion
           - scheduled_delivery

hasura/migrations/1705693552101_run_sql_migration/down.sql

@@ -0,0 +1,33 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+-- 	RETURNS SETOF jobs
+-- 	LANGUAGE plpgsql
+-- 	STABLE
+-- 	AS $function$
+-- BEGIN
+--
+-- 		RETURN query
+-- select
+-- 	j.id,
+-- 	j.shopid,
+-- 	j.ro_number,
+-- 	j.clm_total,
+-- 	p.total_payments,
+-- 	j.clm_total - p.total_payments as balance
+-- from
+-- 	jobs j
+-- left join (
+-- 	select
+-- 		p.jobid,
+-- 		sum(p.amount) as total_payments
+-- 	from
+-- 		payments p
+-- 	group by
+-- 		p.jobid
+--   ) p on
+-- 	j.id = p.jobid ;
+-- 	
+--
+-- END
+-- $function$;

hasura/migrations/1705693552101_run_sql_migration/up.sql

@@ -0,0 +1,31 @@
+CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+	RETURNS SETOF jobs
+	LANGUAGE plpgsql
+	STABLE
+	AS $function$
+BEGIN
+
+		RETURN query
+select
+	j.id,
+	j.shopid,
+	j.ro_number,
+	j.clm_total,
+	p.total_payments,
+	j.clm_total - p.total_payments as balance
+from
+	jobs j
+left join (
+	select
+		p.jobid,
+		sum(p.amount) as total_payments
+	from
+		payments p
+	group by
+		p.jobid
+  ) p on
+	j.id = p.jobid ;
+	
+
+END
+$function$;

hasura/migrations/1705693852612_create_table_public_job_ar_schema/down.sql

@@ -0,0 +1 @@
+DROP TABLE "public"."job_ar_schema";

hasura/migrations/1705693852612_create_table_public_job_ar_schema/up.sql

@@ -0,0 +1 @@
+CREATE TABLE "public"."job_ar_schema" ("id" uuid NOT NULL, "ro_number" text, "clm_total" numeric NOT NULL, "total_payments" numeric NOT NULL DEFAULT 0, "balance" numeric NOT NULL DEFAULT 0, PRIMARY KEY ("id") );

hasura/migrations/1705693896379_run_sql_migration/down.sql

@@ -0,0 +1,34 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- DROP FUNCTION public.jobs_ar_summary;
+--
+-- CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+-- 	RETURNS SETOF job_ar_schema
+-- 	LANGUAGE plpgsql
+-- 	STABLE
+-- 	AS $function$
+-- BEGIN
+--
+-- 		RETURN query
+-- select
+-- 	j.id,
+-- 	j.ro_number,
+-- 	j.clm_total,
+-- 	p.total_payments,
+-- 	j.clm_total - p.total_payments as balance
+-- from
+-- 	jobs j
+-- left join (
+-- 	select
+-- 		p.jobid,
+-- 		sum(p.amount) as total_payments
+-- 	from
+-- 		payments p
+-- 	group by
+-- 		p.jobid
+--   ) p on
+-- 	j.id = p.jobid ;
+-- 	
+--
+-- END
+-- $function$;

hasura/migrations/1705693896379_run_sql_migration/up.sql

@@ -0,0 +1,32 @@
+DROP FUNCTION public.jobs_ar_summary;
+
+CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+	RETURNS SETOF job_ar_schema
+	LANGUAGE plpgsql
+	STABLE
+	AS $function$
+BEGIN
+
+		RETURN query
+select
+	j.id,
+	j.ro_number,
+	j.clm_total,
+	p.total_payments,
+	j.clm_total - p.total_payments as balance
+from
+	jobs j
+left join (
+	select
+		p.jobid,
+		sum(p.amount) as total_payments
+	from
+		payments p
+	group by
+		p.jobid
+  ) p on
+	j.id = p.jobid ;
+	
+
+END
+$function$;

hasura/migrations/1705694146809_run_sql_migration/down.sql

@@ -0,0 +1,32 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+-- 	RETURNS SETOF job_ar_schema
+-- 	LANGUAGE plpgsql
+-- 	STABLE
+-- 	AS $function$
+-- BEGIN
+--
+-- 		RETURN query
+-- select
+-- 	j.id,
+-- 	j.ro_number,
+-- 	j.clm_total,
+-- 	p.total_payments,
+-- 	j.clm_total - p.total_payments as balance
+-- from
+-- 	jobs j
+-- left join (
+-- 	select
+-- 		p.jobid,
+-- 		coalesce (sum(p.amount),0) as total_payments
+-- 	from
+-- 		payments p
+-- 	group by
+-- 		p.jobid
+--   ) p on
+-- 	j.id = p.jobid ;
+-- 	
+--
+-- END
+-- $function$;

hasura/migrations/1705694146809_run_sql_migration/up.sql

@@ -0,0 +1,30 @@
+CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+	RETURNS SETOF job_ar_schema
+	LANGUAGE plpgsql
+	STABLE
+	AS $function$
+BEGIN
+
+		RETURN query
+select
+	j.id,
+	j.ro_number,
+	j.clm_total,
+	p.total_payments,
+	j.clm_total - p.total_payments as balance
+from
+	jobs j
+left join (
+	select
+		p.jobid,
+		coalesce (sum(p.amount),0) as total_payments
+	from
+		payments p
+	group by
+		p.jobid
+  ) p on
+	j.id = p.jobid ;
+	
+
+END
+$function$;

hasura/migrations/1705694176838_run_sql_migration/down.sql

@@ -0,0 +1,32 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+-- 	RETURNS SETOF job_ar_schema
+-- 	LANGUAGE plpgsql
+-- 	STABLE
+-- 	AS $function$
+-- BEGIN
+--
+-- 		RETURN query
+-- select
+-- 	j.id,
+-- 	j.ro_number,
+-- 	j.clm_total,
+-- 	p.total_payments,
+-- 	j.clm_total - p.total_payments as balance
+-- from
+-- 	jobs j
+-- left join (
+-- 	select
+-- 		p.jobid,
+-- 		coalesce (sum(p.amount),0) as total_payments
+-- 	from
+-- 		payments p
+-- 	group by
+-- 		p.jobid
+--   ) p on
+-- 	j.id = p.jobid ;
+-- 	
+--
+-- END
+-- $function$;

hasura/migrations/1705694176838_run_sql_migration/up.sql

@@ -0,0 +1,30 @@
+CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+	RETURNS SETOF job_ar_schema
+	LANGUAGE plpgsql
+	STABLE
+	AS $function$
+BEGIN
+
+		RETURN query
+select
+	j.id,
+	j.ro_number,
+	j.clm_total,
+	p.total_payments,
+	j.clm_total - p.total_payments as balance
+from
+	jobs j
+left join (
+	select
+		p.jobid,
+		coalesce (sum(p.amount),0) as total_payments
+	from
+		payments p
+	group by
+		p.jobid
+  ) p on
+	j.id = p.jobid ;
+	
+
+END
+$function$;

hasura/migrations/1705696451631_run_sql_migration/down.sql

@@ -0,0 +1,32 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+-- 	RETURNS SETOF job_ar_schema
+-- 	LANGUAGE plpgsql
+-- 	STABLE
+-- 	AS $function$
+-- BEGIN
+--
+-- 		RETURN query
+-- select
+-- 	j.id,
+-- 	j.ro_number,
+-- 	j.clm_total,
+-- 	coalesce (p.total_payments,0) as total_payments,
+-- 	j.clm_total - coalesce (p.total_payments,0) as balance
+-- from
+-- 	jobs j
+-- left join (
+-- 	select
+-- 		p.jobid,
+-- 		coalesce (sum(p.amount),0) as total_payments
+-- 	from
+-- 		payments p
+-- 	group by
+-- 		p.jobid
+--   ) p on
+-- 	j.id = p.jobid ;
+-- 	
+--
+-- END
+-- $function$;

hasura/migrations/1705696451631_run_sql_migration/up.sql

@@ -0,0 +1,30 @@
+CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+	RETURNS SETOF job_ar_schema
+	LANGUAGE plpgsql
+	STABLE
+	AS $function$
+BEGIN
+
+		RETURN query
+select
+	j.id,
+	j.ro_number,
+	j.clm_total,
+	coalesce (p.total_payments,0) as total_payments,
+	j.clm_total - coalesce (p.total_payments,0) as balance
+from
+	jobs j
+left join (
+	select
+		p.jobid,
+		coalesce (sum(p.amount),0) as total_payments
+	from
+		payments p
+	group by
+		p.jobid
+  ) p on
+	j.id = p.jobid ;
+	
+
+END
+$function$;

hasura/migrations/1705696927199_alter_table_public_jobs_add_column_remove_from_ar/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."jobs" add column "remove_from_ar" boolean
+--  not null default 'false';

hasura/migrations/1705696927199_alter_table_public_jobs_add_column_remove_from_ar/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."jobs" add column "remove_from_ar" boolean
+ not null default 'false';

hasura/migrations/1705698426997_run_sql_migration/down.sql

@@ -0,0 +1,33 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+-- 	RETURNS SETOF job_ar_schema
+-- 	LANGUAGE plpgsql
+-- 	STABLE
+-- 	AS $function$
+-- BEGIN
+--
+-- 		RETURN query
+-- select
+-- 	j.id,
+-- 	j.ro_number,
+-- 	j.clm_total,
+-- 	coalesce (p.total_payments,0) as total_payments,
+-- 	j.clm_total - coalesce (p.total_payments,0) as balance
+-- from
+-- 	jobs j
+-- left join (
+-- 	select
+-- 		p.jobid,
+-- 		coalesce (sum(p.amount),0) as total_payments
+-- 	from
+-- 		payments p
+-- 	group by
+-- 		p.jobid
+--   ) p on
+-- 	j.id = p.jobid
+-- where j.remove_from_ar = false;
+-- 	
+--
+-- END
+-- $function$;

hasura/migrations/1705698426997_run_sql_migration/up.sql

@@ -0,0 +1,31 @@
+CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+	RETURNS SETOF job_ar_schema
+	LANGUAGE plpgsql
+	STABLE
+	AS $function$
+BEGIN
+
+		RETURN query
+select
+	j.id,
+	j.ro_number,
+	j.clm_total,
+	coalesce (p.total_payments,0) as total_payments,
+	j.clm_total - coalesce (p.total_payments,0) as balance
+from
+	jobs j
+left join (
+	select
+		p.jobid,
+		coalesce (sum(p.amount),0) as total_payments
+	from
+		payments p
+	group by
+		p.jobid
+  ) p on
+	j.id = p.jobid 
+where j.remove_from_ar = false;
+	
+
+END
+$function$;

hasura/migrations/1705698476261_alter_table_public_job_ar_schema_add_column_date_invoiced/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."job_ar_schema" add column "date_invoiced" timestamptz
+--  null;

hasura/migrations/1705698476261_alter_table_public_job_ar_schema_add_column_date_invoiced/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."job_ar_schema" add column "date_invoiced" timestamptz
+ null;

hasura/migrations/1705698534883_run_sql_migration/down.sql

@@ -0,0 +1,34 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+-- 	RETURNS SETOF job_ar_schema
+-- 	LANGUAGE plpgsql
+-- 	STABLE
+-- 	AS $function$
+-- BEGIN
+--
+-- 		RETURN query
+-- select
+-- 	j.id,
+-- 	j.ro_number,
+-- 	j.clm_total,
+-- 	j.date_invoiced,
+-- 	coalesce (p.total_payments,0) as total_payments,
+-- 	j.clm_total - coalesce (p.total_payments,0) as balance
+-- from
+-- 	jobs j
+-- left join (
+-- 	select
+-- 		p.jobid,
+-- 		coalesce (sum(p.amount),0) as total_payments
+-- 	from
+-- 		payments p
+-- 	group by
+-- 		p.jobid
+--   ) p on
+-- 	j.id = p.jobid
+-- where j.remove_from_ar = false and j.date_invoiced is not null;
+-- 	
+--
+-- END
+-- $function$;

hasura/migrations/1705698534883_run_sql_migration/up.sql

@@ -0,0 +1,32 @@
+CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+	RETURNS SETOF job_ar_schema
+	LANGUAGE plpgsql
+	STABLE
+	AS $function$
+BEGIN
+
+		RETURN query
+select
+	j.id,
+	j.ro_number,
+	j.clm_total,
+	j.date_invoiced,
+	coalesce (p.total_payments,0) as total_payments,
+	j.clm_total - coalesce (p.total_payments,0) as balance
+from
+	jobs j
+left join (
+	select
+		p.jobid,
+		coalesce (sum(p.amount),0) as total_payments
+	from
+		payments p
+	group by
+		p.jobid
+  ) p on
+	j.id = p.jobid 
+where j.remove_from_ar = false and j.date_invoiced is not null;
+	
+
+END
+$function$;

hasura/migrations/1705698593644_run_sql_migration/down.sql

@@ -0,0 +1,34 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+-- 	RETURNS SETOF job_ar_schema
+-- 	LANGUAGE plpgsql
+-- 	STABLE
+-- 	AS $function$
+-- BEGIN
+--
+-- 		RETURN query
+-- select
+-- 	j.id,
+-- 	j.ro_number,
+-- 	j.clm_total,
+-- 	coalesce (p.total_payments,0) as total_payments,
+-- 	j.clm_total - coalesce (p.total_payments,0) as balance,
+-- 	j.date_invoiced
+-- from
+-- 	jobs j
+-- left join (
+-- 	select
+-- 		p.jobid,
+-- 		coalesce (sum(p.amount),0) as total_payments
+-- 	from
+-- 		payments p
+-- 	group by
+-- 		p.jobid
+--   ) p on
+-- 	j.id = p.jobid
+-- where j.remove_from_ar = false and j.date_invoiced is not null;
+-- 	
+--
+-- END
+-- $function$;

hasura/migrations/1705698593644_run_sql_migration/up.sql

@@ -0,0 +1,32 @@
+CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+	RETURNS SETOF job_ar_schema
+	LANGUAGE plpgsql
+	STABLE
+	AS $function$
+BEGIN
+
+		RETURN query
+select
+	j.id,
+	j.ro_number,
+	j.clm_total,
+	coalesce (p.total_payments,0) as total_payments,
+	j.clm_total - coalesce (p.total_payments,0) as balance,
+	j.date_invoiced
+from
+	jobs j
+left join (
+	select
+		p.jobid,
+		coalesce (sum(p.amount),0) as total_payments
+	from
+		payments p
+	group by
+		p.jobid
+  ) p on
+	j.id = p.jobid 
+where j.remove_from_ar = false and j.date_invoiced is not null;
+	
+
+END
+$function$;

hasura/migrations/1705698876975_run_sql_migration/down.sql

@@ -0,0 +1,34 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+-- 	RETURNS SETOF job_ar_schema
+-- 	LANGUAGE plpgsql
+-- 	STABLE
+-- 	AS $function$
+-- BEGIN
+--
+-- 		RETURN query
+-- select
+-- 	j.id,
+-- 	j.ro_number,
+-- 	j.clm_total,
+-- 	coalesce (p.total_payments,0) as total_payments,
+-- 	j.clm_total - coalesce (p.total_payments,0) as balance,
+-- 	j.date_invoiced
+-- from
+-- 	jobs j
+-- left join (
+-- 	select
+-- 		p.jobid,
+-- 		coalesce (sum(p.amount),0) as total_payments
+-- 	from
+-- 		payments p
+-- 	group by
+-- 		p.jobid
+--   ) p on
+-- 	j.id = p.jobid
+-- where j.remove_from_ar = false and j.date_invoiced is not null and balance > 0;
+-- 	
+--
+-- END
+-- $function$;

hasura/migrations/1705698876975_run_sql_migration/up.sql

@@ -0,0 +1,32 @@
+CREATE OR REPLACE FUNCTION public.jobs_ar_summary ()
+	RETURNS SETOF job_ar_schema
+	LANGUAGE plpgsql
+	STABLE
+	AS $function$
+BEGIN
+
+		RETURN query
+select
+	j.id,
+	j.ro_number,
+	j.clm_total,
+	coalesce (p.total_payments,0) as total_payments,
+	j.clm_total - coalesce (p.total_payments,0) as balance,
+	j.date_invoiced
+from
+	jobs j
+left join (
+	select
+		p.jobid,
+		coalesce (sum(p.amount),0) as total_payments
+	from
+		payments p
+	group by
+		p.jobid
+  ) p on
+	j.id = p.jobid 
+where j.remove_from_ar = false and j.date_invoiced is not null and balance > 0;
+	
+
+END
+$function$;